JPMorgan BetaBuilders MSCI U.S. REIT ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
Seeks investment results that closely correspond to the U.S. equity REIT market by investing at least 80% of its assets in securities included in the MSCI US REIT Index. |
Category | US Equities |
Fund Sponsor | JPMorgan |
Website | am.jpmorgan.com |
Inception date | Jun 15, 2018 |
Assets (mns) | $1,085 |
Currency | USD |
Expense ratio | 11 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Market Cap |
Index replication | |
Uses derivatives | No |
Options available | No |
No. of constituents | 138 |
Wgt avg mkt cap (mns) | $27,511 |
Large cap (>$10bn) | 71.2% |
Mid cap ($2-10bn) | 24.1% |
Small cap (<$2bn) | 4.7% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
PROLOGIS INC | 8.1 % |
EQUINIX INC | 5.7 % |
PUBLIC STORAGE | 4.7 % |
REALTY INCOME CORP | 3.8 % |
DIGITAL REALTY TRUST INC | 3.6 % |
WELLTOWER, INC. | 3.4 % |
SIMON PROPERTY GROUP INC | 3.1 % |
VICI PROPERTIES INC | 2.7 % |
AVALONBAY COMMUNITIES INC | 2.6 % |
EQUITY RESIDENTIAL | 2.5 % | Total | 40.2 % |
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UNITED STATES | 99.0 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-20.4% | -6.4% | -- | -- | 5.8% |
versus... | Beta | R-squared |
S&P500 | 0.97 | 74% |
MSCI EAFE | 0.93 | 68% |
MSCI Emg. Mkts. | 0.74 | 46% |
Recent close | $87.83 |
30d moving avg. | $90.57 |
Annualized volatility | 21.1% |
Short interest (ETF) | 0.0% |
Short interest (Underlying) | 3.1% |
Relative strength (RSI) | 43 |
Avg. volume (thou.) | 116 |
Turnover | 0.9% |
Bid/Ask (% of price) | 0.08% |
ADV underlying (mns) | $6,177 |
FINDING ALTERNATIVE FUNDS
Below is a list of 563 potential alternatives to the JPMorgan BetaBuilders MSCI U.S. REIT ETF ETF based on the alternatives' overlap in portfolio holdings with BBRE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | BBRE | Expense: | 11 bp | ALTAR Score™: | 6.2% |
Ticker | Fund Name |
Overlap1 vs BBRE (%) |
Expense ratio (bp) |
Savings vs BBRE (bp) |
ALTAR Score™ (%) |
ALTAR vs BBRE (%) |
FRI | First Trust S&P REIT Index Fund | 98.0 | 50 | -39 | 5.8 | -0.4 |
USRT | iShares Core U.S. REIT ETF | 96.8 | 8 | 3 | 6.4 | +0.2 |
RWR | SPDR Dow Jones REIT ETF | 85.7 | 25 | -14 | 6.3 | +0.1 |
DFAR | Dimensional US Real Estate ETF | 81.0 | 19 | -8 | 5.8 | -0.4 |
SCHH | Schwab U.S. REIT ETF | 78.5 | 7 | 4 | 6.0 | -0.2 |
FREL | Fidelity MSCI Real Estate Index ETF | 76.5 | 9 | 3 | 6.1 | -0.1 |
IYR | iShares U.S. Real Estate ETF | 71.5 | 41 | -30 | 6.0 | -0.2 |
REET | iShares Global REIT ETF | 69.3 | 14 | -3 | 6.1 | -0.1 |
RWO | SPDR Dow Jones Global Real Estate ETF | 66.3 | 50 | -39 | 5.8 | -0.4 |
VNQ | Vanguard REIT Index Fund | 66.0 | 12 | -1 | 6.2 | -0.1 |
ICF | iShares Cohen & Steers REIT ETF | 63.5 | 33 | -22 | 5.4 | -0.8 |
PPTY | PPTY-U.S. Diversified Real Estate ETF | 62.9 | 49 | -38 | 5.9 | -0.3 |
XLRE | The Real Estate Select Sector SPDR Fund | 62.6 | 10 | 1 | 5.7 | -0.5 |
FFR | First Trust FTSE EPRA/NAREIT Developed Markets Real Estate | 60.3 | 60 | -49 | 6.1 | -0.1 |
AVRE | Avantis Real Estate ETF | 55.9 | 17 | -6 | 5.9 | -0.4 |
EWRE | Invesco S&P 500 Equal Weight Real Estate ETF | 53.4 | 40 | -29 | 6.0 | -0.3 |
PSR | Invesco Active U.S. Real Estate Fund | 53.2 | 35 | -24 | 5.7 | -0.5 |
JPRE | JPMorgan Realty Income ETF | 52.2 | 50 | -39 | 4.9 | -1.3 |
FPRO | Fidelity Real Estate Investment ETF | 46.2 | 59 | -48 | 5.1 | -1.1 |
RITA | ETFB Green SRI REITs ETF | 44.9 | 50 | -39 | 4.6 | -1.6 |
REZ | iShares Residential Real Estate Capped ETF | 39.6 | 48 | -37 | 5.0 | -1.2 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 39.1 | 45 | -34 | 6.8 | +0.6 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 33.4 | 69 | -58 | 3.8 | -2.4 |
NURE | Nuveen Short-Term REIT ETF | 32.2 | 35 | -24 | 4.2 | -2.0 |
JRE | Janus Henderson U.S. Real Estate ETF | 32.0 | 65 | -54 | 4.9 | -1.3 |
RDOG | ALPS REIT Dividend Dogs ETF | 31.6 | 35 | -24 | 8.9 | +2.7 |
HAUS | Home Appreciation U.S. REIT ETF | 26.5 | 60 | -49 | 4.5 | -1.8 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 25.9 | 75 | -64 | 3.3 | -3.0 |
IVRA | Invesco Real Assets ESG ETF | 23.6 | 59 | -48 | 5.5 | -0.7 |
BLDG | Cambria Global Real Estate ETF | 23.1 | 59 | -48 | 6.8 | +0.6 |
HOMZ | Hoya Capital Housing ETF | 22.2 | 30 | -19 | 10.5 | +4.3 |
DRW | WisdomTree Global ex-US Real Estate Fund | 21.5 | 58 | -47 | 4.6 | -1.6 |
RIET | Hoya Capital High Dividend Yield ETF | 20.1 | 25 | -14 | 10.0 | +3.8 |
RESI | Kelly Residential & Apartment Real Estate ETF | 20.1 | 68 | -57 | 4.2 | -2.0 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 16.0 | 60 | -49 | 5.1 | -1.2 |
INDS | Pacer Benchmark Industrial Real Estate SCTR ETF | 15.9 | 60 | -49 | 4.4 | -1.8 |
BIBL | Inspire ETF | 15.8 | 35 | -24 | 6.0 | -0.3 |
VRAI | Virtus Real Asset Income ETF | 15.7 | 55 | -44 | 6.8 | +0.6 |
NETL | NETLease Corporate Real Estate ETF | 14.2 | 60 | -49 | 7.6 | +1.4 |
DFRA | Donoghue Forlines Yield Enhanced Real Asset ETF | 12.6 | 69 | -58 | 8.2 | +2.0 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 12.2 | 80 | -69 | 6.9 | +0.7 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 11.8 | 30 | -19 | 8.6 | +2.4 |
SPYD | SPDR S&P 500 High Dividend ETF | 11.1 | 7 | 4 | 8.8 | +2.6 |
SRVR | Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 10.9 | 60 | -49 | 1.9 | -4.3 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 10.6 | 25 | -14 | 6.9 | +0.7 |
PFI | Invesco DWA Financial Momentum ETF | 10.5 | 60 | -49 | 6.0 | -0.2 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 10.5 | 27 | -16 | 7.8 | +1.6 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 10.3 | 60 | -49 | 9.0 | +2.8 |
