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U.S. Large Cap Blend 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY 49.1% 18.7% 17.68% 73,429 2.81
iShares S&P 500 Index IVV 49.25% 18.79% 17.77% 3,807 2.82
Vanguard Total Stock Market VTI 53.54% 18.82% 17.98% 3,781 2.97
iShares Russell 1000 IWB 51.82% 19.01% 17.91% 643 2.92
Rydex S&P Equal Weight RSP 64.23% 17.01% 15.89% 2,540 3.05
iShares S&P 100 OEF 46.85% 19.87% 18.21% 254 2.6
Vanguard Large Cap VV 50.37% 19.22% 18.13% 257 2.86
Schwab U.S. Large Cap SCHX 51.27% 19.2% 18.13% 739 2.9
Vanguard S&P 500 VOO 49.29% 18.75% 17.75% 3,672 2.82

U.S. Large Cap Growth 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ 51.38% 27.14% 26.95% 46,073 2.2
Vanguard Growth ETF VUG 49.39% 24.26% 22.09% 794 2.31
iShares Russell 1000 Growth Index IWF 48.38% 23.83% 22.41% 1,150 2.27
iShares S&P 500 Growth Index IVW 47.14% 21.96% 20.92% 2,096 2.33

U.S. Large Cap Value 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV 51.4% 13.9% 14.1% 2,992 2.79
SPDR Dow Jones Industrial Aver DIA 48.48% 15.4% 16.93% 3,710 2.66
SPDR S&P Dividend SDY 55.72% 15.45% 13.42% 504 2.53
Vanguard Dividend Appreciation VIG 42.09% 18.38% 16.26% 1,319 2.7
iShares Russell 1000 Value Ind IWD 54.32% 13.28% 12.82% 2,521 2.82
iShares S&P 500 Value Index IVE 49.34% 14.1% 13.36% 1,003 2.64
iShares Dow Jones Select Divid DVY 65.83% 12.5% 12.34% 681 2.83

U.S. Mid Cap Blend 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY 73.03% 14.85% 15.33% 734 3.1
iShares S&P MidCap 400 Index IJH 73.3% 15.01% 15.56% 1,153 3.12
Vanguard Mid-Cap ETF VO 57.94% 16.4% 15.75% 603 3.04
iShares Russell Midcap Index IWR 61.97% 17.59% 16.41% 1,265 3.17
Vanguard Extended Market Index VXF 75.93% 18.32% 18.53% 404 3.24

U.S. Mid Cap Growth 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK 60.46% 14.28% 15.1% 218 2.77
iShares Russell Midcap Growth IWP 46.35% 19.79% 18.92% 924 2.11
Vanguard Mid-Cap Growth ETF VOT 48.45% 19.89% 18.08% 141 2.33

U.S. Mid Cap Value 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ 84.76% 12.97% 13.24% 379 3.08
iShares Russell Midcap Value I IWS 69.83% 12.9% 12.65% 775 3.13
Vanguard Mid-Cap Value ETF VOE 67.66% 12.45% 13.32% 339 3.04

U.S. Small Cap Blend 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB 72.96% 15.73% 16.48% 645 3.13
iShares S&P SmallCap 600 Index IJR 87.94% 14.05% 16.6% 4,327 3.07
iShares Russell 2000 Index IWM 79.02% 14.28% 16.8% 26,632 2.94
iShares Russell Microcap Index IWC 94.65% 14.72% 17.56% 125 3.22
Schwab U.S. Small-Cap ETF SCHA 78.88% 14.62% 16.0% 570 3.07

U.S. Small Cap Growth 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK 56.0% 18.62% 19.32% 222 2.43
iShares Russell 2000 Growth In IWO 63.96% 15.78% 18.75% 584 2.43
iShares S&P SmallCap 600 Growth IJT 74.28% 14.49% 17.21% 308 2.79

U.S. Small Cap Value 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR 87.6% 12.66% 13.72% 580 3.22
iShares S&P SmallCap 600 Value IJS 100.31% 12.52% 14.89% 663 3.12
iShares Russell 2000 Value Ind IWN 94.14% 11.75% 14.19% 1,795 3.0

Foreign Large Cap Equities 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA 47.32% 7.32% 10.11% 17,898 2.69
Vanguard MSCI EAFE ETF VEA 51.17% 8.16% 10.9% 8,518 2.94
Schwab International Equity SCHF 50.43% 8.12% 10.81% 2,389 2.91
iShares Dow Jones Intl Select IDV 53.21% 5.98% 8.71% 784 2.68
iShares MSCI EAFE Value Index EFV 50.79% 2.76% 7.49% 3,079 2.49
PowerShares Intl Dividend Achievers PID 56.72% 8.44% 9.21% 69 2.62
iShares MSCI EAFE Growth Index EFG 42.23% 11.18% 12.08% 660 2.56
PowerShares DWA Dev Mkts Techn PIZ 49.49% 10.97% 11.5% 23 2.83

