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

82 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 cap07/24/20002.08%796.15%211.79%584.36%26.33%0.700.470.23Analyze
IJSiShares S&P SmallCap 600 Value ETFSmall cap07/24/20001.86%691.24%211.79%479.45%21.60%0.610.470.13Analyze
IJRiShares Core S&P Small-Cap ETFSmall cap05/22/20001.87%668.70%221.29%447.41%20.01%0.600.470.13Analyze
ONEQFidelity Nasdaq Composite ETFMulti-cap09/25/20030.81%708.45%353.10%355.35%18.68%0.750.680.08Analyze
IJTiShares S&P SmallCap 600 Growth ETFSmall cap07/24/20000.92%609.86%228.91%380.95%17.17%0.580.470.11Analyze
MDYSPDR S&P Midcap 400 ETF Mid cap05/04/19951.44%1,165.18%761.91%403.27%14.71%0.660.67-0.01Analyze
IJHiShares Core S&P Mid-Cap ETFMid cap05/22/20001.76%471.32%221.29%250.03%11.18%0.570.470.09Analyze
IWYiShares Russell Top 200 Growth ETFMega cap09/22/20090.53%435.64%298.69%136.95%10.52%0.950.890.06Analyze
QQQInvesco QQQ ETFLarge cap03/10/19990.49%510.09%263.43%246.66%10.47%0.460.50-0.04Analyze
IJKiShares S&P Mid-Cap 400 Growth ETFMid cap07/24/20001.07%410.40%211.79%198.61%8.95%0.520.470.04Analyze
IWRiShares Russell Midcap Index Fund ETFMid cap07/17/20011.06%448.07%263.92%184.15%8.68%0.600.550.05Analyze
QQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund ETFLarge cap04/19/20060.43%380.58%247.96%132.62%8.06%0.620.610.01Analyze
IWNiShares Russell 2000 Value ETFSmall cap07/24/20001.50%389.68%211.79%177.89%8.02%0.510.470.04Analyze
RWJOppenheimer Small Cap Revenue ETFSmall cap02/22/20080.72%324.57%215.73%108.84%7.45%0.530.63-0.10Analyze
RPGInvesco S&P 500 Pure Growth ETFLarge cap03/01/20060.21%349.82%238.63%111.19%6.70%0.600.62-0.02Analyze
VOOGVanguard S&P 500 Growth ETFLarge cap09/07/20100.83%360.72%280.71%80.01%6.63%0.960.940.03Analyze
MGKVanguard Mega Cap 300 Growth ETFMega cap12/17/20070.59%285.87%189.59%96.28%6.51%0.650.590.07Analyze
DTDWisdom Tree Total Dividend ETFMulti-cap06/16/20062.43%345.22%247.23%97.99%6.01%0.810.630.18Analyze
QQQEDirexion NASDAQ-100 Equal Weighted Index Shares ETFLarge cap03/21/20124.93%260.69%198.01%62.68%5.95%0.860.87-0.01Analyze
RSPInvesco S&P 500 Equal Weight ETFLarge cap04/24/20031.39%493.38%377.65%115.73%5.95%0.670.70-0.03Analyze
DLNWisdomTree LargeCap Dividend Fund ETFLarge cap06/16/20062.37%341.01%247.23%93.78%5.76%0.820.630.19Analyze
FPXFirst Trust US Equity Opportunities ETFLarge and mid cap04/12/20060.27%328.77%236.28%92.49%5.62%0.570.62-0.04Analyze
VUGVanguard Growth ETFLarge cap01/26/20040.49%385.76%285.70%100.06%5.36%0.650.640.01Analyze
IWSiShares Russell Mid-Cap Value ETFMid cap07/17/20011.37%385.35%274.85%110.50%5.21%0.580.550.03Analyze
IVWS&P 500 Growth ETFLarge cap05/22/20000.54%337.48%221.29%116.19%5.20%0.560.470.08Analyze
SPMDSPDR Portfolio Mid Cap ETFMid cap11/08/20051.12%336.20%251.46%84.74%5.02%0.750.640.11Analyze
VXFVanguard Extended Market ETFSmall and mid cap12/27/20010.90%378.36%274.78%103.58%4.99%0.530.58-0.05Analyze
