ALPS Clean Energy ETF
ALTAR
Score™		 -3.5% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 -41.1x P/Sales
ratio		 1.6x
P/BV
ratio		 2.1x 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) $95
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 32
Wgt avg mkt cap (mns) $64,920
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 6.0 %
SUNRUN INC. 5.9 %
ALBEMARLE CORP 5.6 %
FIRST SOLAR INC 5.3 %
ORMAT TECHNOLOGIES INC 5.2 %
NEXTRACKER, INC. CLASS A 5.0 %
HANNON ARMSTRONG SUSTAINABLE 4.8 %
NORTHLAND POWER INC 4.7 %
BROOKFIELD RENEWABLE PARTNERS LP 4.6 %
ITRON INC 4.3 %
Total 51.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.3 %
CANADA 8.8 %
BERMUDA 4.6 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
13.3% 3.0% -10.5% -- 3.2%

Market Correlations
versus... Beta R-squared
S&P500 1.43 44%
MSCI EAFE 1.07 28%
MSCI Emg. Mkts. 1.00 26%

Technical Indicators
Recent close $30.03
30d moving avg. $28.43
Annualized volatility 32.7%
Short interest (ETF) 0.1%
Short interest (Underlying) 7.9%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 85
Turnover 2.7%
Bid/Ask (% of price) 0.26%
ADV underlying (mns) $37,584

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 620 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™: -3.5%


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 45.1 58 -3 -2.2 +1.3
FRNW Fidelity Clean Energy ETF 36.3 39 16 3.2 +6.7
TAN Invesco Solar ETF 31.0 67 -12 6.7 +10.2
PBW Invesco WilderHill Clean Energy ETF 29.5 66 -11 -3.6 -0.1
CNRG SPDR S&P Kensho Clean Power ETF 29.3 45 10 1.0 +4.5
CTEC Global X CleanTech ETF 24.6 50 5 -0.1 +3.4
RNRG Global X Renewable Energy Producers ETF 20.9 66 -11 1.4 +4.9
ICLN iShares Global Clean Energy ETF 20.5 41 14 5.0 +8.5
VCLN Virtus Duff & Phelps Clean Energy ETF 19.9 59 -4 4.7 +8.2
SMOG VanEck Low Carbon Energy ETF 18.8 61 -6 1.7 +5.2
ERTH Invesco MSCI Sustainable Future ETF 17.4 62 -7 3.6 +7.1
PBD Invesco Global Clean Energy ETF 13.9 75 -20 -0.3 +3.2
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 13.4 79 -24 4.9 +8.4
ETEC iShares Breakthrough Environmental Solutions ETF 12.5 47 8 3.3 +6.8
IDRV iShares Self-driving EV & Tech ETF 12.4 47 8 1.8 +5.3
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 11.9 72 -17 -0.9 +2.6
FDRV Fidelity Electric Vehicles and Future Transportation ETF 10.5 39 16 -0.9 +2.6
FAN First Trust Global Wind Energy ETF 9.8 60 -5 4.6 +8.1
LIT Global X Lithium & Battery Tech ETF 9.6 75 -20 4.3 +7.8
BATT Amplify Lithium & Battery Technology ETF 9.3 59 -4 3.3 +6.8
CCSO Carbon Collective Climate Solutions US Equity ETF 8.4 35 20 1.0 +4.5
SFYF SoFi Social 50 ETF 8.3 29 26 0.4 +3.9
CARZ First Trust NASDAQ Global Auto Index Fund 6.7 70 -15 4.7 +8.2
CLNR IQ Cleaner Transport ETF 6.5 45 10 6.6 +10.1
HAIL SPDR S&P Kensho Smart Mobility ETF 6.4 45 10 0.4 +3.9
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 6.4 75 -20 7.8 +11.3
SIMS SPDR S&P Kensho Intelligent Structures ETF 6.2 45 10 5.3 +8.8
FDIS Fidelity MSCI Consumer Discretionary Index ETF 6.2 8 47 4.3 +7.8
CGGR Capital Group Growth ETF 6.2 39 16 3.1 +6.6
VCR Vanguard Consumer Discretionary ETF 6.2 9 46 4.3 +7.8
IYC iShares U.S. Consumer Discretionary ETF 6.1 40 15 3.7 +7.2
VOLT Tema Electrification ETF 6.0 75 -20 2.8 +6.3
EV Mast Global Battery Recycling & Production ETF 6.0 65 -10 10.5 +14.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 6.0 75 -20 2.8 +6.3
FDG American Century Focused Dynamic Growth ETF 6.0 45 10 1.9 +5.4
IQM Franklin Intelligent Machines ETF 6.0 50 5 1.9 +5.4
ARKK ARK Innovation ETF 6.0 75 -20 -2.5 +1.1
ARKQ ARK Autonomous Technology & Robotics ETF 6.0 75 -20 0.4 +3.9
ARKW ARK Next Generation Internet ETF 6.0 87 -32 -0.4 +3.2
FTXR First Trust Nasdaq Transportation ETF 6.0 60 -5 8.8 +12.3
RXI iShares Global Consumer Discretionary ETF 6.0 41 14 9.0 +12.5
XLY Consumer Discretionary Select Sector SPDR Fund 6.0 8 47 4.5 +8.0
YALL God Bless America ETF 6.0 65 -10 3.6 +7.1
BCOR Grayscale Bitcoin Adopters ETF 6.0 59 -4 2.3 +5.8
FFTY Innovator IBD 50 ETF 5.8 80 -25 -2.3 +1.2
LITP Sprott Lithium Miners ETF 5.6 65 -10 2.1 +5.6
REMX VanEck Rare Earth/Strategic Metals ETF 5.6 54 1 3.9 +7.4
ILIT iShares Lithium Miners and Producers ETF 5.6 47 8 6.5 +10.0
LIMI Themes Lithium & Battery Metal Miners ETF 5.6 35 20 6.7 +10.2
TXS Texas Capital Texas Equity Index ETF 5.5 49 6 5.6 +9.1
DRIV Global X Autonomous & Electric Vehicles ETF 5.3 68 -13 4.9 +8.4
IBAT iShares Energy Storage & Materials ETF 5.3 47 8 3.5 +7.0
SPMO Invesco S&P 500 Momentum ETF 5.2 13 42 3.5 +7.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 5.2 10 45 4.3 +7.8
FFOG Franklin Focused Growth ETF 5.2 61 -6 2.3 +5.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.1 10 45 4.3 +7.8
BOTT Themes Robotics & Automation ETF 5.0 35 20 3.8 +7.3
IPO Renaissance IPO ETF 5.0 60 -5 3.3 +6.8
TOPT iShares Top 20 U.S. Stocks ETF 4.8 20 35 3.8 +7.3
