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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
30
8
17
Passive
Tactical Allocation
1.690
54
3
2
Active
Allocation--50% to 70% Equity
0.870
31
24
Active
Foreign Large Value
0.500
12
35
10
Passive
Global Allocation
1.300
99
7
26
Active
Derivative Income
0.550
12
5
1
Active
Short-Term Bond
0.790
22
1
Active
Tactical Allocation
1.690
3
18
25
Active
Foreign Small/Mid Value
0.590
16
10
11
Active
Global Allocation
0.960
11
11
15
Active
Mid-Cap Value
0.590
66
1
1
Active
Long-Short Equity
0.950
12
24
16
Active
Communications
0.300
1
12
Passive
Technology
0.400
22
16
Passive
Large Growth
0.620
7
2
Passive
Large Blend
0.390
39
4
Passive
Large Value
0.750
Passive
Equity Energy
0.100
36
32
17
Passive
Foreign Large Blend
0.600
18
4
Active
High Yield Bond
0.450
75
6
Active
Consumer Cyclical
0.084
23
10
4
Passive
Technology
0.084
8
18
16
Passive
Large Growth
0.210
51
12
24
Passive
Large Value
0.290
20
9
4
Passive
Tactical Allocation
0.920
6
21
Passive
Preferred Stock
0.850
22
17
Active
Long Government
0.710
55
70
Active
Natural Resources
0.640
30
11
21
Passive
Energy Limited Partnership
0.950
97
29
4
Active
Muni National Short
0.350
44
6
Active
Natural Resources
0.530
85
40
14
Passive
Global Large-Stock Blend
0.420
14
3
5
Passive
Europe Stock
0.090
7
24
Passive
Japan Stock
0.090
9
9
Passive
China Region
0.190
2
4
Passive
Bank Loan
0.450
25
31
Active
Foreign Large Blend
0.400
1
12
15
Passive
Mid-Cap Blend
0.300
14
18
Passive
Miscellaneous Region
0.610
Passive
Infrastructure
0.470
51
1
1
Passive
Long-Short Equity
1.000
10
5
4
Active
Large Blend
0.750
71
1
Passive
Mid-Cap Growth
0.800
1
4
Passive
Options Trading
0.790
22
6
Active
Long Government
0.250
84
82
82
Passive
Emerging Markets Bond
0.290
11
18
Passive
Emerging Markets Bond
0.290
3
7
Passive
Large Value
0.070
84
77
20
Passive
Diversified Emerging Mkts
0.900
14
5
7
Passive
Industrials
0.600
88
14
4
Passive
Large Value
0.390
27
11
14
Passive
Allocation--70% to 85% Equity
0.310
22
16
17
Active
Foreign Large Value
0.560
1
3
1
Passive
Large Growth
0.200
20
5
6
Passive
Foreign Large Value
0.230
16
4
Passive
Large Value
0.190
9
2
Passive
Large Blend
0.250
54
50
45
Passive
Large Growth
0.360
21
27
13
Passive
Large Value
0.390
10
6
4
Passive
Natural Resources
0.400
54
17
10
Passive
Industrials
0.400
19
11
16
Passive
Large Blend
0.150
35
43
48
Passive
Large Blend
0.200
2
3
1
Passive
Diversified Emerging Mkts
0.290
1
28
29
Passive
Mid-Cap Growth
0.330
17
38
5
Passive
Mid-Cap Blend
0.250
87
9
9
Passive
Small Value
0.390
47
3
4
Passive
Intermediate Core-Plus Bond
0.500
64
9
5
Active
Large Value
0.450
Passive
Foreign Large Blend
0.200
11
20
19
Passive
Muni National Interm
0.310
45
10
Active
Short Government
0.200
59
1
1
Passive
Allocation--70% to 85% Equity
0.150
46
51
43
Passive
Large Value
0.080
51
18
3
Passive
Large Blend
0.030
17
19
16
Passive
Foreign Large Blend
0.350
25
29
17
Passive
Foreign Small/Mid Blend
0.420
21
18
1
Passive
Foreign Large Blend
0.350
2
14
14
Passive
Japan Stock
0.500
13
13
6
Passive
Global Large-Stock Blend
0.400
4
3
2
Passive
Equity Energy
0.430
64
58
23
Passive
Corporate Bond
0.180
1
2
Passive
Emerging Markets Bond
0.500
47
19
20
Passive
Mid-Cap Growth
0.060
21
15
15
Passive
Miscellaneous Region
0.570
Passive
Equity Energy
0.390
66
62
14
Passive
Global Large-Stock Blend
0.490
97
14
10
Passive
Equity Precious Metals
0.390
4
23
4
Passive

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