Morningstar - Q3 2022 - S28

Data Dashboard
Medalist Exchange-Traded Funds
Name
Annualized Total Return %
Morningstar Category
iShares S&P Mid-Cap 400 Growth IJK
Vanguard Extended Market VXF
Vanguard Mid-Cap Growth VOT
iShares Russell Mid-Cap Value IWS
iShares S&P Mid-Cap 400 Value IJJ
SPDR Russell 1000 Yield Focus ONEY
Vanguard Mid-Cap Value VOE
WisdomTree US MidCap Dividend DON
Invesco FTSE RAFI US 1500 Small-Mid PRFZ
iShares Core S&P Small-Cap IJR
iShares ESG Aware MSCI USA Small-Cap ESML
iShares Russell 2000 IWM
Schwab Fundamental US Small Company FNDA
Schwab US Small-Cap SCHA
Vanguard Russell 2000 VTWO
Vanguard S&P Small-Cap 600 VIOO
Vanguard Small-Cap VB
VictoryShares USAA MSCI USA Sm Cp VM USVM
iShares S&P Small-Cap 600 Growth IJT
Vanguard Small-Cap Growth VBK
Dimensional US Small Cap Value DFSV
Dimensional US Targeted Value DFAT
iShares S&P Small-Cap 600 Value IJS
Vanguard Small-Cap Value VBR
WisdomTree US SmallCap Dividend DES
Fidelity Corporate Bond FCOR
iShares 5-10 Year Invmt Grd Corp Bd IGIB
iShares Broad USD Invmt Grd Corp Bd USIG
SPDR Portfolio Interm Term Corp Bd SPIB
Vanguard Interm-Term Corp Bd VCIT
Vanguard Total Corporate Bond VTC
iShares JP Morgan USD Em Mkts Bd EMB
VanEck JPMorgan EMLcl Ccy Bd EMLC
Vanguard Total International Bond BNDX
iShares Broad USD High Yield Corp Bd USHY
iShares TIPS Bond TIP
PIMCO 1-5 Year US TIPS STPZ
Morningstar
Analyst Rating
Morningstar
Fee Level
Mid-Cap Growth * Low
Mid-Cap Growth ´ Low
Mid-Cap Growth Œ Low
Mid-Cap Value ´ Low
Mid-Cap Value ´ Low
Mid-Cap Value * Low
Mid-Cap Value Œ Low
Mid-Cap Value * Low
Small Blend * Low
Small Blend * Low
Small Blend * Low
Small Blend ´ Low
Small Blend * Low
Small Blend * Low
Small Blend ´ Low
Small Blend * Low
Small Blend * Low
Small Blend * Low
Small Growth ´ Low
Small Growth Œ Low
Small Value * Low
Small Value * Low
Small Value ´ Low
Small Value Œ Low
Small Value * Low
Corporate Bond ´ Below Avg
Corporate Bond * Low
Corporate Bond * Low
Corporate Bond ´ Low
Corporate Bond * Low
Corporate Bond * Low
Emerging Markets Bond * Low
Emerging-Markets Lcl-Currncy ´ Low
Global Bond-USD Hedged * Low
High Yield Bond ´ Low
Inflation-Protected Bond ´ Low
Inflation-Protected Bond ´ Low
Morningstar
Rating
QQQ
QQ
1Yr
-20.62
-29.95
QQQQ -25.42
QQQQ -10.20
-8.84
-3.40
-6.06
-4.77
QQQ
QQQQ
QQQQ
QQQ
QQQQ -16.95
QQQQQ -16.90
-21.14
-25.31
-15.68
-24.16
-25.20
QQQ
QQQ
QQQ
QQQ
QQQ
QQQQQ -16.94
QQQQ -20.75
QQQQ -15.24
QQQQ -19.77
-31.77
QQQ
-
QQQQ
-8.89
3Yr
4.95
4.63
6.14
6.48
7.71
11.57
7.51
5.23
7.61
7.24
5Yr
6.30
6.42
9.04
6.07
6.87
10.13
7.09
6.31
6.62
7.17
5.09
6.92
5.47
5.22
7.16
6.88
7.13
6.81
Assets
$Bil
6.35
13.03
9.44
12.59
6.78
0.77
15.26
2.92
2.02
60.99
6.50 - 1.39
4.10
7.76
4.32
4.26
7.28
5.39
52.09
5.24
13.31
5.15
1.64
40.24
7.27 - 0.26
5.83
2.34
4.86
12.37
QQQQ -14.24
QQQQ -12.07
-9.07
QQQ
QQQ
QQQ
QQQ
QQQQ
QQQ
QQQ
QQQ
QQQ
QQQ
QQQ
-14.68
-13.29
-13.88
-9.54
QQQQ -13.28
-14.17
-21.23
-18.46
QQQQ -10.03
-12.74
-5.33
0.18
- - - 0.35
8.24
7.79
6.74
4.21
-0.88
-0.81
-1.00
-0.16
-0.86
5.83
6.54
6.14
3.93
1.28
1.54
1.20
1.44
1.39
-1.48
-3.02
0.83
3.03
2.77
6.30
8.12
22.30
1.72
0.17
9.54
6.61
5.79
40.03
-1.17 - 0.54
-5.31
-6.10
-2.14
13.96
2.94
44.46
-0.13 - 6.63
2.86
3.23
30.79
1.57
28
Fixed Income
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
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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