MyPlanIQ Major Brokerage Investor Etrade All Star ETFs

Etrade All Star ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RWR SPDR Dow Jones REIT
Global Real Estate RWO SPDR Dow Jones Global Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
US EQUITY
LARGE BLEND SPY SPDR S&P 500
SMALL VALUE IWN iShares Russell 2000 Value Index
SMALL BLEND IWM iShares Russell 2000 Index
Total Available Funds: 35
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RWR SPDR Dow Jones REIT
Global Real Estate RWO SPDR Dow Jones Global Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Intermediate Government AGZ iShares Barclays Agency Bond
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
WORLD BOND BWX SPDR Barclays Capital Intl Treasury Bond
WORLD BOND WIP SPDR DB Intl Govt Infl-Protected Bond
Emerging Markets Bond PCY PowerShares Emerging Mkts Sovereign Debt
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond
LONG GOVERNMENT TLH iShares Barclays 10-20 Year Treasury Bd
WORLD BOND BWZ SPDR Barclays Cap S/T Intl Treasury Bond
Intermediate-Term Bond CFT iShares Barclays Credit Bond
Intermediate Government ITE SPDR Barclays Capital Interm Term Trs
US EQUITY
LARGE BLEND SPY SPDR S&P 500
SMALL VALUE IWN iShares Russell 2000 Value Index
SMALL BLEND IWM iShares Russell 2000 Index
Small Growth IWO iShares Russell 2000 Growth Index
LARGE GROWTH IWF iShares Russell 1000 Growth Index
LARGE VALUE DIA SPDR Dow Jones Industrial Average
LARGE VALUE IWD iShares Russell 1000 Value Index
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF
LARGE GROWTH MGK Vanguard Mega Cap 300 Gr Index ETF
LARGE BLEND RSP Rydex S&P Equal Weight
LARGE VALUE MGV Vanguard Mega Cap 300 Value Index ETF
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF
MID-CAP BLEND VO Vanguard Mid-Cap ETF
Total Available Funds: 35
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
REAL ESTATE RWR SPDR Dow Jones REIT 95% 1 60 0 0.25% 3.84%
Global Real Estate RWO SPDR Dow Jones Global Real Estate 95% 1 60 0 0.5% 3.68%
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF 97% 1 60 0 0.08% 3.51%
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index 100% 1 60 0 0.33% 2.9%
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx 92% 1 60 0 0.51% 6.63%
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond 100% 1 60 0 0.03% 3.24%
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF 99% 1 60 0 0.07% 3.22%
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 99% 1 60 0 0.15% 3.19%
Intermediate Government AGZ iShares Barclays Agency Bond 99% 1 60 0 0.2% 3.22%
Short-Term Bond BSV Vanguard Short-Term Bond ETF 99% 1 60 0 0.07% 2.56%
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond 98% 1 60 0 0.15% 2.48%
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond 98% 1 60 0 0.15% 3.11%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond 97% 1 60 0 0.19% 2.76%
WORLD BOND BWX SPDR Barclays Capital Intl Treasury Bond 97% 1 60 0 0.35% 1.72%
WORLD BOND WIP SPDR DB Intl Govt Infl-Protected Bond 96% 1 60 0 0.5% 6.4%
Emerging Markets Bond PCY PowerShares Emerging Mkts Sovereign Debt 94% 1 60 0 0.5% 6.7%
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond 93% 1 60 0 0.39% 4.84%
LONG GOVERNMENT TLH iShares Barclays 10-20 Year Treasury Bd 78% 1 60 0 0.15% 4.02%
WORLD BOND BWZ SPDR Barclays Cap S/T Intl Treasury Bond 46% 1 60 0 0.35% 1.65%
Intermediate-Term Bond CFT iShares Barclays Credit Bond 0% 1 60 0 0.2% 0%
Intermediate Government ITE SPDR Barclays Capital Interm Term Trs 0% 1 60 0 0.14% 1.96%
US EQUITY
LARGE BLEND SPY SPDR S&P 500 100% 1 60 0 0.09% 1.3%
SMALL VALUE IWN iShares Russell 2000 Value Index 100% 1 60 0 0.24% 2.07%
SMALL BLEND IWM iShares Russell 2000 Index 99% 1 60 0 0.19% 1.33%
Small Growth IWO iShares Russell 2000 Growth Index 99% 1 60 0 0.24% 0.7%
LARGE GROWTH IWF iShares Russell 1000 Growth Index 99% 1 60 0 0.19% 0.61%
LARGE VALUE DIA SPDR Dow Jones Industrial Average 99% 1 60 0 0.16% 1.74%
LARGE VALUE IWD iShares Russell 1000 Value Index 98% 1 60 0 0.19% 1.95%
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF 97% 1 60 0 0.19% 0.68%
LARGE GROWTH MGK Vanguard Mega Cap 300 Gr Index ETF 96% 1 60 0 0.06% 0.46%
LARGE BLEND RSP Rydex S&P Equal Weight 96% 1 60 0 0.2% 1.58%
LARGE VALUE MGV Vanguard Mega Cap 300 Value Index ETF 94% 1 60 0 0.06% 2.36%
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF 94% 1 60 0 0.19% 2.22%
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF 94% 1 60 0 0.08% 3.01%
MID-CAP BLEND VO Vanguard Mid-Cap ETF 6% 1 60 0 0.04% 1.47%
Average Expense Ratio: 0.21%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click for Portfolio Details or Follow 2.8% 11.9% 3.1% 5.4% 4.1% 6.7%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click for Portfolio Details or Follow 1.7% 13.7% 1.2% 4.8% 4.6% 6.4%

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Other Related Portfolios YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
Etrade All Star ETFs Tactical Asset Allocation Moderate Quarterly 5.3% 15.4% 2.7% 6.1% 3.8%
Description
The plan consists of 35 funds. It covers 5 major asset classes and 22 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, REITs and Emerging Market Equity.

Based on ETrade: ETrade All-Star ETFs are selected based on criteria such as low expense ratio, tracking error, liquidity, style purity, underlying holdings, and how well the ETF represents the index it seeks to replicate. In addition, ETFs chosen are passively managed, have at least 6-months trading history and are sponsored by a well balanced investment firm. Inverse and leveraged ETFs are not considered.



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