MyPlanIQ Advanced Investors ETFs in Asset Classes
Advanced Investors
Advanced Strategies 360° Market Overview
Asset Trends & Correlation Retirement Calculator
ETFs in Asset Classes SmartMoneyIQ Managers

U.S. Large Cap Blend 05/10/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY 27.98% 9.21% 14.4% 69,668 2.1
iShares S&P 500 Index IVV 28.14% 9.27% 14.5% 5,463 2.11
Vanguard Total Stock Market VTI 27.83% 7.69% 13.63% 3,057 2.01
iShares Russell 1000 IWB 28.13% 8.21% 14.0% 716 2.07
Rydex S&P Equal Weight RSP 18.77% 4.91% 11.27% 6,230 1.24
iShares S&P 100 OEF 31.86% 10.81% 15.86% 219 2.28
Vanguard Large Cap VV 28.69% 8.66% 14.37% 258 2.13
Schwab U.S. Large Cap SCHX 28.72% -13.86% -0.53% 1,750 2.12
Vanguard S&P 500 VOO 28.17% 9.27% 14.47% 5,319 2.11

U.S. Large Cap Growth 05/10/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ 36.87% 11.42% 19.8% 44,664 2.04
Vanguard Growth ETF VUG 36.02% 9.68% 17.31% 1,037 2.07
iShares Russell 1000 Growth Index IWF 36.24% 10.95% 17.73% 1,222 2.16
iShares S&P 500 Growth Index IVW 31.83% 8.51% 15.21% 3,443 2.02

U.S. Large Cap Value 05/10/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV 20.49% 7.33% 11.03% 2,328 1.66
SPDR Dow Jones Industrial Aver DIA 20.08% 6.34% 10.91% 3,735 1.64
SPDR S&P Dividend SDY 10.39% 3.72% 8.75% 313 0.56
Vanguard Dividend Appreciation VIG 18.62% 7.06% 12.19% 842 1.53
iShares Russell 1000 Value Ind IWD 19.4% 5.15% 9.56% 1,829 1.43
iShares S&P 500 Value Index IVE 23.57% 9.03% 12.32% 605 1.82
iShares Dow Jones Select Divid DVY 14.48% 3.93% 8.57% 524 0.79

U.S. Mid Cap Blend 05/10/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY 23.78% 4.41% 10.61% 884 1.25
iShares S&P MidCap 400 Index IJH 24.31% 4.62% 10.85% 6,360 1.29
Vanguard Mid-Cap ETF VO 20.94% 3.64% 10.17% 620 1.32
iShares Russell Midcap Index IWR 21.97% 3.5% 10.03% 1,388 1.31
Vanguard Extended Market Index VXF 26.25% -0.13% 9.03% 362 1.28

U.S. Mid Cap Growth 05/10/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK 28.87% 4.95% 10.86% 371 1.64
iShares Russell Midcap Growth IWP 23.99% 3.0% 10.27% 734 1.36
Vanguard Mid-Cap Growth ETF VOT 22.03% 2.64% 10.36% 189 1.24

U.S. Mid Cap Value 05/10/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ 19.14% 3.93% 9.39% 141 0.9
iShares Russell Midcap Value I IWS 20.67% 3.65% 9.02% 573 1.2
Vanguard Mid-Cap Value ETF VOE 19.75% 4.44% 9.56% 402 1.25

U.S. Small Cap Blend 05/10/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB 22.19% 1.95% 8.97% 798 1.07
iShares S&P SmallCap 600 Index IJR 19.22% 1.03% 8.15% 3,834 0.8
iShares Russell 2000 Index IWM 18.75% -1.1% 6.86% 34,284 0.76
iShares Russell Microcap Index IWC 15.3% -5.02% 5.58% 33 0.53
Schwab U.S. Small-Cap ETF SCHA 19.52% -20.67% -6.38% 1,235 0.84

U.S. Small Cap Growth 05/10/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK 18.11% -1.74% 7.21% 336 0.77
iShares Russell 2000 Growth In IWO 16.02% -2.74% 6.08% 527 0.62
iShares S&P SmallCap 600 Growth IJT 23.39% 1.58% 8.27% 101 1.09

U.S. Small Cap Value 05/10/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR 25.52% 4.53% 9.63% 569 1.3
iShares S&P SmallCap 600 Value IJS 14.87% 0.23% 7.07% 297 0.53
iShares Russell 2000 Value Ind IWN 21.28% 0.3% 6.92% 1,328 0.86

