Equity: U.S. - Total Market

LVHD Top Performer Intra-day
Price $30.28
Today’s Change +0.20%(0.65)
3:59pm 07/27/2017
MMTM Bottom Performer Intra-day
Price $104.02
Today’s Change -1.33%(-1.26)
3:50pm 07/27/2017
  • 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 07/27/17)

All Funds (100)

IWV $7.86 B 7859147940 large and liquid

A 99
E
98
98
T
99
99
F
99
99

ITOT $10.03 B 10027377315 low all in costs

A 99
E
100
100
T
97
97
F
99
99

VTI $81.91 B 81912080366.74 Cheap and highly liquid

A 99
E
100
100
T
100
100
F
99
99

SCHB $9.48 B 9476355143.25 Cheap, easy to trade

A 99
E
100
100
T
99
99
F
99
99

VTHR $350.03 M 350027250 thin trading volume

A 99
E
96
96
T
80
80
F
99
99

THRK $424.51 M 424508304.0738 for R3000, IWV far more liquid

A 99
E
98
98
T
76
76
F
99
99

IYY $1.12 B 1122885990 slightly higher costs than some

A 97
E
97
97
T
95
95
F
97
97

DSI $920.4 M 920397090 not cheap but well established

A 89
E
90
90
T
94
94
F
89
89

FNDB $269.19 M 269194288.1 decent assets

A 87
E
96
96
T
81
81
F
87
87

TILT $1.08 B 1081465943.9871 large asset base

A 85
E
91
91
T
93
93
F
85
85

SUSA $598.28 M 598283475 higher fee; well established

A 85
E
90
90
T
91
91
F
85
85

EUSA $137.8 M 137800530 changed indexes 9.1.2015

A 81
E
98
98
T
77
77
F
81
81

DTD $589.48 M 589475380 well established

A 81
E
93
93
T
85
85
F
81
81

DGRO $1.9 B 1901482380 low fee

A 81
E
100
100
T
98
98
F
81
81

SIZE $181.54 M 181542910 low fee; decent assets

A 78
E
98
98
T
73
73
F
78
78

LRGF $537.89 M 537888240 new; trade with care

A 76
E
96
96
T
95
95
F
76
76

DGRW $1.69 B 1691314645 healthy AUM; middling yield

A 76
E
95
95
T
99
99
F
76
76

QUAL $3.48 B 3481158215 Indexes changed September 1 2015

A 76
E
98
98
T
99
99
F
76
76

PDP $1.46 B 1457722350 solid investor interest

A 71
E
89
89
T
98
98
F
71
71

MOAT $1.28 B 1276338379.5 good liquidity

A 70
E
89
89
T
97
97
F
70
70

PKW $1.34 B 1344041250 large and liquid

A 70
E
89
89
T
99
99
F
70
70

VIG $24.87 B 24873882658.72 Dirt cheap all in

A 66
E
99
99
T
100
100
F
66
66

MTUM $3.38 B 3380031590 hefty AUM; low fee

A 63
E
98
98
T
99
99
F
63
63

ONEQ $1.28 B 1275120000 Only includes Nasdaq listed firms

A 61
E
98
98
T
91
91
F
61
61

USMV $13.46 B 13463968080 massive AUM for non-vanilla

A 49
E
98
98
T
100
100
F
49
49

EXT $65.77 M 65773875 middling liquidity

B 89
E
90
90
T
50
50
F
89
89

MMTM $20.98 M 20976160.6 poor trader

B 86
E
92
92
T
55
55
F
86
86

QUS $60.49 M 60494500 low fee

B 84
E
93
93
T
66
66
F
84
84

QDYN $61.13 M 61133140.7554 weak liquidity; poor tracking

B 80
E
89
89
T
67
67
F
80
80

QDF $1.74 B 1738562361.5924 strong AUM; decent liqudity

B 80
E
87
87
T
96
96
F
80
80

QDEF $309.51 M 309507005.9943 Solid AUM but so-so liquidity

B 74
E
87
87
T
75
75
F
74
74

NFO $71.87 M 71868466.4 lukewarm trader

B 71
E
88
88
T
66
66
F
71
71

FPX $864.33 M 864330122.6 Decent liquidity

B 65
E
86
86
T
97
97
F
65
65

KNOW $235.0 M 235001632.488 middling costs

B 62
E
85
85
T
86
86
F
62
62

PFM $313.99 M 313986000 higher holding costs

B 60
E
90
90
T
78
78
F
60
60

PWC $147.0 M 146996850 high all in costs

B 60
E
91
91
T
67
67
F
60
60

VUSE $507.96 M 507960000 decent AUM, workable liquidity

B 57
E
85
85
T
72
72
F
57
57

BFOR $203.02 M 203024850 400 holdings equally weighted

B 54
E
85
85
T
70
70
F
54
54

RFDA $43.78 M 43778608.3714 N/A

C 84
E
83
83
T
69
69
F
84
84

WEXP $743.57 K 743570 N/A

C 81
E
84
84
T
44
44
F
81
81

ESGS $5.95 M 5945937.535 N/A

C 73
E
81
81
T
64
64
F
73
73

GURU $56.48 M 56479276.090011 good liquidity

C 70
E
82
82
T
67
67
F
70
70

WUSA $2.15 M 2146425 N/A

C 67
E
83
83
T
38
38
F
67
67

FLLV $5.65 M 5648000 N/A

C 67
E
77
77
T
62
62
F
67
67

DEF $177.07 M 177074900 decent assets

C 62
E
72
72
T
75
75
F
62
62

TTFS $140.66 M 140662200 high fee but liquid

C 62
E
77
77
T
74
74
F
62
62

CSD $198.23 M 198232000 Small basket

C 59
E
72
72
T
71
71
F
59
59

TOFR $3.32 M 3319543.2 weak investor interest

C 59
E
78
78
T
53
53
F
59
59

TTAC $27.84 M 27842500 N/A

C 55
E
78
78
T
68
68
F
55
55

BUZ $8.87 M 8866469.1094 N/A

C 55
E
74
74
T
65
65
F
55
55

RYJ $196.92 M 196920645.082 high fee; poor tracking

C 49
E
81
81
T
62
62
F
49
49

DWAQ $37.78 M 37776800 thinly traded

C 44
E
85
85
T
57
57
F
44
44

VAMO $9.64 M 9636128.8418 new; trade with care

C 38
E
79
79
T
47
47
F
38
38

IPO $14.33 M 14331020 Weak trader

C 38
E
77
77
T
60
60
F
38
38

FVL $53.16 M 53164767.798 high all-in costs

C 37
E
77
77
T
64
64
F
37
37

ALFA $28.72 M 28721000 very high fee

D 74
E
70
70
T
65
65
F
74
74

WMW $20.26 M 20256330 MOAT is cheaper, bigger, better

D 70
E
74
74
T
33
33
F
70
70

TUSA $12.21 M 12208061.04 high all-in costs

D 67
E
74
74
T
50
50
F
67
67

ACTX $1.55 M 1553349.520494 N/A

D 66
E
75
75
T
55
55
F
66
66

CWS $12.18 M 12178375 N/A

D 64
E
70
70
T
56
56
F
64
64

IBLN $13.61 M 13612500 modest investor interest

D 63
E
70
70
T
65
65
F
63
63

HUSE $24.13 M 24128500 Weak AUM and trading

D 58
E
64
64
T
60
60
F
58
58

ESGU $5.42 M 5416180 N/A

F 91
E
55
55
T
65
65
F
91
91

KRMA $40.03 M 40032643.563797 N/A

F 87
E
59
59
T
63
63
F
87
87

SWIN $7.0 M 7004731.0374 N/A

F 59
E
54
54
T
60
60
F
59
59

NASH $8.53 M 8531198.975341 very thin investor interest

F 29
E
69
69
T
27
27
F
29
29

BVAL $1.54 M 1541000 N/A

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

QMOM $35.63 M 35626500 N/A

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

VSMV $2.53 M 2531930 N/A

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

MILN $7.22 M 7220994.693534 N/A

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

LVHD $381.22 M 381215900 N/A

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

GVIP $34.87 M 34874000 N/A

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

USMF $2.54 M 2542881.7112 N/A

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

ESG $11.6 M 11595457.977 N/A

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

SQZZ $631.43 K 631432.5 N/A

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

DWTR $81.36 M 81362626.246 new, trade with care

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

DHVW $17.53 M 17526000 N/A

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

WIL $34.34 M 34343074.24 trades poorly

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

CNTR $3.08 M 3077130.771 High closure risk

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

ICAN $2.65 M 2647000 N/A

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

QVM $3.84 M 3840000 higher fee

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

DIVC $129.72 M 129720000 pays no dividends

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

PY $7.39 M 7387579.5502 N/A

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

OUSA $420.65 M 420650054.5193 first launch by issuer

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

PFV $1.39 M 1389000 N/A

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

RODI $34.21 M 34211260.65 new; trade with care

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

LVUS $3.81 M 3813045 N/A

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

RFFC $33.51 M 33511230.9294 N/A

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

BOSS $3.27 M 3271052.777088 N/A

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

UDBI $3.12 M 3119168 N/A

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

ETHO $17.23 M 17231500 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 07/20/17

