This market analysis includes an overview of the most important markets in the world. The three main indexes tracking the U.S. equities include Dow Jones 30, S&P 500 Index and Nasdaq 100 Index. Other popular indexes are S&P 400 Index and S&P 600 Index.
An Exchange Traded Fund (ETF) is a security that tracks a stock market index, sector, commodity, any other asset or a collection of securities. All the Exchange-Traded Funds (ETFs) mentioned on this page have no minimum USD$ required to invest and are traded INTRADAY. It means that they are bought and sold on a stock exchange constantly, experiencing price changes throughout the day.
* The expense ratio for each ETF is per year while the return is the average annual return in the last 10 years.
🌐 | MARKET: WORLD
DESCRIPTION:
The global market includes both the U.S. companies and foreign companies. It covers the performance of both well-established and still-developing markets, both developed markets and emerging economies. The world market has high potential for growth in the long-term but also has high risk in the short-term. It includes thousands of individual companies in dozens of different countries. Great for anyone who would like to establish broad-based, global equity exposure.
EXCHANGE-TRADED FUNDS (TICKER):
Vanguard: Vanguard Total World Stock Index Fund ETF Shares (VT)
BlackRock: iShares MSCI ACWI Index Fund (ACWI)
State Street: SPDR Global Dow ETF (DGT)
Fidelity Investments: n/a
Invesco: n/a
Charles Schwab: n/a
EXPENSE:
0.08%
0.32%
0.50%
RETURN:
10.13%
10.40%
8.75%
🇺🇸 | MARKET: DOW JONES 30
DESCRIPTION:
This market includes 30 ‘blue-chip’ stocks in the U.S. Blue chip is a stock of high investment quality that represents a well-established company that enjoys public confidence in its worth and stability. This market is represented by The Dow Jones Industrial Average, a price-weighted index DJI which is the oldest continuing U.S. market index.
EXCHANGE-TRADED FUNDS (TICKER):
Vanguard: n/a
BlackRock: iShares Dow Jones US ETF (IYY)
State Street: SPDR Dow Jones Industrial Average ETF Trust (DIA)
Fidelity Investments: n/a
Invesco: n/a
Charles Schwab: n/a
EXPENSE:
n/a
0.20%
0.16%
RETURN:
n/a
14.49%
13.25%
🇺🇸 | MARKET: TOTAL U.S.
DESCRIPTION:
This market includes the overall national market in the U.S., the whole domestic economy. It consists large-cap, middle-cap, small-cap and micro-cap companies regularly traded on the New York Stock Exchange (NYSE) and Nasdaq. Around 4,100 companies in total make up this market.
EXCHANGE-TRADED FUNDS (TICKER):
Vanguard: Vanguard Total Stock Market Index Fund ETF Shares (VTI)
BlackRock: iShares Core S&P Total U.S. Stock Market ETF (ITOT)
State Street: n/a
Fidelity Investments: Fidelity Total Stock Market Index Fund (FSKAX)
Invesco: n/a
Charles Schwab: Schwab Total Stock Market Index Fund (SWTSX)
EXPENSE:
0.03%
0.03%
n/a
0.015%
n/a
0.03%
RETURN:
14.70%
15.20%
n/a
14.35%
n/a
14.31%
🇺🇸 | MARKET: S&P 1,500 (EXTENDED MARKET)
DESCRIPTION:
This market includes companies including large-cap, middle-cap and small-cap companies in the U.S. from S&P 500 Index, S&P MidCap 400 Index, and S&P SmallCap 600 Index.
EXCHANGE-TRADED FUNDS (TICKER):
Vanguard: Vanguard Extended Market ETF (VXF)
BlackRock: n/a
State Street: SPDR Portfolio S&P 1500 Composite Stock Market (SPTM)
Fidelity Investments: Fidelity Extended Market Index Fund (FSMAX)
Invesco: n/a
Charles Schwab: Schwab U.S. Broad Market ETF (SCHB)
EXPENSE:
0.06%
n/a
0.03%
0.04%
n/a
0.03%
RETURN:
14.02%
n/a
14.49%
12.39%
n/a
14.68%
🇺🇸 | MARKET: S&P 500 Large Caps
DESCRIPTION:
This market includes the large capitalization companies and is considered one of the best representations of the U.S. domestic economy. It consists the 500 largest U.S. firms. All 500 companies have at least a 50% public float.
EXCHANGE-TRADED FUNDS (TICKER):
Vanguard: Vanguard S&P 500 ETF (VOO)
BlackRock: iShares Core S&P 500 (IVV)
State Street: SPDR S&P 500 ETF Trust (SPY)
State Street: SPDR Portfolio S&P 500 ETF (SPLG)
Fidelity Investments: Fidelity 500 Index Fund (FXAIX)
Invesco: Invesco S&P 500 Equal Weight ETF (RSP)
Charles Schwab: Schwab U.S. Large-Cap ETF (SCHX)
EXPENSE:
0.03%
0.04%
0.09%
0.03%
0.02%
0.20%
0.03%
RETURN:
14.80%
16.29%
14.71%
14.70%
14.78%
14.98%
14.88%
These 500 companies are classified into 11 major sectors: Consumer Staples/Defensive, Healthcare, Utilities, Basic Materials, Consumer Discretionary/Cyclical, Financial Services, Real Estate, Communication Services, Energy, Industrials and Technology. A sector describes a large segment of the economy. These 11 sectors are grouped into three categories:
DEFENSIVE: Consumer Staples/Defensive, Healthcare, Utilities
CYCLICAL: Basic Materials, Consumer Discretionary/Cyclical, Financial Services, Real Estate
SENSITIVE: Communication Services, Energy, Industrials, Technology
There are many specific industries that belong to one large sector.
