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 July 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 ETFBND3.87%2.97%4.39%—%—%0.08%
Vanguard Total International Bond Index Fund ETF SharesBNDX5.580.2
Vanguard Total Intl Stock Idx ETFVXUS15.215.890.14
Vanguard Total Stock Market ETFVTI16.3516.5917.188.630.05
Data through July 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 IndexIWR16.14%16.17%19.1%10.44%—%0.2%
iShares S&P 100 IndexOEF16.0716.4515.667.060.2
Schwab U.S. Large-Cap ETF™SCHX16.8716.650.04
Vanguard Small Cap ETFVB12.7415.718.8810.330.09
Data through July 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 ETFIEFA15.62%—%—%—%—%0.05%
iShares Core MSCI Emerging Market ETFIEMG15.140.05
iShares Dow Jones EPAC Select DividendIDV20.329.6212.90.5
iShares S&P Latin America 40 IdxILF11.09-4.833.5615.380.49
Data through July 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 ETFHYLD10.56%9.53%—%—%—%1.25%
iShares S&P Preferred StockPFF8.947.189.250.47
SPDR Lehman High Yield BondJNK7.587.4511.220.4
Vanguard REIT ETFVNQ12.511.2321.330.1
Data through July 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 BiotechnologyIBB26.97%34.42%26.43%14.15%—%0.48%
Select Sector SPDR IndustrialXLI17.0516.7919.148.550.17
Select Sector SPDR TechnologyXLK25.2216.7716.498.760.17
Vanguard Energy Index ETFVDE19.219.1615.220.14

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