ALPS Clean Energy ETF
ALTAR
Score™		 -2.5% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 376.6x P/Sales
ratio		 1.8x
P/BV
ratio		 2.1x Div.
yield		 1.7%


  • 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) $113
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 34
Wgt avg mkt cap (mns) $81,014
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
ALBEMARLE CORP 5.8 %
RIVIAN AUTOMOTIVE INC-A 5.6 %
ENPHASE ENERGY INC 5.3 %
SUNRUN INC. 5.2 %
FIRST SOLAR INC 5.2 %
TESLA MOTORS INC 5.1 %
ORMAT TECHNOLOGIES INC 5.0 %
NEXTRACKER, INC. CLASS A 4.9 %
BROOKFIELD RENEWABLE PARTNERS LP 4.9 %
ITRON INC 4.9 %
Total 51.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 83.3 %
CANADA 7.8 %
BERMUDA 4.9 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
25.4% 25.4% -15.8% -- 4.5%

Market Correlations
versus... Beta R-squared
S&P500 1.10 41%
MSCI EAFE 1.10 29%
MSCI Emg. Mkts. 1.17 38%

Technical Indicators
Recent close $33.89
30d moving avg. $32.88
Annualized volatility 33.3%
Short interest (ETF) 0.7%
Short interest (Underlying) 7.9%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 30
Turnover 0.9%
Bid/Ask (% of price) 0.31%
ADV underlying (mns) $37,584

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 650 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™: -2.5%


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 43.3 58 -3 -1.9 +0.6
TAN Invesco Solar ETF 31.5 67 -12 5.2 +7.6
CNRG State Street SPDR S&P Kensho Clean Power ETF 30.9 45 10 1.5 +4.0
FRNW Fidelity Clean Energy ETF 29.2 39 16 2.2 +4.6
PBW Invesco WilderHill Clean Energy ETF 29.1 66 -11 -3.0 -0.5
CTEC Global X CleanTech ETF 27.3 50 5 0.7 +3.2
ICLN iShares Global Clean Energy ETF 22.5 41 14 2.9 +5.4
VCLN Virtus Duff & Phelps Clean Energy ETF 21.2 59 -4 3.7 +6.2
RNRG Global X Renewable Energy Producers ETF 19.9 66 -11 5.1 +7.5
SMOG VanEck Low Carbon Energy ETF 17.8 61 -6 1.5 +3.9
ERTH Invesco MSCI Sustainable Future ETF 17.7 62 -7 3.1 +5.6
ETEC iShares Breakthrough Environmental Solutions ETF 17.1 47 8 3.1 +5.6
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 15.3 79 -24 4.6 +7.0
PBD Invesco Global Clean Energy ETF 14.7 75 -20 0.7 +3.2
IDRV iShares Self-driving EV & Tech ETF 13.9 47 8 3.1 +5.6
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 12.4 72 -17 -1.3 +1.2
BATT Amplify Lithium & Battery Technology ETF 11.4 59 -4 1.7 +4.2
FDRV Fidelity Electric Vehicles and Future Transportation ETF 11.1 39 16 -1.3 +1.2
CCSO Carbon Collective Climate Solutions US Equity ETF 10.2 35 20 1.1 +3.6
FAN First Trust Global Wind Energy ETF 10.2 60 -5 3.8 +6.2
LIT Global X Lithium & Battery Tech ETF 9.4 75 -20 5.6 +8.1
CLNR IQ Cleaner Transport ETF 9.4 45 10 4.9 +7.4
SFYF SoFi Social 50 ETF 8.4 29 26 0.9 +3.3
FILL iShares MSCI Global Energy Producers ETF 8.0 39 16 5.3 +7.8
DRIV Global X Autonomous & Electric Vehicles ETF 7.5 68 -13 4.2 +6.7
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 7.1 45 10 1.3 +3.8
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 6.9 45 10 4.8 +7.3
CARZ First Trust NASDAQ Global Auto Index Fund 6.7 70 -15 3.4 +5.9
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 6.5 20 35 2.6 +5.1
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 6.4 75 -20 6.7 +9.2
NETZ TCW Transform Systems ETF 6.1 75 -20 2.1 +4.5
LITP Sprott Lithium Miners ETF 5.8 65 -10 1.1 +3.6
REMX VanEck Rare Earth/Strategic Metals ETF 5.8 54 1 2.8 +5.3
LIMI Themes Lithium & Battery Metal Miners ETF 5.8 35 20 3.2 +5.7
ILIT iShares Lithium Miners and Producers ETF 5.8 47 8 3.7 +6.2
IQM Franklin Intelligent Machines ETF 5.8 50 5 1.5 +4.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 5.7 75 -20 2.3 +4.7
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 5.7 10 45 3.6 +6.1
CGGR Capital Group Growth ETF 5.7 39 16 2.7 +5.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.6 10 45 3.6 +6.1
DMAT Global X Disruptive Materials ETF 5.5 59 -4 5.3 +7.8
VCR Vanguard Consumer Discretionary ETF 5.4 9 46 3.9 +6.4
IBAT iShares Energy Storage & Materials ETF 5.4 47 8 2.5 +5.0
FDIS Fidelity MSCI Consumer Discretionary Index ETF 5.4 8 47 3.7 +6.2
GXPD Global X PureCap MSCI Consumer Discretionary ETF 5.3 25 30 3.1 +5.6
IYC iShares U.S. Consumer Discretionary ETF 5.3 40 15 3.2 +5.7
TXS Texas Capital Texas Equity Index ETF 5.1 49 6 5.3 +7.8
TEXN iShares Texas Equity ETF 5.1 20 35 5.6 +8.1
EV Mast Global Battery Recycling & Production ETF 5.1 65 -10 7.2 +9.6
ARKK ARK Innovation ETF 5.1 75 -20 -2.8 -0.4
ARKQ ARK Autonomous Technology & Robotics ETF 5.1 75 -20 0.8 +3.3
ARKW ARK Next Generation Internet ETF 5.1 87 -32 0.7 +3.1
FTXR First Trust Nasdaq Transportation ETF 5.1 60 -5 6.8 +9.3
TRUD VanEck Consumer Disc TruSector ETF 5.1 14 41 2.4 +4.8
XLY The Consumer Discretionary Select Sector SPDR Fund 5.1 8 47 4.0 +6.5
YALL God Bless America ETF 5.1 65 -10 4.0 +6.4
BCOR Grayscale Bitcoin Adopters ETF 5.1 59 -4 2.1 +4.6
AGIQ Sofi Agentic AI ETF 5.1 69 -14 1.5 +4.0
HUMN Roundhill Humanoid Robotics ETF 5.1 75 -20 1.0 +3.4
FDG American Century Focused Dynamic Growth ETF 5.1 45 10 1.6 +4.0
LRGE ClearBridge Large Cap Growth ESG ETF 5.1 59 -4 3.4 +5.8
