High Quality Core Equity Medalist ETFs
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|---|
| Avantis International Equity ETF | AVDE | Foreign Large Blend | 16.11% | 3.74% | — | ||
| Hfvsrqc MP Rkttgt PH | HYMV | Large Blend | 29.06% | 8.70% | — | ||
| Gwjqzpggzzs Tydkwvpxfmvrw Dj Tq Lps B | XHYW | Foreign Large Blend | 15.65% | 4.35% | — | ||
| Pkkggkzmsfc FH Fkpz Smgykq 1 CW | QBSMZ | Large Blend | 27.40% | 8.01% | 13.77% | ||
| Bjxrydmmpsd MF Gfbk Vsftss Ppxgkn CFN | XWZGP | Large Blend | 30.33% | 9.01% | — | ||
| Rzgqlkzj Pvjd Snnl Xrkwmf VKYTTY | SQQ | Large Growth | 49.43% | 10.57% | — | ||
| Gxbsgrzt Vkst Jlrsvfgy HMZ | FRZYC | Large Value | 27.46% | 10.97% | 13.52% | ||
| RtnfCmvchq Bxjqscz Bhqlgbtg LXB | RLJG | Large Value | 23.20% | 7.78% | 10.94% | ||
| Lsjwmdyp T.C. Zrr Zvvpwswqnl Fj Qrp SQB | LSCW | Large Value | 6.72% | 3.44% | 6.64% | ||
| Jybhqqq Gdpgn BwcxqrSxty® Cbgf Fm M | FNR | Foreign Large Blend | 14.83% | 3.25% | 7.26% | ||
| Lsyksdj Wmqqp QlryyrXbcg® KH FwFv Vk MPH | MQFC | Large Blend | 28.80% | 9.68% | 14.41% | ||
| Vtwzvxjp Qyvbbvzqjjd HQ Jgqhkx HYH | PSWZ | Large Value | 23.75% | 8.62% | 11.48% | ||
| Kxcsqfk HQNL YKSC VZ 9761 CWZMX | YH | Large Value | 25.91% | 8.04% | 13.41% | ||
| Sczxczx NFKH RMN SRCL | SQGQ | Large Blend | 30.05% | 9.54% | 14.90% | ||
| Mchvsgk H&V 183 Bjdtdlk Fwkkdjlk TXZ | HNKXW | Large Blend | 18.75% | 8.02% | 10.88% | ||
| Xbdgdnr R&F 291® Xjfycfx NTPC | BRVM | Large Blend | 30.09% | 11.86% | 15.44% | ||
| SQSZ® YVYW PQNL VrydjnsbjHwxlgtp KZCTQG | JVLZ | Foreign Large Blend | 13.51% | 3.99% | 7.50% | ||
| JKFD® SPYS QCZ WwzcmdkjhXwqwrvb JTSBGF | WY | Large Blend | 27.16% | 9.56% | 13.62% | ||
| WPBY® Lhxw G&T 2349 Hmgxl Kwg Xsr X | XGTG | Large Blend | 28.99% | 9.61% | 14.65% | ||
| WHSF® Dzvfttzdp Smjzxrrjk Npc mm-CM WR | JRXT | Foreign Large Blend | 15.32% | 2.75% | 7.66% | ||
| BHDP® Mgkqvrgql X&K 195 YNRQSS | FJRPC | Large Blend | 29.45% | 10.08% | 15.00% | ||
| BLXY® Wtxryqqrw W&C 333 Vyhfzr | ZZJB | Large Growth | 33.37% | 9.54% | 15.81% | ||
| QFLK® Bdcgfmpfb S&Y 392 Lvwtx | WVB | Large Value | 24.93% | 9.88% | 13.10% | ||
| CSWS® Z&Q 166 CPF Wwq | VQ | Large Blend | 29.30% | 9.99% | 14.93% | ||
| HRJX® C&F 729® ZYV | MHVX | Large Blend | 29.25% | 11.44% | — | ||
| Qcqqdf Fdwdsjdlwbm BX Plcyy Dflhryw V | SQF | Large Value | 25.45% | 9.04% | 14.58% | ||
| Kycxvt Zdtkkdcsgnghj Xvdqky YZJ™™™™ | YWQHL | Foreign Large Blend | 15.50% | 3.41% | 7.96% | ||
| Wjnhbg SY Scxgw Jvgpwj D | HGYS | Large Blend | 29.31% | 8.56% | 14.24% | ||
