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4-Star ETFs

Funds whose risk-adjusted returns fall within the top 32.5% relative to category peers receive a 4-star rating.

Name
Ticker
Morningstar Category
Adjusted Expense Ratio %
Return Rank in Category 1Y %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Active or Passive
Short-Term Bond
0.760
24
58
31
Active
Derivative Income
2.020
79
52
45
Active
Energy Limited Partnership
0.350
51
27
8
Passive
Mid-Cap Value
0.290
22
13
Passive
Energy Limited Partnership
0.950
Passive
Foreign Small/Mid Value
0.590
21
25
22
Active
Allocation--50% to 70% Equity
0.950
Passive
Consumer Cyclical
0.120
98
69
42
Passive
Options Trading
1.090
92
45
Active
Large Blend
0.110
27
30
19
Active
Small Value
0.340
43
52
47
Active
Corporate Bond
0.360
46
22
34
Active
Large Value
0.290
60
14
Passive
Short-Term Bond
0.360
66
15
33
Active
Ultrashort Bond
0.150
58
16
Passive
Communications
0.084
21
17
28
Passive
Consumer Defensive
0.084
57
13
31
Passive
Equity Energy
0.084
69
24
30
Passive
Financial
0.084
50
33
29
Passive
Health
0.084
37
33
45
Passive
Technology
0.084
65
32
36
Passive
Natural Resources
0.084
58
30
31
Passive
Real Estate
0.085
63
36
21
Passive
Intermediate Core-Plus Bond
0.360
43
22
25
Active
Large Value
0.290
38
8
Passive
Intermediate Core Bond
0.510
5
18
Active
Financial
0.120
48
26
21
Passive
Large Value
0.500
85
20
Passive
Small Value
0.600
79
59
15
Passive
Financial
0.620
11
19
33
Passive
Preferred Stock
0.850
62
18
Active
Latin America Stock
0.800
67
73
56
Passive
Long-Short Equity
1.550
57
43
33
Active
Short Government
0.680
10
69
8
Active
Muni National Interm
0.500
17
17
7
Active
Natural Resources
0.670
26
37
37
Passive
High Yield Muni
0.550
6
12
Active
Technology
0.570
55
48
40
Passive
Preferred Stock
0.850
42
27
17
Active
Europe Stock
0.830
32
66
33
Active
Bank Loan
0.860
65
17
48
Active
Mid-Cap Value
0.600
16
18
Passive
Nontraditional Bond
0.760
64
22
Active
Intermediate Core-Plus Bond
0.560
84
28
Active
Large Value
0.500
33
20
Passive
Large Value
0.700
84
48
78
Passive
Intermediate Core Bond
0.350
50
20
Active
Foreign Large Value
0.470
47
21
45
Passive
Foreign Large Value
0.390
33
29
18
Passive
Large Value
0.370
40
18
12
Passive
Infrastructure
0.470
24
22
24
Passive
Large Blend
0.320
38
11
Passive
Europe Stock
0.090
93
24
Passive
Japan Stock
0.090
32
39
Passive
Japan Stock
0.090
13
17
Passive
Muni National Long
0.300
82
18
Active
Bank Loan
0.450
77
42
Active
World Large-Stock Value
0.450
55
16
55
Passive
Small Blend
0.350
75
59
Passive
Large Value
0.750
76
18
Passive
Miscellaneous Region
0.510
Passive
Natural Resources
0.750
5
1
1
Passive
Energy Limited Partnership
0.450
31
21
12
Passive
Derivative Income
0.600
87
47
1
Passive
Large Blend
0.290
46
24
19
Passive
Preferred Stock
0.230
36
31
Passive
High Yield Bond
0.340
80
40
Passive
Corporate Bond
0.140
81
41
Passive
Small Blend
0.200
38
33
Passive
Large Blend
0.200
53
22
Passive
Foreign Large Value
0.290
75
45
Passive
Large Value
0.190
75
66
26
Passive
Muni National Interm
0.290
28
11
Active
Short-Term Bond
0.290
22
20
Active
Intermediate Core-Plus Bond
0.290
57
25
Active
Industrials
0.120
67
56
66
Passive
Large Blend
0.350
39
18
Passive
Real Estate
0.350
82
41
27
Active
Industrials
0.590
91
73
43
Passive
Diversified Emerging Mkts
0.300
19
23
19
Passive
China Region
0.700
59
41
20
Passive
Allocation--15% to 30% Equity
0.360
40
15
Active
Large Value
0.530
91
19
48
Passive
Large Value
0.070
78
31
22
Passive
Consumer Defensive
0.600
13
69
24
Passive
Diversified Emerging Mkts
0.900
8
27
24
Passive
Industrials
0.600
73
11
39
Passive
Technology
0.570
10
8
4
Passive
Foreign Small/Mid Value
0.490
77
35
35
Passive
Large Value
0.390
20
16
15
Passive
Natural Resources
0.750
97
12
27
Passive
Mid-Cap Value
0.520
77
67
81
Passive
India Equity
0.780
93
28
25
Passive
Foreign Large Blend
0.550
1
17
4
Passive

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