Carbon Collective Climate Solutions US Equity ETF
ALTAR
Score™
1.1% info Recommen-
dation
AVOID
2025E    2026E
P/E
ratio
56.5x P/Sales
ratio
2.4x
P/BV
ratio
3.8x 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 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 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
NUCOR CORP 5.7 %
SOUTHERN COPPER CORP 5.7 %
REPUBLIC SERVICES INC 5.7 %
JOHNSON CONTROLS INTERNATIONAL PLC 5.3 %
WASTE MANAGEMENT INC 5.1 %
CARRIER GLOBAL CORP. 4.5 %
GE VERONA 4.5 %
CAMECO CORP 4.3 %
QUANTA SERVICES INC 4.2 %
STEEL DYNAMICS INC 3.4 %
Total 48.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 75.2 %
CANADA 9.1 %
IRELAND 5.5 %
CHINA 3.6 %
ISRAEL 3.2 %
INDIA 0.3 %
COLOMBIA 0.2 %
SWEDEN 0.0 %
BRITAIN 0.0 %


HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
5.7% 9.6% -- -- 8.0%

Market Correlations
versus... Beta R-squared
S&P500 1.42 61%
MSCI EAFE 1.09 55%
MSCI Emg. Mkts. 0.71 57%

Technical Indicators
Recent close $25.40
30d moving avg. $26.87
Annualized volatility 23.6%
Short interest (ETF) 1.1%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.2%
Bid/Ask (% of price) 0.28%
ADV underlying (mns) $41,942

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 962 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™: 1.1%


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 17.6 40 -5 4.4 +3.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 14.8 58 -23 3.6 +2.5
FRNW Fidelity Clean Energy ETF 14.7 39 -4 2.1 +1.0
PAVE Global X U.S. Infrastructure Development ETF 14.3 47 -12 4.6 +3.5
SMOG VanEck Low Carbon Energy ETF 14.3 61 -26 1.3 +0.3
HWAY Themes US Infrastructure ETF 13.9 29 6 4.7 +3.6
PBW Invesco WilderHill Clean Energy ETF 13.5 66 -31 -3.3 -4.3
POW VistaShares Electrification Supercycle ETF 13.5 75 -40 2.4 +1.3
EVX VanEck Environmental Services ETF 13.3 55 -20 4.2 +3.1
VOLT Tema Electrification ETF 12.7 75 -40 2.7 +1.6
MID American Century Mid Cap Growth Impact ETF 12.5 45 -10 3.0 +1.9
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 12.4 58 -23 -2.0 -3.1
FIDU Fidelity MSCI Industrial Index ETF 12.1 8 27 3.9 +2.8
ETEC iShares Breakthrough Environmental Solutions ETF 11.9 47 -12 3.4 +2.3
XLI Industrial Select Sector SPDR 11.8 8 27 3.9 +2.8
NETZ TCW Transform Systems ETF 11.6 75 -40 1.5 +0.4
VIS Vanguard Industrials ETF 11.2 9 26 3.9 +2.9
RSPN Invesco S&P 500 Equal Weight Industrials ETF 11.1 40 -5 4.8 +3.7
CNRG State Street SPDR S&P Kensho Clean Power ETF 10.9 45 -10 0.0 -1.0
NUKZ Range Nuclear Renaissance Index ETF 10.3 85 -50 1.6 +0.5
FXZ First Trust Materials AlphaDEX Fund 10.3 61 -26 6.7 +5.6
ERTH Invesco MSCI Sustainable Future ETF 10.1 62 -27 3.4 +2.4
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 10.1 45 -10 4.7 +3.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 10.0 75 -40 2.0 +0.9
XME State Street SPDR S&P Metals & Mining ETF 9.9 35 0 5.5 +4.5
ZAP Global X U.S. Electrification ETF 9.9 50 -15 3.7 +2.7
SLX VanEck Steel ETF 9.8 56 -21 10.2 +9.2
ACES ALPS Clean Energy ETF 9.8 55 -20 -3.0 -4.1
XHB State Street SPDR S&P Homebuilders ETF 9.8 35 0 12.0 +10.9
IFRA iShares U.S. Infrastructure ETF 9.7 30 5 6.1 +5.0
AFOS ARS Focused Opportunities Strategy ETF 9.5 45 -10 2.0 +0.9
IYM iShares U.S. Basic Materials ETF 9.5 40 -5 4.5 +3.4
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 9.5 79 -44 3.8 +2.7
RBLD First Trust Alerian US NextGen Infrastructure ETF 9.5 65 -30 4.1 +3.1
TNUK Tortoise Nuclear Renaissance ETF 9.3 75 -40 0.9 -0.1
PBD Invesco Global Clean Energy ETF 9.3 75 -40 0.4 -0.7
TAN Invesco Solar ETF 9.3 67 -32 5.6 +4.5
TCAI Tortoise AI Infrastructure ETF 9.2 65 -30 1.4 +0.4
VCLN Virtus Duff & Phelps Clean Energy ETF 9.1 59 -24 2.7 +1.7
STRN SMART Trend 25 ETF 9.0 59 -24 2.5 +1.5
MADE iShares U.S. Manufacturing ETF 8.7 40 -5 3.8 +2.7
IDU iShares U.S. Utilities ETF 8.5 40 -5 4.9 +3.9
GK AdvisorShares Gerber Kawasaki ETF 8.3 75 -40 1.5 +0.4
RSPM Invesco S&P 500 Equal Weight Materials ETF 8.2 40 -5 5.7 +4.6
URA Global X Uranium ETF 7.9 69 -34 1.0 -0.1
XLB Materials Select Sector SPDR 7.9 8 27 5.6 +4.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 7.9 39 -4 1.2 +0.2
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 7.9 75 -40 2.0 +0.9
PKW Invesco Buyback Achievers ETF 7.8 62 -27 7.2 +6.1
ICLN iShares Global Clean Energy ETF 7.7 41 -6 2.1 +1.0
PICK iShares MSCI Global Metals & Mining Producers ETF 7.6 39 -4 8.0 +6.9
IYJ iShares U.S. Industrials ETF 7.5 40 -5 4.3 +3.2
VAW Vanguard Materials ETF 7.1 9 26 5.2 +4.1
FMAT Fidelity MSCI Materials Index ETF 6.9 8 27 5.2 +4.2
PRN Invesco Dorsey Wright Industrials Momentum ETF 6.9 60 -25 1.6 +0.5
PDP Invesco Dorsey Wright Momentum ETF 6.9 62 -27 1.6 +0.6
IQM Franklin Intelligent Machines ETF 6.8 50 -15 1.2 +0.1
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 6.6 45 -10 -1.5 -2.6
TAX Cambria Tax Aware ETF 6.6 49 -14 4.1 +3.1
URAN Themes Uranium & Nuclear ETF 6.6 35 0 1.2 +0.1
EXI iShares Global Industrials ETF 6.5 42 -7 3.7 +2.6
NUMV Nuveen ESG Mid-Cap Value ETF 6.5 31 4 5.6 +4.5
FAN First Trust Global Wind Energy ETF 6.4 60 -25 3.0 +2.0
FTWO Strive FAANG 2.0 ETF 6.3 49 -14 3.8 +2.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 6.3 15 20 3.9 +2.8
FPX First Trust US Equity Opportunities ETF 6.3 61 -26 0.8 -0.2
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 6.3 60 -25 4.5 +3.5
BGDV Bahl & Gaynor Dividend ETF 6.3 45 -10 4.0 +3.0
DGLO First Trust RBA Deglobalization ETF 6.2 70 -35 5.6 +4.6
PKB Invesco Building & Construction ETF 6.2 62 -27 4.2 +3.2
TXS Texas Capital Texas Equity Index ETF 6.2 49 -14 4.9 +3.8
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 6.0 20 15 0.8 -0.3
XMMO Invesco S&P MidCap Momentum ETF 5.9 34 1 3.9 +2.8
PUI Invesco Dorsey Wright Utilities Momentum ETF 5.8 60 -25 5.0 +4.0
EPU iShares MSCI Peru and Global Exposure ETF 5.7 59 -24 4.1 +3.1
PTL Inspire 500 ETF 5.7 9 26 4.6 +3.5
CTEC Global X CleanTech ETF 5.7 50 -15 0.0 -1.1
PWB Invesco Large Cap Growth ETF 5.7 56 -21 2.0 +1.0
COPX Global X Copper Miners ETF 5.6 65 -30 3.9 +2.8
TMFX Motley Fool Next Index ETF 5.5 50 -15 2.8 +1.7
DSTL Distillate US Fundamental Stability & Value ETF 5.4 39 -4 7.4 +6.3
