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 | 2.08% | 796.15% | 211.79% | 584.36% | 26.33% | 0.70 | 0.47 | 0.23 | Analyze |
| IJS | iShares S&P SmallCap 600 Value ETF | Small cap | 07/24/2000 | 1.86% | 691.24% | 211.79% | 479.45% | 21.60% | 0.61 | 0.47 | 0.13 | Analyze |
| IJR | iShares Core S&P Small-Cap ETF | Small cap | 05/22/2000 | 1.87% | 668.70% | 221.29% | 447.41% | 20.01% | 0.60 | 0.47 | 0.13 | Analyze |
| ONEQ | Fidelity Nasdaq Composite ETF | Multi-cap | 09/25/2003 | 0.81% | 708.45% | 353.10% | 355.35% | 18.68% | 0.75 | 0.68 | 0.08 | Analyze |
| IJT | iShares S&P SmallCap 600 Growth ETF | Small cap | 07/24/2000 | 0.92% | 609.86% | 228.91% | 380.95% | 17.17% | 0.58 | 0.47 | 0.11 | Analyze |
| MDY | SPDR S&P Midcap 400 ETF | Mid cap | 05/04/1995 | 1.44% | 1,165.18% | 761.91% | 403.27% | 14.71% | 0.66 | 0.67 | -0.01 | Analyze |
| IJH | iShares Core S&P Mid-Cap ETF | Mid cap | 05/22/2000 | 1.76% | 471.32% | 221.29% | 250.03% | 11.18% | 0.57 | 0.47 | 0.09 | Analyze |
| IWY | iShares Russell Top 200 Growth ETF | Mega cap | 09/22/2009 | 0.53% | 435.64% | 298.69% | 136.95% | 10.52% | 0.95 | 0.89 | 0.06 | Analyze |
| QQQ | Invesco QQQ ETF | Large cap | 03/10/1999 | 0.49% | 510.09% | 263.43% | 246.66% | 10.47% | 0.46 | 0.50 | -0.04 | Analyze |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | Mid cap | 07/24/2000 | 1.07% | 410.40% | 211.79% | 198.61% | 8.95% | 0.52 | 0.47 | 0.04 | Analyze |
| IWR | iShares Russell Midcap Index Fund ETF | Mid cap | 07/17/2001 | 1.06% | 448.07% | 263.92% | 184.15% | 8.68% | 0.60 | 0.55 | 0.05 | Analyze |
| QQEW | First Trust NASDAQ-100 Equal Weighted Index Fund ETF | Large cap | 04/19/2006 | 0.43% | 380.58% | 247.96% | 132.62% | 8.06% | 0.62 | 0.61 | 0.01 | Analyze |
| IWN | iShares Russell 2000 Value ETF | Small cap | 07/24/2000 | 1.50% | 389.68% | 211.79% | 177.89% | 8.02% | 0.51 | 0.47 | 0.04 | Analyze |
| RWJ | Oppenheimer Small Cap Revenue ETF | Small cap | 02/22/2008 | 0.72% | 324.57% | 215.73% | 108.84% | 7.45% | 0.53 | 0.63 | -0.10 | Analyze |
| RPG | Invesco S&P 500 Pure Growth ETF | Large cap | 03/01/2006 | 0.21% | 349.82% | 238.63% | 111.19% | 6.70% | 0.60 | 0.62 | -0.02 | Analyze |
| VOOG | Vanguard S&P 500 Growth ETF | Large cap | 09/07/2010 | 0.83% | 360.72% | 280.71% | 80.01% | 6.63% | 0.96 | 0.94 | 0.03 | Analyze |
| MGK | Vanguard Mega Cap 300 Growth ETF | Mega cap | 12/17/2007 | 0.59% | 285.87% | 189.59% | 96.28% | 6.51% | 0.65 | 0.59 | 0.07 | Analyze |
| DTD | Wisdom Tree Total Dividend ETF | Multi-cap | 06/16/2006 | 2.43% | 345.22% | 247.23% | 97.99% | 6.01% | 0.81 | 0.63 | 0.18 | Analyze |
| QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares ETF | Large cap | 03/21/2012 | 4.93% | 260.69% | 198.01% | 62.68% | 5.95% | 0.86 | 0.87 | -0.01 | Analyze |
| RSP | Invesco S&P 500 Equal Weight ETF | Large cap | 04/24/2003 | 1.39% | 493.38% | 377.65% | 115.73% | 5.95% | 0.67 | 0.70 | -0.03 | Analyze |
| DLN | WisdomTree LargeCap Dividend Fund ETF | Large cap | 06/16/2006 | 2.37% | 341.01% | 247.23% | 93.78% | 5.76% | 0.82 | 0.63 | 0.19 | Analyze |
