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 Trust) 15.8% 26.1% 10.7% 15.5% 12.9% 14.8%
IVV (iShares Core S&P 500 ETF) 16.1% 26.7% 10.9% 15.6% 13.0% 14.8%
VOO (Vanguard S&P 500 ETF) 15.8% 26.3% 10.8% 15.6% 13.0%
VTI (Vanguard Total Stock Market Index Fund ETF Shares) 14.0% 24.8% 8.7% 14.6% 12.3% 14.6%
QQQ (Invesco QQQ Trust) 18.6% 32.8% 13.2% 22.2% 19.0% 20.1%
VEA (Vanguard FTSE Developed Markets Index Fund ETF Shares) 4.7% 9.4% 1.2% 7.2% 4.6% 7.0%
IEFA (iShares Core MSCI EAFE ETF) 9.2% 13.7% 2.7% 7.9% 5.0%
VTV (Vanguard Value Index Fund ETF Shares) 9.1% 16.8% 8.0% 11.0% 10.0% 12.7%
BND (Vanguard Total Bond Market Index Fund ETF Shares) 0.2% 3.3% -2.6% 0.0% 1.4% 2.5%
AGG (iShares Core U.S. Aggregate Bond ETF) 0.2% 3.3% -2.6% 0.1% 1.5% 2.5%
VUG (Vanguard Growth Index Fund ETF Shares) 21.2% 35.2% 11.6% 19.3% 15.6% 16.8%
VWO (Vanguard FTSE Emerging Markets Index Fund ETF Shares) 8.0% 9.6% -3.0% 4.8% 3.2% 5.1%
IEMG (iShares Core MSCI Emerging Markets ETF) 8.6% 10.5% -3.5% 4.9% 3.2%
IWF (iShares Russell 1000 Growth ETF) 21.6% 35.9% 12.9% 19.7% 16.4% 17.2%
VIG (Vanguard Dividend Appreciation Index Fund ETF Shares) 9.1% 17.0% 8.5% 12.3% 11.3% 13.1%
IJH (iShares Core S&P Mid-Cap ETF) 6.3% 15.7% 4.4% 10.8% 9.3% 13.1%
IJR (iShares Core S&P Small-Cap ETF) -1.3% 9.1% -0.9% 8.5% 8.7% 12.6%
GLD (SPDR® Gold Shares) 12.7% 18.6% 8.0% 11.2% 5.8% 5.9%
VXUS (Vanguard Total International Stock Index Fund ETF Shares) 5.5% 9.5% 0.1% 6.6% 4.1%
IWM (iShares Russell 2000 ETF) 0.8% 9.8% -3.0% 7.1% 7.1% 11.1%
VO (Vanguard Mid-Cap Index Fund ETF Shares) 5.3% 14.0% 2.9% 9.9% 9.3% 13.3%
VGT (Vanguard Information Technology Index Fund ETF Shares) 21.9% 35.0% 16.4% 24.5% 21.1% 20.4%
IWD (iShares Russell 1000 Value ETF) 6.8% 14.1% 5.3% 9.4% 8.2% 11.6%
BNDX (Vanguard Total International Bond Index Fund ETF Shares) 0.1% 5.4% -1.9% -0.3% 2.0%
EFA (iShares MSCI EAFE ETF) 7.8% 12.1% 2.8% 7.6% 4.6% 6.9%
XLK (Technology Select Sector SPDR® Fund) 20.4% 34.7% 18.8% 26.2% 21.4% 20.3%
VYM (Vanguard High Dividend Yield Index Fund ETF Shares) 7.9% 15.4% 7.3% 10.1% 9.5% 12.7%
SCHD (Schwab U.S. Dividend Equity ETF) 2.8% 9.7% 4.0% 11.9% 10.8%
VB (Vanguard Small-Cap Index Fund ETF Shares) 2.5% 12.4% 0.4% 8.8% 8.3% 12.6%
