ALPS Clean Energy ETF
ALTAR
Score™
-4.4% info Recommen-
dation
AVOID
2024E    2025E
P/E
ratio
-84.7x P/Sales
ratio
1.5x
P/BV
ratio
1.7x Div.
yield
1.8%


  • 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) $238
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 38
Wgt avg mkt cap (mns) $32,724
Large cap (>$10bn) 22.9%
Mid cap ($2-10bn) 57.8%
Small cap (<$2bn) 19.3%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
FIRST SOLAR INC 8.4 %
BROOKFIELD RENEWABLE PARTNERS LP 5.8 %
ITRON INC 5.3 %
RIVIAN AUTOMOTIVE INC-A 5.0 %
NORTHLAND POWER INC 4.9 %
NEXTRACKER, INC. CLASS A 4.8 %
ENPHASE ENERGY INC 4.7 %
TESLA MOTORS INC 4.4 %
DARLING INTERNATIONAL INC 4.2 %
ORMAT TECHNOLOGIES INC 4.2 %
Total 51.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 80.4 %
CANADA 9.8 %
BERMUDA 5.8 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-11.0% -25.3% 4.7% -- 5.3%

Market Correlations
versus... Beta R-squared
S&P500 1.56 46%
MSCI EAFE 1.33 31%
MSCI Emg. Mkts. 1.18 25%

Technical Indicators
Recent close $30.74
30d moving avg. $30.00
Annualized volatility 41.3%
Short interest (ETF) 0.3%
Short interest (Underlying) 7.9%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 220
Turnover 2.8%
Bid/Ask (% of price) 0.26%
ADV underlying (mns) $14,376

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 603 potential alternatives to the ALPS Clean Energy ETF ETF based on the alternatives' overlap in portfolio holdings with ACES. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: ACES Expense: 55 bp ALTAR Score™: -4.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH ACES
Ticker Fund
Name
Overlap1
vs ACES
(%)
Expense
ratio
(bp)
Savings
vs ACES
(bp)
ALTAR
Score™
(%)
ALTAR
vs ACES
(%)
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 48.3 58 -3 0.2 +4.6
RNEW VanEck Green Infrastructure ETF 36.1 45 10 -0.4 +4.0
TAN Invesco Solar ETF 31.5 67 -12 4.2 +8.6
FRNW Fidelity Clean Energy ETF 31.1 39 16 3.2 +7.6
CTEC Global X CleanTech ETF 27.4 50 5 1.1 +5.5
PBW Invesco WilderHill Clean Energy ETF 26.6 66 -11 -16.9 -12.5
ICLN iShares Global Clean Energy ETF 26.4 41 14 4.6 +9.0
CNRG SPDR S&P Kensho Clean Power ETF 26.3 45 10 -6.9 -2.5
RAYS Global X Solar ETF 25.4 51 4 4.1 +8.5
ERTH Invesco MSCI Sustainable Future ETF 25.0 62 -7 3.4 +7.8
VCLN Virtus Duff & Phelps Clean Energy ETF 23.4 59 -4 3.0 +7.4
RNRG Global X Renewable Energy Producers ETF 22.3 66 -11 4.6 +9.0
SMOG VanEck Low Carbon Energy ETF 18.9 61 -6 2.8 +7.2
CCSO Carbon Collective Climate Solutions US Equity ETF 18.0 35 20 2.3 +6.7
PBD Invesco Global Clean Energy ETF 17.5 75 -20 -3.6 +0.9
ETEC iShares Breakthrough Environmental Solutions ETF 16.0 47 8 4.6 +9.0
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 14.7 79 -24 4.7 +9.1
FDRV Fidelity Electric Vehicles and Future Transportation ETF 14.4 39 16 -3.5 +1.0
MVPS Amplify Thematic All-Stars ETF 13.3 49 6 2.6 +7.0
BNE Blue Horizon BNE ETF 11.4 87 -32 4.8 +9.2
BATT Amplify Lithium & Battery Technology ETF 11.3 59 -4 -0.8 +3.7
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 11.3 72 -17 2.1 +6.5
FAN First Trust Global Wind Energy ETF 10.6 60 -5 4.9 +9.3
IDRV iShares Self-driving EV & Tech ETF 10.3 47 8 -0.2 +4.2
LIT Global X Lithium & Battery Tech ETF 10.1 75 -20 12.9 +17.3
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 9.5 75 -20 7.1 +11.5
WNDY Global X Wind Energy ETF 9.1 50 5 4.6 +9.0
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 9.1 55 0 3.4 +7.8
FFND Future Fund Active ETF 9.0 100 -45 0.2 +4.6
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 8.9 45 10 5.9 +10.4
SFYF SoFi Social 50 ETF 8.9 29 26 -2.8 +1.6
BUZZ VanEck Social Sentiment ETF 8.3 75 -20 -0.3 +4.2
GSFP Goldman Sachs Future Planet Equity ETF 7.7 75 -20 4.4 +8.8
CARZ First Trust NASDAQ Global Auto Index Fund 7.3 70 -15 2.5 +6.9
XSD SPDR S&P Semiconductor ETF 6.9 35 20 4.4 +8.8
HAIL SPDR S&P Kensho Smart Mobility ETF 6.7 45 10 -2.1 +2.3
SIMS SPDR S&P Kensho Intelligent Structures ETF 6.3 45 10 -3.4 +1.0
CLNR IQ Cleaner Transport ETF 5.9 45 10 7.8 +12.2
EV Mast Global Battery Recycling & Production ETF 5.5 65 -10 13.1 +17.5
FXN First Trust Energy AlphaDEX Fund 5.5 62 -7 1.2 +5.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 5.4 58 -3 4.4 +8.8
IPO Renaissance IPO ETF 5.3 60 -5 -3.1 +1.3
SPHB Invesco S&P 500 High Beta ETF 5.2 25 30 3.9 +8.4
DTEC ALPS Disruptive Technologies ETF 5.1 50 5 3.2 +7.6
PID Invesco International Dividend Achievers ETF 4.7 53 2 6.7 +11.2
VCR Vanguard Consumer Discretionary ETF 4.6 10 45 4.7 +9.1
MOTO SmartETFs Smart Transportation & Technology ETF 4.6 68 -13 6.1 +10.5
FDIS Fidelity MSCI Consumer Discretionary Index ETF 4.6 8 47 4.9 +9.3
IYC iShares U.S. Consumer Discretionary ETF 4.5 40 15 3.8 +8.2
FTGS First Trust Growth Strength ETF 4.5 60 -5 5.4 +9.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.4 15 40 4.8 +9.2
