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Dividend ETF Momentum Screener

Best U.S. Dividend Paying ETFs List for Investment Strategies

See Stock Screener

Dividend ETF Screening SectorSurfer Style:

A "Buy List" is not directly generated by this ETF screener. Rather, it qualifies ETFs to participate as one of the dozen ETFs in a SectorSurfer Strategy. The Strategy's algorithm performs the final comparative analysis to determine which one, and only one, of them to own next month. Your job is to provide the algorithm with excellent ETF selection alternatives. 

This ETF screener targets dividend paying ETFs with > 1% annual dividend yield. Two check boxes are provided below to change the focus to include/exclude ETFs with > 1% in annual dividend yield or > $20M/day trading volume.

The ETF Rank column in the table below is a composite measure of trend quality, 3-yr relative price energy, and relative volatility. ETF Rank should be your primary dividend paying ETF screening method for SectorSurfer Strategies, although additional technical analysis columns are provided to help you select top ETFs according to your personal tastes — such as  a minimum dividend yield.

How to Select Top Dividend ETFs for Your Investment Strategies:

1) Do not focus on performance measures that are poorly correlated to near term price performance. P/E Ratio, and daily volume don't foretell next month's returns. Use ETF Rank as your primary ETF screening method.

2)
Secondarily, use the DivYield column as your dividend screener. Top dividend ETFs with a poor ETF Rank are less likely to produce the capital gains you expect when selling. A dividend screener should be used only for secondary qualification.

3) Although ETF Rank is already adjusted for relative volatility, which is a measure of the variability in results to expect, you may sleep better at night selecting dividend paying ETFs with lower volatility.

4) Finally, select a set of ETFs that aren't clones of one another to increase the likelihood that at least one will be doing well when the others are not.
Stock Screener Strategy Examples 

This is not an ETF buy-list. It's a ranking of ETFs likely qualified to be in a Strategy. See above.

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Dividend ETF Screener

(See Parameter Definitions Below Table)

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Chrome & FireFox are Fast, I.E. can be Quite Slow.

 > $20M/day Volume

 > 1% Dividend Yield

Total Qualified ETFs Listed: 689

5/23/2018 3:03:33 AM

Download CSV Spreadsheet File

Symbol Company Name ETF Rank TrendQual 3YrExcess Volatility Sig.  1YrRange Vol.$M/d DivYield
SP500 Standard & Poors 500 0.0 34% 0% 1.00
 
 
 
 
74% 5352.5 2.1%
BDCL 2xLeveraged Long E-TRACS Linked to Wells 5.8 24% 39% 1.94
 
 
 
 
33% 1.8 14.6%
MINC AdvisorShares Newfleet Multi-Sector Inco 0.2 23% 0% 0.16
 
 
 
 
14% 0.3 2.6%
FLRT AdvisorShares Pacific Asset Enhanced Flo 0.4 20% 1% 1.07
 
 
 
 
39% 0.1 3.9%
HYLD AdvisorShares Peritus High Yield ETF 6.3 47% 6% 0.63
 
 
 
 
86% 0.5 7.0%
HOLD AdvisorShares Sage Core Reserves ETF 0.0 -9% 0% 0.64
 
 
 
 
9% 0.1 1.7%
DIVA AGFiQ Hedged Dividend Income Fund 1.8 19% 7% 1.06
 
 
 
 
20% 0.0 11.1%
ENFR Alerian Energy Infrastructure ETF -1.6 -9% 25% 1.81
 
 
 
 
47% 0.2 3.2%
AMLP Alerian MLP ETF -2.6 -29% 17% 2.19
 
 
 
 
43% 124.7 7.9%
EDOG ALPS Emerging Sector Dividend Dogs ETF 1.3 11% 13% 1.47
 
 
 
 
8% 0.2 2.4%
EQL ALPS Equal Sector Weight ETF 0.9 36% 2% 0.92
 
 
 
 
60% 0.5 1.7%
GRI ALPS ETF Trust Cohen&Steers Global Realt -1.4 -29% 3% 1.01
 
 
 
 
38% 0.1 2.1%
IDOG ALPS International Sector Dividend Dogs 3.3 39% 7% 1.24
 
 
 
 
63% 0.4 4.5%
SDOG ALPS Sector Dividend Dogs ETF 3.5 26% 10% 1.10
 
 
 
 
42% 8.3 3.8%
GYLD Arrow Dow Jones Global Yield ETF 1.4 13% 8% 1.04
 
 
 
 
19% 0.1 7.9%
ATMP Barclays ETN+ Select MLP ETN -3.2 -24% 26% 2.24
 
 
 
 
53% 0.3 5.0%
ADRD BLDRS Developed Markets 100 ADS Index Fu 1.4 36% 3% 1.22
 
 
 
 
56% 0.0 2.8%
ADRU BLDRS Europe 100 ADS Index Fund 0.5 8% 5% 1.23
 
 
 
 
53% 0.1 2.7%
FYLD Cambria Foreign Shareholder Yield ETF 5.1 39% 10% 1.13
 
 
 
 
85% 0.1 2.5%
GAA Cambria Global Asset Allocation ETF 1.0 35% 1% 0.54
 
 
 
 
60% 0.4 1.2%
GMOM Cambria Global Momentum ETF 1.5 39% 2% 0.70
 
 
 
 
68% 0.1 1.9%
GVAL Cambria Global Value ETF 10.4 44% 20% 1.24
 
 
 
 
43% 0.5 1.6%
SYLD Cambria Shareholder Yield ETF 3.1 28% 8% 1.06
 
 
 
 
76% 0.3 1.1%
GCE Claymore CEF Index Linked GS Connected I 0.9 18% 8% 1.97
 
 
 
 
43% 0.0 5.8%
BBRC Columbia Beyond BRICs ETF 4.6 28% 15% 1.29
 
 
 
 
45% 0.0 2.7%
XLY Consumer Discretionary Select Sector SPD 4.4 32% 10% 1.07
 
 
 
 
80% 314.2 1.2%
XLP Consumer Staples Select Sector SPDR ETF -2.7 -27% 6% 0.91
 
 
 
 
9% 465.5 2.4%
GLDI Credit Suisse X-Links Gold Shares Covere -1.6 -19% 4% 0.76
 
 
 
 
26% 0.2 8.7%
SLVO Credit Suisse X-Links Silver Shares Cove -5.4 -57% 9% 1.30
 
 
 
 
26% 0.1 8.9%
FXA CurrencyShares Australian Dollar Trust -3.4 -56% 3% 0.75
 
 
 
 
27% 1.7 1.1%
HYIH Deutsche X-trackers High Yield Corporate 1.8 36% 3% 0.71
 
 
 
 
53% 0.0 10.6%
IGIH Deutsche X-trackers Investment Grade Bon 0.1 11% 1% 0.66
 
 
 
 
40% 0.0 3.3%
DHVW Diamond Hill Valuation-Weighted 500 ETF 1.0 21% 3% 1.00
 
 
 
 
74% 0.3 1.6%
BRZU Direxion Daily Brazil Bull 3X Shares 0.3 3% 251% 7.86
 
 
 
 
24% 37.9 3.6%
DZK Direxion Daily Developed Markets Bull 3x 6.6 49% 57% 3.43
 
 
 
 
53% 0.2 3.0%
EDC Direxion Daily Emerging Markets Bull 3x 8.4 49% 118% 4.43
 
 
 
 
35% 20.3 1.7%
ERX Direxion Daily Energy Bull 3x Shares 4.7 42% 94% 4.93
 
 
 
 
87% 95.9 2.1%
YINN Direxion Daily FTSE China Bull 3X Shares 4.7 41% 112% 5.30
 
 
 
 
42% 19.2 4.3%
EURL Direxion Daily FTSE Europe Bull 3x Share 4.0 31% 62% 3.68
 
 
 
 
53% 0.8 1.5%
DRN Direxion Daily Real Estate Bull 3x Share -7.4 -61% 51% 3.39
 
 
 
 
33% 0.8 4.7%
RETL Direxion Daily Retail Bull 3x Shares -0.1 -1% 70% 3.94
 
 
 
 
58% 0.4 1.5%
RUSL Direxion Daily Russia Bull 3x Shares 1.5 13% 147% 6.28
 
 
 
 
37% 13.0 6.2%
SMLL Direxion Daily Small Cap Bull 2X Shares 1.9 16% 93% 4.80
 
 
 
 
100% 0.0 1.9%
KORU Direxion Daily South Korea Bull 3X Share 8.4 50% 126% 4.63
 
 
 
 
37% 1.0 1.6%
SPUU Direxion Daily S&P 500 Bull 2X Shares 3.7 17% 36% 1.99
 
 
 
 
63% 0.3 3.4%
SPXL Direxion Daily S&P 500 Bull 3X Shares 4.5 21% 72% 2.98
 
 
 
 
56% 107.7 1.0%
ZMLP Direxion Zacks MLP High Income Index Sha -5.0 -45% 20% 2.10
 
 
 
 
38% 0.1 10.4%
XLE Energy Select Sector SPDR ETF 3.5 26% 17% 1.65
 
 
 
 
91% 1280.2 2.4%
AMU ETRACS Alerian MLP Index ETN -5.0 -53% 18% 2.15
 
 
 
 
49% 1.9 7.4%
DVYL ETRACS Monthly Pay 2xLeveraged Dow Jones 9.4 38% 36% 1.84
 
 
 
 
58% 0.1 3.6%
MORL ETRACS Monthly Pay 2xLeveraged Mortgage 7.9 28% 56% 2.22
 
 
 
 
41% 2.6 6.3%
FCOR Fidelity Corporate Bond ETF 0.2 12% 1% 0.36
 
 
 
 
6% 0.3 3.5%
FLTB Fidelity Limited Term Bond ETF -0.1 -5% 0% 0.17
 
 
 
 
5% 0.4 2.8%
FDIS Fidelity MSCI Consumer Discretionary Ind 2.3 22% 7% 1.06
 
 
 
 
78% 2.3 1.1%
FSTA Fidelity MSCI Consumer Staples Index ETF -1.7 -21% 5% 0.89
 
 
 
 
9% 1.1 3.1%
FENY Fidelity MSCI Energy Index ETF 4.2 34% 16% 1.69
 
 
 
 
91% 8.2 2.1%
FNCL Fidelity MSCI Financials Index ETF 7.6 33% 20% 1.26
 
 
 
 
77% 6.8 1.8%
FHLC Fidelity MSCI Health Care Index ETF -0.4 -5% 7% 1.19
 
 
 
 
57% 7.2 1.3%
FIDU Fidelity MSCI Industrials Index ETF 4.6 38% 9% 1.10
 
 
 
 
64% 2.5 1.6%
FMAT Fidelity MSCI Materials Index ETF 3.8 25% 14% 1.27
 
 
 
 
64% 1.3 1.7%
FREL Fidelity MSCI Real Estate Index ETF -3.0 -29% 7% 1.08
 
 
 
 
41% 1.6 4.5%
FCOM Fidelity MSCI Telecommunication Services 2.5 18% 12% 1.20
 
 
 
 
14% 0.5 3.5%
FUTY Fidelity MSCI Utilities Index ETF 5.2 24% 16% 1.06
 
 
 
 
28% 1.8 3.3%
FBND Fidelity Total Bond ETF 0.1 13% 0% 0.27
 
 
 
 
7% 1.0 3.1%
XLF Financial Select Sector SPDR ETF 7.4 32% 21% 1.33
 
 
 
 
72% 1493.3 1.5%
FTHI First Trust BuyWrite Income ETF -0.3 -10% 3% 1.23
 
 
 
 
48% 0.3 4.3%
FTCS First Trust Capital Strength ETF 1.6 23% 4% 0.93
 
 
 
 
65% 5.2 1.1%
IFV First Trust Dorsey Wright International 2.7 25% 10% 1.31
 
 
 
 
61% 1.9 3.1%
FGD First Trust Dow Jones Global Select Divi 1.3 29% 3% 1.13
 
 
 
 
49% 2.6 1.6%
FEMB First Trust Emerging Markets Local Curre 0.9 13% 5% 1.07
 
 
 
 
3% 2.0 5.3%
FEMS First Trust Emerging Markets Small Cap A 9.8 34% 34% 1.59
 
 
 
 
49% 1.5 1.8%
FTSM First Trust Enhanced Short Maturity ETF 0.2 21% 0% 0.12
 
 
 
 
29% 25.6 2.1%
MDIV First Trust ETF VI Multi-Asset Diversifi 0.4 7% 3% 0.77
 
 
 
 
37% 1.4 7.8%
TDIV First Trust ETF VI NASDAQ Technology Div 5.8 35% 13% 1.17
 
 
 
 
74% 3.3 2.4%
FXO First Trust Financials AlphaDEX Fund 2.7 20% 10% 1.10
 
 
 
 
85% 3.9 1.2%
FAN First Trust Global Wind Energy ETF 3.0 15% 17% 1.29
 
 
 
