VOO: Now let’s look at the performances side-by-side to better compare the returns on each through 11/30/2022. Once again, the performance between the two funds is very nearly identical. But while VOO has a slightly better one-year performance, FXIAX outperformed VOO over the three-, five-, and 10-year timeframes.This factor affects the level of diversification. • VOO is 28% of its top 10 Holdings, VGT is 57.1% of its top 10 holdings. • VOO has a market cap of $236.77 Billion, and VGT has a market cap of $40.11 Billion. • VOO ETF's current price is $344.77, and VGT stock's current price is $327.24.Compare ETFs BNDX and VOO on performance, AUM, flows, holdings, costs and ESG ratingsVTV vs. VOO - Volatility Comparison. The current volatility for Vanguard Value ETF (VTV) is 2.28%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.00%. This indicates that VTV experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling ...Although both VUG and QQQ are large-cap growth funds, QQQ is more concentrated in terms of number of companies and sectors. However, this concentration has not necessarily hurt QQQ relative to VUG. QQQ has underperformed VUG in some periods, but not always. VUG has underperformed QQQ since inception, as well as during the drawdowns of 2020 and ...Summary. Vanguard Growth Index provides a market-cap-weighted portfolio of the largest and fastest-growing companies in the U.S. market. Concentration presents some risks, but its low turnover ...If you have $10k in the VOO you're only paying $3.00 per year so the difference between the 2 investments is minimal in real dollars. Performance and Tax Efficiency You're looking at the performance data correctly. Take a look at the turnover for each product. The higher the turnover the more likely there is going to bea tax impact.If you're only picking one fund, I'm going to recommend VTWAX just like most others here. It's a one stop shop for everything and is the ultimate easy button to long term returns. I would love to hear your thoughts on VIGAX (Vanguard Growth Index Admiral Fund) vs. VTSAX. I invested $3k in VIGAX last year as my first foray into….Generates slightly less capital gains which is more tax-efficient. VOO - ETFs are slightly more tax-efficient since they generate less capital gains. Tax Loss Harvesting. Funds can be reinvested on the same-day. Funds must settle and may need 1-2 days to be available for reinvestment. FXAIX. Trading & Liquidity.Thinking of getting out of VIGAX. Long story short, I used to subscribe to the notion that "growth stocks always outperform value" and decided to put my spouse and I's Roth IRAs 100% into VIGAX (the idea being take more risk in your Roth because the upside is bigger). I think I got quite lucky with the timing, as the run up in tech stocks this ...SWPPX was launched back in 1997, while VOO was launched on September 7, 2010. Since then the two funds have performed identically, with a difference of just .03% annually! The cumulative performance difference between these two funds has been just over 1.4% (over a dozen year timeframe)!Interactive Chart for Vanguard 500 Index Fund (VFIAX), analyze all the data with a huge range of indicators.DUSLX vs. VIGAX - Performance Comparison. In the year-to-date period, DUSLX achieves a 11.33% return, which is significantly lower than VIGAX's 12.84% return. Over the past 10 years, DUSLX has underperformed VIGAX with an annualized return of 13.90%, while VIGAX has yielded a comparatively higher 15.24% annualized return.VITAX vs. VGT - Performance Comparison. The year-to-date returns for both investments are quite close, with VITAX having a 11.75% return and VGT slightly higher at 11.80%. Both investments have delivered pretty close results over the past 10 years, with VITAX having a 20.63% annualized return and VGT not far ahead at 20.64%.Dec 31, 1994. 27.43. 27.4%. Gerard C. O'Reilly, Principal of Vanguard Group, Inc. Gerard has been with Vanguard since 1992, has managed investment portfolios since 1994, O'Reilly has managed stock index portfolios since 1994. Education: B.S., Villanova University.VOO is the entire S&P500. It's a broad market etf and as the market goes so too does it. VIG is a dividend growers fund. Not just good dividend companies, but specifically those that grow their dividends. So while the yield is lower it generally grows faster which will give you a better yield on cost snowball.Vanguard Small-Cap Index Fund Admiral Shares. $106.64. VSMAX0.98%. Vanguard Growth and Income Fund Admiral Shares. $102.57. VGIAX0.73%. Vanguard Information Technology Index Fund Admiral Shares ...Running both of these funds through Minafi's FI Score algorithm , gives QQQ a score of 91 and VIGAX a score of 95 . Since both of these have a similar FI Score, the