through: Apr 22, 2026

ETF Return Summary: U.S. Equity Index ETFs

ETF Name Assets * 1-Day Rtn Year-To-Date Return 2025 2024 2023

Primary U.S. Equity Index ETFs

IWD iShares Russell 1000 Value $70,210 +0.3%
+8.1%
+15.7% +14.2% +11.4%
IWF iShares Russell 1000 Growth $112,753 +1.6%
+1.3%
+18.3% +33.1% +42.6%
IWM iShares Russell 2000 Index Fund $72,397 +0.7%
+12.5%
+12.7% +11.4% +16.8%
IWR iShares Russell Midcap Index Fund $48,549 -0.1%
+8.2%
+10.4% +15.2% +17.1%
QQQ Nasdaq-100 ETF $375,536 +1.7%
+6.8%
+20.8% +25.6% +54.9%
SPY S&P 500 Index $653,361 +1.0%
+4.6%
+17.7% +24.9% +26.2%
VTI Vanguard Total U.S. Stock Market $564,052 +1.0%
+5.1%
+17.1% +23.8% +26.1%

Smart Beta Sample

CDC VictoryShares US EQ Inc Enh Vol Wtd ETF $718 -0.3%
+10.2%
+9.0% +14.5% -5.0%
FDLO Fidelity Low Volatility Factor ETF $1,353 +0.5%
+2.8%
+11.8% +16.1% +16.4%
FDMO Fidelity Momentum Factor ETF $725 +1.5%
+6.5%
+21.4% +32.8% +24.8%
FQAL Fidelity Quality Factor ETF $1,237 +0.8%
+3.5%
+16.9% +21.9% +24.2%
FTCS First Trust Capital Strength (Low Vol) $7,849 -0.1%
+1.3%
+6.5% +11.2% +8.5%
FVAL Fidelity Value Factor ETF $1,089 +0.7%
+4.3%
+19.6% +18.0% +23.1%
GSEW Goldman Equal-Weight U.S. $1,598 +0.1%
+6.4%
+12.0% +16.9% +17.8%
JMOM JP Morgan US Momentum Factor ETF $1,934 +0.9%
+10.5%
+18.0% +28.5% +22.9%
LGLV SPDR SSGRA US Large Cap Low Vol ETF $1,472 -0.7%
+2.8%
+8.4% +16.2% +9.2%
LRGF iShares EDGE Multifactor USA ETF $2,952 +0.7%
+3.8%
+16.5% +26.6% +25.9%
LVHD Franklin U.S. Low Vol High Div ETF $608 -0.4%
+6.7%
+7.5% +10.2% -1.0%
MMTM SPDR S&P 1500 Momentum Tilt ETF $153 +0.6%
+7.2%
+13.2% +29.9% +22.5%
MTUM iShares MSCI USA Momentum Factor ETF $20,649 +1.6%
+10.4%
+22.2% +32.9% +9.2%
ONEO SPDR Russell 1000 Momentum ETF $26 +0.0%
+10.7%
+10.6% +15.0% +15.6%
ONEV SPDR Russell 1000 Low Vol Foc ETF $512 -0.5%
+4.9%
+8.1% +11.7% +13.3%
ONEY SPDR Russell 1000 Yield ETF $840 -0.2%
+10.3%
+7.7% +11.6% +11.1%
PDP PowerShares DWA Momentum Portfolio $1,308 +0.5%
+15.0%
+8.4% +26.1% +20.9%
QGRO American Century STOXX US Quality Growth $2,044 +0.7%
-0.2%
+15.2% +31.4% +32.4%
QUAL iShares MSCI USA Quality Factor ETF $46,708 +0.8%
+4.5%
+12.7% +22.3% +30.9%
QUS SPDR MSCI USA StrategicFactors ETF $1,435 +0.4%
+3.4%
+14.1% +19.0% +21.8%
SIZE iShares MSCI USA Size Factor ETF $376 +0.2%
+5.5%
+10.5% +14.4% +17.8%
SMLV SPDR SSGA US Small Cap Low Vol ETF $270 -0.3%
+11.5%
+5.6% +16.8% +7.6%
SMMV iShares Edge MSCI Min Vol USA Sml Cap ETF $281 -0.4%
+3.9%
+6.4% +18.3% +5.1%
SPHQ Invesco S&P 500 Quality ETF $15,954 +0.6%
+7.2%
+13.2% +25.4% +24.8%
SPLV Invesco S&P 500 Low Volatility ETF $7,333 -0.5%
+3.2%
+4.1% +13.9% +0.5%
SPMO Invesco S&P 500 Momentum ETF $13,091 +1.9%
+8.5%
+26.6% +45.8% +17.5%
ULVM VictoryShares USAA MSCI USA Value Mom ETF $236 -0.5%
+10.0%
+15.8% +19.8% +10.2%
USMV iShares MSCI USA Minimum Volatility Index $22,556 +0.0%
+0.3%
+7.7% +15.7% +10.3%
VFMF Vanguard U.S. Multifactor ETF $539 +0.2%
+10.9%
+17.4% +15.6% +18.5%
VFMO Vanguard US Momentum Factor ETF $1,360 +0.9%
+15.6%
+17.4% +26.1% +16.3%
VFMV Vanguard US Minimum Volatility ETF $412 +0.1%
+6.4%
+10.5% +16.9% +8.9%
VFQY Vanguard U.S. Quality Factor ETF $413 +0.3%
+4.4%
+10.2% +12.9% +22.5%
VFVA Vanguard U.S. Value Factor ETF $759 -0.1%
+8.3%
+14.8% +7.7% +17.4%
VLUE iShares MSCI USA Value Weighted Index Fund $10,191 +0.6%
+16.9%
+32.7% +7.3% +14.3%

