MyPlanIQ Advanced Investors ETFs in Asset Classes
Advanced Investors
Advanced Strategies 360° Market Overview
Asset Trends & Correlation Retirement Calculator
ETFs in Asset Classes SmartMoneyIQ Managers
Market Indicators Smart Money Indicators

U.S. Large Cap Blend 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY 17.75% 12.75% 17.23% 69,326 0.52
iShares S&P 500 Index IVV 17.71% 12.85% 17.2% 4,396 0.5
Vanguard Total Stock Market VTI 21.29% 13.54% 17.92% 4,043 0.61
iShares Russell 1000 IWB 20.42% 13.49% 17.74% 671 0.58
Rydex S&P Equal Weight RSP 13.62% 9.34% 15.03% 2,273 0.35
iShares S&P 100 OEF 20.53% 13.99% 17.92% 235 0.59
Vanguard Large Cap VV 20.23% 13.64% 17.89% 274 0.58
Schwab U.S. Large Cap SCHX 20.35% 13.65% 17.79% 878 0.58
Vanguard S&P 500 VOO 17.65% 12.79% 17.3% 3,220 0.5

U.S. Large Cap Growth 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ 46.19% 25.56% 26.76% 32,233 1.27
Vanguard Growth ETF VUG 36.38% 21.24% 22.59% 841 1.01
iShares Russell 1000 Growth Index IWF 35.27% 21.06% 23.03% 1,583 0.99
iShares S&P 500 Growth Index IVW 30.58% 18.74% 20.98% 2,006 0.87

U.S. Large Cap Value 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV 3.7% 5.8% 12.93% 2,465 0.1
SPDR Dow Jones Industrial Aver DIA 8.55% 8.38% 16.57% 3,525 0.23
SPDR S&P Dividend SDY 3.76% 7.05% 13.0% 693 0.09
Vanguard Dividend Appreciation VIG 11.57% 11.64% 16.15% 1,416 0.36
iShares Russell 1000 Value Ind IWD 4.27% 5.23% 11.93% 2,624 0.11
iShares S&P 500 Value Index IVE 2.03% 5.48% 12.38% 819 0.05
iShares Dow Jones Select Divid DVY -2.26% 3.49% 10.51% 777 -0.06

U.S. Mid Cap Blend 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY 20.07% 8.94% 15.42% 979 0.48
iShares S&P MidCap 400 Index IJH 20.13% 9.1% 15.65% 1,141 0.48
Vanguard Mid-Cap ETF VO 18.75% 11.43% 16.02% 668 0.5
iShares Russell Midcap Index IWR 18.72% 12.24% 16.72% 1,204 0.49
Vanguard Extended Market Index VXF 38.21% 16.21% 20.18% 695 0.95

U.S. Mid Cap Growth 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK 28.95% 11.16% 16.15% 384 0.74
iShares Russell Midcap Growth IWP 34.91% 19.27% 21.29% 592 0.97
Vanguard Mid-Cap Growth ETF VOT 32.91% 18.57% 19.99% 166 0.92

U.S. Mid Cap Value 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ 8.46% 4.5% 12.4% 305 0.18
iShares Russell Midcap Value I IWS 7.55% 5.32% 12.2% 500 0.18
Vanguard Mid-Cap Value ETF VOE 4.61% 4.26% 12.01% 407 0.11

U.S. Small Cap Blend 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB 25.43% 12.12% 17.42% 926 0.64
iShares S&P SmallCap 600 Index IJR 21.45% 9.63% 16.81% 4,718 0.49
iShares Russell 2000 Index IWM 30.14% 11.94% 17.83% 26,766 0.72
iShares Russell Microcap Index IWC 37.47% 11.93% 17.49% 46 0.88
Schwab U.S. Small-Cap ETF SCHA 28.6% 11.54% 17.17% 663 0.67

U.S. Small Cap Growth 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK 41.25% 20.19% 22.25% 226 1.09
iShares Russell 2000 Growth In IWO 44.33% 18.02% 21.43% 511 1.12
iShares S&P SmallCap 600 Growth IJT 27.73% 13.09% 18.21% 231 0.62

U.S. Small Cap Value 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR 12.52% 5.36% 13.26% 669 0.28
iShares S&P SmallCap 600 Value IJS 13.63% 5.41% 14.31% 464 0.3
iShares Russell 2000 Value Ind IWN 15.08% 5.27% 13.7% 1,859 0.32

Foreign Large Cap Equities 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA 9.99% 3.22% 9.76% 22,159 0.31
Vanguard MSCI EAFE ETF VEA 12.31% 3.88% 10.61% 8,722 0.38
Schwab International Equity SCHF 12.0% 3.9% 10.62% 2,735 0.37
iShares Dow Jones Intl Select IDV -3.19% 0.97% 8.42% 943 -0.09
iShares MSCI EAFE Value Index EFV 1.09% -2.4% 6.63% 2,742 0.03
PowerShares Intl Dividend Achievers PID -3.88% 1.83% 9.81% 105 -0.1
iShares MSCI EAFE Growth Index EFG 18.15% 8.38% 12.41% 457 0.61
PowerShares DWA Dev Mkts Techn PIZ 16.82% 6.93% 11.29% 50 0.49

