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 | 1.80% | 479.87% | 172.48% | 307.39% | 15.26% | 0.58 | 0.46 | 0.12 | Analyze |
| ONEQ | Fidelity Nasdaq Composite ETF | Multi-cap | 09/25/2003 | 1.64% | 489.97% | 263.30% | 226.67% | 13.49% | 0.74 | 0.70 | 0.04 | Analyze |
| IWY | iShares Russell Top 200 Growth ETF | Mega cap | 09/22/2009 | 0.86% | 374.67% | 235.35% | 139.32% | 12.89% | 1.17 | 0.98 | 0.19 | Analyze |
| JKH | iShares Morningstar Mid-Cap Growth ETF | Mid cap | 06/28/2004 | 0.25% | 427.64% | 227.37% | 200.27% | 12.48% | 0.70 | 0.65 | 0.04 | Analyze |
| FPX | First Trust US Equity Opportunities ETF | Large and mid cap | 04/12/2006 | 0.67% | 353.31% | 183.95% | 169.36% | 11.88% | 0.69 | 0.62 | 0.06 | Analyze |
| QQQ | Invesco QQQ ETF | Large cap | 03/10/1999 | 0.64% | 427.51% | 192.47% | 235.04% | 11.01% | 0.46 | 0.49 | -0.03 | Analyze |
| VONG | Vanguard Russell 1000 Growth ETF | Large and mid cap | 09/20/2010 | 0.95% | 320.12% | 212.41% | 107.71% | 10.98% | 1.20 | 1.06 | 0.14 | Analyze |
| QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares ETF | Large cap | 03/21/2012 | 0.65% | 240.01% | 149.98% | 90.03% | 10.83% | 1.10 | 1.00 | 0.10 | Analyze |
| QQEW | First Trust NASDAQ-100 Equal Weighted Index Fund ETF | Large cap | 04/19/2006 | 0.50% | 331.56% | 178.18% | 153.38% | 10.77% | 0.66 | 0.62 | 0.04 | Analyze |
| MDY | SPDR S&P Midcap 400 ETF | Mid cap | 05/04/1995 | 1.59% | 901.81% | 633.02% | 268.79% | 10.67% | 0.65 | 0.68 | -0.03 | Analyze |
| IJT | iShares S&P SmallCap 600 Growth ETF | Small cap | 07/24/2000 | 1.00% | 369.07% | 164.40% | 204.67% | 10.25% | 0.52 | 0.46 | 0.06 | Analyze |
| SCHG | Schwab U.S. Large-Cap Growth ETF | Large cap | 12/11/2009 | 0.69% | 318.43% | 214.08% | 104.35% | 9.86% | 1.03 | 0.94 | 0.09 | Analyze |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | Mid cap | 07/24/2000 | 2.49% | 352.42% | 164.40% | 188.02% | 9.41% | 0.55 | 0.46 | 0.08 | Analyze |
| MGK | Vanguard Mega Cap 300 Growth ETF | Mega cap | 12/17/2007 | 0.78% | 258.07% | 144.13% | 113.94% | 9.06% | 0.76 | 0.59 | 0.17 | Analyze |
| VOOG | Vanguard S&P 500 Growth ETF | Large cap | 09/07/2010 | 1.13% | 307.05% | 220.00% | 87.05% | 8.84% | 1.23 | 1.06 | 0.18 | Analyze |
| IJH | iShares Core S&P Mid-Cap ETF | Mid cap | 05/22/2000 | 1.84% | 348.38% | 172.48% | 175.90% | 8.73% | 0.54 | 0.46 | 0.09 | Analyze |
| IWP | iShares Russell Mid-Cap Growth ETF | Mid cap | 07/17/2001 | 0.53% | 365.69% | 205.22% | 160.47% | 8.45% | 0.56 | 0.55 | 0.01 | Analyze |
| RPG | Invesco S&P 500 Pure Growth ETF | Large cap | 03/01/2006 | 0.81% | 305.87% | 186.00% | 119.87% | 8.34% | 0.66 | 0.63 | 0.03 | Analyze |
| IJS | iShares S&P SmallCap 600 Value ETF | Small cap | 07/24/2000 | 2.32% | 327.47% | 164.40% | 163.07% | 8.16% | 0.49 | 0.46 | 0.03 | Analyze |
