Carbon Collective Climate Solutions US Equity ETF
ALTAR
Score™
1.0% info Recommen-
dation
AVOID
2025E    2026E
P/E
ratio
56.9x P/Sales
ratio
2.5x
P/BV
ratio
3.9x Div.
yield
0.6%


  • 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 19, 2022
Assets (mns) $41
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 109
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
SOUTHERN COPPER CORP 6.6 %
QUANTA SERVICES INC 6.4 %
GE VERONA 6.3 %
JOHNSON CONTROLS INTERNATIONAL PLC 6.0 %
WASTE MANAGEMENT INC 5.4 %
REPUBLIC SERVICES INC 5.0 %
CARRIER GLOBAL CORP. 4.7 %
CAMECO CORP 4.2 %
WASTE CONNECTIONS, INC. 4.0 %
NUCOR CORP 3.3 %
Total 52.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 70.7 %
CANADA 12.8 %
IRELAND 6.0 %
CHINA 5.4 %
ISRAEL 2.6 %
COLOMBIA 0.2 %
INDIA 0.2 %
BRITAIN 0.0 %
SWEDEN 0.0 %


HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
11.7% 38.2% -- -- 11.0%

Market Correlations
versus... Beta R-squared
S&P500 1.02 68%
MSCI EAFE 1.06 53%
MSCI Emg. Mkts. 1.02 59%

Technical Indicators
Recent close $25.59
30d moving avg. $26.94
Annualized volatility 23.6%
Short interest (ETF) 0.2%
Relative strength (RSI) 42

Liquidity measures
Avg. volume (thou.) 5
Turnover 0.3%
Bid/Ask (% of price) 0.17%
ADV underlying (mns) $41,942

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 958 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™: 1.0%


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 20.7 40 -5 4.0 +3.0
PBW Invesco WilderHill Clean Energy ETF 16.1 66 -31 -3.2 -4.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 15.3 58 -23 3.8 +2.8
SMOG VanEck Low Carbon Energy ETF 14.8 61 -26 1.3 +0.3
FRNW Fidelity Clean Energy ETF 13.7 39 -4 2.0 +1.0
VOLT Tema Electrification ETF 13.6 75 -40 2.7 +1.7
XLI Industrial Select Sector SPDR 11.9 8 27 3.7 +2.8
PAVE Global X U.S. Infrastructure Development ETF 11.7 47 -12 4.6 +3.7
XHB State Street SPDR S&P Homebuilders ETF 11.7 35 0 11.4 +10.4
NUKZ Range Nuclear Renaissance Index ETF 11.6 85 -50 1.3 +0.4
MID American Century Mid Cap Growth Impact ETF 11.5 45 -10 3.1 +2.1
POW VistaShares Electrification Supercycle ETF 11.5 75 -40 2.4 +1.4
NETZ TCW Transform Systems ETF 11.1 75 -40 1.6 +0.6
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 11.0 58 -23 -2.1 -3.1
LEAD Siren DIVCON Leaders Dividend ETF 10.9 43 -8 3.8 +2.8
HWAY Themes US Infrastructure ETF 10.9 29 6 5.1 +4.2
FIDU Fidelity MSCI Industrial Index ETF 10.8 8 27 3.8 +2.8
VIS Vanguard Industrials ETF 10.6 9 26 3.8 +2.8
EVX VanEck Environmental Services ETF 10.5 55 -20 4.1 +3.1
CNRG State Street SPDR S&P Kensho Clean Power ETF 10.5 45 -10 0.0 -1.0
TNUK Tortoise Nuclear Renaissance ETF 9.7 75 -40 0.7 -0.3
PBD Invesco Global Clean Energy ETF 9.6 75 -40 0.3 -0.7
MADE iShares U.S. Manufacturing ETF 9.4 40 -5 3.7 +2.7
ETEC iShares Breakthrough Environmental Solutions ETF 9.4 47 -12 2.9 +1.9
FXZ First Trust Materials AlphaDEX Fund 9.0 61 -26 7.6 +6.6
ACES ALPS Clean Energy ETF 8.8 55 -20 -2.7 -3.7
VCLN Virtus Duff & Phelps Clean Energy ETF 8.8 59 -24 2.7 +1.7
RSPN Invesco S&P 500 Equal Weight Industrials ETF 8.7 40 -5 4.6 +3.6
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 8.6 75 -40 2.3 +1.3
ZAP Global X U.S. Electrification ETF 8.5 50 -15 3.6 +2.6
ERTH Invesco MSCI Sustainable Future ETF 8.4 62 -27 3.1 +2.1
FPX First Trust US Equity Opportunities ETF 8.4 61 -26 1.0 -0.0
TAN Invesco Solar ETF 8.2 67 -32 4.5 +3.5
RBLD First Trust Alerian US NextGen Infrastructure ETF 8.2 65 -30 4.1 +3.1
URAN Themes Uranium & Nuclear ETF 8.1 35 0 0.9 -0.1
IDU iShares U.S. Utilities ETF 8.1 40 -5 4.3 +3.4
XME State Street SPDR S&P Metals & Mining ETF 8.0 35 0 5.6 +4.7
URA Global X Uranium ETF 8.0 69 -34 0.8 -0.2
IYM iShares U.S. Basic Materials ETF 7.8 40 -5 4.9 +3.9
PKB Invesco Building & Construction ETF 7.5 62 -27 3.7 +2.7
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 7.4 45 -10 4.6 +3.6
AFOS ARS Focused Opportunities Strategy ETF 7.0 45 -10 2.3 +1.3
EXI iShares Global Industrials ETF 6.9 42 -7 3.7 +2.8
IYJ iShares U.S. Industrials ETF 6.9 40 -5 4.2 +3.2
FTWO Strive FAANG 2.0 ETF 6.8 49 -14 3.8 +2.8
GK AdvisorShares Gerber Kawasaki ETF 6.8 75 -40 1.7 +0.7
ICLN iShares Global Clean Energy ETF 6.7 41 -6 2.0 +1.0
EPU iShares MSCI Peru and Global Exposure ETF 6.6 59 -24 4.8 +3.8
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 6.6 45 -10 -1.6 -2.6
PICK iShares MSCI Global Metals & Mining Producers ETF 6.6 39 -4 9.1 +8.1
GPT Intelligent Alpha Atlas ETF 6.4 69 -34 6.5 +5.5
DGLO First Trust RBA Deglobalization ETF 6.4 70 -35 5.6 +4.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 6.3 39 -4 1.2 +0.3
CTEC Global X CleanTech ETF 6.2 50 -15 -0.0 -1.0
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 6.2 20 15 0.9 -0.1
IQM Franklin Intelligent Machines ETF 6.2 50 -15 1.3 +0.3
FTC First Trust Large Cap Growth AlphaDEX Fund 6.1 59 -24 2.0 +1.0
SLX VanEck Steel ETF 6.1 56 -21 12.2 +11.2
TXS Texas Capital Texas Equity Index ETF 6.1 49 -14 5.1 +4.1
STRN SMART Trend 25 ETF 5.9 59 -24 3.0 +2.0
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 5.8 79 -44 4.2 +3.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 5.7 15 20 4.5 +3.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.6 20 15 4.4 +3.4
FMAT Fidelity MSCI Materials Index ETF 5.6 8 27 5.3 +4.3
TAX Cambria Tax Aware ETF 5.6 49 -14 4.5 +3.5
CLNR IQ Cleaner Transport ETF 5.6 45 -10 3.9 +2.9
BGDV Bahl & Gaynor Dividend ETF 5.6 45 -10 4.2 +3.2
PGJ Invesco Golden Dragon China ETF 5.5 70 -35 14.0 +13.0
RSPM Invesco S&P 500 Equal Weight Materials ETF 5.5 40 -5 5.8 +4.9
XLB Materials Select Sector SPDR 5.5 8 27 5.8 +4.8
SAMT Strategas Macro Thematic Opportunities ETF 5.4 65 -30 2.5 +1.5
TRFM AAM Transformers ETF 5.4 49 -14 1.2 +0.2
TCAI Tortoise AI Infrastructure ETF 5.3 65 -30 1.7 +0.7
VAW Vanguard Materials ETF 5.2 9 26 5.3 +4.3
COPX Global X Copper Miners ETF 5.2 65 -30 4.7 +3.7
GRNY Fundstrat Granny Shots US Large Cap ETF 5.2 75 -40 2.4 +1.4
IMCG iShares Morningstar Mid-Cap Growth ETF 5.1 6 29 3.7 +2.7
SURE AdvisorShares Insiders Advantage ETF 5.0 90 -55 8.5 +7.5
SMAP Amplify Small-Mid Cap Equity ETF 5.0 60 -25 4.8 +3.8
PTL Inspire 500 ETF 4.9 9 26 4.7 +3.8
FAN First Trust Global Wind Energy ETF 4.9 60 -25 2.9 +1.9
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.9 85 -50 4.4 +3.4
NUSC Nuveen ESG Small-Cap ETF 4.8 31 4 5.4 +4.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 4.8 60 -25 5.2 +4.2
ABFL Abacus FCF Leaders ETF 4.8 59 -24 4.1 +3.1
ICOP iShares Copper and Metals Mining ETF 4.8 47 -12 6.3 +5.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.8 47 -12 5.1 +4.1
RNSC Furst Trust Small Cap US Equity Select ETF 4.8 60 -25 4.7 +3.7
BRIF FIS Bright Portfolios Focused Equity ETF 4.8 65 -30 3.9 +2.9
LOUP Innovator Deepwater Frontier Tech ETF 4.7 70 -35 1.2 +0.2
ETHO Etho Climate Leadership U.S. ETF 4.7 47 -12 4.8 +3.8
BIBL Inspire 100 ETF 4.7 35 0 4.7 +3.7
XMHQ Invesco S&P MidCap Quality ETF 4.7 25 10 6.2 +5.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.6 64 -29 1.5 +0.5
GMET VanEck Green Metals ETF 4.5 63 -28 0.6 -0.4
JGRW Jensen Quality Growth ETF 4.5 57 -22 4.2 +3.2
IWO iShares Russell 2000 Growth ETF 4.5 24 11 0.6 -0.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 4.5 15 20 5.5 +4.5
VBK Vanguard Small-Cap Growth ETF 4.5 7 28 1.4 +0.4
HYP Golden Eagle Dynamic Hypergrowth ETF 4.4 85 -50 -0.8 -1.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.4 15 20 7.3 +6.3
YALL God Bless America ETF 4.3 65 -30 4.3 +3.3
