Bitwise Crypto Industry Innovators ETF
ALTAR
Score™
-14.0% info Recommen-
dation
AVOID
2022E    2023E
P/E
ratio
11.8x P/Sales
ratio
0.4x
P/BV
ratio
1.4x Div.
yield
0.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
BITQ is passively managed to track a modified market-cap-weighted index of global companies supporting a crypto-asset-enabled decentralized economy.

FUND BASICS
Category Global Equities
Fund Sponsor Exchange Traded Concepts
Website www.bitqetf.com
Inception date May 12, 2021
Assets (mns) $47
Currency USD
Expense ratio 85 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 31
Wgt avg mkt cap (mns) $27,775
Large cap (>$10bn) 21.1%
Mid cap ($2-10bn) 20.2%
Small cap (<$2bn) 58.7%
Developed mkts 93.4%
Emerging mkts 6.6%

TOP TEN HOLDINGS
MICROSTRATEGY INC-CL A 10.6 %
GALAXY DIGITAL HOLDINGS LTD. 9.7 %
COINBASE GLOBAL, INC. CLASS A 7.5 %
SILVERGATE CAPITAL CORP. CLASS A 7.3 %
CANAAN INC. SPONSORED ADR CLASS A 6.3 %
BAKKT HOLDINGS, INC. CLASS A 4.2 %
NORTHERN DATA AG 4.1 %
RIOT BLOCKCHAIN INC 3.5 %
CORE SCIENTIFIC, INC. 3.4 %
MARATHON DIGITAL HOLDINGS INC 3.4 %
Total 60.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 75.3 %
CANADA 7.3 %
CHINA 5.7 %
GERMANY 3.9 %
BRITAIN 2.2 %
SINGAPORE 2.0 %
AUSTRALIA 1.8 %
ARGENTINA 1.7 %



HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-73.6% -76.1% -- -- -71.6%

Market Correlations
versus... Beta R-squared
S&P500 2.88 50%
MSCI EAFE 2.39 22%
MSCI Emg. Mkts. 2.65 18%

Technical Indicators
Recent close $5.55
30d moving avg. $7.36
Annualized volatility 70.9%
Short interest (ETF) 1.1%
Relative strength (RSI) 39

Liquidity measures
Avg. volume (thou.) 144
Turnover 1.7%
Bid/Ask (% of price) 0.36%
ADV underlying (mns) $39,929

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 698 potential alternatives to the Bitwise Crypto Industry Innovators ETF ETF based on the alternatives' overlap in portfolio holdings with BITQ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: BITQ Expense: 85 bp ALTAR Score™: -14.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH BITQ
Ticker Fund
Name
Overlap1
vs BITQ
(%)
Expense
ratio
(bp)
Savings
vs BITQ
(bp)
ALTAR
Score™
(%)
ALTAR
vs BITQ
(%)
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 63.9 85 0 0.8 +14.8
DAPP VanEck Digital Transformation ETF 57.3 50 35 -42.1 -28.0
BKCH Global X Blockchain ETF 57.3 50 35 -43.9 -29.9
SATO Invesco Alerian Galaxy Crypto Economy ETF 52.6 60 25 -23.5 -9.5
GFOF Grayscale Future of Finance ETF 49.2 70 15 -2.1 +11.9
NFTZ Defiance Digital Revolution ETF 43.3 45 40 -20.5 -6.5
IBLC iShares Blockchain and Tech ETF 40.0 47 38 1.0 +15.0
DAM VanEck Digital Assets Mining ETF 39.3 50 35 -64.0 -49.9
BLOK Amplify Transformational Data Sharing ETF 35.8 71 14 5.5 +19.6
RIGZ Viridi Cleaner Energy Crypto-Mining & Semiconductor ETF 31.6 90 -5 -53.3 -39.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 27.7 60 25 2.9 +16.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 24.4 68 17 4.7 +18.7
FDIG Fidelity Crypto Industry and Digital Payments ETF 23.4 39 46 6.5 +20.5
VBB Valkyrie Balance Sheet Opportunities ETF 22.8 75 10 -2.4 +11.6
WGMI Valkyrie Bitcoin Miners ETF 20.3 75 10 -34.7 -20.7
BIDS Amplify Digital & Online Trading ETF 16.1 59 26 8.0 +22.0
ARKF ARK Fintech Innovation ETF 14.3 75 10 0.0 +14.0
ARKW ARK Web x.0 ETF 11.8 83 2 -15.1 -1.1
BUZZ VanEck Social Sentiment ETF 9.0 75 10 -1.8 +12.2
CBTG Cabot Growth ETF 8.9 75 10 0.0 +14.0
SFYF SoFi 50 ETF 8.6 29 56 -2.8 +11.3
MVPS Amplify Thematic All-Stars ETF 8.5 49 36 2.3 +16.4
GIGE SoFi Gig Economy ETF 8.1 59 26 -6.7 +7.3
JFWD Jacob Forward ETF 8.1 75 10 -13.8 +0.3
ZGEN Generation Z ETF 8.0 60 25 -5.9 +8.1
INNO Harbor Disruptive Innovation ETF 8.0 75 10 -3.7 +10.3
ARKK ARK Innovation ETF 7.8 75 10 -6.8 +7.2
METV Roundhill Ball Metaverse ETF 7.6 59 26 5.0 +19.0
LOUP Innovator Loup Frontier Tech ETF 7.5 70 15 7.3 +21.3
PZLG Puzzle Mature Growth 7.1 10 75 4.9 +18.9
KOIN Innovation Shares NextGen Protocol ETF 6.9 75 10 5.7 +19.7
RPG Invesco S&P 500 Pure Growth ETF 6.9 35 50 7.5 +21.5
THNQ ROBO Global Artificial Intelligence ETF 6.5 68 17 3.5 +17.5
FINX Global X FinTech Thematic ETF 6.4 68 17 6.5 +20.5
PUNK Subversive Metaverse ETF 6.3 75 10 2.6 +16.6
QQMG Invesco ESG NASDAQ 100 ETF 6.3 20 65 6.3 +20.3
ECOZ TrueMark ESG Active Opportunities ETF 6.2 58 27 5.3 +19.3
SPQQ Siren Large Cap Blend Index ETF 6.2 20 65 0.0 +14.0
VEGN US Vegan Climate ETF 6.1 60 25 6.1 +20.1
SPHB Invesco S&P 500 High Beta ETF 6.0 25 60 4.7 +18.7
QYLD Global X NASDAQ 100 Covered Call ETF 6.0 60 25 5.3 +19.3
NUSI Nationwide Risk-Managed Income ETF 6.0 68 17 5.9 +20.0
QRMI Global X NASDAQ 100 Risk Managed Income ETF 5.9 60 25 5.3 +19.3
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 5.9 60 25 5.4 +19.4
QQQ Invesco QQQ Trust 5.9 20 65 6.0 +20.0
QQQM Invesco NASDAQ 100 ETF 5.9 15 70 6.2 +20.2
QCLR Global X NASDAQ 100 Collar 95-110 ETF 5.9 60 25 5.0 +19.0
QTR Global X NASDAQ 100 Tail Risk ETF 5.9 60 25 5.2 +19.2
SLT Pacer Salt High truBeta US Market ETF 5.8 60 25 0.0 +14.0
VR Global X Metaverse ETF 5.7 50 35 5.5 +19.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.5 65 20 11.2 +25.2
TMFC Motley Fool 100 Index ETF 5.5 50 35 5.0 +19.0
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 5.5 21 64 4.3 +18.3
ILCG iShares Morningstar Growth ETF 5.4 4 81 4.9 +18.9
MGK Vanguard Mega Cap Growth ETF 5.4 7 78 5.5 +19.6
FDMO Fidelity Momentum Factor ETF 5.4 29 56 4.9 +18.9
TECB iShares US Tech Breakthrough Multisector ETF 5.4 40 45 6.0 +20.0
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 5.3 50 35 3.5 +17.5
IWY iShares Russell Top 200 Growth ETF 5.3 20 65 6.2 +20.2
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 5.3 12 73 6.8 +20.8
