According to information gleaned from Betterment’s website, Betterment historical returns would have … While it may appear that Betterment has the better performance, be … But if you prefer investing in value stocks, Betterment will be the better option. This line is available for clients with accounts totaling $100,000 or more. It also uses just four fixed income classes, one of which is dividend stocks, which may add a growth component to an income generating asset class. For a Premium account, you'll be paying 0.40% in fees. Both companies offer next-day deposits. It uses modern portfolio theory, and invests your money in various asset classes, each represented by an index-based ETF. If you have $100,000 to spare, Wealthfront users also have the option to receive a line of credit using the assets in their account as collateral (a feature Betterment doesn't currently have). Betterment provides two types of investment accounts: there is a Digital plan, which requires an annual fee of 0.25% with a $0 minimum balance. Betterment offers two service tiers: Betterment Digital and Betterment Premium, available as … As a result, the Wealthfront investment results are consistently slightly below the corresponding comparative benchmark. The whole point of going with a Robo-Advisor is the ease of use. These portfolios allow for greater efficiency with tax-loss harvesting, since individual stocks offer more flexibility than entire ETFs. First, let’s lay an overview of what an investment robo-advisor does. Comments may be held for moderation and will be published according to our. It enables you to borrow up to 30% of your account value, and make repayments on your own schedule. Both Betterment and Wealthfront have savings account options (or the equivalent). Both the taxable and nontaxable portfolios are weighted heavily in favor of US and international stocks. For the investor with a bit extra cash (say, upwards of $100,000 or so), Wealthfront offers better options for investors to take advantage of things like direct indexing via stock-level tax-loss harvesting. Wealthfront has no trading fees. You can easily locate participating merchants in Betterment’s mobile app. Founded in 2008, Betterment is one of the first Robo-advising sites and provides investment advising for a variety of accounts and pricing tiers. Today’s comparison of Wealthfront vs. Vanguard Personal Advisor Services showcases two powerful robo-advisor options on the market right now. Based on the numbers above, Betterment has an average annual investment return of just under 8.8%. General Disclaimer: See the online credit card application for details about terms and conditions. Betterment and Wealthfront have become the largest independent robo-advisors because they’ve been in the forefront of the phenomenon that is automated investing. The use of index-based ETFs and automated investment management keeps investing expenses low, maximizing your investment returns. Betterment provides tax loss harvesting at the index fund level, but Wealthfront delivers more for those with more than $500K invested: By providing tax loss harvesting at the stock level In addition to offering investment tools for individuals, Betterment has "Betterment for Advisors" which provides advisers with tools to help manage their clients' investments as well. Betterment also offers a checking account that comes with no fees, mobile check deposit, no minimum balance, and reimbursed ATM fees. Betterment has consistently ranked highly for its no-minimum accounts. Which is the better of the two? Wealthfront is at 7.62% on its taxable portfolios, and 8.52% on its tax-advantaged portfolios . Though Betterment has only been in business since 2008, Betterment portfolio performance has surpassed that of its competitors, many of whom have existed for decades or more. That will include automatic dividend reinvesting, periodic rebalancing to maintain target asset allocations, and even tax-loss harvesting to minimize capital gains taxes in taxable accounts. Both these robo-advisors have very competitive pricing, offering an annual fee of 0.25% that is quite affordable. As an added perk, Betterment performs tax-loss harvesting - which maximizes your earnings by using algorithms to automatically invest in securities or investment vehicles that optimize tax losses and decrease your capital gains for reporting to the IRS. offers cash back when you use your card at participating businesses. For a 70% stock investment, Betterment investors say upwards of 163% in cumulative returns compared to 94% for private investors with 60% to 80% equity risk. And, unlike Wealthfront, the company offers support by phone or email seven days a week. Betterment vs. Wealthfront: Minimum Deposit Let's get the easiest comparison out of the way first. These are the kind of investment strategies more typically available with higher cost, traditional investment advisors. Unlike Wealthfront, Betterment offers human advisers in addition to their Robo-advising capacities. They have approximately $16 billion in assets under managementas of February 2019 and a proven track record of quality automated investment management. Fractional investing through Betterment helps ensure you are always making the most of the funds you've allocated for investment. You can easily locate participating merchants in Betterment’s mobile app. You can trust the integrity of our balanced, independent financial advice. The direct indexing feature is only available for investors holding $100,000 or more in their account with Wealthfront. Wealthfront works much the same as Betterment and other robo-advisors. Your entire portfolio won’t be fully SRI, but a large portion will be. Funds can be borrowed for any purpose, and since you’re borrowing from yourself, you can repay on your own terms. Lastly, let's take a look at how Betterment's returns compare to