Vwinx Etf EquivalentThe Vanguard Wellesley Income Fund is a balanced fund that invests 60% to 65% of its assets in investment-grade fixed income securities and 35% to 40% in common stocks. ETF strategy - ADVISORSHARES PSYCHEDELICS ETF - Current price data, news, charts and performance. ETF Alternatives to VWIAX. At first glance, they seem very similar to mutual funds; they contain a variety of investments, and the returns are based on how that mix does. : Nasdaq Vanguard Wellesley Income Fund;Investor Watch list Last Updated: May 10, 2023 $ 24. VWINX | A complete Vanguard Wellesley Income Fund;Investor mutual fund overview by MarketWatch. 10%, or $10 annually for every $10,000 invested Also available as:. VWINX - Vanguard Wellesley ® Income Fund Investor Shares | Fidelity Investments Skip to Main Content. Would like your feedback or link to copy the Vanguard Wellesley Income Fund ( VWINX) using ETF's. The objective of this fund is to seek high level of income, long-term growth of income, and moderate long-term. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. So its $2K of income is worth more after tax than the first $2K of income from Wellesley. Which Vanguard mutual funds are eligible to convert to ETFs? Many Vanguard index funds are. The Vanguard Target Retirement Income Fund (VTINX) is one example. ETFs The disappointing reality for swing traders is that there's no way to know when the selling in tech will subside. Vanguard Wellesley ® Income Fund Investor Shares VWINX. Are there any ETF or cheaper options of equivalent fund? I do not have a Vanguard account. VWINX ETF equivalent or cheaper alternative on Schwab Im really impressed by VWINX mutual fund. The ETF alternatives to VWINX listed below consist of (1) ETFs which track the individual. Vanguard Wellesley Income Fund (VWINX, VWIAX) Type: Balanced fund (actively managed) Expenses (VWINX Investor Shares, Minimum Investment of $3,000): 0. The ETF alternatives to VWINX listed below consist of (1) ETFs which track the individual. Portfolio Holdings VWINX More VWINX Holdings Current Portfolio Date Mar 31, 2023 Equity Holdings 68 Bond Holdings 1353 Other Holdings 16 % Assets in Top 10 Holdings 11. ETFs are priced in real time throughout the trading day, whereas mutual funds are priced once, at the end of the day. VWINX and VTMFX have the same expense ratio (%). What is similar to VWINX? There is one other fund we track which has both daily movements and a return profile that are very similar to Vanguard Mutual Funds's Wellesley Income Fund Investor Shares, but not identical, which is Vanguard Mutual Funds - Wellesley Income Fund Admiral Shares. Balanced Funds: Vanguard (VGSTX) vs. The objective of this fund is to seek high level of income, long-term growth of income, and moderate long-term. Find the latest Vanguard Wellesley Income Fund (VWINX) stock quote, history, news and other vital information to help you with your stock trading and investing. Dziubinski: A fund from Vanguard is one of your choices: Vanguard Wellesley Income ( VWINX). Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc. The ETF alternatives to VWENX listed below consist of (1) ETFs which track the individual. The ETF alternatives to VWIAX listed below consist of (1) ETFs which track the individual indexes comprising the custom index, and (2) ETFs which track other indexes in the same ETFdb. ETFs Linked To Barclays Capital U. The VWINX and VWELX funds pay out capital gains annually and have slightly higher expense ratios. I tend to be more conservative when it comes to investing. VWINX | A complete Vanguard Wellesley Income Fund;Investor mutual fund overview by MarketWatch. The first is the Vanguard Wellesley Income Admiral Fund (VWIAX). Wellington and Wellesley both invest in dividend-paying stocks as well as bonds, but there are some crucial differences. 12 expense ratio, but doesn't seem to perform as well. Vanguard Health Care ETF Type: Sector (Healthcare) Assets under management: $17. VWINX Fund • Index • Category This graph represents the growth of a hypothetical investment of $10,000. 