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4-Star ETFs

Funds whose risk-adjusted returns fall within the top 32.5% relative to category peers receive a 4-star rating.

Name
Ticker
Morningstar Category
Adjusted Expense Ratio %
Return Rank in Category 1Y %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Active or Passive
Commodities Broad Basket
0.290%
30%
7%
11%
Passive
Small Growth
1.250%
5%
6%
Active
Allocation--50% to 70% Equity
0.870%
5%
3%
Active
Diversified Emerging Mkts
0.600%
5%
7%
19%
Passive
Large Blend
0.270%
11%
16%
41%
Passive
Foreign Large Value
0.500%
13%
35%
15%
Passive
Europe Stock
0.480%
61%
71%
61%
Passive
Large Value
0.480%
80%
63%
36%
Passive
Corporate Bond
0.290%
9%
10%
Active
Derivative Income
0.790%
47%
42%
Active
Short-Term Bond
0.790%
97%
4%
Active
Mid-Cap Value
0.290%
91%
49%
27%
Passive
Diversified Emerging Mkts
0.330%
32%
26%
Active
Foreign Large Blend
0.230%
21%
18%
Active
Large Blend
0.150%
22%
9%
Active
Small Value
0.250%
17%
6%
Active
Energy Limited Partnership
0.950%
Passive
Mid-Cap Blend
0.650%
65%
12%
57%
Passive
Diversified Emerging Mkts
0.640%
16%
16%
10%
Active
Global Allocation
0.420%
26%
20%
20%
Active
Tactical Allocation
1.110%
7%
17%
45%
Active
Tactical Allocation
0.500%
6%
25%
Active
Long-Short Equity
0.590%
12%
3%
61%
Active
Allocation--50% to 70% Equity
0.950%
Passive
Large Blend
0.590%
7%
41%
38%
Active
Ultrashort Bond
0.200%
6%
17%
Active
Diversified Emerging Mkts
0.160%
33%
30%
16%
Passive
India Equity
0.750%
22%
68%
83%
Passive
Foreign Small/Mid Value
1.280%
6%
60%
23%
Active
Consumer Cyclical
0.100%
79%
61%
43%
Passive
Long-Short Equity
0.950%
42%
42%
23%
Active
Options Trading
1.070%
2%
14%
12%
Active
Large Blend
0.110%
56%
31%
36%
Active
Small Blend
0.280%
25%
21%
41%
Active
Small Value
0.290%
23%
27%
28%
Active
Large Growth
0.350%
27%
30%
33%
Passive
Large Blend
0.750%
Passive
Mid-Cap Growth
0.450%
16%
29%
24%
Passive
Large Value
0.290%
74%
32%
21%
Passive
Large Value
0.290%
35%
24%
8%
Passive
High Yield Bond
0.450%
69%
24%
Active
Foreign Large Value
0.390%
54%
54%
Passive
Large Blend
0.290%
11%
32%
8%
Passive
Consumer Cyclical
0.084%
73%
36%
11%
Passive
Consumer Defensive
0.084%
57%
29%
22%
Passive
Equity Energy
0.084%
12%
33%
10%
Passive
Health
0.084%
26%
13%
15%
Passive
Industrials
0.084%
25%
32%
27%
Passive
Utilities
0.084%
40%
43%
30%
Passive
Large Growth
0.210%
65%
38%
30%
Passive
Small Blend
0.290%
29%
36%
Passive
Large Blend
0.290%
4%
18%
Passive
Intermediate Core-Plus Bond
0.360%
28%
18%
15%
Active
Financial
0.100%
30%
28%
28%
Passive
Muni California Long
0.650%
18%
15%
7%
Active
Large Blend
0.550%
12%
65%
50%
Passive
Consumer Defensive
0.630%
15%
29%
65%
Passive
Tactical Allocation
0.920%
20%
19%
Passive
Diversified Emerging Mkts
0.800%
1%
4%
4%
Passive
Financial
0.620%
27%
11%
15%
Passive
Commodities Broad Basket
0.950%
37%
28%
39%
Active
India Equity
0.800%
1%
16%
14%
Passive
Latin America Stock
0.800%
46%
32%
29%
Passive
Long-Short Equity
1.360%
36%
38%
24%
Active
Natural Resources
0.610%
38%
27%
29%
Passive
Large Value
0.450%
2%
26%
25%
Passive
High Yield Muni
0.700%
65%
37%
22%
Active
Technology
0.600%
13%
18%
27%
Passive
Large Growth
0.570%
43%
33%
53%
Passive
Large Growth
0.600%
2%
6%
26%
Passive
Preferred Stock
0.850%
36%
25%
28%
Active
Large Value
0.500%
94%
20%
4%
Passive
Bank Loan
0.860%
31%
25%
18%
Active
Muni National Short
0.550%
68%
28%
Active
Small Value
0.600%
62%
34%
24%
Passive
Technology
0.610%
34%
29%
20%
Passive
Muni National Short
0.450%
20%
9%
Active
Large Value
0.500%
64%
34%
24%
Passive
Large Value
0.670%
44%
74%
39%
Passive
Intermediate Government
0.200%
12%
20%
26%
Passive
Inflation-Protected Bond
0.180%
20%
7%
6%
Passive
Inflation-Protected Bond
0.180%
40%
34%
20%
Passive
Foreign Large Value
0.390%
87%
58%
59%
Passive
Large Value
0.370%
92%
33%
36%
Passive
Global Large-Stock Blend
0.420%
63%
16%
10%
Passive
Large Blend
0.320%
78%
36%
19%
Passive
Ultrashort Bond
0.250%
52%
36%
28%
Active
Allocation--85%+ Equity
0.690%
20%
10%
13%
Active
Muni National Interm
0.300%
87%
16%
28%
Active
China Region
0.090%
3%
49%
42%
Passive
India Equity
0.190%
36%
31%
Passive
Latin America Stock
0.190%
28%
24%
Passive
Global Bond
0.250%
14%
28%
Active
Bank Loan
0.450%
26%
30%
Active
Short Government
0.250%
6%
8%
33%
Active
Large Value
0.270%
19%
48%
45%
Passive
Small Blend
0.350%
56%
56%
40%
Passive
Diversified Emerging Mkts
0.490%
17%
10%
Passive
Global Small/Mid Stock
0.500%
32%
72%
24%
Passive
Natural Resources
0.750%
96%
5%
13%
Passive

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