Global X Clean Water ETF
ALTAR
Score™		 4.2% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 22.1x P/Sales
ratio		 2.8x
P/BV
ratio		 3.0x Div.
yield		 1.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
AQWA invests in companies advancing the provision of clean water through industrial water treatment, storage and distribution infrastructure, as well as purification and efficiency strategies, among other activities.

FUND BASICS
Category Global Equities
Fund Sponsor Global X
Website www.globalxetfs.com
Inception date Apr 12, 2021
Assets (mns) $10
Currency USD
Expense ratio 50 bp
Distributions Semi-Annual

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 40
Wgt avg mkt cap (mns) $15,221
Large cap (>$10bn) 57.5%
Mid cap ($2-10bn) 37.2%
Small cap (<$2bn) 5.1%
Developed mkts 89.8%
Emerging mkts 10.3%

TOP TEN HOLDINGS
PENTAIR PLC 8.4 %
FERGUSON ENTERPRISES INC 7.9 %
ECOLAB INC 7.8 %
AMERICAN WATER WORKS CO INC 7.5 %
XYLEM INC 7.1 %
UNITED UTILITIES GROUP PLC 4.6 %
SEVERN TRENT PLC 4.5 %
ESSENTIAL UTILITIES, INC. 4.4 %
CIA SANEAMENTO BASICO DE SP 4.4 %
CORE & MAIN, INC. CLASS A 4.0 %
Total 60.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 65.5 %
BRITAIN 17.5 %
BRAZIL 4.9 %
JAPAN 3.3 %
CHINA 3.0 %
HONG KONG 1.5 %
AUSTRALIA 1.2 %
SOUTH KOREA 1.2 %
SINGAPORE 0.8 %
SAUDI ARABIA 0.3 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
3.6% 22.4% -- -- 3.8%

Market Correlations
versus... Beta R-squared
S&P500 1.03 82%
MSCI EAFE 0.99 77%
MSCI Emg. Mkts. 0.74 43%

Technical Indicators
Recent close $17.96
30d moving avg. $18.19
Annualized volatility 19.9%
Short interest (ETF) 0.2%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.2%
Bid/Ask (% of price) 0.40%
ADV underlying (mns) $1,670

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 697 potential alternatives to the Global X Clean Water ETF ETF based on the alternatives' overlap in portfolio holdings with AQWA. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: AQWA Expense: 50 bp ALTAR Score™: 4.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH AQWA
Ticker Fund
Name		 Overlap1
vs AQWA
(%)		 Expense
ratio
(bp)		 Savings
vs AQWA
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs AQWA
(%)
CGW Invesco S&P Global Water Index ETF 65.8 57 -7 4.4 +0.2
PHO Invesco Water Resources ETF 54.4 60 -10 4.4 +0.2
FIW First Trust Water ETF 47.4 53 -3 4.5 +0.3
EFRA iShares Environmental Infrastructure and Industrials ETF 45.9 47 3 4.9 +0.7
PIO Invesco Global Water ETF 42.8 75 -25 5.2 +0.9
EBLU Ecofin Global Water ESG Fund 37.0 40 10 4.9 +0.7
IWTR iShares MSCI Water Management Multisector ETF 29.0 47 3 5.0 +0.8
AHOY Newday Ocean Health ETF 17.6 75 -25 6.2 +2.0
FTRI First Trust Indxx Global Natural Resources Income ETF 16.0 70 -20 9.8 +5.6
SIMS SPDR S&P Kensho Intelligent Structures ETF 13.0 45 5 -6.9 -11.1
NVIR Horizon Kinetics Energy and Remediation ETF 12.1 85 -35 1.5 -2.7
AIRR First Trust RBA American Industrial Renaissance ETF 9.6 70 -20 4.8 +0.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 8.6 55 -5 4.3 +0.1
EVX VanEck Environmental Services ETF 8.4 55 -5 3.3 -0.9
SMDV ProShares Russell 2000 Dividend Growers ETF 7.5 40 10 6.4 +2.2
OCEN IQ Clean Oceans ETF 7.4 45 5 6.1 +1.9
IYM iShares U.S. Basic Materials ETF 7.4 40 10 6.7 +2.5
BECO BlackRock Future Climate and Sustainable Economy ETF 7.2 70 -20 11.9 +7.7
BLLD JPMorgan Sustainable Infrastructure ETF 6.9 49 1 5.7 +1.5
GSFP Goldman Sachs Future Planet Equity ETF 6.6 75 -25 4.2 +0.0
XHB SPDR S&P Homebuilders ETF 6.2 35 15 10.0 +5.8
IPDP Dividend Performers ETF 6.0 122 -72 5.2 +0.9
RNEW VanEck Green Infrastructure ETF 5.9 45 5 -1.5 -5.7
XLB Materials Select Sector SPDR Fund 5.0 9 41 6.2 +2.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 5.0 46 4 9.3 +5.1
ETEC iShares Breakthrough Environmental Solutions ETF 5.0 47 3 8.0 +3.8
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 4.8 48 2 5.2 +1.0
IFRA iShares U.S. Infrastructure ETF 4.8 30 20 5.9 +1.7
TMDV ProShares Russell US Dividend Growers ETF 4.8 35 15 5.9 +1.7
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 4.8 29 21 0.0 -4.2
TEMP JPMorgan Climate Change Solutions ETF 4.8 49 1 5.5 +1.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.7 35 15 5.8 +1.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.6 30 20 5.4 +1.2
IVEG iShares Emergent Food and AgTech Multisector ETF 4.6 47 3 8.0 +3.8
FMAT Fidelity MSCI Materials Index ETF 4.6 8 42 6.4 +2.2
FIXT Procure Disaster Recovery Strategy ETF 4.5 75 -25 5.8 +1.6
VAW Vanguard Materials ETF 4.5 10 40 6.3 +2.1
XSLV Invesco S&P SmallCap Low Volatility ETF 4.4 25 25 6.8 +2.6
NUMV Nuveen ESG Mid-Cap Value ETF 4.3 31 19 6.6 +2.4
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 4.3 46 4 4.9 +0.7
ERTH Invesco MSCI Sustainable Future ETF 4.2 62 -12 3.6 -0.6
EQUL IQ Engender Equality ETF 4.1 45 5 5.7 +1.5
FUTY Fidelity MSCI Utilities Index ETF 4.1 8 42 5.4 +1.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 4.0 35 15 6.6 +2.4
IPO Renaissance IPO ETF 4.0 60 -10 -4.3 -8.6
CWS AdvisorShares Focused Equity ETF 3.9 84 -34 4.6 +0.4
PSCI Invesco S&P SmallCap Industrials ETF 3.7 29 21 5.2 +1.0
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.7 65 -15 4.7 +0.5
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 3.7 35 15 5.2 +1.0
CZA Invesco Zacks Mid-Cap ETF 3.7 72 -22 5.6 +1.4
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 3.6 75 -25 4.6 +0.4
HWAY Themes US Infrastructure ETF 3.6 29 21 6.2 +2.0
VIRS Pacer BioThreat Strategy ETF 3.6 70 -20 6.1 +1.9
RSPN Invesco S&P 500 Equal Weight Industrials ETF 3.5 40 10 4.1 -0.1
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.5 40 10 7.9 +3.7
