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CPMPX - Changing Parameters

  • Fund Family Name: SouthernSunFunds
  • Expense Ratio: 2.04%
  • Benchmark Indexes: Barclays Capital Long U.S. Treasury Index, NASDAQ-100 Index, Russell 2000 Index
Learn more about CPMPX at MutualFunds.com

ETF Alternatives To This Mutual Fund

In the tables below, ETFdb.com presents recommended exchange traded fund (ETF) alternatives to the mutual fund CPMPX. These recommendations are powered by ETFdb's Mutual Fund to ETF Converter tool.

How ETFdb.com has selected ETF alternatives to CPMPX: The mutual fund CPMPX has been benchmarked by SouthernSunFunds in its fund prospectus against a custom index that is comprised of multiple indexes: Barclays Capital Long U.S. Treasury Index and NASDAQ-100 Index and Russell 2000 Index

The ETF alternatives to CPMPX listed below consist of (1) ETFs which track the individual indexes comprising the custom index, and (2) ETFs which track other indexes in the same ETFdb.com Categories as the individual indexes comprising the custom index.

ETFs Linked To Barclays Capital Long U.S. Treasury Index

The following table presents exchange traded funds linked to Barclays Capital Long U.S. Treasury Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio

ETFs Linked To NASDAQ-100 Index

The following table presents exchange traded funds linked to NASDAQ-100 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
QQQ Invesco QQQ Trust Series I $459,222,000 16.88% 0.18%
QQQM Invesco NASDAQ 100 ETF $92,983,000 16.80% 0.15%
NOCT Innovator Growth-100 Power Buffer ETF- October $230,744 6.79% 0.79%
NJAN Innovator Growth-100 Power Buffer ETF - January $365,443 6.32% 0.79%
NAPR Innovator Growth-100 Power Buffer ETF - April $206,834 9.56% 0.79%
NJUL Innovator Growth-100 Power Buffer ETF - July $213,048 6.01% 0.79%
QTAP Innovator Growth Accelerated Plus ETF - April $18,765 13.24% 0.79%
XDQQ Innovator Growth Accelerated ETF - Quarterly $54,574 2.54% 0.79%
FTQI First Trust Nasdaq BuyWrite Income ETF $873,046 9.90% 0.75%
QQA Invesco QQQ Income Advantage ETF $719,267 11.38% 0.29%

ETFs Linked To Russell 2000 Index

The following table presents exchange traded funds linked to Russell 2000 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
IWM iShares Russell 2000 ETF $77,408,400 18.18% 0.19%
VTWO Vanguard Russell 2000 ETF $16,394,600 18.24% 0.06%
KOCT Innovator U.S. Small Cap Power Buffer ETF - October $141,295 9.07% 0.79%
KAPR Innovator U.S. Small Cap Power Buffer ETF - April $211,615 11.40% 0.79%
KJUL Innovator U.S. Small Cap Power Buffer ETF - July $135,791 6.56% 0.79%
IWML ETRACS 2x Leveraged US Size Factor TR ETN $5,974 34.76% 0.95%
MTUL ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN $8,121 56.06% 0.95%
AVSC Avantis U.S Small Cap Equity ETF $2,825,690 20.58% 0.25%

Government Bonds ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as Barclays Capital Long U.S. Treasury Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
IEI iShares 3-7 Year Treasury Bond ETF $18,273,500 -0.19% 0.15%
EDV Vanguard Extended Duration Treasury ETF $3,530,800 0.39% 0.05%
