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
The return data shown below all have the same latest date: 04/09/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| SPY (SPDR S&P 500 ETF Trust) | -6.11% | 10.95% | 6.99% | 9.22% | 16.23% | 12.06% | 12.74% | 10.03% |
| IVV (iShares Core S&P 500 ETF) | -7.21% | 10.57% | 5.78% | 8.85% | 16.02% | 11.94% | 12.67% | 9.99% |
| VOO (Vanguard S&P 500 ETF) | -7.05% | 10.64% | 5.98% | 8.91% | 16.08% | 12.01% | NA | NA |
| VTI (Vanguard Total Stock Market ETF) | -7.36% | 8.62% | 5.15% | 8.18% | 15.65% | 11.32% | 12.36% | 10.00% |
| QQQ (Invesco QQQ Trust Series I) | -8.85% | 11.47% | 5.86% | 11.69% | 19.04% | 16.71% | 17.29% | 14.50% |
| VEA (Vanguard FTSE Developed Markets ETF) | 3.07% | 1.48% | 1.34% | 4.80% | 10.40% | 4.91% | 5.38% | NA |
| IEFA (iShares Core MSCI EAFE ETF) | 4.03% | 1.96% | 2.37% | 5.63% | 10.30% | 4.96% | NA | NA |
| VTV (Vanguard Value ETF) | -3.21% | 8.79% | 3.70% | 5.85% | 13.67% | 9.59% | 10.77% | 8.47% |
| BND (Vanguard Total Bond Market ETF) | 2.37% | -1.57% | 5.28% | 1.29% | -0.89% | 1.37% | 2.36% | NA |
| AGG (iShares Core U.S. Aggregate Bond ETF) | 1.38% | -1.83% | 4.24% | 0.92% | -1.04% | 1.30% | 2.30% | 2.98% |
| VUG (Vanguard Growth ETF) | -10.39% | 10.55% | 7.68% | 11.16% | 17.69% | 13.96% | 14.47% | 11.73% |
| VWO (Vanguard FTSE Emerging Markets ETF) | -3.42% | -4.03% | 2.59% | 1.13% | 7.31% | 2.65% | 2.61% | 5.55% |
| IEMG (iShares Core MSCI Emerging Markets ETF) | -2.26% | -5.47% | 0.19% | 0.55% | 6.81% | 2.58% | NA | NA |
| IWF (iShares Russell 1000 Growth ETF) | -10.94% | 11.61% | 7.13% | 11.44% | 18.07% | 14.64% | 14.88% | 11.94% |
| VIG (Vanguard Dividend Appreciation ETF) | -4.74% | 8.93% | 5.20% | 7.03% | 12.88% | 10.75% | 11.44% | NA |
| IJH (iShares Core S&P Mid-Cap ETF) | -10.29% | 2.74% | -5.83% | 3.96% | 13.65% | 7.82% | 10.16% | 9.07% |
| IJR (iShares Core S&P Small Cap ETF) | -14.46% | -2.81% | -7.91% | -0.08% | 11.73% | 7.03% | 9.71% | 8.11% |
| GLD (SPDR Gold Shares) | 17.86% | 17.77% | 31.11% | 16.10% | 12.45% | 9.55% | 6.33% | 9.95% |
| VXUS (Vanguard Total International Stock ETF) | 1.27% | 0.08% | 1.61% | 3.88% | 9.56% | 4.36% | NA | NA |
| IWM (iShares Russell 2000 ETF) | -14.16% | -4.89% | -7.25% | 0.11% | 10.25% | 5.62% | 8.31% | 7.31% |
| VO (Vanguard Mid-Cap ETF) | -6.60% | 3.48% | 1.24% | 3.59% | 12.89% | 8.22% | 10.65% | 9.17% |
