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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco FTSE RAFI Developed Markets ex-U.S. Small-... | Foreign Small & Mid Cap Equities | Sep 27, 2007 | 0.49% | 4.55% | 8.37% | 3.25% | 90 | -59.32% | 2.10 | 2.85 | 1.42 | 12.40 | 3.15 | 2.86% | |
| Invesco Dorsey Wright Momentum ETF | Mid Cap Growth Equities | Mar 1, 2007 | 0.62% | 5.76% | 12.02% | 0.13% | 49 | -59.34% | 0.88 | 1.32 | 1.18 | 6.09 | 1.88 | 3.72% | |
| Amundi ETF PEA S&P 500 UCITS ETF EUR | S&P 500 | Apr 25, 2019 | 0.25% | -3.04% | — | 0.00% | 55 | -33.60% | 0.65 | 0.98 | 1.15 | 13.07 | 3.57 | 2.04% | |
| Invesco Dynamic Leisure & Entertainment ETF | Consumer Discretionary Equities | Jun 23, 2005 | 0.55% | -4.28% | 5.26% | 0.42% | 43 | -66.03% | 0.75 | 1.26 | 1.17 | 5.11 | 1.49 | 4.07% | |
| Invesco Emerging Markets USD Bond UCITS ETF Dist | Emerging Markets Bonds | Nov 16, 2017 | 0.25% | -1.37% | — | 5.61% | 69 | -26.74% | 1.30 | 1.93 | 1.26 | 8.92 | 2.04 | 1.02% | |
| Putnam Emerging Markets Ex-China ETF | Emerging Markets Diversified | May 17, 2023 | 0.85% | 8.83% | — | 6.43% | 92 | -14.91% | 2.35 | 3.06 | 1.43 | 13.63 | 3.40 | 3.60% | |
| ProShares Global Listed Private Equity ETF | Financials Equities | Feb 26, 2013 | 3.13% | -12.52% | 4.56% | 12.82% | 3 | -49.17% | -0.63 | -0.79 | 0.90 | -1.19 | -0.47 | 9.83% | |
| Pacer US Export Leaders ETF | Mid Cap Blend Equities | Jul 23, 2018 | 0.60% | -2.59% | — | 0.43% | 65 | -36.76% | 1.16 | 1.73 | 1.25 | 8.49 | 1.87 | 3.57% | |
| Invesco High Yield Equity Dividend Achievers™ ETF | Mid Cap Value Equities, Dividend | Dec 9, 2004 | 0.54% | 6.96% | 8.82% | 4.63% | 18 | -72.81% | 0.28 | 0.53 | 1.07 | 1.27 | 0.43 | 4.45% | |
| Invesco DWA Consumer Cyclicals Momentum ETF | Consumer Discretionary Equities | Oct 12, 2006 | 0.60% | -6.39% | 8.87% | 0.22% | 24 | -58.39% | 0.43 | 0.78 | 1.10 | 2.52 | 0.78 | 4.89% | |
| Picton Mahoney Fortified Active Extension Alternat... | — | — | 2.45% | — | 0.33% | 84 | -31.50% | 1.76 | 2.35 | 1.32 | 12.36 | 2.90 | 2.65% | ||
| Innovator U.S. Equity Power Buffer ETF - February | Defined Outcome | Jan 31, 2020 | 0.79% | -1.12% | — | 0.00% | 65 | -19.98% | 1.17 | 1.76 | 1.29 | 8.72 | 1.66 | 1.37% | |
| iShares Preferred and Income Securities ETF | Preferred Stock/Convertible Bonds | Mar 30, 2007 | 0.46% | -0.60% | 3.35% | 5.84% | 30 | -65.55% | 0.64 | 0.94 | 1.12 | 3.01 | 1.07 | 1.88% | |
| Virtus InfraCap U.S. Preferred Stock ETF | Preferred Stock/Convertible Bonds, Actively Managed | May 15, 2018 | 1.47% | -1.94% | — | 9.92% | 29 | -70.52% | 0.66 | 0.89 | 1.14 | 2.94 | 0.84 | 2.45% | |
| Global X U.S. Preferred ETF | Preferred Stock/Convertible Bonds | Sep 11, 2017 | 0.23% | -1.04% | — | 6.51% | 21 | -30.93% | 0.41 | 0.62 | 1.08 | 1.73 | 0.60 | 2.08% | |
| ETRACS 2xMonthly Pay Leveraged Preferred Stock Ind... | Leveraged | Sep 25, 2018 | 0.85% | -2.55% | — | 13.42% | 14 | -80.68% | 0.08 | 0.25 | 1.03 | 0.66 | 0.26 | 4.81% | |
| InfraCap REIT Preferred ETF | Preferred Stock/Convertible Bonds, REIT | Feb 7, 2017 | 0.45% | -2.29% | — | 8.40% | 19 | -53.02% | 0.36 | 0.53 | 1.07 | 1.06 | 0.44 | 2.69% | |
| Global X Variable Rate Preferred ETF | Preferred Stock/Convertible Bonds | Jun 22, 2020 | 0.25% | 0.07% | — | 8.32% | 15 | -18.96% | 0.18 | 0.27 | 1.04 | 0.79 | 0.26 | 1.41% | |
| Invesco Dorsey Wright Financial Momentum ETF | Financials Equities | Oct 12, 2006 | 0.60% | -6.41% | 7.71% | 0.76% | 12 | -59.53% | -0.00 | 0.15 | 1.02 | 0.30 | 0.10 | 4.87% | |
| Picton Mahoney Fortified Income Alternative Fund | — | — | -0.22% | — | 4.22% | 81 | -17.12% | 1.54 | 2.29 | 1.29 | 10.55 | 3.29 | 0.37% |
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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