Fxaix vs fzrox

Investing in the Fidelity 500 Index Fund ( MUTF: FXAIX) is like buying the S&P 500 Index ( SP500) and earning dividends as well as making capital gains over the long term. For investors not in the ...

FXAIX vs. FSKAX - Performance Comparison. In the year-to-date period, FXAIX achieves a 11.90% return, which is significantly higher than FSKAX's 11.09% return. Over the past 10 years, FXAIX has outperformed FSKAX with an annualized return of 12.98%, while FSKAX has yielded a comparatively lower 12.28% annualized return.Aug 12, 2021 · They hinder growth. Especially at you’re age. I’m 35 and my spread is 60% FZROX, 20% FREL, and 20% FDVV. But yes I do think you’ve got a good set up there. JayCee S: I was also thinking of using a combination of zero large cap and the zero extended market index funds but I don’t know if it’s better just to do FZROX to keep things simple.The difference between the two ETFs' average dividend yields for the past twelve months is about 0.08%, with FXAIX leading with an average yield of 1.36, while …Fidelity ZERO Total Market Index Fund (FZROX) vs Fidelity 500 Index Fund (FXAIX). Which one is the best? In this video, Anna will compare these two Fidelity ...Trade Ideas. FZROX vs. VTI: Does Fidelity's 0% Fee Total Market Fund Beat Vanguard? Fidelity's total stock market mutual fund with a 0% expense ratio has …Posted by u/elverangelol - 2 votes and 2 comments

FXAIX (s&p500) is good, but total US market (FSKAX) is even more diverse. One benefit of the Roth IRA is that you can exchange your investments without tax consequences, so you can get more diversity for free here. ... Switch it to 100% FZROX instead. More diversity (more stocks in the fund) and a 0% expense ratio. Note that Fidelity "ZERO ...FXAIX has lower expenses than VFIAX: 0.04% vs 0.02%. If you were to put $10,000 into VFIAX, you'd be paying Vanguard $4 every year as an annual fee. The minimum initial investment required for VFIAX is $3,000. This means if you have less than this amount, you won't be able to invest in the Vanguard 500 Index Fund Admiral Shares.FXAIX is just an all around great large cap blend fund to have. The reason we also use FZROX is because it has some mid and small cap stocks that the other two don't have. So if you wanted to get rid of one of the last two, you certainly could just because they perform very similarly.Robinhood currently offers a 1% match if you transfer your 401k or IRA (e.g., $1000 for $100,000, $5000 for $500,000) with a 5 year lock up. This is why limiting portability matters so much for brokerages. FZROX saves you 0.03% over VTI. That's $30 per year on $100,000.ALX Oncology Holdings (NASDAQ:ALXO) receives Fast Track designation from the U.S. Food and Drug Administration (FDA) for its lead asset Evorpacept... ALX Oncology Holdings (NASDAQ:...Hello. I am relatively new to investing and looking to really get into it in 2024. Its super overwhelming for a newbie, but I know its better to jump in vs. just waste time. I opened a brokerage account w/ Fidelity and started purchasing FXAIX as it sounded like a solid choice w/ minimal differenced w/ VOO from my research.

Please consider that before this can occur, shares need to be fully settled. If you bought shares of the Fidelity Zero Total Market Index Fund (FZROX) today, you will need to wait 1 business day for settlement before they can be moved. You can find the exact settlement date of the shares on your account history page.FZROX vs. FXAIX - Expense Ratio Comparison. FZROX has a 0.00% expense ratio, which is lower than FXAIX's 0.02% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%. FXAIX.BoxerRumbleEJ257. • 9 mo. ago. FZROX is a proprietary total market fund, FXAIX is S&P500, and FIOFX is a target date fund which covers US and ex-US equities as well as US bonds (with a glide path built-in to decrease equity / increase bond exposure as the date in the fund name approaches and passes). What are you looking for in terms of asset ...We can look at their performance over the last 3 years and confirm this. FNILX vs FZROK. The performance difference between these two funds since their inception is about 0.4% - less than 0.1% difference per year! These funds are still new. Three years isn't much time to compare. More time will be needed to see how they track long-term.FZROX & FSKAX are US total market style, FNILX and FXAIX are S&P 500 or "essentially S&P 500." Use only 1 year or YTD view for the Zero funds to get a fair comparison. Look at the other 2 funds in the 10 year view. In the 10 year view you'll notice that early on that US total market was doing better than S&P 500 only.When comparing the Fidelity 500 Index Fund (FXAIX) and the Schwab S&P 500 Index Fund (SWPPX), it’s generally accepted that there is a no winner. Both funds provide investors with access to a diverse portfolio of the 500 largest U.S companies. The only time it makes sense to be critical is if you’re investing with Fidelity.

