Fund Name (Ticker) Style Annual Expenses (% of assets)¹ % Total Return: 2019² % Total Return: Five Years³
Invesco FTSE RAFI U.S. 1000 ETF (PRF)Large-cap: value0.4%21.9%8.6%
Vanguard Value ETF (VTV)Large-cap: value0.04%22.6%9.6%
WisdomTree U.S. LargeCap Dividend (DLN)Large-cap: value0.28%25%9.9%
iShares Edge MSCI Min. Vol. USA ETF (USMV)Large-cap: blend0.15%25.4%13.5%
Invesco S&P 500 High Quality ETF (SPHQ)Large-cap: blend0.19%29%9.8%
Vanguard Growth ETF (VUG)Large-cap: growth0.04%33%12.3%
Vanguard Mid-Cap Value ETF (VOE)Midcap: value0.07%24.7%7.8%
WisdomTree U.S. MidCap Dividend (DON)Midcap: value0.38%20.7%9.8%
Vanguard Mid-Cap Growth ETF (VOT)Midcap: growth0.07%31.2%9.7%
Vanguard Small-Cap Value ETF (VBR)Small-cap: value0.07%19.5%7.2%
WisdomTree U.S. SmallCap Dividend (DES)Small-cap: value0.38%18%8%
Invesco FTSE RAFI U.S. 1500 Small-Mid (PRFZ)Small-cap: blend0.4%18.9%7.6%
Vanguard Small-Cap Growth ETF (VBK)Small-cap: growth0.07%30%10.4%
SPDR S&P Dividend ETF (SDY)Dividend0.35%20.91%10.3%
Vanguard Intl. Dividend Appreciation ETF (VIGI)Dividend0.25%22.9%n.a.
iShares Cohen & Steers REIT ETF (ICF)Real estate0.34%25.4%10.9%
Vanguard Global ex.-U.S. Real Estate ETF (VNQI)Real estate0.12%17.1%5.6%
Vanguard Energy ETF (VDE)Commodity0.1%6.4%-4.7%
Invesco FTSE RAFI Developed Mkts. ex-U.S. (PXF)Foreign: large value0.45%13.8%3.2%
iShares Edge MSCI Min. Vol. EAFE ETF (EFAV)Foreign: large blend0.31%15%6.3%
SPDR S&P Emerging Markets Small Cap ETF (EWX)Foreign: emerging markets0.65%9.7%1.7%
Fidelity Total Bond ETF (FBND)Bond: intermediate term0.36%9.1%n.a.
Pimco Active Bond ETF (BOND)Bond: intermediate term0.73%8.5%3.68%
Pimco Enhanced Short Maturity Active ETF (MINT)Bond: short term0.36%3.07%1.78%
iShares iBoxx $ Investment Grade Corp. Bond (LQD)Bond: corporate0.15%16.8%5%
Vanguard Short-Term Corporate Bond ETF (VCSH)Bond: corporate0.07%6.6%2.7%
iShares iBoxx $ High Yield Corporate Bond ETF (HYG)Bond: high yield0.49%12%4.4%
Vanguard Tax-Exempt Bond ETF (VTEB)Bond: muni intermediate0.08%7%n.a.
SPDR Nuveen Bloomberg Barclays S/T Muni (SHM)Bond: muni short0.2%3.29%1.23%
Invesco International Corporate Bond (PICB)Bond: world0.5%7.4%0.29%
SPDR Bloomberg Barclays Em. Mkts. Local Bond (EBND)Bond: emerging markets0.3%0.64%0.52%