3 vanguard fund cusip ticker 2022 record date 2022 reinvest and/or ex-dividend date 2022 payable date core-plus bond investor shares 922020797 vcpix 1/28/22 1/31/22 2/1/22. This is an income-oriented balanced fund that provides investors with exposure to both. The Vanguard Wellesley Income Investor made its debut in July of 1970 and VWINX has managed to accumulate roughly $12. But the results, surprisingly, cast doubt upon the notion that. VWINX: Vanguard Mutual Funds Wellesley Income Fund Investor Shares. Treasury, and government agency bonds, as. Is Vanguard Wellesley Income Investor (VWINX) a. It is the ticker symbol for Fidelity Balanced Fund. The Vanguard Wellesley Income Fund (VWINX) is a conservative balanced income fund with a portfolio of 30-50% stocks and the rest in investment-grade bonds. That said, I took a quick look at the past distributions of VWINX vs. This $68 billion mutual fund is. And here is the list of questions we’ll answer: Describe Vanguard/Wellesley Income Fund, Inc: Vanguard Wellesley Income Fund; Investor Shares ( VWINX ). The most noticeable differences are: ETFs have much lower investment minimums because you only have to buy 1 share at a time, not meet a $3,000 (or higher) minimum. The fund's standard deviation over the past 5 years is 6. Community Answers: Over the past 20 years, Wellesley (VWINX) has had a better return (CAGR) and smaller drawdown than the VBIAX. ETF strategy - ALGER 35 ETF - Current price data, news, charts and performance. For further information, check out VWINX vs VTINX comparison details. About VWINX The Vanguard Wellesley Income Fund is a balanced fund that invests 60% to 65% of its assets in investment-grade fixed income securities and 35% to 40% in common stocks that have. 23% Expenses (VFIAX Admiral Shares,. Which Vanguard mutual funds are eligible to convert to …. The fund was incepted in July 1970 and is managed by Wellington Management Company. A diversified portfolio is an excellent way to invest for the future, and this can be accessed t. The 4 Best Vanguard Retirement Funds. Vanguard Wellesley® Income Inv VWINX Fund Analysis. Wellesley is generating income from taxable bonds, taxable as ordinary income. The first is the Vanguard Wellesley Income Admiral Fund (VWIAX). As noted above, target date funds tend to be viewed as a. Which Vanguard mutual funds are eligible to convert to ETFs?. Mutual funds are often offered by 401 (k) platforms and are essentially the same as ETFs. R 2 is a proportion which ranges between 0. The Vanguard Target Retirement Income Fund (VTINX) is one example. Vanguard Wellesley Income Fund (VWINX) Other OTC - Other OTC Delayed Price. The objective of this fund is to seek high level of income, long-term growth of income, and moderate long-term. The Vanguard Wellesley Income Fund is a balanced fund that invests 60% to 65% of its assets in investment-grade fixed income securities and 35% to 40% in common stocks that have a. VWINX ETF equivalent or cheaper alternative on Schwab Im really impressed by VWINX mutual fund. For comparison, the iShares iBoxx $ Investment-Grade Corporate Bond ETF. Here’s a little secret: VTSAX and VFIAX are 75% the same because the 500 largest companies own 75% the entire U. Depending on your tax bracket, that may or may not be a big deal. The ETF alternatives to VWINX listed below consist of (1) ETFs which track the individual indexes comprising the custom index, and (2) ETFs which track other indexes in the same ETFdb. Includes look at how share price is determined, cost, & versus index funds, mutual funds, & stocks. We excluded such funds from this list for a couple of reasons. What are VWINX holdings? What is VWINX performance? What are VWINX historical returns?. Vanguard Wellesley Income (VWINX) Source: Casimiro PT / Shutterstock. Community Answers: Over the past 20 years, Wellesley (VWINX) has had a better return (CAGR) and smaller drawdown than the VBIAX. Best Retirement Income Funds of May 2023 – Forbes Advisor">Best Retirement Income Funds of May 2023 – Forbes Advisor. VWINX ETF equivalent or cheaper alternative on Schwab Im really impressed by VWINX mutual fund. Im trying to buy it on Schwab but they are charging a 80$ transaction fee. Select up to five mutual funds or ETFs to compare. But when I calculate the after-tax returns (based on vanguards annual return after tax numbers) of a 65% VWITX (vanguard intermediate term tax exempt fund) and 35% in (vanguard tax-managed. The Fund will invest 60% to 65% of its. Fidelity equivalent to VWINX. Mutual funds are generally offered by an investment platform – Fidelity has Fidelity mutual funds, Vanguard has Vanguard mutual funds. View mutual fund news, mutual fund market and mutual fund interest rates. VWINX: Vanguard Wellesley® Income Fund. 7 Great Retirement