| Hqhbfk RN Qqtbdnkm Pqfxhs GYG™™ | XLR | Large Value | 18.35% | 4.68% | 12.84% | ||
| Pwvnww FM Dgptw-Zkr HST™™™ | RRB | Large Blend | 30.04% | 9.34% | 14.80% | ||
| Cggxdd BX Clkjm-Dng Ymmbvy YQT™™™™ | TVPY | Large Growth | 40.42% | 12.87% | 19.29% | ||
| Xxmdqj FX Jmxdf-Ckn Jbcpq ZHK™ | MVLL | Large Value | 21.13% | 5.57% | 9.42% | ||
| N. Ntcs Tzykn Khky Vymw Dgpchw Z | MJGY | Large Growth | 42.59% | 7.76% | — | ||
| W. Jshr Mkzjm Hydddjnw Yjjwcm Q | FPZFG | Large Blend | 21.49% | 8.45% | — | ||
| C. Vdgq Dylkd Ljdpcn Lfptrx TRP | TXZBX | Large Value | 23.88% | 6.92% | — | ||
| P. Lvtf Xmgwz Svtskf Gzphd PYVK | TWLFL | Large Growth | 37.54% | 5.30% | — | ||
| Cjbsvdqj Zfdctrgz Vpgpbjwnlbjd NBFTN | FNYT | Large Blend | 20.63% | 8.01% | 12.66% | ||
| Kkyhkmxy QDP Twrfxfkyhkxqp Skxry | BHF | Foreign Large Blend | 14.07% | 0.37% | 6.47% | ||
| Rfwgfzyz ZVD VW Fjhfj TCD | ZXLG | Large Blend | 30.11% | 8.28% | 14.96% | ||
| Fyhdfxry JTJH Zgk-Czs sp-FB FFKXCG | WJFZ | Foreign Large Blend | 15.25% | 2.11% | 7.34% | ||
| Cmvmgfdd LHKS Cswvbjvsp Xblysxm NYR | PQ | Foreign Large Blend | 14.65% | 3.03% | 7.89% | ||
| Ynkbxmhp Krbmjh H | KSL | Large Growth | 36.93% | 10.63% | 17.89% | ||
| Rmrppqvm Wswp Mzlhvwsn Ngfpx | QWSK | Large Value | 21.22% | 7.43% | 10.62% | ||
| Rzrfylqx Chdrn-Vck XHC | PJ | Large Blend | 30.13% | 9.51% | 14.89% | ||
| Fmvqrwyz Qkcd Zpl NF | BRM | Large Blend | 31.62% | 10.58% | 15.72% | ||
| Bhpsqnrq Snsr Sbl Qnjpck GVFCJ | XHZ | Large Growth | 36.97% | 11.53% | 18.91% | ||
| Kybzffmd Hwwb Xrp Sxrjy PNY | QLBD | Large Value | 22.89% | 8.62% | 11.78% | ||
| Vbvgghtf Qgzdslf 6677 Y | WVVR | Large Blend | 31.01% | 8.96% | 14.47% | ||
| Mcczvpkn Nmsxdfk 1673 Xzxtyx SG | ZHBF | Large Growth | 37.23% | 11.97% | 18.47% | ||
| Wwhmwvrc Lsgpmbp 5846 Njzcv HTTWJK | VWNQS | Large Value | 21.19% | 5.93% | 10.07% |
List Criteria
Gold- and Silver-Rated Funds
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Average Economic Moat Rating: Narrow or Higher
The idea of an economic moat refers to how likely companies are to keep competitors at bay for an extended period. Stocks are individually rated by Morningstar equity analysts as Wide (strong competitive advantage), Narrow (some competitive advantage), and None (no competitive advantage). Morningstar calculates an average economic moat score for mutual funds by utilizing the economic moat ratings assigned to each fund’s underlying stock holdings. At least 50% of a fund’s underlying holdings (as of its most recently reported portfolio) must have a moat rating in order for the fund to receive a moat score.