LeaderShares Activist Leaders ETF
|
- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
ACTV actively selects US equity securities that are the target of shareholder activism. |
Category | US Equities |
Fund Sponsor | Redwood Investment Management |
Website | www.leadersharesetfs.com |
Inception date | Oct 27, 2020 |
Assets (mns) | $94 |
Currency | USD |
Expense ratio | 75 bp |
Distributions | Annually |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Proprietary |
Index replication | |
Uses derivatives | No |
Options available | No |
No. of constituents | 29 |
Wgt avg mkt cap (mns) | $4,226 |
Large cap (>$10bn) | 10.6% |
Mid cap ($2-10bn) | 65.2% |
Small cap (<$2bn) | 20.5% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
BAUSCH HEALTH COMPANIES INC. | 4.1 % |
FRESHPET INC | 3.8 % |
XEROX CORP | 3.7 % |
NEWELL RUBBERMAID INC | 3.6 % |
CONDUENT, INC. | 3.6 % |
LIVEPERSON INC | 3.6 % |
SEAGATE TECHNOLOGY HOLDINGS PLC | 3.6 % |
DANA HOLDING CORP | 3.6 % |
MERCURY COMPUTER SYSTEMS INC | 3.5 % |
RENT-A-CENTER INC | 3.5 % | Total | 36.6 % |
---|
![]() |
UNITED STATES | 84.6 % |
![]() |
CANADA | 7.4 % |
![]() |
IRELAND | 3.6 % |
![]() |
BRITAIN | 3.5 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-19.3% | -19.4% | -- | -- | 13.3% |
versus... | Beta | R-squared |
S&P500 | 0.97 | 71% |
MSCI EAFE | 1.06 | 84% |
MSCI Emg. Mkts. | 0.87 | 51% |
Recent close | $31.80 |
30d moving avg. | $30.18 |
Annualized volatility | 22.6% |
Short interest (ETF) | 0.2% |
Short interest (Underlying) | 5.2% |
Relative strength (RSI) | 57 |
Avg. volume (thou.) | 11 |
Turnover | 0.4% |
Bid/Ask (% of price) | 0.24% |
ADV underlying (mns) | $1,039 |
FINDING ALTERNATIVE FUNDS
Below is a list of 548 potential alternatives to the LeaderShares Activist Leaders ETF ETF based on the alternatives' overlap in portfolio holdings with ACTV. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | ACTV | Expense: | 75 bp | ALTAR Score™: | 9.9% |
Ticker | Fund Name |
Overlap1 vs ACTV (%) |
Expense ratio (bp) |
Savings vs ACTV (bp) |
ALTAR Score™ (%) |
ALTAR vs ACTV (%) |
WBIY | WBI Power Factor High Dividend ETF | 4.8 | 70 | 5 | 11.8 | +1.9 |
EATZ | AdvisorShares Restaurant ETF | 4.8 | 99 | -24 | 2.7 | -7.2 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 4.6 | 35 | 40 | 9.6 | -0.4 |
EBIZ | Global X E-Commerce ETF | 4.4 | 50 | 25 | 1.3 | -8.6 |
SRHQ | SRH U.S. Quality ETF | 4.3 | 35 | 40 | 8.2 | -1.8 |
SDOG | ALPS Sector Dividend Dogs ETF | 4.3 | 40 | 35 | 9.6 | -0.4 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 4.2 | 41 | 34 | 6.5 | -3.5 |
GURU | Global X Guru Index ETF | 3.9 | 75 | 0 | 3.8 | -6.2 |
PAWZ | ProShares Pet Care ETF | 3.8 | 50 | 25 | 3.7 | -6.3 |
RCD | Invesco S&P 500 Equal Weight Consumer Discretionary ETF | 3.7 | 40 | 35 | 4.0 | -5.9 |
SPDV | AAM S&P 500 High Dividend Value ETF | 3.7 | 29 | 46 | 11.3 | +1.4 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 3.7 | 25 | 50 | 6.7 | -3.2 |
PSCH | Invesco S&P SmallCap Health Care ETF | 3.5 | 29 | 46 | 3.0 | -7.0 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 3.4 | 30 | 45 | 10.1 | +0.2 |
TMFS | Motley Fool Small Cap Growth ETF | 3.4 | 85 | -10 | 3.1 | -6.8 |
FXO | First Trust Financials AlphaDEX Fund | 3.4 | 61 | 14 | 10.7 | +0.7 |
PSCT | Invesco S&P SmallCap Information Technology ETF | 3.4 | 29 | 46 | 6.5 | -3.5 |
DFSV | Dimensional US Small Cap Value ETF | 3.4 | 31 | 44 | 8.3 | -1.6 |
RNMC | Mid Cap US Equity Select ETF | 3.3 | 60 | 15 | 8.6 | -1.3 |
SDEI | Sound Equity Income ETF | 3.3 | 45 | 30 | 9.9 | -0.1 |
MDCP | VictoryShares THB Mid Cap ESG ETF | 3.3 | 55 | 20 | 6.3 | -3.6 |
SIXS | 6 Meridian Small Cap Equity ETF | 3.3 | 100 | -25 | 10.4 | +0.4 |
FIW | First Trust Water ETF | 3.2 | 53 | 22 | 3.9 | -6.0 |
KCE | SPDR S&P Capital Markets ETF | 3.2 | 35 | 40 | 9.1 | -0.8 |
SPYD | SPDR S&P 500 High Dividend ETF | 3.2 | 7 | 68 | 10.8 | +0.9 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 3.2 | 30 | 45 | 8.9 | -1.0 |
AIRR | First Trust RBA American Industrial Renaissance ETF | 3.1 | 70 | 5 | 6.2 | -3.8 |
FCLD | Fidelity Cloud Computing ETF | 3.1 | 39 | 36 | 4.7 | -5.2 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 3.1 | 70 | 5 | 11.8 | +1.9 |
XMMO | Invesco S&P MidCap Momentum ETF | 3.1 | 33 | 42 | 7.2 | -2.8 |
PSCC | Invesco S&P SmallCap Consumer Staples ETF | 3.0 | 29 | 46 | 5.4 | -4.5 |
DVY | iShares Select Dividend ETF | 3.0 | 39 | 36 | 9.0 | -0.9 |
RPV | Invesco S&P 500 Pure Value ETF | 2.9 | 35 | 40 | 9.7 | -0.3 |
FTXH | First Trust Nasdaq Pharmaceuticals ETF | 2.9 | 60 | 15 | 11.9 | +2.0 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 2.8 | 80 | -5 | 6.6 | -3.4 |
NVQ | QRAFT AI-Enhanced US Next Value ETF | 2.7 | 75 | 0 | 10.7 | +0.7 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 2.7 | 52 | 23 | 7.9 | -2.1 |
MOTO | SmartETFs Smart Transportation & Technology ETF | 2.7 | 68 | 7 | 7.7 | -2.3 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 2.7 | 15 | 60 | 8.0 | -1.9 |
FXL | First Trust Technology AlphaDEX Fund | 2.7 | 61 | 14 | 7.9 | -2.1 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 2.6 | 15 | 60 | 7.9 | -2.1 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 2.6 | 18 | 57 | 7.8 | -2.1 |
XAR | SPDR S&P Aerospace & Defense ETF | 2.6 | 35 | 40 | 2.9 | -7.1 |
PKB | Invesco Dynamic Building & Construction ETF | 2.6 | 60 | 15 | 11.5 | +1.6 |
CALF | Pacer US Small Cap Cash Cows 100 ETF | 2.6 | 59 | 16 | 12.9 | +3.0 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 2.6 | 29 | 46 | 5.7 | -4.2 |
