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Negative Rated ETFs

We expect Negative-rated funds to underperform most of their Morningstar Category peers (or the category benchmark, if the fund is actively managed) after fees.

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Name
Ticker
Morningstar Category
Fund Size
Adjusted Expense Ratio
Total Return Rank in Category
3 Year
Total Return Rank in Category
5 Year
Total Return Rank in Category
10 Year
Management Style
ARK Innovation ETFARKKMid-Cap Growth7.45 Bil0.750%10099Active
Janus Henderson AAA CLO ETFJAAAUltrashort Bond7.22 Bil0.210%3Active
Invesco Preferred ETFPGXPreferred Stock4.50 Bil0.500%968756Passive
Global X US Preferred ETFPFFDPreferred Stock2.45 Bil0.230%9268Passive
Invesco S&P 500® Pure Growth ETFRPGLarge Growth1.64 Bil0.350%809391Passive
Global X MLP ETFMLPAEnergy Limited Partnership1.53 Bil0.450%578074Passive
Invesco KBW Bank ETFKBWBFinancial1.47 Bil0.350%858476Passive
Invesco Emerging Markets Sov Debt ETFPCYEmerging Markets Bond1.46 Bil0.500%898964Passive
Invesco Dorsey Wright Momentum ETFPDPLarge Growth1.24 Bil0.620%818790Passive
First Trust Large Cap Val AlphaDEX® ETFFTALarge Value1.18 Bil0.600%686369Passive
First Trust Large Cap Core AlphaDEX® ETFFEXLarge Blend1.18 Bil0.600%808080Passive
First Trust NYSE Arca Biotech ETFFBTHealth1.18 Bil0.560%629479Passive
ALPS Sector Dividend Dogs ETFSDOGLarge Value1.15 Bil0.360%918468Passive
ARK Fintech Innovation ETFARKFTechnology1.13 Bil0.750%9688Active
First Trust Large Cap Gr AlphaDEX® ETFFTCLarge Growth1.11 Bil0.600%557275Passive
First Trust Long/Short Equity ETFFTLSLong-Short Equity1.04 Bil1.460%1516Active
VanEck BDC Income ETFBIZDFinancial984.36 Mil11.170%112646Passive
Invesco Financial Preferred ETFPGFPreferred Stock935.36 Mil0.560%899649Passive
Global X Silver Miners ETFSILEquity Precious Metals847.74 Mil0.650%899388Passive
Quadratic Intrst Rt Vol & Infl H ETFIVOLInflation-Protected Bond803.08 Mil1.030%99Active
ProShares Russell 2000 Dividend GrowersSMDVSmall Blend761.68 Mil0.400%7097Passive
Invesco NASDAQ Internet ETFPNQITechnology752.46 Mil0.600%788086Passive
Invesco Fundamental Hi Yld® Corp Bd ETFPHBHigh Yield Bond681.92 Mil0.500%556255Passive
ALPS Smith Core Plus Bond ETFSMTHIntermediate Core-Plus Bond636.29 Mil0.590%Active
Global X SuperDividend™ US ETFDIVMid-Cap Value601.68 Mil0.450%89100100Passive
Invesco FTSE RAFI Dev Mkts ex-US S/M ETFPDNForeign Small/Mid Value517.43 Mil0.490%1007970Passive
VictoryShares US 500 Enh Vol Wtd ETFCFOLarge Blend458.46 Mil0.400%10097Passive
Motley Fool Global Opportunities ETFTMFGGlobal Large-Stock Growth444.40 Mil0.850%6762Active
Aptus Defined Risk ETFDRSKShort-Term Bond427.67 Mil0.780%943Active
Invesco S&P 500® Equal Wt Cnsm Disc ETFRSPDConsumer Cyclical427.52 Mil0.400%437878Passive
ProShares Large Cap Core PlusCSMLarge Blend419.43 Mil0.450%276244Passive
AAM Bahl & Gaynor Sm/Md Cp Inc Gr ETFSMIGSmall Value418.80 Mil0.600%Active
First Trust Dev Mkts Ex-US AlphaDEX® ETFFDTForeign Large Blend410.43 Mil0.800%829489Passive
FCF US Quality ETFTTACLarge Blend387.92 Mil0.590%2349Active
Vident International Equity Strategy ETFVIDIForeign Large Value386.43 Mil0.610%908056Passive
Angel Oak UltraShort Income ETFUYLDUltrashort Bond371.04 Mil0.290%Active
Invesco KBW High Dividend Yld Fincl ETFKBWDFinancial364.51 Mil2.020%648793Passive
EMQQ Emerging Markets Intrnt & Ecmrc ETFEMQQDiversified Emerging Mkts362.85 Mil0.860%10091Passive
CastleArk Large Growth ETFCARKLarge Growth348.32 Mil0.540%Active
Alpha Architect US Quantitative Val ETFQVALMid-Cap Value324.20 Mil0.290%434Active
Aptus Enhanced Yield ETFJUCYIntermediate Core Bond318.76 Mil0.600%Active
VictoryShares WestEnd U.S. Sector ETFMODLLarge Blend317.30 Mil0.460%Active
Invesco S&P MidCap 400® Pure Growth ETFRFGMid-Cap Growth303.76 Mil0.350%165089Passive
Invesco Dynamic Leisure and Entmnt ETFPEJConsumer Cyclical300.51 Mil0.580%769796Passive
Invesco Pharmaceuticals ETFPJPHealth290.50 Mil0.570%577394Passive
AB Disruptors ETFFWDGlobal Large-Stock Growth273.63 Mil0.650%Active
Cabana Target Drawdown 10 ETFTDSCTactical Allocation264.83 Mil0.830%74Active
Inspire Corporate Bond ETFIBDCorporate Bond254.54 Mil0.450%1392Passive
ARK Space Exploration & Innovation ETFARKXMid-Cap Growth244.43 Mil0.750%Active
Invesco Biotechnology & Genome ETFPBEHealth242.95 Mil0.580%748299Passive

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