Global X Clean Water ETF
ALTAR
Score™		 4.5% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 19.9x P/Sales
ratio		 2.8x
P/BV
ratio		 2.8x Div.
yield		 2.1%


  • 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) $18
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) $11,313
Large cap (>$10bn) 49.5%
Mid cap ($2-10bn) 44.6%
Small cap (<$2bn) 6.0%
Developed mkts 89.9%
Emerging mkts 10.1%

TOP TEN HOLDINGS
FERGUSON ENTERPRISES INC 8.3 %
XYLEM INC 8.0 %
PENTAIR PLC 7.9 %
AMERICAN WATER WORKS CO INC 7.1 %
CORE & MAIN, INC. CLASS A 5.3 %
CIA SANEAMENTO BASICO DE SP 5.3 %
ADVANCED DRAINAGE SYSTEMS INC 5.1 %
SEVERN TRENT PLC 4.9 %
UNITED UTILITIES GROUP PLC 4.8 %
ESSENTIAL UTILITIES, INC. 4.4 %
Total 61.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 64.5 %
BRITAIN 17.6 %
BRAZIL 6.1 %
JAPAN 3.7 %
CHINA 2.5 %
HONG KONG 2.2 %
SOUTH KOREA 1.5 %
SINGAPORE 1.0 %
CAYMAN ISLANDS 0.3 %
SAUDI ARABIA 0.3 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
13.1% 13.1% -- -- 6.0%

Market Correlations
versus... Beta R-squared
S&P500 0.53 44%
MSCI EAFE 0.68 51%
MSCI Emg. Mkts. 0.51 33%

Technical Indicators
Recent close $19.66
30d moving avg. $19.01
Annualized volatility 14.8%
Short interest (ETF) 2.0%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 6
Turnover 0.7%
Bid/Ask (% of price) 0.46%
ADV underlying (mns) $920

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 689 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™: 4.5%


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 62.8 57 -7 4.2 -0.3
EFRA iShares Environmental Infrastructure and Industrials ETF 47.8 47 3 4.8 +0.3
PHO Invesco Water Resources ETF 47.5 60 -10 4.2 -0.3
TBLU Tortoise Global Water ESG ETF 45.5 40 10 4.2 -0.4
FIW First Trust Water ETF 42.2 53 -3 4.3 -0.3
PIO Invesco Global Water ETF 35.3 75 -25 3.8 -0.7
EBLU Ecofin Global Water ESG Fund 33.9 40 10 4.2 -0.3
EVX VanEck Environmental Services ETF 18.6 55 -5 2.2 -2.3
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 13.2 45 5 4.7 +0.2
FTRI First Trust Indxx Global Natural Resources Income ETF 11.8 70 -20 6.4 +1.9
BEEZ Honeytree U.S. Equity ETF 10.4 64 -14 3.2 -1.3
NVIR Horizon Kinetics Energy and Remediation ETF 9.7 85 -35 5.8 +1.3
OCEN IQ Clean Oceans ETF 9.2 45 5 5.1 +0.5
AIRR First Trust RBA American Industrial Renaissance ETF 8.0 70 -20 3.7 -0.8
SMDV ProShares Russell 2000 Dividend Growers ETF 7.4 40 10 6.8 +2.3
NUMV Nuveen ESG Mid-Cap Value ETF 7.2 31 19 6.0 +1.5
IFRA iShares U.S. Infrastructure ETF 6.0 30 20 5.6 +1.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 5.9 48 2 7.7 +3.2
PSCI Invesco S&P SmallCap Industrials ETF 5.6 29 21 4.7 +0.2
XSHQ Invesco S&P SmallCap Quality ETF 5.4 29 21 6.6 +2.1
ETEC iShares Breakthrough Environmental Solutions ETF 5.4 47 3 3.1 -1.5
FXU First Trust Utilities AlphaDEX Fund 5.0 64 -14 5.3 +0.7
CZA Invesco Zacks Mid-Cap ETF 5.0 72 -22 6.6 +2.1
RSMC Rockefeller U.S. Small-Mid Cap ETF 4.4 75 -25 3.8 -0.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 4.3 46 4 8.2 +3.6
XSLV Invesco S&P SmallCap Low Volatility ETF 4.2 25 25 7.6 +3.1
VCLN Virtus Duff & Phelps Clean Energy ETF 4.2 59 -9 3.7 -0.9
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 4.2 29 21 4.1 -0.5
TMDV ProShares Russell US Dividend Growers ETF 4.2 35 15 6.2 +1.6
CWS AdvisorShares Focused Equity ETF 4.0 84 -34 4.5 +0.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.9 60 -10 6.0 +1.4
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 3.9 59 -9 8.7 +4.2
RSPN Invesco S&P 500 Equal Weight Industrials ETF 3.9 40 10 4.2 -0.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.9 15 35 6.9 +2.4
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.9 60 -10 4.5 -0.0
HWAY Themes US Infrastructure ETF 3.8 29 21 5.0 +0.5
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 3.8 46 4 5.4 +0.9
FFOX FundX Future Fund Opportunities ETF 3.8 100 -50 2.7 -1.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 3.7 35 15 6.4 +1.9
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 3.7 35 15 8.3 +3.8
SIXS ETC 6 Meridian Small Cap Equity ETF 3.5 89 -39 8.5 +3.9
ABLD Abacus FCF Real Assets Leaders ETF 3.4 69 -19 6.2 +1.6
XHB State Street SPDR S&P Homebuilders ETF 3.3 35 15 9.5 +5.0
AMID Argent Mid Cap ETF Argent Mid Cap ETF 3.3 52 -2 5.1 +0.5
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.3 61 -11 5.6 +1.1
PAVE Global X U.S. Infrastructure Development ETF 3.2 47 3 4.3 -0.2
ERTH Invesco MSCI Sustainable Future ETF 3.2 62 -12 3.1 -1.4
CCNR ALPS CoreCommodity Natural Resources ETF 3.1 39 11 7.3 +2.8
VPU Vanguard Utilities ETF 3.1 9 41 4.9 +0.4
RSPU Invesco S&P 500 Equal Weight Utilities ETF 3.1 40 10 5.2 +0.6
FUTY Fidelity MSCI Utilities Index ETF 3.0 8 42 4.9 +0.4
RNSC Furst Trust Small Cap US Equity Select ETF 3.0 60 -10 4.3 -0.2
FSGS First Trust SMID Growth Strength ETF 3.0 60 -10 4.3 -0.2
DEMZ Democratic Large Cap Core ETF 2.9 45 5 3.8 -0.7
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.9 30 20 15.2 +10.7
JXI iShares Global Utilities ETF 2.8 43 7 5.3 +0.8
EWZ iShares MSCI Brazil ETF 2.8 58 -8 11.8 +7.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.8 35 15 5.5 +1.0
FLBR Franklin FTSE Brazil ETF 2.8 19 31 13.5 +8.9
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.7 65 -15 4.2 -0.3
XSMO Invesco S&P SmallCap Momentum ETF 2.7 39 11 3.8 -0.7
IJT iShares S&P Small-Cap 600 Growth ETF 2.7 18 32 4.6 +0.0
MADE iShares U.S. Manufacturing ETF 2.7 40 10 3.9 -0.6
