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U.S. Large Cap Blend 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY 27.01% 9.06% 13.79% 73,141 2.0
iShares S&P 500 Index IVV 27.1% 9.12% 13.88% 5,783 2.0
Vanguard Total Stock Market VTI 26.54% 7.31% 13.01% 3,211 1.89
iShares Russell 1000 IWB 27.0% 7.95% 13.4% 712 1.95
Rydex S&P Equal Weight RSP 14.22% 5.39% 10.34% 6,483 0.84
iShares S&P 100 OEF 32.25% 10.38% 15.35% 409 2.3
Vanguard Large Cap VV 27.86% 8.39% 13.77% 278 2.04
Schwab U.S. Large Cap SCHX 27.71% -14.09% -1.06% 1,856 2.01
Vanguard S&P 500 VOO 27.15% 9.12% 13.86% 5,297 2.0

U.S. Large Cap Growth 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ 40.94% 9.89% 19.49% 45,199 2.31
Vanguard Growth ETF VUG 40.4% 8.5% 16.99% 1,043 2.39
iShares Russell 1000 Growth Index IWF 39.09% 9.76% 17.3% 1,365 2.39
iShares S&P 500 Growth Index IVW 32.84% 7.69% 14.89% 3,956 2.16

U.S. Large Cap Value 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV 14.77% 8.03% 10.13% 2,408 1.05
SPDR Dow Jones Industrial Aver DIA 15.04% 5.98% 9.69% 3,645 1.11
SPDR S&P Dividend SDY 4.67% 4.26% 7.53% 378 0.07
Vanguard Dividend Appreciation VIG 15.79% 7.16% 11.54% 974 1.2
iShares Russell 1000 Value Ind IWD 14.5% 5.6% 8.71% 1,942 0.94
iShares S&P 500 Value Index IVE 20.28% 9.51% 11.36% 1,033 1.46
iShares Dow Jones Select Divid DVY 3.08% 4.01% 7.07% 561 -0.05

U.S. Mid Cap Blend 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY 18.23% 4.05% 9.57% 943 0.9
iShares S&P MidCap 400 Index IJH 18.61% 4.26% 9.78% 6,883 0.92
Vanguard Mid-Cap ETF VO 16.59% 3.27% 9.32% 635 0.96
iShares Russell Midcap Index IWR 17.98% 3.3% 9.25% 1,360 1.01
Vanguard Extended Market Index VXF 23.18% -1.47% 8.4% 335 1.1

U.S. Mid Cap Growth 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK 24.3% 3.89% 9.98% 380 1.35
iShares Russell Midcap Growth IWP 23.03% 1.62% 9.92% 691 1.29
Vanguard Mid-Cap Growth ETF VOT 19.67% 1.37% 9.88% 184 1.08

U.S. Mid Cap Value 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ 12.54% 4.14% 8.15% 152 0.5
iShares Russell Midcap Value I IWS 15.38% 4.06% 8.06% 502 0.81
Vanguard Mid-Cap Value ETF VOE 13.83% 5.02% 8.38% 441 0.77

U.S. Small Cap Blend 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB 17.74% 1.34% 8.15% 855 0.81
iShares S&P SmallCap 600 Index IJR 11.29% -0.11% 7.15% 4,343 0.39
iShares Russell 2000 Index IWM 14.55% -2.32% 6.12% 38,007 0.54
iShares Russell Microcap Index IWC 13.01% -6.71% 5.01% 32 0.43
Schwab U.S. Small-Cap ETF SCHA 14.55% -21.6% -7.08% 1,239 0.57

U.S. Small Cap Growth 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK 16.85% -3.43% 6.64% 342 0.71
iShares Russell 2000 Growth In IWO 14.81% -4.71% 5.55% 576 0.56
iShares S&P SmallCap 600 Growth IJT 16.4% -0.35% 7.33% 111 0.7

U.S. Small Cap Value 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR 18.5% 4.72% 8.63% 586 0.86
iShares S&P SmallCap 600 Value IJS 5.86% -0.29% 5.99% 499 0.1
iShares Russell 2000 Value Ind IWN 13.89% -0.23% 5.97% 1,343 0.49

Foreign Large Cap Equities 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA 9.71% 2.88% 6.1% 15,010 0.48
Vanguard MSCI EAFE ETF VEA 9.64% 2.01% 6.13% 11,414 0.46
Schwab International Equity SCHF 10.07% 2.4% 6.28% 3,793 0.5
iShares Dow Jones Intl Select IDV 3.89% 1.24% 3.41% 735 0.01
iShares MSCI EAFE Value Index EFV 12.22% 5.29% 5.24% 2,725 0.68
PowerShares Intl Dividend Achievers PID 0.34% 5.01% 5.78% 163 -0.25
iShares MSCI EAFE Growth Index EFG 6.99% 0.06% 6.2% 734 0.23
PowerShares DWA Dev Mkts Techn PIZ 11.38% -0.53% 6.2% 12 0.55