VPU Vanguard Utilities ETF 3.5 10 40 5.4 +1.2
PSCT Invesco S&P SmallCap Information Technology ETF 3.3 29 21 4.9 +0.7
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 3.3 30 20 10.0 +5.8
ETHO Etho Climate Leadership U.S. ETF 3.2 47 3 3.4 -0.8
FXU First Trust Utilities AlphaDEX Fund 3.2 64 -14 5.5 +1.3
PAVE Global X U.S. Infrastructure Development ETF 3.2 47 3 5.1 +0.9
XSHQ Invesco S&P SmallCap Quality ETF 3.2 29 21 8.3 +4.1
EATV VegTech Plant-based Innovation & Climate ETF 3.2 75 -25 2.1 -2.1
SMCP AlphaMark Actively Managed Small Cap ETF 3.2 90 -40 3.9 -0.3
FVD First Trust Value Line Dividend Index Fund 3.1 65 -15 6.3 +2.0
SDY SPDR S&P Dividend ETF 3.1 35 15 5.9 +1.7
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.0 60 -10 5.4 +1.2
TDV ProShares S&P Technology Dividend Aristocrats ETF 3.0 45 5 5.6 +1.4
FXZ First Trust Materials AlphaDEX Fund 2.9 61 -11 11.3 +7.1
BEEZ Honeytree U.S. Equity ETF 2.9 64 -14 4.7 +0.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.9 15 35 5.8 +1.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.9 59 -9 3.9 -0.4
RSPU Invesco S&P 500 Equal Weight Utilities ETF 2.8 40 10 5.4 +1.2
FLN First Trust Latin America AlphaDEX Fund 2.8 80 -30 8.4 +4.2
SUSA iShares MSCI USA ESG Select ETF 2.8 25 25 5.0 +0.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.7 65 -15 3.9 -0.3
BDIV AAM Brentview Dividend Growth ETF 2.7 49 1 4.4 +0.2
SNSR Global X Internet of Things ETF 2.7 68 -18 4.6 +0.4
MXI iShares Global Materials ETF 2.7 41 9 7.0 +2.8
XMHQ Invesco S&P MidCap Quality ETF 2.6 25 25 6.9 +2.6
IJT iShares S&P Small-Cap 600 Growth ETF 2.6 18 32 5.8 +1.5
FESM Fidelity Enhanced Small Cap ETF 2.6 28 22 1.7 -2.5
IDU iShares U.S. Utilities ETF 2.6 40 10 4.8 +0.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.6 15 35 6.9 +2.7
JXI iShares Global Utilities ETF 2.6 43 7 5.9 +1.7
DWX SPDR S&P International Dividend ETF 2.6 45 5 6.5 +2.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.5 15 35 5.8 +1.6
SLYG SPDR S&P 600 Small Cap Growth ETF 2.5 15 35 5.8 +1.6
MDCP VictoryShares THB Mid Cap ESG ETF 2.5 55 -5 5.5 +1.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.4 10 40 4.5 +0.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.4 39 11 5.8 +1.6
BFOR ALPS Barron's 400 ETF 2.3 65 -15 5.6 +1.4
IVRA Invesco Real Assets ESG ETF 2.3 59 -9 5.4 +1.2
DEMZ Democratic Large Cap Core ETF 2.3 45 5 4.2 -0.0
PSET Principal Quality ETF 2.3 15 35 5.3 +1.1
CAML Congress Large Cap Growth ETF 2.3 66 -16 3.2 -1.0
CCNR ALPS CoreCommodity Natural Resources ETF 2.2 39 11 11.0 +6.8
TPSC Timothy Plan US Small Cap Core ETF 2.2 52 -2 6.5 +2.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.2 47 3 5.5 +1.2
EUDV ProShares MSCI Europe Dividend Growers ETF 2.2 55 -5 5.3 +1.1
ESIX SPDR S&P SmallCap 600 ESG ETF 2.2 12 38 7.4 +3.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.2 40 10 6.2 +2.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.2 20 30 6.4 +2.1
TPHD Timothy Plan High Dividend Stock ETF 2.2 52 -2 5.9 +1.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.2 54 -4 5.9 +1.7
XLU Utilities Select Sector SPDR Fund 2.2 9 41 5.3 +1.1
IWO iShares Russell 2000 Growth ETF 2.1 24 26 0.6 -3.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.1 10 40 4.4 +0.2
VTWG Vanguard Russell 2000 Growth ETF 2.1 15 35 0.7 -3.5
EWZ iShares MSCI Brazil ETF 2.1 58 -8 10.4 +6.2
CSMD Congress SMid Growth ETF 2.1 69 -19 4.3 +0.1
MAGA Point Bridge America First ETF 2.1 72 -22 5.6 +1.4
JSTC Adasina Social Justice All Cap Global ETF 2.1 89 -39 4.9 +0.7
CHGX AXS Change Finance ESG ETF 2.1 49 1 5.3 +1.1
HKND Humankind US Stock ETF 2.1 11 39 7.1 +2.9
DSTL Distillate US Fundamental Stability & Value ETF 2.0 39 11 7.6 +3.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.0 75 -25 6.8 +2.6
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.0 75 -25 5.4 +1.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.0 35 15 6.2 +2.0
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 2.0 42 8 6.1 +1.9
FIDU Fidelity MSCI Industrial Index ETF 2.0 8 42 4.5 +0.3
RNMC First Trust Mid Cap US Equity Select ETF 2.0 60 -10 6.3 +2.1
NUSC Nuveen ESG Small-Cap ETF 2.0 31 19 5.0 +0.8
OSCV Opus Small Cap Value ETF 2.0 79 -29 5.7 +1.5
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.9 60 -10 5.2 +1.0
FDIV MarketDesk Focused U.S. Dividend ETF 1.9 35 15 5.1 +0.9
FSCS First Trust SMID Capital Strength ETF 1.9 60 -10 5.8 +1.6
EVUS iShares ESG Aware MSCI USA Value ETF 1.9 18 32 6.4 +2.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.9 40 10 6.3 +2.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.9 61 -11 6.0 +1.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.9 17 33 4.7 +0.5
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.9 52 -2 6.7 +2.5
SAGP Strategas Global Policy Opportunities ETF 1.9 65 -15 5.3 +1.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.9 7 43 5.3 +1.1
IJR iShares Core S&P Small Cap ETF 1.9 6 44 6.6 +2.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.9 4 46 5.6 +1.4
MADE iShares U.S. Manufacturing ETF 1.8 40 10 5.5 +1.3
SIXL ETC 6 Meridian Low Beta Equity ETF 1.8 80 -30 4.2 +0.0
VIOO Vanguard S&P Small-Cap 600 ETF 1.8 10 40 6.6 +2.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.8 80 -30 5.8 +1.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.8 3 47 6.7 +2.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.8 60 -10 7.7 +3.5
POWA Invesco Bloomberg Pricing Power ETF 1.8 40 10 5.6 +1.4
RUNN Running Oak Efficient Growth ETF 1.7 58 -8 4.5 +0.3
MBOX Freedom Day Dividend ETF 1.7 39 11 7.4 +3.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.7 60 -10 9.0 +4.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.7 38 12 4.9 +0.7
