Compare and print as a PDF up to four mutual funds, ETFs, or benchmarks from any fund family based on characteristics such as expenses, returns, risk, and portfolio attributes.
Provide broad asset-class exposure to U.S. and International equities and investment-grade taxable bonds in an asset allocation framework using Vanguard ETFs.
Determine the true expense of owning an investment product and its impact to your client portfolios based on factors such as expense ratio, trading costs, and bid-ask spreads.
Find Vanguard and non-Vanguard products using more than 25 specific performance, risk, cost, and other characteristics.
Enter a non-Vanguard ETF or mutual fund, and we'll tell you which Vanguard products have similar characteristics and historical performance.
Find Vanguard stock and balanced products that contain a certain stock holding. You can search across all Vanguard stock and balanced products or narrow your search to a specific Vanguard product.
Model bond portfolios to achieve the desired durations for your clients' fixed income allocations. Use Vanguard bond ETFs to create targeted portfolios using different duration and credit-quality profiles.
Correlate the returns of various investments, as well as entire portfolios, using three different tools.
Create, download, and save custom reports on returns, characteristics, and holdings.
This interactive tool helps your clients determine their optimal asset allocation by answering 11 simple questions about their personal investment goals.