Fzrox vs fxaix

If you say the oldest company is 500 or even 1,000 years old, you would still be short by another 400+ years. These are the oldest companies in the world. When entrepreneurs start ...

The other choice is between VT and a 60/40 split between FZROX and FZILX. This would give me the benefit of having some diversification internationally as well, but I heard the expense ratio for VT is 0.07% while FZROX and FZILX are 0? I use the Zero funds but frankly the difference between 0.07% and 0% is meaningless.Long term, "small" is an expected compensated risk factor, so VTI/VTSAX (or FSKAX or FZROX) should probably be expected to outperform FXAIX. In taxable accounts for now, ETFs and some Vanguard mutual funds (including VTSAX) have an advantage over other mutual funds due to the way internal capital gains are handled. Edit: Removed extra letter.In the year-to-date period, FGRIX achieves a 12.76% return, which is significantly higher than FXAIX's 11.89% return. Over the past 10 years, FGRIX has underperformed FXAIX with an annualized return of 11.31%, while FXAIX has yielded a comparatively higher 12.96% annualized return. The chart below displays the growth of a $10,000 investment in ...FZROX vs FSKAX is a tougher question. I'd also be sure to include ex-US, such as FZILX or FTIHX. Reply reply fathergeuse • I have a question, on the Fidelity Target 2040 Fund it’s relatively even in regards to US market and international…would it be best to go FXAIX? ... FZROX is 2500+ companies vs 500 in FXAIX. Reply reply 4pooling ...FSKAX and FXAIX are two popular mutual funds offered by Fidelity. Learn the differences between the two and which might be best for you. ... providing comprehensive market coverage. On the other hand, FZROX is a zero expense ratio index fund, meaning it has no annual fees. Last year was particularly challenging for many investors. Recession ...Jan 18, 2023 · The biggest difference between FXAIX and FZROX 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 FZROX covers much more of the market by including more mid-caps and small-caps.The Fidelity ZERO Total Market Index Fund ( FZROX -0.32%), and funds like it, essentially invest in every single company listed on U.S. markets with only a few exceptions. In this case, the fund ...

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.Historical Performance: FXAIX vs FZROX. FXAIX was launched back in 1988, while FZROX was launched on August 2, 2018. Since then, FXAIX has outperformed by about a .75% annually. This is not a huge performance differential, but it does compound over time. The cumulative difference between the two funds since common inception is approximately 4.25%.It's effectively the same thing as VOO. (FYI, my Roth IRA at Fidelity is invested in FZROX + FZILX) 2. [deleted] • 10 mo. ago. One returns 13% the other 10% …. 1. From my research they are pretty much identical. FXAIX has a lower expense ratio, but VOO has higher dividend payout.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% …To summarize the calculation, FXAIX's 2018 capital gain distribution taxes functioned like an additional 12bp annual expense ratio for my hypothetical person. This 12bp is far greater than ITOT's 3bp annual expense ratio, or FXAIX's 1.5bps annual expense ratio. ... Winner: Too soon to tell for ITOT vs FZROX; even if we had plenty of history ...Since Fzrox is lot cheaper and could buy way more shares would I get more dividend or does it go by total cash that we have in the fund? And the difference paying it annually compared to quarterly would it make a difference on the total you receive? Like would getting the dividend annually make you the same as the quarterly.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%.Fzrox contains more than fxaix. But fskax contains more than fzrox. So if your goal is to pursue investments that are more diversified, fskax matches up closer to that theory. And fskax (and fxaix) have such low expense ratios that the zero expense nature of fzrox is so insignificant when making that choice.

