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 | 2,483,402 | 1.46% | 545.03% | 150.80% | 394.23% | 20.55% | 0.66 | 0.45 | 0.20 | Analyze Watchlist |
| MDY | SPDR S&P Midcap 400 ETF | Mid cap | 05/04/1995 | 907,213 | 1.30% | 963.27% | 575.74% | 387.53% | 15.99% | 0.71 | 0.69 | 0.02 | Analyze Watchlist |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | Mid cap | 07/24/2000 | 113,470 | 1.71% | 417.42% | 143.33% | 274.09% | 14.42% | 0.65 | 0.45 | 0.19 | Analyze Watchlist |
| IJS | iShares S&P SmallCap 600 Value ETF | Small cap | 07/24/2000 | 123,582 | 1.59% | 404.46% | 143.33% | 261.13% | 13.74% | 0.58 | 0.45 | 0.13 | Analyze Watchlist |
| IJT | iShares S&P SmallCap 600 Growth ETF | Small cap | 07/24/2000 | 98,665 | 0.89% | 393.12% | 143.33% | 249.79% | 13.14% | 0.57 | 0.45 | 0.12 | Analyze Watchlist |
| IJH | iShares Core S&P Mid-Cap ETF | Mid cap | 05/22/2000 | 868,539 | 1.51% | 376.07% | 150.80% | 225.27% | 11.74% | 0.61 | 0.45 | 0.16 | Analyze Watchlist |
| IWN | iShares Russell 2000 Value ETF | Small cap | 07/24/2000 | 743,316 | 1.84% | 328.72% | 143.33% | 185.39% | 9.75% | 0.56 | 0.45 | 0.10 | Analyze Watchlist |
| JKH | iShares Morningstar Mid-Cap Growth ETF | Mid cap | 06/28/2004 | 12,099 | 0.24% | 336.31% | 200.86% | 135.45% | 8.98% | 0.68 | 0.67 | 0.02 | Analyze Watchlist |
| PXMG | Invesco Russell Midcap Pure Growth Portfolio ETF | Mid cap | 03/03/2005 | 208,401 | 0.15% | 303.04% | 179.01% | 124.03% | 8.61% | 0.66 | 0.65 | 0.01 | Analyze Watchlist |
| SPMD | SPDR Portfolio Mid Cap ETF | Small and mid cap | 11/08/2005 | 361,488 | 0.91% | 289.87% | 172.69% | 117.18% | 8.55% | 0.85 | 0.67 | 0.18 | Analyze Watchlist |
| ONEQ | Fidelity Nasdaq Composite ETF | Multi-cap | 09/25/2003 | 47,258 | 1.06% | 352.43% | 233.99% | 118.44% | 7.48% | 0.69 | 0.72 | -0.03 | Analyze Watchlist |
| VXF | Vanguard Extended Market ETF | Small and mid cap | 12/27/2001 | 332,778 | 1.34% | 321.60% | 192.08% | 129.52% | 7.37% | 0.60 | 0.59 | 0.01 | Analyze Watchlist |
| RPG | Invesco S&P 500 Pure Growth ETF | Large cap | 03/01/2006 | 87,883 | 0.41% | 260.17% | 162.62% | 97.55% | 7.28% | 0.68 | 0.64 | 0.04 | Analyze Watchlist |
| IWS | iShares Russell Mid-Cap Value ETF | Mid cap | 07/17/2001 | 545,444 | 2.15% | 320.90% | 192.28% | 128.62% | 7.13% | 0.64 | 0.55 | 0.09 | Analyze Watchlist |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | Mid cap | 07/24/2000 | 62,593 | 1.07% | 278.31% | 143.33% | 134.98% | 7.10% | 0.51 | 0.45 | 0.05 | Analyze Watchlist |
| IWP | iShares Russell Mid-Cap Growth ETF | Mid cap | 07/17/2001 | 471,467 | 0.77% | 308.65% | 180.81% | 127.84% | 7.09% | 0.56 | 0.55 | 0.00 | Analyze Watchlist |
| MDYG | SPDR S&P 400 Mid Cap Growth ETF | Mid cap | 11/08/2005 | 104,405 | 0.70% | 267.91% | 172.69% | 95.22% | 6.94% | 0.68 | 0.67 | 0.01 | Analyze Watchlist |
