Schwab ETF OneSource - Commission Free ETFs
Performance
HelpPortfolio Return | 128.24% | 95.85% | 96.45% |
Comparable Target-Date Fund [why this comparison?] |
52.32% Target-Date 2020 |
95.15% Target-Date 2030 |
143.81% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$75,920 (+75.92%) | +$694 (+0.69%) | -$47,368 (-47.37%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF | QAI | 30% | - | - |
Schwab International Small-Cap Equity ETF | SCHC | 15% | 22% | - |
Schwab U.S. Large-Cap Growth ETF | SCHG | 8% | 15% | - |
Guggenheim BulletShares 2020 Corporate Bond ETF | BSCK | 20% | 18% | - |
Schwab US Dividend Equity ETF | SCHD | 8% | 13% | - |
SPDR S&P Fossil Fuel Reserves Free ETF | SPYX | 19% | 32% | 11% |
Schwab US Broad Market ETF | SCHB | - | - | 60% |
Schwab US Large-Cap ETF | SCHX | - | - | 29% |
Total Portfolio | 100% | 100% | 100% |