through: Nov 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 $59,833 +0.3%
+19.0%
+11.4% -7.7% +24.9%
IWF iShares Russell 1000 Growth (SWLGX) $97,398 -0.2%
+30.1%
+42.6% -29.3% +27.4%
IWM iShares Russell 2000 Index Fund $67,852 +0.1%
+16.1%
+16.8% -20.5% +14.5%
IWR iShares Russell Midcap Index Fund $36,196 +0.6%
+19.9%
+17.1% -17.5% +22.4%
QQQ PowerShares Nasdaq-100 Index $288,091 -0.1%
+23.4%
+54.9% -32.6% +27.4%
SPY SPDR S&P 500 Index $578,732 +0.0%
+25.4%
+26.2% -18.2% +28.7%
VTI Vanguard Total U.S. Stock Market $436,264 +0.1%
+24.8%
+26.1% -19.5% +25.7%

Smart Beta Sample
CDC VictoryShares US EQ Inc Enh Vol Wtd ETF $833 +0.3%
+19.6%
-5.0% -7.8% +33.0%
CSF VictoryShares US Discov Enh Vol Wtd $40 +0.1%
+17.9%
-7.4% -13.6% +29.3%
FDLO Fidelity Low Volatility Factor ETF $1,251 +0.2%
+17.2%
+16.4% -10.4% +24.0%
FDMO Fidelity Momentum Factor ETF $310 +0.1%
+34.3%
+24.8% -19.3% +22.2%
FQAL Fidelity Quality Factor ETF $1,050 +0.3%
+23.3%
+24.2% -19.7% +32.1%
FTCS First Trust Capital Strength (Low Vol) $8,872 +0.4%
+14.9%
+8.5% -10.2% +26.7%
FVAL Fidelity Value Factor ETF $883 -0.3%
+19.5%
+23.1% -14.4% +30.3%
GSEW Goldman Sachs Equal Weight US Large Cap $864 +0.3%
+20.9%
+17.8% -17.6% +25.4%
JMOM JP Morgan US Momentum Factor ETF $1,149 +0.2%
+31.7%
+22.9% -20.8% +25.0%
LGLV SPDR SSGRA US Large Cap Low Vol ETF $822 +0.3%
+20.5%
+9.2% -8.2% +28.0%
LRGF iShares EDGE Multifactor USA ETF $2,151 +0.2%
+27.7%
+25.9% -14.8% +25.0%
LVHD Legg Mason Low Vol High Div ETF $582 +0.4%
+14.2%
-1.0% -1.8% +26.9%
MMTM SPDR S&P 1500 Momentum Tilt ETF $115 -0.1%
+30.7%
+22.5% -16.1% +26.3%
MTUM iShares MSCI USA Momentum Factor ETF $10,112 +0.3%
+35.4%
+9.2% -18.3% +13.4%
ONEO SPDR Russell 1000 Momentum ETF $97 +0.5%
+19.4%
+15.6% -12.0% +26.7%
ONEV SPDR Russell 1000 Low Vol Foc ETF $697 +0.4%
+15.7%
+13.3% -8.2% +29.2%
ONEY SPDR Russell 1000 Yield ETF $855 +0.2%
+15.6%
+11.1% -3.6% +37.1%
PDP PowerShares DWA Momentum Portfolio $1,279 +0.3%
+31.8%
+20.9% -24.5% +7.7%
QGRO American Century STOXX US Quality Growth $897 +0.4%
+31.7%
+32.4% -24.5% +24.6%
QUAL iShares MSCI USA Quality Factor ETF $49,216 +0.3%
+23.8%
+30.9% -20.5% +26.9%
QUS SPDR MSCI USA StrategicFactors ETF $1,401 +0.3%
+21.6%
+21.8% -14.1% +26.7%
SIZE iShares MSCI USA Size Factor ETF $325 +0.6%
+18.1%
+17.8% -15.9% +25.1%
SMLV SPDR SSGA US Small Cap Low Vol ETF $192 -0.2%
+22.2%
+7.6% -7.7% +27.7%
SMMV iShares Edge MSCI Min Vol USA Sml Cap ETF $320 +0.5%
+21.8%
+5.1% -10.0% +16.6%
SPHQ Invesco S&P 500 Quality ETF $11,295 +0.0%
+25.3%
+24.8% -15.8% +28.0%
SPLV Invesco S&P 500 Low Volatility ETF $7,430 +0.2%
+18.5%
+0.5% -4.9% +24.1%
SPMO Invesco S&P 500 Momentum ETF $2,559 +0.2%
+45.2%
+17.5% -10.5% +22.6%
ULVM VictoryShares USAA MSCI USA Value Mom ETF $165 +0.3%
+26.2%
+10.2% -9.0% +31.1%
USMV iShares MSCI USA Minimum Volatility Index $24,144 +0.7%
+19.3%
+10.3% -9.4% +20.8%
VFMF Vanguard U.S. Multifactor ETF $295 +0.1%
+19.8%
+18.5% -5.7% +30.0%
VFMO Vanguard US Momentum Factor ETF $662 +0.1%
+32.0%
+16.3% -12.8% +19.2%
VFMV Vanguard US Minimum Volatility ETF $139 +0.5%
+20.3%
+8.9% -5.7% +20.7%
VFQY Vanguard U.S. Quality Factor ETF $393 -0.3%
+14.5%
+22.5% -15.7% +28.0%
