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  • Mutual Fund to ETF Converter
  • State Farm LifePath 2030 B
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NLHBX - State Farm LifePath 2030 B

  • Fund Family Name: State Farm
  • Expense Ratio: 1.98%
  • Benchmark Indexes: FTSE NAREIT Equity REITs Index, S&P 500 Index, S&P MidCap 400 Index, S&P SmallCap 600 Index
Learn more about NLHBX 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 NLHBX. These recommendations are powered by ETFdb's Mutual Fund to ETF Converter tool.

How ETFdb.com has selected ETF alternatives to NLHBX: The mutual fund NLHBX has been benchmarked by State Farm in its fund prospectus against a custom index that is comprised of multiple indexes: FTSE NAREIT Equity REITs Index and S&P 500 Index and S&P MidCap 400 Index and S&P SmallCap 600 Index

The ETF alternatives to NLHBX 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 FTSE NAREIT Equity REITs Index

There are no ETFs linked to FTSE NAREIT Equity REITs Index.

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 $781,588,000 10.99% 0.09%
IVV iShares Core S&P 500 ETF $793,217,000 10.72% 0.03%
VOO Vanguard S&P 500 ETF $1,033,640,000 10.98% 0.03%
SPDN Direxion Daily S&P 500 Bear 1X ETF $178,680 -7.71% 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 $122,068,000 15.66% 0.05%
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $27,238,600 15.72% 0.24%
IVOO Vanguard S&P Mid-Cap 400 ETF $3,698,210 15.94% 0.07%
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF $17,954,900 15.96% 0.03%
XMHQ Invesco S&P MidCap Quality ETF $5,365,100 9.19% 0.25%
XMMO Invesco S&P MidCap Momentum ETF $7,727,680 23.94% 0.35%
FRTY Alger Mid Cap 40 ETF $142,139 12.79% 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 $107,362,000 19.50% 0.06%
VIOO Vanguard S&P Small-Cap 600 ETF $4,044,670 19.87% 0.07%
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $16,196,000 19.81% 0.03%
XSMO Invesco S&P SmallCap Momentum ETF $2,982,760 25.17% 0.36%
XSVM Invesco S&P SmallCap Value with Momentum ETF $636,183 20.91% 0.37%

Real Estate ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as FTSE NAREIT Equity REITs Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
REC Emles Real Estate Credit ETF $2,012 -16.66% 0.48%
REM iShares Mortgage Real Estate ETF $547,317 -2.25% 0.48%
REZ iShares Residential and Multisector Real Estate ETF $863,526 10.50% 0.48%
IYR iShares U.S. Real Estate ETF $4,902,240 10.09% 0.38%
VNQ Vanguard Real Estate ETF $38,535,100 11.72% 0.13%
FRI First Trust S&P REIT Index Fund $181,636 16.15% 0.50%
RWR State Street SPDR Dow Jones REIT ETF $1,868,800 15.74% 0.25%
ICF iShares Select U.S. REIT ETF $2,111,470 15.28% 0.32%
PSR Invesco Active U.S. Real Estate Fund $58,718 16.16% 0.35%
KBWY Invesco KBW Premium Yield Equity REIT ETF $306,245 22.41% 0.35%
SCHH Schwab US REIT ETF $10,323,000 15.40% 0.07%
MORT VanEck Mortgage REIT Income ETF $391,022 -0.34% 0.43%
FREL Fidelity MSCI Real Estate Index ETF $1,481,310 11.54% 0.08%
