| # | Trend | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | Core S&P 500ReadDesk | Low-cost core | 0.03% | 1.1% | +13.4% | +13.5% | $104B | $872B | |
| 2 | IEFA | Core MSCI EAFEReadDesk | International | 0.07% | 3.3% | +11.9% | +15.8% | $25.8B | $189B | |
| 3 | IEMG | Core MSCI Emerging MarketsReadDesk | International | 0.09% | 2.4% | +12.4% | +11.8% | $15.4B | $146B | |
| 4 | AGG | Core U.S. Aggregate BondReadDesk | Bonds & cash | 0.03% | 4.1% | −0.2% | +0.3% | $374M | $139B | |
| 5 | IJH | Core S&P Mid-CapReadDesk | US stocks | 0.05% | 1.2% | +13.9% | +16.4% | $17.6B | $125B | |
| 6 | IWF | Russell 1000 GrowthReadDesk | US stocks | 0.18% | 0.4% | −0.1% | −3.0% | −$3.7B | $120B | |
| 7 | SGOV | 0-3 Month Treasury BondReadDesk | Bonds & cash | 0.09% | 3.6% | +3.1% | +3.7% | $4.2B | $117B | |
| 8 | IJR | Core S&P Small-CapReadDesk | US stocks | 0.06% | 1.2% | +19.9% | +22.7% | $19.6B | $106B | |
| 9 | ITOT | Core S&P Total U.S. Stock MarketReadDesk | Low-cost core | 0.03% | 1.0% | +13.3% | +13.4% | $11.3B | $95.4B | |
| 10 | IWD | Russell 1000 ValueReadDesk | US stocks | 0.18% | 1.3% | +27.5% | +32.0% | $20.2B | $83.2B | |
| 11 | EFA | MSCI EAFEReadDesk | International | 0.32% | 3.2% | +11.8% | +15.7% | $10.3B | $76.3B | |
| 12 | IWM | Russell 2000ReadDesk | US stocks | 0.19% | 1.0% | +16.2% | +16.9% | $11.0B | $75.8B | |
| 13 | IVW | S&P 500 GrowthReadDesk | Low-cost core | 0.18% | 0.4% | +10.8% | +9.1% | $6.2B | $74.4B | |
| 14 | IBIT | Bitcoin TrustReadDesk | Crypto | 0.25% | — | −8.7% | −25.1% | −$21.0B | $62.6B | |
| 15 | IAU | Gold TrustReadDesk | Commodities | 0.25% | — | −5.9% | +1.1% | $634M | $58.4B | |
| 16 | IWR | Russell Mid-CapReadDesk | US stocks | 0.18% | 1.1% | +16.9% | +18.2% | $9.0B | $58.2B |
| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | Core S&P 500ReadDesk | Low-cost core | +13.5% | $104B | $0.03 | $872B | |
| 2 | IEFA | Core MSCI EAFEReadDesk | International | +15.8% | $25.8B | $0.07 | $189B | |
| 3 | IEMG | Core MSCI Emerging MarketsReadDesk | International | +11.8% | $15.4B | $0.09 | $146B | |
| 4 | AGG | Core U.S. Aggregate BondReadDesk | Bonds & cash | +0.3% | $374M | $0.03 | $139B | |
| 5 | IJH | Core S&P Mid-CapReadDesk | US stocks | +16.4% | $17.6B | $0.05 | $125B | |
| 6 | IWF | Russell 1000 GrowthReadDesk | US stocks | −3.0% | −$3.7B | $0.18 | $120B | |
| 7 | SGOV | 0-3 Month Treasury BondReadDesk | Bonds & cash | +3.7% | $4.2B | $0.09 | $117B | |
| 8 | IJR | Core S&P Small-CapReadDesk | US stocks | +22.7% | $19.6B | $0.06 | $106B | |
| 9 | ITOT | Core S&P Total U.S. Stock MarketReadDesk | Low-cost core | +13.4% | $11.3B | $0.03 | $95.4B | |
| 10 | IWD | Russell 1000 ValueReadDesk | US stocks | +32.0% | $20.2B | $0.18 | $83.2B | |
| 11 | EFA | MSCI EAFEReadDesk | International | +15.7% | $10.3B | $0.32 | $76.3B | |
| 12 | IWM | Russell 2000ReadDesk | US stocks | +16.9% | $11.0B | $0.19 | $75.8B |