Topic
IVA Research
A collection of 220 posts
Small Stocks Were Supposed to Win
Academic research says smaller companies should outperform over time. Thirty-five years of Vanguard fund returns tell a more complicated story.
| 5 min read
The Factor Trap
Vanguard's factor ETFs promised market-beating returns. Eight years in, the results tell a different story.
| 6 min read
Stocks Are Expensive. Now What?
MAILBAG | The CAPE ratio of stock valuations is flashing warning signs—but history shows it’s more useful for setting expectations than timing the market.
| 4 min read
Give Now, Invest First, Decide Later
Vanguard’s Charitable Endowment Program lets you take a tax break today while investing for future donations—but once your money is in, how you invest it will determine how much you actually have to give.
| 16 min read
Taxes and the IVA Portfolios: Worth the Cost?
MAILBAG | What taxes really cost—and how to make the IVA Portfolios more tax-friendly.
| 11 min read