Bitwise Crypto Industry Innovators ETF
ALTAR
Score™
-23.4% info Recommen-
dation
AVOID
2023E    2024E
P/E
ratio
207.4x P/Sales
ratio
2.0x
P/BV
ratio
1.6x Div.
yield
0.6%


  • 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) $76
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 27
Wgt avg mkt cap (mns) $21,173
Large cap (>$10bn) 23.2%
Mid cap ($2-10bn) 12.7%
Small cap (<$2bn) 59.9%
Developed mkts 94.3%
Emerging mkts 5.7%

TOP TEN HOLDINGS
COINBASE GLOBAL, INC. CLASS A 12.4 %
MICROSTRATEGY INC-CL A 11.0 %
RIOT BLOCKCHAIN INC 9.0 %
NORTHERN DATA AG 5.1 %
CLEANSPARK, INC. 4.7 %
HUT 8 MINING CORP. 4.3 %
MARATHON DIGITAL HOLDINGS INC 4.3 %
HIVE BLOCKCHAIN TECHNOLOGIES LTD 4.3 %
CANAAN INC. SPONSORED ADR CLASS A 4.1 %
GALAXY DIGITAL HOLDINGS LTD. 4.0 %
Total 63.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 69.7 %
CANADA 12.3 %
GERMANY 5.1 %
CHINA 4.1 %
AUSTRALIA 3.0 %
SINGAPORE 1.6 %
ARGENTINA 1.6 %
CAYMAN ISLANDS 1.6 %



HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
124.5% 0.9% -- -- -37.1%

Market Correlations
versus... Beta R-squared
S&P500 2.80 40%
MSCI EAFE 2.09 20%
MSCI Emg. Mkts. 1.48 11%

Technical Indicators
Recent close $6.95
30d moving avg. $7.72
Annualized volatility 82.4%
Short interest (ETF) 2.0%
Relative strength (RSI) 34

Liquidity measures
Avg. volume (thou.) 133
Turnover 1.2%
Bid/Ask (% of price) 0.45%
ADV underlying (mns) $9,098

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 637 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™: -23.4%


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
(%)
BKCH Global X Blockchain ETF 65.2 50 35 -39.6 -16.2
DAPP VanEck Digital Transformation ETF 60.6 50 35 -66.0 -42.6
GFOF Grayscale Future of Finance ETF 57.5 70 15 -2.3 +21.2
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 55.8 85 0 0.9 +24.3
SATO Invesco Alerian Galaxy Crypto Economy ETF 52.4 61 24 -19.4 +4.1
BLOK Amplify Transformational Data Sharing ETF 41.0 75 10 -0.3 +23.2
IBLC iShares Blockchain and Tech ETF 40.6 47 38 -8.2 +15.3
WGMI Valkyrie Bitcoin Miners ETF 36.5 75 10 -198.6 -175.2
FDIG Fidelity Crypto Industry and Digital Payments ETF 35.6 39 46 -0.7 +22.8
STCE Schwab Crypto Thematic ETF 34.3 30 55 -0.3 +23.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 30.1 68 17 4.6 +28.0
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 22.4 61 24 2.3 +25.7
BWEB Bitwise Web3 ETF 17.7 85 0 2.0 +25.5
ARKF ARK Fintech Innovation ETF 14.8 75 10 -1.9 +21.6
TWEB SoFi Web 3 ETF 12.3 59 26 -3.4 +20.0
ARKW ARK Web x.0 ETF 12.2 88 -3 -5.2 +18.3
BCDF Horizon Kinetics Blockchain Development ETF 9.6 85 0 -0.6 +22.9
ARKK ARK Innovation ETF 9.1 75 10 -6.8 +16.6
FINX Global X FinTech Thematic ETF 8.9 68 17 5.3 +28.8
BYOB SoFi Be Your Own Boss ETF 7.9 59 26 -3.1 +20.4
KOIN Innovation Shares NextGen Protocol ETF 7.5 75 10 6.6 +30.0
MEME Roundhill MEME ETF 7.5 69 16 -1.3 +22.1
VFH Vanguard Financials Index Fund 7.3 10 75 7.6 +31.0
FNCL Fidelity MSCI Financials Index ETF 7.3 8 77 7.6 +31.0
KCE SPDR S&P Capital Markets ETF 7.3 35 50 8.2 +31.6
RSPF Invesco S&P 500 Equal Weight Financials ETF 7.1 40 45 8.6 +32.0
XLF Financial Select Sector SPDR Fund 6.9 10 75 7.0 +30.5
AOTG AOT Growth and Innovation ETF 6.6 75 10 3.6 +27.0
IYG iShares US Financial Services ETF 6.4 39 46 7.4 +30.9
GVIP Goldman Sachs Hedge Industry VIP ETF 6.3 45 40 4.5 +27.9
PWB Invesco Dynamic Large Cap Growth ETF 6.2 56 29 3.8 +27.3
KOMP SPDR Kensho New Economies Composite ETF 6.1 20 65 -0.4 +23.1
BUZZ VanEck Social Sentiment ETF 6.0 75 10 1.1 +24.6
IXG iShares Global Financials ETF 6.0 42 43 8.5 +31.9
VR Global X Metaverse ETF 6.0 50 35 6.3 +29.8
IPAY ETFMG Prime Mobile Payments ETF 5.9 75 10 8.8 +32.2
MOTE VanEck Morningstar ESG Moat ETF 5.8 49 36 6.3 +29.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.8 65 20 9.6 +33.0
PLAT WisdomTree Modern Tech Platforms Fund 5.6 20 65 0.4 +23.8
SFYF SoFi 50 ETF 5.6 29 56 0.4 +23.8
BUYZ Franklin Disruptive Commerce ETF 5.5 50 35 2.1 +25.6
TECB iShares US Tech Breakthrough Multisector ETF 5.5 40 45 4.9 +28.4
IYJ iShares U.S. Industrials ETF 5.4 39 46 5.7 +29.1
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 5.2 49 36 6.1 +29.5
NULG Nuveen ESG Large-Cap Growth ETF 4.8 26 59 4.7 +28.2
NULC Nuveen ESG Large-Cap ETF 4.7 21 64 6.0 +29.4
USXF iShares ESG Advanced MSCI USA ETF 4.7 10 75 5.7 +29.2
VEGN US Vegan Climate ETF 4.6 60 25 5.3 +28.8
DAT ProShares Big Data Refiners ETF 4.6 58 27 0.4 +23.9
IPO Renaissance IPO ETF 4.6 60 25 -7.1 +16.3
MVPS Amplify Thematic All-Stars ETF 4.5 49 36 2.2 +25.6
JEPI JPMorgan Equity Premium Income ETF 4.4 35 50 5.8 +29.2
FDG American Century Focused Dynamic Growth ETF 4.4 45 40 3.1 +26.5
DTEC ALPS Disruptive Technologies ETF 4.4 50 35 4.4 +27.8
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 4.3 50 35 4.0 +27.4
EQUL IQ Engender Equality ETF 4.3 45 40 7.7 +31.1
TMFG Motley Fool Global Opportunities ETF 4.3 85 0 4.0 +27.5
BPAY BlackRock Future Financial and Technology ETF 4.2 70 15 10.4 +33.9
EQWL Invesco Russell Top 200 Equal Weight ETF 4.1 25 60 7.4 +30.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.1 7 78 6.0 +29.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.0 60 25 4.4 +27.9
