Vbiax vs vtsax. Or go VBIAX in taxable, VWELX in Nov 16, 2020 · Howdy, Anyone know of plans for Vanguard to introduce an ETF for VBIAX (Vanguard Balanced Index Fund)? Or a reason why it doesn't exist? I'd like to utilize this fund in some new small accounts and the $3,000 threshold is holding me back. I would appreciate feedback. Jun 22, 2018 · VBIAX vs. 13% Both are 60% stocks and 40% bonds. . Wiki article Tax-efficient Fund Placement. For 2023, about 43% of dividends were qualified, so it varies. Wellington] by yousha » Fri Jun 22, 2018 9:41 pm Any comments on these two funds. Dec 10, 2024 · FBALX looks to have outperformed VBIAX by very roughly 1. I suppose I could make this a la carte. Sep 7, 2023 · VBIAX is the Vanguard Balanced Index Fund and it is exactly equivalent to 60% in Total Stock and 40% in Total Bond, rebalanced continuously. Feb 1, 2019 · Vanguard Balanced Index (VBIAX) has an expense ratio of 0. Bond funds and balanced funds are not very tax-efficient and ordinarily should be held in a tax-advantaged account. Feb 20, 2021 · For longer term investing in a taxable account I do NOT suggest using Vanguard Balanced Index Fund (VBIAX) unless you are in a low tax bracket and expect to always be in a low tax bracket. One is tempted to take the hint, and go full-Wellington. Feb 7, 2019 · VBIAX: $176k VWELX: $232k Two things: Wellington stands out as having done rather well in the 21st century, even against the two index funds. It is, in fact, an example of a Bogleheads' three-fund portfolio in which the overall stock/bond allocation is 60/40 and the stock allocation is 100% US. VWELX [Vanguard Balanced Index vs. Why would anyone want to pay almost double the expense ratio for Vanguard LifeStrategy Moderate Growth Fund (VSMGX) ? Sep 9, 2024 · For VBIAX in 2024, Vanguard estimates that about 37% of dividends will be qualified, so about 63% would be taxed as ordinary income. 5% on average, but has a much higher expense ratio. I chose VBIAX over VWELX because of a lower expense ratio and relatively similar performance over 10 years as well as 1,3, and 5 year performance. And bond-heavy Wellesley seems to have done surprisingly well even compared to the others, with much less risk. 07% Vanguard LifeStrategy Moderate Growth Fund (VSMGX) has an expense ratio of 0. Or is there another ETF with low expense ratio AND good performance? Jan 7, 2022 · Re: Schwab equivalent to VBIAX by UpperNwGuy » Fri Jan 07, 2022 7:34 pm Other than VBIAX (Vanguard Balanced Index Fund), VTMFX (Vanguard Tax Managed Balanced Fund), Wellington, and Wellesley, most balanced mutual fund and ETF offerings by the major issuers are funds-of-funds, and that tends to drive up expense ratios. Apr 23, 2024 · VBIAX is a fine fund in a taxable account if you have exhausted the capacity of tax-deferred accounts to hold your fixed-income allocation and it allows you to reach your asset allocation goals. Any other suggestions for an ETF to replace VBIAX? I would rather follow the lowest expense ratio, but the performance might be worth it in this case. vwjjicab eusqsy yelxuw xqae hxenk ofsmot zsqssw wgc nubcu uynfz