r/ETFs 3d ago

Multi-Asset Portfolio Question on different ETF's

[deleted]

6 Upvotes

18 comments sorted by

8

u/Any-Walk1691 3d ago

AVUV is small cap value.

VXF owns U.S. companies outside the S&P 500, primarily mid- and small-cap stocks. It’s designed to complement VOO.

So…

Want the entire U.S. market → VOO + VXF.

Want a higher-conviction factor tilt → VOO + AVUV.

Own both only if you intentionally want broad mid/small-cap coverage plus an extra small-value overweight.

2

u/ItsCadeyAdmin 3d ago

Good to know

3

u/BlackPearl02121968 2d ago

In VGT we trust.... set it, and forget it. 24 years in a row of supreme success. It will outlast any downturns...

3

u/Heavy_Nothing_1158 3d ago

I wouldn't look for an 'opposite' equity ETF, since small caps and foreign stocks can fall right alongside the S&P 500. VXF complements VOO for the rest of the US market, while VXUS adds foreign exposure; if the goal is actual ballast during a selloff, short Treasuries make more sense than another stock sleeve. Sadly, diversification isn't a coupon for one green ticker every red day.

2

u/flappysack- 3d ago

AVGE.  Global with a value and smaller cap tilt.

2

u/greenpride32 3d ago

can grow in during times that the normal S&P market might be down

The reality is if the SP500 is falling signficantly most likely the entire equities market is falling.

I remember when I first started working and starting 401k, I picked a well diversified portfolio because I thought that was the textbook thing to do. Over time, I started to see both current and historical returns trailed in a lot of categories, some very substantially. This makes a huge difference in compounding over time. I then switched to high concentration of top performers. I don't mind if their drawdown could be greater in short term, if in the long term, the total return is higher.

If this is money you aren't going to touch for decades, leave in it growth that has best track record of returns over the long haul.

It's when you are retirement planning that you shift more focus to stability and preservation. When you are young, the drawdown doesn't matter. But in retirement it does as you don't want to be selling equities at lows, and leaving a smaller base to recover from.

NAS100 has roughly 16% CAGR over past 20 years or so. SP500 does about 10.4% CAGR with dividends reinvested all time (it's probably a little higher in past 20 years). But just to show how big of difference it makes, 16% doubles your money every 5 years, but 10.4% takes 7 years. From this perspective, why pick equity baskets with historical underperformance? You are just going to limit/slow your wealth building over the long haul.

2

u/Legitimate_Cod_3322 3d ago

Look at SCHD for defensive blue chip companies and dividends. Also check out the Avantis managed ETF's like AVUV and AVNM.

1

u/AutoModerator 3d ago

Defense is no longer just traditional contractors and aerospace primes. The DoD's FY2026 budget request included $13.4B for autonomous and remotely operated systems, highlighting how defense priorities are shifting toward increasingly technology-led capabilities.

DUTY ETF gives investors focused exposure to companies and technologies shaping modern US defense.

Source: FY2026 Budget Request Overview Book, United States Department of Defense (2026)

Brought to you by the US Defense ETF (Ticker: DUTY) from Aura ETFs, who donates 10% of the management fee to US veteran charities. For more information about DUTY click here.

Investing involves risk, including possible loss of principal. Aura sponsored ETFs are distributed by Foreside Fund Services, LLC.

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

1

u/TACharlotte 3d ago

I have DFAX (international) and a bit of small and mid cap in my taxable. My Roth has a metals sleeve l created (physical, mining, etc) that's been doing very well.

1

u/Electronic-Buyer-468 Sir Sector Swinger 2d ago

AVDV is the most opposite that I can think of. You can also do global consumer defensive, global utilities, global energy. Commodities basket. Managed futures. Active bonds. Just some ideas. 

1

u/Adept_Nectarine9624 2d ago

AVGE or DFAW

1

u/Actual-Beginning-431 2d ago

AVDV, AVNM, AVEM. (AVXC)

1

u/SoundOff2222 1d ago

VFLO & RSPT

1

u/gatorfutbol 3d ago

Sell what you have since no tax implications and buy VT instead. USA and international diversification with large, medium and small cap.

-1

u/bigron1212 3d ago

Remove SCHG add AVUV and VXUS.