Tool

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.

 
View Another Investment Portfolio:

 

Balanced ETF Portfolio

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


 Data through March 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%2.98%4.54%1.99%2.68%3.68%none%0.04%
StockVanguard FTSE All-World ex-US ETFVEU2010.24-4.698.252.879.08none0.09
StockVanguard Total Stock Market ETFVTI4014.038.8213.5310.3416.06none0.03
   1008.854.417.865.789.71 0.05
** 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.