VFVA Vanguard U.S. Value Factor ETF $777 +0.1%
+12.7%
+17.4% -3.9% +36.9%
VLUE iShares MSCI USA Value Weighted Index Fund $7,025 +0.3%
+12.3%
+14.3% -14.2% +28.9%

U.S. Dividend ETFs
CGDV Capital Group Dividend Value $11,292 +0.4%
+22.6%
+28.8% N/A N/A
DES WisdomTree SmallCap Dividend $2,014 -0.1%
+14.7%
+16.5% -11.0% +26.5%
DGRO iShares Core Dividend Growth ETF $29,795 +0.1%
+19.1%
+10.5% -7.9% +26.6%
DGRW WisdomTree US Quality Dividend Growth $14,525 +0.0%
+20.0%
+18.7% -6.3% +24.5%
DHS WisdomTree U.S. Equity Dividend Income $1,152 +0.3%
+22.9%
-0.2% +7.9% +23.2%
DIV Global X SuperDividend U.S. $646 +0.2%
+15.0%
-1.7% -3.9% +30.6%
DIVB iShares US Dividend & Buyback $519 +0.2%
+22.9%
+13.3% -10.5% +31.3%
DIVO Amplify Enhanced Dividend Inc ETF $3,601 +0.0%
+18.6%
+7.0% -1.5% +22.9%
DLN Wisdomtree U.S. LargeCap Dividend $4,287 +0.0%
+22.7%
+9.9% -3.8% +25.6%
DON WisdomTree U.S. Midcap Dividend Fund $3,714 +0.4%
+19.1%
+14.0% -4.7% +30.3%
DTD WisdomTree U.S. Dividend-Weighted Index $1,329 +0.1%
+22.0%
+10.6% -3.8% +26.2%
DVY iShares DJ Select Dividend Index $19,885 +0.3%
+21.9%
+1.2% +1.8% +31.7%
FDL First Trust Morningstar Dividend Leaders $4,383 +0.4%
+21.7%
+2.9% +6.7% +24.8%
FDVV Fidelity High Dividend ETF $3,702 -0.1%
+25.0%
+18.0% -4.2% +29.3%
FVD First Trust U.S. Value Line Dividend $9,653 +0.1%
+13.8%
+4.1% -5.3% +25.1%
HDV iShares High Dividend Equity $11,186 +0.6%
+19.6%
+1.7% +7.1% +19.4%
KBWD PowerSh KBW Financial Sector High-Dividend $383 -0.5%
+6.1%
+20.2% -19.1% +31.9%
KNG FT Cboe S&P-500 Dividend Aristo Tgt Income $3,395 +0.1%
+10.7%
+7.5% -7.1% +24.7%
NOBL ProShares S&P 500 Dividend Aristocrats $12,463 +0.2%
+12.0%
+8.1% -6.5% +25.5%
PEY PowerShares Dividend Achiever 50 $1,220 +0.2%
+9.0%
+7.3% +2.4% +26.2%
PFM PowerShares U.S. Dividend Achiever Index $716 +0.1%
+18.9%
+11.4% -6.2% +23.1%
QDEF FlexShares Quality Dividend Defensive ETF $406 +0.1%
+23.2%
+17.5% -10.9% +26.1%
QDF FlexShares Quality Dividend Index $1,856 +0.0%
+18.2%
+19.7% -12.1% +26.7%
QDPL Pacer Metaurus US Large Cap DVD 400 $535 -0.1%
+23.3%
+23.6% -16.2% N/A
RDIV RevenueShares Ultra Dividend Fund $809 +0.3%
+20.7%
+4.7% +7.1% +29.1%
RDVI FT Cboe Vest Rising Div Achievers Tgt Inc $1,370 +0.9%
+19.9%
+18.6% N/A N/A
REGL ProShares S&P Midcap Div Aristocrat $1,575 +0.7%
+17.6%
+5.4% -0.6% +20.4%
SCHD Schwab U.S. Dow Jones Dividend 100 $61,992 +0.2%
+16.3%
+4.6% -3.2% +29.9%
SDOG ALPS Sector Dividend Dogs ETF $1,228 +0.2%
+19.2%
+4.2% -0.2% +24.6%
SDVY First Trust SMID Cap Rising Div Achievers $6,128 +0.5%
+18.0%
+28.6% -12.0% +29.1%
SDY SPDR S&P U.S. Dividend Aristocrats $21,252 -0.1%
+13.7%
+2.6% -0.5% +25.4%
SPHD PowerShares S&P 500 High Dividend $3,439 +0.4%
+22.5%
+1.3% +0.6% +25.0%
SPYD SPDR Portfolio 500 High Dividend $6,723 +0.2%
+20.8%
+4.0% -1.1% +32.8%
TBG TBG Dividend Focus ETF $82 +0.3%
+23.6%
N/A N/A N/A
TDIV First Trust NASDAQ Dividend Index $2,863 +0.0%
+24.2%
+36.7% -22.1% +29.5%
TDVG T Rowe Price Dividend Growth ETF $714 +0.1%
+16.4%
+14.0% -10.2% +26.2%
TDVI FT Vest Technology Dividend ETF $37 -0.1%
+22.4%
N/A N/A N/A
TEQI T Rowe Price Equity Income ETF $244 +0.2%
+18.2%
+9.6% -3.3% +26.3%
VIG Vanguard Dividend Appreciation $85,077 +0.1%
+18.2%
+14.5% -9.8% +23.8%