Foreign Small/Mid Cap Equities 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ 14.69% 3.72% 11.91% 1,590 0.46
SPDR S&P International Small Cap GWX 16.96% 1.84% 10.87% 63 0.52
WisdomTree International Small DLS 1.36% -1.65% 8.76% 74 0.04
WisdomTree International MidCap DIM 2.73% -0.41% 8.29% 11 0.08

Europe Equities 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK 8.97% 2.97% 9.6% 4,062 0.25
iShares MSCI EMU Index EZU 9.74% 1.44% 9.39% 4,919 0.26
iShares S&P Europe 350 IEV 6.57% 1.31% 8.14% 241 0.19

Emerging Market Diversified Equities 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM 24.9% 5.54% 16.16% 45,478 0.72
Vanguard MSCI Emerging Markets VWO 22.56% 5.57% 15.83% 10,907 0.68
Schwab Emerging Markets SCHE 22.02% 5.66% 16.3% 1,609 0.66
WisdomTree Emerging Markets Equity Income DEM -3.29% -0.4% 12.67% 304 -0.1
PoweShares FTSE RAFI Emerging Markets PXH 3.16% -0.12% 15.42% 445 0.09
PowerShares DWA Em Mkts Technical Leaders PIE 26.37% 6.11% 14.39% 63 0.74

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 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ -5.96% 6.79% 6.75% 4,432 -0.14
iShares Dow Jones US Real Estate IYR -7.43% 6.56% 7.54% 5,697 -0.18
iShares Cohen & Steers Realty ICF -8.33% 5.41% 4.18% 107 -0.2
SPDR Dow Jones REIT RWR -12.99% 2.82% 3.7% 140 -0.29

International REITs 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Dow Jones Intl Real Estat RWX -11.03% -1.52% 4.11% 401 -0.36
iShares FTSE EPRA/NAREIT Dev Real Estate IFGL -8.79% -0.11% 5.67% 56 -0.29
SPDR Dow Jones Global Real Estate RWO -11.71% 1.16% 3.88% 149 -0.32
iShares S&P Dev ex-US Property WPS -7.19% -0.42% 6.23% 10 -0.25
WisdomTree International Real Estate DRW -14.84% -4.26% 7.49% 13 -0.49

Broadbase Commodities 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
GreenHaven Continuous Commodity GCC 3.56% -0.36% 1.47% 64 0.18
iPath DJ-UBS Commodity Index Tracker DJP 0.27% -3.57% 1.68% 202 0.0
iShares S&P GSCI Commodity-Index GSG -18.04% -8.68% -0.39% 654 -0.55
ELEMENTS Rogers Intl Commodity RJI -3.97% -2.85% 3.39% 123 -0.16
PowerShares DB Commodity Index DBC -2.46% -2.81% 4.61% 1,796 -0.12
United States Commodity Index USCI -7.77% -8.52% -3.44% 36 -0.41

U.S. Total Bonds 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG 5.63% 5.46% 4.07% 5,917 0.65
Vanguard Total Bond Market ETF BND 5.75% 5.57% 4.25% 5,074 0.6
Vanguard Intermediate-Term Bond BIV 7.66% 6.75% 4.71% 1,222 1.14
Schwab Aggregate Bond SCHZ 5.7% 5.35% 3.93% 900 0.62

U.S. Short Term Investment Grade Bonds 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH 4.58% 4.39% 3.5% 3,162 0.56
iShares 0-5 Year Investment Grade Corp Bond SLQD 4.21% 4.02% 3.05% 291 0.52
iShares Short Term Corp Bond IGSB 3.33% 3.64% 2.73% 2,371 0.37

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 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG 4.02% 5.16% 7.51% 28,807 0.22
SPDR Barclays Capital High Yield JNK 4.44% 4.91% 7.86% 6,889 0.24
PowerShares Fundamental High Yield PHB 5.04% 5.14% 7.01% 483 0.33

International Government Bonds ETFs 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX 9.13% 3.44% 4.6% 436 0.78
SPDR Barclays Cap S/T Intl Treasuries BWZ 6.89% 0.31% 2.5% 52 0.97
iShares S&P/Citi Intl Treasury IGOV 9.83% 2.88% 4.57% 194 1.16
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG -3.13% -3.41% 0.04% 3 -0.27

Emerging Market Bonds 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB 2.97% 4.32% 6.62% 4,096 0.14
PCY PowerShares Emerging Mkts PCY -0.22% 3.77% 5.79% 1,126 -0.02
ELD WisdomTree Emerging Markets Local ELD -0.22% 0.38% 5.27% 21 -0.02
EMLC Market Vectors EM Local Curr EMLC 1.95% -0.43% 3.89% 2,096 0.11

U.S. Preferred/Convertible 01/22/2021

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF 5.78% 5.91% 5.68% 5,159 0.17
PowerShares Financial Preferre PGF 5.35% 6.36% 6.0% 1,093 0.19
PowerShares Preferred PGX 5.02% 6.6% 5.69% 3,556 0.15
SPDR Barclays Capital Convertible CWB 55.67% 23.05% 20.95% 958 2.02
SPDR Wells Fargo Preferred Stk PSK 4.02% 6.16% 5.76% 233 0.14

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
Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
Community Comments

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.