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U.S. Large Cap Blend 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY 35.68% 16.58% 17.14% 35,124 2.29
iShares S&P 500 Index IVV 35.41% 16.58% 17.17% 2,106 2.28
Vanguard Total Stock Market VTI 39.4% 16.71% 17.48% 1,811 2.47
iShares Russell 1000 IWB 37.52% 16.86% 17.36% 339 2.38
Rydex S&P Equal Weight RSP 42.57% 14.17% 14.81% 1,225 2.52
iShares S&P 100 OEF 34.95% 17.98% 17.88% 102 2.11
Vanguard Large Cap VV 37.33% 17.28% 17.68% 102 2.37
Schwab U.S. Large Cap SCHX 37.7% 17.2% 17.65% 354 2.4
Vanguard S&P 500 VOO 35.83% 16.64% 17.21% 1,748 2.3

U.S. Large Cap Growth 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ 40.93% 25.57% 27.3% 20,061 1.79
Vanguard Growth ETF VUG 38.86% 22.81% 22.43% 377 1.89
iShares Russell 1000 Growth Index IWF 38.42% 22.31% 22.82% 545 1.88
iShares S&P 500 Growth Index IVW 36.48% 20.31% 21.06% 1,004 1.89

U.S. Large Cap Value 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV 35.11% 11.24% 12.78% 1,372 2.29
SPDR Dow Jones Industrial Aver DIA 30.06% 12.73% 15.97% 1,799 1.99
SPDR S&P Dividend SDY 34.31% 12.41% 11.86% 194 1.89
Vanguard Dividend Appreciation VIG 29.77% 15.15% 15.12% 612 2.17
iShares Russell 1000 Value Ind IWD 36.08% 10.65% 11.38% 1,152 2.26
iShares S&P 500 Value Index IVE 32.68% 11.4% 12.0% 392 2.11
iShares Dow Jones Select Divid DVY 41.3% 9.02% 10.19% 347 2.03

U.S. Mid Cap Blend 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY 47.24% 10.91% 13.55% 393 2.4
iShares S&P MidCap 400 Index IJH 47.07% 10.97% 13.69% 612 2.39
Vanguard Mid-Cap ETF VO 40.99% 14.35% 15.14% 302 2.52
iShares Russell Midcap Index IWR 42.73% 15.17% 15.6% 634 2.57
Vanguard Extended Market Index VXF 56.49% 16.21% 18.24% 186 2.74

U.S. Mid Cap Growth 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK 40.08% 10.67% 13.71% 101 2.1
iShares Russell Midcap Growth IWP 37.57% 18.97% 19.58% 509 1.81
Vanguard Mid-Cap Growth ETF VOT 38.83% 18.76% 18.61% 67 2.02

U.S. Mid Cap Value 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ 52.99% 8.71% 11.02% 204 2.36
iShares Russell Midcap Value I IWS 44.65% 10.04% 11.13% 377 2.44
Vanguard Mid-Cap Value ETF VOE 43.25% 9.56% 11.68% 181 2.34

U.S. Small Cap Blend 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB 50.91% 12.5% 15.44% 314 2.55
iShares S&P SmallCap 600 Index IJR 61.96% 9.85% 15.35% 2,073 2.58
iShares Russell 2000 Index IWM 58.13% 11.06% 15.81% 13,206 2.5
iShares Russell Microcap Index IWC 75.53% 12.48% 17.4% 49 2.85
Schwab U.S. Small-Cap ETF SCHA 55.88% 11.53% 15.08% 250 2.54

U.S. Small Cap Growth 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK 41.33% 16.21% 18.86% 96 1.94
iShares Russell 2000 Growth In IWO 47.03% 12.71% 17.93% 257 1.96
iShares S&P SmallCap 600 Growth IJT 52.4% 10.37% 16.08% 93 2.32

U.S. Small Cap Value 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR 58.86% 8.97% 12.29% 302 2.63
iShares S&P SmallCap 600 Value IJS 70.38% 8.39% 13.57% 260 2.65
iShares Russell 2000 Value Ind IWN 68.93% 8.53% 13.02% 822 2.6

Foreign Large Cap Equities 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA 29.25% 7.2% 9.94% 8,730 1.89
Vanguard MSCI EAFE ETF VEA 34.59% 8.41% 10.89% 4,160 2.28
Schwab International Equity SCHF 33.87% 8.46% 10.85% 1,013 2.23
iShares Dow Jones Intl Select IDV 31.33% 5.49% 7.92% 355 1.96
iShares MSCI EAFE Value Index EFV 29.01% 2.74% 7.03% 1,567 1.67
PowerShares Intl Dividend Achievers PID 46.78% 8.95% 9.35% 31 2.62
iShares MSCI EAFE Growth Index EFG 28.26% 11.07% 12.28% 393 1.85
PowerShares DWA Dev Mkts Techn PIZ 34.33% 10.01% 11.45% 13 2.03

