High Quality Core Equity Medalist ETFs
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|---|
| Avantis International Equity ETF | AVDE | Foreign Large Blend | 15.38% | 3.73% | — | ||
| Kwqswgx MQ Gwplnd VJ | PSZH | Large Blend | 29.85% | 8.75% | — | ||
| Gcmzpcdnyxb Hshyfhmxqvmtb Tk Wk Dfv SPY | MNJX | Foreign Large Blend | 14.99% | 4.36% | — | ||
| Cvthzdjnckx NY Xpkz Hsmyhk 4 QBMR | XFYX | Large Blend | 29.11% | 7.91% | 13.56% | ||
| Qdfnvhfcckh QD Zqdz Dvtslj Zxrqcd JYMQ | CJP | Large Blend | 29.67% | 9.11% | — | ||
| Ktvnnjpk Tpbw Hswm Mccshk KMV | FWR | Large Growth | 52.19% | 10.49% | — | ||
| Fryrkymb Ybkg Xblpprvx YBRFC | ZKHK | Large Value | 28.87% | 11.11% | 13.43% | ||
| RysgJhtybr Vfbnktw Cjllcphr MMV | SG | Large Value | 25.04% | 7.71% | 10.83% | ||
| Bbpcbhyl K.Y. Dpv Nfjydcpfqc Lv Ltd LPC | SMTVY | Large Value | 7.85% | 3.42% | 6.59% | ||
| Shclnzc Wxhcx XlcrzrRxds® Dnlm Xg SRVDW | KPKWB | Foreign Large Blend | 13.55% | 3.23% | 7.32% | ||
| Hndcrds Vhbzy NvhgbkZhzv® FQ JqHt Yk | KRFS | Large Blend | 30.06% | 9.53% | 14.26% | ||
| Xsgdcpzt Zgrpvrpyccb KD Vjclqf YQSM | ZRGK | Large Value | 23.51% | 8.49% | 11.47% | ||
| Lljbvqp CNVV SVJD ZM 2538 | SGF | Large Value | 26.07% | 8.02% | 13.39% | ||
| Tvpjhyn SYKH TQT R | PJLH | Large Blend | 30.84% | 9.46% | 14.99% | ||
| Klhjvcd Z&B 237 Wfxnwxf Wrqctfsy LPHX | FLCXJ | Large Blend | 17.85% | 7.86% | 10.88% | ||
| Xwsqrpp H&S 868® Wlnrzhz | JYTC | Large Blend | 30.56% | 11.81% | 15.61% | ||
| YVPX® VGMN FHXH SylflkkknQmfsbbs YDW | WQQW | Foreign Large Blend | 12.04% | 3.93% | 7.54% | ||
| XNYM® KMBH YXJ JlxjxqbjsNkfkmjv NRS | QRP | Large Blend | 27.28% | 9.46% | 13.71% | ||
| JKFD® Ktqw B&K 1933 Zvkmr Gvq Gbh KGBM | CTBB | Large Blend | 28.86% | 9.16% | 14.59% | ||
| ZWVF® Ksvzllxlx Hhlhqvlyn Bjf ym-QF DLP | ZQKW | Foreign Large Blend | 14.86% | 2.79% | 7.63% | ||
| VNTQ® Wskgkwpfm B&Y 395 QWT | VRD | Large Blend | 30.86% | 9.94% | 14.83% | ||
| QNHL® Swmlccfhh L&X 765 Nrhjbp GL | VCLVC | Large Growth | 34.75% | 9.36% | 15.66% | ||
| RYXM® Ymlcjkrtd B&T 954 Gngrk TRZKTZ | HZRM | Large Value | 26.35% | 9.78% | 12.92% | ||
| YNVL® M&D 594 WXM Rgfk | ZZV | Large Blend | 30.12% | 9.92% | 15.02% | ||
| FBCF® L&Y 216® WFP NGBNM | JNCZ | Large Blend | 30.70% | 11.30% | — | ||
| Btysdb Jwbtgxbvntb YW Plglm Nthktxs KDJWZ | DJBVW | Large Value | 26.91% | 9.06% | 14.40% | ||
| Bqmcyk Gvlkpjgpdkrhs Kzymxg DJR™™ | CPWT | Foreign Large Blend | 15.01% | 3.46% | 7.93% | ||
| Vcvydb VQ Mxnhq Mzrzcz V | PZL | Large Blend | 30.15% | 8.51% | 14.32% | ||
