Residential REIT ETF
|
- Description
- Performance
- Comps
- Fundamentals
- Valuation
- Rating
HAUS provides exposure to publicly traded REITS that derive a substantial amount of their revenue from US residential properties. |
Category | US Equities |
Fund Sponsor | Toroso Investments |
Website | www.armadaetfs.com/haus/ |
Inception date | Feb 28, 2022 |
Assets (mns) | $2 |
Currency | USD |
Expense ratio | 60 bp |
Distributions | None |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Proprietary |
Index replication | |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 24 |
Wgt avg mkt cap (mns) | $11,687 |
Large cap (>$10bn) | 49.5% |
Mid cap ($2-10bn) | 18.0% |
Small cap (<$2bn) | 32.5% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
TRICON RESIDENTIAL INC | 5.1 % |
CENTERSPACE | 4.7 % |
APARTMENT INCOME REIT CORP | 4.6 % |
CARETRUST REIT INC | 4.4 % |
WELLTOWER, INC. | 4.3 % |
INDEPENDENCE REALTY TRUST, INC. | 4.2 % |
ELME COMMUNITIES | 4.2 % |
UMH PROPERTIES INC | 4.2 % |
EQUITY RESIDENTIAL | 4.2 % |
AVALONBAY COMMUNITIES INC | 4.1 % | Total | 44.1 % |
---|
UNITED STATES | 93.4 % | |
CANADA | 5.1 % |
HISTORICAL PERFORMANCE
Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-4.2% | 7.3% | -- | -- | -3.6% |
versus... | Beta | R-squared |
S&P500 | 0.94 | 67% |
MSCI EAFE | 0.95 | 70% |
MSCI Emg. Mkts. | 0.69 | 46% |
Recent close | $17.11 |
30d moving avg. | $15.16 |
Annualized volatility | 21.0% |
Short interest (ETF) | 0.1% |
Relative strength (RSI) | 69 |
Avg. volume (thou.) | 1 |
Turnover | 0.8% |
Bid/Ask (% of price) | 0.31% |
ADV underlying (mns) | $1,535 |
FINDING ALTERNATIVE FUNDS
Below is a list of 399 potential alternatives to the Residential REIT ETF ETF based on the alternatives' overlap in portfolio holdings with HAUS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | HAUS | Expense: | 60 bp | ALTAR Score™: | 5.8% |
Ticker | Fund Name |
Overlap1 vs HAUS (%) |
Expense ratio (bp) |
Savings vs HAUS (bp) |
ALTAR Score™ (%) |
ALTAR vs HAUS (%) |
NURE | Nuveen Short-Term REIT ETF | 56.9 | 35 | 25 | 5.8 | +0.0 |
REZ | iShares Residential and Multisector Real Estate ETF | 54.3 | 48 | 12 | 6.0 | +0.3 |
RSPR | Invesco S&P 500 Equal Weight Real Estate ETF | 33.0 | 40 | 20 | 6.9 | +1.2 |
ICF | iShares Cohen & Steers REIT ETF | 30.9 | 33 | 27 | 6.8 | +1.0 |
RWR | SPDR Dow Jones REIT ETF | 30.5 | 25 | 35 | 7.0 | +1.2 |
USRT | iShares Core U.S. REIT ETF | 28.6 | 8 | 52 | 7.3 | +1.6 |
FRI | First Trust S&P REIT Index Fund | 28.5 | 50 | 10 | 6.9 | +1.1 |
RITA | ETFB Green SRI REITs ETF | 28.2 | 50 | 10 | 5.7 | -0.0 |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 27.9 | 11 | 49 | 7.3 | +1.6 |
PPTY | US Diversified Real Estate ETF | 27.2 | 53 | 7 | 6.6 | +0.8 |
HOMZ | Hoya Capital Housing ETF | 26.4 | 30 | 30 | 7.8 | +2.1 |
DFAR | Dimensional US Real Estate ETF | 25.9 | 19 | 41 | 7.3 | +1.5 |
SCHH | Schwab U.S. REIT ETF | 25.8 | 7 | 53 | 7.5 | +1.7 |
IYR | iShares U.S. Real Estate ETF | 24.6 | 40 | 20 | 7.0 | +1.2 |
FPRO | Fidelity Real Estate Investment ETF | 24.0 | 59 | 1 | 5.9 | +0.2 |
XLRE | Real Estate Select Sector SPDR Fund | 23.9 | 9 | 51 | 6.8 | +1.1 |
JPRE | JPMorgan Realty Income ETF | 23.4 | 50 | 10 | 6.7 | +0.9 |
BYRE | Principal Real Estate Active Opportunities ETF | 23.4 | 65 | -5 | 6.1 | +0.3 |
REAI | Intelligent Real Estate ETF | 23.0 | 59 | 1 | 7.3 | +1.5 |
RWO | SPDR Dow Jones Global Real Estate ETF | 22.9 | 50 | 10 | 6.7 | +1.0 |
ROOF | IQ CBRE NextGen Real Estate ETF | 22.4 | 60 | 0 | 7.8 | +2.0 |
FREL | Fidelity MSCI Real Estate Index ETF | 21.9 | 8 | 52 | 7.1 | +1.4 |
REET | iShares Global REIT ETF | 21.9 | 14 | 46 | 6.9 | +1.2 |
VNQ | Vanguard Real Estate ETF | 20.6 | 12 | 48 | 7.1 | +1.3 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 20.0 | 55 | 5 | 5.2 | -0.6 |
PSR | Invesco Active U.S. Real Estate Fund | 19.6 | 35 | 25 | 7.6 | +1.8 |
ERET | iShares Environmentally Aware Real Estate ETF | 19.4 | 30 | 30 | 7.0 | +1.3 |