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Both FXAIX and VTSAX offer low expense ratios and are suitable for long-term investors. However, there are some key differences to consider when deciding which fund is right for you. FXAIX is cheaper, with an expense ratio of 0.015%, versus VTSAX 0.04% for VTSAX. There is a $3,000 minimum investment for each Vanguard fund, including VTSAX ...I'm thinking of doing most my investment into FXAIX and some investment into VOO for the convenience of a stable index hold I can keep or trade for cash during a market day if need be. A big part of me doesn't understand why fxaix can't be an ETF, when Fidelity also runs a FTEC tech index ETF that can mimic VGT. Add a Comment.Ok. You are right. FZROX vs FSKAX vs FXAIX is 17,492 vs 17,364 vs 18,023 (3 yrs ending 11/30/23). Maybe we should buy FXAIX. Reply reply More replies More replies More replies. ... In 3 yrs, FXAIX grew to 13,217 while FZROX grew to 12,749. Reply replyDifferences between FXAIX vs FSKAX. The biggest difference between FXAIX and FSKAX is the market cap exposure of the funds. FXAIX tracks the S&P 500 index which includes mostly large-caps and some mid-caps, while FSKAX covers much more of the market by including more mid-caps and small-caps. Geographic ExposureHere are six of the best Fidelity mutual funds to buy and hold in 2024: Fidelity Fund. Expense Ratio. Fidelity ZERO Total Market Index Fund ( FZROX) 0.0%. Fidelity ZERO International Index Fund ...Jan 26, 2023 · FXAIX has lower expenses than VFIAX: 0.04% vs 0.02%. If you were to put $10,000 into VFIAX, you’d be paying Vanguard $4 every year as an annual fee. The minimum initial investment required for VFIAX is $3,000. This means if you have less than this amount, you won’t be able to invest in the Vanguard 500 Index Fund Admiral Shares.

FSKAX has about 3,500 holdings and FZROX has about 2,000, so you’re missing out on holding certain companies in the zero fee one. But overall they should perform nearly identical. FZROX is a loss leader. It isn't available to everyone. You can not get it in a solo 401k, for example. Or in a non fidelity account.ETFs are generally more tax efficient than mutual funds when used in a taxable account. The exception is Vanguard's mutual funds which use a patented arbitrage system to get the same tax efficiency as their ETFs. I hold VOO, VTI, BND, and BSV in …FSKAX vs FZROX is essentially: Is it worth paying 0.015% long term for a bit more on small caps. If large/mid cap outperforms small cap in our lifetime, then FZROX will be 'slightly ahead'. If small cap outperforms large/mid cap in our lifetime, then FSKAX might be 'slightly ahead' even after the 0.015% fee.FZROX invests in all publicly traded stocks based on their market capitalization, while FNILX focuses on large-cap stocks and excludes mid and small-cap companies. Let’s take a look at their performance. The average return of FZROX for the last five years was 10.15% compared to FNILX’s 10.58%. Both funds maintained their 10% annualized ...FZROX is the way to go. Broad market, 0 fees. Small caps outperform large caps in the long term, so as a 22 year old you shouldn't miss out by only buying the S&P 500. In a Roth, you can swap without any tax considerations. Add some FZILX too.I've compared FSKAX vs FZROX and liked the earlier one better. The 3rd is 0.03 vs 0.45 respectively but with better return on the later. ... One other note, unpopular opinion is to split FXAIX / FSMAX 80/20 over FSKAX due to the weight ratio of the funds. I personally ran FSKAX for a while but wanted a more true total market by holdings and ...FXAIX has lower expenses than VFIAX: 0.04% vs 0.02%. If you were to put $10,000 into VFIAX, you’d be paying Vanguard $4 every year as an annual fee. The minimum initial investment required for VFIAX is $3,000. This means if you have less than this amount, you won’t be able to invest in the Vanguard 500 Index Fund Admiral Shares.I'm thinking of doing most my investment into FXAIX and some investment into VOO for the convenience of a stable index hold I can keep or trade for cash during a market day if need be. A big part of me doesn't understand why fxaix can't be an ETF, when Fidelity also runs a FTEC tech index ETF