ETFs and Mutual Fund Center

A comprehensive research platform for ETFs, mutual funds, and stocks, we constantly monitor a select list of low-cost index ETFs, index mutual funds, and some excellent and innovative funds.

For each fund, we provide many statistics, including Sharpe ratios, standard deviation, and maximum drawdown. Periods of rolling returns are also provided for each fund. Furthermore, an important fundamental and tactical timing-based signal is provided for each fund for buy and sell reference and research purposes. 

Most popular ETFs

Ticker/Portfolio Name YTD
Return**
1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR
SPY (SPDR S&P 500 ETF) 5.1% 24.7% 10.2% 14.4% 12.6% 15.4%
IVV (iShares Core S&P 500) 4.5% 24.1% 10.0% 14.4% 12.5% 15.4%
VOO (Vanguard S&P 500 ETF) 4.5% 24.7% 10.2% 14.5% 12.6%
VTI (Vanguard Total Stock Market ETF) 4.1% 22.5% 7.9% 13.5% 11.9% 15.4%
QQQ (PowerShares QQQ ETF) 4.3% 42.2% 9.3% 20.8% 18.0% 20.8%
VEA (Vanguard FTSE Developed Markets ETF) 0.7% 11.7% 2.7% 7.0% 4.8% 8.6%
IEFA (iShares Core MSCI EAFE) 1.0% 13.8% 3.4% 7.3% 4.9%
VTV (Vanguard Value ETF) 2.7% 10.9% 10.0% 10.4% 10.2% 13.8%
BND (Vanguard Total Bond Market ETF) -1.4% 3.7% -3.2% 0.6% 1.5% 2.5%
AGG (iShares Core US Aggregate Bond) -1.5% 3.6% -3.2% 0.6% 1.5% 2.5%
VUG (Vanguard Growth ETF) 6.1% 38.4% 8.0% 17.8% 14.6% 17.1%
VWO (Vanguard FTSE Emerging Markets ETF) 0.2% 3.9% -6.9% 3.3% 3.5% 7.5%
IEMG (iShares Core MSCI Emerging Markets) -0.1% 7.3% -6.9% 3.2% 3.4%
IWF (iShares Russell 1000 Growth) 6.3% 37.1% 9.2% 18.0% 15.3% 17.5%
VIG (Vanguard Dividend Appreciation ETF) 2.9% 15.5% 9.3% 12.3% 11.3% 13.8%
IJH (iShares Core S&P Mid-Cap) 1.2% 7.5% 5.3% 9.7% 9.3% 14.4%
IJR (iShares Core S&P Small-Cap) -1.8% 3.1% 1.7% 7.5% 9.1% 14.1%
GLD (SPDR Gold Shares) -1.9% 9.8% 4.1% 8.5% 4.0% 4.4%
VXUS (Vanguard Total International Stock ETF) 0.5% 10.6% 0.3% 6.2% 4.4%
IWM (iShares Russell 2000) -0.9% 5.2% -2.5% 6.4% 7.2% 12.7%
VO (Vanguard Mid-Cap ETF) 0.9% 8.1% 3.5% 10.0% 9.4% 14.6%
VGT (Vanguard Information Technology ETF) 3.9% 39.1% 11.2% 22.7% 19.8% 21.2%
IWD (iShares Russell 1000 Value) 1.9% 9.3% 7.4% 9.1% 8.6% 12.8%
BNDX (Vanguard Total International Bond ETF) -1.1% 12.3% -0.7% 1.5% 2.7%
