ETFs watch

ETF in Asset Classes

The following tables features carefully curated ETFs, designed to provide investors with exposure to various asset classes. These ETFs include a combination of ultra-low-cost index funds and reputable active funds with proven track records, including offerings from institutions like Capital Group.

Investors can pick and choose ETFs from these tables for asset classes to construct a diversified asset allocation portfolio based on MyPlanIQ asset allocation strategies or just lazy portfolios.

See newsletter ETFs In Asset Classes For Portfolio Construction for more description.

US Large Cap Blend ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
SPY (SPDR S&P 500 ETF Trust)	6.3%	25.8%	8.1%	13.3%	12.4%	14.6%
IVV (iShares Core S&P 500 ETF)	6.2%	25.9%	8.1%	13.4%	12.4%	14.6%
VOO (Vanguard S&P 500 ETF)	6.2%	25.9%	8.1%	13.4%	12.5%
OEF (iShares S&P 100 ETF)	7.0%	29.9%	9.4%	14.6%	13.1%	14.7%
VTI (Vanguard Total Stock Market Index Fund ETF Shares)	5.5%	25.6%	6.3%	12.6%	11.8%	14.4%
IWB (iShares Russell 1000 ETF)	5.9%	26.0%	6.9%	12.9%	12.1%	14.5%
VV (Vanguard Large-Cap Index Fund ETF Shares)	6.3%	26.7%	7.4%	13.3%	12.4%	14.7%
SCHX (Schwab U.S. Large-Cap ETF)	6.2%	26.7%	-14.9%	-1.5%	4.7%
RSP (Invesco S&P 500® Equal Weight ETF)	3.3%	15.7%	4.9%	10.4%	10.1%	14.0%
DFAC (Dimensional U.S. Core Equity 2 ETF)	4.9%	23.4%
DFAU (Dimensional US Core Equity Market ETF)	5.8%	25.2%	7.3%
CGUS (Capital Group Core Equity ETF)	7.1%	29.1%

**YTD: Year to Date

US Large Cap Growth ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
QQQ (Invesco QQQ Trust)	3.8%	37.8%	8.4%	18.2%	18.2%	19.5%
VUG (Vanguard Growth Index Fund ETF Shares)	6.0%	36.3%	6.7%	15.9%	14.6%	16.3%
IWF (iShares Russell 1000 Growth ETF)	6.4%	35.5%	8.0%	16.3%	15.3%	16.6%
IVW (iShares S&P 500 Growth ETF)	7.9%	28.9%	5.9%	13.9%	13.9%	15.6%
SPYG (SPDR® Portfolio S&P 500 Growth ETF)	5.8%	24.1%	5.5%	13.8%	13.8%	15.9%
SCHG (Schwab U.S. Large-Cap Growth ETF)	7.2%	40.4%	-13.7%	2.1%	7.7%
CGGR (Capital Group Growth ETF)	6.4%	33.8%

**YTD: Year to Date

US Large Cap Value ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
VTV (Vanguard Value Index Fund ETF Shares)	6.4%	16.5%	8.0%	10.3%	10.1%	13.0%
IVE (iShares S&P 500 Value ETF)	4.6%	20.5%	9.9%	11.5%	10.0%	12.9%
IWD (iShares Russell 1000 Value ETF)	5.3%	16.1%	5.5%	8.9%	8.4%	12.0%
DIA (SPDR Dow Jones Industrial Average ETF Trust)	1.6%	15.9%	5.8%	9.6%	11.1%	13.4%
DFLV (Dimensional ETF Trust - Dimensional US Large Cap Value ETF)	6.2%	16.6%
DFUV (Dimensional US Marketwide Value ETF)	4.7%	16.5%
CGCP (Capital Group Core Plus Income ETF)	-2.0%	1.6%
CGDV (Capital Group Dividend Value ETF)	4.5%	23.6%
VIG (Vanguard Dividend Appreciation Index Fund ETF Shares)	4.0%	16.1%	6.9%	11.4%	11.0%	13.2%
SDY (SPDR® S&P Dividend ETF)	2.9%	6.5%	4.1%	7.9%	9.5%	12.4%
VYM (Vanguard High Dividend Yield Index Fund ETF Shares)	5.9%	14.4%	7.7%	9.4%	9.7%	13.0%
DVY (iShares Select Dividend ETF)	3.4%	7.2%	4.5%	7.6%	8.7%	12.6%
FVD (First Trust Value Line® Dividend Index Fund)	1.3%	3.6%	3.5%	6.7%	8.7%	12.1%

