Stock Index Investments

[Pages:2]Stock Index Investments

Index

S&P500

Total market

Extended market (small- and midcap)

International (no US) --Developed countries only

International (no US) -- Developed + Emerging Global (+US)

Emerging markets

US ID EM Mutual Fund or ETF

Name

Mutual Fidelity ZERO Large Cap Index (FNILX)

fund

Fidelity 500 Index (FXAIX)

Schwab S&P500 Index (SWPPX)

Vanguard 500 Index, Admiral shares (VFIAX)

ETF

iShares Core S&P500 (IVV)

Vanguard S&P500 (VOO)

Mutual Fidelity ZERO Total Market Index (FZROX)

fund

Fidelity Total Market Index (FSKAX)

Schwab Total Stock Market Index (SWTSX)

Vanguard Total Stock Market Index, Admiral

shares (VTSAX)

ETF

iShares Core S&P Total US Stock Market (ITOT)

Schwab Multi-cap Core (SCHB)

Vanguard Total Stock Market (VTI)

Mutual fund

ETF Mutual fund

ETF

Mutual fund

Fidelity ZERO Extended Market Index (FZIPX) Fidelity Extended Market Index (FSMAX) Vanguard Extended Market Index, Admiral shares (VEXAX) Vanguard Extended Market (VXF) Fidelity International Index (FSPSX) Schwab International Index (SWISX) Vanguard Developed Markets Index, Admiral shares (VTMGX) iShares Core MSCI International Developed Markets (IDEV) SPDR Portfolio Developed World Ex US (SPDW) Vanguard FTSE Developed Markets (VEA) Fidelity ZERO International Index (FZILX)

Fidelity Total International Index (FTIHX)

ETF

Vanguard Total International Stock (VXUS)

Mutual Vanguard Total World Stock Index, Admiral

fund ETF Mutual fund

shares (VTWAX) Vanguard Total World Stock (VT)

Fidelity Emerging Markets Index (FPADX)

ETF

Schwab Emerging Markets (SCHE)

Vanguard FTSE Emerging Markets (VWO)

This information is for educational purposes only and is not intended to be investment advice. Seek a licensed professional for individual financial advice. ? 2019. E Baker, YourWealthKnowledge.

expense ratio*

-00.015% 0.02% 0.04% 0.04% 0.03% -00.015% 0.03%

0.04%

0.03% 0.03% 0.03% -00.045%

0.07%

0.07% 0.035% 0.06%

0.07%

0.05%

0.04% 0.05% -0-

0.06%

0.09%

0.10%

0.09%

0.075%

0.13% 0.12%

Bond Index Investments

Index

Treasuries

Corporate

Aggregate (Treasuries + Corporate)

Term

Mutual

Short Interme Long Fund or

diate

ETF

Mutual

fund

ETF

Mutual fund

ETF Mutual fund ETF

ETF

ETF

Mutual fund Mutual fund Mutual fund

ETF

Name

expense ratio*

Fidelity Intermediate Treasury Bond Index (FUAMX)

0.03%

Vanguard Intermediate-term Treasury Index, Admiral shares (VSIGX)

0.07%

Schwab Intermediate-term US Treasury (SCHR) 0.06%

SPDR Barclays Intermediate Term Treasury (ITE)

0.06%

Fidelity Long-term Treasury Bond Index (FNBGX)

0.03%

Vanguard Long-term Treasury Index, Admiral shares (VLGSX)

0.07%

SPDR Portfolio Long-term treasury (SPTL)

0.06%

Vanguard Short-term Corporate Bond Index (VSCSX)

0.07%

iShares 5-10 year Investment Grade Corporate Bond (MLQD)

0.06%

iShares Long-term Corporate bond (IGLB)

0.06%

iShares 10+ year Investment Grade Corporate Bond (LLQD)

0.06%

SPDR Bloomberg Barclays Corporate Bond (CBND)

0.06%

Schwab Short-term Bond Index (SWSBX)

Vanguard Intermediate-term Bond Index, Admiral shares (VBILX) Fidelity US Bond Index (FXNAX) Schwab US Aggregate Bond Index (SWAGX) Vanguard Total Bond Market Index, Admiral shares (VBTLX) iShares Core US Aggregate Bond (AGG) Schwab US Aggregate Bond (SCHZ) SPDR Portfolio Aggregate Bond (SPAB) Vanguard Total Bond Market (BND)

0.06%

0.07%

0.025% 0.04%

0.05%

0.05% 0.04% 0.04% 0.04%

July 2019. US = United States; ID = International, developed countries; EM = Emerging markets. Funds are suggestions only; please do your own research before investing.

?

*Fees for ETFs should be consistent regardless of where they are purchased. Mutual funds, on the other hand, have the best price if purchased through their respective institutions. Eg, Buy Fidelity funds through Fidelity.

This information is for educational purposes only and is not intended to be investment advice. Seek a licensed professional for individual financial advice. ? 2019. E Baker, YourWealthKnowledge.

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