EFA (iShares MSCI EAFE) 1.4% 12.6% 3.4% 7.1% 4.5% 8.4%
XLK (Technology Select Sector SPDR ETF) 4.2% 43.2% 14.7% 24.9% 20.4% 20.9%
VYM (Vanguard High Dividend Yield ETF) 2.1% 8.4% 9.6% 9.7% 9.9% 13.9%
SCHD (Schwab US Dividend Equity ETF) 1.1% 5.1% 8.5% 12.3% 11.5%
VB (Vanguard Small-Cap ETF) 0.5% 8.0% 1.5% 8.5% 8.5% 14.5%
ITOT (iShares Core S&P Total US Stock Mkt) 4.7% 23.3% 8.0% 13.6% 12.2% 15.3%
XLV (Health Care Select Sector SPDR ETF) 6.4% 13.3% 9.4% 11.5% 11.5% 14.2%
VCIT (Vanguard Intermediate-Term Corp Bd ETF) -1.0% 7.4% -2.3% 2.3% 2.9%
TLT (iShares 20+ Year Treasury Bond) -5.5% -4.5% -11.5% -3.0% 1.1% 2.1%
RSP (Guggenheim S&P 500 Equal Weight ETF) 1.2% 7.8% 7.6% 10.9% 10.2% 15.4%
BSV (Vanguard Short-Term Bond ETF) -0.2% 4.9% -0.5% 1.4% 0.9% 0.7%
LQD (iShares iBoxx $ Invst Grade Crp Bond) -1.9% 6.6% -3.7% 2.0% 2.7% 4.5%
VCSH (Vanguard Short-Term Corporate Bond ETF) 0.1% 6.3% 0.1% 2.1% 2.0%
VEU (Vanguard FTSE All-World ex-US ETF) 0.5% 10.5% 0.2% 6.2% 4.5% 8.5%
XLE (Energy Select Sector SPDR ETF) 2.1% 2.2% 28.8% 11.0% 4.0% 8.2%
SCHX (Schwab US Large-Cap ETF) 4.5% 24.1% -13.6% -0.6% 4.8%
MUB (iShares National AMT-Free Muni Bond) -0.0% 5.1% -0.3% 2.1% 2.6% 3.2%
IVW (iShares S&P 500 Growth) 6.8% 30.6% 7.3% 15.3% 13.9% 16.3%
VNQ (Vanguard REIT ETF) -4.7% -0.6% 2.3% 3.8% 6.2% 12.7%
XLF (Financial Select Sector SPDR ETF) 5.4% 12.1% 9.7% 10.9% 11.3% 15.9%
IXUS (iShares Core MSCI Total Intl Stk) 0.3% 10.4% -0.1% 6.0% 4.3%
QUAL (iShares Edge MSCI USA Quality Factor ETF) 6.7% 31.1% 11.4% 14.7% 12.8%
SCHF (Schwab International Equity ETF) 0.6% 12.8% 3.0% 7.3% 4.8%
IWB (iShares Russell 1000) 4.3% 23.4% 8.6% 13.9% 12.2% 15.4%
IEF (iShares 7-10 Year Treasury Bond) -2.1% 1.4% -5.0% -0.2% 1.2% 2.1%
DIA (SPDR Dow Jones Industrial Average ETF) 2.6% 17.1% 9.0% 10.5% 11.5% 14.2%
USV (UBS ETRACS CMCI Silver Total Return ETN) - 41.9% 13.5% 12.0% -2.4%
BIL (SPDR Barclays 1-3 Month T-Bill ETF) 1.2% 5.6% 2.5% 1.9% 1.3% 0.8%
IWR (iShares Russell Mid-Cap) 2.0% 9.9% 3.9% 9.9% 9.7% 14.8%
VT (Vanguard Total World Stock ETF) 2.7% 17.8% 4.9% 10.5% 8.5% 12.0%
VTEB (Vanguard Tax-Exempt Bond Index ETF) -0.2% 5.5% -0.5% 2.1%
VV (Vanguard Large-Cap ETF) 4.6% 24.8% 9.0% 14.3% 12.5% 15.5%