RXI iShares Global Consumer Discretionary ETF 5.1 41 14 7.1 +9.6
XT iShares Exponential Technologies ETF 5.0 46 9 4.2 +6.7
NACP Impact Shares NAACP Minority Empowerment ETF 5.0 49 6 4.0 +6.5
BUZZ VanEck Social Sentiment ETF 4.9 75 -20 -0.8 +1.7
IPO Renaissance IPO ETF 4.9 60 -5 2.7 +5.2
SETM Sprott Energy Transition Materials ETF 4.9 65 -10 1.5 +4.0
HLAL Wahed FTSE USA Shariah ETF 4.8 50 5 3.9 +6.4
PSCT Invesco S&P SmallCap Information Technology ETF 4.7 29 26 4.2 +6.7
USMC Principal U.S. Mega-Cap ETF 4.6 12 43 3.9 +6.4
RSPM Invesco S&P 500 Equal Weight Materials ETF 4.6 40 15 7.0 +9.5
QTOP iShares Nasdaq Top 30 Stocks ETF 4.6 20 35 3.0 +5.4
IVES Wedbush ETFMG Global Cloud Technology ETF 4.5 68 -13 4.9 +7.3
HYDR Global X Hydrogen ETF 4.5 50 5 -8.0 -5.5
OCEN IQ Clean Oceans ETF 4.4 45 10 5.0 +7.5
TOPT iShares Top 20 U.S. Stocks ETF 4.4 20 35 3.3 +5.7
SCHG Schwab U.S. Large-Cap Growth ETF 4.4 4 51 3.1 +5.5
EGUS iShares ESG Aware MSCI USA Growth ETF 4.4 18 37 2.9 +5.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 4.4 9 46 4.1 +6.6
BOTT Themes Robotics & Automation ETF 4.3 35 20 -1.5 +1.0
MGK Vanguard Mega Cap Growth ETF 4.3 7 48 3.3 +5.8
YNOT Horizon Digital Frontier ETF 4.1 75 -20 2.5 +5.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 4.1 10 45 4.2 +6.6
MOTO SmartETFs Smart Transportation & Technology ETF 4.1 68 -13 5.6 +8.1
DSI iShares MSCI KLD 400 Social ETF 4.1 25 30 4.1 +6.6
SDG iShares MSCI Global Sustainable Development Goals ETF 4.1 49 6 4.8 +7.2
SUSL iShares ESG MSCI USA Leaders ETF 4.1 10 45 4.1 +6.6
CGRO CoreValues Alpha Greater China Growth ETF 4.1 75 -20 2.9 +5.4
ONEQ Fidelity Nasdaq Composite Index ETF 4.1 21 34 3.1 +5.5
PID Invesco International Dividend Achievers ETF 4.1 53 2 4.9 +7.3
VOOG Vanguard S&P 500 Growth ETF 4.0 7 48 3.3 +5.8
AIPO Defiance AI & Power Infrastructure ETF 4.0 69 -14 1.0 +3.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.0 45 10 3.6 +6.1
VONG Vanguard Russell 1000 Growth ETF 4.0 7 48 3.5 +5.9
DTEC ALPS Disruptive Technologies ETF 4.0 50 5 3.3 +5.7
CCNR ALPS CoreCommodity Natural Resources ETF 4.0 39 16 7.7 +10.1
ION ProShares S&P Global Core Battery Metals ETF 3.9 58 -3 5.6 +8.1
JGRO JPMorgan Active Growth ETF 3.9 44 11 2.9 +5.3
RND First Trust Bloomberg R&D Leaders ETF 3.9 60 -5 2.3 +4.8
VUG Vanguard Growth ETF 3.8 4 51 3.3 +5.7
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 3.8 12 43 3.4 +5.9
PRN Invesco Dorsey Wright Industrials Momentum ETF 3.8 60 -5 1.4 +3.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.7 12 43 3.6 +6.1
IWF iShares Russell 1000 Growth ETF 3.7 19 36 3.2 +5.7
FXU First Trust Utilities AlphaDEX Fund 3.7 64 -9 5.5 +7.9
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 3.7 55 0 6.2 +8.7
FXN First Trust Energy AlphaDEX Fund 3.7 62 -7 13.5 +16.0
PRXG Praxis Impact Large Cap Growth ETF 3.7 36 19 2.8 +5.3
FFOG Franklin Focused Growth ETF 3.6 61 -6 1.9 +4.4
AIQ Global X Artificial Intelligence & Technology ETF 3.6 68 -13 2.9 +5.4
MADE iShares U.S. Manufacturing ETF 3.6 40 15 4.1 +6.6
IWY iShares Russell Top 200 Growth ETF 3.5 20 35 3.3 +5.7
ITEQ BlueStar Israel Technology ETF 3.5 75 -20 1.3 +3.7
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 3.5 59 -4 8.6 +11.1
VOLT Tema Electrification ETF 3.5 75 -20 3.3 +5.8
LIVR Intelligent Livermore ETF 3.5 69 -14 3.0 +5.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.4 58 -3 3.9 +6.4
TMFC Motley Fool 100 Index ETF 3.4 50 5 2.9 +5.3
TRFM AAM Transformers ETF 3.4 49 6 1.0 +3.4
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 3.4 29 26 4.2 +6.6
XLG Invesco S&P 500 Top 50 ETF 3.4 20 35 3.5 +6.0
QQQ Invesco QQQ Trust Series I 3.4 20 35 3.4 +5.8
QQQM Invesco NASDAQ 100 ETF 3.4 15 40 3.4 +5.9
SPXT ProShares S&P 500 Ex-Technology ETF 3.3 9 46 4.8 +7.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.3 75 -20 3.3 +5.8
FMTM MarketDesk Focused U.S. Momentum ETF 3.3 45 10 3.4 +5.8
FELG Fidelity Enhanced Large Cap Growth ETF 3.3 18 37 3.7 +6.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 3.2 7 48 4.4 +6.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 3.2 8 47 4.3 +6.7
BGRO iShares Large Cap Growth Active ETF 3.2 55 0 2.0 +4.5
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.2 55 0 3.5 +6.0
SPHB Invesco S&P 500 High Beta ETF 3.2 25 30 4.1 +6.5
LOUP Innovator Deepwater Frontier Tech ETF 3.2 70 -15 0.7 +3.1
QGRW WisdomTree U.S. Quality Growth Fund 3.1 28 27 3.3 +5.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 3.1 60 -5 -0.9 +1.6
PHO Invesco Water Resources ETF 3.0 60 -5 4.3 +6.8
NUSC Nuveen ESG Small-Cap ETF 3.0 31 24 4.6 +7.1
TIME Clockwise Core Equity & Innovation ETF 3.0 95 -40 3.2 +5.7
GPT Intelligent Alpha Atlas ETF 3.0 69 -14 5.0 +7.4
STXG Strive 1000 Growth ETF 3.0 18 37 3.1 +5.6
XSD State Street SPDR S&P Semiconductor ETF 2.9 35 20 3.4 +5.9
OEF iShares S&P 100 ETF 2.9 20 35 3.8 +6.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.9 32 23 4.3 +6.8
XNTK State Street SPDR NYSE Technology ETF 2.8 35 20 2.9 +5.3
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.8 75 -20 3.9 +6.4
ISMD Inspire Small/Mid Cap ETF 2.8 54 1 4.7 +7.2
