ALPS Clean Energy ETF
ALTAR
Score™		 -2.5% info Recommen-
dation		 AVOID
2023E    2024E
P/E
ratio		 -434.9x P/Sales
ratio		 2.2x
P/BV
ratio		 2.2x Div.
yield		 1.6%


  • 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) $458
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 47
Wgt avg mkt cap (mns) $33,549
Large cap (>$10bn) 22.9%
Mid cap ($2-10bn) 64.0%
Small cap (<$2bn) 11.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
BROOKFIELD RENEWABLE PARTNERS LP 6.4 %
DARLING INTERNATIONAL INC 5.9 %
FIRST SOLAR INC 5.7 %
TESLA MOTORS INC 5.3 %
NORTHLAND POWER INC 5.3 %
NEXTERA ENERGY PARTNERS LP 4.9 %
RIVIAN AUTOMOTIVE, INC. CLASS A 4.7 %
ALBEMARLE CORP 4.6 %
ENPHASE ENERGY INC 4.4 %
LUCID GROUP, INC. 4.4 %
Total 51.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 81.2 %
CANADA 12.4 %
BERMUDA 6.4 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-6.4% -14.4% -- -- 12.6%

Market Correlations
versus... Beta R-squared
S&P500 1.50 41%
MSCI EAFE 1.24 28%
MSCI Emg. Mkts. 1.19 27%

Technical Indicators
Recent close $42.62
30d moving avg. $42.87
Annualized volatility 42.4%
Short interest (ETF) 0.3%
Short interest (Underlying) 7.9%
Relative strength (RSI) 46

Liquidity measures
Avg. volume (thou.) 77
Turnover 0.7%
Bid/Ask (% of price) 0.22%
ADV underlying (mns) $1,670

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 623 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 46.1 58 -3 -0.2 +2.4
RNEW VanEck Green Infrastructure ETF 38.1 45 10 1.0 +3.5
FRNW Fidelity Clean Energy ETF 29.0 39 16 2.0 +4.5
ERTH Invesco MSCI Sustainable Future ETF 25.5 56 -1 4.5 +7.0
ICLN iShares Global Clean Energy ETF 25.5 40 15 3.5 +6.0
PBW Invesco WilderHill Clean Energy ETF 25.4 61 -6 -7.0 -4.4
TAN Invesco Solar ETF 23.7 69 -14 4.4 +6.9
CNRG SPDR S&P Kensho Clean Power ETF 23.6 45 10 2.8 +5.3
CTEC Global X CleanTech ETF 23.0 50 5 2.6 +5.1
RNRG Global X Renewable Energy Producers ETF 21.8 65 -10 3.7 +6.3
VCLN Virtus Duff & Phelps Clean Energy ETF 21.7 59 -4 3.9 +6.5
MVPS Amplify Thematic All-Stars ETF 19.8 49 6 2.1 +4.6
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 19.4 35 20 3.5 +6.1
SMOG VanEck Low Carbon Energy ETF 18.9 55 0 3.1 +5.6
PBD Invesco Global Clean Energy ETF 18.3 75 -20 -0.6 +1.9
LZRD Parabla Innovation ETF 18.0 69 -14 -5.2 -2.7
BNE Blue Horizon BNE ETF 17.4 87 -32 4.3 +6.8
RAYS Global X Solar ETF 17.1 50 5 3.6 +6.1
ENRG SoFi Smart Energy ETF 16.4 59 -4 -1.7 +0.8
LIT Global X Lithium & Battery Tech ETF 16.0 75 -20 4.7 +7.3
DKRB Subversive Decarbonization ETF 15.8 75 -20 2.5 +5.0
SOLR SmartETFs Sustainable Energy II Fund 15.8 79 -24 3.8 +6.3
IDRV iShares Self-driving EV & Tech ETF 15.5 47 8 1.1 +3.6
NZRO Strategy Shares Halt Climate Change ETF 15.2 95 -40 2.0 +4.5
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 14.2 70 -15 3.3 +5.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 13.8 39 16 -1.2 +1.3
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 13.1 45 10 5.2 +7.7
BATT Amplify Lithium & Battery Technology ETF 12.2 59 -4 4.8 +7.3
FAN First Trust Global Wind Energy ETF 11.5 62 -7 4.5 +7.0
SFYF SoFi 50 ETF 11.4 29 26 -6.7 -4.2
ETEC iShares Breakthrough Environmental Solutions ETF 11.2 47 8 5.3 +7.8
BUZZ VanEck Social Sentiment ETF 11.2 75 -20 2.3 +4.8
WNDY Global X Wind Energy ETF 10.0 50 5 4.0 +6.5
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 9.8 75 -20 6.5 +9.0
FFND Future Fund Active ETF 9.1 101 -46 2.5 +5.0
LITP Sprott Lithium Miners ETF 8.9 65 -10 8.8 +11.3
ECLN First Trust EIP Carbon Impact ETF 8.9 95 -40 4.7 +7.2
SIMS SPDR S&P Kensho Intelligent Structures ETF 8.8 45 10 0.9 +3.4
DRIV Global X Autonomous & Electric Vehicles ETF 8.5 68 -13 4.7 +7.2
ION ProShares S&P Global Core Battery Metals ETF 8.3 58 -3 11.0 +13.5
GGRW Gabelli Growth Innovators ETF 8.2 90 -35 3.5 +6.0
HAIL SPDR S&P Kensho Smart Mobility ETF 8.0 45 10 -4.3 -1.7
CARZ First Trust NASDAQ Global Auto Index Fund 8.0 70 -15 5.4 +7.9
MEME Roundhill MEME ETF 8.0 69 -14 -1.4 +1.2
PWC Invesco Dynamic Market ETF 7.4 60 -5 7.9 +10.5
DMAT Global X Disruptive Materials ETF 7.0 59 -4 10.3 +12.8
GK AdvisorShares Gerber Kawasaki ETF 6.9 81 -26 5.3 +7.8
GSFP Goldman Sachs Future Planet Equity ETF 6.9 75 -20 4.0 +6.5
ETHO Etho Climate Leadership U.S. ETF 6.8 47 8 5.7 +8.3
SETM Sprott Energy Transition Materials ETF 6.7 65 -10 5.4 +8.0
TRFM AAM Transformers ETF 6.6 49 6 2.2 +4.8
IQM Franklin Intelligent Machines ETF 6.2 50 5 3.7 +6.3
AIEQ AI Powered Equity ETF 6.1 75 -20 2.6 +5.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.8 60 -5 5.2 +7.7
KOMP SPDR Kensho New Economies Composite ETF 5.7 20 35 -1.0 +1.5
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 5.7 85 -30 9.5 +12.0
GMET VanEck Green Metals ETF 5.6 59 -4 10.8 +13.3
NUMG Nuveen ESG Mid-Cap Growth ETF 5.6 30 25 4.7 +7.2
IYC iShares U.S. Consumer Services ETF 5.6 39 16 4.3 +6.8
ECOZ TrueMark ESG Active Opportunities ETF 5.6 58 -3 5.2 +7.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 5.5 8 47 5.6 +8.1
