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) | $964 |
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 | 123 |
Wgt avg mkt cap (mns) | $31,979 |
Large cap (>$10bn) | 76.1% |
Mid cap ($2-10bn) | 19.8% |
Small cap (<$2bn) | 4.1% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
PROLOGIS INC | 8.4 % |
EQUINIX INC | 7.7 % |
WELLTOWER, INC. | 6.0 % |
SIMON PROPERTY GROUP INC | 4.4 % |
DIGITAL REALTY TRUST INC | 4.4 % |
PUBLIC STORAGE | 4.0 % |
REALTY INCOME CORP | 3.6 % |
EXTRA SPACE STORAGE INC | 2.8 % |
AVALONBAY COMMUNITIES INC | 2.8 % |
IRON MOUNTAIN INC | 2.8 % | Total | 46.9 % |
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UNITED STATES | 97.0 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
1.0% | 12.9% | 3.9% | -- | 6.4% |
versus... | Beta | R-squared |
S&P500 | 1.04 | 74% |
MSCI EAFE | 0.98 | 67% |
MSCI Emg. Mkts. | 0.77 | 42% |
Recent close | $95.69 |
30d moving avg. | $93.77 |
Annualized volatility | 20.8% |
Short interest (ETF) | 0.1% |
Short interest (Underlying) | 3.1% |
Relative strength (RSI) | 47 |
Avg. volume (thou.) | 44 |
Turnover | 0.4% |
Bid/Ask (% of price) | 0.07% |
ADV underlying (mns) | $4,930 |
FINDING ALTERNATIVE FUNDS
Below is a list of 551 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 (%) |
USRT | iShares Core U.S. REIT ETF | 93.4 | 8 | 3 | 6.6 | +0.0 |
FRI | First Trust S&P REIT Index Fund | 92.2 | 50 | -39 | 6.2 | -0.4 |
RWR | SPDR Dow Jones REIT ETF | 86.9 | 25 | -14 | 6.4 | -0.2 |
DFAR | Dimensional US Real Estate ETF | 85.6 | 19 | -8 | 6.6 | +0.0 |
SCHH | Schwab U.S. REIT ETF | 83.2 | 7 | 4 | 6.9 | +0.3 |
VNQ | Vanguard Real Estate ETF | 76.9 | 12 | -1 | 6.4 | -0.2 |
FREL | Fidelity MSCI Real Estate Index ETF | 76.6 | 8 | 3 | 6.5 | -0.1 |
IYR | iShares U.S. Real Estate ETF | 74.8 | 40 | -29 | 6.2 | -0.3 |
RWO | SPDR Dow Jones Global Real Estate ETF | 71.9 | 50 | -39 | 6.3 | -0.3 |
REET | iShares Global REIT ETF | 71.6 | 14 | -3 | 6.4 | -0.2 |
XLRE | Real Estate Select Sector SPDR Fund | 69.4 | 9 | 2 | 6.1 | -0.4 |
ICF | iShares Cohen & Steers REIT ETF | 68.7 | 33 | -22 | 6.0 | -0.5 |
DFGR | Dimensional Global Real Estate ETF | 64.4 | 22 | -11 | 6.4 | -0.2 |
ERET | iShares Environmentally Aware Real Estate ETF | 63.0 | 30 | -19 | 6.6 | 0.0 |
AVRE | Avantis Real Estate ETF | 62.3 | 17 | -6 | 6.1 | -0.5 |
VGSR | Vert Global Sustainable Real Estate ETF | 58.5 | 47 | -36 | 5.8 | -0.7 |
PPTY | US Diversified Real Estate ETF | 57.6 | 53 | -42 | 5.9 | -0.6 |
RSPR | Invesco S&P 500 Equal Weight Real Estate ETF | 54.1 | 40 | -29 | 6.4 | -0.1 |
FPRO | Fidelity Real Estate Investment ETF | 51.6 | 59 | -48 | 4.9 | -1.7 |
JPRE | JPMorgan Realty Income ETF | 50.1 | 50 | -39 | 6.3 | -0.3 |
CRED | Columbia Research Enhanced Real Estate ETF | 49.7 | 33 | -22 | 7.4 | +0.8 |
PSR | Invesco Active U.S. Real Estate Fund | 49.1 | 35 | -24 | 6.1 | -0.5 |
RITA | ETFB Green SRI REITs ETF | 44.6 | 50 | -39 | 5.1 | -1.4 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 43.9 | 45 | -34 | 6.5 | -0.1 |
IRET | iREIT - MarketVector Quality REIT Index ETF | 43.7 | 60 | -49 | 6.3 | -0.2 |
JRE | Janus Henderson U.S. Real Estate ETF | 38.8 | 65 | -54 | 5.9 | -0.7 |
REZ | iShares Residential and Multisector Real Estate ETF | 38.4 | 48 | -37 | 5.6 | -1.0 |
REAI | Intelligent Real Estate ETF | 34.5 | 59 | -48 | 13.6 | +7.0 |
BYRE | Principal Real Estate Active Opportunities ETF | 31.4 | 65 | -54 | 5.4 | -1.1 |
IVRA | Invesco Real Assets ESG ETF | 31.0 | 59 | -48 | 5.3 | -1.3 |
NURE | Nuveen Short-Term REIT ETF | 28.7 | 35 | -24 | 5.7 | -0.9 |
HAUS | Residential REIT ETF | 28.6 | 60 | -49 | 5.2 | -1.4 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 28.3 | 55 | -44 | 4.6 | -1.9 |
IQRA | IQ CBRE Real Assets ETF | 26.0 | 65 | -54 | 5.3 | -1.3 |
DTRE | First Trust Alerian Disruptive Technology Real Estate ETF | 22.3 | 60 | -49 | 6.6 | +0.1 |
HOMZ | Hoya Capital Housing ETF | 21.4 | 30 | -19 | 7.8 | +1.2 |
SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 21.0 | 7 | 4 | 9.2 | +2.7 |
DESK | VanEck Office and Commercial REIT ETF | 20.7 | 50 | -39 | 11.1 | +4.5 |
INDS | Pacer Industrial Real Estate ETF | 20.6 | 55 | -44 | 5.6 | -1.0 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 18.2 | 49 | -38 | 5.6 | -1.0 |
RDOG | ALPS REIT Dividend Dogs ETF | 17.1 | 35 | -24 | 10.5 | +4.0 |
VRAI | Virtus Real Asset Income ETF | 16.6 | 55 | -44 | 8.7 | +2.2 |
RIET | Hoya Capital High Dividend Yield ETF | 16.0 | 50 | -39 | 11.4 | +4.8 |
SRVR | Pacer Data & Infrastructure Real Estate ETF | 14.8 | 55 | -44 | 1.4 | -5.2 |
BLDG | Cambria Global Real Estate ETF | 13.9 | 60 | -49 | 15.7 | +9.1 |
BIBL | Inspire 100 ETF | 13.2 | 35 | -24 | 5.3 | -1.3 |
LVHD | Franklin U.S. Low Volatility High Dividend Index ETF | 12.6 | 27 | -16 | 6.8 | +0.2 |
NETL | NETLease Corporate Real Estate ETF | 12.2 | 60 | -49 | 9.3 | +2.7 |
ICAP | InfraCap Equity Income Fund ETF | 12.1 | 171 | -160 | 5.5 | -1.0 |
DTCR | Global X Data Center & Digital Infrastructure ETF | 12.1 | 50 | -39 | 4.4 | -2.1 |
IDGT | iShares U.S. Digital Infrastructure and Real Estate ETF | 12.1 | 41 | -30 | 8.4 | +1.8 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 10.5 | 25 | -14 | 7.0 | +0.4 |
DIVG | Invesco S&P 500 High Dividend Growers ETF | 10.2 | 39 | -28 | 7.8 | +1.3 |
