ALPS Clean Energy ETF
ALTAR
Score™		 -3.3% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 -60.1x P/Sales
ratio		 1.4x
P/BV
ratio		 1.8x Div.
yield		 2.5%


  • 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) $97
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 35
Wgt avg mkt cap (mns) $54,275
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
TESLA MOTORS INC 5.4 %
ORMAT TECHNOLOGIES INC 5.3 %
HANNON ARMSTRONG SUSTAINABLE 5.3 %
ITRON INC 5.3 %
ALBEMARLE CORP 5.3 %
BROOKFIELD RENEWABLE PARTNERS LP 5.1 %
NORTHLAND POWER INC 4.9 %
CLEARWAY ENERGY, INC. CLASS C 4.9 %
NEXTRACKER, INC. CLASS A 4.8 %
LUCID GROUP, INC. 4.7 %
Total 51.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.2 %
CANADA 12.7 %
BERMUDA 5.0 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-0.9% -8.1% -7.3% -- 1.3%

Market Correlations
versus... Beta R-squared
S&P500 1.47 45%
MSCI EAFE 1.18 30%
MSCI Emg. Mkts. 1.04 25%

Technical Indicators
Recent close $27.04
30d moving avg. $25.28
Annualized volatility 35.5%
Short interest (ETF) 0.6%
Short interest (Underlying) 7.9%
Relative strength (RSI) 62

Liquidity measures
Avg. volume (thou.) 55
Turnover 1.5%
Bid/Ask (% of price) 0.26%
ADV underlying (mns) $37,584

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 622 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™: -3.3%


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 47.9 58 -3 -3.0 +0.3
FRNW Fidelity Clean Energy ETF 30.8 39 16 3.9 +7.3
TAN Invesco Solar ETF 29.2 67 -12 7.2 +10.5
PBW Invesco WilderHill Clean Energy ETF 26.8 66 -11 -4.5 -1.1
CNRG SPDR S&P Kensho Clean Power ETF 26.0 45 10 0.6 +3.9
RNRG Global X Renewable Energy Producers ETF 23.4 66 -11 5.7 +9.0
CTEC Global X CleanTech ETF 23.2 50 5 2.6 +5.9
ICLN iShares Global Clean Energy ETF 20.7 41 14 5.8 +9.1
SMOG VanEck Low Carbon Energy ETF 19.0 61 -6 1.6 +4.9
VCLN Virtus Duff & Phelps Clean Energy ETF 17.8 59 -4 5.5 +8.9
RAYS Global X Solar ETF 17.0 51 4 6.9 +10.2
ERTH Invesco MSCI Sustainable Future ETF 16.4 62 -7 3.6 +7.0
IDRV iShares Self-driving EV & Tech ETF 14.4 47 8 1.6 +4.9
ETEC iShares Breakthrough Environmental Solutions ETF 13.8 47 8 3.5 +6.8
WNDY Global X Wind Energy ETF 13.5 50 5 5.5 +8.8
LIT Global X Lithium & Battery Tech ETF 12.9 75 -20 5.3 +8.6
PBD Invesco Global Clean Energy ETF 12.7 75 -20 0.6 +3.9
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 12.5 72 -17 -0.8 +2.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 11.7 39 16 -0.9 +2.5
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 11.7 79 -24 5.1 +8.5
FAN First Trust Global Wind Energy ETF 10.5 60 -5 4.5 +7.9
BATT Amplify Lithium & Battery Technology ETF 8.9 59 -4 3.8 +7.1
SFYF SoFi Social 50 ETF 8.7 29 26 0.3 +3.7
CCSO Carbon Collective Climate Solutions US Equity ETF 8.5 35 20 1.1 +4.4
HAIL SPDR S&P Kensho Smart Mobility ETF 8.1 45 10 1.0 +4.4
VOLT Tema Electrification ETF 7.5 75 -20 2.8 +6.2
EV Mast Global Battery Recycling & Production ETF 7.2 65 -10 10.6 +14.0
SIMS SPDR S&P Kensho Intelligent Structures ETF 6.4 45 10 4.6 +7.9
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 6.4 75 -20 7.8 +11.2
CARZ First Trust NASDAQ Global Auto Index Fund 6.2 70 -15 5.2 +8.5
IBAT iShares Energy Storage & Materials ETF 6.0 47 8 5.3 +8.7
BUZZ VanEck Social Sentiment ETF 5.8 75 -20 0.0 +3.4
CLNR IQ Cleaner Transport ETF 5.7 45 10 6.6 +9.9
VCR Vanguard Consumer Discretionary ETF 5.7 9 46 4.6 +7.9
FDIS Fidelity MSCI Consumer Discretionary Index ETF 5.7 8 47 4.6 +8.0
IYC iShares U.S. Consumer Discretionary ETF 5.6 40 15 3.8 +7.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 5.4 75 -20 2.9 +6.2
FDG American Century Focused Dynamic Growth ETF 5.4 45 10 2.1 +5.4
IQM Franklin Intelligent Machines ETF 5.4 50 5 2.1 +5.5
ARKK ARK Innovation ETF 5.4 75 -20 -2.5 +0.9
ARKQ ARK Autonomous Technology & Robotics ETF 5.4 75 -20 0.4 +3.8
ARKW ARK Next Generation Internet ETF 5.4 87 -32 -0.5 +2.8
FTXR First Trust Nasdaq Transportation ETF 5.4 60 -5 9.3 +12.6
RXI iShares Global Consumer Discretionary ETF 5.4 41 14 9.2 +12.6
XLY Consumer Discretionary Select Sector SPDR Fund 5.4 8 47 4.9 +8.2
YALL God Bless America ETF 5.4 65 -10 3.7 +7.0
BCOR Grayscale Bitcoin Adopters ETF 5.4 59 -4 2.5 +5.9
LITP Sprott Lithium Miners ETF 5.3 65 -10 4.7 +8.0
REMX VanEck Rare Earth/Strategic Metals ETF 5.3 54 1 5.1 +8.4
ILIT iShares Lithium Miners and Producers ETF 5.3 47 8 8.0 +11.4
LIMI Themes Lithium & Battery Metal Miners ETF 5.3 35 20 7.6 +10.9
DRIV Global X Autonomous & Electric Vehicles ETF 5.2 68 -13 5.4 +8.8
FXN First Trust Energy AlphaDEX Fund 5.0 62 -7 14.0 +17.3
TIME Clockwise Core Equity & Innovation ETF 4.9 95 -40 2.8 +6.1
IPO Renaissance IPO ETF 4.8 60 -5 4.3 +7.6
SETM Sprott Energy Transition Materials ETF 4.8 65 -10 3.6 +7.0
CGGR Capital Group Growth ETF 4.7 39 16 3.3 +6.6
SPMO Invesco S&P 500 Momentum ETF 4.6 13 42 3.7 +7.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.5 10 45 4.5 +7.8