CARZ First Trust NASDAQ Global Auto Index Fund 5.3 70 15 6.1 +20.2
XNTK SPDR NYSE Technology ETF 5.3 35 50 6.0 +20.0
RUFF Alpha Dog ETF 5.3 90 -5 5.4 +19.4
TIME Clockwise Capital Innovation ETF 5.3 95 -10 3.4 +17.4
SCHG Schwab U.S. Large-Cap Growth ETF 5.2 4 81 5.0 +19.0
DSI iShares MSCI KLD 400 Social ETF 5.2 25 60 6.4 +20.4
ALFA AlphaClone Alternative Alpha ETF 5.2 65 20 5.3 +19.3
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 5.2 58 27 4.1 +18.1
VUG Vanguard Growth Index Fund 5.1 4 81 5.3 +19.3
FTQI First Trust Nasdaq BuyWrite Income ETF 5.0 85 0 4.1 +18.1
VONG Vanguard Russell 1000 Growth Index Fund 5.0 8 77 6.0 +20.0
IWF iShares Russell 1000 Growth ETF 5.0 19 66 5.9 +19.9
GGRW Gabelli Growth Innovators ETF 5.0 90 -5 3.6 +17.6
FDG American Century Focused Dynamic Growth ETF 5.0 45 40 3.3 +17.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 4.9 60 25 5.9 +19.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.9 58 27 5.9 +19.9
MMLG First Trust Multi-Manager Large Growth ETF 4.9 85 0 2.9 +16.9
XOUT GraniteShares XOUT U.S. Large Cap ETF 4.9 60 25 5.8 +19.8
ACVF American Conservative Values ETF 4.9 75 10 5.6 +19.6
PWB Invesco Dynamic Large Cap Growth ETF 4.8 56 29 5.0 +19.0
TMFG Motley Fool Global Opportunities ETF 4.8 85 0 4.5 +18.5
IVW iShares S&P 500 Growth ETF 4.8 18 67 6.0 +20.0
SPYG SPDR Portfolio S&P 500 Growth ETF 4.8 4 81 6.1 +20.1
IUSG iShares Core S&P US Growth ETF 4.7 4 81 6.2 +20.2
VOOG Vanguard S&P 500 Growth ETF 4.7 10 75 6.1 +20.1
XLK Technology Select Sector SPDR Fund 4.6 10 75 6.5 +20.5
IQM Franklin Intelligent Machines ETF 4.5 50 35 4.0 +18.0
IETC iShares Evolved U.S. Technology ETF 4.5 18 67 5.7 +19.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 4.5 12 73 6.0 +20.0
ESG FlexShares STOXX US ESG Impact Index Fund 4.5 32 53 6.4 +20.4
SFY SoFi Select 500 ETF 4.5 0 85 6.4 +20.4
BKLC BNY Mellon US Large Cap Core Equity ETF 4.5 0 85 6.4 +20.4
IGM iShares Expanded Tech Sector ETF 4.5 43 42 5.9 +19.9
FTEC Fidelity MSCI Information Technology Index ETF 4.4 8 77 6.2 +20.2
VGT Vanguard Information Technology Index Fund 4.4 10 75 6.2 +20.2
IWL iShares Russell Top 200 ETF 4.4 15 70 6.3 +20.3
IQSU IQ Candriam ESG US Equity ETF 4.4 9 76 6.4 +20.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.3 10 75 5.9 +19.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 4.3 15 70 6.5 +20.5
MGC Vanguard Mega Cap Index Fund 4.3 7 78 6.3 +20.3
NULG Nuveen ESG Large-Cap Growth ETF 4.3 25 60 5.2 +19.2
USXF iShares ESG Advanced MSCI USA ETF 4.3 10 75 6.3 +20.3
JMOM JPMorgan U.S. Momentum Factor ETF 4.3 12 73 6.4 +20.4
SPXV ProShares S&P 500 Ex-Health Care ETF 4.3 27 58 6.2 +20.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.3 49 36 5.7 +19.7
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 4.2 49 36 6.9 +20.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 4.2 45 40 2.3 +16.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 4.2 7 78 6.3 +20.3
STLG iShares Factors US Growth Style ETF 4.2 25 60 8.7 +22.7
ESGV Vanguard ESG U.S. Stock ETF 4.2 9 76 6.4 +20.4
GK AdvisorShares Gerber Kawasaki ETF 4.2 81 4 4.9 +18.9
FBCG Fidelity Blue Chip Growth ETF 4.2 59 26 2.9 +16.9
XVV iShares ESG Screened S&P 500 ETF 4.2 8 77 6.5 +20.5
KCE SPDR S&P Capital Markets ETF 4.2 35 50 11.5 +25.5
SUSA iShares MSCI USA ESG Select ETF 4.2 25 60 6.3 +20.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.1 10 75 6.0 +20.1
SUSL iShares ESG MSCI USA Leaders ETF 4.1 10 75 6.4 +20.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 4.1 10 75 6.4 +20.4
ESGU iShares MSCI USA ESG Optimized ETF 4.1 15 70 6.3 +20.3
NACP Impact Shares NAACP Minority Empowerment ETF 4.1 49 36 6.4 +20.4
VOTE Engine No. 1 Transform 500 ETF 4.0 5 80 6.3 +20.3
WUGI Esoterica NextG Economy ETF 4.0 75 10 2.6 +16.6
BOSS Global X Founder-Run Companies ETF 4.0 45 40 3.5 +17.5
NULC Nuveen ESG Large-Cap ETF 4.0 20 65 6.6 +20.6
XLG Invesco S&P 500 Top 50 ETF 4.0 20 65 5.8 +19.8
SPXE ProShares S&P 500 Ex-Energy ETF 4.0 27 58 6.4 +20.4
XYLD Global X S&P 500 Covered Call ETF 4.0 60 25 5.6 +19.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 4.0 20 65 6.4 +20.4
IXN iShares Global Tech ETF 4.0 43 42 5.9 +19.9
PBUS Invesco PureBeta MSCI USA ETF 4.0 4 81 6.4 +20.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 4.0 2 83 6.4 +20.4
XRMI Global X S&P 500 Risk Managed Income ETF 4.0 60 25 5.6 +19.7
LGBT LGBTQ + ESG100 ETF 4.0 75 10 0.0 +14.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4.0 15 70 6.3 +20.3
PNQI Invesco NASDAQ Internet ETF 4.0 60 25 3.5 +17.5
SPXN ProShares S&P 500 Ex-Financials ETF 3.9 27 58 6.1 +20.2
QGRO American Century STOXX U.S. Quality Growth ETF 3.9 29 56 8.5 +22.5
XYLG Global X S&P 500 Covered Call & Growth ETF 3.9 60 25 5.8 +19.8
CATH Global X S&P 500 Catholic Values Custom ETF 3.9 29 56 6.2 +20.2
OEF iShares S&P 100 ETF 3.9 20 65 6.2 +20.2
SPY SPDR S&P 500 ETF Trust 3.9 9 76 6.4 +20.5
IAI iShares U.S. Broker-Dealers ETF 3.9 41 44 10.0 +24.0
IVV iShares Core S&P 500 ETF 3.9 3 82 6.5 +20.5
PBP Invesco S&P 500 BuyWrite ETF 3.9 49 36 5.7 +19.7
SPLG SPDR Portfolio S&P 500 ETF 3.9 3 82 6.5 +20.5
XTR Global X S&P 500 Tail Risk ETF 3.9 60 25 5.7 +19.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.9 35 50 6.1 +20.1
VOO VANGUARD S&P 500 ETF 3.9 3 82 6.5 +20.5
VV Vanguard Large-Cap Index Fund 3.9 4 81 6.3 +20.3
ILCB iShares Morningstar U.S. Equity ETF 3.9 3 82 6.4 +20.4
XCLR Global X S&P 500 Collar 95-110 ETF 3.9 60 25 5.4 +19.4
EQOP Natixis U.S. Equity Opportunities ETF 3.9 90 -5 6.8 +20.8
XVOL Acruence Active Hedge U.S. Equity ETF 3.9 83 2 5.7 +19.7
SCHX Schwab U.S. Large-Cap ETF 3.8 3 82 6.4 +20.4
AIQ Global X Future Analytics Tech ETF 3.8 68 17 5.5 +19.5
ADME Aptus Drawdown Managed Equity ETF 3.8 79 6 5.3 +19.3
