Principal Real Estate Active Opportunities ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
BYRE is an actively managed, non-transparent fund that seeks total return by centering on US-listed companies in the real estate industry, selected using a bottom-up fundamental approach. The fund utilizes the Fidelity non-transparent model. |
Category | US Equities |
Fund Sponsor | Principal |
Website | principaletfs.com/etf/BYRE |
Inception date | May 18, 2022 |
Assets (mns) | $13 |
Currency | USD |
Expense ratio | 65 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Proprietary |
Index replication | |
Uses derivatives | No |
Options available | No |
No. of constituents | 24 |
Wgt avg mkt cap (mns) | $33,279 |
Large cap (>$10bn) | 73.9% |
Mid cap ($2-10bn) | 26.1% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
VENTAS INC | 9.9 % |
AMERICAN TOWER CORP-CL A | 8.2 % |
EQUINIX INC | 7.3 % |
WELLTOWER, INC. | 5.7 % |
EXTRA SPACE STORAGE INC | 5.7 % |
AMERICAN HEALTHC | 5.6 % |
AMERICAN HOMES 4 RENT- A | 5.4 % |
INVITATION HOMES, INC. | 5.2 % |
VICI PROPERTIES INC | 4.7 % |
SABRA HEALTH CARE REIT INC | 4.5 % | Total | 62.3 % |
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UNITED STATES | 99.1 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
3.5% | 9.8% | -- | -- | 2.5% |
versus... | Beta | R-squared |
S&P500 | 0.94 | 49% |
MSCI EAFE | 1.04 | 66% |
MSCI Emg. Mkts. | 1.08 | 54% |
Recent close | $25.45 |
30d moving avg. | $25.39 |
Annualized volatility | 18.2% |
Short interest (ETF) | 0.2% |
Relative strength (RSI) | 50 |
Avg. volume (thou.) | 3 |
Turnover | 0.6% |
Bid/Ask (% of price) | 0.27% |
ADV underlying (mns) | $2,243 |
FINDING ALTERNATIVE FUNDS
Below is a list of 527 potential alternatives to the Principal Real Estate Active Opportunities ETF ETF based on the alternatives' overlap in portfolio holdings with BYRE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | BYRE | Expense: | 65 bp | ALTAR Score™: | 6.4% |
Ticker | Fund Name |
Overlap1 vs BYRE (%) |
Expense ratio (bp) |
Savings vs BYRE (bp) |
ALTAR Score™ (%) |
ALTAR vs BYRE (%) |
JPRE | JPMorgan Realty Income ETF | 50.8 | 50 | 15 | 7.6 | +1.2 |
PSR | Invesco Active U.S. Real Estate Fund | 43.1 | 35 | 30 | 7.9 | +1.5 |
ICF | iShares Cohen & Steers REIT ETF | 42.6 | 33 | 32 | 7.8 | +1.4 |
DFAR | Dimensional US Real Estate ETF | 39.8 | 19 | 46 | 8.0 | +1.6 |
FPRO | Fidelity Real Estate Investment ETF | 39.7 | 59 | 6 | 6.5 | +0.1 |
XLRE | Real Estate Select Sector SPDR Fund | 38.8 | 8 | 57 | 7.5 | +1.1 |
SCHH | Schwab U.S. REIT ETF | 38.1 | 7 | 58 | 8.1 | +1.7 |
IYR | iShares U.S. Real Estate ETF | 37.1 | 40 | 25 | 7.4 | +1.0 |
VNQ | Vanguard Real Estate ETF | 36.9 | 13 | 52 | 7.5 | +1.1 |
FREL | Fidelity MSCI Real Estate Index ETF | 36.8 | 8 | 57 | 7.6 | +1.3 |
JRE | Janus Henderson U.S. Real Estate ETF | 35.3 | 65 | 0 | 7.7 | +1.3 |
IRET | iREIT - MarketVector Quality REIT Index ETF | 34.3 | 60 | 5 | 7.6 | +1.2 |
AVRE | Avantis Real Estate ETF | 33.2 | 17 | 48 | 7.1 | +0.8 |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 32.4 | 11 | 54 | 8.0 | +1.6 |
DFGR | Dimensional Global Real Estate ETF | 32.3 | 22 | 43 | 7.5 | +1.1 |
FRI | First Trust S&P REIT Index Fund | 32.2 | 50 | 15 | 7.5 | +1.1 |
DTRE | First Trust Alerian Disruptive Technology Real Estate ETF | 32.1 | 60 | 5 | 5.9 | -0.5 |
USRT | iShares Core U.S. REIT ETF | 31.7 | 8 | 57 | 7.8 | +1.5 |
RSPR | Invesco S&P 500 Equal Weight Real Estate ETF | 30.6 | 40 | 25 | 7.7 | +1.4 |
REZ | iShares Residential and Multisector Real Estate ETF | 28.8 | 48 | 17 | 6.5 | +0.1 |
RWR | SPDR Dow Jones REIT ETF | 26.9 | 25 | 40 | 7.6 | +1.3 |
VGSR | Vert Global Sustainable Real Estate ETF | 26.4 | 47 | 18 | 7.3 | +0.9 |
REET | iShares Global REIT ETF | 25.4 | 14 | 51 | 7.6 | +1.2 |
DTCR | Global X Data Center & Digital Infrastructure ETF | 24.6 | 50 | 15 | 4.4 | -2.0 |
IDGT | iShares U.S. Digital Infrastructure and Real Estate ETF | 24.6 | 41 | 24 | 5.5 | -0.9 |
SRVR | Pacer Data & Infrastructure Real Estate ETF | 24.6 | 55 | 10 | 3.7 | -2.7 |
IVRA | Invesco Real Assets ESG ETF | 23.5 | 59 | 6 | 6.2 | -0.2 |
RWO | SPDR Dow Jones Global Real Estate ETF | 23.1 | 50 | 15 | 7.1 | +0.7 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 23.0 | 49 | 16 | 6.1 | -0.3 |
NURE | Nuveen Short-Term REIT ETF | 22.6 | 35 | 30 | 7.9 | +1.5 |
PPTY | US Diversified Real Estate ETF | 22.0 | 53 | 12 | 7.9 | +1.5 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 21.8 | 55 | 10 | 6.0 | -0.4 |
HAUS | Residential REIT ETF | 21.1 | 60 | 5 | 5.3 | -1.1 |
ERET | iShares Environmentally Aware Real Estate ETF | 20.9 | 30 | 35 | 7.4 | +1.1 |
RITA | ETFB Green SRI REITs ETF | 19.6 | 50 | 15 | 6.5 | +0.1 |
RDOG | ALPS REIT Dividend Dogs ETF | 19.3 | 35 | 30 | 9.4 | +3.0 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 17.3 | 45 | 20 | 7.8 | +1.4 |
IQRA | IQ CBRE Real Assets ETF | 16.3 | 65 | 0 | 5.8 | -0.6 |
REAI | Intelligent Real Estate ETF | 15.0 | 59 | 6 | 14.7 | +8.3 |
INDS | Pacer Industrial Real Estate ETF | 12.3 | 55 | 10 | 6.7 | +0.3 |
VRAI | Virtus Real Asset Income ETF | 10.8 | 55 | 10 | 10.5 | +4.2 |
