JPMorgan Sustainable Infrastructure ETF
ALTAR
Score™
5.4% info Recommen-
dation
OVERWEIGHT
2024E    2025E
P/E
ratio
17.1x P/Sales
ratio
1.9x
P/BV
ratio
2.0x Div.
yield
3.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
BLLD is actively managed and seeks to invest in companies from around the world that develop solutions to sustainable infrastructure and are positioned to benefit from those changes.

FUND BASICS
Category Global Equities
Fund Sponsor JPMorgan Chase
Website am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-sustainable-infrastructure-etf-etf-shares-46654q500
Inception date Sep 08, 2022
Assets (mns) $23
Currency USD
Expense ratio 49 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 74
Wgt avg mkt cap (mns) $41,499
Large cap (>$10bn) 77.4%
Mid cap ($2-10bn) 20.9%
Small cap (<$2bn) 1.7%
Developed mkts 92.9%
Emerging mkts 7.1%

TOP TEN HOLDINGS
SSE PLC 4.0 %
GDF SUEZ 4.0 %
E.ON AG 3.7 %
NATIONAL GRID PLC 3.5 %
AMERICAN TOWER CORP-CL A 3.5 %
WELLTOWER, INC. 3.3 %
NEXTERA ENERGY GROUP 3.3 %
GRUPO FERROVIAL 3.0 %
XYLEM INC 2.9 %
DIGITAL REALTY TRUST INC 2.8 %
Total 34.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 42.3 %
BRITAIN 12.7 %
FRANCE 8.4 %
SPAIN 6.5 %
GERMANY 6.2 %
CHINA 4.5 %
ITALY 3.6 %
BELGIUM 2.4 %
CANADA 2.3 %
JAPAN 2.2 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
8.4% 24.7% -- -- 7.6%

Market Correlations
versus... Beta R-squared
S&P500 0.99 61%
MSCI EAFE 1.13 85%
MSCI Emg. Mkts. 0.96 62%

Technical Indicators
Recent close $53.17
30d moving avg. $53.60
Annualized volatility 17.4%
Short interest (ETF) 0.8%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.2%
Bid/Ask (% of price) 0.34%
ADV underlying (mns) $12,201

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 954 potential alternatives to the JPMorgan Sustainable Infrastructure ETF ETF based on the alternatives' overlap in portfolio holdings with BLLD. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: BLLD Expense: 49 bp ALTAR Score™: 5.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH BLLD
Ticker Fund
Name
Overlap1
vs BLLD
(%)
Expense
ratio
(bp)
Savings
vs BLLD
(bp)
ALTAR
Score™
(%)
ALTAR
vs BLLD
(%)
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 36.3 75 -26 4.5 -0.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 24.4 47 2 5.4 -0.0
IQRA IQ CBRE Real Assets ETF 22.9 65 -16 5.1 -0.3
JXI iShares Global Utilities ETF 22.6 43 6 5.8 +0.4
ROOF IQ CBRE NextGen Real Estate ETF 21.8 60 -11 7.9 +2.5
BYRE Principal Real Estate Active Opportunities ETF 20.7 65 -16 5.2 -0.2
IYR iShares U.S. Real Estate ETF 20.5 40 9 5.9 +0.5
SCHH Schwab U.S. REIT ETF 20.4 7 42 6.4 +1.0
FREL Fidelity MSCI Real Estate Index ETF 20.1 8 41 6.0 +0.6
VNQ Vanguard Real Estate ETF 20.0 12 37 6.1 +0.7
AVRE Avantis Real Estate ETF 19.8 17 32 5.8 +0.4
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 19.8 45 4 5.7 +0.3
VGSR Vert Global Sustainable Real Estate ETF 19.7 47 2 5.6 +0.2
XLRE Real Estate Select Sector SPDR Fund 19.6 9 40 5.9 +0.5
DFGR Dimensional Global Real Estate ETF 19.4 22 27 6.0 +0.6
JPRE JPMorgan Realty Income ETF 19.3 50 -1 5.4 -0.1
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 19.2 40 9 6.1 +0.6
DFAR Dimensional US Real Estate ETF 19.0 19 30 6.2 +0.8
FPRO Fidelity Real Estate Investment ETF 18.1 59 -10 4.5 -1.0
PSR Invesco Active U.S. Real Estate Fund 16.4 35 14 6.0 +0.6
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 16.3 46 3 5.0 -0.4
ERET iShares Environmentally Aware Real Estate ETF 15.7 30 19 6.4 +0.9
REET iShares Global REIT ETF 15.4 14 35 6.2 +0.7
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 15.4 75 -26 7.5 +2.0
ICF iShares Cohen & Steers REIT ETF 15.4 33 16 5.7 +0.3
TEMP JPMorgan Climate Change Solutions ETF 15.1 49 0 5.3 -0.1
IGF iShares Global Infrastructure ETF 15.1 41 8 4.4 -1.0
RWO SPDR Dow Jones Global Real Estate ETF 15.1 50 -1 6.1 +0.7
GII SPDR S&P Global Infrastructure ETF 15.1 40 9 4.4 -1.0
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 14.9 11 38 6.2 +0.8
USRT iShares Core U.S. REIT ETF 14.9 8 41 6.3 +0.9
RWR SPDR Dow Jones REIT ETF 14.7 25 24 6.1 +0.7
BECO BlackRock Future Climate and Sustainable Economy ETF 14.3 70 -21 11.1 +5.7
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 14.1 60 -11 3.4 -2.0
FRI First Trust S&P REIT Index Fund 13.9 50 -1 5.9 +0.5
PPTY US Diversified Real Estate ETF 13.9 53 -4 5.6 +0.2
OCEN IQ Clean Oceans ETF 12.9 45 4 6.0 +0.5
IVRA Invesco Real Assets ESG ETF 12.9 59 -10 5.5 +0.0
CRED Columbia Research Enhanced Real Estate ETF 12.5 33 16 6.8 +1.4
VCLN Virtus Duff & Phelps Clean Energy ETF 12.1 59 -10 3.7 -1.7
GSFP Goldman Sachs Future Planet Equity ETF 11.8 75 -26 4.3 -1.1
GQRE FlexShares Global Quality Real Estate Index Fund 11.7 45 4 5.9 +0.5
SRVR Pacer Data & Infrastructure Real Estate ETF 11.7 55 -6 1.9 -3.6
JRE Janus Henderson U.S. Real Estate ETF 10.9 65 -16 5.5 +0.1
FAN First Trust Global Wind Energy ETF 10.8 60 -11 5.0 -0.4
CLNR IQ Cleaner Transport ETF 10.3 45 4 6.9 +1.4
SMOG VanEck Low Carbon Energy ETF 10.1 61 -12 2.3 -3.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 10.0 65 -16 4.8 -0.6
RITA ETFB Green SRI REITs ETF 9.9 50 -1 4.9 -0.5
DTCR Global X Data Center & Digital Infrastructure ETF 9.8 50 -1 4.1 -1.4
RDOG ALPS REIT Dividend Dogs ETF 9.7 35 14 16.2 +10.8
SDG iShares MSCI Global Sustainable Development Goals ETF 9.6 49 0 5.4 -0.1
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 9.3 41 8 7.4 +2.0
DIVL Madison Dividend Value ETF 9.2 65 -16 5.5 +0.1
TMFG Motley Fool Global Opportunities ETF 9.2 85 -36 3.3 -2.2
UTES Virtus Reaves Utilities ETF 9.2 49 0 4.2 -1.2
RSPU Invesco S&P 500 Equal Weight Utilities ETF 9.0 40 9 5.4 -0.1
REZ iShares Residential and Multisector Real Estate ETF 9.0 48 1 5.3 -0.1
CGW Invesco S&P Global Water Index ETF 8.8 57 -8 4.4 -1.0
PIO Invesco Global Water ETF 8.8 75 -26 5.2 -0.3
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 8.6 79 -30 4.8 -0.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 8.6 58 -9 4.5 -0.9
XLU Utilities Select Sector SPDR Fund 8.4 9 40 5.2 -0.2
FUTY Fidelity MSCI Utilities Index ETF 8.3 8 41 5.3 -0.1
VPU Vanguard Utilities ETF 8.3 10 39 5.3 -0.1
IDU iShares U.S. Utilities ETF 8.2 40 9 4.8 -0.7
EFRA iShares Environmental Infrastructure and Industrials ETF 8.1 47 2 5.3 -0.2
REAI Intelligent Real Estate ETF 7.6 59 -10 6.9 +1.5
CID VictoryShares International High Div Volatility Wtd ETF 7.5 45 4 9.2 +3.7
IPAV Global X Infrastructure Development ex-U.S. ETF 7.2 55 -6 9.7 +4.3
CGDG Capital Group Dividend Growers ETF 7.1 47 2 6.6 +1.1
NUDV Nuveen ESG Dividend ETF 7.0 26 23 7.0 +1.5
AQWA Global X Clean Water ETF 6.9 50 -1 4.2 -1.3
IWTR iShares MSCI Water Management Multisector ETF 6.9 47 2 4.9 -0.5
PBD Invesco Global Clean Energy ETF 6.8 75 -26 -4.7 -10.1
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 6.8 55 -6 3.1 -2.4
ICAP InfraCap Equity Income Fund ETF 6.8 171 -122 6.1 +0.6
NXTG First Trust Indxx NextG ETF 6.5 70 -21 6.8 +1.4
DTH WisdomTree International High Dividend Fund 6.5 58 -9 10.1 +4.7
KNCT Invesco Next Gen Connectivity ETF 6.4 40 9 5.5 +0.0
LVHI Franklin International Low Volatility High Dividend Index ET 6.4 40 9 10.1 +4.6
DWX SPDR S&P International Dividend ETF 6.3 45 4 6.5 +1.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.3 10 39 4.5 -0.9
FTC First Trust Large Cap Growth AlphaDEX Fund 6.1 59 -10 2.7 -2.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.1 10 39 4.4 -1.0
IFGL iShares International Developed Real Estate ETF 6.1 48 1 6.6 +1.2
IRET iREIT - MarketVector Quality REIT Index ETF 6.1 60 -11 6.1 +0.6
