20 мар. 2023 г. · Both are Large cap US stock funds holding mainly the same exact stocks and can be considered identical with regards to expected returns.

18 дек. 2021 г. · SWPPX is cheaper and overall long term returns are higher. But it does have expense ratio and probably more taxable then VYM.

22 дек. 2023 г. · Nothing wrong with SWPPX, but why not use Schwab ETFs instead such as SCHX or SCHB in case you ever want to change brokerages in the future ...

15 мая 2023 г. · At Schwab you want to pick SWPPX if you are buying a mutual fund. Because you will pay $75 per transaction for Vanguard or Fidelity mutual funds when bought at ...

1 дек. 2014 г. · There isn't much difference in performance. The total stock market is dominated by the S&P 500, so the two are very highly correlated.

28 февр. 2024 г. · There are two separate distinctions: Index funds can be either ETFs or mutual funds. Actively-managed funds can also be either ETFs or mutual funds.

2 мар. 2020 г. · In this case, the MF is SWPPX (Schwab S&P 500), and the ETF is SCHX (Schwab Large Cap ETF), which is not an S&P 500 fund, but tracks the Dow ...

22 сент. 2017 г. · SCHX hold the largest 750 stocks. Right now the percents according to morningstar instant xray are about: SCHX 89% and SCHA 11%.

10 апр. 2023 г. · Well, they do bother, they offer SWPPX with an ER of 0.02%. That's lower than the ER for the SCHX ETF that several posters have mentioned as ...

28 дек. 2020 г. · SCHB tracks "Dow Jones U.S. Broad Stock Market Index" which is the largest 2500 stocks. SWTSX tracks "The Dow Jones U.S. Total Stock Market ...