Talk:Fidelity

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
	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
	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	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%	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