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.
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.
10 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 |
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 →