Semiconductors Process Big Second-Quarter Gains
By AAII Staff
The top 25 and bottom 25 exchange-traded funds (ETFs) and mutual funds for the second quarter of 2026.
Large-Cap Value With Consistent Strong Performance
Large-cap value equity ETFs that have performed well within their peer group over the last five years, with lower category risk and a lower category expense ratio.
Passing ETFs Ranked By 1-Month Ret
| ETF NAME | TICKER | 1-MONTH RET | TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Invesco Dow Jones Industrial Avg Div ETF |
DJD
|
2.0% C | 0.95 | 0.96 D | 0.07% F | Large Value |
| Fidelity Dividend ETF for Rising Rates |
FDRR
|
3.9% B | 1.00 | 1.00 C | 0.15% F | Large Value |
| Fidelity Enhanced Large Cap Value ETF |
FELV
|
4.7% A | 1.03 | 1.03 B | 0.18% F | Large Value |
| Schwab Fundamental U.S. Broad Market ETF |
FNDB
|
1.6% D | 1.01 | 1.01 B | 0.25% D | Large Value |
| Schwab Fundamental U.S. Large CompanyETF |
FNDX
|
2.0% C | 0.98 | 0.99 C | 0.25% D | Large Value |
(Data as of 7/31/2026)
TOP ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Invesco S&P 500® Momentum ETF |
SPMO
|
20.2% A | 1.70 | 1.54 F | 0.13% A | Large Blend |
| iShares MSCI USA Quality GARP ETF |
GARP
|
17.5% A | 1.49 | 0.99 C | 0.15% A | Large Growth |
| Putnam Focused Large Cap Value ETF |
PVAL
|
17.2% A | 0.96 | 0.96 C | 0.55% C | Large Value |
| F/m Emerald Special Situations ETF |
SPIT
|
16.8% A | 1.72 | 1.15 F | 0.89% F | Large Growth |
| Fidelity Fundamental Large Cap Core ETF |
FFLC
|
16.5% A | 1.12 | 1.01 D | 0.38% B | Large Blend |
BOTTOM ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Invesco WilderHill Clean Energy ETF |
PBW
|
-15.4% F | 3.37 | 1.93 F | 0.64% C | Small Growth |
| Renaissance IPO ETF |
IPO
|
-3.8% F | 2.31 | 1.34 F | 0.60% C | Mid-Cap Growth |
| Invesco S&P SmallCap Hi Div Low Vol ETF |
XSHD
|
-3.2% F | 1.38 | 0.92 B | 0.30% B | Small Value |
| ALPS O'Shares Glbl Internet Gnts ETF |
OGIG
|
-3.1% F | 1.86 | 1.24 F | 0.48% C | Large Growth |
| CapForce IBD® 50 ETF |
FFTY
|
-2.8% F | 2.45 | 1.42 F | 0.80% D | Mid-Cap Growth |
(Data as of 7/31/2026)
TOP ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| iShares MSCI Peru ETF |
EPU
|
31.7% A | 1.90 | 0.29 A | 0.59% C | Focused Region |
| WisdomTree Japan Hedged Equity ETF |
DXJ
|
27.7% A | 1.14 | 1.01 D | 0.48% C | Japan Stock |
| Global X MSCI Greece ETF |
GREK
|
27.6% A | 1.61 | 0.25 A | 0.56% C | Focused Region |
| Global X MSCI Argentina ETF |
ARGT
|
26.9% A | 2.82 | 0.43 A | 0.59% C | Focused Region |
| WisdomTree Japan Opportunities ETF |
OPPJ
|
24.9% A | 1.11 | 0.98 C | 0.58% C | Japan Stock |
BOTTOM ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| Franklin FTSE Russia ETF |
FLRU
|
-79.7% F | 0.00 | 0.00 A | 0.19% A | Focused Region |
| VanEck Russia ETF |
RSX
|
-44.4% F | 11.03 | 1.68 F | 0.83% D | Focused Region |