SRET Global X SuperDividend REIT ETF $231,660 6.34% 0.58%
XLRE State Street Real Estate Select Sector SPDR ETF $8,174,320 12.24% 0.08%
CRED Columbia Research Enhanced Real Estate ETF $3,503 15.91% 0.33%
USRT iShares Core U.S. REIT ETF $4,348,020 16.30% 0.08%
NURE Nuveen Short-Term REIT ETF $35,585 15.28% 0.36%
PPTY US Diversified Real Estate ETF $25,672 13.67% 0.53%
INDS Pacer Industrial Real Estate ETF $117,021 11.04% 0.49%
SRVR Pacer Data & Infrastructure Real Estate ETF $398,782 19.12% 0.49%
BBRE JPMorgan BetaBuilders MSCI US REIT ETF $1,271,470 16.46% 0.11%
VRAI Virtus Real Asset Income ETF $18,545 21.73% 0.55%
NETL Colterpoint Net Lease Real Estate ETF $53,292 14.45% 0.60%
RDOG ALPS REIT Dividend Dogs ETF $11,544 17.41% 0.35%
REIT ALPS Active REIT ETF $54,422 16.62% 0.68%
JRE Janus Henderson U.S. Real Estate ETF $4,110 16.98% 0.65%
RIET Hoya Capital High Dividend Yield ETF $104,598 8.51% 0.50%
DFAR Dimensional US Real Estate ETF $1,765,010 15.61% 0.19%
HAUS Residential REIT ETF $8,803 6.88% 0.60%
BYRE Principal Real Estate Active Opportunities ETF $25,991 13.06% 0.60%
JPRE JPMorgan Realty Income ETF $487,262 13.28% 0.50%
RSPR Invesco S&P 500 Equal Weight Real Estate ETF $107,118 11.12% 0.40%
DESK VanEck Office and Commercial REIT ETF $3,297 13.52% 0.51%
DCRE DoubleLine Commercial Real Estate Debt ETF $456,763 1.57% 0.39%
IYRI NEOS Real Estate High Income ETF $282,804 6.88% 0.68%
CSRE Cohen & Steers Real Estate Active ETF $429,344 12.97% 0.70%
DVRE WEBs Real Estate XLRE Defined Volatility ETF $253 13.07% 0.89%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF $2,646 6.66% 0.35%

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 $1,643,040 4.27% 0.62%
FEX First Trust Large Cap Core AlphaDEX Fund $1,586,800 17.18% 0.57%
RSP Invesco S&P 500® Equal Weight ETF $92,451,300 11.60% 0.20%
DLN WisdomTree U.S. LargeCap Dividend Fund $6,159,720 11.11% 0.28%
DTD WisdomTree U.S. Total Dividend Fund $1,620,160 11.34% 0.28%
FVD First Trust Value Line Dividend Index Fund $8,082,580 5.10% 0.62%
VYM Vanguard High Dividend Yield Index ETF $79,564,200 12.46% 0.04%
RWL Invesco S&P 500 Revenue ETF $9,268,170 13.50% 0.39%
MGV Vanguard Mega Cap Value ETF $13,058,900 16.17% 0.05%
IWD iShares Russell 1000 Value ETF $76,816,000 16.34% 0.18%
PRF Invesco RAFI US 1000 ETF $9,691,140 16.44% 0.34%
IVE iShares S&P 500 Value ETF $47,794,000 8.26% 0.18%
PBP Invesco S&P 500 BuyWrite ETF $344,763 5.48% 0.29%
MOO VanEck Agribusiness ETF $928,133 7.53% 0.56%
IGE iShares North American Natural Resources ETF $773,787 18.13% 0.39%
HAP VanEck Natural Resources ETF $327,277 17.87% 0.41%
DGT State Street SPDR Global Dow ETF $628,460 13.64% 0.50%
IWX iShares Russell Top 200 Value ETF $3,546,190 16.01% 0.20%
EQL Alps Equal Sector Weight ETF $739,294 10.03% 0.19%
SCHV Schwab U.S. Large-Cap Value ETF $15,759,100 17.93% 0.04%
VONV Vanguard Russell 1000 Value ETF $19,805,600 16.75% 0.06%
VOOV Vanguard S&P 500 Value ETF $6,490,630 8.77% 0.07%
