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
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| SPY (SPDR S&P 500 ETF Trust) | -7.74% | 10.22% | 8.23% | 8.76% | 15.36% | 11.83% | 12.50% | 10.04% |
| IVV (iShares Core S&P 500 ETF) | -8.01% | 10.19% | 7.93% | 8.70% | 15.35% | 11.81% | 12.51% | 10.05% |
| VOO (Vanguard S&P 500 ETF) | -7.72% | 10.30% | 8.31% | 8.82% | 15.44% | 11.90% | NA | NA |
| OEF (iShares S&P 100 ETF) | -9.12% | 12.05% | 10.31% | 10.76% | 16.41% | 12.93% | 12.94% | 10.12% |
| VTI (Vanguard Total Stock Market ETF) | -8.85% | 9.10% | 6.75% | 7.68% | 14.86% | 11.12% | 12.12% | 10.00% |
| IWB (iShares Russell 1000 ETF) | -8.38% | 9.57% | 7.46% | 8.15% | 15.07% | 11.42% | 12.29% | 9.98% |
| VV (Vanguard Large-Cap ETF) | -8.07% | 10.09% | 8.16% | 8.64% | 15.28% | 11.77% | 12.52% | 10.22% |
| SCHX (Schwab U.S. Large-Cap ETF) | -8.28% | 12.36% | 8.36% | 10.66% | 17.76% | 14.19% | 14.56% | NA |
| RSP (Invesco S&P 500 Equal Weight ETF) | -6.36% | 4.89% | 3.36% | 3.42% | 13.87% | 8.95% | 10.88% | 9.40% |
| DFAC (Dimensional U.S. Core Equity 2 ETF) | -9.14% | 7.77% | 3.80% | 6.63% | NA | NA | NA | NA |
| DFAU (Dimensional US Core Equity Market ETF) | -9.01% | 9.12% | 5.87% | 7.63% | NA | NA | NA | NA |
| CGUS (Capital Group Core Equity ETF) | -7.98% | 11.07% | 7.15% | 9.88% | NA | NA | NA | NA |
US Large Cap Growth ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| QQQ (Invesco QQQ Trust Series I) | -10.51% | 12.32% | 6.62% | 11.27% | 17.35% | 16.51% | 17.01% | 14.54% |
| VUG (Vanguard Growth ETF) | -11.66% | 11.88% | 8.64% | 10.92% | 16.50% | 13.81% | 14.26% | 11.74% |
| IWF (iShares Russell 1000 Growth ETF) | -12.29% | 12.27% | 8.10% | 11.10% | 16.88% | 14.49% | 14.68% | 11.97% |
| IVW (iShares S&P 500 Growth ETF) | -10.38% | 10.11% | 10.86% | 9.04% | 15.63% | 13.47% | 14.01% | 11.25% |
| SPYG (SPDR Portfolio S&P 500 Growth ETF) | -10.40% | 10.25% | 10.98% | 9.16% | 15.75% | 13.56% | 14.03% | 11.54% |
| SCHG (Schwab U.S. Large-Cap Growth ETF) | -12.02% | 13.70% | 9.13% | 12.30% | 17.95% | 14.53% | 14.80% | NA |
| CGGR (Capital Group Growth ETF) | -10.84% | 12.03% | 7.54% | 9.97% | NA | NA | NA | NA |
US Large Cap Value ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| VTV (Vanguard Value ETF) | -3.15% | 10.45% | 7.34% | 5.91% | 13.60% | 9.54% | 10.67% | 8.57% |
| IVE (iShares S&P 500 Value ETF) | -5.52% | 13.03% | 3.18% | 6.98% | 13.55% | 9.08% | 10.19% | 8.13% |
| IWD (iShares Russell 1000 Value ETF) | -3.71% | 10.18% | 6.01% | 4.55% | 12.53% | 7.84% | 9.48% | 7.64% |
| DIA (SPDR Dow Jones Industrial Average ETF Trust) | -4.36% | 12.14% | 9.19% | 7.55% | 13.15% | 10.69% | 11.39% | 9.55% |
| DFLV (Dimensional US Large Cap Value ETF) | -4.83% | 9.47% | 1.07% | NA | NA | NA | NA | NA |
| DFUV (Dimensional US Marketwide Value ETF) | -5.51% | 8.89% | 0.74% | NA | NA | NA | NA | NA |
| CGCP (Capital Group Core Plus Income ETF) | -0.77% | 3.44% | 3.80% | 0.67% | NA | NA | NA | NA |
| CGDV (Capital Group Dividend Value ETF) | -2.95% | 22.58% | 10.07% | 11.99% | NA | NA | NA | NA |
| VIG (Vanguard Dividend Appreciation ETF) | -4.63% | 12.30% | 8.56% | 7.23% | 12.56% | 10.78% | 11.39% | NA |
| SDY (SPDR S&P Dividend ETF) | -1.67% | 3.65% | 5.71% | 2.58% | 11.20% | 8.69% | 10.25% | NA |
| VYM (Vanguard High Dividend Yield Index ETF) | -3.51% | 9.62% | 9.02% | 6.09% | 12.97% | 9.24% | 10.98% | NA |
| DVY (iShares Select Dividend ETF) | -3.91% | 6.12% | 11.19% | 2.80% | 13.18% | 8.49% | 10.49% | 7.62% |
| FVD (First Trust Value Line Dividend Index Fund) | -0.89% | 5.89% | 9.68% | 2.95% | 9.97% | 8.17% | 10.14% | 9.53% |