that can mimic VGT. Add a Comment.FXAIX is just an all around great large cap blend fund to have. The reason we also use FZROX is because it has some mid and small cap stocks that the other two don't have. So if you wanted to get rid of one of the last two, you certainly could just …FXAIX tracks the S&P 500 which is essentially the 500 largest US stocks by market cap weight. All of its holdings are already in FSKAX and FZROX. FSKAX and FZROX track the total US Stock Market. FSKAX has more stocks so it has better coverage of the entire US market. FZROX uses more sampling so it holds fewer stocks, but it has a 0% expense ratio.Roth IRA: FXAIX vs FDKLX. Retirement. Spoke to fidelity and they recommend the Fidelity Freedom Index 2060 fund for my Roth IRA. However, I see there is a Fidelity 500 Index Fund with a better Morningstar rating, lower expense ratio and higher performance.Plus that fund's ER will detract it's performance over the long-term and it won't be nearly as tax efficient. Just last September, FBGRX passed on a cap gain distribution to the tune of 4% NAV. The last cap gains distribution from FZROX was all of 0.06%. ITOT in a non-tax advantaged account is better than FZROX, IMO.

FZROX vs. FNILX - Expense Ratio Comparison. FZROX has a 0.00% expense ratio, which is lower than FNILX's 0.00% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%. FZROX.

Can't find much info out there for FZROX tax efficiency maybe it's too new. It may be splitting hairs but I still want to make the best choice initially for what will hopefully be a sizable account in the future where small differences could be consequential. 2) Total INT: 0% ER with FZILX vs 0.09% ER with VXUS.Total Market like FSKAX (or FZROX, or VTI) and total International like FTIHX (or FZILX, or VXUS). Bonds with FXNAX (or BND) is reasonable too. Some folks start with zero bonds, having some bonds in your allocation is reasonable, and having just 10% bonds reduces volatility more than it reduces returns. What is preferred between FXAIX vs. FSKAX?The lifetime returns for FXAIX are about 3% higher than FNILX (10.10% vs. 7.09%). One reason for this is that FXAIX has been around for a few decades while FNILX is only four years old. However, it should be pointed out that even when you consider 2022 alone, FXAIX has outperformed FNILX by over 1.5% (-15.49% vs. -17.10%).VTI vs FZROX in taxable. Obviously the difference between the two is small enough that I wouldn't take the tax hit on anything I already own but what I'm thinking: -FZROX has the zero expense ratio but VTI is pretty cheap regardless. -VTI owns more stocks. -VTI pays dividends more often but this could be a disadvantage if you don't need the ...FXAIX has consistently outperformed the majority of actively managed funds and has delivered strong returns for its investors. In the last 10 years, FXAIX had an average annual return of 12.24%. Investor’s Favorite. FXAIX is a popular choice for retirement accounts, such as 401 (k)s, due to its low expense ratio and consistent performance.Personally I have both IVV and FNILX. I kind of like seeing the IVV get priced live so I can calculate in my head the FNILX change too. 1. Award. I'm using Fidelity's Roth ira and I've seen that FNILX has zero fees than VOO's 0.03% fee. However VOO's dividend payout seems higher than FNILX at….Roth IRA: FXAIX vs FDKLX. Retirement. Spoke to fidelity and they recommend the Fidelity Freedom Index 2060 fund for my Roth IRA. However, I see there is a Fidelity 500 Index Fund with a better Morningstar rating, lower expense ratio and higher performance.Investing in the Fidelity 500 Index Fund ( MUTF: FXAIX) is like buying the S&P 500 Index ( SP500) and earning dividends as well as making capital gains over the long term. For investors not in the ...Bone-marrow is a soft, fatty tissue found inside of bones that produces blood cells (red blood cells, white blood cells, and platelets). Red blood cells carry oxygen throughout the...If you're having trouble choosing between FSKAX vs. FZROX, here's how to know the similarities and differences between the two index funds. FSKAX, being a total stock market index fund, includes both large-cap and small-cap stocks, providing comprehensive market coverage.

