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MyPlanIQ ETF Watch

Other than indicated, performance data are based on closing prices on last Friday

U.S. Large Cap Blend	U.S. Mid Cap Blend
U.S. Large Cap Growth	U.S. Mid Cap Growth
U.S. Large Cap Value	U.S. Mid Cap Value
U.S Small Cap Blend	Foreign Large Cap Equities
U.S. Small Cap Growth	Foreign Small/Mid Cap Equities
U.S. Small Cap Value	Europe Equities
Emerging Markets Diversified Equities	International REITs
Emerging Markets Small Cap	U.S. REITs
Broadbase Commodities	U.S. Total Bonds
U.S. Short Term Investment Grade Bonds	U.S. Intermediate Term Investment Grade Bonds
U.S. Long Term Investment Grade Bonds	U.S. Long Treasury Bonds
Inflation Protected Bonds	U.S. High Yield Bonds
International Government Bonds	Emerging Market Bonds
U.S. Preferred/Convertible	Managed Futures ETFs
Hedge Funds ETFs

U.S. Large Cap Blend 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
SPDR S&P 500	SPY	28.77%	22.0%	17.9%	70,736	2.35
iShares S&P 500 Index	IVV	28.87%	22.1%	17.99%	4,084	2.36
Vanguard Total Stock Market	VTI	27.96%	22.02%	17.71%	3,382	2.16
iShares Russell 1000	IWB	27.83%	22.23%	17.9%	624	2.22
Rydex S&P Equal Weight	RSP	28.24%	18.44%	14.61%	2,154	2.19
iShares S&P 100	OEF	29.72%	23.69%	18.97%	195	2.36
Vanguard Large Cap	VV	28.34%	22.71%	18.35%	240	2.27
Schwab U.S. Large Cap	SCHX	28.22%	22.53%	18.21%	718	2.24
Vanguard S&P 500	VOO	28.93%	22.06%	17.96%	4,613	2.37

U.S. Large Cap Growth 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
PowerShares QQQ	QQQ	32.89%	34.88%	27.91%	41,681	1.86
Vanguard Growth ETF	VUG	31.18%	31.63%	24.32%	815	1.9
iShares Russell 1000 Growth Index	IWF	31.53%	30.66%	24.57%	1,651	1.95
iShares S&P 500 Growth Index	IVW	34.02%	28.64%	23.33%	1,791	2.2

U.S. Large Cap Value 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
Vanguard Value ETF	VTV	24.62%	13.43%	12.17%	2,295	1.99
SPDR Dow Jones Industrial Aver	DIA	19.36%	14.81%	15.22%	4,087	1.65
SPDR S&P Dividend	SDY	21.51%	12.79%	11.72%	287	1.69
Vanguard Dividend Appreciation	VIG	21.13%	18.47%	16.32%	1,222	1.86
iShares Russell 1000 Value Ind	IWD	23.62%	13.16%	10.75%	2,553	1.88
iShares S&P 500 Value Index	IVE	22.22%	13.85%	11.29%	547	1.77
iShares Dow Jones Select Divid	DVY	27.78%	11.57%	10.16%	510	1.9

U.S. Mid Cap Blend 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
SPDR S&P MidCap 400	MDY	27.7%	16.22%	12.65%	1,016	1.58
iShares S&P MidCap 400 Index	IJH	28.14%	16.45%	12.88%	933	1.62
Vanguard Mid-Cap ETF	VO	27.28%	20.25%	15.28%	706	1.96
iShares Russell Midcap Index	IWR	25.57%	19.04%	15.3%	1,622	1.77
Vanguard Extended Market Index	VXF	22.66%	20.93%	15.86%	314	1.16

U.S. Mid Cap Growth 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
iShares S&P MidCap 400 Growth	IJK	23.24%	17.04%	13.53%	137	1.32
iShares Russell Midcap Growth	IWP	22.15%	24.87%	19.59%	831	1.12
Vanguard Mid-Cap Growth ETF	VOT	27.01%	26.13%	19.59%	114	1.53

