What are equivalents of VTI and VXUS in Europe?

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Vision
Posts: 187
Joined: Tue Apr 02, 2013 3:16 am

What are equivalents of VTI and VXUS in Europe?

Post by Vision » Mon Sep 10, 2018 7:48 am

I want to migrate to Interactive Brokers and since I'm from Europe I will go under their EU division.

In this division they don't offer buying of ETFs that I currently hold (VTI and VXUS).

I know that there are some certain European or Ireland based alternatives to these indices. From SPDR if I'm not mistaken.

Can anyone give me more info on this?

VTI is all US stocks and VXUS is all non-US stocks.

Thank you.

DJN
Posts: 92
Joined: Mon Nov 20, 2017 12:30 am

Re: What are equivalents of VTI and VXUS in Europe?

Post by DJN » Mon Sep 10, 2018 7:55 am

Hi there,
the first thing I would suggest is that you check your tax position in the EU out. (That is if you will be in the EU).

Then if you provided your likely location you can access on Wiki the choice matrix for the sort of ETF's you should target. Also by identifying your intended location others with experience will help you out.
I have put together for myself the following couple of approaches for investing in the BH style using UCITS Ireland domiciled ETF's which is generally the best option. If you have US tax liability then forget all that.

SUGGESTED PORTFOLIO 1 - accumulating
BONDS
TICKER: AGGH (iShares) - IE00BDBRDM35
DESCRIPTION: Global aggregate
TER: 0.10%
COMMENTS: Accumulating, hedged

EQUITY
TICKER: SWDA (iShares) - IE00B4L5Y983
DESCRIPTION: Global, developed countries
TER: 0.20%
COMMENT: Accumulating

TICKER: EIMI (iShares) - IE00BKM4GZ66
DESCRIPTION: Emerging mkts
TER: 0.18%
COMMENT: Accumulating

OPTIONAL

TICKER: WSML (iShares) - IE00BF4RFH31
DESCRIPTION: MSCI World Small Cap
TER: 0.35%
COMMENTS: Accumulating



SUGGESTION PORTFOLIO 2 - distributing
BONDS
TICKER: IGLH - (iShares) IE00B3F81K65
DESCRIPTION: World dev, govt
TER: 0.2%
COMMENT: Distributing, hedged (£)

STOCKS
TICKER: VWRD - (Vanguard) IE00B3RBWM25
DESCRIPTION: World dev, em, large, mid
TER: 0.25%
COMMENTS: Distributing

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Alexa9
Posts: 1488
Joined: Tue Aug 30, 2016 9:41 am

Re: What are equivalents of VTI and VXUS in Europe?

Post by Alexa9 » Mon Sep 10, 2018 7:55 am

SPY S&P 500
SPDW Ex-US Developed
Also VT is Total World
Fidelity and Schwab have similar offerings. Anything that is low fee, passive, with high volume is generally good. If you list all of them, we can help you more.

TedSwippet
Posts: 1801
Joined: Mon Jun 04, 2007 4:19 pm

Re: What are equivalents of VTI and VXUS in Europe?

Post by TedSwippet » Mon Sep 10, 2018 1:22 pm

Alexa9 wrote:
Mon Sep 10, 2018 7:55 am
SPY S&P 500, SPDW Ex-US Developed, Also VT is Total World
These ETFs are all US domiciled. Due to PRIIPS, EU brokers can no longer offer US domiciled ETFs to EU investors, so unfortunately none of these will be useful. The OP is looking for Ireland, Luxembourg, or other EU domiciled ETFs.

In practice, a single holding of VWRD or SWDA should do the trick of replacing a combination of VTI and VXUS. These hold around 50% US and 50% non-US stocks. More in DJN's post upthread.

Vision
Posts: 187
Joined: Tue Apr 02, 2013 3:16 am

Re: What are equivalents of VTI and VXUS in Europe?

Post by Vision » Tue Sep 11, 2018 1:22 pm

Alexa9 wrote:
Mon Sep 10, 2018 7:55 am
SPY S&P 500
SPDW Ex-US Developed
Also VT is Total World
Fidelity and Schwab have similar offerings. Anything that is low fee, passive, with high volume is generally good. If you list all of them, we can help you more.
I need VTI and VXUS equivelents.

VTI - total US

VXUS - total non-US

ICH
Posts: 42
Joined: Wed Jun 13, 2018 3:08 am

Re: What are equivalents of VTI and VXUS in Europe?

Post by ICH » Tue Sep 11, 2018 1:28 pm

Vision wrote:
Tue Sep 11, 2018 1:22 pm
I need VTI and VXUS equivelents.

VTI - total US

VXUS - total non-US

Don't exist as Europe domiciled ETFs.
See DJN post above for good, similar suggestions.

Q: why do you need these equivalents? Is there a specific reason?

Kalergie
Posts: 38
Joined: Mon Sep 16, 2013 8:19 am

Re: What are equivalents of VTI and VXUS in Europe?

Post by Kalergie » Tue Sep 11, 2018 2:41 pm

Vision wrote:
Tue Sep 11, 2018 1:22 pm
Alexa9 wrote:
Mon Sep 10, 2018 7:55 am
SPY S&P 500
SPDW Ex-US Developed
Also VT is Total World
Fidelity and Schwab have similar offerings. Anything that is low fee, passive, with high volume is generally good. If you list all of them, we can help you more.
I need VTI and VXUS equivelents.

VTI - total US

VXUS - total non-US
I was quite in a similar situation. I learned about index investing before it was "a thing" in Europe. So all the info was from the US for US investors. Hence, I struggled to find the equivalent. One thing you could do is overweigh (if you so chose) the US by using a mix of VWRD and VUSD.

VWRD is already 50/50 (US/INT)
As an example, if you were to go for 75/25 (US/INT) you could go ahead and build a portfolio with 50% VWRD and 50% VUSD.

selters
Posts: 592
Joined: Thu Feb 27, 2014 9:26 am

Re: What are equivalents of VTI and VXUS in Europe?

Post by selters » Tue Sep 11, 2018 6:04 pm

Vision wrote:
Tue Sep 11, 2018 1:22 pm
Alexa9 wrote:
Mon Sep 10, 2018 7:55 am
SPY S&P 500
SPDW Ex-US Developed
Also VT is Total World
Fidelity and Schwab have similar offerings. Anything that is low fee, passive, with high volume is generally good. If you list all of them, we can help you more.
I need VTI and VXUS equivelents.

VTI - total US

VXUS - total non-US
There are no equivalents.

iShares MSCI World UCITS ETF + iShares MSCI Emerging Markets IMI is probably the simplest and cheapest option. Add iShares MSCI World Small Cap if desired.

If you really want to minimize the ER, slice and dice and do iShares S&P 500 + iShares MSCI Europe + iShares MSCI Pacific + iShares MSCI EM IMI + iShares MSCI World Small Cap. But that is no longer a very simple portfolio.

ICH
Posts: 42
Joined: Wed Jun 13, 2018 3:08 am

Re: What are equivalents of VTI and VXUS in Europe?

Post by ICH » Wed Sep 12, 2018 7:13 am

selters wrote:
Tue Sep 11, 2018 6:04 pm
If you really want to minimize the ER, slice and dice and do iShares S&P 500 + iShares MSCI Europe + iShares MSCI Pacific + iShares MSCI EM IMI + iShares MSCI World Small Cap. But that is no longer a very simple portfolio.
This is an option best avoided. You reduce the average ER a bit but you will certainly increase the total cost and there are plenty of opportunities to mess around, changing allocations as the markets move.

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