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Looking at the top 10 holdings between FXAIX and FNILX, we can see they are very similar. Both hold the exact same stocks as their top holdings, and those top 10 holdings account for roughly 30% of both funds. The difference is marginal, with the top 10 stocks comprising 30.76% of FXAIX and only 30.05% of FNILX. Minimum Investment – TieFZROX vs. FXAIX - Expense Ratio Comparison. FZROX has a 0.00% expense ratio, which is lower than FXAIX's 0.02% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%. FXAIX.The $7.5k FXAIX position would be the first to sell if you need it. Say you have a 10% gain of $750, then you pay taxes (assume 25% if regular income, 15% if long term capital gains) of either $187 or $112. It’s not a crazy amount, but less than ideal.However, the Vanguard fund is slightly bigger than the Fidelity fund ( 45.4 billion and 37.21 billion ). The expense ratio of FBALX is 0.51%, while VBIAX's expense ratio is only 0.07%. For context, If you had invested $10,000 in FBALX, the yearly fee would be $51. VBIAX's minimum investment is $2,5000, whereas you can invest any amount with ...What's the difference between FZROX and FSKAX? Which one is better? If you're unsure which Fidelity Total Stock Market Index Fund to choose from, I've got yo...Analysts have been eager to weigh in on the Consumer Goods sector with new ratings on Campbell Soup (CPB – Research Report), Casey’s Gene... Analysts have been eager to weigh...FXAIX owns stocks which are more volatile than cash or bonds. While the returns are higher than cash or bonds, investors need to be prepared to stomach volatility and be able to hold for the longer-term. FXAIX was down nearly 50% during the tech crash and down over 55% during the global financial crisis from 2007-2009!How to Find Overlap in your Fidelity Portfolio. First, log in to your Fidelity account and prepare a list of existing ETFs in your portfolio. Use the Fund Overlap tool from the ETF Research Center to check for overlapping ETFs in your account. To find the overlap, compare the weightings of each ETF to see where they differ.The $7.5k FXAIX position would be the first to sell if you need it. Say you have a 10% gain of $750, then you pay taxes (assume 25% if regular income, 15% if long term capital gains) of either $187 or $112. It’s not a crazy amount, but less than ideal.FZROX: Fidelity ZERO Total Market Index Fund (ER 0%) FSPGX: Fidelity Large Cap Growth Index Fund (ER 0.035%) FSKAX: Fidelity Total Market Index Fund (ER 0.015%) The only really significance is that FSPGX tilts strongly to large-cap growth (51% according to Morningstar). There's no practical difference between the other two.Fidelity's equivalent to VOO is the Fidelity 500 Index Fund (FXAIX). FXAIX is a mutual fund that tracks the S&P 500 index, just like VOO. It has the same holdings, performance, dividends, and risk profile as VOO. It also has a slightly lower expense ratio of 0.015%, compared to VOO's 0.03%. ….

