Long-term investing
ETFs & index funds.
A focused shortlist of familiar funds, grouped by what they do. Start with broad US funds, then compare growth, dividends and other investment goals.
46selected funds46 with current chart context
Start with the job, not the ticker. “Core” means broad diversification. “Growth” usually means more price movement. “Dividend” focuses on company payouts. The speculative group has higher risk. Daily leveraged and inverse trading products are excluded.
The four range columns show low and high prices. YTD %, below the current price, shows this year’s price change; dividends are excluded. Fund fit is a simple role-and-trend guide; Chart setup uses the long-term price checklist for ETFs. Mutual funds show “Daily NAV” because their price is set once a day. Neither replaces checking holdings, expense ratio, taxes or fit for your plan.
46 funds shown. Prices, ranges and YTD price return use the latest available session. Mutual funds normally update once a day. Curated 2026-09-26.
| Ticker | Fund / job | Now / YTD % | 1 wk | 1 mo | 3 mo | YTD range | Fund fit | Chart setup |
|---|---|---|---|---|---|---|---|---|
| Broad USStart here for broad US stock exposure. Similar index funds are alternatives, not extra diversification. | ||||||||
| IVVETF | iShares Core S&P 500 ETF500 large US companiesBroad US · Core | $778.25 YTD +13.6% | $762 $780Current in range | $751 $780Current in range | $732 $783Current in range | $632 $783Current in range | 91Strong fit | Wait |
| SPYETF | State Street SPDR S&P 500 ETF Trust500 large US companiesBroad US · Core | $774.83 YTD +13.6% | $759 $777Current in range | $750 $777Current in range | $729 $779Current in range | $629 $779Current in range | 91Strong fit | Wait |
| VOOETF | Vanguard S&P 500 ETF500 large US companiesBroad US · Core | $712.32 YTD +13.6% | $697 $714Current in range | $689 $714Current in range | $670 $716Current in range | $578 $716Current in range | 91Strong fit | Wait |
| VTIETF | Vanguard Morningstar Total Stock Market ETFNearly the whole US stock marketBroad US · Core | $380.60 YTD +13.5% | $373 $382Current in range | $369 $382Current in range | $360 $385Current in range | $310 $385Current in range | 85Strong fit | Wait |
| RSPETF | Invesco S&P 500 Equal Weight ETFS&P 500 with similar-sized holdingsBroad US · Core | $211.12 YTD +10.2% | $207 $211Current in range | $207 $220Current in range | $207 $223Current in range | $187 $223Current in range | 83Strong fit | Wait |
| VBETF | Vanguard Morningstar Small-Cap ETFSmall US companiesBroad US · Growth | $290.95 YTD +12.8% | $283 $292Current in range | $283 $301Current in range | $283 $310Current in range | $253 $310Current in range | 83Strong fit | Wait |
| VOETF | Vanguard Morningstar Mid-Cap ETFMid-sized US companiesBroad US · Growth | $80.26 YTD +10.6% | $78 $80Current in range | $78 $83Current in range | $78 $85Current in range | $70 $85Current in range | 83Strong fit | Wait |
| FXAIXMutual fund | Fidelity 500 Index FundS&P 500 index mutual fundBroad US · Core | $268.32 YTD +12.9% | No data | No data | No data | No data | Data needed | Daily NAV |
| VFIAXMutual fund | Vanguard 500 Index Fund Admiral SharesS&P 500 index mutual fundBroad US · Core | $712.69 YTD +12.8% | No data | No data | No data | No data | Data needed | Daily NAV |
| VTSAXMutual fund | Vanguard Morningstar Total Stock Market Index Fund Admiral SharesTotal US stock market index mutual fundBroad US · Core | $183.99 YTD +12.7% | No data | No data | No data | No data | Data needed | Daily NAV |
| GrowthCompanies focused on growth. QQQ and QQQM track the same index; compare them as alternatives. | ||||||||
| MGKETF | Vanguard Morningstar Mega Cap Growth ETFVery large US growth companiesGrowth · Growth | $94.59 YTD +14.6% | $92 $95Current in range | $89 $95Current in range | $83 $95Current in range | $70 $95Current in range | 75Strong fit | Wait |
| QQQETF | Invesco QQQ ETFLarge non-financial Nasdaq companiesGrowth · Growth | $756.20 YTD +23.1% | $735 $757Current in range | $700 $757Current in range | $661 $757Current in range | $556 $757Current in range | 75Strong fit | Wait |
| QQQMETF | Invesco Nasdaq 100 ETFLarge non-financial Nasdaq companiesGrowth · Growth | $311.40 YTD +23.1% | $303 $312Current in range | $288 $312Current in range | $272 $312Current in range | $229 $312Current in range | 75Strong fit | Wait |
| SCHGETF | Schwab US Large-Cap Growth ETFLarge US growth companiesGrowth · Growth | $36.72 YTD +12.6% | $36 $37Current in range | $35 $37Current in range | $33 $37Current in range | $28 $37Current in range | 75Strong fit | Wait |
