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YCharts Category Benchmarks

YCharts Category benchmarks are a set of more granular benchmarks used to evaluate fund risk and performance. They are designed to align more closely with specific fund objectives.

YCharts Category YCharts Benchmark Lipper Peer Group Portfolio Auto Benchmark Exposure Proxy
US Large Cap Growth Russell 1000 Growth Total Return Large-Cap Growth Funds iShares Russell 1000 Growth
US Large Cap Value Russell 1000 Value Total Return Large-Cap Value Funds iShares Russell 1000 Value ETF
US Large Cap Blend S&P 500 Total Return Large-Cap Blend Funds State Street SPDR S&P 500 ETF Trust
US Mid-Cap Growth Russell Midcap Growth Total Return Mid-Cap Growth Funds iShares Russell Mid-Cap Growth ETF
US Mid-Cap Value Russell Midcap Value Total Return Mid-Cap Value Funds iShares Russell Mid-Cap Value ETF
US Mid-Cap Core Russell Midcap Total Return Mid-Cap Core Funds iShares Russell Mid-Cap ETF
US Small-Cap Growth Russell 2000 Growth Total Return Small-Cap Growth Funds iShares Russell 2000 Growth ETF
US Small-Cap Value Russell 2000 Value Total Return Small-Cap Value Funds iShares Russell 2000 Value ETF
US Small-Cap Core Russell 2000 Total Return Small-Cap Core Funds iShares Russell 2000 ETF
US Multi-Cap Growth Russell 1000 Growth Total Return Multi-Cap Growth Funds iShares Russell 1000 Growth
US Multi-Cap Value Russell 1000 Value Total Return Multi-Cap Value Funds iShares Russell 1000 Value ETF
US Multi-Cap Core S&P 500 Total Return Multi-Cap Core Funds State Street SPDR S&P 500 ETF Trust
Global Large-Cap Growth MSCI ACWI Net Total Return Global Large-Cap Growth iShares MSCI ACWI ETF
Global Large-Cap Value MSCI ACWI Net Total Return Global Large-Cap Value iShares MSCI ACWI ETF
Global Large-Cap Core MSCI ACWI Net Total Return Global Large-Cap Core iShares MSCI ACWI ETF
Global Multi-Cap Growth MSCI ACWI Net Total Return Global Multi-Cap Growth iShares MSCI ACWI ETF
Global Multi-Cap Value MSCI ACWI Net Total Return Global Multi-Cap Value iShares MSCI ACWI ETF
Global Multi-Cap Core MSCI ACWI Net Total Return Global Multi-Cap Core iShares MSCI ACWI ETF
Global Small/Mid-Cap Funds MSCI ACWI SMID Cap Net Total Return Global Small/Mid-Cap Funds iShares MSCI ACWI ETF
International Large-Cap Growth MSCI ACWI Ex USA Net Total Return International Large-Cap Growth iShares MSCI ACWI ex US ETF
International Large-Cap Value MSCI ACWI Ex USA Net Total Return International Large-Cap Value iShares MSCI ACWI ex US ETF
International Large-Cap Core MSCI ACWI Ex USA Net Total Return International Large-Cap Core iShares MSCI ACWI ex US ETF
International Multi-Cap Growth MSCI ACWI Ex USA Net Total Return International Multi-Cap Growth iShares MSCI ACWI ex US ETF
International Multi-Cap Value MSCI ACWI Ex USA Net Total Return International Multi-Cap Value iShares MSCI ACWI ex US ETF
International Multi-Cap Core MSCI ACWI Ex USA Net Total Return International Multi-Cap Core iShares MSCI ACWI ex US ETF
International Small/Mid-Cap Growth MSCI ACWI Ex USA Small Cap Net Total Return International Small/Mid-Cap Growth Vanguard FTSE All-World ex-US Small-Cap Index ETF
International Small/Mid-Cap Value MSCI ACWI Ex USA Small Cap Net Total Return International Small/Mid-Cap Value Vanguard FTSE All-World ex-US Small-Cap Index ETF
International Small/Mid-Cap Core MSCI ACWI Ex USA Small Cap Net Total Return International Small/Mid-Cap Core Vanguard FTSE All-World ex-US Small-Cap Index ETF
US Aggregate Bond Bloomberg US Aggregate Bond USD*
