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  • ING Strat Allocation Cnsrv Port S
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ISCVX - ING Strat Allocation Cnsrv Port S

  • Fund Family Name: ING Retirement Funds
  • Expense Ratio: 0.90%
  • Benchmark Indexes: MSCI EAFE Index, S&P 500 Index, S&P MidCap 400 Index, S&P SmallCap 600 Index
Learn more about ISCVX 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 ISCVX. These recommendations are powered by ETFdb's Mutual Fund to ETF Converter tool.

How ETFdb.com has selected ETF alternatives to ISCVX: The mutual fund ISCVX has been benchmarked by ING Retirement Funds in its fund prospectus against a custom index that is comprised of multiple indexes: MSCI EAFE Index and S&P 500 Index and S&P MidCap 400 Index and S&P SmallCap 600 Index

The ETF alternatives to ISCVX 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 MSCI EAFE Index

The following table presents exchange traded funds linked to MSCI EAFE Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
IJUL Innovator International Developed Power Buffer ETF - July $197,330 6.66% 0.85%
YJUN FT Vest International Equity Moderate Buffer ETF - June $169,779 5.13% 0.90%
EFAA Invesco MSCI EAFE Income Advantage ETF $511,894 7.54% 0.39%

ETFs Linked To S&P 500 Index

The following table presents exchange traded funds linked to S&P 500 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
SPY State Street SPDR S&P 500 ETF $791,563,000 10.33% 0.09%
IVV iShares Core S&P 500 ETF $811,040,000 10.38% 0.03%
VOO Vanguard S&P 500 ETF $1,047,160,000 10.33% 0.03%
SPDN Direxion Daily S&P 500 Bear 1X ETF $178,746 -7.17% 0.48%

ETFs Linked To S&P MidCap 400 Index

The following table presents exchange traded funds linked to S&P MidCap 400 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
IJH iShares Core S&P Mid-Cap ETF $122,163,000 15.60% 0.05%
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $27,381,700 15.37% 0.24%
IVOO Vanguard S&P Mid-Cap 400 ETF $3,715,730 15.56% 0.07%
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF $18,015,200 15.63% 0.03%
XMHQ Invesco S&P MidCap Quality ETF $5,379,100 9.03% 0.25%
XMMO Invesco S&P MidCap Momentum ETF $7,829,370 23.16% 0.35%
FRTY Alger Mid Cap 40 ETF $146,836 11.71% 0.60%

ETFs Linked To S&P SmallCap 600 Index

The following table presents exchange traded funds linked to S&P SmallCap 600 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
IJR iShares Core S&P Small-Cap ETF $107,144,000 19.22% 0.06%
VIOO Vanguard S&P Small-Cap 600 ETF $4,047,110 19.24% 0.07%
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $16,220,400 19.17% 0.03%
XSMO Invesco S&P SmallCap Momentum ETF $2,987,510 23.69% 0.36%
XSVM Invesco S&P SmallCap Value with Momentum ETF $631,235 20.40% 0.37%

