The iShares Core S&P 500 ETF (IVV) and Vanguard S&P 500 ETF (VOO) are the two most popular S&P 500 ETF alternatives, and each fund has more than $250 billion in assets. In addition to ETFs, the Vanguard 500 Index Investor Shares (VFINX), the Fidelity 500 Index Fund (FXAIX) and ...
Fidelity US Sustainability Index FundU.S.: Nasdaqmarket closed $ 26.17 FITLX -0.24 -0.91% Feb 3, 2025 Key Fund Data Net Assets $4.444B 52 Wk Range 22.15 - 27.44 52 Week Return 19.46% Yield 1.27% Net Expense Ratio 0.11% Turnover % 21% Category Large-Cap Core Portfolio Style Growth...
This iShares fund focuses on the smallest tranche of S&P stocks after the index provider divides the top 1,500 U.S. corporations into three segments: the 500 large companies making up the S&P 500, the next 400 making up the mid-cap S&P 400 index, and the remainder representing the small...
Leaning into those firms could also help diversify a portfolio’s equity sleeve. With the overall S&P 500 relying on just a handful of firms, adding smaller firms could mitigate a potential fall for those larger names. TheFidelity Fundamental Small-Mid CapETF(FFSMB) could offer one option ther...
joining iShares Core S&P 500 ETF (IVV) and State Street Global Advisors' S&P 500 SPDR (SPY). The Vanguard S&P 500 ETF (VOO) has $90 billion in assets. Fidelity's pre-existing S&P 500 index fund has roughly $4 billion in assets. Fidelity's existing total stock market index fund ha...
The S&P 500® Index is a registered service mark of The McGraw-Hill Companies, Inc., and has been licensed for use by Fidelity Distributors Corporation and its affiliates. It is an unmanaged market capitalization weighted index of 500 common stocks chosen for market size, liquidity, and indust...
如果你更喜欢主动管理基金,Smead Value、Oakmark Fund、Fidelity Value Strategies和BNY Mellon Dynamic Value都被证明是值得投资的低科技股含量、中大盘股基金。 行业基金 行业基金的表现也与大盘不同,这类基金本身就高风险,可以与标普500指数基金很好地组合。R2统计数据可以帮助您找到相关性较低的基金,但它应该只是一...
Fidelity Latin America Fund A 0.00% PEQBX $13.06 Putnam Focused International Equity Fund B +0.04% SPAU $262.03 S&P Pan Asia BMI Index +2.27% NQEMASIALCT $2,047.89 NASDAQ EM Asia Large Cap Index Total Return +3.75% JMPNZ $0.00
Fidelity Smart Money Key takeaways ETFs and index funds pool many investors' money to create large, professionally managed portfolios. Both fund types may help simplify investing, tend to keep expense ratios relatively low, and can help reduce risk through diversification. ETFs can be bought and ...
Healy, Beth