DSI iShares MSCI KLD 400 Social ETF 4.0 25 60 5.9 +29.4
FQAL Fidelity Quality Factor ETF 4.0 29 56 6.1 +29.5
TMFC Motley Fool 100 Index ETF 4.0 50 35 4.5 +27.9
LZRD Parabla Innovation ETF 3.9 69 16 -8.7 +14.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.9 70 15 5.8 +29.3
VIG Vanguard Dividend Appreciation Index Fund 3.9 6 79 6.3 +29.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.9 10 75 5.4 +28.8
FDLO Fidelity Low Volatility Factor ETF 3.9 29 56 5.8 +29.2
PFM Invesco Dividend Achievers ETF 3.8 53 32 6.4 +29.8
NACP Impact Shares NAACP Minority Empowerment ETF 3.8 49 36 5.6 +29.1
PNQI Invesco NASDAQ Internet ETF 3.8 60 25 2.9 +26.3
ILCG iShares Morningstar Growth ETF 3.8 4 81 4.6 +28.1
WOMN Impact Shares YWCA Women's Empowerment ETF 3.7 75 10 5.5 +28.9
SCHG Schwab U.S. Large-Cap Growth ETF 3.7 4 81 4.9 +28.3
MGK Vanguard Mega Cap Growth ETF 3.7 7 78 4.9 +28.3
VUG Vanguard Growth Index Fund 3.7 4 81 4.8 +28.3
EGUS iShares ESG Aware MSCI USA Growth ETF 3.7 15 70 5.0 +28.4
STXD Strive 1000 Dividend Growth ETF 3.7 35 50 6.2 +29.7
SUSL iShares ESG MSCI USA Leaders ETF 3.7 10 75 5.9 +29.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.7 10 75 6.0 +29.4
ANEW ProShares MSCI Transformational Changes ETF 3.6 45 40 5.9 +29.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.6 14 71 5.9 +29.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.6 65 20 3.5 +27.0
YALL God Bless America ETF 3.6 65 20 3.8 +27.2
IWF iShares Russell 1000 Growth ETF 3.5 19 66 5.3 +28.7
MOON Direxion Moonshot Innovators ETF 3.5 65 20 -9.5 +13.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.5 10 75 5.3 +28.8
VONG Vanguard Russell 1000 Growth Index Fund 3.5 8 77 5.4 +28.9
IWY iShares Russell Top 200 Growth ETF 3.5 20 65 5.4 +28.9
QGRW WisdomTree U.S. Quality Growth Fund 3.5 28 57 5.7 +29.1
VSLU Applied Finance Valuation Large Cap ETF 3.4 49 36 6.6 +30.0
QUS SPDR MSCI USA StrategicFactors ETF 3.4 15 70 6.7 +30.1
JSTC Adasina Social Justice All Cap Global ETF 3.4 89 -4 5.6 +29.1
SPXT ProShares S&P 500 Ex-Technology ETF 3.4 9 76 6.3 +29.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.4 15 70 5.6 +29.0
JOET Virtus Terranova US Quality Momentum ETF 3.3 29 56 6.3 +29.7
OEF iShares S&P 100 ETF 3.3 20 65 5.6 +29.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.3 19 66 7.1 +30.6
IAI iShares U.S. Broker-Dealers ETF 3.3 40 45 7.9 +31.3
SNPE Xtrackers S&P 500 ESG ETF 3.3 10 75 6.0 +29.4
IQSU IQ Candriam ESG US Equity ETF 3.3 9 76 5.5 +28.9
GBUY Goldman Sachs Future Consumer Equity ETF 3.2 75 10 3.2 +26.6
RESP WisdomTree US ESG Fund of Benef Interest 3.2 28 57 6.8 +30.2
VDNI V-Shares US Leadership Diversity ETF 3.2 29 56 6.2 +29.6
UDI USCF Dividend Income Fund 3.2 65 20 8.2 +31.6
IUSG iShares Core S&P US Growth ETF 3.2 4 81 6.0 +29.5
TOLL Tema Monopolies and Oligopolies ETF 3.2 75 10 4.0 +27.5
DUSA Davis Select U.S. Equity ETF 3.2 61 24 8.8 +32.2
DFNL Davis Select Financial ETF 3.2 63 22 8.7 +32.2
XPND First Trust Expanded Technology ETF 3.2 65 20 5.4 +28.9
VUSE Vident Core US Equity Fund 3.2 50 35 6.3 +29.8
YLDE ClearBridge Dividend Strategy ESG ETF 3.2 60 25 6.0 +29.5
IVW iShares S&P 500 Growth ETF 3.2 18 67 5.8 +29.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.2 60 25 5.4 +28.9
SXQG 6 Meridian Quality Growth ETF 3.2 100 -15 5.0 +28.5
SPHQ Invesco S&P 500 Quality ETF 3.2 15 70 6.1 +29.5
UPWD JPMorgan Social Advancement ETF 3.2 49 36 5.8 +29.3
BBLU EA Bridgeway Blue Chip ETF 3.2 15 70 6.2 +29.6
TDV ProShares S&P Technology Dividend Aristocrats ETF 3.2 46 39 6.8 +30.2
XLG Invesco S&P 500 Top 50 ETF 3.2 20 65 5.1 +28.6
JQUA JPMorgan U.S. Quality Factor ETF 3.2 12 73 6.5 +30.0
SNPG Xtrackers S&P 500 Growth ESG ETF 3.2 15 70 5.5 +29.0
SPYG SPDR Portfolio S&P 500 Growth ETF 3.2 4 81 6.0 +29.4
DIP BTD Capital Fund 3.2 129 -44 7.3 +30.7
NZRO Strategy Shares Halt Climate Change ETF 3.2 95 -10 1.9 +25.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.2 50 35 5.4 +28.8
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 3.2 12 73 5.4 +28.8
GFGF Guru Favorite Stocks ETF 3.2 65 20 6.4 +29.9
FLRG Fidelity U.S. Multifactor ETF 3.2 29 56 7.8 +31.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.2 15 70 8.1 +31.6
FTCS First Trust Capital Strength ETF 3.2 55 30 6.4 +29.9
LVOL American Century Low Volatility ETF 3.2 29 56 5.8 +29.3
PFI Invesco DWA Financial Momentum ETF 3.2 60 25 5.1 +28.5
SDEP SFP Core Equity Strategy 3.2 0 85 6.8 +30.2
TTAC TrimTabs US Free Cash Flow Quality ETF 3.2 59 26 6.8 +30.2
MBCC Monarch Blue Chips Core ETF 3.2 125 -40 3.6 +27.1
VOOG Vanguard S&P 500 Growth ETF 3.2 10 75 5.9 +29.4
QUAL iShares MSCI Usa Quality Factor ETF 3.2 15 70 6.6 +30.0
RDVY First Trust Rising Dividend Achievers ETF 3.2 50 35 9.9 +33.4
DUHP Dimensional US High Profitability ETF 3.2 21 64 8.1 +31.6
LEAD Siren DIVCON Leaders Dividend ETF 3.2 43 42 6.2 +29.7
GDVD R3 Global Dividend Growth ETF 3.2 88 -3 7.2 +30.6
EWEB Global X Emerging Markets Internet & E-commerce ETF 3.2 65 20 5.7 +29.1
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 3.2 86 -1 2.0 +25.4
