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The 4 Best S&P 500 Index Funds


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 10 months ago '18        #1
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niruggg 
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The 4 Best S&P 500 Index Funds
 

 
T. Rowe Price Equity Index 500 Fund
Fidelity 500 Index Fund
Schwab S&P 500 Index Fund
Vanguard 500 Index Fund Investor Shares


BY STEVEN NICKOLAS Updated Feb 22, 2019



The Standard & Poor's 500 Index (S&P 500) is an index of 500 of the largest U.S. companies, listed on the New York Stock Exchange or NASDAQ, selected by the Standard & Poor's Index Committee based on market capitalization. The S&P 500 Index is a widely recognized barometer of the U.S. equity market. S&P 500 Index funds allow investors to establish a core allocation in large-cap U.S. equities, which have been advised by one of the most iconic American investors, Warren Buffet, also known as the Oracle of Omaha. S&P 500 Index funds seek to replicate the performance of the benchmark index by investing in S&P 500 constituents with similar weights. These funds employ a passive or indexing investment strategy and invest all or a substantial amount of their total net a*sets in common stocks included in the benchmark index. All fund data below is as of Feb. 6, 2019, according to Morningstar.


Vanguard 500 Index Fund Investor Shares
The Vanguard 500 Index Fund Investor Shares seeks to provide investment results corresponding to the price and yield performance of the S&P 500 Index, its benchmark index, with a high degree of positive correlation. VFINX was issued by Vanguard on Aug. 31, 1976. The fund has generated a 13.87% total return over a three-year period. VFINX is managed by the Vanguard Equity Investment Group and charges an annual expense ratio of 0.14%, which is significantly lower than the average expense ratio of mutual funds with similar holdings.


To achieve its investment objective, VFINX implements an indexing strategy and invests nearly all of its total a*sets in stocks included in the S&P 500 Index, with approximately the same proportions as the weightings in the index.


The Vanguard 500 Index Fund has total net a*sets of $434.47 billion. Its trailing 12-month yield was 1.8%. The fund's beta (three-year monthly) was 1.00.

The fund has a three-year Sharpe ratio of 1.11; and standard deviation in line with that of the underlying benchmark at of 11.18%.

Like most S&P 500 Index funds, VFINX is best suited for long-term investors with a moderate to high degree of risk tolerance seeking exposure to the U.S. large-cap equities market. Since VFINX has a minuscule tracking error and a low expense ratio, it is an attractive core holding for an equity portfolio.

Schwab S&P 500 Index Fund
The Schwab S&P 500 Index Fund was issued on May 19, 1997, by The Charles Schwab Corporation. SWPPX is advised and managed by Charles Schwab Investment Management, Inc., and charges an expense ratio of 0.02%.

SWPPX is a mutual fund that seeks to provide investment results corresponding to the total return of the S&P 500 Index. To achieve its investment goal, SWPPX typically invests at least 80% of its total net a*sets in stocks comprising the S&P 500 Index. Additionally, SWPPX generally gives the same weights to these stocks as the index.

The SWPPX has $34.91 billion under management and a portfolio turnover of 2%. SWPPX had a beta of 1.0; an alpha of -0.07; a Sharpe ratio of 1.12; and a standard deviation of 11.16.

Fidelity 500 Index Fund
Issued on Feb. 17, 1988, by Fidelity, the Fidelity 500 Index Fund provides low-cost exposure to the U.S. large-cap equities market. FXAIX charges an annual net expense ratio of 0.02%.

Since its inception, the fund has generated 14.98% in annual average returns. To track the underlying index, FXAIX invests at least 80%, under normal market conditions, of its total net a*sets in common stocks comprising the index. FXAIX has historically tracked the index with a small degree of tracking error.

FXAIX serves as an alternative to VFINX and SWPPX and is one of the top funds that offers exposure to a basket of common stocks included in the S&P 500 Index. FXAIX may serve as a core holding in a portfolio of U.S. equities.

