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U.S. Large Cap Blend 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P 500 SPY 29.35% 10.02% 14.95% 68,228 2.23
iShares S&P 500 Index IVV 29.52% 10.08% 15.04% 5,460 2.23
Vanguard Total Stock Market VTI 29.2% 8.46% 14.21% 2,976 2.14
iShares Russell 1000 IWB 29.51% 9.02% 14.57% 750 2.19
Rydex S&P Equal Weight RSP 20.25% 5.55% 11.8% 5,945 1.38
iShares S&P 100 OEF 32.89% 11.68% 16.43% 210 2.36
Vanguard Large Cap VV 30.22% 9.52% 14.92% 246 2.26
Schwab U.S. Large Cap SCHX 30.09% -13.21% -0.05% 1,522 2.24
Vanguard S&P 500 VOO 29.53% 10.08% 15.02% 5,151 2.23

U.S. Large Cap Growth 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
PowerShares QQQ QQQ 37.35% 12.38% 20.58% 43,899 2.07
Vanguard Growth ETF VUG 37.04% 10.67% 17.93% 972 2.13
iShares Russell 1000 Growth Index IWF 37.15% 11.86% 18.33% 1,193 2.22
iShares S&P 500 Growth Index IVW 33.2% 9.39% 15.67% 3,345 2.11

U.S. Large Cap Value 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Value ETF VTV 22.44% 7.96% 11.51% 2,123 1.88
SPDR Dow Jones Industrial Aver DIA 22.03% 7.24% 11.37% 3,676 1.86
SPDR S&P Dividend SDY 11.95% 4.35% 9.14% 302 0.71
Vanguard Dividend Appreciation VIG 20.61% 8.02% 12.67% 808 1.74
iShares Russell 1000 Value Ind IWD 21.05% 5.8% 10.01% 1,759 1.6
iShares S&P 500 Value Index IVE 24.8% 9.74% 12.94% 572 1.96
iShares Dow Jones Select Divid DVY 17.21% 4.37% 9.05% 524 1.01

U.S. Mid Cap Blend 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR S&P MidCap 400 MDY 24.28% 4.91% 11.31% 862 1.3
iShares S&P MidCap 400 Index IJH 24.77% 5.14% 11.53% 6,145 1.33
Vanguard Mid-Cap ETF VO 22.77% 4.3% 10.66% 609 1.47
iShares Russell Midcap Index IWR 23.29% 4.12% 10.54% 1,386 1.42
Vanguard Extended Market Index VXF 27.41% 0.42% 9.78% 349 1.36

U.S. Mid Cap Growth 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Growth IJK 29.43% 5.52% 11.35% 366 1.68
iShares Russell Midcap Growth IWP 25.47% 3.86% 10.87% 724 1.47
Vanguard Mid-Cap Growth ETF VOT 23.98% 3.55% 10.84% 184 1.38

U.S. Mid Cap Value 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P MidCap 400 Value I IJJ 19.54% 4.36% 10.24% 138 0.93
iShares Russell Midcap Value I IWS 22.08% 4.15% 9.5% 553 1.32
Vanguard Mid-Cap Value ETF VOE 21.39% 4.92% 10.04% 318 1.4

U.S. Small Cap Blend 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap ETF VB 22.94% 2.48% 9.68% 646 1.13
iShares S&P SmallCap 600 Index IJR 19.36% 1.16% 9.12% 3,657 0.82
iShares Russell 2000 Index IWM 19.77% -0.74% 7.78% 32,455 0.82
iShares Russell Microcap Index IWC 15.86% -4.98% 6.35% 29 0.56
Schwab U.S. Small-Cap ETF SCHA 20.33% -20.45% -5.72% 972 0.9

U.S. Small Cap Growth 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Growth ETF VBK 19.48% -0.94% 7.89% 302 0.85
iShares Russell 2000 Growth In IWO 17.85% -2.15% 6.98% 495 0.71
iShares S&P SmallCap 600 Growth IJT 23.13% 1.88% 9.12% 98 1.09

U.S. Small Cap Value 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Small Cap Value ETF VBR 25.46% 4.79% 10.35% 455 1.31
iShares S&P SmallCap 600 Value IJS 15.0% 0.2% 8.11% 289 0.54
iShares Russell 2000 Value Ind IWN 21.37% 0.44% 7.79% 1,294 0.88

Foreign Large Cap Equities 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Index EFA 14.78% 3.98% 7.83% 14,568 0.88
Vanguard MSCI EAFE ETF VEA 14.5% 3.01% 7.89% 11,097 0.84
Schwab International Equity SCHF 14.84% 3.35% 8.0% 3,520 0.88
iShares Dow Jones Intl Select IDV 17.55% 2.68% 6.27% 615 1.05
iShares MSCI EAFE Value Index EFV 18.78% 6.08% 7.39% 2,402 1.21
PowerShares Intl Dividend Achievers PID 7.62% 5.21% 7.57% 141 0.28
iShares MSCI EAFE Growth Index EFG 10.89% 1.57% 7.49% 498 0.51
PowerShares DWA Dev Mkts Techn PIZ 18.75% 1.27% 7.49% 9 1.07

