Equity: U.S. - Total Market

PBUS Top Performer Intra-day
Price $26.17
Today’s Change +0.41%(1.59)
4:00pm 11/22/2017
GOP Bottom Performer Intra-day
Price $19.76
Today’s Change -0.22%(-1.10)
4:00pm 11/22/2017
  • Overview
  • Efficiency
  • Tradability
  • Fit

ETF.com Insight

The U.S. Total Market segment is jam-packed with more than 55 different ETFs. Funds that land here don’t discriminate by firm size, meaning they can pull from the entire spectrum ofinvestors looking for broad exposure should focus on fees and accessibility large-, mid- and small-caps. Still, the ETFs here show a huge range of investment aims, from market-cap weighted funds like VTI, reflective of the entire market, to niche plays like WIL, which focuses on firms with women in leadership roles.

Therefore, investors should first consider whether they want marketlike exposure or something else. Roughly a dozen funds use simple market-cap exposure while the rest pursue alternate methodologies aimed at improving on the market, targeting specific exchanges or delivering on a narrow investment thesis. The vanilla funds—those aiming to provide broad, neutral exposure—offer uniformly rock-solid coverage and therefore distinguish themselves mostly by holding costs, asset levels and liquidity. SCHB and VTI are 2 of the best choices for investors wanting marketlike exposure, as those funds have incredibly low holding costs and are eminently tradable. VTI edges SCHB for the Analyst Pick ribbon due to its dominant liquidity.

For investors looking for funds that forego market-cap coverage in pursuit of something else have plenty of choices. This “something else” varies in both nature and strength. The nature of these alternative exposures includes ETFs with a bias toward dividends (DTD), quality (QUAL) or ESG themes (KLD).0 The strength of these plays varies too, meaning a momentum-oriented fund like MMTM has subtle biases relative to the market while another momentum play (DWAQ) takes a far more aggressive stance. A lower “Fit” score signals that a fund makes bolder choices in executing its thesis. Among the non-market-cap weighted funds, USMV makes the Opportunities List with a rigorous low-vol approach in a large and liquid wrapper. Still, USMV is more the exception than the rule: Funds with alternative exposure typically carry higher fees and trade at wider spreads, and some are at risk to close. See the Efficiency tab for more on this last point. (Insight updated 11/22/17)

All Funds (116)

VTI $87.86 B 87864024410.48 Cheap and highly liquid

A 99
E
100
100
T
100
100
F
99
99

VTHR $340.77 M 340773750 thin trading volume

A 99
E
95
95
T
83
83
F
99
99

IWV $8.14 B 8135998360 large and liquid

A 99
E
98
98
T
99
99
F
99
99

SCHB $10.83 B 10834750746.2 Cheap, easy to trade

A 99
E
100
100
T
99
99
F
99
99

ITOT $12.24 B 12244090320 low all in costs

A 99
E
100
100
T
98
98
F
99
99

SPTM $636.94 M 636940014.50874 for R3000, IWV far more liquid

A 99
E
99
99
T
98
98
F
99
99

IYY $1.11 B 1105188390 slightly higher costs than some

A 97
E
97
97
T
95
95
F
97
97

DSI $957.3 M 957300690 not cheap but well established

A 89
E
90
90
T
97
97
F
89
89

TILT $1.16 B 1155823982.5185 large asset base

A 84
E
92
92
T
93
93
F
84
84

FNDB $277.69 M 277685959.2 decent assets

A 83
E
96
96
T
80
80
F
83
83

SUSA $641.83 M 641831260 higher fee; well established

A 82
E
90
90
T
94
94
F
82
82

EUSA $131.3 M 131301380 changed indexes 9.1.2015

A 80
E
99
99
T
77
77
F
80
80

DGRO $2.4 B 2396744175 low fee

A 79
E
100
100
T
99
99
F
79
79

DTD $608.55 M 608552400 well established

A 77
E
92
92
T
88
88
F
77
77

QUAL $3.94 B 3944231710 Indexes changed September 1 2015

A 75
E
98
98
T
99
99
F
75
75

LRGF $731.27 M 731267145 new; trade with care

A 75
E
97
97
T
97
97
F
75
75

SIZE $191.19 M 191187305 low fee; decent assets

A 73
E
98
98
T
74
74
F
73
73

DGRW $1.78 B 1778085000 healthy AUM; middling yield

A 71
E
95
95
T
99
99
F
71
71

PDP $1.53 B 1531999700 solid investor interest

A 66
E
89
89
T
98
98
F
66
66

MOAT $1.26 B 1264720623.8 good liquidity

A 64
E
89
89
T
98
98
F
64
64

MTUM $4.89 B 4893403050 hefty AUM; low fee

A 63
E
99
99
T
99
99
F
63
63

VIG $25.98 B 25980813852.15 Dirt cheap all in

A 62
E
99
99
T
100
100
F
62
62

PKW $1.29 B 1289873600 large and liquid

A 61
E
89
89
T
97
97
F
61
61

ONEQ $1.45 B 1448615400 Only includes Nasdaq listed firms

A 55
E
97
97
T
95
95
F
55
55

USMV $14.68 B 14675604860 massive AUM for non-vanilla

A 47
E
98
98
T
100
100
F
47
47

EXT $64.28 M 64275750 middling liquidity

B 91
E
89
89
T
65
65
F
91
91

QUS $74.68 M 74680000 low fee

B 84
E
95
95
T
72
72
F
84
84

MMTM $22.13 M 22132812.8 poor trader

B 83
E
92
92
T
57
57
F
83
83

RFDA $56.7 M 56704226.3018 N/A

B 81
E
85
85
T
69
69
F
81
81

QDYN $60.95 M 60948907.0337 weak liquidity; poor tracking

B 76
E
88
88
T
63
63
F
76
76

QDF $1.84 B 1843741273.0278 strong AUM; decent liqudity

B 72
E
85
85
T
98
98
F
72
72

QDEF $317.41 M 317409527.6053 Solid AUM but so-so liquidity

B 68
E
86
86
T
78
78
F
68
68

NFO $73.63 M 73633056 lukewarm trader

B 68
E
88
88
T
67
67
F
68
68

FPX $942.63 M 942630683.234 Decent liquidity

B 59
E
86
86
T
97
97
F
59
59

PWC $150.69 M 150692800 high all in costs

B 58
E
85
85
T
68
68
F
58
58

PFM $312.83 M 312825500 higher holding costs

B 53
E
90
90
T
80
80
F
53
53

BFOR $199.39 M 199392930 400 holdings equally weighted

B 53
E
86
86
T
73
73
F
53
53

KNOW $229.9 M 229895645.458 middling costs

B 52
E
84
84
T
80
80
F
52
52

VUSE $566.22 M 566223000 decent AUM, workable liquidity

B 51
E
86
86
T
89
89
F
51
51

WEXP $776.77 K 776770 N/A

C 79
E
87
87
T
38
38
F
79
79

GURU $55.79 M 55786963.003758 good liquidity

C 71
E
81
81
T
68
68
F
71
71

FLLV $5.85 M 5850000 N/A

C 68
E
78
78
T
63
63
F
68
68

ESGS $4.6 M 4595578.26 N/A

C 67
E
82
82
T
63
63
F
67
67

TUSA $12.74 M 12739663.698 high all-in costs

C 66
E
77
77
T
51
51
F
66
66

DEF $180.08 M 180084450 decent assets

C 65
E
72
72
T
75
75
F
65
65

WUSA $2.2 M 2198670 N/A

C 62
E
86
86
T
38
38
F
62
62

TTAC $35.75 M 35750000 N/A

C 59
E
80
80
T
67
67
F
59
59

TTFS $124.7 M 124695826 high fee but liquid

C 52
E
77
77
T
73
73
F
52
52

BUZ $9.46 M 9459963.066 N/A

C 51
E
74
74
T
67
67
F
51
51

CSD $206.64 M 206643150 Small basket

C 51
E
74
74
T
75
75
F
51
51

VAMO $9.94 M 9936921.831179 new; trade with care

C 43
E
79
79
T
53
53
F
43
43

RYJ $186.47 M 186471428.238 high fee; poor tracking

C 40
E
81
81
T
68
68
F
40
40

DWAQ $51.2 M 51202000 thinly traded

C 38
E
86
86
T
60
60
F
38
38

FVL $55.5 M 55497772.022 high all-in costs

C 37
E
77
77
T
67
67
F
37
37

IPO $16.79 M 16791000 Weak trader

C 32
E
76
76
T
60
60
F
32
32

KRMA $45.92 M 45916405.917623 N/A

D 84
E
63
63
T
64
64
F
84
84

ALFA $25.17 M 25170000 very high fee

D 71
E
69
69
T
62
62
F
71
71

WMW $18.89 M 18891180 MOAT is cheaper, bigger, better

D 64
E
74
74
T
33
33
F
64
64

CWS $12.73 M 12734666 N/A

D 60
E
71
71
T
56
56
F
60
60

HUSE $64.69 M 64692480 Weak AUM and trading

D 58
E
64
64
T
60
60
F
58
58

IBLN $12.67 M 12667600 modest investor interest

D 57
E
70
70
T
66
66
F
57
57

LVUS $3.89 M 3885915 N/A

F 62
E
56
56
T
63
63
F
62
62

NASH $7.91 M 7913886.29207 very thin investor interest

F 28
E
69
69
T
30
30
F
28
28

SQZZ $619.84 K 619837.5 N/A

F 26
E
44
44
T
0
-1
F
26
26

RVRS $1.52 M 1521000 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

BVAL $2.25 M 2248500 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

DEMS $2.01 M 2009140.182 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

QMOM $43.19 M 43185000 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

MXDU $110.45 M 110446500 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

ENTR $40.0 M 40000690 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

VSMV $3.95 M 3951660 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

MILN $11.3 M 11299527.925703 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

