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  • Legg Mason Lifestyle Allocation 85% A
Share

SCHAX - Legg Mason Lifestyle Allocation 85% A

  • Fund Family Name: Legg Mason/Western
  • Expense Ratio: 1.58%
  • Benchmark Indexes: MSCI EAFE Index, Russell 1000 Index, Russell 2000 Index
Learn more about SCHAX 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 SCHAX. These recommendations are powered by ETFdb's Mutual Fund to ETF Converter tool.

How ETFdb.com has selected ETF alternatives to SCHAX: The mutual fund SCHAX has been benchmarked by Legg Mason/Western in its fund prospectus against a custom index that is comprised of multiple indexes: MSCI EAFE Index and Russell 1000 Index and Russell 2000 Index

The ETF alternatives to SCHAX 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 $194,926 6.25% 0.85%
YJUN FT Vest International Equity Moderate Buffer ETF - June $129,014 5.02% 0.90%
EFAA Invesco MSCI EAFE Income Advantage ETF $503,707 6.85% 0.39%

ETFs Linked To Russell 1000 Index

The following table presents exchange traded funds linked to Russell 1000 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
IWB iShares Russell 1000 ETF $47,714,500 8.87% 0.15%
VONE Vanguard Russell 1000 ETF $7,961,130 8.90% 0.06%
LCTU iShares U.S. Carbon Transition Readiness Aware Active ETF $1,462,510 7.37% 0.15%
CDEI Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF $17,776 8.44% 0.14%

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 $80,790,800 19.22% 0.19%
VTWO Vanguard Russell 2000 ETF $16,889,400 19.26% 0.06%
KOCT Innovator U.S. Small Cap Power Buffer ETF - October $142,746 9.52% 0.79%
KAPR Innovator U.S. Small Cap Power Buffer ETF - April $214,889 11.79% 0.79%
KJUL Innovator U.S. Small Cap Power Buffer ETF - July $136,092 6.74% 0.79%
IWML ETRACS 2x Leveraged US Size Factor TR ETN $6,312 36.63% 0.95%
MTUL ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN $8,818 60.45% 0.95%
AVSC Avantis U.S Small Cap Equity ETF $2,887,140 21.80% 0.25%

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 $103,102 0.45% 0.76%
CWI State Street SPDR MSCI ACWI ex-US ETF $2,679,850 13.93% 0.30%
DOL WisdomTree True Developed International Fund $805,101 14.52% 0.48%
VEA Vanguard FTSE Developed Markets ETF $228,679,000 14.73% 0.03%
EFA iShares MSCI EAFE ETF $77,060,100 9.36% 0.32%
ACWX iShares MSCI ACWI ex U.S. ETF $11,478,800 13.90% 0.32%
VEU Vanguard FTSE All-World ex-US Index Fund $66,057,400 14.07% 0.04%
DWM WisdomTree International Equity Fund $658,442 8.20% 0.48%
DTH WisdomTree International High Dividend Fund $669,185 9.74% 0.58%
PXF Invesco RAFI Developed Markets ex-U.S. ETF $2,880,170 18.79% 0.43%
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF $759,871 13.66% 0.80%
DWX State Street SPDR S&P International Dividend ETF $513,098 8.16% 0.45%
EFG iShares MSCI EAFE Growth ETF $16,530,200 8.44% 0.36%
EFV iShares MSCI EAFE Value ETF $24,771,000 10.56% 0.33%
DIM WisdomTree International MidCap Dividend Fund $163,049 8.80% 0.58%
DNL WisdomTree Global ex-U.S. Quality Growth Fund $473,470 11.11% 0.42%
ECH iShares MSCI Chile ETF $1,033,110 2.72% 0.59%
SCHF Schwab International Equity ETF $64,281,900 15.39% 0.03%
VXUS Vanguard Total International Stock ETF $152,318,000 13.69% 0.05%
FDT First Trust Developed Markets ex-US AlphaDEX Fund $1,309,120 23.22% 0.80%
EFAV iShares MSCI EAFE Min Vol Factor ETF $5,263,330 5.34% 0.20%
