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Educational, not a recommendation
Total US market
Large, mid, and small US companies in a single fund. How the broad market options compare.
Expense ratios, holdings, scoring
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Nasdaq
Weighted more heavily toward technology than the broad market. The guide covers what that concentration means for risk as well as return.
Expense ratios, holdings, scoring
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S&P 500
The 500 largest US companies by market value. Compare the main funds tracking that index and see where they differ.
Expense ratios, holdings, scoring
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Company size and style
Narrower slices of the US market
Mid-cap
Companies in the middle of the market by size. Where the available funds draw the line, and how much that changes what you own.
Expense ratios, holdings, scoring
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Small-cap
Smaller US companies, which have historically moved further in both directions than large ones. The guide shows the swings alongside the returns.
Expense ratios, holdings, scoring
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Dividend
Funds built around companies that pay regular cash dividends. How the screening rules differ from one fund to the next.
Expense ratios, holdings, scoring
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Outside US stocks
Other places money commonly gets invested
International
Companies based outside the United States, across developed and emerging markets. The guide covers currency effects and country mix.
Expense ratios, holdings, scoring
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Bonds
Loans to governments and companies rather than ownership in them. Lower expected return than stocks, and historically smaller swings.
Expense ratios, holdings, scoring
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More tools are in the works. This page will grow as they are ready.
An expense ratio is the yearly fee a fund charges, shown as a percentage of the amount you have invested. A fund’s holdings are the individual securities it owns.
These guides are educational and are not a recommendation to buy or sell any security. Fund comparisons rely on publicly available data as of the date shown in each guide and may change. Advizmo does not receive compensation from any fund company for inclusion in these guides.
Investing involves risk, including possible loss of principal. Past performance does not indicate future results. Advizmo is a trade name of TalkAboutHealth, Inc., an investment adviser registered with the Securities and Exchange Commission, SEC File No. 801-133876. Registration does not imply a certain level of skill or training. Nothing here is tax advice.
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