index fund slideshow
Post on 07-Nov-2014
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15 Top Index Funds for Investing the Easy Way
SPDR S&P 500 (Ticker symbol: SPY)
Top 5 Holdings• Apple • ExxonMobil • Microsoft • Johnson & Johnson • General Electric
10-year average annual return: 7.59%Annual dividend: 1.81%
Why you should invest in the index• You want to invest in the biggest and best
companies in the market.• The fund’s gross expense ratio is just 0.11%.
Wikimedia/B64
iShares Russell 2000 (IWM)
Top 5 Holdings• American Realty Capital
Properties• Acuity Brands• Rite Aid• Northstar Realty
Finance• SunEdison
10-year average annual return: 8.71%Annual dividend: 1.29%
Why you should invest in the index• You want the higher growth potential of
smaller companies.• No company makes up more than 0.38% of
the index.
Wikimedia/Jashuah
Vanguard Mid Cap ETF (VO)
Top 5 Holdings• Delphi Automotive• Western Digital• SanDisk • Mylan • Health Care REIT
10-year average annual return: 10.30%Annual dividend: 1.13%
Why you should invest in the index• You want the strength and stability of large
companies, but still desire the extra growth potential of smaller companies.
iShares Dow Jones U.S. ETF (IYY)
Top 5 Holdings• Apple • Exxon Mobil • Microsoft • Johnson & Johnson • General Electric
10-year average annual return: 8.02%Annual dividend: 1.60%
Why you should invest in the index• You want the cumulative performance of
the U.S. stock market.
Flickr/Dow Jones Events
Vanguard Small Cap ETF (VB)
Top 5 Holdings• Hanesbrands• Harman International
Industries• Rite Aid • Arthur J. Gallagher &
Co.• Foot Locker
10-year average annual return: 10.18%Annual dividend: 1.28%
Why you should invest in the index• You want growth and can tolerate the risk
involved with smaller companies.• No company makes up more than 0.31% of
the fund’s holdings.
iShares U.S. Financials ETF (IYF)
Top 5 Holdings• Wells Fargo• Berkshire Hathaway• JPMorgan Chase • Bank of America• Citigroup
10-year average annual return: 1.14%Annual dividend: 1.41%
Why you should invest in the index• You believe the banking sector as a whole
will continue its recovery from the financial crisis.
• 5-year average annual return (post-crisis) is 17%.
Wikimedia/urban
iShares U.S. Technology ETF (IYW)
Top 5 Holdings• Apple • Microsoft• IBM• Google• Oracle
10-year average annual return: 8.11%Annual dividend: 1.05%
Why you should invest in the index• You believe tech companies will experience
better-than-average growth in the coming years.
Pixabay/andrelyra
iShares U.S. Healthcare ETF (IYH)
Top 5 Holdings• Johnson & Johnson• Pfizer• Merck• Gilead Sciences• Amgen
10-year average annual return: 8.90%Annual dividend: 1.27%
Why you should invest in the index• You want to invest in the exciting biotech
and pharmaceutical industries but don’t want to gamble on individual companies.
Flickr/Seattle Municipal Archives
Vanguard Total Bond Market (BND)
Top Holdings• Government bonds
(Treasuries, etc.)• Corporate bonds• Mortgage-backed
securities (high quality)
Average annual return since inception (‘07): 4.98%Annual dividend: 2.53%
Why you should invest in the index• You want a safe option for some of your
portfolio.• You care more about steady, safe income
than growing your money.
Wikimedia/Centpacrr
Guggenheim Multi-Asset Income ETF (CVY)
Top 5 Holdings• Energy Company of
Manas Gerais ADR• EXCO Resources• NuStar Energy• Penn West Petroleum• Rent-a-Center
Average annual return since inception (‘07): 6.20%Annual dividend: 5.05%
Why you should invest in the index• You’re already retired or want a high level of
income from your portfolio.
Flickr/401(k) 2012
iShares TIPS Bond ETF (TIP)
Virtually all assets are invested in
Treasury Inflation-Protected
Securities, or TIPS
10-year average annual return: 5.02%Annual dividend: 0.98%
Why you should invest in the index• You are worried about inflation and want to
hedge your portfolio.• If inflation increases, so will your income.
iShares Global 100 ETF (IOO)
Top 5 Holdings• ExxonMobil • Microsoft • Johnson & Johnson • General Electric • Nestle SA
10-year average annual return: 5.94%Annual dividend: 2.28%
Why you should invest in the index• You want to invest in large companies with
significant international exposure.
Vanguard Energy ETF (VDE)
Top 5 Holdings• ExxonMobil • Chevron• Schlumberger NV• ConocoPhillips• Occidental
Petroleum
Average annual return since inception (‘04): 12.60%Annual dividend: 1.61%
Why you should invest in the index• You want exposure to oil, gas, and their
exploration and production.• You believe the world’s energy needs will
rise significantly.
Wikimedia/Agencia Brasil
iShares U.S. Real Estate ETF (IYR)
Top 5 Holdings• Simon Property Group• American Tower Corp• Public Storage• Crown Castle
International• Prologis
10-year average annual return: 8.74%Annual dividend: 3.58%
Why you should invest in the index• You are optimistic that the housing recovery
in the U.S. will continue.• You prefer to invest in “real” things.
Vanguard Emerging Markets Stock Index ETF (VWO)
Top 5 Holdings• Tencent Holdings• Taiwan Semiconductor
Manufacturing• China Construction Bank • China Mobile • Industrial and Commercial
Bank of China
Average annual return since inception: 7.96%Annual dividend: 2.78%
Why you should invest in the index• You want to invest in countries whose
economies have rapid growth potential (mainly China, Brazil, India, and Russia).
Wikimedia/Shanghai.dennis
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