Foreign Large Cap Equities ETFs

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

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
AFK VanEck Africa Index ETF $107,301 4.22% 0.76%
CWI State Street SPDR MSCI ACWI ex-US ETF $2,786,580 15.02% 0.30%
DOL WisdomTree True Developed International Fund $834,229 15.64% 0.48%
VEA Vanguard FTSE Developed Markets ETF $233,062,000 15.96% 0.03%
EFA iShares MSCI EAFE ETF $77,908,100 10.34% 0.32%
ACWX iShares MSCI ACWI ex U.S. ETF $11,713,000 15.12% 0.32%
VEU Vanguard FTSE All-World ex-US Index Fund $67,443,500 15.33% 0.04%
DWM WisdomTree International Equity Fund $679,212 9.14% 0.48%
DTH WisdomTree International High Dividend Fund $683,753 10.15% 0.58%
PXF Invesco RAFI Developed Markets ex-U.S. ETF $2,951,190 19.57% 0.43%
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF $785,030 16.00% 0.80%
DWX State Street SPDR S&P International Dividend ETF $519,496 7.87% 0.45%
EFG iShares MSCI EAFE Growth ETF $16,717,000 9.50% 0.36%
EFV iShares MSCI EAFE Value ETF $24,421,600 11.28% 0.33%
DIM WisdomTree International MidCap Dividend Fund $168,156 9.87% 0.58%
DNL WisdomTree Global ex-U.S. Quality Growth Fund $492,041 11.91% 0.42%
ECH iShares MSCI Chile ETF $1,045,370 4.49% 0.59%
SCHF Schwab International Equity ETF $66,955,300 16.81% 0.03%
VXUS Vanguard Total International Stock ETF $155,605,000 14.95% 0.05%
FDT First Trust Developed Markets ex-US AlphaDEX Fund $1,362,690 26.12% 0.80%
EFAV iShares MSCI EAFE Min Vol Factor ETF $5,129,750 4.64% 0.20%
IDHQ Invesco S&P International Developed High Quality ETF $866,849 21.87% 0.29%
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund $367,264 23.94% 0.57%
IEFA iShares Core MSCI EAFE ETF $187,372,000 10.53% 0.07%
IXUS iShares Core MSCI Total International Stock ETF $59,137,900 15.09% 0.07%
IQDY FlexShares International Quality Dividend Dynamic Index Fund $109,527 19.66% 0.47%
IQDF FlexShares International Quality Dividend Index Fund $1,174,700 16.75% 0.47%
IDOG ALPS International Sector Dividend Dogs ETF $547,250 14.22% 0.50%
FNDF Schwab Fundamental International Equity ETF $24,641,300 20.35% 0.25%
VIDI Vident International Equity Strategy ETF $459,219 19.54% 0.61%
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF $268,744 16.63% 0.40%
HEFA iShares Currency Hedged MSCI EAFE ETF $7,234,320 12.16% 0.35%
IPKW Invesco International BuyBack Achievers™ ETF $528,492 5.66% 0.55%
IHDG WisdomTree International Hedged Quality Dividend Growth Fund $2,216,470 7.89% 0.58%
QEFA State Street SPDR MSCI EAFE StrategicFactors ETF $1,054,490 8.35% 0.30%
EFAD ProShares MSCI EAFE Dividend Growers ETF $61,655 3.05% 0.50%
IPOS Renaissance International IPO ETF $12,282 45.19% 0.80%
FPXI First Trust International Equity Opportunities ETF $234,949 36.09% 0.70%
RODM Hartford Multifactor Developed Markets (ex-US) ETF $1,573,410 11.78% 0.29%
INTF iShares International Equity Factor ETF $3,495,480 11.61% 0.16%
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF $351,043 16.66% 0.35%
MOTI VanEck Morningstar International Moat ETF $80,428 -7.27% 0.58%
HFXI IQ FTSE International Equity Currency Neutral ETF $1,889,950 17.96% 0.20%
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF $2,226,230 6.22% 0.09%
IVLU iShares MSCI Intl Value Factor ETF $4,317,580 13.81% 0.30%
IQLT iShares MSCI Intl Quality Factor ETF $13,595,400 10.38% 0.30%
IMTM iShares MSCI Intl Momentum Factor ETF $4,162,850 12.43% 0.30%
JPIN JPMorgan Diversified Return International Equity ETF $369,509 10.59% 0.37%
GSIE Goldman Sachs ActiveBeta International Equity ETF $5,894,930 8.49% 0.25%
DEEF Xtrackers FTSE Developed ex US Multifactor ETF $56,043 11.35% 0.24%
IMOM Alpha Architect International Quantitative Momentum ETF $163,507 15.69% 0.38%
DDWM WisdomTree Dynamic International Equity Fund $1,453,540 8.42% 0.40%
VIGI Vanguard International Dividend Appreciation ETF $8,791,710 3.86% 0.07%
VYMI Vanguard International High Dividend Yield ETF $19,829,900 13.61% 0.07%
IQDG WisdomTree International Quality Dividend Growth Fund $715,668 5.89% 0.42%
RFDI First Trust RiverFront Dynamic Developed International ETF $161,173 10.75% 0.83%
IGRO iShares International Dividend Growth ETF $1,247,110 8.40% 0.15%
ESGD iShares ESG Aware MSCI EAFE ETF $11,742,600 9.97% 0.20%
HDMV First Trust Horizon Managed Volatility Developed Intl ETF $16,913 6.69% 0.80%
EFAX State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF $503,954 8.99% 0.20%
DHDG FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF $144,140 7.17% 0.85%
EFAS Global X MSCI SuperDividend® EAFE ETF $49,457 15.39% 0.55%
JHMD John Hancock Multifactor Developed International ETF $969,152 9.66% 0.39%
IDEV iShares Core MSCI International Developed Markets ETF $30,742,900 10.53% 0.04%
NUDM Nuveen ESG International Developed Markets Equity ETF $697,701 9.91% 0.27%
ICOW Pacer Developed Markets International Cash Cows 100 ETF $1,827,350 14.69% 0.65%
REFA Columbia Research Enhanced International Equity ETF $5,664 -1.72% 0.32%
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF $457,272 11.32% 0.39%
SPDW State Street SPDR Portfolio Developed World ex-US ETF $41,184,900 16.08% 0.03%
FIDI Fidelity International High Dividend ETF $336,494 9.85% 0.18%
FIVA Fidelity International Value Factor ETF $569,390 15.47% 0.18%
DINT Davis Select International ETF $292,018 3.25% 0.66%
BBCA JPMorgan BetaBuilders Canada ETF $10,666,600 10.20% 0.19%
DWMF WisdomTree International Multifactor Fund $38,460 7.23% 0.38%
FID First Trust S&P International Dividend Aristocrats ETF $164,192 9.06% 0.60%
EASG Xtrackers MSCI EAFE Selection Equity ETF $70,142 10.19% 0.14%
QINT American Century Quality Diversified International ETF $698,797 11.32% 0.34%
VSGX Vanguard ESG International Stock ETF $6,745,680 16.41% 0.10%
FDEV Fidelity International Multifactor ETF $265,535 5.83% 0.18%
KEMX KraneShares MSCI Emerging Markets ex China Index ETF $135,799 41.02% 0.24%
WWJD Inspire International ETF $524,818 7.92% 0.69%
OVF Overlay Shares Foreign Equity ETF $42,887 14.86% 0.83%
TPIF Timothy Plan International ETF $245,115 11.02% 0.62%
BBIN JPMorgan BetaBuilders International Equity ETF $6,553,480 10.45% 0.07%
IQSI NYLI Candriam International Equity ETF $265,170 10.55% 0.15%
BKIE BNY Mellon International Equity ETF $1,250,310 10.08% 0.04%
GSID Marketbeta INTL Equity ETF $1,053,220 10.69% 0.20%
JIG JPMorgan International Growth ETF $490,320 17.28% 0.55%
DMXF iShares ESG Advanced MSCI EAFE ETF $1,203,220 13.29% 0.12%
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF $50,902 9.23% 0.35%
IDVO Amplify CWP International Enhanced Dividend Income ETF $1,285,570 13.92% 0.65%
FFLC Fidelity Fundamental Large Cap Core ETF $1,195,500 11.45% 0.38%
FFLG Fidelity Fundamental Large Cap Growth ETF $678,124 14.43% 0.38%
FFLV Fidelity Fundamental Large Cap Value ETF $15,887 14.21% 0.38%
BCIL Bancreek International Large Cap ETF $96,154 9.39% 0.80%
TLCI Touchstone International Equity ETF $109,519 2.02% 0.37%
BLGR Bluemonte Large Cap Growth ETF $272,981 8.35% 0.24%
BLUC Bluemonte Large Cap Core ETF $332,883 9.16% 0.23%
GRIN VictoryShares International Free Cash Flow Growth ETF $287,627 21.50% 0.56%
IFLO VictoryShares International Free Cash Flow ETF $183,340 20.34% 0.56%
BCGS Bancreek Global Select ETF $41,699 N/A 0.80%