EVUS iShares ESG Aware MSCI USA Value ETF 6.0 18 31 6.4 +0.9
HAP VanEck Natural Resources ETF 6.0 50 -1 9.8 +4.4
JAVA JPMorgan Active Value ETF 6.0 44 5 5.9 +0.4
EZU iShares MSCI Eurozone ETF 5.9 52 -3 6.4 +1.0
PUI Invesco Dorsey Wright Utilities Momentum ETF 5.9 60 -11 5.6 +0.2
AGNG Global X Aging Population ETF 5.8 50 -1 4.0 -1.5
WWJD Inspire International ETF 5.8 80 -31 7.1 +1.7
JEPI JPMorgan Equity Premium Income ETF 5.7 35 14 5.1 -0.4
DIVG Invesco S&P 500 High Dividend Growers ETF 5.6 39 10 7.1 +1.6
JGLO JPMorgan Global Select Equity ETF 5.6 33 16 4.4 -1.0
SPRE SP Funds S&P Global REIT Sharia ETF 5.6 55 -6 4.6 -0.8
IDAT iShares Future Cloud 5G and Tech ETF 5.6 47 2 4.1 -1.3
BNE Blue Horizon BNE ETF 5.6 87 -38 4.5 -0.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 5.4 45 4 6.3 +0.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.3 20 29 6.3 +0.9
NUMV Nuveen ESG Mid-Cap Value ETF 5.3 31 18 6.7 +1.3
VOE Vanguard Mid-Cap Value ETF 5.3 7 42 6.9 +1.5
EWP iShares MSCI Spain ETF 5.3 50 -1 8.1 +2.7
GBUY Goldman Sachs Future Consumer Equity ETF 5.3 75 -26 3.3 -2.1
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 5.3 10 39 7.5 +2.1
FXU First Trust Utilities AlphaDEX Fund 5.2 64 -15 5.2 -0.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.1 55 -6 4.2 -1.3
IDOG ALPS International Sector Dividend Dogs ETF 5.1 50 -1 12.5 +7.1
BLES Inspire Global Hope ETF 5.1 61 -12 6.4 +1.0
SUPL ProShares Supply Chain Logistics ETF 5.1 58 -9 14.5 +9.0
SHPP Pacer Industrials and Logistics ETF 5.1 60 -11 10.0 +4.6
FRNW Fidelity Clean Energy ETF 5.1 39 10 2.5 -3.0
SNPV Xtrackers S&P 500 Value ESG ETF 5.1 15 34 6.4 +1.0
ECLN First Trust EIP Carbon Impact ETF 5.0 96 -47 4.4 -1.0
IGRO iShares International Dividend Growth ETF 5.0 15 34 8.0 +2.5
VNQI Vanguard Global ex-U.S. Real Estate ETF 5.0 12 37 7.9 +2.5
FLEU Franklin FTSE Eurozone ETF 5.0 9 40 7.0 +1.6
IDV iShares International Select Dividend ETF 5.0 51 -2 12.2 +6.8
EFV iShares MSCI EAFE Value ETF 5.0 34 15 9.7 +4.3
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 4.9 80 -31 5.7 +0.3
TOLL Tema Monopolies and Oligopolies ETF 4.9 75 -26 2.9 -2.5
ICLN iShares Global Clean Energy ETF 4.9 41 8 5.2 -0.2
RJMG FT Raymond James Multicap Growth Equity ETF 4.9 85 -36 2.7 -2.7
FDVV Fidelity High Dividend ETF 4.9 15 34 8.7 +3.3
IDLV Invesco S&P International Developed Low Volatility ETF 4.9 25 24 6.0 +0.6
EBLU Ecofin Global Water ESG Fund 4.8 40 9 5.0 -0.5
FCLD Fidelity Cloud Computing ETF 4.8 39 10 3.3 -2.1
NTZG Nuveen Global Net Zero Transition ETF 4.6 56 -7 4.8 -0.6
PTL Inspire 500 ETF 4.6 9 40 5.7 +0.2
DOL WisdomTree International LargeCap Dividend Fund 4.6 48 1 7.8 +2.4
NULV Nuveen ESG Large-Cap Value ETF 4.6 26 23 6.7 +1.2
VO Vanguard Mid-Cap ETF 4.5 4 45 5.5 +0.1
FMET Fidelity Metaverse ETF 4.5 39 10 5.4 -0.1
EQIN Columbia US Equity Income ETF 4.5 35 14 8.4 +3.0
TPHD Timothy Plan High Dividend Stock ETF 4.5 52 -3 6.0 +0.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.5 54 -5 6.0 +0.6
FIDI Fidelity International High Dividend ETF 4.4 18 31 11.0 +5.6
XT iShares Exponential Technologies ETF 4.4 46 3 4.8 -0.6
FDCF Fidelity Disruptive Communications ETF 4.4 50 -1 2.6 -2.8
RNRG Global X Renewable Energy Producers ETF 4.3 66 -17 5.0 -0.4
SPDV AAM S&P 500 High Dividend Value ETF 4.3 29 20 9.7 +4.3
EWU iShares MSCI United Kingdom ETF 4.3 50 -1 8.2 +2.8
VOOV Vanguard S&P 500 Value ETF 4.3 10 39 6.3 +0.9
IVE iShares S&P 500 Value ETF 4.3 18 31 6.3 +0.8
SPYV SPDR Portfolio S&P 500 Value ETF 4.3 4 45 6.4 +1.0
SPMV Invesco S&P 500 Minimum Variance ETF 4.3 10 39 5.3 -0.1
REVS Columbia Research Enhanced Value ETF 4.2 19 30 7.4 +2.0
STXD Strive 1000 Dividend Growth ETF 4.2 35 14 5.0 -0.4
SCHV Schwab U.S. Large-Cap Value ETF 4.2 4 45 6.5 +1.1
ERTH Invesco MSCI Sustainable Future ETF 4.2 62 -13 3.7 -1.8
EFAS Global X MSCI SuperDividend EAFE ETF 4.2 57 -8 10.8 +5.4
MTUM iShares MSCI USA Momentum Factor ETF 4.2 15 34 4.0 -1.4
IEV iShares Europe ETF 4.2 67 -18 6.4 +0.9
DEW WisdomTree Global High Dividend Fund 4.2 58 -9 8.6 +3.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 4.1 12 37 5.2 -0.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.1 56 -7 5.9 +0.5
AGQI First Trust Active Global Quality Income ETF 4.1 85 -36 6.4 +1.0
HOMZ Hoya Capital Housing ETF 4.1 30 19 6.9 +1.5
IUSV iShares Core S&P US Value ETF 4.1 4 45 6.5 +1.0
BGIG Bahl & Gaynor Income Growth ETF 4.0 45 4 4.8 -0.6
BBEU JPMorgan BetaBuilders Europe ETF 4.0 9 40 6.8 +1.4
GURU Global X Guru Index ETF 4.0 75 -26 1.7 -3.7
SXUS Janus Henderson International Sustainable Equity ETF 4.0 60 -11 4.2 -1.3
DIVI Franklin International Core Dividend Tilt Index ETF 4.0 9 40 8.1 +2.7
IEUR iShares Core MSCI Europe ETF 4.0 11 38 6.8 +1.4
IGPT Invesco AI and Next Gen Software ETF 4.0 60 -11 3.8 -1.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.9 12 37 4.8 -0.7
EIPI FT Energy Income Partners Enhanced Income ETF 3.9 110 -61 5.4 -0.0
DEMZ Democratic Large Cap Core ETF 3.9 45 4 4.1 -1.3
EUDV ProShares MSCI Europe Dividend Growers ETF 3.9 55 -6 5.2 -0.3
BIBL Inspire 100 ETF 3.9 35 14 5.1 -0.4
FLGB Franklin FTSE United Kingdom ETF 3.9 9 40 7.8 +2.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 3.9 46 3 6.2 +0.8
DVY iShares Select Dividend ETF 3.9 38 11 8.2 +2.8
GVUS Marketbeta Russell 1000 Value Equity ETF 3.9 12 37 6.2 +0.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.9 25 24 5.2 -0.2
FLEE Franklin FTSE Europe ETF 3.9 9 40 6.9 +1.5
CGDV Capital Group Dividend Value ETF 3.9 33 16 5.4 +0.0
ALTL Pacer Lunt Large Cap Alternator ETF 3.8 60 -11 4.9 -0.5
SPLV Invesco S&P 500 Low Volatility ETF 3.8 25 24 5.2 -0.3
IWS iShares Russell Mid-Cap Value ETF 3.8 23 26 6.4 +1.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 3.8 7 42 8.8 +3.4
YLDE ClearBridge Dividend Strategy ESG ETF 3.8 60 -11 5.0 -0.5
ETEC iShares Breakthrough Environmental Solutions ETF 3.8 47 2 8.1 +2.7
SPEU SPDR Portfolio Europe ETF 3.8 7 42 6.8 +1.4
DGT SPDR Global Dow ETF 3.7 50 -1 7.0 +1.6
VONV Vanguard Russell 1000 Value ETF 3.7 8 41 6.3 +0.9
IWD iShares Russell 1000 Value ETF 3.7 19 30 6.2 +0.7
VGK Vanguard FTSE Europe ETF 3.7 11 38 6.9 +1.4
LRGE ClearBridge Large Cap Growth ESG ETF 3.7 59 -10 3.4 -2.0
VTV Vanguard Value ETF 3.7 4 45 6.5 +1.1
JIRE JPMorgan International Research Enhanced Equity ETF 3.7 24 25 7.0 +1.6
FIW First Trust Water ETF 3.7 53 -4 4.8 -0.7
PHO Invesco Water Resources ETF 3.7 60 -11 4.7 -0.8
EWG iShares MSCI Germany ETF 3.7 50 -1 6.3 +0.8
IQIN IQ 500 International ETF 3.7 25 24 9.3 +3.8
DWM WisdomTree International Equity Fund 3.7 48 1 7.9 +2.5
LRGC AB US Large Cap Strategic Equities ETF 3.7 48 1 4.6 -0.9
GDVD R3 Global Dividend Growth ETF 3.6 88 -39 5.4 0.0
TPIF Timothy Plan International ETF 3.6 62 -13 6.9 +1.5
VOT Vanguard Mid-Cap Growth ETF 3.6 7 42 3.7 -1.7
EXI iShares Global Industrials ETF 3.6 42 7 4.6 -0.8
ESGU iShares ESG Aware MSCI USA ETF 3.6 15 34 5.0 -0.4
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 3.6 40 9 7.9 +2.5
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 3.6 12 37 6.0 +0.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.6 18 31 5.6 +0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.6 64 -15 2.1 -3.3
EWI iShares MSCI Italy ETF 3.6 50 -1 7.9 +2.5
XLI Industrial Select Sector SPDR Fund 3.6 9 40 4.3 -1.1
AHOY Newday Ocean Health ETF 3.6 75 -26 6.4 +1.0
IQSI IQ Candriam International Equity ETF 3.6 15 34 6.6 +1.2
FLGR Franklin FTSE Germany ETF 3.6 9 40 6.9 +1.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.5 9 40 5.8 +0.4
IFRA iShares U.S. Infrastructure ETF 3.5 30 19 6.2 +0.8
NULC Nuveen ESG Large-Cap ETF 3.5 21 28 5.3 -0.2