IDHQ Invesco S&P International Developed High Quality ETF $842,470 19.78% 0.29%
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund $348,527 22.37% 0.57%
IEFA iShares Core MSCI EAFE ETF $185,221,000 9.51% 0.07%
IXUS iShares Core MSCI Total International Stock ETF $57,949,200 13.86% 0.07%
IQDY FlexShares International Quality Dividend Dynamic Index Fund $104,533 18.14% 0.47%
IQDF FlexShares International Quality Dividend Index Fund $1,124,640 16.10% 0.47%
IDOG ALPS International Sector Dividend Dogs ETF $543,250 15.18% 0.50%
FNDF Schwab Fundamental International Equity ETF $23,777,400 19.66% 0.25%
VIDI Vident International Equity Strategy ETF $444,210 19.99% 0.61%
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF $259,818 15.48% 0.40%
HEFA iShares Currency Hedged MSCI EAFE ETF $7,172,780 11.36% 0.35%
IPKW Invesco International BuyBack Achievers™ ETF $523,041 5.47% 0.55%
IHDG WisdomTree International Hedged Quality Dividend Growth Fund $2,167,920 7.07% 0.58%
QEFA State Street SPDR MSCI EAFE StrategicFactors ETF $1,017,690 8.40% 0.30%
EFAD ProShares MSCI EAFE Dividend Growers ETF $60,537 2.96% 0.50%
IPOS Renaissance International IPO ETF $11,201 40.08% 0.80%
FPXI First Trust International Equity Opportunities ETF $220,557 31.59% 0.70%
RODM Hartford Multifactor Developed Markets (ex-US) ETF $1,554,550 12.24% 0.29%
INTF iShares International Equity Factor ETF $3,462,520 10.73% 0.16%
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF $344,396 15.58% 0.35%
MOTI VanEck Morningstar International Moat ETF $80,152 -7.33% 0.58%
HFXI IQ FTSE International Equity Currency Neutral ETF $1,794,180 16.91% 0.20%
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF $2,222,770 6.61% 0.09%
IVLU iShares MSCI Intl Value Factor ETF $4,258,080 12.96% 0.30%
IQLT iShares MSCI Intl Quality Factor ETF $13,489,700 9.81% 0.30%
IMTM iShares MSCI Intl Momentum Factor ETF $4,091,990 11.53% 0.30%
JPIN JPMorgan Diversified Return International Equity ETF $363,972 9.79% 0.37%
GSIE Goldman Sachs ActiveBeta International Equity ETF $5,713,610 7.67% 0.25%
DEEF Xtrackers FTSE Developed ex US Multifactor ETF $54,510 10.64% 0.24%
IMOM Alpha Architect International Quantitative Momentum ETF $157,630 16.29% 0.38%
DDWM WisdomTree Dynamic International Equity Fund $1,410,820 7.46% 0.40%
VIGI Vanguard International Dividend Appreciation ETF $8,752,030 3.10% 0.07%
VYMI Vanguard International High Dividend Yield ETF $19,570,800 12.89% 0.07%
IQDG WisdomTree International Quality Dividend Growth Fund $697,340 4.61% 0.42%
RFDI First Trust RiverFront Dynamic Developed International ETF $159,372 10.50% 0.83%
IGRO iShares International Dividend Growth ETF $1,248,680 7.79% 0.15%
ESGD iShares ESG Aware MSCI EAFE ETF $11,617,900 9.13% 0.20%
HDMV First Trust Horizon Managed Volatility Developed Intl ETF $16,888 6.41% 0.80%
EFAX State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF $485,193 8.06% 0.20%
DHDG FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF $142,753 6.58% 0.85%
EFAS Global X MSCI SuperDividend® EAFE ETF $48,875 15.44% 0.55%
JHMD John Hancock Multifactor Developed International ETF $937,136 8.88% 0.39%
IDEV iShares Core MSCI International Developed Markets ETF $30,386,800 9.59% 0.04%
NUDM Nuveen ESG International Developed Markets Equity ETF $671,810 8.95% 0.27%
ICOW Pacer Developed Markets International Cash Cows 100 ETF $1,804,010 14.24% 0.65%