RVER Trenchless Fund ETF 4.4 65 -10 2.4 +5.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.4 10 45 4.5 +7.8
TOPT iShares Top 20 U.S. Stocks ETF 4.3 20 35 4.1 +7.4
KOMP SPDR S&P Kensho New Economies Composite ETF 4.3 20 35 2.7 +6.1
PID Invesco International Dividend Achievers ETF 4.3 53 2 5.6 +8.9
RND First Trust Bloomberg R&D Leaders ETF 4.2 60 -5 3.7 +7.0
BLLD JPMorgan Sustainable Infrastructure ETF 4.2 49 6 6.1 +9.4
TXS Texas Capital Texas Equity Index ETF 4.1 49 6 5.7 +9.0
MTUM iShares MSCI USA Momentum Factor ETF 4.1 15 40 3.6 +6.9
HLAL Wahed FTSE USA Shariah ETF 4.0 50 5 4.9 +8.3
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 4.0 55 0 6.4 +9.8
CCNR ALPS CoreCommodity Natural Resources ETF 4.0 39 16 11.4 +14.8
QTOP iShares Nasdaq Top 30 Stocks ETF 4.0 20 35 4.3 +7.6
DTEC ALPS Disruptive Technologies ETF 3.9 50 5 3.8 +7.1
NACP Impact Shares NAACP Minority Empowerment ETF 3.9 49 6 4.9 +8.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.9 58 -3 4.8 +8.1
FFOG Franklin Focused Growth ETF 3.9 61 -6 2.4 +5.7
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 3.9 29 26 4.6 +7.9
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.8 40 15 7.4 +10.8
BOUT Innovator IBD Breakout Opportunities ETF 3.7 81 -26 3.4 +6.7
IWY iShares Russell Top 200 Growth ETF 3.7 20 35 4.6 +7.9
TMFC Motley Fool 100 Index ETF 3.7 50 5 3.6 +6.9
PSCT Invesco S&P SmallCap Information Technology ETF 3.6 29 26 5.4 +8.8
SDG iShares MSCI Global Sustainable Development Goals ETF 3.6 49 6 6.3 +9.6
MOTO SmartETFs Smart Transportation & Technology ETF 3.6 68 -13 7.3 +10.6
DSI iShares MSCI KLD 400 Social ETF 3.5 25 30 4.9 +8.3
FXU First Trust Utilities AlphaDEX Fund 3.4 64 -9 5.7 +9.1
MGK Vanguard Mega Cap Growth ETF 3.4 7 48 4.2 +7.5
SUSL iShares ESG MSCI USA Leaders ETF 3.4 10 45 5.0 +8.4
MADE iShares U.S. Manufacturing ETF 3.4 40 15 5.1 +8.4
XT iShares Exponential Technologies ETF 3.4 46 9 4.8 +8.1
OPTZ Optimize Strategy Index ETF 3.4 50 5 5.0 +8.4
TINT ProShares Smart Materials ETF 3.3 58 -3 7.3 +10.7
EGUS iShares ESG Aware MSCI USA Growth ETF 3.3 18 37 4.2 +7.5
OCEN IQ Clean Oceans ETF 3.3 45 10 6.3 +9.6
IVW iShares S&P 500 Growth ETF 3.3 18 37 4.0 +7.4
SPYG SPDR Portfolio S&P 500 Growth ETF 3.3 4 51 4.2 +7.5
VOOG Vanguard S&P 500 Growth ETF 3.3 7 48 4.2 +7.5
SCHG Schwab U.S. Large-Cap Growth ETF 3.3 4 51 4.0 +7.4
NVIR Horizon Kinetics Energy and Remediation ETF 3.2 85 -30 6.5 +9.9
DMAT Global X Disruptive Materials ETF 3.2 59 -4 9.3 +12.7
GSFP Goldman Sachs Future Planet Equity ETF 3.2 75 -20 4.6 +7.9
ILCG iShares Morningstar Growth ETF 3.1 4 51 3.8 +7.1
IUSG iShares Core S&P U.S. Growth ETF 3.1 4 51 4.3 +7.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.1 60 -5 7.8 +11.1
PRXG Praxis Impact Large Cap Growth ETF 3.1 36 19 4.1 +7.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 3.0 30 25 13.1 +16.4
ONEQ Fidelity Nasdaq Composite Index ETF 3.0 21 34 3.8 +7.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.0 12 43 4.6 +8.0
VONG Vanguard Russell 1000 Growth ETF 3.0 7 48 4.6 +7.9
SNPG Xtrackers S&P 500 Growth ESG ETF 3.0 15 40 4.5 +7.9
ACSI American Customer Satisfaction ETF 3.0 65 -10 4.8 +8.2
IWF iShares Russell 1000 Growth ETF 3.0 19 36 4.4 +7.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.0 10 45 5.1 +8.4
VUG Vanguard Growth ETF 3.0 4 51 4.1 +7.4
HYDR Global X Hydrogen ETF 3.0 50 5 -5.1 -1.8
ITEQ BlueStar Israel Technology ETF 2.9 75 -20 1.8 +5.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.9 9 46 5.0 +8.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.9 15 40 5.9 +9.3
XLG Invesco S&P 500 Top 50 ETF 2.9 20 35 4.5 +7.9
ION ProShares S&P Global Core Battery Metals ETF 2.9 58 -3 11.4 +14.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.8 45 10 4.5 +7.9
QQQ Invesco QQQ Trust Series I 2.8 20 35 4.1 +7.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 2.8 12 43 4.6 +7.9
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 2.8 49 6 4.3 +7.6
QQQM Invesco NASDAQ 100 ETF 2.8 15 40 4.1 +7.5
PHO Invesco Water Resources ETF 2.8 60 -5 4.5 +7.9
TRFM AAM Transformers ETF 2.8 49 6 1.5 +4.8
SNSR Global X Internet of Things ETF 2.8 68 -13 4.4 +7.8
ECLN First Trust EIP Carbon Impact ETF 2.7 96 -41 4.1 +7.5
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 2.7 85 -30 9.9 +13.2
USMC Principal U.S. Mega-Cap ETF 2.7 12 43 4.6 +7.9
QGRW WisdomTree U.S. Quality Growth Fund 2.7 28 27 4.2 +7.6
SPHB Invesco S&P 500 High Beta ETF 2.6 25 30 4.7 +8.0
ALTL Pacer Lunt Large Cap Alternator ETF 2.6 60 -5 4.3 +7.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.6 8 47 5.1 +8.4
AIEQ AI Powered Equity ETF 2.5 75 -20 3.8 +7.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 2.5 40 15 5.3 +8.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.5 49 6 11.8 +15.1
FFTY Innovator IBD 50 ETF 2.5 80 -25 0.5 +3.8
