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Total Market

Long Treasuries - Inverse

HIgh long-maturity bond yields signal uncertainty but massive U.S. Treasury futures short positions may not portend rising yields either

Long Treasuries - Inverse

25.0%
7
13

US Style & Sectors Momentum ETFs

Taking fundamental factors into account along with price momentum

US Style & Sectors Momentum ETFs

12.6%
11

Dividend Yielding ETFs

Planning dividend income with a view range of investment strategies

Dividend Yielding ETFs

18.2%
36

Transportation and Supply Chains ETFs

Maritime transport, anticipations of golden tomorrows ?

Transportation and Supply Chains ETFs

28.4%
9

Data Centers - Exponential Demand Growth

Technological complexity of data storage meeting insatiable demand

Data Centers - Exponential Demand Growth

2.1%
12
2

High Dividend Yield Funds

Seeking a stream of regular and relatively stable income

High Dividend Yield Funds

20.2%
73

Dividends, Growth and Performance

A focus on stable dividend distribution and pay-out ratio, cash flow generation and performance

Dividends, Growth and Performance

17.9%
22

Intermediate Treasuries

Higher yield and volatility reflect distinct investment strategies

Intermediate Treasuries

2.6%
20

Collateralized Loan Obligations (CLO's)

A diversified pool of non-investment grade, senior-secured corporate loans

Collateralized Loan Obligations (CLO's)

9.3%
8

Pacer Swan Buffers

A strategy with (possibly) a bright future, well-worth reviewing

Pacer Swan Buffers

11.8%
13

Emerging Markets Factors ETFs

Unique factors - in search of tomorrow's top performers

Emerging Markets Factors ETFs

20.9%
24
1

Sweden - Large Cap U.S. listings

Selection of large cap Swedish firms, actively traded on U.S. exchanges or OTC

Sweden - Large Cap U.S. listings

13.1%
16

US Equal-Weighted ETFs - Indices and Sectors

Comparing equal weighted funds and sector rotation strategies

US Equal-Weighted ETFs - Indices and Sectors

17.7%
52

Convertible Bonds ETFs

Bonds betting on a rising equity market

Convertible Bonds ETFs

4.6%
6

Long Treasuries - Inverse

An inverse relationship between bonds and interest rates

Long Treasuries - Inverse

33.0%
4

Long - Short Hedge Strategies

Tactical overlay of fundamentally sound long positions

Long - Short Hedge Strategies

7.9%
29

VIX - Trading Volatility

ETFs tracking futures based on the VIX index are instruments for one-day tactical postions reflecting market outlook

VIX - Trading Volatility

-32.3%
8
1

China - Large Cap - $20 bn to $100 bn, listed on U.S. markets

Many reasons may explain the limited selection of large cap Chinese companies accessible on U.S. markets

China - Large Cap - $20 bn to $100 bn, listed on U.S. markets

-18.4%
16

China ETFs - Leveraged

Magnifying the trend , positive or negative , of preferred China indices

China ETFs - Leveraged

-37.4%
4

Nasdaq-100 tech performers - a selection

Acceptable risk exposure and high performance with good price momentum - a menu of investment options to choose from

Nasdaq-100 tech performers - a selection

20.3%
27

Constrained by benchmark-assigned weights to domestic (U.S.) holdings

World ETFs

14.5%
5

Swiss Companies - all Large Cap U.S. listings >$10 bn

With large and very market capitalizations exceeding $ 10 billion

Swiss Companies - all Large Cap U.S. listings >$10 bn

14.7%
38

Index - global Europe ETFs

A wide net cast over global European markets by ETF providers

Index - global Europe ETFs

11.6%
23
6

55 Largest International (non-US) Companies (ex-Finance)

Performance, Volatility, Momentum and Fundamental Analytics by Sector and for Individual Companies

55 Largest International (non-US) Companies (ex-Finance)

4.6%
57

Global ex-U.S. and International Bonds

Highlighting value drivers in Global ETFs, high yield and investment grade

Global ex-U.S. and International Bonds

2.4%
17

U.S. Broad Market Value & Growth ETFs

Comparing the two well-known investment styles in a range of market capitalizatons

