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

90 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
IJJiShares S&P Mid-Cap 400 Value ETFMid cap07/24/20001.56%812.50%219.80%592.70%28.74%0.750.520.23Analyze
IJSiShares S&P SmallCap 600 Value ETFSmall cap07/24/20000.83%780.70%219.80%560.90%27.20%0.670.520.15Analyze
IJRiShares Core S&P Small-Cap ETFSmall cap05/22/20000.94%795.08%229.53%565.55%27.20%0.680.520.16Analyze
IJTiShares S&P SmallCap 600 Growth ETFSmall cap07/24/20000.60%721.66%219.80%501.86%24.34%0.660.520.14Analyze
FPXFirst Trust US Equity Opportunities ETFLarge and mid cap04/12/20060.26%575.70%245.11%330.59%22.19%0.800.700.11Analyze
MDYSPDR S&P Midcap 400 ETF Mid cap05/04/19951.01%1,299.95%783.68%516.27%19.97%0.720.720.00Analyze
ONEQFidelity Nasdaq Composite ETFMulti-cap09/25/20030.68%662.64%340.42%322.22%18.47%0.800.760.04Analyze
JKHiShares Morningstar Mid-Cap Growth ETFMid cap06/28/20040.09%594.79%297.10%297.69%17.84%0.770.720.05Analyze
IWYiShares Russell Top 200 Growth ETFMega cap09/22/20090.70%473.55%309.39%164.16%14.33%1.191.050.14Analyze
IJHiShares Core S&P Mid-Cap ETFMid cap05/22/20001.15%527.35%229.53%297.82%14.32%0.630.520.12Analyze
IJKiShares S&P Mid-Cap 400 Growth ETFMid cap07/24/20000.65%514.04%219.80%294.24%14.27%0.600.520.09Analyze
QQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund ETFLarge cap04/19/20060.33%448.86%238.10%210.76%14.16%0.730.690.03Analyze
QQQInvesco QQQ ETFLarge cap03/10/19990.54%560.55%253.40%307.15%13.96%0.500.55-0.05Analyze
QQQEDirexion NASDAQ-100 Equal Weighted Index Shares ETFLarge cap03/21/20120.52%331.00%206.12%124.88%13.94%1.191.100.09Analyze
VXFVanguard Extended Market ETFSmall and mid cap12/27/20010.96%546.94%284.45%262.49%13.68%0.670.640.02Analyze
VBKVanguard Small-Cap Growth ETFSmall cap01/26/20040.41%518.90%295.72%223.18%13.04%0.670.72-0.05Analyze
VONGVanguard Russell 1000 Growth ETFLarge and mid cap09/20/20100.75%415.27%281.82%133.45%12.76%1.241.130.10Analyze
SCHGSchwab U.S. Large-Cap Growth ETFLarge cap12/11/20090.51%422.07%283.54%138.53%12.33%1.091.010.08Analyze
IWRiShares Russell Midcap Index Fund ETFMid cap07/17/20011.18%514.61%273.29%241.32%12.29%0.680.600.08Analyze
RPGInvesco S&P 500 Pure Growth ETFLarge cap03/01/20060.44%416.82%247.52%169.30%11.27%0.730.700.03Analyze
JKKiShares Morningstar Small-Cap Growth ETFSmall cap06/28/20040.09%487.03%299.44%187.59%11.24%0.660.72-0.06Analyze
IWNiShares Russell 2000 Value ETFSmall cap07/24/20001.35%449.22%219.80%229.42%11.13%0.570.520.06Analyze
MGKVanguard Mega Cap 300 Growth ETFMega cap12/17/20070.63%336.75%197.27%139.48%10.55%0.810.670.14Analyze
IWMiShares Russell 2000 ETFSmall cap05/22/20000.90%448.61%229.53%219.08%10.54%0.210.52-0.31Analyze
RWJOppenheimer Small Cap Revenue ETFSmall cap02/22/20080.68%355.49%224.12%131.37%10.08%0.590.71-0.12Analyze
VOOGVanguard S&P 500 Growth ETFLarge cap09/07/20100.86%393.94%290.97%102.97%9.81%1.271.130.14Analyze
VUGVanguard Growth ETFLarge cap01/26/20040.65%460.76%295.72%165.04%9.64%0.790.720.07Analyze
CAPEBarclays Shiller CAPE Index ETNLarge cap10/10/20120.00%274.21%198.37%75.84%9.03%1.191.100.09Analyze
MDYGSPDR S&P 400 Mid Cap Growth ETFMid cap11/08/20050.65%394.46%260.67%133.79%8.73%0.730.720.00Analyze