BLDG | Cambria Global Real Estate ETF | 10.3 | 60 | 5 | 12.0 | +5.7 |
VICE | AdvisorShares Vice ETF | 8.9 | 99 | -34 | 6.1 | -0.3 |
BJK | VanEck Gaming ETF | 8.9 | 65 | 0 | 4.1 | -2.3 |
ABLD | Abacus FCF Real Assets Leaders ETF | 8.7 | 69 | -4 | 7.0 | +0.6 |
HOMZ | Hoya Capital Housing ETF | 8.5 | 30 | 35 | 8.8 | +2.4 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 8.2 | 46 | 19 | 5.6 | -0.8 |
NETL | NETLease Corporate Real Estate ETF | 8.1 | 60 | 5 | 8.2 | +1.8 |
BWEB | Bitwise Web3 ETF | 7.3 | 85 | -20 | 0.0 | -6.4 |
FCLD | Fidelity Cloud Computing ETF | 6.9 | 39 | 26 | 3.1 | -3.3 |
IDAT | iShares Future Cloud 5G and Tech ETF | 6.9 | 47 | 18 | 4.7 | -1.7 |
TMFG | Motley Fool Global Opportunities ETF | 6.8 | 85 | -20 | 3.9 | -2.5 |
TXS | Texas Capital Texas Equity Index ETF | 6.5 | 49 | 16 | 5.7 | -0.7 |
BIBL | Inspire 100 ETF | 6.4 | 35 | 30 | 5.2 | -1.2 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 6.4 | 30 | 35 | 8.9 | +2.5 |
NXTG | First Trust Indxx NextG ETF | 6.0 | 70 | -5 | 5.3 | -1.1 |
KBWY | Invesco KBW Premium Yield Equity REIT ETF | 5.8 | 35 | 30 | 8.5 | +2.1 |
DIVG | Invesco S&P 500 High Dividend Growers ETF | 5.8 | 39 | 26 | 8.5 | +2.1 |
FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | 5.8 | 60 | 5 | 9.0 | +2.7 |
AGNG | Global X Aging Population ETF | 5.8 | 50 | 15 | 4.9 | -1.5 |
ICAP | InfraCap Equity Income Fund ETF | 5.6 | 171 | -106 | 6.8 | +0.4 |
FMET | Fidelity Metaverse ETF | 5.5 | 39 | 26 | 4.8 | -1.6 |
BEDZ | AdvisorShares Hotel ETF | 5.4 | 100 | -35 | 6.9 | +0.5 |
KNCT | Invesco Next Gen Connectivity ETF | 5.2 | 40 | 25 | 4.9 | -1.5 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 5.1 | 25 | 40 | 7.6 | +1.2 |
FDCF | Fidelity Disruptive Communications ETF | 5.1 | 50 | 15 | 3.0 | -3.4 |
CGDG | Capital Group Dividend Growers ETF | 4.7 | 47 | 18 | 6.2 | -0.2 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 4.7 | 65 | 0 | 5.0 | -1.4 |
MBCC | Monarch Blue Chips Core ETF | 4.4 | 125 | -60 | 4.0 | -2.4 |
NUDV | Nuveen ESG Dividend ETF | 4.4 | 26 | 39 | 7.6 | +1.2 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 4.4 | 60 | 5 | 4.8 | -1.6 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 4.3 | 47 | 18 | 5.8 | -0.6 |
SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 4.3 | 7 | 58 | 10.0 | +3.6 |
DIV | Global X SuperDividend US ETF | 4.3 | 45 | 20 | 11.8 | +5.4 |
TMFM | Motley Fool Mid-Cap Growth ETF | 4.1 | 85 | -20 | 2.5 | -3.9 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 4.1 | 10 | 55 | 4.4 | -2.0 |
FDVV | Fidelity High Dividend ETF | 4.1 | 15 | 50 | 7.8 | +1.4 |
JHDV | John Hancock U.S. High Dividend ETF | 4.1 | 34 | 31 | 6.7 | +0.3 |
IGPT | Invesco AI and Next Gen Software ETF | 4.0 | 60 | 5 | 4.2 | -2.2 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 4.0 | 10 | 55 | 4.4 | -2.0 |
MAGA | Point Bridge America First ETF | 3.9 | 72 | -7 | 6.1 | -0.3 |
SIXG | Defiance Connective Technologies ETF | 3.9 | 30 | 35 | 3.9 | -2.5 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 3.8 | 25 | 40 | 5.3 | -1.1 |
SPLV | Invesco S&P 500 Low Volatility ETF | 3.8 | 25 | 40 | 5.3 | -1.1 |
ULVM | VictoryShares US Value Momentum ETF | 3.8 | 20 | 45 | 7.4 | +1.0 |
DIVL | Madison Dividend Value ETF | 3.8 | 65 | 0 | 6.0 | -0.4 |
PSCF | Invesco S&P SmallCap Financials ETF | 3.8 | 29 | 36 | 9.5 | +3.1 |
JAVA | JPMorgan Active Value ETF | 3.7 | 44 | 21 | 6.4 | -0.0 |
OSCV | Opus Small Cap Value ETF | 3.6 | 79 | -14 | 6.7 | +0.3 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 3.5 | 49 | 16 | 6.2 | -0.2 |
NULV | Nuveen ESG Large-Cap Value ETF | 3.5 | 26 | 39 | 6.3 | -0.1 |
VOT | Vanguard Mid-Cap Growth ETF | 3.4 | 7 | 58 | 3.5 | -2.9 |
FMDE | Fidelity Enhanced Mid Cap ETF | 3.4 | 23 | 42 | 5.8 | -0.6 |
CZA | Invesco Zacks Mid-Cap ETF | 3.4 | 72 | -7 | 6.5 | +0.1 |
BEEZ | Honeytree U.S. Equity ETF | 3.4 | 64 | 1 | 3.9 | -2.5 |
XDAT | Franklin Exponential Data ETF | 3.3 | 50 | 15 | 2.1 | -4.3 |
MBOX | Freedom Day Dividend ETF | 3.3 | 39 | 26 | 7.6 | +1.2 |
KONG | Formidable Fortress ETF | 3.3 | 89 | -24 | 6.0 | -0.4 |
IWS | iShares Russell Mid-Cap Value ETF | 3.3 | 23 | 42 | 6.8 | +0.4 |
VO | Vanguard Mid-Cap ETF | 3.3 | 4 | 61 | 5.8 | -0.6 |
LGLV | SPDR SSGA US Large Cap Low Volatility Index ETF | 3.2 | 12 | 53 | 5.7 | -0.7 |
DEW | WisdomTree Global High Dividend Fund | 3.2 | 58 | 7 | 8.7 | +2.3 |
CLOU | Global X Cloud Computing ETF | 3.2 | 68 | -3 | 2.2 | -4.2 |
ERTH | Invesco MSCI Sustainable Future ETF | 3.2 | 62 | 3 | 3.6 | -2.8 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 3.2 | 80 | -15 | 8.1 | +1.8 |
VOE | Vanguard Mid-Cap Value ETF | 3.2 | 7 | 58 | 7.8 | +1.4 |
SRET | Global X SuperDividend REIT ETF | 3.1 | 59 | 6 | 12.1 | +5.7 |
TEKX | SPDR Galaxy Transformative Tech Accelerators ETF | 3.0 | 65 | 0 | -1.3 | -7.6 |
RIET | Hoya Capital High Dividend Yield ETF | 2.9 | 50 | 15 | 44.6 | +38.2 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 2.9 | 60 | 5 | 6.1 | -0.3 |
FPX | First Trust US Equity Opportunities ETF | 2.9 | 61 | 4 | 1.0 | -5.4 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 2.9 | 18 | 47 | 6.8 | +0.4 |
