through: Oct 16, 2025

ETF Return Summary: U.S. Equity Index ETFs

ETF Name Assets * 1-Day Rtn Year-To-Date Return 2024 2023 2022

Primary U.S. Equity Index ETFs
IWD iShares Russell 1000 Value $64,382 -1.0%
+10.5%
+14.2% +11.4% -7.7%
IWF iShares Russell 1000 Growth $122,735 -0.5%
+16.1%
+33.1% +42.6% -29.3%
IWM iShares Russell 2000 Index Fund $69,182 -2.1%
+11.8%
+11.4% +16.8% -20.5%
IWR iShares Russell Midcap Index Fund $44,967 -1.2%
+8.6%
+15.2% +17.1% -17.5%
QQQ Nasdaq-100 ETF $384,226 -0.4%
+17.8%
+25.6% +54.9% -32.6%
SPY S&P 500 Index $675,814 -0.7%
+13.7%
+24.9% +26.2% -18.2%
VTI Vanguard Total U.S. Stock Market $549,186 -0.8%
+13.5%
+23.8% +26.1% -19.5%

Smart Beta Sample
CDC VictoryShares US EQ Inc Enh Vol Wtd ETF $741 -1.2%
+7.4%
+14.5% -5.0% -7.8%
FDLO Fidelity Low Volatility Factor ETF $1,378 -1.0%
+8.0%
+16.1% +16.4% -10.4%
FDMO Fidelity Momentum Factor ETF $544 -0.7%
+18.4%
+32.8% +24.8% -19.3%
FQAL Fidelity Quality Factor ETF $1,123 -0.5%
+13.6%
+21.9% +24.2% -19.7%
FTCS First Trust Capital Strength (Low Vol) $8,424 -1.1%
+5.5%
+11.2% +8.5% -10.2%
FVAL Fidelity Value Factor ETF $1,067 -0.6%
+12.3%
+18.0% +23.1% -14.4%
GSEW Goldman Equal-Weight U.S. $1,360 -1.1%
+10.0%
+16.9% +17.8% -17.6%
JMOM JP Morgan US Momentum Factor ETF $1,686 -0.8%
+16.0%
+28.5% +22.9% -20.8%
LGLV SPDR SSGRA US Large Cap Low Vol ETF $1,097 -1.1%
+6.7%
+16.2% +9.2% -8.2%
LRGF iShares EDGE Multifactor USA ETF $2,953 -0.7%
+13.7%
+26.6% +25.9% -14.8%
LVHD Franklin U.S. Low Vol High Div ETF $602 -0.8%
+8.3%
+10.2% -1.0% -1.8%
MMTM SPDR S&P 1500 Momentum Tilt ETF $149 -0.6%
+9.4%
+29.9% +22.5% -16.1%
MTUM iShares MSCI USA Momentum Factor ETF $19,418 -0.8%
+23.1%
+32.9% +9.2% -18.3%
ONEO SPDR Russell 1000 Momentum ETF $96 -1.1%
+7.8%
+15.0% +15.6% -12.0%
ONEV SPDR Russell 1000 Low Vol Foc ETF $586 -0.8%
+5.9%
+11.7% +13.3% -8.2%
ONEY SPDR Russell 1000 Yield ETF $882 -0.9%
+4.6%
+11.6% +11.1% -3.6%
PDP PowerShares DWA Momentum Portfolio $1,350 -1.1%
+11.1%
+26.1% +20.9% -24.5%
QGRO American Century STOXX US Quality Growth $2,052 -0.6%
+13.1%
+31.4% +32.4% -24.5%
QUAL iShares MSCI USA Quality Factor ETF $53,342 -0.7%
+8.7%
+22.3% +30.9% -20.5%
QUS SPDR MSCI USA StrategicFactors ETF $1,529 -0.8%
+9.9%
+19.0% +21.8% -14.1%
SIZE iShares MSCI USA Size Factor ETF $371 -1.1%
+8.0%
+14.4% +17.8% -15.9%
SMLV SPDR SSGA US Small Cap Low Vol ETF $200 -1.4%
+1.0%
+16.8% +7.6% -7.7%
SMMV iShares Edge MSCI Min Vol USA Sml Cap ETF $299 -0.6%
+4.0%
+18.3% +5.1% -10.0%
SPHQ Invesco S&P 500 Quality ETF $15,119 -0.6%
+9.9%
+25.4% +24.8% -15.8%
SPLV Invesco S&P 500 Low Volatility ETF $7,789 -1.1%
+4.4%
+13.9% +0.5% -4.9%
SPMO Invesco S&P 500 Momentum ETF $13,216 -0.8%
+27.2%
+45.8% +17.5% -10.5%
ULVM VictoryShares USAA MSCI USA Value Mom ETF $176 -1.5%
+11.8%
+19.8% +10.2% -9.0%
USMV iShares MSCI USA Minimum Volatility Index $23,299 -1.0%
+6.3%
+15.7% +10.3% -9.4%
VFMF Vanguard U.S. Multifactor ETF $410 -1.5%
+9.7%
+15.6% +18.5% -5.7%
VFMO Vanguard US Momentum Factor ETF $1,217 -2.0%
+19.4%
+26.1% +16.3% -12.8%
VFMV Vanguard US Minimum Volatility ETF $301 -0.9%
+8.1%
+16.9% +8.9% -5.7%
VFQY Vanguard U.S. Quality Factor ETF $422 -1.5%
+5.9%
+12.9% +22.5% -15.7%
VFVA Vanguard U.S. Value Factor ETF $757 -1.6%
+6.8%
+7.7% +17.4% -3.9%
VLUE iShares MSCI USA Value Weighted Index Fund $8,256 -0.8%
+20.9%
+7.3% +14.3% -14.2%

