Generally speaking, ETFs have greater tax efficiency than mutual funds. In this case, VTI would count as a more tax efficient investment than VTSAX.
Similarly Why would you choose VTSAX over VTI? VTSAX will provide the same returns over time as VTI because they both aim to track the same CRSP US Total Market Index by holding the same diversified portfolio of stocks. The differences in VTSAX and VTI are in their minimum initial investment and the way they trade during or after market hours.
Is VTI more tax efficient than VTSAX? 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.
Additionally, Should I put all my money into VTSAX?
In summary, Mr. Collins is a huge advocate of Vanguard funds because of the extremely low expense ratios; specifically, he recommends putting ALL your holdings in the VTSAX Vanguard Total Market Index Fund which is comprised of nearly all 3700 US domestic companies while you’re in the wealth accumulation phase.
Is VTSAX a good fund?
Key Takeaways. Vanguard offers many types of mutual funds that cover a wide range of needs for investors of every level. The VTSAX and VTIAX mutual funds both cover large portions of the stock market and demonstrate above-average long-term returns.
Why is VTSAX so good? It’s dividend yield, based on the trailing 12 months as of January, 2021, is 1.41% with 96.6% of those being qualified dividends, making it a very tax-efficient fund to own in a taxable brokerage account. VTSAX is the world’s first trillion-dollar fund.
Why is VTSAX so popular? VTSAX is a total stock market index fund. It’s designed to track the performance of the total stock market in the United States. Because of this, VTSAX is unique in that it spreads your investment out over the entire stock market – that’s over 3,000 tradable companies!
Does VTSAX pay a dividend? VTSAX Dividend Yield: 1.33% for April 14, 2022.
What fund is better than VTSAX?
The best total market index funds by popularity include the Vanguard Total Stock Market Index Admiral Shares (VTSAX), the Schwab Total Stock Market Index Fund (SWTSX), the iShares Russell 3000 (IWVB), and the Wilshire 5000 Index Investment Fund (WFIVX).
Is VTSAX a mutual fund? Though both are broad-based equity mutual funds, the Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and the Vanguard 500 Index Fund Admiral Shares (VFIAX) have different investment objectives.
Can VTI convert to VTSAX?
Re: Converting VTI to VTSAX
Just do sell transactions for all the VOO/VXF shares, then a buy of the VTSAX with the tradeable funds available. Vanguard should let you do the transaction in a two step manner with no issues.
Does VTSAX hold Tesla? Microsoft Corp. Amazon.com Inc.
…
Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX)
| Holdings | Shares | Market value |
|---|---|---|
| Tesla Inc. | 23,137,676 | $20,139,727,321 |
| NVIDIA Corp. | 68,374,570 | $16,673,138,895 |
| Berkshire Hathaway Inc. Class B | 48,686,945 | $15,650,418,470 |
| Facebook Inc. Class A | 68,147,488 | $14,381,164,393 |
Is VTSAX Nasdaq?
Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) Latest Prices, Charts & News | Nasdaq.
How often are dividends paid on VTSAX?
Dividend Payout History
| Declare Date | Ex-Div Date | Frequency |
|---|---|---|
| 6/23/2020 | 6/24/2020 | Quarterly |
| 3/24/2020 | 3/25/2020 | Quarterly |
| 12/20/2019 | 12/23/2019 | Quarterly |
| 9/12/2019 | 9/13/2019 | Quarterly |
What holdings are in VTSAX? Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX)
| Holdings | Shares | Market value |
|---|---|---|
| Facebook Inc. Class A | 66,657,931 | $14,822,057,537 |
| UnitedHealth Group Inc. | 27,161,056 | $13,851,323,728 |
| Johnson & Johnson | 75,914,693 | $13,454,361,040 |
| JPMorgan Chase & Co. | 85,247,937 | $11,620,998,772 |
Which fund is better VTSAX or Vfiax? VTSAX is a strong index fund, and other options such as VFIAX can be viewed as possible alternatives. However, VTSAX and VFIAX are different because they track different indexes. Overall, VTSAX is considered a sturdy investment, but VFIAX may have the better potential to outperform in the future.
What is fidelity version of VTSAX?
Fidelity offers a mutual fund that is broadly similar to Vanguard’s VTSAX: the Fidelity ZERO Total Market Index Fund (FZROX).
Does VTSAX include Nasdaq? Fund Summary
The fund employs an indexing investment approach designed to track the performance of the index, which represents approximately 100% of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks regularly traded on the New York Stock Exchange and Nasdaq.
Can I buy VTSAX from Fidelity?
The minimum investment in VTSAX mutual fund is $3,000. No minimum investment required for FSKAX. If you buy VTSAX through Fidelity, you will be charged a transaction fee.
Does VTI pay a dividend? The Vanguard Total Stock Market (VTI) ETF granted a 1.51% dividend yield in 2021.
Does Vanguard automatically convert to Admiral?
You may be converted automatically
We periodically review your Investor Shares mutual fund investments to see if you’re eligible for Admiral Shares.
Is Vanguard VTI a good investment? VTI is a highly efficient fund with a low expense ratio. AUM are also impressive at more than $289 billion.
What percentage of VTSAX is Apple? Top 10 Holdings
| Company | Symbol | Total Net Assets |
|---|---|---|
| Apple Inc. | AAPL | 5.82% |
| Microsoft Corp. | MSFT | 5.07% |
| Amazon.com Inc. | AMZN | 2.99% |
| Alphabet Inc. Cl A | GOOGL | 1.84% |
Does VTSAX have GME?
Vanguard’s ownership of GameStop stock
About 2% of GameStop is owned through VTSAX—nearly 1.5 million shares at the end of 2020. VTSAX held about 1.5 million shares of GameStop ($GME) as of 12/31/2020.
Which is best mutual fund?
Here’s the list of the five best mutual funds for SIP:
| Fund Name | 3-year Return (%)* | 5-year Return (%)* |
|---|---|---|
| Mirae Asset Emerging Bluechip Fund Direct-Growth | 22.98% | 18.56% |
| SBI Focused Equity Fund Direct Plan-Growth | 19.12% | 17.92% |
| UTI Flexi Cap Fund Direct-Growth | 20.55% | 17.56% |
| Axis Bluechip Fund Direct Plan-Growth | 17.52% | 17.51% |