DEW | WisdomTree Global High Dividend Fund | 10.1 | 58 | -47 | 8.2 | +1.7 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 9.8 | 80 | -69 | 6.3 | -0.3 |
CZA | Invesco Zacks Mid-Cap ETF | 9.2 | 72 | -61 | 5.8 | -0.8 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 9.1 | 60 | -49 | 6.3 | -0.3 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 9.1 | 20 | -9 | 9.6 | +3.1 |
LGLV | SPDR SSGA US Large Cap Low Volatility Index ETF | 9.0 | 12 | -1 | 5.4 | -1.1 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 8.9 | 30 | -19 | 8.6 | +2.0 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 8.9 | 24 | -13 | 7.9 | +1.3 |
DON | WisdomTree U.S. MidCap Dividend Fund | 8.8 | 38 | -27 | 8.3 | +1.7 |
ULVM | VictoryShares US Value Momentum ETF | 8.7 | 20 | -9 | 7.2 | +0.7 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 8.5 | 29 | -18 | 7.3 | +0.7 |
IWN | iShares Russell 2000 Value ETF | 8.4 | 24 | -13 | 5.1 | -1.5 |
VTWV | Vanguard Russell 2000 Value ETF | 8.2 | 15 | -4 | 5.1 | -1.4 |
UTRN | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF | 8.2 | 75 | -64 | 4.9 | -1.7 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 7.9 | 18 | -7 | 7.7 | +1.2 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 7.8 | 10 | 1 | 4.3 | -2.2 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 7.7 | 18 | -7 | 7.9 | +1.3 |
PSCF | Invesco S&P SmallCap Financials ETF | 7.7 | 29 | -18 | 8.5 | +2.0 |
AGNG | Global X Aging Population ETF | 7.7 | 50 | -39 | 4.1 | -2.5 |
BWEB | Bitwise Web3 ETF | 7.7 | 85 | -74 | 0.6 | -6.0 |
CVY | Invesco Zacks Multi-Asset Income ETF | 7.6 | 106 | -95 | 9.0 | +2.5 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 7.6 | 15 | -4 | 7.9 | +1.4 |
MILN | Global X Millennial Consumer ETF | 7.5 | 50 | -39 | 2.5 | -4.1 |
IWS | iShares Russell Mid-Cap Value ETF | 7.5 | 23 | -12 | 6.5 | -0.1 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 7.5 | 6 | 5 | 7.9 | +1.4 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 7.5 | 31 | -20 | 6.7 | +0.2 |
FCLD | Fidelity Cloud Computing ETF | 7.5 | 39 | -28 | 1.6 | -4.9 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 7.2 | 15 | -4 | 7.1 | +0.6 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 7.2 | 39 | -28 | 5.3 | -1.2 |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | 7.2 | 15 | -4 | 5.9 | -0.6 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 7.1 | 20 | -9 | 6.8 | +0.3 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 7.0 | 10 | 1 | 4.4 | -2.2 |
VOE | Vanguard Mid-Cap Value ETF | 7.0 | 7 | 4 | 7.2 | +0.7 |
SPDV | AAM S&P 500 High Dividend Value ETF | 6.9 | 29 | -18 | 10.1 | +3.6 |
FLDZ | RiverNorth Patriot ETF | 6.9 | 75 | -64 | 5.5 | -1.1 |
NIXT | Research Affiliates Deletions ETF | 6.8 | 9 | 2 | 5.4 | -1.1 |
TXS | Texas Capital Texas Equity Index ETF | 6.8 | 49 | -38 | 4.9 | -1.7 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 6.8 | 15 | -4 | 7.2 | +0.7 |
VBR | Vanguard Small Cap Value ETF | 6.8 | 7 | 4 | 8.0 | +1.5 |
FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | 6.5 | 60 | -49 | 9.0 | +2.5 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 6.5 | 25 | -14 | 6.1 | -0.5 |
FDVV | Fidelity High Dividend ETF | 6.5 | 15 | -4 | 8.8 | +2.2 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 6.3 | 12 | -1 | 6.4 | -0.2 |
PY | Principal Value ETF | 6.3 | 15 | -4 | 7.1 | +0.6 |
KBWY | Invesco KBW Premium Yield Equity REIT ETF | 6.2 | 35 | -24 | 11.3 | +4.8 |
AFMC | First Trust Active Factor Mid Cap ETF | 6.2 | 65 | -54 | 6.8 | +0.3 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 6.2 | 49 | -38 | 5.3 | -1.3 |
IJR | iShares Core S&P Small Cap ETF | 6.2 | 6 | 5 | 6.8 | +0.3 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 6.2 | 12 | -1 | 6.5 | -0.1 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 6.2 | 20 | -9 | 6.8 | +0.2 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 6.1 | 4 | 7 | 5.8 | -0.8 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 6.1 | 15 | -4 | 7.8 | +1.2 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 6.1 | 24 | -13 | 7.0 | +0.4 |
ERTH | Invesco MSCI Sustainable Future ETF | 6.1 | 62 | -51 | 3.6 | -3.0 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 6.0 | 3 | 8 | 6.9 | +0.3 |
VO | Vanguard Mid-Cap ETF | 5.9 | 4 | 7 | 5.4 | -1.2 |
IWR | iShares Russell Midcap ETF | 5.8 | 19 | -8 | 5.5 | -1.1 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 5.8 | 15 | -4 | 6.9 | +0.3 |
IJH | iShares Core S&P Mid-Cap ETF | 5.8 | 5 | 6 | 6.5 | -0.1 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 5.8 | 38 | -27 | 8.2 | +1.7 |
STXM | Strive Mid-Cap ETF | 5.7 | 18 | -7 | 6.1 | -0.4 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 5.7 | 18 | -7 | 4.8 | -1.8 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 5.7 | 9 | 2 | 3.3 | -3.2 |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 5.6 | 3 | 8 | 6.5 | -0.0 |
MDY | SPDR S&P Midcap 400 ETF Trust | 5.6 | 24 | -13 | 6.3 | -0.3 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 5.6 | 10 | 1 | 6.7 | +0.2 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 5.6 | 15 | -4 | 4.8 | -1.7 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 5.5 | 10 | 1 | 6.5 | -0.1 |
FSMD | Fidelity Small-Mid Multifactor ETF | 5.5 | 15 | -4 | 6.4 | -0.1 |
SCHM | Schwab U.S. Mid-Cap ETF | 5.5 | 4 | 7 | 6.0 | -0.5 |
