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These compounding returns help with building wealth over time. Vanguard 500 Index (VFIAX). Capital gains for 2021 have not yet been reported as they only appear at year end. When the symbol you want to add appears, add it to My Quotes by selecting it and pressing Enter/Return. The Fund may lend securities to earn income and uses statistical sampling techniques in stock selection. This causes the indexs exposure to change automatically and reallocate capital towards the top market-weighted performers. Compare and contrast: Saving for Retirement as a Form of Climate Action - Reddit Currency in USD Follow 2W 10W 9M 384.97 +3.19. Which he did. The top 10 holdings represent 27.30% of total assets. The Vanguard 500 Index Fund (VFIAX)the first index fund for individual investors, according to the companyprovides exposure to a subset of the entire U.S. equity market: the Standard & Poor . VTSAX vs. VFIAX: Which Index Fund is Better to Buy? Looking at the past 5 years, the fund's standard deviation is 15.01% compared to the category average of 12.93%. To interpret this result, you need to understand what a Sharpe ratio means. The Fund seeks to track the performance of its benchmark index, the S&P 500. It's an affordable option for people that are looking to invest in 500 of the largest companies on the market. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index. I wrote this article myself, and it expresses my own opinions. Small-cap companies typically experience less impact from evolving global trade conditions because their businesses focus more on domestic developments than do large caps. (11.03% vs 10.15%). When the symbol you want to add appears, add it to My Quotes by selecting it and pressing Enter/Return. For further information, check out In full transparency, this site may receive compensation from partners listed through affiliate partnerships, though this does not affect our ratings. Where the profits from this venture go, or for that matter, the profits from PAS, is unknown, as Vanguard is a private company not required to report any financials. Note: For a long, technical discussion of the realities of what Vanguard fund shareholder "ownership" really means, as opposed to what their current ad campaign makes it sound like it means, I would refer you to two discussions on the Bogleheads Forum: this one and this other.