Investment Portfolio Finder
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 January 31, 2020

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 DividendDWX15-0.0513.327.323.872.74none0.45
BondiShares iBoxx $ High Yield BondHYG10-0.368.75.444.816.36none0.49
StockiShares S&P Preferred StockPFF101.4911.925.754.786.55none0.46
BondVanguard Short-Term Corporate Bond Index Fund ETF SharesVCSH200.966.723.562.773.11none0.05
StockVanguard Health Care ETFVHT10-2.5512.2114.619.5514.82none0.1
StockVanguard REIT ETFVNQ101.1716.78.86.0312.71none0.12
   1000.158.295.273.655.08 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).