IWX iShares Russell Top 200 Value ETF 3.5 20 29 6.0 +0.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 3.5 45 4 9.0 +3.6
FIDU Fidelity MSCI Industrial Index ETF 3.5 8 41 4.6 -0.9
CCNR ALPS CoreCommodity Natural Resources ETF 3.5 39 10 11.2 +5.8
RSP Invesco S&P 500 Equal Weight ETF 3.5 20 29 6.1 +0.7
MBCC Monarch Blue Chips Core ETF 3.5 125 -76 3.4 -2.1
DAX Global X DAX Germany ETF 3.4 21 28 6.8 +1.4
NLR VanEck Uranium+Nuclear Energy ETF 3.4 61 -12 2.6 -2.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.4 65 -16 1.3 -4.2
VWID Virtus WMC International Dividend ETF 3.4 49 0 9.5 +4.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.4 35 14 7.7 +2.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 3.4 45 4 -0.3 -5.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.4 18 31 7.2 +1.8
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 3.4 9 40 9.8 +4.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.4 38 11 7.7 +2.3
RWX SPDR Dow Jones International Real Estate ETF 3.4 59 -10 7.2 +1.8
HAUS Residential REIT ETF 3.3 60 -11 5.0 -0.5
USXF iShares ESG Advanced MSCI USA ETF 3.3 10 39 5.0 -0.5
SIMS SPDR S&P Kensho Intelligent Structures ETF 3.3 45 4 -6.9 -12.4
SPXT ProShares S&P 500 Ex-Technology ETF 3.3 9 40 5.4 -0.1
CNRG SPDR S&P Kensho Clean Power ETF 3.3 45 4 2.9 -2.5
DIVZ TrueShares Low Volatility Equity Income ETF 3.3 65 -16 7.3 +1.9
WNDY Global X Wind Energy ETF 3.3 50 -1 5.6 +0.2
DVND Touchstone Dividend Select ETF 3.3 67 -18 5.6 +0.2
IMCV iShares Morningstar Mid-Cap Value ETF 3.3 6 43 7.6 +2.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 3.2 14 35 6.2 +0.7
VIS Vanguard Industrials ETF 3.2 10 39 4.3 -1.2
IVAL Alpha Architect International Quantitative Value ETF 3.2 49 0 11.5 +6.1
STXV Strive 1000 Value ETF 3.2 18 31 7.6 +2.2
GCOW Pacer Global Cash Cows Dividend ETF 3.2 60 -11 13.3 +7.9
ILCV iShares Morningstar Value ETF 3.2 4 45 6.2 +0.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.2 9 40 5.0 -0.4
SIZE iShares MSCI USA Size Factor ETF 3.2 15 34 5.7 +0.3
OEUR ALPS O'Shares Europe Quality Dividend ETF 3.2 48 1 5.4 -0.0
INDS Pacer Industrial Real Estate ETF 3.2 55 -6 5.5 +0.0
FEX First Trust Large Cap Core AlphaDEX Fund 3.2 59 -10 5.7 +0.2
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 3.1 20 29 6.8 +1.4
MGV Vanguard Mega Cap Value ETF 3.1 7 42 6.3 +0.9
DSI iShares MSCI KLD 400 Social ETF 3.1 25 24 5.1 -0.4
BLDG Cambria Global Real Estate ETF 3.1 60 -11 12.6 +7.2
SHRY First Trust Bloomberg Shareholder Yield ETF 3.1 60 -11 6.8 +1.4
SUSL iShares ESG MSCI USA Leaders ETF 3.1 10 39 5.2 -0.3
DLN WisdomTree U.S. LargeCap Dividend Fund 3.1 28 21 5.7 +0.3
EWQ iShares MSCI France ETF 3.1 53 -4 6.0 +0.6
EFA iShares MSCI EAFE ETF 3.1 35 14 7.2 +1.7
ESGD iShares ESG Aware MSCI EAFE ETF 3.1 20 29 7.3 +1.9
YALL God Bless America ETF 3.1 65 -16 3.6 -1.8
EUSA iShares MSCI USA Equal Weighted ETF 3.1 9 40 5.8 +0.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.1 10 39 5.1 -0.3
TXS Texas Capital Texas Equity Index ETF 3.1 49 0 5.1 -0.3
XDAT Franklin Exponential Data ETF 3.1 50 -1 2.8 -2.6
EFAD ProShares MSCI EAFE Dividend Growers ETF 3.1 50 -1 5.3 -0.1
FIVA Fidelity International Value Factor ETF 3.0 18 31 10.3 +4.9
CIL VictoryShares International Volatility Wtd ETF 3.0 45 4 7.0 +1.6
KLMT Invesco MSCI Global Climate 500 ETF 3.0 10 39 5.4 -0.0
ULVM VictoryShares US Value Momentum ETF 3.0 20 29 7.2 +1.7
FIVG Defiance Next Gen Connectivity ETF 3.0 30 19 5.8 +0.4
FDMO Fidelity Momentum Factor ETF 3.0 15 34 4.1 -1.4
DTEC ALPS Disruptive Technologies ETF 3.0 50 -1 3.8 -1.6
IMCB iShares Morningstar Mid-Cap ETF 3.0 4 45 5.9 +0.5
VYMI Vanguard International High Dividend Yield ETF 3.0 22 27 9.9 +4.4
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 3.0 51 -2 7.0 +1.6
IWR iShares Russell Midcap ETF 3.0 19 30 5.6 +0.2
JHMD John Hancock Multifactor Developed International ETF 2.9 39 10 7.8 +2.4
IQLT iShares MSCI Intl Quality Factor ETF 2.9 30 19 6.1 +0.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.9 46 3 9.3 +3.8
VRAI Virtus Real Asset Income ETF 2.9 55 -6 7.8 +2.4
SIXG Defiance Connective Technologies ETF 2.9 30 19 5.1 -0.3
CGIE Capital Group International Equity ETF 2.9 54 -5 4.8 -0.6
IMTM iShares MSCI Intl Momentum Factor ETF 2.9 30 19 7.4 +1.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.9 20 29 4.9 -0.6
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 2.9 32 17 6.0 +0.6
PFM Invesco Dividend Achievers ETF 2.9 53 -4 5.3 -0.2
EATV VegTech Plant-based Innovation & Climate ETF 2.9 75 -26 2.2 -3.2
RECS Columbia Research Enhanced Core ETF 2.8 15 34 5.5 +0.1
SCHF Schwab International Equity ETF 2.8 6 43 7.6 +2.2
CLOU Global X Cloud Computing ETF 2.8 68 -19 2.0 -3.4
SSPY Syntax Stratified LargeCap ETF 2.8 30 19 6.3 +0.9
PRAY FIS Christian Stock Fund 2.8 69 -20 5.7 +0.3
CEFA Global X S&P Catholic Values Developed ex-US ETF 2.8 35 14 6.8 +1.4
IEFA iShares Core MSCI EAFE ETF 2.8 7 42 7.4 +2.0
NETZ TCW Transform Systems ETF 2.8 75 -26 3.6 -1.8
FTXR First Trust Nasdaq Transportation ETF 2.8 60 -11 7.3 +1.9
IYT iShares US Transportation ETF 2.8 40 9 2.1 -3.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 2.8 36 13 6.5 +1.1
EQWL Invesco S&P 100 Equal Weight ETF 2.8 25 24 6.3 +0.9
FBCV Fidelity Blue Chip Value ETF 2.8 59 -10 7.0 +1.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.8 50 -1 4.4 -1.0
HFXI IQ FTSE International Equity Currency Neutral ETF 2.8 20 29 7.0 +1.6
BKIE BNY Mellon International Equity ETF 2.8 4 45 7.1 +1.7
JPIN J.P. Morgan Diversified Return International Equity ETF 2.8 37 12 9.0 +3.6
EQAL Invesco Russell 1000 Equal Weight ETF 2.8 20 29 6.5 +1.0
NUDM Nuveen ESG International Developed Markets Equity ETF 2.8 31 18 6.7 +1.3
MODL VictoryShares WestEnd U.S. Sector ETF 2.8 42 7 4.7 -0.7
OSEA Harbor International Compounders ETF 2.8 55 -6 4.2 -1.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 2.7 24 25 8.8 +3.4
IDEV iShares Core MSCI International Developed Markets ETF 2.7 4 45 7.4 +2.0
EMLP First Trust North American Energy Infrastructure Fund 2.7 95 -46 4.8 -0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.7 14 35 5.0 -0.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.7 52 -3 5.2 -0.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.7 70 -21 4.5 -0.9
GSID Goldman Sachs MarketBeta International Equity ETF 2.7 20 29 7.0 +1.5
EQUL IQ Engender Equality ETF 2.7 45 4 5.7 +0.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.7 15 34 4.9 -0.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.7 58 -9 5.1 -0.3
DWMF WisdomTree International Multifactor Fund 2.7 38 11 7.5 +2.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.7 60 -11 6.3 +0.9
FNDF Schwab Fundamental International Large Co. Index ETF 2.7 25 24 10.2 +4.8
SNPE Xtrackers S&P 500 ESG ETF 2.7 10 39 5.1 -0.4
NVIR Horizon Kinetics Energy and Remediation ETF 2.6 85 -36 1.9 -3.5
IYJ iShares U.S. Industrials ETF 2.6 40 9 4.7 -0.8
RIET Hoya Capital High Dividend Yield ETF 2.6 50 -1 11.8 +6.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.6 7 42 5.0 -0.4
VEA Vanguard FTSE Developed Markets ETF 2.6 5 44 7.3 +1.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.6 8 41 5.0 -0.4
SPDW SPDR Portfolio Developed World ex-US ETF 2.6 3 46 7.4 +2.0
CZA Invesco Zacks Mid-Cap ETF 2.6 72 -23 6.2 +0.8
TOK iShares MSCI Kokusai ETF 2.6 26 23 5.0 -0.4
WOMN Impact Shares YWCA Women's Empowerment ETF 2.6 75 -26 4.7 -0.8
DTD WisdomTree U.S. Total Dividend Fund 2.6 28 21 6.0 +0.6
PRF Invesco FTSE RAFI US 1000 ETF 2.5 39 10 6.9 +1.4
CACG ClearBridge All Cap Growth ESG ETF 2.5 54 -5 3.7 -1.7