U.S. Dividend ETFs
CGDV Capital Group Dividend Value $22,710 -0.5%
+19.3%
+20.1% +28.8% N/A
DES WisdomTree SmallCap Dividend $1,890 -1.7%
-2.2%
+9.9% +16.5% -11.0%
DGRO iShares Core Dividend Growth ETF $34,538 -0.9%
+11.8%
+16.6% +10.5% -7.9%
DGRW WisdomTree US Quality Dividend Growth $16,282 -0.7%
+10.0%
+17.0% +18.7% -6.3%
DHS WisdomTree U.S. Equity Dividend Income $1,299 -1.3%
+8.9%
+18.0% -0.2% +7.9%
DIV Global X SuperDividend U.S. $650 -0.6%
-0.1%
+11.3% -1.7% -3.9%
DIVB iShares US Dividend & Buyback $1,027 -1.0%
+10.4%
+18.6% +13.3% -10.5%
DIVO Amplify Enhanced Dividend Inc ETF $5,237 -0.9%
+12.4%
+16.2% +7.0% -1.5%
DLN Wisdomtree U.S. LargeCap Dividend $5,426 -0.9%
+12.1%
+19.7% +9.9% -3.8%
DON WisdomTree U.S. Midcap Dividend Fund $3,776 -1.5%
+1.2%
+14.2% +14.0% -4.7%
DTD WisdomTree U.S. Dividend-Weighted Index $1,447 -1.1%
+10.9%
+18.6% +10.6% -3.8%
DVY iShares DJ Select Dividend Index $20,921 -1.5%
+8.9%
+16.3% +1.2% +1.8%
FDL First Trust Morningstar Dividend Leaders $5,816 -0.9%
+8.3%
+17.1% +2.9% +6.7%
FDVV Fidelity High Dividend ETF $7,163 -0.8%
+13.3%
+21.8% +18.0% -4.2%
FVD First Trust U.S. Value Line Dividend $9,041 -0.7%
+6.2%
+10.0% +4.1% -5.3%
HDV iShares High Dividend Equity $11,699 -0.4%
+10.2%
+14.2% +1.7% +7.1%
KBWD PowerSh KBW Financial Sector High-Dividend $416 -2.3%
-0.8%
+4.3% +20.2% -19.1%
KNG FT Cboe S&P-500 Dividend Aristo Tgt Income $3,674 -0.8%
+3.3%
+6.0% +7.5% -7.1%
NOBL ProShares S&P 500 Dividend Aristocrats $11,424 -0.9%
+3.5%
+6.7% +8.1% -6.5%
PEY PowerShares Dividend Achiever 50 $1,111 -1.1%
+1.4%
+5.2% +7.3% +2.4%
PFM PowerShares U.S. Dividend Achiever Index $736 -0.9%
+11.4%
+16.9% +11.4% -6.2%
QDEF FlexShares Quality Dividend Defensive ETF $483 -0.5%
+13.6%
+21.2% +17.5% -10.9%
QDF FlexShares Quality Dividend Index $1,989 -0.6%
+12.3%
+16.9% +19.7% -12.1%
QDPL Pacer Metaurus US Large Cap DVD 400 $1,254 -1.0%
+12.6%
+22.8% +23.6% -16.2%
RDIV RevenueShares Ultra Dividend Fund $846 -1.2%
+9.2%
+15.1% +4.7% +7.1%
RDVI FT Cboe Vest Rising Div Achievers Tgt Inc $2,367 -1.1%
+11.3%
+14.5% +18.6% N/A
REGL ProShares S&P Midcap Div Aristocrat $1,839 -1.6%
+4.7%
+12.3% +5.4% -0.6%
SCHD Schwab U.S. Dow Jones Dividend 100 $72,001 -0.8%
+0.0%
+11.7% +4.6% -3.2%
SDOG ALPS Sector Dividend Dogs ETF $1,243 -0.8%
+7.8%
+14.7% +4.2% -0.2%
SDVD FT Vest SMID Rising Div Achievers Tgt Inc $637 -1.3%
+4.0%
+11.2% N/A N/A
SDVY First Trust SMID Cap Rising Div Achievers $8,951 -1.5%
+4.1%
+11.2% +28.6% -12.0%
SDY SPDR S&P U.S. Dividend Aristocrats $20,249 -0.9%
+6.7%
+8.4% +2.6% -0.5%
SPHD Invesco S&P 500 High Dividend Low Vol $3,202 -1.1%
+2.5%
+18.1% +1.3% +0.6%
SPYD SPDR Portfolio 500 High Dividend $7,381 -1.2%
+2.8%
+15.3% +4.0% -1.1%
TBG TBG Dividend Focus ETF $180 -1.3%
+4.2%
+20.6% N/A N/A
TDIV First Trust NASDAQ Dividend Index $3,788 +0.0%
+28.7%
+24.4% +36.7% -22.1%
TDVG T Rowe Price Dividend Growth ETF $1,122 -1.0%
+10.9%
+13.5% +14.0% -10.2%
TDVI FT Vest Technology Dividend ETF $160 +0.0%
+28.2%
+22.8% N/A N/A
TEQI T Rowe Price Equity Income ETF $330 -1.2%
+7.7%
+13.1% +9.6% -3.3%
VIG Vanguard Dividend Appreciation $98,322 -0.9%
+11.3%
+17.0% +14.5% -9.8%
VYM Vanguard High Dividend Yield Index $65,962 -1.0%
+11.4%
+17.6% +6.6% -0.5%
XYLD Global X S&P 500 Covered Call Equity $3,070 -0.1%
+2.0%
+19.5% +11.1% -12.1%

U.S. Growth vs Value
AVLV Avantis U.S. Large Cap Value ETF $8,559 -1.0%
