Does anyone have any ideas on how to construct a VTI Equivalent here on IE? I am already 70% VUAG. I am going increase the S&P 500 to 80% and then was thinking 10% mid caps and 10% small caps…does this sound about right? Thanks
@Gandalf
Morning 
,
At the moment there doesn’t seem to be a single UCITS ciompliant ETF out there for us in the UK.
I found this breakdown of VTI - hope this helps.
https://etfdb.com/etf/VTI/#charts
Out of the charts on this website I think this is the one to look at:
So, you would need something to cover each section:
Large: S&P 500
Mid: Russell 2000 maybe
Small Cap: Small Cap ETF
However, there may be an overlap as different indices do define bands (Large, Mid, Small etc.) differently.
I can’t seem to find anything for Micro Cap though so you would need to bump up the other sectors a little bit.
Maybe like this?
| Index | ETF | % of total |
|---|---|---|
| S&P 500 | VUAG | 90% |
| Russell 2000 | RTWP, XRSG, R2S2 | 8% |
| iShares MSCI USA Small Cap | CUS1 | 2% |
Good video about this topic - start at 3:40 minutes
Good write-up can be found here:
Let us know how you get on, please.
2 Likes
That’s really interesting…
Thanks for that
There’s a new S&p400 mid cap fund with IE so I may do 10% in that and 90% VUAG
Russell 2000 is a small cap index