Schwab ETF OneSource - Commission Free ETFs
Performance
HelpPortfolio Return | 133.88% | 102.70% | 103.26% |
Comparable Target-Date Fund [why this comparison?] |
53.22% Target-Date 2020 |
96.95% Target-Date 2030 |
147.03% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$80,659 (+80.66%) | +$5,749 (+5.75%) | -$43,767 (-43.77%) |
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% |