With assistance from Schwab and Vanguard, we break down low expense ETFs across various categories. For investors bullish on U.S. equities, consider these 11 ETFs.
Schwab US Large-Cap (SCHX) has over $500 million in assets. It has a NAV of $31.52. The expense ratio is 0.08%.
The fund provides exposure to large-cap U.S. companies. It seeks investment results that track the performance, before fees and expense, of the Dow Jones U.S. Large-Cap Total Stock Market Index made up of approximately the largest 750 US stocks.
Schwab US Large-Cap Growth (SCHG) has around $300 million in assets. It has a NAV of $31.50. The expense ratio is 0.13%. 431 companies are held in the fund.
The fund provides exposure to large-cap U.S. stocks that exhibit growth style characteristics. It seeks investment results that track the performance, before fees and expenses, of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, representing approximately half of the market capitalization of stocks in the Dow Jones U.S. Large Cap Total Stock Market Index.
Schwab US Large-Cap Value (SCHV) has $175 million in assets. It has a NAV of $29.94. The expense ratio is 0.13%. The fund is composed of 323 companies.
The fund provides broad exposure to large-cap U.S. stocks that exhibit value style characteristics. It seeks investment results that track the performance, before fees and expenses, of the Dow Jones U.S. Large-Cap Value Total Stock Market Index, representing approximately half of the market capitalization of stocks in the Dow Jones U.S. Large Cap Total Stock Market Index.
Vanguard Mid-Cap (VO) has $27.1 billion in assets with 458 holdings. Its NAV is $77.21. The expense ratio is 0.14%.
The fund Seeks to track the performance of the MSCI U.S. Mid Cap 450 Index, which measures the investment return of mid-capitalization stocks.
Vanguard Mid-Cap Growth (VOT) has $2.2 billion in assets with 244 stocks. Its NAV is $64.64. The expense ratio is 0.14%.
The fund seeks to track the performance of the MSCI U.S. Mid Cap Growth Index, which measures the investment return of mid-capitalization growth stocks.
Vanguard Mid-Cap Value (VOE) has $1.5 billion in assets. It has a NAV of $54.91. The expense ratio is 0.14%.
The fund seeks to track the performance of the MSCI U.S. Mid Cap Value Index, which measures the investment return of mid-capitalization value stocks.
Schwab US Small-Cap (SCHA) has $490 million in assets. It has a NAV of $36.30. The expense ratio is 0.13%.
The fund offers exposure to small-cap U.S. companies. It seeks investment results that track the performance, before fees and expenses, of the Dow Jones U.S. Small-Cap Total Stock Market Index made up of approximately 1,750 U.S. small cap stocks.
Vanguard Small Cap Growth (VBK) has $8.1 billion in assets with 992 holdings. Its NAV is $81.27. The expense ratio is 0.14%.
Seeks to track the performance of the MSCI U.S. Small Cap Growth Index, which measures the investment return of small-capitalization growth stocks.
Vanguard Small Cap Value (VBR) has $7.2 billion in assets with 982 stocks. Its NAV is $68.58. The expense ratio is 0.14%.
The fund seeks to track the performance of the MSCI U.S. Small Cap Value Index, which measures the investment return of small-capitalization value stocks.
Schwab US Broad Market (SCHB) has $680 million in assets with 1,508 holdings. Its NAV is $31.99. The expense ratio is 0.06%.
The fund offers diversified exposure across large- and small-cap U.S. stocks. It seeks investment results that track performance, before fees and expenses, of the approximately 2,500-stock Dow Jones US Broad Stock Market Index.
Vanguard High Dividend Yield Index (VYM) has $1.6 billion in assets with 439 stocks. The NAV is $43.57. In 2010, distributions were of $1.091 per share. The expense ratio is 0.18%.
The fund seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