FXAIX vs. VTSAX Expense Ratio Comparison. FXAIX - 0.015%. VTSAX - 0.04%. FXAIX has a slightly lower expense ratio than VTSAX, 0.015% compared to 0.04%. To an inexperienced investor, this may appear negligible, but the difference can compound into substantial sums over a long investment horizon. Either way, these expense ratios are much lower ...Compare the key characteristics, performance, dividend yield, expense ratio and holdings of FXAIX and FZROX, two mutual funds that track the S&P 500 Index. Learn the advantages and disadvantages of mutual funds vs. ETFs and use the ETF comparison tool to search for more funds.Net assets. 512.39B USD. Yield. 1.38%. Front load. -. Inception date. May 4, 2011. Get the latest Fidelity 500 Index Fund (FXAIX) real-time quote, historical performance, charts, and other ...Personally I have both IVV and FNILX. I kind of like seeing the IVV get priced live so I can calculate in my head the FNILX change too. 1. Award. I'm using Fidelity's Roth ira and I've seen that FNILX has zero fees than VOO's 0.03% fee. However VOO's dividend payout seems higher than FNILX at….FXAIX hasn't had a capital gains event in more than 4 years. Dividends are nearly identical between Fidelity and Vanguard, so tax efficiency is nearly identical between FXAIX (not ETF) and VOO (ETF). One slight difference is FXAIX has a lower expense ratio than VOO, but the difference is too small to have a notable impact -- 0.015% vs 0.03%Hello. I am relatively new to investing and looking to really get into it in 2024. Its super overwhelming for a newbie, but I know its better to jump in vs. just waste time. I opened a brokerage account w/ Fidelity and started purchasing FXAIX as it sounded like a solid choice w/ minimal differenced w/ VOO from my research.However, the Vanguard fund is slightly bigger than the Fidelity fund ( 45.4 billion and 37.21 billion ). The expense ratio of FBALX is 0.51%, while VBIAX's expense ratio is only 0.07%. For context, If you had invested $10,000 in FBALX, the yearly fee would be $51. VBIAX's minimum investment is $2,5000, whereas you can invest any amount with ...FZROX currently trades at $14.06 per share while VTI and VOO trade at $202.46 and $354.20 respectively. Clearly, you can buy more shares of FZROX. Moreover, FZROX has no minimums and has 0% ER, so it would be completely irrational to not buy FZROX over VTI.FZROX vs FXAIX - How Do They Differ From Each Other? (Which Fidelity Fund Is For You?). In this comparison video I will talk about FZROX vs FXAIX.So, the mai...The $7.5k FXAIX position would be the first to sell if you need it. Say you have a 10% gain of $750, then you pay taxes (assume 25% if regular income, 15% if long term capital gains) of either $187 or $112. It’s not a crazy amount, but less than ideal. Fxaix vs fzrox, [2]FZROX - Zero Fund Total US Market Index, total gain/loss +$952 +4.43%, last price $15.81, average cost basis $15.14 [3]FZILX - Zero Fund International Index, total gain/loss -$675 -7.65%, last price $10.88, average cost basis $11.78 I would like to do FXAIX or FSKAX all the way, I think. I'm not connecting with this new advisor at all., 1.38%. Morningstar Rating. ★ ★ ★ ★ ★. Inception Date. May 04, 2011. Fund Summary. The fund normally invests at least 80% of assets in common stocks included in the S&P 500® Index, which ..., Why we chose it: Fidelity 500 Index Fund’s (FXAIX) low cost makes it one of the least expensive S&P 500 index funds. Originally launched in 1988, FXAIX is an S&P 500 index fund that currently manages around $380 billion in assets, a significantly higher amount than similar competitors., Is there any particular difference between the portfolios with FZROX and the three mentioned and Vanguard's VTSAX, VTIAX, VBTLX? Mostly just a tiny differences in number of holdings (should really only affect the lower end, generally so small they may not even be 0.001% of the fund's holdings) and expense ratios., A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. As always, this rating system is designed to be used as a first step in the fund evaluation process. A high rating alone is not sufficient basis upon which to make an investment ..., For anyone keeping score at home, a $10,000 initial investment with FNILX (Fidelity Zero SP500 equivalent) trails