Rankings of equity ETFs for the third quarter 2018
Which funds performed best, which saw the largest amount of outflows and how are new entrants doing?
Ranked by quarterly returns
| Name/ticker | 3-month return | 1-year return | assets ($M) | Expense ratio* | 3-month average daily volume | |
|---|---|---|---|---|---|---|
| 1 | ETFMG Alternative Harvest ETF (MJ) | 34.76% | 30.62% | N/A | 0.75% | 643,814 |
| 2 | SPDR S&P Aerospace & Defense ETF (XAR) | 14.94% | 25.89% | $1,646.50 | 0.35% | 19,278 |
| 3 | ARK Genomic Revolution Multi-Sector ETF (ARKG) | 14.81% | 30.88% | $338.80 | 0.75% | 154,025 |
| 4 | iShares MSCI Thailand ETF (THD) | 14.78% | 12.65% | $480.00 | 0.62% | 211,549 |
| 5 | Aberdeen Standard Physical Palladium Shares ETF (PALL) | 14.62% | 16.31% | $145.30 | 0.60% | 2,655 |
| 6 | Invesco Dynamic Software ETF (PSJ) | 14.50% | 40.50% | $304.50 | 0.63% | 28,958 |
| 7 | Health Care Select Sector SPDR Fund (XLV) | 14.46% | 18.08% | $19,608.60 | 0.13% | 6,139,773 |
| 8 | First Trust Health Care AlphaDEX Fund (FXH) | 14.36% | 25.78% | $1,319.30 | 0.62% | 80,287 |
| 9 | iShares US Healthcare ETF (IYH) | 14.24% | 19.37% | $2,384.40 | 0.43% | 59,254 |
| 10 | iShares US Healthcare Providers ETF (IHF) | 13.84% | 35.48% | $958.80 | 0.43% | 55,080 |
| 11 | Fidelity MSCI Health Care Index ETF (FHLC) | 13.69% | 19.95% | $1,487.30 | 0.08% | 177,166 |
| 12 | Vanguard Health Care Index Fund;ETF (VHT) | 13.68% | 19.99% | $8,984.90 | 0.10% | 190,269 |
| 13 | iShares Evolved US Healthcare Staples ETF (IEHS) | 13.65% | N/A | $6.00 | 0.18% | 1,021 |
| 14 | VanEck Vectors Biotech ETF (BBH) | 13.47% | 2.00% | $475.90 | 0.35% | 14,712 |
| 15 | iShares US Medical Devices ETF (IHI) | 13.44% | 36.55% | $3,183.40 | 0.43% | 106,020 |
| 16 | First Trust NYSE Arca Biotechnology Index Fund (FBT) | 13.16% | 27.79% | $3,121.90 | 0.56% | 272,606 |
| 17 | SPDR S&P Pharmaceuticals ETF (XPH) | 13.10% | 14.73% | $403.10 | 0.35% | 80,711 |
| 18 | First Trust Technology AlphaDEX Fund (FXL) | 13.09% | 32.70% | $2,302.20 | 0.63% | 189,577 |
| 19 | iShares US Aerospace & Defense ETF (ITA) | 12.96% | 22.95% | $6,115.30 | 0.43% | 213,425 |
| 20 | John Hancock Multifactor Health Care ETF (JHMH) | 12.96% | 19.82% | $65.00 | 0.50% | 8,345 |
| 21 | US Global Jets ETF (JETS) | 12.85% | 12.00% | $101.20 | 0.60% | 19,495 |
| 22 | Invesco DWA Healthcare Momentum ETF (PTH) | 12.81% | 46.00% | $453.80 | 0.60% | 33,053 |
| 23 | Invesco S&P 500 Eql Wght Health Care ETF (RYH) | 12.80% | 18.06% | $751.60 | 0.40% | 26,216 |
| 24 | Rex VolMAXX Short VIX Futures Strategy ETF (VMIN) | 12.58% | -87.73% | $10.00 | 3.46% | 57,244 |
| 25 | iShares Evolved US Innovative Healthcare ETF (IEIH) | 12.41% | N/A | $5.50 | 0.18% | 855 |