VCR Vanguard Consumer Discretionary Index Fund 5.5 10 45 5.3 +7.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 5.4 63 -8 5.0 +7.5
FDG American Century Focused Dynamic Growth ETF 5.3 45 10 3.1 +5.6
FTXR First Trust Nasdaq Transportation ETF 5.3 60 -5 7.6 +10.2
ARKK ARK Innovation ETF 5.3 75 -20 -6.6 -4.1
YALL God Bless America ETF 5.3 65 -10 3.8 +6.3
XLY Consumer Discretionary Select Sector SPDR Fund 5.3 10 45 5.6 +8.1
ARKQ Ark Autonomous Tech. & Robotics ETF 5.3 75 -20 2.1 +4.6
ARKW ARK Web x.0 ETF 5.3 83 -28 -5.2 -2.7
RXI iShares Global Consumer Discretionary ETF 5.3 40 15 6.5 +9.1
CLNR IQ Cleaner Transport ETF 5.1 45 10 6.9 +9.4
SHOC Strive U.S. Semiconductor ETF 4.7 40 15 6.5 +9.1
FXG First Trust Consumer Staples AlphaDEX Fund 4.6 64 -9 7.4 +9.9
OCEN IQ Clean Oceans ETF 4.5 45 10 6.8 +9.3
HYDR Global X Hydrogen ETF 4.5 50 5 -7.6 -5.1
JZRO Janus Henderson Net Zero Transition Resources ETF 4.5 60 -5 7.8 +10.3
NULG Nuveen ESG Large-Cap Growth ETF 4.4 25 30 5.1 +7.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 4.3 45 10 3.3 +5.9
DTEC ALPS Disruptive Technologies ETF 4.3 50 5 4.4 +7.0
REMX VanEck Rare Earth/Strategic Metals ETF 4.3 53 2 8.8 +11.3
PSCM Invesco S&P SmallCap Materials ETF 4.3 29 26 7.1 +9.6
SXUS Janus Henderson International Sustainable Equity ETF 4.3 60 -5 4.3 +6.9
BECO BlackRock Future Climate and Sustainable Economy ETF 4.3 70 -15 5.1 +7.6
CGGR Capital Group Growth ETF 4.3 39 16 4.4 +6.9
PID Invesco International Dividend Achievers ETF 4.2 56 -1 7.8 +10.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.2 49 6 4.4 +6.9
RUFF Alpha Dog ETF 4.1 90 -35 5.9 +8.4
XT iShares Exponential Technologies ETF 4.1 46 9 3.7 +6.2
VEGN US Vegan Climate ETF 4.1 60 -5 5.7 +8.2
EVX VanEck Environmental Services ETF 4.1 55 0 3.7 +6.2
MRND IQ U.S. Mid Cap R&D Leaders ETF 3.9 16 39 -1.0 +1.5
QGRW WisdomTree U.S. Quality Growth Fund 3.8 28 27 5.4 +8.0
BTEK BlackRock Future Tech ETF 3.8 88 -33 0.7 +3.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.7 57 -2 5.2 +7.7
FTGS First Trust Growth Strength ETF 3.7 60 -5 9.1 +11.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.7 35 20 5.4 +7.9
SFY SoFi Select 500 ETF 3.6 0 55 6.6 +9.1
SNPG Xtrackers S&P 500 Growth ESG ETF 3.6 15 40 6.5 +9.0
QQQ Invesco QQQ Trust 3.5 20 35 5.3 +7.8
QQQM Invesco NASDAQ 100 ETF 3.5 15 40 5.6 +8.1
PTF Invesco DWA Technology Momentum ETF 3.5 60 -5 1.6 +4.1
SAMT Strategas Macro Thematic Opportunities ETF 3.5 65 -10 4.2 +6.7
AIQ Global X Future Analytics Tech ETF 3.4 68 -13 5.0 +7.5
FXZ First Trust Materials AlphaDEX Fund 3.3 64 -9 13.8 +16.3
NETZ Engine No 1 Transform Climate ETF 3.3 75 -20 6.8 +9.3
WUGI AXS Esoterica NextG Economy ETF 3.3 75 -20 3.0 +5.5
HJEN Direxion Hydrogen ETF 3.3 45 10 -0.3 +2.3
HDRO Defiance Next Gen H2 ETF 3.3 30 25 -8.6 -6.0
SDG iShares Sustainable MSCI Global Impact ETF 3.2 49 6 7.1 +9.6
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 3.2 21 34 4.3 +6.9
BKUS BNY Mellon Sustainable US Equity ETF 3.2 60 -5 5.5 +8.0
RTM Invesco S&P 500 Equal Weight Materials ETF 3.2 40 15 9.5 +12.0
IYE iShares U.S. Energy ETF 3.2 39 16 7.9 +10.4
AIRR First Trust RBA American Industrial Renaissance ETF 3.1 70 -15 7.0 +9.5
IYM iShares U.S. Basic Materials ETF 3.1 39 16 10.3 +12.8
ACSI American Customer Satisfaction Core Alpha ETF 3.1 65 -10 6.4 +8.9
FBCG Fidelity Blue Chip Growth ETF 3.1 59 -4 2.5 +5.0
EGUS iShares ESG Aware MSCI USA Growth ETF 3.1 15 40 5.1 +7.6
EMLP First Trust North American Energy Infrastructure Fund 3.1 95 -40 5.6 +8.2
TIME Clockwise Capital Innovation ETF 3.0 95 -40 3.0 +5.5
UTES Virtus Reaves Utilities ETF 3.0 49 6 5.6 +8.1
JGRO JPMorgan Active Growth ETF 3.0 44 11 4.5 +7.0
BBLU EA Bridgeway Blue Chip ETF 3.0 15 40 6.8 +9.3
FXU First Trust Utilities AlphaDEX Fund 3.0 64 -9 7.2 +9.7
MGK Vanguard Mega Cap Growth ETF 3.0 7 48 5.1 +7.6
MOTO SmartETFs Smart Transportation & Technology ETF 2.9 68 -13 7.8 +10.3
VOOG Vanguard S&P 500 Growth ETF 2.9 10 45 6.5 +9.0
IVW iShares S&P 500 Growth ETF 2.9 18 37 6.4 +8.9
BIBL Inspire ETF 2.9 35 20 6.0 +8.6
SPYG SPDR Portfolio S&P 500 Growth ETF 2.9 4 51 6.6 +9.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.9 10 45 6.0 +8.5
MDCP VictoryShares THB Mid Cap ESG ETF 2.9 55 0 6.4 +8.9
TMFC Motley Fool 100 Index ETF 2.9 50 5 4.8 +7.3
KCAL Subversive Food Security ETF 2.9 75 -20 7.6 +10.1
SCHG Schwab U.S. Large-Cap Growth ETF 2.9 40 15 4.7 +7.2
IPO Renaissance IPO ETF 2.9 60 -5 11.0 +13.5
VUG Vanguard Growth Index Fund 2.9 4 51 5.1 +7.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.8 10 45 5.9 +8.4
HLAL Wahed FTSE USA Shariah ETF 2.8 50 5 6.0 +8.5
IUSG iShares Core S&P US Growth ETF 2.8 4 51 6.6 +9.1
DSI iShares MSCI KLD 400 Social ETF 2.8 25 30 6.4 +8.9
XSD SPDR S&P Semiconductor ETF 2.8 35 20 6.9 +9.4
ILCG iShares Morningstar Growth ETF 2.8 4 51 5.1 +7.6
