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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF | Small cap | 05/22/2000 | 1.57% | 548.81% | 197.74% | 351.07% | 17.19% | 0.61 | 0.49 | 0.12 | Analyze |
| ONEQ | Fidelity Nasdaq Composite ETF | Multi-cap | 09/25/2003 | 1.44% | 561.53% | 297.44% | 264.09% | 15.46% | 0.77 | 0.73 | 0.04 | Analyze |
| FPX | First Trust US Equity Opportunities ETF | Large and mid cap | 04/12/2006 | 0.42% | 433.07% | 211.03% | 222.04% | 15.28% | 0.74 | 0.66 | 0.08 | Analyze |
| JKH | iShares Morningstar Mid-Cap Growth ETF | Mid cap | 06/28/2004 | 0.21% | 504.19% | 258.24% | 245.95% | 15.07% | 0.73 | 0.69 | 0.05 | Analyze |
| IWY | iShares Russell Top 200 Growth ETF | Mega cap | 09/22/2009 | 0.76% | 434.87% | 268.12% | 166.75% | 15.04% | 1.19 | 1.02 | 0.17 | Analyze |
| VONG | Vanguard Russell 1000 Growth ETF | Large and mid cap | 09/20/2010 | 0.76% | 374.36% | 243.14% | 131.22% | 13.00% | 1.25 | 1.10 | 0.15 | Analyze |
| QQQ | Invesco QQQ ETF | Large cap | 03/10/1999 | 0.57% | 490.74% | 219.45% | 271.29% | 12.54% | 0.48 | 0.52 | -0.04 | Analyze |
| MDY | SPDR S&P Midcap 400 ETF | Mid cap | 05/04/1995 | 1.29% | 1,019.18% | 699.71% | 319.47% | 12.54% | 0.68 | 0.70 | -0.02 | Analyze |
| SCHG | Schwab U.S. Large-Cap Growth ETF | Large cap | 12/11/2009 | 0.58% | 377.34% | 244.83% | 132.51% | 12.20% | 1.08 | 0.98 | 0.10 | Analyze |
| QQEW | First Trust NASDAQ-100 Equal Weighted Index Fund ETF | Large cap | 04/19/2006 | 0.40% | 376.08% | 204.71% | 171.37% | 11.81% | 0.69 | 0.66 | 0.03 | Analyze |
| IJT | iShares S&P SmallCap 600 Growth ETF | Small cap | 07/24/2000 | 0.84% | 426.64% | 188.92% | 237.72% | 11.74% | 0.55 | 0.49 | 0.06 | Analyze |
| QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares ETF | Large cap | 03/21/2012 | 0.57% | 274.69% | 174.83% | 99.86% | 11.63% | 1.15 | 1.05 | 0.10 | Analyze |
| MGK | Vanguard Mega Cap 300 Growth ETF | Mega cap | 12/17/2007 | 0.64% | 304.73% | 167.65% | 137.08% | 10.67% | 0.80 | 0.63 | 0.17 | Analyze |
| VOOG | Vanguard S&P 500 Growth ETF | Large cap | 09/07/2010 | 0.92% | 355.70% | 251.41% | 104.29% | 10.30% | 1.27 | 1.10 | 0.16 | Analyze |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | Mid cap | 07/24/2000 | 2.20% | 397.05% | 188.92% | 208.13% | 10.28% | 0.57 | 0.49 | 0.08 | Analyze |
| IWP | iShares Russell Mid-Cap Growth ETF | Mid cap | 07/17/2001 | 0.48% | 430.02% | 233.64% | 196.38% | 10.19% | 0.59 | 0.58 | 0.02 | Analyze |
| IJH | iShares Core S&P Mid-Cap ETF | Mid cap | 05/22/2000 | 1.60% | 401.24% | 197.74% | 203.50% | 9.96% | 0.58 | 0.49 | 0.09 | Analyze |
| RPG | Invesco S&P 500 Pure Growth ETF | Large cap | 03/01/2006 | 0.58% | 356.25% | 213.23% | 143.02% | 9.76% | 0.70 | 0.67 | 0.04 | Analyze |
| IWR | iShares Russell Midcap Index Fund ETF | Mid cap | 07/17/2001 | 1.49% | 416.72% | 237.14% | 179.58% | 9.32% | 0.64 | 0.57 | 0.06 | Analyze |
