JPMorgan BetaBuilders MSCI U.S. REIT ETF
|
- 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) | $794 |
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) | $31,843 |
Large cap (>$10bn) | 74.2% |
Mid cap ($2-10bn) | 20.7% |
Small cap (<$2bn) | 5.1% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
PROLOGIS INC | 12.0 % |
EQUINIX INC | 8.1 % |
SIMON PROPERTY GROUP INC | 4.5 % |
WELLTOWER, INC. | 4.3 % |
DIGITAL REALTY TRUST INC | 4.2 % |
PUBLIC STORAGE | 4.1 % |
REALTY INCOME CORP | 3.8 % |
EXTRA SPACE STORAGE INC | 2.9 % |
VICI PROPERTIES INC | 2.8 % |
AVALONBAY COMMUNITIES INC | 2.4 % | Total | 49.2 % |
---|
UNITED STATES | 99.6 % |
HISTORICAL PERFORMANCE
Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
0.0% | 9.1% | 5.0% | -- | 5.6% |
versus... | Beta | R-squared |
S&P500 | 1.11 | 84% |
MSCI EAFE | 1.07 | 72% |
MSCI Emg. Mkts. | 0.75 | 37% |
Recent close | $86.78 |
30d moving avg. | $81.65 |
Annualized volatility | 21.6% |
Short interest (ETF) | 0.0% |
Short interest (Underlying) | 3.1% |
Relative strength (RSI) | 73 |
Avg. volume (thou.) | 19 |
Turnover | 0.2% |
Bid/Ask (% of price) | 0.07% |
ADV underlying (mns) | $9,425 |
FINDING ALTERNATIVE FUNDS
Below is a list of 522 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™: | 7.1% |
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 | 95.4 | 8 | 3 | 7.1 | -0.0 |
FRI | First Trust S&P REIT Index Fund | 95.2 | 50 | -39 | 6.7 | -0.4 |
RWR | SPDR Dow Jones REIT ETF | 90.3 | 25 | -14 | 6.8 | -0.4 |
DFAR | Dimensional US Real Estate ETF | 84.2 | 19 | -8 | 6.9 | -0.2 |
SCHH | Schwab U.S. REIT ETF | 82.1 | 7 | 4 | 7.2 | +0.0 |
FREL | Fidelity MSCI Real Estate Index ETF | 76.6 | 8 | 3 | 6.9 | -0.2 |
IYR | iShares U.S. Real Estate ETF | 72.9 | 40 | -29 | 6.7 | -0.5 |
REET | iShares Global REIT ETF | 71.8 | 14 | -3 | 6.9 | -0.2 |
XLRE | Real Estate Select Sector SPDR Fund | 70.4 | 9 | 2 | 6.5 | -0.7 |
RWO | SPDR Dow Jones Global Real Estate ETF | 69.7 | 50 | -39 | 6.4 | -0.7 |
VNQ | Vanguard Real Estate ETF | 66.5 | 12 | -1 | 6.8 | -0.3 |
ICF | iShares Cohen & Steers REIT ETF | 65.7 | 33 | -22 | 6.4 | -0.7 |
DFGR | Dimensional Global Real Estate ETF | 62.3 | 22 | -11 | 6.7 | -0.4 |
ERET | iShares Environmentally Aware Real Estate ETF | 59.6 | 30 | -19 | 6.9 | -0.3 |
AVRE | Avantis Real Estate ETF | 58.8 | 17 | -6 | 6.3 | -0.8 |
CRED | Columbia Research Enhanced Real Estate ETF | 57.4 | 33 | -22 | 7.3 | +0.1 |
PPTY | US Diversified Real Estate ETF | 55.4 | 53 | -42 | 6.6 | -0.5 |
FPRO | Fidelity Real Estate Investment ETF | 53.8 | 59 | -48 | 5.7 | -1.5 |
RSPR | Invesco S&P 500 Equal Weight Real Estate ETF | 52.6 | 40 | -29 | 6.8 | -0.4 |
ROOF | IQ CBRE NextGen Real Estate ETF | 47.8 | 60 | -49 | 7.5 | +0.3 |
JPRE | JPMorgan Realty Income ETF | 47.1 | 50 | -39 | 6.5 | -0.7 |
REAI | Intelligent Real Estate ETF | 43.6 | 59 | -48 | 7.4 | +0.3 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 42.9 | 45 | -34 | 6.6 | -0.6 |
RITA | ETFB Green SRI REITs ETF | 42.0 | 50 | -39 | 5.8 | -1.3 |
PSR | Invesco Active U.S. Real Estate Fund | 41.1 | 35 | -24 | 7.3 | +0.2 |
JRE | Janus Henderson U.S. Real Estate ETF | 37.0 | 65 | -54 | 6.2 | -0.9 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 36.6 | 55 | -44 | 4.9 | -2.2 |
REZ | iShares Residential and Multisector Real Estate ETF | 34.1 | 48 | -37 | 6.2 | -0.9 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 33.0 | 75 | -64 | 4.7 | -2.5 |
BYRE | Principal Real Estate Active Opportunities ETF | 31.7 | 65 | -54 | 5.9 | -1.3 |
IQRA | IQ CBRE Real Assets ETF | 31.6 | 65 | -54 | 5.8 | -1.4 |
NURE | Nuveen Short-Term REIT ETF | 29.2 | 35 | -24 | 5.8 | -1.3 |
IVRA | Invesco Real Assets ESG ETF | 28.5 | 59 | -48 | 7.2 | +0.0 |
HAUS | Residential REIT ETF | 28.2 | 60 | -49 | 6.1 | -1.1 |
INDS | Pacer Industrial Real Estate ETF | 25.2 | 55 | -44 | 5.6 | -1.6 |
WTRE | WisdomTree New Economy Real Estate Fund | 24.7 | 58 | -47 | 4.7 | -2.4 |
DTRE | First Trust Alerian Disruptive Technology Real Estate ETF | 22.9 | 60 | -49 | 3.5 | -3.6 |
SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 22.8 | 7 | 4 | 9.6 | +2.4 |
BLDG | Cambria Global Real Estate ETF | 22.0 | 60 | -49 | 9.2 | +2.0 |
HOMZ | Hoya Capital Housing ETF | 19.9 | 30 | -19 | 7.9 | +0.8 |
RDOG | ALPS REIT Dividend Dogs ETF | 17.1 | 35 | -24 | 13.5 | +6.4 |
VRAI | Virtus Real Asset Income ETF | 16.8 | 55 | -44 | 8.6 | +1.4 |
RIET | Hoya Capital High Dividend Yield ETF | 16.2 | 50 | -39 | 14.3 | +7.1 |
SRVR | Pacer Data & Infrastructure Real Estate ETF | 14.6 | 55 | -44 | 2.7 | -4.5 |
NETL | NETLease Corporate Real Estate ETF | 12.8 | 60 | -49 | 9.4 | +2.2 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 12.3 | 49 | -38 | 6.3 | -0.9 |
VPN | Global X Data Center REITs & Digital Infrastructure ETF | 12.3 | 50 | -39 | 2.0 | -5.1 |
LVHD | Franklin U.S. Low Volatility High Dividend Index ETF | 11.8 | 27 | -16 | 8.5 | +1.4 |
BIBL | Inspire 100 ETF | 10.3 | 35 | -24 | 4.6 | -2.5 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 10.2 | 30 | -19 | 9.7 | +2.6 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 10.1 | 60 | -49 | 7.6 | +0.4 |
