Changebridge Capital Sustainable Equity ETF
ALTAR
Score™		 0.0% info Recommen-
dation		 AVOID
2022E    2023E
P/E
ratio		 -30.1x P/Sales
ratio		 0.7x
P/BV
ratio		 -6.3x Div.
yield		 0.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
CBSE is an actively managed, concentrated portfolio of US-listed stocks that appear fundamentally undervalued and have positive environmental, social and governance attributes as viewed by the fund adviser.

FUND BASICS
Category US Equities
Fund Sponsor Changebridge Capital LLC
Website changebridgefunds.com
Inception date Nov 13, 2020
Assets (mns) $6
Currency USD
Expense ratio 85 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 31
Wgt avg mkt cap (mns) $19,908
Large cap (>$10bn) 21.7%
Mid cap ($2-10bn) 20.6%
Small cap (<$2bn) 52.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
NETFLIX INC 4.6 %
BOWLERO CORP. CLASS A 4.6 %
NEW FORTRESS ENERGY INC. CLASS A 4.5 %
CIVEO CORP 4.4 %
CHESAPEAKE ENERGY CORP 4.2 %
CHART INDUSTRIES INC 4.1 %
CSX CORP 4.0 %
CRITEO SA-SPON ADR 3.6 %
FIRST REPUBLIC BANK/CA 3.5 %
JOINT CORP 3.4 %
Total 40.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 77.7 %
BRAZIL 6.3 %
BERMUDA 3.7 %
BRITAIN 2.9 %
SWITZERLAND 2.6 %
FRANCE 2.2 %
CANADA 1.3 %




HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-13.3% -20.7% -- -- 6.2%

Market Correlations
versus... Beta R-squared
S&P500 0.90 64%
MSCI EAFE 1.02 54%
MSCI Emg. Mkts. 1.08 34%

Technical Indicators
Recent close $21.48
30d moving avg. $23.15
Annualized volatility 20.0%
Short interest (ETF) 0.0%
Relative strength (RSI) 24

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.3%
Bid/Ask (% of price) 0.27%
ADV underlying (mns) $3,385

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 669 potential alternatives to the Changebridge Capital Sustainable Equity ETF ETF based on the alternatives' overlap in portfolio holdings with CBSE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: CBSE Expense: 85 bp ALTAR Score™: 0.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH CBSE
Ticker Fund
Name		 Overlap1
vs CBSE
(%)		 Expense
ratio
(bp)		 Savings
vs CBSE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs CBSE
(%)
BSEA ETFMG Breakwave Sea Decarbonization Tech ETF 8.6 75 10 0.9 +0.9
MBCC Monarch Blue Chips Core ETF 7.4 125 -40 4.6 +4.6
IYC iShares U.S. Consumer Services ETF 6.7 43 42 4.4 +4.4
KGHG KraneShares Global Carbon Transformation ETF 6.6 89 -4 -10.2 -10.2
AQGX AI Quality Growth ETF 6.1 97 -12 5.9 +5.9
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 5.7 40 45 6.6 +6.6
XLP Consumer Staples Select Sector SPDR Fund 5.7 10 75 6.2 +6.2
XDNA Strategic CRISPR & Gene Editing Technology ETF 5.7 78 7 -3.1 -3.1
VDC Vanguard Consumer Staples Index Fund 5.4 10 75 6.3 +6.3
FSTA Fidelity MSCI Consumer Staples Index ETF 5.4 8 77 6.2 +6.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.4 60 25 6.1 +6.1
GBGR Global Beta Momentum-Growth ETF 5.3 29 56 0.9 +0.9
MILN Global X Millennial Consumer ETF 5.3 50 35 3.5 +3.5
NULG Nuveen ESG Large-Cap Growth ETF 5.1 25 60 5.4 +5.4
IBUY Amplify Online Retail ETF 5.1 65 20 0.0 0.0
SPQQ Siren Large Cap Blend Index ETF 5.1 20 65 0.0 0.0
MRAD SmartETFs Advertising & Marketing Technology ETF 5.0 68 17 4.6 +4.6
PNQI Invesco NASDAQ Internet ETF 5.0 60 25 3.5 +3.5
RUFF Alpha Dog ETF 4.7 90 -5 6.1 +6.1
BKUS BNY Mellon Sustainable US Equity ETF 4.7 60 25 6.1 +6.1
KXI iShares Global Consumer Staples ETF 4.6 43 42 5.8 +5.8
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 4.6 40 45 11.1 +11.1
XLC Communication Services Select Sector SPDR Fund 4.6 10 75 10.2 +10.2
CLOU Global X Cloud Computing ETF 4.6 68 17 2.2 +2.2
BNGE First Trust S-Network Streaming and Gaming ETF 4.6 70 15 1.0 +1.0
PBS Invesco Dynamic Media ETF 4.6 63 22 -3.3 -3.3
OND ProShares On-Demand ETF 4.6 58 27 -6.3 -6.3
SUBZ Roundhill Streaming Services & Technology ETF 4.6 75 10 0.0 0.0
VOX Vanguard Telecommunication Services Index Fund 4.5 10 75 9.5 +9.5
FDN First Trust Dow Jones Internet Index Fund 4.3 51 34 3.7 +3.7
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 4.2 86 -1 1.5 +1.5
FTXN First Trust Nasdaq Oil & Gas ETF 4.2 60 25 9.3 +9.3
ALFA AlphaClone Alternative Alpha ETF 4.1 65 20 4.6 +4.6
IEDI iShares Evolved U.S. Discretionary Spending ETF 4.1 18 67 5.4 +5.4
FXN First Trust Energy AlphaDEX Fund 4.1 64 21 6.4 +6.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 4.1 50 35 6.9 +6.9
SHPP Pacer Industrials and Logistics ETF 4.1 60 25 10.8 +10.8
CGGR Capital Group Growth ETF 4.1 39 46 5.3 +5.3
VIRS Pacer BioThreat Strategy ETF 4.0 70 15 8.0 +8.0
SUPL ProShares Supply Chain Logistics ETF 4.0 58 27 17.4 +17.4
NETZ Engine No 1 Transform Climate ETF 4.0 75 10 6.9 +6.9
FTXR First Trust Nasdaq Transportation ETF 4.0 60 25 5.7 +5.7
IYT iShares Transportation Average ETF 4.0 42 43 3.8 +3.8
PZLG Puzzle Mature Growth 4.0 10 75 5.7 +5.7
EMFQ Amplify Emerging Markets FinTech ETF 4.0 69 16 6.6 +6.6
VSL Volshares Large Capital ETF 3.9 65 20 0.0 0.0
QUAL iShares MSCI Usa Quality Factor ETF 3.8 15 70 8.6 +8.6
MEME Roundhill MEME ETF 3.8 69 16 -4.2 -4.2
FCPI Fidelity Stocks for Inflation ETF 3.7 29 56 10.8 +10.8
QYLD Global X NASDAQ 100 Covered Call ETF 3.7 60 25 6.1 +6.1
FCOM Fidelity MSCI Telecommunication Services Index ETF 3.7 8 77 8.3 +8.3
QRMI Global X NASDAQ 100 Risk Managed Income ETF 3.7 60 25 5.6 +5.6
