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  • State Farm LifePath Income Inst
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SLRIX - State Farm LifePath Income Inst

  • Fund Family Name: State Farm
  • Expense Ratio: 1.05%
  • 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 SLRIX 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 SLRIX. These recommendations are powered by ETFdb's Mutual Fund to ETF Converter tool.

How ETFdb.com has selected ETF alternatives to SLRIX: The mutual fund SLRIX 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 SLRIX 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 $2,699,210 13.50% 0.30%
ACWX iShares MSCI ACWI ex U.S. ETF $11,297,200 13.42% 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 $776,896,000 8.48% 0.09%
IVV iShares Core S&P 500 ETF $818,113,000 8.48% 0.03%
VOO Vanguard S&P 500 ETF $1,004,110,000 8.49% 0.03%
SPDN Direxion Daily S&P 500 Bear 1X ETF $214,685 -5.68% 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 $119,915,000 14.66% 0.05%
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $26,523,200 14.47% 0.24%
IVOO Vanguard S&P Mid-Cap 400 ETF $3,632,450 14.60% 0.07%
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF $17,640,000 14.68% 0.03%
XMHQ Invesco S&P MidCap Quality ETF $5,325,530 8.39% 0.25%
XMMO Invesco S&P MidCap Momentum ETF $7,486,460 21.59% 0.35%
FRTY Alger Mid Cap 40 ETF $138,650 8.28% 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 $104,737,000 18.58% 0.06%
VIOO Vanguard S&P Small-Cap 600 ETF $3,939,560 18.55% 0.07%
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $15,773,100 18.55% 0.03%
XSMO Invesco S&P SmallCap Momentum ETF $2,869,760 23.29% 0.36%
XSVM Invesco S&P SmallCap Value with Momentum ETF $620,399 20.47% 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 $546,869 -0.57% 0.48%
REZ iShares Residential and Multisector Real Estate ETF $857,501 11.30% 0.48%
IYR iShares U.S. Real Estate ETF $4,673,750 10.49% 0.38%
VNQ Vanguard Real Estate ETF $38,079,700 11.48% 0.13%
FRI First Trust S&P REIT Index Fund $179,419 15.86% 0.50%
RWR State Street SPDR Dow Jones REIT ETF $1,801,590 15.59% 0.25%
ICF iShares Select U.S. REIT ETF $2,093,820 15.82% 0.32%
PSR Invesco Active U.S. Real Estate Fund $58,289 16.02% 0.35%
KBWY Invesco KBW Premium Yield Equity REIT ETF $304,978 23.53% 0.35%
SCHH Schwab US REIT ETF $10,212,000 15.16% 0.07%
MORT VanEck Mortgage REIT Income ETF $391,162 -0.84% 0.43%
FREL Fidelity MSCI Real Estate Index ETF $1,467,090 11.25% 0.08%
SRET Global X SuperDividend REIT ETF $230,446 6.53% 0.58%
XLRE State Street Real Estate Select Sector SPDR ETF $8,010,000 12.07% 0.08%
CRED Columbia Research Enhanced Real Estate ETF $3,474 15.73% 0.33%
USRT iShares Core U.S. REIT ETF $4,222,220 16.69% 0.08%
NURE Nuveen Short-Term REIT ETF $35,295 15.58% 0.36%
PPTY US Diversified Real Estate ETF $25,508 13.71% 0.53%
INDS Pacer Industrial Real Estate ETF $115,283 11.24% 0.49%
SRVR Pacer Data & Infrastructure Real Estate ETF $395,707 18.13% 0.49%
BBRE JPMorgan BetaBuilders MSCI US REIT ETF $1,253,170 16.11% 0.11%
VRAI Virtus Real Asset Income ETF $18,265 22.51% 0.55%
NETL Colterpoint Net Lease Real Estate ETF $52,701 15.26% 0.60%
RDOG ALPS REIT Dividend Dogs ETF $11,525 18.79% 0.35%
REIT ALPS Active REIT ETF $53,469 16.29% 0.68%
JRE Janus Henderson U.S. Real Estate ETF $4,053 16.35% 0.65%
RIET Hoya Capital High Dividend Yield ETF $104,598 9.52% 0.50%
DFAR Dimensional US Real Estate ETF $1,741,410 15.52% 0.19%
HAUS Residential REIT ETF $8,754 7.45% 0.60%