Dividend Stock ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| DIA (SPDR Dow Jones Industrial Average ETF Trust) | -4.36% | 8.92% | 9.19% | 7.55% | 13.15% | 10.69% | 11.39% | 9.55% |
| CGCP (Capital Group Core Plus Income ETF) | -0.77% | -0.58% | 3.80% | 0.67% | NA | NA | NA | NA |
| CGDV (Capital Group Dividend Value ETF) | -2.95% | 13.39% | 10.07% | 11.99% | NA | NA | NA | NA |
| VIG (Vanguard Dividend Appreciation ETF) | -4.63% | 8.47% | 8.56% | 7.23% | 12.56% | 10.78% | 11.39% | NA |
| SCHD (Schwab US Dividend Equity ETF) | -5.45% | 4.72% | 4.36% | 2.89% | 13.03% | 10.34% | NA | NA |
| SDY (SPDR S&P Dividend ETF) | -1.67% | 4.89% | 5.71% | 2.58% | 11.20% | 8.69% | 10.25% | NA |
| VYM (Vanguard High Dividend Yield Index ETF) | -3.51% | 7.97% | 9.02% | 6.09% | 12.97% | 9.24% | 10.98% | NA |
| DVY (iShares Select Dividend ETF) | -3.91% | 5.52% | 11.19% | 2.80% | 13.18% | 8.49% | 10.49% | 7.62% |
| FVD (First Trust Value Line Dividend Index Fund) | -0.89% | 5.06% | 9.68% | 2.95% | 9.97% | 8.17% | 10.14% | 9.53% |
| PEY (Invesco High Yield Equity Dividend Achievers ETF) | -7.53% | 2.82% | 4.24% | 0.39% | 11.28% | 7.90% | 9.95% | 5.81% |
| PFF (iShares Preferred and Income Securities ETF) | -6.07% | -0.58% | 0.68% | 0.05% | 2.56% | 2.43% | 4.01% | NA |
| VNQ (Vanguard Real Estate ETF) | -3.19% | -1.51% | 10.68% | -3.88% | 5.86% | 4.45% | 7.52% | 6.96% |
| RWX (SPDR Dow Jones International Real Estate ETF) | 8.55% | -5.13% | 4.65% | -5.67% | 1.70% | -1.05% | 2.53% | NA |
| VGK (Vanguard FTSE Europe ETF) | 8.84% | 7.23% | 9.44% | 7.40% | 12.04% | 5.39% | 5.76% | 5.44% |
| PID (Invesco International Dividend Achievers ETF) | 2.62% | 4.47% | 10.38% | 1.98% | 12.76% | 4.06% | 5.20% | NA |
| IDV (iShares International Select Dividend ETF) | 11.03% | 5.87% | 17.52% | 5.23% | 11.58% | 4.48% | 4.97% | NA |
US Mid Cap Blend ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| VO (Vanguard Mid-Cap ETF) | -6.55% | 9.53% | 5.68% | 3.60% | 12.79% | 8.25% | 10.53% | 9.31% |
| IJH (iShares Core S&P Mid-Cap ETF) | -11.62% | 9.22% | -2.79% | 3.14% | 13.52% | 7.67% | 9.90% | 9.13% |
| IWR (iShares Russell Midcap ETF) | -8.65% | 9.44% | 2.50% | 3.17% | 12.60% | 8.28% | 10.51% | 9.25% |
| VXF (Vanguard Extended Market ETF) | -14.52% | 9.06% | -0.21% | 1.69% | 11.76% | 7.10% | 9.63% | 9.02% |
| MDY (SPDR S&P Midcap 400 ETF Trust) | -11.34% | 8.97% | -2.65% | 3.02% | 13.38% | 7.49% | 9.72% | 8.96% |
US Mid Cap Growth ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| IJK (iShares S&P Mid-Cap 400 Growth ETF) | -12.12% | 8.99% | -7.00% | 3.04% | 11.42% | 7.05% | 9.39% | 8.75% |
| IWP (iShares Russell Mid-Cap Growth ETF) | -10.35% | 10.21% | 5.55% | 6.21% | 11.71% | 9.39% | 11.39% | 9.98% |
| VOT (Vanguard Mid-Cap Growth ETF) | -6.98% | 9.66% | 5.97% | 4.09% | 11.65% | 8.85% | 11.01% | NA |
US Mid Cap Value ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| IJJ (iShares S&P Mid-Cap 400 Value ETF) | -11.14% | 7.74% | 1.98% | 2.94% | 15.17% | 6.79% | 8.79% | 7.88% |
| IWS (iShares Russell Mid-Cap Value ETF) | -8.10% | 7.91% | 1.45% | 1.69% | 12.73% | 6.68% | 9.23% | 8.21% |
| VOE (Vanguard Mid-Cap Value ETF) | -5.93% | 8.61% | 4.60% | 2.80% | 13.51% | 7.43% | 9.85% | NA |
US Small Cap Blend ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| VB (Vanguard Small-Cap ETF) | -13.36% | -0.84% | -1.56% | 1.54% | 12.26% | 6.95% | 9.43% | 8.71% |
| IJR (iShares Core S&P Small Cap ETF) | -16.28% | -3.56% | -5.21% | -1.30% | 11.64% | 6.75% | 9.36% | 8.14% |
| IWM (iShares Russell 2000 ETF) | -15.58% | -5.32% | -3.85% | -0.85% | 10.04% | 5.39% | 7.99% | 7.37% |