Foreign Small/Mid Cap Equities 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI EAFE Small Cap SCZ 9.47% -2.1% 5.18% 1,345 0.41
SPDR S&P International Small Cap GWX 8.28% -2.35% 4.91% 48 0.32
WisdomTree International Small DLS 13.02% 0.16% 4.52% 35 0.7
WisdomTree International MidCap DIM 12.39% 1.62% 4.73% 5 0.68

Europe Equities 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard MSCI European ETF VGK 15.85% 4.46% 8.87% 2,291 0.91
iShares MSCI EMU Index EZU 17.53% 4.37% 8.83% 2,420 0.95
iShares S&P Europe 350 IEV 15.94% 5.23% 8.78% 304 0.94

Emerging Market Diversified Equities 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares MSCI Emerging Markets EEM 14.83% -3.91% 4.03% 28,847 0.75
Vanguard MSCI Emerging Markets VWO 15.84% -1.43% 5.54% 9,646 0.87
Schwab Emerging Markets SCHE 15.96% -1.86% 5.03% 1,045 0.86
WisdomTree Emerging Markets Equity Income DEM 23.8% 6.58% 7.52% 281 1.5
PoweShares FTSE RAFI Emerging Markets PXH 20.99% 2.88% 5.69% 184 1.14
PowerShares DWA Em Mkts Technical Leaders PIE 23.3% 0.53% 8.79% 19 1.18

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 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard REIT Index ETF VNQ 9.38% -0.8% 3.09% 4,657 0.3
iShares Dow Jones US Real Estate IYR 9.43% -0.63% 2.88% 6,734 0.31
iShares Cohen & Steers Realty ICF 9.37% 0.04% 2.35% 138 0.31
SPDR Dow Jones REIT RWR 10.56% 0.93% 2.04% 345 0.36

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 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares Barclays Aggregate Bon AGG 1.38% -2.87% 0.09% 8,918 -0.36
Vanguard Total Bond Market ETF BND 1.5% -2.89% 0.09% 7,486 -0.35
Vanguard Intermediate-Term Bond BIV 1.14% -2.92% 0.53% 1,102 -0.39
Schwab Aggregate Bond SCHZ 1.31% -2.92% 0.06% 654 -0.37

U.S. Short Term Investment Grade Bonds 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
Vanguard Short-Term Corp Bd Id VCSH 4.94% 0.12% 1.79% 3,692 0.39
iShares 0-5 Year Investment Grade Corp Bond SLQD 4.93% 0.62% 1.92% 195 0.47
iShares Short Term Corp Bond IGSB 5.02% 0.2% 1.51% 3,160 0.41

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 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares iBoxx $ High Yield Corp HYG 10.85% 1.29% 3.04% 38,017 1.15
SPDR Barclays Capital High Yield JNK 11.16% 1.13% 3.05% 5,192 1.2
PowerShares Fundamental High Yield PHB 10.14% 1.72% 3.43% 191 1.14

International Government Bonds ETFs 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
SPDR Barclays Capital Intl Treasuries BWX -2.05% -8.48% -3.38% 218 -0.63
SPDR Barclays Cap S/T Intl Treasuries BWZ -1.12% -5.71% -2.2% 23 -0.73
iShares S&P/Citi Intl Treasury IGOV -1.33% -9.35% -4.1% 68 -0.54
iShares S&P/Citi 1-3 Yr Intl Treasury ISHG 0.53% -5.42% -1.88% 5 -0.49

Emerging Market Bonds 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
EMB iShares JPMorgan USD Emerg Mkt EMB 11.2% -2.56% 0.52% 6,236 0.82
PCY PowerShares Emerging Mkts PCY 16.5% -3.5% -0.45% 456 1.06
ELD WisdomTree Emerging Markets Local ELD 6.24% -1.09% 1.03% 16 0.23
EMLC Market Vectors EM Local Curr EMLC 3.39% -2.66% 0.23% 1,332 -0.05

U.S. Preferred/Convertible 05/17/2024

Description Symbol 1 Yr 3 Yr 5 Yr Avg. Volume(K) 1 Yr Sharpe
iShares S&P U.S. Preferred Stk PFF 12.43% -0.62% 2.57% 4,602 0.94
PowerShares Financial Preferre PGF 15.26% 1.57% 3.47% 174 1.07
PowerShares Preferred PGX 10.88% -2.73% 0.9% 3,615 0.65
SPDR Barclays Capital Convertible CWB 11.38% -1.68% 9.45% 556 0.91
SPDR Wells Fargo Preferred Stk PSK 9.64% -2.22% 0.94% 98 0.57

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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