FELG Fidelity Enhanced Large Cap Growth ETF 2.5 18 37 4.8 +8.1
XSD SPDR S&P Semiconductor ETF 2.5 35 20 4.3 +7.7
OEF iShares S&P 100 ETF 2.4 20 35 4.7 +8.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.4 32 23 5.0 +8.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.4 60 -5 5.2 +8.6
GRNY Fundstrat Granny Shots US Large Cap ETF 2.4 75 -20 2.7 +6.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.4 75 -20 4.8 +8.1
FIW First Trust Water ETF 2.3 53 2 4.7 +8.1
JGRO JPMorgan Active Growth ETF 2.3 44 11 3.5 +6.8
AOTG AOT Growth and Innovation ETF 2.3 75 -20 1.8 +5.2
STXG Strive 1000 Growth ETF 2.3 18 37 4.0 +7.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.3 25 30 5.4 +8.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.3 30 25 6.8 +10.1
AIQ Global X Artificial Intelligence & Technology ETF 2.2 68 -13 3.8 +7.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.2 7 48 5.1 +8.5
CBSE Clough Select Equity ETF 2.2 85 -30 1.0 +4.4
BGRO iShares Large Cap Growth Active ETF 2.2 55 0 3.1 +6.5
NUSC Nuveen ESG Small-Cap ETF 2.2 31 24 5.5 +8.8
QQMG Invesco ESG NASDAQ 100 ETF 2.2 20 35 4.1 +7.5
SNPE Xtrackers S&P 500 ESG ETF 2.2 10 45 5.2 +8.5
SPXT ProShares S&P 500 Ex-Technology ETF 2.2 9 46 5.7 +9.0
PSCC Invesco S&P SmallCap Consumer Staples ETF 2.2 29 26 7.9 +11.2
GQQQ Astoria US Quality Growth Kings ETF 2.1 35 20 4.8 +8.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.1 45 10 2.8 +6.2
FDLS Inspire Fidelis Multi Factor ETF 2.1 76 -21 5.3 +8.7
SMDV ProShares Russell 2000 Dividend Growers ETF 2.1 40 15 7.4 +10.8
SIXS ETC 6 Meridian Small Cap Equity ETF 2.0 89 -34 10.2 +13.5
MGC Vanguard Mega Cap ETF 2.0 7 48 4.8 +8.1
IWL iShares Russell Top 200 ETF 2.0 15 40 4.7 +8.1
QVAL Alpha Architect US Quantitative Value ETF 2.0 39 16 9.8 +13.1
USRD Themes US R&D Champions ETF 2.0 29 26 4.5 +7.8
ROE Astoria US Quality Kings ETF 2.0 49 6 6.7 +10.0
DIV Global X SuperDividend US ETF 2.0 45 10 11.8 +15.2
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 46 4.8 +8.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.0 75 -20 4.1 +7.4
GMET VanEck Green Metals ETF 2.0 63 -8 9.4 +12.7
XVV iShares ESG Screened S&P 500 ETF 2.0 8 47 4.9 +8.3
NUMV Nuveen ESG Mid-Cap Value ETF 2.0 31 24 7.1 +10.4
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.9 40 15 5.4 +8.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.9 15 40 4.6 +7.9
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.9 40 15 6.2 +9.6
XNTK SPDR NYSE Technology ETF 1.9 35 20 3.8 +7.1
VBK Vanguard Small-Cap Growth ETF 1.9 7 48 1.9 +5.3
DSMC Distillate Small/Mid Cash Flow ETF 1.9 55 0 12.7 +16.1
ZAP Global X U.S. Electrification ETF 1.9 50 5 4.4 +7.7
SPXN ProShares S&P 500 Ex-Financials ETF 1.9 9 46 5.0 +8.4
GINN Goldman Sachs Innovate Equity ETF 1.8 52 3 3.7 +7.0
SUSA iShares MSCI USA ESG Select ETF 1.8 25 30 4.9 +8.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.8 35 20 10.7 +14.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 35 4.8 +8.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.8 15 40 4.7 +8.1
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 40 4.9 +8.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.8 20 35 4.8 +8.1
CATH Global X S&P 500 Catholic Values Custom ETF 1.8 29 26 4.8 +8.2
PBUS Invesco MSCI USA ETF 1.8 4 51 5.0 +8.3
IVV iShares Core S&P 500 ETF 1.8 3 52 5.1 +8.4
SPY SPDR S&P 500 ETF Trust 1.8 9 46 5.0 +8.3
BRIF FIS Bright Portfolios Focused Equity ETF 1.8 65 -10 4.9 +8.3
SPLG SPDR Portfolio S&P 500 ETF 1.8 2 53 5.1 +8.4
VOO Vanguard S&P 500 ETF 1.8 3 52 5.1 +8.4
STRV Strive 500 ETF 1.8 5 50 4.9 +8.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.8 60 -5 4.3 +7.7
PSCE Invesco S&P SmallCap Energy ETF 1.8 29 26 11.7 +15.1
SPXV ProShares S&P 500 Ex-Health Care ETF 1.8 9 46 4.8 +8.1
ADME Aptus Drawdown Managed Equity ETF 1.8 79 -24 4.2 +7.6
TOV JLens 500 Jewish Advocacy U.S. ETF 1.7 18 37 4.8 +8.1
DFUS Dimensional U.S. Equity ETF 1.7 9 46 4.9 +8.3
INRO iShares U.S. Industry Rotation Active ETF 1.7 42 13 4.7 +8.0
FDMO Fidelity Momentum Factor ETF 1.7 15 40 3.8 +7.2
ILCB iShares Morningstar U.S. Equity ETF 1.7 3 52 5.0 +8.3
VV Vanguard Large-Cap ETF 1.7 4 51 4.9 +8.3
SCHX Schwab U.S. Large-Cap ETF 1.7 3 52 5.1 +8.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.7 3 52 5.2 +8.6
IYY iShares Dow Jones U.S. ETF 1.7 20 35 4.9 +8.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 41 5.0 +8.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.7 52 3 6.7 +10.0
KLMN Invesco MSCI North America Climate ETF 1.7 9 46 5.1 +8.5
VONE Vanguard Russell 1000 ETF 1.7 7 48 5.0 +8.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.7 12 43 5.3 +8.6
IWB iShares Russell 1000 ETF 1.7 15 40 5.0 +8.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 52 5.0 +8.4
SCHK Schwab 1000 Index ETF 1.7 5 50 5.1 +8.4
RVRB Reverb ETF 1.7 30 25 4.7 +8.0
IWV iShares Russell 3000 ETF 1.7 20 35 4.9 +8.2