REFA Columbia Research Enhanced International Equity ETF $5,455 -1.72% 0.32%
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF $451,656 10.48% 0.39%
SPDW State Street SPDR Portfolio Developed World ex-US ETF $39,582,900 14.86% 0.03%
FIDI Fidelity International High Dividend ETF $333,439 10.86% 0.18%
FIVA Fidelity International Value Factor ETF $549,219 15.06% 0.18%
DINT Davis Select International ETF $292,181 2.56% 0.66%
BBCA JPMorgan BetaBuilders Canada ETF $10,525,800 9.18% 0.19%
DWMF WisdomTree International Multifactor Fund $36,913 5.59% 0.38%
FID First Trust S&P International Dividend Aristocrats ETF $162,927 8.43% 0.60%
EASG Xtrackers MSCI EAFE Selection Equity ETF $67,939 9.47% 0.14%
QINT American Century Quality Diversified International ETF $670,331 10.45% 0.34%
VSGX Vanguard ESG International Stock ETF $6,581,250 15.22% 0.10%
FDEV Fidelity International Multifactor ETF $261,055 5.91% 0.18%
KEMX KraneShares MSCI Emerging Markets ex China Index ETF $127,160 37.93% 0.24%
WWJD Inspire International ETF $509,256 7.51% 0.69%
OVF Overlay Shares Foreign Equity ETF $42,185 13.62% 0.83%
TPIF Timothy Plan International ETF $238,485 9.67% 0.62%
BBIN JPMorgan BetaBuilders International Equity ETF $6,480,800 9.51% 0.07%
IQSI NYLI Candriam International Equity ETF $240,066 9.86% 0.15%
BKIE BNY Mellon International Equity ETF $1,210,670 9.51% 0.04%
GSID Marketbeta INTL Equity ETF $1,018,030 9.67% 0.20%
JIG JPMorgan International Growth ETF $474,771 15.23% 0.55%
DMXF iShares ESG Advanced MSCI EAFE ETF $1,182,200 12.24% 0.12%
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF $49,151 8.58% 0.35%
IDVO Amplify CWP International Enhanced Dividend Income ETF $1,276,520 14.59% 0.65%
FFLC Fidelity Fundamental Large Cap Core ETF $1,162,560 9.35% 0.38%
FFLG Fidelity Fundamental Large Cap Growth ETF $654,165 12.07% 0.38%
FFLV Fidelity Fundamental Large Cap Value ETF $15,642 12.98% 0.38%
BCIL Bancreek International Large Cap ETF $91,772 8.71% 0.80%
TLCI Touchstone International Equity ETF $107,745 1.50% 0.37%
BLGR Bluemonte Large Cap Growth ETF $265,393 6.68% 0.24%
BLUC Bluemonte Large Cap Core ETF $324,248 7.70% 0.23%
GRIN VictoryShares International Free Cash Flow Growth ETF $269,673 18.59% 0.56%
IFLO VictoryShares International Free Cash Flow ETF $178,479 19.35% 0.56%
BCGS Bancreek Global Select ETF $40,222 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 Russell 1000 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
PKW Invesco BuyBack Achievers™ ETF $1,636,670 4.37% 0.62%
FEX First Trust Large Cap Core AlphaDEX Fund $1,572,420 16.03% 0.57%
RSP Invesco S&P 500® Equal Weight ETF $91,530,600 10.96% 0.20%
DLN WisdomTree U.S. LargeCap Dividend Fund $6,115,200 10.67% 0.28%
DTD WisdomTree U.S. Total Dividend Fund $1,607,910 11.00% 0.28%
FVD First Trust Value Line Dividend Index Fund $8,019,530 5.43% 0.62%
VYM Vanguard High Dividend Yield Index ETF $78,883,100 12.37% 0.04%
RWL Invesco S&P 500 Revenue ETF $9,178,940 13.01% 0.39%
MGV Vanguard Mega Cap Value ETF $12,848,100 15.49% 0.05%
IWD iShares Russell 1000 Value ETF $76,127,200 15.55% 0.18%
PRF Invesco RAFI US 1000 ETF $9,603,680 15.64% 0.34%
IVE iShares S&P 500 Value ETF $47,461,500 8.25% 0.18%
PBP Invesco S&P 500 BuyWrite ETF $343,117 4.47% 0.29%
MOO VanEck Agribusiness ETF $917,385 7.97% 0.56%
IGE iShares North American Natural Resources ETF $776,575 19.95% 0.39%