FMET | Fidelity Metaverse ETF | 5.5 | 39 | -28 | 5.0 | -1.5 |
VB | Vanguard Small-Cap ETF | 5.5 | 5 | 6 | 5.0 | -1.6 |
IMCB | iShares Morningstar Mid-Cap ETF | 5.5 | 4 | 7 | 5.7 | -0.8 |
ISCV | iShares Morningstar Small Cap Value ETF | 5.5 | 6 | 5 | 8.0 | +1.4 |
ISMD | Inspire Small/Mid Cap ETF | 5.4 | 54 | -43 | 4.3 | -2.2 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 5.4 | 15 | -4 | 7.7 | +1.2 |
BMVP | Invesco Bloomberg MVP Multi-factor ETF | 5.4 | 29 | -18 | 6.5 | -0.0 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 5.4 | 25 | -14 | 5.2 | -1.4 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 5.4 | 12 | -1 | 7.6 | +1.0 |
JHDV | John Hancock U.S. High Dividend ETF | 5.4 | 34 | -23 | 6.8 | +0.3 |
SPLV | Invesco S&P 500 Low Volatility ETF | 5.3 | 25 | -14 | 5.2 | -1.4 |
STXK | Strive Small-Cap ETF | 5.2 | 18 | -7 | 5.2 | -1.4 |
PTL | Inspire 500 ETF | 5.2 | 9 | 2 | 5.7 | -0.8 |
BLES | Inspire Global Hope ETF | 5.2 | 61 | -50 | 6.5 | -0.0 |
BEDZ | AdvisorShares Hotel ETF | 5.2 | 100 | -89 | 0.2 | -6.4 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 5.1 | 39 | -28 | 9.4 | +2.8 |
HAPY | Harbor Human Capital Factor Unconstrained ETF | 5.1 | 50 | -39 | 4.4 | -2.2 |
IJS | iShares S&P Small-Cap 600 Value ETF | 5.1 | 18 | -7 | 8.7 | +2.2 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 5.1 | 25 | -14 | 7.2 | +0.7 |
IGPT | Invesco AI and Next Gen Software ETF | 5.0 | 60 | -49 | 3.9 | -2.7 |
RSP | Invesco S&P 500 Equal Weight ETF | 5.0 | 20 | -9 | 6.5 | -0.1 |
SIZE | iShares MSCI USA Size Factor ETF | 5.0 | 15 | -4 | 6.1 | -0.5 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 5.0 | 4 | 7 | 5.4 | -1.2 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 4.9 | 15 | -4 | 8.8 | +2.2 |
RSSL | Global X Russell 2000 ETF | 4.9 | 8 | 3 | 2.7 | -3.8 |
EUSA | iShares MSCI USA Equal Weighted ETF | 4.9 | 9 | 2 | 6.1 | -0.5 |
VOT | Vanguard Mid-Cap Growth ETF | 4.9 | 7 | 4 | 3.3 | -3.3 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 4.8 | 70 | -59 | 2.8 | -3.8 |
ISCB | iShares Morningstar Small-Cap ETF | 4.8 | 4 | 7 | 5.2 | -1.4 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 4.8 | 61 | -50 | 4.7 | -1.8 |
FCPI | Fidelity Stocks for Inflation ETF | 4.8 | 15 | -4 | 7.8 | +1.3 |
SCHA | Schwab U.S. Small-Cap ETF | 4.7 | 4 | 7 | 4.5 | -2.0 |
NUSC | Nuveen ESG Small-Cap ETF | 4.7 | 31 | -20 | 5.2 | -1.4 |
PSC | Principal U.S. Small-Cap ETF | 4.7 | 38 | -27 | 5.5 | -1.1 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 4.7 | 64 | -53 | 1.9 | -4.7 |
NUDV | Nuveen ESG Dividend ETF | 4.7 | 26 | -15 | 7.4 | +0.9 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 4.7 | 15 | -4 | 7.3 | +0.7 |
SRET | Global X SuperDividend REIT ETF | 4.6 | 59 | -48 | 10.1 | +3.5 |
SFYX | SoFi Next 500 ETF | 4.6 | 0 | 11 | 4.8 | -1.8 |
IWM | iShares Russell 2000 ETF | 4.5 | 19 | -8 | 2.9 | -3.6 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 4.5 | 59 | -48 | 2.5 | -4.0 |
SMLF | iShares U.S. SmallCap Equity Factor ETF | 4.5 | 15 | -4 | 4.7 | -1.8 |
BEEZ | Honeytree U.S. Equity ETF | 4.5 | 64 | -53 | 4.9 | -1.7 |
QDF | FlexShares Quality Dividend Index Fund | 4.4 | 37 | -26 | 6.1 | -0.4 |
TBG | TBG Dividend Focus ETF | 4.4 | 59 | -48 | 6.9 | +0.4 |
VTWO | Vanguard Russell 2000 ETF | 4.4 | 10 | 1 | 3.0 | -3.5 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 4.4 | 39 | -28 | 4.3 | -2.3 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 4.4 | 25 | -14 | 5.6 | -0.9 |
DHS | WisdomTree U.S. High Dividend Fund | 4.3 | 38 | -27 | 7.8 | +1.3 |
DTD | WisdomTree U.S. Total Dividend Fund | 4.3 | 28 | -17 | 6.0 | -0.5 |
CGDG | Capital Group Dividend Growers ETF | 4.3 | 47 | -36 | 6.4 | -0.2 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 4.3 | 7 | 4 | 5.7 | -0.8 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 4.2 | 28 | -17 | 5.8 | -0.8 |
SDY | SPDR S&P Dividend ETF | 4.2 | 35 | -24 | 6.4 | -0.2 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 4.2 | 9 | 2 | 5.9 | -0.6 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 4.2 | 6 | 5 | 2.2 | -4.3 |
FMDE | Fidelity Enhanced Mid Cap ETF | 4.2 | 23 | -12 | 5.5 | -1.1 |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 4.2 | 17 | -6 | 4.9 | -1.7 |
POWA | Invesco Bloomberg Pricing Power ETF | 4.1 | 40 | -29 | 5.4 | -1.1 |
JHMM | John Hancock Multifactor Mid Cap ETF | 4.0 | 42 | -31 | 6.1 | -0.4 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 3.9 | 20 | -9 | 7.8 | +1.3 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 3.9 | 17 | -6 | 5.1 | -1.5 |
VBK | Vanguard Small-Cap Growth ETF | 3.9 | 7 | 4 | 1.1 | -5.4 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 3.9 | 50 | -39 | 7.1 | +0.5 |
XDAT | Franklin Exponential Data ETF | 3.9 | 50 | -39 | 3.3 | -3.3 |
KONG | Formidable Fortress ETF | 3.9 | 89 | -78 | 5.7 | -0.9 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 3.9 | 15 | -4 | 6.0 | -0.6 |
IWD | iShares Russell 1000 Value ETF | 3.9 | 19 | -8 | 6.2 | -0.4 |
SIXL | ETC 6 Meridian Low Beta Equity ETF | 3.9 | 80 | -69 | 5.8 | -0.8 |
VXF | Vanguard Extended Market ETF | 3.9 | 6 | 5 | 3.5 | -3.1 |
WCEO | Hypatia Women CEO ETF | 3.8 | 85 | -74 | 4.7 | -1.9 |
VONV | Vanguard Russell 1000 Value ETF | 3.8 | 8 | 3 | 6.3 | -0.2 |
SMMV | iShares MSCI USA Small-Cap Min Vol Factor ETF | 3.8 | 20 | -9 | 5.1 | -1.4 |
