US Broad Market Equity ETFs That Have Outperformed SPY Since Inception

Criteria: 1. At least an eight year history. 2. Non-leveraged. 3. Total return or Sharpe Ratio > SPY

76 ETFs.

These results do not factor in re-invested dividends nor the effect of income taxes.

SymbolDescriptionCategoryInception DateCurrent 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 cap05/22/20001.80%479.87%172.48%307.39%15.26%0.580.460.12Analyze
ONEQFidelity Nasdaq Composite ETFMulti-cap09/25/20031.64%489.97%263.30%226.67%13.49%0.740.700.04Analyze
IWYiShares Russell Top 200 Growth ETFMega cap09/22/20090.86%374.67%235.35%139.32%12.89%1.170.980.19Analyze
JKHiShares Morningstar Mid-Cap Growth ETFMid cap06/28/20040.25%427.64%227.37%200.27%12.48%0.700.650.04Analyze
FPXFirst Trust US Equity Opportunities ETFLarge and mid cap04/12/20060.67%353.31%183.95%169.36%11.88%0.690.620.06Analyze
QQQInvesco QQQ ETFLarge cap03/10/19990.64%427.51%192.47%235.04%11.01%0.460.49-0.03Analyze
VONGVanguard Russell 1000 Growth ETFLarge and mid cap09/20/20100.95%320.12%212.41%107.71%10.98%1.201.060.14Analyze
QQQEDirexion NASDAQ-100 Equal Weighted Index Shares ETFLarge cap03/21/20120.65%240.01%149.98%90.03%10.83%1.101.000.10Analyze
QQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund ETFLarge cap04/19/20060.50%331.56%178.18%153.38%10.77%0.660.620.04Analyze
MDYSPDR S&P Midcap 400 ETF Mid cap05/04/19951.59%901.81%633.02%268.79%10.67%0.650.68-0.03Analyze
IJTiShares S&P SmallCap 600 Growth ETFSmall cap07/24/20001.00%369.07%164.40%204.67%10.25%0.520.460.06Analyze
SCHGSchwab U.S. Large-Cap Growth ETFLarge cap12/11/20090.69%318.43%214.08%104.35%9.86%1.030.940.09Analyze
IJJiShares S&P Mid-Cap 400 Value ETFMid cap07/24/20002.49%352.42%164.40%188.02%9.41%0.550.460.08Analyze
MGKVanguard Mega Cap 300 Growth ETFMega cap12/17/20070.78%258.07%144.13%113.94%9.06%0.760.590.17Analyze
VOOGVanguard S&P 500 Growth ETFLarge cap09/07/20101.13%307.05%220.00%87.05%8.84%1.231.060.18Analyze
IJHiShares Core S&P Mid-Cap ETFMid cap05/22/20001.84%348.38%172.48%175.90%8.73%0.540.460.09Analyze
IWPiShares Russell Mid-Cap Growth ETFMid cap07/17/20010.53%365.69%205.22%160.47%8.45%0.560.550.01Analyze
RPGInvesco S&P 500 Pure Growth ETFLarge cap03/01/20060.81%305.87%186.00%119.87%8.34%0.660.630.03Analyze
IJSiShares S&P SmallCap 600 Value ETFSmall cap07/24/20002.32%327.47%164.40%163.07%8.16%0.490.460.03Analyze
IWRiShares Russell Midcap Index Fund ETFMid cap07/17/20011.69%362.08%208.42%153.66%8.09%0.600.540.06Analyze
VUGVanguard Growth ETFLarge cap01/26/20040.81%354.87%226.35%128.52%7.81%0.740.660.08Analyze
VBKVanguard Small-Cap Growth ETFSmall cap01/26/20040.51%335.35%226.35%109.00%6.62%0.580.66-0.08Analyze
VXFVanguard Extended Market ETFSmall and mid cap12/27/20011.34%336.48%217.52%118.96%6.41%0.570.58-0.02Analyze