 
95% 2.7 1.1%
FTLB First Trust Hedged BuyWrite Income ETF -0.1 -3% 4% 1.46
 
 
 
 
50% 0.0 3.0%
FTRI First Trust Index Global Natural Resourc -0.4 -7% 10% 1.96
 
 
 
 
97% 0.1 1.8%
LMBS First Trust Low Duration Opportunities E 2.4 41% 2% 0.19
 
 
 
 
4% 9.3 2.8%
FMB First Trust Managed Municipal ETF 1.0 16% 2% 0.28
 
 
 
 
15% 1.5 2.6%
FDL First Trust Morningstar Dividend Leaders 6.0 42% 8% 0.86
 
 
 
 
34% 3.3 3.2%
CARZ First Trust NASDAQ Global Auto Index Fun 2.9 30% 10% 1.38
 
 
 
 
60% 0.1 2.6%
FONE First Trust NASDAQ Smartphone Index Fund 9.2 53% 16% 1.36
 
 
 
 
43% 0.0 4.1%
EMLP First Trust North American Energy Infras 0.8 5% 13% 1.23
 
 
 
 
31% 7.9 4.2%
FPE First Trust Preferred Securities&Income 2.0 41% 2% 0.27
 
 
 
 
4% 14.4 5.8%
QINC First Trust RBA Quality Income ETF 2.1 26% 5% 0.89
 
 
 
 
34% 0.1 1.8%
RDVY First Trust Rising Dividend Achievers ET 9.1 52% 14% 1.16
 
 
 
 
71% 3.6 1.3%
FTSL First Trust Senior Loan Fund ETF 0.8 30% 1% 0.15
 
 
 
 
10% 6.7 4.0%
FDD First Trust STOXX European Select Divide 2.7 34% 6% 1.19
 
 
 
 
78% 1.7 1.5%
FDIV First Trust Strategic Income ETF 0.9 27% 3% 1.17
 
 
 
 
34% 1.4 4.9%
HYLS First Trust Tactical High Yield ETF 0.5 34% 1% 0.34
 
 
 
 
1% 4.5 5.1%
FXU First Trust Utilities AlphaDEX Fund 1.7 10% 12% 1.04
 
 
 
 
37% 1.1 2.0%
FVD First Trust Value Line Dividend Index Fu 3.7 38% 6% 0.83
 
 
 
 
42% 15.0 1.8%
SKOR FlexShares Credit-Scored U.S. Corporate 0.2 8% 1% 0.30
 
 
 
 
7% 0.2 2.6%
GUNR FlexShares Global Upstream Natural Resou 7.0 34% 21% 1.41
 
 
 
 
95% 10.7 1.9%
TDTT FlexShares iBoxx 3-Year Target Duration 0.0 3% 0% 0.14
 
 
 
 
13% 3.0 5.5%
TDTF FlexShares iBoxx 5-Year Target Duration 0.0 -2% 1% 0.25
 
 
 
 
8% 1.2 5.6%
IQDE FlexShares International Quality Dividen 1.6 19% 6% 1.06
 
 
 
 
28% 0.2 1.6%
IQDY FlexShares International Quality Dividen 3.5 35% 8% 1.23
 
 
 
 
50% 0.0 1.6%
IQDF FlexShares International Quality Dividen 3.1 33% 7% 1.13
 
 
 
 
38% 1.5 1.6%
TILT FlexShares Morningstar U.S. Market Facto 2.8 42% 5% 1.03
 
 
 
 
75% 1.1 1.2%
QDEF FlexShares Quality Dividend Defensive In 1.2 35% 2% 0.91
 
 
 
 
70% 0.4 1.6%
QDYN FlexShares Quality Dividend Dynamic Inde 2.8 38% 5% 1.02
 
 
 
 
68% 0.1 1.6%
QDF FlexShares Quality Dividend Index Fund 1.8 37% 3% 0.95
 
 
 
 
70% 3.0 1.6%
RAVI FlexShares Ready Access Variable Income 0.2 18% 0% 0.09
 
 
 
 
93% 0.5 2.0%
NFRA FlexShares STOXX Global Broad Infrastruc 0.0 0% 4% 0.94
 
 
 
 
29% 0.5 1.6%
FTSD Franklin Liberty Short Duration U.S. Gov 0.0 7% 0% 0.16
 
 
 
 
31% 0.7 2.1%
CHIE Global X China Energy ETF 1.3 26% 9% 2.14
 
 
 
 
88% 0.1 3.1%
CHIX Global X China Financials ETF 6.7 38% 27% 1.88
 
 
 
 
63% 1.0 1.8%
CHIM Global X China Materials ETF 5.7 33% 47% 2.70
 
 
 
 
70% 0.0 1.1%
COPX Global X Copper Miners ETF 1.9 7% 78% 2.70
 
 
 
 
82% 2.7 1.6%
GOEX Global X Gold Explorers ETF -5.7 -21% 96% 3.08
 
 
 
 
57% 0.0 35.1%
EFFE Global X JPMorgan Efficiente Index ETF 1.0 41% 1% 0.71
 
 
 
 
61% 0.0 2.6%
SCTO Global X JPMorgan US Sector Rotator Inde 0.0 31% 0% 0.84
 
 
 
 
47% 0.0 1.5%
LIT Global X Lithium&Battery Tech ETF 10.8 28% 48% 1.63
 
 
 
 
45% 14.0 3.7%
MLPX Global X MLP&Energy Infrastructure ETF -1.6 -11% 26% 2.12
 
 
 
 
50% 1.5 4.8%
MLPA Global X MLP ETF -3.5 -34% 20% 2.19
 
 
 
 
39% 5.8 8.2%
GXG Global X MSCI Colombia ETF 3.8 22% 24% 1.81
 
 
 
 
55% 1.6 1.7%
GREK Global X MSCI Greece ETF -2.4 -19% 40% 2.90
 
 
 
 
37% 19.7 2.3%
NORW Global X MSCI Norway ETF 8.7 49% 22% 1.64
 
 
 
 
97% 0.3 2.6%
PAK Global X MSCI Pakistan ETF 5.6 23% 23% 1.37
 
 
 
 
9% 4.3 3.7%
PGAL Global X MSCI Portugal ETF 5.1 30% 19% 1.56
 
 
 
 
90% 0.1 2.8%
QQQC Global X NASDAQ China Technology ETF -1.8 -10% 34% 2.12
 
 
 
 
58% 0.7 2.3%
EMFM Global X Next Emerging&Frontier ETF 3.0 17% 18% 1.46
 
 
 
 
37% 0.1 1.8%
SCIX Global X Scientific Beta Asia ex-Japan E 3.1 30% 8% 1.19
 
 
 
 
67% 0.0 4.3%
SCID Global X Scientific Beta Europe ETF 4.0 31% 11% 1.27
 
 
 
 
69% 0.0 4.9%
SCIU Global X Scientific Beta US ETF 0.8 37% 1% 0.93
 
 
 
 
77% 0.6 1.5%
SDIV Global X SuperDividend ETF 1.5 18% 6% 1.04
 
 
 
 
35% 4.3 7.3%
DIV Global X SuperDividend U.S. ETF 0.3 8% 2% 0.83
 
 
 
 
37% 1.4 6.4%
SPFF Global X SuperIncome Preferred ETF -0.4 -26% 1% 0.50
 
 
 
 
8% 0.5 7.2%
URA Global X Uranium ETF -21.6 -138% 33% 2.31
 
 
 
 
36% 8.1 2.3%
HIPS GraniteShares HIPS US High Income ETF 3.7 25% 13% 1.25
 
 
 
 
39% 0.0 7.6%
RODM Hartford Multifactor Developed Markets ( 4.0 44% 7% 1.10
 
 
 
 
70% 4.1 2.1%
ROAM Hartford Multifactor Emerging Markets ET 3.4 25% 13% 1.32
 
 
 
 
29% 0.2 2.1%
ROGS Hartford Multifactor Global Small Cap ET 4.3 40% 7% 1.01
 
 
 
 
85% 0.1 2.7%
ROUS Hartford Multifactor US Equity ETF 3.0 40% 5% 1.00
 
 
 
 
76% 0.2 1.2%
XLV Health Care Select Sector SPDR ETF -0.4 -5% 6% 1.16
 
 
 
 
48% 476.8 1.4%
QYLD Horizons NASDAQ-100 Covered Call ETF 4.1 36% 7% 0.88
 
 
 
 
69% 2.9 11.4%
HSPX Horizons S&P 500 Covered Call ETF 0.0 11% 0% 0.90
 
 
 
 
56% 0.3 5.9%
XLI Industrial Select Sector SPDR ETF 3.3 27% 9% 1.11
 
 
 
 
62% 644.5 1.6%
AMZA InfraCap MLP ETF -3.3 -34% 32% 2.98
 
 
 
 
28% 7.7 17.2%
YDIV International Multi-Asset Diversified In 0.0 0% 8% 1.34
 
 
 
 
19% 0.0 7.7%
IMLP iPath S&P MLP ETN -3.9 -38% 21% 2.26
 
 
 
 
57% 0.0 6.2%
QMN IQ Hedge Market Neutral Tracker ETF 0.0 -6% 0% 0.28
 
 
 
 
56% 0.0 1.4%
CPI IQ Real Return ETF 0.0 11% 0% 0.27
 
 
 
 
71% 0.1 1.1%
ROOF IQ US Real Estate Small Cap ETF -0.6 -5% 10% 1.17
 
 
 
 
46% 0.2 2.9%
SHYG iShares 0-5 Year High Yield Corporate Bo 1.5 36% 2% 0.34
 
 
 
 
41% 17.2 5.3%
SLQD iShares 0-5 Year Investment Grade Corpor 0.0 9% 0% 0.14
 
 
 
 
6% 3.4 2.3%
STIP iShares 0-5 Year TIPS Bond ETF 0.0 2% 0% 0.11
 
 
 
 
11% 6.0 4.9%
CLY iShares 10+ Year Credit Bond ETF 0.3 4% 4% 0.57
 
 
 
 
5% 1.5 4.3%
CSJ iShares 1-3 Year Credit Bond ETF 0.1 9% 0% 0.07
 
 
 
 
6% 35.1 2.0%
ISHG iShares 1-3 Year International Treasury 0.7 8% 4% 0.57
 
 
 
 
36% 1.7 5.6%
SHY iShares 1-3 Year Treasury Bond ETF -0.1 -4% 0% 0.07
 
 
 
 
5% 64.2 1.5%
TLT iShares 20+ Year Treasury Bond ETF -2.5 -14% 11% 0.91
 
 
 
 
7% 544.9 2.7%
IEI iShares 3-7 Year Treasury Bond ETF -0.3 -5% 2% 0.21
 
 
 
 
5% 33.8 1.9%
IEF iShares 7-10 Year Treasury Bond ETF -0.8 -8% 4% 0.39
 
 
 
 
5% 193.0 2.3%
TLH iShares 10-20 Year Treasury Bond ETF -1.8 -15% 5% 0.51
 
 
 
 
6% 1.7 2.2%
QLTA iShares AAA-A Rated Corporate Bond ETF 0.3 8% 1% 0.31
 
 
 
 
8% 0.1 3.1%
AGZ iShares Agency Bond ETF 0.1 2% 1% 0.17
 
 
 
 
3% 1.4 2.0%
AIA iShares Asia 50 ETF 15.1 56% 27% 1.40
 
 
 
 
68% 3.7 2.3%
DVYA iShares Asia/Pacific Dividend ETF 3.4 21% 14% 1.24
 
 
 
 
19% 0.0 5.0%
CMF iShares California Muni Bond ETF 0.0 0% 3% 0.23
 
 
 
 
20% 3.4 2.1%
FXI iShares China Large-Cap ETF 6.3 43% 20% 1.78
 
 
 
 
59% 694.1 1.8%
CMBS iShares CMBS ETF 0.1 3% 1% 0.32
 
 
 
 
9% 0.5 2.7%
ICF iShares Cohen&Steers REIT ETF -1.5 -14% 8% 1.17
 
 
 
 
34% 6.3 3.3%
COMT iShares Commodities Select Strategy ETF 5.7 35% 15% 1.34
 
 
 
 
97% 2.2 1.1%
ILTB iShares Core 10+ Year USD Bond ETF 0.0 0% 5% 0.63
 
 
 
 
4% 2.5 3.9%
ISTB iShares Core 1-5 Year USD Bond ETF 0.0 2% 0% 0.12
 
 
 
 
5% 5.8 2.5%
AOA iShares Core Aggressive Allocation ETF 1.0 41% 1% 0.82
 
 
 
 
55% 1.5 1.1%
AOK iShares Core Conservative Allocation ETF 0.0 24% 0% 0.35
 
 
 
 
30% 1.2 1.7%
DGRO iShares Core Dividend Growth ETF 1.9 36% 3% 0.93
 
 
 
