What Vanguard funds beat the S&P 500?
Vanguard Russell 1000 Growth Index Fund (VRGWX)
The Vanguard Russell 1000 Growth Index Fund charges very low costs—check out that 0.07% annual expense ratio—and tracks some of the biggest growth stocks in the U.S. VRGWX's 10-year average annual return beats the S&P 500's return over the same period.
Vanguard Russell 1000 Growth Index Fund (VRGWX)
The Vanguard Russell 1000 Growth Index Fund charges very low costs—check out that 0.07% annual expense ratio—and tracks some of the biggest growth stocks in the U.S. VRGWX's 10-year average annual return beats the S&P 500's return over the same period.
| Fund | 2023 performance (%) | 5yr performance (%) |
|---|---|---|
| MS INVF US Insight | 52.26 | 34.65 |
| Sands Capital US Select Growth Fund | 51.3 | 76.97 |
| Natixis Loomis Sayles US Growth Equity | 49.56 | 111.67 |
| T. Rowe Price US Blue Chip Equity | 49.54 | 81.57 |
In the trailing five-, 10-, 15-, and 20-year periods, the Vanguard Growth ETF (NYSEMKT: VUG) has outperformed the S&P 500. That is a remarkable track record. And it's a long-enough time horizon to have confidence that this streak can continue in the years ahead.
Key Morningstar Metrics for Fidelity Contrafund
The fund's roughly 13% annualized gain over the past decade beat the S&P 500 (the fund's broad-market prospectus benchmark) and ranked among the best-performing third of funds in either the large-blend or large-growth Morningstar Categories.
| Vanguard Fund | Expense Ratio |
|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) | 0.04% |
| Vanguard Explorer Fund Investor Shares (VEXPX) | 0.45% |
| Vanguard Long-Term Treasury Index Fund Admiral Shares (VLGSX) | 0.07% |
| Vanguard Mid Cap Growth Fund (VMGRX) | 0.37% |
Vanguard 500 Index Fund (VFIAX)
Also known as the Vanguard S&P 500 Index fund, this is the one that started them all, giving investors exposure to 500 of the largest U.S. companies, which make up 75% of the U.S. stock market's total value.
The Ultimate Buy and Hold Strategy is an extremely effective way to “beat the market” if you regard the S&P 500 as “the market.” Better still, it doesn't require trying to choose individual stocks, predict the future or time the inevitable ups and downs of the stock market.
Research: 89% of fund managers fail to beat the market
According to this report, 88.99% of large-cap US funds have underperformed the S&P500 index over ten years. As a whole, 78–97% of actively managed stock funds failed to beat the indexes they were benchmarked against over ten years.
Among technology focused funds boosted by seven tech-related stocks, SoMa Equity Partners beat the S&P 500 stock index and the Nasdaq Composite (. IXIC) , opens new tab with a whopping 62% result, according to an investor update seen by Reuters.
Do any mutual funds outperform the S&P 500?
Unfortunately, most fund managers fail to outperform their benchmark index in any given year. In 2021, 79% of fund managers underperformed the S&P 500. Picking the funds and managers that will outperform is practically impossible for investors since none has a consistent record of outperforming year after year.
There are 11 sectors in the S&P 500. Yet only one sector, technology, has gained more than 85% over the last five years.
MarketWatch spotlights VanEck Morningstar Wide Moat ETF (MOAT), consistently outperforming the S&P 500 by targeting companies with long-term competitive advantages or "economic moats."
Forty-four of this year's funds made money in 2022. This year's Top 50 collectively outpaced the market over the trailing five years through 2022 by more than three full percentage points. They did so with considerably less risk than the S&P 500 and a market correlation of just 0.18.
Rowe Price offers functional news and marketing information. Vanguard does not offer real-time streaming news, but does offer news articles. Overall, T. Rowe Price has a small edge over Vanguard for their overall account and research amenities offerings.
The term “Lost Decade for Stocks” refers to the ten-year period from 12/31/1999 through 12/31/2009, when the S&P 500® generated an annualized total return of -0.9% over the period.
Vanguard Growth and Income Fund (MUTF:VQNPX) Positioned perfectly between income and growth, the Vanguard Growth and Income Fund (MUTF:VQNPX) aims to surpass the S&Ps 500 Index, making it an attractive option for investors seeking both dividend income and potential stock price appreciation.
- Vanguard Small Cap Index/ETF VSCIX VB.
- Vanguard Small-Cap Value Index/ETF VSIAX VBR.
- Vanguard Total International Stock Index/ETF VGTSX VXUS.
- Vanguard Total Stock Market Index/ETF VITSX VTI.
- Vanguard Total World Stock Index/ETF VTWAX VT.
- Vanguard Value Index/ETF VVIAX VTV.
VHYAX-Vanguard High Dividend Yield Index Fund Admiral Shares.
Vanguard S&P 500 ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, VOO is a great option for investors seeking exposure to the Style Box - Large Cap Blend segment of the market.
Which 5 star mutual funds have 10 year performance?
Five large cap mutual funds that gave the highest return in the past 10 years are Nippon India Large Cap Fund which gave 17.09% returns, followed by Mirae Asset Large Cap Fund with 16.99% return. The other three are ICICI Prudential Bluechip Fund, SBI Bluechip Fund and HDFC Top 100 Fund.
Summary. Investing in the S&P 500 index fund, such as VOO, is a winning long-term strategy. Historical data shows that the market has consistently gone higher despite obstacles and downturns.
- A Target date index fund based on your goal age of retirement and.
- A small value index fund.
Not necessarily. While dividend ETFs can offer stable income, their growth potential is generally lower over the long run. That said, dividend ETFs may outperform the S&P 500 during particular time frames, such as during a recession or a period of easing interest rates.
The safest option strategy is one that involves limited risk, such as buying protective puts or employing conservative covered call writing. Selling cash-secured puts stands as the most secure strategy in options trading, offering a clear risk profile and prospects for income while keeping overall risk to a minimum.
