Personal Finance (Not Investing) • Move VG Roth to Fidelity for ZERO fund?

...
The expense was extremely low for VTSAX, however, it’s not zero.
...
It appears the Fidelity ZERO Large Cap Index Fund (FNILX) more closely resembles the S&P 500 index vanguard offers...

If you want zero ER and something that tracks the S&P 500, how about BNY Mellon US Large Cap Core Equity ETF , ticker BKLC?

You can trade it at any brokerage. It won't suffer from the lock-in of the Fidelity Zero mutual funds.

That’s a helpful idea.
Do you invest in BKLC? Is there a catch? Do they have an unusual Bid/ask spread?

I did see some articles about the possibility that fees eventually increase but that wouldn’t matter inside a Roth as I could just swap later if that ever happened. So this might be exactly what I was looking for. But before I execute is there any hidden type fee to note?

Statistics: Posted by dave.m — Fri Feb 07, 2025 11:01 pm — Replies 84 — Views 5186

---