DFGR | Dimensional Global Real Estate ETF | 19.3 | 22 | 38 | 6.8 | +1.1 |
JRE | Janus Henderson U.S. Real Estate ETF | 19.2 | 65 | -5 | 6.2 | +0.5 |
AVRE | Avantis Real Estate ETF | 19.0 | 17 | 43 | 6.4 | +0.7 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 18.8 | 45 | 15 | 6.7 | +0.9 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 14.5 | 75 | -15 | 4.7 | -1.1 |
CRED | Columbia Research Enhanced Real Estate ETF | 13.2 | 33 | 27 | 7.6 | +1.8 |
IVRA | Invesco Real Assets ESG ETF | 12.9 | 59 | 1 | 6.9 | +1.2 |
RDOG | ALPS REIT Dividend Dogs ETF | 11.2 | 35 | 25 | 16.7 | +11.0 |
IQRA | IQ CBRE Real Assets ETF | 10.8 | 65 | -5 | 5.7 | -0.0 |
SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 8.6 | 7 | 53 | 9.2 | +3.4 |
MILN | Global X Millennial Consumer ETF | 8.4 | 50 | 10 | 2.4 | -3.4 |
BLDG | Cambria Global Real Estate ETF | 8.3 | 60 | 0 | 9.2 | +3.4 |
INDS | Pacer Industrial Real Estate ETF | 7.1 | 55 | 5 | 5.9 | +0.2 |
LGLV | SPDR SSGA US Large Cap Low Volatility Index ETF | 6.8 | 12 | 48 | 5.4 | -0.3 |
KONG | Formidable Fortress ETF | 5.4 | 89 | -29 | 6.1 | +0.3 |
VRAI | Virtus Real Asset Income ETF | 5.3 | 55 | 5 | 8.5 | +2.7 |
KBWY | Invesco KBW Premium Yield Equity REIT ETF | 4.7 | 35 | 25 | 19.5 | +13.8 |
CSD | Invesco S&P Spin-Off ETF | 4.6 | 65 | -5 | 7.7 | +2.0 |
ULVM | VictoryShares US Value Momentum ETF | 4.3 | 20 | 40 | 7.3 | +1.6 |
CZA | Invesco Zacks Mid-Cap ETF | 4.1 | 72 | -12 | 6.2 | +0.4 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 3.8 | 37 | 23 | 4.7 | -1.1 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 3.7 | 30 | 30 | 8.9 | +3.1 |
VOT | Vanguard Mid-Cap Growth ETF | 3.6 | 7 | 53 | 4.1 | -1.7 |
QDF | FlexShares Quality Dividend Index Fund | 3.5 | 37 | 23 | 4.9 | -0.9 |
DFRA | Donoghue Forlines Yield Enhanced Real Asset ETF | 3.5 | 69 | -9 | 8.2 | +2.5 |
PY | Principal Value ETF | 3.2 | 15 | 45 | 7.5 | +1.7 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 3.2 | 6 | 54 | 4.2 | -1.6 |
RIET | Hoya Capital High Dividend Yield ETF | 3.1 | 50 | 10 | 14.1 | +8.3 |
AGNG | Global X Aging Population ETF | 3.1 | 50 | 10 | 4.0 | -1.8 |
IWS | iShares Russell Mid-Cap Value ETF | 3.1 | 23 | 37 | 6.5 | +0.7 |
VO | Vanguard Mid-Cap ETF | 3.1 | 4 | 56 | 5.8 | -0.0 |
BIBL | Inspire 100 ETF | 3.1 | 35 | 25 | 4.8 | -1.0 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 3.0 | 25 | 35 | 6.6 | +0.9 |
GDIV | Harbor Dividend Growth Leaders ETF | 3.0 | 50 | 10 | 5.9 | +0.2 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 2.9 | 60 | 0 | 5.4 | -0.4 |
IMCB | iShares Morningstar Mid-Cap ETF | 2.8 | 4 | 56 | 6.0 | +0.3 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 2.7 | 20 | 40 | 9.9 | +4.1 |
HAPY | Harbor Human Capital Factor Unconstrained ETF | 2.7 | 50 | 10 | 4.7 | -1.1 |
VOE | Vanguard Mid-Cap Value ETF | 2.6 | 7 | 53 | 7.3 | +1.6 |
MAGA | Point Bridge America First ETF | 2.6 | 72 | -12 | 6.3 | +0.5 |
BLES | Inspire Global Hope ETF | 2.6 | 61 | -1 | 6.2 | +0.4 |
PSCF | Invesco S&P SmallCap Financials ETF | 2.6 | 29 | 31 | 9.9 | +4.2 |
TXS | Texas Capital Texas Equity Index ETF | 2.5 | 49 | 11 | 5.4 | -0.4 |
FLDZ | RiverNorth Patriot ETF | 2.5 | 75 | -15 | 5.7 | -0.1 |
EQUL | IQ Engender Equality ETF | 2.5 | 45 | 15 | 6.8 | +1.0 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 2.5 | 6 | 54 | 7.9 | +2.1 |
DON | WisdomTree U.S. MidCap Dividend Fund | 2.4 | 38 | 22 | 8.4 | +2.6 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 2.4 | 9 | 51 | 5.9 | +0.1 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 2.4 | 25 | 35 | 6.7 | +0.9 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 2.4 | 60 | 0 | 7.6 | +1.8 |
FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 2.4 | 30 | 30 | 7.9 | +2.1 |
UDI | USCF Dividend Income Fund | 2.3 | 65 | -5 | 7.3 | +1.6 |
FLV | American Century Focused Large Cap Value ETF | 2.3 | 42 | 18 | 6.4 | +0.7 |
IWR | iShares Russell Midcap ETF | 2.3 | 19 | 41 | 5.6 | -0.2 |
EUSA | iShares MSCI USA Equal Weighted ETF | 2.1 | 9 | 51 | 6.1 | +0.3 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 2.1 | 20 | 40 | 5.9 | +0.1 |
