The following four ETFs were chosen for their similarity to SPY, your selected fund. SCHX appears to have the best combination of risk adjusted return and low cost with a Sharpe ratio of 0.87 and an expense ratio of 0.04%.
Fund performance quoted above is as of 04/30/2013.
Click the fund symbols above to view standardized performance current to the most recent calendar quarter end, and performance current to the most recent month end.
The performance quoted represents past performance, is no guarantee of future results and may not provide an adequate basis for evaluating the performance of the product over varying market conditions or economic cycles. Current performance may be lower or higher than the performance data quoted. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.
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Before investing in Mutual Funds, Exchange Traded Funds or Closed End Funds, be sure to carefully consider the security's objectives, risks, charges, and expenses. For a prospectus containing this and other important information, click on the prospectus link where available or contact the fund company or a TD Ameritrade Client Services representative. Please read the prospectus carefully before investing.
Risks of Commodity ETFs & Mutual Funds Commodity funds may be affected by changes in overall market movements, commodity index volatility, changes in interest rates or factors affecting a particular industry or commodity. Commodity funds may be subject to greater volatility than traditional funds and may not be suitable for all investors. Unique risk factors of a commodity fund may include, but are not limited to the fund's use of aggressive investment techniques such as derivatives, options, forward contracts, correlation or inverse correlation, market price variance risk and leverage.
Risks of Currency ETFs & Mutual Funds The value of the shares of a fund relates directly to the value of the foreign currency held by the particular product. This creates a concentration risk associated with fluctuations in the price of the applicable foreign currency. Unique risk factors of a foreign currency include national debt levels and trade deficits, domestic and foreign inflation rates, domestic and foreign interest rates, investment and trading activities of institutions and global or regional political, economic or financial events and situations. Currency funds may not be suitable for all investors. Many currency ETFs are not investment companies registered under the Investment Company Act of 1940.For a more complete discussion of risk factors applicable to each currency product, carefully read the particular product's prospectus.
Risks of Bond ETFs & Mutual Funds Investments in bond funds are not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Bonds and bond funds will typically decrease in value as interest rates rise.
Risks of Leveraged and Inverse ETFs Leveraged and inverse ETFs entail unique risks, including but not limited to: use of leverage; aggressive and complex investment techniques; and use of derivatives. Leveraged ETFs seek to deliver multiples of the performance of a benchmark. Inverse ETFs seek to deliver the opposite of the performance of a benchmark. Both seek results over periods as short as a single day. Results of both strategies can be affected substantially by compounding. Returns over longer periods will likely differ in amount and even direction. These products require active monitoring and management, as frequently as daily. They are not suitable for all investors.
ETFs are subject to risk similar to those of their underlying securities, including, but not limited to, market, sector, or industry risks, and those regarding short-selling and margin account maintenance.
TD Ameritrade receives remuneration from fund companies participating in its no-load, no-transaction-fee program for record-keeping and shareholder services, and other administrative services. The amount of TD Ameritrade's remuneration for these services is based in part on the amount of investments in such funds by TD Ameritrade clients. No-transaction-fee funds have other fees and expenses that apply to a continued investment in the fund and are described in the prospectus.
The Investment Profile report is for informational purposes only. Past performance is no guarantee of future results. Returns will vary and shares may be worth more or less than their original cost when sold. The fund is not FDIC-insured, may lose value and is not guaranteed by a bank or other financial institution. Performance data quoted represents past performance.
There is no guarantee that a closed-end fund will achieve its investment objective(s). Past performance does not guarantee future results. The value of any closed-end fund will fluctuate with the value of the underlying securities and supply and demand in the secondary market. Until the original listing of a closed-end fund on an exchange, no closed-end fund's shares will have a history of public trading. Closed-end funds may trade at a premium or discount to their net asset value.
Research and planning tools are obtained by unaffiliated third party sources deemed reliable by TD Ameritrade. However, TD Ameritrade does not guarantee accuracy and completeness, and makes no warranties with respect to results to be obtained from their use. ETFs are baskets of securities that track recognized indexes and trade on an exchange like a stock. Commission fees apply.
Morningstar Risk-Adjusted Ratings: The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10- year (if applicable) Morningstar Rating Metrics. Morningstar, Inc. is an independent publisher of mutual fund research and ratings. Ratings reflect a fund's risk-adjusted 3-, 5-, and 10-year total returns, including any sales charge. A Fund is rated against all other funds in its category. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%; 3 stars to the next 35%; 2 stars to the next 22.5%; and 1 star to the bottom 10%. Morningstar only rates funds with at least a 3-year history.