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ETF equivalent of VWELX?
Old 11-24-2021, 10:24 AM   #1
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ETF equivalent of VWELX?

Have a small amount parking at TDAmeritrade, want to invest in VWELX but dont want to pay a transaction fee, is there an ETF equivalent ?
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Old 11-24-2021, 10:35 AM   #2
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VBIAX is as close as you'll get but of course there's no exact ETF equivalent to either of Vanguard's legendary "W's" since they are both actively-managed funds. No style drift risk and a fraction of the ER with this ETF though and the long-term returns are very similar, to say the least - not to mention being more tax-efficient:

https://personal.vanguard.com/us/fun...vigatingFrom=6
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Old 11-24-2021, 10:50 AM   #3
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VBIAX is a fund and trading costss would be incurred. I think.

This page is mildly useful: https://etfdb.com/mutualfund/VWINX/
They have no recommendations for the equity side, but lots for the bond side.

I would use SCHD or similar value ETF, and pair that with a muni ETF that works well in your state.
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Old 11-24-2021, 10:44 PM   #4
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Quote:
Originally Posted by target2019 View Post
VBIAX is a fund and trading costss would be incurred. I think.

This page is mildly useful: https://etfdb.com/mutualfund/VWINX/
They have no recommendations for the equity side, but lots for the bond side.

I would use SCHD or similar value ETF, and pair that with a muni ETF that works well in your state.
Thanks for correcting my mistake about VBIAX. Your recommendations are excellent.
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