Page 30 - AugDefComp
P. 30
8.69
33.4
52.66
Fidelity vs Vanguard Small Cap Index
59.37
Small Cap Index
36.76
0.41 6.86 Micro Small Mid Large Vanguard Fidelity Vanguard Fidelity CRSP US Small Cap Index Russell 2000 Index $6.01 Bil $2.72 Bil 1,533 2,038 3% 3% 0.04% 0.025% *Expense ratios representative of Fidelity “Institutional” share classes and Vanguard “Institutional” share classes. 6 © 2022 Innovest Portfolio Solutions, LLC
0.34
0
Mega
0
Benchmark Avg. Market Cap Index Holdings % Holdings T10 Expense Ratio*
70 60 50 40 30 20 10 0 Fund