U.S. Broad Market Value & Growth ETFs

17.9%
18

Value to Buy and to Hold

Dynamically updated at market closure, screening fundamentals and earnings stability for value

Value to Buy and to Hold

50.0%
25

Latin America ETFs

Comparing liquid stocks by country - with special attention to the large Mexican and the Brazilian ETF listings

Latin America ETFs

30.3%
14

Corporate High Yield - Invesco Bond Ladders

Selecting a range of maturity dates to secure a predictable income stream

Corporate High Yield - Invesco Bond Ladders

6.3%
8

Japan USD-Hedged ETFs

A winning investment strategy - on account of a strong market and a (still) favorable Yen-dollar exchange rate

Japan USD-Hedged ETFs

32.8%
4

U.S. TIPS - iShares Bond Ladder

A range of maturity dates with purchasing power protection

U.S. TIPS - iShares Bond Ladder

0.0%
9

US Large Cap ETFs

Uniquely focused on market caps of the largest US companies

US Large Cap ETFs

15.9%
20
2

Seeking Weak Correlation with the U.S. Market Index

Very low beta and strong performance for a defensive investment strategy

Seeking Weak Correlation with the U.S. Market Index

91.1%
25

Inverse Total Market

Screening inverse x-1, x-2 & x-3 total US market ETFs by market cap

Inverse Total Market

-21.4%
22
5

Small Cap - Personal, not-so-whimsical selections

With Equity Explorer filters, lay the groundwork and with Portfolio Analytics, fine-tune your future investments

Small Cap - Personal, not-so-whimsical selections

31.4%
31

Emerging Markets Debt - Local Currency

EM investment strategies with selective exposure to hard currencies

Emerging Markets Debt - Local Currency

7.3%
10

US Market by Size & Weighted Volatility ETFs

Volatility in US markets, ranked by market-cap

US Market by Size & Weighted Volatility ETFs

10.3%
15

Developed Mkts ETFs - Leveraged

Highlighting the trends in Developed Markets with leveraged funds

Developed Mkts ETFs - Leveraged

20.1%
4

Leveraged Emerging Markets (incl. China)

Screening leveraged x2 & x3 Emerging Market ETFs by country and globally

Leveraged Emerging Markets (incl. China)

8.0%
10

Germany DAX40 - a Watershed Moment

A deeply troubled economy in the first half of 2024 and almost certainly a fundamental rethink of Germany's export powerhouse

Germany DAX40 - a Watershed Moment

1.3%
39
4

China ETFs - Inverse

Hedging or tracking - always in a short term perspective

China ETFs - Inverse

33.6%
3

ex-U.S. Developed Mkts - Volatiliy Managed ETFs

Scaling risk exposure in developed markets

ex-U.S. Developed Mkts - Volatiliy Managed ETFs

12.0%
10

Weakest Performers with Highest P/E

High valuation by earnings ratio seems inconsistent with share performance

Weakest Performers with Highest P/E

-26.9%
25

Electrical Grid - Cables & Connectors

How electricity's fast growing share of energy consumption upends national power grids

Electrical Grid - Cables & Connectors

23.6%
24
1

US Large Cap Selection for Peace of Mind

Seeking stability with low volatility and smallest drawdown

US Large Cap Selection for Peace of Mind

8.9%
18
1

Data - Enterprise Platforms

Data access powered by AI monetization

Data - Enterprise Platforms

8.9%
13

Keeping Risk Exposure in Check

Dynamically updated at market closure, screening for below average volatility with a focus on positive earning and low debt

Keeping Risk Exposure in Check

43.0%
20

Japanese Companies all U.S. listings

All inclusive list of shares traded

Japanese Companies all U.S. listings

11.5%
265

ESG Thematic ETFs

Diversification potential of environmental conscious investment strategies

ESG Thematic ETFs

12.3%
28

Average Performance/Volatility

Broadly in line with Total Market beta (0.7<asset betas<1.0)

