New fund? [View all]
After looking at the second quarter statement form Vanguard I am thinking of dropping one of them switching for another. Still looking at large stock blend.
And I ran into Vanguard FTSE Social Index Fund -VFTAX Hmm... looks interesting
It says:
Seeks to track the performance of the FTSE4Good US Select Index.
Market cap weighted index composed of large- and mid-capitalization stocks.
Screened for certain environmental, social, and corporate governance (ESG) criteria.
Specifically excludes stocks of certain companies in the following industries: adult entertainment, alcohol, tobacco, weapons, fossil fuels, gambling, and nuclear power.*
Excludes stocks of certain companies that do not meet standards of U.N. global compact principles and companies that do not meet certain diversity criteria.*
Employs a passively managed, full-replication approach.
Also has an acceptable expense ratio of 0.14% (better than the one I want to drop..)
I first selected it for closer look from the list of total funds. There it has the YTD as of 7/2/20: -0.08%
But when I look at Yahoo Finance, https://finance.yahoo.com/quote/VFTAX?p=VFTAX
The YTD as of 7/2/20 is... -4.13%.
I wonder why such a difference.
Other funds are more or less the same between Vanguard and Yahoo Fiance, but others, like Growth - VIGAX gives Vanguard 13.18 while Yahoo Finance: 6.24.
I probably will talk to someone at Vanguard before I switch.
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