HAP VanEck Natural Resources ETF $322,524 18.44% 0.41%
DGT State Street SPDR Global Dow ETF $618,669 13.02% 0.50%
IWX iShares Russell Top 200 Value ETF $3,516,300 15.16% 0.20%
EQL Alps Equal Sector Weight ETF $734,175 9.45% 0.19%
SCHV Schwab U.S. Large-Cap Value ETF $15,750,500 16.94% 0.04%
VONV Vanguard Russell 1000 Value ETF $19,619,300 15.65% 0.06%
VOOV Vanguard S&P 500 Value ETF $6,445,380 8.31% 0.07%
TRND Pacer Trendpilot Fund of Funds ETF $62,233 9.31% 0.77%
SPYV State Street SPDR Portfolio S&P 500 Value ETF $35,052,600 8.25% 0.04%
SPHB Invesco S&P 500® High Beta ETF $996,737 27.41% 0.25%
HBTA Horizon Expedition Plus ETF $150,550 10.60% 0.86%
SCHD Schwab US Dividend Equity ETF $96,592,900 20.65% 0.06%
ACWV iShares MSCI Global Min Vol Factor ETF $3,274,720 2.88% 0.20%
GURU Global X Guru Index ETF $60,579 7.00% 0.75%
VLU State Street SPDR S&P 1500 Value Tilt ETF $717,703 14.22% 0.12%
FNDB Schwab Fundamental U.S. Broad Market ETF $1,341,220 15.60% 0.25%
FNDX Schwab Fundamental U.S. Large Company ETF $25,707,800 15.48% 0.25%
NOBL ProShares S&P 500 Dividend Aristocrats ETF $11,369,900 7.16% 0.35%
RDVY First Trust Rising Dividend Achievers ETF $23,221,200 13.41% 0.47%
FTHI First Trust BuyWrite Income ETF $2,300,740 4.43% 0.75%
EQLT iShares MSCI Emerging Markets Quality Factor ETF $12,439 29.48% 0.35%
DGRO iShares Core Dividend Growth ETF $40,789,800 9.86% 0.08%
CFA VictoryShares US 500 Volatility Wtd ETF $534,564 8.11% 0.35%
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF $409,669 8.12% 0.35%
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF $718,391 14.52% 0.35%
LRGF iShares US Equity Factor ETF $3,418,410 8.86% 0.08%
EQWL Invesco S&P 100 Equal Weight ETF $2,600,560 9.27% 0.25%
IUSV iShares Core S&P U.S. Value ETF $26,229,200 8.54% 0.04%
PTLC Pacer Trendpilot US Large Cap ETF $3,262,020 3.80% 0.60%
PTNQ Pacer Trendpilot 100 ETF $1,274,550 10.60% 0.65%
JPUS JPMorgan Diversified Return Use Equity $452,530 13.90% 0.18%
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF $7,432,560 14.72% 0.07%
DJD Invesco Dow Jones Industrial Average Dividend ETF $460,785 12.43% 0.07%
FTAG First Trust Indxx Global Agriculture ETF $13,888 9.12% 0.70%
FDVV Fidelity High Dividend ETF $9,730,030 9.29% 0.15%
FDRR Fidelity Dividend ETF for Rising Rates $715,851 8.82% 0.15%
FVAL Fidelity Value Factor ETF $1,252,870 8.84% 0.15%
NULV Nuveen ESG Large-Cap Value ETF $2,101,720 12.48% 0.26%
DIVO Amplify CWP Enhanced Dividend Income ETF $7,173,910 6.42% 0.56%
BLES Inspire Global Hope ETF $154,863 11.78% 0.49%
EQRR ProShares Equities for Rising Rates ETF $55,070 27.34% 0.35%
EDOW First Trust Dow 30 Equal Weight ETF $308,417 6.57% 0.50%
SECT Main Sector Rotation ETF $2,731,170 10.00% 0.69%
MAGA Point Bridge America First ETF $30,420 8.18% 0.72%
OMFL Invesco Russell 1000 Dynamic Multifactor ETF $4,673,450 11.64% 0.29%
WLDR Affinity World Leaders Equity ETF $83,546 29.86% 0.67%
BLCN Siren NexGen Economy ETF $36,786 8.52% 0.68%
KARS KraneShares Electric Vehicles & Future Mobility Index ETF $95,991 10.65% 0.72%
LEGR First Trust Indxx Innovative Transaction & Process ETF $130,742 11.17% 0.65%
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF $3,359,050 5.70% 0.74%
QDIV Global X S&P 500 Quality Dividend ETF $32,657 10.73% 0.20%
IUS Invesco RAFI Strategic US ETF $870,123 15.40% 0.19%