PMOM $3.81 M 3808270.3883 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

LVHD $439.54 M 439541960 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

GVIP $62.76 M 62760000 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

PBUS $2.58 M 2578725.787 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

DIVB $2.5 M 2495540 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

ESG $13.61 M 13611300.4944 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

USMF $2.67 M 2667170 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

TAXR $2.0 M 2004740.094 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

DWTR $66.27 M 66267678.199 new, trade with care

N/A 0
E
0
-1
T
0
-1
F
0
-1

ESGU $16.94 M 16938390 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

DHVW $18.45 M 18450000 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

OMFL $12.5 M 12498024.996 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

CNTR $3.14 M 3136131.361 High closure risk

N/A 0
E
0
-1
T
0
-1
F
0
-1

WIL $35.6 M 35601215.96 trades poorly

N/A 0
E
0
-1
T
0
-1
F
0
-1

LOGO $2.26 M 2257319.499736 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

QVM $3.98 M 3976500 higher fee

N/A 0
E
0
-1
T
0
-1
F
0
-1

ICAN $2.62 M 2617000 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

PY $7.68 M 7677230.7088 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

SWIN $10.24 M 10238328.5044 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

DIVC $134.92 M 134920000 pays no dividends

N/A 0
E
0
-1
T
0
-1
F
0
-1

GOP $2.08 M 2078160 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

OUSA $426.88 M 426878730 first launch by issuer

N/A 0
E
0
-1
T
0
-1
F
0
-1

AMCA $2.56 M 2561870 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

ULVM $70.93 M 70932680 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

RFFC $37.98 M 37977063.295 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

RODI $35.23 M 35234383.8 new; trade with care

N/A 0
E
0
-1
T
0
-1
F
0
-1

UDBI $3.24 M 3236459.2 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

BOSS $2.57 M 2572840.504555 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

AIEQ $69.78 M 69777500 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

ETHO $21.51 M 21508500 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

MFUS $27.02 M 27019800 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

THRK $523.0 M 522999885.70433 for R3000, IWV far more liquid

A 99
E
98
98
T
79
79
F
99
99

TOFR $3.33 M 3330088.2 weak investor interest

C 54
E
77
77
T
51
51
F
54
54

ACTX $1.59 M 1587474.839208 N/A

D 65
E
66
66
T
55
55
F
65
65

PFV $1.38 M 1381500 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

KLD $586.58 M 586577310 higher fee; well established

A 85
E
90
90
T
91
91
F
85
85

JUNE $3.33 M 3328097.259997 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

