ETFdb Logo
  • ETF Database
  • Content Hubs
    • Themes
      • Active ETF
      • Alternatives
      • Artificial Intelligence
      • China Insights
      • Core Strategies
      • Crypto
      • Disruptive Technology
      • Energy Infrastructure
      • ETF Building Blocks
      • ETF Investing
      • ETF Strategist
      • Financial Literacy
      • Fixed Income
      • Free Cash Flow
      • Future ETFs
      • Innovative ETFs
      • Institutional Income Strategies
      • Leveraged & Inverse
      • Market Insights
      • Market Outlooks
      • Modern Alpha
      • Nuclear Energy
      • Portfolio Strategies
      • Sector Investing
      • Tax Efficient Income
      • Thematic Investing
    • Asset Class
      • Equity
        • U.S. Equity
        • Int'l Developed
        • Emerging Market Equities
      • Alternatives
        • Gold/Silver/Critical Materials
        • Cryptocurrency
        • Currency
        • Volatility
      • Fixed Income
        • Investment Grade Corporates
        • US Treasuries & TIPS
        • High Yield Corporates
        • Int'l Fixed Income
    • ETF Ecosystem
    • ETFs in Canada
    • Market Outlook
    • Crypto ETF Hub
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Database Categories
    • Indexes
    • Scenario Analysis
    • Watchlists
    • Head-To-Head ETF Comparison Tool
    • Mutual Fund To ETF Converter
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
  • Research
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Index Education
    • Index Insights
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
  • Sectors
    • Sector Investing Content Hub
    • XLK
    • XLI
    • XLU
    • XLY
    • XLP
    • XLRE
    • Sector Power Rankings
    • XLE
    • XLC
    • XLF
    • XLV
    • XLB
  • Multimedia
    • ETF 360 Video Series
    • ETF of the Week Podcast
    • Gaining Perspective Podcast
    • ETF Prime Podcast
    • Video
  • Company
    • About VettaFi
    • Get VettaFi’ed
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Free sign up
    • Login
  • Tools
  • Mutual Fund to ETF Converter
  • 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 $193,017 6.08% 0.85%
YJUN FT Vest International Equity Moderate Buffer ETF - June $127,300 4.92% 0.90%
EFAA Invesco MSCI EAFE Income Advantage ETF $494,503 6.46% 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 $46,847,700 8.31% 0.15%
VONE Vanguard Russell 1000 ETF $7,819,810 8.43% 0.06%
LCTU iShares U.S. Carbon Transition Readiness Aware Active ETF $1,436,660 6.91% 0.15%
CDEI Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF $17,486 7.91% 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 $77,408,400 18.18% 0.19%
VTWO Vanguard Russell 2000 ETF $16,394,600 18.24% 0.06%
KOCT Innovator U.S. Small Cap Power Buffer ETF - October $141,295 9.07% 0.79%
KAPR Innovator U.S. Small Cap Power Buffer ETF - April $211,615 11.40% 0.79%
KJUL Innovator U.S. Small Cap Power Buffer ETF - July $135,791 6.56% 0.79%
IWML ETRACS 2x Leveraged US Size Factor TR ETN $5,974 34.76% 0.95%
MTUL ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN $8,121 56.06% 0.95%
AVSC Avantis U.S Small Cap Equity ETF $2,825,690 20.58% 0.25%

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 $102,466 -0.22% 0.76%
CWI State Street SPDR MSCI ACWI ex-US ETF $2,668,690 13.50% 0.30%