EMFQ Amplify Emerging Markets FinTech ETF 3.2 69 16 6.2 +29.6
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 3.2 86 -1 1.8 +25.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.1 20 65 5.7 +29.2
TRFM AAM Transformers ETF 3.1 49 36 1.6 +25.0
STXG Strive 1000 Growth ETF 3.1 18 67 5.1 +28.5
ISHP First Trust S-Network E-Commerce ETF 3.1 60 25 4.1 +27.5
IYF iShares U.S. Financials ETF 3.1 39 46 7.5 +30.9
XSW SPDR S&P Software & Services ETF 3.1 35 50 2.4 +25.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.1 60 25 5.6 +29.0
RAYD Rayliant Quantitative Developed Market Equity ETF 3.0 80 5 8.9 +32.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.0 25 60 6.4 +29.9
SPLV Invesco S&P 500 Low Volatility ETF 3.0 25 60 6.2 +29.6
BKLC BNY Mellon US Large Cap Core Equity ETF 3.0 0 85 5.7 +29.1
MGC Vanguard Mega Cap Index Fund 3.0 7 78 5.7 +29.1
ESGV Vanguard ESG U.S. Stock ETF 3.0 9 76 5.7 +29.2
RVRB Reverb ETF 3.0 30 55 5.8 +29.2
LRGF iShares Edge MSCI Multifactor USA ETF 2.9 8 77 6.9 +30.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.9 10 75 6.3 +29.8
PTF Invesco DWA Technology Momentum ETF 2.9 60 25 1.6 +25.1
CGXU Capital Group International Focus Equity ETF 2.9 54 31 4.8 +28.3
PDP Invesco DWA Momentum ETF 2.9 62 23 4.7 +28.1
KRUZ Unusual Whales Subversive Republican Trading ETF 2.9 75 10 4.8 +28.2
SUSA iShares MSCI USA ESG Select ETF 2.8 25 60 6.1 +29.5
INNO Harbor Disruptive Innovation ETF 2.8 75 10 -3.5 +19.9
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.8 96 -11 5.7 +29.1
SPXV ProShares S&P 500 Ex-Health Care ETF 2.8 9 76 5.6 +29.1
IWL iShares Russell Top 200 ETF 2.8 15 70 5.6 +29.0
FUNL CornerCap Fundametrics Large-Cap ETF 2.8 50 35 8.3 +31.8
FDMO Fidelity Momentum Factor ETF 2.8 29 56 4.3 +27.7
LOUP Innovator Loup Frontier Tech ETF 2.8 70 15 2.6 +26.0
QVML Invesco S&P 500 QVM Multi-factor ETF 2.8 11 74 6.2 +29.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.8 7 78 5.8 +29.3
XVV iShares ESG Screened S&P 500 ETF 2.7 8 77 5.9 +29.3
KRMA Global X Conscious Companies ETF 2.7 43 42 6.4 +29.9
STRV Strive 500 ETF 2.7 5 80 5.8 +29.3
CGGR Capital Group Growth ETF 2.7 39 46 4.0 +27.4
KOCG FIS Knights of Columbus Global Belief ETF 2.7 75 10 7.5 +30.9
LRGE ClearBridge Large Cap Growth ESG ETF 2.7 59 26 3.7 +27.1
WCLD WisdomTree Cloud Computing Fund 2.7 45 40 -0.3 +23.2
MILN Global X Millennial Consumer ETF 2.7 50 35 2.6 +26.0
VOTE Engine No. 1 Transform 500 ETF 2.7 5 80 5.8 +29.3
GSPY Gotham Enhanced 500 ETF 2.7 50 35 6.2 +29.6
RECS Columbia Research Enhanced Core ETF 2.6 15 70 6.7 +30.1
CGUS Capital Group Core Equity ETF 2.6 33 52 5.7 +29.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.6 2 83 5.9 +29.3
FFTY Innovator IBD 50 ETF 2.6 80 5 2.9 +26.3
DFND Siren DIVCON Dividend Defender ETF 2.6 189 -104 5.0 +28.4
ILCB iShares Morningstar U.S. Equity ETF 2.6 3 82 5.9 +29.3
ESGU iShares MSCI USA ESG Optimized ETF 2.6 15 70 5.9 +29.3
GDEF Goldman Sachs Defensive Equity ETF 2.6 55 30 5.1 +28.6
PBUS Invesco PureBeta MSCI USA ETF 2.6 4 81 5.9 +29.4
TIME Clockwise Capital Innovation ETF 2.6 96 -11 2.7 +26.1
SPXE ProShares S&P 500 Ex-Energy ETF 2.6 9 76 5.9 +29.4
JIG JPMorgan International Growth ETF 2.6 55 30 5.7 +29.1
GRZZ Grizzle Growth ETF 2.6 75 10 6.6 +30.1
IBUY Amplify Online Retail ETF 2.6 65 20 0.7 +24.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.6 20 65 5.8 +29.3
DFSU Dimensional US Sustainability Core 1 ETF 2.5 18 67 6.7 +30.1
JGRO JPMorgan Active Growth ETF 2.5 44 41 4.0 +27.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.5 11 74 5.9 +29.3
QLV FlexShares US Quality Low Volatility Index Fund 2.5 22 63 5.9 +29.4
SPY SPDR S&P 500 ETF Trust 2.5 9 76 5.9 +29.4
IVV iShares Core S&P 500 ETF 2.5 3 82 6.0 +29.4
VV Vanguard Large-Cap Index Fund 2.5 4 81 5.8 +29.3
SPLG SPDR Portfolio S&P 500 ETF 2.5 2 83 6.0 +29.5
CATH Global X S&P 500 Catholic Values Custom ETF 2.4 29 56 5.8 +29.3
VOO VANGUARD S&P 500 ETF 2.4 3 82 6.0 +29.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.4 18 67 6.3 +29.7
BTHM BlackRock Future U.S. Themes ETF 2.4 60 25 6.0 +29.4
IWB iShares Russell 1000 ETF 2.4 15 70 5.8 +29.2
VONE Vanguard Russell 1000 ETF 2.4 8 77 5.8 +29.3
SCHX Schwab U.S. Large-Cap ETF 2.4 3 82 5.9 +29.4
SCHK Schwab 1000 Index ETF 2.4 5 80 6.0 +29.4
IYY iShares Dow Jones U.S. ETF 2.3 20 65 5.8 +29.2
DFUS Dimensional U.S. Equity ETF 2.3 9 76 5.8 +29.3
LCF Touchstone US Large Cap Focused ETF 2.3 69 16 5.0 +28.4
IETC iShares Evolved U.S. Technology ETF 2.3 18 67 5.2 +28.7
RAFE PIMCO RAFI ESG U.S. ETF 2.3 29 56 8.2 +31.6
LCLG Logan Capital Broad Innovative Growth ETF 2.3 99 -14 6.1 +29.5
IWV iShares Russell 3000 ETF 2.3 20 65 5.6 +29.1
SFY SoFi Select 500 ETF 2.3 0 85 5.6 +29.1
VTHR Vanguard Russell 3000 Index Fund 2.3 10 75 5.7 +29.1
QWLD SPDR MSCI World StrategicFactors ETF 2.3 30 55 7.6 +31.0
SPTM SPDR Portfolio Total Stock Market ETF 2.3 3 82 6.2 +29.6
ESG FlexShares STOXX US ESG Impact Index Fund 2.3 32 53 5.6 +29.0
DURA VanEck Morningstar Durable Dividend ETF 2.3 29 56 8.0 +31.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.3 20 65 7.7 +31.1
