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- Expense ratio: To be considered for this list, an S&P 500 index fund must have a net expense ratio of 0.2% or less.
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Mar 1, 2024 · Expense ratio. As index funds are passively managed, expense ratios, which represent the fees you pay for the upkeep of your fund, should be nominal. Because all S&P 500 index...
Mar 21, 2024 · Overview. Performance. Fund Facts. Characteristics. Fees. Managers. Literature. Equity. Prospectus. Fact Sheet. Financial and Legal Documents. Data Download. BSPIX. iShares S&P 500 Index Fund. How To Buy. NAV as of Mar 21, 2024 $615.91. 52 WK: 463.08 - 615.91. 1 Day NAV Change as of Mar 21, 2024 2.00 (0.33%)
Mar 11, 2024 · Top S&P 500 index funds in 2024. Fund (ticker) 5-year annual returns. Expense ratio. Minimum investment. Source: Morningstar, as of March 11, 2024. Fidelity ZERO Large Cap Index (FNILX) 15.3%. 0%.
Mar 1, 2024 · While most S&P index funds will have similar holdings, they may vary in terms of their fees, such as expense ratios. Expense ratios are annual fees you pay to help cover a fund’s...
- Alana Benson
- Lowest Cost S&P 500 Index Fund: Fidelity 500 Index Fund
- Lowest Cost Runner Up: Schwab S&P 500 Index Fund
- Lowest Cost Runner Up: Vanguard 500 Index Fund Admiral Shares
- Lowest Cost Runner Up: State Street S&P 500 Index Fund Class N
- Most Liquid S&P 500 Index Fund: SPDR S&P 500 ETF
FXAIX is a mutual fund. Because index-tracking funds will follow the performance of the index, one of, if not the, biggest determinant of long-term returns is how much it charges in fees. 1. Expense Ratio:0.015% 2. 2022 Return: -18.13% 3. Yield: 1.33% 4. Assets Under Management (AUM):$373.8 billion 5. Minimum Investment:$0 6. Inception Date:Feb. 17...
Schwab's S&P 500 index fund seeks to track the total return of the S&P 500 Index. The fund generally invests at least 80% of its net assets(including, for this purpose, any borrowings for investment purposes) in these stocks. The actual percentage is typically considerably higher. It generally will seek to replicate the performance of the index by ...
Vanguard was the original index fund and still has the largest assets under management, with over $792.6 billion in its Vanguard 500 Index Fund Admiral Shares, as of Jan. 31, 2023. The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund employs an indexing inves...
Also in the running is State Street's offering, which also closely tracks the S&P 500 Index. This fund, however, requires a minimum investmentof $10,000. 1. Expense Ratio: 0.16% (net) 2. 2021 Return: 28.54% (most recent available) 3. Yield: 1.76% 4. AUM: $1.3 billion 5. Minimum Investment:$10,000 6. Inception Date: Dec. 30, 1992 7. Issuing Company:...
SPY is an ETF, not a mutual fund, and it's not even the lowest-cost S&P 500 ETF. It is, however, the most liquid S&P 500 fund. Liquidityindicates how easy it will be to trade an ETF, with higher liquidity generally meaning lower trading costs. Trading costs are not a big concern to people who want to hold ETFs long-term, but if you’re interested in...
Type: Mutual Funds Symbol: SWPPX Total Expense Ratio: 0.020% Summary. Objective. The fund’s goal is to track the total return of the S&P 500® Index. Highlights. A straightforward, low-cost fund with no investment minimum. The Fund can serve as part of the core of a diversified portfolio.
Mar 5, 2024 · Our selection of the best S&P 500 index funds for 2024 all have a 10-year annualized tracking error of 0.25% or less, a net expense ratio under 0.2%, at least $1 billion in total...