Investment Visual

ETFs

S&P 500, Dow and total market

Ticker	Name						Close
		Annual return			Past 10 years
VOOVanguard S&P 500 ETF	Vanguard S&P 500 ETF	+12.1%	+11.7%	+15.2%	−34.0%	0.03%	$696.00
SPYState Street SPDR S&P 500 ETF Trust	State Street SPDR S&P 500 ETF Trust	+12.0%	+11.6%	+15.1%	−33.7%	0.0945%	$757.12
VTIVanguard Morningstar Total Stock Market ETF	Vanguard Morningstar Total Stock Market ETF	+12.2%	+10.6%	+14.6%	−35.0%	0.03%	$372.62
IVViShares Core S&P 500 ETF	iShares Core S&P 500 ETF	+12.1%	+11.7%	+15.2%	−33.9%	0.03%	$760.78
RSPInvesco S&P 500 Equal Weight ETF	Invesco S&P 500 Equal Weight ETF	+17.9%	+8.2%	+12.1%	−39.0%	0.2%	$220.72
SCHBSchwab U.S. Broad Market ETF	Schwab U.S. Broad Market ETF	+12.0%	+10.6%	+14.6%	−35.3%	0.03%	$29.12
DIAState Street SPDR Dow Jones Industrial Average ETF Trust	State Street SPDR Dow Jones Industrial Average ETF Trust	+9.8%	+9.5%	+12.9%	−36.7%	0.16%	$522.47
SPYMState Street SPDR Portfolio S&P 500 ETF	State Street SPDR Portfolio S&P 500 ETF	+12.1%	+11.7%	+15.2%	−33.9%	0.02%	$89.13
ITOTiShares Core S&P Total U.S. Stock Market ETF	iShares Core S&P Total U.S. Stock Market ETF	+12.0%	+10.5%	+14.6%	−35.0%	0.03%	$165.17
AVUSAvantis US Equity ETF	Avantis US Equity ETF	+16.5%	+11.2%	—	—	0.15%	$127.99
DFACDFA U.S. Core Equity 2 Portfolio-ETF Class Shares	DFA U.S. Core Equity 2 Portfolio-ETF Class Shares	+15.2%	+10.4%	—	—	0.17%	$44.85

Nasdaq-100 and tech

Ticker	Name						Close
		Annual return			Past 10 years
QQQInvesco QQQ Trust	Invesco QQQ Trust	+11.3%	+12.4%	+20.3%	−35.1%	0.18%	$688.17
SMHVanEck Semiconductor ETF	VanEck Semiconductor ETF	+41.6%	+28.0%	+32.0%	−45.3%	0.35%	$501.73
QQQMInvesco NASDAQ 100 ETF	Invesco NASDAQ 100 ETF	+11.4%	+12.5%	—	—	0.15%	$283.39
VGTVanguard Information Technology ETF	Vanguard Information Technology ETF	+17.4%	+15.8%	+23.6%	−35.1%	0.09%	$113.09
SOXXiShares Semiconductor ETF	iShares Semiconductor ETF	+55.7%	+22.6%	+29.8%	−45.8%	0.34%	$154.99
XLKState Street Technology Select Sector SPDR ETF	State Street Technology Select Sector SPDR ETF	+18.8%	+16.6%	+23.5%	−33.6%	0.08%	$173.77
QTUMDefiance Quantum ETF	Defiance Quantum ETF	+20.9%	+19.7%	—	—	0.4%	$132.49
FTECFidelity MSCI Information Technology Index ETF	Fidelity MSCI Information Technology Index ETF	+17.5%	+16.0%	+23.3%	−35.0%	0.08%	$269.86
CIBRFirst Trust NASDAQ Cybersecurity ETF	First Trust NASDAQ Cybersecurity ETF	+27.5%	+11.9%	+17.6%	−33.9%	0.58%	$96.46
BOTZGlobal X Robotics & Artificial Intelligence ETF	Global X Robotics & Artificial Intelligence ETF	−12.8%	−3.7%	+8.0%	−55.5%	0.68%	$31.42

