What are Exchange Traded Funds?

  • Exchange Traded Funds are a basket of stocks, much like a mutual fund.

  • ETFs have many distinct advantages over mutual funds:

  1. ETFs are traded just like stocks, on the three major stock exchanges, therefore you can buy and sell during the day.
     
  2. ETFs have much lower expense ratio’s than mutual funds, 0.05% for the Vanguard S&P ETF.
     
  3. There are over 1400 ETFs now ranging from the S&P 500 SPDR (SPY) to the Dow Jones Industrial Average Diamonds (DIA) to the Latin America 40 (ILF) and the Gold Trust (GLD).
     
  4. ETFs give us the opportunity to diversify your portfolio with Small-Cap, Mid-Cap, International, and Domestic stocks, as well as commodities such as Oil, Gold and Silver.

Exchange Traded Fund

Ticker

Expense Ratio

Vanguard S&P 500 VOO 0.05%
Vanguard Mid-Cap VO 0.09%
Vanguard Small-Cap VB 0.09%
Core Total US Bond Market AGG 0.08%
Dividend Appreciation VIG 0.10%

Doyle Investment

100 S. Madison Ave.

Greenwood, IN 46142

dustin@doyleinvestment.com

317-215-4871

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