Three Funds at Three Groups
Plus, a low-cost ETF portfolio and Two ETFs at Avantis
We have defaulted to Vanguard for quick, low-cost do-it-yourself portfolios for years. However, they are no longer the low-cost index leader. Two other mutual fund managers are giving Vanguard a serious run for the money: Fidelity and Schwab. Therefore, you should consider these other firms for your DIY portfolio. Here are our new three fund suggestions for US stock, international equities, and diversified fixed-income investments:
US Equities
Fidelity Total Market Index Fund (US)
FSKAX
Schwab Total Stock Market Index Fund
SWTSX
Vanguard Total Stock Market Index Fund
VTSAX
iShares Core S&P Total US Stock Market ETF
ITOT
Int’L Equities
Fidelity Total International Index Fund
FTIHX
Schwab International Index Fund
SWISX
Vanguard Total International Stock Index Fund
VTIAX
iShares Core MSCI Total International Stock ETF
IXUS
Diversified Bonds
Fidelity Total Bond Index Fund (US)
FXNAX
Schwab US Aggregate Bond Index Fund
SWAGX
Vanguard Total Bond Market Index Fund
VBTLX
iShares Core US Aggregate Bond ETF
AGG
Global Equities
Avantis Core Fixed Income Institutional
AVIGX
Diversified Bonds
Avantis All EquityMarkets
AVIGX