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U.S. Large Cap Blend 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY 33.37% 10.49% 14.45% 76,808 2.49
iShares S&P 500 Index IVV 33.31% 10.49% 14.52% 5,685 2.49
Vanguard Total Stock Market VTI 32.6% 8.32% 13.68% 3,471 2.35
iShares Russell 1000 IWB 33.17% 9.18% 14.06% 829 2.42
Rydex S&P Equal Weight RSP 20.62% 6.56% 11.39% 6,722 1.32
iShares S&P 100 OEF 38.62% 11.93% 15.84% 430 2.77
Vanguard Large Cap VV 34.11% 9.69% 14.42% 280 2.53
Schwab U.S. Large Cap SCHX 33.95% -13.09% -0.49% 1,930 2.5
Vanguard S&P 500 VOO 33.5% 10.54% 14.51% 5,157 2.5

U.S. Large Cap Growth 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ 46.16% 11.52% 20.25% 45,195 2.59
Vanguard Growth ETF VUG 45.9% 10.16% 17.74% 1,005 2.7
iShares Russell 1000 Growth Index IWF 44.68% 11.45% 18.02% 1,425 2.74
iShares S&P 500 Growth Index IVW 38.6% 9.45% 15.32% 3,649 2.59

U.S. Large Cap Value 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV 21.73% 8.93% 10.7% 2,462 1.68
SPDR Dow Jones Industrial Aver DIA 23.79% 7.51% 10.59% 3,711 1.97
SPDR S&P Dividend SDY 9.3% 5.36% 8.45% 465 0.45
Vanguard Dividend Appreciation VIG 23.5% 9.26% 12.56% 1,208 1.96
iShares Russell 1000 Value Ind IWD 21.18% 6.46% 9.34% 2,378 1.5
iShares S&P 500 Value Index IVE 27.46% 10.63% 12.29% 1,076 2.04
iShares Dow Jones Select Divid DVY 9.2% 4.75% 7.68% 623 0.38

U.S. Mid Cap Blend 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY 23.65% 4.3% 10.57% 950 1.2
iShares S&P MidCap 400 Index IJH 522.75% 78.97% 52.98% 3,212 1.43
Vanguard Mid-Cap ETF VO 22.09% 3.89% 10.39% 673 1.34
iShares Russell Midcap Index IWR 23.77% 3.88% 10.25% 1,270 1.39
Vanguard Extended Market Index VXF 28.04% -1.9% 9.27% 427 1.36

U.S. Mid Cap Growth 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK 30.43% 4.12% 10.86% 359 1.7
iShares Russell Midcap Growth IWP 29.59% 2.8% 11.26% 792 1.69
Vanguard Mid-Cap Growth ETF VOT 25.05% 2.3% 11.04% 174 1.41

U.S. Mid Cap Value 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ 16.88% 4.42% 9.13% 186 0.74
iShares Russell Midcap Value I IWS 21.08% 4.41% 8.91% 519 1.18
Vanguard Mid-Cap Value ETF VOE 19.43% 5.25% 9.32% 466 1.16

U.S. Small Cap Blend 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB 23.02% 0.99% 9.03% 920 1.09
iShares S&P SmallCap 600 Index IJR 14.23% -1.16% 7.95% 4,739 0.54
iShares Russell 2000 Index IWM 18.33% -3.54% 6.92% 41,061 0.73
iShares Russell Microcap Index IWC 13.25% -8.85% 5.43% 38 0.44
Schwab U.S. Small-Cap ETF SCHA 18.72% -22.33% -6.39% 1,309 0.79

U.S. Small Cap Growth 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK 22.89% -3.75% 7.59% 374 1.02
iShares Russell 2000 Growth In IWO 21.23% -5.71% 6.51% 613 0.88
iShares S&P SmallCap 600 Growth IJT 19.05% -1.28% 7.94% 132 0.83

U.S. Small Cap Value 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR 22.99% 4.3% 9.44% 600 1.1
iShares S&P SmallCap 600 Value IJS 9.45% -1.28% 6.98% 631 0.27
iShares Russell 2000 Value Ind IWN 14.87% -1.74% 6.58% 1,388 0.54

Foreign Large Cap Equities 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA 21.5% 4.16% 6.94% 15,242 1.41
Vanguard MSCI EAFE ETF VEA 20.78% 3.21% 6.95% 11,388 1.32
Schwab International Equity SCHF 21.42% 3.62% 7.15% 3,795 1.4
iShares Dow Jones Intl Select IDV 11.38% 1.85% 3.69% 942 0.57
iShares MSCI EAFE Value Index EFV 21.35% 5.58% 5.67% 2,560 1.37
PowerShares Intl Dividend Achievers PID 12.61% 6.09% 6.78% 179 0.65
iShares MSCI EAFE Growth Index EFG 20.91% 2.29% 7.51% 756 1.26
PowerShares DWA Dev Mkts Techn PIZ 22.43% 2.15% 7.16% 22 1.34