**YTD: Year to Date

Dividend Stock ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
DIA (SPDR Dow Jones Industrial Average ETF Trust)	1.6%	15.9%	5.8%	9.6%	11.1%	13.4%
CGCP (Capital Group Core Plus Income ETF)	-2.0%	1.6%
CGDV (Capital Group Dividend Value ETF)	4.5%	23.6%
VIG (Vanguard Dividend Appreciation Index Fund ETF Shares)	4.0%	16.1%	6.9%	11.4%	11.0%	13.2%
SDY (SPDR® S&P Dividend ETF)	2.9%	6.5%	4.1%	7.9%	9.5%	12.4%
VYM (Vanguard High Dividend Yield Index Fund ETF Shares)	5.9%	14.4%	7.7%	9.4%	9.7%	13.0%
DVY (iShares Select Dividend ETF)	3.4%	7.2%	4.5%	7.6%	8.7%	12.6%
FVD (First Trust Value Line® Dividend Index Fund)	1.3%	3.6%	3.5%	6.7%	8.7%	12.1%
PEY (Invesco High Yield Equity Dividend Achievers ETF)	-3.0%	6.8%	4.1%	6.8%	9.3%	12.7%
PFF (iShares Preferred and Income Securities ETF)	1.2%	6.7%	-1.8%	2.1%	3.3%	7.5%
VNQ (Vanguard Real Estate Index Fund ETF Shares)	-8.6%	2.8%	-2.9%	2.3%	5.2%	10.6%
RWX (SPDR® Dow Jones International Real Estate ETF)	-8.8%	-4.0%	-8.1%	-3.9%	-0.6%	5.3%
VGK (Vanguard FTSE Europe Index Fund ETF Shares)	2.8%	9.0%	3.0%	7.1%	4.4%	8.0%
PID (Invesco International Dividend Achievers ETF)	-1.8%	2.7%	5.2%	6.0%	3.5%	7.8%
IDV (iShares International Select Dividend ETF)	0.4%	7.9%	1.3%	4.0%	2.2%	7.6%

**YTD: Year to Date

US Mid Cap Blend ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
VO (Vanguard Mid-Cap Index Fund ETF Shares)	3.5%	18.1%	2.6%	9.3%	9.5%	13.5%
IJH (iShares Core S&P Mid-Cap ETF)	4.3%	19.8%	3.3%	9.6%	9.5%	13.4%
IWR (iShares Russell Mid-Cap ETF)	3.5%	19.0%	2.4%	9.1%	9.6%	13.6%
VXF (Vanguard Extended Market Index Fund ETF Shares)	1.2%	21.6%	-1.8%	8.2%	8.5%	13.0%
MDY (SPDR® S&P MIDCAP 400 ETF Trust)	4.2%	19.4%	3.1%	9.3%	9.2%	13.1%

**YTD: Year to Date

US Mid Cap Growth ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
IJK (iShares S&P Mid-Cap 400 Growth ETF)	9.7%	24.7%	2.5%	9.7%	9.3%	13.1%
IWP (iShares Russell Mid-Cap Growth ETF)	3.9%	23.4%	0.2%	9.6%	10.6%	14.1%
VOT (Vanguard Mid-Cap Growth Index Fund ETF Shares)	2.7%	20.6%	0.2%	9.5%	10.3%	13.7%

