ALPS Clean Energy ETF
ALTAR
Score™		 -4.2% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 -67.1x P/Sales
ratio		 1.2x
P/BV
ratio		 1.6x Div.
yield		 3.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
ACES tracks an index of US- and Canada-listed companies in the clean energy industry.

FUND BASICS
Category US Equities
Fund Sponsor ALPS
Website www.alpsfunds.com
Inception date Jun 27, 2018
Assets (mns) $182
Currency USD
Expense ratio 55 bp
Distributions Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Market Cap
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 36
Wgt avg mkt cap (mns) $50,167
Large cap (>$10bn) 15.5%
Mid cap ($2-10bn) 54.1%
Small cap (<$2bn) 30.4%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
NEXTRACKER, INC. CLASS A 7.8 %
BROOKFIELD RENEWABLE PARTNERS LP 6.0 %
ORMAT TECHNOLOGIES INC 5.8 %
ITRON INC 5.7 %
HANNON ARMSTRONG SUSTAINABLE 5.6 %
NORTHLAND POWER INC 5.5 %
RIVIAN AUTOMOTIVE INC-A 5.3 %
DARLING INTERNATIONAL INC 5.2 %
ENPHASE ENERGY INC 5.2 %
ALBEMARLE CORP 4.6 %
Total 56.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.6 %
CANADA 12.3 %
BERMUDA 5.1 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
-8.4% -20.0% -7.6% -- 0.1%

Market Correlations
versus... Beta R-squared
S&P500 1.53 48%
MSCI EAFE 1.34 38%
MSCI Emg. Mkts. 1.15 28%

Technical Indicators
Recent close $23.48
30d moving avg. $23.90
Annualized volatility 37.8%
Short interest (ETF) 0.5%
Short interest (Underlying) 7.9%
Relative strength (RSI) 41

Liquidity measures
Avg. volume (thou.) 74
Turnover 1.0%
Bid/Ask (% of price) 0.26%
ADV underlying (mns) $37,584

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 609 potential alternatives to the ALPS Clean Energy ETF ETF based on the alternatives' overlap in portfolio holdings with ACES. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: ACES Expense: 55 bp ALTAR Score™: -4.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH ACES
Ticker Fund
Name		 Overlap1
vs ACES
(%)		 Expense
ratio
(bp)		 Savings
vs ACES
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs ACES
(%)
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 48.2 58 -3 -3.5 +0.6
FRNW Fidelity Clean Energy ETF 30.6 39 16 4.2 +8.3
RNEW VanEck Green Infrastructure ETF 30.5 45 10 -2.0 +2.2
TAN Invesco Solar ETF 30.1 67 -12 8.6 +12.8
PBW Invesco WilderHill Clean Energy ETF 26.2 66 -11 -6.0 -1.8
CNRG SPDR S&P Kensho Clean Power ETF 26.0 45 10 -0.1 +4.1
RNRG Global X Renewable Energy Producers ETF 22.6 66 -11 6.1 +10.2
ICLN iShares Global Clean Energy ETF 22.5 41 14 6.4 +10.5
CTEC Global X CleanTech ETF 21.9 50 5 2.2 +6.4
RAYS Global X Solar ETF 20.0 51 4 6.2 +10.4
VCLN Virtus Duff & Phelps Clean Energy ETF 17.8 59 -4 6.2 +10.3
ERTH Invesco MSCI Sustainable Future ETF 16.5 62 -7 2.5 +6.6
PBD Invesco Global Clean Energy ETF 16.2 75 -20 0.4 +4.6
SMOG VanEck Low Carbon Energy ETF 15.7 61 -6 1.5 +5.7
FAN First Trust Global Wind Energy ETF 12.5 60 -5 5.3 +9.4
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 12.5 72 -17 -1.2 +3.0
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 11.7 79 -24 5.9 +10.0
FDRV Fidelity Electric Vehicles and Future Transportation ETF 11.4 39 16 -1.1 +3.0
WNDY Global X Wind Energy ETF 11.3 50 5 3.2 +7.3
CCSO Carbon Collective Climate Solutions US Equity ETF 10.8 35 20 1.9 +6.0
LIT Global X Lithium & Battery Tech ETF 10.3 75 -20 5.9 +10.1
IDRV iShares Self-driving EV & Tech ETF 10.2 47 8 2.5 +6.7
ETEC iShares Breakthrough Environmental Solutions ETF 9.5 47 8 5.8 +9.9
VOLT Tema Electrification ETF 8.3 75 -20 3.3 +7.4
HAIL SPDR S&P Kensho Smart Mobility ETF 7.7 45 10 2.0 +6.2
SFYF SoFi Social 50 ETF 7.6 29 26 0.0 +4.2
BATT Amplify Lithium & Battery Technology ETF 7.2 59 -4 3.8 +8.0
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 6.7 75 -20 7.3 +11.4
CLNR IQ Cleaner Transport ETF 5.7 45 10 7.3 +11.4
SPRX Spear Alpha ETF 5.3 75 -20 -0.0 +4.1
IBAT iShares Energy Storage & Materials ETF 5.2 47 8 5.3 +9.5
EV Mast Global Battery Recycling & Production ETF 5.2 65 -10 11.6 +15.8
MOTO SmartETFs Smart Transportation & Technology ETF 5.1 68 -13 7.8 +11.9
CARZ First Trust NASDAQ Global Auto Index Fund 5.1 70 -15 6.0 +10.2
DRIV Global X Autonomous & Electric Vehicles ETF 5.0 68 -13 6.8 +11.0
SIMS SPDR S&P Kensho Intelligent Structures ETF 4.9 45 10 7.7 +11.8
IPO Renaissance IPO ETF 4.9 60 -5 4.9 +9.0
GSFP Goldman Sachs Future Planet Equity ETF 4.7 75 -20 4.8 +9.0
BUZZ VanEck Social Sentiment ETF 4.7 75 -20 -1.3 +2.9
LITP Sprott Lithium Miners ETF 4.6 65 -10 4.8 +9.0
REMX VanEck Rare Earth/Strategic Metals ETF 4.6 54 1 5.6 +9.8
ILIT iShares Lithium Miners and Producers ETF 4.6 47 8 7.0 +11.2
LIMI Themes Lithium & Battery Metal Miners ETF 4.6 35 20 0.0 +4.2
VCR Vanguard Consumer Discretionary ETF 4.4 10 45 4.9 +9.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 4.4 8 47 4.9 +9.0
CGGR Capital Group Growth ETF 4.3 39 16 3.7 +7.8
