Morningstar - Q3 2022 - S26

Data Dashboard
Medalist Exchange-Traded Funds
Annualized Total Return %
Name
Avantis U.S. Equity AVUS
Davis Select US Equity DUSA
Dimensional US Core Equity 2 DFAC
Dimensional US Core Equity Market DFAU
Goldman Sachs ActiveBeta US LgCp Eq GSLC
Goldman Sachs JUST US Large Cap Eq JUST
Invesco S&P 500 Quality SPHQ
iShares Core S&P 500 IVV
iShares Core S&P Total US Stock Mkt ITOT
iShares ESG Aware MSCI USA ESGU
iShares ESG MSCI USA Leaders SUSL
iShares MSCI KLD 400 Social DSI
iShares MSCI USA ESG Select SUSA
iShares MSCI USA Min Vol Factor USMV
iShares MSCI USA Quality Factor QUAL
iShares Russell 1000 IWB
iShares Russell 3000 IWV
Schwab US Broad Market SCHB
Schwab US Large-Cap SCHX
SPDR MSCI USA StrategicFactors QUS
SPDR Port S&P 1500 Comps Stk Mkt SPTM
SPDR Portfolio S&P 500 SPLG
SPDR S&P 500 Trust SPY
T. Rowe Price Dividend Growth TDVG
Vanguard Dividend Appreciation VIG
Vanguard ESG US Stock ESGV
Vanguard Large-Cap VV
Vanguard Mega Cap MGC
Vanguard S&P 500 VOO
Vanguard Total Stock Market VTI
Xtrackers MSCI USA ESG Leaders Eq USSG
Fidelity Blue Chip Growth FBCG
iShares Core S&P US Growth IUSG
iShares MSCI USA Momentum Factor MTUM
iShares Russell 1000 Growth IWF
Morningstar Category
Morningstar
Analyst Rating
Morningstar
Fee Level
Large Blend ´ Low
Large Blend ´ Below Avg
Large Blend Œ Low
Large Blend Œ Low
Large Blend * Low
Large Blend ´ Low
Large Blend * Low
Large Blend Œ Low
Large Blend Œ Low
Large Blend * Low
Large Blend * Low
Large Blend ´ Low
Large Blend ´ Low
Large Blend * Low
Large Blend * Low
Large Blend * Low
Large Blend ´ Low
Large Blend Œ Low
Large Blend Œ Low
Large Blend * Low
Large Blend Œ Low
Large Blend Œ Low
Large Blend * Low
Large Blend * Low
Large Blend Œ Low
Large Blend * Low
Large Blend Œ Low
Large Blend * Low
Large Blend Œ Low
Large Blend Œ Low
Large Blend ´ Low
Morningstar
Rating
-
Q
QQQ
-
1Yr
3Yr
6.19
9.52
5Yr
6.76
9.37
Assets
$Bil
-11.12 - - 2.21
-21.42
-11.76
0.32
14.06
QQQQ -11.77
QQQQ -12.27
QQQQ -12.29
QQQQ -10.64
-14.21
QQQ
QQQQ -13.67
QQQQ -10.61
QQQQ -12.25
QQQQ -14.53
-3.37
QQQ
QQQ
QQQ
QQQ
-14.84
QQQQ -13.17
-14.00
-14.08
QQQQ -13.00
-8.26
QQQQ
QQQQ -10.98
QQQQ -10.63
QQQQ -10.66
-
QQQQ
QQQ
-11.53 - - 2.29
10.00
11.03
10.59
10.37
11.27
10.49
11.28
11.54
11.16
9.46
11.28
10.31 - 0.25
10.04
10.57
9.60
3.41
287.96
41.62
21.83
11.24 - 3.10
10.97
11.29
6.18
8.50
3.61
3.33
10.02
9.58
9.66
10.21
9.60
10.23
10.54
10.54
9.53
10.25
10.85
10.41
10.52
11.06
11.11
10.99
11.35
11.23
11.19
26.88
19.60
26.83
10.27
19.91
27.93
0.84
5.30
13.27
353.23
-5.15 - - 0.14
-5.62
60.99
-16.08
QQQQ -12.98
QQQQQ -12.33
QQQQ -10.66
-14.24
QQQ
QQQQ -10.60
Large Growth * Below Avg -
Large Growth * Low
Large Growth ´ Low
Large Growth * Low
QQQQ -16.64
-20.69
QQQ
QQQQQ -18.92
10.39 - 5.74
10.26
10.84
10.56
9.62
11.10
11.64
11.27
10.52
24.29
3.68
253.16
252.85
11.25 - 3.03
-33.23 - - 0.33
11.19
5.75
12.36
12.96
10.11
14.08
11.21
10.24
60.03
26
Equity