IWY iShares Russell Top 200 Growth ETF 2.8 20 35 5.7 +8.2
VBK Vanguard Small-Cap Growth Index Fund 2.8 7 48 1.6 +4.2
PYZ Invesco DWA Basic Materials Momentum ETF 2.8 60 -5 10.3 +12.8
SPHB Invesco S&P 500 High Beta ETF 2.8 25 30 4.7 +7.2
XLB Materials Select Sector SPDR Fund 2.7 10 45 8.3 +10.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.7 49 6 5.8 +8.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.7 65 -10 6.4 +8.9
SUSL iShares ESG MSCI USA Leaders ETF 2.7 10 45 6.4 +8.9
FXN First Trust Energy AlphaDEX Fund 2.7 64 -9 6.8 +9.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.7 10 45 6.4 +8.9
SMOT VanEck Morningstar SMID Moat ETF 2.6 49 6 8.9 +11.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.6 15 40 6.8 +9.3
RYT Invesco S&P 500 Equal Weight Technology ETF 2.6 40 15 6.8 +9.3
PSCT Invesco S&P SmallCap Information Technology ETF 2.5 29 26 6.2 +8.7
IWF iShares Russell 1000 Growth ETF 2.5 18 37 5.6 +8.2
VONG Vanguard Russell 1000 Growth Index Fund 2.5 8 47 5.7 +8.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.5 60 -5 5.3 +7.8
MOO VanEck Agribusiness ETF 2.5 52 3 9.6 +12.1
XLG Invesco S&P 500 Top 50 ETF 2.5 20 35 5.7 +8.2
VAW Vanguard Materials Index Fund 2.5 10 45 8.8 +11.4
FMAT Fidelity MSCI Materials Index ETF 2.5 84 -29 7.3 +9.8
QQQN VictoryShares Nasdaq Next 50 ETF 2.5 18 37 6.9 +9.4
WDNA WisdomTree BioRevolution Fund 2.5 45 10 -4.1 -1.6
OALC OneAscent Large Cap Core ETF 2.5 76 -21 6.6 +9.2
FIW First Trust Water ETF 2.4 53 2 4.8 +7.3
QQMG Invesco ESG NASDAQ 100 ETF 2.4 20 35 5.7 +8.2
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 2.4 12 43 6.4 +8.9
NACP Impact Shares NAACP Minority Empowerment ETF 2.4 49 6 6.2 +8.7
XNTK SPDR NYSE Technology ETF 2.4 35 20 4.7 +7.3
YLDE ClearBridge Dividend Strategy ESG ETF 2.3 59 -4 6.3 +8.8
ACVF American Conservative Values ETF 2.3 75 -20 5.6 +8.2
NULC Nuveen ESG Large-Cap ETF 2.3 20 35 6.5 +9.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.3 30 25 5.7 +8.2
MORT VanEck Mortgage REIT Income ETF 2.2 41 14 15.1 +17.6
REM iShares Mortgage Real Estate ETF 2.2 48 7 17.2 +19.7
SFYX Sofi Next 500 ETF 2.2 0 55 7.0 +9.5
XOUT GraniteShares XOUT U.S. Large Cap ETF 2.2 60 -5 5.8 +8.4
STXG Strive 1000 Growth ETF 2.2 18 37 5.4 +8.0
ZSB USCF Sustainable Battery Metals Strategy Fund 2.2 59 -4 5.2 +7.7
XOP SPDR S&P Oil & Gas Exploration & Production ETF 2.2 35 20 12.1 +14.6
NUSC Nuveen ESG Small-Cap ETF 2.2 30 25 5.9 +8.4
PSCE Invesco S&P SmallCap Energy ETF 2.2 29 26 7.0 +9.5
TMFX Motley Fool Next Index ETF 2.2 50 5 4.0 +6.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.1 7 48 6.3 +8.8
BOSS Global X Founder-Run Companies ETF 2.1 45 10 3.3 +5.8
VOT Vanguard Mid-Cap Growth Index Fund 2.1 7 48 5.2 +7.7
EATV VegTech Plant-based Innovation & Climate ETF 2.1 75 -20 2.8 +5.4
FDMO Fidelity Momentum Factor ETF 2.1 29 26 6.4 +8.9
DIV Global X SuperDividend US ETF 2.1 45 10 9.3 +11.8
OEF iShares S&P 100 ETF 2.1 20 35 6.1 +8.6
SPXT ProShares S&P 500 Ex-Technology ETF 2.1 27 28 6.9 +9.4
EGIS 2nd Vote Society Defended ETF 2.1 75 -20 7.4 +9.9
FQAL Fidelity Quality Factor ETF 2.0 29 26 7.4 +9.9
VEGI iShares MSCI Global Agriculture Producers ETF 2.0 39 16 9.5 +12.0
IQSU IQ Candriam ESG US Equity ETF 2.0 9 46 5.9 +8.4
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 2.0 50 5 3.6 +6.2
BLLD JPMorgan Sustainable Infrastructure ETF 1.9 49 6 6.1 +8.6
EQRR ProShares Equities for Rising Rates ETF 1.9 35 20 10.4 +12.9
SNSR Global X Internet of Things Thematic ETF 1.9 68 -13 4.9 +7.5
AOTG AOT Growth and Innovation ETF 1.9 75 -20 3.3 +5.8
QGRO American Century STOXX U.S. Quality Growth ETF 1.9 29 26 6.2 +8.7
SNPE Xtrackers S&P 500 ESG ETF 1.9 10 45 6.5 +9.0
PEXL Pacer US Export Leaders ETF 1.9 60 -5 7.4 +9.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.9 15 40 6.0 +8.5
RYJ Invesco Raymond James SB-1 Equity ETF 1.9 81 -26 5.7 +8.2
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.9 40 15 4.8 +7.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.9 20 35 5.5 +8.0
IWO iShares Russell 2000 Growth ETF 1.9 23 32 3.0 +5.6
SPXN ProShares S&P 500 Ex-Financials ETF 1.8 27 28 6.2 +8.7
VTWG Vanguard Russell 2000 Growth Index Fund 1.8 15 40 3.1 +5.6
SPXV ProShares S&P 500 Ex-Health Care ETF 1.8 27 28 5.9 +8.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.8 35 20 6.9 +9.4
ESGV Vanguard ESG U.S. Stock ETF 1.8 9 46 6.2 +8.7
XVV iShares ESG Screened S&P 500 ETF 1.7 8 47 6.4 +8.9
MGMT Ballast Small/Mid Cap ETF 1.7 110 -55 7.8 +10.4
RPG Invesco S&P 500 Pure Growth ETF 1.7 35 20 9.1 +11.6
RVRB Reverb ETF 1.7 30 25 6.3 +8.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 41 6.3 +8.8
BKLC BNY Mellon US Large Cap Core Equity ETF 1.7 0 55 6.2 +8.7
RFFC RiverFront Dynamic US Flex-Cap ETF 1.7 52 3 7.7 +10.2
PUI Invesco DWA Utilities Momentum ETF 1.7 60 -5 5.9 +8.4
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 1.7 15 40 6.4 +8.9
FCPI Fidelity Stocks for Inflation ETF 1.7 29 26 10.0 +12.6
