Carbon Collective Climate Solutions US Equity ETF
ALTAR
Score™
0.9% info Recommen-
dation
AVOID
2025E    2026E
P/E
ratio
61.6x P/Sales
ratio
2.7x
P/BV
ratio
4.2x Div.
yield
0.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
CCSO is an actively managed fund that invests in US-listed companies who are focused on building solutions to properly address climate change.

FUND BASICS
Category US Equities
Fund Sponsor Toroso Investments
Website www.carboncollectivefunds.com/
Inception date Sep 20, 2022
Assets (mns) $46
Currency USD
Expense ratio 35 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 106
Wgt avg mkt cap (mns) $47,174
Large cap (>$10bn) 75.7%
Mid cap ($2-10bn) 11.4%
Small cap (<$2bn) 8.2%
Developed mkts 92.9%
Emerging mkts 7.1%

TOP TEN HOLDINGS
NUCOR CORP 5.1 %
REPUBLIC SERVICES INC 4.9 %
JOHNSON CONTROLS INTERNATIONAL PLC 4.8 %
WASTE MANAGEMENT INC 4.6 %
CARRIER GLOBAL CORP. 4.6 %
SOUTHERN COPPER CORP 4.5 %
QUANTA SERVICES INC 4.1 %
CAMECO CORP 3.9 %
GE VERONA 3.9 %
ENLIGHT RENEWABLE ENERGY LTD 3.4 %
Total 43.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 72.5 %
CANADA 8.2 %
IRELAND 4.8 %
CHINA 4.1 %
ISRAEL 3.4 %
INDIA 0.2 %
COLOMBIA 0.2 %
SWEDEN 0.0 %
BRITAIN 0.0 %


HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
18.7% 36.5% -- -- 12.1%

Market Correlations
versus... Beta R-squared
S&P500 1.36 57%
MSCI EAFE 0.98 48%
MSCI Emg. Mkts. 0.77 52%

Technical Indicators
Recent close $27.70
30d moving avg. $28.47
Annualized volatility 23.6%
Short interest (ETF) 0.2%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.2%
Bid/Ask (% of price) 0.23%
ADV underlying (mns) $41,942

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 968 potential alternatives to the Carbon Collective Climate Solutions US Equity ETF ETF based on the alternatives' overlap in portfolio holdings with CCSO. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: CCSO Expense: 35 bp ALTAR Score™: 0.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH CCSO
Ticker Fund
Name
Overlap1
vs CCSO
(%)
Expense
ratio
(bp)
Savings
vs CCSO
(bp)
ALTAR
Score™
(%)
ALTAR
vs CCSO
(%)
POWR iShares U.S. Power Infrastructure ETF 18.0 40 -5 3.9 +3.0
PBW Invesco WilderHill Clean Energy ETF 16.7 66 -31 -2.8 -3.7
PAVE Global X U.S. Infrastructure Development ETF 16.3 47 -12 4.0 +3.1
FRNW Fidelity Clean Energy ETF 15.7 39 -4 1.9 +0.9
SMOG VanEck Low Carbon Energy ETF 15.5 61 -26 1.2 +0.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 14.5 58 -23 3.4 +2.5
HWAY Themes US Infrastructure ETF 13.8 29 6 4.4 +3.5
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 13.7 58 -23 -1.7 -2.6
MID American Century Mid Cap Growth Impact ETF 13.3 45 -10 3.0 +2.0
POW VistaShares Electrification Supercycle ETF 13.0 75 -40 1.9 +1.0
FIDU Fidelity MSCI Industrial Index ETF 12.4 8 27 3.5 +2.6
VOLT Tema Electrification ETF 12.1 75 -40 2.2 +1.3
EVX VanEck Environmental Services ETF 12.0 55 -20 4.0 +3.0
CNRG State Street SPDR S&P Kensho Clean Power ETF 11.9 45 -10 -0.1 -1.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 11.8 39 -4 1.1 +0.2
XLI Industrial Select Sector SPDR 11.7 8 27 3.5 +2.6
NETZ TCW Transform Systems ETF 11.6 75 -40 1.2 +0.3
FXZ First Trust Materials AlphaDEX Fund 11.6 61 -26 6.8 +5.9
SGRT SMART Earnings Growth 30 ETF 11.6 59 -24 2.2 +1.3
VIS Vanguard Industrials ETF 11.5 9 26 3.5 +2.6
ACES ALPS Clean Energy ETF 11.4 55 -20 -2.6 -3.5
PKB Invesco Building & Construction ETF 11.4 62 -27 3.3 +2.4
ETEC iShares Breakthrough Environmental Solutions ETF 11.1 47 -12 2.7 +1.8
IFRA iShares U.S. Infrastructure ETF 11.0 30 5 5.4 +4.4
XHB State Street SPDR S&P Homebuilders ETF 10.9 35 0 10.1 +9.2
TAN Invesco Solar ETF 10.8 67 -32 4.3 +3.4
XME State Street SPDR S&P Metals & Mining ETF 10.8 35 0 5.6 +4.7
ZAP Global X U.S. Electrification ETF 10.7 50 -15 3.2 +2.3
VCLN Virtus Duff & Phelps Clean Energy ETF 10.6 59 -24 2.3 +1.4
IYM iShares U.S. Basic Materials ETF 10.6 40 -5 4.6 +3.7
RBLD First Trust Alerian US NextGen Infrastructure ETF 10.6 65 -30 3.8 +2.8
GPT Intelligent Alpha Atlas ETF 10.5 69 -34 6.1 +5.2
PBD Invesco Global Clean Energy ETF 10.1 75 -40 0.3 -0.7
ERTH Invesco MSCI Sustainable Future ETF 10.1 62 -27 3.2 +2.3
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 10.0 45 -10 4.3 +3.4
NUKZ Range Nuclear Renaissance Index ETF 9.7 85 -50 1.3 +0.4
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 9.3 79 -44 3.7 +2.7
MADE iShares U.S. Manufacturing ETF 9.2 40 -5 3.3 +2.4
SLX VanEck Steel ETF 9.1 56 -21 10.8 +9.9
DGLO First Trust RBA Deglobalization ETF 8.9 70 -35 5.3 +4.4
RSPN Invesco S&P 500 Equal Weight Industrials ETF 8.8 40 -5 4.4 +3.5
TNUK Tortoise Nuclear Renaissance ETF 8.5 75 -40 0.8 -0.2
ICLN iShares Global Clean Energy ETF 8.5 41 -6 1.7 +0.8
TCAI Tortoise AI Infrastructure ETF 8.5 65 -30 1.1 +0.1
XLB Materials Select Sector SPDR 8.4 8 27 5.4 +4.5
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 8.4 75 -40 1.8 +0.9
NUMG Nuveen ESG Mid-Cap Growth ETF 8.3 31 4 1.8 +0.9
LEAD Siren DIVCON Leaders Dividend ETF 8.1 43 -8 3.5 +2.6
GK AdvisorShares Gerber Kawasaki ETF 8.1 75 -40 1.4 +0.5
IYJ iShares U.S. Industrials ETF 8.0 40 -5 3.9 +3.0
IDU iShares U.S. Utilities ETF 7.6 40 -5 4.3 +3.4
IQM Franklin Intelligent Machines ETF 7.6 50 -15 1.0 +0.1
PICK iShares MSCI Global Metals & Mining Producers ETF 7.6 39 -4 8.5 +7.6
AFOS ARS Focused Opportunities Strategy ETF 7.6 45 -10 1.9 +1.0
VAW Vanguard Materials ETF 7.6 9 26 5.1 +4.1
CTEC Global X CleanTech ETF 7.6 50 -15 -0.1 -1.0
URAN Themes Uranium & Nuclear ETF 7.3 35 0 1.1 +0.2
URA Global X Uranium ETF 7.3 69 -34 0.9 -0.0
SAMM Strategas Macro Momentum ETF 7.2 66 -31 3.7 +2.8
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 7.1 61 -26 5.8 +4.9
SAMT Strategas Macro Thematic Opportunities ETF 7.1 65 -30 2.3 +1.4
RSPM Invesco S&P 500 Equal Weight Materials ETF 7.0 40 -5 5.6 +4.7
PRN Invesco Dorsey Wright Industrials Momentum ETF 7.0 60 -25 1.0 +0.1
BGDV Bahl & Gaynor Dividend ETF 6.9 45 -10 3.9 +3.0
TMFX Motley Fool Next Index ETF 6.9 50 -15 3.0 +2.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 6.8 20 15 0.8 -0.1
TAX Cambria Tax Aware ETF 6.8 49 -14 4.0 +3.1
OCEN IQ Clean Oceans ETF 6.7 45 -10 4.6 +3.7
EXI iShares Global Industrials ETF 6.7 42 -7 3.5 +2.6
TXS Texas Capital Texas Equity Index ETF 6.7 49 -14 5.0 +4.1
FMAT Fidelity MSCI Materials Index ETF 6.6 8 27 5.0 +4.1
FPX First Trust US Equity Opportunities ETF 6.5 61 -26 0.7 -0.2
FAN First Trust Global Wind Energy ETF 6.4 60 -25 2.9 +1.9
FTWO Strive FAANG 2.0 ETF 6.4 49 -14 4.0 +3.1
VFMO Vanguard U.S. Momentum Factor ETF 6.4 13 22 1.6 +0.7
XMHQ Invesco S&P MidCap Quality ETF 6.3 25 10 6.0 +5.0
FTC First Trust Large Cap Growth AlphaDEX Fund 6.2 59 -24 1.7 +0.8
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 5.8 45 -10 -1.4 -2.3
PTL Inspire 500 ETF 5.8 9 26 4.4 +3.5
NANR SPDR S&P North American Natural Resources ETF 5.6 35 0 6.9 +6.0
FMTM MarketDesk Focused U.S. Momentum ETF 5.6 45 -10 4.5 +3.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 5.5 35 0 6.2 +5.3
RNRG Global X Renewable Energy Producers ETF 5.5 66 -31 4.5 +3.6
CLNR IQ Cleaner Transport ETF 5.4 45 -10 3.9 +3.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 5.4 35 0 4.3 +3.4
NUMV Nuveen ESG Mid-Cap Value ETF 5.4 31 4 5.5 +4.6
IMCG iShares Morningstar Mid-Cap Growth ETF 5.3 6 29 3.2 +2.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 5.2 15 20 3.8 +2.9
DSTL Distillate US Fundamental Stability & Value ETF 5.2 39 -4 8.0 +7.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.2 20 15 4.6 +3.7
FSST Fidelity Sustainable U.S. Equity ETF 5.1 59 -24 3.5 +2.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 5.1 64 -29 1.2 +0.3
