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Negative Rated ETFs

We expect Negative-rated funds to underperform most of their Morningstar Category peers (or the category benchmark, if the fund is actively managed) after fees.

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
Invesco Variable Rate Investment Grd ETF
VRIG
Ultrashort Bond
0.300
7
21
—
Active
DSWY® L&P Qvssdqssscqwx Rmcpqrlh M
ZYJ
Foreign Large Value
0.450
96
60
74
Passive
THLH® ZNsD Mpmkkn Knfswvcryt B
QWQZ
Allocation--30% to 50% Equity
0.500
16
66
71
Active

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