+7.8%
+17.5% +17.4% -5.5%
AVUV Avantis U.S. Small Cap Value ETF (Active) $18,798 -2.1%
+1.9%
+9.3% +22.8% -4.9%
CGGR Capital Group Growth $16,756 -0.6%
+17.8%
+32.1% +42.2% N/A
COWG Pacer US Large Cap Cows Growth $2,550 -0.3%
+11.9%
+35.0% +20.7% N/A
DEEP Deep Value ETF $27 -1.6%
+2.0%
-3.0% +22.3% -17.7%
DFAT Dimensional US Targeted Value ETF $11,623 -1.8%
+3.0%
+7.8% +20.8% -6.2%
DFSV Dimensional US Small Cap Value ETF $5,411 -2.0%
+2.2%
+7.1% +19.2% N/A
FAB First Trust AlphaDEX Multi Cap VAlue $123 -1.3%
+4.1%
+7.8% +15.8% -6.8%
FDG American Century Dynamic Growth $355 -0.1%
+17.3%
+45.9% +37.2% -35.7%
FELG Fidelity Enhncd Lrg Cap Gowth $4,524 -0.4%
+15.1%
+35.3% N/A N/A
FMAG Fidelity Magellan ETF $278 -1.2%
+11.0%
+28.5% +31.2% -27.0%
FNK First Trust AlphaDEX Mid Cap Value $197 -1.2%
+1.5%
+6.6% +21.0% -7.2%
FNY First Trust Mid Cap Growth $455 -1.7%
+16.0%
+18.1% +21.1% -23.8%
FTA First Trust AlphaDEX Large Cap Value $1,152 -1.4%
+8.0%
+10.1% +10.1% -3.7%
FTC First Trust Large Cap Growth $1,258 -1.0%
+15.7%
+26.6% +20.7% -23.3%
FTGS First Trust Growth Strength ETF $1,277 -0.8%
+14.1%
+15.8% +33.7% N/A
FYC First Trust Small Cap Growth AlphaDEX $595 -1.6%
+21.2%
+24.0% +14.5% -25.9%
FYT First Trust AlphaDEX Small Cap Value $135 -1.4%
-1.3%
+3.2% +22.9% -14.1%
IJJ iShares S&P MidCap 400 Value $7,996 -1.3%
+3.6%
+11.6% +15.3% -7.1%
IJK iShares S&P MidCap 400 Growth $9,090 -1.1%
+4.5%
+15.7% +17.4% -19.0%
IJS iShares S&P SmallCap 600 Value $6,687 -1.2%
+2.3%
+7.3% +14.7% -11.3%
IJT iShares S&P SmallCap 600 Growth $6,255 -1.3%
+4.4%
+9.3% +17.1% -21.3%
ILCG iShares Morningstar U.S. Large Cap Growth $3,071 -0.6%
+15.8%
+32.8% +40.4% -31.8%
ILCV iShares Morningstar U.S. Large Cap Value $1,112 -0.8%
+11.8%
+17.0% +14.5% -7.0%
IMCG iShares Morningstar Mid-Cap Growth $3,187 -1.0%
+8.7%
+18.1% +20.7% -25.8%
IMCV iShares Morningstar Mid-Cap Value ETF $856 -1.4%
+7.9%
+12.3% +11.9% -7.0%
ISCG iShares Morningstar Small-Cap Growth ETF $757 -1.2%
+11.8%
+13.4% +23.1% -26.7%
ISCV iShares Morningstar Small Cap Value $546 -1.7%
+5.2%
+9.3% +16.6% -10.6%
IUSG iShares Core U.S. Growth $25,370 -0.5%
+17.6%
+34.7% +29.3% -28.8%
IUSV iShares Core U.S. Value $22,933 -0.9%
+8.4%
+12.2% +21.7% -5.4%
IVE iShares S&P 500 Value Index Fund $41,838 -0.9%
+8.5%
+12.0% +22.1% -5.4%
IVOG Vanguard S&P Mid-Cap 400 Growth $1,352 -1.1%
+4.5%
+15.6% +17.4% -19.1%
IVOV Vanguard S&P Mid-Cap 400 Value $1,085 -1.2%
+3.9%
+11.5% +15.4% -7.2%
IVW iShares S&P 500 Growth Index Fund $66,119 -0.5%
+18.4%
+35.8% +29.8% -29.5%
IWN iShares Russell 2000 Value $11,978 -2.2%
+9.1%
+7.6% +14.6% -14.8%
IWO iShares Russell 2000 Growth $12,947 -2.1%
+14.3%
+15.0% +18.5% -26.3%
IWP iShares Russell Midcap Growth $20,689 -1.2%
+11.7%
+21.9% +25.7% -26.9%
IWS iShares Russell Midcap Value $14,113 -1.2%
+7.4%
+12.9% +12.5% -12.3%
IWX iShares Russell Top 200 Value $2,865 -0.9%
+12.1%
+14.9% +10.5% -5.3%
IWY iShares Russell Top 200 Growth $16,151 -0.4%
+15.7%
+34.9% +46.5% -29.9%
JAVA JP Morgan Active Value (VGIIX & HLQVX) $4,225 -0.9%
+8.8%
+15.5% +10.5% -0.9%
JGRO JP Morgan Active Growth ETF $7,723 -0.5%
+14.5%
+32.8% +37.7% N/A
JVAL JPMorgan U.S. Value Factor ETF $557 -0.9%
+11.0%
+14.5% +19.5% -11.6%
MDYG SPDR S&P 400 Mid Cap Growth $2,426 -1.1%
+4.5%
+15.8% +17.3% -18.9%
MDYV SPDR S&P 400 Mid Cap Value $2,450 -1.2%
+3.8%