**YTD: Year to Date

US Mid Cap Value ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
IJJ (iShares S&P Mid-Cap 400 Value ETF)	-1.5%	14.4%	3.4%	8.0%	7.7%	11.7%
IWS (iShares Russell Mid-Cap Value ETF)	3.3%	16.7%	3.5%	8.1%	7.8%	12.6%
VOE (Vanguard Mid-Cap Value Index Fund ETF Shares)	4.2%	15.7%	4.8%	8.6%	8.5%	13.0%

**YTD: Year to Date

US Small Cap Blend ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
VB (Vanguard Small-Cap Index Fund ETF Shares)	1.3%	18.7%	0.4%	7.9%	8.4%	13.1%
IJR (iShares Core S&P Small-Cap ETF)	-2.8%	14.9%	-0.4%	7.1%	8.7%	12.9%
IWM (iShares Russell 2000 ETF)	-1.9%	15.1%	-3.3%	5.8%	7.0%	11.4%
IWC (iShares Micro-Cap ETF)	-3.7%	11.7%	-7.7%	4.6%	5.3%	10.4%
SCHA (Schwab U.S. Small-Cap ETF)	-1.9%	15.6%	-22.3%	-7.3%	0.0%
DFAS (Dimensional U.S. Small Cap ETF)	-2.6%	11.6%

**YTD: Year to Date

US Small Cap Growth ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
VBK (Vanguard Small-Cap Growth Index Fund ETF Shares)	0.8%	16.0%	-4.9%	6.2%	8.0%	12.9%
IWO (iShares Russell 2000 Growth ETF)	-0.2%	11.2%	-5.5%	5.2%	7.3%	12.0%
IJT (iShares S&P Small-Cap 600 Growth ETF)	0.1%	19.8%	-0.7%	7.4%	8.9%	13.4%

**YTD: Year to Date

US Small Cap Value ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
VBR (Vanguard Small-Cap Value Index Fund ETF Shares)	1.5%	20.7%	4.1%	8.6%	8.3%	12.8%
IJS (iShares S&P Small-Cap 600 Value ETF)	-5.8%	9.8%	-0.4%	5.9%	6.7%	11.2%
IWN (iShares Russell 2000 Value ETF)	-3.0%	16.4%	-0.6%	5.9%	6.2%	10.6%
DFSV (Dimensional ETF Trust)	-3.0%	14.9%

**YTD: Year to Date

Foreign Large Cap Stocks ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
EFA (iShares MSCI EAFE ETF)	2.6%	9.6%	2.3%	6.2%	4.3%	7.4%
VEA (Vanguard FTSE Developed Markets Index Fund ETF Shares)	2.3%	8.5%	1.9%	6.1%	4.6%	7.6%
SCHF (Schwab International Equity ETF)	2.1%	10.1%	1.8%	6.4%	4.6%
IDV (iShares International Select Dividend ETF)	0.4%	7.9%	1.3%	4.0%	2.2%	7.6%
EFV (iShares MSCI EAFE Value ETF)	2.6%	13.2%	5.2%	5.6%	3.1%	6.2%
PID (Invesco International Dividend Achievers ETF)	-1.8%	2.7%	5.2%	6.0%	3.5%	7.8%
EFG (iShares MSCI EAFE Growth ETF)	2.4%	5.9%	-1.0%	6.1%	5.1%	8.0%
PIZ (Invesco DWA Developed Markets Momentum ETF)	5.6%	12.4%	-1.2%	6.3%	3.8%	8.4%
DFAI (Dimensional International Core Equity Market ETF)	2.6%	10.1%	3.0%
DFIC (Dimensional International Core Equity 2 ETF)	1.0%	7.5%
CGXU (Capital Group International Focus Equity ETF)	6.0%	9.9%

