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Investing - Theory, News & General • AVUV vs SCHG

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I like value but AVUV is overrated IMHO. I'd rather use something a bit more broad like VLU or COWZ.
COWZ is cool in theory, but a 0.49% ER and a 90% turnover has me thinking that it's long term performance will end up suffering heavily. I'd much rather trust my future on a carefully constructed, low turnover, relatively low expense ratio, and academically sound fund like AVUV.
Neither AVUV nor COWZ has enough position in my portfolio to make or break my future. Regarding the turnover - don't care (it's in tax-deferred). COWZ does follow an index BTW (unlike AVUV). That said I would argue neither fund is "actively managed" in the traditional sense.
I really do like COWZ, but compared to AVUV I am not as big of a fan. There is a new ETF out called FLOW, which is nearly an identical copy to COWZ except with a 0.25% ER. The problem is it has extremely low volume at this time.

Statistics: Posted by rushrocker — Wed Mar 27, 2024 10:22 pm — Replies 14 — Views 696



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