IYC iShares U.S. Consumer Discretionary ETF 4.3 40 15 4.1 +8.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 4.3 58 -3 5.5 +9.7
BLLD JPMorgan Sustainable Infrastructure ETF 4.2 49 6 4.8 +9.0
TXS Texas Capital Texas Equity Index ETF 4.2 49 6 5.1 +9.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 4.1 75 -20 3.5 +7.6
FDG American Century Focused Dynamic Growth ETF 4.1 45 10 2.4 +6.6
IQM Franklin Intelligent Machines ETF 4.1 50 5 2.6 +6.8
ARKK ARK Innovation ETF 4.1 75 -20 -3.3 +0.9
ARKQ ARK Autonomous Technology & Robotics ETF 4.1 75 -20 0.2 +4.4
ARKW ARK Next Generation Internet ETF 4.1 87 -32 -1.3 +2.8
FTXR First Trust Nasdaq Transportation ETF 4.1 60 -5 10.4 +14.5
RXI iShares Global Consumer Discretionary ETF 4.1 41 14 9.2 +13.4
XLY Consumer Discretionary Select Sector SPDR Fund 4.1 8 47 5.1 +9.3
YALL God Bless America ETF 4.1 65 -10 4.3 +8.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.0 10 45 3.3 +7.4
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.9 65 -10 -3.8 +0.4
FFOG Franklin Focused Growth ETF 3.9 61 -6 2.8 +7.0
SETM Sprott Energy Transition Materials ETF 3.9 65 -10 4.7 +8.9
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 3.9 55 0 5.5 +9.6
PSCT Invesco S&P SmallCap Information Technology ETF 3.8 29 26 6.0 +10.2
FXG First Trust Consumer Staples AlphaDEX Fund 3.7 63 -8 7.7 +11.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.7 10 45 4.2 +8.3
MTUM iShares MSCI USA Momentum Factor ETF 3.7 15 40 3.9 +8.1
VEGN US Vegan Climate ETF 3.7 60 -5 4.6 +8.8
PID Invesco International Dividend Achievers ETF 3.6 53 2 5.8 +9.9
EVX VanEck Environmental Services ETF 3.6 55 0 2.6 +6.7
SPHB Invesco S&P 500 High Beta ETF 3.5 25 30 5.3 +9.5
XSD SPDR S&P Semiconductor ETF 3.5 35 20 4.9 +9.1
FXU First Trust Utilities AlphaDEX Fund 3.5 64 -9 5.1 +9.3
MADE iShares U.S. Manufacturing ETF 3.5 40 15 5.8 +10.0
QTOP iShares Nasdaq Top 30 Stocks ETF 3.5 20 35 4.8 +8.9
DTEC ALPS Disruptive Technologies ETF 3.4 50 5 4.0 +8.2
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 3.4 29 26 4.4 +8.6
TINT ProShares Smart Materials ETF 3.3 58 -3 3.1 +7.3
OCEN IQ Clean Oceans ETF 3.3 45 10 5.7 +9.9
SDG iShares MSCI Global Sustainable Development Goals ETF 3.3 49 6 6.0 +10.1
HLAL Wahed FTSE USA Shariah ETF 3.3 50 5 5.2 +9.3
DMAT Global X Disruptive Materials ETF 3.2 59 -4 9.2 +13.3
MGK Vanguard Mega Cap Growth ETF 3.1 7 48 4.5 +8.6
ONEQ Fidelity Nasdaq Composite Index ETF 3.0 21 34 4.3 +8.4
GQQQ Astoria US Quality Growth Kings ETF 3.0 35 20 5.6 +9.8
SNPG Xtrackers S&P 500 Growth ESG ETF 3.0 15 40 4.5 +8.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.0 10 45 5.3 +9.5
DSI iShares MSCI KLD 400 Social ETF 3.0 25 30 5.2 +9.4
HYDR Global X Hydrogen ETF 3.0 50 5 -8.4 -4.2
SCHG Schwab U.S. Large-Cap Growth ETF 3.0 4 51 4.4 +8.5
LIVR Intelligent Livermore ETF 3.0 69 -14 8.2 +12.4
IVW iShares S&P 500 Growth ETF 2.9 18 37 4.5 +8.7
SUSL iShares ESG MSCI USA Leaders ETF 2.9 10 45 5.3 +9.5
VOOG Vanguard S&P 500 Growth ETF 2.9 10 45 4.6 +8.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.9 9 46 5.0 +9.1
SPYG SPDR Portfolio S&P 500 Growth ETF 2.9 4 51 4.7 +8.8
TOPT iShares Top 20 U.S. Stocks ETF 2.9 20 35 4.7 +8.9
RSPM Invesco S&P 500 Equal Weight Materials ETF 2.9 40 15 7.8 +12.0
IWY iShares Russell Top 200 Growth ETF 2.9 20 35 4.9 +9.1
XT iShares Exponential Technologies ETF 2.9 46 9 5.5 +9.7
ION ProShares S&P Global Core Battery Metals ETF 2.9 58 -3 11.2 +15.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 2.8 12 43 4.8 +9.0
ILCG iShares Morningstar Growth ETF 2.8 4 51 4.1 +8.3
EGUS iShares ESG Aware MSCI USA Growth ETF 2.8 18 37 4.5 +8.6
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.8 75 -20 5.1 +9.3
IUSG iShares Core S&P U.S. Growth ETF 2.8 4 51 4.7 +8.9
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 2.7 85 -30 8.0 +12.1
VUG Vanguard Growth ETF 2.7 4 51 4.3 +8.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.7 30 25 7.6 +11.8
USMC Principal U.S. Mega-Cap ETF 2.7 12 43 5.0 +9.1
GMET VanEck Green Metals ETF 2.7 63 -8 10.8 +15.0
RND First Trust Bloomberg R&D Leaders ETF 2.7 60 -5 3.0 +7.2
QGRW WisdomTree U.S. Quality Growth Fund 2.7 28 27 4.7 +8.9
FXN First Trust Energy AlphaDEX Fund 2.6 62 -7 13.7 +17.9
PHO Invesco Water Resources ETF 2.6 60 -5 4.8 +8.9
BRIF FIS Bright Portfolios Focused Equity ETF 2.6 65 -10 4.9 +9.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.6 12 43 4.5 +8.7
NVIR Horizon Kinetics Energy and Remediation ETF 2.6 85 -30 5.7 +9.9
IWF iShares Russell 1000 Growth ETF 2.6 19 36 4.8 +8.9
VONG Vanguard Russell 1000 Growth ETF 2.6 8 47 4.9 +9.1
TRFM AAM Transformers ETF 2.6 49 6 1.9 +6.0
QQQ Invesco QQQ Trust Series I 2.6 20 35 4.6 +8.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.5 49 6 12.7 +16.8
OPTZ Optimize Strategy Index ETF 2.5 50 5 5.3 +9.5
XLG Invesco S&P 500 Top 50 ETF 2.5 20 35 5.1 +9.2
FELG Fidelity Enhanced Large Cap Growth ETF 2.5 18 37 5.2 +9.4