International

Ticker	Name						Close
		Annual return			Past 10 years
VTVanguard Total World Stock ETF	Vanguard Total World Stock ETF	+11.9%	+9.6%	+12.4%	−34.2%	0.06%	$155.75
VXUSVanguard Total International Stock ETF	Vanguard Total International Stock ETF	+11.8%	+7.8%	+9.4%	−36.0%	0.05%	$82.66
VEAVanguard FTSE Developed Markets ETF	Vanguard FTSE Developed Markets ETF	+14.7%	+9.0%	+10.0%	−35.7%	0.03%	$69.43
VYMIVanguard International High Dividend Yield ETF	Vanguard International High Dividend Yield ETF	+20.1%	+13.3%	+10.9%	−40.0%	0.07%	$102.00
VWOVanguard FTSE Emerging Markets ETF	Vanguard FTSE Emerging Markets ETF	+4.3%	+4.7%	+7.8%	−36.4%	0.06%	$56.43
EFAiShares MSCI EAFE ETF	iShares MSCI EAFE ETF	+11.4%	+8.4%	+9.4%	−34.2%	0.32%	$104.01
IEMGiShares Core MSCI Emerging Markets ETF	iShares Core MSCI Emerging Markets ETF	+11.4%	+6.2%	+8.8%	−38.7%	0.09%	$74.45
VGKVanguard FTSE Europe ETF	Vanguard FTSE Europe ETF	+11.4%	+8.5%	+10.2%	−37.2%	0.06%	$88.91
IEFAiShares Core MSCI EAFE ETF	iShares Core MSCI EAFE ETF	+11.5%	+8.1%	+9.4%	−34.8%	0.07%	$96.76

Dividends

Ticker	Name						Close
		Annual return			Past 10 years
SCHDSchwab U.S. Dividend Equity ETF	Schwab U.S. Dividend Equity ETF	+36.8%	+10.2%	+13.6%	−33.4%	0.06%	$35.93
VIGVanguard Dividend Appreciation ETF	Vanguard Dividend Appreciation ETF	+16.3%	+10.5%	+13.8%	−31.7%	0.04%	$251.80
VYMVanguard High Dividend Yield ETF	Vanguard High Dividend Yield ETF	+18.4%	+11.5%	+11.9%	−35.2%	0.04%	$165.11
DGROiShares Core Dividend Growth ETF	iShares Core Dividend Growth ETF	+20.8%	+11.1%	+13.9%	−35.1%	0.08%	$81.85
FDVVFidelity High Dividend ETF	Fidelity High Dividend ETF	+13.4%	+13.1%	+13.5%	−40.3%	0.15%	$62.36
NOBLProShares S&P 500 Dividend Aristocrats ETF	ProShares S&P 500 Dividend Aristocrats ETF	+19.5%	+6.9%	+10.9%	−35.4%	0.35%	$60.56

Option income

Ticker	Name						Close
		Annual return			Past 10 years
QQQINEOS NASDAQ-100(R) High Income ETF	NEOS NASDAQ-100(R) High Income ETF	+8.1%	—	—	—	0.68%	$51.64
JEPQJPMorgan Nasdaq Equity Premium Income ETF	JPMorgan Nasdaq Equity Premium Income ETF	+7.7%	—	—	—	0.35%	$56.78
JEPIJPMorgan Equity Premium Income ETF	JPMorgan Equity Premium Income ETF	+9.7%	+7.6%	—	—	0.35%	$58.04
SPYINeos S&P 500(R) High Income ETF	Neos S&P 500(R) High Income ETF	+11.9%	—	—	—	0.68%	$52.64
GPIQGoldman Sachs Nasdaq-100 Premium Income ETF	Goldman Sachs Nasdaq-100 Premium Income ETF	+11.9%	—	—	—	0.29%	$53.62
DIVOAmplify CWP Enhanced Dividend Income ETF	Amplify CWP Enhanced Dividend Income ETF	+10.6%	+10.5%	—	—	0.56%	$47.31
GPIXGoldman Sachs S&P 500 Premium Income ETF	Goldman Sachs S&P 500 Premium Income ETF	+12.3%	—	—	—	0.29%	$54.82

Growth and value

Ticker	Name						Close
		Annual return			Past 10 years
VUGVanguard Morningstar Growth ETF	Vanguard Morningstar Growth ETF	+3.8%	+10.4%	+17.6%	−35.6%	0.03%	$85.01
SPMOInvesco S&P 500 Momentum ETF	Invesco S&P 500 Momentum ETF	+12.7%	+16.8%	+19.1%	−30.9%	0.13%	$134.43
SCHGSchwab U.S. Large-Cap Growth ETF	Schwab U.S. Large-Cap Growth ETF	+4.4%	+11.4%	+18.3%	−34.6%	0.04%	$34.32
VOOGVanguard S&P 500 Growth ETF	Vanguard S&P 500 Growth ETF	+8.7%	+11.0%	+17.4%	−32.7%	0.07%	$80.43
VTVVanguard Morningstar Value ETF	Vanguard Morningstar Value ETF	+23.4%	+12.1%	+12.7%	−36.8%	0.03%	$229.04
SCHVSchwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	+20.8%	+10.1%	+11.4%	−37.1%	0.04%	$34.81
AVLVAvantis US Large Cap Value ETF	Avantis US Large Cap Value ETF	+29.5%	+13.5%	—	—	0.15%	$94.35