CACG ClearBridge All Cap Growth ETF 2.3 54 31 3.9 +27.4
WGRO WisdomTree U.S. Growth & Momentum Fund 2.3 55 30 7.3 +30.7
SCHB Schwab U.S. Broad Market ETF 2.3 3 82 5.9 +29.3
VTI Vanguard Total Stock Market Index Fund 2.2 3 82 5.7 +29.2
FCPI Fidelity Stocks for Inflation ETF 2.2 29 56 9.3 +32.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.2 3 82 5.8 +29.2
SHE SPDR SSGA Gender Diversity Index ETF 2.2 20 65 6.0 +29.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.2 29 56 7.6 +31.0
DGRW WisdomTree U.S. Quality Dividend Growth Fund 2.2 28 57 6.5 +29.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.2 48 37 7.3 +30.7
BOSS Global X Founder-Run Companies ETF 2.1 45 40 3.3 +26.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.1 35 50 5.6 +29.0
DFAU Dimensional US Core Equity Market ETF 2.1 12 73 6.0 +29.5
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 2.1 15 70 6.0 +29.4
QLC FlexShares US Quality Large Cap Index Fund 2.1 25 60 6.7 +30.1
FLLV Franklin Liberty U.S. Low Volatility ETF 2.1 29 56 6.4 +29.8
ESGS Columbia Sustainable U.S. Equity Income ETF 2.1 35 50 7.2 +30.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.0 12 73 5.5 +28.9
TOK iShares MSCI Kokusai ETF 2.0 25 60 6.2 +29.7
AVUS Avantis U.S. Equity ETF 2.0 15 70 6.9 +30.3
KOKU Xtrackers MSCI Kokusai Equity ETF 2.0 9 76 6.5 +29.9
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 2.0 20 65 6.6 +30.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.0 58 27 5.3 +28.8
DSTL Distillate US Fundamental Stability & Value ETF 2.0 39 46 8.2 +31.6
USMV iShares Edge MSCI Min Vol USA ETF 2.0 15 70 6.4 +29.8
PEXL Pacer US Export Leaders ETF 2.0 60 25 6.7 +30.2
DGRO iShares Core Dividend Growth ETF 2.0 8 77 7.3 +30.7
ADME Aptus Drawdown Managed Equity ETF 1.9 79 6 5.0 +28.5
ACVF American Conservative Values ETF 1.9 75 10 5.1 +28.6
HDUS Hartford Disciplined US Equity ETF 1.9 19 66 7.0 +30.4
DFAC Dimensional U.S. Core Equity 2 ETF 1.9 17 68 6.6 +30.0
FBCG Fidelity Blue Chip Growth ETF 1.9 59 26 2.3 +25.7
URTH iShares MSCI World ETF 1.9 24 61 6.4 +29.9
DBLV AdvisorShares DoubleLine Value Equity ETF 1.9 91 -6 8.7 +32.2
JHML John Hancock Multifactor Large Cap ETF 1.9 29 56 6.4 +29.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.9 12 73 6.1 +29.5
FMIL Fidelity New Millennium ETF 1.9 59 26 6.1 +29.6
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 1.8 25 60 6.6 +30.0
DLN WisdomTree U.S. LargeCap Dividend Fund 1.8 28 57 7.1 +30.5
LGLV SPDR Russell 1000 Low Volatility ETF 1.8 12 73 5.9 +29.4
DEIF Sterling Capital Diverse Multi-Manager Active ETF 1.7 65 20 7.1 +30.5
AFLG First Trust Active Factor Large Cap ETF 1.7 55 30 7.4 +30.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.7 30 55 5.9 +29.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.7 9 76 6.6 +30.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.7 20 65 6.9 +30.4
ACWI iShares MSCI ACWI ETF 1.7 32 53 6.5 +29.9
KONG Formidable Fortress ETF 1.7 89 -4 6.3 +29.7
FOVL iShares Focused Value Factor ETF 1.7 25 60 11.6 +35.1
ROUS Hartford Multifactor US Equity ETF 1.6 19 66 8.3 +31.8
DIVS SmartETFs Dividend Builder ETF 1.6 65 20 5.6 +29.1
KVLE KFA Value Liner Dynamic Core Equity Index ETF 1.6 56 29 7.0 +30.5
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.6 85 0 5.8 +29.2
DGT SPDR Global Dow ETF 1.6 50 35 7.5 +30.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.6 55 30 4.2 +27.6
GGRW Gabelli Growth Innovators ETF 1.6 90 -5 3.2 +26.7
BKUS BNY Mellon Sustainable US Equity ETF 1.6 50 35 5.3 +28.8
FDWM Fidelity Women's Leadership ETF 1.6 59 26 5.9 +29.4
FLQL Franklin LibertyQ U.S. Equity ETF 1.6 15 70 7.4 +30.8
HAPI Harbor Corporate Culture ETF 1.6 36 49 5.5 +28.9
RFFC RiverFront Dynamic US Flex-Cap ETF 1.6 48 37 5.7 +29.1
NTZG Nuveen Global Net Zero Transition ETF 1.6 55 30 5.4 +28.9
PSET Principal Price Setters Index ETF 1.6 15 70 6.6 +30.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.6 78 7 10.1 +33.5
EPP iShares MSCI Pacific ex-Japan ETF 1.6 47 38 6.2 +29.6
DINT Davis Select International ETF 1.6 64 21 6.5 +29.9
AIA iShares Asia 50 ETF 1.6 50 35 9.3 +32.7
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF 1.6 19 66 6.7 +30.1
EWS iShares MSCI Singapore ETF 1.6 50 35 5.0 +28.5
DWLD Davis Select Worldwide ETF 1.6 62 23 7.4 +30.8
ASEA Global X Southeast Asia ETF 1.6 65 20 7.6 +31.1
LVHI Legg Mason International Low Volatility High Dividend ETF 1.6 40 45 11.2 +34.6
OGIG O'Shares Global Internet Giants ETF 1.6 48 37 0.2 +23.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.6 75 10 4.0 +27.4
ONLN ProShares Online Retail ETF 1.6 58 27 2.1 +25.5
ARGT Global X MSCI Argentina ETF 1.6 59 26 4.4 +27.9
BTEK BlackRock Future Tech ETF 1.6 88 -3 0.7 +24.1
EBIZ Global X E-Commerce ETF 1.6 50 35 1.1 +24.5
KEMQ Kraneshares Emerging Markets Consumer Technology Index ETF 1.6 60 25 -0.5 +22.9
AADR AdvisorShares Dorsey Wright ADR ETF 1.6 100 -15 6.5 +29.9
EPS WisdomTree U.S. Earnings 500 Fund 1.6 8 77 7.2 +30.7
ETHO Etho Climate Leadership U.S. ETF 1.6 47 38 5.5 +28.9
ITAN Sparkline Intangible Value ETF 1.6 50 35 7.0 +30.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.6 9 76 6.4 +29.8