| VanEck Russia Small-Cap ETF |
RSXJ
|
-22.6% F | 18.13 | 2.76 F | 0.84% D | Focused Region |
| Global X Dorsey Wright Thematic ETF |
GXDW
|
-13.2% F | 2.19 | 1.33 F | 0.50% C | Global Small/Mid Stock |
| KraneShares MSCI All China Hlth Care ETF |
KURE
|
-12.0% F | 2.18 | 1.03 D | 0.65% C | Greater China Region |
(Data as of 7/31/2026)
TOP ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| VanEck Semiconductor ETF |
SMH
|
33.4% A | 2.71 | 1.25 F | 0.35% B | Technology |
| Invesco PHLX Semiconductor ETF |
SOXQ
|
28.6% A | 3.03 | 1.40 F | 0.19% A | Technology |
| iShares Semiconductor ETF |
SOXX
|
28.1% A | 3.13 | 1.45 F | 0.33% B | Technology |
| First Trust Nasdaq Semiconductor ETF |
FTXL
|
26.8% A | 3.27 | 1.51 F | 0.60% C | Technology |
| Invesco Semiconductors ETF |
PSI
|
26.5% A | 3.41 | 1.57 F | 0.56% C | Technology |
BOTTOM ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| AdvisorShares Pure US Cannabis ETF |
MSOS
|
-34.7% F | 7.04 | 2.24 F | 0.78% D | Miscellaneous Sector |
| Amplify Alternative Harvest ETF |
MJ
|
-33.6% F | 5.25 | 1.67 F | 0.75% D | Miscellaneous Sector |
| Amplify Seymour Cannabis ETF |
CNBS
|
-33.1% F | 6.16 | 1.96 F | 0.76% D | Miscellaneous Sector |
| AdvisorShares Pure Cannabis ETF |
YOLO
|
-32.0% F | 4.68 | 1.49 F | 0.51% C | Miscellaneous Sector |
| Global X Hydrogen ETF |
HYDR
|
-18.5% F | 5.37 | 1.71 F | 0.50% C | Miscellaneous Sector |
(Data as of 7/31/2026)
TOP ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| ProShares High Yield—Interest Rate Hdgd |
HYHG
|
7.1% A | 0.25 | 0.57 A | 0.50% C | Nontraditional Bond |
| iShares Interest Rate Hdg Hi Yld Bd ETF |
HYGH
|
7.0% A | 0.24 | 0.69 A | 0.52% C | High Yield Bond |
| WisdomTree Interest Rt Hdg Hi Yld Bd ETF |
HYZD
|
6.3% A | 0.25 | 0.58 A | 0.43% B | Nontraditional Bond |
| Pacer Aristotle Pac Ast Fl Rt Hi Inc ETF |
FLRT
|
6.1% A | 0.17 | 1.02 D | 0.60% C | Bank Loan |
| ProShares Inflation Expectations |
RINF
|
5.9% A | 0.51 | 1.17 F | 0.30% B | Nontraditional Bond |
BOTTOM ETFs
| ETF NAME | TICKER | 5-YR ANNUAL RETURN |
TOTAL RISK INDEX |
CATEGORY RISK INDEX |
EXPENSE RATIO |
CATEGORY |
| PIMCO 25+ Year Zero Coupon US Trs ETF |
ZROZ
|
-14.4% F | 1.80 | 1.75 F | 0.15% A | Long Government |
| iShares 25+ Year Treasury STRIPS Bd ETF |
GOVZ
|
-14.3% F | 1.80 | 1.75 F | 0.10% A | Long Government |
| Vanguard Extended Duration Trs ETF |
EDV
|
-12.7% F | 1.67 | 1.62 F | 0.05% A | Long Government |
| iShares 20+ Year Treasury Bond ETF |
TLT
|
-8.2% D | 1.13 | 1.10 D | 0.15% A | Long Government |
| PIMCO 15+ Year US TIPS ETF |
LTPZ
|
-7.4% F | 0.95 | 2.21 F | 0.20% A | Inflation-Protected Bond |
(Data as of 7/31/2026)
Consistent Performers
A list of ETFs which have exceeded or fallen short of their category over the last 3-, 5-, and 10-year periods, updated monthly.
