ETFs
Medalist ETFs
These exchange-traded funds have what it takes to win in the long run.
Name
|
Ticker
|
Category
|
Morningstar Analyst Rating
|
Total 1-Year Return (%)
|
Total 3-Year Return (%)
|
Total 5-Year Return (%)
|
|---|---|---|---|---|---|---|
| Foreign Large Value | −4.93 | 6.16 | 2.01 | |||
| Intermediate Core Bond | 10.27 | 2.89 | 3.33 | |||
| Mid-Cap Blend | 3.08 | 10.54 | 8.94 | |||
| Mid-Cap Growth | 4.96 | 14.24 | 10.89 | |||
| Mid-Cap Blend | −3.79 | 9.96 | 8.52 | |||
| Long Government | 13.87 | 2.29 | 3.70 | |||
| Mid-Cap Value | 1.51 | 7.62 | 7.35 | |||
| Short Government | 4.29 | 1.39 | 1.19 | |||
| Foreign Large Blend | −1.40 | 6.42 | 3.21 | |||
| Long Government | 25.03 | 4.00 | 6.89 | |||
| Corporate Bond | 14.96 | 4.69 | 5.00 | |||
| Short-Term Bond | 5.10 | 2.41 | 2.08 | |||
| Inflation-Protected Bond | 7.26 | 2.12 | 2.41 | |||
| Large Value | 7.40 | 7.24 | 10.87 | |||
| Foreign Large Blend | −6.25 | 5.32 | — | |||
| Intermediate Core-Plus Bond | 9.83 | 3.65 | 3.80 | |||
| Intermediate Core Bond | 10.26 | 2.85 | 3.32 | |||
| Large Growth | 3.53 | 16.68 | 13.19 | |||
| Large Value | 3.86 | 9.25 | 7.61 | |||
| Foreign Large Blend | −1.52 | 6.08 | 3.16 | |||
| Large Blend | 3.63 | 13.33 | 10.56 | |||
| Intermediate Government | 10.41 | 2.13 | 2.81 | |||
| Foreign Large Value | −1.39 | 5.85 | — | |||
| Foreign Large Growth | 4.88 | 7.21 | — | |||
| Large Blend | 2.91 | 12.82 | 10.43 | |||
| Mid-Cap Growth | −2.79 | 9.79 | 9.30 | |||
| Muni National Interm | 8.54 | 3.02 | — | |||
| Mid-Cap Value | −2.68 | 8.19 | 7.73 | |||
| Small Blend | −9.35 | 9.32 | 9.87 | |||
| Emerging-Markets Local-Currency Bond | — | — | — | |||
| Small Value | −8.49 | 8.00 | 8.59 | |||
| Small Growth | −10.62 | 10.19 | 10.77 | |||
| Large Blend | 2.76 | 12.65 | 10.27 | |||
| Long-Term Bond | 20.20 | 6.38 | 6.93 | |||
| Large Growth | 2.85 | 15.49 | 12.55 | |||
| Small Blend | −8.96 | 8.21 | 8.20 | |||
| Large Value | 5.05 | 10.36 | 8.41 | |||
| Large Value | 4.07 | 11.80 | 9.49 | |||
| Large Growth | 4.02 | 16.10 | 12.64 | |||
| Large Blend | 3.76 | 13.04 | 10.49 | |||
| Large Blend | 4.30 | 13.90 | 11.00 | |||
| Intermediate Government | 7.52 | 2.18 | 2.62 | |||
| Foreign Large Blend | 4.47 | 10.16 | 7.10 | |||
| Muni National Short | 3.39 | 1.35 | 1.07 | |||
| Muni National Long | 9.01 | 2.71 | 3.48 | |||
| Intermediate Core-Plus Bond | 10.02 | 3.15 | 3.60 | |||
| Europe Stock | −1.33 | 6.72 | 2.98 | |||
| Diversified Pacific/Asia | −4.44 | 5.73 | 4.79 | |||
| Real Estate | 19.85 | 7.06 | 9.93 | |||
| Diversified Emerging Mkts | 1.35 | 5.29 | 2.04 | |||
| Foreign Large Blend | — | — | — | |||
| Europe Stock | −1.33 | 6.65 | 2.69 | |||
| Mid-Cap Growth | 4.85 | 12.56 | 9.98 | |||
| Europe Stock | 7.87 | 10.14 | 7.33 | |||
| Intermediate Core-Plus Bond | 9.67 | 3.36 | — | |||
| Foreign Large Blend | 3.94 | 10.04 | 6.90 | |||