TLT iShares 20+ Year Treasury Bond ETF $40,180,100 0.51% 0.15%
TLH iShares 10-20 Year Treasury Bond ETF $11,079,800 0.10% 0.15%
IEF iShares 7-10 Year Treasury Bond ETF $47,057,400 -0.30% 0.15%
SHY iShares 1-3 Year Treasury Bond ETF $25,245,800 0.57% 0.15%
SHV iShares Trust iShares 0-1 Year Treasury Bond ETF $20,758,100 1.50% 0.15%
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF $47,779,800 1.56% 0.14%
ZROZ PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund $1,296,880 0.21% 0.15%
VGSH Vanguard Short-Term Treasury ETF $29,096,200 0.60% 0.03%
VGIT Vanguard Intermediate-Term Treasury ETF $41,328,400 -0.17% 0.03%
VGLT Vanguard Long-Term Treasury ETF $10,387,000 0.30% 0.03%
SCHO Schwab Short-Term U.S. Treasury ETF $12,782,200 0.53% 0.03%
SCHR Schwab Intermediate-Term U.S. Treasury ETF $13,029,900 -0.16% 0.03%
TRSY Xtrackers US 0-1 Year Treasury ETF $66,286 1.52% 0.06%
GOVT iShares U.S. Treasury Bond ETF $42,670,200 0.19% 0.05%
USFR WisdomTree Floating Rate Treasury Fund $17,499,000 1.69% 0.15%
TFLO iShares Treasury Floating Rate Bond ETF $6,665,200 1.68% 0.15%
GBIL ACCESS TREASURY 0-1 YEAR ETF $7,809,220 1.49% 0.12%
SPTL State Street SPDR Portfolio Long Term Treasury ETF $10,164,700 0.30% 0.03%
SPTS State Street SPDR Portfolio Short Term Treasury ETF $5,869,730 0.58% 0.03%
JMST JPMorgan Ultra-Short Municipal Income ETF $6,558,430 0.98% 0.18%
JMUB JPMorgan Municipal ETF $7,833,170 1.30% 0.18%
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF $10,210,400 -0.14% 0.03%
SCHQ Schwab Long-Term U.S. Treasury ETF $740,019 0.27% 0.03%
IBTG iShares iBonds Dec 2026 Term Treasury ETF $2,311,330 1.52% 0.07%
IBTH iShares iBonds Dec 2027 Term Treasury ETF $2,195,620 1.04% 0.07%
IBTI iShares iBonds Dec 2028 Term Treasury ETF $1,757,800 0.44% 0.07%
IBTJ iShares iBonds Dec 2029 Term Treasury ETF $1,249,900 0.12% 0.07%
SGOV iShares 0-3 Month Treasury Bond ETF $94,760,800 1.58% 0.09%
FLGV Franklin U.S. Treasury Bond ETF $1,022,860 0.34% 0.09%
IBTK iShares iBonds Dec 2030 Term Treasury ETF $880,720 -0.15% 0.07%
BILS State Street SPDR Bloomberg 3-12 Month T-Bill ETF $3,904,080 1.48% 0.14%
GOVZ iShares 25+ Year Treasury STRIPS Bond ETF $263,677 1.76% 0.10%
MBND State Street Nuveen Municipal Bond ETF $27,363 0.94% 0.40%
VUSB Vanguard Ultra-Short Bond ETF $8,909,690 1.47% 0.10%
IBTL iShares iBonds Dec 2031 Term Treasury ETF $558,680 -0.23% 0.07%
BNDD Quadratic Deflation ETF $6,487 5.47% 1.02%
TYA Simplify Intermediate Term Treasury Futures Strategy ETF $74,365 -4.42% 0.15%
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF $271,815 3.24% 1.04%
DFIP Dimensional Inflation-Protected Securities ETF $1,108,730 1.33% 0.11%
CPII American Beacon Ionic Inflation Protection ETF $11,508 3.72% 0.70%
IBTM iShares iBonds Dec 2032 Term Treasury ETF $544,324 -0.15% 0.07%
UTWO US Treasury 2 Year Note ETF $430,136 0.46% 0.15%
TBIL F/m US Treasury 3 Month Bill Fund $7,233,300 1.57% 0.15%
UTEN US Treasury 10 Year Note ETF $282,969 -0.28% 0.15%
TLTW iShares 20+ Year Treasury Bond BuyWrite Strategy ETF $1,928,140 2.02% 0.35%
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF $1,326,970 2.24% 0.38%
