through: Jan 15, 2026

ETF Return Summary: Quasi-Equity: Buffer, REITs, Preferreds, MLPs etc

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

Largest ETFs In Broader Category
AMLP ALPS Alerian MLP Infrastructure Index $10,279 +0.0%
+4.4%
+5.8% +22.7% +21.4%
BUFR FT Cboe Vest Fund of Buffer ETFs $7,638 +0.1%
+0.8%
+12.4% +14.7% +19.6%
PFF iShares S&P US Preferred Stock Index $14,744 +0.3%
+2.8%
+4.9% +7.2% +9.2%
VNQ Vanguard MSCI U.S. REIT $34,524 +0.7%
+3.4%
+3.3% +4.8% +11.8%

Real Estate Investment Trusts (REITs)
BBRE JPM BETABLDRS MSCI US REIT $964 +0.4%
+3.2%
+2.1% +8.2% +13.9%
DFAR Dimensional US Real Estate ETF $1,400 +0.6%
+3.3%
+1.3% +5.3% +11.0%
DTCR Global X Data Center & Digital Infra ETF $492 +0.3%
+11.3%
+29.0% +14.9% +18.9%
FRI First Trust S&P REIT $152 +0.5%
+3.3%
+2.8% +7.8% +13.3%
HAUZ DWS Xtrackers International Real Estate $907 +0.4%
+3.3%
+22.7% -5.5% +6.4%
ICF iShares Cohen&Steers Realty REIT $1,929 +0.6%
+3.1%
+1.9% +5.3% +10.4%
IFGL iShares FTSE Developed Real Estate ex-U.S. $95 +0.7%
+2.9%
+24.3% -7.2% +5.4%
IYR iShares Dow Jones Real Estate REIT $3,782 +0.7%
+3.3%
+3.4% +4.4% +11.9%
KBWY PowerShares KBW Premium Yield Equity REIT $253 +0.9%
+6.5%
-5.3% -3.5% +12.9%
MORT Market Vectors Global Mortgage REIT $320 +1.7%
+6.6%
+12.1% +0.3% +14.9%
REET iShares Global REIT $3,922 +0.4%
+2.7%
+8.0% +2.7% +10.3%
REM iShares FTSE U.S. Mortgage REIT $601 +1.6%
+6.3%
+13.4% -0.9% +14.5%
REZ iShares FTSE NAREIT Residential Index $804 +0.5%
+3.1%
+4.8% +12.7% +11.0%
RWO SPDR Dow Jones Global Real Estate $1,137 +0.4%
+3.4%
+8.8% +1.7% +10.9%
RWR SPDR Dow Jones REIT $1,862 +0.5%
+3.3%
+3.2% +7.7% +13.8%
RWX SPDR DJ International Real Estate $298 +0.6%
+2.5%
+26.2% -12.2% +6.3%
SCHH Schwab Dow Jones U.S. REIT Index $8,416 +0.6%
+3.4%
+2.2% +5.0% +11.2%
SRVR Pacer Benchmark Data & Infras RE SCTR ETF $433 +0.9%
+6.8%
-2.0% +2.7% +6.9%
USRT iShares Core US REIT $3,186 +0.5%
+3.4%
+2.5% +8.6% +13.7%
VNQI Vanguard S&P Global ex-U.S. REIT $3,589 +0.5%
+3.2%
+21.4% -2.3% +7.0%
WTRE WisdomTree New Economy Real Estate $15 +0.7%
+8.0%
+26.4% -3.3% +14.0%
XLRE U.S. Real Estate Sector SPDR $7,889 +0.7%
+3.3%
+2.6% +5.1% +12.4%

Preferred Stock Indexes
FPE First Trust Preferred Securities Income $6,210 +0.1%
+0.7%
+9.2% +11.2% +6.8%
PFFA Virtus InfraCap U.S. Preferred Stock ETF $1,866 +0.3%
+2.0%
+8.2% +16.1% +26.5%
