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) 4.5% 24.0% 9.9% 14.3% 12.5% 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%
OEF (iShares S&P 100) 5.4% 30.6% 10.9% 15.9% 13.2% 15.4%
VTI (Vanguard Total Stock Market ETF) 4.1% 22.5% 7.9% 13.5% 11.9% 15.4%
IWB (iShares Russell 1000) 4.3% 23.4% 8.6% 13.9% 12.2% 15.4%
VV (Vanguard Large-Cap ETF) 4.6% 24.8% 9.0% 14.3% 12.5% 15.5%
SCHX (Schwab US Large-Cap ETF) 4.5% 24.1% -13.6% -0.6% 4.8%
RSP (Guggenheim S&P 500 Equal Weight ETF) 1.2% 7.8% 7.6% 10.9% 10.2% 15.4%
DFAC (DFA US Core Equity 2 ETF) 2.9% 17.1%
DFAU (DFA US Core Equity Market ETF) 3.8% 20.9% 8.9%
CGUS (Capital Group Core Equity ETF) 4.6% 26.6%

**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 (PowerShares QQQ ETF) 4.3% 42.2% 9.3% 20.8% 18.0% 20.8%
VUG (Vanguard Growth ETF) 6.1% 38.4% 8.0% 17.8% 14.6% 17.1%
IWF (iShares Russell 1000 Growth) 6.3% 37.1% 9.2% 18.0% 15.3% 17.5%
IVW (iShares S&P 500 Growth) 6.8% 30.6% 7.3% 15.3% 13.9% 16.3%
SPYG (SPDR® S&P 500 Growth ETF) 6.8% 31.2% 7.5% 15.5% 14.0% 16.8%
SCHG (Schwab US Large-Cap Growth ETF) 7.6% 44.0% -12.7% 3.6% 7.8%
CGGR (Capital Group Growth ETF) 6.6% 34.8%

**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 ETF) 2.7% 10.9% 10.0% 10.4% 10.2% 13.8%
IVE (iShares S&P 500 Value) 1.8% 16.7% 12.0% 12.0% 10.2% 13.9%
IWD (iShares Russell 1000 Value) 1.9% 9.3% 7.4% 9.1% 8.6% 12.8%
DIA (SPDR Dow Jones Industrial Average ETF) 2.6% 17.1% 9.0% 10.5% 11.5% 14.2%
DFLV (Dimensional ETF Trust - Dimensional US Large Cap Value ETF) 2.4% 9.2%
DFUV (Dimensional US Marketwide Value ETF) 2.5% 10.4%
CGCP (Capital Group Core Plus Income ETF) -0.9% 6.5%
CGDV (Capital Group Dividend Value ETF) 2.2% 25.4%
VIG (Vanguard Dividend Appreciation ETF) 2.9% 15.5% 9.3% 12.3% 11.3% 13.8%
SDY (SPDR S&P Dividend ETF) -0.6% -0.0% 7.1% 8.1% 9.7% 13.7%
VYM (Vanguard High Dividend Yield ETF) 2.1% 8.4% 9.6% 9.7% 9.9% 13.9%
DVY (iShares Select Dividend) -1.6% -2.6% 7.5% 7.7% 8.8% 13.3%
FVD (First Trust Value Line Dividend ETF) 0.0% 3.2% 6.8% 7.5% 9.1% 12.9%

**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 ETF) 0.9% 8.1% 3.5% 10.0% 9.4% 14.6%
IJH (iShares Core S&P Mid-Cap) 1.2% 7.5% 5.3% 9.7% 9.3% 14.4%
IWR (iShares Russell Mid-Cap) 2.0% 9.9% 3.9% 9.9% 9.7% 14.8%
VXF (Vanguard Extended Market ETF) 2.1% 14.5% -2.1% 9.1% 8.7% 14.3%
MDY (SPDR S&P MidCap 400 ETF) 1.8% 7.8% 5.1% 9.7% 9.2% 14.2%

**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) 5.5% 14.4% 2.7% 9.7% 8.8% 13.9%
IWP (iShares Russell Mid-Cap Growth) 4.0% 17.3% 0.1% 11.0% 10.6% 15.4%
VOT (Vanguard Mid-Cap Growth ETF) 2.2% 13.2% 0.1% 10.9% 10.2% 14.8%

**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) -1.9% 1.8% 7.6% 8.6% 8.1% 12.9%
IWS (iShares Russell Mid-Cap Value) 0.7% 5.7% 5.8% 8.4% 8.0% 13.8%
VOE (Vanguard Mid-Cap Value ETF) 0.4% 4.2% 6.9% 8.8% 8.6% 14.2%