SPLV | Invesco S&P 500 Low Volatility ETF | 10.2 | 25 | -14 | 5.9 | -0.3 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 10.2 | 60 | -49 | 5.5 | -0.7 |
VOE | Vanguard Mid-Cap Value Index Fund | 10.0 | 7 | 4 | 7.7 | +1.5 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 9.9 | 20 | -9 | 9.4 | +3.2 |
IWN | iShares Russell 2000 Value ETF | 9.9 | 24 | -13 | 6.0 | -0.2 |
VTWV | Vanguard Russell 2000 Value Index Fund | 9.8 | 15 | -4 | 2.8 | -3.4 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 9.8 | 60 | -49 | 7.4 | +1.2 |
IWS | iShares Russell Mid-Cap Value ETF | 9.6 | 23 | -12 | 7.5 | +1.3 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 9.6 | 30 | -19 | 8.1 | +1.9 |
CVY | Invesco Zacks Multi-Asset Income ETF | 9.4 | 100 | -89 | 10.7 | +4.5 |
VPN | Global X Data Center REITs & Digital Infrastructure ETF | 9.3 | 50 | -39 | 5.0 | -1.2 |
DON | WisdomTree U.S. MidCap Dividend Fund | 9.1 | 38 | -27 | 9.2 | +3.0 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 9.0 | 18 | -7 | 8.9 | +2.7 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 9.0 | 15 | -4 | 8.9 | +2.7 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 9.0 | 15 | -4 | 8.9 | +2.7 |
ROOF | IQ US Real Estate Small Cap ETF | 8.9 | 70 | -59 | 8.7 | +2.5 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 8.7 | 75 | -64 | 3.4 | -2.8 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 8.7 | 70 | -59 | 5.0 | -1.2 |
SCHM | Schwab U.S. Mid-Cap ETF | 8.7 | 4 | 7 | 7.1 | +0.9 |
BOSS | Global X Founder-Run Companies ETF | 8.7 | 45 | -34 | 3.5 | -2.7 |
FDVV | Fidelity Core Dividend ETF | 8.4 | 29 | -18 | 7.9 | +1.7 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 8.3 | 7 | 4 | 6.1 | -0.1 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 8.2 | 15 | -4 | 8.6 | +2.4 |
DWEQ | AdvisorShares Dorsey Wright Alpha Equal Weight ETF | 8.1 | 96 | -85 | 4.2 | -2.1 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 8.1 | 15 | -4 | 8.9 | +2.7 |
KBWY | Invesco KBW Premium Yield Equity REIT ETF | 8.1 | 35 | -24 | 9.8 | +3.6 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 8.1 | 12 | -1 | 8.4 | +2.2 |
VBR | Vanguard Small Cap Value Index Fund | 7.9 | 7 | 4 | 9.1 | +2.9 |
VB | Vanguard Small-Cap ETF | 7.9 | 5 | 6 | 6.6 | +0.4 |
VBK | Vanguard Small-Cap Growth Index Fund | 7.9 | 7 | 4 | 2.6 | -3.6 |
MDY | SPDR S&P Midcap 400 ETF Trust | 7.9 | 23 | -12 | 8.0 | +1.8 |
FLDZ | RiverNorth Volition America Patriot ETF | 7.9 | 70 | -59 | 6.2 | -0.0 |
VO | Vanguard Mid-Cap Index Fund | 7.9 | 4 | 7 | 6.2 | 0.0 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 7.8 | 6 | 5 | 8.0 | +1.8 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 7.8 | 25 | -14 | 6.6 | +0.4 |
IJH | iShares Core S&P Mid-Cap ETF | 7.8 | 5 | 6 | 8.2 | +2.0 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 7.8 | 10 | 1 | 8.2 | +2.0 |
SPMD | SPDR Portfolio Mid Cap ETF | 7.7 | 5 | 6 | 8.2 | +2.0 |
JHSC | John Hancock Multifactor Small Cap ETF | 7.7 | 42 | -31 | 7.1 | +0.8 |
FCLD | Fidelity Cloud Computing ETF | 7.6 | 39 | -28 | 4.7 | -1.5 |
RNMC | Mid Cap US Equity Select ETF | 7.6 | 60 | -49 | 8.4 | +2.2 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 7.6 | 30 | -19 | 7.8 | +1.6 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 7.5 | 29 | -18 | 7.7 | +1.5 |
JDIV | JPMorgan U.S. Dividend ETF | 7.5 | 12 | -1 | 8.6 | +2.4 |
PBSM | Invesco PureBeta MSCI USA Small Cap ETF | 7.5 | 6 | 5 | 6.1 | -0.1 |
MILN | Global X Millennial Consumer ETF | 7.4 | 50 | -39 | 3.4 | -2.8 |
EWMC | Invesco S&P MidCap 400 Equal Weight ETF | 7.4 | 40 | -29 | 7.9 | +1.7 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 7.4 | 24 | -13 | 8.9 | +2.7 |
ISCV | iShares Morningstar Small Cap Value ETF | 7.4 | 6 | 5 | 8.8 | +2.6 |
CZA | Invesco Zacks Mid-Cap ETF | 7.3 | 69 | -58 | 6.7 | +0.5 |
KLCD | KFA Large Cap Quality Dividend Index ETF | 7.3 | 42 | -31 | 6.7 | +0.5 |
IMCB | iShares Morningstar Mid-Cap ETF | 7.3 | 4 | 7 | 6.6 | +0.4 |
GBLD | Invesco MSCI Green Building ETF | 7.2 | 39 | -28 | 8.8 | +2.6 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 7.2 | 4 | 7 | 6.7 | +0.5 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 7.2 | 24 | -13 | 8.4 | +2.2 |
HOTL | Kelly Hotel & Lodging Sector ETF | 7.1 | 78 | -67 | 3.3 | -2.9 |
IWR | iShares Russell Midcap ETF | 7.1 | 19 | -8 | 6.5 | +0.3 |
FSMD | Fidelity Small-Mid Factor ETF | 7.0 | 29 | -18 | 9.2 | +3.0 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 6.9 | 4 | 7 | 6.3 | +0.1 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 6.9 | 20 | -9 | 6.9 | +0.7 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 6.9 | 63 | -52 | 5.1 | -1.1 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 6.7 | 17 | -6 | 5.9 | -0.3 |
VXF | Vanguard Extended Market Index Fund | 6.7 | 6 | 5 | 2.7 | -3.6 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 6.7 | 10 | 1 | 5.9 | -0.3 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 6.6 | 6 | 5 | 4.9 | -1.3 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 6.6 | 25 | -14 | 6.0 | -0.2 |
ISCB | iShares Morningstar Small-Cap ETF | 6.5 | 4 | 7 | 5.5 | -0.7 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 6.5 | 65 | -54 | 7.4 | +1.2 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 6.5 | 10 | 1 | 6.0 | -0.2 |
IWM | iShares Russell 2000 ETF | 6.5 | 19 | -8 | 3.8 | -2.4 |
NUSC | Nuveen ESG Small-Cap ETF | 6.5 | 30 | -19 | 6.2 | +0.0 |
VTWO | Vanguard Russell 2000 Index Fund | 6.4 | 10 | 1 | 1.7 | -4.5 |
ISMD | Inspire Small/Mid Cap Impact ETF | 6.4 | 57 | -46 | 6.7 | +0.5 |
