Vtsax is a market cap weighted fund. Vanguard might not charge if you sell vti and buy vtsmx, but the gains will still be taxed. Need help choosing index funds from limited hsa choicesviiix is an s&p 500 fund.
I am sure back when xom had the highest market, it would have been. Vti, vtsmx, vtsax regarding #3. I've only used mutual funds before, mainly vtsax and vgslx but have some vtiax in retirement accounts.
So naturally, as of now, those stocks take up much of the share. 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. I can no longer contribute to the iras and don't have any. Vtsax is market weighted, so the amount of stock it holds for each company corresponds to that company's share of the total index.
Etfs are typically more tax efficient than mutual funds, but vanguard has a patent that makes their etf/mutual fund pairs. Percentage ownership of a given. 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. Besides that, this advice is spot on.