ETF Category Screener
Shared by Jeff Boyd
Pro
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 Core S&P 500 UCITS ETF USD Dist | S&P 500 | Mar 15, 2002 | 0.07% | -2.74% | 13.87% | 1.14% | 45 | -50.54% | 0.61 | 0.93 | 1.14 | 8.16 | 2.41 | 2.09% | |
| iShares S&P 500 UCITS Dist | S&P 500 | Mar 15, 2002 | 0.07% | -2.66% | 15.13% | 1.31% | 64 | -38.58% | 0.99 | 1.44 | 1.21 | 11.00 | 3.06 | 1.95% | |
| iShares Core S&P 500 UCITS ETF USD Dist | S&P 500 | Mar 15, 2002 | 0.07% | -2.83% | 13.84% | 1.14% | 32 | -51.36% | 0.62 | 0.93 | 1.14 | 4.48 | 1.24 | 2.34% | |
| iShares Core Universal USD Bond ETF | Intermediate Core-Plus Bond | Jun 10, 2014 | 0.06% | 0.27% | 2.07% | 4.24% | 55 | -17.90% | 1.14 | 1.60 | 1.20 | 5.68 | 1.86 | 0.81% | |
| iShares MSCI EM Latin America UCITS ETF (Dist) | Latin America Equities | Oct 15, 2007 | 0.20% | 18.39% | 7.68% | 2.71% | 94 | -58.97% | 2.36 | 2.94 | 1.42 | 16.79 | 4.84 | 2.84% | |
| iShares MSCI World Islamic UCITS ETF USD (Dist) | Global Equities | Dec 7, 2007 | 0.60% | 2.19% | 9.71% | 0.98% | 69 | -23.82% | 1.03 | 1.45 | 1.21 | 14.33 | 4.71 | 1.58% | |
| iShares S&P 500 EUR Hedged UCITS ETF Acc | S&P 500 | Sep 30, 2010 | 0.20% | -5.00% | 11.17% | 0.00% | 56 | -34.75% | 0.92 | 1.37 | 1.19 | 9.53 | 2.19 | 1.99% | |
| iShares Edge MSCI USA Size Factor UCITS ETF | Mid Cap Blend Equities | Oct 13, 2016 | 0.20% | -1.20% | — | 0.00% | 31 | -33.67% | 0.39 | 0.64 | 1.09 | 5.04 | 1.70 | 2.50% | |
| iShares Core S&P U.S. Growth ETF | Large Cap Growth Equities | Jul 24, 2000 | 0.04% | -6.25% | 15.70% | 0.57% | 55 | -63.41% | 1.01 | 1.57 | 1.22 | 6.85 | 1.79 | 3.41% | |
| iShares MSCI Europe SRI UCITS ETF (Acc) | Europe Equities | Feb 25, 2011 | 0.20% | -2.10% | 7.50% | 0.00% | 14 | -33.56% | 0.09 | 0.22 | 1.03 | 0.90 | 0.34 | 3.83% | |
| iShares Dow Jones Global Sustainability Screened U... | Global Equities | Feb 25, 2011 | 0.60% | -1.37% | 11.25% | 0.00% | 48 | -33.02% | 0.74 | 1.07 | 1.16 | 8.55 | 2.23 | 1.89% | |
| iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | Government Bonds | Dec 8, 2006 | 0.07% | 1.66% | 0.49% | 3.66% | 6 | -21.40% | -0.33 | -0.38 | 0.95 | -0.38 | -0.24 | 5.32% | |
| iShares MSCI World Small Cap UCITS ETF | Global Equities | Mar 27, 2018 | 0.35% | 3.93% | — | 0.00% | 70 | -40.23% | 1.11 | 1.53 | 1.22 | 13.73 | 3.76 | 1.95% | |
| iShares US Property Yield UCITS ETF | Emerging Markets Bonds | Jun 20, 2011 | 0.40% | -1.51% | 2.67% | 4.32% | 31 | -26.42% | 0.66 | 0.88 | 1.14 | 3.89 | 1.18 | 1.37% | |
| iShares US Property Yield UCITS ETF | REIT | Nov 3, 2006 | 0.40% | 7.32% | 5.76% | 4.13% | 23 | -62.47% | 0.28 | 0.47 | 1.06 | 2.85 | 1.21 | 2.95% | |
| iShares MSCI ACWI UCITS ETF (Acc) | Global Equities | Oct 21, 2011 | 0.20% | -0.62% | 11.33% | 0.00% | 44 | -33.60% | 0.49 | 0.92 | 1.18 | 10.55 | 1.42 | 1.83% | |
| iShares USD TIPS UCITS ETF USD (Acc) | Inflation-Protected Bonds | Dec 8, 2006 | 0.10% | 2.27% | 2.39% | 0.00% | 6 | -19.93% | -0.37 | -0.43 | 0.94 | -0.41 | -0.26 | 4.75% | |
| iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist) | Short-Term Bond | Mar 28, 2024 | 0.07% | 1.84% | 1.36% | 3.42% | 5 | -19.29% | -0.44 | -0.55 | 0.93 | -0.34 | -0.22 | 4.50% | |
| iShares V PLC - iShares S&P 500 Utilities Sector U... | Utilities Equities, S&P 500 | Mar 20, 2017 | 0.15% | 10.36% | — | 0.00% | 50 | -29.89% | 1.03 | 1.48 | 1.19 | 4.40 | 1.90 | 4.11% | |
| iShares Core S&P U.S. Value ETF | Large Cap Value Equities | Jul 24, 2000 | 0.04% | 0.41% | 11.69% | 1.80% | 40 | -56.88% | 0.82 | 1.23 | 1.18 | 5.08 | 1.10 | 2.63% |
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