FXAIX (Fidelity SP500) by $2 and is $26 ahead of VOO (Vanguard SP500 ETF). The same investment with FZROX (Zero Total Market) is up $82 over FSKAX (Fidelity Total Market) and $101 up on VTI (Vanguard ETF)., Andrew L: Tax-friendly funds like VFIAX can be held anywhere with no problem. Dividend generating funds like VWENX are best held in an IRA, if possible. Brad S: If you are going to invest in actively managed funds, they are best held in retirement accounts. Index funds are more tax-efficient and can be held in retirement or after-tax accounts., FXAIX has consistently outperformed the majority of actively managed funds and has delivered strong returns for its investors. In the last 10 years, FXAIX had an average annual return of 12.24%. Investor's Favorite. FXAIX is a popular choice for retirement accounts, such as 401 (k)s, due to its low expense ratio and consistent performance., Invest 100% FXAIX since it tracks the SP500. Just set it and forget it even during market corrections until you retire. If your company offers a Roth 401K option, invest in a fund that mimics the S&P 500 and you really don't need a Roth IRA since a Roth 401K maxes out at $20,500 vs $6K for a Roth IRA., 1.38%. Morningstar Rating. ★ ★ ★ ★ ★. Inception Date. May 04, 2011. Fund Summary. The fund normally invests at least 80% of assets in common stocks included in the S&P 500® Index, which ..., Use FZROX, zero fee. Also, if you can accumulate $10,000 in the account for 1 week, start a premium money market fund FZDXX for higher return. Balance can go down to say $100, but all monies can be held there pending movement to SP500. Also, Fidelity will be changing FLCEX fund (SP500) to an ETF Nov 19, 2023. There are other enhanced …, Cliffslocal7 - hold the FXAIX and put your future purchases in FSKAX. If FXAIX, drops below zero at some point, you can sell it to capture the capital loss and buy FSKAX, and vice versa. They are excellent tax loss harvest partners. When your starting out, don't worry so much about this. The key is save and invest, buy and hold., Your money is always yours. In a retirement account (such as IRA), proprietary mutual funds, such as FZROX, is not a big deal to transfer to another broker as you can liquidate to cash (i.e., sell all shares) then transfer as cash. For taxable accounts, it's the same, but you just have to account for any capital gains/losses., FXAIX but I would go FZROX instead and sleep well at night. Unless this is in a work provided account or you are very very rich, FXAIX is actually able to be bought into unlike VIIIX due to $1 initial minimum needed for FXAIX vs $100 million minimum needed for the initial purchase into VIIIX., FXAIX - S&P500 FSKAX & FZROX - Total market funds (Fzrox has less holdings but it's free. It's also proprietary to fidelity so you cannot transfer it to another brokerage) Me personally, I just buy VT so I don't have to worry about the market cap weighting of US and international stocks., FXAIX owns stocks which are more volatile than cash or bonds. While the returns are higher than cash or bonds, investors need to be prepared to stomach volatility and be able to hold for the longer-term. FXAIX was down nearly 50% during the tech crash and down over 55% during the global financial crisis from 2007-2009!, Neglecting the deadline will result in a stiff penalty. By clicking "TRY IT", I agree to receive newsletters and promotions from Money and its partners. I agree to Money's Terms of..., Reply More replies More replies More replies More replies. plz1. •. FZROX = US total market index. FXAIX = S&P 500 index. They are different, where FZROX has more exposure to smaller company stocks, but they aren't drastically different. Think of FZROX as "FXAIX with way more included stocks in it". Reply. 