Equity ETFs ranked by second quarter performance

Equity ETFs ranked by second quarter performance
<i>InvestmentNews</i> Research sorts exchange-traded funds by returns, flows and trading volume.
AUG 18, 2018
By  Ellie Zhu
Ranked by quarterly returns
Name/ticker3-month return1-year returnNet assets ($M)Expense ratio*3-month average daily volume
1Invesco Dynamic Energy Exploration & Prod ETF (PXE)27.97%43.74%$98.70 0.80%51,655
2First Trust NASDAQ Oil & Gas ETF (FTXN)24.14%41.11%$30.90 0.60%30,556
3SPDR S&P Oil & Gas Exploration & Production ETF (XOP)22.36%35.96%$3,094.30 0.35%19,560,824
4Invesco S&P SmallCap Energy ETF (PSCE)22.13%27.88%$70.30 0.29%58,450
5First Trust Energy AlphaDEX Fund (FXN)17.82%28.16%$398.90 0.63%358,111
6USCF SummerHaven SHPEN Index Fund (BUYN)17.60%N/A$2.80 0.95%358
7VanEck Vectors Unconventional Oil & Gas ETF (FRAK)17.26%25.76%$88.00 0.54%22,608
8iShares US Oil & Gas Exploration & Production ETF (IEO)17.20%37.34%$516.40 0.44%107,646
9SPDR S&P Oil & Gas Equipment & Services ETF (XES)16.61%11.61%$402.90 0.35%842,682
10Invesco KBW Premium Yield Equity REIT ETF (KBWY)16.39%3.48%$415.90 0.35%70,459
11United States Brent Oil Fund LP (BNO)16.11%71.31%$105.50 0.90%66,091
12American Energy Independence ETF (USAI)15.98%N/A$6.40 0.75%3,085
13Invesco S&P SmallCap Health Care ETF (PSCH)15.39%46.35%$756.50 0.29%77,406
14Invesco DWA Healthcare Momentum ETF (PTH)15.25%41.53%$293.20 0.60%23,547
15Invesco S&P 500 Eql Wght Energy ETF (RYE)15.22%21.34%$280.50 0.40%63,509
16ARK Innovation ETF (ARKK)15.12%59.27%$1,076.20 0.75%318,237
17Global X MLP & Energy Infrastructure ETF (MLPX)14.91%1.09%$455.50 0.45%243,406
18Rex VolMAXX Short VIX Futures Strategy ETF (VMIN)14.83%-86.83%$10.90 3.46%107,470
19ProShares K-1 Free Crude Oil Strategy ETF (OILK)14.77%59.51%$13.50 0.65%8,533
20Invesco Dynamic Oil & Gas Services ETF (PXJ)14.71%7.34%$35.70 0.63%46,922
21United States Oil Fund LP (USO)14.70%58.69%$1,849.10 0.84%19,881,012
22John Hancock Mltfactor Energy ETF (JHME)14.68%26.90%$38.30 0.50%9,840
23SPDR S&P Internet ETF (XWEB)14.56%42.73%$35.10 0.35%10,768
24Vanguard Energy Index Fund;ETF (VDE)14.31%22.26%$4,425.70 0.10%284,745
25Fidelity MSCI Energy Index ETF (FENY)14.27%21.94%$652.10 0.08%311,580
26First Trust Dow Jones Internet Index Fund (FDN)14.18%45.30%$8,823.10 0.53%588,098
27First Trust Natural Gas ETF (FCG)14.14%14.61%$149.40 0.60%182,372
28Invesco S&P SmallCap Consumer Staples ETF (PSCC)14.13%21.75%$47.90 0.29%3,261
29Invesco DWA Energy Momentum ETF (PXI)13.91%30.04%$168.00 0.60%40,081
30iShares US Energy ETF (IYE)13.89%21.70%$1,041.30 0.44%584,744
31Amplify Online Retail ETF (IBUY)13.56%45.06%$455.20 0.65%115,072
32IQ US Real Estate Small Cap ETF (ROOF)13.43%3.37%$87.40 0.70%2,207
33Energy Select Sector SPDR Fund (XLE)13.43%21.10%$19,385.00 0.13%15,521,871
34Tortoise North American Pipeline Fund (TPYP)13.18%3.96%$150.10 0.40%67,414
35BMO Elkhorn DWA MLP Select Index ETN (BMLP)13.15%0.26%$49.00 0.85%113
36ARK Genomic Revolution Multi-Sector ETF (ARKG)13.00%33.98%$203.60 0.75%99,200
37Janus Long-Term Care ETF (OLD)12.97%-1.88%$10.20 0.50%2,357
38iShares US Oil Equipment & Services ETF (IEZ)12.86%12.11%$312.00 0.44%105,079
39Tactile Analytics AR/VR Virtual Technology ETF (ARVR)12.71%25.71%$2.10 0.85%576
40iShares Edge MSCI Multifactor Energy ETF (ERGF)12.68%24.36%$2.90 0.35%417