CVY | Invesco Zacks Multi-Asset Income ETF | 2.8 | 106 | -41 | 11.9 | +5.5 |
FCPI | Fidelity Stocks for Inflation ETF | 2.7 | 15 | 50 | 7.6 | +1.2 |
PTL | Inspire 500 ETF | 2.7 | 9 | 56 | 5.4 | -1.0 |
SMOT | VanEck Morningstar SMID Moat ETF | 2.7 | 49 | 16 | 6.7 | +0.3 |
OCFS | Otter Creek Focus Strategy ETF | 2.6 | 85 | -20 | 4.0 | -2.4 |
DON | WisdomTree U.S. MidCap Dividend Fund | 2.6 | 38 | 27 | 8.9 | +2.5 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 2.6 | 18 | 47 | 8.9 | +2.5 |
NUSC | Nuveen ESG Small-Cap ETF | 2.6 | 31 | 34 | 5.5 | -0.9 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 2.6 | 15 | 50 | 8.9 | +2.5 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 2.5 | 6 | 59 | 4.1 | -2.3 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 2.5 | 18 | 47 | 5.8 | -0.6 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 2.5 | 60 | 5 | 7.0 | +0.6 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 2.5 | 70 | -5 | 4.8 | -1.6 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 2.5 | 10 | 55 | 8.9 | +2.5 |
FOVL | iShares Focused Value Factor ETF | 2.5 | 25 | 40 | 10.0 | +3.6 |
RJMG | FT Raymond James Multicap Growth Equity ETF | 2.5 | 85 | -20 | 2.2 | -4.2 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 2.4 | 10 | 55 | 5.3 | -1.1 |
IWR | iShares Russell Midcap ETF | 2.4 | 19 | 46 | 5.9 | -0.5 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 2.3 | 25 | 40 | 7.5 | +1.1 |
SUSA | iShares MSCI USA ESG Select ETF | 2.3 | 25 | 40 | 4.9 | -1.5 |
SIZE | iShares MSCI USA Size Factor ETF | 2.3 | 15 | 50 | 5.8 | -0.6 |
IMCB | iShares Morningstar Mid-Cap ETF | 2.3 | 4 | 61 | 6.0 | -0.4 |
EUSA | iShares MSCI USA Equal Weighted ETF | 2.3 | 9 | 56 | 6.1 | -0.3 |
CGUS | Capital Group Core Equity ETF | 2.3 | 33 | 32 | 4.4 | -2.0 |
RFFC | ALPS Active Equity Opportunity ETF | 2.3 | 48 | 17 | 4.5 | -1.9 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 2.3 | 38 | 27 | 9.4 | +3.0 |
SNPV | Xtrackers S&P 500 Value ESG ETF | 2.2 | 15 | 50 | 6.8 | +0.4 |
FELV | Fidelity Enhanced Large Cap Value ETF | 2.2 | 18 | 47 | 6.8 | +0.4 |
TBG | TBG Dividend Focus ETF | 2.2 | 59 | 6 | 7.9 | +1.5 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 2.2 | 60 | 5 | 5.2 | -1.2 |
USXF | iShares ESG Advanced MSCI USA ETF | 2.2 | 10 | 55 | 4.6 | -1.8 |
UDI | USCF Dividend Income Fund | 2.2 | 65 | 0 | 8.2 | +1.8 |
JEPI | JPMorgan Equity Premium Income ETF | 2.2 | 35 | 30 | 5.5 | -0.9 |
PY | Principal Value ETF | 2.2 | 15 | 50 | 7.3 | +0.9 |
SWP | SWP Growth & Income ETF | 2.1 | 99 | -34 | 4.3 | -2.1 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 2.1 | 28 | 37 | 6.0 | -0.4 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 2.1 | 15 | 50 | 8.1 | +1.7 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 2.1 | 20 | 45 | 7.0 | +0.6 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 2.1 | 6 | 59 | 8.2 | +1.8 |
LVHD | Franklin U.S. Low Volatility High Dividend Index ETF | 2.1 | 27 | 38 | 7.0 | +0.6 |
WCEO | Hypatia Women CEO ETF | 2.0 | 85 | -20 | 4.4 | -2.0 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 2.0 | 9 | 56 | 6.1 | -0.3 |
DEMZ | Democratic Large Cap Core ETF | 2.0 | 45 | 20 | 4.5 | -1.9 |
PFI | Invesco Dorsey Wright Financial Momentum ETF | 2.0 | 60 | 5 | 6.5 | +0.1 |
ROE | Astoria US Quality Kings ETF | 2.0 | 49 | 16 | 6.6 | +0.2 |
FLDZ | RiverNorth Patriot ETF | 2.0 | 75 | -10 | 6.1 | -0.3 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 2.0 | 70 | -5 | 3.1 | -3.3 |
RSP | Invesco S&P 500 Equal Weight ETF | 1.9 | 20 | 45 | 6.4 | +0.0 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 1.9 | 12 | 53 | 7.2 | +0.8 |
VEGN | US Vegan Climate ETF | 1.9 | 60 | 5 | 4.5 | -1.9 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 1.9 | 40 | 25 | 7.2 | +0.8 |
DTD | WisdomTree U.S. Total Dividend Fund | 1.9 | 28 | 37 | 6.4 | -0.0 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 1.9 | 15 | 50 | 7.5 | +1.1 |
FMKT | The Free Markets ETF | 1.9 | 76 | -11 | 2.1 | -4.3 |
NULC | Nuveen ESG Large-Cap ETF | 1.9 | 21 | 44 | 4.8 | -1.6 |
AFMC | First Trust Active Factor Mid Cap ETF | 1.9 | 65 | 0 | 8.9 | +2.5 |
SCHV | Schwab U.S. Large-Cap Value ETF | 1.8 | 4 | 61 | 6.8 | +0.4 |
AFLG | First Trust Active Factor Large Cap ETF | 1.8 | 55 | 10 | 6.2 | -0.2 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 1.8 | 4 | 61 | 6.2 | -0.2 |
IQSU | IQ Candriam U.S. Large Cap Equity ETF | 1.8 | 9 | 56 | 4.9 | -1.5 |
GVUS | Marketbeta Russell 1000 Value Equity ETF | 1.8 | 12 | 53 | 6.6 | +0.2 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 1.8 | 20 | 45 | 9.6 | +3.2 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 1.8 | 59 | 6 | 2.8 | -3.6 |
MDY | SPDR S&P Midcap 400 ETF Trust | 1.8 | 24 | 41 | 7.3 | +0.9 |
IJH | iShares Core S&P Mid-Cap ETF | 1.8 | 5 | 60 | 7.5 | +1.1 |
BMVP | Invesco Bloomberg MVP Multi-factor ETF | 1.8 | 29 | 36 | 6.2 | -0.2 |
CHGX | AXS Change Finance ESG ETF | 1.8 | 49 | 16 | 4.8 | -1.6 |
POWA | Invesco Bloomberg Pricing Power ETF | 1.8 | 40 | 25 | 5.7 | -0.7 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 1.8 | 12 | 53 | 5.2 | -1.2 |
VBK | Vanguard Small-Cap Growth ETF | 1.8 | 7 | 58 | 1.9 | -4.5 |