| IWC (iShares Micro-Cap ETF) | -20.67% | -11.13% | -6.85% | -5.31% | 8.74% | 3.67% | 6.74% | NA |
| SCHA (Schwab U.S. Small-Cap ETF) | -15.35% | -3.23% | -2.82% | 0.59% | 11.69% | 5.95% | 8.77% | NA |
| DFAS (Dimensional U.S. Small Cap ETF) | -14.27% | 0.29% | -3.57% | 1.67% | NA | NA | NA | NA |
US Small Cap Growth ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| VBK (Vanguard Small-Cap Growth ETF) | -14.88% | 8.53% | -1.60% | 0.55% | 8.35% | 6.60% | 9.36% | 8.87% |
| IWO (iShares Russell 2000 Growth ETF) | -15.74% | 7.47% | -2.74% | 0.37% | 7.85% | 5.41% | 8.76% | 8.01% |
| IJT (iShares S&P Small-Cap 600 Growth ETF) | -13.52% | 9.06% | -4.48% | 0.06% | 10.69% | 7.04% | 9.99% | 8.92% |
US Small Cap Value ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| VBR (Vanguard Small Cap Value ETF) | -12.43% | 3.13% | -2.00% | 2.04% | 14.84% | 6.79% | 9.06% | 8.18% |
| IJS (iShares S&P Small-Cap 600 Value ETF) | -18.79% | -2.36% | -5.98% | -2.92% | 12.15% | 5.18% | 7.61% | 6.80% |
| IWN (iShares Russell 2000 Value ETF) | -15.40% | -1.52% | -5.17% | -2.33% | 11.68% | 4.92% | 6.90% | 6.38% |
| DFSV (Dimensional US Small Cap Value ETF) | -16.96% | 2.19% | -8.38% | 1.43% | NA | NA | NA | NA |
Foreign Large Cap Stocks ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| EFA (iShares MSCI EAFE ETF) | 5.57% | 6.05% | 6.89% | 6.54% | 10.47% | 4.86% | 5.22% | 5.06% |
| VEA (Vanguard FTSE Developed Markets ETF) | 5.00% | 4.92% | 6.66% | 5.45% | 10.59% | 5.06% | 5.41% | NA |
| SCHF (Schwab International Equity ETF) | 4.97% | 6.34% | 6.52% | 6.90% | 11.80% | 5.61% | 5.59% | NA |
| IDV (iShares International Select Dividend ETF) | 11.03% | 5.31% | 17.52% | 5.23% | 11.58% | 4.48% | 4.97% | NA |
| EFV (iShares MSCI EAFE Value ETF) | 9.03% | 9.36% | 12.56% | 9.41% | 13.40% | 4.40% | 4.54% | NA |
| PID (Invesco International Dividend Achievers ETF) | 2.62% | 2.33% | 10.38% | 1.98% | 12.76% | 4.06% | 5.20% | NA |
| EFG (iShares MSCI EAFE Growth ETF) | 1.73% | 2.58% | 1.25% | 3.50% | 6.98% | 4.78% | 5.43% | NA |
| PIZ (Invesco Dorsey Wright Developed Markets Momentum ETF) | 6.80% | 7.13% | 18.14% | 7.59% | 11.50% | 5.71% | 6.17% | NA |
| DFAI (Dimensional International Core Equity Market ETF) | 4.90% | 5.77% | 7.24% | 6.20% | NA | NA | NA | NA |
| DFIC (Dimensional International Core Equity 2 ETF) | 5.84% | 5.47% | 7.90% | 6.24% | NA | NA | NA | NA |
| CGXU (Capital Group International Focus Equity ETF) | -5.43% | -0.30% | -6.20% | 0.44% | NA | NA | NA | NA |
Foreign Small/Mid Cap Stocks ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| SCZ (iShares MSCI EAFE Small-Cap ETF) | 4.08% | 1.11% | 6.54% | 1.95% | 8.66% | 4.84% | 6.13% | NA |
| GWX (SPDR S&P International Small Cap ETF) | 3.23% | -0.60% | 4.65% | 0.35% | 8.47% | 3.80% | 4.73% | NA |
| DLS (WisdomTree International SmallCap Dividend Fund) | 3.83% | 2.97% | 6.96% | 3.56% | 9.37% | 4.28% | 5.62% | NA |
| DIM (WisdomTree International MidCap Dividend Fund) | 8.31% | 4.95% | 11.86% | 5.55% | 9.98% | 4.17% | 5.21% | NA |
| DFIS (Dimensional International Small Cap ETF) | 4.73% | 2.91% | 7.68% | 3.85% | NA | NA | NA | NA |
| DISV (Dimensional International Small Cap Value ETF) | 7.83% | 7.20% | 10.03% | 8.00% | NA | NA | NA | NA |
Europe Stocks ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| VGK (Vanguard FTSE Europe ETF) | 8.84% | 5.24% | 9.44% | 7.40% | 12.04% | 5.39% | 5.76% | 5.44% |
| EZU (iShares MSCI Eurozone ETF) | 11.29% | 4.57% | 10.31% | 10.83% | 13.18% | 5.58% | 5.12% | 4.77% |
| IEV (iShares Europe ETF) | 9.20% | 5.36% | 8.90% | 7.75% | 12.00% | 5.09% | 5.39% | 5.58% |
