我看到好几个人也和我一样在找一个合适的FUND 放在IRA里。
我看了VANGUARD 和FIDELITY 的TARGET DATE FUND， 他们的10年以上ROI 基本就是6%-7%。我觉得不是很理想。所以我就自己问大家和网上查了一下。现在我DRAW 了TABLE 比较一下。
| Fund Name | Expense Ratio | Dividend | ROI(10 year) | ROI (5 year) | ROI (3 year) | ROI (1 year) | YTD | Premium/Discount |
| FDVV | 0.29% | 3.64% | 9.40% | -0.89% | ||||
| FUSVX | 0.04% | 1.89% | 9.46% | 13.26% | 10.74% | 13.95% | -0.77% | |
| fsrpx | 0.78% | ? | 23.63% | 15.71% | 19.61% | 18.40% | 5.34% | |
| spy | 0.09% | 1.83% | 9.40% | 13.17% | 10.64% | 13.75% | -1% | |
| qqq | 0.20% | 0.80% | 14.95% | 19.69% | 16.03% | 22% | 2.98% | |
| voo | 0.04% | 1.82% | 13.31% | 10.71% | 14.02% | -0.87% | 0.05% | |
| IVV | 0.04% | 1.83% | 9.47% | 13.29% | 10.76% | 13.99% | -0.84% | 0.01% |
