ISCV

IronyElSupremo

My regular mostly global large cap index ETFs won’t change as the S&P 500 makes up my U.S. portion and my ex-U.S large cap tilted VEU won’t be affected. My growth slice will switch to VONG on a DCA basis to get a little exposure via the Russell 1000 assuming it won’t be that long for growth categorization. The new VDG is my non-US largish growth so that won’t be affected. My small caps are small cap value slices so no real effect for the us version (iShares ISCV), and of course bonds are not affected.

absurd_logic589

If I had to choose between those two I would pick ISCV. If you are open to suggestions I would pick DFUV (market wide value) or DFSV small cap value. They are from dimensional who basically started the whole small cap value indexing. Originally they only did mutual funds, but in the last year or so started doing ETFs also. In my opinion adding a tilt is not going to do much. For it to have anything significant you really need to make it at least 20% of your portfolio if not more. When people do value factor research they are doing it with the assumption of 100% allocation normally to show those really outsized returns in the long run.

le1ca

I want to add an SCV tilt to my portfolio - I'm stuck between IJS and ISCV. The former looks like it outperforms over time, but is less diversified and higher cost. Any thoughts?

Bricejohnson2003

True, but if you invest when things are falling apart and somehow they don’t, you will be rewarded handsomely for that. The wealthiest people I know are the ones who invested back in 2008 and 2009 when the world was falling apart. And my grandpa told me that the wealthiest people he knew was the ones who had money to invest in the Great Depression. Keep in mind that I never mention Emerging Markets but International Small Cap Value. Investing into small cap German stocks isn’t EM. AVDV, the stock I recommend, has 0% of China, Russia, India, or Brazil stocks. In fact, the top ten is 24% Japan, 16% UK, 10% Canada, 10% Australia, 6% Sweden, 5% Germany, 4% Swiss, 3% France, 3% Israel, 3% Italy. And they are based off of strict models that outperformed the market YTD (AVDV -8.74) (VTI -9.50) AVDV is beating the US market by almost a full percentage point YTD, and **they are an International fund.** You know, the ones who should be hurt worse because of the Fed’s tightening. In fact, I don’t think Vanguard doesn’t even have ISCV and Jake hated the idea of investing in the international market until the final days of his life. I don’t know what the koolaid the Boogleheads are drinking, but I am not a part of it.