QQQM Invesco NASDAQ 100 ETF 2.5 15 40 4.6 +8.8
ECLN First Trust EIP Carbon Impact ETF 2.5 96 -41 4.0 +8.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.5 30 25 7.0 +11.1
OCFS Otter Creek Focus Strategy ETF 2.5 85 -30 4.6 +8.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 2.5 35 20 10.9 +15.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.5 15 40 6.4 +10.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.4 45 10 4.9 +9.1
HDRO Defiance Next Gen H2 ETF 2.4 30 25 -10.1 -5.9
DARP Grizzle Growth ETF 2.4 75 -20 4.7 +8.9
SNSR Global X Internet of Things ETF 2.4 68 -13 5.0 +9.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.4 32 23 5.2 +9.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 2.4 40 15 6.2 +10.4
CATH Global X S&P 500 Catholic Values Custom ETF 2.4 29 26 5.1 +9.3
ITEQ BlueStar Israel Technology ETF 2.4 75 -20 2.1 +6.2
SYNB Putnam BioRevolution ETF 2.4 70 -15 3.2 +7.3
JGRO JPMorgan Active Growth ETF 2.3 44 11 3.9 +8.1
NACP Impact Shares NAACP Minority Empowerment ETF 2.2 49 6 4.9 +9.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.2 7 48 5.2 +9.4
CBSE Clough Select Equity ETF 2.2 85 -30 1.6 +5.8
PSCC Invesco S&P SmallCap Consumer Staples ETF 2.2 29 26 7.4 +11.5
NUSC Nuveen ESG Small-Cap ETF 2.2 31 24 5.3 +9.5
AOTG AOT Growth and Innovation ETF 2.2 75 -20 2.4 +6.6
SNPE Xtrackers S&P 500 ESG ETF 2.2 10 45 5.4 +9.5
SPXT ProShares S&P 500 Ex-Technology ETF 2.2 9 46 5.6 +9.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.2 8 47 5.3 +9.4
FIW First Trust Water ETF 2.2 53 2 5.0 +9.1
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.1 60 -5 1.9 +6.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.1 45 10 3.5 +7.6
GRNY Fundstrat Granny Shots US Large Cap ETF 2.1 75 -20 3.7 +7.9
TIME Clockwise Core Equity & Innovation ETF 2.1 95 -40 8.1 +12.3
OEF iShares S&P 100 ETF 2.1 20 35 5.1 +9.2
SMDV ProShares Russell 2000 Dividend Growers ETF 2.1 40 15 7.0 +11.2
STXG Strive 1000 Growth ETF 2.0 18 37 4.2 +8.4
BGRO iShares Large Cap Growth Active ETF 2.0 55 0 3.3 +7.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.0 75 -20 3.7 +7.9
AIQ Global X Artificial Intelligence & Technology ETF 2.0 68 -13 4.7 +8.8
NIXT Research Affiliates Deletions ETF 2.0 9 46 3.8 +8.0
QQMG Invesco ESG NASDAQ 100 ETF 2.0 20 35 4.6 +8.8
NUMV Nuveen ESG Mid-Cap Value ETF 2.0 31 24 6.4 +10.5
SIXS ETC 6 Meridian Small Cap Equity ETF 1.9 89 -34 9.4 +13.6
CCNR ALPS CoreCommodity Natural Resources ETF 1.9 39 16 11.0 +15.2
ZAP Global X U.S. Electrification ETF 1.9 50 5 4.7 +8.9
SPXN ProShares S&P 500 Ex-Financials ETF 1.9 9 46 5.0 +9.2
FDLS Inspire Fidelis Multi Factor ETF 1.9 76 -21 5.8 +9.9
GINN Goldman Sachs Innovate Equity ETF 1.8 52 3 4.4 +8.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.8 15 40 4.3 +8.4
KOMP SPDR S&P Kensho New Economies Composite ETF 1.8 20 35 3.7 +7.9
SPXV ProShares S&P 500 Ex-Health Care ETF 1.8 9 46 4.4 +8.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.7 60 -5 4.7 +8.8
XNTK SPDR NYSE Technology ETF 1.7 35 20 4.4 +8.5
FDMO Fidelity Momentum Factor ETF 1.7 15 40 4.1 +8.2
IWL iShares Russell Top 200 ETF 1.7 15 40 5.1 +9.2
EATV VegTech Plant-based Innovation & Climate ETF 1.7 75 -20 5.4 +9.6
ESGV Vanguard ESG U.S. Stock ETF 1.7 9 46 5.0 +9.2
MGC Vanguard Mega Cap ETF 1.7 7 48 5.1 +9.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.7 15 40 5.7 +9.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 41 5.2 +9.4
XVV iShares ESG Screened S&P 500 ETF 1.7 8 47 5.1 +9.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.7 15 40 5.1 +9.2
ACSI American Customer Satisfaction ETF 1.6 65 -10 5.2 +9.4
SUSA iShares MSCI USA ESG Select ETF 1.6 25 30 5.0 +9.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.6 52 3 6.5 +10.7
NBDS Neuberger Berman Disrupters ETF 1.6 55 0 1.0 +5.1
SPXE ProShares S&P 500 Ex-Energy ETF 1.6 9 46 4.7 +8.9
VBK Vanguard Small-Cap Growth ETF 1.6 7 48 1.7 +5.9
FVAL Fidelity Value Factor ETF 1.6 15 40 7.3 +11.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.6 20 35 4.5 +8.7
ESIX SPDR S&P SmallCap 600 ESG ETF 1.6 12 43 5.9 +10.0
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.6 60 -5 5.3 +9.5
ISMD Inspire Small/Mid Cap ETF 1.6 54 1 4.7 +8.9
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.6 60 -5 6.4 +10.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.6 20 35 5.0 +9.2
PBUS Invesco MSCI USA ETF 1.6 4 51 5.2 +9.4
LRGE ClearBridge Large Cap Growth ESG ETF 1.6 59 -4 4.0 +8.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.6 39 16 9.8 +14.0
ROE Astoria US Quality Kings ETF 1.5 49 6 7.0 +11.2
FSST Fidelity Sustainable U.S. Equity ETF 1.5 59 -4 4.4 +8.5
OALC OneAscent Large Cap Core ETF 1.5 86 -31 4.6 +8.8
ESGU iShares ESG Aware MSCI USA ETF 1.5 15 40 5.1 +9.3
VOO Vanguard S&P 500 ETF 1.5 3 52 5.3 +9.5
IVV iShares Core S&P 500 ETF 1.5 3 52 5.3 +9.5
SPY SPDR S&P 500 ETF Trust 1.5 9 46 5.2 +9.4