| FPX | First Trust US Equity Opportunities ETF | Large and mid cap | 04/12/2006 | 0.27% | 328.77% | 236.28% | 92.49% | 5.62% | 0.57 | 0.62 | -0.04 | Analyze |
| VUG | Vanguard Growth ETF | Large cap | 01/26/2004 | 0.49% | 385.76% | 285.70% | 100.06% | 5.36% | 0.65 | 0.64 | 0.01 | Analyze |
| IWS | iShares Russell Mid-Cap Value ETF | Mid cap | 07/17/2001 | 1.37% | 385.35% | 274.85% | 110.50% | 5.21% | 0.58 | 0.55 | 0.03 | Analyze |
| IVW | S&P 500 Growth ETF | Large cap | 05/22/2000 | 0.54% | 337.48% | 221.29% | 116.19% | 5.20% | 0.56 | 0.47 | 0.08 | Analyze |
| SPMD | SPDR Portfolio Mid Cap ETF | Mid cap | 11/08/2005 | 1.12% | 336.20% | 251.46% | 84.74% | 5.02% | 0.75 | 0.64 | 0.11 | Analyze |
| VXF | Vanguard Extended Market ETF | Small and mid cap | 12/27/2001 | 0.90% | 378.36% | 274.78% | 103.58% | 4.99% | 0.53 | 0.58 | -0.05 | Analyze |
| IWM | iShares Russell 2000 ETF | Small cap | 05/22/2000 | 0.93% | 326.61% | 221.29% | 105.32% | 4.71% | 0.16 | 0.47 | -0.32 | Analyze |
| QQXT | NASDAQ 100 Ex-Technology ETF | Large cap | 02/08/2007 | 0.61% | 285.96% | 212.37% | 73.59% | 4.70% | 0.59 | 0.59 | 0.01 | Analyze |
| CZA | Invesco Mid-Cap Core ETF | Mid cap | 04/02/2007 | 0.94% | 288.99% | 226.39% | 62.60% | 4.04% | 0.63 | 0.59 | 0.04 | Analyze |
| MDYG | SPDR S&P 400 Mid Cap Growth ETF | Mid cap | 11/08/2005 | 0.87% | 318.21% | 251.46% | 66.75% | 3.95% | 0.60 | 0.64 | -0.04 | Analyze |
| SLYG | SPDR S&P 600 Small Cap Growth ETF | Small cap | 09/25/2000 | 0.88% | 288.00% | 208.19% | 79.81% | 3.62% | 0.41 | 0.46 | -0.05 | Analyze |
| EZM | WisdomTree MidCap Earnings Fund ETF | Mid cap | 02/23/2007 | 1.06% | 251.22% | 196.56% | 54.66% | 3.50% | 0.53 | 0.59 | -0.06 | Analyze |
| VO | Vanguard Mid-Cap ETF | Mid cap | 01/26/2004 | 1.18% | 348.56% | 285.70% | 62.86% | 3.36% | 0.59 | 0.64 | -0.05 | Analyze |
| PWB | Invesco Dynamic Large Cap Growth ETF | Large cap | 03/03/2005 | 0.04% | 329.85% | 279.32% | 50.53% | 2.87% | 0.62 | 0.63 | -0.00 | Analyze |
| PKW | Invesco Buyback Achievers ETF | Multi-cap | 12/20/2006 | 0.84% | 264.95% | 220.26% | 44.69% | 2.83% | 0.63 | 0.59 | 0.03 | Analyze |
| EES | WisdomTree SmallCap Earnings Fund ETF | Small cap | 02/23/2007 | 1.55% | 238.32% | 196.56% | 41.76% | 2.68% | 0.53 | 0.59 | -0.06 | Analyze |
| FTCS | First Trust Capital Strength ETF | Large cap | 07/06/2006 | 0.93% | 296.66% | 258.36% | 38.30% | 2.36% | 0.65 | 0.63 | 0.03 | Analyze |
| IUSG | iShares Core S&P U.S. Growth ETF | Large and mid cap | 07/24/2000 | 0.62% | 279.98% | 228.91% | 51.07% | 2.30% | 0.49 | 0.47 | 0.01 | Analyze |
| VBK | Vanguard Small-Cap Growth ETF | Small cap | 01/26/2004 | 0.31% | 327.61% | 285.70% | 41.91% | 2.24% | 0.51 | 0.64 | -0.13 | Analyze |
| SLY | S&P Smallcap 600 ETF | Small cap | 11/08/2005 | 1.41% | 288.52% | 251.46% | 37.06% | 2.19% | 0.56 | 0.64 | -0.08 | Analyze |
| RWK | Invesco S&P Mid Cap Revenue ETF | Mid cap | 02/22/2008 | 0.87% | 264.03% | 233.66% | 30.37% | 2.08% | 0.54 | 0.63 | -0.09 | Analyze |