Large Cap Blend Equities ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as S&P 500 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
PKW Invesco BuyBack Achievers™ ETF $1,642,940 4.72% 0.62%
FEX First Trust Large Cap Core AlphaDEX Fund $1,602,920 16.65% 0.57%
RSP Invesco S&P 500® Equal Weight ETF $93,027,900 11.23% 0.20%
DLN WisdomTree U.S. LargeCap Dividend Fund $6,181,600 11.19% 0.28%
DTD WisdomTree U.S. Total Dividend Fund $1,628,900 11.42% 0.28%
FVD First Trust Value Line Dividend Index Fund $8,056,160 5.52% 0.62%
VYM Vanguard High Dividend Yield Index ETF $79,597,600 12.43% 0.04%
RWL Invesco S&P 500 Revenue ETF $9,307,350 13.36% 0.39%
MGV Vanguard Mega Cap Value ETF $13,346,700 16.11% 0.05%
IWD iShares Russell 1000 Value ETF $77,161,800 16.31% 0.18%
PRF Invesco RAFI US 1000 ETF $9,752,430 15.97% 0.34%
IVE iShares S&P 500 Value ETF $47,874,700 8.80% 0.18%
PBP Invesco S&P 500 BuyWrite ETF $346,666 5.25% 0.29%
MOO VanEck Agribusiness ETF $924,538 7.13% 0.56%
IGE iShares North American Natural Resources ETF $762,003 18.87% 0.39%
HAP VanEck Natural Resources ETF $327,256 18.11% 0.41%
DGT State Street SPDR Global Dow ETF $632,996 13.13% 0.50%
IWX iShares Russell Top 200 Value ETF $3,570,750 16.10% 0.20%
EQL Alps Equal Sector Weight ETF $734,927 10.38% 0.19%
SCHV Schwab U.S. Large-Cap Value ETF $15,882,500 17.52% 0.04%
VONV Vanguard Russell 1000 Value ETF $19,990,100 16.39% 0.06%
VOOV Vanguard S&P 500 Value ETF $6,512,960 8.89% 0.07%
TRND Pacer Trendpilot Fund of Funds ETF $63,354 10.12% 0.77%
SPYV State Street SPDR Portfolio S&P 500 Value ETF $35,505,100 8.81% 0.04%
SPHB Invesco S&P 500® High Beta ETF $1,028,630 30.12% 0.25%
HBTA Horizon Expedition Plus ETF $155,554 12.82% 0.86%
SCHD Schwab US Dividend Equity ETF $97,019,600 19.58% 0.06%
ACWV iShares MSCI Global Min Vol Factor ETF $3,274,470 2.81% 0.20%
GURU Global X Guru Index ETF $61,796 8.41% 0.75%
VLU State Street SPDR S&P 1500 Value Tilt ETF $726,257 14.44% 0.12%
FNDB Schwab Fundamental U.S. Broad Market ETF $1,358,480 15.64% 0.25%
FNDX Schwab Fundamental U.S. Large Company ETF $26,063,300 15.60% 0.25%
NOBL ProShares S&P 500 Dividend Aristocrats ETF $11,421,800 7.53% 0.35%
RDVY First Trust Rising Dividend Achievers ETF $23,715,500 14.10% 0.47%
FTHI First Trust BuyWrite Income ETF $2,335,590 5.13% 0.75%
EQLT iShares MSCI Emerging Markets Quality Factor ETF $12,785 31.96% 0.35%
DGRO iShares Core Dividend Growth ETF $40,931,200 10.18% 0.08%
CFA VictoryShares US 500 Volatility Wtd ETF $540,583 8.59% 0.35%
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF $410,300 8.60% 0.35%
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF $713,988 14.28% 0.35%
LRGF iShares US Equity Factor ETF $3,482,540 9.82% 0.08%
EQWL Invesco S&P 100 Equal Weight ETF $2,649,330 10.03% 0.25%
IUSV iShares Core S&P U.S. Value ETF $26,408,200 9.13% 0.04%
PTLC Pacer Trendpilot US Large Cap ETF $3,327,160 4.95% 0.60%
PTNQ Pacer Trendpilot 100 ETF $1,322,040 11.95% 0.65%
JPUS JPMorgan Diversified Return Use Equity $456,658 13.65% 0.18%
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF $7,446,470 13.37% 0.07%
DJD Invesco Dow Jones Industrial Average Dividend ETF $461,540 12.38% 0.07%
FTAG First Trust Indxx Global Agriculture ETF $14,008 8.79% 0.70%
FDVV Fidelity High Dividend ETF $9,841,740 9.81% 0.15%
FDRR Fidelity Dividend ETF for Rising Rates $724,973 9.47% 0.15%
FVAL Fidelity Value Factor ETF $1,275,040 9.77% 0.15%
NULV Nuveen ESG Large-Cap Value ETF $2,122,810 12.72% 0.26%
DIVO Amplify CWP Enhanced Dividend Income ETF $7,234,610 7.11% 0.56%