 
61% 47.7 2.2%
AOR iShares Core Growth Allocation ETF 0.2 35% 0% 0.61
 
 
 
 
48% 3.6 1.4%
HDV iShares Core High Dividend ETF 3.2 37% 5% 0.87
 
 
 
 
25% 23.1 3.8%
AOM iShares Core Moderate Allocation ETF 0.0 28% 0% 0.44
 
 
 
 
40% 3.4 1.8%
IEFA iShares Core MSCI EAFE ETF 4.4 50% 7% 1.13
 
 
 
 
69% 221.0 2.2%
IEMG iShares Core MSCI Emerging Markets ETF 8.6 45% 20% 1.43
 
 
 
 
52% 495.5 3.5%
IEUR iShares Core MSCI Europe ETF 1.6 16% 9% 1.23
 
 
 
 
67% 11.4 2.1%
IPAC iShares Core MSCI Pacific ETF 3.3 49% 5% 1.12
 
 
 
 
69% 1.6 3.8%
IXUS iShares Core MSCI Total International St 4.4 45% 7% 1.13
 
 
 
 
64% 29.9 2.4%
IVV iShares Core S&P 500 ETF 0.0 26% 0% 1.00
 
 
 
 
70% 525.7 1.8%
IJH iShares Core S&P Mid-Cap ETF 4.4 42% 8% 1.08
 
 
 
 
84% 202.9 1.4%
IJR iShares Core S&P Small-Cap ETF 8.2 46% 14% 1.20
 
 
 
 
94% 234.1 1.2%
ITOT iShares Core S&P Total U.S. Stock Market 0.4 23% 1% 1.00
 
 
 
 
74% 38.7 1.6%
IUSG iShares Core S&P U.S. Growth ETF 2.6 32% 6% 1.04
 
 
 
 
85% 13.7 1.1%
IUSV iShares Core S&P U.S. Value ETF 2.5 38% 5% 1.01
 
 
 
 
52% 14.7 2.3%
IUSB iShares Core Total USD Bond Market ETF 0.0 2% 1% 0.24
 
 
 
 
6% 5.9 3.0%
AGG iShares Core U.S. Aggregate Bond ETF -0.2 -6% 1% 0.23
 
 
 
 
5% 234.3 2.7%
USRT iShares Core U.S. REIT ETF -3.0 -29% 8% 1.13
 
 
 
 
38% 4.2 4.1%
HEFA iShares Currency Hedged MSCI EAFE ETF 2.8 42% 5% 1.20
 
 
 
 
94% 12.8 2.0%
HEEM iShares Currency Hedged MSCI Emerging Ma 6.3 49% 11% 1.22
 
 
 
 
58% 0.5 3.1%
HEWJ iShares Currency Hedged MSCI Japan ETF 3.9 37% 14% 1.67
 
 
 
 
74% 25.7 1.2%
IYY iShares Dow Jones U.S. ETF 0.2 21% 1% 0.99
 
 
 
 
73% 1.2 1.5%
IMTM iShares Edge MSCI Intl Momentum Factor E 1.6 26% 6% 1.33
 
 
 
 
69% 1.6 1.4%
IQLT iShares Edge MSCI Intl Quality Factor ET 1.3 20% 5% 1.22
 
 
 
 
77% 0.9 1.1%
AXJV iShares Edge MSCI Min Vol Asia ex Japan 2.9 26% 8% 1.05
 
 
 
 
71% 0.0 4.5%
EFAV iShares Edge MSCI Min Vol EAFE ETF 1.3 14% 5% 0.87
 
 
 
 
71% 26.5 1.1%
EEMV iShares Edge MSCI Min Vol Emerging Marke 2.6 23% 8% 1.10
 
 
 
 
56% 8.0 3.3%
EUMV iShares Edge MSCI Min Vol Europe ETF 0.5 4% 8% 1.04
 
 
 
 
64% 0.2 2.2%
ACWV iShares Edge MSCI Min Vol Global ETF 1.3 18% 4% 0.76
 
 
 
 
55% 4.9 2.1%
JPMV iShares Edge MSCI Min Vol Japan ETF 3.0 48% 4% 1.03
 
 
 
 
75% 0.1 1.3%
USMV iShares Edge MSCI Min Vol USA ETF 2.6 32% 5% 0.81
 
 
 
 
56% 56.6 1.8%
ACWF iShares Edge MSCI Multifactor Global ETF 4.8 52% 7% 1.19
 
 
 
 
64% 0.2 2.3%
INTF iShares Edge MSCI Multifactor Intl ETF 3.5 38% 7% 1.14
 
 
 
 
74% 3.1 3.5%
ISCF iShares Edge MSCI Multifactor Intl Small 4.5 27% 13% 1.15
 
 
 
 
80% 0.8 2.3%
LRGF iShares Edge MSCI Multifactor USA ETF 1.9 31% 4% 1.00
 
 
 
 
76% 2.7 1.5%
QUAL iShares Edge MSCI USA Quality Factor ETF 1.1 26% 3% 0.98
 
 
 
 
70% 16.9 1.8%
SIZE iShares Edge MSCI USA Size Factor ETF 0.7 26% 2% 0.94
 
 
 
 
65% 0.1 1.5%
VLUE iShares Edge MSCI USA Value Factor ETF 5.5 50% 8% 1.09
 
 
 
 
74% 17.2 2.2%
CEMB iShares Emerging Markets Corporate Bond 1.3 19% 3% 0.50
 
 
 
 
8% 0.2 4.3%
DVYE iShares Emerging Markets Dividend ETF 8.3 37% 22% 1.41
 
 
 
 
31% 1.3 1.5%
EMHY iShares Emerging Markets High Yield Bond 2.9 29% 4% 0.46
 
 
 
 
9% 1.5 4.7%
IEV iShares Europe ETF 1.5 16% 8% 1.24
 
 
 
 
62% 12.7 1.3%
XT iShares Exponential Technologies ETF 9.6 47% 15% 1.12
 
 
 
 
79% 3.8 1.1%
FLOT iShares Floating Rate Bond ETF 0.2 20% 0% 0.06
 
 
 
 
74% 65.3 2.1%
IOO iShares Global 100 ETF 2.5 47% 4% 1.05
 
 
 
 
71% 1.4 3.4%
ICLN iShares Global Clean Energy ETF -1.0 -15% 7% 1.56
 
 
 
 
97% 1.3 1.8%
RXI iShares Global Consumer Discretionary ET 1.3 20% 5% 1.06
 
 
 
 
81% 0.9 1.1%
KXI iShares Global Consumer Staples ETF -1.3 -15% 5% 0.88
 
 
 
 
8% 2.2 4.8%
IXC iShares Global Energy ETF 3.4 24% 17% 1.59
 
 
 
 
94% 12.7 2.9%
IXG iShares Global Financials ETF 7.1 43% 14% 1.27
 
 
 
 
61% 4.4 1.9%
IXJ iShares Global Healthcare ETF -0.7 -11% 4% 1.08
 
 
 
 
44% 5.0 2.3%
GHYG iShares Global High Yield Corporate Bond 1.5 32% 2% 0.54
 
 
 
 
7% 3.9 4.6%
EXI iShares Global Industrials ETF 3.3 39% 6% 1.05
 
 
 
 
60% 1.9 1.2%
IGF iShares Global Infrastructure ETF -0.2 -1% 11% 1.00
 
 
 
 
30% 5.0 2.8%
MXI iShares Global Materials ETF 5.7 27% 19% 1.32
 
 
 
 
78% 1.3 1.3%
REET iShares Global REIT ETF -3.4 -39% 6% 0.99
 
 
 
 
45% 3.4 4.1%
IXP iShares Global Telecom ETF -1.2 -38% 2% 1.00
 
 
 
 
10% 1.2 3.7%
JXI iShares Global Utilities ETF -1.7 -11% 10% 0.95
 
 
 
 
44% 0.7 3.5%
GNMA iShares GNMA Bond ETF 0.2 4% 1% 0.27
 
 
 
 
6% 0.4 2.7%
GBF iShares Government/Credit Bond ETF -0.2 -4% 1% 0.27
 
 
 
 
2% 0.1 2.5%
IBDH iShares iBonds Dec 2018 Term Corporate E 0.2 21% 0% 0.14
 
 
 
 
12% 1.3 1.7%
IBDK iShares iBonds Dec 2019 Term Corporate E 0.2 13% 1% 0.19
 
 
 
 
20% 3.3 2.0%
IBDL iShares iBonds Dec 2020 Term Corporate E 0.2 14% 0% 0.21
 
 
 
 
10% 4.4 2.3%
IBDM iShares iBonds Dec 2021 Term Corporate E 0.1 9% 0% 0.26
 
 
 
 
7% 2.2 2.5%
IBDN iShares iBonds Dec 2022 Term Corporate E 0.2 11% 1% 0.31
 
 
 
 
6% 2.0 2.8%
IBDO iShares iBonds Dec 2023 Term Corporate E 0.6 24% 1% 0.37
 
 
 
 
7% 1.4 3.0%
IBDP iShares iBonds Dec 2024 Term Corporate E 0.2 7% 1% 0.38
 
 
 
 
6% 1.5 3.1%
IBDQ iShares iBonds Dec 2025 Term Corporate E 0.3 10% 1% 0.43
 
 
 
 
6% 1.2 3.4%
IBDC iShares iBonds Mar 2020 Term Corporate E 0.2 10% 1% 0.32
 
 
 
 
14% 0.5 2.1%
IBCD iShares iBonds Mar 2020 Term Corporate e 0.2 12% 1% 0.44
 
 
 
 
12% 0.1 1.8%
IBDD iShares iBonds Mar 2023 Term Corporate E 0.2 11% 1% 0.51
 
 
 
 
4% 0.1 3.0%
IBCE iShares iBonds Mar 2023 Term Corporate e 0.0 0% 1% 0.43
 
 
 
 
1% 0.0 2.8%
IBMH iShares iBonds Sep 2019 Term Muni Bond E -0.1 -2% 2% 0.17
 
 
 
 
55% 2.1 1.1%
IBMI iShares iBonds Sep 2020 Term Muni Bond E 0.2 3% 2% 0.16
 
 
 
 
12% 1.8 1.1%
HYG iShares iBoxx $ High Yield Corporate Bon 1.3 30% 2% 0.49
 
 
 
 
30% 531.9 5.1%
LQD iShares iBoxx $ Investment Grade Corpora 0.0 -1% 1% 0.36
 
 
 
 
6% 357.5 3.5%
LQDH iShares Interest Rate Hedged Corporate B 0.2 26% 0% 0.30
 
 
 
 
49% 7.6 3.0%
HYGH iShares Interest Rate Hedged High Yield 2.2 42% 2% 0.58
 
 
 
 
77% 1.2 5.6%
CIU iShares Intermediate Credit Bond ETF 0.1 5% 0% 0.18
 
 
 
 
6% 21.8 2.7%
GVI iShares Intermediate Government/Credit B -0.1 -5% 1% 0.17
 
 
 
 
5% 5.4 2.1%
WPS iShares International Developed Property 1.3 13% 6% 0.99
 
 
 
 
52% 0.1 2.2%
IPFF iShares International Preferred Stock ET -1.5 -10% 11% 1.08
 
 
 
 
49% 0.3 4.0%
IDV iShares International Select Dividend ET 2.8 34% 7% 1.19
 
 
 
 
51% 23.8 3.5%
EMB iShares J.P. Morgan USD Emerging Markets 1.0 20% 2% 0.46
 
 
 
 
13% 287.2 4.6%
JPXN iShares JPX-Nikkei 400 ETF 3.4 52% 6% 1.27
 
 
 
 
64% 0.0 1.9%
ICSH iShares Liquidity Income ETF 0.2 19% 0% 0.11
 
 
 
 
25% 0.8 2.1%
MBB iShares MBS ETF 0.1 3% 2% 0.19
 
 
 
 
5% 43.0 2.9%
JKD iShares Morningstar Large-Cap ETF 1.3 22% 4% 0.96
 
 
 
 
56% 2.5 1.7%
JKF iShares Morningstar Large-Cap Value ETF 1.9 31% 4% 1.00
 
 
 
 
51% 0.6 2.5%
JKG iShares Morningstar Mid-Cap ETF 1.3 37% 2% 1.01
 
 
 
 
62% 1.6 1.1%
JKI iShares Morningstar Mid-Cap Value ETF 5.3 38% 10% 1.07
 
 
 
 
66% 1.0 2.0%
IYLD iShares Morningstar Multi-Asset Income E 0.4 21% 1% 0.47
 
 
 
 
18% 0.8 3.1%
JKJ iShares Morningstar Small-Cap ETF 4.4 37% 9% 1.13
 
 
 
 
87% 0.2 1.1%
JKL iShares Morningstar Small-Cap Value ETF 2.8 17% 14% 1.20
 
 
 
 
71% 1.0 1.5%
REM iShares Mortgage Real Estate Capped ETF 5.3 26% 14% 1.05
 
 
 
