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U.S. Large Cap Blend 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY 10.76% 10.32% 15.92% 73,564 0.22
iShares S&P 500 Index IVV 10.51% 10.26% 15.92% 7,568 0.21
Vanguard Total Stock Market VTI 9.56% 9.44% 15.46% 4,476 0.16
iShares Russell 1000 IWB 10.21% 9.85% 15.67% 1,080 0.2
Rydex S&P Equal Weight RSP 4.33% 4.72% 14.63% 10,285 -0.12
iShares S&P 100 OEF 13.56% 12.41% 16.98% 518 0.35
Vanguard Large Cap VV 10.84% 10.33% 15.84% 561 0.23
Schwab U.S. Large Cap SCHX 11.05% 12.4% 18.38% 13,475 0.24
Vanguard S&P 500 VOO 10.88% 10.39% 16.0% 8,319 0.24

U.S. Large Cap Growth 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ 11.85% 13.48% 17.89% 47,319 0.22
Vanguard Growth ETF VUG 14.79% 13.36% 17.2% 1,769 0.34
iShares Russell 1000 Growth Index IWF 13.68% 13.36% 17.48% 1,964 0.29
iShares S&P 500 Growth Index IVW 16.65% 11.22% 16.3% 2,495 0.42

U.S. Large Cap Value 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV 6.1% 6.75% 14.03% 3,220 -0.02
SPDR Dow Jones Industrial Aver DIA 7.04% 7.59% 13.09% 3,342 0.04
SPDR S&P Dividend SDY 3.62% 2.82% 11.66% 311 -0.19
Vanguard Dividend Appreciation VIG 8.32% 7.89% 12.93% 1,304 0.12
iShares Russell 1000 Value Ind IWD 5.7% 5.67% 13.18% 2,447 -0.04
iShares S&P 500 Value Index IVE 2.38% 7.92% 14.04% 1,036 -0.25
iShares Dow Jones Select Divid DVY 9.32% 3.53% 14.3% 501 0.18

U.S. Mid Cap Blend 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY -0.71% 4.35% 14.29% 1,270 -0.33
iShares S&P MidCap 400 Index IJH -0.84% 4.49% 14.44% 11,677 -0.33
Vanguard Mid-Cap ETF VO 7.42% 5.34% 13.46% 968 0.06
iShares Russell Midcap Index IWR 4.94% 5.04% 13.44% 2,069 -0.07
Vanguard Extended Market Index VXF 3.85% 4.3% 12.75% 568 -0.1

U.S. Mid Cap Growth 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK -4.83% 4.33% 12.06% 396 -0.49
iShares Russell Midcap Growth IWP 11.29% 9.4% 12.52% 1,280 0.2
Vanguard Mid-Cap Growth ETF VOT 10.1% 6.72% 12.23% 289 0.17

U.S. Mid Cap Value 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ 3.49% 4.26% 16.42% 341 -0.14
iShares Russell Midcap Value I IWS 2.9% 3.12% 13.84% 627 -0.19
Vanguard Mid-Cap Value ETF VOE 4.51% 3.84% 14.37% 346 -0.11

U.S. Small Cap Blend 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB 0.77% 3.32% 13.07% 1,148 -0.25
iShares S&P SmallCap 600 Index IJR -3.12% 0.37% 12.88% 5,465 -0.4
iShares Russell 2000 Index IWM -0.29% 1.35% 11.0% 34,497 -0.28
iShares Russell Microcap Index IWC -0.12% -1.81% 9.9% 44 -0.24
Schwab U.S. Small-Cap ETF SCHA 0.3% 2.64% 12.58% 3,779 -0.26

U.S. Small Cap Growth 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK 1.93% 2.65% 8.7% 328 -0.18
iShares Russell 2000 Growth In IWO 1.71% 2.75% 8.35% 502 -0.18
iShares S&P SmallCap 600 Growth IJT -2.59% 1.69% 11.73% 197 -0.38

U.S. Small Cap Value 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR 0.03% 3.66% 16.18% 605 -0.3
iShares S&P SmallCap 600 Value IJS -4.04% -1.25% 13.56% 416 -0.43
iShares Russell 2000 Value Ind IWN -2.27% -0.28% 13.24% 1,114 -0.37

Foreign Large Cap Equities 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA 12.17% 9.39% 11.97% 16,636 0.33
Vanguard MSCI EAFE ETF VEA 11.52% 8.17% 11.93% 13,913 0.3
Schwab International Equity SCHF 11.45% 9.67% 13.25% 12,082 0.3
iShares Dow Jones Intl Select IDV 21.23% 8.26% 13.63% 775 0.92
iShares MSCI EAFE Value Index EFV 18.38% 12.5% 15.35% 3,245 0.71
PowerShares Intl Dividend Achievers PID 10.95% 4.01% 14.34% 112 0.33
iShares MSCI EAFE Growth Index EFG 5.94% 6.05% 8.14% 1,635 -0.02
PowerShares DWA Dev Mkts Techn PIZ 23.9% 10.7% 12.52% 44 0.84