Foreign Large Cap Equities 05/10/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA 12.78% 3.18% 7.3% 14,627 0.72
Vanguard MSCI EAFE ETF VEA 12.47% 2.22% 7.39% 11,429 0.68
Schwab International Equity SCHF 12.88% 2.57% 7.52% 3,648 0.73
iShares Dow Jones Intl Select IDV 11.37% 1.21% 5.15% 628 0.57
iShares MSCI EAFE Value Index EFV 16.22% 5.33% 6.81% 2,472 1.0
PowerShares Intl Dividend Achievers PID 5.7% 5.34% 7.25% 146 0.14
iShares MSCI EAFE Growth Index EFG 9.21% 0.64% 7.08% 532 0.39
PowerShares DWA Dev Mkts Techn PIZ 17.02% -0.08% 7.29% 10 0.95

Foreign Small/Mid Cap Equities 05/10/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ 7.67% -3.08% 4.6% 1,374 0.28
SPDR S&P International Small Cap GWX 5.62% -3.64% 4.29% 53 0.13
WisdomTree International Small DLS 10.49% -0.67% 4.0% 36 0.5
WisdomTree International MidCap DIM 9.89% 0.8% 4.27% 5 0.48

Europe Equities 05/10/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK 13.29% 3.99% 8.33% 2,351 0.72
iShares MSCI EMU Index EZU 15.65% 4.19% 8.44% 2,374 0.82
iShares S&P Europe 350 IEV 13.45% 4.89% 8.33% 295 0.74

Emerging Market Diversified Equities 05/10/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM 11.48% -5.35% 2.56% 29,150 0.52
Vanguard MSCI Emerging Markets VWO 11.99% -2.9% 4.03% 10,078 0.59
Schwab Emerging Markets SCHE 12.34% -3.24% 3.57% 1,067 0.6
WisdomTree Emerging Markets Equity Income DEM 20.57% 4.74% 6.58% 290 1.24
PoweShares FTSE RAFI Emerging Markets PXH 15.83% 1.06% 4.24% 189 0.79
PowerShares DWA Em Mkts Technical Leaders PIE 19.71% -2.99% 7.25% 23 0.96

Emerging Market Small Cap 08/21/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P Emerging Markets Small EWX 1.58% -4.96% 1.25% 55 0.03
Wisdomtree Emerging Mkts Small DGS -8.58% -7.1% -0.07% 203 -0.29
Guggenheim Frontier Markets FRN NA NA NA -0 0.17

U.S. REITs 05/10/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ 4.19% -2.0% 2.83% 4,775 0.02
iShares Dow Jones US Real Estate IYR 4.27% -1.83% 2.64% 6,843 0.02
iShares Cohen & Steers Realty ICF 3.73% -1.2% 2.15% 140 -0.0
SPDR Dow Jones REIT RWR 4.98% -0.31% 1.81% 333 0.06

International REITs 01/26/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Dow Jones Intl Real Estat RWX -5.7% -4.56% -2.62% 100 -0.65
iShares FTSE EPRA/NAREIT Dev Real Estate IFGL -7.03% -6.21% -3.15% 26 -0.67
SPDR Dow Jones Global Real Estate RWO 0.12% 1.63% 1.4% 132 -0.24
iShares S&P Dev ex-US Property WPS -4.6% -5.26% -2.22% 4 -0.56
WisdomTree International Real Estate DRW -0.1% -8.96% -6.4% 6 -0.24

Broadbase Commodities 11/18/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
GreenHaven Continuous Commodity GCC 35.53% 24.43% 12.37% 91 0.95
iPath DJ-UBS Commodity Index Tracker DJP 14.6% 15.95% 7.33% 203 0.5
iShares S&P GSCI Commodity-Index GSG 22.44% 11.69% 6.39% 1,264 0.66
ELEMENTS Rogers Intl Commodity RJI 15.53% 16.12% 8.96% 61 0.57
PowerShares DB Commodity Index DBC 18.74% 18.35% 9.68% 2,942 0.65
United States Commodity Index USCI 25.55% 15.34% 5.93% 24 0.87

U.S. Total Bonds 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG 1.38% -2.87% 0.09% 8,918 -0.36
Vanguard Total Bond Market ETF BND 1.5% -2.89% 0.09% 7,486 -0.35
Vanguard Intermediate-Term Bond BIV 1.14% -2.92% 0.53% 1,102 -0.39
Schwab Aggregate Bond SCHZ 1.31% -2.92% 0.06% 654 -0.37

U.S. Short Term Investment Grade Bonds 05/10/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH 4.5% 0.13% 1.84% 4,086 0.23
iShares 0-5 Year Investment Grade Corp Bond SLQD 4.6% 0.63% 1.96% 212 0.32
iShares Short Term Corp Bond IGSB 4.58% 0.2% 1.55% 3,216 0.26

