<U/O> ETF Proxy 3-month Flashcharts provide a graphical narrative demonstrating relative performance and effective correlations. Data sets below are publicly-sourced from an investment universe of over 60 securities detailing exclusive ETF utilization for benchmark index applications of peer group analytics and valuation across global capital markets and asset classes, along sector/subsector proxies and within industry verticals (n=24).
Exhibit [1]
iShares Core S&P Total US Stock Mkt (ITOT)
iShares Core US Value (IUSV)
iShares Core US Growth (IUSG)
Exhibit [2]
iShares Dow Jones US (IYY)
SPDR® S&P 500 ETF (SPY)
iShares Russell 1000 (IWB)
iShares Russell 2000 (IWM)
iShares Russell 3000 (IWV)
Exhibit [3]
SPDR® S&P 500 ETF (SPY)
iShares Core MSCI Total Intl Stk (IXUS)
iShares Core MSCI Europe (IEUR)
iShares Global 100 (IOO)
iShares Core MSCI Pacific (IPAC)
iShares MSCI Emerging Markets Asia (EEMA)
iShares MSCI Emerging Mkts Latin America (EEML)
Exhibit [4]
iShares Russell 1000 (IWB)
iShares Russell 1000 Growth (IWF)
iShares Russell 1000 Value (IWD)
Exhibit [5]
iShares Russell 1000 (IWB)
iShares Russell 1000 Value (IWD)
iShares Russell 2000 Value (IWN)
Exhibit [6]
iShares Russell 1000 (IWB)
iShares Russell 1000 Growth (IWF)
iShares Russell 2000 Growth (IWO)
Exhibit [7]
iShares Russell 2000 (IWM)
iShares Russell 2000 Growth (IWO)
iShares Russell 2000 Value (IWN)
Exhibit [8]
iShares Russell 2000 (IWM)
iShares Russell 2000 Value (IWN)
iShares Russell 1000 Value (IWD)
Exhibit [9]
iShares Russell 2000 (IWM)
iShares Russell 2000 Growth (IWO)
iShares Russell 1000 Growth (IWF)
Exhibit [10]
iShares Morningstar Large-Cap (JKD)
iShares Morningstar Mid-Cap (JKG)
iShares Morningstar Small-Cap (JKJ)
Exhibit [11]
iShares Morningstar Large-Cap (JKD)
iShares Morningstar Large-Cap Growth (JKE)
iShares Morningstar Large-Cap Value (JKF)
Exhibit [12]
iShares Morningstar Mid-Cap (JKG)
iShares Morningstar Mid-Cap Growth (JKH)
iShares Morningstar Mid-Cap Value (JKI)
Exhibit [13]
iShares Morningstar Small-Cap (JKJ)
iShares Morningstar Small-Cap Growth (JKK)
iShares Morningstar Small-Cap Value (JKL)
Exhibit [14]
iShares Morningstar Large-Cap Growth (JKE)
iShares Morningstar Mid-Cap Growth (JKH)
iShares Morningstar Small-Cap Growth (JKK)
Exhibit [15]
iShares Morningstar Large-Cap Value (JKF)
iShares Morningstar Mid-Cap Value (JKI)
iShares Morningstar Small-Cap Value (JKL)
Exhibit [16]
iShares TIPS Bond (TIP)
PowerShares DB US Dollar Bullish ETF (UUP)
PowerShares DB Commodity Tracking ETF (DBC)
United States Oil (USO)
SPDR® Gold Shares (GLD)
Exhibit [17]
iShares Core US Aggregate Bond (AGG)
iShares TIPS Bond (TIP)
iShares iBoxx $ Invst Grade Crp Bond (LQD)
iShares iBoxx $ High Yield Corporate Bd (HYG)
SPDR® Blackstone / GSO Senior Loan ETF (SRLN)
iShares US Preferred Stock (PFF)
Exhibit [18]
iShares Core US Aggregate Bond (AGG)
iShares iBoxx $ Invst Grade Crp Bond (LQD)
iShares iBoxx $ High Yield Corporate Bd (HYG)
iShares International High Yield Bond (HYXU)
iShares Emerging Markets Corporate Bond (CEMB)
SPDR® Barclays International Corp Bd ETF (IBND)
Exhibit [19]
iShares Core US Aggregate Bond (AGG)
PIMCO 0-5 Year High Yield Corp Bd ETF (HYS)
Babson Cap Global Short Duration HY (BGH)
iShares 0-5 Year Invmt Grd Corp Bd (SLQD)
Exhibit [20]
SPDR® S&P 500 ETF (SPY)
Consumer Discret Sel Sect SPDR® ETF (XLY)
Energy Select Sector SPDR® ETF (XLE)
Financial Select Sector SPDR® ETF (XLF)
Health Care Select Sector SPDR® ETF (XLV)
Industrial Select Sector SPDR® ETF (XLI)
Materials Select Sector SPDR® ETF (XLB)
Real Estate Select Sector SPDR® (XLRE)
Technology Select Sector SPDR® ETF (XLK)
Utilities Select Sector SPDR® ETF (XLU)
Exhibit [21]
Energy Select Sector SPDR® ETF (XLE)
United States Natural Gas (UNG)
Market Vectors® Coal ETF (KOL)
Market Vectors® Uranium+Nuclear Engy ETF (NLR)
PowerShares WilderHill Clean Energy ETF (PBW)
United States Oil (USO)
Exhibit [22]
Energy Select Sector SPDR® ETF (XLE)
SPDR® S&P Oil & Gas Explor & Prodtn ETF (XOP)
Market Vectors® Oil Services ETF (OIH)
Market Vectors® Oil Refiners ETF (CRAK)
Market Vectors® Unconvnt Oil & Gas ETF (FRAK)
United States Oil (USO)
Exhibit [23]
PowerShares WilderHill Clean Energy ETF (PBW)
PowerShares Cleantech ETF (PZD)
Energy Select Sector SPDR® ETF (XLE)
Industrial Select Sector SPDR® ETF (XLI)
Utilities Select Sector SPDR® ETF (XLU)
Exhibit [24]
PowerShares WilderHill Clean Energy ETF (PBW)
PowerShares Cleantech ETF (PZD)
Guggenheim Solar ETF (TAN)
First Trust ISE Global Wind Energy ETF (FAN)
First Trust NASDAQ® Cln Edge®StGidIfsETF (GRID)
First Trust ISE Water ETF (FIW)
Global X Lithium ETF (LIT)
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Published research serves as both a quantitative reference and instructional resource in addition to a template for client services. Metrics may be modified to accommodate the universe of sector, industry and subindustry research. For assistance implementing the aforementioned concepts within financial/economic models or investment research process, please note three levels of consultation: Qualitative – Support, Quantitative – Directed and Quantitative – Fundamental. For additional articles and quantitative analytics, please visit <U/O> Research.
No part of this article, related publications or web-based content may be reproduced in any form or referred to in any other publication without express written permission of Universal Orbit ©2016 and David B. Kleinberg. Forward looking statements, estimates and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable but are not assured as to accuracy. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information. This content is distributed for informational purposes only and should not be considered as investing advice or a recommendation of any particular security, strategy or investment product. The author's opinions are subject to change without notice.
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