U.S. Dividend ETFs

CGDV Capital Group Dividend Value $29,294 +0.7%
+5.3%
+25.5% +20.1% +28.8%
DES WisdomTree SmallCap Dividend $1,950 -0.2%
+14.5%
+0.3% +9.9% +16.5%
DGRO iShares Core Dividend Growth ETF $37,582 +0.2%
+5.5%
+15.7% +16.6% +10.5%
DGRW WisdomTree US Quality Dividend Growth $15,416 +0.6%
+5.5%
+12.2% +17.0% +18.7%
DHS WisdomTree U.S. Equity Dividend Income $1,423 -0.1%
+8.5%
+12.9% +18.0% -0.2%
DIV Global X SuperDividend U.S. $713 -0.4%
+11.6%
+3.1% +11.3% -1.7%
DIVB iShares US Dividend & Buyback $1,260 -0.2%
+6.4%
+15.1% +18.6% +13.3%
DIVO Amplify Enhanced Dividend Inc ETF $6,643 +0.0%
+4.3%
+17.4% +16.2% +7.0%
DLN Wisdomtree U.S. LargeCap Dividend $5,652 +0.3%
+6.4%
+15.5% +19.7% +9.9%
DON WisdomTree U.S. Midcap Dividend Fund $3,733 -0.2%
+7.1%
+3.9% +14.2% +14.0%
DTD WisdomTree U.S. Dividend-Weighted Index $1,490 +0.2%
+6.7%
+14.3% +18.6% +10.6%
DVY iShares DJ Select Dividend Index $22,239 -0.5%
+8.4%
+11.6% +16.3% +1.2%
FDL First Trust Morningstar Dividend Leaders $7,270 -0.3%
+12.5%
+14.8% +17.1% +2.9%
FDVV Fidelity High Dividend ETF $8,559 +0.3%
+4.4%
+17.1% +21.8% +18.0%
FVD First Trust U.S. Value Line Dividend $9,437 -0.7%
+3.7%
+8.2% +10.0% +4.1%
HDV iShares High Dividend Equity $13,370 +0.2%
+9.9%
+11.9% +14.2% +1.7%
KBWD PowerSh KBW Financial Sector High-Dividend $418 +0.5%
+0.8%
+5.6% +4.3% +20.2%
KNG FT Cboe S&P-500 Dividend Aristo Tgt Income $3,376 -0.5%
+2.8%
+6.6% +6.0% +7.5%
NOBL ProShares S&P 500 Dividend Aristocrats $11,058 -0.5%
+4.0%
+6.8% +6.7% +8.1%
PEY PowerShares Dividend Achiever 50 $1,003 -0.6%
+9.5%
+0.5% +5.2% +7.3%
PFM PowerShares U.S. Dividend Achiever Index $728 +0.5%
+4.7%
+14.0% +16.9% +11.4%
QDEF FlexShares Quality Dividend Defensive ETF $493 +0.7%
+4.6%
+17.4% +21.2% +17.5%
QDF FlexShares Quality Dividend Index $1,975 +0.8%
+5.5%
+16.6% +16.9% +19.7%
QDPL Pacer Metaurus US Large Cap DVD 400 $1,413 +0.7%
+4.0%
+16.5% +22.8% +23.6%
RDIV RevenueShares Ultra Dividend Fund $952 -0.7%
+8.0%
+12.4% +15.1% +4.7%
RDVI FT Cboe Vest Rising Div Achievers Tgt Inc $2,851 +0.2%
+7.9%
+17.9% +14.5% +18.6%
REGL ProShares S&P Midcap Div Aristocrat $1,669 -1.1%
+6.5%
+6.9% +12.3% +5.4%
SCHD Schwab U.S. Dow Jones Dividend 100 $84,482 +0.1%
+14.0%
+4.3% +11.7% +4.6%
SDOG ALPS Sector Dividend Dogs ETF $1,330 -0.7%
+9.7%
+11.1% +14.7% +4.2%
SDVD FT Vest SMID Rising Div Achievers Tgt Inc $806 -0.2%
+9.8%
+8.7% +11.2% N/A
SDVY First Trust SMID Cap Rising Div Achievers $10,188 -0.1%
+10.4%
+8.4% +11.2% +28.6%
SDY SPDR S&P U.S. Dividend Aristocrats $20,644 -0.5%
+6.4%
+8.2% +8.4% +2.6%
SPHD Invesco S&P 500 High Dividend Low Vol $3,276 -0.3%
+4.4%
+3.4% +18.1% +1.3%
SPYD SPDR Portfolio 500 High Dividend $7,020 -0.5%
+7.4%
+4.6% +15.3% +4.0%
TBG TBG Dividend Focus ETF $219 -0.1%
+7.4%
+7.5% +20.6% N/A
TDIV First Trust NASDAQ Dividend Index $3,559 +1.2%
+10.7%
+25.3% +24.4% +36.7%
TDVG T Rowe Price Dividend Growth ETF $1,224 +0.1%
+4.6%
+14.8% +13.5% +14.0%
TDVI FT Vest Technology Dividend ETF $303 +1.2%
+10.7%
+24.8% +22.8% N/A
TEQI T Rowe Price Equity Income ETF $369 +0.0%
+4.6%
+13.4% +13.1% +9.6%
VIG Vanguard Dividend Appreciation $99,500 +0.4%
+3.7%
+14.2% +17.0% +14.5%
VYM Vanguard High Dividend Yield Index $72,523 +0.3%
+8.5%
+15.4% +17.6% +6.6%
XYLD Global X S&P 500 Covered Call Equity $3,033 +0.6%
+2.0%
+8.0% +19.5% +11.1%

