Index Fund For DOJ Completion Index

[Marche24]

Hi,

I'm opening an IRA for my wife and I'm trying to locate different index funds (or ETFs) that track the DOJ Completion Index ([COLOR=rgba(0, 0, 0, 0.62)]DWCPF) [/COLOR]like the S Fund but I can't find any index fund or ETF that track the DWCPF. Any ideas?

 

[Bullitt]

VXF or VEXMX.

 

[Marche24]

The returns for the S Fund are 13% (10yr), 9%(5yr) 11% (3yr) while the VEXMX is 12% (10yr) 7% (5yr) 7% (3yr). The returns for the S looks to be higher than the VEXMX, should I be paying attention to the 3/5 year or the 10yr avg would be a better performance indicator?

 

[tsptalk]

Welcome, Marche. VXF had slightly better returns than VEXMX during those periods, but most ETF and mutual funds will have higher expenses so it will impact the long term performance returns.

 

[Marche24]

Thanks for the info.

What would be the pro/cons of going with a SP500 index fund and a extended marked index fund vs total stock market?

The only thing I can think of is that having the SP500 and Extended Market you can have better control of allocation. You could do 50/50 or any other percentage but not with a Total Market.

 

[tsptalk]

Right. I was assuming you wanted the option to do one or the other, or one more than the other like the TSP.

 

[Bullitt]

If you can get the total index in one shot, go for the total index. It's one fund and less you'll have to manage. (Rebalancing takes a bit more work in an IRA than TSP's simple interfund transfer)

If you think you can selectively outperform the total index by overweighting / underweighting small caps, then you'd want two funds.