JSML Janus Henderson Small Cap Growth Alpha ETF 1.7 30 20 6.5 +2.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 36 5.0 +0.8
CCSO Carbon Collective Climate Solutions US Equity ETF 1.7 35 15 1.9 -2.3
VIS Vanguard Industrials ETF 1.7 10 40 4.2 -0.0
IJK iShares S&P Mid-Cap 400 Growth ETF 1.7 17 33 5.7 +1.5
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 1.7 35 15 4.6 +0.3
STXM Strive Mid-Cap ETF 1.7 18 32 6.1 +1.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.6 29 21 6.5 +2.3
DVYE iShares Emerging Markets Dividend ETF 1.6 49 1 18.8 +14.6
XJR iShares ESG Screened S&P Small-Cap ETF 1.6 12 38 7.0 +2.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.6 52 -2 5.1 +0.9
FBZ First Trust Brazil AlphaDEX Fund 1.6 80 -30 13.3 +9.1
SSLY Syntax Stratified SmallCap ETF 1.6 40 10 7.4 +3.2
VBK Vanguard Small-Cap Growth ETF 1.6 7 43 1.1 -3.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.6 15 35 5.7 +1.5
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.6 60 -10 8.3 +4.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.6 15 35 5.7 +1.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.6 58 -8 5.0 +0.8
VUSE Vident U.S. Equity Strategy ETF 1.6 50 0 4.4 +0.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.6 24 26 7.0 +2.8
NULV Nuveen ESG Large-Cap Value ETF 1.6 26 24 6.7 +2.5
VFQY Vanguard U.S. Quality Factor ETF 1.6 13 37 7.5 +3.3
JHSC John Hancock Multifactor Small Cap ETF 1.5 42 8 6.6 +2.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.5 15 35 7.5 +3.2
FSMD Fidelity Small-Mid Multifactor ETF 1.5 15 35 6.8 +2.6
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.5 55 -5 4.3 +0.1
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 15 6.7 +2.5
JHMM John Hancock Multifactor Mid Cap ETF 1.5 42 8 6.1 +1.9
IMCG iShares Morningstar Mid-Cap Growth ETF 1.4 6 44 4.0 -0.3
DON WisdomTree U.S. MidCap Dividend Fund 1.4 38 12 7.7 +3.5
FLBR Franklin FTSE Brazil ETF 1.4 19 31 13.2 +9.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 35 6.8 +2.6
VB Vanguard Small-Cap ETF 1.4 5 45 4.9 +0.7
CZAR Themes Natural Monopoly ETF 1.4 35 15 6.3 +2.1
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 46 6.0 +1.8
RSSL Global X Russell 2000 ETF 1.3 8 42 2.6 -1.6
IWM iShares Russell 2000 ETF 1.3 19 31 2.8 -1.4
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 1.3 69 -19 8.1 +3.9
VTWO Vanguard Russell 2000 ETF 1.3 10 40 2.9 -1.3
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 46 4.8 +0.6
FTHF First Trust Emerging Markets Human Flourishing ETF 1.3 75 -25 8.9 +4.7
ISCG iShares Morningstar Small-Cap Growth ETF 1.3 6 44 2.3 -2.0
SDG iShares MSCI Global Sustainable Development Goals ETF 1.3 49 1 5.6 +1.4
PWB Invesco Large Cap Growth ETF 1.3 56 -6 3.2 -1.0
XLI Industrial Select Sector SPDR Fund 1.3 9 41 4.2 -0.0
DES WisdomTree U.S. SmallCap Dividend Fund 1.3 38 12 6.8 +2.6
WCEO Hypatia Women CEO ETF 1.3 85 -35 4.2 0.0
MOTE VanEck Morningstar ESG Moat ETF 1.3 49 1 5.2 +1.0
NULC Nuveen ESG Large-Cap ETF 1.3 21 29 5.3 +1.1
SFYX SoFi Next 500 ETF 1.3 0 50 4.7 +0.5
STXK Strive Small-Cap ETF 1.3 18 32 5.0 +0.8
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.3 50 0 5.3 +1.1
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 38 6.5 +2.3
ISMD Inspire Small/Mid Cap ETF 1.2 54 -4 5.3 +1.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.2 15 35 6.7 +2.5
KNO AXS Knowledge Leaders ETF 1.2 78 -28 4.9 +0.7
IQRA IQ CBRE Real Assets ETF 1.2 65 -15 5.2 +1.0
VBR Vanguard Small Cap Value ETF 1.2 7 43 7.8 +3.6
RNSC Furst Trust Small Cap US Equity Select ETF 1.2 60 -10 6.8 +2.6
IJS iShares S&P Small-Cap 600 Value ETF 1.2 18 32 7.4 +3.2
CGV Conductor Global Equity Value ETF 1.2 130 -80 10.9 +6.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 15 35 7.4 +3.2
MDY SPDR S&P Midcap 400 ETF Trust 1.1 24 26 6.2 +2.0
IJH iShares Core S&P Mid-Cap ETF 1.1 5 45 6.4 +2.1
LEAD Siren DIVCON Leaders Dividend ETF 1.1 43 7 5.1 +0.9
CFA VictoryShares US 500 Volatility Wtd ETF 1.1 35 15 5.6 +1.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.1 40 10 5.6 +1.4
SLYV SPDR S&P 600 Small Cap Value ETF 1.1 15 35 7.4 +3.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.1 20 30 4.6 +0.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.1 39 11 4.1 -0.1
XMLV Invesco S&P MidCap Low Volatility ETF 1.1 25 25 6.6 +2.4
MVPS Amplify Thematic All-Stars ETF 1.1 49 1 2.7 -1.6
IWS iShares Russell Mid-Cap Value ETF 1.1 23 27 6.2 +2.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.1 35 15 5.9 +1.7
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 10 40 6.4 +2.2
FNDA Schwab Fundamental US Small Co. Index ETF 1.1 25 25 6.0 +1.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.1 3 47 6.4 +2.2
VCLN Virtus Duff & Phelps Clean Energy ETF 1.1 59 -9 3.9 -0.4
DFAS Dimensional U.S. Small Cap ETF 1.1 26 24 5.5 +1.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.1 38 12 5.7 +1.5
FLLA Franklin FTSE Latin America ETF 1.1 19 31 13.2 +8.9
EZM WisdomTree U.S. MidCap Fund 1.1 38 12 7.4 +3.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.1 60 -10 6.3 +2.1
IYJ iShares U.S. Industrials ETF 1.1 40 10 4.5 +0.3
BNE Blue Horizon BNE ETF 1.1 87 -37 4.6 +0.4
DEUS Xtrackers Russell US Multifactor ETF 1.0 17 33 6.9 +2.7
SSPY Syntax Stratified LargeCap ETF 1.0 30 20 6.3 +2.1
ESGU iShares ESG Aware MSCI USA ETF 1.0 15 35 5.0 +0.8
FLDZ RiverNorth Patriot ETF 1.0 75 -25 5.2 +1.0
XMMO Invesco S&P MidCap Momentum ETF 1.0 34 16 5.6 +1.4
SMAP Amplify Small-Mid Cap Equity ETF 1.0 60 -10 4.6 +0.4
INCE Franklin Income Equity Focus ETF 1.0 29 21 5.7 +1.4
LRGF iShares U.S. Equity Factor ETF 1.0 8 42 5.6 +1.4