JKEiShares Morningstar Large Growth Index Fund ETFLarge cap06/28/20040.43%329.77%227.37%102.40%6.38%0.700.650.05Analyze
QQXTNASDAQ 100 Ex-Technology ETFLarge cap02/08/20070.35%229.94%149.47%80.47%5.99%0.600.590.02Analyze
IJKiShares S&P Mid-Cap 400 Growth ETFMid cap07/24/20001.03%280.85%164.40%116.45%5.83%0.480.460.02Analyze
PWBInvesco Dynamic Large Cap Growth ETFLarge cap03/03/20050.34%293.20%203.70%89.50%5.83%0.690.640.04Analyze
SPMDSPDR Portfolio Mid Cap ETFMid cap11/08/20051.90%279.03%196.92%82.11%5.59%0.750.650.10Analyze
MDYGSPDR S&P 400 Mid Cap Growth ETFMid cap11/08/20051.15%272.03%196.92%75.11%5.12%0.630.65-0.03Analyze
IWNiShares Russell 2000 Value ETFSmall cap07/24/20002.46%261.61%164.40%97.21%4.87%0.460.460.00Analyze
VOTVanguard Mid-Cap Growth ETFMid cap08/17/20060.79%247.28%181.12%66.16%4.76%0.600.64-0.04Analyze
JKKiShares Morningstar Small-Cap Growth ETFSmall cap06/28/20040.27%300.31%229.29%71.02%4.43%0.550.65-0.10Analyze
IWMiShares Russell 2000 ETFSmall cap05/22/20001.46%259.76%172.48%87.28%4.33%0.450.46-0.01Analyze
RSPInvesco S&P 500 Equal Weight ETFLarge cap04/24/20032.14%363.36%304.37%58.99%3.42%0.660.72-0.07Analyze
VOVanguard Mid-Cap ETFMid cap01/26/20041.77%281.75%226.35%55.40%3.36%0.600.66-0.06Analyze
IWSiShares Russell Mid-Cap Value ETFMid cap07/17/20012.65%280.96%217.68%63.28%3.33%0.540.540.00Analyze
FTCSFirst Trust Capital Strength ETFLarge cap07/06/20061.24%232.94%186.42%46.52%3.32%0.650.640.02Analyze
IUSGiShares Core S&P U.S. Growth ETFLarge and mid cap07/24/20001.38%219.90%164.40%55.50%2.78%0.480.460.02Analyze
PDPInvesco DWA Momentum Portfolio ETFLarge and mid cap03/01/20070.30%194.93%158.74%36.19%2.71%0.570.60-0.04Analyze
FTCFirst Trust Large Cap Growth Opportunities AlphaDEX Fund ETFLarge cap05/08/20070.77%174.41%140.62%33.79%2.56%0.570.58-0.01Analyze
MOATMarket Vectors Morningstar Wide Moat ETFMulti-cap04/24/20120.00%172.47%151.81%20.66%2.51%0.910.98-0.07Analyze
FADFirst Trust Multi Cap Growth AlphaDEX ETFMulti-cap05/08/20070.60%172.67%142.68%29.99%2.27%0.520.58-0.06Analyze
SPTMSPDR Portfolio Total Stock Market ETFTotal market10/04/20001.92%211.58%174.89%36.69%1.86%0.520.470.05Analyze
VTIVanguard Total Stock Market ETFTotal market05/24/20011.82%238.96%207.41%31.55%1.65%0.570.530.03Analyze
JKDiShares Morningstar Large Core Index Fund ETFLarge cap06/28/20041.69%252.74%227.37%25.37%1.58%0.700.650.05Analyze
RFGInvesco S&P MidCap 400 Pure Growth ETFMid cap03/01/20060.48%207.48%186.00%21.48%1.49%0.510.63-0.12Analyze
JKGiShares Morningstar Mid Core Index Fund ETFMid cap06/28/20041.44%251.28%227.37%23.91%1.49%0.570.65-0.08Analyze
IWOiShares Russell 2000 Growth ETFSmall cap07/24/20000.73%193.41%164.40%29.01%1.45%0.370.46-0.09Analyze
DIASPDR Dow Jones Industrial Average ETFLarge cap01/13/19982.33%315.78%287.51%28.27%1.26%0.580.540.04Analyze