QQMG Invesco ESG NASDAQ 100 ETF 2.7 20 35 3.3 +5.8
GRNY Fundstrat Granny Shots US Large Cap ETF 2.7 75 -20 2.3 +4.8
FDMO Fidelity Momentum Factor ETF 2.7 15 40 3.0 +5.5
TOPC iShares S&P 500 3% Capped ETF 2.7 15 40 4.4 +6.9
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.7 60 -5 5.3 +7.7
SPXN ProShares S&P 500 Ex-Financials ETF 2.6 9 46 4.1 +6.6
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.6 60 -5 1.1 +3.5
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 2.6 4 51 3.3 +5.7
MGC Vanguard Mega Cap ETF 2.5 7 48 3.9 +6.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 2.5 35 20 8.8 +11.3
IVW iShares S&P 500 Growth ETF 2.5 18 37 3.1 +5.6
ESGV Vanguard ESG U.S. Stock ETF 2.5 9 46 4.1 +6.6
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 2.5 40 15 5.2 +7.6
SPXV ProShares S&P 500 Ex-Health Care ETF 2.5 9 46 4.0 +6.5
IWL iShares Russell Top 200 ETF 2.5 15 40 3.9 +6.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.5 15 40 4.4 +6.8
IUSG iShares Core S&P U.S. Growth ETF 2.5 4 51 3.4 +5.8
ILCG iShares Morningstar Growth ETF 2.4 4 51 3.0 +5.5
JPEF JPMorgan Equity Focus ETF 2.4 50 5 3.8 +6.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.4 12 43 4.3 +6.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 2.4 35 20 8.5 +10.9
XVV iShares ESG Screened S&P 500 ETF 2.4 8 47 4.1 +6.6
XLB The Materials Select Sector SPDR Fund 2.4 8 47 5.7 +8.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.4 30 25 3.9 +6.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 41 4.2 +6.7
RAUS RACWI US ETF 2.3 15 40 4.2 +6.7
STRV Strive 500 ETF 2.3 5 50 4.1 +6.6
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 46 4.1 +6.6
FYC First Trust Small Cap Growth AlphaDEX Fund 2.3 71 -16 -1.3 +1.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.3 20 35 4.0 +6.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.3 10 45 4.5 +7.0
FPWR First Trust EIP Power Solutions ETF 2.3 96 -41 4.8 +7.3
SUSA iShares MSCI USA ESG Select ETF 2.3 25 30 3.9 +6.4
GPZ VanEck Alternative Asset Manager ETF 2.3 40 15 4.1 +6.5
PSCC Invesco S&P SmallCap Consumer Staples ETF 2.3 29 26 8.5 +11.0
ZAP Global X U.S. Electrification ETF 2.3 50 5 3.9 +6.4
CHRI Global X S&P 500 Christian Values ETF 2.3 29 26 3.9 +6.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.3 7 48 4.2 +6.6
CATH Global X S&P 500 Catholic Values Custom ETF 2.3 29 26 4.0 +6.5
GXLC Global X U.S. 500 ETF 2.3 2 53 4.1 +6.6
IWN iShares Russell 2000 Value ETF 2.2 24 31 5.8 +8.3
AIEQ AI Powered Equity ETF 2.2 75 -20 4.0 +6.5
DFUS Dimensional U.S. Equity ETF 2.2 9 46 4.1 +6.6
VOO Vanguard S&P 500 ETF 2.2 3 52 4.3 +6.7
BKLC BNY Mellon US Large Cap Core Equity ETF 2.2 0 55 4.3 +6.7
FBOT Fidelity Disruptive Automation ETF 2.2 50 5 2.8 +5.3
SPY SPDR S&P 500 ETF 2.2 9 46 4.2 +6.6
SPYM State Street SPDR Portfolio S&P 500 ETF 2.2 2 53 4.3 +6.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.2 20 35 3.7 +6.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.2 35 20 5.6 +8.1
FVAL Fidelity Value Factor ETF 2.2 15 40 5.8 +8.3
HGRO Hedgeye Quality Growth ETF 2.2 70 -15 3.0 +5.4
GMET VanEck Green Metals ETF 2.2 63 -8 5.8 +8.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.2 15 40 3.9 +6.4
ESGU iShares ESG Aware MSCI USA ETF 2.2 15 40 4.1 +6.6
PBUS Invesco MSCI USA ETF 2.2 4 51 4.2 +6.7
IVV iShares Core S&P 500 ETF 2.2 3 52 4.2 +6.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.2 2 53 4.3 +6.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.2 65 -10 -1.2 +1.3
IYM iShares U.S. Basic Materials ETF 2.2 40 15 5.3 +7.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.2 10 45 8.6 +11.1
VV Vanguard Large-Cap ETF 2.2 4 51 4.2 +6.6
ADME Aptus Drawdown Managed Equity ETF 2.2 79 -24 3.3 +5.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.2 11 44 4.2 +6.7
VTWV Vanguard Russell 2000 Value ETF 2.2 10 45 5.9 +8.4
AOTG AOT Growth and Innovation ETF 2.2 75 -20 1.4 +3.9
GQQQ Astoria US Quality Growth Kings ETF 2.2 35 20 3.7 +6.2
NBDS Neuberger Berman Disrupters ETF 2.2 55 0 0.5 +3.0
VOTE TCW Transform 500 ETF 2.2 5 50 4.2 +6.7
ETHO Etho Climate Leadership U.S. ETF 2.1 47 8 4.7 +7.2
SCHX Schwab U.S. Large-Cap ETF 2.1 3 52 4.3 +6.7
INRO iShares U.S. Industry Rotation Active ETF 2.1 42 13 3.9 +6.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 2.1 3 52 4.4 +6.9
ILCB iShares Morningstar U.S. Equity ETF 2.1 3 52 4.2 +6.6
VONE Vanguard Russell 1000 ETF 2.1 7 48 4.3 +6.7
OEI Optimized Equity Income ETF 2.1 75 -20 3.2 +5.7
SCHK Schwab 1000 Index ETF 2.1 5 50 4.3 +6.7
RVRB Reverb ETF 2.1 30 25 4.0 +6.4
GINN Goldman Sachs Innovate Equity ETF 2.1 52 3 3.2 +5.7
NVIR Horizon Kinetics Energy and Remediation ETF 2.1 85 -30 6.1 +8.6
VTHR Vanguard Russell 3000 ETF 2.1 7 48 4.2 +6.7
FTC First Trust Large Cap Growth AlphaDEX Fund 2.1 59 -4 1.6 +4.1
VTI Vanguard Total Stock Market ETF 2.1 3 52 4.2 +6.7
IYY iShares Dow Jones U.S. ETF 2.1 20 35 4.1 +6.6
IWB iShares Russell 1000 ETF 2.1 15 40 4.2 +6.6
DIV Global X SuperDividend US ETF 2.1 45 10 10.8 +13.2
SCHB Schwab U.S. Broad Market ETF 2.1 3 52 4.3 +6.7
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.1 59 -4 5.4 +7.9
