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National Post
8 hours ago
- Business
- National Post
SBC Medical added to membership of Russell 3000® Index
Article content IRVINE, Calif. — SBC Medical Group Holdings Incorporated (Nasdaq: SBC) ('SBC Medical'), a global franchise and provider of services for aesthetic clinics, has been added as a member of the broad-market Russell 3000 ® Index, effective after the US market opens on June 30, as part of the 2025 Russell indexes reconstitution. Membership in the Russell 3000 ® Index, which remains in place for one year, means automatic inclusion in the large-cap Russell 1000 ® Index or small-cap Russell 2000 ® Index as well as the appropriate growth and value style indexes. Article content Russell indexes are widely used by investment managers and institutional investors for index funds and as benchmarks for active investment strategies. According to the data as of the end of June 2024, about $10.6 trillion in assets are benchmarked against the Russell US indexes, which belong to FTSE Russell, the global index provider. Article content Article content Fiona Bassett, CEO of FTSE Russell, An LSEG Business, comments: 'The Russell indexes have continuously adapted to the evolving dynamic US economy, and it's crucial to fully recalibrate the suite of Russell US Indexes, ensuring the indexes maintain an accurate representation of the market. The transition to a semi-annual reconstitution frequency from 2026 will ensure our indexes continue to represent the market and maintain the purpose of the index as a portfolio benchmark.' Article content For more information on the Russell 3000 ® Index and the Russell indexes reconstitution, go to the 'Russell Reconstitution' section on the FTSE Russell website. Article content About SBC Medical Article content SBC Medical, headquartered in Irvine, California and Tokyo, Japan, owns and provides management services and products to cosmetic treatment centers. The Company is primarily focused on providing comprehensive management services to franchisee clinics, including but not limited to advertising and marketing needs across various platforms (such as social media networks), staff management (such as recruitment and training), booking reservations for franchisee clinic customers, assistance with franchisee employee housing rentals and facility rentals, construction and design of franchisee clinics, medical equipment and medical consumables procurement (resale), the provision of cosmetic products to franchisee clinics for resale to clinic customers, licensure of the use of patent-pending and non-patented medical technologies, trademark and brand use, IT software solutions (including but not limited to remote medical consultations), management of the franchisee clinic's customer rewards program (customer loyalty point program), and payment tools for the franchisee clinics. Article content For more information, visit About FTSE Russell, an LSEG Business FTSE Russell is a global index leader that provides innovative benchmarking, analytics and data solutions for investors worldwide. FTSE Russell calculates thousands of indexes that measure and benchmark markets and asset classes in more than 70 countries, covering 98% of the investable market globally. FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. Approximately $18.1 trillion is benchmarked to FTSE Russell indexes. Leading asset owners, asset managers, ETF providers and investment banks choose FTSE Russell indexes to benchmark their investment performance and create ETFs, structured products and index-based derivatives. A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on applying the highest industry standards in index design and governance and embraces the IOSCO Principles. FTSE Russell is also focused on index innovation and customer partnerships as it seeks to enhance the breadth, depth and reach of its offering. Article content FTSE Russell is wholly owned by London Stock Exchange Group. Article content Forward-Looking Statements Article content This press release contains forward-looking statements. Forward-looking statements are not historical facts or statements of current conditions, but instead represent only the Company's beliefs regarding future events and performance, many of which, by their nature, are inherently uncertain and outside of the Company's control. These forward-looking statements reflect the Company's current views with respect to, among other things, the Company's product launch plans and strategies; growth in revenue and earnings; and business prospects. In some cases, forward-looking statements can be identified by the use of words such as 'may,' 'should,' 'expects,' 'anticipates,' 'contemplates,' 'estimates,' 'believes,' 'plans,' 'projected,' 'predicts,' 'potential,' 'targets' or 'hopes' or the negative of these or similar terms. The Company cautions readers not to place undue reliance upon any forward-looking statements, which are current only as of the date of this release and are subject to various risks, uncertainties, assumptions, or changes in circumstances that are difficult to predict or quantify. The forward-looking statements are based on management's current expectations and are not guarantees of future performance. The Company does not undertake or accept any obligation to release publicly any updates or revisions to any forward-looking statements to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statement is based, except as required by law. Factors that may cause actual results to differ materially from current expectations may emerge from time to time, and it is not possible for the Company to predict all of them; such factors include, among other things, changes in global, regional, or local economic, business, competitive, market and regulatory conditions, and those listed under the heading 'Risk Factors' and elsewhere in the Company's filings with the U.S. Securities and Exchange Commission (the 'SEC'), which are accessible on the SEC's website at Article content Article content Article content
Yahoo
8 hours ago
- Business
- Yahoo