XT iShares Exponential Technologies ETF 4.4 46 9 3.8 +8.2
FDG American Century Focused Dynamic Growth ETF 4.4 45 10 2.4 +6.9
ARKK ARK Innovation ETF 4.4 75 -20 -4.5 -0.1
ARKQ ARK Autonomous Technology & Robotics ETF 4.4 75 -20 2.1 +6.5
ARKW ARK Next Generation Internet ETF 4.4 87 -32 -1.7 +2.7
FTXR First Trust Nasdaq Transportation ETF 4.4 60 -5 5.4 +9.8
RXI iShares Global Consumer Discretionary ETF 4.4 41 14 5.6 +10.0
XLY Consumer Discretionary Select Sector SPDR Fund 4.4 9 46 5.1 +9.5
YALL God Bless America ETF 4.4 65 -10 3.7 +8.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.3 20 35 5.4 +9.8
TRFM AAM Transformers ETF 4.3 49 6 1.1 +5.5
NULG Nuveen ESG Large-Cap Growth ETF 4.1 26 29 4.1 +8.5
DRIV Global X Autonomous & Electric Vehicles ETF 4.1 68 -13 3.1 +7.6
SXUS Janus Henderson International Sustainable Equity ETF 4.1 60 -5 4.2 +8.6
SNPG Xtrackers S&P 500 Growth ESG ETF 4.0 15 40 4.4 +8.8
LITP Sprott Lithium Miners ETF 4.0 65 -10 13.8 +18.2
FXZ First Trust Materials AlphaDEX Fund 4.0 61 -6 10.1 +14.5
GMET VanEck Green Metals ETF 4.0 63 -8 10.4 +14.8
REMX VanEck Rare Earth/Strategic Metals ETF 4.0 54 1 12.0 +16.4
SETM Sprott Energy Transition Materials ETF 4.0 65 -10 5.6 +10.0
RSPT Invesco S&P 500 Equal Weight Technology ETF 4.0 40 15 5.2 +9.6
TXS Texas Capital Texas Equity Index ETF 3.9 49 6 5.3 +9.7
ION ProShares S&P Global Core Battery Metals ETF 3.9 58 -3 12.2 +16.6
CGGR Capital Group Growth ETF 3.8 39 16 3.3 +7.7
IQM Franklin Intelligent Machines ETF 3.8 50 5 2.7 +7.1
MORT VanEck Mortgage REIT Income ETF 3.8 43 12 12.9 +17.3
LUXX Roundhill S&P Global Luxury ETF 3.7 45 10 2.8 +7.2
EVX VanEck Environmental Services ETF 3.7 55 0 3.6 +8.0
VEGN US Vegan Climate ETF 3.7 60 -5 4.4 +8.8
BECO BlackRock Future Climate and Sustainable Economy ETF 3.7 70 -15 13.3 +17.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.6 10 45 4.5 +8.9
DMAT Global X Disruptive Materials ETF 3.6 59 -4 11.3 +15.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.6 10 45 4.5 +9.0
OCEN IQ Clean Oceans ETF 3.5 45 10 5.0 +9.4
FXG First Trust Consumer Staples AlphaDEX Fund 3.5 63 -8 6.7 +11.1
ECLN First Trust EIP Carbon Impact ETF 3.5 96 -41 5.2 +9.6
MDCP VictoryShares THB Mid Cap ESG ETF 3.4 55 0 5.3 +9.7
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.4 40 15 7.5 +11.9
TMFX Motley Fool Next Index ETF 3.4 50 5 3.2 +7.6
RUFF Alpha Dog ETF 3.2 94 -39 4.6 +9.0
PSCT Invesco S&P SmallCap Information Technology ETF 3.2 29 26 5.5 +9.9
SPGP Invesco S&P 500 GARP ETF 3.2 34 21 8.6 +13.0
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 3.2 85 -30 8.5 +12.9
QGRW WisdomTree U.S. Quality Growth Fund 3.2 28 27 4.3 +8.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 3.1 32 23 5.0 +9.4
TIME Clockwise Core Equity & Innovation ETF 3.0 95 -40 1.9 +6.3
GK AdvisorShares Gerber Kawasaki ETF 2.9 75 -20 2.9 +7.3
HYDR Global X Hydrogen ETF 2.9 50 5 -11.1 -6.7
NVIR Horizon Kinetics Energy and Remediation ETF 2.8 85 -30 1.9 +6.3
ONEQ Fidelity Nasdaq Composite Index ETF 2.8 21 34 3.5 +7.9
NUSC Nuveen ESG Small-Cap ETF 2.7 31 24 5.2 +9.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.6 30 25 4.5 +8.9
JSML Janus Henderson Small Cap Growth Alpha ETF 2.6 30 25 9.3 +13.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.5 10 45 4.9 +9.3
IYE iShares U.S. Energy ETF 2.5 40 15 7.3 +11.7
SDG iShares MSCI Global Sustainable Development Goals ETF 2.5 49 6 5.6 +10.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.4 15 40 9.3 +13.7
AIRR First Trust RBA American Industrial Renaissance ETF 2.4 70 -15 5.2 +9.6
FXU First Trust Utilities AlphaDEX Fund 2.4 64 -9 6.5 +10.9
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 2.4 29 26 6.5 +10.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.4 15 40 5.6 +10.0
ACSI American Customer Satisfaction ETF 2.4 65 -10 4.4 +8.8
HLAL Wahed FTSE USA Shariah ETF 2.4 50 5 4.7 +9.1
IJS iShares S&P Small-Cap 600 Value ETF 2.4 18 37 9.3 +13.7
SLYV SPDR S&P 600 Small Cap Value ETF 2.3 15 40 9.3 +13.7
NBDS Neuberger Berman Disrupters ETF 2.3 55 0 1.8 +6.2
QQQ Invesco QQQ Trust Series I 2.3 20 35 4.2 +8.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.3 75 -20 3.4 +7.8
QQQM Invesco NASDAQ 100 ETF 2.3 15 40 4.3 +8.7
NUMG Nuveen ESG Mid-Cap Growth ETF 2.3 31 24 3.8 +8.2
DSI iShares MSCI KLD 400 Social ETF 2.3 25 30 4.9 +9.3
MGK Vanguard Mega Cap Growth ETF 2.3 7 48 3.9 +8.3
FIW First Trust Water ETF 2.3 53 2 4.6 +9.0
SUSL iShares ESG MSCI USA Leaders ETF 2.2 10 45 4.9 +9.3
NULC Nuveen ESG Large-Cap ETF 2.2 21 34 5.2 +9.6
MOON Direxion Moonshot Innovators ETF 2.2 65 -10 0.0 +4.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.2 30 25 12.6 +17.0
ILCG iShares Morningstar Growth ETF 2.2 4 51 3.8 +8.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.2 9 46 4.9 +9.3
NACP Impact Shares NAACP Minority Empowerment ETF 2.2 49 6 4.7 +9.1