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF $424,590 -0.19% 0.05%
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $1,905,880 1.45% 0.03%
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF $352,659 -0.20% 0.05%
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF $948,235 0.03% 0.08%
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF $179,788 0.12% 0.05%
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF $177,284 0.52% 0.05%
XTWY BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF $256,012 0.52% 0.13%
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF $761,557 1.20% 0.03%
CGMU Capital Group Municipal Income ETF $6,165,300 1.45% 0.27%
OBIL US Treasury 12 Month Bill ETF $321,394 1.27% 0.15%
BOXX Alpha Architect 1-3 Month Box ETF $12,450,100 1.62% 0.19%
XBIL US Treasury 6 Month Bill ETF $744,002 1.50% 0.15%
UFIV US Treasury 5 Year Note ETF $29,377 -0.36% 0.15%
BBIB JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF $54,426 -0.16% 0.04%
BBLB JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF $31,089 0.42% 0.04%
BBSB JPMorgan BetaBuilders U.S. Treasury Bond 1-3 Year ETF $55,181 0.60% 0.04%
GOVI Invesco Equal Weight 0-30 Year Treasury ETF $1,192,890 0.04% 0.15%
TBLL Invesco Short Term Treasury ETF $2,557,550 1.53% 0.08%
USIN WisdomTree 7-10 Year Laddered Treasury Fund $4,438 -0.34% 0.15%
USSH WisdomTree 1-3 Year Laddered Treasury Fund $23,132 0.54% 0.15%
SPTB State Street SPDR Portfolio Treasury ETF $280,521 0.22% 0.03%
TLTP Amplify TLT U.S. Treasury 12% Option Income ETF $21,479 0.77% 0.39%
TLTI NEOS Enhanced Income 20+ Year Treasury Bond ETF $15,192 1.48% 0.58%
VBIL Vanguard 0-3 Month Treasury Bill ETF $8,933,310 1.59% 0.06%
VGUS Vanguard Ultra-Short Treasury ETF $1,006,170 1.51% 0.07%
VGVT Vanguard Government Securities Active ETF $41,431 0.23% 0.10%
VTG Vanguard Total Treasury ETF $138,232 0.18% 0.03%

Large Cap Growth Equities ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as NASDAQ-100 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
VOX Vanguard Communication Services ETF $5,675,430 -3.04% 0.09%
IXP iShares Global Comm Services ETF $577,629 -2.01% 0.40%
VIG Vanguard Dividend Appreciation ETF $107,175,000 7.10% 0.04%
DSI iShares ESG MSCI KLD 400 ETF $5,144,730 8.97% 0.25%
XLG Invesco S&P 500® Top 50 ETF $10,434,500 3.51% 0.20%
QQEW First Trust Nasdaq-100 Select Equal Weight ETF $1,701,930 7.50% 0.55%
OEF iShares S&P 100 ETF $19,561,900 6.30% 0.20%
MGC Vanguard Mega Cap ETF $9,736,600 8.00% 0.05%
VV Vanguard Large Cap ETF $50,893,500 8.26% 0.03%
VTI Vanguard Total Stock Market ETF $638,541,000 9.00% 0.03%
SPY State Street SPDR S&P 500 ETF $765,954,000 8.48% 0.09%
EPS WisdomTree U.S. LargeCap Fund $1,504,010 9.27% 0.08%
IYY iShares Dow Jones U.S. ETF $2,887,930 8.67% 0.20%
IVV iShares Core S&P 500 ETF $794,277,000 8.48% 0.03%
IWV iShares Russell 3000 ETF $18,827,600 8.73% 0.20%
IWB iShares Russell 1000 ETF $46,847,700 8.31% 0.15%
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund $174,715 -0.97% 0.57%
IVW iShares S&P 500 Growth ETF $71,351,600 9.21% 0.18%
ONEQ Fidelity Nasdaq Composite Index ETF $10,229,600 11.66% 0.21%