SCHK Schwab 1000 Index ETF 3.7 5 80 6.4 +20.4
IWB iShares Russell 1000 ETF 3.7 15 70 6.3 +20.3
VONE Vanguard Russell 1000 ETF 3.7 8 77 6.4 +20.4
IYY iShares Dow Jones U.S. ETF 3.7 20 65 6.2 +20.2
FLQL Franklin LibertyQ U.S. Equity ETF 3.7 15 70 7.7 +21.7
LIV Emles (a)Home ETF 3.7 49 36 5.9 +19.9
SPTM SPDR Portfolio Total Stock Market ETF 3.7 3 82 6.6 +20.7
EKAR Innovation Shares NextGen Vehicles & Technology ETF 3.7 65 20 6.0 +20.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.6 14 71 6.4 +20.4
SOXQ Invesco PHLX Semiconductor ETF 3.6 0 85 9.4 +23.4
SOXX iShares PHLX Semiconductor ETF 3.6 43 42 9.0 +23.0
SMH VanEck Semiconductor ETF 3.6 35 50 8.4 +22.4
PSI Invesco Dynamic Semiconductors ETF 3.6 56 29 7.7 +21.7
ARVR First Trust Indxx Metaverse ETF 3.6 70 15 6.6 +20.6
XSD SPDR S&P Semiconductor ETF 3.6 35 50 6.4 +20.4
XPND First Trust Expanded Technology ETF 3.6 65 20 6.3 +20.3
IYW iShares U.S. Technology ETF 3.6 43 42 6.2 +20.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.6 50 35 6.2 +20.2
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 3.6 57 28 6.1 +20.1
ODDS Pacer BlueStar Digital Entertainment ETF 3.6 60 25 4.9 +18.9
ESPO VanEck Video Gaming & eSports ETF 3.6 55 30 4.5 +18.5
BNGE First Trust S-Network Streaming and Gaming ETF 3.6 70 15 0.8 +14.8
LRNZ TrueMark Technology, AI & Deep Learning ETF 3.6 68 17 -2.1 +11.9
FTHI First Trust High Income ETF 3.6 85 0 4.3 +18.3
DFUS Dimensional U.S. Equity ETF 3.6 11 74 6.5 +20.5
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 3.6 15 70 6.3 +20.3
ISHP First Trust S-Network E-Commerce ETF 3.6 60 25 4.1 +18.2
ENTR Entrepreneur 30 Fund 3.5 49 36 5.8 +19.9
SCHB Schwab U.S. Broad Market ETF 3.5 3 82 6.3 +20.3
GBUY Goldman Sachs Future Consumer Equity ETF 3.5 75 10 3.1 +17.1
IDRV iShares Self-driving EV & Tech ETF 3.5 47 38 7.9 +21.9
MOTO SmartETFs Smart Transportation & Technology ETF 3.5 68 17 7.7 +21.7
CLNR IQ Cleaner Transport ETF 3.5 45 40 7.6 +21.6
UBCB UBC Algorithmic Fundamentals ETF 3.5 75 10 5.0 +19.0
DRIV Global X Autonomous & Electric Vehicles ETF 3.5 68 17 5.0 +19.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 3.5 70 15 4.5 +18.5
FFND Future Fund Active ETF 3.5 101 -16 2.5 +16.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 3.5 39 46 -1.1 +12.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.5 3 82 6.2 +20.2
IWV iShares Russell 3000 ETF 3.5 20 65 6.1 +20.1
VTHR Vanguard Russell 3000 Index Fund 3.5 10 75 6.1 +20.1
VTI Vanguard Total Stock Market Index Fund 3.5 3 82 5.9 +19.9
CCOR Core Alternative ETF 3.5 109 -24 5.0 +19.0
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3.4 17 68 6.7 +20.7
LRGE ClearBridge Large Cap Growth ESG ETF 3.4 59 26 4.5 +18.5
RYT Invesco S&P 500 Equal Weight Technology ETF 3.4 40 45 7.1 +21.1
MEME Roundhill MEME ETF 3.4 69 16 -3.9 +10.1
JHMT John Hancock Multifactor Technology ETF 3.3 40 45 7.0 +21.0
ITAN Sparkline Intangible Value ETF 3.3 50 35 7.7 +21.8
TPAY Tortoise Digital Payments Infrastructure Fund 3.3 40 45 14.2 +28.2
IPAY ETFMG Prime Mobile Payments ETF 3.3 75 10 8.3 +22.3
MILN Global X Millennial Consumer ETF 3.3 50 35 3.4 +17.4
WWOW Direxion World Without Waste ETF 3.2 50 35 0.2 +14.2
UVDV UVA Dividend Value ETF 3.2 80 5 7.3 +21.3
FSST Fidelity Sustainability U.S. Equity ETF 3.2 59 26 6.3 +20.3
ACIO Aptus Collared Income Opportunity ETF 3.2 79 6 5.5 +19.5
LRND IQ U.S. Large Cap R&D Leaders ETF 3.1 14 71 8.0 +22.0
ANEW ProShares MSCI Transformational Changes ETF 3.1 45 40 4.3 +18.3
LRGF iShares Edge MSCI Multifactor USA ETF 3.0 20 65 9.0 +23.0
TOK iShares MSCI Kokusai ETF 3.0 25 60 6.5 +20.5
BTEK BlackRock Future Tech ETF 3.0 88 -3 0.7 +14.7
QUAL iShares MSCI Usa Quality Factor ETF 3.0 15 70 6.7 +20.7
KOKU Xtrackers MSCI Kokusai Equity ETF 3.0 9 76 6.6 +20.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.0 30 55 7.4 +21.4
VPN Global X Data Center REITs & Digital Infrastructure ETF 3.0 50 35 5.0 +19.0
FTXL First Trust Nasdaq Semiconductor ETF 3.0 60 25 8.8 +22.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.0 75 10 7.4 +21.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.0 9 76 6.8 +20.9
QTUM Defiance Quantum ETF 3.0 40 45 7.1 +21.1
SHFT iClima Distributed Renewable Energy Transition Leaders ETF 3.0 65 20 -1.7 +12.3
PEXL Pacer US Export Leaders ETF 3.0 60 25 7.0 +21.0
AQGX AI Quality Growth ETF 3.0 97 -12 5.3 +19.3
CACG ClearBridge All Cap Growth ETF 2.9 53 32 4.6 +18.6
IUSA Amberwave Invest USA JSG Fund 2.9 67 18 6.8 +20.8
URTH iShares MSCI World ETF 2.9 24 61 6.5 +20.5
OALC OneAscent Large Cap Core ETF 2.8 76 9 6.6 +20.6
DFAU Dimensional US Core Equity Market ETF 2.8 12 73 6.7 +20.7
FDWM Fidelity Women's Leadership ETF 2.7 59 26 6.5 +20.5
XITK SPDR FactSet Innovative Technology ETF 2.7 45 40 -3.6 +10.4
QUS SPDR MSCI USA StrategicFactors ETF 2.7 15 70 6.8 +20.9
FIVG Defiance Next Gen Connectivity ETF 2.7 30 55 7.0 +21.0
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 2.7 45 40 6.3 +20.3
FQAL Fidelity Quality Factor ETF 2.7 29 56 7.3 +21.3
JSTC Adasina Social Justice All Cap Global ETF 2.7 89 -4 6.9 +20.9
SHE SPDR SSGA Gender Diversity Index ETF 2.7 20 65 6.2 +20.2
EFIV SPDR S&P 500 ESG ETF 2.7 10 75 6.6 +20.6
SNPE Xtrackers S&P 500 ESG ETF 2.7 10 75 6.6 +20.6
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.6 25 60 6.9 +20.9
WCLD WisdomTree Cloud Computing Fund 2.6 45 40 -1.8 +12.2
RYF Invesco S&P 500 Equal Weight Financials ETF 2.6 40 45 9.3 +23.3
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 2.6 47 38 0.2 +14.2
EQWL Invesco Russell Top 200 Equal Weight ETF 2.6 25 60 7.6 +21.6
SIXA 6 Meridian Mega Cap Equity ETF 2.6 86 -1 8.0 +22.0
HLAL Wahed FTSE USA Shariah ETF 2.6 50 35 5.9 +19.9
IVLC Invesco US Large Cap Core ESG ETF 2.6 48 37 6.2 +20.2
