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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% | |
73 ETFs · $7.26T in assets · +11.9% average · +11.3% asset-weighted Split by tracks S&P 500 +11.3% (36)Total US market +11.3% (2)US large cap +11.1% (29)Nasdaq-100 +11.3% (6) | |||||||||
| 2 | Income | ||||||||
| 582 |
| $1.05T |
| +7.9% |
| −0.2% |
| +10.0% |
| MRNY +428.7% |
| RDYY −56.8% |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AVLC | Avantis U.S. Large Cap Equity ETF | Avantis | 0.15% | 0.9% | +14.7% | +16.3% | $1.6B | $89.61 | −0.4% | |
| 12 | SELV | SEI QiM US Large Cap Low Volatility Active ETF | SEI | 0.15% | 1.6% | +14.6% | +18.9% | $271M | $36.52 | +0.6% | |
| 13 | VOOV | Vanguard S&P 500 Value ETF | Vanguard | 0.07% | 1.6% | +14.6% | +17.2% | $6.8B | $231.65 | +0.2% | |
| 14 | SPYV | State Street SPDR Portfolio S&P 500 Value ETF | SPDR | 0.04% | 1.6% | +14.5% | +17.1% | $39.2B | $64.22 | +0.1% | |
| 15 | IVE | iShares S&P 500 Value ETF | iShares | 0.18% | 1.5% | +14.4% | +17.0% | $50.9B | $239.80 | +0.1% | |
| 16 | CDEI | Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF | Eaton Vance | 0.14% | 0.9% | +14.2% | +15.4% | $19M | $93.77 | +0.0% | |
| 17 | DSPY | Tema S&P 500 Historical Weight ETF Strategy | Tema | 0.18% | 0.9% | +13.9% | +15.2% | $1.0B | $65.94 | −0.2% | |
| 18 | QVML | Invesco S&P 500 QVM Multi-factor ETF | Invesco | 0.11% | 1.0% | +12.3% | +13.2% | $1.7B | $44.77 | −0.5% | |
| 19 | JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | Goldman | 0.20% | 1.0% | +12.3% | +13.4% | $557M | $107.79 | −0.5% | |
| 20 | IQSU | NYLI Candriam U.S. Large Cap Equity ETF | NY Life Investments | 0.09% | 0.9% | +12.2% | +13.6% | $347M | $61.01 | −0.5% |