XMMO | Invesco S&P MidCap Momentum ETF | 6.3 | 33 | -22 | 8.8 | +2.6 |
VSL | Volshares Large Capital ETF | 6.3 | 65 | -54 | 5.9 | -0.3 |
KVLE | KFA Value Liner Dynamic Core Equity Index ETF | 6.2 | 56 | -45 | 6.8 | +0.6 |
SFYX | Sofi Next 500 ETF | 6.2 | 0 | 11 | 6.3 | +0.1 |
SCHA | Schwab U.S. Small-Cap ETF | 6.1 | 4 | 7 | 5.9 | -0.3 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 6.1 | 60 | -49 | 5.8 | -0.4 |
BYTE | Roundhill IO Digital Infrastructure ETF | 6.1 | 75 | -64 | 3.6 | -2.7 |
USEQ | Invesco Russell 1000 Enhanced Equal Weight ETF | 6.1 | 29 | -18 | 8.5 | +2.3 |
LSLT | Salt Low truBeta US Market ETF | 6.0 | 60 | -49 | 0.0 | -6.2 |
RNSC | Small Cap US Equity Select ETF | 6.0 | 60 | -49 | 9.3 | +3.1 |
TRYP | SonicShares Airlines, Hotels, Cruise Lines ETF | 6.0 | 75 | -64 | -4.1 | -10.3 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 6.0 | 18 | -7 | 8.2 | +2.0 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 6.0 | 17 | -6 | 7.4 | +1.2 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 6.0 | 15 | -4 | 7.5 | +1.3 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 6.0 | 15 | -4 | 7.4 | +1.2 |
SPDV | AAM S&P 500 High Dividend Value ETF | 5.9 | 29 | -18 | 10.1 | +3.9 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 5.8 | 6 | 5 | 1.6 | -4.7 |
AGNG | Global X Aging Population ETF | 5.8 | 50 | -39 | 3.9 | -2.3 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 5.7 | 88 | -77 | 6.1 | -0.1 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 5.6 | 20 | -9 | 5.0 | -1.2 |
AFMC | First Trust Active Factor Mid Cap ETF | 5.6 | 65 | -54 | 10.5 | +4.3 |
PSCF | Invesco S&P SmallCap Financials ETF | 5.6 | 29 | -18 | 10.3 | +4.1 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 5.6 | 5 | 6 | 8.2 | +2.0 |
IJR | iShares Core S&P Small Cap ETF | 5.6 | 6 | 5 | 8.2 | +2.0 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 5.6 | 10 | 1 | 8.2 | +2.0 |
SLY | SPDR S&P 600 Small Cap ETF | 5.6 | 15 | -4 | 8.1 | +1.9 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 5.6 | 12 | -1 | 8.0 | +1.8 |
USLB | Invesco Russell 1000 Low Beta Equal Weight ETF | 5.6 | 35 | -24 | 7.5 | +1.3 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 5.6 | 38 | -27 | 9.3 | +3.1 |
DEW | WisdomTree Global High Dividend Fund | 5.5 | 58 | -47 | 8.9 | +2.7 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 5.5 | 29 | -18 | 9.0 | +2.8 |
NUDV | Nuveen ESG Dividend ETF | 5.4 | 25 | -14 | 7.9 | +1.7 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 5.3 | 15 | -4 | 8.7 | +2.5 |
VOT | Vanguard Mid-Cap Growth Index Fund | 5.3 | 7 | 4 | 4.5 | -1.7 |
YPS | Arrow Reverse Cap 500 ETF | 5.3 | 29 | -18 | 6.8 | +0.6 |
JHMM | John Hancock Multifactor Mid Cap ETF | 5.2 | 41 | -30 | 7.4 | +1.2 |
KONG | Formidable Fortress ETF | 5.2 | 89 | -78 | 6.2 | -0.1 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 5.2 | 9 | 2 | 5.4 | -0.8 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 5.2 | 39 | -28 | 4.7 | -1.5 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 5.2 | 9 | 2 | 6.8 | +0.6 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 5.1 | 70 | -59 | 5.8 | -0.4 |
AUSF | Global X Adaptive U.S. Factor ETF | 5.1 | 27 | -16 | 6.3 | +0.1 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 5.1 | 60 | -49 | 8.1 | +1.9 |
SIZE | iShares MSCI USA Size Factor ETF | 5.0 | 15 | -4 | 6.8 | +0.6 |
SMMD | iShares Russell 2500 ETF | 5.0 | 15 | -4 | 7.0 | +0.8 |
BLES | Inspire Global Hope Large Cap ETF | 5.0 | 52 | -41 | 6.4 | +0.2 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 5.0 | 12 | -1 | 7.1 | +0.9 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 5.0 | 20 | -9 | 8.0 | +1.8 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 5.0 | 20 | -9 | 7.4 | +1.2 |
EUSA | iShares MSCI USA Equal Weighted ETF | 5.0 | 9 | 2 | 6.6 | +0.4 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 4.9 | 12 | -1 | 5.7 | -0.5 |
IJS | iShares S&P Small-cap 600 Value ETF | 4.9 | 18 | -7 | 8.2 | +2.0 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 4.9 | 15 | -4 | 8.3 | +2.1 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 4.9 | 15 | -4 | 8.2 | +2.0 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 4.9 | 37 | -26 | 7.3 | +1.1 |
ERTH | Invesco MSCI Sustainable Future ETF | 4.9 | 55 | -44 | 4.1 | -2.1 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 4.8 | 20 | -9 | 7.7 | +1.5 |
RSP | Invesco S&P 500 Equal Weight ETF | 4.8 | 20 | -9 | 6.9 | +0.7 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 4.8 | 60 | -49 | 8.5 | +2.3 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 4.8 | 17 | -6 | 8.2 | +2.0 |
GK | AdvisorShares Gerber Kawasaki ETF | 4.7 | 81 | -70 | 4.9 | -1.3 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 4.7 | 15 | -4 | 8.1 | +1.9 |
SPMO | Invesco S&P 500 Momentum ETF | 4.7 | 13 | -2 | 6.3 | +0.1 |
EWSC | Invesco S&P Smallcap 600 Equal Weight ETF | 4.7 | 40 | -29 | 7.9 | +1.7 |
QDIV | Global X S&P 500 Quality Dividend ETF | 4.7 | 20 | -9 | 8.9 | +2.7 |
PDP | Invesco DWA Momentum ETF | 4.6 | 62 | -51 | 5.7 | -0.5 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 4.6 | 20 | -9 | 9.6 | +3.4 |
VEGN | US Vegan Climate ETF | 4.5 | 60 | -49 | 6.1 | -0.1 |
LYFE | 2nd Vote Life Neutral Plus ETF | 4.5 | 75 | -64 | 8.1 | +1.9 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 4.5 | 63 | -52 | 9.4 | +3.2 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 4.5 | 20 | -9 | 7.1 | +0.9 |
SXUS | Janus Henderson International Sustainable Equity ETF | 4.5 | 60 | -49 | 4.4 | -1.8 |
PSC | Principal U.S. Small Cap Index ETF | 4.4 | 38 | -27 | 8.0 | +1.8 |
