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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| First Trust Mid Cap Growth AlphaDEX Fund | Mid Cap Growth Equities | Apr 18, 2011 | 0.70% | 5.25% | 13.13% | 0.03% | 43 | -38.91% | 1.63 | 2.25 | 1.28 | 12.92 | 3.51 | 3.27% | |
| FT Vest U.S. Equity Buffer ETF - October | Defined Outcome | Oct 16, 2020 | 0.85% | 0.47% | — | 0.00% | 71 | -14.07% | 2.21 | 3.12 | 1.44 | 22.00 | 4.71 | 1.23% | |
| Formidable ETF | Mid Cap Blend Equities | Apr 29, 2021 | 1.19% | 2.50% | — | 1.78% | 30 | -20.73% | 1.50 | 2.11 | 1.27 | 4.56 | 2.08 | 5.84% | |
| iShares Focused Value Factor ETF | Mid Cap Value Equities | Mar 19, 2019 | 0.25% | — | — | 0.55% | — | — | — | — | — | — | — | — | |
| Simplify Currency Strategy ETF | Leveraged Currency | Feb 3, 2025 | 0.81% | 9.35% | — | 6.66% | 50 | -13.09% | 1.71 | 2.30 | 1.34 | 16.84 | 3.70 | 1.71% | |
| First Trust Asia Pacific ex-Japan AlphaDEX Fund | Asia Pacific Equities | Apr 18, 2011 | 0.80% | 24.68% | 8.81% | 4.28% | 85 | -52.91% | 3.13 | 3.86 | 1.53 | 21.93 | 5.67 | 3.97% | |
| FPA Global Equity ETF | Global Equities | Dec 16, 2021 | 0.49% | 2.94% | — | 1.47% | 57 | -28.43% | 2.15 | 2.96 | 1.39 | 14.04 | 3.57 | 3.08% | |
| First Trust Preferred Securities & Income ETF | Preferred Stock/Convertible Bonds, Actively Managed | Feb 12, 2013 | 0.85% | 0.39% | 5.31% | 5.86% | 66 | -33.35% | 2.43 | 3.42 | 1.54 | 15.22 | 3.18 | 0.85% | |
| First Trust Institutional Preferred Securities & I... | Preferred Stock/Convertible Bonds, Actively Managed | Aug 22, 2017 | 0.85% | 0.62% | — | 5.69% | 82 | -27.51% | 2.96 | 4.59 | 1.72 | 19.26 | 3.65 | 0.69% | |
| Fidelity Preferred Securities & Income ETF | Preferred Stock/Convertible Bonds | Jun 15, 2021 | 0.59% | 1.06% | — | 5.02% | 72 | -20.83% | 2.78 | 4.04 | 1.58 | 13.74 | 3.41 | 0.68% | |
| Fidelity Real Estate Investment ETF | Actively Managed, REIT | Feb 2, 2021 | 0.59% | 8.24% | — | 2.61% | 25 | -32.81% | 1.06 | 1.49 | 1.19 | 6.26 | 2.18 | 2.67% | |
| First Trust US Equity Opportunities ETF | Large Cap Growth Equities | Apr 12, 2006 | 0.57% | 3.87% | 13.76% | 0.55% | 64 | -56.29% | 2.17 | 2.75 | 1.35 | 18.52 | 5.73 | 3.80% | |
| First Trust US IPO Index UCITS ETF | Large Cap Growth Equities | Aug 14, 2015 | 0.65% | 2.84% | — | 0.00% | 70 | -36.97% | 2.55 | 3.51 | 1.42 | 14.73 | 4.61 | 3.82% | |
| First Trust IPOX Europe Equity Opportunities ETF | Europe Equities | Oct 4, 2018 | 0.70% | 5.66% | — | 1.09% | 52 | -49.55% | 1.89 | 2.68 | 1.34 | 12.71 | 3.99 | 3.56% | |
| First Trust International Equity Opportunities ETF | Foreign Large Cap Equities | Nov 5, 2014 | 0.70% | 13.42% | 10.96% | 0.70% | 62 | -55.78% | 2.30 | 3.07 | 1.40 | 14.24 | 4.04 | 4.19% | |
| Fidelity Sustainable Research Enhanced Pacific ex-... | Asia Pacific Equities | Dec 3, 2020 | 0.30% | 8.05% | — | 0.00% | 79 | -18.15% | 2.97 | 4.35 | 1.56 | 14.38 | 4.47 | 2.52% | |
| Fidelity Quality Factor ETF | Large Cap Growth Equities | Sep 12, 2016 | 0.29% | 0.25% | — | 1.20% | 52 | -33.71% | 1.82 | 2.59 | 1.34 | 16.55 | 3.76 | 1.92% | |
| Franklin FTSE China UCITS ETF | China Equities | Jun 4, 2019 | 0.19% | -4.21% | — | 0.00% | 23 | -56.27% | 1.22 | 1.77 | 1.21 | 3.46 | 1.36 | 5.85% | |
| UBS ETF (LU) MSCI Japan Socially Responsible UCITS... | Japan Equities | Jul 22, 2015 | 0.19% | 3.61% | 7.52% | 1.10% | 39 | -26.69% | 1.73 | 2.52 | 1.32 | 8.03 | 2.60 | 3.38% | |
| UBS ETF (LU) Bloomberg USD Emerging Markets Sovere... | Emerging Markets Bonds | Apr 29, 2016 | 0.28% | -0.40% | — | 0.00% | 74 | -32.71% | 2.79 | 4.83 | 1.60 | 14.14 | 3.11 | 0.99% |
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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