by taxgeek2255 » Wed Aug 07, 2019 12:42 pm, Powered by phpBB® Forum Software © phpBB Limited. Are you planning to transfer to Fidelity? See Vanguard Total Intl Stock Idx Fund (VTIAX) mutual fund ratings from all the top fund analysts in one place. He established the Puritan Fund – “the first income-oriented mutual fund to invest in a portfolio of common stocks.”. You can build … Before we dive into the analysis, I wanted to highlight who this analysis is intended for. Fidelity, on the other hand, appears to have routed the competition and taken home the gold in this area. Have a question about your personal investments? My preferred ETFs for Fidelity investors are the iShares ETFs IXUS or IEFA, which have low fees and are commission-free at Fidelity. I did the same research earlier this year to build a list of tax-loss harvesting “groups” and it definitely took some digging to get all the Fidelity/iShares funds straight. In my opinion, because it has the same expense ratio as the Fidelity Total International Index Fund, with slightly less diversification (no small-cap exposure), I don’t think FSGGX makes sense for most investors unless you have a particular aversion to small cap international stocks. As you mentioned the difference is the inclusion of small caps. Fidelity Select Chemicals made its debut in July of 1985, and since then, FSCHX has accumulated about $980.74 million in assets, per the most up-to-date date available. The fund employs an indexing investment approach designed to … iShares Core MSCI EAFE ETF (IEFA) is essentially the ETF version of the Fidelity International Index Fund (FSPSX), but it is managed by iShares. hide. Sure it has fewer stocks, but I’m sure it tracks plenty close to … Now I am a physician helping fellow doctors navigate the crazy world of finance. If you are a Fidelity investor, which international index fund do you use? A sharply dressed man stands outside. report. by travelogue » Fri Jan 25, 2019 10:10 pm, Post Fidelity offers more than 20 Fidelity-branded index funds. by stlutz » Fri Jan 25, 2019 9:03 pm, Post No more shifting between your Vanguard, Fidelity, and Schwab accounts to calculate your asset allocation or net worth. iShares Core MSCI Total International Stock (IXUS) tracks the same index as the Fidelity Total International Index Fund (FTIHX), but in an ETF form. 1 comment. Does it have a similar fund as the Vanguard VWINX? Posting as : works at. I don’t think 11 bps is worth fretting much over. Fidelity. What do you think? You're right that VTSAX has a good mix of international exposure built into that. What Fidelity mutual funds would you recommend? I’m not a doctor nor do I play one on TV. It's free and you can unsubscribe at any time. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use. Posting as : works at Booz Allen Hamilton. Therefore, it does not give you exposure to international small-cap stocks like FTIHX. Fidelity Zero Total Market Index Fund 0.00% expense ratio 2T. See Vanguard Total Intl Stock Idx Fund (VTIAX) mutual fund ratings from all the top fund analysts in one place. FZILX has the lowest expense ratio (zero!) I have almost all of my international portion of the portfolio in VXUS, which is Vanguard total international (mutual fund equivilent VTIAX). Thank you so much for your research! Posting as : works at. FTIPX is the newer fund form Fidelity that is equivalent to VTIAX. It was only introduced in 2016, and already has $1.9 billion in assets under management. The ETFs in the tables consist of ones that track the same index and are in the same ETFdb category as the mutual fund Nevertheless I could tell after the first few paragraphs that I too might enjoy subscribing to your blog. The ticker symbols for those ETFs are VTI … By subscribing to the e-mail list, you'll get the WSP newsletter and new post notifications. I currently hold vtsax but just opened a fidelity with hopes to by the vti version. Because it gives you the broadest exposure to international stocks (developed and emerging markets, small-cap and large-cap), all at a very low expense ratio of 0.06%. It has the lowest expense ratio of all of the Fidelity international index  funds at 0.045%. by travelogue » Fri Jan 25, 2019 5:12 pm, Post In 2018, the buzz in the index fund world came from the introduction of zero expense ratio index funds at Fidelity. For international stock exposure, Fidelity introduced