Moderately Conservative Allocationor search across All Categories
Statistics as of Apr 04, 2025
Search , , ,
in
Found total of 111 distinct funds
Download top 1000 CSV
Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow ▲ |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.16% | TTM Yield 3.9% | 3yr Sharpe -0.12 | YTD Return -0.2% | 3yr Return 6.8% | 1yr Return 4.8% | Total Assets $49B | 6M Money Flow -$3B | |
Expense Ratio 0.23% | ||||||||
Expense Ratio 0.89% | TTM Yield 3.6% | 3yr Sharpe -0.08 | YTD Return -1.0% | 3yr Return 6.7% | 1yr Return 4.1% | Total Assets $11B | 6M Money Flow -$794M | |
Expense Ratio 0.65% Expense Ratio 0.56% Expense Ratio 1.64% Expense Ratio 0.56% Expense Ratio 1.28% Expense Ratio 0.96% Expense Ratio 0.67% Expense Ratio 0.66% | ||||||||
Expense Ratio 0.57% | TTM Yield 6.2% | 3yr Sharpe -0.05 | YTD Return -0.9% | 3yr Return 8.6% | 1yr Return 4.5% | Total Assets $10B | 6M Money Flow -$730M | |
Expense Ratio 0.82% Expense Ratio 0.52% Expense Ratio 1.57% | ||||||||
Expense Ratio 0.75% | TTM Yield 6.0% | 3yr Sharpe -0.17 | YTD Return -2.6% | 3yr Return 3.5% | 1yr Return 2.8% | Total Assets $8B | 6M Money Flow -$564M | |
Expense Ratio 0.60% Expense Ratio 1.25% Expense Ratio 0.52% | ||||||||
Expense Ratio 0.12% | TTM Yield 3.4% | 3yr Sharpe -0.13 | YTD Return -2.1% | 3yr Return 6.2% | 1yr Return 3.4% | Total Assets $10B | 6M Money Flow -$321M | |
Expense Ratio 0.89% | TTM Yield 4.7% | 3yr Sharpe -0.23 | YTD Return -0.1% | 3yr Return 3.9% | 1yr Return 4.0% | Total Assets $2B | 6M Money Flow -$183M | |
Expense Ratio 0.64% Expense Ratio 0.55% Expense Ratio 1.64% Expense Ratio 0.64% Expense Ratio 0.89% | ||||||||
Expense Ratio 0.83% | TTM Yield 3.2% | 3yr Sharpe -0.17 | YTD Return -1.9% | 3yr Return 5.2% | 1yr Return 2.3% | Total Assets $4B | 6M Money Flow -$154M | |
Expense Ratio 0.58% Expense Ratio 0.58% Expense Ratio 1.58% Expense Ratio 0.52% Expense Ratio 0.83% | ||||||||
Expense Ratio 0.22% | TTM Yield 3.7% | 3yr Sharpe -0.14 | YTD Return -2.8% | 3yr Return 5.0% | 1yr Return 2.0% | Total Assets $2B | 6M Money Flow -$140M | |
Expense Ratio 0.58% Expense Ratio 0.17% Expense Ratio 0.18% Expense Ratio 1.29% Expense Ratio 0.28% Expense Ratio 0.23% Expense Ratio 0.68% Expense Ratio 0.42% | ||||||||
Expense Ratio 0.97% | TTM Yield 5.0% | 3yr Sharpe -0.09 | YTD Return -5.2% | 3yr Return 3.0% | 1yr Return 1.9% | Total Assets $657M | 6M Money Flow -$102M | |
Expense Ratio 0.95% | TTM Yield 6.2% | 3yr Sharpe -0.38 | YTD Return -2.6% | 3yr Return -0.6% | 1yr Return 1.1% | Total Assets $872M | 6M Money Flow -$95M | |
