Skip to Content

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
Commodities Broad Basket
0.290
59
15
Active
Short-Term Bond
0.760
25
62
30
Active
Derivative Income
2.020
33
38
30
Active
Energy Limited Partnership
0.950
Passive
World Allocation
0.370
39
45
36
Active
Allocation--50% to 70% Equity
0.950
Passive
Consumer Cyclical
0.120
89
63
41
Passive
Options Trading
1.090
98
68
Active
World Allocation
0.850
16
8
10
Active
Corporate Bond
0.360
35
24
26
Active
Short-Term Bond
0.360
46
14
32
Active
Communications
0.084
23
15
28
Passive
Consumer Defensive
0.084
76
19
25
Passive
Equity Energy
0.084
63
28
30
Passive
Financial
0.084
63
44
32
Passive
Health
0.084
66
39
46
Passive
Technology
0.084
72
31
48
Passive
Natural Resources
0.084
46
27
30
Passive
Real Estate
0.085
42
32
21
Passive
Intermediate Core-Plus Bond
0.360
49
17
17
Active
Large Value
0.290
34
10
Passive
Financial
0.120
76
37
23
Passive
Commodities Broad Basket
0.950
98
37
Active
Large Value
0.500
74
12
Passive
Small Value
0.600
58
44
15
Passive
Financial
0.620
11
10
25
Passive
Latin America Stock
0.800
30
45
45
Passive
Long-Short Equity
1.550
57
45
36
Active
Short Government
0.680
17
72
1
Active
Natural Resources
0.670
28
41
33
Passive
High Yield Muni
0.550
9
15
Active
Preferred Stock
0.850
36
22
16
Active
Europe Stock
0.830
53
81
Active
Bank Loan
0.860
77
14
50
Active
Mid-Cap Value
0.600
11
17
Passive
Intermediate Core-Plus Bond
0.560
88
20
Active
Large Value
0.500
26
14
Passive
Large Value
0.700
91
43
70
Passive
Intermediate Core Bond
0.350
55
36
Active
Inflation-Protected Bond
0.180
46
22
43
Passive
Foreign Large Value
0.470
55
33
41
Passive
Foreign Large Value
0.390
42
27
23
Passive
Large Value
0.370
23
16
11
Passive
World Large-Stock Blend
0.420
58
27
Passive
Large Blend
0.320
39
10
Passive
Large Value
0.320
55
35
24
Passive
Europe Stock
0.090
89
7
Passive
India Equity
0.190
39
47
Passive
Japan Stock
0.090
32
11
Passive
Muni National Long
0.300
79
11
Active
World Large-Stock Value
0.450
74
67
Passive
Small Blend
0.350
74
48
Passive
Miscellaneous Region
0.510
Passive
Natural Resources
0.750
7
1
1
Passive
Large Growth
0.500
3
8
Passive
Energy Limited Partnership
0.450
32
17
8
Passive
Derivative Income
0.600
31
19
1
Passive
Large Blend
0.290
47
25
Passive
High Yield Bond
0.340
76
30
Passive
Small Blend
0.200
44
22
Passive
Foreign Large Value
0.290
78
48
Passive
Small Value
0.340
71
58
37
Passive
Large Value
0.190
75
73
42
Passive
Muni National Interm
0.290
22
8
Active
Intermediate Core-Plus Bond
0.290
53
22
Active
Industrials
0.120
71
66
68
Passive
Preferred Stock
0.470
93
46
Passive
Real Estate
0.350
71
48
24
Active
Industrials
0.590
98
80
16
Passive
Diversified Emerging Mkts
0.300
22
14
17
Passive
High Yield Bond
0.420
56
26
Passive
China Region
0.700
22
35
15
Passive
Large Value
0.530
88
15
38
Passive
Natural Resources
0.600
26
48
50
Passive
Consumer Defensive
0.600
7
32
17
Passive
Diversified Emerging Mkts
0.900
37
40
54
Passive
Technology
0.570
13
12
4
Passive
Technology
0.560
51
17
28
Passive
Foreign Small/Mid Value
0.490
80
33
35
Passive
Large Value
0.390
20
12
12
Passive
Natural Resources
0.750
98
19
43
Passive
Mid-Cap Value
0.520
86
38
46
Passive
Foreign Large Blend
0.550
1
24
5
Passive
Allocation--30% to 50% Equity
0.330
23
21
Active
Muni National Long
0.280
82
49
34
Passive
Muni New York Long
0.280
84
20
17
Passive
Large Blend
0.040
39
14
Passive
Small Blend
0.060
32
11
Passive
Large Blend
0.250
31
43
21
Passive
Long-Short Equity
0.400
79
41
41
Active
Consumer Defensive
0.400
88
73
59
Passive
Large Blend
0.150
83
40
64
Passive
Foreign Large Value
0.300
93
46
Passive

Sponsor Center