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E*TRADE Core Portfolios vs Fidelity Go Review

Brandon Reinkensmeyer

Published by Brandon Reinkensmeyer


Thursday, August 16th, 2018

We spent over 100 hours testing robo-advisors, opening and funding an account with each robo to acquire a true client experience and find the best robo advisors. In this comparison, we will compare E*TRADE Core Portfolios vs Fidelity Go to see which robo-advisor is better.

First, let’s take a look at the fees of these two investment advisors. Cost is broken down into both the annual management fee charged each year as well as the expense ratios charged by the ETF holdings themselves. Fidelity Go is a better option with a 4.00 star rating over E*TRADE Core Portfolios's 3.50 star rating.

Looking at both robo-advisors, we can also explore their features. E*TRADE Core Portfolios nor Fidelity Go offers tax-loss harvesting. For running predictions on retirement, clients will want to use a retirement calculator. Neither E*TRADE Core Portfolios and Fidelity Go offer an advanced retirement calculator. Tracking personal financial goals can also be important. Fidelity Go makes goal tracking available to clients, while E*TRADE Core Portfolios does not. Finally, the ability to import and aggregate third-party financial accounts for holistic analysis can be particularly useful. Fidelity Go makes external accounts analysis available to clients, while E*TRADE Core Portfolios does not.

Lastly, tech savvy Millennials may find it valuable to have access to customer service through phone, email, and live chat. However, not every robo-advisor offers live chat support. E*TRADE Core Portfolios and Fidelity Go both offer live chat support.

Overall, Fidelity Go takes the upper hand with 3.50 stars over E*TRADE Core Portfolios's 3.00 stars. And, as far as individual category awards go, neither E*TRADE Core Portfolios nor Fidelity Go were rated Best in Class - Cost, Best in Class - Investment Approach, Best in Class - Platforms & Tools and Best in Class - Customer Service.
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Overall Robo
Investment Approach
Cost
Tools
Customer Service
Minimum Deposit
Annual Fee - $5,000
Annual Fee - $25,000
Annual Fee - $50,000
Annual Fee - $100,000
Annual Fee - $1,000,000
Total AuM
Avg Funds Expense Ratio - Conservative
Avg Funds Expense Ratio - Moderate
Avg Funds Expense Ratio - Aggressive
Tax-Loss Harvesting
529 Plans
CFP Access
Phone Support
Email Support
Live Chat Support
Advantage
Goal Tracker - Basic
Goal Tracker - Advanced
External Accounts Analysis
Market Research Reports
iPhone App
Android App
Advantage
Overall Robo
Advantage
E*TRADE Core Portfolios
Special Offer Open A New Core Portfolios Account And Enjoy No Advisory Fee For 1 Year Learn More
E*TRADE Core Portfolios Review
 
3
3
3.5
2
4
 
$5,000.00
0.30%
0.30%
0.30%
0.30%
0.30%
$180 Million
0.05%
0.20%
0.45%
 
No
No
No
Yes
Yes
Yes
 
No
No
No
No
Yes
Yes
 
3
Fidelity Go
Fidelity Go Review
 
3.5
4
4
3
4
 
$5,000.00
0.35%
0.35%
0.35%
0.35%
0.35%
NA
N/A
N/A
N/A
 
No
No
No
Yes
Yes
Yes
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Yes
No
Yes
No
Yes
Yes
check_circle
 
3.5
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All pricing data was obtained from a published web site as of 09/01/18 and is believed to be accurate, but is not guaranteed. The StockBrokers.com staff is constantly working with its online broker representatives to obtain the latest pricing data. If you believe any data listed above is inaccurate, please contact us using the link at the bottom of this page.

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