Wealthfront —another popular robo-advisor. Wealthfront and Betterment automatically does tax loss harvesting for you Wealthfront and Betterment both offer tax loss harvesting at no extra cost. Considering the direct competition between the two, that’s hardly surprising. Here we’ll delve a little deeper into Betterment vs. Wealthfront vs. M1 Finance to help you to decide the best option for your circumstances. So there you have it – it’s not quite an apples-to-apples comparison, but it’s as close as we can get based on the public data available. However, the Betterment results only extend through July, 2018, while Wealthfront’s are continuous, allowing us to use results through February, 2019. Is the market down? Wealthfront vs Betterment Returns. Betterment is available online as well as on iOS and Android. Managed by Goldman Sachs, this portfolio works to outperform the conventional market cap strategy. Here's Wealthfront's historical performance for a risk score of 9.0. You need a minimum of $500 to begin, then Wealthfront fully manages your portfolio, including automatic dividend reinvesting, periodic portfolio rebalancing, and tax-loss harvesting. Wealthfront has comparable management fees of 0.25%. So, you can start an account with as little as $0 with Betterment. The first step will involve completing a brief questionnaire, that will identify your investment goals, time horizon, and risk tolerance level. Betterment seems to win out for hands-off or beginner investors in that it has no minimum account requirement and has low fees and a comprehensive, easy-to-use setup. In the final analysis, both Betterment and Wealthfront platforms. In fact, where each has distinguished itself from the many robo-advisor platforms now available is that they have trade-up options. Learn which could be best for you by comparing their features and pros … Your portfolio will then be created from a mix of 14 different asset classes, including six for stocks and eight for fixed income investments. Still, Betterment consistently receives high marks for its user-friendly services and its socially responsible investments (as the only one of the two that offers SRIs). However, Wealthfront also offers 529 college savings accounts as well as high-yield savings accounts (unlike Betterment). Betterment offers checkings and savings account with an annual APY of up to 2.38%. Betterment and Wealthfront are two of the top robo-advisors on the market, currently. Both Betterment and Wealthfront are automated online investment platforms, more commonly referred to as robo-advisors. Both companies also have automatic rebalancing for portfolios to constantly ensure they are weighted properly. Wealthfront has also received top marks for its full-service bar of planning tools and low fees. According to the site, for "more than 30,500 periods, the Betterment portfolio outperformed those advisor-managed portfolios 88% of the time.". Users can borrow up to 30% of their portfolio - up to $1.5 million. Now as is always the case with investment returns, these results require a significant amount of explanation. However, Wealthfront emphasizes creating a diversified portfolio, and offers a more diverse range of asset classes compared to Betterment. But because both Betterment and Wealthfront use ETFs, you can basically track their returns by tracking the overall market. Betterment is not only the original robo advisor, but it’s also the largest independent robo (along with Wealthfront), with $21 billion in assets under management. It really depends on the various services and features each provides that will best fit your own personal needs. It provides financial planning tools to help you plan for retirement, home ownership, saving for the down payment on a house, and college funding for your children. Betterment vs. Wealthfront Comparison Costs and Fees. We make every effort to maintain accurate information. The checking account reimburses your ATM fees worldwide. Jon and I had exchanged a few emails when I was considering his company. Wealthfront vs. Betterment: At a Glance. We may, however, receive compensation from the issuers of some products mentioned in this article. The account has no minimum balance. As a bonus, Wealthfront added the Wealthfront Risk Parity Fund last year - which gives investors with $100,000 the opportunity for higher risk-adjusted returns in a taxable account (although it has a higher expense ratio). It represents a form of active portfolio management, and is available for portfolios of $500,000 or more. Wealthfront is popular for its planning services that cover home, retirement, college savings and more. Betterment focuses on putting investor's assets into ETFs and other low-cost investment vehicles, and also lets you set up risk preferences once you join to continue working toward your goals through the service. In order to create a fair comparison between Wealthfront vs Betterment returns, I chose comparable portfolios. Wealthfront is a Robo-advising investment company that has fairly low minimums and focuses on stock-level tax-loss harvesting, which helps users maximize their earnings while investing in individual stocks as opposed to general ETFs. This portfolio requires a minimum investment of $100,000. Best High Yield Savings Accounts Compared, Understanding Overdraft Protection and Fees, The Beginner’s Guide To Saving For Retirement, How Much Do You Need To Have Saved For Retirement, How Much Should You Contribute To Your 401(K), How To Pay Medical Bills You Can’t Afford, Bestow’s Chief Insurance Officer, Jackie Morales. This is a more complex investment strategy, but one that has shown higher long-term returns. Betterment Performance. But where Wealthfront departs from Betterment is that it also diversifies into natural resource stocks and real estate investment trusts. This is something of a financial advisory, but it’s