U.S. Growth vs Value

AVLV Avantis U.S. Large Cap Value ETF $10,455 +0.6%
+13.4%
+15.1% +17.5% +17.4%
AVUV Avantis U.S. Small Cap Value ETF (Active) $23,491 +0.3%
+16.2%
+7.4% +9.3% +22.8%
CGGR Capital Group Growth $19,690 +1.4%
+0.6%
+19.8% +32.1% +42.2%
COWG Pacer US Large Cap Cows Growth $2,087 +1.1%
+4.0%
+10.2% +35.0% +20.7%
DEEP Deep Value ETF $24 +0.4%
+13.0%
+5.7% -3.0% +22.3%
DFAT Dimensional US Targeted Value ETF $12,715 +0.0%
+11.8%
+8.7% +7.8% +20.8%
DFSV Dimensional US Small Cap Value ETF $6,841 +0.1%
+13.4%
+8.6% +7.1% +19.2%
FAB First Trust AlphaDEX Multi Cap VAlue $132 -0.3%
+11.1%
+9.9% +7.8% +15.8%
FDG American Century Dynamic Growth $333 +1.2%
+2.4%
+22.1% +45.9% +37.2%
FELG Fidelity Enhncd Lrg Cap Gowth $4,724 +1.5%
+1.1%
+18.4% +35.3% N/A
FMAG Fidelity Magellan ETF $229 +1.2%
+4.2%
+10.4% +28.5% +31.2%
FNK First Trust AlphaDEX Mid Cap Value $206 -0.2%
+7.9%
+5.7% +6.6% +21.0%
FNY First Trust Mid Cap Growth $490 +0.4%
+9.9%
+14.0% +18.1% +21.1%
FTA First Trust AlphaDEX Large Cap Value $1,261 -0.4%
+10.5%
+14.9% +10.1% +10.1%
FTC First Trust Large Cap Growth $1,165 +0.6%
+6.5%
+15.9% +26.6% +20.7%
FTGS First Trust Growth Strength ETF $1,169 +0.5%
+3.9%
+12.8% +15.8% +33.7%
FYC First Trust Small Cap Growth AlphaDEX $903 +0.4%
+15.1%
+24.2% +24.0% +14.5%
FYT First Trust AlphaDEX Small Cap Value $154 +0.0%
+17.9%
+4.0% +3.2% +22.9%
IJJ iShares S&P MidCap 400 Value $8,029 -0.4%
+7.6%
+7.3% +11.6% +15.3%
IJK iShares S&P MidCap 400 Growth $10,032 -0.4%
+12.8%
+7.3% +15.7% +17.4%
IJS iShares S&P SmallCap 600 Value $7,595 +0.2%
+12.7%
+6.5% +7.3% +14.7%
IJT iShares S&P SmallCap 600 Growth $6,566 +0.5%
+13.2%
+5.3% +9.3% +17.1%
ILCG iShares Morningstar U.S. Large Cap Growth $2,563 +1.8%
+5.4%
+16.7% +32.8% +40.4%
ILCV iShares Morningstar U.S. Large Cap Value $1,167 +0.4%
+3.8%
+18.8% +17.0% +14.5%
IMCG iShares Morningstar Mid-Cap Growth $3,139 +0.3%
+9.7%
+6.6% +18.1% +20.7%
IMCV iShares Morningstar Mid-Cap Value ETF $977 -0.2%
+7.7%
+13.5% +12.3% +11.9%
ISCG iShares Morningstar Small-Cap Growth ETF $860 +0.4%
+9.6%
+12.9% +13.4% +23.1%
ISCV iShares Morningstar Small Cap Value $603 -0.3%
+8.5%
+10.4% +9.3% +16.6%
IUSG iShares Core U.S. Growth $26,348 +1.7%
+5.3%
+21.2% +34.7% +29.3%
IUSV iShares Core U.S. Value $24,113 +0.2%
+4.5%
+12.8% +12.2% +21.7%
IVE iShares S&P 500 Value Index Fund $46,665 +0.2%
+4.2%
+13.0% +12.0% +22.1%
IVOG Vanguard S&P Mid-Cap 400 Growth $1,440 -0.5%
+12.7%
+7.3% +15.6% +17.4%
IVOV Vanguard S&P Mid-Cap 400 Value $1,194 -0.4%
+7.6%
+7.6% +11.5% +15.4%
IVW iShares S&P 500 Growth Index Fund $61,792 +1.8%
+4.8%
+21.9% +35.8% +29.8%
IWN iShares Russell 2000 Value $12,533 +0.4%
+14.1%
+12.4% +7.6% +14.6%
IWO iShares Russell 2000 Growth $12,251 +0.9%
+11.0%
+12.9% +15.0% +18.5%
IWP iShares Russell Midcap Growth $18,758 -0.3%
-0.1%
+8.5% +21.9% +25.7%
IWS iShares Russell Midcap Value $14,260 -0.1%
+10.7%
+10.8% +12.9% +12.5%
IWX iShares Russell Top 200 Value $3,432 +0.4%
+6.8%
+18.2% +14.9% +10.5%
IWY iShares Russell Top 200 Growth $14,834 +1.7%
+1.1%
+18.2% +34.9% +46.5%
JAVA JP Morgan Active Value (VGIIX & HLQVX) $5,987 +0.1%
+5.2%
+14.9% +15.5% +10.5%
JGRO JP Morgan Active Growth ETF $8,263 +1.4%
+0.7%
+14.7% +32.8% +37.7%
JVAL JPMorgan U.S. Value Factor ETF $665 +0.3%
+9.0%
+16.2% +14.5% +19.5%
MDYG SPDR S&P 400 Mid Cap Growth $2,508 -0.4%
+12.8%
