Betterment is changing their core portfolio to remove the value tilt. They are also shifting to Spyder funds, because they are lower cost then Vanguard funds it looks like. Is the S&P 600 small cap funds better "quality" companies then VBR? I heard on a podcast that the S&P has certain active things they look for in companies for them to be part of the S&P and Vanguards VBR just takes everyone including the good and junk companies. What's the big difference between these? They are giving people the option to change to the new one if they want. I shouldn't need these funds for over 5 years.
As far as the other funds they are getting rid of the large cap value category completely and still using an S&P 500 fund and still have a mid and small categry but are now S&P 600/400. They are keeping the same Vanguard International funds for both developed and emerging markets. They are showing that total between the old and new portfolio that they still average 0.04% for the total ER.
SPDR® Portfolio S&P 600 Sm Cap ETF SPSM https://www.morningstar.com/etfs/arcx/spsm/quote
Vanguard Small-Cap Value ETF VBR https://www.morningstar.com/etfs/arcx/vbr/quote
As far as the other funds they are getting rid of the large cap value category completely and still using an S&P 500 fund and still have a mid and small categry but are now S&P 600/400. They are keeping the same Vanguard International funds for both developed and emerging markets. They are showing that total between the old and new portfolio that they still average 0.04% for the total ER.
SPDR® Portfolio S&P 600 Sm Cap ETF SPSM https://www.morningstar.com/etfs/arcx/spsm/quote
Vanguard Small-Cap Value ETF VBR https://www.morningstar.com/etfs/arcx/vbr/quote
Statistics: Posted by passive101 — Tue Jan 16, 2024 3:49 pm — Replies 4 — Views 237