software-based. These include more than 10,000 merchants across the globe, covering both online and in-person payments. Betterment vs. Wealthfront: Returns & performance. Betterment also offers human advisers that are available through the app and via phone, which can be a huge plus for beginner investors looking for extra advice (or even advanced investors looking for that human input). It’s probably not an exaggeration to say that most investors begin their robo-advisor search with one or both these platforms. Each charges a basic fee of 0.25% for the vast majority of investors. Like all robo-advisors, Betterment uses Modern Portfolio Theory (MTP) to create and manage your investment portfolio. And, Betterment offers a Smart Saver account which can earn users up to 2.19% with the low-risk investing. Betterment offers both taxable and tax-sheltered retirement accounts. Betterment and Wealthfront both charge an annual fee of 0.25% for digital portfolio management. Tax-loss harvesting increases your return, but it doesn’t remove your tax liability. You may even see multiple cash back deposits all within the same day! Both Betterment and Wealthfront have consistently received high ratings from analysts and customers alike. Based on the research, it’s highly unlikely you’ll outperform the market on your own. Betterment and Wealthfront are two of the top robo-advisors on the market. But, what's the difference between Betterment and Wealthfront, and which is better to use? Betterment’s Premium plan offers access to live financial advisors, and an annual advisory fee of just 0.40%. Each ETF is tied to an index representing the entire asset class it represents. But the best part of this checking account is that, thanks to Betterment’s partnership with Dosh, you’ll also get the Betterment Visa® Debit Card that offers cash back when you use your card at participating businesses. MPT stresses proper asset allocation based on targeted risk levels. The company offers comprehensive financial planning tools that are even available to users without an account and brags low fees to boot. This might be Wealthfront’s most interesting feature. It does this by deemphasizing market capitalization as a primary factor in portfolio construction. So, how do Betterment and Wealthfront stack up, and which is the better choice? The company was founded in 2008, and is based in New York City. Betterment: 0.25% – 0.40% annual fee; Wealthfront: 0.25% annual fee; Betterment offers two tiers of service. A major plus of Betterment is that it offers fractional shares to keep uninvested cash at a minimum (unlike Wealthfront). The investment return for each time frame is compared with a comparative benchmark. It’s not designed to be a margin loan, but it offers you total flexibility. Returns are impossible to predict. For investors with more capital and a desire to work closely with an advisor, Personal Capital may be worth the higher fees. While returns are always subject to the individual portfolio, market and a variety of other factors, Robo-advising, in general, has a decent track record compared to traditional financial advisers. Betterment also provides personal guidance for various financial situations including saving for retirement, purchasing a home and other financial events. Betterment vs. Wealthfront: Investment performance, Final thoughts on Betterment vs. Wealthfront, Wealthfront starts by having you complete a questionnaire, regularly updated report on its historical returns, This is a more complex investment strategy, This is something of a financial advisory, but it’s software-based, Betterment Review: The Way Investing Should Be, Wealthfront Review: Automated Investing And Financial Planning That’s Free Up To $10,000, The Best Investment Accounts For New Investors, Individual and joint taxable accounts; traditional, Roth, SEP and rollover IRAs; trusts and non-profits, Individual and joint taxable accounts; traditional, Roth, SEP and rollover IRAs; trusts and 529 plans, Digital: 0.25% to $2 million; 0.15% over $2 million; Premium: 0.40% to $2 million; 0.30% over $2 million, Yes, through Smart Beta and Stock-level Tax-loss Harvesting (min. Like other robo-advisors, Wealthfront starts by having you complete a questionnaire, the answers of which will provide the basis of your portfolio. On the other hand, Wealthfront touts five-year returns for taxable portfolios at around 5.6% and historical returns (since 2011) at around 7.6% (8.5% for tax-advantaged portfolios like Roth IRAs). And, unlike Betterment, Wealthfront offers stock-level tax-loss harvesting. For investors with limited funds, Betterment doesn't require any minimum amount for your account - unlike Wealthfront. This category requires a portfolio between $100,000 and $500,000. Each offers smart beta, socially responsible investing, various forms of financial advice, and the ability to open an account with little or no money. This option allows you to adjust the individual asset class weights in your portfolio. If you want to shop online, note that you do need to shop through Betterment’s “Earn Rewards” section in the app or on the site. The path even takes into account Social Security and inflation to help better estimate retirement costs. , based in New York, now has over $3 billion under management. Gone are the days when investors had to turn to a stock exchange to invest or pay hand over fist for a financial adviser. In the absence of an exact side-by-side comparison of precisely matching portfolios, we’ve done some number crunching and come up with what we believe to be a reasonable approximation of the investment performance for both over the past few years. Unlike Wealthfront, Betterment has no minimum deposit required to get started. Betterment vs. Wealthfront – Similarities. Betterment’s investment results from October, 2011, through July, 2018, show an 82.6% return, based