VYM Vanguard High Dividend Yield Index $58,814 +0.1%
+19.7%
+6.6% -0.5% +26.2%
XYLD Global X S&P 500 Covered Call Equity $2,868 +0.0%
+15.8%
+11.1% -12.1% +19.6%

U.S. Growth vs Value
AVUV Avantis U.S. Small Cap Value ETF (Active) $13,783 +0.0%
+13.8%
+22.8% -4.9% +42.2%
CGGR Capital Group Growth $7,549 +0.4%
+32.0%
+42.2% N/A N/A
DEEP Deep Value ETF $30 +0.6%
-0.1%
+22.3% -17.7% +35.6%
DFAT Dimensional US Targeted Value ETF $10,426 +0.3%
+12.3%
+20.8% -6.2% N/A
DFSV Dimensional US Small Cap Value ETF $3,785 +0.2%
+11.8%
+19.2% N/A N/A
FAB First Trust AlphaDEX Multi Cap VAlue $138 +0.2%
+12.3%
+15.8% -6.8% +30.8%
FDG American Century Dynamic Growth $235 -0.3%
+43.3%
+37.2% -35.7% +8.5%
FELG Fidelity Enhncd Lrg Cap Gowth $2,810 -0.3%
+31.6%
N/A N/A N/A
FMAG Fidelity Magellan ETF $139 +0.1%
+30.2%
+31.2% -27.0% N/A
FNK First Trust AlphaDEX Mid Cap Value $218 +0.3%
+9.9%
+21.0% -7.2% +33.6%
FNY First Trust Mid Cap Growth $352 +0.0%
+24.4%
+21.1% -23.8% +13.5%
FTA First Trust AlphaDEX Large Cap Value $1,206 +0.3%
+16.0%
+10.1% -3.7% +29.2%
FTC First Trust Large Cap Growth $1,094 +0.4%
+31.2%
+20.7% -23.3% +24.4%
FYC First Trust Small Cap Growth AlphaDEX $330 +0.3%
+28.7%
+14.5% -25.9% +21.6%
FYT First Trust AlphaDEX Small Cap Value $168 +0.1%
+6.8%
+22.9% -14.1% +29.3%
IJJ iShares S&P MidCap 400 Value $7,685 +0.4%
+14.9%
+15.3% -7.1% +30.4%
IJK iShares S&P MidCap 400 Growth $9,292 +0.9%
+20.2%
+17.4% -19.0% +18.7%
IJS iShares S&P SmallCap 600 Value $7,009 -0.1%
+10.1%
+14.7% -11.3% +30.5%
IJT iShares S&P SmallCap 600 Growth $6,411 +0.4%
+15.7%
+17.1% -21.3% +22.4%
ILCG iShares Morningstar U.S. Large Cap Growth $2,310 -0.1%
+31.5%
+40.4% -31.8% +24.3%
ILCV iShares Morningstar U.S. Large Cap Value $973 +0.2%
+19.6%
+14.5% -7.0% +26.7%
IMCG iShares Morningstar Mid-Cap Growth $2,169 +0.6%
+21.5%
+20.7% -25.8% +15.4%
IMCV iShares Morningstar Mid-Cap Value ETF $632 +0.4%
+18.3%
+11.9% -7.0% +33.6%
ISCG iShares Morningstar Small-Cap Growth ETF $604 +0.3%
+17.4%
+23.1% -26.7% -1.3%
ISCV iShares Morningstar Small Cap Value $425 +0.1%
+13.1%
+16.6% -10.6% +29.2%
IUSG iShares Core U.S. Growth $19,695 -0.1%
+32.2%
+29.3% -28.8% +31.3%
IUSV iShares Core U.S. Value $19,190 +0.2%
+16.9%
+21.7% -5.4% +25.2%
IVE iShares S&P 500 Value Index Fund $35,342 +0.2%
+16.7%
+22.1% -5.4% +24.7%
IVOG Vanguard S&P Mid-Cap 400 Growth $1,075 +1.1%
+20.3%
+17.4% -19.1% +18.8%
IVOV Vanguard S&P Mid-Cap 400 Value $916 +0.3%
+14.8%
+15.4% -7.2% +30.4%
IVW iShares S&P 500 Growth Index Fund $52,881 -0.1%
+33.0%
+29.8% -29.5% +31.8%
IWN iShares Russell 2000 Value $12,334 +0.0%
+12.8%
+14.6% -14.8% +28.0%
IWO iShares Russell 2000 Growth $11,810 +0.2%
+19.3%
+18.5% -26.3% +2.5%
IWP iShares Russell Midcap Growth $14,874 +0.5%
+25.2%
+25.7% -26.9% +12.6%
IWS iShares Russell Midcap Value $13,428 +0.6%
+18.0%
+12.5% -12.3% +28.1%
IWX iShares Russell Top 200 Value $3,194 +0.1%
+19.6%
+10.5% -5.3% +23.3%
IWY iShares Russell Top 200 Growth $11,734 -0.2%
+30.8%
+46.5% -29.9% +31.1%
JAVA JP Morgan Active Value (VGIIX & HLQVX) $1,625 +0.2%
+21.1%
+10.5% -0.9% N/A
JGRO JP Morgan Active Growth (JGASX SEEGX) $2,874 +0.1%
+31.8%
+37.7% N/A N/A
JVAL JPMorgan U.S. Value Factor ETF $678 +0.3%