PBE | Invesco Dynamic Biotechnology & Genome ETF | 2.5 | 59 | 16 | 1.5 | -8.4 |
VBR | Vanguard Small Cap Value Index Fund | 2.5 | 7 | 68 | 8.2 | -1.7 |
GLRY | Inspire Faithward Mid Cap Momentum ESG ETF | 2.5 | 80 | -5 | 7.5 | -2.4 |
SMDY | Syntax Stratified MidCap ETF | 2.5 | 35 | 40 | 7.1 | -2.9 |
XWEB | SPDR S&P Internet ETF | 2.4 | 35 | 40 | -4.2 | -14.1 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 2.4 | 17 | 58 | 5.3 | -4.6 |
XRT | SPDR S&P Retail ETF | 2.4 | 35 | 40 | 5.4 | -4.6 |
RNDV | US Equity Dividend Select ETF | 2.4 | 50 | 25 | 9.1 | -0.8 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 2.4 | 39 | 36 | 9.4 | -0.5 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 2.3 | 20 | 55 | 5.7 | -4.2 |
FLQS | Franklin LibertyQ U.S. Small Cap Equity ETF | 2.3 | 35 | 40 | 8.0 | -1.9 |
YPS | Arrow Reverse Cap 500 ETF | 2.3 | 29 | 46 | 6.4 | -3.5 |
ROSC | Hartford Multifactor Small Cap ETF | 2.2 | 34 | 41 | 10.9 | +0.9 |
ISCV | iShares Morningstar Small Cap Value ETF | 2.2 | 6 | 69 | 7.9 | -2.0 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 2.2 | 39 | 36 | 8.8 | -1.2 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 2.2 | 64 | 11 | 7.5 | -2.4 |
SPHB | Invesco S&P 500 High Beta ETF | 2.2 | 25 | 50 | 4.2 | -5.8 |
EWMC | Invesco S&P MidCap 400 Equal Weight ETF | 2.2 | 40 | 35 | 7.2 | -2.8 |
SCHM | Schwab U.S. Mid-Cap ETF | 2.1 | 4 | 71 | 6.1 | -3.9 |
RNSC | Small Cap US Equity Select ETF | 2.1 | 60 | 15 | 8.5 | -1.4 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 2.1 | 65 | 10 | 5.2 | -4.8 |
PSL | Invesco DWA Consumer Staples Momentum ETF | 2.1 | 60 | 15 | 4.8 | -5.1 |
GVIP | Goldman Sachs Hedge Industry VIP ETF | 2.1 | 45 | 30 | 5.0 | -4.9 |
DFAT | Dimensional U.S. Targeted Value ETF | 2.1 | 29 | 46 | 8.5 | -1.5 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 2.1 | 60 | 15 | 7.8 | -2.2 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 2.0 | 12 | 63 | 7.5 | -2.5 |
FXR | First Trust Industrials/Producer Durables AlphaDEX Fund | 2.0 | 61 | 14 | 7.8 | -2.2 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 2.0 | 60 | 15 | 9.8 | -0.1 |
BOUT | Innovator IBD Breakout Opportunities ETF | 2.0 | 80 | -5 | 5.4 | -4.5 |
PKW | Invesco Buyback Achievers ETF | 2.0 | 64 | 11 | 8.5 | -1.5 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 2.0 | 24 | 51 | 8.6 | -1.3 |
NUMG | Nuveen ESG Mid-Cap Growth ETF | 2.0 | 30 | 45 | 2.2 | -7.8 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 2.0 | 15 | 60 | 7.7 | -2.3 |
FXD | First Trust Consumer Discretionary AlphaDEX Fund | 2.0 | 61 | 14 | 8.1 | -1.9 |
IJS | iShares S&P Small-cap 600 Value ETF | 2.0 | 18 | 57 | 7.7 | -2.2 |
PAVE | Global X U.S. Infrastructure Development ETF | 2.0 | 47 | 28 | 7.0 | -2.9 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 2.0 | 82 | -7 | 6.3 | -3.6 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 2.0 | 15 | 60 | 7.8 | -2.2 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 1.9 | 15 | 60 | 8.1 | -1.9 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 1.9 | 59 | 16 | 8.1 | -1.9 |
MDY | SPDR S&P Midcap 400 ETF Trust | 1.9 | 22 | 53 | 7.3 | -2.7 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 1.9 | 15 | 60 | 7.5 | -2.4 |
VERS | ProShares Metaverse ETF | 1.9 | 58 | 17 | -4.1 | -14.1 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 1.9 | 10 | 65 | 7.5 | -2.4 |
IJH | iShares Core S&P Mid-Cap ETF | 1.9 | 5 | 70 | 7.5 | -2.5 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 1.9 | 4 | 71 | 5.6 | -4.3 |
DEEP | Roundhill Acquirers Deep Value ETF | 1.9 | 80 | -5 | 16.3 | +6.4 |
SPMD | SPDR Portfolio Mid Cap ETF | 1.9 | 5 | 70 | 7.5 | -2.5 |
QQQS | Invesco NASDAQ Future Gen 200 ETF | 1.9 | 20 | 55 | -6.4 | -16.3 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 1.8 | 7 | 68 | 5.7 | -4.2 |
BECO | BlackRock Future Climate and Sustainable Economy ETF | 1.8 | 70 | 5 | 4.9 | -5.0 |
VB | Vanguard Small-Cap ETF | 1.8 | 5 | 70 | 5.6 | -4.4 |
IFRA | iShares U.S. Infrastructure ETF | 1.8 | 30 | 45 | 6.3 | -3.6 |
TPSC | Timothy Plan US Small Cap Core ETF | 1.8 | 52 | 23 | 8.3 | -1.6 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 1.8 | 25 | 50 | 7.5 | -2.4 |
ISMD | Inspire Small/Mid Cap Impact ETF | 1.8 | 48 | 27 | 6.3 | -3.7 |
FDN | First Trust Dow Jones Internet Index Fund | 1.8 | 51 | 24 | 3.2 | -6.7 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 1.7 | 71 | 4 | 12.0 | +2.0 |
SFYX | Sofi Next 500 ETF | 1.7 | 0 | 75 | 6.0 | -3.9 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 1.7 | 15 | 60 | 8.1 | -1.9 |
NUSC | Nuveen ESG Small-Cap ETF | 1.7 | 30 | 45 | 5.7 | -4.3 |
PUI | Invesco DWA Utilities Momentum ETF | 1.7 | 60 | 15 | 5.4 | -4.5 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 1.7 | 12 | 63 | 8.2 | -1.8 |
XMVM | Invesco S&P MidCap Value with Momentum ETF | 1.7 | 39 | 36 | 11.4 | +1.4 |
CZA | Invesco Zacks Mid-Cap ETF | 1.7 | 69 | 6 | 6.5 | -3.5 |
IUSS | Invesco Strategic US Small Company ETF | 1.7 | 23 | 52 | 6.5 | -3.5 |
QDF | FlexShares Quality Dividend Index Fund | 1.7 | 37 | 38 | 8.0 | -2.0 |
ISCB | iShares Morningstar Small-Cap ETF | 1.6 | 4 | 71 | 4.7 | -5.3 |
BTHM | BlackRock Future U.S. Themes ETF | 1.6 | 60 | 15 | 6.5 | -3.5 |
VFVA | Vanguard U.S. Value Factor ETF | 1.6 | 13 | 62 | 11.7 | +1.7 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 1.6 | 30 | 45 | 9.0 | -0.9 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 1.6 | 20 | 55 | 10.1 | +0.1 |
