Morningstar Magazine - June/July 2017 - Cover3
There's been a
changing of the guard.
Schwab market cap index funds are now among the
lowest cost in the industry-no matter the investment size.
S&P 500 Index
Schwab
Vanguard
Schwab® S&P 500
Index Fund
Vanguard 500
Index Fund
$3K investment
0.14%
$10K investment1
0.03%
0.04%
$5M investment
-Schwab Small-Cap
Index Fund®
Small-Cap Core
Vanguard Small-Cap
Index Fund
$3K investment
$10K investment
0.18%
1
0.05%
0.06%
$5M investment
0.05%
Schwab U.S. Aggregate
Bond Index Fund
®
Core Bond
Vanguard Total Bond
Market Index Fund
$3K investment
$10K investment1
0.15%
0.04%
$5M investment
0.05%
0.04%
Available wherever Schwab Funds ® are sold.
at schwabfunds.com/changingtheguard.
visiting www.csimfunds.com/schwabfunds_prospectus. Please read it carefully before investing.
1
Vanguard funds selected based on Lipper classification. Competitor net OERs represent the lowest OER reported from annual
reports, prospectuses, and Strategic Insight Simfund, as reflected on 2/24/17. Funds in the same Lipper category may track
different indexes, have differences in holdings, and show different performance. Vanguard may offer multiple funds with a
Lipper classification. Vanguard share class: $2,500 and $3,000-Investor share class; $10,000-Vanguard Admiral share class;
$5,000,000-Institutional share class; Vanguard funds and/or share classes may have no investment minimum for certain investors.
Vanguard may offer additional share classes not shown with lower expense ratios than those of their Institutional share class, but
typically with a higher investment minimum. Expense ratios are subject to change.
©2017 Charles Schwab Investment Management, Inc. All rights reserved.
CC0930941 (0317-VNLD)
ADP95892-00 (03/17)
00190582
http://www.schwabfunds.com/changingtheguard
http://www.csimfunds.com/schwabfunds_prospectus
Table of Contents for the Digital Edition of Morningstar Magazine - June/July 2017
Contents
Morningstar Magazine - June/July 2017 - Cover1
Morningstar Magazine - June/July 2017 - Cover2
Morningstar Magazine - June/July 2017 - 1
Morningstar Magazine - June/July 2017 - 2
Morningstar Magazine - June/July 2017 - Contents
Morningstar Magazine - June/July 2017 - 4
Morningstar Magazine - June/July 2017 - 5
Morningstar Magazine - June/July 2017 - 6
Morningstar Magazine - June/July 2017 - 7
Morningstar Magazine - June/July 2017 - 8
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Morningstar Magazine - June/July 2017 - 19
Morningstar Magazine - June/July 2017 - 20
Morningstar Magazine - June/July 2017 - 21
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Morningstar Magazine - June/July 2017 - Cover3
Morningstar Magazine - June/July 2017 - Cover4
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