Funds To Consider For Those 50+ and. About VWINX The Vanguard Wellesley Income Fund is a balanced fund that invests 60% to 65% of its assets in investment-grade fixed income securities and 35% to 40% in common stocks that have. VWINX | A complete Vanguard Wellesley Income Fund;Investor mutual fund overview by MarketWatch. ETF strategy - ERSHARES ENTREPRENEUR ETF - Current price data, news, charts and performance. VWINX - Vanguard Wellesley® Income Inv - Review the VWINX stock price, growth, performance, sustainability and more to help you make the best investments. For further information, check out VWINX vs VTINX comparison details. The above two comparisons are similar in that both pit a load fund from American Funds vs. Compare the Risk of VWINX to Similar Funds Sector / Country Weightings Portfolio Holdings View More VWINX Holdings Stock Holding % of Net Assets Allocation Contact Information Fees Expenses. Fidelity equivalent to VWINX I tend to be more conservative when it comes to investing. The investment seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. I would like to make a Wellesley income fund (VWINX) equivalent out of vanguard ETF's or mutual funds to make it more tax efficient in a taxable account. Community Answers: Over the past 20 years, Wellesley (VWINX) has had a better return (CAGR) and smaller drawdown than the VBIAX. The Vanguard Wellesley Income Fund (VWINX) is a conservative balanced income fund with a portfolio of 30-50% stocks and the rest in investment-grade bonds. V W X Y Z Other Free ETF Tools Use Our ETF Screener based on asset class, issuer, market cap, expense ratio, and more. Unlike many investment-grade corporate bond funds, VWINX focuses a little higher up on the credit quality ladder. VWINX - Vanguard Wellesley® Income Inv - Review the VWINX stock price, growth, performance, sustainability and more to help you make the best investments. VWINX – Vanguard Wellesley® Income Inv Fund Stock Price. Both $FFANX and $VWINX are categorized as Mutual Funds. But when I calculate the after-tax returns (based on vanguards annual return after tax numbers) of a 65% VWITX (vanguard intermediate term tax exempt fund) and 35% in (vanguard tax. About VWINX The Vanguard Wellesley Income Fund is a balanced fund that invests 60% to 65% of its assets in investment-grade fixed income securities and 35% to 40% in common stocks that have. Wellington: Which Fund is Best?. This is an income-oriented balanced fund that provides investors with exposure to both investment-grade bonds and equities. Growth Index Fund (VIGAX) 0. The ETF alternatives to VWINX listed below consist of (1) ETFs which track the individual indexes comprising the custom index, and (2) ETFs which track other indexes in the same ETFdb. Fidelity equivalent to VWINX : r/investing. That narrows the gap, even for current income. PDF Find out which Vanguard index mutual funds can be converted tax. Compared to the category average of 11. Below is the comparison between VWINX and VTMFX. I would like to make a Wellesley income fund (VWINX) equivalent out of vanguard ETF's or mutual funds to make it more tax efficient in a taxable account. ETF Alternatives to VWENX. This is an income-oriented balanced fund that provides investors with exposure to both investment-grade bonds and equities. ADVISORSHARES PSYCHEDELICS ETF ETFs. ETFs; Money market; Stocks; CDs; Bonds; See all Vanguard mutual funds & ETFs; Accounts & plans; Accounts & plans overview; IRAs; Individual & joint; 529 savings. To keep things simple my first choice would be 2 bond funds and 2 stock funds. making VWINX (Wellesley inc) portfolio out of vanguard funds. Should You Buy ETFs of ETFs?. Vanguard Wellesley® Income Fund (VWINX). 78%, the standard deviation of VWINX over the past three years is 7. VWINX ETF equivalent or cheaper alternative on Schwab. The fund was incepted in July 1970 and is managed by Wellington Management Company. The fund's assets are divided between bonds and common stocks, with 60% to 65% of its assets in high-quality long-term and intermediate-term bonds and the. Find out which Vanguard index mutual funds can be …. ETF Country Exposure Tool ETF Database’s. Unlike many investment-grade corporate bond funds, VWINX focuses a little higher up on the credit quality ladder. This thread is archived New comments cannot be posted and votes cannot be cast 2 1 1 comment. Compare the Risk of VWINX to Similar Funds Sector / Country