SCHD | Schwab U.S. Dividend Equity ETF | 2.99% | 9% | 0.35 | -16.9% |
HDV | iShares Core High Dividend ETF | 2.34% | 6.8% | 0.23 | -37% |
XLI | Industrial Select Sector SPDR Fund | 1.63% | 13.6% | 0.56 | -21.6% |
MOAT | VanEck Morningstar Wide Moat ETF | 1.25% | 13.5% | 0.48 | -33.3% |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 1.03% | 14.3% | 0.56 | -32% |
VDIGX | Vanguard Dividend Growth Fund Investor Shares | 0.98% | 11.2% | 0.48 | -16.2% |
VEIPX | Vanguard Equity Income Fund | 0.71% | 17.8% | 0.78 | -15.2% |
JEPI | JPMorgan Equity Premium Income ETF | 0.62% | 9.9% | 0.5 | -13.7% |
VEIRX | Vanguard Equity-Income Fund Admiral Shares | 0.58% | 13.6% | 0.6 | -15.1% |
SCHV | Schwab U.S. Large-Cap Value ETF | 0.41% | 9.9% | 0.34 | -37.1% |
VONV | Vanguard Russell 1000 Value Index Fund | 0.39% | 10.4% | 0.36 | -38.2% |
VYM | Vanguard High Dividend Yield Index Fund | 0.38% | 13% | 0.62 | -15.8% |
VHYAX | Vanguard High Dividend Yield Index Fund Admiral Shares | 0.38% | 13.3% | 0.58 | -15.9% |
VTV | Vanguard Value Index Fund | 0.34% | 12.7% | 0.6 | -17% |
VVIAX | Vanguard Value Index Fd Admiral Shs | 0.34% | 13.9% | 0.61 | -17.1% |
VPMCX | Vanguard PrimeCap Fund | 0.33% | 19.3% | 0.78 | -25.2% |
IVE | iShares S&P 500 Value ETF | 0.3% | 12.9% | 0.59 | -18.1% |
SPYV | SPDR Portfolio S&P 500 Value ETF | 0.3% | 13.1% | 0.6 | -17.9% |
ESGU | iShares ESG Aware MSCI USA ETF | 0.29% | 11.8% | 0.44 | -33.9% |
FNDX | Schwab Fundamental U.S. Large Company Index ETF | 0.29% | 14.5% | 0.53 | -37.7% |
IWD | iShares Russell 1000 Value ETF | 0.29% | 11.3% | 0.49 | -19% |
IUSV | iShares Core S&P U.S. Value ETF | 0.28% | 13% | 0.59 | -17.9% |
VPMAX | Vanguard PRIMECAP Fund Admiral Shares | 0.24% | 14.6% | 0.57 | -25.2% |
RSP | Invesco S&P 500 Equal Weight ETF | 0.16% | 10.5% | 0.41 | -21.4% |
VIIIX | Vanguard Institutional Index Fund | 0.16% | 20.6% | 0.85 | -24.5% |
VFINX | Vanguard 500 Index Fund | 0.16% | 20.5% | 0.84 | -24.6% |
VV | Vanguard Large Cap Index Fund | 0.15% | 14.4% | 0.6 | -25.7% |
VOO | Vanguard 500 Index Fund | 0.15% | 14.8% | 0.64 | -24.5% |
VINIX | Vanguard Institutional Index Fund Institutional Shares | 0.15% | 15.9% | 0.65 | -24.5% |
VFIAX | Vanguard 500 Index Fd Admiral Shs | 0.15% | 15.9% | 0.65 | -24.5% |
VLCAX | Vanguard Large Cap Index Fund Admiral Shs | 0.15% | 15.7% | 0.63 | -25.7% |
DFAC | Dimensional U.S. Core Equity 2 ETF | 0.14% | - | - | - |
SPY | SPDR S&P 500 ETF Trust | 0.14% | 14.8% | 0.63 | -24.5% |
SPLG | SPDR Portfolio S&P 500 ETF | 0.14% | 17.6% | 0.78 | -24.5% |
IVV | iShares Core S&P 500 ETF | 0.14% | 14.8% | 0.63 | -24.5% |
VITSX | Vanguard Total Stock Market Index Fund | 0.14% | 20.2% | 0.82 | -25.4% |
VTSAX | Vanguard Total Stock Market Index Fund | 0.14% | 20.2% | 0.81 | -25.4% |
VBIAX | Vanguard Balanced Index Fund Admiral Shares | 0.14% | 8.9% | 0.38 | -21.5% |
VBINX | Vanguard Balanced Index Fund | 0.14% | 11.6% | 0.59 | -21.6% |
VBAIX | Vanguard Balanced Index Fund Institutional Shares | 0.14% | 8.9% | 0.38 | -21.5% |
SCHX | Schwab U.S. Large-Cap ETF | 0.13% | 14.2% | 0.59 | -25.4% |
VTI | Vanguard Total Stock Market Index Fund | 0.13% | 13.6% | 0.56 | -25.4% |
IWB | iShares Russell 1000 ETF | 0.13% | 13.9% | 0.58 | -25.2% |
VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | 0.13% | 15.1% | 0.6 | -25.4% |
SCHB | Schwab U.S. Broad Market ETF | 0.12% | 13.7% | 0.57 | -25.4% |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 0.12% | 13.6% | 0.56 | -25.4% |
ACWI | iShares MSCI ACWI ETF | 0.09% | 11.6% | 0.48 | -26.4% |
VT | Vanguard Total World Stock Index Fund | 0.08% | 11.4% | 0.47 | -26.4% |
JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 0.08% | - | - | - |
VTWAX | Vanguard Total World Stock Index Fund Admiral Shares | 0.08% | 13.2% | 0.54 | -26.4% |
VTWIX | Vanguard Total World Stock Index I | 0.08% | 13.2% | 0.55 | -26.4% |