**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 ETF) 0.5% 8.0% 1.5% 8.5% 8.5% 14.5%
IJR (iShares Core S&P Small-Cap) -1.8% 3.1% 1.7% 7.5% 9.1% 14.1%
IWM (iShares Russell 2000) -0.9% 5.2% -2.5% 6.4% 7.2% 12.7%
IWC (iShares Micro-Cap) 1.1% 1.1% -7.2% 5.5% 5.7% 11.8%
SCHA (Schwab US Small-Cap ETF) -0.0% 7.0% -21.3% -6.5% 0.4%
DFAS (Dimensional U.S. Small Cap ETF) 0.0% 6.5%

**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 ETF) 3.0% 11.3% -5.3% 7.5% 8.1% 14.3%
IWO (iShares Russell 2000 Growth) 2.9% 10.1% -7.0% 6.3% 7.5% 13.1%
IJT (iShares S&P Small-Cap 600 Growth) 1.0% 9.0% -0.5% 7.6% 9.2% 14.6%

**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 ETF) 0.2% 7.1% 6.9% 8.8% 8.6% 14.2%
IJS (iShares S&P Small-Cap 600 Value) -2.8% -1.3% 3.9% 6.7% 7.4% 12.6%
IWN (iShares Russell 2000 Value) -1.9% 2.8% 2.2% 6.4% 6.7% 11.8%
DFSV (Dimensional ETF Trust) -1.9% 5.0%

**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) 1.4% 12.6% 3.4% 7.1% 4.5% 8.4%
VEA (Vanguard FTSE Developed Markets ETF) 0.7% 11.7% 2.7% 7.0% 4.8% 8.6%
SCHF (Schwab International Equity ETF) 0.6% 12.8% 3.0% 7.3% 4.8%
IDV (iShares International Select Dividend) -1.3% 5.4% 3.1% 4.5% 2.6% 9.3%
EFV (iShares MSCI EAFE Value) -0.7% 14.1% 6.9% 6.3% 3.4% 7.7%
PID (PowerShares Intl Div Achiev ETF) -1.2% 7.2% 7.5% 7.4% 4.1% 9.3%
EFG (iShares MSCI EAFE Growth) 3.4% 13.9% 0.6% 7.8% 5.5% 8.9%
PIZ (PowerShares DWA Developed Mkts Mom ETF) 3.7% 13.6% -0.7% 7.2% 3.6% 9.2%
DFAI (DFA International Core Equity Market ETF) 0.4% 10.3% 3.6%
DFIC (Dimensional International Core Equity 2 ETF) -0.3% 8.9%
CGXU (Capital Group International Focus Equity ETF) 2.6% 9.7%

**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) -2.0% 5.5% -2.7% 4.5% 4.5% 10.2%
GWX (SPDR S&P International Small Cap ETF) -2.6% 3.2% -3.3% 3.5% 3.5% 8.7%
DLS (WisdomTree International SmallCp Div ETF) -1.3% 7.9% 0.7% 3.6% 3.5% 9.4%
DIM (WisdomTree International MidCap Div ETF) -0.9% 9.3% 1.4% 3.7% 3.7% 8.4%
DFIS (Dimensional ETF Trust - Dimensional International Small Cap ETF) -1.7% 6.0%
DISV (Dimensional ETF Trust - Dimensional International Small Cap Value ETF) -2.0% 9.1%

**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 ETF) -0.2% 10.1% 4.1% 7.7% 4.4% 8.9%
EZU (iShares MSCI EMU) 1.3% 11.5% 4.7% 7.9% 4.2% 8.0%
IEV (iShares Europe) 0.2% 10.7% 5.0% 7.7% 3.8% 8.3%

**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) -0.2% 4.8% -8.9% 1.7% 2.5% 6.6%
VWO (Vanguard FTSE Emerging Markets ETF) 0.2% 3.9% -6.9% 3.3% 3.5% 7.5%
SCHE (Schwab Emerging Markets Equity ETF) -0.4% 6.6% -6.6% 3.3% 3.7%
DEM (WisdomTree Emerging Markets Eq Inc ETF) 1.7% 17.4% 5.6% 5.4% 3.6% 7.6%
PXH (PowerShares FTSE RAFI Emerging Mkts ETF) 0.6% 9.4% -1.0% 2.4% 3.7% 6.6%
PIE (PowerShares DWA Emerging Markets Mom ETF) 2.1% 11.7% -6.3% 6.3% 3.3% 8.1%
DFAE (DFA Emerging Core Equity Market ETF) 0.3% 7.3% -4.4%
DFEM (Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF) -0.0% 8.2%
DEHP (Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF) -0.2% 4.8%
DFSE (Dimensional Emerging Markets Sustainability Core 1 ETF) -0.4% 8.1%
DFEV (Dimensional ETF Trust - Dimensional Emerging Markets Value ETF) 0.8% 12.5%