Weightings Portfolio Holdings View More VWINX Holdings Stock Holding % of Net Assets Allocation Contact Information Fees Expenses. What is similar to VWINX? There is one other fund we track which has both daily movements and a return profile that are very similar to Vanguard Mutual Funds's. Fidelity equivalent to VWINX. The strategy earns a renewed Morningstar Analyst. Barron's reporter Carleton English discusses how the latest quarterly re. 51% and net portfolio assets of 36 billion dollars. VWINX: $16,805 BBg Credit A+ TR : $11,728 Allocation--30% to 50% Equity : $14,072 10K 11K 12K 13K 14K 15K 16K 17K 18K 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Compare Chart | Fund Facts Search The performance data featured represents past performance, which is no guarantee of future results. Its 1/3 stock, 2/3 bond allocation makes ideal for retirement and conservative growth and income investors. Looking at the fund from a cost perspective, VWINX is actually cheaper than. Anyway, I've been looking at a few other funds, most notably the VWINX Wellesley fund, and the VSCGX life strategy fund. Both VWINX and VTMFX are mutual funds. The Fund seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. The ETF alternatives to VWENX listed below consist of (1) ETFs which track the individual indexes comprising the custom index, and (2) ETFs which track other indexes in the same ETFdb. Matthew Hand, who has worked with Reckmeyer since. VGSTX is structured as a fund of funds, which means it invests in other Vanguard mutual funds. Best Vanguard Funds for Every Stage of Your Life (2023)">Best Vanguard Funds for Every Stage of Your Life (2023). The first is the Vanguard Wellesley Income Admiral Fund (VWIAX). Compare mutual funds and ETFs. Dziubinski: A fund from Vanguard is one of your choices: Vanguard Wellesley Income ( VWINX). My fidelity returns are in general worse than Vanguard. For comparison, the iShares iBoxx $ Investment-Grade Corporate Bond ETF ( LQD). The 5 Safest Vanguard Funds to Own in a Bear Market. View mutual fund news, mutual fund market and. 15 important things you should know about Vanguard VWINX. Risk Alternative to VBIAX (Vanguard Balanced Index Fund)?">Lower Risk Alternative to VBIAX (Vanguard Balanced Index Fund)?. Best Retirement Income Funds of May 2023 – Forbes Advisor. Which Vanguard mutual funds are eligible to convert to ETFs? Many Vanguard index funds are eligible to convert to ETFs as Vanguard has a unique share class structure that allows this process to occur without taxes if it is completed while you hold the securities at Vanguard. 1/3 VTI Wellesley is more Value on the Stock side and more Investment Grade bond Side than VTI & BND. This is an income-oriented balanced fund that provides investors with exposure to both investment-grade bonds and equities. 6 Funds to Maximize Your Income While You're Retired. Learn more about mutual funds at fidelity. ETF's to copy Wellesley Income Fund. Is Vanguard Wellesley Income Investor (VWINX) a Strong Mutual Fund …. Are there any ETF or cheaper options of equivalent fund? I do not have a Vanguard account. Learn what exchange-traded funds (ETFs) are and how they work. Vanguard Wellesley Income (VWINX) Source: Casimiro PT / Shutterstock. Vanguard Health Care ETF Type: Sector (Healthcare) Assets under management: $17. Learn what exchange-traded funds (ETFs) are, how they work and why ETFs have tax advantages and risks. asp/RK=2/RS=GNebpUeNQX_SMPBTCW7hMR9SfYs-" referrerpolicy="origin" target="_blank">See full list on investopedia. What’s the Fidelity Equivalent of VBIAX? FBALX is the Fidelity equivalent of VBIAX. 76% One of the best conservative allocation funds. Analyze the Fund Vanguard Wellesley ® Income Fund Investor Shares having Symbol VWINX for type mutual-funds and perform research on other mutual funds. The fund's standard deviation over the past 5 years is 6. Vanguard Mutual Fund Profile. 04% 20% High Dividend Yield Index Fund. Analyze the Fund Vanguard Wellesley ® Income Fund Investor Shares having Symbol VWINX for type mutual-funds and perform research on other mutual funds. I would like to make a Wellesley income fund (VWINX) equivalent out of vanguard ETF's or mutual funds to make it more tax efficient in a taxable account. ETF's to copy Wellesley Income Fund. