Which Exchange Traded Funds are used by Honest Dollar?

Our model portfolios use exchange traded funds (ETFs) to provide exposure to up to 14 different asset classes. The primary ETFs used in our model portfolios are listed below, each with a link to the fund’s prospectus.

 

Stock ETFs          Link      Expense Ratio
iShares Core S&P Total U.S. Stock Market ETF       (ITOT)   0.03%
iShares Core MSCI EAFE ETF       (IEFA)   0.08%
iShares Core MSCI Emerging Markets ETF        (IEMG)    0.15%
iShares MSCI EAFE Small Cap ETF      (SCZ)    0.40%
Vanguard REIT ETF                               (VNQ)    0.12%
Vanguard International REIT ETF       (VNQI)    0.15%

 

Bond ETFs Link     Expense Ratio
iShares Core U.S. Aggregate Bond ETF     (AGG 0.05%
iShares JPMorgan USD Emerging Markets Bond ETF      (EMB)   0.40%
iShares Emerging Markets Local Currency Bond ETF     (LEMB) 0.50%
iShares iBoxx $ Investment Grade Corporate Bond ETF   (LQD) 0.15%
SPDR Portfolio Long Term Treasury ETF    (SPTL) 0.06%
Vanguard Long-Term Corporate Bond ETF    (VCLT) 0.07%
iShares iBoxx $ High Yield Corporate Bond ETF   (HYG) 0.49%
iShares TIPS Bond ETF   (TIP) 0.20%

 

Alternate ETF options are available. If you wish to impose reasonable restrictions on your chosen portfolio, contact us at support@honestadvisors.com.