BLES Inspire Global Hope ETF $157,723 12.08% 0.49%
EQRR ProShares Equities for Rising Rates ETF $55,094 26.08% 0.35%
EDOW First Trust Dow 30 Equal Weight ETF $311,039 7.69% 0.50%
SECT Main Sector Rotation ETF $2,811,800 11.25% 0.69%
MAGA Point Bridge America First ETF $30,530 8.25% 0.72%
OMFL Invesco Russell 1000 Dynamic Multifactor ETF $4,757,190 12.87% 0.29%
WLDR Affinity World Leaders Equity ETF $86,654 31.47% 0.67%
BLCN Siren NexGen Economy ETF $38,334 11.34% 0.68%
KARS KraneShares Electric Vehicles & Future Mobility Index ETF $101,462 11.76% 0.72%
LEGR First Trust Indxx Innovative Transaction & Process ETF $133,882 11.69% 0.65%
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF $3,366,360 5.99% 0.74%
QDIV Global X S&P 500 Quality Dividend ETF $32,731 9.72% 0.20%
IUS Invesco RAFI Strategic US ETF $886,602 15.79% 0.19%
SDG iShares MSCI Global Sustainable Development Goals ETF $173,190 7.51% 0.50%
DURA VanEck Durable High Dividend ETF $37,971 13.21% 0.30%
SSPY Stratified LargeCap Index ETF $127,176 11.51% 0.45%
IDRV iShares Self-driving EV & Tech ETF $155,582 9.10% 0.47%
ZIG Acquirers Fund $32,752 9.08% 0.75%
AMOM QRAFT AI-Enhanced U.S. Large Cap Momentum ETF $34,381 26.18% 0.75%
NXTG First Trust Indxx NextG ETF $588,360 44.50% 0.70%
UJUN Innovator U.S. Equity Ultra Buffer ETF - June $112,865 2.94% 0.79%
LGH HCM Defender 500 Index ETF $588,588 3.53% 1.00%
UNOV Innovator U.S. Equity Ultra Buffer ETF - November $107,589 5.62% 0.79%
DAUG FT Vest U.S. Equity Deep Buffer ETF - August $364,900 5.39% 0.85%
FAUG FT Vest U.S. Equity Buffer ETF - August $1,170,200 6.39% 0.85%
DNOV FT Vest U.S. Equity Deep Buffer ETF - November $390,215 5.04% 0.85%
UDEC Innovator U.S. Equity Ultra Buffer ETF - December $303,856 5.23% 0.79%
RAFE PIMCO RAFI ESG U.S. ETF $156,000 14.30% 0.29%
DFEB FT Vest U.S. Equity Deep Buffer ETF - February $461,424 5.72% 0.85%
UMAR Innovator U.S. Equity Ultra Buffer ETF - March $203,762 5.76% 0.79%
DMAY FT Vest U.S. Equity Deep Buffer ETF - May $369,677 4.32% 0.85%
JEPI JPMorgan Equity Premium Income Fund $44,501,600 2.21% 0.35%
FBCV Fidelity Blue Chip Value ETF $165,315 11.61% 0.57%
DJUN FT Vest U.S. Equity Deep Buffer ETF - June $324,667 3.97% 0.85%
SIXA ETC 6 Meridian Mega Cap Equity ETF $495,567 14.12% 0.46%
SIXH ETC 6 Meridian Hedged Equity Index Option ETF $555,285 9.89% 0.69%
XYLD Global X S&P 500 Covered Call ETF $3,181,650 5.47% 0.60%
XVV iShares ESG Select Screened S&P 500 ETF $650,697 8.71% 0.08%
PSCX Pacer Swan SOS Conservative (January) ETF $47,382 5.20% 0.49%
PSMD Pacer Swan SOS Moderate (January) ETF $92,677 5.65% 0.49%
PSFD Pacer Swan SOS Flex (January) ETF $58,803 6.57% 0.49%
FDEC FT Vest US Equity Buffer ETF - December $1,386,830 6.38% 0.85%
QDEC FT Vest Nasdaq-100 Buffer ETF - December $697,818 9.13% 0.90%
ACVF American Conservative Values ETF $154,132 9.64% 0.75%
DEMZ Democratic Large Cap Core ETF $66,165 9.47% 0.45%
JOET Virtus Terranova U.S. Quality Momentum ETF $242,438 8.24% 0.29%
SPD Simplify US Equity PLUS Downside Convexity ETF $108,459 6.70% 0.53%
SPUC Simplify US Equity PLUS Upside Convexity ETF $96,281 9.15% 0.53%
GSPY Gotham Enhanced 500 ETF $723,522 10.81% 0.50%
PSFF Pacer Swan SOS Fund of Funds ETF $576,939 5.75% 0.66%
JANZ TrueShares Structured Outcome (January) ETF $41,253 7.79% 0.80%
MARZ TrueShares Structured Outcome (March) ETF $35,883 7.22% 0.79%
STNC Hennessy Stance ESG ETF $97,348 13.71% 0.85%
APRZ TrueShares Structured Outcome (April) ETF $32,968 6.90% 0.79%
PSMR Pacer Swan SOS Moderate (April) ETF $90,160 7.96% 0.49%