 
47% 9.0 8.1%
ACWI iShares MSCI ACWI ETF 2.1 44% 3% 1.03
 
 
 
 
68% 73.9 1.8%
ACWX iShares MSCI ACWI ex US ETF 3.9 42% 7% 1.16
 
 
 
 
62% 13.7 2.1%
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.1 43% 3% 0.95
 
 
 
 
65% 1.5 2.1%
AAXJ iShares MSCI All Country Asia ex Japan E 9.8 48% 20% 1.37
 
 
 
 
60% 37.7 3.2%
AGT iShares MSCI Argentina&Global Exposure E -3.1 -23% 34% 2.54
 
 
 
 
31% 0.0 1.9%
EWA iShares MSCI Australia ETF 3.7 40% 10% 1.49
 
 
 
 
57% 26.0 4.9%
EWO iShares MSCI Austria ETF 14.0 43% 31% 1.38
 
 
 
 
63% 11.4 1.5%
EWK iShares MSCI Belgium ETF 1.8 11% 12% 1.13
 
 
 
 
35% 0.1 2.6%
EWZS iShares MSCI Brazil Small-Cap ETF 19.0 53% 84% 2.46
 
 
 
 
47% 0.8 4.9%
BKF iShares MSCI BRIC ETF 11.3 47% 28% 1.57
 
 
 
 
59% 1.4 2.3%
EWC iShares MSCI Canada ETF 2.2 16% 12% 1.24
 
 
 
 
71% 97.8 2.5%
MCHI iShares MSCI China ETF 10.5 44% 33% 1.77
 
 
 
 
68% 135.8 2.4%
ECNS iShares MSCI China Small-Cap ETF 1.8 21% 17% 2.15
 
 
 
 
97% 0.4 3.2%
ICOL iShares MSCI Colombia ETF 4.1 26% 24% 1.91
 
 
 
 
51% 0.0 1.5%
EDEN iShares MSCI Denmark Capped ETF 1.9 9% 17% 1.23
 
 
 
 
65% 0.2 1.7%
EFA iShares MSCI EAFE ETF 3.6 47% 6% 1.14
 
 
 
 
67% 873.0 2.1%
SCZ iShares MSCI EAFE Small-Cap ETF 5.2 34% 11% 1.06
 
 
 
 
77% 54.3 2.3%
EFV iShares MSCI EAFE Value ETF 3.1 44% 6% 1.24
 
 
 
 
58% 362.1 2.8%
EEMA iShares MSCI Emerging Markets Asia ETF 9.7 48% 21% 1.47
 
 
 
 
58% 9.4 2.8%
EEM iShares MSCI Emerging Markets ETF 9.0 47% 21% 1.49
 
 
 
 
50% 1471.8 3.0%
EEMS iShares MSCI Emerging Markets Small-Cap 3.4 30% 11% 1.33
 
 
 
 
54% 0.5 3.8%
EUFN iShares MSCI Europe Financials ETF 6.6 44% 20% 1.73
 
 
 
 
45% 16.0 1.3%
IEUS iShares MSCI Europe Small-Cap ETF 2.1 13% 14% 1.30
 
 
 
 
79% 0.6 1.9%
VEGI iShares MSCI Global Agriculture Producer 1.3 21% 5% 1.09
 
 
 
 
73% 0.2 1.7%
FILL iShares MSCI Global Energy Producers ETF 5.1 31% 20% 1.62
 
 
 
 
96% 0.5 3.1%
PICK iShares MSCI Global Metals&Mining Produc 11.6 38% 60% 2.20
 
 
 
 
88% 1.2 2.4%
EWH iShares MSCI Hong Kong ETF 8.6 49% 15% 1.27
 
 
 
 
87% 79.8 5.4%
INDA iShares MSCI India ETF 3.6 25% 15% 1.43
 
 
 
 
20% 83.5 1.6%
SMIN iShares MSCI India Small-Cap ETF 17.1 57% 37% 1.65
 
 
 
 
23% 2.6 2.1%
EIRL iShares MSCI Ireland ETF 1.3 13% 9% 1.29
 
 
 
 
77% 0.1 1.4%
EIS iShares MSCI Israel ETF -5.9 -67% 7% 1.11
 
 
 
 
59% 0.3 2.7%
EWI iShares MSCI Italy ETF 6.6 39% 23% 1.77
 
 
 
 
68% 59.2 1.1%
EWJ iShares MSCI Japan ETF 4.0 56% 6% 1.22
 
 
 
 
68% 206.4 1.3%
SCJ iShares MSCI Japan Small-Cap ETF 6.8 44% 12% 1.12
 
 
 
 
79% 1.7 1.3%
DSI iShares MSCI KLD 400 Social ETF 0.4 32% 1% 1.03
 
 
 
 
72% 3.7 1.1%
TOK iShares MSCI Kokusai ETF 1.4 48% 2% 1.03
 
 
 
 
69% 0.1 2.3%
EWM iShares MSCI Malaysia ETF -0.6 -4% 16% 1.47
 
 
 
 
66% 23.9 8.6%
EWW iShares MSCI Mexico ETF -5.8 -45% 16% 1.69
 
 
 
 
6% 123.4 2.2%
EWN iShares MSCI Netherlands ETF 7.1 39% 15% 1.23
 
 
 
 
68% 7.1 1.1%
ENZL iShares MSCI New Zealand ETF 14.8 39% 30% 1.17
 
 
 
 
59% 0.7 3.8%
ENOR iShares MSCI Norway Capped ETF 8.0 45% 22% 1.63
 
 
 
 
98% 0.5 1.3%
EPP iShares MSCI Pacific ex Japan ETF 3.6 36% 9% 1.29
 
 
 
 
68% 9.8 5.1%
EPU iShares MSCI Peru ETF 26.1 55% 54% 1.57
 
 
 
 
82% 0.6 3.5%
EPOL iShares MSCI Poland ETF 6.2 27% 31% 1.74
 
 
 
 
5% 4.8 3.6%
ERUS iShares MSCI Russia ETF 5.0 25% 40% 2.21
 
 
 
 
60% 9.1 6.0%
EWS iShares MSCI Singapore ETF 5.7 39% 12% 1.23
 
 
 
 
77% 12.6 4.7%
EZA iShares MSCI South Africa ETF 3.3 26% 28% 2.40
 
 
 
 
45% 14.1 1.9%
EWY iShares MSCI South Korea ETF 10.2 49% 24% 1.56
 
 
 
 
60% 136.7 5.9%
EWP iShares MSCI Spain ETF 2.5 18% 17% 1.62
 
 
 
 
29% 15.2 3.5%
EWD iShares MSCI Sweden ETF 2.3 20% 11% 1.41
 
 
 
 
48% 5.6 2.0%
EWL iShares MSCI Switzerland ETF 0.6 6% 7% 1.02
 
 
 
 
24% 10.7 4.2%
EWT iShares MSCI Taiwan ETF 6.2 29% 22% 1.44
 
 
 
 
58% 124.4 2.7%
THD iShares MSCI Thailand ETF 12.9 53% 23% 1.36
 
 
 
 
71% 17.5 1.3%
UAE iShares MSCI UAE ETF -0.9 -13% 8% 1.59
 
 
 
 
19% 0.1 1.2%
EWU iShares MSCI United Kingdom ETF 0.8 22% 3% 1.32
 
 
 
 
85% 29.3 3.6%
EWUS iShares MSCI United Kingdom Small-Cap ET 0.8 10% 9% 1.52
 
 
 
 
94% 0.2 2.9%
EUSA iShares MSCI USA Equal Weighted ETF 1.5 32% 3% 1.00
 
 
 
 
72% 0.5 1.4%
SUSA iShares MSCI USA ESG Select ETF 1.6 33% 3% 0.99
 
 
 
 
65% 1.5 1.1%
URTH iShares MSCI World ETF 1.3 50% 2% 1.05
 
 
 
 
70% 1.4 1.8%
MUB iShares National Muni Bond ETF 0.3 3% 3% 0.20
 
 
 
 
19% 31.5 2.3%
NYF iShares New York Muni Bond ETF 0.3 4% 3% 0.21
 
 
 
 
9% 1.1 2.4%
IGE iShares North American Natural Resources 1.6 11% 18% 1.67
 
 
 
 
90% 3.2 1.6%
REZ iShares Residential Real Estate ETF -1.4 -12% 10% 1.19
 
 
 
 
32% 0.4 3.9%
IWB iShares Russell 1000 ETF 0.1 23% 0% 1.00
 
 
 
 
72% 166.6 1.7%
IWF iShares Russell 1000 Growth ETF 3.7 34% 8% 1.04
 
 
 
 
85% 91.6 1.1%
IWD iShares Russell 1000 Value ETF 2.1 40% 4% 1.01
 
 
 
 
51% 116.0 2.2%
IWN iShares Russell 2000 Value ETF 8.9 45% 16% 1.19
 
 
 
 
94% 183.3 1.3%
IWV iShares Russell 3000 ETF 0.4 22% 1% 1.01
 
 
 
 
74% 18.9 1.6%
IWR iShares Russell Mid-Cap ETF 1.7 40% 3% 1.03
 
 
 
 
75% 17.5 1.3%
IWS iShares Russell Mid-Cap Value ETF 2.8 30% 6% 1.03
 
 
 
 
61% 58.0 1.7%
IWL iShares Russell Top 200 ETF 0.6 24% 2% 0.97
 
 
 
 
71% 0.3 1.6%
IWY iShares Russell Top 200 Growth ETF 5.5 37% 10% 1.05
 
 
 
 
84% 3.0 1.1%
IWX iShares Russell Top 200 Value ETF 1.0 26% 3% 1.01
 
 
 
 
48% 1.1 2.3%
DVY iShares Select Dividend ETF 4.5 43% 6% 0.88
 
 
 
 
60% 34.2 3.2%
NEAR iShares Short Maturity Bond ETF 0.3 22% 0% 0.05
 
 
 
 
44% 18.7 2.1%
MEAR iShares Short Maturity Municipal Bond ET 0.5 18% 1% 0.17
 
 
 
 
37% 0.3 1.4%
SUB iShares Short-Term National Muni Bond ET 0.0 1% 1% 0.08
 
 
 
 
10% 4.8 1.1%
SHV iShares Short Treasury Bond ETF 0.1 9% 0% 0.02
 
 
 
 
61% 116.3 1.3%
OEF iShares S&P 100 ETF 0.7 27% 2% 1.01
 
 
 
 
66% 39.7 1.8%
IVW iShares S&P 500 Growth ETF 3.2 33% 7% 1.04
 
 
 
 
84% 58.5 1.2%
IVE iShares S&P 500 Value ETF 2.3 46% 3% 1.00
 
 
 
 
50% 272.5 2.3%
EMIF iShares S&P Emerging Markets Infrastruct -1.5 -11% 13% 1.38
 
 
 
 
13% 0.2 4.1%
IJJ iShares S&P Mid-Cap 400 Value ETF 4.6 32% 11% 1.14
 
 
 
 
83% 11.8 1.8%
IJS iShares S&P Small-Cap 600 Value ETF 7.8 39% 17% 1.23
 
 
 
 
93% 13.1 1.3%
TIP iShares TIPS Bond ETF -0.1 -5% 1% 0.31
 
 
 
 
7% 144.9 5.4%
IYT iShares Transportation Average ETF 7.2 45% 15% 1.34
 
 
 
 
71% 71.7 1.4%
TFLO iShares Treasury Floating Rate Bond ETF 0.1 16% 0% 0.10
 
 
 
 
33% 1.7 1.5%
IYM iShares U.S. Basic Materials ETF 4.4 31% 13% 1.35
 
 
 
 
71% 4.1 1.3%
IAI iShares U.S. Broker-Dealers&Securities E 15.3 45% 37% 1.49
 
 
 
 
93% 4.2 1.1%
IYK iShares U.S. Consumer Goods ETF -0.2 -3% 4% 0.93
 
 
 
 
16% 1.4 2.1%
CRED iShares U.S. Credit Bond ETF 0.1 4% 1% 0.29
 
 
 
 
7% 5.1 3.2%
IYE iShares U.S. Energy ETF 3.9 33% 15% 1.69
 
 
 
 
91% 21.1 2.6%
IYG iShares U.S. Financial Services ETF 6.6 25% 28% 1.47
 
 
 
 
86% 9.3 1.2%
IYF iShares U.S. Financials ETF 3.5 25% 11% 1.18
 
 
 
 
78% 14.8 1.4%
IYH iShares U.S. Healthcare ETF -0.6 -9% 6% 1.18
 
 
 
 
54% 7.9 1.1%
IYJ iShares U.S. Industrials ETF 2.9 25% 9% 1.09
 
 
 
 
66% 7.2 1.2%
IAK iShares U.S. Insurance ETF 3.9 24% 13% 1.16
 
 
 