| VGT (Vanguard Information Technology ETF) | -14.05% | 12.44% | 3.44% | 12.01% | 19.77% | 18.62% | 17.13% | 14.33% |
| IWD (iShares Russell 1000 Value ETF) | -3.46% | 6.22% | 2.28% | 4.60% | 12.55% | 7.93% | 9.62% | 7.53% |
| BNDX (Vanguard Total International Bond ETF) | 0.49% | -0.51% | 4.30% | 1.90% | 0.15% | 1.74% | NA | NA |
| EFA (iShares MSCI EAFE ETF) | 3.94% | 2.52% | 2.14% | 5.95% | 10.31% | 4.73% | 5.22% | 4.87% |
| XLK (Technology Select Sector SPDR Fund) | -12.33% | 13.60% | -1.12% | 11.99% | 20.02% | 18.56% | 17.09% | 13.92% |
| VYM (Vanguard High Dividend Yield Index ETF) | -3.21% | 9.04% | 5.67% | 6.17% | 13.22% | 9.33% | 11.09% | NA |
| SCHD (Schwab US Dividend Equity ETF) | -4.45% | 5.06% | 1.31% | 3.17% | 13.66% | 10.48% | NA | NA |
| VB (Vanguard Small-Cap ETF) | -11.76% | -0.36% | -4.88% | 2.52% | 12.56% | 7.17% | 9.75% | 8.68% |
| ITOT (iShares Core S&P Total U.S. Stock Market ETF) | -7.86% | 8.44% | 4.64% | 7.99% | 15.53% | 11.34% | 12.37% | 9.82% |
| XLV (Health Care Select Sector SPDR Fund) | 0.87% | 5.70% | -1.96% | 1.20% | 9.54% | 8.37% | 12.18% | 9.75% |
| VCIT (Vanguard Intermediate-Term Corporate Bond ETF) | 2.45% | -0.39% | 6.72% | 3.12% | 1.26% | 2.66% | 4.08% | NA |
| TLT (iShares 20+ Year Treasury Bond ETF) | 3.18% | -10.80% | 0.74% | -7.03% | -9.23% | -1.15% | 2.82% | 3.21% |
| RSP (Invesco S&P 500 Equal Weight ETF) | -5.75% | 4.98% | -0.30% | 3.68% | 14.12% | 9.03% | 11.05% | 9.30% |
| BSV (Vanguard Short-Term Bond ETF) | 1.32% | 1.07% | 5.30% | 2.81% | 0.95% | 1.34% | 0.95% | NA |
| LQD (iShares iBoxx $ Investment Grade Corporate Bond ETF) | 0.58% | -2.80% | 3.22% | 1.11% | -0.90% | 2.09% | 3.72% | 3.96% |
| VCSH (Vanguard Short-Term Corporate Bond ETF) | 1.04% | 1.77% | 5.61% | 3.61% | 1.96% | 2.31% | 2.63% | NA |
| VEU (Vanguard FTSE All-World ex-US Index Fund) | 1.49% | 0.39% | 2.05% | 4.29% | 9.62% | 4.47% | 4.73% | NA |
| XLE (Energy Select Sector SPDR Fund) | -3.85% | 20.00% | -13.42% | 5.71% | 24.26% | 4.38% | 5.54% | 6.23% |
| SCHX (Schwab U.S. Large-Cap ETF) | -7.55% | 12.34% | 5.98% | 10.81% | 18.42% | 14.31% | 14.72% | NA |
| MUB (iShares National Muni Bond ETF) | -2.78% | -1.29% | -0.88% | 0.99% | 0.47% | 1.69% | 2.63% | NA |
| IVW (iShares S&P 500 Growth ETF) | -9.07% | 10.30% | 9.97% | 9.18% | 16.73% | 13.63% | 14.21% | 11.26% |
| VNQ (Vanguard Real Estate ETF) | -4.11% | -2.30% | 2.42% | -4.14% | 5.34% | 4.35% | 7.59% | 6.94% |
