US Broad Market Equity ETFs That Have Outperformed SPY Since Inception

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

85 ETFs.

SymbolDescriptionCategoryInception DateVolumeCurrent YieldLifetime total returnSPY total return same periodLifetime total return differenceLifetime total return difference per yearLifetime Sharpe ratioSPY Sharpe ratioSharpe differenceActions
IJRiShares Core S&P Small-Cap ETFSmall cap05/22/20002,483,4021.46%545.03%150.80%394.23%20.55%0.660.450.20Analyze
Watchlist
MDYSPDR S&P Midcap 400 ETF Mid cap05/04/1995907,2131.30%963.27%575.74%387.53%15.99%0.710.690.02Analyze
Watchlist
IJJiShares S&P Mid-Cap 400 Value ETFMid cap07/24/2000113,4701.71%417.42%143.33%274.09%14.42%0.650.450.19Analyze
Watchlist
IJSiShares S&P SmallCap 600 Value ETFSmall cap07/24/2000123,5821.59%404.46%143.33%261.13%13.74%0.580.450.13Analyze
Watchlist
IJTiShares S&P SmallCap 600 Growth ETFSmall cap07/24/200098,6650.89%393.12%143.33%249.79%13.14%0.570.450.12Analyze
Watchlist
IJHiShares Core S&P Mid-Cap ETFMid cap05/22/2000868,5391.51%376.07%150.80%225.27%11.74%0.610.450.16Analyze
Watchlist
IWNiShares Russell 2000 Value ETFSmall cap07/24/2000743,3161.84%328.72%143.33%185.39%9.75%0.560.450.10Analyze
Watchlist
JKHiShares Morningstar Mid-Cap Growth ETFMid cap06/28/200412,0990.24%336.31%200.86%135.45%8.98%0.680.670.02Analyze
Watchlist
PXMGInvesco Russell Midcap Pure Growth Portfolio ETFMid cap03/03/2005208,4010.15%303.04%179.01%124.03%8.61%0.660.650.01Analyze
Watchlist
SPMDSPDR Portfolio Mid Cap ETFSmall and mid cap11/08/2005361,4880.91%289.87%172.69%117.18%8.55%0.850.670.18Analyze
Watchlist
ONEQFidelity Nasdaq Composite ETFMulti-cap09/25/200347,2581.06%352.43%233.99%118.44%7.48%0.690.72-0.03Analyze
Watchlist
VXFVanguard Extended Market ETFSmall and mid cap12/27/2001332,7781.34%321.60%192.08%129.52%7.37%0.600.590.01Analyze
Watchlist
RPGInvesco S&P 500 Pure Growth ETFLarge cap03/01/200687,8830.41%260.17%162.62%97.55%7.28%0.680.640.04Analyze
Watchlist
IWSiShares Russell Mid-Cap Value ETFMid cap07/17/2001545,4442.15%320.90%192.28%128.62%7.13%0.640.550.09Analyze
Watchlist
IJKiShares S&P Mid-Cap 400 Growth ETFMid cap07/24/200062,5931.07%278.31%143.33%134.98%7.10%0.510.450.05Analyze
Watchlist
IWPiShares Russell Mid-Cap Growth ETFMid cap07/17/2001471,4670.77%308.65%180.81%127.84%7.09%0.560.550.00Analyze
Watchlist
MDYGSPDR S&P 400 Mid Cap Growth ETFMid cap11/08/2005104,4050.70%267.91%172.69%95.22%6.94%0.680.670.01Analyze
Watchlist
IWMiShares Russell 2000 ETFSmall cap05/22/200018,132,1501.22%281.97%150.80%131.17%6.84%0.500.450.04Analyze
Watchlist
QQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund ETFLarge cap04/19/200682,6530.46%244.32%155.40%88.92%6.70%0.620.63-0.01Analyze
Watchlist