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.7 12 38 7.0 +2.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.6 10 40 4.7 +0.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.6 39 11 3.4 -1.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.6 15 35 4.6 +0.1
MDCP VictoryShares THB Mid Cap ESG ETF 2.6 55 -5 5.2 +0.6
TDV ProShares S&P Technology Dividend Aristocrats ETF 2.5 45 5 5.0 +0.5
FLN First Trust Latin America AlphaDEX Fund 2.5 80 -30 10.1 +5.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.5 47 3 5.8 +1.2
NUDV Nuveen ESG Dividend ETF 2.5 26 24 6.6 +2.1
DWX SPDR S&P International Dividend ETF 2.5 45 5 6.8 +2.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.4 35 15 6.8 +2.3
PSCT Invesco S&P SmallCap Information Technology ETF 2.4 29 21 4.0 -0.6
SIXL ETC 6 Meridian Low Beta Equity ETF 2.4 80 -30 5.7 +1.1
IDU iShares U.S. Utilities ETF 2.3 40 10 4.4 -0.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.3 15 35 5.2 +0.7
FIDU Fidelity MSCI Industrial Index ETF 2.3 8 42 3.6 -0.9
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.3 49 1 5.8 +1.3
SNSR Global X Internet of Things ETF 2.3 68 -18 4.2 -0.4
TPSC Timothy Plan US Small Cap Core ETF 2.2 52 -2 6.1 +1.6
IVRA Invesco Real Assets ESG ETF 2.2 59 -9 6.0 +1.5
OSCV Opus Small Cap Value ETF 2.2 79 -29 6.1 +1.6
EUDV ProShares MSCI Europe Dividend Growers ETF 2.2 55 -5 5.4 +0.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 35 6.6 +2.1
XJR iShares ESG Screened S&P Small-Cap ETF 2.1 12 38 6.6 +2.0
ETHO Etho Climate Leadership U.S. ETF 2.1 47 3 4.7 +0.2
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 10 4.9 +0.4
FVD First Trust Value Line Dividend Index Fund 2.1 65 -15 5.6 +1.1
SRHQ SRH U.S. Quality ETF 2.1 35 15 6.2 +1.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.0 39 11 4.2 -0.3
FTHF First Trust Emerging Markets Human Flourishing ETF 2.0 75 -25 7.3 +2.8
DGLO First Trust RBA Deglobalization ETF 2.0 70 -20 5.7 +1.1
PSC Principal U.S. Small-Cap ETF 2.0 38 12 5.8 +1.3
JSTC Adasina Social Justice All Cap Global ETF 2.0 89 -39 4.2 -0.3
STXM Strive Mid-Cap ETF 2.0 18 32 5.4 +0.9
FSCS First Trust SMID Capital Strength ETF 2.0 60 -10 6.1 +1.5
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.0 60 -10 6.8 +2.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.0 10 40 3.6 -0.9
ILF iShares Latin America 40 ETF 2.0 48 2 10.4 +5.9
ISCG iShares Morningstar Small-Cap Growth ETF 2.0 6 44 2.5 -2.1
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 1.9 10 40 3.7 -0.9
RNMC First Trust Mid Cap US Equity Select ETF 1.9 60 -10 5.9 +1.4
PSET Principal Quality ETF 1.9 15 35 4.7 +0.1
SDY State Street SPDR S&P Dividend ETF 1.9 35 15 6.1 +1.5
IWO iShares Russell 2000 Growth ETF 1.9 24 26 0.6 -3.9
IJR iShares Core S&P Small Cap ETF 1.9 6 44 6.6 +2.1
XLU The Utilities Select Sector SPDR Fund 1.9 8 42 4.9 +0.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.9 80 -30 6.7 +2.2
VNSE Natixis Vaughan Nelson Select ETF 1.9 80 -30 4.1 -0.4
QDIV Global X S&P 500 Quality Dividend ETF 1.9 20 30 8.0 +3.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.9 35 15 3.0 -1.5
SAGP Strategas Global Policy Opportunities ETF 1.9 65 -15 4.6 +0.1
FTDS First Trust Dividend Strength ETF 1.8 70 -20 7.2 +2.7
DIVE Dana Concentrated Dividend ETF 1.8 65 -15 6.6 +2.1
AFMC First Trust Active Factor Mid Cap ETF 1.8 65 -15 6.9 +2.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.8 30 20 6.9 +2.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.8 4 46 5.0 +0.5
VIOO Vanguard S&P Small-Cap 600 ETF 1.8 7 43 6.6 +2.1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.8 3 47 6.6 +2.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.8 40 10 6.6 +2.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.8 20 30 5.4 +0.9
ABLG Abacus FCF International Leaders ETF 1.8 59 -9 5.7 +1.2
FPAG FPA Global Equity ETF 1.8 49 1 4.9 +0.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.8 70 -20 1.6 -2.9
RUNN Running Oak Efficient Growth ETF 1.8 58 -8 4.3 -0.2
NUSC Nuveen ESG Small-Cap ETF 1.7 31 19 4.5 -0.1
TPHD Timothy Plan High Dividend Stock ETF 1.7 52 -2 6.3 +1.8
JPSV JPMorgan Active Small Cap Value ETF 1.7 74 -24 7.5 +3.0
DVYE iShares Emerging Markets Dividend ETF 1.7 49 1 16.6 +12.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.7 59 -9 5.3 +0.8
DON WisdomTree U.S. MidCap Dividend Fund 1.7 38 12 8.1 +3.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.7 17 33 5.1 +0.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.6 20 30 5.6 +1.0
EZM WisdomTree U.S. MidCap Fund 1.6 38 12 7.5 +3.0
DSMC Distillate Small/Mid Cash Flow ETF 1.6 55 -5 11.2 +6.7
VIS Vanguard Industrials ETF 1.6 9 41 3.7 -0.9
FLLA Franklin FTSE Latin America ETF 1.6 19 31 11.5 +6.9
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.6 20 30 2.6 -2.0
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.6 12 38 6.6 +2.1
MJSC MUFG Japan Small Cap Active ETF 1.6 85 -35 5.2 +0.7
CZAR Themes Natural Monopoly ETF 1.6 35 15 4.9 +0.4
NULV Nuveen ESG Large-Cap Value ETF 1.6 26 24 5.5 +1.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.5 10 40 7.7 +3.2
VTWG Vanguard Russell 2000 Growth ETF 1.5 10 40 0.8 -3.8
CSMD Congress SMid Growth ETF 1.5 69 -19 3.1 -1.4
FSMD Fidelity Small-Mid Multifactor ETF 1.5 15 35 6.0 +1.5
VBK Vanguard Small-Cap Growth ETF 1.5 7 43 1.5 -3.1
RCGE RockCreek Global Equality ETF 1.5 95 -45 6.0 +1.5
SCHM Schwab U.S. Mid-Cap ETF 1.5 4 46 5.9 +1.4
SGRT SMART Earnings Growth 30 ETF 1.5 59 -9 1.8 -2.8
DES WisdomTree U.S. SmallCap Dividend Fund 1.5 38 12 8.0 +3.5
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.5 65 -15 4.1 -0.4