**YTD: Year to Date

Foreign Small/Mid Cap Stocks ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
SCZ (iShares MSCI EAFE Small-Cap ETF)	-1.7%	5.0%	-4.4%	3.4%	4.2%	8.8%
GWX (SPDR® S&P International Small Cap ETF)	-2.0%	4.1%	-4.6%	3.1%	3.3%	7.5%
DLS (WisdomTree International SmallCap Dividend Fund)	-0.3%	7.8%	-1.4%	2.8%	3.3%	8.3%
DIM (WisdomTree International MidCap Dividend Fund)	0.1%	7.0%	-0.0%	2.9%	3.4%	7.1%
DFIS (Dimensional ETF Trust - Dimensional International Small Cap ETF)	-0.3%	5.9%
DISV (Dimensional ETF Trust - Dimensional International Small Cap Value ETF)	2.8%	11.3%

**YTD: Year to Date

Europe Stocks ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
VGK (Vanguard FTSE Europe Index Fund ETF Shares)	2.8%	9.0%	3.0%	7.1%	4.4%	8.0%
EZU (iShares MSCI Eurozone ETF)	4.8%	11.2%	3.1%	7.2%	4.2%	6.9%
IEV (iShares Europe ETF)	3.2%	9.0%	4.0%	7.0%	3.8%	7.4%

**YTD: Year to Date

Emerging Market Diversified Stocks ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
EEM (iShares MSCI Emerging Markets ETF)	1.2%	9.4%	-7.2%	0.8%	2.1%	4.7%
VWO (Vanguard FTSE Emerging Markets Index Fund ETF Shares)	1.9%	10.6%	-4.6%	2.4%	3.1%	5.7%
SCHE (Schwab Emerging Markets Equity ETF)	2.0%	10.6%	-5.0%	2.0%	3.1%
DEM (WisdomTree Emerging Markets High Dividend Fund)	2.5%	17.5%	3.7%	4.8%	3.4%	5.9%
PXH (Invesco FTSE RAFI Emerging Markets ETF)	3.0%	13.9%	-0.1%	2.3%	3.4%	4.7%
PIE (Invesco DWA Emerging Markets Momentum ETF)	5.8%	16.7%	-3.2%	6.1%	3.3%	6.5%
DFAE (Dimensional Emerging Core Equity Market ETF)	1.9%	10.2%	-2.8%
DFEM (Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF)	-0.0%	7.5%
DEHP (Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF)	-0.7%	5.2%
DFSE (Dimensional Emerging Markets Sustainability Core 1 ETF)	-1.0%	7.1%
DFEV (Dimensional ETF Trust - Dimensional Emerging Markets Value ETF)	1.9%	11.2%

**YTD: Year to Date

Emerging Market Small Cap ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
EWX (SPDR® S&P Emerging Markets Small Cap ETF)	-0.7%	15.2%	1.8%	7.2%	4.4%	7.3%
DGS (WisdomTree Emerging Markets SmallCap Dividend Fund)	0.7%	16.5%	2.8%	5.5%	4.5%	7.6%
FRN (Invesco Frontier Markets ETF)	-	9.9%	3.4%	8.5%	-0.6%

**YTD: Year to Date

US Real Estate Invest Trusts (REITs) ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
VNQ (Vanguard Real Estate Index Fund ETF Shares)	-8.6%	2.8%	-2.9%	2.3%	5.2%	10.6%
IYR (iShares U.S. Real Estate ETF)	-8.7%	2.6%	-2.9%	2.0%	5.3%	10.1%
ICF (iShares Cohen & Steers REIT ETF)	-8.3%	1.5%	-2.2%	1.6%	4.4%	9.3%
RWR (SPDR® Dow Jones REIT ETF)	-7.2%	4.8%	-1.1%	1.3%	4.6%	10.1%
XLRE (The Real Estate Select Sector SPDR Fund)	-7.9%	2.3%	-1.3%	4.0%