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 5.4 61 -26 6.4 +5.4
FTC First Trust Large Cap Growth AlphaDEX Fund 5.3 59 -24 1.9 +0.8
ABFL Abacus FCF Leaders ETF 5.3 59 -24 4.0 +3.0
GPT Intelligent Alpha Atlas ETF 5.2 69 -34 6.1 +5.0
GMET VanEck Green Metals ETF 5.1 63 -28 0.8 -0.3
RNRG Global X Renewable Energy Producers ETF 5.1 66 -31 4.9 +3.9
VFMO Vanguard U.S. Momentum Factor ETF 5.0 13 22 1.7 +0.7
RPG Invesco S&P 500 Pure Growth ETF 5.0 35 0 2.7 +1.6
ICOP iShares Copper and Metals Mining ETF 4.9 47 -12 5.2 +4.1
AIEQ AI Powered Equity ETF 4.8 75 -40 3.7 +2.7
BIBL Inspire 100 ETF 4.8 35 0 4.2 +3.2
NUSC Nuveen ESG Small-Cap ETF 4.7 31 4 5.0 +4.0
JOET Virtus Terranova US Quality Momentum ETF 4.7 29 6 3.9 +2.8
FSST Fidelity Sustainable U.S. Equity ETF 4.6 59 -24 3.7 +2.6
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 4.6 49 -14 6.4 +5.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.6 52 -17 5.1 +4.0
IVES Wedbush ETFMG Global Cloud Technology ETF 4.6 68 -33 3.4 +2.3
TMAT Main Thematic Innovation ETF 4.5 164 -129 -1.9 -3.0
NANR SPDR S&P North American Natural Resources ETF 4.5 35 0 6.0 +4.9
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 4.5 39 -4 3.8 +2.7
CSD Invesco S&P Spin-Off ETF 4.5 65 -30 3.9 +2.8
DARP Grizzle Growth ETF 4.5 75 -40 1.7 +0.7
OCEN IQ Clean Oceans ETF 4.5 45 -10 4.7 +3.6
GRNY Fundstrat Granny Shots US Large Cap ETF 4.4 75 -40 2.1 +1.1
CHGX AXS Change Finance ESG ETF 4.4 49 -14 4.3 +3.2
IWFG IQ Winslow Focused Large Cap Growth ETF 4.4 65 -30 2.2 +1.2
SETM Sprott Energy Transition Materials ETF 4.4 65 -30 1.8 +0.7
GGRW Gabelli Growth Innovators ETF 4.4 90 -55 2.1 +1.1
POWA Invesco Bloomberg Pricing Power ETF 4.3 40 -5 6.1 +5.0
DSMC Distillate Small/Mid Cash Flow ETF 4.3 55 -20 10.3 +9.3
VBK Vanguard Small-Cap Growth ETF 4.3 7 28 1.3 +0.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.3 20 15 5.5 +4.5
USSE Segall Bryant & Hamill Select Equity ETF 4.2 65 -30 3.0 +1.9
MOTO SmartETFs Smart Transportation & Technology ETF 4.2 68 -33 5.6 +4.6
FIW First Trust Water ETF 4.2 53 -18 5.3 +4.2
PHO Invesco Water Resources ETF 4.2 60 -25 5.1 +4.1
STXM Strive Mid-Cap ETF 4.2 18 17 6.0 +5.0
RJDI RJ Eagle Dividend Select Income ETF 4.2 55 -20 4.5 +3.5
SPHQ Invesco S&P 500 Quality ETF 4.2 15 20 4.8 +3.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.1 64 -29 1.3 +0.3
TPHD Timothy Plan High Dividend Stock ETF 4.1 52 -17 6.3 +5.2
AGIQ Sofi Agentic AI ETF 4.1 69 -34 6.4 +5.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.1 49 -14 4.5 +3.4
NUMG Nuveen ESG Mid-Cap Growth ETF 4.1 31 4 1.9 +0.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 4.1 15 20 5.1 +4.0
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 4.0 35 0 6.5 +5.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.0 15 20 6.9 +5.9
SNPG Xtrackers S&P 500 Growth ESG ETF 4.0 15 20 4.1 +3.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.0 58 -23 5.2 +4.1
FMDE Fidelity Enhanced Mid Cap ETF 3.9 23 12 5.4 +4.3
AVMC Avantis U.S. Mid Cap Equity ETF 3.9 18 17 6.2 +5.2
YALL God Bless America ETF 3.9 65 -30 4.5 +3.5
MBOX Freedom Day Dividend ETF 3.9 39 -4 6.7 +5.7
OTGL OTG Latin America ETF 3.9 269 -234 7.6 +6.5
SAMM Strategas Macro Momentum ETF 3.9 66 -31 3.5 +2.4
VNSE Natixis Vaughan Nelson Select ETF 3.8 80 -45 3.4 +2.3
CALF Pacer US Small Cap Cash Cows 100 ETF 3.8 59 -24 8.5 +7.4
IMCG iShares Morningstar Mid-Cap Growth ETF 3.8 6 29 3.4 +2.3
USMV iShares MSCI USA Min Vol Factor ETF 3.7 15 20 5.4 +4.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.7 15 20 6.3 +5.2
GVIP Goldman Sachs Hedge Industry VIP ETF 3.7 45 -10 2.4 +1.4
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.7 85 -50 2.7 +1.7
CBSE Clough Select Equity ETF 3.7 85 -50 0.4 -0.7
PSET Principal Quality ETF 3.7 15 20 4.9 +3.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.7 10 25 3.7 +2.7
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 3.7 15 20 3.8 +2.7
IJT iShares S&P Small-Cap 600 Growth ETF 3.7 18 17 3.8 +2.7
JGRW Jensen Quality Growth ETF 3.7 57 -22 4.2 +3.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.6 17 18 5.0 +3.9
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 3.6 60 -25 7.8 +6.8
PGJ Invesco Golden Dragon China ETF 3.6 70 -35 17.4 +16.3
XJH iShares ESG Screened S&P Mid-Cap ETF 3.6 12 23 6.1 +5.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.6 15 20 6.2 +5.2
VOT Vanguard Mid-Cap Growth ETF 3.6 7 28 3.2 +2.1
WUGI AXS Esoterica NextG Economy ETF 3.6 75 -40 1.4 +0.4
TMDV ProShares Russell US Dividend Growers ETF 3.5 35 0 6.3 +5.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.5 39 -4 3.6 +2.6
COPA Themes Copper Miners ETF 3.5 35 0 2.7 +1.6
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.5 40 -5 5.3 +4.3
SRVR Pacer Data & Infrastructure Real Estate ETF 3.5 55 -20 4.4 +3.3
AVMV Avantis U.S. Mid Cap Value ETF 3.5 20 15 7.6 +6.5
ETHO Etho Climate Leadership U.S. ETF 3.5 47 -12 4.1 +3.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.5 7 28 5.4 +4.3
XMHQ Invesco S&P MidCap Quality ETF 3.5 25 10 6.0 +5.0
CCNR ALPS CoreCommodity Natural Resources ETF 3.5 39 -4 8.0 +7.0
BATT Amplify Lithium & Battery Technology ETF 3.4 59 -24 2.0 +1.0
ACEP ARS Core Equity ETF 3.4 45 -10 4.0 +3.0
FFOG Franklin Focused Growth ETF 3.4 61 -26 1.6 +0.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.4 60 -25 7.0 +5.9
XSMO Invesco S&P SmallCap Momentum ETF 3.4 39 -4 3.9 +2.8
ITEQ BlueStar Israel Technology ETF 3.4 75 -40 1.2 +0.2
VO Vanguard Mid-Cap ETF 3.4 4 31 21.2 +20.2
LOUP Innovator Deepwater Frontier Tech ETF 3.4 70 -35 0.9 -0.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.3 60 -25 6.0 +5.0
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 3.3 72 -37 2.6 +1.6
JHMM John Hancock Multifactor Mid Cap ETF 3.3 42 -7 5.6 +4.5
JHSC John Hancock Multifactor Small Cap ETF 3.3 42 -7 6.1 +5.1
MXI iShares Global Materials ETF 3.3 41 -6 5.9 +4.8
GURU Global X Guru Index ETF 3.3 75 -40 2.4 +1.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.3 24 11 6.1 +5.0
ARKQ ARK Autonomous Technology & Robotics ETF 3.3 75 -40 1.0 -0.1
VOE Vanguard Mid-Cap Value ETF 3.3 7 28 6.8 +5.7