ABFL Abacus FCF Leaders ETF 5.1 59 -24 3.7 +2.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 5.0 49 -14 4.6 +3.7
COPX Global X Copper Miners ETF 5.0 65 -30 4.6 +3.7
CCNR ALPS CoreCommodity Natural Resources ETF 4.9 39 -4 8.7 +7.8
JOET Virtus Terranova US Quality Momentum ETF 4.9 29 6 3.7 +2.8
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.9 85 -50 4.1 +3.1
VBK Vanguard Small-Cap Growth ETF 4.8 7 28 1.2 +0.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 4.8 15 20 5.0 +4.1
IVES Wedbush ETFMG Global Cloud Technology ETF 4.7 68 -33 3.7 +2.8
BIBL Inspire 100 ETF 4.7 35 0 4.0 +3.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.7 15 20 6.6 +5.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.7 58 -23 5.0 +4.1
TMAT Main Thematic Innovation ETF 4.7 164 -129 -1.9 -2.8
MTUM iShares MSCI USA Momentum Factor ETF 4.7 15 20 2.2 +1.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.7 10 25 4.0 +3.1
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 4.7 15 20 4.0 +3.1
YNOT Horizon Digital Frontier ETF 4.6 75 -40 2.6 +1.7
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 4.6 49 -14 6.3 +5.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.6 52 -17 4.9 +3.9
CHGX AXS Change Finance ESG ETF 4.5 49 -14 4.2 +3.3
IJK iShares S&P Mid-Cap 400 Growth ETF 4.5 17 18 4.0 +3.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 4.5 39 -4 4.1 +3.1
DTEC ALPS Disruptive Technologies ETF 4.5 50 -15 3.8 +2.9
EPU iShares MSCI Peru and Global Exposure ETF 4.5 59 -24 4.6 +3.6
STRN SMART Trend 25 ETF 4.5 59 -24 2.3 +1.4
LIVR Intelligent Livermore ETF 4.5 69 -34 3.0 +2.1
ITEQ BlueStar Israel Technology ETF 4.5 75 -40 1.2 +0.2
YALL God Bless America ETF 4.5 65 -30 4.5 +3.6
AIRR First Trust RBA American Industrial Renaissance ETF 4.4 70 -35 3.3 +2.4
BRIF FIS Bright Portfolios Focused Equity ETF 4.4 65 -30 3.3 +2.4
FMDE Fidelity Enhanced Mid Cap ETF 4.4 23 12 5.3 +4.4
POWA Invesco Bloomberg Pricing Power ETF 4.3 40 -5 5.8 +4.9
NULG Nuveen ESG Large-Cap Growth ETF 4.3 26 9 2.8 +1.9
CZA Invesco Zacks Mid-Cap ETF 4.3 72 -37 5.8 +4.9
XJH iShares ESG Screened S&P Mid-Cap ETF 4.3 12 23 5.8 +4.9
TRFM AAM Transformers ETF 4.3 49 -14 0.9 0.0
AVMC Avantis U.S. Mid Cap Equity ETF 4.3 18 17 5.9 +5.0
GMET VanEck Green Metals ETF 4.3 63 -28 0.5 -0.4
SETM Sprott Energy Transition Materials ETF 4.2 65 -30 1.8 +0.9
PGJ Invesco Golden Dragon China ETF 4.2 70 -35 16.8 +15.9
RJDI RJ Eagle Dividend Select Income ETF 4.2 55 -20 4.5 +3.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 4.2 60 -25 6.4 +5.5
PDP Invesco Dorsey Wright Momentum ETF 4.2 62 -27 1.4 +0.5
USMF WisdomTree U.S. Multifactor Fund 4.2 28 7 6.4 +5.5
NUSC Nuveen ESG Small-Cap ETF 4.2 31 4 4.8 +3.9
GRNY Fundstrat Granny Shots US Large Cap ETF 4.2 75 -40 2.2 +1.3
MOTO SmartETFs Smart Transportation & Technology ETF 4.1 68 -33 5.3 +4.4
USSE Segall Bryant & Hamill Select Equity ETF 4.1 65 -30 3.0 +2.0
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 4.1 60 -25 4.1 +3.2
STXM Strive Mid-Cap ETF 4.1 18 17 5.9 +5.0
FMKT The Free Markets ETF 4.1 76 -41 4.2 +3.3
FXU First Trust Utilities AlphaDEX Fund 4.1 64 -29 5.2 +4.3
MDY SPDR S&P Midcap 400 ETF Trust 4.0 23 12 5.8 +4.9
TPHD Timothy Plan High Dividend Stock ETF 4.0 52 -17 6.0 +5.1
ICOP iShares Copper and Metals Mining ETF 4.0 47 -12 6.0 +5.1
FEX First Trust Large Cap Core AlphaDEX Fund 4.0 59 -24 4.8 +3.9
BOUT Innovator IBD Breakout Opportunities ETF 4.0 81 -46 2.7 +1.8
USMV iShares MSCI USA Min Vol Factor ETF 4.0 15 20 5.4 +4.5
AGIQ Sofi Agentic AI ETF 3.9 69 -34 7.1 +6.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.9 85 -50 3.0 +2.1
XJR iShares ESG Screened S&P Small-Cap ETF 3.9 12 23 5.9 +5.0
GGRW Gabelli Growth Innovators ETF 3.9 90 -55 2.0 +1.1
IWFG IQ Winslow Focused Large Cap Growth ETF 3.9 65 -30 2.2 +1.3
DARP Grizzle Growth ETF 3.9 75 -40 1.7 +0.7
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 3.9 15 20 3.5 +2.6
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 3.9 3 32 6.0 +5.1
IJT iShares S&P Small-Cap 600 Growth ETF 3.9 18 17 3.5 +2.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.9 70 -35 1.9 +1.0
IVOO Vanguard S&P Mid-Cap 400 ETF 3.9 7 28 5.9 +5.0
CBSE Clough Select Equity ETF 3.8 85 -50 0.3 -0.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.8 24 11 5.8 +4.9
ETHO Etho Climate Leadership U.S. ETF 3.8 47 -12 4.1 +3.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 3.8 20 15 5.9 +5.0
IWO iShares Russell 2000 Growth ETF 3.8 24 11 0.5 -0.5
PHO Invesco Water Resources ETF 3.8 60 -25 5.0 +4.1
FIW First Trust Water ETF 3.8 53 -18 5.0 +4.1
IJH iShares Core S&P Mid-Cap ETF 3.8 5 30 5.9 +5.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.8 17 18 4.8 +3.9
SDG iShares MSCI Global Sustainable Development Goals ETF 3.8 49 -14 4.6 +3.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.8 39 -4 2.2 +1.3
RSSL Global X Russell 2000 ETF 3.8 8 27 2.6 +1.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.8 10 25 3.4 +2.5
HYP Golden Eagle Dynamic Hypergrowth ETF 3.8 85 -50 -0.8 -1.7
BATT Amplify Lithium & Battery Technology ETF 3.7 59 -24 1.9 +1.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.7 7 28 5.1 +4.2
JHMM John Hancock Multifactor Mid Cap ETF 3.7 42 -7 5.3 +4.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.6 15 20 6.4 +5.5
IMCB iShares Morningstar Mid-Cap ETF 3.6 4 31 5.1 +4.2
ZIG Acquirers Fund 3.6 84 -49 20.8 +19.9
VOE Vanguard Mid-Cap Value ETF 3.6 7 28 6.7 +5.8
BUL Pacer US Cash Cows Growth ETF 3.6 60 -25 3.4 +2.5
PSET Principal Quality ETF 3.6 15 20 5.0 +4.1
ISMD Inspire Small/Mid Cap ETF 3.6 54 -19 4.8 +3.9
FCLD Fidelity Cloud Computing ETF 3.6 39 -4 3.1 +2.2
FPWR First Trust EIP Power Solutions ETF 3.6 96 -61 4.3 +3.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.6 39 -4 3.4 +2.5
CALF Pacer US Small Cap Cash Cows 100 ETF 3.6 59 -24 9.1 +8.1
VB Vanguard Small-Cap ETF 3.5 5 30 5.1 +4.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.5 4 31 5.5 +4.6
TEXN iShares Texas Equity ETF 3.5 20 15 5.1 +4.2
OPTZ Optimize Strategy Index ETF 3.5 50 -15 3.2 +2.3
DBSC Deepwater Beachfront Small Cap ETF 3.5 85 -50 1.2 +0.2
SRVR Pacer Data & Infrastructure Real Estate ETF 3.5 55 -20 3.9 +3.0
CGW Invesco S&P Global Water Index ETF 3.5 57 -22 4.5 +3.6
ARKQ ARK Autonomous Technology & Robotics ETF 3.5 75 -40 1.0 +0.0
MXI iShares Global Materials ETF 3.5 41 -6 6.2 +5.3
GNR SPDR S&P Global Natural Resources ETF 3.5 40 -5 9.1 +8.2
OTGL OTG Latin America ETF 3.5 269 -234 8.0 +7.1
ISCG iShares Morningstar Small-Cap Growth ETF 3.5 6 29 2.7 +1.7
IWM iShares Russell 2000 ETF 3.5 19 16 2.5 +1.6
AGMI Themes Silver Miners ETF 3.5 35 0 4.6 +3.7
VXF Vanguard Extended Market ETF 3.5 5 30 3.6 +2.7
JHSC John Hancock Multifactor Small Cap ETF 3.4 42 -7 5.8 +4.9
PSC Principal U.S. Small-Cap ETF 3.4 38 -3 3.5 +2.6
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 3.4 3 32 6.1 +5.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 3.4 60 -25 -0.9 -1.8
VO Vanguard Mid-Cap ETF 3.4 4 31 20.7 +19.8
VNSE Natixis Vaughan Nelson Select ETF 3.4 80 -45 3.3 +2.4
MAGA Point Bridge America First ETF 3.4 72 -37 5.2 +4.2
BKSE BNY Mellon US Small Cap Core Equity ETF 3.4 4 31 5.0 +4.1
IWP iShares Russell Mid-Cap Growth ETF 3.4 23 12 2.8 +1.9
GURU Global X Guru Index ETF 3.4 75 -40 2.3 +1.4
IJR iShares Core S&P Small Cap ETF 3.4 6 29 6.1 +5.1
VIOO Vanguard S&P Small-Cap 600 ETF 3.3 7 28 5.9 +5.0
MDCP VictoryShares THB Mid Cap ESG ETF 3.3 55 -20 4.8 +3.9
AVMV Avantis U.S. Mid Cap Value ETF 3.3 20 15 7.1 +6.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.3 95 -60 -0.6 -1.5
ULVM VictoryShares US Value Momentum ETF 3.3 20 15 6.0 +5.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.3 15 20 6.0 +5.1
