Page 72 - Money - November 2018

THE MONEY 50
6)'311)2()(
)8*W

)8*W FUND(TICKER) O ONENE TOTAL RETURN THREE EXPENSES NUMBER
PHONE
(AS % OF
ASSETS)
ONE
MONTH
MONTH YEAR YEARS 1 (800)
*SV :EPYI Vanguard FTSEA/W ex-U.S. Small ETF(VSS) –0.1% –2.8 10.4 0.13 662-7447
2.7% 10.6%
0.14
662-7447
Vanguard FTSE Emerging Mkts. ETF (VWO) –1.2
Specialty
0SSO %FVSEH Vanguard REIT ETF(VNQ) –3.6 –1.6 6.5 0.12 662-7447
0.1
Bond
1.4
662-7447
0.05
VanguardTotal Bond ETF(BND)
–0.9
662-7447
Vanguard Short-Term Bond ETF(BSV)
–0.2
Schwab U.S.TIPS ETF(SCHP) –0.3 –0.5 0.7 0.07 435-4000
0.05
2.1
–1.2
Vanguard Short-Term Infl.-Prot. ETF(VTIP)) –0.3 0.8 1.4 0.06 662-7447
THE FATES OF U.S. and emerging-market stocks are VanguardTotal Intl. Bond ETF(BNDX) –0.3 2.0 2.9 0.11 662-7447
CUSSTOMTOM ET ETFsFs
diverging, with the Vanguard 500 ETF gaining 1.3% for CU
Large-Cap
the month ended Sept. 26, while the Vanguard FTSE
Invesco FTSE RAFI U.S. 1000 ETF(PRF) 0.5 13.6 14.8 0.39 983-0903
Emerging Markets ETF declined 1.2%. But that also Vanguard ValueETF(VTV) 1.0 14.3 15.8 0.05 662-7447
makes the fast-growing Asian and Latin American WisdomTree U.S. LargeCap Dividend(DLN) 0.8 12.9 15.3 0.28 909-9473 2
iShares Edge MSCI Min.Vol.USAETF(USMV) 1.0 15.3 14.8 0.15 474-2737
economies look cheap, with stocks trading at about 14
Invesco S&P 500 Quality ETF(SPHQ) 2.3 15.3 15.9 0.15 983-0903
times earnings vs. more than 20 times for U.S. ones. Vanguard Growth ETF(VUG) 1.4 23.5 17.9 0.05 662-7447
Midcap
Vanguard Mid-CapValue ETF(VOE) –0.8 10.0 12.7 0.07 662-7447
7 4 33 6%8-37
WisdomTree U.S. MidCap Dividend(DON) –1.1 13.5 15.0 0.38 909-9473 2
Vanguard Mid-Cap Growth ETF(VOT) 0.4 19.1 13.8 0.07 662-7447
P/E DIVIDEND YIELD Small-Cap
Vanguard Small-CapValue ETF(VBR) –2.0 12.4 14.5 0.07 662-7447
24.0 2.0% WisdomTree U.S.SmallCap Dividend(DES) –2.9 10.7 15.3 0.38 909-9473 2
Invesco FTSE RAFI U.S. 1500 –2.4 16.7 16.5 0.39 983-0903
Small-Mid(PRFZ)
23.0 Vanguard Small-Cap Growth ETF(VBK) –0.4 25.2 16.5 0.07 662-7447
1.9 1.88 Specialty
ONE- SPDR S&P Dividend ETF(SDY) –0.1 12.8 16.0 0.35 787-2257 2
YEAR
22.0 ONE- CURRENT RANGE Vanguard International Dividend –1.1 3.9 N.A. 0.25 662-7447
YEAR Appreciation ETF(VIGI)
RANGE
1.8 iShares Cohen & Steers REIT ETF(ICF) –3.5 0.8 6.0 0.34 474-2737
21.0 Vanguard Global ex-U.S. Real Estate(VNQI) –0.7 1.3 8.1 0.14 662-7447