| IWR | iShares Russell Midcap Index Fund ETF | Mid cap | 07/17/2001 | 1.69% | 362.08% | 208.42% | 153.66% | 8.09% | 0.60 | 0.54 | 0.06 | Analyze |
| VUG | Vanguard Growth ETF | Large cap | 01/26/2004 | 0.81% | 354.87% | 226.35% | 128.52% | 7.81% | 0.74 | 0.66 | 0.08 | Analyze |
| VBK | Vanguard Small-Cap Growth ETF | Small cap | 01/26/2004 | 0.51% | 335.35% | 226.35% | 109.00% | 6.62% | 0.58 | 0.66 | -0.08 | Analyze |
| VXF | Vanguard Extended Market ETF | Small and mid cap | 12/27/2001 | 1.34% | 336.48% | 217.52% | 118.96% | 6.41% | 0.57 | 0.58 | -0.02 | Analyze |
| JKE | iShares Morningstar Large Growth Index Fund ETF | Large cap | 06/28/2004 | 0.43% | 329.77% | 227.37% | 102.40% | 6.38% | 0.70 | 0.65 | 0.05 | Analyze |
| QQXT | NASDAQ 100 Ex-Technology ETF | Large cap | 02/08/2007 | 0.35% | 229.94% | 149.47% | 80.47% | 5.99% | 0.60 | 0.59 | 0.02 | Analyze |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | Mid cap | 07/24/2000 | 1.03% | 280.85% | 164.40% | 116.45% | 5.83% | 0.48 | 0.46 | 0.02 | Analyze |
| PWB | Invesco Dynamic Large Cap Growth ETF | Large cap | 03/03/2005 | 0.34% | 293.20% | 203.70% | 89.50% | 5.83% | 0.69 | 0.64 | 0.04 | Analyze |
| SPMD | SPDR Portfolio Mid Cap ETF | Mid cap | 11/08/2005 | 1.90% | 279.03% | 196.92% | 82.11% | 5.59% | 0.75 | 0.65 | 0.10 | Analyze |
| MDYG | SPDR S&P 400 Mid Cap Growth ETF | Mid cap | 11/08/2005 | 1.15% | 272.03% | 196.92% | 75.11% | 5.12% | 0.63 | 0.65 | -0.03 | Analyze |
| IWN | iShares Russell 2000 Value ETF | Small cap | 07/24/2000 | 2.46% | 261.61% | 164.40% | 97.21% | 4.87% | 0.46 | 0.46 | 0.00 | Analyze |
| VOT | Vanguard Mid-Cap Growth ETF | Mid cap | 08/17/2006 | 0.79% | 247.28% | 181.12% | 66.16% | 4.76% | 0.60 | 0.64 | -0.04 | Analyze |
| JKK | iShares Morningstar Small-Cap Growth ETF | Small cap | 06/28/2004 | 0.27% | 300.31% | 229.29% | 71.02% | 4.43% | 0.55 | 0.65 | -0.10 | Analyze |
| IWM | iShares Russell 2000 ETF | Small cap | 05/22/2000 | 1.46% | 259.76% | 172.48% | 87.28% | 4.33% | 0.45 | 0.46 | -0.01 | Analyze |
| RSP | Invesco S&P 500 Equal Weight ETF | Large cap | 04/24/2003 | 2.14% | 363.36% | 304.37% | 58.99% | 3.42% | 0.66 | 0.72 | -0.07 | Analyze |
| VO | Vanguard Mid-Cap ETF | Mid cap | 01/26/2004 | 1.77% | 281.75% | 226.35% | 55.40% | 3.36% | 0.60 | 0.66 | -0.06 | Analyze |
| IWS | iShares Russell Mid-Cap Value ETF | Mid cap | 07/17/2001 | 2.65% | 280.96% | 217.68% | 63.28% | 3.33% | 0.54 | 0.54 | 0.00 | Analyze |
| FTCS | First Trust Capital Strength ETF | Large cap | 07/06/2006 | 1.24% | 232.94% | 186.42% | 46.52% | 3.32% | 0.65 | 0.64 | 0.02 | Analyze |
| IUSG | iShares Core S&P U.S. Growth ETF | Large and mid cap | 07/24/2000 | 1.38% | 219.90% | 164.40% | 55.50% | 2.78% | 0.48 | 0.46 | 0.02 | Analyze |