SIZE | iShares MSCI USA Size Factor ETF | 2.0 | 15 | 45 | 5.9 | +0.2 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 2.0 | 80 | -20 | 6.4 | +0.6 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 2.0 | 20 | 40 | 7.9 | +2.1 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 2.0 | 40 | 20 | 6.5 | +0.8 |
RSP | Invesco S&P 500 Equal Weight ETF | 2.0 | 20 | 40 | 6.2 | +0.4 |
VNMC | Natixis Vaughan Nelson Mid Cap ETF | 1.9 | 85 | -25 | 4.4 | -1.4 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 1.8 | 15 | 45 | 7.4 | +1.6 |
FCPI | Fidelity Stocks for Inflation ETF | 1.8 | 15 | 45 | 8.4 | +2.7 |
JHDV | John Hancock U.S. High Dividend ETF | 1.8 | 34 | 26 | 6.4 | +0.6 |
FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | 1.8 | 60 | 0 | 8.1 | +2.3 |
FLLV | Franklin U.S. Low Volatility ETF | 1.7 | 29 | 31 | 5.8 | +0.1 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 1.7 | 15 | 45 | 7.0 | +1.2 |
NUDV | Nuveen ESG Dividend ETF | 1.7 | 26 | 34 | 7.4 | +1.6 |
QLC | FlexShares US Quality Large Cap Index Fund | 1.6 | 25 | 35 | 5.5 | -0.3 |
DEW | WisdomTree Global High Dividend Fund | 1.6 | 58 | 2 | 8.9 | +3.2 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 1.6 | 49 | 11 | 5.9 | +0.2 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 1.5 | 10 | 50 | 5.3 | -0.5 |
SNPV | Xtrackers S&P 500 Value ESG ETF | 1.5 | 15 | 45 | 6.8 | +1.0 |
KVLE | KraneShares Value Line Dynamic Dividend Equity Index ETF | 1.5 | 56 | 4 | 6.1 | +0.3 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 1.5 | 18 | 42 | 8.0 | +2.2 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 1.5 | 15 | 45 | 8.0 | +2.3 |
JHMM | John Hancock Multifactor Mid Cap ETF | 1.4 | 42 | 18 | 6.5 | +0.7 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 1.4 | 35 | 25 | 5.9 | +0.2 |
JOET | Virtus Terranova US Quality Momentum ETF | 1.4 | 29 | 31 | 5.1 | -0.7 |
DHS | WisdomTree U.S. High Dividend Fund | 1.4 | 38 | 22 | 8.7 | +2.9 |
QDIV | Global X S&P 500 Quality Dividend ETF | 1.4 | 20 | 40 | 8.6 | +2.9 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 1.4 | 10 | 50 | 4.7 | -1.0 |
VEGN | US Vegan Climate ETF | 1.4 | 60 | 0 | 4.6 | -1.2 |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | 1.4 | 15 | 45 | 6.1 | +0.4 |
WCEO | Hypatia Women CEO ETF | 1.3 | 85 | -25 | 5.0 | -0.8 |
SCHV | Schwab U.S. Large-Cap Value ETF | 1.3 | 4 | 56 | 6.7 | +0.9 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 1.3 | 24 | 36 | 7.8 | +2.1 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 1.3 | 52 | 8 | 6.2 | +0.4 |
NULV | Nuveen ESG Large-Cap Value ETF | 1.3 | 26 | 34 | 7.1 | +1.3 |
MDY | SPDR S&P Midcap 400 ETF Trust | 1.3 | 23 | 37 | 6.6 | +0.8 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 1.3 | 28 | 32 | 6.2 | +0.4 |
IJH | iShares Core S&P Mid-Cap ETF | 1.3 | 5 | 55 | 6.7 | +1.0 |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 1.3 | 3 | 57 | 6.8 | +1.0 |
SCHM | Schwab U.S. Mid-Cap ETF | 1.3 | 4 | 56 | 6.2 | +0.4 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 1.2 | 10 | 50 | 4.7 | -1.1 |
IWD | iShares Russell 1000 Value ETF | 1.2 | 19 | 41 | 6.5 | +0.7 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 1.2 | 18 | 42 | 7.5 | +1.7 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 1.2 | 50 | 10 | 7.8 | +2.1 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 1.2 | 4 | 56 | 6.0 | +0.2 |
VONV | Vanguard Russell 1000 Value ETF | 1.2 | 8 | 52 | 6.7 | +0.9 |
SIXS | ETC 6 Meridian Small Cap Equity ETF | 1.2 | 89 | -29 | 8.7 | +3.0 |
LVHD | Franklin U.S. Low Volatility High Dividend Index ETF | 1.2 | 27 | 33 | 8.4 | +2.6 |
IUSV | iShares Core S&P US Value ETF | 1.2 | 4 | 56 | 6.8 | +1.0 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 1.2 | 60 | 0 | 6.3 | +0.5 |
VBK | Vanguard Small-Cap Growth ETF | 1.2 | 7 | 53 | 1.4 | -4.4 |
IVE | iShares S&P 500 Value ETF | 1.2 | 18 | 42 | 6.6 | +0.8 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 1.2 | 4 | 56 | 6.7 | +0.9 |