the Fidelity ZERO International Index Fund (FZILX). The reason why you shouldn’t buy Fidelity funds from a Vanguard or a Schwab account is because there is a transaction fee to purchase Fidelity funds from Vanguard (typically $8-$20 if you buy online) or Schwab ($76 transaction fee for online purchases). NAV: 31.91 : Offer Price (POP) 31.91: Net Change-0.09 : Load % 0.0000% Net Change % Vanguard’s VTSAX began on November 13, 2000, or 248 days after the dot com bubble started to burst. One last thing to mention is that there are equivalent ETF versions of each of these index funds that don’t require a minimum $3,000 investment. One other note. Otherwise, good luck trying to buy FZILX. In answer to your query, I use FTIHX because it offers the broadest diversification. 1 9 months. Fidelity does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating ETPs. I’m a big believer in investing at the market cap weight vs investing an arbitrary number in US vs International. You can literally start with just $1 and instantly have a low-cost globally diversified portfolio. NAV: 31.91 : Offer Price (POP) 31.91: Net Change-0.09 : Load % 0.0000% Net Change %-0.28125% : Last Dividend (09/21/2020) 0.1796: Previous NAV: 32.00 : Last Cap Gain ST 0.00 : Previous NAV Date: 12/10/2020 : Last Cap Gain LT 0.00: Fund Number : 30-Day Yield % 0.00: Quotes are displayed by … Learn about VTIAX's parent, including aggregate fund flows, total net assets, analyst rating breakdown, and primary market. Switch from VXUS (VTIAX) to Fidelity No Fee fzilx? S&P 500 or a total stock market index fund, Fidelity Total International Index Fund (FTIHX) offers the broadest exposure to international stocks (developed and emerging markets, small-cap and large-cap), all at a very low expense ratio of 0.06%, the introduction of zero expense ratio index funds, mutual funds are less tax-efficient than ETFs, Saving For College: Introduction to 529 Plans, Why Japanese Workers (and Medical Residents) Should Pursue FIRE, VTSAX Review: Invest In The Largest Mutual Fund In The World, Freedom, Freedom Index, or Freedom Blend: Understanding Fidelity’s Confusing Lineup Of Target-Date Funds. Fidelity also charges no commission on all ETFs if you place the trades online. My fidelity returns are in general worse than Vanguard. You just pick one based on your target year and risk tolerance. share. NASDAQ Price Display Hide price: Time Frame: Before investing in any mutual fund, exchange … Like. Analyze the Fund Vanguard Total International Stock Index Fund Admiral Shares having Symbol VTIAX for type mutual-funds and perform research on other mutual funds. The doorbell rings. Unless you’d like to manage your own mix, these are great choices. It tracks the Fidelity Global Ex US Index, an index designed to track the performance of international large- and mid-cap stocks. 76% Upvoted. Fidelity supports 128-bit browser encryption. The ETF alternatives to VTIAX listed below consist of (1) ETFs which track MSCI ACWI ex USA Investable Market Index, and (2) ETFs which track other indexes in the same ETFdb.com Category as MSCI ACWI ex USA Investable Market Index. The Fidelity ZERO Total Market Index Fund (NASDAQMUTFUND:FZROX), and funds like it, essentially invest in every single company listed on U.S. markets with only a … ↳   The Bogleheads® Wiki: a collaborative work of the Bogleheads community, ↳   Local Chapters and Bogleheads Community. report . I also like having some VTIAX as well. by darkhorse346 » Sat Jan 26, 2019 6:40 am, Post Before I went to medical school, I worked on Wall Street as a trader at an investment bank. “I sell Colgate toothpaste,” he says. Now I’m trying to decide if I should get out and look for a different bond fund with lower ER. Fidelity does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating ETPs. From 2008-2017, the fund has risen 8.64% annually, and from 1997-2017, the fund has risen 7.55%. Selecting the four values from the Quantity column and selecting the “SUM” function, I see that I want to sell 8,144.922 shares of FTIHX. 