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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Democratic Large Cap Core ETF | Large Cap Blend Equities | Nov 2, 2020 | 0.45% | -4.67% | — | 1.02% | 49 | -27.17% | 1.01 | 1.50 | 1.20 | 5.33 | 1.56 | 3.59% | |
| WisdomTree U.S. SmallCap Dividend Fund | Small Cap Blend Equities, Dividend | Jun 16, 2006 | 0.38% | 8.70% | 7.91% | 2.52% | 36 | -65.48% | 0.74 | 1.19 | 1.16 | 4.29 | 1.22 | 3.81% | |
| Vaneck Office And Commercial REIT ETF | REIT | Sep 19, 2023 | 0.50% | -10.12% | — | 5.99% | 3 | -28.65% | -0.56 | -0.65 | 0.92 | -1.14 | -0.49 | 10.75% | |
| Xtrackers Russell US Multifactor ETF | Mid Cap Blend Equities, Multi-factor | Nov 24, 2015 | 0.17% | 3.79% | 10.82% | 1.55% | 42 | -40.47% | 0.85 | 1.31 | 1.18 | 5.78 | 1.25 | 2.44% | |
| WisdomTree Global High Dividend Fund | Large Cap Value Equities, Dividend | Jun 16, 2006 | 0.58% | 8.67% | 9.35% | 3.31% | 79 | -65.55% | 1.72 | 2.33 | 1.36 | 10.51 | 1.99 | 2.23% | |
| Dimensional U.S. Core Equity 2 ETF | Large Cap Growth Equities, Actively Managed | Jun 14, 2021 | 0.19% | -0.79% | — | 1.02% | 54 | -23.12% | 1.01 | 1.53 | 1.23 | 7.13 | 1.53 | 2.75% | |
| Dimensional Emerging Core Equity Market ETF | Actively Managed, Emerging Markets Equities | Dec 2, 2020 | 0.35% | 3.94% | — | 2.11% | 79 | -32.21% | 1.70 | 2.29 | 1.34 | 9.62 | 2.57 | 3.42% | |
| Dimensional International Core Equity Market ETF | Global Equities, Actively Managed | Nov 17, 2020 | 0.18% | 3.47% | — | 2.38% | 81 | -27.44% | 1.72 | 2.36 | 1.35 | 10.31 | 2.66 | 2.82% | |
| Dimensional US Real Estate ETF | REIT | Feb 23, 2022 | 0.19% | 5.43% | — | 2.92% | 17 | -32.27% | 0.25 | 0.45 | 1.06 | 1.40 | 0.37 | 3.17% | |
| Dimensional U.S. Small Cap ETF | Small Cap Blend Equities, Actively Managed | Jun 14, 2021 | 0.34% | 3.20% | — | 1.01% | 45 | -26.13% | 0.87 | 1.37 | 1.18 | 5.80 | 1.48 | 3.58% | |
| Dimensional U.S. Targeted Value ETF | Small Cap Value Equities, Actively Managed | Jun 14, 2021 | 0.28% | 5.77% | — | 1.55% | 50 | -26.12% | 0.97 | 1.48 | 1.21 | 5.85 | 1.61 | 4.02% | |
| Dimensional US Core Equity Market ETF | Large Cap Blend Equities, Actively Managed | Nov 17, 2020 | 0.12% | -2.58% | — | 1.03% | 54 | -23.61% | 0.99 | 1.50 | 1.23 | 7.24 | 1.54 | 2.64% | |
| Dimensional World Equity ETF | Global Equities | Sep 26, 2023 | 0.25% | 0.62% | — | 1.73% | 69 | -16.93% | 1.31 | 1.92 | 1.29 | 8.93 | 1.88 | 2.58% | |
| Dimensional World ex US Core Equity 2 ETF | Foreign Large Cap Equities | Mar 6, 2008 | 0.30% | 4.70% | — | 2.44% | 87 | -28.15% | 1.99 | 2.63 | 1.40 | 11.44 | 2.97 | 2.94% | |
| Dimensional California Municipal Bond ETF | Municipal Bonds | Jun 26, 2023 | 0.19% | 0.33% | — | 2.82% | 60 | -3.28% | 1.40 | 1.79 | 1.32 | 5.02 | 1.39 | 0.69% | |
| Dimensional Core Fixed Income ETF | Intermediate Core Bond | Nov 15, 2021 | 0.17% | 0.20% | — | 4.48% | 51 | -19.56% | 1.08 | 1.49 | 1.19 | 5.37 | 1.74 | 0.94% | |
| WisdomTree Europe SmallCap Dividend Fund | Europe Equities, Dividend | Jun 16, 2006 | 0.58% | 0.53% | 6.76% | 4.07% | 67 | -69.38% | 1.36 | 1.89 | 1.28 | 7.12 | 2.07 | 3.32% | |
| WisdomTree Europe SmallCap Dividend UCITS ETF | Europe Equities | Oct 21, 2014 | 0.38% | 1.02% | 8.16% | 4.17% | 72 | -38.36% | 1.48 | 1.99 | 1.30 | 8.29 | 2.13 | 2.43% | |
| FT Vest U.S. Equity Deep Buffer ETF - February | Defined Outcome | Feb 21, 2020 | 0.85% | -0.21% | — | 0.00% | 79 | -14.07% | 1.52 | 2.21 | 1.35 | 11.18 | 2.29 | 1.16% | |
| WisdomTree Europe SmallCap Dividend UCITS ETF | Europe Equities | Nov 3, 2016 | 0.38% | 1.33% | 6.85% | 4.20% | 53 | -44.37% | 0.98 | 1.33 | 1.20 | 6.88 | 1.96 | 2.40% |
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