ETF Portfolio for Growth and Income

Investment portfolio created September 2014

This recommended investment portfolio is one of 20+ mutual fund portfolios that we've assembled for investors with different time horizons and risk-tolerance levels to consider. Visit our Portfolio Finder to see them all.

 
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ETF Portfolio for Growth and Income

For ETF investors who want good yield.
 100% Stocks | 


 Data through August 31, 2016

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
StockiShares Dow Jones Select Dividend IndexDVY25%16.41%21.22%13.62%14.87%6.54%none%0.39%
StockSPDR S&P International DividendDWX1510.085.4-1.49-1.41none0.46
StockiShares iBoxx $ High Yield BondHYG1011.996.774.076.24none0.5
StockiShares S&P Preferred StockPFF106.458.628.367.48none0.47
StockVanguard Short-Term Corporate Bond Index Fund ETF SharesVCSH203.463.712.712.76none0.1
StockVanguard Health Care ETFVHT100.922.6115.5419.2110.8none0.09
StockVanguard REIT ETFVNQ1013.9325.615.9313.456.87none0.12
   1009.6311.228.128.73.41 0.31
** Closed to new investors. # Closed to new investors; other share classes are available.
r Maximum redemption fee charged when you sell shares. s Front-end load; redemption fee may apply.
— Fund has not existed for the specified time. Source: Morningstar, Inc..

For ETF investors in search of income, this package produces a surprisingly high current yield of 4.0%. The fixed-income part includes a fund that buys high-quality corporate bonds (VCSH), and one that focuses on high-yield bonds (HYG).