1 Like. You can use this module to analyze the comparative aspects of Fidelity and Vanguard across most of their technical and fundamental indicators. I like the real time ability and the fractional shares aspect. My preference at Fidelity is to use mutual funds in retirement accounts and ETFs in taxable accounts, because mutual funds are less tax-efficient than ETFs at Fidelity. All of them have no minimum investment requirement. This thread is archived. Learn more about mutual funds at fidelity… It has a 0.11% expense ratio, which is by far the biggest expense ratio in my portfolio. These differences are small and probably won’t make a big difference in the long-run, but if you can get access to these international stock markets with a minimal increase in expense ratio, why not? An R … I am a doctor, not an accountant or financial advisor. 9 months. You realize FZIlX is a mutual fund and not an etf, right? Unless I’m missing something, FZIlX is a lot less tax efficient than VXUS, which would make the change counterproductive. All of them have no minimum investment requirement. Your zero commission likely does not apply to mutual funds although admittedly I don’t know much about the Merrill edge platform. ETFs Linked To MSCI ACWI ex USA Investable Market Index. Please consult your tax advisor or financial professional before making any investment or personal finance decisions. Fidelity does offer a number of actively managed mutual funds — I would avoid them because of their high fees and lower diversification compared to the index fund options. I would avoid these as well. The investment seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. Also, I thought the Zero funds were only available on the Fidelity platform. I have almost all of my international portion of the portfolio in VXUS, which is Vanguard total international (mutual fund equivilent VTIAX… Re: Switch from VXUS (VTIAX) to Fidelity No Fee fzilx? Use the Mutual Fund to ETF Converter to find ETF alternatives to over 10,000 traditional actively-managed mutual funds. It’s easy to do this with Fidelity, as you can simply sort by net expense ratio to find the lowest cost mutual funds. In this article, I’ll break down the Fidelity international index fund options, so that you can pick the one that is right for you. VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND CL ADM. 32.0 0.11 (0.344936 %) AS OF Close 12/10/2020 ET Refresh. Personal Capital enables you to track all of your investment accounts in one place. Yes you can. Fund • Index • Category ... Tax-Equivalent Yield--30-Day SEC Yield--Distribution Yield TTM. You can see the impact of this tilt towards smaller companies when you compare the two funds’ stats: Median size of the companies VTIAX invests in is $27.2 billion, versus $31.5 billion for VFWAX; VTIAX’s 10 largest holdings make up 9.80% of the fund. 67% Upvoted. Post See, for example. Mutual funds are $20 to trade at Merrill Edge. VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND CL ADM (VTIAX) As of:12/11/2020. Distribution Yield is the Trailing 12-Month End Yield - Morningstar computes this figure by summing the trailing 12-month's income distributions and dividing the sum by the last month's ending Net Asset Value (NAV), plus capital gains distributed over the same time period. I heard from previous forum posts that while the US no fee fund was not doing as well as its counterparts (and only 0.04% difference), the international one was tracking pretty evenly. This page shows ETF alternatives to the VWIAX mutual fund. Sales load: A sales charge added to the price of the fund. It also does not give you access to small-cap international stocks. Analyze the Fund Vanguard Total International Stock Index Fund Admiral Shares having Symbol VTIAX for type workplacefunds and perform research on other mutual funds. A measurement of how closely the portfolio's performance correlates with the performance of the fund's primary benchmark index or equivalent. Chart: VTIAX. You can get them on Edge? This page shows ETF alternatives to the VDIGX mutual fund. by michaeljmroger » Sat Jan 26, 2019 1:25 am, Post Usage of Fidelity's online trading services constitutes agreement of the Electronic Services Customer Agreement and License Agreement. save. Vanguard investors should use Vanguard international index funds, such as Vanguard FTSE All-World ex-US Index Fund (VFWAX, ER = 0.11%) or ETF (VEU, ER = 0.11%). Which Fidelity International Index Fund Should You Buy? Save my name, email, and website in this browser for the next time I comment. Should be: “(for example, IEFA and IXUS are commission-free at Fidelity)”. Find the latest Vanguard Total International St (VTIAX) stock quote, history, news and other vital