Bond USD Medium Term*		 iShares Core US Aggregate Bond ETF
US Short Term Bond Bloomberg US Government/Credit 1-3 Year Bond USD Short Term* iShares 1-3 Year Treasury Bond ETF
US Corporate Bond Bloomberg US Corporate Bond USD Corporates* State Street SPDR Portfolio Corporate Bond ETF
US Government Bond Bloomberg US Treasury Bond USD Government* iShares 0-3 Month Treasury Bond ETF
US Short Term Government Bond Bloomberg US Government/Credit 1-3 Year Bond USD Government Short Term* iShares 1-3 Year Treasury Bond ETF
US High Yield Bond Bloomberg US Corporate High Yield Bond USD High Yield* iShares Broad USD High Yield Corporate Bond ETF
US Inflation Linked Bond Bloomberg US TIPS (Series-L) Bond USD Inflation Linked* iShares TIPS Bond ETF
US Mortgage Backed Bond Bloomberg US Mortgage Backed Securities Bond USD Mortgages* iShares MBS ETF
US Money Market Bloomberg US Treasury Bills 1-3 Month Bond USD Tax Exempt Money Market* State Street SPDR Bloomberg 1-3 Month T-Bill ETF
US Aggregate Municipal Bond Bloomberg Municipal Bond Bond USD Municipal*
Bond USD Municipal MT*		 iShares National Muni Bond ETF
US Short Term Municipal Bond Bloomberg Municipal Bond Short 1-5 Year Bond USD Municipal ST* State Street SPDR Nuveen ICE Sht Term Muni Bd ETF
US High Yield Municipal Bond Bloomberg Municipal Bond High Yield Bond USD Municipal High Yield* iShares Broad USD High Yield Corporate Bond ETF
US Long/Short Equity Lipper Global Alternative Long/Short Equity US Alternative Long/Short Equity US* First Trust Long/Short Equity ETF
Africa Equity MSCI South Africa Equity Morocco*
Equity South Africa*
Equity Egypt*		 iShares MSCI South Africa ETF
Alternatives Private Equity Index Total Return Liquid Alternatives**
Alternative Equity**
Absolute Return**
Hedge Funds**
Loan Participation Funds**		 Invesco Global Listed Private Equity ETF
Asia Equity MSCI AC Asia   iShares MSCI Emerging Markets Asia ETF
Australia Equity MSCI Australia Equity Australia*
Equity Australia Sm&Mid Cap*		 iShares MSCI Australia ETF
Canada Bond Bloomberg Global Aggregate CAD Bond CAD*
Bond CAD High Yield*
Bond CAD Inflation Linked*
Bond CAD Short Term*		 iShares Core Canadian Universe Bond Index ETF
Canada Equity MSCI Canada Equity Canada*
Equity Canada Income*		 iShares Core S&P/TSX Capped Composite Index ETF
Canada Large Cap S&P/TSX 60    iShares S&P/TSX 60 Index ETF
Canada Mid/Small Cap Equity S&P/TSX SmallCap Index Equity Canada Sm&Mid Cap* iShares S&P/TSX Small Cap Index ETF
China Equity MSCI China Equity China*
Equity China Small & Mid Cap*
Equity Greater China*
Equity Hong Kong*
Equity Taiwan*
Equity Taiwan Sm&Mid Cap*		 iShares MSCI China ETF
Commodities MSCI China Commodity Agriculture*
Commodity Blended*
Commodity Energy*
Commodity Industrial Metals*
Commodity Precious Metals*
Commodity Other*		 abrdn Bloomberg All Commodity Strat K-1 Free ETF
Communications Equity S&P 1500 Communication Services (Sector) Equity Sector Communication Services* State Street Com Svc Sel Sec SPDR ETF
Consumer Staples Equity S&P 1500 Consumer Staples (Sector) Equity Sector Consumer Staples* State Street Cons Staples Sel Sec SPDR Inc ETF
Convertibles S&P 500 Total Return   State Street SPDR S&P 500 ETF Trust
Credit Bloomberg US Credit   iShares Government/Credit Bond ETF
Currency ICE US Dollar Index   Invesco DB US Dollar Index Bullish Fund
Consumer Discretionary Equity S&P 1500 Consumer Discretionary (Sector) Equity Sector Consumer Discretionary* iShares US Consumer Discretionary ETF