MOTO SmartETFs Smart Transportation & Technology ETF 4.8 68 -13 7.2 +10.7
RND First Trust Bloomberg R&D Leaders ETF 4.6 60 -5 3.5 +7.0
BUZZ VanEck Social Sentiment ETF 4.6 75 -20 -0.4 +3.1
KOMP SPDR S&P Kensho New Economies Composite ETF 4.6 20 35 2.4 +5.9
HLAL Wahed FTSE USA Shariah ETF 4.6 50 5 4.6 +8.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 4.5 49 6 11.2 +14.7
NACP Impact Shares NAACP Minority Empowerment ETF 4.5 49 6 4.7 +8.2
QTOP iShares Nasdaq Top 30 Stocks ETF 4.5 20 35 4.0 +7.5
SETM Sprott Energy Transition Materials ETF 4.4 65 -10 2.6 +6.1
SDG iShares MSCI Global Sustainable Development Goals ETF 4.4 49 6 5.7 +9.2
RSPM Invesco S&P 500 Equal Weight Materials ETF 4.4 40 15 7.8 +11.3
BLLD JPMorgan Sustainable Infrastructure ETF 4.3 49 6 6.1 +9.6
DTEC ALPS Disruptive Technologies ETF 4.3 50 5 3.9 +7.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 4.1 58 -3 4.6 +8.1
TMFC Motley Fool 100 Index ETF 4.1 50 5 3.4 +6.9
PID Invesco International Dividend Achievers ETF 4.1 53 2 5.5 +9.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 4.0 10 45 4.9 +8.4
SNPG Xtrackers S&P 500 Growth ESG ETF 4.0 15 40 4.4 +7.9
IWY iShares Russell Top 200 Growth ETF 4.0 20 35 4.4 +7.9
ONEQ Fidelity Nasdaq Composite Index ETF 4.0 21 34 3.6 +7.1
SUSL iShares ESG MSCI USA Leaders ETF 4.0 10 45 4.9 +8.4
DSI iShares MSCI KLD 400 Social ETF 3.9 25 30 4.8 +8.3
SCHG Schwab U.S. Large-Cap Growth ETF 3.9 4 51 3.9 +7.4
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 3.9 55 0 5.8 +9.3
CCNR ALPS CoreCommodity Natural Resources ETF 3.9 39 16 10.6 +14.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.9 9 46 4.8 +8.3
MGK Vanguard Mega Cap Growth ETF 3.9 7 48 4.0 +7.5
EGUS iShares ESG Aware MSCI USA Growth ETF 3.8 18 37 3.8 +7.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.7 12 43 4.4 +7.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.7 45 10 4.4 +7.9
VOOG Vanguard S&P 500 Growth ETF 3.7 7 48 4.0 +7.5
IVW iShares S&P 500 Growth ETF 3.7 18 37 3.9 +7.4
SPYG SPDR Portfolio S&P 500 Growth ETF 3.7 4 51 4.0 +7.5
FXN First Trust Energy AlphaDEX Fund 3.7 62 -7 13.8 +17.3
USMC Principal U.S. Mega-Cap ETF 3.6 12 43 4.3 +7.8
ILCG iShares Morningstar Growth ETF 3.6 4 51 3.6 +7.1
HYDR Global X Hydrogen ETF 3.6 50 5 -3.7 -0.2
GSFP Goldman Sachs Future Planet Equity ETF 3.6 75 -20 4.8 +8.3
QGRW WisdomTree U.S. Quality Growth Fund 3.5 28 27 4.1 +7.6
IUSG iShares Core S&P U.S. Growth ETF 3.5 4 51 4.1 +7.6
IWF iShares Russell 1000 Growth ETF 3.5 19 36 4.3 +7.8
VONG Vanguard Russell 1000 Growth ETF 3.5 7 48 4.4 +7.9
TIME Clockwise Core Equity & Innovation ETF 3.5 95 -40 2.8 +6.3
PRXG Praxis Impact Large Cap Growth ETF 3.5 36 19 3.6 +7.1
OPTZ Optimize Strategy Index ETF 3.4 50 5 4.6 +8.1
FDLS Inspire Fidelis Multi Factor ETF 3.4 76 -21 5.1 +8.6
OCEN IQ Clean Oceans ETF 3.4 45 10 6.0 +9.5
VUG Vanguard Growth ETF 3.4 4 51 3.9 +7.4
FELG Fidelity Enhanced Large Cap Growth ETF 3.4 18 37 4.6 +8.1
XT iShares Exponential Technologies ETF 3.3 46 9 4.8 +8.3
MADE iShares U.S. Manufacturing ETF 3.3 40 15 5.1 +8.6
DMAT Global X Disruptive Materials ETF 3.3 59 -4 7.3 +10.8
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 3.3 29 26 4.6 +8.1
LIVR Intelligent Livermore ETF 3.2 69 -14 5.2 +8.7
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 3.2 49 6 3.7 +7.2
QQQ Invesco QQQ Trust Series I 3.2 20 35 4.0 +7.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 3.2 32 23 4.9 +8.4
QQQM Invesco NASDAQ 100 ETF 3.2 15 40 4.1 +7.6
XLG Invesco S&P 500 Top 50 ETF 3.2 20 35 4.0 +7.5
JGRO JPMorgan Active Growth ETF 3.1 44 11 3.3 +6.8
ITEQ BlueStar Israel Technology ETF 3.1 75 -20 1.6 +5.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 3.0 8 47 4.9 +8.4
ION ProShares S&P Global Core Battery Metals ETF 3.0 58 -3 9.2 +12.7
AIQ Global X Artificial Intelligence & Technology ETF 3.0 68 -13 3.6 +7.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 3.0 7 48 5.0 +8.5
ALTL Pacer Lunt Large Cap Alternator ETF 2.9 60 -5 4.2 +7.7
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 2.9 85 -30 8.8 +12.3
SPHB Invesco S&P 500 High Beta ETF 2.9 25 30 4.6 +8.1
GRNY Fundstrat Granny Shots US Large Cap ETF 2.9 75 -20 2.5 +6.0
TRFM AAM Transformers ETF 2.9 49 6 1.3 +4.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.9 12 43 4.5 +8.0
SNPE Xtrackers S&P 500 ESG ETF 2.9 10 45 5.0 +8.5
XSD SPDR S&P Semiconductor ETF 2.9 35 20 3.7 +7.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.8 45 10 2.6 +6.1
NVIR Horizon Kinetics Energy and Remediation ETF 2.8 85 -30 6.8 +10.3
PSCT Invesco S&P SmallCap Information Technology ETF 2.8 29 26 5.0 +8.5
NUMV Nuveen ESG Mid-Cap Value ETF 2.8 31 24 6.9 +10.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.8 15 40 5.6 +9.1
OEF iShares S&P 100 ETF 2.8 20 35 4.4 +7.9
RSPT Invesco S&P 500 Equal Weight Technology ETF 2.8 40 15 5.5 +9.0
