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  • State Farm LifePath 2040 A
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NLOAX - State Farm LifePath 2040 A

  • Fund Family Name: State Farm
  • Expense Ratio: 1.30%
  • Benchmark Indexes: FTSE NAREIT Equity REITs Index, MSCI All Country World ex-U.S. Index , S&P 500 Index, S&P MidCap 400 Index, S&P SmallCap 600 Index
Learn more about NLOAX 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 NLOAX. These recommendations are powered by ETFdb's Mutual Fund to ETF Converter tool.

How ETFdb.com has selected ETF alternatives to NLOAX: The mutual fund NLOAX 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 MSCI All Country World ex-U.S. Index and S&P 500 Index and S&P MidCap 400 Index and S&P SmallCap 600 Index

The ETF alternatives to NLOAX 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 MSCI All Country World ex-U.S. Index

The following table presents exchange traded funds linked to MSCI All Country World ex-U.S. Index .

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
CWI State Street SPDR MSCI ACWI ex-US ETF $2,707,310 11.39% 0.30%
ACWX iShares MSCI ACWI ex U.S. ETF $11,262,900 11.32% 0.32%

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 $777,089,000 8.38% 0.09%
IVV iShares Core S&P 500 ETF $830,004,000 8.44% 0.03%
VOO Vanguard S&P 500 ETF $991,277,000 8.40% 0.03%
SPDN Direxion Daily S&P 500 Bear 1X ETF $231,320 -5.57% 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 $118,813,000 13.49% 0.05%
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $26,512,400 13.27% 0.24%
IVOO Vanguard S&P Mid-Cap 400 ETF $3,595,850 13.37% 0.07%
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF $17,454,600 13.50% 0.03%
XMHQ Invesco S&P MidCap Quality ETF $5,304,030 8.10% 0.25%
XMMO Invesco S&P MidCap Momentum ETF $7,452,700 19.62% 0.35%
FRTY Alger Mid Cap 40 ETF $139,930 6.44% 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 $103,666,000 16.58% 0.06%
VIOO Vanguard S&P Small-Cap 600 ETF $3,900,870 16.49% 0.07%
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $15,522,300 16.56% 0.03%
XSMO Invesco S&P SmallCap Momentum ETF $2,865,160 20.44% 0.36%
XSVM Invesco S&P SmallCap Value with Momentum ETF $613,111 18.76% 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 $534,505 -0.52% 0.48%
REZ iShares Residential and Multisector Real Estate ETF $835,250 10.93% 0.48%
IYR iShares U.S. Real Estate ETF $4,529,570 10.53% 0.38%
VNQ Vanguard Real Estate ETF $37,173,800 11.55% 0.13%
FRI First Trust S&P REIT Index Fund $175,235 15.57% 0.50%
RWR State Street SPDR Dow Jones REIT ETF $1,777,610 15.25% 0.25%
ICF iShares Select U.S. REIT ETF $2,052,480 15.72% 0.32%
PSR Invesco Active U.S. Real Estate Fund $56,853 15.93% 0.35%
KBWY Invesco KBW Premium Yield Equity REIT ETF $298,526 23.25% 0.35%
SCHH Schwab US REIT ETF $9,977,060 15.06% 0.07%
MORT VanEck Mortgage REIT Income ETF $380,978 -0.54% 0.43%
FREL Fidelity MSCI Real Estate Index ETF $1,433,740 11.44% 0.08%
SRET Global X SuperDividend REIT ETF $225,100 6.30% 0.58%
XLRE State Street Real Estate Select Sector SPDR ETF $7,913,800 12.19% 0.08%
CRED Columbia Research Enhanced Real Estate ETF $3,399 15.86% 0.33%
USRT iShares Core U.S. REIT ETF $4,123,770 16.51% 0.08%
NURE Nuveen Short-Term REIT ETF $34,704 15.43% 0.36%
PPTY US Diversified Real Estate ETF $24,945 13.81% 0.53%
INDS Pacer Industrial Real Estate ETF $112,604 10.29% 0.49%
SRVR Pacer Data & Infrastructure Real Estate ETF $394,749 18.28% 0.49%
BBRE JPMorgan BetaBuilders MSCI US REIT ETF $1,222,570 15.89% 0.11%
VRAI Virtus Real Asset Income ETF $18,227 21.28% 0.55%
NETL Colterpoint Net Lease Real Estate ETF $51,060 14.92% 0.60%
RDOG ALPS REIT Dividend Dogs ETF $11,302 18.60% 0.35%
REIT ALPS Active REIT ETF $52,290 16.37% 0.68%
JRE Janus Henderson U.S. Real Estate ETF $3,952 16.16% 0.65%
RIET Hoya Capital High Dividend Yield ETF $104,013 9.41% 0.50%
DFAR Dimensional US Real Estate ETF $1,700,070 15.43% 0.19%
HAUS Residential REIT ETF $8,599 7.56% 0.60%
BYRE Principal Real Estate Active Opportunities ETF $25,324 12.98% 0.60%
JPRE JPMorgan Realty Income ETF $470,749 13.01% 0.50%
RSPR Invesco S&P 500 Equal Weight Real Estate ETF $100,227 11.60% 0.40%
DESK VanEck Office and Commercial REIT ETF $3,190 14.74% 0.51%
DCRE DoubleLine Commercial Real Estate Debt ETF $450,809 1.36% 0.39%
IYRI NEOS Real Estate High Income ETF $272,294 6.60% 0.68%
CSRE Cohen & Steers Real Estate Active ETF $408,966 13.16% 0.70%
DVRE WEBs Real Estate XLRE Defined Volatility ETF $241 13.12% 0.89%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF $2,610 6.51% 0.35%

Global Equities ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as MSCI All Country World ex-U.S. Index .

