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U.S. Large Cap Blend 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY 12.04% 11.78% 13.21% 71,401 0.35
iShares S&P 500 Index IVV 12.6% 12.02% 13.28% 3,557 0.36
Vanguard Total Stock Market VTI 12.28% 11.55% 12.83% 3,078 0.35
iShares Russell 1000 IWB 13.08% 11.94% 13.1% 660 0.37
Rydex S&P Equal Weight RSP 0.13% 5.13% 7.82% 1,544 -0.01
iShares S&P 100 OEF 17.08% 13.46% 14.38% 307 0.5
Vanguard Large Cap VV 14.13% 12.52% 13.58% 276 0.4
Schwab U.S. Large Cap SCHX 13.45% 12.26% 13.28% 1,426 0.38
Vanguard S&P 500 VOO 10.27% 9.79% 11.11% 3,344 0.29

U.S. Large Cap Growth 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ 39.74% 23.32% 21.49% 44,442 1.14
Vanguard Growth ETF VUG 31.47% 19.71% 17.65% 981 0.9
iShares Russell 1000 Growth Index IWF 30.57% 20.11% 18.22% 1,743 0.88
iShares S&P 500 Growth Index IVW 25.59% 17.93% 16.94% 575 0.74

U.S. Large Cap Value 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV -2.84% 5.08% 9.23% 1,959 -0.1
SPDR Dow Jones Industrial Aver DIA 4.0% 10.01% 13.54% 3,318 0.1
SPDR S&P Dividend SDY -5.92% 4.9% 9.57% 665 -0.18
Vanguard Dividend Appreciation VIG 8.61% 12.75% 13.7% 1,170 0.26
iShares Russell 1000 Value Ind IWD -4.57% 3.26% 7.51% 2,238 -0.14
iShares S&P 500 Value Index IVE -2.6% 4.76% 8.64% 751 -0.09
iShares Dow Jones Select Divid DVY -14.27% 0.14% 6.57% 759 -0.39

U.S. Mid Cap Blend 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY -3.17% 3.35% 7.18% 943 -0.09
iShares S&P MidCap 400 Index IJH -2.83% 3.62% 7.44% 1,125 -0.08
Vanguard Mid-Cap ETF VO 4.95% 7.85% 9.27% 577 0.12
iShares Russell Midcap Index IWR 2.76% 8.29% 9.78% 1,458 0.06
Vanguard Extended Market Index VXF 9.85% 8.65% 9.98% 323 0.24

U.S. Mid Cap Growth 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK 4.45% 5.98% 7.75% 80 0.1
iShares Russell Midcap Growth IWP 16.49% 15.06% 13.41% 284 0.46
Vanguard Mid-Cap Growth ETF VOT 17.22% 14.03% 12.38% 132 0.48

U.S. Mid Cap Value 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ -14.54% -2.69% 3.08% 99 -0.34
iShares Russell Midcap Value I IWS -9.14% -0.82% 3.63% 472 -0.25
Vanguard Mid-Cap Value ETF VOE -7.3% 1.87% 6.11% 370 -0.2

U.S. Small Cap Blend 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB -0.19% 5.37% 8.03% 666 -0.02
iShares S&P SmallCap 600 Index IJR -8.88% 1.66% 7.26% 3,822 -0.23
iShares Russell 2000 Index IWM -0.65% 3.58% 7.25% 23,501 -0.03
iShares Russell Microcap Index IWC 4.5% 2.6% 5.91% 27 0.1
Schwab U.S. Small-Cap ETF SCHA -1.46% 3.48% 6.79% 700 -0.05

U.S. Small Cap Growth 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK 13.39% 13.05% 11.88% 188 0.35
iShares Russell 2000 Growth In IWO 11.53% 9.35% 9.75% 354 0.29
iShares S&P SmallCap 600 Growth IJT -2.81% 4.81% 8.27% 129 -0.08

U.S. Small Cap Value 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR -11.39% -1.11% 4.6% 433 -0.28
iShares S&P SmallCap 600 Value IJS -15.6% -2.05% 4.98% 216 -0.38
iShares Russell 2000 Value Ind IWN -15.32% -4.69% 2.17% 1,271 -0.36

Foreign Large Cap Equities 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA NA NA NA 25,854 NA
Vanguard MSCI EAFE ETF VEA 3.79% 1.79% 5.72% 9,360 0.11
Schwab International Equity SCHF 3.3% 1.78% 5.57% 3,581 0.09
iShares Dow Jones Intl Select IDV -11.03% -3.54% 2.67% 849 -0.32
iShares MSCI EAFE Value Index EFV -9.76% -4.7% 0.88% 1,098 -0.31
PowerShares Intl Dividend Achievers PID -15.13% -2.73% 1.16% 155 -0.4
iShares MSCI EAFE Growth Index EFG 14.14% 7.27% 8.77% 372 0.48
PowerShares DWA Dev Mkts Techn PIZ 18.24% 6.03% 7.59% 26 0.54