🇺🇸 | MARKET: S&P 400 Middle Caps
DESCRIPTION:
This market includes companies including middle capitalization companies in the U.S. from S&P 400 Index.
EXCHANGE-TRADED FUNDS (TICKER):
Vanguard: Vanguard S&P Mid-Cap 400 ETF (IVOO)
BlackRock: iShares Core S&P Mid-Cap ETF (IJH)
State Street: SPDR S&P MidCap 400 ETF (MDY)
Fidelity Investments: Principal MidCap S&P 400 Index Fund (MPSIX)
Invesco: Invesco S&P MidCap 400 Equal Weight ETF (EWMC)
Charles Schwab: Schwab US Mid-Cap ETF (SCHM)
EXPENSE:
0.10%
0.05%
0.92%
0.27%
0.54%
0.04%
RETURN:
12.24%
12.78%
13.61%
11.94%
11.98%
12.96%
🇺🇸 | MARKET: S&P 600 Small Caps
DESCRIPTION:
This market includes companies including small capitalization companies in the U.S. from S&P 600 Index.
EXCHANGE-TRADED FUNDS (TICKER):
Vanguard: Vanguard S&P Small-Cap 600 ETF (VIOO)
BlackRock: iShares Core S&P Small-Cap ETF (IJR)
State Street: SPDR S&P SmallCap 600 ETF (SLY)
Fidelity Investments: Principal SmallCap S&P 600 Index Fund (PSSIX)
Invesco: Invesco S&P SmallCap 600 Equal Weight ETF (EWSC)
Charles Schwab: Schwab US Small-Cap ETF (SCHA)
EXPENSE:
0.10%
0.06%
0.15%
0.24%
0.40%
0.04%
RETURN:
13.42%
13.55%
13.42%
12.24%
10.97%
12.60%
🇺🇸 | MARKET: NASDAQ 100
DESCRIPTION:
This market is made up of 100 of the largest non-financial companies listed on the Nasdaq stock market in the U.S. It does not have any financial companies.
EXCHANGE-TRADED FUNDS (TICKER):
Vanguard: n/a
BlackRock: n/a
State Street: n/a
Fidelity Investments: Fidelity Nasdaq Composite Index ETF (ONEQ)
Invesco: Invesco QQQ Trust (QQQ)
Charles Schwab: n/a
EXPENSE:
n/a
n/a
n/a
0.21%
0.20%
RETURN:
n/a
n/a
n/a
19.20%
22.53%
🇨🇦 🇬🇧 🇪🇺 🇸🇬 🇰🇷 🇯🇵 🇦🇺 | MARKET: DEVELOPED MARKETS (ex-U.S.)
DESCRIPTION:
This market is made up of approximately 3,865 common stocks of including large-cap, middle-cap and small-cap companies located in Canada, the U.K., major markets of Europe, the Middle East, Singapore, South Korea, Japan, Australia and the Pacific region, excluding the U.S. It is a market-capitalization-weighted index
EXCHANGE-TRADED FUNDS (TICKER):
Vanguard: Vanguard FTSE Developed Markets ETF Shares (VEA)
BlackRock: iShares Core MSCI EAFE ETF (IEFA)
BlackRock: iShares MSCI EAFE ETF (EFA)
State Street: SPDR Portfolio Developed World ex-US ETF (SPDW)
Fidelity Investments: Fidelity International Index Fund (FSPSX)
Invesco: Invesco RAFI Strategic Developed ex-US ETF (ISDX)
Charles Schwab: Schwab International Equity ETF (SCHF)
EXPENSE:
0.05%
0.07%
0.32%
0.04%
0.04%
0.23%
0.06%
RETURN:
6.36%
8.39%
7.25%
6.00%
6.84%
n/a
5.88%
🇷🇺 🇲🇽 🇨🇳 🇪🇬 🇮🇳 🇧🇷 | MARKET: DEVELOPING MARKETS
DESCRIPTION:
This market is made up of companies in growing countries such as Russia, Mexico, China, Egypt, India, and Brazil that are becoming more active in the global economy. While citizens in those countries have a lower income per capita than in developed markets, the growth of these economies is driven by industrialization and an increased standard of living.
EXCHANGE-TRADED FUNDS (TICKER):
Vanguard: Vanguard FTSE Emerging Markets ETF Shares (VWO)
BlackRock: iShares Core MSCI Emerging Markets ETF (IEMG)
BlackRock: iShares MSCI Emerging Markets ETF (EEM)
State Street: SPDR Portfolio Emerging Markets ETF (SPEM)
Fidelity Investments: Fidelity Emerging Markets Index Fund (FPADX)
Invesco: Invesco RAFI Strategic Emerging Markets ETF (ISEM)
Charles Schwab: Schwab Emerging Markets Equity ETF (SCHE)
EXPENSE:
0.12%
0.11%
0.68%
0.11%
0.08%
0.35%
0.11%
RETURN:
3.38%
5.45%
3.42%
4.47%
3.83%
8.55%
4.06%
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NOTE: ETF.com is a great website to find the right Exchange-Traded Fund (ETF) to invest in. The above analysis is highly subjective, therefore cannot be treated in any way as an investment advice. More in DISCLAIMER.