JIG JPMorgan International Growth ETF 2.6 55 30 4.4 +18.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.6 20 65 6.7 +20.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.5 12 73 6.3 +20.3
DTEC ALPS Disruptive Technologies ETF 2.5 50 35 4.3 +18.4
ACWI iShares MSCI ACWI ETF 2.5 32 53 6.7 +20.7
IYJ iShares U.S. Industrials ETF 2.5 42 43 6.6 +20.7
IYG iShares US Financial Services ETF 2.5 42 43 8.8 +22.8
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 2.4 87 -2 7.7 +21.7
VDNI V-Shares US Leadership Diversity ETF 2.4 29 56 6.7 +20.7
IBUY Amplify Online Retail ETF 2.4 65 20 0.0 +14.0
QLC FlexShares US Quality Large Cap Index Fund 2.4 32 53 7.2 +21.2
FTC First Trust Large Cap Growth AlphaDEX Fund 2.4 60 25 5.8 +19.8
GSPY Gotham Enhanced 500 ETF 2.4 50 35 6.8 +20.8
CGGR Capital Group Growth ETF 2.4 39 46 5.1 +19.1
EPS WisdomTree U.S. Earnings 500 Fund 2.4 8 77 8.0 +22.0
FDIS Fidelity MSCI Consumer Discretionary Index ETF 2.4 8 77 6.1 +20.1
PLAT WisdomTree Modern Tech Platforms Fund 2.4 20 65 2.0 +16.0
WOMN Impact Shares YWCA Women's Empowerment ETF 2.4 75 10 6.5 +20.5
IYF iShares U.S. Financials ETF 2.4 42 43 8.9 +22.9
FXL First Trust Technology AlphaDEX Fund 2.3 61 24 7.2 +21.2
FNCL Fidelity MSCI Financials Index ETF 2.3 8 77 9.5 +23.5
VFH Vanguard Financials Index Fund 2.3 10 75 9.5 +23.5
JHMF John Hancock Multifactor Financials ETF 2.3 40 45 9.1 +23.2
QVML Invesco S&P 500 QVM Multi-factor ETF 2.3 11 74 6.8 +20.9
XT iShares Exponential Technologies ETF 2.3 46 39 4.5 +18.5
NXTG First Trust Indxx NextG ETF 2.3 70 15 6.9 +20.9
VCR Vanguard Consumer Discretionary Index Fund 2.3 10 75 6.0 +20.0
XLF Financial Select Sector SPDR Fund 2.2 10 75 9.1 +23.1
KOCG FIS Knights of Columbus Global Belief ETF 2.2 75 10 7.8 +21.8
HAIL SPDR S&P Kensho Smart Mobility ETF 2.2 45 40 3.5 +17.5
AIEQ AI Powered Equity ETF 2.2 80 5 6.5 +20.5
KRMA Global X Conscious Companies ETF 2.2 43 42 6.7 +20.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.2 20 65 6.3 +20.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.2 15 70 8.1 +22.1
VT Vanguard Total World Stock ETF 2.2 8 77 6.8 +20.8
MOON Direxion Moonshot Innovators ETF 2.1 65 20 -20.4 -6.4
DAT ProShares Big Data Refiners ETF 2.1 58 27 0.5 +14.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.0 9 76 6.6 +20.6
SPXT ProShares S&P 500 Ex-Technology ETF 2.0 27 58 6.6 +20.6
SPMO Invesco S&P 500 Momentum ETF 2.0 13 72 6.3 +20.3
JOET Virtus Terranova US Quality Momentum ETF 2.0 29 56 6.9 +21.0
JQUA JPMorgan U.S. Quality Factor ETF 2.0 12 73 7.0 +21.0
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 1.9 20 65 7.1 +21.1
KRE SPDR S&P Regional Banking ETF 1.9 35 50 9.9 +23.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.9 38 47 7.2 +21.2
DIVS SmartETFs Dividend Builder ETF 1.9 65 20 6.2 +20.3
CTRU ARK Transparency ETF 1.9 55 30 3.0 +17.0
JHML John Hancock Multifactor Large Cap ETF 1.9 29 56 6.8 +20.8
AVUS Avantis U.S. Equity ETF 1.9 15 70 7.5 +21.5
QWLD SPDR MSCI World StrategicFactors ETF 1.9 30 55 6.7 +20.7
FDN First Trust Dow Jones Internet Index Fund 1.8 51 34 4.3 +18.3
RDVY First Trust Rising Dividend Achievers ETF 1.8 50 35 10.1 +24.1
VIRS Pacer BioThreat Strategy ETF 1.8 70 15 7.6 +21.6
OCEN IQ Clean Oceans ETF 1.8 45 40 7.1 +21.1
AVDR AVDR US LargeCap Leading ETF 1.8 60 25 6.5 +20.6
AUSF Global X Adaptive U.S. Factor ETF 1.8 27 58 6.3 +20.3
AVDG AVDR US LargeCap ESG ETF 1.8 60 25 6.1 +20.1
FEVR Inspire Faithward Large Cap Momentum ESG ETF 1.8 85 0 5.8 +19.8
FMET Fidelity Metaverse ETF 1.8 39 46 5.7 +19.7
VICE AdvisorShares Vice ETF 1.8 99 -14 5.6 +19.6
IVSG Invesco Select Growth ETF 1.8 48 37 5.3 +19.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.8 55 30 4.8 +18.8
SXUS Janus Henderson International Sustainable Equity ETF 1.8 60 25 4.4 +18.4
MBCC Monarch Blue Chips Core ETF 1.8 125 -40 4.1 +18.1
BOTZ Global X Robotics & Artificial Intelligence ETF 1.8 68 17 3.3 +17.3
SPRX Spear Alpha ETF 1.8 75 10 1.8 +15.8
NERD Roundhill BITKRAFT Esports & Digital Entertainment ETF 1.8 25 60 -13.6 +0.4
ESGG FlexShares STOXX Global ESG Impact Index Fund 1.8 42 43 6.5 +20.5
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.8 78 7 10.4 +24.4
LVHI Legg Mason International Low Volatility High Dividend ETF 1.8 40 45 9.3 +23.3
DUSA Davis Select U.S. Equity ETF 1.8 62 23 9.2 +23.2
DFNL Davis Select Financial ETF 1.8 64 21 8.9 +22.9
ASEA Global X Southeast Asia ETF 1.8 65 20 8.3 +22.3
DWLD Davis Select Worldwide ETF 1.8 63 22 7.2 +21.2
DINT Davis Select International ETF 1.8 65 20 6.9 +20.9
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF 1.8 19 66 6.7 +20.7
EPP iShares MSCI Pacific ex-Japan ETF 1.8 48 37 6.3 +20.3
EWS iShares MSCI Singapore ETF 1.8 51 34 5.2 +19.2
VNSE Natixis Vaughan Nelson Select ETF 1.8 80 5 4.0 +18.0
IXG iShares Global Financials ETF 1.8 43 42 10.3 +24.3
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 1.8 108 -23 7.2 +21.2
RFFC RiverFront Dynamic US Flex-Cap ETF 1.8 52 33 6.1 +20.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.8 85 0 5.5 +19.5
TINY ProShares Nanotechnology ETF 1.8 58 27 1.9 +15.9
KBWB Invesco KBW Bank ETF 1.7 35 50 11.5 +25.5
IAT iShares U.S. Regional Banks ETF 1.7 41 44 10.1 +24.1
PFI Invesco DWA Financial Momentum ETF 1.7 60 25 6.0 +20.0
FPX First Trust US IPO Index Fund 1.7 57 28 2.8 +16.8
XSW SPDR S&P Software & Services ETF 1.7 35 50 3.9 +17.9
WRND IQ Global Equity R&D Leaders ETF 1.7 18 67 8.2 +22.2
KOMP SPDR Kensho New Economies Composite ETF 1.7 20 65 1.3 +15.3
AGT iShares MSCI Argentina & Global Exposure ETF A 1.7 59 26 8.8 +22.8
ARGT Global X MSCI Argentina ETF 1.7 60 25 8.8 +22.8
MOAT VanEck Morningstar Wide Moat ETF 1.7 47 38 7.0 +21.0
EMFQ Amplify Emerging Markets FinTech ETF 1.7 69 16 5.7 +19.7