DARP Grizzle Growth ETF 2.5 75 -26 3.2 -2.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 2.5 25 24 6.9 +1.5
KOKU Xtrackers MSCI Kokusai Equity ETF 2.5 9 40 5.2 -0.2
ACVF American Conservative Values ETF 2.5 75 -26 4.2 -1.2
IMCG iShares Morningstar Mid-Cap Growth ETF 2.5 6 43 4.2 -1.2
MDCP VictoryShares THB Mid Cap ESG ETF 2.5 55 -6 5.6 +0.1
FDLO Fidelity Low Volatility Factor ETF 2.5 15 34 5.2 -0.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.5 10 39 5.2 -0.2
URTH iShares MSCI World ETF 2.5 24 25 5.3 -0.1
FEZ SPDR EURO STOXX 50 ETF 2.5 29 20 6.6 +1.2
ESGG FlexShares STOXX Global ESG Select Index Fund 2.4 42 7 5.1 -0.3
SPXV ProShares S&P 500 Ex-Health Care ETF 2.4 9 40 4.7 -0.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 2.4 20 29 6.9 +1.5
XTN SPDR S&P Transportation ETF 2.4 35 14 2.2 -3.2
VEGN US Vegan Climate ETF 2.4 60 -11 4.5 -0.9
PY Principal Value ETF 2.4 15 34 7.1 +1.7
PAVE Global X U.S. Infrastructure Development ETF 2.4 47 2 5.4 -0.0
RSPN Invesco S&P 500 Equal Weight Industrials ETF 2.4 40 9 4.2 -1.2
FELV Fidelity Enhanced Large Cap Value ETF 2.4 18 31 6.5 +1.0
SPXE ProShares S&P 500 Ex-Energy ETF 2.4 9 40 4.9 -0.6
QDF FlexShares Quality Dividend Index Fund 2.4 37 12 4.2 -1.3
FLDZ RiverNorth Patriot ETF 2.4 75 -26 5.5 +0.1
EWK iShares MSCI Belgium ETF 2.4 50 -1 7.4 +2.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.4 20 29 5.3 -0.1
XVV iShares ESG Screened S&P 500 ETF 2.4 8 41 4.9 -0.5
CWI SPDR MSCI ACWI ex-US ETF 2.4 30 19 7.1 +1.6
JPEF JPMorgan Equity Focus ETF 2.4 50 -1 4.0 -1.5
NACP Impact Shares NAACP Minority Empowerment ETF 2.4 49 0 5.0 -0.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.3 20 29 4.8 -0.6
KBWY Invesco KBW Premium Yield Equity REIT ETF 2.3 35 14 16.0 +10.6
SRET Global X SuperDividend REIT ETF 2.3 59 -10 9.4 +4.0
DFAI Dimensional International Core Equity Market ETF 2.3 18 31 7.2 +1.8
RSHO Tema American Reshoring ETF 2.3 75 -26 3.5 -2.0
SUSA iShares MSCI USA ESG Select ETF 2.3 25 24 5.1 -0.3
DGRO iShares Core Dividend Growth ETF 2.3 8 41 6.3 +0.8
WTRE WisdomTree New Economy Real Estate Fund 2.3 58 -9 0.4 -5.0
CBSE Clough Select Equity ETF 2.3 85 -36 1.4 -4.1
RFEU First Trust Riverfront Dynamic Europe ETF 2.3 83 -34 10.8 +5.4
TMFM Motley Fool Mid-Cap Growth ETF 2.3 85 -36 3.2 -2.2
IVV iShares Core S&P 500 ETF 2.3 3 46 5.0 -0.4
VV Vanguard Large-Cap ETF 2.3 4 45 4.9 -0.5
SPY SPDR S&P 500 ETF Trust 2.3 9 40 5.0 -0.5
FIXT Procure Disaster Recovery Strategy ETF 2.3 75 -26 5.7 +0.3
ACWX iShares MSCI ACWI ex U.S. ETF 2.3 34 15 7.1 +1.7
SPLG SPDR Portfolio S&P 500 ETF 2.3 2 47 5.0 -0.4
VOO Vanguard S&P 500 ETF 2.3 3 46 5.0 -0.4
CGUS Capital Group Core Equity ETF 2.3 33 16 4.4 -1.0
BBCA JPMorgan BetaBuilders Canada ETF 2.3 19 30 6.7 +1.3
BKCI BNY Mellon Concentrated International ETF 2.3 80 -31 4.0 -1.4
FLCA Franklin FTSE Canada ETF 2.3 9 40 7.0 +1.6
EWC iShares MSCI Canada ETF 2.3 50 -1 6.7 +1.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.3 7 42 4.9 -0.5
ACWI iShares MSCI ACWI ETF 2.2 32 17 5.4 -0.0
STRV Strive 500 ETF 2.2 5 44 4.9 -0.5
PBUS Invesco MSCI USA ETF 2.2 4 45 5.0 -0.4
EWUS iShares MSCI United Kingdom Small Cap ETF 2.2 59 -10 5.4 -0.0
BKLC BNY Mellon US Large Cap Core Equity ETF 2.2 0 49 5.1 -0.4
ADME Aptus Drawdown Managed Equity ETF 2.2 79 -30 4.1 -1.4
CATH Global X S&P 500 Catholic Values Custom ETF 2.2 29 20 4.9 -0.5
ILCB iShares Morningstar U.S. Equity ETF 2.2 3 46 5.0 -0.5
JHML John Hancock Multifactor Large Cap ETF 2.2 29 20 5.3 -0.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.2 2 47 5.0 -0.4
GXUS Goldman Sachs MarketBeta Total International Equity ETF 2.2 18 31 7.0 +1.6
VOTE TCW Transform 500 ETF 2.2 5 44 4.9 -0.5
FSST Fidelity Sustainable U.S. Equity ETF 2.2 59 -10 2.5 -2.9
FDWM Fidelity Women's Leadership ETF 2.2 59 -10 4.6 -0.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 2.2 39 10 7.7 +2.2
ACES ALPS Clean Energy ETF 2.2 55 -6 -4.1 -9.5
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 2.2 58 -9 -2.9 -8.4
SCHX Schwab U.S. Large-Cap ETF 2.2 3 46 5.1 -0.3
IWB iShares Russell 1000 ETF 2.2 15 34 4.9 -0.5
VONE Vanguard Russell 1000 ETF 2.2 8 41 4.9 -0.5
VNSE Natixis Vaughan Nelson Select ETF 2.2 80 -31 3.2 -2.2
ICOW Pacer Developed Markets International Cash Cows 100 ETF 2.1 65 -16 13.2 +7.8
VYM Vanguard High Dividend Yield Index ETF 2.1 6 43 6.8 +1.4
VLU SPDR S&P 1500 Value Tilt ETF 2.1 12 37 6.8 +1.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.1 3 46 5.1 -0.3
VEU Vanguard FTSE All-World ex-US Index Fund 2.1 8 41 7.2 +1.8
IYY iShares Dow Jones U.S. ETF 2.1 20 29 4.8 -0.6
FDRR Fidelity Dividend ETF for Rising Rates 2.1 15 34 7.3 +1.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 2.1 41 8 7.2 +1.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.1 11 38 5.0 -0.5
RVRB Reverb ETF 2.1 30 19 4.7 -0.8
TMFC Motley Fool 100 Index ETF 2.1 50 -1 3.7 -1.7
FUNL CornerCap Fundametrics Large-Cap ETF 2.1 50 -1 6.7 +1.3
SCHK Schwab 1000 Index ETF 2.1 5 44 5.1 -0.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.1 40 9 3.9 -1.5
VTI Vanguard Total Stock Market ETF 2.1 3 46 4.8 -0.6
GDIV Harbor Dividend Growth Leaders ETF 2.1 50 -1 5.7 +0.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.1 60 -11 8.6 +3.2
VTHR Vanguard Russell 3000 ETF 2.1 10 39 4.8 -0.7
IWV iShares Russell 3000 ETF 2.1 20 29 4.7 -0.7
RFFC ALPS Active Equity Opportunity ETF 2.1 48 1 4.0 -1.4
MAGA Point Bridge America First ETF 2.1 72 -23 5.7 +0.3
SCHB Schwab U.S. Broad Market ETF 2.1 3 46 5.0 -0.4
IXUS iShares Core MSCI Total International Stock ETF 2.0 7 42 7.3 +1.9
VT Vanguard Total World Stock ETF 2.0 7 42 5.6 +0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 46 4.8 -0.6
FQAL Fidelity Quality Factor ETF 2.0 15 34 5.7 +0.3
WTV WisdomTree US Value Fund of Benef Interest 2.0 12 37 8.9 +3.5
FENI Fidelity Enhanced International ETF 2.0 28 21 8.1 +2.7
TIME Clockwise Core Equity & Innovation ETF 2.0 95 -46 1.9 -3.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.0 65 -16 2.9 -2.5
VXUS Vanguard Total International Stock ETF 2.0 7 42 7.1 +1.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.0 60 -11 4.1 -1.3
FNDX Schwab Fundamental US Large Co. Index ETF 2.0 25 24 6.9 +1.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.0 9 40 5.5 +0.1
VIG Vanguard Dividend Appreciation ETF 2.0 6 43 5.5 +0.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.9 65 -16 8.9 +3.5
BWEB Bitwise Web3 ETF 1.9 85 -36 0.9 -4.5
JIG JPMorgan International Growth ETF 1.9 55 -6 4.6 -0.8
FVD First Trust Value Line Dividend Index Fund 1.9 65 -16 6.2 +0.8
KRMA Global X Conscious Companies ETF 1.9 43 6 5.7 +0.2
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 4 4.8 -0.6
WLDR Affinity World Leaders Equity ETF 1.9 67 -18 8.2 +2.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.9 15 34 4.7 -0.7
MVPS Amplify Thematic All-Stars ETF 1.9 49 0 3.0 -2.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.9 32 17 4.9 -0.6
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -26 5.3 -0.2
OBOR KraneShares MSCI One Belt One Road Index ETF 1.9 79 -30 10.1 +4.7
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 9 5.4 -0.0
DIVB iShares Core Dividend ETF 1.9 5 44 7.5 +2.0
AFTY Pacer CSOP FTSE China A50 ETF 1.9 70 -21 8.5 +3.1
DMDV AAM S&P Developed Markets High Dividend Value ETF 1.9 39 10 12.1 +6.7
QLV FlexShares US Quality Low Volatility Index Fund 1.9 22 27 3.7 -1.7
APUE ActivePassive U.S. Equity ETF 1.9 45 4 4.8 -0.6
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 1.9 55 -6 8.0 +2.5
FTDS First Trust Dividend Strength ETF 1.9 70 -21 8.0 +2.6
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.9 80 -31 3.4 -2.0