MGK Vanguard Mega Cap Growth ETF $32,197,800 5.03% 0.05%
IWF iShares Russell 1000 Growth ETF $123,551,000 2.76% 0.18%
VUG Vanguard Growth ETF $216,334,000 4.70% 0.03%
RPG Invesco S&P 500® Pure Growth ETF $2,045,840 28.80% 0.35%
PWB Invesco Large Cap Growth ETF $2,101,350 24.37% 0.55%
FPX First Trust US Equity Opportunities ETF $1,410,900 16.45% 0.57%
FTC First Trust Large Cap Growth AlphaDEX Fund $1,293,310 15.13% 0.58%
DIA State Street SPDR Dow Jones Industrial Average ETF Trust $44,015,100 6.49% 0.16%
PFM Invesco Dividend Achievers™ ETF $768,029 7.62% 0.52%
PDP Invesco Dorsey Wright Momentum ETF $1,511,160 23.92% 0.62%
IYC iShares U.S. Consumer Discretionary ETF $1,147,310 -1.55% 0.38%
FDN First Trust Dow Jones Internet Index Fund $5,019,840 -1.53% 0.49%
PNQI Invesco NASDAQ Internet ETF $509,342 -15.09% 0.60%
IOO iShares Global 100 ETF $8,444,730 9.04% 0.40%
ACWI iShares MSCI ACWI ETF $31,587,000 10.13% 0.32%
TOK iShares MSCI Kokusai ETF $242,260 8.15% 0.25%
VT Vanguard Total World Stock ETF $73,615,700 10.57% 0.06%
IWL iShares Russell Top 200 ETF $2,122,720 7.40% 0.15%
IWY iShares Russell Top 200 Growth ETF $16,338,100 3.00% 0.20%
SCHB Schwab U.S. Broad Market ETF $41,662,400 9.13% 0.03%
SCHX Schwab U.S. Large-Cap ETF $69,647,900 8.32% 0.03%
SCHG Schwab U.S. Large-Cap Growth ETF $57,379,500 2.45% 0.04%
VOO Vanguard S&P 500 ETF $1,000,060,000 8.49% 0.03%
VOOG Vanguard S&P 500 Growth ETF $25,038,800 9.12% 0.07%
VONE Vanguard Russell 1000 ETF $7,819,810 8.43% 0.06%
VONG Vanguard Russell 1000 Growth ETF $43,120,000 2.86% 0.06%
VTHR Vanguard Russell 3000 ETF $4,531,870 8.80% 0.06%
SPYG State Street SPDR Portfolio S&P 500 Growth ETF $50,356,600 9.25% 0.04%
QQQ Invesco QQQ Trust Series I $459,222,000 16.88% 0.18%
SOCL Global X Social Media ETF $91,166 -16.56% 0.65%
QQQM Invesco NASDAQ 100 ETF $92,983,000 16.80% 0.15%
URTH iShares MSCI World ETF $7,910,390 8.49% 0.24%
QQQE Direxion NASDAQ-100 Equal Weighted Index ETF $1,323,630 15.78% 0.35%
SPHQ Invesco S&P 500® Quality ETF $18,612,100 15.61% 0.15%
ALTL Pacer Lunt Large Cap Alternator ETF $94,175 12.61% 0.60%
ITOT iShares Core S&P Total U.S. Stock Market ETF $90,088,200 9.05% 0.03%
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF $165,331 7.86% 0.12%
MTUM iShares MSCI USA Momentum Factor ETF $25,349,100 27.56% 0.15%
DGRW WisdomTree US Quality Dividend Growth Fund $17,139,200 7.34% 0.28%
FTCS First Trust Capital Strength ETF $7,673,060 2.09% 0.53%
QUAL iShares MSCI USA Quality Factor ETF $44,726,000 8.93% 0.15%
FCOM Fidelity MSCI Communication Services Index ETF $1,731,120 -3.26% 0.08%
QYLD Global X NASDAQ 100 Covered Call ETF $8,153,010 7.03% 0.60%
QWLD State Street SPDR MSCI World StrategicFactors ETF $167,696 6.46% 0.30%
ARKW ARK Next Generation Internet ETF $1,608,260 -5.19% 0.76%
ROUS Hartford Multifactor US Equity ETF $638,061 15.71% 0.19%
FFTY CapForce IBD 50 ETF $81,559 18.73% 0.80%
QUS State Street SPDR MSCI USA StrategicFactors ETF $1,498,980 6.54% 0.15%
XT iShares Future Exponential Technologies ETF $3,770,360 16.06% 0.46%
IUSG iShares Core S&P U.S. Growth ETF $30,609,900 9.79% 0.04%