SPXT ProShares S&P 500 Ex-Technology ETF 2.8 9 46 5.5 +9.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.7 60 -5 3.9 +7.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.6 75 -20 4.0 +7.5
STXG Strive 1000 Growth ETF 2.6 18 37 3.8 +7.3
USRD Themes US R&D Champions ETF 2.6 29 26 4.5 +8.0
BGRO iShares Large Cap Growth Active ETF 2.6 55 0 3.0 +6.5
SNSR Global X Internet of Things ETF 2.5 68 -13 4.5 +8.0
PHO Invesco Water Resources ETF 2.5 60 -5 4.5 +8.0
QQMG Invesco ESG NASDAQ 100 ETF 2.5 20 35 4.1 +7.6
SIXS ETC 6 Meridian Small Cap Equity ETF 2.4 89 -34 9.8 +13.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.4 15 40 4.6 +8.1
ROE Astoria US Quality Kings ETF 2.4 49 6 6.5 +10.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.4 75 -20 5.0 +8.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 2.3 35 20 10.0 +13.5
NUSC Nuveen ESG Small-Cap ETF 2.3 31 24 5.3 +8.8
MGC Vanguard Mega Cap ETF 2.3 7 48 4.6 +8.1
IWL iShares Russell Top 200 ETF 2.3 15 40 4.6 +8.1
FDMO Fidelity Momentum Factor ETF 2.3 15 40 3.6 +7.1
ESGV Vanguard ESG U.S. Stock ETF 2.3 9 46 4.6 +8.1
XVV iShares ESG Screened S&P 500 ETF 2.2 8 47 4.7 +8.2
SPXN ProShares S&P 500 Ex-Financials ETF 2.2 9 46 4.8 +8.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.2 30 25 6.5 +10.0
PSCC Invesco S&P SmallCap Consumer Staples ETF 2.2 29 26 8.0 +11.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.2 15 40 4.8 +8.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.2 14 41 4.8 +8.3
NBDS Neuberger Berman Disrupters ETF 2.2 55 0 0.7 +4.2
BRIF FIS Bright Portfolios Focused Equity ETF 2.2 65 -10 4.8 +8.3
FVAL Fidelity Value Factor ETF 2.2 15 40 6.8 +10.3
GINN Goldman Sachs Innovate Equity ETF 2.2 52 3 3.6 +7.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 2.2 60 -5 4.6 +8.1
FXU First Trust Utilities AlphaDEX Fund 2.1 64 -9 5.5 +9.0
XNTK SPDR NYSE Technology ETF 2.1 35 20 3.5 +7.0
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 2.1 40 15 5.3 +8.8
INRO iShares U.S. Industry Rotation Active ETF 2.1 42 13 4.2 +7.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.1 20 35 4.6 +8.1
ESGU iShares ESG Aware MSCI USA ETF 2.1 15 40 4.7 +8.2
SUSA iShares MSCI USA ESG Select ETF 2.1 25 30 4.7 +8.2
LRGE ClearBridge Large Cap Growth ESG ETF 2.1 59 -4 3.9 +7.4
ZAP Global X U.S. Electrification ETF 2.1 50 5 4.1 +7.6
VOO Vanguard S&P 500 ETF 2.1 3 52 4.9 +8.4
IVV iShares Core S&P 500 ETF 2.1 3 52 4.9 +8.4
DFUS Dimensional U.S. Equity ETF 2.1 9 46 4.7 +8.2
PBUS Invesco MSCI USA ETF 2.1 4 51 4.8 +8.3
OALC OneAscent Large Cap Core ETF 2.1 86 -31 4.0 +7.5
SPLG SPDR Portfolio S&P 500 ETF 2.0 2 53 4.9 +8.4
FIW First Trust Water ETF 2.0 53 2 4.7 +8.2
SPY SPDR S&P 500 ETF Trust 2.0 9 46 4.8 +8.3
PSC Principal U.S. Small-Cap ETF 2.0 38 17 6.8 +10.3
STRV Strive 500 ETF 2.0 5 50 4.7 +8.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.0 55 0 4.7 +8.2
SPXV ProShares S&P 500 Ex-Health Care ETF 2.0 9 46 4.6 +8.1
BKLC BNY Mellon US Large Cap Core Equity ETF 2.0 0 55 4.8 +8.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.0 7 48 4.7 +8.2
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -24 4.0 +7.5
PSCE Invesco S&P SmallCap Energy ETF 2.0 29 26 11.2 +14.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.0 2 53 4.8 +8.3
VOTE TCW Transform 500 ETF 2.0 5 50 4.8 +8.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.0 15 40 4.6 +8.1
AOTG AOT Growth and Innovation ETF 2.0 75 -20 1.7 +5.2
TOV JLens 500 Jewish Advocacy U.S. ETF 2.0 18 37 4.5 +8.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.0 20 35 4.5 +8.0
GQQQ Astoria US Quality Growth Kings ETF 2.0 35 20 4.6 +8.1
SMDV ProShares Russell 2000 Dividend Growers ETF 2.0 40 15 7.5 +11.0
ILCB iShares Morningstar U.S. Equity ETF 2.0 3 52 4.8 +8.3
VV Vanguard Large-Cap ETF 2.0 4 51 4.8 +8.3
IWN iShares Russell 2000 Value ETF 2.0 24 31 7.3 +10.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.0 11 44 4.8 +8.3
VTWV Vanguard Russell 2000 Value ETF 2.0 10 45 7.3 +10.8
FSST Fidelity Sustainable U.S. Equity ETF 2.0 59 -4 4.3 +7.8
SCHX Schwab U.S. Large-Cap ETF 1.9 3 52 4.9 +8.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.9 3 52 5.1 +8.6
IYY iShares Dow Jones U.S. ETF 1.9 20 35 4.7 +8.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.9 12 43 5.1 +8.6
KLMN Invesco MSCI North America Climate ETF 1.9 9 46 4.9 +8.4
GMET VanEck Green Metals ETF 1.9 63 -8 8.4 +11.9
IWB iShares Russell 1000 ETF 1.9 15 40 4.8 +8.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 46 4.7 +8.2
FYC First Trust Small Cap Growth AlphaDEX Fund 1.9 71 -16 0.4 +3.9
VONE Vanguard Russell 1000 ETF 1.9 7 48 4.8 +8.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.9 3 52 4.8 +8.3
SCHK Schwab 1000 Index ETF 1.9 5 50 4.9 +8.4
IWV iShares Russell 3000 ETF 1.9 20 35 4.7 +8.2
ETHO Etho Climate Leadership U.S. ETF 1.9 47 8 5.3 +8.8
VTHR Vanguard Russell 3000 ETF 1.9 7 48 4.8 +8.3