VBK Vanguard Small-Cap Growth ETF 2.1 7 48 1.5 +4.0
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.1 60 -5 4.7 +7.1
IWV iShares Russell 3000 ETF 2.1 20 35 4.1 +6.5
GVIP Goldman Sachs Hedge Industry VIP ETF 2.1 45 10 2.7 +5.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 52 4.2 +6.7
KLMN Invesco MSCI North America Climate ETF 2.0 9 46 4.3 +6.8
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.0 60 -5 4.3 +6.8
USRD Themes US R&D Champions ETF 2.0 29 26 4.0 +6.4
DFAU Dimensional US Core Equity Market ETF 2.0 12 43 4.3 +6.8
FDLS Inspire Fidelis Multi Factor ETF 2.0 76 -21 4.1 +6.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.0 64 -9 0.9 +3.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.0 25 30 4.2 +6.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.0 35 20 6.4 +8.8
APUE ActivePassive U.S. Equity ETF 2.0 45 10 3.9 +6.4
FBCG Fidelity Blue Chip Growth ETF 2.0 59 -4 2.2 +4.7
PSCE Invesco S&P SmallCap Energy ETF 1.9 29 26 9.1 +11.6
CVAR Cultivar ETF 1.9 87 -32 6.7 +9.2
SMDV ProShares Russell 2000 Dividend Growers ETF 1.9 40 15 7.0 +9.5
ROE Astoria US Quality Kings ETF 1.9 49 6 5.7 +8.1
SMOT VanEck Morningstar SMID Moat ETF 1.9 49 6 5.8 +8.3
SNSR Global X Internet of Things ETF 1.9 68 -13 4.2 +6.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.9 95 -40 -0.4 +2.0
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.9 60 -5 5.0 +7.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.9 15 40 5.3 +7.8
POW VistaShares Electrification Supercycle ETF 1.9 75 -20 3.1 +5.6
TOV JLens 500 Jewish Advocacy U.S. ETF 1.9 18 37 4.0 +6.4
BRIF FIS Bright Portfolios Focused Equity ETF 1.9 65 -10 3.9 +6.4
THRO iShares U.S. Thematic Rotation Active ETF 1.9 90 -35 3.0 +5.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.9 39 16 2.7 +5.2
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.9 45 10 1.6 +4.1
SPMV Invesco S&P 500 Minimum Variance ETF 1.9 10 45 4.9 +7.4
PSC Principal U.S. Small-Cap ETF 1.9 38 17 6.0 +8.4
IWM iShares Russell 2000 ETF 1.8 19 36 3.2 +5.7
AZTD Aztlan Global Stock Selection DM SMID ETF 1.8 75 -20 5.3 +7.8
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.8 4 51 5.6 +8.0
NUMG Nuveen ESG Mid-Cap Growth ETF 1.8 31 24 2.2 +4.7
ILCV iShares Morningstar Value ETF 1.8 4 51 5.6 +8.1
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 43 6.7 +9.2
IYE iShares U.S. Energy ETF 1.8 40 15 8.2 +10.7
REAI Intelligent Real Estate ETF 1.8 59 -4 14.5 +17.0
FPX First Trust US Equity Opportunities ETF 1.8 61 -6 0.8 +3.3
IVE iShares S&P 500 Value ETF 1.8 18 37 5.4 +7.9
JSML Janus Henderson Small Cap Growth Alpha ETF 1.8 30 25 7.1 +9.5
RSSL Global X Russell 2000 ETF 1.8 8 47 3.2 +5.7
XSMO Invesco S&P SmallCap Momentum ETF 1.7 39 16 4.0 +6.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.7 17 38 5.3 +7.7
FELC Fidelity Enhanced Large Cap Core ETF 1.7 18 37 4.5 +6.9
IJT iShares S&P Small-Cap 600 Growth ETF 1.7 18 37 4.7 +7.2
KRMA Global X Conscious Companies ETF 1.7 43 12 5.2 +7.7
IUSV iShares Core S&P US Value ETF 1.7 4 51 5.7 +8.2
HDUS Hartford Disciplined US Equity ETF 1.7 19 36 5.0 +7.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.7 60 -5 4.4 +6.9
PSCI Invesco S&P SmallCap Industrials ETF 1.7 29 26 4.9 +7.4
NIXT Research Affiliates Deletions ETF 1.7 9 46 7.4 +9.9
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 37 4.5 +6.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.7 30 25 4.0 +6.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 46 4.5 +7.0
HYP Golden Eagle Dynamic Hypergrowth ETF 1.7 85 -30 -1.1 +1.3
SPIT F/m Emerald Special Situations ETF 1.7 105 -50 -0.9 +1.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.7 25 30 4.7 +7.2
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 1.6 35 20 14.2 +16.6
ABFL Abacus FCF Leaders ETF 1.6 59 -4 3.8 +6.3
TOK iShares MSCI Kokusai ETF 1.6 26 29 4.3 +6.8
IJR iShares Core S&P Small Cap ETF 1.6 6 49 6.8 +9.2
LOGO Alpha Brands Consumption Leaders ETF 1.6 69 -14 2.5 +4.9
XMHQ Invesco S&P MidCap Quality ETF 1.6 25 30 5.6 +8.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.6 25 30 6.9 +9.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.6 70 -15 1.7 +4.2
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.6 30 25 15.8 +18.3
ACVF American Conservative Values ETF 1.6 75 -20 3.6 +6.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.6 15 40 4.7 +7.2
ISRA VanEck Israel ETF 1.6 59 -4 5.8 +8.3
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 51 5.1 +7.6
FIW First Trust Water ETF 1.6 53 2 4.4 +6.9
SPGP Invesco S&P 500 GARP ETF 1.6 34 21 5.6 +8.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.6 52 3 5.6 +8.0
FESM Fidelity Enhanced Small Cap ETF 1.6 28 27 2.8 +5.3
FLQL Franklin LibertyQ U.S. Equity ETF 1.6 15 40 4.6 +7.0
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.6 40 15 4.6 +7.1
URTH iShares MSCI World ETF 1.5 24 31 4.4 +6.9
IJS iShares S&P Small-Cap 600 Value ETF 1.5 18 37 8.7 +11.2
VTWO Vanguard Russell 2000 ETF 1.5 7 48 3.3 +5.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.5 39 16 4.3 +6.8
