through: Dec 20, 2024

ETF Return Summary: U.S. Equity Index ETFs

ETF Name Assets * 1-Day Rtn Year-To-Date Return 2023 2022 2021

Primary U.S. Equity Index ETFs
IWD iShares Russell 1000 Value $62,723 +1.3%
+14.4%
+11.4% -7.7% +24.9%
IWF iShares Russell 1000 Growth $108,387 +1.1%
+35.0%
+42.6% -29.3% +27.4%
IWM iShares Russell 2000 Index Fund $80,818 +0.9%
+11.9%
+16.8% -20.5% +14.5%
IWR iShares Russell Midcap Index Fund $40,445 +1.5%
+16.3%
+17.1% -17.5% +22.4%
QQQ Nasdaq-100 ETF $333,218 +0.9%
+27.2%
+54.9% -32.6% +27.4%
SPY S&P 500 Index $658,643 +1.2%
+26.0%
+26.2% -18.2% +28.7%
VTI Vanguard Total U.S. Stock Market $475,506 +1.1%
+24.9%
+26.1% -19.5% +25.7%

Smart Beta Sample
CDC VictoryShares US EQ Inc Enh Vol Wtd ETF $788 +1.2%
+14.2%
-5.0% -7.8% +33.0%
CSF VictoryShares US Discov Enh Vol Wtd $43 +0.4%
+13.7%
-7.4% -13.6% +29.3%
FDLO Fidelity Low Volatility Factor ETF $1,327 +1.0%
+17.0%
+16.4% -10.4% +24.0%
FDMO Fidelity Momentum Factor ETF $390 +1.2%
+34.6%
+24.8% -19.3% +22.2%
FQAL Fidelity Quality Factor ETF $1,104 +1.2%
+22.7%
+24.2% -19.7% +32.1%
FTCS First Trust Capital Strength (Low Vol) $8,798 +0.6%
+11.6%
+8.5% -10.2% +26.7%
FVAL Fidelity Value Factor ETF $975 +0.9%
+18.6%
+23.1% -14.4% +30.3%
GSEW Goldman Equal-Weight U.S. $983 +1.4%
+17.6%
+17.8% -17.6% +25.4%
JMOM JP Morgan US Momentum Factor ETF $1,299 +1.3%
+29.9%
+22.9% -20.8% +25.0%
LGLV SPDR SSGRA US Large Cap Low Vol ETF $783 +0.9%
+16.8%
+9.2% -8.2% +28.0%
LRGF iShares EDGE Multifactor USA ETF $2,363 +1.3%
+27.7%
+25.9% -14.8% +25.0%
LVHD Legg Mason Low Vol High Div ETF $550 +1.1%
+10.2%
-1.0% -1.8% +26.9%
MMTM SPDR S&P 1500 Momentum Tilt ETF $143 +1.1%
+30.8%
+22.5% -16.1% +26.3%
MTUM iShares MSCI USA Momentum Factor ETF $13,729 +1.9%
+34.3%
+9.2% -18.3% +13.4%
ONEO SPDR Russell 1000 Momentum ETF $95 +1.1%
+15.8%
+15.6% -12.0% +26.7%
ONEV SPDR Russell 1000 Low Vol Foc ETF $702 +1.0%
+12.3%
+13.3% -8.2% +29.2%
ONEY SPDR Russell 1000 Yield ETF $890 +1.2%
+11.5%
+11.1% -3.6% +37.1%
PDP PowerShares DWA Momentum Portfolio $1,408 +1.6%
+28.7%
+20.9% -24.5% +7.7%
QGRO American Century STOXX US Quality Growth $1,165 +1.3%
+33.7%
+32.4% -24.5% +24.6%
QUAL iShares MSCI USA Quality Factor ETF $50,983 +1.0%
+23.2%
+30.9% -20.5% +26.9%
QUS SPDR MSCI USA StrategicFactors ETF $1,449 +0.8%
+19.7%
+21.8% -14.1% +26.7%
SIZE iShares MSCI USA Size Factor ETF $333 +1.8%
+15.2%
+17.8% -15.9% +25.1%
SMLV SPDR SSGA US Small Cap Low Vol ETF $216 +0.7%
+17.2%
+7.6% -7.7% +27.7%
SMMV iShares Edge MSCI Min Vol USA Sml Cap ETF $318 +0.3%
+18.8%
+5.1% -10.0% +16.6%
SPHQ Invesco S&P 500 Quality ETF $12,257 +1.0%
+26.7%
+24.8% -15.8% +28.0%
SPLV Invesco S&P 500 Low Volatility ETF $7,408 +1.0%
+14.2%
+0.5% -4.9% +24.1%
SPMO Invesco S&P 500 Momentum ETF $3,843 +1.1%
+46.4%
+17.5% -10.5% +22.6%
ULVM VictoryShares USAA MSCI USA Value Mom ETF $154 +1.4%
+20.4%
+10.2% -9.0% +31.1%
USMV iShares MSCI USA Minimum Volatility Index $23,426 +1.0%
+16.6%
+10.3% -9.4% +20.8%
VFMF Vanguard U.S. Multifactor ETF $330 +0.9%
+15.8%
+18.5% -5.7% +30.0%
VFMO Vanguard US Momentum Factor ETF $905 +1.5%
+27.7%
+16.3% -12.8% +19.2%
VFMV Vanguard US Minimum Volatility ETF $153 +0.7%
+17.8%
+8.9% -5.7% +20.7%
VFQY Vanguard U.S. Quality Factor ETF $434 +0.7%