The Fidelity equivalent of VOO is the Fidelity 500 Index Fund ( FXAIX ). FXAIX is passively managed—meaning it simply buys whatever stocks are included in the S&P 500 Index. With an expense ratio of just 0.02%, FXAIX will help investors save even more money from their investments. Top 10 holdings. If you are looking for an alternative to ...But there is no real difference compared to other low cost index funds. If you compare the performance of FZROX (Fidelity no fee total market index fund), FSKAX (Fidelity regular total market index fund) and VTSAX (Vanguard total market index fund), then FZROX has slightly outperformed the other two in the 4 years it has existed.FSKAX vs FXAIX — Overlap. As a market-cap-weighted index, the top 500 stocks in FSKAX make up a high percentage of the fund. FXAIX is also market-cap-weighted but has only 500 stocks. Therefore, there is a significant overlap between the funds. The top 500 stocks in FSKAX make up approximately 89% of the fund's weighted holdings.What Is the Fidelity Equivalent of VTI? FZROX is the Fidelity version of VTI and you can only buy it on the Fidelity platform. The fund tracks an index called Fidelity U.S. Total Investable Market Index. Similar to VTI, the portfolio of FZROX contains more than 2,900 stocks. TOP 10 HOLDINGS. You can use either of these funds to diversify your ...According to M*, FZROX has 2522 holdings compared to 3373 for FSKAX (.015 ER). FNILX (ZERO Large Cap) has 513 holdings and FZIPX (ZERO Extended Market) has 2009. Together, they are the exact composition of FZROX. The traditional funds are FXAIX (500 index, 505 holdings, .015 ER) and FSMAX (Extended Market index, 3086 holdings, .045 ER).

Cydy forum.

The Fidelity Select Software and IT Services Portfolio is more concentrated than its peer. The fund put more emphasis on software-based companies than FSPTX. The total portfolio of FSCSX is half of FSPTX's total holdings ( 80 and 159, respectively). The turnover rate of FSPTX is 76%, which is worrisome. This figure suggests that the fund is ...FXAIX also appears to track the S&P 500, and has an expense ratio of 0.015%. I'm thinking about this as I'm making more contributions to my Roth IRA. It seems the biggest difference (apart from the expense ratio) is that IVV is an ETF that can be sold at any time during trading hours, while FXAIX appears to be a mutual fund, that sells for the ...FTBFX vs. FXNAX: Key differences. FXNAX is cheaper than FTBFX in terms of cost. The expense ratio is 0.03% vs 0.45% respectively. You could save $42 (per $10,000 invested) by putting your money in FXNAX. FXNAX is managing a larger amount of assets than FTBFX ($55 billion vs. $14 billion).FZILX or FTIHX are great compliments to FZROX. Maybe a bond fund. Some would say you're too young to need them right now, others would say having at least some can be beneficial. 3. Award. I am 24 and I currently have a traditional 401k, Roth IRA (maxed out), HSA (maxed out) and a taxable investment account. My 401k is invested in a….

FXAIX vs. VO Dividend Yield. Both FXAIX and VO pay dividends to their shareholders from the earnings of their underlying stocks. The dividend yield is a measure of how much a company pays in dividends relative to its share price. As of 1/15/2024 the dividend yield of FXAIX is 1.69%, while the dividend yield of VO is 1.57%.Fund Size Comparison. Both FZROX and SPY have a similar number of assets under management. FZROX has 5.28 Billion in assets under management, while SPY has 271 Billion . Minafi categorizes both of these funds as large funds. Fund size is a good indication of how many other investors trust this fund.This approach allows SPRXX to capitalize on global economic trends while achieving a diversified portfolio. SPAXX, in contrast, limits its exposure to U.S. government securities and repurchase agreements. As a result, SPAXX's holdings exhibit a lower risk level, making the fund more resilient during volatile market conditions but could limit ...Get the latest Fidelity 500 Index Fund (FXAIX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions.Mine (FZROX) - $8586.56. My Wife's (FSKAX) - $8573.37. With a difference of only $13.19, I declare FZROX the winner over the last two years. However, with only a difference of 0.15% of the final value, I am hard-pressed to say that either one is actually better. P.S. Thank you, US stock market, for contributing just over $2000 to our future ...I think going FXAIX + mid + small + int. is better than FSKAX + int. because you just get more distributions, and the overall returns is slightly (not a huge amount, but still) better with FXAIX. The Morningstar ratings are also better. (Plus I've been invested in FXAIX for the better part of a decade - I've seen some great returns.)no, that portfolio doesnt really make sense. FZROX fully contains FXAIX, so there is no real good reason to hold both, just hold FZROX. something around 65/35 FZROX/FZILX makes sense. If you have FZROX and FZILX, you don't need FXAIX. But the first two are fine.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%FXAIX tracks the S&P 500 index, essentially the 500 largest US companies. FSKAX tracks the entire US stock market, which by definition already includes the 500 largest companies. So yes, holding both is redundant. They will perform similarly for the most part, since the largest companies make up about 80% of the total market (by market cap ...It's effectively the same thing as VOO. (FYI, my Roth IRA at Fidelity is invested in FZROX + FZILX) 2. [deleted] • 10 mo. ago. One returns 13% the other 10% …. 1. From my research they are pretty much identical. FXAIX has a lower expense ratio, but VOO has higher dividend payout.