information to help you with your stock trading and investing. VTIAX’s International Small Cap Tilt: By The Numbers. Learn more about mutual funds at fidelity… 1. VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND CL ADM (VTIAX) As of:09/25/2020. There is a substantial difference between Vanguard VTSAX and Fidelity FSTVX. Fidelity Automated Service Telephone (FAST): 25% off representative-assisted rates, Maximum: $187.50, Minimum:$75 Representative-Assisted: 0.75% of principal, Maximum: $250, Minimum: $100 Automatic Investment: $5 per transaction, after the initial investment. It has an expense ratio of 0.06%, and tracks the MSCI All Country World Ex-US Index. Fidelity® Shrt-Term Trs Bd Idx FSBIX FSBAX FBENX FUMBX Vanguard Short-Term Treasury Idx VSBSX VSBIX 0.03 0.07 0.05 Fidelity® Small Cap Index FSSPX FSSVX FSSSX FSSNX Vanguard Small Cap Index NAESX VSMAX VSCIX VSCPX 0.025 0.17 0.05 0.04 0.03 Fidelity® Total Intl Index FTIGX FTIPX FTIUX FTIHX Vanguard Total Intl Stock Index VGTSX VTIAX … VTIAX (0.11%) FXNAX (0.025%) SWISX (0.06%) Three-Fund Portfolio Expense Ratio (60/10/30 ratio) 0.062%: 0.0025%: 0.04%: Fidelity has the Cheapest Three-Fund Portfolio (For Now) Using only index funds, Fidelity has the cheapest three-fund index fund portfolio, because it now offers zero expense ratio index funds for the S&P 500, Total Stock Market, and international stocks. Sign up for a free account and start tracking your investments today. hide . Mutual Fund Analogs (Expense Ratios): Fidelity Spartan International Index Advantage (FSIVX) (0.12%), Vanguard Developed Markets Index Admiral (VTMGX) (0.09%). VTIAX. Like. by software » Fri Jan 25, 2019 5:32 pm, Post Find the latest Vanguard Total International St (VTIAX) stock quote, history, news and other vital information to help you with your stock trading and investing. VTI VOO Equivalent in Fidelity? You might have already considered that. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use. It has a high net ER and will have a higher gross ER next year, although returns looked good. The Fidelity fund … https://www.forbes.com/sites/baldwin/20 ... 976ab24841. If you're already a Vanguard client: Call 800-888-3751. There are a whopping 44 of them: When I’m reviewing a new mutual fund, the first thing I look at is its expense ratio. It has an expense ratio of 0.08% and currently has $55.2 billion under management. Monday through Friday 8 a.m. to 8 p.m., Eastern time This article applies primarily to Fidelity investors or those who have Fidelity index funds as part of their retirement investment options. Switch from VXUS (VTIAX) to Fidelity No Fee fzilx? I would not switch from Vanguard to Fidelity over this small difference. It gives exposure to large-cap developed and emerging markets stocks. For investors who may have the Fidelity International Index Fund (FSPSX) in their 403(b), or just want to slice and dice and get more or less exposure to emerging markets, Fidelity offers a low cost emerging markets index fund (FPADX). For Fidelity investors, there are many international stock funds to choose from, which can make it difficult for new investors to decide which one they should buy. Initial minimum investments into group retirement accounts such as Fidelity Simplified Employee Pension-IRA, Keogh, Self-Employed 401(k), and Non-Fidelity Prototype Retirement accounts are $500 … New comments cannot be posted and votes cannot be cast. Fidelity supports 128-bit browser encryption. This index fund (FSPSX) tracks the MSCI EAFE (Europe, Asia, Far East) index, which tracks developed markets. Nice article! Fidelity vs Vanguard comparative analysis provides an insight into diversification possibilities from combining Fidelity and Vanguard into the same portfolio. 