FYC First Trust Small Cap Growth AlphaDEX Fund 1.0 71 -21 -0.5 -4.7
GINX SGI Enhanced Global Income ETF 1.0 98 -48 5.6 +1.4
NULG Nuveen ESG Large-Cap Growth ETF 1.0 26 24 4.1 -0.1
PSC Principal U.S. Small-Cap ETF 1.0 38 12 5.9 +1.7
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.0 35 15 9.8 +5.6
IMCB iShares Morningstar Mid-Cap ETF 1.0 4 46 5.7 +1.5
ECLN First Trust EIP Carbon Impact ETF 1.0 96 -46 4.3 +0.1
EUSA iShares MSCI USA Equal Weighted ETF 1.0 9 41 5.7 +1.5
SIZE iShares MSCI USA Size Factor ETF 1.0 15 35 5.6 +1.4
VIG Vanguard Dividend Appreciation ETF 1.0 6 44 5.6 +1.4
QGRO American Century U.S. Quality Growth ETF 1.0 29 21 4.4 +0.2
FBCV Fidelity Blue Chip Value ETF 1.0 59 -9 7.0 +2.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.0 30 20 7.9 +3.7
RSP Invesco S&P 500 Equal Weight ETF 0.9 20 30 6.1 +1.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 64 -14 1.8 -2.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.9 70 -20 2.7 -1.5
AFLG First Trust Active Factor Large Cap ETF 0.9 55 -5 5.8 +1.6
SCHA Schwab U.S. Small-Cap ETF 0.9 4 46 4.4 +0.2
FTC First Trust Large Cap Growth AlphaDEX Fund 0.9 59 -9 2.4 -1.8
SMLF iShares U.S. SmallCap Equity Factor ETF 0.9 15 35 4.6 +0.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 25 5.2 +0.9
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 25 5.1 +0.9
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 -10 4.8 +0.6
IWR iShares Russell Midcap ETF 0.9 19 31 5.4 +1.2
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 30 6.3 +2.1
AVSC Avantis U.S Small Cap Equity ETF 0.9 25 25 4.7 +0.5
FDWM Fidelity Women's Leadership ETF 0.9 59 -9 4.7 +0.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.9 20 30 7.6 +3.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.9 18 32 7.2 +3.0
PBD Invesco Global Clean Energy ETF 0.9 75 -25 -5.3 -9.5
VALQ American Century U.S. Quality Value ETF 0.9 29 21 7.4 +3.2
NUDV Nuveen ESG Dividend ETF 0.9 26 24 7.0 +2.8
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.9 49 1 10.2 +5.9
VXF Vanguard Extended Market ETF 0.8 6 44 3.5 -0.7
FNX First Trust Mid Cap Core AlphaDEX Fund 0.8 60 -10 6.8 +2.6
AIVI WisdomTree International AI Enhanced Value Fund 0.8 58 -8 8.5 +4.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.8 29 21 4.3 +0.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 32 4.5 +0.3
DFSU Dimensional US Sustainability Core 1 ETF 0.8 18 32 5.4 +1.2
AFMC First Trust Active Factor Mid Cap ETF 0.8 65 -15 6.9 +2.6
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 0.8 60 -10 9.8 +5.6
EEMD AAM S&P Emerging Markets High Dividend Value ETF 0.8 49 1 16.1 +11.9
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 21 4.7 +0.5
DLS WisdomTree International SmallCap Dividend Fund 0.8 58 -8 8.8 +4.6
SMMD iShares Russell 2500 ETF 0.8 15 35 5.5 +1.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.8 10 40 5.3 +1.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.8 60 -10 6.1 +1.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.8 50 0 4.2 +0.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.8 18 32 5.6 +1.4
FYX First Trust Small Cap Core AlphaDEX Fund 0.8 61 -11 4.6 +0.4
GDEF Goldman Sachs Defensive Equity ETF 0.8 55 -5 4.7 +0.5
ONEO SPDR Russell 1000 Momentum Focus ETF 0.8 20 30 6.8 +2.6
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.8 58 -8 10.2 +6.0
WLDR Affinity World Leaders Equity ETF 0.8 67 -17 8.1 +3.9
EWU iShares MSCI United Kingdom ETF 0.8 50 0 8.4 +4.2
AFSM First Trust Active Factor Small Cap ETF 0.8 75 -25 6.3 +2.1
FMDE Fidelity Enhanced Mid Cap ETF 0.8 23 27 6.0 +1.8
EXI iShares Global Industrials ETF 0.8 42 8 4.5 +0.3
TTAC FCF US Quality ETF 0.8 59 -9 6.3 +2.0
ISCB iShares Morningstar Small-Cap ETF 0.8 4 46 4.8 +0.6
VOT Vanguard Mid-Cap Growth ETF 0.8 7 43 3.4 -0.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 30 5.2 +0.9
PFM Invesco Dividend Achievers ETF 0.7 53 -3 5.3 +1.1
PY Principal Value ETF 0.7 15 35 7.0 +2.8
DUHP Dimensional US High Profitability ETF 0.7 21 29 6.5 +2.2
USMF WisdomTree U.S. Multifactor Fund 0.7 28 22 7.1 +2.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.7 24 26 7.3 +3.1
GVLU Gotham 1000 Value ETF 0.7 50 0 7.4 +3.2
ROAM Hartford Multifactor Emerging Markets ETF 0.7 44 6 15.8 +11.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 0.7 39 11 4.0 -0.2
SNPV Xtrackers S&P 500 Value ESG ETF 0.7 15 35 6.4 +2.2
COWZ Pacer US Cash Cows 100 ETF 0.7 49 1 9.9 +5.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.7 12 38 4.8 +0.6
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.7 65 -15 6.2 +2.0
DIVG Invesco S&P 500 High Dividend Growers ETF 0.7 39 11 7.5 +3.3
FQAL Fidelity Quality Factor ETF 0.7 15 35 5.8 +1.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.7 60 -10 4.0 -0.2
FELG Fidelity Enhanced Large Cap Growth ETF 0.7 18 32 4.6 +0.4
DFAC Dimensional U.S. Core Equity 2 ETF 0.7 17 33 5.3 +1.1
VO Vanguard Mid-Cap ETF 0.7 4 46 5.3 +1.1
FELC Fidelity Enhanced Large Cap Core ETF 0.7 18 32 5.3 +1.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.7 15 35 4.9 +0.7
KOMP SPDR S&P Kensho New Economies Composite ETF 0.6 20 30 1.0 -3.2
PTL Inspire 500 ETF 0.6 9 41 5.6 +1.4
SCHV Schwab U.S. Large-Cap Value ETF 0.6 4 46 6.4 +2.2
SCJ iShares MSCI Japan Small-Cap ETF 0.6 50 0 7.0 +2.8
KGRN KraneShares MSCI China Clean Technology Index ETF 0.6 79 -29 5.6 +1.4
LVOL American Century Low Volatility ETF 0.6 29 21 4.9 +0.7
FLGB Franklin FTSE United Kingdom ETF 0.6 9 41 7.9 +3.7
EMLP First Trust North American Energy Infrastructure Fund 0.6 95 -45 4.5 +0.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.6 35 15 5.1 +0.9