**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) -1.9% 12.9% 3.6% 8.0% 4.9% 9.5%
DGS (WisdomTree Emerging Markets SmCp Div ETF) -0.5% 14.5% 4.6% 6.4% 5.0% 9.5%
FRN (Guggenheim 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 REIT ETF) -4.7% -0.6% 2.3% 3.8% 6.2% 12.7%
IYR (iShares US Real Estate) -4.9% -0.8% 2.4% 3.5% 6.2% 12.0%
ICF (iShares Cohen & Steers REIT) -4.2% -0.8% 3.2% 3.1% 5.4% 11.3%
RWR (SPDR Dow Jones REIT ETF) -3.2% 1.9% 4.4% 2.6% 5.7% 12.2%
XLRE (Real Estate Select Sector SPDR) -4.4% 0.7% 4.0% 5.5%

**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 RelEst ETF) -7.5% -4.3% -6.0% -3.2% -0.0% 6.7%
IFGL (iShares International Dev Rel Est) -6.8% -4.8% -7.4% -3.7% -0.1% 6.1%
RWO (SPDR Dow Jones Global Real Estate ETF) -4.2% -0.0% 0.5% 0.7% 3.4% 9.8%
WPS (iShares International Developed Property) -5.9% -1.9% -6.4% -2.7% 0.8% 7.3%
DRW (WisdomTree Global ex-US Real Estate ETF) -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 (GreenHaven Continuous Commodity ETF) 1.3% 0.4% 6.3% 6.1% -1.0% 1.1%
DJP (iPath DJ-UBS Cmdty TR ETN) -2.3% -7.4% 7.0% 5.6% -2.5% -0.3%
GSG (iShares S&P GSCI Commodity-Indexed Trust) 5.2% 2.8% 14.5% 6.2% -4.2% -0.4%
DBC (PowerShares DB Commodity Tracking ETF) -0.6% 0.6% 13.6% 9.2% -0.3% 2.0%
USCI (United States Commodity ETF) 1.8% 5.6% 16.9% 7.9% -0.0%

**YTD: Year to Date

US Total Bond Market ETFs

**YTD: Year to Date

US Total Return Bonds ETFs

Ticker/Portfolio Name YTD
Return**
1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR
BOND (PIMCO Total Return Active ETF) -0.9% 4.3% -3.1% 0.8% 1.9%
TOTL (SPDR® DoubleLine Total Return Tact ETF) -0.7% 4.1% -2.3% 0.3%
FBND (Fidelity Total Bond ETF) -1.3% 4.9% -2.2% 1.7%
HTRB (Hartford Total Return Bond ETF) -1.0% 5.1% -3.0% 1.2%
GTO (Invesco Total Return Bond ETF) -0.9% 3.1% -3.3% 1.6%
CGCP (Capital Group Core Plus Income ETF) -0.9% 6.5%
CGMS (Capital Group US Multi-Sector Income ETF) 0.4% 11.5%
BKAG (BNY Mellon Core Bond ETF) -2.3% 2.9% -3.4%
STOT (SPDR DoubleLine Short Duration Total Return Tactical ETF) 0.9% 7.2% 1.3% 2.1%
PTRB (PGIM Total Return Bond) -0.7% 6.0%

**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 Barclays 1-3 Month T-Bill ETF) 1.2% 5.6% 2.5% 1.9% 1.3% 0.8%
USFR (WisdomTree Floating Rate Treasury Fund) 1.3% 6.4% 3.0% 2.7% 1.8%
TFLO (iShares Treasury Floating Rate Bond ETF) 1.3% 6.8% 3.1% 2.3% 1.5%
SGOV (iShares 0-3 Month Treasury Bond ETF) 1.2% 6.7% 2.9%
SHV (iShares Short Treasury Bond) 1.1% 6.6% 2.6% 2.2% 1.4% 1.0%
GBIL (Goldman Sachs Access Treasury 0-1 Year ETF) 1.0% 6.5% 2.6% 2.1%
BILS (SPDR Series Trust - SPDR Bloomberg Barclays 3-12 Month T-Bill ETF) 1.1% 6.5% 2.6%
GSY (Guggenheim Enhanced Short Dur ETF) 1.2% 7.2% 2.6% 2.8% 2.3% 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) 1.4% 7.3% 2.9% 2.6% 1.9%
ICSH (iShares Ultra Short-Term Bond ETF) 2.1% 9.0% 3.5% 3.0% 2.0%
NEAR (iShares Short Maturity Bond ETF) 0.7% 9.6% 3.6% 3.0% 2.1%
MINT (PIMCO Enhanced Short Maturity Active ETF) 1.4% 6.5% 2.1% 2.1% 1.8%
JPST (JPMorgan Ultra-Short Income ETF) 1.2% 6.7% 2.8% 2.7%

