This resembles more closely the typical expense ratios of low-fee ETFs such as VTI. SWTSX has even lower fees than that: 0.03%. This means you’d pay $4 in fees for every $10,000 invested per year. The average among mutual funds is somewhere around 0.75%. Expense Ratioįor a mutual fund VTSAX has an extremely low expense ratio of just 0.04%. Much more important are things like the expenses ratio which actually have an impact on our return on investment. For us, as individual investors, the structure really only plays a very minor role. stock exchanges.Īlthough these two funds are technically structured differently, they practically work exactly the same way. This index encapsulates more than 3,000 companies from large-cap to small-cap listed on U.S. The Schwab Total Stock Market Index Fund (SWTSX), on the other hand, in an index fund. This is because it is passively managed and aims to emulate the performance of the entire U.S. However, it performs pretty much exactly like an index fund. This means it does not actively track any index per so. ![]() The Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) is structured like a mutual fund. Total Stock Market Index Expense Ratio 0.04% 0.03% Issuer Vanguard Schwab Structure Mutual Fund Mutual Fund Minimum Investment $3,000 Price of 1 Share AUM $134B $ 8.8B Holdings 3,680 3,059 Index We’ll take a look at their difference in composition, exposure to different industries as well as overall performance, and annual returns.Īre you as excited as I am? □ Let’s go! What’s The Difference? VTSAX SWTSX Name Vanguard Total Stock Market Index Fund Admiral Shares Schwab Total Stock Market Index Fund Index – Dow Jones U.S. ![]() In this post I’ll highlight some of the key differences between VTSAX and SWTSX.
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