Core Medalist ETFs
Whether you’re discussing fitness or investing, having a strong core is important. For most investors, the core of an investment portfolio should include a diversified mix of stocks and bonds. Here we highlight ETFs from core stock and bond categories that also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. The Medalist Rating is a forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
Name
|
Morningstar Category
|
Active/Passive Strategy Type
|
Adjusted Expense Ratio
|
Medalist Rating
Overall
| |
|---|---|---|---|---|---|
| AB Core Bond ETF
CORB
| Intermediate Core Bond | Active-Discretionary | 0.280% | ||
| AB Corporate Bond ETF
EYEG
| Corporate Bond | Active-Systematic | 0.300% | ||
| AB International Low Volatility Equity ETF
ILOW
| Foreign Large Blend | Active-Discretionary | 0.500% | ||
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ZMGGX
| Large Value | Active-Discretionary | 0.350% | ||
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NRKNL
| Large Growth | Active-Discretionary | 0.560% | ||
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GWHL
| Large Growth | Active-Discretionary | 0.560% | ||
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VZCHH
| Small Blend | Active-Discretionary | 0.380% | ||
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VSZF
| Large Value | Active-Discretionary | 0.350% | ||
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XVPT
| Large Blend | Active-Discretionary | 0.480% | ||
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XHQXF
| Large Value | Active-Systematic | 0.520% | ||
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SFH
| Large Value | Passive-Index Tracking | 0.190% | ||
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YVH
| Large Growth | Active-Discretionary | 0.450% | ||
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PSP
| Large Value | Active-Discretionary | 0.420% | ||
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PKKPQ
| Large Growth | Passive-Index Tracking | 0.290% | ||
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WCZT
| Large Blend | Active-Systematic | 0.490% | ||
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VDXCX
| Large Blend | Active-Discretionary | 0.450% | ||
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LHSLH
| Foreign Large Blend | Active-Discretionary | 0.310% | ||
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CWKG
| Intermediate Core Bond | Active-Systematic | 0.150% | ||
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FJVL
| Foreign Large Blend | Active-Systematic | 0.230% | ||
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XSBW
| Foreign Large Blend | Active-Systematic | 0.230% | ||
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WFZD
| Large Blend | Active-Systematic | 0.150% | ||
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STTM
| Large Blend | Active-Systematic | 0.150% | ||
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FXJQ
| Large Growth | Active-Systematic | 0.150% | ||
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ZVJQ
| Large Blend | Active-Systematic | 0.150% | ||
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ZVMH
| Large Value | Active-Systematic | 0.150% |