EBIZ Global X E-Commerce ETF 1.7 50 35 3.5 +17.5
EWEB Global X Emerging Markets Internet & E-commerce ETF 1.7 65 20 3.1 +17.1
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 1.7 86 -1 2.4 +16.4
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.7 86 -1 2.1 +16.1
KEMQ Kraneshares Emerging Markets Consumer Technology Index ETF 1.7 60 25 0.5 +14.5
RAYD Rayliant Quantitative Developed Market Equity ETF 1.6 80 5 9.6 +23.6
WGRO WisdomTree U.S. Growth & Momentum Fund 1.6 55 30 7.8 +21.8
FTXR First Trust Nasdaq Transportation ETF 1.6 60 25 6.4 +20.4
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.6 40 45 5.9 +19.9
JHMC John Hancock Multifactor Consumer Discretionary ETF 1.6 40 45 5.8 +19.8
RXI iShares Global Consumer Discretionary ETF 1.6 43 42 5.7 +19.7
XLY Consumer Discretionary Select Sector SPDR Fund 1.6 10 75 5.5 +19.5
ACSI American Customer Satisfaction Core Alpha ETF 1.6 66 19 5.3 +19.3
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.6 70 15 5.0 +19.0
GVIP Goldman Sachs Hedge Industry VIP ETF 1.6 45 40 4.8 +18.8
IYC iShares U.S. Consumer Services ETF 1.6 43 42 4.7 +18.7
LUXE Emles Luxury Goods ETF 1.6 60 25 4.5 +18.5
ERTH Invesco MSCI Sustainable Future ETF 1.6 55 30 4.1 +18.1
LIT Global X Lithium & Battery Tech ETF 1.6 75 10 3.0 +17.0
BATT Amplify Lithium & Battery Technology ETF 1.6 59 26 2.3 +16.3
NZRO Strategy Shares Halt Climate Change ETF 1.6 95 -10 1.9 +15.9
SMOG VanEck Low Carbon Energy ETF 1.6 62 23 1.9 +15.9
CNRG SPDR S&P Kensho Clean Power ETF 1.6 45 40 1.8 +15.8
ACES ALPS Clean Energy ETF 1.6 55 30 -0.6 +13.4
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.6 60 25 -1.0 +13.0
ARKQ Ark Autonomous Tech. & Robotics ETF 1.6 75 10 -2.6 +11.4
EATV VegTech Plant-based Innovation & Climate ETF 1.6 75 10 -4.3 +9.7
UGCE Uncommon Portfolio Design Core Equity ETF 1.6 65 20 6.9 +20.9
NULV Nuveen ESG Large-Cap Value ETF 1.6 25 60 8.0 +22.0
AIA iShares Asia 50 ETF 1.6 50 35 8.9 +22.9
SQEW LeaderShares Equity Skew ETF 1.6 75 10 6.8 +20.8
ETHO Etho Climate Leadership U.S. ETF 1.5 48 37 5.0 +19.0
KBE SPDR S&P Bank ETF 1.5 35 50 11.3 +25.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.5 9 76 6.8 +20.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.5 75 10 3.9 +17.9
ONLN ProShares Online Retail ETF 1.5 58 27 -2.6 +11.5
MOTE VanEck Morningstar ESG Moat ETF 1.5 49 36 6.4 +20.4
PTF Invesco DWA Technology Momentum ETF 1.5 60 25 5.2 +19.3
AILG Alpha Intelligent - Large Cap Growth ETF 1.5 85 0 4.3 +18.3
CGXU Capital Group International Focus Equity ETF 1.4 54 31 5.2 +19.2
UAV AdvisorShares Drone Technology ETF 1.4 99 -14 5.6 +19.6
DTOX Amplify Cleaner Living ETF 1.4 59 26 -0.9 +13.1
FDVV Fidelity Core Dividend ETF 1.4 29 56 7.9 +21.9
GAMR ETFMG Video Game Tech ETF 1.4 75 10 7.0 +21.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.4 52 33 8.8 +22.8
RYJ Invesco Raymond James SB-1 Equity ETF 1.4 75 10 3.4 +17.4
EUSA iShares MSCI USA Equal Weighted ETF 1.4 9 76 6.6 +20.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.3 63 22 5.1 +19.1
QLV FlexShares US Quality Low Volatility Index Fund 1.3 22 63 5.8 +19.8
SIZE iShares MSCI USA Size Factor ETF 1.3 15 70 6.8 +20.8
HELX Franklin Genomic Advancements ETF 1.3 50 35 4.3 +18.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.3 65 20 3.4 +17.4
IPO Renaissance IPO ETF 1.2 60 25 18.1 +32.2
QDIV Global X S&P 500 Quality Dividend ETF 1.2 20 65 8.9 +22.9
BUYZ Franklin Disruptive Commerce ETF 1.2 50 35 0.0 +14.0
SKYY First Trust Cloud Computing ETF 1.2 60 25 4.4 +18.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.2 64 21 8.2 +22.2
JIDA JPMorgan ActiveBuilders International Equity ETF 1.1 25 60 8.1 +22.1
ROBO Robo Global Robotics & Automation Index ETF 1.1 95 -10 3.8 +17.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 1.1 35 50 8.3 +22.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 1.1 35 50 8.2 +22.2
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 1.1 69 16 6.9 +20.9
OGIG O'Shares Global Internet Giants ETF 1.1 48 37 0.0 +14.0
VFMO Vanguard U.S. Momentum Factor ETF 1.1 13 72 6.0 +20.0
PBW Invesco WilderHill Clean Energy ETF 1.1 61 24 -8.1 +5.9
LSLT Salt Low truBeta US Market ETF 1.1 60 25 0.0 +14.0
GENY Principal Millennials Index ETF 1.1 45 40 4.7 +18.7
FCPI Fidelity Stocks for Inflation ETF 1.1 29 56 10.1 +24.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 65 8.0 +22.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.1 19 66 7.2 +21.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.0 45 40 5.1 +19.2
EQUL IQ Engender Equality ETF 1.0 45 40 8.0 +22.0
RSP Invesco S&P 500 Equal Weight ETF 1.0 20 65 6.9 +20.9
KNGS UPHOLDINGS Compound Kings ETF 1.0 60 25 4.3 +18.3
IEFN iShares Evolved U.S. Financials ETF 1.0 18 67 9.7 +23.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.0 30 55 7.7 +21.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.0 25 60 6.0 +20.0
TPLC Timothy Plan US Large Cap Core ETF 1.0 52 33 6.4 +20.4
VSLU Applied Finance Valuation Large Cap ETF 1.0 49 36 8.0 +22.0
FTXO First Trust Nasdaq Bank ETF 1.0 60 25 11.3 +25.4
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.9 45 40 3.3 +17.3
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.9 35 50 7.0 +21.0
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.9 35 50 7.0 +21.0
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 0.9 32 53 6.6 +20.6
FDLO Fidelity Low Volatility Factor ETF 0.9 29 56 5.8 +19.8
RNLC Large Cap US Equity Select ETF 0.9 60 25 7.5 +21.5
DSTL Distillate US Fundamental Stability & Value ETF 0.9 39 46 7.7 +21.7
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.9 20 65 5.8 +19.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.9 19 66 7.3 +21.3
DGT SPDR Global Dow ETF 0.9 50 35 8.5 +22.5