| SPYGETF | State Street SPDR Portfolio S&P 500 Growth ETFGrowth companies in the S&P 500Growth · Growth | $125.74 YTD +17.8% | $123 $126Current in range | $118 $126Current in range | $112 $126Current in range | $94 $126Current in range | 75Strong fit | Wait |
| VUGETF | Vanguard Morningstar Growth ETFLarge US growth companiesGrowth · Growth | $92.06 YTD +13.2% | $90 $92Current in range | $86 $92Current in range | $82 $92Current in range | $70 $92Current in range | 75Strong fit | Wait |
| DividendCompanies that pay dividends. Compare total return as well as income. | ||||||||
| VIGETF | Vanguard Dividend Appreciation ETFCompanies with a history of raising dividendsDividend · Income | $236.15 YTD +7.4% | $232 $237Current in range | $232 $243Current in range | $232 $247Current in range | $210 $247Current in range | 81Strong fit | Wait |
| VYMETF | Vanguard High Dividend Yield ETFHigher-dividend US companiesDividend · Income | $157.03 YTD +9.4% | $154 $157Current in range | $154 $165Current in range | $154 $168Current in range | $143 $168Current in range | 81Strong fit | Wait |
| SCHDETF | Schwab US Dividend Equity ETFUS companies screened for dividends and qualityDividend · Income | $32.72 YTD +19.3% | $32 $33Current in range | $32 $35Current in range | $32 $35Current in range | $27 $35Current in range | 66Mixed fit | Wait |
| DGROETF | iShares Core Dividend Growth ETFUS companies with growing dividendsDividend · Income | $76.06 YTD +9.6% | $75 $76Current in range | $75 $79Current in range | $75 $81Current in range | $69 $81Current in range | 65Mixed fit | Wait |
| Income strategiesStocks plus option income. Distributions can vary and upside may be limited. | ||||||||
| JEPQETF | JPMorgan Nasdaq Equity Premium Income ETFNasdaq stocks plus option incomeIncome strategies · Income / capped upside | $61.19 YTD +5.3% | $60 $61Current in range | $59 $61Current in range | $56 $61Current in range | $54 $62Current in range | 74Strong fit | Wait |
| JEPIETF | JPMorgan Equity Premium Income ETFLarge US stocks plus option incomeIncome strategies · Income / capped upside | $56.29 YTD -1.7% | $56 $57Current in range | $56 $57Current in range | $56 $58Current in range | $55 $60Current in range | 65Mixed fit | Wait |
| ValueCompanies priced lower on business measures; small-company funds can swing more. | ||||||||
| AVUVETF | Avantis US Small Cap Value ETFSmall US companies with value and profitability screensValue · Higher risk | $120.73 YTD +18.4% | $117 $121Current in range | $117 $127Current in range | $117 $129Current in range | $102 $129Current in range | 83Strong fit | Wait |
| VTVETF | Vanguard Morningstar Value ETFLarge US value companiesValue · Value | $217.93 YTD +14.1% | $215 $218Current in range | $215 $227Current in range | $215 $229Current in range | $190 $229Current in range | 67Mixed fit | Wait |
| TechnologyFocused technology exposure. Check overlap with your broad and growth funds. | ||||||||
| SOXXETF | iShares Semiconductor ETFSemiconductor companiesTechnology · Sector | $589.51 YTD +95.8% | $564 $596Current in range | $495 $596Current in range | $464 $596Current in range | $307 $656Current in range | 89Strong fit | Wait |
| SMHETF | VanEck Semiconductor ETFSemiconductor companiesTechnology · Sector | $633.90 YTD +76.0% | $605 $636Current in range | $538 $636Current in range | $504 $636Current in range | $360 $672Current in range | 83Strong fit | Wait |
| VGTETF | Vanguard Information Technology ETFUS information technology companiesTechnology · Sector | $129.20 YTD +37.1% | $125 $130Current in range | $118 $130Current in range | $108 $130Current in range | $83 $130Current in range | 75Strong fit | Wait |
| XLKETF | Technology Select Sector SPDR FundLarge US information technology companiesTechnology · Sector | $200.93 YTD +39.6% | $194 $201Current in range | $182 $201Current in range | $166 $201Current in range | $127 $201Current in range | 75Strong fit | Wait |
| InternationalMarkets outside the US; VT also includes US stocks. | ||||||||
| VXUSETF | Vanguard Total International Stock ETFStocks outside the USInternational · Core | $85.85 YTD +13.8% | $84 $86Current in range | $84 $89Current in range | $82 $89Current in range | $74 $89Current in range | 84Strong fit | Wait |
| VTETF | Vanguard Total World Stock ETFOne fund holding US and international stocksInternational · Core | $160.11 YTD +13.5% | $157 $160Current in range | $156 $162Current in range | $152 $163Current in range | $134 $163Current in range | 78Strong fit | ✓ Buy setup |
| VWOETF | Vanguard FTSE Emerging Markets ETFEmerging-market stocksInternational · Higher risk | $60.61 YTD +12.7% | $59 $61Current in range | $59 $62Current in range | $57 $62Current in range | $52 $62Current in range | 78Strong fit | Wait |