| SPTM | SPDR Portfolio Total Stock Market ETF | Total market | 10/04/2000 | 1.30% | 269.54% | 224.22% | 45.32% | 2.06% | 0.53 | 0.48 | 0.05 | Analyze |
| FAD | First Trust Multi Cap Growth AlphaDEX ETF | Multi-cap | 05/08/2007 | 0.29% | 235.20% | 203.96% | 31.24% | 2.03% | 0.53 | 0.58 | -0.05 | Analyze |
| MOAT | Market Vectors Morningstar Wide Moat ETF | Multi-cap | 04/24/2012 | 1.36% | 221.07% | 200.20% | 20.87% | 2.00% | 0.09 | 0.86 | -0.77 | Analyze |
| MTUM | iShares MSCI USA Momentum Factor ETF | Large and mid cap | 04/16/2013 | 0.89% | 184.89% | 169.01% | 15.88% | 1.68% | 0.04 | 0.83 | -0.79 | Analyze |
| VOT | Vanguard Mid-Cap Growth ETF | Mid cap | 08/17/2006 | 0.55% | 259.36% | 233.00% | 26.36% | 1.63% | 0.53 | 0.63 | -0.10 | Analyze |
| VTI | Vanguard Total Stock Market ETF | Total market | 05/24/2001 | 1.26% | 294.96% | 262.68% | 32.28% | 1.51% | 0.56 | 0.54 | 0.02 | Analyze |
| FTC | First Trust Large Cap Growth Opportunities AlphaDEX Fund ETF | Large cap | 05/08/2007 | 0.23% | 223.89% | 201.38% | 22.51% | 1.46% | 0.55 | 0.58 | -0.02 | Analyze |
| VB | Vanguard Small-Cap ETF | Small cap | 01/26/2004 | 1.29% | 309.45% | 285.70% | 23.75% | 1.27% | 0.52 | 0.64 | -0.12 | Analyze |
| FNX | First Trust Mid Cap Core AlphaDEX ETF | Mid cap | 05/08/2007 | 0.87% | 220.19% | 203.96% | 16.23% | 1.05% | 0.50 | 0.58 | -0.08 | Analyze |
| EQWL | Invesco Russell Top 200 Equal Weight Portfolio ETF | Mega cap | 12/01/2006 | 2.36% | 223.13% | 207.87% | 15.26% | 0.96% | 0.62 | 0.59 | 0.02 | Analyze |
| DIA | SPDR Dow Jones Industrial Average ETF | Large cap | 01/13/1998 | 2.10% | 379.38% | 356.33% | 23.05% | 0.93% | 0.58 | 0.54 | 0.03 | Analyze |
| VV | Vanguard Large-Cap ETF | Large cap | 01/27/2004 | 1.25% | 302.18% | 285.70% | 16.48% | 0.88% | 0.64 | 0.64 | 0.00 | Analyze |
| RFG | Invesco S&P MidCap 400 Pure Growth ETF | Mid cap | 03/01/2006 | 0.36% | 269.70% | 257.63% | 12.07% | 0.73% | 0.51 | 0.62 | -0.11 | Analyze |
| IWV | iShares Russell 3000 ETF | Total market | 05/22/2000 | 1.04% | 235.44% | 221.29% | 14.15% | 0.63% | 0.48 | 0.47 | 0.01 | Analyze |
| VIG | Vanguard Dividend Appreciation ETF | Multi-cap | 04/21/2006 | 1.55% | 239.00% | 229.44% | 9.56% | 0.58% | 0.71 | 0.61 | 0.10 | Analyze |
| IWB | iShares Russell 1000 ETF | Large and mid cap | 05/15/2000 | 1.07% | 226.31% | 214.16% | 12.15% | 0.54% | 0.48 | 0.47 | 0.01 | Analyze |
| MGC | Vanguard Mega Cap 300 ETF | Mega cap | 12/17/2007 | 1.59% | 194.59% | 186.94% | 7.65% | 0.52% | 0.60 | 0.59 | 0.01 | Analyze |
| PRFZ | Invesco FTSE RAFI US 1500 Small-Mid Portfolio ETF | Small and mid cap | 09/20/2006 | 0.97% | 251.51% | 244.13% | 7.38% | 0.46% | 0.50 | 0.62 | -0.12 | Analyze |
| SPLG | SPDR Portfolio Large Cap ETF | Large and mid cap | 11/08/2005 | 1.31% | 258.92% | 251.46% | 7.46% | 0.44% | 0.61 | 0.64 | -0.03 | Analyze |
| EEH | ELEMENTS Linked to the SPECTRUM Large Cap U.S. Sector Momentum Index ETN | Large cap | 08/02/2007 | 0.00% | 227.78% | 221.96% | 5.82% | 0.38% | 0.36 | 0.59 | -0.23 | Analyze |