QDF | FlexShares Quality Dividend Index Fund | 4.3 | 37 | -26 | 7.8 | +1.6 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 4.3 | 12 | -1 | 8.5 | +2.3 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 4.3 | 15 | -4 | 8.4 | +2.2 |
SMDY | Syntax Stratified MidCap ETF | 4.3 | 35 | -24 | 7.3 | +1.1 |
VALQ | American Century STOXX U.S. Quality Value ETF | 4.3 | 29 | -18 | 10.0 | +3.8 |
FLQS | Franklin LibertyQ U.S. Small Cap Equity ETF | 4.2 | 35 | -24 | 7.9 | +1.7 |
PLTL | Principal US Small-Cap Adaptive Multi-Factor ETF | 4.2 | 19 | -8 | 8.5 | +2.3 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 4.1 | 25 | -14 | 8.9 | +2.7 |
IWD | iShares Russell 1000 Value ETF | 4.1 | 19 | -8 | 7.6 | +1.4 |
VONV | Vanguard Russell 1000 Value Index Fund | 4.1 | 8 | 3 | 7.7 | +1.5 |
FCPI | Fidelity Stocks for Inflation ETF | 4.1 | 29 | -18 | 10.1 | +3.9 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 4.1 | 20 | -9 | 8.8 | +2.6 |
SDG | iShares Sustainable MSCI Global Impact ETF | 4.0 | 49 | -38 | 8.9 | +2.7 |
GCIG | Genuine Investors ETF | 4.0 | 100 | -89 | 6.2 | -0.0 |
ECOZ | TrueMark ESG Active Opportunities ETF | 4.0 | 58 | -47 | 5.3 | -0.9 |
PSET | Principal Price Setters Index ETF | 4.0 | 15 | -4 | 7.2 | +1.0 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 3.9 | 16 | -5 | 8.6 | +2.4 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 3.9 | 15 | -4 | 8.4 | +2.2 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 3.9 | 18 | -7 | 8.4 | +2.2 |
ICAP | InfraCap Equity Income Fund ETF | 3.9 | 80 | -69 | 9.4 | +3.2 |
MXDU | Nationwide Maximum Diversification US Core Equity ETF | 3.9 | 34 | -23 | 5.7 | -0.5 |
SDY | SPDR S&P Dividend ETF | 3.9 | 35 | -24 | 6.9 | +0.7 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 3.8 | 39 | -28 | 7.9 | +1.7 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 3.8 | 25 | -14 | 7.8 | +1.6 |
SCHV | Schwab U.S. Large-Cap Value ETF | 3.8 | 4 | 7 | 7.7 | +1.5 |
BJK | VanEck Gaming ETF | 3.8 | 65 | -54 | 2.7 | -3.5 |
BEDZ | AdvisorShares Hotel ETF | 3.8 | 99 | -88 | 1.8 | -4.4 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 3.8 | 55 | -44 | 4.8 | -1.4 |
GRNR | Global X Green Building ETF | 3.8 | 45 | -34 | 9.1 | +2.9 |
DEF | Invesco Defensive Equity ETF | 3.7 | 53 | -42 | 6.4 | +0.2 |
BUYZ | Franklin Disruptive Commerce ETF | 3.7 | 50 | -39 | 0.0 | -6.2 |
JOET | Virtus Terranova US Quality Momentum ETF | 3.7 | 29 | -18 | 6.9 | +0.7 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 3.6 | 28 | -17 | 7.2 | +1.0 |
QLV | FlexShares US Quality Low Volatility Index Fund | 3.6 | 22 | -11 | 5.8 | -0.4 |
DTD | WisdomTree U.S.Total Dividend Fund | 3.6 | 28 | -17 | 7.5 | +1.3 |
CLOU | Global X Cloud Computing ETF | 3.6 | 68 | -57 | 1.7 | -4.5 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 3.6 | 35 | -24 | 6.5 | +0.3 |
FVD | First Trust Value Line Dividend Index Fund | 3.5 | 70 | -59 | 6.2 | +0.0 |
KNG | FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF | 3.5 | 75 | -64 | 6.1 | -0.2 |
PZLD | Puzzle Divdend Leaders | 3.5 | 10 | 1 | 7.1 | +0.9 |
DHS | WisdomTree U.S. High Dividend Fund | 3.4 | 38 | -27 | 8.3 | +2.1 |
RYLD | Global X Russell 2000 Covered Call ETF | 3.4 | 60 | -49 | 1.1 | -5.1 |
USXF | iShares ESG Advanced MSCI USA ETF | 3.4 | 10 | 1 | 6.3 | +0.1 |
QDYN | FlexShares Quality Dividend Dynamic Index Fund | 3.4 | 37 | -26 | 8.6 | +2.4 |
JAVA | JPMorgan Active Value ETF | 3.4 | 44 | -33 | 7.1 | +0.9 |
IVDG | Invesco Focused Discovery Growth ETF | 3.4 | 59 | -48 | 5.0 | -1.3 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 3.3 | 50 | -39 | 8.7 | +2.5 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 3.3 | 38 | -27 | 11.0 | +4.8 |
FDMO | Fidelity Momentum Factor ETF | 3.3 | 29 | -18 | 4.9 | -1.3 |
BOUT | Innovator IBD Breakout Opportunities ETF | 3.2 | 84 | -73 | 8.0 | +1.8 |
JMIN | JPMorgan U.S. Minimum Volatility ETF | 3.2 | 12 | -1 | 6.3 | +0.1 |
IUSS | Invesco Strategic US Small Company ETF | 3.1 | 23 | -12 | 6.8 | +0.6 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 3.1 | 39 | -28 | 9.8 | +3.6 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 3.1 | 64 | -53 | 8.2 | +2.0 |
MAGA | Point Bridge GOP Stock Tracker ETF | 3.1 | 72 | -61 | 6.2 | +0.0 |
ESGV | Vanguard ESG U.S. Stock ETF | 3.1 | 9 | 2 | 6.4 | +0.2 |
ACIO | Aptus Collared Income Opportunity ETF | 3.1 | 79 | -68 | 5.5 | -0.7 |
ROUS | Hartford Multifactor US Equity ETF | 3.1 | 19 | -8 | 7.9 | +1.7 |
CRUZ | Defiance Hotel Airline and Cruise ETF | 3.1 | 45 | -34 | -4.5 | -10.7 |
SAMT | Strategas Macro Thematic Opportunities ETF | 3.1 | 65 | -54 | 3.7 | -2.5 |
SRET | Global X SuperDividend REIT ETF | 3.1 | 58 | -47 | 9.1 | +2.9 |
JVAL | JPMorgan U.S. Value Factor ETF | 3.1 | 12 | -1 | 9.6 | +3.4 |
XDAT | Franklin Exponential Data ETF | 3.0 | 50 | -39 | 3.2 | -3.0 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 3.0 | 80 | -69 | 9.6 | +3.4 |
CSML | IQ Chaikin U.S. Small Cap ETF | 3.0 | 35 | -24 | 6.1 | -0.1 |
SSPY | Syntax Stratified LargeCap ETF | 3.0 | 30 | -19 | 7.0 | +0.8 |
NULV | Nuveen ESG Large-Cap Value ETF | 2.9 | 25 | -14 | 8.0 | +1.8 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 2.9 | 14 | -3 | 6.4 | +0.2 |
FMIL | Fidelity New Millennium ETF | 2.9 | 59 | -48 | 7.3 | +1.1 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 2.9 | 71 | -60 | 3.6 | -2.6 |
IUSV | iShares Core S&P U.S. Value ETF | 2.9 | 4 | 7 | 7.4 | +1.2 |
REVS | Columbia Research Enhanced Value ETF | 2.9 | 19 | -8 | 8.9 | +2.7 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 2.9 | 30 | -19 | 7.7 | +1.5 |
