ETF Performance Summary: U.S. Equity

Primary U.S. Equity Index ETFs

• DIA
• SPDR Dow Jones Industrial Average
• 
• $12,162
• +1.2%
• +5.5%
• +22.7%
• +13.9%
• +8.1%
• IWM
• iShares Russell 2000 Index Fund
• 
• $15,541
• +2.2%
• +12.5%
• +28.5%
• +26.9%
• -4.4%
• QQQ
• PowerShares Nasdaq-100 Index
• 
• $31,020
• +1.4%
• +11.1%
• +54.7%
• +19.9%
• +3.4%
• SPY
• SPDR S&P 500 Index
• 
• $99,008
• +1.4%
• +7.2%
• +26.4%
• +15.1%
• +1.9%
• VTI
• Vanguard MSCI Total U.S. Stock Market
• 
• $20,652
• +1.5%
• +8.1%
• +28.9%
• +17.4%
• +1.0%

U.S. Dividend Indexes

• DES
• WisdomTree SmallCap Dividend
• 
• $279
• +2.1%
• +11.1%
• +22.2%
• +27.0%
• -2.0%
• DHS
• WisdomTree U.S. Equity Dividend Income
• 
• $395
• +0.8%
• +1.5%
• +17.0%
• +17.6%
• +14.2%
• DLN
• Wisdomtree U.S. LargeCap Dividend
• 
• $1,101
• +1.1%
• +4.5%
• +17.3%
• +15.0%
• +9.4%
• DON
• WisdomTree U.S. Midcap Dividend Fund
• 
• $325
• +1.7%
• +6.8%
• +31.9%
• +21.6%
• +5.3%
• DTD
• WisdomTree U.S. Dividend-Weighted Index
• 
• $212
• +1.2%
• +5.0%
• +19.6%
• +16.3%
• +8.4%
• DTN
• WisdomTree U.S. Dividend ex-Financials
• 
• $1,155
• +1.1%
• +4.0%
• +25.6%
• +21.4%
• +11.9%
• DVY
• iShares DJ Select Dividend Index
• 
• $9,794
• +1.0%
• +2.1%
• +11.1%
• +17.8%
• +11.8%
• FDL
• First Trust Morningstar Dividend Leaders
• 
• $465
• +0.5%
• -1.1%
• +13.3%
• +16.1%
• +14.4%
• FVD
• First Trust U.S. Value Line Dividend
• 
• $392
• +0.9%
• +3.5%
• +19.2%
• +16.0%
• +9.0%
• HDV
• iShares High Dividend Equity
• 
• $1,088
• +0.4%
• -0.8%
• N/A
• N/A
• N/A
• KBWD
• PowerSh KBW Financial Sector High-Dividend
• 
• $41
• +1.2%
• +10.1%
• N/A
• N/A
• -0.6%
• PEY
• PowerShares Dividend Achiever 50
• 
• $375
• +1.1%
• +2.6%
• +3.5%
• +20.9%
• +8.6%
• PFM
• PowerShares U.S. Dividend Achiever Index
• 
• $309
• +0.9%
• +2.7%
• +10.7%
• +14.8%
• +9.1%
• SCHD
• Schwab U.S. Dow Jones Dividend 100
• 
• $233
• +1.0%
• +3.4%
• N/A
• N/A
• N/A
• SDY
• SPDR S&P U.S. Dividend Aristocrats
• 
• $8,792
• +1.2%
• +4.1%
• +19.2%
• +16.4%
• +7.1%
• VIG
• Vanguard Dividend Appreciation
• 
• $9,632
• +1.2%
• +4.6%
• +19.6%
• +14.7%
• +6.2%
• VYM
• Vanguard High Dividend Yield Index
• 
• $2,718
• +1.0%
• +3.7%
• +17.2%
• +14.2%
• +10.5%