FCLD Fidelity Cloud Computing ETF 3.3 39 -4 2.6 +1.5
ISCG iShares Morningstar Small-Cap Growth ETF 3.3 6 29 2.8 +1.7
CAML Congress Large Cap Growth ETF 3.3 66 -31 2.5 +1.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.3 18 17 7.0 +5.9
HOMZ Hoya Capital Housing ETF 3.3 30 5 10.9 +9.9
ULVM VictoryShares US Value Momentum ETF 3.3 20 15 6.2 +5.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.3 10 25 4.3 +3.2
TRFM AAM Transformers ETF 3.3 49 -14 1.0 -0.1
MDY SPDR S&P Midcap 400 ETF Trust 3.3 23 12 6.1 +5.1
IJK iShares S&P Mid-Cap 400 Growth ETF 3.2 17 18 4.3 +3.2
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.2 15 20 4.3 +3.2
ISMD Inspire Small/Mid Cap ETF 3.2 54 -19 5.0 +3.9
AUSF Global X Adaptive U.S. Factor ETF 3.2 27 8 8.2 +7.1
EQAL Invesco Russell 1000 Equal Weight ETF 3.2 20 15 6.2 +5.1
NULC Nuveen ESG Large-Cap ETF 3.2 21 14 3.9 +2.8
AGMI Themes Silver Miners ETF 3.2 35 0 3.6 +2.5
FEX First Trust Large Cap Core AlphaDEX Fund 3.2 59 -24 5.0 +4.0
MTUM iShares MSCI USA Momentum Factor ETF 3.2 15 20 2.3 +1.3
RUNN Running Oak Efficient Growth ETF 3.2 58 -23 5.0 +4.0
SDG iShares MSCI Global Sustainable Development Goals ETF 3.2 49 -14 4.6 +3.5
GNR SPDR S&P Global Natural Resources ETF 3.2 40 -5 8.0 +6.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.2 70 -35 2.2 +1.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.2 24 11 7.3 +6.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.2 9 26 3.7 +2.6
MNZL Manzil Russell Halal USA Broad MarketETF 3.2 40 -5 3.7 +2.7
DTEC ALPS Disruptive Technologies ETF 3.2 50 -15 3.4 +2.4
NIXT Research Affiliates Deletions ETF 3.2 9 26 6.1 +5.1
AIRR First Trust RBA American Industrial Renaissance ETF 3.2 70 -35 4.4 +3.3
TEXN iShares Texas Equity ETF 3.2 20 15 5.0 +3.9
MDCP VictoryShares THB Mid Cap ESG ETF 3.1 55 -20 5.0 +3.9
XJR iShares ESG Screened S&P Small-Cap ETF 3.1 12 23 6.2 +5.2
FXN First Trust Energy AlphaDEX Fund 3.1 62 -27 10.0 +9.0
IJH iShares Core S&P Mid-Cap ETF 3.1 5 30 6.3 +5.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 3.1 3 32 6.3 +5.3
VB Vanguard Small-Cap ETF 3.1 5 30 5.3 +4.2
IVOO Vanguard S&P Mid-Cap 400 ETF 3.1 7 28 6.3 +5.2
ARVR First Trust Indxx Metaverse ETF 3.1 70 -35 3.4 +2.4
CLOU Global X Cloud Computing ETF 3.1 68 -33 2.0 +0.9
OPTZ Optimize Strategy Index ETF 3.1 50 -15 3.4 +2.4
CLNR IQ Cleaner Transport ETF 3.1 45 -10 4.0 +2.9
CGDV Capital Group Dividend Value ETF 3.1 33 2 3.8 +2.8
VXF Vanguard Extended Market ETF 3.1 5 30 3.7 +2.7
CFA VictoryShares US 500 Volatility Wtd ETF 3.0 35 0 5.5 +4.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.0 40 -5 5.4 +4.4
IWS iShares Russell Mid-Cap Value ETF 3.0 23 12 6.0 +5.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.0 15 20 6.4 +5.3
IJJ iShares S&P Mid-Cap 400 Value ETF 3.0 18 17 8.2 +7.1
TPSC Timothy Plan US Small Cap Core ETF 3.0 52 -17 6.8 +5.7
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 3.0 15 20 8.2 +7.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.9 10 25 8.2 +7.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.9 20 15 6.1 +5.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 26 5.2 +4.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.9 39 -4 2.2 +1.1
SCHM Schwab U.S. Mid-Cap ETF 2.9 4 31 5.9 +4.8
BKSE BNY Mellon US Small Cap Core Equity ETF 2.9 4 31 15.8 +14.7
VIOO Vanguard S&P Small-Cap 600 ETF 2.9 7 28 6.2 +5.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.9 3 32 6.5 +5.4
SPVU Invesco S&P 500 Enhanced Value ETF 2.9 13 22 8.5 +7.5
ISCB iShares Morningstar Small-Cap ETF 2.9 4 31 5.4 +4.4
XOEF iShares S&P 500 ex S&P 100 ETF 2.9 20 15 4.7 +3.7
CGW Invesco S&P Global Water Index ETF 2.8 57 -22 4.6 +3.6
EFRA iShares Environmental Infrastructure and Industrials ETF 2.8 47 -12 5.1 +4.1
TBLU Tortoise Global Water ESG ETF 2.8 40 -5 4.7 +3.6
AQWA Global X Clean Water ETF 2.8 50 -15 5.3 +4.2
STXD Strive 1000 Dividend Growth ETF 2.8 35 0 4.5 +3.5
IWO iShares Russell 2000 Growth ETF 2.8 24 11 0.5 -0.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.8 4 31 17.4 +16.3
IJR iShares Core S&P Small Cap ETF 2.8 6 29 6.4 +5.3
AIS VistaShares Artificial Intelligence Supercycle ETF 2.8 75 -40 0.9 -0.2
ABLD Abacus FCF Real Assets Leaders ETF 2.8 69 -34 6.5 +5.4
INCE Franklin Income Equity Focus ETF 2.8 29 6 5.5 +4.4
PRXV Praxis Impact Large Cap Value ETF 2.8 36 -1 5.4 +4.4
PSC Principal U.S. Small-Cap ETF 2.8 38 -3 3.6 +2.6
AGRW Allspring LT Large Growth ETF 2.8 35 0 3.5 +2.4
QGRO American Century U.S. Quality Growth ETF 2.8 29 6 4.1 +3.0
IMCB iShares Morningstar Mid-Cap ETF 2.8 4 31 5.2 +4.1
DEUS Xtrackers Russell US Multifactor ETF 2.7 17 18 6.6 +5.5
DRIV Global X Autonomous & Electric Vehicles ETF 2.7 68 -33 3.4 +2.4
FELC Fidelity Enhanced Large Cap Core ETF 2.7 18 17 4.3 +3.2
RSSL Global X Russell 2000 ETF 2.7 8 27 2.7 +1.6
EUSA iShares MSCI USA Equal Weighted ETF 2.7 9 26 5.5 +4.5
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.7 60 -25 0.9 -0.1
FDMO Fidelity Momentum Factor ETF 2.7 15 20 2.5 +1.4
SMMD iShares Russell 2500 ETF 2.7 15 20 5.6 +4.5
JQUA JPMorgan U.S. Quality Factor ETF 2.7 12 23 4.9 +3.8
VFLO VictoryShares Free Cash Flow ETF 2.7 39 -4 6.5 +5.5
RGEF Rockefeller Global Equity ETF 2.6 55 -20 3.7 +2.7
CRTC Xtrackers US National Critical Technologies ETF 2.6 35 0 4.0 +3.0
FDWM Fidelity Women's Leadership ETF 2.6 59 -24 4.0 +3.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.6 25 10 10.4 +9.4
IDRV iShares Self-driving EV & Tech ETF 2.6 47 -12 1.6 +0.5
EIS iShares MSCI Israel ETF 2.6 58 -23 6.6 +5.5
DBSC Deepwater Beachfront Small Cap ETF 2.6 85 -50 1.2 +0.2
JMOM JPMorgan U.S. Momentum Factor ETF 2.6 12 23 3.3 +2.3
BRIF FIS Bright Portfolios Focused Equity ETF 2.6 65 -30 3.4 +2.3
CZA Invesco Zacks Mid-Cap ETF 2.6 72 -37 5.9 +4.9
ISCV iShares Morningstar Small Cap Value ETF 2.6 6 29 7.7 +6.7
FELV Fidelity Enhanced Large Cap Value ETF 2.6 18 17 5.3 +4.3
QDF FlexShares Quality Dividend Index Fund 2.6 37 -2 5.3 +4.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.5 60 -25 5.3 +4.2
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.5 85 -50 4.1 +3.0
ABEQ Absolute Select Value ETF 2.5 85 -50 4.4 +3.4