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF - April $133,969 8.23% 0.79%
FAPR FT Vest U.S. Equity Buffer ETF - April $1,160,640 5.20% 0.85%
SCHY Schwab International Dividend Equity ETF $2,326,520 10.40% 0.08%
MAYZ TrueShares Structured Outcome (May) ETF $34,902 8.10% 0.79%
JUNZ TrueShares Structured Outcome (June) ETF $31,747 7.99% 0.79%
TSPA T. Rowe Price U.S. Equity Research ETF $3,579,980 10.82% 0.34%
QVML Invesco S&P 500 QVM Multi-factor ETF $1,487,340 10.86% 0.11%
BALT Innovator Defined Wealth Shield ETF $2,521,730 2.13% 0.69%
PSCJ Pacer Swan SOS Conservative (July) ETF $41,844 4.99% 0.49%
PSFJ Pacer Swan SOS Flex (July) ETF $35,080 5.79% 0.49%
PSMJ Pacer Swan SOS Moderate (July) ETF $88,562 4.69% 0.49%
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF $414,969 9.63% 0.12%
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF $1,673,330 9.87% 0.60%
NOVZ TrueShares Structured Outcome (November) ETF $37,905 7.65% 0.79%
IFED ETRACS IFED Invest with the Fed TR Index ETN due September 15, 2061 $50,243 -2.10% 0.45%
PSCQ Pacer Swan SOS Conservative (October) ETF $48,374 5.62% 0.49%
PSFO Pacer Swan SOS Flex (October) ETF $45,878 6.66% 0.49%
PSMO Pacer Swan SOS Moderate (October) ETF $100,020 5.54% 0.49%
QQMG Invesco ESG NASDAQ 100 ETF $216,388 19.38% 0.20%
RSPE Invesco ESG S&P 500 Equal Weight ETF $66,103 14.16% 0.20%
WTV WisdomTree U.S. Value Fund $2,977,370 11.60% 0.12%
UMMA Wahed Dow Jones Islamic World ETF $291,499 31.29% 0.65%
DUHP Dimensional US High Profitability ETF $12,267,900 9.37% 0.20%
DIHP Dimensional International High Profitability ETF $6,183,370 9.77% 0.27%
RPHS Regents Park Hedged Market Strategy ETF $55,994 5.86% 0.75%
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF $2,361,230 10.30% 0.10%
FTDS First Trust Dividend Strength ETF $39,412 8.03% 0.70%
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $40,064,600 9.50% 0.35%
FTQI First Trust Nasdaq BuyWrite Income ETF $907,769 11.32% 0.75%
SELV SEI QiM US Large Cap Low Volatility Active ETF $235,576 2.42% 0.15%
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF $1,478,970 19.34% 0.15%
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF $651,334 2.38% 0.15%
LCF Touchstone US Large Cap Focused ETF $65,745 3.69% 0.56%
DVND Touchstone Dividend Select ETF $53,364 10.83% 0.50%
SPYI NEOS S&P 500 High Income ETF $10,274,900 6.37% 0.68%
AVIE Avantis Inflation Focused Equity ETF $10,421 13.71% 0.25%
MODL VictoryShares WestEnd U.S. Sector ETF $1,019,430 7.55% 0.46%
HAPI Harbor Human Capital Factor US Large Cap ETF $488,102 8.76% 0.35%
ADPV Adaptiv Select ETF $190,505 11.18% 1.00%
HDUS Hartford Disciplined US Equity ETF $193,631 9.84% 0.19%
CDEI Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF $18,132 9.56% 0.14%
CVIE Calvert International Responsible Index ETF $409,248 19.96% 0.18%
CVLC Calvert US Large-Cap Core Responsible Index ETF $858,763 12.23% 0.15%
MART AllianzIM U.S. Equity Buffer10 Mar ETF $30,444 8.25% 0.74%
MARW AllianzIM U.S. Equity Buffer20 Mar ETF $86,690 5.13% 0.74%
SNAV Mohr Sector Nav ETF $29,089 10.37% 1.59%
LOWV AB US Low Volatility Equity ETF $199,678 2.22% 0.39%
MAYT AllianzIM U.S. Equity Buffer10 May ETF $236,611 5.50% 0.74%
MAYW AllianzIM U.S. Equity Buffer20 May ETF $448,888 3.86% 0.74%
JUNT AllianzIM U.S. Equity Buffer10 Jun ETF $110,944 4.22% 0.74%
JUNW AllianzIM U.S. Equity Buffer20 Jun ETF $354,437 2.94% 0.74%
DUBS Aptus Large Cap Enhanced Yield ETF $382,837 11.79% 0.41%
AUGT AllianzIM U.S. Equity Buffer10 Aug ETF $29,461 6.58% 0.74%
AUGW AllianzIM U.S. Equity Buffer20 Aug ETF $133,378 4.43% 0.74%