SBC Medical added to membership of Russell 3000® Index
IRVINE, Calif., June 27, 2025--(BUSINESS WIRE)--SBC Medical Group Holdings Incorporated (Nasdaq: SBC) ("SBC Medical"), a global franchise and provider of services for aesthetic clinics, has been added as a member of the broad-market Russell 3000® Index, effective after the US market opens on June 30, as part of the 2025 Russell indexes reconstitution. Membership in the Russell 3000® Index, which remains in place for one year, means automatic inclusion in the large-cap Russell 1000® Index or small-cap Russell 2000® Index as well as the appropriate growth and value style indexes. Russell indexes are widely used by investment managers and institutional investors for index funds and as benchmarks for active investment strategies. According to the data as of the end of June 2024, about $10.6 trillion in assets are benchmarked against the Russell US indexes, which belong to FTSE Russell, the global index provider. Fiona Bassett, CEO of FTSE Russell, An LSEG Business, comments:"The Russell indexes have continuously adapted to the evolving dynamic US economy, and it's crucial to fully recalibrate the suite of Russell US Indexes, ensuring the indexes maintain an accurate representation of the market. The transition to a semi-annual reconstitution frequency from 2026 will ensure our indexes continue to represent the market and maintain the purpose of the index as a portfolio benchmark." For more information on the Russell 3000® Index and the Russell indexes reconstitution, go to the "Russell Reconstitution" section on the FTSE Russell website. About SBC Medical SBC Medical, headquartered in Irvine, California and Tokyo, Japan, owns and provides management services and products to cosmetic treatment centers. The Company is primarily focused on providing comprehensive management services to franchisee clinics, including but not limited to advertising and marketing needs across various platforms (such as social media networks), staff management (such as recruitment and training), booking reservations for franchisee clinic customers, assistance with franchisee employee housing rentals and facility rentals, construction and design of franchisee clinics, medical equipment and medical consumables procurement (resale), the provision of cosmetic products to franchisee clinics for resale to clinic customers, licensure of the use of patent-pending and non-patented medical technologies, trademark and brand use, IT software solutions (including but not limited to remote medical consultations), management of the franchisee clinic's customer rewards program (customer loyalty point program), and payment tools for the franchisee clinics. For more information, visit About FTSE Russell, an LSEG Business FTSE Russell is a global index leader that provides innovative benchmarking, analytics and data solutions for investors worldwide. FTSE Russell calculates thousands of indexes that measure and benchmark markets and asset classes in more than 70 countries, covering 98% of the investable market globally. FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. Approximately $18.1 trillion is benchmarked to FTSE Russell indexes. Leading asset owners, asset managers, ETF providers and investment banks choose FTSE Russell indexes to benchmark their investment performance and create ETFs, structured products and index-based derivatives. A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on applying the highest industry standards in index design and governance and embraces the IOSCO Principles. FTSE Russell is also focused on index innovation and customer partnerships as it seeks to enhance the breadth, depth and reach of its offering. FTSE Russell is wholly owned by London Stock Exchange Group. For more information, visit FTSE Russell. Forward-Looking Statements This press release contains forward-looking statements. Forward-looking statements are not historical facts or statements of current conditions, but instead represent only the Company's beliefs regarding future events and performance, many of which, by their nature, are inherently uncertain and outside of the Company's control. These forward-looking statements reflect the Company's current views with respect to, among other things, the Company's product launch plans and strategies; growth in revenue and earnings; and business prospects. In some cases, forward-looking statements can be identified by the use of words such as "may," "should," "expects," "anticipates," "contemplates," "estimates," "believes," "plans," "projected," "predicts," "potential," "targets" or "hopes" or the negative of these or similar terms. The Company cautions readers not to place undue reliance upon any forward-looking statements, which are current only as of the date of this release and are subject to various risks, uncertainties, assumptions, or changes in circumstances that are difficult to predict or quantify. The forward-looking statements are based on management's current expectations and are not guarantees of future performance. The Company does not undertake or accept any obligation to release publicly any updates or revisions to any forward-looking statements to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statement is based, except as required by law. Factors that may cause actual results to differ materially from current expectations may emerge from time to time, and it is not possible for the Company to predict all of them; such factors include, among other things, changes in global, regional, or local economic, business, competitive, market and regulatory conditions, and those listed under the heading "Risk Factors" and elsewhere in the Company's filings with the U.S. Securities and Exchange Commission (the "SEC"), which are accessible on the SEC's website at View source version on Contacts SBC Medical Group Holdings Incorporated (Asia)Hikaru Fukui / Head of Investor Relations E-mail: ir@ ICR LLC (In the US)Bill Zima / Managing Partner Email: Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Forbes
10 hours ago
- Business
- Forbes
Should You Add Fossil Fuels To Your Retirement Investment Portfolio?
