All-World Stocks portfolio 2024

[San_Francisco]

@DonaldDuck

I am aware of the advantage of US-domiciled funds to reclaim the 15% WHT. Is this purely decided if a fund is US domiciled or depends on the portfolio and requires a certain % of US? So in other words one would be able to reclaim with VT but not with an Ex-US fund like VXUS?

You can get similar tax credit for VXUS - but keep in mind that on an equivalent Irish ETF no such withholding tax would be charged in the first place (when the fund distributes to you).

[assemblyrequired]

VT supposedly has a tracking difference of -1.78%:
https://etf.ft.com/etf/VT

And while I don’t know if this means it has performed better or worse than the index, either way that’s way too much of a difference, is it not?

[Tony1337]

Mixed it up at first,

You would need to check what witholding taxes the underlying index assumes.

But -1.7% underperformance must be a wrong number VT is nowhere off this much negatively.

Normally it at least tracks the index or has positive tracking error, as far as I know. As the indices normally assume the worst withholding taxes.

Need to check later

[Luk_nuts]

Not sure where that number comes from, but according to Vanguard, they track the Index pretty well: VT-Vanguard Total World Stock ETF | Vanguard