My basic ETF tables
I use a list of selected ETFs and
commission-free (check the details) ETFs from Fidelity for my purpose. I
include some mutual funds in Fidelity’s annuity. Some of these may be
interesting to you. I use ETFs for
sector rotation and parking my cash when the market is favorable and I do not
have stocks that I want to buy.
ETFs and funds come and go. Some
ideas and classifications are my own interpretation.
Table by market cap:
Category
|
ETF
|
Fidelity
ETF
|
Mutual
Funds
|
Fidelity’s
Annuity
|
Contra
ETF
|
Size:
|
|||||
Large Cap
|
DIA
|
See Blend
|
DOG
|
||
SPY
|
SH
|
||||
QQQ
|
ONEQ
|
PSQ
|
|||
RYH
|
|||||
Blend
|
IWD
|
IVV
|
BEQGX
|
||
Growth
|
SPYG
|
IVW
|
FBGRX
|
||
Value
|
SPYV
|
DOGGX
|
|||
Dividend
|
NOBL
|
DVY
|
FRDPX
|
||
VYM
|
|||||
Mid Cap
|
FNBSC
|
MYY
|
|||
Blend
|
MDY
|
JJH
|
VSEQX
|
||
Growth
|
IJK
|
STDIX
|
|||
BPTRX
|
|||||
Value
|
IJJ
|
FSMVX
|
|||
Small Cap
|
FPRGC
|
SBB
|
|||
Blend
|
IWM
|
IJR
|
HDPSX
|
||
Growth
|
IJT
|
PRDSX
|
|||
Value
|
IJS
|
SKSEX
|
|||
Micro
|
IWC
|
||||
Multi
|
|||||
Blend
|
VDEOX
|
||||
Growth
|
VHCOX
|
||||
Value
|
TCLCX
|
||||
Bond
|
|||||
Long Term
(20)
|
VLV
|
BTTTX
|
TBF
|
||
Mid Term
(7 – 10)
|
VCIT
|
FSTGX
|
|||
Short Term
(1 – 3 yrs.)
|
VCSH
|
THOPX
|
|||
Total
|
BOND
|
PONDX
|
|||
Corp
Invest Grade
|
VCIT
|
NTHEX
|
|||
High Yield
(junk)
|
PHB
|
SPHIX
|
|||
Muni
|
MUB
|
Check state
|
|||
Special situation
|
|||||
Buy back
|
PKW
|
||||
Table by sectors:
Sector
|
ETF
|
Fidelity
ETF
|
Mutual
Funds
|
Fidelity’s
Annuity
|
Banking1
|
FSRBK
|
|||
Regional
|
IAT
|
|||
Bio Tech
|
IBB
|
FBIOX
|
||
XBI
|
Large
|
|||
Consumer Dis.
|
XLY
|
FDIS
|
FSCPX
|
FVHAC
|
Consumer
Staple
|
XLP
|
FSTA
|
FDFAX
|
FCSAC
|
Finance
|
KIE
|
FNCL
|
FIDSX
|
FONNC
|
IYF
|
||||
Energy
|
XLE
|
FENY
|
FSENX
|
FJLLC
|
Energy Service
|
FSESX
|
|||
Gold
|
GLD
|
FSAGX
|
||
Gold Miner
|
GDX
|
VGPMX
|
||
Health Care
|
IYH
|
FHLC
|
FSPHX
|
FPDRC
|
VHT
|
VGHCX
|
|||
House Builder
|
ITB
|
FSHOX
|
||
ITB
|
Perform
|
|||
Industrial
|
IYJ
|
FIDU
|
FCYIX
|
FBALC
|
Material
|
VAW
|
FMAT
|
FSDPX
|
|
IYM
|
||||
Oil
|
USO
|
|||
Oil Service
|
OIH
|
FSESX
|
||
Oil
Exploration
|
XOP
|
|||
Real Estate
|
VNQ
|
FRIFX
|
FFWLC
|
|
REIT
|
VNQ
|
|||
Retail
|
RTH
|
FSRPX
|
||
XRT
|
||||
Regional bank
|
KRE
|
FSRBX
|
||
Semi Conduct
|
SMH
|
|||
Software
|
XSW
|
FSCSX
|
||
IGV
|
||||
Technology
|
XLK
|
FTEC
|
FSPTX
|
FYENC
|
FDN
|
FBSOX
|
|||
ROGSX
|
||||
Telecomm.
|
VOX
|
FCOM
|
FSTCX
|
FVTAC
|
Transport
|
XTN
|
|||
IYT
|
||||
Utilities
|
XLU
|
FUTY
|
FSUTX
|
FKMSC
|
Wireless
|
FWRLX
|
Footnote. 1 Also
check Finance.
Table by countries outside
the USA:
Country
|
ETF
|
Fidelity
ETF
|
Mutual
Funds
|
Fidelity’s
Annuity
|
Australia
|
EWA
|
|||
Brazil
|
EWZ
|
|||
Canada
|
EWC
|
FICDX
|
||
China
|
FXI
|
FHKCX
|
||
EAFE
|
EFA
|
|||
Emerging
|
VWO
|
FEMEX
|
FEMAC
|
|
Europe
|
VGK
|
FIEUX
|
||
Global
|
KXI
|
PGVFX
|
||
Greece
|
GREK
|
|||
India
|
INDY
|
MINDX
|
||
Indonesia
|
EIDO
|
|||
Latin America
|
ILF
|
FLATX
|
||
Nordic
|
FNORX
|
|||
Hong Kong
|
EWH
|
|||
Japan
|
EWJ
|
FJPNX
|
||
S. Africa
|
EZA
|
|||
S. Korea
|
EWY
|
MAKOX
|
||
Singapore
|
EWS
|
|||
Taiwan
|
EWT
|
|||
TUR
|
||||
United Kingdom
|
EWU
|
|||
Foreign:
|
||||
Combination
|
1
|
2
|
3
|
4
|
Intern. Div.
|
IDV
|
DWX
|
||
Small Cap
|
SCZ
|
GWX
|
||
Value
|
EFV
|
|||
Europe
|
VGK
|
|||
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