MBB (iShares MBS) -1.9% 2.4% -3.3% -0.2% 1.0% 1.8%
IAU (iShares Gold Trust) -2.5% 9.3% 30.6% 24.6% 11.5% 9.5%
GOVT (iShares Core US Treasury Bond) -1.4% 3.4% -3.2% 0.3% 1.0%
SHY (iShares 1-3 Year Treasury Bond) 0.2% 4.9% 0.1% 1.3% 1.0% 1.0%
IVE (iShares S&P 500 Value) 1.8% 16.7% 12.0% 12.0% 10.2% 13.9%
VBR (Vanguard Small-Cap Value ETF) 0.2% 7.1% 6.9% 8.8% 8.6% 14.2%
JPST (JPMorgan Ultra-Short Income ETF) 1.2% 6.7% 2.8% 2.7%
IGSB (iShares Short Term Corp Bond) 0.3% 6.6% 0.2% 1.9% 1.6% 2.1%
IUSB (iShares Core Total USD Bond Market ETF) -1.4% 4.3% -2.8% 0.9%
SCHB (Schwab US Broad Market ETF) 4.7% 23.3% -14.2% -1.0% 4.5%
VGSH (Vanguard Short-Term Government Bond ETF) 0.1% 5.0% 0.1% 1.3% 1.0%
SDY (SPDR S&P Dividend ETF) -0.6% -0.0% 7.1% 8.1% 9.7% 13.7%
TIP (iShares TIPS Bond) -1.2% 2.0% -1.4% 2.5% 1.9% 2.9%
DFAC (DFA US Core Equity 2 ETF) 2.9% 17.1%
SHV (iShares Short Treasury Bond) 1.1% 6.6% 2.6% 2.2% 1.4% 1.0%
DVY (iShares Select Dividend) -1.5% -2.5% 7.6% 7.7% 8.8% 13.3%
MDY (SPDR S&P MidCap 400 ETF) 1.8% 7.8% 5.1% 9.7% 9.2% 14.2%
SCHG (Schwab US Large-Cap Growth ETF) 7.6% 44.0% -12.7% 3.6% 7.8%
VGK (Vanguard FTSE Europe ETF) -0.2% 10.1% 4.1% 7.7% 4.4% 8.9%
SPLG (SPDR® Portfolio S&P 500 ETF) 5.1% 24.8% 10.2% 14.5% 11.9% 14.5%
ACWI (iShares MSCI ACWI) 3.4% 19.1% 5.1% 10.6% 8.6% 11.8%
SPYG (SPDR® S&P 500 Growth ETF) 6.8% 31.2% 7.5% 15.5% 14.0% 16.8%
USFR (WisdomTree Floating Rate Treasury Fund) 1.3% 6.4% 3.0% 2.7% 1.8%
VHT (Vanguard Health Care ETF) 6.4% 12.3% 6.0% 10.6% 11.0% 14.3%
SPDW (SPDR S&P World ex US) 0.5% 10.9% 1.8% 6.7% 3.6% 6.9%
VMBS (Vanguard Mortgage-Backed Securities ETF) -1.8% 2.6% -3.2% -0.2% 1.0%
VOE (Vanguard Mid-Cap Value ETF) 0.4% 4.2% 6.9% 8.8% 8.6% 14.2%
SPYV (SPDR® S&P 500 Value ETF) 1.9% 17.0% 12.2% 12.2% 10.4% 13.6%
BIV (Vanguard Intermediate-Term Bond ETF) -1.3% 4.4% -3.3% 1.2% 1.9% 3.4%
VXF (Vanguard Extended Market ETF) 2.1% 14.5% -2.1% 9.1% 8.7% 14.3%
HYG (iShares iBoxx $ High Yield Corporate Bd) 0.6% 11.7% 1.3% 3.3% 3.4% 6.9%
XLI (Industrial Select Sector SPDR ETF) 3.5% 18.0% 11.3% 11.4% 10.8% 15.4%
VTIP (Vanguard Short-Term Infl-Prot Secs ETF) 0.0% 6.6% 2.9% 3.7% 2.1%

**YTD: Year to Date

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