DOL WisdomTree True Developed International Fund $805,211 13.87% 0.48%
VEA Vanguard FTSE Developed Markets ETF $221,031,000 14.34% 0.03%
EFA iShares MSCI EAFE ETF $74,804,600 9.06% 0.32%
ACWX iShares MSCI ACWI ex U.S. ETF $11,107,900 13.42% 0.32%
VEU Vanguard FTSE All-World ex-US Index Fund $64,007,000 13.63% 0.04%
DWM WisdomTree International Equity Fund $658,641 7.93% 0.48%
DTH WisdomTree International High Dividend Fund $676,063 9.49% 0.58%
PXF Invesco RAFI Developed Markets ex-U.S. ETF $2,809,550 18.39% 0.43%
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF $730,820 12.80% 0.80%
DWX State Street SPDR S&P International Dividend ETF $513,535 8.46% 0.45%
EFG iShares MSCI EAFE Growth ETF $15,911,800 8.40% 0.36%
EFV iShares MSCI EAFE Value ETF $24,339,700 10.03% 0.33%
DIM WisdomTree International MidCap Dividend Fund $163,132 8.35% 0.58%
DNL WisdomTree Global ex-U.S. Quality Growth Fund $471,371 10.71% 0.42%
ECH iShares MSCI Chile ETF $991,121 1.39% 0.59%
SCHF Schwab International Equity ETF $64,186,400 15.06% 0.03%
VXUS Vanguard Total International Stock ETF $147,699,000 13.24% 0.05%
FDT First Trust Developed Markets ex-US AlphaDEX Fund $1,261,760 22.96% 0.80%
EFAV iShares MSCI EAFE Min Vol Factor ETF $5,205,560 5.50% 0.20%
IDHQ Invesco S&P International Developed High Quality ETF $805,758 20.18% 0.29%
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund $347,503 22.35% 0.57%
IEFA iShares Core MSCI EAFE ETF $179,967,000 9.31% 0.07%
IXUS iShares Core MSCI Total International Stock ETF $56,129,800 13.37% 0.07%
IQDY FlexShares International Quality Dividend Dynamic Index Fund $104,238 17.20% 0.47%
IQDF FlexShares International Quality Dividend Index Fund $1,122,220 15.17% 0.47%
IDOG ALPS International Sector Dividend Dogs ETF $539,000 14.90% 0.50%
FNDF Schwab Fundamental International Equity ETF $23,759,300 19.20% 0.25%
VIDI Vident International Equity Strategy ETF $440,811 20.15% 0.61%
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF $258,776 15.04% 0.40%
HEFA iShares Currency Hedged MSCI EAFE ETF $6,987,020 11.00% 0.35%
IPKW Invesco International BuyBack Achievers™ ETF $516,662 5.45% 0.55%
IHDG WisdomTree International Hedged Quality Dividend Growth Fund $2,172,040 6.56% 0.58%
QEFA State Street SPDR MSCI EAFE StrategicFactors ETF $1,017,190 8.36% 0.30%
EFAD ProShares MSCI EAFE Dividend Growers ETF $60,864 3.65% 0.50%
IPOS Renaissance International IPO ETF $10,981 37.75% 0.80%
FPXI First Trust International Equity Opportunities ETF $205,906 29.15% 0.70%
RODM Hartford Multifactor Developed Markets (ex-US) ETF $1,546,740 12.13% 0.29%
INTF iShares International Equity Factor ETF $3,371,820 10.33% 0.16%
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF $334,228 15.12% 0.35%
MOTI VanEck Morningstar International Moat ETF $79,641 -7.14% 0.58%
HFXI IQ FTSE International Equity Currency Neutral ETF $1,781,330 16.38% 0.20%
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF $2,221,130 6.51% 0.09%
IVLU iShares MSCI Intl Value Factor ETF $4,148,330 12.33% 0.30%
IQLT iShares MSCI Intl Quality Factor ETF $13,096,300 9.77% 0.30%
IMTM iShares MSCI Intl Momentum Factor ETF $3,935,140 10.74% 0.30%
JPIN JPMorgan Diversified Return International Equity ETF $355,985 9.70% 0.37%
GSIE Goldman Sachs ActiveBeta International Equity ETF $5,706,000 7.34% 0.25%
DEEF Xtrackers FTSE Developed ex US Multifactor ETF $54,453 10.15% 0.24%
