Looking for a compelling index fund in which to invest? Don't have much money with which to do so? Then consider the Vanguard S&P 500 Growth Index Fund ETF (NYSEMKT: VOOG). Here's a look at why this exchange-traded fund (ETF) is compelling and how it might boost your wealth over time, along with a look at index funds themselves. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technolog ...

登录新浪财经APP 搜索【信披】查看更多考评等级 经向上海证券交易所申请，国联基金管理有限公司旗下部分上交所ETF将自2026年2月2日起变更扩位证 券简称，涉及基金及变更情况如下： ■ （1）基金代码、基金名称等其他事项保持不变。 （2）本次基金变更上述扩位证券简称的事项不涉及对基金合同、托管协议的修订，不涉及变更基金合 同当事人的权利和义务，对基金份额持有人的权益无实质性影响，不需要召开基金份额持有人大会。 （3）咨询办法：如有疑问，请拨打本基金管理人客户服务电话400-160-6000，010-56517299或登录本公 司网站（www.glfund.com）获取相关信息。 风险提示：本公司承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不保证基金一定盈利，也 不保证最低收益。基金的过往业绩及其净值高低并不预示其未来业绩表现。基金投资有风险，投资者投 资基金前应认真阅读基金的《基金合同》、《招募说明书》等文件，了解所投资基金的风险收益特征， 并根据自身情况购买与本人风险承受能力相匹配的产品。敬请投资者留意投资风险。 特此公告。 国联基金管理有限公司 2026年1月30日 国联中证500交易型开放式指 ...

Core Viewpoint - The Schwab International Equity ETF (NYSEMKT: SCHF) is highlighted as a strong investment option for those seeking long-term returns through international equity exposure [1]. Fund Overview - The Schwab International Equity ETF is an exchange-traded fund (ETF) that focuses on over 1,400 non-U.S. companies, contrasting with the S&P 500 index which includes 500 major American companies [2]. Performance Metrics - The ETF has shown impressive performance with average annual returns of 16.59% over the past 3 years, 9.39% over the past 5 years, 10.40% over the past 10 years, and 6.87% over the past 15 years [3]. Cost and Yield - The ETF features a low annual fee of 0.03%, translating to a cost of $3 per year for every $10,000 invested, and offers a solid dividend yield of 3.4% [5]. Holdings - Recent top holdings in the fund include ASML Holding, Samsung Electronics, Roche Holding, HSBC Holding, and Novartis AG, indicating a diverse portfolio of significant foreign companies [6]. Market Dynamics - The ETF is market-cap weighted, meaning larger companies have a greater influence on its performance, which can be both a risk and an advantage depending on market conditions [8].

Core Insights - The S&P 500 is experiencing unprecedented concentration, with the 10 largest companies accounting for about 40% of the index's weight, significantly above the long-term average of approximately 20% [1][2] Group 1: Market Concentration - Analysts express concern that high concentration may lead to lower S&P 500 returns over the next decade compared to a less concentrated market [2] - The top 10 stocks in the S&P 500 account for 35% of the index's earnings, making the current weight of 40% reasonable [6] Group 2: Investment Alternatives - The Invesco S&P 500 Revenue ETF tracks the S&P 500 but weights stocks based on trailing-12-month revenue, imposing a 5% weight cap on individual stocks [3][5] - The Invesco S&P 500 Equal Weight ETF measures performance by giving equal weight to all constituents, eliminating concentration risk entirely [8][9] Group 3: Performance and Fees - The Invesco S&P 500 Revenue ETF has returned 545% since its inception in 2008, while the S&P 500 has returned 630%, indicating potential for continued underperformance due to concentration risk [6][10] - The Invesco S&P 500 Revenue ETF has a relatively high expense ratio of 0.39%, while the Invesco S&P 500 Equal Weight ETF has a lower expense ratio of 0.2%, making it a more cost-effective option for investors seeking exposure without concentration risk [7][11]

Core Insights - The introduction of exchange-traded funds (ETFs) in Canada in 1990 and their debut in the U.S. in 1993 marked a significant development in investment options, with the first U.S. ETF being the SPDR S&P 500 ETF [1][2] Growth of ETFs - ETFs have seen explosive growth, with a record $1.5 trillion invested in them in 2025, largely due to their nature as index funds and ease of trading [2] Investment Options - Vanguard is highlighted as a leading provider of ETFs, known for low fees and a variety of options suitable for different investor objectives [3][9] Broad-Market Index Funds - Key broad-market index funds include: - Vanguard S&P 500 ETF (VOO) with a 1.13% dividend yield and 5-year average annual return of 14.76% - Vanguard Total Stock Market ETF (VTI) with a 1.12% dividend yield and 5-year average annual return of 13.41% - Vanguard Total World Stock ETF (VT) with a 1.83% dividend yield and 5-year average annual return of 11.24% [5][6] Dividend and Income ETFs - ETFs focused on income through dividends include: - Vanguard Total Bond Market ETF (BND) with a 3.86% yield and a 5-year average annual return of (0.27%) - Vanguard Dividend Appreciation ETF (VIG) with a 1.62% yield and a 5-year average annual return of 11.67% - Vanguard High Dividend Yield Index Fund ETF (VYM) with a 2.44% yield and a 5-year average annual return of 12.72% [8][10]