| IWD | iShares Russell 1000 Value ETF | Large and mid cap | 05/22/2000 | 1.47% | 229.60% | 221.29% | 8.31% | 0.37% | 0.50 | 0.47 | 0.02 | Analyze |
| CDC | VictoryShares US EQ Income Enhanced Volatility Wtd ETF | Large cap | 07/01/2014 | 3.11% | 122.98% | 120.33% | 2.65% | 0.32% | 0.95 | 0.71 | 0.24 | Analyze |
| VOO | Vanguard S&P 500 ETF | Large cap | 09/07/2010 | 1.66% | 283.74% | 280.71% | 3.03% | 0.25% | 0.92 | 0.94 | -0.02 | Analyze |
| IWL | iShares Russell Top 200 ETF | Mega cap | 09/22/2009 | 1.05% | 301.57% | 298.69% | 2.88% | 0.22% | 0.15 | 0.89 | -0.74 | Analyze |
| UVDV | UVA Dividend Value ETF | Multi-cap | 02/29/1980 | 0.94% | -5.61% | -14.78% | 9.17% | 0.22% | -0.50 | -1.03 | 0.53 | Analyze |
| DGRW | WisdomTree U.S. Quality Dividend Growth ETF | Large and mid cap | 05/17/2013 | 1.88% | 166.53% | 164.56% | 1.97% | 0.21% | 0.90 | 0.82 | 0.08 | Analyze |
| DGRO | iShares Core Dividend Growth ETF | Multi-cap | 06/10/2014 | 1.72% | 114.12% | 112.45% | 1.67% | 0.20% | 0.77 | 0.72 | 0.05 | Analyze |
| FV | First Trust Dorsey Wright Focus 5 ETF | Large cap | 03/05/2014 | 0.64% | 133.28% | 131.86% | 1.42% | 0.17% | 0.67 | 0.74 | -0.07 | Analyze |
| IVV | iShares Core S&P 500 Index Fund ETF | Large cap | 05/15/2000 | 1.15% | 217.40% | 214.16% | 3.24% | 0.14% | 0.48 | 0.47 | 0.01 | Analyze |
| VONV | Vanguard Russell 1000 Value ETF | Large and mid cap | 09/20/2010 | 2.11% | -2.42% | -3.54% | 1.12% | 0.09% | -0.05 | -0.10 | 0.05 | Analyze |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | Total market | 01/20/2004 | 1.18% | 186.29% | 184.80% | 1.49% | 0.08% | 0.86 | 0.87 | -0.01 | Analyze |
| SCHX | Schwab U.S. Large-Cap ETF | Large cap | 11/03/2009 | 0.78% | -11.42% | -10.67% | -0.75% | -0.06% | -0.65 | -1.05 | 0.40 | Analyze |
| SCHB | U.S Broad Market ETF | Total market | 11/03/2009 | 0.75% | -11.63% | -10.67% | -0.96% | -0.07% | -0.66 | -1.05 | 0.39 | Analyze |
| SCHG | Schwab U.S. Large-Cap Growth ETF | Large cap | 12/11/2009 | 0.24% | -12.39% | -10.67% | -1.72% | -0.13% | -0.45 | -1.05 | 0.60 | Analyze |
| SCHA | Schwab U.S. Small-Cap ETF | Small cap | 11/03/2009 | 0.56% | -13.56% | -10.67% | -2.89% | -0.22% | -0.78 | -1.05 | 0.27 | Analyze |
| MMTM | SPDR S&P 1500 Momentum Tilt ETF | Multi-cap | 10/24/2012 | 1.53% | 212.21% | 215.49% | -3.28% | -0.33% | 0.93 | 0.87 | 0.07 | Analyze |
| DEF | Invesco Defensive Equity ETF | Large cap | 12/15/2006 | 1.16% | 209.00% | 230.43% | -21.43% | -1.36% | 0.68 | 0.59 | 0.08 | Analyze |
| LGLV | SPDR SSGA US Large Cap Low Volatility Index ETF | Large and mid cap | 02/20/2013 | 1.96% | 159.75% | 176.13% | -16.38% | -1.71% | 0.92 | 0.85 | 0.07 | Analyze |
| CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | Large cap | 07/01/2014 | 1.38% | 102.25% | 120.33% | -18.08% | -2.19% | 0.76 | 0.71 | 0.05 | Analyze |
| FVD | First Trust VL Dividend ETF | Multi-cap | 08/19/2003 | 1.70% | 246.13% | 337.99% | -91.86% | -4.80% | 0.73 | 0.68 | 0.06 | Analyze |
| TOTAL | 82 |
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