**YTD: Year to Date

International Real Estate Invest Trusts (REITs) ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
RWX (SPDR® Dow Jones International Real Estate ETF)	-8.8%	-4.0%	-8.1%	-3.9%	-0.6%	5.3%
IFGL (iShares International Developed Real Estate ETF)	-7.2%	-1.9%	-9.2%	-4.2%	-0.4%	4.6%
RWO (SPDR® Dow Jones Global Real Estate ETF)	-7.4%	2.4%	-3.6%	-0.6%	2.4%	7.7%
WPS (iShares International Developed Property ETF)	-6.1%	1.4%	-8.3%	-3.1%	0.5%	5.6%
DRW (WisdomTree Global ex-US Real Estate Fund)	-2.9%	-0.7%	-8.0%	-6.5%	0.9%	5.6%

**YTD: Year to Date

Broadbase Commodities ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
GCC (WisdomTree Continuous Commodity Index Fund)	15.2%	14.2%	8.6%	8.7%	-0.5%	1.4%
DJP (iPath® Bloomberg Commodity Index Total Return(SM) ETN)	7.1%	3.7%	8.8%	7.4%	-2.1%	-0.2%
GSG (iShares S&P GSCI Commodity-Indexed Trust)	13.2%	13.5%	15.5%	6.4%	-3.8%	-0.7%
DBC (Invesco DB Commodity Index Tracking Fund)	7.3%	4.8%	12.2%	9.3%	-0.3%	1.6%
USCI (United States Commodity Index Fund LP)	12.3%	15.4%	18.1%	10.3%	0.5%

**YTD: Year to Date

US Total Bond Market ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
BND (Vanguard Total Bond Market Index Fund ETF Shares)	-3.2%	-1.8%	-3.7%	-0.2%	1.2%	2.3%
AGG (iShares Core U.S. Aggregate Bond ETF)	-3.3%	-1.8%	-3.6%	-0.2%	1.2%	2.3%
IUSB (iShares Core Total USD Bond Market ETF)	-2.9%	-0.7%	-3.3%	0.1%
SCHZ (Schwab U.S. Aggregate Bond ETF)	-3.3%	-1.9%	-3.7%	-0.2%	1.1%
SPAB (SPDR® Portfolio Aggregate Bond ETF)	-3.1%	-0.3%	-3.5%	-0.1%	0.7%	1.4%
DFCF (Dimensional ETF Trust)	-2.0%	1.7%
FLCB (Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF)	-3.1%	-0.3%	-3.7%
AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund)	-2.7%	1.5%	-3.5%	-0.2%
EUSB (iShares Trust - iShares ESG Advanced Total USD Bond Market ETF)	-2.7%	0.5%	-3.2%
GCOR (Goldman Sachs Access U.S. Aggregate Bond ETF)	-3.3%	-0.4%	-3.9%

**YTD: Year to Date

US Total Return Bonds ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR
BOND (PIMCO Active Bond Exchange-Traded Fund)	-2.1%	1.4%	-3.3%	0.2%	1.7%
TOTL (SPDR® DoubleLine Total Return Tactical ETF)	-1.6%	0.5%	-2.8%	-0.4%
FBND (Fidelity® Total Bond ETF)	-3.0%	-0.4%	-2.7%	0.8%
HTRB (Hartford Total Return Bond ETF)	-2.3%	0.8%	-3.5%	0.4%
GTO (Invesco Total Return Bond ETF)	-2.4%	0.1%	-3.8%	0.8%
CGCP (Capital Group Core Plus Income ETF)	-2.0%	1.6%
CGMS (Capital Group U.S. Multi-Sector Income ETF)	0.3%	7.5%
BKAG (BNY Mellon Core Bond ETF)	-3.4%	-1.8%	-3.7%
STOT (SPDR® DoubleLine Short Duration Total Return Tactical ETF)	0.9%	5.1%	1.1%	1.7%
PTRB (PGIM ETF Trust - PGIM Total Return Bond ETF)	-2.6%	0.5%

