JPMorgan BetaBuilders MSCI U.S. REIT ETF
ALTAR
Score™		 2.3% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 41.3x P/Sales
ratio		 6.5x
P/BV
ratio		 2.4x Div.
yield		 4.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium 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.

FUND BASICS
Category US Equities
Fund Sponsor JPMorgan
Website am.jpmorgan.com
Inception date Jun 15, 2018
Assets (mns) $909
Currency USD
Expense ratio 11 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Market Cap
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 119
Wgt avg mkt cap (mns) $31,381
Large cap (>$10bn) 76.8%
Mid cap ($2-10bn) 18.6%
Small cap (<$2bn) 4.6%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
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 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.7 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
4.6% 14.8% 6.4% -- 6.9%

Market Correlations
versus... Beta R-squared
S&P500 1.03 72%
MSCI EAFE 0.98 67%
MSCI Emg. Mkts. 0.77 41%

Technical Indicators
Recent close $94.68
30d moving avg. $95.27
Annualized volatility 20.8%
Short interest (ETF) 0.4%
Short interest (Underlying) 3.1%
Relative strength (RSI) 46

Liquidity measures
Avg. volume (thou.) 34
Turnover 0.4%
Bid/Ask (% of price) 0.07%
ADV underlying (mns) $4,930

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 539 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™: 2.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH BBRE
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 93.3 50 -39 1.9 -0.4
USRT iShares Core U.S. REIT ETF 92.9 8 3 2.4 +0.1
RWR SPDR Dow Jones REIT ETF 88.1 25 -14 2.1 -0.3
DFAR Dimensional US Real Estate ETF 84.8 19 -8 2.3 0.0
SCHH Schwab U.S. REIT ETF 81.6 7 4 2.5 +0.2
FREL Fidelity MSCI Real Estate Index ETF 77.1 8 3 2.5 +0.2
VNQ Vanguard Real Estate ETF 75.4 12 -1 2.4 +0.1
IYR iShares U.S. Real Estate ETF 72.9 40 -29 2.7 +0.4
REET iShares Global REIT ETF 71.4 14 -3 3.3 +1.0
RWO SPDR Dow Jones Global Real Estate ETF 71.0 50 -39 2.9 +0.6
XLRE Real Estate Select Sector SPDR Fund 69.2 8 3 6.3 +4.0
ICF iShares Cohen & Steers REIT ETF 68.4 33 -22 2.4 +0.1
DFGR Dimensional Global Real Estate ETF 63.5 22 -11 3.2 +0.9
ERET iShares Environmentally Aware Real Estate ETF 63.2 30 -19 3.1 +0.8
AVRE Avantis Real Estate ETF 62.2 17 -6 3.3 +1.0
PPTY US Diversified Real Estate ETF 58.2 53 -42 1.9 -0.4
VGSR Vert Global Sustainable Real Estate ETF 56.0 47 -36 2.8 +0.5
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 54.7 40 -29 2.5 +0.2
FPRO Fidelity Real Estate Investment ETF 52.1 59 -48 1.5 -0.8
PSR Invesco Active U.S. Real Estate Fund 51.6 35 -24 2.2 -0.2
JPRE JPMorgan Realty Income ETF 47.4 50 -39 1.4 -0.9
GQRE FlexShares Global Quality Real Estate Index Fund 45.8 45 -34 4.1 +1.8
RITA ETFB Green SRI REITs ETF 45.6 50 -39 2.4 +0.1
IRET iREIT - MarketVector Quality REIT Index ETF 43.8 60 -49 2.3 -0.0
JRE Janus Henderson U.S. Real Estate ETF 42.5 65 -54 1.6 -0.7
REZ iShares Residential and Multisector Real Estate ETF 40.9 48 -37 1.7 -0.6
IVRA Invesco Real Assets ESG ETF 35.5 59 -48 3.5 +1.2
REAI Intelligent Real Estate ETF 35.3 59 -48 0.6 -1.7
BYRE Principal Real Estate Active Opportunities ETF 32.4 65 -54 1.7 -0.6
HAUS Residential REIT ETF 30.2 60 -49 0.7 -1.6
NURE Nuveen Short-Term REIT ETF 29.7 35 -24 1.5 -0.9
SPRE SP Funds S&P Global REIT Sharia ETF 27.9 55 -44 2.3 +0.0
IQRA IQ CBRE Real Assets ETF 26.2 65 -54 2.7 +0.3
HOMZ Hoya Capital Housing ETF 22.7 30 -19 6.3 +4.0
INDS Pacer Industrial Real Estate ETF 22.0 55 -44 3.9 +1.6
DESK VanEck Office and Commercial REIT ETF 21.9 50 -39 1.1 -1.2
SPYD SPDR Portfolio S&P 500 High Dividend ETF 20.6 7 4 8.2 +5.9
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 20.4 60 -49 2.5 +0.2
BLLD JPMorgan Sustainable Infrastructure ETF 18.4 49 -38 4.8 +2.5
VRAI Virtus Real Asset Income ETF 17.9 55 -44 7.5 +5.2
RDOG ALPS REIT Dividend Dogs ETF 17.6 35 -24 1.1 -1.2
RIET Hoya Capital High Dividend Yield ETF 16.9 50 -39 6.0 +3.7
BLDG Cambria Global Real Estate ETF 14.5 60 -49 4.2 +1.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 14.2 30 -19 7.4 +5.1
NETL NETLease Corporate Real Estate ETF 13.9 60 -49 3.7 +1.4
ABLD Abacus FCF Real Assets Leaders ETF 13.9 69 -58 5.7 +3.4