TTAI FCF International Quality ETF 0.6 59 -9 5.6 +1.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.6 9 41 5.8 +1.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.6 10 40 5.1 +0.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.6 60 -10 6.4 +2.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.6 25 25 9.6 +5.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.6 70 -20 4.4 +0.2
PKW Invesco Buyback Achievers ETF 0.6 62 -12 6.4 +2.2
RWK Invesco S&P MidCap 400 Revenue ETF 0.6 39 11 6.9 +2.7
IJJ iShares S&P Mid-Cap 400 Value ETF 0.6 18 32 6.9 +2.7
GVUS Marketbeta Russell 1000 Value Equity ETF 0.6 12 38 6.2 +2.0
THRO iShares U.S. Thematic Rotation Active ETF 0.6 90 -40 3.9 -0.4
DCOR Dimensional US Core Equity 1 ETF 0.6 14 36 5.3 +1.1
QQQS Invesco NASDAQ Future Gen 200 ETF 0.6 20 30 -10.7 -14.9
WOMN Impact Shares YWCA Women's Empowerment ETF 0.6 75 -25 4.7 +0.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.6 70 -20 10.0 +5.8
MDYV SPDR S&P 400 Mid Cap Value ETF 0.6 15 35 7.0 +2.8
FELV Fidelity Enhanced Large Cap Value ETF 0.6 18 32 6.4 +2.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.6 15 35 7.0 +2.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.6 12 38 7.2 +3.0
VOE Vanguard Mid-Cap Value ETF 0.6 7 43 6.9 +2.7
DSI iShares MSCI KLD 400 Social ETF 0.6 25 25 5.0 +0.8
ZECP Zacks Earnings Consistent Portfolio ETF 0.6 55 -5 4.7 +0.5
HOMZ Hoya Capital Housing ETF 0.6 30 20 7.0 +2.8
FDM First Trust Dow Jones Select MicroCap Index Fund 0.6 60 -10 6.8 +2.6
STXD Strive 1000 Dividend Growth ETF 0.6 35 15 5.2 +1.0
KLMT Invesco MSCI Global Climate 500 ETF 0.6 10 40 5.4 +1.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 -10 1.4 -2.8
DGRO iShares Core Dividend Growth ETF 0.6 8 42 6.3 +2.1
DIM WisdomTree International MidCap Dividend Fund 0.6 58 -8 7.7 +3.5
JHML John Hancock Multifactor Large Cap ETF 0.6 29 21 5.3 +1.1
SUSL iShares ESG MSCI USA Leaders ETF 0.5 10 40 5.1 +0.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.5 15 35 4.7 +0.5
OPTZ Optimize Strategy Index ETF 0.5 50 0 2.9 -1.3
IWN iShares Russell 2000 Value ETF 0.5 24 26 4.8 +0.6
VTWV Vanguard Russell 2000 Value ETF 0.5 15 35 4.9 +0.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.5 9 41 4.9 +0.7
HART IQ Healthy Hearts ETF 0.5 45 5 5.0 +0.8
BLES Inspire Global Hope ETF 0.5 61 -11 6.4 +2.2
INEQ Columbia International Equity Income ETF 0.5 45 5 6.6 +2.4
QDF FlexShares Quality Dividend Index Fund 0.5 37 13 4.2 -0.1
SMDY Syntax Stratified MidCap ETF 0.5 35 15 5.8 +1.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 11 7.5 +3.3
DFAU Dimensional US Core Equity Market ETF 0.5 12 38 5.0 +0.8
JQUA JPMorgan U.S. Quality Factor ETF 0.5 12 38 5.8 +1.6
SHE SPDR MSCI USA Gender Diversity ETF 0.5 20 30 4.9 +0.7
KRMA Global X Conscious Companies ETF 0.5 43 7 5.7 +1.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.5 29 21 6.4 +2.2
RODE Hartford Multifactor Diversified International ETF 0.5 29 21 11.8 +7.6
SXQG ETC 6 Meridian Quality Growth ETF 0.5 100 -50 4.0 -0.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 44 7.5 +3.3
SPXT ProShares S&P 500 Ex-Technology ETF 0.5 9 41 5.3 +1.1
FEX First Trust Large Cap Core AlphaDEX Fund 0.5 59 -9 5.6 +1.3
VFMO Vanguard U.S. Momentum Factor ETF 0.5 13 37 2.1 -2.1
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 35 7.1 +2.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.5 9 41 3.3 -0.9
EIPX FT Energy Income Partners Strategy ETF 0.5 95 -45 6.0 +1.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -23 7.8 +3.6
IUSV iShares Core S&P US Value ETF 0.5 4 46 6.4 +2.2
STXG Strive 1000 Growth ETF 0.5 18 32 4.1 -0.2
NACP Impact Shares NAACP Minority Empowerment ETF 0.5 49 1 5.0 +0.8
ILCG iShares Morningstar Growth ETF 0.5 4 46 3.9 -0.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.5 32 18 4.8 +0.6
DFUS Dimensional U.S. Equity ETF 0.4 9 41 4.9 +0.7
IVE iShares S&P 500 Value ETF 0.4 18 32 6.3 +2.0
SPYV SPDR Portfolio S&P 500 Value ETF 0.4 4 46 6.4 +2.2
VOOV Vanguard S&P 500 Value ETF 0.4 10 40 6.3 +2.1
FUNL CornerCap Fundametrics Large-Cap ETF 0.4 50 0 6.7 +2.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.4 20 30 4.0 -0.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.4 7 43 5.0 +0.8
SNPE Xtrackers S&P 500 ESG ETF 0.4 10 40 5.1 +0.9
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 35 6.1 +1.9
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.4 29 21 8.7 +4.5
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.4 80 -30 12.3 +8.1
BRF VanEck Brazil Small-Cap ETF 0.4 66 -16 9.7 +5.5
EWZS iShares MSCI Brazil Small-Cap ETF 0.4 59 -9 10.9 +6.7
EYLD Cambria Emerging Shareholder Yield ETF 0.4 66 -16 13.2 +9.0
JMOM JPMorgan U.S. Momentum Factor ETF 0.4 12 38 4.5 +0.3
EWY iShares MSCI South Korea ETF 0.4 58 -8 9.8 +5.6
IWD iShares Russell 1000 Value ETF 0.4 19 31 6.1 +1.9
VONV Vanguard Russell 1000 Value ETF 0.4 8 42 6.3 +2.1
AVUS Avantis U.S. Equity ETF 0.4 15 35 5.6 +1.4
ONEY SPDR Russell 1000 Yield Focus ETF 0.4 20 30 9.3 +5.1
DFUV Dimensional US Marketwide Value ETF 0.4 22 28 7.2 +3.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.4 12 38 4.5 +0.3
DFLV Dimensional US Large Cap Value ETF 0.4 22 28 7.4 +3.2
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.4 32 18 6.9 +2.6
DTD WisdomTree U.S. Total Dividend Fund 0.4 28 22 6.0 +1.8
VIDI Vident International Equity Strategy ETF 0.4 61 -11 10.2 +6.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.4 8 42 5.0 +0.7
EES WisdomTree U.S. SmallCap Fund 0.4 38 12 9.1 +4.9
DFVX Dimensional US Large Cap Vector ETF 0.4 22 28 6.1 +1.9
USXF iShares ESG Advanced MSCI USA ETF 0.4 10 40 5.0 +0.8
HLAL Wahed FTSE USA Shariah ETF 0.4 50 0 4.9 +0.7