GGRW Gabelli Growth Innovators ETF 4.3 90 -55 2.2 +1.2
DTEC ALPS Disruptive Technologies ETF 4.3 50 -15 3.8 +2.9
WTV WisdomTree US Value Fund of Benef Interest 4.3 12 23 8.1 +7.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 4.3 61 -26 6.2 +5.3
BATT Amplify Lithium & Battery Technology ETF 4.3 59 -24 2.1 +1.1
DARP Grizzle Growth ETF 4.2 75 -40 1.9 +0.9
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 4.2 49 -14 7.0 +6.0
TRFK Pacer Data and Digital Revolution ETF 4.2 60 -25 2.9 +1.9
INFL Horizon Kinetics Inflation Beneficiaries ETF 4.1 85 -50 2.8 +1.8
SGRT SMART Earnings Growth 30 ETF 4.1 59 -24 3.0 +2.0
XOEF iShares S&P 500 ex S&P 100 ETF 4.1 20 15 5.0 +4.0
CBSE Clough Select Equity ETF 4.1 85 -50 0.5 -0.5
RJDI RJ Eagle GCM Dividend Select Income ETF 4.1 55 -20 4.7 +3.7
COPA Themes Copper Miners ETF 4.1 35 0 3.7 +2.7
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 4.1 60 -25 4.5 +3.5
ITB iShares U.S. Home Construction ETF 4.1 40 -5 12.2 +11.2
DSTL Distillate US Fundamental Stability & Value ETF 4.1 39 -4 7.8 +6.9
IVES Wedbush ETFMG Global Cloud Technology ETF 4.1 68 -33 4.3 +3.4
SETM Sprott Energy Transition Materials ETF 4.0 65 -30 1.8 +0.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.0 17 18 5.4 +4.5
FMKT The Free Markets ETF 4.0 76 -41 4.4 +3.4
FELV Fidelity Enhanced Large Cap Value ETF 4.0 18 17 6.1 +5.1
CHGX AXS Change Finance ESG ETF 4.0 49 -14 5.0 +4.0
TEXN iShares Texas Equity ETF 4.0 20 15 5.3 +4.3
NANR SPDR S&P North American Natural Resources ETF 4.0 35 0 6.3 +5.4
TMFG Motley Fool Global Opportunities ETF 4.0 85 -50 4.0 +3.0
AVMC Avantis U.S. Mid Cap Equity ETF 4.0 18 17 6.4 +5.4
FMDE Fidelity Enhanced Mid Cap ETF 3.9 23 12 5.8 +4.8
RSSL Global X Russell 2000 ETF 3.9 8 27 3.0 +2.0
TPHD Timothy Plan High Dividend Stock ETF 3.9 52 -17 6.1 +5.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.9 52 -17 5.1 +4.1
HOMZ Hoya Capital Housing ETF 3.9 30 5 10.6 +9.7
MOTO SmartETFs Smart Transportation & Technology ETF 3.9 68 -33 6.1 +5.2
AIS VistaShares Artificial Intelligence Supercycle ETF 3.9 75 -40 1.8 +0.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.9 35 0 6.9 +5.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.9 39 -4 3.9 +2.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.8 60 -25 5.1 +4.1
OCEN IQ Clean Oceans ETF 3.8 45 -10 4.5 +3.5
IWM iShares Russell 2000 ETF 3.8 19 16 3.0 +2.0
SRVR Pacer Data & Infrastructure Real Estate ETF 3.8 55 -20 4.0 +3.0
AGIQ Sofi Agentic AI ETF 3.8 69 -34 7.6 +6.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.8 39 -4 4.0 +3.0
IFRA iShares U.S. Infrastructure ETF 3.8 30 5 5.9 +4.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.8 70 -35 2.3 +1.3
VFMO Vanguard U.S. Momentum Factor ETF 3.8 13 22 1.9 +0.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.7 95 -60 -0.5 -1.5
IJK iShares S&P Mid-Cap 400 Growth ETF 3.7 17 18 4.4 +3.4
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.7 15 20 4.4 +3.4
USMF WisdomTree U.S. Multifactor Fund 3.7 28 7 6.7 +5.7
LIVR Intelligent Livermore ETF 3.7 69 -34 2.9 +1.9
USSE Segall Bryant & Hamill Select Equity ETF 3.7 65 -30 3.3 +2.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.7 10 25 4.4 +3.5
PSC Principal U.S. Small-Cap ETF 3.7 38 -3 4.1 +3.1
RNRG Global X Renewable Energy Producers ETF 3.7 66 -31 4.5 +3.6
ISCG iShares Morningstar Small-Cap Growth ETF 3.7 6 29 3.0 +2.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.7 15 20 6.2 +5.3
DRIV Global X Autonomous & Electric Vehicles ETF 3.7 68 -33 3.9 +2.9
USRD Themes US R&D Champions ETF 3.6 29 6 4.4 +3.4
CALF Pacer US Small Cap Cash Cows 100 ETF 3.6 59 -24 9.8 +8.8
PRN Invesco Dorsey Wright Industrials Momentum ETF 3.6 60 -25 1.4 +0.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.6 49 -14 4.9 +4.0
IWP iShares Russell Mid-Cap Growth ETF 3.6 23 12 2.9 +1.9
FEX First Trust Large Cap Core AlphaDEX Fund 3.6 59 -24 5.4 +4.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.6 58 -23 4.9 +3.9
PDP Invesco Dorsey Wright Momentum ETF 3.6 62 -27 1.7 +0.7
USMV iShares MSCI USA Min Vol Factor ETF 3.6 15 20 5.3 +4.3
STXM Strive Mid-Cap ETF 3.5 18 17 5.7 +4.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.5 35 0 4.8 +3.8
SPGP Invesco S&P 500 GARP ETF 3.5 34 1 6.1 +5.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.5 4 31 5.9 +4.9
DSMC Distillate Small/Mid Cash Flow ETF 3.5 55 -20 11.5 +10.5
OTGL OTG Latin America ETF 3.5 269 -234 7.8 +6.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.5 18 17 5.3 +4.3
FSST Fidelity Sustainable U.S. Equity ETF 3.5 59 -24 3.3 +2.3
XJH iShares ESG Screened S&P Mid-Cap ETF 3.5 12 23 6.4 +5.4
VTWG Vanguard Russell 2000 Growth ETF 3.5 10 25 0.7 -0.3
BBCA JPMorgan BetaBuilders Canada ETF 3.4 19 16 5.7 +4.7
FLCA Franklin FTSE Canada ETF 3.4 9 26 5.8 +4.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.4 24 11 6.5 +5.5
ITEQ BlueStar Israel Technology ETF 3.4 75 -40 1.2 +0.2
RPG Invesco S&P 500 Pure Growth ETF 3.4 35 0 3.0 +2.0
RGEF Rockefeller Global Equity ETF 3.4 55 -20 4.2 +3.2
AUSF Global X Adaptive U.S. Factor ETF 3.4 27 8 8.3 +7.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 3.3 45 -10 -0.9 -1.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.3 7 28 5.8 +4.8
RAYD Rayliant Quantitative Developed Market Equity ETF 3.3 80 -45 3.9 +2.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.3 39 -4 2.6 +1.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 3.3 29 6 7.0 +6.0
VTWO Vanguard Russell 2000 ETF 3.3 7 28 3.1 +2.1
AGMI Themes Silver Miners ETF 3.3 35 0 4.1 +3.2
MTUM iShares MSCI USA Momentum Factor ETF 3.3 15 20 2.9 +1.9
JOET Virtus Terranova US Quality Momentum ETF 3.3 29 6 4.1 +3.1
ABLD Abacus FCF Real Assets Leaders ETF 3.2 69 -34 6.5 +5.5
MDY SPDR S&P Midcap 400 ETF Trust 3.2 23 12 6.4 +5.4
TMFX Motley Fool Next Index ETF 3.2 50 -15 3.2 +2.2
FESM Fidelity Enhanced Small Cap ETF 3.2 28 7 2.6 +1.6
VB Vanguard Small-Cap ETF 3.2 5 30 5.6 +4.6
ARKQ ARK Autonomous Technology & Robotics ETF 3.2 75 -40 1.0 +0.0
VIOO Vanguard S&P Small-Cap 600 ETF 3.2 7 28 6.9 +5.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.2 70 -35 4.7 +3.8
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 3.2 3 32 7.1 +6.1
CAML Congress Large Cap Growth ETF 3.2 66 -31 2.5 +1.6
IJR iShares Core S&P Small Cap ETF 3.2 6 29 7.0 +6.0
IMCB iShares Morningstar Mid-Cap ETF 3.2 4 31 5.7 +4.7
BLCR iShares Large Cap Core Active ETF 3.1 36 -1 3.2 +2.3
XJR iShares ESG Screened S&P Small-Cap ETF 3.1 12 23 6.9 +5.9
FFF Founders 100 ETF 3.1 75 -40 2.7 +1.8
IWN iShares Russell 2000 Value ETF 3.1 24 11 5.3 +4.4
NUMV Nuveen ESG Mid-Cap Value ETF 3.1 31 4 6.0 +5.1
VTWV Vanguard Russell 2000 Value ETF 3.1 10 25 5.5 +4.5
ISMD Inspire Small/Mid Cap ETF 3.1 54 -19 5.8 +4.9
CGDV Capital Group Dividend Value ETF 3.1 33 2 4.2 +3.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.1 60 -25 6.1 +5.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.1 20 15 6.1 +5.1
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 3.1 72 -37 2.3 +1.3
JHMM John Hancock Multifactor Mid Cap ETF 3.1 42 -7 5.8 +4.8
BKSE BNY Mellon US Small Cap Core Equity ETF 3.1 4 31 5.7 +4.7
MNZL Manzil Russell Halal USA Broad MarketETF 3.0 40 -5 4.3 +3.3
SFYF SoFi Social 50 ETF 3.0 29 6 0.9 -0.1
YNOT Horizon Digital Frontier ETF 3.0 75 -40 2.9 +2.0
COWS Amplify Cash Flow Dividend Leaders ETF 3.0 0 35 7.7 +6.7
DBSC Deepwater Beachfront Small Cap ETF 3.0 85 -50 1.3 +0.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 3.0 3 32 6.6 +5.6
