ETF Category Screener
Shared by Jeff Boyd
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Category
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| iShares U.S. Fixed Income Balanced Risk Systematic... | Intermediate Core-Plus Bond | Feb 24, 2015 | 0.25% | 0.48% | 2.51% | 4.62% | 54 | -18.47% | 2.13 | 3.07 | 1.41 | 11.64 | 2.90 | 0.71% | |
| First Trust International Developed Capital Streng... | Global Equities | Dec 15, 2020 | 0.70% | 1.77% | — | 1.94% | 30 | -29.16% | 1.27 | 1.90 | 1.23 | 7.30 | 2.31 | 3.27% | |
| First Trust S&P International Dividend Aristocrats... | Foreign Large Cap Equities, Dividend | Aug 23, 2013 | 0.60% | 5.22% | — | 4.15% | 87 | -39.79% | 3.59 | 5.13 | 1.65 | 17.90 | 4.67 | 2.33% | |
| Fidelity International High Dividend ETF | Foreign Large Cap Equities, Dividend | Jan 16, 2018 | 0.39% | 10.60% | — | 4.06% | 94 | -46.34% | 3.78 | 5.06 | 1.68 | 28.31 | 7.53 | 1.85% | |
| Fidelity MSCI Industrials Index ETF | Industrials Equities | Oct 21, 2013 | 0.08% | 12.27% | 14.42% | 0.97% | 67 | -42.31% | 2.41 | 3.29 | 1.41 | 18.15 | 4.21 | 2.84% | |
| iShares Canadian Financial Monthly Income ETF | Canada Equities | Apr 16, 2010 | 0.85% | 1.84% | 10.87% | 4.78% | 83 | -42.25% | 3.41 | 4.41 | 1.69 | 15.29 | 4.69 | 2.21% | |
| Fidelity Investment Grade Bond ETF | Intermediate Core Bond | Mar 2, 2021 | 0.36% | 0.38% | — | 4.11% | 26 | -18.08% | 1.23 | 1.79 | 1.22 | 6.02 | 1.90 | 0.77% | |
| First Trust Intermediate Duration Investment Grade... | Corporate Bonds | Aug 1, 2023 | 0.65% | -0.31% | — | 4.89% | 32 | -5.50% | 1.43 | 2.07 | 1.26 | 8.46 | 2.26 | 0.84% | |
| WisdomTree Industrial Metals Longer Dated | Metals | Oct 10, 2007 | 0.49% | 4.96% | 7.89% | 0.00% | 34 | -65.36% | 1.63 | 2.06 | 1.32 | 6.20 | 2.51 | 5.10% | |
| Global X FinTech UCITS ETF USD Distributing | Financials Equities | Aug 23, 2010 | 0.60% | -22.28% | — | 0.00% | 4 | -56.45% | -0.37 | -0.35 | 0.96 | -0.83 | -0.36 | 16.03% | |
| Fidelity Global Innovators ETF | Technology Equities | May 19, 2023 | 1.13% | 10.33% | — | 0.00% | 71 | -25.66% | 2.48 | 3.13 | 1.41 | 17.89 | 5.42 | 3.62% | |
| Lyxor MSCI World Financials TR UCITS | Financials Equities | Aug 23, 2010 | 0.30% | -2.53% | 12.42% | 0.00% | 58 | -43.64% | 2.34 | 3.57 | 1.43 | 10.05 | 2.87 | 3.14% | |
| Global X FinTech ETF | Technology Equities | Sep 12, 2016 | 0.68% | -21.30% | — | 0.74% | 4 | -63.53% | -0.50 | -0.52 | 0.94 | -0.36 | -0.16 | 15.68% | |
| SPDR SSGA Fixed Income Sector Rotation ETF | Intermediate Core-Plus Bond, Actively Managed | Apr 2, 2019 | 0.50% | 0.47% | — | 4.09% | 21 | -20.27% | 1.02 | 1.45 | 1.18 | 4.69 | 1.55 | 0.95% | |
| SPDR S&P Kensho Future Security ETF | Technology Equities, Cybersecurity | Dec 26, 2017 | 0.45% | 5.11% | — | 0.19% | 46 | -36.90% | 1.86 | 2.47 | 1.30 | 11.37 | 3.80 | 5.13% | |
| Fidelity International Value Factor ETF | Foreign Large Cap Equities | Jan 16, 2018 | 0.39% | 7.23% | — | 2.66% | 85 | -39.76% | 3.31 | 4.44 | 1.58 | 20.05 | 4.85 | 2.83% | |
| YieldMax Dorsey Wright Hybrid 5 Income ETF | Derivative Income | Dec 16, 2024 | 0.88% | -14.48% | — | 55.29% | 8 | -32.77% | -0.03 | 0.16 | 1.02 | 0.50 | 0.21 | 13.83% | |
| First Trust Water ETF | Water Equities | May 8, 2007 | 0.54% | -0.76% | 13.40% | 0.76% | 18 | -52.75% | 0.75 | 1.21 | 1.14 | 4.46 | 1.37 | 3.93% | |
| First Trust Smith Opportunistic Fixed Income ETF | Intermediate Core-Plus Bond, Actively Managed | Feb 14, 2017 | 0.65% | 0.17% | — | 4.61% | 27 | -20.44% | 1.33 | 1.91 | 1.23 | 6.09 | 1.72 | 0.88% | |
| FolioBeyond Enhanced Fixed Income Premium ETF | Multisector Bonds | Jan 22, 2025 | 1.01% | 0.85% | — | 5.47% | 57 | -3.42% | 1.98 | 2.73 | 1.40 | 15.95 | 3.80 | 0.51% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years