 
54% 0.4 2.8%
IEZ iShares U.S. Oil Equipment&Services ETF -3.1 -27% 26% 2.42
 
 
 
 
89% 3.2 1.1%
IHE iShares U.S. Pharmaceuticals ETF -2.6 -76% 4% 1.56
 
 
 
 
32% 0.7 1.4%
PFF iShares U.S. Preferred Stock ETF 0.0 -3% 0% 0.41
 
 
 
 
15% 87.8 5.9%
IYR iShares U.S. Real Estate ETF -3.3 -33% 7% 1.07
 
 
 
 
43% 566.4 3.2%
IAT iShares U.S. Regional Banks ETF 7.3 27% 32% 1.61
 
 
 
 
85% 9.4 1.1%
IYZ iShares U.S. Telecommunications ETF -1.7 -15% 11% 1.41
 
 
 
 
13% 10.5 3.1%
GOVT iShares U.S. Treasury Bond ETF -0.7 -10% 2% 0.27
 
 
 
 
4% 17.6 1.9%
IDU iShares U.S. Utilities ETF 4.9 23% 15% 1.06
 
 
 
 
27% 4.8 3.1%
BYLD iShares Yield Optimized Bond ETF 0.1 14% 0% 0.27
 
 
 
 
2% 0.3 3.8%
AMJ JPMorgan Alerian MLP ETN -5.1 -53% 18% 2.14
 
 
 
 
49% 51.9 7.3%
KBA KraneShares Bosera MSCI China A Share ET 0.0 1% 14% 2.45
 
 
 
 
60% 35.5 1.1%
KWEB KraneShares CSI China Internet ETF -2.5 -7% 57% 2.02
 
 
 
 
62% 24.0 1.1%
XLB Materials Select Sector SPDR ETF 2.5 22% 10% 1.27
 
 
 
 
62% 229.7 1.5%
MLPY Morgan Stanley Cushing High Income Index -3.3 -28% 30% 2.58
 
 
 
 
25% 0.0 9.7%
JSD Nuveen Short Duration Credit Opportuniti 9.0 40% 12% 0.76
 
 
 
 
38% 0.8 7.4%
RWW Oppenheimer Financials Sector Revenue ET 7.0 33% 20% 1.37
 
 
 
 
64% 0.2 1.1%
RWL Oppenheimer Large-Cap Revenue ETF 1.6 45% 2% 0.99
 
 
 
 
59% 2.0 1.4%
RDIV Oppenheimer Ultra Dividend Revenue ETF 4.3 24% 13% 1.11
 
 
 
 
83% 1.4 3.6%
HYS PIMCO 0-5 Year High Yield Corporate Bond 2.3 35% 2% 0.39
 
 
 
 
59% 25.5 4.7%
TUZ PIMCO 1-3 Year U.S. Treasury Index ETF -0.1 -5% 0% 0.10
 
 
 
 
4% 0.4 1.4%
LTPZ PIMCO 15+ Year U.S. TIPS Index ETF 0.2 3% 5% 0.88
 
 
 
 
12% 0.8 5.6%
STPZ PIMCO 1-5 Year U.S. TIPS Index ETF 0.0 -2% 0% 0.14
 
 
 
 
12% 2.6 4.7%
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury -1.9 -9% 21% 1.42
 
 
 
 
12% 0.6 2.9%
BOND PIMCO Active Bond ETF 0.1 5% 1% 0.26
 
 
 
 
5% 6.6 4.2%
TIPZ PIMCO Broad U.S. TIPS Index ETF -0.3 -12% 1% 0.34
 
 
 
 
3% 0.1 4.7%
LDUR PIMCO Enhanced Low Duration Active ETF 0.0 8% 0% 0.19
 
 
 
 
17% 0.7 2.9%
MINT PIMCO Enhanced Short Maturity Active ETF 0.2 25% 0% 0.03
 
 
 
 
37% 71.9 2.1%
MUNI PIMCO Intermediate Municipal Bond Active 0.6 8% 3% 0.22
 
 
 
 
11% 1.0 2.6%
CORP PIMCO Investment Grade Corporate Bond In 0.0 2% 1% 0.31
 
 
 
 
6% 2.0 3.4%
SMMU PIMCO Short Term Municipal Bond Active E 0.2 7% 1% 0.27
 
 
 
 
17% 0.4 1.6%
PSR PowerShares Active U.S. Real Estate Fund -2.4 -24% 7% 1.08
 
 
 
 
41% 0.4 1.6%
BSCI PowerShares BulletShares 2018 Corporate 0.2 15% 0% 0.11
 
 
 
 
18% 2.7 1.6%
BSJI PowerShares BulletShares 2018 High Yield 1.2 32% 1% 0.28
 
 
 
 
53% 2.3 2.7%
BSCJ PowerShares BulletShares 2019 Corporate 0.1 7% 0% 0.13
 
 
 
 
24% 3.5 1.9%
BSJJ PowerShares BulletShares 2019 High Yield 1.0 30% 1% 0.34
 
 
 
 
36% 4.8 4.0%
BSCK PowerShares BulletShares 2020 Corporate 0.0 3% 0% 0.18
 
 
 
 
11% 5.6 2.1%
BSJK PowerShares BulletShares 2020 High Yield 1.5 31% 2% 0.38
 
 
 
 
32% 3.8 4.4%
BSCL PowerShares BulletShares 2021 Corporate 0.1 8% 0% 0.23
 
 
 
 
7% 4.5 2.4%
BSJL PowerShares BulletShares 2021 High Yield 1.5 30% 2% 0.41
 
 
 
 
39% 1.6 4.7%
BSCM PowerShares BulletShares 2022 Corporate 0.1 4% 1% 0.27
 
 
 
 
6% 4.5 2.6%
BSJM PowerShares BulletShares 2022 High Yield 2.1 38% 2% 0.51
 
 
 
 
27% 0.6 5.0%
BSCN PowerShares BulletShares 2023 Corporate 0.3 14% 1% 0.32
 
 
 
 
5% 1.2 2.8%
BSCO PowerShares BulletShares 2024 Corporate 0.3 12% 1% 0.35
 
 
 
 
8% 0.6 3.1%
PWZ PowerShares California AMT-Free Municipa 1.0 10% 4% 0.31
 
 
 
 
18% 0.9 2.6%
PCEF PowerShares CEF Income Composite Portfol 3.5 41% 4% 0.59
 
 
 
 
31% 3.4 7.3%
DSUM PowerShares Chinese Yuan Dim Sum Bond Po 1.5 17% 4% 0.62
 
 
 
 
74% 0.5 3.8%
PDBC PowerShares DB Optimum Yield Diversified 4.0 28% 12% 1.27
 
 
 
 
97% 46.1 3.5%
PBJ PowerShares Dynamic Food&Beverage Portfo -3.0 -99% 2% 1.01
 
 
 
 
38% 0.1 1.5%
PWV PowerShares Dynamic Large Cap Value Port 3.0 38% 5% 0.99
 
 
 
 
33% 2.5 1.6%
PWC PowerShares Dynamic Market Portfolio 2.4 26% 7% 1.09
 
 
 
 
92% 0.1 1.1%
PXJ PowerShares Dynamic Oil Services Portfol -9.8 -131% 20% 2.63
 
 
 
 
88% 0.5 7.5%
PXR PowerShares Emerging Infrastructure Port 4.2 33% 17% 1.72
 
 
 
 
50% 0.0 10.0%
PCY PowerShares Emerging Markets Sovereign D 0.0 0% 4% 0.48
 
 
 
 
6% 38.0 4.8%
PRF PowerShares Exchange Traded Fund FTSE RA 2.3 42% 4% 1.02
 
 
 
 
64% 16.9 1.3%
PBE PowerShares Exch-Tr Fund Trust Dynamic B 2.8 32% 16% 2.12
 
 
 
 
72% 1.1 1.7%
PGF PowerShares Financial Preferred ETF 1.6 20% 3% 0.41
 
 
 
 
15% 2.5 5.5%
PAF PowerShares FTSE RAFI Asia Pacific ex-Ja 6.2 43% 15% 1.45
 
 
 
 
56% 0.1 1.7%
PXF PowerShares FTSE RAFI Developed Markets 3.8 45% 7% 1.21
 
 
 
 
67% 7.8 1.0%
PHB PowerShares Fundamental High Yield Corpo 1.0 28% 1% 0.38
 
 
 
 
6% 2.5 4.2%
PFIG PowerShares Fundamental Investment Grade 0.1 13% 0% 0.34
 
 
 
 
4% 0.2 2.9%
PBD PowerShares Global Clean Energy Portfoli -0.5 -6% 8% 1.35
 
 
 
 
65% 0.1 3.7%
PSP PowerShares Global Listed Private Equity 5.3 41% 10% 1.16
 
 
 
 
42% 0.6 9.8%
PGHY PowerShares Global Short Term High Yield 2.3 34% 3% 0.46
 
 
 
 
29% 1.7 5.6%
PIO PowerShares Global Water Portfolio 0.7 9% 6% 1.17
 
 
 
 
75% 0.6 1.4%
PICB PowerShares International Corporate Bond 0.2 4% 3% 0.64
 
 
 
 
22% 0.2 1.7%
KBWD PowerShares KBW High Dividend Yield Fina 6.1 37% 12% 1.06
 
 
 
 
61% 1.2 7.7%
PZA PowerShares National AMT-Free Municipal 2.2 20% 4% 0.26
 
 
 
 
10% 4.8 3.2%
PZT PowerShares New York AMT-Free Municipal 1.1 12% 3% 0.38
 
 
 
 
8% 0.1 3.0%
PGX PowerShares Preferred Portfolio ETF 1.2 19% 3% 0.42
 
 
 
 
22% 28.5 5.6%
EQWS PowerShares Russell 2000 Equal Weight Po 5.9 34% 15% 1.29
 
 
 
 
100% 0.0 1.7%
PXSV PowerShares Russell 2000 Pure Value Port 8.6 40% 19% 1.27
 
 
 
 
97% 0.0 3.8%
EQWL PowerShares Russell Top 200 Equal Weight 1.0 18% 4% 1.00
 
 
 
 
69% 0.1 1.3%
PXLV PowerShares Russell Top 200 Pure Value P 5.2 39% 9% 1.06
 
 
 
 
62% 0.5 1.7%
BKLN PowerShares Senior Loan Portfolio 0.6 24% 1% 0.22
 
 
 
 
17% 91.4 3.9%
XRLV PowerShares S&P 500 ex-Rate Sensitive Lo 1.7 21% 5% 0.90
 
 
 
 
70% 0.5 1.5%
SPHB PowerShares S&P 500 High Beta Portfolio 8.6 45% 23% 1.60
 
 
 
 
85% 3.0 1.0%
SPHD PowerShares S&P 500 High Dividend Low Vo 7.3 41% 11% 0.91
 
 
 
 
36% 13.0 4.1%
SPLV PowerShares S&P 500 Low Volatility Portf 2.6 27% 6% 0.89
 
 
 
 
45% 30.5 2.2%
SPHQ PowerShares S&P 500 Quality Portfolio 1.2 27% 3% 0.91
 
 
 
 
60% 2.2 1.3%
EEMO PowerShares S&P Emerging Markets High Be 1.8 10% 29% 2.02
 
 
 
 
56% 0.2 2.9%
IDLV PowerShares S&P International Developed 1.4 14% 6% 0.91
 
 
 
 
48% 1.6 1.2%
IDHQ PowerShares S&P International Developed 1.0 11% 8% 1.16
 
 
 
 
64% 0.1 1.1%
XMLV PowerShares S&P MidCap Low Volatility Po 4.9 37% 8% 0.88
 
 
 
 
79% 5.3 1.7%
PSCC PowerShares S&P SmallCap Consumer Staple 1.8 12% 13% 1.21
 
 
 
 
67% 0.2 2.9%
PSCF PowerShares S&P SmallCap Financials Port 3.3 15% 19% 1.24
 
 
 
 
98% 0.6 5.5%
BAB PowerShares Taxable Municipal Bond Portf 2.9 20% 6% 0.46
 
 
 
 
4% 2.2 4.2%
GSY PowerShares Ultra Short Duration Portfol 0.5 27% 1% 0.04
 
 
 
 
50% 13.5 2.2%
VRP PowerShares Variable Rate Preferred Port 1.4 30% 2% 0.36
 
 
 
 
3% 8.1 4.5%
PVI PowerShares VRDO Tax-Free Weekly Portfol 0.0 7% 0% 0.08
 
 
 
 
23% 0.1 1.4%
PZI PowerShares Zacks Micro Cap Portfolio 6.8 36% 15% 1.18
 
 
 
 
97% 0.0 1.8%
TOLZ ProShares DJ Brookfield Global Infrastru 0.2 2% 8% 1.11
 
 
 
 
44% 0.1 2.0%
HYHG ProShares High Yield-Interest Rate Hedge 1.6 32% 2% 0.67
 
 
 
