Talk:Fidelity

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As of January 2013, Fidelity will revamp minimum investment and expense ratios of index fund Advantage shares . See press release, Yahoo. --Blbarnitz 11:44, 11 December 2012 (CST)

Updated for advantage share classes, plus addition of the Fidelity Spartan Inflation Protected Securities Index --Blbarnitz 14:30, 18 January 2013 (CST)

Updates for 2013

The page will need updating to reflect change in Vanguard tracking indexes from MSCI to CRSP and FTSE --Blbarnitz 14:30, 18 January 2013 (CST)

Updated for expansion of the iShares list

I updated the note about the iShares no-fee ETF list. Since the ETFs are not discussed in detail elsewhere in the article, that should take care of that.Nisiprius 09:14, 15 March 2013 (CDT)

Reader feedback: add description of brokerage link

50.134.209.85 posted this comment on 22 February 2014 (view all feedback).

add description of brokerage link

Any thoughts?

LadyGeek 14:33, 23 February 2014 (CST)

Revised table

A revision of the table. --Blbarnitz 17:04, 14 February 2020 (UTC)

Fund Class Fund Name Ticker ER Index Tracked
US Stocks
Total US Stock Market Fidelity ZERO Total Market Index Fund FZROX 0.00% Fidelity U.S. Total Investable Market Index
Fidelity Total Market Index Fund FSKAX 0.015% Dow Jones US Total Stock Market Index
iShares Core S&P Total U.S. Stock Market ETF ITOT 0.03% S&P Total Market Index
Vanguard Total Stock Market Index Fund VTSAX 0.04% CRSP Total Market Index
S&P 500 Fidelity 500 Index Fund FXAIX 0.015% S&P 500
Vanguard 500 Index Fund VFIAX 0.04% S&P 500
iShares Core S&P 500 ETF IVV 0.04% S&P 500
Extended Market Fidelity Zero Extended Market Index Fund FZIPX 0.00% Fidelity U.S. Extended Investable Market Index
Fidelity Extended Market Index Fund FSMAX 0.045% Dow Jones U.S. Completion Total Stock Market Index [1]
Vanguard Extended Market Index Fund VEXAX 0.08% S&P Completion Index
Mid Cap Fidelity Mid Cap Index Fund FSMDX 0.025% Russell Mid Cap Index
Vanguard Mid Cap Index Fund VIMAX 0.05% CRSP US Mid Cap Index
iShares Core S&P Mid-Cap ETF IJH 0.07% S&P MidCap 400 Index
Small Cap Fidelity Small Cap Index Fund FSSNX 0.025% Russell 2000 Index
Vanguard Small Cap Index Fund VSMAX 0.05% CRSP US Small Cap Index Index [2]
iShares Core S&P Small-Cap ETF IJR 0.07% S&P SmallCap 600 Index
Real Estate Fidelity Real Estate Index Fund FSRNX 0.07% Dow Jones U.S. Select Real Estate Securities Index
Fidelity MSCI Real Estate Index ETF FREL 0.084% MSCI USA IMI Real Estate Index
iShares Core U.S. REIT ETF USRT 0.08% FTSE NAREIT Equity REITS Index
Vanguard Real Estate Index Fund VGSLX 0.12% MSCI US Investable Market Real Estate 25/50 Index
International Stocks
Total International Stock Market Fidelity ZERO International Index Fund FZILX 0.00% Fidelity Global ex US Index (excludes small caps)
Fidelity Total International Index Fund FTIHX 0.06% MSCI ACWI ex USA IMI Index
iShares Core MSCI Total International Stock ETF IXUS 0.10% MSCI ACWI ex USA IMI Index
Vanguard Total International Stock Index VTIAX 0.11% FTSE Global All Cap ex US Index
Developed Markets [note 1] Fidelity International Index Fund FSPSX 0.045% MSCI EAFE Index (excludes small caps)
iShares Core MSCI International Developed Markets ETF IDEV 0.05% MSCI WORLD ex USA IMI Index