+11.5% +15.4% -7.2%
MGK Vanguard MSCI Mega Cap 300 Growth $31,361 -0.4%
+16.8%
+32.9% +51.7% -33.6%
MGV Vanguard MSCI Mega Cap 300 Value $10,262 -1.0%
+11.1%
+16.9% +9.2% -1.2%
PVAL Putnam Focused Large Cap Value ETF $4,639 -1.3%
+14.8%
+19.3% +18.4% -2.6%
PWB PowerShares Dynamic Large Cap Growth $1,353 -0.7%
+23.9%
+31.0% +30.6% -25.8%
PWV PowerShares Dynamic U.S. Large Cap Value $1,202 -1.2%
+14.4%
+14.5% +10.4% -1.2%
QDVO Amplify CWP Growth & Income ETF (Active) N/A -0.4%
+17.1%
N/A N/A N/A
QGRW WisdomTree U.S. Quality Growth Fund $1,841 -0.6%
+15.7%
+34.8% +56.0% N/A
QVAL Alpha Architect Quant Value (Active) $410 -0.4%
+3.7%
+12.2% +28.4% -11.8%
RFG Guggenheim S&P MidCap 400 Pure Growth $296 -1.4%
+4.2%
+17.8% +16.4% -21.7%
RFV Guggenheim S&P Midcap 400 Pure Value $283 -1.0%
+4.9%
+5.6% +30.3% -4.0%
RPG Invesco S&P 500 Pure Growth ETF $1,741 -1.2%
+14.5%
+28.2% +8.0% -27.6%
RPV Invesco S&P 500 Pure Value ETF $1,362 -1.5%
+10.0%
+12.4% +8.0% -1.3%
RZG Guggenheim S&P SmallCap 600 Pure Growth $105 -1.5%
+9.5%
+9.8% +19.1% -29.0%
RZV Guggenheim S&P SmallCap 600 Pure Value $230 -1.5%
+5.9%
+5.1% +23.0% -6.8%
SCHG Schwab Dow Jones U.S. LgCap Growth (SWLGX) $51,057 -0.6%
+14.2%
+35.0% +50.1% -31.8%
SCHV Schwab Dow Jones U.S. Large Cap Value $13,743 -1.0%
+12.3%
+14.1% +9.0% -7.6%
SLYG SPDR S&P 600 Small Cap Growth $3,571 -1.3%
+4.4%
+9.4% +17.3% -21.3%
SLYV SPDR S&P 600 Small Cap Value $4,100 -1.2%
+2.3%
+7.3% +14.8% -11.1%
SPGP Invesco S&P 500 GARP ETF $2,665 -1.1%
+7.7%
+8.5% +20.3% -13.8%
SPYG SPDR Portfolio S&P 500 Growth $43,698 -0.5%
+18.5%
+36.0% +30.0% -29.4%
SPYV SPDR Portfolio S&P 500 Value $29,811 -0.8%
+8.6%
+12.2% +22.2% -5.3%
TCHP T Rowe Price Blue Chip Growth ETF (TRBCX) $1,606 -0.6%
+14.9%
+36.1% +50.1% -37.8%
TGRT T. Rowe Price Growth ETF $856 -0.5%
+14.3%
+32.8% N/A N/A
TGRW T Rowe Price Growth Stock ETF (PRGFX) $900 -0.2%
+13.2%
+29.9% +48.9% -38.4%
TVAL T. Rowe Price Value ETF $487 -1.1%
+10.1%
+14.5% N/A N/A
VBK Vanguard U.S. Small Cap Growth $20,376 -1.2%
+8.1%
+16.5% +21.4% -28.4%
VBR Vanguard U.S. SmallCap Value $31,483 -1.4%
+5.2%
+12.4% +16.0% -9.4%
VIOG Vanguard S&P 500 Small Cap Growth $870 -1.3%
+4.5%
+9.2% +16.9% -21.1%
VIOV Vanguard S&P Small Cap 600 Value $1,426 -1.2%
+2.2%
+7.4% +15.0% -11.4%
VOE Vanguard CRSP U.S. Midcap Value $19,162 -1.3%
+7.7%
+14.0% +9.9% -8.0%
VONG Vanguard Russell 1000 Growth ETF $32,791 -0.5%
+16.3%
+33.2% +42.7% -29.2%
VONV Vanguard Russell 1000 Value $14,065 -1.0%
+10.5%
+14.3% +11.4% -7.7%
VOOG Vanguard S&P 500 Growth $20,783 -0.5%
+18.5%
+35.9% +30.0% -29.5%
VOOV Vanguard S&P 500 Value $5,740 -0.9%
+8.6%
+12.2% +22.2% -5.4%
VOT Vanguard CRSP U.S. Midcap Growth $18,310 -1.2%
+14.5%
+16.4% +23.1% -28.9%
VTV Vanguard U.S. LargeCap Value $149,486 -1.0%
+10.9%
+15.9% +9.3% -2.1%
VTWG Vanguard Russell 2000 Growth ETF $1,091 -2.0%
+14.3%
+15.1% +18.9% -26.5%
VTWV Vanguard Russell 2000 Value ETF $835 -2.2%
+9.1%
+7.8% +14.7% -14.5%
VUG Vanguard U.S. LargeCap Growth (VIGRX) $195,631 -0.5%
+16.4%
+32.7% +46.8% -33.2%
WTV WisdomTree U.S. Value Fund $1,791 -1.3%
+8.3%
+24.0% +22.3% -8.1%
XMVM Invesco S&P Midcap Value With Momentum $299 -3.1%
+7.4%
+11.7% +16.3% -8.2%
XSVM Invesco S&P SmallCap Value - Momentum ETF $578 -2.6%
+2.6%
+2.3% +20.2% -13.6%

U.S. Large Cap
BALI iShares Adv. Large Cap Income ETF (Active) $458 -0.7%
+10.1%
+22.4% N/A N/A