PFFD Global X US Preferred ETF $2,361 +0.2%
+3.2%
+3.2% +7.1% +6.9%
PFXF Market Vectors Pref Ex-Financials $1,956 +0.2%
+3.9%
+9.6% +8.4% +11.2%
PGF PowerShares Financial Sector Preferred $807 +0.4%
+1.8%
+3.4% +6.0% +7.7%
PGX PowerShares U.S. Preferred Stock $3,982 +0.3%
+1.7%
+3.5% +6.5% +9.5%
PREF Principal Spectrum Preferred Active ETF $1,321 -0.1%
+0.3%
+7.6% +11.4% +7.4%
PSK SPDR Wells Fargo Preferred Aggregate $827 +0.4%
+2.1%
+2.7% +4.8% +8.9%
VRP PowerShares Variable Rate Preferred $2,265 +0.1%
+0.7%
+7.3% +11.1% +10.3%

Master Limited Partnerships (MLP's)
AMZA InfraCap Active MLP ETF $392 -0.7%
+4.7%
+0.2% +30.9% +23.4%
EINC VanEck Vectors Energy Income $73 -0.1%
+0.9%
+7.1% +42.8% +15.6%
EMLP First Trust N American Energy Infrastruct $3,373 +0.7%
+3.1%
+9.7% +33.4% +8.0%
MLPA Global X MLP ETF $1,805 -0.1%
+4.3%
+5.7% +20.3% +15.9%
MLPX Global X MLP & Energy Infrastructure ETF $2,638 -0.2%
+1.5%
+4.9% +42.9% +15.7%

Benchmark ETFs (Built-In Asset Allocations)
AOA S&P Target Risk AGGRESSIVE Allocation ETF $2,623 +0.3%
+2.2%
+19.6% +13.5% +18.3%
AOK iShares S&P Conservative Allocation $660 +0.1%
+1.4%
+11.3% +6.6% +10.9%
AOM iShares S&P Moderate Allocation $1,613 +0.1%
+1.3%
+13.3% +7.9% +12.4%
AOR iShares S&P Balanced-Growth Allocation $2,826 +0.1%
+1.8%
+16.4% +10.7% +15.8%
CGBL Capital Group Core Balanced ETF N/A +0.2%
+2.5%
+15.3% +16.6% N/A
GAL SPDR SSGA Global Allocation $271 +0.2%
+2.2%
+16.0% +9.8% +13.3%
GMOM Cambria Global Momentum ETF $119 +0.8%
+5.5%
+20.6% +6.7% +0.7%
INKM SPDR SSgA Income Allocation ETF $72 +0.1%
+1.9%
+11.0% +5.7% +10.3%
IYLD iShares Multi-Asset Income $121 +0.0%
+1.7%
+15.4% +2.0% +12.6%

Rules-Based Strategy ETPs
ALTL Pacer Lunt Large Cap Alternator ETF $110 +0.8%
+3.2%
+16.6% +12.3% -15.9%
DYNF BlackRock U.S. Equity Factor Rotation ETF $27,313 +0.4%
+0.5%
+20.0% +30.3% +36.3%
FCTR First Trust Lunt U.S. Factor Rotation ETF $59 +0.4%
+5.7%
+8.6% +19.5% +0.7%
FTHI First Trust BuyWrite Income ETF $1,638 +0.5%
+1.4%
+11.0% +19.0% +20.7%
HNDL Strategy Shares Nasdaq 7HANDL ETF $680 +0.1%
+1.4%
+10.7% +10.7% +13.3%
LGH HCM Defender 500 Index ETF $565 +0.3%
+1.3%
+19.5% +27.0% +24.2%
PBP PowerShares S&P 500 Buy-Write Index $296 +0.0%
+0.8%
+8.5% +19.8% +11.6%
PHDG PowerShares S&P 500 Downside Hedged ETF $75 +0.2%
+1.4%
+2.7% +10.9% +8.2%
QAI IQ Hedge Multi-Strategy Tracker $715 +0.3%
+2.4%
+8.3% +6.7% +10.1%
