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 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
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.