difference between these two if minimal. A higher FI Score doesn't mean future growth will be higher, but it does mean that it better fits criteria for a good fund.Inspire To FIRE - Inspiration For Financial IndependenceAs further evidence of the drop-off for Growth funds as opposed to Value funds, consider that, even more pronounced than for VUG vs. VTV over the last 16 months, Vanguard Small Cap Growth ETF ...Fund Performance. The fund has returned 20.87 percent over the past year, 7.31 percent over the past three years, 13.69 percent over the past five years and 12.90 percent over the past decade.Vanguard S&P 500 Growth ETF (VOOG) has a higher volatility of 4.26% compared to Vanguard S&P 500 ETF (VOO) at 3.12%. This indicates that VOOG's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.RGAGX vs. VIGAX - Performance Comparison. The year-to-date returns for both stocks are quite close, with RGAGX having a 13.43% return and VIGAX slightly lower at 12.84%. Over the past 10 years, RGAGX has underperformed VIGAX with an annualized return of 13.80%, while VIGAX has yielded a comparatively higher 15.24% annualized return.Still, VFV is three times as expensive as VOO, which can make a difference when held for the long term. VFV vs. VOO: Holdings Both VFV and VOO track the S&P 500 Index, which is comprised of the largest 500 companies listed on U.S. exchanges, diversified across various sectors like technology, health care, financials, communications, …Entrepreneurs are circumventing high rents and government bureaucracy to start businesses online, resulting in a thriving informal digital economy. Entrepreneurs in Côte d’Ivoire a...VFV has a MER (management expense ratio) of 0.09%, while VOO has a MER of 0.03%. A smaller MER means it costs less to operate the ETF, which translates to higher returns for the investor. If you rate the two ETFs using this criterion, VOO has a tiny edge in generating better returns. However, VOO's cheaper MER and higher dividend yield are ...VOO vs. VUG - Performance Comparison. In the year-to-date period, VOO achieves a 12.19% return, which is significantly lower than VUG's 13.97% return. Over the past 10 years, VOO has underperformed VUG with an annualized return of 12.92%, while VUG has yielded a comparatively higher 15.16% annualized return.Fund Overview and Compared ETFs. VOOG is an ETF that seeks to track growth companies within the S&P 500 index. With its inception in 2010, the fund has 239 holdings and $8.36B in AUM.Vanguard Small-Cap Index Fund Admiral Shares. $106.64. VSMAX0.98%. Vanguard Growth and Income Fund Admiral Shares. $102.57. VGIAX0.73%. Vanguard Information Technology Index Fund Admiral Shares ...Key Takeaways. Both VFIAX, a mutual fund, and SPY, an ETF, seek to track the S&P 500. One of the primary differences between the two is that Vanguard's VFIAX has a lower expense ratio of 0.04% ...VFIAX is essentially the mutual fund comparison to its ETF counterpart, VOO. Overview of VVIAX. VVIAX, or the Vanguard Value Index Fund Admiral Shares, is a mutual fund managed by Vanguard. This fund aims to track the performance of the CRSP US Large Cap Value Index, which measures the investment return of large-capitalization value stocks in ...VPMAX vs. VOO - Performance Comparison. In the year-to-date period, VPMAX achieves a 10.99% return, which is significantly lower than VOO's 11.79% return. Over the past 10 years, VPMAX has outperformed VOO with an annualized return of 13.54%, while VOO has yielded a comparatively lower 12.80% annualized return.NOSIX vs. VOO - Performance Comparison. The year-to-date returns for both stocks are quite close, with NOSIX having a 11.81% return and VOO slightly lower at 11.79%. Both investments have delivered pretty close results over the past 10 years, with NOSIX having a 12.72% annualized return and VOO not far ahead at 12.80%.View the latest Vanguard Growth Index Fund;Admiral (VIGAX) stock price, news, historical charts, analyst ratings and financial information from WSJ.How To Invest / Fund Directory / Schwab® S&P 500 Index Fund vs Vanguard Growth Index Fund Admiral Shares . SWPPX vs VIGAX Fund Comparison . A comparison between SWPPX and VIGAX based on their expense ratio, growth, holdings and how well they match their benchmark performance.This growth ETF and this dividend ETF combined are appreciating more than S&P 500 ETF VOO. Retire early with dividends while still having over $2 Million gro...This factor affects the level of diversification. • VOO is 28% of its top 10 Holdings, VGT is 57.1% of its top 10 holdings. • VOO has a market cap of $236.77 Billion, and VGT has a market cap of $40.11 Billion. • VOO ETF's current price is $344.77, and VGT stock's current price is $327.24.The current volatility for Index Funds S&P 500 