BGRO iShares Large Cap Growth Active ETF 2.5 55 -20 1.9 +0.8
SNSR Global X Internet of Things ETF 2.5 68 -33 3.3 +2.3
SIZE iShares MSCI USA Size Factor ETF 2.5 15 20 5.5 +4.5
DFLV Dimensional US Large Cap Value ETF 2.5 22 13 6.0 +4.9
FESM Fidelity Enhanced Small Cap ETF 2.5 28 7 2.2 +1.2
MAGA Point Bridge America First ETF 2.5 72 -37 5.3 +4.3
BLES Inspire Global Hope ETF 2.5 61 -26 5.7 +4.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.5 35 0 4.7 +3.7
FPWR First Trust EIP Power Solutions ETF 2.5 96 -61 4.7 +3.7
NULG Nuveen ESG Large-Cap Growth ETF 2.5 26 9 3.0 +1.9
ILF iShares Latin America 40 ETF 2.5 48 -13 9.4 +8.4
DFAS Dimensional U.S. Small Cap ETF 2.5 26 9 5.6 +4.6
PIO Invesco Global Water ETF 2.5 75 -40 4.6 +3.6
DEMZ Democratic Large Cap Core ETF 2.5 45 -10 3.7 +2.7
KONG Formidable Fortress ETF 2.5 89 -54 5.1 +4.0
VSDA VictoryShares Dividend Accelerator ETF 2.5 35 0 6.5 +5.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.5 60 -25 4.6 +3.6
FNX First Trust Mid Cap Core AlphaDEX Fund 2.4 60 -25 6.4 +5.3
IWM iShares Russell 2000 ETF 2.4 19 16 2.6 +1.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.4 20 15 4.0 +2.9
SDY State Street SPDR S&P Dividend ETF 2.4 35 0 6.3 +5.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 20 4.2 +3.1
VTWO Vanguard Russell 2000 ETF 2.4 7 28 2.8 +1.7
IWR iShares Russell Midcap ETF 2.4 19 16 5.4 +4.3
ACSG American Century Small Cap Growth Insights ETF 2.4 49 -14 4.9 +3.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.4 15 20 6.4 +5.4
SPMO Invesco S&P 500 Momentum ETF 2.4 13 22 2.9 +1.9
SMOT VanEck Morningstar SMID Moat ETF 2.4 49 -14 6.5 +5.5
SMLF iShares U.S. SmallCap Equity Factor ETF 2.4 15 20 5.0 +3.9
RWK Invesco S&P MidCap 400 Revenue ETF 2.4 39 -4 8.0 +6.9
YNOT Horizon Digital Frontier ETF 2.4 75 -40 2.5 +1.4
WTV WisdomTree US Value ETF 2.4 12 23 7.7 +6.7
JGRO JPMorgan Active Growth ETF 2.4 44 -9 2.6 +1.5
RSP Invesco S&P 500 Equal Weight ETF 2.4 20 15 5.9 +4.8
FMKT The Free Markets ETF 2.4 76 -41 4.1 +3.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.3 10 25 4.2 +3.1
FFTY Innovator IBD 50 ETF 2.3 80 -45 0.1 -1.0
BOUT Innovator IBD Breakout Opportunities ETF 2.3 81 -46 3.2 +2.2
VTWG Vanguard Russell 2000 Growth ETF 2.3 10 25 0.7 -0.4
FSMD Fidelity Small-Mid Multifactor ETF 2.3 15 20 6.7 +5.6
SSPY Syntax Stratified LargeCap ETF 2.3 30 5 6.0 +5.0
CGUS Capital Group Core Equity ETF 2.3 33 2 3.6 +2.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.3 9 26 4.1 +3.1
ACWV iShares MSCI Global Min Vol Factor ETF 2.3 20 15 5.7 +4.6
VFMV Vanguard U.S. Minimum Volatility ETF 2.3 13 22 5.7 +4.7
HAP VanEck Natural Resources ETF 2.3 50 -15 6.4 +5.3
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.3 39 -4 1.2 +0.1
FXL First Trust Technology AlphaDEX Fund 2.3 61 -26 4.8 +3.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.3 39 -4 7.3 +6.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.3 47 -12 5.1 +4.1
VBR Vanguard Small Cap Value ETF 2.3 7 28 7.9 +6.9
GVLU Gotham 1000 Value ETF 2.2 50 -15 8.1 +7.0
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 9 5.0 +3.9
SFYF SoFi Social 50 ETF 2.2 29 6 0.7 -0.3
ISRA VanEck Israel ETF 2.2 59 -24 5.8 +4.7
CSTK Invesco Comstock Contrarian Equity ETF 2.2 35 0 5.8 +4.7
RDVY First Trust Rising Dividend Achievers ETF 2.2 50 -15 5.0 +4.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.2 29 6 6.5 +5.5
AFMC First Trust Active Factor Mid Cap ETF 2.2 65 -30 7.1 +6.0
MFVL Motley Fool Value Factor ETF 2.2 50 -15 5.7 +4.6
SPGP Invesco S&P 500 GARP ETF 2.2 34 1 5.9 +4.8
AZTD Aztlan Global Stock Selection DM SMID ETF 2.2 75 -40 4.4 +3.4
JHML John Hancock Multifactor Large Cap ETF 2.2 29 6 4.5 +3.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.2 35 0 5.9 +4.9
RVER Trenchless Fund ETF 2.2 65 -30 0.5 -0.5
BUL Pacer US Cash Cows Growth ETF 2.2 60 -25 3.4 +2.3
XSD State Street SPDR S&P Semiconductor ETF 2.2 35 0 2.3 +1.2
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.2 49 -14 4.7 +3.7
SPXT ProShares S&P 500 Ex-Technology ETF 2.2 9 26 5.0 +3.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.1 60 -25 4.8 +3.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.1 35 0 3.2 +2.1
FLDZ RiverNorth Patriot ETF 2.1 75 -40 6.1 +5.1
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 2.1 59 -24 8.1 +7.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.1 70 -35 4.8 +3.8
ITB iShares U.S. Home Construction ETF 2.1 40 -5 12.9 +11.8
SPLV Invesco S&P 500 Low Volatility ETF 2.1 25 10 5.3 +4.3
BDIV AAM Brentview Dividend Growth ETF 2.1 49 -14 3.8 +2.7
BUZZ VanEck Social Sentiment ETF 2.1 75 -40 -0.7 -1.7
ICAP InfraCap Equity Income Fund ETF 2.1 171 -136 4.5 +3.5
AFLG First Trust Active Factor Large Cap ETF 2.1 55 -20 5.0 +3.9
ALTL Pacer Lunt Large Cap Alternator ETF 2.1 60 -25 5.0 +4.0
PEXL Pacer US Export Leaders ETF 2.1 60 -25 3.0 +2.0
FNK First Trust Mid Cap Value AlphaDEX Fund 2.1 70 -35 9.7 +8.6
WOMN Impact Shares YWCA Women's Empowerment ETF 2.0 75 -40 4.8 +3.7
SAGP Strategas Global Policy Opportunities ETF 2.0 65 -30 4.9 +3.8
IWN iShares Russell 2000 Value ETF 2.0 24 11 4.7 +3.6
BLCR iShares Large Cap Core Active ETF 2.0 36 -1 2.9 +1.8
VTWV Vanguard Russell 2000 Value ETF 2.0 10 25 4.8 +3.8
DFUV Dimensional US Marketwide Value ETF 2.0 22 13 6.0 +4.9
IMOM Alpha Architect International Quantitative Momentum ETF 2.0 49 -14 4.5 +3.5
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 2.0 60 -25 3.5 +2.4
XSHQ Invesco S&P SmallCap Quality ETF 2.0 29 6 7.1 +6.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.0 35 0 6.8 +5.7
QVAL Alpha Architect US Quantitative Value ETF 2.0 39 -4 9.1 +8.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.0 45 -10 3.6 +2.5
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 25 4.3 +3.3
AVSC Avantis U.S Small Cap Equity ETF 2.0 25 10 4.6 +3.5
AVIE Avantis  Inflation Focused Equity ETF 2.0 25 10 5.9 +4.8
LRGC AB US Large Cap Strategic Equities ETF 2.0 48 -13 3.8 +2.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 2.0 12 23 3.6 +2.5
VFMF Vanguard U.S. Multifactor ETF 1.9 18 17 6.4 +5.3
SMRI Bushido Capital US Equity ETF 1.9 71 -36 6.8 +5.8
CGGR Capital Group Growth ETF 1.9 39 -4 2.6 +1.5