SPLG SPDR Portfolio S&P 500 ETF 1.5 2 53 5.3 +9.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.5 7 48 5.2 +9.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 55 5.3 +9.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 53 5.3 +9.4
DFUS Dimensional U.S. Equity ETF 1.5 9 46 5.3 +9.5
STRV Strive 500 ETF 1.5 5 50 5.2 +9.3
VOTE TCW Transform 500 ETF 1.5 5 50 5.2 +9.4
TMFC Motley Fool 100 Index ETF 1.5 50 5 4.1 +8.3
ECML Euclidean Fundamental Value ETF 1.5 95 -40 13.1 +17.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.5 11 44 5.2 +9.4
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -24 4.3 +8.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.5 17 38 5.7 +9.8
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.5 40 15 6.2 +10.4
IYM iShares U.S. Basic Materials ETF 1.5 40 15 6.7 +10.9
ILCB iShares Morningstar U.S. Equity ETF 1.5 3 52 5.2 +9.4
VV Vanguard Large-Cap ETF 1.5 4 51 5.2 +9.4
BKSE BNY Mellon US Small Cap Core Equity ETF 1.5 4 51 5.9 +10.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.5 3 52 5.5 +9.6
SCHX Schwab U.S. Large-Cap ETF 1.5 3 52 5.3 +9.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.5 15 40 7.3 +11.5
IYY iShares Dow Jones U.S. ETF 1.4 20 35 5.1 +9.3
IWB iShares Russell 1000 ETF 1.4 15 40 5.2 +9.4
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.4 45 10 0.0 +4.2
TMFX Motley Fool Next Index ETF 1.4 50 5 3.2 +7.4
VONE Vanguard Russell 1000 ETF 1.4 8 47 5.3 +9.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.4 12 43 5.1 +9.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.4 3 52 5.2 +9.3
FYT First Trust Small Cap Value AlphaDEX Fund 1.4 73 -18 9.9 +14.1
PSCE Invesco S&P SmallCap Energy ETF 1.4 29 26 10.9 +15.0
IWV iShares Russell 3000 ETF 1.4 20 35 5.0 +9.2
KLMN Invesco MSCI North America Climate ETF 1.4 9 46 5.3 +9.4
VTHR Vanguard Russell 3000 ETF 1.4 10 45 5.2 +9.3
SCHK Schwab 1000 Index ETF 1.4 5 50 5.3 +9.5
TEMP JPMorgan Climate Change Solutions ETF 1.4 49 6 5.9 +10.0
IJS iShares S&P Small-Cap 600 Value ETF 1.4 18 37 9.4 +13.6
SCHB Schwab U.S. Broad Market ETF 1.4 3 52 5.3 +9.5
RVRB Reverb ETF 1.4 30 25 3.7 +7.9
VTI Vanguard Total Stock Market ETF 1.4 3 52 5.2 +9.3
XJR iShares ESG Screened S&P Small-Cap ETF 1.4 12 43 6.6 +10.7
MOO VanEck Agribusiness ETF 1.4 53 2 10.8 +15.0
WDNA WisdomTree BioRevolution Fund 1.4 45 10 0.0 +4.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.4 25 30 5.9 +10.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 -1 6.3 +10.4
INRO iShares U.S. Industry Rotation Active ETF 1.4 42 13 4.1 +8.3
MODL VictoryShares WestEnd U.S. Sector ETF 1.4 42 13 5.0 +9.1
PSC Principal U.S. Small-Cap ETF 1.4 38 17 6.9 +11.1
USRD Themes US R&D Champions ETF 1.4 29 26 5.6 +9.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.4 15 40 9.3 +13.4
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.4 40 15 5.7 +9.9
IWN iShares Russell 2000 Value ETF 1.3 24 31 5.8 +9.9
SLYV SPDR S&P 600 Small Cap Value ETF 1.3 15 40 9.5 +13.6
VTWV Vanguard Russell 2000 Value ETF 1.3 15 40 5.9 +10.1
DFAU Dimensional US Core Equity Market ETF 1.3 12 43 5.5 +9.7
JOET Virtus Terranova US Quality Momentum ETF 1.3 29 26 5.0 +9.2
FBCG Fidelity Blue Chip Growth ETF 1.3 59 -4 3.4 +7.5
SQLV Royce Quant Small-Cap Quality Value ETF 1.3 60 -5 9.6 +13.8
FTGS First Trust Growth Strength ETF 1.3 60 -5 5.6 +9.8
ETHO Etho Climate Leadership U.S. ETF 1.3 47 8 5.5 +9.7
JHSC John Hancock Multifactor Small Cap ETF 1.3 42 13 6.9 +11.0
IJR iShares Core S&P Small Cap ETF 1.3 6 49 7.3 +11.5
APUE ActivePassive U.S. Equity ETF 1.3 45 10 4.9 +9.1
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 49 8.4 +12.6
ISRA VanEck Israel ETF 1.2 59 -4 7.8 +11.9
VIOO Vanguard S&P Small-Cap 600 ETF 1.2 10 45 7.2 +11.4
HAP VanEck Natural Resources ETF 1.2 50 5 10.0 +14.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.2 3 52 7.4 +11.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.2 35 20 5.7 +9.9
STXK Strive Small-Cap ETF 1.2 18 37 5.5 +9.6
IYE iShares U.S. Energy ETF 1.2 40 15 8.6 +12.7
HDUS Hartford Disciplined US Equity ETF 1.2 19 36 5.9 +10.0
XMHQ Invesco S&P MidCap Quality ETF 1.2 25 30 7.1 +11.3
FFND Future Fund Active ETF 1.2 100 -45 4.7 +8.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 46 5.5 +9.6
IWM iShares Russell 2000 ETF 1.2 19 36 3.6 +7.8
TOK iShares MSCI Kokusai ETF 1.2 26 29 5.2 +9.3
FELC Fidelity Enhanced Large Cap Core ETF 1.2 18 37 5.6 +9.8
VTWO Vanguard Russell 2000 ETF 1.1 10 45 3.8 +8.0
EQAL Invesco Russell 1000 Equal Weight ETF 1.1 20 35 6.6 +10.7
ZSB USCF Sustainable Battery Metals Strategy Fund 1.1 61 -6 17.4 +21.5
RSSL Global X Russell 2000 ETF 1.1 8 47 3.6 +7.8
IJT iShares S&P Small-Cap 600 Growth ETF 1.1 18 37 5.1 +9.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.1 39 16 4.0 +8.2
ACVF American Conservative Values ETF 1.1 75 -20 4.5 +8.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.1 30 25 5.0 +9.2