BIBL Inspire 100 ETF 13.7 35 -24 4.7 +2.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 13.7 27 -16 6.1 +3.8
SRVR Pacer Data & Infrastructure Real Estate ETF 12.7 55 -44 1.1 -1.2
XMLV Invesco S&P MidCap Low Volatility ETF 12.6 25 -14 6.0 +3.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 11.4 80 -69 6.0 +3.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 10.9 60 -49 6.3 +4.0
CZA Invesco Zacks Mid-Cap ETF 10.5 72 -61 5.9 +3.6
DTCR Global X Data Center & Digital Infrastructure ETF 10.4 50 -39 1.7 -0.6
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 10.4 41 -30 2.8 +0.5
DIVG Invesco S&P 500 High Dividend Growers ETF 10.4 39 -28 5.3 +3.0
DEW WisdomTree Global High Dividend Fund 9.7 58 -47 7.7 +5.4
ICAP InfraCap Equity Income Fund ETF 9.5 171 -160 5.2 +2.9
DON WisdomTree U.S. MidCap Dividend Fund 9.3 38 -27 8.3 +6.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.2 24 -13 7.6 +5.3
ONEY SPDR Russell 1000 Yield Focus ETF 9.2 20 -9 9.1 +6.8
ULVM VictoryShares US Value Momentum ETF 9.2 20 -9 7.2 +4.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 8.8 29 -18 7.4 +5.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 8.7 12 -1 5.0 +2.7
IWN iShares Russell 2000 Value ETF 8.5 24 -13 5.8 +3.4
AGNG Global X Aging Population ETF 8.5 50 -39 4.2 +1.9
VTWV Vanguard Russell 2000 Value ETF 8.4 15 -4 5.9 +3.6
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.3 60 -49 8.8 +6.5
SRET Global X SuperDividend REIT ETF 8.2 59 -48 8.1 +5.8
IJJ iShares S&P Mid-Cap 400 Value ETF 8.1 18 -7 8.6 +6.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 8.1 60 -49 5.7 +3.4
PSCF Invesco S&P SmallCap Financials ETF 8.1 29 -18 6.2 +3.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.0 18 -7 7.2 +4.9
NUMV Nuveen ESG Mid-Cap Value ETF 8.0 31 -20 6.4 +4.1
MDYV SPDR S&P 400 Mid Cap Value ETF 8.0 15 -4 8.7 +6.3
MILN Global X Millennial Consumer ETF 7.9 50 -39 3.1 +0.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 7.9 15 -4 8.7 +6.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.8 10 1 4.2 +1.9
IWS iShares Russell Mid-Cap Value ETF 7.7 23 -12 6.5 +4.2
FDVV Fidelity High Dividend ETF 7.6 15 -4 7.5 +5.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 7.6 15 -4 5.8 +3.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.5 25 -14 4.9 +2.5
IMCV iShares Morningstar Mid-Cap Value ETF 7.5 6 5 7.9 +5.6
EQAL Invesco Russell 1000 Equal Weight ETF 7.4 20 -9 6.6 +4.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 7.4 39 -28 5.4 +3.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 7.4 15 -4 4.3 +2.0
CVY Invesco Zacks Multi-Asset Income ETF 7.2 106 -95 10.9 +8.6
FLDZ RiverNorth Patriot ETF 7.0 75 -64 5.9 +3.6
VBR Vanguard Small Cap Value ETF 7.0 7 4 8.5 +6.2
FCLD Fidelity Cloud Computing ETF 6.9 39 -28 3.0 +0.7
PY Principal Value ETF 6.9 15 -4 7.1 +4.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.9 10 1 3.3 +1.0
XJH iShares ESG Screened S&P Mid-Cap ETF 6.9 12 -1 7.0 +4.7
NIXT Research Affiliates Deletions ETF 6.8 9 2 3.8 +1.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.7 4 7 6.1 +3.8
TXS Texas Capital Texas Equity Index ETF 6.6 49 -38 5.1 +2.8
SPDV AAM S&P 500 High Dividend Value ETF 6.6 29 -18 9.8 +7.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 6.6 24 -13 7.6 +5.3
KBWY Invesco KBW Premium Yield Equity REIT ETF 6.6 35 -24 0.8 -1.5
AFMC First Trust Active Factor Mid Cap ETF 6.6 65 -54 8.2 +5.9
SPLV Invesco S&P 500 Low Volatility ETF 6.5 25 -14 4.8 +2.5
FNDA Schwab Fundamental US Small Co. Index ETF 6.5 25 -14 6.6 +4.3
VOE Vanguard Mid-Cap Value ETF 6.5 7 4 7.2 +4.9
ALTL Pacer Lunt Large Cap Alternator ETF 6.5 60 -49 4.6 +2.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 6.4 15 -4 7.3 +5.0
BWEB Bitwise Web3 ETF 6.4 85 -74 0.1 -2.2
STXK Strive Small-Cap ETF 6.4 18 -7 5.5 +3.1
IJR iShares Core S&P Small Cap ETF 6.4 6 5 7.3 +5.0
TBG TBG Dividend Focus ETF 6.3 59 -48 7.3 +5.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.3 60 -49 4.0 +1.7
XJR iShares ESG Screened S&P Small-Cap ETF 6.3 12 -1 6.6 +4.3
STXM Strive Mid-Cap ETF 6.3 18 -7 3.6 +1.3
VO Vanguard Mid-Cap ETF 6.2 4 7 5.6 +3.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 6.2 9 2 4.0 +1.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 6.2 15 -4 7.3 +5.0