Emerging Markets Equity MSCI Emerging Markets Equity Emerging Markets** iShares MSCI Emerging Markets ETF
Emerging Markets Bond Bloomberg EM USD Aggregate Bond Emerging Markets** State Street SPDR Bloomberg Emerg Mkts USD Bd ETF
Emerging Markets Europe MSCI Emerging Markets Europe Equity Poland*
Equity Poland Small and Mid-Cap*
Equity Portugal*
Equity Emerging Mkts Europe*		 iShares MSCI Poland ETF
Energy Equity S&P 1500 Energy (Sector) Equity Sector Energy* State Street Energy Select Sector SPDR ETF
Europe Large Cap MSCI Europe Equity Europe** iShares Core MSCI Europe ETF
Europe Mid/Small Cap Equity MSCI Europe Equity Europe Sm&Mid Cap*
Equity EuroZone Sm&Mid Cap*		 iShares Core MSCI Europe ETF
Financials Equity S&P 1500 Financials (Sector) Equity Sector Financials* State Street Financial Sel Sec SPDR ETF
Global Equity MSCI World Equity Global** iShares MSCI World ETF
Global Equity Mid/Small Cap MSCI ACWI Mid Cap Equity Global Sm&Mid Cap** iShares MSCI ACWI ETF
Global Fixed Income Bloomberg Global Aggregate Bond Global** Vanguard Total International Bond Index Fund ETF
Healthcare Equity S&P 1500 Health Care (Sector) Equity Sector Healthcare* State Street Health Care Select Sector SPDR ETF
High Yield Bond Bloomberg US Corporate High Yield Bond High Yield** iShares Broad USD High Yield Corporate Bond ETF
India Equity MSCI India Equity India*
Equity India Small and Mid-Cap*		 iShares MSCI India ETF
Industrials Equity S&P 1500 Industrials (Sector) Equity Sector Industrials* State Street Industrial Select Sector SPDR ETF
Japan Equity MSCI Japan Equity Japan*
Equity Japan Small and Mid-Cap*
Equity Japan Income		 iShares MSCI Japan ETF
Korea Equity MSCI Korea Equity Korea*
Equity Korea Small and Mid-Cap*		 iShares MSCI South Korea ETF
Latin America Equity MSCI Emerging Markets Latin America Equity Emerging Mkts Latin Am* iShares Latin America 40 ETF
Metals Equity MSCI World Metals & Mining Equity Sector Gold&Prec Metals* iShares MSCI Global Metals & Mining Producers ETF
Mexico Equity MSCI Mexico Equity Mexico* iShares MSCI Mexico ETF
Money Market Bloomberg US Treasury Bills 1-3 Month Money Market LC**
Money Market HC**
Money Market Other**		 State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Real Estate Equity S&P 1500 Real Estate (Sector) Real Estate US**
Equity Real Estate**
Real Estate Asia Pacific**
Real Estate Europe**
Real Estate Global**
Real Estate Other**		 State Street Real Estate Select Sector SPDR ETF
Target Allocation S&P Target Risk Moderate Index Mixed Asset HC Aggressive**
Mixed Asset HC Balanced**
Mixed Asset HC Conservative**
Mixed Asset HC Flexible**
Mixed Asset LC Aggressive**
Mixed Asset LC Balanced**
Mixed Asset LC Conservative**
Mixed Asset LC Flexible**
Mixed Asset Other**		 iShares Core 40/60 Moderate Allocation ETF
Target Date S&P 500 Target Maturity** State Street SPDR S&P 500 ETF Trust
Technology Equity S&P 1500 Information Technology (Sector) Equity Sector Information Tech* State Street Technology Select Sector SPDR ETF
Thailand Equity MSCI Thailand Equity Thailand*
Equity Thailand Income*		 iShares MSCI Thailand ETF
UK Equity MSCI United Kingdom Equity UK*
Equity UK Diversified*
Equity UK Income*
Equity UK Sm&Mid Cap		 iShares MSCI United Kingdom ETF
Utilities Equity S&P 500 Utilities (Sector) Equity Sector Utilities* State Street Utilities Select Sector SPDR ETF
Other S&P 500 Equity Other**
Equity Theme**
Other**		 State Street SPDR S&P 500 ETF Trust

* Lipper Global Classification Sector Name
** Lipper Global Macro Name

 

 

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