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List of Index ETFs and Mutual Funds

A list of (relatively) low cost index ETFs and mutual funds, their tickers, benchmark index, provider, current fee and yield (as of 12/31/2015 in most cases), dividend payment schedule and link to the fund fact sheet. I haven’t ascertained the dividend schedule for most of the funds yet.

Google Sheets: ETF and Mutual Fund List

I am writing a post on tax loss harvesting and this can be used to find close substitutes to purchase after realizing a tax loss, all the while avoiding a wash sale. See here. Just look for a fund in the same category but with a different benchmark index, which should make the fund no longer “substantially identical.”

Feel free to share and suggest funds I might have missed!

 

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