Top three ETFs per category, ranked by three-year asset growth
Category Rank in category Fund Ticker % gain in total net assets…
Category | Rank in category | Fund | Ticker | % gain in total net assets | ’10 assets ($M) | ’07 assets ($M) | 1-year total return (%) | 3-year total return (%) | Expense ratio (%) |
---|---|---|---|---|---|---|---|---|---|
Growth | 1 | Rydex S&P MidCap 400 Pure Growth ETF | RFG | 1,590.91 | 241.80 | 14.30 | 33.32 | 5.79 | 0.35 |
Growth | 2 | Vanguard Mid-Cap Growth Index Fund | VOT | 143.71 | 759.40 | 311.60 | 30.43 | -4.90 | 0.14 |
Growth | 3 | SPDR Dow Jones Mid Cap Growth ETF | EMG | 87.90 | 65.20 | 34.70 | 29.65 | -0.90 | 0.28 |
Large-Cap | 1 | SPDR Dow Jones Large Cap ETF | ELR | 256.19 | 37.40 | 10.50 | 17.33 | -6.10 | 0.23 |
Large-Cap | 2 | iShares FTSE KLD 400 Social Index Fund | DSI | 223.65 | 113.60 | 35.10 | 14.82 | -5.45 | 0.50 |
Large-Cap | 3 | Vanguard Large-Cap Index Fund | VV | 147.64 | 2,574.50 | 1,039.60 | 17.31 | -5.98 | 0.12 |
Mid-Cap | 1 | Rydex S&P MidCap 400 Pure Growth ETF | RFG | 1,590.91 | 241.80 | 14.30 | 33.32 | 5.79 | 0.35 |
Mid-Cap | 2 | Vanguard Mid-Cap Value Index Fund | VOE | 211.71 | 681.70 | 218.70 | 25.91 | -2.89 | 0.14 |
Mid-Cap | 3 | Guggenheim Insider Sentiment ETF | NFO | 149.53 | 80.10 | 32.10 | 26.79 | -0.03 | 0.65 |
Multi-Cap | 1 | SPDR S&P Dividend ETF | SDY | 1,250.18 | 3,452.40 | 255.70 | 21.52 | -0.63 | 0.35 |
Multi-Cap | 2 | Guggenheim Multi-Asset Income ETF | CVY | 254.07 | 330.70 | 93.40 | 24.79 | -2.50 | 0.65 |
Multi-Cap | 3 | WisdomTree Total Earnings Fund | EXT | 158.24 | 47.00 | 18.20 | 17.12 | -5.26 | 0.28 |
Small-Cap | 1 | WisdomTree SmallCap Earnings Fund | EES | 391.30 | 90.40 | 18.40 | 28.49 | 2.00 | 0.38 |
Small-Cap | 2 | SPDR Dow Jones Small Cap ETF | DSC | 297.69 | 51.70 | 13.00 | 28.51 | -1.98 | 0.32 |
Small-Cap | 3 | Rydex S&P SmallCap 600 Pure Value ETF | RZV | 280.62 | 86.40 | 22.70 | 21.05 | -1.36 | 0.35 |
Value | 1 | SPDR S&P Dividend ETF | SDY | 1,250.18 | 3,452.40 | 255.70 | 21.52 | -0.63 | 0.35 |
Value | 2 | Rydex S&P SmallCap 600 Pure Value ETF | RZV | 280.62 | 86.40 | 22.70 | 21.05 | -1.36 | 0.35 |
Value | 3 | Vanguard Mid-Cap Value Index Fund | VOE | 211.71 | 681.70 | 218.70 | 25.91 | -2.89 | 0.14 |
Core | 1 | WisdomTree SmallCap Earnings Fund | EES | 391.30 | 90.40 | 18.40 | 28.49 | 2.00 | 0.38 |
Core | 2 | SPDR Dow Jones Small Cap ETF | DSC | 297.69 | 51.70 | 13.00 | 28.51 | -1.98 | 0.32 |
Core | 3 | Vanguard Small-Cap Index Fund | VB | 272.73 | 3,792.20 | 1,017.40 | 28.39 | -2.38 | 0.14 |
Sector | 1 | SPDR S&P Homebuilders ETF | XHB | 3,308.51 | 801.00 | 23.50 | 13.06 | -10.08 | 0.35 |
Sector | 2 | PowerShares DB Oil Fund | DBO | 3,131.82 | 568.80 | 17.60 | -6.00 | -7.83 | N/A |
Sector | 3 | ProShares Ultra Real Estate ProShares | URE | 2,502.23 | 465.80 | 17.90 | 83.04 | -39.60 | 0.95 |
World Equity | 1 | PowerShares FTSE RAFI Emerging Markets Portfolio | PXH | 9,113.73 | 469.90 | 5.10 | 20.94 | -2.69 | 0.85 |
World Equity | 2 | Vanguard Tax-Managed International Fund | VEA | 2,290.49 | 4,900.50 | 205.00 | 9.86 | -9.35 | 0.15 |
World Equity | 3 | SPDR S&P Emerging Asia Pacific ETF | GMF | 1,060.59 | 712.60 | 61.40 | 25.92 | -3.53 | 0.59 |
Source: Lipper Inc., a Thomson Reuters company |
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