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 30 5.9 +10.0
URTH iShares MSCI World ETF 1.1 24 31 5.5 +9.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.1 61 -6 1.4 +5.5
SLYG SPDR S&P 600 Small Cap Growth ETF 1.1 15 40 5.1 +9.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.1 15 40 5.3 +9.5
SFYX SoFi Next 500 ETF 1.1 0 55 3.6 +7.7
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 40 5.7 +9.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.1 9 46 4.0 +8.2
DFAS Dimensional U.S. Small Cap ETF 1.1 26 29 6.9 +11.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.1 60 -5 4.4 +8.5
JSML Janus Henderson Small Cap Growth Alpha ETF 1.1 30 25 8.6 +12.8
PSCF Invesco S&P SmallCap Financials ETF 1.0 29 26 6.2 +10.4
LRGF iShares U.S. Equity Factor ETF 1.0 8 47 5.8 +10.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.0 55 0 4.2 +8.4
AVSU Avantis Responsible U.S. Equity ETF 1.0 15 40 6.4 +10.6
VEGI iShares MSCI Agriculture Producers ETF 1.0 39 16 8.8 +12.9
DFSV Dimensional US Small Cap Value ETF 1.0 31 24 10.9 +15.1
ISCB iShares Morningstar Small-Cap ETF 1.0 4 51 5.6 +9.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 35 6.0 +10.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.0 29 26 7.4 +11.6
CHGX AXS Change Finance ESG ETF 1.0 49 6 5.3 +9.5
IWO iShares Russell 2000 Growth ETF 1.0 24 31 1.5 +5.6
VB Vanguard Small-Cap ETF 1.0 5 50 5.7 +9.9
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -5 4.4 +8.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.0 15 40 5.8 +10.0
VTWG Vanguard Russell 2000 Growth ETF 1.0 15 40 1.5 +5.7
AIEQ AI Powered Equity ETF 1.0 75 -20 4.1 +8.3
IJJ iShares S&P Mid-Cap 400 Value ETF 1.0 18 37 8.6 +12.8
ACWI iShares MSCI ACWI ETF 1.0 32 23 6.0 +10.1
KLMT Invesco MSCI Global Climate 500 ETF 1.0 10 45 6.1 +10.2
MDYV SPDR S&P 400 Mid Cap Value ETF 1.0 15 40 8.7 +12.8
WDIV SPDR S&P Global Dividend ETF 1.0 40 15 9.6 +13.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.0 15 40 8.7 +12.8
AIS VistaShares Artificial Intelligence Supercycle ETF 1.0 75 -20 4.6 +8.8
LRND IQ U.S. Large Cap R&D Leaders ETF 0.9 14 41 6.7 +10.9
AVSC Avantis U.S Small Cap Equity ETF 0.9 25 30 6.6 +10.7
GURU Global X Guru Index ETF 0.9 75 -20 4.2 +8.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 46 6.1 +10.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.9 61 -6 -1.1 +3.1
FTC First Trust Large Cap Growth AlphaDEX Fund 0.9 59 -4 2.8 +7.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.9 35 20 9.2 +13.4
XLB Materials Select Sector SPDR Fund 0.9 8 47 6.2 +10.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.9 35 20 3.1 +7.3
DFSU Dimensional US Sustainability Core 1 ETF 0.9 18 37 5.8 +10.0
QQQS Invesco NASDAQ Future Gen 200 ETF 0.9 20 35 -9.4 -5.2
BIBL Inspire 100 ETF 0.9 35 20 4.7 +8.8
VT Vanguard Total World Stock ETF 0.9 7 48 6.3 +10.4
WBIY WBI Power Factor High Dividend ETF 0.9 100 -45 13.4 +17.6
GSPY Gotham Enhanced 500 ETF 0.9 50 5 5.5 +9.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.9 47 8 9.8 +13.9
FDM First Trust Dow Jones Select MicroCap Index Fund 0.9 60 -5 8.4 +12.6
TPSC Timothy Plan US Small Cap Core ETF 0.9 52 3 7.2 +11.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.9 4 51 6.1 +10.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.8 49 6 4.7 +8.9
FXZ First Trust Materials AlphaDEX Fund 0.8 61 -6 11.0 +15.1
KRUZ Unusual Whales Subversive Republican Trading ETF 0.8 75 -20 6.0 +10.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 17 8.7 +12.8
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.8 59 -4 6.1 +10.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 30 6.6 +10.7
KRMA Global X Conscious Companies ETF 0.8 43 12 6.1 +10.3
AVUS Avantis U.S. Equity ETF 0.8 15 40 6.3 +10.5
CALF Pacer US Small Cap Cash Cows 100 ETF 0.8 59 -4 12.0 +16.1
RPG Invesco S&P 500 Pure Growth ETF 0.8 35 20 3.6 +7.8
FESM Fidelity Enhanced Small Cap ETF 0.8 28 27 3.8 +8.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 46 5.6 +9.7
FLDZ RiverNorth Patriot ETF 0.8 75 -20 5.9 +10.1
ISCG iShares Morningstar Small-Cap Growth ETF 0.8 6 49 2.7 +6.9
THRO iShares U.S. Thematic Rotation Active ETF 0.8 90 -35 4.4 +8.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.8 35 20 4.7 +8.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.8 25 30 7.8 +11.9
FBOT Fidelity Disruptive Automation ETF 0.8 50 5 4.0 +8.1
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.8 42 13 5.5 +9.6
NULV Nuveen ESG Large-Cap Value ETF 0.8 26 29 6.2 +10.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.8 61 -6 5.9 +10.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 -10 8.6 +12.7
SFY SoFi Select 500 ETF 0.7 0 55 4.8 +9.0
XSHQ Invesco S&P SmallCap Quality ETF 0.7 29 26 8.4 +12.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.7 7 48 6.2 +10.4
EES WisdomTree U.S. SmallCap Fund 0.7 38 17 9.1 +13.3
FDWM Fidelity Women's Leadership ETF 0.7 59 -4 3.2 +7.3