IWL iShares Russell Top 200 ETF 1.9 15 34 4.7 -0.7
FNDB Schwab Fundamental US Broad Market Index ETF 1.9 25 24 6.9 +1.5
TAN Invesco Solar ETF 1.9 67 -18 10.2 +4.8
IDHQ Invesco S&P International Developed High Quality ETF 1.9 29 20 6.2 +0.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.9 39 10 7.5 +2.1
HAPY Harbor Human Capital Factor Unconstrained ETF 1.9 50 -1 4.5 -0.9
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 38 4.8 -0.6
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.8 42 7 7.9 +2.5
MGC Vanguard Mega Cap ETF 1.8 7 42 4.8 -0.6
KGRN KraneShares MSCI China Clean Technology Index ETF 1.8 79 -30 5.9 +0.4
CHGX AXS Change Finance ESG ETF 1.8 49 0 5.2 -0.2
FLBR Franklin FTSE Brazil ETF 1.8 19 30 13.9 +8.5
DMXF iShares ESG Advanced MSCI EAFE ETF 1.8 12 37 5.8 +0.4
ESGV Vanguard ESG U.S. Stock ETF 1.8 9 40 4.8 -0.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.8 15 34 6.7 +1.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.7 24 25 7.5 +2.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.7 70 -21 2.9 -2.6
UIVM VictoryShares International Value Momentum ETF 1.7 35 14 11.1 +5.7
DHS WisdomTree U.S. High Dividend Fund 1.7 38 11 7.8 +2.4
CFA VictoryShares US 500 Volatility Wtd ETF 1.7 35 14 5.7 +0.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.7 40 9 5.6 +0.2
FEUZ First Trust Eurozone AlphaDEX ETF 1.7 80 -31 4.5 -0.9
STXG Strive 1000 Growth ETF 1.7 18 31 4.0 -1.4
DFIC Dimensional International Core Equity 2 ETF 1.7 23 26 7.6 +2.2
ZECP Zacks Earnings Consistent Portfolio ETF 1.7 55 -6 4.7 -0.7
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 29 7.6 +2.2
QUVU Hartford Quality Value ETF 1.7 46 3 6.6 +1.2
DUHP Dimensional US High Profitability ETF 1.7 21 28 6.5 +1.1
AVDE Avantis International Equity ETF 1.7 23 26 8.1 +2.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.7 35 14 5.7 +0.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.6 70 -21 3.4 -2.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 24 5.3 -0.1
CRTC Xtrackers US National Critical Technologies ETF 1.6 35 14 5.1 -0.3
SFY SoFi Select 500 ETF 1.6 0 49 4.5 -0.9
AIEQ AI Powered Equity ETF 1.6 75 -26 5.4 -0.1
JSTC Adasina Social Justice All Cap Global ETF 1.6 89 -40 5.2 -0.2
DIM WisdomTree International MidCap Dividend Fund 1.6 58 -9 7.8 +2.3
FELC Fidelity Enhanced Large Cap Core ETF 1.6 18 31 5.3 -0.1
HART IQ Healthy Hearts ETF 1.6 45 4 4.8 -0.7
DFSI Dimensional International Sustainability Core 1 ETF 1.6 24 25 6.3 +0.9
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.6 30 19 7.5 +2.1
FID First Trust S&P International Dividend Aristocrats ETF 1.6 60 -11 8.9 +3.5
JHMM John Hancock Multifactor Mid Cap ETF 1.6 42 7 6.2 +0.8
INTF iShares International Equity Factor ETF 1.6 15 34 8.4 +3.0
VIGI Vanguard International Dividend Appreciation ETF 1.5 15 34 6.5 +1.1
IVLU iShares MSCI Intl Value Factor ETF 1.5 30 19 11.8 +6.4
GDEF Goldman Sachs Defensive Equity ETF 1.5 55 -6 4.7 -0.8
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 14 6.6 +1.2
EDEN iShares MSCI Denmark ETF 1.5 53 -4 6.6 +1.2
IQDE FlexShares International Quality Dividend Defensive Index ET 1.5 47 2 14.5 +9.1
PID Invesco International Dividend Achievers ETF 1.5 53 -4 7.0 +1.6
DGRW WisdomTree US Quality Dividend Growth Fund 1.5 28 21 5.9 +0.5
JMOM JPMorgan U.S. Momentum Factor ETF 1.5 12 37 4.5 -0.9
FBZ First Trust Brazil AlphaDEX Fund 1.5 80 -31 13.8 +8.4
FLN First Trust Latin America AlphaDEX Fund 1.5 80 -31 10.3 +4.9
EWZ iShares MSCI Brazil ETF 1.5 58 -9 11.0 +5.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.5 52 -3 5.6 +0.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 1.5 25 24 7.3 +1.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.5 38 11 5.9 +0.4
QUAL iShares MSCI USA Quality Factor ETF 1.4 15 34 5.2 -0.2
FVAL Fidelity Value Factor ETF 1.4 15 34 7.0 +1.6
EMIF iShares Emerging Markets Infrastructure ETF 1.4 60 -11 5.5 +0.1
DIHP Dimensional International High Profitability ETF 1.4 29 20 7.6 +2.2
FTRI First Trust Indxx Global Natural Resources Income ETF 1.4 70 -21 9.6 +4.2
CUT Invesco MSCI Global Timber ETF 1.4 61 -12 8.7 +3.3
WOOD iShares Global Timber & Forestry ETF 1.4 42 7 10.3 +4.9
NANR SPDR S&P North American Natural Resources ETF 1.4 35 14 7.4 +1.9
ETHO Etho Climate Leadership U.S. ETF 1.4 47 2 3.5 -1.9
FKU First Trust United Kingdom AlphaDEX Fund 1.4 80 -31 8.4 +2.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.4 60 -11 6.3 +0.9
SDY SPDR S&P Dividend ETF 1.4 35 14 5.8 +0.4
NUSC Nuveen ESG Small-Cap ETF 1.4 31 18 5.1 -0.3
VSLU Applied Finance Valuation Large Cap ETF 1.4 49 0 5.5 +0.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 1.3 22 27 7.1 +1.7
RWL Invesco S&P 500 Revenue ETF 1.3 39 10 6.9 +1.5
MORT VanEck Mortgage REIT Income ETF 1.3 43 6 12.8 +7.4
FLLA Franklin FTSE Latin America ETF 1.3 19 30 13.4 +8.0
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 13 4.6 -0.9
AVLV Avantis U.S. Large Cap Value ETF 1.3 15 34 7.3 +1.8
BINV Brandes International ETF 1.3 70 -21 8.3 +2.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.3 60 -11 5.7 +0.3
SPXN ProShares S&P 500 Ex-Financials ETF 1.3 9 40 5.0 -0.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.3 45 4 4.6 -0.8
OALC OneAscent Large Cap Core ETF 1.3 86 -37 4.3 -1.1
RAFE PIMCO RAFI ESG U.S. ETF 1.3 29 20 7.1 +1.7
ONEY SPDR Russell 1000 Yield Focus ETF 1.3 20 29 9.4 +4.0
FLAU Franklin FTSE Australia ETF 1.3 9 40 5.5 +0.1
HKND Humankind US Stock ETF 1.3 11 38 7.0 +1.6
UMMA Wahed Dow Jones Islamic World ETF 1.3 65 -16 4.4 -1.0
IMFL Invesco International Developed Dynamic Multifactor ETF 1.3 34 15 5.7 +0.3
SURE AdvisorShares Insiders Advantage ETF 1.3 90 -41 9.4 +4.0
LCF Touchstone US Large Cap Focused ETF 1.3 69 -20 4.1 -1.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.3 60 -11 7.6 +2.2
FXH First Trust Health Care AlphaDEX Fund 1.3 62 -13 7.1 +1.7
PKW Invesco Buyback Achievers ETF 1.3 62 -13 6.6 +1.2
PTH Invesco Dorsey Wright Healthcare Momentum ETF 1.3 60 -11 -2.4 -7.8
RSPH Invesco S&P 500 Equal Weight Health Care ETF 1.3 40 9 7.7 +2.3
IHF iShares U.S. Healthcare Providers ETF 1.3 40 9 6.5 +1.1
IYH iShares U.S. Healthcare ETF 1.3 40 9 6.2 +0.7
XHS SPDR S&P Health Care Services ETF 1.3 35 14 5.9 +0.5
XLV Health Care Select Sector SPDR Fund 1.3 9 40 7.0 +1.5
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.3 52 -3 7.1 +1.7
DESK VanEck Office and Commercial REIT ETF 1.3 50 -1 9.3 +3.9
VHT Vanguard Health Care ETF 1.3 10 39 5.4 -0.1
WDIV SPDR S&P Global Dividend ETF 1.3 40 9 9.4 +4.0
GSPY Gotham Enhanced 500 ETF 1.3 50 -1 5.1 -0.3
WCEO Hypatia Women CEO ETF 1.3 85 -36 4.2 -1.2
OEF iShares S&P 100 ETF 1.2 20 29 4.8 -0.7
IEUS iShares MSCI Europe Small-Cap ETF 1.2 42 7 6.1 +0.7
JQUA JPMorgan U.S. Quality Factor ETF 1.2 12 37 5.8 +0.3
AIVI WisdomTree International AI Enhanced Value Fund 1.2 58 -9 8.3 +2.9
QLC FlexShares US Quality Large Cap Index Fund 1.2 25 24 5.4 -0.1
CVAR Cultivar ETF 1.2 87 -38 6.6 +1.1
HLAL Wahed FTSE USA Shariah ETF 1.2 50 -1 4.8 -0.6
SNPG Xtrackers S&P 500 Growth ESG ETF 1.2 15 34 4.7 -0.7
EPS WisdomTree U.S. LargeCap Fund 1.2 8 41 5.9 +0.5
GNR SPDR S&P Global Natural Resources ETF 1.2 40 9 9.6 +4.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.2 20 29 7.6 +2.2
BFGFX Baron Focused Growth Retail 1.2 75 -26 3.0 -2.4
SCHY Schwab International Dividend Equity ETF 1.2 14 35 9.2 +3.8
VLUE iShares MSCI USA Value Factor ETF 1.2 15 34 10.2 +4.8
EFG iShares MSCI EAFE Growth ETF 1.2 36 13 4.8 -0.6
QWLD SPDR MSCI World StrategicFactors ETF 1.2 30 19 6.1 +0.7
CCMG CCM Global Equity ETF 1.2 34 15 7.7 +2.2
XMLV Invesco S&P MidCap Low Volatility ETF 1.2 25 24 6.7 +1.3
