What index fund has the highest ROI? (2024)

What index fund has the highest ROI?

UTI Nifty200 Momentum 30 Index Fund

Since its inception, it has consistently provided an average annual return of 19.74 percent. Investors seeking higher returns through a momentum-based approach with increased risk can consider this top index fund.

Which index fund gives highest return?

UTI Nifty200 Momentum 30 Index Fund

Since its inception, it has consistently provided an average annual return of 19.74 percent. Investors seeking higher returns through a momentum-based approach with increased risk can consider this top index fund.

What index fund has the highest return rate?

Top S&P 500 index funds in 2024
Fund (ticker)5-year annual returnsExpense ratio
SPDR S&P 500 ETF Trust (SPY)15.2%0.095%
iShares Core S&P 500 ETF (IVV)15.2%0.03%
Schwab S&P 500 Index (SWPPX)15.2%0.02%
Vanguard 500 Index Fund (VFIAX)15.2%0.04%
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5 days ago

Which investment has the highest ROI?

The U.S. stock market has long been considered the source of the greatest returns for investors, outperforming all other types of investments including financial securities, real estate, commodities, and art collectibles over the past century.

Which index funds outperform the S&P 500?

10 funds that beat the S&P 500 by over 20% in 2023
Fund2023 performance (%)3yr performance (%)
MS INVF US Insight52.26-47.18
Sands Capital US Select Growth Fund51.3-20.88
Natixis Loomis Sayles US Growth Equity49.5626.07
T. Rowe Price US Blue Chip Equity49.545.81
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Jan 4, 2024

What are the top three index funds?

5 of the best index funds tracking the S&P 500
Index fundMinimum investmentExpense ratio
Schwab S&P 500 Index Fund (SWPPX)No minimum.0.02%.
Fidelity 500 Index Fund (FXAIX)No minimum.0.015%.
Fidelity Zero Large Cap Index (FNILX)No minimum.0.0%.
T. Rowe Price Equity Index 500 Fund (PREIX)$2,500.0.20%.
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Mar 1, 2024

What is a good rate of return on index funds?

Attractive returns: Like all stocks, major indexes will fluctuate. But over time indexes have made solid returns, such as the S&P 500's long-term record of about 10 percent annually. That doesn't mean index funds make money every year, but over long periods of time that's been the average return.

Is it wise to invest in VOO?

Vanguard S&P 500 ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, VOO is a great option for investors seeking exposure to the Style Box - Large Cap Blend segment of the market.

What is the 10 year return of the S&P 500?

S&P 500 10 Year Return is at 174.1%, compared to 171.8% last month and 162.1% last year. This is higher than the long term average of 114.2%.

How do you get 100% ROI?

How Do You Calculate Return on Investment (ROI)? Return on investment (ROI) is calculated by dividing the profit earned on an investment by the cost of that investment. For instance, an investment with a profit of $100 and a cost of $100 would have an ROI of 1, or 100% when expressed as a percentage.

What investment guarantees 10% return?

Outside of Treasury bills, there's no such thing as a guaranteed return on investment. And if someone is promising you a guaranteed 10% return on investment, don't believe them — there's no such thing (and if there was, they wouldn't be telling you about it).

What is a better investment than index funds?

ETFs may be more accessible and easier to trade for retail investors because they trade like shares of stock on exchanges. They also tend to have lower fees and are more tax-efficient. U.S. Securities and Exchange Commission. "Index Funds."

What is better than index funds?

Index funds offer lower fees and tax efficiency. Due to their passive nature, they often perform in line with market benchmarks, making them suitable for investors seeking broad market exposure at lower costs. On the other hand, active mutual funds aim to outperform the market by employing active management strategies.

Which fund is better than index fund?

Index funds tend to be low-cost, passive options that are well-suited for hands-off, long-term investors. Actively-managed mutual funds can be riskier and more expensive, but they have the potential for higher returns over time.

What index to buy 2024?

Comparison of best index funds in India
COMPANYExpense RatioCategory Average
Motilal Oswal Nasdaq 100 FOF SchemeINR 4,235 crINR 500
Bandhan Nifty 50 Index FundINR 1,002 crINR 100
UTI Nifty 50 Index FundINR 1,002 crINR 100
ICICI Prudential Nifty 50 Index FundINR 5,733 crINR 105
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What is the safest index fund?

  • 9 Safest Index Funds and ETFs to buy in 2024. ...
  • Vanguard S&P 500 ETF (VOO -0.69%) ...
  • Vanguard High Dividend Yield ETF (VYM -0.08%) ...
  • Vanguard Real Estate ETF (VNQ -0.22%) ...
  • iShares Core S&P Total U.S. Stock Market ETF (ITOT -0.65%) ...
  • Consumer Staples Select Sector SPDR Fund (XLP -0.04%)

How many index funds should I own?

Experts agree that for most personal investors, a portfolio comprising 5 to 10 ETFs is perfect in terms of diversification.

What if I invested $1000 in S&P 500 10 years ago?

According to our calculations, a $1000 investment made in February 2014 would be worth $5,971.20, or a gain of 497.12%, as of February 5, 2024, and this return excludes dividends but includes price increases. Compare this to the S&P 500's rally of 178.17% and gold's return of 55.50% over the same time frame.

What is the safest investment with the highest return?

Safe investments with high returns: 9 strategies to boost your...
  • Certificates of deposit (CDs) and share certificates.
  • Money market accounts.
  • Treasury securities.
  • Series I bonds.
  • Municipal bonds.
  • Corporate bonds.
  • Money market funds.
  • Dividend stocks.
Dec 4, 2023

How much money do I need to invest to make $3000 a month?

$3,000 X 12 months = $36,000 per year. $36,000 / 6% dividend yield = $600,000. On the other hand, if you're more risk-averse and prefer a portfolio yielding 2%, you'd need to invest $1.8 million to reach the $3,000 per month target: $3,000 X 12 months = $36,000 per year.

Which index funds does Warren Buffett own?

The entire Berkshire Hathaway portfolio
CompanyTickerShares held
Vanguard S&P 500 ETFVOO43,000
SPDR S&P 500 Trust ETFSPY39,400
JefferiesJEF433,558
Liberty Latin Americ Class CLILAK1,284,020
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Which is better VTI or VOO?

Here's a summary of which one to choose:

If you want to own only the biggest and safest stocks, choose VOO. If you want more diversification and exposure to mid-caps and small-caps, choose VTI. If you can't decide, consider simply buying both of them (assuming that commissions are low or free).

What two ETFs are good enough for Warren Buffett?

Warren Buffett's Berkshire Owns These Two ETFs
  • Vanguard S&P 500 ETF VOO.
  • SPDR S&P 500 ETF Trust SPY.
Feb 16, 2024

Does money double every 7 years?

The most basic example of the Rule of 72 is one we can do without a calculator: Given a 10% annual rate of return, how long will it take for your money to double? Take 72 and divide it by 10 and you get 7.2. This means, at a 10% fixed annual rate of return, your money doubles every 7 years.

Do I get dividends from S&P 500?

The S&P 500 is an index, so it does not pay dividends; however, there are mutual funds and exchange-traded funds (ETFs) that track the index, which you can invest in. If the companies in these funds pay dividends, you'll receive yours based on how many shares of the funds you hold.

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