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) | $892 |
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 | 119 |
Wgt avg mkt cap (mns) | $37,305 |
Large cap (>$10bn) | 76.8% |
Mid cap ($2-10bn) | 18.6% |
Small cap (<$2bn) | 4.6% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
PROLOGIS INC | 8.7 % |
WELLTOWER, INC. | 6.5 % |
EQUINIX INC | 6.4 % |
REALTY INCOME CORP | 4.2 % |
PUBLIC STORAGE | 4.2 % |
SIMON PROPERTY GROUP INC | 4.1 % |
DIGITAL REALTY TRUST INC | 4.0 % |
EXTRA SPACE STORAGE INC | 3.0 % |
VICI PROPERTIES INC | 2.9 % |
AVALONBAY COMMUNITIES INC | 2.8 % | Total | 46.9 % |
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UNITED STATES | 98.7 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-1.6% | 5.8% | 7.9% | -- | 5.6% |
versus... | Beta | R-squared |
S&P500 | 1.06 | 73% |
MSCI EAFE | 0.98 | 65% |
MSCI Emg. Mkts. | 0.74 | 40% |
Recent close | $92.94 |
30d moving avg. | $93.01 |
Annualized volatility | 19.9% |
Short interest (ETF) | 0.0% |
Short interest (Underlying) | 3.1% |
Relative strength (RSI) | 48 |
Avg. volume (thou.) | 18 |
Turnover | 0.2% |
Bid/Ask (% of price) | 0.07% |
ADV underlying (mns) | $4,930 |
FINDING ALTERNATIVE FUNDS
Below is a list of 550 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™: | 8.0% |
Ticker | Fund Name |
Overlap1 vs BBRE (%) |
Expense ratio (bp) |
Savings vs BBRE (bp) |
ALTAR Score™ (%) |
ALTAR vs BBRE (%) |
USRT | iShares Core U.S. REIT ETF | 92.0 | 8 | 3 | 7.8 | -0.1 |
FRI | First Trust S&P REIT Index Fund | 91.8 | 50 | -39 | 7.5 | -0.5 |
RWR | SPDR Dow Jones REIT ETF | 86.4 | 25 | -14 | 7.6 | -0.3 |
DFAR | Dimensional US Real Estate ETF | 83.1 | 19 | -8 | 8.0 | +0.0 |
SCHH | Schwab U.S. REIT ETF | 80.3 | 7 | 4 | 8.1 | +0.1 |
FREL | Fidelity MSCI Real Estate Index ETF | 77.1 | 8 | 3 | 7.6 | -0.3 |
VNQ | Vanguard Real Estate ETF | 75.0 | 13 | -2 | 7.5 | -0.5 |
IYR | iShares U.S. Real Estate ETF | 71.7 | 40 | -29 | 7.4 | -0.6 |
REET | iShares Global REIT ETF | 69.6 | 14 | -3 | 7.6 | -0.4 |
ICF | iShares Cohen & Steers REIT ETF | 68.9 | 33 | -22 | 7.8 | -0.2 |
XLRE | Real Estate Select Sector SPDR Fund | 68.2 | 8 | 3 | 7.5 | -0.4 |
RWO | SPDR Dow Jones Global Real Estate ETF | 68.1 | 50 | -39 | 7.1 | -0.9 |
AVRE | Avantis Real Estate ETF | 62.2 | 17 | -6 | 7.1 | -0.8 |
DFGR | Dimensional Global Real Estate ETF | 61.8 | 22 | -11 | 7.5 | -0.5 |
ERET | iShares Environmentally Aware Real Estate ETF | 60.3 | 30 | -19 | 7.4 | -0.5 |
PPTY | US Diversified Real Estate ETF | 58.9 | 53 | -42 | 7.9 | -0.1 |
VGSR | Vert Global Sustainable Real Estate ETF | 55.7 | 47 | -36 | 7.3 | -0.6 |
RSPR | Invesco S&P 500 Equal Weight Real Estate ETF | 53.9 | 40 | -29 | 7.7 | -0.2 |
FPRO | Fidelity Real Estate Investment ETF | 52.1 | 59 | -48 | 6.5 | -1.5 |
PSR | Invesco Active U.S. Real Estate Fund | 50.7 | 35 | -24 | 7.9 | -0.1 |
JPRE | JPMorgan Realty Income ETF | 47.4 | 50 | -39 | 7.6 | -0.4 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 45.8 | 45 | -34 | 7.8 | -0.2 |
JRE | Janus Henderson U.S. Real Estate ETF | 42.5 | 65 | -54 | 7.7 | -0.3 |
REZ | iShares Residential and Multisector Real Estate ETF | 40.9 | 48 | -37 | 6.5 | -1.5 |
RITA | ETFB Green SRI REITs ETF | 39.4 | 50 | -39 | 6.5 | -1.5 |
IRET | iREIT - MarketVector Quality REIT Index ETF | 37.8 | 60 | -49 | 7.6 | -0.4 |
IVRA | Invesco Real Assets ESG ETF | 35.8 | 59 | -48 | 6.2 | -1.8 |
REAI | Intelligent Real Estate ETF | 34.1 | 59 | -48 | 14.7 | +6.7 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 33.7 | 55 | -44 | 6.0 | -2.0 |
BYRE | Principal Real Estate Active Opportunities ETF | 32.4 | 65 | -54 | 6.4 | -1.6 |
HAUS | Residential REIT ETF | 30.2 | 60 | -49 | 5.3 | -2.6 |
NURE | Nuveen Short-Term REIT ETF | 29.7 | 35 | -24 | 7.9 | -0.1 |
IQRA | IQ CBRE Real Assets ETF | 26.2 | 65 | -54 | 5.8 | -2.2 |
INDS | Pacer Industrial Real Estate ETF | 22.0 | 55 | -44 | 6.7 | -1.3 |
DESK | VanEck Office and Commercial REIT ETF | 21.9 | 50 | -39 | 12.9 | +5.0 |
BLDG | Cambria Global Real Estate ETF | 21.7 | 60 | -49 | 12.0 | +4.1 |
DTRE | First Trust Alerian Disruptive Technology Real Estate ETF | 21.2 | 60 | -49 | 5.9 | -2.1 |
HOMZ | Hoya Capital Housing ETF | 21.0 | 30 | -19 | 8.8 | +0.8 |
SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 20.4 | 7 | 4 | 10.0 | +2.0 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 18.4 | 49 | -38 | 6.1 | -1.9 |
VRAI | Virtus Real Asset Income ETF | 17.9 | 55 | -44 | 10.5 | +2.6 |
ABLD | Abacus FCF Real Assets Leaders ETF | 17.3 | 69 | -58 | 7.0 | -1.0 |
RDOG | ALPS REIT Dividend Dogs ETF | 17.2 | 35 | -24 | 9.4 | +1.4 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 14.5 | 30 | -19 | 8.9 | +0.9 |
NETL | NETLease Corporate Real Estate ETF | 13.9 | 60 | -49 | 8.2 | +0.2 |
BIBL | Inspire 100 ETF | 13.7 | 35 | -24 | 5.2 | -2.8 |
LVHD | Franklin U.S. Low Volatility High Dividend Index ETF | 13.7 | 27 | -16 | 7.0 | -1.0 |
RIET | Hoya Capital High Dividend Yield ETF | 13.4 | 50 | -39 | 44.6 | +36.6 |
SRVR | Pacer Data & Infrastructure Real Estate ETF | 12.7 | 55 | -44 | 3.7 | -4.3 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 12.6 | 25 | -14 | 7.6 | -0.4 |
CZA | Invesco Zacks Mid-Cap ETF | 11.8 | 72 | -61 | 6.5 | -1.5 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 11.2 | 25 | -14 | 5.3 | -2.6 |