+13.6%
+22.5% -15.7% +28.0%
VFVA Vanguard U.S. Value Factor ETF $800 +1.0%
+7.0%
+17.4% -3.9% +36.9%
VLUE iShares MSCI USA Value Weighted Index Fund $7,243 +1.5%
+7.2%
+14.3% -14.2% +28.9%

U.S. Dividend ETFs
CGDV Capital Group Dividend Value $12,332 +1.3%
+20.6%
+28.8% N/A N/A
DES WisdomTree SmallCap Dividend $2,153 +0.8%
+9.9%
+16.5% -11.0% +26.5%
DGRO iShares Core Dividend Growth ETF $30,773 +1.1%
+16.7%
+10.5% -7.9% +26.6%
DGRW WisdomTree US Quality Dividend Growth $15,097 +0.9%
+17.8%
+18.7% -6.3% +24.5%
DHS WisdomTree U.S. Equity Dividend Income $1,177 +1.1%
+17.9%
-0.2% +7.9% +23.2%
DIV Global X SuperDividend U.S. $644 +0.8%
+10.5%
-1.7% -3.9% +30.6%
DIVB iShares US Dividend & Buyback $591 +1.1%
+18.6%
+13.3% -10.5% +31.3%
DIVO Amplify Enhanced Dividend Inc ETF $3,834 +0.6%
+16.3%
+7.0% -1.5% +22.9%
DLN Wisdomtree U.S. LargeCap Dividend $4,549 +1.2%
+19.9%
+9.9% -3.8% +25.6%
DON WisdomTree U.S. Midcap Dividend Fund $3,925 +1.0%
+14.1%
+14.0% -4.7% +30.3%
DTD WisdomTree U.S. Dividend-Weighted Index $1,384 +1.1%
+18.9%
+10.6% -3.8% +26.2%
DVY iShares DJ Select Dividend Index $20,427 +1.4%
+16.3%
+1.2% +1.8% +31.7%
FDL First Trust Morningstar Dividend Leaders $4,445 +1.5%
+16.8%
+2.9% +6.7% +24.8%
FDVV Fidelity High Dividend ETF $4,318 +1.3%
+21.6%
+18.0% -4.2% +29.3%
FVD First Trust U.S. Value Line Dividend $9,536 +0.7%
+10.2%
+4.1% -5.3% +25.1%
HDV iShares High Dividend Equity $11,134 +1.0%
+13.8%
+1.7% +7.1% +19.4%
KBWD PowerSh KBW Financial Sector High-Dividend $403 +1.7%
+4.1%
+20.2% -19.1% +31.9%
KNG FT Cboe S&P-500 Dividend Aristo Tgt Income $3,554 +0.9%
+6.6%
+7.5% -7.1% +24.7%
NOBL ProShares S&P 500 Dividend Aristocrats $12,245 +0.8%
+7.4%
+8.1% -6.5% +25.5%
PEY PowerShares Dividend Achiever 50 $1,234 +1.3%
+5.4%
+7.3% +2.4% +26.2%
PFM PowerShares U.S. Dividend Achiever Index $725 +0.9%
+17.3%
+11.4% -6.2% +23.1%
QDEF FlexShares Quality Dividend Defensive ETF $416 +0.8%
+21.8%
+17.5% -10.9% +26.1%
QDF FlexShares Quality Dividend Index $1,894 +1.3%
+17.7%
+19.7% -12.1% +26.7%
QDPL Pacer Metaurus US Large Cap DVD 400 $720 +0.7%
+23.4%
+23.6% -16.2% N/A
RDIV RevenueShares Ultra Dividend Fund $827 +1.4%
+15.2%
+4.7% +7.1% +29.1%
RDVI FT Cboe Vest Rising Div Achievers Tgt Inc $1,573 +1.1%
+14.7%
+18.6% N/A N/A
REGL ProShares S&P Midcap Div Aristocrat $1,661 +0.5%
+12.2%
+5.4% -0.6% +20.4%
SCHD Schwab U.S. Dow Jones Dividend 100 $65,538 +1.3%
+11.5%
+4.6% -3.2% +29.9%
SDOG ALPS Sector Dividend Dogs ETF $1,214 +1.5%
+14.8%
+4.2% -0.2% +24.6%
SDVY First Trust SMID Cap Rising Div Achievers $7,862 +1.1%
+11.1%
+28.6% -12.0% +29.1%
SDY SPDR S&P U.S. Dividend Aristocrats $20,906 +0.9%
+8.9%
+2.6% -0.5% +25.4%
SPHD PowerShares S&P 500 High Dividend $3,444 +1.4%
+18.1%
+1.3% +0.6% +25.0%
SPYD SPDR Portfolio 500 High Dividend $6,883 +1.7%
+15.2%
+4.0% -1.1% +32.8%
TBG TBG Dividend Focus ETF $95 +0.9%
+20.1%
N/A N/A N/A
TDIV First Trust NASDAQ Dividend Index $2,956 +0.8%
+24.8%
+36.7% -22.1% +29.5%
TDVG T Rowe Price Dividend Growth ETF $816 +1.0%
+14.0%
+14.0% -10.2% +26.2%
TDVI FT Vest Technology Dividend ETF $50 +0.7%
+22.9%
N/A N/A N/A
TEQI T Rowe Price Equity Income ETF $258 +1.1%
+12.9%
+9.6% -3.3% +26.3%
VIG Vanguard Dividend Appreciation $89,543 +0.9%
+17.4%
+14.5% -9.8% +23.8%