FDWM Fidelity Women's Leadership ETF 3.3 59 -24 3.9 +3.0
CGDV Capital Group Dividend Value ETF 3.3 33 2 3.8 +2.9
SCHM Schwab U.S. Mid-Cap ETF 3.3 4 31 5.6 +4.7
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 3.3 72 -37 2.3 +1.4
CAML Congress Large Cap Growth ETF 3.3 66 -31 2.4 +1.5
TMDV ProShares Russell US Dividend Growers ETF 3.2 35 0 6.2 +5.3
FXN First Trust Energy AlphaDEX Fund 3.2 62 -27 11.0 +10.1
AIEQ AI Powered Equity ETF 3.2 75 -40 3.7 +2.8
ISRA VanEck Israel ETF 3.2 59 -24 6.2 +5.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.2 65 -30 5.1 +4.2
RGEF Rockefeller Global Equity ETF 3.2 55 -20 3.8 +2.9
VTWG Vanguard Russell 2000 Growth ETF 3.2 10 25 0.6 -0.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.2 18 17 6.8 +5.9
NIXT Research Affiliates Deletions ETF 3.2 9 26 6.5 +5.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.2 9 26 5.2 +4.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.1 20 15 5.5 +4.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.1 60 -25 5.7 +4.8
VOT Vanguard Mid-Cap Growth ETF 3.1 7 28 3.0 +2.1
IWR iShares Russell Midcap ETF 3.1 19 16 5.3 +4.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.1 24 11 7.1 +6.2
NULC Nuveen ESG Large-Cap ETF 3.1 21 14 3.9 +3.0
VTWO Vanguard Russell 2000 ETF 3.1 7 28 2.6 +1.7
XOEF iShares S&P 500 ex S&P 100 ETF 3.1 20 15 4.6 +3.7
AUSF Global X Adaptive U.S. Factor ETF 3.1 27 8 8.2 +7.3
MNZL Manzil Russell Halal USA Broad MarketETF 3.1 40 -5 3.7 +2.8
IWN iShares Russell 2000 Value ETF 3.1 24 11 4.6 +3.7
CFA VictoryShares US 500 Volatility Wtd ETF 3.1 35 0 5.3 +4.4
IWS iShares Russell Mid-Cap Value ETF 3.1 23 12 5.9 +5.0
EQAL Invesco Russell 1000 Equal Weight ETF 3.1 20 15 6.1 +5.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.1 40 -5 5.2 +4.3
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 3.1 15 20 7.8 +6.9
EIS iShares MSCI Israel ETF 3.1 58 -23 6.7 +5.8
ACEP ARS Core Equity ETF 3.0 45 -10 4.1 +3.2
RNSC Furst Trust Small Cap US Equity Select ETF 3.0 60 -25 4.6 +3.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.0 40 -5 5.2 +4.3
FNX First Trust Mid Cap Core AlphaDEX Fund 3.0 60 -25 6.0 +5.1
IJJ iShares S&P Mid-Cap 400 Value ETF 3.0 18 17 7.7 +6.8
TPSC Timothy Plan US Small Cap Core ETF 3.0 52 -17 6.4 +5.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.0 10 25 7.8 +6.9
SMOT VanEck Morningstar SMID Moat ETF 3.0 49 -14 6.4 +5.4
RUNN Running Oak Efficient Growth ETF 3.0 58 -23 5.0 +4.1
VTWV Vanguard Russell 2000 Value ETF 3.0 10 25 4.8 +3.8
DRIV Global X Autonomous & Electric Vehicles ETF 3.0 68 -33 3.0 +2.1
COPA Themes Copper Miners ETF 3.0 35 0 3.2 +2.3
STXD Strive 1000 Dividend Growth ETF 3.0 35 0 4.4 +3.5
HAP VanEck Natural Resources ETF 3.0 50 -15 7.1 +6.2
SPIT F/m Emerald Special Situations ETF 3.0 105 -70 -0.7 -1.6
JGRW Jensen Quality Growth ETF 3.0 57 -22 4.2 +3.3
WUGI AXS Esoterica NextG Economy ETF 3.0 75 -40 1.3 +0.4
SIZE iShares MSCI USA Size Factor ETF 3.0 15 20 5.4 +4.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.0 70 -35 4.8 +3.9
QGRO American Century U.S. Quality Growth ETF 3.0 29 6 4.0 +3.0
DEUS Xtrackers Russell US Multifactor ETF 2.9 17 18 6.4 +5.5
ISCB iShares Morningstar Small-Cap ETF 2.9 4 31 5.3 +4.3
EUSA iShares MSCI USA Equal Weighted ETF 2.9 9 26 5.4 +4.5
ABLD Abacus FCF Real Assets Leaders ETF 2.9 69 -34 6.9 +6.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.9 75 -40 1.8 +0.9
FELV Fidelity Enhanced Large Cap Value ETF 2.9 18 17 5.5 +4.6
RPG Invesco S&P 500 Pure Growth ETF 2.9 35 0 2.4 +1.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.9 60 -25 5.9 +5.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.9 20 15 3.8 +2.9
FSGS First Trust SMID Growth Strength ETF 2.9 60 -25 4.9 +4.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.9 29 6 6.2 +5.3
FELC Fidelity Enhanced Large Cap Core ETF 2.9 18 17 4.4 +3.5
SMMD iShares Russell 2500 ETF 2.8 15 20 5.3 +4.4
SFYF SoFi Social 50 ETF 2.8 29 6 0.8 -0.1
JQUA JPMorgan U.S. Quality Factor ETF 2.8 12 23 4.9 +4.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.8 25 10 11.4 +10.5
FSMD Fidelity Small-Mid Multifactor ETF 2.8 15 20 6.3 +5.4
FESM Fidelity Enhanced Small Cap ETF 2.8 28 7 2.1 +1.2
BGRO iShares Large Cap Growth Active ETF 2.8 55 -20 1.9 +1.0
PWB Invesco Large Cap Growth ETF 2.8 56 -21 1.9 +1.0
JMOM JPMorgan U.S. Momentum Factor ETF 2.8 12 23 3.2 +2.3
VFLO VictoryShares Free Cash Flow ETF 2.7 39 -4 7.3 +6.4
ARVR First Trust Indxx Metaverse ETF 2.7 70 -35 3.6 +2.7
CLOU Global X Cloud Computing ETF 2.7 68 -33 2.8 +1.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.7 35 0 6.6 +5.7
DFAS Dimensional U.S. Small Cap ETF 2.7 26 9 5.4 +4.5
INCE Franklin Income Equity Focus ETF 2.7 29 6 5.4 +4.5
IDRV iShares Self-driving EV & Tech ETF 2.7 47 -12 1.4 +0.5
MFVL Motley Fool Value Factor ETF 2.7 50 -15 6.0 +5.1
DFLV Dimensional US Large Cap Value ETF 2.7 22 13 6.1 +5.1
RDVY First Trust Rising Dividend Achievers ETF 2.7 50 -15 4.9 +4.0
SDY State Street SPDR S&P Dividend ETF 2.6 35 0 6.1 +5.2
BUZZ VanEck Social Sentiment ETF 2.6 75 -40 -0.7 -1.6
XMMO Invesco S&P MidCap Momentum ETF 2.6 34 1 3.2 +2.3
CSTK Invesco Comstock Contrarian Equity ETF 2.6 35 0 5.8 +4.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.6 9 26 3.6 +2.6
SPGP Invesco S&P 500 GARP ETF 2.6 34 1 5.7 +4.8
VBR Vanguard Small Cap Value ETF 2.6 7 28 7.7 +6.8
SMLF iShares U.S. SmallCap Equity Factor ETF 2.6 15 20 4.8 +3.9
AQWA Global X Clean Water ETF 2.6 50 -15 4.9 +4.0
EFRA iShares Environmental Infrastructure and Industrials ETF 2.6 47 -12 5.0 +4.1
TBLU Tortoise Global Water ESG ETF 2.6 40 -5 4.5 +3.6
ITB iShares U.S. Home Construction ETF 2.6 40 -5 11.0 +10.1
FFOG Franklin Focused Growth ETF 2.6 61 -26 1.6 +0.7
GVIP Goldman Sachs Hedge Industry VIP ETF 2.6 45 -10 2.3 +1.4
PRXV Praxis Impact Large Cap Value ETF 2.6 36 -1 5.4 +4.5
FDMO Fidelity Momentum Factor ETF 2.6 15 20 2.4 +1.5
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.5 20 15 8.6 +7.7
RWK Invesco S&P MidCap 400 Revenue ETF 2.5 39 -4 7.6 +6.7
NUDV Nuveen ESG Dividend ETF 2.5 26 9 6.1 +5.2
AGRW Allspring LT Large Growth ETF 2.5 35 0 3.5 +2.5
JGRO JPMorgan Active Growth ETF 2.5 44 -9 2.5 +1.6
AFMC First Trust Active Factor Mid Cap ETF 2.5 65 -30 6.8 +5.9
FELG Fidelity Enhanced Large Cap Growth ETF 2.5 18 17 3.4 +2.5
AVSC Avantis U.S Small Cap Equity ETF 2.4 25 10 4.4 +3.5
AIS VistaShares Artificial Intelligence Supercycle ETF 2.4 75 -40 0.7 -0.2
VFMV Vanguard U.S. Minimum Volatility ETF 2.4 13 22 5.8 +4.9
ISCV iShares Morningstar Small Cap Value ETF 2.4 6 29 7.6 +6.7
LOUP Innovator Deepwater Frontier Tech ETF 2.4 70 -35 0.8 -0.1
KRMA Global X Conscious Companies ETF 2.4 43 -8 5.2 +4.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.4 15 20 6.3 +5.4
WTV WisdomTree US Value ETF 2.4 12 23 7.7 +6.8
DSMC Distillate Small/Mid Cash Flow ETF 2.4 55 -20 10.9 +10.0
HOMZ Hoya Capital Housing ETF 2.4 30 5 9.8 +8.9
VSDA VictoryShares Dividend Accelerator ETF 2.4 35 0 6.4 +5.5
BLES Inspire Global Hope ETF 2.4 61 -26 5.8 +4.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.4 47 -12 5.1 +4.1
CRTC Xtrackers US National Critical Technologies ETF 2.4 35 0 4.3 +3.4
IBAT iShares Energy Storage & Materials ETF 2.3 47 -12 1.4 +0.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.3 15 20 4.2 +3.3
ILF iShares Latin America 40 ETF 2.3 48 -13 10.0 +9.1
QUVU Hartford Quality Value ETF 2.3 46 -11 5.3 +4.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.3 60 -25 4.9 +4.0
DFUV Dimensional US Marketwide Value ETF 2.3 22 13 6.0 +5.1
ACWV iShares MSCI Global Min Vol Factor ETF 2.3 20 15 5.8 +4.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.3 9 26 4.2 +3.3
