Swtsx Vs Vti - Vti is an etf, while swtsx is a mutual fund. Mutual funds have the benefit of being fractional โ you can buy and sell in dollars instead of units of shares โ and allowing automatic investing at. Swtsx has a slightly lower er (0. 03% vs 0. 04% for vtsax), but slightly lower returns over the long run (like. 1% lower than vtsax). Keep piling vtsax into my roth or convert. Compare vti and swtsx etfs on current and historical performance, aum, flows, holdings, costs, esg ratings, and many other metrics. It's the sale of the swtsx that generates the taxable event. Now, the vanguard specific thing is that vtsax can be exchanged for vti through the vanguard brokerage themselves without. In my taxable account for the past several years i have been making automatic investments into the schwab total stock market index fund (swtsx). From what i have read. Swtsx is just the schwab version of the total market index fund. It is very similar to vtsax. Both are very tax efficient. Personally, i much prefer the layout and customer. Compare swtsx and vti based on historical performance, risk, expense ratio, dividends, sharpe ratio, and other vital indicators to decide which may better fit your portfolio. Spy vs qqq vs voo, swtsx vs vti vs iwv, spdw vs vt, etc etc. I've always been partial to spy & qqq, but i've noticed a lot of people on this sub prefer vanguard etfs. Swtsx has an annual distribution while vti has a quarterly distribution. Shouldn't matter, as most funds can and do internally reinvest dividends they receive in between fund level distributions. Both swtsx and vti are great options. They are both very similar.
Vti is an etf, while swtsx is a mutual fund. Mutual funds have the benefit of being fractional โ you can buy and sell in dollars instead of units of shares โ and allowing automatic investing at. Swtsx has a slightly lower er (0. 03% vs 0. 04% for vtsax), but slightly lower returns over the long run (like. 1% lower than vtsax). Keep piling vtsax into my roth or convert. Compare vti and swtsx etfs on current and historical performance, aum, flows, holdings, costs, esg ratings, and many other metrics.