IMOM Alpha Architect International Quantitative Momentum ETF $154,550 14.79% 0.38%
DDWM WisdomTree Dynamic International Equity Fund $1,403,560 7.00% 0.40%
VIGI Vanguard International Dividend Appreciation ETF $8,624,050 3.33% 0.07%
VYMI Vanguard International High Dividend Yield ETF $19,212,000 12.29% 0.07%
IQDG WisdomTree International Quality Dividend Growth Fund $701,881 3.98% 0.42%
RFDI First Trust RiverFront Dynamic Developed International ETF $155,496 9.96% 0.83%
IGRO iShares International Dividend Growth ETF $1,227,100 7.54% 0.15%
ESGD iShares ESG Aware MSCI EAFE ETF $11,275,600 8.85% 0.20%
HDMV First Trust Horizon Managed Volatility Developed Intl ETF $16,697 6.67% 0.80%
EFAX State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF $484,900 7.71% 0.20%
DHDG FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF $141,754 6.32% 0.85%
EFAS Global X MSCI SuperDividend® EAFE ETF $48,754 15.25% 0.55%
JHMD John Hancock Multifactor Developed International ETF $927,406 8.45% 0.39%
IDEV iShares Core MSCI International Developed Markets ETF $29,573,500 9.13% 0.04%
NUDM Nuveen ESG International Developed Markets Equity ETF $672,151 8.63% 0.27%
ICOW Pacer Developed Markets International Cash Cows 100 ETF $1,783,980 14.69% 0.65%
REFA Columbia Research Enhanced International Equity ETF $5,441 -1.72% 0.32%
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF $439,884 9.88% 0.39%
SPDW State Street SPDR Portfolio Developed World ex-US ETF $39,452,200 14.52% 0.03%
FIDI Fidelity International High Dividend ETF $332,917 10.76% 0.18%
FIVA Fidelity International Value Factor ETF $546,585 14.03% 0.18%
DINT Davis Select International ETF $279,956 2.49% 0.66%
BBCA JPMorgan BetaBuilders Canada ETF $10,398,200 8.63% 0.19%
DWMF WisdomTree International Multifactor Fund $36,804 4.78% 0.38%
FID First Trust S&P International Dividend Aristocrats ETF $161,017 8.11% 0.60%
EASG Xtrackers MSCI EAFE Selection Equity ETF $67,781 9.43% 0.14%
QINT American Century Quality Diversified International ETF $651,105 10.16% 0.34%
VSGX Vanguard ESG International Stock ETF $6,358,500 14.71% 0.10%
FDEV Fidelity International Multifactor ETF $261,001 5.16% 0.18%
KEMX KraneShares MSCI Emerging Markets ex China Index ETF $126,952 37.00% 0.24%
WWJD Inspire International ETF $504,636 7.26% 0.69%
OVF Overlay Shares Foreign Equity ETF $39,848 13.21% 0.83%
TPIF Timothy Plan International ETF $237,120 9.41% 0.62%
BBIN JPMorgan BetaBuilders International Equity ETF $6,298,250 9.27% 0.07%
IQSI NYLI Candriam International Equity ETF $240,010 9.46% 0.15%
BKIE BNY Mellon International Equity ETF $1,208,450 9.03% 0.04%
GSID Marketbeta INTL Equity ETF $1,016,370 9.08% 0.20%
JIG JPMorgan International Growth ETF $454,454 14.14% 0.55%
DMXF iShares ESG Advanced MSCI EAFE ETF $1,144,440 12.01% 0.12%
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF $49,126 8.20% 0.35%
IDVO Amplify CWP International Enhanced Dividend Income ETF $1,238,420 14.00% 0.65%
FFLC Fidelity Fundamental Large Cap Core ETF $1,141,600 8.53% 0.38%
FFLG Fidelity Fundamental Large Cap Growth ETF $637,122 11.79% 0.38%
FFLV Fidelity Fundamental Large Cap Value ETF $16,077 11.95% 0.38%
BCIL Bancreek International Large Cap ETF $90,989 8.40% 0.80%
TLCI Touchstone International Equity ETF $107,374 1.17% 0.37%
BLGR Bluemonte Large Cap Growth ETF $261,010 6.42% 0.24%