Average Performance/Volatility

15.0%
23

US S&P 500 ETFs

A wide ranging fund selection, including core, long and short S&P500 positions

US S&P 500 ETFs

15.5%
22
9

France - Large Cap Firms > $20 billion, listed on U.S. Market

Global operators with market caps exceeding $20 billion

France - Large Cap Firms > $20 billion, listed on U.S. Market

-8.4%
31

Strong Contenders but Overlooked European Firms

Luster of undisputed industry leaders, a potential hedge when U.S. valuations look stretched

Strong Contenders but Overlooked European Firms

9.8%
25

Large cap equities > $5bn, with average risk exposure - aligned with the overall stock market

Finance

37.5%
18

A portfolio with low risk exposure and above average dividend yield

Utilities

21.0%
11

US MidCap Factors ETFs

Funds differentiated by factor with attractive insights

US MidCap Factors ETFs

12.8%
52

Corporate Investment Grade - iShares Bond Ladders

A range of maturity dates, monthly distributions and end-date pay-outs

Corporate Investment Grade - iShares Bond Ladders

4.2%
11

The Indian economy is expected to grow strongly in 2023 and 2024

India ETFs

-9.6%
12
2

Long Treasuries

Higher yields, interest rate sensitivity and inflation risk

Long Treasuries

-2.5%
14

France - CAC40 constituents on U.S. Markets

CAC40 is the reference index of the French stock market

France - CAC40 constituents on U.S. Markets

-3.0%
40

Germany - Market Cap $20bn to $50bn

With a show of resilience, selective exposure to China -a bet on a resurgent German domestic market

Germany - Market Cap $20bn to $50bn

0.3%
17

U.S. Small & Mid Cap Value & Growth ETFs

Comparing funds focused on two well-known investment styles

U.S. Small & Mid Cap Value & Growth ETFs

14.5%
17

Large cap equities with medium / high risk exposure - as compared to the overall stock market

Technology

50.9%
42

Corporate High Yield - iShares Bond Ladders

Selecting a range of maturity dates to secure a predictable income stream

Corporate High Yield - iShares Bond Ladders

6.7%
7

Mortgage-Backed Securities - Residential and Commercial

Structured credit investment opportunities in residential and commercial loans

Mortgage-Backed Securities - Residential and Commercial

3.8%
12

Vanguard High Dividend Yield ETF

Invested in stocks that are forecasted to have above-average dividend yields

Vanguard High Dividend Yield ETF

27.2%
20

Corporate Investment Grade - Targeted Maturities (ex-ladders)

Segmenting the yield curve

Corporate Investment Grade - Targeted Maturities (ex-ladders)

3.4%
13

France - Mid Cap Firms, listed on U.S. Markets

MidCap firms, with valuation over $2 bn, and some hidden diamonds in the rough

France - Mid Cap Firms, listed on U.S. Markets

19.6%
24

Hong Kong - 20 Large Cap listings on U.S. Market

A selection of Large Cap actively traded OTCs accessible to U.S. investors

Hong Kong - 20 Large Cap listings on U.S. Market

9.2%
20

Leveraged Sectors (ex-Tech & ex-Finance)

Sharpening the contrast between the performances of US equity sectors by highlighting sector rotation

Leveraged Sectors (ex-Tech & ex-Finance)

6.4%
16

US Total Market Value Factors ETFs

Value offers a lot of diversity in performance as well as risk exposure

US Total Market Value Factors ETFs

21.4%
43

South Korean Companies all US listings

All inclusive list of shares traded

South Korean Companies all US listings

11.1%
9

U.S. Corporate Bonds

Broad ETF selection for one of the largest components of the U.S. bond market

U.S. Corporate Bonds

3.4%
64

Leveraged Companies & Strong Market Support

When a low shareholder equity base relative to debt is well-accepted by the market

Leveraged Companies & Strong Market Support

48.2%
50

Small Cap US Equities

Selection of small cap US equities, aligned with total market trends and featuring strong momentum history

Small Cap US Equities

78.4%
25

A low risk strategy

Low risk - high performance and less senstitive to total market swings

A low risk strategy

3.4%
12

ESG International Markets (ex-U.S.)

Diversification opportunities across ex-US developed markets - screened for controversial activities

ESG International Markets (ex-U.S.)

