| 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 | |||||||
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