ITOT (iShares Core S&P Total U.S. Stock Market ETF) 14.3% 25.1% 8.8% 14.6% 12.4% 14.5%
XLV (Health Care Select Sector SPDR® Fund) 7.4% 12.2% 7.2% 11.8% 11.2% 14.2%
VCIT (Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares) 0.8% 6.4% -1.8% 1.3% 2.7%
TLT (iShares 20+ Year Treasury Bond ETF) -3.6% -5.5% -10.3% -4.3% 0.7% 3.1%
RSP (Invesco S&P 500® Equal Weight ETF) 5.2% 12.9% 4.8% 11.2% 9.9% 13.7%
BSV (Vanguard Short-Term Bond Index Fund ETF Shares) 1.0% 4.5% -0.2% 1.1% 1.0% 0.8%
LQD (iShares iBoxx $ Investment Grade Corporate Bond ETF) -0.1% 5.2% -3.2% 0.9% 2.5% 4.4%
VCSH (Vanguard Short-Term Corporate Bond Index Fund ETF Shares) 1.6% 6.0% 0.3% 1.7% 2.0%
VEU (Vanguard FTSE All-World ex-US Index Fund ETF Shares) 5.9% 9.9% 0.3% 6.7% 4.2% 6.5%
XLE (Energy Select Sector SPDR® Fund) 6.6% 13.4% 21.4% 13.2% 2.9% 7.3%
SCHX (Schwab U.S. Large-Cap ETF) 15.2% 26.1% -12.9% 0.3% 5.2%
MUB (iShares National Muni Bond ETF) 0.0% 3.3% -0.6% 1.3% 2.3% 3.2%
IVW (iShares S&P 500 Growth ETF) 24.6% 35.1% 11.0% 17.2% 15.0% 16.2%
VNQ (Vanguard Real Estate Index Fund ETF Shares) -4.1% 4.4% -3.3% 2.2% 5.4% 11.2%
XLF (Financial Select Sector SPDR® Fund) 9.5% 24.1% 5.2% 10.7% 11.1% 12.6%
IXUS (iShares Core MSCI Total International Stock ETF) 4.9% 9.4% -0.6% 6.3% 4.0%
QUAL (iShares MSCI USA Quality Factor ETF) 18.7% 31.8% 11.8% 15.8% 13.5%
SCHF (Schwab International Equity ETF) 4.9% 9.6% 1.5% 7.3% 4.5%
IWB (iShares Russell 1000 ETF) 14.8% 25.7% 9.5% 15.0% 12.6% 14.6%
IEF (iShares 7-10 Year Treasury Bond ETF) -0.5% 0.8% -4.0% -1.0% 1.1% 2.6%
DIA (SPDR Dow Jones Industrial Average ETF Trust) 3.8% 14.8% 6.2% 10.4% 11.1% 13.1%
USV (UBS ETRACS CMCI Silver Total Return ETN) - 41.9% 13.5% 12.0% -2.4%
BIL (SPDR® Bloomberg 1-3 Month T-Bill ETF) 2.5% 5.3% 2.9% 2.0% 1.4% 0.9%
IWR (iShares Russell Mid-Cap ETF) 5.0% 14.1% 2.5% 9.7% 9.4% 13.4%
VT (Vanguard Total World Stock Index Fund ETF Shares) 10.8% 18.7% 5.3% 11.3% 8.6% 10.6%
VTEB (Vanguard Tax-Exempt Bond Index Fund ETF Shares) -0.0% 3.5% -0.7% 1.3%
VV (Vanguard Large-Cap Index Fund ETF Shares) 15.4% 25.8% 9.8% 15.4% 12.9% 14.8%
MBB (iShares MBS ETF) 0.0% 2.7% -2.5% -0.5% 0.9% 1.9%
IAU (iShares Gold Trust) 12.9% 19.6% 7.4% 28.0% 13.5% 11.0%
GOVT (iShares U.S. Treasury Bond ETF) -0.0% 2.1% -2.9% -0.5% 0.9%
SHY (iShares 1-3 Year Treasury Bond ETF) 1.1% 4.1% 0.2% 1.0% 1.0% 1.0%