Foreign Small/Mid Cap Equities 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ 35.85% 6.93% 11.09% 727 2.29
SPDR S&P International Small Cap GWX 40.18% 5.88% 9.45% 37 2.57
WisdomTree International Small DLS 34.74% 2.99% 8.43% 20 2.42
WisdomTree International MidCap DIM 29.15% 3.31% 7.87% 4 2.01

Europe Equities 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK 36.99% 8.83% 10.79% 1,503 2.16
iShares MSCI EMU Index EZU 37.14% 7.49% 10.93% 1,661 2.04
iShares S&P Europe 350 IEV 31.93% 6.67% 9.1% 73 1.87

Emerging Market Diversified Equities 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM 37.22% 9.05% 12.61% 18,624 1.97
Vanguard MSCI Emerging Markets VWO 37.95% 10.07% 12.45% 4,394 2.07
Schwab Emerging Markets SCHE 36.42% 10.05% 12.65% 814 1.95
WisdomTree Emerging Markets Equity Income DEM 30.43% 6.74% 10.85% 87 1.96
PoweShares FTSE RAFI Emerging Markets PXH 37.1% 7.05% 12.08% 198 2.12
PowerShares DWA Em Mkts Technical Leaders PIE 49.8% 10.12% 13.5% 34 2.27

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 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ 30.22% 12.79% 7.86% 1,899 1.67
iShares Dow Jones US Real Estate IYR 27.87% 12.02% 8.56% 3,160 1.59
iShares Cohen & Steers Realty ICF 27.24% 12.03% 6.24% 52 1.48
SPDR Dow Jones REIT RWR 32.87% 8.52% 5.52% 64 1.55

International REITs 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Dow Jones Intl Real Estat RWX 26.0% 3.72% 3.6% 108 1.77
iShares FTSE EPRA/NAREIT Dev Real Estate IFGL 23.05% 4.07% 5.05% 10 1.54
SPDR Dow Jones Global Real Estate RWO 30.87% 6.63% 4.74% 63 1.81
iShares S&P Dev ex-US Property WPS 23.83% 4.11% 5.47% 2 1.72
WisdomTree International Real Estate DRW 13.43% -0.39% 5.99% 9 0.94

Broadbase Commodities 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
GreenHaven Continuous Commodity GCC 39.07% 4.08% 0.93% 41 2.74
iPath DJ-UBS Commodity Index Tracker DJP 50.46% 2.06% 1.06% 73 3.09
iShares S&P GSCI Commodity-Index GSG 51.02% -3.25% -0.12% 580 2.66
ELEMENTS Rogers Intl Commodity RJI 53.4% 2.9% 3.49% 24 3.27
PowerShares DB Commodity Index DBC 52.25% 3.24% 4.65% 1,184 3.05
United States Commodity Index USCI 47.97% -3.75% -2.15% 17 3.48

U.S. Total Bonds 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG -0.2% 5.48% 3.12% 2,368 -0.08
Vanguard Total Bond Market ETF BND -0.15% 5.54% 3.28% 2,291 -0.06
Vanguard Intermediate-Term Bond BIV -0.16% 6.76% 3.47% 518 -0.06
Schwab Aggregate Bond SCHZ -0.35% 5.37% 3.01% 411 -0.12

U.S. Short Term Investment Grade Bonds 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH 2.03% 4.51% 2.98% 1,280 1.67
iShares 0-5 Year Investment Grade Corp Bond SLQD 1.48% 4.06% 2.71% 148 1.36
iShares Short Term Corp Bond IGSB 2.24% 3.88% 2.57% 1,768 1.81

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 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG 10.09% 5.69% 6.25% 9,896 1.82
SPDR Barclays Capital High Yield JNK 11.09% 5.75% 6.37% 4,018 2.0
PowerShares Fundamental High Yield PHB 9.47% 5.82% 5.61% 225 1.99

International Government Bonds ETFs 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX 3.4% 3.15% 1.53% 221 0.53
SPDR Barclays Cap S/T Intl Treasuries BWZ 3.87% 0.93% 0.56% 15 0.72
iShares S&P/Citi Intl Treasury IGOV 2.97% 2.4% 1.44% 97 0.48
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG -6.59% -2.94% -1.82% 1 -0.57

Emerging Market Bonds 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB 7.54% 6.77% 4.82% 1,836 1.02
PCY PowerShares Emerging Mkts PCY 8.05% 6.54% 3.9% 420 0.91
ELD WisdomTree Emerging Markets Local ELD 4.88% 2.72% 2.26% 18 0.46
EMLC Market Vectors EM Local Curr EMLC 6.79% 2.73% 0.91% 816 0.75

U.S. Preferred/Convertible 06/18/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF 16.77% 6.63% 5.2% 1,647 2.37
PowerShares Financial Preferre PGF 11.4% 6.79% 5.58% 174 1.88
PowerShares Preferred PGX 11.88% 6.98% 5.52% 1,329 1.95
SPDR Barclays Capital Convertible CWB 44.57% 20.09% 18.41% 442 2.44
SPDR Wells Fargo Preferred Stk PSK 9.81% 6.23% 5.27% 97 1.68

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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