Global X Clean Water ETF
ALTAR
Score™		 5.0% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 19.6x P/Sales
ratio		 2.8x
P/BV
ratio		 2.7x Div.
yield		 2.2%


  • 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) $22
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 8.5 %
XYLEM INC 8.2 %
PENTAIR PLC 8.2 %
AMERICAN WATER WORKS CO INC 7.6 %
CIA SANEAMENTO BASICO DE SP 5.4 %
ADVANCED DRAINAGE SYSTEMS INC 4.9 %
SEVERN TRENT PLC 4.7 %
ESSENTIAL UTILITIES, INC. 4.7 %
UNITED UTILITIES GROUP PLC 4.7 %
CORE & MAIN, INC. CLASS A 4.4 %
Total 61.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 64.2 %
BRITAIN 17.6 %
BRAZIL 6.2 %
JAPAN 3.5 %
CHINA 2.5 %
HONG KONG 2.4 %
SOUTH KOREA 1.7 %
SINGAPORE 1.0 %
SAUDI ARABIA 0.4 %
CAYMAN ISLANDS 0.3 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
15.4% 6.9% -- -- 6.3%

Market Correlations
versus... Beta R-squared
S&P500 0.86 54%
MSCI EAFE 0.75 47%
MSCI Emg. Mkts. 0.71 40%

Technical Indicators
Recent close $19.41
30d moving avg. $19.42
Annualized volatility 14.8%
Short interest (ETF) 2.0%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 88
Turnover 7.8%
Bid/Ask (% of price) 0.44%
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™: 5.0%


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 63.7 57 -7 4.7 -0.4
EFRA iShares Environmental Infrastructure and Industrials ETF 49.2 47 3 5.3 +0.3
PHO Invesco Water Resources ETF 47.3 60 -10 4.9 -0.1
TBLU Tortoise Global Water ESG ETF 43.8 40 10 4.6 -0.4
FIW First Trust Water ETF 42.1 53 -3 5.0 -0.0
PIO Invesco Global Water ETF 35.7 75 -25 4.4 -0.6
EBLU Ecofin Global Water ESG Fund 33.7 40 10 4.5 -0.5
FTRI First Trust Indxx Global Natural Resources Income ETF 12.5 70 -20 7.6 +2.6
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 11.6 45 5 5.4 +0.4
BEEZ Honeytree U.S. Equity ETF 10.6 64 -14 3.9 -1.1
NVIR Horizon Kinetics Energy and Remediation ETF 9.6 85 -35 6.5 +1.5
BLLD JPMorgan Sustainable Infrastructure ETF 8.9 49 1 5.9 +0.9
OCEN IQ Clean Oceans ETF 8.4 45 5 5.3 +0.3
AIRR First Trust RBA American Industrial Renaissance ETF 8.0 70 -20 4.9 -0.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 7.4 55 -5 4.5 -0.5
SMDV ProShares Russell 2000 Dividend Growers ETF 7.1 40 10 7.6 +2.6
GSFP Goldman Sachs Future Planet Equity ETF 6.1 75 -25 4.4 -0.6
NUMV Nuveen ESG Mid-Cap Value ETF 6.1 31 19 6.9 +1.9
VCLN Virtus Duff & Phelps Clean Energy ETF 6.0 59 -9 4.1 -0.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 6.0 48 2 9.0 +3.9
IFRA iShares U.S. Infrastructure ETF 5.7 30 20 6.4 +1.4
TEMP JPMorgan Climate Change Solutions ETF 5.7 49 1 5.8 +0.7
PSCI Invesco S&P SmallCap Industrials ETF 5.6 29 21 5.6 +0.6
XSHQ Invesco S&P SmallCap Quality ETF 5.4 29 21 7.8 +2.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 5.3 46 4 9.5 +4.5
ETEC iShares Breakthrough Environmental Solutions ETF 5.2 47 3 3.5 -1.5
CZA Invesco Zacks Mid-Cap ETF 5.0 72 -22 7.5 +2.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 4.8 35 15 7.3 +2.3
CWS AdvisorShares Focused Equity ETF 4.6 84 -34 5.5 +0.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.6 30 20 6.8 +1.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 4.6 15 35 7.7 +2.7
ABLS Abacus FCF Small Cap Leaders ETF 4.5 59 -9 5.1 +0.1
RSMC Rockefeller U.S. Small-Mid Cap ETF 4.3 75 -25 4.7 -0.4
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 4.3 29 21 4.3 -0.7
XSLV Invesco S&P SmallCap Low Volatility ETF 4.2 25 25 8.5 +3.5
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 4.2 59 -9 10.0 +5.0
TMDV ProShares Russell US Dividend Growers ETF 4.1 35 15 7.0 +1.9
HWAY Themes US Infrastructure ETF 4.0 29 21 5.9 +0.9
JSML Janus Henderson Small Cap Growth Alpha ETF 3.9 30 20 8.1 +3.1
FXU First Trust Utilities AlphaDEX Fund 3.9 64 -14 5.6 +0.6
RSPN Invesco S&P 500 Equal Weight Industrials ETF 3.9 40 10 5.2 +0.2
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 3.9 46 4 5.7 +0.7
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.9 60 -10 4.7 -0.3
XHB State Street SPDR S&P Homebuilders ETF 3.8 35 15 11.1 +6.1
OSEA Harbor International Compounders ETF 3.8 55 -5 4.8 -0.2
FFOX FundX Future Fund Opportunities ETF 3.7 100 -50 3.4 -1.6
FUTY Fidelity MSCI Utilities Index ETF 3.6 8 42 5.2 +0.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.5 60 -10 7.0 +2.0
RNMC First Trust Mid Cap US Equity Select ETF 3.5 60 -10 7.1 +2.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 3.5 52 -2 6.3 +1.3
CCNR ALPS CoreCommodity Natural Resources ETF 3.4 39 11 8.3 +3.3
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.4 61 -11 7.0 +2.0
PAVE Global X U.S. Infrastructure Development ETF 3.4 47 3 5.1 +0.1
ERTH Invesco MSCI Sustainable Future ETF 3.2 62 -12 3.4 -1.7
FLBR Franklin FTSE Brazil ETF 3.1 19 31 13.8 +8.8
RSPU Invesco S&P 500 Equal Weight Utilities ETF 3.1 40 10 5.5 +0.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.0 35 15 6.2 +1.2
FSGS First Trust SMID Growth Strength ETF 3.0 60 -10 5.2 +0.2
VPU Vanguard Utilities ETF 2.9 9 41 5.2 +0.1
EWZ iShares MSCI Brazil ETF 2.9 58 -8 12.4 +7.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.8 47 3 5.8 +0.8
IJT iShares S&P Small-Cap 600 Growth ETF 2.8 18 32 5.4 +0.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.8 30 20 17.0 +12.0
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.8 65 -15 4.9 -0.1
DEMZ Democratic Large Cap Core ETF 2.8 45 5 4.5 -0.5
ABLD Abacus FCF Real Assets Leaders ETF 2.8 69 -19 7.0 +2.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.8 59 -9 6.3 +1.3
