In the year-to-date period, FXAIX achieves a 0.34% return, which is significantly higher than SPY's 0.29% return. Both investments have delivered pretty close results over the past 10 years, with FXAIX having a 12.20% annualized return and SPY not far behind at 12.03%.
FXAIX想做网红不是这么好做的。给这个网红泼点冷水。
On 10/7/2011 at the CLOSING
SPY =115.71
FXAIX= 40.92
on 1/12/2024 at the closing
SPY=476.68
FXAIX=166.06
Since 10/7/2011, total Dividend paid by
SPY: $62
FXAIX: 22
Total Return including fees and charges since 10/7/2021
SPY: 365.54%
FXAIX: 358.95 %
SPY 完胜 FXAIX
看来FXAIX还有另外的HIDDEN non disclosed FEES 和CHARGES。。
In the year-to-date period, FXAIX achieves a 0.34% return, which is significantly higher than SPY's 0.29% return. Both investments have delivered pretty close results over the past 10 years, with FXAIX having a 12.20% annualized return and SPY not far behind at 12.03%.
https://portfolioslab.com/tools/stock-comparison/FXAIX/SPY#
capital gain distribution 是要打税的，但2020年后FXAIX还没有出过capital gain distribution.
不信去问问隔壁大千人
SPY vs. FXAIX - Dividend Comparison
SPY's dividend yield for the trailing twelve months is around 1.39%, less than FXAIX's 1.45% yield.
https://portfolioslab.com/tools/stock-comparison/SPY/FXAIX/1000
公布的expense spy 是0.09% fxaix 是0.01%，按理说fxaix应该比spy回报率高。所以我认为fxaix可能有隐藏开销, HIDDEN charges。