QMOM Alpha Architect US Quantitative Momo ETF $336 +2.0%
+8.3%
+2.4% +30.4% +9.5%
QQH HCM DEFENDER 100 $656 +0.4%
+0.8%
+15.7% +33.6% +48.0%
SURE AdvisorShares Insider Advantage ETF $49 +0.8%
+4.4%
+10.6% +12.2% +23.3%
WTMF WisdomTree DTI Managed Futures $174 +0.2%
+3.6%
+12.2% +3.2% +16.7%

Structured Outcome Products
APRT AllianzIM LgCap 12mo-Reset Buffer10pct APR $42 +0.1%
+0.4%
+8.0% +15.1% +22.1%
BALT Innovator SP500 20pct Quarterly Buffer $1,726 +0.1%
+0.4%
+6.7% +10.0% +7.5%
BAPR Innovator SP500 9pct Starting Buffer - Apr $342 +0.1%
+0.5%
+8.3% +16.0% +23.2%
BAUG Innovator SP500 9pct Starting Buffer - Aug $222 +0.2%
+0.8%
+14.8% +21.1% +20.1%
BDEC Innovator SP500 9pct Starting Buffer - Dec $210 +0.0%
+0.9%
+15.0% +12.7% +19.9%
BFAP FT Vest Bitcoin Strategy Floor15 - April $2 -1.5%
+6.9%
N/A N/A N/A
BFEB Innovator SP500 9pct Starting Buffer - Feb $196 +0.2%
+1.1%
+13.0% +17.6% +22.4%
BFJL FT Vest Bitcoin Strategy Floor15 - July $3 -1.3%
+3.5%
N/A N/A N/A
BJAN Innovator SP500 9pct Starting Buffer - Jan $295 +0.2%
+1.0%
+14.8% +17.4% +23.7%
BJUL Innovator SP500 9pct Starting Buffer - Jul $297 +0.2%
+0.8%
+13.9% +18.4% +21.7%
BJUN Innovator SP500 9pct Starting Buffer - Jun $174 +0.1%
+0.8%
+12.6% +16.3% +16.8%
BMAR Innovator SP500 9pct Starting Buffer - Mar $180 +0.1%
+0.8%
+15.0% +16.5% +23.1%
BMAY Innovator SP500 9pct Starting Buffer - May $156 +0.1%
+0.5%
+11.2% +19.1% +16.7%
BNOV Innovator SP500 9pct Starting Buffer - Nov $134 +0.2%
+0.9%
+13.2% +12.5% +17.2%
BOCT Innovator SP500 9pct Starting Buffer - Oct $230 +0.2%
+1.0%
+14.3% +12.4% +21.1%
BSEP Innovator SP500 9pct Starting Buffer - Sep $251 +0.0%
+0.9%
+14.8% +17.0% +20.9%
BUFB Innovator Laddered Alloc Buffer ETF $224 +0.2%
+0.8%
+13.4% +16.4% +20.5%
BUFD FT Cboe Vest Fund of Deep Buffer ETFs $1,494 +0.0%
+0.6%
+10.7% +12.4% +15.4%
BUFF Innovator Laddered Allocation Power Buffer $748 -0.1%
+0.6%
+11.0% +12.1% +16.5%
BUFG FT Vest Buffered Allocation Growth ETF $287 +0.1%
+0.9%
+12.3% +15.1% +18.5%
BUFH FT Vest Laddered Max Buffer ETF $10 +0.1%
+0.2%
N/A N/A N/A
BUFQ FT Vest Laddered NASDAQ 10pct Buffered $1,074 +0.2%
+0.6%
+14.0% +16.4% +35.5%
BUFS FT Vest Laddered Small Cap Moderate Buffer $101 +0.3%
+2.8%
+7.1% N/A N/A
BUFT FT Vest Buffered Allocation Defensive ETF $129 +0.0%
+0.2%
+9.7% +7.7% +12.9%
BUFX FT Vest Laddered Enhance & Moderate Buffer $5 +0.0%
+0.4%
N/A N/A N/A