Largest inflows
Name/ticker3-month estimated net flows ($M)3-month return1-year returnNet assets ($M)Expense ratio*
1iShares Core S&P 500 ETF (IVV)$3,756.33.42%14.33%$148,272.30.04%
2iShares Core MSCI EAFE ETF (IEFA)$3,480.0-1.01%7.84%$57,502.40.08%
3iShares Core S&P Small-Cap ETF (IJR)$3,346.38.70%20.48%$42,937.00.07%
4Vanguard Value Index Fund;ETF (VTV)$2,750.11.25%10.21%$38,725.40.05%
5Invesco QQQ Trust Series 1 (QQQ)$1,930.67.20%25.71%$65,894.80.20%
6iShares Core MSCI Emerging Markets ETF (IEMG)$1,833.2-7.76%8.03%$46,712.70.14%
7Vanguard Total Stock Market Index Fund;ETF (VTI)$1,775.43.90%14.83%$97,478.20.04%
8Vanguard 500 Index Fund;ETF (VOO)$1,618.73.42%14.32%$90,593.90.04%
9iShares Russell 2000 ETF (IWM)$1,587.07.74%17.56%$47,045.50.20%
10Vanguard FTSE Developed Markets ETF (VEA)$1,534.1-1.60%7.25%$70,015.10.07%
11iShares Core S&P Mid-Cap ETF (IJH)$1,180.14.29%13.49%$47,208.80.07%
12Vanguard Information Technology Index Fund;ETF (VGT)$1,133.56.32%30.08%$20,369.10.10%
13iShares Russell 2000 Growth ETF (IWO)$1,133.37.21%21.86%$10,974.60.24%
14iShares Core S&P Total US Stock Market ETF (ITOT)$1,098.33.87%14.84%$14,506.90.03%
15iShares Core MSCI Total International Stock ETF (IXUS)$1,092.1-2.37%7.96%$10,085.20.10%
16iShares Edge MSCI USA Quality Factor ETF (QUAL)$1,030.41.31%14.16%$5,505.50.15%
17Schwab International Equity ETF (SCHF)$986.8-0.99%7.18%$15,538.20.06%
18Alps Alerian MLP ETF (AMLP)$912.010.81%-7.80%$10,112.70.85%
19iShares Russell 2000 Value ETF (IWN)$893.08.24%12.96%$10,491.60.24%
20iShares Russell 3000 ETF (IWV)$874.13.84%14.59%$9,332.30.20%

Largest outflows
Name/ticker3-month estimated net flows ($M)3-month return1-year returnNet assets ($M)Expense ratio*
1iShares MSCI Emerging Markets ETF (EEM)-$8,003.3-7.99%7.50%$30,999.5 0.69%
2SPDR S&P 500 ETF Trust (SPY)-$3,132.43.40%14.24%$259,299.9 0.10%
3iShares MSCI Eurozone ETF (EZU)-$3,077.8-2.57%5.65%$10,554.1 0.49%
4iShares MSCI EAFE ETF (EFA)-$2,558.5-1.01%6.77%$72,573.0 0.32%
5iShares MSCI Japan ETF (EWJ)-$2,080.7-2.21%10.13%$18,528.7 0.49%
6Vanguard European Stock Index Fund;ETF (VGK)-$1,436.7-1.55%5.60%$16,772.0 0.10%
7Vanguard Emerging Markets Stock Index Fund;ETF (VWO)-$1,176.4-9.11%6.27%$60,483.0 0.14%
8iShares MSCI EAFE Value ETF (EFV)-$1,120.5-2.46%4.14%$5,121.0 0.39%
9SPDR Gold Shares (GLD)-$1,067.9-5.64%0.26%$32,917.0 0.40%
10Financial Select Sector SPDR Fund (XLF)-$1,022.8-3.18%9.50%$29,715.8 0.13%
11WisdomTree Europe Hedged Equity Fund (HEDJ)-$876.53.41%4.83%$5,558.0 0.58%
12iShares Currency Hedged MSCI EAFE ETF (HEFA)-$738.13.10%6.92%$3,475.0 0.35%
13Health Care Select Sector SPDR Fund (XLV)-$663.53.06%6.80%$15,053.7 0.13%
14iShares MSCI Europe Financials ETF (EUFN)-$662.2-8.12%-2.42%$1,513.5 0.48%
15Industrial Select Sector SPDR Fund (XLI)-$605.6-3.21%7.04%$11,706.6 0.13%
16iShares MSCI Germany ETF (EWG)-$552.4-3.79%2.41%$3,468.3 0.49%
17iShares Russell 1000 Value ETF (IWD)-$552.41.13%6.60%$36,083.8 0.20%
18SPDR EURO STOXX 50 ETF (FEZ)-$523.7-2.04%3.86%$3,672.4 0.29%
19iShares S&P 100 ETF (OEF)-$517.83.69%14.05%$4,663.2 0.20%
20Vanguard Real Estate Index Fund;ETF (VNQ)-$514.78.83%2.29%$31,160.6 0.12%

