BEST usd etfs Watchlist

Asset Allocation

Position	Category/Sector	Target Weight
COWZ Pacer US Cash Cows 100 ETF	Mid Cap Value Equities, Dividend	9.09%
IJH iShares Core S&P Mid-Cap ETF	Mid Cap Blend Equities	9.09%
ITB iShares U.S. Home Construction ETF	Building & Construction	9.09%
IVV iShares Core S&P 500 ETF	S&P 500	9.09%
MGK Vanguard Mega Cap Growth ETF	Large Cap Growth Equities	9.09%
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares	Nasdaq-100	9.09%
QQQM Invesco NASDAQ 100 ETF	Nasdaq-100	9.09%
RSP Invesco S&P 500 Equal Weight ETF	S&P 500	9.09%
SCHD Schwab U.S. Dividend Equity ETF	Dividend	9.09%
SPYM State Street SPDR Portfolio S&P 500 ETF	S&P 500	9.09%
VCSH Vanguard Short-Term Corporate Bond ETF	Corporate Bonds	9.09%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BEST usd etfs Watchlist, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

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The earliest data available for this chart is Oct 13, 2020, corresponding to the inception date of QQQM

Returns By Period

	1D	1M	YTD	6M	1Y	3Y*	5Y*	10Y*
Benchmark S&P 500 Index	0.80%	4.83%	2.59%	5.27%	30.14%	19.29%	10.91%	12.94%
Portfolio BEST usd etfs Watchlist	0.39%	3.46%	3.86%	5.74%	26.30%	16.61%	9.76%	—
Portfolio components:
COWZ Pacer US Cash Cows 100 ETF	0.35%	-0.53%	3.75%	10.98%	26.68%	11.32%	10.17%	—
IJH iShares Core S&P Mid-Cap ETF	-0.29%	6.17%	8.37%	10.35%	31.58%	14.47%	7.16%	10.98%
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares	0.99%	3.59%	2.34%	2.98%	25.47%	14.39%	6.78%	13.92%
SCHD Schwab U.S. Dividend Equity ETF	-0.20%	0.13%	12.68%	16.60%	25.19%	11.80%	7.87%	12.28%
SPYM State Street SPDR Portfolio S&P 500 ETF	0.78%	4.92%	2.95%	5.86%	31.81%	20.90%	12.50%	14.87%
RSP Invesco S&P 500 Equal Weight ETF	0.04%	2.88%	4.71%	6.64%	24.16%	13.21%	8.06%	11.56%
IVV iShares Core S&P 500 ETF	0.79%	4.93%	2.94%	5.88%	31.79%	20.92%	12.49%	14.82%
VCSH Vanguard Short-Term Corporate Bond ETF	-0.01%	0.64%	0.67%	1.51%	5.91%	5.46%	2.44%	2.74%
ITB iShares U.S. Home Construction ETF	-1.74%	-0.17%	-2.26%	-8.79%	6.67%	11.11%	6.06%	13.69%
MGK Vanguard Mega Cap Growth ETF	1.93%	6.71%	-0.82%	2.04%	35.85%	26.60%	13.40%	18.05%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 14, 2020, BEST usd etfs Watchlist's average daily return is +0.05%, while the average monthly return is +1.11%. At this rate, an investment would double in approximately 5.2 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +11.2%, while the worst month was Jun 2022 at -8.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, BEST usd etfs Watchlist closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +8.3%, while the worst single day was Apr 3, 2025 at -4.8%.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2026	2.73%	1.52%	-5.31%	5.18%									3.86%
2025	2.73%	-1.83%	-4.54%	-1.63%	4.55%	4.28%	1.75%	3.33%	1.59%	0.69%	0.89%	-0.40%	11.58%
2024	0.35%	4.52%	3.73%	-4.94%	3.76%	1.42%	3.80%	1.42%	1.95%	-1.55%	5.73%	-4.61%	15.96%
2023	7.84%	-2.24%	2.86%	0.90%	-0.20%	7.19%	3.79%	-1.77%	-4.61%	-3.21%	9.16%	6.51%	28.10%
2022	-6.11%	-2.15%	1.64%	-7.31%	1.12%	-8.88%	9.49%	-4.14%	-8.42%	7.54%	5.90%	-5.02%	-17.09%
2021	0.55%	2.90%	5.58%	4.54%	0.43%	1.45%	1.94%	2.55%	-4.48%	5.67%	-0.36%	4.52%	27.87%

Benchmark Metrics

BEST usd etfs Watchlist has an annualized alpha of 0.61%, beta of 0.93, and R² of 0.94 versus S&P 500 Index. Calculated based on daily prices since October 14, 2020.