| Short-Term Bond | 6.28 | 2.34 | — | |||
| Large Blend | 2.84 | 12.79 | 10.51 | |||
| Small Value | 1.81 | 10.70 | 12.89 | |||
| Large Blend | 19.56 | 14.19 | 13.08 | |||
| Foreign Large Blend | −1.89 | 6.37 | 3.40 | |||
| Large Value | 5.36 | 10.57 | 9.36 | |||
| Inflation-Protected Bond | — | — | — | |||
| Mid-Cap Value | 2.31 | 8.84 | 8.37 | |||
| Intermediate Core Bond | 11.77 | 3.54 | — | |||
| Inflation-Protected Bond | 6.94 | 2.08 | 2.31 | |||
| Mid-Cap Blend | 3.67 | 10.68 | 9.21 | |||
| Large Blend | 4.20 | 13.37 | 10.70 | |||
| Small Blend | −3.80 | 9.63 | 8.62 | |||
| Large Growth | 4.54 | 15.40 | 12.20 | |||
| Small Growth | −2.03 | 12.29 | 9.75 | |||
| Small Value | −5.47 | 7.33 | 7.61 | |||
| Large Value | 3.57 | 11.47 | 9.34 | |||
| Inflation-Protected Bond | 7.06 | 2.15 | 2.38 | |||
| Short Government | 4.37 | 1.45 | 1.25 | |||
| Intermediate Core Bond | 10.46 | 2.89 | 3.35 | |||
| Small Blend | −9.50 | 7.75 | 7.56 | |||
| Intermediate Core Bond | 12.46 | 3.08 | 3.92 | |||
| Large Blend | — | — | — | |||
| Large Value | 6.72 | 12.26 | 10.49 | |||
| Long-Term Bond | 22.04 | 5.46 | 6.79 | |||
| Diversified Emerging Mkts | −2.39 | 5.49 | 2.12 | |||
| Large Growth | 3.16 | 15.56 | 12.67 | |||
| Inflation-Protected Bond | 3.46 | 1.61 | 1.22 | |||
| Muni National Long | 9.90 | 3.70 | 4.46 | |||
| Large Value | −3.87 | 10.61 | 7.88 | |||
| Large Blend | 4.25 | 13.36 | 10.80 | |||
| Inflation-Protected Bond | 3.48 | 1.39 | 1.08 | |||
| Short-Term Bond | 5.98 | 1.95 | 1.94 | |||
| Global Real Estate | 8.60 | 6.08 | 5.59 | |||
| Large Value | 1.44 | 10.22 | 8.27 | |||
| Large Growth | 1.72 | 17.06 | 14.39 | |||
| Large Blend | 4.39 | 14.28 | 11.46 | |||
| Muni National Short | 3.96 | 1.28 | 1.16 | |||
| Large Blend | 10.05 | 14.78 | 11.49 | |||
| Large Value | 7.50 | 10.63 | 11.22 | |||
| Large Blend | 3.98 | 12.02 | 11.23 | |||
| Foreign Small/Mid Blend | −6.16 | 3.90 | 2.91 | |||
| Corporate Bond | 9.47 | 3.40 | 3.58 | |||
| Emerging Markets Bond | 11.38 | 3.93 | 5.12 | |||
| Inflation-Protected Bond | 4.44 | 1.66 | 1.23 | |||
| Small Blend | −5.74 | 8.27 | 7.91 | |||
| Large Value | 1.93 | 10.80 | 8.70 | |||
| Large Blend | 4.19 | 13.27 | 10.73 | |||
| Corporate Bond | 13.13 | 4.13 | 4.72 | |||
| Foreign Large Value | −4.46 | 6.17 | 2.54 | |||
| Short-Term Bond | 6.73 | 2.77 | 2.68 | |||
| Intermediate Core-Plus Bond | 10.50 | 5.09 | — | |||
| Long-Term Bond | 19.63 | 6.22 | 6.63 | |||
| Intermediate Government | 9.91 | 2.01 | 2.79 | |||
| Foreign Large Blend | −1.65 | 6.49 | 3.27 | |||
| Large Blend | 4.22 | 13.36 | 10.79 | |||
| Diversified Emerging Mkts | 0.81 | 6.03 | 2.45 | |||
| Large Value | 6.81 | 11.71 | 9.81 | |||
| Large Growth | 3.11 | 15.53 | 12.63 | |||
| Large Value | 5.38 | 10.43 | 8.31 | |||
| Mid-Cap Blend | −2.55 | 9.32 | 8.82 | |||
| Intermediate Core Bond | 7.99 | 2.22 | 2.49 | |||