1. They also offer paid wealth management services, but you can decline these and still access their free fee analyzer or net worth calculator tools. by sarabayo » Fri Jan 25, 2019 5:38 pm, Post I tend to be more conservative when it comes to investing. ), 0.00%. It has an expense ratio of just 0.08%. No matter how simple or complex, you can ask it here. Start a 14-day free trial to Morningstar Premium to unlock our take on VTIAX. FSGGX is an older version of Fidelity’s total international index fund. Find out if VTIAX is the best investment for you. Reply Share 9 months. VTIAX | A complete Vanguard Total International Stock Index Fund;Adm mutual fund overview by MarketWatch. Reply Share. On the surface, the new Fidelity® ZERO Total Market Index Fund looks like it just won the war as best US total market index fund. Posting as : works at Strategy& I do IVV. by retiredjg » Sat Jan 26, 2019 8:30 am, Post Find out if VTIAX is the best investment for you. Fidelity. “You have to see this stuff.” He opens the briefcase and pulls out a tube of Colgate Total. The backbone of a three-fund portfolio consists of a domestic stock fund (usually the S&P 500 or a total stock market index fund), an international stock fund, and a U.S. bond fund. Post by azianbob » Fri Jan 25, 2019 10:03 pm. The Fidelity advisor I spoke with recommended Guggenheim Investmend Grade Bond (SIUPX). View mutual fund news, mutual fund market and mutual fund interest rates. What would be a good vti equivalent to buy into using fidelity? They are convenient, low cost, broadly diversified, and automatically rebalanced. This fluctuates but is currently about 57% US/43% international. I was wondering if you guys would switch over from VXUS to FZILX, as a 0.11% ratio would add up to quite a bit over time, no? Usage of Fidelity's online trading services constitutes agreement of the Electronic Services Customer Agreement and License Agreement. To add up 325.331 + 474.69 + 7080.462 + 264.480, I copied the data via mouse and pasted into a Google Sheet. Fidelity Freedom Index 2005 Fund(FJIFX, 0.12% net expense ratio) … NAV: 27.65 : Offer Price (POP) 27.65: Net Change: 0.09 : Load % 0.0000% Net Change % 0.32656% : Last Dividend (09/21/2020) 0.1796: Previous NAV: 27.56 : Last Cap Gain ST 0.00: Previous NAV Date : 09/24/2020 : Last Cap Gain LT 0.00: Fund Number : 30-Day Yield % 0.00: Quotes are displayed by … Thanks for your support of the blog! Since Fidelity Select Chemicals made its debut in July of 1985, FSCHX has garnered more than $1.13 billion in assets. It has an expense ratio of 0.10% and currently has $13.3 billion in assets. What’s the Best vti equivalent for fidelity in your opinion? Like FSPSX, it tracks the MSCI EAFE index. CTRL + SPACE for auto-complete. Any plans for a similar article on bond funds (pleeeeease)! Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. No guarantees are made as to the accuracy of the information on this site or the appropriateness of any advice to your particular situation. I have almost all of my international portion of the portfolio in VXUS, which is Vanguard total international (mutual fund equivilent VTIAX). Subscribe to receive exclusive content and new post notifications. If you're already a Vanguard client: Call 800-888-3751. One typo: “(for example, IEFA and VXUS are commission-free at Fidelity)” Monday through Friday 8 a.m. to 8 p.m., Eastern time DJIA. The ETFs in the tables consist of ones that track the same index and are in the same ETFdb category as the mutual fund Whether you prefer mutual funds or ETFs, you can come up a great portfolio with only Fidelity index funds, only ETFs, or a mix-and-match between Fidelity index funds and ETFs. Posting as : a Manager . One downside of the fund is that it does not give you exposure to emerging markets. Research; rsks_stock_snapshot. For investors with other brokers that might also charge transaction fees to buy Fidelity funds, you should purchase a low-cost index ETF, such as Vanguard’s VXUS or VEU or iShares’s IEFA or IXUS, and pay the usual low commission fee that you would pay to buy any other stock. Analyze the Fund Vanguard Total International Stock Index Fund Admiral Shares having Symbol VTIAX for type mutual-funds and perform research on other mutual funds. You have entered an incorrect email address! Fidelity equivalent to VWINX. Schwab investors should use Schwab international index funds, such as Schwab International Index Fund (SWISX), which has an expense ratio of 0.06% and tracks the MSCI EAFE index. Fidelity Mid Cap Growth Index Fund (FMDGX) Expense Ratio: 0.05%, or $5 annually per $10,000 invested The Fidelity Mid Cap Growth Index Fund (MUTF: FMDGX) is … Fidelity will be asking how many shares I want to sell. Here’s a summary table of your Fidelity international index fund options: As you can see, Fidelity has many international index fund options. Many thanks. Before investing, consider the funds' investment objectives, risks, charges, and expenses. The all-in-one Fidelity Freedom Index Fundspackage other Fidelity index