IJH iShares Core S&P Mid-Cap ETF 3.0 5 30 6.5 +5.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 3.0 60 -25 -1.0 -1.9
VXF Vanguard Extended Market ETF 3.0 5 30 4.1 +3.1
IVOO Vanguard S&P Mid-Cap 400 ETF 3.0 7 28 6.5 +5.5
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 3.0 12 23 7.3 +6.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.0 20 15 4.5 +3.5
BFOR ALPS Barron's 400 ETF 3.0 65 -30 5.3 +4.3
VOE Vanguard Mid-Cap Value ETF 3.0 7 28 7.1 +6.1
CCNR ALPS CoreCommodity Natural Resources ETF 2.9 39 -4 8.3 +7.3
ISCB iShares Morningstar Small-Cap ETF 2.9 4 31 5.8 +4.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.9 30 5 4.2 +3.2
FFTY Innovator IBD 50 ETF 2.9 80 -45 0.0 -1.0
JHSC John Hancock Multifactor Small Cap ETF 2.9 42 -7 6.5 +5.5
ULVM VictoryShares US Value Momentum ETF 2.9 20 15 6.6 +5.6
AVMV Avantis U.S. Mid Cap Value ETF 2.9 20 15 7.7 +6.7
FPWR First Trust EIP Power Solutions ETF 2.9 96 -61 4.3 +3.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.9 20 15 6.5 +5.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.9 10 25 4.0 +3.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.9 25 10 11.9 +10.9
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.9 15 20 4.1 +3.1
IJT iShares S&P Small-Cap 600 Growth ETF 2.9 18 17 4.1 +3.1
CZA Invesco Zacks Mid-Cap ETF 2.9 72 -37 6.3 +5.3
MBOX Freedom Day Dividend ETF 2.8 39 -4 7.2 +6.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.8 40 -5 5.6 +4.6
FCLD Fidelity Cloud Computing ETF 2.8 39 -4 3.9 +3.0
VFLO VictoryShares Free Cash Flow ETF 2.8 39 -4 8.2 +7.2
VO Vanguard Mid-Cap ETF 2.8 4 31 5.6 +4.6
VUSG Vanguard Wellington U.S. Growth Active ETF 2.8 35 0 2.7 +1.7
FSGS First Trust SMID Growth Strength ETF 2.8 60 -25 5.0 +4.0
PWB Invesco Large Cap Growth ETF 2.8 56 -21 2.3 +1.3
EQAL Invesco Russell 1000 Equal Weight ETF 2.8 20 15 6.4 +5.4
LOGO Alpha Brands Consumption Leaders ETF 2.8 69 -34 2.7 +1.7
SMRI Bushido Capital US Equity ETF 2.8 71 -36 8.5 +7.5
SMOX Horizon Small/Mid Cap Core Equity ETF 2.7 75 -40 5.8 +4.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.7 75 -40 6.6 +5.6
SNSR Global X Internet of Things ETF 2.7 68 -33 4.3 +3.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.7 9 26 5.5 +4.5
SCHM Schwab U.S. Mid-Cap ETF 2.7 4 31 6.4 +5.4
FNX First Trust Mid Cap Core AlphaDEX Fund 2.7 60 -25 6.7 +5.7
GNR SPDR S&P Global Natural Resources ETF 2.7 40 -5 8.5 +7.5
SIZE iShares MSCI USA Size Factor ETF 2.7 15 20 5.8 +4.9
RNMC First Trust Mid Cap US Equity Select ETF 2.7 60 -25 6.7 +5.7
MFVL Motley Fool Value Factor ETF 2.7 50 -15 5.8 +4.8
BUZZ VanEck Social Sentiment ETF 2.7 75 -40 -0.7 -1.6
DFAS Dimensional U.S. Small Cap ETF 2.6 26 9 6.0 +5.1
NULG Nuveen ESG Large-Cap Growth ETF 2.6 26 9 3.2 +2.2
FELC Fidelity Enhanced Large Cap Core ETF 2.6 18 17 4.8 +3.8
FDWM Fidelity Women's Leadership ETF 2.6 59 -24 3.7 +2.7
FSCS First Trust SMID Capital Strength ETF 2.6 60 -25 7.0 +6.0
CSTK Invesco Comstock Contrarian Equity ETF 2.6 35 0 6.4 +5.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.6 15 20 6.5 +5.6
MXI iShares Global Materials ETF 2.6 41 -6 6.4 +5.4
LQPE PEO AlphaQuest Thematic PE ETF 2.6 125 -90 5.4 +4.4
VOT Vanguard Mid-Cap Growth ETF 2.6 7 28 3.3 +2.3
JMOM JPMorgan U.S. Momentum Factor ETF 2.6 12 23 3.8 +2.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.6 60 -25 7.0 +6.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.5 18 17 7.1 +6.2
NUDV Nuveen ESG Dividend ETF 2.5 26 9 6.3 +5.3
BDIV AAM Brentview Dividend Growth ETF 2.5 49 -14 3.8 +2.8
CFA VictoryShares US 500 Volatility Wtd ETF 2.5 35 0 5.5 +4.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.5 40 -5 5.5 +4.5
USXF iShares ESG Advanced MSCI USA ETF 2.5 10 25 4.3 +3.3
EUSA iShares MSCI USA Equal Weighted ETF 2.5 9 26 5.8 +4.9
NUMG Nuveen ESG Mid-Cap Growth ETF 2.5 31 4 1.9 +0.9
IWR iShares Russell Midcap ETF 2.5 19 16 5.8 +4.8
ABIG Argent Large Cap ETF 2.5 49 -14 4.7 +3.7
AVSC Avantis U.S Small Cap Equity ETF 2.5 25 10 5.1 +4.2
PRXV Praxis Impact Large Cap Value ETF 2.5 36 -1 5.9 +5.0
ACWV iShares MSCI Global Min Vol Factor ETF 2.5 20 15 5.8 +4.8
JQUA JPMorgan U.S. Quality Factor ETF 2.4 12 23 5.4 +4.4
PHO Invesco Water Resources ETF 2.4 60 -25 4.9 +3.9
FIW First Trust Water ETF 2.4 53 -18 5.0 +4.1
ISRA VanEck Israel ETF 2.4 59 -24 6.0 +5.0
JSTC Adasina Social Justice All Cap Global ETF 2.4 89 -54 4.8 +3.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.4 35 0 6.4 +5.4
IDRV iShares Self-driving EV & Tech ETF 2.4 47 -12 1.4 +0.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.4 15 20 6.6 +5.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.4 35 0 5.9 +4.9
GRPM Invesco S&P MidCap 400 GARP ETF 2.4 35 0 7.3 +6.3
EIS iShares MSCI Israel ETF 2.4 58 -23 6.5 +5.5
ROBO ROBO Global Robotics & Automation Index ETF 2.3 95 -60 2.8 +1.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.3 60 -25 7.2 +6.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.3 60 -25 4.5 +3.5
BLES Inspire Global Hope ETF 2.3 61 -26 6.2 +5.2
ILF iShares Latin America 40 ETF 2.3 48 -13 9.6 +8.6
AFMC First Trust Active Factor Mid Cap ETF 2.3 65 -30 7.6 +6.7
VBR Vanguard Small Cap Value ETF 2.3 7 28 8.4 +7.4
GURU Global X Guru Index ETF 2.3 75 -40 2.7 +1.7
TPSC Timothy Plan US Small Cap Core ETF 2.3 52 -17 7.0 +6.0
ISCV iShares Morningstar Small Cap Value ETF 2.3 6 29 8.4 +7.4
GVLU Gotham 1000 Value ETF 2.3 50 -15 8.6 +7.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 2.2 15 20 8.5 +7.5
IJJ iShares S&P Mid-Cap 400 Value ETF 2.2 18 17 8.5 +7.5
POWA Invesco Bloomberg Pricing Power ETF 2.2 40 -5 5.7 +4.7
SAMM Strategas Macro Momentum ETF 2.2 66 -31 3.9 +2.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.2 60 -25 5.4 +4.4
SCHA Schwab U.S. Small-Cap ETF 2.2 4 31 4.9 +3.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.2 10 25 8.6 +7.6
IMOM Alpha Architect International Quantitative Momentum ETF 2.2 49 -14 4.5 +3.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.2 15 20 6.9 +5.9
ALTL Pacer Lunt Large Cap Alternator ETF 2.2 60 -25 5.0 +4.0
SSPY Syntax Stratified LargeCap ETF 2.2 30 5 6.4 +5.4
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.2 49 -14 5.4 +4.4
NULC Nuveen ESG Large-Cap ETF 2.2 21 14 4.3 +3.3
RSP Invesco S&P 500 Equal Weight ETF 2.2 20 15 6.2 +5.3
SMLF iShares U.S. SmallCap Equity Factor ETF 2.2 15 20 5.4 +4.4
VAMO Cambria Value & Momentum ETF 2.2 61 -26 5.2 +4.3
WSML iShares MSCI World Small-Cap ETF 2.2 15 20 5.8 +4.8
NLR VanEck Uranium+Nuclear Energy ETF 2.2 61 -26 1.5 +0.5
NIXT Research Affiliates Deletions ETF 2.2 9 26 7.4 +6.4
IWS iShares Russell Mid-Cap Value ETF 2.1 23 12 6.6 +5.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.1 45 -10 4.0 +3.0
FTA First Trust Large Cap Value AlphaDEX Fund 2.1 59 -24 7.9 +6.9
JSML Janus Henderson Small Cap Growth Alpha ETF 2.1 30 5 3.1 +2.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.1 25 10 4.8 +3.9
SPLV Invesco S&P 500 Low Volatility ETF 2.1 25 10 5.0 +4.1
HLAL Wahed FTSE USA Shariah ETF 2.1 50 -15 4.1 +3.1
DEUS Xtrackers Russell US Multifactor ETF 2.1 17 18 6.8 +5.8
VFMV Vanguard U.S. Minimum Volatility ETF 2.1 13 22 5.9 +4.9
FNDA Schwab Fundamental US Small Co. Index ETF 2.1 25 10 6.7 +5.7
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.1 15 20 9.9 +8.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.1 10 25 9.8 +8.9
VFMF Vanguard U.S. Multifactor ETF 2.1 18 17 7.1 +6.1
IJS iShares S&P Small-Cap 600 Value ETF 2.1 18 17 9.8 +8.8
