US Broad Market Equity ETFs That Have Outperformed SPY Since Inception

Criteria: 1. At least an eight year history. 2. Non-leveraged. 3. Total return or Sharpe Ratio > SPY

82 ETFs.

These results do not factor in re-invested dividends nor the effect of income taxes.

SymbolDescriptionCategoryInception DateCurrent YieldLifetime total returnSPY total return same periodLifetime total return differenceLifetime total return difference per yearLifetime Sharpe ratioSPY Sharpe ratioSharpe differenceActions
IJJiShares S&P Mid-Cap 400 Value ETFMid cap07/24/20001.30%895.31%238.08%657.23%31.57%0.770.540.24Analyze
IJSiShares S&P SmallCap 600 Value ETFSmall cap07/24/20000.86%824.12%238.08%586.04%28.15%0.680.540.14Analyze
IJRiShares Core S&P Small-Cap ETFSmall cap05/22/20000.94%807.75%248.35%559.40%26.65%0.680.530.15Analyze
IJTiShares S&P SmallCap 600 Growth ETFSmall cap07/24/20000.59%701.91%238.08%463.83%22.28%0.650.540.11Analyze
MDYSPDR S&P Midcap 400 ETF Mid cap05/04/19950.90%1,373.31%833.39%539.92%20.73%0.730.73-0.00Analyze
FPXFirst Trust US Equity Opportunities ETFLarge and mid cap04/12/20060.24%495.14%265.30%229.84%15.23%0.740.720.03Analyze
IJHiShares Core S&P Mid-Cap ETFMid cap05/22/20001.04%560.57%248.35%312.22%14.88%0.640.530.11Analyze
IWYiShares Russell Top 200 Growth ETFMega cap09/22/20090.65%494.11%333.82%160.29%13.76%1.191.080.12Analyze
IJKiShares S&P Mid-Cap 400 Growth ETFMid cap07/24/20000.60%519.24%238.08%281.16%13.51%0.600.540.07Analyze
QQQInvesco QQQ ETFLarge cap03/10/19990.54%565.57%276.35%289.22%13.03%0.500.56-0.06Analyze
QQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund ETFLarge cap04/19/20060.32%445.33%257.87%187.46%12.43%0.720.710.01Analyze
IWRiShares Russell Midcap Index Fund ETFMid cap07/17/20011.04%537.54%294.70%242.84%12.24%0.690.620.07Analyze
RWJOppenheimer Small Cap Revenue ETFSmall cap02/22/20080.55%404.73%243.27%161.46%12.20%0.620.74-0.12Analyze
VXFVanguard Extended Market ETFSmall and mid cap12/27/20011.24%529.55%306.54%223.01%11.50%0.650.66-0.01Analyze
QQQEDirexion NASDAQ-100 Equal Weighted Index Shares ETFLarge cap03/21/20120.53%328.31%224.65%103.66%11.33%1.171.130.04Analyze
IWNiShares Russell 2000 Value ETFSmall cap07/24/20001.26%468.32%238.08%230.24%11.06%0.580.540.05Analyze
SCHGSchwab U.S. Large-Cap Growth ETFLarge cap12/11/20090.48%432.17%306.47%125.70%11.00%1.091.040.04Analyze
MGKVanguard Mega Cap 300 Growth ETFMega cap12/17/20070.60%350.04%214.81%135.23%10.08%0.820.690.12Analyze
CAPEBarclays Shiller CAPE Index ETNLarge cap10/10/20120.00%300.48%216.49%83.99%9.77%1.231.140.09Analyze
VOOGVanguard S&P 500 Growth ETFLarge cap09/07/20100.79%412.48%314.39%98.09%9.18%1.281.160.11Analyze
RPGInvesco S&P 500 Pure Growth ETFLarge cap03/01/20060.28%406.27%267.81%138.46%9.10%0.720.72-0.00Analyze
VBKVanguard Small-Cap Growth ETFSmall cap01/26/20040.42%475.86%318.61%157.25%9.09%0.640.74-0.10Analyze
IWMiShares Russell 2000 ETFSmall cap05/22/20000.92%433.93%248.35%185.58%8.84%0.200.53-0.33Analyze
VUGVanguard Growth ETFLarge cap01/26/20040.63%471.39%318.61%152.78%8.83%0.790.740.05Analyze