AVSC Avantis U.S Small Cap Equity ETF 1.5 25 30 4.6 +7.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.5 29 26 7.1 +9.6
GSPY Gotham Enhanced 500 ETF 1.5 50 5 4.4 +6.9
TMFX Motley Fool Next Index ETF 1.5 50 5 2.7 +5.1
FYX First Trust Small Cap Core AlphaDEX Fund 1.5 61 -6 5.0 +7.5
GGRW Gabelli Growth Innovators ETF 1.5 90 -35 1.8 +4.3
ISCG iShares Morningstar Small-Cap Growth ETF 1.5 6 49 2.5 +5.0
VIOO Vanguard S&P Small-Cap 600 ETF 1.5 7 48 6.8 +9.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.5 3 52 6.8 +9.3
IWO iShares Russell 2000 Growth ETF 1.5 24 31 0.6 +3.1
BIBL Inspire 100 ETF 1.5 35 20 4.5 +7.0
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.5 12 43 7.2 +9.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.5 20 35 4.8 +7.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.5 39 16 8.5 +11.0
SIXL ETC 6 Meridian Low Beta Equity ETF 1.5 80 -25 5.8 +8.2
AVUQ Avantis U.S. Quality ETF 1.5 15 40 3.5 +6.0
LRGF iShares U.S. Equity Factor ETF 1.4 8 47 4.7 +7.2
GQI Natixis Gateway Quality Income ETF 1.4 34 21 4.1 +6.6
IWC iShares Micro-Cap ETF 1.4 60 -5 -1.3 +1.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.4 30 25 5.8 +8.3
KLMT Invesco MSCI Global Climate 500 ETF 1.4 10 45 5.0 +7.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.4 15 40 8.7 +11.2
DFSU Dimensional US Sustainability Core 1 ETF 1.4 18 37 4.5 +7.0
ABLS Abacus FCF Small Cap Leaders ETF 1.4 59 -4 5.1 +7.6
FXZ First Trust Materials AlphaDEX Fund 1.4 61 -6 8.0 +10.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.4 9 46 4.6 +7.1
GURU Global X Guru Index ETF 1.4 75 -20 2.4 +4.9
ACWI iShares MSCI ACWI ETF 1.4 32 23 4.7 +7.2
VB Vanguard Small-Cap ETF 1.4 5 50 5.3 +7.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 46 4.9 +7.4
SIXS ETC 6 Meridian Small Cap Equity ETF 1.3 89 -34 8.6 +11.1
VT Vanguard Total World Stock ETF 1.3 6 49 5.1 +7.6
TAX Cambria Tax Aware ETF 1.3 49 6 5.1 +7.6
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 30 6.8 +9.3
GOP Unusual Whales Subversive Republican Trading ETF 1.3 50 5 4.7 +7.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.3 7 48 5.0 +7.5
DFAS Dimensional U.S. Small Cap ETF 1.3 26 29 5.8 +8.3
ISCB iShares Morningstar Small-Cap ETF 1.3 4 51 5.1 +7.6
BESF Bastion Energy ETF 1.2 80 -25 5.9 +8.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.2 20 35 4.8 +7.2
FDM First Trust Dow Jones Select MicroCap Index Fund 1.2 60 -5 7.1 +9.6
SFY SoFi Select 500 ETF 1.2 0 55 3.8 +6.3
SFYX SoFi Next 500 ETF 1.2 0 55 5.0 +7.5
VAW Vanguard Materials ETF 1.2 9 46 5.6 +8.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.2 9 46 3.5 +6.0
FDWM Fidelity Women's Leadership ETF 1.2 59 -4 4.2 +6.6
QLC FlexShares US Quality Large Cap Index Fund 1.2 25 30 4.5 +7.0
EQWL Invesco S&P 100 Equal Weight ETF 1.2 25 30 5.4 +7.9
FMAT Fidelity MSCI Materials Index ETF 1.2 8 47 5.6 +8.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.2 4 51 5.2 +7.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.2 15 40 6.8 +9.3
AVUS Avantis U.S. Equity ETF 1.2 15 40 5.0 +7.4
AIRR First Trust RBA American Industrial Renaissance ETF 1.2 70 -15 4.0 +6.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.2 61 -6 1.8 +4.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.2 47 8 8.2 +10.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.2 35 20 6.8 +9.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.1 49 6 4.0 +6.4
TPSC Timothy Plan US Small Cap Core ETF 1.1 52 3 6.2 +8.7
EQAL Invesco Russell 1000 Equal Weight ETF 1.1 20 35 6.4 +8.9
AVMC Avantis U.S. Mid Cap Equity ETF 1.1 18 37 6.0 +8.5
OPTZ Optimize Strategy Index ETF 1.1 50 5 4.2 +6.7
ROBO ROBO Global Robotics & Automation Index ETF 1.1 95 -40 2.7 +5.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.1 10 45 7.8 +10.3
VTWG Vanguard Russell 2000 Growth ETF 1.1 10 45 0.8 +3.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.1 15 40 7.1 +9.5
MODL VictoryShares WestEnd U.S. Sector ETF 1.1 42 13 3.9 +6.4
BFOR ALPS Barron's 400 ETF 1.1 65 -10 4.9 +7.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.1 65 -10 1.8 +4.3
DCOR Dimensional US Core Equity 1 ETF 1.1 14 41 4.6 +7.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.1 49 6 9.7 +12.2
SQLV Royce Quant Small-Cap Quality Value ETF 1.1 60 -5 8.4 +10.9
JHML John Hancock Multifactor Large Cap ETF 1.1 29 26 4.6 +7.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.0 56 -1 5.8 +8.3
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 38 4.9 +7.4
RFFC ALPS Active Equity Opportunity ETF 1.0 48 7 3.7 +6.1
PY Principal Value ETF 1.0 15 40 6.5 +9.0
EES WisdomTree U.S. SmallCap Fund 1.0 38 17 7.6 +10.0
DARP Grizzle Growth ETF 1.0 75 -20 2.1 +4.6
SCHA Schwab U.S. Small-Cap ETF 1.0 4 51 4.9 +7.4
PSCF Invesco S&P SmallCap Financials ETF 1.0 29 26 8.5 +11.0
ISCV iShares Morningstar Small Cap Value ETF 1.0 6 49 7.6 +10.0
RPG Invesco S&P 500 Pure Growth ETF 1.0 35 20 2.7 +5.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.0 24 31 6.5 +9.0
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -5 3.4 +5.9
QQQS Invesco NASDAQ Future Gen 200 ETF 1.0 20 35 -4.7 -2.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.0 12 43 6.5 +9.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.0 61 -6 -0.6 +1.9