VYM Vanguard High Dividend Yield Index $61,080 +1.1%
+17.2%
+6.6% -0.5% +26.2%
XYLD Global X S&P 500 Covered Call Equity $2,958 +1.8%
+19.2%
+11.1% -12.1% +19.6%

U.S. Growth vs Value
AVUV Avantis U.S. Small Cap Value ETF (Active) $15,911 +0.5%
+8.8%
+22.8% -4.9% +42.2%
CGGR Capital Group Growth $9,524 +0.7%
+33.7%
+42.2% N/A N/A
DEEP Deep Value ETF $31 +0.0%
-4.5%
+22.3% -17.7% +35.6%
DFAT Dimensional US Targeted Value ETF $11,395 +0.7%
+7.4%
+20.8% -6.2% N/A
DFSV Dimensional US Small Cap Value ETF $4,274 +0.6%
+6.4%
+19.2% N/A N/A
FAB First Trust AlphaDEX Multi Cap VAlue $136 +1.0%
+7.0%
+15.8% -6.8% +30.8%
FDG American Century Dynamic Growth $289 +0.9%
+48.6%
+37.2% -35.7% +8.5%
FELG Fidelity Enhncd Lrg Cap Gowth $3,317 +0.9%
+37.1%
N/A N/A N/A
FMAG Fidelity Magellan ETF $175 +0.9%
+29.8%
+31.2% -27.0% N/A
FNK First Trust AlphaDEX Mid Cap Value $223 +1.0%
+5.4%
+21.0% -7.2% +33.6%
FNY First Trust Mid Cap Growth $391 +0.9%
+19.7%
+21.1% -23.8% +13.5%
FTA First Trust AlphaDEX Large Cap Value $1,229 +1.2%
+9.6%
+10.1% -3.7% +29.2%
FTC First Trust Large Cap Growth $1,176 +2.2%
+29.1%
+20.7% -23.3% +24.4%
FTGS First Trust Growth Strength ETF $876 +1.1%
+16.5%
+33.7% N/A N/A
FYC First Trust Small Cap Growth AlphaDEX $486 +1.4%
+26.2%
+14.5% -25.9% +21.6%
FYT First Trust AlphaDEX Small Cap Value $171 +0.5%
+2.7%
+22.9% -14.1% +29.3%
IJJ iShares S&P MidCap 400 Value $8,177 +0.8%
+10.8%
+15.3% -7.1% +30.4%
IJK iShares S&P MidCap 400 Growth $9,766 +0.4%
+16.5%
+17.4% -19.0% +18.7%
IJS iShares S&P SmallCap 600 Value $7,562 +0.8%
+7.6%
+14.7% -11.3% +30.5%
IJT iShares S&P SmallCap 600 Growth $6,821 +0.5%
+10.6%
+17.1% -21.3% +22.4%
ILCG iShares Morningstar U.S. Large Cap Growth $2,524 +1.1%
+34.9%
+40.4% -31.8% +24.3%
ILCV iShares Morningstar U.S. Large Cap Value $1,040 +1.1%
+17.2%
+14.5% -7.0% +26.7%
IMCG iShares Morningstar Mid-Cap Growth $2,570 +1.6%
+20.3%
+20.7% -25.8% +15.4%
IMCV iShares Morningstar Mid-Cap Value ETF $656 +1.6%
+12.4%
+11.9% -7.0% +33.6%
ISCG iShares Morningstar Small-Cap Growth ETF $666 +1.0%
+14.9%
+23.1% -26.7% -1.3%
ISCV iShares Morningstar Small Cap Value $454 +1.0%
+8.9%
+16.6% -10.6% +29.2%
IUSG iShares Core U.S. Growth $21,690 +1.1%
+36.3%
+29.3% -28.8% +31.3%
IUSV iShares Core U.S. Value $19,879 +1.2%
+12.7%
+21.7% -5.4% +25.2%
IVE iShares S&P 500 Value Index Fund $35,911 +1.2%
+12.5%
+22.1% -5.4% +24.7%
IVOG Vanguard S&P Mid-Cap 400 Growth $1,168 +0.3%
+16.6%
+17.4% -19.1% +18.8%
IVOV Vanguard S&P Mid-Cap 400 Value $963 +0.8%
+10.9%
+15.4% -7.2% +30.4%
IVW iShares S&P 500 Growth Index Fund $57,959 +1.1%
+37.5%
+29.8% -29.5% +31.8%
IWN iShares Russell 2000 Value $13,489 +0.9%
+7.6%
+14.6% -14.8% +28.0%
IWO iShares Russell 2000 Growth $13,023 +1.0%
+16.3%
+18.5% -26.3% +2.5%
IWP iShares Russell Midcap Growth $18,121 +1.9%
+24.9%
+25.7% -26.9% +12.6%
IWS iShares Russell Midcap Value $13,967 +1.4%
+13.4%
+12.5% -12.3% +28.1%
IWX iShares Russell Top 200 Value $2,357 +1.1%
+15.0%
+10.5% -5.3% +23.3%
IWY iShares Russell Top 200 Growth $13,373 +1.1%
+36.6%
+46.5% -29.9% +31.1%
JAVA JP Morgan Active Value (VGIIX & HLQVX) $2,465 +1.2%
+16.0%
+10.5% -0.9% N/A
JGRO JP Morgan Active Growth ETF $4,384 +1.1%
+34.6%
+37.7% N/A N/A
JVAL JPMorgan U.S. Value Factor ETF $709 +1.2%
