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iShares Core MSCI EAFE IMI Index ETF (XEF)
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iShares Core S&P 500 Index ETF (XUS)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Vanguard S&P 500 Index ETF (VFV)
Q: Greetings 5i,
I'm looking to decrease some of my US investments and want to sell XUS (I also own VFV). I'm looking at either VIU or XEF as a replacement for XUS. Does this make sense and if so do you have a preference for either of these ETFs or would you recommend something else as a replacement?
Thank you.
John.
I'm looking to decrease some of my US investments and want to sell XUS (I also own VFV). I'm looking at either VIU or XEF as a replacement for XUS. Does this make sense and if so do you have a preference for either of these ETFs or would you recommend something else as a replacement?
Thank you.
John.
5i Research Answer:
While we cannot personalize responses, owning both XUS and VFV is redundant, and thus for some level of diversification between ETFs, we would be OK with adding either VIU or XEF.
Between the two, both have performed nearly identically over the long term, and given its marginally lower MER, we might give XEF the edge today.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in VFV.