Building a core portfolio? This tool can help.
Criteria: 1. At least an eight year history. 2. Non-leveraged. 3. Total return or Sharpe Ratio > SPY
| Symbol | Description | Category | Inception Date | Volume | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF | Small cap | 05/22/2000 | 2,646,306 | 1.38% | 566.87% | 161.77% | 405.10% | 20.78% | 0.66 | 0.47 | 0.19 | Analyze Watchlist |
| MDY | SPDR S&P Midcap 400 ETF | Mid cap | 05/04/1995 | 861,155 | 1.35% | 985.80% | 604.71% | 381.09% | 15.52% | 0.71 | 0.70 | 0.01 | Analyze Watchlist |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | Mid cap | 07/24/2000 | 90,846 | 1.69% | 433.74% | 153.99% | 279.75% | 14.48% | 0.65 | 0.47 | 0.18 | Analyze Watchlist |
| IJS | iShares S&P SmallCap 600 Value ETF | Small cap | 07/24/2000 | 205,286 | 1.48% | 428.29% | 153.99% | 274.30% | 14.20% | 0.59 | 0.47 | 0.12 | Analyze Watchlist |
| IJT | iShares S&P SmallCap 600 Growth ETF | Small cap | 07/24/2000 | 94,709 | 1.02% | 380.87% | 143.24% | 237.63% | 12.30% | 0.56 | 0.47 | 0.09 | Analyze Watchlist |
| IJH | iShares Core S&P Mid-Cap ETF | Mid cap | 05/22/2000 | 718,898 | 1.46% | 385.94% | 161.77% | 224.17% | 11.50% | 0.61 | 0.47 | 0.14 | Analyze Watchlist |
| IWN | iShares Russell 2000 Value ETF | Small cap | 07/24/2000 | 905,052 | 1.83% | 339.73% | 153.99% | 185.74% | 9.61% | 0.56 | 0.47 | 0.09 | Analyze Watchlist |
| FPX | First Trust US Equity Opportunities ETF | Large and mid cap | 04/12/2006 | 65,648 | 0.68% | 302.85% | 172.46% | 130.39% | 9.59% | 0.70 | 0.65 | 0.05 | Analyze Watchlist |
| SPMD | SPDR Portfolio Mid Cap ETF | Small and mid cap | 11/08/2005 | 236,064 | 1.60% | 297.27% | 184.94% | 112.33% | 8.01% | 0.85 | 0.69 | 0.17 | Analyze Watchlist |
| JKH | iShares Morningstar Mid-Cap Growth ETF | Mid cap | 06/28/2004 | 9,336 | 0.23% | 333.48% | 214.26% | 119.22% | 7.75% | 0.67 | 0.68 | -0.01 | Analyze Watchlist |
| ONEQ | Fidelity Nasdaq Composite ETF | Multi-cap | 09/25/2003 | 37,431 | 1.09% | 367.33% | 243.64% | 123.69% | 7.66% | 0.70 | 0.73 | -0.03 | Analyze Watchlist |
| QQEW | First Trust NASDAQ-100 Equal Weighted Index Fund ETF | Large cap | 04/19/2006 | 33,265 | 0.54% | 258.46% | 162.91% | 95.55% | 7.03% | 0.63 | 0.65 | -0.02 | Analyze Watchlist |
| VXF | Vanguard Extended Market ETF | Small and mid cap | 12/27/2001 | 162,208 | 1.22% | 328.77% | 204.95% | 123.82% | 6.92% | 0.60 | 0.60 | -0.00 | Analyze Watchlist |
| IWS | iShares Russell Mid-Cap Value ETF | Mid cap | 07/17/2001 | 941,003 | 1.95% | 331.45% | 205.13% | 126.32% | 6.89% | 0.64 | 0.56 | 0.08 | Analyze Watchlist |
| IWP | iShares Russell Mid-Cap Growth ETF | Mid cap | 07/17/2001 | 220,513 | 0.59% | 316.94% | 193.16% | 123.78% | 6.75% | 0.56 | 0.56 | -0.01 | Analyze Watchlist |
| RPG | Invesco S&P 500 Pure Growth ETF | Large cap | 03/01/2006 | 56,436 | 0.77% | 266.46% | 174.44% | 92.02% | 6.71% | 0.68 | 0.66 | 0.02 | Analyze Watchlist |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | Mid cap | 07/24/2000 | 81,656 | 1.03% | 282.61% | 153.99% | 128.62% | 6.66% | 0.51 | 0.47 | 0.04 | Analyze Watchlist |