JXI iShares Global Utilities ETF 2.8 43 7 5.6 +0.6
FLN First Trust Latin America AlphaDEX Fund 2.7 80 -30 11.5 +6.4
XSMO Invesco S&P SmallCap Momentum ETF 2.7 39 11 4.5 -0.5
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.7 12 38 8.0 +3.0
FIDU Fidelity MSCI Industrial Index ETF 2.7 8 42 4.5 -0.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.7 10 40 5.5 +0.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.7 15 35 5.4 +0.4
MID American Century Mid Cap Growth Impact ETF 2.7 45 5 3.5 -1.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.6 39 11 4.0 -1.0
SNSR Global X Internet of Things ETF 2.5 68 -18 4.8 -0.3
MADE iShares U.S. Manufacturing ETF 2.5 40 10 4.9 -0.2
MDCP VictoryShares THB Mid Cap ESG ETF 2.5 55 -5 5.8 +0.8
DWX SPDR S&P International Dividend ETF 2.4 45 5 7.2 +2.1
FTHF First Trust Emerging Markets Human Flourishing ETF 2.4 75 -25 9.2 +4.2
TPSC Timothy Plan US Small Cap Core ETF 2.4 52 -2 7.0 +2.0
PSCT Invesco S&P SmallCap Information Technology ETF 2.4 29 21 4.7 -0.4
TDV ProShares S&P Technology Dividend Aristocrats ETF 2.4 45 5 5.8 +0.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.3 35 15 7.5 +2.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.3 75 -25 7.7 +2.7
IDU iShares U.S. Utilities ETF 2.3 40 10 4.7 -0.4
OSCV Opus Small Cap Value ETF 2.3 79 -29 7.1 +2.0
EUDV ProShares MSCI Europe Dividend Growers ETF 2.2 55 -5 6.1 +1.1
XJR iShares ESG Screened S&P Small-Cap ETF 2.2 12 38 7.5 +2.5
IVRA Invesco Real Assets ESG ETF 2.2 59 -9 6.5 +1.4
LEAD Siren DIVCON Leaders Dividend ETF 2.2 43 7 4.3 -0.7
ETHO Etho Climate Leadership U.S. ETF 2.2 47 3 5.3 +0.3
ILF iShares Latin America 40 ETF 2.2 48 2 11.6 +6.6
DGLO First Trust RBA Deglobalization ETF 2.2 70 -20 6.7 +1.7
NUSC Nuveen ESG Small-Cap ETF 2.2 31 19 5.2 +0.2
SAGP Strategas Global Policy Opportunities ETF 2.2 65 -15 5.5 +0.5
DON WisdomTree U.S. MidCap Dividend Fund 2.1 38 12 9.1 +4.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 35 7.6 +2.6
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.1 49 1 7.0 +2.0
JSTC Adasina Social Justice All Cap Global ETF 2.1 89 -39 4.8 -0.2
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 10 5.9 +0.9
FPAG FPA Global Equity ETF 2.1 49 1 5.6 +0.6
RAYD Rayliant Quantitative Developed Market Equity ETF 2.1 80 -30 4.5 -0.6
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 2.1 35 15 9.2 +4.2
FVD First Trust Value Line Dividend Index Fund 2.1 65 -15 6.2 +1.2
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.1 60 -10 7.9 +2.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.1 29 21 7.9 +2.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.0 39 11 4.9 -0.1
STXM Strive Mid-Cap ETF 2.0 18 32 6.4 +1.4
IWO iShares Russell 2000 Growth ETF 2.0 24 26 0.8 -4.2
DIVE Dana Concentrated Dividend ETF 2.0 65 -15 7.8 +2.8
TPHD Timothy Plan High Dividend Stock ETF 2.0 52 -2 7.1 +2.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.0 54 -4 7.1 +2.1
VTWG Vanguard Russell 2000 Growth ETF 2.0 10 40 0.9 -4.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.0 10 40 4.1 -0.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.0 4 46 5.9 +0.9
IJR iShares Core S&P Small Cap ETF 2.0 6 44 7.5 +2.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.0 40 10 7.5 +2.5
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.0 55 -5 4.3 -0.8
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 2.0 88 -38 8.7 +3.7
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 2.0 10 40 4.2 -0.9
SDY State Street SPDR S&P Dividend ETF 2.0 35 15 6.9 +1.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.0 15 35 6.0 +1.0
FSCS First Trust SMID Capital Strength ETF 1.9 60 -10 7.3 +2.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.9 70 -20 2.2 -2.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.9 7 43 5.8 +0.8
ISCG iShares Morningstar Small-Cap Growth ETF 1.9 6 44 2.9 -2.1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.9 3 47 7.6 +2.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.9 80 -30 7.5 +2.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.9 35 15 3.7 -1.3
ABLG Abacus FCF International Leaders ETF 1.9 59 -9 6.5 +1.5
FLLA Franklin FTSE Latin America ETF 1.9 19 31 12.4 +7.4
VIOO Vanguard S&P Small-Cap 600 ETF 1.9 7 43 7.5 +2.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.9 30 20 8.2 +3.2
XLU The Utilities Select Sector SPDR Fund 1.8 8 42 5.1 +0.1
FTDS First Trust Dividend Strength ETF 1.8 70 -20 8.5 +3.5
AFMC First Trust Active Factor Mid Cap ETF 1.8 65 -15 8.3 +3.3
FSMD Fidelity Small-Mid Multifactor ETF 1.8 15 35 6.9 +1.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.8 20 30 6.1 +1.0
RUNN Running Oak Efficient Growth ETF 1.8 58 -8 5.2 +0.1
FBCV Fidelity Blue Chip Value ETF 1.7 59 -9 7.3 +2.3
DES WisdomTree U.S. SmallCap Dividend Fund 1.7 38 12 9.1 +4.1
CGV Conductor Global Equity Value ETF 1.7 130 -80 7.7 +2.7
DVYE iShares Emerging Markets Dividend ETF 1.7 49 1 17.9 +12.8
EZM WisdomTree U.S. MidCap Fund 1.7 38 12 8.6 +3.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.7 17 33 6.0 +1.0
IJJ iShares S&P Mid-Cap 400 Value ETF 1.7 18 32 8.7 +3.6
PY Principal Value ETF 1.7 15 35 7.3 +2.3
VIS Vanguard Industrials ETF 1.7 9 41 4.5 -0.5
AVMC Avantis U.S. Mid Cap Equity ETF 1.7 18 32 6.9 +1.8
WCEO Hypatia Women CEO ETF 1.7 85 -35 3.2 -1.8
PSC Principal U.S. Small-Cap ETF 1.6 38 12 6.9 +1.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.6 20 30 6.4 +1.4