DFLV Dimensional US Large Cap Value ETF 2.1 22 13 6.6 +5.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.1 38 -3 5.4 +4.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.1 43 -8 5.3 +4.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.1 35 0 6.4 +5.5
CGW Invesco S&P Global Water Index ETF 2.1 57 -22 4.5 +3.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.1 24 11 7.5 +6.6
VNSE Natixis Vaughan Nelson Select ETF 2.1 80 -45 3.6 +2.7
RDVY First Trust Rising Dividend Achievers ETF 2.0 50 -15 5.5 +4.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.0 48 -13 8.3 +7.3
QUVU Hartford Quality Value ETF 2.0 46 -11 6.0 +5.0
FELG Fidelity Enhanced Large Cap Growth ETF 2.0 18 17 3.6 +2.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.0 60 -25 6.4 +5.4
EWC iShares MSCI Canada ETF 2.0 50 -15 5.4 +4.4
LYLD Cambria Large Cap Shareholder Yield ETF 2.0 59 -24 8.7 +7.7
AVIE Avantis  Inflation Focused Equity ETF 2.0 25 10 6.2 +5.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.0 65 -30 5.1 +4.1
ARVR First Trust Indxx Metaverse ETF 2.0 70 -35 4.5 +3.5
CLOU Global X Cloud Computing ETF 2.0 68 -33 2.9 +2.0
WOMN Impact Shares YWCA Women's Empowerment ETF 2.0 75 -40 5.1 +4.1
DXUV Dimensional US Vector Equity ETF 1.9 28 7 5.6 +4.7
ILCG iShares Morningstar Growth ETF 1.9 4 31 3.4 +2.4
KRMA Global X Conscious Companies ETF 1.9 43 -8 5.7 +4.7
STXK Strive Small-Cap ETF 1.9 18 17 5.6 +4.6
EIPX FT Energy Income Partners Strategy ETF 1.9 95 -60 5.7 +4.7
DFAC Dimensional U.S. Core Equity 2 ETF 1.9 17 18 5.1 +4.1
SDY State Street SPDR S&P Dividend ETF 1.9 35 0 6.2 +5.3
WUGI AXS Esoterica NextG Economy ETF 1.9 75 -40 1.8 +0.9
XMAG Defiance Large Cap ex-Mag 7 ETF 1.9 35 0 4.7 +3.7
AZTD Aztlan Global Stock Selection DM SMID ETF 1.9 75 -40 4.5 +3.5
MAGA Point Bridge America First ETF 1.9 72 -37 5.3 +4.3
SMOT VanEck Morningstar SMID Moat ETF 1.9 49 -14 6.8 +5.9
FSMD Fidelity Small-Mid Multifactor ETF 1.9 15 20 7.1 +6.1
QDF FlexShares Quality Dividend Index Fund 1.9 37 -2 5.8 +4.8
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 -10 2.8 +1.8
SDG iShares MSCI Global Sustainable Development Goals ETF 1.9 49 -14 4.9 +3.9
XSD State Street SPDR S&P Semiconductor ETF 1.9 35 0 3.7 +2.7
RUNN Running Oak Efficient Growth ETF 1.9 58 -23 4.8 +3.8
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.8 20 15 9.2 +8.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.8 15 20 4.7 +3.7
CGUS Capital Group Core Equity ETF 1.8 33 2 3.9 +2.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.8 9 26 4.2 +3.2
BOTZ Global X Robotics & Artificial Intelligence ETF 1.8 69 -34 2.1 +1.1
HUMN Roundhill Humanoid Robotics ETF 1.8 75 -40 1.4 +0.5
RWK Invesco S&P MidCap 400 Revenue ETF 1.8 39 -4 8.6 +7.6
CDIG City Different Investments Global Equity ETF 1.8 75 -40 -1.6 -2.6
PSET Principal Quality ETF 1.8 15 20 5.0 +4.1
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.8 39 -4 1.2 +0.2
SMDV ProShares Russell 2000 Dividend Growers ETF 1.8 40 -5 7.3 +6.3
BUL Pacer US Cash Cows Growth ETF 1.8 60 -25 3.6 +2.6
SIXL ETC 6 Meridian Low Beta Equity ETF 1.8 80 -45 6.0 +5.0
SRHQ SRH U.S. Quality ETF 1.8 35 0 6.6 +5.7
RPV Invesco S&P 500 Pure Value ETF 1.8 35 0 9.4 +8.4
DFUV Dimensional US Marketwide Value ETF 1.8 22 13 6.6 +5.6
EIPI FT Energy Income Partners Enhanced Income ETF 1.8 110 -75 5.2 +4.2
CARZ First Trust NASDAQ Global Auto Index Fund 1.7 70 -35 3.2 +2.2
VFQY Vanguard U.S. Quality Factor ETF 1.7 13 22 5.9 +4.9
IBAT iShares Energy Storage & Materials ETF 1.7 47 -12 2.1 +1.1
JHML John Hancock Multifactor Large Cap ETF 1.7 29 6 4.9 +3.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.7 12 23 3.9 +2.9
DFVX Dimensional US Large Cap Vector ETF 1.7 22 13 5.6 +4.6
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.7 70 -35 4.1 +3.2
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 17 4.8 +3.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.7 54 -19 5.8 +4.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.7 29 6 6.8 +5.8
EZM WisdomTree U.S. MidCap Fund 1.7 38 -3 8.6 +7.6
EMLP First Trust North American Energy Infrastructure Fund 1.7 95 -60 4.6 +3.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.7 35 0 5.5 +4.5
FLDZ RiverNorth Patriot ETF 1.7 75 -40 5.8 +4.9
NVIR Horizon Kinetics Energy and Remediation ETF 1.7 85 -50 4.9 +3.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.7 75 -40 2.3 +1.3
DON WisdomTree U.S. MidCap Dividend Fund 1.7 38 -3 8.5 +7.5
SYLD Cambria Shareholder Yield ETF 1.7 59 -24 10.9 +9.9
AKAF The Frontier Economic Fund 1.7 20 15 5.4 +4.4
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.7 12 23 5.6 +4.6
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 1.7 59 -24 8.9 +7.9
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 23 7.6 +6.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.7 15 20 5.3 +4.3
DCOR Dimensional US Core Equity 1 ETF 1.7 14 21 5.0 +4.0
STXD Strive 1000 Dividend Growth ETF 1.7 35 0 4.7 +3.7
HAP VanEck Natural Resources ETF 1.7 50 -15 6.8 +5.9
WLDR Affinity World Leaders Equity ETF 1.7 67 -32 6.7 +5.7
FDMO Fidelity Momentum Factor ETF 1.7 15 20 2.7 +1.8
CRTC Xtrackers US National Critical Technologies ETF 1.7 35 0 4.4 +3.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.7 9 26 4.7 +3.7
NULV Nuveen ESG Large-Cap Value ETF 1.6 26 9 5.6 +4.6
QGRO American Century U.S. Quality Growth ETF 1.6 29 6 4.0 +3.1
GDIV Harbor Dividend Growth Leaders ETF 1.6 50 -15 4.3 +3.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.6 35 0 6.7 +5.7
SAGP Strategas Global Policy Opportunities ETF 1.6 65 -30 4.9 +3.9
FXU First Trust Utilities AlphaDEX Fund 1.6 64 -29 5.2 +4.2
YLDE ClearBridge Dividend Strategy ESG ETF 1.6 60 -25 5.3 +4.3
ABLS Abacus FCF Small Cap Leaders ETF 1.6 59 -24 5.1 +4.1
STXG Strive 1000 Growth ETF 1.6 18 17 3.5 +2.5
AFLG First Trust Active Factor Large Cap ETF 1.6 55 -20 5.4 +4.5
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 0 6.4 +5.5
AIRR First Trust RBA American Industrial Renaissance ETF 1.6 70 -35 3.9 +2.9
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.6 40 -5 4.8 +3.8
DFAU Dimensional US Core Equity Market ETF 1.6 12 23 4.7 +3.7
DFSV Dimensional US Small Cap Value ETF 1.6 31 4 9.5 +8.6
ABEQ Absolute Select Value ETF 1.6 85 -50 4.4 +3.4
PKW Invesco Buyback Achievers ETF 1.5 62 -27 7.6 +6.6
SPHB Invesco S&P 500 High Beta ETF 1.5 25 10 4.3 +3.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.5 35 0 3.4 +2.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.5 39 -4 8.4 +7.4
AVUS Avantis U.S. Equity ETF 1.5 15 20 5.2 +4.2
FXN First Trust Energy AlphaDEX Fund 1.5 62 -27 10.0 +9.0
ZECP Zacks Earnings Consistent Portfolio ETF 1.5 55 -20 4.3 +3.4
XT iShares Exponential Technologies ETF 1.5 46 -11 4.5 +3.5
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 6 4.4 +3.4
PUI Invesco Dorsey Wright Utilities Momentum ETF 1.5 60 -25 4.4 +3.4
IPO Renaissance IPO ETF 1.5 60 -25 2.1 +1.1
JGRO JPMorgan Active Growth ETF 1.5 44 -9 2.6 +1.6
SPXT ProShares S&P 500 Ex-Technology ETF 1.5 9 26 5.0 +4.1
HGRO Hedgeye Quality Growth ETF 1.5 70 -35 3.6 +2.6
PSCT Invesco S&P SmallCap Information Technology ETF 1.5 29 6 4.0 +3.0
FFLC Fidelity Fundamental Large Cap Core ETF 1.5 38 -3 4.2 +3.2
SUSA iShares MSCI USA ESG Select ETF 1.5 25 10 4.4 +3.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.5 14 21 4.5 +3.5
FXL First Trust Technology AlphaDEX Fund 1.5 61 -26 6.2 +5.2
DFAT Dimensional U.S. Targeted Value ETF 1.5 28 7 9.3 +8.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.5 19 16 5.1 +4.1