| Large Blend | 4.04 | 13.34 | 10.69 | |||
| Corporate Bond | 12.65 | 4.22 | 4.40 | |||
| Large Value | 4.24 | 10.60 | 8.82 | |||
| Ultrashort Bond | 2.83 | 2.26 | 1.56 | |||
| Ultrashort Bond | 2.89 | 2.22 | 1.73 | |||
| Small Blend | −6.99 | 8.09 | 7.80 | |||
| Foreign Large Blend | −0.55 | 6.48 | 3.21 | |||
| Large Growth | 3.74 | 16.10 | 12.56 | |||
| Large Blend | 2.92 | 12.82 | 10.41 | |||
| Short Government | 4.40 | 1.47 | 1.27 | |||
| Mid-Cap Value | 0.79 | 8.76 | 9.61 | |||
| Foreign Large Blend | −2.03 | 6.29 | 3.62 | |||
| Intermediate Government | 7.82 | 2.18 | 2.63 | |||
| Mid-Cap Blend | −2.69 | 9.09 | 8.59 | |||
| Intermediate Core Bond | 10.19 | 2.83 | 3.29 | |||
| Large Value | −1.89 | 10.64 | — | |||
| Foreign Small/Mid Blend | −8.18 | 3.85 | 2.98 | |||
| Emerging-Markets Local-Currency Bond | 7.80 | 1.40 | −0.56 | |||
| Large Value | 0.08 | 9.82 | 8.85 | |||
| Short-Term Bond | 6.78 | 2.77 | 2.24 | |||
| Foreign Large Blend | −1.38 | 6.22 | 2.81 | |||
| World Large Stock | 1.51 | 10.02 | 6.90 | |||
| World Large Stock | 10.01 | 10.09 | 9.71 | |||
| Muni National Interm | 8.35 | 2.80 | 3.24 | |||
| Foreign Large Blend | −1.32 | 6.83 | — | |||
| Diversified Emerging Mkts | −1.09 | 4.69 | 1.58 | |||
| Foreign Large Blend | −1.01 | 6.32 | 3.23 | |||
| Large Blend | 3.84 | 13.21 | — | |||
| Foreign Large Blend | −1.78 | 6.63 | 3.82 | |||
| Mid-Cap Blend | −0.76 | 10.71 | 9.45 | |||
| Foreign Large Blend | −1.67 | 6.32 | 3.23 | |||
| Corporate Bond | 13.23 | 4.46 | 4.04 | |||
| Long Government | 19.05 | 3.22 | 4.92 | |||
| Large Blend | 4.12 | 13.10 | 11.21 | |||
| Small Value | −5.07 | 6.03 | 7.99 | |||
| Global Real Estate | 12.70 | 5.10 | 6.75 | |||
| World Large Stock | 1.08 | 9.68 | 6.93 | |||
| Large Blend | 14.62 | 14.40 | 13.48 | |||
| Foreign Large Blend | 3.50 | 6.17 | 6.30 | |||
| Intermediate Government | 8.78 | 1.86 | 2.52 | |||
| Small Blend | −8.83 | 8.28 | 8.22 | |||
| World Bond-USD Hedged | 11.29 | 4.11 | 4.54 | |||
| Ultrashort Bond | 2.44 | 1.44 | 0.92 |
Morningstar rated ETFs reflect a qualitative evaluation of a fund’s prospects.
- Keeping costs low is paramount for index funds. Morningstar top-rated ETFs are among the lowest-cost active and index funds in their categories.
- Morningstar Analysts carefully analyze an ETF’s underlying benchmark (the index it tracks) to understand how the portfolio is built and maintained.
- Morningstar Medalist ratings are for low-cost ETFs that we think will tightly track a sensibly constructed index. These attributes are likeliest to translate to better performance over the long run.
List Criteria
Morningstar gives an ETF a Gold, Silver, or Bronze rating based on our analysts’ conviction of how tightly it will track a sensibly constructed index over a long time frame and, due to experienced management, strong stewardship, and reasonable fees, outperform its peer group.