+16.4%
+19.5% -11.6% +31.3%
MDYG SPDR S&P 400 Mid Cap Growth $2,677 +0.9%
+20.3%
+17.3% -18.9% +18.5%
MDYV SPDR S&P 400 Mid Cap Value $2,620 +0.1%
+14.8%
+15.4% -7.2% +30.5%
MGK Vanguard MSCI Mega Cap 300 Growth $22,689 -0.1%
+29.7%
+51.7% -33.6% +28.6%
MGV Vanguard MSCI Mega Cap 300 Value $8,436 +0.2%
+20.7%
+9.2% -1.2% +25.9%
PWB PowerShares Dynamic Large Cap Growth $934 +0.2%
+33.1%
+30.6% -25.8% +19.6%
PWV PowerShares Dynamic U.S. Large Cap Value $994 +0.2%
+20.3%
+10.4% -1.2% +29.1%
QGRW WisdomTree U.S. Quality Growth Fund $511 -0.2%
+31.7%
+56.0% N/A N/A
QVAL Alpha Architect Quant Value (Active) $376 +0.3%
+13.9%
+28.4% -11.8% +34.4%
RFG Guggenheim S&P MidCap 400 Pure Growth $330 +0.8%
+23.4%
+16.4% -21.7% +13.7%
RFV Guggenheim S&P Midcap 400 Pure Value $265 +0.0%
+7.8%
+30.3% -4.0% +33.0%
RPG Invesco S&P 500 Pure Growth ETF $1,638 +0.0%
+30.0%
+8.0% -27.6% +29.4%
RPV Invesco S&P 500 Pure Value ETF $2,046 +0.3%
+16.3%
+8.0% -1.3% +34.2%
RZG Guggenheim S&P SmallCap 600 Pure Growth $109 +0.1%
+16.7%
+19.1% -29.0% +21.0%
RZV Guggenheim S&P SmallCap 600 Pure Value $244 -0.2%
+5.9%
+23.0% -6.8% +46.0%
SCHG Schwab Dow Jones U.S. LgCap Growth (SWLGX) $32,512 +0.1%
+32.5%
+50.1% -31.8% +28.1%
SCHV Schwab Dow Jones U.S. Large Cap Value $11,752 +0.1%
+18.5%
+9.0% -7.6% +25.6%
SLYG SPDR S&P 600 Small Cap Growth $3,555 +0.3%
+15.6%
+17.3% -21.3% +22.4%
SLYV SPDR S&P 600 Small Cap Value $3,894 -0.1%
+10.0%
+14.8% -11.1% +30.6%
SPGP Invesco S&P 500 GARP ETF $4,255 +0.5%
+12.5%
+20.3% -13.8% +35.7%
SPYG SPDR Portfolio S&P 500 Growth $29,370 -0.1%
+33.2%
+30.0% -29.4% +32.0%
SPYV SPDR Portfolio S&P 500 Value $24,758 +0.2%
+16.9%
+22.2% -5.3% +24.9%
TCHP T Rowe Price Blue Chip Growth ETF (TRBCX) $781 -0.2%
+34.5%
+50.1% -37.8% +18.1%
TGRW T Rowe Price Growth Stock ETF (PRGFX) $242 +0.0%
+28.6%
+48.9% -38.4% +15.0%
VBK Vanguard U.S. Small Cap Growth $17,952 +0.9%
+19.8%
+21.4% -28.4% +5.7%
VBR Vanguard U.S. SmallCap Value $30,399 +0.3%
+17.2%
+16.0% -9.4% +28.1%
VIOG Vanguard S&P 500 Small Cap Growth $973 +0.4%
+15.7%
+16.9% -21.1% +22.5%
VIOV Vanguard S&P Small Cap 600 Value $1,351 +0.1%
+10.2%
+15.0% -11.4% +30.6%
VOE Vanguard CRSP U.S. Midcap Value $17,674 +0.4%
+19.6%
+9.9% -8.0% +28.8%
VONG Vanguard Russell 1000 Growth ETF $22,315 -0.1%
+30.3%
+42.7% -29.2% +27.6%
VONV Vanguard Russell 1000 Value $9,392 +0.3%
+19.1%
+11.4% -7.7% +25.3%
VOOG Vanguard S&P 500 Growth $12,901 -0.1%
+33.1%
+30.0% -29.5% +31.9%
VOOV Vanguard S&P 500 Value $5,188 +0.2%
+17.0%
+22.2% -5.4% +24.8%
VOT Vanguard CRSP U.S. Midcap Growth $14,150 +0.3%
+19.9%
+23.1% -28.9% +20.5%
VTV Vanguard U.S. LargeCap Value $127,744 +0.2%
+20.3%
+9.3% -2.1% +26.5%
VTWG Vanguard Russell 2000 Growth ETF $980 +0.1%
+19.3%
+18.9% -26.5% +2.9%
VTWV Vanguard Russell 2000 Value ETF $803 -0.1%
+12.9%
+14.7% -14.5% +27.9%
VUG Vanguard U.S. LargeCap Growth (VIGRX) $138,738 -0.1%
+30.3%
+46.8% -33.2% +27.3%
XMVM Invesco S&P Midcap Value With Momentum $256 +0.2%
+18.1%
+16.3% -8.2% +35.2%
XSVM Invesco S&P SmallCap Value - Momentum ETF $809 +0.2%
+7.8%
+20.2% -13.6% +56.4%

U.S. Large Cap
BBUS JPMorgan BetaBuilders U.S. Equity ETF $3,873 +0.0%
+25.5%
+27.2% -19.5% +27.1%