ULVM | VictoryShares US Value Momentum ETF | 9.8 | 20 | -9 | 7.3 | +0.1 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 9.6 | 80 | -69 | 6.4 | -0.8 |
KBWY | Invesco KBW Premium Yield Equity REIT ETF | 9.2 | 35 | -24 | 19.7 | +12.6 |
DFRA | Donoghue Forlines Yield Enhanced Real Asset ETF | 9.1 | 69 | -58 | 8.4 | +1.2 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 8.8 | 25 | -14 | 6.7 | -0.4 |
CZA | Invesco Zacks Mid-Cap ETF | 8.8 | 72 | -61 | 6.1 | -1.0 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 8.8 | 31 | -20 | 7.4 | +0.2 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 8.4 | 29 | -18 | 7.3 | +0.1 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 8.3 | 20 | -9 | 9.9 | +2.7 |
DON | WisdomTree U.S. MidCap Dividend Fund | 8.2 | 38 | -27 | 8.6 | +1.4 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 8.2 | 15 | -4 | 8.2 | +1.1 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 8.2 | 18 | -7 | 8.2 | +1.1 |
VTWV | Vanguard Russell 2000 Value ETF | 8.2 | 15 | -4 | 5.8 | -1.4 |
IWS | iShares Russell Mid-Cap Value ETF | 8.2 | 23 | -12 | 6.5 | -0.7 |
BWEB | Bitwise Web3 ETF | 8.1 | 85 | -74 | 0.8 | -6.3 |
VOE | Vanguard Mid-Cap Value ETF | 8.0 | 7 | 4 | 7.3 | +0.2 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 8.0 | 24 | -13 | 7.9 | +0.7 |
IWN | iShares Russell 2000 Value ETF | 8.0 | 24 | -13 | 5.7 | -1.5 |
PY | Principal Value ETF | 7.9 | 15 | -4 | 7.4 | +0.3 |
LGLV | SPDR SSGA US Large Cap Low Volatility Index ETF | 7.9 | 12 | -1 | 5.4 | -1.8 |
DEW | WisdomTree Global High Dividend Fund | 7.7 | 58 | -47 | 9.0 | +1.8 |
FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | 7.7 | 60 | -49 | 8.2 | +1.1 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 7.6 | 15 | -4 | 7.6 | +0.4 |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | 7.5 | 15 | -4 | 6.0 | -1.1 |
FDVV | Fidelity High Dividend ETF | 7.1 | 15 | -4 | 8.5 | +1.4 |
PSCF | Invesco S&P SmallCap Financials ETF | 7.1 | 29 | -18 | 9.9 | +2.7 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 6.9 | 18 | -7 | 7.5 | +0.4 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 6.8 | 20 | -9 | 6.0 | -1.2 |
MILN | Global X Millennial Consumer ETF | 6.8 | 50 | -39 | 2.3 | -4.8 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 6.8 | 38 | -27 | 8.1 | +0.9 |
BEDZ | AdvisorShares Hotel ETF | 6.7 | 100 | -89 | 2.8 | -4.3 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 6.7 | 6 | 5 | 7.9 | +0.7 |
JHDV | John Hancock U.S. High Dividend ETF | 6.6 | 34 | -23 | 6.3 | -0.8 |
ICAP | InfraCap Equity Income Fund ETF | 6.6 | 171 | -160 | 6.8 | -0.4 |
FLDZ | RiverNorth Patriot ETF | 6.5 | 75 | -64 | 5.8 | -1.3 |
SPDV | AAM S&P 500 High Dividend Value ETF | 6.5 | 29 | -18 | 10.3 | +3.2 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 6.5 | 15 | -4 | 8.0 | +0.9 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 6.5 | 10 | 1 | 4.6 | -2.6 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 6.4 | 24 | -13 | 7.7 | +0.5 |
VBR | Vanguard Small Cap Value ETF | 6.3 | 7 | 4 | 8.1 | +0.9 |
VO | Vanguard Mid-Cap ETF | 6.3 | 4 | 7 | 5.7 | -1.4 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 6.2 | 25 | -14 | 6.6 | -0.6 |
TXS | Texas Capital Texas Equity Index ETF | 6.2 | 49 | -38 | 5.5 | -1.7 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 6.2 | 10 | 1 | 4.6 | -2.5 |
CVY | Invesco Zacks Multi-Asset Income ETF | 6.2 | 106 | -95 | 10.3 | +3.1 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 6.2 | 12 | -1 | 7.6 | +0.4 |
MDY | SPDR S&P Midcap 400 ETF Trust | 6.2 | 23 | -12 | 6.6 | -0.6 |
FCLD | Fidelity Cloud Computing ETF | 6.1 | 39 | -28 | 2.2 | -5.0 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 6.1 | 10 | 1 | 7.8 | +0.6 |
IMCB | iShares Morningstar Mid-Cap ETF | 6.1 | 4 | 7 | 6.0 | -1.2 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 6.1 | 15 | -4 | 8.7 | +1.6 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 6.0 | 4 | 7 | 6.0 | -1.2 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 6.0 | 9 | 2 | 3.9 | -3.3 |
IJR | iShares Core S&P Small Cap ETF | 6.0 | 6 | 5 | 7.9 | +0.8 |
IWR | iShares Russell Midcap ETF | 6.0 | 19 | -8 | 5.5 | -1.6 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 6.0 | 3 | 8 | 8.0 | +0.8 |
RNSC | Furst Trust Small Cap US Equity Select ETF | 6.0 | 60 | -49 | 8.1 | +1.0 |
ISMD | Inspire Small/Mid Cap ETF | 6.0 | 54 | -43 | 6.0 | -1.2 |
NUDV | Nuveen ESG Dividend ETF | 6.0 | 26 | -15 | 7.4 | +0.3 |
AGNG | Global X Aging Population ETF | 6.0 | 50 | -39 | 3.9 | -3.3 |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 6.0 | 3 | 8 | 6.8 | -0.4 |
IJH | iShares Core S&P Mid-Cap ETF | 6.0 | 5 | 6 | 33.8 | +26.7 |
ISCV | iShares Morningstar Small Cap Value ETF | 5.8 | 6 | 5 | 8.1 | +1.0 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 5.8 | 12 | -1 | 6.6 | -0.6 |
FSMD | Fidelity Small-Mid Multifactor ETF | 5.8 | 15 | -4 | 7.2 | +0.0 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 5.7 | 20 | -9 | 6.2 | -0.9 |