USWD $1.42 M 1420680 N/A

C 80
E
83
83
T
49
49
F
80
80

USSD $1.43 M 1431890 N/A

C 69
E
83
83
T
41
41
F
69
69

RWV $7.22 M 7220400 barely trades; tiny AUM

D 47
E
63
63
T
60
60
F
47
47

WIZE $2.5 M 2500267.08 N/A

N/A 0
E
0
-1
T
0
-1
F
0
-1

RORO $2.05 M 2050030.6 Actively Managed

C 70
E
79
79
T
54
54
F
70
70

FMLP $18.03 M 18033900 trade with care

N/A 0
E
0
-1
T
0
-1
F
0
-1

VLLV $2.57 M 2565779 new; trade with care

F 72
E
42
42
T
61
61
F
72
72

ETF.com Grade as 11/16/17

Equity: U.S. - Total Market

Performance Dispersion
Performance  [as of 11/21/17] 1 Month 3 Month YTD 1 Year 3 Years 5 Years 10 Years
Benchmark: MSCI USA Investable Markets_net0.50%7.47%17.12%20.39%10.17%15.60%8.62%
A 99.296817VTI87864024410.48VTIVanguard Total Stock Market ETF1.12%8.11%17.68%20.18%10.12%15.65%8.95%
A 99.090298VTHR340773750VTHRVanguard Russell 3000 ETF1.08%7.99%17.26%20.17%9.96%15.54%--
A 99.056489IWV8135998360IWViShares Russell 3000 ETF1.12%8.07%17.52%19.98%10.02%15.49%8.57%
A 98.98156SCHB10834750746.2SCHBSchwab U.S. Broad Market ETF1.16%8.10%17.70%20.21%10.10%15.62%--
A 98.936432ITOT12244090320ITOTiShares Core S&P Total U.S. Stock Market ETF1.19%8.25%17.82%20.27%10.30%15.68%8.66%
A 98.849203SPTM636940014.50874SPTMSPDR Portfolio Total Stock Market ETF1.22%8.32%17.55%20.46%10.13%15.57%8.72%
A 97.17248IYY1105188390IYYiShares Dow Jones U.S. ETF1.23%7.77%17.84%20.14%9.92%14.95%7.32%
A 88.564605DSI957300690DSIiShares MSCI KLD 400 Social ETF0.70%7.99%17.58%19.49%9.41%15.31%8.13%
A 83.61214TILT1155823982.5185TILTFlexShares Morningstar US Market Factor Tilt Index Fund0.56%8.35%14.12%17.42%9.59%15.34%--
A 82.982163FNDB277685959.2FNDBSchwab Fundamental US Broad Market Index ETF0.51%7.69%11.83%14.83%8.23%----
A 82.311424SUSA641831260SUSAiShares MSCI USA ESG Select ETF1.04%6.87%19.14%20.74%9.56%14.86%8.02%
A 79.817011EUSA131301380EUSAiShares MSCI USA Equal Weighted ETF0.96%7.67%15.24%16.77%8.78%14.76%--
A 78.725677DGRO2396744175DGROiShares Core Dividend Growth ETF0.99%7.95%18.46%21.21%11.00%----
A 77.008373DTD608552400DTDWisdomTree U.S. Total Dividend Fund0.76%7.06%13.28%17.04%9.28%14.37%8.10%
A 75.398204QUAL3944231710QUALiShares Edge MSCI USA Quality Factor ETF1.37%9.56%18.44%20.24%11.04%----
A 75.220748LRGF731267145LRGFiShares Edge MSCI Multifactor USA ETF2.34%9.78%19.18%22.19%------
A 73.207289SIZE191187305SIZEiShares Edge MSCI USA Size Factor ETF0.85%6.37%15.49%17.76%10.28%----
A 70.629796DGRW1778085000DGRWWisdomTree US Quality Dividend Growth Fund1.57%9.08%21.73%23.82%11.07%----
A 65.729661PDP1531999700PDPPowerShares DWA Momentum Portfolio2.79%9.24%23.22%23.55%8.25%13.94%7.68%
A 64.330284MOAT1264720623.8MOATVanEck Vectors Morningstar Wide Moat ETF-0.46%6.13%17.28%17.90%9.82%15.34%--
A 63.463805MTUM4893403050MTUMiShares Edge MSCI USA Momentum Factor ETF2.72%12.21%35.66%36.49%16.07%----
A 61.598483VIG25980813852.15VIGVanguard Dividend Appreciation ETF1.27%7.30%17.29%18.74%8.88%13.34%8.47%
A 60.863648PKW1289873600PKWPowerShares Buyback Achievers Portfolio-1.96%5.84%11.30%12.63%7.03%15.19%10.02%
A 55.050913ONEQ1448615400ONEQFidelity NASDAQ Composite Tracking Stock3.63%10.60%28.42%28.93%14.57%19.95%11.42%
A 46.781027USMV14675604860USMViShares Edge MSCI Min Vol USA ETF0.87%4.90%16.59%19.32%11.25%14.79%--
B 90.752948EXT64275750EXTWisdomTree U.S. Total Earnings Fund0.37%7.46%16.84%20.92%9.54%15.44%8.70%
B 83.753223QUS74680000QUSSPDR MSCI USA StrategicFactors ETF1.16%7.16%17.69%20.15%------
B 83.117912MMTM22132812.8MMTMSPDR S&P 1500 Momentum Tilt ETF2.37%8.85%20.97%24.29%10.27%15.64%--
B 80.540809RFDA56704226.3018RFDARiverFront Dynamic U.S. Dividend Advantage ETF0.98%10.02%16.67%19.13%------
B 75.664513QDYN60948907.0337QDYNFlexShares Quality Dividend Dynamic Index Fund0.02%8.37%13.39%16.96%8.19%----
B 72.107509QDF1843741273.0278QDFFlexShares Quality Dividend Index Fund0.56%7.46%12.19%14.80%8.98%----
B 67.993436QDEF317409527.6053QDEFFlexShares Quality Dividend Defensive Index Fund1.28%7.15%12.70%15.64%9.15%----
B 67.593128NFO73633056NFOGuggenheim Insider Sentiment ETF2.05%9.64%25.89%28.12%9.44%14.07%8.66%
B 58.544142FPX942630683.234FPXFirst Trust U.S. Equity Opportunities ETF2.20%13.15%25.18%26.36%11.30%19.05%12.12%
B 57.633251PWC150692800PWCPowerShares Dynamic Market Portfolio2.23%11.35%19.17%22.21%10.22%16.56%8.06%
B 53.358743PFM312825500PFMPowerShares Dividend Achievers Portfolio1.03%6.27%12.76%15.57%7.64%12.14%6.96%
B 52.523552BFOR199392930BFORALPS Barron's 400 ETF1.03%11.08%16.70%20.41%9.60%----
B 52.160703KNOW229895645.458KNOWDirexion All Cap Insider Sentiment Shares1.69%11.34%11.95%13.53%10.03%17.20%--
B 51.098097VUSE566223000VUSEVident Core US Equity Fund2.24%11.31%12.32%15.43%7.95%----
C 79.360372WEXP776770WEXPWisdomTree U.S. Export and Multinational Fund3.76%6.18%16.93%20.26%------
C 70.859731GURU55786963.003758GURUGlobal X Guru Index ETF0.20%6.50%19.81%20.52%3.10%12.41%--
C 67.835707FLLV5850000FLLVFranklin Liberty U.S. Low Volatility ETF2.02%6.50%14.83%17.24%------
C 67.467864ESGS4595578.26ESGSColumbia Sustainable U.S. Equity Income ETF1.52%6.15%12.13%15.46%------
C 66.387626TUSA12739663.698TUSAFirst Trust Total US Market AlphaDEX ETF0.75%9.59%15.99%18.21%7.95%12.27%5.36%
C 65.133097DEF180084450DEFGuggenheim Defensive Equity ETF1.98%7.62%18.33%19.87%8.59%12.06%7.07%
C 61.537736WUSA2198670WUSAWisdomTree U.S. Domestic Economy Fund0.72%3.63%7.23%10.16%------
C 59.235023TTAC35750000TTACTrimTabs Float Shrink ETF2.85%13.14%21.90%23.18%------
C 52.236823TTFS124695826TTFSAdvisorShares Wilshire Buyback ETF0.10%6.37%7.69%9.03%8.56%15.78%--
C 51.484044BUZ9459963.066BUZBUZZ US Sentiment Leaders ETF3.13%13.11%22.55%25.10%------
C 51.225137CSD206643150CSDGuggenheim S&P Spin-Off ETF-1.02%6.98%18.44%20.67%5.71%14.27%7.65%
C 42.782261VAMO9936921.831179VAMOCambria Value & Momentum ETF-0.65%8.00%3.57%4.84%------
C 39.850037RYJ186471428.238RYJGuggenheim Raymond James SB-1 Equity ETF0.19%8.38%7.84%10.37%6.94%13.75%8.83%
C 37.912454DWAQ51202000DWAQPowerShares DWA NASDAQ Momentum Portfolio3.28%12.83%33.25%31.98%14.21%17.66%7.47%
C 37.007312FVL55497772.022FVLFirst Trust Value Line 100 ETF2.01%13.18%9.71%12.32%5.81%13.35%4.00%
C 32.209809IPO16791000IPORenaissance IPO ETF2.25%12.53%38.27%36.10%7.20%----
D 84.300398KRMA45916405.917623KRMAGlobal X Conscious Companies ETF1.13%8.52%17.89%20.52%------
D 70.957538ALFA25170000ALFAAlphaClone Alternative Alpha ETF0.90%5.61%20.72%19.61%0.19%9.73%--
D 63.87006WMW18891180WMWElements Morningstar Wide Moat Focus Total Return Index ETN0.82%7.42%16.76%18.30%9.52%14.95%12.42%
D 60.350242CWS12734666CWSAdvisorShares Focused Equity ETF2.38%9.05%16.86%16.23%------
D 57.555231HUSE64692480HUSEUS Market Rotation Strategy ETF1.57%7.33%12.49%15.31%7.78%13.76%--
D 56.913051IBLN12667600IBLNDirexion iBillionaire Index ETF0.80%7.94%27.60%28.30%8.16%----
F 61.560175LVUS3885915LVUSHartford Multifactor Low Volatility U.S. Equity ETF0%%0.60%----------
F 28.375326NASH7913886.29207NASHNashville Area ETF-6.91%-1.17%-4.98%0.30%-3.18%----
F 25.668824SQZZ619837.5SQZZActive Alts Contrarian ETF-1.34%1.67%----------
N/A 0RVRS1521000RVRSReverse Cap Weighted U.S. Large Cap ETF--------------
N/A 0BVAL2248500BVALBrand Value ETF0.07%2.07%----------
N/A 0DEMS2009140.182DEMSDemocratic Policies Fund-1.08%------------
N/A 0QMOM43185000QMOMMomentumShares U.S. Quantitative Momentum ETF3.75%15.72%17.53%17.39%------
N/A 0MXDU110446500MXDUNationwide Maximum Diversification U.S. Core Equity ETF1.71%------------
N/A 0ENTR40000690ENTREntrepreneur 30 Fund--------------
N/A 0VSMV3951660VSMVVictoryShares U.S. Multi-Factor Minimum Volatility ETF1.56%4.35%----------
N/A 0MILN11299527.925703MILNGlobal X Millennials Thematic ETF2.54%8.73%21.33%21.25%------
N/A 0PMOM3808270.3883PMOMPrincipal Sustainable Momentum Index ETF0.84%------------
N/A 0LVHD439541960LVHDLegg Mason Low Volatility High Dividend ETF-0.11%4.13%10.23%14.74%------
N/A 0GVIP62760000GVIPGoldman Sachs Hedge Industry VIP ETF1.19%7.76%25.60%26.79%------
N/A 0PBUS2578725.787PBUSPowerShares PureBeta MSCI USA Portfolio0.19%------------
N/A 0DIVB2495540DIVBiShares U.S. Dividend and Buyback ETF--------------
N/A 0ESG13611300.4944ESGFlexShares STOXX U.S. ESG Impact Index Fund1.30%6.08%17.27%24.20%------
N/A 0USMF2667170USMFWisdomTree U.S. Multifactor Fund2.53%7.86%----------
N/A 0DWTR66267678.199DWTRPowerShares DWA Tactical Sector Rotation Portfolio2.60%14.32%18.85%17.00%------
N/A 0TAXR2004740.094TAXRU.S. Tax Reform Fund0.08%------------
N/A 0ESGU16938390ESGUiShares MSCI USA ESG Optimized ETF1.48%5.73%17.48%--------
N/A 0DHVW18450000DHVWDiamond Hill Valuation-Weighted 500 ETF1.32%8.01%20.36%22.82%------
N/A 0OMFL12498024.996OMFLOppenheimer Russell 1000 Dynamic Multifactor ETF--------------
N/A 0CNTR3136131.361CNTRPowerShares Contrarian Opportunities Portfolio-2.74%6.63%2.87%6.38%5.41%----
N/A 0WIL35601215.96WILBarclays Women in Leadership ETN-0.86%4.36%9.13%12.46%7.24%----
N/A 0QVM3976500QVMArrow QVM Equity Factor ETF0.63%5.37%11.98%14.56%------
N/A 0ICAN2617000ICANSerenityShares IMPACT ETF-1.36%3.75%----------
N/A 0LOGO2257319.499736LOGOGlobal X Iconic U.S. Brands ETF0.40%------------
N/A 0PY7677230.7088PYPrincipal Shareholder Yield Index ETF0%%6.82%9.99%13.97%------
N/A 0SWIN10238328.5044SWINALPS Dorsey Wright Sector Momentum ETF2.07%7.33%----------
N/A 0DIVC134920000DIVCC-Tracks ETN - Miller/Howard Strategic Dividend Reinvestor0%%1.62%8.59%12.13%8.40%----
N/A 0GOP2078160GOPRepublican Policies Fund-0.45%------------
N/A 0OUSA426878730OUSAO'Shares FTSE US Quality Dividend ETF0.40%5.41%14.58%17.79%------
N/A 0AMCA2561870AMCAiShares Russell 1000 Pure U.S. Revenue ETF0.94%4.94%----------
N/A 0RFFC37977063.295RFFCRiverFront Dynamic U.S. Flex-Cap ETF2.11%12.19%18.34%20.51%------
N/A 0RODI35234383.8RODIBarclays Return on Disability ETN0%%-5.36%18.35%18.35%10.96%----
N/A 0ULVM70932680ULVMUSAA MSCI USA Value Momentum Blend Index ETF--------------
N/A 0UDBI3236459.2UDBILegg Mason U.S. Diversified Core ETF0.78%6.35%15.19%16.85%------
N/A 0BOSS2572840.504555BOSSGlobal X Founder-Run Companies ETF6.70%13.06%----------
N/A 0AIEQ69777500AIEQAI Powered Equity ETF-1.26%------------
N/A 0MFUS27019800MFUSPIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF0.60%------------
N/A 0ETHO21508500ETHOEtho Climate Leadership U.S. ETF1.70%10.27%21.70%22.63%------
A 99.060303THRK522999885.70433THRKSPDR Russell 3000 ETF2.44%4.65%15.12%22.08%13.12%14.63%7.48%
C 54.478876TOFR3330088.2TOFRStock Split Index Fund5.65%4.33%7.84%16.69%9.54%----
D 65.18016ACTX1587474.839208ACTXGlobal X Guru Activist Index ETF3.49%4.58%11.55%17.66%------
N/A 0PFV1381500PFVAmplify YieldShares Prime 5 Dividend ETF-1.32%0.24%2.01%--------
A 85.270858KLD586577310KLDiShares MSCI USA ESG Select ETF1.04%7.24%13.41%17.31%9.35%14.48%6.55%
N/A 0JUNE3328097.259997JUNEDhandho Junoon ETF0.09%-2.79%-2.24%9.40%------
C 79.79255USWD1420680USWDWisdomTree Weak Dollar US Equity Fund4.39%4.66%5.13%33.03%------
C 68.748141USSD1431890USSDWisdomTree Strong Dollar U.S. Equity Fund1.03%4.31%5.57%18.50%------
D 47.340683RWV7220400RWVOppenheimer Navellier Overall A-100 Revenue ETF4.77%2.34%3.67%4.07%6.03%11.70%--
N/A 0WIZE2500267.08WIZECrowdInvest Wisdom-1.65%2.29%----------
C 70.082878306583RORO2050030.6ROROSPDR SSgA Risk Aware ETF0.94%7.94%12.92%7.06%------
N/A 0FMLP18033900FMLPETRACS Wells Fargo MLP Ex-Energy ETN9.78%6.81%2.18%-17.52%------
F 71.579646534613VLLV2565779VLLVDirexion Value Line Conservative Equity-1.09%7.49%----------
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

