Nic Tustin, BA Econ
Vanguard S&P 500 Index ETF (VFV) seeks to track the performance of a broad U.S. equity index that measures the investment return of large-capitalization U.S. stocks. Currently, this Vanguard ETF seeks to track the S&P 500 Index. It invests directly or indirectly primarily in stocks of U.S. companies.
VFV ETF Review
- Employs a passively managed, full-replicated index strategy to provide exposure of large U.S. companies.
- Uses efficient, cost effective index management techniques
| Manager | Vanguard |
| Ticker | VFV |
| Inception | 2012-11-02 |
| MER | 0.09% |
| AUM | $12,240,000,000 |
| Holdings | 505 |
| Beta | 0.96 |
| P/E | 26.51 |
| Dividend | $0.350141 |
| Yield | 1.09% |
| Distributions | Quarterly |
VFV Top 10 Holdings
VFV invests primarily instocks of U.S. companies located in the S&P 500 Index weighted based on market capitalization. The top 10 investmentsaccount for29.0%of the total holdings.
| Ticker | Name | Weight |
|---|---|---|
| AAPL | Apple Inc. | 7.19% |
| MSFT | Microsoft Corporation | 6.52% |
| AMZN | Amazon.com, Inc. | 2.68% |
| NVDA | NVIDIA Corporation | 1.95% |
| GOOGL | Alphabet Inc Class A | 1.82% |
| BRK.B | Berkshire Hathaway Inc. | 1.69% |
| GOOG | Alphabet Inc. Class C | 1.60% |
| META | Meta Platforms Inc | 1.52% |
| XOM | Exxon Mobil Corporation | 1.39% |
| UNH | UnitedHealth Group Incorporated | 1.31% |
| Ticker | Name | Weight |
VFV Performance
Quickly compareVFVto other investments focused on Canadian equities by fees, performance, yield, and other metrics to decide whichETFfits in your portfolio.
| Manager |  | | |  |  | |
| ETF | VFV | VSP | VUN | ZSP | XUU | XUS |
| Inception | 2012-11-02 | 2012-11-02 | 2013-08-02 | 2012-11-14 | 2015-02-10 | 2013-04-10 |
| MER | 0.09% | 0.09% | 0.17% | 0.09% | 0.07% | 0.09% |
| AUM | $8,890,000,000 | $2,450,000,000 | $6,240,000,000 | $9,297,490,000 | $2,301,164,401 | $4,534,742,574 |
| 1Y | 19.16% | 20.22% | 17.98% | 19.13% | 18.46% | 19.26% |
| 3Y | 10.48% | 8.82% | 9.55% | 4.64% | 10.08% | 10.24% |
| 5Y | 10.65% | 8.18% | 9.75% | 10.65% | 9.75% | 10.51% |
| 10Y | 14.62% | 10.65% | 13.89% | 14.60% | N/A | 14.58% |
VFV vs VEQT
VFVis the superior performing, older, less expensive and more popularETFthanVEQTless volatile, more diversified and higher yielding.
VFV vs VOO
VFVis the superior performing and less volatileETFthanVOOwhich is older, less expensive, more popular, more diversified and higher yielding. VOO avoids the 15% withholding tax on dividends in RRSP and RRIF accounts, but the minimal savings are not worth the difference of purchasing VFV, an un-hedged ETF.
VFV vs VSP
VFVis the superior performing, less expensive and more popularETFthanVSPless volatile, higher yielding and hedged to the Canadian dollar.
VFV vs VUN
VFVis the superior performing, older, less expensive and more popularETFthanVUNless volatile, more diversified and higher yielding.
VFV vs XEQT
VFVis the superior performing, older, less expensive and more popularETFthanXEQTless volatile, more diversified and higher yielding.
VFV vs XUS
XUSis the superior performingETFthanVFV, older, more popular,less volatile, less expensive and higher yielding.
VFV vs XUU
VFVis the superior performing, older, less expensive and more popularETFthanXUUless volatile, more diversified and higher yielding.
VFV vs ZSP
VFVis the superior performing and more popularETFthanZSPless volatile and higher yielding.
Conclusion
Vanguard S&P 500 Index ETF (VFV.TO) is a greatlong-term growth investment to diversify your portfolio and gain exposure to American equities, more importantly, technology and healthcare sectors.VFVis a convenient and low-cost way to invest in the S&P 500 stocks that have outperformed similar hedged ETFs.
Sunny
2024-02-29
Nic's vast knowledge in financial investments is exceptional. Highly recommended.
Peter Vigna
2024-01-27
Nic is the best source for financial education on social media best etf recommendations.
519 Painting
2023-05-01
Nick was a tremendous help with our financial planning for our new company!
Nic is professional, intuitive, personable and passionate about his role. We are so gald to have Nic as our financial advisor; our portfolios are well managed and we have been happy with the outcomes over the years. Nic always goes out of his way to help us.We had a bad experience with our Canada life mortgage broker, his lack of support and responsiveness almost cost our family a great opportunity so we had to move on. We honestly wish Nic was able to handle our mortgage needs as well. This will ensure that all our service needs will be well managed.Thank you Nic for everything you do!
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2022-06-25
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2021-06-10
This was my first experience with a financial planner. Nic took the time to explain everything to me. He is very patient and thorough. We talked about my goals and plans for retirement. We also talked about my comfort level when it comes to the the ups and downs of investing.I felt very comfortable with Nic. He is down to earth and very knowledgeable.I would highly recommend Nic to anyone needing a financial planner.I feel much more comfortable with my investment plan because of Nic and look forward to working with him for all my investment needs.
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2021-05-11
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2021-05-10
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Familia Homes Inc.
2021-05-10
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Nic Tustin, BA Econ
I used my experience from Sunlife, BMO, TD, Edward Jones and Canada Life to create apps to help investors pay fewer fees and income tax. I have a degree in Economics from the University of Waterloo, and financial industry designations such as the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), Wealth Management Essentials (WME)and LLQP. I primarily focus on tactical asset allocation by actively balancing portfolios to reduce market risk. I’ve built my business on a foundation of integrity, due diligence, and innovation. I have the essential resources and financial expertise to implement these sophisticated strategies and help you understand how the variables, such as length of investment, liquidity of the investment, inflation rate, income taxes, market fluctuations, and interest rate risks can impact the results you want to achieve long term.
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