Emerging Market Diversified Stocks ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| EEM (iShares MSCI Emerging Markets ETF) | 0.74% | 14.12% | 7.12% | 0.84% | 5.34% | 2.07% | 1.85% | 5.34% |
| VWO (Vanguard FTSE Emerging Markets ETF) | -1.13% | 15.03% | 8.61% | 2.07% | 7.31% | 2.92% | 2.73% | 5.84% |
| SCHE (Schwab Emerging Markets Equity ETF) | -0.19% | 15.57% | 9.46% | 2.21% | 7.00% | 2.99% | 2.70% | NA |
| DEM (WisdomTree Emerging Markets High Dividend Fund) | 0.37% | 19.01% | 1.96% | 3.70% | 9.54% | 3.89% | 2.79% | NA |
| PXH (Invesco FTSE RAFI Emerging Markets ETF) | 1.27% | 19.97% | 12.49% | 5.07% | 9.39% | 4.07% | 2.31% | NA |
| PIE (Invesco Dorsey Wright Emerging Markets Momentum ETF) | -9.78% | 6.97% | -16.03% | -6.66% | 4.56% | 1.06% | 2.06% | NA |
| DFAE (Dimensional Emerging Core Equity Market ETF) | -1.13% | 15.38% | 5.24% | 1.43% | NA | NA | NA | NA |
| DFEM (Dimensional Emerging Markets Core Equity 2 ETF) | -1.96% | 15.37% | 4.45% | NA | NA | NA | NA | NA |
| DEHP (Dimensional Emerging Markets High Profitability ETF) | -1.62% | 13.59% | 1.41% | NA | NA | NA | NA | NA |
| DFSE (Dimensional Emerging Markets Sustainability Core 1 ETF) | -1.72% | 15.95% | 4.97% | NA | NA | NA | NA | NA |
| DFEV (Dimensional Emerging Markets Value ETF) | -1.41% | 16.43% | 3.38% | NA | NA | NA | NA | NA |
Emerging Market Small Cap ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| EWX (SPDR S&P Emerging Markets Small Cap ETF) | -7.34% | 4.22% | 0.42% | 1.67% | 11.88% | 4.13% | 3.24% | NA |
| DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) | -3.90% | 4.15% | -3.57% | 0.40% | 10.21% | 4.06% | 3.81% | NA |
| EEMS (iShares MSCI Emerging Markets Small Cap ETF) | -5.59% | 3.69% | -3.49% | 0.92% | 12.88% | 3.37% | NA | NA |
US Real Estate Invest Trusts (REITs) ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| VNQ (Vanguard Real Estate ETF) | -3.19% | 5.25% | 10.68% | -3.88% | 5.86% | 4.45% | 7.52% | 6.96% |
| IYR (iShares U.S. Real Estate ETF) | -2.79% | 5.61% | 10.79% | -3.39% | 5.71% | 4.70% | 7.19% | 6.16% |
| ICF (iShares Cohen & Steers REIT ETF) | -2.80% | 4.46% | 11.69% | -4.17% | 5.23% | 3.82% | 6.49% | 5.16% |
| RWR (SPDR Dow Jones REIT ETF) | -6.29% | 4.21% | 8.44% | -4.16% | 6.82% | 3.70% | 6.94% | 6.25% |
| XLRE (Real Estate Select Sector SPDR Fund) | -1.56% | 6.95% | 12.50% | -3.25% | 6.07% | NA | NA | NA |
International Real Estate Invest Trusts (REITs) ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| RWX (SPDR Dow Jones International Real Estate ETF) | 8.55% | 0.35% | 4.65% | -5.67% | 1.70% | -1.05% | 2.53% | NA |
| IFGL (iShares International Developed Real Estate ETF) | 4.40% | 0.26% | 3.86% | -6.34% | 0.61% | -0.72% | 2.08% | NA |
| RWO (SPDR Dow Jones Global Real Estate ETF) | -2.61% | 3.03% | 7.08% | -4.84% | 4.91% | 1.76% | 5.02% | NA |
Broadbase Commodities ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| GCC (WisdomTree Enhanced Commodity Strategy Fund) | -0.32% | 0.26% | -0.08% | -2.17% | 12.38% | 2.38% | 0.34% | NA |
| DJP (iPath Bloomberg Commodity Index Total Return ETN) | 4.02% | -1.35% | 2.58% | -5.59% | 14.42% | 1.69% | -1.40% | NA |
| GSG (iShares S&P GSCI Commodity Indexed Trust) | -2.99% | -2.41% | -7.12% | -4.25% | 17.06% | 0.39% | -2.82% | NA |
| DBC (Invesco DB Commodity Index Tracking Fund) | -2.06% | 0.26% | -7.12% | -6.08% | 14.83% | 3.23% | -0.18% | NA |
| USCI (United States Commodity Index Fund) | 2.94% | 2.20% | 6.42% | 4.84% | 21.22% | 4.07% | NA | NA |
US Total Bond Market ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| BND (Vanguard Total Bond Market ETF) | 1.69% | -1.72% | 6.27% | 1.15% | -0.96% | 1.28% | 2.29% | NA |
