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Aside from the fact that he's been aggressively donating his personal assets to philanthropy rather than accumulating them in recent years, it's very difficult to beat the S&P when you're talking about tens of billions of dollars.

At that scale, the S&P isn't even a good benchmark, because it's not like a single investor can just dump that much in an index fund or even in the underlying companies directly.



SPY and the Vanguard version together represent half a trillion dollars of wealth under management. And that's just the top two. So yes, you can dump that much in index funds.


That's the same amount he has. Vanguard can't just double their fund like that...


From other comments: Vanguard's 500 index manages ~500 billion (dmoy), Gates is worth ~100 billion (kevindqc). Even so, Vanguard can't just increase their fund by 20% like that.


Right you're sorta missing the point though. Vanguard outside of the s&p 500 has another 3.5 trillion or something. They could absorb bill gates net worth.


Vanguard's 500 index alone represents 550 billion under management. (It's split into 4+ expense ratio classes depending whether you have 0, 10k, 5m, 50m, 5b or whatever)




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