JHDV John Hancock U.S. High Dividend ETF 1.6 34 51 7.3 +30.7
VT Vanguard Total World Stock ETF 1.6 7 78 6.6 +30.1
FLV American Century Focused Large Cap Value ETF 1.6 42 43 7.1 +30.5
MOTG VanEck Morningstar Global Wide Moat ETF 1.6 52 33 7.1 +30.5
KBWB Invesco KBW Bank ETF 1.6 35 50 11.5 +35.0
ILF iShares Latin America 40 ETF 1.5 48 37 7.9 +31.3
CBSE Changebridge Capital Sustainable Equity ETF 1.5 85 0 2.1 +25.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.5 39 46 6.1 +29.6
DIA SPDR Dow Jones Industrial Average ETF Trust 1.5 16 69 6.5 +29.9
DVND Touchstone Dividend Select ETF 1.5 67 18 6.9 +30.4
FDRR Fidelity Dividend ETF for Rising Rates 1.5 29 56 8.9 +32.3
ROCI ROC ETF 1.5 49 36 5.3 +28.7
EDOW First Trust Dow 30 Equal Weight ETF 1.5 50 35 7.2 +30.7
RUNN Running Oak Efficient Growth ETF 1.5 58 27 6.0 +29.5
GURU Global X Guru Index ETF 1.5 75 10 5.0 +28.5
DTD WisdomTree U.S.Total Dividend Fund 1.5 28 57 7.4 +30.9
SNPV Xtrackers S&P ESG Value ETF 1.5 15 70 6.7 +30.1
FDVV Fidelity Core Dividend ETF 1.5 29 56 9.8 +33.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 1.5 35 50 9.3 +32.8
FCLD Fidelity Cloud Computing ETF 1.5 39 46 4.1 +27.5
QDIV Global X S&P 500 Quality Dividend ETF 1.5 20 65 9.8 +33.2
VFMO Vanguard U.S. Momentum Factor ETF 1.5 13 72 2.7 +26.2
FDN First Trust Dow Jones Internet Index Fund 1.5 52 33 2.7 +26.2
KBE SPDR S&P Bank ETF 1.5 35 50 12.9 +36.3
IUS Invesco Strategic US ETF 1.4 19 66 8.1 +31.5
BIBL Inspire ETF 1.4 35 50 5.5 +29.0
REVS Columbia Research Enhanced Value ETF 1.4 19 66 8.6 +32.1
EMC Global X Emerging Markets Great Consumer ETF 1.4 75 10 4.6 +28.1
GLOF iShares Global Equity Factor ETF 1.4 20 65 9.0 +32.5
SRHQ SRH U.S. Quality ETF 1.4 35 50 9.0 +32.5
HAPY Harbor Corporate Culture Leaders ETF 1.4 50 35 4.4 +27.8
IEDI iShares Evolved U.S. Discretionary Spending ETF 1.4 18 67 5.5 +28.9
CFA VictoryShares US 500 Volatility Weighted Index ETF 1.4 35 50 7.1 +30.5
SMOT VanEck Morningstar SMID Moat ETF 1.4 49 36 7.6 +31.0
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 1.4 36 49 7.0 +30.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.3 25 60 8.7 +32.1
USMF WisdomTree U.S. Multifactor Fund 1.3 28 57 7.7 +31.1
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.3 80 5 7.1 +30.6
SIXA 6 Meridian Mega Cap Equity ETF 1.3 80 5 7.8 +31.3
FSST Fidelity Sustainability U.S. Equity ETF 1.3 59 26 5.7 +29.2
GDIV Harbor Dividend Growth Leaders ETF 1.3 50 35 6.7 +30.2
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 76 7.0 +30.4
XT iShares Exponential Technologies ETF 1.3 46 39 3.9 +27.3
QDF FlexShares Quality Dividend Index Fund 1.3 37 48 7.7 +31.1
SIZE iShares MSCI USA Size Factor ETF 1.3 15 70 6.8 +30.3
QDEF FlexShares Quality Dividend Defensive Index Fund 1.3 37 48 7.4 +30.8
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.3 8 77 5.0 +28.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.3 52 33 8.7 +32.2
MOAT VanEck Morningstar Wide Moat ETF 1.3 46 39 6.3 +29.8
MRND IQ U.S. Mid Cap R&D Leaders ETF 1.2 16 69 3.6 +27.1
JFWD Jacob Forward ETF 1.2 75 10 -14.0 +9.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.2 9 76 7.0 +30.4
SPVM Invesco S&P 500 Value with Momentum ETF 1.2 39 46 9.7 +33.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.2 38 47 7.2 +30.7
QQQ Invesco QQQ Trust 1.2 20 65 5.3 +28.8
QQQM Invesco NASDAQ 100 ETF 1.2 15 70 5.2 +28.7
QQMG Invesco ESG NASDAQ 100 ETF 1.2 20 65 5.3 +28.8
EMM Global X Emerging Markets ETF 1.2 75 10 4.0 +27.4
IWS iShares Russell Mid-Cap Value ETF 1.2 23 62 7.6 +31.1
GENY Principal Millennials Index ETF 1.2 38 47 7.4 +30.8
OALC OneAscent Large Cap Core ETF 1.2 82 3 6.1 +29.5
VLU SPDR S&P 1500 Value Tilt ETF 1.2 12 73 8.3 +31.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.2 75 10 6.3 +29.7
VCR Vanguard Consumer Discretionary Index Fund 1.2 10 75 5.0 +28.4
FNDX Schwab Fundamental U.S. Large Co. Index ETF 1.1 25 60 7.7 +31.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.1 7 78 10.0 +33.4
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 1.1 21 64 4.2 +27.6
IMCV iShares Morningstar Mid-Cap Value ETF 1.1 6 79 9.1 +32.5
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 1.1 32 53 8.6 +32.0
FNDB Schwab Fundamental U.S. Broad Market Index ETF 1.1 25 60 7.6 +31.1
LRND IQ U.S. Large Cap R&D Leaders ETF 1.1 14 71 7.1 +30.6
IWR iShares Russell Midcap ETF 1.1 18 67 6.6 +30.0
VOOV Vanguard S&P 500 Value ETF 1.1 10 75 6.5 +30.0
IVE iShares S&P 500 Value ETF 1.1 18 67 6.4 +29.9
RSP Invesco S&P 500 Equal Weight ETF 1.1 20 65 7.1 +30.6
SPYV SPDR Portfolio S&P 500 Value ETF 1.0 4 81 6.6 +30.1
FPX First Trust US IPO Index Fund 1.0 61 24 0.6 +24.0
NANC Unusual Whales Subversive Democratic Trading ETF 1.0 75 10 4.8 +28.3
IVES Wedbush ETFMG Global Cloud Technology ETF 1.0 68 17 3.5 +27.0
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.0 47 38 -1.8 +21.7
AUSF Global X Adaptive U.S. Factor ETF 1.0 27 58 6.3 +29.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 10 8.3 +31.7
IMCB iShares Morningstar Mid-Cap ETF 1.0 4 81 6.9 +30.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 81 6.9 +30.4
