Download - Index fund slideshow
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15 Top Index Funds for Investing the Easy Way
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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
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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
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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.
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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
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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.
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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
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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
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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
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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
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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
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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.
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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.
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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
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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.
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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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More dividend stocks for the next decade