SLDR Global X Short-Term Treasury Ladder ETF $39,246 0.42% 0.12%
OUSA ALPS O'Shares U.S. Quality Dividend ETF $730,608 1.90% 0.48%
GSLC TR Activebeta US Large Cap Equity ETF $14,931,100 6.35% 0.09%
SPXE ProShares S&P 500 Ex-Energy ETF $81,217 7.88% 0.09%
SPXN ProShares S&P 500 Ex-Financials ETF $74,986 10.19% 0.09%
SPXV ProShares S&P 500 Ex-Health Care ETF $38,300 9.22% 0.09%
SPXT ProShares S&P 500 Ex-Technology ETF $263,385 3.71% 0.09%
QLC FlexShares US Quality Large Cap Index Fund $936,675 9.55% 0.25%
JHML John Hancock Multifactor Large Cap ETF $1,116,600 10.12% 0.29%
SPMO Invesco S&P 500® Momentum ETF $19,413,300 26.55% 0.13%
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF $2,655,290 7.68% 0.20%
LEAD Siren DIVCON Leaders Dividend ETF $71,647 15.23% 0.43%
CRBN iShares Low Carbon Optimized MSCI ACWI ETF $1,104,360 8.91% 0.20%
SHE State Street SPDR MSCI USA Gender Diversity ETF $316,618 16.48% 0.20%
PSET Principal Quality ETF $28,079 -1.67% 0.15%
CATH Global X S&P 500 Catholic Values Custom ETF $1,209,120 6.97% 0.29%
MILN Global X Millennial Consumer ETF $94,202 -9.01% 0.50%
KRMA Global X Conscious Companies ETF $114,867 8.54% 0.43%
ESGG FlexShares STOXX Global ESG Select Index Fund $106,967 12.35% 0.42%
ESG FlexShares STOXX US ESG Select Index Fund $127,681 9.81% 0.32%
FDMO Fidelity Momentum Factor ETF $863,375 12.59% 0.15%
FQAL Fidelity Quality Factor ETF $1,374,790 6.33% 0.15%
CWS AdvisorShares Focused Equity ETF $133,821 0.01% 0.65%
ACSI American Customer Satisfaction ETF $110,639 10.13% 0.65%
GVIP Goldman Sachs Hedge Industry VIP ETF $528,250 13.57% 0.45%
ESGU iShares ESG Aware MSCI USA ETF $16,901,800 8.58% 0.15%
RFDA ALPS Dynamic US Dividend Advantage ETF $85,309 11.26% 0.52%
NULG Nuveen ESG Large-Cap Growth ETF $2,580,350 14.25% 0.26%
VSDA VictoryShares Dividend Accelerator ETF $234,927 8.36% 0.35%
CCOR Core Alternative ETF $27,315 -2.05% 1.29%
LRGE ClearBridge Large Cap Growth Select ETF $422,831 2.01% 0.48%
YLDE Franklin ClearBridge Enhanced Income ETF $159,434 5.06% 0.48%
FLQL Franklin U.S. Large Cap Multifactor Index ETF $1,964,750 11.01% 0.15%
SUSA iShares ESG Optimized MSCI USA ETF $3,874,780 8.80% 0.25%
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF $270,671 16.40% 0.29%
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF $1,746,880 9.91% 0.09%
PBUS Invesco MSCI USA ETF $10,920,600 8.34% 0.04%
LFEQ VanEck Long/Flat Trend ETF $28,808 8.20% 0.58%
CHGX Stance Sustainable Beta ETF $160,079 20.33% 0.49%
SCHK Schwab 1000 Index ETF $5,492,390 8.80% 0.03%
USMC Principal U.S. Mega-Cap ETF $3,364,300 6.25% 0.12%
LOGO Alpha Brands Consumption Leaders ETF $32,479 -2.16% 0.69%
BIBL Inspire 100 ETF $458,622 22.63% 0.35%
JMOM JPMorgan U.S. Momentum Factor ETF $2,354,890 20.43% 0.12%
JQUA JPMorgan U.S. Quality Factor ETF $7,798,990 11.87% 0.12%
TMFC Motley Fool 100 Index ETF $1,961,520 4.81% 0.50%
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF $73,420 10.03% 0.19%
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF $539,500 9.46% 0.20%
XLC State Street Communication Services Select Sector SPDR ETF $23,703,300 -4.46% 0.08%