Expense Ratio 0.72% Expense Ratio 1.72% Expense Ratio 1.22% Expense Ratio 0.62% | ||||||||
Expense Ratio 0.87% | TTM Yield 2.7% | 3yr Sharpe -0.10 | YTD Return -2.5% | 3yr Return 6.4% | 1yr Return 3.3% | Total Assets $2B | 6M Money Flow -$89M | |
Expense Ratio 1.03% Expense Ratio 0.73% Expense Ratio 1.83% Expense Ratio 0.97% Expense Ratio 1.28% | ||||||||
Expense Ratio 0.34% | TTM Yield 3.5% | 3yr Sharpe -0.10 | YTD Return -1.9% | 3yr Return 6.9% | 1yr Return 3.1% | Total Assets $2B | 6M Money Flow -$86M | |
Expense Ratio 0.49% Expense Ratio 0.99% Expense Ratio 0.74% | ||||||||
Expense Ratio 0.67% | TTM Yield 3.8% | 3yr Sharpe -0.08 | YTD Return -2.5% | 3yr Return 6.8% | 1yr Return 2.4% | Total Assets $2B | 6M Money Flow -$86M | |
Expense Ratio 0.56% | ||||||||
Expense Ratio 0.51% | TTM Yield 3.1% | 3yr Sharpe -0.23 | YTD Return -1.7% | 3yr Return 5.0% | 1yr Return 2.8% | Total Assets $2B | 6M Money Flow -$79M | |
Expense Ratio 0.48% Expense Ratio 0.79% Expense Ratio 0.54% Expense Ratio 1.04% Expense Ratio 1.54% | ||||||||
Expense Ratio 0.48% | TTM Yield 2.6% | 3yr Sharpe -0.51 | YTD Return 2.5% | 3yr Return -12.0% | 1yr Return 2.2% | Total Assets $521M | 6M Money Flow -$76M | |
Expense Ratio 0.51% | TTM Yield 2.8% | 3yr Sharpe -0.16 | YTD Return -3.0% | 3yr Return 4.8% | 1yr Return 1.8% | Total Assets $2B | 6M Money Flow -$59M | |
Expense Ratio 0.48% Expense Ratio 0.78% Expense Ratio 0.53% Expense Ratio 1.53% Expense Ratio 1.03% | ||||||||
Expense Ratio 0.81% | TTM Yield 3.0% | 3yr Sharpe -0.18 | YTD Return -3.0% | 3yr Return 4.2% | 1yr Return 1.7% | Total Assets $1B | 6M Money Flow -$56M | |
Expense Ratio 1.31% | ||||||||
Expense Ratio 0.62% | TTM Yield 3.0% | 3yr Sharpe -0.20 | YTD Return -2.7% | 3yr Return 4.1% | 1yr Return 2.8% | Total Assets $603M | 6M Money Flow -$55M | |
Expense Ratio 0.27% | ||||||||
Expense Ratio 0.61% | TTM Yield 2.7% | 3yr Sharpe -0.15 | YTD Return -3.0% | 3yr Return 5.0% | 1yr Return 1.9% | Total Assets $834M | 6M Money Flow -$51M | |
Expense Ratio 1.36% Expense Ratio 0.86% Expense Ratio 0.36% Expense Ratio 0.31% | ||||||||
Expense Ratio 1.05% | TTM Yield 5.7% | 3yr Sharpe -0.07 | YTD Return -2.0% | 3yr Return 7.4% | 1yr Return 2.1% | Total Assets $536M | 6M Money Flow -$45M | |
Expense Ratio 0.66% Expense Ratio 0.75% Expense Ratio 1.79% Expense Ratio 0.76% Expense Ratio 1.37% Expense Ratio 1.07% Expense Ratio 0.66% Expense Ratio 0.77% | ||||||||
Expense Ratio 1.19% | TTM Yield 3.5% | 3yr Sharpe -0.13 | YTD Return -1.7% | 3yr Return 6.5% | 1yr Return 4.3% | Total Assets $751M | 6M Money Flow -$44M | |