QCLR Global X NASDAQ 100 Collar 95-110 ETF 3.7 60 25 5.5 +5.5
ARVR First Trust Indxx Metaverse ETF 3.6 70 15 6.3 +6.3
FFTY Innovator IBD 50 ETF 3.6 80 5 7.5 +7.5
BICK First Trust BICK Index Fund 3.6 64 21 6.0 +6.0
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 3.6 60 25 6.1 +6.1
PWC Invesco Dynamic Market ETF 3.5 60 25 8.2 +8.2
EWEB Global X Emerging Markets Internet & E-commerce ETF 3.5 65 20 3.8 +3.8
KBWB Invesco KBW Bank ETF 3.5 35 50 12.3 +12.3
IAT iShares U.S. Regional Banks ETF 3.5 41 44 10.7 +10.7
QTR Global X NASDAQ 100 Tail Risk ETF 3.4 60 25 6.0 +6.0
DTEC ALPS Disruptive Technologies ETF 3.4 50 35 4.5 +4.5
QQQ Invesco QQQ Trust 3.4 20 65 6.5 +6.5
QQQM Invesco NASDAQ 100 ETF 3.4 15 70 6.8 +6.8
QQMG Invesco ESG NASDAQ 100 ETF 3.4 20 65 7.1 +7.1
NUSI Nationwide Risk-Managed Income ETF 3.4 68 17 5.2 +5.2
JSML Janus Henderson Small Cap Growth Alpha ETF 3.3 30 55 11.6 +11.6
JHCS John Hancock Multifactor Media & Communications ETF 3.3 40 45 9.8 +9.8
AIQ Global X Future Analytics Tech ETF 3.3 68 17 6.0 +6.0
ECOZ TrueMark ESG Active Opportunities ETF 3.3 58 27 5.7 +5.7
FEMA Procure Disaster Recovery Strategy ETF 3.3 75 10 6.4 +6.4
SFYF SoFi 50 ETF 3.3 29 56 -2.5 -2.5
GNOM Global X Genomics & Biotechnology ETF 3.3 50 35 -8.2 -8.2
XHS SPDR S&P Health Care Services ETF 3.3 35 50 -0.0 -0.0
SHE SPDR SSGA Gender Diversity Index ETF 3.3 20 65 7.1 +7.1
SPHQ Invesco S&P 500 Quality ETF 3.2 15 70 6.9 +6.9
KEMQ Kraneshares Emerging Markets Consumer Technology Index ETF 3.2 60 25 2.1 +2.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 3.2 60 25 7.1 +7.1
PEJ Invesco Dynamic Leisure & Entertainment ETF 3.2 55 30 3.5 +3.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.2 35 50 6.6 +6.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.2 57 28 6.4 +6.4
CLNR IQ Cleaner Transport ETF 3.1 45 40 8.6 +8.6
PAVE Global X U.S. Infrastructure Development ETF 3.1 47 38 8.5 +8.5
GK AdvisorShares Gerber Kawasaki ETF 3.1 81 4 5.4 +5.4
BFTR Future Innovators ETF 3.1 80 5 1.9 +1.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 56 6.4 +6.4
BOSS Global X Founder-Run Companies ETF 3.1 45 40 3.7 +3.7
SAMT Strategas Macro Thematic Opportunities ETF 3.1 65 20 4.1 +4.1
IXP iShares Global Comm Services ETF 3.1 43 42 9.1 +9.1
EQOP Natixis U.S. Equity Opportunities ETF 3.0 85 0 7.3 +7.3
GURU Global X Guru Index ETF 3.0 75 10 2.7 +2.7
SPHB Invesco S&P 500 High Beta ETF 3.0 25 60 4.8 +4.8
ALTL Pacer Lunt Large Cap Alternator ETF 3.0 60 25 6.5 +6.5
AUSF Global X Adaptive U.S. Factor ETF 3.0 27 58 6.9 +6.9
PTH Invesco DWA Healthcare Momentum ETF 3.0 60 25 -5.3 -5.3
GFGF Guru Favorite Stocks ETF 3.0 65 20 7.7 +7.7
FCG First Trust Natural Gas ETF 3.0 60 25 7.7 +7.7
PSL Invesco DWA Consumer Staples Momentum ETF 3.0 60 25 5.9 +5.9
BUZZ VanEck Social Sentiment ETF 2.9 75 10 -0.6 -0.6
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 2.9 75 10 9.1 +9.1
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 2.9 75 10 8.6 +8.6
SDEP SFP Core Equity Strategy 2.9 0 85 7.2 +7.2
MTUM iShares MSCI USA Momentum Factor ETF 2.9 15 70 6.9 +6.9
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 2.9 45 40 6.8 +6.8
RTH VanEck Retail ETF 2.9 35 50 6.7 +6.7
JHMS John Hancock Multifactor Consumer Staples ETF 2.9 40 45 6.5 +6.5
ROCI ROC ETF 2.9 49 36 5.8 +5.8
PWB Invesco Dynamic Large Cap Growth ETF 2.9 56 29 5.2 +5.2
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 2.9 58 27 5.1 +5.1
BUYZ Franklin Disruptive Commerce ETF 2.9 50 35 5.0 +5.0
ACSI American Customer Satisfaction Core Alpha ETF 2.9 65 20 4.6 +4.6
JRNY ALPS Global Travel Beneficiaries ETF 2.9 65 20 1.1 +1.1
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.8 80 5 6.6 +6.6
USAI Pacer American Energy Independence ETF 2.7 75 10 3.3 +3.3
ACVF American Conservative Values ETF 2.7 75 10 6.2 +6.2
ANEW ProShares MSCI Transformational Changes ETF 2.7 45 40 4.9 +4.9
MGK Vanguard Mega Cap Growth ETF 2.7 7 78 5.9 +5.9
XRT SPDR S&P Retail ETF 2.7 35 50 7.5 +7.5
XLI Industrial Select Sector SPDR Fund 2.6 10 75 6.9 +6.9
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.6 45 40 2.3 +2.3
RFFC RiverFront Dynamic US Flex-Cap ETF 2.6 52 33 6.7 +6.7
AVLV Avantis U.S. Large Cap Value ETF 2.6 15 70 10.2 +10.2
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 2.6 49 36 7.5 +7.5
VIG Vanguard Dividend Appreciation Index Fund 2.6 6 79 7.3 +7.3
SIXA 6 Meridian Mega Cap Equity ETF 2.6 82 3 9.3 +9.3
IWFH iShares Virtual Work and Life Multisector ETF 2.5 47 38 -1.4 -1.4
JOET Virtus Terranova US Quality Momentum ETF 2.5 29 56 7.4 +7.4
AOTG AOT Growth and Innovation ETF 2.5 75 10 3.3 +3.3
SBIO ALPS Medical Breakthroughs ETF 2.5 50 35 -4.6 -4.6
ARKG ARK Genomic Revolution ETF 2.5 75 10 -6.0 -6.0
ARKK ARK Innovation ETF 2.5 75 10 -7.4 -7.4
CNCR Loncar Cancer Immunotherapy ETF 2.5 79 6 -7.9 -7.9
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 2.5 84 1 8.3 +8.3
SPMO Invesco S&P 500 Momentum ETF 2.5 13 72 6.8 +6.8
KLCD KFA Large Cap Quality Dividend Index ETF 2.5 42 43 7.7 +7.7
DUHP Dimensional US High Profitability ETF 2.4 22 63 9.5 +9.5
PRN Invesco DWA Industrials Momentum ETF 2.4 60 25 6.4 +6.4
EATZ AdvisorShares Restaurant ETF 2.4 99 -14 4.7 +4.7
IPAY ETFMG Prime Mobile Payments ETF 2.4 75 10 8.7 +8.7
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 2.4 12 73 6.9 +6.9
MGMT Ballast Small/Mid Cap ETF 2.4 110 -25 10.5 +10.5
