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

Endowus

Investments

Robo-Advisors

ETF

Stocks Discussion

Anonymous

Asked 6d ago

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?

0 comments

1 answer

Answer Now

Answers (1)

Sort By

Most Upvote

  • Most Upvote
  • Most Recent

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.​​​

0 comments

👍 0