print order a reprint
See All Tools


Tool | July 2014

The Kiplinger ETF 20 -- Our Best Exchange-Traded Fund Picks for Every Investor

These days, investors can choose from about 1,500 exchange-traded funds (ETFs). You don't need most of them. We've picked 20 ETFs to help you reach your investing goals -- from funds that give you a broad exposure to the stock market to narrower slices that can help you fill specific gaps in your portfolio.

In the tables below, see the funds in the Kiplinger ETF 20 and their one-year, and annualized three-, five-, 10- and 20-year returns, along with their expense ratios. Click the ticker symbol for its daily market snapshot

READ MORE: 20 ETFs to Fill Gaps in Your Portfolio

Data through October 31, 2014

Whole-Market Funds for a Diversified Portfolio

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
Vanguard Total Bond Market Index ETFBND4.08%2.57%4.12%—%—%0.08%
Vanguard Total International Bond Index Fund ETF SharesBNDX6.130.2
Vanguard Total International Stock Index Fund ETF SharesVXUS1.18.70.14
Vanguard Total Stock Market ETFVTI16.0519.7417.078.730.05
Data through October 31, 2014

ETFs to Track Segments of the U.S. Stock Market

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
iShares Russell Midcap IndexIWR15.1%19.85%18.77%10.22%—%0.2%
iShares S&P 100 IndexOEF16.6619.1915.547.450.2
Schwab U.S. Large-Cap ETF™SCHX16.8319.670.04
Vanguard Small Cap ETFVB10.7819.5818.910.090.09
Data through October 31, 2014

ETFs to Track Foreign Stocks

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
iShares Core MSCI EAFE ETFIEFA-0.69%—%—%—%—%0.13%
iShares Core MSCI Emerging Markets ETFIEMG0.790.05
iShares Dow Jones EPAC Select DividendIDV-19.348.440.5
iShares S&P Latin America 40 IdxILF-5.27-4.16-0.5512.980.49
Data through October 31, 2014

ETFs for Income Investors

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
AdvisorShares Peritus High Yield ETFHYLD-0.95%8.4%—%—%—%1.18%
iShares S&P Preferred StockPFF11.648.659.680.47
SPDR Lehman High Yield BondJNK4.978.119.490.4
Vanguard REIT ETFVNQ19.1115.0319.259.070.1
Data through October 31, 2014

Sector-specific ETFs

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
EXPENSE RATIO
iShares NASDAQ BiotechnologyIBB44.74%44.87%32.58%16.01%—%0.48%
Select Sector SPDR IndustrialXLI15.7820.7219.298.950.17
Select Sector SPDR TechnologyXLK22.818.0516.348.930.17
Vanguard Energy Index ETFVDE2.859.1310.8711.030.12

You can get valuable updates from Kiplinger sent directly to your email. Simply enter your e-mail address and click "sign up".

More Sponsored Links

Advertisement
Advertisement
Get valuable updates from Kiplinger directly to your e-mail

Featured Videos From Kiplinger