Equity: U.S. - Total Market

Performance Dispersion
Performance  [as of 07/26/17] 1 Month 3 Month YTD 1 Year 3 Years 5 Years 10 Years
Benchmark: MSCI USA Investable Markets_net1.75%4.03%11.60%16.85%9.83%15.23%7.84%
A 99.382637IWV7859147940IWViShares Russell 3000 ETF1.71%3.96%11.26%16.71%9.64%15.04%7.57%
A 99.371815ITOT10027377315ITOTiShares Core S&P Total U.S. Stock Market ETF1.66%3.92%11.39%16.82%9.94%15.15%7.61%
A 99.368001VTI81912080366.74VTIVanguard Total Stock Market ETF1.72%4.05%11.39%16.86%9.75%15.19%7.97%
A 99.294416SCHB9476355143.25SCHBSchwab U.S. Broad Market ETF1.73%3.99%11.43%16.84%9.73%15.18%--
A 99.29421VTHR350027250VTHRVanguard Russell 3000 ETF1.79%4.06%11.20%16.81%9.68%15.45%--
A 99.235482THRK424508304.0738THRKSPDR Russell 3000 ETF1.58%4.14%11.39%16.89%9.78%15.19%7.70%
A 97.313039IYY1122885990IYYiShares Dow Jones U.S. ETF1.63%4.02%11.58%16.49%9.56%14.37%6.28%
A 88.972185DSI920397090DSIiShares MSCI KLD 400 Social ETF1.61%4.26%11.77%15.54%8.94%14.83%7.28%
A 86.709821FNDB269194288.1FNDBSchwab Fundamental US Broad Market Index ETF1.42%1.59%6.20%12.53%7.62%----
A 85.075313TILT1081465943.9871TILTFlexShares Morningstar US Market Factor Tilt Index Fund1.67%2.66%8.58%17.58%9.11%14.97%--
A 85.053088SUSA598283475SUSAiShares MSCI USA ESG Select ETF1.14%4.61%13.75%17.58%9.47%14.48%6.97%
A 81.285835EUSA137800530EUSAiShares MSCI USA Equal Weighted ETF1.33%3.32%10.40%15.18%8.91%14.54%--
A 80.845434DTD589475380DTDWisdomTree U.S. Total Dividend Fund0.80%2.29%7.39%12.14%9.11%13.50%7.01%
A 80.722667DGRO1901482380DGROiShares Core Dividend Growth ETF1.04%3.63%11.00%15.16%10.78%----
A 78.415313SIZE181542910SIZEiShares Edge MSCI USA Size Factor ETF0.88%3.14%10.52%13.63%10.27%----
A 76.478779LRGF537888240LRGFiShares Edge MSCI Multifactor USA ETF1.84%4.11%10.67%18.63%------
A 76.422769DGRW1691314645DGRWWisdomTree US Quality Dividend Growth Fund0.70%4.05%13.09%16.12%10.58%----
A 75.92607QUAL3481158215QUALiShares Edge MSCI USA Quality Factor ETF1.10%3.82%10.77%13.69%10.72%----
A 70.537483PDP1457722350PDPPowerShares DWA Momentum Portfolio2.74%5.78%15.40%13.64%7.82%13.60%6.92%
A 70.131201MOAT1276338379.5MOATVanEck Vectors Morningstar Wide Moat ETF0.93%5.08%15.22%18.36%11.14%16.55%--
A 69.735553PKW1344041250PKWPowerShares Buyback Achievers Portfolio2.09%4.43%8.71%16.50%8.03%15.56%9.13%
A 65.749395VIG24873882658.72VIGVanguard Dividend Appreciation ETF0.52%2.50%10.68%11.40%8.66%12.75%7.55%
A 63.005036MTUM3380031590MTUMiShares Edge MSCI USA Momentum Factor ETF3.26%9.81%22.31%19.97%14.27%----
A 61.129395ONEQ1275120000ONEQFidelity NASDAQ Composite Tracking Stock2.80%6.54%19.83%27.18%14.32%18.71%10.50%
A 48.977236USMV13463968080USMViShares Edge MSCI Min Vol USA ETF0.38%3.10%10.95%8.15%12.21%13.71%--
B 89.173153EXT65773875EXTWisdomTree U.S. Total Earnings Fund2.00%3.68%10.92%20.50%9.32%15.02%7.74%
B 86.205857MMTM20976160.6MMTMSPDR S&P 1500 Momentum Tilt ETF2.86%6.05%13.28%15.02%9.72%----
B 83.763524QUS60494500QUSSPDR MSCI USA StrategicFactors ETF1.11%3.10%10.75%14.19%------
B 80.472095QDYN61133140.7554QDYNFlexShares Quality Dividend Dynamic Index Fund1.10%2.12%7.95%16.10%7.64%----
B 79.563686QDF1738562361.5924QDFFlexShares Quality Dividend Index Fund0.68%1.90%6.86%12.44%8.95%----
B 73.579305QDEF309507005.9943QDEFFlexShares Quality Dividend Defensive Index Fund0.59%2.06%6.94%10.42%9.22%----
B 71.169652NFO71868466.4NFOGuggenheim Insider Sentiment ETF2.65%4.91%16.63%16.19%7.30%13.39%7.52%
B 64.678801FPX864330122.6FPXFirst Trust US Equity Opportunities ETF1.47%4.65%13.66%16.12%9.34%19.09%10.79%
B 62.345508KNOW235001632.488KNOWDirexion All Cap Insider Sentiment Shares1.41%1.54%6.07%13.15%10.16%18.70%--
B 60.08846PFM313986000PFMPowerShares Dividend Achievers Portfolio0.15%1.74%6.95%7.62%7.29%11.22%5.84%
B 59.892507PWC146996850PWCPowerShares Dynamic Market Portfolio3.20%5.48%10.33%20.19%7.60%15.76%6.78%
B 56.915927VUSE507960000VUSEVident Core US Equity Fund2.62%1.77%5.53%16.49%6.70%----
B 53.500843BFOR203024850BFORALPS Barron's 400 ETF1.87%2.76%9.92%21.18%8.18%----
C 83.594735RFDA43778608.3714RFDARiverFront Dynamic US Dividend Advantage ETF2.29%4.38%9.46%15.28%------
C 80.799991WEXP743570WEXPWisdomTree U.S. Export and Multinational Fund1.60%4.09%11.59%18.65%------
C 72.757976ESGS5945937.535ESGSColumbia Sustainable U.S. Equity Income ETF1.44%2.48%8.07%18.61%------
C 69.61063GURU56479276.090011GURUGlobal X Guru Index ETF2.12%4.44%14.48%19.56%2.01%13.89%--
