Criteria: 1. At least an eight year history. 2. Non-leveraged. 3. Total return or Sharpe Ratio > SPY
These results do not factor in re-invested dividends nor the effect of income taxes.
| Symbol | Description | Category | Inception Date | Current Yield | Lifetime total return | SPY total return same period | Lifetime total return difference | Lifetime total return difference per year | Lifetime Sharpe ratio | SPY Sharpe ratio | Sharpe difference | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IJJ | iShares S&P Mid-Cap 400 Value ETF | Mid cap | 07/24/2000 | 1.30% | 895.31% | 238.08% | 657.23% | 31.57% | 0.77 | 0.54 | 0.24 | Analyze |
| IJS | iShares S&P SmallCap 600 Value ETF | Small cap | 07/24/2000 | 0.86% | 824.12% | 238.08% | 586.04% | 28.15% | 0.68 | 0.54 | 0.14 | Analyze |
| IJR | iShares Core S&P Small-Cap ETF | Small cap | 05/22/2000 | 0.94% | 807.75% | 248.35% | 559.40% | 26.65% | 0.68 | 0.53 | 0.15 | Analyze |
| IJT | iShares S&P SmallCap 600 Growth ETF | Small cap | 07/24/2000 | 0.59% | 701.91% | 238.08% | 463.83% | 22.28% | 0.65 | 0.54 | 0.11 | Analyze |
| MDY | SPDR S&P Midcap 400 ETF | Mid cap | 05/04/1995 | 0.90% | 1,373.31% | 833.39% | 539.92% | 20.73% | 0.73 | 0.73 | -0.00 | Analyze |
| FPX | First Trust US Equity Opportunities ETF | Large and mid cap | 04/12/2006 | 0.24% | 495.14% | 265.30% | 229.84% | 15.23% | 0.74 | 0.72 | 0.03 | Analyze |
| IJH | iShares Core S&P Mid-Cap ETF | Mid cap | 05/22/2000 | 1.04% | 560.57% | 248.35% | 312.22% | 14.88% | 0.64 | 0.53 | 0.11 | Analyze |
| IWY | iShares Russell Top 200 Growth ETF | Mega cap | 09/22/2009 | 0.65% | 494.11% | 333.82% | 160.29% | 13.76% | 1.19 | 1.08 | 0.12 | Analyze |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | Mid cap | 07/24/2000 | 0.60% | 519.24% | 238.08% | 281.16% | 13.51% | 0.60 | 0.54 | 0.07 | Analyze |
| QQQ | Invesco QQQ ETF | Large cap | 03/10/1999 | 0.54% | 565.57% | 276.35% | 289.22% | 13.03% | 0.50 | 0.56 | -0.06 | Analyze |
| QQEW | First Trust NASDAQ-100 Equal Weighted Index Fund ETF | Large cap | 04/19/2006 | 0.32% | 445.33% | 257.87% | 187.46% | 12.43% | 0.72 | 0.71 | 0.01 | Analyze |
| IWR | iShares Russell Midcap Index Fund ETF | Mid cap | 07/17/2001 | 1.04% | 537.54% | 294.70% | 242.84% | 12.24% | 0.69 | 0.62 | 0.07 | Analyze |
| RWJ | Oppenheimer Small Cap Revenue ETF | Small cap | 02/22/2008 | 0.55% | 404.73% | 243.27% | 161.46% | 12.20% | 0.62 | 0.74 | -0.12 | Analyze |
| VXF | Vanguard Extended Market ETF | Small and mid cap | 12/27/2001 | 1.24% | 529.55% | 306.54% | 223.01% | 11.50% | 0.65 | 0.66 | -0.01 | Analyze |
| QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares ETF | Large cap | 03/21/2012 | 0.53% | 328.31% | 224.65% | 103.66% | 11.33% | 1.17 | 1.13 | 0.04 | Analyze |
| IWN | iShares Russell 2000 Value ETF | Small cap | 07/24/2000 | 1.26% | 468.32% | 238.08% | 230.24% | 11.06% | 0.58 | 0.54 | 0.05 | Analyze |
| SCHG | Schwab U.S. Large-Cap Growth ETF | Large cap | 12/11/2009 | 0.48% | 432.17% | 306.47% | 125.70% | 11.00% | 1.09 | 1.04 | 0.04 | Analyze |
| MGK | Vanguard Mega Cap 300 Growth ETF | Mega cap | 12/17/2007 | 0.60% | 350.04% | 214.81% | 135.23% | 10.08% | 0.82 | 0.69 | 0.12 | Analyze |
| CAPE | Barclays Shiller CAPE Index ETN | Large cap | 10/10/2012 | 0.00% | 300.48% | 216.49% | 83.99% | 9.77% | 1.23 | 1.14 | 0.09 | Analyze |
| VOOG | Vanguard S&P 500 Growth ETF | Large cap | 09/07/2010 | 0.79% | 412.48% | 314.39% | 98.09% | 9.18% | 1.28 | 1.16 | 0.11 | Analyze |
| RPG | Invesco S&P 500 Pure Growth ETF | Large cap | 03/01/2006 | 0.28% | 406.27% | 267.81% | 138.46% | 9.10% | 0.72 | 0.72 | -0.00 | Analyze |
| VBK | Vanguard Small-Cap Growth ETF | Small cap | 01/26/2004 | 0.42% | 475.86% | 318.61% | 157.25% | 9.09% | 0.64 | 0.74 | -0.10 | Analyze |
| IWM | iShares Russell 2000 ETF | Small cap | 05/22/2000 | 0.92% | 433.93% | 248.35% | 185.58% | 8.84% | 0.20 | 0.53 | -0.33 | Analyze |
| VUG | Vanguard Growth ETF | Large cap | 01/26/2004 | 0.63% | 471.39% | 318.61% | 152.78% | 8.83% | 0.79 | 0.74 | 0.05 | Analyze |
| RSP | Invesco S&P 500 Equal Weight ETF | Large cap | 04/24/2003 | 1.35% | 556.29% | 418.30% | 137.99% | 7.64% | 0.76 | 0.80 | -0.04 | Analyze |
| MDYG | SPDR S&P 400 Mid Cap Growth ETF | Mid cap | 11/08/2005 | 0.62% | 398.65% | 281.70% | 116.95% | 7.54% | 0.72 | 0.74 | -0.02 | Analyze |
| QQXT | NASDAQ 100 Ex-Technology ETF | Large cap | 02/08/2007 | 0.32% | 318.42% | 221.31% | 97.11% | 6.81% | 0.67 | 0.69 | -0.02 | Analyze |
| IWS | iShares Russell Mid-Cap Value ETF | Mid cap | 07/17/2001 | 1.39% | 440.81% | 306.56% | 134.25% | 6.77% | 0.65 | 0.62 | 0.03 | Analyze |
| SLYG | SPDR S&P 600 Small Cap Growth ETF | Small cap | 09/25/2000 | 0.59% | 369.09% | 234.19% | 134.90% | 6.53% | 0.48 | 0.52 | -0.05 | Analyze |
| IVW | S&P 500 Growth ETF | Large cap | 05/22/2000 | 0.73% | 385.36% | 248.35% | 137.01% | 6.53% | 0.64 | 0.53 | 0.11 | Analyze |
| SPMD | SPDR Portfolio Mid Cap ETF | Mid cap | 11/08/2005 | 1.08% | 382.06% | 281.70% | 100.36% | 6.47% | 0.87 | 0.74 | 0.12 | Analyze |