VTHR Vanguard Russell 3000 ETF 1.7 7 48 5.0 +8.3
SCHB Schwab U.S. Broad Market ETF 1.6 3 52 5.1 +8.5
VTI Vanguard Total Stock Market ETF 1.6 3 52 5.0 +8.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.6 15 40 5.0 +8.3
LIVR Intelligent Livermore ETF 1.6 69 -14 6.2 +9.6
NBDS Neuberger Berman Disrupters ETF 1.6 55 0 0.7 +4.1
SPXE ProShares S&P 500 Ex-Energy ETF 1.6 9 46 4.9 +8.3
FPX First Trust US Equity Opportunities ETF 1.6 61 -6 1.0 +4.3
FVAL Fidelity Value Factor ETF 1.6 15 40 7.1 +10.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.6 39 16 6.6 +9.9
APUE ActivePassive U.S. Equity ETF 1.6 45 10 4.7 +8.1
LRGE ClearBridge Large Cap Growth ESG ETF 1.6 59 -4 3.9 +7.2
DSPY Tema S&P 500 Historical Weight ETF 1.6 18 37 5.2 +8.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.6 45 10 4.5 +7.9
FSST Fidelity Sustainable U.S. Equity ETF 1.5 59 -4 4.3 +7.7
OALC OneAscent Large Cap Core ETF 1.5 86 -31 4.1 +7.5
ETHO Etho Climate Leadership U.S. ETF 1.5 47 8 5.4 +8.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.5 7 48 4.9 +8.3
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 55 5.0 +8.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 53 5.0 +8.4
VOTE TCW Transform 500 ETF 1.5 5 50 5.0 +8.3
DFAU Dimensional US Core Equity Market ETF 1.5 12 43 5.2 +8.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.5 11 44 5.0 +8.3
ISRA VanEck Israel ETF 1.4 59 -4 6.9 +10.3
CALF Pacer US Small Cap Cash Cows 100 ETF 1.4 59 -4 11.1 +14.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.4 70 -15 3.1 +6.4
FDM First Trust Dow Jones Select MicroCap Index Fund 1.4 60 -5 7.6 +11.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.4 49 6 4.4 +7.7
IWN iShares Russell 2000 Value ETF 1.4 24 31 7.8 +11.1
VTWV Vanguard Russell 2000 Value ETF 1.4 10 45 7.9 +11.2
RSSL Global X Russell 2000 ETF 1.4 8 47 4.5 +7.9
TEMP JPMorgan Climate Change Solutions ETF 1.4 49 6 5.7 +9.1
RFFC ALPS Active Equity Opportunity ETF 1.4 48 7 4.5 +7.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 -1 6.4 +9.7
MODL VictoryShares WestEnd U.S. Sector ETF 1.4 42 13 4.6 +8.0
PSC Principal U.S. Small-Cap ETF 1.4 38 17 6.9 +10.2
IYM iShares U.S. Basic Materials ETF 1.4 40 15 6.6 +9.9
TOK iShares MSCI Kokusai ETF 1.4 26 29 5.2 +8.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.3 59 -4 6.4 +9.8
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.3 55 0 4.9 +8.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.3 25 30 5.8 +9.2
XJR iShares ESG Screened S&P Small-Cap ETF 1.3 12 43 7.5 +10.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.3 39 16 9.6 +13.0
ISMD Inspire Small/Mid Cap ETF 1.3 54 1 6.1 +9.4
IWM iShares Russell 2000 ETF 1.3 19 36 4.6 +7.9
VTWO Vanguard Russell 2000 ETF 1.3 7 48 4.6 +8.0
IJS iShares S&P Small-Cap 600 Value ETF 1.3 18 37 10.2 +13.5
JOET Virtus Terranova US Quality Momentum ETF 1.3 29 26 4.7 +8.1
NIXT Research Affiliates Deletions ETF 1.3 9 46 8.8 +12.2
FBCG Fidelity Blue Chip Growth ETF 1.3 59 -4 2.9 +6.3
SQLV Royce Quant Small-Cap Quality Value ETF 1.3 60 -5 9.7 +13.1
IYE iShares U.S. Energy ETF 1.3 40 15 8.9 +12.2
ESIX SPDR S&P SmallCap 600 ESG ETF 1.3 12 43 8.2 +11.6
URTH iShares MSCI World ETF 1.3 24 31 5.3 +8.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 38 5.9 +9.3
ECML Euclidean Fundamental Value ETF 1.3 95 -40 12.4 +15.7
IJR iShares Core S&P Small Cap ETF 1.2 6 49 7.9 +11.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.2 61 -6 1.4 +4.8
XMHQ Invesco S&P MidCap Quality ETF 1.2 25 30 7.3 +10.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.2 10 45 10.3 +13.6
XMLV Invesco S&P MidCap Low Volatility ETF 1.2 25 30 7.6 +10.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 35 5.8 +9.2
SLYV SPDR S&P 600 Small Cap Value ETF 1.2 15 40 10.2 +13.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.2 15 40 8.0 +11.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.2 35 20 6.1 +9.5
IJT iShares S&P Small-Cap 600 Growth ETF 1.2 18 37 5.6 +9.0
VTWG Vanguard Russell 2000 Growth ETF 1.2 10 45 1.5 +4.9
IWO iShares Russell 2000 Growth ETF 1.2 24 31 1.4 +4.8
HDUS Hartford Disciplined US Equity ETF 1.2 19 36 5.9 +9.2
BKSE BNY Mellon US Small Cap Core Equity ETF 1.2 4 51 6.2 +9.5
FFND Future Fund Active ETF 1.2 100 -45 4.4 +7.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 46 5.3 +8.6
VIOO Vanguard S&P Small-Cap 600 ETF 1.2 7 48 7.9 +11.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.2 3 52 8.0 +11.3
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 1.2 60 -5 6.8 +10.2
ACWI iShares MSCI ACWI ETF 1.2 32 23 5.7 +9.0
FELC Fidelity Enhanced Large Cap Core ETF 1.2 18 37 5.3 +8.7
KLMT Invesco MSCI Global Climate 500 ETF 1.1 10 45 5.9 +9.2
SLYG SPDR S&P 600 Small Cap Growth ETF 1.1 15 40 5.7 +9.0
ZSB USCF Sustainable Battery Metals Strategy Fund 1.1 61 -6 8.9 +12.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.1 60 -5 9.8 +13.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.1 10 45 5.8 +9.1