PSC | Principal U.S. Small Cap Index ETF | 1.6 | 38 | 37 | 8.5 | -1.4 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 1.6 | 81 | -6 | 3.6 | -6.4 |
SEIV | SEI Enhanced U.S. Large Cap Value Factor ETF | 1.6 | 15 | 60 | 13.8 | +3.8 |
FDIG | Fidelity Crypto Industry and Digital Payments ETF | 1.6 | 39 | 36 | 1.9 | -8.0 |
PBSM | Invesco PureBeta MSCI USA Small Cap ETF | 1.6 | 6 | 69 | 5.4 | -4.6 |
HAIL | SPDR S&P Kensho Smart Mobility ETF | 1.6 | 45 | 30 | -1.6 | -11.5 |
PTF | Invesco DWA Technology Momentum ETF | 1.6 | 60 | 15 | 3.7 | -6.2 |
CSA | VictoryShares US Small Cap Volatility Weighted Index ETF | 1.6 | 35 | 40 | 8.5 | -1.5 |
BBP | BioShares Biotechnology Products Fund | 1.5 | 79 | -4 | -2.2 | -12.2 |
DGRS | WisdomTree US SmallCap Quality Dividend Growth Fund | 1.5 | 38 | 37 | 9.3 | -0.7 |
DSMC | Distillate Small/Mid Cash Flow ETF | 1.5 | 55 | 20 | 12.0 | +2.0 |
FEMA | Procure Disaster Recovery Strategy ETF | 1.5 | 75 | 0 | 5.0 | -5.0 |
JHSC | John Hancock Multifactor Small Cap ETF | 1.5 | 42 | 33 | 6.4 | -3.6 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 1.5 | 38 | 37 | 9.0 | -1.0 |
XHS | SPDR S&P Health Care Services ETF | 1.5 | 35 | 40 | 1.4 | -8.6 |
KBWD | Invesco KBW High Dividend Yield Financial ETF | 1.5 | 124 | -49 | 11.4 | +1.4 |
SSLY | Syntax Stratified SmallCap ETF | 1.5 | 35 | 40 | 7.3 | -2.7 |
TPYP | Tortoise North American Pipeline Fund | 1.5 | 40 | 35 | 4.6 | -5.3 |
DFAS | Dimensional U.S. Small Cap ETF | 1.5 | 28 | 47 | 6.5 | -3.4 |
RYF | Invesco S&P 500 Equal Weight Financials ETF | 1.5 | 40 | 35 | 8.3 | -1.7 |
WTV | WisdomTree US Value Fund | 1.5 | 12 | 63 | 9.0 | -0.9 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 1.5 | 35 | 40 | 8.7 | -1.3 |
TMFX | Motley Fool Next Index ETF | 1.4 | 50 | 25 | 3.7 | -6.2 |
VXF | Vanguard Extended Market Index Fund | 1.4 | 6 | 69 | 3.7 | -6.3 |
JHMM | John Hancock Multifactor Mid Cap ETF | 1.4 | 41 | 34 | 7.3 | -2.7 |
RYT | Invesco S&P 500 Equal Weight Technology ETF | 1.4 | 40 | 35 | 7.0 | -2.9 |
FSMD | Fidelity Small-Mid Factor ETF | 1.4 | 29 | 46 | 8.3 | -1.6 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 1.4 | 12 | 63 | 7.3 | -2.6 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 1.4 | 27 | 48 | 8.0 | -1.9 |
DVLU | First Trust Dorsey Wright Momentum & Value ETF | 1.4 | 60 | 15 | 9.3 | -0.7 |
QDYN | FlexShares Quality Dividend Dynamic Index Fund | 1.4 | 37 | 38 | 8.8 | -1.1 |
PLTL | Principal US Small-Cap Adaptive Multi-Factor ETF | 1.4 | 19 | 56 | 8.2 | -1.8 |
MAGA | Point Bridge GOP Stock Tracker ETF | 1.4 | 72 | 3 | 6.3 | -3.7 |
SCHA | Schwab U.S. Small-Cap ETF | 1.4 | 4 | 71 | 5.1 | -4.9 |
AVUV | Avantis U.S. Small Cap Value ETF | 1.4 | 25 | 50 | 9.6 | -0.4 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 1.3 | 15 | 60 | 7.8 | -2.2 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 1.3 | 20 | 55 | 7.2 | -2.8 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 1.3 | 10 | 65 | 7.7 | -2.3 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 1.3 | 29 | 46 | 7.4 | -2.6 |
IJR | iShares Core S&P Small Cap ETF | 1.3 | 6 | 69 | 7.7 | -2.2 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 1.3 | 52 | 23 | 6.2 | -3.7 |
SLY | SPDR S&P 600 Small Cap ETF | 1.3 | 15 | 60 | 7.7 | -2.3 |
EES | WisdomTree SmallCap Earnings Fund | 1.3 | 38 | 37 | 10.2 | +0.3 |
PEY | Invesco High Yield Equity Dividend Achievers ETF | 1.3 | 53 | 22 | 8.7 | -1.2 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 1.3 | 5 | 70 | 7.7 | -2.2 |
QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | 1.3 | 20 | 55 | 5.2 | -4.8 |
SZNE | Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF | 1.3 | 60 | 15 | 5.4 | -4.5 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 1.3 | 69 | 6 | 10.7 | +0.7 |
DON | WisdomTree U.S. MidCap Dividend Fund | 1.3 | 38 | 37 | 8.5 | -1.4 |
EWSC | Invesco S&P Smallcap 600 Equal Weight ETF | 1.3 | 40 | 35 | 7.3 | -2.6 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 1.2 | 61 | 14 | 8.4 | -1.6 |
CSML | IQ Chaikin U.S. Small Cap ETF | 1.2 | 35 | 40 | 5.7 | -4.2 |
VNMC | Natixis Vaughan Nelson Mid Cap ETF | 1.2 | 85 | -10 | 6.9 | -3.1 |
FLCA | Franklin FTSE Canada ETF | 1.2 | 9 | 66 | 8.5 | -1.4 |
WGRO | WisdomTree U.S. Growth & Momentum Fund | 1.2 | 55 | 20 | 7.5 | -2.5 |
IWN | iShares Russell 2000 Value ETF | 1.2 | 23 | 52 | 5.8 | -4.2 |
VTWV | Vanguard Russell 2000 Value Index Fund | 1.2 | 15 | 60 | 5.9 | -4.0 |
TDIV | First Trust NASDAQ Technology Dividend Index Fund | 1.2 | 50 | 25 | 8.1 | -1.8 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 1.2 | 39 | 36 | 11.3 | +1.4 |
HLGE | Hartford Longevity Economy ETF | 1.2 | 44 | 31 | 8.2 | -1.7 |
USEQ | Invesco Russell 1000 Enhanced Equal Weight ETF | 1.2 | 29 | 46 | 7.8 | -2.1 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 1.2 | 20 | 55 | 7.5 | -2.5 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 1.2 | 25 | 50 | 6.4 | -3.6 |
AVSC | Avantis U.S Small Cap Equity ETF | 1.2 | 25 | 50 | 5.1 | -4.8 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.2 | 9 | 66 | 4.4 | -5.5 |
SSPY | Syntax Stratified LargeCap ETF | 1.2 | 30 | 45 | 7.1 | -2.9 |
FITE | SPDR Kensho Future Security ETF | 1.1 | 45 | 30 | 3.8 | -6.2 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 1.1 | 91 | -16 | 11.2 | +1.3 |
SMMD | iShares Russell 2500 ETF | 1.1 | 15 | 60 | 5.8 | -4.1 |
CSB | VictoryShares US Small Cap High Dividend Volatility Wtd Idx | 1.1 | 35 | 40 | 9.0 | -0.9 |