Expense Ratio 0.94% Expense Ratio 1.94% Expense Ratio 1.44% Expense Ratio 1.04% Expense Ratio 1.19% Expense Ratio 0.88% Expense Ratio 1.54% Expense Ratio 0.88% Expense Ratio 0.94% | ||||||||
Expense Ratio 0.38% | TTM Yield 3.7% | 3yr Sharpe -0.10 | YTD Return -3.1% | 3yr Return 5.6% | 1yr Return 2.3% | Total Assets $1B | 6M Money Flow -$41M | |
Expense Ratio 0.13% | ||||||||
Expense Ratio 0.89% | TTM Yield 3.5% | 3yr Sharpe -0.11 | YTD Return -4.8% | 3yr Return 5.1% | 1yr Return 1.7% | Total Assets $624M | 6M Money Flow -$40M | |
Expense Ratio 0.64% Expense Ratio 0.90% Expense Ratio 1.73% Expense Ratio 1.14% | ||||||||
Expense Ratio 0.99% | TTM Yield 2.2% | 3yr Sharpe -0.15 | YTD Return -5.1% | 3yr Return 5.2% | 1yr Return 0.3% | Total Assets $1B | 6M Money Flow -$38M | |
Expense Ratio 0.74% Expense Ratio 0.99% Expense Ratio 1.74% | ||||||||
Expense Ratio 0.75% | TTM Yield 5.8% | 3yr Sharpe -0.19 | YTD Return -0.3% | 3yr Return 3.4% | 1yr Return 4.0% | Total Assets $276M | 6M Money Flow -$38M | |
Expense Ratio 0.55% Expense Ratio 0.65% Expense Ratio 1.75% Expense Ratio 1.00% | ||||||||
Expense Ratio 0.49% | TTM Yield 4.1% | 3yr Sharpe -0.12 | YTD Return -2.0% | 3yr Return 6.6% | 1yr Return 2.9% | Total Assets $184M | 6M Money Flow -$34M | |
Expense Ratio 0.34% Expense Ratio 0.74% Expense Ratio 0.99% | ||||||||
Expense Ratio 0.60% | TTM Yield 1.4% | 3yr Sharpe 0.07 | YTD Return -2.4% | 3yr Return 11.2% | 1yr Return 5.8% | Total Assets $499M | 6M Money Flow -$34M | |
Expense Ratio 0.85% Expense Ratio 1.20% Expense Ratio 1.00% | ||||||||
Expense Ratio 0.37% | TTM Yield 3.4% | 3yr Sharpe -0.11 | YTD Return -2.2% | 3yr Return 7.1% | 1yr Return 2.5% | Total Assets $385M | 6M Money Flow -$28M | |
Expense Ratio 0.62% Expense Ratio 0.62% Expense Ratio 0.52% Expense Ratio 0.45% | ||||||||
Expense Ratio 0.52% | TTM Yield 3.7% | 3yr Sharpe -0.13 | YTD Return -2.2% | 3yr Return 6.2% | 1yr Return 2.8% | Total Assets $214M | 6M Money Flow -$28M | |
Expense Ratio 0.91% Expense Ratio 0.83% Expense Ratio 1.16% Expense Ratio 0.60% | ||||||||
Expense Ratio 0.59% | TTM Yield 3.4% | 3yr Sharpe -0.15 | YTD Return 0.3% | 3yr Return 6.3% | 1yr Return 5.7% | Total Assets $1B | 6M Money Flow -$28M | |
Expense Ratio 0.40% Expense Ratio 1.33% Expense Ratio 0.30% Expense Ratio 0.30% Expense Ratio 0.65% Expense Ratio 0.63% Expense Ratio 0.95% Expense Ratio 1.28% Expense Ratio 1.32% Expense Ratio 0.43% Expense Ratio 0.35% Expense Ratio 1.08% | ||||||||
Expense Ratio 0.47% | TTM Yield 4.5% | 3yr Sharpe -0.31 | YTD Return -1.9% | 3yr Return 1.4% | 1yr Return 3.0% | Total Assets $314M | 6M Money Flow -$28M | |
