TSLA - VV: Perhaps Less Of A 'Large-Cap' Fund Than The Plain-Old S&P 500
2024-01-24 16:39:57 ET
Summary
- The Vanguard Large-Cap ETF is a low-cost fund that has a solid long-term performance track record (average 10-year annual return of 11.91%).
- However, and while I previously recommended buying the VV ETF, I have recently changed my tune.
- Turns out, the VV ETF is actually less heavily weighted in Large-Cap stocks than the S&P 500 because it holds 28 additional companies in the fund (i.e. 528 total companies).
- Today, I will offer advice that should not only increase returns as compared to the VV ETF, but should also result in reducing the total number of equities in your portfolio.
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VV: Perhaps Less Of A 'Large-Cap' Fund Than The Plain-Old S&P 500