SCHM | Schwab U.S. Mid-Cap ETF | 5.6 | 4 | 7 | 6.1 | -1.0 |
RNMC | First Trust Mid Cap US Equity Select ETF | 5.6 | 60 | -49 | 7.7 | +0.6 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 5.5 | 6 | 5 | 4.1 | -3.1 |
ERTH | Invesco MSCI Sustainable Future ETF | 5.5 | 62 | -51 | 3.5 | -3.7 |
IJS | iShares S&P Small-Cap 600 Value ETF | 5.4 | 18 | -7 | 9.0 | +1.9 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 5.4 | 15 | -4 | 9.1 | +2.0 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 5.4 | 10 | 1 | 6.8 | -0.4 |
VB | Vanguard Small-Cap ETF | 5.3 | 5 | 6 | 5.3 | -1.9 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 5.2 | 15 | -4 | 7.3 | +0.2 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 5.2 | 37 | -26 | 4.7 | -2.4 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 5.2 | 15 | -4 | 6.8 | -0.3 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 5.2 | 4 | 7 | 5.5 | -1.6 |
NUSC | Nuveen ESG Small-Cap ETF | 5.2 | 31 | -20 | 5.0 | -2.1 |
FMET | Fidelity Metaverse ETF | 5.2 | 39 | -28 | 4.2 | -2.9 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 5.1 | 61 | -50 | 7.1 | -0.1 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 5.0 | 9 | 2 | 5.7 | -1.4 |
STXK | Strive Small-Cap ETF | 4.9 | 18 | -7 | 5.1 | -2.0 |
QDF | FlexShares Quality Dividend Index Fund | 4.9 | 37 | -26 | 4.9 | -2.2 |
ISCB | iShares Morningstar Small-Cap ETF | 4.9 | 4 | 7 | 5.2 | -1.9 |
HAPY | Harbor Human Capital Factor Unconstrained ETF | 4.9 | 50 | -39 | 3.3 | -3.9 |
AFMC | First Trust Active Factor Mid Cap ETF | 4.9 | 65 | -54 | 7.5 | +0.4 |
GDIV | Harbor Dividend Growth Leaders ETF | 4.8 | 50 | -39 | 6.0 | -1.2 |
SCHA | Schwab U.S. Small-Cap ETF | 4.7 | 4 | 7 | 4.7 | -2.4 |
RSP | Invesco S&P 500 Equal Weight ETF | 4.7 | 20 | -9 | 6.0 | -1.1 |
EUSA | iShares MSCI USA Equal Weighted ETF | 4.7 | 9 | 2 | 5.9 | -1.3 |
SNPV | Xtrackers S&P 500 Value ESG ETF | 4.7 | 15 | -4 | 6.5 | -0.7 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 4.7 | 15 | -4 | 7.5 | +0.3 |
BLES | Inspire Global Hope ETF | 4.6 | 61 | -50 | 6.2 | -1.0 |
ETHO | Etho Climate Leadership U.S. ETF | 4.6 | 47 | -36 | 3.9 | -3.3 |
PSC | Principal U.S. Small-Cap ETF | 4.6 | 38 | -27 | 7.8 | +0.7 |
AIEQ | AI Powered Equity ETF | 4.6 | 75 | -64 | 5.5 | -1.7 |
VOT | Vanguard Mid-Cap Growth ETF | 4.6 | 7 | 4 | 4.0 | -3.1 |
SMLF | iShares U.S. SmallCap Equity Factor ETF | 4.6 | 15 | -4 | 5.9 | -1.2 |
SIZE | iShares MSCI USA Size Factor ETF | 4.6 | 15 | -4 | 5.8 | -1.3 |
VTWO | Vanguard Russell 2000 ETF | 4.6 | 10 | 1 | 3.8 | -3.4 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 4.6 | 15 | -4 | 6.6 | -0.6 |
JHSC | John Hancock Multifactor Small Cap ETF | 4.5 | 42 | -31 | 6.0 | -1.1 |
SFYX | SoFi Next 500 ETF | 4.5 | 0 | 11 | 5.5 | -1.7 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 4.5 | 25 | -14 | 7.0 | -0.2 |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 4.5 | 17 | -6 | 5.4 | -1.8 |
FCPI | Fidelity Stocks for Inflation ETF | 4.5 | 15 | -4 | 8.7 | +1.6 |
BRNY | Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation | 4.5 | 79 | -68 | 6.2 | -1.0 |
IWM | iShares Russell 2000 ETF | 4.4 | 19 | -8 | 3.6 | -3.6 |
DHS | WisdomTree U.S. High Dividend Fund | 4.4 | 38 | -27 | 8.8 | +1.7 |
GLIF | AGF Global Infrastructure ETF | 4.4 | 45 | -34 | 5.6 | -1.6 |
SRET | Global X SuperDividend REIT ETF | 4.4 | 59 | -48 | 11.4 | +4.3 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 4.4 | 7 | 4 | 5.6 | -1.6 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 4.3 | 12 | -1 | 7.5 | +0.3 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 4.3 | 39 | -28 | 4.1 | -3.1 |
FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 4.3 | 30 | -19 | 7.6 | +0.5 |
KONG | Formidable Fortress ETF | 4.3 | 89 | -78 | 5.9 | -1.2 |
UDI | USCF Dividend Income Fund | 4.2 | 65 | -54 | 7.2 | +0.0 |
XDAT | Franklin Exponential Data ETF | 4.2 | 50 | -39 | 2.7 | -4.5 |
VXF | Vanguard Extended Market ETF | 4.1 | 6 | 5 | 3.8 | -3.3 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 4.1 | 20 | -9 | 7.7 | +0.5 |
SDY | SPDR S&P Dividend ETF | 4.1 | 35 | -24 | 6.4 | -0.7 |
VBK | Vanguard Small-Cap Growth ETF | 4.0 | 7 | 4 | 1.4 | -5.8 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 4.0 | 49 | -38 | 5.7 | -1.5 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 4.0 | 15 | -4 | 5.5 | -1.6 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 4.0 | 17 | -6 | 5.5 | -1.7 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 4.0 | 50 | -39 | 6.7 | -0.5 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 4.0 | 6 | 5 | 2.4 | -4.8 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 4.0 | 20 | -9 | 6.6 | -0.6 |
MAGA | Point Bridge America First ETF | 4.0 | 72 | -61 | 6.2 | -0.9 |
OSCV | Opus Small Cap Value ETF | 4.0 | 79 | -68 | 6.0 | -1.1 |
JHMM | John Hancock Multifactor Mid Cap ETF | 4.0 | 42 | -31 | 6.5 | -0.7 |
DTD | WisdomTree U.S. Total Dividend Fund | 3.9 | 28 | -17 | 6.4 | -0.7 |
VICE | AdvisorShares Vice ETF | 3.9 | 99 | -88 | 6.4 | -0.7 |