**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 ETF) -0.1% 5.1% -0.5% 1.5% 0.9% 0.7%
SHY (iShares 1-3 Year Treasury Bond) 0.2% 4.9% 0.1% 1.3% 1.0% 1.0%
VGSH (Vanguard Short-Term Government Bond ETF) 0.1% 5.0% 0.1% 1.3% 1.0%
SCHO (Schwab Short-Term US Treasury ETF) 0.2% 5.1% 0.2% 1.4% 1.0%
STIP (iShares 0-5 Year TIPS Bond) 0.0% 4.4% 2.2% 3.3% 1.9%
SPSB (SPDR Barclays Short Term Corporate Bond) 0.5% 6.4% 1.0% 2.2%
FLOT (iShares Floating Rate Bond) 1.6% 9.0% 3.9% 3.1% 2.2%
SPTS (SPDR Barclays Short Term Treasury) 0.2% 5.1% 0.2% 1.4% 0.8%
DFSD (Dimensional ETF Trust) 0.1% 6.2%
FLTR (Market Vectors® Investment Grd Fl Rt ETF) 2.1% 8.7% 3.8% 3.5% 2.5%
LDUR (PIMCO Enhanced Low Duration Active Exchange-Traded Fund) 1.1% 6.8% 0.6% 2.0% 2.0%

**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 ETF) 0.3% 6.4% 0.1% 2.2% 2.0%
SLQD (iShares 0-5 Year Investment Grade Corp Bond) 0.2% 6.3% 0.5% 2.2% 1.9%
IGSB (iShares Short Term Corp Bond) 0.3% 6.6% 0.2% 1.9% 1.6% 2.1%

**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 Corp Bd ETF) -1.0% 7.4% -2.3% 2.3% 2.9%
IEF (iShares 7-10 Year Treasury Bond) -2.1% 1.4% -5.0% -0.2% 1.2% 2.1%
BIV (Vanguard Intermediate-Term Bond ETF) -1.3% 4.4% -3.3% 1.2% 1.9% 3.4%
VGIT (Vanguard Intermediate-Term Govt Bd ETF) -1.3% 3.3% -3.2% 0.4% 1.1%
IEI (iShares 3-7 Year Treasury Bond) -0.9% 3.7% -2.6% 0.7% 1.1% 1.7%
SCHR (Schwab Intermediate-Term US Trs ETF) -1.3% 3.3% -3.0% 0.6% 1.2%
SPIB (SPDR Barclays Intermediate Term Corporate Bond) -0.4% 6.5% -1.1% 2.2% 1.4%
SCHI (Schwab 5-10 Year Corporate Bond ETF) -1.1% 7.2% -2.4%
SPTI (SPDR Portfolio Intermediate Term Treasury) -1.3% 3.4% -3.0% 0.6% 1.0% 1.5%
FTSL (First Trust Senior Loan Fund) 1.5% 10.4% 4.4% 4.6% 3.7%
TDTT (FlexShares iBoxx 3Yr Target Dur TIPS ETF) -0.3% 4.0% 1.4% 3.3% 1.7%
TIPX (SPDR® Bloomberg 1-10 Year TIPS ETF) -0.8% 3.4% 0.3% 3.0% 2.0%

**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 Intermediate Term Corp) -0.9% 7.2% -2.3% 1.9% 2.3% 3.6%
CORP (PIMCO Investment Grade Corporate Bd ETF) -1.2% 6.6% -2.4% 2.4% 2.6%

**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 ETF) -3.4% 5.8% -5.9% 1.3% 3.2%
BLV (Vanguard Long-Term Bond ETF) -4.0% 1.6% -8.1% -0.2% 2.1% 4.2%
SPLB (SPDR Barclays Long Term Corporate Bond) -3.4% 5.9% -6.1% 1.2% 6.8%
ILTB (iShares Core Long-Term USD Bond) -4.0% 2.3% -7.6% 0.1% 2.3%