SPLV | Invesco S&P 500 Low Volatility ETF | 11.1 | 25 | -14 | 5.3 | -2.7 |
DTCR | Global X Data Center & Digital Infrastructure ETF | 10.4 | 50 | -39 | 4.4 | -3.6 |
IDGT | iShares U.S. Digital Infrastructure and Real Estate ETF | 10.4 | 41 | -30 | 5.5 | -2.5 |
LGLV | SPDR SSGA US Large Cap Low Volatility Index ETF | 10.0 | 12 | -1 | 5.7 | -2.3 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 9.8 | 80 | -69 | 8.1 | +0.2 |
DEW | WisdomTree Global High Dividend Fund | 9.7 | 58 | -47 | 8.7 | +0.7 |
DIVG | Invesco S&P 500 High Dividend Growers ETF | 9.6 | 39 | -28 | 8.5 | +0.5 |
DON | WisdomTree U.S. MidCap Dividend Fund | 9.3 | 38 | -27 | 8.9 | +0.9 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 9.2 | 24 | -13 | 8.2 | +0.2 |
ULVM | VictoryShares US Value Momentum ETF | 9.2 | 20 | -9 | 7.4 | -0.6 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 9.0 | 20 | -9 | 9.6 | +1.6 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 8.8 | 29 | -18 | 8.7 | +0.7 |
PSCF | Invesco S&P SmallCap Financials ETF | 8.4 | 29 | -18 | 9.5 | +1.5 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 8.4 | 60 | -49 | 7.0 | -1.0 |
SRET | Global X SuperDividend REIT ETF | 8.3 | 59 | -48 | 12.1 | +4.1 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 8.1 | 18 | -7 | 8.9 | +0.9 |
FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | 8.1 | 60 | -49 | 9.0 | +1.1 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 8.0 | 18 | -7 | 7.8 | -0.2 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 8.0 | 15 | -4 | 8.9 | +0.9 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 8.0 | 31 | -20 | 7.1 | -0.9 |
IWN | iShares Russell 2000 Value ETF | 7.9 | 24 | -13 | 7.8 | -0.2 |
VTWV | Vanguard Russell 2000 Value ETF | 7.9 | 10 | 1 | 7.9 | -0.1 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 7.8 | 10 | 1 | 8.9 | +1.0 |
FDVV | Fidelity High Dividend ETF | 7.6 | 15 | -4 | 7.8 | -0.2 |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | 7.6 | 15 | -4 | 6.1 | -1.9 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 7.4 | 15 | -4 | 8.1 | +0.1 |
IWS | iShares Russell Mid-Cap Value ETF | 7.2 | 23 | -12 | 6.8 | -1.2 |
ICAP | InfraCap Equity Income Fund ETF | 7.1 | 171 | -160 | 6.8 | -1.2 |
FLDZ | RiverNorth Patriot ETF | 7.0 | 75 | -64 | 6.1 | -1.9 |
FCLD | Fidelity Cloud Computing ETF | 6.9 | 39 | -28 | 3.1 | -4.9 |
PY | Principal Value ETF | 6.9 | 15 | -4 | 7.3 | -0.6 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 6.9 | 39 | -28 | 6.1 | -1.9 |
AGNG | Global X Aging Population ETF | 6.7 | 50 | -39 | 4.9 | -3.1 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 6.7 | 4 | 7 | 6.2 | -1.7 |
TXS | Texas Capital Texas Equity Index ETF | 6.6 | 49 | -38 | 5.7 | -2.3 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 6.6 | 10 | 1 | 4.4 | -3.6 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 6.6 | 24 | -13 | 7.9 | -0.1 |
SPDV | AAM S&P 500 High Dividend Value ETF | 6.6 | 29 | -18 | 10.8 | +2.8 |
KBWY | Invesco KBW Premium Yield Equity REIT ETF | 6.6 | 35 | -24 | 8.5 | +0.5 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 6.5 | 10 | 1 | 4.4 | -3.6 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 6.5 | 20 | -9 | 7.0 | -1.0 |
VBR | Vanguard Small Cap Value ETF | 6.5 | 7 | 4 | 9.2 | +1.2 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 6.5 | 12 | -1 | 7.5 | -0.5 |
BWEB | Bitwise Web3 ETF | 6.4 | 85 | -74 | 0.0 | -8.0 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 6.4 | 25 | -14 | 8.0 | 0.0 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 6.4 | 15 | -4 | 8.0 | -0.0 |
TBG | TBG Dividend Focus ETF | 6.4 | 59 | -48 | 7.9 | -0.1 |
MILN | Global X Millennial Consumer ETF | 6.3 | 50 | -39 | 3.6 | -4.4 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 6.3 | 60 | -49 | 4.8 | -3.2 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 6.3 | 25 | -14 | 7.5 | -0.5 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 6.2 | 12 | -1 | 7.2 | -0.8 |
IJR | iShares Core S&P Small Cap ETF | 6.2 | 6 | 5 | 7.9 | -0.1 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 6.2 | 9 | 2 | 4.5 | -3.4 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 6.1 | 15 | -4 | 7.5 | -0.5 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 6.1 | 38 | -27 | 9.4 | +1.4 |
ISCV | iShares Morningstar Small Cap Value ETF | 6.0 | 6 | 5 | 9.4 | +1.4 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 6.0 | 15 | -4 | 7.5 | -0.5 |
CVY | Invesco Zacks Multi-Asset Income ETF | 6.0 | 106 | -95 | 11.9 | +3.9 |
ERTH | Invesco MSCI Sustainable Future ETF | 6.0 | 62 | -51 | 3.6 | -4.4 |
FSMD | Fidelity Small-Mid Multifactor ETF | 6.0 | 15 | -4 | 7.2 | -0.8 |
PTL | Inspire 500 ETF | 6.0 | 9 | 2 | 5.4 | -2.6 |
JHDV | John Hancock U.S. High Dividend ETF | 5.9 | 34 | -23 | 6.7 | -1.3 |
STXK | Strive Small-Cap ETF | 5.9 | 18 | -7 | 6.2 | -1.8 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 5.9 | 7 | 4 | 7.8 | -0.1 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 5.9 | 12 | -1 | 8.2 | +0.2 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 5.9 | 3 | 8 | 7.9 | -0.1 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 5.9 | 60 | -49 | 5.2 | -2.8 |
MDY | SPDR S&P Midcap 400 ETF Trust | 5.9 | 24 | -13 | 7.3 | -0.7 |
VOE | Vanguard Mid-Cap Value ETF | 5.9 | 7 | 4 | 7.8 | -0.2 |
IJH | iShares Core S&P Mid-Cap ETF | 5.9 | 5 | 6 | 7.5 | -0.5 |