VONV | Vanguard Russell 1000 Value ETF | 1.8 | 7 | 58 | 6.6 | +0.2 |
IWD | iShares Russell 1000 Value ETF | 1.8 | 19 | 46 | 6.5 | +0.1 |
DVND | Touchstone Dividend Select ETF | 1.8 | 67 | -2 | 5.7 | -0.7 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 1.8 | 59 | 6 | 3.9 | -2.5 |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | 1.8 | 15 | 50 | 6.1 | -0.3 |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 1.8 | 3 | 62 | 7.5 | +1.1 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 1.8 | 60 | 5 | 5.8 | -0.6 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 1.7 | 7 | 58 | 7.4 | +1.0 |
MDLV | Morgan Dempsey Large Cap Value ETF | 1.7 | 58 | 7 | 7.5 | +1.1 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 1.7 | 29 | 36 | 8.7 | +2.3 |
IUSV | iShares Core S&P US Value ETF | 1.7 | 4 | 61 | 6.5 | +0.1 |
ESGU | iShares ESG Aware MSCI USA ETF | 1.7 | 15 | 50 | 4.9 | -1.5 |
XSHQ | Invesco S&P SmallCap Quality ETF | 1.7 | 29 | 36 | 8.2 | +1.8 |
IVE | iShares S&P 500 Value ETF | 1.7 | 18 | 47 | 6.3 | -0.1 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 1.7 | 18 | 47 | 7.8 | +1.4 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 1.7 | 4 | 61 | 6.4 | 0.0 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 1.7 | 65 | 0 | 3.5 | -2.9 |
VOOV | Vanguard S&P 500 Value ETF | 1.7 | 7 | 58 | 6.4 | -0.0 |
FLV | American Century Focused Large Cap Value ETF | 1.6 | 42 | 23 | 6.7 | +0.3 |
GLBL | Pacer MSCI World Industry Advantage ETF | 1.6 | 65 | 0 | 4.2 | -2.2 |
SFYX | SoFi Next 500 ETF | 1.6 | 0 | 65 | 6.0 | -0.4 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 1.6 | 18 | 47 | 5.6 | -0.8 |
ADME | Aptus Drawdown Managed Equity ETF | 1.6 | 79 | -14 | 4.2 | -2.2 |
AFSM | First Trust Active Factor Small Cap ETF | 1.6 | 75 | -10 | 7.7 | +1.3 |
SCDV | Bahl & Gaynor Small Cap Dividend ETF | 1.6 | 70 | -5 | 4.7 | -1.7 |
PRAY | FIS Christian Stock Fund | 1.6 | 69 | -4 | 5.0 | -1.4 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 1.6 | 55 | 10 | 4.2 | -2.2 |
BLCV | iShares Large Cap Value Active ETF | 1.6 | 53 | 12 | 7.4 | +1.0 |
STXK | Strive Small-Cap ETF | 1.6 | 18 | 47 | 6.2 | -0.2 |
XT | iShares Exponential Technologies ETF | 1.6 | 46 | 19 | 4.8 | -1.6 |
TECB | iShares U.S. Tech Breakthrough Multisector ETF | 1.6 | 40 | 25 | 3.5 | -2.9 |
FVD | First Trust Value Line Dividend Index Fund | 1.6 | 65 | 0 | 6.3 | -0.1 |
PSC | Principal U.S. Small-Cap ETF | 1.6 | 38 | 27 | 6.9 | +0.5 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 1.6 | 75 | -10 | 5.3 | -1.1 |
YOKE | Yoke Core ETF | 1.6 | 42 | 23 | 4.5 | -1.9 |
JHMM | John Hancock Multifactor Mid Cap ETF | 1.6 | 42 | 23 | 6.5 | +0.1 |
INRO | iShares U.S. Industry Rotation Active ETF | 1.5 | 42 | 23 | 4.7 | -1.7 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 1.5 | 39 | 26 | 12.1 | +5.7 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 1.5 | 15 | 50 | 5.7 | -0.7 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 1.5 | 10 | 55 | 5.7 | -0.7 |
BDIV | AAM Brentview Dividend Growth ETF | 1.5 | 49 | 16 | 4.6 | -1.8 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 1.5 | 64 | 1 | 2.4 | -4.0 |
GRPZ | Invesco S&P SmallCap 600 GARP ETF | 1.5 | 35 | 30 | 10.6 | +4.2 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 1.5 | 20 | 45 | 6.3 | -0.1 |
BLES | Inspire Global Hope ETF | 1.5 | 61 | 4 | 6.8 | +0.4 |
DSI | iShares MSCI KLD 400 Social ETF | 1.5 | 25 | 40 | 4.9 | -1.5 |
SIXL | ETC 6 Meridian Low Beta Equity ETF | 1.5 | 80 | -15 | 6.1 | -0.3 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 1.5 | 10 | 55 | 5.1 | -1.3 |
STXV | Strive 1000 Value ETF | 1.5 | 18 | 47 | 8.1 | +1.7 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 1.5 | 9 | 56 | 5.6 | -0.8 |
CSMD | Congress SMid Growth ETF | 1.5 | 69 | -4 | 3.9 | -2.5 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 1.5 | 50 | 15 | 7.3 | +0.9 |
XMAG | Defiance Large Cap ex-Mag 7 ETF | 1.5 | 35 | 30 | 5.2 | -1.2 |
HAPY | Harbor Human Capital Factor Unconstrained ETF | 1.4 | 50 | 15 | 5.6 | -0.8 |
SUSL | iShares ESG MSCI USA Leaders ETF | 1.4 | 10 | 55 | 5.0 | -1.4 |
CAML | Congress Large Cap Growth ETF | 1.4 | 66 | -1 | 3.3 | -3.1 |
HGRO | Hedgeye Quality Growth ETF | 1.4 | 70 | -5 | 3.3 | -3.1 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 1.4 | 7 | 58 | 6.2 | -0.2 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 1.4 | 39 | 26 | 6.1 | -0.3 |
IETC | iShares U.S. Tech Independence Focused ETF | 1.4 | 18 | 47 | 3.8 | -2.6 |
EGLE | Global X S&P 500 U.S. Revenue Leaders ETF | 1.3 | 19 | 46 | 5.2 | -1.2 |
NIXT | Research Affiliates Deletions ETF | 1.3 | 9 | 56 | 8.9 | +2.5 |
STXD | Strive 1000 Dividend Growth ETF | 1.3 | 35 | 30 | 4.9 | -1.5 |
RZG | Invesco S&P Smallcap 600 Pure Growth ETF | 1.3 | 35 | 30 | 4.2 | -2.2 |
SHE | SPDR MSCI USA Gender Diversity ETF | 1.3 | 20 | 45 | 5.0 | -1.4 |
USMF | WisdomTree U.S. Multifactor Fund | 1.3 | 28 | 37 | 6.9 | +0.5 |
BGIG | Bahl & Gaynor Income Growth ETF | 1.3 | 45 | 20 | 5.4 | -1.0 |
DHS | WisdomTree U.S. High Dividend Fund | 1.3 | 38 | 27 | 8.2 | +1.8 |
CVLC | Calvert US Large-Cap Core Responsible Index ETF | 1.3 | 15 | 50 | 5.0 | -1.4 |
