These are the low-cost index funds and ETFs I personally use or recommend for a hands-off, tax-efficient investing strategy.
Comparison between Vanguard ETFs, Vanguard Index Mutual Funds, and Fidelity equivalents.
| Asset Class / Category | Vanguard ETF | Vanguard Mutual Fund | Fidelity Equivalent |
|---|---|---|---|
| Total Stock Market (US) | VTIVanguard Total Stock Market Index ETF | VTSAXVanguard Total Stock Market Index Fund | FSKAXFidelity Total Market Index Fund FZROXFidelity ZERO Total Stock Market Index |
| S&P 500 (Large Cap US) | VOOVanguard S&P 500 ETF | VFIAXVanguard 500 Index Fund | FXAIXFidelity 500 Index Fund |
| Emerging Markets | VWOVanguard FTSE Emerging Markets ETF | VEMAXVanguard Emerging Markets Stock Index Fund | FPADXFidelity Emerging Markets Index Fund |
| Large Cap Growth | VUGVanguard Growth ETF | VIGAXVanguard Growth Index Fund | FSPGXFidelity Large Cap Growth Index Fund |
| Real Estate (REITs) | VNQVanguard Real Estate ETF | VGSLXVanguard Real Estate Index Fund | FSRNXFidelity Real Estate Index Fund |
| Information Technology | VGTVanguard Information Technology ETF | VITAXVanguard Information Technology Index Fund | FTECFidelity MSCI Information Technology Index ETF |
| Total International / World Stock | VTVanguard Total World Stock ETF | VTWAXVanguard Total World Stock Index Fund | FTIHXFidelity Total International Index Fund |
My top pick for Backdoor Roths, Mega Backdoor Roths, and automation-friendly investing. Rock-solid platform, zero expense-ratio index funds (FZROX), and zero fees.
Best for self-directed investing. Buy and sell stocks, ETFs, mutual funds, and bonds with zero commissions. Ideal for investors wanting clean automation and reliable recurring trades.