C 67.493445WUSA2146425WUSAWisdomTree U.S. Domestic Economy Fund0.66%0.31%6.02%10.40%------
C 66.851252FLLV5648000FLLVFranklin Liberty U.S. Low Volatility ETF0.07%3.30%9.81%--------
C 62.028369DEF177074900DEFGuggenheim Defensive Equity ETF0.44%2.90%10.69%10.50%6.86%10.51%6.04%
C 61.687438TTFS140662200TTFSAdvisorShares Wilshire Buyback ETF1.52%1.78%5.05%16.44%9.94%16.08%--
C 58.624892CSD198232000CSDGuggenheim S&P Spin-Off ETF3.28%4.52%13.66%19.48%5.23%15.28%5.94%
C 58.581269TOFR3319543.2TOFRStock Split Index Fund3.34%2.86%6.66%9.51%------
C 55.148295TTAC27842500TTACTrimTabs Float Shrink ETF0.74%3.59%10.90%--------
C 54.893981BUZ8866469.1094BUZBUZZ US Sentiment Leaders ETF1.74%7.10%11.76%17.14%------
C 48.696685RYJ196920645.082RYJGuggenheim Raymond James SB-1 Equity ETF2.18%1.75%6.30%18.39%6.74%14.19%8.21%
C 43.696865DWAQ37776800DWAQPowerShares DWA NASDAQ Momentum Portfolio4.10%9.98%21.10%26.09%12.17%15.32%5.61%
C 38.047712VAMO9636128.8418VAMOCambria Value & Momentum ETF3.83%-0.27%-0.43%4.76%------
C 37.755103IPO14331020IPORenaissance IPO ETF3.58%10.55%27.09%30.22%6.45%----
C 36.93302FVL53164767.798FVLFirst Trust Value Line 100 ETF1.78%0.33%1.04%4.99%2.80%12.72%3.27%
D 73.946389ALFA28721000ALFAAlphaClone Alternative Alpha ETF2.70%5.48%16.56%16.51%2.03%9.90%--
D 70.273929WMW20256330WMWElements Morningstar Wide Moat Focus Total Return Index ETN1.71%5.25%14.00%16.13%10.53%15.94%--
D 66.91212TUSA12208061.04TUSAFirst Trust Total US Market AlphaDEX ETF3.03%4.13%10.50%18.52%5.55%12.72%4.60%
D 66.020296ACTX1553349.520494ACTXGlobal X Guru Activist Index ETF1.24%4.21%8.06%14.95%------
D 64.339983CWS12178375CWSAdvisorShares Focused Equity ETF-0.43%1.08%10.03%--------
D 63.429936IBLN13612500IBLNDirexion iBillionaire Index ETF4.73%8.90%20.81%20.17%------
D 57.555231HUSE24128500HUSEUS Market Rotation Strategy ETF0.65%2.44%6.83%10.98%7.48%13.44%--
F 91.193141ESGU5416180ESGUiShares MSCI USA ESG Optimized ETF1.64%4.28%11.56%--------
F 86.505879KRMA40032643.563797KRMAGlobal X Conscious Companies ETF0.85%3.74%11.13%16.41%------
F 58.576172SWIN7004731.0374SWINALPS Dorsey Wright Sector Momentum ETF2.70%6.44%----------
F 29.475242NASH8531198.975341NASHNashville Area ETF-1.40%-0.14%6.26%6.26%3.24%----
N/A 0BVAL1541000BVALBrand Value ETF2.41%------------
N/A 0QMOM35626500QMOMMomentumShares U.S. Quantitative Momentum ETF4.46%2.31%7.32%8.21%------
N/A 0VSMV2531930VSMVVictoryShares U.S. Multi-Factor Minimum Volatility ETF0.77%------------
N/A 0MILN7220994.693534MILNGlobal X Millennials Thematic ETF2.20%6.13%16.14%13.25%------
N/A 0LVHD381215900LVHDLegg Mason Low Volatility High Dividend ETF-1.16%0.25%6.25%6.91%------
N/A 0GVIP34874000GVIPGoldman Sachs Hedge Industry VIP ETF3.72%7.10%18.51%--------
N/A 0ESG11595457.977ESGFlexShares STOXX US ESG Impact Index Fund2.66%4.42%12.05%18.12%------
N/A 0USMF2542881.7112USMFWisdomTree U.S. Multifactor Fund--------------
N/A 0SQZZ631432.5SQZZActive Alts Contrarian ETF1.59%-0.08%----------
N/A 0DWTR81362626.246DWTRPowerShares DWA Tactical Sector Rotation Portfolio3.72%5.50%8.30%2.87%------
N/A 0DHVW17526000DHVWDiamond Hill Valuation-Weighted 500 ETF1.96%4.62%13.23%19.81%------
N/A 0WIL34343074.24WILBarclays Women in Leadership ETN0.79%1.65%5.87%8.19%7.36%----
N/A 0CNTR3077130.771CNTRPowerShares Contrarian Opportunities Portfolio2.52%0.52%2.67%18.62%6.15%----
N/A 0QVM3840000QVMArrow QVM Equity Factor ETF2.19%4.32%6.58%12.35%------
N/A 0ICAN2647000ICANSerenityShares IMPACT ETF1.77%4.10%----------
N/A 0PY7387579.5502PYPrincipal Shareholder Yield Index ETF2.39%1.92%6.30%18.13%------
N/A 0DIVC129720000DIVCC-Tracks ETN - Miller/Howard Strategic Dividend Reinvestor1.11%3.85%5.72%22.50%------
N/A 0OUSA420650054.5193OUSAO'Shares FTSE US Quality Dividend ETF-0.08%2.49%8.82%7.04%------
N/A 0PFV1389000PFVAmplify YieldShares Prime 5 Dividend ETF-1.11%-2.44%3.38%--------
N/A 0RFFC33511230.9294RFFCRiverFront Dynamic US Flex-Cap ETF2.60%5.16%11.78%18.33%------
N/A 0RODI34211260.65RODIBarclays Return on Disability ETN26.68%26.68%26.68%26.68%------
N/A 0LVUS3813045LVUSHartford Multifactor Low Volatility US Equity ETF-1.84%------------
N/A 0UDBI3119168UDBILegg Mason US Diversified Core ETF1.59%4.10%10.72%11.95%------
N/A 0BOSS3271052.777088BOSSGlobal X Founder-Run Companies ETF2.34%5.22%----------
N/A 0ETHO17231500ETHOEtho Climate Leadership U.S. ETF1.90%4.77%13.77%18.42%------
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 07/27/17)