| IWM | iShares Russell 2000 ETF | Small cap | 05/22/2000 | 18,132,150 | 1.22% | 281.97% | 150.80% | 131.17% | 6.84% | 0.50 | 0.45 | 0.04 | Analyze Watchlist |
| QQEW | First Trust NASDAQ-100 Equal Weighted Index Fund ETF | Large cap | 04/19/2006 | 82,653 | 0.46% | 244.32% | 155.40% | 88.92% | 6.70% | 0.62 | 0.63 | -0.01 | Analyze Watchlist |
| VBK | Vanguard Small-Cap Growth ETF | Small cap | 01/26/2004 | 134,049 | 0.52% | 295.21% | 199.98% | 95.23% | 6.14% | 0.59 | 0.67 | -0.08 | Analyze Watchlist |
| RSP | Invesco S&P 500 Equal Weight ETF | Large cap | 04/24/2003 | 760,884 | 1.41% | 370.95% | 271.81% | 99.14% | 6.10% | 0.73 | 0.75 | -0.02 | Analyze Watchlist |
| IWY | iShares Russell Top 200 Growth ETF | Mega cap | 09/22/2009 | 62,938 | 1.16% | 266.74% | 207.20% | 59.54% | 6.05% | 1.14 | 1.07 | 0.07 | Analyze Watchlist |
| QQQ | Invesco QQQ ETF | Large cap | 03/10/1999 | 37,929,876 | 0.59% | 280.12% | 169.31% | 110.81% | 5.44% | 0.41 | 0.49 | -0.08 | Analyze Watchlist |
| VONG | Vanguard Russell 1000 Growth ETF | Large and mid cap | 09/20/2010 | 61,070 | 1.02% | 231.86% | 186.03% | 45.83% | 5.18% | 1.22 | 1.19 | 0.03 | Analyze Watchlist |
| VOOG | Vanguard S&P 500 Growth ETF | Large cap | 09/07/2010 | 79,619 | 0.93% | 237.37% | 193.02% | 44.35% | 4.99% | 1.30 | 1.19 | 0.11 | Analyze Watchlist |
| VO | Vanguard Mid-Cap ETF | Mid cap | 01/26/2004 | 334,184 | 1.21% | 274.14% | 199.98% | 74.16% | 4.78% | 0.65 | 0.67 | -0.02 | Analyze Watchlist |
| SLY | S&P Smallcap 600 ETF | Small cap | 11/08/2005 | 68,157 | 1.10% | 235.25% | 172.69% | 62.56% | 4.56% | 0.62 | 0.67 | -0.05 | Analyze Watchlist |
| PXLG | Invesco Russell Top 200 Pure Growth Portfolio ETF | Mega cap | 06/16/2011 | 65,577 | 0.50% | 190.81% | 153.89% | 36.92% | 4.55% | 1.12 | 1.03 | 0.10 | Analyze Watchlist |
| SCHG | Schwab U.S. Large-Cap Growth ETF | Large cap | 12/11/2009 | 552,975 | 0.88% | 229.22% | 187.68% | 41.54% | 4.32% | 1.01 | 1.02 | -0.02 | Analyze Watchlist |
| MGK | Vanguard Mega Cap 300 Growth ETF | Mega cap | 12/17/2007 | 153,853 | 0.47% | 173.14% | 123.92% | 49.22% | 4.24% | 0.68 | 0.60 | 0.08 | Analyze Watchlist |
| JKK | iShares Morningstar Small-Cap Growth ETF | Small cap | 06/28/2004 | 3,759 | 0.23% | 262.42% | 202.63% | 59.79% | 3.97% | 0.56 | 0.67 | -0.11 | Analyze Watchlist |
| PWB | Invesco Dynamic Large Cap Growth ETF | Large cap | 03/03/2005 | 74,611 | 0.53% | 234.91% | 179.01% | 55.90% | 3.88% | 0.66 | 0.65 | 0.01 | Analyze Watchlist |
| JKG | iShares Morningstar Mid Core Index Fund ETF | Mid cap | 06/28/2004 | 10,728 | 1.60% | 259.19% | 200.86% | 58.33% | 3.87% | 0.63 | 0.67 | -0.03 | Analyze Watchlist |
| NFO | Invesco Insider Sentiment ETF | Large and mid cap | 09/21/2006 | 777 | 0.86% | 201.94% | 153.60% | 48.34% | 3.76% | 0.59 | 0.64 | -0.06 | Analyze Watchlist |