DAT | ProShares Big Data Refiners ETF | 1.1 | 58 | 17 | 0.6 | -9.4 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 1.1 | 15 | 60 | 7.2 | -2.7 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 1.1 | 17 | 58 | 7.1 | -2.9 |
IWS | iShares Russell Mid-Cap Value ETF | 1.1 | 23 | 52 | 7.0 | -2.9 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 1.1 | 15 | 60 | 7.1 | -2.9 |
BBCA | JPMorgan BetaBuilders Canada ETF | 1.1 | 19 | 56 | 7.8 | -2.1 |
PY | Principal Shareholder Yield Index ETF | 1.1 | 15 | 60 | 7.7 | -2.3 |
IVLC | Invesco US Large Cap Core ESG ETF | 1.1 | 48 | 27 | 6.0 | -3.9 |
SIZE | iShares MSCI USA Size Factor ETF | 1.1 | 15 | 60 | 5.9 | -4.0 |
HEET | Hartford Schroders ESG US Equity ETF | 1.1 | 39 | 36 | 7.4 | -2.5 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 1.1 | 37 | 38 | 7.7 | -2.3 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 1.1 | 6 | 69 | 8.1 | -1.8 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 1.1 | 6 | 69 | 1.3 | -8.7 |
SDY | SPDR S&P Dividend ETF | 1.1 | 35 | 40 | 6.9 | -3.1 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 1.1 | 30 | 45 | 8.9 | -1.1 |
EWC | iShares MSCI Canada ETF | 1.1 | 50 | 25 | 7.7 | -2.3 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 1.1 | 25 | 50 | 9.6 | -0.4 |
USVT | US Value ETF | 1.0 | 49 | 26 | 11.2 | +1.3 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 1.0 | 12 | 63 | 7.0 | -3.0 |
SQLV | Legg Mason Small-Cap Quality Value | 1.0 | 61 | 14 | 11.1 | +1.1 |
IPAY | ETFMG Prime Mobile Payments ETF | 1.0 | 75 | 0 | 8.6 | -1.3 |
EUSA | iShares MSCI USA Equal Weighted ETF | 1.0 | 9 | 66 | 6.2 | -3.8 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 1.0 | 41 | 34 | 6.4 | -3.5 |
KOCG | FIS Knights of Columbus Global Belief ETF | 1.0 | 75 | 0 | 7.8 | -2.1 |
LSAF | LeaderShares AlphaFactor US Core Equity ETF | 1.0 | 75 | 0 | 9.3 | -0.7 |
XSW | SPDR S&P Software & Services ETF | 1.0 | 35 | 40 | 3.5 | -6.4 |
PSCD | Invesco S&P SmallCap Consumer Discretionary ETF | 1.0 | 29 | 46 | 12.4 | +2.5 |
FSST | Fidelity Sustainability U.S. Equity ETF | 1.0 | 59 | 16 | 6.1 | -3.8 |
CACG | ClearBridge All Cap Growth ETF | 1.0 | 53 | 22 | 4.7 | -5.3 |
IWM | iShares Russell 2000 ETF | 1.0 | 19 | 56 | 3.9 | -6.0 |
VTWO | Vanguard Russell 2000 Index Fund | 1.0 | 10 | 65 | 4.0 | -5.9 |
SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 1.0 | 60 | 15 | 10.9 | +1.0 |
IHE | iShares U.S. Pharmaceuticals ETF | 1.0 | 39 | 36 | 10.2 | +0.3 |
FDWM | Fidelity Women's Leadership ETF | 1.0 | 59 | 16 | 6.1 | -3.9 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 1.0 | 20 | 55 | 6.4 | -3.5 |
OCEN | IQ Clean Oceans ETF | 0.9 | 45 | 30 | 6.7 | -3.3 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 0.9 | 20 | 55 | 8.0 | -2.0 |
AFSM | First Trust Active Factor Small Cap ETF | 0.9 | 75 | 0 | 8.5 | -1.5 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.9 | 39 | 36 | 4.8 | -5.2 |
PPH | VanEck Pharmaceutical ETF | 0.9 | 35 | 40 | 12.6 | +2.6 |
AFMC | First Trust Active Factor Mid Cap ETF | 0.9 | 65 | 10 | 9.0 | -1.0 |
KOMP | SPDR Kensho New Economies Composite ETF | 0.9 | 20 | 55 | 0.7 | -9.2 |
USMF | WisdomTree U.S. Multifactor Fund | 0.9 | 28 | 47 | 8.3 | -1.6 |
NTZG | Nuveen Global Net Zero Transition ETF | 0.9 | 55 | 20 | 5.6 | -4.3 |
ITA | iShares U.S. Aerospace & Defense ETF | 0.9 | 39 | 36 | 5.0 | -5.0 |
XBI | SPDR S&P BIOTECH ETF | 0.9 | 35 | 40 | 0.0 | -9.9 |
QQQJ | Invesco NASDAQ Next Gen 100 ETF | 0.9 | 15 | 60 | 4.2 | -5.7 |
VAW | Vanguard Materials Index Fund | 0.9 | 10 | 65 | 6.9 | -3.1 |
FDMO | Fidelity Momentum Factor ETF | 0.9 | 29 | 46 | 6.0 | -4.0 |
FMAT | Fidelity MSCI Materials Index ETF | 0.9 | 84 | -9 | 6.2 | -3.8 |
IWR | iShares Russell Midcap ETF | 0.9 | 18 | 57 | 6.1 | -3.9 |
DFNV | TrimTabs Donoghue Forlines Risk Managed Innovation ETF | 0.9 | 69 | 6 | 7.4 | -2.6 |
AIEQ | AI Powered Equity ETF | 0.9 | 75 | 0 | -1.8 | -11.8 |
RSP | Invesco S&P 500 Equal Weight ETF | 0.8 | 20 | 55 | 6.6 | -3.3 |
VOE | Vanguard Mid-Cap Value Index Fund | 0.8 | 7 | 68 | 8.0 | -2.0 |
IMCB | iShares Morningstar Mid-Cap ETF | 0.8 | 4 | 71 | 6.4 | -3.5 |
IRBO | iShares Robotics and Artificial Intelligence Multisector ETF | 0.8 | 47 | 28 | -0.2 | -10.2 |
JVAL | JPMorgan U.S. Value Factor ETF | 0.8 | 12 | 63 | 9.2 | -0.8 |
RZG | Invesco S&P Smallcap 600 Pure Growth ETF | 0.8 | 35 | 40 | 9.4 | -0.6 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 0.8 | 4 | 71 | 6.4 | -3.5 |
FLDZ | RiverNorth Volition America Patriot ETF | 0.8 | 70 | 5 | 5.6 | -4.3 |
VBK | Vanguard Small-Cap Growth Index Fund | 0.8 | 7 | 68 | 1.4 | -8.6 |
FDL | First Trust Morningstar Dividend Leaders Index Fund | 0.8 | 45 | 30 | 9.5 | -0.4 |
USLB | Invesco Russell 1000 Low Beta Equal Weight ETF | 0.8 | 35 | 40 | 7.8 | -2.1 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 0.8 | 30 | 45 | 8.2 | -1.8 |
MMSC | First Trust Multi-Manager Small Cap Opportunities ETF | 0.8 | 95 | -20 | 2.5 | -7.4 |
IWO | iShares Russell 2000 Growth ETF | 0.8 | 23 | 52 | 1.9 | -8.0 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 0.8 | 20 | 55 | 8.4 | -1.5 |
KLCD | KFA Large Cap Quality Dividend Index ETF | 0.8 | 40 | 35 | 7.4 | -2.6 |
PPA | Invesco Aerospace & Defense ETF | 0.8 | 61 | 14 | 4.5 | -5.4 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 0.8 | 15 | 60 | 2.0 | -7.9 |
UVDV | UVA Dividend Value ETF | 0.8 | 80 | -5 | 7.6 | -2.4 |
XSVM | Invesco S&P SmallCap Value with Momentum ETF | 0.8 | 39 | 36 | 11.5 | +1.6 |
DSTL | Distillate US Fundamental Stability & Value ETF | 0.8 | 39 | 36 | 7.8 | -2.2 |
