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Summary
Equities
U.S. Equity
U.S. Sector ETFs
International Equity
Emerging Markets
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through: Dec 09, 2024
ETF Return Summary
ETF
Name
Assets *
1-Day Rtn
Year
-To
-Date Return
2023
2022
2021
U.S. Equity Index ETFs
IWD
First Data: May 22, 2000
IWD Issuer Website
iShares Russell 1000 Value
$59,833
-0.6%
+19.5%
+11.4%
-7.7%
+24.9%
IWF
First Data: May 22, 2000
IWF Issuer Website
iShares Russell 1000 Growth
$97,398
-0.7%
+35.8%
+42.6%
-29.3%
+27.4%
IWM
First Data: May 26, 2000
IWM Issuer Website
iShares Russell 2000 Index Fund
$67,852
-0.5%
+19.5%
+16.8%
-20.5%
+14.5%
IWR
First Data: Jul 17, 2001
IWR Issuer Website
iShares Russell Midcap Index Fund
$36,196
-0.9%
+22.0%
+17.1%
-17.5%
+22.4%
QQQ
First Data: Mar 10, 1999
QQQ Issuer Website
Nasdaq-100 ETF
$288,091
-0.8%
+28.1%
+54.9%
-32.6%
+27.4%
SPY
First Data: Jan 29, 1993
SPY Issuer Website
S&P 500 Index
$578,732
-0.5%
+28.4%
+26.2%
-18.2%
+28.7%
VTI
First Data: May 24, 2001
VTI Issuer Website
Vanguard Total U.S. Stock Market
$436,264
-0.6%
+28.0%
+26.1%
-19.5%
+25.7%
International Equity
ACWI
First Data: Mar 26, 2008
ACWI Issuer Website
iShares MSCI All-World ACWI Index
$19,241
-0.2%
+21.7%
+22.3%
-18.4%
+18.7%
DFAI
First Data: Nov 18, 2020
DFAI Issuer Website
Dimensional Int'l Core Equity (DFIEX)
$7,260
-0.1%
+9.1%
+17.6%
-12.9%
+13.9%
VEA
First Data: Jul 26, 2007
VEA Issuer Website
Vanguard FTSE Developed Ex North America
$141,546
-0.2%
+7.6%
+17.9%
-15.4%
+11.7%
VEU
First Data: Mar 02, 2007
VEU Issuer Website
Vanguard FTSE All-World ex-US
$41,248
+0.6%
+10.2%
+15.9%
-15.6%
+8.3%
Emerging Markets Equity
EWX
First Data: May 22, 2008
EWX Issuer Website
SPDR S&P Emerging Markets Small Cap
$799
+2.0%
+12.9%
+18.2%
-15.0%
+18.2%
VWO
First Data: Mar 04, 2005
VWO Issuer Website
Vanguard FTSE Emerging Markets
$86,891
+2.4%
+16.5%
+9.3%
-18.0%
+1.3%
U.S. Treasury Bonds/TIPS
IEF
First Data: Jul 22, 2002
IEF Issuer Website
iShares Barclays 7-10 Yr Treasury
$33,494
-0.3%
+1.7%
+3.6%
-15.2%
-3.3%
TIP
First Data: Dec 04, 2003
TIP Issuer Website
iShares Barclays TIPS
$18,305
-0.2%
+3.5%
+3.8%
-12.2%
+5.7%
Corporate/Credit Bonds
IGSB
First Data: Jan 05, 2007
IGSB Issuer Website
iShares Barclays 1-3 Year Credit (2yr)
$21,059
-0.1%
+5.4%
+6.4%
-5.6%
-0.6%
LQD
First Data: Jul 22, 2002
LQD Issuer Website
iShares iBoxx Invest Grade Bond
$29,517
-0.3%
+3.9%
+9.4%
-17.9%
-1.8%
VCLT
First Data: Nov 23, 2009
VCLT Issuer Website
Vanguard Long-Term Corp Bond (12+yr)
$14,157
-0.5%
+2.9%
+11.2%
-25.5%
-1.7%
Quasi-Equity: REITs, Preferreds, MLPs etc
AMLP
First Data: Sep 01, 2010
AMLP Issuer Website
ALPS Alerian MLP Infrastructure Index
$8,966
-1.5%
+25.2%
+21.4%
+25.5%
+39.0%
PFF
First Data: Mar 26, 2007
PFF Issuer Website
iShares S&P US Preferred Stock Index
$15,278
-0.3%
+10.1%
+9.2%
-18.2%
+7.1%
VNQ
First Data: Oct 01, 2004
VNQ Issuer Website
Vanguard MSCI U.S. REIT
$37,027
+0.3%
+11.7%
+11.8%
-26.2%
+40.5%
Commodities
DBC
First Data: Feb 06, 2006
DBC Issuer Website
PowerShares DB Commodity Index
$1,511
+1.0%
+0.4%
-6.2%
+19.3%
+41.4%
GLD
First Data: Nov 18, 2004
GLD Issuer Website
SPDR Gold Shares
$74,373
+1.0%
+28.3%
+12.7%
-0.8%
-4.1%
Int'l Bonds / Currencies
BNDX
First Data: Jun 04, 2013
BNDX Issuer Website
Vanguard Total International Bond
$60,440
-0.1%
+4.6%
+8.8%
-12.8%
-2.3%
BWX
First Data: Oct 11, 2007
BWX Issuer Website
SPDR Barcap Global Ex-U.S. Bond
$1,035
-0.3%
-2.8%
+5.1%
-19.7%
-8.7%
EMB
First Data: Dec 19, 2007
EMB Issuer Website
iShares JPM Emerg Markets Bond
$15,792
-0.2%
+8.5%
+10.6%
-18.6%
-2.2%
EMLC
First Data: Jul 23, 2010
EMLC Issuer Website
Market Vectors Local Currency Bond
$2,902
+0.2%
-0.5%
+11.2%
-10.5%
-9.7%
UUP
First Data: Feb 20, 2007
UUP Issuer Website
PowerShares DB U.S. Dollar Index
$308
+0.2%
+10.7%
+3.6%
+9.5%
+5.7%
Derivatives - Leveraged and Volatility Products
SSO
First Data: Jun 20, 2006
SSO Issuer Website
+2x ProShares Leveraged Long S&P 500
$5,091
-1.1%
+52.6%
+46.7%
-39.0%
+60.6%
TQQQ
First Data: Feb 11, 2010
TQQQ Issuer Website
+3x ProShares Leveraged NASDAQ-100
$23,313
-2.3%
+70.8%
+198.3%
-79.1%
+83.0%
All returns are
Total Return
: calculated using market prices and include any dividends
* Total Net Assets (million) as of end
Oct-2024