GVUS | Marketbeta Russell 1000 Value Equity ETF | 3.8 | 12 | -1 | 6.2 | -0.3 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 3.8 | 15 | -4 | 5.1 | -1.4 |
JHSC | John Hancock Multifactor Small Cap ETF | 3.7 | 42 | -31 | 6.3 | -0.2 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 3.7 | 37 | -26 | 6.1 | -0.5 |
VICE | AdvisorShares Vice ETF | 3.7 | 99 | -88 | 5.1 | -1.5 |
BJK | VanEck Gaming ETF | 3.7 | 65 | -54 | 1.5 | -5.0 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 3.6 | 20 | -9 | 4.5 | -2.0 |
FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 3.6 | 30 | -19 | 7.9 | +1.4 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 3.6 | 6 | 5 | 3.7 | -2.8 |
SNPV | Xtrackers S&P 500 Value ESG ETF | 3.6 | 15 | -4 | 6.5 | -0.0 |
SCHV | Schwab U.S. Large-Cap Value ETF | 3.5 | 4 | 7 | 6.5 | -0.1 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 3.5 | 35 | -24 | 6.3 | -0.3 |
OSCV | Opus Small Cap Value ETF | 3.5 | 79 | -68 | 6.2 | -0.3 |
TMFG | Motley Fool Global Opportunities ETF | 3.5 | 85 | -74 | 3.6 | -3.0 |
CLOU | Global X Cloud Computing ETF | 3.5 | 68 | -57 | 1.7 | -4.9 |
SMMD | iShares Russell 2500 ETF | 3.5 | 15 | -4 | 5.6 | -0.9 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 3.5 | 10 | 1 | 5.4 | -1.2 |
AFLG | First Trust Active Factor Large Cap ETF | 3.4 | 55 | -44 | 6.1 | -0.4 |
MAGA | Point Bridge America First ETF | 3.4 | 72 | -61 | 6.1 | -0.4 |
MBOX | Freedom Day Dividend ETF | 3.4 | 39 | -28 | 7.6 | +1.1 |
JOET | Virtus Terranova US Quality Momentum ETF | 3.4 | 29 | -18 | 4.4 | -2.2 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 3.4 | 15 | -4 | 5.9 | -0.7 |
EES | WisdomTree U.S. SmallCap Fund | 3.3 | 38 | -27 | 7.2 | +0.7 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 3.3 | 60 | -49 | 4.0 | -2.6 |
VOOV | Vanguard S&P 500 Value ETF | 3.3 | 10 | 1 | 6.6 | +0.0 |
USXF | iShares ESG Advanced MSCI USA ETF | 3.3 | 10 | 1 | 5.1 | -1.5 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 3.3 | 71 | -60 | -0.4 | -7.0 |
STXV | Strive 1000 Value ETF | 3.3 | 18 | -7 | 7.7 | +1.2 |
SCAP | InfraCap Small Cap Income ETF | 3.3 | 135 | -124 | 8.3 | +1.7 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 3.2 | 55 | -44 | 4.3 | -2.3 |
ROSC | Hartford Multifactor Small Cap ETF | 3.2 | 34 | -23 | 8.5 | +1.9 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 3.2 | 60 | -49 | 7.0 | +0.5 |
QUVU | Hartford Quality Value ETF | 3.2 | 46 | -35 | 6.5 | -0.0 |
BDIV | AAM Brentview Dividend Growth ETF | 3.1 | 49 | -38 | 4.4 | -2.2 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 3.1 | 12 | -1 | 4.6 | -1.9 |
CRUZ | Defiance Hotel Airline and Cruise ETF | 3.1 | 45 | -34 | -4.3 | -10.9 |
KNCT | Invesco Next Gen Connectivity ETF | 3.1 | 40 | -29 | 4.6 | -2.0 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 3.1 | 73 | -62 | 8.2 | +1.6 |
TEKX | SPDR Galaxy Transformative Tech Accelerators ETF | 3.0 | 65 | -54 | 0.6 | -5.9 |
GURU | Global X Guru Index ETF | 3.0 | 75 | -64 | 1.7 | -4.8 |
JPEF | JPMorgan Equity Focus ETF | 3.0 | 50 | -39 | 3.9 | -2.7 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 3.0 | 70 | -59 | 4.4 | -2.2 |
SWP | SWP Growth & Income ETF | 2.9 | 99 | -88 | 4.2 | -2.4 |
REVS | Columbia Research Enhanced Value ETF | 2.9 | 19 | -8 | 7.4 | +0.8 |
QLC | FlexShares US Quality Large Cap Index Fund | 2.9 | 25 | -14 | 5.4 | -1.1 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 2.9 | 60 | -49 | 5.9 | -0.7 |
HDUS | Hartford Disciplined US Equity ETF | 2.8 | 19 | -8 | 5.8 | -0.8 |
GLBL | Pacer MSCI World Industry Advantage ETF | 2.8 | 65 | -54 | 4.5 | -2.1 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 2.8 | 59 | -48 | 5.7 | -0.8 |
FLQS | Franklin U.S. Small Cap Multifactor Index ETF | 2.8 | 35 | -24 | 6.0 | -0.5 |
VEGN | US Vegan Climate ETF | 2.8 | 60 | -49 | 4.4 | -2.2 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 2.8 | 65 | -54 | 5.1 | -1.5 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 2.8 | 60 | -49 | 4.9 | -1.6 |
EZM | WisdomTree U.S. MidCap Fund | 2.8 | 38 | -27 | 8.4 | +1.9 |
RFFC | ALPS Active Equity Opportunity ETF | 2.7 | 48 | -37 | 4.3 | -2.3 |
BGIG | Bahl & Gaynor Income Growth ETF | 2.7 | 45 | -34 | 5.1 | -1.5 |
PRF | Invesco FTSE RAFI US 1000 ETF | 2.7 | 39 | -28 | 6.8 | +0.3 |
DIVB | iShares Core Dividend ETF | 2.6 | 5 | 6 | 7.5 | +0.9 |
DIV | Global X SuperDividend US ETF | 2.6 | 45 | -34 | 7.8 | +1.3 |
VTV | Vanguard Value ETF | 2.6 | 4 | 7 | 6.6 | +0.1 |
FELV | Fidelity Enhanced Large Cap Value ETF | 2.5 | 18 | -7 | 6.4 | -0.2 |
SSPY | Syntax Stratified LargeCap ETF | 2.5 | 30 | -19 | 6.7 | +0.2 |
IUSV | iShares Core S&P US Value ETF | 2.5 | 4 | 7 | 6.4 | -0.2 |
CVAR | Cultivar ETF | 2.5 | 87 | -76 | 7.1 | +0.5 |
NXTG | First Trust Indxx NextG ETF | 2.5 | 70 | -59 | 6.4 | -0.2 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 2.5 | 75 | -64 | 5.7 | -0.9 |
SHUS | Syntax Stratified U.S. Total Market Hedged ETF | 2.5 | 65 | -54 | 6.3 | -0.2 |
KLMN | Invesco MSCI North America Climate ETF | 2.5 | 9 | 2 | -0.1 | -6.6 |
JAVA | JPMorgan Active Value ETF | 2.5 | 44 | -33 | 5.7 | -0.8 |
PFI | Invesco Dorsey Wright Financial Momentum ETF | 2.5 | 60 | -49 | 5.1 | -1.5 |
RJMG | FT Raymond James Multicap Growth Equity ETF | 2.5 | 85 | -74 | 2.1 | -4.5 |