11010001100101101., 2020 VTSAX: $1.3394 (2020 annual dividends)/$77.165 (mean [average] reinvest price = 1.73%. VTSAX is higher in 2020 because of some of the dividends reinvesting in March and June when the market was lower, but Nate79 made his point. The difference is pretty much due to when dividends are reinvested., The sanctions imposed on Russian officials by the US and Europe yesterday were milder than many expected, sparking a rally in Russian markets. Stocks surged and the ruble jumped ag..., FSKAX has about 3,500 holdings and FZROX has about 2,000, so you’re missing out on holding certain companies in the zero fee one. But overall they should perform nearly identical. FZROX is a loss leader. It isn't available to everyone. You can not get it in a solo 401k, for example. Or in a non fidelity account., FZROX tracks the total market index, not the S&P 500. FZROX includes your small and mid cap companies in addition to the large caps. As far as them losing money on it, I don't think that's the case. Share price continues to increase and many people (myself included) love the zero expense ratio. If you're going for just S&P 500 index, go with FXAIX., Don't know about FXAIX. Before I got into FNILX and FZROX, I researched those funds vs Vanguards's funds. An article I found that researches that topic (very limited dataset) found the funds were essentially the same, though Fidelity's funds won out by a tiny amount. I decided to go with Fidelity's funds and have been happy., FXAIX (s&p500) is good, but total US market (FSKAX) is even more diverse. One benefit of the Roth IRA is that you can exchange your investments without tax consequences, so you can get more diversity for free here. Adding international (FTIHX) increases diversity some more. The global market weight is about 60% US to 40% International., In the year-to-date period, FXAIX achieves a 11.90% return, which is significantly higher than FSKAX's 11.09% return. Over the past 10 years, FXAIX has outperformed FSKAX with an annualized return of 12.98%, while FSKAX has yielded a comparatively lower 12.28% annualized return. The chart below displays the growth of a $10,000 investment in ..., FZROX is a mutual fund from Fidelity that seeks to track the performance of the Fidelity U.S. Total Investable Market Index. SWTSX is a mutual fund from Charles Schwab that tracks the Dow Jones U.S. Total Stock Market Index. Their underlying indexes may be different, but their objectives are the same. Transaction Fees., FXAIX, VOO, and SPY all pay a quarterly dividend in the same range. FXAIX hasn't posted a capital gain distribution since 2019. ... Is putting in index fund vs etf just wasting money, or is it paying taxes along the way with a reduced final amount? Reply reply ... Correct for the Fidelity Zero funds only (like FZROX). Reply reply, FTEC vs. FZROX - Volatility Comparison. Fidelity MSCI Information Technology Index ETF (FTEC) has a higher volatility of 5.33% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 3.18%. This indicates that FTEC's price experiences larger fluctuations and is considered to be riskier than FZROX based on this measure., 0.015% vs. 0.75% is a big difference. ... FZROX is zero ER and more diversified than just the S&P500. For you, either is fine. Once you hit $100k, start learning about the 3 fund portfolio and build one from low cost index funds. Reply reply DeityOfYourChoice • I second this. ... I'm 100% in FXAIX with Fidelity, can't go wrong there ..., Obviously comparing FXAIX is the top 500 companies vs total market...wasn't sure if splitting investments between them is beneficial at all ... However, when you compare both funds over the last three years, the returns are very similar. But FZROX did have slightly better returns overall. Also, looking at my portfolio is does seem like most of ..., FXAIX is one of the best index funds to hold long term. I use FZROX, also, to add a little small and mid-cap stocks, but overall, FXAIX seems to perform a little better. I'd personally not invest a large amount of money in any fund at the moment if they are near their highest price of the past year. I watch and buy after a few down days, or ..., There’s so much overlap between FZROX and FXAIX that it’s not worth having both. FZILX is worth having because, even though the U.S market has outperformed international in recent years, this is not a guarantee long-term. 8. Award., Both will perform quite similarly considering the S&P 500 (FXAIX) and FZROX (total US stock index) have 99% correlation. This comparison is just like VFIAX (S&P 500) and VTSAX (total US stock index). You simply choose 1 or the other and focus on increasing your income and savings rate. Plus, consider saving cash along with investing in stocks ...