ETF.com Efficiency Insight

Efficiency scoring in the U.S. Total Market segment falls much as one would expect: The cheapest funds in the segment and those with the lowest turnover methodologies—generally theFund closure risk is perhaps more prevalent than one might expect vanilla cap-weighted funds—score best. This makes sense: The nonvanilla funds using quant strategies have higher turnover than their cap-weighted competitors, with rebalances that occur on a semiannual or even quarterly basis. These funds therefore face bigger tracking hurdles, as they not only charge higher expense ratios but also follow an index with more moving parts. Securities-lending revenue can partly offset the impact of such a big expense ratio, but not all funds participate, and those that do don’t necessarily share all the proceeds with investors.

Still, a fund’s expense ratio dominates tracking performance. Tracking an index tightly when you charge 70 basis points or more—as roughly 10 of the funds in the segment do—isn’t easy. On the other hand, plain-vanilla market-cap weighting strategies such as those followed by VTI, SCHB and ITOT are easy to execute and cheap to employ. These funds routinely track their indexes tightly with little volatility. Translation: investors actually realize the benefit of the funds' extremely low fees.

Fund closure risk is perhaps more prevalent than one might expect among total market US equity ETFs. (Sort the list by quickly clicking on the “fund closure risk” column header below right.) The dozen or so ETFs marked medium or high risk are not certain to close, but carry considerable risk of doing so, due to low asset bases and other factors. (Insight updated 11/22/17)

All Funds (116)

100
99.862647
99
99.45861
99
98.713779
99
98.64514
99
98.553188
98
98.415175
98
98.316468
98
98.2226
98
98.088675
97
97.259811
97
97.243769
97
96.604652
96
95.653186
95
95.202364
95
95.131331
95
94.94636
92
92.078481
92
91.732717
92
91.691571
90
90.224135
90
90.176442
90
90.153017
89
89.125328
89
88.831278
89
88.697603
89
88.655312
88
88.048357
88
87.743592
87
86.663737
86
86.425165
86
86.263143
86
86.112042
86
85.962857
86
85.946228
86
85.650912
85
84.619245
85
84.608261
85
84.547063
84
84.463862
82
81.943329
81
81.476208
81
81.474711
80
79.703596
79
78.795914
78
78.144195
77
77.187963
77
76.984431
77
76.507274
76
75.654439
74
74.094112
74
74.046418
74
73.554783
72
71.841613
71
71.117279
70
69.902912
69
69.302888
69
68.615192
64
64.101315
63
63.053226
56
56.460803
44
44.15322
100
100
100
100
100
100
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
98
97.930953
77
77.085007
66
66.162739
N/A
0
90
90.087596
N/A
0
83
83.484727
83
82.709715
63
62.791932
N/A
0
79
78.949333597957
N/A
0
42
41.914758867343

ETF.com Grade as 11/16/17

Equity: U.S. - Total Market

Tracking Difference (12 Month)

