| Ticker | Expense ratio* | Net assets ($M) | YTD return | 1-year return | 3-year return | 5-year return | |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap | SCHX | 0.04% | $1,243.6 | 10.09% | 13.72% | 13.11% | N/A |
| Schwab U.S. Large-Cap Value | SCHV | 0.07% | $487.5 | 11.61% | 17.08% | 13.61% | N/A |
| iShares Core S&P Total U.S. Stock Market | ITOT | 0.07% | $536.9 | 10.17% | 13.91% | 13.12% | 6.52% |
| Vanguard Value Index Fund | VTV | 0.10% | $8,451.2 | 11.74% | 16.44% | 12.69% | 5.33% |
| Vanguard Growth Index Fund | VUG | 0.10% | $9,366.5 | 8.39% | 10.85% | 13.46% | 7.65% |
| Vanguard Large-Cap Index Fund | VV | 0.10% | $3,809.5 | 10.05% | 13.61% | 13.11% | 6.51% |
| Ticker | Expense ratio* | Net assets ($M) | YTD return | 1-year return | 3-year return | 5-year return | |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market | SCHB | 0.04% | $1,650.3 | 10.40% | 14.12% | 13.41% | N/A |
| Vanguard Total Stock Market Index Fund | VTI | 0.06% | $27,732.2 | 10.39% | 14.15% | 13.40% | 7.00% |
| Schwab U.S. Large-Cap Growth | SCHG | 0.07% | $605.7 | 8.45% | 10.09% | 12.40% | N/A |
| Guggenheim Investments Wilshire 5000 Total Market | WFVK | 0.12% | $10.1 | 10.37% | 13.91% | 13.16% | N/A |
| iShares MSCI USA Minimum Volatility Index Fund | USMV | 0.15% | $1,715.7 | 10.13% | 15.85% | N/A | N/A |
| Vanguard Russell 3000 Index Fund | VTHR | 0.15% | $41.9 | 10.38% | 14.10% | N/A | N/A |
| Ticker | Expense ratio* | Net assets ($M) | YTD return | 1-year return | 3-year return | 5-year return | |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Mid-Cap | SCHM | 0.07% | $450.7 | 13.00% | 16.16% | N/A | N/A |
| Vanguard Mid-Cap Index Fund | VO | 0.10% | $4,496.9 | 11.88% | 14.06% | 14.30% | 8.22% |
| Vanguard Mid-Cap Value Index Fund | VOE | 0.10% | $1,429.4 | 13.46% | 17.64% | 13.99% | 9.22% |
| Vanguard Mid-Cap Growth Index Fund | VOT | 0.10% | $1,394.5 | 11.49% | 11.70% | 14.91% | 7.12% |
| Vanguard Extended Market Index Fund | VXF | 0.14% | $1,777.4 | 12.31% | 16.02% | 14.88% | 9.44% |
| Ticker | Expense ratio* | Net assets ($M) | YTD return | 1-year return | 3-year return | 5-year return | |
|---|---|---|---|---|---|---|---|
| Vanguard Small-Cap Index Fund | VB | 0.10% | $5,547.7 | 12.39% | 17.38% | 15.02% | 10.41% |
| Schwab U.S. Small-Cap | SCHA | 0.10% | $939.4 | 12.75% | 17.47% | 15.15% | N/A |
| Vanguard Small-Cap Growth Index Fund | VBK | 0.10% | $2,521.5 | 12.27% | 16.08% | 16.22% | 11.27% |
| iShares Core S&P Small-Cap | IJR | 0.16% | $9,135.7 | 11.82% | 16.25% | 15.32% | 9.80% |
| Vanguard S&P Small-Cap 600 Index Fund | VIOO | 0.17% | $56.5 | 11.81% | 16.13% | N/A | N/A |
| Ticker | Expense ratio* | Net assets ($M) | YTD return | 1-year return | 3-year return | 5-year return | |
|---|---|---|---|---|---|---|---|
| Schwab US REIT | SCHH | 0.07% | $466.6 | 6.16% | 14.47% | N/A | N/A |
| Vanguard REIT Index Fund | VNQ | 0.10% | $17,299.2 | 7.08% | 16.20% | 17.82% | 8.31% |
| Vanguard Information Technology Index Fund | VGT | 0.14% | $2,694.5 | 5.40% | 0.56% | 10.52% | 8.72% |