15.9%
14

Managed Futures and Option Strategies

Sharing the goal to enhance yields with a wide range of derivative and credit strategies

Managed Futures and Option Strategies

8.2%
19

A selection with low to medium risk exposure - as measured by performance and volatility of its constituents over 12 months

Services

-1.6%
24

Intermediate Core Bonds

Prioritizing investment-grade debt, as ranked by Morningstar

Intermediate Core Bonds

2.6%
41

Munis - Long-Term

Invested in long-term bonds issued by local governments or agencies

Munis - Long-Term

0.6%
12

Bonds - a Bull Case with Leveraged Funds

Focus on market expectations and reversals

Bonds - a Bull Case with Leveraged Funds

-10.4%
7

Finland - U.S. listings - top 12 with market cap over 10bn

A small but significant selection of large cap Finnish companies with strong balance sheets

Finland - U.S. listings - top 12 with market cap over 10bn

22.9%
12

Great Britain - Next 50 FTSE listings on US Markets

With little prospect for true growth

Great Britain - Next 50 FTSE listings on US Markets

9.7%
50

Brazilian companies actively traded on US markets

All inclusive list of actively traded shares

Brazilian companies actively traded on US markets

56.5%
42

US Multi Factor Strategies ETFs

Searching for leading factors connected to the economic cycle

US Multi Factor Strategies ETFs

16.8%
20

US Small Cap ETFs

Size focused small-cap ETFs, with multiple overlaps and various index trackers

US Small Cap ETFs

17.3%
11
1

Swiss Companies - Mid Cap U.S. listings

With market capitalizations of $2bn to $10bn, MidCap firms, some unfamiliar, with potential investment opportunities

Swiss Companies - Mid Cap U.S. listings

6.6%
34

Large Cap Equities

Selection of large cap US equities, aligned with total market trends and and featuring strong momentum history

Large Cap Equities

40.8%
25

Favoring Growth in Income from Operations

Prioritizing growth in operating income to support value

Favoring Growth in Income from Operations

7.4%
24

High Yielding US equities

Selection of strong dividend-yielding US equities, highlighting sector rotation

High Yielding US equities

36.6%
20

Treasuries - iShares Bond Ladder

A range of maturity dates, monthly distributions and end-date pay-outs

Treasuries - iShares Bond Ladder

3.3%
10

Index - Hong Kong Exchange all U.S. listings

All inclusive list of shares traded

Index - Hong Kong Exchange all U.S. listings

-3.7%
113

ex-U.S .Developed Mkts - USD Hedged ETFs

Total Developed Markets (ex-US) and USD-Hedged Alternatives

ex-U.S .Developed Mkts - USD Hedged ETFs

15.7%
9

Russia Companies all US listings

Russian companies, listed or OTC traded on US exchanges

Russia Companies all US listings

0.0%
5
21

Preferred Stock ETFs

Preferred stocks guarantee a dividend pay-out, with a tax-advantage over most interest payments

Preferred Stock ETFs

1.9%
11

US Broad Market ETFs

With a variety of fundamental criteria to select the constituents

US Broad Market ETFs

18.4%
9
5

Indian Companies - U.S. listings

List of shares traded - Variable trading volumes will alter true performance and volatility ratios

Indian Companies - U.S. listings

-20.4%
14
8

Top Achievers - Above Average Performance & Manageable Debt

Dynamically updated, with a focus on debt level, controlled risk exposure and above average performance

Top Achievers - Above Average Performance & Manageable Debt

96.2%
25

Index - all German Companies US listed

All inclusive list of shares traded

Index - all German Companies US listed

-2.7%
68
1

Inverse Sectors (ex-Technology & Finance)

Sharpening the contrast between US equity sectors by highlighting sector rotation over the short term

Inverse Sectors (ex-Technology & Finance)

-22.5%
12

Munis - Intermediate

Invested in bonds funding public projects, issued by local governments or agencies

Munis - Intermediate

1.3%
29

Brazil - Highflyers

Major advances in the digital economy signal the growth potential of a slate of South America's leading firms

Brazil - Highflyers

22.6%
13

MidCap US Equities

Selection of mid cap US equities, aligned with total market trends and featuring strong momentum history

