through: Oct 10, 2025

Recent ETF Additions - ETFreplay

Below is a list of the Exchange Traded Funds most recently added to ETFreplay. In order to maintain a clean database that delivers accurate backtest results, we only add ETFs that trade sufficient volume. The closing price of a thinly traded ETF often does not accurately reflect the return of the underlying index. As ETFreplay was primarily built for quantitative analysis, we believe such a discerning approach is necessary. #

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

U.S. Equity Index ETFs

BALI iShares Adv. Large Cap Income ETF (Active) $458 -2.5%
+9.3%
+22.4% N/A N/A
ISPY S&P 500 High Income ETF $1,012 -2.6%
+8.5%
+21.3% N/A N/A
TGRT T. Rowe Price Growth ETF $856 -3.3%
+13.2%
+32.8% N/A N/A
TMSL T. Rowe Price Small-Mid Cap ETF $946 -2.8%
+5.6%
+15.8% N/A N/A
TVAL T. Rowe Price Value ETF $487 -1.8%
+8.9%
+14.5% N/A N/A
WTV WisdomTree U.S. Value Fund $1,791 -2.4%
+6.7%
+24.0% +22.3% -8.1%

International Equity

COPY Tweedy Browne Insider + Value ETF $160 -1.8%
+19.8%
N/A N/A N/A
IDMO Invesco S&P Intl Developed Momentum ETF $1,952 -1.4%
+32.3%
+12.8% +20.1% -12.1%
TOUS T. Rowe Price International Equity ETF $880 -1.8%
+26.1%
+3.6% N/A N/A

Corporate/Credit Bonds

CMBS iShares CMBS ETF N/A +0.3%
+6.9%
+4.3% +5.1% -11.2%
XBB BondBloxx BB USD High Yield Bond N/A -0.5%
+5.9%
+6.4% +10.6% N/A

Quasi-Equity: Buffer, REITs, Preferreds, MLPs etc

GDE WisdomTree Effic Gold plus Equity Strategy $412 -1.8%
+56.8%
+44.7% +33.9% N/A
HEQQ JP Morgan Hedged NASDAQ $30 -1.4%
+13.8%
N/A N/A N/A
PHEQ Parametric Hedged Equity ETF $117 -1.3%
+8.0%
+14.9% N/A N/A
UXJA FT Vest U.S. Equity Uncapped Accel - Jan $5 -3.1%
+8.7%
N/A N/A N/A
UXOC FT Vest U.S. Equity Uncapped Accel - Oct $42 -3.2%
+12.2%
N/A N/A N/A

Int'l Bonds / Currencies

ETHA iShares Ethereum Trust ETF $16,649 -8.0%
+19.4%
N/A N/A N/A

US Sectors

IETC iShares U.S. Tech Independence Focused ETF $937 -4.0%
+17.6%
+37.6% +54.4% -32.8%

Derivatives - Leveraged and Volatility Products

NFXL +2x Direxion Daily Netflix 2x $64 -1.8%
+58.2%
N/A N/A N/A
All returns are Total Return: calculated using market prices and include any dividends

# Though these ETFs have been judged to meet the minimum criteria for inclusion, users should, as always, be skeptical of results that are derived during the early (illiquid) life of a given ETF.

* Total Net Assets (million) as of end Sep-2025