| QQXT | NASDAQ 100 Ex-Technology ETF | Large cap | 02/08/2007 | 6,001 | 0.32% | 175.82% | 128.93% | 46.89% | 3.76% | 0.57 | 0.60 | -0.03 | Analyze Watchlist |
| VUG | Vanguard Growth ETF | Large cap | 01/26/2004 | 687,128 | 0.88% | 255.64% | 199.98% | 55.66% | 3.59% | 0.69 | 0.67 | 0.01 | Analyze Watchlist |
| VOT | Vanguard Mid-Cap Growth ETF | Mid cap | 08/17/2006 | 162,534 | 0.53% | 203.82% | 158.07% | 45.75% | 3.54% | 0.60 | 0.65 | -0.05 | Analyze Watchlist |
| VB | Vanguard Small-Cap ETF | Small cap | 01/26/2004 | 573,517 | 1.19% | 254.49% | 199.98% | 54.51% | 3.52% | 0.58 | 0.67 | -0.09 | Analyze Watchlist |
| VIOG | Vanguard S&P Small-Cap 600 Growth ETF | Small cap | 09/07/2010 | 8,835 | 0.63% | 222.39% | 193.02% | 29.37% | 3.31% | 0.95 | 1.19 | -0.24 | Analyze Watchlist |
| PKW | Invesco Buyback Achievers ETF | Multi-cap | 12/20/2006 | 247,138 | 0.84% | 176.19% | 134.72% | 41.47% | 3.29% | 0.66 | 0.61 | 0.05 | Analyze Watchlist |
| RFG | Invesco S&P MidCap 400 Pure Growth ETF | Mid cap | 03/01/2006 | 11,888 | 0.71% | 200.94% | 162.62% | 38.32% | 2.86% | 0.55 | 0.64 | -0.09 | Analyze Watchlist |
| RZG | Invesco S&P SmallCap 600 Pure Growth ETF | Small cap | 03/01/2006 | 6,711 | 0.41% | 195.18% | 162.62% | 32.56% | 2.43% | 0.51 | 0.64 | -0.13 | Analyze Watchlist |
| FAD | First Trust Multi Cap Growth AlphaDEX ETF | Multi-cap | 05/08/2007 | 9,353 | 0.23% | 151.10% | 122.67% | 28.43% | 2.33% | 0.53 | 0.59 | -0.05 | Analyze Watchlist |
| JKE | iShares Morningstar Large Growth Index Fund ETF | Large cap | 06/28/2004 | 16,884 | 0.59% | 235.20% | 200.86% | 34.34% | 2.28% | 0.64 | 0.67 | -0.02 | Analyze Watchlist |
| RWJ | Oppenheimer Small Cap Revenue ETF | Small cap | 02/22/2008 | 15,768 | 1.04% | 169.86% | 144.01% | 25.85% | 2.26% | 0.50 | 0.65 | -0.15 | Analyze Watchlist |
| SPTM | SPDR Portfolio Total Stock Market ETF | Total market | 10/04/2000 | 418,441 | 1.82% | 190.77% | 152.97% | 37.80% | 2.01% | 0.53 | 0.46 | 0.07 | Analyze Watchlist |
| IWD | iShares Russell 1000 Value ETF | Large and mid cap | 05/22/2000 | 1,327,962 | 2.38% | 187.30% | 150.80% | 36.50% | 1.90% | 0.53 | 0.45 | 0.07 | Analyze Watchlist |
| IWO | iShares Russell 2000 Growth ETF | Small cap | 07/24/2000 | 374,545 | 0.65% | 178.86% | 143.33% | 35.53% | 1.87% | 0.38 | 0.45 | -0.08 | Analyze Watchlist |
| VTI | Vanguard Total Stock Market ETF | Total market | 05/24/2001 | 2,472,439 | 1.86% | 213.63% | 182.85% | 30.78% | 1.69% | 0.57 | 0.53 | 0.04 | Analyze Watchlist |
| FTC | First Trust Large Cap Growth Opportunities AlphaDEX Fund ETF | Large cap | 05/08/2007 | 56,874 | 0.46% | 141.33% | 120.78% | 20.55% | 1.68% | 0.55 | 0.59 | -0.03 | Analyze Watchlist |
| JKD | iShares Morningstar Large Core Index Fund ETF | Large cap | 06/28/2004 | 6,784 | 2.54% | 225.21% | 200.86% | 24.35% | 1.62% | 0.72 | 0.67 | 0.05 | Analyze Watchlist |