Equal Weight (INDEX) is 3.15%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 4.31%. This indicates that INDEX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their ...Mar 6, 2024 · VOO vs. VFIAX vs. VFINX: Expense Ratios. The next notable difference is in the expense ratios – what you actually pay for the management of the funds. You’ll notice VFINX has an expense ratio of 0.14% (very low by most standards), while VFIAX is less than a third of the expense ratio at 0.04%.Historical Performance: VIGAX vs VUG. VIGAX was launched on November 13, 2000 and VUG was launched a few years later on January 26, 2004. Since that time, performance has been identical: 9.80% vs 9.79% annually. Despite changes in fees and expenses since inception, the cumulative difference in performance over that time period is less than half ...Although both VUG and QQQ are large-cap growth funds, QQQ is more concentrated in terms of number of companies and sectors. However, this concentration has not necessarily hurt QQQ relative to VUG. QQQ has underperformed VUG in some periods, but not always. VUG has underperformed QQQ since inception, as well as during the drawdowns of 2020 and ...Technicals. Most of the main technical indicators are available to compare here. This includes moving averages, MACD, RSI, bollinger bands, support and resistance levels, and more. Compare these to figure out the best entry points from a technical setup perspective. QQQ. VGT. 20 Day MA. $442.08.VIGAX has more cash in the bank: 220B vs. TRBCX (59.7B). VIGAX pays higher dividends than TRBCX: VIGAX (0.53) vs TRBCX (0.00). TRBCX was incepted earlier than VIGAX: TRBCX (31 years) vs VIGAX (24 years). TRBCX is a more actively managed with annual turnover of: 9.80 vs. VIGAX (5.00). TRBCX has a lower initial minimum investment than VIGAX ...FITLX is managed by Fidelity. It was launched on May 9, 2017. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FITLX or VOO.And you'll also be decreasing your expected returns. By contrast, if you start with a portfolio that matches the total world stock market and add a little bit of VIGAX, you will probably see slightly lower returns and a slight reduction in volatility. But it would be even better to achieve this effect using bonds. 4. Award.Historical Performance: SWPPX vs VOO. SWPPX was launched back in 1997, while VOO was launched on September 7, 2010. Since then the two funds have performed identically, with a difference of just .03% annually! The cumulative performance difference between these two funds has been just over 1.4% (over a dozen year timeframe)!VIGAX is one of Vanguard’s strongest performers, with a 10-year trailing return of 16.77%. Like other Vanguard index funds, VIGAX is a low-cost option; the expense ratio is just 0.05%. It also ...VTSAX vs. VOO - Performance Comparison. In the year-to-date period, VTSAX achieves a 10.89% return, which is significantly lower than VOO's 11.86% return. Over the past 10 years, VTSAX has underperformed VOO with an annualized return of 12.26%, while VOO has yielded a comparatively higher 12.88% annualized return.(This does not apply when comparing Vanguard's ETFs vs Vanguard's mutual funds) Mutual fund trades may settle a day earlier than ETFs. Mutual funds may be traded for a different one as a single transaction at some brokerages, ETFs must be a sell then buy (M1 Finance might be excluded).Anyone who says otherwise is wrong. VFIAX has higher fees than VOO. Other than that I don't think there is a difference. They both track SP500. The ETF does carry a 0.05% expense ratio. How much you have to invest could play a role here. The fund starts off with a $3k min and a 0.14% expense ration.VIGAX was incepted earlier than VWUSX: VIGAX (23 years) vs VWUSX (65 years). VWUSX is a more actively managed with annual turnover of: 37.00 vs. VIGAX (5.00). VIGAX (3000) and VWUSX (3000) have matching initial minimum investment requirements. VWUSX annual gain was more profitable for investors over the last year : 37.39 vs. VIGAX (34.66).Feel free to read more about both VOO and VTI in this extensive comparison. Final Verdict. So far, we have established that both VFIAX vs VTSAX are quite similar and at the same time different. Both mutual funds fall into the large blend category, with an expense ratio of 0.04% and $3,000 minimum investment requirement to get started.American Funds and The Vanguard Group are two of the largest mutual fund families in the world. American Funds charges front-end and back-end loads with high expense ratios. Vanguard offers no ...Fund Performance. The fund has returned 20.87 percent over the past year, 7.31 percent over the past three years, 13.69 percent over the past five years and 12.90 percent over the past decade.The fund launched in