+7.2% +15.8% +17.3%
MDYV SPDR S&P 400 Mid Cap Value $2,426 -0.3%
+7.8%
+7.4% +11.5% +15.4%
MGK Vanguard MSCI Mega Cap 300 Growth $28,052 +2.0%
+1.9%
+20.7% +32.9% +51.7%
MGV Vanguard MSCI Mega Cap 300 Value $11,300 +0.0%
+6.5%
+15.4% +16.9% +9.2%
PVAL Putnam Focused Large Cap Value ETF $8,889 +0.0%
+7.7%
+24.2% +19.3% +18.4%
PWB PowerShares Dynamic Large Cap Growth $1,581 +1.6%
+14.2%
+24.9% +31.0% +30.6%
PWV PowerShares Dynamic U.S. Large Cap Value $1,361 -0.1%
+8.7%
+19.6% +14.5% +10.4%
QDVO Amplify CWP Growth & Income ETF (Active) $591 +1.1%
+3.5%
+20.2% N/A N/A
QGRW WisdomTree U.S. Quality Growth Fund $2,118 +2.0%
+4.8%
+19.2% +34.8% +56.0%
QVAL Alpha Architect Quant Value (Active) $493 +0.0%
+13.0%
+11.0% +12.2% +28.4%
RFG Guggenheim S&P MidCap 400 Pure Growth $308 +0.0%
+14.2%
+8.8% +17.8% +16.4%
RFV Guggenheim S&P Midcap 400 Pure Value $294 -0.8%
+7.9%
+7.6% +5.6% +30.3%
RPG Invesco S&P 500 Pure Growth ETF $1,607 +1.2%
+15.5%
+13.4% +28.2% +8.0%
RPV Invesco S&P 500 Pure Value ETF $1,667 -0.5%
+6.9%
+17.7% +12.4% +8.0%
RZG Guggenheim S&P SmallCap 600 Pure Growth $109 +0.9%
+16.4%
+10.2% +9.8% +19.1%
RZV Guggenheim S&P SmallCap 600 Pure Value $240 +0.0%
+15.1%
+8.6% +5.1% +23.0%
SCHG Schwab Dow Jones U.S. LgCap Growth (SWLGX) $48,929 +1.6%
+0.8%
+17.5% +35.0% +50.1%
SCHV Schwab Dow Jones U.S. Large Cap Value $14,892 +0.2%
+8.3%
+16.0% +14.1% +9.0%
SLYG SPDR S&P 600 Small Cap Growth $4,013 +0.5%
+13.3%
+5.2% +9.4% +17.3%
SLYV SPDR S&P 600 Small Cap Value $4,067 +0.2%
+12.8%
+6.5% +7.3% +14.8%
SPGP Invesco S&P 500 GARP ETF $2,089 +0.0%
+3.7%
+9.8% +8.5% +20.3%
SPYG SPDR Portfolio S&P 500 Growth $42,249 +1.8%
+4.9%
+22.1% +36.0% +30.0%
SPYV SPDR Portfolio S&P 500 Value $31,801 +0.2%
+4.2%
+13.2% +12.2% +22.2%
TCHP T Rowe Price Blue Chip Growth ETF (TRBCX) $1,840 +1.6%
+0.6%
+18.4% +36.1% +50.1%
TGRT T. Rowe Price Growth ETF $1,004 +1.6%
+1.0%
+16.9% +32.8% N/A
TGRW T Rowe Price Growth Stock ETF (PRGFX) $869 +1.8%
+0.0%
+15.6% +29.9% +48.9%
TVAL T. Rowe Price Value ETF $614 +0.4%
+9.3%
+15.6% +14.5% N/A
VBK Vanguard U.S. Small Cap Growth $20,339 +0.5%
+11.6%
+8.5% +16.5% +21.4%
VBR Vanguard U.S. SmallCap Value $32,665 -0.3%
+9.9%
+9.1% +12.4% +16.0%
VIOG Vanguard S&P 500 Small Cap Growth $853 +0.4%
+13.1%
+5.4% +9.2% +16.9%
VIOV Vanguard S&P Small Cap 600 Value $1,561 +0.1%
+12.7%
+6.6% +7.4% +15.0%
VOE Vanguard CRSP U.S. Midcap Value $21,241 -0.3%
+8.8%
+12.1% +14.0% +9.9%
VONG Vanguard Russell 1000 Growth ETF $37,751 +1.6%
+1.3%
+18.5% +33.2% +42.7%
VONV Vanguard Russell 1000 Value $16,856 +0.3%
+8.2%
+15.8% +14.3% +11.4%
VOOG Vanguard S&P 500 Growth $21,035 +1.8%
+4.9%
+22.1% +35.9% +30.0%
VOOV Vanguard S&P 500 Value $6,040 +0.2%
+4.2%
+13.1% +12.2% +22.2%
VOT Vanguard CRSP U.S. Midcap Growth $16,711 +0.3%
+1.7%
+10.7% +16.4% +23.1%
VTV Vanguard U.S. LargeCap Value $164,315 +0.0%
+6.8%
+15.3% +15.9% +9.3%
VTWG Vanguard Russell 2000 Growth ETF $1,191 +0.9%
+11.1%
+13.1% +15.1% +18.9%
VTWV Vanguard Russell 2000 Value ETF $1,060 +0.5%
+14.1%
+12.7% +7.8% +14.7%
VUG Vanguard U.S. LargeCap Growth (VIGRX) $187,682 +1.9%
+2.2%
+19.4% +32.7% +46.8%
WTV WisdomTree U.S. Value Fund $2,593 -0.2%
+6.1%
+13.5% +24.0% +22.3%
XMVM Invesco S&P Midcap Value With Momentum $422 -0.2%
+7.3%
+18.4% +11.7% +16.3%
XSVM Invesco S&P SmallCap Value - Momentum ETF $566 +0.5%
+14.4%
+7.4% +2.3% +20.2%