MDY SPDR S&P Midcap 400 ETF Trust 6.2 24 -13 7.2 +4.9
IJH iShares Core S&P Mid-Cap ETF 6.2 5 6 7.4 +5.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.1 15 -4 5.9 +3.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 6.1 20 -9 7.8 +5.4
VIOO Vanguard S&P Small-Cap 600 ETF 6.1 10 1 7.2 +4.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 6.1 3 8 7.4 +5.0
DES WisdomTree U.S. SmallCap Dividend Fund 6.1 38 -27 8.7 +6.3
IWR iShares Russell Midcap ETF 6.0 19 -8 5.8 +3.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 6.0 3 8 7.4 +5.1
VOT Vanguard Mid-Cap Growth ETF 6.0 7 4 3.7 +1.4
FSMD Fidelity Small-Mid Multifactor ETF 6.0 15 -4 7.0 +4.7
IVOO Vanguard S&P Mid-Cap 400 ETF 6.0 10 1 7.3 +5.0
PTL Inspire 500 ETF 6.0 9 2 5.4 +3.1
XSLV Invesco S&P SmallCap Low Volatility ETF 6.0 25 -14 5.4 +3.1
JHDV John Hancock U.S. High Dividend ETF 5.9 34 -23 6.3 +4.0
VB Vanguard Small-Cap ETF 5.9 5 6 5.7 +3.4
ISMD Inspire Small/Mid Cap ETF 5.8 54 -43 4.7 +2.4
SCHM Schwab U.S. Mid-Cap ETF 5.8 4 7 6.7 +4.4
ERTH Invesco MSCI Sustainable Future ETF 5.7 62 -51 2.5 +0.2
IJT iShares S&P Small-Cap 600 Growth ETF 5.7 18 -7 5.1 +2.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.6 29 -18 6.8 +4.5
IMCB iShares Morningstar Mid-Cap ETF 5.6 4 7 6.0 +3.7
SLYG SPDR S&P 600 Small Cap Growth ETF 5.6 15 -4 5.1 +2.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 5.6 15 -4 5.3 +3.0
ISCV iShares Morningstar Small Cap Value ETF 5.6 6 5 8.4 +6.1
FMET Fidelity Metaverse ETF 5.5 39 -28 5.1 +2.8
BKSE BNY Mellon US Small Cap Core Equity ETF 5.5 4 7 5.9 +3.6
NUDV Nuveen ESG Dividend ETF 5.4 26 -15 6.7 +4.4
IJS iShares S&P Small-Cap 600 Value ETF 5.3 18 -7 9.4 +7.1
EUSA iShares MSCI USA Equal Weighted ETF 5.3 9 2 6.0 +3.7
FMDE Fidelity Enhanced Mid Cap ETF 5.3 23 -12 5.8 +3.5
ESIX SPDR S&P SmallCap 600 ESG ETF 5.3 12 -1 5.9 +3.6
BLES Inspire Global Hope ETF 5.3 61 -50 6.8 +4.5
SIZE iShares MSCI USA Size Factor ETF 5.2 15 -4 5.8 +3.5
SDY SPDR S&P Dividend ETF 5.2 35 -24 6.2 +3.9
SLYV SPDR S&P 600 Small Cap Value ETF 5.2 15 -4 9.5 +7.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 5.2 15 -4 9.3 +6.9
SDG iShares MSCI Global Sustainable Development Goals ETF 5.2 49 -38 6.0 +3.7
FCPI Fidelity Stocks for Inflation ETF 5.1 15 -4 7.8 +5.5
RSSL Global X Russell 2000 ETF 5.1 8 3 3.6 +1.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.1 25 -14 7.8 +5.5
RSP Invesco S&P 500 Equal Weight ETF 5.1 20 -9 6.3 +4.0
ISCB iShares Morningstar Small-Cap ETF 5.1 4 7 5.6 +3.3
SCHA Schwab U.S. Small-Cap ETF 5.0 4 7 5.3 +3.0
PSC Principal U.S. Small-Cap ETF 5.0 38 -27 6.9 +4.6
QDF FlexShares Quality Dividend Index Fund 4.9 37 -26 6.2 +3.9
SFYX SoFi Next 500 ETF 4.9 0 11 3.6 +1.3
NUSC Nuveen ESG Small-Cap ETF 4.9 31 -20 5.3 +3.0
CGDG Capital Group Dividend Growers ETF 4.7 47 -36 6.3 +4.0
IWM iShares Russell 2000 ETF 4.7 19 -8 3.6 +1.3
IGPT Invesco AI and Next Gen Software ETF 4.7 60 -49 4.9 +2.6
VTWO Vanguard Russell 2000 ETF 4.6 10 1 3.8 +1.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.6 7 4 6.2 +3.9
ISCG iShares Morningstar Small-Cap Growth ETF 4.6 6 5 2.7 +0.4
SMLF iShares U.S. SmallCap Equity Factor ETF 4.6 15 -4 6.0 +3.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.5 17 -6 5.7 +3.4
VBK Vanguard Small-Cap Growth ETF 4.5 7 4 1.7 -0.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 4.5 39 -28 4.0 +1.7
DTD WisdomTree U.S. Total Dividend Fund 4.4 28 -17 6.2 +3.9
DLN WisdomTree U.S. LargeCap Dividend Fund 4.4 28 -17 5.9 +3.6
JHMM John Hancock Multifactor Mid Cap ETF 4.3 42 -31 6.5 +4.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.3 39 -28 10.3 +7.9
DHS WisdomTree U.S. High Dividend Fund 4.3 38 -27 7.8 +5.4
VXF Vanguard Extended Market ETF 4.3 6 5 4.5 +2.2
QDEF FlexShares Quality Dividend Defensive Index Fund 4.3 37 -26 5.9 +3.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.2 9 2 6.1 +3.8
FYX First Trust Small Cap Core AlphaDEX Fund 4.2 61 -50 5.9 +3.5
IJK iShares S&P Mid-Cap 400 Growth ETF 4.2 17 -6 6.0 +3.7
KONG Formidable Fortress ETF 4.1 89 -78 5.7 +3.4
OSCV Opus Small Cap Value ETF 4.1 79 -68 6.7 +4.4
SIXL ETC 6 Meridian Low Beta Equity ETF 4.1 80 -69 5.7 +3.4
VICE AdvisorShares Vice ETF 4.1 99 -88 6.2 +3.9
BJK VanEck Gaming ETF 4.1 65 -54 3.9 +1.6