JHMM John Hancock Multifactor Mid Cap ETF 1.6 42 8 6.3 +1.3
CSMD Congress SMid Growth ETF 1.6 69 -19 4.0 -1.0
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.6 15 35 8.7 +3.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.6 20 30 5.4 +0.4
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 8 6.6 +1.6
CZAR Themes Natural Monopoly ETF 1.6 35 15 5.6 +0.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.6 10 40 8.7 +3.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.6 24 26 7.4 +2.4
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.6 12 38 7.4 +2.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.6 60 -10 5.9 +0.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.5 52 -2 5.7 +0.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.5 58 -8 5.7 +0.6
ISMD Inspire Small/Mid Cap ETF 1.5 54 -4 5.3 +0.3
DSMC Distillate Small/Mid Cash Flow ETF 1.5 55 -5 12.9 +7.8
SCHM Schwab U.S. Mid-Cap ETF 1.5 4 46 7.0 +1.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.5 15 35 8.0 +3.0
IQRA IQ CBRE Real Assets ETF 1.5 65 -15 5.7 +0.7
SIXL ETC 6 Meridian Low Beta Equity ETF 1.5 80 -30 6.5 +1.4
SMAP Amplify Small-Mid Cap Equity ETF 1.5 60 -10 5.5 +0.5
MJSC MUFG Japan Small Cap Active ETF 1.5 85 -35 5.8 +0.8
VBK Vanguard Small-Cap Growth ETF 1.5 7 43 1.7 -3.3
XJH iShares ESG Screened S&P Mid-Cap ETF 1.5 12 38 7.2 +2.2
FESM Fidelity Enhanced Small Cap ETF 1.4 28 22 3.2 -1.8
FNX First Trust Mid Cap Core AlphaDEX Fund 1.4 60 -10 6.9 +1.9
SGRT SMART Earnings Growth 30 ETF 1.4 59 -9 2.4 -2.6
EMIF iShares Emerging Markets Infrastructure ETF 1.4 60 -10 3.2 -1.8
DFAS Dimensional U.S. Small Cap ETF 1.4 26 24 6.6 +1.6
ALIL Argent Focused Small Cap ETF 1.4 74 -24 6.7 +1.7
SMOT VanEck Morningstar SMID Moat ETF 1.4 49 1 6.7 +1.7
CCSO Carbon Collective Climate Solutions US Equity ETF 1.4 35 15 1.3 -3.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.4 12 38 4.9 -0.1
RSSL Global X Russell 2000 ETF 1.4 8 42 3.5 -1.5
SFYX SoFi Next 500 ETF 1.4 0 50 5.9 +0.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.4 4 46 5.8 +0.7
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 25 7.4 +2.3
MAGA Point Bridge America First ETF 1.3 72 -22 6.2 +1.2
RNSC Furst Trust Small Cap US Equity Select ETF 1.3 60 -10 5.2 +0.2
IWM iShares Russell 2000 ETF 1.3 19 31 3.5 -1.5
ISCB iShares Morningstar Small-Cap ETF 1.3 4 46 5.8 +0.7
VTWO Vanguard Russell 2000 ETF 1.3 7 43 3.7 -1.4
VB Vanguard Small-Cap ETF 1.3 5 45 6.1 +1.0
JPSV JPMorgan Active Small Cap Value ETF 1.3 74 -24 8.4 +3.4
MDY SPDR S&P Midcap 400 ETF Trust 1.3 24 26 7.0 +2.0
IJH iShares Core S&P Mid-Cap ETF 1.3 5 45 7.2 +2.2
XLI The Industrial Select Sector SPDR Fund 1.3 8 42 4.4 -0.6
HKND Humankind US Stock ETF 1.2 11 39 7.1 +2.0
SUSA iShares MSCI USA ESG Select ETF 1.2 25 25 4.6 -0.4
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 25 7.6 +2.6
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.2 50 0 5.8 +0.8
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.2 3 47 7.3 +2.2
IVOO Vanguard S&P Mid-Cap 400 ETF 1.2 7 43 7.3 +2.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.2 39 11 3.0 -2.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.2 15 35 6.0 +0.9
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 1.2 80 -30 9.4 +4.4
VBR Vanguard Small Cap Value ETF 1.2 7 43 9.0 +4.0
CHGX AXS Change Finance ESG ETF 1.2 49 1 5.2 +0.2
LQPE PEO AlphaQuest Thematic PE ETF 1.2 125 -75 6.9 +1.9
TAX Cambria Tax Aware ETF 1.2 49 1 6.0 +1.0
ROAM Hartford Multifactor Emerging Markets ETF 1.2 44 6 11.3 +6.3
IWS iShares Russell Mid-Cap Value ETF 1.2 23 27 7.1 +2.1
FLDZ RiverNorth Patriot ETF 1.2 75 -25 6.2 +1.2
FDLS Inspire Fidelis Multi Factor ETF 1.2 76 -26 4.8 -0.2
NULV Nuveen ESG Large-Cap Value ETF 1.1 26 24 6.2 +1.2
IJS iShares S&P Small-Cap 600 Value ETF 1.1 18 32 9.7 +4.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.1 15 35 7.3 +2.3
DEUS Xtrackers Russell US Multifactor ETF 1.1 17 33 7.0 +1.9
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.1 40 10 4.7 -0.3
ZECP Zacks Earnings Consistent Portfolio ETF 1.1 55 -5 4.8 -0.2
IYJ iShares U.S. Industrials ETF 1.1 40 10 4.8 -0.2
SIXS ETC 6 Meridian Small Cap Equity ETF 1.1 89 -39 9.7 +4.7
IMCG iShares Morningstar Mid-Cap Growth ETF 1.1 6 44 4.2 -0.8
ECOW Pacer Emerging Markets Cash Cows 100 ETF 1.1 70 -20 12.2 +7.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.1 60 -10 6.2 +1.2
SVAL iShares US Small Cap Value Factor ETF 1.1 20 30 8.7 +3.7
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.1 15 35 9.7 +4.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 30 8.2 +3.2
VFQY Vanguard U.S. Quality Factor ETF 1.0 13 37 6.1 +1.1
RCGE RockCreek Global Equality ETF 1.0 95 -45 6.6 +1.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.0 10 40 9.6 +4.6
BFOR ALPS Barron's 400 ETF 1.0 65 -15 5.9 +0.9
SSPY Syntax Stratified LargeCap ETF 1.0 30 20 6.7 +1.7
PRXV Praxis Impact Large Cap Value ETF 1.0 36 14 6.6 +1.6
AIVI WisdomTree International AI Enhanced Value Fund 1.0 58 -8 6.7 +1.7
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.0 65 -15 6.4 +1.4
ECNS iShares MSCI China Small-Cap ETF 1.0 59 -9 9.2 +4.2
EVUS iShares ESG Aware MSCI USA Value ETF 1.0 18 32 6.4 +1.4
RODE Hartford Multifactor Diversified International ETF 1.0 29 21 10.3 +5.3
AFSM First Trust Active Factor Small Cap ETF 1.0 75 -25 7.5 +2.4
AVMV Avantis U.S. Mid Cap Value ETF 0.9 20 30 8.8 +3.8
IJK iShares S&P Mid-Cap 400 Growth ETF 0.9 17 33 5.8 +0.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.9 38 12 6.4 +1.4