FZROX vs. VTI Overview. FZROX does NOT have an expense ratio, while VTI charges 0.03%. FZROX is only investable on Fidelity. FZROX pays dividends annually, while VTI pays quarterly. FZROX is a mutual fund launched by Fidelity, recognized for delivering complete exposure to the U.S. stock market with a striking feature: the absence of an expense ...

FXAIX is a great fund to be in, but just like anything else, diversification is your key to lowering your investing risk. I would put it into several different low cost index funds to cover the entire market, not just the top 500 companies. Large Cap - FXAIX (S&P 500) - 0.015% expense ratio = $1.50 per year, per $10K value of the investment.My question is with regard to mutual funds. My employer retirement accounts thus far have been invested in FXAIX, though my Roth is in VFIAX. Does it make sense to exchange VFIAX for FXAIX? By comparison, the only real difference seems to be expense ratios at 0.04% vs 0.015% with Fidelity. Any information would be so helpful.May 12, 2023 ... Fidelity Flex 500 Index Fund (FDFIX) is a similar fund to FXAIX, with the difference that it manages a smaller-size portfolio of $3 billion and ...FXAIX is offered by more than half of the 401 (k) plans on Fidelity’s platform, according to the company, making it one of the most accessible Fidelity funds for retirement. It also happens to ...SCHD and any of the Fidelity Zero funds track different underlying indexes so they seek to accomplish different things. SCHD tracks around 100 stocks in the Dow Jones U.S. Dividend 100™ Index. It doesn't include any non-dividend payers. Any broad fund that tracks US large-caps like FNILX or FZROX mixes non-dividend payers and dividend payers.Changing rates do not make a meaningful difference in whether to hold individual bonds or bond funds. Your tolerance for interest rate risk does. The reason Jack Bogle had to keep repeating the words "stay the course" is because every time economic conditions changed, investors would question whether the standard timeless advice still applied.In a taxable brokerage account at Fidelity use stock index ETFs for better tax-efficiency. Either Vanguard Total Stock Market ETF (VTI) ER 0.03% or iShares Core S&P Total US Stock Market ETF (ITOT) ER 0.03% would be good. Good tax efficiency is more important than miniscule differences in expense ratios. My personal preference is regular mutual ...FZROX vs. VDIGX Expense Ratios. The expense ratio is a measure of how much an ETF charges its investors for managing the fund. It is expressed as a percentage of the fund’s assets per year. The expense ratio is one of the most important factors to consider when choosing an ETF because it directly affects your returns over time. The …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%).

Big y circular shelton ct.

1841 el camino ave.