U.S. Mid Cap Value 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
iShares S&P MidCap 400 Value I	IJJ	32.64%	13.47%	9.86%	284	1.75
iShares Russell Midcap Value I	IWS	27.12%	14.31%	10.59%	340	1.87
Vanguard Mid-Cap Value ETF	VOE	26.91%	13.92%	11.01%	248	1.83

U.S. Small Cap Blend 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
Vanguard Small Cap ETF	VB	23.84%	17.06%	13.44%	470	1.3
iShares S&P SmallCap 600 Index	IJR	31.74%	15.13%	12.42%	3,368	1.52
iShares Russell 2000 Index	IWM	22.92%	15.7%	12.18%	27,103	1.05
iShares Russell Microcap Index	IWC	29.83%	16.8%	12.24%	50	1.15
Schwab U.S. Small-Cap ETF	SCHA	24.13%	16.34%	12.38%	447	1.19

U.S. Small Cap Growth 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
Vanguard Small Cap Growth ETF	VBK	15.18%	20.35%	16.68%	182	0.7
iShares Russell 2000 Growth In	IWO	14.05%	17.52%	14.47%	446	0.55
iShares S&P SmallCap 600 Growth	IJT	28.32%	15.84%	13.91%	120	1.4

U.S. Small Cap Value 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
Vanguard Small Cap Value ETF	VBR	31.29%	13.75%	10.42%	437	1.66
iShares S&P SmallCap 600 Value	IJS	34.48%	13.42%	10.19%	584	1.53
iShares Russell 2000 Value Ind	IWN	32.5%	13.0%	9.36%	1,407	1.52

Foreign Large Cap Equities 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
iShares MSCI EAFE Index	EFA	9.35%	9.55%	8.98%	21,817	0.66
Vanguard MSCI EAFE ETF	VEA	12.6%	11.2%	9.93%	7,746	0.91
Schwab International Equity	SCHF	11.66%	10.84%	9.72%	2,537	0.84
iShares Dow Jones Intl Select	IDV	11.46%	5.95%	6.65%	517	0.89
iShares MSCI EAFE Value Index	EFV	6.4%	3.51%	4.71%	2,124	0.45
PowerShares Intl Dividend Achievers	PID	23.08%	10.29%	8.75%	62	1.76
iShares MSCI EAFE Growth Index	EFG	11.92%	15.08%	12.71%	480	0.78
PowerShares DWA Dev Mkts Techn	PIZ	23.71%	18.5%	14.12%	33	1.35

Foreign Small/Mid Cap Equities 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
iShares MSCI EAFE Small Cap	SCZ	11.69%	11.43%	10.38%	1,380	0.78
SPDR S&P International Small Cap	GWX	12.88%	9.9%	8.5%	69	0.82
WisdomTree International Small	DLS	12.32%	6.69%	7.08%	39	0.94
WisdomTree International MidCap	DIM	9.36%	6.23%	7.13%	4	0.73

Europe Equities 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
Vanguard MSCI European ETF	VGK	16.69%	12.02%	10.84%	5,007	1.18
iShares MSCI EMU Index	EZU	11.63%	10.62%	10.16%	3,500	0.74
iShares S&P Europe 350	IEV	12.81%	10.06%	8.95%	321	0.9

Emerging Market Diversified Equities 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
iShares MSCI Emerging Markets	EEM	-0.73%	8.71%	8.77%	36,713	-0.09
Vanguard MSCI Emerging Markets	VWO	4.76%	11.29%	9.36%	10,503	0.22
Schwab Emerging Markets	SCHE	1.65%	9.94%	9.15%	1,307	0.05
WisdomTree Emerging Markets Equity Income	DEM	12.52%	6.42%	7.72%	188	0.8
PoweShares FTSE RAFI Emerging Markets	PXH	11.67%	6.26%	7.31%	381	0.68
PowerShares DWA Em Mkts Technical Leaders	PIE	17.48%	16.93%	12.47%	62	0.72

