Have Passive AUMs Eclipsed Active?

(Click on image to enlarge)

As indexing has grown, the benefits to investors – in terms of underperformance avoided and fees saved – have been substantial. The bars in the chart above show the growth of assets tracking the S&P 500, S&P MidCap 400, and S&P SmallCap 600. As of December 2018, those assets totaled nearly $3.9 trillion. The green line represents our estimate of the cumulative savings in management fees over the past 23 years; the savings cumulate to $287 billion.

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