With beta of 0.93 and R² of 0.94, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha: 0.61%

Beta: 0.93

R²: 0.94

Upside Capture: 95.80%

Downside Capture: 96.74%

Expense Ratio

BEST usd etfs Watchlist has an expense ratio of 0.17%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Top 10 holdings

COWZ

Pacer US Cash Cows 100 ETF

ITB

iShares U.S. Home Construction ETF

QQQE

Direxion NASDAQ-100 Equal Weighted Index Shares

RSP

Invesco S&P 500 Equal Weight ETF

QQQM

Invesco NASDAQ 100 ETF

SCHD

Schwab U.S. Dividend Equity ETF

IJH

iShares Core S&P Mid-Cap ETF

MGK

Vanguard Mega Cap Growth ETF

VCSH

Vanguard Short-Term Corporate Bond ETF

IVV

iShares Core S&P 500 ETF

Return for Risk

Risk / Return Rank

BEST usd etfs Watchlist ranks 38 for risk / return — below 38% of portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

Overall Rank

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

	Portfolio	Benchmark	Difference
Sharpe ratio Return per unit of total volatility	2.16	2.30	-0.14
Sortino ratio Return per unit of downside risk	3.14	3.18	-0.04
Omega ratio Gain probability vs. loss probability	1.39	1.43	-0.04
Calmar ratio Return relative to maximum drawdown	3.39	3.40	-0.01
Martin ratio Return relative to average drawdown	14.01	15.35	-1.35
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

	Risk / Return Rank	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
COWZ Pacer US Cash Cows 100 ETF	66	2.14	3.21	1.39	5.49	16.12
IJH iShares Core S&P Mid-Cap ETF	52	1.94	2.80	1.35	3.74	13.61
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares	38	1.70	2.42	1.30	2.84	9.73
SCHD Schwab U.S. Dividend Equity ETF	65	2.17	3.33	1.38	5.60	13.72
SPYM State Street SPDR Portfolio S&P 500 ETF	67	2.43	3.36	1.45	3.67	16.68
RSP Invesco S&P 500 Equal Weight ETF	48	1.91	2.79	1.34	3.23	12.06
IVV iShares Core S&P 500 ETF	67	2.43	3.35	1.45	3.67	16.62
VCSH Vanguard Short-Term Corporate Bond ETF	86	3.06	4.87	1.63	4.61	20.75
ITB iShares U.S. Home Construction ETF	9	0.23	0.60	1.06	0.27	0.60
MGK Vanguard Mega Cap Growth ETF	41	2.03	2.78	1.36	2.20	7.55

Sharpe Ratio

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

BEST usd etfs Watchlist Sharpe ratios as of Apr 15, 2026 (values are recalculated daily):

1-Year: 2.16
5-Year: 0.61
All Time: 0.82

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 2.14 to 2.98, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of BEST usd etfs Watchlist compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Dividends

Dividend yield

BEST usd etfs Watchlist provided a 1.60% dividend yield over the last twelve months.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Portfolio	1.60%	1.70%	1.56%	1.54%	1.60%	1.45%	1.44%	1.53%	1.65%	1.38%	1.37%	1.35%
Portfolio components:
COWZ Pacer US Cash Cows 100 ETF	2.07%	2.19%	1.82%	1.92%	1.96%	1.48%	2.54%	1.96%	1.67%	1.95%	0.13%	0.00%
IJH iShares Core S&P Mid-Cap ETF	1.25%	1.36%	1.33%	1.46%	1.68%	1.18%	1.28%	1.63%	1.72%	1.19%	1.60%	1.56%
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares	0.61%	0.52%	0.86%	0.79%	0.98%	3.83%	0.54%	0.74%	0.80%	0.65%	1.17%	0.57%
SCHD Schwab U.S. Dividend Equity ETF	3.44%	3.82%	3.64%	3.49%	3.39%	2.78%	3.16%	2.98%	3.06%	2.63%	2.89%	2.97%
SPYM State Street SPDR Portfolio S&P 500 ETF	1.07%	1.13%	1.28%	1.44%	1.69%	1.25%	1.54%	1.79%	2.23%	1.75%	1.97%	1.98%
RSP Invesco S&P 500 Equal Weight ETF	1.56%	1.64%	1.52%	1.64%	1.82%	1.28%	1.64%	1.69%	2.02%	1.52%	1.20%	1.70%
IVV iShares Core S&P 500 ETF	1.15%	1.17%	1.30%	1.44%	1.66%	1.20%	1.57%	1.85%	2.21%	1.75%	2.01%	2.27%
VCSH Vanguard Short-Term Corporate Bond ETF	4.41%	4.35%	3.96%	3.09%	2.01%	1.81%	2.27%	2.87%	2.65%	2.26%	2.10%	2.08%
ITB iShares U.S. Home Construction ETF	1.21%	1.67%	0.46%	0.48%	0.86%	0.37%	0.46%	0.50%	0.63%	0.28%	0.43%	0.34%
MGK Vanguard Mega Cap Growth ETF	0.35%	0.35%	0.43%	0.50%	0.70%	0.41%	0.65%	0.85%	1.12%	1.23%	1.53%	1.43%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the BEST usd etfs Watchlist. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the BEST usd etfs Watchlist was 23.61%, occurring on Sep 30, 2022. Recovery took 206 trading sessions.