STXM | Strive Mid-Cap ETF | 5.9 | 18 | -7 | 6.4 | -1.6 |
ISMD | Inspire Small/Mid Cap ETF | 5.8 | 54 | -43 | 6.1 | -1.9 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 5.8 | 18 | -7 | 5.6 | -2.4 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 5.8 | 6 | 5 | 8.2 | +0.2 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 5.7 | 20 | -9 | 6.3 | -1.7 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 5.7 | 15 | -4 | 5.7 | -2.3 |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 5.7 | 3 | 8 | 7.5 | -0.4 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 5.7 | 10 | 1 | 5.7 | -2.3 |
FOVL | iShares Focused Value Factor ETF | 5.6 | 25 | -14 | 10.0 | +2.0 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 5.6 | 7 | 4 | 7.4 | -0.6 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 5.6 | 70 | -59 | 4.8 | -3.2 |
IWR | iShares Russell Midcap ETF | 5.5 | 19 | -8 | 5.9 | -2.1 |
FMET | Fidelity Metaverse ETF | 5.5 | 39 | -28 | 4.8 | -3.2 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 5.5 | 4 | 7 | 6.2 | -1.8 |
NUDV | Nuveen ESG Dividend ETF | 5.4 | 26 | -15 | 7.6 | -0.4 |
VB | Vanguard Small-Cap ETF | 5.4 | 5 | 6 | 6.2 | -1.8 |
SFYX | SoFi Next 500 ETF | 5.4 | 0 | 11 | 6.0 | -2.0 |
SCHM | Schwab U.S. Mid-Cap ETF | 5.4 | 4 | 7 | 6.8 | -1.2 |
FVD | First Trust Value Line Dividend Index Fund | 5.3 | 65 | -54 | 6.3 | -1.6 |
FMDE | Fidelity Enhanced Mid Cap ETF | 5.3 | 23 | -12 | 5.8 | -2.2 |
VO | Vanguard Mid-Cap ETF | 5.3 | 4 | 7 | 5.8 | -2.2 |
BLES | Inspire Global Hope ETF | 5.3 | 61 | -50 | 6.8 | -1.2 |
BMVP | Invesco Bloomberg MVP Multi-factor ETF | 5.2 | 29 | -18 | 6.2 | -1.8 |
MAGA | Point Bridge America First ETF | 5.2 | 72 | -61 | 6.1 | -1.9 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 5.2 | 49 | -38 | 6.2 | -1.8 |
FCPI | Fidelity Stocks for Inflation ETF | 5.1 | 15 | -4 | 7.6 | -0.4 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 5.1 | 25 | -14 | 8.1 | +0.1 |
SIZE | iShares MSCI USA Size Factor ETF | 5.1 | 15 | -4 | 5.8 | -2.2 |
IJS | iShares S&P Small-Cap 600 Value ETF | 5.0 | 18 | -7 | 10.2 | +2.2 |
EUSA | iShares MSCI USA Equal Weighted ETF | 5.0 | 9 | 2 | 6.1 | -1.9 |
RSSL | Global X Russell 2000 ETF | 5.0 | 8 | 3 | 4.5 | -3.5 |
PSC | Principal U.S. Small-Cap ETF | 5.0 | 38 | -27 | 6.9 | -1.1 |
IMCB | iShares Morningstar Mid-Cap ETF | 4.9 | 4 | 7 | 6.0 | -1.9 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 4.9 | 70 | -59 | 3.1 | -4.9 |
QDF | FlexShares Quality Dividend Index Fund | 4.9 | 37 | -26 | 6.4 | -1.6 |
PFI | Invesco Dorsey Wright Financial Momentum ETF | 4.9 | 60 | -49 | 6.5 | -1.5 |
SDY | SPDR S&P Dividend ETF | 4.9 | 35 | -24 | 6.7 | -1.3 |
NUSC | Nuveen ESG Small-Cap ETF | 4.9 | 31 | -20 | 5.5 | -2.5 |
RSP | Invesco S&P 500 Equal Weight ETF | 4.8 | 20 | -9 | 6.4 | -1.6 |
ISCB | iShares Morningstar Small-Cap ETF | 4.8 | 4 | 7 | 6.2 | -1.8 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 4.8 | 15 | -4 | 10.2 | +2.2 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 4.8 | 10 | 1 | 10.2 | +2.3 |
CGDG | Capital Group Dividend Growers ETF | 4.7 | 47 | -36 | 6.2 | -1.8 |
SMMV | iShares MSCI USA Small-Cap Min Vol Factor ETF | 4.7 | 20 | -9 | 6.0 | -2.0 |
SCHA | Schwab U.S. Small-Cap ETF | 4.7 | 4 | 7 | 6.3 | -1.7 |
VOT | Vanguard Mid-Cap Growth ETF | 4.7 | 7 | 4 | 3.5 | -4.4 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 4.6 | 7 | 4 | 6.2 | -1.8 |
AFMC | First Trust Active Factor Mid Cap ETF | 4.6 | 65 | -54 | 8.9 | +0.9 |
SMLF | iShares U.S. SmallCap Equity Factor ETF | 4.4 | 15 | -4 | 6.3 | -1.7 |
DTD | WisdomTree U.S. Total Dividend Fund | 4.4 | 28 | -17 | 6.4 | -1.6 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 4.4 | 28 | -17 | 6.0 | -2.0 |
JHMM | John Hancock Multifactor Mid Cap ETF | 4.3 | 42 | -31 | 6.5 | -1.5 |
IWM | iShares Russell 2000 ETF | 4.3 | 19 | -8 | 4.6 | -3.4 |
INRO | iShares U.S. Industry Rotation Active ETF | 4.3 | 42 | -31 | 4.7 | -3.3 |
DHS | WisdomTree U.S. High Dividend Fund | 4.3 | 38 | -27 | 8.2 | +0.2 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 4.3 | 37 | -26 | 6.2 | -1.8 |
VTWO | Vanguard Russell 2000 ETF | 4.3 | 7 | 4 | 4.6 | -3.4 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 4.3 | 65 | -54 | 3.5 | -4.5 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 4.2 | 9 | 2 | 6.1 | -1.9 |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 4.2 | 17 | -6 | 5.9 | -2.1 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 4.2 | 39 | -28 | 12.1 | +4.1 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 4.2 | 39 | -28 | 6.6 | -1.4 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 4.2 | 6 | 5 | 4.1 | -3.9 |
KONG | Formidable Fortress ETF | 4.1 | 89 | -78 | 6.0 | -2.0 |
OSCV | Opus Small Cap Value ETF | 4.1 | 79 | -68 | 6.7 | -1.3 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 4.1 | 61 | -50 | 6.4 | -1.6 |
SIXL | ETC 6 Meridian Low Beta Equity ETF | 4.1 | 80 | -69 | 6.1 | -1.9 |
VICE | AdvisorShares Vice ETF | 4.1 | 99 | -88 | 6.1 | -1.9 |
BJK | VanEck Gaming ETF | 4.1 | 65 | -54 | 4.1 | -3.9 |
WCEO | Hypatia Women CEO ETF | 4.1 | 85 | -74 | 4.4 | -3.6 |
VBK | Vanguard Small-Cap Growth ETF | 4.0 | 7 | 4 | 1.9 | -6.0 |
JHSC | John Hancock Multifactor Small Cap ETF | 4.0 | 42 | -31 | 6.8 | -1.2 |
IGPT | Invesco AI and Next Gen Software ETF | 4.0 | 60 | -49 | 4.2 | -3.8 |