BELT Blackrock LT US Concentrated Equity $10 +0.4%
-0.7%
N/A N/A N/A
CGUS Capital Group Core Equity ETF $3,641 +0.2%
+24.3%
+27.7% N/A N/A
COWZ Pacer US Cash Cows 100 ETF $25,491 +0.7%
+15.5%
+14.7% +0.2% +42.6%
DIA SPDR Dow Jones Industrial Average $35,112 +0.3%
+16.9%
+16.0% -7.0% +20.8%
DSTL Distillate US Fdmtl Stability & Value ETF $2,059 +0.8%
+16.2%
+22.7% -10.6% +28.9%
EDOW First Trust Dow 30 Equal Weight ETF $220 +0.2%
+13.9%
+15.5% -7.5% +18.8%
EPS WidomTree Earnings 500 ETF $995 +0.1%
+25.5%
+22.8% -15.8% +27.5%
FEX First Trust AlphaDEX Large Cap Core $1,264 +0.3%
+22.6%
+14.3% -11.9% +26.8%
FNDB Schwab Fundamental Broad Market $846 +0.1%
+19.2%
+18.4% -7.5% +31.5%
FNDX Schwab Fundamental U.S. Large Cap (SFLNX) $16,942 +0.1%
+19.9%
+18.2% -6.9% +31.7%
GSLC Goldman Sachs ActiveBeta U.S. Large Cap $12,819 +0.2%
+25.6%
+25.1% -18.7% +27.2%
ILCB iShares Morningstar U.S. Large Core $1,082 +0.1%
+25.6%
+26.9% -19.5% +24.1%
ITOT iShares Core S&P Total US Market $61,229 +0.1%
+24.9%
+26.1% -19.5% +25.7%
IVV iShares Core S&P 500 ETF $531,417 +0.0%
+25.5%
+26.3% -18.2% +28.8%
IWB iShares Russell 1000 Index Fund $37,428 +0.1%
+25.2%
+26.4% -19.2% +26.3%
IWL iShares Russell Top 200 $1,501 +0.0%
+26.9%
+29.8% -19.9% +27.8%
IWV iShares Russell 3000 Index Fund $14,852 +0.1%
+24.6%
+25.8% -19.3% +25.5%
IYY iShares DJ U.S. Index Fund $2,218 +0.1%
+25.0%
+26.5% -19.6% +26.4%
JEPQ JPMorgan NASDAQ Equity Premium $16,852 -0.1%
+22.4%
+36.3% N/A N/A
JPEF JPMorgan Equity Focus ETF $863 +0.1%
+29.1%
N/A N/A N/A
JQUA JP Morgan US Quality Factor $5,084 +0.2%
+22.1%
+25.1% -13.5% +28.7%
MGC Vanguard MSCI Mega Cap 300 $6,138 -0.1%
+26.8%
+29.8% -20.0% +27.6%
OEF iShares S&P U.S. 100 Index $13,696 -0.1%
+29.1%
+32.7% -21.0% +29.2%
PRF FTSE RAFI US 1000 Portfolio (FNDX) $7,323 +0.1%
+20.0%
+15.7% -7.8% +31.1%
RWL RevenueShares U.S. Large Cap Fund $3,842 +0.4%
+20.2%
+17.4% -6.0% +30.3%
SCHB Schwab Dow Jones U.S. Broad Market $30,974 +0.1%
+24.9%
+26.2% -19.4% +25.8%
SCHX Schwab Dow Jones U.S. Large-Cap (SNXFX) $48,291 +0.0%
+25.6%
+26.9% -19.4% +26.8%
SPLG SPDR Portfolio Large Cap $46,418 +0.0%
+25.5%
+26.2% -18.1% +28.8%
SPTM SPDR Portfolio S&P 1500 Comp Stock Mkt ETF $9,103 +0.0%
+24.7%
+25.5% -17.8% +28.6%
TCAF T Rowe Price Capital Appreciation ETF $2,338 +0.3%
+21.8%
N/A N/A N/A
TOPT iShares Top 20 US Stocks ETF N/A -0.2%
+1.9%
N/A N/A N/A
TSPA T Rowe Price US Research ETF (PRCOX) $961 +0.0%
+26.5%
+30.0% -18.7% N/A
VONE Vanguard Russell 1000 $5,106 +0.1%
+25.2%
+26.4% -19.1% +26.5%
VOO Vanguard S&P 500 $525,819 +0.0%
+25.5%
+26.3% -18.2% +28.8%
VV Vanguard MSCI U.S. Large Cap $38,085 +0.0%
+25.8%
+27.2% -19.9% +27.4%
XLG Invesco S&P 500 Top 50 $6,684 -0.1%
+31.1%
+38.2% -24.3% +30.8%

U.S. Small & Midcap

CALF Pacer US Small Cap Cash Cows 100 ETF $9,151 +0.2%
-3.0%
+35.4% -15.2% +40.7%
CZA Guggenheim Mid-Cap Core ETF $205 +0.6%
+17.0%
+7.0% -5.9% +27.4%
EES WisdomTree SmallCap Earnings Fund $622 +0.0%
+13.1%
+18.5% -16.2% +34.4%
ESML iShares ESG Aware MSCI USA Small-Cap ETF $1,797 +0.3%
+16.0%
+17.3% -17.3% +19.3%
EZM WisdomTree Midcap Earnings Fund $797 +0.3%
+14.0%
+19.7% -12.2% +31.0%
FDM First Trust DJ Select MicroCap $183 -0.1%
+14.4%
+12.7% -11.6% +35.1%