FCTR First Trust Lunt U.S. Factor Rotation ETF $54,887 12.81% 0.65%
NACP Tidal Trust III NAACP MINORITY EMPOWERMENT ETF $71,430 19.50% 0.49%
WOMN Impact Shares Womens Empowerment ETF $54,757 2.61% 0.75%
QGRO American Century U.S. Quality Growth ETF $2,067,040 0.49% 0.29%
ESGV Vanguard ESG U.S. Stock ETF $12,780,200 8.01% 0.09%
ESPO VanEck Video Gaming and eSports ETF $237,013 -14.85% 0.55%
FDNI First Trust Dow Jones International Internet ETF $42,650 -20.83% 0.65%
DSTL Distillate US Fundamental Stability & Value ETF $1,817,770 1.46% 0.39%
ARKF ARK Blockchain & Fintech Innovation ETF $723,031 -18.31% 0.75%
USSG Xtrackers MSCI USA Selection Equity ETF $554,135 8.03% 0.09%
BBUS JPMorgan BetaBuilders U.S. Equity ETF $8,227,320 8.12% 0.02%
DYNF iShares U.S. Equity Factor Rotation Active ETF $35,748,600 9.25% 0.26%
XLSR State Street US Sector Rotation ETF $960,603 3.35% 0.70%
SFY SoFi Select 500 ETF $638,054 10.96% 0.05%
SUSL iShares ESG MSCI USA Leaders ETF $1,110,890 7.94% 0.10%
QRFT QRAFT AI Enhanced U.S. Large Cap ETF $15,010 9.52% 0.75%
NULC Nuveen ESG Large-Cap ETF $62,613 10.84% 0.21%
SPGP Invesco S&P 500 GARP ETF $2,114,530 5.18% 0.36%
SNPE Xtrackers S&P 500 Scored & Screened ETF $2,686,870 8.70% 0.10%
HLAL Wahed FTSE USA Shariah ETF $877,605 13.67% 0.50%
VEGN US Vegan Climate ETF $173,755 27.82% 0.60%
RECS Columbia Research Enhanced Core ETF $5,607,840 5.39% 0.15%
OVL Overlay Shares Large Cap Equity ETF $268,625 10.21% 0.79%
HERO Global X Video Games & Esports ETF $62,145 -17.41% 0.50%
AFLG First Trust Active Factor Large Cap ETF $640,965 10.49% 0.55%
FNGS MicroSectors FANG+ ETN $535,543 7.80% 0.58%
AESR Anfield U.S. Equity Sector Rotation ETF $162,708 18.39% 0.97%
IQSU IQ Candriam ESG U.S. Large Cap Equity ETF $317,874 11.31% 0.09%
DWAW AdvisorShares Dorsey Wright FSM All Cap World ETF $91,606 14.43% 1.23%
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF $2,637,400 10.94% 0.45%
SSUS Strategy Shares Day Hagan Smart Sector ETF $561,150 11.45% 0.77%
LRNZ TrueShares Technology, AI & Deep Learning ETF $37,649 23.27% 0.69%
FDG American Century Focused Dynamic Growth ETF $382,578 3.75% 0.45%
KOKU Xtrackers MSCI Kokusai Equity ETF $775,335 8.18% 0.09%
WUGI AXS Esoterica NextG Economy ETF $31,533 22.01% 0.76%
BKLC BNY Mellon US Large Cap Core Equity ETF $5,267,970 8.57% 0.00%
GSUS Goldman Sachs MarketBeta U.S. Equity ETF $3,033,030 8.24% 0.07%
FBCG Fidelity Blue Chip Growth ETF $6,533,210 11.03% 0.57%
USXF iShares ESG Advanced MSCI USA ETF $1,364,010 16.37% 0.10%
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF $212,381 9.52% 0.60%
EFIV State Street SPDR S&P 500 ESG ETF $1,057,800 8.67% 0.10%
TCHP T. Rowe Price Blue Chip Growth ETF $2,090,960 -0.16% 0.57%
TDVG T. Rowe Price Dividend Growth ETF $1,329,930 7.69% 0.50%
TGRW T. Rowe Price Growth Stock ETF $974,165 1.37% 0.52%
SPYC Simplify US Equity PLUS Convexity ETF $107,117 5.67% 0.53%
FLRG Fidelity U.S. Multifactor ETF $280,457 6.85% 0.15%
QYLG Global X Nasdaq 100 Covered Call & Growth ETF $145,330 12.05% 0.35%
XYLG Global X S&P 500 Covered Call & Growth ETF $65,245 6.36% 0.35%
QQQJ Invesco NASDAQ Next Gen 100 ETF $1,062,720 20.09% 0.15%