Foreign Small/Mid Cap Equities 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ 12.94% -2.42% 4.28% 1,148 0.67
SPDR S&P International Small Cap GWX 10.66% -2.86% 3.72% 90 0.5
WisdomTree International Small DLS 13.96% 0.27% 3.34% 47 0.76
WisdomTree International MidCap DIM 15.39% 1.36% 3.47% 7 0.91

Europe Equities 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK 21.38% 5.18% 7.66% 2,354 1.28
iShares MSCI EMU Index EZU 23.8% 5.46% 7.91% 2,297 1.35
iShares S&P Europe 350 IEV 22.03% 6.08% 7.65% 323 1.37

Emerging Market Diversified Equities 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM 12.33% -6.89% 1.19% 30,628 0.58
Vanguard MSCI Emerging Markets VWO 12.21% -4.47% 2.73% 10,695 0.61
Schwab Emerging Markets SCHE 12.18% -5.03% 2.34% 1,459 0.59
WisdomTree Emerging Markets Equity Income DEM 20.74% 4.54% 4.89% 341 1.26
PoweShares FTSE RAFI Emerging Markets PXH 15.4% -0.87% 2.04% 247 0.77
PowerShares DWA Em Mkts Technical Leaders PIE 19.24% -3.23% 6.18% 42 0.97

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 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ 7.69% 0.7% 3.63% 4,966 0.21
iShares Dow Jones US Real Estate IYR 8.36% 1.24% 3.39% 6,823 0.25
iShares Cohen & Steers Realty ICF 6.82% 1.98% 2.85% 154 0.16
SPDR Dow Jones REIT RWR 9.32% 1.9% 2.35% 346 0.29

International REITs 01/26/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Dow Jones Intl Real Estat RWX -5.7% -4.56% -2.62% 100 -0.65
iShares FTSE EPRA/NAREIT Dev Real Estate IFGL -7.03% -6.21% -3.15% 26 -0.67
SPDR Dow Jones Global Real Estate RWO 0.12% 1.63% 1.4% 132 -0.24
iShares S&P Dev ex-US Property WPS -4.6% -5.26% -2.22% 4 -0.56
WisdomTree International Real Estate DRW -0.1% -8.96% -6.4% 6 -0.24

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

U.S. Total Bonds 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG 1.1% -2.78% 0.38% 9,077 -0.38
Vanguard Total Bond Market ETF BND 1.17% -2.78% 0.38% 7,856 -0.38
Vanguard Intermediate-Term Bond BIV 1.22% -2.79% 0.85% 1,415 -0.35
Schwab Aggregate Bond SCHZ 1.03% -2.82% 0.36% 994 -0.39

U.S. Short Term Investment Grade Bonds 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH 5.42% 0.1% 1.85% 4,942 0.52
iShares 0-5 Year Investment Grade Corp Bond SLQD 5.39% 0.53% 1.95% 376 0.62
iShares Short Term Corp Bond IGSB 5.38% 0.14% 1.55% 3,260 0.5

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 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG 11.51% 1.3% 2.98% 35,686 1.2
SPDR Barclays Capital High Yield JNK 12.19% 1.15% 2.94% 5,441 1.3
PowerShares Fundamental High Yield PHB 12.21% 2.13% 3.65% 206 1.46

International Government Bonds ETFs 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX 0.16% -7.81% -3.08% 435 -0.38
SPDR Barclays Cap S/T Intl Treasuries BWZ 1.13% -4.93% -2.14% 17 -0.38
iShares S&P/Citi Intl Treasury IGOV 0.66% -8.88% -3.86% 103 -0.33
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG 2.45% -4.77% -2.03% 3 -0.19

Emerging Market Bonds 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB 9.29% -2.44% 0.25% 6,280 0.62
PCY PowerShares Emerging Mkts PCY 14.8% -3.35% -0.69% 666 0.93
ELD WisdomTree Emerging Markets Local ELD 10.92% -0.82% 0.46% 16 0.69
EMLC Market Vectors EM Local Curr EMLC 8.39% -2.13% -0.37% 1,547 0.56

U.S. Preferred/Convertible 03/15/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF 13.89% -0.08% 2.8% 4,601 0.96
PowerShares Financial Preferre PGF 21.98% 2.84% 4.21% 241 1.39
PowerShares Preferred PGX 13.82% -1.88% 1.53% 3,823 0.8
SPDR Barclays Capital Convertible CWB 13.01% -4.21% 9.15% 549 1.13
SPDR Wells Fargo Preferred Stk PSK 13.74% -1.32% 1.59% 130 0.84

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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