IWF iShares Russell 1000 Growth ETF 1.5 19 16 3.7 +2.7
SCHV Schwab U.S. Large-Cap Value ETF 1.5 4 31 6.0 +5.0
VONG Vanguard Russell 1000 Growth ETF 1.5 7 28 3.8 +2.8
TOPC iShares S&P 500 3% Capped ETF 1.5 15 20 4.7 +3.7
DFUS Dimensional U.S. Equity ETF 1.5 9 26 4.4 +3.5
DFSU Dimensional US Sustainability Core 1 ETF 1.5 18 17 5.0 +4.0
VLUE iShares MSCI USA Value Factor ETF 1.5 15 20 8.1 +7.1
XMMO Invesco S&P MidCap Momentum ETF 1.5 34 1 3.7 +2.7
IWC iShares Micro-Cap ETF 1.5 60 -25 -1.5 -2.5
FAB First Trust Multi Cap Value AlphaDEX Fund 1.5 67 -32 9.1 +8.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.5 12 23 6.7 +5.7
XSW State Street SPDR S&P Software & Services ETF 1.4 35 0 3.0 +2.1
ACVF American Conservative Values ETF 1.4 75 -40 4.0 +3.0
PRXG Praxis Impact Large Cap Growth ETF 1.4 36 -1 3.4 +2.4
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.4 75 -40 4.5 +3.5
IWV iShares Russell 3000 ETF 1.4 20 15 4.4 +3.4
VTHR Vanguard Russell 3000 ETF 1.4 7 28 4.5 +3.5
VTI Vanguard Total Stock Market ETF 1.4 3 32 4.5 +3.5
VSDA VictoryShares Dividend Accelerator ETF 1.4 35 0 6.7 +5.7
VTV Vanguard Value ETF 1.4 4 31 6.2 +5.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.4 3 32 4.5 +3.5
VALQ American Century U.S. Quality Value ETF 1.4 29 6 7.3 +6.3
IUSG iShares Core S&P U.S. Growth ETF 1.4 4 31 3.4 +2.5
RFFC ALPS Active Equity Opportunity ETF 1.4 48 -13 3.9 +2.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.4 30 5 7.7 +6.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.4 12 23 3.6 +2.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.4 19 16 5.3 +4.4
FDN First Trust Dow Jones Internet Index Fund 1.4 52 -17 2.9 +1.9
FDND FT Vest Dow Jones Internet & Target Income ETF 1.4 75 -40 2.7 +1.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.4 20 15 7.7 +6.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.4 25 10 5.3 +4.4
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 1.4 20 15 -0.2 -1.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.4 25 10 8.5 +7.5
TTAC FCF US Quality ETF 1.4 59 -24 5.3 +4.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.4 40 -5 4.3 +3.3
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 1.4 60 -25 3.4 +2.5
FVAL Fidelity Value Factor ETF 1.4 15 20 6.5 +5.5
CHRI Global X S&P 500 Christian Values ETF 1.4 29 6 4.3 +3.3
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.3 20 15 4.9 +3.9
XVV iShares ESG Screened S&P 500 ETF 1.3 8 27 4.5 +3.5
RVRB Reverb ETF 1.3 30 5 4.2 +3.3
IMCV iShares Morningstar Mid-Cap Value ETF 1.3 6 29 7.4 +6.4
AQWA Global X Clean Water ETF 1.3 50 -15 4.9 +3.9
EFRA iShares Environmental Infrastructure and Industrials ETF 1.3 47 -12 5.1 +4.1
BEEZ Honeytree U.S. Equity ETF 1.3 64 -29 3.7 +2.7
TBLU Tortoise Global Water ESG ETF 1.3 40 -5 4.5 +3.5
IYY iShares Dow Jones U.S. ETF 1.3 20 15 4.4 +3.5
GVUS Marketbeta Russell 1000 Value Equity ETF 1.3 12 23 5.9 +4.9
IXC iShares Global Energy ETF 1.3 44 -9 7.0 +6.0
QGRW WisdomTree U.S. Quality Growth Fund 1.3 28 7 3.2 +2.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.3 3 32 4.8 +3.8
IWB iShares Russell 1000 ETF 1.3 15 20 4.5 +3.5
VONE Vanguard Russell 1000 ETF 1.3 7 28 4.6 +3.6
IWFG IQ Winslow Focused Large Cap Growth ETF 1.3 65 -30 2.3 +1.4
NACP Impact Shares NAACP Minority Empowerment ETF 1.3 49 -14 4.3 +3.3
AVUV Avantis U.S. Small Cap Value ETF 1.3 25 10 8.7 +7.7
IWY iShares Russell Top 200 Growth ETF 1.3 20 15 3.8 +2.8
CGRO CoreValues Alpha Greater China Growth ETF 1.3 75 -40 4.7 +3.7
GXLC Global X U.S. 500 ETF 1.3 2 33 4.4 +3.5
IWD iShares Russell 1000 Value ETF 1.3 19 16 5.8 +4.9
FVD First Trust Value Line Dividend Index Fund 1.3 65 -30 5.8 +4.8
FNK First Trust Mid Cap Value AlphaDEX Fund 1.3 70 -35 10.1 +9.2
AVLV Avantis U.S. Large Cap Value ETF 1.3 15 20 6.2 +5.3
GINN Goldman Sachs Innovate Equity ETF 1.3 52 -17 4.1 +3.1
VYM Vanguard High Dividend Yield Index ETF 1.3 6 29 6.4 +5.4
VONV Vanguard Russell 1000 Value ETF 1.3 7 28 5.9 +4.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.3 11 24 4.5 +3.5
DGRO iShares Core Dividend Growth ETF 1.3 8 27 5.8 +4.9
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 32 4.5 +3.5
VOOG Vanguard S&P 500 Growth ETF 1.3 7 28 3.4 +2.4
RAUS RACWI US ETF 1.3 15 20 4.5 +3.6
FNDB Schwab Fundamental US Broad Market Index ETF 1.3 25 10 6.7 +5.7
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.3 4 31 3.4 +2.4
IVW iShares S&P 500 Growth ETF 1.3 18 17 3.3 +2.3
STRV Strive 500 ETF 1.3 5 30 4.4 +3.5
ARKX ARK Space Exploration & Innovation ETF 1.3 75 -40 0.1 -0.9
OPTZ Optimize Strategy Index ETF 1.2 50 -15 4.2 +3.2
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 17 4.3 +3.3
SPXN ProShares S&P 500 Ex-Financials ETF 1.2 9 26 4.3 +3.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.2 20 15 4.4 +3.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.2 59 -24 5.0 +4.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.2 29 6 6.0 +5.1
IUS Invesco RAFI Strategic US ETF 1.2 19 16 6.1 +5.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 25 4.0 +3.1
VOO Vanguard S&P 500 ETF 1.2 3 32 4.6 +3.6
EGUS iShares ESG Aware MSCI USA Growth ETF 1.2 18 17 3.3 +2.4
LRGC AB US Large Cap Strategic Equities ETF 1.2 48 -13 4.2 +3.2
SPYM State Street SPDR Portfolio S&P 500 ETF 1.2 2 33 4.6 +3.6
SPY SPDR S&P 500 ETF 1.2 9 26 4.5 +3.5
FNDX Schwab Fundamental US Large Co. Index ETF 1.2 25 10 6.7 +5.7
IVV iShares Core S&P 500 ETF 1.2 3 32 4.6 +3.6
RNIN Bushido Capital US SMID Cap Equity ETF 1.2 70 -35 11.5 +10.6
VIG Vanguard Dividend Appreciation ETF 1.2 5 30 5.2 +4.2
XSHQ Invesco S&P SmallCap Quality ETF 1.2 29 6 7.3 +6.3
LRGF iShares U.S. Equity Factor ETF 1.2 8 27 5.0 +4.0
APUE ActivePassive U.S. Equity ETF 1.2 45 -10 4.3 +3.3
VUSE Vident U.S. Equity Strategy ETF 1.2 50 -15 4.0 +3.0
IGV iShares Expanded Tech-Software Sector ETF 1.2 41 -6 3.6 +2.6
DFNV Donoghue Forlines Innovation ETF 1.2 69 -34 4.2 +3.3
IUSV iShares Core S&P US Value ETF 1.2 4 31 6.1 +5.2
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 1.2 10 25 4.1 +3.1
TMAT Main Thematic Innovation ETF 1.2 164 -129 -2.0 -3.0
VV Vanguard Large-Cap ETF 1.2 4 31 4.5 +3.5
AVUQ Avantis U.S. Quality ETF 1.2 15 20 3.9 +2.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.2 35 0 5.3 +4.3
EVUS iShares ESG Aware MSCI USA Value ETF 1.2 18 17 6.0 +5.0
USCF Themes US Cash Flow Champions ETF 1.2 29 6 7.9 +6.9
GEW Cambria Global EW ETF 1.2 29 6 5.7 +4.7
SGLC SGI U.S. Large Cap Core ETF 1.2 85 -50 4.1 +3.1
INCE Franklin Income Equity Focus ETF 1.2 29 6 5.4 +4.4
JPEF JPMorgan Equity Focus ETF 1.2 50 -15 4.1 +3.1
QWLD SPDR MSCI World StrategicFactors ETF 1.2 30 5 5.4 +4.4
QLV FlexShares US Quality Low Volatility Index Fund 1.2 22 13 5.2 +4.2
IYE iShares U.S. Energy ETF 1.1 40 -5 6.4 +5.4
SUSL iShares ESG MSCI USA Leaders ETF 1.1 10 25 4.6 +3.6
ESGU iShares ESG Aware MSCI USA ETF 1.1 15 20 4.5 +3.6
FDCF Fidelity Disruptive Communications ETF 1.1 50 -15 2.1 +1.1
CSMD Congress SMid Growth ETF 1.1 69 -34 3.7 +2.7
SKYY First Trust Cloud Computing ETF 1.1 60 -25 3.3 +2.3
VOOV Vanguard S&P 500 Value ETF 1.1 7 28 5.9 +4.9
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 1.1 75 -40 6.2 +5.2
FIVA Fidelity International Value Factor ETF 1.1 18 17 8.0 +7.0
INRO iShares U.S. Industry Rotation Active ETF 1.1 42 -7 3.9 +3.0
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 20 5.0 +4.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.1 9 26 4.7 +3.7
SPXV ProShares S&P 500 Ex-Health Care ETF 1.1 9 26 4.3 +3.3