ITAN | Sparkline Intangible Value ETF | 0.8 | 50 | 25 | 7.6 | -2.3 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 0.8 | 17 | 58 | 8.0 | -1.9 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 0.8 | 80 | -5 | 9.2 | -0.7 |
XPH | SPDR S&P Pharmaceuticals ETF | 0.7 | 35 | 40 | 1.5 | -8.4 |
TPHD | Timothy Plan High Dividend Stock ETF | 0.7 | 52 | 23 | 6.8 | -3.2 |
TPHE | Timothy Plan High Dividend Stock Enhanced ETF | 0.7 | 52 | 23 | 6.8 | -3.1 |
IWFH | iShares Virtual Work and Life Multisector ETF | 0.7 | 47 | 28 | -1.2 | -11.2 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 0.7 | 70 | 5 | 2.5 | -7.5 |
PNQI | Invesco NASDAQ Internet ETF | 0.7 | 60 | 15 | 3.2 | -6.7 |
RNLC | Large Cap US Equity Select ETF | 0.7 | 60 | 15 | 7.2 | -2.8 |
OUSM | ALPS O'Shares Russell Small Cap Quality Dividend ETF | 0.7 | 48 | 27 | 7.6 | -2.3 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 0.7 | 25 | 50 | 6.5 | -3.4 |
TPLC | Timothy Plan US Large Cap Core ETF | 0.7 | 52 | 23 | 6.4 | -3.6 |
MRND | IQ U.S. Mid Cap R&D Leaders ETF | 0.7 | 16 | 59 | 2.2 | -7.8 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 0.7 | 38 | 37 | 10.0 | +0.0 |
PWC | Invesco Dynamic Market ETF | 0.7 | 60 | 15 | 7.4 | -2.6 |
FTXG | First Trust Nasdaq Food & Beverage ETF | 0.7 | 60 | 15 | 6.3 | -3.7 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 0.7 | 15 | 60 | 7.8 | -2.2 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 0.7 | 18 | 57 | 7.8 | -2.2 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 0.7 | 15 | 60 | 7.8 | -2.2 |
ITEQ | BlueStar Israel Technology ETF | 0.7 | 75 | 0 | 1.1 | -8.8 |
RXI | iShares Global Consumer Discretionary ETF | 0.7 | 40 | 35 | 6.0 | -3.9 |
RTH | VanEck Retail ETF | 0.7 | 35 | 40 | 6.3 | -3.6 |
JAVA | JPMorgan Active Value ETF | 0.7 | 44 | 31 | 6.7 | -3.3 |
FIDU | Fidelity MSCI Industrials Index ETF | 0.7 | 8 | 67 | 5.8 | -4.1 |
IEDI | iShares Evolved U.S. Discretionary Spending ETF | 0.7 | 18 | 57 | 5.1 | -4.8 |
SYLD | Cambria Shareholder Yield ETF | 0.7 | 59 | 16 | 11.0 | +1.1 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 0.7 | 19 | 56 | 6.8 | -3.2 |
VIS | Vanguard Industrials Index Fund | 0.7 | 10 | 65 | 5.5 | -4.4 |
VO | Vanguard Mid-Cap Index Fund | 0.6 | 4 | 71 | 6.3 | -3.6 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 0.6 | 9 | 66 | 6.5 | -3.4 |
ROUS | Hartford Multifactor US Equity ETF | 0.6 | 19 | 56 | 8.1 | -1.8 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 0.6 | 39 | 36 | 7.5 | -2.5 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 0.6 | 57 | 18 | 12.7 | +2.7 |
IUS | Invesco Strategic US ETF | 0.6 | 19 | 56 | 7.7 | -2.3 |
CDL | VictoryShares US Large Cap High Dividend Volatility Wtd Idx | 0.6 | 35 | 40 | 9.6 | -0.3 |
CDC | VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF | 0.6 | 35 | 40 | 9.6 | -0.3 |
IYJ | iShares U.S. Industrials ETF | 0.6 | 39 | 36 | 6.0 | -4.0 |
AFLG | First Trust Active Factor Large Cap ETF | 0.6 | 55 | 20 | 7.4 | -2.5 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 0.6 | 6 | 69 | 4.7 | -5.2 |
VLUE | iShares MSCI USA Value Factor ETF | 0.6 | 15 | 60 | 12.5 | +2.5 |
LCTD | BlackRock World ex U.S. Carbon Transition Readiness ETF | 0.6 | 20 | 55 | 7.0 | -3.0 |
VUSE | Vident Core US Equity Fund | 0.6 | 50 | 25 | 10.4 | +0.4 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 0.6 | 29 | 46 | 7.7 | -2.2 |
FCOM | Fidelity MSCI Telecommunication Services Index ETF | 0.6 | 8 | 67 | 6.9 | -3.1 |
VOX | Vanguard Telecommunication Services Index Fund | 0.6 | 10 | 65 | 6.9 | -3.1 |
CFA | VictoryShares US 500 Volatility Weighted Index ETF | 0.6 | 35 | 40 | 7.0 | -3.0 |
VALQ | American Century STOXX U.S. Quality Value ETF | 0.5 | 29 | 46 | 10.3 | +0.3 |
VCR | Vanguard Consumer Discretionary Index Fund | 0.5 | 10 | 65 | 5.6 | -4.4 |
FDIS | Fidelity MSCI Consumer Discretionary Index ETF | 0.5 | 8 | 67 | 5.6 | -4.4 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 0.5 | 8 | 67 | 7.2 | -2.7 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 0.5 | 12 | 63 | 6.5 | -3.4 |
VLU | SPDR S&P 1500 Value Tilt ETF | 0.5 | 12 | 63 | 8.2 | -1.7 |
PRF | Invesco FTSE RAFI US 1000 ETF | 0.5 | 39 | 36 | 7.6 | -2.4 |
REVS | Columbia Research Enhanced Value ETF | 0.5 | 19 | 56 | 9.1 | -0.8 |
BFTR | Future Innovators ETF | 0.5 | 80 | -5 | 1.9 | -8.0 |
GVLU | Gotham 1000 Value ETF | 0.5 | 50 | 25 | 10.1 | +0.2 |
DRLL | Strive U.S. Energy ETF | 0.5 | 41 | 34 | 5.3 | -4.6 |
XLY | Consumer Discretionary Select Sector SPDR Fund | 0.5 | 10 | 65 | 5.5 | -4.5 |
HKND | Humankind US Stock ETF | 0.5 | 11 | 64 | 7.8 | -2.1 |
HDAW | Xtrackers MSCI All World ex US High Dividend Yield Equity ET | 0.5 | 20 | 55 | 10.7 | +0.8 |
IYC | iShares U.S. Consumer Services ETF | 0.5 | 39 | 36 | 4.1 | -5.8 |
STLV | iShares Factors US Value Style ETF | 0.5 | 25 | 50 | 9.7 | -0.2 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 0.5 | 25 | 50 | 7.6 | -2.4 |
FMIL | Fidelity New Millennium ETF | 0.5 | 59 | 16 | 6.7 | -3.3 |
DURA | VanEck Morningstar Durable Dividend ETF | 0.4 | 29 | 46 | 8.6 | -1.4 |
DWAS | Invesco DWA SmallCap Momentum ETF | 0.4 | 60 | 15 | -0.0 | -10.0 |
VOT | Vanguard Mid-Cap Growth Index Fund | 0.4 | 7 | 68 | 4.6 | -5.3 |
FSTA | Fidelity MSCI Consumer Staples Index ETF | 0.4 | 8 | 67 | 5.8 | -4.2 |
IGE | iShares North American Natural Resources ETF | 0.4 | 40 | 35 | 5.5 | -4.4 |
VDC | Vanguard Consumer Staples Index Fund | 0.4 | 10 | 65 | 5.9 | -4.1 |
XSHQ | Invesco S&P SmallCap Quality ETF | 0.4 | 29 | 46 | 9.9 | -0.0 |