SDG iShares MSCI Global Sustainable Development Goals ETF $172,386 7.43% 0.50%
DURA VanEck Durable High Dividend ETF $37,880 13.81% 0.30%
SSPY Stratified LargeCap Index ETF $125,554 11.32% 0.45%
IDRV iShares Self-driving EV & Tech ETF $146,339 9.50% 0.47%
ZIG Acquirers Fund $32,696 10.15% 0.75%
AMOM QRAFT AI-Enhanced U.S. Large Cap Momentum ETF $32,780 25.27% 0.75%
NXTG First Trust Indxx NextG ETF $573,474 44.90% 0.70%
UJUN Innovator U.S. Equity Ultra Buffer ETF - June $108,785 2.42% 0.79%
LGH HCM Defender 500 Index ETF $570,934 1.85% 1.00%
UNOV Innovator U.S. Equity Ultra Buffer ETF - November $106,440 4.80% 0.79%
DAUG FT Vest U.S. Equity Deep Buffer ETF - August $362,076 4.93% 0.85%
FAUG FT Vest U.S. Equity Buffer ETF - August $1,156,410 5.76% 0.85%
DNOV FT Vest U.S. Equity Deep Buffer ETF - November $386,681 4.43% 0.85%
UDEC Innovator U.S. Equity Ultra Buffer ETF - December $300,727 4.61% 0.79%
RAFE PIMCO RAFI ESG U.S. ETF $153,303 13.88% 0.29%
DFEB FT Vest U.S. Equity Deep Buffer ETF - February $457,236 5.17% 0.85%
UMAR Innovator U.S. Equity Ultra Buffer ETF - March $202,311 5.09% 0.79%
DMAY FT Vest U.S. Equity Deep Buffer ETF - May $360,966 3.63% 0.85%
JEPI JPMorgan Equity Premium Income Fund $44,129,900 1.29% 0.35%
FBCV Fidelity Blue Chip Value ETF $163,704 11.01% 0.57%
DJUN FT Vest U.S. Equity Deep Buffer ETF - June $324,476 3.87% 0.85%
SIXA ETC 6 Meridian Mega Cap Equity ETF $489,598 13.78% 0.46%
SIXH ETC 6 Meridian Hedged Equity Index Option ETF $552,287 10.12% 0.69%
XYLD Global X S&P 500 Covered Call ETF $3,150,040 4.82% 0.60%
XVV iShares ESG Select Screened S&P 500 ETF $635,041 7.25% 0.08%
PSCX Pacer Swan SOS Conservative (January) ETF $46,951 4.54% 0.49%
PSMD Pacer Swan SOS Moderate (January) ETF $91,834 4.98% 0.49%
PSFD Pacer Swan SOS Flex (January) ETF $58,159 5.77% 0.49%
FDEC FT Vest US Equity Buffer ETF - December $1,369,540 5.57% 0.85%
QDEC FT Vest Nasdaq-100 Buffer ETF - December $687,456 8.45% 0.90%
ACVF American Conservative Values ETF $151,194 9.19% 0.75%
DEMZ Democratic Large Cap Core ETF $64,412 8.88% 0.45%
JOET Virtus Terranova U.S. Quality Momentum ETF $237,716 7.31% 0.29%
SPD Simplify US Equity PLUS Downside Convexity ETF $105,778 5.41% 0.53%
SPUC Simplify US Equity PLUS Upside Convexity ETF $93,782 7.54% 0.53%
GSPY Gotham Enhanced 500 ETF $709,020 9.62% 0.50%
PSFF Pacer Swan SOS Fund of Funds ETF $571,649 5.51% 0.66%
JANZ TrueShares Structured Outcome (January) ETF $40,473 6.64% 0.80%
MARZ TrueShares Structured Outcome (March) ETF $35,250 6.44% 0.79%
STNC Hennessy Stance ESG ETF $94,542 13.15% 0.85%
APRZ TrueShares Structured Outcome (April) ETF $32,356 5.88% 0.79%
PSMR Pacer Swan SOS Moderate (April) ETF $89,516 7.43% 0.49%
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF - April $133,059 7.72% 0.79%
FAPR FT Vest U.S. Equity Buffer ETF - April $1,144,120 4.36% 0.85%
SCHY Schwab International Dividend Equity ETF $2,277,950 10.43% 0.08%
MAYZ TrueShares Structured Outcome (May) ETF $34,272 7.06% 0.79%
JUNZ TrueShares Structured Outcome (June) ETF $31,196 7.02% 0.79%
TSPA T. Rowe Price U.S. Equity Research ETF $3,491,720 9.54% 0.34%
QVML Invesco S&P 500 QVM Multi-factor ETF $1,612,680 9.42% 0.11%
BALT Innovator Defined Wealth Shield ETF $2,519,600 2.03% 0.69%
PSCJ Pacer Swan SOS Conservative (July) ETF $41,764 4.84% 0.49%
PSFJ Pacer Swan SOS Flex (July) ETF $34,970 5.58% 0.49%
