VTIAX is the complimentary fund for the rest of the world outside the US stock market. I assumed I started with $25,000. Current and Historical Performance Performance for Vanguard Total Stock Market Ind on Yahoo Finance. VTSMX has different before-tax returns. As a result its after-tax returns will differ (and the extra return of VTSAX will be seen as a negative from a tax efficiency perspective). ITOT vs VTI vs FSKAX vs FZROX vs VTSAX for a Fidelity Brokerage. Below is the comparison between VTSAX and FSKAX. picture 5. Fidelity Total Market Index Fund (FSKAX) vs. Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) This wise sentiment sums up the creation of index funds: Index funds were created because picking winning stocks is virtually impossible. Click a fund name to view the fund profile for additional detail. Both are actually components of the Vanguard Target Retirement funds (along with their US and International Bond funds) Learn about FSKAX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. 2. If you're already a Vanguard client: Call 800-888-3751. VTSAX has a higher expense ratio than VITSX (0.04% vs 0.03%). Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility. They picked a nice time for a rebalance and the new institutional shares are even .01 cheaper but with the same ER Fidelity Total Market Index Fund (FSKAX) Review - The Wall ... picture. The best equivalent to VTSAX at Fidelity is FSKAX. I invest in VTSAX regularly as a systematic plan. The after-tax returns of VTSAX are never calculated or displayed, but investor share class VTSMX is displayed. We see evidence of the securities lending effect in Vanguard’s Total Stock Market (VTSAX) index fund. VTSAX vs FSKAX 07-26-2020, 03:42 PM. Or put another way, VTSAX is a collection of many stocks (more on that later) that track the American stock market as a whole. On $10,000 invested over ten years, the funds have a $160 difference in performance. Index funds, whether that’s VTSAX vs VTI vs one of the alternatives, make it incredibly easy and inexpensive to own a chunk of the entire US economic world. That line of reasoning has some advantages: it has probably convinced a lot of folks to get rid of their irrational fear of the stock market and many have benefited from low-cost index investing instead of wasting money on actively-managed funds. The Fund employs an indexing investment approach to track the performance of the FTSE Global All Cap Index and attempts to sample the index. Close. The fund provides a convenient way to match the performance of the entire U.S. market. The Best-Performing Index Funds to Consider. Given VTSAX’s expense ratio of 0.04%, you’d expect it to have returned 6.66% over the same time period. World , easy. My retirement funds are maxed out so I would like to invest around 10k to 20k in a taxable brokerage at Fidelity (where all my other accounts are). My wife is also planning to invest in index funds through a brokerage account. Stop automatic investment from paycheck on VTSAX 3. With more than 3,400 holdings, FSKAX reaches far beyond the S&P 500. A very one-dimensional view of the world: How most folks in the FIRE community justify passive investing. ITOT vs VTI vs FSKAX vs FZROX vs VTSAX for a Fidelity Brokerage. View daily, or weekly back formats to weekly total. ** Returns are adjusted for fees where applicable. I used a calculator at www.nerdwallet.com to see how much difference there would be in my ending balance after 40 years of investing with Vanguard’s expense ratio vs. USAA’s. 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