VBKVanguard Small-Cap Growth ETFSmall cap01/26/2004134,0490.52%295.21%199.98%95.23%6.14%0.590.67-0.08Analyze
Watchlist
RSPInvesco S&P 500 Equal Weight ETFLarge cap04/24/2003760,8841.41%370.95%271.81%99.14%6.10%0.730.75-0.02Analyze
Watchlist
IWYiShares Russell Top 200 Growth ETFMega cap09/22/200962,9381.16%266.74%207.20%59.54%6.05%1.141.070.07Analyze
Watchlist
QQQInvesco QQQ ETFLarge cap03/10/199937,929,8760.59%280.12%169.31%110.81%5.44%0.410.49-0.08Analyze
Watchlist
VONGVanguard Russell 1000 Growth ETFLarge and mid cap09/20/201061,0701.02%231.86%186.03%45.83%5.18%1.221.190.03Analyze
Watchlist
VOOGVanguard S&P 500 Growth ETFLarge cap09/07/201079,6190.93%237.37%193.02%44.35%4.99%1.301.190.11Analyze
Watchlist
VOVanguard Mid-Cap ETFMid cap01/26/2004334,1841.21%274.14%199.98%74.16%4.78%0.650.67-0.02Analyze
Watchlist
SLYS&P Smallcap 600 ETFSmall cap11/08/200568,1571.10%235.25%172.69%62.56%4.56%0.620.67-0.05Analyze
Watchlist
PXLGInvesco Russell Top 200 Pure Growth Portfolio ETFMega cap06/16/201165,5770.50%190.81%153.89%36.92%4.55%1.121.030.10Analyze
Watchlist
SCHGSchwab U.S. Large-Cap Growth ETFLarge cap12/11/2009552,9750.88%229.22%187.68%41.54%4.32%1.011.02-0.02Analyze
Watchlist
MGKVanguard Mega Cap 300 Growth ETFMega cap12/17/2007153,8530.47%173.14%123.92%49.22%4.24%0.680.600.08Analyze
Watchlist
JKKiShares Morningstar Small-Cap Growth ETFSmall cap06/28/20043,7590.23%262.42%202.63%59.79%3.97%0.560.67-0.11Analyze
Watchlist
PWBInvesco Dynamic Large Cap Growth ETFLarge cap03/03/200574,6110.53%234.91%179.01%55.90%3.88%0.660.650.01Analyze
Watchlist
JKGiShares Morningstar Mid Core Index Fund ETFMid cap06/28/200410,7281.60%259.19%200.86%58.33%3.87%0.630.67-0.03Analyze
Watchlist
NFOInvesco Insider Sentiment ETFLarge and mid cap09/21/20067770.86%201.94%153.60%48.34%3.76%0.590.64-0.06Analyze
Watchlist
QQXTNASDAQ 100 Ex-Technology ETFLarge cap02/08/20076,0010.32%175.82%128.93%46.89%3.76%0.570.60-0.03Analyze
Watchlist
VUGVanguard Growth ETFLarge cap01/26/2004687,1280.88%255.64%199.98%55.66%3.59%0.690.670.01Analyze
Watchlist
VOTVanguard Mid-Cap Growth ETFMid cap08/17/2006162,5340.53%203.82%158.07%45.75%3.54%0.600.65-0.05Analyze
Watchlist
VBVanguard Small-Cap ETFSmall cap01/26/2004573,5171.19%254.49%199.98%54.51%3.52%0.580.67-0.09Analyze
Watchlist
VIOGVanguard S&P Small-Cap 600 Growth ETFSmall cap09/07/20108,8350.63%222.39%193.02%29.37%3.31%0.951.19-0.24Analyze
Watchlist
PKWInvesco Buyback Achievers ETFMulti-cap12/20/2006247,1380.84%176.19%134.72%41.47%3.29%0.660.610.05Analyze
Watchlist
RFGInvesco S&P MidCap 400 Pure Growth ETFMid cap03/01/200611,8880.71%200.94%162.62%38.32%2.86%0.550.64-0.09Analyze
Watchlist
RZGInvesco S&P SmallCap 600 Pure Growth ETFSmall cap03/01/20066,7110.41%195.18%162.62%32.56%2.43%0.510.64-0.13Analyze