LRGF iShares U.S. Equity Factor ETF 1.1 8 47 5.6 +8.9
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 49 9.4 +12.8
GURU Global X Guru Index ETF 1.1 75 -20 3.5 +6.8
STXK Strive Small-Cap ETF 1.1 18 37 6.2 +9.6
SPGP Invesco S&P 500 GARP ETF 1.1 34 21 9.2 +12.6
ACVF American Conservative Values ETF 1.1 75 -20 4.4 +7.7
TMFX Motley Fool Next Index ETF 1.1 50 5 2.6 +6.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.1 30 25 4.5 +7.9
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 30 5.6 +8.9
AVUQ Avantis U.S. Quality ETF 1.1 15 40 4.9 +8.2
QQQS Invesco NASDAQ Future Gen 200 ETF 1.1 20 35 -2.7 +0.7
XSMO Invesco S&P SmallCap Momentum ETF 1.1 39 16 5.8 +9.2
XLB Materials Select Sector SPDR Fund 1.1 8 47 6.0 +9.3
VB Vanguard Small-Cap ETF 1.1 5 50 6.2 +9.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 46 5.9 +9.2
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 40 5.5 +8.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.1 9 46 4.5 +7.9
DFAS Dimensional U.S. Small Cap ETF 1.1 26 29 6.6 +10.0
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -5 7.7 +11.0
JSML Janus Henderson Small Cap Growth Alpha ETF 1.1 30 25 8.2 +11.6
GSPY Gotham Enhanced 500 ETF 1.0 50 5 5.4 +8.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.0 55 0 4.2 +7.5
VT Vanguard Total World Stock ETF 1.0 6 49 6.0 +9.4
DFSU Dimensional US Sustainability Core 1 ETF 1.0 18 37 5.5 +8.8
ISCB iShares Morningstar Small-Cap ETF 1.0 4 51 6.2 +9.6
EQAL Invesco Russell 1000 Equal Weight ETF 1.0 20 35 7.0 +10.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.0 29 26 8.7 +12.1
SFY SoFi Select 500 ETF 1.0 0 55 4.5 +7.9
GOP Unusual Whales Subversive Republican Trading ETF 1.0 50 5 5.8 +9.2
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.0 35 20 10.6 +13.9
AVSU Avantis Responsible U.S. Equity ETF 1.0 15 40 6.1 +9.5
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -5 4.2 +7.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.0 15 40 6.1 +9.5
WBIY WBI Power Factor High Dividend ETF 1.0 100 -45 15.1 +18.5
DEEP Roundhill Acquirers Deep Value ETF 1.0 80 -25 17.5 +20.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.0 58 -3 3.9 +7.3
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 30 6.0 +9.3
THRO iShares U.S. Thematic Rotation Active ETF 1.0 90 -35 4.0 +7.4
PEXL Pacer US Export Leaders ETF 1.0 60 -5 4.6 +8.0
DARP Grizzle Growth ETF 1.0 75 -20 3.1 +6.4
SFYX SoFi Next 500 ETF 1.0 0 55 6.0 +9.3
FYC First Trust Small Cap Growth AlphaDEX Fund 0.9 71 -16 0.5 +3.9
LRND IQ U.S. Large Cap R&D Leaders ETF 0.9 14 41 5.4 +8.7
AVSC Avantis U.S Small Cap Equity ETF 0.9 25 30 6.0 +9.3
PSCF Invesco S&P SmallCap Financials ETF 0.9 29 26 9.6 +12.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.9 65 -10 7.4 +10.7
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.9 35 20 9.3 +12.7
ISCG iShares Morningstar Small-Cap Growth ETF 0.9 6 49 2.9 +6.3
BIBL Inspire 100 ETF 0.9 35 20 5.2 +8.6
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.9 61 -6 -2.3 +1.1
XRT SPDR S&P Retail ETF 0.9 35 20 8.7 +12.0
WDIV SPDR S&P Global Dividend ETF 0.9 40 15 9.6 +12.9
TPSC Timothy Plan US Small Cap Core ETF 0.9 52 3 7.0 +10.3
VAMO Cambria Value & Momentum ETF 0.9 61 -6 6.3 +9.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.9 4 51 6.2 +9.6
RPG Invesco S&P 500 Pure Growth ETF 0.8 35 20 3.2 +6.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 17 9.4 +12.8
DGT SPDR Global Dow ETF 0.8 50 5 7.3 +10.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -5 2.1 +5.5
HAP VanEck Natural Resources ETF 0.8 50 5 9.6 +13.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 30 8.0 +11.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.8 47 8 9.3 +12.6
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 37 8.9 +12.2
FESM Fidelity Enhanced Small Cap ETF 0.8 28 27 7.8 +11.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 46 5.3 +8.6
AVUS Avantis U.S. Equity ETF 0.8 15 40 5.9 +9.2
MDYV SPDR S&P 400 Mid Cap Value ETF 0.8 15 40 8.9 +12.3
IWC iShares Micro-Cap ETF 0.8 60 -5 -0.6 +2.7
DCOR Dimensional US Core Equity 1 ETF 0.8 14 41 5.5 +8.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.8 10 45 9.0 +12.3
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 13 6.8 +10.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.8 35 20 7.8 +11.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.8 25 30 8.1 +11.4
FBOT Fidelity Disruptive Automation ETF 0.8 50 5 3.7 +7.1
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -20 5.0 +8.4
FXZ First Trust Materials AlphaDEX Fund 0.8 61 -6 10.7 +14.0
NULV Nuveen ESG Large-Cap Value ETF 0.8 26 29 6.3 +9.6
RSP Invesco S&P 500 Equal Weight ETF 0.7 20 35 6.4 +9.8
VLU SPDR S&P 1500 Value Tilt ETF 0.7 12 43 7.6 +10.9
GVLU Gotham 1000 Value ETF 0.7 50 5 9.0 +12.3
EES WisdomTree U.S. SmallCap Fund 0.7 38 17 9.1 +12.4
FDWM Fidelity Women's Leadership ETF 0.7 59 -4 5.0 +8.4
