Building a core long-term portfolio? This list can help.
These are 40 non-leveraged, U.S. stock market ETFs that track well-known market capitalization indexes.
Even though there are 543 broad market U.S. equity ETPs, these 40 "core" ETFs account for 71.27% of the total average trading volume.
So even though there is a lot of talk about smart beta ETFs, most investors continue to make one or more of these 40 ETFs a key part of their long-term portfolio.
You might want to browse these ETFs.
| Symbol | Description | Category | Inception Date | Fees | Index | Avg Volume | 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 same period | Sharpe difference | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF | Small cap | 05/22/2000 | 0.07% | S&P Smallcap 600 Index | 4,197,055 | 1.81% | 706.03% | 236.06% | 469.97% | 21.25% | 0.62 | 0.50 | 0.13 | Analyze |
| ONEQ | Fidelity Nasdaq Composite ETF | Multi-cap | 09/25/2003 | 0.21% | NASDAQ Composite Index | 468,193 | 0.78% | 703.04% | 349.25% | 353.79% | 18.85% | 0.77 | 0.71 | 0.05 | Analyze |
| MDY | SPDR S&P Midcap 400 ETF | Mid cap | 05/04/1995 | 0.24% | S&P MidCap 400 Index | 1,034,742 | 1.26% | 1,207.25% | 800.94% | 406.31% | 14.95% | 0.68 | 0.69 | -0.02 | Analyze |
| IJH | iShares Core S&P Mid-Cap ETF | Mid cap | 05/22/2000 | 0.07% | S&P MidCap 400 Index | 1,626,309 | 1.54% | 487.07% | 236.06% | 251.01% | 11.35% | 0.58 | 0.50 | 0.09 | Analyze |
| QQQ | Invesco QQQ ETF | Large cap | 03/10/1999 | 0.20% | NASDAQ-100 Index | 61,852,392 | 0.63% | 509.00% | 260.39% | 248.61% | 10.66% | 0.46 | 0.53 | -0.06 | Analyze |
| IWR | iShares Russell Midcap Index Fund ETF | Mid cap | 07/17/2001 | 0.20% | Russell Midcap Index | 1,984,192 | 1.41% | 472.08% | 280.73% | 191.35% | 9.13% | 0.63 | 0.58 | 0.05 | Analyze |
| VXF | Vanguard Extended Market ETF | Small and mid cap | 12/27/2001 | 0.08% | S&P Completion Index | 572,836 | 1.04% | 405.64% | 292.12% | 113.52% | 5.53% | 0.56 | 0.61 | -0.05 | Analyze |
| IWM | iShares Russell 2000 ETF | Small cap | 05/22/2000 | 0.19% | Russell 2000 Index | 28,729,360 | 1.28% | 343.63% | 236.06% | 107.57% | 4.86% | 0.16 | 0.50 | -0.33 | Analyze |
| SPMD | SPDR Portfolio Mid Cap ETF | Mid cap | 11/08/2005 | 0.05% | S&P MidCap 400 Index | 1,168,990 | 1.62% | 346.41% | 267.97% | 78.44% | 4.71% | 0.78 | 0.68 | 0.10 | Analyze |
| VO | Vanguard Mid-Cap ETF | Mid cap | 01/26/2004 | 0.05% | CRSP US Mid Cap Index | 1,033,149 | 1.42% | 370.79% | 303.67% | 67.12% | 3.64% | 0.62 | 0.68 | -0.06 | Analyze |
| SLY | S&P Smallcap 600 ETF | Small cap | 11/08/2005 | 0.15% | S&P Smallcap 600 Index | 102,946 | 1.65% | 307.61% | 267.97% | 39.64% | 2.38% | 0.59 | 0.68 | -0.09 | Analyze |