IVE iShares S&P 500 Value ETF 1.1 18 17 5.8 +4.9
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.1 4 31 6.0 +5.0
BKLC BNY Mellon US Large Cap Core Equity ETF 1.1 0 35 4.5 +3.5
OALC OneAscent Large Cap Core ETF 1.1 86 -51 3.8 +2.9
PRF Invesco FTSE RAFI US 1000 ETF 1.1 34 1 6.2 +5.2
FDLS Inspire Fidelis Multi Factor ETF 1.1 76 -41 3.5 +2.6
FUTY Fidelity MSCI Utilities Index ETF 1.1 8 27 4.9 +3.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.1 2 33 4.5 +3.5
REMX VanEck Rare Earth/Strategic Metals ETF 1.1 54 -19 2.9 +1.9
FYC First Trust Small Cap Growth AlphaDEX Fund 1.1 71 -36 -0.6 -1.6
PFM Invesco Dividend Achievers ETF 1.1 53 -18 5.0 +4.0
KOCG FIS Knights of Columbus Global Belief ETF 1.1 75 -40 4.3 +3.4
ITAN Sparkline Intangible Value ETF 1.1 50 -15 6.6 +5.6
MGK Vanguard Mega Cap Growth ETF 1.1 7 28 3.6 +2.7
VOTE TCW Transform 500 ETF 1.1 5 30 4.5 +3.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.1 10 25 4.6 +3.6
SFY SoFi Select 500 ETF 1.1 0 35 4.1 +3.2
DSI iShares MSCI KLD 400 Social ETF 1.1 25 10 4.5 +3.6
JAVA JPMorgan Active Value ETF 1.1 44 -9 5.9 +4.9
SQLV Royce Quant Small-Cap Quality Value ETF 1.1 60 -25 8.7 +7.7
VUG Vanguard Growth ETF 1.1 4 31 3.6 +2.7
STOX Horizon Core Equity ETF 1.1 70 -35 3.9 +2.9
SFTY Horizon Managed Risk ETF 1.1 77 -42 3.8 +2.8
GGME Invesco Next Gen Media and Gaming ETF 1.1 60 -25 5.1 +4.1
ESGV Vanguard ESG U.S. Stock ETF 1.1 9 26 4.6 +3.6
SPXE ProShares S&P 500 Ex-Energy ETF 1.1 9 26 4.4 +3.4
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 1.1 60 -25 0.8 -0.2
SMMD iShares Russell 2500 ETF 1.1 15 20 6.1 +5.1
AVSU Avantis Responsible U.S. Equity ETF 1.1 15 20 5.5 +4.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.0 12 23 4.8 +3.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 26 5.3 +4.3
RWL Invesco S&P 500 Revenue ETF 1.0 39 -4 6.2 +5.3
SPMO Invesco S&P 500 Momentum ETF 1.0 13 22 3.7 +2.7
IWL iShares Russell Top 200 ETF 1.0 15 20 4.2 +3.2
TOK iShares MSCI Kokusai ETF 1.0 26 9 4.7 +3.7
SPVU Invesco S&P 500 Enhanced Value ETF 1.0 13 22 9.0 +8.1
RAFE PIMCO RAFI ESG U.S. ETF 1.0 29 6 6.8 +5.8
SCHB Schwab U.S. Broad Market ETF 1.0 3 32 4.6 +3.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.0 8 27 4.7 +3.7
USEW Cambria US EW ETF 1.0 30 5 4.4 +3.4
SWP SWP Growth & Income ETF 1.0 99 -64 4.3 +3.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 26 4.8 +3.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.0 7 28 4.7 +3.7
ROUS Hartford Multifactor US Equity ETF 1.0 19 16 5.8 +4.8
SCHK Schwab 1000 Index ETF 1.0 5 30 4.6 +3.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.0 80 -45 7.0 +6.0
XSMO Invesco S&P SmallCap Momentum ETF 1.0 39 -4 4.1 +3.1
FUNL CornerCap Fundametrics Large-Cap ETF 1.0 50 -15 6.1 +5.1
STXV Strive 1000 Value ETF 1.0 18 17 7.2 +6.2
REVS Columbia Research Enhanced Value ETF 1.0 19 16 7.2 +6.2
CGGR Capital Group Growth ETF 1.0 39 -4 2.7 +1.7
URTH iShares MSCI World ETF 1.0 24 11 4.7 +3.7
VT Vanguard Total World Stock ETF 1.0 6 29 5.4 +4.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.0 20 15 4.6 +3.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.0 7 28 4.5 +3.5
FCPI Fidelity Stocks for Inflation ETF 1.0 15 20 6.2 +5.3
OEI Optimized Equity Income ETF 1.0 75 -40 3.6 +2.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.0 60 -25 3.8 +2.9
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.0 5 30 8.0 +7.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.0 46 -11 7.7 +6.7
HAPI Harbor Human Capital Factor US Large Cap ETF 1.0 36 -1 4.4 +3.4
VFVA Vanguard U.S. Value Factor ETF 1.0 13 22 10.0 +9.0
PSCI Invesco S&P SmallCap Industrials ETF 0.9 29 6 5.0 +4.1
VPU Vanguard Utilities ETF 0.9 9 26 4.8 +3.8
MGV Vanguard Mega Cap Value ETF 0.9 7 28 5.8 +4.8
SPVM Invesco S&P 500 Value with Momentum ETF 0.9 39 -4 6.7 +5.7
UMMA Wahed Dow Jones Islamic World ETF 0.9 65 -30 4.1 +3.1
ZSB USCF Sustainable Battery Metals Strategy Fund 0.9 61 -26 6.9 +5.9
SPIT F/m Emerald Special Situations ETF 0.9 105 -70 -0.6 -1.6
FFOX FundX Future Fund Opportunities ETF 0.9 100 -65 2.5 +1.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.9 75 -40 3.5 +2.6
SCHX Schwab U.S. Large-Cap ETF 0.9 3 32 4.6 +3.6
CLOD Themes Cloud Computing ETF 0.9 35 0 3.5 +2.6
IWX iShares Russell Top 200 Value ETF 0.9 20 15 5.5 +4.5
NANC Unusual Whales Subversive Democratic Trading ETF 0.9 75 -40 3.3 +2.3
PBUS Invesco MSCI USA ETF 0.9 4 31 4.6 +3.6
LCF Touchstone US Large Cap Focused ETF 0.9 69 -34 3.9 +2.9
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.9 8 27 4.6 +3.6
RCGE RockCreek Global Equality ETF 0.9 95 -60 6.5 +5.5
THRO iShares U.S. Thematic Rotation Active ETF 0.9 90 -55 3.5 +2.5
GLOF iShares Global Equity Factor ETF 0.9 20 15 6.1 +5.1
ACWI iShares MSCI ACWI ETF 0.9 32 3 5.1 +4.1
VEGN US Vegan Climate ETF 0.9 60 -25 4.3 +3.3
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.9 52 -17 5.3 +4.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.9 42 -7 4.6 +3.6
VIGI Vanguard International Dividend Appreciation ETF 0.9 10 25 6.4 +5.4
WCLD WisdomTree Cloud Computing Fund 0.9 45 -10 1.6 +0.6
LGRO Level Four Large Cap Growth Active ETF 0.9 55 -20 4.0 +3.1
MFMO Motley Fool Momentum Factor ETF 0.9 50 -15 2.4 +1.4
OND ProShares On-Demand ETF 0.9 58 -23 0.5 -0.5
IYT iShares US Transportation ETF 0.9 40 -5 4.9 +3.9
XTN State Street SPDR S&P Transportation ETF 0.9 35 0 4.1 +3.1
MGC Vanguard Mega Cap ETF 0.9 7 28 4.2 +3.3
FBCG Fidelity Blue Chip Growth ETF 0.9 59 -24 2.5 +1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 0.9 37 -2 5.7 +4.7
SNPE Xtrackers S&P 500 ESG ETF 0.9 10 25 4.7 +3.7
FDLO Fidelity Low Volatility Factor ETF 0.9 15 20 5.0 +4.1
ADME Aptus Drawdown Managed Equity ETF 0.9 79 -44 3.6 +2.6
QVML Invesco S&P 500 QVM Multi-factor ETF 0.9 11 24 4.7 +3.8
CVY Invesco Zacks Multi-Asset Income ETF 0.8 106 -71 10.6 +9.7
DUSA Davis Select U.S. Equity ETF 0.8 61 -26 7.5 +6.5
OSCV Opus Small Cap Value ETF 0.8 79 -44 6.0 +5.1
ECML Euclidean Fundamental Value ETF 0.8 95 -60 9.4 +8.5
DAK Dakota Active Equity ETF 0.8 43 -8 4.0 +3.1
AIEQ AI Powered Equity ETF 0.8 75 -40 4.1 +3.1
VCR Vanguard Consumer Discretionary ETF 0.8 9 26 4.6 +3.6
DUHP Dimensional US High Profitability ETF 0.8 21 14 5.4 +4.4
QQQS Invesco NASDAQ Future Gen 200 ETF 0.8 20 15 -4.4 -5.4
EBI Longview Advantage ETF 0.8 35 0 6.4 +5.4
FTEC Fidelity MSCI Information Technology Index ETF 0.8 8 27 3.7 +2.7
CGDG Capital Group Dividend Growers ETF 0.8 47 -12 5.4 +4.4
EES WisdomTree U.S. SmallCap Fund 0.8 38 -3 8.6 +7.6
TTAI FCF International Quality ETF 0.8 59 -24 6.6 +5.6
KLMN Invesco MSCI North America Climate ETF 0.8 9 26 4.7 +3.7
PNQI Invesco NASDAQ Internet ETF 0.8 60 -25 3.8 +2.8
QUAL iShares MSCI USA Quality Factor ETF 0.8 15 20 4.7 +3.7
DIVG Invesco S&P 500 High Dividend Growers ETF 0.8 39 -4 7.8 +6.8
FDG American Century Focused Dynamic Growth ETF 0.8 45 -10 1.9 +0.9
VGT Vanguard Information Technology ETF 0.8 9 26 3.7 +2.7
JEPI JPMorgan Equity Premium Income ETF 0.8 35 0 4.9 +3.9
HAPS Harbor Human Capital Factor US Small Cap ETF 0.8 60 -25 3.9 +2.9
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.7 29 6 4.0 +3.0
GWX SPDR S&P International Small Cap ETF 0.7 40 -5 6.2 +5.2
GSPY Gotham Enhanced 500 ETF 0.7 50 -15 4.8 +3.8
ROE Astoria US Quality Kings ETF 0.7 49 -14 5.8 +4.9
LCLG Logan Capital Broad Innovative Growth ETF 0.7 99 -64 3.3 +2.3
EBLU Ecofin Global Water ESG Fund 0.7 40 -5 4.6 +3.7
IETC iShares U.S. Tech Independence Focused ETF 0.7 18 17 3.3 +2.3
