Скачать или смотреть Vanguard's Historic Fee Cuts: What Investors Need to Know

Vanguard cutting ETF fees is great news, but there’s something far more important that could make a much bigger difference in your investment portfolio. 📬 Sign up for Kyle's weekly newsletter, The CFO Signal: https://www.atlaswa.com/get-the-signal

*This content is for informational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.

Is the S&P 500 TOO expensive right now?    • Is the S&P 500 Too Expensive? What History...  

While Vanguard has lowered fees across multiple funds, including S&P 500 ETFs and midcap indexes, the real focus should be on what’s happening with long-term market expectations. Vanguard recently released its 10-year Capital Market Assumptions, giving insight into expected returns across different asset classes.

Many investors assume broad U.S. equities will continue delivering strong returns, but Vanguard’s projections show large-cap growth, like the S&P 500 and NASDAQ, could return as little as 0-2% annually over the next decade. Meanwhile, smaller companies, value stocks, and international markets have significantly higher expected returns. The difference between choosing the right asset class and simply saving a fraction on fees could be worth 100 times more to your long-term returns.

If you’re holding a basic index fund with ultra-low fees but little growth potential, you may not be positioned for the returns you’re expecting. Instead of focusing only on fee savings, it’s worth asking: Is your portfolio actually set up for the best long-term performance? In this video, we’ll break down Vanguard’s data, compare expected returns, and help you rethink how you allocate your investments.