VAW Vanguard Materials ETF 0.7 10 45 6.4 +10.6
VXF Vanguard Extended Market ETF 0.7 6 49 4.5 +8.7
JHML John Hancock Multifactor Large Cap ETF 0.7 29 26 5.6 +9.8
FMAT Fidelity MSCI Materials Index ETF 0.7 8 47 6.5 +10.6
BFOR ALPS Barron's 400 ETF 0.7 65 -10 6.2 +10.4
DCOR Dimensional US Core Equity 1 ETF 0.7 14 41 5.8 +10.0
FPX First Trust US Equity Opportunities ETF 0.7 61 -6 1.3 +5.4
DGT SPDR Global Dow ETF 0.7 50 5 7.5 +11.6
EZM WisdomTree U.S. MidCap Fund 0.7 38 17 9.3 +13.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.7 64 -9 2.4 +6.6
SCHA Schwab U.S. Small-Cap ETF 0.7 4 51 5.3 +9.5
GVLU Gotham 1000 Value ETF 0.7 50 5 9.1 +13.2
PSCI Invesco S&P SmallCap Industrials ETF 0.7 29 26 5.9 +10.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.7 15 40 5.9 +10.1
ABFL Abacus FCF Leaders ETF 0.7 59 -4 5.8 +10.0
RFV Invesco S&P Midcap 400 Pure Value ETF 0.7 35 20 14.1 +18.2
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 -20 5.4 +9.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.7 19 36 6.5 +10.7
DFAT Dimensional U.S. Targeted Value ETF 0.7 28 27 10.0 +14.2
VLU SPDR S&P 1500 Value Tilt ETF 0.7 12 43 7.2 +11.3
IUS Invesco RAFI Strategic US ETF 0.7 19 36 7.1 +11.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.6 15 40 7.3 +11.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.6 35 20 4.5 +8.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -15 2.8 +6.9
PEXL Pacer US Export Leaders ETF 0.6 60 -5 5.4 +9.6
EQWL Invesco S&P 100 Equal Weight ETF 0.6 25 30 6.2 +10.4
IWC iShares Micro-Cap ETF 0.6 60 -5 -1.1 +3.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.6 58 -3 4.3 +8.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.6 20 35 5.5 +9.7
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 30 10.8 +14.9
BLES Inspire Global Hope ETF 0.6 61 -6 6.8 +11.0
EPS WisdomTree U.S. LargeCap Fund 0.6 8 47 6.1 +10.3
XOP SPDR S&P Oil & Gas Exploration & Production ETF 0.6 35 20 15.1 +19.3
RSP Invesco S&P 500 Equal Weight ETF 0.6 20 35 6.3 +10.5
EUSA iShares MSCI USA Equal Weighted ETF 0.6 9 46 6.0 +10.1
GLOF iShares Global Equity Factor ETF 0.6 20 35 6.8 +11.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -5 8.2 +12.3
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.6 61 -6 7.8 +12.0
SIZE iShares MSCI USA Size Factor ETF 0.6 15 40 5.8 +10.0
SCHM Schwab U.S. Mid-Cap ETF 0.6 4 51 6.7 +10.9
STXM Strive Mid-Cap ETF 0.6 18 37 3.6 +7.8
HKND Humankind US Stock ETF 0.6 11 44 7.5 +11.6
IJH iShares Core S&P Mid-Cap ETF 0.6 5 50 7.4 +11.5
MDY SPDR S&P Midcap 400 ETF Trust 0.6 24 31 7.2 +11.4
FUTY Fidelity MSCI Utilities Index ETF 0.6 8 47 5.5 +9.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.6 65 -10 5.4 +9.5
SSPY Syntax Stratified LargeCap ETF 0.6 30 25 6.6 +10.7
VPU Vanguard Utilities ETF 0.6 10 45 5.5 +9.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.6 70 -15 12.3 +16.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.5 3 52 7.4 +11.6
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 10 45 7.3 +11.5
DFAC Dimensional U.S. Core Equity 2 ETF 0.5 17 38 6.0 +10.2
JHMM John Hancock Multifactor Mid Cap ETF 0.5 42 13 6.5 +10.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.5 35 20 3.7 +7.9
MGMT Ballast Small/Mid Cap ETF 0.5 110 -55 8.6 +12.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 16 5.4 +9.6
VBR Vanguard Small Cap Value ETF 0.5 7 48 8.5 +12.7
VFMO Vanguard U.S. Momentum Factor ETF 0.5 13 42 3.4 +7.5
IWS iShares Russell Mid-Cap Value ETF 0.5 23 32 6.5 +10.7
NANC Unusual Whales Subversive Democratic Trading ETF 0.5 75 -20 4.2 +8.3
DSMC Distillate Small/Mid Cash Flow ETF 0.5 55 0 13.5 +17.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.5 15 40 4.3 +8.4
NETZ TCW Transform Systems ETF 0.5 75 -20 3.4 +7.6
WCEO Hypatia Women CEO ETF 0.5 85 -30 -1.3 +2.8
GQRE FlexShares Global Quality Real Estate Index Fund 0.5 45 10 4.1 +8.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.5 95 -40 0.7 +4.9
VOT Vanguard Mid-Cap Growth ETF 0.5 7 48 3.7 +7.9
SDY SPDR S&P Dividend ETF 0.5 35 20 6.2 +10.3
DFNV Donoghue Forlines Innovation ETF 0.5 69 -14 5.1 +9.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 16 10.2 +14.3
NULC Nuveen ESG Large-Cap ETF 0.5 21 34 5.0 +9.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.4 60 -5 6.3 +10.5
IWR iShares Russell Midcap ETF 0.4 19 36 5.8 +9.9
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.4 8 47 5.5 +9.7
VFVA Vanguard U.S. Value Factor ETF 0.4 13 42 11.7 +15.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.4 20 35 7.8 +11.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 -12 10.1 +14.3
USMF WisdomTree U.S. Multifactor Fund 0.4 28 27 6.7 +10.9
CGUS Capital Group Core Equity ETF 0.4 33 22 4.6 +8.8
VDC Vanguard Consumer Staples ETF 0.4 10 45 5.5 +9.7
SMCF Themes US Small Cap Cash Flow Champions ETF 0.4 29 26 11.8 +15.9
PRF Invesco FTSE RAFI US 1000 ETF 0.4 39 16 7.0 +11.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 46 6.1 +10.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 31 7.6 +11.8