PRN | Invesco Dorsey Wright Industrials Momentum ETF | 2.5 | 60 | -49 | 3.2 | -3.4 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 2.5 | 12 | -1 | 7.3 | +0.8 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 2.5 | 67 | -56 | 8.9 | +2.4 |
IQSU | IQ Candriam U.S. Large Cap Equity ETF | 2.4 | 9 | 2 | 4.8 | -1.8 |
JVAL | JPMorgan U.S. Value Factor ETF | 2.4 | 12 | -1 | 8.3 | +1.7 |
NULV | Nuveen ESG Large-Cap Value ETF | 2.4 | 26 | -15 | 6.4 | -0.2 |
INCE | Franklin Income Equity Focus ETF | 2.4 | 29 | -18 | 5.8 | -0.8 |
MTUM | iShares MSCI USA Momentum Factor ETF | 2.4 | 15 | -4 | 3.8 | -2.7 |
DEUS | Xtrackers Russell US Multifactor ETF | 2.4 | 17 | -6 | 7.0 | +0.4 |
FLRG | Fidelity U.S. Multifactor ETF | 2.4 | 15 | -4 | 7.8 | +1.2 |
XMAG | Defiance Large Cap ex-Mag 7 ETF | 2.3 | 35 | -24 | 5.0 | -1.6 |
VLU | SPDR S&P 1500 Value Tilt ETF | 2.3 | 12 | -1 | 6.7 | +0.1 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 2.3 | 50 | -39 | 8.1 | +1.6 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 2.3 | 9 | 2 | 5.2 | -1.4 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 2.3 | 15 | -4 | 5.6 | -0.9 |
ILCV | iShares Morningstar Value ETF | 2.3 | 4 | 7 | 6.3 | -0.2 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 2.3 | 18 | -7 | 6.5 | -0.1 |
ETHO | Etho Climate Leadership U.S. ETF | 2.3 | 47 | -36 | 3.5 | -3.1 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 2.3 | 65 | -54 | 4.9 | -1.6 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 2.2 | 52 | -41 | 5.4 | -1.2 |
FESM | Fidelity Enhanced Small Cap ETF | 2.2 | 28 | -17 | 1.5 | -5.1 |
IVE | iShares S&P 500 Value ETF | 2.2 | 18 | -7 | 6.1 | -0.4 |
ESGV | Vanguard ESG U.S. Stock ETF | 2.2 | 9 | 2 | 4.8 | -1.8 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2.2 | 4 | 7 | 6.3 | -0.3 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 2.2 | 47 | -36 | 5.7 | -0.8 |
CVLC | Calvert US Large-Cap Core Responsible Index ETF | 2.2 | 15 | -4 | 4.9 | -1.6 |
KVLE | KraneShares Value Line Dynamic Dividend Equity Index ETF | 2.2 | 56 | -45 | 6.5 | -0.0 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 2.1 | 20 | -9 | 6.6 | +0.1 |
BFGFX | Baron Focused Growth Retail | 2.1 | 75 | -64 | 2.9 | -3.7 |
TECB | iShares U.S. Tech Breakthrough Multisector ETF | 2.1 | 40 | -29 | 3.6 | -3.0 |
AFSM | First Trust Active Factor Small Cap ETF | 2.1 | 75 | -64 | 6.1 | -0.5 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 2.1 | 60 | -49 | 5.7 | -0.8 |
CHGX | AXS Change Finance ESG ETF | 2.1 | 49 | -38 | 5.4 | -1.1 |
SMAP | Amplify Small-Mid Cap Equity ETF | 2.1 | 60 | -49 | 5.0 | -1.6 |
NULC | Nuveen ESG Large-Cap ETF | 2.1 | 21 | -10 | 4.9 | -1.6 |
DSI | iShares MSCI KLD 400 Social ETF | 2.0 | 25 | -14 | 5.2 | -1.4 |
STXD | Strive 1000 Dividend Growth ETF | 2.0 | 35 | -24 | 5.2 | -1.4 |
USMF | WisdomTree U.S. Multifactor Fund | 2.0 | 28 | -17 | 6.4 | -0.1 |
FSST | Fidelity Sustainable U.S. Equity ETF | 2.0 | 59 | -48 | 1.9 | -4.6 |
FCFY | First Trust S&P 500 Diversified Free Cash Flow ETF | 2.0 | 60 | -49 | 8.7 | +2.1 |
SHE | SPDR MSCI USA Gender Diversity ETF | 2.0 | 20 | -9 | 4.7 | -1.9 |
IWV | iShares Russell 3000 ETF | 2.0 | 20 | -9 | 4.6 | -1.9 |
FVAL | Fidelity Value Factor ETF | 2.0 | 15 | -4 | 6.9 | +0.3 |
ROE | Astoria US Quality Kings ETF | 2.0 | 49 | -38 | 7.3 | +0.7 |
VTI | Vanguard Total Stock Market ETF | 2.0 | 3 | 8 | 4.8 | -1.8 |
SPDG | SPDR Portfolio S&P Sector Neutral Dividend ETF | 2.0 | 5 | 6 | 7.2 | +0.6 |
VTHR | Vanguard Russell 3000 ETF | 1.9 | 10 | 1 | 4.8 | -1.8 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 1.9 | 25 | -14 | 5.2 | -1.3 |
CGUS | Capital Group Core Equity ETF | 1.9 | 33 | -22 | 4.3 | -2.2 |
SCHB | Schwab U.S. Broad Market ETF | 1.9 | 3 | 8 | 4.9 | -1.7 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 1.9 | 3 | 8 | 4.8 | -1.8 |
APUE | ActivePassive U.S. Equity ETF | 1.9 | 45 | -34 | 4.7 | -1.9 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 1.9 | 12 | -1 | 4.5 | -2.0 |
VLUE | iShares MSCI USA Value Factor ETF | 1.9 | 15 | -4 | 10.5 | +3.9 |
JHML | John Hancock Multifactor Large Cap ETF | 1.9 | 29 | -18 | 5.3 | -1.2 |
FDMO | Fidelity Momentum Factor ETF | 1.9 | 15 | -4 | 3.9 | -2.7 |
IWX | iShares Russell Top 200 Value ETF | 1.9 | 20 | -9 | 6.0 | -0.5 |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 1.9 | 3 | 8 | 5.1 | -1.4 |
QLV | FlexShares US Quality Low Volatility Index Fund | 1.9 | 22 | -11 | 5.7 | -0.8 |
ADME | Aptus Drawdown Managed Equity ETF | 1.9 | 79 | -68 | 4.1 | -2.5 |
XSMO | Invesco S&P SmallCap Momentum ETF | 1.9 | 39 | -28 | 7.2 | +0.6 |
FQAL | Fidelity Quality Factor ETF | 1.9 | 15 | -4 | 5.8 | -0.7 |
YALL | God Bless America ETF | 1.9 | 65 | -54 | 3.5 | -3.0 |
AUSF | Global X Adaptive U.S. Factor ETF | 1.8 | 27 | -16 | 9.2 | +2.7 |
IWB | iShares Russell 1000 ETF | 1.8 | 15 | -4 | 4.8 | -1.7 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 1.8 | 29 | -18 | 6.4 | -0.2 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 1.8 | 18 | -7 | 5.6 | -1.0 |
VONE | Vanguard Russell 1000 ETF | 1.8 | 8 | 3 | 4.9 | -1.6 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 1.8 | 12 | -1 | 4.3 | -2.2 |
FDLO | Fidelity Low Volatility Factor ETF | 1.8 | 15 | -4 | 5.3 | -1.2 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 1.8 | 59 | -48 | 3.6 | -3.0 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 1.8 | 75 | -64 | 4.6 | -1.9 |