+14.8%
+19.5% -11.6% +31.3%
MDYG SPDR S&P 400 Mid Cap Growth $2,912 +0.4%
+16.6%
+17.3% -18.9% +18.5%
MDYV SPDR S&P 400 Mid Cap Value $3,932 +1.1%
+11.0%
+15.4% -7.2% +30.5%
MGK Vanguard MSCI Mega Cap 300 Growth $25,767 +1.0%
+34.9%
+51.7% -33.6% +28.6%
MGV Vanguard MSCI Mega Cap 300 Value $8,404 +1.1%
+16.7%
+9.2% -1.2% +25.9%
PWB PowerShares Dynamic Large Cap Growth $1,006 +1.3%
+33.4%
+30.6% -25.8% +19.6%
PWV PowerShares Dynamic U.S. Large Cap Value $988 +1.2%
+14.2%
+10.4% -1.2% +29.1%
QGRW WisdomTree U.S. Quality Growth Fund $716 +1.2%
+36.8%
+56.0% N/A N/A
QVAL Alpha Architect Quant Value (Active) $382 +1.4%
+12.2%
+28.4% -11.8% +34.4%
RFG Guggenheim S&P MidCap 400 Pure Growth $337 +0.5%
+18.7%
+16.4% -21.7% +13.7%
RFV Guggenheim S&P Midcap 400 Pure Value $288 +0.8%
+4.1%
+30.3% -4.0% +33.0%
RPG Invesco S&P 500 Pure Growth ETF $1,592 +1.8%
+30.7%
+8.0% -27.6% +29.4%
RPV Invesco S&P 500 Pure Value ETF $2,040 +1.6%
+11.8%
+8.0% -1.3% +34.2%
RZG Guggenheim S&P SmallCap 600 Pure Growth $114 +0.3%
+11.2%
+19.1% -29.0% +21.0%
RZV Guggenheim S&P SmallCap 600 Pure Value $269 +0.4%
+4.5%
+23.0% -6.8% +46.0%
SCHG Schwab Dow Jones U.S. LgCap Growth (SWLGX) $38,458 +1.1%
+37.0%
+50.1% -31.8% +28.1%
SCHV Schwab Dow Jones U.S. Large Cap Value $11,878 +1.1%
+14.2%
+9.0% -7.6% +25.6%
SLYG SPDR S&P 600 Small Cap Growth $3,868 +0.3%
+10.3%
+17.3% -21.3% +22.4%
SLYV SPDR S&P 600 Small Cap Value $4,220 +0.8%
+7.5%
+14.8% -11.1% +30.6%
SPGP Invesco S&P 500 GARP ETF $4,113 +1.2%
+8.1%
+20.3% -13.8% +35.7%
SPYG SPDR Portfolio S&P 500 Growth $35,349 +1.1%
+37.6%
+30.0% -29.4% +32.0%
SPYV SPDR Portfolio S&P 500 Value $25,038 +1.3%
+12.8%
+22.2% -5.3% +24.9%
TCHP T Rowe Price Blue Chip Growth ETF (TRBCX) $984 +1.0%
+38.1%
+50.1% -37.8% +18.1%
TGRW T Rowe Price Growth Stock ETF (PRGFX) $275 +1.0%
+31.9%
+48.9% -38.4% +15.0%
VBK Vanguard U.S. Small Cap Growth $22,309 +1.1%
+17.9%
+21.4% -28.4% +5.7%
VBR Vanguard U.S. SmallCap Value $32,514 +1.1%
+12.6%
+16.0% -9.4% +28.1%
VIOG Vanguard S&P 500 Small Cap Growth $1,071 +0.4%
+10.5%
+16.9% -21.1% +22.5%
VIOV Vanguard S&P Small Cap 600 Value $1,496 +0.9%
+7.6%
+15.0% -11.4% +30.6%
VOE Vanguard CRSP U.S. Midcap Value $17,922 +1.5%
+14.4%
+9.9% -8.0% +28.8%
VONG Vanguard Russell 1000 Growth ETF $25,836 +1.1%
+35.2%
+42.7% -29.2% +27.6%
VONV Vanguard Russell 1000 Value $9,958 +1.3%
+14.6%
+11.4% -7.7% +25.3%
VOOG Vanguard S&P 500 Growth $15,265 +1.2%
+37.6%
+30.0% -29.5% +31.9%
VOOV Vanguard S&P 500 Value $5,325 +1.1%
+12.7%
+22.2% -5.4% +24.8%
VOT Vanguard CRSP U.S. Midcap Growth $17,185 +1.9%
+19.0%
+23.1% -28.9% +20.5%
VTV Vanguard U.S. LargeCap Value $130,804 +1.2%
+16.0%
+9.3% -2.1% +26.5%
VTWG Vanguard Russell 2000 Growth ETF $1,068 +1.0%
+16.3%
+18.9% -26.5% +2.9%
VTWV Vanguard Russell 2000 Value ETF $861 +0.9%
+7.9%
+14.7% -14.5% +27.9%
VUG Vanguard U.S. LargeCap Growth (VIGRX) $165,979 +1.1%
+34.9%
+46.8% -33.2% +27.3%
XMVM Invesco S&P Midcap Value With Momentum $274 +0.6%
+11.2%
+16.3% -8.2% +35.2%
XSVM Invesco S&P SmallCap Value - Momentum ETF $850 +0.4%
+2.4%
+20.2% -13.6% +56.4%

U.S. Large Cap
BBUS JPMorgan BetaBuilders U.S. Equity ETF $4,364 +1.1%
+26.0%
+27.2% -19.5% +27.1%
BELT Blackrock LT US Concentrated Equity $11 -0.4%
-0.9%
N/A N/A N/A