ESGU iShares MSCI USA ESG Optimized ETF 1.7 15 40 6.4 +8.9
BKES BNY Mellon Sustainable Global Emerging Markets ETF 1.7 11 44 5.0 +7.6
STXK Strive Small-Cap ETF 1.7 18 37 5.7 +8.2
SPXE ProShares S&P 500 Ex-Energy ETF 1.6 27 28 6.2 +8.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.6 20 35 6.3 +8.8
MGC Vanguard Mega Cap Index Fund 1.6 7 48 6.2 +8.7
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 1.6 15 40 7.6 +10.2
IWL iShares Russell Top 200 ETF 1.6 15 40 6.1 +8.6
STRV Strive 500 ETF 1.6 5 50 6.3 +8.8
CATH Global X S&P 500 Catholic Values Custom ETF 1.6 29 26 6.2 +8.7
CIRC JPMorgan Sustainable Consumption ETF 1.6 49 6 6.0 +8.5
SUSA iShares MSCI USA ESG Select ETF 1.6 25 30 6.4 +8.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.6 15 40 4.5 +7.0
VOTE Engine No. 1 Transform 500 ETF 1.6 5 50 6.2 +8.7
IVV iShares Core S&P 500 ETF 1.6 3 52 6.5 +9.0
ESG FlexShares STOXX US ESG Impact Index Fund 1.6 32 23 6.3 +8.8
VOO VANGUARD S&P 500 ETF 1.6 3 52 6.5 +9.0
SPY SPDR S&P 500 ETF Trust 1.6 9 46 6.4 +9.0
SPLG SPDR Portfolio S&P 500 ETF 1.6 3 52 6.5 +9.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 48 6.3 +8.8
VV Vanguard Large-Cap Index Fund 1.6 4 51 6.3 +8.8
PBUS Invesco PureBeta MSCI USA ETF 1.5 4 51 6.4 +8.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 53 6.4 +8.9
ILCB iShares Morningstar U.S. Equity ETF 1.5 3 52 6.4 +8.9
WBIY WBI Power Factor High Dividend ETF 1.5 70 -15 14.2 +16.7
SCHX Schwab U.S. Large-Cap ETF 1.5 3 52 6.3 +8.9
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 1.5 17 38 6.0 +8.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.5 60 -5 2.6 +5.2
SCHK Schwab 1000 Index ETF 1.5 5 50 6.4 +8.9
VTWO Vanguard Russell 2000 Index Fund 1.5 10 45 4.4 +6.9
VTI Vanguard Total Stock Market Index Fund 1.5 3 52 6.1 +8.7
IWM iShares Russell 2000 ETF 1.5 19 36 4.7 +7.3
HDUS Hartford Disciplined US Equity ETF 1.5 19 36 7.5 +10.0
IYY iShares Dow Jones U.S. ETF 1.5 20 35 6.2 +8.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 52 6.2 +8.8
SCHB Schwab U.S. Broad Market ETF 1.5 3 52 6.3 +8.8
BFOR Barron's 400 ETF 1.5 65 -10 9.6 +12.2
SPTM SPDR Portfolio Total Stock Market ETF 1.5 3 52 6.7 +9.2
FTC First Trust Large Cap Growth AlphaDEX Fund 1.5 59 -4 5.0 +7.5
DFUS Dimensional U.S. Equity ETF 1.5 11 44 6.4 +8.9
ISRA VanEck Israel ETF 1.5 59 -4 9.3 +11.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.5 9 46 5.0 +7.5
IWV iShares Russell 3000 ETF 1.5 20 35 6.1 +8.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.5 52 3 8.1 +10.6
IWB iShares Russell 1000 ETF 1.5 15 40 6.2 +8.8
VTHR Vanguard Russell 3000 Index Fund 1.5 10 45 6.2 +8.7
VONE Vanguard Russell 1000 ETF 1.5 8 47 6.3 +8.9
ISCG iShares Morningstar Small-Cap Growth ETF 1.5 6 49 2.1 +4.7
FYC First Trust Small Cap Growth AlphaDEX Fund 1.5 70 -15 2.2 +4.7
ESIX SPDR S&P SmallCap 600 ESG ETF 1.4 12 43 8.9 +11.5
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.4 15 40 8.8 +11.4
EQAL Invesco Russell 1000 Equal Weight ETF 1.4 20 35 7.3 +9.8
JOET Virtus Terranova US Quality Momentum ETF 1.4 29 26 7.5 +10.1
VUSE Vident Core US Equity Fund 1.4 50 5 7.8 +10.4
ADME Aptus Drawdown Managed Equity ETF 1.4 79 -24 5.9 +8.4
BYOB SoFi Be Your Own Boss ETF 1.4 59 -4 -3.3 -0.8
QQQS Invesco NASDAQ Future Gen 200 ETF 1.4 20 35 -9.1 -6.6
DFSU Dimensional US Sustainability Core 1 ETF 1.4 18 37 7.1 +9.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.4 12 43 6.5 +9.1
AHOY Newday Ocean Health ETF 1.4 75 -20 6.7 +9.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.4 35 20 9.2 +11.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.4 75 -20 6.9 +9.4
KOCG FIS Knights of Columbus Global Belief ETF 1.3 75 -20 7.8 +10.3
DFAU Dimensional US Core Equity Market ETF 1.3 12 43 6.6 +9.1
MTUM iShares MSCI USA Momentum Factor ETF 1.3 15 40 8.1 +10.6
VB Vanguard Small-Cap ETF 1.3 5 50 6.3 +8.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 1.3 35 20 9.7 +12.3
AUSF Global X Adaptive U.S. Factor ETF 1.3 27 28 8.0 +10.5
VO Vanguard Mid-Cap Index Fund 1.3 4 51 7.0 +9.5
INNO Harbor Disruptive Innovation ETF 1.3 75 -20 -3.5 -1.0
IJK iShares S&P Mid-Cap 400 Growth ETF 1.3 17 38 7.5 +10.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.3 15 40 7.5 +10.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.2 45 10 2.1 +4.6
FUTY Fidelity MSCI Utilities Index ETF 1.2 8 47 6.4 +8.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.2 15 40 7.5 +10.0
XJR iShares ESG Screened S&P Small-Cap ETF 1.2 12 43 8.1 +10.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.2 15 40 8.9 +11.4
PHO Invesco Water Resources ETF 1.2 60 -5 4.8 +7.3
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 1.2 25 30 7.0 +9.5
SCHA Schwab U.S. Small-Cap ETF 1.2 4 51 5.9 +8.4
VPU Vanguard Utilities Index Fund 1.2 10 45 6.3 +8.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.2 39 16 4.4 +6.9
IWP iShares Russell Mid-Cap Growth ETF 1.2 23 32 5.4 +7.9