XJH iShares ESG Screened S&P Mid-Cap ETF 1.4 12 38 6.1 +1.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.4 29 21 6.9 +2.4
ISMD Inspire Small/Mid Cap ETF 1.4 54 -4 4.6 +0.0
FBCV Fidelity Blue Chip Value ETF 1.4 59 -9 6.4 +1.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.4 60 -10 5.1 +0.6
FLV American Century Focused Large Cap Value ETF 1.4 42 8 6.0 +1.5
SMAP Amplify Small-Mid Cap Equity ETF 1.4 60 -10 4.7 +0.2
FNX First Trust Mid Cap Core AlphaDEX Fund 1.4 60 -10 5.8 +1.3
DFAS Dimensional U.S. Small Cap ETF 1.4 26 24 5.7 +1.2
CCSO Carbon Collective Climate Solutions US Equity ETF 1.4 35 15 1.1 -3.5
JHMM John Hancock Multifactor Mid Cap ETF 1.4 42 8 5.4 +0.8
MID American Century Mid Cap Growth Impact ETF 1.4 45 5 2.8 -1.7
IJJ iShares S&P Mid-Cap 400 Value ETF 1.4 18 32 7.5 +3.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.4 7 43 4.9 +0.4
SFYX SoFi Next 500 ETF 1.4 0 50 4.9 +0.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 35 6.9 +2.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 38 4.3 -0.2
SMOT VanEck Morningstar SMID Moat ETF 1.3 49 1 5.8 +1.2
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.3 15 35 7.6 +3.1
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 25 6.7 +2.2
ALIL Argent Focused Small Cap ETF 1.3 74 -24 5.5 +0.9
MDY SPDR S&P Midcap 400 ETF Trust 1.3 24 26 6.0 +1.5
IJH iShares Core S&P Mid-Cap ETF 1.3 5 45 6.2 +1.7
EMIF iShares Emerging Markets Infrastructure ETF 1.3 60 -10 3.1 -1.4
VB Vanguard Small-Cap ETF 1.3 5 45 5.2 +0.7
RSSL Global X Russell 2000 ETF 1.3 8 42 3.1 -1.4
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.3 50 0 5.4 +0.9
ISCB iShares Morningstar Small-Cap ETF 1.3 4 46 5.0 +0.5
AVMC Avantis U.S. Mid Cap Equity ETF 1.3 18 32 5.9 +1.4
MAGA Point Bridge America First ETF 1.2 72 -22 5.6 +1.1
IWM iShares Russell 2000 ETF 1.2 19 31 3.1 -1.4
SMLF iShares U.S. SmallCap Equity Factor ETF 1.2 15 35 5.2 +0.6
IVOO Vanguard S&P Mid-Cap 400 ETF 1.2 7 43 6.2 +1.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.2 3 47 6.2 +1.7
SUSA iShares MSCI USA ESG Select ETF 1.2 25 25 3.9 -0.6
IJK iShares S&P Mid-Cap 400 Growth ETF 1.2 17 33 4.8 +0.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.2 39 11 2.7 -1.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.2 30 20 5.6 +1.1
ROAM Hartford Multifactor Emerging Markets ETF 1.2 44 6 10.2 +5.7
BUL Pacer US Cash Cows Growth ETF 1.2 60 -10 4.0 -0.5
XLI The Industrial Select Sector SPDR Fund 1.2 8 42 3.6 -0.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.2 52 -2 4.9 +0.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.2 20 30 4.7 +0.2
JHSC John Hancock Multifactor Small Cap ETF 1.2 42 8 5.7 +1.2
FLDZ RiverNorth Patriot ETF 1.2 75 -25 5.6 +1.1
FNDA Schwab Fundamental US Small Co. Index ETF 1.1 25 25 6.6 +2.0
DEUS Xtrackers Russell US Multifactor ETF 1.1 17 33 6.0 +1.4
VFMV Vanguard U.S. Minimum Volatility ETF 1.1 13 37 5.2 +0.7
IWS iShares Russell Mid-Cap Value ETF 1.1 23 27 6.2 +1.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.1 15 35 4.8 +0.3
VTWO Vanguard Russell 2000 ETF 1.1 7 43 3.2 -1.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.1 15 35 6.2 +1.7
TAX Cambria Tax Aware ETF 1.1 49 1 5.0 +0.5
VBR Vanguard Small Cap Value ETF 1.1 7 43 7.8 +3.3
LQPE PEO AlphaQuest Thematic PE ETF 1.1 125 -75 6.1 +1.6
IJS iShares S&P Small-Cap 600 Value ETF 1.1 18 32 8.5 +4.0
SVAL iShares US Small Cap Value Factor ETF 1.1 20 30 7.7 +3.2
TRFM AAM Transformers ETF 1.1 49 1 1.0 -3.6
IQRA IQ CBRE Real Assets ETF 1.1 65 -15 5.4 +0.9
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 1.0 80 -30 8.2 +3.7
IYJ iShares U.S. Industrials ETF 1.0 40 10 3.9 -0.6
AIVI WisdomTree International AI Enhanced Value Fund 1.0 58 -8 6.2 +1.6
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 -20 9.2 +4.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 30 7.1 +2.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.0 10 40 8.4 +3.9
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.0 15 35 8.5 +4.0
PRXV Praxis Impact Large Cap Value ETF 1.0 36 14 5.8 +1.3
CHGX AXS Change Finance ESG ETF 1.0 49 1 4.4 -0.1
BFOR ALPS Barron's 400 ETF 1.0 65 -15 4.9 +0.3
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.0 55 -5 3.4 -1.1
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.0 60 -10 5.2 +0.7
AFLG First Trust Active Factor Large Cap ETF 0.9 55 -5 5.4 +0.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 10 40 4.9 +0.4
ECNS iShares MSCI China Small-Cap ETF 0.9 59 -9 8.8 +4.3
EVUS iShares ESG Aware MSCI USA Value ETF 0.9 18 32 5.6 +1.1
SSPY Syntax Stratified LargeCap ETF 0.9 30 20 5.9 +1.4
VFQY Vanguard U.S. Quality Factor ETF 0.9 13 37 5.3 +0.8
VOT Vanguard Mid-Cap Growth ETF 0.9 7 43 3.0 -1.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.9 60 -10 4.9 +0.4
IWR iShares Russell Midcap ETF 0.9 19 31 5.4 +0.9
FXG First Trust Consumer Staples AlphaDEX Fund 0.9 63 -13 8.0 +3.4
VXF Vanguard Extended Market ETF 0.9 5 45 3.9 -0.7
SCHA Schwab U.S. Small-Cap ETF 0.9 4 46 4.8 +0.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.9 54 -4 6.6 +2.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 12 8.6 +4.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 25 5.1 +0.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.9 38 12 5.6 +1.1
ZECP Zacks Earnings Consistent Portfolio ETF 0.9 55 -5 4.2 -0.4
BLES Inspire Global Hope ETF 0.9 61 -11 6.0 +1.5
BKSE BNY Mellon US Small Cap Core Equity ETF 0.9 4 46 5.0 +0.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.9 60 -10 8.8 +4.3