RSPInvesco S&P 500 Equal Weight ETFLarge cap04/24/20031.35%556.29%418.30%137.99%7.64%0.760.80-0.04Analyze
MDYGSPDR S&P 400 Mid Cap Growth ETFMid cap11/08/20050.62%398.65%281.70%116.95%7.54%0.720.74-0.02Analyze
QQXTNASDAQ 100 Ex-Technology ETFLarge cap02/08/20070.32%318.42%221.31%97.11%6.81%0.670.69-0.02Analyze
IWSiShares Russell Mid-Cap Value ETFMid cap07/17/20011.39%440.81%306.56%134.25%6.77%0.650.620.03Analyze
SLYGSPDR S&P 600 Small Cap Growth ETFSmall cap09/25/20000.59%369.09%234.19%134.90%6.53%0.480.52-0.05Analyze
IVWS&P 500 Growth ETFLarge cap05/22/20000.73%385.36%248.35%137.01%6.53%0.640.530.11Analyze
SPMDSPDR Portfolio Mid Cap ETFMid cap11/08/20051.08%382.06%281.70%100.36%6.47%0.870.740.12Analyze
MTUMiShares MSCI USA Momentum Factor ETFLarge and mid cap04/16/20130.60%240.93%193.25%47.68%5.90%0.101.09-1.00Analyze
EZMWisdomTree MidCap Earnings Fund ETFMid cap02/23/20071.10%303.67%222.26%81.41%5.72%0.620.69-0.06Analyze
VOVanguard Mid-Cap ETFMid cap01/26/20041.26%415.98%318.61%97.37%5.63%0.690.74-0.05Analyze
PWBInvesco Dynamic Large Cap Growth ETFLarge cap03/03/20050.12%381.03%290.07%90.96%5.61%0.740.730.01Analyze
VOTVanguard Mid-Cap Growth ETFMid cap08/17/20060.50%344.09%261.77%82.32%5.58%0.670.73-0.06Analyze
MOATMarket Vectors Morningstar Wide Moat ETFMulti-cap04/24/20121.25%273.51%227.03%46.48%5.13%0.141.11-0.97Analyze
EESWisdomTree SmallCap Earnings Fund ETFSmall cap02/23/20070.90%292.63%222.26%70.37%4.95%0.620.69-0.07Analyze
RFGInvesco S&P MidCap 400 Pure Growth ETFMid cap03/01/20060.15%341.88%267.81%74.07%4.87%0.620.72-0.11Analyze
SLYS&P Smallcap 600 ETFSmall cap11/08/20050.95%352.32%281.70%70.62%4.55%0.660.74-0.09Analyze
PKWInvesco Buyback Achievers ETFMulti-cap12/20/20061.12%294.33%229.43%64.90%4.51%0.710.700.01Analyze
VBVanguard Small-Cap ETFSmall cap01/26/20041.06%394.71%318.61%76.10%4.40%0.620.74-0.12Analyze
VIOGVanguard S&P Small-Cap 600 Growth ETFSmall cap09/07/20100.55%359.55%314.39%45.16%4.23%0.921.16-0.24Analyze
CZAInvesco Mid-Cap Core ETFMid cap04/02/20071.20%283.67%225.49%58.18%4.12%0.670.70-0.02Analyze
FADFirst Trust Multi Cap Growth AlphaDEX ETFMulti-cap05/08/20070.18%269.68%212.67%57.01%4.06%0.610.68-0.06Analyze
RWKInvesco S&P Mid Cap Revenue ETFMid cap02/22/20080.70%294.49%243.27%51.22%3.87%0.600.74-0.14Analyze
RZGInvesco S&P SmallCap 600 Pure Growth ETFSmall cap03/01/20060.31%317.80%267.81%49.99%3.29%0.560.72-0.17Analyze
IWOiShares Russell 2000 Growth ETFSmall cap07/24/20000.41%302.61%238.08%64.53%3.10%0.440.54-0.10Analyze
FTCSFirst Trust Capital Strength ETFLarge cap07/06/20060.95%314.03%268.59%45.44%3.06%0.720.73-0.01Analyze
IUSGiShares Core S&P U.S. Growth ETFLarge and mid cap07/24/20000.84%298.92%238.08%60.84%2.92%0.530.54-0.00Analyze
SPTMSPDR Portfolio Total Stock Market ETFTotal market10/04/20001.32%304.80%251.57%53.23%2.58%0.600.540.06Analyze
VTIVanguard Total Stock Market ETFTotal market05/24/20011.32%342.50%293.33%49.17%2.46%0.640.610.03Analyze
FTCFirst Trust Large Cap Growth Opportunities AlphaDEX Fund ETFLarge cap05/08/20070.12%243.52%210.02%33.50%2.39%0.640.68-0.04Analyze