| AGG (iShares Core U.S. Aggregate Bond ETF) | 1.07% | -1.87% | 5.60% | 0.92% | -1.02% | 1.25% | 2.26% | 2.94% |
| IUSB (iShares Core Total USD Bond Market ETF) | 0.76% | -1.51% | 5.71% | 1.28% | -0.47% | 1.41% | NA | NA |
| SCHZ (Schwab US Aggregate Bond ETF) | 1.05% | -0.31% | 6.88% | 2.41% | 0.37% | 1.91% | NA | NA |
| SPAB (SPDR Portfolio Aggregate Bond ETF) | 1.77% | -1.71% | 6.27% | 1.08% | -0.85% | 0.94% | 1.57% | NA |
| DFCF (Dimensional Core Fixed Income ETF) | 0.29% | -2.17% | 4.79% | 1.23% | NA | NA | NA | NA |
| FLCB (Franklin U.S Core Bond ETF) | 1.43% | -1.87% | 6.20% | 1.10% | -0.77% | NA | NA | NA |
| AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) | 0.68% | -2.15% | 5.45% | 1.21% | -1.12% | NA | NA | NA |
| EUSB (iShares ESG Advanced Total USD Bond Market ETF) | 1.50% | -1.35% | 6.09% | 1.39% | NA | NA | NA | NA |
| GCOR (Goldman Sachs Access U.S. Aggregate Bond ETF) | 1.69% | -2.18% | 5.84% | 0.71% | NA | NA | NA | NA |
US Total Return Bonds ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| BOND (PIMCO Active Bond Exchange-Traded Fund) | 0.49% | 6.86% | 5.69% | 1.24% | 0.00% | 1.52% | NA | NA |
| TOTL (SPDR DoubleLine Total Return Tactical ETF) | 1.95% | 6.58% | 7.02% | 1.70% | 0.13% | 1.35% | NA | NA |
| FBND (Fidelity Total Bond ETF) | 1.16% | 6.46% | 6.32% | 1.71% | 0.37% | 2.01% | NA | NA |
| HTRB (Hartford Total Return Bond ETF) | 1.07% | 6.84% | 6.08% | 1.67% | 0.17% | NA | NA | NA |
| GTO (Invesco Total Return Bond ETF) | 0.25% | 6.50% | 5.06% | 0.76% | 0.20% | NA | NA | NA |
| CGCP (Capital Group Core Plus Income ETF) | -0.77% | 5.69% | 3.80% | 0.67% | NA | NA | NA | NA |
| CGMS (Capital Group U.S. Multi-Sector Income ETF) | -2.49% | 9.02% | 3.91% | NA | NA | NA | NA | NA |
| BKAG (BNY Mellon Core Bond ETF) | 1.74% | 5.50% | 6.20% | 1.06% | NA | NA | NA | NA |
| STOT (SPDR DoubleLine Short Duration Total Return Tactical ETF) | 1.27% | 7.47% | 5.56% | 4.07% | 2.50% | NA | NA | NA |
| PTRB (PGIM Total Return Bond ETF) | -0.24% | 6.64% | 4.85% | 1.14% | NA | NA | NA | NA |
Ultra Short Term Bond ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| BIL (SPDR Bloomberg 1-3 Month T-Bill ETF) | 0.50% | 2.96% | 4.14% | 4.00% | 2.36% | 1.73% | 1.13% | NA |
| USFR (WisdomTree Floating Rate Treasury Fund) | 0.46% | 3.23% | 4.14% | 4.24% | 2.61% | 1.74% | NA | NA |
| TFLO (iShares Treasury Floating Rate Bond ETF) | 1.16% | 3.38% | 4.85% | 4.44% | 2.70% | 1.89% | NA | NA |
| SGOV (iShares 0-3 Month Treasury Bond ETF) | 1.20% | 3.29% | 4.91% | 4.38% | NA | NA | NA | NA |
| SHV (iShares Short Treasury Bond ETF) | 0.50% | 2.85% | 4.21% | 3.92% | 2.27% | 1.75% | 1.18% | NA |
| GBIL (ACCESS TREASURY 0-1 YEAR ETF) | 0.07% | 2.77% | 3.89% | 3.78% | 2.21% | NA | NA | NA |
| BILS (SPDR Bloomberg 3-12 Month T-Bill ETF) | 0.13% | 2.73% | 3.89% | 3.75% | NA | NA | NA | NA |
| GSY (Invesco Ultra Short Duration ETF) | 0.36% | 3.12% | 4.76% | 4.37% | 2.90% | 2.45% | 1.90% | NA |
| ULST (SPDR SSgA Ultra Short Term Bond ETF) | 0.38% | 3.12% | 4.42% | 4.24% | 3.09% | 2.19% | NA | NA |
| ICSH (iShares Ultra Short-Term Bond Active ETF) | 0.61% | 3.22% | 4.69% | 4.37% | 2.82% | 2.23% | NA | NA |
| NEAR (iShares Short Duration Bond Active ETF) | 1.17% | 3.67% | 6.10% | 4.91% | 3.46% | 2.38% | NA | NA |
| MINT (PIMCO Enhanced Short Maturity Active Exchange-Traded Fund) | 0.29% | 2.87% | 4.26% | 4.26% | 2.75% | 2.19% | 1.89% | NA |
| JPST (JPMorgan Ultra-Short Income ETF) | 1.29% | 3.36% | 5.40% | 4.52% | 3.13% | NA | NA | NA |
