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U.S. Large Cap Blend 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY 29.25% 14.25% 16.1% 71,245 0.89
iShares S&P 500 Index IVV 29.24% 14.35% 16.07% 4,319 0.87
Vanguard Total Stock Market VTI 33.11% 14.92% 16.66% 4,400 0.98
iShares Russell 1000 IWB 31.58% 14.81% 16.45% 692 0.93
Rydex S&P Equal Weight RSP 32.92% 12.51% 14.29% 2,425 0.88
iShares S&P 100 OEF 30.55% 15.21% 16.62% 279 0.92
Vanguard Large Cap VV 31.04% 14.95% 16.66% 313 0.92
Schwab U.S. Large Cap SCHX 31.43% 14.98% 16.54% 895 0.93
Vanguard S&P 500 VOO 29.23% 14.29% 16.17% 3,483 0.87

U.S. Large Cap Growth 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ 46.71% 23.44% 24.97% 37,875 1.32
Vanguard Growth ETF VUG 39.15% 20.46% 20.65% 893 1.12
iShares Russell 1000 Growth Index IWF 37.98% 19.9% 20.84% 1,450 1.1
iShares S&P 500 Growth Index IVW 34.32% 17.63% 19.12% 2,198 1.0

U.S. Large Cap Value 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV 22.04% 9.2% 12.58% 2,678 0.64
SPDR Dow Jones Industrial Aver DIA 23.1% 10.85% 15.63% 3,472 0.65
SPDR S&P Dividend SDY 21.65% 10.8% 12.08% 692 0.58
Vanguard Dividend Appreciation VIG 20.93% 13.08% 14.5% 1,471 0.67
iShares Russell 1000 Value Ind IWD 22.97% 8.87% 11.51% 2,640 0.64
iShares S&P 500 Value Index IVE 20.47% 9.57% 11.99% 805 0.59
iShares Dow Jones Select Divid DVY 21.82% 8.33% 10.64% 690 0.55

U.S. Mid Cap Blend 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY 39.21% 11.37% 13.95% 909 0.95
iShares S&P MidCap 400 Index IJH 39.3% 11.56% 14.18% 1,294 0.95
Vanguard Mid-Cap ETF VO 32.47% 12.99% 14.62% 687 0.89
iShares Russell Midcap Index IWR 33.77% 14.19% 15.35% 1,253 0.9
Vanguard Extended Market Index VXF 52.18% 17.05% 18.34% 713 1.31

U.S. Mid Cap Growth 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK 37.6% 11.38% 13.93% 357 0.98
iShares Russell Midcap Growth IWP 36.81% 17.47% 18.14% 836 1.02
Vanguard Mid-Cap Growth ETF VOT 37.45% 17.56% 17.56% 168 1.05

U.S. Mid Cap Value 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ 36.86% 8.97% 11.64% 457 0.81
iShares Russell Midcap Value I IWS 28.75% 9.08% 11.59% 522 0.72
Vanguard Mid-Cap Value ETF VOE 26.53% 8.15% 11.65% 342 0.67

U.S. Small Cap Blend 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB 43.29% 13.87% 15.86% 902 1.09
iShares S&P SmallCap 600 Index IJR 49.61% 13.16% 16.29% 4,813 1.14
iShares Russell 2000 Index IWM 49.89% 13.79% 16.7% 28,110 1.2
iShares Russell Microcap Index IWC 64.27% 15.03% 17.87% 95 1.49
Schwab U.S. Small-Cap ETF SCHA 48.34% 13.45% 15.69% 755 1.14

U.S. Small Cap Growth 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK 46.25% 18.46% 19.35% 263 1.21
iShares Russell 2000 Growth In IWO 50.93% 16.35% 19.05% 624 1.28
iShares S&P SmallCap 600 Growth IJT 44.98% 14.0% 16.79% 402 1.02

U.S. Small Cap Value 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR 39.66% 9.69% 12.7% 646 0.9
iShares S&P SmallCap 600 Value IJS 51.93% 11.3% 14.55% 578 1.15
iShares Russell 2000 Value Ind IWN 46.55% 10.42% 13.76% 1,761 1.0

Foreign Large Cap Equities 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA 21.9% 5.26% 8.87% 20,930 0.7
Vanguard MSCI EAFE ETF VEA 25.2% 6.07% 9.7% 9,364 0.79
Schwab International Equity SCHF 24.25% 6.07% 9.66% 2,817 0.77
iShares Dow Jones Intl Select IDV 11.82% 4.09% 7.34% 915 0.32
iShares MSCI EAFE Value Index EFV 18.72% 1.01% 6.4% 3,061 0.54
PowerShares Intl Dividend Achievers PID 13.51% 5.66% 8.14% 96 0.34
iShares MSCI EAFE Growth Index EFG 23.24% 8.75% 10.68% 511 0.8
PowerShares DWA Dev Mkts Techn PIZ 20.25% 6.57% 9.26% 41 0.6

