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ETF Index Funds

The following performance figures, as of 6/30/2018, are courtesy of the American Stock Exchange, Bloomberg.* For performance data current to the most recent months end and access to the fund's prospectus, click on the fund symbol.
 

Equity Funds
Symbol Name 3-mo 1-yr 3-yr 5-yr 10-yr Since inception Exp. ratio
VOO VANGUARD S&P 500 ETF 3.55% 14.52% 11.96% 13.44% -- 14.59% 0.04%
VUG Vanguard Growth ETF 5.88% 19.32% 13.31% 15.36% 11.18% 9.30% 0.05%
QQQ PowerShares QQQ 7.42% 25.72% 18.20% 20.53% 15.39% 7.13% 0.20%
DIA SPDR Dow Jones Industrial Average 1.04% 16.23% 13.95% 12.82% 10.61% 7.67% 0.17%
VTV Vanguard Value ETF 1.23% 10.21% 10.37% 11.67% 9.26% 8.15% 0.05%
SUSA iShares MSCI USA ESG Select 2.22% 12.06% 11.55% 12.37% 9.42% 7.91% 0.25%
VO VANGUARD MID-CAP ETF 2.58% 12.22% 9.18% 12.29% 10.10% 9.89% 0.05%
DVY iShares Select Dividend 3.60% 9.47% 12.76% 12.38% 10.98% 8.36% 0.39%
IJR ISHARES CORE S&P SMALL-CAP E 8.69% 20.55% 13.81% 14.54% 12.19% 10.79% 0.07%

 

Fixed Income Funds (Bond Funds)
Symbol Name 3-mo 1-yr 3-yr 5-yr 10-yr Since inception Exp. ratio
IEF iShares 7-10 Year Treasury Bond -0.10% -1.96% 1.03% 1.91% 4.01% 4.44% 0.15%
BND Vanguard Total Bond Market -0.22% -0.63% 1.70% 2.21% 3.61% 3.80% 0.05%
TIP iShares TIPS Bond 0.85% 2.01% 1.88% 1.57% 2.87% 3.84% 0.20%
SCHO SCHWAB SHORT-TERM US TREAS 0.20% -0.03% 0.34% 0.49% -- 0.54% 0.06%
BWX SPDR Barclays International Treasury Bond -5.74% 1.29% 2.47% 0.45% 1.41% 2.06% 0.50%
PCY PowerShares Emerging Markets Sovereign Debt -4.79% -5.20% 3.60% 4.37% 6.19% 5.79% 0.50%

 

Specialty Funds
Symbol Name 3-mo 1-yr 3-yr 5-yr 10-yr Since inception Exp. ratio
VNQ Vanguard REIT 8.92% 2.32% 7.59% 7.93% 7.98% 8.49% 0.12%
VWO Vanguard FTSE Emerging Markets -9.60% 5.94% 3.68% 4.34% 1.68% 6.54% 0.14%
VEA Vanguard FTSE Developed Markets -1.84% 6.97% 5.68% 6.90% 3.19% 2.09% 0.07%
DBC PowerShares DB Commodity Index Tracking Fund 4.12% 22.35% -0.60% -6.78% -8.73% -2.08% 0.89%
IAU iShares Gold Trust -5.58% 0.67% 1.96% 0.05% 2.80% 8.02% 0.25%

 

Stable Value Fund
Symbol Name 3-mo 1-yr 3-yr 5-yr 10-yr Since inception Exp. ratio
DGCXX DREYFUS GOVERN CASH MGMT 0.41% 1.20% 0.53% 0.32% 0.16% 0.09% 0.20%

 

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