DTD | WisdomTree U.S. Total Dividend Fund | 1.1 | 28 | 32 | 6.5 | +0.7 |
DEUS | Xtrackers Russell US Multifactor ETF | 1.1 | 17 | 43 | 7.0 | +1.2 |
JQUA | JPMorgan U.S. Quality Factor ETF | 1.1 | 12 | 48 | 5.7 | -0.1 |
RFFC | ALPS Active Equity Opportunity ETF | 1.1 | 48 | 12 | 4.4 | -1.3 |
XMHQ | Invesco S&P MidCap Quality ETF | 1.1 | 25 | 35 | 6.8 | +1.0 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 1.1 | 90 | -30 | 7.5 | +1.7 |
SDY | SPDR S&P Dividend ETF | 1.1 | 35 | 25 | 6.2 | +0.4 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 1.1 | 17 | 43 | 5.6 | -0.1 |
FDVV | Fidelity High Dividend ETF | 1.1 | 15 | 45 | 8.8 | +3.0 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 1.1 | 15 | 45 | 5.7 | -0.1 |
SSPY | Syntax Stratified LargeCap ETF | 1.1 | 30 | 30 | 6.4 | +0.6 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 1.1 | 50 | 10 | 6.9 | +1.1 |
QLV | FlexShares US Quality Low Volatility Index Fund | 1.0 | 22 | 38 | 5.1 | -0.7 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 1.0 | 60 | 0 | 4.3 | -1.4 |
VOOV | Vanguard S&P 500 Value ETF | 1.0 | 10 | 50 | 5.5 | -0.3 |
USXF | iShares ESG Advanced MSCI USA ETF | 1.0 | 10 | 50 | 5.1 | -0.7 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 1.0 | 12 | 48 | 7.5 | +1.8 |
QUAL | iShares MSCI USA Quality Factor ETF | 1.0 | 15 | 45 | 5.4 | -0.4 |
SFYX | SoFi Next 500 ETF | 1.0 | 0 | 60 | 5.5 | -0.3 |
YALL | God Bless America ETF | 1.0 | 65 | -5 | 3.5 | -2.2 |
IWN | iShares Russell 2000 Value ETF | 1.0 | 24 | 36 | 5.4 | -0.4 |
AFLG | First Trust Active Factor Large Cap ETF | 1.0 | 55 | 5 | 6.0 | +0.3 |
ISMD | Inspire Small/Mid Cap ETF | 1.0 | 54 | 6 | 5.9 | +0.1 |
REVS | Columbia Research Enhanced Value ETF | 0.9 | 19 | 41 | 7.7 | +1.9 |
VTWV | Vanguard Russell 2000 Value ETF | 0.9 | 15 | 45 | 5.6 | -0.2 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 0.9 | 12 | 48 | 6.6 | +0.9 |
SPGP | Invesco S&P 500 GARP ETF | 0.9 | 34 | 26 | 8.5 | +2.7 |
OSCV | Opus Small Cap Value ETF | 0.9 | 79 | -19 | 6.3 | +0.5 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 0.9 | 70 | -10 | 9.0 | +3.2 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 0.9 | 59 | 1 | 8.1 | +2.4 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 0.9 | 38 | 22 | 6.6 | +0.8 |
STXV | Strive 1000 Value ETF | 0.9 | 18 | 42 | 7.8 | +2.0 |
IJS | iShares S&P Small-Cap 600 Value ETF | 0.9 | 18 | 42 | 9.1 | +3.3 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 0.9 | 15 | 45 | 6.9 | +1.1 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 0.9 | 15 | 45 | 9.1 | +3.3 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 0.9 | 15 | 45 | 7.3 | +1.5 |
FLRG | Fidelity U.S. Multifactor ETF | 0.9 | 15 | 45 | 7.6 | +1.8 |
FSMD | Fidelity Small-Mid Multifactor ETF | 0.9 | 15 | 45 | 7.4 | +1.6 |
FQAL | Fidelity Quality Factor ETF | 0.8 | 15 | 45 | 5.8 | +0.0 |
VXF | Vanguard Extended Market ETF | 0.8 | 6 | 54 | 3.8 | -2.0 |
IQSU | IQ Candriam U.S. Large Cap Equity ETF | 0.8 | 9 | 51 | 4.9 | -0.9 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 0.8 | 10 | 50 | 6.7 | +1.0 |
SIXL | ETC 6 Meridian Low Beta Equity ETF | 0.8 | 80 | -20 | 5.0 | -0.8 |
SSLY | Syntax Stratified SmallCap ETF | 0.8 | 40 | 20 | 7.2 | +1.4 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 0.8 | 25 | 35 | 6.6 | +0.9 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 0.8 | 9 | 51 | 5.5 | -0.2 |
DIVB | iShares Core Dividend ETF | 0.8 | 5 | 55 | 7.9 | +2.2 |
VB | Vanguard Small-Cap ETF | 0.7 | 5 | 55 | 5.2 | -0.5 |
FDWM | Fidelity Women's Leadership ETF | 0.7 | 59 | 1 | 4.7 | -1.1 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 0.7 | 12 | 48 | 7.5 | +1.7 |
ESGV | Vanguard ESG U.S. Stock ETF | 0.7 | 9 | 51 | 4.9 | -0.9 |
LRGF | iShares U.S. Equity Factor ETF | 0.7 | 8 | 52 | 5.7 | -0.1 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 0.7 | 67 | -7 | 9.1 | +3.4 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 0.7 | 15 | 45 | 8.4 | +2.6 |
