Percentage ownership of a given. Vtsax is market weighted, so the amount of stock it holds for each company corresponds to that company's share of the total index. 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.
Vtsax is a market cap weighted fund. So naturally, as of now, those stocks take up much of the share. Exchange some vtsax for vhyax or no?you're missing that the shares prices are different between these funds.
The stocks of the s&p 500 make up about 80% of vtsax by market cap. Need help choosing index funds from limited hsa choices viiix is an s&p 500 fund. As a mutual fund, vtsax is not traded throughout the day and is only priced once per day. I am sure back when xom had the highest market, it would have been.
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. Vtsax shares are ~3x the cost of vhyax shares. 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.