| XLF (Financial Select Sector SPDR Fund) | -2.28% | 10.79% | 15.13% | 9.63% | 17.18% | 11.83% | 11.11% | 6.04% |
| IXUS (iShares Core MSCI Total International Stock ETF) | 1.27% | -0.11% | 1.64% | 3.83% | 9.45% | 4.38% | NA | NA |
| QUAL (iShares MSCI USA Quality Factor ETF) | -6.98% | 9.83% | 2.79% | 9.52% | 15.10% | 11.68% | NA | NA |
| SCHF (Schwab International Equity ETF) | 3.08% | 3.71% | 1.31% | 6.21% | 11.62% | 5.46% | 5.56% | NA |
| IWB (iShares Russell 1000 ETF) | -7.48% | 9.28% | 5.16% | 8.36% | 15.76% | 11.55% | 12.47% | 9.93% |
| IEF (iShares 7-10 Year Treasury Bond ETF) | 2.68% | -3.46% | 4.57% | -0.25% | -2.83% | 0.66% | 2.50% | 3.23% |
| DIA (SPDR Dow Jones Industrial Average ETF Trust) | -4.20% | 8.15% | 6.13% | 7.74% | 13.43% | 10.76% | 11.49% | 9.45% |
| BIL (SPDR Bloomberg 1-3 Month T-Bill ETF) | 0.44% | 3.97% | 4.17% | 3.98% | 2.35% | 1.72% | 1.13% | NA |
| IWR (iShares Russell Midcap ETF) | -7.94% | 2.75% | -1.25% | 3.57% | 12.82% | 8.35% | 10.69% | 9.15% |
| VT (Vanguard Total World Stock ETF) | -4.37% | 5.22% | 3.77% | 6.55% | 13.14% | 8.28% | 8.59% | NA |
| VTEB (Vanguard Tax-Exempt Bond ETF) | -3.21% | -1.44% | -0.92% | 0.95% | 0.40% | NA | NA | NA |
| VV (Vanguard Large-Cap ETF) | -7.17% | 9.94% | 6.15% | 8.83% | 15.98% | 11.91% | 12.70% | 10.18% |
| MBB (iShares MBS ETF) | 2.47% | -1.47% | 5.79% | 1.24% | -0.83% | 0.92% | 1.74% | NA |
| IAU (iShares Gold Trust) | 17.92% | 17.98% | 31.28% | 16.27% | 29.40% | 17.58% | 11.52% | 13.96% |
| GOVT (iShares U.S. Treasury Bond ETF) | -0.40% | -2.17% | 4.29% | 0.36% | -1.94% | 0.73% | NA | NA |
| SHY (iShares 1-3 Year Treasury Bond ETF) | 1.08% | 1.46% | 4.91% | 2.65% | 0.92% | 1.33% | 1.19% | 1.91% |
| IVE (iShares S&P 500 Value ETF) | -5.22% | 9.19% | -0.23% | 7.13% | 13.65% | 9.18% | 10.33% | 8.03% |
| VBR (Vanguard Small Cap Value ETF) | -10.81% | 2.52% | -4.99% | 3.14% | 14.82% | 7.02% | 9.38% | 8.17% |
| JPST (JPMorgan Ultra-Short Income ETF) | 1.49% | 4.42% | 5.61% | 4.57% | 3.21% | NA | NA | NA |
| IGSB (iShares 1-5 Year Investment Grade Corporate Bond ETF) | 1.10% | 1.88% | 5.68% | 3.74% | 2.01% | 2.12% | 2.01% | NA |
| IUSB (iShares Core Total USD Bond Market ETF) | 1.23% | -1.46% | 4.48% | 1.31% | -0.41% | 1.49% | NA | NA |
| SCHB (Schwab U.S. Broad Market ETF) | -8.02% | 8.51% | 4.46% | 8.00% | 15.53% | 11.20% | 12.28% | NA |
| VGSH (Vanguard Short-Term Treasury ETF) | 2.05% | 1.90% | 5.99% | 3.08% | 1.19% | 1.48% | 1.31% | NA |