TRND Pacer Trendpilot Fund of Funds ETF $62,512 10.69% 0.77%
SPYV State Street SPDR Portfolio S&P 500 Value ETF $35,297,600 8.69% 0.04%
SPHB Invesco S&P 500® High Beta ETF $990,039 32.13% 0.25%
HBTA Horizon Expedition Plus ETF $151,533 13.57% 0.86%
SCHD Schwab US Dividend Equity ETF $97,570,600 19.95% 0.06%
ACWV iShares MSCI Global Min Vol Factor ETF $3,286,720 2.29% 0.20%
GURU Global X Guru Index ETF $60,892 8.61% 0.75%
VLU State Street SPDR S&P 1500 Value Tilt ETF $723,530 14.64% 0.12%
FNDB Schwab Fundamental U.S. Broad Market ETF $1,353,610 16.09% 0.25%
FNDX Schwab Fundamental U.S. Large Company ETF $25,949,300 15.96% 0.25%
NOBL ProShares S&P 500 Dividend Aristocrats ETF $11,369,900 7.09% 0.35%
RDVY First Trust Rising Dividend Achievers ETF $23,486,600 14.56% 0.47%
FTHI First Trust BuyWrite Income ETF $2,311,260 5.04% 0.75%
EQLT iShares MSCI Emerging Markets Quality Factor ETF $12,564 32.12% 0.35%
DGRO iShares Core Dividend Growth ETF $41,081,300 9.45% 0.08%
CFA VictoryShares US 500 Volatility Wtd ETF $538,537 8.53% 0.35%
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF $408,746 8.54% 0.35%
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF $726,186 13.84% 0.35%
LRGF iShares US Equity Factor ETF $3,438,390 10.13% 0.08%
EQWL Invesco S&P 100 Equal Weight ETF $2,619,990 10.53% 0.25%
IUSV iShares Core S&P U.S. Value ETF $26,415,800 8.53% 0.04%
PTLC Pacer Trendpilot US Large Cap ETF $3,272,720 5.63% 0.60%
PTNQ Pacer Trendpilot 100 ETF $1,282,810 13.82% 0.65%
JPUS JPMorgan Diversified Return Use Equity $456,983 13.78% 0.18%
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF $7,516,720 13.62% 0.07%
DJD Invesco Dow Jones Industrial Average Dividend ETF $463,203 12.30% 0.07%
FTAG First Trust Indxx Global Agriculture ETF $14,022 8.80% 0.70%
FDVV Fidelity High Dividend ETF $9,795,520 9.82% 0.15%
FDRR Fidelity Dividend ETF for Rising Rates $719,131 9.62% 0.15%
FVAL Fidelity Value Factor ETF $1,257,480 10.33% 0.15%
NULV Nuveen ESG Large-Cap Value ETF $2,116,090 12.75% 0.26%
DIVO Amplify CWP Enhanced Dividend Income ETF $7,225,270 6.58% 0.56%
BLES Inspire Global Hope ETF $156,488 12.57% 0.49%
EQRR ProShares Equities for Rising Rates ETF $55,070 28.16% 0.35%
EDOW First Trust Dow 30 Equal Weight ETF $309,347 7.19% 0.50%
SECT Main Sector Rotation ETF $2,755,710 12.21% 0.69%
MAGA Point Bridge America First ETF $30,602 7.94% 0.72%
OMFL Invesco Russell 1000 Dynamic Multifactor ETF $4,693,170 13.31% 0.29%
WLDR Affinity World Leaders Equity ETF $84,970 32.88% 0.67%
BLCN Siren NexGen Economy ETF $37,394 10.62% 0.68%
KARS KraneShares Electric Vehicles & Future Mobility Index ETF $99,537 13.39% 0.72%
LEGR First Trust Indxx Innovative Transaction & Process ETF $132,174 12.54% 0.65%
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF $3,380,270 5.61% 0.74%
QDIV Global X S&P 500 Quality Dividend ETF $32,989 9.95% 0.20%
IUS Invesco RAFI Strategic US ETF $875,906 16.47% 0.19%
SDG iShares MSCI Global Sustainable Development Goals ETF $172,636 7.91% 0.50%