Potential alternatives to having fossil fuel producers in your retirement investment portfolio Many investors believe that fossil fuels are essential for strong retirement investment returns. But is that actually true? In this article, we test that assumption—comparing the performance of portfolios with and without fossil fuel exposure. While we focus mainly on investment performance (also known as risk-adjusted return), we also explore considerations for those who care about aligning their portfolio with environmental values. We'll break down investment performance, explore fossil fuel-free indexes, and offer practical steps for values-minded investors. Whether you're saving through a Roth IRA, Roth 401(k), or taxable account, it's worth understanding your options. Retirement Investment: Discerning Fossil Fuels Role In Investing When people talk about investment selection, they often mention two styles of investing: passive and active. Passive investors believe markets are efficient enough that trying to 'beat the market' is a losing game. Instead, they invest in index funds that aim to match the performance of a broad market benchmark, such as the Standard and Poors (S&P) 500 or the MSCI All Country World Index (ACWI), while keeping fees low. But passive investing still involves making asset allocation choices—specifically, choosing which mutual index to track and finding a mutual fund or exchange traded fund that tracks that index. For example, the S&P 500 selects the largest 500 US companies. The MSCI All Country World Index (MSCI ACWI) captures Large and Mid-cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries. With 2,559 constituents, the index covers approximately 85% of the global investable equity opportunity set. If you're like many retirement savers, you may already be invested passively through a Vanguard Target Retirement Fund in your 401(k). While these are passive by design, the mix of index funds they include is determined by a portfolio manager. Once the allocation is set, the fund simply tracks its chosen indexes—regardless of what industries (fossil fuels or otherwise) those indexes contain. The following index funds represent the Vanguard Target Retirement 2050 Series portfolio: By contrast, active investing means trying to beat the market by choosing specific stocks, sectors, or timing. This might include increasing investments in fossil fuel stocks or technology stocks that vary from the index benchmark. Active investing involves choosing individual stocks or sectors—like fossil fuels—with the hope of outperforming a market index. But what if there was a way to invest in the same index, minus the fossil fuels? Retirement Investment and a Fossil Fuel-Free Index The MSCI ACWI is a common benchmark used in diversified global portfolios. MSCI also offers a fossil fuel-free version, called the MSCI ACWI ex Fossil Fuels Index. This index removes companies that own fossil fuel reserves or are involved in oil, coal, or gas production. According to MSCI's fact sheet, the fossil fuel-free version has consistently delivered similar or better performance over many periods. In fact, it has often done so with slightly less risk. As always, past performance isn't a guarantee of future results. But today's data offers something important: you don't have to sacrifice returns to align your investments with your values. Unfortunately, you cannot directly invest in an index. You will have to find investments that track the index or seeks to benchmark against it to invest in. A couple options will be included later. MSCI ACWI vs MSCI ACWI ex Fossil Fuels Comparison Let's put some dollars against the numbers in the fact sheet. Here are some detailed comparisons for two investors—one in the MSCI ACWI and the other in the MSCI ACWI ex Fossil Fuels index—across two investment strategies. Here are the visual comparisons: Lump Sum Investment ($100,000 at Start) Year MSCI ACWI MSCI ACWI ex Fossil Fuels 0 $100,000 $100,000 1 $113,650 $114,720 3 $141,625 $143,449 5 $187,280 $185,880 10 $242,222 $248,049Systematic Investment ($10,000 annually for 10 years) Year MSCI ACWI MSCI ACWI ex Fossil Fuels 0 $0 $0 1 $10,000 $10,000 3 $33,841 $33,997 5 $65,280 $65,060 10 $153,754 $155,677 As you can see from the data, either from a lump sum or systematic investing perspective, the fossil fuel free index wins over a historical 10 year period. Ways to Incorporate Fossil Fuel-Free in Your Retirement Investments If you want to invest in a fossil fuel-free global portfolio, you don't need to be a stock picker or hire a hedge fund manager. You can invest through low-cost