UPDATE: As of August 1, 2018, Fidelity no longer has different levels of S&P 500 Index funds.Across all Fidelity index funds, they now offer the single lowest-cost share class to all investors regardless of investment size. In this video, I look at 4 good index funds that are low cost and well-diversified. Perhaps their miniscule fee of 0.03% is here reflected. Charles Schwab â¦ Charles Schwab has a lot of low cost investing options. Fund details, performance, holdings, distributions and related documents for SWPPX Schwab S&P 500 Index Fund. 3-Month 1.05% 5.24%. Trailing Returns (%) Vs. Benchmarks. It appears that the performance of VFIAX vs SWPPX and VTSAX vs SWTSX are almost identical, however, the Tax Cost Ratio on both of Schwab's indexes is higher. I have used market watch fund comparison page to compare VTSMX and SWTSX and also to compare VFINX and SWPPX with the clear, if small advantage, consistently going to Schwab. 5 â¦ 3-Year 9.91% 10.90%. SWTSX 0.03%: VTSAX 0.04% $5M Investment SWTSX 0.03%: VITSX 0.03% S&P 500® Index: Schwab® S&P 500 Index Fund: Vanguard 500 Index Fund: $3K Investment SWPPX 0.02%: VFIAX 0.04% $5M Investment SWPPX 0.02%: VINIX 0.035% 4: Large-Cap Core: Schwab 1000 Index® Fund calculated by regressing a portfolioâs excess returns vs. Treasury bills (a relatively risk-free investment) to a market indexâs excess returns vs. Treasury bills. R-SquaredâReflects the percentage of a portfolioâs movements that are explained by movements in an index. YTD 2.97% 11.40%. See Schwab® S&P 500 Index Fund (SWPPX) mutual fund ratings from all the top fund analysts in one place. This article was updated on Feb. 7, 2017 and originally published Jun 22, 2016. johnN. Why would this be? Highlights. A straightforward, low-cost fund with no investment minimum; Therefore, the Premium class above no longer exists and is now known as Fidelity 500 Index Fund (FXAIX), the expense ratio is .015%, the lowest of all companies Iâm aware of. Summary Objective. Hi @_Mona, think has to do w/ cost and your personal perference. 1-Month-2.12% 11.08%. A total stock market index fund is a mutual fund or exchange traded fund (ETF) that tracks an equity index such as the Russell 3000 Index, the S&P 500, or â¦ Comments. The fundâs goal is to track the total return of the entire U.S. stock market, as measured by the Dow Jones U.S. Total Stock Market Index SM. Type: Mutual Funds Symbol: SWTSX Net Expense Ratio: 0.030%. Return SWTSX Category. Mona . 1-Year 9.94% 14.42%. For a quick and dirty primer on index funds, click here. March 13 edited March 13.
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