FZROX is a great choice, it is the total US market. I use FXAIX (Fidelity 500 Index Fun) myself for my Roth IRA. Reply reply ... My Roth IRA, HSA, and general investing accounts are made up of 80% FZROX, 15% FZILX, and 5% FBTC (fidelity's bitcoin etf). All but the Bitcoin fund are fee free, and the btc one will only charge 0.25 which is among ...Find the latest Fidelity 500 Index (FXAIX) stock quote, history, news and other vital information to help you with your stock trading and investing.That's not a significant difference. VT is an ETF, hence more tax efficient than FZROX. VT also includes the total world market rather than just the US. FZROX is just US so you have higher risk. VTWAX or VT is 9000+ companies from 40+ countries cap weighted tracking FTSE Global All Cap Index so risk is slightly lower.joerover34. • 10 mo. ago. 35 years old. I am 65% FSKAX, 25% FTIHX, 10% SCHD. I am working on increasing ftihx to 30% and decreasing FSKAX to 60% allocation. FZROX would be cool if it had more holdings. If it’s in a taxable account it isnt transferable to another brokerage. FSKAX is 0.015% ER - that’s nothing.Use the Fund Comparison Tool, on MarketWatch, to compare mutual funds and ETFs.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 ...FXAIX also appears to track the S&P 500, and has an expense ratio of 0.015%. I'm thinking about this as I'm making more contributions to my Roth IRA. It seems the biggest difference (apart from the expense ratio) is that IVV is an ETF that can be sold at any time during trading hours, while FXAIX appears to be a mutual fund, that sells for the ...If large caps do well, then FZROX should outperform FSKAX/VTSAX. If small caps do better, then the other way around. Just a toss up in grand scheme of things. The other option is the '0.015%' fee which is FSKAX (which is all for practical purposes, zero fees too) if you want to move the mutual fund around. ….