CGUS Capital Group Core Equity ETF $4,347 +1.0%
+25.6%
+27.7% N/A N/A
COWZ Pacer US Cash Cows 100 ETF $25,968 +1.3%
+10.8%
+14.7% +0.2% +42.6%
DIA SPDR Dow Jones Industrial Average $38,959 +1.2%
+15.6%
+16.0% -7.0% +20.8%
DSTL Distillate US Fdmtl Stability & Value ETF $2,059 +1.3%
+13.4%
+22.7% -10.6% +28.9%
EDOW First Trust Dow 30 Equal Weight ETF $228 +0.9%
+14.0%
+15.5% -7.5% +18.8%
EPS WidomTree Earnings 500 ETF $1,073 +1.1%
+24.9%
+22.8% -15.8% +27.5%
FEX First Trust AlphaDEX Large Cap Core $1,318 +1.4%
+17.8%
+14.3% -11.9% +26.8%
FFLC Fidelity Fundamental Large Cap Core Eq $699 +0.9%
+28.6%
+25.1% +0.0% +24.6%
FNDB Schwab Fundamental Broad Market $893 +1.0%
+16.5%
+18.4% -7.5% +31.5%
FNDX Schwab Fundamental U.S. LgCap $17,667 +1.0%
+17.0%
+18.2% -6.9% +31.7%
GSLC Goldman Sachs ActiveBeta U.S. Large Cap $13,641 +1.2%
+25.5%
+25.1% -18.7% +27.2%
ILCB iShares Morningstar U.S. Large Core $1,254 +1.2%
+26.2%
+26.9% -19.5% +24.1%
ITOT iShares Core S&P Total US Market $66,192 +1.2%
+24.9%
+26.1% -19.5% +25.7%
IVV iShares Core S&P 500 ETF $570,019 +1.1%
+25.9%
+26.3% -18.2% +28.8%
IWB iShares Russell 1000 Index Fund $39,937 +1.1%
+25.4%
+26.4% -19.2% +26.3%
IWL iShares Russell Top 200 $1,708 +1.0%
+28.3%
+29.8% -19.9% +27.8%
IWV iShares Russell 3000 Index Fund $16,038 +1.1%
+24.6%
+25.8% -19.3% +25.5%
IYY iShares DJ U.S. Index Fund $2,359 +1.1%
+25.2%
+26.5% -19.6% +26.4%
JEPQ JPMorgan NASDAQ Equity Premium $20,592 +0.7%
+25.7%
+36.3% N/A N/A
JPEF JPMorgan Equity Focus ETF $1,101 +1.1%
+28.8%
N/A N/A N/A
JQUA JP Morgan US Quality Factor $5,401 +1.1%
+22.2%
+25.1% -13.5% +28.7%
MGC Vanguard MSCI Mega Cap 300 $6,671 +1.1%
+28.3%
+29.8% -20.0% +27.6%
OEF iShares S&P U.S. 100 Index $14,933 +1.0%
+31.8%
+32.7% -21.0% +29.2%
PRF FTSE RAFI US 1000 Portfolio (FNDX) $7,578 +1.1%
+16.9%
+15.7% -7.8% +31.1%
RWL RevenueShares U.S. Large Cap Fund $4,251 +1.2%
+17.0%
+17.4% -6.0% +30.3%
SCHB Schwab Dow Jones U.S. Broad Market $33,532 +1.1%
+25.0%
+26.2% -19.4% +25.8%
SCHX Schwab Dow Jones U.S. Large-Cap (SNXFX) $53,209 +1.2%
+26.1%
+26.9% -19.4% +26.8%
SPLG SPDR Portfolio Large Cap $54,869 +1.1%
+26.0%
+26.2% -18.1% +28.8%
SPTM SPDR Portfolio S&P 1500 Comp Stock Mkt ETF $10,011 +1.1%
+24.9%
+25.5% -17.8% +28.6%
TCAF T Rowe Price Capital Appreciation ETF $3,118 +1.2%
+21.9%
N/A N/A N/A
TOPT iShares Top 20 US Stocks ETF $89 +0.8%
+6.0%
N/A N/A N/A
TSPA T Rowe Price US Research ETF (PRCOX) $1,060 +1.1%
+27.2%
+30.0% -18.7% N/A
VFLO VictoryShares Free Cash Flow ETF $1,584 +1.3%
+21.1%
N/A N/A N/A
VONE Vanguard Russell 1000 $5,527 +1.0%
+25.5%
+26.4% -19.1% +26.5%
VOO Vanguard S&P 500 $594,786 +1.1%
+26.0%
+26.3% -18.2% +28.8%
VV Vanguard MSCI U.S. Large Cap $40,455 +1.2%
+26.5%
+27.2% -19.9% +27.4%
XLG Invesco S&P 500 Top 50 $7,882 +1.0%
+34.9%
+38.2% -24.3% +30.8%

U.S. Small & Midcap

CALF Pacer US Small Cap Cash Cows 100 ETF $8,780 -0.2%
-7.0%
+35.4% -15.2% +40.7%
CZA Guggenheim Mid-Cap Core ETF $203 +1.0%
+12.7%
+7.0% -5.9% +27.4%
EES WisdomTree SmallCap Earnings Fund $679 +0.3%
+9.4%
+18.5% -16.2% +34.4%
ESML iShares ESG Aware MSCI USA Small-Cap ETF $1,983 +0.9%
+12.7%
+17.3% -17.3% +19.3%
EZM WisdomTree Midcap Earnings Fund $830 +1.3%
+10.5%
+19.7% -12.2% +31.0%
FDM First Trust DJ Select MicroCap $187 +0.3%