ETFs that track these indexes. Sphere The Sphere 500 Fossil-Free Index tracks the Top 500 US companies by market capitalization minus 93 fossil fuel and related companies: The independent non-profit As You Sow creates the list of fossil fuel and other companies that are excluded. Green Century Green Century is a mutual fund manager that provides several fossil fuel free mutual funds. Two are index fund based and the other actively managed. The Green Century Equity Fund seeks to achieve its objective by investing in the stocks of the companies that make up the MSCI KLD 400 Social ex Fossil Fuels Index, a custom index calculated by MSCI, Inc. The International Index Fund tracks the MSCI World ex USA SRI ex Fossil Fuels Index. This Index is composed of the common stocks of the approximately 240 companies in the MSCI World ex USA SRI Index that is then customized for Green Century to eliminate the stocks of companies that explore for, process, refine or distribute coal, oil, or gas, or produce or transmit electricity derived from fossil fuels, or have carbon reserves. The Balanced Fund is an actively managed fund comprised of equities and fixed-income securities. It typically holds 60% to 70% of its net assets in multi-cap stocks and 30% to 40% in investment-grade quality bonds. The Balanced Fund was an early investor in green bonds and now has more than 74% of its fixed-income portfolio in green and sustainable bonds.[1] As You Sow's Fossil Fuel Free Funds Research As You Sow provides a publicly available Fossil Fuel Funds Free research tool. You will find that it's methodology and evaluation may vary from the other providers discussed earlier. There research highlights that some mutual fund companies may score high that don't scream like they are fossil fuel free. For example, the Amana Growth Fund doesn't have Green in its name but gets an A grade. All of the funds listed in this article do not constitute an investment recommendation. I am providing these as examples to encourage you to do your own research or find an investment advisor that is knowledgeable in this area. There are even professional tools that go beyond what I've shown. Final Thoughts on Fossil Fuel Free Retirement Investments For years, the narrative was that investing according to your values—such as avoiding fossil fuels—meant settling for lower returns. But that argument is no longer supported by the data presented today. So, if you're wondering whether fossil fuels deserve a place in your portfolio, should focus on your goals, your values, and what you believe about the future of energy and the economy. This article shows that fossil fuel-free retirement investments don't automatically mean sacrificing return. Related Reading: Evaluating Risk-Adjusted Returns: The Key To Smarter Investing Social Values-Adjusted Investment Returns: Balancing Profit & Purpose
Yahoo
3 days ago
- Business
- Yahoo
Genius Sports Announces Addition to Russell 3000® Index
LONDON & NEW YORK, June 25, 2025--(BUSINESS WIRE)--Genius Sports Limited ("Genius Sports") (NYSE:GENI) has been added as a member of the broad-market Russell 3000® Index, effective after the US market opens on June 30, as part of the 2025 Russell indexes reconstitution. The annual reconstitution of the Russell US indexes captures the 4,000 largest US stocks as of April 30, ranking them by total market capitalization. Membership in the Russell 3000® Index, which remains in place for one year, means automatic inclusion in the large-cap Russell 1000® Index or small-cap Russell 2000® Index as well as the appropriate growth and value style indexes. FTSE Russell determines membership for its Russell indexes primarily by objective, market-capitalization rankings and style attributes. "Inclusion in the Russell 3000® Index marks an important milestone in Genius Sports' journey as a public company," said Mark Locke, CEO of Genius Sports. "This recognition enhances our visibility and broadens our reach with institutional investors as we continue to execute on our strategic plan." Russell indexes are widely used by investment managers and institutional investors for index funds and as benchmarks for active investment strategies. According to data as of the end of June 2024, about $10.6 trillion in assets are benchmarked against the Russell US indexes, which belong to FTSE Russell, the global index provider. For more information on the Russell 3000® Index and the Russell indexes reconstitution, go to the "Russell Reconstitution" section on the FTSE Russell website. About Genius Sports Genius Sports is the official data, technology and broadcast partner