BYRE Principal Real Estate Active Opportunities ETF $25,808 13.22% 0.60%
JPRE JPMorgan Realty Income ETF $481,726 13.11% 0.50%
RSPR Invesco S&P 500 Equal Weight Real Estate ETF $102,385 11.49% 0.40%
DESK VanEck Office and Commercial REIT ETF $3,306 14.33% 0.51%
DCRE DoubleLine Commercial Real Estate Debt ETF $451,071 1.64% 0.39%
IYRI NEOS Real Estate High Income ETF $277,005 6.73% 0.68%
CSRE Cohen & Steers Real Estate Active ETF $424,407 12.81% 0.70%
DVRE WEBs Real Estate XLRE Defined Volatility ETF $250 12.99% 0.89%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF $2,625 6.48% 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 $948,227 16.58% 0.59%
IDV iShares International Select Dividend ETF $8,451,710 13.23% 0.50%
EWC iShares MSCI Canada ETF $5,755,040 8.46% 0.50%
PID Invesco International Dividend Achievers™ ETF $919,315 5.48% 0.53%
PSP Invesco Global Listed Private Equity ETF $259,907 -12.54% 1.80%
FGD First Trust Dow Jones Global Select Dividend Index Fund $1,426,150 12.51% 0.55%
AADR AdvisorShares Dorsey Wright ADR ETF $42,028 -3.91% 1.09%
SDIV Global X SuperDividend ETF $1,225,900 7.34% 0.58%
INFL Horizon Kinetics Inflation Beneficiaries ETF $1,529,080 13.28% 0.85%
DIVS Guinness Atkinson Dividend Builder ETF $38,303 6.60% 0.46%
INKM State Street Income Allocation ETF $72,134 5.91% 0.50%
VEGA AdvisorShares STAR Global Buy-Write ETF $87,062 5.69% 1.25%
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund $652,977 8.43% 0.39%
CAPE DoubleLine Shiller CAPE U.S. Equities ETF $259,825 1.22% 0.65%
WDIV State Street SPDR S&P Global Dividend ETF $268,390 9.69% 0.40%
ISRA VanEck Israel ETF $153,957 12.77% 0.59%
ROBO ROBO Global Robotics & Automation Index ETF $1,960,340 18.93% 0.95%
FYLD Cambria Foreign Shareholder Yield ETF $666,357 19.70% 0.59%
FV First Trust Dorsey Wright Focus 5 ETF $3,761,880 15.95% 0.89%
GVAL Cambria Global Value ETF $495,537 14.93% 0.66%
IFV First Trust Dorsey Wright International Focus 5 ETF $247,251 10.85% 1.14%
DIVI Franklin International Core Dividend Tilt Index ETF $2,490,350 11.32% 0.09%
WBIF WBI BullBear Value 3000 ETF $23,664 12.02% 1.65%
WBIG WBI BullBear Yield 3000 ETF $28,018 9.02% 1.59%
WBIL WBI BullBear Quality 3000 ETF $30,434 14.10% 1.55%
IVAL Alpha Architect International Quantitative Value ETF $212,524 12.85% 0.38%
BOTZ Global X Robotics & Artificial Intelligence ETF $3,532,370 2.84% 0.68%
IDMO Invesco S&P International Developed Momentum ETF $3,698,610 6.72% 0.25%
DWLD Davis Select Worldwide ETF $576,116 0.26% 0.62%
UIVM VictoryShares International Value Momentum ETF $323,040 14.75% 0.35%
FLCA Franklin FTSE Canada ETF $741,098 8.05% 0.09%
DRIV Global X Autonomous & Electric Vehicles ETF $446,939 31.73% 0.68%
LOUP Innovator Deepwater Frontier Tech ETF $206,550 22.03% 0.70%
PAWZ ProShares Pet Care ETF $32,457 -11.81% 0.50%
UFO Procure Space ETF $1,086,750 47.22% 0.75%
HERD Pacer Cash Cows Fund of Funds ETF $98,071 10.78% 0.74%
PTIN Pacer Trendpilot International ETF $185,060 16.34% 0.67%
HAIL State Street SPDR S&P Kensho Smart Mobility ETF $22,243 20.00% 0.45%
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF $8,702 8.33% 0.45%
SPGM State Street SPDR Portfolio MSCI Global Stock Market ETF $1,693,720 11.06% 0.09%
AVDE Avantis International Equity ETF $16,708,800 10.22% 0.23%
ANEW ProShares MSCI Transformational Changes ETF $7,595 0.42% 0.45%
DSTX Distillate International Fundamental Stability & Value ETF $48,247 6.69% 0.55%
DFAI Dimensional International Core Equity Market ETF $16,253,500 9.57% 0.18%