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. Vanguard Wellesley Income’s extensive resources and competent team run a disciplined and time-tested approach for a competitive fee. 13D 1919 Aberdeen ABR Dynamic Abraham Absolute Acadian ACM Acuitas Adirondack Aegis Akre Al Frank Alger Allspring ALPS Amana American American Beacon American Century AMG Angel Oak Appleseed AQR. Vanguard Wellesley Income remains one of the industry's best mutual funds. com/_ylt=AwrFcM1Xil9kW38WyrdXNyoA;_ylu=Y29sbwNiZjEEcG9zAzMEdnRpZAMEc2VjA3Ny/RV=2/RE=1684011736/RO=10/RU=https%3a%2f%2fwww. The first is the Vanguard Wellesley Income Admiral Fund (VWIAX). You would need to add more ETFs or a different tilt to BND and VTI (More large value + More Investment Bonds) to replicate. VWINX Overview Market Screener Mutual Fund Screener Sectors | VWINX U. VTMFX is generating income from tax-free munis, and qualified dividends taxed at lower cap gains rates. Learn more about mutual funds at fidelity. VWINX | A complete Vanguard Wellesley Income Fund;Investor mutual fund overview by MarketWatch. The Fund will invest 60% to 65% of its. Vanguard Wellesley® Income Fund Investor Shares VWINX. ETF's to copy Wellesley Income Fund. Site navigation Fidelity. Select up to five mutual funds or ETFs to compare. VWINX – Vanguard Wellesley® Income Inv Fund Stock Price ">VWINX – Vanguard Wellesley® Income Inv Fund Stock Price. Compared to the category average of 11. VWINX - Vanguard Wellesley® Income Inv - Review the VWINX stock price, growth, performance, sustainability and more to help you make the best investments. Here’s a little secret: VTSAX and VFIAX are 75% the same because the 500 largest companies own 75% the entire U. An ETF (Exchange Traded Fund) definition. com/us/funds/ st=tab%3A2 Opponent Process Posts: 5157. Funds to Maximize Your Income While You're Retired">6 Funds to Maximize Your Income While You're Retired. 53%) is a balanced fund has includes both stocks and bonds, and its emphasis on providing regular income for its shareholders gives it a lot more. For people who invest directly in individual accounts (including IRAs and rollovers); in joint, brokerage, college savings, or small-business accounts. Compare and contrast: VWINX vs VTMFX. 78%, the standard deviation of VWINX over the past three years is 7. A measurement of how closely the portfolio's performance correlates with the performance of the fund's primary benchmark index or equivalent. VWINX: An Excellent Choice If The Fed Bubble …. The Vanguard Wellesley Income Investor made its debut in July of 1970 and VWINX has managed to accumulate roughly $12. VWINX | A complete Vanguard Wellesley Income Fund;Investor mutual fund overview by MarketWatch. It seeks out a diversified approach to investing and allocates 60 to 70% of its assets to mutual. important things you should know about Vanguard VWINX ">15 important things you should know about Vanguard VWINX. com Categories as the individual indexes comprising the custom index. Wellington is 2/3 stocks, so it could outperform the other two at. 5, 2021, Michael Reckmeyer, lead equity manager on Vanguard Wellesley Income since July 2008, announced he plans to retire June 30, 2022. Compare mutual funds and ETFs. Discover historical prices for VWINX stock on Yahoo Finance. Compare mutual funds and ETFs. 78 billion in assets, as of the most recently available information. How does this fund play defense, and why do we like it? Kinnel: This one has got even less in. VTSAX (total US market) is slightly riskier than VFIAX (S&P 500) but should give you marginally better returns over a long period. V W X Y Z Other Free ETF Tools Use Our ETF Screener based on asset class, issuer, market cap, expense ratio, and more. 00 indicates perfect correlation to the benchmark index,. I would like to make a Wellesley income fund (VWINX) equivalent out of vanguard ETF's or mutual funds to make it more tax efficient in a taxable account. VWINX: Overview of Vanguard Wellesley Income Fund. Alternatives: other ETFs and mutual funds you should consider as alternatives to VWINX. In talking to first-time or newer investors who are looking to invest money outside of a 401K, the. com Categories as the individual indexes comprising the custom index. Vanguard Wellesley Income (VWINX) Source: Casimiro PT / Shutterstock. What Fidelity mutual funds would you recommend? Does it have a similar fund as the Vanguard VWINX? Many thanks. V W X Y Z Other Free ETF Tools Use Our ETF Screener based on asset class, issuer, market cap, expense ratio, and more. What Fidelity mutual funds