SCHB Schwab U.S. Broad Market ETF 1.9 3 52 4.9 +8.4
VTI Vanguard Total Stock Market ETF 1.9 3 52 4.8 +8.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.9 56 -1 6.1 +9.6
RVRB Reverb ETF 1.9 30 25 4.5 +8.0
JOET Virtus Terranova US Quality Momentum ETF 1.8 29 26 4.7 +8.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.8 35 20 7.2 +10.7
MODL VictoryShares WestEnd U.S. Sector ETF 1.8 42 13 4.5 +8.0
CATH Global X S&P 500 Catholic Values Custom ETF 1.8 29 26 4.6 +8.1
DIV Global X SuperDividend US ETF 1.8 45 10 12.0 +15.5
VBK Vanguard Small-Cap Growth ETF 1.8 7 48 1.9 +5.4
TEMP JPMorgan Climate Change Solutions ETF 1.8 49 6 5.8 +9.3
APUE ActivePassive U.S. Equity ETF 1.8 45 10 4.6 +8.1
DSPY Tema S&P 500 Historical Weight ETF 1.8 18 37 5.1 +8.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.8 55 0 4.3 +7.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.7 25 30 5.6 +9.1
DFAU Dimensional US Core Equity Market ETF 1.7 12 43 5.0 +8.5
FBCG Fidelity Blue Chip Growth ETF 1.7 59 -4 2.8 +6.3
SQLV Royce Quant Small-Cap Quality Value ETF 1.7 60 -5 9.3 +12.8
JSML Janus Henderson Small Cap Growth Alpha ETF 1.6 30 25 7.7 +11.2
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 51 5.9 +9.4
IWC iShares Micro-Cap ETF 1.6 60 -5 -0.8 +2.7
HDUS Hartford Disciplined US Equity ETF 1.6 19 36 5.6 +9.1
RSSL Global X Russell 2000 ETF 1.6 8 47 4.3 +7.8
FFND Future Fund Active ETF 1.6 100 -45 4.2 +7.7
TOK iShares MSCI Kokusai ETF 1.6 26 29 5.0 +8.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 46 5.1 +8.6
IWM iShares Russell 2000 ETF 1.6 19 36 4.3 +7.8
VTWO Vanguard Russell 2000 ETF 1.6 7 48 4.3 +7.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.5 25 30 5.3 +8.8
FELC Fidelity Enhanced Large Cap Core ETF 1.5 18 37 5.1 +8.6
ACVF American Conservative Values ETF 1.5 75 -20 4.3 +7.8
ISRA VanEck Israel ETF 1.5 59 -4 7.2 +10.7
IJS iShares S&P Small-Cap 600 Value ETF 1.5 18 37 9.7 +13.2
QLC FlexShares US Quality Large Cap Index Fund 1.5 25 30 5.3 +8.8
FPX First Trust US Equity Opportunities ETF 1.5 61 -6 1.0 +4.5
URTH iShares MSCI World ETF 1.5 24 31 5.0 +8.5
IYE iShares U.S. Energy ETF 1.5 40 15 8.9 +12.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.5 30 25 13.1 +16.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.5 30 25 4.3 +7.8
CALF Pacer US Small Cap Cash Cows 100 ETF 1.4 59 -4 10.7 +14.2
NIXT Research Affiliates Deletions ETF 1.4 9 46 8.6 +12.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 16 5.3 +8.8
FLQL Franklin LibertyQ U.S. Equity ETF 1.4 15 40 5.3 +8.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 35 5.6 +9.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 20 6.2 +9.7
ISMD Inspire Small/Mid Cap ETF 1.4 54 1 5.5 +9.0
SPGP Invesco S&P 500 GARP ETF 1.4 34 21 6.5 +10.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.4 39 16 9.6 +13.1
GQI Natixis Gateway Quality Income ETF 1.4 34 21 5.0 +8.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.4 10 45 9.7 +13.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.4 52 3 6.3 +9.8
SLYV SPDR S&P 600 Small Cap Value ETF 1.4 15 40 9.7 +13.2
DSMC Distillate Small/Mid Cash Flow ETF 1.4 55 0 11.8 +15.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.4 29 26 8.2 +11.7
PSCI Invesco S&P SmallCap Industrials ETF 1.4 29 26 5.1 +8.6
FDM First Trust Dow Jones Select MicroCap Index Fund 1.4 60 -5 7.4 +10.9
ESIX SPDR S&P SmallCap 600 ESG ETF 1.4 12 43 8.0 +11.5
AVSU Avantis Responsible U.S. Equity ETF 1.4 15 40 5.9 +9.4
AVSC Avantis U.S Small Cap Equity ETF 1.4 25 30 5.6 +9.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.4 9 46 4.2 +7.7
XJR iShares ESG Screened S&P Small-Cap ETF 1.3 12 43 7.4 +10.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.3 65 -10 3.5 +7.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.3 39 16 5.8 +9.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.3 70 -15 2.8 +6.3
IYM iShares U.S. Basic Materials ETF 1.3 40 15 6.1 +9.6
ACWI iShares MSCI ACWI ETF 1.3 32 23 5.5 +9.0
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 45 5.6 +9.1
XMHQ Invesco S&P MidCap Quality ETF 1.3 25 30 6.5 +10.0
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.3 61 -6 1.3 +4.8
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.3 45 10 4.0 +7.5
LRGF iShares U.S. Equity Factor ETF 1.3 8 47 5.4 +8.9
IJR iShares Core S&P Small Cap ETF 1.3 6 49 7.6 +11.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.3 49 6 4.6 +8.1
WCEO Hypatia Women CEO ETF 1.3 85 -30 3.8 +7.3
GURU Global X Guru Index ETF 1.2 75 -20 2.9 +6.4
ZSB USCF Sustainable Battery Metals Strategy Fund 1.2 61 -6 7.9 +11.4
TMFX Motley Fool Next Index ETF 1.2 50 5 2.6 +6.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 46 5.6 +9.1
XLB Materials Select Sector SPDR Fund 1.2 8 47 6.4 +9.9
GSPY Gotham Enhanced 500 ETF 1.2 50 5 5.2 +8.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.2 17 38 5.7 +9.2