 
31% 0.3 6.0%
IGHG ProShares Investment Grade Interest Rate 0.6 28% 1% 0.42
 
 
 
 
19% 2.4 3.7%
RALS ProShares RAFI Long/Short -0.2 -22% 0% 0.45
 
 
 
 
19% 0.1 1.3%
SMDV ProShares Russell 2000 Dividend Growers 6.3 26% 15% 0.97
 
 
 
 
61% 2.8 1.1%
NOBL ProShares S&P 500 Dividend Aristocrats E 1.7 24% 4% 0.94
 
 
 
 
53% 12.5 1.5%
REGL ProShares S&P MidCap 400 Dividend Aristo 4.9 26% 12% 0.98
 
 
 
 
65% 0.8 1.9%
UBT ProShares Ultra 20+ Year Treas -4.1 -20% 30% 1.83
 
 
 
 
7% 0.8 1.2%
UST ProShares Ultra 7-10 Year Treas -2.2 -14% 8% 0.77
 
 
 
 
5% 0.1 1.2%
DIG ProShares Ultra Oil&Gas 4.5 36% 51% 3.32
 
 
 
 
90% 5.0 1.2%
SPXU ProShares UltraPro Short S&P 500 -6.7 -83% 27% 2.99
 
 
 
 
11% 65.6 1.1%
UPW ProShares Ultra Utilities 6.5 25% 49% 2.17
 
 
 
 
25% 0.0 1.4%
RIGS RiverFront Strategic Income Fund 0.5 26% 1% 0.39
 
 
 
 
6% 1.7 4.2%
SCHE Schwab Emerging Mkts Equity ETF 8.1 43% 19% 1.43
 
 
 
 
48% 19.1 2.3%
FNDF Schwab Fundamental International Large C 3.2 44% 6% 1.19
 
 
 
 
71% 11.7 2.3%
FNDC Schwab Fundamental International Small C 7.2 49% 10% 1.00
 
 
 
 
71% 4.4 1.9%
FNDB Schwab Fundamental U.S. Broad Market Ind 2.4 42% 4% 0.96
 
 
 
 
69% 0.6 1.8%
FNDX Schwab Fundamental U.S. Large Company In 2.2 45% 3% 0.99
 
 
 
 
66% 10.8 1.9%
SCHR Schwab Intermediate-Term U.S. Treasury E -0.4 -6% 3% 0.25
 
 
 
 
5% 4.4 2.0%
SCHF Schwab International Equity ETF 3.7 46% 6% 1.11
 
 
 
 
66% 43.2 2.3%
SCHC Schwab Int'l Small-Cap Equity ETF 4.2 35% 8% 1.05
 
 
 
 
74% 5.7 2.7%
SCHO Schwab Short-Term U.S. Treasury ETF 0.0 -3% 0% 0.07
 
 
 
 
6% 8.8 1.5%
SCHZ Schwab US Aggregate Bond ETF -0.1 -3% 1% 0.21
 
 
 
 
5% 27.7 2.7%
SCHB Schwab US Broad Market ETF 0.4 22% 1% 1.00
 
 
 
 
74% 26.2 1.6%
SCHD Schwab US Dividend Equity ETF 2.3 25% 6% 0.93
 
 
 
 
49% 25.7 2.1%
SCHX Schwab US Large Cap ETF 0.1 24% 0% 0.99
 
 
 
 
71% 38.4 1.6%
SCHV Schwab U.S. Large-Cap Value ETF 1.5 33% 3% 0.96
 
 
 
 
53% 10.5 2.5%
SCHM Schwab U.S. Mid-Cap ETF 2.6 41% 4% 1.04
 
 
 
 
82% 13.8 1.2%
SCHH Schwab U.S. REIT ETF -3.3 -33% 8% 1.15
 
 
 
 
47% 19.8 2.7%
SCHA Schwab U.S. Small-Cap ETF 5.8 45% 10% 1.16
 
 
 
 
95% 21.6 1.2%
SCHP Schwab U.S. TIPs ETF 0.0 -1% 1% 0.31
 
 
 
 
7% 12.4 4.2%
SRLN SPDR Blackstone/GSO Senior Loan ETF 0.9 32% 1% 0.16
 
 
 
 
38% 10.1 4.4%
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill 0.0 9% 0% 0.02
 
 
 
 
83% 53.8 1.4%
TIPX SPDR Bloomberg Barclays 1-10 Year TIPS E -0.1 -7% 1% 0.33
 
 
 
 
26% 0.8 11.0%
CWB SPDR Bloomberg Barclays Convertible Secu 3.5 42% 4% 0.74
 
 
 
 
83% 44.7 2.1%
EBND SPDR Bloomberg Barclays Emerging Markets 1.0 13% 4% 0.70
 
 
 
 
11% 4.6 4.3%
JNK SPDR Bloomberg Barclays High Yield Bond 1.6 28% 2% 0.49
 
 
 
 
18% 258.9 5.5%
ITE SPDR Bloomberg Barclays Intermediate Ter -0.3 -6% 2% 0.18
 
 
 
 
6% 1.7 1.5%
FLRN SPDR Bloomberg Barclays Investment Grade 0.2 20% 0% 0.12
 
 
 
 
70% 17.2 2.1%
CBND SPDR Bloomberg Barclays Issuer Scored Co 0.1 9% 0% 0.37
 
 
 
 
2% 0.0 3.4%
MBG SPDR Bloomberg Barclays Mortgage Backed -0.1 -1% 2% 0.26
 
 
 
 
5% 0.3 3.3%
SJNK SPDR Bloomberg Barclays Short Term High 2.7 39% 3% 0.34
 
 
 
 
37% 83.1 5.3%
IPE SPDR Bloomberg Barclays TIPS ETF 0.0 0% 1% 0.34
 
 
 
 
5% 3.3 5.4%
WIP SPDR Citi International Government Infla 0.1 2% 2% 0.58
 
 
 
 
6% 4.2 3.9%
RWO SPDR DJ Global Real Estate ETF -3.1 -49% 4% 1.02
 
 
 
 
55% 3.2 2.1%
RWX SPDR DJ International Real Estate ETF 0.5 7% 5% 1.07
 
 
 
 
54% 42.4 4.7%
TOTL SPDR DoubleLine Total Return Tactical ET 0.1 4% 1% 0.18
 
 
 
 
4% 9.7 3.4%
DIA SPDR Dow Jones Industrial Average ETF Tr 5.9 40% 10% 1.00
 
 
 
 
69% 572.9 3.4%
RWR SPDR Dow Jones REIT -3.4 -35% 8% 1.15
 
 
 
 
47% 8.9 2.4%
CJNK SPDR ICE BofAML Crossover Corporate Bond 0.9 29% 1% 0.55
 
 
 
 
3% 0.1 3.3%
SYE SPDR MFS Systematic Core Equity ETF 0.8 17% 3% 1.00
 
 
 
 
72% 0.5 1.2%
SYV SPDR MFS Systematic Value Equity ETF 1.7 21% 6% 1.09
 
 
 
 
80% 0.2 1.3%
CWI SPDR MSCI ACWI ex-US ETF 3.8 41% 7% 1.15
 
 
 
 
62% 3.8 2.2%
ACIM SPDR MSCI ACWI IMI ETF 1.4 40% 3% 1.31
 
 
 
 
66% 0.3 3.0%
LOWC SPDR MSCI ACWI Low Carbon Target ETF 2.0 42% 3% 1.01
 
 
 
 
68% 0.0 1.9%
QCAN SPDR MSCI Canada StrategicFactors ETF 2.4 17% 11% 1.21
 
 
 
 
76% 0.0 2.3%
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.4 22% 5% 1.17
 
 
 
 
67% 0.3 1.9%
QEMM SPDR MSCI Emerging Markets StrategicFact 5.4 39% 13% 1.37
 
 
 
 
50% 0.2 3.0%
QJPN SPDR MSCI Japan StrategicFactors ETF 2.2 37% 5% 1.14
 
 
 
 
75% 0.1 1.8%
QGBR SPDR MSCI United Kingdom StrategicFactor 0.7 12% 5% 1.34
 
 
 
 
93% 0.1 3.1%
QUS SPDR MSCI USA StrategicFactors ETF 0.2 13% 1% 0.95
 
 
 
 
67% 0.3 1.7%
TFI SPDR Nuveen Bloomberg Barclays Municipal 0.4 4% 4% 0.22
 
 
 
 
9% 46.0 2.3%
SHM SPDR Nuveen Bloomberg Barclays Short Ter 0.1 4% 1% 0.11
 
 
 
 
13% 20.3 1.2%
HYMB SPDR Nuveen S&P High Yield Municipal Bon 0.2 2% 4% 0.32
 
 
 
 
48% 1.5 4.0%
SPDW SPDR Portfolio Developed World ex-US ETF 3.6 46% 6% 1.10
 
 
 
 
69% 10.1 1.4%
SPEM SPDR Portfolio Emerging Markets ETF 9.3 46% 20% 1.41
 
 
 
 
51% 5.7 1.5%
SPIB SPDR Portfolio Intermediate Term Corpora 0.1 9% 0% 0.20
 
 
 
 
4% 11.0 2.8%
SPLG SPDR Portfolio Large Cap ETF 0.1 18% 1% 0.99
 
 
 
 
72% 9.2 1.7%
SPLB SPDR Portfolio Long Term Corporate Bond 0.9 8% 5% 0.64
 
 
 
 
5% 2.4 4.3%
SPTL SPDR Portfolio Long Term Treasury ETF -2.5 -15% 10% 0.86
 
 
 
 
7% 10.9 2.7%
SPMD SPDR Portfolio Mid Cap ETF 5.5 47% 9% 1.15
 
 
 
 
94% 5.4 1.2%
SPSB SPDR Portfolio Short Term Corporate Bond 0.1 14% 0% 0.09
 
 
 
 
8% 17.2 2.1%
SPTS SPDR Portfolio Short Term Treasury ETF -0.2 -6% 1% 0.15
 
 
 
 
5% 2.5 1.7%
SPYG SPDR Portfolio S&P 500 Growth ETF 3.2 32% 7% 1.05
 
 
 
 
84% 164.5 1.2%
SPYV SPDR Portfolio S&P 500 Value ETF 2.2 42% 3% 0.99
 
 
 
 
48% 5.1 2.3%
SPTM SPDR Portfolio Total Stock Market ETF 0.4 23% 1% 0.96
 
 
 
 
75% 60.2 1.5%
MDYV SPDR S&P 400 Mid Cap Value ETF 4.7 32% 11% 1.11
 
 
 
 
82% 2.6 1.8%
SPYB SPDR S&P 500 Buyback ETF 4.0 43% 8% 1.26
 
 
 
 
76% 0.2 1.3%
SPY SPDR S&P 500 ETF Trust 0.0 26% 0% 1.00
 
 
 
 
70% 12785.8 1.6%
SLYV SPDR S&P 600 Small Cap Value ETF 7.5 37% 17% 1.22
 
 
 
 
93% 7.1 1.3%
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.5 25% 4% 1.11
 
 
 
 
89% 0.1 1.3%
VLU SPDR S&P 1500 Value Tilt ETF 2.6 40% 5% 1.16
 
 
 
 
65% 0.1 1.9%
KBE SPDR S&P Bank ETF 7.5 28% 33% 1.64
 
 
 
 
88% 85.8 1.3%
KCE SPDR S&P Capital Markets ETF 7.1 36% 23% 1.57
 
 
 
 
95% 0.1 2.0%
GXC SPDR S&P China ETF 11.1 47% 31% 1.71
 
 
 
 
69% 5.0 3.0%
SDY SPDR S&P Dividend ETF 4.6 38% 7% 0.90
 
 
 
 
45% 23.2 2.4%
GMF SPDR S&P Emerging Asia Pacific ETF 10.2 47% 21% 1.36
 
 
 
 
58% 0.9 2.6%
EDIV SPDR S&P Emerging Markets Dividend ETF 9.1 40% 23% 1.45
 
 
 
 
58% 5.0 1.4%
EWX SPDR S&P Emerging Markets Small Cap 7.4 44% 15% 1.30
 
 
 
 
48% 1.2 4.1%
WDIV SPDR S&P Global Dividend ETF 1.7 24% 5% 1.06
 
 
 
 
50% 0.9 2.2%
GII SPDR S&P Global Infrastructure ETF -0.4 -3% 11% 1.07
 
 
 
 
29% 0.6 3.6%
GNR SPDR S&P Global Natural Resources ETF 8.8 38% 23% 1.43
 
 
 
 
96% 7.8 2.4%
KIE SPDR S&P Insurance ETF 8.1 43% 14% 1.08
 
 
 
 
72% 3.4 1.8%
DWX SPDR S&P International Dividend ETF 1.9 21% 8% 1.26
 
 
 
 
36% 3.7 2.4%
GWX SPDR S&P International Small Cap ETF 4.4 34% 8% 0.99
 
 
 