MidCap US Equities

44.8%
25
1

US Total Market Growth Factors ETFs

The diversity of multi-factor 'growth' funds requires careful evaluation

US Total Market Growth Factors ETFs

10.9%
37

Global Emerging Markets

Diversity and a myriad of variations in global emerging markets funds

Global Emerging Markets

20.8%
41
1

3 Vanguard Funds US & International

Tracking global market trends

3 Vanguard Funds US & International

12.5%
3

Germany - Market Cap over $50bn

Strength and weaknesses of Germany's titans, exposed to geopolitical headwinds

Germany - Market Cap over $50bn

-1.7%
17

ex-U.S. Small & Mid-Cap Equity ETFs

Differentiating investment strategies in ex-U.S. developed markets

ex-U.S. Small & Mid-Cap Equity ETFs

18.7%
16

Municipals - Short Duration

Invested in bonds issued by diversified local governments or by a single state

Municipals - Short Duration

3.9%
16

High Beta & Momentum Strategies ETFs

Aligning factors with dominant market trends

High Beta & Momentum Strategies ETFs

14.8%
13

Munis - High Yield

Invested in speculative assets issued by local governments or agencies

Munis - High Yield

3.1%
5

ETF Achievers - Strong Performance & Momentum

Dynamically updated at market closure, listing solid ETF performers with strong record over the past year, staying the course in recent months

ETF Achievers - Strong Performance & Momentum

41.3%
25

South Korea ETFs

Dominated by Samsung Electroncis and affiliates

South Korea ETFs

74.0%
3

Large cap equities controlled for volatility

Heathcare

37.3%
50

Overview of performance / risk profiles of US-based ETFs focused on Japanese companies

Japan ETFs

27.7%
15

Short Term Treasuries

With relative low sensitivity to interest rates, limiting exposure to risk

Short Term Treasuries

5.0%
15

Japan ETFs - Inverse

Controling for negative trends of the MSCI Japan index and of the Japanese Yen

Japan ETFs - Inverse

-7.9%
2

MBS & ABS Securities Line-up

Securities derived from a pool of underlying assets

MBS & ABS Securities Line-up

4.1%
24

Innovator Managed Outcome ETFs

The benefits of defined outcome investing in a single fund

Innovator Managed Outcome ETFs

9.4%
6

Buy-Write Strategies on Individual Stocks

Earning an equity premium and a risk premium on selected stocks

Buy-Write Strategies on Individual Stocks

61.4%
26

The Netherlands - Top 25 listings on US Markets

Punching above its geographical weight is something of a historical quirk - Old traditions die hard...and should not in any case

The Netherlands - Top 25 listings on US Markets

2.6%
25

Inverse Emerging Markets (incl. China)

Screening inverse x2 & x3 Emerging Market ETFs globally and for China

Inverse Emerging Markets (incl. China)

0.7%
6

U.S. Small Cap Value & Growth ETFs

Comparing small-cap funds focused on two well-known investment styles

U.S. Small Cap Value & Growth ETFs

19.6%
13

Index - European Countries ETFs

Interplay between global trade and domestice consumption

Index - European Countries ETFs

16.6%
22
15

Munis - Invesco Bond Ladder

A range of maturity dates, monthly distributions and end-date pay-outs

Munis - Invesco Bond Ladder

2.1%
10

iShares S&P 500 Growth - Top 25

Largest U.S. companies with above average growth rates

iShares S&P 500 Growth - Top 25

16.1%
25
2

US Markets Mid Cap Growth & Low Volatility

Solid companies may anchor your portfolio in uncertain times ?

