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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
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