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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IJJ | iShares S&P Mid-Cap 400 Value ETF | Mid cap | 07/24/2000 | 1.91% | 820.24% | 226.15% | 594.09% | 27.07% | 0.72 | 0.50 | 0.22 | Analyze |
| IJS | iShares S&P SmallCap 600 Value ETF | Small cap | 07/24/2000 | 1.73% | 735.60% | 226.15% | 509.45% | 23.22% | 0.63 | 0.50 | 0.13 | Analyze |
| IJR | iShares Core S&P Small-Cap ETF | Small cap | 05/22/2000 | 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 | 0.78% | 703.04% | 349.25% | 353.79% | 18.85% | 0.77 | 0.71 | 0.05 | Analyze |
| IJT | iShares S&P SmallCap 600 Growth ETF | Small cap | 07/24/2000 | 0.94% | 595.99% | 226.15% | 369.84% | 16.85% | 0.58 | 0.50 | 0.09 | Analyze |
| MDY | SPDR S&P Midcap 400 ETF | Mid cap | 05/04/1995 | 1.26% | 1,207.25% | 800.94% | 406.31% | 14.95% | 0.68 | 0.69 | -0.02 | Analyze |
| IWY | iShares Russell Top 200 Growth ETF | Mega cap | 09/22/2009 | 0.70% | 463.55% | 317.87% | 145.68% | 11.41% | 1.02 | 0.95 | 0.07 | Analyze |
| IJH | iShares Core S&P Mid-Cap ETF | Mid cap | 05/22/2000 | 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 | 0.63% | 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 | 1.41% | 472.08% | 280.73% | 191.35% | 9.13% | 0.63 | 0.58 | 0.05 | Analyze |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | Mid cap | 07/24/2000 | 0.84% | 425.61% | 226.15% | 199.46% | 9.09% | 0.53 | 0.50 | 0.04 | Analyze |
| QQEW | First Trust NASDAQ-100 Equal Weighted Index Fund ETF | Large cap | 04/19/2006 | 0.47% | 387.15% | 244.97% | 142.18% | 8.78% | 0.64 | 0.65 | -0.01 | Analyze |
| RWJ | Oppenheimer Small Cap Revenue ETF | Small cap | 02/22/2008 | 0.87% | 356.40% | 230.77% | 125.63% | 8.75% | 0.56 | 0.67 | -0.11 | Analyze |
| IWN | iShares Russell 2000 Value ETF | Small cap | 07/24/2000 | 1.98% | 410.17% | 226.15% | 184.02% | 8.39% | 0.53 | 0.50 | 0.03 | Analyze |
| VOOG | Vanguard S&P 500 Growth ETF | Large cap | 09/07/2010 | 0.78% | 384.97% | 299.10% | 85.87% | 7.27% | 1.06 | 1.02 | 0.04 | Analyze |
| MGK | Vanguard Mega Cap 300 Growth ETF | Mega cap | 12/17/2007 | 0.55% | 308.64% | 203.36% | 105.28% | 7.24% | 0.70 | 0.63 | 0.08 | Analyze |
| QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares ETF | Large cap | 03/21/2012 | 4.70% | 286.94% | 212.56% | 74.38% | 7.24% | 0.96 | 0.96 | -0.00 | Analyze |
| RPG | Invesco S&P 500 Pure Growth ETF | Large cap | 03/01/2006 | 0.20% | 372.16% | 254.56% | 117.60% | 7.20% | 0.64 | 0.66 | -0.02 | Analyze |
| RSP | Invesco S&P 500 Equal Weight ETF | Large cap | 04/24/2003 | 1.72% | 523.14% | 399.85% | 123.29% | 6.42% | 0.71 | 0.74 | -0.03 | Analyze |
| FPX | First Trust US Equity Opportunities ETF | Large and mid cap | 04/12/2006 | 0.35% | 352.45% | 252.12% | 100.33% | 6.18% | 0.60 | 0.65 | -0.05 | Analyze |
