MyPlanIQ
Major Brokerage Investor
Vanguard ETFs
Investment Options
Total Available Funds: | 53 |
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Total Available Funds: | 53 |
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Total Available Funds: | 53 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.08%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description | |||||||
Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
Click for Portfolio Details or Follow | 2.3% | 9.5% | 1.3% | 5.1% | 5.0% | 7.3% | |
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Asset Allocation Composite: Click here to see this strategy description | |||||||
Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
Click for Portfolio Details or Follow | -0.2% | 8.2% | -1.4% | 4.0% | 4.8% | 7.7% | |
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* AR: Annualized Return
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
Description
The plan consists of 53 funds. It covers 5 major asset classes and 37 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, REITs and Emerging Market Equity.
Based on an article published by Bank Investment Consultant by Matt Ackermann, Vanguard, one of the largest index fund and ETF providers, will offer commission-free trading to its brokerage clients that use its lineups of 46 proprietary ETFs. This represents a comparable move as Fidelity and Schwab. In addition to Fidelity and Schwab plans, MyPlanIQ now has a Vanguard major ETF plan. Notice since most Vanguard ETFs have short history, the performance data of the model portfolios are meaningful since 2003 (before that, most ETFs did not exist). The following is the list of the ETFs supported in this plan (for up to date info, please see the Vanguard ETF page.
Consumer Discretionary | VCR | Stock - Sector | 21.61% | 55.94% | 3.59% | — | 2.71% | 01/26/2004 | |
Consumer Staples | VDC | Stock - Sector | 5.66% | 30.32% | 6.76% | — | 6.87% | 01/26/2004 | |
Dividend Appreciation | VIG | Stock - Large-Cap Blend | 7.99% | 34.67% | — | — | 1.88% | 04/21/2006 | |
Emerging Markets | VWO | International | 3.10% | 55.90% | 15.64% | — | 12.96% | 03/04/2005 | |
Energy | VDE | Stock - Sector | 6.40% | 35.05% | 10.06% | — | 12.18% | 09/23/2004 | |
Europe Pacific | VEA | International | –0.82% | 34.51% | — | — | –10.68% | 07/20/2007 | |
European | VGK | International | –4.15% | 34.33% | 3.42% | — | 2.16% | 03/04/2005 | |
Extended Duration Treasury | EDV | Bond - Long-term Treasury | 3.78% | –7.29% | — | — | 1.17% | 12/06/2007 | |
Extended Market | VXF | Stock - Mid-Cap Blend | 16.43% | 51.39% | 6.46% | — | 7.20% | 12/27/2001 | |
Financials | VFH | Stock - Sector | 16.43% | 50.47% | –5.64% | — | –4.30% | 01/26/2004 | |
FTSE All-World ex-US | VEU | International | 0.69% | 40.55% | — | — | –2.43% | 03/02/2007 | |
FTSE All-World ex-US Small-Cap | VSS | International | 6.38% | 55.17% | — | — | 61.56% | 04/02/2009 | |
Growth | VUG | Stock - Large-Cap Growth | 7.80% | 38.97% | 4.29% | — | 2.85% | 01/26/2004 | |
Health Care | VHT | Stock - Sector | 2.55% | 33.76% | 2.94% | — | 2.66% | 01/26/2004 | |