U.S. Large Cap

BALI iShares Adv. Large Cap Income ETF (Active) $847 +0.9%
+5.4%
+14.5% +22.4% N/A
BBUS JPMorgan BetaBuilders U.S. Equity ETF $7,023 +1.0%
+4.3%
+17.8% +24.9% +27.2%
BELT Blackrock LT US Concentrated Equity $8 +0.4%
+10.4%
+12.4% N/A N/A
CGUS Capital Group Core Equity ETF $8,918 +1.0%
+5.1%
+16.2% +24.9% +27.7%
COWZ Pacer US Cash Cows 100 ETF $18,101 -0.3%
+5.0%
+9.0% +10.6% +14.7%
DIA SPDR Dow Jones Industrial Average $41,750 +0.7%
+3.4%
+14.7% +14.8% +16.0%
DSPY Tema S&P 500 Historical Weight ETF $773 +0.8%
+5.6%
N/A N/A N/A
DSTL Distillate US Fdmtl Stability & Value ETF $1,795 -0.4%
+2.5%
+8.7% +12.8% +22.7%
EDOW First Trust Dow 30 Equal Weight ETF $287 +0.4%
+3.3%
+15.5% +13.2% +15.5%
EPS WidomTree Earnings 500 ETF $1,350 +0.9%
+5.2%
+17.4% +24.0% +22.8%
FEX First Trust AlphaDEX Large Cap Core $1,404 +0.1%
+9.4%
+15.1% +17.1% +14.3%
FFLC Fidelity Fundamental Large Cap Core Eq $975 +1.2%
+6.4%
+17.7% +27.9% +25.1%
FNDB Schwab Fundamental Broad Market $1,139 +0.3%
+8.8%
+16.2% +16.3% +18.4%
FNDX Schwab Fundamental U.S. LgCap $23,733 +0.3%
+8.6%
+16.9% +16.8% +18.2%
FTQI First Trust Nasdaq BuyWrite Income ETF $784 +0.7%
+5.3%
+12.7% +18.3% +23.6%
GSLC Goldman Sachs ActiveBeta U.S. Large Cap $13,953 +0.7%
+3.4%
+16.2% +24.2% +25.1%
GUSE Goldman Sachs Enhanced U.S. Equity ETF $318 +1.1%
+5.6%
+13.7% +23.0% +28.4%
ILCB iShares Morningstar U.S. Large Core $1,123 +1.0%
+4.5%
+17.7% +25.0% +26.9%
ITOT iShares Core S&P Total US Market $80,196 +0.9%
+5.1%
+17.0% +23.8% +26.1%
IVV iShares Core S&P 500 ETF $725,347 +1.0%
+4.6%
+17.8% +24.9% +26.3%
IWB iShares Russell 1000 Index Fund $43,087 +1.0%
+4.6%
+17.2% +24.3% +26.4%
IWL iShares Russell Top 200 $1,934 +1.2%
+3.7%
+19.1% +27.1% +29.8%
IWV iShares Russell 3000 Index Fund $17,169 +0.9%
+4.9%
+17.0% +23.5% +25.8%
IYY iShares DJ U.S. Index Fund $2,602 +1.0%
+4.7%
+17.1% +24.2% +26.5%
JEPQ JPMorgan NASDAQ Equity Premium $34,492 +0.4%
+4.1%
+15.2% +24.9% +36.3%
JPEF JPMorgan Equity Focus ETF $1,721 +0.7%
+3.8%
+12.1% +28.2% N/A
JQUA JP Morgan US Quality Factor $6,870 +0.7%
+4.7%
+11.7% +21.2% +25.1%
MGC Vanguard MSCI Mega Cap 300 $8,532 +1.3%
+3.9%
+19.3% +27.2% +29.8%
OEF iShares S&P U.S. 100 Index $17,909 +1.4%
+2.5%
+19.8% +30.7% +32.7%
PRF FTSE RAFI US 1000 Portfolio (FNDX) $8,792 +0.3%
+8.4%
+18.3% +16.7% +15.7%
RECS Columbia Research Enhanced Core ETF $4,926 +0.5%
+2.8%
+19.3% +26.3% +23.2%
ROE Astoria US Equity Weight Quality Kings $214 +0.6%
+10.8%
+17.2% +18.3% N/A
RWL RevenueShares U.S. Large Cap Fund $8,122 +0.1%
+6.7%
+18.6% +16.4% +17.4%
SCHB Schwab Dow Jones U.S. Broad Market $37,204 +0.9%
+5.1%
+16.9% +23.9% +26.2%
SCHX Schwab Dow Jones U.S. Large-Cap (SNXFX) $61,919 +0.9%
+4.5%
+17.5% +24.9% +26.9%
SPTM SPDR Portfolio S&P 1500 Comp Stock Mkt ETF $11,830 +1.0%
+5.1%
+16.9% +23.9% +25.5%
SPYM State Street SPDR Portfolio S&P 500 $119,976 +1.0%
+4.6%
+17.8% +25.0% +26.2%
TCAF T Rowe Price Capital Appreciation ETF $6,253 +1.0%
+2.7%
+15.5% +20.9% N/A
TOPT iShares Top 20 US Stocks ETF $500 +1.6%
+1.6%
+20.3% N/A N/A
TSPA T Rowe Price US Research ETF (PRCOX) $2,114 +1.1%
+5.1%
+16.4% +26.4% +30.0%
VFLO VictoryShares Free Cash Flow ETF $6,193 +0.4%
+6.8%
+17.5% +21.8% N/A
VONE Vanguard Russell 1000 $7,016 +1.0%
+4.6%
+17.2% +24.5% +26.4%
VOO Vanguard S&P 500 $820,523 +1.0%
+4.6%
+17.8% +25.0% +26.3%
VV Vanguard MSCI U.S. Large Cap $45,930 +1.1%
+4.3%
+18.1% +25.3% +27.2%
XLG Invesco S&P 500 Top 50 $9,823 +1.5%
+2.1%
+19.5% +33.5% +38.2%
XMAG Defiance Large Cap Ex-Mag 7 ETF $128 +0.6%
+4.9%
+15.6% N/A N/A

