US Broad Market ETFs

US Broad Market ETFs
  • Pininvest Analysis

With a view to cover the total market,  our selection of Broad Market ETFs accounts for much diversity

  • size is defined by various indices (Russell 3000, Core S&P Total US Market, MSCI USA ...) and by 'US Broad' or 'Total Market' concepts
  • fundamental criteria rely on stock selection methodologies of the broad base in some cases (such as environmental, social and governance characteristics - ESG - or on proprietary indices)

With distinct approaches to the global market, with or without fundamental selection methodologies, performance and risk ratios of the funds need to be analysed with care and never evaluated on past performance only

 

Our ETF US total market themes present a cross-sectional view of equity trends – in terms of market coverage, size and style. We hope to achieve a fair coverage of ETFs in each category, which is a work in progress

We do not receive any commission or other form of compensation from the providers included in our 'Funds' presentation

Read our notes

US Broad Market ETFs • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
 
Barron's 400 ETF BFOR NYSEARCA US Market Broad Market Multi-Factors USD 58.40 122 M 49.6% Neutral 17%   12% -9%
First Trust Multi Cap Value AlphaDEX Fund FAB NASDAQ Factors Value USD 71.04 71 M 52.4% Neutral 23%   13% -10%
iShares Core S&P Total U.S. Stock Market ETF ITOT NYSEARCA Americas US USD 97.17 23 B 40.0% Neutral 16%   11% -9%
iShares MSCI USA Equal Weighted ETF EUSA NYSEARCA Factors EqualWeight USD 83.28 326 M 45.3% Neutral 16%   11% -8%
iShares Russell 3000 ETF IWV NYSEARCA Americas US USD 251.73 9.2 B 39.9% Neutral 16%   11% -9%
Schwab Fundamental U.S. Broad Market Index ETF FNDB NYSEARCA Americas US USD 54.04 262 M 49.2% Neutral 18%   11% -9%
Schwab U.S. Broad Market ETF SCHB NYSEARCA Americas US USD 102.79 15 B 40.2% Neutral 16%   11% -9%
Vanguard Russell 3000 Index Fund VTHR NASDAQ Americas US USD 196.21 490 M 40.1% Neutral 16%   10% -10%
Vanguard Total Stock Market Index Fund ETF Shares VTI NYSEARCA Americas US USD 219.74 132 B 40.3% Neutral 16%   11% -9%