HAPY | Harbor Human Capital Factor Unconstrained ETF | 4.0 | 50 | -39 | 5.6 | -2.4 |
CLOU | Global X Cloud Computing ETF | 4.0 | 68 | -57 | 2.2 | -5.8 |
VXF | Vanguard Extended Market ETF | 4.0 | 5 | 6 | 4.8 | -3.2 |
GVUS | Marketbeta Russell 1000 Value Equity ETF | 4.0 | 12 | -1 | 6.6 | -1.4 |
MBCC | Monarch Blue Chips Core ETF | 3.9 | 125 | -114 | 4.0 | -4.0 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 3.9 | 12 | -1 | 7.5 | -0.5 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 3.9 | 10 | 1 | 5.3 | -2.7 |
UDI | USCF Dividend Income Fund | 3.9 | 65 | -54 | 8.2 | +0.2 |
SWP | SWP Growth & Income ETF | 3.9 | 99 | -88 | 4.3 | -3.7 |
MBOX | Freedom Day Dividend ETF | 3.8 | 39 | -28 | 7.6 | -0.4 |
FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 3.8 | 30 | -19 | 8.3 | +0.3 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 3.8 | 20 | -9 | 7.7 | -0.3 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 3.8 | 64 | -53 | 2.4 | -5.6 |
ETHO | Etho Climate Leadership U.S. ETF | 3.8 | 47 | -36 | 5.4 | -2.6 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 3.7 | 17 | -6 | 6.0 | -2.0 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 3.7 | 35 | -24 | 6.1 | -1.9 |
JAVA | JPMorgan Active Value ETF | 3.7 | 44 | -33 | 6.4 | -1.6 |
AFLG | First Trust Active Factor Large Cap ETF | 3.7 | 55 | -44 | 6.2 | -1.8 |
VONV | Vanguard Russell 1000 Value ETF | 3.7 | 7 | 4 | 6.6 | -1.4 |
IWD | iShares Russell 1000 Value ETF | 3.7 | 19 | -8 | 6.5 | -1.5 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 3.6 | 50 | -39 | 7.3 | -0.6 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 3.6 | 10 | 1 | 6.0 | -2.0 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 3.6 | 6 | 5 | 2.9 | -5.0 |
NIXT | Research Affiliates Deletions ETF | 3.6 | 9 | 2 | 8.9 | +0.9 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 3.6 | 20 | -9 | 6.0 | -2.0 |
EES | WisdomTree U.S. SmallCap Fund | 3.6 | 38 | -27 | 9.1 | +1.1 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 3.6 | 15 | -4 | 6.0 | -1.9 |
ROSC | Hartford Multifactor Small Cap ETF | 3.5 | 34 | -23 | 9.8 | +1.8 |
SCHV | Schwab U.S. Large-Cap Value ETF | 3.4 | 4 | 7 | 6.8 | -1.2 |
BEEZ | Honeytree U.S. Equity ETF | 3.4 | 64 | -53 | 3.9 | -4.1 |
SMMD | iShares Russell 2500 ETF | 3.4 | 15 | -4 | 6.4 | -1.6 |
JPEF | JPMorgan Equity Focus ETF | 3.4 | 50 | -39 | 4.3 | -3.7 |
BEDZ | AdvisorShares Hotel ETF | 3.3 | 100 | -89 | 6.9 | -1.1 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 3.3 | 55 | -44 | 4.2 | -3.8 |
FELV | Fidelity Enhanced Large Cap Value ETF | 3.3 | 18 | -7 | 6.8 | -1.2 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 3.3 | 71 | -60 | 0.5 | -7.5 |
STXV | Strive 1000 Value ETF | 3.2 | 18 | -7 | 8.1 | +0.1 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 3.2 | 60 | -49 | 7.7 | -0.3 |
VEGN | US Vegan Climate ETF | 3.1 | 60 | -49 | 4.5 | -3.5 |
SNPV | Xtrackers S&P 500 Value ESG ETF | 3.1 | 15 | -4 | 6.8 | -1.2 |
BGIG | Bahl & Gaynor Income Growth ETF | 3.1 | 45 | -34 | 5.4 | -2.6 |
USXF | iShares ESG Advanced MSCI USA ETF | 3.1 | 10 | 1 | 4.6 | -3.4 |
REVS | Columbia Research Enhanced Value ETF | 3.0 | 19 | -8 | 7.7 | -0.3 |
HDUS | Hartford Disciplined US Equity ETF | 3.0 | 19 | -8 | 5.8 | -2.2 |
BDIV | AAM Brentview Dividend Growth ETF | 3.0 | 49 | -38 | 4.6 | -3.4 |
TEKX | SPDR Galaxy Transformative Tech Accelerators ETF | 3.0 | 65 | -54 | -1.3 | -9.2 |
EZM | WisdomTree U.S. MidCap Fund | 3.0 | 38 | -27 | 9.3 | +1.3 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 3.0 | 12 | -1 | 5.2 | -2.8 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 2.9 | 60 | -49 | 5.8 | -2.2 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 2.9 | 39 | -28 | 8.3 | +0.3 |
FLQS | Franklin U.S. Small Cap Multifactor Index ETF | 2.8 | 35 | -24 | 9.8 | +1.8 |
DIV | Global X SuperDividend US ETF | 2.8 | 45 | -34 | 11.8 | +3.8 |
SSPY | Syntax Stratified LargeCap ETF | 2.8 | 30 | -19 | 6.7 | -1.3 |
QUVU | Hartford Quality Value ETF | 2.8 | 46 | -35 | 7.2 | -0.8 |
SHUS | Syntax Stratified U.S. Total Market Hedged ETF | 2.8 | 65 | -54 | 6.4 | -1.6 |
SMDX | Intech S&P Small-Mid Cap Divers Alp ETF | 2.8 | 35 | -24 | 7.2 | -0.7 |
CHGX | AXS Change Finance ESG ETF | 2.7 | 49 | -38 | 4.8 | -3.2 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 2.7 | 73 | -62 | 11.2 | +3.2 |
FPX | First Trust US Equity Opportunities ETF | 2.7 | 61 | -50 | 1.0 | -7.0 |
IQSU | IQ Candriam U.S. Large Cap Equity ETF | 2.7 | 9 | 2 | 4.9 | -3.1 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 2.6 | 13 | -2 | 5.7 | -2.3 |
JVAL | JPMorgan U.S. Value Factor ETF | 2.6 | 12 | -1 | 8.3 | +0.3 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 2.5 | 59 | -48 | 2.8 | -5.2 |
FLRG | Fidelity U.S. Multifactor ETF | 2.5 | 15 | -4 | 7.0 | -1.0 |
GLBL | Pacer MSCI World Industry Advantage ETF | 2.5 | 65 | -54 | 4.2 | -3.8 |
CVAR | Cultivar ETF | 2.5 | 87 | -76 | 6.8 | -1.2 |
BEEX | BeeHive ETF | 2.5 | 84 | -73 | 4.3 | -3.7 |
INCE | Franklin Income Equity Focus ETF | 2.5 | 29 | -18 | 5.5 | -2.5 |
DEUS | Xtrackers Russell US Multifactor ETF | 2.5 | 17 | -6 | 7.0 | -0.9 |
TMFG | Motley Fool Global Opportunities ETF | 2.5 | 85 | -74 | 3.9 | -4.1 |
VTV | Vanguard Value ETF | 2.5 | 4 | 7 | 6.9 | -1.1 |
RJMG | FT Raymond James Multicap Growth Equity ETF | 2.5 | 85 | -74 | 2.2 | -5.7 |