IMCG iShares Morningstar Mid-Cap Growth ETF 0.4 6 49 4.1 +8.3
RWL Invesco S&P 500 Revenue ETF 0.4 39 16 7.0 +11.2
XRT SPDR S&P Retail ETF 0.4 35 20 9.6 +13.8
VAMO Cambria Value & Momentum ETF 0.4 61 -6 6.8 +11.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.4 52 3 5.6 +9.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.4 58 -3 5.6 +9.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 17 10.1 +14.3
PDP Invesco Dorsey Wright Momentum ETF 0.4 62 -7 3.6 +7.7
WRND IQ Global Equity R&D Leaders ETF 0.4 18 37 7.9 +12.0
MXI iShares Global Materials ETF 0.4 41 14 8.0 +12.2
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.4 60 -5 6.4 +10.6
XJH iShares ESG Screened S&P Mid-Cap ETF 0.4 12 43 7.0 +11.2
FQAL Fidelity Quality Factor ETF 0.4 15 40 5.9 +10.1
VLUE iShares MSCI USA Value Factor ETF 0.4 15 40 10.2 +14.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.3 65 -10 3.0 +7.2
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 47 4.7 +8.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 30 7.3 +11.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 -10 3.5 +7.6
VGT Vanguard Information Technology ETF 0.3 10 45 4.7 +8.8
SMMD iShares Russell 2500 ETF 0.3 15 40 6.2 +10.4
SVAL iShares US Small Cap Value Factor ETF 0.3 20 35 11.0 +15.2
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 17 8.3 +12.5
CGDV Capital Group Dividend Value ETF 0.3 33 22 4.9 +9.1
FTRI First Trust Indxx Global Natural Resources Income ETF 0.3 70 -15 8.6 +12.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 31 7.6 +11.8
SMLF iShares U.S. SmallCap Equity Factor ETF 0.3 15 40 6.0 +10.1
DFUV Dimensional US Marketwide Value ETF 0.3 22 33 8.1 +12.2
SCHC Schwab International Small-Cap Equity ETF 0.3 11 44 7.1 +11.3
ITAN Sparkline Intangible Value ETF 0.3 50 5 6.5 +10.7
FNDX Schwab Fundamental US Large Co. Index ETF 0.3 25 30 7.4 +11.6
DISV Dimensional International Small Cap Value ETF 0.3 42 13 9.7 +13.8
NANR SPDR S&P North American Natural Resources ETF 0.3 35 20 8.4 +12.5
IMCB iShares Morningstar Mid-Cap ETF 0.3 4 51 6.0 +10.1
IWP iShares Russell Mid-Cap Growth ETF 0.3 23 32 3.7 +7.8
AFSM First Trust Active Factor Small Cap ETF 0.3 75 -20 7.0 +11.2
PTL Inspire 500 ETF 0.3 9 46 5.4 +9.6
FIDU Fidelity MSCI Industrial Index ETF 0.3 8 47 4.9 +9.0
XLK Technology Select Sector SPDR Fund 0.3 8 47 5.3 +9.4
DFIS Dimensional International Small Cap ETF 0.3 39 16 7.9 +12.0
FEX First Trust Large Cap Core AlphaDEX Fund 0.2 59 -4 6.5 +10.6
AFLG First Trust Active Factor Large Cap ETF 0.2 55 0 6.2 +10.4
CVAR Cultivar ETF 0.2 87 -32 6.1 +10.3
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 26 7.3 +11.5
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 40 7.0 +11.2
GNR SPDR S&P Global Natural Resources ETF 0.2 40 15 11.4 +15.6
VIS Vanguard Industrials ETF 0.2 10 45 4.9 +9.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -25 6.0 +10.2
VFMV Vanguard U.S. Minimum Volatility ETF 0.2 13 42 5.5 +9.6
ONEY SPDR Russell 1000 Yield Focus ETF 0.2 20 35 9.1 +13.2
IGM iShares Expanded Tech Sector ETF 0.2 41 14 4.6 +8.8
COPY Tweedy, Browne Insider + Value ETF 0.2 80 -25 12.6 +16.8
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.2 40 15 12.2 +16.4
VO Vanguard Mid-Cap ETF 0.2 4 51 5.6 +9.8
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 20 6.1 +10.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 15 6.0 +10.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 7 48 7.0 +11.2
IYK iShares U.S. Consumer Staples ETF 0.2 40 15 5.9 +10.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 6 7.3 +11.5
DFLV Dimensional US Large Cap Value ETF 0.2 22 33 8.2 +12.4
QUS SPDR MSCI USA StrategicFactors ETF 0.2 15 40 5.8 +10.0
EIPX FT Energy Income Partners Strategy ETF 0.2 95 -40 7.4 +11.6
IDU iShares U.S. Utilities ETF 0.2 40 15 4.9 +9.0
FELV Fidelity Enhanced Large Cap Value ETF 0.2 18 37 6.8 +11.0
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 49 7.9 +12.0
IWD iShares Russell 1000 Value ETF 0.2 19 36 6.5 +10.6
VONV Vanguard Russell 1000 Value ETF 0.2 8 47 6.6 +10.8
EVUS iShares ESG Aware MSCI USA Value ETF 0.2 18 37 6.0 +10.2
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 43 6.5 +10.7
DHS WisdomTree U.S. High Dividend Fund 0.2 38 17 7.8 +11.9
TTAC FCF US Quality ETF 0.2 59 -4 6.1 +10.2
STXV Strive 1000 Value ETF 0.2 18 37 7.5 +11.6
WOMN Impact Shares YWCA Women's Empowerment ETF 0.2 75 -20 5.2 +9.3
IXN iShares Global Tech ETF 0.2 41 14 4.5 +8.7
ROSC Hartford Multifactor Small Cap ETF 0.2 34 21 9.0 +13.1
IUSV iShares Core S&P US Value ETF 0.1 4 51 6.5 +10.6
VDE Vanguard Energy ETF 0.1 10 45 8.8 +12.9
VFMF Vanguard U.S. Multifactor ETF 0.1 18 37 8.5 +12.6
DEW WisdomTree Global High Dividend Fund 0.1 58 -3 7.7 +11.9
