The ETFs listed in this cart are the largest ETFs by assets under management, with broad based exposure, in each of the following four categories: U.S. large-cap, U.S. mid-cap, U.S. small-cap and U.S. growth stocks.
|SPY||SPDR S&P 500 ETF Trust||0.09%||$280,348||1.78%||$189|
|IJH||iShares Core S&P Mid-Cap ETF||0.07%||$50,612||1.45%||$3,670|
|IJR||iShares Core S&P Small-Cap ETF||0.07%||$44,983||1.39%||$6,397|
|IWF||iShares Russell 1000 Growth ETF||0.20%||$44,747||0.80%||($1,559)|
Yield: The sum of net dividend per share gone ex-dividend over the prior 12 months divided by the current stock price.
AUM: Reported in $ millions.
Fund Flow: The net fund flow over the prior 12 months, reported in $ millions.
Returns for periods more than 1Y are annualized
Risk: Annualized daily volatility over the last 3 years
Return / Risk: Annualized 3Y return divided by the annualized 3Y daily volatility.
Click the “Stocks” icon.
Choose one ticker at a time or invest in all by clicking “Add all to cart”.
Once complete, click the “Cart” icon
Enter the amount that you wish to invest.
NOTE: By default, the stocks or ETFs in a selected cart will be weighted equally. If you would like to change the percentage allocated to each ticker, simply click on the ticker and enter the target allocation.
Click, “Proceed to checkout”, review your order, then click, “Checkout”.