Topic

Stocks

A collection of 55 posts

IVA Research

PRIMECAP Still Won—But Taxes Took Their Cut

MAILBAG | Two decades of after-tax returns, and what the Discovery ETF could change for taxable investors.

| 7 min read
IVA Research

Mid-Caps, Mixed Results

FUNDS FOCUS — MID-CAP GROWTH FUNDS | Mid-cap stocks have quietly outperformed over time. So why doesn’t Vanguard have a standout active fund?

| 16 min read
IVA Research

Aggressive Investing Made Simple

FUNDS FOCUS—AGGRESSIVE GROWTH FUNDS | Small stocks still have a place in long-term portfolios—but investors don’t need complicated funds to own them.

| 16 min read
IVA Research

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
IVA Research

The Factor Trap

Vanguard's factor ETFs promised market-beating returns. Eight years in, the results tell a different story.

| 6 min read
Quick Take

Vanguard’s Newest ETFs Ask a Familiar Question: Growth or Value?

Two new ETFs make it easier to tilt your international portfolio—but history shows that picking the winning style is harder than it sounds.

| 2 min read