| Expanded ETF Listings |
| Category | Name | Ticker | Index Fund | Exp. Ratio (%) | Exp. Diff From Cat. | Annualized Total Return (%) | Bull Market Return | Bear Market Return | NAV Total Return(%) | Tax Cost Ratio(%) | Yield(%) | Risk Index | Total Assets($ Mil) | Port. Turnover(%) | Num. of Holdings | % of Port in Top 10 Holdings(%) | % of Port in Foreign Issues(%) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Last Month | Last Quarter | Last 1 Year | Last 3 Years | Last 5 Years | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | Cat. | Total | |||||||||||||||||||||||
| Ret | Cat +/- | Ret | Cat +/- | Ret | Cat +/- | Mkt Ret | Ret | Cat +/- | Mkt Ret | Ret | Cat +/- | Mkt Ret | |||||||||||||||||||||||