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 2.4 86 -1 1.9 +1.9
SCHG Schwab U.S. Large-Cap Growth ETF 2.4 4 81 5.4 +5.4
VUG Vanguard Growth Index Fund 2.4 4 81 5.6 +5.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.4 49 36 6.0 +6.0
IUSA Amberwave Invest USA JSG Fund 2.3 67 18 7.3 +7.3
EQWL Invesco Russell Top 200 Equal Weight ETF 2.3 25 60 8.3 +8.3
FTC First Trust Large Cap Growth AlphaDEX Fund 2.3 59 26 6.1 +6.1
FEDX Emles Federal Contractors ETF 2.3 60 25 9.0 +9.0
PEXL Pacer US Export Leaders ETF 2.3 60 25 7.5 +7.5
TMFG Motley Fool Global Opportunities ETF 2.3 85 0 4.9 +4.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.3 95 -10 2.7 +2.7
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 2.3 48 37 8.7 +8.7
FIDU Fidelity MSCI Industrials Index ETF 2.3 8 77 6.9 +6.9
FXD First Trust Consumer Discretionary AlphaDEX Fund 2.2 61 24 10.6 +10.6
DWAS Invesco DWA SmallCap Momentum ETF 2.2 60 25 5.6 +5.6
VIS Vanguard Industrials Index Fund 2.2 10 75 6.6 +6.6
FTCS First Trust Capital Strength ETF 2.2 55 30 7.4 +7.4
JOYY Infusive Compounding Global Equities ETF 2.2 51 34 0.0 0.0
IWY iShares Russell Top 200 Growth ETF 2.2 20 65 6.3 +6.3
XTN SPDR S&P Transportation ETF 2.2 35 50 2.2 +2.2
SUBS Fount Subscription Economy ETF 2.2 70 15 5.9 +5.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.1 19 66 8.3 +8.3
RPG Invesco S&P 500 Pure Growth ETF 2.1 35 50 8.3 +8.3
AIRR First Trust RBA American Industrial Renaissance ETF 2.1 70 15 7.1 +7.1
RWL Invesco S&P 500 Revenue ETF 2.1 39 46 8.1 +8.1
MVP Roundhill Pro Sports Media & Apparel ETF 2.1 75 10 0.0 0.0
XOUT GraniteShares XOUT U.S. Large Cap ETF 2.1 60 25 6.3 +6.3
LUXE Emles Luxury Goods ETF 2.1 60 25 4.5 +4.5
RAYD Rayliant Quantitative Developed Market Equity ETF 2.1 80 5 10.3 +10.3
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 2.1 21 64 4.7 +4.7
SSPY Syntax Stratified LargeCap ETF 2.0 30 55 7.7 +7.7
SPXT ProShares S&P 500 Ex-Technology ETF 2.0 27 58 7.0 +7.0
FTHI First Trust High Income ETF 2.0 85 0 5.1 +5.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.0 65 20 8.0 +8.0
STLG iShares Factors US Growth Style ETF 2.0 25 60 8.7 +8.7
ZGEN Generation Z ETF 2.0 63 22 -6.0 -6.0
PFM Invesco Dividend Achievers ETF 2.0 53 32 7.2 +7.2
TECB iShares US Tech Breakthrough Multisector ETF 2.0 40 45 7.0 +7.0
WWOW Direxion World Without Waste ETF 1.9 50 35 0.2 +0.2
VONG Vanguard Russell 1000 Growth Index Fund 1.9 8 77 6.2 +6.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.9 29 56 6.7 +6.7
OSCV Opus Small Cap Value Plus ETF 1.9 79 6 6.8 +6.8
FTQI First Trust Nasdaq BuyWrite Income ETF 1.9 85 0 4.6 +4.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.9 75 10 11.7 +11.7
DSTL Distillate US Fundamental Stability & Value ETF 1.9 39 46 8.7 +8.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 71 7.0 +7.0
MMLG First Trust Multi-Manager Large Growth ETF 1.9 85 0 3.4 +3.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.9 15 70 7.8 +7.8
JHMI John Hancock Multifactor Industrials ETF 1.8 40 45 7.9 +7.9
IJK iShares S&P Mid-Cap 400 Growth ETF 1.8 17 68 7.6 +7.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.8 15 70 7.6 +7.6
IWF iShares Russell 1000 Growth ETF 1.8 19 66 6.1 +6.1
VCLN Virtus Duff & Phelps Clean Energy ETF 1.8 59 26 0.0 0.0
VOOG Vanguard S&P 500 Growth ETF 1.8 10 75 6.6 +6.6
FLQL Franklin LibertyQ U.S. Equity ETF 1.8 15 70 8.7 +8.7
DINT Davis Select International ETF 1.8 64 21 8.1 +8.1
IPO Renaissance IPO ETF 1.8 60 25 -3.5 -3.5
ISHP First Trust S-Network E-Commerce ETF 1.8 60 25 4.6 +4.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.8 75 10 7.0 +7.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.8 38 47 8.0 +8.0
ILCG iShares Morningstar Growth ETF 1.8 4 81 5.4 +5.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.8 30 55 8.0 +8.0
CLRG IQ Chaikin U.S. Large Cap ETF 1.8 25 60 7.1 +7.1
GENY Principal Millennials Index ETF 1.8 45 40 5.2 +5.2
ADME Aptus Drawdown Managed Equity ETF 1.8 79 6 5.6 +5.6
XES SPDR S&P Oil & Gas Equipment & Services ETF 1.8 35 50 -3.3 -3.3
LVOL American Century Low Volatility ETF 1.8 29 56 6.9 +6.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.8 30 55 10.0 +10.0
BTEC Principal Healthcare Innovators Index ETF 1.8 42 43 -5.0 -5.0
TMFC Motley Fool 100 Index ETF 1.8 50 35 5.5 +5.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.7 48 37 8.3 +8.3
LRGE ClearBridge Large Cap Growth ESG ETF 1.7 59 26 4.8 +4.8
BBC Virtus LifeSci Biotech Clinical Trials ETF 1.7 79 6 0.0 0.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.7 60 25 11.3 +11.3
ESGV Vanguard ESG U.S. Stock ETF 1.7 9 76 6.9 +6.9
VSDA VictoryShares Dividend Accelerator ETF 1.7 35 50 7.6 +7.6
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 73 7.7 +7.7
SFYX Sofi Next 500 ETF 1.7 0 85 6.6 +6.6
HOMZ Hoya Capital Housing ETF 1.7 30 55 11.6 +11.6
BBH VanEck Biotech ETF 1.7 35 50 5.8 +5.8
JMOM JPMorgan U.S. Momentum Factor ETF 1.7 12 73 7.0 +7.0
IUSG iShares Core S&P US Growth ETF 1.7 4 81 6.7 +6.7
CACG ClearBridge All Cap Growth ETF 1.7 53 32 4.9 +4.9
SPXV ProShares S&P 500 Ex-Health Care ETF 1.7 27 58 6.6 +6.6
IVW iShares S&P 500 Growth ETF 1.7 18 67 6.5 +6.5
SPYG SPDR Portfolio S&P 500 Growth ETF 1.7 4 81 6.6 +6.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.7 15 70 8.6 +8.6
GGRW Gabelli Growth Innovators ETF 1.7 90 -5 3.8 +3.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.6 20 65 6.9 +6.9