JHML | John Hancock Multifactor Large Cap ETF | 0.7 | 29 | 31 | 5.5 | -0.3 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 0.7 | 20 | 40 | 7.1 | +1.3 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 0.7 | 12 | 48 | 7.2 | +1.4 |
SHE | SPDR MSCI USA Gender Diversity ETF | 0.7 | 20 | 40 | 4.9 | -0.9 |
PRF | Invesco FTSE RAFI US 1000 ETF | 0.7 | 39 | 21 | 7.2 | +1.4 |
ILCG | iShares Morningstar Growth ETF | 0.7 | 4 | 56 | 4.0 | -1.8 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 0.7 | 18 | 42 | 6.6 | +0.9 |
JAVA | JPMorgan Active Value ETF | 0.7 | 44 | 16 | 6.2 | +0.5 |
SMMD | iShares Russell 2500 ETF | 0.7 | 15 | 45 | 5.8 | +0.1 |
STXK | Strive Small-Cap ETF | 0.7 | 18 | 42 | 5.3 | -0.4 |
VTV | Vanguard Value ETF | 0.7 | 4 | 56 | 7.0 | +1.2 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 0.7 | 3 | 57 | 8.0 | +2.2 |
IJR | iShares Core S&P Small Cap ETF | 0.7 | 6 | 54 | 7.9 | +2.2 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 0.6 | 9 | 51 | 5.0 | -0.8 |
JHSC | John Hancock Multifactor Small Cap ETF | 0.6 | 42 | 18 | 6.0 | +0.3 |
SMDY | Syntax Stratified MidCap ETF | 0.6 | 35 | 25 | 6.1 | +0.3 |
PBUS | Invesco MSCI USA ETF | 0.6 | 4 | 56 | 5.1 | -0.6 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 0.6 | 59 | 1 | 5.5 | -0.3 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 0.6 | 29 | 31 | 7.1 | +1.4 |
SCHX | Schwab U.S. Large-Cap ETF | 0.6 | 3 | 57 | 5.2 | -0.6 |
ILCB | iShares Morningstar U.S. Equity ETF | 0.6 | 3 | 57 | 5.1 | -0.6 |
XVV | iShares ESG Screened S&P 500 ETF | 0.6 | 8 | 52 | 5.0 | -0.8 |
IWB | iShares Russell 1000 ETF | 0.6 | 15 | 45 | 5.0 | -0.8 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 0.6 | 35 | 25 | 8.6 | +2.8 |
IWV | iShares Russell 3000 ETF | 0.6 | 20 | 40 | 4.9 | -0.9 |
IYY | iShares Dow Jones U.S. ETF | 0.6 | 20 | 40 | 4.9 | -0.8 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 0.6 | 10 | 50 | 7.5 | +1.8 |
SCHB | Schwab U.S. Broad Market ETF | 0.6 | 3 | 57 | 5.1 | -0.7 |
VONE | Vanguard Russell 1000 ETF | 0.6 | 8 | 52 | 5.1 | -0.7 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 0.6 | 3 | 57 | 5.0 | -0.8 |
SCHK | Schwab 1000 Index ETF | 0.6 | 5 | 55 | 5.2 | -0.6 |
VTI | Vanguard Total Stock Market ETF | 0.6 | 3 | 57 | 5.0 | -0.8 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 0.6 | 2 | 58 | 5.1 | -0.6 |
VTHR | Vanguard Russell 3000 ETF | 0.6 | 10 | 50 | 5.0 | -0.8 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 0.6 | 29 | 31 | 5.0 | -0.7 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 0.6 | 15 | 45 | 4.8 | -1.0 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 0.6 | 15 | 45 | 8.0 | +2.2 |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.6 | 3 | 57 | 5.3 | -0.5 |
VV | Vanguard Large-Cap ETF | 0.6 | 4 | 56 | 5.1 | -0.7 |
STXD | Strive 1000 Dividend Growth ETF | 0.6 | 35 | 25 | 5.4 | -0.4 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.6 | 20 | 40 | 4.9 | -0.8 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 0.6 | 9 | 51 | 5.2 | -0.6 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 0.6 | 24 | 36 | 7.6 | +1.8 |
ROUS | Hartford Multifactor US Equity ETF | 0.6 | 19 | 41 | 6.3 | +0.6 |
RNMC | First Trust Mid Cap US Equity Select ETF | 0.6 | 60 | 0 | 7.7 | +1.9 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 0.6 | 9 | 51 | 5.7 | -0.0 |
ISCV | iShares Morningstar Small Cap Value ETF | 0.6 | 6 | 54 | 7.9 | +2.1 |
STRV | Strive 500 ETF | 0.6 | 5 | 55 | 5.1 | -0.7 |
IVV | iShares Core S&P 500 ETF | 0.6 | 3 | 57 | 5.2 | -0.6 |
SPY | SPDR S&P 500 ETF Trust | 0.6 | 9 | 51 | 5.1 | -0.7 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 0.6 | 11 | 49 | 5.1 | -0.7 |
SPLG | SPDR Portfolio S&P 500 ETF | 0.6 | 2 | 58 | 5.2 | -0.6 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 0.6 | 0 | 60 | 5.1 | -0.7 |
VOO | Vanguard S&P 500 ETF | 0.6 | 3 | 57 | 5.2 | -0.6 |
AUSF | Global X Adaptive U.S. Factor ETF | 0.6 | 27 | 33 | 9.0 | +3.2 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 0.6 | 20 | 40 | 6.3 | +0.5 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 0.6 | 7 | 53 | 5.6 | -0.2 |