ILCG iShares Morningstar Growth ETF 1.9 4 31 3.1 +2.1
RAYD Rayliant Quantitative Developed Market Equity ETF 1.9 80 -45 3.6 +2.6
NLR VanEck Uranium+Nuclear Energy ETF 1.9 61 -26 1.9 +0.9
XMAG Defiance Large Cap ex-Mag 7 ETF 1.9 35 0 4.3 +3.2
QGRW WisdomTree U.S. Quality Growth Fund 1.9 28 7 2.9 +1.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.9 45 -10 1.8 +0.7
DXUV Dimensional US Vector Equity ETF 1.9 28 7 5.2 +4.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.9 19 16 5.0 +4.0
WSML iShares MSCI World Small-Cap ETF 1.9 15 20 5.3 +4.3
FNDA Schwab Fundamental US Small Co. Index ETF 1.9 25 10 6.2 +5.2
SUSL iShares ESG MSCI USA Leaders ETF 1.9 10 25 4.2 +3.1
SWP SWP Growth & Income ETF 1.9 99 -64 4.5 +3.4
FVAL Fidelity Value Factor ETF 1.9 15 20 5.8 +4.7
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.9 12 23 5.9 +4.8
NVIR Horizon Kinetics Energy and Remediation ETF 1.9 85 -50 5.3 +4.3
DVGR DAC 3D Dividend Growth ETF 1.8 65 -30 5.0 +3.9
FELG Fidelity Enhanced Large Cap Growth ETF 1.8 18 17 3.4 +2.3
STXK Strive Small-Cap ETF 1.8 18 17 5.2 +4.2
DIVL Madison Dividend Value ETF 1.8 65 -30 4.9 +3.9
FLCA Franklin FTSE Canada ETF 1.8 9 26 5.4 +4.3
HAPI Harbor Human Capital Factor US Large Cap ETF 1.8 36 -1 4.1 +3.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.8 35 0 9.2 +8.1
VFQY Vanguard U.S. Quality Factor ETF 1.8 13 22 5.4 +4.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.8 35 0 6.1 +5.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.8 12 23 4.4 +3.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.8 10 25 3.6 +2.6
FSCS First Trust SMID Capital Strength ETF 1.8 60 -25 7.3 +6.2
SPIT F/m Emerald Special Situations ETF 1.8 105 -70 -0.7 -1.8
NANC Unusual Whales Subversive Democratic Trading ETF 1.8 75 -40 2.8 +1.7
BBCA JPMorgan BetaBuilders Canada ETF 1.8 19 16 5.3 +4.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.8 10 25 9.0 +7.9
IJS iShares S&P Small-Cap 600 Value ETF 1.8 18 17 8.9 +7.9
COWS Amplify Cash Flow Dividend Leaders ETF 1.8 19 16 7.2 +6.1
EWC iShares MSCI Canada ETF 1.8 50 -15 5.0 +3.9
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.8 15 20 9.1 +8.0
EZM WisdomTree U.S. MidCap Fund 1.8 38 -3 8.2 +7.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.8 14 21 4.1 +3.1
JPEF JPMorgan Equity Focus ETF 1.8 50 -15 3.8 +2.7
JSML Janus Henderson Small Cap Growth Alpha ETF 1.8 30 5 2.7 +1.7
DON WisdomTree U.S. MidCap Dividend Fund 1.8 38 -3 8.3 +7.3
DFAC Dimensional U.S. Core Equity 2 ETF 1.8 17 18 4.7 +3.6
EQL Alps Equal Sector Weight ETF 1.8 25 10 5.1 +4.1
IBAT iShares Energy Storage & Materials ETF 1.8 47 -12 1.6 +0.6
CSMD Congress SMid Growth ETF 1.8 69 -34 3.6 +2.6
CZAR Themes Natural Monopoly ETF 1.8 35 0 5.3 +4.3
FSGS First Trust SMID Growth Strength ETF 1.7 60 -25 4.9 +3.8
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 23 6.6 +5.6
AVUS Avantis U.S. Equity ETF 1.7 15 20 4.7 +3.6
USMF WisdomTree U.S. Multifactor Fund 1.7 28 7 6.7 +5.7
IMCV iShares Morningstar Mid-Cap Value ETF 1.7 6 29 6.9 +5.9
SPHB Invesco S&P 500 High Beta ETF 1.7 25 10 3.5 +2.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.7 20 15 4.2 +3.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.7 29 6 4.0 +3.0
LCF Touchstone US Large Cap Focused ETF 1.7 69 -34 3.6 +2.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.7 18 17 5.1 +4.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.7 52 -17 5.1 +4.0
HLAL Wahed FTSE USA Shariah ETF 1.7 50 -15 3.5 +2.4
BEEX BeeHive ETF 1.7 84 -49 3.7 +2.6
BFOR ALPS Barron's 400 ETF 1.7 65 -30 22.0 +20.9
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -54 4.3 +3.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.7 35 0 11.2 +10.1
DFAT Dimensional U.S. Targeted Value ETF 1.7 28 7 8.7 +7.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.7 15 20 5.0 +3.9
QDEF FlexShares Quality Dividend Defensive Index Fund 1.7 37 -2 5.4 +4.3
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.7 12 23 3.8 +2.8
AVUQ Avantis U.S. Quality ETF 1.7 15 20 3.7 +2.6
AKAF The Frontier Economic Fund 1.6 20 15 5.4 +4.4
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.6 54 -19 6.0 +5.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 10 4.8 +3.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.6 75 -40 3.2 +2.2
ROE Astoria US Quality Kings ETF 1.6 49 -14 5.3 +4.2
ACVF American Conservative Values ETF 1.6 75 -40 3.7 +2.7
SUSA iShares MSCI USA ESG Select ETF 1.6 25 10 4.0 +2.9
PSCI Invesco S&P SmallCap Industrials ETF 1.6 29 6 4.9 +3.8
FXU First Trust Utilities AlphaDEX Fund 1.6 64 -29 5.8 +4.8
SCHA Schwab U.S. Small-Cap ETF 1.6 4 31 4.4 +3.3
XSW State Street SPDR S&P Software & Services ETF 1.6 35 0 2.5 +1.4
CGGO Capital Group Global Growth Equity ETF 1.6 47 -12 4.0 +3.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 24 4.1 +3.0
GVUS Marketbeta Russell 1000 Value Equity ETF 1.6 12 23 5.2 +4.1
DFVX Dimensional US Large Cap Vector ETF 1.6 22 13 5.3 +4.2
DSPY Tema S&P 500 Historical Weight ETF 1.6 18 17 4.3 +3.3
DCOR Dimensional US Core Equity 1 ETF 1.6 14 21 4.6 +3.5
SPXN ProShares S&P 500 Ex-Financials ETF 1.6 9 26 4.0 +2.9
INRO iShares U.S. Industry Rotation Active ETF 1.6 42 -7 3.5 +2.4
YLDE ClearBridge Dividend Strategy ESG ETF 1.6 60 -25 5.4 +4.3
IYE iShares U.S. Energy ETF 1.5 40 -5 6.3 +5.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.5 35 0 6.0 +5.0
DFSV Dimensional US Small Cap Value ETF 1.5 31 4 8.8 +7.7
ROBO ROBO Global Robotics & Automation Index ETF 1.5 95 -60 2.4 +1.4
SURE AdvisorShares Insiders Advantage ETF 1.5 90 -55 7.8 +6.8
ZECP Zacks Earnings Consistent Portfolio ETF 1.5 55 -20 4.2 +3.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.5 80 -45 5.5 +4.4
IUS Invesco RAFI Strategic US ETF 1.5 19 16 5.4 +4.3
SCHV Schwab U.S. Large-Cap Value ETF 1.5 4 31 5.6 +4.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.5 25 10 7.8 +6.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.5 30 5 4.0 +2.9
FDN First Trust Dow Jones Internet Index Fund 1.5 52 -17 2.6 +1.5
VYM Vanguard High Dividend Yield Index ETF 1.5 6 29 6.2 +5.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.5 9 26 4.3 +3.2