Foreign Small/Mid Cap Equities 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ 58.48% 7.77% 11.66% 1,626 3.29
SPDR S&P International Small Cap GWX 59.4% 6.24% 9.97% 92 3.37
WisdomTree International Small DLS 52.79% 3.24% 8.84% 44 3.16
WisdomTree International MidCap DIM 46.84% 3.32% 7.97% 7 2.76

Europe Equities 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK 54.66% 8.25% 10.59% 3,130 2.8
iShares MSCI EMU Index EZU 61.39% 6.93% 10.7% 3,251 2.91
iShares S&P Europe 350 IEV 50.75% 6.52% 9.21% 168 2.61

Emerging Market Diversified Equities 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM 54.05% 8.17% 13.1% 37,617 2.63
Vanguard MSCI Emerging Markets VWO 53.11% 8.81% 12.78% 9,205 2.67
Schwab Emerging Markets SCHE 52.53% 8.91% 12.99% 1,455 2.6
WisdomTree Emerging Markets Equity Income DEM 42.89% 5.7% 11.29% 209 2.46
PoweShares FTSE RAFI Emerging Markets PXH 49.9% 5.11% 12.13% 315 2.53
PowerShares DWA Em Mkts Technical Leaders PIE 62.94% 9.45% 13.72% 62 2.87

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 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ 39.72% 12.44% 7.15% 3,775 1.77
iShares Dow Jones US Real Estate IYR 37.81% 11.86% 7.97% 6,135 1.72
iShares Cohen & Steers Realty ICF 31.66% 10.66% 5.14% 114 1.43
SPDR Dow Jones REIT RWR 41.91% 8.36% 4.76% 117 1.59

International REITs 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Dow Jones Intl Real Estat RWX 37.58% 2.62% 3.12% 213 2.13
iShares FTSE EPRA/NAREIT Dev Real Estate IFGL 34.64% 3.93% 4.75% 24 1.97
SPDR Dow Jones Global Real Estate RWO 40.41% 6.05% 4.06% 127 1.89
iShares S&P Dev ex-US Property WPS 35.53% 3.78% 5.25% 6 2.11
WisdomTree International Real Estate DRW 24.33% -0.2% 6.1% 13 1.37

Broadbase Commodities 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
GreenHaven Continuous Commodity GCC 51.61% 5.05% 2.97% 89 3.72
iPath DJ-UBS Commodity Index Tracker DJP 62.62% 2.66% 3.33% 200 3.95
iShares S&P GSCI Commodity-Index GSG 75.42% -4.02% 1.05% 1,250 3.71
ELEMENTS Rogers Intl Commodity RJI 78.96% 2.78% 5.02% 78 4.61
PowerShares DB Commodity Index DBC 69.96% 2.93% 6.43% 2,595 4.04
United States Commodity Index USCI 57.14% -2.58% -0.48% 52 4.42

U.S. Total Bonds 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG 0.09% NA 3.16% 5,233 0.01
Vanguard Total Bond Market ETF BND 0.12% 5.46% 3.31% 4,817 0.02
Vanguard Intermediate-Term Bond BIV 1.28% 6.61% 3.53% 1,254 0.36
Schwab Aggregate Bond SCHZ 0.21% 5.26% 3.03% 818 0.05

U.S. Short Term Investment Grade Bonds 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH 4.33% 4.58% 3.08% 2,904 3.08
iShares 0-5 Year Investment Grade Corp Bond SLQD 3.23% 4.11% 2.73% 355 2.38
iShares Short Term Corp Bond IGSB 4.47% 3.98% 2.64% 3,073 2.69

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 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG 15.82% 5.94% 6.42% 22,215 2.28
SPDR Barclays Capital High Yield JNK 17.5% 5.9% 6.52% 8,376 2.52
PowerShares Fundamental High Yield PHB 16.71% 6.07% 5.82% 358 2.77

International Government Bonds ETFs 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX 7.89% 2.86% 2.06% 424 1.23
SPDR Barclays Cap S/T Intl Treasuries BWZ 9.28% 0.98% 1.02% 31 1.73
iShares S&P/Citi Intl Treasury IGOV 7.97% 2.45% 2.06% 254 1.33
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG -1.74% -2.98% -1.37% 3 -0.15

Emerging Market Bonds 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB 14.68% 5.94% 4.86% 4,550 1.79
PCY PowerShares Emerging Mkts PCY 16.75% 5.84% 4.12% 898 1.74
ELD WisdomTree Emerging Markets Local ELD 14.5% 1.55% 2.64% 31 1.28
EMLC Market Vectors EM Local Curr EMLC 16.79% 1.06% 1.17% 1,921 1.68

U.S. Preferred/Convertible 05/07/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF 19.48% 6.99% 5.39% 4,440 2.39
PowerShares Financial Preferre PGF 11.5% 6.78% 5.54% 410 1.72
PowerShares Preferred PGX 12.86% 7.18% 5.52% 3,591 1.93
SPDR Barclays Capital Convertible CWB 58.83% 21.0% 18.39% 1,007 3.12
SPDR Wells Fargo Preferred Stk PSK 9.84% 6.37% 5.18% 194 1.57

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
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