WLDR Affinity World Leaders Equity ETF 1.0 67 18 9.3 +32.8
IUSV iShares Core S&P U.S. Value ETF 1.0 4 81 6.8 +30.2
PRF Invesco FTSE RAFI US 1000 ETF 1.0 39 46 7.6 +31.0
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 1.0 101 -16 0.8 +24.2
EFAV iShares Edge MSCI Min Vol EAFE ETF 1.0 20 65 7.8 +31.2
METV Roundhill Ball Metaverse ETF 1.0 59 26 4.5 +27.9
SPHB Invesco S&P 500 High Beta ETF 1.0 25 60 6.2 +29.6
ACWV iShares MSCI Global Min Vol Factor ETF 1.0 20 65 9.0 +32.4
ALTL Pacer Lunt Large Cap Alternator ETF 1.0 60 25 5.8 +29.2
VWID Virtus WMC International Dividend ETF 1.0 49 36 9.9 +33.4
FXO First Trust Financials AlphaDEX Fund 1.0 62 23 11.8 +35.2
JIDA JPMorgan ActiveBuilders International Equity ETF 1.0 25 60 7.2 +30.7
ENTR Entrepreneur 30 Fund 1.0 75 10 3.3 +26.7
VXF Vanguard Extended Market Index Fund 1.0 6 79 4.3 +27.7
RPV Invesco S&P 500 Pure Value ETF 0.9 35 50 12.2 +35.6
CLRG IQ Chaikin U.S. Large Cap ETF 0.9 25 60 7.2 +30.6
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 26 7.1 +30.6
ILCV iShares Morningstar Value ETF 0.9 4 81 7.7 +31.1
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 79 4.8 +28.2
SPMV Invesco S&P 500 Minimum Variance ETF 0.9 10 75 6.1 +29.6
NUDV Nuveen ESG Dividend ETF 0.9 26 59 7.9 +31.3
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.9 80 5 6.0 +29.4
HKND Humankind US Stock ETF 0.9 11 74 7.3 +30.7
VONV Vanguard Russell 1000 Value Index Fund 0.8 8 77 7.5 +30.9
IWD iShares Russell 1000 Value ETF 0.8 19 66 7.4 +30.8
SPVU Invesco S&P 500 Enhanced Value ETF 0.8 13 72 11.3 +34.8
VYM Vanguard High Dividend Yield Index ETF 0.8 6 79 8.2 +31.7
BFOR Barron's 400 ETF 0.8 65 20 8.7 +32.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.8 60 25 6.4 +29.9
MGV Vanguard Mega Cap Value ETF 0.8 7 78 7.5 +31.0
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 62 4.5 +27.9
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.8 69 16 7.3 +30.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.8 30 55 9.5 +32.9
PY Principal Shareholder Yield Index ETF 0.8 15 70 8.5 +31.9
FTC First Trust Large Cap Growth AlphaDEX Fund 0.8 59 26 4.3 +27.8
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 72 7.9 +31.3
STXV Strive 1000 Value ETF 0.7 18 67 8.4 +31.8
WRND IQ Global Equity R&D Leaders ETF 0.7 18 67 8.2 +31.6
DFLV Dimensional US Large Cap Value ETF 0.7 22 63 9.1 +32.5
FLAX Franklin FTSE Asia Ex Japan ETF 0.7 19 66 8.0 +31.4
FTA First Trust Large Cap Value AlphaDEX Fund 0.7 59 26 10.1 +33.6
JEMA JPMorgan Emerging Markets Equity Core ETF 0.7 33 52 7.7 +31.2
RNLC Large Cap US Equity Select ETF 0.7 60 25 7.5 +31.0
IPAC iShares Core MSCI Pacific ETF 0.7 9 76 7.6 +31.1
VOT Vanguard Mid-Cap Growth Index Fund 0.7 7 78 5.1 +28.5
DOL WisdomTree International LargeCap Dividend Fund 0.7 48 37 10.7 +34.1
RWL Invesco S&P 500 Revenue ETF 0.7 39 46 7.4 +30.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.7 63 22 3.5 +26.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.7 39 46 4.8 +28.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.7 70 15 3.4 +26.9
IQLT iShares Edge MSCI Intl Quality Factor ETF 0.7 30 55 8.2 +31.6
MTUM iShares MSCI USA Momentum Factor ETF 0.7 15 70 5.1 +28.6
VTV Vanguard Value Index Fund 0.7 4 81 7.8 +31.2
IWX iShares Russell Top 200 Value ETF 0.7 20 65 7.2 +30.6
IDLV Invesco S&P International Developed Low Volatility ETF 0.6 25 60 7.1 +30.6
TMFX Motley Fool Next Index ETF 0.6 50 35 3.9 +27.3
QGRO American Century STOXX U.S. Quality Growth ETF 0.6 29 56 6.7 +30.1
IWO iShares Russell 2000 Growth ETF 0.6 24 61 1.8 +25.2
VFVA Vanguard U.S. Value Factor ETF 0.6 13 72 11.5 +35.0
VTWG Vanguard Russell 2000 Growth Index Fund 0.6 15 70 1.7 +25.2
VPL Vanguard FTSE Pacific ETF 0.6 8 77 7.8 +31.3
FVD First Trust Value Line Dividend Index Fund 0.6 65 20 6.8 +30.2
JIRE JPMorgan International Research Enhanced Equity ETF 0.6 24 61 8.5 +32.0
DIVB iShares Core Dividend 0.6 5 80 9.0 +32.4
WKLY SoFi Weekly Dividend ETF 0.6 49 36 8.5 +32.0
EVUS iShares ESG Aware MSCI USA Value ETF 0.6 18 67 7.7 +31.2
EQAL Invesco Russell 1000 Equal Weight ETF 0.6 20 65 7.2 +30.7
DHS WisdomTree U.S. High Dividend Fund 0.6 38 47 9.8 +33.3
DMXF iShares ESG Advanced MSCI EAFE ETF 0.6 12 73 6.5 +29.9
CGGO Capital Group Global Growth Equity ETF 0.5 47 38 4.6 +28.1
SCHV Schwab U.S. Large-Cap Value ETF 0.5 4 81 7.5 +30.9
FYC First Trust Small Cap Growth AlphaDEX Fund 0.5 71 14 2.0 +25.5
DIHP Dimensional International High Profitability ETF 0.5 29 56 8.6 +32.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.5 29 56 10.9 +34.4
RESD WisdomTree International ESG Fund 0.5 30 55 8.4 +31.8
CVAR Cultivar ETF 0.5 87 -2 8.7 +32.2
AVSC Avantis U.S Small Cap Equity ETF 0.5 25 60 5.4 +28.8
SCHA Schwab U.S. Small-Cap ETF 0.5 4 81 5.6 +29.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.5 40 45 9.9 +33.3
DWM WisdomTree International Equity Fund 0.5 48 37 9.9 +33.4
USVT US Value ETF 0.5 49 36 11.7 +35.1
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 70 8.7 +32.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.5 20 65 7.0 +30.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 70 8.2 +31.6