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
EIS iShares MSCI Israel ETF $960,938 13.18% 0.59%
IDV iShares International Select Dividend ETF $8,441,150 11.12% 0.50%
EWC iShares MSCI Canada ETF $5,730,290 7.60% 0.50%
PID Invesco International Dividend Achievers™ ETF $915,661 4.89% 0.53%
PSP Invesco Global Listed Private Equity ETF $256,603 -12.44% 1.80%
FGD First Trust Dow Jones Global Select Dividend Index Fund $1,423,710 10.35% 0.55%
AADR AdvisorShares Dorsey Wright ADR ETF $42,063 -4.46% 1.09%
SDIV Global X SuperDividend ETF $1,214,120 5.92% 0.58%
INFL Horizon Kinetics Inflation Beneficiaries ETF $1,541,760 12.99% 0.85%
DIVS Guinness Atkinson Dividend Builder ETF $38,100 5.93% 0.46%
INKM State Street Income Allocation ETF $71,992 5.31% 0.50%
VEGA AdvisorShares STAR Global Buy-Write ETF $87,146 5.33% 1.25%
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund $653,924 7.04% 0.39%
CAPE DoubleLine Shiller CAPE U.S. Equities ETF $256,384 0.94% 0.65%
WDIV State Street SPDR S&P Global Dividend ETF $268,785 8.41% 0.40%
ISRA VanEck Israel ETF $155,857 10.42% 0.59%
ROBO ROBO Global Robotics & Automation Index ETF $1,971,210 19.74% 0.95%
FYLD Cambria Foreign Shareholder Yield ETF $624,147 18.28% 0.59%
FV First Trust Dorsey Wright Focus 5 ETF $3,782,040 14.75% 0.89%
GVAL Cambria Global Value ETF $436,797 12.64% 0.66%
IFV First Trust Dorsey Wright International Focus 5 ETF $247,508 9.02% 1.14%
DIVI Franklin International Core Dividend Tilt Index ETF $2,486,530 9.62% 0.09%
WBIF WBI BullBear Value 3000 ETF $23,389 10.90% 1.65%
WBIG WBI BullBear Yield 3000 ETF $27,852 7.96% 1.59%
WBIL WBI BullBear Quality 3000 ETF $30,543 12.46% 1.55%
IVAL Alpha Architect International Quantitative Value ETF $213,317 11.67% 0.38%
BOTZ Global X Robotics & Artificial Intelligence ETF $3,559,040 3.84% 0.68%
IDMO Invesco S&P International Developed Momentum ETF $3,706,320 4.77% 0.25%
DWLD Davis Select Worldwide ETF $574,815 0.06% 0.62%
UIVM VictoryShares International Value Momentum ETF $327,175 11.58% 0.35%
FLCA Franklin FTSE Canada ETF $741,998 7.31% 0.09%
DRIV Global X Autonomous & Electric Vehicles ETF $452,238 30.65% 0.68%
LOUP Innovator Deepwater Frontier Tech ETF $210,060 20.21% 0.70%
PAWZ ProShares Pet Care ETF $31,998 -12.36% 0.50%
UFO Procure Space ETF $1,119,220 37.41% 0.75%
HERD Pacer Cash Cows Fund of Funds ETF $98,291 10.03% 0.74%
PTIN Pacer Trendpilot International ETF $183,154 13.42% 0.67%
HAIL State Street SPDR S&P Kensho Smart Mobility ETF $22,540 19.27% 0.45%
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF $8,709 9.20% 0.45%
SPGM State Street SPDR Portfolio MSCI Global Stock Market ETF $1,695,760 10.39% 0.09%
AVDE Avantis International Equity ETF $16,673,600 7.22% 0.23%
ANEW ProShares MSCI Transformational Changes ETF $7,734 0.40% 0.45%
DSTX Distillate International Fundamental Stability & Value ETF $48,047 4.82% 0.55%
DFAI Dimensional International Core Equity Market ETF $16,241,700 7.99% 0.18%
FICS First Trust International Developed Capital Strength ETF $210,356 1.85% 0.70%
TMAT Main Thematic Innovation ETF $234,298 14.13% 0.82%
FMAG Fidelity Magellan ETF $250,940 5.04% 0.57%
IMFL Invesco International Developed Dynamic Multifactor ETF $984,165 14.30% 0.34%
YMAR FT Vest International Equity Moderate Buffer ETF - March $150,469 4.80% 0.90%
IAPR Innovator International Developed Power Buffer ETF - April $195,572 6.49% 0.85%
