![]() To help support our reporting work, and to continue our ability to provide this content for free to our readers, we receive compensation from the companies that advertise on the Forbes Advisor site. The Forbes Advisor editorial team is independent and objective. To learn more about our rating and review methodology and editorial process, check out our guide on How Forbes Advisor Rates Investing Products. While there was some variance among the funds that made our list, they all fell within a narrow range. Whether it will outperform the other funds in our list over the long-term is still unknown given is short tenure.įinally, we considered a fund’s minimum investment and most recent 12-month yield. It’s the first fund we’ve found that doesn’t charge an expense ratio. We also included Fidelity’s ZERO fund, which uses a proprietary Fidelity index. In our view, each of these is a reasonable approach to capturing the U.S. Total Market Index or the CRSP US Total Market Index. With one exception, the funds in our list track the Russell 3000 Index, the Dow Jones U.S. ![]() As such, they can’t fairly be described as total market funds. While the performance of these funds is highly correlated with total market funds, they exclude small and mid-cap stocks. We excluded those funds that didn’t track the majority of U.S. We considered how each fund sought to mirror the total stock market in the U.S. But above and beyond fees, there are several factors we considered in making our selections. Ultimately, the most important factor is fees: The lower the fees, the higher the returns, at least for the most part. You’ve been told they are all unique, but they sure do look a lot alike. Comparing total stock market index funds can be like trying to distinguish between snowflakes.
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