EGUS iShares ESG Aware MSCI USA Growth ETF 2.2 18 37 4.0 +8.4
HJEN Direxion Hydrogen ETF 2.1 45 10 -2.9 +1.5
HDRO Defiance Next Gen H2 ETF 2.1 30 25 -8.9 -4.4
SCHG Schwab U.S. Large-Cap Growth ETF 2.1 4 51 4.0 +8.4
KOMP SPDR S&P Kensho New Economies Composite ETF 2.1 20 35 2.0 +6.4
VUG Vanguard Growth ETF 2.1 4 51 3.8 +8.3
USMC Principal U.S. Mega-Cap ETF 2.1 12 43 4.7 +9.1
GGRW Gabelli Growth Innovators ETF 2.1 90 -35 2.1 +6.5
QQQN VictoryShares Nasdaq Next 50 ETF 2.0 18 37 4.5 +8.9
EQAL Invesco Russell 1000 Equal Weight ETF 2.0 20 35 5.9 +10.3
TMFC Motley Fool 100 Index ETF 2.0 50 5 3.6 +8.0
IWY iShares Russell Top 200 Growth ETF 2.0 20 35 4.5 +8.9
CGRO CoreValues Alpha Greater China Growth ETF 2.0 75 -20 1.3 +5.7
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 2.0 40 15 4.2 +8.6
SNSR Global X Internet of Things ETF 2.0 68 -13 4.1 +8.5
IVW iShares S&P 500 Growth ETF 2.0 18 37 4.1 +8.5
VOOG Vanguard S&P 500 Growth ETF 2.0 10 45 4.2 +8.6
SPYG SPDR Portfolio S&P 500 Growth ETF 2.0 4 51 4.2 +8.6
BLLD JPMorgan Sustainable Infrastructure ETF 2.0 49 6 6.0 +10.4
GINN Goldman Sachs Innovate Equity ETF 1.9 52 3 2.5 +6.9
IYM iShares U.S. Basic Materials ETF 1.9 40 15 6.8 +11.2
VRAI Virtus Real Asset Income ETF 1.9 55 0 8.9 +13.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.9 7 48 4.9 +9.3
SPXT ProShares S&P 500 Ex-Technology ETF 1.9 9 46 5.6 +10.0
ZSB USCF Sustainable Battery Metals Strategy Fund 1.9 61 -6 16.3 +20.7
SPRX Spear Alpha ETF 1.9 75 -20 2.9 +7.3
IUSG iShares Core S&P U.S. Growth ETF 1.9 4 51 4.3 +8.7
WDNA WisdomTree BioRevolution Fund 1.9 45 10 -3.7 +0.7
EQRR ProShares Equities for Rising Rates ETF 1.9 35 20 8.2 +12.6
XLG Invesco S&P 500 Top 50 ETF 1.9 20 35 4.3 +8.7
IWF iShares Russell 1000 Growth ETF 1.9 19 36 4.4 +8.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.9 45 10 4.2 +8.7
VONG Vanguard Russell 1000 Growth ETF 1.8 8 47 4.5 +8.9
TMFS Motley Fool Small-Cap Growth ETF 1.8 85 -30 3.2 +7.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.8 60 -5 5.5 +9.9
TEMP JPMorgan Climate Change Solutions ETF 1.8 49 6 4.4 +8.8
SNPE Xtrackers S&P 500 ESG ETF 1.8 10 45 5.0 +9.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.8 39 16 9.3 +13.7
ETHO Etho Climate Leadership U.S. ETF 1.8 47 8 3.7 +8.1
PBJ Invesco Food & Beverage ETF 1.8 57 -2 5.8 +10.2
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 1.8 60 -5 4.5 +8.9
CALF Pacer US Small Cap Cash Cows 100 ETF 1.8 59 -4 11.6 +16.1
SQLV Royce Quant Small-Cap Quality Value ETF 1.8 60 -5 9.0 +13.4
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 35 4.3 +8.7
QQQS Invesco NASDAQ Future Gen 200 ETF 1.7 20 35 -7.1 -2.7
HAP VanEck Natural Resources ETF 1.7 50 5 9.9 +14.3
XNTK SPDR NYSE Technology ETF 1.7 35 20 3.6 +8.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.7 35 20 6.1 +10.5
SPXN ProShares S&P 500 Ex-Financials ETF 1.7 9 46 4.9 +9.3
PHO Invesco Water Resources ETF 1.7 60 -5 4.3 +8.7
ISRA VanEck Israel ETF 1.7 59 -4 8.6 +13.0
AOTG AOT Growth and Innovation ETF 1.7 75 -20 2.9 +7.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.7 15 40 4.7 +9.1
VOT Vanguard Mid-Cap Growth ETF 1.7 7 48 4.1 +8.5
BTEK Future Tech ETF 1.6 88 -33 1.8 +6.2
ESIX SPDR S&P SmallCap 600 ESG ETF 1.6 12 43 8.1 +12.5
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.6 45 10 4.4 +8.8
FDMO Fidelity Momentum Factor ETF 1.6 15 40 3.5 +7.9
SPXV ProShares S&P 500 Ex-Health Care ETF 1.6 9 46 4.7 +9.1
STXG Strive 1000 Growth ETF 1.6 18 37 3.9 +8.3
PSCI Invesco S&P SmallCap Industrials ETF 1.6 29 26 5.8 +10.2
XOP SPDR S&P Oil & Gas Exploration & Production ETF 1.6 35 20 10.3 +14.7
STXK Strive Small-Cap ETF 1.6 18 37 5.4 +9.8
OEF iShares S&P 100 ETF 1.6 20 35 4.7 +9.1
MOO VanEck Agribusiness ETF 1.6 53 2 9.8 +14.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.6 14 41 5.2 +9.6
AIQ Global X Artificial Intelligence & Technology ETF 1.6 68 -13 3.7 +8.1
WUGI AXS Esoterica NextG Economy ETF 1.6 75 -20 1.8 +6.2
VBK Vanguard Small-Cap Growth ETF 1.6 7 48 1.5 +5.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.6 52 3 5.5 +9.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.6 39 16 4.5 +8.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.5 4 51 5.6 +10.0
NUMV Nuveen ESG Mid-Cap Value ETF 1.5 31 24 7.4 +11.8
ECML Euclidean Fundamental Value ETF 1.5 95 -40 13.6 +18.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.5 17 38 5.4 +9.8
VIOO Vanguard S&P Small-Cap 600 ETF 1.5 10 45 8.0 +12.4
IJR iShares Core S&P Small Cap ETF 1.5 6 49 8.1 +12.5
DFND Siren DIVCON Dividend Defender ETF 1.5 189 -134 4.4 +8.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.5 3 52 8.1 +12.5
FBCG Fidelity Blue Chip Growth ETF 1.5 59 -4 2.2 +6.7
YLDE ClearBridge Dividend Strategy ESG ETF 1.5 60 -5 5.3 +9.7
SPXE ProShares S&P 500 Ex-Energy ETF 1.5 9 46 4.9 +9.3