VTWV Vanguard Russell 2000 Value Index Fund 1.2 15 40 5.9 +8.4
JHMM John Hancock Multifactor Mid Cap ETF 1.2 41 14 8.1 +10.6
ISMD Inspire Small/Mid Cap Impact ETF 1.2 48 7 6.2 +8.7
IWN iShares Russell 2000 Value ETF 1.2 23 32 6.7 +9.2
QLC FlexShares US Quality Large Cap Index Fund 1.2 25 30 7.2 +9.7
PWB Invesco Dynamic Large Cap Growth ETF 1.1 56 -1 5.5 +8.0
SLYV SPDR S&P 600 Small Cap Value ETF 1.1 15 40 9.9 +12.4
IJS iShares S&P Small-cap 600 Value ETF 1.1 18 37 9.9 +12.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.1 63 -8 3.9 +6.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 15 40 9.9 +12.4
SCHM Schwab U.S. Mid-Cap ETF 1.1 4 51 6.8 +9.3
TOK iShares MSCI Kokusai ETF 1.1 25 30 6.7 +9.2
LRGF iShares Edge MSCI Multifactor USA ETF 1.1 8 47 7.5 +10.0
PBSM Invesco PureBeta MSCI USA Small Cap ETF 1.1 6 49 5.9 +8.4
VXF Vanguard Extended Market Index Fund 1.1 6 49 4.3 +6.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 46 6.9 +9.4
EQOP Natixis U.S. Equity Opportunities ETF 1.1 85 -30 6.0 +8.5
IJR iShares Core S&P Small Cap ETF 1.1 6 49 8.6 +11.1
VIOO Vanguard S&P Small-Cap 600 ETF 1.1 10 45 8.6 +11.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.1 5 50 8.6 +11.2
SLY SPDR S&P 600 Small Cap ETF 1.1 15 40 8.5 +11.1
BLES Inspire Global Hope Large Cap ETF 1.1 49 6 7.7 +10.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.1 75 -20 4.1 +6.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 35 7.3 +9.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.1 15 40 7.3 +9.8
IJT iShares S&P Small-Cap 600 Growth ETF 1.1 18 37 7.4 +9.9
EUSA iShares MSCI USA Equal Weighted ETF 1.1 9 46 7.2 +9.7
SLYG SPDR S&P 600 Small Cap Growth ETF 1.1 15 40 7.4 +9.9
EQUL IQ Engender Equality ETF 1.1 45 10 7.8 +10.3
USVT US Value ETF 1.1 49 6 12.8 +15.3
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 1.1 17 38 6.5 +9.1
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 40 8.2 +10.7
LRND IQ U.S. Large Cap R&D Leaders ETF 1.1 14 41 6.4 +8.9
WGRO WisdomTree U.S. Growth & Momentum Fund 1.1 55 0 7.6 +10.1
URTH iShares MSCI World ETF 1.1 24 31 6.8 +9.4
GLIF AGFiQ Global Infrastructure ETF 1.1 45 10 6.3 +8.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 48 6.2 +8.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.0 15 40 9.5 +12.0
DWLD Davis Select Worldwide ETF 1.0 62 -7 8.8 +11.3
AVUS Avantis U.S. Equity ETF 1.0 15 40 7.5 +10.0
VRAI Virtus Real Asset Income ETF 1.0 55 0 8.5 +11.0
IWR iShares Russell Midcap ETF 1.0 18 37 6.7 +9.3
MXI iShares Global Materials ETF 1.0 40 15 9.6 +12.2
XJH iShares ESG Screened S&P Mid-Cap ETF 1.0 12 43 8.6 +11.1
EQWL Invesco Russell Top 200 Equal Weight ETF 1.0 25 30 7.8 +10.3
VFMO Vanguard U.S. Momentum Factor ETF 1.0 13 42 4.3 +6.9
JHSC John Hancock Multifactor Small Cap ETF 1.0 42 13 7.5 +10.0
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 1.0 108 -53 2.9 +5.4
ENTR Entrepreneur 30 Fund 1.0 49 6 2.4 +4.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.0 4 51 6.4 +9.0
JSML Janus Henderson Small Cap Growth Alpha ETF 1.0 30 25 9.4 +11.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.0 15 40 8.8 +11.3
GURU Global X Guru Index ETF 1.0 75 -20 5.0 +7.5
SIZE iShares MSCI USA Size Factor ETF 1.0 15 40 7.0 +9.5
ISCB iShares Morningstar Small-Cap ETF 1.0 4 51 5.5 +8.0
AVSC Avantis U.S Small Cap Equity ETF 1.0 25 30 5.7 +8.2
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 49 5.3 +7.8
DFAS Dimensional U.S. Small Cap ETF 0.9 28 27 7.4 +9.9
ACWI iShares MSCI ACWI ETF 0.9 32 23 7.0 +9.5
IMCB iShares Morningstar Mid-Cap ETF 0.9 4 51 7.3 +9.8
HAP VanEck Natural Resources ETF 0.9 49 6 9.5 +12.0
IWS iShares Russell Mid-Cap Value ETF 0.9 23 32 7.8 +10.4
SPMO Invesco S&P 500 Momentum ETF 0.9 13 42 8.1 +10.6
CSML IQ Chaikin U.S. Small Cap ETF 0.9 35 20 7.1 +9.7
MDY SPDR S&P Midcap 400 ETF Trust 0.9 22 33 8.5 +11.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.9 4 51 7.2 +9.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.9 35 20 8.9 +11.4
NANC Unusual Whales Subversive Democratic Trading ETF 0.9 75 -20 5.2 +7.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.9 9 46 7.1 +9.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.9 9 46 7.2 +9.7
IJH iShares Core S&P Mid-Cap ETF 0.9 5 50 8.7 +11.2
SPMD SPDR Portfolio Mid Cap ETF 0.9 5 50 8.7 +11.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 46 6.8 +9.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.9 10 45 8.6 +11.1
GSPY Gotham Enhanced 500 ETF 0.9 50 5 6.8 +9.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 26 8.8 +11.3
VT Vanguard Total World Stock ETF 0.9 7 48 7.1 +9.6
TEMP JPMorgan Climate Change Solutions ETF 0.9 49 6 4.6 +7.1
DFAC Dimensional U.S. Core Equity 2 ETF 0.9 19 36 7.3 +9.8
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.9 60 -5 -21.3 -18.8
FPX First Trust US IPO Index Fund 0.9 57 -2 1.4 +3.9
TTAC TrimTabs US Free Cash Flow Quality ETF 0.9 59 -4 7.5 +10.0