FDND FT Vest Dow Jones Internet & Target Income ETF 1.5 75 -40 2.6 +1.5
DFAU Dimensional US Core Equity Market ETF 1.5 12 23 4.3 +3.2
IWD iShares Russell 1000 Value ETF 1.5 19 16 5.2 +4.1
SPXV ProShares S&P 500 Ex-Health Care ETF 1.5 9 26 3.9 +2.8
PRF Invesco FTSE RAFI US 1000 ETF 1.5 34 1 5.5 +4.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 35 12.3 +11.3
USEW Cambria US EW ETF 1.5 30 5 4.1 +3.1
PSCT Invesco S&P SmallCap Information Technology ETF 1.5 29 6 3.1 +2.1
VONV Vanguard Russell 1000 Value ETF 1.5 7 28 5.2 +4.2
VTV Vanguard Value ETF 1.5 4 31 5.7 +4.7
PBUS Invesco MSCI USA ETF 1.5 4 31 4.2 +3.1
FAB First Trust Multi Cap Value AlphaDEX Fund 1.5 67 -32 8.6 +7.6
DFUS Dimensional U.S. Equity ETF 1.5 9 26 4.0 +3.0
GEW Cambria Global EW ETF 1.5 29 6 5.3 +4.3
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -15 4.1 +3.0
STXG Strive 1000 Growth ETF 1.5 18 17 3.2 +2.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 6 4.0 +3.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.4 20 15 7.5 +6.5
KLMN Invesco MSCI North America Climate ETF 1.4 9 26 4.3 +3.2
VOTE TCW Transform 500 ETF 1.4 5 30 4.1 +3.0
QLV FlexShares US Quality Low Volatility Index Fund 1.4 22 13 5.0 +3.9
QVML Invesco S&P 500 QVM Multi-factor ETF 1.4 11 24 4.3 +3.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.4 29 6 5.6 +4.5
OALC OneAscent Large Cap Core ETF 1.4 86 -51 3.4 +2.3
FTA First Trust Large Cap Value AlphaDEX Fund 1.4 59 -24 7.7 +6.6
VUSE Vident U.S. Equity Strategy ETF 1.4 50 -15 3.7 +2.7
TRFK Pacer Data and Digital Revolution ETF 1.4 60 -25 1.7 +0.7
TOPC iShares S&P 500 3% Capped ETF 1.4 15 20 4.3 +3.3
CARZ First Trust NASDAQ Global Auto Index Fund 1.4 70 -35 2.3 +1.3
VTI Vanguard Total Stock Market ETF 1.4 3 32 4.1 +3.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.4 2 33 4.1 +3.1
REVS Columbia Research Enhanced Value ETF 1.4 19 16 6.4 +5.4
VTHR Vanguard Russell 3000 ETF 1.4 7 28 4.1 +3.0
LGRO Level Four Large Cap Growth Active ETF 1.4 55 -20 3.5 +2.4
RNIN Bushido Capital US SMID Cap Equity ETF 1.4 70 -35 9.6 +8.5
WCLD WisdomTree Cloud Computing Fund 1.4 45 -10 1.1 -0.0
ABOT Abacus FCF Innovation Leaders ETF 1.4 69 -34 3.5 +2.4
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 26 4.0 +3.0
IWV iShares Russell 3000 ETF 1.4 20 15 4.0 +2.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.4 3 32 4.1 +3.0
FYC First Trust Small Cap Growth AlphaDEX Fund 1.4 71 -36 -0.6 -1.7
VALQ American Century U.S. Quality Value ETF 1.4 29 6 7.1 +6.1
VONE Vanguard Russell 1000 ETF 1.4 7 28 4.2 +3.1
EIPX FT Energy Income Partners Strategy ETF 1.4 95 -60 5.9 +4.8
FFLC Fidelity Fundamental Large Cap Core ETF 1.4 38 -3 3.8 +2.8
SFTY Horizon Managed Risk ETF 1.4 77 -42 3.4 +2.3
IWB iShares Russell 1000 ETF 1.4 15 20 4.1 +3.1
XT iShares Exponential Technologies ETF 1.3 46 -11 3.8 +2.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 28 4.3 +3.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.3 40 -5 7.0 +5.9
FNDB Schwab Fundamental US Broad Market Index ETF 1.3 25 10 6.1 +5.0
IYY iShares Dow Jones U.S. ETF 1.3 20 15 4.0 +3.0
RWL Invesco S&P 500 Revenue ETF 1.3 39 -4 5.7 +4.6
EVUS iShares ESG Aware MSCI USA Value ETF 1.3 18 17 5.5 +4.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.3 60 -25 9.1 +8.0
NACP Impact Shares NAACP Minority Empowerment ETF 1.3 49 -14 3.5 +2.5
ESGU iShares ESG Aware MSCI USA ETF 1.3 15 20 4.1 +3.1
RFFC ALPS Active Equity Opportunity ETF 1.3 48 -13 3.6 +2.6
RCGE RockCreek Global Equality ETF 1.3 95 -60 6.0 +5.0
IWY iShares Russell Top 200 Growth ETF 1.3 20 15 3.7 +2.7
SFY SoFi Select 500 ETF 1.3 0 35 3.7 +2.6
FNDX Schwab Fundamental US Large Co. Index ETF 1.3 25 10 6.1 +5.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.3 7 28 4.0 +3.0
IGV iShares Expanded Tech-Software Sector ETF 1.3 41 -6 3.1 +2.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.3 3 32 4.3 +3.3
GXLC Global X U.S. 500 ETF 1.3 2 33 4.0 +3.0
CHRI Global X S&P 500 Christian Values ETF 1.3 29 6 3.9 +2.8
RAUS RACWI US ETF 1.3 15 20 4.1 +3.0
VIG Vanguard Dividend Appreciation ETF 1.3 5 30 5.0 +3.9
IUSG iShares Core S&P U.S. Growth ETF 1.3 4 31 3.1 +2.0
JAVA JPMorgan Active Value ETF 1.3 44 -9 5.4 +4.3
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 32 4.1 +3.0
DGRO iShares Core Dividend Growth ETF 1.3 8 27 5.6 +4.5
STOX Horizon Core Equity ETF 1.3 70 -35 3.5 +2.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.3 56 -21 6.9 +5.8
SKYY First Trust Cloud Computing ETF 1.3 60 -25 2.3 +1.2
GGME Invesco Next Gen Media and Gaming ETF 1.3 60 -25 4.2 +3.2
GINN Goldman Sachs Innovate Equity ETF 1.2 52 -17 3.6 +2.5
FVD First Trust Value Line Dividend Index Fund 1.2 65 -30 5.8 +4.8
SFGV Sequoia Global Value ETF 1.2 23 12 7.0 +5.9
IUSV iShares Core S&P US Value ETF 1.2 4 31 5.8 +4.8
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 1.2 29 6 8.9 +7.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.2 60 -25 -0.9 -2.0
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 17 3.9 +2.8
EQWL Invesco S&P 100 Equal Weight ETF 1.2 25 10 5.4 +4.3
PRXG Praxis Impact Large Cap Growth ETF 1.2 36 -1 3.1 +2.1
VONG Vanguard Russell 1000 Growth ETF 1.2 7 28 3.7 +2.7
FDCF Fidelity Disruptive Communications ETF 1.2 50 -15 1.8 +0.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 26 4.3 +3.3
VFVA Vanguard U.S. Value Factor ETF 1.2 13 22 9.0 +7.9
DFSU Dimensional US Sustainability Core 1 ETF 1.2 18 17 4.6 +3.6
IWF iShares Russell 1000 Growth ETF 1.2 19 16 15.0 +13.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.2 19 16 4.7 +3.6
AVSU Avantis Responsible U.S. Equity ETF 1.2 15 20 4.9 +3.8
SIXL ETC 6 Meridian Low Beta Equity ETF 1.2 80 -45 6.2 +5.1
AVUV Avantis U.S. Small Cap Value ETF 1.2 25 10 8.0 +7.0
VOOG Vanguard S&P 500 Growth ETF 1.2 7 28 18.5 +17.4
SMOX Horizon Small/Mid Cap Core Equity ETF 1.2 75 -40 5.5 +4.4
VV Vanguard Large-Cap ETF 1.2 4 31 4.1 +3.0
FLQL Franklin LibertyQ U.S. Equity ETF 1.2 15 20 4.6 +3.5
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.2 4 31 3.1 +2.0
IVW iShares S&P 500 Growth ETF 1.2 18 17 2.9 +1.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.2 12 23 6.2 +5.1
VUSG Vanguard Wellington U.S. Growth Active ETF 1.2 35 0 2.5 +1.4