SSPY Syntax Stratified LargeCap ETF 2.3 30 5 6.0 +5.1
CGGR Capital Group Growth ETF 2.3 39 -4 2.6 +1.7
ICAP InfraCap Equity Income Fund ETF 2.3 171 -136 4.5 +3.6
EIPX FT Energy Income Partners Strategy ETF 2.3 95 -60 6.0 +5.0
CGUS Capital Group Core Equity ETF 2.3 33 2 3.6 +2.7
PIO Invesco Global Water ETF 2.3 75 -40 4.4 +3.5
DEMZ Democratic Large Cap Core ETF 2.3 45 -10 3.8 +2.9
SNSR Global X Internet of Things ETF 2.3 68 -33 3.3 +2.4
GVLU Gotham 1000 Value ETF 2.2 50 -15 8.4 +7.5
JHML John Hancock Multifactor Large Cap ETF 2.2 29 6 4.5 +3.5
WOMN Impact Shares YWCA Women's Empowerment ETF 2.2 75 -40 4.9 +4.0
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.2 39 -4 1.0 +0.1
VFMF Vanguard U.S. Multifactor ETF 2.2 18 17 6.5 +5.6
XSD State Street SPDR S&P Semiconductor ETF 2.2 35 0 2.0 +1.1
USXF iShares ESG Advanced MSCI USA ETF 2.2 10 25 3.7 +2.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.2 35 0 5.8 +4.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.2 15 20 5.9 +5.0
SMRI Bushido Capital US Equity ETF 2.2 71 -36 7.6 +6.7
RSP Invesco S&P 500 Equal Weight ETF 2.2 20 15 5.8 +4.9
BDIV AAM Brentview Dividend Growth ETF 2.2 49 -14 3.7 +2.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.2 54 -19 5.9 +5.0
LRGC AB US Large Cap Strategic Equities ETF 2.2 48 -13 3.9 +2.9
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 2.1 59 -24 8.3 +7.3
PKW Invesco Buyback Achievers ETF 2.1 62 -27 7.3 +6.4
STXK Strive Small-Cap ETF 2.1 18 17 5.0 +4.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.1 25 10 4.9 +4.0
SPLV Invesco S&P 500 Low Volatility ETF 2.1 25 10 5.0 +4.1
FLDZ RiverNorth Patriot ETF 2.1 75 -40 5.5 +4.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.1 12 23 4.5 +3.6
VAMO Cambria Value & Momentum ETF 2.1 61 -26 5.2 +4.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.1 45 -10 3.6 +2.7
FXL First Trust Technology AlphaDEX Fund 2.1 61 -26 4.9 +4.0
QDF FlexShares Quality Dividend Index Fund 2.1 37 -2 5.3 +4.4
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.1 49 -14 4.8 +3.9
SCHA Schwab U.S. Small-Cap ETF 2.1 4 31 4.2 +3.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.1 35 0 5.8 +4.9
WSML iShares MSCI World Small-Cap ETF 2.1 15 20 5.3 +4.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.0 10 25 3.8 +2.9
QGRW WisdomTree U.S. Quality Growth Fund 2.0 28 7 2.9 +2.0
SUSL iShares ESG MSCI USA Leaders ETF 2.0 10 25 4.2 +3.3
BBCA JPMorgan BetaBuilders Canada ETF 2.0 19 16 5.5 +4.6
DFAC Dimensional U.S. Core Equity 2 ETF 2.0 17 18 4.7 +3.8
DXUV Dimensional US Vector Equity ETF 2.0 28 7 5.2 +4.3
FLCA Franklin FTSE Canada ETF 2.0 9 26 5.5 +4.6
EMLP First Trust North American Energy Infrastructure Fund 2.0 95 -60 4.6 +3.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.0 18 17 5.2 +4.2
NLR VanEck Uranium+Nuclear Energy ETF 2.0 61 -26 1.7 +0.8
FNK First Trust Mid Cap Value AlphaDEX Fund 2.0 70 -35 9.5 +8.6
MBOX Freedom Day Dividend ETF 2.0 39 -4 6.8 +5.9
SPXT ProShares S&P 500 Ex-Technology ETF 2.0 9 26 4.9 +4.0
ROE Astoria US Quality Kings ETF 2.0 49 -14 5.2 +4.3
SAGP Strategas Global Policy Opportunities ETF 2.0 65 -30 5.0 +4.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.0 65 -30 4.5 +3.6
HLAL Wahed FTSE USA Shariah ETF 2.0 50 -15 3.6 +2.7
COWS Amplify Cash Flow Dividend Leaders ETF 2.0 0 35 7.3 +6.4
FNDA Schwab Fundamental US Small Co. Index ETF 2.0 25 10 5.9 +5.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 2.0 12 23 3.5 +2.6
XMAG Defiance Large Cap ex-Mag 7 ETF 2.0 35 0 4.2 +3.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.0 60 -25 9.8 +8.9
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 2.0 60 -25 3.5 +2.6
EQL Alps Equal Sector Weight ETF 2.0 25 10 5.1 +4.2
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.0 15 20 8.7 +7.8
ILCG iShares Morningstar Growth ETF 1.9 4 31 3.1 +2.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.9 10 25 8.7 +7.8
IJS iShares S&P Small-Cap 600 Value ETF 1.9 18 17 8.6 +7.7
FYC First Trust Small Cap Growth AlphaDEX Fund 1.9 71 -36 -0.6 -1.5
ROBO ROBO Global Robotics & Automation Index ETF 1.9 95 -60 2.3 +1.4
JSTC Adasina Social Justice All Cap Global ETF 1.9 89 -54 4.3 +3.4
IMOM Alpha Architect International Quantitative Momentum ETF 1.9 49 -14 4.2 +3.3
JVAL JPMorgan U.S. Value Factor ETF 1.9 12 23 6.7 +5.7
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.9 12 23 5.6 +4.7
RAYD Rayliant Quantitative Developed Market Equity ETF 1.9 80 -45 3.4 +2.5
IMCV iShares Morningstar Mid-Cap Value ETF 1.9 6 29 7.0 +6.1
RNMC First Trust Mid Cap US Equity Select ETF 1.9 60 -25 6.7 +5.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.9 19 16 5.1 +4.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.9 20 15 7.3 +6.4
VFQY Vanguard U.S. Quality Factor ETF 1.8 13 22 5.5 +4.5
GRPM Invesco S&P MidCap 400 GARP ETF 1.8 35 0 6.8 +5.9
AVIE Avantis  Inflation Focused Equity ETF 1.8 25 10 6.2 +5.2
QVAL Alpha Architect US Quantitative Value ETF 1.8 39 -4 9.4 +8.5
AKAF The Frontier Economic Fund 1.8 20 15 5.4 +4.5
BLCR iShares Large Cap Core Active ETF 1.8 36 -1 2.8 +1.9
FSCS First Trust SMID Capital Strength ETF 1.8 60 -25 7.0 +6.0
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.8 15 20 5.1 +4.2
DCOR Dimensional US Core Equity 1 ETF 1.8 14 21 4.6 +3.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.8 14 21 4.2 +3.3
BFOR ALPS Barron's 400 ETF 1.8 65 -30 4.8 +3.9
FVAL Fidelity Value Factor ETF 1.8 15 20 6.0 +5.1
JSML Janus Henderson Small Cap Growth Alpha ETF 1.8 30 5 2.5 +1.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.8 79 -44 4.0 +3.0
TIME Clockwise Core Equity & Innovation ETF 1.8 95 -60 2.1 +1.2
AVUS Avantis U.S. Equity ETF 1.8 15 20 4.7 +3.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.8 35 0 8.8 +7.9
ABLS Abacus FCF Small Cap Leaders ETF 1.8 59 -24 4.3 +3.4
EWC iShares MSCI Canada ETF 1.8 50 -15 5.2 +4.3
AFLG First Trust Active Factor Large Cap ETF 1.8 55 -20 5.0 +4.1
DON WisdomTree U.S. MidCap Dividend Fund 1.7 38 -3 8.0 +7.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.7 30 5 3.5 +2.6
DFVX Dimensional US Large Cap Vector ETF 1.7 22 13 5.3 +4.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.7 25 10 7.5 +6.6
NVIR Horizon Kinetics Energy and Remediation ETF 1.7 85 -50 5.4 +4.5
JPEF JPMorgan Equity Focus ETF 1.7 50 -15 3.8 +2.9
EZM WisdomTree U.S. MidCap Fund 1.7 38 -3 7.8 +6.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.7 29 6 6.8 +5.9
FTA First Trust Large Cap Value AlphaDEX Fund 1.7 59 -24 7.6 +6.7
SMOX Horizon Small/Mid Cap Core Equity ETF 1.7 75 -40 5.1 +4.2
ABEQ Absolute Select Value ETF 1.7 85 -50 4.5 +3.5
ACVF American Conservative Values ETF 1.7 75 -40 3.7 +2.8
HAPI Harbor Human Capital Factor US Large Cap ETF 1.7 36 -1 4.2 +3.3
AVUQ Avantis U.S. Quality ETF 1.7 15 20 3.7 +2.8
NULV Nuveen ESG Large-Cap Value ETF 1.7 26 9 5.2 +4.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.7 20 15 4.2 +3.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.7 52 -17 5.1 +4.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.7 25 10 4.9 +4.0
ALTL Pacer Lunt Large Cap Alternator ETF 1.7 60 -25 4.4 +3.4
FAB First Trust Multi Cap Value AlphaDEX Fund 1.7 67 -32 8.5 +7.6
SMCF Themes US Small Cap Cash Flow Champions ETF 1.7 29 6 9.7 +8.8
FDN First Trust Dow Jones Internet Index Fund 1.7 52 -17 2.8 +1.9
SURE AdvisorShares Insiders Advantage ETF 1.7 90 -55 7.7 +6.8
FDND FT Vest Dow Jones Internet & Target Income ETF 1.6 75 -40 2.8 +1.9
DSPY Tema S&P 500 Historical Weight ETF 1.6 18 17 4.4 +3.5
FYX First Trust Small Cap Core AlphaDEX Fund 1.6 61 -26 5.1 +4.2
SCHV Schwab U.S. Large-Cap Value ETF 1.6 4 31 5.5 +4.6