| VUG | Vanguard Growth ETF | Large cap | 01/26/2004 | 0.73% | 412.57% | 257.06% | 155.51% | 9.29% | 0.77 | 0.69 | 0.08 | Analyze |
| IJS | iShares S&P SmallCap 600 Value ETF | Small cap | 07/24/2000 | 1.98% | 375.98% | 188.92% | 187.06% | 9.24% | 0.52 | 0.49 | 0.03 | Analyze |
| VBK | Vanguard Small-Cap Growth ETF | Small cap | 01/26/2004 | 0.49% | 395.34% | 257.06% | 138.28% | 8.26% | 0.61 | 0.69 | -0.08 | Analyze |
| VXF | Vanguard Extended Market ETF | Small and mid cap | 12/27/2001 | 1.16% | 402.38% | 247.15% | 155.23% | 8.24% | 0.60 | 0.61 | -0.01 | Analyze |
| JKE | iShares Morningstar Large Growth Index Fund ETF | Large cap | 06/28/2004 | 0.37% | 382.74% | 258.24% | 124.50% | 7.63% | 0.73 | 0.69 | 0.04 | Analyze |
| PWB | Invesco Dynamic Large Cap Growth ETF | Large cap | 03/03/2005 | 0.26% | 345.87% | 232.45% | 113.42% | 7.25% | 0.73 | 0.68 | 0.05 | Analyze |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | Mid cap | 07/24/2000 | 0.85% | 332.38% | 188.92% | 143.46% | 7.08% | 0.51 | 0.49 | 0.02 | Analyze |
| CAPE | Barclays Shiller CAPE Index ETN | Large cap | 10/10/2012 | 0.00% | 221.21% | 167.77% | 53.44% | 6.65% | 1.13 | 1.05 | 0.08 | Analyze |
| QQXT | NASDAQ 100 Ex-Technology ETF | Large cap | 02/08/2007 | 0.28% | 262.63% | 173.38% | 89.25% | 6.51% | 0.64 | 0.63 | 0.01 | Analyze |
| JKK | iShares Morningstar Small-Cap Growth ETF | Small cap | 06/28/2004 | 0.18% | 366.53% | 260.35% | 106.18% | 6.50% | 0.60 | 0.69 | -0.09 | Analyze |
| MDYG | SPDR S&P 400 Mid Cap Growth ETF | Mid cap | 11/08/2005 | 0.82% | 315.51% | 225.14% | 90.37% | 6.04% | 0.67 | 0.69 | -0.02 | Analyze |
| VOT | Vanguard Mid-Cap Growth ETF | Mid cap | 08/17/2006 | 0.69% | 291.32% | 207.97% | 83.35% | 5.88% | 0.64 | 0.68 | -0.03 | Analyze |
| IWN | iShares Russell 2000 Value ETF | Small cap | 07/24/2000 | 2.09% | 304.65% | 188.92% | 115.73% | 5.71% | 0.49 | 0.49 | 0.00 | Analyze |
| IWM | iShares Russell 2000 ETF | Small cap | 05/22/2000 | 1.26% | 307.94% | 197.74% | 110.20% | 5.39% | 0.15 | 0.49 | -0.34 | Analyze |
| SPMD | SPDR Portfolio Mid Cap ETF | Mid cap | 11/08/2005 | 1.52% | 304.66% | 225.14% | 79.52% | 5.32% | 0.79 | 0.69 | 0.10 | Analyze |
| PDP | Invesco DWA Momentum Portfolio ETF | Large and mid cap | 03/01/2007 | 0.17% | 245.77% | 183.54% | 62.23% | 4.56% | 0.63 | 0.64 | -0.01 | Analyze |
| VO | Vanguard Mid-Cap ETF | Mid cap | 01/26/2004 | 1.64% | 325.20% | 257.06% | 68.14% | 4.07% | 0.64 | 0.69 | -0.05 | Analyze |
| RFG | Invesco S&P MidCap 400 Pure Growth ETF | Mid cap | 03/01/2006 | 0.31% | 272.51% | 213.23% | 59.28% | 4.05% | 0.57 | 0.67 | -0.10 | Analyze |
| RSP | Invesco S&P 500 Equal Weight ETF | Large cap | 04/24/2003 | 1.87% | 411.19% | 342.29% | 68.90% | 3.94% | 0.69 | 0.75 | -0.06 | Analyze |
