I am pretty aware of the differences between the different options here, vti = etf, no minimum.05% fees vtsmx = mutual fund, 3k minimum,.17% fees vtsax = mutual fund. Need help choosing index funds from limited hsa choicesviiix is an s&p 500 fund. Percentage ownership of a given.
I am sure back when xom had the highest market, it would have been. As a mutual fund, vtsax is not traded throughout the day and is only priced once per day. July 06, 2023, 08:19:10 pm » dr mr money mustache, i’m looking to move my 403b at work through fidelity into something similar to vtsax.
Exchange some vtsax for vhyax or no?you're missing that the shares prices are different between these funds. Vtsax buy and sell orders execute at the. Vtsax shares are ~3x the cost of vhyax shares. Target retirement funds vs vtsaxeven if you are gun shy about 100% vtsax, you can set up an asset allocation of vtsax and vbtlx and do automatic rebalancing.
So naturally, as of now, those stocks take up much of the share. Vtsax is a market cap weighted fund. The stocks of the s&p 500 make up about 80% of vtsax by market cap.