Watchlist
FADFirst Trust Multi Cap Growth AlphaDEX ETFMulti-cap05/08/20079,3530.23%151.10%122.67%28.43%2.33%0.530.59-0.05Analyze
Watchlist
JKEiShares Morningstar Large Growth Index Fund ETFLarge cap06/28/200416,8840.59%235.20%200.86%34.34%2.28%0.640.67-0.02Analyze
Watchlist
RWJOppenheimer Small Cap Revenue ETFSmall cap02/22/200815,7681.04%169.86%144.01%25.85%2.26%0.500.65-0.15Analyze
Watchlist
SPTMSPDR Portfolio Total Stock Market ETFTotal market10/04/2000418,4411.82%190.77%152.97%37.80%2.01%0.530.460.07Analyze
Watchlist
IWDiShares Russell 1000 Value ETFLarge and mid cap05/22/20001,327,9622.38%187.30%150.80%36.50%1.90%0.530.450.07Analyze
Watchlist
IWOiShares Russell 2000 Growth ETFSmall cap07/24/2000374,5450.65%178.86%143.33%35.53%1.87%0.380.45-0.08Analyze
Watchlist
VTIVanguard Total Stock Market ETFTotal market05/24/20012,472,4391.86%213.63%182.85%30.78%1.69%0.570.530.04Analyze
Watchlist
FTCFirst Trust Large Cap Growth Opportunities AlphaDEX Fund ETFLarge cap05/08/200756,8740.46%141.33%120.78%20.55%1.68%0.550.59-0.03Analyze
Watchlist
JKDiShares Morningstar Large Core Index Fund ETFLarge cap06/28/20046,7842.54%225.21%200.86%24.35%1.62%0.720.670.05Analyze
Watchlist
PDPInvesco DWA Momentum Portfolio ETFLarge and mid cap03/01/2007100,2210.08%157.20%137.44%19.76%1.59%0.550.61-0.06Analyze
Watchlist
IUSGiShares Core S&P U.S. Growth ETFLarge and mid cap07/24/2000468,1311.35%172.71%143.33%29.38%1.55%0.450.45-0.00Analyze
Watchlist
PRFZInvesco FTSE RAFI US 1500 Small-Mid Portfolio ETFSmall and mid cap09/20/200655,8730.70%171.64%152.37%19.27%1.50%0.500.64-0.14Analyze
Watchlist
PWCInvesco XTF: Dynamic Market Portfolio ETFLarge and mid cap05/01/20032,3030.52%295.99%271.81%24.18%1.49%0.690.75-0.06Analyze
Watchlist
VIGVanguard Dividend Appreciation ETFMulti-cap04/21/2006854,3951.80%174.45%155.40%19.05%1.44%0.770.630.13Analyze
Watchlist
SPLVS&P 500 Low Volatility Portfolio ETFLarge cap05/05/20112,953,3141.65%152.05%141.90%10.15%1.23%1.371.010.36Analyze
Watchlist
RWKOppenheimer Mid Cap Revenue ETFMid cap02/22/200812,5820.80%157.85%144.01%13.84%1.21%0.530.65-0.12Analyze
Watchlist
JKJiShares Morningstar Small Core Index Fund ETFSmall cap06/28/20043,1191.40%219.11%200.86%18.25%1.21%0.530.67-0.14Analyze
Watchlist
JKIiShares Morningstar Mid Value ETFMid cap06/28/200415,9252.48%216.08%200.86%15.22%1.01%0.610.67-0.06Analyze
Watchlist
VBRVanguard Small-Cap Value ETFSmall cap01/26/2004213,0771.70%214.06%199.98%14.08%0.91%0.550.67-0.12Analyze
Watchlist
VVVanguard Large-Cap ETFLarge cap01/27/2004197,4031.55%213.58%199.98%13.60%0.88%0.680.670.00Analyze
Watchlist
IWViShares Russell 3000 ETFTotal market05/22/2000182,8751.85%166.56%150.80%15.76%0.82%0.480.450.02Analyze