STXK Strive Small-Cap ETF 0.9 18 32 5.2 +0.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.8 64 -14 0.9 -3.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.8 43 7 5.1 +0.5
IMCG iShares Morningstar Mid-Cap Growth ETF 0.8 6 44 3.6 -0.9
ECOW Pacer Emerging Markets Cash Cows 100 ETF 0.8 70 -20 11.6 +7.1
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.8 32 18 5.5 +1.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.8 58 -8 5.0 +0.5
BRF VanEck Brazil Small-Cap ETF 0.8 66 -16 10.9 +6.4
EWZS iShares MSCI Brazil Small-Cap ETF 0.8 59 -9 11.2 +6.6
EYLD Cambria Emerging Shareholder Yield ETF 0.8 66 -16 10.5 +6.0
ROUS Hartford Multifactor US Equity ETF 0.8 19 31 6.0 +1.5
RSP Invesco S&P 500 Equal Weight ETF 0.8 20 30 5.9 +1.3
HOMZ Hoya Capital Housing ETF 0.8 30 20 8.4 +3.9
WCEO Hypatia Women CEO ETF 0.8 85 -35 2.8 -1.7
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.8 20 30 5.7 +1.2
HAPS Harbor Human Capital Factor US Small Cap ETF 0.8 60 -10 3.3 -1.2
CFA VictoryShares US 500 Volatility Wtd ETF 0.8 35 15 5.3 +0.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.8 40 10 5.2 +0.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.8 9 41 5.4 +0.9
XMMO Invesco S&P MidCap Momentum ETF 0.8 34 16 3.6 -0.9
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.8 90 -40 4.3 -0.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.8 24 26 6.4 +1.9
NULC Nuveen ESG Large-Cap ETF 0.8 21 29 4.4 -0.1
SMMD iShares Russell 2500 ETF 0.7 15 35 5.7 +1.2
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 21 4.2 -0.3
GVLU Gotham 1000 Value ETF 0.7 50 0 8.1 +3.6
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 15 6.4 +1.9
XMVM Invesco S&P MidCap Value with Momentum ETF 0.7 39 11 8.4 +3.9
EWU iShares MSCI United Kingdom ETF 0.7 50 0 6.9 +2.4
SIZE iShares MSCI USA Size Factor ETF 0.7 15 35 5.5 +0.9
AVMV Avantis U.S. Mid Cap Value ETF 0.7 20 30 7.5 +3.0
FDM First Trust Dow Jones Select MicroCap Index Fund 0.7 60 -10 6.9 +2.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 30 4.8 +0.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 30 6.3 +1.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -10 -0.9 -5.4
EUSA iShares MSCI USA Equal Weighted ETF 0.7 9 41 5.5 +1.0
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.7 40 10 6.1 +1.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 41 3.4 -1.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 11 8.1 +3.6
DSTL Distillate US Fundamental Stability & Value ETF 0.7 39 11 7.2 +2.7
KGRN KraneShares MSCI China Clean Technology Index ETF 0.7 79 -29 0.3 -4.2
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.7 32 18 5.3 +0.8
DUHP Dimensional US High Profitability ETF 0.7 21 29 5.0 +0.5
VO Vanguard Mid-Cap ETF 0.7 4 46 5.3 +0.7
FLGB Franklin FTSE United Kingdom ETF 0.7 9 41 6.6 +2.1
AVSC Avantis U.S Small Cap Equity ETF 0.7 25 25 4.5 -0.0
QGRO American Century U.S. Quality Growth ETF 0.7 29 21 3.1 -1.5
EXI iShares Global Industrials ETF 0.6 42 8 3.6 -0.9
DFSU Dimensional US Sustainability Core 1 ETF 0.6 18 32 4.5 0.0
DIM WisdomTree International MidCap Dividend Fund 0.6 58 -8 6.5 +1.9
PID Invesco International Dividend Achievers ETF 0.6 53 -3 4.7 +0.2
PBD Invesco Global Clean Energy ETF 0.6 75 -25 0.6 -3.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.6 10 40 4.5 -0.0
PTL Inspire 500 ETF 0.6 9 41 4.7 +0.1
DIVG Invesco S&P 500 High Dividend Growers ETF 0.6 39 11 7.6 +3.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 71 -21 -1.3 -5.8
CGGO Capital Group Global Growth Equity ETF 0.6 47 3 3.8 -0.8
DWMF WisdomTree International Multifactor Fund 0.6 38 12 6.4 +1.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 11 8.2 +3.7
VIG Vanguard Dividend Appreciation ETF 0.6 5 45 4.9 +0.3
SCJ iShares MSCI Japan Small-Cap ETF 0.6 50 0 5.9 +1.4
DFAC Dimensional U.S. Core Equity 2 ETF 0.6 17 33 4.7 +0.2
VIDI Vident International Equity Strategy ETF 0.6 61 -11 9.2 +4.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.6 67 -17 8.7 +4.1
DXUV Dimensional US Vector Equity ETF 0.6 28 22 5.2 +0.7
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 44 7.4 +2.9
IMCB iShares Morningstar Mid-Cap ETF 0.6 4 46 5.5 +1.0
ESGU iShares ESG Aware MSCI USA ETF 0.6 15 35 4.2 -0.4
HART IQ Healthy Hearts ETF 0.6 45 5 5.4 +0.9
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.6 44 6 9.3 +4.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.5 24 26 7.2 +2.7
STXD Strive 1000 Dividend Growth ETF 0.5 35 15 4.2 -0.3
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.5 88 -38 7.3 +2.8
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.5 20 30 9.0 +4.5
FTA First Trust Large Cap Value AlphaDEX Fund 0.5 59 -9 7.8 +3.3
FEX First Trust Large Cap Core AlphaDEX Fund 0.5 59 -9 5.0 +0.5
VSDA VictoryShares Dividend Accelerator ETF 0.5 35 15 6.4 +1.9
DCOR Dimensional US Core Equity 1 ETF 0.5 14 36 4.6 +0.1
QDF FlexShares Quality Dividend Index Fund 0.5 37 13 5.4 +0.9
IWN iShares Russell 2000 Value ETF 0.5 24 26 5.6 +1.1
VTWV Vanguard Russell 2000 Value ETF 0.5 10 40 5.7 +1.2
XOEF iShares S&P 500 ex S&P 100 ETF 0.5 20 30 4.8 +0.3
JHML John Hancock Multifactor Large Cap ETF 0.5 29 21 4.6 +0.1
GVUS Marketbeta Russell 1000 Value Equity ETF 0.5 12 38 5.7 +1.2
CGXU Capital Group International Focus Equity ETF 0.5 54 -4 4.7 +0.2
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.5 40 10 4.1 -0.4
EES WisdomTree U.S. SmallCap Fund 0.5 38 12 7.5 +2.9
PFM Invesco Dividend Achievers ETF 0.5 53 -3 4.6 +0.1
VUSE Vident U.S. Equity Strategy ETF 0.5 50 0 3.5 -1.0