IVE (iShares S&P 500 Value ETF) 6.1% 16.4% 9.4% 12.3% 9.9% 12.6%
VBR (Vanguard Small-Cap Value Index Fund ETF Shares) 2.2% 14.0% 3.3% 9.6% 8.1% 12.4%
JPST (JPMorgan Ultra-Short Income ETF) 2.6% 6.1% 2.9% 2.5%
IGSB (iShares 1-5 Year Investment Grade Corporate Bond ETF) 1.7% 6.2% 0.4% 1.5% 1.7% 1.9%
IUSB (iShares Core Total USD Bond Market ETF) 0.5% 4.4% -2.4% 0.4% 1.6%
SCHB (Schwab U.S. Broad Market ETF) 12.9% 24.6% -14.2% -0.4% 4.6%
VGSH (Vanguard Short-Term Treasury Index Fund ETF Shares) 1.0% 4.0% 0.1% 0.9% 1.0%
SDY (SPDR® S&P Dividend ETF) 3.7% 6.7% 3.7% 8.3% 9.4% 12.4%
TIP (iShares TIPS Bond ETF) 1.1% 2.7% -1.0% 2.2% 1.8% 3.0%
DFAC (Dimensional U.S. Core Equity 2 ETF) 10.0% 21.8% 7.7%
SHV (iShares Short Treasury Bond ETF) 2.3% 5.3% 2.7% 2.0% 1.4% 1.0%
DVY (iShares Select Dividend ETF) 4.8% 10.1% 4.0% 8.4% 8.6% 12.4%
MDY (SPDR® S&P MIDCAP 400 ETF Trust) 6.0% 15.1% 4.1% 10.5% 9.1% 12.9%
SCHG (Schwab U.S. Large-Cap Growth ETF) 21.2% 37.2% -10.3% 4.9% 8.6%
VGK (Vanguard FTSE Europe Index Fund ETF Shares) 6.8% 12.0% 2.8% 8.3% 4.5% 7.4%
SPLG (SPDR® Portfolio S&P 500 ETF) 15.8% 26.2% 10.8% 15.5% 12.4% 13.9%
ACWI (iShares MSCI ACWI ETF) 12.3% 19.7% 5.8% 11.5% 8.8% 10.6%
SPYG (SPDR® Portfolio S&P 500 Growth ETF) 24.6% 35.2% 11.1% 17.4% 15.1% 16.6%
USFR (WisdomTree Floating Rate Treasury Fund) 2.7% 5.5% 3.3% 2.3% 1.5%
VHT (Vanguard Health Care Index Fund ETF Shares) 6.4% 11.8% 4.3% 10.7% 10.8% 14.1%
SPDW (SPDR S&P World ex US) 5.0% 9.4% 0.9% 7.1% 3.4% 5.4%
VMBS (Vanguard Mortgage-Backed Securities Index Fund ETF Shares) 0.3% 3.0% -2.4% -0.4% 1.0%
VOE (Vanguard Mid-Cap Value Index Fund ETF Shares) 4.6% 12.4% 3.8% 9.1% 8.2% 12.8%
SPYV (SPDR® Portfolio S&P 500 Value ETF) 5.7% 15.9% 9.4% 12.4% 9.9% 12.4%
BIV (Vanguard Intermediate-Term Bond Index Fund ETF Shares) 0.2% 3.7% -2.6% 0.4% 1.8% 3.5%
VXF (Vanguard Extended Market Index Fund ETF Shares) 2.4% 14.9% -2.2% 9.0% 8.4% 12.6%
HYG (iShares iBoxx $ High Yield Corporate Bond ETF) 2.2% 9.1% 1.1% 2.9% 3.2% 6.0%
XLI (Industrial Select Sector SPDR® Fund) 8.4% 18.7% 8.0% 12.3% 10.6% 14.3%
VTIP (Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares) 2.1% 5.5% 2.4% 3.3% 2.1%

**YTD: Year to Date

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