VUG Vanguard Growth ETF 1.2 4 45 4.2 -1.3
SCZ iShares MSCI EAFE Small-Cap ETF 1.2 40 9 6.7 +1.3
VSGX Vanguard ESG International Stock ETF 1.2 12 37 6.7 +1.3
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.2 47 2 9.2 +3.7
SDIV Global X Superdividend ETF 1.1 58 -9 14.5 +9.1
DEUS Xtrackers Russell US Multifactor ETF 1.1 17 32 6.9 +1.5
GVAL Cambria Global Value ETF 1.1 68 -19 13.1 +7.7
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.1 30 19 7.9 +2.5
ILCG iShares Morningstar Growth ETF 1.1 4 45 4.0 -1.5
QINT American Century Quality Diversified International ETF 1.1 39 10 7.7 +2.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.1 75 -26 3.5 -2.0
VIRS Pacer BioThreat Strategy ETF 1.1 70 -21 5.9 +0.5
FHLC Fidelity MSCI Health Care Index ETF 1.1 8 41 5.6 +0.2
PSCF Invesco S&P SmallCap Financials ETF 1.1 29 20 8.9 +3.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.1 12 37 4.5 -0.9
BARAX Baron Asset Retail 1.1 75 -26 3.3 -2.1
CCSO Carbon Collective Climate Solutions US Equity ETF 1.1 35 14 2.0 -3.5
AFLG First Trust Active Factor Large Cap ETF 1.1 55 -6 5.9 +0.5
CGGR Capital Group Growth ETF 1.1 39 10 3.3 -2.1
FTHF First Trust Emerging Markets Human Flourishing ETF 1.1 75 -26 8.9 +3.5
JHDV John Hancock U.S. High Dividend ETF 1.1 34 15 6.1 +0.7
RAYC Rayliant Quantamental China Equity ETF 1.1 80 -31 8.1 +2.7
IXJ iShares Global Healthcare ETF 1.1 42 7 6.1 +0.7
HDV iShares Core High Dividend ETF 1.0 8 41 7.2 +1.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -26 6.9 +1.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.0 60 -11 6.9 +1.5
SHE SPDR MSCI USA Gender Diversity ETF 1.0 20 29 5.0 -0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.0 29 20 6.4 +1.0
MGK Vanguard Mega Cap Growth ETF 1.0 7 42 4.3 -1.1
ESIX SPDR S&P SmallCap 600 ESG ETF 1.0 12 37 7.7 +2.3
DFUS Dimensional U.S. Equity ETF 1.0 9 40 4.9 -0.5
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 1.0 65 -16 7.9 +2.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.0 49 0 6.9 +1.5
HEDJ WisdomTree Europe Hedged Equity Fund 1.0 58 -9 9.1 +3.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.0 12 37 4.5 -0.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.0 75 -26 3.0 -2.4
MOTI VanEck Morningstar International Moat ETF 1.0 58 -9 5.7 +0.3
CNYA iShares MSCI China A ETF 1.0 60 -11 8.0 +2.5
DFAU Dimensional US Core Equity Market ETF 1.0 12 37 5.1 -0.3
MEM Matthews Emerging Markets Equity Active ETF 1.0 79 -30 5.3 -0.1
IJS iShares S&P Small-Cap 600 Value ETF 0.9 18 31 7.6 +2.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.9 15 34 8.4 +3.0
ONEO SPDR Russell 1000 Momentum Focus ETF 0.9 20 29 6.9 +1.5
DCOR Dimensional US Core Equity 1 ETF 0.9 14 35 5.4 -0.1
DFE WisdomTree Europe SmallCap Dividend Fund 0.9 58 -9 10.5 +5.0
SLYV SPDR S&P 600 Small Cap Value ETF 0.9 15 34 7.7 +2.3
DFIV Dimensional International Value ETF 0.9 27 22 10.1 +4.7
VPL Vanguard FTSE Pacific ETF 0.9 8 41 7.8 +2.4
DLS WisdomTree International SmallCap Dividend Fund 0.9 58 -9 8.8 +3.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.9 60 -11 7.6 +2.2
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 9 6.8 +1.4
NUMG Nuveen ESG Mid-Cap Growth ETF 0.9 31 18 3.6 -1.8
ROE Astoria US Quality Kings ETF 0.9 49 0 7.2 +1.7
FTA First Trust Large Cap Value AlphaDEX Fund 0.9 59 -10 8.1 +2.7
AVUS Avantis U.S. Equity ETF 0.9 15 34 5.7 +0.3
SIXL ETC 6 Meridian Low Beta Equity ETF 0.9 80 -31 4.3 -1.1
GLOF iShares Global Equity Factor ETF 0.9 20 29 7.1 +1.6
INCE Franklin Income Equity Focus ETF 0.9 29 20 5.5 +0.1
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.9 58 -9 9.1 +3.7
IUS Invesco RAFI Strategic US ETF 0.9 19 30 6.9 +1.5
RNEW VanEck Green Infrastructure ETF 0.8 45 4 -1.5 -6.9
SNSR Global X Internet of Things ETF 0.8 68 -19 4.8 -0.7
PBW Invesco WilderHill Clean Energy ETF 0.8 66 -17 -12.2 -17.6
PSCT Invesco S&P SmallCap Information Technology ETF 0.8 29 20 4.9 -0.6
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 31 4.6 -0.9
SPHB Invesco S&P 500 High Beta ETF 0.8 25 24 3.5 -1.9
EWA iShares MSCI Australia ETF 0.8 50 -1 4.9 -0.5
SPMO Invesco S&P 500 Momentum ETF 0.8 13 36 3.9 -1.6
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.8 19 30 5.4 +0.0
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 20 4.9 -0.5
BUYZ Franklin Disruptive Commerce ETF 0.8 50 -1 1.9 -3.5
MBOX Freedom Day Dividend ETF 0.8 39 10 7.4 +2.0
VBK Vanguard Small-Cap Growth ETF 0.8 7 42 1.3 -4.1
IOO iShares Global 100 ETF 0.8 41 8 4.9 -0.6
IPAC iShares Core MSCI Pacific ETF 0.8 9 40 8.3 +2.9
BSCFX Baron Small Cap Retail 0.8 75 -26 3.3 -2.1
IWY iShares Russell Top 200 Growth ETF 0.8 20 29 4.6 -0.8
FNX First Trust Mid Cap Core AlphaDEX Fund 0.8 60 -11 7.1 +1.6
QUS SPDR MSCI USA StrategicFactors ETF 0.8 15 34 5.7 +0.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.8 60 -11 8.6 +3.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 32 4.9 -0.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.8 80 -31 5.9 +0.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.8 9 40 3.5 -2.0
SCJ iShares MSCI Japan Small-Cap ETF 0.8 50 -1 7.5 +2.1
EPP iShares MSCI Pacific ex-Japan ETF 0.8 47 2 5.0 -0.5
IVW iShares S&P 500 Growth ETF 0.8 18 31 4.5 -0.9
VOOG Vanguard S&P 500 Growth ETF 0.8 10 39 4.6 -0.8
EIPX FT Energy Income Partners Strategy ETF 0.8 95 -46 6.8 +1.3
SPYG SPDR Portfolio S&P 500 Growth ETF 0.8 4 45 4.6 -0.8
FELG Fidelity Enhanced Large Cap Growth ETF 0.8 18 31 4.6 -0.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.8 48 1 5.8 +0.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 40 5.4 0.0
FMDE Fidelity Enhanced Mid Cap ETF 0.8 23 26 6.2 +0.8
XJR iShares ESG Screened S&P Small-Cap ETF 0.8 12 37 7.2 +1.8
GINN Goldman Sachs Innovate Equity ETF 0.8 52 -3 2.8 -2.6
HLGE Hartford Longevity Economy ETF 0.8 44 5 5.9 +0.5
QDEF FlexShares Quality Dividend Defensive Index Fund 0.8 37 12 3.9 -1.5
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 45 4.7 -0.8
RFDI First Trust Riverfront Dynamic Developed International ETF 0.7 83 -34 10.2 +4.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.7 18 31 7.3 +1.9
IETC iShares U.S. Tech Independence Focused ETF 0.7 18 31 4.4 -1.0
LRGF iShares U.S. Equity Factor ETF 0.7 8 41 5.7 +0.3
AVIV Avantis International Large Cap Value ETF 0.7 25 24 9.1 +3.7
SMDY Syntax Stratified MidCap ETF 0.7 35 14 5.7 +0.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.7 50 -1 7.5 +2.0
DFVX Dimensional US Large Cap Vector ETF 0.7 22 27 6.1 +0.7
SCHM Schwab U.S. Mid-Cap ETF 0.7 4 45 6.1 +0.7
AVSU Avantis Responsible U.S. Equity ETF 0.7 15 34 6.1 +0.7
VFVA Vanguard U.S. Value Factor ETF 0.7 13 36 10.3 +4.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.7 39 10 6.1 +0.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 15 34 7.3 +1.9
MDYV SPDR S&P 400 Mid Cap Value ETF 0.7 15 34 7.3 +1.9
FLQL Franklin LibertyQ U.S. Equity ETF 0.7 15 34 5.8 +0.4
VFMF Vanguard U.S. Multifactor ETF 0.7 18 31 8.6 +3.2
IWF iShares Russell 1000 Growth ETF 0.7 19 30 4.5 -0.9
VONG Vanguard Russell 1000 Growth ETF 0.7 8 41 4.6 -0.9
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.7 58 -9 6.1 +0.7
ISCG iShares Morningstar Small-Cap Growth ETF 0.7 6 43 2.3 -3.1
USMF WisdomTree U.S. Multifactor Fund 0.7 28 21 7.2 +1.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.7 15 34 7.7 +2.3
DFAC Dimensional U.S. Core Equity 2 ETF 0.7 17 32 5.4 -0.0
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.7 72 -23 1.2 -4.2
LIT Global X Lithium & Battery Tech ETF 0.7 75 -26 10.7 +5.3
IBAT iShares Energy Storage & Materials ETF 0.7 47 2 3.4 -2.1
