As you can see in the chart below, over a 5-year period, VOO outperformed VFIAX by a total of . 30%. That works out to $30 per $10,000 invested, or roughly $6 a year.
FXAIX and VOO Cost
Over 30 years, the difference between a 2% cost and a 0.04% fee might result in your portfolio losing half of its value. FXAIX has a 0.015% expense ratio, whereas VOO has a 0.03% expense ratio.
The first difference you will notice is that VOO is an ETF, while VFIAX and VFINX are both index mutual funds. ... ETF shares are traded (and evaluated) on the stock market throughout the trading day, while mutual fund share purchases/sales are executed after trading has closed for the day.
VTSAX's ETF (VTI) has lower stock prices than VFIAX's ETF (VOO). If the lower stock price allows you to buy VTI sooner, earn money, and then invest in VTSAX earlier, you may make more money overall than if you waited to invest in VOO.
VOO has roughly 500 holdings and VTI has roughly 3,500 holdings, so VTI can be considered more diversified. Both VOO and VTI have the same expense ratio of 0.03%. VTI is much more popular than VOO.
IVV has a 0.04% expense ratio, which is higher than VOO's 0.03% expense ratio. Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which one is better suits your portfolio: IVV or VOO.
As we increase the investing duration to a 5-year period, we can see that VOO beats SPY in almost every 5-year period. There are only a few 5-year periods in the historical data where SPY beats VOO, and even those were barely greater than 0% difference.
VFIAX could be a good buy-and-hold fit if you want an index fund that uses that S&P 500 as its benchmark. From a cost perspective, it's easily one of the cheapest Vanguard funds to own, with an expense ratio of 0.04%. ... Based on a 10-year trailing return of 13.95%, this fund is another top Vanguard performer.
VTIAX is one of the best Vanguard funds for new investors if you're seeking exposure to international stocks. This fund tracks the performance of the FTSE Global All Cap ex U.S. Index, which measures stock market performance of companies in developed and emerging markets.
Vanguard 500 Index (symbol VFIAX), for one, hasn't paid a cent in capital gains since 1999 (it has paid dividend distributions). You might also consider a tax-efficient fund, which attempts to limit both capital gains distributions and dividend distributions.
Look no further than VBINX if you want a low-cost, no-load index fund that holds a moderate mix of stocks and bonds. With a low expense ratio of 0.18% and a balance of 60% stocks and 40% bonds, VBINX makes for a very nice core holding in a diversified portfolio.
The good news for investors with less than $3,000 is that they can simply invest in VOO until their balance crosses the threshold of $3,000 and then automatically convert their VOO shares tax-free into VFIAX shares if they wish to do so.
Fidelity 500 Index Fund (ticker: FXAIX)For investors seeking exposure to the S&P 500, Steve Azoury, president of Azoury Financial in Troy, Michigan, likes FXAIX, calling it "a nice index fund that is very consistent with very low fees." It has an extremely low expense ratio of 0.015%, or $1.50 for every $10,000 ...
The current dividend payout for stock Fidelity 500 Index Fund (FXAIX) as of Feb. 8, 2022 is 2.33 USD. ... Average dividend growth rate for stock Fidelity 500 Index Fund (FXAIX) for past three years is -14.51%.
What is the Fidelity equivalent of VOO? We track 3 Fidelity ETFs which are extremely similar to Vanguard's VOO: FNILX (ZERO Large Cap Index Fund), FZROX (ZERO Total Market Index Fund), and FLCEX (Large-Cap Core Enhanced Index Fund).
Vanguard 500 Index Admiral (VFIAX, $354.73) should be one of the best Vanguard index funds for 2021, 2022 and every year after for the plainest of reasons: It's cheap. It's passively managed. It's diversified. And it's invested in U.S. stocks.
They are also both Admiral Shares Funds with super-low expense ratios. However, I would give a slight upper hand to VTSAX. VTSAX has about 7 times more stocks and they are spread out more evenly. This means VTSAX has more diversification compared to VFIAX.
Thus, most of Morningstar's favorite core index funds are fine tax-efficient picks, especially Vanguard Total Stock Market Index (VTSAX) and Vanguard 500 Index (VFIAX). From a tax-efficiency perspective, these funds benefit from the fact that they're share classes of the firm's ETFs.
Since VFIAX is an admiral share index fund it has that $3,000 minimum initial investment. ... The only issue is the fund is now closed to all new investors. New investors looking for a no-minimum alternative can purchase the Exchange-Traded Fund (ETF) version of VFINX, which is Vanguard S&P 500 ETF (VOO).
Vanguard S&P 500 ETF (NYSEARCA:VOO) pays Quarterly dividends to shareholders.
Vanguard S&P 500 (VOO): Dividend Yield
The Vanguard S&P 500 (VOO) ETF granted a 1.59% dividend yield in 2021.
Vanguard's VOO is an exchange-traded fund (ETF) that tracks the S&P 500 index by owning all of the equities within the S&P 500. ... The S&P 500's investment return is considered a gauge of the overall U.S. stock market.
iShares S&P 500 Growth ETF (IVW) has announced a 4 for 1 stock split. The Ex-distribution Date is October 19, 2020. The Payable Date is October 16, 2020. The Record Date is October 14, 2020.