MGC Vanguard Mega Cap Index Fund 1.6 7 78 6.9 +6.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.6 63 22 5.3 +5.3
RYF Invesco S&P 500 Equal Weight Financials ETF 1.6 40 45 9.8 +9.8
IWL iShares Russell Top 200 ETF 1.6 15 70 6.8 +6.8
JFWD Jacob Forward ETF 1.6 75 10 -12.9 -12.9
XNTK SPDR NYSE Technology ETF 1.6 35 50 6.7 +6.7
FUNL CornerCap Fundametrics Large-Cap ETF 1.6 50 35 9.5 +9.5
IQSU IQ Candriam ESG US Equity ETF 1.6 9 76 6.6 +6.6
XVV iShares ESG Screened S&P 500 ETF 1.6 8 77 7.1 +7.1
XITK SPDR FactSet Innovative Technology ETF 1.6 45 40 -3.9 -3.9
FDMO Fidelity Momentum Factor ETF 1.6 29 56 5.2 +5.2
BKLC BNY Mellon US Large Cap Core Equity ETF 1.6 0 85 6.9 +6.9
NULV Nuveen ESG Large-Cap Value ETF 1.6 25 60 9.3 +9.3
QLV FlexShares US Quality Low Volatility Index Fund 1.6 22 63 6.7 +6.7
PBP Invesco S&P 500 BuyWrite ETF 1.6 49 36 6.4 +6.4
SPXN ProShares S&P 500 Ex-Financials ETF 1.6 27 58 6.7 +6.7
XYLD Global X S&P 500 Covered Call ETF 1.6 60 25 6.5 +6.5
XRMI Global X S&P 500 Risk Managed Income ETF 1.5 60 25 6.1 +6.1
XCLR Global X S&P 500 Collar 95-110 ETF 1.5 60 25 6.0 +6.0
PSCE Invesco S&P SmallCap Energy ETF 1.5 29 56 3.1 +3.1
KRE SPDR S&P Regional Banking ETF 1.5 35 50 10.0 +10.0
TRFM AAM Transformers ETF 1.5 49 36 0.0 0.0
VFQY Vanguard U.S. Quality Factor ETF 1.5 13 72 9.4 +9.4
HEET Hartford Schroders ESG US Equity ETF 1.5 39 46 8.1 +8.1
PSCH Invesco S&P SmallCap Health Care ETF 1.5 29 56 3.6 +3.6
XYLG Global X S&P 500 Covered Call & Growth ETF 1.5 60 25 6.5 +6.5
FDIG Fidelity Crypto Industry and Digital Payments ETF 1.5 39 46 5.6 +5.6
ARKF ARK Fintech Innovation ETF 1.5 75 10 0.0 0.0
SPXE ProShares S&P 500 Ex-Energy ETF 1.5 27 58 6.9 +6.9
AVUS Avantis U.S. Equity ETF 1.5 15 70 8.1 +8.1
VOO VANGUARD S&P 500 ETF 1.5 3 82 7.1 +7.1
XVOL Acruence Active Hedge U.S. Equity ETF 1.5 83 2 6.3 +6.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 65 6.9 +6.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.5 15 70 6.7 +6.7
XTR Global X S&P 500 Tail Risk ETF 1.5 60 25 6.5 +6.5
IYJ iShares U.S. Industrials ETF 1.5 42 43 7.2 +7.2
PDP Invesco DWA Momentum ETF 1.5 62 23 6.3 +6.3
OEF iShares S&P 100 ETF 1.5 20 65 6.8 +6.8
MAGA Point Bridge GOP Stock Tracker ETF 1.5 72 13 7.2 +7.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.5 30 55 8.6 +8.6
ILF iShares Latin America 40 ETF 1.4 48 37 8.3 +8.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 78 6.9 +6.9
RGI Invesco S&P 500 Equal Weight Industrials ETF 1.4 40 45 5.4 +5.4
VFMV Vanguard U.S. Minimum Volatility ETF 1.4 13 72 7.0 +7.0
VV Vanguard Large-Cap Index Fund 1.4 4 81 6.9 +6.9
DTOX Amplify Cleaner Living ETF 1.4 59 26 -0.9 -0.9
IVV iShares Core S&P 500 ETF 1.4 3 82 7.1 +7.1
SPY SPDR S&P 500 ETF Trust 1.4 9 76 7.0 +7.0
SPLG SPDR Portfolio S&P 500 ETF 1.4 3 82 7.1 +7.1
AIEQ AI Powered Equity ETF 1.4 75 10 3.7 +3.7
EXI iShares Global Industrials ETF 1.4 43 42 6.7 +6.7
XHE SPDR S&P Health Care Equipment ETF 1.4 35 50 -0.7 -0.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.4 12 73 6.9 +6.9
IWO iShares Russell 2000 Growth ETF 1.4 24 61 2.2 +2.2
IUS Invesco Strategic US ETF 1.4 19 66 8.6 +8.6
UBCB UBC Algorithmic Fundamentals ETF 1.4 75 10 5.3 +5.3
LGLV SPDR Russell 1000 Low Volatility ETF 1.4 12 73 6.3 +6.3
VSLU Applied Finance Valuation Large Cap ETF 1.4 49 36 8.8 +8.8
VOTE Engine No. 1 Transform 500 ETF 1.4 5 80 6.9 +6.9
DFUV Dimensional US Marketwide Value ETF 1.4 23 62 9.9 +9.9
VTWG Vanguard Russell 2000 Growth Index Fund 1.4 15 70 2.4 +2.4
KRMA Global X Conscious Companies ETF 1.4 43 42 7.4 +7.4
VONE Vanguard Russell 1000 ETF 1.4 8 77 6.9 +6.9
WTV WisdomTree US Value Fund 1.4 12 73 10.7 +10.7
SPTM SPDR Portfolio Total Stock Market ETF 1.4 3 82 7.2 +7.2
SCHX Schwab U.S. Large-Cap ETF 1.4 3 82 6.9 +6.9
QUS SPDR MSCI USA StrategicFactors ETF 1.4 15 70 7.6 +7.6
FBCG Fidelity Blue Chip Growth ETF 1.4 59 26 3.1 +3.1
PBUS Invesco PureBeta MSCI USA ETF 1.4 4 81 6.9 +6.9
IFRA iShares U.S. Infrastructure ETF 1.4 30 55 7.3 +7.3
MOTE VanEck Morningstar ESG Moat ETF 1.4 49 36 7.3 +7.3
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 82 6.9 +6.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 15 70 6.8 +6.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 70 9.3 +9.3
IYY iShares Dow Jones U.S. ETF 1.4 20 65 6.7 +6.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.4 2 83 6.9 +6.9
SCHK Schwab 1000 Index ETF 1.4 5 80 6.9 +6.9
LEAD Siren DIVCON Leaders Dividend ETF 1.3 43 42 9.2 +9.2
VTHR Vanguard Russell 3000 Index Fund 1.3 10 75 6.7 +6.7
VTI Vanguard Total Stock Market Index Fund 1.3 3 82 6.6 +6.6
HHH ETFMG Real Estate Tech ETF 1.3 75 10 0.0 0.0
CGUS Capital Group Core Equity ETF 1.3 33 52 7.1 +7.1
IWB iShares Russell 1000 ETF 1.3 15 70 6.8 +6.8
DFUS Dimensional U.S. Equity ETF 1.3 11 74 7.0 +7.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 46 5.5 +5.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 82 6.7 +6.7
ACIO Aptus Collared Income Opportunity ETF 1.3 79 6 5.9 +5.9
SCHB Schwab U.S. Broad Market ETF 1.3 3 82 6.8 +6.8
IWV iShares Russell 3000 ETF 1.3 20 65 6.6 +6.6
KNGS UPHOLDINGS Compound Kings ETF 1.3 60 25 5.0 +5.0
THNQ ROBO Global Artificial Intelligence ETF 1.3 68 17 3.6 +3.6
FLDZ RiverNorth Volition America Patriot ETF 1.3 76 9 6.7 +6.7
ENTR Entrepreneur 30 Fund 1.3 49 36 4.1 +4.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.3 70 15 5.2 +5.2