Factors

Ticker	Name						Close
		Annual return			Past 10 years
QUALiShares MSCI USA Quality Factor ETF	iShares MSCI USA Quality Factor ETF	+14.8%	+10.3%	+14.4%	−34.1%	0.15%	$56.05
MTUMiShares MSCI USA Momentum Factor ETF	iShares MSCI USA Momentum Factor ETF	+11.0%	+9.1%	+15.3%	−34.1%	0.15%	$69.36
USMViShares MSCI USA Min Vol Factor ETF	iShares MSCI USA Min Vol Factor ETF	+11.6%	+7.6%	+10.9%	−33.1%	0.15%	$104.02
SPLVInvesco S&P 500 Low Volatility ETF	Invesco S&P 500 Low Volatility ETF	+10.4%	+6.2%	+9.2%	−36.3%	0.25%	$78.02

Small and mid caps

Ticker	Name						Close
		Annual return			Past 10 years
IWMiShares Russell 2000 ETF	iShares Russell 2000 ETF	+15.4%	+4.3%	+9.5%	−41.1%	0.19%	$278.44
VBVanguard Morningstar Small-Cap ETF	Vanguard Morningstar Small-Cap ETF	+15.4%	+5.7%	+10.7%	−42.0%	0.03%	$291.58
VOVanguard Morningstar Mid-Cap ETF	Vanguard Morningstar Mid-Cap ETF	+13.7%	+6.4%	+11.6%	−39.4%	0.03%	$81.83
AVUVAvantis US Small Cap Value ETF	Avantis US Small Cap Value ETF	+24.4%	+9.7%	—	—	0.25%	$121.82
IJHiShares Core S&P Mid-Cap ETF	iShares Core S&P Mid-Cap ETF	+14.1%	+6.5%	+10.6%	−42.2%	0.05%	$73.85
VBRVanguard Morningstar Small-Cap Value ETF	Vanguard Morningstar Small-Cap Value ETF	+19.9%	+8.1%	+10.3%	−45.3%	0.05%	$245.86
VXFVanguard Extended Market ETF	Vanguard Extended Market ETF	+11.1%	+4.3%	+11.1%	−41.7%	0.05%	$230.85
DFSVDFA U.S. Small Cap Value Portfolio – ETF Class Shares	DFA U.S. Small Cap Value Portfolio – ETF Class Shares	+24.7%	—	—	—	0.3%	$39.08

Bonds and cash

Ticker	Name						Close
		Annual return			Past 10 years
SGOViShares 0-3 Month Treasury Bond ETF	iShares 0-3 Month Treasury Bond ETF	+3.4%	+3.8%	—	—	0.09%	$100.53
BNDVanguard Total Bond Market ETF	Vanguard Total Bond Market ETF	−1.2%	−0.3%	+1.5%	−18.6%	0.03%	$70.65
AGGiShares Core U.S. Aggregate Bond ETF	iShares Core U.S. Aggregate Bond ETF	−1.3%	−0.3%	+1.5%	−18.4%	0.03%	$95.22
BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	+3.7%	+3.8%	+2.3%	−0.2%	0.14%	$91.50
TLTiShares 20+ Year Treasury Bond ETF	iShares 20+ Year Treasury Bond ETF	−7.4%	−8.3%	−1.4%	−48.4%	0.15%	$79.72
VTEBVanguard Tax-Exempt Bond ETF	Vanguard Tax-Exempt Bond ETF	+0.1%	+0.6%	+2.1%	−17.0%	0.03%	$48.79
SHYiShares 1-3 Year Treasury Bond ETF	iShares 1-3 Year Treasury Bond ETF	+1.5%	+1.9%	+1.7%	−5.7%	0.15%	$81.14
BNDXVanguard Total International Bond ETF	Vanguard Total International Bond ETF	−0.4%	+0.2%	+1.7%	−16.2%	0.07%	$47.31
JPSTJPMorgan Ultra-Short Income ETF	JPMorgan Ultra-Short Income ETF	+3.4%	+3.9%	—	—	0.18%	$50.25
IEFiShares 7-10 Year Treasury Bond ETF	iShares 7-10 Year Treasury Bond ETF	−3.1%	−1.7%	+0.7%	−23.9%	0.15%	$90.21

