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) | $922 |
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 | 129 |
Wgt avg mkt cap (mns) | $28,241 |
Large cap (>$10bn) | 72.3% |
Mid cap ($2-10bn) | 21.5% |
Small cap (<$2bn) | 5.7% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
PROLOGIS INC | 11.1 % |
EQUINIX INC | 6.4 % |
PUBLIC STORAGE | 4.5 % |
REALTY INCOME CORP | 4.0 % |
SIMON PROPERTY GROUP INC | 4.0 % |
WELLTOWER, INC. | 3.3 % |
VICI PROPERTIES INC | 3.2 % |
DIGITAL REALTY TRUST INC | 3.0 % |
ALEXANDRIA REAL ESTATE EQUIT | 2.4 % |
AVALONBAY COMMUNITIES INC | 2.3 % | Total | 44.1 % |
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UNITED STATES | 98.9 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-24.6% | -24.7% | -- | -- | 3.8% |
versus... | Beta | R-squared |
S&P500 | 1.00 | 82% |
MSCI EAFE | 0.97 | 73% |
MSCI Emg. Mkts. | 0.74 | 47% |
Recent close | $88.45 |
30d moving avg. | $84.15 |
Annualized volatility | 23.6% |
Short interest (ETF) | 0.0% |
Short interest (Underlying) | 3.1% |
Relative strength (RSI) | 55 |
Avg. volume (thou.) | 49 |
Turnover | 0.5% |
Bid/Ask (% of price) | 0.08% |
ADV underlying (mns) | $5,481 |
FINDING ALTERNATIVE FUNDS
Below is a list of 534 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™: | 6.6% |
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 | 97.6 | 50 | -39 | 6.3 | -0.3 |
USRT | iShares Core U.S. REIT ETF | 96.7 | 8 | 3 | 6.7 | +0.1 |
RWR | SPDR Dow Jones REIT ETF | 90.0 | 25 | -14 | 6.4 | -0.2 |
DFAR | Dimensional US Real Estate ETF | 81.2 | 19 | -8 | 6.3 | -0.3 |
SCHH | Schwab U.S. REIT ETF | 80.3 | 7 | 4 | 6.4 | -0.2 |
FREL | Fidelity MSCI Real Estate Index ETF | 76.5 | 84 | -73 | 5.6 | -1.0 |
IYR | iShares U.S. Real Estate ETF | 71.6 | 39 | -28 | 6.2 | -0.4 |
REET | iShares Global REIT ETF | 69.5 | 14 | -3 | 6.2 | -0.4 |
RWO | SPDR Dow Jones Global Real Estate ETF | 67.5 | 50 | -39 | 6.0 | -0.7 |
VNQ | Vanguard REIT Index Fund | 66.9 | 12 | -1 | 6.5 | -0.1 |
XLRE | The Real Estate Select Sector SPDR Fund | 65.7 | 10 | 1 | 6.0 | -0.6 |
ICF | iShares Cohen & Steers REIT ETF | 63.3 | 32 | -21 | 5.7 | -0.9 |
PPTY | PPTY-U.S. Diversified Real Estate ETF | 58.7 | 49 | -38 | 6.3 | -0.3 |
AVRE | Avantis Real Estate ETF | 55.9 | 17 | -6 | 6.0 | -0.6 |
JPRE | JPMorgan Realty Income ETF | 53.0 | 50 | -39 | 5.7 | -0.9 |
EWRE | Invesco S&P 500 Equal Weight Real Estate ETF | 52.7 | 40 | -29 | 6.5 | -0.1 |
PSR | Invesco Active U.S. Real Estate Fund | 50.0 | 35 | -24 | 5.8 | -0.8 |
ROOF | IQ US Real Estate Small Cap ETF | 49.4 | 60 | -49 | 4.8 | -1.8 |
FPRO | Fidelity Real Estate Investment ETF | 49.0 | 59 | -48 | 5.4 | -1.2 |
RITA | ETFB Green SRI REITs ETF | 38.9 | 50 | -39 | 4.7 | -1.9 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 38.5 | 45 | -34 | 6.5 | -0.1 |
REZ | iShares Residential Real Estate Capped ETF | 35.5 | 48 | -37 | 5.6 | -1.0 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 33.8 | 69 | -58 | 4.3 | -2.3 |
IVRA | Invesco Real Assets ESG ETF | 33.7 | 59 | -48 | 5.9 | -0.7 |
JRE | Janus Henderson U.S. Real Estate ETF | 33.5 | 65 | -54 | 5.1 | -1.5 |
NURE | Nuveen Short-Term REIT ETF | 29.4 | 35 | -24 | 5.2 | -1.4 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 28.6 | 75 | -64 | 3.0 | -3.6 |
WTRE | WisdomTree New Economy Real Estate Fund | 24.4 | 58 | -47 | 4.3 | -2.3 |
HAUS | Home Appreciation U.S. REIT ETF | 23.7 | 60 | -49 | 5.4 | -1.2 |
INDS | Pacer Benchmark Industrial Real Estate SCTR ETF | 23.4 | 60 | -49 | 4.8 | -1.8 |
HOMZ | Hoya Capital Housing ETF | 21.0 | 30 | -19 | 9.9 | +3.3 |
DTRE | Alerian Disruptive Technology Real Estate ETF | 20.7 | 60 | -49 | 5.4 | -1.2 |
DRW | WisdomTree Global ex-US Real Estate Fund | 20.1 | 58 | -47 | 3.6 | -3.0 |
VRAI | Virtus Real Asset Income ETF | 18.9 | 55 | -44 | 7.2 | +0.5 |
BLDG | Cambria Global Real Estate ETF | 18.6 | 59 | -48 | 8.1 | +1.5 |
RDOG | ALPS REIT Dividend Dogs ETF | 17.5 | 35 | -24 | 10.2 | +3.6 |
RESI | Kelly Residential & Apartment Real Estate ETF | 17.4 | 68 | -57 | 4.8 | -1.8 |
RIET | Hoya Capital High Dividend Yield ETF | 17.1 | 50 | -39 | 10.4 | +3.8 |
NETL | NETLease Corporate Real Estate ETF | 14.8 | 60 | -49 | 7.2 | +0.6 |
BIBL | Inspire ETF | 13.8 | 35 | -24 | 5.4 | -1.2 |
SPYD | SPDR S&P 500 High Dividend ETF | 12.6 | 7 | 4 | 10.8 | +4.2 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 12.6 | 60 | -49 | 7.8 | +1.2 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 11.8 | 30 | -19 | 8.9 | +2.3 |
DFRA | Donoghue Forlines Yield Enhanced Real Asset ETF | 11.8 | 69 | -58 | 7.5 | +0.9 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 11.4 | 49 | -38 | 4.6 | -2.0 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 11.1 | 30 | -19 | 9.3 | +2.7 |
SRVR | Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 10.9 | 60 | -49 | 5.8 | -0.8 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 9.8 | 80 | -69 | 6.6 | -0.0 |
VTWV | Vanguard Russell 2000 Value Index Fund | 9.6 | 15 | -4 | 5.9 | -0.7 |
IWN | iShares Russell 2000 Value ETF | 9.6 | 23 | -12 | 5.8 | -0.8 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 9.5 | 27 | -16 | 8.0 | +1.4 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 9.4 | 18 | -7 | 7.8 | +1.2 |