FICS First Trust International Developed Capital Strength ETF $211,604 3.54% 0.70%
TMAT Main Thematic Innovation ETF $231,865 16.35% 0.82%
FMAG Fidelity Magellan ETF $251,554 4.66% 0.57%
IMFL Invesco International Developed Dynamic Multifactor ETF $991,574 17.20% 0.34%
YMAR FT Vest International Equity Moderate Buffer ETF - March $150,217 5.52% 0.90%
IAPR Innovator International Developed Power Buffer ETF - April $197,379 7.13% 0.85%
ILDR First Trust Innovation Leaders ETF $295,207 15.00% 0.75%
MOTG VanEck Morningstar Global Wide Moat ETF $17,212 -0.85% 0.52%
VNAM Global X MSCI Vietnam ETF $36,058 -1.83% 0.51%
TMFG Motley Fool Global Opportunities ETF $358,074 2.39% 0.85%
WRND NYLI Global Equity R&D Leaders ETF $10,366 12.69% 0.18%
CGXU Capital Group International Focus Equity ETF $6,124,390 17.19% 0.54%
AVSD Avantis Responsible International Equity ETF $459,343 8.33% 0.23%
DFIC Dimensional International Core Equity 2 ETF $13,960,400 10.26% 0.22%
WEED Roundhill Cannabis ETF $9,918 17.00% 0.41%
JIRE JPMorgan International Research Enhanced Equity ETF $10,759,400 8.77% 0.24%
SSXU Strategy Shares Day Hagan Smart Sector International ETF $41,314 4.08% 1.22%
MINV Matthews Asia Innovators Active ETF $174,382 52.15% 0.79%
CGV Conductor Global Equity Value ETF $130,428 10.15% 1.25%
AZTD Aztlan Global Stock Selection DM SMID ETF $35,412 12.45% 0.75%
BUYW Main BuyWrite ETF $1,221,150 3.45% 0.99%
AVGE Avantis All Equity Markets ETF $991,305 14.55% 0.23%
DFSI Dimensional International Sustainability Core 1 ETF $1,071,890 6.19% 0.24%
DFGR Dimensional Global Real Estate ETF $3,636,560 11.12% 0.22%
SROI Calamos Antetokounmpo Global Sustainable Equities ETF $18,320 8.83% 0.95%
CAMX Cambiar Aggressive Value ETF $66,993 9.52% 0.59%
GLOF iShares Global Equity Factor ETF $206,633 11.16% 0.20%
IDUB Aptus International Enhanced Yield $483,362 14.50% 0.44%
TOLL Tema Durable Quality ETF $48,702 13.14% 0.55%
FDIF Fidelity Disruptors ETF $103,940 7.22% 0.50%
DARP Grizzle Growth ETF $30,891 25.13% 0.75%
FENI Fidelity Enhanced International ETF $9,710,150 10.59% 0.28%
TDI Touchstone Dynamic International ETF $334,452 16.70% 0.65%
CZAR Themes Natural Monopoly ETF $1,571 -1.90% 0.35%
TOGA Tremblant Global ETF $169,756 -12.99% 0.69%
INEQ Columbia International Equity Income ETF $85,831 6.80% 0.45%
KLMT Invesco MSCI Global Climate 500 ETF $1,529,490 10.15% 0.10%
EFAA Invesco MSCI EAFE Income Advantage ETF $500,402 6.46% 0.39%
ILOW AB International Low Volatility Equity ETF $1,744,870 6.53% 0.50%
EDGI 3EDGE Dynamic International Equity ETF $83,261 8.68% 0.97%
FFDI Fidelity Fundamental Developed International ETF $22,037 6.99% 0.55%
CORO iShares International Country Rotation Active ETF $7,220,670 16.72% 0.55%
BUFI AB International Buffer ETF Intl Buffer ETF $127,100 5.26% 0.69%
FFGX Fidelity Fundamental Global ex-U.S. ETF $43,645 12.73% 0.55%
LPRE Long Pond Real Estate Select ETF $164,236 13.09% 1.00%
CSTK Invesco Comstock Contrarian Equity ETF $166,318 12.48% 0.35%
VNIE Vontobel International Equity Active ETF $8,980 4.21% 0.60%
MTRA Invesco International Growth Focus ETF $151,757 0.73% 0.54%
BINT Bluemonte Global Equity ETF $395,722 13.97% 0.23%
GEOA WisdomTree GeoAlpha Opportunities Fund $899 N/A 0.58%
QUIZ Zacks Quality International ETF $80,963 9.16% 0.55%
NIHI NEOS MSCI EAFE High Income ETF $167,719 5.96% 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 $1,636,420 3.73% 0.62%
FEX First Trust Large Cap Core AlphaDEX Fund $1,556,880 15.04% 0.57%