BJK | VanEck Gaming ETF | 3.9 | 65 | -54 | 1.5 | -5.6 |
SMDY | Syntax Stratified MidCap ETF | 3.9 | 35 | -24 | 6.1 | -1.0 |
IGPT | Invesco AI and Next Gen Software ETF | 3.9 | 60 | -49 | 3.4 | -3.8 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 3.9 | 25 | -14 | 8.7 | +1.6 |
REVS | Columbia Research Enhanced Value ETF | 3.8 | 19 | -8 | 7.6 | +0.5 |
IWD | iShares Russell 1000 Value ETF | 3.8 | 19 | -8 | 6.5 | -0.7 |
BGIG | Bahl & Gaynor Income Growth ETF | 3.8 | 45 | -34 | 5.3 | -1.9 |
AFSM | First Trust Active Factor Small Cap ETF | 3.8 | 75 | -64 | 7.7 | +0.6 |
VONV | Vanguard Russell 1000 Value ETF | 3.8 | 8 | 3 | 6.6 | -0.5 |
CRUZ | Defiance Hotel Airline and Cruise ETF | 3.8 | 45 | -34 | -4.0 | -11.2 |
BMVP | Invesco Bloomberg MVP Multi-factor ETF | 3.8 | 29 | -18 | 7.9 | +0.7 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 3.7 | 10 | 1 | 5.3 | -1.9 |
QLV | FlexShares US Quality Low Volatility Index Fund | 3.7 | 22 | -11 | 5.0 | -2.1 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 3.7 | 55 | -44 | 4.0 | -3.1 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 3.7 | 28 | -17 | 6.1 | -1.0 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 3.7 | 75 | -64 | 2.9 | -4.3 |
CLOU | Global X Cloud Computing ETF | 3.6 | 68 | -57 | 1.9 | -5.2 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 3.6 | 15 | -4 | 6.7 | -0.4 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 3.6 | 18 | -7 | 6.7 | -0.4 |
SCHV | Schwab U.S. Large-Cap Value ETF | 3.5 | 4 | 7 | 6.6 | -0.6 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 3.5 | 12 | -1 | 7.4 | +0.2 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 3.5 | 59 | -48 | 2.6 | -4.5 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 3.5 | 35 | -24 | 6.1 | -1.1 |
IUSV | iShares Core S&P US Value ETF | 3.5 | 4 | 7 | 6.7 | -0.4 |
SMMD | iShares Russell 2500 ETF | 3.5 | 15 | -4 | 5.8 | -1.3 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 3.4 | 64 | -53 | 2.0 | -5.2 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 3.4 | 15 | -4 | 6.1 | -1.0 |
USXF | iShares ESG Advanced MSCI USA ETF | 3.3 | 10 | 1 | 4.8 | -2.4 |
VOOV | Vanguard S&P 500 Value ETF | 3.3 | 10 | 1 | 5.5 | -1.7 |
WCEO | Hypatia Women CEO ETF | 3.3 | 85 | -74 | 5.7 | -1.4 |
JRNY | ALPS Global Travel Beneficiaries ETF | 3.2 | 65 | -54 | 0.5 | -6.6 |
PFI | Invesco Dorsey Wright Financial Momentum ETF | 3.2 | 60 | -49 | 6.1 | -1.0 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 3.2 | 73 | -62 | 11.6 | +4.5 |
IVE | iShares S&P 500 Value ETF | 3.2 | 18 | -7 | 6.5 | -0.6 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 3.2 | 4 | 7 | 6.7 | -0.5 |
CSML | IndexIQ ETF Trust IQ U.S. Small Cap ETF | 3.2 | 35 | -24 | 5.2 | -1.9 |
SCAP | InfraCap Small Cap Income ETF | 3.1 | 135 | -124 | 0.0 | -7.1 |
VEGN | US Vegan Climate ETF | 3.1 | 60 | -49 | 4.5 | -2.7 |
KVLE | KraneShares Value Line Dynamic Dividend Equity Index ETF | 3.1 | 56 | -45 | 4.9 | -2.2 |
STXV | Strive 1000 Value ETF | 3.1 | 18 | -7 | 7.8 | +0.6 |
VNSE | Natixis Vaughan Nelson Select ETF | 3.0 | 80 | -69 | 3.2 | -3.9 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 2.9 | 60 | -49 | 5.4 | -1.8 |
SSPY | Syntax Stratified LargeCap ETF | 2.9 | 30 | -19 | 6.4 | -0.8 |
SSLY | Syntax Stratified SmallCap ETF | 2.9 | 40 | -29 | 7.4 | +0.2 |
HDUS | Hartford Disciplined US Equity ETF | 2.9 | 19 | -8 | 6.1 | -1.1 |
TMFG | Motley Fool Global Opportunities ETF | 2.8 | 85 | -74 | 3.2 | -3.9 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 2.8 | 71 | -60 | 0.9 | -6.3 |
KNCT | Invesco Next Gen Connectivity ETF | 2.8 | 40 | -29 | 5.6 | -1.6 |
GK | AdvisorShares Gerber Kawasaki ETF | 2.8 | 75 | -64 | 3.0 | -4.2 |
DEMZ | Democratic Large Cap Core ETF | 2.7 | 45 | -34 | 4.0 | -3.2 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 2.7 | 67 | -56 | 9.3 | +2.2 |
VNMC | Natixis Vaughan Nelson Mid Cap ETF | 2.7 | 85 | -74 | 5.1 | -2.1 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 2.7 | 59 | -48 | 5.4 | -1.7 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 2.6 | 39 | -28 | 10.7 | +3.6 |
EES | WisdomTree U.S. SmallCap Fund | 2.6 | 38 | -27 | 10.1 | +2.9 |
QLC | FlexShares US Quality Large Cap Index Fund | 2.6 | 25 | -14 | 5.5 | -1.7 |
VTV | Vanguard Value ETF | 2.6 | 4 | 7 | 6.9 | -0.2 |
JVAL | JPMorgan U.S. Value Factor ETF | 2.5 | 12 | -1 | 8.2 | +1.1 |
DEUS | Xtrackers Russell US Multifactor ETF | 2.5 | 17 | -6 | 6.9 | -0.3 |
DIV | Global X SuperDividend US ETF | 2.5 | 45 | -34 | 9.0 | +1.8 |
NXTG | First Trust Indxx NextG ETF | 2.5 | 70 | -59 | 5.7 | -1.4 |
TECB | iShares U.S. Tech Breakthrough Multisector ETF | 2.5 | 40 | -29 | 3.8 | -3.3 |
EQUL | IQ Engender Equality ETF | 2.5 | 45 | -34 | 6.7 | -0.5 |
ROUS | Hartford Multifactor US Equity ETF | 2.5 | 19 | -8 | 6.3 | -0.9 |
AFLG | First Trust Active Factor Large Cap ETF | 2.5 | 55 | -44 | 6.0 | -1.1 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 2.5 | 9 | 2 | 5.6 | -1.6 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 2.5 | 70 | -59 | 1.7 | -5.4 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 2.4 | 50 | -39 | 8.1 | +0.9 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 2.4 | 15 | -4 | 6.8 | -0.4 |
