Expensive Mutual Fund Managers
The average expensive ratio for the 100 largest mutual funds that oversee U.S. stock portfolios is 0.6% a year; five of the 100 funds charge 1.0% a year. Two of the better performers over the past five years were Yacktman Focused (YAFFX) and Sequoia (SEQUX); both of these funds have an expense ratio of at least 1.0%.
|
Name of ETF |
Size ($ b) |
Expense Ratio |
|
SPDR S&P 500 (SPY) |
$125 |
0.09 |
|
Vanguard FTSE Emerging Markets (VWO) |
$61 |
0.18 |
|
iShares MSCI Emerging Markets (EEM) |
$51 |
0.68 |
|
iShares MSCI EAFE (EFA) |
$41 |
0.34 |
|
iShares Core S&P 500 (IVV) |
$38 |
0.09 |
|
PowerShares QQQ Nasdaq 100 (QQQ) |
$31 |
0.20 |
|
Vanguard Total Stock Market (VTI) |
$28 |
0.05 |
|
iShares iBoxx $ Investment Grade Corp. Bond (LQD) |
$24 |
0.15 |
|
iShares Barclays TIPS Bond (TIP) |
$21 |
0.20 |
|
iShares Russell 2000 Index (IWM) |
$19 |
0.20 |
|
Vanguard Total Return Bond Market (BND) |
$18 |
0.10 |
|
iShares Russell 1000 Growth Index (IWF) |
$18 |
0.20 |
|
iShares Core S&P Mid-Cap (IJH) |
$16 |
0.20 |
|
iShares iBoxx $ High-Yield Corporate Bond (HYG) |
$15 |
0.50 |
|
iShares Core Total U.S. Bond Market (AGG) |
$15 |
0.20 |