BBUS JPMorgan BetaBuilders U.S. Equity ETF $5,753 -0.7%
+14.0%
+24.9% +27.2% -19.5%
BELT Blackrock LT US Concentrated Equity $8 -1.0%
+10.5%
N/A N/A N/A
CGUS Capital Group Core Equity ETF $7,502 -0.5%
+12.8%
+24.9% +27.7% N/A
COWZ Pacer US Cash Cows 100 ETF $19,098 -0.7%
+1.1%
+10.6% +14.7% +0.2%
DIA SPDR Dow Jones Industrial Average $39,550 -0.7%
+9.3%
+14.8% +16.0% -7.0%
DSTL Distillate US Fdmtl Stability & Value ETF $1,846 -0.6%
+4.7%
+12.8% +22.7% -10.6%
EDOW First Trust Dow 30 Equal Weight ETF $224 -0.5%
+10.0%
+13.2% +15.5% -7.5%
EPS WidomTree Earnings 500 ETF $1,271 -0.8%
+12.2%
+24.0% +22.8% -15.8%
FEX First Trust AlphaDEX Large Cap Core $1,375 -1.1%
+11.2%
+17.1% +14.3% -11.9%
FFLC Fidelity Fundamental Large Cap Core Eq $885 -0.8%
+13.2%
+27.9% +25.1% +0.0%
FNDB Schwab Fundamental Broad Market $1,014 -1.1%
+10.7%
+16.2% +18.4% -7.5%
FNDX Schwab Fundamental U.S. LgCap $20,600 -0.9%
+11.5%
+16.8% +18.2% -6.9%
GSLC Goldman Sachs ActiveBeta U.S. Large Cap $14,677 -0.8%
+12.3%
+24.2% +25.1% -18.7%
ILCB iShares Morningstar U.S. Large Core $1,146 -0.6%
+13.9%
+25.0% +26.9% -19.5%
ITOT iShares Core S&P Total US Market $78,232 -0.8%
+13.4%
+23.8% +26.1% -19.5%
IVV iShares Core S&P 500 ETF $703,319 -0.6%
+13.8%
+24.9% +26.3% -18.2%
IWB iShares Russell 1000 Index Fund $43,301 -0.7%
+13.5%
+24.3% +26.4% -19.2%
IWL iShares Russell Top 200 $1,885 -0.6%
+14.9%
+27.1% +29.8% -19.9%
IWV iShares Russell 3000 Index Fund $17,182 -0.7%
+13.4%
+23.5% +25.8% -19.3%
IYY iShares DJ U.S. Index Fund $2,674 -0.8%
+13.4%
+24.2% +26.5% -19.6%
JEPQ JPMorgan NASDAQ Equity Premium $30,994 -0.3%
+10.2%
+24.9% +36.3% N/A
JPEF JPMorgan Equity Focus ETF $1,610 -0.5%
+9.5%
+28.2% N/A N/A
JQUA JP Morgan US Quality Factor $7,386 -0.8%
+8.9%
+21.2% +25.1% -13.5%
MGC Vanguard MSCI Mega Cap 300 $8,589 -0.6%
+14.9%
+27.2% +29.8% -20.0%
OEF iShares S&P U.S. 100 Index $27,674 -0.6%
+15.3%
+30.7% +32.7% -21.0%
PRF FTSE RAFI US 1000 Portfolio (FNDX) $8,262 -0.9%
+12.4%
+16.7% +15.7% -7.8%
ROE Astoria US Equity Weight Quality Kings $168 -0.8%
+13.4%
+18.3% N/A N/A
RWL RevenueShares U.S. Large Cap Fund $6,745 -1.0%
+13.3%
+16.4% +17.4% -6.0%
SCHB Schwab Dow Jones U.S. Broad Market $37,487 -0.7%
+13.4%
+23.9% +26.2% -19.4%
SCHX Schwab Dow Jones U.S. Large-Cap (SNXFX) $61,279 -0.7%
+13.8%
+24.9% +26.9% -19.4%
SPLG SPDR Portfolio Large Cap $87,434 -0.7%
+13.8%
+25.0% +26.2% -18.1%
SPTM SPDR Portfolio S&P 1500 Comp Stock Mkt ETF $11,546 -0.7%
+13.0%
+23.9% +25.5% -17.8%
TCAF T Rowe Price Capital Appreciation ETF $5,802 -0.8%
+13.6%
+20.9% N/A N/A
TOPT iShares Top 20 US Stocks ETF $342 -0.6%
+15.9%
N/A N/A N/A
TSPA T Rowe Price US Research ETF (PRCOX) $2,034 -0.5%
+12.6%
+26.4% +30.0% -18.7%
VFLO VictoryShares Free Cash Flow ETF $4,853 -0.7%
+9.8%
+21.8% N/A N/A
VONE Vanguard Russell 1000 $6,933 -0.7%
+13.4%
+24.5% +26.4% -19.1%
VOO Vanguard S&P 500 $764,914 -0.7%
+13.8%
+25.0% +26.3% -18.2%
VV Vanguard MSCI U.S. Large Cap $46,421 -0.7%
+14.3%
+25.3% +27.2% -19.9%
XLG Invesco S&P 500 Top 50 $11,042 -0.5%
+15.2%
+33.5% +38.2% -24.3%

U.S. Small & Midcap

CALF Pacer US Small Cap Cash Cows 100 ETF $4,008 -0.9%
-2.8%
-7.4% +35.4% -15.2%
CZA Guggenheim Mid-Cap Core ETF $182 -1.0%
+3.7%
+12.1% +7.0% -5.9%
EES WisdomTree SmallCap Earnings Fund $628 -2.1%
+1.8%
+9.9% +18.5% -16.2%
ESML iShares ESG Aware MSCI USA Small-Cap ETF $2,021 -1.5%