BATT Amplify Lithium & Battery Technology ETF 0.7 59 -10 0.3 -5.2
EV Mast Global Battery Recycling & Production ETF 0.7 65 -16 12.1 +6.7
BKSE BNY Mellon US Small Cap Core Equity ETF 0.7 4 45 4.9 -0.5
HDUS Hartford Disciplined US Equity ETF 0.7 19 30 6.0 +0.5
FFLC Fidelity Fundamental Large Cap Core ETF 0.7 38 11 4.7 -0.7
ACTV LeaderShares Activist Leaders ETF 0.7 75 -26 6.4 +1.0
IJR iShares Core S&P Small Cap ETF 0.7 6 43 6.8 +1.4
KRUZ Unusual Whales Subversive Republican Trading ETF 0.7 75 -26 5.5 +0.1
ROUS Hartford Multifactor US Equity ETF 0.7 19 30 6.6 +1.2
IWN iShares Russell 2000 Value ETF 0.6 24 25 5.0 -0.4
SPVM Invesco S&P 500 Value with Momentum ETF 0.6 39 10 8.1 +2.7
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 10 39 7.4 +2.0
VTWV Vanguard Russell 2000 Value ETF 0.6 15 34 5.1 -0.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 46 6.9 +1.5
FLCH Franklin FTSE China ETF 0.6 19 30 8.4 +2.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.6 15 34 6.9 +1.5
VB Vanguard Small-Cap ETF 0.6 5 44 5.0 -0.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 24 6.2 +0.8
RODE Hartford Multifactor Diversified International ETF 0.6 29 20 11.9 +6.5
ISCB iShares Morningstar Small-Cap ETF 0.6 4 45 4.9 -0.5
KALL KraneShares MSCI All China Index ETF 0.6 49 0 8.6 +3.2
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.6 32 17 6.0 +0.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.6 30 19 5.8 +0.3
AFMC First Trust Active Factor Mid Cap ETF 0.6 65 -16 7.1 +1.7
MCHI iShares MSCI China ETF 0.6 59 -10 7.9 +2.4
XLG Invesco S&P 500 Top 50 ETF 0.6 20 29 4.5 -1.0
ISMD Inspire Small/Mid Cap ETF 0.6 54 -5 5.5 +0.1
NUEM Nuveen ESG Emerging Markets Equity ETF 0.6 36 13 6.3 +0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.6 4 45 5.8 +0.4
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.6 80 -31 8.2 +2.8
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -13 4.1 -1.4
KOMP SPDR S&P Kensho New Economies Composite ETF 0.6 20 29 1.1 -4.4
EWZS iShares MSCI Brazil Small-Cap ETF 0.6 59 -10 10.7 +5.3
IDMO Invesco S&P International Developed Momentum ETF 0.6 25 24 5.8 +0.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 20 6.7 +1.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 11 7.1 +1.7
XJH iShares ESG Screened S&P Mid-Cap ETF 0.6 12 37 6.6 +1.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 24 7.4 +2.0
ESGE iShares ESG Aware MSCI EM ETF 0.5 25 24 7.0 +1.6
IXP iShares Global Comm Services ETF 0.5 42 7 5.6 +0.1
INEQ Columbia International Equity Income ETF 0.5 45 4 6.5 +1.1
LDEM iShares ESG MSCI EM Leaders ETF 0.5 17 32 7.0 +1.6
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.5 29 20 8.7 +3.3
JHID John Hancock International High Dividend ETF 0.5 46 3 11.3 +5.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.5 19 30 6.2 +0.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.5 25 24 5.6 +0.2
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 43 7.5 +2.0
EMXF iShares ESG Advanced MSCI EM ETF 0.5 16 33 6.7 +1.3
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 29 -10.7 -16.1
FDEV Fidelity International Multifactor ETF 0.5 18 31 7.7 +2.3
DVYE iShares Emerging Markets Dividend ETF 0.5 49 0 19.0 +13.6
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.5 58 -9 6.1 +0.7
IQDG WisdomTree International Quality Dividend Growth Fund 0.5 42 7 6.6 +1.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 34 6.8 +1.4
DEHP Dimensional Emerging Markets High Profitability ETF 0.5 41 8 4.8 -0.6
MDY SPDR S&P Midcap 400 ETF Trust 0.5 24 25 6.4 +1.0
IJH iShares Core S&P Mid-Cap ETF 0.5 5 44 6.6 +1.2
RPV Invesco S&P 500 Pure Value ETF 0.5 35 14 10.2 +4.8
FEP First Trust Europe AlphaDEX Fund 0.5 80 -31 5.7 +0.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.5 21 28 3.8 -1.6
EQLT iShares MSCI Emerging Markets Quality Factor ETF 0.5 35 14 7.4 +1.9
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 10 39 6.5 +1.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.5 3 46 6.6 +1.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.5 7 42 5.5 +0.1
IWM iShares Russell 2000 ETF 0.5 19 30 2.9 -2.5
RSSL Global X Russell 2000 ETF 0.5 8 41 2.7 -2.7
VTWO Vanguard Russell 2000 ETF 0.5 10 39 3.0 -2.4
VBR Vanguard Small Cap Value ETF 0.5 7 42 7.7 +2.3
BKF iShares MSCI BIC ETF 0.5 69 -20 6.5 +1.1
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.5 15 34 10.0 +4.5
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.5 44 5 10.7 +5.3
NANC Unusual Whales Subversive Democratic Trading ETF 0.5 75 -26 3.9 -1.5
SCHC Schwab International Small-Cap Equity ETF 0.5 11 38 6.6 +1.2
XMMO Invesco S&P MidCap Momentum ETF 0.5 34 15 5.7 +0.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -11 4.7 -0.7
FESM Fidelity Enhanced Small Cap ETF 0.5 28 21 1.8 -3.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.5 39 10 7.3 +1.9
STXK Strive Small-Cap ETF 0.5 18 31 5.1 -0.3
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 -18 9.1 +3.7
JHSC John Hancock Multifactor Small Cap ETF 0.4 42 7 6.8 +1.4
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.4 20 29 6.6 +1.1
BTEK Future Tech ETF 0.4 88 -39 2.4 -3.0
SPAM Themes Cybersecurity ETF 0.4 35 14 1.9 -3.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.4 15 34 5.9 +0.4
BDFIX Baron Discovery 0.4 75 -26 0.2 -5.2
SCAP InfraCap Small Cap Income ETF 0.4 135 -86 9.0 +3.6
RAYD Rayliant Quantitative Developed Market Equity ETF 0.4 80 -31 3.9 -1.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 25 7.2 +1.7
DISV Dimensional International Small Cap Value ETF 0.4 42 7 9.1 +3.7
VXF Vanguard Extended Market ETF 0.4 6 43 3.8 -1.7
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.4 32 17 6.8 +1.4
JSML Janus Henderson Small Cap Growth Alpha ETF 0.4 30 19 6.9 +1.5
EEM iShares MSCI Emerging Markets ETF 0.4 69 -20 6.6 +1.1
EEMA iShares MSCI Emerging Markets Asia ETF 0.4 49 0 6.3 +0.9
AVES Avantis Emerging Markets Value ETF 0.4 36 13 11.4 +6.0
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.4 32 17 5.6 +0.2
TCHI iShares MSCI China Multisector Tech ETF 0.4 59 -10 1.8 -3.7
MINV Matthews Asia Innovators Active ETF 0.4 79 -30 3.1 -2.4
MCH Matthews China Active ETF 0.4 79 -30 5.0 -0.4
ION ProShares S&P Global Core Battery Metals ETF 0.4 58 -9 15.1 +9.7
CGRO CoreValues Alpha Greater China Growth ETF 0.4 75 -26 1.6 -3.8
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.4 29 20 8.8 +3.4
DFAE Dimensional Emerging Core Equity Market ETF 0.4 35 14 7.2 +1.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 45 4.4 -1.0
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.4 66 -17 9.6 +4.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.4 75 -26 4.2 -1.2
JHEM John Hancock Multifactor Emerging Markets ETF 0.4 49 0 8.0 +2.5
MADE iShares U.S. Manufacturing ETF 0.4 40 9 5.6 +0.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.4 41 8 7.2 +1.8
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.4 70 -21 5.9 +0.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.4 15 34 4.3 -1.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -46 1.4 -4.1
ISCF iShares International SmallCap Equity Factor ETF 0.4 23 26 9.1 +3.7
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.4 24 25 9.0 +3.5
DFIS Dimensional International Small Cap ETF 0.4 39 10 6.8 +1.3
STXE Strive Emerging Markets Ex-China ETF 0.4 32 17 6.9 +1.5
QGRO American Century U.S. Quality Growth ETF 0.4 29 20 4.7 -0.8
IPOS Renaissance International IPO ETF 0.4 80 -31 -0.9 -6.3
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.4 36 13 7.6 +2.2
ACWV iShares MSCI Global Min Vol Factor ETF 0.4 20 29 6.7 +1.3
SFYX SoFi Next 500 ETF 0.4 0 49 4.9 -0.6