FLDZ RiverNorth Patriot ETF 1.5 75 -20 5.7 +10.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.5 15 40 8.2 +12.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.5 9 46 3.9 +8.3
OALC OneAscent Large Cap Core ETF 1.4 86 -31 5.7 +10.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.4 19 36 6.4 +10.8
QVML Invesco S&P 500 QVM Multi-factor ETF 1.4 11 44 4.9 +9.3
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 55 5.0 +9.4
ESGV Vanguard ESG U.S. Stock ETF 1.4 9 46 4.8 +9.2
VOTE TCW Transform 500 ETF 1.4 5 50 5.0 +9.4
XJR iShares ESG Screened S&P Small-Cap ETF 1.4 12 43 7.7 +12.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 48 4.9 +9.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.4 2 53 5.0 +9.4
BIBL Inspire 100 ETF 1.4 35 20 4.8 +9.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.4 80 -25 5.6 +10.0
ACVF American Conservative Values ETF 1.4 75 -20 4.2 +8.6
FPX First Trust US Equity Opportunities ETF 1.4 61 -6 0.7 +5.1
XVV iShares ESG Screened S&P 500 ETF 1.3 8 47 4.8 +9.2
SUSA iShares MSCI USA ESG Select ETF 1.3 25 30 5.1 +9.5
XLB Materials Select Sector SPDR Fund 1.3 9 46 5.8 +10.2
ISMD Inspire Small/Mid Cap ETF 1.3 54 1 6.0 +10.4
WLDR Affinity World Leaders Equity ETF 1.3 67 -12 8.6 +13.1
SFYX SoFi Next 500 ETF 1.3 0 55 5.0 +9.4
VEGI iShares MSCI Agriculture Producers ETF 1.3 39 16 9.6 +14.0
IWO iShares Russell 2000 Growth ETF 1.3 24 31 1.5 +5.9
VTWG Vanguard Russell 2000 Growth ETF 1.3 15 40 1.6 +6.0
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.3 61 -6 2.3 +6.7
IWL iShares Russell Top 200 ETF 1.3 15 40 4.7 +9.1
FMAT Fidelity MSCI Materials Index ETF 1.3 8 47 6.6 +11.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 43 4.8 +9.2
NANC Unusual Whales Subversive Democratic Trading ETF 1.3 75 -20 3.5 +7.9
DWX SPDR S&P International Dividend ETF 1.3 45 10 6.8 +11.2
MGC Vanguard Mega Cap ETF 1.3 7 48 4.8 +9.2
ISCG iShares Morningstar Small-Cap Growth ETF 1.3 6 49 2.4 +6.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.3 20 35 4.8 +9.2
AVSC Avantis U.S Small Cap Equity ETF 1.2 25 30 5.4 +9.8
PBUS Invesco MSCI USA ETF 1.2 4 51 5.0 +9.4
IVV iShares Core S&P 500 ETF 1.2 3 52 5.0 +9.4
VOO Vanguard S&P 500 ETF 1.2 3 52 5.0 +9.4
STRV Strive 500 ETF 1.2 5 50 4.9 +9.4
SPY SPDR S&P 500 ETF Trust 1.2 9 46 4.9 +9.4
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 40 5.0 +9.4
FID First Trust S&P International Dividend Aristocrats ETF 1.2 60 -5 9.5 +13.9
SPLG SPDR Portfolio S&P 500 ETF 1.2 2 53 5.0 +9.4
DFUS Dimensional U.S. Equity ETF 1.2 9 46 4.9 +9.3
JGRO JPMorgan Active Growth ETF 1.2 44 11 3.1 +7.6
RPG Invesco S&P 500 Pure Growth ETF 1.2 35 20 3.3 +7.7
IWM iShares Russell 2000 ETF 1.2 19 36 3.5 +8.0
NETZ TCW Transform Systems ETF 1.2 75 -20 3.6 +8.0
FYC First Trust Small Cap Growth AlphaDEX Fund 1.2 71 -16 1.0 +5.4
VTWO Vanguard Russell 2000 ETF 1.2 10 45 3.6 +8.1
SYNB Putnam BioRevolution ETF 1.2 70 -15 2.7 +7.1
RSSL Global X Russell 2000 ETF 1.2 8 47 3.6 +8.0
PSCF Invesco S&P SmallCap Financials ETF 1.2 29 26 10.4 +14.8
VV Vanguard Large-Cap ETF 1.2 4 51 4.9 +9.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.2 25 30 5.4 +9.9
SCHX Schwab U.S. Large-Cap ETF 1.2 3 52 5.0 +9.4
IYY iShares Dow Jones U.S. ETF 1.2 20 35 4.8 +9.2
GRPM Invesco S&P MidCap 400 GARP ETF 1.2 35 20 10.2 +14.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.2 3 52 4.9 +9.3
CATH Global X S&P 500 Catholic Values Custom ETF 1.2 29 26 4.9 +9.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.2 35 20 9.3 +13.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.2 3 52 5.2 +9.6
IWB iShares Russell 1000 ETF 1.2 15 40 4.9 +9.3
ILCB iShares Morningstar U.S. Equity ETF 1.2 3 52 5.0 +9.4
IWV iShares Russell 3000 ETF 1.2 20 35 4.8 +9.2
VONE Vanguard Russell 1000 ETF 1.2 8 47 5.0 +9.4
VTHR Vanguard Russell 3000 ETF 1.2 10 45 4.9 +9.3
SCHK Schwab 1000 Index ETF 1.2 5 50 5.0 +9.5
SCHB Schwab U.S. Broad Market ETF 1.2 3 52 4.9 +9.4
VTI Vanguard Total Stock Market ETF 1.2 3 52 4.9 +9.3
LEAD Siren DIVCON Leaders Dividend ETF 1.1 43 12 5.1 +9.5
HDUS Hartford Disciplined US Equity ETF 1.1 19 36 5.9 +10.3
MGMT Ballast Small/Mid Cap ETF 1.1 110 -55 8.0 +12.4
SIXS ETC 6 Meridian Small Cap Equity ETF 1.1 89 -34 9.3 +13.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.1 55 0 3.7 +8.1
EMLP First Trust North American Energy Infrastructure Fund 1.1 95 -40 5.5 +9.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.1 30 25 7.6 +12.0
RVRB Reverb ETF 1.1 30 25 4.7 +9.1
FSST Fidelity Sustainable U.S. Equity ETF 1.1 59 -4 4.7 +9.1
IWN iShares Russell 2000 Value ETF 1.1 24 31 5.5 +9.9
VTWV Vanguard Russell 2000 Value ETF 1.1 15 40 5.6 +10.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.1 36 19 11.6 +16.0
ADME Aptus Drawdown Managed Equity ETF 1.1 79 -24 4.1 +8.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.1 58 -3 4.7 +9.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 46 5.3 +9.7