on a portfolio with an 80% stock allocation. Betterment has been recommended for low-balance, hands-off investors who want easy access to automatic rebalancing for their portfolios and personal financial planning. According to their site, Wealthfront's AUM total some $12 billion among roughly 200,000 customers (as of 2018). While both Betterment and Wealthfront offer similar investment vehicles and Robo-advising services, there are some differences in their investment options. Each company has a wide variety of portfolios you can invest in that have varying returns. This is just one of 20 potential asset allocations, since the Wealthfront risk scores run in increments of .5, from .5 up to 10. Given that the fourth quarter of 2018 was unusually volatile, that can skew the performance data in favor of Betterment. Once your portfolio has been created, it will be fully managed on an ongoing basis. These include more than 10,000 merchants across the globe, covering both online and in-person payments. No Cash Holdings: neither holds your assets in cash, instead investing whatever you deposit into securities. If the market is going up, it’s likely your returns will go up. When comparing Betterment vs. Wealthfront vs. Vanguard, Vanguard’s site is admittedly the least intuitive and streamlined of the three. The two platforms are on the leading edge of online, automated investing, and both have been steadily expanding their menu of investment options. Performance Returns Betterment vs S&P 500. These companies all have something similar to offer, but there are some crucial differences. But Wealthfront is exclusively focused on maximizing your after-tax returns. Wealthfront is at 7.62% on its taxable portfolios, and 8.52% on its tax-advantaged portfolios. *Disclosure: Please note that this article contains affiliate links which means that – at zero cost to you – I might earn a commission if you sign up through the affiliate link. Your cash back offers are also tailored to your own personal buying preferences. If you have the cash, Wealthfront has a definite edge as the only major Robo-advisor to offer the service. Wealthfront is the second largest independent robo-advisor, with at least $10 billion in assets under management. That produces a blended return of 77.8% over 82 months. The two asset classes give you a broader investment mix, as well as provide a large measure of protection against inflation. The app can be used to run “what if scenarios”, such as seeing the projections of increasing your savings or determining how much financial aid your child might be eligible for in college. Betterment has no minimum deposit, whereas Wealthfront's minimum deposit is a $500 minimum. Your cash back rewards are automatically deposited into your checking account in real-time, so you don’t have to wait to redeem them. Both companies' algorithms rely more heavily on proper portfolio allocation than individual security picks. You can sign up for the platform with no money at all. We’re going to get into considerable detail in analyzing the differences between the two robo-advisors. But also since then I’ve learned a few things about WB from some of you on MMM. We commit to never sharing or selling your personal information. But what are critics saying about the services? Betterment offers the opportunity to invest in fractional shares, whereas Wealthfront doesn't. (That said, we’re committed to providing honest reviews.) However, Wealthfront provides the superior tax-optimized investing service through its Direct Indexing feature that it claims can amplify after-tax annual returns by as much as 2.03%. While Betterment doesn't offer stock-level tax-harvesting, they do offer regular tax-loss harvesting - which is a huge plus for many investors, allowing them to minimize capital gains for tax purposes. Betterment and Wealthfront are the two largest independent robo-advisors in the field, and probably the best-known. Betterment vs Wealthfront: Other Features. In contrast, Betterment does not offer direct indexing while Wealthfront offers direct indexing accounts balances that exceed $100,000. The screenshot below shows Wealthfront investment results through February 28, 2019, for both taxable portfolios and tax-advantaged portfolios (retirement accounts). In truth, you can’t go wrong with either of these platforms. Like I said in the beginning of this post, I had investment accounts with both Betterment and Wealthfront between December 2016 and August 2019. This is a fraction of the 1% to 2% fee charged by traditional human financial advisors. Both companies also use automatic rebalancing, although Wealthfront operates on threshold-based rebalancing (which means that your portfolio is rebalanced based on how your assets deviate from their target allocation, not based on time). Learn more about Betterment: read our full review or visit their site! © 2020 TheStreet, Inc. All rights reserved. Additionally, Wealthfront is not FDIC insured but uses what they call Program Banks to disperse funds into multiple banks to provide the benefit of FDIC insurance up to $1 million per account (much higher than typical FDIC insurance). Betterment vs. Wealthfront – which is the better of the two? However, because Wealthfront offers stock-level tax-loss harvesting, the company claims the strategy can help increase annual investment returns by up to 2%. I wrote the below email to Jon a week or so ago, I also copied his CS department. It’s an option intended only for seasoned investors, providing some control over portfolio allocation, while still enjoying the benefits of automated investing. Use your card at participating businesses mentioned below according to their site, Wealthfront does n't require any minimum for! Available as … performance returns Betterment vs s & P 500 for college, marriage, risk! 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