Short Term Bond ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| BSV (Vanguard Short-Term Bond ETF) | 1.24% | 1.35% | 5.80% | 2.73% | 0.92% | 1.32% | 0.93% | NA |
| SHY (iShares 1-3 Year Treasury Bond ETF) | 1.10% | 1.64% | 5.20% | 2.62% | 0.92% | 1.32% | 1.19% | 1.89% |
| VGSH (Vanguard Short-Term Treasury ETF) | 1.76% | 1.96% | 6.00% | 2.93% | 1.14% | 1.45% | 1.29% | NA |
| SCHO (Schwab Short-Term US Treasury ETF) | 1.44% | 2.51% | 5.98% | 3.49% | 1.56% | 1.66% | NA | NA |
| STIP (iShares 0-5 Year TIPS Bond ETF) | 1.92% | 2.61% | 5.98% | 2.89% | 3.58% | 2.65% | NA | NA |
| SPSB (SPDR Portfolio Short Term Corporate Bond ETF) | 0.43% | 2.57% | 5.32% | 3.53% | 2.09% | NA | NA | NA |
| FLOT (iShares Floating Rate Bond ETF) | -0.27% | 4.59% | 3.97% | 4.72% | 3.42% | 2.37% | NA | NA |
| SPTS (SPDR Portfolio Short Term Treasury ETF) | 1.04% | 1.82% | 5.37% | 2.73% | 1.04% | 1.15% | NA | NA |
| DFSD (Dimensional Short-Duration Fixed Income ETF) | 0.94% | 1.77% | 5.26% | 3.37% | NA | NA | NA | NA |
| FLTR (VanEck IG Floating Rate ETF) | 0.10% | 5.16% | 4.56% | 5.31% | 4.07% | 2.82% | NA | NA |
| LDUR (PIMCO Enhanced Low Duration Active ETF) | 0.61% | 2.12% | 5.13% | 3.31% | 2.21% | 2.07% | NA | NA |
Short Term Investment Grade Corporate Bond ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| VCSH (Vanguard Short-Term Corporate Bond ETF) | 0.67% | 2.39% | 5.92% | 3.44% | 1.87% | 2.25% | 2.60% | NA |
| SLQD (iShares 0-5 Year Investment Grade Corporate Bond ETF) | 0.67% | 2.26% | 5.62% | 3.54% | 1.92% | 2.14% | NA | NA |
| IGSB (iShares 1-5 Year Investment Grade Corporate Bond ETF) | 0.75% | 2.04% | 6.00% | 3.57% | 1.98% | 2.08% | 1.97% | NA |
Intermediate-Term Bond ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| VCIT (Vanguard Intermediate-Term Corporate Bond ETF) | 0.87% | 1.19% | 7.06% | 2.66% | 0.98% | 2.49% | 3.93% | NA |
| IEF (iShares 7-10 Year Treasury Bond ETF) | 2.28% | -1.28% | 5.96% | -0.31% | -2.89% | 0.57% | 2.46% | 3.17% |
| BIV (Vanguard Intermediate-Term Bond ETF) | 1.44% | 0.29% | 6.36% | 1.38% | -0.61% | 1.58% | 3.03% | NA |
| VGIT (Vanguard Intermediate-Term Treasury ETF) | 2.77% | 0.29% | 6.95% | 1.49% | -0.98% | 1.13% | 2.14% | NA |
| IEI (iShares 3-7 Year Treasury Bond ETF) | 2.12% | 0.41% | 6.32% | 1.59% | -0.73% | 1.16% | 1.98% | NA |
| SCHR (Schwab Intermediate-Term US Treasury ETF) | 2.11% | 1.16% | 7.32% | 2.48% | -0.18% | 1.60% | NA | NA |
| SPIB (SPDR Portfolio Intermediate Term Corporate Bond ETF) | 1.17% | 1.87% | 6.79% | 3.19% | 1.61% | 1.74% | 1.64% | NA |
| SCHI (Schwab 5-10 Year Corporate Bond ETF) | 0.94% | 2.76% | 8.91% | 4.38% | 2.44% | NA | NA | NA |
| SPTI (SPDR Portfolio Intermediate Term Treasury ETF) | 2.89% | 0.31% | 7.02% | 1.50% | -0.96% | 1.16% | 1.75% | NA |
| FTSL (First Trust Senior Loan Fund) | -0.47% | 5.20% | 5.43% | 5.47% | 6.04% | 3.80% | NA | NA |
| TDTT (FlexShares iBoxx 3 Year Target Duration TIPS Index Fund) | 2.15% | 3.80% | 6.05% | 2.28% | 3.23% | 2.47% | NA | NA |
| TIPX (SPDR Bloomberg 1-10 Year TIPS ETF) | 2.28% | 3.25% | 6.06% | 1.57% | 2.48% | 2.47% | NA | NA |
Intermediate-Term Investment Grade Coroporate Bond ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| IGIB (iShares 5-10 Year Investment Grade Corporate Bond ETF) | 0.19% | 2.87% | 6.39% | 2.59% | 1.05% | 2.34% | 3.07% | NA |
| CORP (PIMCO Investment Grade Corporate Bond Index ETF) | -0.06% | 3.27% | 5.48% | 2.29% | 0.60% | 2.22% | NA | NA |
Long-Term Bond ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| VCLT (Vanguard Long-Term Corporate Bond ETF) | -1.19% | 4.43% | 3.60% | -1.08% | -2.70% | 1.64% | 4.27% | NA |
