Advisor tools

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Compare products

  • Reliable, unbiased data for Vanguard and non-Vanguard products.
  • Direct side-by-side product comparisons of up to 10 products.

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View products side-by-side

Compare products

  • Reliable, unbiased data for Vanguard and non-Vanguard products.
  • Direct side-by-side product comparisons of up to 10 products.

Quick info  

Portfolio analytics  

Create and evaluate client portfolios. Analyze hypothetical performance, risk statistics, country diversification, asset allocation, compare two portfolios side-by-side, and more.

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Strategic models  

Provide broad asset-class exposure to U.S. and International equities and investment-grade taxable bonds in an asset allocation framework using Vanguard ETFs or mutual funds.

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Screen products

Find Vanguard and non-Vanguard products using more than 25 specific performance, risk, cost, and other characteristics.

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Find similar Vanguard products

Enter a non-Vanguard ETF or mutual fund, and we'll tell you which Vanguard products have similar characteristics and historical performance.

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Holding search tool

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.

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Create custom reports  

Create, download, and save custom reports on returns, characteristics, and holdings.

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Investor Questionnaire

This tool helps your clients determine their optimal asset allocation by answering 11 simple questions about their personal investment goals.

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My product list

Create and save a custom list of Vanguard products.

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