IUSV | iShares Core S&P US Value ETF | 2.5 | 4 | 7 | 6.5 | -1.5 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 2.5 | 52 | -41 | 6.6 | -1.3 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 2.5 | 9 | 2 | 5.6 | -2.4 |
SPDG | SPDR Portfolio S&P Sector Neutral Dividend ETF | 2.4 | 5 | 6 | 8.0 | -0.0 |
GURU | Global X Guru Index ETF | 2.4 | 75 | -64 | 3.5 | -4.5 |
CVLC | Calvert US Large-Cap Core Responsible Index ETF | 2.4 | 15 | -4 | 5.0 | -3.0 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 2.4 | 15 | -4 | 5.5 | -2.5 |
KNCT | Invesco Next Gen Connectivity ETF | 2.4 | 40 | -29 | 4.9 | -3.1 |
XSMO | Invesco S&P SmallCap Momentum ETF | 2.4 | 39 | -28 | 5.8 | -2.2 |
DIVB | iShares Core Dividend ETF | 2.3 | 5 | 6 | 7.6 | -0.4 |
CGUS | Capital Group Core Equity ETF | 2.3 | 33 | -22 | 4.4 | -3.6 |
FESM | Fidelity Enhanced Small Cap ETF | 2.3 | 28 | -17 | 7.8 | -0.2 |
KVLE | KraneShares Value Line Dynamic Dividend Equity Index ETF | 2.3 | 56 | -45 | 6.4 | -1.6 |
RFFC | ALPS Active Equity Opportunity ETF | 2.3 | 48 | -37 | 4.5 | -3.5 |
NXTG | First Trust Indxx NextG ETF | 2.3 | 70 | -59 | 5.3 | -2.7 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 2.3 | 60 | -49 | 6.1 | -1.9 |
NULV | Nuveen ESG Large-Cap Value ETF | 2.3 | 26 | -15 | 6.3 | -1.7 |
XMMO | Invesco S&P MidCap Momentum ETF | 2.2 | 34 | -23 | 5.7 | -2.3 |
XMAG | Defiance Large Cap ex-Mag 7 ETF | 2.2 | 35 | -24 | 5.2 | -2.8 |
EGLE | Global X S&P 500 U.S. Revenue Leaders ETF | 2.2 | 19 | -8 | 5.2 | -2.8 |
USMF | WisdomTree U.S. Multifactor Fund | 2.2 | 28 | -17 | 6.9 | -1.1 |
FMKT | The Free Markets ETF | 2.2 | 76 | -65 | 2.1 | -5.9 |
KLMN | Invesco MSCI North America Climate ETF | 2.2 | 9 | 2 | 5.1 | -2.9 |
PRF | Invesco FTSE RAFI US 1000 ETF | 2.2 | 39 | -28 | 6.9 | -1.1 |
XDAT | Franklin Exponential Data ETF | 2.2 | 50 | -39 | 2.1 | -5.9 |
IVE | iShares S&P 500 Value ETF | 2.2 | 18 | -7 | 6.3 | -1.7 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 2.2 | 18 | -7 | 6.8 | -1.2 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2.2 | 4 | 7 | 6.4 | -1.6 |
VLU | SPDR S&P 1500 Value Tilt ETF | 2.2 | 12 | -1 | 7.6 | -0.4 |
VOOV | Vanguard S&P 500 Value ETF | 2.1 | 7 | 4 | 6.4 | -1.6 |
VLUE | iShares MSCI USA Value Factor ETF | 2.1 | 15 | -4 | 9.7 | +1.8 |
QLC | FlexShares US Quality Large Cap Index Fund | 2.1 | 25 | -14 | 5.5 | -2.5 |
FVAL | Fidelity Value Factor ETF | 2.1 | 15 | -4 | 7.1 | -0.9 |
ESGV | Vanguard ESG U.S. Stock ETF | 2.1 | 9 | 2 | 4.8 | -3.2 |
FCFY | First Trust S&P 500 Diversified Free Cash Flow ETF | 2.1 | 60 | -49 | 9.7 | +1.7 |
PRXV | Praxis Impact Large Cap Value ETF | 2.1 | 36 | -25 | 6.6 | -1.4 |
NULC | Nuveen ESG Large-Cap ETF | 2.1 | 21 | -10 | 4.8 | -3.2 |
FDMO | Fidelity Momentum Factor ETF | 2.1 | 15 | -4 | 3.8 | -4.1 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 2.0 | 20 | -9 | 7.1 | -0.9 |
SPGP | Invesco S&P 500 GARP ETF | 2.0 | 34 | -23 | 9.2 | +1.2 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 2.0 | 50 | -39 | 8.3 | +0.3 |
JHML | John Hancock Multifactor Large Cap ETF | 2.0 | 29 | -18 | 5.4 | -2.6 |
AFSM | First Trust Active Factor Small Cap ETF | 2.0 | 75 | -64 | 7.7 | -0.3 |
HWSM | Hotchkis & Wiley SMID Cap Diversified Value ETF | 2.0 | 55 | -44 | 10.3 | +2.3 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 2.0 | 25 | -14 | 5.8 | -2.2 |
SMAP | Amplify Small-Mid Cap Equity ETF | 2.0 | 60 | -49 | 5.4 | -2.5 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 2.0 | 12 | -1 | 4.6 | -3.4 |
CGDV | Capital Group Dividend Value ETF | 2.0 | 33 | -22 | 4.6 | -3.4 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 2.0 | 15 | -4 | 4.7 | -3.3 |
TECB | iShares U.S. Tech Breakthrough Multisector ETF | 1.9 | 40 | -29 | 3.5 | -4.4 |
DSI | iShares MSCI KLD 400 Social ETF | 1.9 | 25 | -14 | 4.9 | -3.1 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 1.9 | 12 | -1 | 4.5 | -3.5 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 1.9 | 14 | -3 | 5.0 | -3.0 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 1.9 | 67 | -56 | 10.1 | +2.1 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 1.9 | 65 | -54 | 5.0 | -3.0 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 1.9 | 11 | 0 | 5.0 | -3.0 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 1.9 | 9 | 2 | 4.8 | -3.2 |
HAPI | Harbor Human Capital Factor US Large Cap ETF | 1.9 | 36 | -25 | 4.9 | -3.1 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 1.9 | 47 | -36 | 5.8 | -2.2 |
FDRR | Fidelity Dividend ETF for Rising Rates | 1.9 | 15 | -4 | 7.2 | -0.7 |
DSPY | Tema S&P 500 Historical Weight ETF | 1.9 | 18 | -7 | 5.2 | -2.8 |
VTI | Vanguard Total Stock Market ETF | 1.9 | 3 | 8 | 5.0 | -3.0 |
FQAL | Fidelity Quality Factor ETF | 1.9 | 15 | -4 | 5.7 | -2.3 |
VTHR | Vanguard Russell 3000 ETF | 1.8 | 7 | 4 | 5.0 | -3.0 |
IWV | iShares Russell 3000 ETF | 1.8 | 20 | -9 | 4.9 | -3.1 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 1.8 | 29 | -18 | 6.5 | -1.5 |
LRGC | AB US Large Cap Strategic Equities ETF | 1.8 | 48 | -37 | 4.5 | -3.5 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 1.8 | 7 | 4 | 5.1 | -2.9 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 1.8 | 40 | -29 | 7.2 | -0.8 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 1.8 | 3 | 8 | 5.0 | -3.0 |