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 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
Vanguard REIT Index ETF	VNQ	31.99%	14.7%	10.67%	4,226	2.27
iShares Dow Jones US Real Estate	IYR	30.03%	13.72%	11.18%	7,205	2.16
iShares Cohen & Steers Realty	ICF	33.26%	13.3%	9.84%	150	2.3
SPDR Dow Jones REIT	RWR	37.41%	11.25%	8.88%	164	2.45

International REITs 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
SPDR Dow Jones Intl Real Estat	RWX	12.54%	4.39%	5.11%	145	1.01
iShares FTSE EPRA/NAREIT Dev Real Estate	IFGL	10.47%	5.39%	6.0%	46	0.81
SPDR Dow Jones Global Real Estate	RWO	27.33%	8.75%	7.41%	118	2.15
iShares S&P Dev ex-US Property	WPS	10.82%	6.31%	6.4%	5	0.95
WisdomTree International Real Estate	DRW	2.72%	0.92%	5.36%	11	0.17

Broadbase Commodities 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
GreenHaven Continuous Commodity	GCC	33.48%	11.06%	4.7%	104	1.81
iPath DJ-UBS Commodity Index Tracker	DJP	39.13%	8.58%	4.23%	206	2.21
iShares S&P GSCI Commodity-Index	GSG	41.11%	2.86%	2.53%	1,518	2.06
ELEMENTS Rogers Intl Commodity	RJI	42.46%	9.29%	6.1%	93	2.5
PowerShares DB Commodity Index	DBC	42.56%	10.29%	6.55%	3,175	2.23
United States Commodity Index	USCI	33.58%	2.51%	-0.33%	33	2.07

U.S. Total Bonds 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
iShares Barclays Aggregate Bon	AGG	-0.92%	5.64%	3.69%	5,599	-0.31
Vanguard Total Bond Market ETF	BND	-0.93%	5.67%	3.83%	5,397	-0.32
Vanguard Intermediate-Term Bond	BIV	-1.75%	6.54%	4.11%	900	-0.49
Schwab Aggregate Bond	SCHZ	-1.05%	5.53%	3.58%	724	-0.35

U.S. Short Term Investment Grade Bonds 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
Vanguard Short-Term Corp Bd Id	VCSH	-0.01%	4.1%	2.99%	3,402	-0.05
iShares 0-5 Year Investment Grade Corp Bond	SLQD	-0.05%	3.67%	2.76%	264	-0.14
iShares Short Term Corp Bond	IGSB	0.14%	3.53%	2.52%	2,740	0.04

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 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
iShares iBoxx $ High Yield Corp	HYG	3.28%	5.93%	4.99%	23,488	0.79
SPDR Barclays Capital High Yield	JNK	4.34%	6.32%	5.16%	7,989	1.11
PowerShares Fundamental High Yield	PHB	3.66%	6.26%	4.81%	392	1.02

International Government Bonds ETFs 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries	BWX	-6.7%	2.7%	2.6%	213	-1.11
SPDR Barclays Cap S/T Intl Treasuries	BWZ	-5.22%	0.35%	1.01%	23	-1.1
iShares S&P/Citi Intl Treasury	IGOV	-6.66%	2.31%	2.5%	156	-1.13
iShares S&P/Citi 1-3 Yr Intl Treasury	ISHG	-5.22%	-3.51%	-1.4%	4	-1.06

Emerging Market Bonds 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt	EMB	-2.29%	6.03%	4.23%	5,587	-0.39
PCY PowerShares Emerging Mkts	PCY	-3.81%	5.13%	3.09%	808	-0.51
ELD WisdomTree Emerging Markets Local	ELD	-8.01%	1.54%	1.41%	20	-0.89
EMLC Market Vectors EM Local Curr	EMLC	-7.93%	1.45%	0.5%	2,116	-0.96