ILDR First Trust Innovation Leaders ETF $283,280 14.16% 0.75%
MOTG VanEck Morningstar Global Wide Moat ETF $17,080 -1.87% 0.52%
VNAM Global X MSCI Vietnam ETF $35,951 -4.02% 0.51%
TMFG Motley Fool Global Opportunities ETF $355,812 2.52% 0.85%
WRND NYLI Global Equity R&D Leaders ETF $10,397 11.72% 0.18%
CGXU Capital Group International Focus Equity ETF $6,059,620 14.18% 0.54%
AVSD Avantis Responsible International Equity ETF $457,384 5.10% 0.23%
DFIC Dimensional International Core Equity 2 ETF $13,969,000 8.74% 0.22%
WEED Roundhill Cannabis ETF $10,467 20.15% 0.41%
JIRE JPMorgan International Research Enhanced Equity ETF $10,745,900 6.89% 0.24%
SSXU Strategy Shares Day Hagan Smart Sector International ETF $41,367 2.83% 1.22%
MINV Matthews Asia Innovators Active ETF $166,419 48.05% 0.79%
CGV Conductor Global Equity Value ETF $130,263 8.23% 1.25%
AZTD Aztlan Global Stock Selection DM SMID ETF $35,596 10.71% 0.75%
BUYW Main BuyWrite ETF $1,217,000 3.23% 0.99%
AVGE Avantis All Equity Markets ETF $988,794 13.79% 0.23%
DFSI Dimensional International Sustainability Core 1 ETF $1,071,560 4.41% 0.24%
DFGR Dimensional Global Real Estate ETF $3,571,270 10.24% 0.22%
SROI Calamos Antetokounmpo Global Sustainable Equities ETF $18,215 8.60% 0.95%
CAMX Cambiar Aggressive Value ETF $66,437 9.71% 0.59%
GLOF iShares Global Equity Factor ETF $207,050 10.31% 0.20%
IDUB Aptus International Enhanced Yield $481,609 12.66% 0.44%
TOLL Tema Durable Quality ETF $48,311 11.01% 0.55%
FDIF Fidelity Disruptors ETF $104,217 6.58% 0.50%
DARP Grizzle Growth ETF $31,417 23.96% 0.75%
FENI Fidelity Enhanced International ETF $9,693,920 8.72% 0.28%
TDI Touchstone Dynamic International ETF $331,810 14.18% 0.65%
CZAR Themes Natural Monopoly ETF $1,564 -1.64% 0.35%
TOGA Tremblant Global ETF $168,107 -13.85% 0.69%
INEQ Columbia International Equity Income ETF $84,123 5.25% 0.45%
KLMT Invesco MSCI Global Climate 500 ETF $1,530,180 9.21% 0.10%
EFAA Invesco MSCI EAFE Income Advantage ETF $499,890 4.99% 0.39%
ILOW AB International Low Volatility Equity ETF $1,748,630 4.93% 0.50%
EDGI 3EDGE Dynamic International Equity ETF $83,171 7.08% 0.97%
FFDI Fidelity Fundamental Developed International ETF $22,054 4.77% 0.55%
CORO iShares International Country Rotation Active ETF $7,221,990 14.40% 0.55%
BUFI AB International Buffer ETF Intl Buffer ETF $127,286 4.38% 0.69%
FFGX Fidelity Fundamental Global ex-U.S. ETF $43,191 9.95% 0.55%
LPRE Long Pond Real Estate Select ETF $161,057 12.69% 1.00%
CSTK Invesco Comstock Contrarian Equity ETF $165,174 12.06% 0.35%
VNIE Vontobel International Equity Active ETF $8,933 2.81% 0.60%
MTRA Invesco International Growth Focus ETF $151,757 -0.49% 0.54%
BINT Bluemonte Global Equity ETF $394,824 12.17% 0.23%
GEOA WisdomTree GeoAlpha Opportunities Fund $896 N/A 0.58%
QUIZ Zacks Quality International ETF $80,725 7.61% 0.55%
NIHI NEOS MSCI EAFE High Income ETF $167,675 4.82% 0.68%

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 $1,618,000 3.72% 0.62%
FEX First Trust Large Cap Core AlphaDEX Fund $1,549,790 13.84% 0.57%
RSP Invesco S&P 500® Equal Weight ETF $89,777,200 9.67% 0.20%
DLN WisdomTree U.S. LargeCap Dividend Fund $6,072,200 9.55% 0.28%
DTD WisdomTree U.S. Total Dividend Fund $1,595,700 9.77% 0.28%
FVD First Trust Value Line Dividend Index Fund $7,902,860 4.30% 0.62%
VYM Vanguard High Dividend Yield Index ETF $78,303,700 11.32% 0.04%
RWL Invesco S&P 500 Revenue ETF $9,102,200 11.91% 0.39%