GGRW Gabelli Growth Innovators ETF $8,265 3.84% 0.00%
BUZZ VanEck Social Sentiment ETF $102,351 13.51% 0.76%
ILCB iShares Morningstar U.S. Equity ETF $1,226,240 8.60% 0.03%
ILCG iShares Morningstar Growth ETF $3,057,910 9.62% 0.04%
PSCW Pacer Swan SOS Conservative (April) ETF $59,300 6.36% 0.49%
PSFM Pacer Swan SOS Flex (April) ETF $24,010 8.23% 0.49%
ATFV Alger 35 ETF $175,953 10.82% 0.56%
NUGO Nuveen Growth Opportunities ETF $2,612,520 5.73% 0.50%
HFGO Hartford Large Cap Growth ETF $198,148 6.08% 0.59%
LRND NYLI U.S. Large Cap R&D Leaders ETF $322,178 7.49% 0.14%
CGGO Capital Group Global Growth Equity ETF $10,837,700 16.71% 0.47%
CGGR Capital Group Growth ETF $23,037,400 2.92% 0.39%
GDIV Harbor Dividend Growth Leaders ETF $226,787 10.92% 0.50%
IWFG NYLI Winslow Focused Large Cap Growth ETF $58,911 -1.49% 0.46%
IWLG NYLI Winslow Large Cap Growth ETF $297,650 1.05% 0.50%
JGRO JPMorgan Active Growth ETF $9,493,870 2.45% 0.44%
XUSP Innovator Uncapped Accelerated U.S. Equity ETF $46,756 8.95% 0.79%
QGRW WisdomTree U.S. Quality Growth Fund $2,447,240 10.18% 0.28%
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF $2,227,780 9.74% 0.49%
FWD AB Disruptors ETF $2,772,200 33.46% 0.65%
HIDV AB US High Dividend ETF $218,933 10.17% 0.35%
LSGR Natixis Loomis Sayles Focused Growth ETF $844,863 -4.38% 0.59%
BDVG IMGP Berkshire Dividend Growth ETF $9,919 12.60% 0.55%
FELG Fidelity Enhanced Large Cap Growth ETF $5,508,070 3.18% 0.18%
DIVG Invesco S&P 500 High Dividend Growers ETF $11,258 13.18% 0.39%
BUFC AB Conservative Buffer ETF $1,034,280 2.19% 0.69%
CNEQ Alger Concentrated Equity ETF $641,947 12.97% 0.56%
FLCG Federated Hermes MDT Large Cap Growth ETF $543,101 0.03% 0.39%
GFLW VictoryShares Free Cash Flow Growth ETF $768,476 14.40% 0.39%
ACGR American Century Large Cap Growth ETF $10,050 2.97% 0.39%
PRCS Parnassus Core Select ETF $153,958 2.89% 0.58%
QQQH NEOS Nasdaq 100 Hedged Equity Income ETF $366,617 5.59% 0.68%
PRXG Praxis Impact Large Cap Growth ETF $82,913 5.09% 0.36%
XQQI NEOS Boosted Nasdaq-100 High Income ETF $210,117 N/A 0.98%
XSPI NEOS Boosted S&P 500 High Income ETF $60,398 N/A 0.98%

Small Cap Blend Equities ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as Russell 2000 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
EZM WisdomTree U.S. MidCap Fund $898,552 12.03% 0.38%
RWK Invesco S&P MidCap 400 Revenue ETF $1,233,510 15.06% 0.39%
GSC Goldman Sachs Small Cap Equity ETF $266,247 18.75% 0.75%
IWM iShares Russell 2000 ETF $77,408,400 18.18% 0.19%
IJR iShares Core S&P Small-Cap ETF $103,931,000 18.58% 0.06%
EES WisdomTree U.S. SmallCap Fund $687,926 15.87% 0.38%
FDM First Trust Dow Jones Select MicroCap Index Fund $251,426 12.36% 0.60%
VB Vanguard Small Cap ETF $76,918,600 14.53% 0.03%
FYX First Trust Small Cap Core AlphaDEX Fund $1,273,130 22.14% 0.58%
IWC iShares Micro-Cap ETF $1,376,890 19.16% 0.60%
PRFZ Invesco RAFI US 1500 Small-Mid ETF $2,660,120 14.55% 0.34%
DES WisdomTree U.S. SmallCap Dividend Fund $2,106,070 19.30% 0.38%
IWN iShares Russell 2000 Value ETF $13,808,000 19.42% 0.24%
SCHA Schwab U.S. Small-Cap ETF $22,322,700 21.07% 0.03%