| IWS | iShares Russell Mid-Cap Value ETF | Mid cap | 07/17/2001 | 2.25% | 320.53% | 247.27% | 73.26% | 3.80% | 0.58 | 0.57 | 0.00 | Analyze |
| FAD | First Trust Multi Cap Growth AlphaDEX ETF | Multi-cap | 05/08/2007 | 0.48% | 215.82% | 165.98% | 49.84% | 3.70% | 0.57 | 0.62 | -0.05 | Analyze |
| FTCS | First Trust Capital Strength ETF | Large cap | 07/06/2006 | 0.96% | 261.03% | 213.77% | 47.26% | 3.30% | 0.68 | 0.68 | 0.01 | Analyze |
| IUSG | iShares Core S&P U.S. Growth ETF | Large and mid cap | 07/24/2000 | 1.21% | 255.05% | 188.92% | 66.13% | 3.26% | 0.51 | 0.49 | 0.02 | Analyze |
| FTC | First Trust Large Cap Growth Opportunities AlphaDEX Fund ETF | Large cap | 05/08/2007 | 0.57% | 207.19% | 163.72% | 43.47% | 3.23% | 0.61 | 0.62 | -0.01 | Analyze |
| IWO | iShares Russell 2000 Growth ETF | Small cap | 07/24/2000 | 0.61% | 236.86% | 188.92% | 47.94% | 2.37% | 0.40 | 0.49 | -0.08 | Analyze |
| JKG | iShares Morningstar Mid Core Index Fund ETF | Mid cap | 06/28/2004 | 1.24% | 295.30% | 258.24% | 37.06% | 2.27% | 0.61 | 0.69 | -0.07 | Analyze |
| JKD | iShares Morningstar Large Core Index Fund ETF | Large cap | 06/28/2004 | 1.42% | 294.02% | 258.24% | 35.78% | 2.19% | 0.74 | 0.69 | 0.05 | Analyze |
| MOAT | Market Vectors Morningstar Wide Moat ETF | Multi-cap | 04/24/2012 | 0.00% | 195.00% | 176.85% | 18.15% | 2.14% | 0.06 | 1.03 | -0.97 | Analyze |
| SPTM | SPDR Portfolio Total Stock Market ETF | Total market | 10/04/2000 | 1.69% | 241.28% | 200.41% | 40.87% | 2.04% | 0.55 | 0.50 | 0.05 | Analyze |
| VTI | Vanguard Total Stock Market ETF | Total market | 05/24/2001 | 1.62% | 273.62% | 236.01% | 37.61% | 1.94% | 0.60 | 0.56 | 0.03 | Analyze |
| VB | Vanguard Small-Cap ETF | Small cap | 01/26/2004 | 1.34% | 283.92% | 257.06% | 26.86% | 1.60% | 0.56 | 0.69 | -0.13 | Analyze |
| CZA | Invesco Mid-Cap Core ETF | Mid cap | 04/02/2007 | 1.54% | 197.28% | 176.88% | 20.40% | 1.50% | 0.58 | 0.64 | -0.06 | Analyze |
| VV | Vanguard Large-Cap ETF | Large cap | 01/27/2004 | 1.63% | 280.91% | 257.06% | 23.85% | 1.42% | 0.70 | 0.69 | 0.01 | Analyze |
| DIA | SPDR Dow Jones Industrial Average ETF | Large cap | 01/13/1998 | 2.05% | 351.98% | 323.12% | 28.86% | 1.27% | 0.60 | 0.56 | 0.04 | Analyze |
| VIG | Vanguard Dividend Appreciation ETF | Multi-cap | 04/21/2006 | 1.66% | 219.89% | 204.71% | 15.18% | 1.05% | 0.79 | 0.66 | 0.13 | Analyze |
| EZM | WisdomTree MidCap Earnings Fund ETF | Mid cap | 02/23/2007 | 1.62% | 187.87% | 174.19% | 13.68% | 1.00% | 0.51 | 0.63 | -0.11 | Analyze |
| MGC | Vanguard Mega Cap 300 ETF | Mega cap | 12/17/2007 | 1.49% | 177.48% | 165.16% | 12.32% | 0.96% | 0.66 | 0.63 | 0.03 | Analyze |
| SCHX | Schwab U.S. Large-Cap ETF | Large cap | 11/03/2009 | 1.90% | 284.49% | 274.00% | 10.49% | 0.96% | 1.02 | 1.02 | 0.01 | Analyze |
| IWV | iShares Russell 3000 ETF | Total market | 05/22/2000 | 1.45% | 216.61% | 197.74% | 18.87% | 0.92% | 0.51 | 0.49 | 0.02 | Analyze |