| BLV (Vanguard Long-Term Bond ETF) | -0.60% | 3.40% | 2.88% | -3.44% | -5.21% | 0.24% | 3.38% | NA |
| SPLB (SPDR Portfolio Long Term Corporate Bond ETF) | -1.24% | 6.03% | 3.51% | -1.09% | -2.77% | 5.32% | 5.95% | NA |
| ILTB (iShares Core 10+ Year USD Bond ETF) | -0.06% | 3.63% | 3.88% | -2.56% | -4.31% | 0.56% | 3.57% | NA |
Long-Term Government Bond ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| TLT (iShares 20+ Year Treasury Bond ETF) | 1.24% | -12.35% | 2.56% | -7.01% | -9.40% | -1.44% | 2.68% | 3.08% |
| TLH (iShares 10-20 Year Treasury Bond ETF) | 1.21% | -8.42% | 4.42% | -3.81% | -6.87% | -0.76% | 2.08% | NA |
| IEF (iShares 7-10 Year Treasury Bond ETF) | 2.28% | -3.36% | 5.96% | -0.31% | -2.89% | 0.57% | 2.46% | 3.17% |
| SPTL (SPDR Portfolio Long Term Treasury ETF) | 1.42% | -10.85% | 3.77% | -5.68% | -8.49% | -1.27% | 1.99% | NA |
| VGLT (Vanguard Long-Term Treasury ETF) | 1.47% | -10.81% | 3.76% | -5.65% | -8.48% | -0.96% | 2.71% | NA |
| EDV (Vanguard Extended Duration Treasury ETF) | -1.95% | -18.38% | -1.63% | -12.04% | -13.92% | -3.03% | 3.11% | NA |
| ZROZ (PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund) | -2.46% | -20.52% | -3.25% | -14.17% | -15.29% | -3.68% | 2.98% | NA |
| LTPZ (PIMCO 15+ Year US TIPS Index Exchange-Traded Fund) | -1.29% | -13.07% | 0.73% | -8.48% | -5.88% | 0.22% | 3.04% | NA |
| DFIP (Dimensional Inflation-Protected Securities ETF) | 2.17% | -1.79% | 5.67% | 0.15% | NA | NA | NA | NA |
| GNMA (iShares GNMA Bond ETF) | 1.24% | -1.32% | 6.27% | 0.82% | -1.05% | 0.60% | NA | NA |
High Yield Corporate Bond ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| HYG (iShares iBoxx $ High Yield Corporate Bond ETF) | -0.56% | 4.34% | 8.24% | 4.72% | 4.32% | 3.71% | 4.89% | NA |
| USHY (iShares Broad USD High Yield Corporate Bond ETF) | -0.76% | 5.11% | 7.54% | 4.93% | 5.26% | NA | NA | NA |
| JNK (SPDR Bloomberg High Yield Bond ETF) | -2.12% | 3.87% | 5.76% | 3.78% | 4.04% | 3.28% | 4.60% | NA |
| SHYG (iShares 0-5 Year High Yield Corporate Bond ETF) | -0.74% | 4.67% | 6.76% | 5.29% | 5.41% | 4.08% | NA | NA |
| SRLN (SPDR Blackstone Senior Loan ETF) | -2.81% | 4.28% | 3.54% | 3.93% | 5.44% | 3.44% | NA | NA |
| BKLN (Invesco Senior Loan ETF) | -1.80% | 4.29% | 4.66% | 5.50% | 5.00% | 3.37% | NA | NA |
| HYLB (Xtrackers USD High Yield Corporate Bond ETF) | -0.60% | 4.54% | 7.93% | 4.80% | 4.62% | NA | NA | NA |
| SJNK (SPDR Bloomberg Short Term High Yield Bond ETF) | -2.19% | 4.84% | 5.54% | 4.97% | 5.82% | 3.92% | NA | NA |
| ANGL (VanEck Fallen Angel High Yield Bond ETF) | -2.44% | 5.27% | 3.50% | 3.49% | 5.34% | 5.48% | NA | NA |
| FTSL (First Trust Senior Loan Fund) | -0.47% | 4.95% | 5.43% | 5.47% | 6.04% | 3.80% | NA | NA |
| FALN (iShares Fallen Angels USD Bond ETF) | -1.85% | 5.77% | 4.85% | 4.40% | 6.04% | NA | NA | NA |
| HYLS (First Trust Tactical High Yield ETF) | -0.32% | 4.05% | 6.82% | 3.13% | 3.62% | 3.39% | NA | NA |
| SPHY (SPDR Portfolio High Yield Bond ETF) | -0.99% | 5.34% | 7.48% | 4.99% | 5.90% | 4.25% | NA | NA |
| HYGV (FlexShares High Yield Value-Scored Bond Index Fund) | -1.93% | 4.79% | 5.66% | 3.53% | 5.77% | NA | NA | NA |
| HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) | -1.98% | 4.68% | 6.03% | 5.46% | 6.06% | 4.01% | NA | NA |
| HYEM (VanEck Emerging Markets High Yield Bond ETF) | -1.45% | 3.66% | 7.88% | 5.19% | 4.72% | 3.73% | NA | NA |
| PHB (Invesco Fundamental High Yield Corporate Bond ETF) | -1.48% | 4.11% | 4.66% | 4.13% | 4.19% | 3.56% | 4.56% | NA |
Active ETFs
The return data shown below all have the same latest date: 04/14/2025.
