Subscribe

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.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Follow the data to ID the best prospects

Advisers play an important role in grooming the next generation of savvy consumers, which can be a win-win for clients and advisers alike.

Advisers need to get real with clients about what reasonable investment returns look like

There's a big disconnect between investor expectations and stark economic realities, especially among American millennials.

Help clients give wisely

Not all charities are created equal, and advisers shouldn't relinquish their role as stewards of their clients' wealth by avoiding philanthropy discussions

Finra, it’s high time for transparency

A call for new Finra leadership to be more forthcoming about the board's work.

ETF liquidity a growing point of financial industry contention

Little to indicate the ETF industry is fully prepared for a major rush to the exits by investors.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print