CHGX AXS Change Finance ESG ETF 1.0 49 6 4.4 +6.9
VXF Vanguard Extended Market ETF 1.0 5 50 3.9 +6.4
STXM Strive Mid-Cap ETF 1.0 18 37 5.5 +8.0
BLES Inspire Global Hope ETF 1.0 61 -6 6.1 +8.6
WDIV SPDR S&P Global Dividend ETF 1.0 40 15 8.4 +10.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.9 35 20 3.6 +6.1
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.9 15 40 4.9 +7.4
EPS WisdomTree U.S. LargeCap Fund 0.9 8 47 5.0 +7.4
VAMO Cambria Value & Momentum ETF 0.9 61 -6 5.4 +7.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 40 7.0 +9.5
USMF WisdomTree U.S. Multifactor Fund 0.9 28 27 6.4 +8.9
JHMM John Hancock Multifactor Mid Cap ETF 0.9 42 13 5.5 +7.9
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 26 4.2 +6.7
PXI Invesco Dorsey Wright Energy Momentum ETF 0.9 60 -5 6.3 +8.7
FFOX FundX Future Fund Opportunities ETF 0.9 100 -45 2.7 +5.2
SVAL iShares US Small Cap Value Factor ETF 0.9 20 35 7.9 +10.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.9 65 -10 7.2 +9.7
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.9 35 20 6.5 +9.0
VFMO Vanguard U.S. Momentum Factor ETF 0.9 13 42 2.5 +5.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.9 38 17 8.2 +10.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.9 10 45 4.8 +7.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.8 60 -5 6.0 +8.4
DGT State Street SPDR Global Dow ETF 0.8 50 5 6.0 +8.5
AFSM First Trust Active Factor Small Cap ETF 0.8 75 -20 6.6 +9.0
VBR Vanguard Small Cap Value ETF 0.8 7 48 7.9 +10.4
CGUS Capital Group Core Equity ETF 0.8 33 22 3.8 +6.2
GLOF iShares Global Equity Factor ETF 0.8 20 35 5.9 +8.4
HAP VanEck Natural Resources ETF 0.8 50 5 7.9 +10.4
DFAC Dimensional U.S. Core Equity 2 ETF 0.8 17 38 4.7 +7.2
DON WisdomTree U.S. MidCap Dividend Fund 0.8 38 17 8.2 +10.7
ZSB USCF Sustainable Battery Metals Strategy Fund 0.8 61 -6 4.4 +6.9
NUMV Nuveen ESG Mid-Cap Value ETF 0.8 31 24 6.1 +8.6
XJH iShares ESG Screened S&P Mid-Cap ETF 0.8 12 43 6.2 +8.7
DSMC Distillate Small/Mid Cash Flow ETF 0.8 55 0 11.4 +13.9
VLUE iShares MSCI USA Value Factor ETF 0.8 15 40 8.0 +10.5
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 0.7 60 -5 5.7 +8.2
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 -20 4.4 +6.9
SMLF iShares U.S. SmallCap Equity Factor ETF 0.7 15 40 5.3 +7.7
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 30 7.8 +10.2
SDY State Street SPDR S&P Dividend ETF 0.7 35 20 6.2 +8.7
STXK Strive Small-Cap ETF 0.7 18 37 5.3 +7.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 26 3.8 +6.3
GVLU Gotham 1000 Value ETF 0.7 50 5 8.2 +10.7
FSGS First Trust SMID Growth Strength ETF 0.7 60 -5 4.4 +6.8
JGLO JPMorgan Global Select Equity ETF 0.7 33 22 4.3 +6.8
RNSC Furst Trust Small Cap US Equity Select ETF 0.7 60 -5 4.3 +6.8
ICAP InfraCap Equity Income Fund ETF 0.7 171 -116 3.9 +6.4
SCHM Schwab U.S. Mid-Cap ETF 0.7 4 51 6.1 +8.5
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 13 5.8 +8.3
RSP Invesco S&P 500 Equal Weight ETF 0.7 20 35 5.9 +8.4
FEX First Trust Large Cap Core AlphaDEX Fund 0.7 59 -4 5.1 +7.6
VPU Vanguard Utilities ETF 0.7 9 46 5.1 +7.6
FUTY Fidelity MSCI Utilities Index ETF 0.7 8 47 5.1 +7.6
RWL Invesco S&P 500 Revenue ETF 0.7 39 16 5.9 +8.4
DXUV Dimensional US Vector Equity ETF 0.7 28 27 5.2 +7.7
IJH iShares Core S&P Mid-Cap ETF 0.7 5 50 6.3 +8.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.7 73 -18 10.4 +12.9
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 30 6.7 +9.2
IWS iShares Russell Mid-Cap Value ETF 0.7 23 32 6.3 +8.8
MDY SPDR S&P Midcap 400 ETF Trust 0.6 24 31 6.1 +8.6
MAGA Point Bridge America First ETF 0.6 72 -17 5.7 +8.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.6 24 31 7.4 +9.9
DFSV Dimensional US Small Cap Value ETF 0.6 31 24 9.3 +11.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 35 5.6 +8.1
SSPY Syntax Stratified LargeCap ETF 0.6 30 25 6.0 +8.4
MXI iShares Global Materials ETF 0.6 41 14 6.3 +8.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -5 4.1 +6.6
IVOO Vanguard S&P Mid-Cap 400 ETF 0.6 7 48 6.3 +8.8
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.6 3 52 6.3 +8.8
CALF Pacer US Small Cap Cash Cows 100 ETF 0.6 59 -4 9.1 +11.5
FCPI Fidelity Stocks for Inflation ETF 0.6 15 40 6.9 +9.4
IUS Invesco RAFI Strategic US ETF 0.6 19 36 6.0 +8.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.6 15 40 6.4 +8.8
EUSA iShares MSCI USA Equal Weighted ETF 0.6 9 46 5.5 +8.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.6 58 -3 5.0 +7.5
SIZE iShares MSCI USA Size Factor ETF 0.6 15 40 5.5 +8.0
WCEO Hypatia Women CEO ETF 0.6 85 -30 2.8 +5.3
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.6 61 -6 6.1 +8.6
EZM WisdomTree U.S. MidCap Fund 0.6 38 17 7.6 +10.1
STOX Horizon Core Equity ETF 0.5 70 -15 3.6 +6.0
SFTY Horizon Managed Risk ETF 0.5 77 -22 3.5 +6.0
PDP Invesco Dorsey Wright Momentum ETF 0.5 62 -7 1.5 +4.0
JAVA JPMorgan Active Value ETF 0.5 44 11 5.5 +8.0
IWR iShares Russell Midcap ETF 0.5 19 36 5.5 +7.9
PRF Invesco FTSE RAFI US 1000 ETF 0.5 39 16 5.9 +8.4