VIOO Vanguard S&P Small-Cap 600 ETF $3,910,010 18.55% 0.07%
SMDV ProShares Russell 2000 Dividend Growers ETF $666,695 13.13% 0.40%
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund $384,465 17.62% 0.38%
FNDA Schwab Fundamental U.S. Small Company ETF $8,858,080 17.19% 0.25%
SMLL Harbor Active Small Cap ETF $13,221 3.25% 0.80%
SMLF iShares U.S. Small‑Cap Equity Factor ETF $3,878,670 15.71% 0.15%
ALTY Global X Alternative Income ETF $44,118 6.34% 0.50%
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF $255,082 10.93% 0.35%
VAMO Cambria Value & Momentum ETF $104,688 5.46% 0.65%
SMCP SMART Mid Cap ETF $3,261 12.19% 0.79%
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF $1,692,110 6.88% 0.40%
SCAP Infrastructure Capital Small Cap Income ETF $20,307 12.30% 0.80%
PSC Principal U.S. Small-Cap ETF $2,143,060 15.96% 0.38%
ISMD Inspire Small/Mid Cap ETF $314,888 25.95% 0.48%
OUSM ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF $864,608 7.23% 0.48%
CALF Pacer US Small Cap Cash Cows ETF $3,461,000 13.58% 0.59%
SQLV Royce Quant Small‑Cap Quality Value ETF $27,192 16.89% 0.60%
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $15,654,800 18.55% 0.03%
USVM VictoryShares US Small Mid Cap Value Momentum ETF $1,631,060 17.87% 0.29%
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $10,797,900 9.81% 0.59%
IZRL ARK Israel Innovative Technology ETF $135,971 1.51% 0.49%
MJ Amplify Alternative Harvest ETF $131,094 -11.21% 0.75%
VPC Virtus Private Credit Strategy ETF $31,732 -9.39% 10.60%
CNBS Amplify Seymour Cannabis ETF $92,714 8.25% 0.76%
OVS Overlay Shares Small Cap Equity ETF $28,015 20.16% 0.83%
ROSC Hartford Multifactor Small Cap ETF $59,065 16.52% 0.34%
AFMC First Trust Active Factor Mid Cap ETF $165,694 17.31% 0.68%
AFSM First Trust Active Factor Small Cap ETF $100,096 18.63% 0.75%
TPSC Timothy Plan US Small Cap Core ETF $332,442 12.34% 0.52%
HSMV First Trust Horizon Managed Volatility Small/Mid ETF $31,929 6.07% 0.80%
SIXS ETC 6 Meridian Small Cap Equity ETF $130,642 10.95% 0.50%
MSOS AdvisorShares Pure US Cannabis ETF $1,098,960 11.65% 0.97%
XJR iShares ESG Select Screened S&P Small-Cap ETF $140,085 18.47% 0.12%
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity Fund $689,958 18.08% 0.09%
ISCB iShares Morningstar Small-Cap ETF $270,731 12.54% 0.04%
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF $239,039 19.49% 0.15%
AVSC Avantis U.S Small Cap Equity ETF $2,825,690 20.58% 0.25%
RYLG Global X Russell 2000 Covered Call & Growth ETF $8,078 13.15% 0.35%
STXK Strive Small-Cap ETF $79,342 12.77% 0.18%
HAPS Harbor Human Capital Factor US Small Cap ETF $159,485 13.38% 0.61%
IWMY Defiance R2000 Enhanced Options & 0DTE Income ETF $96,882 12.25% 1.05%
FESM Fidelity Enhanced Small Cap Core ETF $5,235,260 21.70% 0.28%
SMCF Themes US Small Cap Cash Flow Champions ETF $3,002 15.88% 0.29%
GRPZ Invesco S&P SmallCap 600 GARP ETF $2,405 15.66% 0.35%
IWMI NEOS Russell 2000 High Income ETF $911,160 14.23% 0.68%
FSCC Federated Hermes MDT Small Cap Core ETF $278,051 17.23% 0.36%
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