U.S. Small & Midcap

• FDM
• First Trust DJ Select MicroCap
• 
• $56
• +2.4%
• +12.6%
• +20.0%
• +25.6%
• -8.6%
• FNX
• First Trust AlphaDEX Mid Cap Core
• 
• $266
• +2.0%
• +10.4%
• +46.8%
• +26.6%
• +0.8%
• FYX
• First Trust AlphaDEX Small Cap Core
• 
• $140
• +2.0%
• +12.9%
• +36.8%
• +27.3%
• -0.4%
• IJH
• iShares S&P MidCap 400 Index
• 
• $10,046
• +1.7%
• +10.8%
• +37.8%
• +26.7%
• -2.2%
• IJR
• iShares S&P SmallCap 600 Index
• 
• $7,355
• +2.2%
• +11.9%
• +25.9%
• +26.6%
• +0.8%
• IWC
• iShares Russell Microcap Index
• 
• $417
• +2.1%
• +14.3%
• +23.7%
• +29.6%
• -9.8%
• IWR
• iShares Russell Midcap Index Fund
• 
• $6,414
• +1.6%
• +9.5%
• +40.7%
• +25.4%
• -1.8%
• MDY
• S&P MidCap 400 SPDRs
• 
• $10,329
• +1.6%
• +10.7%
• +37.6%
• +26.3%
• -2.1%
• PRFZ
• PowerSh RAFI US 1500 Sml-Midcap
• 
• $403
• +2.2%
• +12.7%
• +58.7%
• +28.3%
• -6.0%
• RSP
• Rydex S&P Equal Stock Weight
• 
• $2,919
• +1.7%
• +9.0%
• +44.6%
• +21.4%
• -0.7%
• SCHA
• Schwab Dow Jones U.S. Small-Cap
• 
• $575
• +2.1%
• +12.1%
• N/A
• +28.6%
• -3.1%
• SCHM
• Schwab Dow Jones U.S. Mid-Cap
• 
• $162
• +1.8%
• +10.7%
• N/A
• N/A
• N/A
• VB
• Vanguard MSCI U.S. Small Cap
• 
• $3,986
• +2.1%
• +11.9%
• +36.6%
• +28.1%
• -2.8%
• VO
• Vanguard MSCI U.S. Mid Cap
• 
• $3,485
• +1.7%
• +10.4%
• +40.4%
• +25.7%
• -2.1%
• VXF
• Vanguard S&P U.S. Small & Midcap
• 
• $1,235
• +2.0%
• +12.4%
• +37.9%
• +27.6%
• -3.6%

U.S. Large Cap

• ISI
• iShares S&P 1500 Index Fund
• 
• $335
• +1.6%
• +7.5%
• +26.6%
• +16.2%
• +1.7%
• IVV
• iShares S&P 500 Index Fund
• 
• $28,078
• +1.4%
• +7.2%
• +26.6%
• +15.1%
• +1.9%
• IWB
• iShares Russell 1000 Index Fund
• 
• $6,516
• +1.5%
• +7.8%
• +28.3%
• +16.1%
• +1.2%
• IWV
• iShares Russell 3000 Index Fund
• 
• $3,238
• +1.5%
• +8.0%
• +28.3%
• +16.9%
• +0.8%
• IYY
• iShares DJ U.S. Index Fund
• 
• $584
• +1.5%
• +7.7%
• +28.2%
• +16.5%
• +1.1%
• MGC
• Vanguard MSCI Mega Cap 300
• 
• $364
• +1.4%
• +6.9%
• +25.2%
• +13.7%
• +2.3%
• OEF
• iShares S&P U.S. 100 Index
• 
• $3,346
• +1.3%
• +6.6%
• +22.1%
• +12.4%
• +2.8%
• PRF
• FTSE RAFI US 1000 Portfolio
• 
• $1,245
• +1.5%
• +7.0%
• +41.8%
• +19.7%
• -0.4%
• RWL
• RevenueShares U.S. Large Cap Fund
• 
• $172
• +1.4%
• +7.8%
• +29.9%
• +16.9%
• +0.3%
• SCHB
• Schwab Dow Jones U.S. Broad Market
• 
• $924
• +1.5%
• +7.8%
• N/A
• +17.1%
• +1.4%
• SCHX
• Schwab Dow Jones U.S. Large-Cap
• 
• $762
• +1.4%
• +7.5%
• N/A
• +15.9%
• +1.5%
• VOO
• Vanguard S&P 500
• 
• $2,605
• +1.4%
• +7.2%
• N/A
• N/A
• +1.9%
• VV
• Vanguard MSCI U.S. Large Cap
• 
• $3,154
• +1.4%
• +7.7%
• +27.4%
• +15.9%
• +1.4%
• XLG
• Rydex Russell Top 50
• 
• $475
• +1.3%
• +6.0%
• +20.3%
• +9.3%
• +4.2%