DURA VanEck Durable High Dividend ETF $38,206 13.16% 0.30%
SSPY Stratified LargeCap Index ETF $126,613 11.81% 0.45%
IDRV iShares Self-driving EV & Tech ETF $150,035 11.00% 0.47%
ZIG Acquirers Fund $33,020 9.14% 0.75%
AMOM QRAFT AI-Enhanced U.S. Large Cap Momentum ETF $33,490 28.43% 0.75%
NXTG First Trust Indxx NextG ETF $574,185 48.52% 0.70%
UJUN Innovator U.S. Equity Ultra Buffer ETF - June $109,118 3.25% 0.79%
LGH HCM Defender 500 Index ETF $574,574 4.37% 1.00%
UNOV Innovator U.S. Equity Ultra Buffer ETF - November $106,769 5.65% 0.79%
DAUG FT Vest U.S. Equity Deep Buffer ETF - August $363,059 5.44% 0.85%
FAUG FT Vest U.S. Equity Buffer ETF - August $1,160,170 6.42% 0.85%
DNOV FT Vest U.S. Equity Deep Buffer ETF - November $387,714 5.07% 0.85%
UDEC Innovator U.S. Equity Ultra Buffer ETF - December $301,584 5.28% 0.79%
RAFE PIMCO RAFI ESG U.S. ETF $154,765 14.88% 0.29%
DFEB FT Vest U.S. Equity Deep Buffer ETF - February $458,340 5.82% 0.85%
UMAR Innovator U.S. Equity Ultra Buffer ETF - March $202,664 5.71% 0.79%
DMAY FT Vest U.S. Equity Deep Buffer ETF - May $364,189 4.49% 0.85%
JEPI JPMorgan Equity Premium Income Fund $44,293,900 1.88% 0.35%
FBCV Fidelity Blue Chip Value ETF $164,790 11.40% 0.57%
DJUN FT Vest U.S. Equity Deep Buffer ETF - June $324,601 3.97% 0.85%
SIXA ETC 6 Meridian Mega Cap Equity ETF $493,820 14.23% 0.46%
SIXH ETC 6 Meridian Hedged Equity Index Option ETF $557,014 9.78% 0.69%
XYLD Global X S&P 500 Covered Call ETF $3,164,760 5.49% 0.60%
XVV iShares ESG Select Screened S&P 500 ETF $637,707 9.04% 0.08%
PSCX Pacer Swan SOS Conservative (January) ETF $47,069 5.24% 0.49%
PSMD Pacer Swan SOS Moderate (January) ETF $92,076 5.68% 0.49%
PSFD Pacer Swan SOS Flex (January) ETF $58,334 6.69% 0.49%
FDEC FT Vest US Equity Buffer ETF - December $1,374,120 6.46% 0.85%
QDEC FT Vest Nasdaq-100 Buffer ETF - December $689,880 9.78% 0.90%
ACVF American Conservative Values ETF $152,211 10.53% 0.75%
DEMZ Democratic Large Cap Core ETF $65,054 10.72% 0.45%
JOET Virtus Terranova U.S. Quality Momentum ETF $239,014 8.84% 0.29%
SPD Simplify US Equity PLUS Downside Convexity ETF $106,291 7.41% 0.53%
SPUC Simplify US Equity PLUS Upside Convexity ETF $94,364 9.58% 0.53%
GSPY Gotham Enhanced 500 ETF $712,131 11.33% 0.50%
PSFF Pacer Swan SOS Fund of Funds ETF $574,793 6.06% 0.66%
JANZ TrueShares Structured Outcome (January) ETF $40,652 8.11% 0.80%
MARZ TrueShares Structured Outcome (March) ETF $35,399 7.81% 0.79%
STNC Hennessy Stance ESG ETF $96,212 14.43% 0.85%
APRZ TrueShares Structured Outcome (April) ETF $32,499 7.31% 0.79%
PSMR Pacer Swan SOS Moderate (April) ETF $89,684 7.94% 0.49%
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF - April $133,303 8.29% 0.79%
FAPR FT Vest U.S. Equity Buffer ETF - April $1,147,930 5.36% 0.85%
SCHY Schwab International Dividend Equity ETF $2,327,950 9.86% 0.08%
MAYZ TrueShares Structured Outcome (May) ETF $34,419 8.44% 0.79%
JUNZ TrueShares Structured Outcome (June) ETF $31,323 8.30% 0.79%