Ticker Expense Ratio Median Max. Upside Max. Downside Max LT/ST Cap Gains Rate Rule Legal Structure Fund Closure Risk Efficiency
VTHR Vanguard Russell 3000 ETF 0.15% -0.16% -0.12% -0.38% 20.00% / 39.60% Low 95.202364
BVAL Brand Value ETF 0.65% -- -- -- 20.00% / 39.60% Low 0
MTUM iShares Edge MSCI USA Momentum Factor ETF 0.15% -0.28% -0.18% -0.31% 20.00% / 39.60% Low 98.553188
BUZ BUZZ US Sentiment Leaders ETF 0.75% -0.55% -0.48% -0.65% 20.00% / 39.60% High 73.554783
DTD WisdomTree U.S. Total Dividend Fund 0.28% -0.36% -0.10% -0.47% 20.00% / 39.60% Low 92.078481
DEMS Democratic Policies Fund 0.75% -- -- -- 20.00% / 39.60% Low 0
QDYN FlexShares Quality Dividend Dynamic Index Fund 0.37% -0.44% -0.32% -0.58% 20.00% / 39.60% Low 88.048357
TTAC TrimTabs Float Shrink ETF 0.59% -- -- -- 20.00% / 39.60% Medium 79.703596
IBLN Direxion iBillionaire Index ETF 0.59% -1.10% -0.63% -1.54% 20.00% / 39.60% High 69.902912
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.25% -0.30% 0.06% -0.56% 20.00% / 39.60% Low 91.732717
VTI Vanguard Total Stock Market ETF 0.04% -0.01% 0.01% -0.03% 20.00% / 39.60% Low 99.862647
ALFA AlphaClone Alternative Alpha ETF 0.98% -0.85% -0.54% -1.27% 20.00% / 39.60% High 68.615192
VSMV VictoryShares U.S. Multi-Factor Minimum Volatility ETF 0.35% -- -- -- 20.00% / 39.60% Low 0
NASH Nashville Area ETF 0.49% 0.47% 0.98% -0.19% 20.00% / 39.60% High 69.302888
MILN Global X Millennials Thematic ETF 0.50% -- -- -- 20.00% / 39.60% High 0
DWAQ PowerShares DWA NASDAQ Momentum Portfolio 0.60% -0.71% -0.59% -0.81% 20.00% / 39.60% Medium 85.962857
PMOM Principal Sustainable Momentum Index ETF 0.29% -- -- -- 20.00% / 39.60% Low 0
QUAL iShares Edge MSCI USA Quality Factor ETF 0.15% -0.21% -0.15% -0.24% 20.00% / 39.60% Low 98.088675
GVIP Goldman Sachs Hedge Industry VIP ETF 0.45% -- -- -- 20.00% / 39.60% Low 0
IPO Renaissance IPO ETF 0.60% 0.58% 1.40% -0.53% 20.00% / 39.60% High 75.654439
VUSE Vident Core US Equity Fund 0.55% 0.03% 0.35% -0.16% 20.00% / 39.60% Low 85.650912
BFOR ALPS Barron's 400 ETF 0.65% -0.64% -0.55% -0.78% 20.00% / 39.60% Low 86.425165
USMF WisdomTree U.S. Multifactor Fund 0.28% -- -- -- 20.00% / 39.60% Low 0
NFO Guggenheim Insider Sentiment ETF 0.67% -0.40% -0.33% -0.56% 20.00% / 39.60% Low 87.743592
DWTR PowerShares DWA Tactical Sector Rotation Portfolio 0.75% -- -- -- 20.00% / 39.60% Low 0
TAXR U.S. Tax Reform Fund 0.85% -- -- -- 20.00% / 39.60% Low 0
QUS SPDR MSCI USA StrategicFactors ETF 0.15% -0.07% -0.04% -0.15% 20.00% / 39.60% Low 94.94636
ESGU iShares MSCI USA ESG Optimized ETF 0.15% -- -- -- 20.00% / 39.60% High 0
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.03% -0.07% 0.05% -0.10% 20.00% / 39.60% Low 100
TTFS AdvisorShares Wilshire Buyback ETF 0.90% -- -- -- 20.00% / 39.60% Low 76.984431
WIL Barclays Women in Leadership ETN 0.45% -- -- -- 20.00% / 39.60% High 0
CNTR PowerShares Contrarian Opportunities Portfolio 0.35% -- -- -- 20.00% / 39.60% High 0
SUSA iShares MSCI USA ESG Select ETF 0.50% -0.62% -0.55% -0.71% 20.00% / 39.60% Low 90.153017
ONEQ Fidelity NASDAQ Composite Tracking Stock 0.21% -0.19% 0.06% -0.36% 20.00% / 39.60% Low 97.243769
RFDA RiverFront Dynamic U.S. Dividend Advantage ETF 0.52% -- -- -- 20.00% / 39.60% Medium 84.547063
EUSA iShares MSCI USA Equal Weighted ETF 0.15% -0.20% -0.16% -0.28% 20.00% / 39.60% Low 98.64514
LOGO Global X Iconic U.S. Brands ETF 0.48% -- -- -- 20.00% / 39.60% Low 0
QVM Arrow QVM Equity Factor ETF 0.65% -- -- -- 20.00% / 39.60% High 0
TUSA First Trust Total US Market AlphaDEX ETF 0.70% -0.91% -0.78% -1.11% 20.00% / 39.60% High 76.507274
SWIN ALPS Dorsey Wright Sector Momentum ETF 0.40% -- -- -- 20.00% / 39.60% High 0
IWV iShares Russell 3000 ETF 0.20% -0.19% -0.17% -0.23% 20.00% / 39.60% Low 98.316468
WMW Elements Morningstar Wide Moat Focus Total Return Index ETN 0.75% -0.98% -0.88% -1.13% 20.00% / 39.60% High 74.094112
CSD Guggenheim S&P Spin-Off ETF 0.65% 1.19% 1.90% -0.67% 20.00% / 39.60% Low 74.046418
AMCA iShares Russell 1000 Pure U.S. Revenue ETF 0.15% -- -- -- 20.00% / 39.60% Low 0
OUSA O'Shares FTSE US Quality Dividend ETF 0.48% -- -- -- 20.00% / 39.60% Low 0
RFFC RiverFront Dynamic U.S. Flex-Cap ETF 0.52% -- -- -- 20.00% / 39.60% High 0
EXT WisdomTree U.S. Total Earnings Fund 0.28% -0.57% -0.44% -1.03% 20.00% / 39.60% Medium 88.831278
ULVM USAA MSCI USA Value Momentum Blend Index ETF 0.20% -- -- -- 20.00% / 39.60% Low 0
RODI Barclays Return on Disability ETN 0.45% -0.55% -0.49% -0.67% 20.00% / 39.60% High 0
USMV iShares Edge MSCI Min Vol USA ETF 0.15% -0.18% -0.14% -0.23% 20.00% / 39.60% Low 98.2226
BOSS Global X Founder-Run Companies ETF 0.65% -- -- -- 20.00% / 39.60% High 0
IYY iShares Dow Jones U.S. ETF 0.20% -0.24% -0.20% -0.31% 20.00% / 39.60% Low 97.259811
ETHO Etho Climate Leadership U.S. ETF 0.49% -- -- -- 20.00% / 39.60% High 0
DEF Guggenheim Defensive Equity ETF 0.60% -0.58% -0.41% -1.72% 20.00% / 39.60% Low 71.841613
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.29% -- -- -- 20.00% / 39.60% Low 0
PDP PowerShares DWA Momentum Portfolio 0.64% -0.76% -0.68% -0.85% 20.00% / 39.60% Low 89.125328
ESGS Columbia Sustainable U.S. Equity Income ETF 0.35% -- -- -- 20.00% / 39.60% High 81.943329
RVRS Reverse Cap Weighted U.S. Large Cap ETF 0.29% -- -- -- 20.00% / 39.60% Low 0
WEXP WisdomTree U.S. Export and Multinational Fund 0.33% 0.33% 0.40% 0.20% 20.00% / 39.60% High 86.663737
QMOM MomentumShares U.S. Quantitative Momentum ETF 0.79% -- -- -- 20.00% / 39.60% Medium 0
DGRO iShares Core Dividend Growth ETF 0.08% -0.08% -0.04% -0.16% 20.00% / 39.60% Low 100
MXDU Nationwide Maximum Diversification U.S. Core Equity ETF 0.34% -- -- -- 20.00% / 39.60% Low 0
PFM PowerShares Dividend Achievers Portfolio 0.55% -0.63% -0.59% -0.67% 20.00% / 39.60% Low 90.176442
KRMA Global X Conscious Companies ETF 0.43% -- -- -- 20.00% / 39.60% Medium 63.053226
FNDB Schwab Fundamental US Broad Market Index ETF 0.25% -0.32% -0.23% -0.41% 20.00% / 39.60% Low 95.653186
ENTR Entrepreneur 30 Fund 0.49% -- -- -- 20.00% / 39.60% Low 0
WUSA WisdomTree U.S. Domestic Economy Fund 0.33% 0.12% 0.40% -0.01% 20.00% / 39.60% High 86.112042
KNOW Direxion All Cap Insider Sentiment Shares 0.59% 1.19% 1.49% 0.82% 20.00% / 39.60% Low 84.463862
LVHD Legg Mason Low Volatility High Dividend ETF 0.27% -- -- -- 20.00% / 39.60% Low 0
DGRW WisdomTree US Quality Dividend Growth Fund 0.28% -0.38% -0.30% -0.49% 20.00% / 39.60% Low 95.131331
PBUS PowerShares PureBeta MSCI USA Portfolio 0.04% -- -- -- 20.00% / 39.60% Low 0
PKW PowerShares Buyback Achievers Portfolio 0.63% -0.76% -0.70% -0.88% 20.00% / 39.60% Low 88.697603
ESG FlexShares STOXX U.S. ESG Impact Index Fund 0.32% -- -- -- 20.00% / 39.60% High 0
FPX First Trust U.S. Equity Opportunities ETF 0.60% -0.70% -0.60% -0.77% 20.00% / 39.60% Low 86.263143
DIVB iShares U.S. Dividend and Buyback ETF 0.25% -- -- -- 20.00% / 39.60% Low 0
RYJ Guggenheim Raymond James SB-1 Equity ETF 0.75% -0.82% -0.55% -1.02% 20.00% / 39.60% Low 81.476208
VAMO Cambria Value & Momentum ETF 0.59% -- -- -- 20.00% / 39.60% High 78.795914
SQZZ Active Alts Contrarian ETF 1.95% -- -- -- 20.00% / 39.60% High 44.15322
LRGF iShares Edge MSCI Multifactor USA ETF 0.20% -0.24% -0.10% -0.37% 20.00% / 39.60% Low 96.604652
DHVW Diamond Hill Valuation-Weighted 500 ETF 0.10% -- -- -- 20.00% / 39.60% High 0
SPTM SPDR Portfolio Total Stock Market ETF 0.03% -0.11% 0.12% -0.18% 20.00% / 39.60% Low 99.45861
PWC PowerShares Dynamic Market Portfolio 0.60% -0.86% -0.12% -1.00% 20.00% / 39.60% Low 84.608261
CWS AdvisorShares Focused Equity ETF 0.75% -- -- -- 20.00% / 39.60% High 71.117279
FVL First Trust Value Line 100 ETF 0.70% -1.32% -1.05% -1.75% 20.00% / 39.60% Medium 77.187963
OMFL Oppenheimer Russell 1000 Dynamic Multifactor ETF 0.29% -- -- -- 20.00% / 39.60% Low 0
SCHB Schwab U.S. Broad Market ETF 0.03% -0.02% 0.02% -0.09% 20.00% / 39.60% Low 100
VIG Vanguard Dividend Appreciation ETF 0.08% -0.05% -0.03% -0.10% 20.00% / 39.60% Low 98.713779
ICAN SerenityShares IMPACT ETF 0.50% -- -- -- 20.00% / 39.60% High 0
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.12% -0.05% 0.05% -0.12% 20.00% / 39.60% High 91.691571
PY Principal Shareholder Yield Index ETF 0.29% -- -- -- 20.00% / 39.60% High 0
DIVC C-Tracks ETN - Miller/Howard Strategic Dividend Reinvestor 0.70% -0.49% -0.30% -0.58% 20.00% / 39.60% Low 0
GOP Republican Policies Fund 0.75% -- -- -- 20.00% / 39.60% Low 0
QDEF FlexShares Quality Dividend Defensive Index Fund 0.37% -0.83% -0.35% -1.08% 20.00% / 39.60% Low 85.946228
GURU Global X Guru Index ETF 0.75% -0.11% 0.00% -0.43% 20.00% / 39.60% Medium 81.474711
SIZE iShares Edge MSCI USA Size Factor ETF 0.15% -0.17% -0.14% -0.23% 20.00% / 39.60% Low 98.415175
LVUS Hartford Multifactor Low Volatility U.S. Equity ETF 0.29% -- -- -- 20.00% / 39.60% High 56.460803
MOAT VanEck Vectors Morningstar Wide Moat ETF 0.49% -0.60% -0.54% -0.76% 20.00% / 39.60% Low 88.655312
UDBI Legg Mason U.S. Diversified Core ETF 0.30% -- -- -- 20.00% / 39.60% High 0
DSI iShares MSCI KLD 400 Social ETF 0.50% -0.61% -0.54% -0.69% 20.00% / 39.60% Low 90.224135
AIEQ AI Powered Equity ETF 0.75% -- -- -- 20.00% / 39.60% Low 0
QDF FlexShares Quality Dividend Index Fund 0.37% -0.68% -0.45% -1.17% 20.00% / 39.60% Low 84.619245
FLLV Franklin Liberty U.S. Low Volatility ETF 0.50% -- -- -- 20.00% / 39.60% High 78.144195
HUSE US Market Rotation Strategy ETF 1.22% -- -- -- 20.00% / 39.60% Low 64.101315
THRK SPDR Russell 3000 ETF -0.09% 0.13% -0.18% 20.00% / 39.60% Low 97.930953
TOFR Stock Split Index Fund -0.69% -0.63% -0.91% 20.00% / 39.60% High 77.085007
ACTX Global X Guru Activist Index ETF -0.36% -0.05% -1.81% 20.00% / 39.60% High 66.162739
PFV Amplify YieldShares Prime 5 Dividend ETF -- -- -- 20.00% / 39.60% High 0
KLD iShares MSCI USA ESG Select ETF -0.61% -0.52% -0.71% 20.00% / 39.60% Low 90.087596
JUNE Dhandho Junoon ETF -- -- -- 20.00% / 39.60% Closing 0
USSD WisdomTree Strong Dollar U.S. Equity Fund 0.13% 0.28% -0.01% 20.00% / 39.60% High 82.709715
USWD WisdomTree Weak Dollar US Equity Fund 0.31% 0.35% 0.20% 20.00% / 39.60% High 83.484727
RWV Oppenheimer Navellier Overall A-100 Revenue ETF -0.97% -0.46% -1.98% 20.00% / 39.60% Closing 62.791932
WIZE CrowdInvest Wisdom -- -- -- -- / -- Closing 0
RORO SPDR SSgA Risk Aware ETF -- -- -- 20.00% / 39.60% Closing 78.949333597957
FMLP ETRACS Wells Fargo MLP Ex-Energy ETN -- -- -- 20.00% / 39.60% Closing 0
VLLV Direxion Value Line Conservative Equity -- -- -- 20.00% / 39.60% High 41.914758867343

ETF.com Tradability Insight

Even a segment filled with contrasts, the disparity in funds’ Tradability stands out. The most liquid ETFs in the segment trade tens of millions of dollars daily, while some fundsVTI is far and away the best choice for active traders don’t trade a single share. Trading volume roughly correlates with bid-ask spreads, which directly affect profit and loss.