IWR iShares Russell Midcap ETF 0.9 19 31 6.2 +1.2
VOT Vanguard Mid-Cap Growth ETF 0.9 7 43 3.5 -1.6
SCHA Schwab U.S. Small-Cap ETF 0.9 4 46 5.6 +0.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.9 60 -10 5.9 +0.9
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.9 58 -8 9.4 +4.4
STXK Strive Small-Cap ETF 0.9 18 32 6.0 +0.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 10 40 6.0 +0.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.9 60 -10 10.1 +5.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.9 10 40 5.2 +0.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.9 9 41 6.2 +1.2
FNK First Trust Mid Cap Value AlphaDEX Fund 0.9 70 -20 10.7 +5.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.9 15 35 5.8 +0.8
VXF Vanguard Extended Market ETF 0.9 5 45 4.4 -0.6
PTL Inspire 500 ETF 0.9 9 41 5.3 +0.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 25 5.6 +0.6
PSET Principal Quality ETF 0.9 15 35 5.5 +0.5
NUDV Nuveen ESG Dividend ETF 0.8 26 24 7.6 +2.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.8 43 7 6.1 +1.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 26 8.2 +3.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.8 64 -14 1.2 -3.8
SMMD iShares Russell 2500 ETF 0.8 15 35 6.7 +1.7
RSP Invesco S&P 500 Equal Weight ETF 0.8 20 30 6.7 +1.7
CFA VictoryShares US 500 Volatility Wtd ETF 0.8 35 15 6.1 +1.1
BLES Inspire Global Hope ETF 0.8 61 -11 6.8 +1.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.8 40 10 6.0 +1.0
AFLG First Trust Active Factor Large Cap ETF 0.8 55 -5 6.3 +1.3
MVAL VanEck Morningstar Wide Moat Value ETF 0.8 49 1 6.9 +1.9
HAPS Harbor Human Capital Factor US Small Cap ETF 0.8 60 -10 3.8 -1.2
ROUS Hartford Multifactor US Equity ETF 0.8 19 31 7.0 +2.0
XMMO Invesco S&P MidCap Momentum ETF 0.8 34 16 4.4 -0.7
SIZE iShares MSCI USA Size Factor ETF 0.8 15 35 6.2 +1.2
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.8 90 -40 5.1 +0.1
EUSA iShares MSCI USA Equal Weighted ETF 0.7 9 41 6.3 +1.2
DUHP Dimensional US High Profitability ETF 0.7 21 29 6.2 +1.2
BRF VanEck Brazil Small-Cap ETF 0.7 66 -16 11.1 +6.1
EWZS iShares MSCI Brazil Small-Cap ETF 0.7 59 -9 11.2 +6.2
EYLD Cambria Emerging Shareholder Yield ETF 0.7 66 -16 11.6 +6.5
GVLU Gotham 1000 Value ETF 0.7 50 0 9.0 +4.0
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 15 7.4 +2.3
XMVM Invesco S&P MidCap Value with Momentum ETF 0.7 39 11 9.6 +4.6
EWU iShares MSCI United Kingdom ETF 0.7 50 0 7.8 +2.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 30 5.3 +0.3
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 44 8.4 +3.4
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 30 7.1 +2.1
NULC Nuveen ESG Large-Cap ETF 0.7 21 29 4.7 -0.4
EXI iShares Global Industrials ETF 0.7 42 8 4.4 -0.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -10 -0.9 -5.9
KGRN KraneShares MSCI China Clean Technology Index ETF 0.7 79 -29 0.4 -4.6
FLGB Franklin FTSE United Kingdom ETF 0.7 9 41 7.2 +2.2
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 11 9.5 +4.4
VO Vanguard Mid-Cap ETF 0.7 4 46 6.0 +1.0
EES WisdomTree U.S. SmallCap Fund 0.7 38 12 8.6 +3.5
DFSU Dimensional US Sustainability Core 1 ETF 0.7 18 32 5.3 +0.2
HOMZ Hoya Capital Housing ETF 0.7 30 20 9.4 +4.4
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.7 32 18 6.4 +1.3
FDM First Trust Dow Jones Select MicroCap Index Fund 0.7 60 -10 7.9 +2.9
IMCB iShares Morningstar Mid-Cap ETF 0.6 4 46 6.3 +1.2
DSTL Distillate US Fundamental Stability & Value ETF 0.6 39 11 8.6 +3.5
DIM WisdomTree International MidCap Dividend Fund 0.6 58 -8 7.2 +2.1
PID Invesco International Dividend Achievers ETF 0.6 53 -3 5.2 +0.1
PBD Invesco Global Clean Energy ETF 0.6 75 -25 0.8 -4.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.6 18 32 7.8 +2.8
DIVG Invesco S&P 500 High Dividend Growers ETF 0.6 39 11 8.5 +3.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 11 9.7 +4.7
VIG Vanguard Dividend Appreciation ETF 0.6 5 45 5.5 +0.5
DURA VanEck Durable High Dividend ETF 0.6 29 21 7.4 +2.3
DGRW WisdomTree US Quality Dividend Growth Fund 0.6 28 22 5.5 +0.5
DFAC Dimensional U.S. Core Equity 2 ETF 0.6 17 33 5.5 +0.4
EMMF WisdomTree Emerging Markets Multifactor Fund 0.6 48 2 7.0 +2.0
DXUV Dimensional US Vector Equity ETF 0.6 28 22 6.0 +1.0
SCJ iShares MSCI Japan Small-Cap ETF 0.6 50 0 6.5 +1.4
FLKR Franklin FTSE South Korea ETF 0.6 9 41 7.1 +2.1
ESGU iShares ESG Aware MSCI USA ETF 0.6 15 35 4.8 -0.2
VIDI Vident International Equity Strategy ETF 0.6 61 -11 10.3 +5.3
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.6 20 30 6.8 +1.8
HART IQ Healthy Hearts ETF 0.5 45 5 6.0 +1.0
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.5 44 6 10.3 +5.2
GVUS Marketbeta Russell 1000 Value Equity ETF 0.5 12 38 6.5 +1.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.5 15 35 4.6 -0.4
STXD Strive 1000 Dividend Growth ETF 0.5 35 15 5.0 -0.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.5 20 30 10.2 +5.2
FEX First Trust Large Cap Core AlphaDEX Fund 0.5 59 -9 5.8 +0.8
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.5 65 -15 5.2 +0.1
XOEF iShares S&P 500 ex S&P 100 ETF 0.5 20 30 5.6 +0.6
IWN iShares Russell 2000 Value ETF 0.5 24 26 6.3 +1.3
VTWV Vanguard Russell 2000 Value ETF 0.5 10 40 6.4 +1.4
DLS WisdomTree International SmallCap Dividend Fund 0.5 58 -8 7.9 +2.9
JHML John Hancock Multifactor Large Cap ETF 0.5 29 21 5.3 +0.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.5 9 41 3.9 -1.1