**YTD: Year to Date

Ultra Short Term Bond ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
BIL (SPDR® Bloomberg 1-3 Month T-Bill ETF)	1.7%	5.3%	2.6%	1.9%	1.3%	0.9%
USFR (WisdomTree Floating Rate Treasury Fund)	1.9%	5.6%	3.0%	2.5%	1.8%
TFLO (iShares Treasury Floating Rate Bond ETF)	1.8%	5.5%	2.9%	2.1%	1.5%
SGOV (iShares® 0-3 Month Treasury Bond ETF)	1.7%	5.4%	2.8%
SHV (iShares Short Treasury Bond ETF)	1.6%	5.2%	2.5%	1.9%	1.3%	0.9%
GBIL (Goldman Sachs Access Treasury 0-1 Year ETF)	1.5%	5.1%	2.4%	1.9%
BILS (SPDR Series Trust - SPDR Bloomberg Barclays 3-12 Month T-Bill ETF)	1.5%	5.1%	2.4%
GSY (Invesco Ultra Short Duration ETF)	1.6%	5.9%	2.5%	2.6%	2.2%	1.7%
CLTL (Invesco Exchange-Traded Fund Trust II - Invesco Treasury Collateral ETF)	0.4%	5.0%	2.1%	1.9%
ULST (SPDR® SSgA Ultra Short Term Bond ETF)	1.2%	5.3%	2.6%	2.3%	1.8%
ICSH (iShares Ultra Short-Term Bond ETF)	1.6%	5.6%	2.7%	2.4%	1.8%
NEAR (iShares Short Maturity Bond ETF)	0.2%	5.8%	2.7%	2.3%	1.9%
MINT (PIMCO Enhanced Short Maturity Active Exchange-Traded Fund)	2.0%	6.6%	2.4%	2.1%	1.8%
JPST (JPMorgan Ultra-Short Income ETF)	1.6%	5.4%	2.6%	2.4%

**YTD: Year to Date

Short Term Bond ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
BSV (Vanguard Short-Term Bond Index Fund ETF Shares)	-0.7%	1.6%	-0.8%	1.0%	0.8%	0.6%
SHY (iShares 1-3 Year Treasury Bond ETF)	-0.1%	1.9%	-0.2%	0.9%	0.9%	0.9%
VGSH (Vanguard Short-Term Treasury Index Fund ETF Shares)	-0.1%	2.0%	-0.2%	1.0%	0.9%
SCHO (Schwab Short-Term U.S. Treasury ETF)	-0.1%	2.0%	-0.1%	1.0%	0.9%
STIP (iShares 0-5 Year TIPS Bond ETF)	0.7%	2.5%	2.0%	3.1%	1.9%
SPSB (SPDR Barclays Short Term Corporate Bond)	0.4%	4.5%	0.7%	1.9%
FLOT (iShares Floating Rate Bond ETF)	2.4%	7.5%	3.4%	2.7%	2.0%
SPTS (SPDR Barclays Short Term Treasury)	-0.1%	2.7%	-0.1%	1.1%	0.7%
DFSD (Dimensional ETF Trust)	0.4%	5.0%
FLTR (VanEck Investment Grade Floating Rate ETF)	2.9%	8.7%	3.7%	3.2%	2.4%
LDUR (PIMCO Enhanced Low Duration Active Exchange-Traded Fund)	0.6%	5.0%	0.3%	1.7%	1.9%

**YTD: Year to Date

Short Term Investment Grade Corporate Bond ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
VCSH (Vanguard Short-Term Corporate Bond Index Fund ETF Shares)	-0.2%	3.4%	-0.2%	1.7%	1.9%
SLQD (iShares 0-5 Year Investment Grade Corporate Bond ETF)	0.1%	3.7%	0.4%	1.8%	1.8%
IGSB (iShares 1-5 Year Investment Grade Corporate Bond ETF)	-0.0%	4.0%	-0.0%	1.4%	1.5%	2.0%