MGV Vanguard Mega Cap Value ETF $12,640,500 13.44% 0.05%
IWD iShares Russell 1000 Value ETF $75,086,200 13.66% 0.18%
PRF Invesco RAFI US 1000 ETF $9,539,170 13.91% 0.34%
IVE iShares S&P 500 Value ETF $47,376,600 7.20% 0.18%
PBP Invesco S&P 500 BuyWrite ETF $342,981 3.74% 0.29%
MOO VanEck Agribusiness ETF $917,909 6.98% 0.56%
IGE iShares North American Natural Resources ETF $784,853 18.41% 0.39%
HAP VanEck Natural Resources ETF $327,207 16.23% 0.41%
DGT State Street SPDR Global Dow ETF $619,152 10.99% 0.50%
IWX iShares Russell Top 200 Value ETF $3,477,940 13.44% 0.20%
EQL Alps Equal Sector Weight ETF $730,519 8.67% 0.19%
SCHV Schwab U.S. Large-Cap Value ETF $15,556,000 14.70% 0.04%
VONV Vanguard Russell 1000 Value ETF $19,332,800 13.70% 0.06%
VOOV Vanguard S&P 500 Value ETF $6,408,110 7.22% 0.07%
TRND Pacer Trendpilot Fund of Funds ETF $61,687 7.63% 0.77%
SPYV State Street SPDR Portfolio S&P 500 Value ETF $35,159,100 7.21% 0.04%
SPHB Invesco S&P 500® High Beta ETF $1,003,100 24.14% 0.25%
HBTA Horizon Expedition Plus ETF $150,896 9.46% 0.86%
SCHD Schwab US Dividend Equity ETF $95,442,300 19.07% 0.06%
ACWV iShares MSCI Global Min Vol Factor ETF $3,244,320 1.91% 0.20%
GURU Global X Guru Index ETF $59,440 5.18% 0.75%
VLU State Street SPDR S&P 1500 Value Tilt ETF $709,454 12.83% 0.12%
FNDB Schwab Fundamental U.S. Broad Market ETF $1,326,530 13.86% 0.25%
FNDX Schwab Fundamental U.S. Large Company ETF $25,463,500 13.82% 0.25%
NOBL ProShares S&P 500 Dividend Aristocrats ETF $11,164,700 6.16% 0.35%
RDVY First Trust Rising Dividend Achievers ETF $22,674,200 10.69% 0.47%
FTHI First Trust BuyWrite Income ETF $2,279,340 3.42% 0.75%
EQLT iShares MSCI Emerging Markets Quality Factor ETF $12,145 26.98% 0.35%
DGRO iShares Core Dividend Growth ETF $40,496,300 9.02% 0.08%
CFA VictoryShares US 500 Volatility Wtd ETF $530,972 6.79% 0.35%
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF $406,909 6.80% 0.35%
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF $724,937 12.06% 0.35%
LRGF iShares US Equity Factor ETF $3,416,930 7.95% 0.08%
EQWL Invesco S&P 100 Equal Weight ETF $2,574,020 7.86% 0.25%
IUSV iShares Core S&P U.S. Value ETF $26,028,100 7.46% 0.04%
PTLC Pacer Trendpilot US Large Cap ETF $3,272,890 3.15% 0.60%
PTNQ Pacer Trendpilot 100 ETF $1,277,540 8.40% 0.65%
JPUS JPMorgan Diversified Return Use Equity $444,698 11.88% 0.18%
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF $7,295,790 12.55% 0.07%
DJD Invesco Dow Jones Industrial Average Dividend ETF $453,849 11.19% 0.07%
FTAG First Trust Indxx Global Agriculture ETF $15,196 7.26% 0.70%
FDVV Fidelity High Dividend ETF $9,642,750 8.03% 0.15%
FDRR Fidelity Dividend ETF for Rising Rates $713,663 8.19% 0.15%
FVAL Fidelity Value Factor ETF $1,257,860 8.75% 0.15%
NULV Nuveen ESG Large-Cap Value ETF $2,097,440 12.08% 0.26%
DIVO Amplify CWP Enhanced Dividend Income ETF $7,116,800 5.39% 0.56%
BLES Inspire Global Hope ETF $153,790 10.30% 0.49%
EQRR ProShares Equities for Rising Rates ETF $75,599 23.61% 0.35%
EDOW First Trust Dow 30 Equal Weight ETF $306,761 5.98% 0.50%
SECT Main Sector Rotation ETF $2,716,780 8.38% 0.69%
MAGA Point Bridge America First ETF $29,909 6.86% 0.72%
OMFL Invesco Russell 1000 Dynamic Multifactor ETF $4,658,650 10.77% 0.29%
WLDR Affinity World Leaders Equity ETF $82,880 25.51% 0.67%
BLCN Siren NexGen Economy ETF $37,315 5.03% 0.68%
KARS KraneShares Electric Vehicles & Future Mobility Index ETF $97,346 8.12% 0.72%