iShares N.Amer. Nat. Res. ETF(IGE) 0.1 9.0 9.0 0.47 474-2737
CURRENT
20.7 Foreign
20.0 1.7 Invesco FTSE RAFI Dev. Mkts. ex-U.S.(PXF) 2.6 4.1 10.3 0.45 983-0903
iShares Edge MSCI Min.Vol. EAFE ETF(EFAV) 1.7 6.5 8.8 0.20 474-2737
SPDR S&P Emerg. Mkts. Small Cap ETF(EWX) –2.8 –5.7 9.5 0.65 787-2257 2
Bond
,3; 83 97) 396 6)'311)2()( 0-78
FidelityTotal Bond ETF(FBND) –0.7 –1.0 2.8 0.36 343-3548
PimcoActive Bond ETF(BOND) –0.7 –1.0 2.3 0.61 400-4383 2
Building-block ETFs: For broad exposure to core asset classes Pimco Enhanced Short
Custom ETFs: Specialized investments that can tilt your strategy Maturity Active ETF(MINT) 0.2 1.9 1.8 0.35 400-4383 2
One-decision ETFs: If you want stocks and bonds in one portfolio iShares iBoxx $ Inv. Grade Corp. ETF(LQD) –0.8 –2.2 3.1 0.15 474-2737
Vanguard Short-Term Corp. ETF(VCSH) –0.2 0.0 1.7 0.07 662-7447
iShares iBoxx $ HighYield Corp. ETF(HYG) 0.4 2.5 6.3 0.49 474-2737
Vanguard Tax-Exempt ETF(VTEB) –0.9 –0.6 2.2 0.09 662-7447
TOTAL RETURN EXPENSES PHONE
(AS % OF NUMBER SPDR Nuveen Bloomberg
O ONENE ONE THREE ASSETS) (800) –0.6 –1.0 0.4 0.20 787-2257 2
MONTH
FUND(TICKER) MONTH YEAR YEARS 1 Barclays S/T Muni (SHM)
BUILDING-BLOCK ETFs Invesco International Corporate (PICB) 0.5 –2.2 2.2 0.50 983-0903
Large-Cap SPDR Bloomberg Barclays –0.1 –8.5 3.7 0.40 787-2257 2
Emerging Markets Bond ETF(EBND)
Vanguard 500 ETF(VOO) 1.3% 18.6% 16.9%.3% 0.04 662-7447
1
Schwab U.S. Broad Market ETF(SCHB) 0.80.8 18.5 16.6 0.03 435-4000 ONE-DE-DECISCISIONION ET ETFsFs
ONE
Midcap/Small-Cap Balanced
iShares Core S&P Mid-Cap ETF(IJH) –1.0–1.0 15.2 14.9 0.07 474-2737 iShares Core Conserv.Alloc. ETF(AOK) –0.1 2.5 5.4 0.25 474-2737
iShares Core S&P Small-Cap ETF(IJR) –2.9.9 21.7 18.5 0.07 474-2737 iShares Core ModerateAlloc. ETF(AOM) 0.1 3.7 6.5 0.25 474-2737
–2
Foreign iShares Core GrowthAlloc. ETF(AOR) 0.4 6.2 8.9 0.25 474-2737
iShares Core MSCI EAFE ETF(IEFA) 2.32.3 5.6 10.0 0.08 474-2737 iSharesCore Aggressive Alloc.ETF(AOA) 0.7 8.6 11.3 0.25 474-2737
VanguardTotal Intl. Stock ETF(VXUS) 1.21.2 3.2 10.2 0.11 662-7447 SPDR SSGA GlobalAlloc. ETF(GAL) 0.4 7.4 8.4 0.35 787-2257 2
MONE Y. C O M NO VEMBER 2 018 NOTES: As of Sept. 26, 2018. N.A.:Not available. 1 Annualized. 2 Phone numbers are 866.
SOURCES: Lipper, New York, 877-955-4773; the fund companies