TSPA T. Rowe Price U.S. Equity Research ETF $3,509,790 11.48% 0.34%
QVML Invesco S&P 500 QVM Multi-factor ETF $1,620,630 11.19% 0.11%
BALT Innovator Defined Wealth Shield ETF $2,520,950 2.12% 0.69%
PSCJ Pacer Swan SOS Conservative (July) ETF $41,817 5.00% 0.49%
PSFJ Pacer Swan SOS Flex (July) ETF $35,040 5.78% 0.49%
PSMJ Pacer Swan SOS Moderate (July) ETF $88,493 4.76% 0.49%
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF $407,558 10.13% 0.12%
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF $1,646,400 10.54% 0.60%
NOVZ TrueShares Structured Outcome (November) ETF $37,424 7.93% 0.79%
IFED ETRACS IFED Invest with the Fed TR Index ETN due September 15, 2061 $49,469 -1.54% 0.45%
PSCQ Pacer Swan SOS Conservative (October) ETF $48,066 5.68% 0.49%
PSFO Pacer Swan SOS Flex (October) ETF $45,530 6.87% 0.49%
PSMO Pacer Swan SOS Moderate (October) ETF $99,411 5.71% 0.49%
QQMG Invesco ESG NASDAQ 100 ETF $209,866 21.84% 0.20%
RSPE Invesco ESG S&P 500 Equal Weight ETF $65,588 14.28% 0.20%
WTV WisdomTree U.S. Value Fund $2,975,020 11.79% 0.12%
UMMA Wahed Dow Jones Islamic World ETF $284,217 32.93% 0.65%
DUHP Dimensional US High Profitability ETF $12,074,700 9.92% 0.20%
DIHP Dimensional International High Profitability ETF $6,128,510 9.90% 0.27%
RPHS Regents Park Hedged Market Strategy ETF $55,321 6.24% 0.75%
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF $2,322,920 10.81% 0.10%
FTDS First Trust Dividend Strength ETF $39,972 7.87% 0.70%
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $39,109,900 10.22% 0.35%
FTQI First Trust Nasdaq BuyWrite Income ETF $895,822 11.37% 0.75%
SELV SEI QiM US Large Cap Low Volatility Active ETF $237,114 2.14% 0.15%
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF $1,446,030 20.43% 0.15%
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF $665,462 2.20% 0.15%
LCF Touchstone US Large Cap Focused ETF $64,650 3.73% 0.56%
DVND Touchstone Dividend Select ETF $53,185 10.87% 0.50%
SPYI NEOS S&P 500 High Income ETF $10,087,600 7.93% 0.68%
AVIE Avantis Inflation Focused Equity ETF $10,527 13.95% 0.25%
MODL VictoryShares WestEnd U.S. Sector ETF $1,002,560 7.87% 0.46%
HAPI Harbor Human Capital Factor US Large Cap ETF $481,344 9.09% 0.35%
ADPV Adaptiv Select ETF $191,423 13.19% 1.00%
HDUS Hartford Disciplined US Equity ETF $191,472 10.26% 0.19%
CDEI Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF $17,868 9.89% 0.14%
CVIE Calvert International Responsible Index ETF $401,520 20.16% 0.18%
CVLC Calvert US Large-Cap Core Responsible Index ETF $844,371 12.92% 0.15%
MART AllianzIM U.S. Equity Buffer10 Mar ETF $30,170 8.37% 0.74%
MARW AllianzIM U.S. Equity Buffer20 Mar ETF $86,223 5.18% 0.74%
SNAV Mohr Sector Nav ETF $28,763 10.89% 1.59%
LOWV AB US Low Volatility Equity ETF $198,119 2.56% 0.39%
MAYT AllianzIM U.S. Equity Buffer10 May ETF $234,186 5.80% 0.74%
MAYW AllianzIM U.S. Equity Buffer20 May ETF $445,999 3.92% 0.74%
JUNT AllianzIM U.S. Equity Buffer10 Jun ETF $107,779 4.30% 0.74%
JUNW AllianzIM U.S. Equity Buffer20 Jun ETF $349,963 3.04% 0.74%