| IWY | iShares Russell Top 200 Growth ETF | Mega cap | 09/22/2009 | 51,537 | 1.14% | 288.64% | 221.43% | 67.21% | 6.62% | 1.16 | 1.09 | 0.08 | Analyze Watchlist |
| IWM | iShares Russell 2000 ETF | Small cap | 05/22/2000 | 14,765,670 | 1.24% | 288.37% | 161.77% | 126.60% | 6.49% | 0.50 | 0.47 | 0.03 | Analyze Watchlist |
| MDYG | SPDR S&P 400 Mid Cap Growth ETF | Mid cap | 11/08/2005 | 87,190 | 1.23% | 273.34% | 184.94% | 88.40% | 6.30% | 0.68 | 0.69 | -0.01 | Analyze Watchlist |
| RSP | Invesco S&P 500 Equal Weight ETF | Large cap | 04/24/2003 | 365,822 | 1.82% | 387.23% | 288.28% | 98.95% | 5.97% | 0.73 | 0.76 | -0.03 | Analyze Watchlist |
| QQQ | Invesco QQQ ETF | Large cap | 03/10/1999 | 27,206,627 | 0.81% | 297.69% | 176.93% | 120.76% | 5.83% | 0.42 | 0.50 | -0.09 | Analyze Watchlist |
| VONG | Vanguard Russell 1000 Growth ETF | Large and mid cap | 09/20/2010 | 58,464 | 0.87% | 245.89% | 194.72% | 51.17% | 5.59% | 1.23 | 1.21 | 0.03 | Analyze Watchlist |
| VBK | Vanguard Small-Cap Growth ETF | Small cap | 01/26/2004 | 134,377 | 0.60% | 300.09% | 213.32% | 86.77% | 5.49% | 0.59 | 0.69 | -0.10 | Analyze Watchlist |
| CZA | Invesco Mid-Cap Core ETF | Mid cap | 04/02/2007 | 18,580 | 1.00% | 208.19% | 142.33% | 65.86% | 5.21% | 0.68 | 0.62 | 0.05 | Analyze Watchlist |
| EZM | WisdomTree MidCap Earnings Fund ETF | Mid cap | 02/23/2007 | 56,852 | 1.56% | 205.09% | 140.03% | 65.06% | 5.11% | 0.60 | 0.61 | -0.02 | Analyze Watchlist |
| EES | WisdomTree SmallCap Earnings Fund ETF | Small cap | 02/23/2007 | 49,479 | 1.41% | 202.89% | 140.03% | 62.86% | 4.94% | 0.60 | 0.61 | -0.02 | Analyze Watchlist |
| SCHG | Schwab U.S. Large-Cap Growth ETF | Large cap | 12/11/2009 | 358,587 | 1.11% | 248.96% | 201.03% | 47.93% | 4.82% | 1.03 | 1.04 | -0.01 | Analyze Watchlist |
| MGK | Vanguard Mega Cap 300 Growth ETF | Mega cap | 12/17/2007 | 171,124 | 0.72% | 190.75% | 134.14% | 56.61% | 4.75% | 0.71 | 0.62 | 0.09 | Analyze Watchlist |
| VOOG | Vanguard S&P 500 Growth ETF | Large cap | 09/07/2010 | 91,267 | 1.20% | 249.93% | 206.66% | 43.27% | 4.71% | 1.31 | 1.21 | 0.10 | Analyze Watchlist |
| VO | Vanguard Mid-Cap ETF | Mid cap | 01/26/2004 | 413,175 | 1.37% | 285.73% | 213.32% | 72.41% | 4.58% | 0.66 | 0.69 | -0.03 | Analyze Watchlist |
| SLY | S&P Smallcap 600 ETF | Small cap | 11/08/2005 | 50,267 | 1.39% | 245.63% | 184.94% | 60.69% | 4.33% | 0.62 | 0.69 | -0.06 | Analyze Watchlist |
| VUG | Vanguard Growth ETF | Large cap | 01/26/2004 | 556,216 | 1.02% | 276.18% | 213.32% | 62.86% | 3.98% | 0.70 | 0.69 | 0.02 | Analyze Watchlist |
| JKG | iShares Morningstar Mid Core Index Fund ETF | Mid cap | 06/28/2004 | 6,060 | 1.36% | 275.42% | 214.26% | 61.16% | 3.97% | 0.64 | 0.68 | -0.04 | Analyze Watchlist |