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.5 25 25 6.3 +1.3
VUSE Vident U.S. Equity Strategy ETF 0.5 50 0 4.3 -0.8
FTC First Trust Large Cap Growth AlphaDEX Fund 0.5 59 -9 2.0 -3.0
DCOR Dimensional US Core Equity 1 ETF 0.5 14 36 5.3 +0.3
JQUA JPMorgan U.S. Quality Factor ETF 0.5 12 38 5.9 +0.9
SNPV Xtrackers S&P 500 Value ESG ETF 0.5 15 35 6.8 +1.8
KRMA Global X Conscious Companies ETF 0.5 43 7 6.0 +1.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.5 25 25 7.8 +2.7
VOE Vanguard Mid-Cap Value ETF 0.5 7 43 7.8 +2.8
DFUV Dimensional US Marketwide Value ETF 0.5 22 28 7.4 +2.3
AKAF The Frontier Economic Fund 0.5 20 30 6.3 +1.3
EIPX FT Energy Income Partners Strategy ETF 0.5 95 -45 7.9 +2.8
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.5 20 30 3.0 -2.0
AVSC Avantis U.S Small Cap Equity ETF 0.5 25 25 5.1 +0.1
PFM Invesco Dividend Achievers ETF 0.5 53 -3 5.3 +0.3
EMLP First Trust North American Energy Infrastructure Fund 0.5 95 -45 6.0 +0.9
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.5 24 26 7.1 +2.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.5 10 40 5.0 -0.1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.5 45 5 9.7 +4.6
TRFM AAM Transformers ETF 0.5 49 1 1.3 -3.8
FEM First Trust Emerging Markets AlphaDEX Fund 0.5 80 -30 11.5 +6.5
IGRO iShares International Dividend Growth ETF 0.5 15 35 7.0 +1.9
QGRO American Century U.S. Quality Growth ETF 0.5 29 21 3.9 -1.2
FKU First Trust United Kingdom AlphaDEX Fund 0.5 80 -30 7.6 +2.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.5 15 35 4.8 -0.2
LRGC AB US Large Cap Strategic Equities ETF 0.5 48 2 4.5 -0.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 -29 5.8 +0.8
DGRO iShares Core Dividend Growth ETF 0.4 8 42 6.5 +1.5
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 -17 9.9 +4.9
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 35 5.8 +0.8
DFLV Dimensional US Large Cap Value ETF 0.4 22 28 7.5 +2.5
LRGF iShares U.S. Equity Factor ETF 0.4 8 42 5.4 +0.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.4 35 15 5.7 +0.7
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.4 30 20 8.5 +3.5
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.4 29 21 8.8 +3.7
AVDS Avantis International Small Cap Equity ETF 0.4 30 20 6.7 +1.6
DTD WisdomTree U.S. Total Dividend Fund 0.4 28 22 6.3 +1.3
SDG iShares MSCI Global Sustainable Development Goals ETF 0.4 49 1 5.1 +0.1
FUNL CornerCap Fundametrics Large-Cap ETF 0.4 50 0 7.2 +2.1
NUEM Nuveen ESG Emerging Markets Equity ETF 0.4 36 14 7.2 +2.2
EQIN Columbia US Equity Income ETF 0.4 35 15 7.0 +2.0
JPIN J.P. Morgan Diversified Return International Equity ETF 0.4 37 13 7.8 +2.7
FMDE Fidelity Enhanced Mid Cap ETF 0.4 23 27 6.0 +1.0
VALQ American Century U.S. Quality Value ETF 0.4 29 21 7.9 +2.9
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.4 59 -9 8.5 +3.5
DFAU Dimensional US Core Equity Market ETF 0.4 12 38 5.0 -0.0
DTH WisdomTree International High Dividend Fund 0.4 58 -8 7.9 +2.9
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.4 42 8 9.3 +4.2
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.4 50 0 10.3 +5.2
VEGN US Vegan Climate ETF 0.4 60 -10 4.6 -0.5
JMOM JPMorgan U.S. Momentum Factor ETF 0.4 12 38 4.6 -0.4
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 30 -4.5 -9.5
EVX VanEck Environmental Services ETF 0.4 55 -5 2.6 -2.4
HLAL Wahed FTSE USA Shariah ETF 0.4 50 0 4.6 -0.5
REVS Columbia Research Enhanced Value ETF 0.4 19 31 7.7 +2.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.4 9 41 4.8 -0.2
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.4 58 -8 7.1 +2.1
VONV Vanguard Russell 1000 Value ETF 0.4 7 43 6.5 +1.5
IWD iShares Russell 1000 Value ETF 0.4 19 31 6.4 +1.3
DFVX Dimensional US Large Cap Vector ETF 0.4 22 28 6.2 +1.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.4 50 0 8.6 +3.6
FELV Fidelity Enhanced Large Cap Value ETF 0.4 18 32 6.7 +1.7
USMF WisdomTree U.S. Multifactor Fund 0.4 28 22 7.4 +2.4
DFJ WisdomTree Japan SmallCap Dividend Fund 0.4 58 -8 7.2 +2.1
WOMN Impact Shares YWCA Women's Empowerment ETF 0.4 75 -25 5.6 +0.6
IWC iShares Micro-Cap ETF 0.4 60 -10 -1.3 -6.3
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.4 12 38 5.7 +0.7
HDUS Hartford Disciplined US Equity ETF 0.4 19 31 5.7 +0.7
SXQG ETC 6 Meridian Quality Growth ETF 0.4 100 -50 4.9 -0.1
VFMO Vanguard U.S. Momentum Factor ETF 0.4 13 37 3.0 -2.1
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 11 5.7 +0.7
SCHV Schwab U.S. Large-Cap Value ETF 0.4 4 46 6.7 +1.7
FTA First Trust Large Cap Value AlphaDEX Fund 0.3 59 -9 8.8 +3.8
IUSV iShares Core S&P US Value ETF 0.3 4 46 6.4 +1.3
ISCF iShares International SmallCap Equity Factor ETF 0.3 23 27 8.1 +3.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.3 27 23 7.2 +2.2
USXF iShares ESG Advanced MSCI USA ETF 0.3 10 40 4.7 -0.3
JVAL JPMorgan U.S. Value Factor ETF 0.3 12 38 7.8 +2.8
EWY iShares MSCI South Korea ETF 0.3 58 -8 6.5 +1.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.3 25 25 5.4 +0.3
DIVI Franklin International Core Dividend Tilt Index ETF 0.3 9 41 7.5 +2.5
DFUS Dimensional U.S. Equity ETF 0.3 9 41 4.8 -0.3
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 30 5.7 +0.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 31 6.2 +1.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.3 32 18 4.9 -0.1
BKF iShares MSCI BIC ETF 0.3 69 -19 13.1 +8.1
EBI Longview Advantage ETF 0.3 35 15 6.7 +1.7
STXV Strive 1000 Value ETF 0.3 18 32 8.1 +3.1