| 26 | iShares North American Tech-Software ETF (IGV) | 12.27% | 40.22% | $2,162.80 | 0.47% | 345,663 |
| 27 | SPDR S&P Software & Services ETF (XSW) | 12.26% | 38.89% | $140.70 | 0.35% | 3,174 |
| 28 | SPDR S&P Health Care Equipment ETF (XHE) | 12.22% | 41.12% | $803.10 | 0.35% | 17,993 |
| 29 | Invesco Aerospace & Defense ETF (PPA) | 12.15% | 20.44% | $1,051.30 | 0.60% | 49,984 |
| 30 | VanEck Vectors Oil Refiners ETF (CRAK) | 12.13% | 34.84% | $71.10 | 0.59% | 21,173 |
| 31 | Invesco Russell Midcap Pure Growth ETF (PXMG) | 12.13% | 41.79% | $327.80 | 0.39% | 8,449 |
| 32 | Vanguard Information Technology Index Fund;ETF (VGT) | 12.01% | 34.59% | $22,444.60 | 0.10% | 484,211 |
| 33 | Fidelity MSCI Telecommunications Services Idx ETF (FCOM) | 11.78% | 4.79% | $153.10 | 0.08% | 40,834 |
| 34 | iShares Global Healthcare ETF (IXJ) | 11.78% | 14.01% | $1,779.60 | 0.47% | 164,752 |
| 35 | iShares US Pharmaceuticals ETF (IHE) | 11.37% | 8.58% | $461.90 | 0.43% | 15,549 |
| 36 | Janus Henderson Small Cap Growth Alpha ETF (JSML) | 11.31% | 29.85% | $45.40 | 0.50% | 16,049 |
| 37 | VanEck Vectors Retail ETF (RTH) | 11.29% | 39.01% | $136.10 | 0.35% | 16,293 |
| 38 | SPDR S&P Internet ETF (XWEB) | 11.20% | 48.00% | $68.20 | 0.35% | 14,437 |
| 39 | iShares Nasdaq Biotechnology ETF (IBB) | 11.13% | 9.98% | $9,792.40 | 0.47% | 1,885,693 |
| 40 | Global X FinTech ETF (FINX) | 10.70% | 38.91% | $425.60 | 0.68% | 189,473 |
Largest inflows
| Name/ticker | 3-month estimated net flows | 3-month return | 1-year return | assets ($M) | Expense ratio* | |
|---|---|---|---|---|---|---|
| 1 | Vanguard 500 Index Fund;ETF (VOO) | $7,338.20 | 7.70% | 17.85% | $104,549.70 | 0.04% |
| 2 | iShares Core S&P 500 ETF (IVV) | $6,076.10 | 7.70% | 17.87% | $165,127.30 | 0.04% |
| 3 | iShares Core MSCI Emerging Markets ETF (IEMG) | $3,104.10 | -1.37% | -0.86% | $49,115.90 | 0.14% |
| 4 | Vanguard Value Index Fund;ETF (VTV) | $2,763.60 | 7.33% | 13.58% | $44,127.30 | 0.05% |
| 5 | Invesco QQQ Trust Series 1 (QQQ) | $2,724.40 | 8.55% | 28.61% | $74,104.40 | 0.20% |
| 6 | Vanguard Total Stock Market Index Fund;ETF (VTI) | $2,620.70 | 7.10% | 17.63% | $106,574.90 | 0.04% |
| 7 | SPDR S&P 500 ETF Trust (SPY) | $2,386.90 | 7.66% | 17.75% | $280,334.10 | 0.10% |
| 8 | Health Care Select Sector SPDR Fund (XLV) | $2,312.10 | 14.46% | 18.08% | $19,608.60 | 0.13% |
| 9 | iShares Core S&P Small-Cap ETF (IJR) | $2,106.70 | 4.75% | 19.11% | $46,942.30 | 0.07% |
| 10 | JPMorgan BetaBuilders Japan ETF (BBJP) | $1,903.30 | 3.71% | N/A | $1,972.40 | 0.19% |
| 11 | Communication Services Select Sector SPDR Fund (XLC) | $1,829.20 | -0.59% | N/A | $1,986.00 | 0.13% |