DFUV Dimensional US Marketwide Value ETF 0.5 22 28 6.4 +1.9
EMLP First Trust North American Energy Infrastructure Fund 0.5 95 -45 5.5 +1.0
EMMF WisdomTree Emerging Markets Multifactor Fund 0.5 48 2 5.9 +1.4
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.5 25 25 5.9 +1.3
VOE Vanguard Mid-Cap Value ETF 0.5 7 43 6.8 +2.3
AFSM First Trust Active Factor Small Cap ETF 0.5 75 -25 6.4 +1.9
KRMA Global X Conscious Companies ETF 0.5 43 7 5.2 +0.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.5 18 32 6.9 +2.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.5 27 23 6.6 +2.1
IGRO iShares International Dividend Growth ETF 0.5 15 35 6.3 +1.7
REVS Columbia Research Enhanced Value ETF 0.5 19 31 6.9 +2.4
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 27 5.1 +0.6
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 20 7.0 +2.4
DGRO iShares Core Dividend Growth ETF 0.4 8 42 5.8 +1.3
FKU First Trust United Kingdom AlphaDEX Fund 0.4 80 -30 6.5 +2.0
AKAF The Frontier Economic Fund 0.4 20 30 5.5 +0.9
JVAL JPMorgan U.S. Value Factor ETF 0.4 12 38 6.9 +2.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.4 32 18 4.3 -0.2
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 8 4.7 +0.2
SDG iShares MSCI Global Sustainable Development Goals ETF 0.4 49 1 4.8 +0.3
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.4 29 21 8.0 +3.5
FEM First Trust Emerging Markets AlphaDEX Fund 0.4 80 -30 10.1 +5.6
SXQG ETC 6 Meridian Quality Growth ETF 0.4 100 -50 3.9 -0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.4 10 40 4.2 -0.4
DFLV Dimensional US Large Cap Value ETF 0.4 22 28 6.5 +2.0
VFMO Vanguard U.S. Momentum Factor ETF 0.4 13 37 2.5 -2.1
FUNL CornerCap Fundametrics Large-Cap ETF 0.4 50 0 6.3 +1.8
VALQ American Century U.S. Quality Value ETF 0.4 29 21 6.7 +2.1
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 11 5.3 +0.7
DTH WisdomTree International High Dividend Fund 0.4 58 -8 7.4 +2.9
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.4 58 -8 8.5 +3.9
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.4 30 20 7.5 +3.0
JPIN J.P. Morgan Diversified Return International Equity ETF 0.4 37 13 7.2 +2.7
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 30 -4.6 -9.1
USMF WisdomTree U.S. Multifactor Fund 0.4 28 22 6.4 +1.9
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 -10 8.3 +3.8
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.4 65 -15 3.9 -0.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.4 15 35 4.2 -0.3
DFAU Dimensional US Core Equity Market ETF 0.4 12 38 4.3 -0.2
LRGF iShares U.S. Equity Factor ETF 0.4 8 42 4.7 +0.2
DGRW WisdomTree US Quality Dividend Growth Fund 0.4 28 22 4.8 +0.3
DTD WisdomTree U.S. Total Dividend Fund 0.4 28 22 5.6 +1.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.4 50 0 7.6 +3.1
FELV Fidelity Enhanced Large Cap Value ETF 0.4 18 32 5.9 +1.4
DIVI Franklin International Core Dividend Tilt Index ETF 0.4 9 41 6.9 +2.4
FTC First Trust Large Cap Growth AlphaDEX Fund 0.4 59 -9 1.6 -3.0
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.4 35 15 6.2 +1.7
IUSV iShares Core S&P US Value ETF 0.4 4 46 5.7 +1.1
VONV Vanguard Russell 1000 Value ETF 0.4 7 43 5.7 +1.2
IWD iShares Russell 1000 Value ETF 0.4 19 31 5.6 +1.0
HLAL Wahed FTSE USA Shariah ETF 0.4 50 0 3.9 -0.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.4 12 38 5.1 +0.6
VEGN US Vegan Climate ETF 0.3 60 -10 3.8 -0.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.3 29 21 5.5 +1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.3 9 41 4.6 +0.1
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.3 42 8 8.5 +4.0
SCHV Schwab U.S. Large-Cap Value ETF 0.3 4 46 5.8 +1.3
IWC iShares Micro-Cap ETF 0.3 60 -10 -1.3 -5.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.3 9 41 4.2 -0.4
FDLS Inspire Fidelis Multi Factor ETF 0.3 76 -26 4.0 -0.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.3 24 26 6.4 +1.9
DFVX Dimensional US Large Cap Vector ETF 0.3 22 28 5.3 +0.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 30 5.3 +0.8
USXF iShares ESG Advanced MSCI USA ETF 0.3 10 40 3.9 -0.6
ECON Columbia Emerging Markets Consumer ETF 0.3 49 1 9.9 +5.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 44 7.2 +2.7
DFUS Dimensional U.S. Equity ETF 0.3 9 41 4.1 -0.4
CVAR Cultivar ETF 0.3 87 -37 6.6 +2.1
AVSU Avantis Responsible U.S. Equity ETF 0.3 15 35 5.0 +0.5
EBI Longview Advantage ETF 0.3 35 15 5.7 +1.2
AIEQ AI Powered Equity ETF 0.3 75 -25 4.0 -0.5
WOMN Impact Shares YWCA Women's Empowerment ETF 0.3 75 -25 4.9 +0.3
BKF iShares MSCI BIC ETF 0.3 69 -19 11.7 +7.2
ISCF iShares International SmallCap Equity Factor ETF 0.3 23 27 7.3 +2.8
IVE iShares S&P 500 Value ETF 0.3 18 32 5.4 +0.9
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 46 5.5 +1.0
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.3 45 5 8.4 +3.8
FESM Fidelity Enhanced Small Cap ETF 0.3 28 22 2.7 -1.8
DLS WisdomTree International SmallCap Dividend Fund 0.3 58 -8 7.2 +2.7
DSI iShares MSCI KLD 400 Social ETF 0.3 25 25 4.1 -0.4
AVDS Avantis International Small Cap Equity ETF 0.3 30 20 5.9 +1.4
DFSI Dimensional International Sustainability Core 1 ETF 0.3 24 26 5.5 +0.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.3 11 39 4.2 -0.3
STXV Strive 1000 Value ETF 0.3 18 32 7.1 +2.6
RECS Columbia Research Enhanced Core ETF 0.3 15 35 5.0 +0.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.3 25 25 4.7 +0.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 25 5.4 +0.9
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.3 8 42 5.3 +0.8
