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
9
8
Active
Options-based
2.040
45
26
17
Active
Market Neutral
0.450
52
4
42
Passive
Market Neutral
0.450
1
1
37
Passive
Energy Limited Partnership
0.650
42
34
13
Passive
Energy Limited Partnership
0.950
Passive
World Allocation
0.370
41
46
41
Active
Emerging-Markets Local-Currency Bond
0.590
16
28
Active
Allocation--50% to 70% Equity
0.950
Passive
India Equity
0.750
18
54
13
Passive
Consumer Defensive
0.130
23
14
10
Passive
Options-based
1.090
62
34
Active
Small Blend
0.450
68
70
Passive
World Allocation
0.840
22
13
Active
Muni National Interm
0.350
8
12
Active
Corporate Bond
0.360
35
23
28
Active
Large Value
0.290
49
24
Passive
Short-Term Bond
0.360
10
8
15
Active
Communications
0.084
35
26
30
Passive
Consumer Defensive
0.084
30
20
19
Passive
Equity Energy
0.084
50
35
36
Passive
Financial
0.084
37
41
21
Passive
Health
0.084
65
40
32
Passive
Technology
0.084
42
14
26
Passive
Natural Resources
0.084
30
23
22
Passive
Real Estate
0.084
37
30
20
Passive
Utilities
0.084
36
32
24
Passive
Large Value
0.290
5
8
Passive
Financial
0.130
26
26
17
Passive
Large Blend
0.580
46
35
30
Passive
Technology
0.520
59
53
59
Passive
Small Value
0.600
62
43
15
Passive
Long-Short Equity
0.950
46
32
18
Active
Short-Term Bond
0.670
90
79
7
Active
Natural Resources
0.650
52
46
41
Passive
Equity Energy
0.600
22
23
Passive
Preferred Stock
0.850
52
48
13
Active
Large Value
0.500
27
23
Passive
Miscellaneous Sector
0.550
Passive
Foreign Large Value
0.470
28
41
35
Passive
Foreign Large Value
0.470
24
34
15
Passive
Foreign Large Value
0.390
29
28
13
Passive
Large Value
0.370
14
20
16
Passive
Ultrashort Bond
0.250
17
20
32
Active
World Large Stock
0.420
37
30
Passive
Infrastructure
0.470
13
19
28
Passive
Large Blend
0.320
15
9
Passive
Large Value
0.320
2
7
10
Passive
Muni National Long
0.300
7
4
Active
Large Blend
0.150
72
42
Passive
Small Blend
0.350
46
26
Passive
Miscellaneous Region
0.560
Passive
Natural Resources
0.750
1
16
1
Passive
Large Blend
0.290
23
25
Passive
Options-based
0.600
85
48
13
Passive
Preferred Stock
0.230
17
11
Passive
High Yield Bond
0.340
23
15
Passive
Corporate Bond
0.140
33
25
Passive
Europe Stock
0.250
39
30
Passive
Foreign Large Blend
0.250
50
28
Passive
Japan Stock
0.250
48
26
Passive
Small Blend
0.200
32
28
Passive
Large Value
0.190
19
19
24
Passive
Intermediate Core-Plus Bond
0.300
23
15
Active
Industrials
0.130
52
39
36
Passive
Real Estate
0.350
36
22
17
Active
Industrials
0.590
85
61
16
Passive
Diversified Emerging Mkts
0.300
10
18
9
Passive
Large Value
0.620
31
32
35
Passive
China Region
0.700
21
52
8
Passive
Large Value
0.070
44
15
Passive
Consumer Defensive
0.600
46
44
46
Passive
Mid-Cap Growth
0.620
35
34
51
Passive
Large Growth
0.560
58
55
53
Passive
Mid-Cap Blend
0.580
39
66
53
Passive
Preferred Stock
0.610
12
17
21
Passive
Foreign Small/Mid Value
0.490
25
20
19
Passive
Large Value
0.390
27
29
23
Passive
Mid-Cap Value
0.520
90
61
19
Passive
India Equity
0.780
8
14
25
Passive
Natural Resources
0.610
17
40
50
Passive
Technology
0.600
18
46
49
Passive
Muni National Long
0.280
36
32
27
Passive
Muni New York Long
0.280
6
14
14
Passive
Preferred Stock
0.520
34
21
29
Passive
Large Blend
0.040
14
13
Passive
Mid-Cap Blend
0.200
29
34
28
Passive
Mid-Cap Blend
0.350
53
33
Passive
Consumer Defensive
0.400
63
54
37
Passive
Industrials
0.400
25
9
12
Passive
Foreign Large Value
0.300
79
21
Passive

Sponsor Center