 
62% 2.9 4.6%
KRE SPDR S&P Regional Banking ETF 9.2 33% 37% 1.71
 
 
 
 
97% 493.2 1.3%
XRT SPDR S&P Retail ETF -1.9 -24% 8% 1.45
 
 
 
 
72% 297.6 1.1%
XTL SPDR S&P Telecom ETF 5.3 31% 15% 1.30
 
 
 
 
64% 0.8 1.9%
ULST SPDR SSgA Ultra Short Term Bond ETF 0.1 15% 0% 0.12
 
 
 
 
22% 0.5 1.9%
LGLV SPDR SSGA US Large Cap Low Volatility In 0.5 7% 4% 0.94
 
 
 
 
49% 0.2 1.6%
SMLV SPDR SSGA US Small Cap Low Volatility In 3.4 20% 12% 1.06
 
 
 
 
52% 0.5 1.8%
FEU SPDR STOXX Europe 50 ETF 1.8 23% 7% 1.21
 
 
 
 
44% 0.4 2.8%
PSK SPDR Wells Fargo Preferred Stock ETF 0.9 13% 3% 0.45
 
 
 
 
23% 1.6 1.9%
XLK Technology Select Sector SPDR ETF 9.4 38% 21% 1.22
 
 
 
 
88% 509.9 1.3%
MLPI UBS E-TRACS Alerian MLP Infrastructure E -4.3 -45% 19% 2.24
 
 
 
 
40% 4.8 7.0%
BDCS UBS E-TRACS Wells Fargo BDC Co. Index E 3.1 21% 10% 1.02
 
 
 
 
33% 0.2 8.3%
XLU Utilities Select Sector SPDR ETF 4.3 20% 15% 1.08
 
 
 
 
21% 544.8 3.1%
AFK VanEck Vectors Africa Index ETF 2.9 18% 18% 1.54
 
 
 
 
68% 0.1 1.9%
MOO VanEck Vectors Agribusiness ETF 2.5 41% 4% 1.07
 
 
 
 
80% 3.0 1.4%
ITM VanEck Vectors AMT-Free Intermediate Mun -0.5 -4% 4% 0.27
 
 
 
 
10% 4.4 2.3%
MLN VanEck Vectors AMT-Free Long Municipal I 0.7 5% 5% 0.37
 
 
 
 
23% 0.5 3.0%
SMB VanEck Vectors AMT-Free Short Municipal -0.4 -10% 1% 0.21
 
 
 
 
16% 2.6 1.4%
BIZD VanEck Vectors BDC Income ETF 4.0 22% 12% 0.97
 
 
 
 
44% 0.7 9.2%
BRF VanEck Vectors Brazil Small-Cap ETF 18.7 49% 77% 2.27
 
 
 
 
32% 0.1 5.1%
XMPT VanEck Vectors CEF Municipal Income ETF -0.4 -2% 8% 0.54
 
 
 
 
8% 0.4 4.9%
PEK VanEck Vectors ChinaAMC CSI 300 ETF 1.1 16% 16% 2.50
 
 
 
 
59% 0.7 1.1%
KOL VanEck Vectors Coal ETF 24.5 52% 76% 1.96
 
 
 
 
70% 3.0 3.3%
HYEM VanEck Vectors Emerging Markets High Yie 2.3 28% 3% 0.40
 
 
 
 
7% 0.5 5.2%
ANGL VanEck Vectors Fallen Angel High Yield B 6.8 30% 9% 0.47
 
 
 
 
12% 3.9 5.1%
BJK VanEck Vectors Gaming ETF 10.1 46% 23% 1.45
 
 
 
 
97% 1.1 2.2%
GEX VanEck Vectors Global Alternative Energy -0.2 -3% 7% 1.46
 
 
 
 
72% 0.2 1.2%
YMLI VanEck Vectors High Income Infrastructur -2.4 -16% 33% 2.33
 
 
 
 
42% 0.0 6.5%
YMLP VanEck Vectors High Income MLP ETF -2.7 -21% 23% 2.11
 
 
 
 
37% 0.2 7.7%
HYD VanEck Vectors High-Yield Municipal Inde 1.2 12% 4% 0.36
 
 
 
 
75% 15.1 4.4%
IDX VanEck Vectors Indonesia Index ETF 3.9 25% 22% 1.77
 
 
 
 
6% 0.5 2.2%
IHY VanEck Vectors International High Yield 1.4 26% 2% 0.44
 
 
 
 
3% 0.5 4.2%
FLTR VanEck Vectors Investment Grade Floating 0.3 26% 0% 0.13
 
 
 
 
71% 2.9 2.3%
EMLC VanEck Vectors J.P. Morgan EM Local Curr 1.2 11% 6% 0.78
 
 
 
 
10% 59.0 6.1%
MOAT VanEck Vectors Morningstar Wide Moat ETF 6.7 45% 11% 1.09
 
 
 
 
55% 14.1 1.1%
MORT VanEck Vectors Mortgage REIT Income ETF 5.5 26% 15% 1.06
 
 
 
 
52% 0.6 7.2%
HAP VanEck Vectors Natural Resources ETF 3.9 28% 12% 1.31
 
 
 
 
83% 0.2 2.0%
OIH VanEck Vectors Oil Services ETF -3.1 -27% 26% 2.40
 
 
 
 
89% 196.5 2.3%
PLND VanEck Vectors Poland ETF 0.1 1% 33% 1.64
 
 
 
 
7% 0.0 5.6%
PFXF VanEck Vectors Preferred Securities ex F -0.6 -15% 2% 0.50
 
 
 
 
27% 1.4 5.2%
PRB VanEck Vectors Pre-Refunded Municipal In 0.6 12% 2% 0.31
 
 
 
 
40% 0.0 1.4%
REMX VanEck Vectors Rare Earth/Strategic Meta 7.7 18% 69% 1.94
 
 
 
 
67% 1.4 3.2%
RTH VanEck Vectors Retail ETF 4.5 27% 12% 1.08
 
 
 
 
71% 0.3 1.5%
RSX VanEck Vectors Russia ETF 4.6 26% 33% 2.16
 
 
 
 
55% 121.2 4.2%
RSXJ VanEck Vectors Russia Small-Cap ETF 19.1 41% 66% 1.81
 
 
 
 
31% 0.2 3.8%
SMH VanEck Vectors Semiconductor ETF 13.2 36% 45% 1.64
 
 
 
 
77% 397.1 1.3%
SHYD VanEck Vectors Short High-Yield Municipa -0.3 -9% 1% 0.41
 
 
 
 
21% 1.0 3.1%
SLX VanEck Vectors Steel ETF 13.4 40% 84% 2.55
 
 
 
 
91% 0.7 2.2%
NLR VanEck Vectors Uranium + Nuclear Energy -1.8 -24% 5% 1.01
 
 
 
 
54% 0.1 4.8%
VOX Vanguard Communication Services ETF 0.1 1% 10% 1.18
 
 
 
 
16% 7.9 3.7%
VDC Vanguard Consumer Staples ETF -1.5 -19% 5% 0.89
 
 
 
 
11% 14.6 1.7%
VIG Vanguard Dividend Appreciation ETF 1.3 31% 2% 0.92
 
 
 
 
61% 46.3 1.6%
VWOB Vanguard Emerging Markets Government Bon 1.0 24% 2% 0.39
 
 
 
 
10% 3.4 4.2%
VDE Vanguard Energy ETF 4.4 33% 18% 1.73
 
 
 
 
91% 27.4 2.2%
EDV Vanguard Extended Duration ETF -2.4 -11% 19% 1.29
 
 
 
 
7% 3.8 2.9%
VXF Vanguard Extended Market ETF 5.0 46% 8% 1.13
 
 
 
 
94% 15.2 1.1%
VFH Vanguard Financials ETF 7.5 32% 20% 1.27
 
 
 
 
78% 21.0 1.4%
VEU Vanguard FTSE All-World ex-US ETF 4.0 43% 7% 1.15
 
 
 
 
60% 84.5 1.1%
VEA Vanguard FTSE Developed Markets ETF 3.8 47% 6% 1.12
 
 
 
 
66% 238.4 1.4%
VGK Vanguard FTSE Europe ETF 1.6 15% 9% 1.25
 
 
 
 
63% 110.9 1.8%
VYM Vanguard High Dividend Yield ETF 1.5 28% 3% 0.95
 
 
 
 
53% 52.7 2.9%
VIS Vanguard Industrials ETF 3.0 26% 9% 1.11
 
 
 
 
63% 10.7 1.4%
BIV Vanguard Intermediate-Term Bond ETF -0.4 -7% 2% 0.29
 
 
 
 
5% 37.0 2.8%
VCIT Vanguard Intermediate-Term Corporate Bon 0.2 7% 1% 0.29
 
 
 
 
5% 77.0 3.4%
VGIT Vanguard Intermediate-Term Treasury ETF -0.4 -6% 2% 0.26
 
 
 
 
5% 75.1 2.0%
VV Vanguard Large-Cap ETF 0.1 24% 0% 0.99
 
 
 
 
71% 21.9 1.7%
BLV Vanguard Long-Term Bond ETF -0.7 -6% 5% 0.65
 
 
 
 
5% 8.7 4.0%
VCLT Vanguard Long-Term Corporate Bond ETF 0.9 9% 5% 0.60
 
 
 
 
6% 12.2 4.2%
VGLT Vanguard Long-Term Treasury ETF -2.3 -14% 10% 0.86
 
 
 
 
7% 5.5 2.8%
VAW Vanguard Materials ETF 3.9 25% 14% 1.27
 
 
 
 
65% 11.1 1.1%
MGC Vanguard Mega Cap ETF 0.5 28% 1% 0.99
 
 
 
 
71% 2.6 1.6%
MGV Vanguard Mega Cap Value ETF 1.1 23% 3% 0.99
 
 
 
 
58% 5.6 2.2%
VO Vanguard Mid-Cap ETF 1.1 39% 2% 1.05
 
 
 
 
73% 41.5 1.3%
VOE Vanguard Mid-Cap Value ETF 2.2 38% 4% 1.04
 
 
 
 
61% 18.1 1.9%
VMBS Vanguard Mortgage-Backed Securities ETF 0.2 5% 2% 0.19
 
 
 
 
7% 14.4 2.6%
VNQ Vanguard Real Estate ETF -3.2 -29% 8% 1.13
 
 
 
 
34% 266.7 3.7%
VONE Vanguard Russell 1000 ETF 0.1 22% 0% 0.99
 
 
 
 
72% 1.0 1.4%
VONG Vanguard Russell 1000 Growth ETF 3.6 33% 8% 1.04
 
 
 
 
85% 3.7 1.0%
VONV Vanguard Russell 1000 Value ETF 2.0 40% 3% 1.01
 
 
 
 
52% 1.6 1.8%
VTHR Vanguard Russell 3000 ETF 0.3 21% 1% 0.98
 
 
 
 
77% 0.2 1.3%
BSV Vanguard Short-Term Bond ETF 0.0 -2% 1% 0.10
 
 
 
 
5% 89.4 1.9%
VCSH Vanguard Short-Term Corporate Bond ETF 0.1 10% 0% 0.12
 
 
 
 
5% 75.1 2.4%
VTIP Vanguard Short-Term Inflation-Protected 0.0 4% 0% 0.12
 
 
 
 
34% 14.2 6.1%
VGSH Vanguard Short-Term Treasury ETF 0.0 -3% 1% 0.07
 
 
 
 
6% 80.0 1.6%
VB Vanguard Small-Cap ETF 4.9 44% 8% 1.13
 
 
 
 
94% 142.0 1.2%
VBR Vanguard Small-Cap Value ETF 5.4 39% 10% 1.11
 
 
 
 
85% 46.8 1.7%
VOO Vanguard S&P500 ETF 0.0 26% 0% 1.00
 
 
 
 
70% 262.2 1.7%
VOOV Vanguard S&P 500 Value ETF 2.3 44% 3% 0.99
 
 
 
 
50% 2.0 2.1%
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.8 32% 11% 1.13
 
 
 
 
85% 0.9 1.5%
VIOO Vanguard S&P Small-Cap 600 ETF 8.1 46% 14% 1.20
 
 
 
 
95% 5.5 1.0%
BND Vanguard Total Bond Market ETF -0.2 -5% 1% 0.24
 
 
 
 
6% 174.6 2.7%
VTI Vanguard Total Stock Market ETF 0.5 26% 1% 1.00
 
 
 
 
74% 170.7 1.6%
VT Vanguard Total World Stock ETF 2.3 48% 3% 1.04
 
 
 
 
67% 35.0 1.4%
VPU Vanguard Utilities ETF 5.5 24% 16% 1.05
 
 
 
 
28% 11.7 3.0%
VTV Vanguard Value ETF 1.9 38% 3% 1.00
 
 
 
 
59% 86.3 2.3%
CDC VictoryShares US EQ Income Enhanced Vola 2.5 30% 5% 0.86
 
 
 