| SPTM | SPDR Portfolio Total Stock Market ETF | Total market | 10/04/2000 | 0.03% | SSGA Total Stock Market Index | 754,992 | 1.61% | 287.99% | 239.15% | 48.84% | 2.25% | 0.56 | 0.51 | 0.05 | Analyze |
| VTI | Vanguard Total Stock Market ETF | Total market | 05/24/2001 | 0.04% | CRSP US Total Market Index | 4,917,534 | 1.56% | 314.59% | 279.42% | 35.17% | 1.67% | 0.59 | 0.57 | 0.02 | Analyze |
| VB | Vanguard Small-Cap ETF | Small cap | 01/26/2004 | 0.05% | CRSP US Small Cap Index | 995,713 | 1.55% | 327.90% | 303.67% | 24.23% | 1.31% | 0.55 | 0.68 | -0.13 | Analyze |
| VV | Vanguard Large-Cap ETF | Large cap | 01/27/2004 | 0.05% | CRSP US Large Cap Index | 686,676 | 1.54% | 322.83% | 303.67% | 19.16% | 1.04% | 0.68 | 0.68 | 0.00 | Analyze |
| DIA | SPDR Dow Jones Industrial Average ETF | Large cap | 01/13/1998 | 0.17% | Dow Jones Industrial Average | 3,907,484 | 1.95% | 401.65% | 377.16% | 24.49% | 1.00% | 0.60 | 0.57 | 0.03 | Analyze |
| IWV | iShares Russell 3000 ETF | Total market | 05/22/2000 | 0.20% | Russell 3000 Index | 335,613 | 1.35% | 251.19% | 236.06% | 15.13% | 0.68% | 0.51 | 0.50 | 0.01 | Analyze |
| IWB | iShares Russell 1000 ETF | Large and mid cap | 05/15/2000 | 0.15% | Russell 1000 Index | 1,388,783 | 1.40% | 241.65% | 228.61% | 13.04% | 0.59% | 0.51 | 0.50 | 0.01 | Analyze |
| MGC | Vanguard Mega Cap 300 ETF | Mega cap | 12/17/2007 | 0.07% | CRSP US Mega Cap Index | 148,017 | 1.50% | 209.15% | 200.60% | 8.55% | 0.59% | 0.64 | 0.63 | 0.01 | Analyze |
| VOO | Vanguard S&P 500 ETF | Large cap | 09/07/2010 | 0.04% | S&P 500 Index | 5,353,667 | 1.54% | 302.44% | 299.10% | 3.34% | 0.28% | 1.00 | 1.02 | -0.02 | Analyze |
| IVV | iShares Core S&P 500 Index Fund ETF | Large cap | 05/15/2000 | 0.04% | S&P 500 Index | 6,773,893 | 1.52% | 232.03% | 228.61% | 3.42% | 0.15% | 0.51 | 0.50 | 0.01 | Analyze |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | Total market | 01/20/2004 | 0.03% | S&P Total Market Index | 3,903,954 | 1.54% | 200.22% | 198.75% | 1.47% | 0.08% | 0.94 | 0.96 | -0.02 | Analyze |
| SPY | SPDR S&P 500 ETF | Large cap | 01/22/1993 | 0.09% | S&P 500 Index | 92,979,553 | 1.54% | 977.92% | 977.92% | 0.00% | 0.00% | 0.71 | 0.71 | 0.00 | Analyze |
| SCHX | Schwab U.S. Large-Cap ETF | Large cap | 11/03/2009 | 0.03% | Dow Jones U.S. Large-Cap Total Stock Market Index | 3,636,148 | 2.40% | -5.96% | -5.78% | -0.18% | -0.01% | -0.58 | -1.53 | 0.95 | Analyze |
| SCHB | U.S Broad Market ETF | Total market | 11/03/2009 | 0.03% | Dow Jones U.S. Broad Stock Market Index | 3,049,137 | 2.39% | -6.30% | -5.78% | -0.52% | -0.04% | -0.62 | -1.53 | 0.91 | Analyze |
| VONE | Vanguard Russell 1000 ETF | Large and mid cap | 09/20/2010 | 0.12% | Russell 1000 Index | 127,551 | 1.45% | 288.39% | 289.77% | -1.38% | -0.12% | 0.95 | 1.02 | -0.07 | Analyze |