BLUC Bluemonte Large Cap Core ETF $318,885 7.28% 0.23%
GRIN VictoryShares International Free Cash Flow Growth ETF $262,448 17.42% 0.56%
IFLO VictoryShares International Free Cash Flow ETF $176,106 19.01% 0.56%
BCGS Bancreek Global Select ETF $39,491 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 $1,614,590 3.73% 0.62%
FEX First Trust Large Cap Core AlphaDEX Fund $1,530,420 15.04% 0.57%
RSP Invesco S&P 500® Equal Weight ETF $89,638,500 9.96% 0.20%
DLN WisdomTree U.S. LargeCap Dividend Fund $6,162,610 9.86% 0.28%
DTD WisdomTree U.S. Total Dividend Fund $1,590,040 10.27% 0.28%
FVD First Trust Value Line Dividend Index Fund $7,989,360 4.67% 0.62%
VYM Vanguard High Dividend Yield Index ETF $77,876,200 11.47% 0.04%
RWL Invesco S&P 500 Revenue ETF $9,041,380 12.10% 0.39%
MGV Vanguard Mega Cap Value ETF $12,599,700 14.47% 0.05%
IWD iShares Russell 1000 Value ETF $74,464,100 14.43% 0.18%
PRF Invesco RAFI US 1000 ETF $9,443,470 14.64% 0.34%
IVE iShares S&P 500 Value ETF $46,992,700 7.50% 0.18%
PBP Invesco S&P 500 BuyWrite ETF $338,542 3.97% 0.29%
MOO VanEck Agribusiness ETF $913,156 7.06% 0.56%
IGE iShares North American Natural Resources ETF $774,453 18.53% 0.39%
HAP VanEck Natural Resources ETF $314,691 17.03% 0.41%
DGT State Street SPDR Global Dow ETF $611,534 12.12% 0.50%
IWX iShares Russell Top 200 Value ETF $3,449,460 14.14% 0.20%
EQL Alps Equal Sector Weight ETF $726,716 8.74% 0.19%
SCHV Schwab U.S. Large-Cap Value ETF $15,459,700 15.79% 0.04%
VONV Vanguard Russell 1000 Value ETF $19,209,600 14.54% 0.06%
VOOV Vanguard S&P 500 Value ETF $6,369,950 7.58% 0.07%
TRND Pacer Trendpilot Fund of Funds ETF $60,801 8.79% 0.77%
SPYV State Street SPDR Portfolio S&P 500 Value ETF $34,666,100 7.51% 0.04%
SPHB Invesco S&P 500® High Beta ETF $955,049 25.53% 0.25%
HBTA Horizon Expedition Plus ETF $146,213 9.87% 0.86%
SCHD Schwab US Dividend Equity ETF $95,585,800 19.58% 0.06%
ACWV iShares MSCI Global Min Vol Factor ETF $3,254,890 2.53% 0.20%
GURU Global X Guru Index ETF $58,792 6.45% 0.75%
VLU State Street SPDR S&P 1500 Value Tilt ETF $706,051 13.36% 0.12%
FNDB Schwab Fundamental U.S. Broad Market ETF $1,318,930 14.47% 0.25%
FNDX Schwab Fundamental U.S. Large Company ETF $25,306,700 14.45% 0.25%
NOBL ProShares S&P 500 Dividend Aristocrats ETF $11,284,600 6.59% 0.35%
RDVY First Trust Rising Dividend Achievers ETF $22,570,700 12.16% 0.47%
FTHI First Trust BuyWrite Income ETF $2,255,230 3.86% 0.75%
EQLT iShares MSCI Emerging Markets Quality Factor ETF $12,030 28.99% 0.35%
DGRO iShares Core Dividend Growth ETF $40,395,600 9.10% 0.08%
CFA VictoryShares US 500 Volatility Wtd ETF $527,136 7.37% 0.35%
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF $403,974 7.38% 0.35%
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF $726,050 13.40% 0.35%
LRGF iShares US Equity Factor ETF $3,353,910 8.24% 0.08%
EQWL Invesco S&P 100 Equal Weight ETF $2,552,220 8.45% 0.25%
IUSV iShares Core S&P U.S. Value ETF $25,910,600 7.72% 0.04%
PTLC Pacer Trendpilot US Large Cap ETF $3,211,440 3.26% 0.60%
PTNQ Pacer Trendpilot 100 ETF $1,238,170 9.87% 0.65%
JPUS JPMorgan Diversified Return Use Equity $446,225 12.80% 0.18%
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF $7,388,940 13.53% 0.07%
DJD Invesco Dow Jones Industrial Average Dividend ETF $454,044 11.74% 0.07%
FTAG First Trust Indxx Global Agriculture ETF $15,053 8.12% 0.70%