BYOB SoFi Be Your Own Boss ETF 1.3 59 26 -7.1 -7.1
FINX Global X FinTech Thematic ETF 1.3 68 17 6.6 +6.6
ROUS Hartford Multifactor US Equity ETF 1.3 19 66 8.6 +8.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.2 9 76 7.5 +7.5
QVML Invesco S&P 500 QVM Multi-factor ETF 1.2 11 74 7.3 +7.3
KBE SPDR S&P Bank ETF 1.2 35 50 11.2 +11.2
WUGI Esoterica NextG Economy ETF 1.2 75 10 3.1 +3.1
XLG Invesco S&P 500 Top 50 ETF 1.2 20 65 6.3 +6.3
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 1.2 127 -42 6.2 +6.2
DFND Siren DIVCON Dividend Defender ETF 1.2 150 -65 7.4 +7.4
TTAC TrimTabs US Free Cash Flow Quality ETF 1.2 59 26 8.0 +8.0
OIH VanEck Oil Services ETF 1.2 35 50 -0.7 -0.7
VOOV Vanguard S&P 500 Value ETF 1.2 10 75 8.0 +8.0
IVE iShares S&P 500 Value ETF 1.2 18 67 7.9 +7.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.2 47 38 6.8 +6.8
SPYV SPDR Portfolio S&P 500 Value ETF 1.2 4 81 8.0 +8.0
PLAT WisdomTree Modern Tech Platforms Fund 1.2 20 65 -0.1 -0.1
FPAG FPA Global Equity ETF 1.2 49 36 7.9 +7.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.2 35 50 9.4 +9.4
AILV Alpha Intelligent - Large Cap Value ETF 1.2 85 0 7.3 +7.3
CTRU ARK Transparency ETF 1.2 55 30 0.0 0.0
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 1.2 25 60 7.5 +7.5
XMLV Invesco S&P MidCap Low Volatility ETF 1.2 25 60 7.5 +7.5
JHML John Hancock Multifactor Large Cap ETF 1.2 29 56 7.3 +7.3
AVDR AVDR US LargeCap Leading ETF 1.2 60 25 0.0 0.0
TPLC Timothy Plan US Large Cap Core ETF 1.2 52 33 6.9 +6.9
DFAU Dimensional US Core Equity Market ETF 1.2 12 73 7.2 +7.2
VFMO Vanguard U.S. Momentum Factor ETF 1.2 13 72 6.7 +6.7
ONLN ProShares Online Retail ETF 1.2 58 27 -23.3 -23.3
VFMF Vanguard U.S. Multifactor ETF 1.1 18 67 10.9 +10.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 76 7.0 +7.0
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 79 1.7 +1.7
IUSV iShares Core S&P U.S. Value ETF 1.1 4 81 8.1 +8.1
EUSA iShares MSCI USA Equal Weighted ETF 1.1 9 76 6.8 +6.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.1 15 70 7.9 +7.9
SIZE iShares MSCI USA Size Factor ETF 1.1 15 70 6.6 +6.6
QWLD SPDR MSCI World StrategicFactors ETF 1.1 30 55 7.4 +7.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 65 8.6 +8.6
SFY SoFi Select 500 ETF 1.1 0 85 6.8 +6.8
RNLC Large Cap US Equity Select ETF 1.1 60 25 8.3 +8.3
RSP Invesco S&P 500 Equal Weight ETF 1.1 20 65 7.5 +7.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 78 6.4 +6.4
JHMC John Hancock Multifactor Consumer Discretionary ETF 1.1 40 45 5.8 +5.8
KOCG FIS Knights of Columbus Global Belief ETF 1.1 75 10 8.7 +8.7
BUL Pacer US Cash Cows Growth ETF 1.1 60 25 11.0 +11.0
FDRR Fidelity Dividend ETF for Rising Rates 1.1 29 56 9.2 +9.2
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.1 47 38 -0.1 -0.1
DFAC Dimensional U.S. Core Equity 2 ETF 1.1 19 66 7.9 +7.9
DGRW WisdomTree U.S. Quality Dividend Growth Fund 1.1 28 57 8.2 +8.2
DGRO iShares Core Dividend Growth ETF 1.1 8 77 8.5 +8.5
JMIN JPMorgan U.S. Minimum Volatility ETF 1.1 12 73 6.6 +6.6
XJH iShares ESG Screened S&P Mid-Cap ETF 1.0 12 73 8.7 +8.7
JAVA JPMorgan Active Value ETF 1.0 44 41 7.7 +7.7
SDGA Impact Shares Sustainable Development Goals Global ETF 1.0 75 10 8.0 +8.0
OALC OneAscent Large Cap Core ETF 1.0 76 9 7.4 +7.4
VOT Vanguard Mid-Cap Growth Index Fund 1.0 7 78 4.9 +4.9
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.0 65 20 8.8 +8.8
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.0 20 65 6.4 +6.4
DWLD Davis Select Worldwide ETF 1.0 62 23 8.3 +8.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.0 9 76 7.2 +7.2
XBI SPDR S&P BIOTECH ETF 1.0 35 50 -4.0 -4.0
ETHO Etho Climate Leadership U.S. ETF 1.0 47 38 5.4 +5.4
TOK iShares MSCI Kokusai ETF 1.0 25 60 6.9 +6.9
IWC iShares Micro-Cap ETF 1.0 60 25 -6.2 -6.2
MXDU Nationwide Maximum Diversification US Core Equity ETF 1.0 34 51 0.0 0.0
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 1.0 69 16 8.7 +8.7
FNDX Schwab Fundamental U.S. Large Co. Index ETF 1.0 25 60 8.8 +8.8
HAPY Harbor Corporate Culture Leaders ETF 1.0 50 35 3.3 +3.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 76 7.2 +7.2
LRGF iShares Edge MSCI Multifactor USA ETF 1.0 8 77 8.1 +8.1
FNDB Schwab Fundamental U.S. Broad Market Index ETF 1.0 25 60 8.7 +8.7
HLGE Hartford Longevity Economy ETF 1.0 44 41 9.5 +9.5
MDY SPDR S&P Midcap 400 ETF Trust 1.0 22 63 8.4 +8.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.0 65 20 0.0 0.0
REVS Columbia Research Enhanced Value ETF 1.0 19 66 10.2 +10.2
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 1.0 17 68 6.4 +6.4
IWM iShares Russell 2000 ETF 1.0 19 66 4.6 +4.6
ILCV iShares Morningstar Value ETF 1.0 4 81 8.7 +8.7
URTH iShares MSCI World ETF 1.0 24 61 7.0 +7.0
IVOO Vanguard S&P Mid-Cap 400 ETF 1.0 10 75 8.7 +8.7
TPYP Tortoise North American Pipeline Fund 1.0 40 45 5.1 +5.1
SPMD SPDR Portfolio Mid Cap ETF 1.0 5 80 8.6 +8.6
NZRO Strategy Shares Halt Climate Change ETF 1.0 95 -10 2.0 +2.0
IJH iShares Core S&P Mid-Cap ETF 0.9 5 80 8.6 +8.6
AFLG First Trust Active Factor Large Cap ETF 0.9 55 30 8.3 +8.3
VTWO Vanguard Russell 2000 Index Fund 0.9 10 75 4.7 +4.7
IGM iShares Expanded Tech Sector ETF 0.9 43 42 6.4 +6.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 65 7.5 +7.5
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.9 35 50 7.6 +7.6