DRUP GraniteShares Nasdaq Select Disruptors ETF $46,702 -7.41% 0.60%
POWA Invesco Bloomberg Pricing Power ETF $178,578 -1.57% 0.40%
BMVP Invesco Bloomberg MVP Multi-factor ETF $101,320 6.84% 0.29%
SEPT AllianzIM U.S. Equity Buffer10 Sep ETF $32,819 6.53% 0.74%
SEPW AllianzIM U.S. Equity Buffer20 Sep ETF $105,098 4.39% 0.74%
QQQY Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF $190,442 11.85% 1.01%
LRGC AB US Large Cap Strategic Equities ETF $1,252,660 7.38% 0.39%
AVLC Avantis U.S. Large Cap Equity ETF $1,279,220 14.54% 0.15%
HELO JPMorgan Hedged Equity Laddered Overlay ETF $3,989,710 2.41% 0.50%
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF $64,246 15.69% 0.50%
BLCR iShares Large Cap Core Active ETF $6,293,250 18.33% 0.36%
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $4,749,490 16.94% 0.29%
GPIX Goldman Sachs S&P 500 Premium Income ETF $4,478,400 9.76% 0.29%
LQAI LG QRAFT AI-Powered U.S. Large Cap Core ETF $2,398 20.90% 0.75%
FELC Fidelity Enhanced Large Cap Core ETF $7,873,490 10.46% 0.18%
BCUS Bancreek U.S. Large Cap ETF $111,740 13.77% 0.70%
ISPY ProShares S&P 500 High Income ETF $1,287,930 8.83% 0.56%
QQQI NEOS Nasdaq 100 High Income ETF $12,999,200 10.59% 0.68%
FLJJ AllianzIM U.S. Equity 6 Month Floor5 Jan/Jul ETF $8,431 5.26% 0.74%
SIXF AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF $45,980 6.59% 0.74%
SIXP AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF $43,009 6.80% 0.74%
FLAO AllianzIM U.S. Equity 6 Month Floor5 Apr/Oct ETF $8,471 -0.66% 0.74%
FYEE Fidelity Yield Enhanced Equity ETF $196,410 6.39% 0.28%
CPSM Calamos S&P 500 Structured Alt Protection ETF - May $56,422 2.31% 0.69%
SIXZ AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF $63,111 6.32% 0.74%
SIXD AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF $383,978 6.82% 0.74%
KSPY KraneShares Hedgeye Hedged Equity Index ETF $101,336 6.52% 0.88%
QQA Invesco QQQ Income Advantage ETF $767,422 13.22% 0.29%
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF $883,201 9.04% 0.29%
FLCC Federated Hermes MDT Large Cap Core ETF $124,466 7.78% 0.29%
SPYM State Street SPDR Portfolio S&P 500 ETF $147,664,000 10.38% 0.02%
WDTE Defiance S&P 500 Weekly Distribution ETF $68,556 7.69% 1.03%
UPSD Aptus Large Cap Upside ETF $111,757 5.88% 0.79%
QBIG Invesco Top QQQ ETF $34,345 4.03% 0.29%
QQLV Invesco QQQ Low Volatility ETF $2,238 4.12% 0.25%
ACLC American Century Large Cap Equity ETF $319,105 7.64% 0.39%
BUFM AB Moderate Buffer ETF $428,509 3.62% 0.69%
PRCS Parnassus Core Select ETF $159,465 4.54% 0.58%
BRIF FIS Bright Portfolios Focused Equity ETF $150,005 20.08% 0.65%
SPBW AllianzIM Buffer20 Allocation ETF $77,430 4.58% 0.79%
SPBX AllianzIM 6 Month Buffer10 Allocation ETF $57,469 6.00% 0.79%
DHSB Day Hagan Smart Buffer ETF $37,583 4.43% 0.68%
OMAH VistaShares Target 15 Berkshire Select Income ETF $856,026 7.27% 0.95%
WTPI WisdomTree Equity Premium Income Fund $489,584 4.60% 0.44%
QQHG Invesco QQQ Hedged Advantage ETF $13,324 9.88% 0.45%
BOBP CORE16 Best of Breed Premier Index ETF $653 23.97% 0.70%
BLUX Bluemonte Dynamic Total Market ETF $557,540 13.68% 0.25%
DIVN Horizon Dividend Income ETF $190,007 13.30% 0.70%
AEMS Anfield Enhanced Market ETF $169,602 14.85% 0.79%
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF $38,809 2.38% 0.64%
QBSF AllianzIM U.S. Equity Buffer15 ETF $36,304 2.59% 0.64%
ALRG Allspring LT Large Core ETF $7,570 8.37% 0.28%
ACEP ARS Core Equity Portfolio ETF $101,774 24.31% 0.45%
USEW Cambria US EW ETF $189,979 10.00% 0.30%

