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U.S. Large Cap Blend 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY 16.12% 13.21% 13.29% 77,296 0.47
iShares S&P 500 Index IVV 16.19% 13.29% 13.23% 3,897 0.46
Vanguard Total Stock Market VTI 18.0% 13.38% 13.46% 3,346 0.51
iShares Russell 1000 IWB 17.57% 13.51% 13.46% 636 0.5
Rydex S&P Equal Weight RSP 7.9% 7.34% 8.91% 1,806 0.2
iShares S&P 100 OEF 19.29% 14.65% 13.86% 248 0.55
Vanguard Large Cap VV 18.59% 14.07% 13.82% 261 0.53
Schwab U.S. Large Cap SCHX 17.57% 13.7% 13.51% 948 0.5
Vanguard S&P 500 VOO 14.37% 11.24% 11.21% 3,274 0.41

U.S. Large Cap Growth 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ 44.51% 24.52% 21.52% 48,234 1.23
Vanguard Growth ETF VUG 36.71% 21.18% 18.02% 919 1.02
iShares Russell 1000 Growth Index IWF 34.27% 20.98% 18.6% 1,676 0.96
iShares S&P 500 Growth Index IVW -67.26% -25.04% -11.42% 1,197 -0.47

U.S. Large Cap Value 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV 0.85% 6.69% 9.37% 2,083 0.01
SPDR Dow Jones Industrial Aver DIA 7.58% 10.38% 12.92% 3,653 0.2
SPDR S&P Dividend SDY 0.18% 7.14% 10.09% 628 -0.0
Vanguard Dividend Appreciation VIG 14.55% 13.92% 13.83% 1,226 0.44
iShares Russell 1000 Value Ind IWD 0.41% 5.43% 7.81% 2,451 0.0
iShares S&P 500 Value Index IVE -0.64% 6.28% 8.65% 768 -0.03
iShares Dow Jones Select Divid DVY -7.55% 2.27% 7.23% 782 -0.2

U.S. Mid Cap Blend 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY 9.02% 6.59% 9.67% 874 0.21
iShares S&P MidCap 400 Index IJH 8.96% 6.7% 9.84% 1,016 0.21
Vanguard Mid-Cap ETF VO 14.78% 10.7% 11.32% 640 0.39
iShares Russell Midcap Index IWR 12.65% 11.18% 11.83% 1,327 0.33
Vanguard Extended Market Index VXF 23.77% 12.5% 13.08% 379 0.59

U.S. Mid Cap Growth 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK -70.75% -31.63% -16.42% 181 -0.49
iShares Russell Midcap Growth IWP 27.67% 17.97% 16.0% 374 0.77
Vanguard Mid-Cap Growth ETF VOT 28.43% 16.93% 14.98% 145 0.79

U.S. Mid Cap Value 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ -51.39% -19.69% -8.14% 150 -0.62
iShares Russell Midcap Value I IWS 0.2% 2.16% 5.3% 518 -0.0
Vanguard Mid-Cap Value ETF VOE 1.33% 4.64% 7.67% 416 0.02

U.S. Small Cap Blend 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB 13.18% 9.06% 10.97% 687 0.33
iShares S&P SmallCap 600 Index IJR 5.86% 5.13% 9.77% 4,219 0.13
iShares Russell 2000 Index IWM 13.19% 7.17% 10.17% 24,758 0.32
iShares Russell Microcap Index IWC 16.97% 5.25% 8.68% 32 0.4
Schwab U.S. Small-Cap ETF SCHA 12.51% 7.28% 9.82% 460 0.29

U.S. Small Cap Growth 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK 27.12% 16.23% 15.24% 189 0.72
iShares Russell 2000 Growth In IWO 25.89% 12.74% 13.11% 431 0.66
iShares S&P SmallCap 600 Growth IJT -43.25% -14.07% -3.38% 127 -0.53

U.S. Small Cap Value 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR 1.52% 2.93% 7.2% 448 0.03
iShares S&P SmallCap 600 Value IJS -51.07% -19.5% -6.48% 257 -0.62
iShares Russell 2000 Value Ind IWN -2.09% -0.83% 4.72% 1,656 -0.05

Foreign Large Cap Equities 10/30/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA NA NA NA 23,005 NA
Vanguard MSCI EAFE ETF VEA -4.83% -0.72% 3.67% 8,978 -0.17
Schwab International Equity SCHF -5.24% -0.73% 3.61% 2,892 -0.18
iShares Dow Jones Intl Select IDV -20.66% -5.66% 0.61% 887 -0.57
iShares MSCI EAFE Value Index EFV -18.67% -7.38% -1.07% 1,294 -0.56
PowerShares Intl Dividend Achievers PID -18.68% -3.88% -0.17% 142 -0.49
iShares MSCI EAFE Growth Index EFG 5.01% 4.66% 6.49% 442 0.16
PowerShares DWA Dev Mkts Techn PIZ 10.6% 4.07% 6.55% 30 0.31