NUEM Nuveen ESG Emerging Markets Equity ETF 0.4 36 14 6.5 +2.3
XMAG Defiance Large Cap ex-Mag 7 ETF 0.4 35 15 5.1 +0.9
SPXN ProShares S&P 500 Ex-Financials ETF 0.4 9 41 5.1 +0.8
LRGC AB US Large Cap Strategic Equities ETF 0.4 48 2 4.6 +0.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.4 65 -15 2.7 -1.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 25 7.2 +3.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.4 20 30 4.9 +0.6
PBUS Invesco MSCI USA ETF 0.4 4 46 5.0 +0.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.4 45 5 4.7 +0.5
EEMO Invesco S&P Emerging Markets Momentum ETF 0.4 29 21 5.5 +1.3
SPXV ProShares S&P 500 Ex-Health Care ETF 0.4 9 41 4.7 +0.5
VTI Vanguard Total Stock Market ETF 0.4 3 47 4.7 +0.5
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 10 6.6 +2.4
SCHB Schwab U.S. Broad Market ETF 0.4 3 47 4.9 +0.7
MGK Vanguard Mega Cap Growth ETF 0.4 7 43 4.3 +0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.4 3 47 4.8 +0.6
IWV iShares Russell 3000 ETF 0.4 20 30 4.7 +0.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.4 3 47 5.1 +0.9
VTHR Vanguard Russell 3000 ETF 0.4 10 40 4.7 +0.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.4 11 39 4.9 +0.7
DFIS Dimensional International Small Cap ETF 0.4 39 11 6.9 +2.7
JPIN J.P. Morgan Diversified Return International Equity ETF 0.4 37 13 8.9 +4.7
ISCF iShares International SmallCap Equity Factor ETF 0.4 23 27 9.1 +4.9
EQLT iShares MSCI Emerging Markets Quality Factor ETF 0.4 35 15 7.4 +3.2
SCHK Schwab 1000 Index ETF 0.4 5 45 5.0 +0.8
RAFE PIMCO RAFI ESG U.S. ETF 0.4 29 21 7.2 +3.0
BIBL Inspire 100 ETF 0.4 35 15 5.1 +0.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.3 67 -17 8.6 +4.3
AIEQ AI Powered Equity ETF 0.3 75 -25 3.9 -0.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.3 25 25 5.2 +1.0
DFSI Dimensional International Sustainability Core 1 ETF 0.3 24 26 6.5 +2.3
SPMO Invesco S&P 500 Momentum ETF 0.3 13 37 3.8 -0.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -45 0.9 -3.3
SCHX Schwab U.S. Large-Cap ETF 0.3 3 47 5.0 +0.8
CATH Global X S&P 500 Catholic Values Custom ETF 0.3 29 21 4.9 +0.7
FLKR Franklin FTSE South Korea ETF 0.3 9 41 10.6 +6.4
SPXE ProShares S&P 500 Ex-Energy ETF 0.3 9 41 4.9 +0.7
ILCB iShares Morningstar U.S. Equity ETF 0.3 3 47 4.9 +0.7
IYY iShares Dow Jones U.S. ETF 0.3 20 30 4.8 +0.6
XVV iShares ESG Screened S&P 500 ETF 0.3 8 42 4.9 +0.7
QVML Invesco S&P 500 QVM Multi-factor ETF 0.3 11 39 4.8 +0.6
IWB iShares Russell 1000 ETF 0.3 15 35 4.8 +0.6
VONE Vanguard Russell 1000 ETF 0.3 8 42 4.9 +0.7
STRV Strive 500 ETF 0.3 5 45 4.9 +0.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.3 12 38 4.5 +0.3
RVRB Reverb ETF 0.3 30 20 4.7 +0.5
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 35 4.7 +0.5
APUE ActivePassive U.S. Equity ETF 0.3 45 5 4.8 +0.6
DGRW WisdomTree US Quality Dividend Growth Fund 0.3 28 22 6.0 +1.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.3 20 30 4.8 +0.6
SFY SoFi Select 500 ETF 0.3 0 50 4.5 +0.3
TRFM AAM Transformers ETF 0.3 49 1 2.0 -2.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 25 6.8 +2.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.3 2 48 5.0 +0.8
IVV iShares Core S&P 500 ETF 0.3 3 47 5.0 +0.8
SPLG SPDR Portfolio S&P 500 ETF 0.3 2 48 5.0 +0.8
SPY SPDR S&P 500 ETF Trust 0.3 9 41 5.0 +0.8
VOO Vanguard S&P 500 ETF 0.3 3 47 5.0 +0.8
OALC OneAscent Large Cap Core ETF 0.3 86 -36 4.3 +0.1
DIVI Franklin International Core Dividend Tilt Index ETF 0.3 9 41 8.1 +3.9
MEM Matthews Emerging Markets Equity Active ETF 0.3 79 -29 5.4 +1.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.3 7 43 4.9 +0.7
IWP iShares Russell Mid-Cap Growth ETF 0.3 23 27 3.1 -1.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 41 5.4 +1.1
KOKU Xtrackers MSCI Kokusai Equity ETF 0.3 9 41 5.2 +1.0
DLN WisdomTree U.S. LargeCap Dividend Fund 0.3 28 22 5.7 +1.5
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.3 44 6 10.6 +6.4
VT Vanguard Total World Stock ETF 0.3 7 43 5.5 +1.3
STXV Strive 1000 Value ETF 0.3 18 32 7.5 +3.3
DTH WisdomTree International High Dividend Fund 0.3 58 -8 10.1 +5.9
JVAL JPMorgan U.S. Value Factor ETF 0.3 12 38 7.8 +3.6
FDLO Fidelity Low Volatility Factor ETF 0.3 15 35 5.3 +1.1
ROUS Hartford Multifactor US Equity ETF 0.3 19 31 6.5 +2.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.3 49 1 7.0 +2.8
BKF iShares MSCI BIC ETF 0.3 69 -19 6.9 +2.7
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.3 41 9 7.4 +3.2
TMFC Motley Fool 100 Index ETF 0.3 50 0 3.7 -0.5
VFMF Vanguard U.S. Multifactor ETF 0.3 18 32 8.5 +4.3
BKLC BNY Mellon US Large Cap Core Equity ETF 0.3 0 50 5.0 +0.8
FDMO Fidelity Momentum Factor ETF 0.3 15 35 4.0 -0.3
VOTE TCW Transform 500 ETF 0.3 5 45 4.9 +0.7
QLV FlexShares US Quality Low Volatility Index Fund 0.3 22 28 3.8 -0.4
TOK iShares MSCI Kokusai ETF 0.3 26 24 5.0 +0.8
VTV Vanguard Value ETF 0.3 4 46 6.6 +2.3
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.3 45 5 11.0 +6.8
EIPI FT Energy Income Partners Enhanced Income ETF 0.3 110 -60 5.1 +0.9
IUSG iShares Core S&P U.S. Growth ETF 0.2 4 46 4.7 +0.4
URTH iShares MSCI World ETF 0.2 24 26 5.2 +1.0
VUG Vanguard Growth ETF 0.2 4 46 4.0 -0.2
ACWI iShares MSCI ACWI ETF 0.2 32 18 5.3 +1.1
VYM Vanguard High Dividend Yield Index ETF 0.2 6 44 6.8 +2.6
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.2 25 25 6.6 +2.4
PRF Invesco FTSE RAFI US 1000 ETF 0.2 39 11 6.8 +2.6
VV Vanguard Large-Cap ETF 0.2 4 46 4.9 +0.7
AVSD Avantis Responsible International Equity ETF 0.2 23 27 7.1 +2.9
VLU SPDR S&P 1500 Value Tilt ETF 0.2 12 38 6.7 +2.5
ACVF American Conservative Values ETF 0.2 75 -25 4.2 -0.0