SHUS | Syntax Stratified U.S. Total Market Hedged ETF | 1.3 | 65 | 0 | 6.4 | -0.0 |
SSPY | Syntax Stratified LargeCap ETF | 1.3 | 30 | 35 | 6.7 | +0.3 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 1.3 | 15 | 50 | 7.5 | +1.1 |
QUVU | Hartford Quality Value ETF | 1.3 | 46 | 19 | 7.2 | +0.8 |
SCHM | Schwab U.S. Mid-Cap ETF | 1.3 | 4 | 61 | 6.8 | +0.4 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 1.3 | 40 | 25 | 7.4 | +1.0 |
STXM | Strive Mid-Cap ETF | 1.2 | 18 | 47 | 6.4 | +0.0 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 1.2 | 12 | 53 | 8.2 | +1.8 |
GURU | Global X Guru Index ETF | 1.2 | 75 | -10 | 3.5 | -2.9 |
DGRS | WisdomTree US Smallcap Quality Dividend Growth Fund | 1.2 | 38 | 27 | 10.1 | +3.7 |
WBIY | WBI Power Factor High Dividend ETF | 1.2 | 100 | -35 | 15.2 | +8.8 |
FDLO | Fidelity Low Volatility Factor ETF | 1.2 | 15 | 50 | 5.4 | -1.0 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 1.2 | 24 | 41 | 8.2 | +1.8 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 1.2 | 12 | 53 | 4.6 | -1.8 |
FDWM | Fidelity Women's Leadership ETF | 1.2 | 59 | 6 | 5.0 | -1.4 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 1.2 | 25 | 40 | 8.1 | +1.7 |
FXD | First Trust Consumer Discretionary AlphaDEX Fund | 1.2 | 61 | 4 | 7.5 | +1.1 |
KLMN | Invesco MSCI North America Climate ETF | 1.2 | 9 | 56 | 5.1 | -1.3 |
IWN | iShares Russell 2000 Value ETF | 1.2 | 24 | 41 | 7.8 | +1.4 |
DSPY | Tema S&P 500 Historical Weight ETF | 1.2 | 18 | 47 | 5.2 | -1.2 |
VTWV | Vanguard Russell 2000 Value ETF | 1.2 | 10 | 55 | 7.9 | +1.5 |
MILN | Global X Millennial Consumer ETF | 1.2 | 50 | 15 | 3.6 | -2.8 |
SNPE | Xtrackers S&P 500 ESG ETF | 1.2 | 10 | 55 | 5.2 | -1.2 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 1.2 | 24 | 41 | 7.9 | +1.5 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 1.2 | 20 | 45 | 5.1 | -1.3 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 1.2 | 9 | 56 | 4.8 | -1.6 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 1.2 | 25 | 40 | 8.0 | +1.6 |
VB | Vanguard Small-Cap ETF | 1.2 | 5 | 60 | 6.2 | -0.2 |
MTUM | iShares MSCI USA Momentum Factor ETF | 1.1 | 15 | 50 | 3.6 | -2.8 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 1.1 | 7 | 58 | 5.1 | -1.3 |
RSSL | Global X Russell 2000 ETF | 1.1 | 8 | 57 | 4.5 | -1.9 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 1.1 | 12 | 53 | 7.5 | +1.1 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 1.1 | 15 | 50 | 8.0 | +1.6 |
MGK | Vanguard Mega Cap Growth ETF | 1.1 | 7 | 58 | 4.1 | -2.3 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 1.1 | 12 | 53 | 4.5 | -1.9 |
FFLC | Fidelity Fundamental Large Cap Core ETF | 1.1 | 38 | 27 | 4.6 | -1.8 |
ESGV | Vanguard ESG U.S. Stock ETF | 1.1 | 9 | 56 | 4.8 | -1.6 |
DESK | VanEck Office and Commercial REIT ETF | 1.1 | 50 | 15 | 12.9 | +6.6 |
IJR | iShares Core S&P Small Cap ETF | 1.1 | 6 | 59 | 7.9 | +1.5 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 1.1 | 30 | 35 | 6.8 | +0.4 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 1.1 | 4 | 61 | 6.2 | -0.2 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 1.1 | 17 | 48 | 6.0 | -0.4 |
RAFE | PIMCO RAFI ESG U.S. ETF | 1.1 | 29 | 36 | 7.2 | +0.8 |
VUG | Vanguard Growth ETF | 1.1 | 4 | 61 | 4.1 | -2.3 |
XVV | iShares ESG Screened S&P 500 ETF | 1.1 | 8 | 57 | 4.9 | -1.5 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.1 | 9 | 56 | 4.5 | -1.9 |
CGDV | Capital Group Dividend Value ETF | 1.1 | 33 | 32 | 4.6 | -1.8 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 1.1 | 10 | 55 | 6.0 | -0.4 |
USCL | iShares Climate Conscious & Transition MSCI USA ETF | 1.1 | 8 | 57 | 5.1 | -1.3 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 1.1 | 11 | 54 | 5.0 | -1.4 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 1.1 | 7 | 58 | 4.9 | -1.5 |
ILCG | iShares Morningstar Growth ETF | 1.0 | 4 | 61 | 3.8 | -2.6 |
JHML | John Hancock Multifactor Large Cap ETF | 1.0 | 29 | 36 | 5.4 | -1.0 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 1.0 | 9 | 56 | 4.9 | -1.5 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 1.0 | 2 | 63 | 5.0 | -1.4 |
PBUS | Invesco MSCI USA ETF | 1.0 | 4 | 61 | 5.0 | -1.4 |
FDRR | Fidelity Dividend ETF for Rising Rates | 1.0 | 15 | 50 | 7.2 | +0.9 |
PRXG | Praxis Impact Large Cap Growth ETF | 1.0 | 36 | 29 | 4.1 | -2.3 |
JHSC | John Hancock Multifactor Small Cap ETF | 1.0 | 42 | 23 | 6.8 | +0.4 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 1.0 | 15 | 50 | 6.0 | -0.4 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 1.0 | 3 | 62 | 7.9 | +1.5 |
VOTE | TCW Transform 500 ETF | 1.0 | 5 | 60 | 5.0 | -1.4 |
HAPI | Harbor Human Capital Factor US Large Cap ETF | 1.0 | 36 | 29 | 4.9 | -1.5 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 1.0 | 7 | 58 | 7.8 | +1.5 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 1.0 | 0 | 65 | 5.0 | -1.4 |
FELC | Fidelity Enhanced Large Cap Core ETF | 1.0 | 18 | 47 | 5.3 | -1.1 |
ESG | FlexShares Trust FlexShares STOXX US ESG Select Index Fund | 1.0 | 32 | 33 | 5.0 | -1.4 |
FDMO | Fidelity Momentum Factor ETF | 1.0 | 15 | 50 | 3.8 | -2.6 |