US Markets Mid Cap Growth & Low Volatility

-0.2%
35

Munis - Line-up (ex-Bond Ladders)

Yield structure and diversified Muni selections set some ETFs apart

Munis - Line-up (ex-Bond Ladders)

1.9%
62

Ultra-Short Bonds

With top performers and minimal risk exposure, floating rate funds stand out

Ultra-Short Bonds

7.8%
20

Indonesian Companies - U.S. listed ADRs

A short list of Indonesian companies recently traded on US exchanges

Indonesian Companies - U.S. listed ADRs

-16.4%
20

Weakest Performers with Recent Upward Trend

Trend correction over the most recent quarter as well as the latest month

Weakest Performers with Recent Upward Trend

-25.4%
18

WisdomTree U.S. SmallCap Dividend Fund

Fund invested in a broad range of dividend paying small cap US shares

WisdomTree U.S. SmallCap Dividend Fund

22.6%
20

Mid-Cap Growth Potential

Midcap firms are screened for positive sales' growth trends and for cash generation

Mid-Cap Growth Potential

69.6%
3

US NASDAQ 100 ETFs

A selection of ETFs seeking to track NASDAQ indices and factors, with a range of filters and of option overlays

US NASDAQ 100 ETFs

18.2%
10

ex U.S. Large Cap Equities Line-up

Wide fund selection invested in foreign companies

ex U.S. Large Cap Equities Line-up

16.9%
130

Fixed Income Sustainability ETFs

Funds tracking environmental, social and governance (ESG) indices as solid performers

Fixed Income Sustainability ETFs

4.3%
19

Munis - iShares Bond Ladder

A range of maturity dates, monthly distributions and end-date pay-outs

Munis - iShares Bond Ladder

2.8%
6

U.S. S&P 500® Value & Growth ETFs

A comparison between the two well-known investment styles for Large & Mid-Cap U.S. companies

U.S. S&P 500® Value & Growth ETFs

17.9%
9
7

Great Companies - US and International

A whimsical selection of companies chosen by pininvest

Great Companies - US and International

5.8%
13
2

Great Britain - Top 25 FTSE listings on US Markets

Global British firms, leading the FTSE index by market cap

Great Britain - Top 25 FTSE listings on US Markets

13.3%
25
14

US Small Cap Factors ETFs

With factor weighting, risk of small-cap funds often remained subdued

US Small Cap Factors ETFs

16.5%
38

US Small & Mid Cap ETFs

A focus on size introducing comparisons between various index-tracking funds

US Small & Mid Cap ETFs

15.0%
15

Bond ETFs backed up by physical assets (munis and investment grade corporates) are in favor

Long Bonds

-1.2%
38

Intermediate Aggregate Core Plus

Defined by Morningstar, a trade-off between portfolio risk and return

Intermediate Aggregate Core Plus

2.6%
39

Singapore Companies all U.S. listings

Listing companies traded on US markets - from a market cap of $2.5 billion and more

Singapore Companies all U.S. listings

4.7%
49

Extended Maturities - Mitigating Inflation Risk

Markets are uncertain about the duration of the inflationay bout - from deeply ingrained to a temporary surge

Extended Maturities - Mitigating Inflation Risk

2.1%
17

Low Volatility Large Cap Equities

Selection of below average risk US equities, aligned with total market trends

Low Volatility Large Cap Equities

32.9%
25

Seeking High Performance at Low Risk

Strong perfomers in the low volatility market segment

Seeking High Performance at Low Risk

60.9%
25

Put-Write Strategies

Cash-collateralized put options strategies to earn a risk premium

Put-Write Strategies

10.6%
2

Seeking Quality - Strong Cash Flow and Prudent Debt Leverage

Dynamically updated, with a focus on financial management, low debt and cash flow generation

Seeking Quality - Strong Cash Flow and Prudent Debt Leverage

30.6%
25

Favoring Strong Cash Generation

With a focus on performance and cash from operations

Favoring Strong Cash Generation

20.5%
25

French Companies actively traded on U.S. listings

French companies, actively traded on U.S. exchanges or by broker-dealer

French Companies actively traded on U.S. listings

-6.8%
61
5

Canadian Companies Top 50 US listed

The largest Canadian companies by market cap - warning of challenges ahead

Canadian Companies Top 50 US listed

22.3%
50

Small-Cap - Shareholder Rewards

Smallcap firms are screened for positive sales' growth trends and for cash generation, which are beneficial to shareholders