VXF Vanguard Extended Market ETF 0.7 5 50 4.8 +8.2
JHML John Hancock Multifactor Large Cap ETF 0.7 29 26 5.4 +8.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.7 60 -5 8.3 +11.7
FMAT Fidelity MSCI Materials Index ETF 0.7 8 47 6.2 +9.6
AVMC Avantis U.S. Mid Cap Equity ETF 0.7 18 37 7.0 +10.3
SCHA Schwab U.S. Small-Cap ETF 0.7 4 51 6.3 +9.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.7 15 40 7.5 +10.9
PSCI Invesco S&P SmallCap Industrials ETF 0.7 29 26 5.5 +8.8
SMLF iShares U.S. SmallCap Equity Factor ETF 0.7 15 40 6.3 +9.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.7 19 36 6.5 +9.8
AIRR First Trust RBA American Industrial Renaissance ETF 0.7 70 -15 5.5 +8.8
MAGA Point Bridge America First ETF 0.6 72 -17 6.1 +9.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.6 35 20 4.2 +7.5
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 -6 6.4 +9.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.6 64 -9 2.4 +5.7
GLOF iShares Global Equity Factor ETF 0.6 20 35 6.7 +10.1
VAW Vanguard Materials ETF 0.6 9 46 6.2 +9.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.6 20 35 6.0 +9.3
BLES Inspire Global Hope ETF 0.6 61 -6 6.8 +10.1
EPS WisdomTree U.S. LargeCap Fund 0.6 8 47 5.8 +9.2
DFAC Dimensional U.S. Core Equity 2 ETF 0.6 17 38 5.6 +9.0
VPU Vanguard Utilities ETF 0.6 9 46 5.5 +8.8
KRMA Global X Conscious Companies ETF 0.6 43 12 5.9 +9.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.6 35 20 4.2 +7.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.6 70 -15 11.2 +14.6
DFSV Dimensional US Small Cap Value ETF 0.6 31 24 10.4 +13.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 48 6.2 +9.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -5 6.3 +9.6
VLUE iShares MSCI USA Value Factor ETF 0.6 15 40 9.7 +13.1
RWL Invesco S&P 500 Revenue ETF 0.6 39 16 6.8 +10.1
BFOR ALPS Barron's 400 ETF 0.6 65 -10 6.1 +9.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.6 39 16 6.1 +9.4
EZM WisdomTree U.S. MidCap Fund 0.6 38 17 9.3 +12.6
FUTY Fidelity MSCI Utilities Index ETF 0.6 8 47 5.5 +8.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.6 65 -10 6.4 +9.7
SSPY Syntax Stratified LargeCap ETF 0.6 30 25 6.7 +10.0
MGMT Ballast Small/Mid Cap ETF 0.6 110 -55 9.0 +12.4
SDY SPDR S&P Dividend ETF 0.5 35 20 6.7 +10.0
HKND Humankind US Stock ETF 0.5 11 44 7.3 +10.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.5 65 -10 3.5 +6.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 35 6.3 +9.7
RCGE RockCreek Global Equality ETF 0.5 95 -40 6.3 +9.6
VFMO Vanguard U.S. Momentum Factor ETF 0.5 13 42 3.2 +6.5
NETZ TCW Transform Systems ETF 0.5 75 -20 2.5 +5.9
WCEO Hypatia Women CEO ETF 0.5 85 -30 4.4 +7.7
SCHM Schwab U.S. Mid-Cap ETF 0.5 4 51 6.8 +10.2
IUS Invesco RAFI Strategic US ETF 0.5 19 36 6.8 +10.1
EUSA iShares MSCI USA Equal Weighted ETF 0.5 9 46 6.1 +9.4
GQRE FlexShares Global Quality Real Estate Index Fund 0.5 45 10 7.9 +11.3
SIZE iShares MSCI USA Size Factor ETF 0.5 15 40 5.8 +9.2
MDY SPDR S&P Midcap 400 ETF Trust 0.5 24 31 7.3 +10.6
IJH iShares Core S&P Mid-Cap ETF 0.5 5 50 7.5 +10.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 40 7.5 +10.9
DFNV Donoghue Forlines Innovation ETF 0.5 69 -14 4.5 +7.8
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 49 8.2 +11.6
IWS iShares Russell Mid-Cap Value ETF 0.5 23 32 6.9 +10.2
VBR Vanguard Small Cap Value ETF 0.5 7 48 9.2 +12.6
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.5 3 52 7.5 +10.9
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 7 48 7.4 +10.8
NULC Nuveen ESG Large-Cap ETF 0.5 21 34 4.8 +8.1
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 30 10.2 +13.5
STXM Strive Mid-Cap ETF 0.4 18 37 6.4 +9.8
XOP SPDR S&P Oil & Gas Exploration & Production ETF 0.4 35 20 15.1 +18.5
PRF Invesco FTSE RAFI US 1000 ETF 0.4 39 16 6.9 +10.2
CGUS Capital Group Core Equity ETF 0.4 33 22 4.4 +7.7
USMF WisdomTree U.S. Multifactor Fund 0.4 28 27 6.9 +10.2
JHMM John Hancock Multifactor Mid Cap ETF 0.4 42 13 6.5 +9.9
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 27 9.5 +12.9
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 73 -18 11.2 +14.6
EBI Longview Advantage ETF 0.4 35 20 6.7 +10.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 46 6.1 +9.4
FLDZ RiverNorth Patriot ETF 0.4 75 -20 6.1 +9.5
DXUV Dimensional US Vector Equity ETF 0.4 28 27 6.4 +9.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -10 2.2 +5.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.4 52 3 5.5 +8.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.4 58 -3 5.4 +8.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 17 10.2 +13.5
FNDB Schwab Fundamental US Broad Market Index ETF 0.4 25 30 7.3 +10.6
DFUV Dimensional US Marketwide Value ETF 0.4 22 33 7.7 +11.0
SMCF Themes US Small Cap Cash Flow Champions ETF 0.4 29 26 12.6 +15.9
WRND IQ Global Equity R&D Leaders ETF 0.4 18 37 8.4 +11.8