IUS Invesco RAFI Strategic US ETF 0.3 19 31 5.9 +1.4
SUSL iShares ESG MSCI USA Leaders ETF 0.3 10 40 4.1 -0.4
EQIN Columbia US Equity Income ETF 0.3 35 15 6.2 +1.7
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 38 5.1 +0.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.3 40 10 6.4 +1.9
VOOV Vanguard S&P 500 Value ETF 0.3 7 43 5.5 +1.0
TTAC FCF US Quality ETF 0.3 59 -9 5.0 +0.5
PRF Invesco FTSE RAFI US 1000 ETF 0.3 39 11 5.9 +1.4
EEMO Invesco S&P Emerging Markets Momentum ETF 0.3 29 21 6.8 +2.3
DLN WisdomTree U.S. LargeCap Dividend Fund 0.3 28 22 5.3 +0.8
DEW WisdomTree Global High Dividend Fund 0.3 58 -8 7.5 +3.0
HDUS Hartford Disciplined US Equity ETF 0.3 19 31 5.0 +0.4
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 25 8.5 +4.0
FLKR Franklin FTSE South Korea ETF 0.3 9 41 5.6 +1.1
DWM WisdomTree International Equity Fund 0.3 48 2 6.3 +1.8
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 35 6.6 +2.1
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 10 6.2 +1.7
EWY iShares MSCI South Korea ETF 0.3 58 -8 4.8 +0.3
STXG Strive 1000 Growth ETF 0.3 18 32 3.1 -1.4
GSPY Gotham Enhanced 500 ETF 0.3 50 0 4.4 -0.1
DAK Dakota Active Equity ETF 0.3 43 7 3.7 -0.8
BIBL Inspire 100 ETF 0.3 35 15 4.3 -0.2
VTV Vanguard Value ETF 0.2 4 46 6.0 +1.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 1 6.1 +1.6
ROSC Hartford Multifactor Small Cap ETF 0.2 34 16 7.8 +3.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 31 4.8 +0.3
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -15 7.0 +2.5
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 9 7.0 +2.5
PBUS Invesco MSCI USA ETF 0.2 4 46 4.2 -0.3
VTI Vanguard Total Stock Market ETF 0.2 3 47 4.2 -0.3
VYM Vanguard High Dividend Yield Index ETF 0.2 6 44 6.2 +1.7
IWV iShares Russell 3000 ETF 0.2 20 30 4.0 -0.5
VTHR Vanguard Russell 3000 ETF 0.2 7 43 4.2 -0.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.2 3 47 4.4 -0.1
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 38 3.8 -0.7
GQI Natixis Gateway Quality Income ETF 0.2 34 16 4.1 -0.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.2 3 47 4.2 -0.4
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.2 50 0 9.1 +4.6
SCHB Schwab U.S. Broad Market ETF 0.2 3 47 4.3 -0.3
SFGV Sequoia Global Value ETF 0.2 23 27 7.4 +2.9
DMXF iShares ESG Advanced MSCI EAFE ETF 0.2 12 38 5.0 +0.5
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.2 12 38 6.4 +1.9
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 0 4.6 +0.1
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 25 6.3 +1.8
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 -20 6.8 +2.3
AVSD Avantis Responsible International Equity ETF 0.2 23 27 4.6 +0.1
VFMF Vanguard U.S. Multifactor ETF 0.2 18 32 6.6 +2.1
SPXT ProShares S&P 500 Ex-Technology ETF 0.2 9 41 4.8 +0.3
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 35 6.2 +1.7
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.2 20 30 4.6 +0.1
PXH Invesco FTSE RAFI Emerging Markets ETF 0.2 49 1 13.4 +8.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 48 4.3 -0.2
SCHK Schwab 1000 Index ETF 0.2 5 45 4.3 -0.3
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.2 35 15 4.9 +0.4
STXE Strive Emerging Markets Ex-China ETF 0.2 32 18 6.1 +1.6
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 27 2.6 -1.9
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 41 4.1 -0.4
DFIC Dimensional International Core Equity 2 ETF 0.2 23 27 6.3 +1.8
DEM WisdomTree Emerging Markets High Dividend Fund 0.2 63 -13 11.8 +7.3
AVDE Avantis International Equity ETF 0.2 23 27 6.3 +1.8
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 18 6.9 +2.4
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.2 80 -30 12.5 +8.0
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 25 5.8 +1.2
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 43 9.2 +4.7
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -30 9.3 +4.8
TOV JLens 500 Jewish Advocacy U.S. ETF 0.2 18 32 4.0 -0.5
IYY iShares Dow Jones U.S. ETF 0.2 20 30 4.1 -0.4
VT Vanguard Total World Stock ETF 0.2 6 44 5.1 +0.6
AVUS Avantis U.S. Equity ETF 0.2 15 35 4.9 +0.4
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 1 8.2 +3.7
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 26 6.3 +1.7
LVHI Franklin International Low Volatility High Dividend Index ET 0.2 40 10 9.1 +4.6
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.2 15 35 8.4 +3.8
RAUS RACWI US ETF 0.2 15 35 4.2 -0.3
DXJ WisdomTree Japan Hedged Equity Fund 0.2 48 2 5.7 +1.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.2 18 32 5.0 +0.5
SCHX Schwab U.S. Large-Cap ETF 0.2 3 47 4.3 -0.3
APUE ActivePassive U.S. Equity ETF 0.2 45 5 3.9 -0.6
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.2 30 20 8.0 +3.5
IWB iShares Russell 1000 ETF 0.2 15 35 4.2 -0.4
VONE Vanguard Russell 1000 ETF 0.2 7 43 4.3 -0.3
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 41 8.4 +3.9
ILCG iShares Morningstar Growth ETF 0.2 4 46 3.0 -1.5
AVSE Avantis Responsible Emerging Markets Equity ETF 0.2 33 17 6.9 +2.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -9 7.4 +2.9
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 41 4.5 0.0
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 40 4.3 -0.2
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -16 7.6 +3.1
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 21 6.1 +1.5
IQSI IQ Candriam International Equity ETF 0.2 15 35 5.6 +1.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 11 5.8 +1.2