FFND | Future Fund Active ETF | 1.0 | 100 | -35 | 4.4 | -2.0 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 1.0 | 39 | 26 | 8.3 | +1.9 |
DIVB | iShares Core Dividend ETF | 1.0 | 5 | 60 | 7.6 | +1.2 |
VXF | Vanguard Extended Market ETF | 1.0 | 5 | 60 | 4.8 | -1.6 |
EQWL | Invesco S&P 100 Equal Weight ETF | 1.0 | 25 | 40 | 6.0 | -0.4 |
SCHX | Schwab U.S. Large-Cap ETF | 1.0 | 3 | 62 | 5.1 | -1.3 |
ILCB | iShares Morningstar U.S. Equity ETF | 1.0 | 3 | 62 | 5.0 | -1.4 |
SCHK | Schwab 1000 Index ETF | 1.0 | 5 | 60 | 5.1 | -1.3 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 1.0 | 20 | 45 | 4.8 | -1.6 |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 1.0 | 3 | 62 | 5.2 | -1.2 |
VONE | Vanguard Russell 1000 ETF | 1.0 | 7 | 58 | 5.0 | -1.4 |
IYY | iShares Dow Jones U.S. ETF | 1.0 | 20 | 45 | 4.9 | -1.5 |
IWB | iShares Russell 1000 ETF | 1.0 | 15 | 50 | 4.9 | -1.5 |
IWX | iShares Russell Top 200 Value ETF | 1.0 | 20 | 45 | 6.3 | -0.1 |
VTI | Vanguard Total Stock Market ETF | 1.0 | 3 | 62 | 5.0 | -1.4 |
VV | Vanguard Large-Cap ETF | 1.0 | 4 | 61 | 4.9 | -1.5 |
SCHB | Schwab U.S. Broad Market ETF | 1.0 | 3 | 62 | 5.1 | -1.3 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 1.0 | 3 | 62 | 5.0 | -1.4 |
IWV | iShares Russell 3000 ETF | 1.0 | 20 | 45 | 4.9 | -1.5 |
VTHR | Vanguard Russell 3000 ETF | 1.0 | 7 | 58 | 5.0 | -1.4 |
SPLG | SPDR Portfolio S&P 500 ETF | 1.0 | 2 | 63 | 5.1 | -1.3 |
IVV | iShares Core S&P 500 ETF | 1.0 | 3 | 62 | 5.0 | -1.4 |
SPY | SPDR S&P 500 ETF Trust | 1.0 | 9 | 56 | 5.0 | -1.4 |
RECS | Columbia Research Enhanced Core ETF | 1.0 | 15 | 50 | 5.8 | -0.6 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 1.0 | 73 | -8 | 11.2 | +4.8 |
PRF | Invesco FTSE RAFI US 1000 ETF | 1.0 | 39 | 26 | 6.9 | +0.5 |
STRV | Strive 500 ETF | 1.0 | 5 | 60 | 4.9 | -1.5 |
VTV | Vanguard Value ETF | 1.0 | 4 | 61 | 6.9 | +0.5 |
VOO | Vanguard S&P 500 ETF | 1.0 | 3 | 62 | 5.1 | -1.3 |
SFY | SoFi Select 500 ETF | 1.0 | 0 | 65 | 4.5 | -1.9 |
TOV | JLens 500 Jewish Advocacy U.S. ETF | 0.9 | 18 | 47 | 4.8 | -1.6 |
ILCV | iShares Morningstar Value ETF | 0.9 | 4 | 61 | 6.7 | +0.3 |
SPGP | Invesco S&P 500 GARP ETF | 0.9 | 34 | 31 | 9.2 | +2.8 |
JOET | Virtus Terranova US Quality Momentum ETF | 0.9 | 29 | 36 | 4.7 | -1.7 |
FDFF | Fidelity Disruptive Finance ETF | 0.9 | 50 | 15 | 4.0 | -2.4 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 0.9 | 29 | 36 | 4.8 | -1.6 |
ETHO | Etho Climate Leadership U.S. ETF | 0.9 | 47 | 18 | 5.4 | -1.0 |
HLGE | Hartford Longevity Economy ETF | 0.9 | 44 | 21 | 6.5 | +0.1 |
FLRG | Fidelity U.S. Multifactor ETF | 0.9 | 15 | 50 | 7.0 | +0.6 |
RVRB | Reverb ETF | 0.9 | 30 | 35 | 4.7 | -1.7 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 0.9 | 59 | 6 | 6.0 | -0.4 |
VLU | SPDR S&P 1500 Value Tilt ETF | 0.9 | 12 | 53 | 7.6 | +1.2 |
FQAL | Fidelity Quality Factor ETF | 0.9 | 15 | 50 | 5.7 | -0.7 |
DTEC | ALPS Disruptive Technologies ETF | 0.9 | 50 | 15 | 3.8 | -2.6 |
ACVF | American Conservative Values ETF | 0.9 | 75 | -10 | 4.4 | -2.0 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 0.9 | 20 | 45 | 7.7 | +1.3 |
REVS | Columbia Research Enhanced Value ETF | 0.8 | 19 | 46 | 7.7 | +1.3 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.8 | 9 | 56 | 5.3 | -1.1 |
FFSM | Fidelity Fundamental Small-Mid Cap ETF | 0.8 | 43 | 22 | 6.3 | -0.1 |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 0.8 | 17 | 48 | 5.9 | -0.5 |
TMFC | Motley Fool 100 Index ETF | 0.8 | 50 | 15 | 3.5 | -2.9 |
KLMT | Invesco MSCI Global Climate 500 ETF | 0.8 | 10 | 55 | 5.9 | -0.5 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 0.8 | 25 | 40 | 5.8 | -0.6 |
SMMD | iShares Russell 2500 ETF | 0.8 | 15 | 50 | 6.4 | +0.0 |
STXG | Strive 1000 Growth ETF | 0.8 | 18 | 47 | 3.9 | -2.5 |
IWM | iShares Russell 2000 ETF | 0.8 | 19 | 46 | 4.6 | -1.8 |
VTWO | Vanguard Russell 2000 ETF | 0.8 | 7 | 58 | 4.6 | -1.8 |
ISMD | Inspire Small/Mid Cap ETF | 0.8 | 54 | 11 | 6.1 | -0.3 |
EGUS | iShares ESG Aware MSCI USA Growth ETF | 0.8 | 18 | 47 | 4.2 | -2.2 |
LGDX | Intech S&P Large Cap Diversified Alpha ETF | 0.8 | 25 | 40 | 5.4 | -1.0 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 0.8 | 60 | 5 | 7.7 | +1.3 |
GSPY | Gotham Enhanced 500 ETF | 0.8 | 50 | 15 | 5.4 | -1.0 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 0.8 | 11 | 54 | 5.1 | -1.3 |
SPMO | Invesco S&P 500 Momentum ETF | 0.8 | 13 | 52 | 3.7 | -2.7 |
TOK | iShares MSCI Kokusai ETF | 0.8 | 26 | 39 | 5.2 | -1.2 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 0.8 | 6 | 59 | 2.9 | -3.5 |
FSMD | Fidelity Small-Mid Multifactor ETF | 0.8 | 15 | 50 | 7.2 | +0.8 |
CSB | VictoryShares US Small Cap High Dividend Volatility Wtd ETF | 0.7 | 35 | 30 | 9.3 | +2.9 |
URTH | iShares MSCI World ETF | 0.7 | 24 | 41 | 5.2 | -1.2 |
LRGC | AB US Large Cap Strategic Equities ETF | 0.7 | 48 | 17 | 4.5 | -1.9 |
QUAL | iShares MSCI USA Quality Factor ETF | 0.7 | 15 | 50 | 5.3 | -1.1 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 0.7 | 25 | 40 | 7.2 | +0.9 |
BSVO | EA Bridgeway Omni Small-Cap Value ETF | 0.7 | 47 | 18 | 9.3 | +2.9 |