FUNL CornerCap Fundametrics Large-Cap ETF 4.1 50 -39 7.3 +5.0
WCEO Hypatia Women CEO ETF 4.1 85 -74 -1.3 -3.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 4.0 20 -9 5.3 +3.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.0 20 -9 7.4 +5.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 4.0 15 -4 6.0 +3.7
JHSC John Hancock Multifactor Small Cap ETF 4.0 42 -31 6.9 +4.6
INRO iShares U.S. Industry Rotation Active ETF 4.0 42 -31 4.1 +1.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.0 15 -4 6.0 +3.7
HAPY Harbor Human Capital Factor Unconstrained ETF 4.0 50 -39 3.4 +1.1
GVUS Marketbeta Russell 1000 Value Equity ETF 4.0 12 -1 6.5 +4.2
MBCC Monarch Blue Chips Core ETF 3.9 125 -114 3.5 +1.2
AFLG First Trust Active Factor Large Cap ETF 3.9 55 -44 6.2 +3.9
SWP SWP Growth & Income ETF 3.9 99 -88 4.6 +2.3
POWA Invesco Bloomberg Pricing Power ETF 3.9 40 -29 5.3 +3.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.9 10 1 5.4 +3.1
UDI USCF Dividend Income Fund 3.9 65 -54 6.5 +4.2
IWD iShares Russell 1000 Value ETF 3.9 19 -8 6.5 +4.2
VONV Vanguard Russell 1000 Value ETF 3.9 8 3 6.6 +4.3
MAGA Point Bridge America First ETF 3.8 72 -61 6.5 +4.2
BEEZ Honeytree U.S. Equity ETF 3.8 64 -53 3.5 +1.1
MBOX Freedom Day Dividend ETF 3.8 39 -28 7.4 +5.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.8 30 -19 7.9 +5.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.8 70 -59 4.4 +2.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.7 35 -24 5.7 +3.4
IMCG iShares Morningstar Mid-Cap Growth ETF 3.7 6 5 4.1 +1.8
JAVA JPMorgan Active Value ETF 3.7 44 -33 6.3 +4.0
SMMD iShares Russell 2500 ETF 3.7 15 -4 6.2 +3.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.6 20 -9 5.5 +3.2
EES WisdomTree U.S. SmallCap Fund 3.6 38 -27 9.1 +6.8
SCHV Schwab U.S. Large-Cap Value ETF 3.6 4 7 6.8 +4.5
ROSC Hartford Multifactor Small Cap ETF 3.5 34 -23 9.0 +6.7
STXV Strive 1000 Value ETF 3.4 18 -7 7.5 +5.2
USXF iShares ESG Advanced MSCI USA ETF 3.4 10 1 4.9 +2.6
JPEF JPMorgan Equity Focus ETF 3.4 50 -39 4.5 +2.2
RFFC ALPS Active Equity Opportunity ETF 3.3 48 -37 4.5 +2.2
BEDZ AdvisorShares Hotel ETF 3.3 100 -89 2.5 +0.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.3 55 -44 4.2 +1.9
FELV Fidelity Enhanced Large Cap Value ETF 3.3 18 -7 6.8 +4.5
BDIV AAM Brentview Dividend Growth ETF 3.2 49 -38 4.3 +2.0
CLOU Global X Cloud Computing ETF 3.2 68 -57 1.9 -0.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.2 65 -54 3.0 +0.7
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.1 65 -54 -3.8 -6.1
TMFG Motley Fool Global Opportunities ETF 3.1 85 -74 3.5 +1.2
FYT First Trust Small Cap Value AlphaDEX Fund 3.1 73 -62 9.9 +7.6
SNPV Xtrackers S&P 500 Value ESG ETF 3.1 15 -4 5.4 +3.1
VEGN US Vegan Climate ETF 3.0 60 -49 4.6 +2.3
REVS Columbia Research Enhanced Value ETF 3.0 19 -8 7.6 +5.3
HDUS Hartford Disciplined US Equity ETF 3.0 19 -8 5.9 +3.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.0 12 -1 5.1 +2.8
BOUT Innovator IBD Breakout Opportunities ETF 3.0 81 -70 4.8 +2.4
EZM WisdomTree U.S. MidCap Fund 3.0 38 -27 9.3 +7.0
CRUZ Defiance Hotel Airline and Cruise ETF 2.9 45 -34 3.1 +0.8
GLBL Pacer MSCI World Industry Advantage ETF 2.9 65 -54 5.0 +2.7
YLDE ClearBridge Dividend Strategy ESG ETF 2.9 60 -49 5.4 +3.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.9 70 -59 2.8 +0.5
BGIG Bahl & Gaynor Income Growth ETF 2.9 45 -34 5.4 +3.1
FAB First Trust Multi Cap Value AlphaDEX Fund 2.9 67 -56 10.1 +7.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.8 35 -24 6.9 +4.6
BEEX BeeHive ETF 2.8 84 -73 4.7 +2.4
DIV Global X SuperDividend US ETF 2.8 45 -34 10.1 +7.8
SSPY Syntax Stratified LargeCap ETF 2.8 30 -19 6.6 +4.3
QUVU Hartford Quality Value ETF 2.8 46 -35 7.0 +4.7
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.8 65 -54 5.4 +3.0
KNCT Invesco Next Gen Connectivity ETF 2.7 40 -29 5.1 +2.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 2.7 12 -1 8.1 +5.8
PRF Invesco FTSE RAFI US 1000 ETF 2.7 39 -28 7.0 +4.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.7 9 2 5.0 +2.6
DIVB iShares Core Dividend ETF 2.6 5 6 7.7 +5.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.6 64 -53 2.4 +0.1