that powers the global sports, betting and media ecosystem. Our technology is used in over 150 countries worldwide, creating highly immersive products that enrich fan experiences across the entire sports industry. We are the trusted partner to over 700 sports organizations, including many of the world's largest leagues, teams, sportsbooks, brands and broadcasters, such as the NFL, English Premier League, NCAA, DraftKings, FanDuel, bet365, Coca-Cola, EA Sports, CBS, NBC and ESPN. Genius Sports is uniquely positioned through AI, computer vision and big data to power the future of sports fan experiences. From delivering augmented broadcasts and enhanced highlights, to automated officiating tools, immersive betting solutions and personalized marketing activations, we connect the entire sports value chain from the rights holder all the way through to the fan. About FTSE Russell, an LSEG Business FTSE Russell is a global index leader that provides innovative benchmarking, analytics and data solutions for investors worldwide. FTSE Russell calculates thousands of indexes that measure and benchmark markets and asset classes in more than 70 countries, covering 98% of the investable market globally. FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. Approximately $18.1 trillion is benchmarked to FTSE Russell indexes. Leading asset owners, asset managers, ETF providers and investment banks choose FTSE Russell indexes to benchmark their investment performance and create ETFs, structured products and index-based derivatives. A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on applying the highest industry standards in index design and governance and embraces the IOSCO Principles. FTSE Russell is also focused on index innovation and customer partnerships as it seeks to enhance the breadth, depth and reach of its offering. FTSE Russell is wholly owned by London Stock Exchange Group. For more information, visit FTSE Russell. View source version on Contacts Media Chris Dougan, Chief Communications Officer+1 (202) Investors Brandon Bukstel, Investor Relations Manager+1 (954) Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Forbes
4 days ago
- Business
- Forbes
Vanguard Vs. Fidelity Index Funds: Which Is Best For Your Investments In 2025?
Vanguard and Fidelity have sufficient index fund options to fulfill simple or complex investing ... More strategies. Vanguard and Fidelity offer popular index funds with competitive expense ratios. Is one fund family better for your investment portfolio than the other? This detailed comparison of Vanguard and Fidelity index funds—covering fees, performance and selection—helps you decide. Vanguard Index Funds Overview One fun fact sums up Vanguard's investment philosophy: Under the direction of company founder John Bogle, Vanguard created the world's first index fund in 1976. Bogle's innovation gave investors convenient access to a low-cost portfolio that could be held for decades. Bogle also decided to market Vanguard funds directly to investors, bypassing brokers, and to eliminate sales loads. Both moves, unconventional in the 1970s, showed Vanguard's commitment to the individual investor's success. The move to drop sales charges has spared investors from hundreds of millions in fees over the past several decades. Today, Vanguard retains its reputation as a leader in low-cost funds and a champion of retail investors. Fidelity Index Funds Overview According to Morningstar, Fidelity is the third-largest fund family after Vanguard and BlackRock in terms of U.S. market concentration. The company was formed to take over the Fidelity Fund in 1946 and launched its first index fund in 1988. Fidelity's index fund strategy emphasizes low costs and fund performance that aligns closely to the target index. Both objectives benefit index fund investors by minimizing dilution of underlying investment returns. Comparing Vanguard and Fidelity Index Funds Below are head-to-head comparisons for Vanguard and Fidelity on expense ratios, fund selection, fund performance and minimum investment requirements. Vanguard expense ratios on index funds with investment minimums of $3,000 or less range from 0.03% to 0.2%. Per author calculations, the average expense ratio is 0.07%, which equates to $7 annually for every $10,000 invested. Fidelity expense ratios across 82 index funds for retail investors range from 0% to 0.4%. The average is 0.12%, per author calculations. This translates to $12 annually per $10,000 invested. Vanguard has the lower average expense ratio, but Fidelity offers a selection of zero-expense funds. Also, Fidelity's S&P 500 fund, FXAIX, has