TPIF Timothy Plan International ETF 0.5 62 23 7.4 +30.9
DFUV Dimensional US Marketwide Value ETF 0.5 22 63 8.6 +32.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.5 12 73 8.2 +31.6
VLUE iShares MSCI USA Value Factor ETF 0.5 15 70 11.9 +35.3
NULV Nuveen ESG Large-Cap Value ETF 0.5 26 59 7.9 +31.3
IJK iShares S&P Mid-Cap 400 Growth ETF 0.5 17 68 7.2 +30.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.5 15 70 7.2 +30.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.5 15 70 7.2 +30.6
DEW WisdomTree Global High Dividend Fund 0.5 58 27 10.1 +33.5
SMDY Syntax Stratified MidCap ETF 0.5 35 50 8.0 +31.5
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.4 61 24 7.7 +31.2
MDY SPDR S&P Midcap 400 ETF Trust 0.4 23 62 8.0 +31.5
QEFA SPDR MSCI EAFE Quality Mix ETF 0.4 30 55 8.3 +31.7
IJH iShares Core S&P Mid-Cap ETF 0.4 5 80 8.2 +31.7
SPMD SPDR Portfolio Mid Cap ETF 0.4 3 82 8.2 +31.7
IVOO Vanguard S&P Mid-Cap 400 ETF 0.4 10 75 8.2 +31.6
DWMF WisdomTree International Multifactor Fund 0.4 38 47 8.0 +31.4
IQSI IQ Candriam ESG International Equity ETF 0.4 15 70 8.5 +31.9
VYMI Vanguard International High Dividend Yield ETF 0.4 22 63 11.2 +34.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.4 7 78 5.9 +29.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 79 2.3 +25.8
VFMV Vanguard U.S. Minimum Volatility ETF 0.4 13 72 6.4 +29.9
MDYV SPDR S&P 400 Mid Cap Value ETF 0.4 15 70 9.4 +32.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.4 15 70 9.3 +32.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.4 18 67 9.2 +32.7
JPIN JPMorgan Diversified Return International Equity ETF 0.4 37 48 9.9 +33.3
VIDI Vident International Equity Fund 0.4 61 24 12.7 +36.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 61 8.9 +32.4
EFV iShares MSCI EAFE Value ETF 0.4 35 50 9.6 +33.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 0.4 35 50 9.3 +32.7
AIVI WisdomTree International AI Enhanced Value Fund 0.4 58 27 8.6 +32.0
RNDV US Equity Dividend Select ETF 0.4 50 35 10.3 +33.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 18 11.0 +34.5
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.4 15 70 6.2 +29.7
IWM iShares Russell 2000 ETF 0.4 19 66 4.6 +28.0
VTWO Vanguard Russell 2000 Index Fund 0.3 10 75 4.6 +28.0
TPLC Timothy Plan US Large Cap Core ETF 0.3 52 33 6.6 +30.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 27 6.5 +30.0
IGV iShares Expanded Tech-Software ETF 0.3 41 44 4.0 +27.4
DIVI Franklin International Core Dividend Tilt Index ETF 0.3 9 76 9.3 +32.7
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.3 35 50 7.7 +31.1
ECNS iShares MSCI China Small-Cap ETF 0.3 58 27 10.7 +34.2
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.3 17 68 6.3 +29.7
SFYX Sofi Next 500 ETF 0.3 0 85 6.2 +29.6
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 0.3 47 38 8.1 +31.5
CIL VictoryShares International Volatility Weighted Index ETF 0.3 45 40 8.0 +31.5
DWAS Invesco DWA SmallCap Momentum ETF 0.3 60 25 1.4 +24.8
SSPY Syntax Stratified LargeCap ETF 0.3 30 55 7.4 +30.8
JVAL JPMorgan U.S. Value Factor ETF 0.3 12 73 9.5 +32.9
EWGS iShares MSCI Germany Small Cap ETF 0.3 59 26 9.9 +33.4
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.3 20 65 7.6 +31.0
VO Vanguard Mid-Cap Index Fund 0.3 4 81 6.7 +30.1
VBK Vanguard Small-Cap Growth Index Fund 0.3 7 78 1.5 +24.9
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 55 8.0 +31.4
WUGI AXS Esoterica NextG Economy ETF 0.3 75 10 3.2 +26.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 46 8.4 +31.8
VFMF Vanguard U.S. Multifactor ETF 0.3 18 67 9.5 +33.0
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.3 25 60 8.9 +32.3
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.3 25 60 6.9 +30.3
ONEO SPDR Russell 1000 Momentum Focus ETF 0.3 20 65 7.9 +31.4
EFA iShares MSCI EAFE ETF 0.3 32 53 7.7 +31.1
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 65 8.2 +31.7
YPS Arrow Reverse Cap 500 ETF 0.3 29 56 6.8 +30.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.3 35 50 7.6 +31.1
FSMD Fidelity Small-Mid Factor ETF 0.3 29 56 8.3 +31.7
BKIE BNY Mellon International Equity ETF 0.3 4 81 8.4 +31.9
TRFK Pacer Data and Digital Revolution ETF 0.3 60 25 4.9 +28.3
BLES Inspire Global Hope Large Cap ETF 0.3 61 24 7.1 +30.6
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.3 15 70 9.4 +32.8
HFXI IQ 50 Percent Hedged FTSE International ETF 0.3 20 65 8.0 +31.4
IWC iShares Micro-Cap ETF 0.3 60 25 -3.9 +19.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 46 9.7 +33.1
RODE Hartford Multifactor Diversified International ETF 0.3 29 56 13.1 +36.5
PXUS Principal International Adaptive Multi-Factor ETF 0.3 24 61 7.4 +30.9
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.3 17 68 8.0 +31.4
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 81 6.7 +30.2
IEFA iShares Core MSCI EAFE ETF 0.3 7 78 7.7 +31.1
JHMD John Hancock Multifactor Developed International ETF 0.3 39 46 8.4 +31.9
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 59 26 8.3 +31.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 76 5.2 +28.6