| SDY (SPDR S&P Dividend ETF) | -2.84% | 4.09% | 0.81% | 2.31% | 10.90% | 8.60% | 10.23% | NA |
| TIP (iShares TIPS Bond ETF) | 3.84% | 0.15% | 6.10% | 0.37% | 1.50% | 2.14% | 2.80% | 3.27% |
| DFAC (Dimensional U.S. Core Equity 2 ETF) | -8.04% | 7.71% | 1.47% | 7.10% | NA | NA | NA | NA |
| SHV (iShares Short Treasury Bond ETF) | 0.45% | 3.81% | 4.21% | 3.90% | 2.26% | 1.74% | 1.17% | NA |
| DVY (iShares Select Dividend ETF) | -4.21% | 5.96% | 5.89% | 2.86% | 13.01% | 8.52% | 10.53% | 7.52% |
| MDY (SPDR S&P Midcap 400 ETF Trust) | -9.89% | 2.63% | -5.57% | 3.89% | 13.50% | 7.66% | 9.98% | 8.90% |
| SCHG (Schwab U.S. Large-Cap Growth ETF) | -10.84% | 12.70% | 7.83% | 12.47% | 19.09% | 14.67% | 15.00% | NA |
| VGK (Vanguard FTSE Europe ETF) | 6.62% | 3.01% | 4.02% | 6.67% | 11.65% | 5.24% | 5.75% | 5.21% |
| SPLG (SPDR Portfolio S&P 500 ETF) | -6.97% | 10.68% | 6.07% | 8.94% | 16.10% | 11.51% | 11.90% | NA |
| ACWI (iShares MSCI ACWI ETF) | -4.09% | 5.81% | 4.58% | 6.84% | 13.17% | 8.38% | 8.57% | NA |
| SPYG (SPDR Portfolio S&P 500 Growth ETF) | -9.00% | 10.51% | 10.13% | 9.35% | 16.91% | 13.73% | 14.23% | 11.53% |
| USFR (WisdomTree Floating Rate Treasury Fund) | 0.42% | 4.32% | 4.22% | 4.23% | 2.58% | 1.73% | NA | NA |
| VHT (Vanguard Health Care ETF) | -0.76% | 2.77% | -3.16% | 0.38% | 8.63% | 7.82% | 11.96% | 9.88% |
| SPDW (SPDR Portfolio Developed World ex-US ETF) | 2.72% | 1.07% | 1.31% | 4.66% | 10.13% | 4.05% | 3.75% | NA |
| VMBS (Vanguard Mortgage-Backed Securities ETF) | 2.74% | -1.13% | 6.34% | 1.55% | -0.68% | 1.02% | 1.88% | NA |
| VOE (Vanguard Mid-Cap Value ETF) | -6.13% | 4.69% | 0.14% | 2.90% | 13.29% | 7.40% | 9.94% | NA |
| SPYV (SPDR Portfolio S&P 500 Value ETF) | -5.20% | 9.38% | -0.09% | 7.30% | 13.82% | 9.33% | 10.52% | 8.07% |
| BIV (Vanguard Intermediate-Term Bond ETF) | 1.87% | -1.72% | 5.03% | 1.50% | -0.50% | 1.64% | 3.07% | NA |
| VXF (Vanguard Extended Market ETF) | -12.76% | -2.57% | -3.29% | 2.70% | 12.30% | 7.33% | 9.94% | 9.02% |
| HYG (iShares iBoxx $ High Yield Corporate Bond ETF) | 0.78% | 3.35% | 7.95% | 5.43% | 4.39% | 3.86% | 5.03% | NA |
| XLI (Industrial Select Sector SPDR Fund) | -3.79% | 9.31% | 2.47% | 10.17% | 16.67% | 10.45% | 11.75% | 9.51% |
| VTIP (Vanguard Short-Term Inflation-Protected Securities ETF) | 3.36% | 4.31% | 7.27% | 3.60% | 3.97% | 2.85% | NA | NA |
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