PSMJ Pacer Swan SOS Moderate (July) ETF $88,378 4.63% 0.49%
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF $402,347 8.18% 0.12%
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF $1,638,560 8.79% 0.60%
NOVZ TrueShares Structured Outcome (November) ETF $37,282 6.64% 0.79%
IFED ETRACS IFED Invest with the Fed TR Index ETN due September 15, 2061 $48,956 -3.01% 0.45%
PSCQ Pacer Swan SOS Conservative (October) ETF $47,924 4.96% 0.49%
PSFO Pacer Swan SOS Flex (October) ETF $45,385 5.98% 0.49%
PSMO Pacer Swan SOS Moderate (October) ETF $99,138 5.05% 0.49%
QQMG Invesco ESG NASDAQ 100 ETF $208,593 18.07% 0.20%
RSPE Invesco ESG S&P 500 Equal Weight ETF $64,865 13.40% 0.20%
WTV WisdomTree U.S. Value Fund $2,984,710 11.65% 0.12%
UMMA Wahed Dow Jones Islamic World ETF $277,443 29.98% 0.65%
DUHP Dimensional US High Profitability ETF $12,005,600 8.21% 0.20%
DIHP Dimensional International High Profitability ETF $6,014,150 9.42% 0.27%
RPHS Regents Park Hedged Market Strategy ETF $55,062 4.66% 0.75%
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF $2,311,360 9.04% 0.10%
FTDS First Trust Dividend Strength ETF $39,656 9.37% 0.70%
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $38,939,800 7.85% 0.35%
FTQI First Trust Nasdaq BuyWrite Income ETF $894,635 10.61% 0.75%
SELV SEI QiM US Large Cap Low Volatility Active ETF $236,282 2.74% 0.15%
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF $1,434,610 17.82% 0.15%
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF $661,943 0.98% 0.15%
LCF Touchstone US Large Cap Focused ETF $64,425 1.98% 0.56%
DVND Touchstone Dividend Select ETF $52,745 10.45% 0.50%
SPYI NEOS S&P 500 High Income ETF $10,017,400 6.31% 0.68%
AVIE Avantis Inflation Focused Equity ETF $10,447 15.01% 0.25%
MODL VictoryShares WestEnd U.S. Sector ETF $997,025 6.18% 0.46%
HAPI Harbor Human Capital Factor US Large Cap ETF $479,273 7.58% 0.35%
ADPV Adaptiv Select ETF $187,111 13.91% 1.00%
HDUS Hartford Disciplined US Equity ETF $190,642 9.08% 0.19%
CDEI Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF $17,776 8.44% 0.14%
CVIE Calvert International Responsible Index ETF $393,264 18.11% 0.18%
CVLC Calvert US Large-Cap Core Responsible Index ETF $839,845 10.96% 0.15%
MART AllianzIM U.S. Equity Buffer10 Mar ETF $30,071 7.46% 0.74%
MARW AllianzIM U.S. Equity Buffer20 Mar ETF $86,047 4.61% 0.74%
SNAV Mohr Sector Nav ETF $33,332 9.73% 1.59%
LOWV AB US Low Volatility Equity ETF $197,891 1.76% 0.39%
MAYT AllianzIM U.S. Equity Buffer10 May ETF $233,355 4.81% 0.74%
MAYW AllianzIM U.S. Equity Buffer20 May ETF $444,963 3.27% 0.74%
JUNT AllianzIM U.S. Equity Buffer10 Jun ETF $107,373 3.21% 0.74%
JUNW AllianzIM U.S. Equity Buffer20 Jun ETF $349,069 2.43% 0.74%
AUGT AllianzIM U.S. Equity Buffer10 Aug ETF $29,192 5.97% 0.74%
AUGW AllianzIM U.S. Equity Buffer20 Aug ETF $136,992 4.15% 0.74%
DRUP GraniteShares Nasdaq Select Disruptors ETF $46,192 -8.34% 0.60%
POWA Invesco Bloomberg Pricing Power ETF $177,101 -1.56% 0.40%
BMVP Invesco Bloomberg MVP Multi-factor ETF $101,605 7.56% 0.29%
SEPT AllianzIM U.S. Equity Buffer10 Sep ETF $32,477 5.90% 0.74%
SEPW AllianzIM U.S. Equity Buffer20 Sep ETF $106,136 4.08% 0.74%
QQQY Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF $183,876 10.23% 1.01%
LRGC AB US Large Cap Strategic Equities ETF $1,221,590 5.95% 0.39%
HELO JPMorgan Hedged Equity Laddered Overlay ETF $4,009,780 1.49% 0.50%