+12.2%
+12.7% -11.6% +35.1%
FFSM Fidelity Fundamental Small-Mid Cap ETF $109 +0.7%
+14.5%
+17.3% -16.3% N/A
FNDA Schwab Fundamental U.S. Small Cap $9,658 +0.8%
+9.3%
+20.3% -14.8% +31.1%
FNX First Trust AlphaDEX Mid Cap Core $1,295 +1.1%
+12.4%
+20.4% -13.6% +25.0%
FSMD Fidelity Small-Mid Multifactor ETF $655 +0.7%
+15.9%
+17.4% -11.1% +26.4%
FYX First Trust AlphaDEX Small Cap Core $1,006 +0.6%
+12.6%
+18.3% -18.4% +27.4%
GRPM Invesco S&P MidCap 400 GARP ETF $600 +0.2%
+15.2%
+18.8% -11.6% +26.4%
GSC GS Small Cap Core $152 +0.7%
+14.3%
N/A N/A N/A
IJH iShares Core S&P MidCap 400 Index $99,076 +0.7%
+14.0%
+16.4% -13.1% +24.7%
IJR iShares Core S&P SmallCap 600 Index $92,774 +0.6%
+9.2%
+16.1% -16.2% +26.6%
IMCB iShares Morningstar Mid-Cap ETF $1,040 +1.5%
+16.3%
+16.4% -16.1% +22.8%
IVOO Vanguard S&P Mid-Cap 400 $2,505 +0.6%
+13.9%
+16.4% -13.2% +24.6%
IWC iShares Russell Microcap Index $994 +1.5%
+13.1%
+9.0% -21.9% +18.7%
JMEE JPM Small & Midcap Enhanced Eqt $1,643 +0.8%
+15.0%
+18.1% N/A N/A
JPME JPMorgan Diversified Ret US Mid Cap $429 +1.2%
+13.8%
+11.3% -10.1% +28.9%
JSMD Janus Small Mid Cap Growth $431 +0.7%
+16.2%
+26.8% -22.8% +8.4%
MDY S&P MidCap 400 SPDRs $25,428 +0.7%
+13.8%
+16.1% -13.3% +24.5%
NUMG Nuveen ESG Mid-Cap Growth ETF $450 +1.8%
+15.2%
+20.5% -28.3% +12.6%
NUSC Nuveen ESG Small-Cap ETF $1,295 +1.0%
+9.0%
+15.7% -17.7% +17.6%
PRFZ PowerSh RAFI US 1500 Sml-Midcap $2,702 +1.0%
+13.3%
+20.2% -16.3% +28.3%
QQQJ Invesco NASDAQ Next Gen 100 $686 +1.4%
+17.0%
+13.7% -28.2% +9.8%
RSP S&P 500 Equal Weight $73,697 +1.4%
+13.3%
+13.7% -11.6% +29.4%
RYLD Russell 2000 Covered Call ETF $1,486 +1.4%
+9.5%
+0.3% -13.1% +22.1%
SCHA Schwab Dow Jones U.S. Small-Cap $19,252 +1.0%
+11.8%
+18.5% -19.8% +16.5%
SCHM Schwab Dow Jones U.S. Mid-Cap $11,753 +0.9%
+12.4%
+16.7% -17.1% +19.3%
SMDV ProShares Russell 2000 Dividend Grwth $757 +0.4%
+8.1%
+9.0% -5.9% +19.0%
SMLF iShares Edge MSCI Multifct SmCp $1,506 +1.3%
+17.6%
+20.0% -12.2% +26.5%
SMMD Shares Russell 2500 ETF $1,398 +1.0%
+12.5%
+17.7% -18.5% +18.3%
SPMD SPDR Portfolio Mid Cap ETF $12,487 +0.7%
+14.0%
+16.5% -13.1% +24.8%
SPSM SPDR Portfolio Small Cap ETF $13,158 +0.6%
+9.1%
+16.1% -16.1% +26.7%
VB Vanguard U.S. Small Cap $69,830 +1.2%
+14.9%
+18.2% -17.5% +17.6%
VIOO Vanguard S&P Small Cap 600 $3,277 +0.6%
+9.2%
+16.2% -16.3% +26.7%
VO Vanguard CRSP U.S. Mid Cap $78,462 +1.6%
+16.5%
+16.0% -18.7% +24.7%
VTWO Vanguard Russell 2000 $12,838 +0.9%
+12.0%
+17.1% -20.5% +14.8%
VXF Vanguard Extended Market ETF $22,599 +1.4%
+18.4%
+25.5% -26.5% +12.3%
XMHQ Invesco S&P MidCap Quality ETF $6,337 +0.4%
+18.1%
+29.5% -12.4% +21.0%
XMLV PowerShares S&P MidCap Low Volatility $824 +1.1%
+17.1%
+1.8% -6.6% +23.0%
XMMO Invesco S&P Midcap Momentum ETF $4,289 +0.8%
+39.1%
+20.4% -16.0% +16.7%
XSLV PowerShares S&P SmallCap Low Volatility $321 +0.1%
+9.9%
+1.3% -11.9% +29.3%
XSMO Invesco S&P SmallCap Momentum ETF $1,467 +0.5%
+17.9%
+21.5% -15.5% +19.2%

Other U.S. Equity ETFs
AIVL WisdomTree U.S. AI Enhanced Value Fund $398 +1.2%
+13.7%
+7.2% -7.3% +24.3%
AVUS Avantis U.S. Equity ETF (Active) $7,982 +1.0%
+21.1%
+21.8% -13.8% +28.7%
BBH Market Vectors Biotech 25 ETF $412 +1.3%
-4.1%
+3.9% -15.2% +11.8%
BFOR Barrons 400 ETF $157 +0.9%