VOTVanguard Mid-Cap Growth ETFMid cap08/17/20060.53%354.96%241.76%113.20%7.78%0.680.71-0.03Analyze
VTWGVanguard Russell 2000 Growth ETFSmall cap09/20/20100.43%362.84%281.82%81.02%7.75%0.881.13-0.26Analyze
VIOGVanguard S&P Small-Cap 600 Growth ETFSmall cap09/07/20100.59%370.92%290.97%79.95%7.62%0.941.13-0.19Analyze
QQXTNASDAQ 100 Ex-Technology ETFLarge cap02/08/20070.28%308.05%203.49%104.56%7.43%0.670.660.00Analyze
JKEiShares Morningstar Large Growth Index Fund ETFLarge cap06/28/20040.27%419.00%297.10%121.90%7.30%0.740.720.02Analyze
PWBInvesco Dynamic Large Cap Growth ETFLarge cap03/03/20050.20%382.91%268.64%114.27%7.14%0.750.710.04Analyze
RFGInvesco S&P MidCap 400 Pure Growth ETFMid cap03/01/20060.25%352.48%247.52%104.96%6.99%0.630.70-0.07Analyze
SPMDSPDR Portfolio Mid Cap ETFMid cap11/08/20051.17%365.94%260.67%105.27%6.87%0.850.720.13Analyze
IVWS&P 500 Growth ETFLarge cap05/22/20000.80%368.19%229.53%138.66%6.67%0.630.520.12Analyze
FADFirst Trust Multi Cap Growth AlphaDEX ETFMulti-cap05/08/20070.29%287.45%195.31%92.14%6.66%0.640.66-0.02Analyze
RSPInvesco S&P 500 Equal Weight ETFLarge cap04/24/20031.53%506.42%390.03%116.39%6.51%0.740.78-0.05Analyze
DWASInvesco DWA SmallCap Momentum ETFSmall cap07/19/20120.17%266.57%211.13%55.44%6.43%0.851.14-0.29Analyze
IWSiShares Russell Mid-Cap Value ETFMid cap07/17/20011.70%404.90%284.51%120.39%6.13%0.630.600.03Analyze
VOVanguard Mid-Cap ETFMid cap01/26/20041.35%400.33%295.72%104.61%6.11%0.680.72-0.04Analyze
IWOiShares Russell 2000 Growth ETFSmall cap07/24/20000.40%344.89%219.80%125.09%6.07%0.460.52-0.06Analyze
RZGInvesco S&P SmallCap 600 Pure Growth ETFSmall cap03/01/20060.41%337.74%247.52%90.22%6.01%0.570.70-0.13Analyze
SLYS&P Smallcap 600 ETFSmall cap11/08/20050.94%346.55%260.67%85.88%5.60%0.660.72-0.07Analyze
VBVanguard Small-Cap ETFSmall cap01/26/20041.04%390.79%295.72%95.07%5.56%0.630.72-0.09Analyze
EZMWisdomTree MidCap Earnings Fund ETFMid cap02/23/20071.47%274.94%204.38%70.56%5.03%0.600.66-0.06Analyze
EESWisdomTree SmallCap Earnings Fund ETFSmall cap02/23/20071.10%271.42%204.38%67.04%4.78%0.600.66-0.06Analyze
PDPInvesco DWA Momentum Portfolio ETFLarge and mid cap03/01/20070.11%281.04%214.76%66.28%4.73%0.650.68-0.03Analyze
MOATMarket Vectors Morningstar Wide Moat ETFMulti-cap04/24/20121.35%246.72%208.37%38.35%4.33%0.111.08-0.96Analyze
FTCFirst Trust Large Cap Growth Opportunities AlphaDEX Fund ETFLarge cap05/08/20070.38%252.41%192.80%59.61%4.31%0.650.66-0.00Analyze
FYCFirst Trust Small Cap Growth AlphaDEX ETFSmall cap04/19/20110.10%262.27%224.46%37.81%3.83%0.771.01-0.24Analyze
JKGiShares Morningstar Mid Core Index Fund ETFMid cap06/28/20041.06%358.38%297.10%61.28%3.67%0.650.72-0.06Analyze
PKWInvesco Buyback Achievers ETFMulti-cap12/20/20061.34%259.88%211.15%48.73%3.43%0.680.670.00Analyze
IUSGiShares Core S&P U.S. Growth ETFLarge and mid cap07/24/20000.90%285.55%219.80%65.75%3.19%0.530.520.01Analyze
PRFZInvesco FTSE RAFI US 1500 Small-Mid Portfolio ETFSmall and mid cap09/20/20060.78%280.29%234.36%45.93%3.18%0.560.70-0.14Analyze
SCHASchwab U.S. Small-Cap ETFSmall cap11/03/20090.92%347.63%315.92%31.71%2.80%0.831.05-0.22Analyze
FNYFirst Trust Mid Cap Growth AlphaDEX ETFMid cap04/19/20110.23%251.79%224.46%27.33%2.77%0.861.01-0.15Analyze
FNXFirst Trust Mid Cap Core AlphaDEX ETFMid cap05/08/20070.93%232.35%195.31%37.04%2.68%0.550.66-0.10Analyze