Foreign Small/Mid Cap Equities 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ 31.01% 5.48% 10.79% 1,660 1.0
SPDR S&P International Small Cap GWX 36.71% 4.1% 9.61% 92 1.15
WisdomTree International Small DLS 20.54% 0.62% 7.85% 71 0.67
WisdomTree International MidCap DIM 17.72% 1.57% 7.1% 14 0.56

Europe Equities 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK 21.12% 5.38% 8.92% 3,437 0.62
iShares MSCI EMU Index EZU 22.23% 3.98% 9.08% 3,967 0.62
iShares S&P Europe 350 IEV 18.26% 3.72% 7.46% 219 0.54

Emerging Market Diversified Equities 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM 33.53% 6.06% 12.75% 41,367 0.97
Vanguard MSCI Emerging Markets VWO 31.54% 6.41% 12.45% 10,885 0.95
Schwab Emerging Markets SCHE 31.73% 6.37% 12.74% 1,545 0.95
WisdomTree Emerging Markets Equity Income DEM 13.91% 1.6% 9.57% 259 0.43
PoweShares FTSE RAFI Emerging Markets PXH 20.95% 1.79% 11.76% 360 0.61
PowerShares DWA Em Mkts Technical Leaders PIE 37.01% 6.73% 12.42% 73 1.05

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 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ -1.95% 9.7% 6.07% 4,615 -0.05
iShares Dow Jones US Real Estate IYR -4.48% 8.75% 6.69% 6,543 -0.11
iShares Cohen & Steers Realty ICF -6.06% 7.35% 3.65% 150 -0.15
SPDR Dow Jones REIT RWR -3.88% 6.37% 3.78% 136 -0.09

International REITs 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Dow Jones Intl Real Estat RWX -5.47% 0.65% 2.56% 313 -0.18
iShares FTSE EPRA/NAREIT Dev Real Estate IFGL -3.32% 2.23% 4.24% 47 -0.11
SPDR Dow Jones Global Real Estate RWO -3.93% 4.09% 3.29% 141 -0.11
iShares S&P Dev ex-US Property WPS -1.31% 2.12% 4.73% 9 -0.05
WisdomTree International Real Estate DRW -9.24% -2.03% 5.39% 12 -0.31

Broadbase Commodities 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
GreenHaven Continuous Commodity GCC 20.66% 1.35% 2.2% 84 1.12
iPath DJ-UBS Commodity Index Tracker DJP 21.41% -0.23% 2.78% 228 1.02
iShares S&P GSCI Commodity-Index GSG 9.26% -3.63% 1.49% 1,164 0.28
ELEMENTS Rogers Intl Commodity RJI 21.4% 1.19% 4.86% 139 0.8
PowerShares DB Commodity Index DBC 25.78% 2.24% 6.34% 2,581 1.17
United States Commodity Index USCI 15.86% -5.18% -2.04% 62 0.83

U.S. Total Bonds 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG -0.28% 5.09% 3.42% 6,049 -0.04
Vanguard Total Bond Market ETF BND -0.33% 5.17% 3.57% 5,429 -0.04
Vanguard Intermediate-Term Bond BIV 0.09% 6.22% 3.88% 1,404 0.0
Schwab Aggregate Bond SCHZ -0.24% 5.02% 3.3% 962 -0.03

U.S. Short Term Investment Grade Bonds 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH 2.36% 4.37% 3.35% 3,413 0.29
iShares 0-5 Year Investment Grade Corp Bond SLQD 2.22% 3.98% 2.92% 365 0.27
iShares Short Term Corp Bond IGSB 1.27% 3.45% 2.5% 2,786 0.14

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 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG 5.83% 5.61% 6.73% 28,087 0.33
SPDR Barclays Capital High Yield JNK 6.56% 5.46% 7.1% 7,728 0.38
PowerShares Fundamental High Yield PHB 6.14% 5.63% 6.24% 447 0.41

International Government Bonds ETFs 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX 1.6% 1.74% 2.73% 481 0.13
SPDR Barclays Cap S/T Intl Treasuries BWZ 3.86% -0.64% 1.36% 49 0.54
iShares S&P/Citi Intl Treasury IGOV 1.68% 1.12% 2.78% 227 0.19
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG -6.39% -4.44% -0.93% 4 -0.52

Emerging Market Bonds 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB -2.35% 3.8% 4.87% 4,406 -0.12
PCY PowerShares Emerging Mkts PCY -5.36% 3.4% 4.04% 1,104 -0.21
ELD WisdomTree Emerging Markets Local ELD -0.56% -0.89% 3.21% 33 -0.03
EMLC Market Vectors EM Local Curr EMLC 0.5% -1.79% 1.43% 2,183 0.03

U.S. Preferred/Convertible 03/05/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF 7.48% 5.64% 5.21% 5,943 0.23
PowerShares Financial Preferre PGF 5.21% 5.59% 5.61% 919 0.19
PowerShares Preferred PGX 5.3% 6.01% 5.36% 4,314 0.16
SPDR Barclays Capital Convertible CWB 53.33% 21.54% 18.97% 1,102 1.9
SPDR Wells Fargo Preferred Stk PSK 3.04% 5.24% 5.15% 271 0.11

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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