FSMD Fidelity Small-Mid Multifactor ETF 0.5 15 40 6.1 +8.6
VIS Vanguard Industrials ETF 0.5 9 46 3.8 +6.3
SMMD iShares Russell 2500 ETF 0.5 15 40 5.8 +8.3
FIDU Fidelity MSCI Industrial Index ETF 0.5 8 47 3.8 +6.2
USMV iShares MSCI USA Min Vol Factor ETF 0.5 15 40 5.0 +7.5
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -10 7.1 +9.5
SMCF Themes US Small Cap Cash Flow Champions ETF 0.5 29 26 10.5 +12.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.5 25 30 6.4 +8.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.5 35 20 3.1 +5.5
FNDX Schwab Fundamental US Large Co. Index ETF 0.5 25 30 6.4 +8.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 37 5.0 +7.5
XRT State Street SPDR S&P Retail ETF 0.5 35 20 6.9 +9.4
DFUV Dimensional US Marketwide Value ETF 0.5 22 33 6.4 +8.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.5 19 36 5.4 +7.8
DFNV Donoghue Forlines Innovation ETF 0.5 69 -14 3.7 +6.2
BOUT Innovator IBD Breakout Opportunities ETF 0.5 81 -26 4.7 +7.1
ITAN Sparkline Intangible Value ETF 0.4 50 5 5.6 +8.1
EBI Longview Advantage ETF 0.4 35 20 5.8 +8.2
IMCG iShares Morningstar Mid-Cap Growth ETF 0.4 6 49 3.6 +6.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 15 4.2 +6.7
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 27 8.9 +11.4
DISV Dimensional International Small Cap Value ETF 0.4 42 13 8.1 +10.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -10 1.6 +4.1
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.4 40 15 12.5 +15.0
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 40 5.0 +7.5
FLDZ RiverNorth Patriot ETF 0.4 75 -20 5.7 +8.1
AVMV Avantis U.S. Mid Cap Value ETF 0.4 20 35 7.6 +10.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 46 5.4 +7.9
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 17 8.8 +11.3
AFLG First Trust Active Factor Large Cap ETF 0.4 55 0 5.4 +7.9
FTRI First Trust Indxx Global Natural Resources Income ETF 0.4 70 -15 6.7 +9.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.4 43 12 5.3 +7.7
WDNA WisdomTree BioRevolution Fund 0.4 45 10 -2.0 +0.5
FTEC Fidelity MSCI Information Technology Index ETF 0.4 8 47 3.3 +5.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.4 15 40 5.0 +7.4
VGT Vanguard Information Technology ETF 0.4 9 46 3.3 +5.7
VOT Vanguard Mid-Cap Growth ETF 0.4 7 48 3.0 +5.5
PTL Inspire 500 ETF 0.4 9 46 4.8 +7.2
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 30 8.6 +11.1
COPY Tweedy, Browne Insider + Value ETF 0.3 80 -25 10.4 +12.8
EIPX FT Energy Income Partners Strategy ETF 0.3 95 -40 7.5 +9.9
IMCB iShares Morningstar Mid-Cap ETF 0.3 4 51 5.5 +8.0
WOMN Impact Shares YWCA Women's Empowerment ETF 0.3 75 -20 4.8 +7.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 37 7.7 +10.1
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 40 6.6 +9.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.3 20 35 5.8 +8.3
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.3 15 40 7.7 +10.2
DFLV Dimensional US Large Cap Value ETF 0.3 22 33 6.5 +9.0
XOEF iShares S&P 500 ex S&P 100 ETF 0.3 20 35 4.9 +7.3
NULC Nuveen ESG Large-Cap ETF 0.3 21 34 4.4 +6.9
NULG Nuveen ESG Large-Cap Growth ETF 0.3 26 29 2.7 +5.2
DFIS Dimensional International Small Cap ETF 0.3 39 16 6.3 +8.8
PSET Principal Quality ETF 0.3 15 40 4.6 +7.1
RAYD Rayliant Quantitative Developed Market Equity ETF 0.3 80 -25 4.4 +6.9
VDE Vanguard Energy ETF 0.2 9 46 8.4 +10.8
XLK The Technology Select Sector SPDR Fund 0.2 8 47 3.6 +6.0
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 20 5.3 +7.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 15 5.3 +7.7
IGM iShares Expanded Tech Sector ETF 0.2 41 14 2.9 +5.4
VDC Vanguard Consumer Staples ETF 0.2 9 46 5.6 +8.1
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.2 8 47 5.6 +8.1
SCHC Schwab International Small-Cap Equity ETF 0.2 11 44 6.8 +9.3
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 51 5.9 +8.4
FMDE Fidelity Enhanced Mid Cap ETF 0.2 23 32 5.2 +7.7
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.2 12 43 6.8 +9.3
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 49 7.3 +9.7
EVUS iShares ESG Aware MSCI USA Value ETF 0.2 18 37 5.6 +8.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 3 5.0 +7.5
VEGN US Vegan Climate ETF 0.2 60 -5 3.8 +6.3
IWD iShares Russell 1000 Value ETF 0.2 19 36 5.6 +8.1
VONV Vanguard Russell 1000 Value ETF 0.2 7 48 5.8 +8.2
VFQY Vanguard U.S. Quality Factor ETF 0.2 13 42 5.3 +7.8
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 43 5.8 +8.2
VFVA Vanguard U.S. Value Factor ETF 0.2 13 42 9.4 +11.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 16 8.3 +10.7
NULV Nuveen ESG Large-Cap Value ETF 0.2 26 29 5.6 +8.0
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 -12 8.8 +11.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.2 10 45 5.1 +7.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.2 15 40 4.2 +6.7
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 25 5.1 +7.6
GEW Cambria Global EW ETF 0.2 29 26 5.4 +7.9
VALQ American Century U.S. Quality Value ETF 0.2 29 26 6.7 +9.2
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 43 6.9 +9.4