SCHB | Schwab U.S. Broad Market ETF | 1.8 | 3 | 8 | 5.1 | -2.9 |
FDWM | Fidelity Women's Leadership ETF | 1.8 | 59 | -48 | 5.0 | -3.0 |
HLGE | Hartford Longevity Economy ETF | 1.8 | 44 | -33 | 6.5 | -1.5 |
SNPE | Xtrackers S&P 500 ESG ETF | 1.8 | 10 | 1 | 5.2 | -2.8 |
POWA | Invesco Bloomberg Pricing Power ETF | 1.8 | 40 | -29 | 5.7 | -2.3 |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 1.8 | 3 | 8 | 5.2 | -2.8 |
IWX | iShares Russell Top 200 Value ETF | 1.8 | 20 | -9 | 6.3 | -1.7 |
NUMG | Nuveen ESG Mid-Cap Growth ETF | 1.8 | 31 | -20 | 2.5 | -5.4 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 1.8 | 11 | 0 | 5.1 | -2.9 |
SUSA | iShares MSCI USA ESG Select ETF | 1.8 | 25 | -14 | 4.9 | -3.1 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 1.8 | 59 | -48 | 3.9 | -4.1 |
ILCV | iShares Morningstar Value ETF | 1.7 | 4 | 7 | 6.7 | -1.3 |
FDLO | Fidelity Low Volatility Factor ETF | 1.7 | 15 | -4 | 5.4 | -2.6 |
IWB | iShares Russell 1000 ETF | 1.7 | 15 | -4 | 4.9 | -3.0 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 1.7 | 2 | 9 | 5.0 | -3.0 |
VONE | Vanguard Russell 1000 ETF | 1.7 | 7 | 4 | 5.0 | -3.0 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 1.7 | 9 | 2 | 4.9 | -3.1 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 1.7 | 59 | -48 | 6.0 | -2.0 |
SCHK | Schwab 1000 Index ETF | 1.7 | 5 | 6 | 5.1 | -2.9 |
YALL | God Bless America ETF | 1.7 | 65 | -54 | 3.7 | -4.3 |
USCL | iShares Climate Conscious & Transition MSCI USA ETF | 1.7 | 8 | 3 | 5.1 | -2.9 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 1.7 | 39 | -28 | 9.6 | +1.6 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 1.7 | 55 | -44 | 4.8 | -3.2 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 1.7 | 30 | -19 | 6.8 | -1.2 |
IYY | iShares Dow Jones U.S. ETF | 1.7 | 20 | -9 | 4.9 | -3.1 |
XVV | iShares ESG Screened S&P 500 ETF | 1.7 | 8 | 3 | 4.9 | -3.1 |
JQUA | JPMorgan U.S. Quality Factor ETF | 1.7 | 12 | -1 | 5.9 | -2.1 |
JOET | Virtus Terranova US Quality Momentum ETF | 1.7 | 29 | -18 | 4.7 | -3.3 |
SHE | SPDR MSCI USA Gender Diversity ETF | 1.6 | 20 | -9 | 5.0 | -3.0 |
SCHX | Schwab U.S. Large-Cap ETF | 1.6 | 3 | 8 | 5.1 | -2.9 |
YOKE | Yoke Core ETF | 1.6 | 42 | -31 | 4.5 | -3.5 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 1.6 | 18 | -7 | 5.8 | -2.2 |
QDIV | Global X S&P 500 Quality Dividend ETF | 1.6 | 20 | -9 | 8.3 | +0.3 |
PBUS | Invesco MSCI USA ETF | 1.6 | 4 | 7 | 5.0 | -3.0 |
WLDR | Affinity World Leaders Equity ETF | 1.6 | 67 | -56 | 7.7 | -0.3 |
JEPI | JPMorgan Equity Premium Income ETF | 1.6 | 35 | -24 | 5.5 | -2.5 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 1.6 | 0 | 11 | 5.0 | -3.0 |
RZG | Invesco S&P Smallcap 600 Pure Growth ETF | 1.6 | 35 | -24 | 4.2 | -3.8 |
APUE | ActivePassive U.S. Equity ETF | 1.6 | 45 | -34 | 4.7 | -3.3 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 1.6 | 20 | -9 | 4.8 | -3.2 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 1.6 | 7 | 4 | 4.9 | -3.1 |
VOTE | TCW Transform 500 ETF | 1.6 | 5 | 6 | 5.0 | -3.0 |
ROUS | Hartford Multifactor US Equity ETF | 1.6 | 19 | -8 | 7.2 | -0.8 |
FFSM | Fidelity Fundamental Small-Mid Cap ETF | 1.6 | 43 | -32 | 6.3 | -1.7 |
ILCB | iShares Morningstar U.S. Equity ETF | 1.5 | 3 | 8 | 5.0 | -3.0 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 1.5 | 25 | -14 | 7.2 | -0.7 |
IVV | iShares Core S&P 500 ETF | 1.5 | 3 | 8 | 5.0 | -2.9 |
SPY | SPDR S&P 500 ETF Trust | 1.5 | 9 | 2 | 5.0 | -3.0 |
SPLG | SPDR Portfolio S&P 500 ETF | 1.5 | 2 | 9 | 5.1 | -2.9 |
VOO | Vanguard S&P 500 ETF | 1.5 | 3 | 8 | 5.1 | -2.9 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 1.5 | 29 | -18 | 4.8 | -3.1 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 1.5 | 20 | -9 | 5.1 | -2.9 |
KLMT | Invesco MSCI Global Climate 500 ETF | 1.5 | 10 | 1 | 5.9 | -2.1 |
WDIV | SPDR S&P Global Dividend ETF | 1.5 | 40 | -29 | 9.5 | +1.5 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 1.5 | 10 | 1 | 5.1 | -2.9 |
IETC | iShares U.S. Tech Independence Focused ETF | 1.5 | 18 | -7 | 3.8 | -4.2 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 1.4 | 9 | 2 | 5.3 | -2.7 |
VV | Vanguard Large-Cap ETF | 1.4 | 4 | 7 | 4.9 | -3.1 |
STXD | Strive 1000 Dividend Growth ETF | 1.4 | 35 | -24 | 4.9 | -3.1 |
CAML | Congress Large Cap Growth ETF | 1.4 | 66 | -55 | 3.3 | -4.7 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 1.4 | 60 | -49 | 6.3 | -1.7 |
DVND | Touchstone Dividend Select ETF | 1.4 | 67 | -56 | 5.7 | -2.3 |
STRV | Strive 500 ETF | 1.4 | 5 | 6 | 4.9 | -3.1 |
SFY | SoFi Select 500 ETF | 1.4 | 0 | 11 | 4.5 | -3.4 |
ILCG | iShares Morningstar Growth ETF | 1.4 | 4 | 7 | 3.8 | -4.2 |
SUSL | iShares ESG MSCI USA Leaders ETF | 1.4 | 10 | 1 | 5.0 | -3.0 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.4 | 9 | 2 | 5.3 | -2.7 |
TOV | JLens 500 Jewish Advocacy U.S. ETF | 1.4 | 18 | -7 | 4.8 | -3.2 |
GOP | Unusual Whales Subversive Republican Trading ETF | 1.3 | 50 | -39 | 5.8 | -2.2 |
ADME | Aptus Drawdown Managed Equity ETF | 1.3 | 79 | -68 | 4.2 | -3.8 |
LRGF | iShares U.S. Equity Factor ETF | 1.3 | 8 | 3 | 5.6 | -2.4 |
ACVF | American Conservative Values ETF | 1.3 | 75 | -64 | 4.4 | -3.6 |
DEMZ | Democratic Large Cap Core ETF | 1.3 | 45 | -34 | 4.5 | -3.5 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 1.3 | 75 | -64 | 5.3 | -2.7 |