GINN | Goldman Sachs Innovate Equity ETF | 0.7 | 52 | 13 | 3.7 | -2.7 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.7 | 20 | 45 | 5.8 | -0.6 |
ISCB | iShares Morningstar Small-Cap ETF | 0.7 | 4 | 61 | 6.2 | -0.2 |
SDY | SPDR S&P Dividend ETF | 0.7 | 35 | 30 | 6.7 | +0.3 |
HLAL | Wahed FTSE USA Shariah ETF | 0.7 | 50 | 15 | 4.9 | -1.5 |
FNDX | Schwab Fundamental US Large Co. Index ETF | 0.7 | 25 | 40 | 7.2 | +0.8 |
SMMV | iShares MSCI USA Small-Cap Min Vol Factor ETF | 0.7 | 20 | 45 | 6.0 | -0.4 |
OPTZ | Optimize Strategy Index ETF | 0.7 | 50 | 15 | 5.0 | -1.4 |
VBR | Vanguard Small Cap Value ETF | 0.7 | 7 | 58 | 9.2 | +2.8 |
EES | WisdomTree U.S. SmallCap Fund | 0.7 | 38 | 27 | 9.1 | +2.7 |
ACWI | iShares MSCI ACWI ETF | 0.7 | 32 | 33 | 5.7 | -0.7 |
ISCV | iShares Morningstar Small Cap Value ETF | 0.7 | 6 | 59 | 9.4 | +3.0 |
JQUA | JPMorgan U.S. Quality Factor ETF | 0.7 | 12 | 53 | 5.9 | -0.5 |
SCHA | Schwab U.S. Small-Cap ETF | 0.6 | 4 | 61 | 6.3 | -0.1 |
FBCV | Fidelity Blue Chip Value ETF | 0.6 | 59 | 6 | 7.5 | +1.1 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 0.6 | 35 | 30 | 13.2 | +6.8 |
DEUS | Xtrackers Russell US Multifactor ETF | 0.6 | 17 | 48 | 7.0 | +0.7 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.6 | 42 | 23 | 5.4 | -1.0 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 0.6 | 61 | 4 | 6.4 | -0.0 |
WLDR | Affinity World Leaders Equity ETF | 0.6 | 67 | -2 | 7.7 | +1.3 |
VT | Vanguard Total World Stock ETF | 0.6 | 6 | 59 | 6.0 | -0.4 |
JVAL | JPMorgan U.S. Value Factor ETF | 0.6 | 12 | 53 | 8.3 | +1.9 |
PRXV | Praxis Impact Large Cap Value ETF | 0.6 | 36 | 29 | 6.6 | +0.2 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.6 | 39 | 26 | 6.6 | +0.2 |
IWL | iShares Russell Top 200 ETF | 0.6 | 15 | 50 | 4.7 | -1.7 |
HDUS | Hartford Disciplined US Equity ETF | 0.6 | 19 | 46 | 5.8 | -0.6 |
CVAR | Cultivar ETF | 0.6 | 87 | -22 | 6.8 | +0.4 |
PDP | Invesco Dorsey Wright Momentum ETF | 0.6 | 62 | 3 | 4.1 | -2.3 |
APUE | ActivePassive U.S. Equity ETF | 0.6 | 45 | 20 | 4.7 | -1.7 |
SMLF | iShares U.S. SmallCap Equity Factor ETF | 0.6 | 15 | 50 | 6.3 | -0.1 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 0.6 | 29 | 36 | 6.5 | +0.1 |
AIEQ | AI Powered Equity ETF | 0.6 | 75 | -10 | 3.8 | -2.6 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 0.6 | 52 | 13 | 6.6 | +0.3 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 0.6 | 49 | 16 | 4.9 | -1.5 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 0.6 | 13 | 52 | 10.1 | +3.7 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 0.6 | 20 | 45 | 6.0 | -0.4 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 0.6 | 20 | 45 | 7.1 | +0.7 |
USMV | iShares MSCI USA Min Vol Factor ETF | 0.6 | 15 | 50 | 5.7 | -0.7 |
ROUS | Hartford Multifactor US Equity ETF | 0.6 | 19 | 46 | 7.2 | +0.8 |
AUSF | Global X Adaptive U.S. Factor ETF | 0.6 | 27 | 38 | 8.8 | +2.4 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 0.5 | 37 | 28 | 6.2 | -0.2 |
TMAT | Main Thematic Innovation ETF | 0.5 | 164 | -99 | -1.4 | -7.8 |
ROSC | Hartford Multifactor Small Cap ETF | 0.5 | 34 | 31 | 9.8 | +3.4 |
EPS | WisdomTree U.S. LargeCap Fund | 0.5 | 8 | 57 | 5.8 | -0.6 |
PFM | Invesco Dividend Achievers ETF | 0.5 | 53 | 12 | 5.3 | -1.1 |
VUSE | Vident U.S. Equity Strategy ETF | 0.5 | 50 | 15 | 4.6 | -1.8 |
MGC | Vanguard Mega Cap ETF | 0.5 | 7 | 58 | 4.7 | -1.7 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.5 | 45 | 20 | 4.5 | -1.9 |
RPV | Invesco S&P 500 Pure Value ETF | 0.5 | 35 | 30 | 10.6 | +4.2 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 0.5 | 15 | 50 | 4.7 | -1.7 |
IJS | iShares S&P Small-Cap 600 Value ETF | 0.5 | 18 | 47 | 10.2 | +3.8 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 0.5 | 39 | 26 | 9.6 | +3.2 |
RCGE | RockCreek Global Equality ETF | 0.5 | 95 | -30 | 6.3 | -0.1 |
GGUS | Marketbeta Russell 1000 Growth Equity ETF | 0.5 | 12 | 53 | 4.6 | -1.8 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 0.5 | 15 | 50 | 10.2 | +3.8 |
FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 0.5 | 30 | 35 | 8.3 | +1.9 |
IWY | iShares Russell Top 200 Growth ETF | 0.5 | 20 | 45 | 4.6 | -1.8 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 0.5 | 10 | 55 | 10.2 | +3.8 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.4 | 15 | 50 | 5.7 | -0.7 |
HWSM | Hotchkis & Wiley SMID Cap Diversified Value ETF | 0.4 | 55 | 10 | 10.3 | +3.9 |
VTWG | Vanguard Russell 2000 Growth ETF | 0.4 | 10 | 55 | 1.5 | -4.9 |
IWO | iShares Russell 2000 Growth ETF | 0.4 | 24 | 41 | 1.4 | -5.0 |
SPDG | SPDR Portfolio S&P Sector Neutral Dividend ETF | 0.4 | 5 | 60 | 8.0 | +1.6 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 0.4 | 9 | 56 | 5.3 | -1.1 |
EZM | WisdomTree U.S. MidCap Fund | 0.4 | 38 | 27 | 9.3 | +2.9 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 0.4 | 31 | 34 | 7.1 | +0.7 |
XMMO | Invesco S&P MidCap Momentum ETF | 0.4 | 34 | 31 | 5.7 | -0.7 |
SMDX | Intech S&P Small-Mid Cap Divers Alp ETF | 0.4 | 35 | 30 | 7.2 | +0.8 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 0.4 | 21 | 44 | 3.8 | -2.6 |
HAPS | Harbor Human Capital Factor US Small Cap ETF | 0.4 | 60 | 5 | 4.2 | -2.2 |