FDVV Fidelity High Dividend ETF $9,631,900 8.67% 0.15%
FDRR Fidelity Dividend ETF for Rising Rates $706,599 8.24% 0.15%
FVAL Fidelity Value Factor ETF $1,233,100 8.50% 0.15%
NULV Nuveen ESG Large-Cap Value ETF $2,085,860 11.68% 0.26%
DIVO Amplify CWP Enhanced Dividend Income ETF $7,067,080 5.67% 0.56%
BLES Inspire Global Hope ETF $152,783 11.34% 0.49%
EQRR ProShares Equities for Rising Rates ETF $53,621 26.24% 0.35%
EDOW First Trust Dow 30 Equal Weight ETF $304,111 6.32% 0.50%
SECT Main Sector Rotation ETF $2,658,120 9.08% 0.69%
MAGA Point Bridge America First ETF $30,014 7.62% 0.72%
OMFL Invesco Russell 1000 Dynamic Multifactor ETF $4,598,710 11.16% 0.29%
WLDR Affinity World Leaders Equity ETF $81,234 28.03% 0.67%
BLCN Siren NexGen Economy ETF $35,827 10.25% 0.68%
KARS KraneShares Electric Vehicles & Future Mobility Index ETF $95,038 8.87% 0.72%
LEGR First Trust Indxx Innovative Transaction & Process ETF $127,986 10.16% 0.65%
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF $3,340,480 5.11% 0.74%
QDIV Global X S&P 500 Quality Dividend ETF $32,269 9.72% 0.20%
IUS Invesco RAFI Strategic US ETF $855,931 14.70% 0.19%
SDG iShares MSCI Global Sustainable Development Goals ETF $168,455 7.91% 0.50%
DURA VanEck Durable High Dividend ETF $37,680 12.99% 0.30%
SSPY Stratified LargeCap Index ETF $123,723 10.43% 0.45%
IDRV iShares Self-driving EV & Tech ETF $140,816 7.58% 0.47%
ZIG Acquirers Fund $32,297 8.99% 0.75%
AMOM QRAFT AI-Enhanced U.S. Large Cap Momentum ETF $31,064 22.54% 0.75%
NXTG First Trust Indxx NextG ETF $548,688 44.24% 0.70%
UJUN Innovator U.S. Equity Ultra Buffer ETF - June $105,996 2.21% 0.79%
LGH HCM Defender 500 Index ETF $557,739 1.27% 1.00%
UNOV Innovator U.S. Equity Ultra Buffer ETF - November $105,628 4.66% 0.79%
DAUG FT Vest U.S. Equity Deep Buffer ETF - August $358,754 4.72% 0.85%
FAUG FT Vest U.S. Equity Buffer ETF - August $1,147,880 5.40% 0.85%
DNOV FT Vest U.S. Equity Deep Buffer ETF - November $384,249 4.23% 0.85%
UDEC Innovator U.S. Equity Ultra Buffer ETF - December $298,590 4.36% 0.79%
RAFE PIMCO RAFI ESG U.S. ETF $150,735 12.89% 0.29%
DFEB FT Vest U.S. Equity Deep Buffer ETF - February $454,316 4.94% 0.85%
UMAR Innovator U.S. Equity Ultra Buffer ETF - March $200,748 4.78% 0.79%
DMAY FT Vest U.S. Equity Deep Buffer ETF - May $355,690 3.43% 0.85%
JEPI JPMorgan Equity Premium Income Fund $43,682,600 0.85% 0.35%
FBCV Fidelity Blue Chip Value ETF $161,328 10.35% 0.57%
DJUN FT Vest U.S. Equity Deep Buffer ETF - June $322,997 3.81% 0.85%
SIXA ETC 6 Meridian Mega Cap Equity ETF $483,841 12.92% 0.46%
SIXH ETC 6 Meridian Hedged Equity Index Option ETF $548,154 9.09% 0.69%
XYLD Global X S&P 500 Covered Call ETF $3,113,370 4.23% 0.60%
XVV iShares ESG Select Screened S&P 500 ETF $624,120 6.85% 0.08%
PSCX Pacer Swan SOS Conservative (January) ETF $46,598 4.01% 0.49%
PSMD Pacer Swan SOS Moderate (January) ETF $91,991 3.96% 0.49%
PSFD Pacer Swan SOS Flex (January) ETF $57,621 5.11% 0.49%
FDEC FT Vest US Equity Buffer ETF - December $1,357,470 5.27% 0.85%
QDEC FT Vest Nasdaq-100 Buffer ETF - December $678,326 8.05% 0.90%
ACVF American Conservative Values ETF $148,397 8.41% 0.75%
DEMZ Democratic Large Cap Core ETF $63,074 7.89% 0.45%
JOET Virtus Terranova U.S. Quality Momentum ETF $231,907 6.67% 0.29%
SPD Simplify US Equity PLUS Downside Convexity ETF $104,058 4.99% 0.53%
