Here is my list of the top 10 Index Funds to Buy & Hold Forever! This is an update on my other video from a couple of years ago for 2023.
Please note Number 7 FXAIX is typoโed in the video as FXIAX. Apologies.
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Timestamps:
0:00 โ Start Here
0:30 โ 10. VFIAX
2:30 โ 9. FTIHX
3:43 โ My Thoughts on Fidelityโs Zero Fee Funds
4:41 โ 8. SNXFX
6:18 โ 7. FXAIX
7:40 โ 6. VGSLX
9:00 โ 5. VQNPX
10:22 โ 4. VVIAX
11:20 โ 3. FXNAX
12:42 โ 2. SCHD (ETF)
13:57 โ 1. VTSAX
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10. VFIAX (ETF: VOO)
This is a vanguard index fund that tracks the S&P 500 which is the top 500 companies here in the United States. This lets you get access to all the largest companies on the stock market including companies like Apple, Amazon, Tesla, Google, McDonalds and so on.
9. FTIHX
This particular index fund would give you exposure to 5058 international stocks that looks to get you results that correspond to teh total return of all foreign and emerging markets. Some of its largest holdings include Nestle, Taiwan Semiconductor, Samsung and Shell.
8. SNXFX (ETF: SCHK)
This is Schwabโs 1000 Index Fund which tracks the total return of the top 1000 largest US Companies based on market capitalization. This gives you more exposure to more companies than just a S&P 500 fund, youโre getting exposure to some mid-cap companies as well
7. FXAIX
This is Fidelityโs version of VFIAX, so the top 500 companies in the US. This one in my opinion is slightly better than VFIAX only because the expense ratio is much lower at 0.015%.
6. VGSLX (ETF: VNQ)
This is Vanguardโs real estate index fund. It invests in a lot of REITs which are real estate entities that buy commercial properties like office buildings, hotels, and other real estate.
5. VQNPX
Vanguard Growth and Income Fund Investor Shares: Known as the growth and income fund, its a fund that seeks to outperform the S&P 500 index. It comes with a little more risk than your traditional S&P 500 index fund. It includes 1536 different companies, and this means it holds a bunch of smaller companies as well โ which means that itโs going to provide more risk
4. VVIAX (ETF: VTV)
VVIAX is a Vanguard Value Index Fund which invests in the stocks of large US companies in market sectors that tend to grow at a slower pace than the broad market. It typically invests in large, safer companies. In short, itโs less about growth and more about stability.
3. FXNAX โ Bond Fund
This bond index fund tracks the results corresponding to the Bloomberg US Aggregate Bond Index, which includes US bonds, corporate bonds, asset backed bonds and mortgage backed securities with maturities of at least one year. As you age, most people like to include more fixed income into their portfolio โ so if that is something you are looking for you can consider adding this to your portfolio.
2. SCHD (ETF) โ So GOOD
This ETF tracks the Dow Jones U.S. Dividend 100 Index, which is composed of stocks from the Dow Jones U.S. Total Stock Market Index that have high dividend yields, but it has such great criteria for picking high quality dividend stocks. Listen to their criteria from their prospectus:
The stock must have a $500 million market cap, with at least 10 years of consecutive dividend payments. They need to meet strict financial criteria based on fundamentals such as cash flow to total debt, return on equity, and the 5 year dividend growth rate.
No single stock can represent more than 4% of the index, and no sector can represent more than 25% of the total index, so itโs well balanced.
1. VTSAX (ETF: VTI)
This is one of my favorite index funds because it covers the ENTIRE stock market in the US.
It holds over 4026 stocks, so whether thats a large cap, mid cap, or small cap stock โ you can get a piece of every stock in the US by just buying this one fund. If you want to bet on US Companies and stocks โ this is the fund for you.
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PS: I am not a Financial Advisor, any investment commentary are my opinions only. Some of the links in this description are affiliate links that I do receive a commission for & they help support the channel
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Happy New Year! Which Index Fund do YOU love? Don't forget to check out my newsletter โญ https://humpdays.substack.com ๐ช
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I found you can transfer the zero fee funds with in fidelity, then you could transfer to another holding. So not an issue if you like the zero funds
hello, please again : The BEST 4 Dividend / GROWTH ETFs for 2023 ๐
Awesome video!
VXUS is a vanguard etf.
Index funds r for those who dont like to live dangerously ๐
VOO, SCHD, QQQ and SMH are my picks โค
Good video. SCHB is a solid alternative to VTI. The primary difference is just market cap. Its also more affordable for those that can't afford 1 share of VTI regularly
What are your thoughts on SWTSX and SWISX for international??
on ๐ฅ
This opening makes me think he's been watching podcasts with MrBeast
This is very helpful, thank you and Happy New Year Humphrey!
derp, webull offer expired yesterday….:v
Hey Humphrey,
Appreciate all the content you are providing. I just had a clarifying question about ETF SCHD. You showed it having a expense ratio, but I thought ETF's didn't have expenses. Is this an incorrect assumption? If I were to own it through Webull, do I see that 0.06% fee?
How come you dont have Nasdaq 100 on your list? That is baffling to me.
Thank you for the helpful videos! ๐๐ผ๐๐ผ๐๐ผ
How about Europe
Thanks for sharing this.
I love SCHD it's one of my core holdings.
FZROX! Love it!
fxAix – there's a typo
Thoughts on investing in mid cap and small cap index funds / etfโs such as FSMDX and VB?
This was exactly what I wanted to look into today. Thanks Humphrey.
Berkshire Hathaway is the most underrated โindex fundโ. Buying it gives you the exposure to 65 wholly owned companies plus a lot of public companies that $BRK.B has a stake in. Also you get the best CEO in the world managing your savings. Also has 100 billion dollars in cash.
Wait you mean FXAIX right? I don't see FXIAX
Thank you for the informative video! I had a question: is VTSAX similar to FSKAX?
Yee
Great video. I'll have to add some of these ETFs to the watchlist.
"Happiness is a butterfly, which when pursued, is always beyond your grasp, but which, if you will sit down quietly, may alight upon you." -Nathaniel Hawthorne
We love investing in index funds!!! Thanks for sharing, I loved your #2 and #3 picks too! ๐
SCHD seems underrated even tho itโs grown in popularity lately
Hello, does anybody know how to get into yangs discord server. The links in prior videos do not work for me.
I usually donโt comment but best content ever. Thank you Mr. Humphrey
You forgot Voo
Sooooo how do you pay the fees associated with the fund? Can you have it taken out of the dividend payments?
Never depend on a single income. Make Investment to create a second chance.
Happy New Year Humphrey! Another banger video!