SGLC SGI U.S. Large Cap Core ETF 0.2 85 -35 3.3 -1.2
QVML Invesco S&P 500 QVM Multi-factor ETF 0.2 11 39 4.4 -0.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.2 8 42 4.3 -0.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 3 8.0 +3.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 5 3.6 -0.9
STRV Strive 500 ETF 0.2 5 45 4.1 -0.4
VYMI Vanguard International High Dividend Yield ETF 0.2 17 33 8.2 +3.6
TOPC iShares S&P 500 3% Capped ETF 0.2 15 35 4.4 -0.1
KSA iShares MSCI Saudi Arabia ETF 0.2 74 -24 0.0 -4.5
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 30 5.9 +1.4
VSLU Applied Finance Valuation Large Cap ETF 0.2 49 1 4.7 +0.2
GXLC Global X U.S. 500 ETF 0.2 2 48 4.1 -0.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 43 4.5 -0.1
SPXN ProShares S&P 500 Ex-Financials ETF 0.2 9 41 4.1 -0.4
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.2 33 17 8.1 +3.6
BKEM BNY Mellon Emerging Markets Equity ETF 0.2 11 39 7.9 +3.4
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 50 4.3 -0.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 43 4.2 -0.4
VOTE TCW Transform 500 ETF 0.2 5 45 4.2 -0.3
CATH Global X S&P 500 Catholic Values Custom ETF 0.2 29 21 4.0 -0.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.2 30 20 6.6 +2.0
EEM iShares MSCI Emerging Markets ETF 0.2 69 -19 8.0 +3.5
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 25 9.4 +4.8
IEV iShares Europe ETF 0.2 67 -17 5.8 +1.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 31 5.3 +0.8
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.2 36 14 7.9 +3.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.2 75 -25 3.3 -1.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.2 12 38 3.4 -1.2
CHRI Global X S&P 500 Christian Values ETF 0.2 29 21 3.9 -0.6
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 41 6.2 +1.7
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 5.9 +1.4
DSPY Tema S&P 500 Historical Weight ETF 0.2 18 32 4.5 -0.1
VSGX Vanguard ESG International Stock ETF 0.2 10 40 6.6 +2.1
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.2 80 -30 7.3 +2.8
XVV iShares ESG Screened S&P 500 ETF 0.2 8 42 4.1 -0.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 41 4.9 +0.3
SCHE Schwab Emerging Markets Equity ETF 0.2 11 39 9.4 +4.9
SPXV ProShares S&P 500 Ex-Health Care ETF 0.2 9 41 4.0 -0.5
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 35 6.5 +2.0
FLEE Franklin FTSE Europe ETF 0.2 9 41 6.3 +1.7
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 40 5.7 +1.2
VWO Vanguard FTSE Emerging Markets ETF 0.1 7 43 9.0 +4.5
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 25 6.3 +1.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 30 4.0 -0.5
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.1 39 11 14.2 +9.7
VGK Vanguard FTSE Europe ETF 0.1 6 44 6.4 +1.9
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 15 4.5 -0.0
VOO Vanguard S&P 500 ETF 0.1 3 47 4.3 -0.3
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 15 7.4 +2.8
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 48 4.2 -0.3
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 6.0 +1.5
AVUQ Avantis U.S. Quality ETF 0.1 15 35 3.5 -1.0
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 41 4.1 -0.4
RVRB Reverb ETF 0.1 30 20 4.0 -0.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 30 4.3 -0.2
IEUR iShares Core MSCI Europe ETF 0.1 11 39 6.3 +1.8
IVV iShares Core S&P 500 ETF 0.1 3 47 4.2 -0.3
SPY SPDR S&P 500 ETF 0.1 9 41 4.2 -0.4
FLCH Franklin FTSE China ETF 0.1 19 31 14.0 +9.5
SFY SoFi Select 500 ETF 0.1 0 50 3.8 -0.7
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 -3 6.0 +1.5
SPEU SPDR Portfolio Europe ETF 0.1 7 43 6.3 +1.8
THRO iShares U.S. Thematic Rotation Active ETF 0.1 90 -40 3.1 -1.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 12 7.4 +2.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 21 3.8 -0.7
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 43 6.7 +2.2
GXC SPDR S & P China ETF 0.1 59 -9 14.2 +9.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 42 6.4 +1.9
TOK iShares MSCI Kokusai ETF 0.1 26 24 4.3 -0.2
ACWI iShares MSCI ACWI ETF 0.1 32 18 4.7 +0.2
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 46 6.8 +2.3
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.1 42 8 5.5 +1.0
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 20 6.4 +1.9
VXUS Vanguard Total International Stock ETF 0.1 5 45 6.8 +2.3
IEFA iShares Core MSCI EAFE ETF 0.1 7 43 6.1 +1.6
URTH iShares MSCI World ETF 0.1 24 26 4.4 -0.1
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 47 4.2 -0.4
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 9 5.2 +0.7
DIHP Dimensional International High Profitability ETF 0.1 29 21 5.8 +1.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -11 4.9 +0.4
RWL Invesco S&P 500 Revenue ETF 0.1 39 11 5.9 +1.4
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 35 4.5 +0.0
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 30 5.8 +1.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 32 6.4 +1.9
AVEM Avantis Emerging Markets Equity ETF 0.1 33 17 7.2 +2.6
FLJH Franklin FTSE Japan Hedged ETF 0.1 9 41 5.4 +0.9
FLJP Franklin FTSE Japan ETF 0.1 9 41 5.4 +0.9
DIVB iShares Core Dividend ETF 0.1 5 45 7.3 +2.8
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 16 6.4 +1.9
VPL Vanguard FTSE Pacific ETF 0.1 7 43 5.7 +1.2
SCHF Schwab International Equity ETF 0.1 6 44 6.2 +1.7
VEA Vanguard FTSE Developed Markets ETF 0.1 3 47 6.1 +1.6