IWV, SCHB, USMV and especially VTI stand out within the segment for excellent Tradability. Investors of all sizes can trade all 4 funds easily at spreads of 3 basis points on average or better, with deep on-screen liquidity. Among these, VTI’s ~$350 million in daily volume and tiny spreads make it far and away the best choice for active traders. None of this is a slight to PKW, ITOT, PDP or MOAT, which can all be traded easily by institutions and retail investors alike, albeit at slightly wider spreads.

Still, investors can't assume that all funds in this broad segment have such solid liquidity. For the funds at the other end of the liquidity spectrum, like RWV, trades must be placed with great care. Use limit orders and consult iNAV before trading. A low tradability score (<70) indicates that extra vigilance is needed. Even some funds with higher scores, tighter spreads and stronger volumes suffer by comparison with the segment's liquidity leaders. Such is the case for lukewarm traders VTHR and THRK compared with trading juggernaut IWV, all of which track the same Russell 3000 index.

Institutional investors can trade in large blocks on strong underlying liquidity without paying a premium for most, but not all, segment funds. The quickest reference is the block liquidity graphics at the bottom of this page, as well as the underlying volume per unit column header. (Insight updated 11/22/17)

All Funds (116)

100
99.784042
100
99.595623
100
99.566452
99
99.371765
99
99.14401
99
99.127482
99
98.908155
99
98.831224
99
98.560337
98
98.24249
98
97.859072
98
97.717413
98
97.612969
98
97.562237
97
97.292679
97
97.21201
97
96.950743
97
96.701717
95
94.970961
95
94.759959
94
93.626852
93
92.766136
89
89.449791
88
88.405604
83
82.832433
80
80.185726
80
80.148435
80
79.815767
78
77.874602
77
77.019178
75
75.346888
75
74.940401
74
73.528547
73
72.861945
73
72.728161
72
72.10308
69
69.092257
68
68.289443
68
68.264799
68
68.046369
67
66.874111
67
66.821449
67
66.743042
67
66.511764
66
65.733738
65
65.208299
64
64.437728
63
63.449272
63
63.350886
63
63.341017
63
62.713357
62
62.013998
60
60.235835
60
60.133317
60
59.551978
57
57.008043
56
56.256714
53
53.103536
51
51.268755
38
38.282682
38
38.17528
33
33.050373
30
30.226915
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
79
79.134173
51
50.989673
55
54.790504
N/A
0
91
91.470624
N/A
0
49
48.789626
41
40.938751
60
60.430399
N/A
0
54
53.619697855977
N/A
0
61
61.427220505174