LST Leuthold Select Industries ETF 1.6 91 -56 4.8 +3.9
INRO iShares U.S. Industry Rotation Active ETF 1.6 42 -7 3.5 +2.6
RCGE RockCreek Global Equality ETF 1.6 95 -60 6.1 +5.2
RPV Invesco S&P 500 Pure Value ETF 1.6 35 0 8.8 +7.9
DFAU Dimensional US Core Equity Market ETF 1.6 12 23 4.3 +3.4
DFAT Dimensional U.S. Targeted Value ETF 1.6 28 7 8.4 +7.5
IYE iShares U.S. Energy ETF 1.6 40 -5 7.2 +6.3
DFSV Dimensional US Small Cap Value ETF 1.6 31 4 8.7 +7.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.6 19 16 4.8 +3.9
PSCT Invesco S&P SmallCap Information Technology ETF 1.6 29 6 2.9 +2.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.6 35 0 11.0 +10.1
YLDE ClearBridge Dividend Strategy ESG ETF 1.6 60 -25 5.3 +4.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.6 75 -40 3.2 +2.3
GVUS Marketbeta Russell 1000 Value Equity ETF 1.6 12 23 5.3 +4.4
DFSU Dimensional US Sustainability Core 1 ETF 1.6 18 17 4.7 +3.8
USEW Cambria US EW ETF 1.6 30 5 4.1 +3.2
QDEF FlexShares Quality Dividend Defensive Index Fund 1.6 37 -2 5.5 +4.6
CATH Global X S&P 500 Catholic Values Custom ETF 1.6 29 6 4.1 +3.2
XSMO Invesco S&P SmallCap Momentum ETF 1.6 39 -4 3.4 +2.5
VUSG Vanguard Wellington U.S. Growth Active ETF 1.6 35 0 2.6 +1.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.6 29 6 5.4 +4.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 24 4.2 +3.3
XSW State Street SPDR S&P Software & Services ETF 1.6 35 0 3.0 +2.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.6 60 -25 6.1 +5.2
DFUS Dimensional U.S. Equity ETF 1.6 9 26 4.1 +3.2
IWD iShares Russell 1000 Value ETF 1.6 19 16 5.3 +4.4
PUI Invesco Dorsey Wright Utilities Momentum ETF 1.6 60 -25 4.3 +3.4
SPXN ProShares S&P 500 Ex-Financials ETF 1.6 9 26 4.1 +3.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.6 40 -5 3.7 +2.8
STXG Strive 1000 Growth ETF 1.6 18 17 3.3 +2.4
GEW Cambria Global EW ETF 1.6 29 6 5.4 +4.5
VONV Vanguard Russell 1000 Value ETF 1.5 7 28 5.4 +4.5
SPHB Invesco S&P 500 High Beta ETF 1.5 25 10 3.4 +2.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.5 80 -45 5.5 +4.6
VTV Vanguard Value ETF 1.5 4 31 5.7 +4.8
VYM Vanguard High Dividend Yield Index ETF 1.5 6 29 6.1 +5.2
TTAC FCF US Quality ETF 1.5 59 -24 5.6 +4.7
TRFK Pacer Data and Digital Revolution ETF 1.5 60 -25 1.7 +0.8
VTHR Vanguard Russell 3000 ETF 1.5 7 28 4.2 +3.2
VTI Vanguard Total Stock Market ETF 1.5 3 32 4.1 +3.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.5 59 -24 4.1 +3.2
XT iShares Exponential Technologies ETF 1.5 46 -11 3.9 +3.0
SUSA iShares MSCI USA ESG Select ETF 1.5 25 10 4.0 +3.1
IWV iShares Russell 3000 ETF 1.5 20 15 4.0 +3.1
FNDB Schwab Fundamental US Broad Market Index ETF 1.5 25 10 6.1 +5.2
TOPC iShares S&P 500 3% Capped ETF 1.5 15 20 4.4 +3.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 32 4.1 +3.2
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.5 20 15 4.3 +3.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 35 4.2 +3.3
FNDX Schwab Fundamental US Large Co. Index ETF 1.5 25 10 6.2 +5.3
SPXV ProShares S&P 500 Ex-Health Care ETF 1.5 9 26 4.0 +3.0
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 1.5 20 15 12.8 +11.9
EVUS iShares ESG Aware MSCI USA Value ETF 1.4 18 17 5.6 +4.7
ZECP Zacks Earnings Consistent Portfolio ETF 1.4 55 -20 4.1 +3.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.4 3 32 4.4 +3.5
FFLC Fidelity Fundamental Large Cap Core ETF 1.4 38 -3 3.9 +2.9
VONE Vanguard Russell 1000 ETF 1.4 7 28 4.3 +3.4
VOTE TCW Transform 500 ETF 1.4 5 30 4.1 +3.2
OALC OneAscent Large Cap Core ETF 1.4 86 -51 3.4 +2.5
IYY iShares Dow Jones U.S. ETF 1.4 20 15 4.1 +3.2
RFFC ALPS Active Equity Opportunity ETF 1.4 48 -13 3.7 +2.8
CHRI Global X S&P 500 Christian Values ETF 1.4 29 6 4.0 +3.1
IWB iShares Russell 1000 ETF 1.4 15 20 4.2 +3.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.4 2 33 4.2 +3.3
CARZ First Trust NASDAQ Global Auto Index Fund 1.4 70 -35 2.2 +1.3
IUSG iShares Core S&P U.S. Growth ETF 1.4 4 31 3.1 +2.2
COWZ Pacer US Cash Cows 100 ETF 1.4 49 -14 8.0 +7.1
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 26 4.1 +3.2
GXLC Global X U.S. 500 ETF 1.4 2 33 4.1 +3.2
GDIV Harbor Dividend Growth Leaders ETF 1.4 50 -15 4.0 +3.1
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.4 75 -40 3.9 +3.0
VONG Vanguard Russell 1000 Growth ETF 1.4 7 28 3.7 +2.8
BOTZ Global X Robotics & Artificial Intelligence ETF 1.4 69 -34 1.9 +1.0
REVS Columbia Research Enhanced Value ETF 1.4 19 16 6.6 +5.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 -21 6.8 +5.9
RVRB Reverb ETF 1.4 30 5 3.7 +2.8
XVV iShares ESG Screened S&P 500 ETF 1.4 8 27 4.2 +3.3
SNPG Xtrackers S&P 500 Growth ESG ETF 1.4 15 20 3.8 +2.9
FDCF Fidelity Disruptive Communications ETF 1.4 50 -15 1.9 +1.0
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 32 4.1 +3.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.4 39 -4 7.2 +6.3
SWP SWP Growth & Income ETF 1.3 99 -64 4.3 +3.4
NACP Impact Shares NAACP Minority Empowerment ETF 1.3 49 -14 3.6 +2.7
SFY SoFi Select 500 ETF 1.3 0 35 3.7 +2.8
AVUV Avantis U.S. Small Cap Value ETF 1.3 25 10 7.8 +6.9
ESGU iShares ESG Aware MSCI USA ETF 1.3 15 20 4.2 +3.3
RAUS RACWI US ETF 1.3 15 20 4.2 +3.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.3 7 28 4.1 +3.2
VIG Vanguard Dividend Appreciation ETF 1.3 5 30 4.9 +4.0
IWF iShares Russell 1000 Growth ETF 1.3 19 16 14.8 +13.9
SFTY Horizon Managed Risk ETF 1.3 77 -42 3.5 +2.6
HUMN Roundhill Humanoid Robotics ETF 1.3 75 -40 1.2 +0.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.3 9 26 4.4 +3.5
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.3 12 23 6.2 +5.3
DGRO iShares Core Dividend Growth ETF 1.3 8 27 5.5 +4.6
IUSV iShares Core S&P US Value ETF 1.3 4 31 5.8 +4.9
VFVA Vanguard U.S. Value Factor ETF 1.3 13 22 9.4 +8.5
IUS Invesco RAFI Strategic US ETF 1.3 19 16 5.6 +4.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 25 4.3 +3.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.3 20 15 4.0 +3.1
STOX Horizon Core Equity ETF 1.3 70 -35 3.6 +2.7
IWC iShares Micro-Cap ETF 1.3 60 -25 -1.3 -2.2
VOOG Vanguard S&P 500 Growth ETF 1.3 7 28 18.8 +17.9
PRXG Praxis Impact Large Cap Growth ETF 1.3 36 -1 3.2 +2.3
TOV JLens 500 Jewish Advocacy U.S. ETF 1.3 18 17 3.9 +3.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.3 4 31 3.1 +2.2
LRGF iShares U.S. Equity Factor ETF 1.3 8 27 4.6 +3.7
CZAR Themes Natural Monopoly ETF 1.3 35 0 5.5 +4.6
SQLV Royce Quant Small-Cap Quality Value ETF 1.3 60 -25 7.7 +6.7
SPYM State Street SPDR Portfolio S&P 500 ETF 1.3 2 33 4.3 +3.3
SPY SPDR S&P 500 ETF 1.3 9 26 4.2 +3.3
VPU Vanguard Utilities ETF 1.3 9 26 4.8 +3.9
VV Vanguard Large-Cap ETF 1.3 4 31 4.1 +3.2
VOO Vanguard S&P 500 ETF 1.3 3 32 4.2 +3.3
IXC iShares Global Energy ETF 1.3 44 -9 8.1 +7.2
JAVA JPMorgan Active Value ETF 1.3 44 -9 5.4 +4.5
IGV iShares Expanded Tech-Software Sector ETF 1.2 41 -6 3.7 +2.8
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.2 35 0 5.9 +5.0
FVD First Trust Value Line Dividend Index Fund 1.2 65 -30 5.7 +4.8
YOKE Yoke Core ETF 1.2 42 -7 3.6 +2.6
IVW iShares S&P 500 Growth ETF 1.2 18 17 3.0 +2.1
STXV Strive 1000 Value ETF 1.2 18 17 6.8 +5.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 27 4.5 +3.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.2 25 10 4.2 +3.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.2 4 31 5.7 +4.8
SFGV Sequoia Global Value ETF 1.2 23 12 7.1 +6.2
CSMD Congress SMid Growth ETF 1.2 69 -34 3.3 +2.4
IVV iShares Core S&P 500 ETF 1.2 3 32 4.3 +3.3
GINN Goldman Sachs Innovate Equity ETF 1.2 52 -17 3.8 +2.9
SIXL ETC 6 Meridian Low Beta Equity ETF 1.2 80 -45 5.9 +5.0
RAFE PIMCO RAFI ESG U.S. ETF 1.2 29 6 6.1 +5.1