LEGR First Trust Indxx Innovative Transaction & Process ETF $133,451 9.15% 0.65%
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF $3,302,920 4.79% 0.74%
QDIV Global X S&P 500 Quality Dividend ETF $32,260 8.99% 0.20%
IUS Invesco RAFI Strategic US ETF $867,324 14.11% 0.19%
SDG iShares MSCI Global Sustainable Development Goals ETF $172,016 6.76% 0.50%
DURA VanEck Durable High Dividend ETF $37,487 12.10% 0.30%
SSPY Stratified LargeCap Index ETF $124,259 9.92% 0.45%
IDRV iShares Self-driving EV & Tech ETF $147,012 5.73% 0.47%
ZIG Acquirers Fund $32,149 8.60% 0.75%
AMOM QRAFT AI-Enhanced U.S. Large Cap Momentum ETF $32,428 19.17% 0.75%
NXTG First Trust Indxx NextG ETF $570,925 42.20% 0.70%
UJUN Innovator U.S. Equity Ultra Buffer ETF - June $105,052 1.97% 0.79%
LGH HCM Defender 500 Index ETF $573,391 1.16% 1.00%
UNOV Innovator U.S. Equity Ultra Buffer ETF - November $106,605 4.52% 0.79%
DAUG FT Vest U.S. Equity Deep Buffer ETF - August $361,164 4.54% 0.85%
FAUG FT Vest U.S. Equity Buffer ETF - August $1,175,820 5.40% 0.85%
DNOV FT Vest U.S. Equity Deep Buffer ETF - November $387,167 4.08% 0.85%
UDEC Innovator U.S. Equity Ultra Buffer ETF - December $301,196 4.29% 0.79%
RAFE PIMCO RAFI ESG U.S. ETF $152,457 12.34% 0.29%
DFEB FT Vest U.S. Equity Deep Buffer ETF - February $455,338 4.92% 0.85%
UMAR Innovator U.S. Equity Ultra Buffer ETF - March $202,425 5.01% 0.79%
DMAY FT Vest U.S. Equity Deep Buffer ETF - May $359,106 3.26% 0.85%
JEPI JPMorgan Equity Premium Income Fund $43,672,900 0.85% 0.35%
FBCV Fidelity Blue Chip Value ETF $162,478 9.92% 0.57%
DJUN FT Vest U.S. Equity Deep Buffer ETF - June $323,109 3.76% 0.85%
SIXA ETC 6 Meridian Mega Cap Equity ETF $482,303 11.60% 0.46%
SIXH ETC 6 Meridian Hedged Equity Index Option ETF $544,881 7.87% 0.69%
XYLD Global X S&P 500 Covered Call ETF $3,154,000 3.95% 0.60%
XVV iShares ESG Select Screened S&P 500 ETF $636,717 6.70% 0.08%
PSCX Pacer Swan SOS Conservative (January) ETF $46,986 4.11% 0.49%
PSMD Pacer Swan SOS Moderate (January) ETF $92,756 4.65% 0.49%
PSFD Pacer Swan SOS Flex (January) ETF $58,209 5.38% 0.49%
FDEC FT Vest US Equity Buffer ETF - December $1,372,090 5.20% 0.85%
QDEC FT Vest Nasdaq-100 Buffer ETF - December $687,161 7.67% 0.90%
ACVF American Conservative Values ETF $150,742 8.02% 0.75%
DEMZ Democratic Large Cap Core ETF $63,588 7.04% 0.45%
JOET Virtus Terranova U.S. Quality Momentum ETF $235,341 5.99% 0.29%
SPD Simplify US Equity PLUS Downside Convexity ETF $105,245 4.04% 0.53%
SPUC Simplify US Equity PLUS Upside Convexity ETF $94,027 6.77% 0.53%
GSPY Gotham Enhanced 500 ETF $709,011 8.90% 0.50%
PSFF Pacer Swan SOS Fund of Funds ETF $578,281 5.13% 0.66%
JANZ TrueShares Structured Outcome (January) ETF $40,552 6.08% 0.80%
MARZ TrueShares Structured Outcome (March) ETF $34,217 5.90% 0.79%
STNC Hennessy Stance ESG ETF $92,562 9.47% 0.85%
APRZ TrueShares Structured Outcome (April) ETF $32,414 5.32% 0.79%
PSMR Pacer Swan SOS Moderate (April) ETF $89,516 7.18% 0.49%
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF - April $133,050 7.42% 0.79%
FAPR FT Vest U.S. Equity Buffer ETF - April $1,135,260 4.12% 0.85%
SCHY Schwab International Dividend Equity ETF $2,256,740 8.24% 0.08%
MAYZ TrueShares Structured Outcome (May) ETF $34,326 6.37% 0.79%
JUNZ TrueShares Structured Outcome (June) ETF $31,250 6.47% 0.79%
TSPA T. Rowe Price U.S. Equity Research ETF $3,491,880 8.77% 0.34%
