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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco MSCI USA ESG Climate Paris Aligned UCITS E... | Large Cap Blend Equities | Dec 6, 2021 | 0.09% | -7.42% | — | 0.00% | 17 | -23.33% | 0.26 | 0.48 | 1.06 | 0.69 | 0.27 | 6.41% | |
| Global X US Infrastructure Development ETF | Utilities Equities | Mar 6, 2017 | 0.47% | 7.34% | — | 0.86% | 80 | -44.08% | 1.53 | 2.20 | 1.29 | 10.51 | 2.89 | 3.45% | |
| Invesco MSCI World ESG Climate Paris Aligned UCITS... | Global Equities | Dec 6, 2021 | 0.19% | -4.65% | — | 0.00% | 40 | -31.09% | 0.82 | 1.25 | 1.17 | 4.58 | 1.25 | 2.73% | |
| Invesco MSCI World ESG Climate Paris Aligned UCITS... | Global Equities | Dec 6, 2021 | 0.19% | -3.69% | — | 0.00% | 32 | -20.95% | 0.67 | 1.03 | 1.14 | 3.20 | 0.97 | 2.99% | |
| ProShares Pet Care ETF | Global Equities | Nov 5, 2018 | 0.50% | -5.79% | — | 0.81% | 10 | -50.07% | -0.05 | 0.06 | 1.01 | -0.12 | -0.05 | 6.57% | |
| Lyxor MSCI Pacific Ex Japan UCITS | Asia Pacific Equities | Apr 29, 2015 | 0.12% | 7.21% | — | 3.15% | 73 | -30.14% | 1.52 | 1.97 | 1.32 | 7.99 | 1.86 | 2.71% | |
| Lyxor MSCI Pacific Ex Japan UCITS ETF | Asia Pacific Equities | Apr 29, 2015 | 0.12% | 6.13% | — | 3.15% | — | -17.04% | 2.60 | 3.32 | 1.51 | — | — | — | |
| Pax-Global Sustainable Equity Fund | — | — | 3.65% | — | 11.41% | 38 | -22.28% | 0.56 | 0.81 | 1.14 | 2.55 | 0.65 | 3.31% | ||
| Purpose Enhanced Premium Yield Fund | — | — | -2.59% | — | 9.22% | 25 | -17.09% | 0.44 | 0.76 | 1.12 | 2.53 | 0.52 | 1.90% | ||
| PGIM US Large-Cap Buffer 20 ETF - April | Options Trading | Mar 28, 2024 | 0.50% | 1.98% | — | 0.00% | 82 | -9.70% | 1.49 | 2.24 | 1.49 | 13.64 | 1.89 | 0.81% | |
| Invesco Global Clean Energy ETF | Alternative Energy Equities | Jun 13, 2007 | 0.75% | 12.30% | 7.34% | 2.01% | 97 | -78.60% | 2.95 | 3.67 | 1.49 | 20.83 | 5.60 | 3.63% | |
| Purpose Total Return Bond Fund | — | — | -0.51% | 3.39% | 4.34% | 30 | -17.51% | 0.59 | 0.84 | 1.11 | 3.71 | 1.03 | 0.73% | ||
| Putnam BDC Income ETF | Financials Equities | Sep 29, 2022 | 6.79% | -10.13% | — | 11.72% | 3 | -20.47% | -0.58 | -0.69 | 0.91 | -1.34 | -0.64 | 9.57% | |
| Invesco Dynamic Biotechnology & Genome ETF | Health & Biotech Equities | Jun 23, 2005 | 0.59% | -3.05% | 7.57% | 1.09% | 70 | -45.69% | 1.32 | 1.93 | 1.24 | 6.73 | 2.29 | 3.99% | |
| PGIM US Large-Cap Buffer 20 ETF - February | Options Trading | Jan 31, 2024 | 0.50% | -0.93% | — | 0.00% | 72 | -8.65% | 1.30 | 1.95 | 1.33 | 9.68 | 1.76 | 1.12% | |
| PGIM Laddered S&P 500 Buffer 20 ETF | Defined Outcome, S&P 500 | Jun 11, 2024 | 0.50% | -0.36% | — | 0.01% | 77 | -8.50% | 1.37 | 2.04 | 1.36 | 10.85 | 1.84 | 1.04% | |
| Purpose Best Ideas Fund | — | — | -11.41% | 9.36% | 0.00% | 23 | -47.71% | 0.44 | 0.67 | 1.11 | 1.76 | 0.50 | 4.61% | ||
| Invesco Dynamic Food & Beverage ETF | Consumer Staples Equities | Jun 23, 2005 | 0.63% | 10.02% | 5.53% | 1.53% | 26 | -39.15% | 0.55 | 0.88 | 1.11 | 1.69 | 0.69 | 5.09% | |
| PGIM US Large-Cap Buffer 20 ETF - January | Options Trading | Dec 29, 2023 | 0.50% | -1.07% | — | 0.00% | 71 | -8.50% | 1.25 | 1.88 | 1.32 | 9.53 | 1.70 | 1.10% | |
| PGIM Portfolio Ballast ETF | Diversified Portfolio | Dec 12, 2022 | 0.45% | -2.53% | — | 2.27% | 60 | -11.69% | 1.08 | 1.61 | 1.22 | 7.48 | 1.85 | 1.63% |
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