VPN | Global X Data Center REITs & Digital Infrastructure ETF | 9.4 | 50 | -39 | 6.1 | -0.5 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 9.4 | 15 | -4 | 7.9 | +1.3 |
DON | WisdomTree U.S. MidCap Dividend Fund | 9.2 | 38 | -27 | 8.5 | +1.9 |
VOE | Vanguard Mid-Cap Value Index Fund | 9.2 | 7 | 4 | 8.0 | +1.4 |
IWS | iShares Russell Mid-Cap Value ETF | 9.1 | 23 | -12 | 7.0 | +0.4 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 9.1 | 15 | -4 | 8.0 | +1.4 |
KBWY | Invesco KBW Premium Yield Equity REIT ETF | 8.8 | 35 | -24 | 11.6 | +5.0 |
PY | Principal Shareholder Yield Index ETF | 8.3 | 15 | -4 | 7.7 | +1.1 |
FLDZ | RiverNorth Volition America Patriot ETF | 8.2 | 70 | -59 | 5.6 | -1.0 |
FDVV | Fidelity Core Dividend ETF | 8.1 | 29 | -18 | 7.2 | +0.6 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 8.1 | 6 | 5 | 8.1 | +1.5 |
HOTL | Kelly Hotel & Lodging Sector ETF | 8.0 | 78 | -67 | 2.8 | -3.8 |
VBR | Vanguard Small Cap Value Index Fund | 8.0 | 7 | 4 | 8.2 | +1.6 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 7.8 | 24 | -13 | 8.4 | +1.8 |
CZA | Invesco Zacks Mid-Cap ETF | 7.7 | 69 | -58 | 6.5 | -0.2 |
IMCB | iShares Morningstar Mid-Cap ETF | 7.7 | 4 | 7 | 6.4 | -0.2 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 7.7 | 4 | 7 | 6.4 | -0.2 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 7.6 | 29 | -18 | 7.4 | +0.8 |
ICAP | InfraCap Equity Income Fund ETF | 7.5 | 80 | -69 | 9.2 | +2.6 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 7.4 | 20 | -9 | 10.1 | +3.5 |
SCHM | Schwab U.S. Mid-Cap ETF | 7.4 | 4 | 7 | 6.1 | -0.6 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 7.3 | 6 | 5 | 4.7 | -1.9 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 7.2 | 7 | 4 | 5.7 | -0.9 |
FSMD | Fidelity Small-Mid Factor ETF | 7.2 | 29 | -18 | 8.3 | +1.7 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 7.1 | 20 | -9 | 6.4 | -0.2 |
CVY | Invesco Zacks Multi-Asset Income ETF | 7.1 | 100 | -89 | 10.2 | +3.6 |
VO | Vanguard Mid-Cap Index Fund | 7.1 | 4 | 7 | 6.3 | -0.3 |
BOSS | Global X Founder-Run Companies ETF | 7.0 | 45 | -34 | 2.7 | -3.9 |
EWMC | Invesco S&P MidCap 400 Equal Weight ETF | 6.9 | 40 | -29 | 7.2 | +0.6 |
KVLE | KFA Value Liner Dynamic Core Equity Index ETF | 6.9 | 55 | -44 | 6.9 | +0.3 |
MDY | SPDR S&P Midcap 400 ETF Trust | 6.8 | 22 | -11 | 7.3 | +0.7 |
FCLD | Fidelity Cloud Computing ETF | 6.8 | 39 | -28 | 4.7 | -1.9 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 6.8 | 25 | -14 | 6.4 | -0.2 |
VB | Vanguard Small-Cap ETF | 6.8 | 5 | 6 | 5.6 | -1.0 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 6.7 | 38 | -27 | 9.0 | +2.4 |
BYTE | Roundhill IO Digital Infrastructure ETF | 6.7 | 76 | -65 | 4.5 | -2.1 |
IJH | iShares Core S&P Mid-Cap ETF | 6.7 | 5 | 6 | 7.5 | +0.9 |
SPMD | SPDR Portfolio Mid Cap ETF | 6.7 | 5 | 6 | 7.5 | +0.9 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 6.6 | 25 | -14 | 6.0 | -0.6 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 6.6 | 25 | -14 | 6.7 | +0.1 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 6.6 | 12 | -1 | 7.5 | +0.9 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 6.6 | 15 | -4 | 8.1 | +1.5 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 6.5 | 81 | -70 | 3.6 | -3.0 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 6.5 | 10 | 1 | 7.5 | +0.9 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 6.5 | 18 | -7 | 8.3 | +1.7 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 6.5 | 15 | -4 | 7.5 | +0.9 |
BWEB | Bitwise Web3 ETF | 6.4 | 85 | -74 | 1.7 | -5.0 |
IWR | iShares Russell Midcap ETF | 6.4 | 18 | -7 | 6.1 | -0.5 |
KLCD | KFA Large Cap Quality Dividend Index ETF | 6.3 | 40 | -29 | 7.4 | +0.8 |
PBSM | Invesco PureBeta MSCI USA Small Cap ETF | 6.3 | 6 | 5 | 5.4 | -1.2 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 6.3 | 24 | -13 | 8.6 | +2.0 |
MILN | Global X Millennial Consumer ETF | 6.3 | 50 | -39 | 2.9 | -3.7 |
VALQ | American Century STOXX U.S. Quality Value ETF | 6.2 | 29 | -18 | 10.3 | +3.7 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 6.2 | 10 | 1 | 5.9 | -0.7 |
BEDZ | AdvisorShares Hotel ETF | 6.1 | 99 | -88 | 1.3 | -5.3 |
LYFE | 2nd Vote Life Neutral Plus ETF | 6.1 | 75 | -64 | 8.0 | +1.4 |
YPS | Arrow Reverse Cap 500 ETF | 6.1 | 29 | -18 | 6.4 | -0.2 |
PSCF | Invesco S&P SmallCap Financials ETF | 6.0 | 29 | -18 | 10.5 | +3.9 |
IJR | iShares Core S&P Small Cap ETF | 6.0 | 6 | 5 | 7.7 | +1.1 |
SLY | SPDR S&P 600 Small Cap ETF | 6.0 | 15 | -4 | 7.7 | +1.1 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 6.0 | 10 | 1 | 7.7 | +1.1 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 6.0 | 12 | -1 | 7.3 | +0.7 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 6.0 | 5 | 6 | 7.7 | +1.1 |
SPDV | AAM S&P 500 High Dividend Value ETF | 5.9 | 29 | -18 | 11.3 | +4.7 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 5.9 | 15 | -4 | 7.8 | +1.2 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 5.8 | 10 | 1 | 6.0 | -0.6 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 5.8 | 20 | -9 | 8.0 | +1.4 |