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.9 40 15 8.6 +11.1
FLDZ RiverNorth Volition America Patriot ETF 0.9 70 -15 7.0 +9.5
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 0.8 69 -14 7.2 +9.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 35 8.4 +10.9
FSST Fidelity Sustainability U.S. Equity ETF 0.8 59 -4 6.0 +8.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 -10 8.8 +11.3
JHML John Hancock Multifactor Large Cap ETF 0.8 29 26 6.9 +9.4
FFTY Innovator IBD 50 ETF 0.8 80 -25 5.0 +7.6
TPLC Timothy Plan US Large Cap Core ETF 0.8 52 3 7.1 +9.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.8 52 3 6.6 +9.1
DFLV Dimensional US Large Cap Value ETF 0.8 22 33 10.0 +12.5
DEIF Sterling Capital Diverse Multi-Manager Active ETF 0.8 65 -10 7.4 +10.0
XMMO Invesco S&P MidCap Momentum ETF 0.8 33 22 6.9 +9.4
SMMD iShares Russell 2500 ETF 0.8 15 40 6.6 +9.1
FLRG Fidelity U.S. Multifactor ETF 0.8 29 26 8.2 +10.7
EPS WisdomTree U.S. Earnings 500 Fund 0.8 8 47 7.9 +10.5
VSLU Applied Finance Valuation Large Cap ETF 0.8 49 6 7.2 +9.7
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 0.7 49 6 6.4 +8.9
HEET Hartford Schroders ESG US Equity ETF 0.7 39 16 7.3 +9.8
SMDY Syntax Stratified MidCap ETF 0.7 35 20 8.5 +11.0
RSP Invesco S&P 500 Equal Weight ETF 0.7 20 35 7.4 +9.9
IMCV iShares Morningstar Mid-Cap Value ETF 0.7 6 49 9.5 +12.0
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 3 9.2 +11.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.7 39 16 11.3 +13.8
GRZZ Grizzle Growth ETF 0.7 75 -20 7.1 +9.7
DFAT Dimensional U.S. Targeted Value ETF 0.7 29 26 10.1 +12.6
SSPY Syntax Stratified LargeCap ETF 0.7 30 25 7.7 +10.2
DWAS Invesco DWA SmallCap Momentum ETF 0.7 60 -5 3.0 +5.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 31 9.2 +11.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.7 39 16 7.9 +10.5
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.6 35 20 9.1 +11.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.6 11 44 6.3 +8.8
LRGE ClearBridge Large Cap Growth ESG ETF 0.6 59 -4 3.9 +6.4
DRLL Strive U.S. Energy ETF 0.6 41 14 7.8 +10.3
PDP Invesco DWA Momentum ETF 0.6 62 -7 6.4 +8.9
ERSX ERShares NextGen Entrepreneurs ETF 0.6 75 -20 6.8 +9.3
FEX First Trust Large Cap Core AlphaDEX Fund 0.6 59 -4 7.9 +10.4
RWL Invesco S&P 500 Revenue ETF 0.6 39 16 7.9 +10.4
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 -6 8.8 +11.4
JMOM JPMorgan U.S. Momentum Factor ETF 0.6 12 43 6.9 +9.4
FIDU Fidelity MSCI Industrials Index ETF 0.6 8 47 6.3 +8.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 35 8.0 +10.5
DFUV Dimensional US Marketwide Value ETF 0.6 23 32 9.5 +12.0
WRND IQ Global Equity R&D Leaders ETF 0.5 18 37 8.1 +10.6
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.5 20 35 9.4 +11.9
XLK Technology Select Sector SPDR Fund 0.5 10 45 5.9 +8.5
GNR SPDR S&P Global Natural Resources ETF 0.5 40 15 10.9 +13.5
VIS Vanguard Industrials Index Fund 0.5 10 45 6.0 +8.5
GLOF iShares Global Equity Factor ETF 0.5 20 35 9.1 +11.7
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.5 19 36 8.9 +11.5
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.5 25 30 7.0 +9.5
VALQ American Century STOXX U.S. Quality Value ETF 0.5 29 26 10.5 +13.0
KRMA Global X Conscious Companies ETF 0.5 43 12 6.7 +9.3
SCHC Schwab International Small-Cap Equity ETF 0.5 11 44 6.3 +8.9
IWC iShares Micro-Cap ETF 0.5 60 -5 -4.5 -2.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.5 24 31 9.6 +12.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.5 15 40 9.9 +12.4
MDYV SPDR S&P 400 Mid Cap Value ETF 0.5 15 40 9.9 +12.5
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 37 10.0 +12.5
EZM WisdomTree U.S. MidCap Earnings Fund 0.5 38 17 11.9 +14.4
IYK iShares U.S. Consumer Goods ETF 0.5 39 16 6.6 +9.1
USXF iShares ESG Advanced MSCI USA ETF 0.5 10 45 6.1 +8.6
VLU SPDR S&P 1500 Value Tilt ETF 0.5 12 43 9.0 +11.5
SSLY Syntax Stratified SmallCap ETF 0.5 35 20 7.8 +10.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 16 10.5 +13.1
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 30 11.8 +14.3
CZA Invesco Zacks Mid-Cap ETF 0.5 69 -14 7.9 +10.4
VDC Vanguard Consumer Staples Index Fund 0.5 10 45 6.2 +8.7
FSTA Fidelity MSCI Consumer Staples Index ETF 0.5 8 47 6.1 +8.6
YPS Arrow Reverse Cap 500 ETF 0.5 29 26 7.1 +9.7
ONEO SPDR Russell 1000 Momentum Focus ETF 0.5 20 35 9.2 +11.8
BTHM BlackRock Future U.S. Themes ETF 0.5 60 -5 6.4 +8.9
VOE Vanguard Mid-Cap Value Index Fund 0.5 7 48 9.0 +11.5
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.4 39 16 12.9 +15.4
SIXS 6 Meridian Small Cap Equity ETF 0.4 100 -45 9.9 +12.4
DON WisdomTree U.S. MidCap Dividend Fund 0.4 38 17 10.3 +12.8
KLDW Gavekal Knowledge Leaders Developed World ETF 0.4 75 -20 6.1 +8.6
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 49 9.0 +11.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.4 12 43 6.3 +8.8