| MTUM | iShares MSCI USA Momentum Factor ETF | Large and mid cap | 04/16/2013 | 0.60% | 240.93% | 193.25% | 47.68% | 5.90% | 0.10 | 1.09 | -1.00 | Analyze |
| EZM | WisdomTree MidCap Earnings Fund ETF | Mid cap | 02/23/2007 | 1.10% | 303.67% | 222.26% | 81.41% | 5.72% | 0.62 | 0.69 | -0.06 | Analyze |
| VO | Vanguard Mid-Cap ETF | Mid cap | 01/26/2004 | 1.26% | 415.98% | 318.61% | 97.37% | 5.63% | 0.69 | 0.74 | -0.05 | Analyze |
| PWB | Invesco Dynamic Large Cap Growth ETF | Large cap | 03/03/2005 | 0.12% | 381.03% | 290.07% | 90.96% | 5.61% | 0.74 | 0.73 | 0.01 | Analyze |
| VOT | Vanguard Mid-Cap Growth ETF | Mid cap | 08/17/2006 | 0.50% | 344.09% | 261.77% | 82.32% | 5.58% | 0.67 | 0.73 | -0.06 | Analyze |
| MOAT | Market Vectors Morningstar Wide Moat ETF | Multi-cap | 04/24/2012 | 1.25% | 273.51% | 227.03% | 46.48% | 5.13% | 0.14 | 1.11 | -0.97 | Analyze |
| EES | WisdomTree SmallCap Earnings Fund ETF | Small cap | 02/23/2007 | 0.90% | 292.63% | 222.26% | 70.37% | 4.95% | 0.62 | 0.69 | -0.07 | Analyze |
| RFG | Invesco S&P MidCap 400 Pure Growth ETF | Mid cap | 03/01/2006 | 0.15% | 341.88% | 267.81% | 74.07% | 4.87% | 0.62 | 0.72 | -0.11 | Analyze |
| SLY | S&P Smallcap 600 ETF | Small cap | 11/08/2005 | 0.95% | 352.32% | 281.70% | 70.62% | 4.55% | 0.66 | 0.74 | -0.09 | Analyze |
| PKW | Invesco Buyback Achievers ETF | Multi-cap | 12/20/2006 | 1.12% | 294.33% | 229.43% | 64.90% | 4.51% | 0.71 | 0.70 | 0.01 | Analyze |
| VB | Vanguard Small-Cap ETF | Small cap | 01/26/2004 | 1.06% | 394.71% | 318.61% | 76.10% | 4.40% | 0.62 | 0.74 | -0.12 | Analyze |
| VIOG | Vanguard S&P Small-Cap 600 Growth ETF | Small cap | 09/07/2010 | 0.55% | 359.55% | 314.39% | 45.16% | 4.23% | 0.92 | 1.16 | -0.24 | Analyze |
| CZA | Invesco Mid-Cap Core ETF | Mid cap | 04/02/2007 | 1.20% | 283.67% | 225.49% | 58.18% | 4.12% | 0.67 | 0.70 | -0.02 | Analyze |
| FAD | First Trust Multi Cap Growth AlphaDEX ETF | Multi-cap | 05/08/2007 | 0.18% | 269.68% | 212.67% | 57.01% | 4.06% | 0.61 | 0.68 | -0.06 | Analyze |
| RWK | Invesco S&P Mid Cap Revenue ETF | Mid cap | 02/22/2008 | 0.70% | 294.49% | 243.27% | 51.22% | 3.87% | 0.60 | 0.74 | -0.14 | Analyze |
| RZG | Invesco S&P SmallCap 600 Pure Growth ETF | Small cap | 03/01/2006 | 0.31% | 317.80% | 267.81% | 49.99% | 3.29% | 0.56 | 0.72 | -0.17 | Analyze |
| IWO | iShares Russell 2000 Growth ETF | Small cap | 07/24/2000 | 0.41% | 302.61% | 238.08% | 64.53% | 3.10% | 0.44 | 0.54 | -0.10 | Analyze |