| PDP | Invesco DWA Momentum Portfolio ETF | Large and mid cap | 03/01/2007 | 100,221 | 0.08% | 157.20% | 137.44% | 19.76% | 1.59% | 0.55 | 0.61 | -0.06 | Analyze Watchlist |
| IUSG | iShares Core S&P U.S. Growth ETF | Large and mid cap | 07/24/2000 | 468,131 | 1.35% | 172.71% | 143.33% | 29.38% | 1.55% | 0.45 | 0.45 | -0.00 | Analyze Watchlist |
| PRFZ | Invesco FTSE RAFI US 1500 Small-Mid Portfolio ETF | Small and mid cap | 09/20/2006 | 55,873 | 0.70% | 171.64% | 152.37% | 19.27% | 1.50% | 0.50 | 0.64 | -0.14 | Analyze Watchlist |
| PWC | Invesco XTF: Dynamic Market Portfolio ETF | Large and mid cap | 05/01/2003 | 2,303 | 0.52% | 295.99% | 271.81% | 24.18% | 1.49% | 0.69 | 0.75 | -0.06 | Analyze Watchlist |
| VIG | Vanguard Dividend Appreciation ETF | Multi-cap | 04/21/2006 | 854,395 | 1.80% | 174.45% | 155.40% | 19.05% | 1.44% | 0.77 | 0.63 | 0.13 | Analyze Watchlist |
| SPLV | S&P 500 Low Volatility Portfolio ETF | Large cap | 05/05/2011 | 2,953,314 | 1.65% | 152.05% | 141.90% | 10.15% | 1.23% | 1.37 | 1.01 | 0.36 | Analyze Watchlist |
| RWK | Oppenheimer Mid Cap Revenue ETF | Mid cap | 02/22/2008 | 12,582 | 0.80% | 157.85% | 144.01% | 13.84% | 1.21% | 0.53 | 0.65 | -0.12 | Analyze Watchlist |
| JKJ | iShares Morningstar Small Core Index Fund ETF | Small cap | 06/28/2004 | 3,119 | 1.40% | 219.11% | 200.86% | 18.25% | 1.21% | 0.53 | 0.67 | -0.14 | Analyze Watchlist |
| JKI | iShares Morningstar Mid Value ETF | Mid cap | 06/28/2004 | 15,925 | 2.48% | 216.08% | 200.86% | 15.22% | 1.01% | 0.61 | 0.67 | -0.06 | Analyze Watchlist |
| VBR | Vanguard Small-Cap Value ETF | Small cap | 01/26/2004 | 213,077 | 1.70% | 214.06% | 199.98% | 14.08% | 0.91% | 0.55 | 0.67 | -0.12 | Analyze Watchlist |
| VV | Vanguard Large-Cap ETF | Large cap | 01/27/2004 | 197,403 | 1.55% | 213.58% | 199.98% | 13.60% | 0.88% | 0.68 | 0.67 | 0.00 | Analyze Watchlist |
| IWV | iShares Russell 3000 ETF | Total market | 05/22/2000 | 182,875 | 1.85% | 166.56% | 150.80% | 15.76% | 0.82% | 0.48 | 0.45 | 0.02 | Analyze Watchlist |
| PWV | Invesco Dynamic LargeCap Value ETF | Large cap | 03/03/2005 | 99,030 | 1.12% | 189.54% | 179.01% | 10.53% | 0.73% | 0.68 | 0.65 | 0.03 | Analyze Watchlist |
| IYY | iShares Dow Jones U.S. ETF | Total market | 06/12/2000 | 30,327 | 1.86% | 149.84% | 136.10% | 13.74% | 0.72% | 0.45 | 0.46 | -0.01 | Analyze Watchlist |
| IWB | iShares Russell 1000 ETF | Large and mid cap | 05/15/2000 | 881,039 | 1.90% | 156.40% | 145.24% | 11.16% | 0.58% | 0.47 | 0.45 | 0.02 | Analyze Watchlist |
| SPLG | SPDR Portfolio Large Cap ETF | Large and mid cap | 11/08/2005 | 718,744 | 1.99% | 179.73% | 172.69% | 7.04% | 0.51% | 0.63 | 0.67 | -0.04 | Analyze Watchlist |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | Total market | 01/20/2004 | 1,520,470 | 1.98% | 126.01% | 118.26% | 7.75% | 0.50% | 1.19 | 1.17 | 0.02 | Analyze Watchlist |