PFM Invesco Dividend Achievers ETF 1.2 53 -18 4.8 +3.7
RAFE PIMCO RAFI ESG U.S. ETF 1.2 29 6 5.9 +4.8
VOO Vanguard S&P 500 ETF 1.2 3 32 4.2 +3.1
SPYM State Street SPDR Portfolio S&P 500 ETF 1.2 2 33 4.2 +3.1
SPY SPDR S&P 500 ETF 1.2 9 26 4.1 +3.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.2 40 -5 3.6 +2.5
AESR Anfield U.S. Equity Sector Rotation ETF 1.2 108 -73 2.9 +1.8
IVV iShares Core S&P 500 ETF 1.2 3 32 4.2 +3.1
STXV Strive 1000 Value ETF 1.1 18 17 6.8 +5.7
VOOV Vanguard S&P 500 Value ETF 1.1 7 28 5.6 +4.6
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.1 20 15 8.9 +7.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.1 8 27 4.3 +3.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.1 4 31 5.7 +4.6
IXC iShares Global Energy ETF 1.1 44 -9 7.0 +6.0
IVE iShares S&P 500 Value ETF 1.1 18 17 5.5 +4.5
KLMT Invesco MSCI Global Climate 500 ETF 1.1 10 25 4.9 +3.8
FBCG Fidelity Blue Chip Growth ETF 1.1 59 -24 2.2 +1.1
LRGF iShares U.S. Equity Factor ETF 1.1 8 27 4.5 +3.5
DIVN Horizon Dividend Income ETF 1.1 70 -35 6.6 +5.5
REMX VanEck Rare Earth/Strategic Metals ETF 1.1 54 -19 3.5 +2.4
EMDM First Trust Bloomberg Emerging Market Democracies ETF 1.1 75 -40 6.0 +5.0
IWL iShares Russell Top 200 ETF 1.1 15 20 3.8 +2.8
KOCG FIS Knights of Columbus Global Belief ETF 1.1 75 -40 4.6 +3.6
ITAN Sparkline Intangible Value ETF 1.1 50 -15 5.6 +4.5
FYX First Trust Small Cap Core AlphaDEX Fund 1.1 61 -26 5.2 +4.2
DUSA Davis Select U.S. Equity ETF 1.1 61 -26 7.0 +6.0
ASLV Allspring Special Large Value ETF 1.1 35 0 5.1 +4.1
FLV American Century Focused Large Cap Value ETF 1.1 42 -7 5.9 +4.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.1 60 -25 6.3 +5.3
SRHQ SRH U.S. Quality ETF 1.1 35 0 6.0 +5.0
OSCV Opus Small Cap Value ETF 1.1 79 -44 6.2 +5.1
ECML Euclidean Fundamental Value ETF 1.1 95 -60 8.7 +7.6
QWLD SPDR MSCI World StrategicFactors ETF 1.1 30 5 5.1 +4.0
BOTZ Global X Robotics & Artificial Intelligence ETF 1.1 69 -34 2.0 +1.0
OEI Optimized Equity Income ETF 1.1 75 -40 3.6 +2.5
YOKE Yoke Core ETF 1.1 42 -7 3.8 +2.8
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 17 3.1 +2.0
ROUS Hartford Multifactor US Equity ETF 1.1 19 16 5.4 +4.3
VLUE iShares MSCI USA Value Factor ETF 1.0 15 20 6.0 +5.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.0 40 -5 3.7 +2.7
APUE ActivePassive U.S. Equity ETF 1.0 45 -10 3.9 +2.8
HUMN Roundhill Humanoid Robotics ETF 1.0 75 -40 1.5 +0.4
TOK iShares MSCI Kokusai ETF 1.0 26 9 4.2 +3.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.0 5 30 7.6 +6.5
SPVM Invesco S&P 500 Value with Momentum ETF 1.0 39 -4 6.4 +5.4
FUTY Fidelity MSCI Utilities Index ETF 1.0 8 27 5.5 +4.4
VPU Vanguard Utilities ETF 1.0 9 26 5.5 +4.4
DSI iShares MSCI KLD 400 Social ETF 1.0 25 10 4.1 +3.0
USXF iShares ESG Advanced MSCI USA ETF 1.0 10 25 3.8 +2.7
FDLO Fidelity Low Volatility Factor ETF 1.0 15 20 4.9 +3.8
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.0 35 0 5.0 +3.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.0 32 3 3.8 +2.8
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.0 48 -13 8.1 +7.1
VUG Vanguard Growth ETF 1.0 4 31 20.7 +19.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.0 79 -44 4.1 +3.0
EES WisdomTree U.S. SmallCap Fund 1.0 38 -3 7.8 +6.7
MFMO Motley Fool Momentum Factor ETF 1.0 50 -15 2.1 +1.0
FUNL CornerCap Fundametrics Large-Cap ETF 1.0 50 -15 6.5 +5.4
JEDI Defiance Drone and Modern Warfare ETF 1.0 69 -34 1.3 +0.3
ARKX ARK Space Exploration & Innovation ETF 1.0 75 -40 0.0 -1.0
CGRO CoreValues Alpha Greater China Growth ETF 1.0 75 -40 5.7 +4.7
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.0 70 -35 4.2 +3.1
SCHB Schwab U.S. Broad Market ETF 1.0 3 32 4.2 +3.1
SCHK Schwab 1000 Index ETF 1.0 5 30 4.2 +3.1
URTH iShares MSCI World ETF 1.0 24 11 4.2 +3.2
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.0 60 -25 3.3 +2.3
IWC iShares Micro-Cap ETF 1.0 60 -25 -1.3 -2.4
CLOD Themes Cloud Computing ETF 1.0 35 0 2.9 +1.9
IDMO Invesco S&P International Developed Momentum ETF 1.0 25 10 5.0 +4.0
ESGV Vanguard ESG U.S. Stock ETF 1.0 9 26 4.1 +3.0
AVLV Avantis U.S. Large Cap Value ETF 1.0 15 20 5.9 +4.8
MGK Vanguard Mega Cap Growth ETF 0.9 7 28 17.2 +16.1
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 -5 6.9 +5.9
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 0.9 49 -14 3.7 +2.7
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.9 59 -24 4.3 +3.2
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.9 75 -40 4.2 +3.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.9 46 -11 7.6 +6.5
SCHX Schwab U.S. Large-Cap ETF 0.9 3 32 4.2 +3.2
VT Vanguard Total World Stock ETF 0.9 6 29 4.9 +3.9
EBI Longview Advantage ETF 0.9 35 0 5.9 +4.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 26 4.8 +3.7
PNQI Invesco NASDAQ Internet ETF 0.9 60 -25 3.7 +2.7
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.9 60 -25 4.6 +3.5
IWX iShares Russell Top 200 Value ETF 0.9 20 15 4.8 +3.7
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.9 61 -26 8.4 +7.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.9 25 10 4.1 +3.1
COWZ Pacer US Cash Cows 100 ETF 0.9 49 -14 7.4 +6.4
HAPS Harbor Human Capital Factor US Small Cap ETF 0.9 60 -25 3.2 +2.2
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.9 49 -14 7.6 +6.5
ACWI iShares MSCI ACWI ETF 0.9 32 3 4.6 +3.5
XVV iShares ESG Screened S&P 500 ETF 0.9 8 27 4.1 +3.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.9 42 -7 3.9 +2.8
FCPI Fidelity Stocks for Inflation ETF 0.9 15 20 5.8 +4.7
CDIG City Different Investments Global Equity ETF 0.8 75 -40 -1.6 -2.7
EIPI FT Energy Income Partners Enhanced Income ETF 0.8 110 -75 5.5 +4.4
ADME Aptus Drawdown Managed Equity ETF 0.8 79 -44 3.4 +2.3
EPS WisdomTree U.S. LargeCap Fund 0.8 8 27 4.7 +3.6
ENHU iShares Enhanced Large Cap Core Active ETF 0.8 22 13 4.1 +3.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.8 20 15 4.0 +2.9
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.8 49 -14 5.9 +4.9
EMLP First Trust North American Energy Infrastructure Fund 0.8 95 -60 4.8 +3.8
GRPM Invesco S&P MidCap 400 GARP ETF 0.8 35 0 6.4 +5.4