| QQXT | NASDAQ 100 Ex-Technology ETF | Large cap | 02/08/2007 | 1,932 | 0.41% | 180.06% | 135.69% | 44.37% | 3.47% | 0.57 | 0.61 | -0.04 | Analyze Watchlist |
| NFO | Invesco Insider Sentiment ETF | Large and mid cap | 09/21/2006 | 7,246 | 0.84% | 209.63% | 165.07% | 44.56% | 3.39% | 0.59 | 0.66 | -0.07 | Analyze Watchlist |
| PWB | Invesco Dynamic Large Cap Growth ETF | Large cap | 03/03/2005 | 75,319 | 0.85% | 241.21% | 191.50% | 49.71% | 3.38% | 0.66 | 0.67 | -0.01 | Analyze Watchlist |
| FTCS | First Trust Capital Strength ETF | Large cap | 07/06/2006 | 354,542 | 1.38% | 216.07% | 172.48% | 43.59% | 3.26% | 0.67 | 0.67 | 0.00 | Analyze Watchlist |
| VOT | Vanguard Mid-Cap Growth ETF | Mid cap | 08/17/2006 | 141,772 | 0.73% | 211.08% | 169.72% | 41.36% | 3.12% | 0.60 | 0.67 | -0.07 | Analyze Watchlist |
| PKW | Invesco Buyback Achievers ETF | Multi-cap | 12/20/2006 | 51,181 | 1.38% | 180.26% | 141.65% | 38.61% | 2.99% | 0.65 | 0.63 | 0.03 | Analyze Watchlist |
| VB | Vanguard Small-Cap ETF | Small cap | 01/26/2004 | 402,288 | 1.34% | 260.58% | 213.32% | 47.26% | 2.99% | 0.58 | 0.69 | -0.11 | Analyze Watchlist |
| JKK | iShares Morningstar Small-Cap Growth ETF | Small cap | 06/28/2004 | 7,314 | 0.25% | 260.52% | 216.11% | 44.41% | 2.89% | 0.55 | 0.68 | -0.13 | Analyze Watchlist |
| VIOG | Vanguard S&P Small-Cap 600 Growth ETF | Small cap | 09/07/2010 | 8,566 | 0.98% | 229.91% | 206.66% | 23.25% | 2.53% | 0.94 | 1.21 | -0.26 | Analyze Watchlist |
| DIA | SPDR Dow Jones Industrial Average ETF | Large cap | 01/13/1998 | 2,342,964 | 2.12% | 324.88% | 272.40% | 52.48% | 2.40% | 0.62 | 0.55 | 0.07 | Analyze Watchlist |
| RWJ | Oppenheimer Small Cap Revenue ETF | Small cap | 02/22/2008 | 24,693 | 1.17% | 181.33% | 155.17% | 26.16% | 2.23% | 0.51 | 0.67 | -0.16 | Analyze Watchlist |
| JKE | iShares Morningstar Large Growth Index Fund ETF | Large cap | 06/28/2004 | 11,737 | 0.56% | 247.67% | 214.26% | 33.41% | 2.17% | 0.65 | 0.68 | -0.03 | Analyze Watchlist |
| SPTM | SPDR Portfolio Total Stock Market ETF | Total market | 10/04/2000 | 368,227 | 1.66% | 202.35% | 164.05% | 38.30% | 2.00% | 0.54 | 0.48 | 0.06 | Analyze Watchlist |
| PDP | Invesco DWA Momentum Portfolio ETF | Large and mid cap | 03/01/2007 | 155,326 | 0.25% | 169.22% | 144.45% | 24.77% | 1.95% | 0.57 | 0.63 | -0.06 | Analyze Watchlist |
| IWD | iShares Russell 1000 Value ETF | Large and mid cap | 05/22/2000 | 1,421,949 | 2.30% | 196.64% | 161.77% | 34.87% | 1.79% | 0.53 | 0.47 | 0.07 | Analyze Watchlist |
| FAD | First Trust Multi Cap Growth AlphaDEX ETF | Multi-cap | 05/08/2007 | 5,309 | 0.37% | 152.73% | 130.81% | 21.92% | 1.75% | 0.53 | 0.60 | -0.08 | Analyze Watchlist |
| VTI | Vanguard Total Stock Market ETF | Total market | 05/24/2001 | 2,183,938 | 1.76% | 226.08% | 195.27% | 30.81% | 1.67% | 0.58 | 0.55 | 0.04 | Analyze Watchlist |
| JKD | iShares Morningstar Large Core Index Fund ETF | Large cap | 06/28/2004 | 7,738 | 2.39% | 239.31% | 214.26% | 25.05% | 1.63% | 0.73 | 0.68 | 0.05 | Analyze Watchlist |
