15 Years of VTV vs. VUG (It's Ugly!)

15 Years of VTV vs. VUG (It's Ugly!)

Heritage Wealth Planning

3 года назад

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@AK-rx6hv
@AK-rx6hv - 03.01.2023 01:53

You neglect the much higher dividend of VTV over VUG or VTI...

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@osirismalu3394
@osirismalu3394 - 20.10.2022 02:24

The growth ETF or Mutual fund like VIGAX does well when interest rate is low but when it very high those Mutual fund drop drastically. I personally have VIGAX but my 60% of my portfolio is made of value ETF I like the most

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@logoutjason4689
@logoutjason4689 - 23.02.2022 01:30

the tide may be changing 👀....

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@dev4statingx90
@dev4statingx90 - 10.02.2022 05:28

The year is 2022 VTV is going to the moon.

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@luisoncpp
@luisoncpp - 09.11.2021 00:16

The problem with grow is that they are more vulnerable to bubbles because it focuses on stocks that are overvalued by current standards but are expected to grow (other way to say it, they are speculation-driven stocks).
In 2000 VUG started a 12 years drawdown(or 14 year if we account for inflation), and right now there are red flags that indicate that we are probably in another bubble, so investing in VUG seems pretty dangerous right now.
I know for 6 years people have been yelling that the next crash is just around the corner, however that doesn't make the risk less serious(it could take more than 6 years to recover). In the end, investing in value doesn't imply giving up all capital growth potential, VTV has been doing fine as well, just not as good as VUG.

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@TheBlackMage3
@TheBlackMage3 - 18.08.2021 13:48

I also have a significant portion in VTV (especially with current valuations on growth). I am hoping we start seeing a turnaround soon!

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@astrokiddd11
@astrokiddd11 - 30.07.2021 20:41

Edit out the white spaces where you're not giving content I.e. mumbling to yourself while navigating websites

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@kxcapital
@kxcapital - 19.04.2021 21:31

Great video! Thank you for the info. VUG & FBGRX lifetime holdings, buying any dips.

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@zacktorro9732
@zacktorro9732 - 06.12.2020 18:56

Minutes of watching you fumble around on the computer. Learn some editing, guy!

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@gcburkett
@gcburkett - 22.09.2020 14:31

Since VUG has 37% of it holdings in Apple, Microsoft, Amazon, Facebook, and Google. It is clear why it has performed so well. The VTV is overweight in sectors that have been hit really hard this year (Energy). At some point it probably will reverse a bit as the tech can get overbought. But I have looked at Value ETFs and they don't really reduce volatility. I think VUG is a great after-tax account holding because of its low dividends. So if you overall want to be more blend neutral and you have both tax deferred and taxable holdings then putting VUG in the taxable account and VTV in the deferred can balance each other out a bit.

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@Nix4me
@Nix4me - 08.09.2020 04:25

VTi is a blend, best of both worlds.

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@CryptoDachshund
@CryptoDachshund - 08.09.2020 02:25

Only one small complaint. You frequently don't write out the full names of the funds you are talking about, and don't even say their names.

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@sergiosantana4658
@sergiosantana4658 - 07.09.2020 21:58

Are growth stocks the new small cap?

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@clark7894
@clark7894 - 07.09.2020 20:37

I'm thinking growth will continue to outperform since we're in tech driven economy. That means it's probably a good idea to back up the truck on VTV, lol.

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@jgg204
@jgg204 - 07.09.2020 20:21

I just do 100% VTI and then never have to think about the markets. In 30 years I'll be a rich man. Could I have been richer if I did value vs growth comparisons every year? Maybe, maybe not. No one knows for sure.

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@petervanhorn6179
@petervanhorn6179 - 07.09.2020 19:26

Since a stocks is theoretically just the the present value of its future earnings, it males sense that growth stocks are more valuable when interest rates are low. A growth stock should have greater future earnings than mature value stocks, so a low interest rate, which we've had for almost 20 years, favors growth stocks. I'd like to see a graph of the difference in the annual return of value and growth stocks compared to the yield of the 10 year treasury yield. There should be a strong correlation.

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@theadvocate1925
@theadvocate1925 - 07.09.2020 19:04

Man, this guy gets a high month of ad revenue and then cranks out tons and tons of repetitive videos for more dollars.

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@Sfbayarea94121
@Sfbayarea94121 - 07.09.2020 18:54

What trading platform study indicators do you recommend to sell off your stocks or re adjust your portfolio in case of downturn? Some recommend the 20 and 50 Ema’s. Thanks Josh

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