All Funds (100)

100
99.879051
99
98.781305
98
98.459613
98
98.31648
98
98.247507
98
98.233288
98
98.024055
98
97.947828
98
97.888723
98
97.54368
97
97.194269
96
96.341893
96
96.34051
96
95.559012
95
94.963541
93
92.892084
93
92.801259
92
91.791166
91
91.164652
91
90.677061
90
90.314844
90
90.088798
90
90.005303
90
89.896181
89
89.19282
89
88.601678
89
88.583378
89
88.525529
88
87.588045
87
86.671579
87
86.65238
86
86.349268
85
85.216621
85
85.121384
85
85.092133
85
84.774718
84
83.506946
83
83.369203
83
83.108214
82
82.348278
81
81.373305
81
81.088615
79
78.84248
78
77.849843
78
77.507877
77
77.212007
77
77.12265
77
77.090543
77
76.566199
75
74.589147
74
74.291552
74
74.079365
74
73.849668
72
72.068852
72
71.590423
70
70.243592
70
70.115477
70
70.115315
69
68.823469
64
64.101315
59
58.868835
55
55.109459
54
53.72973
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
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 07/20/17

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% -0.24% -0.12% -0.38% 20.00% / 39.60% Low 96.341893
ACTX Global X Guru Activist Index ETF 0.75% -0.33% -0.20% -0.51% 20.00% / 39.60% High 74.589147
BVAL Brand Value ETF 0.65% -- -- -- 20.00% / 39.60% Low 0
MTUM iShares Edge MSCI USA Momentum Factor ETF 0.15% -0.25% -0.16% -0.30% 20.00% / 39.60% Low 98.459613
BUZ BUZZ US Sentiment Leaders ETF 0.75% -- -- -- 20.00% / 39.60% High 74.079365
DTD WisdomTree U.S. Total Dividend Fund 0.28% -0.35% -0.25% -0.60% 20.00% / 39.60% Low 92.892084
QDYN FlexShares Quality Dividend Dynamic Index Fund 0.37% -0.45% -0.28% -0.58% 20.00% / 39.60% Low 88.525529
TTAC TrimTabs Float Shrink ETF 0.59% -- -- -- 20.00% / 39.60% Medium 77.849843
IBLN Direxion iBillionaire Index ETF 0.65% -1.03% -0.37% -1.25% 20.00% / 39.60% High 70.115477
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.25% -0.24% -0.01% -0.56% 20.00% / 39.60% Low 91.164652
VTI Vanguard Total Stock Market ETF 0.04% -0.01% 0.01% -0.03% 20.00% / 39.60% Low 99.879051
ALFA AlphaClone Alternative Alpha ETF 0.95% -0.81% -0.36% -1.27% 20.00% / 39.60% High 70.243592
VSMV VictoryShares U.S. Multi-Factor Minimum Volatility ETF 0.35% -- -- -- 20.00% / 39.60% Low 0
NASH Nashville Area ETF 0.49% 0.69% 1.60% -0.19% 20.00% / 39.60% High 68.823469
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% High 85.092133
QUAL iShares Edge MSCI USA Quality Factor ETF 0.15% -0.20% -0.14% -0.24% 20.00% / 39.60% Low 97.888723
GVIP Goldman Sachs Hedge Industry VIP ETF 0.45% -- -- -- 20.00% / 39.60% Medium 0
IPO Renaissance IPO ETF 0.60% 0.17% 1.12% -0.53% 20.00% / 39.60% High 77.212007
TOFR Stock Split Index Fund 0.55% -0.69% -0.56% -0.91% 20.00% / 39.60% High 77.507877
VUSE Vident Core US Equity Fund 0.55% 0.22% 0.42% -0.08% 20.00% / 39.60% Low 85.121384
BFOR ALPS Barron's 400 ETF 0.65% -0.64% -0.55% -0.78% 20.00% / 39.60% Low 85.216621
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 87.588045
DWTR PowerShares DWA Tactical Sector Rotation Portfolio 0.75% -- -- -- 20.00% / 39.60% Low 0
QUS SPDR MSCI USA StrategicFactors ETF 0.15% -0.07% -0.04% -0.15% 20.00% / 39.60% Medium 92.801259
ESGU iShares MSCI USA ESG Optimized ETF 0.28% -- -- -- 20.00% / 39.60% High 55.109459
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.03% -0.08% -0.04% -0.12% 20.00% / 39.60% Low 100
TTFS AdvisorShares Wilshire Buyback ETF 0.90% -- -- -- 20.00% / 39.60% Low 76.566199
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% -0.61% -0.52% -0.71% 20.00% / 39.60% Low 90.088798
ONEQ Fidelity NASDAQ Composite Tracking Stock 0.21% -0.03% 0.09% -0.33% 20.00% / 39.60% Low 97.54368
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.52% -- -- -- 20.00% / 39.60% Medium 83.108214
EUSA iShares MSCI USA Equal Weighted ETF 0.15% -0.19% -0.08% -0.28% 20.00% / 39.60% Low 98.247507
QVM Arrow QVM Equity Factor ETF 0.65% -- -- -- 20.00% / 39.60% High 0
TUSA First Trust Total US Market AlphaDEX ETF 0.70% -0.90% -0.77% -1.11% 20.00% / 39.60% High 73.849668
SWIN ALPS Dorsey Wright Sector Momentum ETF 0.40% -- -- -- 20.00% / 39.60% High 53.72973
IWV iShares Russell 3000 ETF 0.20% -0.18% -0.15% -0.23% 20.00% / 39.60% Low 98.31648
WMW Elements Morningstar Wide Moat Focus Total Return Index ETN 0.75% -0.97% -0.87% -1.13% 20.00% / 39.60% High 74.291552
CSD Guggenheim S&P Spin-Off ETF 0.65% 1.19% 1.90% -0.67% 20.00% / 39.60% Low 72.068852
OUSA O'Shares FTSE US Quality Dividend ETF 0.48% -- -- -- 20.00% / 39.60% Low 0