BRNY | Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation | 1.3 | 79 | -68 | 4.5 | -3.5 |
PFM | Invesco Dividend Achievers ETF | 1.3 | 53 | -42 | 5.3 | -2.7 |
RAFE | PIMCO RAFI ESG U.S. ETF | 1.3 | 29 | -18 | 7.2 | -0.8 |
FSST | Fidelity Sustainable U.S. Equity ETF | 1.3 | 59 | -48 | 4.3 | -3.7 |
FLOW | Global X U.S. Cash Flow Kings 100 ETF | 1.3 | 25 | -14 | 11.6 | +3.6 |
SIXA | ETC 6 Meridian Mega Cap Equity ETF | 1.2 | 80 | -69 | 6.7 | -1.3 |
MTUM | iShares MSCI USA Momentum Factor ETF | 1.2 | 15 | -4 | 3.6 | -4.4 |
RVRB | Reverb ETF | 1.2 | 30 | -19 | 4.7 | -3.3 |
TOK | iShares MSCI Kokusai ETF | 1.2 | 26 | -15 | 5.2 | -2.8 |
RECS | Columbia Research Enhanced Core ETF | 1.2 | 15 | -4 | 5.8 | -2.1 |
FNDX | Schwab Fundamental US Large Co. Index ETF | 1.2 | 25 | -14 | 7.2 | -0.8 |
SIXG | Defiance Connective Technologies ETF | 1.2 | 30 | -19 | 3.9 | -4.1 |
HLAL | Wahed FTSE USA Shariah ETF | 1.2 | 50 | -39 | 4.9 | -3.1 |
ESGU | iShares ESG Aware MSCI USA ETF | 1.2 | 15 | -4 | 4.9 | -3.1 |
SVAL | iShares US Small Cap Value Factor ETF | 1.1 | 20 | -9 | 10.7 | +2.7 |
RSMC | Rockefeller U.S. Small-Mid Cap ETF | 1.1 | 75 | -64 | 4.8 | -3.2 |
URTH | iShares MSCI World ETF | 1.1 | 24 | -13 | 5.2 | -2.7 |
VT | Vanguard Total World Stock ETF | 1.1 | 6 | 5 | 6.0 | -2.0 |
TMAT | Main Thematic Innovation ETF | 1.1 | 164 | -153 | -1.4 | -9.4 |
PDP | Invesco Dorsey Wright Momentum ETF | 1.1 | 62 | -51 | 4.1 | -3.9 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 1.1 | 30 | -19 | 13.0 | +5.0 |
STXG | Strive 1000 Growth ETF | 1.1 | 18 | -7 | 3.9 | -4.0 |
IUSG | iShares Core S&P U.S. Growth ETF | 1.1 | 4 | 7 | 4.3 | -3.7 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 1.1 | 40 | -29 | 7.4 | -0.6 |
LOWV | AB US Low Volatility Equity ETF | 1.1 | 48 | -37 | 5.1 | -2.8 |
SFYF | SoFi Social 50 ETF | 1.1 | 29 | -18 | 0.3 | -7.7 |
DWAS | Invesco Dorsey Wright SmallCap Momentum ETF | 1.1 | 60 | -49 | 2.1 | -5.9 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 1.1 | 45 | -34 | 4.5 | -3.5 |
DGT | SPDR Global Dow ETF | 1.1 | 50 | -39 | 7.2 | -0.7 |
ESG | FlexShares Trust FlexShares STOXX US ESG Select Index Fund | 1.1 | 32 | -21 | 5.0 | -3.0 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.0 | 20 | -9 | 5.8 | -2.2 |
ACWI | iShares MSCI ACWI ETF | 1.0 | 32 | -21 | 5.7 | -2.3 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 1.0 | 39 | -28 | 9.6 | +1.6 |
GSPY | Gotham Enhanced 500 ETF | 1.0 | 50 | -39 | 5.4 | -2.6 |
MDLV | Morgan Dempsey Large Cap Value ETF | 1.0 | 58 | -47 | 7.5 | -0.5 |
FFND | Future Fund Active ETF | 1.0 | 100 | -89 | 4.4 | -3.6 |
QUAL | iShares MSCI USA Quality Factor ETF | 1.0 | 15 | -4 | 5.3 | -2.7 |
ROE | Astoria US Quality Kings ETF | 1.0 | 49 | -38 | 6.6 | -1.4 |
EQWL | Invesco S&P 100 Equal Weight ETF | 1.0 | 25 | -14 | 6.0 | -2.0 |
MGV | Vanguard Mega Cap Value ETF | 1.0 | 7 | 4 | 6.6 | -1.4 |
LVOL | American Century Low Volatility ETF | 1.0 | 29 | -18 | 4.8 | -3.2 |
DIVL | Madison Dividend Value ETF | 1.0 | 65 | -54 | 6.0 | -2.0 |
RPV | Invesco S&P 500 Pure Value ETF | 1.0 | 35 | -24 | 10.6 | +2.6 |
IVW | iShares S&P 500 Growth ETF | 1.0 | 18 | -7 | 4.0 | -4.0 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 1.0 | 4 | 7 | 4.2 | -3.8 |
VOOG | Vanguard S&P 500 Growth ETF | 1.0 | 7 | 4 | 4.2 | -3.8 |
EPS | WisdomTree U.S. LargeCap Fund | 1.0 | 8 | 3 | 5.8 | -2.2 |
DIVD | Altrius Global Dividend ETF Altrius Global Divid ETF | 1.0 | 49 | -38 | 9.3 | +1.3 |
LGDX | Intech S&P Large Cap Diversified Alpha ETF | 1.0 | 25 | -14 | 5.4 | -2.6 |
OPTZ | Optimize Strategy Index ETF | 1.0 | 50 | -39 | 5.0 | -2.9 |
HAPS | Harbor Human Capital Factor US Small Cap ETF | 1.0 | 60 | -49 | 4.2 | -3.8 |
FELC | Fidelity Enhanced Large Cap Core ETF | 1.0 | 18 | -7 | 5.3 | -2.7 |
SPMO | Invesco S&P 500 Momentum ETF | 0.9 | 13 | -2 | 3.7 | -4.3 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 0.9 | 49 | -38 | 4.9 | -3.1 |
IWP | iShares Russell Mid-Cap Growth ETF | 0.9 | 23 | -12 | 3.4 | -4.6 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.9 | 9 | 2 | 5.9 | -2.1 |
VALQ | American Century U.S. Quality Value ETF | 0.9 | 29 | -18 | 7.6 | -0.4 |
FDFF | Fidelity Disruptive Finance ETF | 0.9 | 50 | -39 | 4.0 | -4.0 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 0.9 | 59 | -48 | 9.1 | +1.1 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 0.9 | 70 | -59 | 11.2 | +3.2 |
RPG | Invesco S&P 500 Pure Growth ETF | 0.9 | 35 | -24 | 3.2 | -4.8 |
FEGE | First Eagle Global Equity ETF | 0.9 | 79 | -68 | 7.0 | -1.0 |
DTEC | ALPS Disruptive Technologies ETF | 0.9 | 50 | -39 | 3.8 | -4.2 |
IWC | iShares Micro-Cap ETF | 0.8 | 60 | -49 | -0.6 | -8.6 |
KOCG | FIS Knights of Columbus Global Belief ETF | 0.8 | 75 | -64 | 5.1 | -2.9 |
GLRY | Inspire Faithward Mid Cap Momentum ETF | 0.8 | 80 | -69 | 6.3 | -1.7 |
VTWG | Vanguard Russell 2000 Growth ETF | 0.8 | 10 | 1 | 1.5 | -6.5 |
IWO | iShares Russell 2000 Growth ETF | 0.8 | 24 | -13 | 1.4 | -6.6 |
JGLO | JPMorgan Global Select Equity ETF | 0.8 | 33 | -22 | 4.9 | -3.1 |
HKND | Humankind US Stock ETF | 0.8 | 11 | 0 | 7.2 | -0.8 |
XMVM | Invesco S&P MidCap Value with Momentum ETF | 0.8 | 39 | -28 | 9.6 | +1.6 |
TMDV | ProShares Russell US Dividend Growers ETF | 0.8 | 35 | -24 | 6.5 | -1.5 |
VUG | Vanguard Growth ETF | 0.8 | 4 | 7 | 4.1 | -3.9 |
