DividendenSchwabe (@DividendenSchwabe) on getquin

1Yr·

Investment Decision

Hello Community,

for a reallocation within my world portfolio I have been thinking about and would appreciate some more food for thought to help me make a decision.

I started my world portfolio with a 70/30 split.

This was 70% MSCI World $IS3R (+0.7%) & 30% $SAEM (+0.57%) MSCI EM.

Now I am in the process of simplifying this and replacing these two ETFs with a FTSE All-World from Vanguard.

I have selected the following 2 ETFs to choose from:

FTSE ALL-WLD HGH DIV*
$VHYG (+0.47%)
Number of shares: 1,814
Return on equity: 4.1%
Total expense ratio: 0.29
Fund volume: $3,540m
Dividends: reinvested

FTSE ALL-WORLD*
$VWCE (+0.59%)
Number of shares: 3,740
Return on equity: 2.4%
Total expense ratio: 0.22
Fund volume: $14.233million
Dividends: reinvested

Both have their advantages, such as greater diversification or greater stock returns.

As written above, I would appreciate more food for thought on these two ETFs.

*Data from the factsheets

Vanguard Vngrd FTSE All-Wld Hgh Div Yld ETF A

27.86%

Vanguard FTSE All-World ETF

72.14%

402 Votes

9 Comments

VP@VP

1Yr

Hey, I'm not sure if you've picked up on the point of stock returns correctly. In the factsheets, the dividend is meant, I assume. If you then still prefer the accumulating you should rather orient yourself on the price developments p.a. At first glance, both have a similar approach.

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Joris@Joris

1Yr

The decision to shift from World+EM to an All World is understandable, but that you compare the two ETFs with each other I find incomprehensible. The High Yield has only the stocks that pay dividends (no Amazon, Alphabet, Berkshire, etc.) and under 2000 values. The All World with over 4000 values represents 95% of the world economy. So with this ETF you have the market and accordingly the market return to which everyone measures and tries to beat. So these two are not comparable to each other in my opinion, especially if you shift from the two ETFs. If your goal is safe asset accumulation with market return, I would take $VWCE. It may be that the other outperfomend the times, but in the long run, the All World has the nose in front.

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Greno@Greno

1Yr

If you want to distribute and world at the same time, give the also as $VWRL. Is the same only just distributing.

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