RSP Invesco S&P 500® Equal Weight ETF $90,753,500 9.96% 0.20%
DLN WisdomTree U.S. LargeCap Dividend Fund $6,210,630 9.86% 0.28%
DTD WisdomTree U.S. Total Dividend Fund $1,602,200 10.27% 0.28%
FVD First Trust Value Line Dividend Index Fund $7,998,060 4.67% 0.62%
VYM Vanguard High Dividend Yield Index ETF $78,708,600 11.47% 0.04%
RWL Invesco S&P 500 Revenue ETF $9,133,040 12.10% 0.39%
MGV Vanguard Mega Cap Value ETF $12,722,700 14.47% 0.05%
IWD iShares Russell 1000 Value ETF $75,372,500 14.43% 0.18%
PRF Invesco RAFI US 1000 ETF $9,546,340 14.64% 0.34%
IVE iShares S&P 500 Value ETF $47,380,600 7.50% 0.18%
PBP Invesco S&P 500 BuyWrite ETF $342,438 3.97% 0.29%
MOO VanEck Agribusiness ETF $920,727 7.06% 0.56%
IGE iShares North American Natural Resources ETF $775,907 18.53% 0.39%
HAP VanEck Natural Resources ETF $325,444 17.03% 0.41%
DGT State Street SPDR Global Dow ETF $617,682 12.12% 0.50%
IWX iShares Russell Top 200 Value ETF $3,493,320 14.14% 0.20%
EQL Alps Equal Sector Weight ETF $734,175 8.74% 0.19%
SCHV Schwab U.S. Large-Cap Value ETF $15,644,700 15.79% 0.04%
VONV Vanguard Russell 1000 Value ETF $19,425,700 14.54% 0.06%
VOOV Vanguard S&P 500 Value ETF $6,422,500 7.58% 0.07%
TRND Pacer Trendpilot Fund of Funds ETF $61,564 8.79% 0.77%
SPYV State Street SPDR Portfolio S&P 500 Value ETF $34,939,200 7.51% 0.04%
SPHB Invesco S&P 500® High Beta ETF $997,167 25.53% 0.25%
HBTA Horizon Expedition Plus ETF $149,993 9.87% 0.86%
SCHD Schwab US Dividend Equity ETF $95,893,400 19.58% 0.06%
ACWV iShares MSCI Global Min Vol Factor ETF $3,258,270 2.53% 0.20%
GURU Global X Guru Index ETF $59,890 6.45% 0.75%
VLU State Street SPDR S&P 1500 Value Tilt ETF $712,530 13.36% 0.12%
FNDB Schwab Fundamental U.S. Broad Market ETF $1,328,730 14.47% 0.25%
FNDX Schwab Fundamental U.S. Large Company ETF $25,546,900 14.45% 0.25%
NOBL ProShares S&P 500 Dividend Aristocrats ETF $11,365,000 6.59% 0.35%
RDVY First Trust Rising Dividend Achievers ETF $22,878,700 12.16% 0.47%
FTHI First Trust BuyWrite Income ETF $2,274,130 3.86% 0.75%
EQLT iShares MSCI Emerging Markets Quality Factor ETF $12,265 28.99% 0.35%
DGRO iShares Core Dividend Growth ETF $40,735,200 9.10% 0.08%
CFA VictoryShares US 500 Volatility Wtd ETF $532,844 7.37% 0.35%
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF $408,347 7.38% 0.35%
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF $724,203 13.40% 0.35%
LRGF iShares US Equity Factor ETF $3,411,500 8.24% 0.08%
EQWL Invesco S&P 100 Equal Weight ETF $2,586,330 8.45% 0.25%
IUSV iShares Core S&P U.S. Value ETF $26,111,600 7.72% 0.04%
PTLC Pacer Trendpilot US Large Cap ETF $3,264,350 3.26% 0.60%
PTNQ Pacer Trendpilot 100 ETF $1,263,180 9.87% 0.65%
JPUS JPMorgan Diversified Return Use Equity $449,150 12.80% 0.18%
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF $7,370,910 13.53% 0.07%
DJD Invesco Dow Jones Industrial Average Dividend ETF $456,293 11.74% 0.07%
FTAG First Trust Indxx Global Agriculture ETF $15,226 8.12% 0.70%
FDVV Fidelity High Dividend ETF $9,688,290 8.67% 0.15%
FDRR Fidelity Dividend ETF for Rising Rates $712,482 8.24% 0.15%
FVAL Fidelity Value Factor ETF $1,255,050 8.50% 0.15%
NULV Nuveen ESG Large-Cap Value ETF $2,108,800 11.68% 0.26%
DIVO Amplify CWP Enhanced Dividend Income ETF $7,130,690 5.67% 0.56%
BLES Inspire Global Hope ETF $154,570 11.34% 0.49%
EQRR ProShares Equities for Rising Rates ETF $57,136 26.24% 0.35%
EDOW First Trust Dow 30 Equal Weight ETF $307,522 6.32% 0.50%
SECT Main Sector Rotation ETF $2,705,510 9.08% 0.69%