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.2 36 49 8.0 +31.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 82 7.6 +31.1
PGJ Invesco Golden Dragon China ETF 0.2 70 15 4.5 +27.9
SCHF Schwab International Equity ETF 0.2 6 79 8.2 +31.6
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.2 42 43 6.5 +29.9
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 56 10.2 +33.6
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 81 7.8 +31.2
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 78 8.2 +31.6
VSGX Vanguard ESG International Stock ETF 0.2 12 73 7.9 +31.3
DFAI Dimensional International Core Equity Market ETF 0.2 18 67 7.8 +31.2
VEA Vanguard FTSE Developed Markets ETF 0.2 5 80 7.9 +31.3
EFG iShares MSCI EAFE Growth ETF 0.2 35 50 5.8 +29.2
ISMD Inspire Small/Mid Cap Impact ETF 0.2 54 31 5.6 +29.1
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 61 7.3 +30.8
ISCB iShares Morningstar Small-Cap ETF 0.2 4 81 5.9 +29.3
STXK Strive Small-Cap ETF 0.2 18 67 5.8 +29.2
VALQ American Century STOXX U.S. Quality Value ETF 0.2 29 56 8.5 +31.9
AVDE Avantis International Equity ETF 0.2 23 62 8.9 +32.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 32 53 7.9 +31.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 24 8.4 +31.8
RNMC Mid Cap US Equity Select ETF 0.2 60 25 8.8 +32.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 40 9.2 +32.7
HLGE Hartford Longevity Economy ETF 0.2 44 41 8.8 +32.2
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 8 77 8.1 +31.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 44 7.8 +31.2
EZM WisdomTree U.S. MidCap Earnings Fund 0.2 38 47 11.1 +34.6
VGT Vanguard Information Technology Index Fund 0.2 10 75 5.5 +29.0
DFIC Dimensional International Core Equity 2 ETF 0.2 23 62 8.1 +31.5
VXUS Vanguard Total International Stock ETF 0.2 7 78 7.9 +31.4
JHMM John Hancock Multifactor Mid Cap ETF 0.2 41 44 7.7 +31.1
IXUS ishares Core MSCI Total International Stock ETF 0.2 7 78 7.8 +31.3
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 47 9.6 +33.1
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 77 5.5 +29.0
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 60 9.5 +33.0
BKSE BNY Mellon US Small Cap Core Equity ETF 0.1 4 81 6.6 +30.0
VB Vanguard Small-Cap ETF 0.1 5 80 6.2 +29.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 46 8.5 +32.0
ESGD iShares MSCI EAFE ESG Optimized ETF 0.1 20 65 7.3 +30.8
SQEW LeaderShares Equity Skew ETF 0.1 75 10 5.8 +29.2
IGPT Invesco AI and Next Gen Software ETF 0.1 50 35 5.1 +28.5
INTF iShares Edge MSCI Multifactor Intl ETF 0.1 15 70 9.9 +33.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 55 8.7 +32.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 65 7.5 +31.0
ISZE iShares Edge MSCI Intl Size Factor ETF 0.1 30 55 7.3 +30.7
EES WisdomTree SmallCap Earnings Fund 0.1 38 47 12.5 +35.9
IWN iShares Russell 2000 Value ETF 0.1 24 61 7.0 +30.5
VTWV Vanguard Russell 2000 Value Index Fund 0.1 15 70 7.0 +30.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 46 10.0 +33.5
IQIN IQ 500 International ETF 0.1 25 60 9.8 +33.2
IGM iShares Expanded Tech Sector ETF 0.1 41 44 5.4 +28.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 65 8.8 +32.3
GWX SPDR S&P International Small Cap ETF 0.1 40 45 5.9 +29.3
DFAS Dimensional U.S. Small Cap ETF 0.1 26 59 6.9 +30.3
STLV iShares Factors US Value Style ETF 0.1 25 60 9.4 +32.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 0.1 75 10 6.4 +29.8
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 20 6.5 +29.9
AVES Avantis Emerging Markets Value ETF 0.0 36 49 14.4 +37.8
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.0 24 61 8.8 +32.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.0 47 38 10.0 +33.5
DFSV Dimensional US Small Cap Value ETF 0.0 31 54 9.6 +33.0
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.0 70 15 6.8 +30.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 36 5.7 +29.1
IEUS iShares MSCI Europe Small-Cap ETF 0.0 40 45 6.7 +30.2
AVEM Avantis Emerging Markets Equity ETF 0.0 33 52 9.4 +32.9
AVDV Avantis International Small Cap Value ETF 0.0 36 49 7.8 +31.2
DFAT Dimensional U.S. Targeted Value ETF 0.0 28 57 9.4 +32.8
GXC SPDR S&P China ETF 0.0 59 26 11.0 +34.4
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 39 46 6.4 +29.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 7 78 6.6 +30.0
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 36 7.5 +30.9
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 76 8.1 +31.5
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 77 8.2 +31.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 47 38 7.4 +30.8
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 60 10.6 +34.0

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

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
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 -29.1 %
Divided by: Fwd. P/BV 1.3 x
Less: Expense ratio 85 bp
Equals: ALTAR Score -23.4 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.31 CATEGORY
AVERAGE
1.47
 
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.