CGRO CoreValues Alpha Greater China Growth ETF 1.2 75 -40 5.7 +4.8
VOOV Vanguard S&P 500 Value ETF 1.2 7 28 5.7 +4.8
EGUS iShares ESG Aware MSCI USA Growth ETF 1.2 18 17 3.1 +2.1
IVE iShares S&P 500 Value ETF 1.2 18 17 5.6 +4.6
AVSU Avantis Responsible U.S. Equity ETF 1.2 15 20 4.9 +3.9
FFF Founders 100 ETF 1.2 75 -40 2.5 +1.6
PRF Invesco FTSE RAFI US 1000 ETF 1.2 34 1 5.6 +4.7
FLQL Franklin LibertyQ U.S. Equity ETF 1.2 15 20 4.6 +3.6
VLUE iShares MSCI USA Value Factor ETF 1.2 15 20 6.0 +5.1
DFNV Donoghue Forlines Innovation ETF 1.2 69 -34 4.0 +3.1
IWY iShares Russell Top 200 Growth ETF 1.2 20 15 3.7 +2.8
PFM Invesco Dividend Achievers ETF 1.2 53 -18 4.7 +3.8
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.2 40 -5 3.5 +2.6
USCF Themes US Cash Flow Champions ETF 1.2 29 6 7.7 +6.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 26 4.4 +3.5
FUTY Fidelity MSCI Utilities Index ETF 1.2 8 27 4.8 +3.9
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.2 40 -5 6.7 +5.8
SKYY First Trust Cloud Computing ETF 1.2 60 -25 3.0 +2.1
QLV FlexShares US Quality Low Volatility Index Fund 1.2 22 13 5.1 +4.2
ROUS Hartford Multifactor US Equity ETF 1.2 19 16 5.3 +4.4
DVGR DAC 3D Dividend Growth ETF 1.1 65 -30 4.8 +3.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.1 35 0 2.8 +1.9
APUE ActivePassive U.S. Equity ETF 1.1 45 -10 3.9 +3.0
FBCG Fidelity Blue Chip Growth ETF 1.1 59 -24 2.2 +1.3
VUSE Vident U.S. Equity Strategy ETF 1.1 50 -15 3.7 +2.8
TOK iShares MSCI Kokusai ETF 1.1 26 9 4.3 +3.4
DSI iShares MSCI KLD 400 Social ETF 1.1 25 10 4.2 +3.3
VUG Vanguard Growth ETF 1.1 4 31 20.9 +20.0
SCHB Schwab U.S. Broad Market ETF 1.1 3 32 4.2 +3.3
QWLD SPDR MSCI World StrategicFactors ETF 1.1 30 5 5.2 +4.3
JEDI Defiance Drone and Modern Warfare ETF 1.1 69 -34 1.3 +0.4
MFMO Motley Fool Momentum Factor ETF 1.1 50 -15 1.9 +1.0
OEI Optimized Equity Income ETF 1.1 75 -40 3.6 +2.7
KOCG FIS Knights of Columbus Global Belief ETF 1.1 75 -40 4.5 +3.6
SCHK Schwab 1000 Index ETF 1.1 5 30 4.3 +3.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.1 7 28 4.5 +3.6
EES WisdomTree U.S. SmallCap Fund 1.1 38 -3 7.6 +6.7
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.1 35 0 4.7 +3.8
ARKX ARK Space Exploration & Innovation ETF 1.1 75 -40 0.0 -0.9
PSCI Invesco S&P SmallCap Industrials ETF 1.1 29 6 4.3 +3.4
GGME Invesco Next Gen Media and Gaming ETF 1.1 60 -25 4.7 +3.8
RWL Invesco S&P 500 Revenue ETF 1.1 39 -4 5.7 +4.8
REMX VanEck Rare Earth/Strategic Metals ETF 1.0 54 -19 2.6 +1.7
URTH iShares MSCI World ETF 1.0 24 11 4.4 +3.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.0 12 23 3.8 +2.8
SNPE Xtrackers S&P 500 ESG ETF 1.0 10 25 4.3 +3.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.0 45 -10 1.7 +0.8
ESGV Vanguard ESG U.S. Stock ETF 1.0 9 26 4.2 +3.3
SCHX Schwab U.S. Large-Cap ETF 1.0 3 32 4.3 +3.4
SPMO Invesco S&P 500 Momentum ETF 1.0 13 22 2.8 +1.9
AVLV Avantis U.S. Large Cap Value ETF 1.0 15 20 5.7 +4.8
MGK Vanguard Mega Cap Growth ETF 1.0 7 28 17.5 +16.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.0 32 3 3.9 +3.0
SPVU Invesco S&P 500 Enhanced Value ETF 1.0 13 22 8.0 +7.0
EBI Longview Advantage ETF 1.0 35 0 5.9 +5.0
CLOD Themes Cloud Computing ETF 1.0 35 0 3.4 +2.5
VT Vanguard Total World Stock ETF 1.0 6 29 5.0 +4.1
EMDM First Trust Bloomberg Emerging Market Democracies ETF 1.0 75 -40 6.0 +5.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 26 4.9 +4.0
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.0 5 30 7.3 +6.4
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.0 49 -14 3.8 +2.9
NANC Unusual Whales Subversive Democratic Trading ETF 1.0 75 -40 2.9 +2.0
FUNL CornerCap Fundametrics Large-Cap ETF 1.0 50 -15 6.3 +5.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.0 46 -11 8.4 +7.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.0 60 -25 4.6 +3.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.0 60 -25 3.9 +3.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.0 43 -8 4.6 +3.7
FDLO Fidelity Low Volatility Factor ETF 1.0 15 20 5.0 +4.1
IWL iShares Russell Top 200 ETF 1.0 15 20 3.9 +3.0
SPVM Invesco S&P 500 Value with Momentum ETF 0.9 39 -4 6.3 +5.4
ACWI iShares MSCI ACWI ETF 0.9 32 3 4.7 +3.8
LCF Touchstone US Large Cap Focused ETF 0.9 69 -34 3.8 +2.9
FPXI First Trust International Equity Opportunities ETF 0.9 70 -35 3.3 +2.4
CGGO Capital Group Global Growth Equity ETF 0.9 47 -12 3.9 +3.0
QQQS Invesco NASDAQ Future Gen 200 ETF 0.9 20 15 -3.5 -4.4
DGRW WisdomTree US Quality Dividend Growth Fund 0.9 28 7 5.0 +4.1
HGRO Hedgeye Quality Growth ETF 0.9 70 -35 3.4 +2.4
PBUS Invesco MSCI USA ETF 0.9 4 31 4.2 +3.3
AVDS Avantis International Small Cap Equity ETF 0.9 30 5 6.2 +5.3
QVML Invesco S&P 500 QVM Multi-factor ETF 0.9 11 24 4.4 +3.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.9 15 20 7.8 +6.9
EIPI FT Energy Income Partners Enhanced Income ETF 0.9 110 -75 5.5 +4.6
CDIG City Different Investments Global Equity ETF 0.9 75 -40 -1.6 -2.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.9 42 -7 4.1 +3.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 0.9 48 -13 7.9 +7.0
VCR Vanguard Consumer Discretionary ETF 0.9 9 26 4.4 +3.5
XSHQ Invesco S&P SmallCap Quality ETF 0.9 29 6 6.7 +5.7
WCLD WisdomTree Cloud Computing Fund 0.9 45 -10 1.6 +0.7
LGRO Level Four Large Cap Growth Active ETF 0.9 55 -20 3.8 +2.8
AZTD Aztlan Global Stock Selection DM SMID ETF 0.9 75 -40 4.1 +3.2
ABOT Abacus FCF Innovation Leaders ETF 0.9 69 -34 3.9 +3.0
IWX iShares Russell Top 200 Value ETF 0.9 20 15 4.9 +4.0
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.8 30 5 13.5 +12.6
ITAN Sparkline Intangible Value ETF 0.8 50 -15 5.9 +5.0
ADME Aptus Drawdown Managed Equity ETF 0.8 79 -44 3.4 +2.5
MGV Vanguard Mega Cap Value ETF 0.8 7 28 5.3 +4.3
EPS WisdomTree U.S. LargeCap Fund 0.8 8 27 4.8 +3.8
MGC Vanguard Mega Cap ETF 0.8 7 28 3.9 +3.0
ENHU iShares Enhanced Large Cap Core Active ETF 0.8 22 13 4.1 +3.2
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 0.8 60 -25 0.7 -0.2
FCPI Fidelity Stocks for Inflation ETF 0.8 15 20 5.9 +5.0
SMDV ProShares Russell 2000 Dividend Growers ETF 0.8 40 -5 6.6 +5.7
CVY Invesco Zacks Multi-Asset Income ETF 0.8 106 -71 10.1 +9.2
DUSA Davis Select U.S. Equity ETF 0.8 61 -26 6.9 +6.0
FLV American Century Focused Large Cap Value ETF 0.8 42 -7 6.0 +5.1
SRHQ SRH U.S. Quality ETF 0.8 35 0 6.2 +5.3
ASLV Allspring Special Large Value ETF 0.8 35 0 5.1 +4.2
OSCV Opus Small Cap Value ETF 0.8 79 -44 5.7 +4.8
ECML Euclidean Fundamental Value ETF 0.8 95 -60 8.9 +8.0
VALQ American Century U.S. Quality Value ETF 0.8 29 6 7.1 +6.2
TTAI FCF International Quality ETF 0.8 59 -24 6.8 +5.9
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.8 8 27 4.4 +3.5
KLMN Invesco MSCI North America Climate ETF 0.8 9 26 4.3 +3.4
PNQI Invesco NASDAQ Internet ETF 0.8 60 -25 4.1 +3.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.8 25 10 5.3 +4.4
DIVG Invesco S&P 500 High Dividend Growers ETF 0.8 39 -4 7.3 +6.4
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.8 29 6 3.7 +2.8
SIXS ETC 6 Meridian Small Cap Equity ETF 0.8 89 -54 7.6 +6.7
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 0.8 55 -20 4.9 +4.0
DIV Global X SuperDividend US ETF 0.8 45 -10 9.8 +8.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 15 4.7 +3.8
GOP Unusual Whales Subversive Republican Trading ETF 0.8 50 -15 4.1 +3.2
XMLV Invesco S&P MidCap Low Volatility ETF 0.8 25 10 6.8 +5.9
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.8 70 -35 3.8 +2.9
THRO iShares U.S. Thematic Rotation Active ETF 0.8 90 -55 3.1 +2.2
DIVB iShares Core Dividend ETF 0.8 5 30 6.9 +6.0