+18.5%
+18.2% -15.9% +30.7%
BIBL Inspire 100 ETF $334 +1.3%
+13.4%
+17.9% -23.3% +27.7%
BIZD VanEck Vectors BDC Income ETF $1,322 +0.8%
+13.3%
+27.1% -8.6% +36.2%
BMVP Invesco Bloomberg MVP Multi-factor ETF $105 +1.0%
+18.0%
+19.0% -16.0% +19.4%
BUZZ Van Eck Vectors Social Media Sentiment ETF $64 +1.9%
+37.4%
+54.6% -47.7% N/A
CAPE Doubleline Shiller CAPE U.S. Equities ETF $388 +1.0%
+15.2%
+27.6% N/A N/A
CDL VictoryShares US LgCp Hi Div Vol Wtd ETF $345 +1.2%
+15.3%
+3.0% -0.4% +33.4%
CFA VictoryShares US 500 Volatility Wtd ETF $549 +1.1%
+16.0%
+11.9% -11.4% +26.1%
CFO Victory CEMP US 500 Enhanced Vol Wtd ETF $445 +0.9%
+16.0%
-3.6% -14.4% +26.0%
CNEQ Alger Concentrated Growth Equity $17 +0.8%
+30.5%
N/A N/A N/A
CSD Guggenheim Spin-Off ETF $70 +2.0%
+29.2%
+23.8% -15.0% +13.0%
CSM ProShares Credit Suisse 130-30 Large Cap $478 +1.0%
+23.0%
+23.5% -18.3% +33.1%
DFAC Dimensional US Core Equity 2 ETF $33,402 +1.0%
+20.4%
+22.0% -14.9% N/A
DFAU Dimensional US Core Equity ETF (Active) $7,157 +1.1%
+24.2%
+24.8% -17.0% +26.9%
DFUS Dimensional U.S. Equity ETF $13,150 +1.2%
+25.5%
+26.4% -18.3% N/A
DGRS WisdomTree US SmallCap Qual Div Growth $475 +0.2%
+10.3%
+21.1% -13.1% +23.1%
DOGG FT Vest DJIA Dogs 10 Target $33 +0.7%
-2.5%
N/A N/A N/A
DSI iShares MSCI KLD 400 Social ETF $4,963 +1.0%
+23.8%
+28.5% -21.7% +31.3%
DUSA Davis Select US Equity ETF $595 +1.0%
+20.1%
+34.2% -19.6% +17.7%
DWAS PowerShares DWA SmallCap Technical Ldrs $1,062 +1.1%
+11.4%
+16.9% -18.5% +19.8%
EQAL PowerShares Russell 1000 Equal Weight $646 +1.2%
+11.5%
+12.0% -13.5% +23.1%
EQL ALPS Equal Sector Weight $412 +1.0%
+16.7%
+16.9% -10.7% +29.3%
EQWL Invesco S&P 100 Equal Weight $956 +0.8%
+19.0%
+19.5% -11.5% +28.3%
ESGU iShares ESG MSCI USA ETF $13,743 +1.2%
+25.4%
+25.8% -20.3% +26.9%
ESGV Vanguard ESG US Stock ETF $10,411 +1.2%
+26.0%
+30.8% -24.0% +26.6%
EUSA iShares MSCI USA Equal Weighted ETF $1,049 +1.5%
+15.5%
+17.7% -17.1% +25.6%
FAD First Trust Multi Cap Growth AlphaDEX ETF $227 +1.4%
+25.8%
+19.1% -24.1% +21.2%
FBCG Fidelity Blue Chip Growth ETF (FBGRX) $2,957 +1.6%
+41.7%
+58.0% -39.1% +21.3%
FDRR Fidelity Dividend ETF for Rising Rates $567 +1.1%
+20.4%
+13.7% -9.7% +26.1%
FFLG Fidelity Fundamental Large Cap Growth ETF $370 +1.2%
+34.5%
+49.7% -38.8% N/A
FLQL Franklin LibertyQ US Equity ETF $1,524 +1.0%
+25.5%
+23.6% -14.8% +26.6%
FPX First Trust IPO-100 US Index Fund $828 +2.9%
+28.7%
+22.3% -35.1% +3.7%
FTLS First Trust Long-Short Equity $1,714 +0.4%
+19.4%
+16.9% -5.6% +19.7%
FV First Trust Dorsey Wright Focus 5 ETF $4,012 +1.3%
+16.4%
+11.3% -3.9% +21.6%
FVC First Trust Dorsey Wright Dynamic Focus 5 $146 +1.0%
+13.3%
-4.6% -6.0% +21.9%
GARP iShares MSCI USA Quality GARP $203 +1.0%
+38.5%
+42.9% -26.7% +28.0%
GSSC Goldman Sachs ActiveBeta US Small Cap $553 +0.5%
+11.5%
+17.3% -16.8% +24.1%
GVIP Goldman Sachs Hedge Industry VIP ETF $324 +1.1%
+30.8%
+39.1% -31.9% +11.9%
HTUS Hull Tactical US ETF $73 +1.2%
+26.4%
+30.1% -11.2% +24.3%
INFL Horizon Kinetics Infl Benefic $1,083 +0.9%
+21.7%
+1.6% +2.6% N/A
IPKW PowerShares Intl BuyBack Achievers $94 -0.2%
+8.9%
+15.1% -12.8% +11.5%
IPO Renaissance IPO ETF $163 +2.0%
+18.2%
+52.5% -57.3% -10.3%
JHML John Hancock Multifactor Large Cap ETF $999 +1.2%