SCHK | Schwab 1000 Index ETF | 1.8 | 5 | 6 | 4.9 | -1.6 |
USCL | iShares Climate Conscious & Transition MSCI USA ETF | 1.8 | 8 | 3 | 4.9 | -1.7 |
KLMT | Invesco MSCI Global Climate 500 ETF | 1.8 | 10 | 1 | 5.2 | -1.3 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 1.8 | 60 | -49 | 7.1 | +0.5 |
IYY | iShares Dow Jones U.S. ETF | 1.8 | 20 | -9 | 4.8 | -1.8 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 1.8 | 15 | -4 | 4.6 | -1.9 |
XVV | iShares ESG Screened S&P 500 ETF | 1.8 | 8 | 3 | 4.9 | -1.7 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 1.8 | 9 | 2 | 4.7 | -1.9 |
NUMG | Nuveen ESG Mid-Cap Growth ETF | 1.8 | 31 | -20 | 2.0 | -4.6 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 1.8 | 40 | -29 | 6.7 | +0.1 |
UDI | USCF Dividend Income Fund | 1.7 | 65 | -54 | 7.3 | +0.8 |
FDRR | Fidelity Dividend ETF for Rising Rates | 1.7 | 15 | -4 | 7.4 | +0.9 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 1.7 | 11 | 0 | 4.9 | -1.7 |
FDWM | Fidelity Women's Leadership ETF | 1.7 | 59 | -48 | 4.7 | -1.9 |
SCHX | Schwab U.S. Large-Cap ETF | 1.7 | 3 | 8 | 4.9 | -1.6 |
QDIV | Global X S&P 500 Quality Dividend ETF | 1.7 | 20 | -9 | 8.7 | +2.1 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 1.7 | 7 | 4 | 4.9 | -1.7 |
HLGE | Hartford Longevity Economy ETF | 1.7 | 44 | -33 | 6.0 | -0.5 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 1.7 | 14 | -3 | 4.9 | -1.7 |
PBUS | Invesco MSCI USA ETF | 1.7 | 4 | 7 | 4.9 | -1.6 |
SNPE | Xtrackers S&P 500 ESG ETF | 1.7 | 10 | 1 | 5.1 | -1.4 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 1.7 | 25 | -14 | 6.9 | +0.4 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 1.7 | 11 | 0 | 4.8 | -1.8 |
HAPI | Harbor Human Capital Factor US Large Cap ETF | 1.7 | 36 | -25 | 4.6 | -2.0 |
ILCB | iShares Morningstar U.S. Equity ETF | 1.7 | 3 | 8 | 4.9 | -1.7 |
LRGC | AB US Large Cap Strategic Equities ETF | 1.7 | 48 | -37 | 4.6 | -2.0 |
SDIV | Global X Superdividend ETF | 1.7 | 58 | -47 | 13.3 | +6.8 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 1.6 | 20 | -9 | 4.8 | -1.8 |
JQUA | JPMorgan U.S. Quality Factor ETF | 1.6 | 12 | -1 | 5.9 | -0.7 |
LRGF | iShares U.S. Equity Factor ETF | 1.6 | 8 | 3 | 5.6 | -1.0 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 1.6 | 9 | 2 | 4.9 | -1.7 |
IVV | iShares Core S&P 500 ETF | 1.6 | 3 | 8 | 5.0 | -1.5 |
SPY | SPDR S&P 500 ETF Trust | 1.6 | 9 | 2 | 4.9 | -1.6 |
SPLG | SPDR Portfolio S&P 500 ETF | 1.6 | 2 | 9 | 5.0 | -1.5 |
JEPI | JPMorgan Equity Premium Income ETF | 1.6 | 35 | -24 | 5.3 | -1.2 |
VOO | Vanguard S&P 500 ETF | 1.6 | 3 | 8 | 5.0 | -1.5 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 1.6 | 39 | -28 | 7.7 | +1.1 |
WDIV | SPDR S&P Global Dividend ETF | 1.6 | 40 | -29 | 9.6 | +3.0 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 1.6 | 2 | 9 | 4.9 | -1.6 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 1.6 | 29 | -18 | 4.9 | -1.7 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 1.6 | 70 | -59 | 10.5 | +3.9 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 1.5 | 39 | -28 | 7.9 | +1.4 |
QUAL | iShares MSCI USA Quality Factor ETF | 1.5 | 15 | -4 | 5.5 | -1.0 |
VV | Vanguard Large-Cap ETF | 1.5 | 4 | 7 | 4.9 | -1.7 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 1.5 | 55 | -44 | 4.6 | -1.9 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 1.5 | 0 | 11 | 4.9 | -1.6 |
JGLO | JPMorgan Global Select Equity ETF | 1.5 | 33 | -22 | 4.6 | -2.0 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 1.5 | 20 | -9 | 4.9 | -1.6 |
STRV | Strive 500 ETF | 1.5 | 5 | 6 | 4.9 | -1.7 |
PFM | Invesco Dividend Achievers ETF | 1.5 | 53 | -42 | 5.3 | -1.3 |
WLDR | Affinity World Leaders Equity ETF | 1.5 | 67 | -56 | 7.5 | +1.0 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 1.5 | 7 | 4 | 4.9 | -1.7 |
ROUS | Hartford Multifactor US Equity ETF | 1.5 | 19 | -8 | 7.1 | +0.6 |
VOTE | TCW Transform 500 ETF | 1.4 | 5 | 6 | 4.9 | -1.7 |
DEMZ | Democratic Large Cap Core ETF | 1.4 | 45 | -34 | 4.5 | -2.1 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 1.4 | 30 | -19 | 6.3 | -0.3 |
HAPS | Harbor Human Capital Factor US Small Cap ETF | 1.4 | 60 | -49 | 3.0 | -3.6 |
SUSL | iShares ESG MSCI USA Leaders ETF | 1.4 | 10 | 1 | 5.3 | -1.3 |
TMFM | Motley Fool Mid-Cap Growth ETF | 1.4 | 85 | -74 | 4.4 | -2.2 |
MDLV | Morgan Dempsey Large Cap Value ETF | 1.4 | 58 | -47 | 8.0 | +1.5 |
SIXG | Defiance Connective Technologies ETF | 1.4 | 30 | -19 | 4.8 | -1.8 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 1.4 | 60 | -49 | 6.0 | -0.6 |
SFY | SoFi Select 500 ETF | 1.4 | 0 | 11 | 4.6 | -2.0 |
FVD | First Trust Value Line Dividend Index Fund | 1.4 | 65 | -54 | 6.4 | -0.1 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 1.4 | 59 | -48 | 8.7 | +2.2 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 1.4 | 10 | 1 | 5.3 | -1.3 |
DVND | Touchstone Dividend Select ETF | 1.4 | 67 | -56 | 5.7 | -0.8 |
LSAF | LeaderShares AlphaFactor US Core Equity ETF | 1.3 | 75 | -64 | 6.7 | +0.2 |
VALQ | American Century U.S. Quality Value ETF | 1.3 | 29 | -18 | 7.1 | +0.5 |
FLOW | Global X U.S. Cash Flow Kings 100 ETF | 1.3 | 25 | -14 | 10.1 | +3.6 |
FNDX | Schwab Fundamental US Large Co. Index ETF | 1.3 | 25 | -14 | 7.0 | +0.5 |
TOK | iShares MSCI Kokusai ETF | 1.3 | 26 | -15 | 4.9 | -1.6 |