IWR iShares Russell Midcap ETF 0.4 19 36 5.9 +9.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -40 0.6 +4.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.4 43 12 6.4 +9.7
DISV Dimensional International Small Cap Value ETF 0.4 42 13 9.5 +12.8
FQAL Fidelity Quality Factor ETF 0.4 15 40 5.7 +9.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.4 25 30 7.2 +10.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.4 35 20 7.3 +10.6
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -10 8.9 +12.3
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 47 4.0 +7.4
ITAN Sparkline Intangible Value ETF 0.3 50 5 6.7 +10.1
AFLG First Trust Active Factor Large Cap ETF 0.3 55 0 6.2 +9.5
MXI iShares Global Materials ETF 0.3 41 14 7.9 +11.2
DFIS Dimensional International Small Cap ETF 0.3 39 16 7.4 +10.7
SCHC Schwab International Small-Cap Equity ETF 0.3 11 44 6.8 +10.1
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 17 8.9 +12.2
CGDV Capital Group Dividend Value ETF 0.3 33 22 4.5 +7.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 31 8.3 +11.6
VIS Vanguard Industrials ETF 0.3 9 46 4.6 +7.9
VFVA Vanguard U.S. Value Factor ETF 0.3 13 42 11.2 +14.5
VGT Vanguard Information Technology ETF 0.3 9 46 4.0 +7.4
AVMV Avantis U.S. Mid Cap Value ETF 0.3 20 35 8.9 +12.2
WDNA WisdomTree BioRevolution Fund 0.3 45 10 -1.3 +2.1
USMV iShares MSCI USA Min Vol Factor ETF 0.3 15 40 5.7 +9.0
QUS SPDR MSCI USA StrategicFactors ETF 0.3 15 40 5.8 +9.1
FTRI First Trust Indxx Global Natural Resources Income ETF 0.3 70 -15 8.1 +11.5
XLSR SPDR SSGA U.S. Sector Rotation ETF 0.3 70 -15 4.9 +8.2
VEGN US Vegan Climate ETF 0.3 60 -5 4.5 +7.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.3 18 37 5.8 +9.1
SVAL iShares US Small Cap Value Factor ETF 0.3 20 35 10.7 +14.1
PTL Inspire 500 ETF 0.3 9 46 5.4 +8.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.3 24 31 7.9 +11.3
FAB First Trust Multi Cap Value AlphaDEX Fund 0.3 67 -12 10.1 +13.5
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.3 40 15 12.6 +15.9
SMMD iShares Russell 2500 ETF 0.3 15 40 6.4 +9.8
FIDU Fidelity MSCI Industrial Index ETF 0.3 8 47 4.5 +7.8
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 26 7.3 +10.6
CVAR Cultivar ETF 0.2 87 -32 6.9 +10.2
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 40 7.3 +10.6
VFMV Vanguard U.S. Minimum Volatility ETF 0.2 13 42 5.7 +9.1
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 51 6.1 +9.4
ONEY SPDR Russell 1000 Yield Focus ETF 0.2 20 35 9.7 +13.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.2 15 40 8.1 +11.5
AVDS Avantis International Small Cap Equity ETF 0.2 30 25 7.6 +10.9
XLK Technology Select Sector SPDR Fund 0.2 8 47 4.5 +7.8
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -20 7.7 +11.1
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 20 5.9 +9.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 15 5.8 +9.2
DFLV Dimensional US Large Cap Value ETF 0.2 22 33 7.9 +11.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 8 47 6.8 +10.2
EIPX FT Energy Income Partners Strategy ETF 0.2 95 -40 8.3 +11.6
VOT Vanguard Mid-Cap Growth ETF 0.2 7 48 3.5 +6.9
IGM iShares Expanded Tech Sector ETF 0.2 41 14 3.9 +7.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 43 7.3 +10.6
IDU iShares U.S. Utilities ETF 0.2 40 15 4.9 +8.2
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.2 8 47 5.7 +9.0
VDE Vanguard Energy ETF 0.2 9 46 9.1 +12.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 6 7.0 +10.3
FELV Fidelity Enhanced Large Cap Value ETF 0.2 18 37 6.8 +10.2
EVUS iShares ESG Aware MSCI USA Value ETF 0.2 18 37 6.8 +10.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -25 8.2 +11.6
COPY Tweedy, Browne Insider + Value ETF 0.2 80 -25 11.7 +15.1
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -34 4.8 +8.1
WOMN Impact Shares YWCA Women's Empowerment ETF 0.2 75 -20 5.3 +8.6
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 32 3.4 +6.8
DHS WisdomTree U.S. High Dividend Fund 0.2 38 17 8.2 +11.5
TTAC FCF US Quality ETF 0.2 59 -4 6.1 +9.4
VONV Vanguard Russell 1000 Value ETF 0.2 7 48 6.7 +10.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 16 9.6 +12.9
IWD iShares Russell 1000 Value ETF 0.2 19 36 6.5 +9.9
IJK iShares S&P Mid-Cap 400 Growth ETF 0.2 17 38 6.0 +9.4
ROSC Hartford Multifactor Small Cap ETF 0.2 34 21 9.9 +13.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 43 7.5 +10.8
VDC Vanguard Consumer Staples ETF 0.2 9 46 5.7 +9.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.1 10 45 6.0 +9.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.1 15 40 6.1 +9.4
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 25 6.1 +9.4
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 43 6.6 +10.0
DEW WisdomTree Global High Dividend Fund 0.1 58 -3 8.7 +12.0
VFMF Vanguard U.S. Multifactor ETF 0.1 18 37 8.2 +11.6