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.2 24 26 8.7 +4.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 15 6.3 +2.1
DFJ WisdomTree Japan SmallCap Dividend Fund 0.2 58 -8 7.9 +3.7
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 25 6.8 +2.6
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 41 4.8 +0.6
ESGE iShares ESG Aware MSCI EM ETF 0.2 25 25 7.1 +2.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.2 15 35 9.3 +5.1
IWF iShares Russell 1000 Growth ETF 0.2 19 31 4.5 +0.3
VONG Vanguard Russell 1000 Growth ETF 0.2 8 42 4.6 +0.3
IWC iShares Micro-Cap ETF 0.2 60 -10 -4.9 -9.1
DFIC Dimensional International Core Equity 2 ETF 0.2 23 27 7.7 +3.5
ILCV iShares Morningstar Value ETF 0.2 4 46 6.2 +2.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.2 9 41 5.4 +1.2
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.2 58 -8 7.8 +3.6
IWY iShares Russell Top 200 Growth ETF 0.2 20 30 4.6 +0.4
FEM First Trust Emerging Markets AlphaDEX Fund 0.2 80 -30 13.0 +8.8
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.2 35 15 12.4 +8.2
ROSC Hartford Multifactor Small Cap ETF 0.2 34 16 8.6 +4.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 11 7.2 +3.0
IQSI IQ Candriam International Equity ETF 0.2 15 35 6.6 +2.4
RWL Invesco S&P 500 Revenue ETF 0.2 39 11 6.7 +2.5
KRUZ Unusual Whales Subversive Republican Trading ETF 0.2 75 -25 5.4 +1.2
BTHM BlackRock Future U.S. Themes ETF 0.2 60 -10 4.2 +0.0
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -9 11.3 +7.1
JHMD John Hancock Multifactor Developed International ETF 0.2 39 11 7.8 +3.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 7 43 6.7 +2.5
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 25 8.5 +4.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.2 30 20 7.3 +3.1
DURA VanEck Durable High Dividend ETF 0.2 29 21 7.4 +3.2
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 44 7.2 +3.0
SCHC Schwab International Small-Cap Equity ETF 0.2 11 39 6.6 +2.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 8 5.1 +0.9
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 30 7.1 +2.9
FLCH Franklin FTSE China ETF 0.2 19 31 8.8 +4.6
KSA iShares MSCI Saudi Arabia ETF 0.2 74 -24 5.6 +1.4
IEV iShares Europe ETF 0.2 67 -17 6.6 +2.4
VOOG Vanguard S&P 500 Growth ETF 0.2 10 40 4.6 +0.4
VSGX Vanguard ESG International Stock ETF 0.2 12 38 6.8 +2.6
IVW iShares S&P 500 Growth ETF 0.2 18 32 4.5 +0.3
SPYG SPDR Portfolio S&P 500 Growth ETF 0.2 4 46 4.6 +0.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 12 7.8 +3.6
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 25 6.7 +2.5
EFV iShares MSCI EAFE Value ETF 0.2 34 16 9.4 +5.2
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.2 50 0 13.0 +8.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 11 7.5 +3.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.2 30 20 8.0 +3.8
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 43 7.3 +3.1
GSPY Gotham Enhanced 500 ETF 0.2 50 0 5.2 +1.0
EEM iShares MSCI Emerging Markets ETF 0.2 69 -19 6.9 +2.7
VYMI Vanguard International High Dividend Yield ETF 0.2 22 28 9.8 +5.6
PXH Invesco FTSE RAFI Emerging Markets ETF 0.2 49 1 12.2 +8.0
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 35 6.3 +2.1
VPL Vanguard FTSE Pacific ETF 0.2 8 42 7.7 +3.5
REVS Columbia Research Enhanced Value ETF 0.2 19 31 7.4 +3.2
EPS WisdomTree U.S. LargeCap Fund 0.2 8 42 5.9 +1.7
AVDE Avantis International Equity ETF 0.2 23 27 8.1 +3.8
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 41 7.1 +2.9
IUS Invesco RAFI Strategic US ETF 0.2 19 31 6.8 +2.6
IEUR iShares Core MSCI Europe ETF 0.2 11 39 7.1 +2.9
DFAI Dimensional International Core Equity Market ETF 0.2 18 32 7.3 +3.1
INRO iShares U.S. Industry Rotation Active ETF 0.2 42 8 4.5 +0.3
FTA First Trust Large Cap Value AlphaDEX Fund 0.2 59 -9 8.2 +4.0
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 20 6.9 +2.7
VGK Vanguard FTSE Europe ETF 0.2 11 39 7.1 +2.9
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 41 7.5 +3.2
SPEU SPDR Portfolio Europe ETF 0.2 7 43 7.1 +2.9
MGC Vanguard Mega Cap ETF 0.2 7 43 4.8 +0.6
IEFA iShares Core MSCI EAFE ETF 0.2 7 43 7.1 +2.9
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 26 9.2 +5.0
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 6.5 +2.3
FLEE Franklin FTSE Europe ETF 0.2 9 41 7.2 +2.9
VEGN US Vegan Climate ETF 0.1 60 -10 4.5 +0.3
IWL iShares Russell Top 200 ETF 0.1 15 35 4.7 +0.5
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 43 7.2 +3.0
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 15 7.3 +3.1
MCHI iShares MSCI China ETF 0.1 59 -9 8.4 +4.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 47 7.2 +3.0
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -15 8.2 +3.9
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 7.2 +3.0
RNEM First Trust Emerging Markets Equity Select ETF 0.1 75 -25 7.6 +3.3
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 39 8.4 +4.2
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -16 10.0 +5.8
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.1 15 35 7.2 +3.0
JHEM John Hancock Multifactor Emerging Markets ETF 0.1 49 1 8.2 +4.0
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 46 7.1 +2.9
VEA Vanguard FTSE Developed Markets ETF 0.1 5 45 7.3 +3.1
VXUS Vanguard Total International Stock ETF 0.1 7 43 7.2 +3.0
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 20 8.1 +3.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 8 42 7.3 +3.0
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 30 7.0 +2.8
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 14 7.8 +3.6
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 17 8.2 +4.0