BUFY FT Vest Laddered Intl Moderate Buffer $45 +0.0%
+1.5%
+18.2% N/A N/A
BUFZ FT Vest Laddered Moderate Buffer $644 +0.2%
+0.5%
+11.1% +11.5% N/A
DHDG FT Vest U.S. Equity Qrtly 2.5 to 15 Buffer $45 +0.3%
+1.6%
+11.4% N/A N/A
EALT Innovator US Equity 5 to 15 Buffer Qtrly $133 +0.2%
+1.3%
+9.4% +18.0% N/A
FHDG FT Vest U.S. Equity Qtrly Dynamic Buffer $153 +0.1%
+0.5%
+10.6% N/A N/A
HEGD Swan Hedged Equity US Large Cap ETF N/A +0.0%
+1.0%
+12.9% +15.2% +14.2%
HELO JP Morgan Hedged Equity ETF $3,421 +0.0%
+0.5%
+7.8% +18.0% N/A
HEQQ JP Morgan Hedged NASDAQ $30 +0.1%
+1.1%
N/A N/A N/A
HEQT Simplify Hedged Equity ETF $304 +0.2%
+1.0%
+10.1% +18.3% +16.6%
IVVB iShares SP500 5-20pct Deep Buffer ETF $114 +0.2%
+1.1%
+9.6% +18.7% N/A
IVVM iShares 5pct Starting Moderate Buffer ETF $133 +0.2%
+0.9%
+14.2% +16.1% N/A
NAPR Innovator QQQ 15pct Power Buffer - Apr $216 +0.0%
+0.3%
+6.6% +13.3% +30.6%
NJAN Innovator QQQ 15pct Power Buffer - Jan $296 +0.2%
+0.5%
+14.2% +15.4% +20.9%
NJUL Innovator QQQ 15pct Power Buffer - Jul $257 +0.1%
+0.6%
+15.7% +13.9% +29.5%
NOCT Innovator QQQ 15pct Power Buffer - Oct $160 +0.2%
+0.4%
+12.8% +12.1% +30.7%
OCTT AllianzIM LgCap 12mo-Reset Buffer10pct OCT $47 +0.2%
+0.9%
+13.9% +11.9% +20.9%
PAPR Innovator SP500 15pct Power Buffer - Apr $818 +0.1%
+0.4%
+6.6% +12.3% +16.5%
PAUG Innovator SP500 15pct Power Buffer - Aug $1,004 +0.1%
+0.7%
+12.3% +15.4% +17.7%
PDEC Innovator SP500 15pct Power Buffer - Dec $1,002 +0.1%
+0.7%
+12.9% +9.5% +17.4%
PFEB Innovator SP500 15pct Power Buffer - Feb $825 +0.0%
+0.7%
+10.6% +12.7% +15.0%
PJAN Innovator SP500 15pct Power Buffer - Jan $1,217 +0.1%
+0.8%
+11.3% +13.5% +18.2%
PJUL Innovator SP500 15pct Power Buffer - Jul $1,213 +0.3%
+0.7%
+12.8% +13.8% +19.9%
PJUN Innovator SP500 15pct Power Buffer - Jun $765 +0.2%
+0.6%
+11.6% +12.4% +12.3%
PMAR Innovator SP500 15pct Power Buffer - Mar $633 +0.2%
+0.6%
+11.8% +12.8% +15.9%
PMAY Innovator SP500 15pct Power Buffer - May $630 +0.1%
+0.4%
+10.3% +14.1% +12.0%
PNOV Innovator SP500 15pct Power Buffer - Nov $610 +0.1%
+0.8%
+10.3% +10.0% +14.1%
POCT Innovator SP500 15pct Power Buffer - Oct $776 +0.1%
+0.6%
+11.0% +9.5% +20.1%
PSEP Innovator SP500 15pct Power Buffer - Sep $1,020 +0.2%
+0.7%
+11.9% +12.4% +18.8%
QFLR Innovator NASDAQ-100 Managed Floor ETF $345 +0.2%
+1.8%
+17.3% N/A N/A
SQMX FT Vest U.S. Equity Quarterly Max Buffer $20 +0.1%
+0.5%
+8.5% N/A N/A