FDL First Trust Morningstar Dividend Leaders Index Fund 0.1 45 10 9.3 +12.7
STXV Strive 1000 Value ETF 0.1 18 37 8.1 +11.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 36 5.2 +8.6
IXN iShares Global Tech ETF 0.1 41 14 3.9 +7.2
IUSV iShares Core S&P US Value ETF 0.1 4 51 6.6 +9.9
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 50 8.0 +11.3
GK AdvisorShares Gerber Kawasaki ETF 0.1 75 -20 2.5 +5.9
HLGE Hartford Longevity Economy ETF 0.1 44 11 6.6 +9.9
SNPV Xtrackers S&P 500 Value ESG ETF 0.1 15 40 6.8 +10.2
FENY Fidelity MSCI Energy Index ETF 0.1 8 47 9.1 +12.5
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 43 8.3 +11.6
ILCV iShares Morningstar Value ETF 0.1 4 51 6.7 +10.0
VO Vanguard Mid-Cap ETF 0.1 4 51 5.8 +9.2
IVE iShares S&P 500 Value ETF 0.1 18 37 6.3 +9.6
SPYV SPDR Portfolio S&P 500 Value ETF 0.1 4 51 6.4 +9.8
VOOV Vanguard S&P 500 Value ETF 0.1 7 48 6.4 +9.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 16 5.9 +9.2
AVDE Avantis International Equity ETF 0.1 23 32 7.6 +11.0
QGRO American Century U.S. Quality Growth ETF 0.1 29 26 3.5 +6.9
DFIC Dimensional International Core Equity 2 ETF 0.1 23 32 7.6 +10.9
DFVX Dimensional US Large Cap Vector ETF 0.1 22 33 6.3 +9.6
DXIV Dimensional International Vector Equity ETF 0.1 34 21 8.0 +11.3
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 45 4.6 +8.0
ONEO SPDR Russell 1000 Momentum Focus ETF 0.1 20 35 7.1 +10.4
GWX SPDR S&P International Small Cap ETF 0.1 40 15 6.3 +9.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 35 5.1 +8.5
FMDE Fidelity Enhanced Mid Cap ETF 0.1 23 32 5.8 +9.2
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 20 4.8 +8.2
VYM Vanguard High Dividend Yield Index ETF 0.1 6 49 7.2 +10.6
PFM Invesco Dividend Achievers ETF 0.1 53 2 5.3 +8.6
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 44 5.1 +8.5
FFLC Fidelity Fundamental Large Cap Core ETF 0.1 38 17 4.7 +8.0
PRXV Praxis Impact Large Cap Value ETF 0.1 36 19 6.6 +9.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.1 18 37 7.8 +11.1
SHE SPDR MSCI USA Gender Diversity ETF 0.1 20 35 5.0 +8.3
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 42 6.4 +9.7
SPHQ Invesco S&P 500 Quality ETF 0.1 15 40 5.2 +8.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 25 8.1 +11.4
FNCL Fidelity MSCI Financials Index ETF 0.1 8 47 6.4 +9.8
EMLP First Trust North American Energy Infrastructure Fund 0.1 95 -40 6.0 +9.4
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -10 4.3 +7.6
DFAI Dimensional International Core Equity Market ETF 0.1 18 37 7.3 +10.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 26 6.5 +9.8
AVSD Avantis Responsible International Equity ETF 0.1 23 32 5.7 +9.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.0 20 35 6.0 +9.3
DGRO iShares Core Dividend Growth ETF 0.0 8 47 6.5 +9.8
VIG Vanguard Dividend Appreciation ETF 0.0 5 50 5.6 +9.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.0 20 35 7.7 +11.1
VFH Vanguard Financials ETF 0.0 9 46 6.5 +9.8
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 51 6.8 +10.2
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 27 6.4 +9.7
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 31 6.4 +9.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 30 6.0 +9.3
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 38 7.1 +10.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 16 8.2 +11.5
XMAG Defiance Large Cap ex-Mag 7 ETF 0.0 35 20 5.2 +8.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 52 7.2 +10.6
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 51 7.2 +10.5
DIVB iShares Core Dividend ETF 0.0 5 50 7.7 +11.0
ROUS Hartford Multifactor US Equity ETF 0.0 19 36 7.2 +10.6
REVS Columbia Research Enhanced Value ETF 0.0 19 36 7.8 +11.1
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 40 7.9 +11.3
VEA Vanguard FTSE Developed Markets ETF 0.0 3 52 7.3 +10.7
AVIE Avantis  Inflation Focused Equity ETF 0.0 25 30 7.3 +10.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 10 8.9 +12.3
VXUS Vanguard Total International Stock ETF 0.0 5 50 8.0 +11.4
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 48 8.0 +11.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 16 6.8 +10.1
RECS Columbia Research Enhanced Core ETF 0.0 15 40 5.9 +9.2
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 6 5.7 +9.0
VSGX Vanguard ESG International Stock ETF 0.0 10 45 7.9 +11.3
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 30 9.6 +12.9
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 37 3.8 +7.1
AVDV Avantis International Small Cap Value ETF 0.0 36 19 10.1 +13.4
IYW iShares U.S. Technology ETF 0.0 40 15 3.9 +7.3

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 -5.1 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 55 bp
Equals: ALTAR Score -3.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 CATEGORY
AVERAGE		 1.59
 
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.