Mid Cap Blend Equities ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as S&P MidCap 400 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
CZA Invesco Zacks Mid-Cap ETF $183,813 8.63% 0.69%
FNX First Trust Mid Cap Core AlphaDEX Fund $1,395,000 13.96% 0.62%
IWR iShares Russell Midcap ETF $56,270,400 13.76% 0.18%
DON WisdomTree U.S. MidCap Dividend Fund $3,960,750 10.24% 0.38%
EPU iShares MSCI Peru and Global Exposure ETF $543,925 23.79% 0.59%
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF $11,623 9.34% 0.42%
PTMC Pacer Trendpilot US Mid Cap ETF $404,838 15.56% 0.60%
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF $452,110 14.74% 0.24%
NUMV Nuveen ESG Mid-Cap Value ETF $451,940 11.07% 0.31%
FLQM Franklin U.S. Mid Cap Multifactor Index ETF $1,547,270 3.06% 0.30%
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF $18,015,200 15.63% 0.03%
XMHQ Invesco S&P MidCap Quality ETF $5,379,100 9.03% 0.25%
XJH iShares ESG Select Screened S&P Mid-Cap ETF $411,239 15.23% 0.12%
MGMT Ballast Small/Mid Cap ETF $176,920 12.49% 1.10%
MIDE Xtrackers S&P MidCap 400 Scored & Screened ETF $3,426 15.10% 0.15%
IMCB iShares Morningstar Mid-Cap ETF $1,619,310 16.07% 0.04%
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF $433,398 15.97% 0.15%
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF $1,405,110 12.13% 0.60%
TMFX Motley Fool Next Index ETF $32,000 3.21% 0.50%
CVMC Calvert US Mid-Cap Core Responsible Index ETF $101,696 17.07% 0.15%
GRPM Invesco S&P MidCap 400 GARP ETF $475,680 7.52% 0.35%
AVMC Avantis U.S. Mid Cap Equity ETF $426,808 13.31% 0.18%
FMDE Fidelity Enhanced Mid Cap Core ETF $7,330,010 11.29% 0.23%
KMID Virtus KAR Mid-Cap ETF $48,055 3.35% 0.80%

