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In Goals

Best ETFs for Outperforming the S&P 500

Funds that try to do better than a plain index: active managers, factor strategies, leveraged index funds and concentrated bets. Trying is not the same as succeeding, and the Grade measures how well a fund does its own job, not whether it beat the S&P 500. Each fund is graded against the other funds in its own category.

Categories for Beat the Market

The categories for Beat the Market, by Group
CategoryFundsAssetsCategory return, YTDA or B shareTop graded fundCheapest fund

Built for this goal

Factor & Screened Index

US Value Index40$605B+18.6%24 of 40ASCHVBRAUS
US Multifactor99$367B+14.3%49 of 99AVONVAVYM
US Factor Index30$126B+15.5%13 of 30AMGVAMGV
US Quality Index26$119B+16.2%15 of 26AQUALAJQUA
International Value Index12$66.2B+14.8%8 of 12ADFIVBVDV
International Multifactor30$52.1B+11.3%13 of 30AINTFAGSWO
International Factor Index15$36.7B+8.3%9 of 15AEFAVBVDG
International Quality Index6$21.7B+12.2%4 of 6AQLVDAQLVD
Emerging Markets Factor Index10$17.5B+17.2%4 of 10AEEMVAEEMV
Emerging Markets Multifactor20$11.7B+16.6%8 of 20AEMGFBQLVE

Active Equity

US Active Equity124$270B+12.4%53 of 124AAVLCAAAUS
US Active Value66$103B+19.5%28 of 66ASEIVAWTV
International Active Equity55$81.8B+11.3%23 of 55AAVDEATACN
US Active Growth90$65.3B+4.8%37 of 90AJUSAAFELG
US Active Small-Cap39$44.8B+17.2%17 of 39AAVSCAAVSC
Emerging Markets Active Equity27$44.3B+17.4%11 of 27AAVEMAAVEM
International Active Value18$33.2B+15.8%6 of 18AAVIVAAVIV
Global Active Equity44$26.4B+9.2%18 of 44AAVGEAAVGE
US Active Small/Mid-Cap47$26B—15 of 47AAVMCAAVMC
Global Active Growth8$13.1B+8.9%2 of 8AFFNDAFFND
US Active Sector35$11.8B+11.1%10 of 35AAVRECTRUF
US Active Quality17$9.29B+12.0%7 of 17ANPFEAPSET
US Active Momentum21$8.3B+14.2%8 of 21AJMOMAJMOM
International Active Growth14$8.09B+10.9%7 of 14BCGXU—PJIN
Global Active Value15$7.23B+13.8%6 of 15AAVGVAAVGV
US Active Contrarian Value8$6.1B—4 of 8ADFALADFAL
Emerging Markets Active Growth9$3.36B+8.8%2 of 9ACGNGAFFEM
Global Active Quality / Moat5$1.51B—2 of 5BFITZBMOTG

Accelerated Upside

S&P 500 Accelerated, 15% Buffer7$705M+7.4%2 of 7BXJUN—CTAU
S&P 500 Accelerated, 9-12% Buffer6$380M+9.4%2 of 6BXBAPBXBAP
S&P 500 Accelerated12$251M+10.6%5 of 12ATWOXCBFXU
Nasdaq-100 Accelerated8$209M—2 of 8AQBQV—QAU

Also fits this goal

Active Equity

US Active Dividend Income40$47.8B+13.3%16 of 40ACGDVAVUS
US Active Low Volatility10$3.93B+10.4%5 of 10ASELVASELV

Major Indexes

Trend-Following / Tactical Index20$10.2B+10.9%11 of 20APTINBTRND

Multi-Asset & Alternatives

Tactical Allocation46$4.46B+8.9%24 of 46AENDWACLSM

Other goals