Relevance: primary · Type: action
Confidence100%
The Treasury Department selected State Street's SPDR Portfolio S&P 500 ETF (SPYM) as the initial default investment for newly opened Trump Accounts.
Source: Treasury Department
Relevance: primary · Type: background
Confidence100%
Trump Accounts are tax-advantaged savings vehicles for children under 18.
Source: Treasury Department
Relevance: primary · Type: event
Confidence100%
Trump Accounts became available for initial deposits the week prior to July 8, 2026.
Relevance: primary · Type: action
Confidence100%
Products from Vanguard and iShares were included in the investment menu for Trump Accounts.
Source: Treasury Department
Benjamin Hernandez, research analyst at TMX VettaFi
Relevance: supporting · Type: quote
Confidence100%
Benjamin Hernandez, research analyst at TMX VettaFi, stated that the selection of ETFs indicates the U.S. Treasury is aware that investors are gravitating toward the ETF vehicle.
Relevance: supporting · Type: background
Confidence100%
SPYM has risen 9.4% year to date as of July 8, 2026.
Source: Treasury Department
Relevance: supporting · Type: background
Confidence100%
SPYM has a lower expense ratio than the SPDR S&P 500 ETF Trust (SPY).
Source: Treasury Department
Relevance: supporting · Type: background
Confidence100%
SPYM has a lower expense ratio than the Vanguard S&P 500 ETF (VOO).
Source: Treasury Department
Relevance: supporting · Type: background
Confidence100%
VOO is currently the largest ETF in terms of assets.
Source: Treasury Department
Benjamin Hernandez, research analyst at TMX VettaFi
Relevance: supporting · Type: quote
Confidence100%
Benjamin Hernandez stated that the other funds on the list made sense from a risk management perspective.
Benjamin Hernandez, research analyst at TMX VettaFi
Relevance: supporting · Type: quote
Confidence100%
Benjamin Hernandez stated that the program introduces younger investors to the concept that higher gains require assuming more risk in mid- and small caps that inherently have volatility.
Relevance: supporting · Type: background
Confidence100%
The iShares Core S&P 500 ETF (IVV) has $892 billion in assets.
Source: Treasury Department
Relevance: supporting · Type: background
Confidence100%
The iShares Core S&P 500 ETF (IVV) has risen 9% year to date as of July 8, 2026.
Source: Treasury Department
Relevance: supporting · Type: background
Confidence100%
The Vanguard Total Stock Market ETF (VTI) manages $663 billion in assets.
Source: Treasury Department
Relevance: supporting · Type: background
Confidence100%
The Vanguard Total Stock Market ETF (VTI) has risen 9.6% year to date as of July 8, 2026.
Source: Treasury Department
Relevance: supporting · Type: background
Confidence100%
The State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) oversees $13 billion in assets.
Source: Treasury Department
Relevance: supporting · Type: background
Confidence100%
The State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) has risen 9.45% year to date as of July 8, 2026.
Source: Treasury Department
Relevance: supporting · Type: background
Confidence100%
SPY was the first ETF ever listed in the U.S.
Source: Treasury Department
Relevance: supporting · Type: background
Confidence100%
SPYM is a derivation of the SPY fund.
Source: Treasury Department
Relevance: supporting · Type: background
Confidence100%
The Treasury Department has not yet issued guidance on whether or when switching from the default holding to other approved choices is possible.
Source: Treasury Department
Jeff Judge, founding partner at Chesapeake Financial Planners
Relevance: supporting · Type: quote
Confidence100%
Jeff Judge, a founding partner at Chesapeake Financial Planners, stated that cost is the guiding philosophy for understanding why these funds were chosen.
Relevance: supporting · Type: background
Confidence100%
The Trump Accounts law states that for a certain period up until the first day of the year that the account holder turns 18, investments cannot charge fees of more than 10 basis points.
Jeff Judge, founding partner at Chesapeake Financial Planners
Relevance: supporting · Type: quote
Confidence100%
Jeff Judge stated that the list of funds is a compliance list rather than a curated best-of list.
Jeff Judge, founding partner at Chesapeake Financial Planners
Relevance: supporting · Type: quote
Confidence100%
Jeff Judge stated that any fund with a higher expense ratio, any leveraged or inverse product, or any fund not tracking a broad U.S. equity index was disqualified before the Treasury developed a rationale.
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