RFFC RiverFront Dynamic US Flex-Cap ETF 0.52% -- -- -- 20.00% / 39.60% High 0
EXT WisdomTree U.S. Total Earnings Fund 0.28% -0.55% -0.30% -1.03% 20.00% / 39.60% Medium 89.896181
RODI Barclays Return on Disability ETN 0.45% -0.53% -0.45% -0.61% 20.00% / 39.60% High 0
USMV iShares Edge MSCI Min Vol USA ETF 0.15% -0.18% -0.13% -0.20% 20.00% / 39.60% Low 97.947828
BOSS Global X Founder-Run Companies ETF 0.65% -- -- -- 20.00% / 39.60% Low 0
IYY iShares Dow Jones U.S. ETF 0.20% -0.23% -0.17% -0.31% 20.00% / 39.60% Low 97.194269
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 71.590423
PDP PowerShares DWA Momentum Portfolio 0.64% -0.74% -0.65% -0.84% 20.00% / 39.60% Low 88.583378
ESGS Columbia Sustainable U.S. Equity Income ETF 0.35% -- -- -- 20.00% / 39.60% High 81.088615
WEXP WisdomTree U.S. Export and Multinational Fund 0.33% 0.32% 0.36% 0.20% 20.00% / 39.60% High 83.506946
QMOM MomentumShares U.S. Quantitative Momentum ETF 0.79% -- -- -- 20.00% / 39.60% Medium 0
DGRO iShares Core Dividend Growth ETF 0.08% -0.07% -0.04% -0.15% 20.00% / 39.60% Low 100
PFM PowerShares Dividend Achievers Portfolio 0.55% -0.62% -0.56% -0.67% 20.00% / 39.60% Low 90.005303
KRMA Global X Conscious Companies ETF 0.43% -- -- -- 20.00% / 39.60% High 58.868835
FNDB Schwab Fundamental US Broad Market Index ETF 0.25% -0.34% -0.27% -0.41% 20.00% / 39.60% Low 95.559012
WUSA WisdomTree U.S. Domestic Economy Fund 0.33% 0.12% 0.28% -0.01% 20.00% / 39.60% High 83.369203
KNOW Direxion All Cap Insider Sentiment Shares 0.65% 1.22% 1.49% 1.01% 20.00% / 39.60% Low 84.774718
LVHD Legg Mason Low Volatility High Dividend ETF 0.30% -- -- -- 20.00% / 39.60% Low 0
DGRW WisdomTree US Quality Dividend Growth Fund 0.28% -0.35% -0.18% -0.42% 20.00% / 39.60% Low 94.963541
PKW PowerShares Buyback Achievers Portfolio 0.63% -0.75% -0.62% -0.88% 20.00% / 39.60% Low 88.601678
ESG FlexShares STOXX US ESG Impact Index Fund 0.32% -- -- -- 20.00% / 39.60% High 0
FPX First Trust US Equity Opportunities ETF 0.60% -0.70% -0.60% -0.77% 20.00% / 39.60% Low 86.349268
RYJ Guggenheim Raymond James SB-1 Equity ETF 0.75% -0.81% -0.55% -1.02% 20.00% / 39.60% Low 81.373305
VAMO Cambria Value & Momentum ETF 0.59% -- -- -- 20.00% / 39.60% High 78.84248
SQZZ Active Alts Contrarian ETF 1.95% -- -- -- 20.00% / 39.60% Low 0
LRGF iShares Edge MSCI Multifactor USA ETF 0.20% -0.28% -0.20% -0.43% 20.00% / 39.60% Low 96.34051
DHVW Diamond Hill Valuation-Weighted 500 ETF 0.10% -- -- -- 20.00% / 39.60% High 0
PWC PowerShares Dynamic Market Portfolio 0.60% -0.83% -0.69% -1.00% 20.00% / 39.60% Low 90.677061
CWS AdvisorShares Focused Equity ETF 0.75% -- -- -- 20.00% / 39.60% High 70.115315
FVL First Trust Value Line 100 ETF 0.70% -1.27% -0.84% -1.75% 20.00% / 39.60% Medium 77.090543
SCHB Schwab U.S. Broad Market ETF 0.03% -0.06% 0.01% -0.13% 20.00% / 39.60% Low 100
VIG Vanguard Dividend Appreciation ETF 0.08% -0.08% -0.03% -0.14% 20.00% / 39.60% Low 98.781305
ICAN SerenityShares IMPACT ETF 0.50% -- -- -- 20.00% / 39.60% Low 0
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.12% -0.05% 0.05% -0.12% 20.00% / 39.60% High 91.791166
PY Principal Shareholder Yield Index ETF 0.40% -- -- -- 20.00% / 39.60% High 0
DIVC C-Tracks ETN - Miller/Howard Strategic Dividend Reinvestor 0.70% -0.52% -0.30% -0.68% 20.00% / 39.60% Low 0
QDEF FlexShares Quality Dividend Defensive Index Fund 0.37% -0.74% -0.18% -1.03% 20.00% / 39.60% Low 86.65238
PFV Amplify YieldShares Prime 5 Dividend ETF 0.49% -- -- -- 20.00% / 39.60% High 0
GURU Global X Guru Index ETF 0.75% -0.11% 0.00% -0.38% 20.00% / 39.60% Medium 82.348278
SIZE iShares Edge MSCI USA Size Factor ETF 0.15% -0.17% -0.10% -0.23% 20.00% / 39.60% Low 98.233288
LVUS Hartford Multifactor Low Volatility US Equity ETF 0.29% -- -- -- 20.00% / 39.60% Low 0
MOAT VanEck Vectors Morningstar Wide Moat ETF 0.49% -0.67% -0.56% -0.78% 20.00% / 39.60% Low 89.19282
UDBI Legg Mason US Diversified Core ETF 0.30% -- -- -- 20.00% / 39.60% High 0
DSI iShares MSCI KLD 400 Social ETF 0.50% -0.59% -0.49% -0.69% 20.00% / 39.60% Low 90.314844
QDF FlexShares Quality Dividend Index Fund 0.37% -0.61% -0.33% -0.85% 20.00% / 39.60% Low 86.671579
FLLV Franklin Liberty U.S. Low Volatility ETF 0.50% -- -- -- 20.00% / 39.60% High 77.12265
HUSE US Market Rotation Strategy ETF 1.07% -- -- -- 20.00% / 39.60% High 64.101315
THRK SPDR Russell 3000 ETF 0.10% -0.06% 0.13% -0.16% 20.00% / 39.60% Low 98.024055
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 07/27/17)

