Skip to main content

ETF Index Funds

The following performance figures, as of 3/31/2019, 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 13.57% 9.40% 13.49% 10.87% -- 13.97% 0.03%
VUG Vanguard Growth ETF 16.77% 11.65% 15.19% 12.28% 16.91% 9.20% 0.05%
QQQ PowerShares QQQ 16.68% 13.17% 19.18% 16.59% 20.67% 7.13% 0.20%
DIA SPDR Dow Jones Industrial Average 11.73% 9.68% 16.23% 12.06% 15.82% 7.81% 0.17%
VTV Vanguard Value ETF 10.64% 7.17% 12.18% 9.37% 15.20% 8.13% 0.05%
DSI ISHARES MSCI KLD 400 SOCIAL 13.89% 9.74% 12.95% 10.08% 15.21% 7.71% 0.25%
SCHM SCHWAB US MID CAP ETF 15.90% 6.19% 12.48% 9.05% -- 11.70% 0.04%
DVY iShares Select Dividend 10.92% 6.78% 9.86% 9.52% 16.04% 8.15% 0.39%
IJR ISHARES CORE S&P SMALL-CAP E 11.67% 1.61% 12.59% 8.44% 17.04% 9.95% 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 2.78% 5.86% 0.86% 2.97% 3.34% 4.60% 0.15%
BND Vanguard Total Bond Market 2.98% 4.52% 1.99% 2.68% 3.62% 3.96% 0.04%
VTIP VANGUARD SHORT-TERM TIPS 1.59% 1.97% 1.27% 0.84% -- 0.50% 0.06%
SCHO SCHWAB SHORT-TERM US TREAS 0.95% 2.67% 0.92% 0.90% -- 0.78% 0.06%
BWX SPDR Barclays International Treasury Bond 1.21% -4.45% 0.60% -0.60% 2.08% 2.04% 0.35%
EMB ISHARES JP MORGAN USD EMERGI 6.79% 3.28% 4.98% 4.65% 7.67% 5.85% 0.40%

 

Specialty Funds
Symbol Name 3-mo 1-yr 3-yr 5-yr 10-yr Since inception Exp. ratio
VNQ Vanguard REIT 17.37% 20.13% 5.75% 8.80% 18.35% 8.77% 0.12%
IEMG ISHARES CORE MSCI EMERGING 9.67% -9.09% 10.21% 3.49% -- 3.02% 0.14%
VEA Vanguard FTSE Developed Markets 10.64% -4.74% 7.66% 2.76% 9.12% 1.70% 0.07%
DBC PowerShares DB Commodity Index Tracking Fund 9.73% -5.13% 6.63% -9.22% -2.14% -2.66% 0.89%
IAU iShares Gold Trust 0.73% -2.75% 1.39% -0.10% 3.20% 7.80% 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 0.56% 1.95% 1.08% 0.66% 0.35% 1.33% 0.20%

 

Next Steps

Watch a Demo »

Receive a Quote »

Get a 401(k) Overview »

Call Us

401(k) Consultants are available
Monday - Friday, 9am - 8pm EST
800-943-6108 x1