December 1986. Parent company Vanguard is the largest mutual fund provider in the U.S. and offers a wide array of mutual funds and exchange-traded funds, known as ETFs ...VITAX vs. VOO - Performance Comparison. As of year-to-date, both investments have demonstrated similar returns, with VITAX at 11.86% and VOO at 11.86%. Over the past 10 years, VITAX has outperformed VOO with an annualized return of 20.63%, while VOO has yielded a comparatively lower 12.88% annualized return. The chart below displays the growth ...VOOG is currently trading at $272.24 at the time of writing this article. This price puts the ETF near the upper limit of its 52-week range ($272.74), but notably below its all-time high of $302. ...Vigax vs voo? Like. Exabeam sxIU23 Nov 16, 2023. 12.88% over 11.13% on last 10years…plus this year vigax been crazy. 1. View 2 more replies... Amazon @L9 Nov 16, 2023. AMZN is close to peak tbh. 7. Reply. Meta gehebr OP Nov 16, 2023. Still 20% below right?FSKAX tracks the broader Dow Jones U.S. Total Stock Market Index and so it owns many more mid-caps and small-caps (VOO data as of 1/6/2023, FSKAX data as of 11/30/2022). In other words, VOO is a large-cap vehicle, while FSKAX is a total market vehicle. That being said, due to market cap weighting, both funds are overwhelmingly influenced by the ...VGIAX vs. VOO - Performance Comparison. In the year-to-date period, VGIAX achieves a 13.62% return, which is significantly higher than VOO's 11.86% return. Both investments have delivered pretty close results over the past 10 years, with VGIAX having a 12.97% annualized return and VOO not far behind at 12.88%.The fund attempts to match the performance of the index, and remains fully invested in stocks at all times. The management does not speculate on the direction of the index and seeks to match the ...VIG vs. VOO - Performance Comparison. In the year-to-date period, VIG achieves a 8.13% return, which is significantly lower than VOO's 11.86% return. Over the past 10 years, VIG has underperformed VOO with an annualized return of 11.38%, while VOO has yielded a comparatively higher 12.88% annualized return.VIMAX and VSMAX make it more complicated and will often have a little bit of overlap. Unless you wanted to customize your weighting to small and mid caps like I do, you are better off using VEXAX which is specifically designed to compliment VFIAX, currently in about an 82/18 ratio to replicate VTSAX. Then of course there is the issue of adding ...The main differences between VOO and VFIAX are: Investment structure: VOO is an exchange-traded fund, which means it trades like a stock on an exchange, whereas VFIAX is a mutual fund that is ...SEC yield of Vanguard Growth Index is 0.58%, Total Stock Market is 1.37%, and Value Index is 2.48%. OP, here's an idea: compute how much 2.48% is on the dollar amount you plan to invest in the Value index. Next compute 15% on that amount (I assume you're in the 15% qualified dividend tax rate bracket). That's the "tax cost" for the Value index.Here again, some slight differences become apparent: At 4.44% VTSAX is a little bit more volatile than SWTSX at 4.40% on a monthly basis. The effects of this increased volatility also extend to the drawdown range: The maximum drawdown for the period from 2001 to 2020 peaked at -50.84% for VTSAX and -50.20% for SWTSX.Final estimated year-end distributions. Below is a list of estimated year-end distributions for Vanguard mutual funds and ETFs. Capital gains estimates are broken down by short-term, long-term, and total gains. To estimate the distribution for a fund on this list, multiply the fund's estimated rate per share by the number of shares your ...Holdings. Compare ETFs VOO and IVV on performance, AUM, flows, holdings, costs and ESG ratings.Depends on your goal.. these are 2 different strategies. I would go with VOO because it offers more diversity (500 companies vs 226), and it's also a little more balanced.. the top 10 make up 28% vs 53% with SCHG. I always recommend having a low cost broad based index fund as a core holding (SP500 or Total Stock Market), and then based on .... VOO's yield is also slightly better than the asset class median ofVDIGX vs. VIG - Performance Comparison. In the year-to-date pe VTI. Reply reply. GemelosAvitia. •. VOO - bigger risk, bigger companies, more volatility. VIG - large, established companies that pay healthy dividends (tend to be older companies) VT - total world, but keep in mind that global growth can be uneven and overall gains dampened. If you're only picking one fund, I With an expense ratio of just 0.03%, the VOO ETF is among the top index funds to buy. A $10,000 investment in the ETF in 2010 would be worth $36,000 now. SPY vs. VOO - Performance Comparison. The yea...
Continue Reading