IDLV | Invesco S&P International Developed Low Volatility ETF | 0.4 | 25 | 50 | 6.1 | -3.9 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 0.4 | 13 | 62 | 11.6 | +1.7 |
AVUS | Avantis U.S. Equity ETF | 0.4 | 15 | 60 | 7.0 | -2.9 |
GENY | Principal Millennials Index ETF | 0.4 | 45 | 30 | 4.4 | -5.6 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 0.4 | 25 | 50 | 7.7 | -2.2 |
CSF | VictoryShares US Discovery Enhanced Volatility Weighted Idx | 0.4 | 36 | 39 | 8.9 | -1.0 |
CGUS | Capital Group Core Equity ETF | 0.4 | 33 | 42 | 6.3 | -3.6 |
QLV | FlexShares US Quality Low Volatility Index Fund | 0.4 | 22 | 53 | 6.2 | -3.8 |
FUTY | Fidelity MSCI Utilities Index ETF | 0.4 | 8 | 67 | 5.9 | -4.1 |
IWP | iShares Russell Mid-Cap Growth ETF | 0.4 | 23 | 52 | 4.7 | -5.2 |
FDRR | Fidelity Dividend ETF for Rising Rates | 0.4 | 29 | 46 | 8.0 | -1.9 |
VPU | Vanguard Utilities Index Fund | 0.4 | 10 | 65 | 5.9 | -4.1 |
DUHP | Dimensional US High Profitability ETF | 0.4 | 22 | 53 | 8.3 | -1.7 |
DFAU | Dimensional US Core Equity Market ETF | 0.4 | 12 | 63 | 6.4 | -3.6 |
RAFE | PIMCO RAFI ESG U.S. ETF | 0.4 | 29 | 46 | 8.8 | -1.2 |
VONV | Vanguard Russell 1000 Value Index Fund | 0.4 | 8 | 67 | 7.4 | -2.5 |
IUSV | iShares Core S&P U.S. Value ETF | 0.4 | 4 | 71 | 7.0 | -3.0 |
BUYZ | Franklin Disruptive Commerce ETF | 0.4 | 50 | 25 | 2.6 | -7.4 |
IWD | iShares Russell 1000 Value ETF | 0.4 | 18 | 57 | 7.3 | -2.7 |
VIDI | Vident International Equity Fund | 0.4 | 61 | 14 | 12.1 | +2.1 |
BIBL | Inspire ETF | 0.4 | 35 | 40 | 5.4 | -4.6 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 0.4 | 24 | 51 | 8.4 | -1.6 |
AIQ | Global X Future Analytics Tech ETF | 0.4 | 68 | 7 | 5.2 | -4.7 |
VGT | Vanguard Information Technology Index Fund | 0.4 | 10 | 65 | 6.1 | -3.8 |
FTEC | Fidelity MSCI Information Technology Index ETF | 0.4 | 8 | 67 | 6.1 | -3.8 |
JHML | John Hancock Multifactor Large Cap ETF | 0.4 | 29 | 46 | 6.6 | -3.3 |
TECB | iShares US Tech Breakthrough Multisector ETF | 0.4 | 40 | 35 | 5.9 | -4.0 |
RECS | Columbia Research Enhanced Core ETF | 0.4 | 15 | 60 | 7.3 | -2.7 |
PSCF | Invesco S&P SmallCap Financials ETF | 0.3 | 29 | 46 | 10.5 | +0.5 |
IYG | iShares US Financial Services ETF | 0.3 | 39 | 36 | 7.9 | -2.1 |
PLRG | Principal US Large-Cap Adaptive Multi-Factor ETF | 0.3 | 15 | 60 | 6.5 | -3.5 |
HDV | iShares Core High Dividend ETF | 0.3 | 8 | 67 | 8.7 | -1.3 |
ESGV | Vanguard ESG U.S. Stock ETF | 0.3 | 9 | 66 | 6.2 | -3.7 |
DHS | WisdomTree U.S. High Dividend Fund | 0.3 | 38 | 37 | 8.3 | -1.6 |
VTI | Vanguard Total Stock Market Index Fund | 0.3 | 3 | 72 | 6.0 | -4.0 |
VFMF | Vanguard U.S. Multifactor ETF | 0.3 | 18 | 57 | 9.4 | -0.5 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 0.3 | 3 | 72 | 6.0 | -4.0 |
ACWF | iShares MSCI Global Multifactor ETF | 0.3 | 35 | 40 | 9.4 | -0.5 |
FLRG | Fidelity U.S. Multifactor ETF | 0.3 | 29 | 46 | 8.3 | -1.7 |
VYM | Vanguard High Dividend Yield Index ETF | 0.3 | 6 | 69 | 8.0 | -1.9 |
IGM | iShares Expanded Tech Sector ETF | 0.3 | 40 | 35 | 5.8 | -4.1 |
RESP | WisdomTree US ESG Fund of Benef Interest | 0.3 | 28 | 47 | 7.5 | -2.5 |
ETHO | Etho Climate Leadership U.S. ETF | 0.3 | 47 | 28 | 4.6 | -5.4 |
SCHB | Schwab U.S. Broad Market ETF | 0.3 | 3 | 72 | 6.1 | -3.8 |
SCHV | Schwab U.S. Large-Cap Value ETF | 0.3 | 4 | 71 | 7.5 | -2.5 |
SVAL | iShares US Small Cap Value Factor ETF | 0.3 | 20 | 55 | 10.8 | +0.9 |
IMTM | iShares Edge MSCI Intl Momentum Factor ETF | 0.3 | 30 | 45 | 7.5 | -2.4 |
DFUS | Dimensional U.S. Equity ETF | 0.3 | 11 | 64 | 6.3 | -3.7 |
VEGN | US Vegan Climate ETF | 0.3 | 60 | 15 | 6.0 | -3.9 |
IWV | iShares Russell 3000 ETF | 0.3 | 20 | 55 | 5.9 | -4.0 |
VTHR | Vanguard Russell 3000 Index Fund | 0.3 | 10 | 65 | 6.0 | -3.9 |
JSTC | Adasina Social Justice All Cap Global ETF | 0.3 | 89 | -14 | 6.2 | -3.7 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 0.3 | 50 | 25 | 2.7 | -7.3 |
IYY | iShares Dow Jones U.S. ETF | 0.3 | 20 | 55 | 6.1 | -3.9 |
IHF | iShares U.S. Healthcare Providers ETF | 0.3 | 39 | 36 | 6.2 | -3.7 |
ISRA | VanEck Israel ETF | 0.3 | 59 | 16 | 7.9 | -2.0 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 0.3 | 11 | 64 | 6.2 | -3.7 |
SAGP | Strategas Global Policy Opportunities ETF | 0.3 | 65 | 10 | 7.4 | -2.5 |
CIL | VictoryShares International Volatility Weighted Index ETF | 0.3 | 45 | 30 | 7.1 | -2.8 |
IYF | iShares U.S. Financials ETF | 0.3 | 39 | 36 | 7.8 | -2.2 |
VDNI | V-Shares US Leadership Diversity ETF | 0.3 | 29 | 46 | 6.8 | -3.2 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 0.2 | 38 | 37 | 7.0 | -3.0 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 0.2 | 47 | 28 | 4.8 | -5.1 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 0.2 | 21 | 54 | 4.5 | -5.5 |
IBBQ | Invesco Nasdaq Biotechnology ETF | 0.2 | 19 | 56 | 0.2 | -9.7 |
SPTM | SPDR Portfolio Total Stock Market ETF | 0.2 | 3 | 72 | 6.5 | -3.4 |
DFUV | Dimensional US Marketwide Value ETF | 0.2 | 23 | 52 | 8.4 | -1.5 |
TMFE | Motley Fool Capital Efficiency 100 Index ETF | 0.2 | 50 | 25 | 6.5 | -3.5 |
FREL | Fidelity MSCI Real Estate Index ETF | 0.2 | 84 | -9 | 5.6 | -4.4 |
CGGR | Capital Group Growth ETF | 0.2 | 39 | 36 | 4.6 | -5.3 |
IYW | iShares U.S. Technology ETF | 0.2 | 39 | 36 | 6.3 | -3.7 |
VFH | Vanguard Financials Index Fund | 0.2 | 10 | 65 | 8.5 | -1.5 |
FNCL | Fidelity MSCI Financials Index ETF | 0.2 | 8 | 67 | 8.5 | -1.5 |
RWL | Invesco S&P 500 Revenue ETF | 0.2 | 39 | 36 | 7.3 | -2.7 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 0.2 | 14 | 61 | 6.4 | -3.5 |
