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 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% | ||
| Invesco Fundamental Investment Grade Corporate Bon... | Corporate Bonds | Sep 15, 2011 | 0.22% | 0.20% | 2.61% | 4.34% | 77 | -15.58% | 1.49 | 2.07 | 1.29 | 9.67 | 2.69 | 0.56% | |
| Simplify Interest Rate Hedge ETF | Hedge Fund, Actively Managed | May 10, 2021 | 0.50% | -5.49% | — | 10.45% | 14 | -36.17% | 0.08 | 0.38 | 1.04 | 0.21 | 0.13 | 17.54% | |
| AAM Low Duration Preferred and Income Securities E... | Preferred Stock/Convertible Bonds | Nov 19, 2019 | 0.45% | 0.56% | — | 6.03% | 20 | -33.20% | 0.38 | 0.55 | 1.08 | 1.76 | 0.49 | 1.12% | |
| Picton Mahoney Fortified Long Short Alternative Fu... | — | — | 0.85% | — | 0.00% | 76 | -11.82% | 1.47 | 2.15 | 1.30 | 9.59 | 2.36 | 1.72% | ||
| Invesco Dividend Achievers™ ETF | Large Cap Growth Equities, Dividend | Sep 15, 2005 | 0.53% | -0.02% | 11.15% | 1.44% | 47 | -53.21% | 0.91 | 1.38 | 1.20 | 5.99 | 1.30 | 2.32% | |
| Picton Mahoney Fortified Market Neutral Alternativ... | — | — | -0.12% | — | 0.80% | 50 | -13.04% | 1.00 | 1.52 | 1.20 | 4.49 | 1.60 | 1.24% | ||
| PGIM Floating Rate Income ETF | Bank Loan | May 17, 2022 | 0.72% | -0.20% | — | 7.17% | 46 | -8.83% | 0.70 | 0.84 | 1.37 | 6.96 | 0.74 | 0.82% | |
| Picton Mahoney Fortified Special Situations Altern... | — | — | -0.60% | — | 5.50% | 57 | -6.77% | 1.04 | 1.65 | 1.30 | 4.92 | 1.69 | 0.79% | ||
| Putnam Sustainable Future ETF | Actively Managed, Sustainable | May 25, 2021 | 0.64% | -6.36% | — | 0.00% | 17 | -44.86% | 0.20 | 0.45 | 1.06 | 1.28 | 0.43 | 5.03% |
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