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Personal Investments • direct indexing with vanguard or fidelity

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Has anyone compared direct indexing between vanguard and fidelity

I have my taxable account mainly with fidelity (and maintain a smaller account with vanguard). I will be funding a direct index above the minimum of 250K so low account balance is not the criterion.

As far as I can make out, vanguard has lower fee (.2%) vs fidelity (.4%). Is there any other benefit of vanguard over fidelity (or vice-versa). Its painful to do stock transfer from one brokerage to another so I'd rather just keep with fidelity but the fee difference gives me pause.

Thanks you

Statistics: Posted by rm — Sun Jun 09, 2024 2:32 pm — Replies 1 — Views 248



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