AUGT AllianzIM U.S. Equity Buffer10 Aug ETF $29,286 6.56% 0.74%
AUGW AllianzIM U.S. Equity Buffer20 Aug ETF $137,257 4.46% 0.74%
DRUP GraniteShares Nasdaq Select Disruptors ETF $45,892 -6.81% 0.60%
POWA Invesco Bloomberg Pricing Power ETF $178,054 -1.27% 0.40%
BMVP Invesco Bloomberg MVP Multi-factor ETF $102,038 6.80% 0.29%
SEPT AllianzIM U.S. Equity Buffer10 Sep ETF $32,588 6.63% 0.74%
SEPW AllianzIM U.S. Equity Buffer20 Sep ETF $106,362 4.42% 0.74%
QQQY Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF $184,914 13.61% 1.01%
LRGC AB US Large Cap Strategic Equities ETF $1,229,450 7.72% 0.39%
HELO JPMorgan Hedged Equity Laddered Overlay ETF $3,956,220 2.41% 0.50%
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF $64,292 16.23% 0.50%
BLCR iShares Large Cap Core Active ETF $6,138,420 19.13% 0.36%
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $4,632,970 18.66% 0.29%
GPIX Goldman Sachs S&P 500 Premium Income ETF $4,414,940 10.27% 0.29%
LQAI LG QRAFT AI-Powered U.S. Large Cap Core ETF $2,345 22.93% 0.75%
FELC Fidelity Enhanced Large Cap Core ETF $7,737,690 10.96% 0.18%
BCUS Bancreek U.S. Large Cap ETF $109,928 14.59% 0.70%
ISPY ProShares S&P 500 High Income ETF $1,267,710 9.19% 0.56%
QQQI NEOS Nasdaq 100 High Income ETF $12,569,800 13.53% 0.68%
FLJJ AllianzIM U.S. Equity 6 Month Floor5 Jan/Jul ETF $8,401 5.31% 0.74%
SIXF AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF $45,672 6.58% 0.74%
SIXP AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF $42,754 6.86% 0.74%
FLAO AllianzIM U.S. Equity 6 Month Floor5 Apr/Oct ETF $8,449 -0.68% 0.74%
FYEE Fidelity Yield Enhanced Equity ETF $193,729 6.44% 0.28%
CPSM Calamos S&P 500 Structured Alt Protection ETF - May $56,364 2.29% 0.69%
SIXZ AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF $62,612 6.57% 0.74%
SIXD AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF $380,512 6.89% 0.74%
KSPY KraneShares Hedgeye Hedged Equity Index ETF $97,131 6.85% 0.88%
QQA Invesco QQQ Income Advantage ETF $749,988 14.80% 0.29%
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF $879,350 9.33% 0.29%
FLCC Federated Hermes MDT Large Cap Core ETF $121,973 8.04% 0.29%
SPYM State Street SPDR Portfolio S&P 500 ETF $141,948,000 11.01% 0.02%
WDTE Defiance S&P 500 Weekly Distribution ETF $67,529 8.10% 1.03%
QBIG Invesco Top QQQ ETF $33,475 4.86% 0.29%
QQLV Invesco QQQ Low Volatility ETF $1,994 3.98% 0.25%
ACLC American Century Large Cap Equity ETF $313,498 8.00% 0.39%
BUFM AB Moderate Buffer ETF $421,533 4.00% 0.69%
PRCS Parnassus Core Select ETF $157,178 4.80% 0.58%
BRIF FIS Bright Portfolios Focused Equity ETF $147,790 21.05% 0.65%
SPBW AllianzIM Buffer20 Allocation ETF $77,071 4.66% 0.79%
SPBX AllianzIM 6 Month Buffer10 Allocation ETF $55,682 6.10% 0.79%
OMAH VistaShares Target 15 Berkshire Select Income ETF $851,238 6.88% 0.95%
WTPI WisdomTree Equity Premium Income Fund $483,571 4.76% 0.44%
QQHG Invesco QQQ Hedged Advantage ETF $13,080 10.91% 0.45%
