Exchange Traded Funds Versus Widely Held Mutual Funds
Without a fund manager and without 12b-1 fees, Exchange Traded Funds tend to have lower fees than mutual funds. Learn how to utilize exchange traded funds in this volatile market.
Here is some data from 2007:
|
Fidelity Magellan FMAGX |
Oakmark Select OAKLX: |
S&P 500 SPDR SPY: |
|
1-yr: 18.2% |
1-yr: 19.3% |
1-yr: 21.5% |
|
3-yr: 11.0% |
3-yr: 11.7% |
3-yr: 12.5% |
|
5-yr: 10.0% |
5-yr: 11.7% |
5-yr: 11.8% |