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 26 8.4 +22.5
CLMA iClima Global Decarbonization Transition Leaders ETF 0.9 65 20 2.1 +16.1
TTAC TrimTabs US Free Cash Flow Quality ETF 0.8 59 26 7.3 +21.3
BNE Blue Horizon BNE ETF 0.8 87 -2 2.2 +16.2
IDMO Invesco S&P International Developed Momentum ETF 0.8 25 60 9.4 +23.4
WKLY SoFi Weekly Dividend ETF 0.8 49 36 8.3 +22.3
BFOR Barron's 400 ETF 0.8 70 15 9.7 +23.7
SPMV Invesco S&P 500 Minimum Variance ETF 0.8 10 75 5.9 +19.9
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.8 18 67 5.4 +19.5
FVAL Fidelity Value Factor ETF 0.8 29 56 9.9 +23.9
RWL Invesco S&P 500 Revenue ETF 0.8 39 46 7.5 +21.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.8 63 22 9.5 +23.5
VLU SPDR S&P 1500 Value Tilt ETF 0.8 12 73 8.6 +22.6
LGLV SPDR Russell 1000 Low Volatility ETF 0.8 12 73 5.7 +19.7
HEET Hartford Schroders ESG US Equity ETF 0.7 39 46 7.2 +21.2
DURA VanEck Morningstar Durable Dividend ETF 0.7 29 56 7.7 +21.8
KLCD KFA Large Cap Quality Dividend Index ETF 0.7 42 43 6.7 +20.7
CGGO Capital Group Global Growth Equity ETF 0.7 47 38 4.7 +18.7
VXF Vanguard Extended Market Index Fund 0.7 6 79 2.7 +16.7
DEW WisdomTree Global High Dividend Fund 0.7 58 27 8.9 +22.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.7 75 10 10.3 +24.3
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.7 80 5 6.4 +20.4
VOOV Vanguard S&P 500 Value ETF 0.7 10 75 7.2 +21.3
FCLD Fidelity Cloud Computing ETF 0.7 39 46 4.7 +18.7
IVE iShares S&P 500 Value ETF 0.7 18 67 7.2 +21.2
SPYV SPDR Portfolio S&P 500 Value ETF 0.7 4 81 7.3 +21.3
SSPY Syntax Stratified LargeCap ETF 0.7 30 55 7.0 +21.0
IPAC iShares Core MSCI Pacific ETF 0.7 9 76 7.3 +21.3
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.7 70 15 7.4 +21.4
IUSV iShares Core S&P U.S. Value ETF 0.7 4 81 7.4 +21.4
VIG Vanguard Dividend Appreciation Index Fund 0.7 6 79 6.7 +20.8
FLAX Franklin FTSE Asia Ex Japan ETF 0.6 19 66 7.8 +21.8
QDF FlexShares Quality Dividend Index Fund 0.6 37 48 7.8 +21.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.6 29 56 9.0 +23.0
IWX iShares Russell Top 200 Value ETF 0.6 20 65 7.6 +21.6
DOL WisdomTree International LargeCap Dividend Fund 0.6 48 37 8.8 +22.8
DIHP Dimensional International High Profitability ETF 0.6 29 56 7.8 +21.8
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 48 7.3 +21.3
VFMV Vanguard U.S. Minimum Volatility ETF 0.6 13 72 6.2 +20.2
ISCG iShares Morningstar Small-Cap Growth ETF 0.6 6 79 1.6 +15.6
BLES Inspire Global Hope Large Cap ETF 0.6 52 33 6.4 +20.4
ROUS Hartford Multifactor US Equity ETF 0.6 19 66 7.9 +21.9
KLDW Gavekal Knowledge Leaders Developed World ETF 0.6 75 10 5.7 +19.7
FVD First Trust Value Line Dividend Index Fund 0.6 70 15 6.2 +20.3
MGV Vanguard Mega Cap Value ETF 0.6 7 78 7.9 +21.9
MXDU Nationwide Maximum Diversification US Core Equity ETF 0.6 34 51 5.7 +19.7
QDYN FlexShares Quality Dividend Dynamic Index Fund 0.6 37 48 8.6 +22.6
VPL Vanguard FTSE Pacific ETF 0.6 8 77 7.8 +21.8
ERSX ERShares NextGen Entrepreneurs ETF 0.6 75 10 6.4 +20.4
VYM Vanguard High Dividend Yield Index ETF 0.6 6 79 8.2 +22.3
USMV iShares Edge MSCI Min Vol USA ETF 0.5 15 70 6.0 +20.1
PRF Invesco FTSE RAFI US 1000 ETF 0.5 39 46 7.9 +21.9
IUS Invesco Strategic US ETF 0.5 19 66 7.5 +21.5
DMXF iShares ESG Advanced MSCI EAFE ETF 0.5 12 73 7.1 +21.1
TMFX Motley Fool Next Index ETF 0.5 50 35 4.0 +18.0
RECS Columbia Research Enhanced Core ETF 0.5 15 70 7.6 +21.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 67 6.3 +20.3
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 60 6.7 +20.7
PFM Invesco Dividend Achievers ETF 0.5 53 32 6.6 +20.6
IWD iShares Russell 1000 Value ETF 0.5 19 66 7.6 +21.6
JOYY Infusive Compounding Global Equities ETF 0.5 51 34 4.1 +18.2
VONV Vanguard Russell 1000 Value Index Fund 0.5 8 77 7.7 +21.7
BIBL Inspire ETF 0.5 35 50 6.0 +20.0
CVAR Cultivar ETF 0.5 87 -2 8.1 +22.1
DWM WisdomTree International Equity Fund 0.5 48 37 8.9 +22.9
RAFE PIMCO RAFI ESG U.S. ETF 0.5 30 55 8.8 +22.8
VTV Vanguard Value Index Fund 0.5 4 81 7.9 +21.9
NETZ Engine No 1 Transform Climate ETF 0.5 75 10 7.1 +21.1
VIDI Vident International Equity Fund 0.5 59 26 12.9 +27.0
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.5 47 38 12.0 +26.0
RESP WisdomTree US ESG Fund of Benef Interest 0.5 28 57 7.9 +21.9
ONEO SPDR Russell 1000 Momentum Focus ETF 0.5 20 65 8.8 +22.8
VFLQ Vanguard U.S. Liquidity Factor ETF 0.4 13 72 2.0 +16.0
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.4 40 45 8.7 +22.7
SCHV Schwab U.S. Large-Cap Value ETF 0.4 4 81 7.7 +21.7
PDP Invesco DWA Momentum ETF 0.4 62 23 5.7 +19.7
IVES Wedbush ETFMG Global Cloud Technology ETF 0.4 68 17 3.8 +17.9
AFLG First Trust Active Factor Large Cap ETF 0.4 55 30 7.9 +21.9
FDEV Fidelity Targeted International Factor ETF 0.4 39 46 7.6 +21.6
VBR Vanguard Small Cap Value Index Fund 0.4 7 78 9.1 +23.1
SMDY Syntax Stratified MidCap ETF 0.4 35 50 7.3 +21.3
IMTM iShares Edge MSCI Intl Momentum Factor ETF 0.4 30 55 7.8 +21.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 65 7.5 +21.5
ILCV iShares Morningstar Value ETF 0.4 4 81 7.7 +21.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 55 10.3 +24.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.4 20 65 6.9 +20.9
BKSE BNY Mellon US Small Cap Core Equity ETF 0.4 4 81 6.3 +20.3
JEMA JPMorgan Emerging Markets Equity Core ETF 0.4 39 46 8.2 +22.3
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.4 25 60 7.9 +21.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -10 2.6 +16.6
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.4 29 56 8.5 +22.5
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.4 17 68 8.2 +22.2
FYC First Trust Small Cap Growth AlphaDEX Fund 0.4 71 14 3.6 +17.6
