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Balanced ETF Portfolio

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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Balanced ETF Portfolio

A simple approach using exchange-traded funds
 60% Stocks |  40% Bonds | 


 Data through January 31, 2019

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 ETFBND40%1.01%2.13%1.9%2.35%3.6%none%0.05%
StockVanguard FTSE All-World ex-US ETFVEU207.58-12.439.333.528.74none0.09
StockVanguard Total Stock Market ETFVTI408.6-2.1814.2410.415.18none0.04
   1005.36-2.518.335.89.26 0.06
** 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..

This bundle holds only three ETFs, but it covers a lot of territory: With 60% in stocks and 40% in bonds, it offers exposure to almost every corner of the stock and bond markets — and pays yield, too.

Total Stock tracks an index that includes nearly every U.S. Stock. FTSE All-World ex-US covers the rest of the world.

Total Bond, which buys high-grade U.S. debt, doesn't own every IOU in the Barclays Aggregate Bond Index, but it holds enough of them (nearly 9,000) to track the index closely.