VT Vanguard Total World Stock ETF 1.2 6 49 5.8 +9.3
VIOO Vanguard S&P Small-Cap 600 ETF 1.2 7 48 7.6 +11.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.2 64 -9 2.2 +5.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.2 3 52 7.6 +11.1
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 49 9.3 +12.8
JHSC John Hancock Multifactor Small Cap ETF 1.2 42 13 6.6 +10.1
DFSU Dimensional US Sustainability Core 1 ETF 1.2 18 37 5.3 +8.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.2 58 -3 4.2 +7.7
VTWG Vanguard Russell 2000 Growth ETF 1.2 10 45 1.4 +4.9
IWO iShares Russell 2000 Growth ETF 1.2 24 31 1.3 +4.8
QQQS Invesco NASDAQ Future Gen 200 ETF 1.2 20 35 -4.0 -0.5
EQWL Invesco S&P 100 Equal Weight ETF 1.2 25 30 6.2 +9.7
AVUQ Avantis U.S. Quality ETF 1.2 15 40 4.3 +7.8
GOP Unusual Whales Subversive Republican Trading ETF 1.1 50 5 5.5 +9.0
XMLV Invesco S&P MidCap Low Volatility ETF 1.1 25 30 7.6 +11.1
SFY SoFi Select 500 ETF 1.1 0 55 4.3 +7.8
HAPS Harbor Human Capital Factor US Small Cap ETF 1.1 60 -5 3.9 +7.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.1 59 -4 6.2 +9.7
FESM Fidelity Enhanced Small Cap ETF 1.1 28 27 7.2 +10.7
EQAL Invesco Russell 1000 Equal Weight ETF 1.1 20 35 6.8 +10.3
PEXL Pacer US Export Leaders ETF 1.1 60 -5 4.5 +8.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.1 65 -10 7.9 +11.4
DEEP Roundhill Acquirers Deep Value ETF 1.1 80 -25 16.7 +20.2
NULV Nuveen ESG Large-Cap Value ETF 1.1 26 29 6.4 +9.9
AVUS Avantis U.S. Equity ETF 1.1 15 40 5.7 +9.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.1 15 40 7.8 +11.3
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.1 61 -6 -1.9 +1.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.1 60 -5 7.4 +10.9
VB Vanguard Small-Cap ETF 1.1 5 50 6.1 +9.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.1 9 46 5.1 +8.6
FDWM Fidelity Women's Leadership ETF 1.1 59 -4 4.8 +8.3
DARP Grizzle Growth ETF 1.1 75 -20 2.8 +6.3
DFAS Dimensional U.S. Small Cap ETF 1.0 26 29 6.4 +9.9
IJT iShares S&P Small-Cap 600 Growth ETF 1.0 18 37 5.5 +9.0
LRND IQ U.S. Large Cap R&D Leaders ETF 1.0 14 41 5.3 +8.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.0 15 40 6.0 +9.5
FYX First Trust Small Cap Core AlphaDEX Fund 1.0 61 -6 5.9 +9.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.0 60 -5 2.0 +5.5
FBOT Fidelity Disruptive Automation ETF 1.0 50 5 3.6 +7.1
EES WisdomTree U.S. SmallCap Fund 1.0 38 17 8.7 +12.2
BIBL Inspire 100 ETF 1.0 35 20 5.1 +8.6
PXI Invesco Dorsey Wright Energy Momentum ETF 1.0 60 -5 7.0 +10.5
TAX Cambria Tax Aware ETF 1.0 49 6 5.0 +8.5
ISCB iShares Morningstar Small-Cap ETF 1.0 4 51 6.2 +9.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.0 10 45 5.6 +9.1
MGMT Ballast Small/Mid Cap ETF 1.0 110 -55 8.3 +11.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 35 5.5 +9.0
AIEQ AI Powered Equity ETF 1.0 75 -20 3.7 +7.2
SLYG SPDR S&P 600 Small Cap Growth ETF 1.0 15 40 5.5 +9.0
PFI Invesco Dorsey Wright Financial Momentum ETF 1.0 60 -5 6.6 +10.1
RFFC ALPS Active Equity Opportunity ETF 1.0 48 7 4.4 +7.9
TPSC Timothy Plan US Small Cap Core ETF 1.0 52 3 6.8 +10.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.0 60 -5 9.4 +12.9
HAP VanEck Natural Resources ETF 1.0 50 5 9.3 +12.8
DGT SPDR Global Dow ETF 1.0 50 5 6.9 +10.4
RPG Invesco S&P 500 Pure Growth ETF 0.9 35 20 3.2 +6.7
SFYX SoFi Next 500 ETF 0.9 0 55 5.7 +9.2
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.9 35 20 9.1 +12.6
JHML John Hancock Multifactor Large Cap ETF 0.9 29 26 5.3 +8.8
FXZ First Trust Materials AlphaDEX Fund 0.9 61 -6 9.8 +13.3
XSMO Invesco S&P SmallCap Momentum ETF 0.9 39 16 5.6 +9.1
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.9 47 8 8.9 +12.4
VAMO Cambria Value & Momentum ETF 0.9 61 -6 5.8 +9.3
DCOR Dimensional US Core Equity 1 ETF 0.9 14 41 5.3 +8.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.9 18 37 8.7 +12.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.9 19 36 6.3 +9.8
XRT SPDR S&P Retail ETF 0.9 35 20 8.2 +11.7
PSCF Invesco S&P SmallCap Financials ETF 0.9 29 26 9.2 +12.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 20 7.7 +11.2
ISCG iShares Morningstar Small-Cap Growth ETF 0.9 6 49 2.9 +6.4
FSCS First Trust SMID Capital Strength ETF 0.9 60 -5 7.1 +10.6
VLU SPDR S&P 1500 Value Tilt ETF 0.9 12 43 7.4 +10.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 10 45 8.9 +12.4
AVMC Avantis U.S. Mid Cap Equity ETF 0.9 18 37 6.9 +10.4
MDYV SPDR S&P 400 Mid Cap Value ETF 0.8 15 40 8.7 +12.2
THRO iShares U.S. Thematic Rotation Active ETF 0.8 90 -35 4.0 +7.5
MAGA Point Bridge America First ETF 0.8 72 -17 5.8 +9.3
WDIV SPDR S&P Global Dividend ETF 0.8 40 15 9.1 +12.6
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 30 8.2 +11.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.8 35 20 4.2 +7.7
RSP Invesco S&P 500 Equal Weight ETF 0.8 20 35 6.6 +10.1