| RFG | Invesco S&P MidCap 400 Pure Growth ETF | Mid cap | 03/01/2006 | 11,137 | 0.72% | 196.59% | 174.44% | 22.15% | 1.61% | 0.54 | 0.66 | -0.12 | Analyze Watchlist |
| RZG | Invesco S&P SmallCap 600 Pure Growth ETF | Small cap | 03/01/2006 | 11,802 | 0.65% | 194.20% | 174.44% | 19.76% | 1.44% | 0.50 | 0.66 | -0.16 | Analyze Watchlist |
| PWV | Invesco Dynamic LargeCap Value ETF | Large cap | 03/03/2005 | 91,133 | 2.19% | 212.61% | 191.50% | 21.11% | 1.43% | 0.72 | 0.67 | 0.05 | Analyze Watchlist |
| VIG | Vanguard Dividend Appreciation ETF | Multi-cap | 04/21/2006 | 1,074,889 | 1.76% | 185.92% | 166.92% | 19.00% | 1.40% | 0.79 | 0.65 | 0.14 | Analyze Watchlist |
| IWO | iShares Russell 2000 Growth ETF | Small cap | 07/24/2000 | 374,839 | 0.69% | 180.90% | 153.99% | 26.91% | 1.39% | 0.38 | 0.47 | -0.09 | Analyze Watchlist |
| IUSG | iShares Core S&P U.S. Growth ETF | Large and mid cap | 07/24/2000 | 496,852 | 1.46% | 169.95% | 143.24% | 26.71% | 1.38% | 0.44 | 0.47 | -0.03 | Analyze Watchlist |
| JKJ | iShares Morningstar Small Core Index Fund ETF | Small cap | 06/28/2004 | 1,957 | 1.25% | 234.44% | 214.26% | 20.18% | 1.31% | 0.54 | 0.68 | -0.14 | Analyze Watchlist |
| FNX | First Trust Mid Cap Core AlphaDEX ETF | Mid cap | 05/08/2007 | 33,483 | 1.10% | 145.85% | 130.81% | 15.04% | 1.20% | 0.50 | 0.60 | -0.11 | Analyze Watchlist |
| SPLV | S&P 500 Low Volatility Portfolio ETF | Large cap | 05/05/2011 | 3,472,913 | 1.86% | 163.20% | 153.23% | 9.97% | 1.17% | 1.40 | 1.03 | 0.37 | Analyze Watchlist |
| EQWL | Invesco Russell Top 200 Equal Weight Portfolio ETF | Mega cap | 12/01/2006 | 1,870 | 2.05% | 164.13% | 149.29% | 14.84% | 1.14% | 0.66 | 0.63 | 0.04 | Analyze Watchlist |
| FTC | First Trust Large Cap Growth Opportunities AlphaDEX Fund ETF | Large cap | 05/08/2007 | 71,876 | 0.61% | 142.95% | 128.85% | 14.10% | 1.13% | 0.55 | 0.60 | -0.05 | Analyze Watchlist |
| RWK | Oppenheimer Mid Cap Revenue ETF | Mid cap | 02/22/2008 | 15,820 | 1.08% | 167.99% | 155.17% | 12.82% | 1.09% | 0.53 | 0.67 | -0.14 | Analyze Watchlist |
| JKI | iShares Morningstar Mid Value ETF | Mid cap | 06/28/2004 | 6,512 | 2.55% | 216.42% | 200.74% | 15.68% | 1.02% | 0.60 | 0.68 | -0.08 | Analyze Watchlist |
| VV | Vanguard Large-Cap ETF | Large cap | 01/27/2004 | 164,968 | 1.82% | 228.46% | 213.32% | 15.14% | 0.96% | 0.69 | 0.69 | 0.00 | Analyze Watchlist |
| PRFZ | Invesco FTSE RAFI US 1500 Small-Mid Portfolio ETF | Small and mid cap | 09/20/2006 | 58,700 | 1.28% | 171.08% | 159.81% | 11.27% | 0.86% | 0.49 | 0.66 | -0.17 | Analyze Watchlist |
| IWV | iShares Russell 3000 ETF | Total market | 05/22/2000 | 258,876 | 1.76% | 176.92% | 161.77% | 15.15% | 0.78% | 0.49 | 0.47 | 0.02 | Analyze Watchlist |
| IYY | iShares Dow Jones U.S. ETF | Total market | 06/12/2000 | 18,931 | 1.81% | 159.69% | 146.43% | 13.26% | 0.68% | 0.46 | 0.47 | -0.01 | Analyze Watchlist |