+7.9%
+12.0% +17.3% -17.3%
EZM WisdomTree Midcap Earnings Fund $850 -1.4%
+4.3%
+10.3% +19.7% -12.2%
FDM First Trust DJ Select MicroCap $204 -3.0%
+8.2%
+13.0% +12.7% -11.6%
FFSM Fidelity Fundamental Small-Mid Cap ETF $759 -1.3%
+8.0%
+14.4% +17.3% -16.3%
FNDA Schwab Fundamental U.S. Small Cap $8,926 -1.3%
+3.6%
+9.0% +20.3% -14.8%
FNX First Trust AlphaDEX Mid Cap Core $1,178 -1.4%
+8.2%
+12.2% +20.4% -13.6%
FSMD Fidelity Small-Mid Multifactor ETF $1,801 -1.2%
+5.8%
+15.2% +17.4% -11.1%
FYX First Trust AlphaDEX Small Cap Core $892 -1.4%
+8.0%
+12.2% +18.3% -18.4%
GRPM Invesco S&P MidCap 400 GARP ETF $448 -2.2%
+3.9%
+15.7% +18.8% -11.6%
GSC GS Small Cap Core $148 -1.2%
+3.1%
+13.8% N/A N/A
IJH iShares Core S&P MidCap 400 Index $100,200 -1.2%
+4.2%
+13.9% +16.4% -13.1%
IJR iShares Core S&P SmallCap 600 Index $86,058 -1.3%
+3.3%
+8.6% +16.1% -16.2%
IMCB iShares Morningstar Mid-Cap ETF $1,206 -1.2%
+8.4%
+15.1% +16.4% -16.1%
IVOO Vanguard S&P Mid-Cap 400 $2,871 -1.2%
+4.2%
+13.8% +16.4% -13.2%
IWC iShares Russell Microcap Index $987 -2.9%
+20.1%
+13.6% +9.0% -21.9%
JMEE JPM Small & Midcap Enhanced Eqt $2,060 -1.3%
+3.7%
+13.6% +18.1% N/A
JPME JPMorgan Diversified Ret US Mid Cap $372 -1.0%
+5.4%
+13.6% +11.3% -10.1%
JSMD Janus Small Mid Cap Growth $718 -1.0%
+10.8%
+15.1% +26.8% -22.8%
MDY S&P MidCap 400 SPDRs $23,632 -1.2%
+4.0%
+13.6% +16.1% -13.3%
NUMG Nuveen ESG Mid-Cap Growth ETF $408 -1.1%
+0.7%
+12.0% +20.5% -28.3%
NUSC Nuveen ESG Small-Cap ETF $1,214 -1.7%
+4.8%
+8.3% +15.7% -17.7%
PRFZ PowerSh RAFI US 1500 Sml-Midcap $2,576 -1.5%
+9.3%
+12.7% +20.2% -16.3%
QQQJ Invesco NASDAQ Next Gen 100 $692 -0.4%
+16.6%
+15.4% +13.7% -28.2%
RSP S&P 500 Equal Weight $74,358 -0.9%
+8.2%
+12.8% +13.7% -11.6%
RYLD Russell 2000 Covered Call ETF $1,257 -0.3%
+2.8%
+10.1% +0.3% -13.1%
SCHA Schwab Dow Jones U.S. Small-Cap $18,927 -1.8%
+8.8%
+11.2% +18.5% -19.8%
SCHM Schwab Dow Jones U.S. Mid-Cap $12,233 -1.1%
+7.5%
+12.0% +16.7% -17.1%
SMDV ProShares Russell 2000 Dividend Grwth $639 -1.5%
-1.4%
+7.0% +9.0% -5.9%
SMLF iShares Edge MSCI Multifct SmCp $2,422 -1.5%
+9.8%
+16.3% +20.0% -12.2%
SMMD Shares Russell 2500 ETF $1,743 -1.5%
+9.4%
+11.9% +17.7% -18.5%
SPMD SPDR Portfolio Mid Cap ETF $14,469 -1.2%
+4.2%
+13.9% +16.5% -13.1%
SPSM SPDR Portfolio Small Cap ETF $12,728 -1.2%
+3.5%
+8.5% +16.1% -16.1%
TMSL T. Rowe Price Small-Mid Cap ETF $946 -1.1%
+7.9%
+15.8% N/A N/A
VB Vanguard U.S. Small Cap $68,484 -1.3%
+6.5%
+14.2% +18.2% -17.5%
VIOO Vanguard S&P Small Cap 600 $3,032 -1.4%
+3.3%
+8.5% +16.2% -16.3%
VO Vanguard CRSP U.S. Mid Cap $89,789 -1.3%
+10.6%
+15.3% +16.0% -18.7%
VTWO Vanguard Russell 2000 $13,065 -2.1%
+12.0%
+11.5% +17.1% -20.5%
VXF Vanguard Extended Market ETF $24,511 -1.5%
+11.2%
+16.9% +25.5% -26.5%
XMHQ Invesco S&P MidCap Quality ETF $5,270 -1.0%
+6.1%
+16.8% +29.5% -12.4%
XMLV PowerShares S&P MidCap Low Volatility $799 -0.7%
+4.9%
+17.1% +1.8% -6.6%
XMMO Invesco S&P Midcap Momentum ETF $4,646 -1.2%
+9.9%
+38.0% +20.4% -16.0%
XSLV PowerShares S&P SmallCap Low Volatility $248 -1.3%
-2.8%
+9.8% +1.3% -11.9%
XSMO Invesco S&P SmallCap Momentum ETF $1,980 -1.1%
+10.8%
+17.4% +21.5% -15.5%

Other U.S. Equity ETFs
AIVL WisdomTree U.S. AI Enhanced Value Fund $389 -1.2%
+6.8%
+13.5% +7.2% -7.3%
AVUS Avantis U.S. Equity ETF (Active) $9,817 -1.0%
+11.7%
+20.4% +21.8% -13.8%