VFMO Vanguard U.S. Momentum Factor ETF 0.8 13 42 2.9 +6.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.8 35 20 7.3 +10.8
EPS WisdomTree U.S. LargeCap Fund 0.8 8 47 5.6 +9.1
FTC First Trust Large Cap Growth AlphaDEX Fund 0.8 59 -4 2.7 +6.2
HKND Humankind US Stock ETF 0.8 11 44 7.1 +10.6
KRMA Global X Conscious Companies ETF 0.8 43 12 5.8 +9.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 17 9.3 +12.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.8 25 30 7.8 +11.3
EZM WisdomTree U.S. MidCap Fund 0.8 38 17 9.0 +12.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.8 4 51 6.1 +9.6
WBIY WBI Power Factor High Dividend ETF 0.8 100 -45 14.8 +18.3
FMAT Fidelity MSCI Materials Index ETF 0.8 8 47 6.1 +9.6
DFSV Dimensional US Small Cap Value ETF 0.7 31 24 10.0 +13.5
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 -20 5.2 +8.7
VXF Vanguard Extended Market ETF 0.7 5 50 4.6 +8.1
NETZ TCW Transform Systems ETF 0.7 75 -20 2.4 +5.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.7 60 -5 7.5 +11.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.7 15 40 7.6 +11.1
VLUE iShares MSCI USA Value Factor ETF 0.7 15 40 9.5 +13.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.7 60 -5 7.3 +10.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.7 7 48 6.0 +9.5
SCHA Schwab U.S. Small-Cap ETF 0.7 4 51 5.9 +9.4
GVLU Gotham 1000 Value ETF 0.7 50 5 8.9 +12.4
STXM Strive Mid-Cap ETF 0.7 18 37 6.1 +9.6
GLOF iShares Global Equity Factor ETF 0.7 20 35 6.3 +9.8
VAW Vanguard Materials ETF 0.7 9 46 6.1 +9.6
SMLF iShares U.S. SmallCap Equity Factor ETF 0.7 15 40 5.8 +9.3
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 30 7.5 +11.0
STXK Strive Small-Cap ETF 0.7 18 37 5.9 +9.4
RWL Invesco S&P 500 Revenue ETF 0.7 39 16 6.8 +10.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 26 4.5 +8.0
DFAC Dimensional U.S. Core Equity 2 ETF 0.7 17 38 5.5 +9.0
FUTY Fidelity MSCI Utilities Index ETF 0.7 8 47 5.3 +8.8
BLES Inspire Global Hope ETF 0.7 61 -6 6.7 +10.2
NULC Nuveen ESG Large-Cap ETF 0.6 21 34 4.7 +8.2
USMF WisdomTree U.S. Multifactor Fund 0.6 28 27 7.0 +10.5
FYT First Trust Small Cap Value AlphaDEX Fund 0.6 73 -18 10.5 +14.0
EUSA iShares MSCI USA Equal Weighted ETF 0.6 9 46 6.1 +9.6
FQAL Fidelity Quality Factor ETF 0.6 15 40 5.6 +9.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 35 6.5 +10.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -5 5.4 +8.9
VPU Vanguard Utilities ETF 0.6 9 46 5.3 +8.8
RCGE RockCreek Global Equality ETF 0.6 95 -40 6.6 +10.1
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.6 65 -10 6.4 +9.9
SSPY Syntax Stratified LargeCap ETF 0.6 30 25 6.7 +10.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.6 9 46 6.1 +9.6
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 30 9.7 +13.2
CGUS Capital Group Core Equity ETF 0.6 33 22 4.3 +7.8
BFOR ALPS Barron's 400 ETF 0.6 65 -10 6.0 +9.5
JHMM John Hancock Multifactor Mid Cap ETF 0.6 42 13 6.4 +9.9
XOP SPDR S&P Oil & Gas Exploration & Production ETF 0.6 35 20 14.6 +18.1
IUS Invesco RAFI Strategic US ETF 0.6 19 36 6.8 +10.3
SIZE iShares MSCI USA Size Factor ETF 0.5 15 40 6.1 +9.6
WDNA WisdomTree BioRevolution Fund 0.5 45 10 -1.4 +2.1
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 49 8.1 +11.6
DFAT Dimensional U.S. Targeted Value ETF 0.5 28 27 9.2 +12.7
ITAN Sparkline Intangible Value ETF 0.5 50 5 6.5 +10.0
VBR Vanguard Small Cap Value ETF 0.5 7 48 9.1 +12.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 40 7.2 +10.7
MDY SPDR S&P Midcap 400 ETF Trust 0.5 24 31 7.1 +10.6
PRF Invesco FTSE RAFI US 1000 ETF 0.5 39 16 6.7 +10.2
IJH iShares Core S&P Mid-Cap ETF 0.5 5 50 7.3 +10.8
WRND IQ Global Equity R&D Leaders ETF 0.5 18 37 8.0 +11.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.5 52 3 5.6 +9.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.5 58 -3 5.5 +9.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.5 35 20 4.1 +7.6
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 7 48 7.4 +10.9
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.5 3 52 7.3 +10.8
DXUV Dimensional US Vector Equity ETF 0.5 28 27 6.2 +9.7
SVAL iShares US Small Cap Value Factor ETF 0.5 20 35 10.3 +13.8
EBI Longview Advantage ETF 0.5 35 20 6.5 +10.0
DFNV Donoghue Forlines Innovation ETF 0.5 69 -14 4.5 +8.0
AFSM First Trust Active Factor Small Cap ETF 0.5 75 -20 7.5 +11.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.5 65 -10 2.0 +5.5
GQRE FlexShares Global Quality Real Estate Index Fund 0.5 45 10 7.8 +11.3
IWS iShares Russell Mid-Cap Value ETF 0.4 23 32 6.8 +10.3
FNDB Schwab Fundamental US Broad Market Index ETF 0.4 25 30 7.2 +10.7
VFVA Vanguard U.S. Value Factor ETF 0.4 13 42 10.9 +14.4
FIDU Fidelity MSCI Industrial Index ETF 0.4 8 47 4.5 +8.0
SCHM Schwab U.S. Mid-Cap ETF 0.4 4 51 6.6 +10.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.4 25 30 7.1 +10.6