MAGA Point Bridge America First ETF $30,234 7.62% 0.72%
OMFL Invesco Russell 1000 Dynamic Multifactor ETF $4,660,580 11.16% 0.29%
WLDR Affinity World Leaders Equity ETF $82,418 28.03% 0.67%
BLCN Siren NexGen Economy ETF $37,612 10.25% 0.68%
KARS KraneShares Electric Vehicles & Future Mobility Index ETF $97,577 8.87% 0.72%
LEGR First Trust Indxx Innovative Transaction & Process ETF $133,232 10.16% 0.65%
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF $3,358,090 5.11% 0.74%
QDIV Global X S&P 500 Quality Dividend ETF $32,476 9.72% 0.20%
IUS Invesco RAFI Strategic US ETF $866,418 14.70% 0.19%
SDG iShares MSCI Global Sustainable Development Goals ETF $170,942 7.91% 0.50%
DURA VanEck Durable High Dividend ETF $37,630 12.99% 0.30%
SSPY Stratified LargeCap Index ETF $125,057 10.43% 0.45%
IDRV iShares Self-driving EV & Tech ETF $145,432 7.58% 0.47%
ZIG Acquirers Fund $32,588 8.99% 0.75%
AMOM QRAFT AI-Enhanced U.S. Large Cap Momentum ETF $31,955 22.54% 0.75%
NXTG First Trust Indxx NextG ETF $570,304 44.24% 0.70%
UJUN Innovator U.S. Equity Ultra Buffer ETF - June $104,924 2.21% 0.79%
LGH HCM Defender 500 Index ETF $570,570 1.27% 1.00%
UNOV Innovator U.S. Equity Ultra Buffer ETF - November $106,441 4.66% 0.79%
DAUG FT Vest U.S. Equity Deep Buffer ETF - August $360,729 4.72% 0.85%
FAUG FT Vest U.S. Equity Buffer ETF - August $1,178,310 5.40% 0.85%
DNOV FT Vest U.S. Equity Deep Buffer ETF - November $386,643 4.23% 0.85%
UDEC Innovator U.S. Equity Ultra Buffer ETF - December $300,884 4.36% 0.79%
RAFE PIMCO RAFI ESG U.S. ETF $152,620 12.89% 0.29%
DFEB FT Vest U.S. Equity Deep Buffer ETF - February $454,712 4.94% 0.85%
UMAR Innovator U.S. Equity Ultra Buffer ETF - March $202,211 4.78% 0.79%
DMAY FT Vest U.S. Equity Deep Buffer ETF - May $358,553 3.43% 0.85%
JEPI JPMorgan Equity Premium Income Fund $44,091,300 0.85% 0.35%
FBCV Fidelity Blue Chip Value ETF $163,308 10.35% 0.57%
DJUN FT Vest U.S. Equity Deep Buffer ETF - June $323,076 3.81% 0.85%
SIXA ETC 6 Meridian Mega Cap Equity ETF $484,417 12.92% 0.46%
SIXH ETC 6 Meridian Hedged Equity Index Option ETF $547,477 9.09% 0.69%
XYLD Global X S&P 500 Covered Call ETF $3,149,510 4.23% 0.60%
XVV iShares ESG Select Screened S&P 500 ETF $635,254 6.85% 0.08%
PSCX Pacer Swan SOS Conservative (January) ETF $46,910 4.01% 0.49%
PSMD Pacer Swan SOS Moderate (January) ETF $92,601 3.96% 0.49%
PSFD Pacer Swan SOS Flex (January) ETF $58,088 5.11% 0.49%
FDEC FT Vest US Equity Buffer ETF - December $1,369,390 5.27% 0.85%
QDEC FT Vest Nasdaq-100 Buffer ETF - December $683,475 8.05% 0.90%
ACVF American Conservative Values ETF $150,714 8.41% 0.75%
DEMZ Democratic Large Cap Core ETF $63,982 7.89% 0.45%
JOET Virtus Terranova U.S. Quality Momentum ETF $236,158 6.67% 0.29%
SPD Simplify US Equity PLUS Downside Convexity ETF $104,996 4.99% 0.53%
SPUC Simplify US Equity PLUS Upside Convexity ETF $93,765 6.94% 0.53%
GSPY Gotham Enhanced 500 ETF $707,794 9.18% 0.50%
PSFF Pacer Swan SOS Fund of Funds ETF $577,296 5.23% 0.66%
JANZ TrueShares Structured Outcome (January) ETF $40,452 6.21% 0.80%
MARZ TrueShares Structured Outcome (March) ETF $35,227 6.03% 0.79%
STNC Hennessy Stance ESG ETF $93,098 11.26% 0.85%
APRZ TrueShares Structured Outcome (April) ETF $32,338 5.47% 0.79%
PSMR Pacer Swan SOS Moderate (April) ETF $89,404 6.84% 0.49%
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF - April $132,938 7.53% 0.79%
FAPR FT Vest U.S. Equity Buffer ETF - April $1,129,690 4.14% 0.85%
SCHY Schwab International Dividend Equity ETF $2,264,520 10.16% 0.08%