FVAL | Fidelity Value Factor ETF | 0.4 | 15 | 50 | 7.1 | +0.7 |
IUSG | iShares Core S&P U.S. Growth ETF | 0.4 | 4 | 61 | 4.3 | -2.1 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.4 | 49 | 16 | 5.6 | -0.8 |
GQQQ | Astoria US Quality Growth Kings ETF | 0.4 | 35 | 30 | 4.8 | -1.6 |
IVW | iShares S&P 500 Growth ETF | 0.4 | 18 | 47 | 4.0 | -2.4 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.4 | 4 | 61 | 4.2 | -2.2 |
FBCG | Fidelity Blue Chip Growth ETF | 0.4 | 59 | 6 | 2.9 | -3.5 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 0.4 | 50 | 15 | 8.3 | +1.9 |
VOOG | Vanguard S&P 500 Growth ETF | 0.4 | 7 | 58 | 4.2 | -2.2 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.4 | 4 | 61 | 4.0 | -2.4 |
VONG | Vanguard Russell 1000 Growth ETF | 0.4 | 7 | 58 | 4.6 | -1.8 |
IWF | iShares Russell 1000 Growth ETF | 0.4 | 19 | 46 | 4.4 | -2.0 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 0.4 | 15 | 50 | 4.5 | -1.9 |
OALC | OneAscent Large Cap Core ETF | 0.3 | 86 | -21 | 4.1 | -2.3 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.3 | 30 | 35 | 8.3 | +1.9 |
IOO | iShares Global 100 ETF | 0.3 | 41 | 24 | 5.0 | -1.4 |
VLUE | iShares MSCI USA Value Factor ETF | 0.3 | 15 | 50 | 9.7 | +3.3 |
HKND | Humankind US Stock ETF | 0.3 | 11 | 54 | 7.2 | +0.8 |
WTV | WisdomTree US Value Fund of Benef Interest | 0.3 | 12 | 53 | 9.3 | +2.9 |
RWL | Invesco S&P 500 Revenue ETF | 0.3 | 39 | 26 | 6.8 | +0.4 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 0.3 | 14 | 51 | 5.0 | -1.4 |
LRGF | iShares U.S. Equity Factor ETF | 0.3 | 8 | 57 | 5.6 | -0.8 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 0.3 | 15 | 50 | 5.5 | -0.9 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.3 | 39 | 26 | 9.6 | +3.2 |
OEF | iShares S&P 100 ETF | 0.3 | 20 | 45 | 4.6 | -1.8 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.3 | 9 | 56 | 5.9 | -0.5 |
FCFY | First Trust S&P 500 Diversified Free Cash Flow ETF | 0.3 | 60 | 5 | 9.7 | +3.3 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 0.3 | 12 | 53 | 7.5 | +1.1 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.3 | 20 | 45 | 5.9 | -0.5 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.2 | 30 | 35 | 6.1 | -0.3 |
DFSV | Dimensional US Small Cap Value ETF | 0.2 | 31 | 34 | 10.4 | +4.0 |
GVLU | Gotham 1000 Value ETF | 0.2 | 50 | 15 | 8.9 | +2.5 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 0.2 | 60 | 5 | 6.3 | -0.1 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 0.2 | 71 | -6 | 0.5 | -5.9 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.2 | 75 | -10 | 4.1 | -2.3 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 0.2 | 67 | -2 | 10.1 | +3.7 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.2 | 25 | 40 | 6.0 | -0.4 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.2 | 45 | 20 | 6.0 | -0.4 |
QGRO | American Century U.S. Quality Growth ETF | 0.2 | 29 | 36 | 3.6 | -2.8 |
FELG | Fidelity Enhanced Large Cap Growth ETF | 0.2 | 18 | 47 | 4.8 | -1.6 |
CSA | VictoryShares US Small Cap Volatility Wtd ETF | 0.2 | 35 | 30 | 7.8 | +1.4 |
FSST | Fidelity Sustainable U.S. Equity ETF | 0.2 | 59 | 6 | 4.3 | -2.1 |
DGRW | WisdomTree US Quality Dividend Growth Fund | 0.2 | 28 | 37 | 5.5 | -0.9 |
DFAT | Dimensional U.S. Targeted Value ETF | 0.1 | 28 | 37 | 9.5 | +3.1 |
IUS | Invesco RAFI Strategic US ETF | 0.1 | 19 | 46 | 6.8 | +0.4 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.1 | 19 | 46 | 6.4 | +0.0 |
IEDI | iShares U.S. Consumer Focused ETF | 0.1 | 18 | 47 | 5.2 | -1.2 |
VFVA | Vanguard U.S. Value Factor ETF | 0.1 | 13 | 52 | 11.2 | +4.8 |
DFAS | Dimensional U.S. Small Cap ETF | 0.1 | 26 | 39 | 6.6 | +0.2 |
VCR | Vanguard Consumer Discretionary ETF | 0.1 | 9 | 56 | 4.5 | -1.9 |
FDIS | Fidelity MSCI Consumer Discretionary Index ETF | 0.1 | 8 | 57 | 4.6 | -1.8 |
IYC | iShares U.S. Consumer Discretionary ETF | 0.0 | 40 | 25 | 3.8 | -2.6 |
EBI | Longview Advantage ETF | 0.0 | 35 | 30 | 6.7 | +0.3 |
DXUV | Dimensional US Vector Equity ETF | 0.0 | 28 | 37 | 6.3 | -0.1 |
NUMG | Nuveen ESG Mid-Cap Growth ETF | 0.0 | 31 | 34 | 2.5 | -3.9 |
FESM | Fidelity Enhanced Small Cap ETF | 0.0 | 28 | 37 | 7.8 | +1.4 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 0.0 | 17 | 48 | 5.6 | -0.8 |
VYM | Vanguard High Dividend Yield Index ETF | 0.0 | 6 | 59 | 7.2 | +0.8 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 0.0 | 10 | 55 | 5.3 | -1.1 |
DCOR | Dimensional US Core Equity 1 ETF | 0.0 | 14 | 51 | 5.5 | -0.9 |
DFUV | Dimensional US Marketwide Value ETF | 0.0 | 22 | 43 | 7.6 | +1.3 |
DFAU | Dimensional US Core Equity Market ETF | 0.0 | 12 | 53 | 5.1 | -1.3 |
DFUS | Dimensional U.S. Equity ETF | 0.0 | 9 | 56 | 4.9 | -1.5 |
AVSC | Avantis U.S Small Cap Equity ETF | 0.0 | 25 | 40 | 6.0 | -0.4 |
AVUS | Avantis U.S. Equity ETF | 0.0 | 15 | 50 | 5.9 | -0.5 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2024 | 2025E | 2026E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Principal Real Estate Active Opportunities ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
NEUTRAL |
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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