| VUG | Vanguard Growth ETF | Large cap | 01/26/2004 | 0.60% | 415.72% | 303.67% | 112.05% | 6.08% | 0.69 | 0.68 | 0.01 | Analyze |
| DTD | Wisdom Tree Total Dividend ETF | Multi-cap | 06/16/2006 | 2.49% | 360.60% | 263.59% | 97.01% | 6.05% | 0.84 | 0.67 | 0.18 | Analyze |
| DLN | WisdomTree LargeCap Dividend Fund ETF | Large cap | 06/16/2006 | 2.41% | 357.41% | 263.59% | 93.82% | 5.85% | 0.86 | 0.67 | 0.19 | Analyze |
| IVW | S&P 500 Growth ETF | Large cap | 05/22/2000 | 0.69% | 359.76% | 236.06% | 123.70% | 5.59% | 0.59 | 0.50 | 0.09 | Analyze |
| VXF | Vanguard Extended Market ETF | Small and mid cap | 12/27/2001 | 1.04% | 405.64% | 292.12% | 113.52% | 5.53% | 0.56 | 0.61 | -0.05 | Analyze |
| IWS | iShares Russell Mid-Cap Value ETF | Mid cap | 07/17/2001 | 1.78% | 406.46% | 292.17% | 114.29% | 5.45% | 0.60 | 0.58 | 0.03 | Analyze |
| IWM | iShares Russell 2000 ETF | Small cap | 05/22/2000 | 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 | 1.62% | 346.41% | 267.97% | 78.44% | 4.71% | 0.78 | 0.68 | 0.10 | Analyze |
| QQXT | NASDAQ 100 Ex-Technology ETF | Large cap | 02/08/2007 | 0.69% | 278.38% | 209.68% | 68.70% | 4.46% | 0.59 | 0.63 | -0.03 | Analyze |
| SLYG | SPDR S&P 600 Small Cap Growth ETF | Small cap | 09/25/2000 | 1.08% | 307.33% | 222.39% | 84.94% | 3.90% | 0.43 | 0.49 | -0.06 | Analyze |
| EZM | WisdomTree MidCap Earnings Fund ETF | Mid cap | 02/23/2007 | 1.61% | 268.36% | 210.59% | 57.77% | 3.76% | 0.56 | 0.63 | -0.07 | Analyze |
| MDYG | SPDR S&P 400 Mid Cap Growth ETF | Mid cap | 11/08/2005 | 1.08% | 330.53% | 267.97% | 62.56% | 3.76% | 0.62 | 0.68 | -0.06 | Analyze |
| VO | Vanguard Mid-Cap ETF | Mid cap | 01/26/2004 | 1.42% | 370.79% | 303.67% | 67.12% | 3.64% | 0.62 | 0.68 | -0.06 | Analyze |
| MOAT | Market Vectors Morningstar Wide Moat ETF | Multi-cap | 04/24/2012 | 1.23% | 251.27% | 214.85% | 36.42% | 3.58% | 0.11 | 0.94 | -0.83 | Analyze |
| CZA | Invesco Mid-Cap Core ETF | Mid cap | 04/02/2007 | 1.00% | 266.66% | 213.69% | 52.97% | 3.47% | 0.62 | 0.63 | -0.02 | Analyze |
| PWB | Invesco Dynamic Large Cap Growth ETF | Large cap | 03/03/2005 | 0.06% | 328.64% | 276.08% | 52.56% | 3.03% | 0.64 | 0.67 | -0.03 | Analyze |
| EES | WisdomTree SmallCap Earnings Fund ETF | Small cap | 02/23/2007 | 1.85% | 253.53% | 210.59% | 42.94% | 2.80% | 0.55 | 0.63 | -0.07 | Analyze |
| PKW | Invesco Buyback Achievers ETF | Multi-cap | 12/20/2006 | 1.01% | 260.35% | 217.50% | 42.85% | 2.76% | 0.63 | 0.63 | -0.00 | Analyze |
| FTCS | First Trust Capital Strength ETF | Large cap | 07/06/2006 | 1.14% | 299.07% | 255.28% | 43.79% | 2.74% | 0.66 | 0.67 | -0.00 | Analyze |
| VBK | Vanguard Small-Cap Growth ETF | Small cap | 01/26/2004 | 0.37% | 350.44% | 303.67% | 46.77% | 2.54% | 0.53 | 0.68 | -0.14 | Analyze |
