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Markets / Strategies
Eight ways ETFs are built. This year 3 are up, 4 are down, and 1 is too new to score.
Average fund return · year to dateJan 1 — today
| # | Strategy | Trend | ETFs | Assets | YTD ▼ | Today | 1Y | Best | Worst |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Low-Cost Core | 73 | $7.26T | +11.9% | −0.4% | +13.0% | FELV +25.6% | FELG +0.3% | |
| 2 | Income | 582 | $1.05T | +7.9% |
| +10.0% |
| MRNY +428.7% |
| RDYY −56.8% |
582 ETFs · $1.05T in assets · +7.9% average · +15.1% asset-weighted Split by strategy Dividend stocks +16.3% (402)Covered calls +8.3% (89)Premium income +7.8% (91) | |||||||||
| 3 | Thematic | 268 | $389.4B | +6.5% | −1.1% | +3.5% | WCBR +61.5% | KCAI −50.7% |
| 4 | Thematic Income | 51 | $13.3B | −4.8% | −0.9% | −13.8% | SOXY +43.5% | MST −62.3% |
| 5 | Leveraged | 795 | $163.6B | −16.9% | −3.2% | −20.3% | ZSL +616.7% | SMUP −99.4% |
| 6 | Crypto | 146 | $127.8B | −22.2% | −0.7% | −33.2% | WTIB +95.5% | SMST −83.0% |
| 7 | Single-Stock Leverage | 391 | $26.1B | −27.3% | −4.9% | −35.1% | DLLL +461.3% | SMUP −99.4% |
| 8 | New Launches | — | 250 | $10.7B | — | −1.3% | — | New funds, no YTD yet |
| # | Ticker | Fund | Issuer | Trend | Expense | Yield | YTD ▼ | 1Y | AUM | Price | Day |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DIVB | iShares Core Dividend ETF | iShares | 0.05% | 2.1% | +37.0% | +41.4% | $2.3B | $71.55 | +0.3% | |
| 2 | SCHD | Schwab U.S. Dividend Equity ETF | Schwab | 0.06% | 2.9% | +34.1% | +39.3% | $121.1B | $35.90 | +0.3% | |
| 3 | HDV | iShares Core High Dividend ETF | iShares | 0.08% | 3.1% | +30.3% | +33.9% | $16.3B | $30.99 | −0.2% | |
| 4 | XUDV | Franklin US Dividend Booster Index ETF | Franklin Templeton | 0.09% | 3.3% | +29.0% | +32.8% | $80M | $33.31 | +0.6% | |
| 5 | DJD | Invesco Dow Jones Industrial Average Dividend ETF | Invesco | 0.07% | 2.2% | +21.5% | +25.6% | $531M | $68.15 | +0.5% | |
| 6 | DGRO | iShares Core Dividend Growth ETF | iShares | 0.08% | 1.8% | +18.7% | +21.5% | $45.3B | $81.25 | +0.3% | |
| 7 | SPYD | State Street SPDR Portfolio S&P 500 High Dividend ETF | SPDR | 0.07% | 4.2% | +18.5% | +22.0% | $7.6B | $49.60 | +1.1% | |
| 8 | SPDG | State Street SPDR Portfolio S&P Sector Neutral Dividend ETF | SPDR | 0.05% | 2.6% | +18.0% | +21.7% | $14M | $47.12 | +0.0% | |
| 9 | VYM | Vanguard High Dividend Yield ETF | Vanguard | 0.04% | 2.2% | +16.2% | +19.2% | $95.8B | $163.84 | +0.1% | |
| 10 | VYMI | Vanguard International High Dividend Yield ETF | Vanguard | 0.07% | 3.7% | +16.0% | +23.3% | $22.3B | $101.54 | +0.1% |