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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Opus Small Cap Value Plus ETF | Small Cap Blend Equities, Actively Managed | Jul 18, 2018 | 0.79% | 6.86% | — | 1.13% | 43 | -42.40% | 0.82 | 1.26 | 1.17 | 4.77 | 1.26 | 3.09% | |
| Harbor International Compounders ETF | Foreign Large Cap Equities | Sep 6, 2022 | 0.55% | -2.63% | — | 1.28% | 37 | -18.14% | 0.72 | 1.13 | 1.14 | 4.15 | 1.12 | 2.98% | |
| Ossiam US Minimum Variance ESG UCITS ETF (EUR) | Large Cap Value Equities | Apr 24, 2020 | 0.65% | — | — | 0.00% | — | — | — | — | — | — | — | — | |
| OTG Latin America ETF | Latin America Equities | May 7, 2019 | 0.95% | 9.18% | — | 1.77% | — | -13.52% | — | — | — | — | — | — | |
| Ossiam US ESG Low Carbon Equity Factors UCITS ETF ... | Large Cap Blend Equities | May 2, 2019 | 0.45% | 0.00% | — | 0.00% | 19 | -35.62% | 0.31 | 0.50 | 1.10 | 1.06 | 0.24 | 3.44% | |
| VanEck Merk Gold Trust | Precious Metals, Gold | May 16, 2014 | 0.25% | 8.39% | 14.06% | 0.00% | 80 | -21.77% | 1.79 | 2.22 | 1.33 | 9.35 | 2.59 | 5.29% | |
| OShares U.S. Quality Dividend ETF | Large Cap Growth Equities, Dividend | Jul 14, 2015 | 0.48% | -3.08% | 9.94% | 1.46% | 26 | -33.12% | 0.48 | 0.79 | 1.11 | 2.59 | 0.64 | 2.42% | |
| OShares U.S. Small-Cap Quality Dividend ETF | Small Cap Blend Equities, Dividend | Dec 30, 2016 | 0.48% | 0.98% | — | 2.13% | 23 | -39.84% | 0.36 | 0.66 | 1.08 | 1.94 | 0.59 | 3.54% | |
| Overlay Shares Core Bond ETF | Intermediate Core Bond, Actively Managed | Sep 30, 2019 | 0.79% | 1.52% | — | 7.37% | 70 | -21.69% | 1.20 | 1.73 | 1.23 | 8.60 | 2.97 | 0.92% | |
| Overlay Shares Foreign Equity ETF | Foreign Large Cap Equities, Actively Managed | Sep 30, 2019 | 0.95% | 4.36% | — | 8.92% | 82 | -30.07% | 1.65 | 2.27 | 1.33 | 10.14 | 2.61 | 3.14% | |
| Overlay Shares Large Cap Equity ETF | Large Cap Growth Equities, Actively Managed | Sep 30, 2019 | 0.79% | -2.52% | — | 5.88% | 63 | -35.49% | 1.08 | 1.61 | 1.24 | 8.02 | 1.68 | 2.79% | |
| Overlay Shares Hedged Large Cap Equity ETF | Equity Hedged | Jan 14, 2021 | 0.80% | -3.40% | — | 0.31% | 78 | -20.69% | 1.42 | 2.23 | 1.28 | 9.81 | 2.35 | 1.52% | |
| Overlay Shares Municipal Bond ETF | Municipal Bonds, Actively Managed | Sep 30, 2019 | 0.82% | 1.60% | — | 6.73% | 73 | -15.58% | 1.37 | 1.92 | 1.29 | 8.11 | 2.04 | 0.98% | |
| Overlay Shares Small Cap Equity ETF | Small Cap Blend Equities, Actively Managed | Sep 30, 2019 | 0.83% | 5.41% | — | 6.28% | 53 | -45.09% | 0.99 | 1.51 | 1.20 | 6.41 | 1.55 | 3.86% | |
| Overlay Shares Short Term Bond ETF | Corporate Bonds, Actively Managed | Jan 14, 2021 | 0.80% | 1.31% | — | 8.79% | 93 | -13.59% | 2.10 | 3.01 | 1.42 | 15.81 | 4.35 | 0.53% | |
| Bitwise Bitcoin Standard Corporations ETF | Blockchain | Mar 10, 2025 | 0.85% | -23.66% | — | 1.14% | 6 | -59.47% | -0.44 | -0.28 | 0.97 | -0.86 | -0.42 | 28.66% | |
| CCM Affordable Housing MBS ETF | Government Bonds | Jul 27, 2021 | 0.30% | 0.30% | — | 4.31% | 49 | -5.39% | 1.02 | 1.45 | 1.19 | 4.17 | 1.72 | 1.32% | |
| Roundhill Glp-1 & Weight Loss ETF | Health & Biotech Equities | May 20, 2024 | 0.59% | -6.61% | — | 1.28% | 67 | -28.65% | 1.43 | 2.01 | 1.25 | 5.21 | 1.91 | 6.98% | |
| Invesco S&P 500 UCITS ETF | S&P 500 | May 20, 2010 | 0.05% | -4.62% | 13.67% | 0.00% | 29 | -33.78% | 0.58 | 0.88 | 1.13 | 2.63 | 0.63 | 3.22% | |
| PGIM AAA CLO ETF | CLO | Jul 19, 2023 | 0.19% | 1.07% | — | 5.03% | 98 | -1.04% | 4.03 | 4.87 | 2.94 | 42.87 | 5.16 | 0.12% |
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