MAYZ TrueShares Structured Outcome (May) ETF $34,251 6.63% 0.79%
JUNZ TrueShares Structured Outcome (June) ETF $31,171 6.57% 0.79%
TSPA T. Rowe Price U.S. Equity Research ETF $3,481,180 9.02% 0.34%
QVML Invesco S&P 500 QVM Multi-factor ETF $1,610,580 8.89% 0.11%
BALT Innovator Defined Wealth Shield ETF $2,496,620 2.00% 0.69%
PSCJ Pacer Swan SOS Conservative (July) ETF $41,711 4.60% 0.49%
PSFJ Pacer Swan SOS Flex (July) ETF $34,920 5.22% 0.49%
PSMJ Pacer Swan SOS Moderate (July) ETF $176,585 4.32% 0.49%
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF $404,125 7.81% 0.12%
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF $1,634,460 8.31% 0.60%
NOVZ TrueShares Structured Outcome (November) ETF $37,260 6.40% 0.79%
IFED ETRACS IFED Invest with the Fed TR Index ETN due September 15, 2061 $48,437 -2.92% 0.45%
PSCQ Pacer Swan SOS Conservative (October) ETF $47,874 4.43% 0.49%
PSFO Pacer Swan SOS Flex (October) ETF $45,334 5.52% 0.49%
PSMO Pacer Swan SOS Moderate (October) ETF $99,042 4.50% 0.49%
QQMG Invesco ESG NASDAQ 100 ETF $203,711 17.40% 0.20%
RSPE Invesco ESG S&P 500 Equal Weight ETF $64,824 12.24% 0.20%
WTV WisdomTree U.S. Value Fund $3,076,850 10.74% 0.12%
UMMA Wahed Dow Jones Islamic World ETF $281,864 29.95% 0.65%
DUHP Dimensional US High Profitability ETF $11,988,200 7.82% 0.20%
DIHP Dimensional International High Profitability ETF $5,985,140 9.23% 0.27%
RPHS Regents Park Hedged Market Strategy ETF $55,166 4.47% 0.75%
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF $2,307,020 8.54% 0.10%
FTDS First Trust Dividend Strength ETF $39,484 8.64% 0.70%
JEPQ JPMorgan NASDAQ Equity Premium Income ETF $38,923,400 7.18% 0.35%
FTQI First Trust Nasdaq BuyWrite Income ETF $879,016 9.90% 0.75%
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF $236,576 2.42% 0.15%
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF $1,413,530 16.87% 0.15%
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF $639,499 0.81% 0.15%
LCF Touchstone US Large Cap Focused ETF $64,920 1.67% 0.56%
DVND Touchstone Dividend Select ETF $52,539 9.62% 0.50%
SPYI NEOS S&P 500 High Income ETF $10,006,500 5.75% 0.68%
AVIE Avantis Inflation Focused Equity ETF $10,400 14.29% 0.25%
MODL VictoryShares WestEnd U.S. Sector ETF $993,657 5.59% 0.46%
HAPI Harbor Human Capital Factor US Large Cap ETF $479,055 7.13% 0.35%
ADPV Adaptiv Select ETF $183,102 11.12% 1.00%
HDUS Hartford Disciplined US Equity ETF $188,974 8.65% 0.19%
CDEI Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF $17,728 7.91% 0.14%
CVIE Calvert International Responsible Index ETF $395,808 17.74% 0.18%
CVLC Calvert US Large-Cap Core Responsible Index ETF $837,944 10.38% 0.15%
SNAV Mohr Sector Nav ETF $28,472 9.03% 1.59%
LOWV AB US Low Volatility Equity ETF $199,884 1.63% 0.39%
DRUP GraniteShares Nasdaq Select Disruptors ETF $46,748 -7.77% 0.60%
POWA Invesco Bloomberg Pricing Power ETF $195,004 -2.01% 0.40%
BMVP Invesco Bloomberg MVP Multi-factor ETF $101,522 7.15% 0.29%
QQQY Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF $182,764 8.98% 1.01%
LRGC AB US Large Cap Strategic Equities ETF $1,226,410 5.63% 0.39%
HELO JPMorgan Hedged Equity Laddered Overlay ETF $4,032,690 1.26% 0.50%
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF $63,350 14.98% 0.50%
BLCR iShares Large Cap Core Active ETF $6,022,700 15.85% 0.36%
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $4,538,570 14.91% 0.29%
GPIX Goldman Sachs S&P 500 Premium Income ETF $4,310,430 8.04% 0.29%
LQAI LG QRAFT AI-Powered U.S. Large Cap Core ETF $2,276 19.18% 0.75%