FNXFirst Trust Mid Cap Core AlphaDEX ETFMid cap05/08/20070.80%245.64%212.67%32.97%2.35%0.560.68-0.12Analyze
PRFZInvesco FTSE RAFI US 1500 Small-Mid Portfolio ETFSmall and mid cap09/20/20060.76%286.48%253.97%32.51%2.22%0.560.72-0.17Analyze
SYLDCambria Shareholder Yield ETFMulti-cap05/13/20131.26%188.20%173.56%14.64%1.83%0.821.08-0.26Analyze
PDPInvesco DWA Momentum Portfolio ETFLarge and mid cap03/01/20070.03%261.81%235.85%25.96%1.83%0.620.70-0.08Analyze
VVVanguard Large-Cap ETFLarge cap01/27/20041.31%345.75%318.61%27.14%1.57%0.750.740.01Analyze
DIASPDR Dow Jones Industrial Average ETFLarge cap01/13/19981.62%427.72%394.49%33.23%1.42%0.640.600.04Analyze
EQWLInvesco Russell Top 200 Equal Weight Portfolio ETFMega cap12/01/20061.73%253.98%234.50%19.48%1.35%0.720.700.02Analyze
VTWGVanguard Russell 2000 Growth ETFSmall cap09/20/20100.46%318.70%304.72%13.98%1.31%0.811.16-0.35Analyze
IWViShares Russell 3000 ETFTotal market05/22/20001.17%274.67%248.35%26.32%1.25%0.550.530.02Analyze
SCHXSchwab U.S. Large-Cap ETFLarge cap11/03/20091.44%353.74%340.74%13.00%1.13%1.081.080.00Analyze
SCHBU.S Broad Market ETFTotal market11/03/20091.42%353.72%340.74%12.98%1.13%1.051.08-0.03Analyze
IWBiShares Russell 1000 ETFLarge and mid cap05/15/20001.23%261.46%240.63%20.83%0.99%0.550.530.02Analyze
MGCVanguard Mega Cap 300 ETFMega cap12/17/20071.30%223.63%211.97%11.66%0.87%0.710.690.02Analyze
VIOOVanguard S&P Small-Cap 600 ETFSmall cap09/07/20100.91%323.46%314.39%9.07%0.85%0.851.16-0.31Analyze
FYXFirst Trust Small Cap Core AlphaDEX ETFSmall cap05/08/20070.65%223.38%212.67%10.71%0.76%0.500.68-0.18Analyze
VONEVanguard Russell 1000 ETFLarge and mid cap09/20/20101.27%311.90%304.72%7.18%0.67%1.101.16-0.06Analyze
DWASInvesco DWA SmallCap Momentum ETFSmall cap07/19/20120.14%235.60%230.00%5.60%0.63%0.791.17-0.38Analyze
SPLGSPDR Portfolio Large Cap ETFLarge and mid cap11/08/20051.38%291.52%281.70%9.82%0.63%0.710.74-0.04Analyze
ITOTiShares Core S&P Total U.S. Stock Market ETFTotal market01/20/20041.31%220.91%210.35%10.56%0.61%1.141.140.00Analyze
IWDiShares Russell 1000 Value ETFLarge and mid cap05/22/20001.65%257.96%248.35%9.61%0.46%0.560.530.02Analyze
VTHRVanguard Russell 3000 ETFTotal market09/20/20101.23%309.57%304.72%4.85%0.46%1.081.16-0.08Analyze
IWLiShares Russell Top 200 ETFMega cap09/22/20091.23%338.89%333.82%5.07%0.44%0.181.08-0.90Analyze
VIGVanguard Dividend Appreciation ETFMulti-cap04/21/20061.51%263.12%257.87%5.25%0.35%0.830.710.11Analyze
XMHQInvesco S&P MidCap Quality ETFMid cap12/01/20060.91%239.00%234.50%4.50%0.31%0.610.70-0.09Analyze
VOOVanguard S&P 500 ETFLarge cap09/07/20101.41%317.55%314.39%3.16%0.30%1.151.16-0.02Analyze
IVViShares Core S&P 500 Index Fund ETFLarge cap05/15/20001.37%243.89%240.63%3.26%0.16%0.550.530.01Analyze
SCHASchwab U.S. Small-Cap ETFSmall cap11/03/20090.92%341.88%340.74%1.14%0.10%0.821.08-0.26Analyze
FVDFirst Trust VL Dividend ETFMulti-cap08/19/20031.98%259.20%375.29%-116.09%-6.54%0.810.780.04Analyze
VONVVanguard Russell 1000 Value ETFLarge and mid cap09/20/20103.56%2.13%0.00%0.00%0.00%8.651.866.79Analyze
TOTAL82

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