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF $63,524 16.19% 0.50%
BLCR iShares Large Cap Core Active ETF $6,099,690 16.30% 0.36%
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $4,588,720 15.72% 0.29%
GPIX Goldman Sachs S&P 500 Premium Income ETF $4,378,770 8.63% 0.29%
LQAI LG QRAFT AI-Powered U.S. Large Cap Core ETF $2,323 20.30% 0.75%
FELC Fidelity Enhanced Large Cap Core ETF $7,698,760 9.10% 0.18%
BCUS Bancreek U.S. Large Cap ETF $109,203 12.69% 0.70%
ISPY ProShares S&P 500 High Income ETF $1,267,710 8.02% 0.56%
QQQI NEOS Nasdaq 100 High Income ETF $12,365,800 10.57% 0.68%
FLJJ AllianzIM U.S. Equity 6 Month Floor5 Jan/Jul ETF $8,376 4.89% 0.74%
SIXF AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF $45,529 5.94% 0.74%
SIXP AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF $42,629 6.21% 0.74%
FLAO AllianzIM U.S. Equity 6 Month Floor5 Apr/Oct ETF $8,436 -0.98% 0.74%
FYEE Fidelity Yield Enhanced Equity ETF $192,930 5.29% 0.28%
CPSM Calamos S&P 500 Structured Alt Protection ETF - May $56,172 2.15% 0.69%
SIXZ AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF $62,407 5.71% 0.74%
SIXD AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF $373,800 6.07% 0.74%
KSPY KraneShares Hedgeye Hedged Equity Index ETF $96,328 5.54% 0.88%
QQA Invesco QQQ Income Advantage ETF $739,445 12.35% 0.29%
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF $870,827 8.82% 0.29%
FLCC Federated Hermes MDT Large Cap Core ETF $120,997 6.84% 0.29%
SPYM State Street SPDR Portfolio S&P 500 ETF $137,195,000 8.79% 0.02%
WDTE Defiance S&P 500 Weekly Distribution ETF $67,198 6.57% 1.03%
QBIG Invesco Top QQQ ETF $33,530 2.41% 0.29%
QQLV Invesco QQQ Low Volatility ETF $1,982 4.25% 0.25%
ACLC American Century Large Cap Equity ETF $313,037 6.16% 0.39%
BUFM AB Moderate Buffer ETF $420,014 3.01% 0.69%
PRCS Parnassus Core Select ETF $156,221 3.28% 0.58%
BRIF FIS Bright Portfolios Focused Equity ETF $146,853 19.34% 0.65%
SPBW AllianzIM Buffer20 Allocation ETF $76,942 4.26% 0.79%
SPBX AllianzIM 6 Month Buffer10 Allocation ETF $55,572 5.49% 0.79%
OMAH VistaShares Target 15 Berkshire Select Income ETF $826,285 6.36% 0.95%
WTPI WisdomTree Equity Premium Income Fund $480,793 3.47% 0.44%
QQHG Invesco QQQ Hedged Advantage ETF $13,080 9.43% 0.45%
BOBP CORE16 Best of Breed Premier Index ETF $632 23.51% 0.70%
BLUX Bluemonte Dynamic Total Market ETF $546,026 13.29% 0.25%
DIVN Horizon Dividend Income ETF $188,445 14.02% 0.70%
AIOO AllianzIM U.S. Equity Buffer100 Protection ETF $38,636 2.09% 0.64%
QBSF AllianzIM U.S. Equity Buffer15 ETF $36,267 2.50% 0.64%
ALRG Allspring LT Large Core ETF $7,447 7.19% 0.28%
USEW Cambria US EW ETF $186,052 8.73% 0.30%

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 $917,322 13.02% 0.38%
RWK Invesco S&P MidCap 400 Revenue ETF $1,266,870 16.00% 0.39%
GSC Goldman Sachs Small Cap Equity ETF $275,609 20.01% 0.75%
IWM iShares Russell 2000 ETF $80,790,800 19.22% 0.19%
IJR iShares Core S&P Small-Cap ETF $106,400,000 19.73% 0.06%
EES WisdomTree U.S. SmallCap Fund $701,792 16.83% 0.38%
FDM First Trust Dow Jones Select MicroCap Index Fund $254,735 13.58% 0.60%
VB Vanguard Small Cap ETF $78,865,600 15.33% 0.03%
FYX First Trust Small Cap Core AlphaDEX Fund $1,304,300 23.09% 0.58%
IWC iShares Micro-Cap ETF $1,424,560 20.20% 0.60%
PRFZ Invesco RAFI US 1500 Small-Mid ETF $2,732,050 15.54% 0.34%