FELC Fidelity Enhanced Large Cap Core ETF $7,799,920 8.57% 0.18%
BCUS Bancreek U.S. Large Cap ETF $107,784 12.00% 0.70%
ISPY ProShares S&P 500 High Income ETF $1,266,340 7.19% 0.56%
QQQI NEOS Nasdaq 100 High Income ETF $12,222,300 9.80% 0.68%
FYEE Fidelity Yield Enhanced Equity ETF $187,118 4.86% 0.28%
CPSM Calamos S&P 500 Structured Alt Protection ETF - May $54,656 2.08% 0.69%
KSPY KraneShares Hedgeye Hedged Equity Index ETF $96,211 4.70% 0.88%
QQA Invesco QQQ Income Advantage ETF $732,226 11.38% 0.29%
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF $855,837 7.98% 0.29%
FLCC Federated Hermes MDT Large Cap Core ETF $120,892 6.48% 0.29%
SPYM State Street SPDR Portfolio S&P 500 ETF $140,550,000 8.52% 0.02%
WDTE Defiance S&P 500 Weekly Distribution ETF $65,303 6.06% 1.03%
QBIG Invesco Top QQQ ETF $35,857 2.63% 0.29%
QQLV Invesco QQQ Low Volatility ETF $1,972 3.66% 0.25%
ACLC American Century Large Cap Equity ETF $309,715 5.81% 0.39%
BUFM AB Moderate Buffer ETF $411,548 2.85% 0.69%
BRIF FIS Bright Portfolios Focused Equity ETF $146,188 18.60% 0.65%
OMAH VistaShares Target 15 Berkshire Select Income ETF $797,856 5.68% 0.95%
WTPI WisdomTree Equity Premium Income Fund $477,070 3.06% 0.44%
QQHG Invesco QQQ Hedged Advantage ETF $13,031 9.10% 0.45%
BOBP CORE16 Best of Breed Premier Index ETF $617 22.20% 0.70%
BLUX Bluemonte Dynamic Total Market ETF $548,389 12.43% 0.25%
USEW Cambria US EW ETF $185,250 8.00% 0.30%

Mid Cap Blend Equities ETFs

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

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
CZA Invesco Zacks Mid-Cap ETF $182,737 8.00% 0.69%
FNX First Trust Mid Cap Core AlphaDEX Fund $1,357,670 13.25% 0.62%
IWR iShares Russell Midcap ETF $54,820,400 12.19% 0.18%
DON WisdomTree U.S. MidCap Dividend Fund $3,914,980 9.50% 0.38%
EPU iShares MSCI Peru and Global Exposure ETF $516,529 18.51% 0.59%
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF $11,513 8.32% 0.42%
PTMC Pacer Trendpilot US Mid Cap ETF $396,704 14.52% 0.60%
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF $445,766 14.24% 0.24%
NUMV Nuveen ESG Mid-Cap Value ETF $449,514 10.51% 0.31%
FLQM Franklin U.S. Mid Cap Multifactor Index ETF $1,547,660 3.11% 0.30%
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF $17,640,000 14.68% 0.03%
XMHQ Invesco S&P MidCap Quality ETF $5,325,530 8.39% 0.25%
XJH iShares ESG Select Screened S&P Mid-Cap ETF $401,241 14.22% 0.12%
MGMT Ballast Small/Mid Cap ETF $177,012 12.64% 1.10%
MIDE Xtrackers S&P MidCap 400 Scored & Screened ETF $3,368 14.24% 0.15%
IMCB iShares Morningstar Mid-Cap ETF $1,580,830 14.08% 0.04%
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF $424,936 15.10% 0.15%
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF $1,388,740 11.54% 0.60%
TMFX Motley Fool Next Index ETF $31,561 3.48% 0.50%
CVMC Calvert US Mid-Cap Core Responsible Index ETF $98,698 15.11% 0.15%
GRPM Invesco S&P MidCap 400 GARP ETF $473,534 8.10% 0.35%
FMDE Fidelity Enhanced Mid Cap Core ETF $7,017,740 9.47% 0.23%
KMID Virtus KAR Mid-Cap ETF $47,745 2.64% 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 $909,019 12.03% 0.38%
RWK Invesco S&P MidCap 400 Revenue ETF $1,250,710 15.06% 0.39%
GSC Goldman Sachs Small Cap Equity ETF $269,582 18.75% 0.75%
IWM iShares Russell 2000 ETF $78,478,100 18.18% 0.19%
IJR iShares Core S&P Small-Cap ETF $104,737,000 18.58% 0.06%
EES WisdomTree U.S. SmallCap Fund $689,055 15.87% 0.38%
FDM First Trust Dow Jones Select MicroCap Index Fund $250,700 12.36% 0.60%