| 12 | iShares Core S&P Mid-Cap ETF (IJH) | $1,677.60 | 3.81% | 14.13% | $50,482.70 | 0.07% |
| 13 | Schwab US Large-Cap ETF (SCHX) | $1,524.60 | 7.53% | 17.93% | $15,134.80 | 0.03% |
| 14 | JPMorgan BetaBuilders Canada ETF (BBCA) | $1,498.10 | N/A | N/A | $1,494.50 | 0.19% |
| 15 | iShares Russell 2000 ETF (IWM) | $1,477.10 | 3.58% | 15.22% | $49,839.70 | 0.19% |
| 16 | Consumer Discretionary Select Sector SPDR Fund (XLY) | $1,452.50 | 7.57% | 31.63% | $16,265.80 | 0.13% |
| 17 | JPMorgan BetaBuilders Europe ETF (BBEU) | $1,365.30 | 1.04% | N/A | $1,360.90 | 0.09% |
| 18 | VanEck Vectors Gold Miners ETF (GDX) | $1,298.20 | -16.85% | -18.77% | $8,244.60 | 0.53% |
| 19 | First Trust NYSE Arca Biotechnology Index Fund (FBT) | $1,249.60 | 13.16% | 27.79% | $3,121.90 | 0.56% |
| 20 | iShares Core MSCI EAFE ETF (IEFA) | $1,192.50 | 1.07% | 3.11% | $59,311.00 | 0.08% |
Largest outflows
| Name/ticker | 3-month estimated net flows | 3-month return | 1-year return | assets ($M) | Expense ratio* | |
|---|---|---|---|---|---|---|
| 1 | SPDR Gold Shares (GLD) | -$2,967.20 | -5.15% | -7.84% | $28,323.10 | 0.40% |
| 2 | iShares MSCI EAFE ETF (EFA) | -$2,859.60 | 1.32% | 2.69% | $70,667.80 | 0.32% |
| 3 | iShares MSCI Japan ETF (EWJ) | -$2,398.70 | 3.61% | 9.82% | $16,732.90 | 0.49% |
| 4 | iShares MSCI Eurozone ETF (EZU) | -$1,419.80 | -0.17% | -2.35% | $9,138.70 | 0.49% |
| 5 | iShares Russell 1000 Growth ETF (IWF) | -$1,287.60 | 9.12% | 26.05% | $44,532.80 | 0.20% |
| 6 | iShares MSCI Brazil ETF (EWZ) | -$1,149.60 | 5.46% | -15.68% | $5,814.00 | 0.62% |
| 7 | Energy Select Sector SPDR Fund (XLE) | -$896.10 | 0.41% | 13.71% | $18,443.00 | 0.13% |
| 8 | Alps Alerian MLP ETF (AMLP) | -$867.40 | 6.79% | 2.50% | $9,731.30 | 0.85% |
| 9 | iShares Russell 3000 ETF (IWV) | -$834.20 | 7.07% | 17.37% | $9,038.80 | 0.20% |
| 10 | iShares MSCI EAFE Small-Cap ETF (SCZ) | -$742.50 | -0.83% | 3.51% | $10,203.10 | 0.40% |
| 11 | WisdomTree Japan Hedged Equity Fund (DXJ) | -$693.30 | 6.78% | 8.94% | $5,761.90 | 0.48% |
| 12 | Vanguard Emerging Markets Stock Index Fund;ETF (VWO) | -$599.20 | -1.74% | -3.10% | $58,177.40 | 0.14% |
| 13 | SPDR Dow Jones Industrial Average ETF Trust (DIA) | -$564.30 | 9.57% | 20.55% | $22,230.50 | 0.17% |
| 14 | SPDR EURO STOXX 50 ETF (FEZ) | -$538.60 | -0.20% | -4.45% | $3,133.30 | 0.29% |
| 15 | Vanguard FTSE Pacific Fund ETF (VPL) | -$471.20 | 1.75% | 7.07% | $4,180.50 | 0.10% |
| 16 | WisdomTree Europe Hedged Equity Fund (HEDJ) | -$465.70 | -0.01% | 0.61% | $5,098.30 | 0.58% |
| 17 | Invesco DB Commodity Index Tracking Fund (DBC) | -$449.20 | 1.47% | 16.63% | $2,595.50 | 0.85% |
| 18 | iShares Russell 2000 Value ETF (IWN) | -$433.10 | 1.58% | 9.20% | $10,135.60 | 0.24% |
