ETF Showdown

Talking Real Money - Investing Talk

Don McDonald

Education, Business, Investing, How To

4.5 • 811 Ratings

🗓️ 29 September 2025

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

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Summary

Don and Tom tackle the “big three” global equity ETFs—Vanguard VT, Dimensional DFAW, and Avantis AVGE—breaking down their diversification, costs, risk/return assumptions, style tilts (small/value vs large/growth), and geographic/sector weights. They highlight how DFA and Avantis add microcaps and factor tilts that Vanguard’s index omits, why fees are “pennies” but differences in construction matter, and why “rules-based” is more accurate than “active.” Listener questions cover lottery winning...

Transcript

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0:00.0	Reality Radio for a really great future.
0:08.0	We're talking real money.
0:10.2	When it comes to suggesting products, we hear it talking real money have a choice between making your life really complicated and making your life easy.
0:25.1	When we have to choose between two extremes,
0:31.7	we tend to land somewhere in the middle. That's what we do. We're middle dwellers. I'm middle, middle dweller, it's not easy, hey, easy for you to say. I'm middle dweller Don McDonald along with real middle dweller, Tom Cock.
0:40.3	He takes middle dwelling to a old new level.
0:42.3	Don't call me middling Tom Cock, but middle.
0:44.7	You are so middling.
0:47.0	He just hangs out in the middle.
0:50.8	He doesn't like to be extreme.
0:53.0	Well, that's true.
0:53.9	But when it comes to investments, we talk a lot about investing in the stock market.
0:58.5	And the easiest way to do that is through, we used to say mutual funds.
1:03.5	Now, it's through exchange traded funds, ETFs, and the three general all-purpose global equity exchange-traded funds that we suggest are these.
1:17.7	Vanguard Total World Stock Index, VT, the Avantus Global Equity Fund.
1:26.1	The Aventus All Equity Markets, ETFD.
1:29.3	Yeah, AVGE and the dimensional DFA, World Equity.
1:34.3	Yeah.
1:35.0	portfolio.
1:36.0	DFAW.
1:37.1	That's right.
1:37.6	So we talk about those three a lot and people go, well, what's the difference?
	...

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