DSI iShares MSCI KLD 400 Social ETF 0.3 25 25 4.9 -0.2
DFSI Dimensional International Sustainability Core 1 ETF 0.3 24 26 6.2 +1.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.3 11 39 4.9 -0.2
BIBL Inspire 100 ETF 0.3 35 15 5.1 +0.1
SUSL iShares ESG MSCI USA Leaders ETF 0.3 10 40 4.9 -0.1
OALC OneAscent Large Cap Core ETF 0.3 86 -36 4.1 -0.9
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.3 8 42 6.1 +1.1
IUS Invesco RAFI Strategic US ETF 0.3 19 31 6.8 +1.8
IVE iShares S&P 500 Value ETF 0.3 18 32 6.1 +1.1
VOOV Vanguard S&P 500 Value ETF 0.3 7 43 6.2 +1.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 46 6.2 +1.2
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 25 9.6 +4.6
ROSC Hartford Multifactor Small Cap ETF 0.3 34 16 8.9 +3.9
AVUS Avantis U.S. Equity ETF 0.3 15 35 5.7 +0.7
TTAC FCF US Quality ETF 0.3 59 -9 6.2 +1.1
COWZ Pacer US Cash Cows 100 ETF 0.3 49 1 8.5 +3.4
PRF Invesco FTSE RAFI US 1000 ETF 0.3 39 11 6.7 +1.7
EEMO Invesco S&P Emerging Markets Momentum ETF 0.3 29 21 7.6 +2.6
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.3 41 9 8.1 +3.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.3 35 15 7.3 +2.3
DAK Dakota Active Equity ETF 0.3 43 7 4.4 -0.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.3 7 43 5.1 +0.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.3 19 31 5.5 +0.5
EIPI FT Energy Income Partners Enhanced Income ETF 0.3 110 -60 6.9 +1.8
VTV Vanguard Value ETF 0.3 4 46 6.8 +1.8
GSPY Gotham Enhanced 500 ETF 0.3 50 0 5.1 +0.1
STXG Strive 1000 Growth ETF 0.3 18 32 3.8 -1.2
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 10 6.8 +1.8
AVSE Avantis Responsible Emerging Markets Equity ETF 0.3 33 17 7.8 +2.8
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.3 24 26 7.3 +2.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 11 6.4 +1.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 44 8.2 +3.2
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -15 7.8 +2.8
DMXF iShares ESG Advanced MSCI EAFE ETF 0.2 12 38 5.4 +0.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 1 6.8 +1.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.2 25 25 6.0 +1.0
AVSD Avantis Responsible International Equity ETF 0.2 23 27 5.2 +0.1
VTI Vanguard Total Stock Market ETF 0.2 3 47 4.8 -0.2
SPXT ProShares S&P 500 Ex-Technology ETF 0.2 9 41 5.5 +0.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -16 9.0 +4.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 48 4.9 -0.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.2 9 41 5.3 +0.3
VYM Vanguard High Dividend Yield Index ETF 0.2 6 44 7.0 +2.0
PBUS Invesco MSCI USA ETF 0.2 4 46 4.9 -0.2
IWV iShares Russell 3000 ETF 0.2 20 30 4.7 -0.4
STXE Strive Emerging Markets Ex-China ETF 0.2 32 18 7.5 +2.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.2 3 47 5.0 +0.0
VTHR Vanguard Russell 3000 ETF 0.2 7 43 4.8 -0.2
XCNY SPDR S&P Emerging Markets ex-China ETF 0.2 15 35 7.2 +2.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.2 3 47 4.8 -0.2
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.2 20 30 5.3 +0.3
BKEM BNY Mellon Emerging Markets Equity ETF 0.2 11 39 9.3 +4.3
DLN WisdomTree U.S. LargeCap Dividend Fund 0.2 28 22 6.0 +1.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.2 14 36 4.8 -0.2
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 40 5.0 -0.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.2 36 14 9.2 +4.2
SCHB Schwab U.S. Broad Market ETF 0.2 3 47 4.9 -0.1
THRO iShares U.S. Thematic Rotation Active ETF 0.2 90 -40 3.8 -1.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.2 12 38 7.3 +2.3
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 -20 7.5 +2.5
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 25 6.9 +1.9
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 30 6.6 +1.6
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 41 5.1 +0.1
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 25 7.2 +2.1
SFGV Sequoia Global Value ETF 0.2 23 27 8.2 +3.2
AIEQ AI Powered Equity ETF 0.2 75 -25 4.7 -0.3
PXH Invesco FTSE RAFI Emerging Markets ETF 0.2 49 1 14.9 +9.9
HDV iShares Core High Dividend ETF 0.2 8 42 7.1 +2.1
SCHK Schwab 1000 Index ETF 0.2 5 45 4.9 -0.1
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.2 15 35 9.6 +4.6
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 1 9.5 +4.5
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 43 10.5 +5.4
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -30 10.6 +5.6
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.2 30 20 9.6 +4.6
TOV JLens 500 Jewish Advocacy U.S. ETF 0.2 18 32 4.6 -0.4
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 41 4.8 -0.3
RAUS RACWI US ETF 0.2 15 35 4.9 -0.2
AVEM Avantis Emerging Markets Equity ETF 0.2 33 17 8.1 +3.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 43 4.8 -0.2
VOTE TCW Transform 500 ETF 0.2 5 45 4.9 -0.2
DXJ WisdomTree Japan Hedged Equity Fund 0.2 48 2 6.7 +1.7
VFMF Vanguard U.S. Multifactor ETF 0.2 18 32 7.7 +2.7
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 41 9.8 +4.8
ILCG iShares Morningstar Growth ETF 0.2 4 46 3.7 -1.3
VT Vanguard Total World Stock ETF 0.2 6 44 5.7 +0.7
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 0 5.3 +0.3
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.2 80 -30 14.0 +9.0
KSA iShares MSCI Saudi Arabia ETF 0.2 74 -24 0.0 -5.0
DFIC Dimensional International Core Equity 2 ETF 0.2 23 27 7.1 +2.1
IYY iShares Dow Jones U.S. ETF 0.2 20 30 4.7 -0.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.2 18 32 5.7 +0.7
