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Latest IssueMarch 16

Schwab vs Fidelity: We Ran the Numbers on 14 Criteria

FZROX 0.00% vs SWTSX 0.03% — the 30-year compounding gap
1% IRA match: $700/year free on max contribution
The one scenario where Schwab wins
Branch access comparison: 415 vs 300 locations

Sent to 12,400 subscribers last Sunday · 9 min read

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The 0.00% fund gap compounds to $28k over 30 years

“FZROX at 0.00% vs SWTSX at 0.03% sounds trivial. On a $100k portfolio over 30 years it's $28,000. That's the short version. The full breakdown covers IRA match, branch access, research quality, fractional shares, and the one scenario where Schwab wins...”

Read the full article

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