would you recommend? Does it have a similar fund as the Vanguard VWINX? Many thanks. This $68 billion mutual fund is. VWINX Overview Market Screener Mutual Fund Screener Sectors | VWINX U. Mutual funds are often offered by 401 (k) platforms and are essentially the same as ETFs. Simplify Asset Management's "Downside Convexity" funds look to enhance returns in down markets. PowerShares just launched three fund-of-funds ETFs, which means they&aposre ETFs that own other ETFs: The three are: The names are indistinguis. Compare mutual funds and ETFs. View daily, weekly or monthly format back to when Vanguard Wellesley Income Fund stock was. Exchange-traded funds are having a huge impact on the markets. For additional financial information on Vanguard Marketing Corporation, see its Statement of Financial Condition: Audited and Unaudited. (everyone on the board seems to agree that this fund is not tax efficient and bad for taxable accounts). Vanguard Wellesley Income Fund (VWINX, VWIAX) Type: Balanced fund (actively managed) Expenses (VWINX Investor Shares, Minimum Investment of $3,000): 0. The Fund seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. VWINX seems to perform well (roughly 6% return, 5% deviation), with the biggest drop in 2008/2009 being less than 10%. Conservative/Balanced Allocation fund company Vanguard Snapshot Profile Performance Holdings Expenses Distributions Managers Vitals YTD Return 0. VWINX Price as of: MAY 10, 05:00 PM EDT $24. The Vanguard Wellesley Income Fund ( VWINX 0. Any thoughts on VWINX versus VTMFX?. 13D 1919 Aberdeen ABR Dynamic Abraham Absolute Acadian ACM Acuitas Adirondack Aegis Akre Al Frank Alger Allspring ALPS Amana American American Beacon American Century AMG Angel Oak Appleseed AQR Aquila Arbitrage Ariel Aristotle. Would like your feedback or link to copy the Vanguard Wellesley Income Fund ( VWINX) using ETF's. Best Vanguard Funds for Every Stage of Your Life (2023). Vanguard Wellesley Income Fund (VWINX). The Vanguard Wellesley Income Fund (VWINX) is a conservative balanced income fund with a portfolio of 30-50% stocks and the rest in investment-grade bonds. Alternatives: other ETFs and mutual funds you should consider as alternatives to VWINX. Vanguard Wellesley Income Fund (VWINX) Nasdaq - Nasdaq Delayed Price. The fund invests approximately 60% to 65% of its assets in investment-grade fixed income securities, including corporate, U. 05% Growth ETF (VUG) 0. ERSHARES ENTREPRENEUR ETF ETFs. com%2farticles%2fpersonal-finance%2f012116%2f6-funds-maximize-your-income-while-youre-retired. Most investors cannot go wrong having either a core of Wellington or Wellesley or a W/W combo. I would like to make a Wellesley income fund (VWINX) equivalent out of vanguard ETF's or mutual funds to make it more tax efficient in a taxable account. 23% Category: Allocation — 30-50% Equity 10-year return: 7. The Vanguard Wellesley Income Fund is a balanced fund that invests 60% to 65% of its assets in investment-grade fixed income securities and 35% to 40% in common stocks that have a. 4 Funds for Playing Defense in 2022. 30-50%, 15-30% allocation funds but nothing as cheap as wellesley. VTMFX, and I crudely estimate the annual income to be about 5% for VWINX vs. So if you're investing, say, $100k, then that comes out to be about $3000 of extra taxable income for VWINX vs. This ticker is not available on RH either. ETF Country Exposure Tool ETF Database's Country Exposure Tool Head-To-Head ETF Comparison ETF Stock Exposure Tool. In terms of fees, VWINX is a no load fund. Wellington is 2/3 stocks, so it could outperform the other two at the expense of higher drawdowns / volatility. ETF Country Exposure Tool ETF Database’s Country Exposure Tool Head-To-Head ETF Comparison ETF Stock Exposure Tool. Exchange Traded Funds, or ETFs, have been getting a lot of attention lately. Portfolio Holdings VWINX More VWINX Holdings Current Portfolio Date Mar 31, 2023 Equity Holdings 68 Bond Holdings 1353 Other Holdings 16 % Assets in Top 10 Holdings 11. Find information on ETFs for beginners at TheStreet. Most investors cannot go wrong having either a core of Wellington or Wellesley or a W/W combo. Anyway, I've been looking at a few other funds, most notably the VWINX Wellesley fund, and the VSCGX life strategy fund. 23% compared to the category average of 0. VWINX has a lower 5-year return than VTMFX (4. I think 3-5 ETF should cover it. , and are not protected by SIPC.