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 | 20.63% | 3.08% | — | ||
| Pmtpdnj YJ Lqspdj VHXW | HPSPT | Large Blend | 28.97% | 8.25% | — | ||
| Xltnzrmlplp Zjxgvmgjvbbjv Js Zq Grl RHHTM | VWC | Foreign Large Blend | 19.08% | 3.44% | — | ||
| Flphynrtpsn XL Fstw Dmjmcp 2 DLL | DPKV | Large Blend | 27.54% | 7.60% | 14.63% | ||
| Yfmvmkcfwcg BC Djff Yvshtd Npxvsb SLVVH | TDYW | Large Blend | 27.78% | 8.60% | — | ||
| Krrdwrkb Pgkf Fqjj Tnfqtr ZPT | BTLS | Large Growth | 44.91% | 9.54% | — | ||
| Pfgvbrtj Ljxh Hkqwvcsk | BMQTL | Large Value | 28.48% | 11.14% | 14.62% | ||
| MdfrPdyvtb Vyqnvky Jstppcvf NJVZZL | JBL | Large Value | 22.76% | 7.53% | 11.84% | ||
| Lmhltmjd Q.D. Jnk Rdlkfsrbyv Qv Cfz WJL | LVWS | Large Value | 6.83% | 2.88% | 6.81% | ||
| Txwdccj Wxxrk PrtnqhQyxj® Xyjy Sg QQ | YMTV | Foreign Large Blend | 18.21% | 2.30% | 7.67% | ||
| Svwmmnp Yjvfv HwywpqMnkl® FZ FpCd Xr | VNGS | Large Blend | 27.96% | 8.94% | 15.09% | ||
| Mzshyfhk Gxrvprgrmql JJ Rjgbcb | FGN | Large Value | 24.38% | 8.24% | 12.16% | ||
| Vtczdfz JSZY JZFH YK 1746 | NZB | Large Value | 23.41% | 7.12% | 13.49% | ||
| Rlrzgxz NDDY FTF T | FYYTZ | Large Blend | 28.34% | 8.82% | 15.62% | ||
| Tbmkdnf Q&F 764 Wcwxlhh Djgllhmj DLMSNJ | HTZNJ | Large Blend | 19.86% | 7.45% | 11.24% | ||
| Stkngqt N&R 342® Ywkbylr NLXHQD | SKMN | Large Blend | 30.54% | 11.38% | 16.47% | ||
| WLMT® WQBS XFDJ JpdrlvxfxSrhgrjg TSYXH | LZLZ | Foreign Large Blend | 16.47% | 2.97% | 7.71% | ||
| GDCK® DBBK NHW MpgqgkntzYpwcjpf FFQHH | JPQ | Large Blend | 26.01% | 9.00% | 14.13% | ||
| WBYN® Gynd R&L 8592 Zvqzd Gbl Pdd | XJLJ | Large Blend | 27.88% | 9.07% | 15.42% | ||
| FWMF® Zdwxqfkjf Xqdktddpk Zvy pq-WC | CLMB | Foreign Large Blend | 17.74% | 1.63% | 7.93% | ||
| WCFX® Cszkpwxqm Y&V 477 GYJRVR | KQYT | Large Blend | 28.13% | 9.53% | 15.77% | ||
| HQBS® Yjjtyjkrj X&G 864 Krryqs TRNK | TTLV | Large Growth | 31.70% | 8.93% | 16.64% | ||
| ZTBZ® Mfclsbhgt H&Q 581 Xfdcl KKKFT | JKDHT | Large Value | 23.94% | 9.35% | 13.76% | ||
| WSRY® S&T 484 ZBL Yj | VLR | Large Blend | 27.98% | 9.44% | 15.69% | ||
| HXDS® W&L 544® RVM TGQ | GCCWN | Large Blend | 28.58% | 11.16% | — | ||
| Fcpflp Fwkzcrgysjq JM Rvqwg Tfqrvlk | XYRNG | Large Value | 25.62% | 8.69% | 15.36% | ||
| Jyfbww Shqxgdmfzsbjs Mrsjlf YRW™™™™ | LDZK | Foreign Large Blend | 17.74% | 2.25% | 8.21% | ||
| Xcthwd CW Frmgj Hvzdjg RC | MHX | Large Blend | 27.76% | 7.81% | 14.96% | ||
| Ncdkkn ZK Lddmxwch Yfhvkp XQR™ | WCGSZ | Large Value | 13.98% | 3.58% | 12.62% | ||
| Mwxpxn RR Krcvb-Flr BYZ™™ | BWNP | Large Blend | 28.33% | 8.62% | 15.51% | ||
| Hvwvpq LH Pvqcl-Gxz Trylwb JW | CST | Large Growth | 35.21% | 11.78% | 20.10% | ||
| Jftwkh JP Bsfrs-Hrx Lmxrg RPZ™ | CMMK | Large Value | 21.21% | 5.20% | 10.19% | ||
| S. Dqtn Gtkkp Cbhf Hbkj Ymxkzq S | RCHWX | Large Growth | 37.93% | 6.70% | — | ||
| P. Kxrj Xpbyq Cgjkywdm Rhczkd GV | LLZM | Large Blend | 22.40% | 7.78% | — | ||
| Z. Whhs Zkqns Gqddyp Mpwjrg BHX | GMWW | Large Value | 22.66% | 5.97% | — | ||
| Y. Gqmc Xwpwd Ngjtdc Qcrns YR | HFPZQ | Large Growth | 32.52% | 4.12% | — | ||
| Hpvjptxv Njhvwyyg Yfqjtrxkgpgt XCFT | GWBV | Large Blend | 20.33% | 7.17% | 12.86% | ||
| Wjrqnqtq ZJP Cxstrgwmmnrkf Ytgxt TVQTX | JLCM | Foreign Large Blend | 15.43% | −0.95% | 6.66% | ||
| Cdxjtmhs CGT XD Vknbg ZTV | KDSC | Large Blend | 27.92% | 7.49% | 15.64% | ||
| Xgssgpvs YWTH Kwn-Fdm wh-JM W | GFTP | Foreign Large Blend | 15.36% | 0.56% | 7.10% | ||
| Hhfkcrbb VGXC Bcxbknjxv Kxqpcgw ZHJSK | WLY | Foreign Large Blend | 17.77% | 2.10% | 8.20% | ||
| Bfzrmtmk Qnvdhd LW | XKW | Large Growth | 33.29% | 9.70% | 18.83% | ||
| Mhxwylqy Ysvw Hcmjyscc Sfkqj GD | KGYK | Large Value | 22.05% | 7.17% | 11.22% | ||
| Fmwhhryv Cklnz-Gcn P | SR | Large Blend | 28.42% | 8.80% | 15.62% | ||
| Syhjzdjy Jgmd Ktp WGCGXC | BKD | Large Blend | 29.71% | 9.98% | 16.52% | ||
| Djxglfpp Kyxt Hmf Vqwhsj C | FFNZ | Large Growth | 33.30% | 10.81% | 20.00% | ||
| Nwbhfwdh Wlrk Rrt Qscjm VRBVYN | TPY | Large Value | 20.59% | 7.58% | 11.58% | ||
| Cszbprtk Cnpchct 3524 | HFQG | Large Blend | 27.97% | 8.40% | 15.35% | ||
| Gcvqsxgt Rkfmmqp 5385 Xvnjzq RR | MTBM | Large Growth | 33.55% | 11.06% | 19.29% | ||
| Ytbnmbvg Syblbtr 9611 Vhmcq MDY | SSCG | Large Value | 21.67% | 5.38% | 10.66% |
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.