which is the same product in a different package. The mutual fund version of VTI is VTSAX, the equivalent of VT is VTWAX, and the equivalent of VXUS is VTIAX. The differences are minimal and mostly unimportant, but we personally
Fortotal US stock marketfunds, we like funds including VTI (Vanguard Total Stock Market Index Fund ETF) andVTSAX(The Vanguard Total Stock Market Index Admiral Shares) from Vanguard. Fidelity, Schwab, and iShares all offer compelling versions of a total US market index fund with low fees. An ...
Building a cash balance 3% of my after-tax portfolio balance is in cash, much like how other large actively run mutual funds can go up to 5% cash if they want to keep dry some ammunition in case of another correction. I plan to let the cash balance grow with dividend payments over...
We included this metric in the Vanguard vs. Fidelity comparison, so I’m including it here as well. Morningstar’s Tax Analysis shows thatCharles Schwab’s SWTSX fund lost 0.75% to taxesover the past 15 years, while Vanguard’s VTSAX fund lostonly 0.48%. (To be fair, it’s not clear...
Since the Dawn of Mustachianism in 2011, the same question has come up over and over again: And in these nine years since then, the movement towards socially responsible investing has only grown. Public pension funds have started to “divest” from oil c