RVRB | Reverb ETF | 1.3 | 30 | -19 | 4.7 | -1.9 |
SIXA | ETC 6 Meridian Mega Cap Equity ETF | 1.3 | 80 | -69 | 6.6 | +0.1 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.3 | 9 | 2 | 5.1 | -1.5 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 1.3 | 75 | -64 | 4.9 | -1.6 |
AMOM | Qraft AI-Enhanced U.S. Large Cap Momentum ETF | 1.3 | 75 | -64 | 2.5 | -4.0 |
STXG | Strive 1000 Growth ETF | 1.3 | 18 | -7 | 4.0 | -2.5 |
DGT | SPDR Global Dow ETF | 1.3 | 50 | -39 | 6.4 | -0.1 |
FIVG | Defiance Next Gen Connectivity ETF | 1.3 | 30 | -19 | 5.3 | -1.3 |
INRO | iShares U.S. Industry Rotation Active ETF | 1.3 | 42 | -31 | 4.5 | -2.1 |
URTH | iShares MSCI World ETF | 1.3 | 24 | -13 | 5.0 | -1.5 |
VT | Vanguard Total World Stock ETF | 1.3 | 7 | 4 | 5.4 | -1.1 |
RAFE | PIMCO RAFI ESG U.S. ETF | 1.2 | 29 | -18 | 7.6 | +1.1 |
ACVF | American Conservative Values ETF | 1.2 | 75 | -64 | 4.3 | -2.2 |
IUSG | iShares Core S&P U.S. Growth ETF | 1.2 | 4 | 7 | 4.1 | -2.4 |
SVAL | iShares US Small Cap Value Factor ETF | 1.2 | 20 | -9 | 10.3 | +3.8 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.2 | 9 | 2 | 5.2 | -1.3 |
OPTZ | Optimize Strategy Index ETF | 1.2 | 50 | -39 | 3.1 | -3.5 |
SPGP | Invesco S&P 500 GARP ETF | 1.2 | 34 | -23 | 8.6 | +2.1 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 1.2 | 9 | 2 | 5.4 | -1.2 |
SUSA | iShares MSCI USA ESG Select ETF | 1.2 | 25 | -14 | 5.1 | -1.5 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.2 | 20 | -9 | 5.1 | -1.4 |
XMVM | Invesco S&P MidCap Value with Momentum ETF | 1.2 | 39 | -28 | 8.6 | +2.0 |
RECS | Columbia Research Enhanced Core ETF | 1.1 | 15 | -4 | 5.9 | -0.7 |
ILCG | iShares Morningstar Growth ETF | 1.1 | 4 | 7 | 3.8 | -2.7 |
BPTRX | Baron Partners Retail | 1.1 | 75 | -64 | 2.8 | -3.8 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 1.1 | 39 | -28 | 7.8 | +1.2 |
RPV | Invesco S&P 500 Pure Value ETF | 1.1 | 35 | -24 | 12.2 | +5.6 |
ESGU | iShares ESG Aware MSCI USA ETF | 1.1 | 15 | -4 | 4.9 | -1.6 |
ACWI | iShares MSCI ACWI ETF | 1.1 | 32 | -21 | 5.1 | -1.4 |
DWAS | Invesco Dorsey Wright SmallCap Momentum ETF | 1.1 | 60 | -49 | 1.5 | -5.0 |
RZG | Invesco S&P Smallcap 600 Pure Growth ETF | 1.1 | 35 | -24 | 2.6 | -4.0 |
RSMC | Rockefeller U.S. Small-Mid Cap ETF | 1.1 | 75 | -64 | 5.5 | -1.1 |
IVW | iShares S&P 500 Growth ETF | 1.1 | 18 | -7 | 4.0 | -2.6 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 1.1 | 4 | 7 | 4.1 | -2.5 |
GSPY | Gotham Enhanced 500 ETF | 1.1 | 50 | -39 | 5.1 | -1.5 |
SFYF | SoFi Social 50 ETF | 1.1 | 29 | -18 | -1.9 | -8.5 |
RPG | Invesco S&P 500 Pure Growth ETF | 1.0 | 35 | -24 | 1.5 | -5.0 |
AIEQ | AI Powered Equity ETF | 1.0 | 75 | -64 | 4.9 | -1.6 |
IWP | iShares Russell Mid-Cap Growth ETF | 1.0 | 23 | -12 | 3.1 | -3.5 |
MGV | Vanguard Mega Cap Value ETF | 1.0 | 7 | 4 | 6.4 | -0.2 |
EQWL | Invesco S&P 100 Equal Weight ETF | 1.0 | 25 | -14 | 6.4 | -0.1 |
DIVD | Altrius Global Dividend ETF Altrius Global Divid ETF | 1.0 | 49 | -38 | 10.5 | +3.9 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 1.0 | 80 | -69 | 4.3 | -2.3 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 1.0 | 49 | -38 | 4.7 | -1.9 |
DTEC | ALPS Disruptive Technologies ETF | 1.0 | 50 | -39 | 3.3 | -3.3 |
TMAT | Main Thematic Innovation ETF | 1.0 | 164 | -153 | -1.3 | -7.9 |
ESG | FlexShares Trust FlexShares STOXX US ESG Select Index Fund | 1.0 | 32 | -21 | 4.6 | -1.9 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 0.9 | 40 | -29 | 6.9 | +0.3 |
BARAX | Baron Asset Retail | 0.9 | 75 | -64 | 3.6 | -3.0 |
FDFF | Fidelity Disruptive Finance ETF | 0.9 | 50 | -39 | 3.3 | -3.2 |
EPS | WisdomTree U.S. LargeCap Fund | 0.9 | 8 | 3 | 5.6 | -1.0 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.9 | 45 | -34 | 4.7 | -1.8 |
SPHB | Invesco S&P 500 High Beta ETF | 0.8 | 25 | -14 | 4.7 | -1.8 |
IETC | iShares U.S. Tech Independence Focused ETF | 0.8 | 18 | -7 | 4.3 | -2.3 |
SPMO | Invesco S&P 500 Momentum ETF | 0.8 | 13 | -2 | 3.6 | -2.9 |
HLAL | Wahed FTSE USA Shariah ETF | 0.8 | 50 | -39 | 4.9 | -1.7 |
GLRY | Inspire Faithward Mid Cap Momentum ETF | 0.8 | 80 | -69 | 6.1 | -0.5 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 0.8 | 60 | -49 | 4.9 | -1.6 |
GQQQ | Astoria US Quality Growth Kings ETF | 0.8 | 35 | -24 | 5.1 | -1.4 |
BGDV | Bahl & Gaynor Dividend ETF | 0.8 | 45 | -34 | 4.6 | -1.9 |
TMDV | ProShares Russell US Dividend Growers ETF | 0.8 | 35 | -24 | 6.4 | -0.1 |
IWO | iShares Russell 2000 Growth ETF | 0.8 | 24 | -13 | 0.5 | -6.0 |
VTWG | Vanguard Russell 2000 Growth ETF | 0.8 | 15 | -4 | 0.7 | -5.9 |
VUG | Vanguard Growth ETF | 0.8 | 4 | 7 | 4.0 | -2.5 |
IWC | iShares Micro-Cap ETF | 0.8 | 60 | -49 | -4.6 | -11.2 |
HKND | Humankind US Stock ETF | 0.8 | 11 | 0 | 7.5 | +0.9 |
MVPS | Amplify Thematic All-Stars ETF | 0.7 | 49 | -38 | 2.8 | -3.8 |
IWL | iShares Russell Top 200 ETF | 0.7 | 15 | -4 | 4.7 | -1.9 |
LVOL | American Century Low Volatility ETF | 0.7 | 29 | -18 | 4.8 | -1.8 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.7 | 15 | -4 | 5.7 | -0.8 |
FELC | Fidelity Enhanced Large Cap Core ETF | 0.7 | 18 | -7 | 5.2 | -1.3 |
PDP | Invesco Dorsey Wright Momentum ETF | 0.7 | 62 | -51 | 3.3 | -3.3 |
XSVM | Invesco S&P SmallCap Value with Momentum ETF | 0.7 | 36 | -25 | 9.3 | +2.7 |