SCHK | Schwab 1000 Index ETF | 0.2 | 5 | 70 | 6.2 | -3.7 |
ILCV | iShares Morningstar Value ETF | 0.2 | 4 | 71 | 7.6 | -2.4 |
IWB | iShares Russell 1000 ETF | 0.2 | 15 | 60 | 6.1 | -3.8 |
DEW | WisdomTree Global High Dividend Fund | 0.2 | 58 | 17 | 9.7 | -0.3 |
VONE | Vanguard Russell 1000 ETF | 0.2 | 8 | 67 | 6.2 | -3.7 |
USXF | iShares ESG Advanced MSCI USA ETF | 0.2 | 10 | 65 | 6.2 | -3.7 |
VOOV | Vanguard S&P 500 Value ETF | 0.2 | 10 | 65 | 6.8 | -3.1 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 0.2 | 4 | 71 | 6.9 | -3.1 |
IVE | iShares S&P 500 Value ETF | 0.2 | 18 | 57 | 6.7 | -3.2 |
XLF | Financial Select Sector SPDR Fund | 0.2 | 10 | 65 | 8.0 | -1.9 |
IYR | iShares U.S. Real Estate ETF | 0.2 | 39 | 36 | 6.2 | -3.7 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 0.2 | 63 | 12 | 3.6 | -6.4 |
VFQY | Vanguard U.S. Quality Factor ETF | 0.2 | 13 | 62 | 8.3 | -1.6 |
FBCV | Fidelity Blue Chip Value ETF | 0.2 | 59 | 16 | 7.3 | -2.7 |
DSI | iShares MSCI KLD 400 Social ETF | 0.2 | 25 | 50 | 6.4 | -3.6 |
VT | Vanguard Total World Stock ETF | 0.2 | 7 | 68 | 6.7 | -3.3 |
ESGU | iShares MSCI USA ESG Optimized ETF | 0.2 | 15 | 60 | 6.3 | -3.7 |
VNQ | Vanguard REIT Index Fund | 0.2 | 12 | 63 | 6.5 | -3.5 |
DIVB | iShares Core Dividend | 0.2 | 5 | 70 | 8.1 | -1.9 |
ISDX | Invesco RAFI Strategic Developed ex-US ETF | 0.2 | 23 | 52 | 7.8 | -2.1 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 0.2 | 10 | 65 | 6.6 | -3.4 |
SCHX | Schwab U.S. Large-Cap ETF | 0.2 | 3 | 72 | 6.3 | -3.7 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 0.2 | 20 | 55 | 7.1 | -2.9 |
SDGA | Impact Shares Sustainable Development Goals Global ETF | 0.2 | 75 | 0 | 7.4 | -2.6 |
SNPV | Xtrackers S&P ESG Value ETF | 0.2 | 15 | 60 | 7.3 | -2.7 |
ILCB | iShares Morningstar U.S. Equity ETF | 0.2 | 3 | 72 | 6.3 | -3.7 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.2 | 45 | 30 | 4.9 | -5.1 |
VFMO | Vanguard U.S. Momentum Factor ETF | 0.2 | 13 | 62 | 3.0 | -6.9 |
VYMI | Vanguard International High Dividend Yield ETF | 0.2 | 22 | 53 | 10.0 | +0.0 |
NUDV | Nuveen ESG Dividend ETF | 0.2 | 25 | 50 | 7.7 | -2.3 |
SUSA | iShares MSCI USA ESG Select ETF | 0.2 | 25 | 50 | 6.0 | -3.9 |
TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 0.2 | 52 | 23 | 6.2 | -3.8 |
DTD | WisdomTree U.S.Total Dividend Fund | 0.2 | 28 | 47 | 7.4 | -2.5 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.2 | 19 | 56 | 7.3 | -2.6 |
PBUS | Invesco PureBeta MSCI USA ETF | 0.2 | 4 | 71 | 6.3 | -3.6 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 0.2 | 12 | 63 | 6.5 | -3.5 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 0.2 | 9 | 66 | 7.0 | -2.9 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.2 | 9 | 66 | 6.6 | -3.3 |
IBB | iShares NASDAQ Biotechnology ETF | 0.2 | 44 | 31 | -0.2 | -10.1 |
VTV | Vanguard Value Index Fund | 0.2 | 4 | 71 | 7.7 | -2.2 |
JUSA | JPMorgan ActiveBuilders U.S. Large Cap Equity ETF | 0.2 | 17 | 58 | 6.7 | -3.2 |
TOK | iShares MSCI Kokusai ETF | 0.2 | 25 | 50 | 6.5 | -3.5 |
PXUS | Principal International Adaptive Multi-Factor ETF | 0.2 | 24 | 51 | 7.4 | -2.6 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 0.2 | 2 | 73 | 6.3 | -3.7 |
URTH | iShares MSCI World ETF | 0.2 | 24 | 51 | 6.6 | -3.4 |
IETC | iShares Evolved U.S. Technology ETF | 0.2 | 18 | 57 | 5.8 | -4.2 |
IYK | iShares U.S. Consumer Goods ETF | 0.1 | 39 | 36 | 6.1 | -3.9 |
CIZ | VictoryShares Developed Enhanced Volatility Weighted Index E | 0.1 | 45 | 30 | 7.4 | -2.5 |
CFO | VictoryShares US 500 Enhanced Volatility Weighted Index ETF | 0.1 | 35 | 40 | 7.4 | -2.6 |
ACWI | iShares MSCI ACWI ETF | 0.1 | 32 | 43 | 6.6 | -3.3 |
SHE | SPDR SSGA Gender Diversity Index ETF | 0.1 | 20 | 55 | 6.5 | -3.4 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 0.1 | 28 | 47 | 7.3 | -2.7 |
XLK | Technology Select Sector SPDR Fund | 0.1 | 10 | 65 | 6.5 | -3.5 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 0.1 | 20 | 55 | 6.1 | -3.8 |
BKIE | BNY Mellon International Equity ETF | 0.1 | 4 | 71 | 7.4 | -2.6 |
ILCG | iShares Morningstar Growth ETF | 0.1 | 4 | 71 | 5.1 | -4.9 |
IDLB | Invesco FTSE International Low Beta Equal Weight ETF | 0.1 | 45 | 30 | 7.0 | -3.0 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 0.1 | 27 | 48 | 5.9 | -4.0 |
QINT | American Century Quality Diversified International ETF | 0.1 | 39 | 36 | 8.7 | -1.3 |
XVV | iShares ESG Screened S&P 500 ETF | 0.1 | 8 | 67 | 6.4 | -3.5 |
SCHD | Schwab U.S. Dividend Equity ETF | 0.1 | 6 | 69 | 9.1 | -0.9 |
WRND | IQ Global Equity R&D Leaders ETF | 0.1 | 18 | 57 | 8.4 | -1.6 |
IQIN | IQ 500 International ETF | 0.1 | 25 | 50 | 7.5 | -2.5 |
PRNT | The 3D Printing ETF | 0.1 | 66 | 9 | -4.3 | -14.3 |
VV | Vanguard Large-Cap Index Fund | 0.1 | 4 | 71 | 6.3 | -3.7 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.1 | 12 | 63 | 6.3 | -3.6 |
DFIS | Dimensional International Small Cap ETF | 0.1 | 39 | 36 | 5.4 | -4.5 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.1 | 20 | 55 | 19.2 | +9.3 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 0.1 | 27 | 48 | 6.3 | -3.7 |
IXG | iShares Global Financials ETF | 0.1 | 40 | 35 | 9.1 | -0.8 |
SPY | SPDR S&P 500 ETF Trust | 0.1 | 9 | 66 | 6.4 | -3.6 |
SNPE | Xtrackers S&P 500 ESG ETF | 0.1 | 10 | 65 | 6.5 | -3.4 |
VOO | VANGUARD S&P 500 ETF | 0.1 | 3 | 72 | 6.4 | -3.5 |
IVV | iShares Core S&P 500 ETF | 0.1 | 3 | 72 | 6.4 | -3.5 |
SPLG | SPDR Portfolio S&P 500 ETF | 0.1 | 3 | 72 | 6.4 | -3.5 |