SSLY Syntax Stratified SmallCap ETF 1.1 40 15 7.5 +11.9
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.1 15 40 10.3 +14.7
SDIV Global X Superdividend ETF 1.1 58 -3 17.1 +21.6
ISCB iShares Morningstar Small-Cap ETF 1.0 4 51 5.3 +9.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.0 49 6 4.5 +8.9
FDEV Fidelity International Multifactor ETF 1.0 18 37 7.3 +11.7
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 15 7.3 +11.7
FDWM Fidelity Women's Leadership ETF 1.0 59 -4 4.7 +9.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.0 9 46 6.0 +10.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.0 60 -5 0.0 +4.4
DFAS Dimensional U.S. Small Cap ETF 1.0 26 29 6.1 +10.5
TPSC Timothy Plan US Small Cap Core ETF 1.0 52 3 7.7 +12.1
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 30 6.6 +11.1
PEXL Pacer US Export Leaders ETF 1.0 60 -5 4.9 +9.3
WDIV SPDR S&P Global Dividend ETF 1.0 40 15 10.0 +14.4
APUE ActivePassive U.S. Equity ETF 1.0 45 10 4.7 +9.1
NULV Nuveen ESG Large-Cap Value ETF 1.0 26 29 7.1 +11.5
SFY SoFi Select 500 ETF 1.0 0 55 4.2 +8.6
VUSE Vident U.S. Equity Strategy ETF 0.9 50 5 3.5 +7.9
TOK iShares MSCI Kokusai ETF 0.9 26 29 5.1 +9.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.9 45 10 1.3 +5.7
SIZE iShares MSCI USA Size Factor ETF 0.9 15 40 6.0 +10.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 40 5.7 +10.1
MDYV SPDR S&P 400 Mid Cap Value ETF 0.9 15 40 8.2 +12.6
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 49 4.3 +8.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 15 40 8.1 +12.6
RSP Invesco S&P 500 Equal Weight ETF 0.9 20 35 6.2 +10.6
EUSA iShares MSCI USA Equal Weighted ETF 0.9 9 46 6.2 +10.6
IJJ iShares S&P Mid-Cap 400 Value ETF 0.9 18 37 8.2 +12.6
VB Vanguard Small-Cap ETF 0.9 5 50 5.4 +9.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 35 5.3 +9.7
FUTY Fidelity MSCI Utilities Index ETF 0.9 8 47 6.1 +10.5
QLC FlexShares US Quality Large Cap Index Fund 0.9 25 30 5.3 +9.7
VAW Vanguard Materials ETF 0.9 10 45 6.5 +10.9
DFAU Dimensional US Core Equity Market ETF 0.9 12 43 5.1 +9.5
JHMM John Hancock Multifactor Mid Cap ETF 0.9 42 13 6.6 +11.1
DFSV Dimensional US Small Cap Value ETF 0.9 31 24 9.1 +13.5
URTH iShares MSCI World ETF 0.9 24 31 5.2 +9.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 40 7.3 +11.7
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.9 42 13 7.6 +12.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 20 7.7 +12.1
IWS iShares Russell Mid-Cap Value ETF 0.9 23 32 6.6 +11.0
VPU Vanguard Utilities ETF 0.9 10 45 6.1 +10.5
DFNV Donoghue Forlines Innovation ETF 0.9 69 -14 4.7 +9.1
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.9 47 8 9.8 +14.2
VXF Vanguard Extended Market ETF 0.9 6 49 4.2 +8.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.9 58 -3 5.4 +9.8
EES WisdomTree U.S. SmallCap Fund 0.9 38 17 10.5 +14.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.9 52 3 5.4 +9.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.8 75 -20 3.0 +7.4
WBIY WBI Power Factor High Dividend ETF 0.8 100 -45 10.9 +15.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.8 61 -6 6.4 +10.8
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 49 8.1 +12.6
VO Vanguard Mid-Cap ETF 0.8 4 51 5.9 +10.3
AVUS Avantis U.S. Equity ETF 0.8 15 40 5.9 +10.3
SCHA Schwab U.S. Small-Cap ETF 0.8 4 51 4.8 +9.2
PRN Invesco Dorsey Wright Industrials Momentum ETF 0.8 60 -5 4.7 +9.1
CGDV Capital Group Dividend Value ETF 0.8 33 22 5.6 +10.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.8 64 -9 2.1 +6.5
ACWI iShares MSCI ACWI ETF 0.8 32 23 5.3 +9.7
FDM First Trust Dow Jones Select MicroCap Index Fund 0.8 60 -5 8.0 +12.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.8 35 20 6.7 +11.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.8 70 -15 2.2 +6.6
IWR iShares Russell Midcap ETF 0.8 19 36 5.7 +10.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.8 35 20 10.4 +14.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.7 35 20 4.7 +9.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.7 65 -10 8.3 +12.7
SSPY Syntax Stratified LargeCap ETF 0.7 30 25 6.5 +10.9
CHGX AXS Change Finance ESG ETF 0.7 49 6 4.9 +9.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.7 9 46 5.5 +9.9
DFSU Dimensional US Sustainability Core 1 ETF 0.7 18 37 5.5 +9.9
DFAT Dimensional U.S. Targeted Value ETF 0.7 28 27 8.4 +12.9
VT Vanguard Total World Stock ETF 0.7 7 48 5.5 +9.9
LRND IQ U.S. Large Cap R&D Leaders ETF 0.7 14 41 5.8 +10.2
JHML John Hancock Multifactor Large Cap ETF 0.7 29 26 5.5 +9.9
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 26 5.2 +9.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.7 7 48 5.7 +10.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.7 61 -6 -1.5 +2.9
