Tool

ETF Portfolio for Growth and Income

9/2014

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:

 

ETF Portfolio for Growth and Income

For ETF investors who want good yield.
 70% Stocks |  30% Bonds | 


 Data through August 30, 2018

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
StockiShares DJ Select DividendDVY25%—%—%—%—%—%none%—%
StockSPDR S&P International DividendDWX15-4.36-1.097.252.281.11none0.45
BondiShares iBoxx $ High Yield BondHYG1022.835.534.416.45none0.49
StockiShares S&P Preferred StockPFF102.592.424.716.116.98none0.47
BondVanguard Short-Term Corporate Bond Index Fund ETF SharesVCSH200.220.011.841.99none0.07
StockVanguard Health Care ETFVHT1015.6418.7511.9216.0813.76none0.1
StockVanguard REIT ETFVNQ103.244.559.039.977.78none0.12
   1001.732.74.574.43.68 0.2
** 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 package produces a surpisingly high current yield. The fixed-income portion includes a fund that buys high-quality corporate bonds (VCSH) and one that focuses on high-yield bonds (HYG).