U.S. Small & Midcap

AVSC Avantis U.S. Small Cap Equity ETF $2,440 +0.3%
+15.2%
+9.4% +7.8% +19.3%
CALF Pacer US Small Cap Cash Cows 100 ETF $3,244 +0.3%
+8.7%
+2.3% -7.4% +35.4%
CZA Guggenheim Mid-Cap Core ETF $180 -0.5%
+5.0%
+8.3% +12.1% +7.0%
DFAS Dimensional U.S. Small Cap ETF $12,828 +0.2%
+10.8%
+8.2% +10.2% +17.8%
EES WisdomTree SmallCap Earnings Fund $637 +0.5%
+10.6%
+7.0% +9.9% +18.5%
ESML iShares ESG Aware MSCI USA Small-Cap ETF $2,155 +0.1%
+11.6%
+10.6% +12.0% +17.3%
EZM WisdomTree Midcap Earnings Fund $833 -0.6%
+8.1%
+8.4% +10.3% +19.7%
FDM First Trust DJ Select MicroCap $228 +0.1%
+10.4%
+18.6% +13.0% +12.7%
FFSM Fidelity Fundamental Small-Mid Cap ETF $1,111 +0.0%
+14.7%
+14.9% +14.4% +17.3%
FNDA Schwab Fundamental U.S. Small Cap $9,342 +0.1%
+12.4%
+7.4% +9.0% +20.3%
FNX First Trust AlphaDEX Mid Cap Core $1,225 +0.0%
+9.5%
+9.9% +12.2% +20.4%
FSMD Fidelity Small-Mid Multifactor ETF $2,166 +0.2%
+10.5%
+8.7% +15.2% +17.4%
FYX First Trust AlphaDEX Small Cap Core $1,050 +0.0%
+16.7%
+12.7% +12.2% +18.3%
GRPM Invesco S&P MidCap 400 GARP ETF $461 -0.1%
+4.6%
+7.8% +15.7% +18.8%
GSC GS Small Cap Core $156 -0.2%
+10.7%
+6.2% +13.8% N/A
IJH iShares Core S&P MidCap 400 Index $107,094 -0.4%
+10.3%
+7.4% +13.9% +16.4%
IJR iShares Core S&P SmallCap 600 Index $92,510 +0.4%
+13.0%
+5.9% +8.6% +16.1%
IMCB iShares Morningstar Mid-Cap ETF $1,449 +0.1%
+8.6%
+10.3% +15.1% +16.4%
IVOO Vanguard S&P Mid-Cap 400 $3,182 -0.4%
+10.3%
+7.5% +13.8% +16.4%
IWC iShares Russell Microcap Index $1,220 +1.5%
+15.0%
+22.4% +13.6% +9.0%
JMEE JPM Small & Midcap Enhanced Eqt $2,399 -0.1%
+12.3%
+7.7% +13.6% +18.1%
JPME JPMorgan Diversified Ret US Mid Cap $400 -0.2%
+11.1%
+8.3% +13.6% +11.3%
JSMD Janus Small Mid Cap Growth $825 +0.8%
+10.2%
+9.2% +15.1% +26.8%
MDY S&P MidCap 400 SPDRs $24,369 -0.4%
+10.2%
+7.2% +13.6% +16.1%
NUMG Nuveen ESG Mid-Cap Growth ETF $331 +0.6%
-7.1%
+0.8% +12.0% +20.5%
NUSC Nuveen ESG Small-Cap ETF $1,186 +0.1%
+9.6%
+7.7% +8.3% +15.7%
PRFZ PowerSh RAFI US 1500 Sml-Midcap $2,629 +0.3%
+10.1%
+11.2% +12.7% +20.2%
QQQJ Invesco NASDAQ Next Gen 100 $859 +0.3%
+11.4%
+20.4% +15.4% +13.7%
RSP S&P 500 Equal Weight $85,494 +0.0%
+6.1%
+11.2% +12.8% +13.7%
RYLD Russell 2000 Covered Call ETF $1,269 +0.4%
+4.2%
+5.6% +10.1% +0.3%
SCHA Schwab Dow Jones U.S. Small-Cap $20,011 +0.4%
+13.4%
+11.6% +11.2% +18.5%
SCHM Schwab Dow Jones U.S. Mid-Cap $13,036 +0.3%
+12.6%
+10.2% +12.0% +16.7%
SMDV ProShares Russell 2000 Dividend Grwth $631 -0.3%
+9.7%
+0.3% +7.0% +9.0%
SMLF iShares Edge MSCI Multifct SmCp $3,312 +0.1%
+10.7%
+12.3% +16.3% +20.0%
SMMD Shares Russell 2500 ETF $2,619 +0.4%
+12.9%
+11.7% +11.9% +17.7%
SPMD SPDR Portfolio Mid Cap ETF $15,749 -0.4%
+10.3%
+7.4% +13.9% +16.5%
SPSM SPDR Portfolio Small Cap ETF $13,965 +0.3%
+13.0%
+6.1% +8.5% +16.1%
TMSL T. Rowe Price Small-Mid Cap ETF $1,571 +0.1%
+11.9%
+12.0% +15.8% N/A
VB Vanguard U.S. Small Cap $71,149 +0.0%
+10.6%
+8.9% +14.2% +18.2%
VIOO Vanguard S&P Small Cap 600 $3,406 +0.4%
+13.0%
+6.0% +8.5% +16.2%
VO Vanguard CRSP U.S. Mid Cap $92,744 -0.1%
+6.0%
+11.6% +15.3% +16.0%
VTWO Vanguard Russell 2000 $14,022 +0.7%
+12.6%
+12.9% +11.5% +17.1%
VXF Vanguard Extended Market ETF $25,858 +0.4%
+8.8%
+11.4% +16.9% +25.5%
XMHQ Invesco S&P MidCap Quality ETF $5,081 +0.2%
+6.0%
+4.7% +16.8% +29.5%
XMLV PowerShares S&P MidCap Low Volatility $718 -0.9%
+5.4%
+5.5% +17.1% +1.8%
XMMO Invesco S&P Midcap Momentum ETF $5,923 -0.1%
+14.2%
+13.0% +38.0% +20.4%
XSLV PowerShares S&P SmallCap Low Volatility $231 -0.3%
+7.2%
+0.3% +9.8% +1.3%
XSMO Invesco S&P SmallCap Momentum ETF $2,309 +0.7%
+18.4%
+9.8% +17.4% +21.5%

