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Vanguard Conservative ETF Portfolio

September 2016

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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Vanguard Conservative ETF Portfolio

Based on the Kiplinger ETF 20, our favorite exchange-traded funds.
 40% Stocks |  60% 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
BondVanguard Total Bond Market Index ETFBND15%2.16%9.95%4.68%2.97%3.74%none%0.04%
BondVanguard Total International Bond Index Fund ETF SharesBNDX51.988.815.393.8none0.08
StockVanguard Small Cap ETFVB5-2.0311.5698.9112.96none0.05
BondVanguard Intermediate-Term Corporate Bond Index Fund ETF SharesVCIT402.3413.836.364.55.87none0.05
StockVanguard Total Stock Market ETFVTI20-0.0720.3713.8211.8213.82none0.03
StockVanguard Total International Stock Index Fund ETF SharesVXUS10-3.339.27.265.125.31none0.08
StockVanguard High Dividend Yield ETFVYM5-2.5314.069.849.8912.93none0.06
   1000.7913.737.946.257.5 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 portfolio is for Vanguard clients who want some growth but don't want too much stock-market risk — ETFs holding high-quality corporate and governent bonds make up the largest share of the pie.

If you want to cut risk even more, drop the small-cap ETF and cut the allocation to the foreign-stock ETF to 5%.

These Vanguard-sponsored ETFs won't cost you a penny to trade if you have a Vanguard brokerage account.