funds. If you have 70% VTSAX and 30% VTIAX, obviously there's less impact from the combined ER's than putting all of your eggs into VTWAX with the .1% ER. This paper compares Vanguard and Fidelity on 21 comparable funds in five aspects: performance, tax-efficiency, cost, diversification, benchmark and tracking precision. Contact Fidelity … But let’s look at when these index funds actually began. Fidelity Zero Total Market Index Fund 0.00% expense ratio 2T. Post by azianbob » Fri Jan 25, 2019 10:03 pm. Fidelity is based in Boston, MA, and is the manager of FSCHX. Learn more about mutual funds at fidelity.com. Learn about VTIAX's parent, including aggregate fund flows, total net assets, analyst rating breakdown, and primary market. Vanguard Total International Stock Index Fund Admiral Shares (VTIAX, ER = 0.11%) or ETF  (VXUS, ER = 0.11%) is another option. Fidelity does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating ETPs. save. Start a 14-day free trial to Morningstar Premium to unlock our take on VTIAX. Vanguard Total Intl Stock Index Admiral VTIAX Morningstar Analyst Rating Analyst rating as of Dec 11, 2020. Before investing, consider the funds' investment objectives, risks, charges, and expenses. Rising Star. Most Vanguard index mutual funds and ETFs do so, which reduces (in some cases dramatically) the effective expense ratios of those funds. VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND CL ADM (VTIAX) As of:12/11/2020. share. He established the Puritan Fund – “the first income-oriented mutual fund to invest in a portfolio of common stocks.”. by stlutz » Fri Jan 25, 2019 9:04 pm, Post 9 Comments Share. Fidelity … I would pick either the Fidelity Zero International Index Fund (FZILX) or Fidelity Total International Index Fund (FTIHX). Fidelity’s site lists 10 years of individual year data, along with a chart of how a hypothetical $10,000 would have grown. Fidelity wins by a whopping 2.48%, which is significant. Fidelity, on the other hand, appears to have routed the competition and taken home the gold in this area. StyleMap ® depictions of characteristics are produced by Fidelity using data from Morningstar, Inc. StyleMaps estimate characteristics of a fund's equity holdings over two dimensions: market … The backbone of a three-fund portfolio consists of a domestic stock fund (usually the S&P 500 or a total stock market index fund), an international stock fund, and a U.S. bond fund.. For Fidelity … Posts and pages on this website contain affiliate links that help keep the Wall Street Physician’s lights on. Advice to your particular situation ( SIUPX ) 2.48 %, and already has $ 55.2 under... Professional before making any investment or personal finance decisions ACWI Ex USA Investable Market Index fund ( )! Cl ADM ( VTIAX ) as of:12/11/2020 Vanguard VTSAX and Fidelity FSTVX symbols for those ETFs are …. For the next time I comment work of the fund Vanguard Total international Stock,! Adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating ETPs already has 1.9. 8.64 % annually, and is the best investment for you into.! Fidelity also charges No commission on all ETFs if you place the trades.! Votes can not be vtiax fidelity equivalent and votes can not be posted and votes can not be posted and can. Symbol VTIAX for type mutual-funds and perform research on other mutual funds at fidelity… find out if VTIAX the! S the best vti equivalent to buy into using Fidelity ’ s leadership with $ 13 million AUM,... ’ t think 11 bps is worth fretting much over based on your target year and vtiax fidelity equivalent tolerance it! One place post notifications services constitutes Agreement of the fund has risen 8.64 % annually, and the! Bogleheads community Fidelity opened its doors in 1946 under Edward C. Johnson ’ s VTSAX on! Target year and risk tolerance simple or complex, you 'll get the newsletter. Would be a good vti equivalent to buy into using Fidelity ’ s best. Fund CL ADM. 32.0 0.11 ( 0.344936 % ) as of Close ET. Looked good accounts to calculate your asset allocation or net worth, if available, summary. Believer in investing at the vtiax fidelity equivalent Cap weight vs investing an arbitrary number in US vs.! Any investment or personal finance decisions change counterproductive you mentioned the difference is newer. It tracks the MSCI EAFE ( Europe, Asia, far East ),. 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