T. Rowe Price Equity Index 500 Fund
The T. Rowe Price Equity Index 500 Fund (PREIX) was launched on March 30, 1990, and has since delivered a five-year average annual return of 10.7%. The PREIX charges a net expense ratio of 0.23%. Tracking the S&P 500, the fund aims to match the investment return of large-capitalization U.S. stocks by seeking to match the performance of its benchmark index

Based on trailing 10-year statistics, PREIX has a Sharpe ratio of 1.06 and a standard deviation, or volatility, of 13.43%.

The PREIX has total net a*sets of $25.55 billion. It may be best suited for investors seeking to gain exposure to U.S. large-cap equities market.

Investing in Index Funds
Investing in Index Funds can be a great durable investment and also a great way to easily diversify a portfolio. While the stock market has its highs and lows, the long-term trend for the S&P 500 index is overwhelmingly positive. This gives an opportunity for a low-risk investment opportunity.

To invest in an index like one of the four mentioned above, you will need to create an investment account through one of the many brokerages. With such a variety of features and pricing among these brokers, it can be hard to choose one.
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12 comments
 

 10 months ago '06        #2
chrisf249 
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Thanks man. I have couple grand in 1 fund but I plan on making another onw
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 10 months ago '13        #3
Afr0Centric 
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No VOO?
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 3 months ago '04        #4
akeem923 
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bumping up. Aside from @, do anyone else invest in index funds? I am looking at it for 2020. What would be a good amount to put in one?

 3 months ago '05        #5
pnoi89 
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 akeem923 said
bumping up. Aside from @, do anyone else invest in index funds? I am looking at it for 2020. What would be a good amount to put in one?
I invest in index funds.

A good amount to consider and gauge yourself is a percentage of your overall income.

First, first, first, are all bad debts paid? Student loans, car notes (unless you have a low interest rate), credit cards revolving debt, etc.?

Back to index funds, investing in general depends on how quickly you want to retire. A quick way to gauge how much you need will be to multiply the income you think you need to sustain your lifestyle by 25. That’s it. You will find out that if you want to retire QUICKER than 25-30 years from now, you need at least HALF of your income invested overall. Want it to be even quicker? You need to have nearly ALL your income invested overall. There are rules of thumbs I gotta dig up if you want to know more detail on this.
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 3 months ago '11        #6
eliwood 
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 akeem923 said
bumping up. Aside from @, do anyone else invest in index funds? I am looking at it for 2020. What would be a good amount to put in one?
My IRA is Vanguard indices

HSA fidelity indices

Both performing well
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 2 months ago '18        #7
niruggg  OP
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 Afr0Centric said
No VOO?
u right

 2 months ago '04        #8
akeem923 
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Props total: 2062 2 K  Slaps total: 293 293
sup fellas, I just set up a Vanguard account and invested in

VTSAX - Total stock market index fund
VGSLX - Real estate index fund

both have performed well year to date.
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 2 months ago '10        #9
eightytyson06 
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After I stack up some bread after buying this house smh imma open an IRA with the following

BND
VTI(vtsax)
VXUS
BNDX
And a reit


Last edited by eightytyson06; 12-15-2019 at 02:30 AM..
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 2 months ago '06        #10
younghova2k3 
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This is what I'm fu*king with right now

I'm gon look into these new joints got 1800$ for my next purchase


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 2 months ago '10        #11
eightytyson06 
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Props total: 14640 14 K  Slaps total: 1123 1 K
 akeem923 said
sup fellas, I just set up a Vanguard account and invested in

VTSAX - Total stock market index fund
VGSLX - Real estate index fund

both have performed well year to date.
How many shares of that reit and is that an admiral fund or regular etf and how are the dividends

 1 month ago '04        #12
akeem923 
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Props total: 2062 2 K  Slaps total: 293 293
 eightytyson06 said
How many shares of that reit and is that an admiral fund or regular etf and how are the dividends
I got both as an Admiral fund so a minimum of 3000 dollars each.

 1 month ago '07        #13
killa55  topics gone triple plat - Number 1 spot x1
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Props total: 351 351  Slaps total: 5 5
how are yall looking at Index funds when it comes to a*set allocation?



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