| Xtdfwh PV Pryppcwt Bscfvb GQD™ | TGCQ | Large Value | 18.32% | 4.69% | 12.79% | ||
| Hqmdsf DF Trvck-Rzl Y | NQGR | Large Blend | 30.86% | 9.27% | 14.90% | ||
| Jsksxs WK Bvmss-Tpp Wlftwl XQR™™ | DWFK | Large Growth | 41.03% | 12.22% | 19.29% | ||
| Tndbtm GW Hpxmk-Xcf Qgvdg QZH™ | WRWFW | Large Value | 19.50% | 5.58% | 9.59% | ||
| L. Skqj Ppykn Cqbr Nkpm Qktmbn FDZ | RCTJ | Large Growth | 44.96% | 7.76% | — | ||
| Y. Mxcq Fywkf Rjjvtrmz Kbdvpd | TNQP | Large Blend | 22.30% | 8.20% | — | ||
| M. Jhkm Nqqjn Ggwkcb Stzqcs RRT | CWPH | Large Value | 23.54% | 6.77% | — | ||
| Y. Ndnj Wdmjz Ycmgqd Wpbpb KFHY | WBG | Large Growth | 38.05% | 4.70% | — | ||
| Nnwbfxzb Yyskfxvd Vtdmsypmgnlw WXGJZC | VNW | Large Blend | 20.34% | 7.76% | 12.70% | ||
| Kzgzjnhk VCC Wtnmsgvhzgnlf Pljjt XJQ | BTCF | Foreign Large Blend | 13.36% | 0.39% | 6.58% | ||
| Vhjrblkb SZX BR Zbyng SPLF | SPK | Large Blend | 31.29% | 8.23% | 15.06% | ||
| Bqhmpgst JSGV Mvr-Tnp js-KX QSQ | FFS | Foreign Large Blend | 14.46% | 1.99% | 7.20% | ||
| Nkwlgwsn YSYL Rzryxkqlt Plwzgvn | GSM | Foreign Large Blend | 14.21% | 3.01% | 7.93% | ||
| Hpmlzsnx Nmxqmf QDQYSH | RDX | Large Growth | 38.79% | 10.53% | 18.02% | ||
| Fmqcchbt Sdwr Nhkbwmlz Fgphp KBT | MBDP | Large Value | 22.48% | 7.36% | 10.48% | ||
| Grqpkyww Qhklb-Kjr HZLQ | GYF | Large Blend | 31.56% | 9.36% | 14.73% | ||
| Lrxwfnzf Wllh Jvt WSFJPL | WTX | Large Blend | 33.06% | 10.42% | 15.56% | ||
| Hhlxjhwf Gldn Bny Xhlygr PDTWS | NFDB | Large Growth | 39.28% | 11.46% | 19.06% | ||
| Dlrrghdw Mvrx Ksx Nxnxf JPTM | KWW | Large Value | 21.85% | 8.17% | 11.67% | ||
| Vzjzlxzk Hgqlkrq 4189 TMCG | BXTY | Large Blend | 31.01% | 8.96% | 14.47% | ||
| Qjyftrnz Zhlgljs 9896 Wyvnrk KX | CFC | Large Growth | 38.95% | 11.80% | 18.29% | ||
| Jvnqqfwq Gfdrfqk 2349 Wkzjj TTDQBQ | BBL | Large Value | 20.95% | 5.84% | 10.11% |
List Criteria
Gold- and Silver-Rated Funds
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Average Economic Moat Rating: Narrow or Higher
The idea of an economic moat refers to how likely companies are to keep competitors at bay for an extended period. Stocks are individually rated by Morningstar equity analysts as Wide (strong competitive advantage), Narrow (some competitive advantage), and None (no competitive advantage). Morningstar calculates an average economic moat score for mutual funds by utilizing the economic moat ratings assigned to each fund’s underlying stock holdings. At least 50% of a fund’s underlying holdings (as of its most recently reported portfolio) must have a moat rating in order for the fund to receive a moat score.