QVML Invesco S&P 500 QVM Multi-factor ETF $1,613,130 8.76% 0.11%
BALT Innovator Defined Wealth Shield ETF $2,496,480 2.00% 0.69%
PSCJ Pacer Swan SOS Conservative (July) ETF $41,738 4.60% 0.49%
PSFJ Pacer Swan SOS Flex (July) ETF $34,950 5.21% 0.49%
PSMJ Pacer Swan SOS Moderate (July) ETF $88,317 4.38% 0.49%
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF $404,613 7.53% 0.12%
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF $1,638,480 8.12% 0.60%
NOVZ TrueShares Structured Outcome (November) ETF $37,339 6.16% 0.79%
IFED ETRACS IFED Invest with the Fed TR Index ETN due September 15, 2061 $48,593 -5.08% 0.45%
PSCQ Pacer Swan SOS Conservative (October) ETF $47,952 4.54% 0.49%
PSFO Pacer Swan SOS Flex (October) ETF $45,420 5.51% 0.49%
PSMO Pacer Swan SOS Moderate (October) ETF $99,192 4.70% 0.49%
QQMG Invesco ESG NASDAQ 100 ETF $206,201 15.89% 0.20%
RSPE Invesco ESG S&P 500 Equal Weight ETF $64,319 12.00% 0.20%
WTV WisdomTree U.S. Value Fund $3,065,880 10.72% 0.12%
UMMA Wahed Dow Jones Islamic World ETF $275,745 26.63% 0.65%
DUHP Dimensional US High Profitability ETF $11,957,600 7.53% 0.20%
DIHP Dimensional International High Profitability ETF $5,985,410 6.98% 0.27%
RPHS Regents Park Hedged Market Strategy ETF $55,321 4.42% 0.75%
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF $2,312,080 8.32% 0.10%
FTDS First Trust Dividend Strength ETF $39,139 8.08% 0.70%
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $39,178,700 6.44% 0.35%
FTQI First Trust Nasdaq BuyWrite Income ETF $883,284 9.15% 0.75%
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF $235,143 2.57% 0.15%
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF $1,408,730 15.37% 0.15%
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF $637,566 1.43% 0.15%
LCF Touchstone US Large Cap Focused ETF $65,010 2.26% 0.56%
DVND Touchstone Dividend Select ETF $52,346 9.08% 0.50%
SPYI NEOS S&P 500 High Income ETF $9,993,430 5.65% 0.68%
AVIE Avantis Inflation Focused Equity ETF $10,416 13.22% 0.25%
MODL VictoryShares WestEnd U.S. Sector ETF $994,069 5.43% 0.46%
HAPI Harbor Human Capital Factor US Large Cap ETF $480,690 6.87% 0.35%
ADPV Adaptiv Select ETF $182,665 8.74% 1.00%
HDUS Hartford Disciplined US Equity ETF $189,007 8.61% 0.19%
CDEI Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF $17,766 7.31% 0.14%
CVIE Calvert International Responsible Index ETF $391,536 15.40% 0.18%
CVLC Calvert US Large-Cap Core Responsible Index ETF $838,396 10.01% 0.15%
SNAV Mohr Sector Nav ETF $28,543 8.53% 1.59%
LOWV AB US Low Volatility Equity ETF $199,782 1.81% 0.39%
DRUP GraniteShares Nasdaq Select Disruptors ETF $47,220 -6.76% 0.60%
POWA Invesco Bloomberg Pricing Power ETF $193,280 -1.97% 0.40%
BMVP Invesco Bloomberg MVP Multi-factor ETF $100,771 6.45% 0.29%
QQQY Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF $184,622 8.34% 1.01%
LRGC AB US Large Cap Strategic Equities ETF $1,222,980 6.07% 0.39%
HELO JPMorgan Hedged Equity Laddered Overlay ETF $4,027,900 1.52% 0.50%
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF $63,287 14.48% 0.50%
BLCR iShares Large Cap Core Active ETF $6,014,180 15.38% 0.36%
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $4,562,710 13.65% 0.29%
GPIX Goldman Sachs S&P 500 Premium Income ETF $4,308,960 7.90% 0.29%
LQAI LG QRAFT AI-Powered U.S. Large Cap Core ETF $2,290 16.46% 0.75%
FELC Fidelity Enhanced Large Cap Core ETF $7,808,370 8.49% 0.18%