FDG American Century Focused Dynamic Growth ETF 0.9 45 40 3.3 +3.3
ESGU iShares MSCI USA ESG Optimized ETF 0.9 15 70 6.9 +6.9
VBK Vanguard Small-Cap Growth Index Fund 0.9 7 78 2.2 +2.2
FLRG Fidelity U.S. Multifactor ETF 0.9 29 56 9.0 +9.0
IWX iShares Russell Top 200 Value ETF 0.9 20 65 8.5 +8.5
EPS WisdomTree U.S. Earnings 500 Fund 0.9 8 77 8.7 +8.7
JHMF John Hancock Multifactor Financials ETF 0.9 40 45 9.5 +9.5
SUSL iShares ESG MSCI USA Leaders ETF 0.9 10 75 7.0 +7.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.9 10 75 7.0 +7.0
USMF WisdomTree U.S. Multifactor Fund 0.9 28 57 9.5 +9.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 70 9.0 +9.0
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.9 6 79 6.3 +6.3
CSML IQ Chaikin U.S. Small Cap ETF 0.9 35 50 6.8 +6.8
CGDV Capital Group Dividend Value ETF 0.9 33 52 7.4 +7.4
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.9 50 35 3.8 +3.8
ISCB iShares Morningstar Small-Cap ETF 0.9 4 81 5.8 +5.8
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 0.9 15 70 6.9 +6.9
DSI iShares MSCI KLD 400 Social ETF 0.9 25 60 7.1 +7.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.9 20 65 8.1 +8.1
ACWI iShares MSCI ACWI ETF 0.9 32 53 7.2 +7.2
IEZ iShares U.S. Oil Equipment & Services ETF 0.9 41 44 0.2 +0.2
PRF Invesco FTSE RAFI US 1000 ETF 0.8 39 46 8.8 +8.8
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.8 40 45 8.5 +8.5
VLU SPDR S&P 1500 Value Tilt ETF 0.8 12 73 9.4 +9.4
VT Vanguard Total World Stock ETF 0.8 7 78 7.4 +7.4
SQLV Legg Mason Small-Cap Quality Value 0.8 61 24 12.3 +12.3
IUSS Invesco Strategic US Small Company ETF 0.8 23 62 8.0 +8.0
FEX First Trust Large Cap Core AlphaDEX Fund 0.8 59 26 8.7 +8.7
DFAS Dimensional U.S. Small Cap ETF 0.8 28 57 7.9 +7.9
IYG iShares US Financial Services ETF 0.8 42 43 9.4 +9.4
UVDV UVA Dividend Value ETF 0.8 80 5 7.9 +7.9
IHF iShares U.S. Healthcare Providers ETF 0.8 42 43 6.4 +6.4
VONV Vanguard Russell 1000 Value Index Fund 0.8 8 77 8.5 +8.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.8 35 50 11.0 +11.0
IWD iShares Russell 1000 Value ETF 0.8 19 66 8.4 +8.4
TPSC Timothy Plan US Small Cap Core ETF 0.8 52 33 9.5 +9.5
XLF Financial Select Sector SPDR Fund 0.8 10 75 9.5 +9.5
BLES Inspire Global Hope Large Cap ETF 0.8 49 36 7.1 +7.1
BKSE BNY Mellon US Small Cap Core Equity ETF 0.8 4 81 6.5 +6.5
JEPI JPMorgan Equity Premium Income ETF 0.8 35 50 6.4 +6.4
AFSM First Trust Active Factor Small Cap ETF 0.8 77 8 9.8 +9.8
AVSC Avantis U.S Small Cap Equity ETF 0.8 25 60 5.9 +5.9
BFOR Barron's 400 ETF 0.8 70 15 10.4 +10.4
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.8 29 56 9.0 +9.0
FDWM Fidelity Women's Leadership ETF 0.7 59 26 7.0 +7.0
IYF iShares U.S. Financials ETF 0.7 42 43 9.2 +9.2
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.7 35 50 9.7 +9.7
VFLQ Vanguard U.S. Liquidity Factor ETF 0.7 13 72 4.2 +4.2
FDM First Trust Dow Jones Select Microcap Index Fund 0.7 60 25 9.3 +9.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 65 7.2 +7.2
FNX First Trust Mid Cap Core AlphaDEX Fund 0.7 59 26 9.5 +9.5
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.7 17 68 9.1 +9.1
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 0.7 17 68 7.2 +7.2
DIVB iShares U.S. Dividend & Buyback ETF 0.7 25 60 8.9 +8.9
MVPS Amplify Thematic All-Stars ETF 0.7 49 36 2.6 +2.6
LRND IQ U.S. Large Cap R&D Leaders ETF 0.7 14 71 8.4 +8.4
BTHM BlackRock Future U.S. Themes ETF 0.7 60 25 7.3 +7.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 61 9.1 +9.1
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.7 25 60 9.3 +9.3
ERSX ERShares NextGen Entrepreneurs ETF 0.7 75 10 7.5 +7.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.7 49 36 6.3 +6.3
FMIL Fidelity New Millennium ETF 0.7 59 26 7.8 +7.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 75 6.4 +6.4
AILG Alpha Intelligent - Large Cap Growth ETF 0.7 85 0 4.5 +4.5
IBBQ Invesco Nasdaq Biotechnology ETF 0.7 19 66 -0.5 -0.5
VXF Vanguard Extended Market Index Fund 0.7 6 79 4.6 +4.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.7 10 75 6.5 +6.5
NULC Nuveen ESG Large-Cap ETF 0.7 20 65 6.8 +6.8
GSPY Gotham Enhanced 500 ETF 0.7 50 35 7.5 +7.5
FSST Fidelity Sustainability U.S. Equity ETF 0.7 59 26 7.0 +7.0
HYDR Global X Hydrogen ETF 0.7 50 35 -19.6 -19.6
RYLD Global X Russell 2000 Covered Call ETF 0.7 60 25 4.3 +4.3
RBUS Nationwide Risk-Based U.S. Equity ETF 0.7 30 55 0.0 0.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 67 9.2 +9.2
JHMM John Hancock Multifactor Mid Cap ETF 0.7 41 44 7.9 +7.9
AFMC First Trust Active Factor Mid Cap ETF 0.7 65 20 10.7 +10.7
IMCG iShares Morningstar Mid-Cap Growth ETF 0.7 6 79 5.4 +5.4
DLN WisdomTree U.S. LargeCap Dividend Fund 0.6 28 57 8.0 +8.0
FQAL Fidelity Quality Factor ETF 0.6 29 56 8.1 +8.1
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.6 20 65 10.4 +10.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.6 10 75 7.2 +7.2
XT iShares Exponential Technologies ETF 0.6 46 39 4.9 +4.9
VFH Vanguard Financials Index Fund 0.6 10 75 9.9 +9.9
OGIG O'Shares Global Internet Giants ETF 0.6 48 37 0.0 0.0
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 0.6 20 65 7.8 +7.8
FNCL Fidelity MSCI Financials Index ETF 0.6 8 77 10.0 +10.0
FVAL Fidelity Value Factor ETF 0.6 29 56 10.9 +10.9
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.6 30 55 10.8 +10.8