**YTD: Year to Date

Intermediate-Term Bond ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
VCIT (Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares)	-2.7%	1.0%	-2.7%	1.1%	2.4%
IEF (iShares 7-10 Year Treasury Bond ETF)	-4.6%	-5.9%	-5.3%	-1.1%	0.8%	1.9%
BIV (Vanguard Intermediate-Term Bond Index Fund ETF Shares)	-3.3%	-2.1%	-3.6%	0.3%	1.6%	3.2%
VGIT (Vanguard Intermediate-Term Treasury Index Fund ETF Shares)	-2.6%	-0.9%	-3.4%	-0.1%	0.9%
IEI (iShares 3-7 Year Treasury Bond ETF)	-2.2%	-0.7%	-2.9%	0.1%	1.0%	1.6%
SCHR (Schwab Intermediate-Term U.S. Treasury ETF)	-2.8%	-2.5%	-3.4%	-0.1%	0.9%
SPIB (SPDR Barclays Intermediate Term Corporate Bond)	-1.2%	3.4%	-1.3%	1.5%	1.2%	1.6%
SCHI (Schwab 5-10 Year Corporate Bond ETF)	-2.6%	2.3%	-2.6%
SPTI (SPDR Portfolio Intermediate Term Treasury)	-2.6%	-0.8%	-3.2%	-0.0%	0.8%	1.3%
FTSL (First Trust Senior Loan Fund)	2.5%	10.2%	4.5%	4.2%	3.7%
TDTT (FlexShares iBoxx 3-Year Target Duration TIPS Index Fund)	0.1%	1.2%	1.1%	3.0%	1.7%
TIPX (SPDR® Bloomberg 1-10 Year TIPS ETF)	-0.5%	1.2%	0.2%	2.7%	1.9%

**YTD: Year to Date

Intermediate-Term Investment Grade Coroporate Bond ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
IGIB (iShares 5-10 Year Investment Grade Corporate Bond ETF)	-2.6%	1.3%	-2.6%	1.3%	2.1%	3.5%
CORP (PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund)	-3.0%	1.6%	-2.6%	1.4%	2.3%

**YTD: Year to Date

Long-Term Bond ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
VCLT (Vanguard Long-Term Corporate Bond Index Fund ETF Shares)	-6.4%	-2.1%	-6.7%	-0.2%	2.4%
BLV (Vanguard Long-Term Bond Index Fund ETF Shares)	-7.1%	-5.0%	-8.2%	-1.5%	1.3%	3.8%
SPLB (SPDR Barclays Long Term Corporate Bond)	-6.1%	-0.6%	-6.4%	-0.2%	6.0%	7.0%
ILTB (iShares Core 10+ Year USD Bond ETF)	-6.5%	-3.6%	-7.8%	-1.0%	1.6%

**YTD: Year to Date

Long-Term Government Bond ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
TLT (iShares 20+ Year Treasury Bond ETF)	-10.4%	-14.9%	-12.1%	-4.5%	0.1%	1.9%
TLH (iShares 10-20 Year Treasury Bond ETF)	-8.0%	-10.8%	-9.3%	-3.6%	-0.2%	1.6%
IEF (iShares 7-10 Year Treasury Bond ETF)	-4.6%	-5.9%	-5.3%	-1.1%	0.8%	1.9%
SPTL (SPDR Barclays Long Term Treasury)	-8.1%	-9.7%	-10.5%	-3.4%	0.1%	1.3%
VGLT (Vanguard Long-Term Treasury Index Fund ETF Shares)	-9.4%	-13.2%	-11.1%	-3.8%	0.3%
EDV (Vanguard Extended Duration Treasury Index Fund ETF Shares)	-14.7%	-21.3%	-16.9%	-6.7%	-0.4%	1.9%
ZROZ (PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund)	-17.4%	-24.1%	-18.1%	-7.3%	-0.8%
LTPZ (PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund)	-7.3%	-12.9%	-9.9%	-1.1%	1.2%
DFIP (Dimensional ETF Trust)	-1.6%	-0.8%
GNMA (iShares GNMA Bond ETF)	-3.8%	-1.9%	-3.6%	-0.9%	0.5%