BBH Market Vectors Biotech 25 ETF $347 +0.3%
+11.5%
-4.3% +3.9% -15.2%
BFOR Barrons 400 ETF $183 -1.4%
+9.4%
+17.8% +18.2% -15.9%
BIBL Inspire 100 ETF $337 -0.5%
+15.4%
+12.5% +17.9% -23.3%
BIZD VanEck Vectors BDC Income ETF $1,532 -2.2%
-9.4%
+15.7% +27.1% -8.6%
BMVP Invesco Bloomberg MVP Multi-factor ETF $102 -1.2%
+2.7%
+17.5% +19.0% -16.0%
BUZZ Van Eck Vectors Social Media Sentiment ETF $117 -2.2%
+52.9%
+33.7% +54.6% -47.7%
CAPE Doubleline Shiller CAPE U.S. Equities ETF $328 -0.7%
+7.6%
+14.4% +27.6% N/A
CDL VictoryShares US LgCp Hi Div Vol Wtd ETF $362 -1.2%
+7.3%
+15.6% +3.0% -0.4%
CFA VictoryShares US 500 Volatility Wtd ETF $527 -1.1%
+6.2%
+15.3% +11.9% -11.4%
CFO Victory CEMP US 500 Enhanced Vol Wtd ETF $416 -1.1%
+6.1%
+15.4% -3.6% -14.4%
CNEQ Alger Concentrated Growth Equity $149 -0.5%
+34.4%
N/A N/A N/A
CSD Guggenheim Spin-Off ETF $79 -0.7%
+15.5%
+27.6% +23.8% -15.0%
CSM ProShares Credit Suisse 130-30 Large Cap $478 -0.7%
+15.6%
+22.1% +23.5% -18.3%
DFAC Dimensional US Core Equity 2 ETF $38,451 -1.0%
+11.0%
+19.6% +22.0% -14.9%
DFAU Dimensional US Core Equity ETF (Active) $9,506 -0.7%
+12.8%
+23.2% +24.8% -17.0%
DFUS Dimensional U.S. Equity ETF $17,597 -0.7%
+13.6%
+24.3% +26.4% -18.3%
DGRS WisdomTree US SmallCap Qual Div Growth $364 -1.3%
-1.5%
+10.4% +21.1% -13.1%
DOGG FT Vest DJIA Dogs 10 Target $40 -0.1%
+11.9%
-2.6% N/A N/A
DSI iShares MSCI KLD 400 Social ETF $4,979 -0.4%
+14.4%
+22.4% +28.5% -21.7%
DUSA Davis Select US Equity ETF $831 -1.4%
+12.5%
+20.4% +34.2% -19.6%
DWAS PowerShares DWA SmallCap Technical Ldrs $715 -3.0%
+3.3%
+9.8% +16.9% -18.5%
EQAL PowerShares Russell 1000 Equal Weight $689 -1.0%
+8.6%
+11.4% +12.0% -13.5%
EQL ALPS Equal Sector Weight $523 -0.7%
+10.6%
+16.4% +16.9% -10.7%
EQWL Invesco S&P 100 Equal Weight $1,744 -0.7%
+13.1%
+19.1% +19.5% -11.5%
ESGU iShares ESG MSCI USA ETF $14,979 -0.6%
+13.0%
+24.3% +25.8% -20.3%
ESGV Vanguard ESG US Stock ETF $11,595 -0.6%
+12.8%
+24.7% +30.8% -24.0%
EUSA iShares MSCI USA Equal Weighted ETF $1,444 -1.0%
+7.7%
+14.6% +17.7% -17.1%
FAD First Trust Multi Cap Growth AlphaDEX ETF $353 -1.4%
+17.1%
+23.8% +19.1% -24.1%
FBCG Fidelity Blue Chip Growth ETF (FBGRX) $4,993 -0.3%
+14.6%
+39.0% +58.0% -39.1%
FDRR Fidelity Dividend ETF for Rising Rates $623 -0.3%
+15.4%
+20.2% +13.7% -9.7%
FFLG Fidelity Fundamental Large Cap Growth ETF $508 -0.2%
+16.6%
+32.3% +49.7% -38.8%
FGSI FT Vest Growth Strength & Tgt Income ETF $2 -0.8%
+5.6%
N/A N/A N/A
FLQL Franklin U.S. Large Cap Multifactor ETF $1,628 -0.6%
+16.2%
+24.3% +23.6% -14.8%
FPX First Trust IPO-100 US Index Fund $1,163 -1.7%
+37.8%
+24.7% +22.3% -35.1%
FTLS First Trust Long-Short Equity $2,014 -0.7%
+5.1%
+18.8% +16.9% -5.6%
FV First Trust Dorsey Wright Focus 5 ETF $3,703 -1.4%
+4.1%
+14.7% +11.3% -3.9%
FVC First Trust Dorsey Wright Dynamic Focus 5 $112 -0.6%
+0.0%
+12.4% -4.6% -6.0%
GARP iShares MSCI USA Quality GARP $756 -0.7%
+17.4%
+37.4% +42.9% -26.7%
GRNY Fundstrat Granny Shots US Large $2,999 -0.8%
+25.8%
N/A N/A N/A
GSSC Goldman Sachs ActiveBeta US Small Cap $685 -2.0%
+8.5%
+11.1% +17.3% -16.8%
GVIP Goldman Sachs Hedge Industry VIP ETF $409 -0.9%
+22.4%
+29.8% +39.1% -31.9%
HTUS Hull Tactical US ETF $133 -0.5%
+11.3%
+25.1% +30.1% -11.2%
INFL Horizon Kinetics Infl Benefic $1,338 -0.8%
+17.5%
+23.3% +1.6% +2.6%
IPKW PowerShares Intl BuyBack Achievers $370 -0.5%
+33.2%