BCUS Bancreek U.S. Large Cap ETF $107,089 10.64% 0.70%
ISPY ProShares S&P 500 High Income ETF $1,299,960 7.10% 0.56%
QQQI NEOS Nasdaq 100 High Income ETF $12,273,300 8.76% 0.68%
FYEE Fidelity Yield Enhanced Equity ETF $187,610 4.76% 0.28%
CPSM Calamos S&P 500 Structured Alt Protection ETF - May $54,712 2.01% 0.69%
KSPY KraneShares Hedgeye Hedged Equity Index ETF $96,335 4.52% 0.88%
QQA Invesco QQQ Income Advantage ETF $739,420 10.27% 0.29%
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF $851,774 7.94% 0.29%
FLCC Federated Hermes MDT Large Cap Core ETF $118,954 6.78% 0.29%
SPYM State Street SPDR Portfolio S&P 500 ETF $144,397,000 8.42% 0.02%
WDTE Defiance S&P 500 Weekly Distribution ETF $65,422 6.57% 1.03%
QBIG Invesco Top QQQ ETF $36,343 3.46% 0.29%
QQLV Invesco QQQ Low Volatility ETF $1,952 3.23% 0.25%
ACLC American Century Large Cap Equity ETF $310,988 5.88% 0.39%
BUFM AB Moderate Buffer ETF $412,294 2.65% 0.69%
BRIF FIS Bright Portfolios Focused Equity ETF $149,930 17.88% 0.65%
OMAH VistaShares Target 15 Berkshire Select Income ETF $794,396 5.40% 0.95%
WTPI WisdomTree Equity Premium Income Fund $478,296 2.68% 0.44%
QQHG Invesco QQQ Hedged Advantage ETF $13,017 8.30% 0.45%
BOBP CORE16 Best of Breed Premier Index ETF $618 18.89% 0.70%
BLUX Bluemonte Dynamic Total Market ETF $547,605 11.36% 0.25%
USEW Cambria US EW ETF $184,864 7.44% 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 $180,251 7.74% 0.69%
FNX First Trust Mid Cap Core AlphaDEX Fund $1,344,460 12.03% 0.62%
IWR iShares Russell Midcap ETF $54,440,900 11.36% 0.18%
DON WisdomTree U.S. MidCap Dividend Fund $3,868,650 8.91% 0.38%
EPU iShares MSCI Peru and Global Exposure ETF $480,299 14.03% 0.59%
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF $11,397 8.25% 0.42%
PTMC Pacer Trendpilot US Mid Cap ETF $393,274 13.40% 0.60%
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF $441,416 13.47% 0.24%
NUMV Nuveen ESG Mid-Cap Value ETF $444,708 10.45% 0.31%
FLQM Franklin U.S. Mid Cap Multifactor Index ETF $1,527,930 2.70% 0.30%
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF $17,454,600 13.50% 0.03%
XMHQ Invesco S&P MidCap Quality ETF $5,304,030 8.10% 0.25%
XJH iShares ESG Select Screened S&P Mid-Cap ETF $397,444 13.12% 0.12%
MGMT Ballast Small/Mid Cap ETF $176,436 10.89% 1.10%
MIDE Xtrackers S&P MidCap 400 Scored & Screened ETF $3,341 13.44% 0.15%
IMCB iShares Morningstar Mid-Cap ETF $1,574,720 13.34% 0.04%
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF $421,052 14.03% 0.15%
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF $1,366,440 11.15% 0.60%
TMFX Motley Fool Next Index ETF $31,383 2.73% 0.50%
CVMC Calvert US Mid-Cap Core Responsible Index ETF $98,158 14.28% 0.15%
GRPM Invesco S&P MidCap 400 GARP ETF $472,442 7.07% 0.35%
FMDE Fidelity Enhanced Mid Cap Core ETF $6,952,670 8.78% 0.23%
KMID Virtus KAR Mid-Cap ETF $47,000 2.77% 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 $900,827 11.00% 0.38%
RWK Invesco S&P MidCap 400 Revenue ETF $1,238,330 13.61% 0.39%
GSC Goldman Sachs Small Cap Equity ETF $266,461 16.04% 0.75%
IWM iShares Russell 2000 ETF $77,408,200 15.99% 0.19%
IJR iShares Core S&P Small-Cap ETF $103,666,000 16.58% 0.06%
EES WisdomTree U.S. SmallCap Fund $683,442 13.86% 0.38%
FDM First Trust Dow Jones Select MicroCap Index Fund $247,606 10.62% 0.60%
VB Vanguard Small Cap ETF $77,483,600 13.38% 0.03%
FYX First Trust Small Cap Core AlphaDEX Fund $1,269,620 19.86% 0.58%