PDEV Principal International Multi-Factor Core Index ETF 0.4 25 60 0.0 +14.0
SFYX Sofi Next 500 ETF 0.4 0 85 6.3 +20.3
DGRO iShares Core Dividend Growth ETF 0.4 8 77 7.8 +21.8
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.4 25 60 7.8 +21.8
IWO iShares Russell 2000 Growth ETF 0.4 24 61 1.1 +15.1
TPIF Timothy Plan International ETF 0.4 62 23 7.6 +21.6
JHSC John Hancock Multifactor Small Cap ETF 0.4 42 43 7.1 +21.1
VTWG Vanguard Russell 2000 Growth Index Fund 0.4 15 70 0.8 +14.8
IQSI IQ Candriam ESG International Equity ETF 0.4 15 70 7.8 +21.8
VYMI Vanguard International High Dividend Yield ETF 0.4 27 58 11.3 +25.3
QEFA SPDR MSCI EAFE Quality Mix ETF 0.4 30 55 7.3 +21.3
IJK iShares S&P Mid-Cap 400 Growth ETF 0.3 17 68 7.4 +21.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.3 15 70 7.5 +21.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.3 15 70 7.4 +21.4
JPIN JPMorgan Diversified Return International Equity ETF 0.3 37 48 9.2 +23.2
ISCB iShares Morningstar Small-Cap ETF 0.3 4 81 5.5 +19.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 56 9.5 +23.5
HKND Humankind US Stock ETF 0.3 11 74 7.8 +21.8
RBUS Nationwide Risk-Based U.S. Equity ETF 0.3 30 55 6.0 +20.0
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 81 7.1 +21.1
VB Vanguard Small-Cap ETF 0.3 5 80 6.6 +20.6
DIVB iShares U.S. Dividend & Buyback ETF 0.3 25 60 8.0 +22.0
ESGD iShares MSCI EAFE ESG Optimized ETF 0.3 20 65 7.5 +21.6
VFVA Vanguard U.S. Value Factor ETF 0.3 14 71 13.0 +27.1
HLGE Hartford Longevity Economy ETF 0.3 44 41 8.8 +22.8
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.3 20 65 7.3 +21.3
DLN WisdomTree U.S. LargeCap Dividend Fund 0.3 28 57 7.2 +21.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 60 7.0 +21.0
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.3 35 50 7.4 +21.4
YPS Arrow Reverse Cap 500 ETF 0.3 29 56 6.8 +20.8
ECNS iShares MSCI China Small-Cap ETF 0.3 59 26 12.1 +26.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 70 8.6 +22.6
PGJ Invesco Golden Dragon China ETF 0.3 69 16 1.7 +15.8
EFG iShares MSCI EAFE Growth ETF 0.3 40 45 4.9 +18.9
SCHA Schwab U.S. Small-Cap ETF 0.3 4 81 5.9 +19.9
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 73 8.4 +22.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.3 25 60 8.4 +22.4
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 55 7.8 +21.8
EFA iShares MSCI EAFE ETF 0.3 32 53 7.6 +21.6
DTD WisdomTree U.S.Total Dividend Fund 0.3 28 57 7.5 +21.5
EFV iShares MSCI EAFE Value ETF 0.3 39 46 9.9 +23.9
AESR Anfield U.S. Equity Sector Rotation ETF 0.3 146 -61 5.0 +19.1
DWMF WisdomTree International Multifactor Fund 0.3 38 47 8.0 +22.1
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 65 7.7 +21.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 78 6.1 +20.1
CIL VictoryShares International Volatility Weighted Index ETF 0.3 45 40 7.8 +21.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.3 18 67 8.2 +22.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.3 36 49 7.2 +21.3
VBK Vanguard Small-Cap Growth Index Fund 0.3 7 78 2.6 +16.7
BKIE BNY Mellon International Equity ETF 0.3 4 81 7.8 +21.8
HFXI IQ 50 Percent Hedged FTSE International ETF 0.3 20 65 7.8 +21.8
RODE Hartford Multifactor Diversified International ETF 0.3 29 56 11.6 +25.6
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.3 40 45 7.9 +21.9
MDY SPDR S&P Midcap 400 ETF Trust 0.3 23 62 8.0 +22.0
RDMX SPDR Bloomberg SASB Developed Markets EX US ESG Select ETF 0.3 12 73 8.0 +22.0
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 0.3 7 78 8.0 +22.0
IJH iShares Core S&P Mid-Cap ETF 0.3 5 80 8.2 +22.2
SPMD SPDR Portfolio Mid Cap ETF 0.3 5 80 8.2 +22.2
IVOO Vanguard S&P Mid-Cap 400 ETF 0.3 10 75 8.2 +22.2
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 65 6.0 +20.0
DUHP Dimensional US High Profitability ETF 0.2 22 63 8.6 +22.6
IWS iShares Russell Mid-Cap Value ETF 0.2 23 62 7.5 +21.5
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.2 6 79 6.1 +20.1
IEFA iShares Core MSCI EAFE ETF 0.2 7 78 7.6 +21.6
FLDZ RiverNorth Volition America Patriot ETF 0.2 70 15 6.2 +20.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 4 81 7.6 +21.6
PQIN PGIM QMA Strategic Alpha International Equity ETF 0.2 29 56 8.6 +22.6
SCHF Schwab International Equity ETF 0.2 6 79 8.1 +22.1
NUSC Nuveen ESG Small-Cap ETF 0.2 30 55 6.2 +20.2
PSET Principal Price Setters Index ETF 0.2 15 70 7.2 +21.2
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.2 35 50 7.9 +21.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 61 8.9 +22.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 52 33 5.9 +19.9
IDEV iShares Core MSCI International Developed Markets ETF 0.2 5 80 7.7 +21.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 46 4.7 +18.7
JHMD John Hancock Multifactor Developed International ETF 0.2 39 46 8.1 +22.1
IWM iShares Russell 2000 ETF 0.2 19 66 3.8 +17.8
VSGX Vanguard ESG International Stock ETF 0.2 12 73 7.8 +21.9
IMCG iShares Morningstar Mid-Cap Growth ETF 0.2 6 79 4.9 +18.9
VTWO Vanguard Russell 2000 Index Fund 0.2 10 75 1.7 +15.7
SMMD iShares Russell 2500 ETF 0.2 15 70 7.0 +21.0
VOT Vanguard Mid-Cap Growth Index Fund 0.2 7 78 4.5 +18.5
VEA Vanguard FTSE Developed Markets ETF 0.2 5 80 7.9 +21.9
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.2 17 68 5.9 +19.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 46 8.6 +22.6
JHMM John Hancock Multifactor Mid Cap ETF 0.2 41 44 7.4 +21.4
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.2 20 65 9.6 +23.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 40 9.1 +23.1
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 55 10.4 +24.5
RNMC Mid Cap US Equity Select ETF 0.2 60 25 8.4 +22.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 15 70 8.9 +22.9
