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
| Category | Top graded fund | Category return, YTDReturn YTDIts funds’ return since 1 January, weighted by assets. | Assets | Funds | Cheapest fund | A or B share |
|---|
| Category | Top graded fund | Category return, YTDReturn YTDIts funds’ return since 1 January, weighted by assets. | Assets | Funds | Cheapest fund | A or B share |
|---|---|---|---|---|---|---|
Built for this goal | ||||||
Factor & Screened Index | ||||||
| US Value Index | ASCHV | +19.5% | $499B | 40 | AVTV | 24 of 40 |
| US Multifactor | AVONV | +12.4% | $350B | 99 | AVYM | 50 of 99 |
| US Factor Index | AMGV | +8.6% | $121B | 30 | Also top graded | 12 of 30 |
| US Quality Index | AJQUA | +13.3% | $121B | 26 | Also top graded | 13 of 26 |
| International Value Index | ADFIV | +13.4% | $67.3B | 12 | BVDV | 7 of 12 |
| International Multifactor | AGSWO | +10.1% | $52.8B | 30 | Also top graded | 13 of 30 |
| International Factor Index | AEFAV | +5.9% | $37.2B | 15 | BVDG | 7 of 15 |
| International Quality Index | AQLVD | +11.1% | $22.1B | 6 | Also top graded | 4 of 6 |
| Emerging Markets Factor Index | AEEMV | +10.0% | $16.9B | 10 | Also top graded | 4 of 10 |
| Emerging Markets Multifactor | AEMGF | +8.3% | $11.3B | 20 | BQLVE | 9 of 20 |
Active Equity | ||||||
| US Active Equity | ADFAU | +8.1% | $266B | 121 | ATACU | 52 of 121 |
| US Active Value | AAVLV | +19.5% | $107B | 64 | AWTV | 27 of 64 |
| International Active Equity | AAVDE | +9.0% | $83.6B | 55 | ATACN | 23 of 55 |
| US Active Growth | AJUSA | −2.5% | $63.7B | 90 | AFELG | 36 of 90 |
| US Active Small-Cap | AAVSC | +17.9% | $45.6B | 39 | Also top graded | 17 of 39 |
| Emerging Markets Active Equity | AAVEM | +8.0% | $43.1B | 27 | Also top graded | 9 of 27 |
| International Active Value | AAVIV | +12.2% | $33.5B | 18 | Also top graded | 7 of 18 |
| US Active Small/Mid-Cap | AAVMC | —No data | $26.7B | 47 | Also top graded | 18 of 47 |
| Global Active Equity | AAVGE | +5.5% | $26.5B | 44 | AAVTM | 19 of 44 |
| Global Active Growth | ACGGO | +5.2% | $13.2B | 8 | Also top graded | 2 of 8 |
| US Active Sector | AAVRE | +4.7% | $12.3B | 35 | CTRUF | 12 of 35 |
| US Active Quality | ANPFE | +10.6% | $9.3B | 16 | Also top graded | 6 of 16 |
| US Active Momentum | AJMOM | +6.2% | $8.15B | 20 | Also top graded | 7 of 20 |
| International Active Growth | BCGXU | +2.8% | $7.9B | 14 | —PJIN | 4 of 14 |
| Global Active Value | AAVGV | +13.8% | $7.56B | 15 | Also top graded | 7 of 15 |
| US Active Contrarian Value | ADFAL | —No data | $6.3B | 8 | Also top graded | 4 of 8 |
| Emerging Markets Active Growth | ACGNG | +0.6% | $3.32B | 9 | AFFEM | 2 of 9 |
| Global Active Quality / Moat | BMOTG | —No data | $1.51B | 5 | Also top graded | 2 of 5 |
Accelerated Upside | ||||||
| S&P 500 Accelerated, 15% Buffer | CXMAR | +6.2% | $704M | 7 | CCTAU | 0 of 7 |
| S&P 500 Accelerated, 9-12% Buffer | BXBAP | +7.6% | $383M | 6 | Also top graded | 2 of 6 |
| S&P 500 Accelerated | ATWOX | +6.3% | $253M | 12 | Also top graded | 7 of 12 |
| Nasdaq-100 Accelerated | BQBQV | —No data | $199M | 8 | CQAU | 2 of 8 |
Also fits this goal | ||||||
Active Equity | ||||||
| US Active Dividend Income | ACGDV | +10.7% | $48.6B | 40 | BVUS | 14 of 40 |
| US Active Low Volatility | ASELV | +9.4% | $4.23B | 10 | Also top graded | 5 of 10 |
Major Indexes | ||||||
| Trend-Following / Tactical Index | AWAMA | +5.5% | $10B | 20 | Also top graded | 9 of 20 |
Multi-Asset & Alternatives | ||||||
| Tactical Allocation | AENDW | +5.7% | $4.4B | 46 | Also top graded | 23 of 46 |
ETF lists for this Goal: Best-performing ETFs.