TMFG | Motley Fool Global Opportunities ETF | 2.8 | 85 | -74 | 4.5 | -1.7 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 2.8 | 12 | -1 | 6.0 | -0.2 |
ADME | Aptus Drawdown Managed Equity ETF | 2.8 | 79 | -68 | 5.3 | -1.0 |
EQUL | IQ Engender Equality ETF | 2.8 | 45 | -34 | 8.0 | +1.8 |
SHE | SPDR SSGA Gender Diversity Index ETF | 2.8 | 20 | -9 | 6.2 | 0.0 |
VTV | Vanguard Value Index Fund | 2.8 | 4 | 7 | 7.9 | +1.7 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 2.7 | 27 | -16 | 6.6 | +0.4 |
LVOL | American Century Low Volatility ETF | 2.7 | 29 | -18 | 6.3 | +0.1 |
EGIS | 2nd Vote Society Defended ETF | 2.7 | 75 | -64 | 7.5 | +1.3 |
IBET | iBET Sports Betting and Gaming ETF | 2.7 | 79 | -68 | 2.6 | -3.6 |
VICE | AdvisorShares Vice ETF | 2.7 | 99 | -88 | 5.6 | -0.6 |
FDWM | Fidelity Women's Leadership ETF | 2.7 | 59 | -48 | 6.5 | +0.3 |
VTI | Vanguard Total Stock Market Index Fund | 2.7 | 3 | 8 | 5.9 | -0.3 |
IWV | iShares Russell 3000 ETF | 2.7 | 20 | -9 | 6.1 | -0.1 |
SSLY | Syntax Stratified SmallCap ETF | 2.7 | 40 | -29 | 7.7 | +1.5 |
VTHR | Vanguard Russell 3000 Index Fund | 2.7 | 10 | 1 | 6.1 | -0.1 |
FQAL | Fidelity Quality Factor ETF | 2.7 | 29 | -18 | 7.3 | +1.1 |
ETHO | Etho Climate Leadership U.S. ETF | 2.7 | 48 | -37 | 5.0 | -1.2 |
AFLG | First Trust Active Factor Large Cap ETF | 2.7 | 55 | -44 | 7.9 | +1.7 |
PRF | Invesco FTSE RAFI US 1000 ETF | 2.7 | 39 | -28 | 7.9 | +1.7 |
FLRG | Fidelity U.S. Multifactor ETF | 2.7 | 29 | -18 | 8.3 | +2.1 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2.7 | 3 | 8 | 6.2 | -0.0 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 2.7 | 25 | -14 | 6.9 | +0.7 |
SCHB | Schwab U.S. Broad Market ETF | 2.7 | 3 | 8 | 6.3 | +0.1 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 2.7 | 25 | -14 | 7.0 | +0.8 |
AFSM | First Trust Active Factor Small Cap ETF | 2.6 | 77 | -66 | 8.8 | +2.6 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 2.6 | 59 | -48 | 8.4 | +2.2 |
MTUM | iShares MSCI USA Momentum Factor ETF | 2.6 | 15 | -4 | 5.9 | -0.3 |
PZLG | Puzzle Mature Growth | 2.6 | 10 | 1 | 4.9 | -1.3 |
IVLC | Invesco US Large Cap Core ESG ETF | 2.6 | 48 | -37 | 6.2 | -0.0 |
JEPI | JPMorgan Equity Premium Income ETF | 2.6 | 35 | -24 | 5.7 | -0.5 |
NXTG | First Trust Indxx NextG ETF | 2.6 | 70 | -59 | 6.9 | +0.7 |
FSST | Fidelity Sustainability U.S. Equity ETF | 2.6 | 59 | -48 | 6.3 | +0.1 |
PY | Principal Shareholder Yield Index ETF | 2.6 | 15 | -4 | 11.5 | +5.3 |
ILCV | iShares Morningstar Value ETF | 2.5 | 4 | 7 | 7.7 | +1.5 |
IQSU | IQ Candriam ESG US Equity ETF | 2.5 | 9 | 2 | 6.4 | +0.2 |
FVAL | Fidelity Value Factor ETF | 2.5 | 29 | -18 | 9.9 | +3.7 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 2.5 | 9 | 2 | 6.8 | +0.6 |
IYY | iShares Dow Jones U.S. ETF | 2.5 | 20 | -9 | 6.2 | -0.0 |
JHML | John Hancock Multifactor Large Cap ETF | 2.5 | 29 | -18 | 6.8 | +0.6 |
IVE | iShares S&P 500 Value ETF | 2.5 | 18 | -7 | 7.2 | +1.0 |
QUAL | iShares MSCI Usa Quality Factor ETF | 2.5 | 15 | -4 | 6.7 | +0.5 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2.5 | 4 | 7 | 7.3 | +1.1 |
FEVR | Inspire Faithward Large Cap Momentum ESG ETF | 2.5 | 85 | -74 | 5.8 | -0.4 |
IWB | iShares Russell 1000 ETF | 2.5 | 15 | -4 | 6.3 | +0.1 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 2.5 | 15 | -4 | 6.3 | +0.1 |
RNDV | US Equity Dividend Select ETF | 2.5 | 50 | -39 | 9.0 | +2.8 |
VONE | Vanguard Russell 1000 ETF | 2.5 | 8 | 3 | 6.4 | +0.2 |
TECB | iShares US Tech Breakthrough Multisector ETF | 2.4 | 40 | -29 | 6.0 | -0.3 |
SCHK | Schwab 1000 Index ETF | 2.4 | 5 | 6 | 6.4 | +0.2 |
FDLO | Fidelity Low Volatility Factor ETF | 2.4 | 29 | -18 | 5.8 | -0.4 |
SUSA | iShares MSCI USA ESG Select ETF | 2.4 | 25 | -14 | 6.3 | +0.1 |
SQEW | LeaderShares Equity Skew ETF | 2.4 | 75 | -64 | 6.8 | +0.6 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 2.4 | 60 | -49 | 8.6 | +2.4 |
DSI | iShares MSCI KLD 400 Social ETF | 2.4 | 25 | -14 | 6.4 | +0.2 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 2.4 | 52 | -41 | 6.1 | -0.1 |
RNLC | Large Cap US Equity Select ETF | 2.4 | 60 | -49 | 7.5 | +1.3 |
SPTM | SPDR Portfolio Total Stock Market ETF | 2.4 | 3 | 8 | 6.6 | +0.4 |
IWO | iShares Russell 2000 Growth ETF | 2.4 | 24 | -13 | 1.1 | -5.2 |
VOOV | Vanguard S&P 500 Value ETF | 2.3 | 10 | 1 | 7.2 | +1.0 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 2.3 | 27 | -16 | 6.2 | 0.0 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 2.3 | 15 | -4 | 7.7 | +1.5 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 2.3 | 15 | -4 | 0.8 | -5.4 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 2.3 | 15 | -4 | 6.5 | +0.3 |
SCHX | Schwab U.S. Large-Cap ETF | 2.3 | 3 | 8 | 6.4 | +0.2 |
ILCB | iShares Morningstar U.S. Equity ETF | 2.3 | 3 | 8 | 6.4 | +0.2 |
DEIF | Sterling Capital Diverse Multi-Manager Active ETF | 2.3 | 65 | -54 | 7.0 | +0.8 |
FDRR | Fidelity Dividend ETF for Rising Rates | 2.3 | 29 | -18 | 8.3 | +2.1 |
DEMZ | Advisors Inner Circle Fund III DEMZ Political Contributions | 2.3 | 45 | -34 | 6.3 | +0.1 |
USMF | WisdomTree U.S. Multifactor Fund | 2.3 | 28 | -17 | 9.3 | +3.1 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 2.2 | 12 | -1 | 6.4 | +0.2 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 2.2 | 72 | -61 | 13.1 | +6.9 |
EES | WisdomTree SmallCap Earnings Fund | 2.2 | 38 | -27 | 11.0 | +4.8 |
JRNY | ALPS Global Travel Beneficiaries ETF | 2.2 | 65 | -54 | 1.0 | -5.2 |
FIVG | Defiance Next Gen Connectivity ETF | 2.2 | 30 | -19 | 7.0 | +0.8 |
PBUS | Invesco PureBeta MSCI USA ETF | 2.2 | 4 | 7 | 6.4 | +0.2 |
