Top Tier ETF Broker Finalists
10/28/2010 0 comments
We have examined four ETF Providers, Schwab, Ameritrade, Vanguard and Fidelity.
Schwab and Fidelity were removed from the list as Ameritrade and Vanguard both had more asset classes and more funds with which to build a portfolio generating higher returns.
Ameritrade with 101 funds and Vanguard with 62 funds are left with the ability to go into deeper analysis to see whether the extra funds in Ameritrade deliver added value.
TD Ameritrade have multiple ETF's in each minor asset category whereas Vanguard does not. Both brokers offer a very broad range of US equities
Performance chart (as of Oct 25, 2010)
Performance table (as of Oct 25, 2010)
| Portfolio Name | 1Yr AR | 1Yr Sharpe | 3Yr AR | 3Yr Sharpe | 5Yr AR | 5Yr Sharpe |
|---|---|---|---|---|---|---|
| Vanguard 62 Tactical Asset Allocation Moderate | 14% | 93% | 5% | 33% | 13% | 81% |
| Vanguard 62 Strategic Asset Allocation Moderate | 17% | 126% | 2% | 5% | 8% | 42% |
| TD Ameritrade Commission Free ETFs Tactical Asset Allocation Moderate | 14% | 96% | 13% | 84% | 20% | 128% |
| TD Ameritrade Commission Free ETFs Strategic Asset Allocation Moderate | 10% | 89% | -1% | -10% | 8% | 44% |
labels:investment,
Symbols:SPY,VTI,EFA,VEU,EEM,VWO,IYR,VNQ,ICF,AGG,BND,HYG,JNK,PHB,CIU,BIV,GII,PUI,DBU,RYU,UPW,IYH,IXJ,VHT,XBI,PBE,DBR,RYH,IXP,PTE,DGG,LTL,IYM,IGE,VAW,XLB,XME,PYZ,DBN,RTM,UYM,MTK,PTF,DBT,RYT,ROM,GWL,PFA,IVE,IWW,JKF,VTV,ELV,PWV,RPV,SCHV,IYF,VFH,IPF,PFI,DRF,RYF,KXI,
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