USMF | WisdomTree U.S. Multifactor Fund | 2.4 | 28 | -17 | 6.7 | -0.4 |
FVAL | Fidelity Value Factor ETF | 2.4 | 15 | -4 | 7.0 | -0.2 |
EZM | WisdomTree U.S. MidCap Fund | 2.4 | 38 | -27 | 8.1 | +1.0 |
FLRG | Fidelity U.S. Multifactor ETF | 2.4 | 15 | -4 | 6.9 | -0.3 |
FLLV | Franklin U.S. Low Volatility ETF | 2.4 | 29 | -18 | 5.7 | -1.4 |
DIVB | iShares Core Dividend ETF | 2.4 | 5 | 6 | 7.8 | +0.7 |
NULV | Nuveen ESG Large-Cap Value ETF | 2.3 | 26 | -15 | 7.1 | -0.1 |
SIXL | ETC 6 Meridian Low Beta Equity ETF | 2.3 | 80 | -69 | 5.0 | -2.1 |
FLV | American Century Focused Large Cap Value ETF | 2.3 | 42 | -31 | 6.5 | -0.7 |
ESGV | Vanguard ESG U.S. Stock ETF | 2.3 | 9 | 2 | 4.9 | -2.3 |
FQAL | Fidelity Quality Factor ETF | 2.3 | 15 | -4 | 5.7 | -1.5 |
IQSU | IQ Candriam U.S. Large Cap Equity ETF | 2.3 | 9 | 2 | 4.9 | -2.3 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 2.3 | 52 | -41 | 6.5 | -0.7 |
FLQS | Franklin U.S. Small Cap Multifactor Index ETF | 2.3 | 35 | -24 | 7.3 | +0.2 |
PRF | Invesco FTSE RAFI US 1000 ETF | 2.2 | 39 | -28 | 6.5 | -0.7 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 2.2 | 47 | -36 | 5.7 | -1.5 |
JOET | Virtus Terranova US Quality Momentum ETF | 2.2 | 29 | -18 | 4.9 | -2.3 |
STXD | Strive 1000 Dividend Growth ETF | 2.2 | 35 | -24 | 5.3 | -1.9 |
ADME | Aptus Drawdown Managed Equity ETF | 2.2 | 79 | -68 | 4.3 | -2.8 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 2.2 | 29 | -18 | 9.0 | +1.9 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 2.1 | 60 | -49 | 6.0 | -1.1 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 2.1 | 60 | -49 | 6.8 | -0.4 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 2.1 | 25 | -14 | 5.5 | -1.6 |
JAVA | JPMorgan Active Value ETF | 2.1 | 44 | -33 | 6.5 | -0.6 |
CHGX | AXS Change Finance ESG ETF | 2.1 | 49 | -38 | 4.9 | -2.3 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 2.1 | 18 | -7 | 6.6 | -0.5 |
IWV | iShares Russell 3000 ETF | 2.1 | 20 | -9 | 4.8 | -2.3 |
SCHB | Schwab U.S. Broad Market ETF | 2.1 | 3 | 8 | 5.0 | -2.1 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 2.1 | 20 | -9 | 6.9 | -0.2 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2.0 | 3 | 8 | 5.0 | -2.1 |
DSI | iShares MSCI KLD 400 Social ETF | 2.0 | 25 | -14 | 4.9 | -2.2 |
VTI | Vanguard Total Stock Market ETF | 2.0 | 3 | 8 | 4.9 | -2.2 |
JHML | John Hancock Multifactor Large Cap ETF | 2.0 | 29 | -18 | 5.5 | -1.7 |
VTHR | Vanguard Russell 3000 ETF | 2.0 | 10 | 1 | 4.9 | -2.2 |
FSST | Fidelity Sustainable U.S. Equity ETF | 2.0 | 59 | -48 | 4.7 | -2.4 |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 2.0 | 3 | 8 | 5.3 | -1.9 |
ROE | Astoria US Quality Kings ETF | 2.0 | 49 | -38 | 7.7 | +0.5 |
SMMV | iShares MSCI USA Small-Cap Min Vol Factor ETF | 2.0 | 20 | -9 | 4.4 | -2.7 |
RFFC | ALPS Active Equity Opportunity ETF | 2.0 | 48 | -37 | 4.5 | -2.7 |
FDMO | Fidelity Momentum Factor ETF | 2.0 | 15 | -4 | 3.4 | -3.8 |
HAPI | Harbor Human Capital Factor US Large Cap ETF | 2.0 | 36 | -25 | 4.6 | -2.6 |
FDRR | Fidelity Dividend ETF for Rising Rates | 2.0 | 15 | -4 | 7.0 | -0.1 |
APUE | ActivePassive U.S. Equity ETF | 2.0 | 45 | -34 | 4.9 | -2.3 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 2.0 | 9 | 2 | 4.9 | -2.3 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 2.0 | 65 | -54 | 5.1 | -2.1 |
SHE | SPDR MSCI USA Gender Diversity ETF | 1.9 | 20 | -9 | 4.7 | -2.4 |
VLU | SPDR S&P 1500 Value Tilt ETF | 1.9 | 12 | -1 | 7.1 | -0.1 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 1.9 | 15 | -4 | 4.7 | -2.4 |
IWB | iShares Russell 1000 ETF | 1.9 | 15 | -4 | 5.0 | -2.2 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 1.9 | 12 | -1 | 4.6 | -2.5 |
SCHK | Schwab 1000 Index ETF | 1.9 | 5 | 6 | 5.1 | -2.0 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 1.9 | 12 | -1 | 4.9 | -2.2 |
IYY | iShares Dow Jones U.S. ETF | 1.9 | 20 | -9 | 4.9 | -2.2 |
POWA | Invesco Bloomberg Pricing Power ETF | 1.9 | 40 | -29 | 5.4 | -1.7 |
VONE | Vanguard Russell 1000 ETF | 1.9 | 8 | 3 | 5.1 | -2.1 |
TMFM | Motley Fool Mid-Cap Growth ETF | 1.9 | 85 | -74 | 3.0 | -4.2 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 1.9 | 40 | -29 | 6.6 | -0.6 |
SPHB | Invesco S&P 500 High Beta ETF | 1.9 | 25 | -14 | 4.7 | -2.5 |
SCHX | Schwab U.S. Large-Cap ETF | 1.9 | 3 | 8 | 5.1 | -2.0 |
FDLO | Fidelity Low Volatility Factor ETF | 1.9 | 15 | -4 | 5.4 | -1.7 |
JEPI | JPMorgan Equity Premium Income ETF | 1.8 | 35 | -24 | 5.3 | -1.9 |
ILCV | iShares Morningstar Value ETF | 1.8 | 4 | 7 | 6.6 | -0.5 |
QUAL | iShares MSCI USA Quality Factor ETF | 1.8 | 15 | -4 | 5.2 | -1.9 |
SNPE | Xtrackers S&P 500 ESG ETF | 1.8 | 10 | 1 | 5.2 | -2.0 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 1.8 | 9 | 2 | 5.0 | -2.2 |
ILCB | iShares Morningstar U.S. Equity ETF | 1.8 | 3 | 8 | 5.1 | -2.1 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 1.8 | 14 | -3 | 5.2 | -1.9 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 1.8 | 25 | -14 | 5.9 | -1.2 |