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 47 6.0 +1.5
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.1 20 30 5.4 +0.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 7.4 +2.9
KLMN Invesco MSCI North America Climate ETF 0.1 9 41 4.3 -0.2
EFG iShares MSCI EAFE Growth ETF 0.1 36 14 3.6 -0.9
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 17 6.8 +2.2
EPS WisdomTree U.S. LargeCap Fund 0.1 8 42 5.0 +0.5
BKIE BNY Mellon International Equity ETF 0.1 4 46 6.0 +1.5
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 46 6.1 +1.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 1 4.0 -0.5
OPTZ Optimize Strategy Index ETF 0.1 50 0 4.1 -0.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 9 6.4 +1.8
RNEM First Trust Emerging Markets Equity Select ETF 0.1 75 -25 7.8 +3.3
NUEM Nuveen ESG Emerging Markets Equity ETF 0.1 36 14 6.6 +2.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 36 4.2 -0.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.1 15 35 5.0 +0.4
EFA iShares MSCI EAFE ETF 0.1 35 15 5.8 +1.2
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 5.6 +1.1
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 20 5.1 +0.6
VV Vanguard Large-Cap ETF 0.1 4 46 4.2 -0.4
EFV iShares MSCI EAFE Value ETF 0.1 34 16 7.7 +3.2
DIVN Horizon Dividend Income ETF 0.1 70 -20 6.7 +2.1
OALC OneAscent Large Cap Core ETF 0.1 86 -36 3.4 -1.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 14 5.8 +1.2
VWID Virtus WMC International Dividend ETF 0.1 49 1 7.4 +2.9
AVES Avantis Emerging Markets Value ETF 0.1 36 14 9.4 +4.9
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 25 8.4 +3.9
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 16 5.0 +0.5
DFIS Dimensional International Small Cap ETF 0.1 39 11 6.2 +1.7
VGT Vanguard Information Technology ETF 0.1 9 41 3.3 -1.3
MCHI iShares MSCI China ETF 0.1 59 -9 15.1 +10.6
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 25 6.4 +1.9
MODL VictoryShares WestEnd U.S. Sector ETF 0.1 42 8 4.0 -0.6
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 42 3.2 -1.3
AVIV Avantis International Large Cap Value ETF 0.1 25 25 7.4 +2.9
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 45 7.1 +2.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.1 60 -10 3.3 -1.2
JPXN iShares JPX-Nikkei 400 ETF 0.1 48 2 5.7 +1.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 46 3.1 -1.4
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -9 2.2 -2.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 6.8 +2.3
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 40 5.0 +0.4
EEMA iShares MSCI Emerging Markets Asia ETF 0.1 49 1 7.8 +3.3
IGF iShares Global Infrastructure ETF 0.1 41 9 4.5 -0.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 25 8.1 +3.6
GII SPDR S&P Global Infrastructure ETF 0.1 40 10 4.5 -0.1
ILCV iShares Morningstar Value ETF 0.1 4 46 5.6 +1.1
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 31 7.3 +2.8
AVDV Avantis International Small Cap Value ETF 0.1 36 14 7.7 +3.2
JHMD John Hancock Multifactor Developed International ETF 0.1 39 11 6.5 +2.0
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 33 11.2 +6.7
SCHC Schwab International Small-Cap Equity ETF 0.1 11 39 6.7 +2.2
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 1 8.3 +3.8
INRO iShares U.S. Industry Rotation Active ETF 0.1 42 8 4.0 -0.6
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 70 -20 7.1 +2.6
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 34 7.1 +2.6
DHS WisdomTree U.S. High Dividend Fund 0.1 38 12 7.2 +2.7
AVIE Avantis  Inflation Focused Equity ETF 0.1 25 25 6.3 +1.7
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 46 3.4 -1.2
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.1 35 15 11.6 +7.1
DFEV Dimensional Emerging Markets Value ETF 0.1 43 7 10.3 +5.8
DFSV Dimensional US Small Cap Value ETF 0.1 31 19 9.1 +4.5
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.1 58 -8 5.8 +1.3
DFJ WisdomTree Japan SmallCap Dividend Fund 0.1 58 -8 6.4 +1.9
PRXG Praxis Impact Large Cap Growth ETF 0.0 36 14 2.8 -1.7
USMV iShares MSCI USA Min Vol Factor ETF 0.0 15 35 5.0 +0.5
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.0 49 1 4.8 +0.3
DFAT Dimensional U.S. Targeted Value ETF 0.0 28 22 8.7 +4.2
ACVF American Conservative Values ETF 0.0 75 -25 3.6 -0.9
IQDG WisdomTree International Quality Dividend Growth Fund 0.0 42 8 6.0 +1.5
WRND IQ Global Equity R&D Leaders ETF 0.0 18 32 6.6 +2.1
DXIV Dimensional International Vector Equity ETF 0.0 34 16 6.6 +2.1
GLOF iShares Global Equity Factor ETF 0.0 20 30 5.9 +1.4
VOOG Vanguard S&P 500 Growth ETF 0.0 7 43 3.3 -1.2
IGM iShares Expanded Tech Sector ETF 0.0 41 9 2.9 -1.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 38 3.7 -0.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 29 3.1 -1.4
GWX SPDR S&P International Small Cap ETF 0.0 40 10 5.9 +1.4
IWF iShares Russell 1000 Growth ETF 0.0 19 31 3.2 -1.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 20 6.0 +1.5
VONG Vanguard Russell 1000 Growth ETF 0.0 7 43 3.5 -1.0
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.0 25 25 6.2 +1.7
FELC Fidelity Enhanced Large Cap Core ETF 0.0 18 32 4.5 -0.0
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 32 3.8 -0.7

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 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 13.8 %
Divided by: Fwd. P/BV 2.7 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 4.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.57 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.