DWM WisdomTree International Equity Fund 0.1 48 2 8.0 +3.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 31 6.2 +2.0
DXJ WisdomTree Japan Hedged Equity Fund 0.1 48 2 8.5 +4.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 10 7.9 +3.7
STXE Strive Emerging Markets Ex-China ETF 0.1 32 18 7.0 +2.8
SCHE Schwab Emerging Markets Equity ETF 0.1 11 39 7.1 +2.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 16 7.0 +2.7
GXC SPDR S&P China ETF 0.1 59 -9 8.3 +4.1
SCHF Schwab International Equity ETF 0.1 6 44 7.5 +3.3
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.1 20 30 6.5 +2.3
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -20 7.7 +3.5
VWO Vanguard FTSE Emerging Markets ETF 0.1 8 42 6.9 +2.7
DIVB iShares Core Dividend ETF 0.1 5 45 7.5 +3.3
MODL VictoryShares WestEnd U.S. Sector ETF 0.1 42 8 4.7 +0.5
AVIV Avantis International Large Cap Value ETF 0.1 25 25 9.0 +4.7
DEM WisdomTree Emerging Markets High Dividend Fund 0.1 63 -13 18.9 +14.6
BKIE BNY Mellon International Equity ETF 0.1 4 46 7.1 +2.9
AVEM Avantis Emerging Markets Equity ETF 0.1 33 17 8.9 +4.7
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 32 7.0 +2.8
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 35 10.2 +6.0
DEW WisdomTree Global High Dividend Fund 0.1 58 -8 8.5 +4.3
EFA iShares MSCI EAFE ETF 0.1 35 15 6.9 +2.7
DIHP Dimensional International High Profitability ETF 0.1 29 21 7.6 +3.4
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 9 5.0 +0.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 9 7.4 +3.2
EMMF WisdomTree Emerging Markets Multifactor Fund 0.1 48 2 8.8 +4.6
BBJP JPMorgan BetaBuilders Japan ETF 0.1 19 31 7.8 +3.6
KALL KraneShares MSCI All China Index ETF 0.1 49 1 9.0 +4.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 8.9 +4.7
VIGI Vanguard International Dividend Appreciation ETF 0.1 15 35 6.4 +2.2
SPHQ Invesco S&P 500 Quality ETF 0.1 15 35 5.7 +1.5
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.1 39 11 12.5 +8.3
NANC Unusual Whales Subversive Democratic Trading ETF 0.1 75 -25 3.9 -0.3
VGT Vanguard Information Technology ETF 0.1 10 40 4.4 +0.2
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 35 5.7 +1.5
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 34 6.8 +2.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 25 9.9 +5.6
HDUS Hartford Disciplined US Equity ETF 0.1 19 31 5.9 +1.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 14 6.6 +2.4
QLC FlexShares US Quality Large Cap Index Fund 0.1 25 25 5.4 +1.2
FLJH Franklin FTSE Japan Hedged ETF 0.1 9 41 7.7 +3.5
DISV Dimensional International Small Cap Value ETF 0.1 42 8 9.1 +4.9
AVES Avantis Emerging Markets Value ETF 0.1 36 14 11.6 +7.4
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 33 7.6 +3.4
EEMA iShares MSCI Emerging Markets Asia ETF 0.1 49 1 6.5 +2.3
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.1 20 30 6.8 +2.6
RECS Columbia Research Enhanced Core ETF 0.1 15 35 5.5 +1.2
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 42 4.6 +0.4
FLJP Franklin FTSE Japan ETF 0.1 9 41 7.8 +3.6
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 20 5.9 +1.7
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 1 5.6 +1.4
CCMG CCM Global Equity ETF 0.1 34 16 7.6 +3.4
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 16 5.9 +1.7
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 70 -20 6.2 +1.9
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 46 4.2 -0.0
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 23 8.6 +4.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 7.4 +3.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -25 4.3 +0.0
IGRO iShares International Dividend Growth ETF 0.1 15 35 7.5 +3.3
JPXN iShares JPX-Nikkei 400 ETF 0.1 48 2 8.7 +4.5
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 35 5.3 +1.1
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 1 6.1 +1.9
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 22 4.7 +0.5
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.1 32 18 6.2 +2.0
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 31 6.9 +2.6
DFEV Dimensional Emerging Markets Value ETF 0.1 43 7 11.1 +6.9
EFG iShares MSCI EAFE Growth ETF 0.1 36 14 4.5 +0.3
XC WisdomTree Emerging Markets Ex-China Fund 0.1 32 18 6.0 +1.8
IWX iShares Russell Top 200 Value ETF 0.0 20 30 6.0 +1.8
IGM iShares Expanded Tech Sector ETF 0.0 41 9 4.4 +0.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 20 7.3 +3.1
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.0 5 45 7.3 +3.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.0 25 25 7.2 +2.9
SQEW LeaderShares Equity Skew ETF 0.0 81 -31 3.9 -0.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 25 5.6 +1.4
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.0 58 -8 6.4 +2.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 29 3.8 -0.4
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 32 4.5 +0.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.0 25 25 7.2 +3.0
QDEF FlexShares Quality Dividend Defensive Index Fund 0.0 37 13 3.9 -0.3
GWX SPDR S&P International Small Cap ETF 0.0 40 10 6.5 +2.3
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 25 8.8 +4.6
GLOF iShares Global Equity Factor ETF 0.0 20 30 7.0 +2.8
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 0 4.8 +0.6

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:		 Global X Clean Water ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.9 %
Divided by: Fwd. P/BV 2.7 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 4.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 CATEGORY
AVERAGE		 1.53
 
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.