IWMiShares Russell 2000 ETFSmall cap05/22/20000.93%326.61%221.29%105.32%4.71%0.160.47-0.32Analyze
QQXTNASDAQ 100 Ex-Technology ETFLarge cap02/08/20070.61%285.96%212.37%73.59%4.70%0.590.590.01Analyze
CZAInvesco Mid-Cap Core ETFMid cap04/02/20070.94%288.99%226.39%62.60%4.04%0.630.590.04Analyze
MDYGSPDR S&P 400 Mid Cap Growth ETFMid cap11/08/20050.87%318.21%251.46%66.75%3.95%0.600.64-0.04Analyze
SLYGSPDR S&P 600 Small Cap Growth ETFSmall cap09/25/20000.88%288.00%208.19%79.81%3.62%0.410.46-0.05Analyze
EZMWisdomTree MidCap Earnings Fund ETFMid cap02/23/20071.06%251.22%196.56%54.66%3.50%0.530.59-0.06Analyze
VOVanguard Mid-Cap ETFMid cap01/26/20041.18%348.56%285.70%62.86%3.36%0.590.64-0.05Analyze
PWBInvesco Dynamic Large Cap Growth ETFLarge cap03/03/20050.04%329.85%279.32%50.53%2.87%0.620.63-0.00Analyze
PKWInvesco Buyback Achievers ETFMulti-cap12/20/20060.84%264.95%220.26%44.69%2.83%0.630.590.03Analyze
EESWisdomTree SmallCap Earnings Fund ETFSmall cap02/23/20071.55%238.32%196.56%41.76%2.68%0.530.59-0.06Analyze
FTCSFirst Trust Capital Strength ETFLarge cap07/06/20060.93%296.66%258.36%38.30%2.36%0.650.630.03Analyze
IUSGiShares Core S&P U.S. Growth ETFLarge and mid cap07/24/20000.62%279.98%228.91%51.07%2.30%0.490.470.01Analyze
VBKVanguard Small-Cap Growth ETFSmall cap01/26/20040.31%327.61%285.70%41.91%2.24%0.510.64-0.13Analyze
SLYS&P Smallcap 600 ETFSmall cap11/08/20051.41%288.52%251.46%37.06%2.19%0.560.64-0.08Analyze
RWKInvesco S&P Mid Cap Revenue ETFMid cap02/22/20080.87%264.03%233.66%30.37%2.08%0.540.63-0.09Analyze
SPTMSPDR Portfolio Total Stock Market ETFTotal market10/04/20001.30%269.54%224.22%45.32%2.06%0.530.480.05Analyze
FADFirst Trust Multi Cap Growth AlphaDEX ETFMulti-cap05/08/20070.29%235.20%203.96%31.24%2.03%0.530.58-0.05Analyze
MOATMarket Vectors Morningstar Wide Moat ETFMulti-cap04/24/20121.36%221.07%200.20%20.87%2.00%0.090.86-0.77Analyze
MTUMiShares MSCI USA Momentum Factor ETFLarge and mid cap04/16/20130.89%184.89%169.01%15.88%1.68%0.040.83-0.79Analyze
VOTVanguard Mid-Cap Growth ETFMid cap08/17/20060.55%259.36%233.00%26.36%1.63%0.530.63-0.10Analyze
VTIVanguard Total Stock Market ETFTotal market05/24/20011.26%294.96%262.68%32.28%1.51%0.560.540.02Analyze
FTCFirst Trust Large Cap Growth Opportunities AlphaDEX Fund ETFLarge cap05/08/20070.23%223.89%201.38%22.51%1.46%0.550.58-0.02Analyze
VBVanguard Small-Cap ETFSmall cap01/26/20041.29%309.45%285.70%23.75%1.27%0.520.64-0.12Analyze
FNXFirst Trust Mid Cap Core AlphaDEX ETFMid cap05/08/20070.87%220.19%203.96%16.23%1.05%0.500.58-0.08Analyze
EQWLInvesco Russell Top 200 Equal Weight Portfolio ETFMega cap12/01/20062.36%223.13%207.87%15.26%0.96%0.620.590.02Analyze
DIASPDR Dow Jones Industrial Average ETFLarge cap01/13/19982.10%379.38%356.33%23.05%0.93%0.580.540.03Analyze
VVVanguard Large-Cap ETFLarge cap01/27/20041.25%302.18%285.70%16.48%0.88%0.640.640.00Analyze
RFGInvesco S&P MidCap 400 Pure Growth ETFMid cap03/01/20060.36%269.70%257.63%12.07%0.73%0.510.62-0.11Analyze