EPS WisdomTree U.S. LargeCap Fund 0.7 8 47 6.1 +10.5
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.7 35 20 5.2 +9.6
KRMA Global X Conscious Companies ETF 0.7 43 12 5.6 +10.0
BLES Inspire Global Hope ETF 0.7 61 -6 6.3 +10.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.7 9 46 5.6 +10.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.7 60 -5 7.1 +11.5
GSPY Gotham Enhanced 500 ETF 0.7 50 5 5.1 +9.5
SMDY Syntax Stratified MidCap ETF 0.7 35 20 6.1 +10.5
AIEQ AI Powered Equity ETF 0.7 75 -20 5.9 +10.3
RWL Invesco S&P 500 Revenue ETF 0.7 39 16 6.7 +11.1
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 0.7 69 -14 8.9 +13.3
IJT iShares S&P Small-Cap 600 Growth ETF 0.7 18 37 6.8 +11.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.7 15 40 6.9 +11.3
FYT First Trust Small Cap Value AlphaDEX Fund 0.7 73 -18 11.3 +15.7
INNO Harbor Disruptive Innovation ETF 0.7 75 -20 -3.5 +1.0
SLYG SPDR S&P 600 Small Cap Growth ETF 0.7 15 40 6.8 +11.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.6 15 40 6.3 +10.7
FTC First Trust Large Cap Growth AlphaDEX Fund 0.6 59 -4 2.7 +7.1
CACG ClearBridge All Cap Growth ESG ETF 0.6 54 1 3.3 +7.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.6 15 40 7.1 +11.5
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 17 8.6 +13.0
IMCB iShares Morningstar Mid-Cap ETF 0.6 4 51 6.2 +10.6
VLU SPDR S&P 1500 Value Tilt ETF 0.6 12 43 7.3 +11.7
DWLD Davis Select Worldwide ETF 0.6 63 -8 5.7 +10.1
DFAC Dimensional U.S. Core Equity 2 ETF 0.6 17 38 5.5 +9.9
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 13 6.2 +10.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.6 12 43 4.3 +8.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 30 8.7 +13.1
VLUE iShares MSCI USA Value Factor ETF 0.6 15 40 10.9 +15.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.6 12 43 6.8 +11.2
LRGF iShares U.S. Equity Factor ETF 0.6 8 47 5.6 +10.0
PTL Inspire 500 ETF 0.6 9 46 5.7 +10.1
SDY SPDR S&P Dividend ETF 0.6 35 20 6.4 +10.8
BFOR ALPS Barron's 400 ETF 0.5 65 -10 6.6 +11.0
BOUT Innovator IBD Breakout Opportunities ETF 0.5 81 -26 3.3 +7.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 35 6.0 +10.4
MXI iShares Global Materials ETF 0.5 41 14 6.8 +11.2
VGT Vanguard Information Technology ETF 0.5 10 45 4.0 +8.5
IWP iShares Russell Mid-Cap Growth ETF 0.5 23 32 3.9 +8.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.5 59 -4 8.3 +12.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 30 6.8 +11.2
MDY SPDR S&P Midcap 400 ETF Trust 0.5 23 32 6.7 +11.1
AFSM First Trust Active Factor Small Cap ETF 0.5 75 -20 7.2 +11.6
LRGE ClearBridge Large Cap Growth ESG ETF 0.5 59 -4 3.2 +7.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.5 24 31 7.7 +12.2
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.5 3 52 6.9 +11.3
IJH iShares Core S&P Mid-Cap ETF 0.5 5 50 6.9 +11.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 51 6.1 +10.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.5 29 26 7.3 +11.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.5 11 44 5.0 +9.4
KOCG FIS Knights of Columbus Global Belief ETF 0.5 75 -20 5.1 +9.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.5 70 -15 11.0 +15.4
RNSC Furst Trust Small Cap US Equity Select ETF 0.5 60 -5 8.4 +12.8
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 28 9.1 +13.5
DSMC Distillate Small/Mid Cash Flow ETF 0.5 55 0 12.0 +16.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 35 6.7 +11.1
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.5 8 47 6.0 +10.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.5 95 -40 1.6 +6.0
XLK Technology Select Sector SPDR Fund 0.5 9 46 4.7 +9.1
RPV Invesco S&P 500 Pure Value ETF 0.5 35 20 10.2 +14.7
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 16 7.6 +12.0
IWC iShares Micro-Cap ETF 0.5 60 -5 -4.2 +0.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.4 24 31 7.9 +12.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.4 39 16 8.9 +13.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.4 10 45 6.8 +11.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 49 8.1 +12.5
QLV FlexShares US Quality Low Volatility Index Fund 0.4 22 33 5.0 +9.4
DFUV Dimensional US Marketwide Value ETF 0.4 22 33 7.8 +12.2
IGM iShares Expanded Tech Sector ETF 0.4 41 14 4.0 +8.4
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 30 10.3 +14.7
QDEF FlexShares Quality Dividend Defensive Index Fund 0.4 37 18 4.5 +8.9
IDU iShares U.S. Utilities ETF 0.4 40 15 5.4 +9.8
FIDU Fidelity MSCI Industrial Index ETF 0.4 8 47 4.8 +9.2
DARP Grizzle Growth ETF 0.4 75 -20 2.8 +7.2
DFIS Dimensional International Small Cap ETF 0.4 39 16 6.6 +11.0
VDC Vanguard Consumer Staples ETF 0.4 10 45 6.1 +10.5
DGT SPDR Global Dow ETF 0.4 50 5 6.6 +11.0
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.4 40 15 10.3 +14.7