IXN | iShares Global Tech ETF | 0.1 | 40 | 35 | 6.0 | -4.0 |
SCHF | Schwab International Equity ETF | 0.1 | 6 | 69 | 7.4 | -2.6 |
FDVV | Fidelity Core Dividend ETF | 0.1 | 29 | 46 | 7.2 | -2.7 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.1 | 20 | 55 | 6.8 | -3.1 |
ISZE | iShares Edge MSCI Intl Size Factor ETF | 0.1 | 30 | 45 | 6.4 | -3.5 |
VSGX | Vanguard ESG International Stock ETF | 0.1 | 12 | 63 | 7.0 | -2.9 |
VOTE | Engine No. 1 Transform 500 ETF | 0.1 | 5 | 70 | 6.3 | -3.6 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 0.1 | 27 | 48 | 6.5 | -3.5 |
VEA | Vanguard FTSE Developed Markets ETF | 0.1 | 5 | 70 | 7.1 | -2.9 |
ACVF | American Conservative Values ETF | 0.1 | 75 | 0 | 5.5 | -4.5 |
IDEV | iShares Core MSCI International Developed Markets ETF | 0.1 | 4 | 71 | 6.8 | -3.1 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 0.1 | 27 | 48 | 6.2 | -3.7 |
QGRO | American Century STOXX U.S. Quality Growth ETF | 0.1 | 29 | 46 | 6.2 | -3.8 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 0.1 | 29 | 46 | 6.1 | -3.8 |
EPS | WisdomTree U.S. Earnings 500 Fund | 0.1 | 8 | 67 | 7.7 | -2.2 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 0.1 | 32 | 43 | 6.2 | -3.7 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 0.1 | 39 | 36 | 7.8 | -2.2 |
GSPY | Gotham Enhanced 500 ETF | 0.1 | 50 | 25 | 7.0 | -3.0 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.1 | 49 | 26 | 7.7 | -2.3 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.1 | 15 | 60 | 6.9 | -3.1 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 0.1 | 11 | 64 | 6.6 | -3.4 |
DGRO | iShares Core Dividend Growth ETF | 0.1 | 8 | 67 | 7.7 | -2.2 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 0.1 | 7 | 68 | 7.4 | -2.6 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 0.1 | 32 | 43 | 7.2 | -2.7 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 0.1 | 41 | 34 | 8.1 | -1.8 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.1 | 40 | 35 | 4.8 | -5.2 |
VONG | Vanguard Russell 1000 Growth Index Fund | 0.1 | 8 | 67 | 5.9 | -4.1 |
IWF | iShares Russell 1000 Growth ETF | 0.1 | 18 | 57 | 5.8 | -4.2 |
VUG | Vanguard Growth Index Fund | 0.1 | 4 | 71 | 5.4 | -4.5 |
VXUS | Vanguard Total International Stock ETF | 0.1 | 7 | 68 | 7.3 | -2.7 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 0.1 | 4 | 71 | 6.7 | -3.3 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 0.1 | 10 | 65 | 6.3 | -3.6 |
SUSL | iShares ESG MSCI USA Leaders ETF | 0.1 | 10 | 65 | 6.4 | -3.6 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.1 | 9 | 66 | 6.3 | -3.6 |
IXUS | ishares Core MSCI Total International Stock ETF | 0.1 | 7 | 68 | 7.1 | -2.8 |
IUSG | iShares Core S&P US Growth ETF | 0.1 | 4 | 71 | 6.4 | -3.5 |
PFM | Invesco Dividend Achievers ETF | 0.1 | 53 | 22 | 6.4 | -3.5 |
AVDE | Avantis International Equity ETF | 0.1 | 23 | 52 | 8.0 | -1.9 |
SFY | SoFi Select 500 ETF | 0.1 | 0 | 75 | 6.4 | -3.6 |
VHT | Vanguard Health Care Index Fund | 0.1 | 10 | 65 | 6.7 | -3.2 |
FHLC | Fidelity MSCI Health Care Index ETF | 0.1 | 8 | 67 | 6.6 | -3.4 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 0.1 | 49 | 26 | 6.4 | -3.6 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 0.1 | 45 | 30 | 7.9 | -2.1 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 0.1 | 25 | 50 | 7.7 | -2.2 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 0.1 | 39 | 36 | 7.1 | -2.8 |
QLC | FlexShares US Quality Large Cap Index Fund | 0.1 | 25 | 50 | 7.2 | -2.8 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.1 | 30 | 45 | 7.0 | -2.9 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 0.1 | 25 | 50 | 8.5 | -1.4 |
HDIV | QRAFT AI-Enhanced U.S. High Dividend ETF | 0.1 | 75 | 0 | 7.8 | -2.1 |
VIG | Vanguard Dividend Appreciation Index Fund | 0.1 | 6 | 69 | 6.6 | -3.4 |
FBCG | Fidelity Blue Chip Growth ETF | 0.1 | 59 | 16 | 3.0 | -7.0 |
IQSU | IQ Candriam ESG US Equity ETF | 0.0 | 9 | 66 | 6.0 | -4.0 |
IGV | iShares Expanded Tech-Software ETF | 0.0 | 40 | 35 | 4.3 | -5.7 |
AUSF | Global X Adaptive U.S. Factor ETF | 0.0 | 27 | 48 | 6.8 | -3.1 |
DEEF | Xtrackers FTSE Developed ex US Comprehensive Factor ETF | 0.0 | 24 | 51 | 8.2 | -1.8 |
HLAL | Wahed FTSE USA Shariah ETF | 0.0 | 50 | 25 | 6.0 | -3.9 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 0.0 | 10 | 65 | 5.9 | -4.0 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 0.0 | 7 | 68 | 6.3 | -3.7 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 0.0 | 15 | 60 | 6.0 | -3.9 |
STRV | Strive 500 ETF | 0.0 | 5 | 70 | 6.3 | -3.7 |
DFAI | Dimensional International Core Equity Market ETF | 0.0 | 18 | 57 | 6.6 | -3.3 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 0.0 | 31 | 44 | 8.5 | -1.4 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 0.0 | 42 | 33 | 6.6 | -3.4 |
DFIC | Dimensional International Core Equity 2 ETF | 0.0 | 23 | 52 | 7.0 | -2.9 |
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%.
Content on this tab for subscribers only**
RESULTS & ESTIMATES
2017 | 2018 | 2019 | 2020 | 2021 | 2022E | 2023E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
Content on this tab for subscribers only
VALUATION METRICS
2021 | 2022E | 2023E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
LeaderShares Activist Leaders ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
SPECULATIVE |
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio. |
ALTAR Score™
|
MODERN PORTFOLIO THEORY
![]() |
CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
|