IWViShares Russell 3000 ETFTotal market05/22/20001.04%235.44%221.29%14.15%0.63%0.480.470.01Analyze
VIGVanguard Dividend Appreciation ETFMulti-cap04/21/20061.55%239.00%229.44%9.56%0.58%0.710.610.10Analyze
IWBiShares Russell 1000 ETFLarge and mid cap05/15/20001.07%226.31%214.16%12.15%0.54%0.480.470.01Analyze
MGCVanguard Mega Cap 300 ETFMega cap12/17/20071.59%194.59%186.94%7.65%0.52%0.600.590.01Analyze
PRFZInvesco FTSE RAFI US 1500 Small-Mid Portfolio ETFSmall and mid cap09/20/20060.97%251.51%244.13%7.38%0.46%0.500.62-0.12Analyze
SPLGSPDR Portfolio Large Cap ETFLarge and mid cap11/08/20051.31%258.92%251.46%7.46%0.44%0.610.64-0.03Analyze
EEHELEMENTS Linked to the SPECTRUM Large Cap U.S. Sector Momentum Index ETNLarge cap08/02/20070.00%227.78%221.96%5.82%0.38%0.360.59-0.23Analyze
IWDiShares Russell 1000 Value ETFLarge and mid cap05/22/20001.47%229.60%221.29%8.31%0.37%0.500.470.02Analyze
CDCVictoryShares US EQ Income Enhanced Volatility Wtd ETFLarge cap07/01/20143.11%122.98%120.33%2.65%0.32%0.950.710.24Analyze
VOOVanguard S&P 500 ETFLarge cap09/07/20101.66%283.74%280.71%3.03%0.25%0.920.94-0.02Analyze
IWLiShares Russell Top 200 ETFMega cap09/22/20091.05%301.57%298.69%2.88%0.22%0.150.89-0.74Analyze
UVDVUVA Dividend Value ETFMulti-cap02/29/19800.94%-5.61%-14.78%9.17%0.22%-0.50-1.030.53Analyze
DGRWWisdomTree U.S. Quality Dividend Growth ETFLarge and mid cap05/17/20131.88%166.53%164.56%1.97%0.21%0.900.820.08Analyze
DGROiShares Core Dividend Growth ETFMulti-cap06/10/20141.72%114.12%112.45%1.67%0.20%0.770.720.05Analyze
FVFirst Trust Dorsey Wright Focus 5 ETFLarge cap03/05/20140.64%133.28%131.86%1.42%0.17%0.670.74-0.07Analyze
IVViShares Core S&P 500 Index Fund ETFLarge cap05/15/20001.15%217.40%214.16%3.24%0.14%0.480.470.01Analyze
VONVVanguard Russell 1000 Value ETFLarge and mid cap09/20/20102.11%-2.42%-3.54%1.12%0.09%-0.05-0.100.05Analyze
ITOTiShares Core S&P Total U.S. Stock Market ETFTotal market01/20/20041.18%186.29%184.80%1.49%0.08%0.860.87-0.01Analyze
SCHXSchwab U.S. Large-Cap ETFLarge cap11/03/20090.78%-11.42%-10.67%-0.75%-0.06%-0.65-1.050.40Analyze
SCHBU.S Broad Market ETFTotal market11/03/20090.75%-11.63%-10.67%-0.96%-0.07%-0.66-1.050.39Analyze
SCHGSchwab U.S. Large-Cap Growth ETFLarge cap12/11/20090.24%-12.39%-10.67%-1.72%-0.13%-0.45-1.050.60Analyze
SCHASchwab U.S. Small-Cap ETFSmall cap11/03/20090.56%-13.56%-10.67%-2.89%-0.22%-0.78-1.050.27Analyze
MMTMSPDR S&P 1500 Momentum Tilt ETFMulti-cap10/24/20121.53%212.21%215.49%-3.28%-0.33%0.930.870.07Analyze
DEFInvesco Defensive Equity ETFLarge cap12/15/20061.16%209.00%230.43%-21.43%-1.36%0.680.590.08Analyze
LGLVSPDR SSGA US Large Cap Low Volatility Index ETFLarge and mid cap02/20/20131.96%159.75%176.13%-16.38%-1.71%0.920.850.07Analyze
CFOVictoryShares US 500 Enhanced Volatility Wtd ETFLarge cap07/01/20141.38%102.25%120.33%-18.08%-2.19%0.760.710.05Analyze
FVDFirst Trust VL Dividend ETFMulti-cap08/19/20031.70%246.13%337.99%-91.86%-4.80%0.730.680.06Analyze
TOTAL82

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