TTAC FCF US Quality ETF 0.4 59 -4 6.2 +10.6
SMLF iShares U.S. SmallCap Equity Factor ETF 0.4 15 40 5.9 +10.3
PRF Invesco FTSE RAFI US 1000 ETF 0.4 39 16 7.2 +11.6
CFA VictoryShares US 500 Volatility Wtd ETF 0.4 35 20 6.0 +10.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.4 40 15 6.0 +10.4
WRND IQ Global Equity R&D Leaders ETF 0.4 18 37 6.8 +11.2
VBR Vanguard Small Cap Value ETF 0.4 7 48 8.3 +12.7
VIS Vanguard Industrials ETF 0.4 10 45 4.5 +8.9
FTEC Fidelity MSCI Information Technology Index ETF 0.4 8 47 4.3 +8.7
FTRI First Trust Indxx Global Natural Resources Income ETF 0.4 70 -15 11.3 +15.7
SVAL iShares US Small Cap Value Factor ETF 0.4 20 35 11.8 +16.2
IUS Invesco RAFI Strategic US ETF 0.4 19 36 7.2 +11.6
SCHC Schwab International Small-Cap Equity ETF 0.4 11 44 6.3 +10.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -10 1.5 +6.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.4 80 -25 6.6 +11.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 16 8.6 +13.0
FSMD Fidelity Small-Mid Multifactor ETF 0.3 15 40 7.6 +12.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.3 38 17 6.7 +11.1
GLIF AGF Global Infrastructure ETF 0.3 45 10 5.3 +9.7
SPVU Invesco S&P 500 Enhanced Value ETF 0.3 13 42 9.6 +14.0
SOXX iShares Semiconductor ETF 0.3 35 20 4.4 +8.8
GNR SPDR S&P Global Natural Resources ETF 0.3 40 15 9.9 +14.3
VONV Vanguard Russell 1000 Value ETF 0.3 8 47 6.7 +11.1
IWD iShares Russell 1000 Value ETF 0.3 19 36 6.6 +11.1
VFVA Vanguard U.S. Value Factor ETF 0.3 13 42 10.8 +15.2
IUSV iShares Core S&P US Value ETF 0.3 4 51 6.9 +11.3
VFQY Vanguard U.S. Quality Factor ETF 0.3 13 42 7.1 +11.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.3 18 37 6.3 +10.7
IXN iShares Global Tech ETF 0.3 41 14 3.8 +8.2
QUS SPDR MSCI USA StrategicFactors ETF 0.3 15 40 5.9 +10.3
FAB First Trust Multi Cap Value AlphaDEX Fund 0.3 67 -12 9.8 +14.2
SMMD iShares Russell 2500 ETF 0.3 15 40 6.1 +10.5
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 51 6.4 +10.8
IYK iShares U.S. Consumer Staples ETF 0.3 40 15 6.7 +11.1
IVE iShares S&P 500 Value ETF 0.3 18 37 6.7 +11.1
VOOV Vanguard S&P 500 Value ETF 0.3 10 45 6.7 +11.1
SPYV SPDR Portfolio S&P 500 Value ETF 0.3 4 51 6.8 +11.2
SOXQ Invesco PHLX Semiconductor ETF 0.3 19 36 4.2 +8.7
GLOF iShares Global Equity Factor ETF 0.3 20 35 6.8 +11.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 40 7.1 +11.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 7 48 6.4 +10.8
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 -10 7.5 +11.9
USXF iShares ESG Advanced MSCI USA ETF 0.2 10 45 4.8 +9.3
XPND First Trust Expanded Technology ETF 0.2 65 -10 3.6 +8.0
SPHQ Invesco S&P 500 Quality ETF 0.2 15 40 5.0 +9.4
EWC iShares MSCI Canada ETF 0.2 50 5 7.1 +11.5
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 26 6.9 +11.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.2 29 26 9.2 +13.6
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 40 7.5 +11.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 30 7.0 +11.4
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -34 4.7 +9.1
ITAN Sparkline Intangible Value ETF 0.2 50 5 6.6 +11.0
FVAL Fidelity Value Factor ETF 0.2 15 40 7.3 +11.7
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 30 7.0 +11.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 6 6.6 +11.0
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 43 4.7 +9.2
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.2 20 35 6.9 +11.3
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 20 5.4 +9.8
ROSC Hartford Multifactor Small Cap ETF 0.2 34 21 10.3 +14.7
RFDI First Trust Riverfront Dynamic Developed International ETF 0.2 83 -28 8.9 +13.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.2 75 -20 4.4 +8.8
RNMC First Trust Mid Cap US Equity Select ETF 0.2 60 -5 7.9 +12.3
EZM WisdomTree U.S. MidCap Fund 0.2 38 17 8.2 +12.6
HKND Humankind US Stock ETF 0.2 11 44 6.8 +11.2
VFMO Vanguard U.S. Momentum Factor ETF 0.2 13 42 2.7 +7.1
EVUS iShares ESG Aware MSCI USA Value ETF 0.2 18 37 6.7 +11.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.2 10 45 5.1 +9.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.2 50 5 4.4 +8.8
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -10 4.5 +8.9
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 25 5.9 +10.3
DFLV Dimensional US Large Cap Value ETF 0.2 22 33 8.0 +12.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.2 20 35 4.5 +8.9
STXV Strive 1000 Value ETF 0.1 18 37 7.9 +12.3
GVLU Gotham 1000 Value ETF 0.1 50 5 7.5 +11.9
EATV VegTech Plant-based Innovation & Climate ETF 0.1 75 -20 3.1 +7.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.1 38 17 8.2 +12.6
ISZE iShares MSCI Intl Size Factor ETF 0.1 30 25 6.8 +11.2
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 40 5.2 +9.6
VDE Vanguard Energy ETF 0.1 10 45 7.6 +12.0