| SLY | S&P Smallcap 600 ETF | Small cap | 11/08/2005 | 1.65% | 307.61% | 267.97% | 39.64% | 2.38% | 0.59 | 0.68 | -0.09 | Analyze |
| IUSG | iShares Core S&P U.S. Growth ETF | Large and mid cap | 07/24/2000 | 0.85% | 277.22% | 226.15% | 51.07% | 2.33% | 0.49 | 0.50 | -0.01 | Analyze |
| SPTM | SPDR Portfolio Total Stock Market ETF | Total market | 10/04/2000 | 1.61% | 287.99% | 239.15% | 48.84% | 2.25% | 0.56 | 0.51 | 0.05 | Analyze |
| VOT | Vanguard Mid-Cap Growth ETF | Mid cap | 08/17/2006 | 0.61% | 281.19% | 248.71% | 32.48% | 2.05% | 0.57 | 0.67 | -0.10 | Analyze |
| RWK | Invesco S&P Mid Cap Revenue ETF | Mid cap | 02/22/2008 | 1.23% | 256.99% | 230.77% | 26.22% | 1.83% | 0.54 | 0.67 | -0.13 | Analyze |
| VTI | Vanguard Total Stock Market ETF | Total market | 05/24/2001 | 1.56% | 314.59% | 279.42% | 35.17% | 1.67% | 0.59 | 0.57 | 0.02 | Analyze |
| FAD | First Trust Multi Cap Growth AlphaDEX ETF | Multi-cap | 05/08/2007 | 0.30% | 224.69% | 201.34% | 23.35% | 1.54% | 0.53 | 0.62 | -0.09 | Analyze |
| VB | Vanguard Small-Cap ETF | Small cap | 01/26/2004 | 1.55% | 327.90% | 303.67% | 24.23% | 1.31% | 0.55 | 0.68 | -0.13 | Analyze |
| EQWL | Invesco Russell Top 200 Equal Weight Portfolio ETF | Mega cap | 12/01/2006 | 2.18% | 240.60% | 222.41% | 18.19% | 1.17% | 0.66 | 0.63 | 0.02 | Analyze |
| VV | Vanguard Large-Cap ETF | Large cap | 01/27/2004 | 1.54% | 322.83% | 303.67% | 19.16% | 1.04% | 0.68 | 0.68 | 0.00 | Analyze |
| FTC | First Trust Large Cap Growth Opportunities AlphaDEX Fund ETF | Large cap | 05/08/2007 | 0.24% | 214.50% | 198.78% | 15.72% | 1.04% | 0.55 | 0.62 | -0.06 | Analyze |
| DIA | SPDR Dow Jones Industrial Average ETF | Large cap | 01/13/1998 | 1.95% | 401.65% | 377.16% | 24.49% | 1.00% | 0.60 | 0.57 | 0.03 | Analyze |
| MTUM | iShares MSCI USA Momentum Factor ETF | Large and mid cap | 04/16/2013 | 1.12% | 189.80% | 182.24% | 7.56% | 0.82% | 0.04 | 0.92 | -0.87 | Analyze |
| FNX | First Trust Mid Cap Core AlphaDEX ETF | Mid cap | 05/08/2007 | 1.33% | 213.00% | 201.34% | 11.66% | 0.77% | 0.50 | 0.62 | -0.12 | Analyze |
| IWV | iShares Russell 3000 ETF | Total market | 05/22/2000 | 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 | 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 | 1.50% | 209.15% | 200.60% | 8.55% | 0.59% | 0.64 | 0.63 | 0.01 | Analyze |
| SPLG | SPDR Portfolio Large Cap ETF | Large and mid cap | 11/08/2005 | 1.57% | 277.40% | 267.97% | 9.43% | 0.57% | 0.65 | 0.68 | -0.03 | Analyze |
| VIG | Vanguard Dividend Appreciation ETF | Multi-cap | 04/21/2006 | 1.95% | 253.80% | 244.97% | 8.83% | 0.55% | 0.76 | 0.65 | 0.11 | Analyze |
