| Ticker | 1-year estimated net flows ($M) | 1-year return | 3-year return | Expense ratio* | ||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF Trust | SPY | $13,262.5 | 13.67% | 12.96% | 0.09% |
| 2 | iShares MSCI Emerging Markets Index Fund | EEM | $9,780.4 | -0.37% | 3.42% | 0.69% |
| 3 | Vanguard FTSE Emerging Markets Fund | VWO | $5,113.3 | -0.02% | 4.16% | 0.20% |
| 4 | Vanguard 500 Index Fund | VOO | $4,936.1 | 13.78% | N/A | 0.05% |
| 5 | iShares Core S&P 500 | IVV | $4,858.2 | 13.76% | 12.98% | 0.07% |
| 6 | Vanguard REIT Index Fund | VNQ | $4,474.8 | 16.20% | 17.82% | 0.10% |
| 7 | Pimco Total Return Exchange-Traded Fund | BOND | $4,039.7 | 11.97% | N/A | 0.55% |
| 8 | Vanguard Total Stock Market Index Fund | VTI | $3,923.7 | 14.15% | 13.40% | 0.06% |
| 9 | WisdomTree Japan Hedged Equity Fund | DXJ | $3,485.7 | 21.42% | 3.43% | 0.48% |
| 10 | iShares iBoxx $ Inv Grade Corporate Bond Fund | LQD | $3,240.6 | 8.37% | 8.85% | 0.15% |
| Flows as of Feb. 28; performance as of March 15. Three-year returns are annualized. N/A=not available (fund has been in operation less than three years). *Net prospectus. Source: Lipper |
||||||
Cornerstone Advisors study reveals compliance bottlenecks stall campaigns weeks after customer opportunities close.
A father-daughter trio managing approximately $700 million joins the Atlanta-based fee-only RIA, establishing its Austin foothold.
CFP, CFA and CPA holders could gain accredited investor status as regulators weigh wider private market access for advisory clients
DeepVest, Vanilla and Libretto roll out tools to help financial advisors launch firms, close estate plans and sharpen planning skills
“People aren't effectively using their wealth in retirement,” said David Blanchett of Prudential.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
