Sound Investing

The Magic of Indexing


Listen Later

Paul updates his list of reasons to use index funds plus comparing the handful of Vanguard Small Cap Value ETFs (VTWV, SLYV, VBR AND VIOV) with the newer Avantis and DFA small cap value ETFs.  He also makes the case that AVUS and DFAU total market funds are likely to produce better returns than VTSAX, VTI, VOO AND VFINX.

He also discusses the 15 year returns of 6 each large cap growth, large cap value, small cap blend, small cap growth and small cap value indexes.  The lessons from these tables should be enough to encourage investors to take a closer look at the holdings in their holdings in these asset classes.  

In his discussion of indexing he mentions a podcast "#1 reason to own index funds " that has had more than 1,067,000 opens and his MarketWatch article entitled “30 Reasons I Love Index Funds.” He also committed to producing a video, on how to use Morningstar to compare your mutual fund and ETF investments, before the end of the year.

...more
View all episodesView all episodes
Download on the App Store

Sound InvestingBy Paul Merriman

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

336 ratings


More shows like Sound Investing

View all
The Stacking Benjamins Show by Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

The Stacking Benjamins Show

1,994 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

455 Listeners

Your Money, Your Wealth by Your Money, Your Wealth

Your Money, Your Wealth

813 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

793 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,347 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

542 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

755 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

547 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

695 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

200 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

617 Listeners

The Long View by Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist

The Long View

940 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

205 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

145 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,074 Listeners