BOBP CORE16 Best of Breed Premier Index ETF $639 26.14% 0.70%
BLUX Bluemonte Dynamic Total Market ETF $550,902 14.40% 0.25%
DIVN Horizon Dividend Income ETF $190,735 13.76% 0.70%
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF $38,684 2.42% 0.64%
QBSF AllianzIM U.S. Equity Buffer15 ETF $36,291 2.55% 0.64%
ALRG Allspring LT Large Core ETF $7,459 8.73% 0.28%
USEW Cambria US EW ETF $187,375 10.20% 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 $184,484 8.29% 0.69%
FNX First Trust Mid Cap Core AlphaDEX Fund $1,386,670 14.35% 0.62%
IWR iShares Russell Midcap ETF $55,815,600 13.97% 0.18%
DON WisdomTree U.S. MidCap Dividend Fund $3,975,570 10.26% 0.38%
EPU iShares MSCI Peru and Global Exposure ETF $546,191 20.98% 0.59%
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF $11,641 9.20% 0.42%
PTMC Pacer Trendpilot US Mid Cap ETF $403,564 15.87% 0.60%
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF $452,726 15.18% 0.24%
NUMV Nuveen ESG Mid-Cap Value ETF $452,072 11.10% 0.31%
FLQM Franklin U.S. Mid Cap Multifactor Index ETF $1,560,870 3.24% 0.30%
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF $17,954,900 15.96% 0.03%
XMHQ Invesco S&P MidCap Quality ETF $5,365,100 9.19% 0.25%
XJH iShares ESG Select Screened S&P Mid-Cap ETF $408,014 15.23% 0.12%
MGMT Ballast Small/Mid Cap ETF $177,061 13.02% 1.10%
MIDE Xtrackers S&P MidCap 400 Scored & Screened ETF $3,416 15.36% 0.15%
IMCB iShares Morningstar Mid-Cap ETF $1,605,590 16.21% 0.04%
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF $432,087 16.25% 0.15%
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF $1,406,640 12.52% 0.60%
TMFX Motley Fool Next Index ETF $31,768 4.12% 0.50%
CVMC Calvert US Mid-Cap Core Responsible Index ETF $100,454 17.71% 0.15%
GRPM Invesco S&P MidCap 400 GARP ETF $478,785 8.08% 0.35%
FMDE Fidelity Enhanced Mid Cap Core ETF $7,147,070 11.84% 0.23%
KMID Virtus KAR Mid-Cap ETF $47,757 3.74% 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 $925,440 12.81% 0.38%
RWK Invesco S&P MidCap 400 Revenue ETF $1,276,560 15.78% 0.39%
GSC Goldman Sachs Small Cap Equity ETF $278,645 21.17% 0.75%
IWM iShares Russell 2000 ETF $82,518,900 19.91% 0.19%
IJR iShares Core S&P Small-Cap ETF $107,362,000 19.50% 0.06%
EES WisdomTree U.S. SmallCap Fund $707,511 15.94% 0.38%
FDM First Trust Dow Jones Select MicroCap Index Fund $257,273 12.14% 0.60%
VB Vanguard Small Cap ETF $80,401,200 16.13% 0.03%
FYX First Trust Small Cap Core AlphaDEX Fund $1,314,430 22.74% 0.58%
IWC iShares Micro-Cap ETF $1,439,650 21.31% 0.60%
PRFZ Invesco RAFI US 1500 Small-Mid ETF $2,754,430 16.03% 0.34%
DES WisdomTree U.S. SmallCap Dividend Fund $2,155,620 19.24% 0.38%
IWN iShares Russell 2000 Value ETF $14,349,200 20.25% 0.24%
SCHA Schwab U.S. Small-Cap ETF $23,310,000 23.71% 0.03%
VIOO Vanguard S&P Small-Cap 600 ETF $4,044,670 19.87% 0.07%
SMDV ProShares Russell 2000 Dividend Growers ETF $672,382 13.50% 0.40%
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund $394,191 17.56% 0.38%