ETF.com Grade as 11/16/17

Equity: U.S. - Total Market

Ticker Median Daily Volume ($) Average Spread Creation Unit/Day Market Hours Overlap Underlying Volume/Unit % Creation Cost Per Unit (%) Impediment to Creations Score - Tradability
VTHR Vanguard Russell 3000 ETF $580.94 K 0.05% 0.20 100.00% 0.00% 0.07% None 82.832433
ESGS Columbia Sustainable U.S. Equity Income ETF $4.88 K 0.22% 0.00 100.00% 0.01% 0.03% None 63.341017
BVAL Brand Value ETF $5.75 K 0.42% 0.00 100.00% 0.04% 0.03% None 0
RVRS Reverse Cap Weighted U.S. Large Cap ETF $34.72 K 0.21% -- 100.00% 0.00% 0.07% N/A 0
MTUM iShares Edge MSCI USA Momentum Factor ETF $36.72 M 0.03% 7.31 100.00% 0.02% 0.01% None 99.371765
VTI Vanguard Total Stock Market ETF $235.01 M 0.01% 17.88 100.00% 0.01% 0.00% None 99.784042
KRMA Global X Conscious Companies ETF $55.74 K 0.21% 0.06 100.00% 0.00% 0.08% None 64.437728
ALFA AlphaClone Alternative Alpha ETF $45.7 K 0.22% 0.02 100.00% 0.22% 0.01% None 62.013998
VSMV VictoryShares U.S. Multi-Factor Minimum Volatility ETF $0 0.23% 0 100.00% 0.02% 0.02% None 0
FNDB Schwab Fundamental US Broad Market Index ETF $516.49 K 0.13% 0.29 100.00% 0.00% 0.06% None 80.185726
ENTR Entrepreneur 30 Fund $861.23 K 0.14% -- -- -- 0.03% N/A 0
NASH Nashville Area ETF $6.82 K 0.91% 0.00 100.00% 1.05% 0.04% None 30.226915
VUSE Vident Core US Equity Fund $1.1 M 0.22% 0.35 100.00% 0.05% 0.02% None 89.449791
ESG FlexShares STOXX U.S. ESG Impact Index Fund $30.37 K 0.21% 0.01 100.00% 0.00% 0.02% None 0
BFOR ALPS Barron's 400 ETF $297.31 K 0.15% 0.15 100.00% 0.05% 0.02% None 72.728161
USMF WisdomTree U.S. Multifactor Fund $2.63 K 0.28% 0.00 100.00% 0.01% 0.03% None 0
FPX First Trust U.S. Equity Opportunities ETF $2.59 M 0.05% 0.85 98.00% 0.07% 0.02% None 96.950743
DIVB iShares U.S. Dividend and Buyback ETF $97.51 K 0.17% -- -- 0.00% 0.09% N/A 0
NFO Guggenheim Insider Sentiment ETF $71.34 K 0.16% 0.02 100.00% 0.09% 0.02% None 66.511764
RYJ Guggenheim Raymond James SB-1 Equity ETF $257.97 K 0.22% 0.12 100.00% 0.14% 0.05% None 68.289443
WIL Barclays Women in Leadership ETN $0 0.38% 0.00 0.00%% -- 0.00%% None 0
CWS AdvisorShares Focused Equity ETF $21.52 K 0.42% 0.03 100.00% 0.05% 0.07% None 56.256714
CNTR PowerShares Contrarian Opportunities Portfolio $0 0.24% 0 100.00% 0.09% 0.03% None 0
SUSA iShares MSCI USA ESG Select ETF $1.21 M 0.08% 0.24 100.00% 0.05% 0.01% None 93.626852
FVL First Trust Value Line 100 ETF $83.4 K 0.17% 0.07 100.00% 0.04% 0.04% None 66.743042
OMFL Oppenheimer Russell 1000 Dynamic Multifactor ETF $10.75 K 0.08% -- -- 0.00% 0.14% N/A 0
ONEQ Fidelity NASDAQ Composite Tracking Stock $6.59 M 0.13% 2.54 100.00% 0.01% 0.07% None 94.970961
SCHB Schwab U.S. Broad Market ETF $21.17 M 0.03% 6.92 100.00% 0.00% 0.05% None 98.831224
WMW Elements Morningstar Wide Moat Focus Total Return Index ETN $19.78 K 1.89% 0.00 100.00% -- 0.00%% Potential 33.050373
CSD Guggenheim S&P Spin-Off ETF $438.63 K 0.16% 0.17 100.00% 0.14% 0.02% None 75.346888
AMCA iShares Russell 1000 Pure U.S. Revenue ETF $4.82 K 0.18% 0.00 100.00% 0.00% 0.09% None 0
GURU Global X Guru Index ETF $151.71 K 0.20% 0.11 100.00% 0.03% 0.02% None 68.046369
OUSA O'Shares FTSE US Quality Dividend ETF $1.13 M 0.09% 0.74 100.00% 0.01% 0.03% None 0
SIZE iShares Edge MSCI USA Size Factor ETF $222.89 K 0.10% 0.06 100.00% 0.01% 0.04% None 73.528547
ETHO Etho Climate Leadership U.S. ETF $71.82 K 0.45% 0.04 100.00% 0.02% 0.05% None 0
FLLV Franklin Liberty U.S. Low Volatility ETF $9.38 K 0.22% 0.00 100.00% 0.02% 0.02% None 63.449272
DEF Guggenheim Defensive Equity ETF $329.73 K 0.13% 0.14 100.00% 0.02% 0.02% None 74.940401
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF $27.33 K 0.17% 0.01 100.00% 0.00% 0.08% None 0
HUSE US Market Rotation Strategy ETF $164.95 K 0.19% 0.16 100.00% 0.14% 0.02% None 59.551978
PDP PowerShares DWA Momentum Portfolio $2.49 M 0.06% 1.03 100.00% 0.05% 0.02% None 97.717413
QMOM MomentumShares U.S. Quantitative Momentum ETF $19.59 K 0.13% 0.01 99.00% 0.08% 0.02% None 0
TTAC TrimTabs Float Shrink ETF $108.97 K 0.17% 0.14 100.00% 0.02% 0.06% None 66.821449
DGRO iShares Core Dividend Growth ETF $10.89 M 0.03% 6.54 100.00% 0.00% 0.05% None 98.560337
MXDU Nationwide Maximum Diversification U.S. Core Equity ETF $0 0.20% 0 100.00% 0.00% 0.04% None 0
IBLN Direxion iBillionaire Index ETF $50.29 K 0.19% 0.03 100.00% 0.01% 0.02% None 65.733738
PFM PowerShares Dividend Achievers Portfolio $474.44 K 0.12% 0.38 100.00% 0.00% 0.04% None 79.815767
TILT FlexShares Morningstar US Market Factor Tilt Index Fund $1.11 M 0.10% 0.21 100.00% 0.01% 0.03% None 92.766136
LVHD Legg Mason Low Volatility High Dividend ETF $1.64 M 0.12% 1.07 100.00% 0.02% 0.02% None 0
GVIP Goldman Sachs Hedge Industry VIP ETF $306.85 K 0.16% 0.12 100.00% 0.03% 0.01% None 0
DGRW WisdomTree US Quality Dividend Growth Fund $4.3 M 0.04% 2.19 100.00% 0.01% 0.03% None 98.908155
PBUS PowerShares PureBeta MSCI USA Portfolio $0 0.35% -- 100.00% 0.00% 0.08% N/A 0
IPO Renaissance IPO ETF $92.08 K 0.34% 0.07 100.00% 0.16% 0.04% None 60.235835
PKW PowerShares Buyback Achievers Portfolio $1.87 M 0.04% 0.69 100.00% 0.02% 0.02% None 97.292679
ESGU iShares MSCI USA ESG Optimized ETF $93.33 K 0.15% 0.03 100.00% 0.00% 0.03% None 0
DHVW Diamond Hill Valuation-Weighted 500 ETF $126.85 K 0.12% 0.08 100.00% 0.00% 0.03% None 0
SPTM SPDR Portfolio Total Stock Market ETF $3.56 M 0.07% 2.07 100.00% 0.00% 0.03% None 97.859072
ITOT iShares Core S&P Total U.S. Stock Market ETF $32.41 M 0.03% 11.27 100.00% 0.00% 0.10% None 97.562237
PWC PowerShares Dynamic Market Portfolio $158.8 K 0.16% 0.03 100.00% 0.12% 0.01% None 68.264799
TTFS AdvisorShares Wilshire Buyback ETF $269.63 K 0.16% 0.16 100.00% 0.03% 0.03% None 72.861945
PY Principal Shareholder Yield Index ETF $0 0.12% 0.00 100.00% 0.02% 0.03% None 0
SWIN ALPS Dorsey Wright Sector Momentum ETF $37.64 K 0.24% 0.02 100.00% 0.04% 0.03% None 0
DIVC C-Tracks ETN - Miller/Howard Strategic Dividend Reinvestor $0 0.67% 0 0.00%% -- 0.10% Potential 0
GOP Republican Policies Fund $5.4 K 0.33% -- 100.00% 0.05% 0.10% N/A 0
IWV iShares Russell 3000 ETF $24.25 M 0.01% 3.17 100.00% 0.01% 0.04% None 99.127482
QDEF FlexShares Quality Dividend Defensive Index Fund $414.58 K 0.10% 0.20 100.00% 0.03% 0.04% None 77.874602
TUSA First Trust Total US Market AlphaDEX ETF $19.25 K 0.64% 0.01 100.00% 0.00% 0.03% None 51.268755
USMV iShares Edge MSCI Min Vol USA ETF $54.51 M 0.02% 10.72 100.00% 0.03% 0.01% None 99.566452
UDBI Legg Mason U.S. Diversified Core ETF $0 0.42% 0 100.00% 0.01% 0.05% None 0
BOSS Global X Founder-Run Companies ETF $9.9 K 0.86% 0.00 100.00% 0.02% 0.09% None 0
DSI iShares MSCI KLD 400 Social ETF $2.57 M 0.03% 0.55 100.00% 0.01% 0.02% None 96.701717
AIEQ AI Powered Equity ETF $4.45 M 0.11% 7.16 100.00% 0.09% 0.04% N/A 0
IYY iShares Dow Jones U.S. ETF $1.79 M 0.04% 0.29 100.00% 0.01% 0.05% None 94.759959
QDF FlexShares Quality Dividend Index Fund $2.3 M 0.05% 1.08 100.00% 0.03% 0.03% None 98.24249
BUZ BUZZ US Sentiment Leaders ETF $65.79 K 0.16% 0.04 100.00% 0.01% 0.03% None 66.874111
WEXP WisdomTree U.S. Export and Multinational Fund $0 1.63% 0 100.00% 0.00% 0.08% None 38.282682
DTD WisdomTree U.S. Total Dividend Fund $798.32 K 0.07% 0.18 100.00% 0.03% 0.06% None 88.405604
DEMS Democratic Policies Fund $2.44 K 0.22% 0.00 100.00% 0.10% 0.10% N/A 0
QDYN FlexShares Quality Dividend Dynamic Index Fund $52.32 K 0.25% 0.02 100.00% 0.02% 0.04% None 63.350886
MILN Global X Millennials Thematic ETF $96.3 K 0.25% 0.10 100.00% 0.01% 0.08% None 0
WUSA WisdomTree U.S. Domestic Economy Fund $0 2.01% 0 100.00% 0.00% 0.09% None 38.17528
DWAQ PowerShares DWA NASDAQ Momentum Portfolio $135.86 K 0.37% 0.03 99.00% 0.26% 0.01% None 60.133317
PMOM Principal Sustainable Momentum Index ETF $0 0.10% -- 100.00% 0.02% 0.03% N/A 0
KNOW Direxion All Cap Insider Sentiment Shares $557.93 K 0.13% 0.27 100.00% 0.10% 0.02% None 80.148435
QUAL iShares Edge MSCI USA Quality Factor ETF $11.61 M 0.03% 2.92 100.00% 0.03% 0.01% None 99.14401
VAMO Cambria Value & Momentum ETF $33.46 K 0.51% 0.03 100.00% 0.14% 0.06% None 53.103536
SQZZ Active Alts Contrarian ETF $2.65 K 0.70% 0.00 100.00% 0.11% 0.04% None 0
DWTR PowerShares DWA Tactical Sector Rotation Portfolio $108.66 K 0.37% 0.08 100.00% 165.14% 0.04% None 0
TAXR U.S. Tax Reform Fund $120.3 K 0.25% -- 100.00% 0.13% 0.10% N/A 0
LRGF iShares Edge MSCI Multifactor USA ETF $3.01 M 0.09% 1.95 100.00% 0.01% 0.03% None 97.21201
QUS SPDR MSCI USA StrategicFactors ETF $222.49 K 0.10% 0.05 100.00% 0.01% 0.04% None 72.10308
VIG Vanguard Dividend Appreciation ETF $41.61 M 0.01% 17.44 100.00% 0.02% 0.01% None 99.595623
RFDA RiverFront Dynamic U.S. Dividend Advantage ETF $185.8 K 0.19% 0.12 100.00% 0.02% 0.03% None 69.092257
ICAN SerenityShares IMPACT ETF $22.21 K 0.20% 0.02 -- -- 0.04% None 0
EUSA iShares MSCI USA Equal Weighted ETF $327.84 K 0.04% 0.12 100.00% 0.00% 0.06% None 77.019178
LOGO Global X Iconic U.S. Brands ETF $4.98 K 0.31% -- 100.00% 0.00% 0.04% N/A 0
MMTM SPDR S&P 1500 Momentum Tilt ETF $68.98 K 0.47% 0.01 100.00% 0.01% 0.05% None 57.008043
QVM Arrow QVM Equity Factor ETF $0 0.24% 0.00 100.00% 0.23% 0.04% None 0
RFFC RiverFront Dynamic U.S. Flex-Cap ETF $132.55 K 0.19% 0.09 100.00% 0.03% 0.03% None 0
LVUS Hartford Multifactor Low Volatility U.S. Equity ETF $0 0.22% 0 100.00% 0.02% 0.05% None 62.713357
EXT WisdomTree U.S. Total Earnings Fund $93.3 K 0.13% 0.06 100.00% 0.00% 0.20% None 65.208299
ULVM USAA MSCI USA Value Momentum Blend Index ETF $1.85 M 0.09% -- 100.00% 0.02% 0.02% N/A 0
MOAT VanEck Vectors Morningstar Wide Moat ETF $3.11 M 0.07% 1.55 100.00% 0.03% 0.02% None 97.612969
RODI Barclays Return on Disability ETN $0 7.29% 0 0.00%% -- 0.00%% None 0
THRK SPDR Russell 3000 ETF $537.93 K 0.06 100.00% 0.01% 0.03% None 79.134173
TOFR Stock Split Index Fund $3.7 K 0.00 100.00% 0.60% 0.04% None 50.989673
ACTX Global X Guru Activist Index ETF $4.6 K 0.00 100.00% 0.02% 0.06% None 54.790504
PFV Amplify YieldShares Prime 5 Dividend ETF $0 0 100.00% 3.13% 0.04% None 0
KLD iShares MSCI USA ESG Select ETF $1.41 M 0.27 100.00% 0.04% 0.01% None 91.470624
JUNE Dhandho Junoon ETF $17.17 K 0.02 100.00% 0.09% 0.08% None 0
USSD WisdomTree Strong Dollar U.S. Equity Fund $16.8 K 0.01 100.00% 0.01% 0.05% None 40.938751
USWD WisdomTree Weak Dollar US Equity Fund $0 0 100.00% 0.01% 0.05% None 48.789626
RWV Oppenheimer Navellier Overall A-100 Revenue ETF $4.67 K 0.00 100.00% 0.16% 0.02% None 60.430399
WIZE CrowdInvest Wisdom $0 0.00 100.00% 0% -- None 0
RORO SPDR SSgA Risk Aware ETF $4.1 K 0.00 100.00% 0.00% 0.03% None 53.619697855977
FMLP ETRACS Wells Fargo MLP Ex-Energy ETN $0 0.00 100.00% -- 0.13% Potential 0
VLLV Direxion Value Line Conservative Equity $0 0.00 100.00% 0.02% 0.06% None 61.427220505174