Foreign Small/Mid Cap Equities 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ 9.49% 3.8% 7.89% 1,561 0.29
SPDR S&P International Small Cap GWX 10.23% 1.67% 6.66% 51 0.31
WisdomTree International Small DLS -2.36% -1.44% 5.19% 72 -0.09
WisdomTree International MidCap DIM -3.85% -2.96% 1.48% 9 -0.13

Europe Equities 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK 5.29% 3.18% 5.62% 4,548 0.14
iShares MSCI EMU Index EZU 4.17% -0.41% 3.19% 5,642 0.11
iShares S&P Europe 350 IEV 3.79% 1.71% 4.38% 225 0.1

Emerging Market Diversified Equities 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM 17.3% 3.82% 9.29% 44,642 0.5
Vanguard MSCI Emerging Markets VWO 16.62% 4.86% 9.17% 11,202 0.5
Schwab Emerging Markets SCHE 16.12% 5.11% 9.62% 1,343 0.48
WisdomTree Emerging Markets Equity Income DEM -8.81% 0.14% 5.98% 351 -0.28
PoweShares FTSE RAFI Emerging Markets PXH -4.54% -0.17% 7.66% 606 -0.14
PowerShares DWA Em Mkts Technical Leaders PIE 14.53% 3.48% 7.78% 72 0.41

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 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ -5.95% 4.17% 5.65% 4,276 -0.15
iShares Dow Jones US Real Estate IYR -6.03% 4.55% 6.28% 6,017 -0.15
iShares Cohen & Steers Realty ICF -8.26% 1.8% 2.19% 70 -0.21
SPDR Dow Jones REIT RWR -17.0% -2.87% -0.95% 111 -0.38

International REITs 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Dow Jones Intl Real Estat RWX -12.79% -0.41% 1.11% 487 -0.42
iShares FTSE EPRA/NAREIT Dev Real Estate IFGL -8.54% 0.48% 2.98% 49 -0.29
SPDR Dow Jones Global Real Estate RWO -16.77% -3.51% -1.62% 167 -0.46
iShares S&P Dev ex-US Property WPS -7.21% 0.45% 3.55% 72 -0.26
WisdomTree International Real Estate DRW -12.5% -1.5% 4.51% 12 -0.42

Broadbase Commodities 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
GreenHaven Continuous Commodity GCC 1.73% -1.6% -0.63% 53 0.08
iPath DJ-UBS Commodity Index Tracker DJP -6.33% -4.76% -1.65% 171 -0.32
iShares S&P GSCI Commodity-Index GSG -26.74% -10.28% -6.24% 403 -0.83
ELEMENTS Rogers Intl Commodity RJI -11.73% -4.32% -1.1% 60 -0.46
PowerShares DB Commodity Index DBC -10.74% -4.73% -0.26% 1,144 -0.51
United States Commodity Index USCI -13.35% -9.02% -5.23% 19 -0.72

U.S. Total Bonds 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG 7.11% 5.39% 4.35% 5,794 0.8
Vanguard Total Bond Market ETF BND 4.85% 2.68% 1.7% 4,998 0.48
Vanguard Intermediate-Term Bond BIV 8.99% 6.47% 4.95% 1,184 1.31
Schwab Aggregate Bond SCHZ 7.21% 5.29% 4.23% 761 0.78

U.S. Short Term Investment Grade Bonds 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH 4.87% 4.12% 3.38% 2,571 0.58
iShares 0-5 Year Investment Grade Corp Bond SLQD 4.15% 3.69% 2.88% 225 0.49
iShares Short Term Corp Bond IGSB 3.42% 3.53% 2.69% 2,107 0.36

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 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG 4.67% 4.67% 6.15% 29,355 0.25
SPDR Barclays Capital High Yield JNK 5.16% 4.39% 6.11% 7,511 0.28
PowerShares Fundamental High Yield PHB 0.9% 0.44% 1.38% 503 0.04

International Government Bonds ETFs 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX 6.78% 2.77% 3.6% 365 0.57
SPDR Barclays Cap S/T Intl Treasuries BWZ 5.45% 1.02% 2.14% 44 0.75
iShares S&P/Citi Intl Treasury IGOV 7.96% 3.4% -9.03% 299 0.93
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG -5.23% -2.96% -0.19% 2 -0.46

Emerging Market Bonds 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB 1.93% -0.32% 0.92% 4,234 0.08
PCY PowerShares Emerging Mkts PCY 2.77% 3.57% 4.87% 1,290 0.09
ELD WisdomTree Emerging Markets Local ELD 1.75% 1.86% 3.7% 15 0.08
EMLC Market Vectors EM Local Curr EMLC 3.28% -19.96% -11.34% 1,868 0.19

U.S. Preferred/Convertible 11/20/2020

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF 6.07% 4.69% 4.87% 5,365 0.18
PowerShares Financial Preferre PGF 7.77% 5.91% 6.1% 713 0.27
PowerShares Preferred PGX 6.87% 5.77% 5.67% 2,968 0.2
SPDR Barclays Capital Convertible CWB 44.14% 18.03% 15.57% 1,243 1.62
SPDR Wells Fargo Preferred Stk PSK 5.25% 5.05% 5.68% 177 0.18

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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