VTI’s holdings have a broadly average level of risk, this is a diversified equity index after all. VTI’s holdings are, however, slightly riskier than those of most large-cap equity indexes, including the S&P 500.
Similarly, Is there a minimum investment for VTI?
As a first-time investor in VTI, you only need to have the price of one share as a minimum investment. So, for example, if VTI’s share price is $50, you can invest in the fund with as little as $50.
What is the Sharpe ratio of VTI? VTISharpe Ratio Chart
The current Vanguard Total Stock Market ETF Sharpe ratio is 0.27. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.
Thereof, Is VTI low risk?
The fund has exposure to small-cap stocks which can be more volatile than mid- or large-cap holdings. The fund has a beta of 1 when compared to the larger market. 5 The fund has exposure to systematic risk, which is the risk inherent in the entire market.
What is the beta of VTI?
Risk
| Trailing | Investment | Index |
|---|---|---|
| Beta | 1.04 | 1.02 |
| R 2 | 99.15 | 99.70 |
| Sharpe Ratio | 0.96 | 1.00 |
| Standard Deviation | 18.47 | 18.15 |
Is VTI a dividend stock?
The Vanguard Total Stock Market (VTI) ETF granted a 1.51% dividend yield in 2021.
What is the dividend of VTI?
VTI Dividend History
| Ex/EFF DATE | TYPE | CASH AMOUNT |
|---|---|---|
| 06/25/2020 | CASH | $0.70 |
| 03/26/2020 | CASH | $0.614 |
| 12/24/2019 | CASH | $0.886 |
| 09/16/2019 | CASH | $0.70 |
Is VTI diversified enough?
VTI offers a good choice for investors looking for broad market exposure, with low cost, and high liquidity. It provides diversification over the entire market spectrum, encompassing large-, mid-, and small-cap equity across growth and value styles.
Which is better VTI or SPY?
SPY – Volatility Comparison. The volatility of VTI is currently 16.70%, which is higher than the volatility of SPY at 16.24%.
Are reits included in VTI?
Real estate investment trusts are included in most broad stock index funds, like Vanguard Total Stock Market ETF (VTI), where they represent 4% of the portfolio.
What percent of VTI is small-cap?
This ETF holds over 3,500 U.S. stocks across all cap sizes. Specifically, VTI is comprised of roughly 82% large-cap, 12% mid-cap, and 6% small-cap stocks.
What percent of VTI is small cap?
This ETF holds over 3,500 U.S. stocks across all cap sizes. Specifically, VTI is comprised of roughly 82% large-cap, 12% mid-cap, and 6% small-cap stocks.
Is VTI market cap weighted?
VTI Fund Description
VTI tracks a cap-weighted index that measures the investable US equities market, encompassing the entire market-cap spectrum.
When was VTI ETF created?
| 1-yr | Since inception 05/24/2001 | |
|---|---|---|
| Total Stock Market ETF | 25.72% | 9.04% |
| Spliced Total Stock Market Index* | 25.72% | 9.06% |
Is VTI good for growth?
VTI offers one of the best choices for investors looking for broad market exposure, with low cost, and high liquidity. This article describes a method of using VTI to build a portfolio seeking aggressive growth.
Is VTI tax efficient?
VTI are generally considered more tax-effective than VTSAX. VTSAX tax-cost ratio is 0.70%. VTI tax-cost ratio is 0.49%. That means the post-tax return will be 0.21 percentage points higher on average for VTI vs.
Does VTI include all US stocks?
VTI is an extremely diversified fund. Its large amount of holdings reflect the entire universe of investable U.S. securities. The fund has exposure to small-cap stocks which can be more volatile than mid- or large-cap holdings.
Does VTI pay capital gains?
The date when dividends or capital gains are paid to shareholders.
…
| Realized capital gain/loss | -$3.24 |
|---|---|
| Fiscal year end | 12/31/2022 |
| Unrealized appreciation/depreciation | $118.43 |
| Unrealized appreciation/depreciation as a % of NAV | 53.55% |
How often are VTI dividends paid?
The VTI portfolio pays dividends every 3 months or 4 times per year.
Is Vgt better than VTI?
VTI is a better candidate to play the mean reversion trade, is more well-rounded, and is available at cheaper valuations. VGT has a solid track record of mitigating risk and delivering ample returns, whilst it also appears to have the requisite earnings and growth potential to justify its forward valuations.
Should I have Voo and VTI?
VTI is better than VOO because it offers more diversification and less volatility for the same expense ratio of 0.03%. VTI also provides exposure to large, mid, and small-cap companies compared to only large-cap with VOO.
Should I buy VTI or VOO?
The investor who for some reason is only seeking lower volatility large-cap stocks will want to go with VOO, tracking the S&P 500 Index. Those desiring greater diversification and greater expected returns, at the cost of slightly greater volatility, will want to go with VTI to capture the entire U.S. stock market.
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