| ETF NAME | TICKER | ANNUAL RETURN | CATEGORY RISK INDEX |
CATEGORY | ||
| 3 YRS | 5 YRS | 10 YRS | ||||
| iShares Asia 50 ETF |
AIA
|
31.8% A | 12.5% A | 13.6% A | 1.20 F | Pacific/Asia ex-Japan Stk |
| First Trust RBA Amer Indl RenaisTM ETF |
AIRR
|
29.3% A | 23.4% A | 20.0% A | 1.26 F | Industrials |
| iShares Core 30/70 Cnsrv Allc ETF |
AOK
|
8.3% A | 3.3% A | 4.8% A | 0.97 C | Global Conservative Allocation |
| Global X MSCI Argentina ETF |
ARGT
|
28.5% A | 26.9% A | 16.8% A | 0.43 A | Focused Region |
| ARK Autonomous Technology&Robotics ETF |
ARKQ
|
25.1% A | 7.6% A | 19.5% A | 1.50 F | Mid-Cap Growth |
(Data as of 7/31/2026)
| ETF NAME | TICKER | ANNUAL RETURN | CATEGORY RISK INDEX |
CATEGORY | ||
| 3 YRS | 5 YRS | 10 YRS | ||||
| iShares MSCI Global Min Vol Factor ETF |
ACWV
|
10.2% F | 5.8% F | 7.2% F | 0.62 A | Global Large-Stock Blend |
| First Trust Active Gbl Qual Inc ETF |
AGQI
|
12.0% F | 5.8% F | 0.9% F | 0.90 B | Global Large-Stock Value |
| Akre Focus ETF |
AKRE
|
5.1% F | 1.6% F | 11.4% F | 0.94 C | Large Growth |
| BeeHive ETF |
BEEX
|
11.1% F | 6.6% F | 10.1% F | 0.86 B | Large Blend |
| iShares International Dividend ActiveETF |
BIDD
|
11.4% F | 7.8% F | 8.1% F | 0.98 C | Foreign Large Blend |
(Data as of 7/31/2026)
| ETF NAME | TICKER | ANNUAL RETURN | CATEGORY RISK INDEX |
CATEGORY | ||
| 3 YRS | 5 YRS | 10 YRS | ||||
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(Data as of 7/31/2026)
| ETF NAME | TICKER | MANAGER ADDED | NUMBER OF MANAGERS |
LONGEST TENURE (YEARS) | AVERAGE TENURE (YEARS) |
| ARK DIET Q3 Buffer ETF |
ARKE
|
Jeff Greco (2026) | 3 | 0.1 | 0.1 |
| ARK DIET Q3 Buffer ETF |
ARKE
|
Maria Schiopu (2026) | 3 | 0.1 | 0.1 |
| ARK DIET Q3 Buffer ETF |
ARKE
|
Catherine Wood (2026) | 3 | 0.1 | 0.1 |
| Alpha Architect US Equity 4 ETF |
AAUB
|
Wesley Gray (2026) | 2 | 0.0 | 0.0 |
| Alpha Architect US Equity 4 ETF |
AAUB
|
John Vogel (2026) | 2 | 0.0 | 0.0 |
(Data as of 7/31/2026)
| ETF NAME | TICKER | MANAGER DROPPED | NUMBER OF MANAGERS |
LONGEST TENURE (YEARS) | AVERAGE TENURE (YEARS) |
| ARK DIET Q3 Buffer ETF |
ARKE
|
Jeff Greco (2026) | 3 | 0.1 | 0.1 |
| ARK DIET Q3 Buffer ETF |
ARKE
|
Maria Schiopu (2026) | 3 | 0.1 | 0.1 |
| ARK DIET Q3 Buffer ETF |
ARKE
|
Catherine Wood (2026) | 3 | 0.1 | 0.1 |
| American Century Large Cap Equity ETF |
ACLC
|
Justin Brown (2020) | 3 | 6.1 | 2.1 |
| American Century Large Cap Equity ETF |
ACLC
|
Joseph Reiland (2020) | 3 | 6.1 | 2.1 |
(Data as of 7/31/2026)
| ETF NAME | TICKER | MANAGER NAMES | NUMBER OF MANAGERS |
LONGEST TENURE (YEARS) | AVERAGE TENURE (YEARS) |
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Performance Benchmarks
Returns for the major indexes and the ETF categories, updated monthly, to use for comparison.