FLDZ RiverNorth Patriot ETF 0.4 75 -20 6.1 +9.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.4 25 30 11.0 +14.5
SMCF Themes US Small Cap Cash Flow Champions ETF 0.4 29 26 12.0 +15.5
VEGN US Vegan Climate ETF 0.4 60 -5 4.4 +7.9
VIS Vanguard Industrials ETF 0.4 9 46 4.5 +8.0
DFUV Dimensional US Marketwide Value ETF 0.4 22 33 7.5 +11.0
DISV Dimensional International Small Cap Value ETF 0.4 42 13 8.8 +12.3
XLSR SPDR SSGA U.S. Sector Rotation ETF 0.4 70 -15 4.8 +8.3
SMMD iShares Russell 2500 ETF 0.4 15 40 6.1 +9.6
USMV iShares MSCI USA Min Vol Factor ETF 0.4 15 40 5.9 +9.4
IWR iShares Russell Midcap ETF 0.4 19 36 5.8 +9.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.4 43 12 6.1 +9.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 17 9.8 +13.3
AVMV Avantis U.S. Mid Cap Value ETF 0.4 20 35 8.7 +12.2
AFLG First Trust Active Factor Large Cap ETF 0.4 55 0 6.3 +9.8
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.4 40 15 12.6 +16.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.4 18 37 5.9 +9.4
FTEC Fidelity MSCI Information Technology Index ETF 0.4 8 47 3.9 +7.4
MXI iShares Global Materials ETF 0.4 41 14 7.5 +11.0
SDY SPDR S&P Dividend ETF 0.3 35 20 6.7 +10.2
QUS SPDR MSCI USA StrategicFactors ETF 0.3 15 40 5.7 +9.2
CGDV Capital Group Dividend Value ETF 0.3 33 22 4.5 +8.0
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 17 8.9 +12.4
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -10 8.3 +11.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.3 24 31 7.7 +11.2
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -15 10.9 +14.4
RAFE PIMCO RAFI ESG U.S. ETF 0.3 29 26 7.0 +10.5
VFMV Vanguard U.S. Minimum Volatility ETF 0.3 13 42 5.7 +9.2
VGT Vanguard Information Technology ETF 0.3 9 46 3.8 +7.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 31 8.1 +11.6
FSMD Fidelity Small-Mid Multifactor ETF 0.3 15 40 7.0 +10.5
FTRI First Trust Indxx Global Natural Resources Income ETF 0.3 70 -15 7.5 +11.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 40 7.9 +11.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -40 0.5 +4.0
VOT Vanguard Mid-Cap Growth ETF 0.3 7 48 3.6 +7.1
IMCB iShares Morningstar Mid-Cap ETF 0.3 4 51 6.1 +9.6
CVAR Cultivar ETF 0.3 87 -32 6.8 +10.3
PTL Inspire 500 ETF 0.3 9 46 5.1 +8.6
CFA VictoryShares US 500 Volatility Wtd ETF 0.3 35 20 5.9 +9.4
EIPX FT Energy Income Partners Strategy ETF 0.3 95 -40 7.5 +11.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.3 40 15 5.9 +9.4
XLK Technology Select Sector SPDR Fund 0.2 8 47 4.4 +7.9
DFIS Dimensional International Small Cap ETF 0.2 39 16 7.2 +10.7
SCHC Schwab International Small-Cap Equity ETF 0.2 11 44 6.5 +10.0
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 -12 9.9 +13.4
DFLV Dimensional US Large Cap Value ETF 0.2 22 33 7.8 +11.3
EVUS iShares ESG Aware MSCI USA Value ETF 0.2 18 37 6.5 +10.0
VDE Vanguard Energy ETF 0.2 9 46 8.8 +12.3
AVDS Avantis International Small Cap Equity ETF 0.2 30 25 7.2 +10.7
WOMN Impact Shares YWCA Women's Empowerment ETF 0.2 75 -20 5.4 +8.9
IGM iShares Expanded Tech Sector ETF 0.2 41 14 3.8 +7.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 43 7.1 +10.6
VFMF Vanguard U.S. Multifactor ETF 0.2 18 37 7.9 +11.4
FELV Fidelity Enhanced Large Cap Value ETF 0.2 18 37 6.7 +10.2
FENY Fidelity MSCI Energy Index ETF 0.2 8 47 9.0 +12.5
COPY Tweedy, Browne Insider + Value ETF 0.2 80 -25 11.7 +15.2
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 43 6.5 +10.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -25 7.9 +11.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 8 47 6.0 +9.5
HLGE Hartford Longevity Economy ETF 0.2 44 11 -0.4 +3.1
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.2 8 47 5.8 +9.3
VDC Vanguard Consumer Staples ETF 0.2 9 46 5.8 +9.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 16 9.3 +12.8
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 25 5.9 +9.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 36 5.3 +8.8
GK AdvisorShares Gerber Kawasaki ETF 0.2 75 -20 2.4 +5.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 43 7.4 +10.9
TTAC FCF US Quality ETF 0.2 59 -4 6.3 +9.8
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 32 3.4 +6.9
IJK iShares S&P Mid-Cap 400 Growth ETF 0.2 17 38 5.9 +9.4
IDU iShares U.S. Utilities ETF 0.2 40 15 4.8 +8.3
IXN iShares Global Tech ETF 0.2 41 14 3.5 +7.0
DHS WisdomTree U.S. High Dividend Fund 0.2 38 17 8.1 +11.6
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -34 4.8 +8.3
SNPV Xtrackers S&P 500 Value ESG ETF 0.2 15 40 6.7 +10.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.1 15 40 5.9 +9.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.1 10 45 6.0 +9.5
IWD iShares Russell 1000 Value ETF 0.1 19 36 6.4 +9.9
VONV Vanguard Russell 1000 Value ETF 0.1 7 48 6.5 +10.0
DEW WisdomTree Global High Dividend Fund 0.1 58 -3 8.3 +11.8