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.8 55 -20 2.9 +2.0
GSPY Gotham Enhanced 500 ETF 0.7 50 -15 4.4 +3.5
DAK Dakota Active Equity ETF 0.7 43 -8 3.8 +2.9
RECS Columbia Research Enhanced Core ETF 0.7 15 20 5.4 +4.5
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 10 7.2 +6.3
OND ProShares On-Demand ETF 0.7 58 -23 0.5 -0.4
IYT iShares US Transportation ETF 0.7 40 -5 4.4 +3.5
XTN State Street SPDR S&P Transportation ETF 0.7 35 0 3.2 +2.3
HAPS Harbor Human Capital Factor US Small Cap ETF 0.7 60 -25 3.2 +2.3
GQQQ Astoria US Quality Growth Kings ETF 0.7 35 0 3.2 +2.3
AFSM First Trust Active Factor Small Cap ETF 0.7 75 -40 5.4 +4.5
ILCV iShares Morningstar Value ETF 0.7 4 31 5.4 +4.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.7 10 25 4.3 +3.4
AOTS AOT Software Platform ETF 0.7 49 -14 5.0 +4.1
DTD WisdomTree U.S. Total Dividend Fund 0.7 28 7 5.7 +4.8
VEGN US Vegan Climate ETF 0.7 60 -25 3.2 +2.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.7 20 15 5.7 +4.8
GWX SPDR S&P International Small Cap ETF 0.7 40 -5 6.0 +5.1
VGT Vanguard Information Technology ETF 0.7 9 26 24.8 +23.9
HDUS Hartford Disciplined US Equity ETF 0.7 19 16 4.8 +3.9
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 4 31 3.4 +2.5
FTEC Fidelity MSCI Information Technology Index ETF 0.7 8 27 3.0 +2.1
RFV Invesco S&P Midcap 400 Pure Value ETF 0.7 35 0 11.1 +10.2
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 0.7 60 -25 8.0 +7.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.7 30 5 3.8 +2.9
KLMT Invesco MSCI Global Climate 500 ETF 0.7 10 25 5.0 +4.0
DUHP Dimensional US High Profitability ETF 0.7 21 14 5.2 +4.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 6 4.0 +3.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.7 49 -14 6.2 +5.3
FDLS Inspire Fidelis Multi Factor ETF 0.6 76 -41 3.2 +2.3
DLN WisdomTree U.S. LargeCap Dividend Fund 0.6 28 7 5.4 +4.5
EBLU Ecofin Global Water ESG Fund 0.6 40 -5 4.5 +3.6
EQIN Columbia US Equity Income ETF 0.6 35 0 6.1 +5.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.6 30 5 7.6 +6.7
LCLG Logan Capital Broad Innovative Growth ETF 0.6 99 -64 2.8 +1.8
QLC FlexShares US Quality Large Cap Index Fund 0.6 25 10 4.5 +3.6
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 0.6 40 -5 5.8 +4.9
FTXR First Trust Nasdaq Transportation ETF 0.6 60 -25 6.6 +5.6
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.6 61 -26 7.6 +6.7
DVY iShares Select Dividend ETF 0.6 38 -3 8.1 +7.2
SYLD Cambria Shareholder Yield ETF 0.6 59 -24 10.4 +9.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.5 12 23 5.3 +4.4
XC WisdomTree Emerging Markets Ex-China Fund 0.5 32 3 6.5 +5.5
OEF iShares S&P 100 ETF 0.5 20 15 3.9 +3.0
IETC iShares U.S. Tech Independence Focused ETF 0.5 18 17 3.1 +2.2
IMTM iShares MSCI Intl Momentum Factor ETF 0.5 30 5 4.7 +3.8
COPJ Sprott Junior Copper Miners ETF 0.5 75 -40 -1.5 -2.4
LGCF Themes US Cash Flow Champions ETF 0.5 30 5 7.3 +6.4
GLOF iShares Global Equity Factor ETF 0.5 20 15 5.6 +4.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.5 39 -4 6.9 +6.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.5 48 -13 5.7 +4.8
FENY Fidelity MSCI Energy Index ETF 0.5 8 27 7.4 +6.4
NATO Themes Transatlantic Defense ETF 0.5 35 0 1.9 +1.0
SGLC SGI U.S. Large Cap Core ETF 0.5 85 -50 3.7 +2.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.5 21 14 2.9 +2.0
LIT Global X Lithium & Battery Tech ETF 0.5 75 -40 5.0 +4.0
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -45 14.9 +14.0
DTAN Sparkline International Intangible Value ETF 0.5 55 -20 7.3 +6.4
VSLU Applied Finance Valuation Large Cap ETF 0.5 49 -14 5.0 +4.1
IGE iShares North American Natural Resources ETF 0.4 41 -6 6.1 +5.2
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 0.4 29 6 8.1 +7.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.4 8 27 6.4 +5.5
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 0.4 75 -40 6.2 +5.3
PSCF Invesco S&P SmallCap Financials ETF 0.4 29 6 8.2 +7.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 -3 7.8 +6.9
GPZ VanEck Alternative Asset Manager ETF 0.4 40 -5 5.6 +4.7
WDIV SPDR S&P Global Dividend ETF 0.4 40 -5 9.3 +8.4
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.4 80 -45 6.6 +5.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.4 49 -14 8.0 +7.1
AVDV Avantis International Small Cap Value ETF 0.4 36 -1 7.9 +7.0
FDG American Century Focused Dynamic Growth ETF 0.4 45 -10 1.8 +0.9
IGM iShares Expanded Tech Sector ETF 0.4 41 -6 2.6 +1.7
IGPT Invesco AI and Next Gen Software ETF 0.4 60 -25 2.1 +1.2
IYC iShares U.S. Consumer Discretionary ETF 0.4 40 -5 3.6 +2.7
GINX SGI Enhanced Global Income ETF 0.4 98 -63 6.7 +5.8
HYDR Global X Hydrogen ETF 0.4 50 -15 -5.3 -6.2
UMMA Wahed Dow Jones Islamic World ETF 0.4 65 -30 3.3 +2.4
VDE Vanguard Energy ETF 0.4 9 26 7.3 +6.4
PXH Invesco FTSE RAFI Emerging Markets ETF 0.4 49 -14 13.7 +12.8
RVER Trenchless Fund ETF 0.4 65 -30 0.6 -0.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 0 6.9 +6.0
JEPI JPMorgan Equity Premium Income ETF 0.3 35 0 5.1 +4.2
ARKK ARK Innovation ETF 0.3 75 -40 -2.9 -3.8
TMFC Motley Fool 100 Index ETF 0.3 50 -15 3.0 +2.1
TDV ProShares S&P Technology Dividend Aristocrats ETF 0.3 45 -10 4.9 +3.9
BEEZ Honeytree U.S. Equity ETF 0.3 64 -29 3.8 +2.9
GXC SPDR S & P China ETF 0.3 59 -24 19.5 +18.6
AVSD Avantis Responsible International Equity ETF 0.3 23 12 6.0 +5.1
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 31 6.1 +5.2
AVSE Avantis Responsible Emerging Markets Equity ETF 0.3 33 2 6.4 +5.5
BKIE BNY Mellon International Equity ETF 0.3 4 31 6.0 +5.1
BRAZ Global X Brazil Active ETF 0.3 75 -40 10.9 +10.0
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.3 30 5 7.5 +6.6
AVEM Avantis Emerging Markets Equity ETF 0.3 33 2 6.8 +5.9
FLRG Fidelity U.S. Multifactor ETF 0.3 15 20 5.9 +5.0
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -38 9.5 +8.6
DRNZ REX Drone ETF 0.3 65 -30 -1.8 -2.7
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.3 24 11 5.0 +4.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.3 30 5 4.1 +3.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.3 3 32 5.8 +4.9
ILIT iShares Lithium Miners and Producers ETF 0.3 47 -12 3.2 +2.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -12 7.4 +6.5
XCNY SPDR S&P Emerging Markets ex-China ETF 0.3 15 20 5.6 +4.6
WCEO Hypatia Women CEO ETF 0.3 85 -50 4.6 +3.6
SPHQ Invesco S&P 500 Quality ETF 0.3 15 20 4.4 +3.5
PXI Invesco Dorsey Wright Energy Momentum ETF 0.3 60 -25 5.7 +4.8
VEA Vanguard FTSE Developed Markets ETF 0.3 3 32 5.9 +5.0
STXI Strive International Developed Markets ETF 0.3 29 6 6.3 +5.3
XPND First Trust Expanded Technology ETF 0.3 65 -30 2.8 +1.9
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 28 6.6 +5.6
JADE JPMorgan Active Developing Markets Equity ETF 0.3 65 -30 5.9 +4.9
DEEP Roundhill Acquirers Deep Value ETF 0.2 80 -45 14.9 +14.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.2 38 -3 5.0 +4.1
ROSC Hartford Multifactor Small Cap ETF 0.2 34 1 6.9 +6.0
KNCT Invesco Next Gen Connectivity ETF 0.2 40 -5 2.8 +1.9
SCHF Schwab International Equity ETF 0.2 6 29 5.9 +5.0
ASCE Allspring SMID Core ETF 0.2 38 -3 2.8 +1.9
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 28 9.4 +8.5
WAR U.S. Global Tech and Aerospace & Defense ETF 0.2 60 -25 0.1 -0.8
GQI Natixis Gateway Quality Income ETF 0.2 34 1 4.6 +3.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 -6 5.8 +4.9
GLBL Pacer MSCI World Industry Advantage ETF 0.2 65 -30 3.4 +2.5
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 1 6.3 +5.4
GXPT Global X PureCap MSCI Information Technology ETF 0.2 25 10 3.2 +2.3