FFSM Fidelity Fundamental Small-Mid Cap ETF $94 +0.1%
+19.9%
+17.3% -16.3% N/A
FNDA Schwab Fundamental U.S. Small Cap $8,988 +0.2%
+13.0%
+20.3% -14.8% +31.1%
FNX First Trust AlphaDEX Mid Cap Core $1,246 +0.2%
+17.1%
+20.4% -13.6% +25.0%
FSMD Fidelity Small-Mid Multifactor ETF $498 +0.1%
+19.9%
+17.4% -11.1% +26.4%
FYX First Trust AlphaDEX Small Cap Core $895 +0.3%
+15.9%
+18.3% -18.4% +27.4%
GRPM Invesco S&P MidCap 400 GARP ETF $529 +0.9%
+23.1%
+18.8% -11.6% +26.4%
GSC GS Small Cap Core N/A +0.1%
+18.6%
N/A N/A N/A
IJH iShares Core S&P MidCap 400 Index $90,367 +0.6%
+17.8%
+16.4% -13.1% +24.7%
IJR iShares Core S&P SmallCap 600 Index $84,692 +0.1%
+13.0%
+16.1% -16.2% +26.6%
IMCB iShares Morningstar Mid-Cap ETF $993 +0.4%
+19.8%
+16.4% -16.1% +22.8%
IVOO Vanguard S&P Mid-Cap 400 $2,240 +0.6%
+17.8%
+16.4% -13.2% +24.6%
IWC iShares Russell Microcap Index $888 +0.2%
+13.2%
+9.0% -21.9% +18.7%
JMEE JPM Small & Midcap Enhanced Eqt N/A +0.4%
+18.0%
+18.1% N/A N/A
JPME JPMorgan Diversified Ret US Mid Cap $410 +0.6%
+18.1%
+11.3% -10.1% +28.9%
JSMD Janus Small Mid Cap Growth $378 +0.9%
+19.4%
+26.8% -22.8% +8.4%
MDY S&P MidCap 400 SPDRs $22,797 +0.6%
+17.5%
+16.1% -13.3% +24.5%
NUMG Nuveen ESG Mid-Cap Growth ETF $397 +1.8%
+14.8%
+20.5% -28.3% +12.6%
NUSC Nuveen ESG Small-Cap ETF $1,199 +0.3%
+12.5%
+15.7% -17.7% +17.6%
PRFZ PowerSh RAFI US 1500 Sml-Midcap $2,525 +0.2%
+16.5%
+20.2% -16.3% +28.3%
QQQJ Invesco NASDAQ Next Gen 100 $673 +0.8%
+15.4%
+13.7% -28.2% +9.8%
RSP Invesco S&P 500 Equal Weight (VADAX) $64,931 +0.3%
+16.6%
+13.7% -11.6% +29.4%
RYLD Russell 2000 Covered Call ETF $1,413 +0.0%
+9.5%
+0.3% -13.1% +22.1%
SCHA Schwab Dow Jones U.S. Small-Cap $17,789 +0.2%
+15.0%
+18.5% -19.8% +16.5%
SCHM Schwab Dow Jones U.S. Mid-Cap $11,630 +0.6%
+16.1%
+16.7% -17.1% +19.3%
SMDV ProShares Russell 2000 Dividend Grwth $708 +0.0%
+14.0%
+9.0% -5.9% +19.0%
SMLF iShares Edge MSCI Multifct SmCp $1,344 +0.5%
+21.3%
+20.0% -12.2% +26.5%
SMMD Shares Russell 2500 ETF $1,030 +0.3%
+15.8%
+17.7% -18.5% +18.3%
SPMD SPDR Portfolio Mid Cap ETF $11,322 +0.6%
+17.7%
+16.5% -13.1% +24.8%
SPSM SPDR Portfolio Small Cap ETF $11,604 +0.2%
+13.0%
+16.1% -16.1% +26.7%
VB Vanguard U.S. Small Cap $59,731 +0.5%
+18.2%
+18.2% -17.5% +17.6%
VIOO Vanguard S&P Small Cap 600 $2,927 +0.1%
+13.0%
+16.2% -16.3% +26.7%
VO Vanguard CRSP U.S. Mid Cap $69,444 +0.3%
+19.8%
+16.0% -18.7% +24.7%
VTWO Vanguard Russell 2000 $11,485 +0.1%
+16.2%
+17.1% -20.5% +14.8%
VXF Vanguard Extended Market ETF $19,998 +0.4%
+20.7%
+25.5% -26.5% +12.3%
XMHQ Invesco S&P MidCap Quality ETF $5,700 +1.6%
+22.9%
+29.5% -12.4% +21.0%
XMLV PowerShares S&P MidCap Low Volatility $819 +0.3%
+21.4%
+1.8% -6.6% +23.0%
XMMO Invesco S&P Midcap Momentum ETF $2,473 +1.0%
+45.1%
+20.4% -16.0% +16.7%
XSLV PowerShares S&P SmallCap Low Volatility $322 -0.1%
+13.9%
+1.3% -11.9% +29.3%
XSMO Invesco S&P SmallCap Momentum ETF $1,056 -0.4%
+25.5%
+21.5% -15.5% +19.2%

Other U.S. Equity ETFs
AIVL WisdomTree U.S. AI Enhanced Value Fund $401 +0.4%
+18.1%
+7.2% -7.3% +24.3%
AVUS Avantis U.S. Equity ETF (Active) $7,252 +0.1%
+22.6%
+21.8% -13.8% +28.7%
BBH Market Vectors Biotech 25 ETF $442 +1.5%
-3.0%
+3.9% -15.2% +11.8%