ETF.com/ Block Liquidity

VTHR
5
4
3
2
1
MTUM
5
4
3
2
1
VTI
5
4
3
2
1
BFOR
5
4
3
2
1
VUSE
5
4
3
2
1
SUSA
5
4
3
2
1
ONEQ
5
4
3
2
1
CSD
5
4
3
2
1
OUSA
5
4
3
2
1
DEF
5
4
3
2
1
MFUS
5
4
3
2
1
ETHO
5
4
3
2
1
PDP
5
4
3
2
1
DGRO
5
4
3
2
1
PFM
5
4
3
2
1
DGRW
5
4
3
2
1
LVHD
5
4
3
2
1
PKW
5
4
3
2
1
DHVW
5
4
3
2
1
SPTM
5
4
3
2
1
PWC
5
4
3
2
1
QDEF
5
4
3
2
1
DSI
5
4
3
2
1
QDF
5
4
3
2
1
QDYN
5
4
3
2
1
DTD
5
4
3
2
1
BUZ
5
4
3
2
1
QUAL
5
4
3
2
1
MILN
5
4
3
2
1
QUS
5
4
3
2
1
EUSA
5
4
3
2
1
RFDA
5
4
3
2
1
EXT
5
4
3
2
1
RFFC
5
4
3
2
1
FNDB
5
4
3
2
1
KRMA
5
4
3
2
1
RYJ
5
4
3
2
1
FPX
5
4
3
2
1
ESG
5
4
3
2
1
SCHB
5
4
3
2
1
SIZE
5
4
3
2
1
GURU
5
4
3
2
1
TTAC
5
4
3
2
1
TILT
5
4
3
2
1
IBLN
5
4
3
2
1
GVIP
5
4
3
2
1
ESGU
5
4
3
2
1
TTFS
5
4
3
2
1
ITOT
5
4
3
2
1
TUSA
5
4
3
2
1
IWV
5
4
3
2
1
USMV
5
4
3
2
1
IYY
5
4
3
2
1
KNOW
5
4
3
2
1
LRGF
5
4
3
2
1
VIG
5
4
3
2
1
MMTM
5
4
3
2
1
MOAT
5
4
3
2
1
BVAL
5
4
3
2
1
ALFA
5
4
3
2
1
VSMV
5
4
3
2
1
USMF
5
4
3
2
1
NFO
5
4
3
2
1
CNTR
5
4
3
2
1
AMCA
5
4
3
2
1
MXDU
5
4
3
2
1
QMOM
5
4
3
2
1
PY
5
4
3
2
1
UDBI
5
4
3
2
1
DWAQ
5
4
3
2
1
QVM
5
4
3
2
1
ESGS
5
4
3
2
1
FVL
5
4
3
2
1
CWS
5
4
3
2
1
FLLV
5
4
3
2
1
HUSE
5
4
3
2
1
IPO
5
4
3
2
1
SWIN
5
4
3
2
1
BOSS
5
4
3
2
1
WEXP
5
4
3
2
1
WUSA
5
4
3
2
1
SQZZ
5
4
3
2
1
VAMO
5
4
3
2
1
LVUS
5
4
3
2
1
NASH
5
4
3
2
1
DWTR
5
4
3
2
1
WMW
5
4
3
2
1
PBUS
5
4
3
2
1
DIVC
5
4
3
2
1
GOP
5
4
3
2
1
AIEQ
5
4
3
2
1
DEMS
5
4
3
2
1
PMOM
5
4
3
2
1
TAXR
5
4
3
2
1
LOGO
5
4
3
2
1
ULVM
5
4
3
2
1
RVRS
5
4
3
2
1
ENTR
5
4
3
2
1
DIVB
5
4
3
2
1
OMFL
5
4
3
2
1
WIL
5
4
3
2
1
RODI
5
4
3
2
1
ICAN
5
4
3
2
1
THRK
5
4
3
2
1
TOFR
5
4
3
2
1
ACTX
5
4
3
2
1
PFV
5
4
3
2
1
KLD
5
4
3
2
1
JUNE
5
4
3
2
1
USSD
5
4
3
2
1
USWD
5
4
3
2
1
RWV
5
4
3
2
1
WIZE
5
4
3
2
1
RORO
5
4
3
2
1
FMLP
5
4
3
2
1
VLLV
5
4
3
2
1

This measurement shows how easy it is to trade 25,000 shares of each ETF.

ETF.com Fit Insight

The total US equity market is so thoroughly dominated by large-cap firms like Exxon and Apple that any of the broad cap-weighted funds, regardless of the number of stocks in their indexbroad cap-weighted funds tend to provide nearly equivalent exposure tend to provide nearly equivalent exposure to the segment. This holds true more so here in the total market segment than in large-, mid- and small-cap segments since there are no size boundaries to be drawn, except at the very bottom, where the smallest firms are many in number but carry little impact in cap-weighted indexes.

As a result, industry, size, style and market risk tilts tend to be muted among the funds tracking broad, market-cap-weighted indexes. This makes for very tight Fit scoring among these funds because they tend to match each other as they match the market. Therefore, funds tracking different cap-weighted indexes, whether SCHB’s Dow Jones index, VTI’s CRSP index or IWV’s Russell 3000 all provide excellent and largely indistinguishable exposure.

The same cannot be said, however, for the funds making a conscious effort to deviate from the neutral market. Even funds with similar themes can differ substantially from each other and from the market. As an example, MMTM and DWAQ each provide momentum-based exposure, yet DWAQ is far more aggressive, making significantly larger sector bets and taking much more market risk. The fund’s Fit scores are the quickest way to check at a glance how much they vary from the market.

So how does an investor wade through the dozens of ETFs in the segment? Try using the sortable columns in the table below. Clicking on “Weighting” or Selection” will quickly sort the like-minded funds, whether principles-based funds like DSI or dividend plays such as DTD. Investors looking for a bit more income can sort by yield, while those with a style preference can sort by P/E and P/B. The sector tab at the bottom of this page quickly highlights where funds are placing their bets from an industry point of view. These sortable columns show the incredible range by sector, such as NASH’s 0% versus ONEQ’s 40% in tech.

In the end, investors looking for broad exposure (as found in market-cap-weighted funds) can choose from many ETFs with nearly identical exposure, which means Efficiency and Tradability should loom larger in their decision-making. Fit plays a more important role for investors wanting to diverge from the market portfolio by following nuanced strategies, targeting specific exchanges, or weighting on factors other than market cap. For these investors, the holdings and performance analysis of the portfolio that flows from the fund’s strategy offers perhaps the best insight into risk-and-return going forward. (Insight updated 11/22/17)

All Funds (116)

99
99.296817
99
99.090298
99
99.056489
99
98.98156
99
98.936432
99
98.849203
97
97.17248
91
90.752948
89
88.564605
84
84.300398
84
83.753223
84
83.61214
83
83.117912
83
82.982163
82
82.311424
81
80.540809
80
79.817011
79
79.360372
79
78.725677
77
77.008373
76
75.664513
75
75.398204
75
75.220748
73
73.207289
72
72.107509
71
70.957538
71
70.859731
71
70.629796
68
67.993436
68
67.835707
68
67.593128
67
67.467864
66
66.387626
66
65.729661
65
65.133097
64
64.330284
64
63.87006
63
63.463805
62
61.598483
62
61.560175
62
61.537736
61
60.863648
60
60.350242
59
59.235023
59
58.544142
58
57.633251
58
57.555231
57
56.913051
55
55.050913
53
53.358743
53
52.523552
52
52.236823
52
52.160703
51
51.484044
51
51.225137
51
51.098097
47
46.781027
43
42.782261
40
39.850037
38
37.912454
37
37.007312
32
32.209809
28
28.375326
26
25.668824
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
N/A
0
99
99.060303
54
54.478876
65
65.18016
N/A
0
85
85.270858
N/A
0
80
79.79255
69
68.748141
47
47.340683
N/A
0
70
70.082878306583
N/A
0
72
71.579646534613

ETF.com Grade as 11/16/17

Equity: U.S. - Total Market