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Best S&P500 ETFs and Index Funds
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Lowest Cost Index Fund or ETF

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Last Updated June 28, 2012:   What are the best exchange traded funds (ETFs) for tracking the Standard and Poor's 500?   Here are the top choices I would consider.  Send me an email if you know of any others with the same characteristics including low expense ratios.

ALL these funds and ETFs:
  • Invest in stocks in the S&P 500 Index, representing 500 of the largest U.S. companies.
  • The composition of the index is managed by committee but changes are few and far between
  • The goal is to closely track the index’s return.
  • Offer high potential for growth; share value rises and falls more sharply than bond funds.
FUSEX = Spartan 500 Index Fund -  Fidelity Investor Class
Formerly known as the Spartan US Equity Fund.
FUSVX = Spartan 500 Index Fund - Fidelity Advantage Class

SPY   = SPDR S&P 500 Exchange Traded Fund (ETF) Trust
One of the first ETFs
SWPPX = Schwab S&P 500 Index

VFINX = Vanguard S&P500 Stock Market Index Fund
The industry’s first index fund for individual investors that provides a low cost way to gain diversified exposure to the U.S. equity market.
VFIAX = Vanguard S&P500 Stock Market Index Fund Admiral Shares
Same as VFINX but with a higher minimum investment and lower annual expenses.
VOO = Vanguard S&P500 ETF
Same as SPY and SWPPX but currently has a lower cost

S&P500 Index Fund and ETF Comparison Matrix (updated 6/28/12)
Ticker Sponsor Annual Exp. Ratio Minimum

Intraday Trading?
Yes = ETF
Net Assets
FUSEX Fidelity 0.10% $10,000 Feb 16, 1988 no
FUSVX Fidelity
0.07% $100,000 Oct 13, 2005 no
State Street 0.09%
Jan 21, 1993 yes
0.09% - 0.10%
May 19, 1997 yes
0.17% $3,000
Aug 30, 1976 no
Vanguard 0.05% $10,000
Nov 12, 2000 no
Vanguard 0.05% none
Sept. 6, 2010 yes

Current quotes and charts for:  VOO - SPY - VFINXGoldGLD

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Disclaimer:  The information contained in this web site is not intended to constitute financial advice, and is not a recommendation or solicitation to buy, sell or hold any security. This blog is strictly informational and educational and is not to be construed as any kind of financial advice, investment advice or legal advice. Copyright © 2012 Kirk Lindstrom. Note: "CORE & Explore®" was coined by and is a registered trademark of Charles Schwab & Co., Inc.