RECS | Columbia Research Enhanced Core ETF | 2.1 | 15 | -4 | 7.6 | +1.4 |
GBDV | Global Beta Smart Income ETF | 2.1 | 29 | -18 | 9.6 | +3.4 |
FLLV | Franklin Liberty U.S. Low Volatility ETF | 2.1 | 29 | -18 | 6.3 | +0.1 |
CHGX | Change Finance U.S. Large Cap Fossil Fuel Free ETF | 2.1 | 49 | -38 | 6.9 | +0.7 |
XVV | iShares ESG Screened S&P 500 ETF | 2.1 | 8 | 3 | 6.5 | +0.3 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 2.1 | 2 | 9 | 6.4 | +0.2 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 2.1 | 27 | -16 | 6.4 | +0.2 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 2.1 | 12 | -1 | 6.3 | +0.1 |
XRMI | Global X S&P 500 Risk Managed Income ETF | 2.1 | 60 | -49 | 5.6 | -0.6 |
XYLD | Global X S&P 500 Covered Call ETF | 2.1 | 60 | -49 | 5.6 | -0.6 |
EFIV | SPDR S&P 500 ESG ETF | 2.1 | 10 | 1 | 6.6 | +0.4 |
SNPE | Xtrackers S&P 500 ESG ETF | 2.1 | 10 | 1 | 6.6 | +0.4 |
RPG | Invesco S&P 500 Pure Growth ETF | 2.0 | 35 | -24 | 7.5 | +1.3 |
ILCG | iShares Morningstar Growth ETF | 2.0 | 4 | 7 | 4.9 | -1.4 |
XYLG | Global X S&P 500 Covered Call & Growth ETF | 2.0 | 60 | -49 | 5.8 | -0.4 |
IVV | iShares Core S&P 500 ETF | 2.0 | 3 | 8 | 6.5 | +0.3 |
PBP | Invesco S&P 500 BuyWrite ETF | 2.0 | 49 | -38 | 5.7 | -0.5 |
RESP | WisdomTree US ESG Fund of Benef Interest | 2.0 | 28 | -17 | 7.9 | +1.7 |
SPY | SPDR S&P 500 ETF Trust | 2.0 | 9 | 2 | 6.4 | +0.2 |
VV | Vanguard Large-Cap Index Fund | 2.0 | 4 | 7 | 6.3 | +0.1 |
SPLG | SPDR Portfolio S&P 500 ETF | 2.0 | 3 | 8 | 6.5 | +0.3 |
HVAL | ALPS Hillman Active Value ETF | 2.0 | 55 | -44 | 7.9 | +1.7 |
VLU | SPDR S&P 1500 Value Tilt ETF | 2.0 | 12 | -1 | 8.6 | +2.4 |
PLRG | Principal US Large-Cap Adaptive Multi-Factor ETF | 2.0 | 15 | -4 | 6.3 | +0.1 |
HELX | Franklin Genomic Advancements ETF | 2.0 | 50 | -39 | 4.3 | -1.9 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 2.0 | 75 | -64 | 1.8 | -4.4 |
XCLR | Global X S&P 500 Collar 95-110 ETF | 2.0 | 60 | -49 | 5.4 | -0.8 |
FTHI | First Trust High Income ETF | 2.0 | 85 | -74 | 4.3 | -1.9 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 2.0 | 25 | -14 | 7.8 | +1.6 |
XTR | Global X S&P 500 Tail Risk ETF | 2.0 | 60 | -49 | 5.7 | -0.5 |
OSCV | Opus Small Cap Value Plus ETF | 1.9 | 79 | -68 | 6.2 | -0.0 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 1.9 | 20 | -9 | 6.4 | +0.2 |
VOO | VANGUARD S&P 500 ETF | 1.9 | 3 | 8 | 6.5 | +0.3 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 1.9 | 29 | -18 | 6.2 | 0.0 |
XVOL | Acruence Active Hedge U.S. Equity ETF | 1.9 | 83 | -72 | 5.7 | -0.5 |
GENY | Principal Millennials Index ETF | 1.9 | 45 | -34 | 4.7 | -1.5 |
AIEQ | AI Powered Equity ETF | 1.9 | 80 | -69 | 6.5 | +0.3 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 1.9 | 7 | 4 | 6.3 | +0.1 |
JUSA | JPMorgan ActiveBuilders U.S. Large Cap Equity ETF | 1.9 | 17 | -6 | 6.7 | +0.5 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 1.9 | 52 | -41 | 8.8 | +2.6 |
CGUS | Capital Group Core Equity ETF | 1.9 | 33 | -22 | 6.5 | +0.3 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 1.8 | 55 | -44 | 6.3 | +0.1 |
VOTE | Engine No. 1 Transform 500 ETF | 1.8 | 5 | 6 | 6.3 | +0.1 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 1.8 | 70 | -59 | 10.6 | +4.4 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 1.8 | 20 | -9 | 6.3 | +0.1 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 1.8 | 11 | 0 | 6.8 | +0.6 |
ACWF | iShares MSCI Global Multifactor ETF | 1.8 | 35 | -24 | 10.2 | +4.0 |
IUSG | iShares Core S&P US Growth ETF | 1.7 | 4 | 7 | 6.2 | -0.0 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 1.7 | 59 | -48 | 4.5 | -1.7 |
ESGU | iShares MSCI USA ESG Optimized ETF | 1.7 | 15 | -4 | 6.3 | +0.1 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 1.7 | 30 | -19 | 10.4 | +4.2 |
RFG | Invesco S&P Midcap 400 Pure Growth ETF | 1.7 | 35 | -24 | 10.4 | +4.2 |
IUSA | Amberwave Invest USA JSG Fund | 1.7 | 67 | -56 | 6.8 | +0.6 |
AVDR | AVDR US LargeCap Leading ETF | 1.7 | 60 | -49 | 6.5 | +0.3 |
DIV | Global X SuperDividend US ETF | 1.7 | 45 | -34 | 6.4 | +0.2 |
SFY | SoFi Select 500 ETF | 1.7 | 0 | 11 | 6.4 | +0.2 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 1.7 | 49 | -38 | 5.7 | -0.5 |
IWP | iShares Russell Mid-Cap Growth ETF | 1.6 | 23 | -12 | 4.7 | -1.5 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 1.6 | 47 | -36 | 6.1 | -0.1 |
AVDG | AVDR US LargeCap ESG ETF | 1.6 | 60 | -49 | 6.1 | -0.1 |
PFM | Invesco Dividend Achievers ETF | 1.6 | 53 | -42 | 6.6 | +0.4 |
NULC | Nuveen ESG Large-Cap ETF | 1.6 | 20 | -9 | 6.6 | +0.4 |
JQUA | JPMorgan U.S. Quality Factor ETF | 1.6 | 12 | -1 | 7.0 | +0.8 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.6 | 9 | 2 | 6.6 | +0.4 |
TOK | iShares MSCI Kokusai ETF | 1.6 | 25 | -14 | 6.5 | +0.3 |
TTAC | TrimTabs US Free Cash Flow Quality ETF | 1.6 | 59 | -48 | 7.3 | +1.1 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.6 | 9 | 2 | 6.6 | +0.4 |
SIXS | 6 Meridian Small Cap Equity ETF | 1.6 | 100 | -89 | 10.0 | +3.8 |
VT | Vanguard Total World Stock ETF | 1.6 | 8 | 3 | 6.8 | +0.6 |
ACVF | American Conservative Values ETF | 1.5 | 75 | -64 | 5.6 | -0.6 |
GLRY | Inspire Faithward Mid Cap Momentum ESG ETF | 1.5 | 85 | -74 | 7.6 | +1.4 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 1.5 | 70 | -59 | 11.1 | +4.9 |
XSMO | Invesco S&P SmallCap Momentum ETF | 1.5 | 39 | -28 | 10.0 | +3.8 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 1.5 | 25 | -14 | 7.9 | +1.7 |
MIDF | iShares Edge MSCI Multifactor USA Mid-Cap ETF | 1.5 | 25 | -14 | 11.2 | +5.0 |
URTH | iShares MSCI World ETF | 1.5 | 24 | -13 | 6.5 | +0.3 |