USEQ | Invesco Russell 1000 Enhanced Equal Weight ETF | 5.7 | 29 | -18 | 7.8 | +1.2 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 5.7 | 17 | -6 | 5.3 | -1.3 |
SPLV | Invesco S&P 500 Low Volatility ETF | 5.7 | 25 | -14 | 6.1 | -0.6 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 5.7 | 60 | -49 | 5.7 | -0.9 |
RNMC | Mid Cap US Equity Select ETF | 5.7 | 60 | -49 | 8.6 | +2.0 |
NUSC | Nuveen ESG Small-Cap ETF | 5.6 | 30 | -19 | 5.7 | -0.9 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 5.6 | 20 | -9 | 7.5 | +0.9 |
ISCV | iShares Morningstar Small Cap Value ETF | 5.6 | 6 | 5 | 7.9 | +1.3 |
SFYX | Sofi Next 500 ETF | 5.5 | 0 | 11 | 6.0 | -0.6 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 5.4 | 15 | -4 | 7.7 | +1.1 |
IJS | iShares S&P Small-cap 600 Value ETF | 5.4 | 18 | -7 | 7.7 | +1.1 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 5.4 | 15 | -4 | 7.8 | +1.2 |
IWM | iShares Russell 2000 ETF | 5.4 | 19 | -8 | 3.9 | -2.7 |
JHSC | John Hancock Multifactor Small Cap ETF | 5.4 | 42 | -31 | 6.4 | -0.2 |
VXF | Vanguard Extended Market Index Fund | 5.4 | 6 | 5 | 3.7 | -2.9 |
VTWO | Vanguard Russell 2000 Index Fund | 5.4 | 10 | 1 | 4.0 | -2.6 |
USLB | Invesco Russell 1000 Low Beta Equal Weight ETF | 5.2 | 35 | -24 | 7.8 | +1.2 |
RNSC | Small Cap US Equity Select ETF | 5.2 | 60 | -49 | 8.5 | +1.9 |
SCHA | Schwab U.S. Small-Cap ETF | 5.2 | 4 | 7 | 5.1 | -1.5 |
VBK | Vanguard Small-Cap Growth Index Fund | 5.1 | 7 | 4 | 1.4 | -5.2 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 5.1 | 9 | 2 | 6.5 | -0.1 |
XDAT | Franklin Exponential Data ETF | 5.1 | 50 | -39 | 4.0 | -2.6 |
ISCB | iShares Morningstar Small-Cap ETF | 5.1 | 4 | 7 | 4.7 | -1.9 |
AGNG | Global X Aging Population ETF | 5.1 | 50 | -39 | 4.0 | -2.6 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 5.0 | 4 | 7 | 5.6 | -1.0 |
GK | AdvisorShares Gerber Kawasaki ETF | 5.0 | 81 | -70 | 5.2 | -1.4 |
QDF | FlexShares Quality Dividend Index Fund | 5.0 | 37 | -26 | 8.0 | +1.4 |
KONG | Formidable Fortress ETF | 5.0 | 89 | -78 | 6.1 | -0.6 |
BLES | Inspire Global Hope Large Cap ETF | 5.0 | 49 | -38 | 6.4 | -0.2 |
RSP | Invesco S&P 500 Equal Weight ETF | 4.9 | 20 | -9 | 6.6 | +0.0 |
SIZE | iShares MSCI USA Size Factor ETF | 4.9 | 15 | -4 | 5.9 | -0.7 |
ISMD | Inspire Small/Mid Cap Impact ETF | 4.9 | 48 | -37 | 6.3 | -0.4 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 4.9 | 37 | -26 | 7.7 | +1.1 |
EUSA | iShares MSCI USA Equal Weighted ETF | 4.9 | 9 | 2 | 6.2 | -0.4 |
VOT | Vanguard Mid-Cap Growth Index Fund | 4.8 | 7 | 4 | 4.6 | -2.0 |
HAPY | Harbor Corporate Culture Leaders ETF | 4.8 | 36 | -25 | 2.8 | -3.9 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 4.8 | 25 | -14 | 9.6 | +3.0 |
EWSC | Invesco S&P Smallcap 600 Equal Weight ETF | 4.8 | 40 | -29 | 7.3 | +0.7 |
DEF | Invesco Defensive Equity ETF | 4.8 | 55 | -44 | 6.3 | -0.3 |
QDYN | FlexShares Quality Dividend Dynamic Index Fund | 4.7 | 37 | -26 | 8.8 | +2.2 |
AFMC | First Trust Active Factor Mid Cap ETF | 4.7 | 65 | -54 | 9.0 | +2.4 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 4.7 | 9 | 2 | 4.4 | -2.2 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 4.7 | 6 | 5 | 1.3 | -5.4 |
SMDY | Syntax Stratified MidCap ETF | 4.6 | 35 | -24 | 7.1 | +0.5 |
VEGN | US Vegan Climate ETF | 4.6 | 60 | -49 | 6.0 | -0.6 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 4.6 | 30 | -19 | 6.2 | -0.4 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 4.6 | 39 | -28 | 4.8 | -1.8 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 4.6 | 12 | -1 | 5.8 | -0.8 |
JHMM | John Hancock Multifactor Mid Cap ETF | 4.5 | 41 | -30 | 7.3 | +0.6 |
VICE | AdvisorShares Vice ETF | 4.5 | 99 | -88 | 5.2 | -1.5 |
BJK | VanEck Gaming ETF | 4.5 | 62 | -51 | 1.5 | -5.1 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 4.4 | 69 | -58 | 10.7 | +4.1 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 4.4 | 20 | -9 | 7.2 | +0.6 |
SDY | SPDR S&P Dividend ETF | 4.4 | 35 | -24 | 6.9 | +0.3 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 4.4 | 12 | -1 | 8.2 | +1.6 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 4.4 | 15 | -4 | 8.1 | +1.5 |
DHS | WisdomTree U.S. High Dividend Fund | 4.3 | 38 | -27 | 8.3 | +1.7 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 4.3 | 12 | -1 | 7.0 | +0.4 |
SMMD | iShares Russell 2500 ETF | 4.3 | 15 | -4 | 5.8 | -0.8 |
NUDV | Nuveen ESG Dividend ETF | 4.3 | 25 | -14 | 7.7 | +1.1 |
DTD | WisdomTree U.S.Total Dividend Fund | 4.2 | 28 | -17 | 7.4 | +0.8 |
DEW | WisdomTree Global High Dividend Fund | 4.2 | 58 | -47 | 9.7 | +3.1 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 4.2 | 61 | -50 | 8.4 | +1.8 |
IUSV | iShares Core S&P U.S. Value ETF | 4.1 | 4 | 7 | 7.0 | +0.4 |
PLTL | Principal US Small-Cap Adaptive Multi-Factor ETF | 4.1 | 19 | -8 | 8.2 | +1.6 |
SDG | iShares Sustainable MSCI Global Impact ETF | 4.1 | 49 | -38 | 8.6 | +2.0 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 4.1 | 59 | -48 | 8.1 | +1.5 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 4.0 | 70 | -59 | 11.8 | +5.2 |
VONV | Vanguard Russell 1000 Value Index Fund | 4.0 | 8 | 3 | 7.4 | +0.8 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 4.0 | 82 | -71 | 6.3 | -0.3 |
