ETF Cash Drag vs Mutual Fund Fees - Bogleheads.org

Jun 25, 2021 · Re: ETF Cash Drag vs Mutual Fund Fees Post by PAonFIRE » Sun Jun 27, 2021 3:38 pm afan wrote: Fri Jun 25, 2021 10:43 pm For as long as you are dealing with companies that do not permit fractional shares, you are right that the tradeoff depends on the amounts …

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ETF Versus Mutual Fund Fees - Fidelity - Fidelity Investments

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And ETFs do not have 12b-1 fees. That said, according to Morningstar, the average index ETF expense ratio in 2023 was 0.48% and 0.73% for active ETFs, compared with the average …

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Cash Drag: Are You Holding Too Much Cash? | Fidelity - Fidelity …

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Jan 29, 2025 · As the chart shows, doing just that with a hypothetical $5,000 from 1979 to 2023 would have delivered a far greater return than keeping it in cash would have. If you’re ready to …

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Vanguard Is Making It Even Cheaper To Invest In ETFs. Why …

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22 hours ago · The next leg in the race toward 0% fees for investors is here for ETFs Last Updated: Feb. 5, 2025 at 12:29 p.m. ET First Published: Feb. 5, 2025 at 7:00 a.m. ET Share

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Tax Drag Of Mutual Fund Vs ETF - What Is The Actual Difference

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Oct 9, 2021 · This forum is all about the details, so I prefer ETFs in taxable, but for 99% of investors, behavioral issues are far more important than the mutual fund vs ETF debate. If …

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Vanguard Made It Cheaper To Invest In ETFs. What The Fee

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22 hours ago · "Fidelity's U.S. sector ETFs are priced at 0.08%, 1 basis point lower than Vanguard's new fee of 0.09% on its sector ETFs. However, Vanguard's lower fee now puts it …

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Bogleheads Investments Chart/Info For Vanguard, Fidelity, And …

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You'll pay a $49.95 fee per transaction for Vanguard mutual funds. There are no fees for buying the ETFs. Other than the potential fee, I can think of no downsides. The target date funds are …

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Vanguard Drops Expense Ratios On 43% Of U.S. ETF, Mutual Funds

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2 days ago · The long-term trend of flows shifting to ETFs from mutual funds also continued in 2024. Mutual funds ended the year with $388 billion in outflows via Morningstar, as investors …

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FAQs about ETF Cash Drag vs Mutual Fund Fees - Bogleheads.org Coupon?

Do ETFs charge a load?

The rest is paid to brokers for ongoing account servicing. Essentially, it's paid to the broker who sold you the fund on an annual basis, for as long as you own the fund, even if you never see the broker again. In contrast to mutual funds, ETFs do not charge a load. ...

Do ETFs have 12b-1 fees?

And ETFs do not have 12b-1 fees. That said, according to Morningstar, the average index ETF expense ratio in 2023 was 0.48% and 0.73% for active ETFs, compared with the average expense ratio of 0.81% for index mutual funds and 1.02% for actively managed mutual funds. ...

What is the difference between SCHZ & swagx ETFs?

SCHZ (U.S. Aggregate Bond Market ETF): 0.04%, versus SWAGX (fund) 0.04%. DODGX (large active stock fund): 0.52%. Advantage: ETFs or tie. These are costs paid once for each trade, whether a sale or a purchase. They are most important for smaller portfolios and frequent investments. Most brokerages now allow most ETFs to trade commission-free. ...

Are ETFs better than mutual funds?

ETFs generally have the lowest ERs available to small investors. Mutual fund expenses can be somewhat higher, with the exception of Vanguard Admiral funds which are the same, or slightly higher, than their ETFs. The various fees of active mutual funds can be much higher, sometimes outrageous; see Mutual funds and fees for more details. Examples: ...

Why should you invest in Vanguard ETFs?

Advantage: Depends on investor goals. Vanguard structures its ETFs as another share class of a mutual fund, like Admiral or Investor shares. This process is unique to Vanguard, protected by a patent until 2023, with two important consequences for the mutual fund investor: ...

Are exchange-traded funds and mutual funds the same?

This article contains details specific to United States (US) investors. Parts of it are not intended for non-US investors. Exchange-traded funds (ETFs) and mutual funds are two different investment products that you can use to hold a diversified portfolio of stocks, bonds or other assets. ...