| PDP | Invesco DWA Momentum Portfolio ETF | Large and mid cap | 03/01/2007 | 0.30% | 194.93% | 158.74% | 36.19% | 2.71% | 0.57 | 0.60 | -0.04 | Analyze |
| FTC | First Trust Large Cap Growth Opportunities AlphaDEX Fund ETF | Large cap | 05/08/2007 | 0.77% | 174.41% | 140.62% | 33.79% | 2.56% | 0.57 | 0.58 | -0.01 | Analyze |
| MOAT | Market Vectors Morningstar Wide Moat ETF | Multi-cap | 04/24/2012 | 0.00% | 172.47% | 151.81% | 20.66% | 2.51% | 0.91 | 0.98 | -0.07 | Analyze |
| FAD | First Trust Multi Cap Growth AlphaDEX ETF | Multi-cap | 05/08/2007 | 0.60% | 172.67% | 142.68% | 29.99% | 2.27% | 0.52 | 0.58 | -0.06 | Analyze |
| SPTM | SPDR Portfolio Total Stock Market ETF | Total market | 10/04/2000 | 1.92% | 211.58% | 174.89% | 36.69% | 1.86% | 0.52 | 0.47 | 0.05 | Analyze |
| VTI | Vanguard Total Stock Market ETF | Total market | 05/24/2001 | 1.82% | 238.96% | 207.41% | 31.55% | 1.65% | 0.57 | 0.53 | 0.03 | Analyze |
| JKD | iShares Morningstar Large Core Index Fund ETF | Large cap | 06/28/2004 | 1.69% | 252.74% | 227.37% | 25.37% | 1.58% | 0.70 | 0.65 | 0.05 | Analyze |
| RFG | Invesco S&P MidCap 400 Pure Growth ETF | Mid cap | 03/01/2006 | 0.48% | 207.48% | 186.00% | 21.48% | 1.49% | 0.51 | 0.63 | -0.12 | Analyze |
| JKG | iShares Morningstar Mid Core Index Fund ETF | Mid cap | 06/28/2004 | 1.44% | 251.28% | 227.37% | 23.91% | 1.49% | 0.57 | 0.65 | -0.08 | Analyze |
| IWO | iShares Russell 2000 Growth ETF | Small cap | 07/24/2000 | 0.73% | 193.41% | 164.40% | 29.01% | 1.45% | 0.37 | 0.46 | -0.09 | Analyze |
| DIA | SPDR Dow Jones Industrial Average ETF | Large cap | 01/13/1998 | 2.33% | 315.78% | 287.51% | 28.27% | 1.26% | 0.58 | 0.54 | 0.04 | Analyze |
| VV | Vanguard Large-Cap ETF | Large cap | 01/27/2004 | 1.77% | 245.82% | 226.35% | 19.47% | 1.18% | 0.67 | 0.66 | 0.01 | Analyze |
| IVW | S&P 500 Growth ETF | Large cap | 05/22/2000 | 1.29% | 193.26% | 172.48% | 20.78% | 1.03% | 0.48 | 0.46 | 0.02 | Analyze |
| CZA | Invesco Mid-Cap Core ETF | Mid cap | 04/02/2007 | 1.78% | 164.06% | 152.63% | 11.43% | 0.86% | 0.53 | 0.60 | -0.07 | Analyze |
| VB | Vanguard Small-Cap ETF | Small cap | 01/26/2004 | 1.48% | 240.27% | 226.35% | 13.92% | 0.85% | 0.52 | 0.66 | -0.14 | Analyze |
| MGC | Vanguard Mega Cap 300 ETF | Mega cap | 12/17/2007 | 1.74% | 152.18% | 141.81% | 10.37% | 0.82% | 0.62 | 0.59 | 0.03 | Analyze |
| SLY | S&P Smallcap 600 ETF | Small cap | 11/08/2005 | 1.77% | 207.79% | 196.92% | 10.87% | 0.74% | 0.53 | 0.65 | -0.13 | Analyze |
| IWV | iShares Russell 3000 ETF | Total market | 05/22/2000 | 1.62% | 186.86% | 172.48% | 14.38% | 0.71% | 0.47 | 0.46 | 0.02 | Analyze |
| SCHX | Schwab U.S. Large-Cap ETF | Large cap | 11/03/2009 | 1.90% | 247.95% | 240.70% | 7.25% | 0.68% | 0.98 | 0.98 | 0.00 | Analyze |