TJUL Innovator Eq Def 2yr July 2025 $169 -0.1%
+0.3%
+6.6% +8.2% N/A
UJAN Innovator SP500 5-35pct Start Buffer - Jan $204 +0.1%
+0.7%
+11.1% +13.1% +15.9%
UJUN Innov SP500 Ult 5-35pct Start Buffer - Jun $145 +0.1%
+0.5%
+10.6% +12.5% +12.2%
UXAP FT Vest U.S. Equity Uncapped Accel - April $8 +0.3%
+1.5%
N/A N/A N/A
UXJA FT Vest U.S. Equity Uncapped Accel - Jan $5 +0.4%
+1.6%
N/A N/A N/A
UXOC FT Vest U.S. Equity Uncapped Accel - Oct $42 +0.3%
+1.5%
+17.3% N/A N/A
XBAP Innovator Acclrtd 9pct Start Buff - April $153 +0.0%
+0.2%
+13.4% +11.6% +20.5%
XBJA Innovator Acclrtd 9pct Start Buff - Jan $92 +0.3%
+0.8%
+11.1% +11.7% +17.6%
XBJL Innovator Acclrtd 9pct Start Buff - July $141 +0.1%
+0.4%
+12.0% +11.5% +19.5%
XBOC Innovator Acclrtd 9pct Start Buff - Oct $73 +0.1%
+0.6%
+11.1% +8.4% +20.1%
XUSP Innovator SP500 Uncapped Accelerated ETF $49 +0.5%
+1.7%
+18.3% +30.6% +26.5%
ZALT Innovator US Equity 10pct 3mo Buffer $561 +0.0%
+0.4%
+9.4% +11.9% N/A

Other
ACIO Aptus Collared Income Opportunity (Active) $2,160 +0.3%
+0.8%
+9.0% +21.9% +15.9%
BITQ Bitwise Crypto Industry Innovators ETF $420 -2.6%
+16.8%
+18.0% +47.0% +246.8%
BLCN Reality Shares Nasdaq NexGen Economy ETF $46 +0.4%
+4.4%
-3.8% +5.6% +21.1%
BOXX Alpha Architect 1-3 Month Box ETF (Active) $8,082 +0.0%
+0.2%
+4.4% +5.2% +5.0%
BTAL QuantShares US Market Neutral Anti-Beta $358 -0.6%
-3.3%
-20.2% +12.8% -15.1%
CCOR The Core Alternative ETF (Active) $41 +0.0%
+2.3%
+3.5% -5.7% -11.9%
CTA Simplify Managed Futures Strat ETF $1,172 -1.2%
+2.8%
+0.9% +24.1% -2.3%
CVY Invesco Zacks Multi-Asset Income ETF $115 +0.5%
+4.4%
+11.0% +10.3% +17.9%
CWB SPDR Barclays Convertible Bond $4,667 +0.2%
+5.0%
+16.6% +10.1% +14.5%
DBMF iMGP DBi Managed Futures Strategy ETF $1,528 -0.2%
+2.9%
+13.8% +7.2% -8.9%
DRSK Aptus Defined Risk ETF (Active) $1,413 -0.5%
-0.4%
+7.7% +12.5% +2.1%
FCVT First Trust SSI Strat Convert Secs ETF $93 +0.7%
+6.0%
+19.6% +11.9% +7.1%
FEPI REX FANG & Innovation Eq Premium Income $548 +0.0%
-0.4%
+18.3% +15.5% N/A
GDE WisdomTree Effic Gold plus Equity Strategy $412 +0.0%
+7.2%
+73.8% +44.7% +33.9%
GPIQ NASDAQ 100 Core Premium Income ETF $1,747 +0.3%
+1.3%
+19.8% +23.2% N/A
GPIX Goldman Sachs S&P 500 Core Premium Income $1,755 +0.2%
+1.3%
+16.3% +21.8% N/A
GURU Global X Top Guru Holdings $55 +0.1%
+0.1%
+25.4% +23.8% +19.3%
HDGE AdvisorShares Active Bear ETF $55 -0.1%
-0.7%