All Funds (100)

100
99.7805
100
99.591064
100
99.526747
99
99.212833
99
99.148411
99
99.096081
99
98.876046
99
98.836352
99
98.701726
98
98.456723
98
97.54988
97
97.260239
97
97.146495
97
96.949223
96
96.02019
95
95.120877
95
94.64199
94
94.033643
93
92.924791
91
91.373598
91
91.327494
86
85.511443
85
84.693371
81
80.618422
80
80.229927
78
78.424412
77
76.757668
76
75.765504
75
75.143629
75
74.962221
74
74.415266
73
73.275736
72
72.310688
71
70.854939
70
69.718887
69
68.670486
68
67.537735
67
66.93208
67
66.861351
67
66.851106
66
66.302469
66
66.217873
65
65.425326
65
65.061433
65
64.916639
65
64.808259
64
63.870821
64
63.535642
63
63.183087
62
62.454262
62
62.172169
60
60.493085
60
59.754825
60
59.551978
57
56.90187
56
56.332873
55
55.007157
55
54.89176
53
53.449512
50
50.461739
50
49.676482
47
47.108429
44
43.512358
38
38.136569
33
33.3991
27
27.322248
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
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 07/20/17

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 $412.34 K 0.05% 0.15 100.00% 0.00% 0.07% None 80.229927
ESGS Columbia Sustainable U.S. Equity Income ETF $11.7 K 0.20% 0.00 100.00% 0.01% 0.03% None 63.870821
ACTX Global X Guru Activist Index ETF $9.99 K 0.48% 0.00 100.00% 0.02% 0.06% None 55.007157
BVAL Brand Value ETF $16.13 K 0.40% 0.02 -- -- 0.03% None 0
MTUM iShares Edge MSCI USA Momentum Factor ETF $21.38 M 0.03% 4.75 100.00% 0.02% 0.01% None 99.212833
VTI Vanguard Total Stock Market ETF $222.5 M 0.01% 17.91 100.00% 0.01% 0.00% None 99.7805
KRMA Global X Conscious Companies ETF $64.93 K 0.25% 0.07 100.00% 0.01% 0.08% None 63.183087
ALFA AlphaClone Alternative Alpha ETF $77.26 K 0.21% 0.04 100.00% 0.16% 0.01% None 64.916639
VSMV VictoryShares U.S. Multi-Factor Minimum Volatility ETF $13.81 K 0.23% 0.01 -- -- 0.02% None 0
FNDB Schwab Fundamental US Broad Market Index ETF $572.18 K 0.17% 0.34 100.00% 0.00% 0.06% None 80.618422
NASH Nashville Area ETF $0 0.87% 0.00 100.00% 1.28% 0.04% None 27.322248
RYJ Guggenheim Raymond James SB-1 Equity ETF $212.54 K 0.34% 0.11 99.00% 0.18% 0.05% None 62.454262
VUSE Vident Core US Equity Fund $412.21 K 0.27% 0.14 99.00% 0.05% 0.02% None 72.310688
ESG FlexShares STOXX US ESG Impact Index Fund $34.38 K 0.14% 0.02 100.00% 0.01% 0.02% None 0
BFOR ALPS Barron's 400 ETF $231.8 K 0.22% 0.12 100.00% 0.05% 0.03% None 69.718887
USMF WisdomTree U.S. Multifactor Fund $40.27 K 0.26% 0.03 -- -- 0.03% None 0
FPX First Trust US Equity Opportunities ETF $2.97 M 0.06% 1.00 98.00% 0.09% 0.02% None 97.146495
NFO Guggenheim Insider Sentiment ETF $68.65 K 0.15% 0.02 100.00% 0.07% 0.02% None 66.302469
SCHB Schwab U.S. Broad Market ETF $20.35 M 0.03% 6.91 100.00% 0.00% 0.05% None 98.701726
WIL Barclays Women in Leadership ETN $10.12 K 0.41% 0.00 -- -- 0% None 0
CWS AdvisorShares Focused Equity ETF $36.0 K 0.44% 0.05 100.00% 0.06% 0.07% None 56.332873
CNTR PowerShares Contrarian Opportunities Portfolio $0 0.24% 0.00 100.00% 0.16% 0.03% None 0
SUSA iShares MSCI USA ESG Select ETF $1.54 M 0.16% 0.30 100.00% 0.04% 0.01% None 91.327494
FVL First Trust Value Line 100 ETF $80.83 K 0.22% 0.08 100.00% 0.12% 0.05% None 63.535642
ONEQ Fidelity NASDAQ Composite Tracking Stock $6.76 M 0.15% 0.28 99.00% 0.07% 0.01% None 91.373598
SIZE iShares Edge MSCI USA Size Factor ETF $305.93 K 0.15% 0.07 100.00% 0.01% 0.04% None 73.275736
WMW Elements Morningstar Wide Moat Focus Total Return Index ETN $29.03 K 2.06% 0.00 100.00% -- 0% Potential 33.3991
PFV Amplify YieldShares Prime 5 Dividend ETF $3.21 K 1.04% 0.00 100.00% 2.31% 0.04% None 0
CSD Guggenheim S&P Spin-Off ETF $258.8 K 0.16% 0.11 99.00% 0.12% 0.02% None 70.854939
GURU Global X Guru Index ETF $152.27 K 0.25% 0.11 100.00% 0.03% 0.02% None 66.861351
OUSA O'Shares FTSE US Quality Dividend ETF $1.38 M 0.09% 0.93 100.00% 0.01% 0.03% None 0