PRAY | FIS Christian Stock Fund | 0.8 | 69 | -58 | 5.0 | -2.9 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.8 | 30 | -19 | 8.3 | +0.3 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.7 | 15 | -4 | 5.7 | -2.2 |
IWL | iShares Russell Top 200 ETF | 0.7 | 15 | -4 | 4.7 | -3.3 |
EGUS | iShares ESG Aware MSCI USA Growth ETF | 0.7 | 18 | -7 | 4.2 | -3.8 |
MGC | Vanguard Mega Cap ETF | 0.7 | 7 | 4 | 4.7 | -3.2 |
PRXG | Praxis Impact Large Cap Growth ETF | 0.7 | 36 | -25 | 4.1 | -3.9 |
MGK | Vanguard Mega Cap Growth ETF | 0.6 | 7 | 4 | 4.1 | -3.8 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 0.6 | 15 | -4 | 4.5 | -3.5 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.6 | 42 | -31 | 5.4 | -2.5 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.6 | 19 | -8 | 6.4 | -1.6 |
GDIV | Harbor Dividend Growth Leaders ETF | 0.6 | 50 | -39 | 5.3 | -2.7 |
TMFS | Motley Fool Small-Cap Growth ETF | 0.6 | 85 | -74 | 3.4 | -4.6 |
AUSF | Global X Adaptive U.S. Factor ETF | 0.6 | 27 | -16 | 8.8 | +0.8 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 0.6 | 13 | -2 | 10.1 | +2.1 |
AIEQ | AI Powered Equity ETF | 0.6 | 75 | -64 | 3.8 | -4.2 |
SDIV | Global X Superdividend ETF | 0.6 | 58 | -47 | 40.4 | +32.5 |
HELX | Franklin Genomic Advancements ETF | 0.6 | 50 | -39 | -0.3 | -8.3 |
USMV | iShares MSCI USA Min Vol Factor ETF | 0.6 | 15 | -4 | 5.7 | -2.3 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.6 | 75 | -64 | 4.1 | -3.9 |
RWL | Invesco S&P 500 Revenue ETF | 0.5 | 39 | -28 | 6.8 | -1.2 |
CALF | Pacer US Small Cap Cash Cows 100 ETF | 0.5 | 59 | -48 | 11.1 | +3.1 |
GINN | Goldman Sachs Innovate Equity ETF | 0.5 | 52 | -41 | 3.7 | -4.3 |
CSMD | Congress SMid Growth ETF | 0.5 | 69 | -58 | 3.9 | -4.1 |
SCDV | Bahl & Gaynor Small Cap Dividend ETF | 0.5 | 70 | -59 | 4.7 | -3.3 |
KRMA | Global X Conscious Companies ETF | 0.5 | 43 | -32 | 5.9 | -2.1 |
GRPZ | Invesco S&P SmallCap 600 GARP ETF | 0.5 | 35 | -24 | 10.6 | +2.6 |
XSHQ | Invesco S&P SmallCap Quality ETF | 0.5 | 29 | -18 | 8.2 | +0.2 |
RCGE | RockCreek Global Equality ETF | 0.5 | 95 | -84 | 6.3 | -1.7 |
TMFC | Motley Fool 100 Index ETF | 0.5 | 50 | -39 | 3.5 | -4.4 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.4 | 30 | -19 | 6.1 | -1.9 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 0.4 | 21 | -10 | 3.8 | -4.2 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.4 | 49 | -38 | 5.6 | -2.3 |
FBCV | Fidelity Blue Chip Value ETF | 0.4 | 59 | -48 | 7.5 | -0.5 |
MGMT | Ballast Small/Mid Cap ETF | 0.4 | 110 | -99 | 9.0 | +1.0 |
VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | 0.4 | 35 | -24 | 6.1 | -1.9 |
FBCG | Fidelity Blue Chip Growth ETF | 0.4 | 59 | -48 | 2.9 | -5.1 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.4 | 25 | -14 | 6.0 | -2.0 |
TMFX | Motley Fool Next Index ETF | 0.3 | 50 | -39 | 2.6 | -5.4 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 0.3 | 35 | -24 | 13.2 | +5.2 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 0.3 | 35 | -24 | 10.6 | +2.7 |
FFLC | Fidelity Fundamental Large Cap Core ETF | 0.3 | 38 | -27 | 4.6 | -3.3 |
SIXS | ETC 6 Meridian Small Cap Equity ETF | 0.3 | 89 | -78 | 10.2 | +2.2 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 0.3 | 29 | -18 | 4.5 | -3.5 |
BUYZ | Franklin Disruptive Commerce ETF | 0.3 | 50 | -39 | 2.3 | -5.7 |
DGRS | WisdomTree US Smallcap Quality Dividend Growth Fund | 0.3 | 38 | -27 | 10.1 | +2.1 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.3 | 4 | 7 | 4.0 | -4.0 |
IUS | Invesco RAFI Strategic US ETF | 0.3 | 19 | -8 | 6.8 | -1.2 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.3 | 20 | -9 | 5.9 | -2.1 |
GQQQ | Astoria US Quality Growth Kings ETF | 0.2 | 35 | -24 | 4.8 | -3.2 |
IEDI | iShares U.S. Consumer Focused ETF | 0.2 | 18 | -7 | 5.2 | -2.8 |
LQPE | PEO AlphaQuest Thematic PE ETF | 0.2 | 125 | -114 | 5.3 | -2.7 |
GLOF | iShares Global Equity Factor ETF | 0.2 | 20 | -9 | 6.7 | -1.3 |
GGUS | Marketbeta Russell 1000 Growth Equity ETF | 0.2 | 12 | -1 | 4.6 | -3.4 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.2 | 45 | -34 | 6.0 | -2.0 |
PKW | Invesco Buyback Achievers ETF | 0.1 | 62 | -51 | 7.4 | -0.6 |
VONG | Vanguard Russell 1000 Growth ETF | 0.1 | 7 | 4 | 4.6 | -3.4 |
IWF | iShares Russell 1000 Growth ETF | 0.1 | 19 | -8 | 4.4 | -3.6 |
VUSE | Vident U.S. Equity Strategy ETF | 0.1 | 50 | -39 | 4.6 | -3.4 |
OEF | iShares S&P 100 ETF | 0.1 | 20 | -9 | 4.6 | -3.4 |
XSVM | Invesco S&P SmallCap Value with Momentum ETF | 0.1 | 36 | -25 | 11.9 | +4.0 |
QLV | FlexShares US Quality Low Volatility Index Fund | 0.1 | 22 | -11 | 5.7 | -2.3 |
EBI | Longview Advantage ETF | 0.1 | 35 | -24 | 6.7 | -1.3 |
RNIN | Bushido Capital US SMID Cap Equity ETF | 0.1 | 70 | -59 | 5.0 | -3.0 |
IWY | iShares Russell Top 200 Growth ETF | 0.0 | 20 | -9 | 4.6 | -3.4 |
AVUQ | Avantis U.S. Quality ETF | 0.0 | 15 | -4 | 4.9 | -3.1 |
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 ![]() |
** | ** | ** | ** | ** | ** | ** |
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
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: |
JPMorgan BetaBuilders MSCI U.S. REIT ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
OVERWEIGHT |
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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