Fund Size Comparison. Both FBALX and FXAIX have a similar number of assets under management. FBALX has 33.6 Billion in assets under management, while FXAIX has 224 Billion . Minafi categorizes both of these funds as large funds. Fund size is a good indication of how many other investors trust this fund.VT follows the FTSE Global All Cap Index and is run by Vanguard. VT is .01% cheaper ER. VT holds more stocks (9105 vs 1,664) so SPGM is more concentrated, which lowers diversification benefits a little, but in theory provides better returns when large cap stocks do better (which is true in the recent past).Total market (FZROX) VS FNILX & FZIPX. I understand that the FZROX is basically FNILX and FZIPX combined. I do not know why but would it be smarter to invest in FNILX and FZIPX rather than just FZROX? or does it not matter. Personally I like the large and small cap separate, because I like to invest more heavily in the small cap (because ...The "catch" is that they are loss leaders, intended to get people into the Fidelity ecosystem. I don't think that's true. The Zero funds use securities lending to make up for the lack of a fee, which is actually periodically profitable to Fidelity and ends up counting as an inverse fee — you can see that FZROX actually performs a couple of basis points better than FSKAX before fees, for ...Nov 14, 2023 · Both are considered top picks due to their broad market exposure. However, FSKAX tracks the total stock market, while FXAIX tracks the top 500 U.S. large-cap stocks. Key Characteristics of FSKAX and FXAIX. Both funds do not have a minimum investment. FSKAX tracks the total stock market. FXAIX tracks the S&P 500. Both funds have an expense ratio ...FZROX vs. VDIGX Expense Ratios. The expense ratio is a measure of how much an ETF charges its investors for managing the fund. It is expressed as a percentage of the fund’s assets per year. The expense ratio is one of the most important factors to consider when choosing an ETF because it directly affects your returns over time. The …Like, that is a standard part of the business. FSKAX collected $5MM from lending (which is 0.17 % of the $3B gain in NAV per the last annual report). FZROX collected $267K (0.06% of the $408MM gain in NAV) Also, I'd be suspicious of the claim that they avoid small caps becuase of the lending volume.You can go fzrox and fzilx 60/40 as well it's slightly less diversified than fskax and ftihx but has zero expense ratio. ... FXAIX is a good fund but it is only one part of a balanced fund. I would buy FXAIX but I would add to it an international portion and a bond portion. In short building something that looks like FDKLX. If you have the ...FXAIX is an index fund and FBGRX is an actively managed fund. If you look at the holdings of the blue-chip fund, it is heavily oriented toward technology. Whereas, of course, the S&P 500 is more diversified. The blue-chip fund has a higher management fee but is actively managed and has a solid long-term track record.no, that portfolio doesnt really make sense. FZROX fully contains FXAIX, so there is no real good reason to hold both, just hold FZROX. something around 65/35 FZROX/FZILX makes sense. If you have FZROX and FZILX, you don't need FXAIX. But the first two are fine. Fzrox vs fxaix, Since Fzrox is lot cheaper and could buy way more shares would I get more dividend or does it go by total cash that we have in the fund? And the difference paying it annually compared to quarterly would it make a difference on the total you receive? Like would getting the dividend annually make you the same as the quarterly., 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. …, FXAIX also appears to track the S&P 500, and has an expense ratio of 0.015%. I'm thinking about this as I'm making more contributions to my Roth IRA. It seems the biggest difference (apart from the expense ratio) is that IVV is an ETF that can be sold at any time during trading hours, while FXAIX appears to be a mutual fund, that sells for the ..., 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. The fund stands out for its low operating costs, carrying one of the lowest expense ratios at 0.015%. Plus, it has no minimum investment requirements., The holding allocations are different between FZROX and VTI. Not a band fund, but it is different. The most significant difference between those two is that one is organized as a mutual fund and the other is an ETF. The fee and benchmark differences are much less important than the organizational structure., Aug 02, 2018. Fund Summary. The fund normally invests at least 80% of assets in common stocks included in the Fidelity U.S. Total Investable Market Index?, which is a float-adjusted market ..., In short, there was nothing wrong with Fidelity's traditional index funds and the zero funds are basically a marketing gimmick. April A: That is exactly what I thought when I decided to invest in FXAIX and not FNILX ($0 fee). The expense fee of FXAIX is extremely low and FNILX didn't have enough history. 1 post - 1 participant., This approach allows SPRXX to capitalize on global economic trends while achieving a diversified portfolio. SPAXX, in contrast, limits its exposure to U.S. government securities and repurchase agreements. As a result, SPAXX's holdings exhibit a lower risk level, making the fund more resilient during volatile market conditions but could limit ..., FXAIX is superior in nearly every respect with the exception of PSPCX having a bit of midcap and foreign/emerging market exposure. Even then, I'd put most of my money in FXAIX or something FZROX or FZILX if you want exposure beyond large cap., Jan 22, 2021 · FXAIX is offered by more than half of the 401 (k) plans on Fidelity’s platform, according to the company, making it one of the most accessible Fidelity funds for retirement. It also happens to ..., FXAIX vs. FNILX - Performance Comparison. The year-to-date returns for both investments are quite close, with FXAIX having a 