BKEM BNY Mellon Emerging Markets Equity ETF 0.4 11 38 8.3 +2.9
FLAX Franklin FTSE Asia Ex Japan ETF 0.4 19 30 6.7 +1.3
IEMG iShares Core MSCI Emerging Markets ETF 0.4 9 40 7.2 +1.8
IJT iShares S&P Small-Cap 600 Growth ETF 0.4 18 31 6.0 +0.6
PINK Simplify Health Care ETF 0.4 50 -1 3.1 -2.3
CLOD Themes Cloud Computing ETF 0.3 35 14 2.8 -2.6
SCHA Schwab U.S. Small-Cap ETF 0.3 4 45 4.6 -0.8
EMXC iShares MSCI Emerging Markets ex China ETF 0.3 25 24 6.6 +1.1
SLYG SPDR S&P 600 Small Cap Growth ETF 0.3 15 34 6.0 +0.6
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.3 18 31 6.9 +1.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.3 15 34 6.4 +1.0
EEMO Invesco S&P Emerging Markets Momentum ETF 0.3 29 20 5.4 0.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 20 4.3 -1.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.3 30 19 7.3 +1.8
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.3 38 11 7.7 +2.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 10 4.3 -1.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 7 42 6.5 +1.1
RNSC Furst Trust Small Cap US Equity Select ETF 0.3 60 -11 7.1 +1.7
IWO iShares Russell 2000 Growth ETF 0.3 24 25 0.6 -4.8
VTWG Vanguard Russell 2000 Growth ETF 0.3 15 34 0.7 -4.7
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.3 15 34 7.1 +1.7
AFSM First Trust Active Factor Small Cap ETF 0.3 75 -26 6.5 +1.1
HELX Franklin Genomic Advancements ETF 0.3 50 -1 0.3 -5.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.3 15 34 9.4 +4.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.3 27 22 6.9 +1.5
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.3 33 16 8.0 +2.6
ECON Columbia Emerging Markets Consumer ETF 0.3 49 0 7.2 +1.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.3 39 10 -1.7 -7.1
FLKR Franklin FTSE South Korea ETF 0.3 9 40 10.6 +5.2
MOTO SmartETFs Smart Transportation & Technology ETF 0.3 68 -19 7.3 +1.9
XCEM Columbia EM Core ex-China ETF 0.3 16 33 7.7 +2.2
CARZ First Trust NASDAQ Global Auto Index Fund 0.3 70 -21 4.2 -1.2
CTEC Global X CleanTech ETF 0.3 50 -1 2.8 -2.7
DRIV Global X Autonomous & Electric Vehicles ETF 0.3 68 -19 5.2 -0.2
AIA iShares Asia 50 ETF 0.3 50 -1 6.2 +0.8
EWY iShares MSCI South Korea ETF 0.3 58 -9 9.7 +4.3
IDRV iShares Self-driving EV & Tech ETF 0.3 47 2 -0.2 -5.6
FRDM Freedom 100 Emerging Markets ETF 0.3 49 0 7.0 +1.6
SMMD iShares Russell 2500 ETF 0.3 15 34 5.8 +0.3
IJK iShares S&P Mid-Cap 400 Growth ETF 0.3 17 32 5.9 +0.5
RNEM First Trust Emerging Markets Equity Select ETF 0.3 75 -26 5.9 +0.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.3 15 34 5.9 +0.5
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.3 75 -26 7.7 +2.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.3 15 34 5.9 +0.5
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 11 8.0 +2.6
VWO Vanguard FTSE Emerging Markets ETF 0.2 8 41 6.8 +1.3
BFOR ALPS Barron's 400 ETF 0.2 65 -16 5.9 +0.5
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.2 35 14 4.5 -0.9
XC WisdomTree Emerging Markets Ex-China Fund 0.2 32 17 5.9 +0.5
FPAG FPA Global Equity ETF 0.2 49 0 5.5 +0.1
ABEQ Absolute Select Value ETF 0.2 85 -36 4.3 -1.2
FMIL Fidelity New Millennium ETF 0.2 59 -10 4.7 -0.7
SMOT VanEck Morningstar SMID Moat ETF 0.2 49 0 5.9 +0.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 0.2 30 19 8.2 +2.7
MDLV Morgan Dempsey Large Cap Value ETF 0.2 58 -9 7.7 +2.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 29 4.8 -0.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.2 61 -12 6.4 +1.0
SSLY Syntax Stratified SmallCap ETF 0.2 40 9 7.2 +1.8
GXC SPDR S&P China ETF 0.2 59 -10 7.9 +2.5
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.2 80 -31 8.8 +3.4
USMV iShares MSCI USA Min Vol Factor ETF 0.2 15 34 5.5 +0.1
AVEM Avantis Emerging Markets Equity ETF 0.2 33 16 8.7 +3.3
FPX First Trust US Equity Opportunities ETF 0.2 61 -12 1.6 -3.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 10 7.8 +2.4
DFSU Dimensional US Sustainability Core 1 ETF 0.2 18 31 5.5 +0.0
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -10 11.1 +5.6
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -10 2.8 -2.6
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 4 3.5 -1.9
SQEW LeaderShares Equity Skew ETF 0.2 81 -32 4.0 -1.4
TTAI FCF International Quality ETF 0.2 59 -10 5.5 +0.1
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 40 8.0 +2.6
FLJP Franklin FTSE Japan ETF 0.2 9 40 8.4 +3.0
DFUV Dimensional US Marketwide Value ETF 0.2 22 27 7.3 +1.9
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -3 6.9 +1.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 14 6.5 +1.1
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.2 42 7 6.4 +1.0
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 42 7.1 +1.7
DFLV Dimensional US Large Cap Value ETF 0.2 22 27 7.5 +2.1
DFAS Dimensional U.S. Small Cap ETF 0.2 26 23 5.7 +0.3
SCHE Schwab Emerging Markets Equity ETF 0.1 11 38 6.9 +1.5
FDEM Fidelity Emerging Markets Multifactor ETF 0.1 25 24 12.1 +6.6
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 34 5.0 -0.4
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.1 50 -1 13.1 +7.6
EMMF WisdomTree Emerging Markets Multifactor Fund 0.1 48 1 8.7 +3.3
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.1 39 10 12.2 +6.7
BBJP JPMorgan BetaBuilders Japan ETF 0.1 19 30 8.5 +3.1
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 0 5.9 +0.4
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.1 35 14 12.1 +6.6
GVLU Gotham 1000 Value ETF 0.1 50 -1 7.4 +2.0
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 19 8.0 +2.6
VGT Vanguard Information Technology ETF 0.1 10 39 4.4 -1.1
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.1 25 24 6.4 +0.9
ROAM Hartford Multifactor Emerging Markets ETF 0.1 44 5 15.2 +9.8
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 49 0 11.9 +6.4
EZM WisdomTree U.S. MidCap Fund 0.1 38 11 7.6 +2.2
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 24 8.4 +3.0
DXJ WisdomTree Japan Hedged Equity Fund 0.1 48 1 8.9 +3.4
IXN iShares Global Tech ETF 0.1 41 8 4.3 -1.1
GWX SPDR S&P International Small Cap ETF 0.1 40 9 6.6 +1.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -21 7.6 +2.2
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 41 4.5 -0.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 10 7.1 +1.7
VFH Vanguard Financials ETF 0.1 10 39 5.9 +0.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.1 15 34 6.4 +1.0
FNCL Fidelity MSCI Financials Index ETF 0.1 8 41 5.9 +0.4
IQDF FlexShares International Quality Dividend Index Fund 0.0 47 2 12.5 +7.1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.0 45 4 10.7 +5.3
IGM iShares Expanded Tech Sector ETF 0.0 41 8 4.3 -1.1
VFMV Vanguard U.S. Minimum Volatility ETF 0.0 13 36 5.0 -0.4
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -1 4.7 -0.8
DFEV Dimensional Emerging Markets Value ETF 0.0 43 6 11.0 +5.5
TEQI T. Rowe Price Equity Income ETF 0.0 54 -5 3.9 -1.6
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -3 3.8 -1.7
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -8 3.4 -2.1
FDD First Trust Stoxx European Select Dividend Index Fund 0.0 58 -9 13.6 +8.1
EWO iShares MSCI Austria ETF 0.0 50 -1 13.8 +8.4

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
JPMorgan Sustainable Infrastructure ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT

Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.5 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 49 bp
Equals: ALTAR Score 5.4 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.55 CATEGORY
AVERAGE
1.53
 
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.