+20.8%
+21.1% -15.9% +26.9%
JPUS JPMorgan Diversified Return US Eq ETF $454 +1.0%
+13.8%
+11.0% -8.5% +29.1%
MILN Global X Milennials Thematic ETF $129 +0.7%
+29.2%
+36.3% -38.6% +14.0%
MOAT Market Vectors Morningstar Wide Moat ETF $15,989 +1.2%
+11.8%
+31.9% -13.6% +24.1%
NETZ Engine 1 Transform Climate $318 +1.2%
+30.1%
+20.8% N/A N/A
OMFL Invesco Russell 1000 Multifactor ETF $5,347 +0.9%
+8.2%
+21.5% -14.0% +29.0%
ONEQ Fidelity Nasdaq Composite $7,785 +1.1%
+31.3%
+45.7% -32.1% +22.1%
OUSA ALPS OShares U.S. Quality Dividend ETF $810 +1.0%
+17.9%
+13.4% -9.3% +23.7%
PKW PowerShares Buyback Achievers $1,273 +1.4%
+18.3%
+17.2% -10.2% +32.6%
POWA Invesco Bloomberg Pricing Power ETF $195 +0.8%
+14.4%
+10.6% -7.7% +24.9%
PSP PowerShares Global Listed Private Equity $291 +0.7%
+16.4%
+37.8% -37.4% +27.4%
QQEW First Trust NASDAQ Equal-Weighted Index $1,968 +1.1%
+8.3%
+33.3% -24.6% +17.7%
QQQE Direxion NASDAQ-100 Equal Wtd ETF $1,333 +1.0%
+8.3%
+33.8% -24.5% +18.0%
QQQI NEOS Nasdaq-100 High Income ETF (Active) $709 +0.7%
+20.3%
N/A N/A N/A
QQQM Invesco NASDAQ 100 ETF (Mini) $39,934 +0.9%
+27.3%
+55.0% -32.5% +27.4%
QYLD NASDAQ 100 Covered Call ETF $8,475 +1.5%
+19.3%
+22.7% -19.1% +10.4%
QYLG Global X NASDAQ 100 Covered Call & Growth $113 +1.5%
+23.1%
+38.7% -26.3% +18.3%
RDVY First Trust Rising Dividend Achievers $12,998 +1.1%
+16.7%
+20.4% -13.3% +31.1%
RWJ RevenueShares U.S. Small Cap $1,828 +0.2%
+11.3%
+16.2% -11.0% +52.8%
RWK RevenueShares U.S. Mid Cap Fund $921 +0.6%
+11.7%
+23.8% -8.2% +34.3%
SCHK Schwab 1000 ETF $4,114 +1.2%
+25.5%
+26.6% -19.5% +26.2%
SECT Main Sector Rotation ETF $2,051 +1.2%
+19.9%
+21.1% -12.8% +28.9%
SHE SPDR Gender Diversity ETF $256 +0.9%
+24.3%
+22.4% -21.7% +15.2%
SPHB PowerShares S&P 500 High Beta Index $407 +1.8%
+9.9%
+33.3% -20.6% +40.6%
SPXT ProShares S&P 500 Ex-Technology $171 +0.7%
+20.6%
+16.3% -14.2% +26.4%
SPYI NEOS S&P 500 High Income ETF (Active) $2,578 +1.0%
+19.9%
+18.1% N/A N/A
SPYX SPDR S&P 500 Fossil Fuel Free ETF $2,126 +1.2%
+26.7%
+26.4% -19.6% +28.1%
SSUS Day Hagan NDR Smart Sector ETF (Active) $635 +1.1%
+19.8%
+18.2% -17.6% +28.0%
SUSA iShares MSCI USA ESG Select ETF $3,862 +1.4%
+23.6%
+23.9% -21.4% +30.4%
SUSL iShares ESG MSCI USA Leaders ETF $1,019 +1.3%
+24.8%
+29.1% -20.2% +31.5%
SYLD Cambria Shareholder Yield ETF $1,271 +0.4%
+3.1%
+16.5% -6.1% +48.3%
TILT FlexShares Morningstar US Factor Tilt $1,790 +1.0%
+20.6%
+24.7% -17.2% +27.6%
TMFC Motley Fool 100 Index ETF $1,245 +0.8%
+36.5%
+47.0% -30.9% +25.3%
UPGD Invesco Bloomberg Analyst Rating Improvers $113 +0.8%
+14.4%
+15.6% -13.2% +24.1%
USMF Wisdomtree US Multifactor $372 +1.3%
+21.0%
+13.5% -8.8% +21.2%
VMOT Alpha Architect Value Momo Trend (Active) $22 +1.2%
+12.5%
-0.7% -7.0% +3.5%
VTHR Vanguard Russell 3000 $3,294 +1.2%
+24.7%
+25.9% -19.2% +25.5%
XNTK SPDR NYSE Technology $908 +0.8%
+25.7%
+70.1% -41.1% +17.6%
XRLV PowerShares S&P 500 ex-Rate Senstv Low Vol $41 +0.9%
+14.4%
+0.1% -4.8% +27.4%
XYLG Global X SP500 Covered Call & Growth $65 +1.3%
+22.3%
+18.1% -15.5% +23.8%
All returns are Total Return: calculated using market prices and include any dividends
* Total Net Assets (million) as of end Dec-2024
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