Small-Cap - Shareholder Rewards

17.6%
5

Warehouses - Automation of the Supply Chains

Automation suppliers are flying high

Warehouses - Automation of the Supply Chains

12.7%
12

Middle East & Africa Emerging Markets Funds

Roaming far and wide from South Africa and Nigeria to Turkey and Israel

Middle East & Africa Emerging Markets Funds

6.9%
10

Ultra-Short Treasuries

Very limited interest rate risk and low yield

Ultra-Short Treasuries

6.6%
12

Emerging Markets (incl. local currency & high yield)

Ranking emerging market fixed income ETFs by investment strategy

Emerging Markets (incl. local currency & high yield)

8.4%
24

Corporate Bonds - Hedging Rising Rates

Dampening interest rate reversals on bond value

Corporate Bonds - Hedging Rising Rates

9.4%
10

Index - Europe ETFs - Inverse

Measuring the European equity market performance

Index - Europe ETFs - Inverse

-1.2%
2

Leveraged Total Market

Screening leveraged x2 & x3 total US market ETFs by market cap

Leveraged Total Market

26.4%
16

Leveraged Emerging Markets (ex. China)

Attraction of emerging markets parting ways with China

Leveraged Emerging Markets (ex. China)

38.2%
6

Growth to Ride (with a margin of safety)

Dynamically updated at market closure, screened for positive sales and capex trends

Growth to Ride (with a margin of safety)

53.4%
25

Asia Pacific ETFs

Growth potential of Asia-Pacific powered by strong economic development and regional integration, as the pace of globalization slackens

Asia Pacific ETFs

22.5%
13
3

Japanese companies - Large Cap Listings on U.S. Markets -$10 bn to $45 bn

Large Cap companies, topping $10 bn and accessible to US investors

Japanese companies - Large Cap Listings on U.S. Markets -$10 bn to $45 bn

10.0%
99

Italy - Top listings on US Markets

Italian equity actively traded on US markets

Italy - Top listings on US Markets

2.6%
25
6

Momentum by Size ETFs

Momentum by market cap compared with Growth and Value factors

Momentum by Size ETFs

16.0%
16

China - Very Large Caps > $100 bn, listed on U.S. markets

Highlighting powerful State Banks and the reach of Technologiy leaders

China - Very Large Caps > $100 bn, listed on U.S. markets

-4.7%
14
1

Japanese companies - 25 Largest Market Cap listings on U.S. Markets

Very large cap companies accessible to U.S. investors on NYSE or over-the-counter

Japanese companies - 25 Largest Market Cap listings on U.S. Markets

10.7%
25

Developed Mkts ETFs - Inverse

Highlighting bearish trends in Developed Markets with inverse funds

Developed Mkts ETFs - Inverse

-18.3%
4

Quality and Sound Fundamentals ETFs

Selections with sound fundamentals, leveraging short-term market momentum

Quality and Sound Fundamentals ETFs

13.5%
17

Corporate Investment Grade - Invesco Bond Ladders

A range of maturity dates, monthly distributions and end-date pay-outs

Corporate Investment Grade - Invesco Bond Ladders

4.3%
10

Target-Volatility Strategies ETFs

Overview for cross-category comparisons

Target-Volatility Strategies ETFs

12.3%
33

ESG - Investing by Market Cap

Complementing the ESG thematic selection with a focus on market caps and growth

ESG - Investing by Market Cap

12.6%
17

France - Large Cap Firms, $10 to $20 billion bracket, listed on U.S. Market

With strength on European markets and an international, but not always truly global, focus

France - Large Cap Firms, $10 to $20 billion bracket, listed on U.S. Market

-5.0%
12

Spain - Top listings on US Markets

Spanish global leaders stand out in a cross-section of Spain's economy

Spain - Top listings on US Markets

18.4%
25

US Large Cap Factors ETFs

Much diversity between the factors driving performance of each fund

US Large Cap Factors ETFs

18.1%
51

Structured Downside Protection ETFs

Asset selections packaged with a measure of insurance

Structured Downside Protection ETFs

12.1%
20

Preparing for Unexpected Downturns

Delivering protection to an investment portfolio in anticipation of market downturns

Preparing for Unexpected Downturns

-20.7%
19

China Region ETFs

Even total market fund coverage comes with stark differences

China Region ETFs

1.6%
18
18

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