VFMV Vanguard U.S. Minimum Volatility ETF 2.6 13 -2 5.5 +3.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.6 52 -41 6.5 +4.2
KLMN Invesco MSCI North America Climate ETF 2.6 9 2 5.3 +2.9
IUSV iShares Core S&P US Value ETF 2.6 4 7 6.5 +4.2
PFI Invesco Dorsey Wright Financial Momentum ETF 2.6 60 -49 4.6 +2.3
JVAL JPMorgan U.S. Value Factor ETF 2.6 12 -1 8.5 +6.2
VTV Vanguard Value ETF 2.5 4 7 6.9 +4.6
FLRG Fidelity U.S. Multifactor ETF 2.5 15 -4 7.1 +4.8
CVAR Cultivar ETF 2.5 87 -76 6.1 +3.8
GURU Global X Guru Index ETF 2.5 75 -64 4.2 +1.9
RJMG FT Raymond James Multicap Growth Equity ETF 2.5 85 -74 2.6 +0.3
INCE Franklin Income Equity Focus ETF 2.5 29 -18 5.6 +3.3
DEUS Xtrackers Russell US Multifactor ETF 2.5 17 -6 6.9 +4.6
SPXT ProShares S&P 500 Ex-Technology ETF 2.5 9 2 5.6 +3.2
AFSM First Trust Active Factor Small Cap ETF 2.4 75 -64 7.0 +4.7
FYC First Trust Small Cap Growth AlphaDEX Fund 2.4 71 -60 1.1 -1.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 -4 5.1 +2.8
XMAG Defiance Large Cap ex-Mag 7 ETF 2.4 35 -24 4.6 +2.3
FLQL Franklin LibertyQ U.S. Equity ETF 2.4 15 -4 5.7 +3.4
ETHO Etho Climate Leadership U.S. ETF 2.4 47 -36 5.5 +3.2
VLU SPDR S&P 1500 Value Tilt ETF 2.4 12 -1 7.2 +4.9
ESGV Vanguard ESG U.S. Stock ETF 2.4 9 2 5.0 +2.7
ILCV iShares Morningstar Value ETF 2.3 4 7 6.7 +4.4
CGUS Capital Group Core Equity ETF 2.3 33 -22 4.6 +2.3
FESM Fidelity Enhanced Small Cap ETF 2.3 28 -17 3.8 +1.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.3 56 -45 6.3 +4.0
AUSF Global X Adaptive U.S. Factor ETF 2.3 27 -16 9.2 +6.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.3 60 -49 1.2 -1.1
NULV Nuveen ESG Large-Cap Value ETF 2.3 26 -15 6.2 +3.9
VOOV Vanguard S&P 500 Value ETF 2.2 10 1 6.3 +4.0
IVE iShares S&P 500 Value ETF 2.2 18 -7 6.2 +3.9
SPYV SPDR Portfolio S&P 500 Value ETF 2.2 4 7 6.4 +4.0
SMAP Amplify Small-Mid Cap Equity ETF 2.2 60 -49 1.3 -1.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.2 60 -49 5.7 +3.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.2 50 -39 8.3 +6.0
ONEO SPDR Russell 1000 Momentum Focus ETF 2.2 20 -9 6.8 +4.5
USMF WisdomTree U.S. Multifactor Fund 2.2 28 -17 6.7 +4.4
ADME Aptus Drawdown Managed Equity ETF 2.2 79 -68 4.3 +2.0
YALL God Bless America ETF 2.2 65 -54 4.3 +2.0
XDAT Franklin Exponential Data ETF 2.2 50 -39 2.1 -0.2
EVUS iShares ESG Aware MSCI USA Value ETF 2.2 18 -7 6.0 +3.7
FTC First Trust Large Cap Growth AlphaDEX Fund 2.2 59 -48 2.8 +0.5
DSI iShares MSCI KLD 400 Social ETF 2.1 25 -14 5.2 +2.9
QLC FlexShares US Quality Large Cap Index Fund 2.1 25 -14 5.9 +3.6
FVAL Fidelity Value Factor ETF 2.1 15 -4 7.3 +5.0
APUE ActivePassive U.S. Equity ETF 2.1 45 -34 4.9 +2.6
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.1 5 6 7.1 +4.8
NXTG First Trust Indxx NextG ETF 2.1 70 -59 5.8 +3.5
FTA First Trust Large Cap Value AlphaDEX Fund 2.1 59 -48 9.4 +7.1
STXD Strive 1000 Dividend Growth ETF 2.1 35 -24 5.0 +2.7
CHGX AXS Change Finance ESG ETF 2.1 49 -38 5.3 +3.0
ROE Astoria US Quality Kings ETF 2.1 49 -38 7.0 +4.7
IWV iShares Russell 3000 ETF 2.1 20 -9 5.0 +2.7
NULC Nuveen ESG Large-Cap ETF 2.1 21 -10 5.0 +2.7
FDMO Fidelity Momentum Factor ETF 2.1 15 -4 4.1 +1.7
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 -48 6.5 +4.2
VTHR Vanguard Russell 3000 ETF 2.0 10 1 5.2 +2.9
VTI Vanguard Total Stock Market ETF 2.0 3 8 5.2 +2.9
JHML John Hancock Multifactor Large Cap ETF 2.0 29 -18 5.6 +3.3
SCHB Schwab U.S. Broad Market ETF 2.0 3 8 5.3 +3.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 8 5.2 +2.9
MTUM iShares MSCI USA Momentum Factor ETF 2.0 15 -4 3.9 +1.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 -14 5.9 +3.6
XSMO Invesco S&P SmallCap Momentum ETF 2.0 39 -28 5.3 +2.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.0 3 8 5.5 +3.2
CGDV Capital Group Dividend Value ETF 2.0 33 -22 4.9 +2.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.0 15 -4 4.3 +2.0
JMOM JPMorgan U.S. Momentum Factor ETF 1.9 12 -1 4.8 +2.5
FNX First Trust Mid Cap Core AlphaDEX Fund 1.9 60 -49 8.2 +5.9
IWB iShares Russell 1000 ETF 1.9 15 -4 5.2 +2.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.9 40 -29 4.0 +1.7
VONE Vanguard Russell 1000 ETF 1.9 8 3 5.3 +3.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 -3 5.2 +2.9