| IYY | iShares Dow Jones U.S. ETF | Total market | 06/12/2000 | 1.74% | 169.72% | 156.52% | 13.20% | 0.66% | 0.45 | 0.47 | -0.01 | Analyze |
| IWL | iShares Russell Top 200 Index Fund ETF | Mega cap | 09/22/2009 | 1.76% | 242.44% | 235.35% | 7.09% | 0.66% | 1.00 | 0.98 | 0.02 | Analyze |
| VIG | Vanguard Dividend Appreciation ETF | Multi-cap | 04/21/2006 | 1.88% | 187.46% | 178.18% | 9.28% | 0.65% | 0.73 | 0.62 | 0.11 | Analyze |
| IWB | iShares Russell 1000 ETF | Large and mid cap | 05/15/2000 | 1.66% | 179.47% | 166.44% | 13.03% | 0.65% | 0.48 | 0.46 | 0.02 | Analyze |
| PKW | Invesco Buyback Achievers ETF | Multi-cap | 12/20/2006 | 1.97% | 163.85% | 155.77% | 8.08% | 0.60% | 0.56 | 0.60 | -0.04 | Analyze |
| SPLG | SPDR Portfolio Large Cap ETF | Large and mid cap | 11/08/2005 | 1.91% | 203.90% | 196.92% | 6.98% | 0.48% | 0.62 | 0.65 | -0.04 | Analyze |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | Total market | 01/20/2004 | 1.86% | 143.80% | 138.73% | 5.07% | 0.31% | 0.99 | 1.00 | -0.01 | Analyze |
| SCHB | U.S Broad Market ETF | Total market | 11/03/2009 | 1.92% | 243.82% | 240.70% | 3.12% | 0.29% | 0.94 | 0.98 | -0.03 | Analyze |
| VOO | Vanguard S&P 500 ETF | Large cap | 09/07/2010 | 1.85% | 222.23% | 220.00% | 2.23% | 0.23% | 1.04 | 1.06 | -0.02 | Analyze |
| IWF | iShares Russell 1000 Growth ETF | Large and mid cap | 05/22/2000 | 0.83% | 176.79% | 172.48% | 4.31% | 0.21% | 0.43 | 0.46 | -0.03 | Analyze |
| EQWL | Invesco Russell Top 200 Equal Weight Portfolio ETF | Mega cap | 12/01/2006 | 2.51% | 162.53% | 159.84% | 2.69% | 0.20% | 0.60 | 0.60 | 0.00 | Analyze |
| VONE | Vanguard Russell 1000 ETF | Large and mid cap | 09/20/2010 | 1.78% | 213.87% | 212.41% | 1.46% | 0.15% | 0.99 | 1.06 | -0.07 | Analyze |
| EZM | WisdomTree MidCap Earnings Fund ETF | Mid cap | 02/23/2007 | 2.06% | 151.97% | 150.21% | 1.76% | 0.13% | 0.46 | 0.59 | -0.13 | Analyze |
| IVV | iShares Core S&P 500 Index Fund ETF | Large cap | 05/15/2000 | 2.00% | 169.03% | 166.44% | 2.59% | 0.13% | 0.47 | 0.46 | 0.01 | Analyze |
| XLG | Invesco S&P 500 Top 50 ETF | Mega cap | 05/04/2005 | 1.47% | 213.72% | 215.33% | -1.61% | -0.11% | 0.69 | 0.66 | 0.03 | Analyze |
| DEF | Invesco Defensive Equity ETF | Large cap | 12/15/2006 | 1.24% | 143.27% | 155.97% | -12.70% | -0.94% | 0.63 | 0.60 | 0.03 | Analyze |
| USMV | iShares MSCI U.S. Minimum Volatility ETF | Large cap | 10/18/2011 | 2.12% | 171.68% | 189.23% | -17.55% | -2.01% | 1.23 | 1.11 | 0.11 | Analyze |
| SPLV | S&P 500 Low Volatility Portfolio ETF | Large cap | 05/05/2011 | 2.63% | 138.37% | 164.30% | -25.93% | -2.82% | 1.00 | 0.90 | 0.10 | Analyze |
| FVD | First Trust VL Dividend ETF | Multi-cap | 08/19/2003 | 2.80% | 190.37% | 270.74% | -80.37% | -4.75% | 0.72 | 0.70 | 0.02 | Analyze |
| TOTAL | 76 |
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