Which is better VUN or VFV?
VUN has an MER of 0.16% compared to VFV at 0.07%. Both are small, and the difference comes out to around $9 annually for a $10,000 portfolio. Still, VUN is more than twice as expensive as VFV, which can make a difference when held for the long term.
The Vanguard Balanced ETF is one of the best options for those seeking a long-term hold that want help during market uncertainty. The portfolio consists of a balanced ratio of 60% equities and 40% bonds.
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard S&P 500 Index ETF CAD Hedged (VSP)
- iShares Core S&P 500 Index ETF (XUS)
- BMO S&P 500 Index ETF (ZSP)
- Horizons S&P 500 Index ETF (HXS & HXS.U)
VUN has a MER of 0.16%, compared to XUU at 0.07%. For a $10,000 portfolio, the difference works out to around $9 per year. While miniscule, this can add up over time, so the win goes to XUU here.
Both ETFs therefore hold the same underlying stocks, but in different ways. VOO elects to actually purchase all 500 of the index's stocks in their corresponding proportions. VFV simply holds VOO as a “wrapper.” The structure doesn't make a discernible difference in terms of performance, but it's good to understand.
Conclusion. VFV ETF is a simple and effective fund from Vanguard that does as advertised: it tracks the S&P 500. It is an effective option for passive investors. I'm a big fan of VFV, because I feel that American companies are more diverse and international than Canadian ones.
- Vanguard FTSE All Cap Index ETF (VCN) VCN provides exposure to large, mid, and small-cap companies in Canada. It holds 181 stocks and has a low MER of 0.06% ...
- BMO S&P/TSX Capped Composite Index ETF (ZCN) This equity ETF includes 241 stocks that constitute 95% of the Canadian equity market.
...
VFV.TO Dividends.
| Date | Value |
|---|---|
| 06/29/20 | $0.3355 |
| 03/10/20 | $0.2663 |
| 12/30/19 | $0.2748 |
| 09/25/19 | $0.2704 |
Vanguard is one of the biggest names in the industry, and its S&P 500 index fund historically outperforms the benchmark index.
...
Vanguard VFV ETF Holdings.
Should I invest in XUU?
For panellist Mark Yamada, XUU is best for long-term holders because of its low fee of 0.07%. “Goal-based investors, who are targeting specific sums of money at certain future dates, might consider low-volatility products that help control volatility over shorter periods,” he adds.
...
XUU.TO Dividends.
| Date | Value |
|---|---|
| 03/18/15 | $0.0540 |
iShares S&P 500 Index ETF(XUS-T) Rating
A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.
VFV is a Canadian-listed ETF. VFV is the Canadian version of U.S. VOO. Using VFV in a non-registered account withholding taxes will apply (15%) but they are recoverable when investors file their tax returns. Using VFV in a RRSP or TFSA withholding taxes will apply.
VOO. VFV is the Canadian version of the Vanguard S&P 500 ETF offered by Vanguard U.S. VOO is listed on the New York Stock Exchange and is traded in U.S. dollars. What this means is you will be paying FX fees if you purchase VOO using Canadian dollars.
Investing in Vanguard's VOO is a low-stress way for investors to access the U.S. equity market. However, there is the risk of loss as with any investment, and investors should consult a financial professional before investing in the Vanguard S&P 500 ETF.
- BMO Canadian Dividend ETF (ZDV)
- Vanguard Canadian High Dividend Yield ETF (VDY)
- iShares Canadian Select Dividend ETF (XDV)
- iShares S&P/TSX High Dividend Index ETF (XEI)
- Horizons Active Canadian Dividend ETF (HAL)
- Invesco Canadian Dividend ETF (PDC)
- 1) Motilal Oswal NASDAQ 100 ETF. The Scheme seeks an investment return that corresponds to the performance of the NASDAQ 100 Index, subject to tracking errors. ...
- 2) HDFC Sensex ETF. ...
- 3) SBI ETF Sensex. ...
- 4) ICICI Prudential NV20 ETF. ...
- 1) Nippon India ETF Long Term Gilt.
Choose the ETF with the lowest volatility
For example, an ETF that is weighted by each stock's market capitalization may be less volatile than one that holds equal amounts of each stock in the index. The number of equities within an ETF can also have an impact on its volatility.
For most personal investors, an optimal number of ETFs to hold would be 5 to 10 across asset classes, geographies, and other characteristics. Thereby allowing a certain degree of diversification while keeping things simple.
