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Page 3 of 3
Large Growth
|
Ticker
|
Q3 (%)
|
|
XRO
|
-18.88
|
|
IWF
|
-11.60
|
|
VUG
|
-11.79
|
|
SZG
|
-21.08
|
Seems like old times. After all of the talk about large-cap growth's resurgence over the past two years, many ETF momentum investors were rewarded in 2007. But that outperformance reversed in the second quarter and continued to lag other large-cap styles in the last quarter.
With their big wins in 2007, some of the most popular funds still remain neck and neck with their large-cap value competitors over the last year. One is the iShares Russell 1000 Growth Index (NYSEArca: IWF). It's down nearly 20.5% in the past 12 months vs. large-cap-value-focused IVE's 24.4% fall.
Another data point to keep in mind is that IWF's returns slipped more than 12.5% in the second quarter. So even though it slid more in the third quarter, IWF's fall was less severe.
Top 15 Returns For ETFs & ETNs In Third Quarter 2008
|
Name
|
Symbol
|
Total Return (%)
|
Category
|
|
Elements Australian Dollar
|
ADE
|
87.65
|
Currency
|
|
ProShares UltraShort Materials
|
SMN
|
84.58
|
Inverse
|
|
PowerShares Oil Double Short
|
DTO
|
76.50
|
Inverse
|
|
Rydex Inverse 2x Select Energy
|
REC
|
73.68
|
Inverse
|
|
PowerShares Commodity Short
|
DEE
|
70.42
|
Inverse
|
|
PowerShares Agric. Dble Shrt
|
AGA
|
67.93
|
Inverse
|
|
ProShares Dble Short Semicond.
|
SSG
|
56.60
|
Inverse
|
|
ProShares UltraShort Oil & Gas
|
DUG
|
54.84
|
Inverse
|
|
ProShares UltraShort Emerg. Mkts.
|
EEV
|
54.19
|
Inverse
|
|
PowerShares Metals Double Short
|
BOM
|
51.55
|
Inverse
|
|
ProShares UltraShort EAFE
|
EFU
|
51.01
|
Inverse
|
|
ProShares UltraShort Mid Growth
|
SDK
|
49.69
|
Inverse
|
|
E-Tracs Short Platinum
|
PTD
|
48.24
|
Inverse
|
|
ProShares UltraShort Utilities
|
SDP
|
44.55
|
Inverse
|
|
ProShares UltraShort QQQ
|
QID
|
39.77
|
Inverse
|
Top 10: Large-Cap Growth (Return %)
|
Name
|
Ticker
|
Return
|
|
Biotech HOLDRs
|
BBH
|
8.21
|
|
PowerShares Pharmas
|
PJP
|
2.69
|
|
Vanguard Health Care
|
VHT
|
1.53
|
|
iShares Health Care
|
IYH
|
0.94
|
|
ProShares Ultra Health
|
RXL
|
-0.74
|
|
Rydex Equal Wt. Health
|
RYH
|
-1.04
|
|
Software HOLDRs
|
SWH
|
-1.47
|
|
SPDR Health Care
|
XLV
|
-1.73
|
|
iShares Global Health
|
IXJ
|
-2.16
|
|
iShares Consumer Svcs.
|
IYC
|
-2.80
|
Top 10: Large-Cap Value (Return %)
|
Name
|
Ticker
|
Return
|
|
Reg. Bank HOLDRs
|
RKH
|
18.98
|
|
First Trust Div. Ldrs
|
FDL
|
10.65
|
|
iShares Finan. Svcs
|
IYG
|
7.97
|
|
WisTree High-Yield
|
DHS
|
6.99
|
|
SPDR KBW Bank
|
KBE
|
6.13
|
|
WisTree Div. Top 100
|
DTN
|
3.45
|
|
Vanguard Financials
|
VFH
|
3.34
|
|
iShares U.S. Financial
|
IYF
|
3.12
|
|
PwShs RAFI Consumer
|
PRFG
|
2.41
|
|
PwShs RAFI Financials
|
PRFF
|
0.36
|
Top 10: Large-Cap Blend (Return %)
|
Name
|
Ticker
|
Return
|
|
ProShar Ultra Cons. Gds
|
UGE
|
6.05
|
|
Elements Wide Moat
|
WMW
|
5.31
|
|
iShares Consumer Goods
|
IYK
|
4.44
|
|
Vang. Consumer Staples
|
VDC
|
4.28
|
|
SPDR Consumer Staples
|
XLP
|
3.18
|
|
Rydex Eq. Wt. Con. Stples
|
RHS
|
2.03
|
|
iShares U.S. Pharmas
|
IHE
|
1.82
|
|
Retail HOLDRs
|
RTH
|
1.39
|
|
PwShs RAFI Health Care
|
PRFH
|
0.12
|
|
PwShs High Growth Div.
|
PHJ
|
-1.96
|
Top 10: Small-Cap Growth (Return %)
|
Name
|
Ticker
|
Return
|
|
HlthShrs Cardio
|
HHE
|
9.05
|
|
Rydex 600 Pure
|
RZG
|
0.49
|
|
HlthShrs Gender
|
HHU
|
0.11
|
|
iShares S&P Grow
|
IJT
|
-3.55
|
|
PwShs Zacks SC
|
PZJ
|
-3.95
|
|
HlthShs Ortho.
|
HHP
|
-4.46
|
|
HlthShs Dermatol.
|
HRW
|
-4.63
|
|
PwShs Nasdaq SC
|
PQSC
|
-5.98
|
|
PwShs Dyn. SC Grow
|
PWT
|
-6.65
|
|
iShares Russ. 2000 G
|
IWO
|
-6.92
|
Top 10: Small-Cap Value (Return %)
|
Name
|
Ticker
|
Return
|
|
SPDR KBW Reg. Bank
|
KRE
|
33.31
|
|
iShares Home Const.
|
ITB
|
26.02
|
|
SPDR Homebuilders
|
XHB
|
19.72
|
|
FocusShrs Homebldrs
|
SAW
|
16.74
|
|
WisTree Small Div.
|
DES
|
10.71
|
|
iShares Russ. 2000 Val.
|
IWN
|
6.60
|
|
Rydex 600 Pure Value
|
RZV
|
6.30
|
|
iShares Morning. SV
|
JKL
|
6.28
|
|
Vanguard SC Value
|
VBR
|
2.06
|
|
SPDR Wilshire SCV
|
DSV
|
-1.09
|
Top 10: Small-Cap Blend (Return %)
|
Name
|
Ticker
|
Return
|
|
SPDR Wilshire SC
|
DSC
|
2.32
|
|
WisTree SC Earn.
|
EES
|
2.29
|
|
iShares Russ. Micro
|
IWC
|
0.34
|
|
RevenueShares SC
|
RWJ
|
0.28
|
|
First Trust Micro
|
FDM
|
-0.71
|
|
iShares SC 600
|
IJR
|
-0.81
|
|
PwShs Zacks Micro
|
PZI
|
-1.28
|
|
First Trust SC Core
|
FYX
|
-1.59
|
|
PwShs Dynamic SC
|
PJM
|
-3.56
|
|
Vanguard SC
|
VB
|
-4.61
|
|
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