HDUS | Hartford Disciplined US Equity ETF | 0.6 | 19 | 41 | 6.1 | +0.3 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 0.6 | 38 | 22 | 8.0 | +2.2 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.6 | 39 | 21 | 4.4 | -1.4 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 0.6 | 49 | 11 | 5.5 | -0.3 |
VUG | Vanguard Growth ETF | 0.6 | 4 | 56 | 4.1 | -1.7 |
ILCV | iShares Morningstar Value ETF | 0.5 | 4 | 56 | 6.6 | +0.9 |
FVD | First Trust Value Line Dividend Index Fund | 0.5 | 65 | -5 | 5.9 | +0.2 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 0.5 | 11 | 49 | 5.1 | -0.7 |
FDLO | Fidelity Low Volatility Factor ETF | 0.5 | 15 | 45 | 5.4 | -0.4 |
VOTE | TCW Transform 500 ETF | 0.5 | 5 | 55 | 5.1 | -0.7 |
VLU | SPDR S&P 1500 Value Tilt ETF | 0.5 | 12 | 48 | 7.1 | +1.3 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 0.5 | 7 | 53 | 5.1 | -0.7 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.5 | 9 | 51 | 3.8 | -2.0 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.5 | 12 | 48 | 4.9 | -0.9 |
IWM | iShares Russell 2000 ETF | 0.5 | 19 | 41 | 3.5 | -2.3 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 0.5 | 60 | 0 | 5.5 | -0.3 |
SFY | SoFi Select 500 ETF | 0.5 | 0 | 60 | 5.0 | -0.8 |
VTWO | Vanguard Russell 2000 ETF | 0.5 | 10 | 50 | 3.7 | -2.1 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 0.5 | 15 | 45 | 6.7 | +0.9 |
RNSC | Furst Trust Small Cap US Equity Select ETF | 0.5 | 60 | 0 | 8.2 | +2.5 |
SNPE | Xtrackers S&P 500 ESG ETF | 0.5 | 10 | 50 | 5.2 | -0.6 |
DSI | iShares MSCI KLD 400 Social ETF | 0.5 | 25 | 35 | 5.0 | -0.7 |
TOK | iShares MSCI Kokusai ETF | 0.5 | 26 | 34 | 5.2 | -0.6 |
STXG | Strive 1000 Growth ETF | 0.5 | 18 | 42 | 4.1 | -1.7 |
QGRW | WisdomTree U.S. Quality Growth Fund | 0.5 | 28 | 32 | 4.5 | -1.3 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 0.5 | 60 | 0 | 5.8 | +0.1 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 0.5 | 31 | 29 | 7.3 | +1.5 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.5 | 9 | 51 | 5.4 | -0.4 |
EZM | WisdomTree U.S. MidCap Fund | 0.5 | 38 | 22 | 8.0 | +2.2 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 0.5 | 25 | 35 | 8.6 | +2.8 |
RAFE | PIMCO RAFI ESG U.S. ETF | 0.5 | 29 | 31 | 7.1 | +1.3 |
RVRB | Reverb ETF | 0.5 | 30 | 30 | 4.8 | -0.9 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.5 | 45 | 15 | 4.6 | -1.2 |
PSC | Principal U.S. Small-Cap ETF | 0.5 | 38 | 22 | 6.4 | +0.6 |
IFGL | iShares International Developed Real Estate ETF | 0.5 | 48 | 12 | 6.6 | +0.8 |
URTH | iShares MSCI World ETF | 0.4 | 24 | 36 | 5.3 | -0.5 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 0.4 | 75 | -15 | 4.8 | -1.0 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 0.4 | 39 | 21 | 10.4 | +4.6 |
ISCB | iShares Morningstar Small-Cap ETF | 0.4 | 4 | 56 | 5.2 | -0.6 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 0.4 | 25 | 35 | 5.5 | -0.3 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 0.4 | 20 | 40 | 6.5 | +0.7 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 0.4 | 25 | 35 | 7.0 | +1.2 |
ADME | Aptus Drawdown Managed Equity ETF | 0.4 | 79 | -19 | 4.2 | -1.5 |
WTV | WisdomTree US Value Fund of Benef Interest | 0.4 | 12 | 48 | 8.6 | +2.8 |
VBR | Vanguard Small Cap Value ETF | 0.4 | 7 | 53 | 8.0 | +2.2 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 0.4 | 18 | 42 | 6.8 | +1.0 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 0.4 | 15 | 45 | 6.8 | +1.0 |
WPS | iShares International Developed Property ETF | 0.4 | 48 | 12 | 6.8 | +1.1 |
FDMO | Fidelity Momentum Factor ETF | 0.4 | 15 | 45 | 3.6 | -2.2 |
FNDX | Schwab Fundamental US Large Co. Index ETF | 0.4 | 25 | 35 | 7.0 | +1.3 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.4 | 9 | 51 | 5.6 | -0.2 |
GDEF | Goldman Sachs Defensive Equity ETF | 0.4 | 55 | 5 | 4.3 | -1.4 |
