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U.S. Large Cap Blend 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY 14.21% 14.04% 15.81% 81,490 0.54
iShares S&P 500 Index IVV 13.9% 13.96% 15.82% 8,109 0.54
Vanguard Total Stock Market VTI 13.27% 13.27% 15.15% 4,452 0.49
iShares Russell 1000 IWB 14.07% 13.72% 15.47% 1,094 0.55
Rydex S&P Equal Weight RSP 9.08% 7.15% 13.61% 10,073 0.33
iShares S&P 100 OEF 16.24% 16.79% 17.2% 515 0.62
Vanguard Large Cap VV 14.43% 14.27% 15.68% 619 0.55
Schwab U.S. Large Cap SCHX 14.84% 16.34% 18.17% 14,008 0.58
Vanguard S&P 500 VOO 14.27% 14.1% 15.89% 8,827 0.56
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U.S. Large Cap Growth 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ 15.49% 19.62% 18.04% 52,951 0.48
Vanguard Growth ETF VUG 18.15% 19.7% 17.12% 1,748 0.59
iShares Russell 1000 Growth Index IWF 17.43% 19.36% 17.48% 1,965 0.56
iShares S&P 500 Growth Index IVW 20.29% 16.99% 16.55% 2,757 0.68
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U.S. Large Cap Value 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV 9.88% 8.17% 13.77% 3,222 0.42
SPDR Dow Jones Industrial Aver DIA 12.56% 10.35% 12.73% 3,325 0.54
SPDR S&P Dividend SDY 7.55% 4.21% 11.05% 284 0.29
Vanguard Dividend Appreciation VIG 12.31% 10.5% 12.96% 1,325 0.56
iShares Russell 1000 Value Ind IWD 9.75% 7.48% 12.71% 2,716 0.39
iShares S&P 500 Value Index IVE 6.02% 9.6% 13.65% 1,003 0.17
iShares Dow Jones Select Divid DVY 10.58% 3.57% 13.58% 465 0.44
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U.S. Mid Cap Blend 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY 3.09% 7.14% 12.65% 1,206 -0.01
iShares S&P MidCap 400 Index IJH 3.01% 7.3% 12.81% 11,590 -0.01
Vanguard Mid-Cap ETF VO 13.12% 8.68% 12.56% 983 0.54
iShares Russell Midcap Index IWR 10.74% 8.36% 12.42% 2,319 0.38
Vanguard Extended Market Index VXF 9.44% 8.98% 11.25% 594 0.25
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U.S. Mid Cap Growth 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK -0.06% 8.07% 10.67% 442 -0.14
iShares Russell Midcap Growth IWP 23.17% 15.81% 12.02% 1,124 0.79
Vanguard Mid-Cap Growth ETF VOT 18.14% 12.16% 11.48% 284 0.67
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U.S. Mid Cap Value 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ 6.04% 6.22% 14.57% 322 0.13
iShares Russell Midcap Value I IWS 6.61% 5.19% 12.84% 662 0.18
Vanguard Mid-Cap Value ETF VOE 8.49% 5.47% 13.51% 362 0.31
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U.S. Small Cap Blend 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB 4.79% 6.49% 11.43% 1,244 0.06
iShares S&P SmallCap 600 Index IJR -1.11% 2.56% 11.42% 5,625 -0.18
iShares Russell 2000 Index IWM 1.42% 4.35% 9.42% 36,132 -0.08
iShares Russell Microcap Index IWC 3.17% 2.14% 8.8% 53 -0.0
Schwab U.S. Small-Cap ETF SCHA 3.3% 5.93% 10.97% 4,014 -0.0
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U.S. Small Cap Growth 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK 6.23% 7.23% 6.9% 322 0.12
iShares Russell 2000 Growth In IWO 3.31% 7.23% 6.87% 536 0.0
iShares S&P SmallCap 600 Growth IJT -0.63% 4.42% 10.38% 208 -0.16
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U.S. Small Cap Value 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR 3.51% 5.81% 14.67% 610 0.01
iShares S&P SmallCap 600 Value IJS -1.91% 0.42% 12.04% 437 -0.21
iShares Russell 2000 Value Ind IWN -0.68% 1.4% 11.67% 1,168 -0.17
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Foreign Large Cap Equities 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA 13.91% 11.23% 11.45% 17,178 0.6
Vanguard MSCI EAFE ETF VEA 14.08% 10.26% 11.4% 14,506 0.63
Schwab International Equity SCHF 13.95% 11.59% 12.72% 11,728 0.62
iShares Dow Jones Intl Select IDV 21.97% 8.82% 12.85% 872 1.18
iShares MSCI EAFE Value Index EFV 19.73% 13.28% 14.62% 3,818 0.98
PowerShares Intl Dividend Achievers PID 14.81% 5.87% 14.62% 103 0.84
iShares MSCI EAFE Growth Index EFG 8.25% 9.0% 7.79% 985 0.26
PowerShares DWA Dev Mkts Techn PIZ 27.8% 14.29% 12.16% 49 1.18
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Foreign Small/Mid Cap Equities 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ 14.1% 7.26% 8.65% 1,521 0.64
SPDR S&P International Small Cap GWX 12.79% 5.78% 8.39% 58 0.56
WisdomTree International Small DLS 14.06% 8.56% 9.85% 25 0.66
WisdomTree International MidCap DIM 20.35% 9.91% 10.93% 6 1.04