SPLV | Invesco S&P 500 Low Volatility ETF | 1.8 | 25 | -14 | 5.9 | -1.3 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 1.8 | 60 | -49 | 4.4 | -2.8 |
PBUS | Invesco MSCI USA ETF | 1.8 | 4 | 7 | 5.1 | -2.0 |
ILCG | iShares Morningstar Growth ETF | 1.8 | 4 | 7 | 3.9 | -3.3 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 1.8 | 20 | -9 | 4.9 | -2.2 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 1.8 | 2 | 9 | 5.1 | -2.1 |
JQUA | JPMorgan U.S. Quality Factor ETF | 1.8 | 12 | -1 | 5.5 | -1.7 |
XVV | iShares ESG Screened S&P 500 ETF | 1.7 | 8 | 3 | 5.0 | -2.2 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 1.7 | 11 | 0 | 5.1 | -2.1 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 1.7 | 25 | -14 | 6.8 | -0.3 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 1.7 | 70 | -59 | 9.4 | +2.2 |
IVV | iShares Core S&P 500 ETF | 1.7 | 3 | 8 | 5.1 | -2.0 |
SPY | SPDR S&P 500 ETF Trust | 1.7 | 9 | 2 | 5.1 | -2.1 |
BUYZ | Franklin Disruptive Commerce ETF | 1.7 | 50 | -39 | 1.8 | -5.3 |
DVND | Touchstone Dividend Select ETF | 1.7 | 67 | -56 | 6.2 | -1.0 |
SPLG | SPDR Portfolio S&P 500 ETF | 1.7 | 2 | 9 | 5.1 | -2.0 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 1.7 | 39 | -28 | 9.2 | +2.1 |
YALL | God Bless America ETF | 1.7 | 65 | -54 | 3.5 | -3.6 |
VOO | Vanguard S&P 500 ETF | 1.7 | 3 | 8 | 5.2 | -2.0 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 1.7 | 7 | 4 | 5.0 | -2.1 |
ISHP | First Trust Nasdaq Retail ETF | 1.7 | 60 | -49 | 3.0 | -4.1 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 1.7 | 29 | -18 | 5.0 | -2.1 |
ROSC | Hartford Multifactor Small Cap ETF | 1.7 | 34 | -23 | 10.0 | +2.8 |
VV | Vanguard Large-Cap ETF | 1.6 | 4 | 7 | 5.1 | -2.1 |
WLDR | Affinity World Leaders Equity ETF | 1.6 | 67 | -56 | 8.2 | +1.1 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 1.6 | 11 | 0 | 5.0 | -2.1 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 1.6 | 59 | -48 | 8.2 | +1.0 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 1.6 | 29 | -18 | 6.0 | -1.1 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 1.6 | 0 | 11 | 5.1 | -2.1 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 1.6 | 7 | 4 | 5.0 | -2.1 |
SFY | SoFi Select 500 ETF | 1.6 | 0 | 11 | 5.0 | -2.1 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 1.6 | 65 | -54 | 4.1 | -3.0 |
VOTE | TCW Transform 500 ETF | 1.6 | 5 | 6 | 5.1 | -2.1 |
GURU | Global X Guru Index ETF | 1.6 | 75 | -64 | 3.8 | -3.4 |
LRGF | iShares U.S. Equity Factor ETF | 1.6 | 8 | 3 | 5.7 | -1.4 |
STRV | Strive 500 ETF | 1.6 | 5 | 6 | 5.1 | -2.1 |
RECS | Columbia Research Enhanced Core ETF | 1.6 | 15 | -4 | 5.4 | -1.7 |
SDIV | Global X Superdividend ETF | 1.6 | 58 | -47 | 16.4 | +9.2 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 1.6 | 20 | -9 | 4.9 | -2.2 |
FDWM | Fidelity Women's Leadership ETF | 1.6 | 59 | -48 | 4.7 | -2.4 |
CHAT | Roundhill Generative AI & Technology ETF | 1.5 | 75 | -64 | 2.6 | -4.6 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 1.5 | 15 | -4 | 5.8 | -1.4 |
BOUT | Innovator IBD Breakout Opportunities ETF | 1.5 | 81 | -70 | 4.1 | -3.0 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 1.5 | 10 | 1 | 4.9 | -2.2 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 1.5 | 59 | -48 | 3.1 | -4.0 |
CVAR | Cultivar ETF | 1.5 | 87 | -76 | 7.0 | -0.1 |
WTV | WisdomTree US Value Fund of Benef Interest | 1.5 | 12 | -1 | 8.5 | +1.3 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 1.5 | 75 | -64 | 4.7 | -2.5 |
WDIV | SPDR S&P Global Dividend ETF | 1.5 | 40 | -29 | 9.5 | +2.4 |
SUSL | iShares ESG MSCI USA Leaders ETF | 1.5 | 10 | 1 | 4.9 | -2.2 |
FIVG | Defiance Next Gen Connectivity ETF | 1.5 | 30 | -19 | 6.1 | -1.0 |
QDIV | Global X S&P 500 Quality Dividend ETF | 1.5 | 20 | -9 | 8.6 | +1.5 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 1.4 | 60 | -49 | 4.2 | -3.0 |
STXG | Strive 1000 Growth ETF | 1.4 | 18 | -7 | 4.0 | -3.1 |
ACVF | American Conservative Values ETF | 1.4 | 75 | -64 | 4.2 | -2.9 |
CGUS | Capital Group Core Equity ETF | 1.4 | 33 | -22 | 4.6 | -2.5 |
SIXA | ETC 6 Meridian Mega Cap Equity ETF | 1.4 | 80 | -69 | 5.6 | -1.5 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 1.4 | 9 | 2 | 5.6 | -1.5 |
RVRB | Reverb ETF | 1.4 | 30 | -19 | 4.8 | -2.3 |
FNDX | Schwab Fundamental US Large Co. Index ETF | 1.3 | 25 | -14 | 6.8 | -0.3 |
PFM | Invesco Dividend Achievers ETF | 1.3 | 53 | -42 | 5.6 | -1.6 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 1.3 | 35 | -24 | 9.2 | +2.0 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.3 | 9 | 2 | 5.3 | -1.8 |
TOK | iShares MSCI Kokusai ETF | 1.3 | 26 | -15 | 5.2 | -2.0 |
RAFE | PIMCO RAFI ESG U.S. ETF | 1.3 | 29 | -18 | 6.9 | -0.2 |
IWX | iShares Russell Top 200 Value ETF | 1.3 | 20 | -9 | 6.5 | -0.7 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 1.3 | 75 | -64 | 2.8 | -4.4 |