IWD | iShares Russell 1000 Value ETF | 4.0 | 18 | -7 | 7.3 | +0.7 |
ERTH | Invesco MSCI Sustainable Future ETF | 3.9 | 56 | -45 | 3.4 | -3.2 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 3.9 | 17 | -6 | 7.1 | +0.5 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 3.9 | 15 | -4 | 7.2 | +0.6 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 3.9 | 15 | -4 | 7.1 | +0.5 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 3.9 | 28 | -17 | 7.2 | +0.6 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 3.8 | 38 | -27 | 10.0 | +3.4 |
VOOV | Vanguard S&P 500 Value ETF | 3.8 | 10 | 1 | 6.8 | +0.2 |
SCHV | Schwab U.S. Large-Cap Value ETF | 3.8 | 4 | 7 | 7.5 | +0.9 |
IVE | iShares S&P 500 Value ETF | 3.8 | 18 | -7 | 6.7 | +0.1 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 3.8 | 4 | 7 | 6.9 | +0.3 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 3.8 | 35 | -24 | 6.5 | -0.1 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 3.8 | 15 | -4 | 6.8 | +0.2 |
ECOZ | TrueMark ESG Active Opportunities ETF | 3.7 | 58 | -47 | 5.3 | -1.3 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 3.7 | 10 | 1 | 6.6 | -0.0 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 3.7 | 55 | -44 | 4.4 | -2.2 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 3.7 | 71 | -60 | 12.0 | +5.4 |
SXUS | Janus Henderson International Sustainable Equity ETF | 3.6 | 60 | -49 | 4.2 | -2.4 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 3.6 | 70 | -59 | 5.6 | -1.1 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 3.5 | 30 | -19 | 8.2 | +1.6 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 3.5 | 39 | -28 | 11.3 | +4.7 |
SNPV | Xtrackers S&P ESG Value ETF | 3.5 | 15 | -4 | 7.3 | +0.7 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 3.4 | 50 | -39 | 8.3 | +1.7 |
SRET | Global X SuperDividend REIT ETF | 3.4 | 58 | -47 | 2.3 | -4.3 |
JOET | Virtus Terranova US Quality Momentum ETF | 3.3 | 29 | -18 | 6.8 | +0.2 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 3.3 | 20 | -9 | 7.1 | +0.5 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 3.3 | 15 | -4 | 6.8 | +0.2 |
PZLD | Puzzle Divdend Leaders | 3.3 | 10 | 1 | 6.8 | +0.2 |
GRNR | Global X Green Building ETF | 3.3 | 45 | -34 | 7.9 | +1.3 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 3.3 | 60 | -49 | 5.8 | -0.8 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 3.3 | 60 | -49 | 5.1 | -1.5 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 3.3 | 25 | -14 | 7.5 | +0.9 |
CRUZ | Defiance Hotel Airline and Cruise ETF | 3.2 | 45 | -34 | -4.4 | -11.0 |
FCPI | Fidelity Stocks for Inflation ETF | 3.2 | 29 | -18 | 9.3 | +2.7 |
GDIV | Harbor Dividend Growth Leaders ETF | 3.2 | 50 | -39 | 7.3 | +0.7 |
USXF | iShares ESG Advanced MSCI USA ETF | 3.2 | 10 | 1 | 6.2 | -0.4 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 3.2 | 20 | -9 | 8.0 | +1.4 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 3.1 | 35 | -24 | 9.6 | +3.0 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 3.1 | 59 | -48 | 5.1 | -1.5 |
PSC | Principal U.S. Small Cap Index ETF | 3.1 | 38 | -27 | 8.5 | +1.9 |
REVS | Columbia Research Enhanced Value ETF | 3.1 | 19 | -8 | 9.1 | +2.5 |
DEMZ | Advisors Inner Circle Fund III DEMZ Political Contributions | 3.1 | 45 | -34 | 6.1 | -0.5 |
AIEQ | AI Powered Equity ETF | 3.0 | 75 | -64 | -1.8 | -8.4 |
CLOU | Global X Cloud Computing ETF | 3.0 | 68 | -57 | 1.9 | -4.7 |
ESGV | Vanguard ESG U.S. Stock ETF | 3.0 | 9 | 2 | 6.2 | -0.4 |
IBET | iBET Sports Betting and Gaming ETF | 3.0 | 79 | -68 | 2.2 | -4.4 |
JRNY | ALPS Global Travel Beneficiaries ETF | 3.0 | 65 | -54 | 0.7 | -5.9 |
AFLG | First Trust Active Factor Large Cap ETF | 3.0 | 55 | -44 | 7.4 | +0.8 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 3.0 | 63 | -52 | 3.6 | -3.0 |
JVAL | JPMorgan U.S. Value Factor ETF | 3.0 | 12 | -1 | 9.2 | +2.6 |
FLQS | Franklin LibertyQ U.S. Small Cap Equity ETF | 2.9 | 35 | -24 | 8.0 | +1.4 |
FLRG | Fidelity U.S. Multifactor ETF | 2.9 | 29 | -18 | 8.3 | +1.7 |
SSPY | Syntax Stratified LargeCap ETF | 2.9 | 30 | -19 | 7.1 | +0.5 |
TMFG | Motley Fool Global Opportunities ETF | 2.9 | 85 | -74 | 4.3 | -2.3 |
FMIL | Fidelity New Millennium ETF | 2.9 | 59 | -48 | 6.7 | +0.1 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 2.8 | 70 | -59 | 2.5 | -4.2 |
VTV | Vanguard Value Index Fund | 2.8 | 4 | 7 | 7.7 | +1.1 |
FSST | Fidelity Sustainability U.S. Equity ETF | 2.8 | 59 | -48 | 6.1 | -0.5 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 2.8 | 59 | -48 | 7.4 | +0.8 |
FQAL | Fidelity Quality Factor ETF | 2.8 | 29 | -18 | 7.5 | +0.9 |
EGIS | 2nd Vote Society Defended ETF | 2.8 | 75 | -64 | 7.3 | +0.7 |
SSLY | Syntax Stratified SmallCap ETF | 2.8 | 35 | -24 | 7.3 | +0.7 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 2.8 | 52 | -41 | 7.9 | +1.3 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 2.7 | 27 | -16 | 6.5 | -0.2 |
TECB | iShares US Tech Breakthrough Multisector ETF | 2.7 | 40 | -29 | 5.9 | -0.7 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 2.7 | 60 | -49 | 9.8 | +3.2 |
JAVA | JPMorgan Active Value ETF | 2.7 | 44 | -33 | 6.7 | +0.1 |
