facebookHow is investing in an ETF that tracks the world index different from investing in Endowus? - Seedly

Anonymous

26 Mar 2020

Robo-Advisors

How is investing in an ETF that tracks the world index different from investing in Endowus?

Would it be similar if I invested in a ucits etf that tracks the world index? VWRL? How is that different from endowus?

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Shengshi Chiam, CFA

26 Mar 2020

Personal Finance Lead at Endowus

VWRA/VWRD, which tracks the FTSE all world index, has similar broad based exposure with the benchmark of MSCI ACWI (benchmark of Dimensional equity funds that Endowus carries. These 2 indexes have largely the same exposure.

However, Dimensional World Equitiy Fund is not trying to track its index benchmark, but try to outperform it by tilting towards small caps, quality and profitability. This has to be done over a long period of time.

The exposure is different, hope I answered you.​​​

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