IJK iShares S&P Mid-Cap 400 Growth ETF 0.1 17 38 5.8 +10.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.1 15 40 5.8 +10.3
DHS WisdomTree U.S. High Dividend Fund 0.1 38 17 8.8 +13.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.1 60 -5 5.2 +9.6
FENY Fidelity MSCI Energy Index ETF 0.1 8 47 7.6 +12.0
VOE Vanguard Mid-Cap Value ETF 0.1 7 48 7.5 +11.9
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 35 10.2 +14.6
DEW WisdomTree Global High Dividend Fund 0.1 58 -3 9.1 +13.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.1 15 40 5.8 +10.2
ROUS Hartford Multifactor US Equity ETF 0.1 19 36 6.3 +10.7
DISV Dimensional International Small Cap Value ETF 0.1 42 13 9.1 +13.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 35 4.8 +9.2
ILCV iShares Morningstar Value ETF 0.1 4 51 6.7 +11.1
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 37 4.1 +8.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 35 8.0 +12.4
PSC Principal U.S. Small-Cap ETF 0.1 38 17 6.6 +11.0
USMV iShares MSCI USA Min Vol Factor ETF 0.1 15 40 6.0 +10.4
XSHQ Invesco S&P SmallCap Quality ETF 0.1 29 26 10.6 +15.0
VIG Vanguard Dividend Appreciation ETF 0.1 6 49 5.7 +10.2
AVDE Avantis International Equity ETF 0.1 23 32 7.7 +12.2
DFIC Dimensional International Core Equity 2 ETF 0.1 23 32 7.4 +11.8
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -20 4.9 +9.3
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 43 8.2 +12.6
VFMF Vanguard U.S. Multifactor ETF 0.1 18 37 8.8 +13.2
AVIV Avantis International Large Cap Value ETF 0.1 25 30 8.9 +13.3
PFM Invesco Dividend Achievers ETF 0.1 53 2 5.5 +10.0
ONEO SPDR Russell 1000 Momentum Focus ETF 0.1 20 35 7.2 +11.6
RECS Columbia Research Enhanced Core ETF 0.1 15 40 5.4 +9.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 26 6.1 +10.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.1 29 26 8.7 +13.1
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 27 6.4 +10.8
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 51 6.7 +11.1
VFH Vanguard Financials ETF 0.1 10 45 6.6 +11.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 16 6.8 +11.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 25 7.7 +12.1
DFAI Dimensional International Core Equity Market ETF 0.0 18 37 6.8 +11.2
SHE SPDR MSCI USA Gender Diversity ETF 0.0 20 35 4.8 +9.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 16 7.1 +11.5
FNCL Fidelity MSCI Financials Index ETF 0.0 8 47 6.6 +11.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.0 18 37 7.6 +12.0
DGRO iShares Core Dividend Growth ETF 0.0 8 47 6.5 +10.9
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 51 6.7 +11.2
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 31 6.1 +10.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 52 6.7 +11.1
REVS Columbia Research Enhanced Value ETF 0.0 19 36 7.9 +12.3
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 38 7.1 +11.5
VEA Vanguard FTSE Developed Markets ETF 0.0 5 50 6.8 +11.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.0 25 30 7.3 +11.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 13 4.9 +9.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 10 8.5 +12.9
IYW iShares U.S. Technology ETF 0.0 40 15 3.9 +8.3
BKIE BNY Mellon International Equity ETF 0.0 4 51 6.7 +11.1
VXUS Vanguard Total International Stock ETF 0.0 7 48 6.8 +11.2
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 48 6.9 +11.3
VTV Vanguard Value ETF 0.0 4 51 6.9 +11.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 16 7.4 +11.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 30 9.0 +13.4
DIVB iShares Core Dividend ETF 0.0 5 50 7.9 +12.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 14 6.5 +10.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 34 21 6.6 +11.1
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 6 5.7 +10.1
VSGX Vanguard ESG International Stock ETF 0.0 12 43 6.5 +10.9
VYM Vanguard High Dividend Yield Index ETF 0.0 6 49 7.3 +11.7
AVDV Avantis International Small Cap Value ETF 0.0 36 19 7.7 +12.1
KRUZ Unusual Whales Subversive Republican Trading ETF 0.0 75 -20 5.5 +9.9
DGRW WisdomTree US Quality Dividend Growth Fund 0.0 28 27 5.9 +10.3
DUHP Dimensional US High Profitability ETF 0.0 21 34 6.5 +10.9
DFIV Dimensional International Value ETF 0.0 27 28 9.9 +14.3
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.0 29 26 0.0 +4.4
PSCE Invesco S&P SmallCap Energy ETF 0.0 29 26 0.0 +4.4

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share 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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
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 1.7 x
Less: Expense ratio 55 bp
Equals: ALTAR Score -4.4 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.50 CATEGORY
AVERAGE
1.57
 
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.