[心得] 最低成本的全球ETF組合
看板Foreign_Inv (海外投資)作者weiyanchen (wychen)時間13年前 (2011/09/01 22:19)推噓12(12推 0噓 6→)留言18則, 13人參與討論串1/2 (看更多)
最近在整理expense ratio最低的ETF投資組合，
內容主要是股票、債券、REITs，
區域則是以美國(US)及美國以外(International)來做區隔，
因為個人喜好所以標的物沒有原物料。
整理如下
---
股票
US Stocks
Focus Morningstar US Market Index ETF (FMU)
Total Expense Ratio = 0.05%
International Stocks
Vanguard Total International Stock ETF (VXUS)
Total Expense Ratio = 0.20%
如果有需要的話也可以把International Stocks拆成下面兩個ETF
Developed Markets Stocks
Schwab International Equity ETF (SCHF)
Total Expense Ratio = 0.13%
Emerging Markets Stocks
Vanguard MSCI Emerging Markets ETF (VWO)
Total Expense Ratio = 0.22%
---
債券
US Bonds
Schwab U.S. Aggregate Bond ETF (SCHZ)
Total Expense Ratio = 0.10%
International Bonds
S&P/Citigroup International Treasury Bond Fund (IGOV)
Total Expense Ratio = 0.35%
---
REITs
US REITs
Vanguard REIT ETF (VNQ)
Total Expense Ratio = 0.12%
Internaional REITs
Vanguard Global ex-U.S. Real Estate ETF (VNQI)
Total Expense Ratio = 0.35%
---
<小觀察>
上次整理是半年前，
美國股市從VTI換成SCHB，現在又從SCHB換成FMU，
看來低成本的ETF市場競爭越來越大了，
但這對喜好低成本ETF的投資人都是一件好事。
以上，請參考。
--
※ 發信站: 批踢踢實業坊(ptt.cc)
◆ From: 123.0.44.48
推
09/01 22:31, , 1F
09/01 22:31, 1F
※ 編輯: weiyanchen 來自: 123.0.44.48 (09/01 22:46)
推
09/01 22:51, , 2F
09/01 22:51, 2F
推
09/02 08:14, , 3F
09/02 08:14, 3F
推
09/02 10:13, , 4F
09/02 10:13, 4F
→
09/02 10:13, , 5F
09/02 10:13, 5F
→
09/02 11:48, , 6F
09/02 11:48, 6F
→
09/02 11:49, , 7F
09/02 11:49, 7F
推
09/02 13:19, , 8F
09/02 13:19, 8F
推
09/02 16:27, , 9F
09/02 16:27, 9F
推
09/02 20:46, , 10F
09/02 20:46, 10F
推
09/02 21:24, , 11F
09/02 21:24, 11F
推
09/02 23:48, , 12F
09/02 23:48, 12F
推
09/02 23:56, , 13F
09/02 23:56, 13F
→
09/03 16:43, , 14F
09/03 16:43, 14F
→
09/03 16:44, , 15F
09/03 16:44, 15F
推
09/06 22:51, , 16F
09/06 22:51, 16F
推
09/06 22:54, , 17F
09/06 22:54, 17F
→
09/11 22:01, , 18F
09/11 22:01, 18F
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