VTIVanguard Total Stock Market ETFTotal market05/24/20011.35%324.73%272.01%52.72%2.66%0.630.590.04Analyze
VIOOVanguard S&P Small-Cap 600 ETFSmall cap09/07/20100.92%316.99%290.97%26.02%2.48%0.851.13-0.28Analyze
SPTMSPDR Portfolio Total Stock Market ETFTotal market10/04/20001.49%282.80%232.55%50.25%2.46%0.580.530.06Analyze
CZAInvesco Mid-Cap Core ETFMid cap04/02/20071.37%239.44%207.41%32.03%2.30%0.630.67-0.05Analyze
RWKInvesco S&P Mid Cap Revenue ETFMid cap02/22/20080.84%250.65%224.12%26.53%2.04%0.560.71-0.15Analyze
JKDiShares Morningstar Large Core Index Fund ETFLarge cap06/28/20041.23%329.26%297.10%32.16%1.93%0.760.720.04Analyze
FTCSFirst Trust Capital Strength ETFLarge cap07/06/20060.93%274.81%248.20%26.61%1.81%0.690.71-0.02Analyze
FYXFirst Trust Small Cap Core AlphaDEX ETFSmall cap05/08/20070.54%219.83%195.31%24.52%1.77%0.500.66-0.16Analyze
VVVanguard Large-Cap ETFLarge cap01/27/20041.40%324.46%295.72%28.74%1.68%0.730.720.01Analyze
ALFAAlphaClone Alternative Alpha ETFMulti-cap05/31/20120.44%240.79%226.47%14.32%1.63%0.941.09-0.15Analyze
SCHBU.S Broad Market ETFTotal market11/03/20091.55%334.43%315.92%18.51%1.63%1.041.05-0.02Analyze
IVOGVanguard S&P Mid-Cap 400 Growth ETFMid cap09/07/20100.68%306.79%290.97%15.82%1.51%0.951.13-0.19Analyze
SCHXSchwab U.S. Large-Cap ETFLarge cap11/03/20091.57%331.94%315.92%16.02%1.41%1.061.050.01Analyze
IWViShares Russell 3000 ETFTotal market05/22/20001.24%258.77%229.53%29.24%1.41%0.540.520.02Analyze
IWBiShares Russell 1000 ETFLarge and mid cap05/15/20001.31%244.67%222.22%22.45%1.08%0.540.520.02Analyze
JKJiShares Morningstar Small Core Index Fund ETFSmall cap06/28/20041.11%314.84%297.10%17.74%1.06%0.560.72-0.16Analyze
DIASPDR Dow Jones Industrial Average ETFLarge cap01/13/19981.75%392.06%367.95%24.11%1.04%0.620.590.03Analyze
VONEVanguard Russell 1000 ETFLarge and mid cap09/20/20101.39%291.82%281.82%10.00%0.96%1.081.13-0.05Analyze
MGCVanguard Mega Cap 300 ETFMega cap12/17/20071.40%206.76%194.56%12.20%0.92%0.690.670.02Analyze
VTHRVanguard Russell 3000 ETFTotal market09/20/20101.30%291.22%281.82%9.40%0.90%1.061.13-0.07Analyze
ITOTiShares Core S&P Total U.S. Stock Market ETFTotal market01/20/20041.34%207.72%192.58%15.14%0.88%1.121.100.02Analyze
EQWLInvesco Russell Top 200 Equal Weight Portfolio ETFMega cap12/01/20061.90%227.84%215.98%11.86%0.83%0.690.670.01Analyze
SPLGSPDR Portfolio Large Cap ETFLarge and mid cap11/08/20051.48%269.62%260.67%8.95%0.58%0.690.72-0.04Analyze
IWLiShares Russell Top 200 ETFMega cap09/22/20091.26%315.96%309.39%6.57%0.57%0.161.05-0.89Analyze
IWFiShares Russell 1000 Growth ETFLarge and mid cap05/22/20000.65%238.32%229.53%8.79%0.42%0.480.52-0.04Analyze
XMHQInvesco S&P MidCap Quality ETFMid cap12/01/20061.00%220.79%215.98%4.81%0.34%0.590.67-0.08Analyze
VOOVanguard S&P 500 ETFLarge cap09/07/20101.48%293.86%290.97%2.89%0.28%1.121.13-0.02Analyze
IWDiShares Russell 1000 Value ETFLarge and mid cap05/22/20001.91%233.97%229.53%4.44%0.21%0.530.520.02Analyze
IVViShares Core S&P 500 Index Fund ETFLarge cap05/15/20001.51%225.31%222.22%3.09%0.15%0.530.520.01Analyze
VIGVanguard Dividend Appreciation ETFMulti-cap04/21/20061.62%236.53%238.10%-1.57%-0.11%0.790.690.10Analyze
TOTAL90

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