THRK SPDR Russell 3000 ETF $626.98 K 0.36% 0.07 100.00% 0.01% 0.03% None 75.765504
ETHO Etho Climate Leadership U.S. ETF $62.5 K 0.45% 0.04 100.00% 0.01% 0.05% None 0
FLLV Franklin Liberty U.S. Low Volatility ETF $0 0.25% 0.00 100.00% 0.04% 0.02% None 62.172169
DEF Guggenheim Defensive Equity ETF $323.24 K 0.11% 0.15 100.00% 0.02% 0.02% None 75.143629
HUSE US Market Rotation Strategy ETF $131.14 K 0.29% 0.14 100.00% 0.14% 0.03% None 59.551978
PDP PowerShares DWA Momentum Portfolio $2.75 M 0.06% 1.16 100.00% 0.06% 0.02% None 97.54988
TILT FlexShares Morningstar US Market Factor Tilt Index Fund $1.06 M 0.11% 0.21 100.00% 0.01% 0.03% None 92.924791
QMOM MomentumShares U.S. Quantitative Momentum ETF $25.42 K 0.18% 0.02 100.00% 0.06% 0.02% None 0
TTAC TrimTabs Float Shrink ETF $105.71 K 0.17% 0.14 100.00% 0.02% 0.07% None 67.537735
DGRO iShares Core Dividend Growth ETF $9.71 M 0.04% 6.13 100.00% 0.00% 0.05% None 98.456723
IBLN Direxion iBillionaire Index ETF $35.15 K 0.20% 0.02 100.00% 0.01% 0.02% None 65.061433
PFM PowerShares Dividend Achievers Portfolio $384.7 K 0.14% 0.32 100.00% 0.00% 0.04% None 78.424412
TOFR Stock Split Index Fund $3.8 K 0.36% 0.00 100.00% 0.45% 0.04% None 53.449512
LVHD Legg Mason Low Volatility High Dividend ETF $704.37 K 0.14% 0.47 100.00% 0.02% 0.02% None 0
GVIP Goldman Sachs Hedge Industry VIP ETF $278.95 K 0.18% 0.12 100.00% 0.02% 0.01% None 0
DGRW WisdomTree US Quality Dividend Growth Fund $4.08 M 0.04% 2.21 100.00% 0.01% 0.03% None 98.876046
IPO Renaissance IPO ETF $103.26 K 0.35% 0.08 100.00% 0.22% 0.04% None 59.754825
PKW PowerShares Buyback Achievers Portfolio $2.75 M 0.04% 1.03 100.00% 0.02% 0.02% None 98.836352
TTFS AdvisorShares Wilshire Buyback ETF $359.92 K 0.17% 0.22 100.00% 0.04% 0.03% None 74.415266
ESGU iShares MSCI USA ESG Optimized ETF $16.21 K 0.16% 0.00 100.00% 0.00% 0.03% None 65.425326
DHVW Diamond Hill Valuation-Weighted 500 ETF $151.39 K 0.09% 0.11 100.00% 0.00% 0.03% None 0
ITOT iShares Core S&P Total U.S. Stock Market ETF $27.15 M 0.04% 9.72 100.00% 0.00% 0.11% None 97.260239
PWC PowerShares Dynamic Market Portfolio $123.98 K 0.14% 0.03 100.00% 0.14% 0.01% None 66.93208
TUSA First Trust Total US Market AlphaDEX ETF $19.26 K 0.70% 0.01 100.00% 0.00% 0.03% None 49.676482
PY Principal Shareholder Yield Index ETF $0 0.39% 0.00 100.00% 0.02% 0.03% None 0
SWIN ALPS Dorsey Wright Sector Momentum ETF $27.99 K 0.34% 0.02 100.00% 0.03% 0.04% None 60.493085
DIVC C-Tracks ETN - Miller/Howard Strategic Dividend Reinvestor $0 0.32% 0 -- -- 0.10% Potential 0
IWV iShares Russell 3000 ETF $16.79 M 0.02% 2.33 100.00% 0.01% 0.04% None 99.096081
QDEF FlexShares Quality Dividend Defensive Index Fund $298.7 K 0.13% 0.15 99.00% 0.03% 0.04% None 74.962221
QDF FlexShares Quality Dividend Index Fund $2.34 M 0.10% 1.13 100.00% 0.03% 0.04% None 96.02019
USMV iShares Edge MSCI Min Vol USA ETF $60.59 M 0.02% 12.28 100.00% 0.03% 0.01% None 99.526747
UDBI Legg Mason US Diversified Core ETF $0 0.19% 0 100.00% 0.01% 0.05% None 0
BOSS Global X Founder-Run Companies ETF $9.71 K 0.84% 0.01 100.00% 0.02% 0.09% None 0
DSI iShares MSCI KLD 400 Social ETF $2.04 M 0.11% 0.45 100.00% 0.01% 0.02% None 94.033643
IYY iShares Dow Jones U.S. ETF $1.53 M 0.05% 0.25 100.00% 0.01% 0.05% None 94.64199
QDYN FlexShares Quality Dividend Dynamic Index Fund $68.53 K 0.15% 0.03 99.00% 0.02% 0.04% None 66.851106
BUZ BUZZ US Sentiment Leaders ETF $17.57 K 0.18% 0.01 100.00% 0.01% 0.03% None 64.808259
WEXP WisdomTree U.S. Export and Multinational Fund $0 0.88% 0.00 100.00% 0.01% 0.09% None 43.512358
DTD WisdomTree U.S. Total Dividend Fund $703.04 K 0.13% 0.17 100.00% 0.01% 0.06% None 84.693371
QUAL iShares Edge MSCI USA Quality Factor ETF $9.05 M 0.03% 2.43 100.00% 0.02% 0.01% None 99.148411
