Year1st quarter2nd quarter3rd Quarter4th quarterCapital returnIncome returnTotal returnBenchmark 2025——— 2024———25.02% 2023———26.29% 2022———-18.11% 2021———28.71% 2020———18.40% 2019———31.49% 2018———-4.38% 2017———21.83% 2016...
5 Year99.23% Total Net Assets$562.187B Yield1.24% Net Expense Ratio0.04% Turnover %2% 52 Week Avg Return24.19% Lipper Leader YTD Lipper Ranking:Quintile 1 (19th percentile) 5Total Returns 5Consistent Return 5Preservation 5Tax Efficiency
2023, while the net expense ratio of the SPDR ETF is more than double at 0.0945% as of March 31, 2024.12The savings from lower fees (or expenses), relative to the average fund, improve your annual rate of return.
The investment seeks to track the performance of the Standard & Poor‘s 500 Index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark...
regional risk and currency risk. an investment in the fund could lose money over short or even long periods. you should expect the fund’s share price and total return to fluctuate within a wide range, like the fluctuations of the overall stock market. the fund’s performance could be hurt...
You’ll notice that there is virtually zero difference in performance between the three investments, over time. Below is a chart of the three over the past year. VOO overlaps VFIAX, VFINX, and even the S&P 500 index with nearly identical performance over time (the last 5 years in the char...