DES WisdomTree U.S. SmallCap Dividend Fund $2,136,010 20.47% 0.38%
IWN iShares Russell 2000 Value ETF $14,173,600 20.82% 0.24%
SCHA Schwab U.S. Small-Cap ETF $23,078,100 22.48% 0.03%
VIOO Vanguard S&P Small-Cap 600 ETF $4,007,500 19.70% 0.07%
SMDV ProShares Russell 2000 Dividend Growers ETF $672,382 14.29% 0.40%
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund $391,041 18.58% 0.38%
FNDA Schwab Fundamental U.S. Small Company ETF $9,079,240 18.30% 0.25%
SMLL Harbor Active Small Cap ETF $13,364 4.11% 0.80%
SMLF iShares U.S. Small‑Cap Equity Factor ETF $4,024,560 16.32% 0.15%
ALTY Global X Alternative Income ETF $44,354 6.77% 0.50%
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF $257,011 12.12% 0.35%
VAMO Cambria Value & Momentum ETF $106,046 5.99% 0.65%
SMCP SMART Mid Cap ETF $3,373 12.19% 0.79%
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF $1,705,360 8.17% 0.40%
SCAP Infrastructure Capital Small Cap Income ETF $20,841 13.13% 0.80%
PSC Principal U.S. Small-Cap ETF $2,203,580 16.66% 0.38%
ISMD Inspire Small/Mid Cap ETF $326,468 25.66% 0.48%
OUSM ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF $873,749 8.24% 0.48%
CALF Pacer US Small Cap Cash Cows ETF $3,502,000 14.10% 0.59%
SQLV Royce Quant Small‑Cap Quality Value ETF $27,710 17.46% 0.60%
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $16,039,300 19.73% 0.03%
USVM VictoryShares US Small Mid Cap Value Momentum ETF $1,671,130 19.04% 0.29%
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $11,003,700 10.86% 0.59%
IZRL ARK Israel Innovative Technology ETF $140,239 1.87% 0.49%
MJ Amplify Alternative Harvest ETF $130,521 -14.90% 0.75%
VPC Virtus Private Credit Strategy ETF $31,755 -9.59% 10.60%
CNBS Amplify Seymour Cannabis ETF $92,046 2.89% 0.76%
OVS Overlay Shares Small Cap Equity ETF $28,722 21.46% 0.83%
ROSC Hartford Multifactor Small Cap ETF $60,036 17.02% 0.34%
AFMC First Trust Active Factor Mid Cap ETF $169,554 18.33% 0.68%
AFSM First Trust Active Factor Small Cap ETF $103,186 19.91% 0.75%
TPSC Timothy Plan US Small Cap Core ETF $340,526 13.22% 0.52%
HSMV First Trust Horizon Managed Volatility Small/Mid ETF $32,007 6.87% 0.80%
SIXS ETC 6 Meridian Small Cap Equity ETF $131,131 11.47% 0.50%
MSOS AdvisorShares Pure US Cannabis ETF $1,090,930 6.78% 0.97%
XJR iShares ESG Select Screened S&P Small-Cap ETF $143,845 19.66% 0.12%
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity Fund $709,074 19.02% 0.09%
ISCB iShares Morningstar Small-Cap ETF $277,365 13.50% 0.04%
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF $245,368 20.63% 0.15%
AVSC Avantis U.S Small Cap Equity ETF $2,887,140 21.80% 0.25%
RYLG Global X Russell 2000 Covered Call & Growth ETF $8,223 13.75% 0.35%
STXK Strive Small-Cap ETF $81,216 13.63% 0.18%
HAPS Harbor Human Capital Factor US Small Cap ETF $162,870 14.35% 0.61%
IWMY Defiance R2000 Enhanced Options & 0DTE Income ETF $99,153 13.67% 1.05%
FESM Fidelity Enhanced Small Cap Core ETF $5,397,220 22.92% 0.28%
SMCF Themes US Small Cap Cash Flow Champions ETF $3,035 16.97% 0.29%
GRPZ Invesco S&P SmallCap 600 GARP ETF $2,454 16.56% 0.35%
IWMI NEOS Russell 2000 High Income ETF $939,544 15.10% 0.68%
FSCC Federated Hermes MDT Small Cap Core ETF $287,996 18.34% 0.36%
AFSC abrdn Focused U.S. Small Cap Active ETF $10,682 22.78% 0.65%
ABLS Abacus FCF Small Cap Leaders ETF $1,292 7.61% 0.39%
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