Foreign Small/Mid Cap Equities 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ 6.4% -3.33% 3.56% 1,404 0.19
SPDR S&P International Small Cap GWX 4.97% -3.45% 3.18% 73 0.09
WisdomTree International Small DLS 8.3% -0.42% 2.85% 37 0.34
WisdomTree International MidCap DIM 7.35% 0.47% 2.88% 6 0.28

Europe Equities 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK 8.13% 3.45% 6.73% 2,267 0.33
iShares MSCI EMU Index EZU 9.57% 3.53% 6.82% 2,188 0.4
iShares S&P Europe 350 IEV 8.07% 4.3% 6.67% 322 0.33

Emerging Market Diversified Equities 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM 5.66% -6.55% 0.48% 29,950 0.13
Vanguard MSCI Emerging Markets VWO 6.74% -3.91% 2.14% 10,312 0.21
Schwab Emerging Markets SCHE 6.78% -4.37% 1.75% 1,249 0.21
WisdomTree Emerging Markets Equity Income DEM 15.1% 5.17% 4.62% 324 0.83
PoweShares FTSE RAFI Emerging Markets PXH 8.97% 0.21% 1.72% 243 0.34
PowerShares DWA Em Mkts Technical Leaders PIE 18.03% -1.48% 6.72% 26 0.88

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 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ 2.99% -1.07% 2.26% 4,884 -0.04
iShares Dow Jones US Real Estate IYR 3.04% -0.96% 2.0% 6,853 -0.04
iShares Cohen & Steers Realty ICF 1.33% -0.4% 1.47% 151 -0.13
SPDR Dow Jones REIT RWR 5.82% 0.76% 1.27% 383 0.11

International REITs 01/26/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Dow Jones Intl Real Estat RWX -5.7% -4.56% -2.62% 100 -0.65
iShares FTSE EPRA/NAREIT Dev Real Estate IFGL -7.03% -6.21% -3.15% 26 -0.67
SPDR Dow Jones Global Real Estate RWO 0.12% 1.63% 1.4% 132 -0.24
iShares S&P Dev ex-US Property WPS -4.6% -5.26% -2.22% 4 -0.56
WisdomTree International Real Estate DRW -0.1% -8.96% -6.4% 6 -0.24

Broadbase Commodities 11/18/2022

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
GreenHaven Continuous Commodity GCC 35.53% 24.43% 12.37% 91 0.95
iPath DJ-UBS Commodity Index Tracker DJP 14.6% 15.95% 7.33% 203 0.5
iShares S&P GSCI Commodity-Index GSG 22.44% 11.69% 6.39% 1,264 0.66
ELEMENTS Rogers Intl Commodity RJI 15.53% 16.12% 8.96% 61 0.57
PowerShares DB Commodity Index DBC 18.74% 18.35% 9.68% 2,942 0.65
United States Commodity Index USCI 25.55% 15.34% 5.93% 24 0.87

U.S. Total Bonds 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG -0.71% -3.18% 0.05% 9,284 -0.65
Vanguard Total Bond Market ETF BND -0.62% -3.19% 0.06% 8,270 -0.65
Vanguard Intermediate-Term Bond BIV -0.86% -3.13% 0.51% 1,254 -0.65
Schwab Aggregate Bond SCHZ -0.73% -3.24% 0.01% 847 -0.66

U.S. Short Term Investment Grade Bonds 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH 3.94% -0.05% 1.72% 4,915 0.05
iShares 0-5 Year Investment Grade Corp Bond SLQD 4.24% 0.46% 1.86% 256 0.17
iShares Short Term Corp Bond IGSB 4.08% 0.03% 1.43% 3,141 0.09

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 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG 8.23% 0.81% 2.53% 37,816 0.72
SPDR Barclays Capital High Yield JNK 8.68% 0.65% 2.5% 5,369 0.79
PowerShares Fundamental High Yield PHB 7.52% 1.27% 3.03% 180 0.67

International Government Bonds ETFs 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX -4.1% -8.48% -3.65% 284 -0.85
SPDR Barclays Cap S/T Intl Treasuries BWZ -3.18% -5.51% -2.54% 14 -1.03
iShares S&P/Citi Intl Treasury IGOV -3.81% -9.39% -4.34% 88 -0.8
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG -2.52% -5.44% -2.43% 4 -0.93

Emerging Market Bonds 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB 7.52% -2.72% 0.1% 6,588 0.42
PCY PowerShares Emerging Mkts PCY 11.9% -3.79% -0.98% 588 0.68
ELD WisdomTree Emerging Markets Local ELD 5.04% -0.75% 0.14% 14 0.12
EMLC Market Vectors EM Local Curr EMLC 1.75% -2.76% -1.02% 1,491 -0.25

U.S. Preferred/Convertible 04/12/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF 6.77% -1.35% 2.22% 4,707 0.3
PowerShares Financial Preferre PGF 9.96% 0.65% 3.11% 191 0.53
PowerShares Preferred PGX 5.77% -3.22% 0.82% 3,722 0.17
SPDR Barclays Capital Convertible CWB 9.08% -3.89% 8.55% 535 0.65
SPDR Wells Fargo Preferred Stk PSK 5.17% -2.75% 0.87% 109 0.12

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
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