Skip to Content

5-Star ETFs

Funds whose risk-adjusted returns fall within the top 10% relative to category peers receive a 5-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
32
16
19
Passive
Tactical Allocation
1.690
82
6
2
Active
Allocation--50% to 70% Equity
0.870
2
1
Active
Small Blend
0.480
7
32
31
Passive
Global Allocation
1.300
53
1
11
Active
Corporate Bond
0.290
8
17
Active
Derivative Income
0.550
16
8
2
Active
Short-Term Bond
0.790
98
2
Active
Mid-Cap Value
0.590
91
1
1
Active
Global Large-Stock Blend
0.650
89
1
Passive
India Equity
0.750
1
16
57
Passive
Communications
0.300
9
6
Passive
Large Blend
0.390
11
2
Passive
Large Value
0.750
Passive
Equity Energy
0.100
16
33
17
Passive
Health
0.084
24
15
12
Passive
Technology
0.084
7
16
10
Passive
Large Growth
0.210
55
13
17
Passive
Utilities
0.950
57
Active
Preferred Stock
0.850
30
25
Active
Long Government
0.710
5
1
Active
Energy Limited Partnership
0.950
56
30
4
Active
Muni National Short
0.350
63
8
Active
Natural Resources
0.530
76
42
13
Passive
Corporate Bond
0.220
12
7
16
Passive
Europe Stock
0.090
8
5
Passive
Japan Stock
0.090
12
5
Passive
China Region
0.190
26
8
Passive
Foreign Large Blend
0.090
1
3
3
Passive
Foreign Large Value
0.400
1
7
3
Passive
Bank Loan
0.450
39
37
Active
Mid-Cap Blend
0.300
28
12
3
Passive
Miscellaneous Region
0.610
Passive
Infrastructure
0.470
93
1
1
Passive
Large Blend
0.500
14
12
5
Active
Long-Short Equity
1.000
34
4
6
Active
Large Blend
0.490
61
10
Passive
Large Blend
0.750
54
1
Passive
Mid-Cap Growth
0.800
2
3
Passive
Options Trading
0.790
32
5
Active
Options Trading
0.790
65
Active
Long Government
0.250
10
12
1
Passive
Emerging Markets Bond
0.290
2
5
Passive
Emerging Markets Bond
0.290
5
7
Passive
Emerging Markets Bond
0.290
3
3
Passive
Large Value
0.390
60
11
14
Passive
Allocation--70% to 85% Equity
0.310
19
15
10
Active
Mid-Cap Value
0.520
1
28
14
Passive
Foreign Large Value
0.530
1
3
1
Passive
Large Growth
0.200
42
2
3
Passive
Foreign Large Value
0.230
32
5
Passive
Large Value
0.190
37
2
Passive
Large Value
0.250
86
12
5
Passive
Large Blend
0.330
21
2
1
Passive
Large Value
0.390
39
7
5
Passive
Long-Short Equity
0.400
55
37
21
Active
Natural Resources
0.400
44
19
11
Passive
Industrials
0.400
29
10
12
Passive
Large Blend
0.150
57
39
48
Passive
Large Blend
0.200
44
6
3
Passive
Mid-Cap Growth
0.330
11
22
5
Passive
Mid-Cap Blend
0.250
72
7
11
Passive
Small Value
0.390
79
2
3
Passive
Intermediate Core-Plus Bond
0.500
93
27
9
Active
Ultrashort Bond
0.300
40
5
10
Active
Natural Resources
0.590
77
58
9
Passive
Large Value
0.450
Passive
Foreign Large Blend
0.200
8
10
10
Passive
Long Government
0.150
1
6
7
Passive
Global Allocation
0.150
57
20
9
Passive
Large Value
0.080
38
14
3
Passive
Foreign Large Blend
0.350
3
5
5
Passive
Foreign Small/Mid Blend
0.420
1
6
1
Passive
Foreign Large Blend
0.350
1
3
1
Passive
Europe Stock
0.530
19
14
3
Passive
Japan Stock
0.500
16
17
6
Passive
Global Large-Stock Blend
0.400
13
3
1
Passive
Equity Energy
0.400
39
58
23
Passive
High Yield Bond
0.350
2
5
Passive
High Yield Bond
0.350
3
6
Passive
Corporate Bond
0.180
11
2
Passive
Miscellaneous Region
0.570
Passive
Natural Resources
0.390
33
22
24
Passive
Equity Energy
0.390
48
62
14
Passive
Global Large-Stock Blend
0.490
76
1
2
Passive
Equity Precious Metals
0.390
11
6
4
Passive
Foreign Large Blend
0.300
26
14
7
Passive
Foreign Small/Mid Blend
0.400
13
18
7
Passive
Miscellaneous Region
0.500
Passive
Miscellaneous Region
0.570
Passive
Miscellaneous Region
0.500
Passive
China Region
0.570
31
6
9
Passive
Miscellaneous Region
0.570
Passive

Sponsor Center