Other U.S. Equity ETFs

AIVL WisdomTree U.S. AI Enhanced Value Fund $377 +0.4%
+6.3%
+9.7% +13.5% +7.2%
AUSF Global X Adaptive U.S. Factor ETF $836 -0.2%
+6.9%
+13.7% +16.1% +22.2%
AVUS Avantis U.S. Equity ETF (Active) $10,982 +0.8%
+8.2%
+16.7% +20.4% +21.8%
BBH Market Vectors Biotech 25 ETF $374 +0.0%
+0.8%
+21.2% -4.3% +3.9%
BFOR Barrons 400 ETF $201 +0.5%
+8.2%
+13.8% +17.8% +18.2%
BIBL Inspire 100 ETF $379 -0.2%
+16.7%
+17.3% +12.5% +17.9%
BIZD VanEck Vectors BDC Income ETF $1,382 +0.9%
-4.7%
-5.0% +15.7% +27.1%
BMVP Invesco Bloomberg MVP Multi-factor ETF $99 -0.2%
+5.5%
+6.1% +17.5% +19.0%
BUZZ Van Eck Vectors Social Media Sentiment ETF $87 +3.0%
+6.5%
+30.6% +33.7% +54.6%
CAPE Doubleline Shiller CAPE U.S. Equities ETF $262 +0.0%
+0.9%
+9.1% +14.4% +27.6%
CDL VictoryShares US LgCp Hi Div Vol Wtd ETF $375 -0.3%
+10.0%
+9.0% +15.6% +3.0%
CFA VictoryShares US 500 Volatility Wtd ETF $514 -0.1%
+5.3%
+8.6% +15.3% +11.9%
CFO Victory CEMP US 500 Enhanced Vol Wtd ETF $398 -0.1%
+5.3%
+8.6% +15.4% -3.6%
CNEQ Alger Concentrated Growth Equity $393 +1.8%
+6.4%
+33.6% N/A N/A
CSD Guggenheim Spin-Off ETF $114 +1.7%
+27.9%
+21.6% +27.6% +23.8%
CSM ProShares Credit Suisse 130-30 Large Cap $460 +0.8%
+2.9%
+21.8% +22.1% +23.5%
DFAC Dimensional US Core Equity 2 ETF $40,696 +0.6%
+6.7%
+15.7% +19.6% +22.0%
DFAU Dimensional US Core Equity ETF (Active) $10,315 +0.9%
+5.4%
+16.8% +23.2% +24.8%
DFUS Dimensional U.S. Equity ETF $18,103 +1.0%
+4.8%
+17.5% +24.3% +26.4%
DGRS WisdomTree US SmallCap Qual Div Growth $361 +0.0%
+14.0%
-0.4% +10.4% +21.1%
DOGG FT Vest DJIA Dogs 10 Target $61 -0.1%
+5.3%
+19.4% -2.6% N/A
DSI iShares MSCI KLD 400 Social ETF $4,654 +0.7%
+3.8%
+18.0% +22.4% +28.5%
DUSA Davis Select US Equity ETF $1,043 +0.4%
+6.0%
+22.6% +20.4% +34.2%
DWAS PowerShares DWA SmallCap Technical Ldrs $363 +1.1%
+16.5%
+6.1% +9.8% +16.9%
EQAL PowerShares Russell 1000 Equal Weight $752 -0.1%
+10.9%
+11.0% +11.4% +12.0%
EQL ALPS Equal Sector Weight $647 +0.3%
+7.2%
+13.1% +16.4% +16.9%
EQWL Invesco S&P 100 Equal Weight $2,303 +0.5%
+3.1%
+17.6% +19.1% +19.5%
ESGU iShares ESG MSCI USA ETF $14,935 +0.9%
+4.2%
+16.9% +24.3% +25.8%
ESGV Vanguard ESG US Stock ETF $11,216 +1.1%
+3.6%
+16.5% +24.7% +30.8%
EUSA iShares MSCI USA Equal Weighted ETF $1,506 +0.1%
+5.4%
+10.2% +14.6% +17.7%
FAD First Trust Multi Cap Growth AlphaDEX ETF $402 +0.5%
+9.2%
+17.2% +23.8% +19.1%
FBCG Fidelity Blue Chip Growth ETF (FBGRX) $5,309 +1.7%
+6.1%
+18.6% +39.0% +58.0%
FDRR Fidelity Dividend ETF for Rising Rates $641 +0.6%
+3.9%
+21.7% +20.2% +13.7%
FFLG Fidelity Fundamental Large Cap Growth ETF $489 +1.9%
+7.2%
+19.6% +32.3% +49.7%
FGSI FT Vest Growth Strength & Tgt Income ETF $3 +0.5%
+4.1%
N/A N/A N/A
FLQL Franklin U.S. Large Cap Multifactor ETF $1,752 +0.7%
+7.0%
+19.6% +24.3% +23.6%
FPX First Trust IPO-100 US Index Fund $1,178 +2.6%
+10.2%
+37.6% +24.7% +22.3%
FTLS First Trust Long-Short Equity $2,171 +0.4%
+2.2%
+9.1% +18.8% +16.9%
FV First Trust Dorsey Wright Focus 5 ETF $3,264 +0.6%
+3.3%
+7.2% +14.7% +11.3%
FVC First Trust Dorsey Wright Dynamic Focus 5 $97 +0.6%
+2.9%
+2.1% +12.4% -4.6%
GARP iShares MSCI USA Quality GARP $1,380 +1.7%
+7.5%
+21.5% +37.4% +42.9%
GRNY Fundstrat Granny Shots US Large $3,884 +1.6%
+6.9%
+24.0% N/A N/A
GSSC Goldman Sachs ActiveBeta US Small Cap $854 +0.6%
+9.5%
+10.8% +11.1% +17.3%
GVIP Goldman Sachs Hedge Industry VIP ETF $440 +1.7%
+7.0%
+25.3% +29.8% +39.1%