| ETF CATEGORY | 1-MONTH RETURN |
YTD RETURN |
3-YR ANNUAL RETURN |
5-YR ANNUAL RETURN |
10-YR ANNUAL RETURN |
TOTAL RISK INDEX |
YIELD | EXPENSE RATIO |
| Foreign Large Blend | 1.1% | 12.1% | 16.4% | 9.2% | 9.3% | 1.07 | 2.6% | 0.40% |
| Large Blend | -0.8% | 9.5% | 17.4% | 11.2% | 13.6% | 1.10 | 1.2% | 0.41% |
| Intermediate Government | -1.0% | -0.8% | 3.4% | -0.4% | 1.0% | 0.38 | 4.8% | 0.10% |
| Mid-Cap Blend | -1.6% | 14.0% | 14.8% | 8.8% | 11.6% | 1.28 | 0.9% | 0.45% |
| Small Blend | -2.1% | 18.0% | 14.0% | 8.0% | 10.8% | 1.49 | 1.2% | 0.42% |
See All ETF Category Comparisons
(Data as of 7/31/2026)
| GLOBAL ASSET CLASS | 1-MONTH RETURN |
YTD RETURN |
3-YR ANNUAL RETURN |
5-YR ANNUAL RETURN |
10-YR ANNUAL RETURN |
TOTAL RISK INDEX |
YIELD | EXPENSE RATIO |
| Allocation | -0.8% | 7.5% | 11.0% | 5.7% | 6.9% | 0.85 | 2.8% | 0.88% |
| Fixed Income | -0.8% | 0.6% | 4.8% | 1.2% | 2.3% | 0.38 | 4.9% | 0.34% |
| Equity | -1.0% | 10.4% | 17.9% | 8.5% | 10.4% | 1.56 | 2.8% | 0.58% |
See All Global Asset Class Comparisons
(Data as of 7/31/2026)
| ETF GROUP | 1-MONTH RETURN |
YTD RETURN |
3-YR ANNUAL RETURN |
5-YR ANNUAL RETURN |
10-YR ANNUAL RETURN |
TOTAL RISK INDEX |
YIELD | EXPENSE RATIO |
| Commodities | 5.7% | 28.3% | 14.0% | 10.2% | 6.7% | 1.79 | 6.4% | 0.73% |
| International Equity | 0.2% | 11.6% | 26.7% | 8.0% | 8.8% | 2.09 | 2.8% | 0.51% |
| Taxable Bond | -0.7% | 0.6% | 5.2% | 1.3% | 2.5% | 0.38 | 5.2% | 0.35% |
| U.S. Equity | -0.8% | 12.1% | 16.2% | 9.7% | 12.4% | 1.26 | 1.2% | 0.44% |
| Allocation | -0.9% | 7.8% | 11.2% | 5.6% | 7.3% | 0.86 | 2.8% | 0.87% |
(Data as of 7/31/2026)
| INDEX | 1-MONTH RETURN |
YTD RETURN |
3-YR ANNUAL RETURN |
5-YR ANNUAL RETURN |
10-YR ANNUAL RETURN |
TOTAL RISK INDEX |
| MSCI EAFE GR USD | 2.0% | 12.0% | 16.5% | 9.9% | 9.9% | 0.89 |
| S&P 500 (TR) (1970) | -0.1% | 10.1% | 19.3% | 12.9% | 15.1% | 0.86 |
| S&P SmallCap 600 TR USD | -1.9% | 21.5% | 13.3% | 7.5% | 10.8% | 1.28 |
| S&P MidCap 400 TR | -2.4% | 14.5% | 13.0% | 8.5% | 10.9% | 1.05 |
| Bloomberg US Treasury Long TR USD | -4.0% | -3.6% | -1.1% | -7.0% | -2.0% | 0.86 |
(Data as of 7/31/2026)
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