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.4 25 30 10.4 +12.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -40 2.6 +5.1
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 0.4 127 -72 4.4 +6.9
CACG ClearBridge All Cap Growth ETF 0.4 53 2 4.1 +6.6
DFSV Dimensional US Small Cap Value ETF 0.4 31 24 9.9 +12.4
RESP WisdomTree US ESG Fund of Benef Interest 0.4 28 27 7.5 +10.1
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.4 35 20 7.4 +9.9
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.4 35 20 7.4 +9.9
RNMC Mid Cap US Equity Select ETF 0.4 60 -5 9.3 +11.8
IDLV Invesco S&P International Developed Low Volatility ETF 0.4 25 30 6.3 +8.8
FTEC Fidelity MSCI Information Technology Index ETF 0.4 8 47 5.5 +8.0
VGT Vanguard Information Technology Index Fund 0.4 10 45 5.4 +7.9
IFRA iShares U.S. Infrastructure ETF 0.4 30 25 6.7 +9.2
NUMV Nuveen ESG Mid-Cap Value ETF 0.4 30 25 9.9 +12.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.4 7 48 6.6 +9.2
IGM iShares Expanded Tech Sector ETF 0.4 40 15 5.1 +7.6
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -4 16.9 +19.5
IXN iShares Global Tech ETF 0.4 40 15 5.4 +7.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.4 15 40 7.7 +10.2
DGT SPDR Global Dow ETF 0.4 50 5 8.2 +10.7
UVDV UVA Dividend Value ETF 0.3 80 -25 8.0 +10.5
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 26 12.5 +15.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.3 70 -15 3.4 +6.0
SQLV Legg Mason Small-Cap Quality Value 0.3 61 -6 11.9 +14.4
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.3 35 20 9.0 +11.5
FIVA Fidelity International Value Factor ETF 0.3 39 16 11.1 +13.6
SQEW LeaderShares Equity Skew ETF 0.3 75 -20 6.1 +8.6
VFQY Vanguard U.S. Quality Factor ETF 0.3 13 42 8.5 +11.1
QLV FlexShares US Quality Low Volatility Index Fund 0.3 22 33 6.3 +8.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.3 18 37 9.3 +11.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 -10 2.6 +5.1
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.3 30 25 6.4 +8.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.3 30 25 9.2 +11.7
FSMD Fidelity Small-Mid Factor ETF 0.3 29 26 8.6 +11.1
IWD iShares Russell 1000 Value ETF 0.3 18 37 7.9 +10.4
VONV Vanguard Russell 1000 Value Index Fund 0.3 8 47 8.0 +10.5
EES WisdomTree SmallCap Earnings Fund 0.3 38 17 13.3 +15.9
EWC iShares MSCI Canada ETF 0.3 50 5 8.6 +11.1
SDY SPDR S&P Dividend ETF 0.3 35 20 7.4 +9.9
DFIS Dimensional International Small Cap ETF 0.3 39 16 6.7 +9.2
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.3 17 38 8.7 +11.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.3 49 6 7.9 +10.4
PRF Invesco FTSE RAFI US 1000 ETF 0.3 39 16 8.3 +10.8
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 0.3 20 35 6.9 +9.4
FDWM Fidelity Women's Leadership ETF 0.3 59 -4 6.2 +8.7
IDU iShares U.S. Utilities ETF 0.3 39 16 5.9 +8.4
VDE Vanguard Energy Index Fund 0.3 10 45 8.1 +10.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.3 20 35 7.0 +9.5
XRT SPDR S&P Retail ETF 0.3 35 20 5.3 +7.8
RFDI First Trust Riverfront Dynamic Developed International ETF 0.3 83 -28 10.2 +12.7
WCEO Hypatia Women CEO ETF 0.3 85 -30 6.5 +9.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.3 20 35 8.7 +11.2
IUS Invesco Strategic US ETF 0.3 19 36 7.9 +10.4
KVLE KFA Value Liner Dynamic Core Equity Index ETF 0.2 55 0 7.1 +9.6
XME SPDR S&P Metals & Mining ETF 0.2 35 20 9.2 +11.8
RNSC Small Cap US Equity Select ETF 0.2 60 -5 9.6 +12.1
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -20 9.8 +12.3
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -10 7.6 +10.2
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 51 8.0 +10.6
FVAL Fidelity Value Factor ETF 0.2 29 26 9.7 +12.2
MOON Direxion Moonshot Innovators ETF 0.2 65 -10 -22.1 -19.6
FENY Fidelity MSCI Energy Index ETF 0.2 8 47 8.3 +10.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.2 11 44 6.9 +9.4
FDRR Fidelity Dividend ETF for Rising Rates 0.2 29 26 9.6 +12.1
XPND First Trust Expanded Technology ETF 0.2 65 -10 5.9 +8.4
AESR Anfield U.S. Equity Sector Rotation ETF 0.2 112 -57 5.6 +8.2
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.2 25 30 8.2 +10.7
VFMF Vanguard U.S. Multifactor ETF 0.2 18 37 10.8 +13.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 26 8.7 +11.2
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 0.2 40 15 8.9 +11.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 6 6.0 +8.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 35 6.2 +8.7
VIG Vanguard Dividend Appreciation Index Fund 0.2 6 49 7.0 +9.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 43 8.7 +11.3
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 0.2 39 16 6.6 +9.2
IETC iShares Evolved U.S. Technology ETF 0.2 18 37 5.3 +7.8
ITAN Sparkline Intangible Value ETF 0.2 50 5 7.5 +10.0
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.2 25 30 8.2 +10.8
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.2 36 19 9.0 +11.5