SPUC Simplify US Equity PLUS Upside Convexity ETF $92,138 6.94% 0.53%
GSPY Gotham Enhanced 500 ETF $696,420 9.18% 0.50%
PSFF Pacer Swan SOS Fund of Funds ETF $569,692 5.23% 0.66%
JANZ TrueShares Structured Outcome (January) ETF $39,927 6.21% 0.80%
MARZ TrueShares Structured Outcome (March) ETF $34,807 6.03% 0.79%
STNC Hennessy Stance ESG ETF $91,718 11.26% 0.85%
APRZ TrueShares Structured Outcome (April) ETF $31,935 5.47% 0.79%
PSMR Pacer Swan SOS Moderate (April) ETF $88,956 6.84% 0.49%
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF - April $132,185 7.53% 0.79%
FAPR FT Vest U.S. Equity Buffer ETF - April $1,132,810 4.14% 0.85%
SCHY Schwab International Dividend Equity ETF $2,277,250 10.16% 0.08%
MAYZ TrueShares Structured Outcome (May) ETF $33,838 6.63% 0.79%
JUNZ TrueShares Structured Outcome (June) ETF $30,806 6.57% 0.79%
TSPA T. Rowe Price U.S. Equity Research ETF $3,426,100 9.02% 0.34%
QVML Invesco S&P 500 QVM Multi-factor ETF $1,584,490 8.89% 0.11%
BALT Innovator Defined Wealth Shield ETF $2,501,230 2.00% 0.69%
PSCJ Pacer Swan SOS Conservative (July) ETF $83,236 4.60% 0.49%
PSFJ Pacer Swan SOS Flex (July) ETF $69,620 5.22% 0.49%
PSMJ Pacer Swan SOS Moderate (July) ETF $88,073 4.32% 0.49%
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF $395,847 7.81% 0.12%
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF $1,610,400 8.31% 0.60%
NOVZ TrueShares Structured Outcome (November) ETF $36,847 6.40% 0.79%
IFED ETRACS IFED Invest with the Fed TR Index ETN due September 15, 2061 $47,489 -2.92% 0.45%
PSCQ Pacer Swan SOS Conservative (October) ETF $47,547 4.43% 0.49%
PSFO Pacer Swan SOS Flex (October) ETF $44,973 5.52% 0.49%
PSMO Pacer Swan SOS Moderate (October) ETF $98,394 4.50% 0.49%
QQMG Invesco ESG NASDAQ 100 ETF $199,565 17.40% 0.20%
RSPE Invesco ESG S&P 500 Equal Weight ETF $63,759 12.24% 0.20%
WTV WisdomTree U.S. Value Fund $2,954,810 10.74% 0.12%
UMMA Wahed Dow Jones Islamic World ETF $275,439 29.95% 0.65%
DUHP Dimensional US High Profitability ETF $11,806,900 7.82% 0.20%
DIHP Dimensional International High Profitability ETF $5,967,220 9.23% 0.27%
RPHS Regents Park Hedged Market Strategy ETF $54,441 4.47% 0.75%
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF $2,268,710 8.54% 0.10%
FTDS First Trust Dividend Strength ETF $39,419 8.64% 0.70%
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $38,000,800 7.18% 0.35%
FTQI First Trust Nasdaq BuyWrite Income ETF $873,046 9.90% 0.75%
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF $236,527 2.42% 0.15%
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF $1,382,720 16.87% 0.15%
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF $634,884 0.81% 0.15%
LCF Touchstone US Large Cap Focused ETF $63,930 1.67% 0.56%
DVND Touchstone Dividend Select ETF $52,058 9.62% 0.50%
SPYI NEOS S&P 500 High Income ETF $9,854,420 5.75% 0.68%
AVIE Avantis Inflation Focused Equity ETF $10,425 14.29% 0.25%
MODL VictoryShares WestEnd U.S. Sector ETF $979,246 5.59% 0.46%
HAPI Harbor Human Capital Factor US Large Cap ETF $472,406 7.13% 0.35%
ADPV Adaptiv Select ETF $181,294 11.12% 1.00%
HDUS Hartford Disciplined US Equity ETF $186,282 8.65% 0.19%
CDEI Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF $17,486 7.91% 0.14%
CVIE Calvert International Responsible Index ETF $390,192 17.74% 0.18%
CVLC Calvert US Large-Cap Core Responsible Index ETF $823,370 10.38% 0.15%
