Tuesday, January 21, 2025

MM Optimizer USGO Estimate for 2024 vs. Vanguard Report

 




https://investor.vanguard.com/content/dam/retail/publicsite/en/documents/taxes/USGO_012025.pdf

VUSXX = 100.00% (mm optimizer = 100%)

VMFXX = 59.87% (mm optimizer = 61.04%)

VMRXX = 63.61% (mm optimizer = 64.77%)