NULV Nuveen ESG Large-Cap Value ETF 0.2 25 30 8.9 +11.4
AFLG First Trust Active Factor Large Cap ETF 0.1 55 0 8.0 +10.5
ILCV iShares Morningstar Value ETF 0.1 4 51 8.2 +10.7
UAV AdvisorShares Drone Technology ETF 0.1 99 -44 5.7 +8.2
PFM Invesco Dividend Achievers ETF 0.1 53 2 6.8 +9.3
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.1 39 16 10.7 +13.2
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 0.1 48 7 8.2 +10.7
DIHP Dimensional International High Profitability ETF 0.1 29 26 9.0 +11.5
VBR Vanguard Small Cap Value Index Fund 0.1 7 48 9.7 +12.2
AVIV Avantis International Large Cap Value ETF 0.1 25 30 10.1 +12.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 45 6.6 +9.1
RECS Columbia Research Enhanced Core ETF 0.1 15 40 7.5 +10.0
AVDE Avantis International Equity ETF 0.1 23 32 9.4 +11.9
DFIC Dimensional International Core Equity 2 ETF 0.1 23 32 8.3 +10.8
GDEF Goldman Sachs Defensive Equity ETF 0.1 55 0 5.7 +8.3
VDNI V-Shares US Leadership Diversity ETF 0.1 29 26 6.5 +9.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 36 7.5 +10.0
HKND Humankind US Stock ETF 0.1 11 44 8.2 +10.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 5 5.9 +8.4
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 40 7.0 +9.5
REVS Columbia Research Enhanced Value ETF 0.1 19 36 9.5 +12.0
RNDM First Trust Developed International Equity Select ETF 0.1 65 -10 7.2 +9.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.1 60 -5 6.4 +8.9
PXUS Principal International Adaptive Multi-Factor ETF 0.1 24 31 7.5 +10.1
DUHP Dimensional US High Profitability ETF 0.1 22 33 8.9 +11.4
ISZE iShares Edge MSCI Intl Size Factor ETF 0.1 30 25 7.3 +9.9
FNX First Trust Mid Cap Core AlphaDEX Fund 0.1 59 -4 8.8 +11.3
SHE SPDR SSGA Gender Diversity Index ETF 0.1 20 35 6.4 +8.9
STXV Strive 1000 Value ETF 0.1 18 37 9.2 +11.8
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 16 6.8 +9.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 26 6.5 +9.0
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 31 7.3 +9.8
RNLC Large Cap US Equity Select ETF 0.1 60 -5 8.0 +10.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 31 24 8.8 +11.3
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 51 7.9 +10.4
VFVA Vanguard U.S. Value Factor ETF 0.1 13 42 12.5 +15.0
DFAI Dimensional International Core Equity Market ETF 0.1 18 37 7.9 +10.4
VTV Vanguard Value Index Fund 0.1 4 51 8.5 +11.0
FNCL Fidelity MSCI Financials Index ETF 0.1 8 47 9.5 +12.0
VFH Vanguard Financials Index Fund 0.1 10 45 9.5 +12.0
DTD WisdomTree U.S.Total Dividend Fund 0.1 28 27 8.1 +10.6
PSC Principal U.S. Small Cap Index ETF 0.1 38 17 9.1 +11.6
RAFE PIMCO RAFI ESG U.S. ETF 0.1 29 26 8.7 +11.2
DEW WisdomTree Global High Dividend Fund 0.1 58 -3 11.0 +13.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 16 8.7 +11.2
KRUZ Unusual Whales Subversive Republican Trading ETF 0.1 75 -20 6.7 +9.2
VEA Vanguard FTSE Developed Markets ETF 0.0 5 50 8.0 +10.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 4 51 7.7 +10.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.0 25 30 8.8 +11.3
WKLY SoFi Weekly Dividend ETF 0.0 49 6 9.3 +11.8
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 25 7.4 +9.9
IXUS ishares Core MSCI Total International Stock ETF 0.0 7 48 8.1 +10.6
DGRO iShares Core Dividend Growth ETF 0.0 8 47 7.8 +10.3
VXUS Vanguard Total International Stock ETF 0.0 7 48 8.2 +10.7
GWX SPDR S&P International Small Cap ETF 0.0 40 15 6.2 +8.8
STXD Strive 1000 Dividend Growth ETF 0.0 35 20 6.8 +9.3
DLN WisdomTree U.S. LargeCap Dividend Fund 0.0 28 27 7.8 +10.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 16 8.6 +11.1
IUSV iShares Core S&P U.S. Value ETF 0.0 4 51 7.3 +9.8
CGUS Capital Group Core Equity ETF 0.0 33 22 6.1 +8.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 10 9.6 +12.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 14 8.0 +10.5
VYM Vanguard High Dividend Yield Index ETF 0.0 6 49 8.9 +11.5
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 32 23 8.2 +10.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.0 46 9 10.2 +12.7
DIVB iShares Core Dividend 0.0 5 50 9.5 +12.0
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 30 9.8 +12.3
ONEY SPDR Russell 1000 Yield Focus ETF 0.0 20 35 11.2 +13.7
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.0 28 27 6.9 +9.5
IGE iShares North American Natural Resources ETF 0.0 40 15 7.8 +10.4
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.0 42 13 6.9 +9.4
FILL iShares MSCI Global Energy Producers ETF 0.0 39 16 10.1 +12.6
VSGX Vanguard ESG International Stock ETF 0.0 12 43 7.8 +10.4

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

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
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 -4.2 %
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		 1.44 CATEGORY
AVERAGE		 1.50
 
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.