AESR | Anfield U.S. Equity Sector Rotation ETF | 1.3 | 108 | -97 | 4.1 | -3.1 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 1.3 | 38 | -27 | 6.7 | -0.4 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.3 | 9 | 2 | 5.5 | -1.6 |
SVAL | iShares US Small Cap Value Factor ETF | 1.2 | 20 | -9 | 11.4 | +4.3 |
URTH | iShares MSCI World ETF | 1.2 | 24 | -13 | 5.3 | -1.9 |
VT | Vanguard Total World Stock ETF | 1.2 | 7 | 4 | 5.0 | -2.2 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 1.2 | 45 | -34 | 4.5 | -2.7 |
CACG | ClearBridge All Cap Growth ESG ETF | 1.2 | 54 | -43 | 3.2 | -4.0 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 1.2 | 75 | -64 | 4.7 | -2.5 |
ESGU | iShares ESG Aware MSCI USA ETF | 1.2 | 15 | -4 | 5.0 | -2.2 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 1.2 | 12 | -1 | 4.3 | -2.9 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 1.2 | 70 | -59 | 4.9 | -2.2 |
AMOM | Qraft AI-Enhanced U.S. Large Cap Momentum ETF | 1.2 | 75 | -64 | 3.0 | -4.2 |
SUSA | iShares MSCI USA ESG Select ETF | 1.1 | 25 | -14 | 5.1 | -2.1 |
FMIL | Fidelity New Millennium ETF | 1.1 | 59 | -48 | 4.0 | -3.2 |
ACWI | iShares MSCI ACWI ETF | 1.1 | 32 | -21 | 5.3 | -1.8 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 1.1 | 18 | -7 | 6.2 | -1.0 |
HLGE | Hartford Longevity Economy ETF | 1.1 | 44 | -33 | 6.3 | -0.8 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 1.1 | 90 | -79 | 8.0 | +0.9 |
DTEC | ALPS Disruptive Technologies ETF | 1.1 | 50 | -39 | 3.5 | -3.6 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 1.1 | 39 | -28 | 8.8 | +1.7 |
EQWL | Invesco S&P 100 Equal Weight ETF | 1.0 | 25 | -14 | 6.5 | -0.7 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 1.0 | 35 | -24 | 10.3 | +3.1 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 1.0 | 30 | -19 | 4.5 | -2.7 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 1.0 | 39 | -28 | 8.3 | +1.1 |
SMCP | AlphaMark Actively Managed Small Cap ETF | 1.0 | 90 | -79 | 0.0 | -7.1 |
KRMA | Global X Conscious Companies ETF | 1.0 | 43 | -32 | 5.6 | -1.6 |
AUSF | Global X Adaptive U.S. Factor ETF | 1.0 | 27 | -16 | 7.6 | +0.5 |
GDEF | Goldman Sachs Defensive Equity ETF | 1.0 | 55 | -44 | 4.3 | -2.8 |
SPGP | Invesco S&P 500 GARP ETF | 1.0 | 34 | -23 | 8.4 | +1.3 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.0 | 20 | -9 | 5.4 | -1.8 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 1.0 | 49 | -38 | 4.8 | -2.3 |
EPS | WisdomTree U.S. LargeCap Fund | 1.0 | 8 | 3 | 6.1 | -1.0 |
VUG | Vanguard Growth ETF | 0.9 | 4 | 7 | 4.0 | -3.1 |
IWO | iShares Russell 2000 Growth ETF | 0.9 | 24 | -13 | 1.4 | -5.8 |
VTWG | Vanguard Russell 2000 Growth ETF | 0.9 | 15 | -4 | 1.6 | -5.5 |
MGV | Vanguard Mega Cap Value ETF | 0.9 | 7 | 4 | 6.7 | -0.4 |
PEXL | Pacer US Export Leaders ETF | 0.9 | 60 | -49 | 5.2 | -1.9 |
NTZG | Nuveen Global Net Zero Transition ETF | 0.9 | 56 | -45 | 4.9 | -2.3 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 0.9 | 55 | -44 | 4.9 | -2.3 |
IETC | iShares U.S. Tech Independence Focused ETF | 0.9 | 18 | -7 | 4.0 | -3.1 |
IWP | iShares Russell Mid-Cap Growth ETF | 0.9 | 23 | -12 | 3.6 | -3.6 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 0.9 | 30 | -19 | 10.9 | +3.7 |
DIVD | Altrius Global Dividend ETF Altrius Global Divid ETF | 0.9 | 49 | -38 | 10.5 | +3.4 |
VLUE | iShares MSCI USA Value Factor ETF | 0.9 | 15 | -4 | 10.5 | +3.3 |
ESG | FlexShares Trust FlexShares STOXX US ESG Select Index Fund | 0.9 | 32 | -21 | 5.0 | -2.1 |
HKND | Humankind US Stock ETF | 0.8 | 11 | 0 | 6.7 | -0.5 |
RZG | Invesco S&P Smallcap 600 Pure Growth ETF | 0.8 | 35 | -24 | 7.1 | -0.1 |
DGT | SPDR Global Dow ETF | 0.8 | 50 | -39 | 6.5 | -0.6 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 0.8 | 60 | -49 | 6.7 | -0.4 |
IWC | iShares Micro-Cap ETF | 0.8 | 60 | -49 | -4.1 | -11.2 |
TMDV | ProShares Russell US Dividend Growers ETF | 0.8 | 35 | -24 | 6.4 | -0.7 |
NULC | Nuveen ESG Large-Cap ETF | 0.7 | 21 | -10 | 5.4 | -1.8 |
SIXS | ETC 6 Meridian Small Cap Equity ETF | 0.7 | 89 | -78 | 8.9 | +1.7 |
MGC | Vanguard Mega Cap ETF | 0.7 | 7 | 4 | 4.9 | -2.2 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.7 | 30 | -19 | 7.5 | +0.3 |
GLRY | Inspire Faithward Mid Cap Momentum ETF | 0.7 | 80 | -69 | 8.0 | +0.8 |
PRAY | FIS Christian Stock Fund | 0.7 | 69 | -58 | 5.7 | -1.5 |
VUSE | Vident U.S. Equity Strategy ETF | 0.7 | 50 | -39 | 4.5 | -2.6 |
IUSG | iShares Core S&P U.S. Growth ETF | 0.7 | 4 | 7 | 4.4 | -2.8 |
IWL | iShares Russell Top 200 ETF | 0.7 | 15 | -4 | 4.8 | -2.3 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.7 | 15 | -4 | 5.9 | -1.3 |
HLAL | Wahed FTSE USA Shariah ETF | 0.7 | 50 | -39 | 4.8 | -2.3 |
TMFS | Motley Fool Small-Cap Growth ETF | 0.7 | 85 | -74 | 2.9 | -4.2 |
EGUS | iShares ESG Aware MSCI USA Growth ETF | 0.7 | 18 | -7 | 4.1 | -3.0 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 0.7 | 40 | -29 | 7.1 | 0.0 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.6 | 30 | -19 | 9.1 | +2.0 |
KOCG | FIS Knights of Columbus Global Belief ETF | 0.6 | 75 | -64 | 5.0 | -2.1 |
GLOF | iShares Global Equity Factor ETF | 0.6 | 20 | -9 | 7.1 | -0.1 |