IWX iShares Russell Top 200 Value ETF 1.9 20 -9 6.4 +4.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.9 18 -7 4.9 +2.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 0 5.2 +2.9
SPXV ProShares S&P 500 Ex-Health Care ETF 1.9 9 2 4.4 +2.1
HAPI Harbor Human Capital Factor US Large Cap ETF 1.9 36 -25 5.1 +2.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.9 47 -36 5.7 +3.3
FDRR Fidelity Dividend ETF for Rising Rates 1.9 15 -4 7.6 +5.3
SCHK Schwab 1000 Index ETF 1.9 5 6 5.3 +3.0
FQAL Fidelity Quality Factor ETF 1.9 15 -4 5.9 +3.6
IYY iShares Dow Jones U.S. ETF 1.8 20 -9 5.1 +2.8
XVV iShares ESG Screened S&P 500 ETF 1.8 8 3 5.1 +2.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.8 8 3 5.3 +2.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.8 29 -18 6.4 +4.1
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -37 4.8 +2.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.8 7 4 5.2 +2.9
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.8 40 -29 7.0 +4.7
FDWM Fidelity Women's Leadership ETF 1.8 59 -48 3.2 +0.9
HLGE Hartford Longevity Economy ETF 1.8 44 -33 5.5 +3.2
VLUE iShares MSCI USA Value Factor ETF 1.8 15 -4 10.2 +7.9
PBUS Invesco MSCI USA ETF 1.8 4 7 5.2 +2.9
SCHX Schwab U.S. Large-Cap ETF 1.8 3 8 5.3 +3.0
SNPE Xtrackers S&P 500 ESG ETF 1.8 10 1 5.4 +3.1
SHE SPDR MSCI USA Gender Diversity ETF 1.8 20 -9 5.2 +2.9
NUMG Nuveen ESG Mid-Cap Growth ETF 1.8 31 -20 2.6 +0.3
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 0 5.4 +3.1
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -48 4.0 +1.7
KLMT Invesco MSCI Global Climate 500 ETF 1.8 10 1 6.1 +3.8
ILCB iShares Morningstar U.S. Equity ETF 1.7 3 8 5.2 +2.9
FDLO Fidelity Low Volatility Factor ETF 1.7 15 -4 5.4 +3.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.7 2 9 5.3 +3.0
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.7 65 -54 5.9 +3.6
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 2 4.7 +2.4
FNK First Trust Mid Cap Value AlphaDEX Fund 1.7 70 -59 12.3 +10.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.7 20 -9 5.0 +2.7
ZECP Zacks Earnings Consistent Portfolio ETF 1.7 55 -44 4.9 +2.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.7 30 -19 7.0 +4.7
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 -9 8.2 +5.8
IVV iShares Core S&P 500 ETF 1.7 3 8 5.3 +3.0
SPLG SPDR Portfolio S&P 500 ETF 1.7 2 9 5.3 +3.0
SPY SPDR S&P 500 ETF Trust 1.7 9 2 5.2 +2.9
VOO Vanguard S&P 500 ETF 1.7 3 8 5.3 +3.0
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 -1 6.0 +3.7
FNDB Schwab Fundamental US Broad Market Index ETF 1.7 25 -14 7.3 +5.0
JOET Virtus Terranova US Quality Momentum ETF 1.7 29 -18 5.0 +2.7
CATH Global X S&P 500 Catholic Values Custom ETF 1.7 29 -18 5.1 +2.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.6 12 -1 4.5 +2.2
LRGF iShares U.S. Equity Factor ETF 1.6 8 3 5.8 +3.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.6 39 -28 9.8 +7.5
WLDR Affinity World Leaders Equity ETF 1.6 67 -56 8.3 +6.0
JEPI JPMorgan Equity Premium Income ETF 1.6 35 -24 5.4 +3.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.6 0 11 5.3 +3.0
VV Vanguard Large-Cap ETF 1.6 4 7 5.2 +2.9
SPVM Invesco S&P 500 Value with Momentum ETF 1.6 39 -28 8.5 +6.2
PFM Invesco Dividend Achievers ETF 1.6 53 -42 5.3 +3.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 4 5.2 +2.9
VOTE TCW Transform 500 ETF 1.6 5 6 5.2 +2.9
ROUS Hartford Multifactor US Equity ETF 1.6 19 -8 7.2 +4.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.6 60 -49 6.4 +4.1
STRV Strive 500 ETF 1.5 5 6 5.2 +2.9
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 -4 5.3 +3.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.5 25 -14 9.9 +7.6
SFY SoFi Select 500 ETF 1.5 0 11 4.8 +2.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.5 20 -9 5.3 +3.0
WDIV SPDR S&P Global Dividend ETF 1.5 40 -29 9.6 +7.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 1 5.3 +3.0
KRUZ Unusual Whales Subversive Republican Trading ETF 1.5 75 -64 6.0 +3.7
SUSL iShares ESG MSCI USA Leaders ETF 1.5 10 1 5.3 +3.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.4 9 2 5.6 +3.3
GSPY Gotham Enhanced 500 ETF 1.4 50 -39 5.5 +3.2
DVND Touchstone Dividend Select ETF 1.4 67 -56 5.7 +3.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.4 60 -49 4.7 +2.4