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 0.7 40 -5 5.8 +4.8
FTXR First Trust Nasdaq Transportation ETF 0.7 60 -25 7.5 +6.6
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.7 61 -26 8.0 +7.0
FFOG Franklin Focused Growth ETF 0.7 61 -26 1.8 +0.8
SFGV Sequoia Global Value ETF 0.7 23 12 7.5 +6.5
PIEL Pacer International Export Leaders ETF 0.7 60 -25 4.6 +3.6
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 0.7 29 6 9.0 +8.0
EPS WisdomTree U.S. LargeCap Fund 0.7 8 27 5.1 +4.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.7 49 -14 6.4 +5.4
LST Leuthold Select Industries ETF 0.7 91 -56 5.3 +4.3
KLMT Invesco MSCI Global Climate 500 ETF 0.7 10 25 5.4 +4.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.7 25 10 4.5 +3.5
ILCV iShares Morningstar Value ETF 0.7 4 31 5.7 +4.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.6 32 3 4.4 +3.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.6 10 25 4.7 +3.7
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 -26 6.0 +5.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.6 29 6 4.3 +3.3
DGRW WisdomTree US Quality Dividend Growth Fund 0.6 28 7 5.2 +4.3
SVAL iShares US Small Cap Value Factor ETF 0.6 20 15 8.1 +7.1
GOP Unusual Whales Subversive Republican Trading ETF 0.6 50 -15 4.8 +3.8
RFV Invesco S&P Midcap 400 Pure Value ETF 0.6 35 0 12.3 +11.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 0.6 60 -25 8.0 +7.1
MFIG Motley Fool Innovative Growth Factor ETF 0.6 50 -15 2.9 +2.0
AFSM First Trust Active Factor Small Cap ETF 0.6 75 -40 6.5 +5.5
TMFC Motley Fool 100 Index ETF 0.6 50 -15 3.3 +2.3
TPIF Timothy Plan International ETF 0.6 62 -27 5.8 +4.8
EQIN Columbia US Equity Income ETF 0.6 35 0 6.3 +5.3
XMLV Invesco S&P MidCap Low Volatility ETF 0.6 25 10 7.0 +6.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.6 20 15 5.1 +4.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 -3 8.7 +7.7
IMTM iShares MSCI Intl Momentum Factor ETF 0.6 30 5 5.1 +4.1
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -14 5.1 +4.1
CZAR Themes Natural Monopoly ETF 0.6 35 0 5.5 +4.5
RECS Columbia Research Enhanced Core ETF 0.6 15 20 5.7 +4.7
SPHQ Invesco S&P 500 Quality ETF 0.6 15 20 4.9 +3.9
ICAP InfraCap Equity Income Fund ETF 0.6 171 -136 4.8 +3.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -44 4.7 +3.7
FENY Fidelity MSCI Energy Index ETF 0.5 8 27 6.5 +5.5
AVDS Avantis International Small Cap Equity ETF 0.5 30 5 6.4 +5.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.5 21 14 3.2 +2.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.5 4 31 3.6 +2.6
AOTS AOT Software Platform ETF 0.5 49 -14 4.7 +3.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.5 48 -13 5.7 +4.7
ENHU iShares Enhanced Large Cap Core Active ETF 0.5 22 13 4.5 +3.5
VDE Vanguard Energy ETF 0.5 9 26 6.4 +5.4
DTD WisdomTree U.S. Total Dividend Fund 0.5 28 7 6.0 +5.0
ABOT Abacus FCF Innovation Leaders ETF 0.5 69 -34 4.1 +3.1
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 10 6.4 +5.4
STXI Strive International Developed Markets ETF 0.5 29 6 6.0 +5.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.5 15 20 8.7 +7.7
COWZ Pacer US Cash Cows 100 ETF 0.5 49 -14 7.8 +6.8
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.5 49 -14 7.7 +6.8
DIVB iShares Core Dividend ETF 0.5 5 30 7.8 +6.8
SNPG Xtrackers S&P 500 Growth ESG ETF 0.5 15 20 4.3 +3.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.5 25 10 5.9 +5.0
IGE iShares North American Natural Resources ETF 0.5 41 -6 5.6 +4.6
GQI Natixis Gateway Quality Income ETF 0.5 34 1 4.6 +3.6
LIT Global X Lithium & Battery Tech ETF 0.5 75 -40 5.6 +4.6
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.5 49 -14 8.7 +7.7
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.5 55 -20 3.5 +2.5
COPY Tweedy, Browne Insider + Value ETF 0.4 80 -45 16.1 +15.1
NATO Themes Transatlantic Defense ETF 0.4 35 0 1.8 +0.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.4 3 32 6.3 +5.3
ECNS iShares MSCI China Small-Cap ETF 0.4 59 -24 8.5 +7.5
IGM iShares Expanded Tech Sector ETF 0.4 41 -6 3.3 +2.3
DLN WisdomTree U.S. LargeCap Dividend Fund 0.4 28 7 5.7 +4.7
WSGE Warren Street Global Equity ETF 0.4 80 -45 3.1 +2.1
PID Invesco International Dividend Achievers ETF 0.4 53 -18 4.2 +3.2
VEA Vanguard FTSE Developed Markets ETF 0.4 3 32 6.4 +5.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 -4 7.2 +6.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 0 8.1 +7.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.4 8 27 6.7 +5.7
BKIE BNY Mellon International Equity ETF 0.4 4 31 6.3 +5.4
PXH Invesco FTSE RAFI Emerging Markets ETF 0.4 49 -14 14.3 +13.3
SCHF Schwab International Equity ETF 0.4 6 29 6.4 +5.4
SXQG ETC 6 Meridian Quality Growth ETF 0.4 100 -65 3.0 +2.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 0.4 45 -10 5.6 +4.6
PSCF Invesco S&P SmallCap Financials ETF 0.4 29 6 9.2 +8.2
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.4 35 0 9.3 +8.3
GPZ VanEck Alternative Asset Manager ETF 0.4 40 -5 5.5 +4.6
WDIV SPDR S&P Global Dividend ETF 0.4 40 -5 9.6 +8.6
IGPT Invesco AI and Next Gen Software ETF 0.4 60 -25 3.6 +2.6
CIL VictoryShares International Volatility Wtd ETF 0.4 45 -10 5.8 +4.8
ARKK ARK Innovation ETF 0.4 75 -40 -3.1 -4.1
FDEV Fidelity International Multifactor ETF 0.4 18 17 7.4 +6.4
LGCF Themes US Cash Flow Champions ETF 0.4 30 5 7.5 +6.5
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -45 9.4 +8.4
IYC iShares U.S. Consumer Discretionary ETF 0.4 40 -5 3.6 +2.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.4 30 5 4.1 +3.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.4 15 20 7.4 +6.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.3 50 -15 3.6 +2.6
GXC SPDR S & P China ETF 0.3 59 -24 18.0 +17.0
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.3 30 5 8.4 +7.4
COPJ Sprott Junior Copper Miners ETF 0.3 75 -40 -1.5 -2.5
BRAZ Global X Brazil Active ETF 0.3 75 -40 9.7 +8.7
PXI Invesco Dorsey Wright Energy Momentum ETF 0.3 60 -25 5.2 +4.2
AVEM Avantis Emerging Markets Equity ETF 0.3 33 2 7.8 +6.8
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 31 6.4 +5.4
VXUS Vanguard Total International Stock ETF 0.3 5 30 7.1 +6.1
XCNY SPDR S&P Emerging Markets ex-China ETF 0.3 15 20 6.2 +5.2
EV Mast Global Battery Recycling & Production ETF 0.3 65 -30 6.2 +5.3
VEU Vanguard FTSE All-World ex-US Index Fund 0.3 4 31 7.2 +6.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.3 18 17 6.8 +5.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.3 29 6 7.3 +6.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.3 20 15 5.9 +4.9
DTAN Sparkline International Intangible Value ETF 0.3 55 -20 7.6 +6.7
KGRN KraneShares MSCI China Clean Technology Index ETF 0.3 79 -44 2.9 +1.9
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -12 8.5 +7.5
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.3 24 11 6.1 +5.1
GINX SGI Enhanced Global Income ETF 0.3 98 -63 7.1 +6.1
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.3 12 23 5.7 +4.7
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 28 7.0 +6.1
HDUS Hartford Disciplined US Equity ETF 0.3 19 16 5.1 +4.1
QLC FlexShares US Quality Large Cap Index Fund 0.3 25 10 5.0 +4.0
AVDV Avantis International Small Cap Value ETF 0.3 36 -1 8.3 +7.3
FLRG Fidelity U.S. Multifactor ETF 0.3 15 20 6.2 +5.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.3 20 15 5.8 +4.8
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 -5 6.5 +5.6
STXE Strive Emerging Markets Ex-China ETF 0.3 32 3 6.1 +5.1