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Europe Equities 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK 14.62% 12.35% 12.95% 5,533 0.64
iShares MSCI EMU Index EZU 17.22% 14.99% 14.04% 3,035 0.7
iShares S&P Europe 350 IEV 14.05% 12.44% 13.01% 497 0.62
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Emerging Market Diversified Equities 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM 10.45% 5.23% 6.11% 27,993 0.37
Vanguard MSCI Emerging Markets VWO 11.65% 6.65% 7.97% 10,491 0.45
Schwab Emerging Markets SCHE 12.12% 6.55% 7.65% 1,270 0.47
WisdomTree Emerging Markets Equity Income DEM 4.32% 8.12% 10.35% 265 0.06
PoweShares FTSE RAFI Emerging Markets PXH 11.96% 9.18% 10.45% 346 0.4
PowerShares DWA Em Mkts Technical Leaders PIE -9.33% -1.37% 5.0% 24 -0.57
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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
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U.S. REITs 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ 13.84% 0.25% 6.9% 3,596 0.58
iShares Dow Jones US Real Estate IYR 13.64% 0.62% 6.72% 5,533 0.57
iShares Cohen & Steers Realty ICF 14.79% 0.41% 6.84% 105 0.64
SPDR Dow Jones REIT RWR 12.31% 1.24% 8.56% 247 0.49
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International REITs 08/09/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Dow Jones Intl Real Estat RWX 4.27% -8.13% -2.77% 44 0.03
iShares FTSE EPRA/NAREIT Dev Real Estate IFGL 6.64% -8.9% -2.93% 16 0.17
SPDR Dow Jones Global Real Estate RWO 11.01% -2.7% 1.17% 105 0.42
iShares S&P Dev ex-US Property WPS 5.62% -9.57% -3.35% 6 0.11
WisdomTree International Real Estate DRW NA NA NA -0 0.02
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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
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U.S. Total Bonds 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG 5.91% 1.3% -0.92% 8,953 0.48
Vanguard Total Bond Market ETF BND 5.82% 1.33% -1.0% 6,988 0.47
Vanguard Intermediate-Term Bond BIV 6.21% 1.58% -0.78% 1,517 0.53
Schwab Aggregate Bond SCHZ 7.18% 2.82% 0.39% 1,679 0.71
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U.S. Short Term Investment Grade Bonds 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH 5.95% 3.67% 1.81% 5,122 1.04
iShares 0-5 Year Investment Grade Corp Bond SLQD 6.68% 4.06% 2.07% 283 1.62
iShares Short Term Corp Bond IGSB 7.16% 4.18% 2.12% 4,169 1.56
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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
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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
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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
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U.S. High Yield Bonds 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG 9.75% 5.7% 4.65% 54,098 1.13
SPDR Barclays Capital High Yield JNK 9.08% 5.54% 4.67% 5,356 0.98
PowerShares Fundamental High Yield PHB 7.71% 5.47% 4.6% 111 0.81
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International Government Bonds ETFs 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX 8.08% -0.41% -2.83% 891 0.52
SPDR Barclays Cap S/T Intl Treasuries BWZ 8.57% 1.28% -0.58% 175 0.65
iShares S&P/Citi Intl Treasury IGOV 8.34% -0.95% -3.44% 470 0.52
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG 9.16% 1.81% -0.17% 110 0.75
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Emerging Market Bonds 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB 8.05% 4.85% 1.47% 6,657 0.63
PCY PowerShares Emerging Mkts PCY 5.2% 5.49% 0.74% 322 0.17
ELD WisdomTree Emerging Markets Local ELD 6.98% 5.84% 1.64% 12 0.29
EMLC Market Vectors EM Local Curr EMLC 6.81% 4.32% 0.88% 2,497 0.45
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U.S. Preferred/Convertible 05/30/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF 2.38% 1.42% 2.62% 4,063 -0.1
PowerShares Financial Preferre PGF 4.34% 5.05% 3.36% 233 0.1
PowerShares Preferred PGX 2.69% 0.74% 0.42% 7,853 -0.06
SPDR Barclays Capital Convertible CWB 13.18% 6.91% 9.23% 692 0.85
SPDR Wells Fargo Preferred Stk PSK 0.03% 0.35% -0.09% 198 -0.35
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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
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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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