| SLY | S&P Smallcap 600 ETF | Small cap | 11/08/2005 | 1.31% | 238.30% | 225.14% | 13.16% | 0.88% | 0.56 | 0.69 | -0.13 | Analyze |
| IYY | iShares Dow Jones U.S. ETF | Total market | 06/12/2000 | 1.57% | 197.46% | 180.29% | 17.17% | 0.84% | 0.49 | 0.49 | -0.01 | Analyze |
| IWL | iShares Russell Top 200 ETF | Mega cap | 09/22/2009 | 1.56% | 277.37% | 268.12% | 9.25% | 0.83% | 0.14 | 1.02 | -0.88 | Analyze |
| IWB | iShares Russell 1000 ETF | Large and mid cap | 05/15/2000 | 1.51% | 207.37% | 191.13% | 16.24% | 0.79% | 0.51 | 0.49 | 0.02 | Analyze |
| IWF | iShares Russell 1000 Growth ETF | Large and mid cap | 05/22/2000 | 0.74% | 211.62% | 197.74% | 13.88% | 0.68% | 0.46 | 0.49 | -0.03 | Analyze |
| SCHB | U.S Broad Market ETF | Total market | 11/03/2009 | 1.90% | 280.56% | 274.00% | 6.56% | 0.60% | 0.99 | 1.02 | -0.03 | Analyze |
| VTWG | Vanguard Russell 2000 Growth ETF | Small cap | 09/20/2010 | 0.56% | 248.77% | 243.14% | 5.63% | 0.56% | 0.77 | 1.10 | -0.33 | Analyze |
| SPLG | SPDR Portfolio Large Cap ETF | Large and mid cap | 11/08/2005 | 1.68% | 233.00% | 225.14% | 7.86% | 0.53% | 0.65 | 0.69 | -0.04 | Analyze |
| PKW | Invesco Buyback Achievers ETF | Multi-cap | 12/20/2006 | 1.76% | 186.39% | 180.29% | 6.10% | 0.44% | 0.59 | 0.64 | -0.04 | Analyze |
| EES | WisdomTree SmallCap Earnings Fund ETF | Small cap | 02/23/2007 | 1.46% | 180.04% | 174.19% | 5.85% | 0.43% | 0.51 | 0.63 | -0.12 | Analyze |
| VONE | Vanguard Russell 1000 ETF | Large and mid cap | 09/20/2010 | 1.50% | 247.45% | 243.14% | 4.31% | 0.43% | 1.04 | 1.10 | -0.06 | Analyze |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | Total market | 01/20/2004 | 1.68% | 169.72% | 162.57% | 7.15% | 0.43% | 1.05 | 1.05 | -0.00 | Analyze |
| VOO | Vanguard S&P 500 ETF | Large cap | 09/07/2010 | 1.68% | 253.87% | 251.41% | 2.46% | 0.24% | 1.08 | 1.10 | -0.02 | Analyze |
| IVV | iShares Core S&P 500 Index Fund ETF | Large cap | 05/15/2000 | 1.82% | 193.90% | 191.13% | 2.77% | 0.14% | 0.50 | 0.49 | 0.01 | Analyze |
| EQWL | Invesco Russell Top 200 Equal Weight Portfolio ETF | Mega cap | 12/01/2006 | 2.26% | 185.61% | 184.69% | 0.92% | 0.07% | 0.64 | 0.64 | 0.00 | Analyze |
| RWJ | Oppenheimer Small Cap Revenue ETF | Small cap | 02/22/2008 | 1.40% | 192.49% | 191.77% | 0.72% | 0.06% | 0.48 | 0.68 | -0.20 | Analyze |
| XLG | Invesco S&P 500 Top 50 ETF | Mega cap | 05/04/2005 | 1.31% | 242.66% | 245.22% | -2.56% | -0.17% | 0.72 | 0.70 | 0.02 | Analyze |
| DEF | Invesco Defensive Equity ETF | Large cap | 12/15/2006 | 1.13% | 163.07% | 180.45% | -17.38% | -1.25% | 0.67 | 0.64 | 0.03 | Analyze |
| FVD | First Trust VL Dividend ETF | Multi-cap | 08/19/2003 | 2.44% | 208.15% | 305.54% | -97.39% | -5.67% | 0.75 | 0.73 | 0.02 | Analyze |
| TOTAL | 77 |
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