Vanguard Developed Markets Index Fund VTMGX 0.07% FTSE Developed All Cap ex US Index
iShares Core MSCI EAFE IEFA 0.08% MSCI EAFE IMI Index
Emerging Markets Fidelity Emerging Markets Index Fund FPADX 0.08% MSCI Emerging Markets Index (excludes small caps)
Vanguard Emerging Markets Index Fund VEMAX 0.14% FTSE Emerging Markets All Cap China A Inclusion Index
iShares Core MSCI Emerging Markets IEMG 0.14% MSCI Emerging Markets IMI Index
US Bonds
Short-Term Treasury Fidelity Short-Term Treasury Bond Index Fund FUMBX 0.03% Bloomberg Barclays 1-5 Year U.S. Treasury Index
Vanguard Short-Term Treasury Index Fund VSBSX 0.07% Bloomberg Barclays US Treasury 1–3 Year Bond Index
iShares 1-3 Year Treasury Bond ETF SHY 0.15% ICE U.S. Treasury 1-3 Year Bond Index
Intermediate-Term Treasury Fidelity Intermediate Treasury Bond Index Fund FUAMX 0.03% Bloomberg Barclays 5-10 Year U.S. Treasury Bond Index
Vanguard Intermediate-Term Treasury Index Fund VSIGX 0.07% Bloomberg Barclays US Treasury 3–10 Year Bond Index
iShares 3-7 Year Treasury Bond ETF IEI 0.15% ICE U.S. Treasury 3-7 Year Bond Index
iShares 7-10 Year Treasury Bond ETF IEF 0.15% ICE U.S. Treasury 7-10 Year Bond Index
TIPS Fidelity Inflation-Protected Bond Index Fund FIPDX 0.05% Bloomberg Barclays U.S. TIPS Index
Vanguard Inflation Protected Securities Fund VAIPX 0.10% [note 2] Not an index fund
iShares TIPS Bond ETF TIP 0.20% Bloomberg Barclays U.S. TIPS Index
Long-Term Treasury Fidelity Long-Term Treasury Bond Index Fund FNBGX 0.03% Bloomberg Barclays US Long Treasury Bond Index
Vanguard Long-Term Treasury Index Fund VLGSX 0.03% Bloomberg Barclays U.S. Long Treasury Index
iShares 20+ Year Treasury Bond ETF TLT 0.15% ICE U.S. Treasury 20+ Year Bond Index
Aggregate Bond Fidelity U.S. Bond Index Fund FXNAX 0.025% Bloomberg Barclays U.S. Aggregate Bond Index
Vanguard Total Bond Market Index Fund VBTLX 0.05% Bloomberg Barclays U.S. Aggregate Float Adjusted Index
iShares Core U.S. Aggregate Bond ETF AGG 0.05% Bloomberg Barclays US Aggregate Bond Index
International Bonds
ex-US Aggregate Bond Fidelity International Bond Index Fund FBIIX 0.06% Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Diversified Index (USD Hedged)
iShares Core International Aggregate Bond ETF IAGG 0.09% Bloomberg Barclays Global Aggregate ex USD 10% Issuer Capped (Hedged) Index
Vanguard Total International Bond Index Fund VTABX 0.11% Bloomberg Barclays Global Aggregate ex-USD Float-Adjusted Index (Hedged)
Balanced Funds
Target-date funds Fidelity Freedom® Index Funds Various 0.12%
Vanguard Target Retirement Funds Various 0.13% - 0.15%
Fixed allocation funds Fidelity Four-in-One Index Fund FFNOX 0.11% 85/15 index fund
Vanguard LifeStrategy VASIX, VSCGX, VSMGX, VASGX 0.11% - 0.14% 20/80 to 80/20 allocations
iShares Core Allocation ETFs AOK, AOM, AOR, AOA 0.25% 30/70 to 80/20 allocations
  1. FTSE classifies Korea as a developed market, while MSCI classifies it as emerging. Canada is not included in EAFE indexes.
  2. Admiral Shares class fund has a $50,000 minimum investment. Investor-class fund VIPSX has a 0.20% ER and a $3,000 minimum
  1. See, Dow Jones US Total Stock Market Indexes Literature.
  2. Vanguard also offers the Vanguard Russell 2000 ETF.