FNDA Schwab Fundamental U.S. Small Company ETF $9,151,800 18.36% 0.25%
SMLL Harbor Active Small Cap ETF $13,507 3.90% 0.80%
SMLF iShares U.S. Small‑Cap Equity Factor ETF $4,049,410 16.70% 0.15%
ALTY Global X Alternative Income ETF $44,530 6.68% 0.50%
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF $259,808 10.93% 0.35%
VAMO Cambria Value & Momentum ETF $106,564 4.62% 0.65%
SMCP SMART Mid Cap ETF $3,464 12.19% 0.79%
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF $1,705,360 8.01% 0.40%
SCAP Infrastructure Capital Small Cap Income ETF $20,952 13.92% 0.80%
PSC Principal U.S. Small-Cap ETF $2,224,430 17.30% 0.38%
ISMD Inspire Small/Mid Cap ETF $329,052 25.95% 0.48%
OUSM ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF $881,813 8.50% 0.48%
CALF Pacer US Small Cap Cash Cows ETF $3,514,800 13.36% 0.59%
SQLV Royce Quant Small‑Cap Quality Value ETF $27,837 16.14% 0.60%
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $16,196,000 19.81% 0.03%
USVM VictoryShares US Small Mid Cap Value Momentum ETF $1,692,830 18.76% 0.29%
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $11,113,100 10.89% 0.59%
IZRL ARK Israel Innovative Technology ETF $141,541 2.14% 0.49%
MJ Amplify Alternative Harvest ETF $125,797 -14.40% 0.75%
VPC Virtus Private Credit Strategy ETF $31,759 -9.80% 10.60%
CNBS Amplify Seymour Cannabis ETF $88,169 1.54% 0.76%
OVS Overlay Shares Small Cap Equity ETF $29,009 21.66% 0.83%
ROSC Hartford Multifactor Small Cap ETF $60,272 15.84% 0.34%
AFMC First Trust Active Factor Mid Cap ETF $170,995 18.13% 0.68%
AFSM First Trust Active Factor Small Cap ETF $104,278 19.78% 0.75%
TPSC Timothy Plan US Small Cap Core ETF $343,466 12.94% 0.52%
HSMV First Trust Horizon Managed Volatility Small/Mid ETF $32,285 6.15% 0.80%
SIXS ETC 6 Meridian Small Cap Equity ETF $131,743 10.90% 0.50%
MSOS AdvisorShares Pure US Cannabis ETF $1,037,450 4.66% 0.97%
XJR iShares ESG Select Screened S&P Small-Cap ETF $145,123 19.24% 0.12%
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity Fund $715,068 19.64% 0.09%
ISCB iShares Morningstar Small-Cap ETF $279,823 13.61% 0.04%
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF $247,689 20.47% 0.15%
AVSC Avantis U.S Small Cap Equity ETF $2,914,440 21.28% 0.25%
RYLG Global X Russell 2000 Covered Call & Growth ETF $8,272 14.15% 0.35%
STXK Strive Small-Cap ETF $81,816 13.91% 0.18%
HAPS Harbor Human Capital Factor US Small Cap ETF $164,197 14.01% 0.61%
IWMY Defiance R2000 Enhanced Options & 0DTE Income ETF $99,785 14.41% 1.05%
FESM Fidelity Enhanced Small Cap Core ETF $5,447,300 23.85% 0.28%
SMCF Themes US Small Cap Cash Flow Champions ETF $3,065 16.09% 0.29%
GRPZ Invesco S&P SmallCap 600 GARP ETF $2,472 15.82% 0.35%
IWMI NEOS Russell 2000 High Income ETF $954,704 15.82% 0.68%
FSCC Federated Hermes MDT Small Cap Core ETF $291,113 18.66% 0.36%
AFSC abrdn Focused U.S. Small Cap Active ETF $10,783 23.82% 0.65%
ABLS Abacus FCF Small Cap Leaders ETF $1,304 9.22% 0.39%
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