New launches Ranked by average daily trading volume for Q2
Name/tickerClassification3-month average daily volumeExpense ratio*
1Goldman Sachs JUST US Large Cap Equity ETF (JUST)Large-Cap Core Funds544,1160.20%
2Communication Services Select Sector SPDR Fund (XLC)Telecommunication Funds451,4670.13%
3ALPS Clean Energy ETF (ACES)Global Natural Resources Funds298,2010.65%
4O'Shares Global Internet Giants ETF (OGIG)Global Science/Technology Funds195,7500.48%
5JPMorgan BetaBuilders Japan ETF (BBJP)Japanese Funds98,8120.19%
6JPMorgan BetaBuilders MSCI US REIT ETF (BBRE)Real Estate Funds67,5830.11%
7First Trust Dorsey Wright DALI 1 ETF (DALI)Flexible Portfolio Funds58,5340.92%
8JPMorgan BetaBuilders Europe ETF (BBEU)European Region Funds56,6610.09%
9Xtrackers Russell 1000 US QARP ETF (QARP)Large-Cap Core Funds44,1890.19%
10Amplify Advanced Battery Metals and Materials ETF (BATT)Basic Materials Funds39,0650.72%
11Amplify EASI Tactical Growth ETF (EASI)Flexible Portfolio Funds37,5120.75%

One-year anniversary Ranked by average daily trading volume for Q2
Name/ticker3-month average daily volume3-month return1-year returnNet assets ($M)Expense ratio*
1IQ Chaikin US Small Cap ETF (CSML)100,2364.84%12.72%$494.60 0.35%
2iShares MSCI Argentina and Global Exposure ETF (AGT)30,410-24.58%-8.32%$46.90 0.59%
3Alpha Architect Value Momentum Trend ETF (VMOT)27,090-1.41%16.00%$120.60 0.79%
4ClearBridge All Cap Growth ETF (CACG)19,4215.21%18.48%$68.30 0.53%
5Cambria Core Equity ETF (CCOR)16,668-2.31%-1.36%$80.60 1.05%
6GraniteShares Bloomberg Commodity Brd Str No K-1 (COMB)14,3140.29%7.19%N/A1.60%
7Cambria Tail Risk ETF (TAIL)14,039-4.43%-10.69%$24.50 0.59%
8FormulaFolios Hedged Growth ETF (FFHG)10,9632.82%12.87%$65.90 1.15%
9First Trust US Equity Dividend Select ETF (RNDV)10,6162.57%10.84%$4.30 0.50%
10Pacer Developed Markets International Cash Cws 100 (ICOW)10,366-1.31%11.53%$27.70 0.65%

Source: Lipper, a Thomson Reuters company. As of June 30. Excludes leveraged and inverse funds, and exchange-traded notes. *Most recently reported net prospectus expense ratio. N/A = Not available.

Latest News

No succession plan? No worries. Just practice in place
No succession plan? No worries. Just practice in place

While industry statistics pointing to a succession crisis can cause alarm, advisor-owners should be free to consider a middle path between staying solo and catching the surging wave of M&A.

Research highlights growing need for personalized retirement solutions as investors age
Research highlights growing need for personalized retirement solutions as investors age

New joint research by T. Rowe Price, MIT, and Stanford University finds more diverse asset allocations among older participants.

Advisor moves: RIA Farther hails Q2 recruiting record, Raymond James nabs $300M team from Edward Jones
Advisor moves: RIA Farther hails Q2 recruiting record, Raymond James nabs $300M team from Edward Jones

With its asset pipeline bursting past $13 billion, Farther is looking to build more momentum with three new managing directors.

Insured Retirement Institute urges Labor Department to retain annuity safe harbor
Insured Retirement Institute urges Labor Department to retain annuity safe harbor

A Department of Labor proposal to scrap a regulatory provision under ERISA could create uncertainty for fiduciaries, the trade association argues.

LPL Financial sticking to its guns with retaining 90% of Commonwealth's financial advisors
LPL Financial sticking to its guns with retaining 90% of Commonwealth's financial advisors

"We continue to feel confident about our ability to capture 90%," LPL CEO Rich Steinmeier told analysts during the firm's 2nd quarter earnings call.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.