IJK iShares S&P Mid-Cap 400 Growth ETF 0.1 17 38 6.0 +10.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.1 18 37 4.9 +9.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.1 15 40 6.0 +10.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.1 15 40 6.0 +10.2
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 -16 1.1 +5.2
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -34 4.5 +8.6
HLGE Hartford Longevity Economy ETF 0.1 44 11 5.5 +9.7
GK AdvisorShares Gerber Kawasaki ETF 0.1 75 -20 2.9 +7.1
AFMC First Trust Active Factor Mid Cap ETF 0.1 65 -10 8.2 +12.4
SNPV Xtrackers S&P 500 Value ESG ETF 0.1 15 40 5.4 +9.6
FENY Fidelity MSCI Energy Index ETF 0.1 8 47 8.8 +13.0
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 43 8.5 +12.7
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 50 7.1 +11.3
IVE iShares S&P 500 Value ETF 0.1 18 37 6.2 +10.4
SPYV SPDR Portfolio S&P 500 Value ETF 0.1 4 51 6.4 +10.5
VOOV Vanguard S&P 500 Value ETF 0.1 10 45 6.3 +10.5
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 25 5.9 +10.1
DFVX Dimensional US Large Cap Vector ETF 0.1 22 33 6.6 +10.7
ONEO SPDR Russell 1000 Momentum Focus ETF 0.1 20 35 6.8 +10.9
SHE SPDR MSCI USA Gender Diversity ETF 0.1 20 35 5.2 +9.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 16 6.3 +10.5
QGRO American Century U.S. Quality Growth ETF 0.1 29 26 3.8 +8.0
AVDE Avantis International Equity ETF 0.1 23 32 8.0 +12.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 35 5.3 +9.5
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 20 5.3 +9.4
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 45 4.9 +9.1
FMDE Fidelity Enhanced Mid Cap ETF 0.1 23 32 5.8 +10.0
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 51 6.8 +11.0
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 20 4.6 +8.8
FFLC Fidelity Fundamental Large Cap Core ETF 0.1 38 17 4.9 +9.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.1 18 37 7.2 +11.4
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 42 6.6 +10.8
VIG Vanguard Dividend Appreciation ETF 0.1 6 49 6.0 +10.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 25 8.6 +12.8
FNCL Fidelity MSCI Financials Index ETF 0.1 8 47 6.6 +10.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 26 6.4 +10.6
DEUS Xtrackers Russell US Multifactor ETF 0.1 17 38 6.9 +11.1
AVSD Avantis Responsible International Equity ETF 0.1 23 32 6.8 +11.0
GLBL Pacer MSCI World Industry Advantage ETF 0.0 65 -10 5.0 +9.1
PFM Invesco Dividend Achievers ETF 0.0 53 2 5.3 +9.5
VFH Vanguard Financials ETF 0.0 10 45 6.6 +10.8
EMLP First Trust North American Energy Infrastructure Fund 0.0 95 -40 5.1 +9.3
DFAI Dimensional International Core Equity Market ETF 0.0 18 37 7.6 +11.7
USMV iShares MSCI USA Min Vol Factor ETF 0.0 15 40 5.5 +9.6
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 27 6.2 +10.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 16 8.3 +12.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 30 6.0 +10.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.0 20 35 7.4 +11.5
ILCV iShares Morningstar Value ETF 0.0 4 51 6.7 +10.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 52 7.5 +11.7
DGRO iShares Core Dividend Growth ETF 0.0 8 47 6.6 +10.8
GWX SPDR S&P International Small Cap ETF 0.0 40 15 6.7 +10.9
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 44 5.4 +9.5
DFIC Dimensional International Core Equity 2 ETF 0.0 23 32 7.9 +12.1
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 40 8.1 +12.3
ROUS Hartford Multifactor US Equity ETF 0.0 19 36 7.2 +11.4
REVS Columbia Research Enhanced Value ETF 0.0 19 36 7.6 +11.8
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 51 7.4 +11.5
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 37 4.7 +8.8
VEA Vanguard FTSE Developed Markets ETF 0.0 5 50 7.6 +11.7
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 31 6.6 +10.8
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 48 8.3 +12.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 10 9.3 +13.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 16 7.0 +11.1
VXUS Vanguard Total International Stock ETF 0.0 7 48 8.3 +12.5
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 6 5.9 +10.0
RECS Columbia Research Enhanced Core ETF 0.0 15 40 6.2 +10.3
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 30 10.1 +14.3
DIVB iShares Core Dividend ETF 0.0 5 50 7.7 +11.8
VSGX Vanguard ESG International Stock ETF 0.0 12 43 8.2 +12.3
VYM Vanguard High Dividend Yield Index ETF 0.0 6 49 7.3 +11.5
IYW iShares U.S. Technology ETF 0.0 40 15 4.6 +8.8
AVDV Avantis International Small Cap Value ETF 0.0 36 19 10.9 +15.1

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

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 ALPS Clean Energy ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity -5.8 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 55 bp
Equals: ALTAR Score -4.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.51 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.