CSML | IQ Chaikin U.S. Small Cap ETF | 2.7 | 35 | -24 | 5.7 | -0.9 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 2.7 | 59 | -48 | 9.6 | +3.0 |
LVOL | American Century Low Volatility ETF | 2.6 | 29 | -18 | 5.7 | -0.9 |
MAGA | Point Bridge GOP Stock Tracker ETF | 2.6 | 72 | -61 | 6.3 | -0.3 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 2.6 | 14 | -3 | 6.4 | -0.2 |
LEAD | Siren DIVCON Leaders Dividend ETF | 2.6 | 43 | -32 | 8.0 | +1.4 |
QLV | FlexShares US Quality Low Volatility Index Fund | 2.6 | 22 | -11 | 6.2 | -0.5 |
IVLC | Invesco US Large Cap Core ESG ETF | 2.6 | 48 | -37 | 6.0 | -0.6 |
FIVG | Defiance Next Gen Connectivity ETF | 2.6 | 30 | -19 | 6.8 | +0.2 |
VTI | Vanguard Total Stock Market Index Fund | 2.6 | 3 | 8 | 6.0 | -0.6 |
SCHB | Schwab U.S. Broad Market ETF | 2.6 | 3 | 8 | 6.1 | -0.5 |
VTHR | Vanguard Russell 3000 Index Fund | 2.6 | 10 | 1 | 6.0 | -0.6 |
ILCG | iShares Morningstar Growth ETF | 2.6 | 4 | 7 | 5.1 | -1.5 |
IWV | iShares Russell 3000 ETF | 2.6 | 20 | -9 | 5.9 | -0.7 |
PFI | Invesco DWA Financial Momentum ETF | 2.6 | 60 | -49 | 7.0 | +0.4 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2.6 | 3 | 8 | 6.0 | -0.6 |
RNDV | US Equity Dividend Select ETF | 2.5 | 50 | -39 | 9.1 | +2.5 |
ETHO | Etho Climate Leadership U.S. ETF | 2.5 | 47 | -36 | 4.6 | -2.0 |
SHE | SPDR SSGA Gender Diversity Index ETF | 2.5 | 20 | -9 | 6.5 | -0.1 |
NULV | Nuveen ESG Large-Cap Value ETF | 2.5 | 25 | -14 | 8.1 | +1.5 |
NXTG | First Trust Indxx NextG ETF | 2.5 | 70 | -59 | 6.9 | +0.3 |
OSCV | Opus Small Cap Value Plus ETF | 2.5 | 79 | -68 | 5.9 | -0.7 |
DIVB | iShares Core Dividend | 2.5 | 5 | 6 | 8.1 | +1.5 |
IQSU | IQ Candriam ESG US Equity ETF | 2.5 | 9 | 2 | 6.0 | -0.6 |
IUSS | Invesco Strategic US Small Company ETF | 2.5 | 23 | -12 | 6.5 | -0.2 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 2.5 | 25 | -14 | 6.5 | -0.1 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 2.5 | 15 | -4 | 7.8 | +1.2 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 2.5 | 15 | -4 | 7.8 | +1.2 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 2.5 | 18 | -7 | 7.8 | +1.2 |
HVAL | ALPS Hillman Active Value ETF | 2.4 | 55 | -44 | 7.7 | +1.1 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 2.4 | 15 | -4 | 6.0 | -0.6 |
SCHK | Schwab 1000 Index ETF | 2.4 | 5 | 6 | 6.2 | -0.4 |
IYY | iShares Dow Jones U.S. ETF | 2.4 | 20 | -9 | 6.1 | -0.5 |
FVAL | Fidelity Value Factor ETF | 2.4 | 29 | -18 | 9.8 | +3.2 |
JHML | John Hancock Multifactor Large Cap ETF | 2.4 | 29 | -18 | 6.6 | +0.0 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 2.4 | 12 | -1 | 6.5 | -0.1 |
PRF | Invesco FTSE RAFI US 1000 ETF | 2.4 | 39 | -28 | 7.6 | +1.0 |
IWB | iShares Russell 1000 ETF | 2.4 | 15 | -4 | 6.1 | -0.5 |
VONE | Vanguard Russell 1000 ETF | 2.4 | 8 | 3 | 6.2 | -0.4 |
FDLO | Fidelity Low Volatility Factor ETF | 2.4 | 29 | -18 | 6.1 | -0.5 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 2.4 | 27 | -16 | 5.9 | -0.7 |
RNLC | Large Cap US Equity Select ETF | 2.4 | 60 | -49 | 7.2 | +0.5 |
SPTM | SPDR Portfolio Total Stock Market ETF | 2.4 | 3 | 8 | 6.5 | -0.1 |
USMF | WisdomTree U.S. Multifactor Fund | 2.3 | 28 | -17 | 8.3 | +1.7 |
FVD | First Trust Value Line Dividend Index Fund | 2.3 | 67 | -56 | 6.4 | -0.2 |
SCHX | Schwab U.S. Large-Cap ETF | 2.3 | 3 | 8 | 6.3 | -0.3 |
AFSM | First Trust Active Factor Small Cap ETF | 2.3 | 75 | -64 | 8.5 | +1.9 |
DSI | iShares MSCI KLD 400 Social ETF | 2.3 | 25 | -14 | 6.4 | -0.2 |
ILCB | iShares Morningstar U.S. Equity ETF | 2.3 | 3 | 8 | 6.3 | -0.3 |
EES | WisdomTree SmallCap Earnings Fund | 2.3 | 38 | -27 | 10.2 | +3.6 |
QUAL | iShares MSCI Usa Quality Factor ETF | 2.3 | 15 | -4 | 7.4 | +0.8 |
XVV | iShares ESG Screened S&P 500 ETF | 2.3 | 8 | 3 | 6.4 | -0.2 |
FDMO | Fidelity Momentum Factor ETF | 2.3 | 29 | -18 | 6.0 | -0.6 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 2.3 | 64 | -53 | 7.5 | +0.9 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 2.3 | 11 | 0 | 6.2 | -0.4 |
XMMO | Invesco S&P MidCap Momentum ETF | 2.2 | 33 | -22 | 7.2 | +0.6 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 2.2 | 60 | -49 | 8.3 | +1.7 |
VNSE | Natixis Vaughan Nelson Select ETF | 2.2 | 80 | -69 | 4.0 | -2.7 |
GSPY | Gotham Enhanced 500 ETF | 2.2 | 50 | -39 | 7.0 | +0.4 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 2.2 | 17 | -6 | 8.0 | +1.4 |
FDRR | Fidelity Dividend ETF for Rising Rates | 2.2 | 29 | -18 | 8.0 | +1.4 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 2.2 | 30 | -19 | 9.0 | +2.4 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 2.2 | 75 | -64 | 1.7 | -4.9 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 2.1 | 15 | -4 | 8.1 | +1.5 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 2.1 | 27 | -16 | 6.3 | -0.3 |
PBUS | Invesco PureBeta MSCI USA ETF | 2.1 | 4 | 7 | 6.3 | -0.3 |
CHGX | Change Finance U.S. Large Cap Fossil Fuel Free ETF | 2.1 | 49 | -38 | 6.7 | +0.1 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 2.1 | 20 | -9 | 19.2 | +12.6 |
JEPI | JPMorgan Equity Premium Income ETF | 2.1 | 35 | -24 | 5.9 | -0.7 |
AUSF | Global X Adaptive U.S. Factor ETF | 2.1 | 27 | -16 | 6.8 | +0.2 |