SIXG Defiance Connective Technologies ETF 1.4 30 -19 4.5 +2.2
MDLV Morgan Dempsey Large Cap Value ETF 1.4 58 -47 7.0 +4.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 2 5.5 +3.2
RVRB Reverb ETF 1.4 30 -19 3.7 +1.4
TOK iShares MSCI Kokusai ETF 1.3 26 -15 5.2 +2.9
WOMN Impact Shares YWCA Women's Empowerment ETF 1.3 75 -64 5.2 +2.8
ACVF American Conservative Values ETF 1.3 75 -64 4.5 +2.2
DEMZ Democratic Large Cap Core ETF 1.3 45 -34 4.6 +2.3
FVD First Trust Value Line Dividend Index Fund 1.3 65 -54 6.1 +3.8
FNDX Schwab Fundamental US Large Co. Index ETF 1.3 25 -14 7.4 +5.1
SFYF SoFi Social 50 ETF 1.3 29 -18 0.0 -2.3
SUSA iShares MSCI USA ESG Select ETF 1.3 25 -14 5.0 +2.7
STXG Strive 1000 Growth ETF 1.3 18 -7 4.2 +1.9
IUSG iShares Core S&P U.S. Growth ETF 1.3 4 7 4.7 +2.4
SVAL iShares US Small Cap Value Factor ETF 1.3 20 -9 11.0 +8.7
URTH iShares MSCI World ETF 1.3 24 -13 5.5 +3.2
RAFE PIMCO RAFI ESG U.S. ETF 1.3 29 -18 7.3 +5.0
FIVG Defiance Next Gen Connectivity ETF 1.3 30 -19 5.6 +3.3
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -48 4.4 +2.1
VT Vanguard Total World Stock ETF 1.3 7 4 6.3 +4.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.2 80 -69 6.9 +4.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.2 30 -19 7.6 +5.3
ILCG iShares Morningstar Growth ETF 1.2 4 7 4.1 +1.8
OPTZ Optimize Strategy Index ETF 1.2 50 -39 5.3 +3.0
RECS Columbia Research Enhanced Core ETF 1.2 15 -4 6.2 +3.8
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 -4 5.1 +2.8
RWK Invesco S&P MidCap 400 Revenue ETF 1.2 39 -28 10.2 +7.9
RPV Invesco S&P 500 Pure Value ETF 1.2 35 -24 10.7 +8.4
DGT SPDR Global Dow ETF 1.2 50 -39 7.5 +5.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 -9 6.0 +3.7
ACWI iShares MSCI ACWI ETF 1.1 32 -21 6.0 +3.7
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.1 75 -64 5.1 +2.8
TMAT Main Thematic Innovation ETF 1.1 164 -153 -1.5 -3.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.1 35 -24 3.7 +1.4
IVW iShares S&P 500 Growth ETF 1.1 18 -7 4.5 +2.2
VOOG Vanguard S&P 500 Growth ETF 1.1 10 1 4.6 +2.3
SPYG SPDR Portfolio S&P 500 Growth ETF 1.1 4 7 4.7 +2.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 2 6.1 +3.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.1 60 -49 2.1 -0.2
SMDV ProShares Russell 2000 Dividend Growers ETF 1.1 40 -29 7.0 +4.7
LOWV AB US Low Volatility Equity ETF 1.1 48 -37 5.3 +3.0
BGDV Bahl & Gaynor Dividend ETF 1.1 45 -34 5.0 +2.7
SPGP Invesco S&P 500 GARP ETF 1.1 34 -23 9.6 +7.3
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 -28 9.7 +7.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.1 32 -21 5.2 +2.9
NACP Impact Shares NAACP Minority Empowerment ETF 1.0 49 -38 4.9 +2.6
MGV Vanguard Mega Cap Value ETF 1.0 7 4 6.7 +4.4
FFND Future Fund Active ETF 1.0 100 -89 4.7 +2.3
LVOL American Century Low Volatility ETF 1.0 29 -18 4.4 +2.1
IWP iShares Russell Mid-Cap Growth ETF 1.0 23 -12 3.7 +1.3
HLAL Wahed FTSE USA Shariah ETF 1.0 50 -39 5.2 +2.9
EPS WisdomTree U.S. LargeCap Fund 1.0 8 3 6.1 +3.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.0 49 -38 8.7 +6.4
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 -14 6.2 +3.9
RPG Invesco S&P 500 Pure Growth ETF 1.0 35 -24 3.6 +1.3
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -49 4.4 +2.1
FELC Fidelity Enhanced Large Cap Core ETF 1.0 18 -7 5.6 +3.3
EGUS iShares ESG Aware MSCI USA Growth ETF 0.9 18 -7 4.5 +2.2
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -64 5.4 +3.0
VALQ American Century U.S. Quality Value ETF 0.9 29 -18 7.6 +5.3
FDFF Fidelity Disruptive Finance ETF 0.9 50 -39 4.1 +1.8
SPMO Invesco S&P 500 Momentum ETF 0.9 13 -2 4.2 +1.9
DTEC ALPS Disruptive Technologies ETF 0.9 50 -39 4.0 +1.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.9 45 -34 4.9 +2.6
IETC iShares U.S. Tech Independence Focused ETF 0.9 18 -7 4.7 +2.4
IWO iShares Russell 2000 Growth ETF 0.9 24 -13 1.5 -0.9
VTWG Vanguard Russell 2000 Growth ETF 0.8 15 -4 1.5 -0.8
IWC iShares Micro-Cap ETF 0.8 60 -49 -1.1 -3.4
VUG Vanguard Growth ETF 0.8 4 7 4.3 +2.0
GLRY Inspire Faithward Mid Cap Momentum ETF 0.8 80 -69 6.6 +4.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.8 79 -68 5.2 +2.9
JGLO JPMorgan Global Select Equity ETF 0.8 33 -22 5.1 +2.8