Foreign Small/Mid Cap Equities 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ 12.06% 4.32% 9.59% 1,340 0.33
SPDR S&P International Small Cap GWX 10.27% 3.03% 9.24% 59 0.22
WisdomTree International Small DLS 12.27% 5.97% 10.72% 29 0.35
WisdomTree International MidCap DIM 17.89% 8.01% 11.53% 5 0.69

Europe Equities 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK 13.49% 10.1% 13.56% 5,390 0.4
iShares MSCI EMU Index EZU 14.96% 13.37% 15.22% 2,521 0.43
iShares S&P Europe 350 IEV 12.82% 10.51% 13.59% 470 0.37

Emerging Market Diversified Equities 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM 9.31% 3.6% 6.37% 29,398 0.15
Vanguard MSCI Emerging Markets VWO 10.69% 4.94% 8.32% 9,726 0.23
Schwab Emerging Markets SCHE 11.75% 5.09% 8.1% 1,423 0.29
WisdomTree Emerging Markets Equity Income DEM 5.37% 7.06% 10.93% 294 -0.06
PoweShares FTSE RAFI Emerging Markets PXH 13.12% 8.09% 10.84% 340 0.31
PowerShares DWA Em Mkts Technical Leaders PIE -12.52% -4.32% 5.14% 34 -0.87

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 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ 13.1% -3.48% 7.68% 3,741 0.37
iShares Dow Jones US Real Estate IYR 13.3% -2.99% 7.5% 5,468 0.38
iShares Cohen & Steers Realty ICF 13.76% -3.77% 7.0% 124 0.41
SPDR Dow Jones REIT RWR 11.46% -3.62% 9.1% 246 0.28

International REITs 08/09/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Dow Jones Intl Real Estat RWX 4.27% -8.13% -2.77% 44 0.03
iShares FTSE EPRA/NAREIT Dev Real Estate IFGL 6.64% -8.9% -2.93% 16 0.17
SPDR Dow Jones Global Real Estate RWO 11.01% -2.7% 1.17% 105 0.42
iShares S&P Dev ex-US Property WPS 5.62% -9.57% -3.35% 6 0.11
WisdomTree International Real Estate DRW NA NA NA -0 0.02

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 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG 6.97% 1.37% -0.92% 8,925 0.11
Vanguard Total Bond Market ETF BND 7.62% 1.62% -0.84% 7,200 0.24
Vanguard Intermediate-Term Bond BIV 7.99% 1.97% -0.46% 1,484 0.3
Schwab Aggregate Bond SCHZ 8.22% 2.88% 0.44% 1,701 0.34

U.S. Short Term Investment Grade Bonds 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH 6.73% 3.88% 2.13% 4,975 0.15
iShares 0-5 Year Investment Grade Corp Bond SLQD 6.29% 3.92% 2.15% 289 -0.03
iShares Short Term Corp Bond IGSB 6.8% 3.98% 2.22% 3,968 0.17

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 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG 9.91% 5.6% 5.61% 49,874 0.62
SPDR Barclays Capital High Yield JNK 7.51% 4.72% 5.37% 4,755 0.19
PowerShares Fundamental High Yield PHB 8.39% 5.62% 5.46% 143 0.37

International Government Bonds ETFs 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX 8.37% -0.89% -2.48% 634 0.22
SPDR Barclays Cap S/T Intl Treasuries BWZ 8.18% 0.8% -0.37% 113 0.23
iShares S&P/Citi Intl Treasury IGOV 9.51% -1.31% -2.96% 292 0.34
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG 9.76% 1.55% 0.09% 65 0.46

Emerging Market Bonds 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB 9.47% 4.2% 3.1% 6,917 0.4
PCY PowerShares Emerging Mkts PCY 6.57% 4.5% 2.09% 348 0.02
ELD WisdomTree Emerging Markets Local ELD 6.29% 5.35% 3.05% 11 -0.01
EMLC Market Vectors EM Local Curr EMLC 7.55% 3.89% 2.54% 2,447 0.15

U.S. Preferred/Convertible 04/25/2025

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF 2.43% 1.52% 3.05% 4,143 -0.42
PowerShares Financial Preferre PGF 7.06% 6.82% 4.16% 262 0.07
PowerShares Preferred PGX 2.05% 1.17% 0.8% 7,374 -0.44
SPDR Barclays Capital Convertible CWB 11.39% 3.92% 10.44% 683 0.43
SPDR Wells Fargo Preferred Stk PSK 1.69% 1.74% 0.63% 208 -0.5

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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