| FTCS | First Trust Capital Strength ETF | Large cap | 07/06/2006 | 0.95% | 314.03% | 268.59% | 45.44% | 3.06% | 0.72 | 0.73 | -0.01 | Analyze |
| IUSG | iShares Core S&P U.S. Growth ETF | Large and mid cap | 07/24/2000 | 0.84% | 298.92% | 238.08% | 60.84% | 2.92% | 0.53 | 0.54 | -0.00 | Analyze |
| SPTM | SPDR Portfolio Total Stock Market ETF | Total market | 10/04/2000 | 1.32% | 304.80% | 251.57% | 53.23% | 2.58% | 0.60 | 0.54 | 0.06 | Analyze |
| VTI | Vanguard Total Stock Market ETF | Total market | 05/24/2001 | 1.32% | 342.50% | 293.33% | 49.17% | 2.46% | 0.64 | 0.61 | 0.03 | Analyze |
| FTC | First Trust Large Cap Growth Opportunities AlphaDEX Fund ETF | Large cap | 05/08/2007 | 0.12% | 243.52% | 210.02% | 33.50% | 2.39% | 0.64 | 0.68 | -0.04 | Analyze |
| FNX | First Trust Mid Cap Core AlphaDEX ETF | Mid cap | 05/08/2007 | 0.80% | 245.64% | 212.67% | 32.97% | 2.35% | 0.56 | 0.68 | -0.12 | Analyze |
| PRFZ | Invesco FTSE RAFI US 1500 Small-Mid Portfolio ETF | Small and mid cap | 09/20/2006 | 0.76% | 286.48% | 253.97% | 32.51% | 2.22% | 0.56 | 0.72 | -0.17 | Analyze |
| SYLD | Cambria Shareholder Yield ETF | Multi-cap | 05/13/2013 | 1.26% | 188.20% | 173.56% | 14.64% | 1.83% | 0.82 | 1.08 | -0.26 | Analyze |
| PDP | Invesco DWA Momentum Portfolio ETF | Large and mid cap | 03/01/2007 | 0.03% | 261.81% | 235.85% | 25.96% | 1.83% | 0.62 | 0.70 | -0.08 | Analyze |
| VV | Vanguard Large-Cap ETF | Large cap | 01/27/2004 | 1.31% | 345.75% | 318.61% | 27.14% | 1.57% | 0.75 | 0.74 | 0.01 | Analyze |
| DIA | SPDR Dow Jones Industrial Average ETF | Large cap | 01/13/1998 | 1.62% | 427.72% | 394.49% | 33.23% | 1.42% | 0.64 | 0.60 | 0.04 | Analyze |
| EQWL | Invesco Russell Top 200 Equal Weight Portfolio ETF | Mega cap | 12/01/2006 | 1.73% | 253.98% | 234.50% | 19.48% | 1.35% | 0.72 | 0.70 | 0.02 | Analyze |
| VTWG | Vanguard Russell 2000 Growth ETF | Small cap | 09/20/2010 | 0.46% | 318.70% | 304.72% | 13.98% | 1.31% | 0.81 | 1.16 | -0.35 | Analyze |
| IWV | iShares Russell 3000 ETF | Total market | 05/22/2000 | 1.17% | 274.67% | 248.35% | 26.32% | 1.25% | 0.55 | 0.53 | 0.02 | Analyze |
| SCHX | Schwab U.S. Large-Cap ETF | Large cap | 11/03/2009 | 1.44% | 353.74% | 340.74% | 13.00% | 1.13% | 1.08 | 1.08 | 0.00 | Analyze |
| SCHB | U.S Broad Market ETF | Total market | 11/03/2009 | 1.42% | 353.72% | 340.74% | 12.98% | 1.13% | 1.05 | 1.08 | -0.03 | Analyze |
| IWB | iShares Russell 1000 ETF | Large and mid cap | 05/15/2000 | 1.23% | 261.46% | 240.63% | 20.83% | 0.99% | 0.55 | 0.53 | 0.02 | Analyze |