| 19 | Invesco S&P Emerging Markets Low Volatility ETF (EELV) | -$425.60 | 5.11% | 7.03% | $267.20 | 0.29% |
| 20 | Xtrackers MSCI Europe Hedged Equity ETF (DBEU) | -$413.60 | 1.71% | 3.93% | $1,103.60 | 0.45% |
Top 10 new launches
Ranked by average daily trading volume for Q3
| Name/ticker | 3-month Classification | daily volume | Average expense ratio* | |
|---|---|---|---|---|
| 1 | JPMorgan BetaBuilders Canada ETF (BBCA) | International Large-Cap Core | 1,855,061 | 0.19% |
| 2 | JPMorgan BetaBuilders Developed Asia ex-Japan ETF (BBAX) | Pacific Ex Japan Funds | 763,532 | 0.19% |
| 3 | Perth Mint Physical Gold ETF (AAAU) | Commodities Precious Metals | 195,291 | 0.18% |
| 4 | John Hancock Multifactor Emerging Markets ETF (JHEM) | Emerging Markets Funds | 109,411 | 0.55% |
| 5 | Global X Adaptive US Factor ETF (AUSF) | Large-Cap Core Funds | 108,532 | 0.27% |
| 6 | Innovator IBD Breakout Opportunities ETF (BOUT) | Global Multi-Cap Growth | 50,504 | 0.80% |
| 7 | First Trust Dorsey Wright Momentum & Low Vol ETF (DVOL) | Large-Cap Core Funds | 45,541 | 0.60% |
| 8 | First Trust Dorsey Wright Momentum & Value ETF (DVLU) | Large-Cap Value Funds | 42,423 | 0.60% |
| 9 | First Trust Lunt US Factor Rotation ETF (FCTR) | Large-Cap Core Funds | 37,778 | 0.65% |
| 10 | Cambria Trinity ETF (TRTY) | Absolute Return Funds | 28,329 | 0.66% |
One-year anniversary
Ranked by average daily trading volume for Q3
| Name/ticker | 3-month estimated net flows | 3-month return | 1-year return | Net assets ($M) | Net ratio* | |
|---|---|---|---|---|---|---|
| 1 | Main Sector Rotation ETF (SECT) | $61,683 | 4% | 12.87% | $405.10 | 0.78% |
| 2 | AdvisorShares New Tech and Media ETF (FNG) | $22,742 | 6% | 5.87% | $34.80 | 0.85% |
| 3 | GraniteShares Gold Trust (BAR) | $18,495 | -5% | -7.65% | $279.60 | 0.20% |
| 4 | Anfield Capital Diversified Alternatives ETF (DALT) | $15,599 | 4% | 15.83% | $35.70 | 2.41% |
| 5 | Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) | $10,785 | 6% | 14.11% | $80.80 | 0.09% |
| 6 | PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) | $9,708 | 6% | 17.62% | $81.40 | 0.29% |
| 7 | Nationwide Risk-Based US Equity ETF (RBUS) | $9,552 | 5% | 12.32% | $115.80 | 0.30% |
| 8 | PIMCO RAFI Dynamic Multi-Factor Emerg Mkts Eq ETF (MFEM) | $9,124 | 2% | -0.17% | $367.40 | 0.49% |
| 9 | iShares Russell 2500 ETF (SMMD) | $7,669 | 5% | 16.12% | $14.30 | 0.15% |
| 10 | First Trust Dow 30 Equal Weight ETF (EDOW) | $7,613 | 10% | 18.78% | $5.90 | 0.50% |
As of Sept. 30. Excludes leveraged and inverse funds, and exchange-traded notes.*Most recently reported net prospectus expense ratio. N/A = not available.
Source: Lipper, a Thomson Reuters company
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