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Personal Investments • Using multiple Small and Mid cap funds to cover market caps?

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I've been researching the different indexes for small and mid caps and have found that theres quite a significant difference between what the indexes consider to be in the small and mid cap range, and it leaves me wondering if its worth it to own multiple funds to capture all of the market cap spaces . for instance the general guidelines is mid caps are 2-10 billion, and yet Vanguard small Cap index CRSP average market cap is 6.7B , while the Sp600 is 2.5B, Schwab DJ 3.5B, and Russell 2000 2.7B. in the midcap space , Vanguard's CRSP 31.2B, SP400 7.9B, DJ 10.3B, and Russel 20.9B.
if you plug these index funds into portfolio visualizer being 50/50 for each respective index creator, they vary wildly in terms of mid and small cap allocations

the Vanguard CRSP VO and VB comes out to 6.40% Large, 61% mid and 33% small
The Schwab Dow Jones SCHM and SCHA comes out to 69% small and 31% mid
the IShares IJH and IJR comes out to 81% small and 19% mid.
the Russel IWR and IWM comes out to 4.8% Large, 40% mid and 56% small

so, do you think it would be reasonable to try and capture most if not all of the market caps by being in several funds?
I mean , if you just did a TSM fund the percentages of the small and mid cap stocks are so low they hardly affect it , it tracks practically identical to the SP500, and even mega cap funds like MGC, which is just the top 200 stocks, track identical to VTI.

So what are your thoughts on this?

https://www.portfoliovisualizer.com/bac ... zA6X2zasdR



https://www.portfoliovisualizer.com/bac ... VUY3TZ84N5


https://www.morningstar.com/etfs/why-ho ... small-caps


https://www.morningstar.com/etfs/readin ... d-cap-etfs

Statistics: Posted by camper95 — Fri Apr 26, 2024 5:04 pm — Replies 1 — Views 110



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