PFM | Invesco Dividend Achievers ETF | 0.4 | 53 | 7 | 5.6 | -0.2 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.4 | 19 | 41 | 6.4 | +0.7 |
ACWI | iShares MSCI ACWI ETF | 0.4 | 32 | 28 | 5.3 | -0.4 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 0.4 | 71 | -11 | 0.8 | -5.0 |
SCHA | Schwab U.S. Small-Cap ETF | 0.4 | 4 | 56 | 4.7 | -1.1 |
VT | Vanguard Total World Stock ETF | 0.4 | 7 | 53 | 5.7 | -0.1 |
HAUZ | DBX ETF Trust - Xtrackers International Real Estate ETF | 0.4 | 10 | 50 | 7.8 | +2.0 |
ACVF | American Conservative Values ETF | 0.4 | 75 | -15 | 4.3 | -1.5 |
SUSA | iShares MSCI USA ESG Select ETF | 0.4 | 25 | 35 | 5.2 | -0.6 |
ESG | FlexShares Trust FlexShares STOXX US ESG Select Index Fund | 0.4 | 32 | 28 | 5.1 | -0.7 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 0.4 | 12 | 48 | 4.7 | -1.0 |
HAPI | Harbor Human Capital Factor US Large Cap ETF | 0.4 | 36 | 24 | 4.7 | -1.1 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 0.4 | 12 | 48 | 4.4 | -1.4 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 0.4 | 29 | 31 | 6.2 | +0.4 |
SMLF | iShares U.S. SmallCap Equity Factor ETF | 0.3 | 15 | 45 | 5.6 | -0.1 |
VNQI | Vanguard Global ex-U.S. Real Estate ETF | 0.3 | 12 | 48 | 8.3 | +2.5 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 0.3 | 7 | 53 | 5.1 | -0.7 |
APUE | ActivePassive U.S. Equity ETF | 0.3 | 45 | 15 | 4.9 | -0.9 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 0.3 | 18 | 42 | 6.3 | +0.5 |
FLQS | Franklin U.S. Small Cap Multifactor Index ETF | 0.3 | 35 | 25 | 7.3 | +1.5 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 0.3 | 4 | 56 | 5.5 | -0.2 |
AFSM | First Trust Active Factor Small Cap ETF | 0.3 | 75 | -15 | 7.4 | +1.6 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 0.3 | 15 | 45 | 5.9 | +0.1 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 0.3 | 6 | 54 | 2.4 | -3.4 |
RECS | Columbia Research Enhanced Core ETF | 0.3 | 15 | 45 | 5.5 | -0.3 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 0.3 | 20 | 40 | 4.9 | -0.8 |
EPS | WisdomTree U.S. LargeCap Fund | 0.3 | 8 | 52 | 6.2 | +0.4 |
CSML | IndexIQ ETF Trust IQ U.S. Small Cap ETF | 0.3 | 35 | 25 | 5.4 | -0.3 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.3 | 20 | 40 | 5.4 | -0.3 |
FDRR | Fidelity Dividend ETF for Rising Rates | 0.3 | 15 | 45 | 7.8 | +2.0 |
IWC | iShares Micro-Cap ETF | 0.3 | 60 | 0 | -4.1 | -9.9 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.3 | 15 | 45 | 5.9 | +0.2 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 0.3 | 15 | 45 | 7.2 | +1.5 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.3 | 42 | 18 | 5.0 | -0.8 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 0.3 | 61 | -1 | 6.9 | +1.2 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 0.3 | 29 | 31 | 9.0 | +3.2 |
FVAL | Fidelity Value Factor ETF | 0.3 | 15 | 45 | 7.4 | +1.6 |
IWP | iShares Russell Mid-Cap Growth ETF | 0.2 | 23 | 37 | 3.8 | -2.0 |
HKND | Humankind US Stock ETF | 0.2 | 11 | 49 | 6.8 | +1.0 |
SUSL | iShares ESG MSCI USA Leaders ETF | 0.2 | 10 | 50 | 5.0 | -0.8 |
ROSC | Hartford Multifactor Small Cap ETF | 0.2 | 34 | 26 | 9.9 | +4.1 |
MGK | Vanguard Mega Cap Growth ETF | 0.2 | 7 | 53 | 4.2 | -1.5 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 0.2 | 39 | 21 | 8.4 | +2.7 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 0.2 | 64 | -4 | 2.0 | -3.8 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.2 | 30 | 30 | 5.9 | +0.2 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 0.2 | 10 | 50 | 5.0 | -0.7 |
HLGE | Hartford Longevity Economy ETF | 0.2 | 44 | 16 | 6.4 | +0.7 |
SMMV | iShares MSCI USA Small-Cap Min Vol Factor ETF | 0.2 | 20 | 40 | 4.4 | -1.4 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 0.2 | 75 | -15 | 4.9 | -0.9 |
ESGU | iShares ESG Aware MSCI USA ETF | 0.2 | 15 | 45 | 5.1 | -0.7 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.2 | 75 | -15 | 4.5 | -1.2 |
GLOF | iShares Global Equity Factor ETF | 0.2 | 20 | 40 | 6.9 | +1.1 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 0.2 | 59 | 1 | 2.8 | -3.0 |
