FSKAX vs SPY
Fidelity Total Market Index Fund vs SPDR S&P 500 ETF Trust
Buy FSKAX if…
- •You want lower costs (0.01% vs 0.10%)
Buy SPY if…
- •You prefer higher liquidity and trading volume
- •You prioritize historical performance
- •You want stronger recent performance
- •You value a longer track record
FSKAX
SPY
Type
Mutual Fund
ETF
Issuer
Fidelity
State Street
Holdings
10
99
Index
—
S&P 500
AUM
$123B
$701B
Inception
1997
1993
Key Metrics
Expense Ratio
0.01%
0.10%
Dividend Yield
+0.96%
+1.09%
Daily Liquidity
0
81.26M
Risk (β)
1.00
1.00
Cost Calculator
$
%
FSKAX Fees
$0
SPY Fees
$0
Annualized Returns
YTD
+16.85%
+17.60%
1 Year
+12.92%
+14.28%
3 Years
+19.75%
+20.40%
5 Years
+13.74%
+14.79%
10 Years
+13.96%
+14.48%
Top 10 Holdings
APPLE INC
6.33%
NVIDIA Corporation
7.54%
NVIDIA CORP
5.31%
Apple Inc
7.06%
MICROSOFT CORP
5.11%
Microsoft Corporation
6.19%
AMAZON.COM INC
3.44%
Amazon.com Inc
3.81%
META PLATFORMS INC CL A
2.52%
Broadcom Inc
3.21%
ALPHABET INC CL A
1.72%
Alphabet Inc Class A
3.19%
BERKSHIRE HATHAWAY INC CL B
1.63%
Alphabet Inc Class C
2.56%
BROADCOM INC
1.61%
Meta Platforms Inc.
2.36%
ALPHABET INC CL C
1.42%
Tesla Inc
2.05%
TESLA INC
1.42%
Berkshire Hathaway Inc
1.61%
Related Comparisons
FSKAX
The fund normally invests at least 80% of assets in common stocks included in the Dow Jones U.S. Total Stock Market Index, which represents the performance of a broad range of U.S. stocks. The index is a float-adjusted market capitalization-weighted index of approximately 5,000 common stocks of companies headquartered in the United States, on a primary U.S. exchange.
SPY
The trust seeks to achieve its investment objective by holding a portfolio of the common stocks that are included in the index, with the weight of each stock in the portfolio substantially corresponding to the weight of such stock in the index.
Sector Breakdown
FSKAX
SPY