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Vanguard FTSE Global All Cap Index versus VWRP


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The key difference is that the All Cap fund contains about 5% small companies whereas VWRP is only large and medium. Otherwise the investments are much the same. The charges are much the same. The All Cap fund has had a slighly higher performance over the past 3 years and is slightly more volatile, both of which are as expected bearing in mind the difference in small companies. VWRP has only been around for 3-4 years so there is no long term comparison. Either could be bought and then forgotten.
Perhaps that just leaves a matter of principle, all other things being equal the broader the diversification the better which would point to the All Cap fund. But there is no point in spending ages agonising about which to choose.
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VWRP is an EFT while the All Cap is an OEIC, there could be a transaction/custody charge difference for you, in an earlier thread you say you have a SIPP with HL
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I have just sold single shares - I know I Know - which were in a ISA with IWeb. This money is sitting in the ISA as cash waiting to be reinvested.0
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junpebaby said:Looking to add to this year’s ISA and am trying to decide between the above funds.I want something that I can invest in and forget.Any thoughts appreciated.
Regatds
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ColdIron said:VWRP is an EFT while the All Cap is an OEIC, there could be a transaction/custody charge difference for you, in an earlier thread you say you have a SIPP with HL1
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badger09 said:ColdIron said:VWRP is an EFT while the All Cap is an OEIC, there could be a transaction/custody charge difference for you, in an earlier thread you say you have a SIPP with HL0
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We can try to quantify the anticipated small difference in returns of those two funds. Over the last 50 years US small cap has returned about 0.3%/year more than other US stocks, on average without a lot of variation. So by choosing the fund with small cap in it you might anticipate returns to be better on average by about a twentieth of 0.3%, because only about 5% of one of those funds is small cap. That's 0.015%/year difference in returns between the two funds.
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JohnWinder said:
We can try to quantify the anticipated small difference in returns of those two funds. Over the last 50 years US small cap has returned about 0.3%/year more than other US stocks, on average without a lot of variation. So by choosing the fund with small cap in it you might anticipate returns to be better on average by about a twentieth of 0.3%, because only about 5% of one of those funds is small cap. That's 0.015%/year difference in returns between the two funds.
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Probably me, so guilty as charged; but not sure I've ever stooped that low.0
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Hi junebaby (OP) ... you may be interested in these Monevator articles ...
https://monevator.com/best-global-tracker-funds/
https://monevator.com/low-cost-index-trackers/
... they are slightly out of date now (from last year), the HSBC FTSE All-World Index Fund C OCF is now 0.12%, but may be relevant for background/research.0
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