MGK | Vanguard Mega Cap Growth ETF | 0.6 | 7 | 4 | 4.1 | -3.0 |
PDP | Invesco Dorsey Wright Momentum ETF | 0.6 | 62 | -51 | 3.4 | -3.7 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.6 | 42 | -31 | 5.0 | -2.2 |
FVD | First Trust Value Line Dividend Index Fund | 0.6 | 65 | -54 | 5.9 | -1.3 |
SQEW | LeaderShares Equity Skew ETF | 0.6 | 81 | -70 | 6.0 | -1.2 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.6 | 19 | -8 | 6.4 | -0.8 |
GSPY | Gotham Enhanced 500 ETF | 0.5 | 50 | -39 | 5.2 | -1.9 |
PKW | Invesco Buyback Achievers ETF | 0.5 | 62 | -51 | 7.9 | +0.7 |
RPV | Invesco S&P 500 Pure Value ETF | 0.5 | 35 | -24 | 10.0 | +2.8 |
RWL | Invesco S&P 500 Revenue ETF | 0.5 | 39 | -28 | 6.5 | -0.7 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 0.5 | 21 | -10 | 3.7 | -3.5 |
GINN | Goldman Sachs Innovate Equity ETF | 0.5 | 52 | -41 | 2.8 | -4.4 |
FLOW | Global X U.S. Cash Flow Kings 100 ETF | 0.5 | 25 | -14 | 10.8 | +3.7 |
CSMD | Congress SMid Growth ETF | 0.5 | 69 | -58 | 3.8 | -3.3 |
TMFC | Motley Fool 100 Index ETF | 0.5 | 50 | -39 | 3.8 | -3.4 |
TMFX | Motley Fool Next Index ETF | 0.5 | 50 | -39 | 3.2 | -4.0 |
IVW | iShares S&P 500 Growth ETF | 0.5 | 18 | -7 | 4.2 | -2.9 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.5 | 49 | -38 | 5.8 | -1.3 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.5 | 4 | 7 | 4.4 | -2.8 |
QGRW | WisdomTree U.S. Quality Growth Fund | 0.5 | 28 | -17 | 4.4 | -2.8 |
IEDI | iShares U.S. Consumer Focused ETF | 0.5 | 18 | -7 | 4.5 | -2.6 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 0.5 | 75 | -64 | 3.6 | -3.5 |
CSD | Invesco S&P Spin-Off ETF | 0.5 | 65 | -54 | 7.7 | +0.5 |
XMHQ | Invesco S&P MidCap Quality ETF | 0.5 | 25 | -14 | 6.1 | -1.0 |
BUZZ | VanEck Social Sentiment ETF | 0.4 | 75 | -64 | 0.1 | -7.1 |
FPX | First Trust US Equity Opportunities ETF | 0.4 | 61 | -50 | 0.6 | -6.6 |
USVT | US Value ETF | 0.4 | 49 | -38 | 11.2 | +4.0 |
RFG | Invesco S&P Midcap 400 Pure Growth ETF | 0.4 | 35 | -24 | 5.2 | -1.9 |
LSAF | LeaderShares AlphaFactor US Core Equity ETF | 0.4 | 75 | -64 | 6.4 | -0.8 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 0.4 | 60 | -49 | 5.2 | -2.0 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.4 | 4 | 7 | 4.1 | -3.1 |
IWF | iShares Russell 1000 Growth ETF | 0.4 | 19 | -8 | 4.4 | -2.7 |
VONG | Vanguard Russell 1000 Growth ETF | 0.4 | 8 | 3 | 4.5 | -2.6 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.4 | 30 | -19 | 5.9 | -1.3 |
FOVL | iShares Focused Value Factor ETF | 0.3 | 25 | -14 | 10.0 | +2.9 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.3 | 75 | -64 | 4.6 | -2.6 |
VOOG | Vanguard S&P 500 Growth ETF | 0.3 | 10 | 1 | 5.2 | -2.0 |
MBOX | Freedom Day Dividend ETF | 0.3 | 39 | -28 | 7.6 | +0.5 |
MGMT | Ballast Small/Mid Cap ETF | 0.3 | 110 | -99 | 7.7 | +0.6 |
HELX | Franklin Genomic Advancements ETF | 0.3 | 50 | -39 | 1.8 | -5.4 |
DWAS | Invesco Dorsey Wright SmallCap Momentum ETF | 0.3 | 60 | -49 | 1.0 | -6.2 |
XSMO | Invesco S&P SmallCap Momentum ETF | 0.3 | 39 | -28 | 7.3 | +0.2 |
MVPS | Amplify Thematic All-Stars ETF | 0.3 | 49 | -38 | 1.5 | -5.6 |
IWY | iShares Russell Top 200 Growth ETF | 0.3 | 20 | -9 | 4.6 | -2.6 |
CNBS | Amplify Seymour Cannabis ETF | 0.3 | 75 | -64 | -34.9 | -42.0 |
TOKE | Cambria Cannabis ETF | 0.3 | 42 | -31 | -25.4 | -32.6 |
MJUS | ETFMG U.S. Alternative Harvest ETF | 0.3 | 76 | -65 | -0.6 | -7.7 |
YOLO | AdvisorShares Pure Cannabis ETF | 0.3 | 103 | -92 | -34.9 | -42.0 |
MJ | ETFMG Alternative Harvest ETFMG Alternative Harvest | 0.3 | 75 | -64 | -89.0 | -96.2 |
IUS | Invesco RAFI Strategic US ETF | 0.3 | 19 | -8 | 7.1 | -0.1 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.2 | 25 | -14 | 5.9 | -1.3 |
ABEQ | Absolute Select Value ETF | 0.2 | 85 | -74 | 4.8 | -2.3 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 0.2 | 13 | -2 | 5.2 | -2.0 |
SPMO | Invesco S&P 500 Momentum ETF | 0.2 | 13 | -2 | 3.9 | -3.2 |
OEF | iShares S&P 100 ETF | 0.2 | 20 | -9 | 4.8 | -2.3 |
FBCG | Fidelity Blue Chip Growth ETF | 0.1 | 59 | -48 | 2.4 | -4.8 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 0.1 | 15 | -4 | 4.8 | -2.4 |
XSVM | Invesco S&P SmallCap Value with Momentum ETF | 0.1 | 36 | -25 | 11.0 | +3.8 |
FDM | First Trust Dow Jones Select MicroCap Index Fund | 0.1 | 60 | -49 | 8.0 | +0.9 |
DGRS | WisdomTree US Smallcap Quality Dividend Growth Fund | 0.1 | 38 | -27 | 6.8 | -0.3 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 0.1 | 60 | -49 | 5.8 | -1.3 |
HAP | VanEck Natural Resources ETF | 0.0 | 50 | -39 | 8.6 | +1.5 |
TEQI | T. Rowe Price Equity Income ETF | 0.0 | 54 | -43 | 4.1 | -3.1 |
TDVG | T. Rowe Price Dividend Growth ETF | 0.0 | 50 | -39 | 4.8 | -2.4 |
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%.
Content on this tab for subscribers only**
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 |
Content on this tab for subscribers only
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™
|
MODERN PORTFOLIO THEORY
|
CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
|