SNPE | Xtrackers S&P 500 ESG ETF | 2.1 | 10 | 1 | 6.5 | -0.1 |
ILCV | iShares Morningstar Value ETF | 2.1 | 4 | 7 | 7.6 | +1.0 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 2.1 | 2 | 9 | 6.3 | -0.3 |
BUYZ | Franklin Disruptive Commerce ETF | 2.0 | 50 | -39 | 2.6 | -4.0 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 2.0 | 65 | -54 | 5.2 | -1.4 |
PLRG | Principal US Large-Cap Adaptive Multi-Factor ETF | 2.0 | 15 | -4 | 6.5 | -0.1 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 2.0 | 12 | -1 | 6.5 | -0.2 |
IVV | iShares Core S&P 500 ETF | 2.0 | 3 | 8 | 6.4 | -0.2 |
VOO | VANGUARD S&P 500 ETF | 2.0 | 3 | 8 | 6.4 | -0.2 |
SPY | SPDR S&P 500 ETF Trust | 2.0 | 9 | 2 | 6.4 | -0.2 |
YALL | God Bless America ETF | 2.0 | 65 | -54 | 4.5 | -2.1 |
VV | Vanguard Large-Cap Index Fund | 2.0 | 4 | 7 | 6.3 | -0.3 |
SPLG | SPDR Portfolio S&P 500 ETF | 2.0 | 3 | 8 | 6.4 | -0.2 |
RESP | WisdomTree US ESG Fund of Benef Interest | 2.0 | 28 | -17 | 7.5 | +0.9 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 2.0 | 29 | -18 | 7.7 | +1.1 |
ESGU | iShares MSCI USA ESG Optimized ETF | 2.0 | 15 | -4 | 6.3 | -0.4 |
SUSA | iShares MSCI USA ESG Select ETF | 2.0 | 25 | -14 | 6.0 | -0.6 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 1.9 | 11 | 0 | 6.6 | -0.0 |
RECS | Columbia Research Enhanced Core ETF | 1.9 | 15 | -4 | 7.3 | +0.7 |
FDWM | Fidelity Women's Leadership ETF | 1.9 | 59 | -48 | 6.1 | -0.5 |
DEIF | Sterling Capital Diverse Multi-Manager Active ETF | 1.9 | 65 | -54 | 7.2 | +0.5 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 1.9 | 20 | -9 | 8.4 | +1.8 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 1.9 | 7 | 4 | 6.3 | -0.3 |
STRV | Strive 500 ETF | 1.9 | 5 | 6 | 6.3 | -0.4 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 1.9 | 20 | -9 | 6.1 | -0.5 |
VOTE | Engine No. 1 Transform 500 ETF | 1.9 | 5 | 6 | 6.3 | -0.3 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 1.9 | 29 | -18 | 6.1 | -0.5 |
JUSA | JPMorgan ActiveBuilders U.S. Large Cap Equity ETF | 1.9 | 17 | -6 | 6.7 | +0.1 |
UBCB | UBC Algorithmic Fundamentals ETF | 1.9 | 75 | -64 | 5.6 | -1.0 |
QLC | FlexShares US Quality Large Cap Index Fund | 1.9 | 25 | -14 | 7.2 | +0.6 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 1.8 | 25 | -14 | 7.6 | +1.0 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 1.8 | 12 | -1 | 6.3 | -0.3 |
IUSA | Amberwave Invest USA JSG Fund | 1.8 | 67 | -56 | 6.8 | +0.2 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 1.8 | 52 | -41 | 6.2 | -0.4 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 1.8 | 59 | -48 | 4.2 | -2.4 |
CGUS | Capital Group Core Equity ETF | 1.8 | 33 | -22 | 6.3 | -0.3 |
DIV | Global X SuperDividend US ETF | 1.8 | 45 | -34 | 6.7 | +0.1 |
VLU | SPDR S&P 1500 Value Tilt ETF | 1.8 | 12 | -1 | 8.2 | +1.6 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 1.8 | 9 | 2 | 7.0 | +0.4 |
JQUA | JPMorgan U.S. Quality Factor ETF | 1.8 | 12 | -1 | 6.9 | +0.3 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 1.7 | 49 | -38 | 5.9 | -0.7 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 1.7 | 47 | -36 | 6.2 | -0.4 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 1.7 | 41 | -30 | 6.4 | -0.2 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 1.7 | 55 | -44 | 6.5 | -0.1 |
FLLV | Franklin Liberty U.S. Low Volatility ETF | 1.7 | 29 | -18 | 6.4 | -0.3 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 1.6 | 59 | -48 | 6.4 | -0.2 |
SFY | SoFi Select 500 ETF | 1.6 | 0 | 11 | 6.4 | -0.2 |
ADME | Aptus Drawdown Managed Equity ETF | 1.6 | 79 | -68 | 5.6 | -1.0 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 1.6 | 8 | 3 | 7.2 | +0.6 |
GLRY | Inspire Faithward Mid Cap Momentum ESG ETF | 1.6 | 80 | -69 | 7.5 | +0.9 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 1.6 | 65 | -54 | 5.4 | -1.2 |
ISHP | First Trust S-Network E-Commerce ETF | 1.6 | 60 | -49 | 5.5 | -1.1 |
TTAC | TrimTabs US Free Cash Flow Quality ETF | 1.6 | 59 | -48 | 7.3 | +0.7 |
UPWD | JPMorgan Social Advancement ETF | 1.6 | 49 | -38 | 6.5 | -0.1 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 1.6 | 20 | -9 | 5.7 | -0.9 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 1.5 | 70 | -59 | 1.9 | -4.7 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.5 | 9 | 2 | 6.6 | +0.0 |
TOK | iShares MSCI Kokusai ETF | 1.5 | 25 | -14 | 6.5 | -0.2 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.5 | 9 | 2 | 6.3 | -0.3 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 1.5 | 75 | -64 | 6.7 | +0.1 |
ACWF | iShares MSCI Global Multifactor ETF | 1.5 | 35 | -24 | 9.4 | +2.8 |
PFM | Invesco Dividend Achievers ETF | 1.5 | 53 | -42 | 6.4 | -0.2 |
SUSL | iShares ESG MSCI USA Leaders ETF | 1.5 | 10 | 1 | 6.4 | -0.3 |
VT | Vanguard Total World Stock ETF | 1.5 | 7 | 4 | 6.7 | +0.1 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 1.5 | 10 | 1 | 6.3 | -0.3 |
SAMT | Strategas Macro Thematic Opportunities ETF | 1.5 | 65 | -54 | 3.9 | -2.7 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 1.5 | 49 | -38 | 6.4 | -0.2 |
DFND | Siren DIVCON Dividend Defender ETF | 1.4 | 150 | -139 | 7.0 | +0.4 |
ACVF | American Conservative Values ETF | 1.4 | 75 | -64 | 5.5 | -1.1 |