VVVanguard Large-Cap ETFLarge cap01/27/20041.77%245.82%226.35%19.47%1.18%0.670.660.01Analyze
IVWS&P 500 Growth ETFLarge cap05/22/20001.29%193.26%172.48%20.78%1.03%0.480.460.02Analyze
CZAInvesco Mid-Cap Core ETFMid cap04/02/20071.78%164.06%152.63%11.43%0.86%0.530.60-0.07Analyze
VBVanguard Small-Cap ETFSmall cap01/26/20041.48%240.27%226.35%13.92%0.85%0.520.66-0.14Analyze
MGCVanguard Mega Cap 300 ETFMega cap12/17/20071.74%152.18%141.81%10.37%0.82%0.620.590.03Analyze
SLYS&P Smallcap 600 ETFSmall cap11/08/20051.77%207.79%196.92%10.87%0.74%0.530.65-0.13Analyze
IWViShares Russell 3000 ETFTotal market05/22/20001.62%186.86%172.48%14.38%0.71%0.470.460.02Analyze
SCHXSchwab U.S. Large-Cap ETFLarge cap11/03/20091.90%247.95%240.70%7.25%0.68%0.980.980.00Analyze
IYYiShares Dow Jones U.S. ETFTotal market06/12/20001.74%169.72%156.52%13.20%0.66%0.450.47-0.01Analyze
IWLiShares Russell Top 200 Index Fund ETFMega cap09/22/20091.76%242.44%235.35%7.09%0.66%1.000.980.02Analyze
VIGVanguard Dividend Appreciation ETFMulti-cap04/21/20061.88%187.46%178.18%9.28%0.65%0.730.620.11Analyze
IWBiShares Russell 1000 ETFLarge and mid cap05/15/20001.66%179.47%166.44%13.03%0.65%0.480.460.02Analyze
PKWInvesco Buyback Achievers ETFMulti-cap12/20/20061.97%163.85%155.77%8.08%0.60%0.560.60-0.04Analyze
SPLGSPDR Portfolio Large Cap ETFLarge and mid cap11/08/20051.91%203.90%196.92%6.98%0.48%0.620.65-0.04Analyze
ITOTiShares Core S&P Total U.S. Stock Market ETFTotal market01/20/20041.86%143.80%138.73%5.07%0.31%0.991.00-0.01Analyze
SCHBU.S Broad Market ETFTotal market11/03/20091.92%243.82%240.70%3.12%0.29%0.940.98-0.03Analyze
VOOVanguard S&P 500 ETFLarge cap09/07/20101.85%222.23%220.00%2.23%0.23%1.041.06-0.02Analyze
IWFiShares Russell 1000 Growth ETFLarge and mid cap05/22/20000.83%176.79%172.48%4.31%0.21%0.430.46-0.03Analyze
EQWLInvesco Russell Top 200 Equal Weight Portfolio ETFMega cap12/01/20062.51%162.53%159.84%2.69%0.20%0.600.600.00Analyze
VONEVanguard Russell 1000 ETFLarge and mid cap09/20/20101.78%213.87%212.41%1.46%0.15%0.991.06-0.07Analyze
EZMWisdomTree MidCap Earnings Fund ETFMid cap02/23/20072.06%151.97%150.21%1.76%0.13%0.460.59-0.13Analyze
IVViShares Core S&P 500 Index Fund ETFLarge cap05/15/20002.00%169.03%166.44%2.59%0.13%0.470.460.01Analyze
XLGInvesco S&P 500 Top 50 ETFMega cap05/04/20051.47%213.72%215.33%-1.61%-0.11%0.690.660.03Analyze
DEFInvesco Defensive Equity ETFLarge cap12/15/20061.24%143.27%155.97%-12.70%-0.94%0.630.600.03Analyze
USMViShares MSCI U.S. Minimum Volatility ETFLarge cap10/18/20112.12%171.68%189.23%-17.55%-2.01%1.231.110.11Analyze
SPLVS&P 500 Low Volatility Portfolio ETFLarge cap05/05/20112.63%138.37%164.30%-25.93%-2.82%1.000.900.10Analyze
FVDFirst Trust VL Dividend ETFMulti-cap08/19/20032.80%190.37%270.74%-80.37%-4.75%0.720.700.02Analyze
TOTAL76

2020 © Stock Market MBA, Inc. Terms of use | Privacy policy