Index Fund - USD

STOCK MARKET INDEX

NASDAQ

• technology (AAPL, MSFT,​ GOOGL, INTEL)

• NASDAQ 100

STANDARD & POOR'S

• S&P 500​ (500 large companies listed on NYSE or NASDAQ)

• "best rep of the US stock market:and the economy" - large investors (institutional)

• based on sectors

• calc: stock price x shares

DOW JONES

• 30 large public US companies traded on NYSE​

• calc: price of each share

• commonly used by individual investors

• doesn't necessarily rep minor changes but will show a major change when a company faces financial distress or when a broad economic shift occurs

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Index fund: A type of mutual fund made up of stocks, bonds, or other securities designed to track a particular market index

3 major stock indices:

1. NASDAQ

2. DOW JONES

3. S&P 500

Mutual fund: to beat the market

Index fund: to mimic the market

Vanguard, Schwab, Fidelity

S&P 500

Vanguard 500 Index Fund Admiral Shares (VFIAX)

• YTD: 23.14%

• Expense ratio: 0.04%

Schwab S$P 500 Index Fund

• YTD: 23.23%

• Expense ratio: 0.02%

Fidelity 500 Index Fund (FXAIX)

• YTD:23.17%

• Expense ratio: 0.01%

Total Stock

Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX)

• YTD: 22.53%

• Expense ratio: 0.04%

Schwab Total Stock Market Index Fund

• YTD: 22.58%

• Expense ratio: 0.03%

Fidelity Total Stock Market Index Fund (FZROX)

• YTD:22.78%

• Expense ratio: 0%

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