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Data as of 6/30/2026

FXAIX

IVV

SWPPX

VFIAX

Name Fidelity 500 Index iShares Core S&P 500 ETF Schwab® S&P 500 Index Vanguard 500 Index Admiral
Category Large Blend Large Blend Large Blend Large Blend
Index Fund
Inception Date 05/04/2011 05/15/2000 05/19/1997 11/13/2000
Return 1-Month -1.0% D -1.0% D -1.0% D -1.0% D
Return 3-Month 15.2% B 15.2% C 15.2% B 15.2% B
Return YTD 10.2% B 10.2% C 10.1% B 10.2% B
Return 1-Year 22.3% B 22.3% B 22.3% B 22.3% B
Return 3-Year 20.6% B 20.6% B 20.6% B 20.6% B
Return 5-Year 13.4% A 13.4% B 13.4% B 13.4% B
Category Risk Index 0.99 C 0.97 B 0.99 C 0.99 C
Total Risk Index 1.07 1.07 1.07 1.07
Turnover 3.0% 3.0% 3.0% 2.0%
Expense Ratio 0.02% A 0.03% A 0.02% A 0.04% A
Fund Family Fidelity Investments iShares Schwab Funds Vanguard

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