DWAS | Invesco DWA SmallCap Momentum ETF | 1.5 | 60 | -49 | 5.4 | -0.8 |
VOOG | Vanguard S&P 500 Growth ETF | 1.5 | 10 | 1 | 6.1 | -0.1 |
IVW | iShares S&P 500 Growth ETF | 1.5 | 18 | -7 | 6.0 | -0.2 |
RAFE | PIMCO RAFI ESG U.S. ETF | 1.5 | 30 | -19 | 8.8 | +2.6 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 1.5 | 4 | 7 | 6.1 | -0.1 |
USMV | iShares Edge MSCI Min Vol USA ETF | 1.5 | 15 | -4 | 6.0 | -0.2 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 1.5 | 32 | -21 | 6.4 | +0.2 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 1.4 | 75 | -64 | 6.5 | +0.3 |
ISHP | First Trust S-Network E-Commerce ETF | 1.4 | 60 | -49 | 4.1 | -2.1 |
ROSC | Hartford Multifactor Small Cap ETF | 1.4 | 34 | -23 | 11.1 | +4.9 |
CACG | ClearBridge All Cap Growth ETF | 1.4 | 53 | -42 | 4.6 | -1.7 |
VLUE | iShares MSCI USA Value Factor ETF | 1.4 | 15 | -4 | 12.8 | +6.6 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 1.4 | 10 | 1 | 5.9 | -0.3 |
SUSL | iShares ESG MSCI USA Leaders ETF | 1.3 | 10 | 1 | 6.4 | +0.2 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 1.3 | 10 | 1 | 6.4 | +0.2 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 1.3 | 20 | -9 | 9.0 | +2.8 |
UTRN | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF | 1.3 | 75 | -64 | 8.2 | +2.0 |
GURU | Global X Guru Index ETF | 1.3 | 75 | -64 | 2.4 | -3.9 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 1.3 | 49 | -38 | 6.4 | +0.2 |
STLV | iShares Factors US Value Style ETF | 1.3 | 25 | -14 | 9.7 | +3.5 |
VUG | Vanguard Growth Index Fund | 1.3 | 4 | 7 | 5.3 | -0.9 |
QLC | FlexShares US Quality Large Cap Index Fund | 1.2 | 32 | -21 | 7.2 | +1.0 |
ACWI | iShares MSCI ACWI ETF | 1.2 | 32 | -21 | 6.7 | +0.5 |
VDNI | V-Shares US Leadership Diversity ETF | 1.2 | 29 | -18 | 6.7 | +0.5 |
IWX | iShares Russell Top 200 Value ETF | 1.2 | 20 | -9 | 7.6 | +1.4 |
IEHS | iShares Evolved U.S. Healthcare Staples ETF | 1.2 | 18 | -7 | 6.2 | +0.0 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 1.2 | 39 | -28 | 10.3 | +4.1 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 1.2 | 39 | -28 | 10.1 | +3.9 |
BFTR | Future Innovators ETF | 1.2 | 80 | -69 | 1.4 | -4.9 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 1.2 | 30 | -19 | 7.4 | +1.2 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.2 | 20 | -9 | 6.7 | +0.5 |
QUS | SPDR MSCI USA StrategicFactors ETF | 1.2 | 15 | -4 | 6.8 | +0.6 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 1.2 | 18 | -7 | 6.3 | +0.1 |
ENTR | Entrepreneur 30 Fund | 1.1 | 49 | -38 | 5.8 | -0.4 |
DTEC | ALPS Disruptive Technologies ETF | 1.1 | 50 | -39 | 4.3 | -1.9 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 1.1 | 30 | -19 | 9.5 | +3.3 |
IWC | iShares Micro-Cap ETF | 1.1 | 60 | -49 | -13.7 | -19.9 |
AILV | Alpha Intelligent - Large Cap Value ETF | 1.1 | 85 | -74 | 6.5 | +0.3 |
SLT | Pacer Salt High truBeta US Market ETF | 1.1 | 60 | -49 | 0.0 | -6.2 |
PEXL | Pacer US Export Leaders ETF | 1.1 | 60 | -49 | 7.0 | +0.8 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 1.0 | 91 | -80 | 6.9 | +0.7 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 1.0 | 25 | -14 | 6.6 | +0.4 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 1.0 | 42 | -31 | 6.5 | +0.3 |
MVPS | Amplify Thematic All-Stars ETF | 1.0 | 49 | -38 | 2.3 | -3.9 |
GSPY | Gotham Enhanced 500 ETF | 1.0 | 50 | -39 | 6.8 | +0.6 |
SDIV | Global X SuperDividend ETF | 1.0 | 59 | -48 | 34.1 | +27.9 |
EPS | WisdomTree U.S. Earnings 500 Fund | 1.0 | 8 | 3 | 8.0 | +1.8 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 1.0 | 41 | -30 | 6.7 | +0.5 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 1.0 | 0 | 11 | 6.4 | +0.2 |
WKLY | SoFi Weekly Dividend ETF | 0.9 | 49 | -38 | 8.3 | +2.1 |
MMLG | First Trust Multi-Manager Large Growth ETF | 0.9 | 85 | -74 | 2.9 | -3.3 |
MGMT | Ballast Small/Mid Cap ETF | 0.9 | 110 | -99 | 9.6 | +3.4 |
IWL | iShares Russell Top 200 ETF | 0.9 | 15 | -4 | 6.3 | +0.1 |
LGBT | LGBTQ + ESG100 ETF | 0.8 | 75 | -64 | 0.0 | -6.2 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 0.8 | 25 | -14 | 7.6 | +1.4 |
KRMA | Global X Conscious Companies ETF | 0.8 | 43 | -32 | 6.7 | +0.5 |
SVAL | iShares US Small Cap Value Factor ETF | 0.8 | 20 | -9 | 11.2 | +5.0 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 0.8 | 39 | -28 | 9.6 | +3.4 |
DIVB | iShares U.S. Dividend & Buyback ETF | 0.8 | 25 | -14 | 8.0 | +1.8 |
HLAL | Wahed FTSE USA Shariah ETF | 0.8 | 50 | -39 | 5.9 | -0.3 |
MGV | Vanguard Mega Cap Value ETF | 0.8 | 7 | 4 | 7.9 | +1.7 |
MGC | Vanguard Mega Cap Index Fund | 0.8 | 7 | 4 | 6.3 | +0.1 |
MGK | Vanguard Mega Cap Growth ETF | 0.8 | 7 | 4 | 5.5 | -0.7 |
HKND | Humankind US Stock ETF | 0.7 | 11 | 0 | 7.8 | +1.6 |
GLIF | AGFiQ Global Infrastructure ETF | 0.7 | 45 | -34 | 4.8 | -1.4 |
MMSC | First Trust Multi-Manager Small Cap Opportunities ETF | 0.7 | 95 | -84 | 2.6 | -3.6 |
OALC | OneAscent Large Cap Core ETF | 0.7 | 76 | -65 | 6.6 | +0.4 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.7 | 30 | -19 | 6.7 | +0.5 |
IWF | iShares Russell 1000 Growth ETF | 0.7 | 19 | -8 | 5.9 | -0.3 |
VONG | Vanguard Russell 1000 Growth Index Fund | 0.7 | 8 | 3 | 6.0 | -0.2 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.7 | 20 | -9 | 6.0 | -0.2 |
MBOX | Freedom Day Dividend ETF | 0.7 | 39 | -28 | 8.6 | +2.4 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 0.7 | 41 | -30 | 6.8 | +0.6 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.7 | 19 | -8 | 7.2 | +1.0 |
HLGE | Hartford Longevity Economy ETF | 0.7 | 44 | -33 | 8.8 | +2.6 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 0.7 | 60 | -49 | 6.3 | +0.1 |