GXPD Global X PureCap MSCI Consumer Discretionary ETF 0.2 25 10 3.7 +2.8
DHS WisdomTree U.S. High Dividend Fund 0.2 38 -3 8.1 +7.2
IOO iShares Global 100 ETF 0.2 41 -6 4.0 +3.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 -4 6.2 +5.3
STXE Strive Emerging Markets Ex-China ETF 0.2 32 3 4.9 +3.9
APIE ActivePassive International Equity ETF 0.2 45 -10 6.4 +5.5
ECNS iShares MSCI China Small-Cap ETF 0.2 59 -24 9.8 +8.9
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.2 20 15 5.7 +4.8
QINT American Century Quality Diversified International ETF 0.2 39 -4 6.7 +5.8
IDHQ Invesco S&P International Developed High Quality ETF 0.2 29 6 5.0 +4.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 -4 7.1 +6.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.2 24 11 7.1 +6.1
XLK Technology Select Sector SPDR 0.2 8 27 3.2 +2.2
PINK Simplify Health Care ETF 0.2 50 -15 0.9 -0.1
IYW iShares U.S. Technology ETF 0.2 40 -5 2.9 +2.0
VXUS Vanguard Total International Stock ETF 0.2 5 30 6.6 +5.7
FBCV Fidelity Blue Chip Value ETF 0.2 59 -24 5.8 +4.9
ALRG Allspring LT Large Core ETF 0.2 28 7 3.6 +2.7
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 17 6.3 +5.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -45 6.7 +5.8
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.2 12 23 3.3 +2.4
ION ProShares S&P Global Core Battery Metals ETF 0.2 58 -23 6.0 +5.1
LITP Sprott Lithium Miners ETF 0.2 65 -30 0.9 -0.0
BRF VanEck Brazil Small-Cap ETF 0.2 66 -31 11.8 +10.8
EWZS iShares MSCI Brazil Small-Cap ETF 0.2 59 -24 12.4 +11.5
AQLT iShares MSCI Global Quality Factor ETF 0.2 18 17 0.0 -0.9
ESGE iShares ESG Aware MSCI EM ETF 0.2 25 10 8.0 +7.1
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 5 6.4 +5.5
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 4 31 6.7 +5.7
EV Mast Global Battery Recycling & Production ETF 0.2 65 -30 6.3 +5.4
AVDE Avantis International Equity ETF 0.2 23 12 6.3 +5.4
CIL VictoryShares International Volatility Wtd ETF 0.2 45 -10 5.8 +4.9
DEW WisdomTree Global High Dividend Fund 0.2 58 -23 7.2 +6.3
COLO Global X MSCI Colombia ETF 0.2 62 -27 15.2 +14.3
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 10 4.8 +3.9
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.2 88 -53 6.9 +6.0
TPIF Timothy Plan International ETF 0.2 62 -27 5.6 +4.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 -15 3.6 +2.6
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -25 6.7 +5.8
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -30 6.3 +5.4
ESGD iShares ESG Aware MSCI EAFE ETF 0.1 20 15 5.8 +4.9
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.1 30 5 7.7 +6.8
MFIG Motley Fool Innovative Growth Factor ETF 0.1 50 -15 2.8 +1.9
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 23 4.9 +4.0
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.1 42 -7 7.6 +6.7
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 11 5.7 +4.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -31 6.9 +6.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.1 50 -15 8.2 +7.2
EEM iShares MSCI Emerging Markets ETF 0.1 69 -34 7.5 +6.6
ALIL Argent Focused Small Cap ETF 0.1 74 -39 5.4 +4.4
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 26 8.0 +7.0
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.1 69 -34 7.1 +6.2
EFG iShares MSCI EAFE Growth ETF 0.1 36 -1 3.7 +2.8
IXN iShares Global Tech ETF 0.1 41 -6 2.6 +1.7
LIMI Themes Lithium & Battery Metal Miners ETF 0.1 35 0 2.7 +1.8
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -35 6.4 +5.5
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 -10 7.8 +6.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.1 15 20 2.9 +2.0
DFIS Dimensional International Small Cap ETF 0.1 39 -4 6.3 +5.4
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 2 5.8 +4.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 10 6.2 +5.3
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.1 32 3 14.0 +13.1
KGRN KraneShares MSCI China Clean Technology Index ETF 0.1 79 -44 3.7 +2.8
BUYZ Franklin Disruptive Commerce ETF 0.1 50 -15 2.5 +1.6
EBIZ Global X E-Commerce ETF 0.1 50 -15 4.9 +3.9
IBUY Amplify Online Retail ETF 0.1 65 -30 2.2 +1.3
DXIV Dimensional International Vector Equity ETF 0.1 34 1 6.7 +5.8
IVRS iShares Future Metaverse Tech and Communications ETF 0.1 47 -12 5.4 +4.4
DFAI Dimensional International Core Equity Market ETF 0.1 18 17 6.1 +5.2
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 -14 8.5 +7.6
DFIC Dimensional International Core Equity 2 ETF 0.1 23 12 6.3 +5.4
LRND IQ U.S. Large Cap R&D Leaders ETF 0.1 14 21 4.0 +3.1
MODL VictoryShares WestEnd U.S. Sector ETF 0.1 42 -7 4.1 +3.2
SXQG ETC 6 Meridian Quality Growth ETF 0.1 100 -65 3.1 +2.2
VSGX Vanguard ESG International Stock ETF 0.1 10 25 6.5 +5.6
IEDI iShares U.S. Consumer Focused ETF 0.1 18 17 5.2 +4.3
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 12 7.5 +6.6
PSCM Invesco S&P SmallCap Materials ETF 0.1 29 6 9.4 +8.5
MGMT Ballast Small/Mid Cap ETF 0.1 110 -75 7.3 +6.4
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.1 20 15 5.6 +4.7
WSGE Warren Street Global Equity ETF 0.1 80 -45 2.8 +1.9
XRT State Street SPDR S&P Retail ETF 0.1 35 0 7.3 +6.4
EFA iShares MSCI EAFE ETF 0.1 35 0 5.8 +4.9
HEFA iShares Currency Hedged MSCI EAFE ETF 0.1 35 0 5.6 +4.7
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 15 5.5 +4.6
FNCL Fidelity MSCI Financials Index ETF 0.1 8 27 6.0 +5.1
VFH Vanguard Financials ETF 0.1 9 26 6.1 +5.2
IEFA iShares Core MSCI EAFE ETF 0.1 7 28 6.1 +5.2
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 15 5.9 +5.0
TRUT VanEck Technology TruSector ETF 0.1 13 22 3.7 +2.8
KROP Global X AgTech & Food Innovation ETF 0.0 50 -15 6.8 +5.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 5 6.4 +5.5
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.0 40 -5 10.7 +9.8
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 0.0 35 0 11.0 +10.1
SCHD Schwab US Dividend Equity ETF 0.0 6 29 8.2 +7.3
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.0 33 2 6.4 +5.5
FLCH Franklin FTSE China ETF 0.0 19 16 18.9 +17.9
VDC Vanguard Consumer Staples ETF 0.0 9 26 5.5 +4.6
DLS WisdomTree International SmallCap Dividend Fund 0.0 58 -23 7.5 +6.6
IZRL ARK Israel Innovative Technology ETF 0.0 49 -14 1.4 +0.5
WRND IQ Global Equity R&D Leaders ETF 0.0 18 17 4.1 +3.2
AVES Avantis Emerging Markets Value ETF 0.0 36 -1 8.9 +8.0
DTH WisdomTree International High Dividend Fund 0.0 58 -23 7.4 +6.5
DFEV Dimensional Emerging Markets Value ETF 0.0 43 -8 9.1 +8.2
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 28 9.1 +8.2
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 -3 6.8 +5.9
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 16 6.8 +5.9
DWM WisdomTree International Equity Fund 0.0 48 -13 5.6 +4.7
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 0 6.8 +5.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -10 6.8 +5.9
IGRO iShares International Dividend Growth ETF 0.0 15 20 6.8 +5.9
DISV Dimensional International Small Cap Value ETF 0.0 42 -7 8.4 +7.5
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -30 0.0 -0.9
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 -6 6.7 +5.8
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.0 15 20 8.6 +7.7

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 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
  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:
Carbon Collective Climate Solutions US 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 4.0 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 0.9 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.64 CATEGORY
AVERAGE
1.57
 
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.