BDFIX | Baron Discovery | 0.7 | 75 | -64 | 0.2 | -6.4 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 0.6 | 13 | -2 | 9.8 | +3.3 |
MGC | Vanguard Mega Cap ETF | 0.6 | 7 | 4 | 4.8 | -1.7 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.6 | 19 | -8 | 6.2 | -0.3 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.6 | 42 | -31 | 5.0 | -1.6 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.6 | 30 | -19 | 7.7 | +1.1 |
RWL | Invesco S&P 500 Revenue ETF | 0.6 | 39 | -28 | 7.1 | +0.5 |
GDIV | Harbor Dividend Growth Leaders ETF | 0.6 | 50 | -39 | 5.4 | -1.2 |
TMFS | Motley Fool Small-Cap Growth ETF | 0.6 | 85 | -74 | 3.3 | -3.2 |
KOCG | FIS Knights of Columbus Global Belief ETF | 0.6 | 75 | -64 | 4.7 | -1.9 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 0.5 | 30 | -19 | 10.1 | +3.6 |
PRAY | FIS Christian Stock Fund | 0.5 | 69 | -58 | 6.2 | -0.4 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 0.5 | 15 | -4 | 4.3 | -2.3 |
CGDV | Capital Group Dividend Value ETF | 0.5 | 33 | -22 | 5.0 | -1.6 |
BSCFX | Baron Small Cap Retail | 0.5 | 75 | -64 | 3.5 | -3.1 |
BRNY | Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation | 0.5 | 79 | -68 | 4.6 | -2.0 |
GINN | Goldman Sachs Innovate Equity ETF | 0.5 | 52 | -41 | 2.4 | -4.2 |
PKW | Invesco Buyback Achievers ETF | 0.5 | 62 | -51 | 6.6 | +0.0 |
TMFC | Motley Fool 100 Index ETF | 0.5 | 50 | -39 | 3.7 | -2.9 |
EGUS | iShares ESG Aware MSCI USA Growth ETF | 0.5 | 18 | -7 | 4.3 | -2.2 |
USMV | iShares MSCI USA Min Vol Factor ETF | 0.5 | 15 | -4 | 5.5 | -1.1 |
MGK | Vanguard Mega Cap Growth ETF | 0.5 | 7 | 4 | 4.3 | -2.3 |
FBCV | Fidelity Blue Chip Value ETF | 0.5 | 59 | -48 | 7.4 | +0.8 |
SCDV | Bahl & Gaynor Small Cap Dividend ETF | 0.5 | 70 | -59 | 4.9 | -1.6 |
KRMA | Global X Conscious Companies ETF | 0.5 | 43 | -32 | 5.8 | -0.7 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.4 | 30 | -19 | 6.0 | -0.6 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 0.4 | 21 | -10 | 3.9 | -2.7 |
VOOG | Vanguard S&P 500 Growth ETF | 0.4 | 10 | 1 | 4.5 | -2.1 |
GLOF | iShares Global Equity Factor ETF | 0.4 | 20 | -9 | 6.6 | +0.0 |
CSMD | Congress SMid Growth ETF | 0.4 | 69 | -58 | 4.5 | -2.1 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 0.4 | 35 | -24 | 12.2 | +5.6 |
TMFX | Motley Fool Next Index ETF | 0.4 | 50 | -39 | 2.9 | -3.7 |
FPX | First Trust US Equity Opportunities ETF | 0.4 | 61 | -50 | 0.2 | -6.4 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.4 | 49 | -38 | 5.7 | -0.9 |
VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | 0.4 | 35 | -24 | 6.0 | -0.5 |
VUSE | Vident U.S. Equity Strategy ETF | 0.4 | 50 | -39 | 4.4 | -2.2 |
XMMO | Invesco S&P MidCap Momentum ETF | 0.4 | 34 | -23 | 5.8 | -0.7 |
IUS | Invesco RAFI Strategic US ETF | 0.3 | 19 | -8 | 6.9 | +0.3 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 0.3 | 29 | -18 | 4.3 | -2.3 |
GRPM | Invesco S&P MidCap 400 GARP ETF | 0.3 | 35 | -24 | 8.1 | +1.5 |
OALC | OneAscent Large Cap Core ETF | 0.3 | 86 | -75 | 4.4 | -2.2 |
MGMT | Ballast Small/Mid Cap ETF | 0.3 | 110 | -99 | 7.1 | +0.5 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.3 | 4 | 7 | 4.1 | -2.4 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 0.3 | 35 | -24 | 10.7 | +4.1 |
FBCG | Fidelity Blue Chip Growth ETF | 0.3 | 59 | -48 | 2.8 | -3.8 |
DGRS | WisdomTree US Smallcap Quality Dividend Growth Fund | 0.3 | 38 | -27 | 6.5 | -0.1 |
SIXS | ETC 6 Meridian Small Cap Equity ETF | 0.3 | 89 | -78 | 8.7 | +2.2 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 0.3 | 13 | -2 | 5.6 | -1.0 |
CALF | Pacer US Small Cap Cash Cows 100 ETF | 0.3 | 59 | -48 | 5.2 | -1.4 |
XSHQ | Invesco S&P SmallCap Quality ETF | 0.2 | 29 | -18 | 8.3 | +1.7 |
IEDI | iShares U.S. Consumer Focused ETF | 0.2 | 18 | -7 | 4.8 | -1.7 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.2 | 20 | -9 | 6.0 | -0.6 |
BUYZ | Franklin Disruptive Commerce ETF | 0.2 | 50 | -39 | 1.8 | -4.8 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.2 | 25 | -14 | 5.7 | -0.9 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.2 | 45 | -34 | 3.7 | -2.9 |
GGUS | Marketbeta Russell 1000 Growth Equity ETF | 0.2 | 12 | -1 | 4.6 | -2.0 |
FFLC | Fidelity Fundamental Large Cap Core ETF | 0.2 | 38 | -27 | 4.8 | -1.8 |
MJUS | ETFMG U.S. Alternative Harvest ETF | 0.2 | 76 | -65 | 1.6 | -5.0 |
CNBS | Amplify Seymour Cannabis ETF | 0.2 | 75 | -64 | -45.3 | -51.8 |
MJ | ETFMG Alternative Harvest | 0.2 | 75 | -64 | -45.4 | -51.9 |
OEF | iShares S&P 100 ETF | 0.2 | 20 | -9 | 4.7 | -1.8 |
IWF | iShares Russell 1000 Growth ETF | 0.1 | 19 | -8 | 4.4 | -2.1 |
VONG | Vanguard Russell 1000 Growth ETF | 0.1 | 8 | 3 | 4.6 | -2.0 |
HELX | Franklin Genomic Advancements ETF | 0.1 | 50 | -39 | 0.5 | -6.1 |
FELG | Fidelity Enhanced Large Cap Growth ETF | 0.1 | 18 | -7 | 4.6 | -2.0 |
DEEP | Roundhill Acquirers Deep Value ETF | 0.1 | 80 | -69 | 21.4 | +14.9 |
IWY | iShares Russell Top 200 Growth ETF | 0.0 | 20 | -9 | 4.6 | -1.9 |
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
2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | |
---|---|---|---|---|---|---|---|
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
2023 | 2024E | 2025E | |
---|---|---|---|
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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