| IWB | iShares Russell 1000 ETF | Large and mid cap | 05/15/2000 | 875,283 | 1.79% | 166.69% | 155.96% | 10.73% | 0.55% | 0.48 | 0.47 | 0.02 | Analyze Watchlist |
| VBR | Vanguard Small-Cap Value ETF | Small cap | 01/26/2004 | 292,741 | 1.97% | 220.74% | 213.32% | 7.42% | 0.47% | 0.55 | 0.69 | -0.13 | Analyze Watchlist |
| SCHB | U.S Broad Market ETF | Total market | 11/03/2009 | 579,331 | 1.82% | 231.14% | 226.56% | 4.58% | 0.46% | 1.06 | 1.09 | -0.03 | Analyze Watchlist |
| SPLG | SPDR Portfolio Large Cap ETF | Large and mid cap | 11/08/2005 | 811,855 | 1.84% | 191.27% | 184.94% | 6.33% | 0.45% | 0.64 | 0.69 | -0.04 | Analyze Watchlist |
| SCHX | Schwab U.S. Large-Cap ETF | Large cap | 11/03/2009 | 1,004,850 | 1.85% | 230.99% | 226.56% | 4.43% | 0.44% | 1.08 | 1.09 | -0.00 | Analyze Watchlist |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | Total market | 01/20/2004 | 1,036,897 | 1.92% | 134.95% | 128.62% | 6.33% | 0.40% | 1.21 | 1.19 | 0.01 | Analyze Watchlist |
| MGC | Vanguard Mega Cap 300 ETF | Mega cap | 12/17/2007 | 63,242 | 1.90% | 136.21% | 131.90% | 4.31% | 0.36% | 0.63 | 0.62 | 0.01 | Analyze Watchlist |
| PWC | Invesco XTF: Dynamic Market Portfolio ETF | Large and mid cap | 05/01/2003 | 2,069 | 0.94% | 294.25% | 288.28% | 5.97% | 0.36% | 0.68 | 0.76 | -0.08 | Analyze Watchlist |
| USMV | iShares MSCI U.S. Minimum Volatility ETF | Large cap | 10/18/2011 | 4,639,778 | 1.84% | 179.45% | 177.07% | 2.38% | 0.29% | 1.63 | 1.31 | 0.33 | Analyze Watchlist |
| DEF | Invesco Defensive Equity ETF | Large cap | 12/15/2006 | 23,941 | 1.12% | 148.73% | 145.57% | 3.16% | 0.24% | 0.72 | 0.63 | 0.09 | Analyze Watchlist |
| VOO | Vanguard S&P 500 ETF | Large cap | 09/07/2010 | 2,132,889 | 1.93% | 208.68% | 206.66% | 2.02% | 0.22% | 1.19 | 1.21 | -0.02 | Analyze Watchlist |
| IVV | iShares Core S&P 500 Index Fund ETF | Large cap | 05/15/2000 | 3,391,192 | 2.00% | 158.49% | 155.96% | 2.53% | 0.13% | 0.48 | 0.47 | 0.01 | Analyze Watchlist |
| PRF | FTSE RAFI US 1000 Portfolio ETF | Large and mid cap | 12/19/2005 | 80,211 | 1.99% | 181.17% | 179.38% | 1.79% | 0.13% | 0.59 | 0.67 | -0.08 | Analyze Watchlist |
| DWAQ | Invesco DWA NASDAQ Momentum Portfolio ETF | Large and mid cap | 05/01/2003 | 2,690 | 0.00% | 286.54% | 285.06% | 1.48% | 0.09% | 0.56 | 0.76 | -0.20 | Analyze Watchlist |
| VONE | Vanguard Russell 1000 ETF | Large and mid cap | 09/20/2010 | 61,612 | 1.75% | 195.33% | 194.72% | 0.61% | 0.07% | 1.12 | 1.21 | -0.08 | Analyze Watchlist |
| FVD | First Trust VL Dividend ETF | Multi-cap | 08/19/2003 | 1,433,767 | 2.17% | 217.48% | 255.97% | -38.49% | -2.37% | 0.84 | 0.73 | 0.11 | Analyze Watchlist |
| HDV | iShares Core High Dividend ETF | Multi-cap | 03/29/2011 | 238,404 | 3.29% | 129.79% | 155.18% | -25.39% | -2.94% | 1.13 | 1.05 | 0.08 | Analyze Watchlist |
| TOTAL | 86 |
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