Foreign Small/Mid Cap Equities 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ 7.43% 1.98% 7.1% 1,146 0.23
SPDR S&P International Small Cap GWX 8.22% 0.35% 6.0% 60 0.25
WisdomTree International Small DLS -1.38% -2.69% 5.01% 81 -0.06
WisdomTree International MidCap DIM -5.9% -4.66% 0.99% 13 -0.2

Europe Equities 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK 2.8% 0.86% 4.55% 4,402 0.07
iShares MSCI EMU Index EZU 0.36% -2.99% 2.11% 4,802 -0.0
iShares S&P Europe 350 IEV 1.65% -0.44% 3.4% 193 0.03

Emerging Market Diversified Equities 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM 9.56% 1.46% 8.0% 41,567 0.27
Vanguard MSCI Emerging Markets VWO 9.2% 2.12% 8.01% 11,054 0.27
Schwab Emerging Markets SCHE 8.93% 2.43% 8.35% 2,137 0.26
WisdomTree Emerging Markets Equity Income DEM -9.68% -1.43% 5.24% 336 -0.31
PoweShares FTSE RAFI Emerging Markets PXH -8.79% -2.91% 6.96% 472 -0.27
PowerShares DWA Em Mkts Technical Leaders PIE 11.04% 2.12% 6.22% 90 0.3

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 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ -10.79% 2.21% 5.56% 4,415 -0.27
iShares Dow Jones US Real Estate IYR -10.41% 3.04% 6.17% 4,497 -0.27
iShares Cohen & Steers Realty ICF -13.24% 0.24% 2.25% 70 -0.34
SPDR Dow Jones REIT RWR -23.5% -5.16% -1.45% 137 -0.54

International REITs 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Dow Jones Intl Real Estat RWX -14.61% -2.53% 0.8% 557 -0.51
iShares FTSE EPRA/NAREIT Dev Real Estate IFGL -11.17% -1.63% 2.22% 68 -0.4
SPDR Dow Jones Global Real Estate RWO -21.7% -5.73% -2.03% 212 -0.62
iShares S&P Dev ex-US Property WPS -9.86% -1.47% 2.9% 122 -0.36
WisdomTree International Real Estate DRW -13.71% -3.98% 4.56% 13 -0.48

Broadbase Commodities 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
GreenHaven Continuous Commodity GCC 0.79% -2.12% -1.8% 34 0.02
iPath DJ-UBS Commodity Index Tracker DJP -9.38% -4.86% -3.73% 253 -0.5
iShares S&P GSCI Commodity-Index GSG -28.97% -9.35% -8.32% 527 -0.92
ELEMENTS Rogers Intl Commodity RJI -14.59% -4.32% -3.1% 59 -0.59
PowerShares DB Commodity Index DBC -11.28% -3.37% -1.63% 1,130 -0.56
United States Commodity Index USCI -15.28% -8.96% -6.19% 43 -0.84

U.S. Total Bonds 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG 7.76% 5.2% 4.22% 5,979 0.85
Vanguard Total Bond Market ETF BND 5.46% 2.47% 1.56% 4,388 0.53
Vanguard Intermediate-Term Bond BIV 9.99% 6.21% 4.86% 1,056 1.41
Schwab Aggregate Bond SCHZ 7.92% 5.14% 4.14% 725 0.83

U.S. Short Term Investment Grade Bonds 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH 5.48% 3.91% 3.32% 2,324 0.63
iShares 0-5 Year Investment Grade Corp Bond SLQD 5.22% 3.7% 2.99% 358 0.6
iShares Short Term Corp Bond IGSB 3.78% 3.38% 2.69% 2,198 0.38

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 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG 1.32% 3.8% 4.68% 24,080 0.05
SPDR Barclays Capital High Yield JNK -3.94% -2.02% -1.0% 7,304 -0.26
PowerShares Fundamental High Yield PHB -1.88% -0.39% 0.65% 554 -0.16

International Government Bonds ETFs 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX 4.77% 1.86% 2.73% 292 0.38
SPDR Barclays Cap S/T Intl Treasuries BWZ 4.5% 0.09% 1.36% 44 0.6
iShares S&P/Citi Intl Treasury IGOV 6.06% 2.53% -9.9% 231 0.68
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG 5.26% -0.2% 1.0% 2 0.74

Emerging Market Bonds 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB -1.03% -1.31% 0.58% 3,074 -0.08
PCY PowerShares Emerging Mkts PCY -0.43% 2.25% 4.59% 1,065 -0.04
ELD WisdomTree Emerging Markets Local ELD 0.0% -0.3% 3.38% 24 -0.03
EMLC Market Vectors EM Local Curr EMLC 1.17% -22.0% -11.6% 1,850 0.04

U.S. Preferred/Convertible 09/18/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF 3.32% 3.65% 4.14% 3,327 0.09
PowerShares Financial Preferre PGF 5.54% 5.37% 6.12% 397 0.19
PowerShares Preferred PGX 4.83% 5.05% 5.66% 2,423 0.13
SPDR Barclays Capital Convertible CWB 32.51% 14.63% 13.37% 1,087 1.22
SPDR Wells Fargo Preferred Stk PSK 4.67% 4.73% 5.98% 221 0.15

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
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