Loading…
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% | −0.2% |
| +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 | MRNY | YieldMax MRNA Option Income Strategy ETF | YieldMax | 1.00% | 46.3% | +428.7% | +420.6% | $238M | $40.71 | −0.1% | |
| 2 | AMDY | YieldMax AMD Option Income Strategy ETF | YieldMax | 1.00% | 85.3% | +72.9% | +50.3% | $442M | $37.68 | −7.6% | |
| 3 | USOI | UBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037 | ETRACS | 0.85% | 60.3% | +41.6% | +39.1% | $312M | $43.74 | −2.8% | |
| 4 | NDIV | Amplify Energy & Natural Resources Covered Call ETF | Amplify | 0.59% | 9.4% | +38.7% | +40.5% | $35M | $34.60 | −1.7% | |
| 5 | DIVB | iShares Core Dividend ETF | iShares | 0.05% | 2.1% | +37.0% | +41.4% | $2.3B | $71.55 | +0.3% | |
| 6 | XLEI | State Street Energy Select Sector SPDR Premium Income ETF | SPDR | 0.35% | 20.1% | +36.7% | +43.2% | $203M | $28.58 | −4.2% | |
| 7 | SCHD | Schwab U.S. Dividend Equity ETF | Schwab | 0.06% | 2.9% | +34.1% | +39.3% | $121.1B | $35.90 | +0.3% | |
| 8 | WEEI | Westwood Salient Enhanced Energy Income ETF | Westwood | 0.85% | 10.5% | +31.5% | +37.6% | $118M | $25.64 | −1.9% | |
| 9 | EIPX | FT Energy Income Partners Strategy ETF | First Trust | 0.95% | 2.7% | +30.5% | +33.2% | $615M | $33.76 | −1.5% | |
| 10 | HDV | iShares Core High Dividend ETF | iShares | 0.08% | 3.1% | +30.3% | +33.9% | $16.3B | $30.99 | −0.2% |