| EEH | ELEMENTS Linked to the SPECTRUM Large Cap U.S. Sector Momentum Index ETN | Large cap | 08/02/2007 | 0.00% | 212.85% | 204.93% | 7.92% | 0.53% | 0.36 | 0.63 | -0.27 | Analyze |
| DGRW | WisdomTree U.S. Quality Dividend Growth ETF | Large and mid cap | 05/17/2013 | 2.09% | 166.03% | 162.19% | 3.84% | 0.42% | 0.92 | 0.91 | 0.02 | Analyze |
| PRFZ | Invesco FTSE RAFI US 1500 Small-Mid Portfolio ETF | Small and mid cap | 09/20/2006 | 1.27% | 247.45% | 241.17% | 6.28% | 0.40% | 0.50 | 0.66 | -0.16 | Analyze |
| IWD | iShares Russell 1000 Value ETF | Large and mid cap | 05/22/2000 | 1.94% | 244.36% | 236.06% | 8.30% | 0.38% | 0.52 | 0.50 | 0.02 | Analyze |
| IWL | iShares Russell Top 200 ETF | Mega cap | 09/22/2009 | 1.39% | 322.03% | 317.87% | 4.16% | 0.33% | 0.16 | 0.95 | -0.79 | Analyze |
| VOO | Vanguard S&P 500 ETF | Large cap | 09/07/2010 | 1.54% | 302.44% | 299.10% | 3.34% | 0.28% | 1.00 | 1.02 | -0.02 | Analyze |
| UVDV | UVA Dividend Value ETF | Multi-cap | 02/29/1980 | 0.55% | -4.91% | -15.62% | 10.71% | 0.25% | -0.60 | -1.33 | 0.73 | Analyze |
| IVV | iShares Core S&P 500 Index Fund ETF | Large cap | 05/15/2000 | 1.52% | 232.03% | 228.61% | 3.42% | 0.15% | 0.51 | 0.50 | 0.01 | Analyze |
| VONV | Vanguard Russell 1000 Value ETF | Large and mid cap | 09/20/2010 | 1.95% | -2.73% | -4.48% | 1.75% | 0.15% | -0.12 | 0.08 | -0.20 | Analyze |
| SYLD | Cambria Shareholder Yield ETF | Multi-cap | 05/13/2013 | 2.39% | 155.14% | 153.88% | 1.26% | 0.14% | 0.67 | 0.91 | -0.24 | Analyze |
| DGRO | iShares Core Dividend Growth ETF | Multi-cap | 06/10/2014 | 2.15% | 123.65% | 122.99% | 0.66% | 0.08% | 0.85 | 0.81 | 0.04 | Analyze |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | Total market | 01/20/2004 | 1.54% | 200.22% | 198.75% | 1.47% | 0.08% | 0.94 | 0.96 | -0.02 | Analyze |
| SCHX | Schwab U.S. Large-Cap ETF | Large cap | 11/03/2009 | 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 | 2.39% | -6.30% | -5.78% | -0.52% | -0.04% | -0.62 | -1.53 | 0.91 | Analyze |
| SCHG | Schwab U.S. Large-Cap Growth ETF | Large cap | 12/11/2009 | 0.91% | -6.64% | -5.78% | -0.86% | -0.07% | -0.38 | -1.53 | 1.15 | Analyze |
| SCHA | Schwab U.S. Small-Cap ETF | Small cap | 11/03/2009 | 2.48% | -8.93% | -5.78% | -3.15% | -0.25% | -1.08 | -1.53 | 0.45 | Analyze |
| DEF | Invesco Defensive Equity ETF | Large cap | 12/15/2006 | 1.21% | 197.69% | 217.61% | -19.92% | -1.28% | 0.67 | 0.63 | 0.03 | Analyze |
| LGLV | SPDR SSGA US Large Cap Low Volatility Index ETF | Large and mid cap | 02/20/2013 | 1.75% | 167.79% | 189.69% | -21.90% | -2.34% | 0.99 | 0.94 | 0.04 | Analyze |
| FVD | First Trust VL Dividend ETF | Multi-cap | 08/19/2003 | 2.02% | 259.19% | 358.36% | -99.17% | -5.26% | 0.77 | 0.71 | 0.05 | Analyze |
| TOTAL | 78 |
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