VB Vanguard Small Cap ETF $78,102,500 14.53% 0.03%
FYX First Trust Small Cap Core AlphaDEX Fund $1,279,750 22.14% 0.58%
IWC iShares Micro-Cap ETF $1,392,590 19.16% 0.60%
PRFZ Invesco RAFI US 1500 Small-Mid ETF $2,689,300 14.55% 0.34%
DES WisdomTree U.S. SmallCap Dividend Fund $2,106,670 19.30% 0.38%
IWN iShares Russell 2000 Value ETF $13,900,100 19.42% 0.24%
SCHA Schwab U.S. Small-Cap ETF $22,564,000 21.07% 0.04%
VIOO Vanguard S&P Small-Cap 600 ETF $3,939,560 18.55% 0.07%
SMDV ProShares Russell 2000 Dividend Growers ETF $666,498 13.13% 0.40%
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund $385,989 17.62% 0.38%
FNDA Schwab Fundamental U.S. Small Company ETF $8,948,460 17.19% 0.25%
SMLL Harbor Active Small Cap ETF $13,358 3.25% 0.80%
SMLF iShares U.S. Small‑Cap Equity Factor ETF $3,929,180 15.71% 0.15%
ALTY Global X Alternative Income ETF $44,164 6.34% 0.50%
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF $255,286 10.93% 0.35%
VAMO Cambria Value & Momentum ETF $104,712 5.46% 0.65%
SMCP SMART Mid Cap ETF $3,280 12.19% 0.79%
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF $1,696,840 6.88% 0.40%
SCAP Infrastructure Capital Small Cap Income ETF $20,607 12.30% 0.80%
PSC Principal U.S. Small-Cap ETF $2,155,300 15.96% 0.38%
ISMD Inspire Small/Mid Cap ETF $314,766 25.95% 0.48%
OUSM ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF $876,643 7.23% 0.48%
CALF Pacer US Small Cap Cash Cows ETF $3,496,690 13.58% 0.59%
SQLV Royce Quant Small‑Cap Quality Value ETF $27,260 16.89% 0.60%
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $15,773,100 18.55% 0.03%
USVM VictoryShares US Small Mid Cap Value Momentum ETF $1,631,990 17.87% 0.29%
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $10,944,800 9.81% 0.59%
IZRL ARK Israel Innovative Technology ETF $137,724 1.51% 0.49%
MJ Amplify Alternative Harvest ETF $133,272 -11.21% 0.75%
VPC Virtus Private Credit Strategy ETF $31,697 -9.39% 10.60%
CNBS Amplify Seymour Cannabis ETF $94,741 8.25% 0.76%
OVS Overlay Shares Small Cap Equity ETF $28,231 20.16% 0.83%
ROSC Hartford Multifactor Small Cap ETF $59,032 16.52% 0.34%
AFMC First Trust Active Factor Mid Cap ETF $167,605 17.31% 0.68%
AFSM First Trust Active Factor Small Cap ETF $100,833 18.63% 0.75%
TPSC Timothy Plan US Small Cap Core ETF $334,194 12.34% 0.52%
HSMV First Trust Horizon Managed Volatility Small/Mid ETF $31,912 6.07% 0.80%
SIXS ETC 6 Meridian Small Cap Equity ETF $129,726 10.95% 0.50%
MSOS AdvisorShares Pure US Cannabis ETF $1,125,080 11.65% 0.97%
XJR iShares ESG Select Screened S&P Small-Cap ETF $141,220 18.47% 0.12%
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity Fund $695,628 18.08% 0.09%
ISCB iShares Morningstar Small-Cap ETF $274,090 12.54% 0.04%
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF $241,010 19.49% 0.15%
AVSC Avantis U.S Small Cap Equity ETF $2,841,210 20.58% 0.25%
RYLG Global X Russell 2000 Covered Call & Growth ETF $8,131 13.15% 0.35%
STXK Strive Small-Cap ETF $80,044 12.77% 0.18%
HAPS Harbor Human Capital Factor US Small Cap ETF $160,491 13.38% 0.61%
IWMY Defiance R2000 Enhanced Options & 0DTE Income ETF $97,878 12.25% 1.05%
FESM Fidelity Enhanced Small Cap Core ETF $5,279,190 21.70% 0.28%
SMCF Themes US Small Cap Cash Flow Champions ETF $2,998 15.88% 0.29%
GRPZ Invesco S&P SmallCap 600 GARP ETF $2,410 15.66% 0.35%
IWMI NEOS Russell 2000 High Income ETF $922,568 14.23% 0.68%
FSCC Federated Hermes MDT Small Cap Core ETF $279,725 17.23% 0.36%
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