U.S. Intermediate Term Investment Grade Bonds 04/27/2018

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Intermediate CIU -0.44% 1.01% 1.47% 330 -0.69
Vanguard Interm-Tm Corp Bd Idx VCIT -1.87% 1.06% 1.9% 1,426 -0.85
iShares Barclays Credit Bond CFT -2.73% -1.67% -1.22% 62 -1.15
SPDR Barclays Cap Interm Term ITR NA NA NA 922 0.01
PIMCO Investment Grade Corp Bd CORP -1.84% 0.86% 1.88% 64 -0.76

U.S. Long Term Investment Grade Bonds 04/27/2018

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ Invest Grade Corp LQD NA NA NA 6,737 -0.76
Vanguard Long-Term Corp Bond I VCLT 1.22% 2.29% 3.26% 253 0.06
SPDR Barclays Capital Long Corp LWC -34.35% -11.54% -5.38% 105 -0.85

U.S. Long Term Treasury Bonds 04/27/2018

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PIMCO 25+ Year Zero Coupon Treasury ZROZ 1.28% -1.09% 2.51% 20 0.03
Vanguard Extended Duration Treasury EDV 1.57% -0.27% 2.55% 89 0.05
iShares 20+ Treasury TLT 0.05% -0.2% 1.98% 9,392 -0.08
SPDR Barclays Capital Long Term Treasury TLO -100.0% -100.0% -100.0% 116 -0.05
iShares Barclays 10-20 Year Treasury TLH -2.84% -0.35% 0.89% 46 -0.67
iShares Barclays 7-10 Year Treasury IEF -2.67% -0.32% 0.51% 3,133 -0.91
iPath Treasury 10-Year Bull ETN DTYL -4.57% -2.02% -0.11% 0 -0.97
iPath Treasury Long Bond Bull ETN DLBL 0.89% -0.22% 1.04% 0 0.01
PIMCO 15+ Year U.S. TIPS LTPZ 0.2% -0.66% -1.3% 24 -0.07
Vanguard Long Term Governmment Bond VGLT 0.07% -0.07% 1.99% 120 -0.09

U.S. High Yield Bonds 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG 10.85% 1.29% 3.04% 38,017 1.15
SPDR Barclays Capital High Yield JNK 11.16% 1.13% 3.05% 5,192 1.2
PowerShares Fundamental High Yield PHB 10.14% 1.72% 3.43% 191 1.14

International Government Bonds ETFs 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX -2.05% -8.48% -3.38% 218 -0.63
SPDR Barclays Cap S/T Intl Treasuries BWZ -1.12% -5.71% -2.2% 23 -0.73
iShares S&P/Citi Intl Treasury IGOV -1.33% -9.35% -4.1% 68 -0.54
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG 0.53% -5.42% -1.88% 5 -0.49

Emerging Market Bonds 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB 11.2% -2.56% 0.52% 6,236 0.82
PCY PowerShares Emerging Mkts PCY 16.5% -3.5% -0.45% 456 1.06
ELD WisdomTree Emerging Markets Local ELD 6.24% -1.09% 1.03% 16 0.23
EMLC Market Vectors EM Local Curr EMLC 3.39% -2.66% 0.23% 1,332 -0.05

U.S. Preferred/Convertible 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF 12.43% -0.62% 2.57% 4,602 0.94
PowerShares Financial Preferre PGF 15.26% 1.57% 3.47% 174 1.07
PowerShares Preferred PGX 10.88% -2.73% 0.9% 3,615 0.65
SPDR Barclays Capital Convertible CWB 11.38% -1.68% 9.45% 556 0.91
SPDR Wells Fargo Preferred Stk PSK 9.64% -2.22% 0.94% 98 0.57

Managed Futures ETFs 08/22/2014

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Elements S&P CTI ETN LSC -2.83% -9.97% -8.87% 3 -0.13
iShares Diversified Alternative ALT 6012400.0% 250.31% 116.41% 1 1030.12
WisdomTree Managed Futures WDTI -0.21% -5.4% NA 25 -0.05

Hedge Funds ETFs 06/10/2016

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
IQ Hedge Multi-Strategy QAI -2.01% 2.19% 2.29% 186 -0.55
Credit Suisse Merger Arbitrage CSMA 3.85% -0.37% -0.38% 1 0.23
PowerShares S&P 500 BuyWrite PBP 0.4% 5.0% 6.27% 96 0.02
ProShares Credit Suisse 130/30 CSM 2.44% -11.59% -1.53% 35 0.13
Cambria Global Tactical ETF GTAA -6.91% -0.21% -0.61% 1 -0.68
Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.