High Dividend Yield | VYM | Stock - Large-Cap Value | 7.89% | 37.46% | — | — | –3.19% | 11/10/2006 | |
Industrials | VIS | Stock - Sector | 18.80% | 50.93% | 4.44% | — | 5.24% | 09/23/2004 | |
Information Technology | VGT | Stock - Sector | 6.05% | 44.78% | 7.15% | — | 2.50% | 01/26/2004 | |
Intermediate-Term Bond | BIV | Bond - Inter-term Treasury | 3.23% | 11.57% | — | — | 7.13% | 04/03/2007 | |
Intermediate-Term Corporate Bond | VCIT | Bond - Inter-term Investment | 4.07% | — | — | — | 4.48% | 11/19/2009 | |
Intermediate-Term Government Bond | VGIT | Bond - Inter-term Treasury | 2.09% | — | — | — | 0.67% | 11/19/2009 | |
Large-Cap | VV | Stock - Large-Cap Blend | 8.73% | 39.52% | 3.27% | — | 3.23% | 01/27/2004 | |
Long-Term Bond | BLV | Bond - Long-term Treasury | 4.16% | 15.05% | — | — | 6.84% | 04/03/2007 | |
Long-Term Corporate Bond | VCLT | Bond - Long-term Investment | 4.30% | — | — | — | 4.33% | 11/19/2009 | |
Long-Term Government Bond | VGLT | Bond - Long-term Treasury | 3.22% | — | — | — | –0.21% | 11/19/2009 | |
Materials | VAW | Stock - Sector | 5.99% | 42.18% | 7.42% | — | 8.00% | 01/26/2004 | |
Mega Cap 300 | MGC | Stock - Large-Cap Blend | 7.58% | 37.17% | — | — | –5.92% | 12/17/2007 | |
Mega Cap 300 Growth | MGK | Stock - Large-Cap Growth | 6.74% | 37.22% | — | — | –3.29% | 12/17/2007 | |
Mega Cap 300 Value | MGV | Stock - Large-Cap Value | 8.39% | 37.45% | — | — | –8.55% | 12/17/2007 | |
Mid-Cap | VO | Stock - Mid-Cap Blend | 14.37% | 51.25% | 5.68% | — | 6.22% | 01/26/2004 | |
Mid-Cap Growth | VOT | Stock - Mid-Cap Growth | 12.92% | 46.60% | — | — | 1.68% | 08/17/2006 | |
Mid-Cap Value | VOE | Stock - Mid-Cap Value | 15.80% | 55.78% | — | — | 1.78% | 08/17/2006 | |
Mortgage-Backed Securities | VMBS | Bond - Inter-term Treasury | 1.72% | — | — | — | 1.34% | 11/19/2009 | |
Pacific | VPL | International | 6.01% | 35.31% | 4.67% | — | 3.37% | 03/04/2005 | |
REIT | VNQ | Stock - Sector | 21.94% | 71.42% | 4.46% | — | 6.56% | 09/23/2004 | |
Short-Term Bond | BSV | Bond - Short-term Treasury | 1.38% | 5.04% | — | — | 5.63% | 04/03/2007 | |
Short-Term Corporate Bond | VCSH | Bond - Short-term Investment | 2.34% | — | — | — | 2.58% | 11/19/2009 | |
Short-Term Government Bond | VGSH | Bond - Short-term Treasury | 0.80% | — | — | — | 0.40% | 11/19/2009 | |
Small-Cap | VB | Stock - Small-Cap Blend | 18.18% | 54.19% | 6.77% | — | 5.83% | 01/26/2004 | |
Small-Cap Growth | VBK | Stock - Small-Cap Growth | 16.97% | 52.45% | 7.59% | — | 5.41% | 01/26/2004 | |
Small-Cap Value | VBR | Stock - Small-Cap Value | 19.40% | 55.82% | 5.68% | — | 5.98% | 01/26/2004 | |
Telecommunication Services | VOX | Stock - Sector | 1.29% | 23.71% | 4.66% | — | 4.84% | 09/23/2004 | |
Total Bond Market | BND | Bond - Inter-term Treasury | 2.34% | 8.20% | — | — | 6.35% | 04/03/2007 | |
Total Stock Market | VTI | Stock - Large-Cap Blend | 9.85% | 41.32% | 3.63% | — | 2.08% | 05/24/2001 | |
Total World Stock | VT | International | 3.84% | 39.52% | — | — | –5.01% | 06/24/2008 | |
Utilities | VPU | Stock - Sector | 1.57% | 24.74% | 4.24% | — | 7.66% | 01/26/2004 | |
Value | VTV | Stock - Large-Cap Value | 9.63% | 40.34% | 2.10% | — | 3.14% |
01/26/2004 |