FIDELITY TAX-DEFERRED ETF PORTFOLIOS

Updated January 15, 2016

Main ETF Recommendation Page

The basics of the Fidelity ETF program are discussed at https://www.fidelity.com/etfs/ishares.  For a list of all the available ETFs in the free Fidelity program visit https://www.fidelity.com/etfs/ishares-view-all.

Vanguard Portfolios   Schwab Portfolios   TD Ameritrade Portfolios

ETFSymbolAggressiveModerateConservative
 
iShares Core S&P 500IVV11%6%4%
iShares Core US ValueIUSV11%7%5%
iShares Core S&P Small-CapIJR6%7%4%
Russell Micro-CapIWC5%0%0%
iShares S&P SmCp 600 ValueIJS12%7%5%
Fidelity MSCI Real EstateFREL5%3%2%
iShares Core MSCI EAFEIEFA10%6%4%
iShares DJ Intl Select DivIDV15%9%6%
iShares MSCI EAFE SmCapSCZ10%6%4%
iShares FTSE Real Estate ex-USIFGL5%3%2%
iShares Core MSCI EmMarketsIEMG5%3%2%
iShares MSCI Emerging Markets Small-CapEEMS5%3%2%
iShares Barclays S-T TreasurySHY0%12%18%
iShares Barclays 7-10 Yr TreasuryIEF0%20%30%
iShares Barclays 0-5 TIPSSTIP0%8%12%