Small Cap Blend Equities ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as S&P SmallCap 600 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
EZM WisdomTree U.S. MidCap Fund $925,218 12.69% 0.38%
RWK Invesco S&P MidCap 400 Revenue ETF $1,274,940 15.70% 0.39%
GSC Goldman Sachs Small Cap Equity ETF $281,723 20.13% 0.75%
IWM iShares Russell 2000 ETF $82,467,800 19.15% 0.19%
IJR iShares Core S&P Small-Cap ETF $107,144,000 19.22% 0.06%
EES WisdomTree U.S. SmallCap Fund $702,176 15.49% 0.38%
FDM First Trust Dow Jones Select MicroCap Index Fund $254,141 12.11% 0.60%
VB Vanguard Small Cap ETF $84,156,600 15.41% 0.03%
FYX First Trust Small Cap Core AlphaDEX Fund $1,312,230 22.13% 0.58%
IWC iShares Micro-Cap ETF $1,450,270 19.74% 0.60%
PRFZ Invesco RAFI US 1500 Small-Mid ETF $2,767,500 15.49% 0.34%
DES WisdomTree U.S. SmallCap Dividend Fund $2,132,460 18.70% 0.38%
IWN iShares Russell 2000 Value ETF $14,280,900 20.07% 0.24%
SCHA Schwab U.S. Small-Cap ETF $23,537,500 22.34% 0.03%
VIOO Vanguard S&P Small-Cap 600 ETF $4,047,110 19.24% 0.07%
SMDV ProShares Russell 2000 Dividend Growers ETF $674,334 13.56% 0.40%
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund $391,095 17.43% 0.38%
FNDA Schwab Fundamental U.S. Small Company ETF $9,156,780 17.66% 0.25%
SMLL Harbor Active Small Cap ETF $13,468 4.51% 0.80%
SMLF iShares U.S. Small‑Cap Equity Factor ETF $4,066,140 16.25% 0.15%
ALTY Global X Alternative Income ETF $44,562 6.72% 0.50%
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF $257,205 11.12% 0.35%
VAMO Cambria Value & Momentum ETF $105,024 3.99% 0.65%
SMCP SMART Mid Cap ETF $3,494 12.19% 0.79%
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF $1,719,530 8.54% 0.40%
SCAP Infrastructure Capital Small Cap Income ETF $21,114 13.52% 0.80%
PSC Principal U.S. Small-Cap ETF $2,238,170 16.76% 0.38%
ISMD Inspire Small/Mid Cap ETF $329,256 24.81% 0.48%
OUSM ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF $882,323 8.70% 0.48%
CALF Pacer US Small Cap Cash Cows ETF $3,491,830 12.75% 0.59%
SQLV Royce Quant Small‑Cap Quality Value ETF $27,542 16.39% 0.60%
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $16,220,400 19.17% 0.03%
USVM VictoryShares US Small Mid Cap Value Momentum ETF $1,690,260 18.47% 0.29%
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $11,112,900 11.10% 0.59%
IZRL ARK Israel Innovative Technology ETF $142,257 0.36% 0.49%
MJ Amplify Alternative Harvest ETF $124,435 -15.24% 0.75%
VPC Virtus Private Credit Strategy ETF $31,554 -10.42% 10.60%
CNBS Amplify Seymour Cannabis ETF $86,346 -0.40% 0.76%
OVS Overlay Shares Small Cap Equity ETF $29,079 20.84% 0.83%
ROSC Hartford Multifactor Small Cap ETF $59,707 15.39% 0.34%
AFMC First Trust Active Factor Mid Cap ETF $170,696 17.86% 0.68%
AFSM First Trust Active Factor Small Cap ETF $104,230 18.91% 0.75%
TPSC Timothy Plan US Small Cap Core ETF $342,363 12.81% 0.52%
HSMV First Trust Horizon Managed Volatility Small/Mid ETF $33,957 6.49% 0.80%
SIXS ETC 6 Meridian Small Cap Equity ETF $131,132 10.95% 0.50%
MSOS AdvisorShares Pure US Cannabis ETF $1,012,760 2.33% 0.97%
XJR iShares ESG Select Screened S&P Small-Cap ETF $144,834 18.93% 0.12%
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity Fund $719,037 18.59% 0.09%
ISCB iShares Morningstar Small-Cap ETF $280,130 13.38% 0.04%
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF $247,565 19.78% 0.15%
AVSC Avantis U.S Small Cap Equity ETF $2,904,280 20.67% 0.25%
RYLG Global X Russell 2000 Covered Call & Growth ETF $8,321 13.72% 0.35%
STXK Strive Small-Cap ETF $82,091 13.44% 0.18%
HAPS Harbor Human Capital Factor US Small Cap ETF $163,877 13.84% 0.61%
IWMY Defiance R2000 Enhanced Options & 0DTE Income ETF $100,341 13.48% 1.05%
FESM Fidelity Enhanced Small Cap Core ETF $5,562,380 22.76% 0.28%
SMCF Themes US Small Cap Cash Flow Champions ETF $3,043 16.20% 0.29%
GRPZ Invesco S&P SmallCap 600 GARP ETF $3,072 15.44% 0.35%
IWMI NEOS Russell 2000 High Income ETF $972,713 13.88% 0.68%
FSCC Federated Hermes MDT Small Cap Core ETF $294,813 18.16% 0.36%
AFSC abrdn Focused U.S. Small Cap Active ETF $10,881 23.19% 0.65%
ABLS Abacus FCF Small Cap Leaders ETF $1,324 9.19% 0.39%
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