TD Ameritrade Commission-Free ETFs 中的全球股票跟全球債券

TD Ameritrade Commission-Free ETFs 中的全球股票跟全球債券

ランチのアッコちゃん

全球債券

Symbol	Prospectus	Fund			Gross Expense Ratio		Morningstar Category
BWX	P	SPDR® Barclays International Treasury Bond ETF			0.50%		World Bond
WIP	P	SPDR® DB International Government Inflation-Protected Bond ETF			0.50%		World Bond

全球股票

Symbol	Prospectus	Fund			Gross Expense Ratio		Morningstar Category
ACWI	P	iShares MSCI ACWI ETF			0.33%		World Stock
IOO	P	iShares Global 100 ETF			0.40%		World Stock
VT	P	Vanguard Total World Stock Index Fund ETF Shares			0.14%		World Stock

• Vanguard Total World Stock ETF分析介紹(VT，2015年版)
  一個標的就投入全球市場

• Vanguard Total World Stock Index Fund ETF Shares Report (VT)

• VT走勢長期向上，即使未來不是美國當家，VT也會隨之調整投資組合。
  The Fund employs an indexing investment approach designed to track the performance of the FTSE Global All Cap Index, a float-adjusted, market-capitalization-weighted index designed to measure the market performance of large-, mid-, and small-capitalization stocks of companies located around the world. As of October 31, 2015, the Index included 7,728 stocks of companies located in 46 countries, including both developed and emerging markets. As of October 31, 2015, the largest markets covered in the Index were the United States, Japan, the United Kingdom, and France (which made up approximately 53%, 8%, 7%, and 3%, respectively, of the Index’s market capitalization). The Fund attempts to sample the target index by investing all, or substantially all, of its assets in common stocks in the Index and by holding a representative sample of securities that resembles the full Index in terms of key risk factors and other characteristics. These factors include industry weightings, country weightings, market capitalization, and other financial characteristics of stocks.
  
   Characteristics as of 08/31/2016

  Fund total net assets	$9.1 billion
  Number of stocks	7482

Average annual total return—after taxes on distributions
	Vanguard Total World Stock ETF		Vanguard Total Stock Market ETF
	Market price	NAV	Market price	NAV
1-year	11.85%	11.71%	14.46%	14.43%	—	—	—
3-year	4.91%	4.94%	9.88%	9.91%	—	—	—
5-year	10.67%	10.58%	15.84%	15.84%	—	—	—
10-year	—	—	7.14%	7.14%	—	—	—
Since inception	4.20%	4.21%	5.77%	5.77%	—	—	—
Inception date	06/24/2008		05/24/2001		—	—	—
1-, 3-, 5-, 10-year as-of date	09/30/2016		09/30/2016		—	—	—

Average annual total return—after taxes on distributions and sale of fund shares
	Vanguard Total World Stock ETF		Vanguard Total Stock Market ETF
	Market price	NAV	Market price	NAV
1-year	7.49%	7.41%	8.88%	8.86%	—	—	—
3-year	4.20%	4.22%	8.04%	8.07%	—	—	—
5-year	8.98%	8.90%	13.18%	13.18%	—	—	—
10-year	—	—	6.08%	6.08%	—	—	—
Since inception	3.65%	3.66%	4.99%	4.99%	—	—	—
Inception date	06/24/2008		05/24/2001		—	—	—
1-, 3-, 5-, 10-year as-of date	09/30/2016		09/30/2016

怪老子教你全球債券配置比例(頁264)

Tot Intl Bond ETF            60%   0.15%	BNDX		Prospectus
Total Bond Market ETF   40%   0.06%	BND		Prospectus

• Vanguard Total Bond Market Index Fund ETF Shares Report (BND) | Asset Allocation Summary (Intermediate-Term Bond)
  Provides broad exposure to U.S. investment grade bonds.
  
  Characteristics as of 08/31/2016

  Fund total net assets	$173.7 billion
  Number of bonds	8363

• Vanguard Total International Bond Index Fund ETF Shares Report (BNDX) | Asset Allocation Summary (World Bond)
  Attempts to track the performance of the Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index (USD Hedged).
  
   Characteristics as of 08/31/2016

  Fund total net assets	$63.0 billion
  Number of bonds	4108

• 綠角財經筆記: 美國廣泛投資級債市ETF比較—Comparison of Total US Bond Market ETFs: AGG and BND

• 綠角財經筆記: Vanguard Total International Bond ETF分析介紹(BNDX，2016年版)

Average annual performance—quarter end
	Vanguard Total Bond Market ETF		Vanguard Tot Intl Bond ETF
	Market price	NAV	Market price	NAV
YTD	5.51%	5.52%	5.91%	5.93%	—	—	—
YTD as-of date	06/30/2016	06/30/2016	06/30/2016	06/30/2016	—	—	—
1-year	6.42%	6.17%	8.04%	7.96%	—	—	—
3-year	4.10%	4.03%	5.67%	5.66%	—	—	—
5-year	3.74%	3.72%	—	—	—	—	—
10-year	—	—	—	—	—	—	—
1-, 3-, 5-, 10-year as-of date	06/30/2016		06/30/2016		—	—	—
Since inception	4.81%	4.80%	5.15%	5.05%	—	—	—
Inception date	04/03/2007		05/31/2013

• 空頭不一定會造成傷害(Bears Are Not Necessarily Harmful)

• 初入職場》拉高薪資收入 儲備未來投資本錢

• 同樣是1塊錢，為什麼被動收入更值錢？

• 債券的重要性(The Importance of Bonds)

• 綠角財經筆記: 看到美國公債被拋售的新聞，會讓你擔心嗎?(Central Banks Dumping US Treasury?)

• 綠角財經筆記: John Bogle on Investing讀後感1---對比陳述
  ”Honest-to-God, down-to-earth human beings, with their own hopes, fears and objectives.”  每一位基金投資人把資產託付給基金公司，都有他的目的。每一位都是貨真價實的人。並非只是堆疊成基金銷售目標的一塊磚頭。 投資人的資產更不是用來達成基金公司年收入成長目標的Cash cow。 投資人是有血有淚的人。但並不是每一家資產管理公司都會這樣看。 柏格說，他從不認為Vanguard的成功在於它的市占率，它的管理資產總值。他說，那不叫成功。 Vanguard有沒有成功，在於它服務的每一個投資人，是否有利用Vanguard的基金，達到他所需要的財務目標。 假如Vanguard把這件事做好了，而吸引了很多投資人與資產前來，這才是正確的順序。

• 預備課|極簡金融課（中）：對你惟一靠譜的投資方案只有一個要求 - 壹讀
  於買哪些股買哪些債？儘早忘掉這些問題，不要去賭你的眼光，也不要去賭你有眼光挑到合適的人幫你做決定。你得選代表性最為廣泛的股票和債券指數，然後在與這些指數對應的指數化投資工具中，選擇交易成本最低、成交量最大的那些。