MDYV SPDR S&P 400 Mid Cap Value ETF 0.2 15 70 8.9 +22.9
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 67 8.9 +22.9
DFAI Dimensional International Core Equity Market ETF 0.2 18 67 7.3 +21.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 76 5.4 +19.4
AVDE Avantis International Equity ETF 0.2 23 62 8.9 +22.9
DFIC Dimensional International Core Equity 2 ETF 0.2 23 62 7.4 +21.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 32 53 8.0 +22.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 46 10.3 +24.3
RNDM First Trust Developed International Equity Select ETF 0.2 65 20 7.2 +21.3
EZM WisdomTree U.S. MidCap Earnings Fund 0.2 38 47 11.0 +25.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 44 7.5 +21.5
IUSS Invesco Strategic US Small Company ETF 0.2 23 62 6.8 +20.8
IWR iShares Russell Midcap ETF 0.2 19 66 6.5 +20.5
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 8 77 8.1 +22.1
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 60 5.6 +19.6
IGV iShares Expanded Tech-Software ETF 0.2 43 42 4.0 +18.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.2 70 15 5.0 +19.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.2 4 81 6.7 +20.7
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 81 6.6 +20.6
GRZZ Grizzle Growth ETF 0.2 75 10 7.3 +21.3
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 60 9.5 +23.5
PXUS Principal International Adaptive Multi-Factor ETF 0.2 24 61 7.8 +21.8
VXUS Vanguard Total International Stock ETF 0.2 8 77 8.0 +22.0
RNDV US Equity Dividend Select ETF 0.2 50 35 9.0 +23.0
IXUS ishares Core MSCI Total International Stock ETF 0.2 9 76 8.0 +22.0
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 51 10.1 +24.1
SDGA Impact Shares Sustainable Development Goals Global ETF 0.1 75 10 7.2 +21.2
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.1 25 60 6.6 +20.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.1 65 20 7.4 +21.4
AVIV Avantis International Large Cap Value ETF 0.1 25 60 10.9 +24.9
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.1 28 57 7.4 +21.4
INTF iShares Edge MSCI Multifactor Intl ETF 0.1 30 55 10.5 +24.5
VFMF Vanguard U.S. Multifactor ETF 0.1 19 66 10.3 +24.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 63 22 9.4 +23.4
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 79 8.8 +22.8
RYLD Global X Russell 2000 Covered Call ETF 0.1 60 25 1.1 +15.1
IMCV iShares Morningstar Mid-Cap Value ETF 0.1 6 79 8.0 +22.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.1 29 56 7.7 +21.7
EWGS iShares MSCI Germany Small Cap ETF 0.1 59 26 8.6 +22.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 46 8.3 +22.3
ISZE iShares Edge MSCI Intl Size Factor ETF 0.1 30 55 7.3 +21.3
VO Vanguard Mid-Cap Index Fund 0.1 4 81 6.2 +20.2
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.1 24 61 8.6 +22.6
VALQ American Century STOXX U.S. Quality Value ETF 0.1 29 56 10.0 +24.1
QINT American Century Quality Diversified International ETF 0.1 39 46 9.8 +23.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 46 7.9 +21.9
ISMD Inspire Small/Mid Cap Impact ETF 0.1 57 28 6.7 +20.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 65 7.7 +21.7
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 31 54 9.1 +23.1
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.1 25 60 8.9 +22.9
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 71 14 7.6 +21.6
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 0.1 45 40 7.4 +21.4
GLCN VanEck China Growth Leaders ETF 0.1 60 25 7.2 +21.3
IWN iShares Russell 2000 Value ETF 0.1 24 61 6.0 +20.0
VTWV Vanguard Russell 2000 Value Index Fund 0.1 15 70 2.8 +16.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 65 7.4 +21.4
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 20 8.6 +22.6
DON WisdomTree U.S. MidCap Dividend Fund 0.1 38 47 9.2 +23.3
IWC iShares Micro-Cap ETF 0.0 60 25 -13.7 +0.3
DFUV Dimensional US Marketwide Value ETF 0.0 0 85 0.0 +14.0
GWX SPDR S&P International Small Cap ETF 0.0 40 45 4.8 +18.8
EWUS iShares MSCI United Kingdom Small Cap ETF 0.0 59 26 6.9 +20.9
TPSC Timothy Plan US Small Cap Core ETF 0.0 52 33 8.8 +22.8
IEUS iShares MSCI Europe Small-Cap ETF 0.0 40 45 6.2 +20.2
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.0 35 50 8.9 +22.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 11 74 6.7 +20.7
GXC SPDR S&P China ETF 0.0 59 26 8.9 +22.9
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 36 7.6 +21.6
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 26 11.2 +25.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 40 45 6.4 +20.4
EES WisdomTree SmallCap Earnings Fund 0.0 38 47 11.0 +25.0
SPEM SPDR Portfolio Emerging Markets ETF 0.0 11 74 8.8 +22.8
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.0 35 50 8.3 +22.3
VWO Vanguard FTSE Emerging Markets ETF 0.0 10 75 8.5 +22.5
IEMG iShares Core MSCI Emerging Markets ETF 0.0 11 74 8.9 +22.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 47 38 7.5 +21.5
AVEM Avantis Emerging Markets Equity ETF 0.0 33 52 10.6 +24.6
SPEU SPDR Portfolio Europe ETF 0.0 9 76 7.7 +21.8

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

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RESULTS & ESTIMATES

  2017 2018 2019 2020 2021 2022E 2023E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share 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
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Bitwise Crypto Industry Innovators 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 -16.5 %
Divided by: Fwd. P/BV 1.3 x
Less: Expense ratio 85 bp
Equals: ALTAR Score -14.0 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.20 CATEGORY
AVERAGE
1.45
 
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.