Morningstar - Q3 2022

Table of Contents for the Digital Edition of Morningstar - Q3 2022

Contents
Morningstar - Q3 2022 - Cover1
Morningstar - Q3 2022 - Cover2
Morningstar - Q3 2022 - 1
Morningstar - Q3 2022 - 2
Morningstar - Q3 2022 - Contents
Morningstar - Q3 2022 - 4
Morningstar - Q3 2022 - 5
Morningstar - Q3 2022 - 6
Morningstar - Q3 2022 - 7
Morningstar - Q3 2022 - 8
Morningstar - Q3 2022 - 9
Morningstar - Q3 2022 - 10
Morningstar - Q3 2022 - 11
Morningstar - Q3 2022 - 12
Morningstar - Q3 2022 - 13
Morningstar - Q3 2022 - 14
Morningstar - Q3 2022 - 15
Morningstar - Q3 2022 - 16
Morningstar - Q3 2022 - 17
Morningstar - Q3 2022 - 18
Morningstar - Q3 2022 - 19
Morningstar - Q3 2022 - 20
Morningstar - Q3 2022 - 21
Morningstar - Q3 2022 - 22
Morningstar - Q3 2022 - 23
Morningstar - Q3 2022 - 24
Morningstar - Q3 2022 - 25
Morningstar - Q3 2022 - 26
Morningstar - Q3 2022 - 27
Morningstar - Q3 2022 - 28
Morningstar - Q3 2022 - 29
Morningstar - Q3 2022 - 30
Morningstar - Q3 2022 - 31
Morningstar - Q3 2022 - 32
Morningstar - Q3 2022 - 33
Morningstar - Q3 2022 - 34
Morningstar - Q3 2022 - 35
Morningstar - Q3 2022 - 36
Morningstar - Q3 2022 - 37
Morningstar - Q3 2022 - 38
Morningstar - Q3 2022 - 39
Morningstar - Q3 2022 - 40
Morningstar - Q3 2022 - 41
Morningstar - Q3 2022 - 42
Morningstar - Q3 2022 - 43
Morningstar - Q3 2022 - 44
Morningstar - Q3 2022 - 45
Morningstar - Q3 2022 - 46
Morningstar - Q3 2022 - 47
Morningstar - Q3 2022 - 48
Morningstar - Q3 2022 - 49
Morningstar - Q3 2022 - 50
Morningstar - Q3 2022 - 51
Morningstar - Q3 2022 - 52
Morningstar - Q3 2022 - 53
Morningstar - Q3 2022 - 54
Morningstar - Q3 2022 - 55
Morningstar - Q3 2022 - 56
Morningstar - Q3 2022 - 57
Morningstar - Q3 2022 - 58
Morningstar - Q3 2022 - 59
Morningstar - Q3 2022 - 60
Morningstar - Q3 2022 - 61
Morningstar - Q3 2022 - 62
Morningstar - Q3 2022 - 63
Morningstar - Q3 2022 - 64
Morningstar - Q3 2022 - 65
Morningstar - Q3 2022 - 66
Morningstar - Q3 2022 - 67
Morningstar - Q3 2022 - 68
Morningstar - Q3 2022 - 69
Morningstar - Q3 2022 - 70
Morningstar - Q3 2022 - 71
Morningstar - Q3 2022 - 72
Morningstar - Q3 2022 - 73
Morningstar - Q3 2022 - 74
Morningstar - Q3 2022 - 75
Morningstar - Q3 2022 - 76
Morningstar - Q3 2022 - 77
Morningstar - Q3 2022 - 78
Morningstar - Q3 2022 - 79
Morningstar - Q3 2022 - 80
Morningstar - Q3 2022 - Cover3
Morningstar - Q3 2022 - Cover4
Morningstar - Q3 2022 - S1
Morningstar - Q3 2022 - S2
Morningstar - Q3 2022 - S3
Morningstar - Q3 2022 - S4
Morningstar - Q3 2022 - S5
Morningstar - Q3 2022 - S6
Morningstar - Q3 2022 - S7
Morningstar - Q3 2022 - S8
Morningstar - Q3 2022 - S9
Morningstar - Q3 2022 - S10
Morningstar - Q3 2022 - S11
Morningstar - Q3 2022 - S12
Morningstar - Q3 2022 - S13
Morningstar - Q3 2022 - S14
Morningstar - Q3 2022 - S15
Morningstar - Q3 2022 - S16
Morningstar - Q3 2022 - S17
Morningstar - Q3 2022 - S18
Morningstar - Q3 2022 - S19
Morningstar - Q3 2022 - S20
Morningstar - Q3 2022 - S21
Morningstar - Q3 2022 - S22
Morningstar - Q3 2022 - S23
Morningstar - Q3 2022 - S24
Morningstar - Q3 2022 - S25
Morningstar - Q3 2022 - S26
Morningstar - Q3 2022 - S27
Morningstar - Q3 2022 - S28
Morningstar - Q3 2022 - S29
Morningstar - Q3 2022 - S30
Morningstar - Q3 2022 - S31
Morningstar - Q3 2022 - S32
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019winter
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019fall
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019summer
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019spring
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20191201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20141011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20141201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120405
https://www.nxtbook.com/nxtbooks/morningstar/investorconference2012
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20091011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008catalog
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008winter
https://www.nxtbookmedia.com