| SCHB | U.S Broad Market ETF | Total market | 11/03/2009 | 1,226,539 | 1.44% | 216.80% | 212.10% | 4.70% | 0.48% | 1.05 | 1.07 | -0.02 | Analyze Watchlist |
| SCHX | Schwab U.S. Large-Cap ETF | Large cap | 11/03/2009 | 1,116,424 | 1.46% | 215.48% | 212.10% | 3.38% | 0.35% | 1.07 | 1.07 | -0.00 | Analyze Watchlist |
| MGC | Vanguard Mega Cap 300 ETF | Mega cap | 12/17/2007 | 63,254 | 1.47% | 124.51% | 121.75% | 2.76% | 0.24% | 0.60 | 0.60 | 0.01 | Analyze Watchlist |
| VIOO | Vanguard S&P Small-Cap 600 ETF | Small cap | 09/07/2010 | 55,610 | 1.19% | 194.42% | 193.02% | 1.40% | 0.16% | 0.87 | 1.19 | -0.32 | Analyze Watchlist |
| SCHA | Schwab U.S. Small-Cap ETF | Small cap | 11/03/2009 | 399,043 | 1.09% | 213.49% | 212.10% | 1.39% | 0.14% | 0.82 | 1.07 | -0.25 | Analyze Watchlist |
| IVV | iShares Core S&P 500 Index Fund ETF | Large cap | 05/15/2000 | 3,521,388 | 2.04% | 147.94% | 145.24% | 2.70% | 0.14% | 0.47 | 0.45 | 0.02 | Analyze Watchlist |
| VTWG | Vanguard Russell 2000 Growth ETF | Small cap | 09/20/2010 | 9,315 | 0.65% | 187.22% | 186.03% | 1.19% | 0.13% | 0.80 | 1.19 | -0.39 | Analyze Watchlist |
| VONE | Vanguard Russell 1000 ETF | Large and mid cap | 09/20/2010 | 96,660 | 1.77% | 186.68% | 186.03% | 0.65% | 0.07% | 1.12 | 1.19 | -0.07 | Analyze Watchlist |
| VOO | Vanguard S&P 500 ETF | Large cap | 09/07/2010 | 2,734,608 | 1.49% | 193.66% | 193.02% | 0.64% | 0.07% | 1.17 | 1.19 | -0.02 | Analyze Watchlist |
| PRF | FTSE RAFI US 1000 Portfolio ETF | Large and mid cap | 12/19/2005 | 132,494 | 1.11% | 167.84% | 167.34% | 0.50% | 0.04% | 0.58 | 0.65 | -0.08 | Analyze Watchlist |
| CZA | Invesco Mid-Cap Core ETF | Mid cap | 04/02/2007 | 13,565 | 1.06% | 195.77% | 0.00% | 0.00% | 0.00% | 0.67 | 0.61 | 0.06 | Analyze Watchlist |
| FVD | First Trust VL Dividend ETF | Multi-cap | 08/19/2003 | 786,845 | 2.11% | 206.06% | 0.00% | 0.00% | 0.00% | 0.83 | 0.72 | 0.11 | Analyze Watchlist |
| DEF | Invesco Defensive Equity ETF | Large cap | 12/15/2006 | 24,659 | 1.17% | 140.61% | 0.00% | 0.00% | 0.00% | 0.70 | 0.61 | 0.10 | Analyze Watchlist |
| HDV | iShares Core High Dividend ETF | Multi-cap | 03/29/2011 | 360,845 | 3.26% | 127.05% | 0.00% | 0.00% | 0.00% | 1.14 | 1.02 | 0.11 | Analyze Watchlist |
| FPX | First Trust US Equity Opportunities ETF | Large and mid cap | 04/12/2006 | 81,618 | 0.55% | 303.94% | 0.00% | 0.00% | 0.00% | 0.71 | 0.64 | 0.07 | Analyze Watchlist |
| DIA | SPDR Dow Jones Industrial Average ETF | Large cap | 01/13/1998 | 3,176,779 | 2.03% | 311.32% | 0.00% | 0.00% | 0.00% | 0.61 | 0.54 | 0.07 | Analyze Watchlist |
| EQWL | Invesco Russell Top 200 Equal Weight Portfolio ETF | Mega cap | 12/01/2006 | 834 | 1.54% | 152.09% | 0.00% | 0.00% | 0.00% | 0.64 | 0.61 | 0.04 | Analyze Watchlist |
| TOTAL | 85 |
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