| Vanguard Health Care Index Fund | VHT | 0.14% | $1,249.9 | 12.70% | 23.96% | 14.70% | 11.00% |
| Vanguard Utilities Index Fund | VPU | 0.14% | $1,383.1 | 10.76% | 15.38% | 13.80% | 5.14% |
| Vanguard Consumer Discretionary Index Fund | VCR | 0.14% | $696.2 | 10.72% | 19.19% | 19.47% | 13.67% |
| Vanguard Industrials Index Fund | VIS | 0.14% | $713.8 | 12.55% | 16.10% | 14.75% | 5.75% |
| Vanguard Consumer Staples Index Fund | VDC | 0.14% | $1,248.7 | 10.91% | 17.81% | 15.20% | 10.73% |
| Vanguard Materials Index Fund | VAW | 0.14% | $790.1 | 6.78% | 11.23% | 11.24% | 3.25% |
| Vanguard Energy Index Fund | VDE | 0.14% | $2,067.3 | 11.20% | 7.36% | 12.20% | 2.81% |
| Vanguard Telecommunication Services Index Fund | VOX | 0.14% | $422.4 | 4.66% | 14.96% | 13.52% | 8.07% |
| Ticker | Expense ratio* | Net assets ($M) | YTD return | 1-year return | 3-year return | 5-year return | |
|---|---|---|---|---|---|---|---|
| Schwab International Equity | SCHF | 0.09% | $1,156.1 | 5.99% | 11.40% | 5.99% | N/A |
| Vanguard MSCI EAFE | VEA | 0.12% | $11,996.0 | 6.11% | 12.44% | 6.14% | 0.08% |
| Vanguard MSCI Europe | VGK | 0.14% | $5,860.7 | 4.69% | 12.62% | 6.50% | -0.85% |
| iShares Core MSCI EAFE | IEFA | 0.14% | $422.4 | 7.52% | 0.00% | N/A | N/A |
| Vanguard MSCI Pacific Fund | VPL | 0.14% | $1,858.4 | 8.89% | 13.21% | 6.34% | 2.41% |
| Ticker | Expense ratio* | Net assets ($M) | YTD return | 1-year return | 3-year return | 5-year return | |
|---|---|---|---|---|---|---|---|
| Schwab Emerging Markets Equity | SCHE | 0.15% | $857.6 | -0.81% | 0.02% | 3.87% | N/A |
| iShares Core MSCI Emerging Markets | IEMG | 0.18% | $549.3 | -0.51% | 0.00% | N/A | N/A |
| Vanguard FTSE Emerging Markets Fund | VWO | 0.20% | $60,545.1 | -1.92% | -0.02% | 4.16% | 1.42% |
| iShares MSCI Emerg Mkts Minimum Volatility Index Fund | EEMV | 0.25% | $1,423.0 | 1.66% | 9.27% | N/A | N/A |
| PowerShares S&P Emerging Markets Low Volatility | EELV | 0.29% | $109.2 | 0.26% | 7.65% | N/A | N/A |
| PowerShares S&P Emerging Markets High Beta | EEHB | 0.29% | $2.3 | -5.74% | -7.57% | N/A | N/A |
| Ticker | Expense ratio* | Net assets ($M) | YTD return | 1-year return | 3-year return | 5-year return | |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Aggregate Bond | SCHZ | 0.05% | $396.9 | -0.54% | 3.50% | N/A | N/A |
| Schwab U.S. TIPS | SCHP | 0.07% | $590.9 | -0.96% | 4.86% | N/A | N/A |
| Schwab Short-Term US Treasury | SCHO | 0.08% | $260.4 | 0.06% | 0.59% | N/A | N/A |
| iShares Core Total US Bond Market | AGG | 0.08% | $14,842.4 | -0.49% | 3.62% | 5.13% | 5.27% |
| PIMCO 1-3 Year U.S. Treasury Index | TUZ | 0.09% | $135.0 | 0.05% | 0.59% | 1.14% | N/A |
| Assets as of Feb. 28; performance-related figures as of March 15. Three- and five-year returns are annualized. N/A=not available (fund has been in operation less than the stated period). *Most recent net prospectus. Source: Lipper | |||||||
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