ETF Rankings [December 2024]: Top Funds for a Diversified Portfolio

ETF Rankings: Building a Smart and Diversified Portfolio

Exchange-Traded Funds (ETFs) have become increasingly popular in the investment world, offering an efficient and cost-effective way to achieve diversification. At Bullvora, we believe ETFs are essential tools for investors at every level, from beginners to seasoned market players.

What Are ETFs and Why Are They Valuable?

ETFs are funds that trade on stock exchanges, much like individual stocks. They typically track specific indices, sectors, or asset classes, giving investors exposure to a wide range of investments in a single transaction. Their flexibility, transparency, and low expense ratios make them ideal for building a balanced and diversified portfolio.

Our ETF Rankings – December 2024

We regularly review and rank ETFs to help you identify the most promising options in the market. Our rankings consider key criteria, including:

• Portfolio diversification: How well the ETF enhances overall portfolio balance.

• Alignment with the Bullvora investment philosophy: Funds that complement a strategic, long-term investing approach.

• Growth potential: The likelihood of generating positive returns over the next five years.

• Expense ratios: Keeping costs low to maximize returns.

Below are our top-ranked ETFs for December 2024:

1. Vanguard Total Stock Market ETF (NYSEMKT: VTI) – A comprehensive option for broad U.S. market exposure.

2. iShares S&P 600 Small-Cap ETF (NYSEMKT: IJR) – Ideal for tapping into the growth potential of smaller companies.

3. Vanguard Mid-Cap ETF (NYSEMKT: VO) – A solid choice for balancing growth and stability.

4. iShares Core S&P 500 ETF (NYSEMKT: IVV) – A classic pick tracking the performance of the S&P 500.

5. Vanguard Value ETF (NYSEMKT: VTV) – For those seeking exposure to undervalued stocks with strong fundamentals.

6. Schwab International Equity ETF (NYSEMKT: SCHF) – Expanding your portfolio into global developed markets.

7. Vanguard Real Estate ETF (NYSEMKT: VNQ) – Accessing the dynamic real estate market.

8. Vanguard Dividend Appreciation ETF (NYSEMKT: VIG) – Focusing on companies with a history of increasing dividends.

9. Vanguard Growth ETF (NYSEMKT: VUG) – Targeting high-growth opportunities in the U.S. market.

10. Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEMKT: VSS) – Global diversification into small-cap stocks.

11. Vanguard FTSE Emerging Markets ETF (NYSEMKT: VWO) – Exploring high-growth opportunities in emerging economies.

How to Use Our Rankings

You don’t need dozens of ETFs to create a well-diversified portfolio. A few carefully selected funds can help you cover all key market segments. Whether you’re building your portfolio from scratch or looking to increase your exposure to specific areas—like small caps or international markets—our rankings and substitution charts can guide your choices.

When crafting your investment strategy, always consider your personal goals, risk tolerance, and time horizon. The right mix of ETFs can provide you with a foundation for long-term growth and financial success.

Broad Market

• Vanguard Total Stock Market ETF (NYSEMKT: VTI)

• Schwab U.S. Broad Market ETF (NYSEMKT: SCHB)

• iShares Core S&P Total U.S. Stock Market ETF (NYSEMKT: ITOT)

• SPDR Portfolio S&P 1500 Composite Stock Market ETF (NYSEMKT: SPTM)

Large-Cap Core

• iShares Core S&P 500 ETF (NYSEMKT: IVV)

• Vanguard S&P 500 ETF (NYSEMKT: VOO)

• Schwab U.S. Large-Cap ETF (NYSEMKT: SCHX)

• SPDR Portfolio S&P 500 ETF (NYSEMKT: SPLG)

Large-Cap Value

• Vanguard Dividend Appreciation ETF (NYSEMKT: VIG)

• Vanguard Value ETF (NYSEMKT: VTV)

• Schwab U.S. Large-Cap Value ETF (NYSEMKT: SCHV)

• SPDR Portfolio S&P 500 Value ETF (NYSEMKT: SPYV)

• Vanguard High Dividend Yield ETF (NYSEMKT: VYM)

Large-Cap Growth

• Vanguard Growth ETF (NYSEMKT: VUG)

• Schwab U.S. Large-Cap Growth ETF (NYSEMKT: SCHG)

• SPDR Portfolio S&P 500 Growth ETF (NYSEMKT: SPYG)

Mid Cap

• Vanguard Mid-Cap ETF (NYSEMKT: VO)

• Schwab U.S. Mid-Cap ETF (NYSEMKT: SCHM)

• iShares Core S&P Mid-Cap ETF (NYSEMKT: IJH)

• iShares Morningstar Mid-Cap Value ETF (NASDAQ: IMCV)

• Vanguard Mid-Cap Growth ETF (NYSEMKT: VOT)

Small Cap

• iShares S&P Small-Cap 600 ETF (NYSEMKT: IJR)

• Vanguard Small-Cap ETF (NYSEMKT: VB)

• Schwab U.S. Small-Cap ETF (NYSEMKT: SCHA)

• iShares Morningstar Small-Cap Value ETF (NYSEMKT: ISCV)

• Vanguard Small-Cap Growth ETF (NYSEMKT: VBK)

International

• Schwab International Equity ETF (NYSEMKT: SCHF)

• Vanguard Total International Stock ETF (NASDAQ: VXUS)

• Vanguard FTSE Developed Markets ETF (NYSEMKT: VEA)

• iShares Core MSCI International Developed Markets ETF (NYSEMKT: IDEV)

• Vanguard FTSE Emerging Markets ETF (NYSEMKT: VWO)

• iShares Core MSCI Emerging Markets ETF (NYSEMKT: IEMG)

• Vanguard FTSE All-World ex-U.S. Small-Cap ETF (NYSEMKT: VSS)

• Schwab International Small-Cap Equity ETF (NYSEMKT: SCHC)