BFOR Barrons 400 ETF $146 +0.2%
+22.7%
+18.2% -15.9% +30.7%
BIBL Inspire 100 ETF $337 +0.7%
+18.6%
+17.9% -23.3% +27.7%
BIZD VanEck Vectors BDC Income ETF $1,179 -0.4%
+11.7%
+27.1% -8.6% +36.2%
BMVP Invesco Bloomberg MVP Multi-factor ETF $105 +0.6%
+22.8%
+19.0% -16.0% +19.4%
BUZZ Van Eck Vectors Social Media Sentiment ETF $55 +0.3%
+32.3%
+54.6% -47.7% N/A
CAPE Doubleline Shiller CAPE U.S. Equities ETF $401 -0.1%
+18.3%
+27.6% N/A N/A
CDL VictoryShares US LgCp Hi Div Vol Wtd ETF $350 +0.2%
+20.6%
+3.0% -0.4% +33.4%
CFA VictoryShares US 500 Volatility Wtd ETF $537 +0.3%
+19.7%
+11.9% -11.4% +26.1%
CFO Victory CEMP US 500 Enhanced Vol Wtd ETF $436 +0.3%
+19.6%
-3.6% -14.4% +26.0%
CNEQ Alger Concentrated Growth Equity $12 +0.1%
+26.6%
N/A N/A N/A
CSD Guggenheim Spin-Off ETF $63 +0.8%
+30.3%
+23.8% -15.0% +13.0%
CSM ProShares Credit Suisse 130-30 Large Cap $466 -0.1%
+23.1%
+23.5% -18.3% +33.1%
DFAC Dimensional US Core Equity 2 ETF $31,043 +0.2%
+22.2%
+22.0% -14.9% N/A
DFAU Dimensional US Core Equity ETF (Active) $6,468 +0.1%
+24.4%
+24.8% -17.0% +26.9%
DFUS Dimensional U.S. Equity ETF $10,929 +0.1%
+25.2%
+26.4% -18.3% N/A
DGRS WisdomTree US SmallCap Qual Div Growth $414 +0.2%
+15.6%
+21.1% -13.1% +23.1%
DOGG FT Vest DJIA Dogs 10 Target $35 +0.6%
-0.7%
N/A N/A N/A
DSI iShares MSCI KLD 400 Social ETF $4,668 -0.2%
+24.6%
+28.5% -21.7% +31.3%
DUSA Davis Select US Equity ETF $534 +0.6%
+24.4%
+34.2% -19.6% +17.7%
DWAS PowerShares DWA SmallCap Technical Ldrs $966 -0.1%
+18.7%
+16.9% -18.5% +19.8%
EQAL PowerShares Russell 1000 Equal Weight $613 +0.5%
+15.1%
+12.0% -13.5% +23.1%
EQL ALPS Equal Sector Weight $389 +0.2%
+20.1%
+16.9% -10.7% +29.3%
EQWL Invesco S&P 100 Equal Weight $840 -0.3%
+21.3%
+19.5% -11.5% +28.3%
ESGU iShares ESG MSCI USA ETF $13,249 +0.1%
+25.0%
+25.8% -20.3% +26.9%
ESGV Vanguard ESG US Stock ETF $9,444 +0.0%
+24.5%
+30.8% -24.0% +26.6%
EUSA iShares MSCI USA Equal Weighted ETF $895 +0.4%
+18.4%
+17.7% -17.1% +25.6%
FAD First Trust Multi Cap Growth AlphaDEX ETF $212 +0.4%
+29.1%
+19.1% -24.1% +21.2%
FBCG Fidelity Blue Chip Growth ETF (FBGRX) $2,203 -0.1%
+36.1%
+58.0% -39.1% +21.3%
FDRR Fidelity Dividend ETF for Rising Rates $553 +0.1%
+21.9%
+13.7% -9.7% +26.1%
FFLG Fidelity Fundamental Large Cap Growth ETF $331 +0.2%
+32.2%
+49.7% -38.8% N/A
FLQL Franklin LibertyQ US Equity ETF $1,330 +0.1%
+25.1%
+23.6% -14.8% +26.6%
FPX First Trust IPO-100 US Index Fund $727 +0.0%
+29.8%
+22.3% -35.1% +3.7%
FTLS First Trust Long-Short Equity $1,521 -0.1%
+17.5%
+16.9% -5.6% +19.7%
FV First Trust Dorsey Wright Focus 5 ETF $3,751 +0.1%
+15.6%
+11.3% -3.9% +21.6%
FVC First Trust Dorsey Wright Dynamic Focus 5 $153 -0.4%
+12.4%
-4.6% -6.0% +21.9%
GARP iShares MSCI USA Quality GARP $146 +0.2%
+34.2%
+42.9% -26.7% +28.0%
GSSC Goldman Sachs ActiveBeta US Small Cap $503 -0.1%
+15.8%
+17.3% -16.8% +24.1%
GVIP Goldman Sachs Hedge Industry VIP ETF $305 +0.2%
+31.6%
+39.1% -31.9% +11.9%
HTUS Hull Tactical US ETF $77 -0.1%
+27.5%
+30.1% -11.2% +24.3%
INFL Horizon Kinetics Infl Benefic $892 +0.8%
+32.1%
+1.6% +2.6% N/A
IPKW PowerShares Intl BuyBack Achievers $97 +0.3%
+12.9%
+15.1% -12.8% +11.5%
IPO Renaissance IPO ETF $148 -0.1%
+18.5%
+52.5% -57.3% -10.3%
