ETF Investment Portfolio for Vanguard Fans

Investment portfolio created September 2009

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 Investment Portfolio for Vanguard Fans

For ETF investors who are fans of the low-cost specialist
 65% Stocks |  35% Bonds | 


 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
BondVanguard Total Bond Market Index ETFBND35%6.02%6.16%4.36%3.2%—%none%0.06%
StockVanguard Small Cap ETFVB1511.049.359.7813.928.48none0.08
StockVanguard FTSE All-World ex-US ETFVEU205.213.612.643.66none0.13
StockVanguard REIT ETFVNQ513.9325.615.9313.456.87none0.12
StockVanguard Large-Cap ETFVV207.5711.7911.9914.477.68none0.08
StockVanguard Emerging Markets ETFVWO514.7410.652.08-0.43.85none0.15
   1007.768.456.837.483.34 0.1
** 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..

Vanguard, which is known for its traditional index funds, has been making a big push into ETFs, bringing its low-cost philosophy to a market that already has low costs. The average annual expense ratio of this portfolio is just 0.13%. This mix, which is 65% in stocks and 35% in bonds, is appropriate for an investor who can tolerate moderate risk.