11.89% return and FNILX slightly higher at 11.93%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends., 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., Jul 18, 2023 · For fees, FNILX is the winner with a 0% expense ratio. However, FXAIX isn’t an expensive fund with a fee of just 0.015%. You’ll pay a little more for FXAIX, but you won’t see a huge variance when you look at performance. Looking at the five-year performance history, which is about as old as FXAIX goes back, an investment in the S&P 500 ..., 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 reply, VTSAX is a vanguard mutual fund, you can buy them through fidelity, but there will be a ($75 per transaction) fee. If you want to buy vanguard funds through fidelity you should by vanguard ETFs like VTI (the ETF equivalent to VTSAX). FZROX is one of fidelitys 0 expense ratio funds. This fund cannot be transferred to a different broker in the ..., FZROX vs VTSAX: Expense Ratio. VTSAX charges 0.04% per year, while FZROX is a no-fee mutual fund. This means you don't have to pay any fee to Fidelity for owning this specific fund. When selecting an index fund, the expense ratio is critical. You want to keep your expense ratio as low as possible so that it does not reduce your return., FXAIX is a great fund to be in, but just like anything else, diversification is your key to lowering your investing risk. I would put it into several different low cost index funds to cover the entire market, not just the top 500 companies. Large Cap - FXAIX (S&P 500) - 0.015% expense ratio = $1.50 per year, per $10K value of the investment., Generative AI isn't just about creative endeavors and parlor tricks. Investors and Big Tech alike are betting that it will also affect enterprise infrastructure and cybersecurity. ..., ITOT -> FZROX. I'm planning on moving my ITOT ETF shares into index fund FZROX. They have the same performance and pretty much the same composition. I'm doing this due to the lower price point of FZROX ($12 vs $80 for ITOT) and its 0% expense ratio., May 10, 2024 · Here are six of the best Fidelity mutual funds to buy and hold today, all with net expense ratios of 0.07% or lower: Mutual fund. Expense ratio. Fidelity 500 Index Fund ( FXAIX) 0.015%. Fidelity ..., Performance Comparison of FZROX vs. VGK The total return performance including dividends is crucial to consider when analyzing different investment funds. As of 1/15/2024, FZROX has a one year annualized return of 26.21%, while VGK has a five year annualized return of 20.03%., May 18, 2024 · FZROX vs. FXAIX - Performance Comparison. In the year-to-date period, FZROX achieves a 10.89% return, which is significantly lower than FXAIX's 11.84% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends., Performance Comparison of FXAIX vs. RSP The total return performance including dividends is crucial to consider when analyzing different investment funds. As of 1/15/2024, FXAIX has a one year annualized return of 26.29%, while RSP has a five year annualized return of 13.72%., It seems to me that FSKAX and FZROX are more similar with one having an expense ratio (a very low one), but having a proven track record and following an …, FSKAX vs. FZROX: Which Fidelity Fund Is the Best? FSKAX vs. VTSAX: What Is the Best Total Stock Market Index Fund? What Is FXAIX? Meanwhile, the Fidelity 500 Index Fund tracks the S&P 500 index, which tracks the stock performance of 500 large companies on stock exchanges in the US. The S&P 500 is one of the most followed financial indexes, and ..., FZROX vs VTSAX: Expense Ratio. VTSAX charges 0.04% per year, while FZROX is a no-fee mutual fund. This means you don't have to pay any fee to Fidelity for owning this specific fund. When selecting an index fund, the expense ratio is critical. You want to keep your expense ratio as low as possible so that it does not reduce your return., Hi everyone, I know it's minor but FXAIX has been outperforming FZROX in every timeframe since FZROX inception even though FZROX is supposed to have zero expense ratio. With $10,000 invested, after 5 years FXAIX has returned $308 more. FXAIX seems to mirror SPY closely so this is more of a question about FZROX - it seems to be lagging a bit behind., Jan 7, 2022 ... ... (FZROX) 03:36 - 4. Fidelity Zero Large Cap Index Fund (FNILX) 05:17 - 3. Fidelity Nasdaq Composite Index Fund (FNCMX) 06:47 - 2. Fidelity ..., FSKAX fully contains FXAIX (as about 80% of it's holdings by weight) and a lot more. The difference in returns can be a bias due to send date selection/recency, as there are plenty of times where the extra holdings will pay FSKAX ahead of FXAIX. If FXAIX does well, FSKAX will also do well. If the extended market holdings of FSKAX outperform ..., 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. The fund stands out for its low operating costs, carrying one of the lowest expense ratios at 0.015%. Plus, it has no minimum investment requirements., Both funds have the same expense ratio of 0.015%. FSKAX includes small-, mid-, and large-cap stocks. FXAIX invests in only large-cap stocks. The top 10 holding of both funds are the same, but FXAIX holds a larger percentage of the top 10 funds. Morningstar gives Total Stock Market Index FSKAX 3 stars., The Boglehead wiki recommends the following allocation to approximate total market using Fidelity funds: . 83% Fidelity 500 Index Fund (FXAIX). 10% Fidelity Mid Cap Index Fund (FSMDX). 07% Fidelity Small Cap Index Fund (FSSNX). My question is how this differs from the following allocation, which substitutes Fidelity's Extended Market Index Fund for Mid- and Small-Cap Index Funds:, I was initially interested by FZROX because of its 0% ER vs VTSAX's 0.04%. However, comparing the fund on Morningstar, the tax cost ratio of FZROX (0.50) is higher than VTSAX (0.37). My assumption is these costs are additive so the cost to own FZROX (0 + 0.5 = 0.5) is actually greater than VTSAX (0.04 + 0.37 = 0.41) in a taxable account? I ...