Data Dashboard Medalist Exchange-Traded Funds Fixed Income Equity Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating 1Yr 3Yr 5Yr Assets $Bil Vanguard Value VTV Large Value Œ Low QQQQ 51.33 11.40 12.72 74.48 WisdomTree US High Dividend DHS Large Value ´ Low QQ 40.98 7.95 7.67 0.78 WisdomTree US LargeCap Dividend DLN Large Value * Low QQQQQ 45.40 12.04 12.32 2.89 iShares Core S&P Mid-Cap IJH Mid-Cap Blend * Low QQQQ 83.35 13.34 14.31 62.78 iShares Russell Mid-Cap IWR Mid-Cap Blend * Low QQQQ 73.38 14.58 14.50 27.94 JHancock Multifactor Mid Cap JHMM Mid-Cap Blend * Low QQQQ 74.80 14.15 14.89 2.10 Schwab US Mid-Cap SCHM Mid-Cap Blend * Low QQQQ 78.67 13.71 14.50 9.20 SPDR S&P MIDCAP 400 Trust MDY Mid-Cap Blend * Low QQQ 83.08 13.17 14.09 21.08 Vanguard Extended Market VXF Mid-Cap Blend Œ Low QQQQ 97.90 18.19 18.00 16.04 Vanguard Mid-Cap VO Mid-Cap Blend Œ Low QQQQ 70.63 14.65 14.60 46.89 Xtrackers Russell US Multifactor DEUS Mid-Cap Blend * Low QQQ 61.08 11.60 12.42 0.19 iShares Russell Mid-Cap Growth IWP Mid-Cap Growth * Low QQQ 68.27 19.15 18.13 15.46 iShares S&P Mid-Cap 400 Growth IJK Mid-Cap Growth * Low QQ 76.68 13.93 15.20 8.21 Vanguard Mid-Cap Growth VOT Mid-Cap Growth Œ Low QQQ 70.30 19.18 17.33 10.59 Invesco S&P MidCap Low Volatility XMLV Mid-Cap Value * Low QQQ 33.38 7.61 9.53 1.60 iShares Russell Mid-Cap Value IWS Mid-Cap Value ´ Low QQQQ 73.40 10.51 11.38 13.52 iShares S&P Mid-Cap 400 Value IJJ Mid-Cap Value ´ Low QQQ 88.83 11.82 12.52 8.40 SPDR Russell 1000 Yield Focus ONEY Mid-Cap Value * Low QQQQ 92.20 13.63 13.48 0.60 Vanguard Mid-Cap Value VOE Mid-Cap Value Œ Low QQQQ 69.82 9.82 11.63 13.52 WisdomTree US MidCap Dividend DON Mid-Cap Value * Low QQQ 71.53 8.64 9.89 2.95 Invesco FTSE RAFI US 1500 Small-Mid PRFZ Small Blend * Low QQQ 98.03 12.47 14.75 1.94 Invesco S&P SmallCap Low Volatility XSLV Small Blend ´ Low Q 40.38 3.47 8.19 1.23 iShares Core S&P Small-Cap IJR Small Blend * Low QQQQ 95.23 13.68 15.58 68.82 iShares ESG Aware MSCI USA Small-Cap ESML Small Blend * Low - 95.51 - - 0.79 iShares Russell 2000 IWM Small Blend ´ Low QQQQ 94.67 14.68 16.31 68.58 Schwab Fundamental US Small Company FNDA Small Blend * Low QQQ 98.16 12.43 13.60 4.28 Schwab US Small-Cap SCHA Small Blend * Low QQQQ 95.42 14.49 15.40 15.47 Vanguard Russell 2000 VTWO Small Blend ´ Low QQQQ 95.03 14.84 16.41 5.11 Vanguard Small-Cap VB Small Blend * Low QQQQQ 87.71 14.96 15.60 44.45 iShares S&P Small-Cap 600 Growth IJT Small Growth ´ Low QQQ 86.30 14.76 16.59 6.33 Vanguard Small-Cap Growth VBK Small Growth Œ Low QQQ 83.10 19.39 19.06 15.50 iShares S&P Small-Cap 600 Value IJS Small Value ´ Low QQQQQ 103.08 11.77 13.86 8.90 Vanguard Small-Cap Value VBR Small Value Œ Low QQQQQ 89.78 10.79 12.42 23.25 WisdomTree US SmallCap Dividend DES Small Value * Low QQQQ 76.75 7.35 9.51 1.86 Fidelity Corporate Bond FCOR Corporate Bond ´ Below Avg QQQQ 11.25 6.60 5.36 0.29 iShares 5-10 Year invmt Grd Corp Bd IGIB Corporate Bond * Low QQQ 10.63 6.75 4.57 11.26 iShares Broad USD Invm Grd Corp Bd USIG Corporate Bond * Low QQQ 9.18 6.02 4.63 5.61 SPDR Portfolio Interm Term Corp Bd SPIB Corporate Bond ´ Low QQ 8.67 5.45 3.95 6.10 28 Morningstar Fee Level Morningstar Rating