+10.5% +15.1% -12.8%
IPO Renaissance IPO ETF $177 -2.6%
+12.2%
+15.7% +52.5% -57.3%
ISPY S&P 500 High Income ETF $1,012 -0.8%
+9.6%
+21.3% N/A N/A
JHML John Hancock Multifactor Large Cap ETF $1,039 -0.9%
+11.9%
+19.8% +21.1% -15.9%
JPUS JPMorgan Diversified Return US Eq ETF $394 -0.8%
+8.7%
+13.5% +11.0% -8.5%
MILN Global X Milennials Thematic ETF $127 -1.3%
+6.8%
+27.1% +36.3% -38.6%
MOAT Market Vectors Morningstar Wide Moat ETF $12,847 -0.3%
+7.5%
+10.7% +31.9% -13.6%
OMFL Invesco Russell 1000 Multifactor ETF $4,957 -1.0%
+9.8%
+6.8% +21.5% -14.0%
ONEQ Fidelity Nasdaq Composite $9,009 -0.5%
+17.1%
+29.3% +45.7% -32.1%
OUSA ALPS OShares U.S. Quality Dividend ETF $824 -1.1%
+5.6%
+17.1% +13.4% -9.3%
PKW PowerShares Buyback Achievers $1,504 -1.5%
+13.5%
+17.3% +17.2% -10.2%
POWA Invesco Bloomberg Pricing Power ETF $192 -0.2%
+10.7%
+13.2% +10.6% -7.7%
PSP PowerShares Global Listed Private Equity $331 -2.0%
+4.3%
+17.4% +37.8% -37.4%
PWRD TCW Transform Systems ETF $701 -0.3%
+38.3%
+28.5% +20.8% N/A
QQEW First Trust NASDAQ Equal-Weighted Index $1,916 -0.6%
+12.9%
+7.0% +33.3% -24.6%
QQQE Direxion NASDAQ-100 Equal Wtd ETF $1,246 -0.6%
+13.2%
+7.0% +33.8% -24.5%
QQQI NEOS Nasdaq-100 High Income ETF (Active) $5,229 -0.4%
+15.1%
N/A N/A N/A
QQQM Invesco NASDAQ 100 ETF (Mini) $63,739 -0.4%
+17.9%
+25.7% +55.0% -32.5%
QYLD NASDAQ 100 Covered Call ETF $8,143 +0.2%
+3.2%
+19.3% +22.7% -19.1%
QYLG Global X NASDAQ 100 Covered Call & Growth $118 -0.2%
+10.6%
+22.2% +38.7% -26.3%
RDVY First Trust Rising Dividend Achievers $17,235 -1.2%
+12.2%
+16.4% +20.4% -13.3%
RWJ RevenueShares U.S. Small Cap $1,618 -1.3%
+5.2%
+11.8% +16.2% -11.0%
RWK RevenueShares U.S. Mid Cap Fund $1,010 -1.2%
+7.0%
+11.9% +23.8% -8.2%
SCHK Schwab 1000 ETF $4,687 -0.7%
+13.6%
+24.5% +26.6% -19.5%
SECT Main Sector Rotation ETF $2,350 -0.6%
+14.1%
+18.6% +21.1% -12.8%
SHE SPDR Gender Diversity ETF $277 -0.8%
+11.3%
+23.4% +22.4% -21.7%
SPHB PowerShares S&P 500 High Beta Index $477 -0.9%
+26.1%
+8.5% +33.3% -20.6%
SPXT ProShares S&P 500 Ex-Technology $220 -1.0%
+9.8%
+19.9% +16.3% -14.2%
SPYI NEOS S&P 500 High Income ETF (Active) $5,564 -0.6%
+11.9%
+19.0% +18.1% N/A
SPYX SPDR S&P 500 Fossil Fuel Free ETF $2,398 -0.6%
+13.9%
+25.5% +26.4% -19.6%
SSUS Day Hagan NDR Smart Sector ETF (Active) $569 -0.7%
+13.8%
+18.9% +18.2% -17.6%
SUSA iShares MSCI USA ESG Select ETF $3,663 -0.7%
+11.3%
+22.4% +23.9% -21.4%
SUSL iShares ESG MSCI USA Leaders ETF $924 -0.3%
+13.9%
+23.5% +29.1% -20.2%
SYLD Cambria Shareholder Yield ETF $923 -1.5%
-0.3%
+3.4% +16.5% -6.1%
TILT FlexShares Morningstar US Factor Tilt $1,824 -1.0%
+12.1%
+19.9% +24.7% -17.2%
TMFC Motley Fool 100 Index ETF $1,765 -0.8%
+16.0%
+35.3% +47.0% -30.9%
UPGD Invesco Bloomberg Analyst Rating Improvers $111 -0.8%
+7.0%
+13.3% +15.6% -13.2%
USMF Wisdomtree US Multifactor $394 -0.9%
+3.2%
+19.7% +13.5% -8.8%
VTHR Vanguard Russell 3000 $3,662 -0.7%
+13.4%
+23.6% +25.9% -19.2%
XNTK SPDR NYSE Technology $1,397 -0.2%
+37.9%
+23.5% +70.1% -41.1%
XRLV PowerShares S&P 500 ex-Rate Senstv Low Vol $36 -1.1%
+4.4%
+14.1% +0.1% -4.8%
XYLG Global X SP500 Covered Call & Growth $55 -0.2%
+7.8%
+22.5% +18.1% -15.5%
All returns are Total Return: calculated using market prices and include any dividends
* Total Net Assets (million) as of end Sep-2025
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