CSD | Invesco S&P Spin-Off ETF | 0.7 | 65 | -54 | 6.0 | -0.2 |
TMDV | ProShares Russell US Dividend Growers ETF | 0.7 | 36 | -25 | 6.3 | +0.1 |
HDIV | QRAFT AI-Enhanced U.S. High Dividend ETF | 0.7 | 75 | -64 | 7.6 | +1.4 |
WDIV | SPDR Global Dividend ETF | 0.7 | 40 | -29 | 9.7 | +3.5 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 0.6 | 28 | -17 | 7.4 | +1.2 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 0.6 | 35 | -24 | 11.6 | +5.4 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 0.6 | 60 | -49 | 10.8 | +4.6 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 0.6 | 21 | -10 | 4.3 | -1.9 |
DGRS | WisdomTree US SmallCap Quality Dividend Growth Fund | 0.6 | 38 | -27 | 10.0 | +3.8 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.6 | 75 | -64 | 7.4 | +1.2 |
DGT | SPDR Global Dow ETF | 0.6 | 50 | -39 | 8.5 | +2.3 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.6 | 49 | -38 | 8.0 | +1.8 |
TMFC | Motley Fool 100 Index ETF | 0.6 | 50 | -39 | 5.0 | -1.2 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.6 | 30 | -19 | 10.3 | +4.1 |
IECS | iShares Evolved U.S. Consumer Staples ETF | 0.6 | 18 | -7 | 5.7 | -0.5 |
METV | Roundhill Ball Metaverse ETF | 0.6 | 59 | -48 | 5.0 | -1.3 |
IWY | iShares Russell Top 200 Growth ETF | 0.5 | 20 | -9 | 6.2 | -0.0 |
FFTY | Innovator IBD 50 ETF | 0.5 | 80 | -69 | 12.5 | +6.3 |
TMFS | Motley Fool Small Cap Growth ETF | 0.5 | 85 | -74 | 3.1 | -3.2 |
GBLO | Global Beta Low Beta ETF | 0.5 | 29 | -18 | 8.0 | +1.8 |
TMFX | Motley Fool Next Index ETF | 0.5 | 50 | -39 | 4.0 | -2.2 |
UBCB | UBC Algorithmic Fundamentals ETF | 0.5 | 75 | -64 | 5.0 | -1.2 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 0.5 | 50 | -39 | 3.5 | -2.8 |
FDM | First Trust Dow Jones Select Microcap Index Fund | 0.4 | 60 | -49 | 8.6 | +2.4 |
RWL | Invesco S&P 500 Revenue ETF | 0.4 | 39 | -28 | 7.5 | +1.3 |
HEET | Hartford Schroders ESG US Equity ETF | 0.4 | 39 | -28 | 7.2 | +1.0 |
IETC | iShares Evolved U.S. Technology ETF | 0.4 | 18 | -7 | 5.7 | -0.5 |
KSCD | KFA Small Cap Quality Dividend Index ETF | 0.4 | 51 | -40 | 6.7 | +0.5 |
WLDR | Affinity World Leaders Equity ETF | 0.4 | 67 | -56 | 10.4 | +4.2 |
RZG | Invesco S&P Smallcap 600 Pure Growth ETF | 0.4 | 35 | -24 | 11.0 | +4.8 |
STLG | iShares Factors US Growth Style ETF | 0.4 | 25 | -14 | 8.7 | +2.5 |
IEME | iShares Evolved U.S. Media & Entertainment ETF | 0.4 | 18 | -7 | 6.4 | +0.2 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.4 | 4 | 7 | 5.0 | -1.2 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 0.4 | 38 | -27 | 7.2 | +1.0 |
RPV | Invesco S&P 500 Pure Value ETF | 0.4 | 35 | -24 | 10.2 | +4.0 |
HART | IQ Healthy Hearts ETF | 0.4 | 45 | -34 | 5.5 | -0.7 |
XMHQ | Invesco S&P MidCap Quality ETF | 0.4 | 25 | -14 | 8.9 | +2.7 |
FPX | First Trust US IPO Index Fund | 0.4 | 57 | -46 | 2.8 | -3.5 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 0.4 | 65 | -54 | 3.4 | -2.8 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 0.3 | 13 | -2 | 11.2 | +5.0 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 0.3 | 13 | -2 | 6.2 | +0.0 |
ABEQ | Absolute Core Strategy ETF | 0.3 | 85 | -74 | 4.9 | -1.3 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.3 | 45 | -34 | 4.3 | -1.9 |
CVAR | Cultivar ETF | 0.3 | 87 | -76 | 8.1 | +1.9 |
MSOS | AdvisorShares Pure US Cannabis ETF | 0.3 | 73 | -62 | -3.1 | -9.3 |
TOKE | Cambria Cannabis ETF | 0.3 | 42 | -31 | -14.9 | -21.1 |
MJUS | ETFMG U.S. Alternative Harvest ETF | 0.3 | 75 | -64 | -20.6 | -26.8 |
YOLO | AdvisorShares Pure Cannabis ETF | 0.3 | 76 | -65 | -36.8 | -43.0 |
PSY | Defiance Next Gen Altered Experience ETF | 0.3 | 75 | -64 | -39.4 | -45.6 |
MJ | ETFMG Alternative Harvest ETF | 0.3 | 75 | -64 | -45.3 | -51.5 |
IUS | Invesco Strategic US ETF | 0.3 | 19 | -8 | 7.5 | +1.3 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.3 | 30 | -19 | 10.4 | +4.2 |
PKW | Invesco Buyback Achievers ETF | 0.3 | 64 | -53 | 10.0 | +3.8 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 0.2 | 35 | -24 | 9.8 | +3.6 |
UVDV | UVA Dividend Value ETF | 0.2 | 80 | -69 | 7.3 | +1.1 |
IEDI | iShares Evolved U.S. Discretionary Spending ETF | 0.2 | 18 | -7 | 5.4 | -0.8 |
DWMC | AdvisorShares Dorsey Wright Micro-Cap ETF | 0.2 | 127 | -116 | 5.5 | -0.7 |
NVQ | QRAFT AI-Enhanced US Next Value ETF | 0.2 | 75 | -64 | 12.1 | +5.9 |
SDGA | Impact Shares Sustainable Development Goals Global ETF | 0.2 | 75 | -64 | 7.2 | +1.0 |
QGRO | American Century STOXX U.S. Quality Growth ETF | 0.2 | 29 | -18 | 8.5 | +2.3 |
SENT | AdvisorShares Alpha DNA Equity Sentiment ETF | 0.2 | 108 | -97 | 7.2 | +1.0 |
OEF | iShares S&P 100 ETF | 0.2 | 20 | -9 | 6.2 | +0.0 |
CALF | Pacer US Small Cap Cash Cows 100 ETF | 0.1 | 59 | -48 | 14.1 | +7.9 |
XSVM | Invesco S&P SmallCap Value with Momentum ETF | 0.1 | 39 | -28 | 11.4 | +5.2 |
REM | iShares Mortgage Real Estate ETF | 0.1 | 48 | -37 | 14.5 | +8.3 |
HAP | VanEck Natural Resources ETF | 0.1 | 49 | -38 | 7.6 | +1.4 |
DEEP | Roundhill Acquirers Deep Value ETF | 0.1 | 80 | -69 | 13.6 | +7.4 |
LOPX | Direxion Low Priced Stock ETF | 0.0 | 50 | -39 | -18.3 | -24.5 |
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
2017 | 2018 | 2019 | 2020 | 2021 | 2022E | 2023E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2021 | 2022E | 2023E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
JPMorgan BetaBuilders MSCI U.S. REIT 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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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