MILN Global X Millennials Thematic ETF $98.53 K 0.29% 0.11 100.00% 0.01% 0.08% None 0
WUSA WisdomTree U.S. Domestic Economy Fund $0 1.65% 0 100.00% 0.00% 0.09% None 38.136569
DWAQ PowerShares DWA NASDAQ Momentum Portfolio $56.99 K 0.34% 0.01 98.00% 0.33% 0.01% None 56.90187
KNOW Direxion All Cap Insider Sentiment Shares $737.06 K 0.12% 0.37 100.00% 0.11% 0.02% None 85.511443
QUS SPDR MSCI USA StrategicFactors ETF $116.95 K 0.22% 0.03 100.00% 0.01% 0.04% None 66.217873
VAMO Cambria Value & Momentum ETF $36.06 K 0.69% 0.03 98.00% 0.18% 0.06% None 47.108429
SQZZ Active Alts Contrarian ETF $3.13 K 0.77% 0.00 100.00% 0.11% 0.04% None 0
DWTR PowerShares DWA Tactical Sector Rotation Portfolio $287.12 K 0.31% 0.22 100.00% 101.50% 0.04% None 0
LRGF iShares Edge MSCI Multifactor USA ETF $1.58 M 0.15% 1.09 100.00% 0.01% 0.03% None 95.120877
QVM Arrow QVM Equity Factor ETF $0 0.29% 0 100.00% 0.13% 0.04% None 0
VIG Vanguard Dividend Appreciation ETF $44.89 M 0.01% 19.23 100.00% 0.02% 0.01% None 99.591064
RFDA RiverFront Dynamic US Dividend Advantage ETF $248.14 K 0.25% 0.17 100.00% 0.02% 0.03% None 68.670486
ICAN SerenityShares IMPACT ETF $23.81 K 0.44% 0.02 -- -- 0.04% None 0
EUSA iShares MSCI USA Equal Weighted ETF $341.61 K 0.06% 0.13 100.00% 0.00% 0.06% None 76.757668
MMTM SPDR S&P 1500 Momentum Tilt ETF $43.43 K 0.48% 0.00 100.00% 0.01% 0.06% None 54.89176
RODI Barclays Return on Disability ETN $0 7.47% 0 -- -- 0% None 0
RFFC RiverFront Dynamic US Flex-Cap ETF $212.23 K 0.25% 0.14 100.00% 0.02% 0.03% None 0
LVUS Hartford Multifactor Low Volatility US Equity ETF $0 0.22% 0 100.00% -- 0.06% None 0
EXT WisdomTree U.S. Total Earnings Fund $89.25 K 0.60% 0.01 100.00% 0.01% 0.07% None 50.461739
MOAT VanEck Vectors Morningstar Wide Moat ETF $4.21 M 0.08% 2.09 100.00% 0.03% 0.02% None 96.949223
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
ETHO
5
4
3
2
1
PDP
5
4
3
2
1
PFM
5
4
3
2
1
DGRO
5
4
3
2
1
PKW
5
4
3
2
1
DGRW
5
4
3
2
1
LVHD
5
4
3
2
1
PWC
5
4
3
2
1
DHVW
5
4
3
2
1
QDEF
5
4
3
2
1
QDF
5
4
3
2
1
DSI
5
4
3
2
1
QDYN
5
4
3
2
1
DTD
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
KRMA
5
4
3
2
1
FNDB
5
4
3
2
1
ESG
5
4
3
2
1
FPX
5
4
3
2
1
SCHB
5
4
3
2
1
SIZE
5
4
3
2
1
GURU
5
4
3
2
1
THRK
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
ACTX
5
4
3
2
1
ALFA
5
4
3
2
1
NFO
5
4
3
2
1
CNTR
5
4
3
2
1
QMOM
5
4
3
2
1
PY
5
4
3
2
1
UDBI
5
4
3
2
1
BUZ
5
4
3
2
1
DWAQ
5
4
3
2
1
QVM
5
4
3
2
1
ESGS
5
4
3
2
1
RYJ
5
4
3
2
1
CWS
5
4
3
2
1
FVL
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
TOFR
5
4
3
2
1
NASH
5
4
3
2
1
DWTR
5
4
3
2
1
PFV
5
4
3
2
1
WMW
5
4
3
2
1
DIVC
5
4
3
2
1
BVAL
5
4
3
2
1
VSMV
5
4
3
2
1
USMF
5
4
3
2
1
WIL
5
4
3
2
1
RODI
5
4
3
2
1
ICAN
5
4
3
2
1
LVUS
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 07/27/17)

All Funds (100)

99
99.382637
99
99.371815
99
99.368001
99
99.294416
99
99.29421
99
99.235482
97
97.313039
91
91.193141
89
89.173153
89
88.972185
87
86.709821
87
86.505879
86
86.205857
85
85.075313
85
85.053088
84
83.763524
84
83.594735
81
81.285835
81
80.845434
81
80.799991
81
80.722667
80
80.472095
80
79.563686
78
78.415313
76
76.478779
76
76.422769
76
75.92607
74
73.946389
74
73.579305
73
72.757976
71
71.169652
71
70.537483
70
70.273929
70
70.131201
70
69.735553
70
69.61063
67
67.493445
67
66.91212
67
66.851252
66
66.020296
66
65.749395
65
64.678801
64
64.339983
63
63.429936
63
63.005036
62
62.345508
62
62.028369
62
61.687438
61
61.129395
60
60.08846
60
59.892507
59
58.624892
59
58.581269
59
58.576172
58
57.555231
57
56.915927
55
55.148295
55
54.893981
54
53.500843
49
48.977236
49
48.696685
44
43.696865
38
38.047712
38
37.755103
37
36.93302
29
29.475242
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
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 07/20/17

Equity: U.S. - Total Market