Value Index and Small-Cap Value Index funds are all square.

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Value Index and Small-Cap Value Index funds are all square.

Postby gkaplan » Wed Jul 24, 2013 11:19 pm

The Vanguard Value Index Fund Admiral Shares and the Vanguard Small-Cap Value Index Fund Admiral Shares each have a year-to-date return of 22.76%.
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Re: Value Index and Small-Cap Value Index funds are all squa

Postby asset_chaos » Fri Jul 26, 2013 6:14 pm

It's hip to be square.
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Re: Value Index and Small-Cap Value Index funds are all squa

Postby mickeyd » Sat Jul 27, 2013 1:56 pm

gkaplan wrote:The Vanguard Value Index Fund Admiral Shares and the Vanguard Small-Cap Value Index Fund Admiral Shares each have a year-to-date return of 22.76%.



I have them both but don't know what this can mean. I'm assuming that it is positive as I am such a positive Boglehead.
Part-Owner of Texas | | “The CMH-the Cost Matters Hypothesis -is all that is needed to explain why indexing must and will work… Yes, it is that simple.” John C. Bogle
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Re: Value Index and Small-Cap Value Index funds are all squa

Postby ofcmetz » Sat Jul 27, 2013 2:12 pm

Looks like the small cap index has now taken the lead.
Showing up at the donut shop at 5 am to get them hot out of the oil is an example of successful market timing.
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Re: Value Index and Small-Cap Value Index funds are all squa

Postby Garco » Sat Jul 27, 2013 2:45 pm

If you don't slice things quite as finely, then you'll see that owning VG's extended market index has given a slightly greater return YTD.

VEMSX: +23.61%
VEXMX: +23.52%

No "value premium" within this size category YTD.

But there is a "small size" premium, since VFINX (S&P500) is +19.91% YTD.
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