The actual equivalent of VTI is Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) if account size is > US$10,000. Now you may ask why VTI is 0.03% while VTSAX 0.04%. That is because Vanguard of VTSAX provides service, while the service of VTI is provided by your broker. ...
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 ...
Each fund has a broad portfolio of stocks, with VTSAX holding approximately 3,599 stocks and FSKAX holding around 3,840 stocks as of October 31, 2024. Both funds have delivered similar returns, though Fidelity’s inception date is more recent. Since inception, VTSAX has had an average annual...
In contrast, most index funds charge only a fraction of total assets. For instance, the popular Vanguard TotalStock MarketIndex Fund (VTSAX) has a low expense ratio of 0.04%. The low costs and market returns have made it one of thebiggest mutual funds. ...
Even if the portfolio tanks, dividend payments in 2008 (for example) were impacted only slightly in comparison to stock prices for VTSAX Reply Yabusameon April 17, 2015 at 11:12 am Hi GCC, Quick question on the 4% rule which still eludes me… ...
point in my career to focus on more important things in life. Of course, Bill Perkins’ net worth is much higher, but in qualitative terms, I can still relate to his life story. Why work into my 60s to build an even larger nest egg when I had enough at age 44 to l...
When people criticize your asset allocation or argue that your VTSAX % should be 73% and not 72%, just ignore them. Fours years into FIRE, I really don’t spend any time defending my actions and positions with dummies, haters, and trolls. Zero upside. Life is too short. Keep up the ...
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 how Morningstar calculates this, and given the huge returns lost, I suspect they’re assuming the hig...
golden period of time to be an investor, and yet the markets still performed. And so obviously we’re going to look back on, on this moment in time, and as, as there were many moments in time I point out in that post in those 40 years, as a difficult moment. But that doesn’t...
bad media coverage. Earlier this year, PIMCO's CEO, Mohamed El-Erian, abruptly resigned amidmedia coverage of a clash with Gross.Rising interest rates and your retirementCuriously, Gross stated that the Total Return Bond fund may no longer be larger than the Vanguard Total Stock Fund (VTSAX)...