JHML John Hancock Multifactor Large Cap ETF $945 +0.2%
+21.9%
+21.1% -15.9% +26.9%
JPUS JPMorgan Diversified Return US Eq ETF $444 +0.4%
+18.6%
+11.0% -8.5% +29.1%
MILN Global X Milennials Thematic ETF $117 +0.1%
+27.8%
+36.3% -38.6% +14.0%
MOAT Market Vectors Morningstar Wide Moat ETF $15,892 +0.4%
+12.3%
+31.9% -13.6% +24.1%
NETZ Engine 1 Transform Climate $178 +0.0%
+35.6%
+20.8% N/A N/A
OMFL Invesco Russell 1000 Multifactor ETF $5,017 +0.1%
+6.7%
+21.5% -14.0% +29.0%
ONEQ Fidelity Nasdaq Composite $6,791 +0.0%
+27.0%
+45.7% -32.1% +22.1%
OUSA ALPS OShares U.S. Quality Dividend ETF $805 -0.1%
+18.5%
+13.4% -9.3% +23.7%
PKW PowerShares Buyback Achievers $1,199 +0.5%
+22.9%
+17.2% -10.2% +32.6%
POWA Invesco Bloomberg Pricing Power ETF $201 +0.5%
+16.7%
+10.6% -7.7% +24.9%
PSP PowerShares Global Listed Private Equity $256 +0.1%
+19.9%
+37.8% -37.4% +27.4%
QQEW First Trust NASDAQ Equal-Weighted Index $1,921 +0.4%
+9.3%
+33.3% -24.6% +17.7%
QQQE Direxion NASDAQ-100 Equal Wtd ETF $1,203 +0.2%
+9.3%
+33.8% -24.5% +18.0%
QQQI NEOS Nasdaq-100 High Income ETF (Active) $497 -1.3%
+15.9%
N/A N/A N/A
QQQM Invesco NASDAQ 100 ETF (Mini) $33,565 +0.0%
+23.5%
+55.0% -32.5% +27.4%
QYLD NASDAQ 100 Covered Call ETF $8,082 -0.1%
+15.8%
+22.7% -19.1% +10.4%
QYLG Global X NASDAQ 100 Covered Call & Growth $103 -0.1%
+19.5%
+38.7% -26.3% +18.3%
RDVY First Trust Rising Dividend Achievers $12,075 +0.9%
+22.0%
+20.4% -13.3% +31.1%
RWJ RevenueShares U.S. Small Cap $1,631 +0.1%
+13.7%
+16.2% -11.0% +52.8%
RWK RevenueShares U.S. Mid Cap Fund $863 +0.4%
+15.3%
+23.8% -8.2% +34.3%
SCHK Schwab 1000 ETF $3,786 +0.1%
+25.3%
+26.6% -19.5% +26.2%
SECT Main Sector Rotation ETF $1,855 +0.3%
+19.2%
+21.1% -12.8% +28.9%
SHE SPDR Gender Diversity ETF $252 +0.4%
+25.4%
+22.4% -21.7% +15.2%
SPHB PowerShares S&P 500 High Beta Index $361 -0.2%
+9.6%
+33.3% -20.6% +40.6%
SPXT ProShares S&P 500 Ex-Technology $69 +0.1%
+21.8%
+16.3% -14.2% +26.4%
SPYI NEOS S&P 500 High Income ETF (Active) $1,995 -1.0%
+18.6%
+18.1% N/A N/A
SPYX SPDR S&P 500 Fossil Fuel Free ETF $1,923 -0.1%
+25.7%
+26.4% -19.6% +28.1%
SSUS Day Hagan NDR Smart Sector ETF (Active) $598 +0.1%
+20.2%
+18.2% -17.6% +28.0%
SUSA iShares MSCI USA ESG Select ETF $3,665 +0.3%
+23.5%
+23.9% -21.4% +30.4%
SUSL iShares ESG MSCI USA Leaders ETF $1,109 -0.2%
+25.5%
+29.1% -20.2% +31.5%
SYLD Cambria Shareholder Yield ETF $1,255 +0.5%
+9.7%
+16.5% -6.1% +48.3%
TILT FlexShares Morningstar US Factor Tilt $1,684 +0.1%
+21.8%
+24.7% -17.2% +27.6%
TMFC Motley Fool 100 Index ETF $1,015 -0.1%
+32.1%
+47.0% -30.9% +25.3%
UPGD Invesco Bloomberg Analyst Rating Improvers $113 +0.1%
+18.1%
+15.6% -13.2% +24.1%
USMF Wisdomtree US Multifactor $331 +0.8%
+22.7%
+13.5% -8.8% +21.2%
VMOT Alpha Architect Value Momo Trend (Active) $22 -0.1%
+15.3%
-0.7% -7.0% +3.5%
VTHR Vanguard Russell 3000 $2,636 +0.1%
+24.7%
+25.9% -19.2% +25.5%
XNTK SPDR NYSE Technology $836 -0.1%
+24.0%
+70.1% -41.1% +17.6%
XRLV PowerShares S&P 500 ex-Rate Senstv Low Vol $40 +0.2%
+18.7%
+0.1% -4.8% +27.4%
XYLG Global X SP500 Covered Call & Growth $60 +0.1%
+20.8%
+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 Oct-2024
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