GSPY | Gotham Enhanced 500 ETF | 0.2 | 50 | 10 | 5.2 | -0.6 |
VOOG | Vanguard S&P 500 Growth ETF | 0.2 | 10 | 50 | 5.3 | -0.5 |
RWL | Invesco S&P 500 Revenue ETF | 0.2 | 39 | 21 | 6.6 | +0.8 |
SQEW | LeaderShares Equity Skew ETF | 0.2 | 81 | -21 | 5.9 | +0.1 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 0.2 | 70 | -10 | 1.7 | -4.0 |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 0.1 | 17 | 43 | 5.3 | -0.5 |
JVAL | JPMorgan U.S. Value Factor ETF | 0.1 | 12 | 48 | 8.2 | +2.5 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 0.1 | 75 | -15 | 3.6 | -2.2 |
PDN | Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF | 0.1 | 49 | 11 | 6.5 | +0.7 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 0.1 | 49 | 11 | 4.8 | -1.0 |
IUSG | iShares Core S&P U.S. Growth ETF | 0.1 | 4 | 56 | 4.5 | -1.3 |
FBCG | Fidelity Blue Chip Growth ETF | 0.1 | 59 | 1 | 2.4 | -3.4 |
IWX | iShares Russell Top 200 Value ETF | 0.1 | 20 | 40 | 6.5 | +0.7 |
IWF | iShares Russell 1000 Growth ETF | 0.1 | 19 | 41 | 4.6 | -1.2 |
VONG | Vanguard Russell 1000 Growth ETF | 0.1 | 8 | 52 | 4.7 | -1.1 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.1 | 25 | 35 | 6.0 | +0.2 |
IWL | iShares Russell Top 200 ETF | 0.1 | 15 | 45 | 4.9 | -0.9 |
MGC | Vanguard Mega Cap ETF | 0.1 | 7 | 53 | 5.0 | -0.8 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.1 | 39 | 21 | 9.2 | +3.5 |
EES | WisdomTree U.S. SmallCap Fund | 0.1 | 38 | 22 | 10.0 | +4.3 |
IWY | iShares Russell Top 200 Growth ETF | 0.1 | 20 | 40 | 4.7 | -1.1 |
AFMC | First Trust Active Factor Mid Cap ETF | 0.1 | 65 | -5 | 7.3 | +1.5 |
IUS | Invesco RAFI Strategic US ETF | 0.1 | 19 | 41 | 7.2 | +1.4 |
VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | 0.1 | 7 | 53 | 6.3 | +0.6 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.1 | 4 | 56 | 4.5 | -1.3 |
IVW | iShares S&P 500 Growth ETF | 0.1 | 18 | 42 | 4.3 | -1.5 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.1 | 49 | 11 | 5.9 | +0.1 |
JEPI | JPMorgan Equity Premium Income ETF | 0.1 | 35 | 25 | 5.2 | -0.6 |
IEDI | iShares U.S. Consumer Focused ETF | 0.1 | 18 | 42 | 4.9 | -0.9 |
IWO | iShares Russell 2000 Growth ETF | 0.1 | 24 | 36 | 1.4 | -4.4 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 0.1 | 39 | 21 | 8.6 | +2.9 |
VTWG | Vanguard Russell 2000 Growth ETF | 0.0 | 15 | 45 | 1.7 | -4.1 |
FNDC | Schwab Fundamental International Small Co. Index ETF | 0.0 | 39 | 21 | 6.7 | +0.9 |
AVDE | Avantis International Equity ETF | 0.0 | 23 | 37 | 7.7 | +1.9 |
DFIC | Dimensional International Core Equity 2 ETF | 0.0 | 23 | 37 | 7.2 | +1.5 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 0.0 | 39 | 21 | 7.1 | +1.4 |
IDEV | iShares Core MSCI International Developed Markets ETF | 0.0 | 4 | 56 | 6.5 | +0.7 |
NUSC | Nuveen ESG Small-Cap ETF | 0.0 | 31 | 29 | 5.0 | -0.8 |
DFSI | Dimensional International Sustainability Core 1 ETF | 0.0 | 24 | 36 | 6.1 | +0.3 |
DFAI | Dimensional International Core Equity Market ETF | 0.0 | 18 | 42 | 6.7 | +1.0 |
VEA | Vanguard FTSE Developed Markets ETF | 0.0 | 5 | 55 | 6.8 | +1.0 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 0.0 | 30 | 30 | 7.6 | +1.8 |
VSGX | Vanguard ESG International Stock ETF | 0.0 | 12 | 48 | 6.6 | +0.9 |
IXUS | iShares Core MSCI Total International Stock ETF | 0.0 | 7 | 53 | 6.7 | +1.0 |
VXUS | Vanguard Total International Stock ETF | 0.0 | 7 | 53 | 6.9 | +1.2 |
TEQI | T. Rowe Price Equity Income ETF | 0.0 | 54 | 6 | 4.0 | -1.8 |
DFIS | Dimensional International Small Cap ETF | 0.0 | 39 | 21 | 6.5 | +0.7 |
TDVG | T. Rowe Price Dividend Growth ETF | 0.0 | 50 | 10 | 4.8 | -1.0 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share | ** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2023 | 2024E | 2025E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Residential REIT ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
NEUTRAL |
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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