IDU iShares U.S. Utilities ETF 0.2 40 15 4.6 +7.1
FNK First Trust Mid Cap Value AlphaDEX Fund 0.2 70 -15 9.4 +11.9
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -34 4.2 +6.7
OALC OneAscent Large Cap Core ETF 0.2 86 -31 3.4 +5.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 36 4.8 +7.3
DHS WisdomTree U.S. High Dividend Fund 0.2 38 17 7.3 +9.8
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 16 5.3 +7.8
AVDS Avantis International Small Cap Equity ETF 0.2 30 25 6.0 +8.5
TTAC FCF US Quality ETF 0.2 59 -4 5.0 +7.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -25 6.8 +9.3
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.2 5 50 7.2 +9.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 26 5.6 +8.1
VO Vanguard Mid-Cap ETF 0.1 4 51 5.3 +7.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 47 6.5 +9.0
IXN iShares Global Tech ETF 0.1 41 14 2.9 +5.4
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 32 2.6 +5.1
DEW WisdomTree Global High Dividend Fund 0.1 58 -3 7.6 +10.1
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 30 3.3 +5.8
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 45 4.0 +6.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.1 18 37 7.0 +9.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.1 20 35 5.4 +7.9
VOOV Vanguard S&P 500 Value ETF 0.1 7 48 5.5 +8.0
FELV Fidelity Enhanced Large Cap Value ETF 0.1 18 37 5.9 +8.4
VYM Vanguard High Dividend Yield Index ETF 0.1 6 49 6.3 +8.8
DFVX Dimensional US Large Cap Vector ETF 0.1 22 33 5.3 +7.8
FFLC Fidelity Fundamental Large Cap Core ETF 0.1 38 17 3.9 +6.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.1 35 20 6.5 +9.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 35 4.3 +6.8
DXIV Dimensional International Vector Equity ETF 0.1 34 21 6.7 +9.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 35 9.2 +11.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 35 5.3 +7.8
VIG Vanguard Dividend Appreciation ETF 0.1 5 50 4.9 +7.4
DEUS Xtrackers Russell US Multifactor ETF 0.1 17 38 6.1 +8.5
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 27 5.6 +8.1
FENY Fidelity MSCI Energy Index ETF 0.1 8 47 8.4 +10.9
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -10 3.5 +5.9
PFM Invesco Dividend Achievers ETF 0.1 53 2 4.7 +7.1
DAK Dakota Active Equity ETF 0.1 43 12 3.7 +6.2
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 35 4.6 +7.0
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 44 4.4 +6.9
STXV Strive 1000 Value ETF 0.1 18 37 7.2 +9.7
PRXV Praxis Impact Large Cap Value ETF 0.1 36 19 5.9 +8.3
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 20 4.5 +7.0
AVDV Avantis International Small Cap Value ETF 0.1 36 19 7.8 +10.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 6 6.2 +8.7
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 40 2.7 +5.2
DFIC Dimensional International Core Equity 2 ETF 0.1 23 32 6.4 +8.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 30 5.4 +7.9
ROUS Hartford Multifactor US Equity ETF 0.1 19 36 6.1 +8.6
VFH Vanguard Financials ETF 0.0 9 46 5.6 +8.1
EMLP First Trust North American Energy Infrastructure Fund 0.0 95 -40 5.8 +8.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.0 20 35 7.3 +9.7
AVDE Avantis International Equity ETF 0.0 23 32 6.4 +8.9
SNPE Xtrackers S&P 500 ESG ETF 0.0 10 45 4.3 +6.8
FNCL Fidelity MSCI Financials Index ETF 0.0 8 47 5.6 +8.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 16 5.8 +8.3
PKW Invesco Buyback Achievers ETF 0.0 62 -7 7.0 +9.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 25 6.7 +9.1
DIVB iShares Core Dividend ETF 0.0 5 50 7.3 +9.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 13 4.7 +7.2
VFMV Vanguard U.S. Minimum Volatility ETF 0.0 13 42 5.3 +7.8
REVS Columbia Research Enhanced Value ETF 0.0 19 36 6.9 +9.4
AVIE Avantis  Inflation Focused Equity ETF 0.0 25 30 6.3 +8.8
DFAI Dimensional International Core Equity Market ETF 0.0 18 37 6.1 +8.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 10 7.6 +10.1
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 31 5.5 +8.0
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 51 6.1 +8.6
RECS Columbia Research Enhanced Core ETF 0.0 15 40 5.0 +7.5
AVSD Avantis Responsible International Equity ETF 0.0 23 32 4.7 +7.2
VEA Vanguard FTSE Developed Markets ETF 0.0 3 52 6.2 +8.7
VXUS Vanguard Total International Stock ETF 0.0 5 50 6.9 +9.4
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 48 6.8 +9.3
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 37 2.8 +5.3
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 52 6.1 +8.6
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 6 4.7 +7.2
TRUT VanEck Technology TruSector ETF 0.0 13 42 3.7 +6.2
VSGX Vanguard ESG International Stock ETF 0.0 10 45 6.7 +9.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 16 6.8 +9.3

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 -4.1 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 55 bp
Equals: ALTAR Score -2.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 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.