 
50% 3.0 1.9%
VBND Vident Core U.S. Bond Strategy ETF -0.2 -6% 1% 0.29
 
 
 
 
2% 0.7 2.0%
VUSE Vident Core US Equity ETF 4.4 42% 8% 1.10
 
 
 
 
78% 0.9 1.0%
WBII WBI BullBear Global Income ETF 0.0 -6% 0% 0.27
 
 
 
 
3% 0.8 3.7%
FLAG WeatherStorm Forensic Accounting Long Sh 4.4 30% 13% 1.29
 
 
 
 
66% 0.0 1.1%
ALD WisdomTree Asia Local Debt Fund 0.2 7% 1% 0.55
 
 
 
 
10% 0.2 1.8%
AXJL WisdomTree Asia-Pacific ex-Japan Fund 4.4 38% 10% 1.26
 
 
 
 
54% 0.1 1.4%
AUSE WisdomTree Australia Dividend Fund 3.9 29% 15% 1.54
 
 
 
 
32% 0.1 4.9%
AGZD WisdomTree Barclays Interest Rate Hedged 0.2 26% 0% 0.32
 
 
 
 
28% 0.1 2.5%
USFR WisdomTree Bloomberg Floating Rate Treas 0.2 16% 0% 0.23
 
 
 
 
4% 2.8 1.7%
EMCB WisdomTree Emerging Markets Corporate Bo 0.8 26% 1% 0.57
 
 
 
 
0% 1.2 4.2%
XSOE WisdomTree Emerging Markets ex-State-Own 13.6 53% 25% 1.38
 
 
 
 
57% 0.9 1.5%
DEM WisdomTree Emerging Markets High Dividen 7.6 39% 20% 1.45
 
 
 
 
61% 35.7 2.5%
ELD Wisdom Tree Emerging Markets Local Debt 1.5 18% 4% 0.73
 
 
 
 
3% 0.6 6.7%
DGS WisdomTree Emerging Markets SmallCap Div 12.4 47% 24% 1.32
 
 
 
 
60% 3.4 1.8%
DXGE WisdomTree Germany Hedged Equity Fund 3.3 33% 10% 1.37
 
 
 
 
81% 0.1 3.3%
DRW WisdomTree Global ex-US Real Estate Fund 4.4 21% 15% 1.12
 
 
 
 
55% 0.2 1.0%
DEW WisdomTree Global High Dividend Fund 0.6 17% 2% 1.01
 
 
 
 
40% 0.1 2.0%
HYZD WisdomTree Interest Rate Hedged High Yie 3.0 40% 4% 0.67
 
 
 
 
31% 1.9 4.7%
DOO WisdomTree International Dividend Ex-Fin 0.7 14% 4% 1.16
 
 
 
 
72% 0.2 1.8%
DWM WisdomTree International Equity Fund 3.5 44% 6% 1.10
 
 
 
 
60% 1.9 1.2%
IHDG WisdomTree International Hedged Quality 2.0 26% 6% 1.10
 
 
 
 
95% 1.0 1.8%
DTH WisdomTree International High Dividend F 2.2 36% 5% 1.19
 
 
 
 
53% 0.2 1.9%
DOL WisdomTree International LargeCap Divide 2.5 38% 5% 1.16
 
 
 
 
60% 0.5 1.5%
JHDG WisdomTree Japan Hedged Dividend Growth 2.1 20% 12% 1.53
 
 
 
 
74% 0.0 4.4%
DXJ WisdomTree Japan Hedged Equity Fund 4.3 31% 18% 1.69
 
 
 
 
63% 50.5 3.4%
DXJF WisdomTree Japan Hedged Financials Fund 4.0 29% 26% 2.11
 
 
 
 
67% 0.1 2.0%
DXJS WisdomTree Japan Hedged Small-Cap Equity 6.6 33% 24% 1.60
 
 
 
 
86% 1.1 1.4%
DFJ WisdomTree Japan SmallCap Fund 6.6 40% 12% 1.12
 
 
 
 
77% 2.7 3.2%
GULF WisdomTree Middle East Dividend Fund 0.9 9% 8% 1.20
 
 
 
 
81% 0.1 3.5%
DTN WisdomTree U.S. Dividend ex-Financials F 1.8 28% 4% 0.98
 
 
 
 
51% 0.6 2.5%
EPS WisdomTree U.S. Earnings 500 Fund 2.1 37% 4% 1.00
 
 
 
 
63% 2.6 1.3%
DHS WisdomTree U.S. High Dividend Fund 3.6 34% 6% 0.90
 
 
 
 
33% 1.9 2.2%
DLN WisdomTree U.S. LargeCap Dividend Fund 0.8 29% 2% 0.94
 
 
 
 
52% 2.0 1.7%
DON WisdomTree U.S. MidCap Dividend Fund 3.4 33% 7% 0.98
 
 
 
 
70% 5.2 1.5%
DGRW WisdomTree U.S. Quality Dividend Growth 2.2 33% 4% 0.97
 
 
 
 
63% 8.9 1.2%
QSY WisdomTree U.S. Quality Shareholder Yiel 2.3 36% 4% 0.99
 
 
 
 
67% 0.1 1.0%
DES WisdomTree U.S. SmallCap Dividend Fund 6.7 34% 15% 1.13
 
 
 
 
82% 5.3 1.2%
DTD WisdomTree U.S. Total Dividend Fund 1.1 26% 3% 0.93
 
 
 
 
54% 1.2 1.7%
EXT WisdomTree U.S. Total Earnings Fund 2.5 43% 4% 1.03
 
 
 
 
64% 0.0 1.3%
EQLT Workplace Equality ETF 2.9 43% 5% 1.09
 
 
 
 
62% 0.0 1.2%
DBAW Xtrackers MSCI All World ex US Hedged Eq 2.3 42% 4% 1.11
 
 
 
 
79% 0.3 2.5%
DBAP Xtrackers MSCI Asia Pacific ex Japan Hed 6.7 52% 11% 1.25
 
 
 
 
100% 0.1 3.4%
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 3.0 46% 5% 1.19
 
 
 
 
94% 11.4 2.3%
DBEM Xtrackers MSCI Emerging Markets Hedged E 5.1 43% 9% 1.14
 
 
 
 
58% 2.4 2.7%
DBEU Xtrackers MSCI Europe Hedged Equity ETF 3.0 37% 6% 1.19
 
 
 
 
97% 4.5 1.8%
RVNU Xtrackers Municipal Infrastructure Reven 1.8 15% 5% 0.55
 
 
 
 
11% 0.1 2.8%
YYY YieldShares High Income ETF 2.9 19% 8% 0.69
 
 
 
 
14% 2.9 8.4%


Definition of Parameters:

ETF Rank
A composite indicator that includes the Trend Quality Indicator, the 3-Yr Energy Indicator and other considerations, with the objective of ranking the "likely future value" of including an ETF in a SectorSurfer Strategy. It does not directly indicate which ETFs are hot to buy today, but rather indicates which ETFs will likely make excellent candidates for SectorSurfer's selection algorithm. Make this your primary ETF screening parameter.


Trend Quality

A measure of the probability that a trend will continue from one month to the next. It is calculated over the most recent five years as the ratio of the sum of all actual monthly returns during months that SectorSurfer's trend indicator predicted would be positive, divided by the sum of all of the positive return amounts predicted.  Some ETFs inherently have poor trend quality because they are thinly traded or have small capitalization and are easily buffeted by traders responding to economic, sector, or competitor headlines. Knowing whether a trend indication has meaning or is more likely irrelevant market noise is important to improving the batting average in ETF selection. An example of a nice steady trend characteristic is iShares Target Date 2015 (TZE), while others, such as Market Vectors Solar Energy ETF (KWT), are fraught with sharp trend reversals that negate trend reliability.


3-Yr Excess

The relative recent price strength as measured by the cumulative returns in excess of the S&P 500 over the past three years. Calculations are based on the daily sum of the positive differences in the one-month-double-smoothed daily returns of each.  Companies that have outperformed the S&P500 index in recent periods have likely done so for a reason, and are more likely to do so again in the future. While many companies do well during an initial growth phase, most later go dormant. However, some do have additional growth phases. For example, while DELL was a rising star in the late 90s, it has since been dormant for over a decade and serves no purpose in a current SectorSurfer ETF Strategy. See example DELL chart.


Relative Volatility
The ratio of the ETF's daily price volatility to the S&P500's daily price volatility, where volatility is measured by the standard deviation of the percentage change in daily price during the past three years. The daily volatility of the S&P500 typically runs about 1.2%. An ETF with 2.5 times the daily volatility will show a value of 2.5 in the table. Volatility is a measure of market noise that reduces reliability of the trend signal. The higher the volatility, the more likely an erroneous head-fake signal will be generated — and as you know, having a reliable handoff of the baton in a relay race is critical. A relative volatility rating of about 1.5 or less is recommended.


Signature Ribbon
Signature RibbonThe Ribbon's three colored bars provide a visual means to help identify ETFs of different character — meaning ETFs that have poorly correlated price movements that would be likely to play well together in a SectorSurfer Strategy as outlined here. The annotated chart to the right demonstrates how to interpret the Signature Ribbon's three colored bars.

Along the top of the chart is a portion of the screener row for VIAB showing its green-black-blue ribbons on the right side. The three ribbons represent the returns from each of the prior three years. Each year is further broken down into thirds, represented by the three primary colors red, green, and blue, which are combined together to make one stripe. The color triangle below shows how the various colors combine. For example, blue plus red makes purple, red plus green makes yellow, and all of them together create white. Red represents performance during the first part of the year, green during the middle, and blue the end. Performance is measured relative to the S&P500 during the same interval.
Color Chart
The first bar in the Signature Ribbon is bright green, indicating that the middle of the first year performed much better than the S&P500, but there was no contribution during the first (red) or last (blue) portions of the year. During the second year, VIAB performs about the same as the S&P500, so neither red, green, nor blue have contributions, leaving the second ribbon black. In the final year, VIAB performs about as well as the S&P500 during the start of the year, so no contribution to red, but performance is much better than the S&P500 during the middle and end portions of the year, contributing both green and blue to produce the aqua colored third bar in the Signature Ribbon.

Use the Signature Ribbon as an quick guide for identifying uncorrelated candidates for your Strategy, but always be sure to examine the chart and other performance metrics of each before adding it as a participating member of your Strategy.


1-Yr Price Range
The current price as a percentage of the range between the 52-week high and the 52-week low. For example, if the current price is $80, the 52-week high was $100 and the 52-weeek low was $50 then the value = ($80 - $50) / ($100 - $50) = 60%. At a glance you will know if you are going to be bottom fishing or investing in something powering on to new highs.


Volume in $M/day
The daily traded volume of shares in millions of dollars. Thinly traded ETFs are more likely to have poor trend characteristics and are more likely to have significant bid-ask spreads that degrade returns in actual trades. A checkbox is provided above to include or exclude ETFs trading under $20 million per day. Note that ETFs trading at about this level may, or may not, make this threshold from day-to-day because of its daily fluctuation in trading volume.


Dividend
The annualized amount paid to shareholders by the company as a percent of share price. In the absence of any capital gains, the dividend yield is the return on investment for an ETF. However, in any trading system, eventually the ETF is sold, capital gains come to roost, and the dividends taken along the way simply amount to selling a portion of the investment each time a dividend is distributed. However, ETF prices used for charting and analysis are always dividend adjusted so that any analysis of the ETF's price is as if the dividends were reinvested in more shares. Thus, dividends do not represent any additional return not already represented in the adjusted price history. While some believe that the mere fact a company is paying a dividend is an indication of company maturity and prudent management, others would argue it signals the doldrums as management admits it no longer can think of better uses for surplus cash in product and market development. A checkbox is provided above to include or exclude ETFs under 1% annual dividend yield.


Spreadsheet Download
The link just above-right of the table enables downloading current data in the .csv spreadsheet file format. The file name contains both the current month and year so that the data from the last day of each month remains available on the server and accessible for your further experimentation. You can retrieve any of the files by using the following URL web address format: http://sumgrowth.com/Data/SGSETFScreener-mm-yyyy.csv where mm and yyyy are replaced with the current month and year respectively. The first ETF spreadsheet is for 07-2013, and the first stocks spreadsheet is for 06-2012.

For example:
•    http://sumgrowth.com/Data/SGSETFScreener-10-2016.csv for ETFs, and
•    http://sumgrowth.com/Data/SGSStockScreener-10-2016.csv for stocks.
 
Note: The last nine columns of the spreadsheet contain the Signature Ribbon data for the nine four-month periods prior to the date of the spreadsheet in the order of oldest to most recent, with values from 0.00 to 9.99. The value is proportional to the relative amount by which its performance exceeds the performance of the S&P500 during the period (or that of a money market fund if the S&P500 is trending negatively). There are no negative values because SectorSurfer's algorithm is inherently designed to ignore potentially negative contributors, thus rendering them of zero value.