CACG | ClearBridge All Cap Growth ETF | 1.4 | 53 | -42 | 4.7 | -1.9 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 1.4 | 25 | -14 | 7.7 | +1.1 |
URTH | iShares MSCI World ETF | 1.4 | 24 | -13 | 6.6 | -0.1 |
EPS | WisdomTree U.S. Earnings 500 Fund | 1.4 | 8 | 3 | 7.7 | +1.1 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 1.4 | 32 | -21 | 6.2 | -0.4 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 1.4 | 39 | -28 | 8.8 | +2.2 |
SIXA | 6 Meridian Mega Cap Equity ETF | 1.4 | 82 | -71 | 8.1 | +1.5 |
GURU | Global X Guru Index ETF | 1.4 | 75 | -64 | 3.8 | -2.8 |
IWX | iShares Russell Top 200 Value ETF | 1.4 | 20 | -9 | 7.4 | +0.8 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 1.3 | 39 | -28 | 9.1 | +2.5 |
GENY | Principal Millennials Index ETF | 1.3 | 45 | -34 | 4.4 | -2.3 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 1.3 | 75 | -64 | 7.0 | +0.4 |
KSCD | KFA Small Cap Quality Dividend Index ETF | 1.3 | 51 | -40 | 6.6 | +0.0 |
SDIV | Global X SuperDividend ETF | 1.2 | 58 | -47 | 6.6 | +0.0 |
QDIV | Global X S&P 500 Quality Dividend ETF | 1.2 | 20 | -9 | 9.0 | +2.4 |
FLV | American Century Focused Large Cap Value ETF | 1.2 | 42 | -31 | 7.3 | +0.7 |
ACWI | iShares MSCI ACWI ETF | 1.2 | 32 | -21 | 6.6 | +0.0 |
IWO | iShares Russell 2000 Growth ETF | 1.2 | 23 | -12 | 1.9 | -4.7 |
STLV | iShares Factors US Value Style ETF | 1.2 | 25 | -14 | 9.7 | +3.1 |
USMV | iShares Edge MSCI Min Vol USA ETF | 1.2 | 15 | -4 | 6.3 | -0.3 |
IWP | iShares Russell Mid-Cap Growth ETF | 1.2 | 23 | -12 | 4.7 | -1.9 |
ROUS | Hartford Multifactor US Equity ETF | 1.2 | 19 | -8 | 8.1 | +1.5 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 1.2 | 15 | -4 | 2.0 | -4.6 |
VUG | Vanguard Growth Index Fund | 1.2 | 4 | 7 | 5.4 | -1.2 |
KRMA | Global X Conscious Companies ETF | 1.2 | 43 | -32 | 6.5 | -0.1 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 1.2 | 18 | -7 | 6.4 | -0.2 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 1.2 | 39 | -28 | 9.4 | +2.8 |
RAFE | PIMCO RAFI ESG U.S. ETF | 1.2 | 29 | -18 | 8.8 | +2.2 |
WLDR | Affinity World Leaders Equity ETF | 1.1 | 67 | -56 | 9.2 | +2.6 |
WKLY | SoFi Weekly Dividend ETF | 1.1 | 49 | -38 | 8.4 | +1.8 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 1.1 | 29 | -18 | 5.7 | -0.9 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 1.1 | 38 | -27 | 7.0 | +0.4 |
QUS | SPDR MSCI USA StrategicFactors ETF | 1.1 | 15 | -4 | 6.9 | +0.3 |
ROSC | Hartford Multifactor Small Cap ETF | 1.1 | 34 | -23 | 10.9 | +4.3 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 1.1 | 25 | -14 | 6.4 | -0.2 |
NTZG | Nuveen Global Net Zero Transition ETF | 1.1 | 55 | -44 | 5.6 | -1.0 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 1.1 | 30 | -19 | 11.0 | +4.4 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 1.0 | 25 | -14 | 7.3 | +0.7 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.0 | 20 | -9 | 6.8 | +0.2 |
DTEC | ALPS Disruptive Technologies ETF | 1.0 | 50 | -39 | 4.1 | -2.5 |
VDNI | V-Shares US Leadership Diversity ETF | 1.0 | 29 | -18 | 6.8 | +0.2 |
HLAL | Wahed FTSE USA Shariah ETF | 1.0 | 50 | -39 | 6.0 | -0.6 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 1.0 | 28 | -17 | 7.3 | +0.7 |
PEXL | Pacer US Export Leaders ETF | 1.0 | 60 | -49 | 6.6 | -0.1 |
MGV | Vanguard Mega Cap Value ETF | 1.0 | 7 | 4 | 7.7 | +1.1 |
IWL | iShares Russell Top 200 ETF | 0.9 | 15 | -4 | 6.2 | -0.4 |
VLUE | iShares MSCI USA Value Factor ETF | 0.9 | 15 | -4 | 12.5 | +5.9 |
IWC | iShares Micro-Cap ETF | 0.9 | 60 | -49 | -5.5 | -12.1 |
MGC | Vanguard Mega Cap Index Fund | 0.9 | 7 | 4 | 6.3 | -0.4 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.9 | 49 | -38 | 7.7 | +1.1 |
MVPS | Amplify Thematic All-Stars ETF | 0.8 | 49 | -38 | 2.4 | -4.2 |
SPMO | Invesco S&P 500 Momentum ETF | 0.8 | 13 | -2 | 6.4 | -0.2 |
MBOX | Freedom Day Dividend ETF | 0.8 | 39 | -28 | 8.5 | +1.9 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 0.8 | 41 | -30 | 6.5 | -0.1 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 0.8 | 0 | 11 | 6.3 | -0.3 |
EQUL | IQ Engender Equality ETF | 0.8 | 45 | -34 | 7.3 | +0.7 |
MGK | Vanguard Mega Cap Growth ETF | 0.8 | 7 | 4 | 5.6 | -1.0 |
HLGE | Hartford Longevity Economy ETF | 0.8 | 44 | -33 | 8.2 | +1.6 |
SVAL | iShares US Small Cap Value Factor ETF | 0.8 | 20 | -9 | 10.8 | +4.2 |
TMDV | ProShares Russell US Dividend Growers ETF | 0.8 | 36 | -25 | 6.2 | -0.4 |
IETC | iShares Evolved U.S. Technology ETF | 0.8 | 18 | -7 | 5.8 | -0.8 |
HKND | Humankind US Stock ETF | 0.7 | 11 | 0 | 7.8 | +1.2 |
BFTR | Future Innovators ETF | 0.7 | 80 | -69 | 1.9 | -4.7 |
OALC | OneAscent Large Cap Core ETF | 0.7 | 76 | -65 | 6.5 | -0.1 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 0.7 | 39 | -28 | 7.5 | +0.9 |
DGT | SPDR Global Dow ETF | 0.7 | 50 | -39 | 7.4 | +0.8 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.7 | 25 | -14 | 7.3 | +0.7 |
CGDV | Capital Group Dividend Value ETF | 0.7 | 33 | -22 | 6.6 | +0.0 |
IWF | iShares Russell 1000 Growth ETF | 0.7 | 18 | -7 | 5.8 | -0.9 |
VONG | Vanguard Russell 1000 Growth Index Fund | 0.7 | 8 | 3 | 5.9 | -0.8 |