QGRO American Century U.S. Quality Growth ETF 0.1 29 26 3.5 +7.0
ROSC Hartford Multifactor Small Cap ETF 0.1 34 21 9.2 +12.7
FDL First Trust Morningstar Dividend Leaders Index Fund 0.1 45 10 10.6 +14.1
IUSV iShares Core S&P US Value ETF 0.1 4 51 6.5 +10.0
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 42 6.4 +9.9
VO Vanguard Mid-Cap ETF 0.1 4 51 5.7 +9.2
ILCV iShares Morningstar Value ETF 0.1 4 51 6.4 +9.9
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 43 8.0 +11.5
FEX First Trust Large Cap Core AlphaDEX Fund 0.1 59 -4 5.8 +9.3
ONEO SPDR Russell 1000 Momentum Focus ETF 0.1 20 35 7.0 +10.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.1 20 35 6.3 +9.8
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 45 4.6 +8.1
IVE iShares S&P 500 Value ETF 0.1 18 37 6.2 +9.7
SPYV SPDR Portfolio S&P 500 Value ETF 0.1 4 51 6.3 +9.8
VOOV Vanguard S&P 500 Value ETF 0.1 7 48 6.3 +9.8
FFLC Fidelity Fundamental Large Cap Core ETF 0.1 38 17 4.5 +8.0
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 50 8.0 +11.5
DXIV Dimensional International Vector Equity ETF 0.1 34 21 7.7 +11.2
DFVX Dimensional US Large Cap Vector ETF 0.1 22 33 6.2 +9.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 35 5.0 +8.5
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 35 9.5 +13.0
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -70 5.1 +8.6
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 44 5.1 +8.6
AVDE Avantis International Equity ETF 0.1 23 32 7.3 +10.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 26 6.4 +9.9
DFIC Dimensional International Core Equity 2 ETF 0.1 23 32 7.3 +10.8
VYM Vanguard High Dividend Yield Index ETF 0.1 6 49 7.0 +10.5
FMDE Fidelity Enhanced Mid Cap ETF 0.1 23 32 5.7 +9.2
PFM Invesco Dividend Achievers ETF 0.1 53 2 5.2 +8.7
PRXV Praxis Impact Large Cap Value ETF 0.1 36 19 6.5 +10.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 35 6.2 +9.7
STXV Strive 1000 Value ETF 0.1 18 37 8.0 +11.5
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -10 4.1 +7.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.1 18 37 7.7 +11.2
SPHQ Invesco S&P 500 Quality ETF 0.1 15 40 5.5 +9.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 6 6.7 +10.2
EMLP First Trust North American Energy Infrastructure Fund 0.1 95 -40 5.3 +8.8
DGRO iShares Core Dividend Growth ETF 0.1 8 47 6.5 +10.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 30 5.9 +9.4
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 40 7.8 +11.3
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 20 4.7 +8.2
DEUS Xtrackers Russell US Multifactor ETF 0.1 17 38 7.1 +10.6
VIG Vanguard Dividend Appreciation ETF 0.0 5 50 5.5 +9.0
XMAG Defiance Large Cap ex-Mag 7 ETF 0.0 35 20 5.1 +8.6
SHE SPDR MSCI USA Gender Diversity ETF 0.0 20 35 5.1 +8.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 25 7.7 +11.2
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 27 6.3 +9.8
FNCL Fidelity MSCI Financials Index ETF 0.0 8 47 6.3 +9.8
AVSD Avantis Responsible International Equity ETF 0.0 23 32 5.6 +9.1
VFH Vanguard Financials ETF 0.0 9 46 6.4 +9.9
PKW Invesco Buyback Achievers ETF 0.0 62 -7 7.2 +10.7
DFAI Dimensional International Core Equity Market ETF 0.0 18 37 7.0 +10.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.0 20 35 7.7 +11.2
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 51 6.7 +10.2
DIVB iShares Core Dividend ETF 0.0 5 50 8.2 +11.7
ROUS Hartford Multifactor US Equity ETF 0.0 19 36 7.0 +10.5
REVS Columbia Research Enhanced Value ETF 0.0 19 36 7.6 +11.1
FNDC Schwab Fundamental International Small Co. Index ETF 0.0 39 16 5.6 +9.1
AVIE Avantis  Inflation Focused Equity ETF 0.0 25 30 7.3 +10.8
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 31 6.3 +9.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 10 8.7 +12.2
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 51 6.9 +10.4
VEA Vanguard FTSE Developed Markets ETF 0.0 3 52 7.1 +10.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 16 6.6 +10.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 16 7.8 +11.3
RECS Columbia Research Enhanced Core ETF 0.0 15 40 5.6 +9.1
VXUS Vanguard Total International Stock ETF 0.0 5 50 7.7 +11.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 52 6.9 +10.4
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 48 7.7 +11.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 30 9.4 +12.9
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 6 5.5 +9.0
VSGX Vanguard ESG International Stock ETF 0.0 10 45 7.5 +11.0
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 37 3.6 +7.1
AVDV Avantis International Small Cap Value ETF 0.0 36 19 9.2 +12.7

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 -6.6 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 55 bp
Equals: ALTAR Score -3.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.64 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.