| Name | YTD Return | Inception | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| AVUS (Avantis U.S. Equity ETF) | -9.04% | 20.58% | 3.78% | 6.86% | 16.00% | NA | NA | NA |
| AVLV (Avantis U.S. Large Cap Value ETF) | -8.72% | 18.82% | -0.05% | 6.16% | NA | NA | NA | NA |
| CGDV (Capital Group Dividend Value ETF) | -2.95% | 31.17% | 10.07% | 11.99% | NA | NA | NA | NA |
| CGGR (Capital Group Growth ETF) | -10.84% | 32.86% | 7.54% | 9.97% | NA | NA | NA | NA |
| DFAC (Dimensional U.S. Core Equity 2 ETF) | -9.14% | 18.78% | 3.80% | 6.63% | NA | NA | NA | NA |
| DFAU (Dimensional US Core Equity Market ETF) | -9.01% | 21.91% | 5.87% | 7.63% | NA | NA | NA | NA |
| DFLV (Dimensional US Large Cap Value ETF) | -4.83% | 16.46% | 1.07% | NA | NA | NA | NA | NA |
| DFAS (Dimensional U.S. Small Cap ETF) | -14.27% | 4.06% | -3.57% | 1.67% | NA | NA | NA | NA |
| DFAR (Dimensional US Real Estate ETF) | -3.52% | 10.04% | 10.67% | -3.85% | NA | NA | NA | NA |
| FBCG (Fidelity Blue Chip Growth ETF) | -16.60% | 30.52% | 3.76% | 11.09% | NA | NA | NA | NA |
| PJFG (PGIM Jennison Focused Growth ETF) | -12.10% | 29.39% | 4.93% | NA | NA | NA | NA | NA |
| PVAL (Putnam Focused Large Cap Value ETF) | -3.42% | 26.54% | 4.78% | 9.97% | 12.55% | NA | NA | NA |
| DFIC (Dimensional International Core Equity 2 ETF) | 5.84% | 15.86% | 7.90% | 6.24% | NA | NA | NA | NA |
| DFAI (Dimensional International Core Equity Market ETF) | 4.90% | 14.85% | 7.24% | 6.20% | NA | NA | NA | NA |
| TCHP (T. Rowe Price Blue Chip Growth ETF) | -11.16% | 35.15% | 8.59% | 11.02% | NA | NA | NA | NA |
| TCAF (T. Rowe Price Capital Appreciation Equity ETF) | -5.68% | 23.64% | 7.56% | NA | NA | NA | NA | NA |
| TEQI (T. Rowe Price Equity Income ETF) | -3.70% | 17.62% | 4.40% | 4.03% | NA | NA | NA | NA |
| TGRW (T. Rowe Price Growth Stock ETF) | -12.36% | 27.47% | 4.06% | 8.69% | NA | NA | NA | NA |
| TDVG (T. Rowe Price Dividend Growth ETF) | -1.82% | 20.27% | 7.20% | 6.75% | NA | NA | NA | NA |
| JEPI (JPMorgan Equity Premium Income ETF) | -4.97% | 12.42% | 3.87% | 4.51% | NA | NA | NA | NA |
| ARKK (ARK Innovation ETF) | -18.51% | 3.86% | 4.24% | -7.78% | -1.28% | 9.01% | NA | NA |
| PDBC (Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF) | -2.46% | -0.80% | -7.58% | -6.34% | 14.46% | 3.10% | NA | NA |
| DIVO (Amplify CWP Enhanced Dividend Income ETF) | -0.69% | 21.36% | 10.44% | 7.22% | 13.26% | NA | NA | NA |
| GMOM (Cambria Global Momentum ETF) | -2.92% | 3.53% | 1.20% | -3.32% | 6.72% | 3.07% | NA | NA |
| FTGC (First Trust Global Tactical Commodity Strategy Fund) | 1.15% | 9.50% | 1.09% | -1.53% | 15.84% | 2.53% | NA | NA |
| ARKG (ARK Genomic Revolution ETF) | -9.34% | -39.35% | -14.26% | -20.42% | -9.43% | -0.15% | NA | NA |
| ARKW (ARK Next Generation Internet ETF) | -14.05% | 62.45% | 22.59% | 6.12% | 9.89% | 17.72% | NA | NA |
| SECT (Main Sector Rotation ETF) | -10.61% | 15.69% | 1.83% | 6.53% | 14.93% | NA | NA | NA |
| ARKQ (ARK Autonomous Technology & Robotics ETF) | -14.59% | 17.72% | 28.72% | 1.37% | 12.77% | 13.21% | NA | NA |
| RPAR (RPAR Risk Parity ETF) | 0.59% | 1.01% | 2.56% | -3.12% | 0.92% | NA | NA | NA |
| ARKF (ARK Fintech Innovation ETF) | -11.63% | 58.55% | 19.23% | 8.82% | 7.69% | NA | NA | NA |
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