Gold and commodities

Ticker	Name						Close
		Annual return			Past 10 years
GLDSPDR Gold Shares	SPDR Gold Shares	−8.1%	+15.3%	+11.7%	−28.4%	0.4%	$354.89
SLViShares Silver Trust	iShares Silver Trust	−6.6%	+14.0%	+10.6%	−57.8%	0.5%	$45.12
GDXVanEck Gold Miners ETF	VanEck Gold Miners ETF	+4.0%	+20.3%	+15.7%	−49.8%	0.51%	$81.84
GLDMSPDR Gold MiniShares	SPDR Gold MiniShares	−7.8%	+15.6%	—	—	0.1%	$76.60
IAUiShares Gold Trust	iShares Gold Trust	−7.9%	+15.4%	+11.9%	−28.3%	0.25%	$72.79
DBCInvesco DB Commodity Index Tracking Fund	Invesco DB Commodity Index Tracking Fund	+38.7%	+10.7%	+9.8%	−41.7%	0.89%	$30.91

Bitcoin

Ticker	Name						Close
		Annual return			Past 10 years
IBITiShares Bitcoin Trust ETF	iShares Bitcoin Trust ETF	−29.9%	—	—	—	0.25%	$40.36
FBTCFidelity Wise Origin Bitcoin Fund	Fidelity Wise Origin Bitcoin Fund	−29.9%	—	—	—	0.25%	$62.03
GBTCGrayscale Bitcoin Trust ETF	Grayscale Bitcoin Trust ETF	−30.8%	+3.4%	+49.3%	−89.9%	1.5%	$55.01

Sectors and real estate

Ticker	Name						Close
		Annual return			Past 10 years
XLEState Street Energy Select Sector SPDR ETF	State Street Energy Select Sector SPDR ETF	+46.6%	+21.7%	+10.8%	−66.8%	0.08%	$64.33
ITAiShares U.S. Aerospace & Defense ETF	iShares U.S. Aerospace & Defense ETF	+2.9%	+15.9%	+12.9%	−51.0%	0.38%	$71.73
XLFState Street Financial Select Sector SPDR ETF	State Street Financial Select Sector SPDR ETF	+10.2%	+9.6%	+12.4%	−42.9%	0.08%	$58.21
VNQVanguard Real Estate ETF	Vanguard Real Estate ETF	+10.6%	+1.3%	+6.2%	−42.4%	0.13%	$96.44
XBIState Street SPDR S&P Biotech ETF	State Street SPDR S&P Biotech ETF	+33.1%	+3.8%	+8.8%	−63.9%	0.35%	$151.20
XLVState Street Health Care Select Sector SPDR ETF	State Street Health Care Select Sector SPDR ETF	+25.0%	+8.8%	+12.2%	−28.4%	0.08%	$187.83
XLPState Street Consumer Staples Select Sector SPDR ETF	State Street Consumer Staples Select Sector SPDR ETF	+21.0%	+7.4%	+9.0%	−24.5%	0.08%	$91.06
PPAInvesco Aerospace & Defense ETF	Invesco Aerospace & Defense ETF	+3.9%	+17.3%	+15.3%	−43.9%	0.58%	$159.53

Leveraged and inverse

Ticker	Name						Close
		Annual return			Past 10 years
SOXLDirexion Daily Semiconductor Bull 3X Shares	Direxion Daily Semiconductor Bull 3X Shares	+50.0%	+1.3%	+36.6%	−90.5%	0.75%	$65.53
TQQQProShares UltraPro QQQ	ProShares UltraPro QQQ	+8.2%	+8.8%	+38.3%	−81.7%	0.84%	$59.88
SQQQProShares UltraPro Short QQQ	ProShares UltraPro Short QQQ	−36.2%	−41.9%	−54.5%	−99.9%	0.95%	$40.93
SSOProShares Ultra S&P500	ProShares Ultra S&P500	+16.5%	+14.5%	+23.2%	−59.3%	0.89%	$67.61
QLDProShares Ultra QQQ	ProShares Ultra QQQ	+12.1%	+13.3%	+32.0%	−63.7%	0.95%	$81.30
UPROProShares UltraPro S&P500	ProShares UltraPro S&P500	+19.8%	+14.9%	+28.3%	−76.8%	0.91%	$140.23
SPXLDirexion Daily S&P500 Bull 3X Shares	Direxion Daily S&P500 Bull 3X Shares	+20.3%	+15.3%	+28.5%	−76.9%	0.87%	$268.38