CHOOSING INVESTMENTS
IVV and VTS overlap
I’m new to investing. Is it worth holding lVV with around 500 companies and VTS with around 3800 companies. I’m thinking lm getting more overall market share, to invest in with large cap to small cap companies, spreading my risk. Cheers, Paul
Paul Leslie Fodor.
19 July 2023
1 Comments
10 months ago
Hey Paul.
As you’ve suggested, there’s a huge overlap with those two particular funds. So I’m not sure whether it makes sense to hold both? Personally I would just pick one given they are extremely similar.
It’s worth remembering that given those two funds are ‘market cap’ weighted, it means the vast majority of the fund is invested in the biggest companies. This means that VTS, while having a lot more companies and being more diversified, will still perform very similar to IVV over time.
Either way, both are popular choices for long term investing in US shares, so there’s no wrong choice.
Cheers, Dave
Like
0
•
Reply4000 characters left
Related posts
Choosing Investments
Overlap In ETF's
Hey There! I do have a question about overlap of stocks in ETF's. A site I follow has an international model portfolio...
Choosing Investments
I've heard that most people would only invest in VDHG if they had to choose one ETF. May I ask why?
Hi everyone, I’m quite new to the platform, and so far I have only invested in VDHG. I've heard that most people would...
Choosing Investments
VDHG vs VAS-VEU-VTS
I am doing vas- veu- vts bec collectively of their lower fees than vdhg. However factoring in the US taxes and 3rd yearl...