SLT Pacer Salt High truBeta US Market ETF 0.6 60 25 0.0 0.0
JHMH John Hancock Multifactor Healthcare ETF 0.6 40 45 7.8 +7.8
SMDY Syntax Stratified MidCap ETF 0.6 35 50 8.0 +8.0
IWS iShares Russell Mid-Cap Value ETF 0.6 23 62 8.1 +8.1
DTD WisdomTree U.S.Total Dividend Fund 0.6 28 57 8.3 +8.3
SCHA Schwab U.S. Small-Cap ETF 0.6 4 81 6.1 +6.1
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 79 9.7 +9.7
VB Vanguard Small-Cap ETF 0.6 5 80 6.6 +6.6
FTXO First Trust Nasdaq Bank ETF 0.6 60 25 11.6 +11.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.6 12 73 7.7 +7.7
QGRO American Century STOXX U.S. Quality Growth ETF 0.6 29 56 7.1 +7.1
IBB iShares NASDAQ Biotechnology ETF 0.6 45 40 -0.3 -0.3
FDLO Fidelity Low Volatility Factor ETF 0.6 29 56 6.3 +6.3
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.6 40 45 8.4 +8.4
KOMP SPDR Kensho New Economies Composite ETF 0.6 20 65 1.0 +1.0
USXF iShares ESG Advanced MSCI USA ETF 0.6 10 75 7.0 +7.0
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 70 15 3.6 +3.6
TMFX Motley Fool Next Index ETF 0.6 50 35 4.2 +4.2
EES WisdomTree SmallCap Earnings Fund 0.5 38 47 11.9 +11.9
SCHV Schwab U.S. Large-Cap Value ETF 0.5 4 81 8.4 +8.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.5 80 5 7.5 +7.5
WDNA WisdomTree BioRevolution Fund 0.5 45 40 -4.2 -4.2
EZM WisdomTree U.S. MidCap Earnings Fund 0.5 38 47 11.8 +11.8
SNPE Xtrackers S&P 500 ESG ETF 0.5 10 75 7.2 +7.2
EFIV SPDR S&P 500 ESG ETF 0.5 10 75 7.2 +7.2
MGV Vanguard Mega Cap Value ETF 0.5 7 78 8.7 +8.7
WOMN Impact Shares YWCA Women's Empowerment ETF 0.5 75 10 7.1 +7.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.5 61 24 9.9 +9.9
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 43 7.6 +7.6
IMCB iShares Morningstar Mid-Cap ETF 0.5 4 81 7.3 +7.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 81 7.2 +7.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.5 39 46 14.3 +14.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.5 25 60 7.5 +7.5
RECS Columbia Research Enhanced Core ETF 0.5 15 70 8.0 +8.0
IWN iShares Russell 2000 Value ETF 0.5 24 61 6.9 +6.9
VO Vanguard Mid-Cap Index Fund 0.5 4 81 6.9 +6.9
ONEO SPDR Russell 1000 Momentum Focus ETF 0.5 20 65 9.7 +9.7
VTWV Vanguard Russell 2000 Value Index Fund 0.5 15 70 7.0 +7.0
BTEK BlackRock Future Tech ETF 0.5 88 -3 0.8 +0.8
DFAT Dimensional U.S. Targeted Value ETF 0.5 29 56 9.9 +9.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.5 9 76 5.5 +5.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.5 35 50 10.5 +10.5
RYJ Invesco Raymond James SB-1 Equity ETF 0.5 75 10 3.6 +3.6
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 60 11.4 +11.4
IWR iShares Russell Midcap ETF 0.5 19 66 6.9 +6.9
CGGO Capital Group Global Growth Equity ETF 0.5 47 38 5.2 +5.2
PSC Principal U.S. Small Cap Index ETF 0.5 38 47 8.5 +8.5
APXH Apex Healthcare ETF 0.4 90 -5 9.8 +9.8
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.4 25 60 7.4 +7.4
VFVA Vanguard U.S. Value Factor ETF 0.4 13 72 14.3 +14.3
SQEW LeaderShares Equity Skew ETF 0.4 75 10 7.0 +7.0
VTV Vanguard Value Index Fund 0.4 4 81 8.8 +8.8
DFSV Dimensional US Small Cap Value ETF 0.4 31 54 10.0 +10.0
DON WisdomTree U.S. MidCap Dividend Fund 0.4 38 47 9.8 +9.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 73 6.9 +6.9
DEIF Sterling Capital Diverse Multi-Manager Active ETF 0.4 65 20 7.9 +7.9
PBW Invesco WilderHill Clean Energy ETF 0.4 61 24 -8.1 -8.1
IXG iShares Global Financials ETF 0.4 43 42 10.9 +10.9
YPS Arrow Reverse Cap 500 ETF 0.4 29 56 7.4 +7.4
CGXU Capital Group International Focus Equity ETF 0.4 54 31 5.8 +5.8
WRND IQ Global Equity R&D Leaders ETF 0.4 18 67 8.9 +8.9
FSMD Fidelity Small-Mid Factor ETF 0.4 29 56 9.8 +9.8
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.4 35 50 8.9 +8.9
NVQ QRAFT AI-Enhanced US Next Value ETF 0.4 75 10 11.8 +11.8
SVAL iShares US Small Cap Value Factor ETF 0.4 20 65 12.2 +12.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 79 9.3 +9.3
ISMD Inspire Small/Mid Cap Impact ETF 0.4 48 37 7.6 +7.6
VDNI V-Shares US Leadership Diversity ETF 0.4 29 56 7.4 +7.4
HLAL Wahed FTSE USA Shariah ETF 0.4 50 35 6.4 +6.4
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.4 82 3 6.9 +6.9
INNO Harbor Disruptive Innovation ETF 0.4 75 10 -3.8 -3.8
VBR Vanguard Small Cap Value Index Fund 0.4 7 78 9.6 +9.6
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.4 35 50 9.3 +9.3
BOTZ Global X Robotics & Artificial Intelligence ETF 0.4 68 17 3.4 +3.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 61 9.1 +9.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 46 11.4 +11.4
COWZ Pacer US Cash Cows 100 ETF 0.3 49 36 13.7 +13.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.3 49 36 6.9 +6.9
JHME John Hancock Multifactor Energy ETF 0.3 40 45 6.4 +6.4
VCR Vanguard Consumer Discretionary Index Fund 0.3 10 75 5.7 +5.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.3 8 77 5.6 +5.6
ESIX SPDR S&P SmallCap 600 ESG ETF 0.3 12 73 9.2 +9.2
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.3 15 70 9.1 +9.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 46 10.9 +10.9
SMMD iShares Russell 2500 ETF 0.3 15 70 6.7 +6.7
HKND Humankind US Stock ETF 0.3 11 74 8.5 +8.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 56 8.5 +8.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 52 33 6.1 +6.1
DGT SPDR Global Dow ETF 0.3 50 35 9.2 +9.2