| MGC | Vanguard Mega Cap 300 ETF | Mega cap | 12/17/2007 | 1.30% | 223.63% | 211.97% | 11.66% | 0.87% | 0.71 | 0.69 | 0.02 | Analyze |
| VIOO | Vanguard S&P Small-Cap 600 ETF | Small cap | 09/07/2010 | 0.91% | 323.46% | 314.39% | 9.07% | 0.85% | 0.85 | 1.16 | -0.31 | Analyze |
| FYX | First Trust Small Cap Core AlphaDEX ETF | Small cap | 05/08/2007 | 0.65% | 223.38% | 212.67% | 10.71% | 0.76% | 0.50 | 0.68 | -0.18 | Analyze |
| VONE | Vanguard Russell 1000 ETF | Large and mid cap | 09/20/2010 | 1.27% | 311.90% | 304.72% | 7.18% | 0.67% | 1.10 | 1.16 | -0.06 | Analyze |
| DWAS | Invesco DWA SmallCap Momentum ETF | Small cap | 07/19/2012 | 0.14% | 235.60% | 230.00% | 5.60% | 0.63% | 0.79 | 1.17 | -0.38 | Analyze |
| SPLG | SPDR Portfolio Large Cap ETF | Large and mid cap | 11/08/2005 | 1.38% | 291.52% | 281.70% | 9.82% | 0.63% | 0.71 | 0.74 | -0.04 | Analyze |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | Total market | 01/20/2004 | 1.31% | 220.91% | 210.35% | 10.56% | 0.61% | 1.14 | 1.14 | 0.00 | Analyze |
| IWD | iShares Russell 1000 Value ETF | Large and mid cap | 05/22/2000 | 1.65% | 257.96% | 248.35% | 9.61% | 0.46% | 0.56 | 0.53 | 0.02 | Analyze |
| VTHR | Vanguard Russell 3000 ETF | Total market | 09/20/2010 | 1.23% | 309.57% | 304.72% | 4.85% | 0.46% | 1.08 | 1.16 | -0.08 | Analyze |
| IWL | iShares Russell Top 200 ETF | Mega cap | 09/22/2009 | 1.23% | 338.89% | 333.82% | 5.07% | 0.44% | 0.18 | 1.08 | -0.90 | Analyze |
| VIG | Vanguard Dividend Appreciation ETF | Multi-cap | 04/21/2006 | 1.51% | 263.12% | 257.87% | 5.25% | 0.35% | 0.83 | 0.71 | 0.11 | Analyze |
| XMHQ | Invesco S&P MidCap Quality ETF | Mid cap | 12/01/2006 | 0.91% | 239.00% | 234.50% | 4.50% | 0.31% | 0.61 | 0.70 | -0.09 | Analyze |
| VOO | Vanguard S&P 500 ETF | Large cap | 09/07/2010 | 1.41% | 317.55% | 314.39% | 3.16% | 0.30% | 1.15 | 1.16 | -0.02 | Analyze |
| IVV | iShares Core S&P 500 Index Fund ETF | Large cap | 05/15/2000 | 1.37% | 243.89% | 240.63% | 3.26% | 0.16% | 0.55 | 0.53 | 0.01 | Analyze |
| SCHA | Schwab U.S. Small-Cap ETF | Small cap | 11/03/2009 | 0.92% | 341.88% | 340.74% | 1.14% | 0.10% | 0.82 | 1.08 | -0.26 | Analyze |
| FVD | First Trust VL Dividend ETF | Multi-cap | 08/19/2003 | 1.98% | 259.20% | 375.29% | -116.09% | -6.54% | 0.81 | 0.78 | 0.04 | Analyze |
| VONV | Vanguard Russell 1000 Value ETF | Large and mid cap | 09/20/2010 | 3.56% | 2.13% | 0.00% | 0.00% | 0.00% | 8.65 | 1.86 | 6.79 | Analyze |
| TOTAL | 82 |
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