IWC iShares Micro-Cap ETF $1,398,030 16.22% 0.60%
PRFZ Invesco RAFI US 1500 Small-Mid ETF $2,670,350 12.45% 0.34%
DES WisdomTree U.S. SmallCap Dividend Fund $2,086,040 17.64% 0.38%
IWN iShares Russell 2000 Value ETF $13,835,000 17.41% 0.24%
SCHA Schwab U.S. Small-Cap ETF $22,443,300 18.30% 0.04%
VIOO Vanguard S&P Small-Cap 600 ETF $3,900,870 16.49% 0.07%
SMDV ProShares Russell 2000 Dividend Growers ETF $655,765 12.12% 0.40%
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund $381,308 16.09% 0.38%
FNDA Schwab Fundamental U.S. Small Company ETF $8,885,260 15.31% 0.25%
SMLL Harbor Active Small Cap ETF $13,143 3.10% 0.80%
SMLF iShares U.S. Small‑Cap Equity Factor ETF $3,890,130 14.14% 0.15%
ALTY Global X Alternative Income ETF $44,167 5.90% 0.50%
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF $254,011 9.75% 0.35%
VAMO Cambria Value & Momentum ETF $104,536 4.19% 0.65%
SMCP SMART Mid Cap ETF $3,391 12.19% 0.79%
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF $1,666,090 6.34% 0.40%
SCAP Infrastructure Capital Small Cap Income ETF $20,163 11.24% 0.80%
PSC Principal U.S. Small-Cap ETF $2,140,120 13.82% 0.38%
ISMD Inspire Small/Mid Cap ETF $312,287 21.97% 0.48%
OUSM ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF $868,017 7.23% 0.48%
CALF Pacer US Small Cap Cash Cows ETF $3,491,800 13.05% 0.59%
SQLV Royce Quant Small‑Cap Quality Value ETF $26,960 15.05% 0.60%
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $15,522,300 16.56% 0.03%
USVM VictoryShares US Small Mid Cap Value Momentum ETF $1,615,550 16.04% 0.29%
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $10,826,000 9.32% 0.59%
IZRL ARK Israel Innovative Technology ETF $139,505 -1.03% 0.49%
MJ Amplify Alternative Harvest ETF $136,172 -8.69% 0.75%
VPC Virtus Private Credit Strategy ETF $31,679 -9.71% 10.60%
CNBS Amplify Seymour Cannabis ETF $99,122 11.20% 0.76%
OVS Overlay Shares Small Cap Equity ETF $27,975 18.18% 0.83%
ROSC Hartford Multifactor Small Cap ETF $58,388 14.61% 0.34%
AFMC First Trust Active Factor Mid Cap ETF $168,258 16.00% 0.68%
AFSM First Trust Active Factor Small Cap ETF $100,019 15.95% 0.75%
TPSC Timothy Plan US Small Cap Core ETF $330,690 10.78% 0.52%
HSMV First Trust Horizon Managed Volatility Small/Mid ETF $31,422 5.70% 0.80%
SIXS ETC 6 Meridian Small Cap Equity ETF $127,294 9.71% 0.50%
MSOS AdvisorShares Pure US Cannabis ETF $1,182,070 16.31% 0.97%
XJR iShares ESG Select Screened S&P Small-Cap ETF $139,681 16.34% 0.12%
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity Fund $691,578 15.78% 0.09%
ISCB iShares Morningstar Small-Cap ETF $271,940 11.10% 0.04%
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF $238,535 17.36% 0.15%
AVSC Avantis U.S Small Cap Equity ETF $2,812,020 18.19% 0.25%
RYLG Global X Russell 2000 Covered Call & Growth ETF $8,111 11.75% 0.35%
STXK Strive Small-Cap ETF $79,331 11.09% 0.18%
HAPS Harbor Human Capital Factor US Small Cap ETF $158,936 11.66% 0.61%
IWMY Defiance R2000 Enhanced Options & 0DTE Income ETF $97,608 10.69% 1.05%
FESM Fidelity Enhanced Small Cap Core ETF $5,222,270 19.23% 0.28%
SMCF Themes US Small Cap Cash Flow Champions ETF $2,989 14.42% 0.29%
GRPZ Invesco S&P SmallCap 600 GARP ETF $2,381 13.56% 0.35%
IWMI NEOS Russell 2000 High Income ETF $912,753 12.39% 0.68%
FSCC Federated Hermes MDT Small Cap Core ETF $271,175 14.43% 0.36%
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