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The fund has returned 8.38 percent over the past year, 9.08 percent over the past three years, 10.17 percent over the past five years and 10.47 percent over the past decade.
The fund has returned 8.38 percent over the past year, 9.08 percent over the past three years, 10.17 percent over the past five years and 10.47 percent over the past decade.
Overall Rating
Morningstar has awarded this fund 5 stars based on its risk-adjusted performance compared to the 1298 funds within its Morningstar Category.
The Fund seeks to approximate as closely as practicable (before fees and expenses) the capitalization-weighted total rate of return of that portion of the U.S. market for publicly-traded common stocks composed of larger-capitalized companies.*
Last dividend for Fidelity 500 Index (FXAIX) as of Jan. 21, 2024 is 0.56 USD. The forward dividend yield for FXAIX as of Jan. 21, 2024 is 1.35%.
Created in 1992, Vanguard Total Stock Market Index Fund is designed to provide investors with exposure to the entire U.S. equity market, including small-, mid-, and large-cap growth and value stocks. The fund's key attributes are its low costs, broad diversification, and the potential for tax efficiency.
Basic Info. S&P 500 10 Year Return is at 158.1%, compared to 152.9% last month and 169.2% last year. This is higher than the long term average of 113.8%.
As the innovator of index funds, Vanguard offers an impressive range of index funds today with low expense ratios. Fidelity has a comparable selection of funds, but its fees generally aren't as competitive as Vanguard's. That said, Fidelity does offer some zero-cost funds for its customers.
For most personal investors, an optimal number of ETFs to hold would be 5 to 10 across asset classes, geographies, and other characteristics.
Both VOO and SPY are index funds based on the S&P 500. Stock holdings and sector allocations are nearly identical. Performance is also nearly identical, but the VOO has slightly outperformed the SPY over the long term. Both funds are easily available at popular investment brokers and through robo-advisors.
What is the difference between S&P 500 index fund and mutual fund?
An index fund is a type of mutual fund or exchange-traded fund designed to mirror the performance of a certain market index, like the S&P 500 or the Dow Jones Industrial Average. Another name for an index fund is a passive fund. Mutual funds are pooled investment funds that professional investors manage.
A 3 fund portfolio is an asset allocation mix comprising three asset classes, domestic stocks, international stocks, and domestic bonds. Standard & Poor's 500 is a market index that tracks the market value and performance of the top 500 US large-cap stocks.
An index fund is a type of mutual fund that tracks a particular market index: the S&P 500, Russell 2000, or MSCI EAFE (hence the name). Because there's no original strategy, not much active management is required and so index funds have a lower cost structure than typical mutual funds.
Fidelity® 500 Index Fund has an expense ratio of 0.02 percent.
| Ticker | Name | Annual dividend yield |
|---|---|---|
| FDL | First Trust Morningstar Dividend Leaders Index Fund | 4.57% |
| OEUR | ALPS O'Shares Europe Quality Dividend ETF | 4.45% |
| SDOG | ALPS Sector Dividend Dogs ETF | 4.30% |
| VYM | Vanguard High Dividend Yield Index ETF | 3.98% |
| Return Type | 1 Yr | Life |
|---|---|---|
| FUND Fidelity® 500 Index Fund | 26.29% | 10.67% |
| PRIMARY BENCHMARK S&P 500 Close Popover | 26.29% | 10.80% |
| MORNINGSTAR CATEGORY AVERAGE Large Blend Close Popover | 22.32% | -- |
| AFTER TAXES ON DISTRIBUTIONS Close Popover |
iShares has been a leader in the ETF marketplace for more than two decades by providing portfolio building blocks for investors large and small. Today, iShares ETFs make it simple for everyone to invest with efficiency and transparency at a fair price.
Also available as an ETF (starting at the price of $1).
Investing in REITs can add some diversification to your portfolio and give you access to passive income, liquidity and excellent long-term returns. However, taxes can be more expensive with REITs compared to other investment options, and there are still risks involved with the real estate market.
The historical average yearly return of the S&P 500 is 9.66% over the last 20 years, as of the end of September 2023. This assumes dividends are reinvested. Adjusted for inflation, the 20-year average stock market return (including dividends) is 6.915%.
What is the average return of the S&P 500 last 100 years?
The average stock market return is about 10% per year for nearly the last century, as measured by the S&P 500 index. In some years, the market returns more than that, and in other years it returns less.
S&P 500 6 Month Return is at 7.18%, compared to 9.28% last month and 1.43% last year.
- No cryptocurrency trading.
- No futures trading or paper trading.
- Transaction fees for non-Fidelity mutual funds.
- Small per-contract fee for options.
The largest Aggressive ETF is the iShares Core Aggressive Allocation ETF AOA with $1.77B in assets. In the last trailing year, the best-performing Aggressive ETF was EAOA at 11.96%. The most recent ETF launched in the Aggressive space was the iShares ESG Aware Aggressive Allocation ETF EAOA on 06/12/20.
Flexibility: Mutual funds are more flexible than index funds because the investment professional managing the fund can respond to market changes and change the fund's holdings.
