Swtsx Vs Vti - Citrus County Police Reportsindexsmart Communications Jail It's the sale of the swtsx that generates the taxable event. Now, the vanguard specific thing is that vtsax can be exchanged for vti through the vanguard brokerage themselves without. In my taxable account for the past several years i have been making automatic investments into the schwab total stock market index fund (swtsx). From what i have read. Swtsx is just the schwab version of the total market index fund. It is very similar to vtsax. Both are very tax efficient. Personally, i much prefer the layout and customer. Compare swtsx and vti based on historical performance, risk, expense ratio, dividends, sharpe ratio, and other vital indicators to decide which may better fit your portfolio. Spy vs qqq vs voo, swtsx vs vti vs iwv, spdw vs vt, etc etc. I've always been partial to spy & qqq, but i've noticed a lot of people on this sub prefer vanguard etfs. Swtsx has an annual distribution while vti has a quarterly distribution. Shouldn't matter, as most funds can and do internally reinvest dividends they receive in between fund level distributions. Both swtsx and vti are great options. They are both very similar.
Citrus County Police Reportsindexsmart Communications Jail