Expense Ratio 0.22% Expense Ratio 1.22% Expense Ratio 0.72% Expense Ratio 0.09% | ||||||||
Expense Ratio 1.06% | TTM Yield 2.5% | 3yr Sharpe -0.23 | YTD Return -2.4% | 3yr Return 3.4% | 1yr Return 2.5% | Total Assets $293M | 6M Money Flow -$28M | |
Expense Ratio 0.85% Expense Ratio 1.81% Expense Ratio 1.28% Expense Ratio 0.10% | ||||||||
Expense Ratio 0.94% | TTM Yield 3.5% | 3yr Sharpe -0.17 | YTD Return -1.0% | 3yr Return 6.7% | 1yr Return 3.9% | Total Assets $4B | 6M Money Flow -$26M | |
Expense Ratio 0.69% Expense Ratio 1.44% Expense Ratio 0.44% | ||||||||
Expense Ratio 1.23% | TTM Yield 1.3% | 3yr Sharpe 0.02 | YTD Return -4.7% | 3yr Return 9.5% | 1yr Return 2.4% | Total Assets $385M | 6M Money Flow -$26M | |
Expense Ratio 0.98% | ||||||||
Expense Ratio 1.04% | TTM Yield 3.1% | 3yr Sharpe -0.20 | YTD Return -1.3% | 3yr Return 5.9% | 1yr Return 3.8% | Total Assets $195M | 6M Money Flow -$22M | |
Expense Ratio 1.79% Expense Ratio 0.72% | ||||||||
Expense Ratio 1.04% | TTM Yield 3.0% | 3yr Sharpe -0.17 | YTD Return -3.4% | 3yr Return 4.3% | 1yr Return 1.9% | Total Assets $1B | 6M Money Flow -$21M | |
Expense Ratio 0.80% | ||||||||
Expense Ratio 0.86% | TTM Yield 4.4% | 3yr Sharpe -0.20 | YTD Return -4.1% | 3yr Return 3.7% | 1yr Return 0.4% | Total Assets $350M | 6M Money Flow -$20M | |
Expense Ratio 1.04% Expense Ratio 1.79% Expense Ratio 0.61% Expense Ratio 1.09% | ||||||||
Expense Ratio 0.95% | TTM Yield 5.7% | 3yr Sharpe 0.06 | YTD Return -1.5% | 3yr Return 11.3% | 1yr Return 5.0% | Total Assets $327M | 6M Money Flow -$20M | |
Expense Ratio 0.63% Expense Ratio 0.53% Expense Ratio 1.70% Expense Ratio 0.88% | ||||||||
Expense Ratio 1.12% | TTM Yield 3.8% | 3yr Sharpe -0.22 | YTD Return -4.1% | 3yr Return 2.5% | 1yr Return 1.6% | Total Assets $179M | 6M Money Flow -$18M | |
Expense Ratio 1.87% Expense Ratio 0.87% | ||||||||
Expense Ratio 0.93% | TTM Yield 3.0% | 3yr Sharpe -0.17 | YTD Return -2.3% | 3yr Return 5.3% | 1yr Return 3.2% | Total Assets $319M | 6M Money Flow -$18M | |
Expense Ratio 1.68% Expense Ratio 0.68% Expense Ratio 1.18% | ||||||||
Expense Ratio 0.42% | TTM Yield 4.4% | 3yr Sharpe -0.44 | YTD Return -0.1% | 3yr Return 1.3% | 1yr Return 3.2% | Total Assets $347M | 6M Money Flow -$18M | |
Expense Ratio 0.68% Expense Ratio 1.18% Expense Ratio 0.18% Expense Ratio 0.07% | ||||||||
Expense Ratio 0.62% | TTM Yield 2.9% | 3yr Sharpe -0.12 | YTD Return -2.0% | 3yr Return 6.7% | 1yr Return 3.2% | Total Assets $270M | 6M Money Flow -$18M | |