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 ETF | ARKK | Mid-Cap Growth | 7.45 Bil | 0.750% | 100 | 99 | — | Active |
Janus Henderson AAA CLO ETF | JAAA | Ultrashort Bond | 7.22 Bil | 0.210% | 3 | — | — | Active |
Invesco Preferred ETF | PGX | Preferred Stock | 4.50 Bil | 0.500% | 96 | 87 | 56 | Passive |
Global X US Preferred ETF | PFFD | Preferred Stock | 2.45 Bil | 0.230% | 92 | 68 | — | Passive |
Invesco S&P 500® Pure Growth ETF | RPG | Large Growth | 1.64 Bil | 0.350% | 80 | 93 | 91 | Passive |
Global X MLP ETF | MLPA | Energy Limited Partnership | 1.53 Bil | 0.450% | 57 | 80 | 74 | Passive |
Invesco KBW Bank ETF | KBWB | Financial | 1.47 Bil | 0.350% | 85 | 84 | 76 | Passive |
Invesco Emerging Markets Sov Debt ETF | PCY | Emerging Markets Bond | 1.46 Bil | 0.500% | 89 | 89 | 64 | Passive |
Invesco Dorsey Wright Momentum ETF | PDP | Large Growth | 1.24 Bil | 0.620% | 81 | 87 | 90 | Passive |
First Trust Large Cap Val AlphaDEX® ETF | FTA | Large Value | 1.18 Bil | 0.600% | 68 | 63 | 69 | Passive |
First Trust Large Cap Core AlphaDEX® ETF | FEX | Large Blend | 1.18 Bil | 0.600% | 80 | 80 | 80 | Passive |
First Trust NYSE Arca Biotech ETF | FBT | Health | 1.18 Bil | 0.560% | 62 | 94 | 79 | Passive |
ALPS Sector Dividend Dogs ETF | SDOG | Large Value | 1.15 Bil | 0.360% | 91 | 84 | 68 | Passive |
ARK Fintech Innovation ETF | ARKF | Technology | 1.13 Bil | 0.750% | 96 | 88 | — | Active |
First Trust Large Cap Gr AlphaDEX® ETF | FTC | Large Growth | 1.11 Bil | 0.600% | 55 | 72 | 75 | Passive |
First Trust Long/Short Equity ETF | FTLS | Long-Short Equity | 1.04 Bil | 1.460% | 15 | 16 | — | Active |
VanEck BDC Income ETF | BIZD | Financial | 984.36 Mil | 11.170% | 11 | 26 | 46 | Passive |
Invesco Financial Preferred ETF | PGF | Preferred Stock | 935.36 Mil | 0.560% | 89 | 96 | 49 | Passive |
Global X Silver Miners ETF | SIL | Equity Precious Metals | 847.74 Mil | 0.650% | 89 | 93 | 88 | Passive |
Quadratic Intrst Rt Vol & Infl H ETF | IVOL | Inflation-Protected Bond | 803.08 Mil | 1.030% | 99 | — | — | Active |
ProShares Russell 2000 Dividend Growers | SMDV | Small Blend | 761.68 Mil | 0.400% | 70 | 97 | — | Passive |
Invesco NASDAQ Internet ETF | PNQI | Technology | 752.46 Mil | 0.600% | 78 | 80 | 86 | Passive |
Invesco Fundamental Hi Yld® Corp Bd ETF | PHB | High Yield Bond | 681.92 Mil | 0.500% | 55 | 62 | 55 | Passive |
ALPS Smith Core Plus Bond ETF | SMTH | Intermediate Core-Plus Bond | 636.29 Mil | 0.590% | — | — | — | Active |
Global X SuperDividend™ US ETF | DIV | Mid-Cap Value | 601.68 Mil | 0.450% | 89 | 100 | 100 | Passive |
Invesco FTSE RAFI Dev Mkts ex-US S/M ETF | PDN | Foreign Small/Mid Value | 517.43 Mil | 0.490% | 100 | 79 | 70 | Passive |
VictoryShares US 500 Enh Vol Wtd ETF | CFO | Large Blend | 458.46 Mil | 0.400% | 100 | 97 | — | Passive |
Motley Fool Global Opportunities ETF | TMFG | Global Large-Stock Growth | 444.40 Mil | 0.850% | 67 | 62 | — | Active |
Aptus Defined Risk ETF | DRSK | Short-Term Bond | 427.67 Mil | 0.780% | 94 | 3 | — | Active |
Invesco S&P 500® Equal Wt Cnsm Disc ETF | RSPD | Consumer Cyclical | 427.52 Mil | 0.400% | 43 | 78 | 78 | Passive |
ProShares Large Cap Core Plus | CSM | Large Blend | 419.43 Mil | 0.450% | 27 | 62 | 44 | Passive |
AAM Bahl & Gaynor Sm/Md Cp Inc Gr ETF | SMIG | Small Value | 418.80 Mil | 0.600% | — | — | — | Active |
First Trust Dev Mkts Ex-US AlphaDEX® ETF | FDT | Foreign Large Blend | 410.43 Mil | 0.800% | 82 | 94 | 89 | Passive |
FCF US Quality ETF | TTAC | Large Blend | 387.92 Mil | 0.590% | 23 | 49 | — | Active |
Vident International Equity Strategy ETF | VIDI | Foreign Large Value | 386.43 Mil | 0.610% | 90 | 80 | 56 | Passive |
Angel Oak UltraShort Income ETF | UYLD | Ultrashort Bond | 371.04 Mil | 0.290% | — | — | — | Active |
Invesco KBW High Dividend Yld Fincl ETF | KBWD | Financial | 364.51 Mil | 2.020% | 64 | 87 | 93 | Passive |
EMQQ Emerging Markets Intrnt & Ecmrc ETF | EMQQ | Diversified Emerging Mkts | 362.85 Mil | 0.860% | 100 | 91 | — | Passive |
CastleArk Large Growth ETF | CARK | Large Growth | 348.32 Mil | 0.540% | — | — | — | Active |
Alpha Architect US Quantitative Val ETF | QVAL | Mid-Cap Value | 324.20 Mil | 0.290% | 4 | 34 | — | Active |
Aptus Enhanced Yield ETF | JUCY | Intermediate Core Bond | 318.76 Mil | 0.600% | — | — | — | Active |
VictoryShares WestEnd U.S. Sector ETF | MODL | Large Blend | 317.30 Mil | 0.460% | — | — | — | Active |
Invesco S&P MidCap 400® Pure Growth ETF | RFG | Mid-Cap Growth | 303.76 Mil | 0.350% | 16 | 50 | 89 | Passive |
Invesco Dynamic Leisure and Entmnt ETF | PEJ | Consumer Cyclical | 300.51 Mil | 0.580% | 76 | 97 | 96 | Passive |
Invesco Pharmaceuticals ETF | PJP | Health | 290.50 Mil | 0.570% | 57 | 73 | 94 | Passive |
AB Disruptors ETF | FWD | Global Large-Stock Growth | 273.63 Mil | 0.650% | — | — | — | Active |
Cabana Target Drawdown 10 ETF | TDSC | Tactical Allocation | 264.83 Mil | 0.830% | 74 | — | — | Active |
Inspire Corporate Bond ETF | IBD | Corporate Bond | 254.54 Mil | 0.450% | 13 | 92 | — | Passive |
ARK Space Exploration & Innovation ETF | ARKX | Mid-Cap Growth | 244.43 Mil | 0.750% | — | — | — | Active |
Invesco Biotechnology & Genome ETF | PBE | Health | 242.95 Mil | 0.580% | 74 | 82 | 99 | Passive |