ESG FlexShares STOXX US ESG Impact Index Fund 0.3 32 53 6.8 +6.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 65 7.1 +7.1
SSLY Syntax Stratified SmallCap ETF 0.3 40 45 8.1 +8.1
RNSC Small Cap US Equity Select ETF 0.3 60 25 11.1 +11.1
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 81 7.4 +7.4
GVLU Gotham 1000 Value ETF 0.3 50 35 11.6 +11.6
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 73 8.5 +8.5
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 24 11.2 +11.2
IETC iShares Evolved U.S. Technology ETF 0.3 18 67 6.3 +6.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.3 20 65 9.2 +9.2
FPX First Trust US IPO Index Fund 0.3 57 28 3.2 +3.2
IJT iShares S&P Small-Cap 600 Growth ETF 0.3 18 67 8.7 +8.7
SLYG SPDR S&P 600 Small Cap Growth ETF 0.3 15 70 8.7 +8.7
BOUT Innovator IBD Breakout Opportunities ETF 0.3 84 1 5.3 +5.3
RNMC Mid Cap US Equity Select ETF 0.3 60 25 9.2 +9.2
NUSC Nuveen ESG Small-Cap ETF 0.3 30 55 6.4 +6.4
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.3 35 50 6.9 +6.9
IJR iShares Core S&P Small Cap ETF 0.3 6 79 8.8 +8.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.3 16 69 8.6 +8.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 46 8.3 +8.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.2 5 80 8.8 +8.8
SLY SPDR S&P 600 Small Cap ETF 0.2 15 70 8.7 +8.7
VIOO Vanguard S&P Small-Cap 600 ETF 0.2 10 75 8.7 +8.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 50 9.3 +9.3
SLYV SPDR S&P 600 Small Cap Value ETF 0.2 15 70 9.0 +9.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 15 70 9.1 +9.1
IJS iShares S&P Small-cap 600 Value ETF 0.2 18 67 9.0 +9.0
VEGN US Vegan Climate ETF 0.2 60 25 6.8 +6.8
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 73 10.8 +10.8
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.2 19 66 9.3 +9.3
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.2 42 43 7.1 +7.1
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 62 5.3 +5.3
FHLC Fidelity MSCI Health Care Index ETF 0.2 8 77 6.8 +6.8
VHT Vanguard Health Care Index Fund 0.2 10 75 6.9 +6.9
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.2 36 49 8.6 +8.6
IYE iShares U.S. Energy ETF 0.2 41 44 6.1 +6.1
ROSC Hartford Multifactor Small Cap ETF 0.2 34 51 12.3 +12.3
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.2 47 38 5.4 +5.4
RAYS Global X Solar ETF 0.1 50 35 2.3 +2.3
VUSE Vident Core US Equity Fund 0.1 50 35 12.0 +12.0
VALQ American Century STOXX U.S. Quality Value ETF 0.1 29 56 11.8 +11.8
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.1 38 47 11.4 +11.4
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 71 14 16.8 +16.8
IHI iShares U.S. Medical Devices ETF 0.1 41 44 5.0 +5.0
ISEM Invesco RAFI Strategic Emerging Markets ETF 0.1 35 50 15.4 +15.4
RESP WisdomTree US ESG Fund of Benef Interest 0.1 28 57 8.7 +8.7
MDYV SPDR S&P 400 Mid Cap Value ETF 0.1 15 70 9.5 +9.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.1 15 70 9.5 +9.5
IGE iShares North American Natural Resources ETF 0.1 43 42 6.5 +6.5
AVES Avantis Emerging Markets Value ETF 0.1 36 49 16.7 +16.7
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 70 10.3 +10.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.1 18 67 9.5 +9.5
QLC FlexShares US Quality Large Cap Index Fund 0.1 32 53 8.0 +8.0
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 65 11.5 +11.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.1 38 47 10.6 +10.6
IYR iShares U.S. Real Estate ETF 0.1 41 44 7.0 +7.0
XSMO Invesco S&P SmallCap Momentum ETF 0.1 39 46 10.7 +10.7
FREL Fidelity MSCI Real Estate Index ETF 0.1 9 77 7.0 +7.0
QDYN FlexShares Quality Dividend Dynamic Index Fund 0.1 37 48 9.9 +9.9
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 49 9.3 +9.3
RAFE PIMCO RAFI ESG U.S. ETF 0.1 30 55 9.8 +9.8
SPEM SPDR Portfolio Emerging Markets ETF 0.1 11 74 9.5 +9.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 70 9.4 +9.4
VNQ Vanguard REIT Index Fund 0.1 12 73 7.1 +7.1
JHEM John Hancock Multifactor Emerging Markets ETF 0.1 49 36 10.6 +10.6
AVEM Avantis Emerging Markets Equity ETF 0.1 33 52 12.1 +12.1
VDE Vanguard Energy Index Fund 0.1 10 75 6.4 +6.4
FENY Fidelity MSCI Energy Index ETF 0.1 8 77 6.4 +6.4
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -4 7.1 +7.1
HAP VanEck Natural Resources ETF 0.0 49 36 8.7 +8.7
IXN iShares Global Tech ETF 0.0 43 42 6.6 +6.6
QDEF FlexShares Quality Dividend Defensive Index Fund 0.0 37 48 8.5 +8.5
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.0 23 62 10.0 +10.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 4 81 8.3 +8.3
GWX SPDR S&P International Small Cap ETF 0.0 40 45 5.6 +5.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.0 69 16 12.9 +12.9
QDF FlexShares Quality Dividend Index Fund 0.0 37 48 9.1 +9.1
STLV iShares Factors US Value Style ETF 0.0 25 60 11.2 +11.2

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

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RESULTS & ESTIMATES

  2017 2018 2019 2020 2021 2022E 2023E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Changebridge Capital Sustainable Equity ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 5.0 %
Divided by: Fwd. P/BV -7.1 x
Less: Expense ratio 85 bp
Equals: ALTAR Score 0.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.38 CATEGORY
AVERAGE		 1.49
 
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.