SPEM SPDR Portfolio Emerging Markets ETF 0.3 7 28 10.1 +9.1
HYDR Global X Hydrogen ETF 0.3 50 -15 -7.3 -8.3
XPND First Trust Expanded Technology ETF 0.3 65 -30 3.2 +2.2
APIE ActivePassive International Equity ETF 0.3 45 -10 6.9 +5.9
JADE JPMorgan Active Developing Markets Equity ETF 0.3 65 -30 6.7 +5.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 -4 7.4 +6.5
DEEP Roundhill Acquirers Deep Value ETF 0.2 80 -45 17.0 +16.1
WCEO Hypatia Women CEO ETF 0.2 85 -50 5.2 +4.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 -4 6.5 +5.5
KNCT Invesco Next Gen Connectivity ETF 0.2 40 -5 3.9 +3.0
AQLT iShares MSCI Global Quality Factor ETF 0.2 18 17 0.0 -1.0
GLBL Pacer MSCI World Industry Advantage ETF 0.2 65 -30 3.8 +2.8
ROSC Hartford Multifactor Small Cap ETF 0.2 34 1 7.7 +6.7
FBCV Fidelity Blue Chip Value ETF 0.2 59 -24 6.2 +5.2
VSGX Vanguard ESG International Stock ETF 0.2 10 25 7.2 +6.2
IOO iShares Global 100 ETF 0.2 41 -6 4.3 +3.3
AVSE Avantis Responsible Emerging Markets Equity ETF 0.2 33 2 7.4 +6.4
AVSD Avantis Responsible International Equity ETF 0.2 23 12 6.4 +5.4
CGGO Capital Group Global Growth Equity ETF 0.2 47 -12 4.6 +3.6
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 1 6.8 +5.9
WAR U.S. Global Tech and Aerospace & Defense ETF 0.2 60 -25 0.2 -0.8
DRNZ REX Drone ETF 0.2 65 -30 -1.6 -2.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.2 56 -21 7.4 +6.5
GXPD Global X PureCap MSCI Consumer Discretionary ETF 0.2 25 10 3.7 +2.7
IYW iShares U.S. Technology ETF 0.2 40 -5 3.6 +2.6
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 5 6.9 +5.9
IDHQ Invesco S&P International Developed High Quality ETF 0.2 29 6 5.8 +4.9
GXPT Global X PureCap MSCI Information Technology ETF 0.2 25 10 3.8 +2.8
COLO Global X MSCI Colombia ETF 0.2 62 -27 16.7 +15.7
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.2 42 -7 8.0 +7.0
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 10 5.8 +4.9
FDM First Trust Dow Jones Select MicroCap Index Fund 0.2 60 -25 7.3 +6.3
XLK Technology Select Sector SPDR 0.2 8 27 4.0 +3.0
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 21 4.3 +3.3
DHS WisdomTree U.S. High Dividend Fund 0.2 38 -3 8.4 +7.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 -6 6.5 +5.5
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -30 7.0 +6.0
QINT American Century Quality Diversified International ETF 0.2 39 -4 7.0 +6.1
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 -35 6.7 +5.8
ION ProShares S&P Global Core Battery Metals ETF 0.2 58 -23 6.0 +5.0
LITP Sprott Lithium Miners ETF 0.2 65 -30 1.1 +0.1
EWZS iShares MSCI Brazil Small-Cap ETF 0.2 59 -24 11.0 +10.0
ILIT iShares Lithium Miners and Producers ETF 0.2 47 -12 3.7 +2.7
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.2 30 5 8.8 +7.9
IGRO iShares International Dividend Growth ETF 0.2 15 20 7.1 +6.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.2 24 11 7.2 +6.2
AVDE Avantis International Equity ETF 0.2 23 12 6.6 +5.6
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.2 32 3 5.4 +4.4
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.2 50 -15 8.9 +7.9
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 26 9.0 +8.0
EEM iShares MSCI Emerging Markets ETF 0.1 69 -34 8.7 +7.7
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.1 32 3 13.8 +12.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -31 8.0 +7.0
DFAI Dimensional International Core Equity Market ETF 0.1 18 17 6.4 +5.4
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.1 80 -45 7.2 +6.2
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 -14 9.4 +8.4
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 1 5.5 +4.5
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 11 5.9 +4.9
IXN iShares Global Tech ETF 0.1 41 -6 3.4 +2.4
ALIL Argent Focused Small Cap ETF 0.1 74 -39 6.1 +5.1
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 2 7.0 +6.0
MODL VictoryShares WestEnd U.S. Sector ETF 0.1 42 -7 4.4 +3.4
PINK Simplify Health Care ETF 0.1 50 -15 1.0 +0.1
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 0.1 35 0 9.5 +8.5
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.1 49 -14 5.3 +4.4
EBIZ Global X E-Commerce ETF 0.1 50 -15 4.7 +3.8
IBUY Amplify Online Retail ETF 0.1 65 -30 2.4 +1.4
WRND IQ Global Equity R&D Leaders ETF 0.1 18 17 4.4 +3.4
DFIC Dimensional International Core Equity 2 ETF 0.1 23 12 6.6 +5.6
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 -10 8.9 +7.9
IVRS iShares Future Metaverse Tech and Communications ETF 0.1 47 -12 5.3 +4.3
DFIS Dimensional International Small Cap ETF 0.1 39 -4 6.5 +5.6
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 10 6.5 +5.5
DEW WisdomTree Global High Dividend Fund 0.1 58 -23 7.6 +6.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.1 30 5 14.4 +13.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.1 52 -17 5.6 +4.6
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.1 12 23 3.7 +2.7
IEDI iShares U.S. Consumer Focused ETF 0.1 18 17 5.0 +4.1
DXIV Dimensional International Vector Equity ETF 0.1 34 1 6.9 +6.0
XRT State Street SPDR S&P Retail ETF 0.1 35 0 7.9 +6.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 -10 7.3 +6.3
PSCM Invesco S&P SmallCap Materials ETF 0.1 29 6 10.5 +9.5
MGMT Ballast Small/Mid Cap ETF 0.1 110 -75 7.9 +7.0
TCV Towle Value ETF 0.1 85 -50 10.7 +9.7
VFH Vanguard Financials ETF 0.1 9 26 6.5 +5.5
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.1 38 -3 9.5 +8.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 10 8.0 +7.0
SCHD Schwab US Dividend Equity ETF 0.0 6 29 8.4 +7.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 5 6.8 +5.8
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 12 7.6 +6.6
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.0 40 -5 9.4 +8.4
IEFA iShares Core MSCI EAFE ETF 0.0 7 28 6.4 +5.4
FNCL Fidelity MSCI Financials Index ETF 0.0 8 27 6.4 +5.5
FLCH Franklin FTSE China ETF 0.0 19 16 17.2 +16.2
AVES Avantis Emerging Markets Value ETF 0.0 36 -1 9.5 +8.5
KROP Global X AgTech & Food Innovation ETF 0.0 50 -15 6.9 +5.9
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.0 33 2 7.5 +6.5
DFEV Dimensional Emerging Markets Value ETF 0.0 43 -8 10.5 +9.5
DLS WisdomTree International SmallCap Dividend Fund 0.0 58 -23 7.8 +6.8
IZRL ARK Israel Innovative Technology ETF 0.0 49 -14 1.4 +0.4
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 0 7.7 +6.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 -3 7.6 +6.7
GSID Goldman Sachs MarketBeta International Equity ETF 0.0 20 15 6.2 +5.2
DTH WisdomTree International High Dividend Fund 0.0 58 -23 7.7 +6.7
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 28 9.7 +8.7
VDC Vanguard Consumer Staples ETF 0.0 9 26 5.5 +4.5
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 16 7.9 +6.9
DWM WisdomTree International Equity Fund 0.0 48 -13 5.9 +4.9
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.0 29 6 8.7 +7.7
TRUT VanEck Technology TruSector ETF 0.0 13 22 4.3 +3.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 -6 7.4 +6.5
DIHP Dimensional International High Profitability ETF 0.0 29 6 6.0 +5.0
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -30 0.0 -1.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.0 15 20 9.7 +8.7
DISV Dimensional International Small Cap Value ETF 0.0 42 -7 8.7 +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 3.8 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 1.0 %
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.