U.S. Sector ETFs (SPDR)

• XLB
• U.S. Materials Sector SPDR
• 
• $1,942
• +1.4%
• +13.1%
• +48.2%
• +20.8%
• -10.9%
• XLE
• U.S. Energy Sector SPDR
• 
• $7,548
• +1.8%
• +5.3%
• +21.8%
• +21.8%
• +2.8%
• XLF
• U.S. Financial Sector SPDR
• 
• $6,525
• +2.7%
• +13.3%
• +17.6%
• +11.9%
• -17.1%
• XLI
• U.S. Industrials Sector SPDR
• 
• $3,646
• +1.7%
• +10.4%
• +22.1%
• +27.8%
• -1.1%
• XLK
• U.S. Technology Sector SPDR
• 
• $8,234
• +1.3%
• +8.9%
• +51.3%
• +11.4%
• +2.6%
• XLP
• U.S. Consumer Staples Sector SPDR
• 
• $4,770
• +0.3%
• +0.0%
• +14.3%
• +13.8%
• +14.1%
• XLU
• U.S. Utilities Sector SPDR
• 
• $6,765
• +0.3%
• -3.2%
• +11.7%
• +5.3%
• +19.6%
• XLV
• U.S. Health Care Sector SPDR
• 
• $4,035
• +0.6%
• +4.4%
• +19.5%
• +3.3%
• +12.4%
• XLY
• U.S. Consumer Discret Sector SPDR
• 
• $2,733
• +2.1%
• +8.3%
• +40.6%
• +27.4%
• +6.0%

U.S. Sector ETFs (Vanguard)

• VAW
• Vanguard MSCI U.S. Materials
• 
• $593
• +1.5%
• +14.7%
• +51.4%
• +24.5%
• -9.5%
• VCR
• Vanguard MSCI U.S. Consumer Discretionary
• 
• $382
• +2.1%
• +9.4%
• +46.4%
• +30.6%
• +3.6%
• VDC
• Vanguard MSCI U.S. Consumer Staples
• 
• $904
• +0.4%
• +0.5%
• +16.6%
• +14.6%
• +13.6%
• VDE
• Vanguard MSCI U.S. Energy
• 
• $1,807
• +1.8%
• +5.0%
• +25.5%
• +21.1%
• +2.8%
• VFH
• Vanguard MSCI U.S. Financials
• 
• $629
• +2.5%
• +12.6%
• +14.3%
• +14.8%
• -14.3%
• VGT
• Vanguard MSCI U.S. Technology
• 
• $2,064
• +1.5%
• +11.3%
• +61.9%
• +12.8%
• +0.6%
• VHT
• Vanguard MSCI U.S. Health Care
• 
• $772
• +0.6%
• +5.8%
• +21.8%
• +5.6%
• +10.7%
• VIS
• Vanguard MSCI U.S. Industrials
• 
• $477
• +1.9%
• +11.2%
• +22.1%
• +27.3%
• -2.3%
• VOX
• Vanguard MSCI U.S. Telecom Services
• 
• $405
• +1.1%
• +1.9%
• +29.4%
• +19.5%
• -2.2%
• VPU
• Vanguard MSCI U.S. Utilities
• 
• $1,022
• +0.4%
• -3.0%
• +11.3%
• +7.0%
• +19.0%