Core Insights - The SPDR S&P 500 ETF Trust (SPY) and the iShares Russell 2000 ETF (IWM) serve distinct purposes in a diversified investment strategy, with SPY focusing on large-cap U.S. companies and IWM on small-cap domestic stocks [1][2] Cost & Size Comparison - SPY has a lower expense ratio of 0.09% compared to IWM's 0.19%, making it more attractive for fee-conscious investors [3] - As of December 31, 2025, SPY has a one-year return of 16.57% while IWM's is 12.04% [3] - SPY also offers a slightly higher dividend yield of 1.06% compared to IWM's 0.97% [3] - SPY has significantly higher assets under management (AUM) at $701 billion versus IWM's $72 billion [3] Performance & Risk Comparison - Over the past five years, SPY has shown stronger cumulative growth, with a growth of $1,843 from an initial investment of $1,000, compared to IWM's $1,259 [4] - SPY has a max drawdown of -24.50%, while IWM's max drawdown is -31.91%, indicating that SPY has experienced shallower losses during downturns [4] - IWM has a higher beta of 1.30 compared to SPY's beta of 1.00, reflecting greater volatility associated with small-cap stocks [3][4] Holdings Composition - SPY tracks the S&P 500 Index, holding 503 large-cap U.S. stocks, with a significant sector tilt towards technology (35%), financial services (13%), and communication services (11%) [5] - The top three holdings in SPY—Nvidia, Apple, and Microsoft—account for over 20% of its assets [5] - IWM, on the other hand, holds 1,961 small-cap stocks, with no single stock dominating its portfolio; its largest sectors are healthcare, financial services, and technology [6] - The top holdings in IWM—Credo Technology Group, Bloom Energy, and Fabrinet—represent less than 3% of total assets [6] Investment Implications - Large-cap stocks, represented by SPY, tend to be more stable during market volatility, while small-cap stocks, represented by IWM, can offer greater potential for explosive growth but come with higher volatility [8][9] - The recent performance of large companies, such as Nvidia, has led to SPY outperforming IWM in both 12-month and five-year total returns [10] - Investing in both large-cap and small-cap segments can help diversify a portfolio, although small-cap stocks may be more susceptible to price fluctuations [11]

Core Insights - A young adult with a median income can build a substantial investment portfolio through a disciplined saving strategy, with the median annual income for full-time workers aged 25 to 34 being approximately $60,000 as of September 2025, translating to about $45,500 after taxes [1] - Financial advisors recommend saving 20% of after-tax income for retirement, which amounts to $9,100 annually or $758 monthly for the median worker in this age group [1] Investment Strategy - Investing $375 monthly in the Vanguard S&P 500 ETF could grow to $798,600 over 30 years, generating $13,500 in annual dividend income [2][9] - The S&P 500 has achieved a total return of 1,860% over the last three decades, averaging 10.4% annually despite experiencing four bear markets and three recessions [8] Vanguard S&P 500 ETF Overview - The Vanguard S&P 500 ETF tracks the S&P 500 index, which includes 500 large U.S. stocks, covering about 80% of domestic equities and 40% of global equities by market capitalization [4] - The ETF has an expense ratio of 0.03%, significantly lower than the average expense ratio of 0.34% for U.S. index funds and mutual funds [4] Performance and Holdings - The five largest holdings in the Vanguard S&P 500 ETF are Nvidia (7.3%), Apple (7%), Microsoft (6.2%), Alphabet (5.7%), and Amazon (3.8%) [6] - The S&P 500 has outperformed most other asset classes over the last 20 years, with less than 12% of large-cap funds beating the index over the past 15 years [6] Future Projections - If the S&P 500 continues to return 8.4% annually (excluding dividends), a portfolio worth $798,600 could grow to $1.3 million in another five years, yielding $22,100 in annual dividend income [10]

this is fun and interestingcreator ETFsi) your fav CT person creates index fund of tokens, say ZEC, SOL, BTC, some shitcoin and mints their ETF sharesii) you buy their ETF shares if you think the person is a good decision makeriii) depending on how the ETF does, you can finally know if a given personality is a sound investor or a LARPiv) also useful for when friends ask you what to buy, they can just buy your ETFv) assuming the ETF does well, it also provides steady source of flows to the underlying and hel ...

From @WSJopinion: Mirror voting is simple and proven, and it doesn’t require dismantling the index-fund industry or imposing complex new regulations. It simply aligns governance with economic reality, writes @JanvanEck3.https://t.co/CC0fVgjRP2 ...

Core Insights - The years following 2020 have been characterized by significant economic fluctuations, including government stimulus, inflation, and increased borrowing costs [2][3] - During the pandemic, U.S. households accumulated approximately $2.3 trillion in excess savings, with the personal saving rate rising from 7.25% to nearly 18% [3] - By 2024, many Americans had depleted their savings, with only about half maintaining three months' worth of expenses [3] Savings Analysis - Saving $100 monthly from January 2020 to October 2025 totals $7,000 if kept in cash, but could grow to $7,635 in a high-yield savings account at 4% interest, or approximately $8,400 if invested in an index fund with a 7% annual return [5] - The importance of regular saving is emphasized, as missed opportunities for growth can significantly impact overall savings [6][7] Behavioral Insights - The unpredictability of recent years has highlighted the necessity of building a habit of saving, even in small amounts, to prepare for future financial stability [7]