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E*TRADE Core Portfolios vs Schwab Intelligent Portfolios Review

Blain Reinkensmeyer

Published by Blain Reinkensmeyer


Thursday, November 15th, 2018

Thanks to opening, funding, and spending over 100 hours testing accounts with eight different robo-advisors, we know our robos inside and out. For this review, we will compare E*TRADE Core Portfolios vs Schwab Intelligent Portfolios to see which robo-advisor is better.

When it comes to financial advice and selecting an automated advisor, the total annual cost charged is significant. Most sites just look at the annual account management charge assessed. For an accurate comparison, however, you also have to take into consideration the annual management fees (expense ratios) charged by the ETF holdings themselves. We included both. Schwab Intelligent Portfolios is a better option with a 5.00 star rating over E*TRADE Core Portfolios's 3.50 star rating.

Features are also important to compare when selecting a robo-advisor. Some robos do a much better job than others with technology. Schwab Intelligent Portfolios makes tax-loss harvesting available to clients, while E*TRADE Core Portfolios does not. To make sure you ready for retirement and will have enough money saved, running a calculator is required. Schwab Intelligent Portfolios has an advanced retirement calculator, E*TRADE Core Portfolios doesn't. Setting financial goals and tracking them is also a feature customers desire. Schwab Intelligent Portfolios offers goal tracking while E*TRADE Core Portfolios does not. Finally, syncing data from your other financial accounts (brokers, banks, etc) can open the door to deeper analysis of fees, holdings, and retirement planning. Schwab Intelligent Portfolios has external accounts analysis, E*TRADE Core Portfolios doesn't.

Lastly, some customers want access to customer service via web friendly methods such as live chat as a compliment to the standard phone and email options. E*TRADE Core Portfolios alongside Schwab Intelligent Portfolios offer live chat support.

Overall, Schwab Intelligent Portfolios takes the upper hand with 4.50 stars over E*TRADE Core Portfolios's 3.00 stars. And, as far as individual category awards go, Schwab Intelligent Portfolios finished with awards Best in Class - Cost and Best in Class - Platforms & Tools, while E*TRADE Core Portfolios came up with none of these.
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Overall Robo
Investment Approach
Cost
Tools
Customer Service
Minimum Deposit
Annual Fee - $5,000
Annual Fee - $25,000
Annual Fee - $50,000
Annual Fee - $100,000
Annual Fee - $1,000,000
Total AuM
Avg Funds Expense Ratio - Conservative
Avg Funds Expense Ratio - Moderate
Avg Funds Expense Ratio - Aggressive
Advantage
Tax-Loss Harvesting
529 Plans
CFP Access
Phone Support
Email Support
Live Chat Support
Advantage
Goal Tracker - Basic
Goal Tracker - Advanced
External Accounts Analysis
Market Research Reports
iPhone App
Android App
Advantage
Overall Robo
Advantage
E*TRADE Core Portfolios
Special Offer Open A New Core Portfolios Account And Enjoy No Advisory Fee For 1 Year Learn More
E*TRADE Core Portfolios Review
 
3
3
3.5
2
4
 
$5,000.00
0.30%
0.30%
0.30%
0.30%
0.30%
$180 Million
0.05%
0.20%
0.45%
 
No
No
No
Yes
Yes
Yes
 
No
No
No
No
Yes
Yes
 
3
Schwab Intelligent Portfolios
Schwab Intelligent Portfolios Review
 
4.5
4.5
5
4.5
3.5
 
$5,000.00
0.00%
0.00%
0.00%
0.00%
0.00%
$30.6 Billion
0.06%
0.15%
0.20%
check_circle
 
Yes
No
Yes
Yes
Yes
Yes
check_circle
 
Yes
Yes
Yes
Yes
Yes
Yes
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4.5
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All pricing data was obtained from a published web site as of 09/01/18 and is believed to be accurate, but is not guaranteed. The StockBrokers.com staff is constantly working with its online broker representatives to obtain the latest pricing data. If you believe any data listed above is inaccurate, please contact us using the link at the bottom of this page.

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