U.S. Growth vs Value

• IJJ
• iShares S&P MidCap 400 Value
• 
• $2,114
• +1.7%
• +10.5%
• +34.4%
• +22.6%
• -2.7%
• IJK
• iShares S&P MidCap 400 Growth
• 
• $2,818
• +1.6%
• +10.8%
• +41.1%
• +30.4%
• -1.3%
• IJS
• iShares S&P SmallCap 600 Value
• 
• $1,889
• +2.1%
• +13.5%
• +22.4%
• +24.7%
• -1.6%
• IJT
• iShares S&P SmallCap 600 Growth
• 
• $1,598
• +2.2%
• +10.2%
• +28.8%
• +28.2%
• +3.3%
• IVE
• iShares S&P 500 Value Index Fund
• 
• $4,356
• +1.7%
• +8.1%
• +20.9%
• +14.9%
• -0.7%
• IVW
• iShares S&P 500 Growth Index Fund
• 
• $6,614
• +1.2%
• +6.3%
• +31.1%
• +14.9%
• +4.4%
• IWD
• iShares Russell 1000 Value
• 
• $11,602
• +1.6%
• +6.7%
• +19.2%
• +15.5%
• +0.1%
• IWF
• iShares Russell 1000 Growth
• 
• $15,041
• +1.4%
• +8.7%
• +36.7%
• +16.5%
• +2.3%
• IWN
• iShares Russell 2000 Value
• 
• $4,325
• +2.1%
• +11.7%
• +20.6%
• +24.7%
• -5.8%
• IWO
• iShares Russell 2000 Growth
• 
• $3,753
• +2.4%
• +13.1%
• +34.6%
• +29.4%
• -3.0%
• IWP
• iShares Russell Midcap Growth
• 
• $3,068
• +1.6%
• +10.8%
• +46.4%
• +26.1%
• -1.9%
• IWS
• iShares Russell Midcap Value
• 
• $2,895
• +1.6%
• +8.2%
• +33.2%
• +24.5%
• -1.6%
• IWW
• iShares Russell 3000 Value Index
• 
• $307
• +1.6%
• +7.0%
• +19.6%
• +15.8%
• -0.3%
• IWZ
• iShares Russell 3000 Growth
• 
• $348
• +1.4%
• +8.9%
• +36.8%
• +17.4%
• +1.9%
• MGK
• Vanguard U.S. Mega Cap 300 Growth
• 
• $565
• +1.3%
• +8.5%
• +35.0%
• +14.5%
• +3.1%
• MGV
• Vanguard MSCI Mega Cap 300 Value
• 
• $367
• +1.5%
• +5.7%
• +15.7%
• +13.1%
• +1.4%
• RFG
• Rydex S&P MidCap 400 Pure Growth
• 
• $562
• +1.5%
• +11.7%
• +60.8%
• +34.8%
• +0.2%
• RFV
• Rydex S&P Midcap 400 Pure Value
• 
• $43
• +2.0%
• +13.0%
• +59.7%
• +22.3%
• -5.6%
• RPG
• Rydex S&P 500 Pure Growth
• 
• $293
• +1.4%
• +9.4%
• +49.3%
• +26.9%
• +0.4%
• RPV
• Rydex S&P 500 Pure Value ETF
• 
• $85
• +2.9%
• +12.7%
• +53.5%
• +22.5%
• -1.2%
• RZV
• Rydex S&P SmallCap 600 Pure Value
• 
• $69
• +2.8%
• +17.1%
• +62.7%
• +28.5%
• -8.0%
• SCHG
• Schwab Dow Jones U.S. Large Cap Growth
• 
• $359
• +1.5%
• +10.4%
• N/A
• +16.9%
• -0.7%
• SCHV
• Schwab Dow Jones U.S. Large Cap Value
• 
• $293
• +1.4%
• +4.9%
• N/A
• +14.8%
• +3.6%
• VBK
• Vanguard MSCI U.S. Small Cap Growth
• 
• $2,016
• +2.1%
• +12.3%
• +42.8%
• +30.9%
• -1.6%
• VBR
• Vanguard MSCI U.S. SmallCap Value
• 
• $1,885
• +2.0%
• +11.6%
• +30.9%
• +25.1%
• -4.2%
• VOE
• Vanguard MSCI U.S. Midcap Value
• 
• $874
• +1.8%
• +9.3%
• +38.2%
• +21.8%
• -0.4%
• VOT
• Vanguard MSCI U.S. Midcap Growth
• 
• $1,189
• +1.6%
• +11.6%
• +43.9%
• +29.1%
• -3.9%
• VTV
• Vanguard MSCI U.S. LargeCap Value
• 
• $5,314
• +1.5%
• +6.3%
• +19.9%
• +14.5%
• +1.1%
• VUG
• Vanguard MSCI U.S. LargeCap Growth
• 
• $6,477
• +1.4%
• +9.0%
• +36.1%
• +17.2%
• +1.8%

U.S. Industry ETFs

• FBT
• First Trust NYSE Arca Biotechnology Index
• 
• $211
• +0.7%