HTUS Hull Tactical US ETF $125 +0.9%
+4.9%
+16.6% +25.1% +30.1%
INFL Horizon Kinetics Infl Benefic $1,475 +1.2%
+20.5%
+18.3% +23.3% +1.6%
IPKW PowerShares Intl BuyBack Achievers $522 +0.1%
+4.9%
+45.5% +10.5% +15.1%
IPO Renaissance IPO ETF $120 +2.1%
+9.1%
+5.5% +15.7% +52.5%
ISPY S&P 500 High Income ETF $1,163 +1.0%
+3.3%
+13.1% +21.3% N/A
JHML John Hancock Multifactor Large Cap ETF $1,024 +0.5%
+5.9%
+15.9% +19.8% +21.1%
JPUS JPMorgan Diversified Return US Eq ETF $406 -0.1%
+10.1%
+11.2% +13.5% +11.0%
MILN Global X Milennials Thematic ETF $91 -0.7%
-3.4%
+4.6% +27.1% +36.3%
MOAT Market Vectors Morningstar Wide Moat ETF $11,584 +0.1%
-1.8%
+13.2% +10.7% +31.9%
OMFL Invesco Russell 1000 Multifactor ETF $4,212 +0.8%
+6.7%
+13.7% +6.8% +21.5%
ONEQ Fidelity Nasdaq Composite $8,691 +1.6%
+6.3%
+20.9% +29.3% +45.7%
OUSA ALPS OShares U.S. Quality Dividend ETF $733 +0.0%
-0.1%
+10.2% +17.1% +13.4%
PKW PowerShares Buyback Achievers $1,568 -0.3%
+3.9%
+17.9% +17.3% +17.2%
POWA Invesco Bloomberg Pricing Power ETF $181 +0.0%
-0.4%
+11.7% +13.2% +10.6%
PSP PowerShares Global Listed Private Equity $226 +0.6%
-6.3%
+6.5% +17.4% +37.8%
PWRD TCW Transform Systems ETF $1,250 +1.4%
+13.7%
+32.8% +28.5% +20.8%
QQEW First Trust NASDAQ Equal-Weighted Index $1,576 +1.6%
-2.1%
+14.2% +7.0% +33.3%
QQQE Direxion NASDAQ-100 Equal Wtd ETF $1,146 +1.1%
+5.7%
+14.6% +7.0% +33.8%
QQQI NEOS Nasdaq-100 High Income ETF (Active) $9,392 +1.0%
+4.3%
+18.6% N/A N/A
QQQM Invesco NASDAQ 100 ETF (Mini) $69,746 +1.6%
+6.8%
+20.8% +25.7% +55.0%
QYLD NASDAQ 100 Covered Call ETF $8,131 +0.8%
+4.8%
+9.3% +19.3% +22.7%
QYLG Global X NASDAQ 100 Covered Call & Growth $132 +1.2%
+5.7%
+15.3% +22.2% +38.7%
RDVY First Trust Rising Dividend Achievers $20,018 +0.4%
+7.9%
+18.9% +16.4% +20.4%
RWJ RevenueShares U.S. Small Cap $1,643 +0.0%
+13.2%
+7.7% +11.8% +16.2%
RWK RevenueShares U.S. Mid Cap Fund $1,120 -1.3%
+10.5%
+10.3% +11.9% +23.8%
SCHK Schwab 1000 ETF $4,778 +1.0%
+4.8%
+17.2% +24.5% +26.6%
SECT Main Sector Rotation ETF $2,321 +0.9%
+3.4%
+17.8% +18.6% +21.1%
SHE SPDR Gender Diversity ETF $271 +1.0%
+6.4%
+15.5% +23.4% +22.4%
SPHB PowerShares S&P 500 High Beta Index $600 +1.2%
+14.7%
+32.9% +8.5% +33.3%
SPXT ProShares S&P 500 Ex-Technology $251 +0.3%
+3.1%
+15.1% +19.9% +16.3%
SPYI NEOS S&P 500 High Income ETF (Active) $8,219 +0.6%
+3.2%
+16.7% +19.0% +18.1%
SPYX SPDR S&P 500 Fossil Fuel Free ETF $2,359 +1.0%
+3.9%
+17.9% +25.5% +26.4%
SSUS Day Hagan NDR Smart Sector ETF (Active) $499 +1.1%
+5.9%
+16.5% +18.9% +18.2%
SUSA iShares MSCI USA ESG Select ETF $3,496 +0.9%
+3.8%
+15.7% +22.4% +23.9%
SUSL iShares ESG MSCI USA Leaders ETF $981 +0.8%
+2.9%
+19.0% +23.5% +29.1%
SYLD Cambria Shareholder Yield ETF $910 +0.1%
+14.1%
+3.9% +3.4% +16.5%
TILT FlexShares Morningstar US Factor Tilt $1,871 +0.7%
+5.5%
+16.6% +19.9% +24.7%
TMFC Motley Fool 100 Index ETF $1,789 +1.3%
+2.7%
+19.6% +35.3% +47.0%
UPGD Invesco Bloomberg Analyst Rating Improvers $101 -0.6%
+3.9%
+8.9% +13.3% +15.7%
USMF Wisdomtree US Multifactor $349 -0.1%
+0.7%
+4.6% +19.7% +13.5%
VTHR Vanguard Russell 3000 $3,977 +1.0%
+5.0%
+17.0% +23.6% +25.9%
XNTK SPDR NYSE Technology $1,473 +2.0%
+9.8%
+38.1% +23.5% +70.1%
XYLG Global X SP500 Covered Call & Growth $61 +0.8%
+3.2%
+12.9% +22.5% +18.1%
All returns are Total Return: calculated using market prices and include any dividends
* Total Net Assets (million) as of end Mar-2026