Morningstar Magazine - August/September 2017 - 20
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 - August/September 2017
Contents
Morningstar Magazine - August/September 2017 - Cover1
Morningstar Magazine - August/September 2017 - Cover2
Morningstar Magazine - August/September 2017 - 1
Morningstar Magazine - August/September 2017 - 2
Morningstar Magazine - August/September 2017 - Contents
Morningstar Magazine - August/September 2017 - 4
Morningstar Magazine - August/September 2017 - 5
Morningstar Magazine - August/September 2017 - 6
Morningstar Magazine - August/September 2017 - 7
Morningstar Magazine - August/September 2017 - 8
Morningstar Magazine - August/September 2017 - 9
Morningstar Magazine - August/September 2017 - 10
Morningstar Magazine - August/September 2017 - 11
Morningstar Magazine - August/September 2017 - 12
Morningstar Magazine - August/September 2017 - 13
Morningstar Magazine - August/September 2017 - 14
Morningstar Magazine - August/September 2017 - 15
Morningstar Magazine - August/September 2017 - 16
Morningstar Magazine - August/September 2017 - 17
Morningstar Magazine - August/September 2017 - 18
Morningstar Magazine - August/September 2017 - 19
Morningstar Magazine - August/September 2017 - 20
Morningstar Magazine - August/September 2017 - 21
Morningstar Magazine - August/September 2017 - 22
Morningstar Magazine - August/September 2017 - 23
Morningstar Magazine - August/September 2017 - 24
Morningstar Magazine - August/September 2017 - 25
Morningstar Magazine - August/September 2017 - 26
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Morningstar Magazine - August/September 2017 - 28
Morningstar Magazine - August/September 2017 - 29
Morningstar Magazine - August/September 2017 - 30
Morningstar Magazine - August/September 2017 - 31
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Morningstar Magazine - August/September 2017 - 50
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Morningstar Magazine - August/September 2017 - 71
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Morningstar Magazine - August/September 2017 - 78
Morningstar Magazine - August/September 2017 - 79
Morningstar Magazine - August/September 2017 - 80
Morningstar Magazine - August/September 2017 - Cover3
Morningstar Magazine - August/September 2017 - Cover4
Morningstar Magazine - August/September 2017 - Cover1I
Morningstar Magazine - August/September 2017 - Cover2I
Morningstar Magazine - August/September 2017 - I3
Morningstar Magazine - August/September 2017 - I4
Morningstar Magazine - August/September 2017 - I5
Morningstar Magazine - August/September 2017 - I6
Morningstar Magazine - August/September 2017 - I7
Morningstar Magazine - August/September 2017 - I8
Morningstar Magazine - August/September 2017 - I9
Morningstar Magazine - August/September 2017 - I10
Morningstar Magazine - August/September 2017 - I11
Morningstar Magazine - August/September 2017 - I12
Morningstar Magazine - August/September 2017 - I13
Morningstar Magazine - August/September 2017 - I14
Morningstar Magazine - August/September 2017 - I15
Morningstar Magazine - August/September 2017 - I16
Morningstar Magazine - August/September 2017 - I17
Morningstar Magazine - August/September 2017 - I18
Morningstar Magazine - August/September 2017 - I19
Morningstar Magazine - August/September 2017 - I20
Morningstar Magazine - August/September 2017 - I21
Morningstar Magazine - August/September 2017 - I22
Morningstar Magazine - August/September 2017 - I23
Morningstar Magazine - August/September 2017 - I24
Morningstar Magazine - August/September 2017 - I25
Morningstar Magazine - August/September 2017 - I26
Morningstar Magazine - August/September 2017 - I27
Morningstar Magazine - August/September 2017 - I28
Morningstar Magazine - August/September 2017 - I29
Morningstar Magazine - August/September 2017 - I30
Morningstar Magazine - August/September 2017 - Cover3I
Morningstar Magazine - August/September 2017 - Cover4I
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