Top 3 ETFs per category, ranked by three-year asset growth
Top 3 ETFs per category, ranked by three-year asset growth Click column headers to sort fields…
Top 3 ETFs per category, ranked by three-year asset growth
Click column headers to sort fields
Rank | Fund | Symbol | % gain in total net assets | ’07 assets ($M) | ’04 assets ($M) | 1-year total return | 3-year total return | Expense ratio |
---|---|---|---|---|---|---|---|---|
Growth | ||||||||
1 | iShares Morningstar Mid Growth | JKH | 4978.89 | 457.1 | 9 | 0.1622 | 0.1588 | 0.003 |
2 | iShares Morningstar Large Growth | JKE | 1966.08 | 469 | 22.7 | 12.24 | 8.2 | 0.25 |
3 | iShares Morningstar Small Growth | JKK | 662.28 | 86.9 | 11.4 | 9.19 | 9.79 | 0.3 |
Large-cap | ||||||||
1 | Vanguard Large-Cap Index | VV | 2631.39 | 1078.9 | 39.5 | 8.44 | 10.85 | 0.066 |
2 | iShares Morningstar Large Growth | JKE | 1966.08 | 469 | 22.7 | 12.24 | 8.2 | 0.25 |
3 | iShares Morningstar Large Value | JKF | 1299.19 | 345.6 | 24.7 | 2.74 | 11.38 | 0.25 |
Mid-cap | ||||||||
1 | iShares Morningstar Mid Growth | JKH | 4978.89 | 457.1 | 9 | 16.22 | 15.88 | 0.3 |
2 | iShares Morningstar Mid Core | JKG | 994.04 | 165.2 | 15.1 | 2.76 | 10.51 | 0.25 |
3 | iShares Morningstar Mid Value | JKI | 856.41 | 149.2 | 15.6 | -3 | 9.44 | 0.3 |
Multi-cap | ||||||||
1 | iShares S&P 1500 Index | ISI | 422.99 | 234.3 | 44.8 | 7.22 | 9.99 | 0.2 |
2 | PowerShares Dynamic Market | PWC | 400.47 | 853.8 | 170.6 | 5.11 | 10.56 | 0.599 |
3 | Rydex S&P Equal Weight | RSP | 351.59 | 2192.9 | 485.6 | 3.3 | 9.48 | 0.4 |
Sector | ||||||||
1 | Vanguard InfoTech ETF | VGT | 3248.86 | 589.4 | 17.6 | 12.4 | 9.4 | 0.216 |
2 | iShares S&P Global Telecommunications Index | IXN | 2595.39 | 584.9 | 21.7 | 30.86 | 17.66 | 0.48 |
3 | Vanguard Energy ETF | VDE | 1727.05 | 736.3 | 40.3 | 21.82 | 26.43 | 0.217 |
Small-cap | ||||||||
1 | iShares Morningstar Small Core | JKJ | 1013.71 | 138.1 | 12.4 | -4.23 | 7.92 | 0.25 |
2 | iShares Morningstar Small Value | JKL | 801.61 | 111.8 | 12.4 | -7.08 | 5.79 | 0.3 |
3 | iShares Morningstar Small Growth | JKK | 662.28 | 86.9 | 11.4 | 9.19 | 9.79 | 0.3 |
Value | ||||||||
1 | iShares Morningstar Large Value | JKF | 1299.19 | 345.6 | 24.7 | 2.74 | 11.38 | 0.25 |
2 | iShares Morningstar Mid Value | JKI | 856.41 | 149.2 | 15.6 | -3 | 9.44 | 0.3 |
3 | iShares Morningstar Small Value | JKL | 801.61 | 111.8 | 12.4 | -7.08 | 5.79 | 0.3 |
World equity | ||||||||
1 | iShares FTSE/Xinhua China 25 Index | FXI | 7690.56 | 9161.7 | 117.6 | 98.23 | 51.02 | 0.74 |
2 | BLDRS Emerging Markets 50 ADR | ADRE | 4996.77 | 948 | 18.6 | 51.85 | 43.57 | 0.3 |
3 | iShares MSCI Brazil (Free) Index | EWZ | 2927.55 | 7.671.8 | 253.4 | 83.08 | 59.78 | 0.68 |
Assets as of Oct. 31, returns as of Nov. 30. Distinct portfolios – for funds with more than one share class, the oldest is used | Source: Source: Lipper Inc. |
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