SNAV Mohr Sector Nav ETF $28,017 9.03% 1.59%
LOWV AB US Low Volatility Equity ETF $195,193 1.63% 0.39%
DRUP GraniteShares Nasdaq Select Disruptors ETF $46,058 -7.77% 0.60%
POWA Invesco Bloomberg Pricing Power ETF $175,521 -2.01% 0.40%
BMVP Invesco Bloomberg MVP Multi-factor ETF $100,725 7.15% 0.29%
QQQY Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF $179,308 8.98% 1.01%
LRGC AB US Large Cap Strategic Equities ETF $1,209,730 5.63% 0.39%
HELO JPMorgan Hedged Equity Laddered Overlay ETF $4,000,970 1.26% 0.50%
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF $62,575 14.98% 0.50%
BLCR iShares Large Cap Core Active ETF $5,926,870 15.85% 0.36%
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $4,454,180 14.91% 0.29%
GPIX Goldman Sachs S&P 500 Premium Income ETF $4,245,680 8.04% 0.29%
LQAI LG QRAFT AI-Powered U.S. Large Cap Core ETF $2,241 19.18% 0.75%
FELC Fidelity Enhanced Large Cap Core ETF $7,547,190 8.57% 0.18%
BCUS Bancreek U.S. Large Cap ETF $105,187 12.00% 0.70%
ISPY ProShares S&P 500 High Income ETF $1,247,740 7.19% 0.56%
QQQI NEOS Nasdaq 100 High Income ETF $11,993,400 9.80% 0.68%
FYEE Fidelity Yield Enhanced Equity ETF $184,042 4.86% 0.28%
CPSM Calamos S&P 500 Structured Alt Protection ETF - May $54,712 2.08% 0.69%
KSPY KraneShares Hedgeye Hedged Equity Index ETF $95,263 4.70% 0.88%
QQA Invesco QQQ Income Advantage ETF $719,267 11.38% 0.29%
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF $860,620 7.98% 0.29%
FLCC Federated Hermes MDT Large Cap Core ETF $119,885 6.48% 0.29%
SPYM State Street SPDR Portfolio S&P 500 ETF $136,253,000 8.52% 0.02%
WDTE Defiance S&P 500 Weekly Distribution ETF $64,297 6.06% 1.03%
QBIG Invesco Top QQQ ETF $33,032 2.63% 0.29%
QQLV Invesco QQQ Low Volatility ETF $1,975 3.66% 0.25%
ACLC American Century Large Cap Equity ETF $303,948 5.81% 0.39%
BUFM AB Moderate Buffer ETF $412,670 2.85% 0.69%
BRIF FIS Bright Portfolios Focused Equity ETF $143,417 18.60% 0.65%
OMAH VistaShares Target 15 Berkshire Select Income ETF $802,435 5.68% 0.95%
WTPI WisdomTree Equity Premium Income Fund $472,272 3.06% 0.44%
QQHG Invesco QQQ Hedged Advantage ETF $12,901 9.10% 0.45%
BOBP CORE16 Best of Breed Premier Index ETF $601 22.20% 0.70%
BLUX Bluemonte Dynamic Total Market ETF $542,829 12.43% 0.25%
USEW Cambria US EW ETF $182,709 8.00% 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 $898,552 12.03% 0.38%
RWK Invesco S&P MidCap 400 Revenue ETF $1,233,510 15.06% 0.39%
GSC Goldman Sachs Small Cap Equity ETF $266,247 18.75% 0.75%
IWM iShares Russell 2000 ETF $77,408,400 18.18% 0.19%
IJR iShares Core S&P Small-Cap ETF $103,931,000 18.58% 0.06%
EES WisdomTree U.S. SmallCap Fund $687,926 15.87% 0.38%
FDM First Trust Dow Jones Select MicroCap Index Fund $251,426 12.36% 0.60%
VB Vanguard Small Cap ETF $76,918,600 14.53% 0.03%
FYX First Trust Small Cap Core AlphaDEX Fund $1,273,130 22.14% 0.58%
IWC iShares Micro-Cap ETF $1,376,890 19.16% 0.60%
PRFZ Invesco RAFI US 1500 Small-Mid ETF $2,660,120 14.55% 0.34%
DES WisdomTree U.S. SmallCap Dividend Fund $2,106,070 19.30% 0.38%
IWN iShares Russell 2000 Value ETF $13,808,000 19.42% 0.24%
SCHA Schwab U.S. Small-Cap ETF $22,322,700 21.07% 0.03%
VIOO Vanguard S&P Small-Cap 600 ETF $3,910,010 18.55% 0.07%
SMDV ProShares Russell 2000 Dividend Growers ETF $666,695 13.13% 0.40%