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 50 4.9 -0.1
GXLC Global X U.S. 500 ETF 0.2 2 48 4.8 -0.3
GINN Goldman Sachs Innovate Equity ETF 0.2 52 -2 3.6 -1.4
DEW WisdomTree Global High Dividend Fund 0.2 58 -8 8.1 +3.1
RECS Columbia Research Enhanced Core ETF 0.2 15 35 5.7 +0.7
SPXN ProShares S&P 500 Ex-Financials ETF 0.2 9 41 4.8 -0.2
SPXV ProShares S&P 500 Ex-Health Care ETF 0.2 9 41 4.6 -0.4
CATH Global X S&P 500 Catholic Values Custom ETF 0.2 29 21 4.6 -0.4
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 25 10.8 +5.8
SCHX Schwab U.S. Large-Cap ETF 0.2 3 47 4.9 -0.1
VONE Vanguard Russell 1000 ETF 0.2 7 43 4.9 -0.1
EEM iShares MSCI Emerging Markets ETF 0.2 69 -19 9.5 +4.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.2 8 42 4.9 -0.2
IWB iShares Russell 1000 ETF 0.2 15 35 4.8 -0.2
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 35 7.5 +2.5
FLCH Franklin FTSE China ETF 0.2 19 31 15.6 +10.6
AVDE Avantis International Equity ETF 0.2 23 27 7.1 +2.0
CHRI Global X S&P 500 Christian Values ETF 0.2 29 21 4.6 -0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 21 6.4 +1.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 8 5.2 +0.2
DEM WisdomTree Emerging Markets High Dividend Fund 0.2 63 -13 12.7 +7.6
QVML Invesco S&P 500 QVM Multi-factor ETF 0.2 11 39 5.1 +0.0
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 27 3.3 -1.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 5 4.4 -0.6
STRV Strive 500 ETF 0.2 5 45 4.8 -0.3
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.2 80 -30 8.4 +3.4
VYMI Vanguard International High Dividend Yield ETF 0.2 17 33 9.0 +4.0
VSLU Applied Finance Valuation Large Cap ETF 0.2 49 1 5.8 +0.8
TOPC iShares S&P 500 3% Capped ETF 0.2 15 35 5.0 +0.0
APUE ActivePassive U.S. Equity ETF 0.2 45 5 4.6 -0.5
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.2 32 18 5.9 +0.9
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.2 33 17 7.9 +2.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 30 5.0 0.0
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 41 6.9 +1.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.2 30 20 7.5 +2.4
VSGX Vanguard ESG International Stock ETF 0.2 10 40 7.5 +2.5
SCHE Schwab Emerging Markets Equity ETF 0.2 11 39 10.6 +5.6
IEV iShares Europe ETF 0.2 67 -17 6.5 +1.5
DSPY Tema S&P 500 Historical Weight ETF 0.2 18 32 5.1 +0.1
VWO Vanguard FTSE Emerging Markets ETF 0.2 7 43 10.3 +5.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.2 12 38 4.0 -1.1
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.2 39 11 15.5 +10.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 3 8.9 +3.9
SPXE ProShares S&P 500 Ex-Energy ETF 0.2 9 41 4.8 -0.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.2 40 10 7.0 +2.0
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.2 53 -3 7.2 +2.2
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 6.5 +1.5
KALL KraneShares MSCI All China Index ETF 0.2 49 1 13.4 +8.3
RVRB Reverb ETF 0.2 30 20 4.5 -0.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 41 5.5 +0.5
XVV iShares ESG Screened S&P 500 ETF 0.2 8 42 4.7 -0.3
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 15 8.6 +3.6
XMAG Defiance Large Cap ex-Mag 7 ETF 0.2 35 15 5.1 +0.1
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 12 8.7 +3.6
AVES Avantis Emerging Markets Value ETF 0.2 36 14 10.6 +5.5
EPS WisdomTree U.S. LargeCap Fund 0.2 8 42 5.7 +0.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.2 20 30 4.6 -0.4
FLEE Franklin FTSE Europe ETF 0.2 9 41 7.0 +2.0
JHMD John Hancock Multifactor Developed International ETF 0.2 39 11 7.1 +2.1
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 35 7.8 +2.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 42 7.1 +2.1
VOO Vanguard S&P 500 ETF 0.1 3 47 4.9 -0.1
VGK Vanguard FTSE Europe ETF 0.1 6 44 7.2 +2.2
IVV iShares Core S&P 500 ETF 0.1 3 47 4.9 -0.2
SPY SPDR S&P 500 ETF 0.1 9 41 4.8 -0.2
SPYM State Street SPDR Portfolio S&P 500 ETF 0.1 2 48 4.9 -0.2
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 9 6.4 +1.4
IEUR iShares Core MSCI Europe ETF 0.1 11 39 7.1 +2.0
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 25 7.2 +2.2
GXC SPDR S & P China ETF 0.1 59 -9 16.1 +11.1
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 6.8 +1.7
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 40 6.3 +1.3
SPEU SPDR Portfolio Europe ETF 0.1 7 43 7.1 +2.1
SFY SoFi Select 500 ETF 0.1 0 50 4.5 -0.6
AVUQ Avantis U.S. Quality ETF 0.1 15 35 4.4 -0.7
DWM WisdomTree International Equity Fund 0.1 48 2 6.9 +1.9
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 32 7.3 +2.3
QLV FlexShares US Quality Low Volatility Index Fund 0.1 22 28 5.7 +0.7
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 43 7.5 +2.5
SPXM Azoria 500 Meritocracy ETF 0.1 47 3 4.5 -0.5
ACWI iShares MSCI ACWI ETF 0.1 32 18 5.3 +0.3
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 46 7.7 +2.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 21 4.7 -0.4
TOK iShares MSCI Kokusai ETF 0.1 26 24 4.9 -0.1
VXUS Vanguard Total International Stock ETF 0.1 5 45 7.6 +2.6
URTH iShares MSCI World ETF 0.1 24 26 4.9 -0.1
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 20 7.4 +2.3
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 30 6.5 +1.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 9 7.2 +2.1
IEFA iShares Core MSCI EAFE ETF 0.1 7 43 6.7 +1.7
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 16 7.3 +2.3
