| # | Trend | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | Core S&P 500ReadDesk | Low-cost core | 0.03% | 1.1% | +11.6% | +11.9% | $92.8B | $872B | |
| 2 | AGG | Core U.S. Aggregate BondReadDesk | Bonds & cash | 0.03% | 4.1% | −0.6% | −0.3% | −$434M | $139B | |
| 3 | ITOT | Core S&P Total U.S. Stock MarketReadDesk | Low-cost core | 0.03% | 1.0% | +11.6% | +11.8% | $10.0B | $95.4B | |
| 4 | STIP | 0-5 Year TIPS BondReadDesk | Bonds & cash | 0.03% | 4.6% | +2.0% | +2.3% | $375M | $16.8B | |
| 5 | MLRG | MSCI USAReadDesk | US stocks | 0.03% | 1.0% | new | new | […] | $1.3B | |
| 6 | AGGM | 1-10 Year U.S. Aggregate BondReadDesk | Bonds & cash | 0.03% | 3.9% | −0.6% | −0.6% | −$767K | $131M | |
| 7 | MBB | MBSReadDesk | Bonds & cash | 0.04% | 4.5% | −0.3% | +0.4% | $141M | $35.7B | |
| 8 | IDEV | Core MSCI International Developed MarketsReadDesk | International | 0.04% | 3.2% | +9.5% | +14.0% | $4.1B | $33.7B | |
| 9 | IUSG | Core S&P U.S. GrowthReadDesk | US stocks | 0.04% | 0.5% | +9.8% | +8.8% | $2.6B | $32.6B | |
| 10 | IUSV | Core S&P U.S. ValueReadDesk | US stocks | 0.04% | 1.6% | +13.8% | +16.1% | $3.9B | $28.4B | |
| 11 | IGSB | 1-5 Year Investment Grade Corporate BondReadDesk | Bonds & cash | 0.04% | 4.7% | +1.0% | +1.9% | $442M | $23.6B | |
| 12 | IGIB | 5-10 Year Investment Grade Corporate BondReadDesk | Bonds & cash | 0.04% | 5.1% | −1.5% | −0.7% | −$130M | $19.5B | |
| 13 | USIG | Broad USD Investment Grade Corporate BondReadDesk | Bonds & cash | 0.04% | 5.0% | −0.9% | −0.5% | −$94.4M | $17.9B | |
| 14 | ILCG | Morningstar GrowthReadDesk | US stocks | 0.04% | 0.4% | +6.1% | +3.2% | $93.5M | $3.0B | |
| 15 | IGLB | 10+ Year Investment Grade Corporate BondReadDesk | Bonds & cash | 0.04% | 5.7% | −3.2% | −3.8% | −$105M | $2.7B | |
| 16 | IMCB | Morningstar Mid-CapReadDesk | US stocks | 0.04% | 1.2% | +19.6% | +20.3% | $295M | $1.7B |
| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | Core S&P 500ReadDesk | Low-cost core | +11.9% | $92.8B | $0.03 | $872B | |
| 2 | AGG | Core U.S. Aggregate BondReadDesk | Bonds & cash | −0.3% | −$434M | $0.03 | $139B | |
| 3 | ITOT | Core S&P Total U.S. Stock MarketReadDesk | Low-cost core | +11.8% | $10.0B | $0.03 | $95.4B | |
| 4 | IJH | Core S&P Mid-CapReadDesk | US stocks | +15.7% | $16.9B | $0.05 | $125B | |
| 5 | IJR | Core S&P Small-CapReadDesk | US stocks | +21.3% | $18.6B | $0.06 | $106B | |
| 6 | IEFA | Core MSCI EAFEReadDesk | International | +13.0% | $21.8B | $0.07 | $189B | |
| 7 | IEMG | Core MSCI Emerging MarketsReadDesk | International | +11.6% | $15.2B | $0.09 | $146B | |
| 8 | SGOV | 0-3 Month Treasury BondReadDesk | Bonds & cash | +3.8% | $4.2B | $0.09 | $117B | |
| 9 | IWF | Russell 1000 GrowthReadDesk | US stocks | −2.9% | −$3.6B | $0.18 | $120B | |
| 10 | IWD | Russell 1000 ValueReadDesk | US stocks | +28.4% | $18.4B | $0.18 | $83.2B | |
| 11 | IWM | Russell 2000ReadDesk | US stocks | +14.8% | $9.8B | $0.19 | $75.8B | |
| 12 | EFA | MSCI EAFEReadDesk | International | +12.8% | $8.7B | $0.32 | $76.3B |