Difference between revisions of "Compare Vanguard international funds"

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{{International Stocks Sidebar}}
 
{{International Stocks Sidebar}}
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These are Vanguard's four broad international index funds.  Any of the four is a good core international holding, and all four are eligible for the [[foreign tax credit]], should have very low capital gains, and are thus suitable for taxable accounts.  You might also hold Vanguard Emerging Markets Index Fund if you hold one of the funds which has no emerging markets.
  
 
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!! align="center" style="background:#f0f0f0;" | Vanguard FTSE All-World ex-US Index Fund  
 
!! align="center" style="background:#f0f0f0;" | Vanguard FTSE All-World ex-US Index Fund  
 
!! align="center" style="background:#f0f0f0;" | Vanguard Total International Stock Index Fund  
 
!! align="center" style="background:#f0f0f0;" | Vanguard Total International Stock Index Fund  
!! align="center" style="background:#f0f0f0;" | Vanguard Tax-Managed International Fund  
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!! align="center" style="background:#f0f0f0;" | Vanguard Tax-Managed International Fund
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!! align="center" style="background:#f0f0f0;" | Vanguard Developed Markets Index Fund  
 
|-
 
|-
| style="background:#f0f0f0;" |'''Symbol''' || VFWIX || VGTSX || VTMGX
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| style="background:#f0f0f0;" |'''Symbol''' || VFWIX || VGTSX || VTMGX || VDMIX
 
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| style="background:#f0f0f0;" |'''Europe'''<ref name="first"> All Holdings as of 6/30/2008</ref>|| 50.0% || 53.2% || 68.60%
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| style="background:#f0f0f0;" |'''ETF ticker''' || VEU || n/a || VEA || n/a
 
|-
 
|-
| style="background:#f0f0f0;" |'''Pacific'''<ref name = "first">Refer back to first</ref> || 23.9% || 25.4% || 31.40%
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| style="background:#f0f0f0;" |'''Europe'''<ref name="first"> All Holdings as of 1/31/2010</ref>|| 46.8% || 50.1% || 65.7% || 65.7%
 
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| style="background:#f0f0f0;" |'''Emerging Mkts'''<ref name = "first">Refer back to first</ref> || 20.0% || 21.4% || 0.0%
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| style="background:#f0f0f0;" |'''Pacific'''<ref name = "first">Refer back to first</ref> || 23.5% || 26.2% || 34.3% || 34.3%
 
|-
 
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| style="background:#f0f0f0;" |'''North America'''<ref name = "first">Refer back to first</ref>|| 6.1% || 0.0% || 0.0%
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| style="background:#f0f0f0;" |'''Emerging Mkts'''<ref name = "first">Refer back to first</ref> || 23.8% || 23.7% || 0.0% || 0.0%
 
|-
 
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| style="background:#f0f0f0;" |'''Inception Date''' || 03/8/2007 || 04/29/1996 || 08/17/1999
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| style="background:#f0f0f0;" |'''North America'''<ref name = "first">Refer back to first</ref>|| 5.9% || 0.0% || 0.0% || 0.0%
 
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| style="background:#f0f0f0;" |'''Initial Amount''' || $3,000 || $3,000 || $10,000
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| style="background:#f0f0f0;" |'''Inception Date''' || 3/8/2007 || 4/29/1996 || 8/17/1999 || 8/5/2000
 
|-
 
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| style="background:#f0f0f0;" |'''[[Expense Ratios |Expense Ratio]]''' || 0.35% || 0.28% || 0.15%
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| style="background:#f0f0f0;" |'''Initial Amount''' || $3,000 || $3,000 || $10,000 || $3,000
 
|-
 
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| style="background:#f0f0f0;" |'''[[Purchase fee]]''' || 0.00% || 0.00% || 0.00%
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| style="background:#f0f0f0;" |'''[[Expense Ratios |Expense Ratio]]''' || 0.40% || 0.34% || 0.20% || 0.29%
 
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| style="background:#f0f0f0;" |'''[[Redemption fee]]''' || 2% if held < 2 mos || 2% if held < 2 mos || 1% if  held < 5 yrs
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| style="background:#f0f0f0;" |'''ETF [[Expense Ratios |Expense Ratio]]''' || 0.25% || n/a || 0.16% || n/a
 
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| style="background:#f0f0f0;" |'''[[Foreign tax credit]]''' || Eligible || Partially Eligible || Eligible
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| style="background:#f0f0f0;" |'''2009 [[qualified dividend|Qualified Dividends]]''' || 76.55% || 69.75% || 100% || 69.51%
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| style="background:#f0f0f0;" |'''[[Purchase fee]]''' || 0.00% || 0.00% || 0.00% || 0.00%
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|-
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| style="background:#f0f0f0;" |'''[[Redemption fee]]''' || 2% if held < 2 mos || 2% if held < 2 mos || 1% if  held < 5 yrs || 2% if held < 2 mos
 
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| style="background:#f0f0f0;" |'''Preferred in''' || Taxable || Tax Deferred || Taxable <ref>When combined with Vanguard Emerging Markets Stock Index Fund.</ref>
 
 
|}
 
|}
  

Revision as of 00:39, 17 February 2010

Template:International Stocks Sidebar

These are Vanguard's four broad international index funds. Any of the four is a good core international holding, and all four are eligible for the foreign tax credit, should have very low capital gains, and are thus suitable for taxable accounts. You might also hold Vanguard Emerging Markets Index Fund if you hold one of the funds which has no emerging markets.

Vanguard FTSE All-World ex-US Index Fund Vanguard Total International Stock Index Fund Vanguard Tax-Managed International Fund Vanguard Developed Markets Index Fund
Symbol VFWIX VGTSX VTMGX VDMIX
ETF ticker VEU n/a VEA n/a
Europe[1] 46.8% 50.1% 65.7% 65.7%
Pacific[1] 23.5% 26.2% 34.3% 34.3%
Emerging Mkts[1] 23.8% 23.7% 0.0% 0.0%
North America[1] 5.9% 0.0% 0.0% 0.0%
Inception Date 3/8/2007 4/29/1996 8/17/1999 8/5/2000
Initial Amount $3,000 $3,000 $10,000 $3,000
Expense Ratio 0.40% 0.34% 0.20% 0.29%
ETF Expense Ratio 0.25% n/a 0.16% n/a
2009 Qualified Dividends 76.55% 69.75% 100% 69.51%
Purchase fee 0.00% 0.00% 0.00% 0.00%
Redemption fee 2% if held < 2 mos 2% if held < 2 mos 1% if held < 5 yrs 2% if held < 2 mos
  1. 1.0 1.1 1.2 1.3 All Holdings as of 1/31/2010 Cite error: Invalid <ref> tag; name "first" defined multiple times with different content Cite error: Invalid <ref> tag; name "first" defined multiple times with different content Cite error: Invalid <ref> tag; name "first" defined multiple times with different content