Both my husband's and my employer accounts are at Fidelity. As such 85% of our retirement money is there. We've (ok, really, it's just I) have always loved Vanguard, where about 10% of our money is. We also have 5% at Schwab (our checking account is there and it, too, is great). Are there any funds that are better at Vanguard (or at Schwab)? I'm embarrassed to say I just discovered how great Brokerage Link can be, so I've recently become much happier about having so much of our money at Fidelity. Our asset classes are:
Total US Index, Extended US market, Medium Value (I may ditch this), Small Value, Micro
REIT (US)
International Index, Small-Medium International, Emerging Market
Bond, TIPS
Energy (I may be getting rid of this too)
Gold (TGLDX...I don't care for Vanguard's gold and PM fund...and I'm not sure I'm going to keep this class)
I feel like Fidelity has really upped their game over the years: What does Vanguard still do markedly better, as i only have a little money to put in their funds? Also, anything uniquely great about Schwab? I may move that money over to Fidelity, as most of the funds I have at Schwab are also in Fidelity NTF Brokerage Link.
Thank you
Total US Index, Extended US market, Medium Value (I may ditch this), Small Value, Micro
REIT (US)
International Index, Small-Medium International, Emerging Market
Bond, TIPS
Energy (I may be getting rid of this too)
Gold (TGLDX...I don't care for Vanguard's gold and PM fund...and I'm not sure I'm going to keep this class)
I feel like Fidelity has really upped their game over the years: What does Vanguard still do markedly better, as i only have a little money to put in their funds? Also, anything uniquely great about Schwab? I may move that money over to Fidelity, as most of the funds I have at Schwab are also in Fidelity NTF Brokerage Link.
Thank you
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