| PBUS | Invesco PureBeta MSCI USA Portfolio ETF | Large and mid cap | 09/19/2017 | 0.04% | MSCI USA Index | 422,180 | 1.26% | 56.26% | 57.27% | -1.01% | -0.21% | 0.64 | 0.75 | -0.11 | Analyze |
| SCHA | Schwab U.S. Small-Cap ETF | Small cap | 11/03/2009 | 0.05% | Dow Jones U.S. Small-Cap Total Stock Market Index | 1,724,382 | 2.48% | -8.93% | -5.78% | -3.15% | -0.25% | -1.08 | -1.53 | 0.45 | Analyze |
| SCHK | Schwab 1000 Index ETF | Large and mid cap | 10/11/2017 | 0.05% | Schwab 1000 Index | 382,647 | 1.51% | 60.47% | 63.27% | -2.80% | -0.59% | 0.68 | 0.73 | -0.06 | Analyze |
| VTHR | Vanguard Russell 3000 ETF | Total market | 09/20/2010 | 0.15% | Russell 3000 Index | 42,033 | 1.43% | 282.37% | 289.77% | -7.40% | -0.63% | 0.93 | 1.02 | -0.09 | Analyze |
| BKLC | BNY Mellon US Large Cap Core Equity ETF | Large cap | 04/09/2020 | 0.00% | Morningstar U.S. Large Cap Index | 36,297 | 1.43% | 42.27% | 44.82% | -2.55% | -1.15% | 1.01 | 1.23 | -0.22 | Analyze |
| VIOO | Vanguard S&P Small-Cap 600 ETF | Small cap | 09/07/2010 | 0.15% | S&P Smallcap 600 Index | 109,889 | 1.40% | 273.80% | 299.10% | -25.30% | -2.14% | 0.73 | 1.02 | -0.29 | Analyze |
| IYY | iShares Dow Jones U.S. ETF | Total market | 06/12/2000 | 0.20% | Dow Jones U.S. Index | 80,110 | 1.32% | 132.46% | 216.37% | -83.91% | -3.80% | 0.33 | 0.50 | -0.17 | Analyze |
| IVOO | Vanguard S&P Mid-Cap 400 ETF | Mid cap | 09/07/2010 | 0.15% | S&P MidCap 400 Index | 32,487 | 1.46% | 245.57% | 299.10% | -53.53% | -4.53% | 0.75 | 1.02 | -0.27 | Analyze |
| SCHM | Schwab U.S. Mid Cap ETF | Mid cap | 01/13/2011 | 0.05% | Dow Jones U.S. Mid-Cap Total Stock Market Index | 741,722 | 1.71% | 188.31% | 243.87% | -55.56% | -4.85% | 0.67 | 0.93 | -0.26 | Analyze |
| PBSM | Invesco PureBeta MSCI USA Small Cap Portfolio ETF | Small cap | 09/19/2017 | 0.06% | MSCI USA Small Cap Index | 6,005 | 1.96% | 30.84% | 57.27% | -26.43% | -5.53% | 0.38 | 0.75 | -0.37 | Analyze |
| VTWO | Vanguard Russell 2000 ETF | Small cap | 09/20/2010 | 0.15% | Russell 2000 Index | 1,351,850 | 1.39% | 221.49% | 286.87% | -65.38% | -5.55% | 0.67 | 1.02 | -0.35 | Analyze |
| SMMD | iShares Russell 2500 ETF | Small and mid cap | 07/06/2017 | 0.15% | Russell 2500 Index | 84,871 | 1.49% | 43.98% | 72.48% | -28.50% | -5.72% | 0.46 | 0.76 | -0.30 | Analyze |
| SPSM | SPDR Portfolio Small Cap ETF | Small cap | 07/08/2013 | 0.05% | SSGA Small Cap Index | 699,401 | 1.68% | 103.87% | 162.95% | -59.08% | -6.58% | 0.54 | 0.91 | -0.36 | Analyze |
| QQQM | Invesco NASDAQ 100 ETF | Large cap | 10/13/2020 | 0.15% | NASDAQ-100 Index | 715,796 | 0.59% | 1.34% | 14.30% | -12.96% | -7.59% | 0.13 | 0.70 | -0.56 | Analyze |
| TOTAL | 40 |
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