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund $384,465 17.62% 0.38%
FNDA Schwab Fundamental U.S. Small Company ETF $8,858,080 17.19% 0.25%
SMLL Harbor Active Small Cap ETF $13,221 3.25% 0.80%
SMLF iShares U.S. Small‑Cap Equity Factor ETF $3,878,670 15.71% 0.15%
ALTY Global X Alternative Income ETF $44,118 6.34% 0.50%
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF $255,082 10.93% 0.35%
VAMO Cambria Value & Momentum ETF $104,688 5.46% 0.65%
SMCP SMART Mid Cap ETF $3,261 12.19% 0.79%
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF $1,692,110 6.88% 0.40%
SCAP Infrastructure Capital Small Cap Income ETF $20,307 12.30% 0.80%
PSC Principal U.S. Small-Cap ETF $2,143,060 15.96% 0.38%
ISMD Inspire Small/Mid Cap ETF $314,888 25.95% 0.48%
OUSM ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF $864,608 7.23% 0.48%
CALF Pacer US Small Cap Cash Cows ETF $3,461,000 13.58% 0.59%
SQLV Royce Quant Small‑Cap Quality Value ETF $27,192 16.89% 0.60%
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $15,654,800 18.55% 0.03%
USVM VictoryShares US Small Mid Cap Value Momentum ETF $1,631,060 17.87% 0.29%
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $10,797,900 9.81% 0.59%
IZRL ARK Israel Innovative Technology ETF $135,971 1.51% 0.49%
MJ Amplify Alternative Harvest ETF $131,094 -11.21% 0.75%
VPC Virtus Private Credit Strategy ETF $31,732 -9.39% 10.60%
CNBS Amplify Seymour Cannabis ETF $92,714 8.25% 0.76%
OVS Overlay Shares Small Cap Equity ETF $28,015 20.16% 0.83%
ROSC Hartford Multifactor Small Cap ETF $59,065 16.52% 0.34%
AFMC First Trust Active Factor Mid Cap ETF $165,694 17.31% 0.68%
AFSM First Trust Active Factor Small Cap ETF $100,096 18.63% 0.75%
TPSC Timothy Plan US Small Cap Core ETF $332,442 12.34% 0.52%
HSMV First Trust Horizon Managed Volatility Small/Mid ETF $31,929 6.07% 0.80%
SIXS ETC 6 Meridian Small Cap Equity ETF $130,642 10.95% 0.50%
MSOS AdvisorShares Pure US Cannabis ETF $1,098,960 11.65% 0.97%
XJR iShares ESG Select Screened S&P Small-Cap ETF $140,085 18.47% 0.12%
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity Fund $689,958 18.08% 0.09%
ISCB iShares Morningstar Small-Cap ETF $270,731 12.54% 0.04%
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF $239,039 19.49% 0.15%
AVSC Avantis U.S Small Cap Equity ETF $2,825,690 20.58% 0.25%
RYLG Global X Russell 2000 Covered Call & Growth ETF $8,078 13.15% 0.35%
STXK Strive Small-Cap ETF $79,342 12.77% 0.18%
HAPS Harbor Human Capital Factor US Small Cap ETF $159,485 13.38% 0.61%
IWMY Defiance R2000 Enhanced Options & 0DTE Income ETF $96,882 12.25% 1.05%
FESM Fidelity Enhanced Small Cap Core ETF $5,235,260 21.70% 0.28%
SMCF Themes US Small Cap Cash Flow Champions ETF $3,002 15.88% 0.29%
GRPZ Invesco S&P SmallCap 600 GARP ETF $2,405 15.66% 0.35%
IWMI NEOS Russell 2000 High Income ETF $911,160 14.23% 0.68%
FSCC Federated Hermes MDT Small Cap Core ETF $278,051 17.23% 0.36%
Loading Articles...

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

ETF Education Channel

How to Allocate Commodities in Portfolios

Tom LydonApr 26, 2022
2022-04-26

A long-running debate in asset allocation circles is how much of a portfolio an investor should...

Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

Karrie GordonMay 13, 2022
2022-05-13

In a digital age where information moves in milliseconds and millions of participants can transact...

}
X