IWL iShares Russell Top 200 ETF 0.8 15 -4 5.1 +2.8
GQQQ Astoria US Quality Growth Kings ETF 0.8 35 -24 5.6 +3.3
HKND Humankind US Stock ETF 0.8 11 0 7.5 +5.2
SPHB Invesco S&P 500 High Beta ETF 0.8 25 -14 5.3 +3.0
TMDV ProShares Russell US Dividend Growers ETF 0.8 35 -24 4.6 +2.3
QUS SPDR MSCI USA StrategicFactors ETF 0.8 15 -4 5.8 +3.5
JSML Janus Henderson Small Cap Growth Alpha ETF 0.8 30 -19 8.6 +6.3
SPVU Invesco S&P 500 Enhanced Value ETF 0.7 13 -2 10.5 +8.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.7 36 -25 10.3 +8.0
MGC Vanguard Mega Cap ETF 0.6 7 4 5.1 +2.8
SNPG Xtrackers S&P 500 Growth ESG ETF 0.6 15 -4 4.5 +2.2
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 -31 5.4 +3.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.6 19 -8 6.5 +4.2
GDIV Harbor Dividend Growth Leaders ETF 0.6 50 -39 5.2 +2.9
TMFS Motley Fool Small-Cap Growth ETF 0.6 85 -74 3.1 +0.8
PRAY FIS Christian Stock Fund 0.6 69 -58 5.5 +3.2
HELX Franklin Genomic Advancements ETF 0.6 50 -39 0.1 -2.2
RWL Invesco S&P 500 Revenue ETF 0.6 39 -28 7.0 +4.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -64 3.7 +1.4
TMFC Motley Fool 100 Index ETF 0.5 50 -39 4.1 +1.8
USMV iShares MSCI USA Min Vol Factor ETF 0.5 15 -4 5.5 +3.2
FPX First Trust US Equity Opportunities ETF 0.5 61 -50 1.3 -1.0
KRMA Global X Conscious Companies ETF 0.5 43 -32 6.1 +3.8
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -41 4.4 +2.1
CSMD Congress SMid Growth ETF 0.5 69 -58 4.2 +1.9
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.5 70 -59 5.2 +2.9
FFTY Innovator IBD 50 ETF 0.5 80 -69 -2.5 -4.8
MGK Vanguard Mega Cap Growth ETF 0.5 7 4 4.5 +2.2
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 -19 5.9 +3.6
SDIV Global X Superdividend ETF 0.5 58 -47 13.9 +11.6
AIEQ AI Powered Equity ETF 0.4 75 -64 4.1 +1.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 -10 4.3 +2.0
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 -38 5.9 +3.6
GLOF iShares Global Equity Factor ETF 0.4 20 -9 6.8 +4.5
FBCV Fidelity Blue Chip Value ETF 0.4 59 -48 7.5 +5.2
MGMT Ballast Small/Mid Cap ETF 0.4 110 -99 8.6 +6.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 -24 6.1 +3.7
XMMO Invesco S&P MidCap Momentum ETF 0.4 34 -23 5.6 +3.2
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -48 3.4 +1.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 -14 6.0 +3.7
TMFX Motley Fool Next Index ETF 0.3 50 -39 3.2 +0.9
RFV Invesco S&P Midcap 400 Pure Value ETF 0.3 35 -24 14.1 +11.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 -24 10.9 +8.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 -18 4.8 +2.5
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 7 4.4 +2.1
FFLC Fidelity Fundamental Large Cap Core ETF 0.3 38 -27 4.9 +2.6
IUS Invesco RAFI Strategic US ETF 0.3 19 -8 7.1 +4.7
SIXS ETC 6 Meridian Small Cap Equity ETF 0.3 89 -78 9.4 +7.1
LQPE PEO AlphaQuest Thematic PE ETF 0.3 125 -114 6.9 +4.6
CALF Pacer US Small Cap Cash Cows 100 ETF 0.3 59 -48 12.0 +9.7
GRPM Invesco S&P MidCap 400 GARP ETF 0.3 35 -24 9.6 +7.3
BUYZ Franklin Disruptive Commerce ETF 0.3 50 -39 2.6 +0.2
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.3 38 -27 10.1 +7.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 -9 5.9 +3.5
XSHQ Invesco S&P SmallCap Quality ETF 0.2 29 -18 8.4 +6.1
IEDI iShares U.S. Consumer Focused ETF 0.2 18 -7 5.3 +3.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.2 12 -1 4.8 +2.5
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 -34 7.0 +4.7
PKW Invesco Buyback Achievers ETF 0.2 62 -51 8.0 +5.6
VUSE Vident U.S. Equity Strategy ETF 0.2 50 -39 4.8 +2.5
OEF iShares S&P 100 ETF 0.1 20 -9 5.1 +2.8
IWF iShares Russell 1000 Growth ETF 0.1 19 -8 4.8 +2.5
VONG Vanguard Russell 1000 Growth ETF 0.1 8 3 4.9 +2.6
QLV FlexShares US Quality Low Volatility Index Fund 0.1 22 -11 5.8 +3.5
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -69 19.9 +17.6
IWY iShares Russell Top 200 Growth ETF 0.0 20 -9 4.9 +2.6

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 JPMorgan BetaBuilders MSCI U.S. REIT ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 5.7 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 11 bp
Equals: ALTAR Score 2.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.