Lim ZY

12 Sep 2021

∙

S&P500 fund is better return or Endowus Investing Core / ESG is better return over long run?

I plan to invest $637.50 into General Investing-Core & $637.50 into Investment ESG using my SRS for tax reduction. So far how's the annual return? Is it better than S&P500 index fund?

0

Discussion (0)

What are your thoughts?

Learn how to style your text

Write your thoughts

Related Posts

Want to invest 1 with SRS: LionGlobal US500 Index Fund or DFA Global Core Equity Fund (cheaper valuation, smaller cap, higher profitability). True that returns can't match an index fund over long run?

I bought an ILP in 2010 and further bought a whole life plan in 2014. My agent suggested that I can actually use my investment returns from ILP to fund the WL plan. Does this work in the long run?

Is it true that investing in market index etf will have better return than stock picking in the long run?

Started investing with 1) Cash: SWRD, 2) CPF-OA thru Endowus: Lion Global Infinity US 500 Stock Index Fund only, 3) SRS thru Endowus: Dimensional Global Core Equity Fund only. Does it look ok?

What are better investment options to AIA Pro Achiever for someone with limited investment knowledge, no time to monitor funds, looking at 10-15 years investment horizon, targeting returns of 5%?

Related Products

Endowus

4.7

656 Reviews

Endowus Cash Investments Portfolio

Equities, Bonds

INSTRUMENTS

0.25% to 0.60%

ANNUAL MANAGEMENT FEE

$1,000

MINIMUM INVESTMENT

N/A

EXPECTED ANNUAL RETURN

Web and Mobile App

PLATFORMS

StashAway

4.7

1293 Reviews

Syfe

4.6

930 Reviews

Related Posts

Want to invest 1 with SRS: LionGlobal US500 Index Fund or DFA Global Core Equity Fund (cheaper valuation, smaller cap, higher profitability). True that returns can't match an index fund over long run?

I bought an ILP in 2010 and further bought a whole life plan in 2014. My agent suggested that I can actually use my investment returns from ILP to fund the WL plan. Does this work in the long run?

Is it true that investing in market index etf will have better return than stock picking in the long run?

Started investing with 1) Cash: SWRD, 2) CPF-OA thru Endowus: Lion Global Infinity US 500 Stock Index Fund only, 3) SRS thru Endowus: Dimensional Global Core Equity Fund only. Does it look ok?

What are better investment options to AIA Pro Achiever for someone with limited investment knowledge, no time to monitor funds, looking at 10-15 years investment horizon, targeting returns of 5%?