| VEAETF | Vanguard FTSE Developed Markets ETFDeveloped-market stocks outside the USInternational · Core | $71.13 YTD +13.9% | $70 $71Current in range | $70 $74Current in range | $69 $74Current in range | $62 $74Current in range | 68Mixed fit | Wait |
| INDAETF | iShares MSCI India ETFIndian stocksInternational · Country risk | $46.57 YTD -13.8% | $46 $47Current in range | $46 $50Current in range | $46 $51Current in range | $45 $55Current in range | 67Mixed fit | Wait |
| VTIAXMutual fund | Vanguard Total International Stock Index Fund Admiral SharesInternational stock index mutual fundInternational · Core | $45.86 YTD +13.2% | No data | No data | No data | No data | Data needed | Daily NAV |
| Bonds & cashIncome and interest-rate exposure. Long-term bonds can move sharply when rates change. | ||||||||
| SGOVETF | iShares 0-3 Month Treasury Bond ETFVery short US Treasury billsBonds & cash · Cash-like | $100.45 YTD +0.1% | $100 $101Current in range | $100 $101Current in range | $100 $101Current in range | $100 $101Current in range | 83Strong fit | Wait |
| VTEBETF | Vanguard Tax-Exempt Bond ETFUS municipal bondsBonds & cash · Income / rate risk | $47.37 YTD -5.8% | $47 $48Current in range | $47 $49Current in range | $47 $50Current in range | $47 $51Current in range | 83Strong fit | Wait |
| AGGETF | iShares Core US Aggregate Bond ETFBroad US investment-grade bondsBonds & cash · Income / rate risk | $94.13 YTD -5.8% | $94 $95Current in range | $94 $97Current in range | $94 $98Current in range | $94 $101Current in range | 67Mixed fit | Wait |
| BNDETF | Vanguard Total Bond Market ETFBroad US investment-grade bondsBonds & cash · Income / rate risk | $69.88 YTD -5.7% | $70 $70Current in range | $70 $72Current in range | $70 $73Current in range | $70 $75Current in range | 67Mixed fit | Wait |
| TIPETF | iShares TIPS Bond ETFInflation-protected US TreasuriesBonds & cash · Rate sensitivity | $103.98 YTD -5.4% | $104 $105Current in range | $104 $107Current in range | $104 $108Current in range | $104 $112Current in range | 67Mixed fit | Wait |
| TLTETF | iShares 20+ Year Treasury Bond ETFLong-term US Treasury bondsBonds & cash · High rate sensitivity | $77.12 YTD -11.5% | $77 $79Current in range | $77 $82Current in range | $77 $85Current in range | $77 $91Current in range | 67Mixed fit | Wait |
| Real estateProperty-company exposure with sector concentration and interest-rate risk. | ||||||||
| SCHHETF | Schwab US REIT ETFUS real estate investment trustsReal estate · Sector / income | $21.85 YTD +4.6% | $22 $22Current in range | $22 $24Current in range | $22 $25Current in range | $21 $25Current in range | 67Mixed fit | Wait |
| VNQETF | Vanguard Real Estate ETFUS real estate investment trustsReal estate · Sector / income | $89.15 YTD +0.7% | $88 $91Current in range | $88 $97Current in range | $88 $102Current in range | $87 $102Current in range | 67Mixed fit | Wait |
| GoldGold exposure; no company earnings or regular dividend income. | ||||||||
| GLDETF | SPDR Gold SharesGold bullion exposureGold · Commodity | $379.55 YTD -4.2% | $378 $385Current in range | $377 $408Current in range | $364 $429Current in range | $363 $510Current in range | 84Strong fit | Wait |
| SpeculativeConcentrated themes or crypto exposure with much larger potential swings. | ||||||||
| IBITETF | iShares Bitcoin Trust ETFBitcoin exposure through a trustSpeculative · Very high volatility | $48.56 YTD -2.2% | $47 $49Current in range | $42 $49Current in range | $35 $49Current in range | $33 $56Current in range | 89Strong fit | Wait |
| ARKGETF | ARK Genomic Revolution ETFGenomics and biotech innovationSpeculative · High volatility | $56.77 YTD +96.0% | $53 $57Current in range | $45 $57Current in range | $37 $57Current in range | $25 $57Current in range | 75Strong fit | Wait |
| ARKKETF | ARK Innovation ETFConcentrated innovation companiesSpeculative · High volatility | $92.78 YTD +20.6% | $88 $93Current in range | $82 $93Current in range | $70 $93Current in range | $63 $93Current in range | 75Strong fit | Wait |
One-line reading: the four low / high cells are observed ranges. YTD % is the split-adjusted price change from the final trading close of the prior year, excluding dividends and cash distributions. It can differ from the fund’s published total return. Fund fit combines fresh range direction, room below the YTD high and the fund’s stated job. The bright Chart setup badge is a separate checklist, not a promise.
Learning the basics? Compare two funds that do the same job, then check holdings, costs, taxes and how much risk you can live with.
Read the ETF lesson →