**YTD: Year to Date

High Yield Corporate Bond ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR
HYG (iShares iBoxx $ High Yield Corporate Bond ETF)	0.3%	8.0%	0.7%	2.6%	3.2%	6.3%
USHY (iShares Broad USD High Yield Corporate Bond ETF)	0.9%	9.1%	1.6%	3.4%
JNK (SPDR® Bloomberg High Yield Bond ETF)	0.3%	8.3%	0.5%	2.5%	2.9%	6.6%
SHYG (iShares 0-5 Year High Yield Corporate Bond ETF)	1.4%	8.7%	3.0%	3.6%	3.6%
SRLN (SPDR Blackstone Senior Loan ETF)	2.2%	10.6%	3.6%	3.9%	3.4%
BKLN (Invesco Senior Loan ETF)	2.0%	10.5%	4.4%	3.6%	3.1%
HYLB (Xtrackers USD High Yield Corporate Bond ETF)	-0.3%	7.8%	0.8%	2.7%
SJNK (SPDR® Bloomberg Short Term High Yield Bond ETF)	1.0%	8.6%	2.9%	4.0%	3.4%
ANGL (VanEck Fallen Angel High Yield Bond ETF)	-0.4%	7.8%	0.5%	4.5%	5.7%
FTSL (First Trust Senior Loan Fund)	2.5%	10.2%	4.5%	4.2%	3.7%
FALN (iShares Fallen Angels USD Bond ETF)	0.4%	9.8%	0.8%	4.8%
HYLS (First Trust Tactical High Yield ETF)	-1.1%	7.8%	-0.0%	2.3%	3.0%
SPHY (SPDR Portfolio High Yield Bond)	0.1%	8.8%	1.6%	3.8%	4.0%
HYGV (FlexShares® High Yield Value-Scored Bond Index Fund)	0.2%	8.6%	0.3%	3.3%
HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund)	1.0%	10.1%	3.4%	3.7%	3.6%
HYEM (VanEck Emerging Markets High Yield Bond ETF)	3.3%	9.8%	-1.6%	1.7%	3.0%
PHB (Invesco Fundamental High Yield® Corporate Bond ETF)	-0.4%	7.1%	1.1%	3.0%	3.3%	5.9%

**YTD: Year to Date

Active ETFs

Ticker/Portfolio Name	YTD Return**	1Yr AR	3Yr AR	5Yr AR	10Yr AR
JEPI (JPMorgan Equity Premium Income ETF)	2.5%	9.0%	7.2%
ARKK (ARK Innovation ETF)	-16.2%	19.2%	-28.4%	-1.3%
PDBC (Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF)	6.8%	3.0%	12.4%	9.0%
DIVO (Amplify CWP Enhanced Dividend Income ETF)	5.1%	9.9%	7.3%	11.1%
GMOM (Cambria Global Momentum ETF)	4.1%	5.9%	2.5%	5.5%
FTGC (First Trust Global Tactical Commodity Strategy Fund)	9.5%	5.8%	11.5%	9.9%	-1.2%
ARKG (ARK Genomic Revolution ETF)	-26.9%	-21.6%	-35.1%	-5.1%
ARKW (ARK Next Generation Internet ETF)	0.6%	53.5%	-20.2%	7.9%
SECT (Main Sector Rotation ETF)	3.6%	21.4%	7.4%	12.1%
ARKQ (ARK Autonomous Technology & Robotics ETF)	-11.5%	9.2%	-15.2%	8.0%
RPAR (RPAR Risk Parity ETF)	-2.7%	-2.6%	-4.7%
ARKF (ARK Fintech Innovation ETF)	-0.8%	56.6%	-19.9%	4.3%

**YTD: Year to Date

ETF Watches

Major ETFs in each asset class
Interesting ETFs to watch

Click for ETF watch

Excellent Mutual Funds

Managed by smart managers with long term track records

Click for smart manager funds

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...



Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.



Retirement Calculator

See how much you can save for retirement.



Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.



Investment Calculator

Grow your wealth and see the power of compounding

Looking for a (forgotten) 401(k)?

Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...

Browse List of Retirement Plans

Example Plans with Investment Model Portfolios