U.S. Preferred/Convertible 11/26/2021

Description	Symbol	1 Yr	3 Yr	5 Yr	Avg. Volume(K)	1 Yr Sharpe
iShares S&P U.S. Preferred Stk	PFF	7.03%	8.39%	5.98%	4,825	1.11
PowerShares Financial Preferre	PGF	1.42%	7.09%	5.64%	269	0.25
PowerShares Preferred	PGX	2.5%	7.84%	5.85%	2,672	0.44
SPDR Barclays Capital Convertible	CWB	12.23%	23.45%	17.04%	891	0.72
SPDR Wells Fargo Preferred Stk	PSK	0.63%	6.75%	5.56%	148	0.08

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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MyPlanIQ ETF Watch

U.S. Large Cap Blend 11/26/2021

U.S. Large Cap Growth 11/26/2021

U.S. Large Cap Value 11/26/2021

U.S. Mid Cap Blend 11/26/2021

U.S. Mid Cap Growth 11/26/2021

U.S. Mid Cap Value 11/26/2021

U.S. Small Cap Blend 11/26/2021

U.S. Small Cap Growth 11/26/2021

U.S. Small Cap Value 11/26/2021

Foreign Large Cap Equities 11/26/2021

Foreign Small/Mid Cap Equities 11/26/2021

Europe Equities 11/26/2021

Emerging Market Diversified Equities 11/26/2021

Emerging Market Small Cap 08/21/2020

U.S. REITs 11/26/2021

International REITs 11/26/2021

Broadbase Commodities 11/26/2021

U.S. Total Bonds 11/26/2021

U.S. Short Term Investment Grade Bonds 11/26/2021

U.S. Intermediate Term Investment Grade Bonds 04/27/2018

U.S. Long Term Investment Grade Bonds 04/27/2018

U.S. Long Term Treasury Bonds 04/27/2018

U.S. High Yield Bonds 11/26/2021

International Government Bonds ETFs 11/26/2021

Emerging Market Bonds 11/26/2021

U.S. Preferred/Convertible 11/26/2021

Managed Futures ETFs 08/22/2014

Hedge Funds ETFs 06/10/2016

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MyPlanIQ ETF Watch

U.S. Large Cap Blend 11/26/2021

U.S. Large Cap Growth 11/26/2021

U.S. Large Cap Value 11/26/2021

U.S. Mid Cap Blend 11/26/2021

U.S. Mid Cap Growth 11/26/2021

U.S. Mid Cap Value 11/26/2021

U.S. Small Cap Blend 11/26/2021

U.S. Small Cap Growth 11/26/2021

U.S. Small Cap Value 11/26/2021

Foreign Large Cap Equities 11/26/2021

Foreign Small/Mid Cap Equities 11/26/2021

Europe Equities 11/26/2021

Emerging Market Diversified Equities 11/26/2021

Emerging Market Small Cap 08/21/2020

U.S. REITs 11/26/2021

International REITs 11/26/2021

Broadbase Commodities 11/26/2021

U.S. Total Bonds 11/26/2021

U.S. Short Term Investment Grade Bonds 11/26/2021

U.S. Intermediate Term Investment Grade Bonds 04/27/2018

U.S. Long Term Investment Grade Bonds 04/27/2018

U.S. Long Term Treasury Bonds 04/27/2018

U.S. High Yield Bonds 11/26/2021

International Government Bonds ETFs 11/26/2021

Emerging Market Bonds 11/26/2021

U.S. Preferred/Convertible 11/26/2021

Managed Futures ETFs 08/22/2014

Hedge Funds ETFs 06/10/2016

Members enjoy Free features

Join Now (Free) No Credit Card Required

Login With Facebook:

Get portfolio suggestions for your 401k plan or brokerage accounts

Join Now (Free)
No Credit Card Required

Get portfolio suggestions for your
401k plan or brokerage accounts