lower expenses than Vanguard's S&P 500 portfolios. FXIAX charges 0.015%, while Vanguard's VOO ETF and VFAIX fund charge 0.03% and 0.04%, respectively. Both companies beat broader expense ratio averages. A Morningstar report concludes that the average fees for passively managed funds in 2023 was 0.55%. Vanguard has more index funds with low investment minimums than Fidelity, but both families cover these popular market segments: Cryptocurrency is one point of differentiation and Fidelity has the edge. Fidelity has funds stocked with bitcoin (FBTC) and ethereum (FETH). Vanguard does not offer crypto funds. Performance comparisons for index funds can be tricky because the underlying index is primarily responsible for defining the portfolio. So, the comparison is most telling when two funds are targeting the same index. In that case, sampling methods and trading efficiency can introduce a higher-than-necessary tracking error—causing one fund to underperform. The table below compares returns for S&P 500 funds and U.S. bond market funds from both families. Fidelity performed slightly better on the S&P 500 fund and in the one-year period for the bond fund. Lower expense ratios on the two Fidelity mutual funds contribute to the outperformance. More generalized comparisons can be made between funds that offer similar exposures but rely on different target indexes. The index gets most of the credit for outperformance, particularly when both compared funds have low tracking errors. Even so, the fund family can take responsibility for choosing the stronger index. This table compares Vanguard and Fidelity funds with similar strategies, implemented through different target indexes. You can see the performance gaps are larger vs. the prior comparison. The Vanguard index funds mostly outperformed here, despite Fidelity's funds having lower expense ratios. Both Vanguard and Fidelity have at least 80 index funds with a $0 or $1 investment minimum. These are predominantly exchange-traded funds. Vanguard additionally has about 50 mutual funds with a $3,000 minimum investment. Which Is Better For Beginner Investors? Both Vanguard and Fidelity are appropriate for beginner investors. Those who plan to own only an S&P 500 fund and a bond fund might earn slightly higher returns with Fidelity, thanks to the ultra-low expense ratios. On the other hand, Vanguard's website and fund research tools are somewhat easier to navigate than Fidelity's. Fortunately, choosing one fund family doesn't mean you give up access to the other. If you are trading in a Vanguard brokerage account, you may pay extra fees to buy Fidelity mutual funds and vice versa. You can avoid the fees by purchasing ETFs instead or by opening a new account with the other fund family. Expert Opinions And Analysis Morningstar is a leading researcher of mutual funds and fund families. The company's Fund Family Digest summarizes research and ratings on the 150 largest fund families in the U.S. According to the 2024 Fund Family Digest, Vanguard is the largest fund family with $8.5 trillion in U.S. assets under management (AUM). Fidelity is ranked third with $2.95 trillion in AUM. Vanguard also has the highest Parent Rating by Morningstar Manager Research analysts. Only 10 fund families earn this rating, based on manager tenure, risk management, performance, fees and other factors. Additionally, 99% of Vanguard's assets are in share classes with Gold, Silver or Bronze Medalist Ratings. Morningstar analysts assign these ratings to funds that are expected to outperform their category index after fees. Fidelity's parent rating is Above Average and 95% of its assets are in funds with Gold, Silver or Bronze Medalist Ratings. Is Vanguard Or Fidelity Better For Your Investments? Vanguard and Fidelity have sufficient index fund options to fulfill simple or complex investing strategies. Fidelity does have cryptocurrency funds, which may be an advantage if bitcoin or ethereum exposure is part of your allocation plan. Vanguard has more assets under management and slightly higher Morningstar ratings, implying a more stable fund management team and better performance potential. Bottom Line You can implement many passive investment portfolios with Vanguard or Fidelity. To choose the right family, review and See if one brand speaks to you over the other. If not, identify which exposures you'll invest in first, such as the S&P 500 or all U.S. stocks. Compare your options across the two families and select the one with lower tracking errors. That hopefully keeps much of the underlying investment returns flowing into your net worth.