Watchlist
PWVInvesco Dynamic LargeCap Value ETFLarge cap03/03/200599,0301.12%189.54%179.01%10.53%0.73%0.680.650.03Analyze
Watchlist
IYYiShares Dow Jones U.S. ETFTotal market06/12/200030,3271.86%149.84%136.10%13.74%0.72%0.450.46-0.01Analyze
Watchlist
IWBiShares Russell 1000 ETFLarge and mid cap05/15/2000881,0391.90%156.40%145.24%11.16%0.58%0.470.450.02Analyze
Watchlist
SPLGSPDR Portfolio Large Cap ETFLarge and mid cap11/08/2005718,7441.99%179.73%172.69%7.04%0.51%0.630.67-0.04Analyze
Watchlist
ITOTiShares Core S&P Total U.S. Stock Market ETFTotal market01/20/20041,520,4701.98%126.01%118.26%7.75%0.50%1.191.170.02Analyze
Watchlist
SCHBU.S Broad Market ETFTotal market11/03/20091,226,5391.44%216.80%212.10%4.70%0.48%1.051.07-0.02Analyze
Watchlist
SCHXSchwab U.S. Large-Cap ETFLarge cap11/03/20091,116,4241.46%215.48%212.10%3.38%0.35%1.071.07-0.00Analyze
Watchlist
MGCVanguard Mega Cap 300 ETFMega cap12/17/200763,2541.47%124.51%121.75%2.76%0.24%0.600.600.01Analyze
Watchlist
VIOOVanguard S&P Small-Cap 600 ETFSmall cap09/07/201055,6101.19%194.42%193.02%1.40%0.16%0.871.19-0.32Analyze
Watchlist
SCHASchwab U.S. Small-Cap ETFSmall cap11/03/2009399,0431.09%213.49%212.10%1.39%0.14%0.821.07-0.25Analyze
Watchlist
IVViShares Core S&P 500 Index Fund ETFLarge cap05/15/20003,521,3882.04%147.94%145.24%2.70%0.14%0.470.450.02Analyze
Watchlist
VTWGVanguard Russell 2000 Growth ETFSmall cap09/20/20109,3150.65%187.22%186.03%1.19%0.13%0.801.19-0.39Analyze
Watchlist
VONEVanguard Russell 1000 ETFLarge and mid cap09/20/201096,6601.77%186.68%186.03%0.65%0.07%1.121.19-0.07Analyze
Watchlist
VOOVanguard S&P 500 ETFLarge cap09/07/20102,734,6081.49%193.66%193.02%0.64%0.07%1.171.19-0.02Analyze
Watchlist
PRFFTSE RAFI US 1000 Portfolio ETFLarge and mid cap12/19/2005132,4941.11%167.84%167.34%0.50%0.04%0.580.65-0.08Analyze
Watchlist
CZAInvesco Mid-Cap Core ETFMid cap04/02/200713,5651.06%195.77%0.00%0.00%0.00%0.670.610.06Analyze
Watchlist
FVDFirst Trust VL Dividend ETFMulti-cap08/19/2003786,8452.11%206.06%0.00%0.00%0.00%0.830.720.11Analyze
Watchlist
DEFInvesco Defensive Equity ETFLarge cap12/15/200624,6591.17%140.61%0.00%0.00%0.00%0.700.610.10Analyze
Watchlist
HDViShares Core High Dividend ETFMulti-cap03/29/2011360,8453.26%127.05%0.00%0.00%0.00%1.141.020.11Analyze
Watchlist
FPXFirst Trust US Equity Opportunities ETFLarge and mid cap04/12/200681,6180.55%303.94%0.00%0.00%0.00%0.710.640.07Analyze
Watchlist
DIASPDR Dow Jones Industrial Average ETFLarge cap01/13/19983,176,7792.03%311.32%0.00%0.00%0.00%0.610.540.07Analyze
Watchlist
EQWLInvesco Russell Top 200 Equal Weight Portfolio ETFMega cap12/01/20068341.54%152.09%0.00%0.00%0.00%0.640.610.04Analyze
Watchlist
TOTAL85

2019 © Stock Market MBA, Inc. Terms of use | Privacy policy