SPHQ | Invesco S&P 500 Quality ETF | 0.7 | 15 | -4 | 6.1 | -0.6 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 0.6 | 21 | -10 | 4.5 | -2.1 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 0.6 | 42 | -31 | 6.6 | -0.0 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 0.6 | 10 | 1 | 6.3 | -0.3 |
CVAR | Cultivar ETF | 0.6 | 87 | -76 | 8.1 | +1.5 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 0.6 | 91 | -80 | 11.2 | +4.6 |
TMFS | Motley Fool Small Cap Growth ETF | 0.6 | 85 | -74 | 3.1 | -3.5 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 0.6 | 35 | -24 | 8.7 | +2.1 |
CSD | Invesco S&P Spin-Off ETF | 0.6 | 65 | -54 | 8.2 | +1.6 |
IUSG | iShares Core S&P US Growth ETF | 0.6 | 4 | 7 | 6.4 | -0.2 |
IWY | iShares Russell Top 200 Growth ETF | 0.6 | 20 | -9 | 6.0 | -0.6 |
TMFC | Motley Fool 100 Index ETF | 0.6 | 50 | -39 | 5.2 | -1.4 |
USVT | US Value ETF | 0.6 | 49 | -38 | 11.2 | +4.6 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.6 | 30 | -19 | 10.1 | +3.5 |
WDIV | SPDR Global Dividend ETF | 0.6 | 40 | -29 | 9.4 | +2.8 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.6 | 30 | -19 | 7.0 | +0.4 |
WTV | WisdomTree US Value Fund | 0.5 | 12 | -1 | 9.0 | +2.4 |
XMHQ | Invesco S&P MidCap Quality ETF | 0.5 | 25 | -14 | 8.3 | +1.7 |
HEET | Hartford Schroders ESG US Equity ETF | 0.5 | 39 | -28 | 7.4 | +0.8 |
TMFX | Motley Fool Next Index ETF | 0.5 | 50 | -39 | 3.7 | -2.9 |
GLIF | AGFiQ Global Infrastructure ETF | 0.5 | 45 | -34 | 5.3 | -1.3 |
HELX | Franklin Genomic Advancements ETF | 0.5 | 50 | -39 | 0.9 | -5.7 |
HART | IQ Healthy Hearts ETF | 0.5 | 45 | -34 | 5.9 | -0.7 |
NULC | Nuveen ESG Large-Cap ETF | 0.5 | 20 | -9 | 6.2 | -0.4 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 0.5 | 50 | -39 | 2.7 | -3.9 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.5 | 30 | -19 | 8.9 | +2.3 |
RWL | Invesco S&P 500 Revenue ETF | 0.5 | 39 | -28 | 7.3 | +0.7 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.5 | 40 | -29 | 4.8 | -1.8 |
XT | iShares Exponential Technologies ETF | 0.5 | 46 | -35 | 4.1 | -2.5 |
PDP | Invesco DWA Momentum ETF | 0.4 | 62 | -51 | 5.1 | -1.5 |
XSMO | Invesco S&P SmallCap Momentum ETF | 0.4 | 39 | -28 | 7.2 | +0.6 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 0.4 | 15 | -4 | 6.1 | -0.5 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.4 | 4 | 7 | 6.4 | -0.2 |
VOOG | Vanguard S&P 500 Growth ETF | 0.4 | 10 | 1 | 6.4 | -0.2 |
IVW | iShares S&P 500 Growth ETF | 0.4 | 18 | -7 | 6.3 | -0.3 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.4 | 19 | -8 | 7.3 | +0.7 |
FPX | First Trust US IPO Index Fund | 0.4 | 57 | -46 | 1.8 | -4.8 |
VUSE | Vident Core US Equity Fund | 0.4 | 50 | -39 | 10.4 | +3.8 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 0.4 | 65 | -54 | 3.0 | -3.6 |
DGRS | WisdomTree US SmallCap Quality Dividend Growth Fund | 0.4 | 38 | -27 | 9.3 | +2.7 |
SIXS | 6 Meridian Small Cap Equity ETF | 0.3 | 100 | -89 | 10.4 | +3.8 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.3 | 45 | -34 | 4.9 | -1.7 |
IEDI | iShares Evolved U.S. Discretionary Spending ETF | 0.3 | 18 | -7 | 5.1 | -1.5 |
XMVM | Invesco S&P MidCap Value with Momentum ETF | 0.3 | 39 | -28 | 11.4 | +4.8 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 0.3 | 13 | -2 | 6.8 | +0.2 |
XSVM | Invesco S&P SmallCap Value with Momentum ETF | 0.3 | 39 | -28 | 11.5 | +4.9 |
MSOS | AdvisorShares Pure US Cannabis ETF | 0.2 | 73 | -62 | -4.8 | -11.4 |
TOKE | Cambria Cannabis ETF | 0.2 | 42 | -31 | -11.5 | -18.1 |
MJ | ETFMG Alternative Harvest ETF | 0.2 | 75 | -64 | -15.9 | -22.5 |
MJUS | ETFMG U.S. Alternative Harvest ETF | 0.2 | 75 | -64 | -29.0 | -35.6 |
YOLO | AdvisorShares Pure Cannabis ETF | 0.2 | 76 | -65 | -32.3 | -38.9 |
CNBS | Amplify Seymour Cannabis ETF | 0.2 | 75 | -64 | -32.7 | -39.3 |
POTX | Global X Cannabis ETF | 0.2 | 50 | -39 | -43.5 | -50.1 |
IUS | Invesco Strategic US ETF | 0.2 | 19 | -8 | 7.7 | +1.1 |
SDGA | Impact Shares Sustainable Development Goals Global ETF | 0.2 | 75 | -64 | 7.4 | +0.8 |
OEF | iShares S&P 100 ETF | 0.2 | 20 | -9 | 6.3 | -0.4 |
DWAS | Invesco DWA SmallCap Momentum ETF | 0.2 | 60 | -49 | -0.0 | -6.6 |
PKW | Invesco Buyback Achievers ETF | 0.2 | 64 | -53 | 8.5 | +1.9 |
UVDV | UVA Dividend Value ETF | 0.1 | 80 | -69 | 7.6 | +1.0 |
XSHQ | Invesco S&P SmallCap Quality ETF | 0.1 | 29 | -18 | 9.9 | +3.3 |
HDIV | QRAFT AI-Enhanced U.S. High Dividend ETF | 0.1 | 75 | -64 | 7.8 | +1.2 |
CIRC | JPMorgan Sustainable Consumption ETF | 0.1 | 49 | -38 | 4.8 | -1.8 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.1 | 20 | -9 | 7.0 | +0.4 |
DWMC | AdvisorShares Dorsey Wright Micro-Cap ETF | 0.1 | 127 | -116 | 2.0 | -4.7 |
MTUM | iShares MSCI USA Momentum Factor ETF | 0.1 | 15 | -4 | 6.5 | -0.1 |
QGRO | American Century STOXX U.S. Quality Growth ETF | 0.1 | 29 | -18 | 6.2 | -0.4 |
FDM | First Trust Dow Jones Select Microcap Index Fund | 0.1 | 60 | -49 | 5.4 | -1.2 |
SQEW | LeaderShares Equity Skew ETF | 0.1 | 75 | -64 | 5.4 | -1.2 |
HAP | VanEck Natural Resources ETF | 0.0 | 49 | -38 | 7.6 | +1.0 |
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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