The current BEST usd etfs Watchlist drawdown is 1.38%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-23.61%	Dec 30, 2021	190	Sep 30, 2022	206	Jul 28, 2023	396
-18.31%	Dec 5, 2024	84	Apr 8, 2025	62	Jul 9, 2025	146
-10.68%	Aug 1, 2023	63	Oct 27, 2023	24	Dec 1, 2023	87
-8%	Feb 12, 2026	32	Mar 30, 2026	—	—	—
-6.86%	Jul 17, 2024	16	Aug 7, 2024	12	Aug 23, 2024	28

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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Diversification

Diversification Metrics

Number of Effective Assets

The portfolio contains 11 assets, with an effective number of assets of 11.00, reflecting the diversification based on asset allocation. This number of effective assets suggests that the portfolio's investments are spread across a variety of assets, indicating a well-diversified allocation. However, true diversification also depends on the correlations between assets.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	Benchmark	VCSH	ITB	SCHD	COWZ	MGK	QQQM	IJH	QQQE	RSP	IVV	SPYM	Portfolio
Benchmark	1.00	0.27	0.61	0.71	0.72	0.92	0.93	0.84	0.91	0.87	1.00	1.00	0.95
VCSH	0.27	1.00	0.36	0.22	0.19	0.25	0.25	0.24	0.29	0.28	0.27	0.27	0.32
ITB	0.61	0.36	1.00	0.63	0.67	0.49	0.52	0.73	0.62	0.73	0.61	0.61	0.77
SCHD	0.71	0.22	0.63	1.00	0.86	0.46	0.50	0.81	0.63	0.89	0.71	0.71	0.79
COWZ	0.72	0.19	0.67	0.86	1.00	0.51	0.54	0.86	0.68	0.89	0.73	0.73	0.83
MGK	0.92	0.25	0.49	0.46	0.51	1.00	0.98	0.66	0.88	0.67	0.92	0.92	0.84
QQQM	0.93	0.25	0.52	0.50	0.54	0.98	1.00	0.69	0.92	0.70	0.92	0.92	0.86
IJH	0.84	0.24	0.73	0.81	0.86	0.66	0.69	1.00	0.81	0.95	0.84	0.84	0.92
QQQE	0.91	0.29	0.62	0.63	0.68	0.88	0.92	0.81	1.00	0.82	0.91	0.91	0.92
RSP	0.87	0.28	0.73	0.89	0.89	0.67	0.70	0.95	0.82	1.00	0.88	0.88	0.94
IVV	1.00	0.27	0.61	0.71	0.73	0.92	0.92	0.84	0.91	0.88	1.00	1.00	0.95
SPYM	1.00	0.27	0.61	0.71	0.73	0.92	0.92	0.84	0.91	0.88	1.00	1.00	0.95
Portfolio	0.95	0.32	0.77	0.79	0.83	0.84	0.86	0.92	0.92	0.94	0.95	0.95	1.00

The correlation results are calculated based on daily price changes starting from Oct 14, 2020

BEST usd etfs Watchlist

Asset Allocation

Performance

Performance Chart

Returns By Period

Monthly Returns

Benchmark Metrics

Expense Ratio

Top 10 holdings

Return for Risk

Risk / Return Rank

Return / Risk — by metrics

Sharpe ratio

Sortino ratio

Omega ratio

Calmar ratio

Martin ratio

Sharpe Ratio

Dividends

Dividend yield

Drawdowns

Drawdowns Chart

Worst Drawdowns

Volatility

Volatility Chart

Diversification

Diversification Metrics

Number of Effective Assets

Asset Correlations Table