RWL Invesco S&P 500 Revenue ETF 0.1 39 11 6.8 +1.8
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -9 2.8 -2.2
RAFE PIMCO RAFI ESG U.S. ETF 0.1 29 21 6.9 +1.8
FELC Fidelity Enhanced Large Cap Core ETF 0.1 18 32 5.3 +0.2
BKIE BNY Mellon International Equity ETF 0.1 4 46 6.6 +1.6
IQSI IQ Candriam International Equity ETF 0.1 15 35 6.2 +1.2
FLJH Franklin FTSE Japan Hedged ETF 0.1 9 41 5.8 +0.7
FLJP Franklin FTSE Japan ETF 0.1 9 41 5.8 +0.8
VEA Vanguard FTSE Developed Markets ETF 0.1 3 47 6.8 +1.8
SCHF Schwab International Equity ETF 0.1 6 44 6.8 +1.8
VPL Vanguard FTSE Pacific ETF 0.1 7 43 6.3 +1.3
RNEM First Trust Emerging Markets Equity Select ETF 0.1 75 -25 8.4 +3.4
DIHP Dimensional International High Profitability ETF 0.1 29 21 6.6 +1.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 47 6.7 +1.6
OPTZ Optimize Strategy Index ETF 0.1 50 0 4.8 -0.2
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.1 20 30 6.1 +1.1
EFG iShares MSCI EAFE Growth ETF 0.1 36 14 4.1 -0.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 8.4 +3.3
KLMN Invesco MSCI North America Climate ETF 0.1 9 41 5.0 -0.1
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 25 9.8 +4.8
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 14 6.3 +1.3
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 35 4.6 -0.4
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 17 9.4 +4.4
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 46 6.7 +1.7
AVIE Avantis  Inflation Focused Equity ETF 0.1 25 25 7.1 +2.0
EFA iShares MSCI EAFE ETF 0.1 35 15 6.4 +1.4
VV Vanguard Large-Cap ETF 0.1 4 46 4.8 -0.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.1 15 35 5.7 +0.7
DFIS Dimensional International Small Cap ETF 0.1 39 11 7.0 +2.0
DIVB iShares Core Dividend ETF 0.1 5 45 8.2 +3.1
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 6.0 +1.0
EFV iShares MSCI EAFE Value ETF 0.1 34 16 8.5 +3.5
XC WisdomTree Emerging Markets Ex-China Fund 0.1 32 18 5.7 +0.7
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 20 5.7 +0.7
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 47 4.8 -0.2
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 16 5.8 +0.8
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 31 8.5 +3.5
DIVN Horizon Dividend Income ETF 0.1 70 -20 7.7 +2.7
MCHI iShares MSCI China ETF 0.1 59 -9 17.1 +12.1
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 1 4.7 -0.3
VGT Vanguard Information Technology ETF 0.1 9 41 4.0 -1.0
QLC FlexShares US Quality Large Cap Index Fund 0.1 25 25 5.2 +0.2
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 42 4.0 -1.1
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 45 8.0 +3.0
EEMA iShares MSCI Emerging Markets Asia ETF 0.1 49 1 9.2 +4.2
JPXN iShares JPX-Nikkei 400 ETF 0.1 48 2 6.2 +1.1
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 40 5.6 +0.5
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 46 4.1 -0.9
IGF iShares Global Infrastructure ETF 0.1 41 9 4.6 -0.4
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 33 12.9 +7.8
GII SPDR S&P Global Infrastructure ETF 0.1 40 10 4.6 -0.4
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 34 7.9 +2.9
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 46 3.8 -1.3
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 25 8.9 +3.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -25 4.0 -1.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 7.5 +2.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 38 4.6 -0.4
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.1 32 18 8.5 +3.5
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 70 -20 8.5 +3.4
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 1 9.5 +4.5
ACVF American Conservative Values ETF 0.1 75 -25 4.3 -0.7
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 32 4.7 -0.3
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.1 35 15 12.8 +7.7
SCHC Schwab International Small-Cap Equity ETF 0.1 11 39 7.3 +2.3
DFEV Dimensional Emerging Markets Value ETF 0.1 43 7 11.8 +6.8
INRO iShares U.S. Industry Rotation Active ETF 0.1 42 8 4.6 -0.4
ILCV iShares Morningstar Value ETF 0.1 4 46 6.2 +1.2
DFSV Dimensional US Small Cap Value ETF 0.1 31 19 10.3 +5.3
USMV iShares MSCI USA Min Vol Factor ETF 0.1 15 35 5.7 +0.7
DHS WisdomTree U.S. High Dividend Fund 0.1 38 12 8.1 +3.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.1 49 1 11.2 +6.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.0 49 1 6.1 +1.1
DFAT Dimensional U.S. Targeted Value ETF 0.0 28 22 9.9 +4.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 29 3.7 -1.3
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.0 58 -8 6.8 +1.8
GLOF iShares Global Equity Factor ETF 0.0 20 30 6.6 +1.6
DXIV Dimensional International Vector Equity ETF 0.0 34 16 7.4 +2.4
VOOG Vanguard S&P 500 Growth ETF 0.0 7 43 4.1 -0.9
IVW iShares S&P 500 Growth ETF 0.0 18 32 3.9 -1.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.0 4 46 4.0 -1.0
IGM iShares Expanded Tech Sector ETF 0.0 41 9 3.6 -1.5
GWX SPDR S&P International Small Cap ETF 0.0 40 10 6.5 +1.5
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 20 6.7 +1.7
IWF iShares Russell 1000 Growth ETF 0.0 19 31 4.1 -0.9
VONG Vanguard Russell 1000 Growth ETF 0.0 7 43 4.4 -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

  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 2.5 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 5.0 %
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.