**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) -5.5% -4.5% -11.5% -3.0% 1.1% 2.1%
TLH (iShares 10-20 Year Treasury Bond) -4.1% -1.5% -8.9% -2.3% 0.5% 1.9%
IEF (iShares 7-10 Year Treasury Bond) -2.1% 1.4% -5.0% -0.2% 1.2% 2.1%
SPTL (SPDR Barclays Long Term Treasury) -5.1% -3.3% -10.5% -2.4% 0.8% 1.5%
VGLT (Vanguard Long-Term Government Bond ETF) -5.1% -3.4% -10.4% -2.4% 1.3%
EDV (Vanguard Extended Duration Treasury ETF) -8.5% -8.7% -15.8% -4.8% 1.2% 2.0%
ZROZ (PIMCO 25+ Year Zero Coupon U.S. Trs ETF) -10.1% -11.0% -16.6% -5.3% 1.0%
LTPZ (PIMCO 15+ Year U.S. TIPS ETF) -3.9% -4.7% -9.3% 0.4% 2.2%
DFIP (Dimensional ETF Trust) -1.3% 2.1%
GNMA (iShares Core GNMA Bond) -1.9% 2.8% -2.8% -0.2% 0.8%

**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 Bd) 0.6% 11.7% 1.3% 3.3% 3.4% 6.9%
USHY (iShares Broad USD High Yield Corporate Bond ETF) 0.8% 14.1% 2.4% 4.5%
JNK (SPDR Barclays High Yield Bond ETF) 0.7% 12.6% 1.2% 3.4% 3.2% 7.5%
SHYG (iShares 0-5 Year High Yield Corp Bond) 1.0% 11.3% 3.6% 4.0% 3.7%
SRLN (SPDR Blackstone Senior Loan ETF) 1.4% 11.5% 4.0% 4.5% 3.5%
BKLN (PowerShares Senior Loan ETF) 1.2% 10.8% 4.3% 4.0% 3.0%
HYLB (Xtrackers USD High Yield Corporate Bond ETF) -0.7% 10.8% 1.1% 3.4%
SJNK (SPDR® Barclays Short Term Hi Yld Bd ETF) 0.9% 11.7% 3.7% 4.6% 3.6%
ANGL (Market Vectors® FallenAngel HiYld Bd ETF) 0.7% 12.4% 1.0% 5.5% 6.2%
FTSL (First Trust Senior Loan Fund) 1.5% 10.4% 4.4% 4.6% 3.7%
FALN (iShares Fallen Angels USD Bond ETF) 1.2% 13.7% 1.4% 5.9%
HYLS (First Trust Tactical High Yield ETF) -0.1% 11.0% 0.6% 3.2% 3.3%
SPHY (SPDR Portfolio High Yield Bond) 1.0% 13.2% 2.5% 4.9% 4.4%
HYGV (FlexShares® High Yield Value-Scored Bond Index Fund) 0.9% 12.1% 1.3% 4.5%
HYS (PIMCO 0-5 Year High Yield Corp Bd ETF) 1.0% 11.9% 3.8% 4.2% 3.7%
HYEM (Market Vectors® EM High Yield Bd ETF) 2.6% 10.4% -1.4% 2.1% 3.5%
PHB (PowerShares Fundamental HiYld CorpBd ETF) 0.2% 11.1% 1.6% 3.6% 3.6% 6.3%

**YTD: Year to Date

Active ETFs

Ticker/Portfolio Name YTD
Return**
1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR
JEPI (JPMorgan Equity Premium Income ETF) 3.4% 13.7% 10.3%
ARKK (ARK Innovation) -7.0% 16.8% -31.3% 2.2%
PDBC (Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF) 0.1% 0.5% 13.7% 9.1%
DIVO (Amplify CWP Enhanced Dividend Income ETF) 3.5% 11.2% 9.5% 11.7%
GMOM (Cambria Global Momentum ETF) 0.6% 3.4% 3.7% 5.7%
FTGC (First Trust Global Tactical Commodity Strategy Fund) 2.3% 0.5% 10.1% 8.7% -1.3%
ARKG (ARK Genomic Revolution) -4.3% -3.5% -33.9% 2.5%
ARKW (ARK Next Generation Internet) 1.6% 44.1% -25.6% 8.9%
SECT (Main Sector Rotation ETF) 4.1% 17.7% 9.3% 13.4%
ARKQ (ARK Autonomous Technology & Robotics) -4.0% 10.6% -17.4% 10.0%
RPAR (RPAR Risk Parity ETF) -3.2% 0.6% -4.9%
ARKF (ARK FINTECH INNOVATION ETF) 2.1% 50.1% -23.8% 6.8%

**YTD: Year to Date

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