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Index or managed
Old 12-08-2017, 08:09 PM   #1
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Index or managed

Vanguard Global Equity vs Total World index. Year to date results are better for the managed fund. Is the crowded index strategy creating opportunity?
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Old 12-08-2017, 11:24 PM   #2
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I think it would be a fool's errand to judge any investment orinvestment strategy based on less than 3 years of results.... that would be a minimum... 5 or 10 years at the least.
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Old 12-08-2017, 11:51 PM   #3
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Yep looks like VHGEX is performing better than VTWSX.
It also has a higher MER by .30 ( .51% vs .21%)
And the turn-over rate is 45% vs 15% so this would create issues in a taxable account at least I would think it would.

Both do worse than VTI which charges 0.05% MER
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Old 12-09-2017, 12:02 AM   #4
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After 5 years the winner is.. the managed fund. After expenses. Turnover in an IRA is of no consequence. Vanguard & Wellington do a good job with their managed funds. I think any boat even the index boat could develop a leak. Here I am just askin for trouble.
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