+1.5% -8.0% -26.9%
HIGH Simplify Enhanced Income ETF $189 -0.1%
-0.2%
+4.3% +1.5% +7.7%
HISF First Trust High Income Strategic Focus $52 +0.0%
+0.3%
+8.4% +2.2% +6.4%
ICVT iShares Convertible Bond ETF $2,994 +0.4%
+4.7%
+18.1% +10.6% +15.3%
JEPI JPMorgan Equity Premium Income $41,185 +0.2%
+2.1%
+8.1% +12.6% +9.8%
KMLM KFA Mount Lucas Managed Futures Strategy $183 -0.3%
+2.4%
-3.0% -1.7% -5.7%
MDIV First Trust Multi-Asset Diversified Income $432 +0.2%
+2.5%
+3.8% +10.0% +11.5%
MNA IQ Merger Arbitrage ETF $253 +0.1%
+0.6%
+8.6% +4.9% +0.2%
MSOS AdvisorShares Pure US Cannabis Active ETF $916 -1.0%
+3.6%
+23.9% -45.6% +0.3%
NTSX WisdomTree 90-60 U.S. Balanced Fund $1,260 -0.4%
+1.2%
+18.8% +20.2% +22.7%
OVL Overlay Shares Large Cap Eq $179 +0.5%
+2.0%
+17.9% +27.9% +28.0%
PCEF PowerSh Closed-End Fund Income Composite $844 -0.1%
+1.2%
+12.6% +16.7% +9.4%
PFFV Global X Variable Rate Preferred ETF $314 +0.1%
+1.6%
+2.1% +9.5% +10.7%
PFIX Simplify Interest Rate Hedge ETF $165 -0.3%
-4.2%
+0.7% +35.9% +5.6%
PHEQ Parametric Hedged Equity ETF $117 +0.1%
+0.6%
+11.8% +14.9% N/A
PPI AXS Astoria Inflation Sensitive ETF $70 +0.5%
+7.3%
+30.1% +7.3% +11.3%
PTLC Pacer Trendpilot 750 ETF $3,432 +0.2%
+1.5%
+5.1% +24.3% +16.8%
PTMC Pacer Trendpilot 450 ETF $415 +1.2%
+6.5%
-1.5% +13.2% +7.3%
PTNQ Pacer Trendpilot 100 ETF $1,290 +0.3%
+1.2%
+7.2% +15.5% +34.7%
QQQY Defiance Nasdaq 100 Enhanced Opts Income $203 +0.1%
+1.3%
+15.1% +7.9% N/A
RIGS Riverfront Strategic Income ETF $94 +0.3%
+0.6%
+4.6% +4.5% +6.1%
RLY SPDR SSGA Multi-Asset Real Rtn Active ETF $588 -0.1%
+4.8%
+20.3% +2.5% +2.6%
RPAR RPAR Risk Parity ETF $540 +0.1%
+3.9%
+17.9% +0.1% +6.0%
RSST Return Stacked US SM FRT ETF $275 -0.2%
+5.9%
+19.9% +18.4% N/A
SFLR Innovator S&P 500 Managed Floor ETF $1,073 +0.2%
+1.1%
+13.3% +20.0% +21.2%
SPD Simplify US Equity PLUS Downside Convexity $97 +0.3%
+1.0%
+18.9% +17.5% +20.9%
SPUC Simplify US Equity PLUS Upside Convexity $105 +0.5%
+2.0%
+23.0% +25.4% +27.5%
XLSR SPDR U.S. Sector Rotation ETF $845 +0.1%
+0.2%
+17.3% +17.6% +18.9%
XMPT Market Vectors CEF Muni Income ETF $184 +0.0%
+1.5%
+8.0% +7.0% +2.5%
YYY Amplify High Income ETF $622 +0.2%
+1.9%
+13.0% +11.8% +13.0%
All returns are Total Return: calculated using market prices and include any dividends
* Total Net Assets (million) as of end Sep-2025
Company
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