GQI Natixis Gateway Quality Income ETF 0.8 34 1 4.6 +3.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.8 30 5 14.0 +12.9
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.8 43 -8 5.2 +4.1
IETC iShares U.S. Tech Independence Focused ETF 0.8 18 17 3.0 +1.9
FFF Founders 100 ETF 0.8 75 -40 2.2 +1.2
GQQQ Astoria US Quality Growth Kings ETF 0.8 35 0 3.3 +2.2
RECS Columbia Research Enhanced Core ETF 0.8 15 20 5.2 +4.1
AVDS Avantis International Small Cap Equity ETF 0.8 30 5 5.8 +4.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.8 30 5 3.7 +2.6
TMFM Motley Fool Mid-Cap Growth ETF 0.8 85 -50 2.2 +1.1
TMFS Motley Fool Small-Cap Growth ETF 0.8 85 -50 1.4 +0.3
CCFE Concourse Capital Focused Equity ETF 0.8 95 -60 3.3 +2.3
MGC Vanguard Mega Cap ETF 0.8 7 28 3.8 +2.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 15 4.6 +3.6
QQQS Invesco NASDAQ Future Gen 200 ETF 0.7 20 15 -3.3 -4.4
VCR Vanguard Consumer Discretionary ETF 0.7 9 26 4.7 +3.7
RPV Invesco S&P 500 Pure Value ETF 0.7 35 0 8.7 +7.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.7 15 20 3.1 +2.0
FPXI First Trust International Equity Opportunities ETF 0.7 70 -35 4.1 +3.0
GOP Unusual Whales Subversive Republican Trading ETF 0.7 50 -15 4.1 +3.1
XMVM Invesco S&P MidCap Value with Momentum ETF 0.7 39 -4 7.4 +6.3
SQLV Royce Quant Small-Cap Quality Value ETF 0.7 60 -25 7.6 +6.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.7 10 25 4.2 +3.1
MGV Vanguard Mega Cap Value ETF 0.7 7 28 5.3 +4.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.7 8 27 4.8 +3.7
DTD WisdomTree U.S. Total Dividend Fund 0.7 28 7 5.7 +4.6
WBIY WBI Power Factor High Dividend ETF 0.7 100 -65 12.0 +10.9
DIV Global X SuperDividend US ETF 0.7 45 -10 9.7 +8.6
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 0.7 55 -20 4.8 +3.7
SIXS ETC 6 Meridian Small Cap Equity ETF 0.7 89 -54 8.0 +6.9
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.7 29 6 3.9 +2.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 10 5.5 +4.4
VEGN US Vegan Climate ETF 0.7 60 -25 3.3 +2.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.7 95 -60 -0.5 -1.6
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.7 20 15 4.2 +3.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.7 15 20 7.7 +6.6
HDUS Hartford Disciplined US Equity ETF 0.7 19 16 4.7 +3.7
EBLU Ecofin Global Water ESG Fund 0.7 40 -5 4.5 +3.4
GWX SPDR S&P International Small Cap ETF 0.7 40 -5 5.7 +4.6
FBCV Fidelity Blue Chip Value ETF 0.7 59 -24 5.5 +4.5
IWP iShares Russell Mid-Cap Growth ETF 0.7 23 12 3.1 +2.0
ILCV iShares Morningstar Value ETF 0.6 4 31 5.2 +4.1
DUHP Dimensional US High Profitability ETF 0.6 21 14 5.3 +4.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 31 3.3 +2.2
FTXR First Trust Nasdaq Transportation ETF 0.6 60 -25 7.2 +6.1
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 0.6 40 -5 6.4 +5.3
SYLD Cambria Shareholder Yield ETF 0.6 59 -24 10.1 +9.0
LCLG Logan Capital Broad Innovative Growth ETF 0.6 99 -64 3.0 +2.0
DLN WisdomTree U.S. LargeCap Dividend Fund 0.6 28 7 5.4 +4.3
EQIN Columbia US Equity Income ETF 0.6 35 0 6.2 +5.1
GSPY Gotham Enhanced 500 ETF 0.6 50 -15 4.3 +3.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.6 35 0 7.1 +6.0
VAMO Cambria Value & Momentum ETF 0.6 61 -26 5.4 +4.4
THRO iShares U.S. Thematic Rotation Active ETF 0.6 90 -55 3.1 +2.0
FTEC Fidelity MSCI Information Technology Index ETF 0.6 8 27 2.9 +1.9
OND ProShares On-Demand ETF 0.6 58 -23 0.6 -0.5
XTN State Street SPDR S&P Transportation ETF 0.6 35 0 3.7 +2.6
VGT Vanguard Information Technology ETF 0.6 9 26 24.1 +23.0
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.6 55 -20 3.4 +2.4
QLC FlexShares US Quality Large Cap Index Fund 0.6 25 10 4.5 +3.4
AFSM First Trust Active Factor Small Cap ETF 0.6 75 -40 5.6 +4.5
DVY iShares Select Dividend ETF 0.6 38 -3 8.2 +7.1
XC WisdomTree Emerging Markets Ex-China Fund 0.6 32 3 6.5 +5.5
FEGE First Eagle Global Equity ETF 0.6 79 -44 5.9 +4.8
GINX SGI Enhanced Global Income ETF 0.5 98 -63 6.5 +5.4
IYT iShares US Transportation ETF 0.5 40 -5 4.9 +3.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.5 30 5 7.7 +6.6
OEF iShares S&P 100 ETF 0.5 20 15 3.7 +2.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.5 49 -14 7.2 +6.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.5 21 14 2.9 +1.8
FNDC Schwab Fundamental International Small Co. Index ETF 0.5 39 -4 6.6 +5.5
DGRW WisdomTree US Quality Dividend Growth Fund 0.5 28 7 5.0 +3.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.5 65 -30 4.8 +3.8
DAK Dakota Active Equity ETF 0.5 43 -8 3.7 +2.7
GLOF iShares Global Equity Factor ETF 0.5 20 15 5.4 +4.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.5 12 23 5.3 +4.2
PSCF Invesco S&P SmallCap Financials ETF 0.5 29 6 8.6 +7.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 -3 8.2 +7.2
GPZ VanEck Alternative Asset Manager ETF 0.5 40 -5 5.4 +4.3
WDIV SPDR S&P Global Dividend ETF 0.5 40 -5 8.9 +7.8
MODL VictoryShares WestEnd U.S. Sector ETF 0.5 42 -7 4.0 +2.9
DIVG Invesco S&P 500 High Dividend Growers ETF 0.5 39 -4 7.4 +6.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.5 48 -13 5.7 +4.6
SGLC SGI U.S. Large Cap Core ETF 0.5 85 -50 3.6 +2.5
FENY Fidelity MSCI Energy Index ETF 0.5 8 27 6.5 +5.4
BRAZ Global X Brazil Active ETF 0.5 75 -40 9.7 +8.7
COPJ Sprott Junior Copper Miners ETF 0.5 75 -40 -1.4 -2.4
FDLS Inspire Fidelis Multi Factor ETF 0.5 76 -41 3.2 +2.1
LGCF Themes US Cash Flow Champions ETF 0.5 30 5 7.0 +5.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.5 8 27 6.2 +5.2
EEMO Invesco S&P Emerging Markets Momentum ETF 0.5 29 6 6.2 +5.2
NUDV Nuveen ESG Dividend ETF 0.5 26 9 6.2 +5.1
LIT Global X Lithium & Battery Tech ETF 0.4 75 -40 5.7 +4.6
RFV Invesco S&P Midcap 400 Pure Value ETF 0.4 35 0 11.1 +10.1
AVDV Avantis International Small Cap Value ETF 0.4 36 -1 7.4 +6.3
COPY Tweedy, Browne Insider + Value ETF 0.4 80 -45 14.3 +13.3
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 -14 4.9 +3.8
DIVB iShares Core Dividend ETF 0.4 5 30 6.5 +5.5
NATO Themes Transatlantic Defense ETF 0.4 35 0 2.0 +1.0
IGE iShares North American Natural Resources ETF 0.4 41 -6 5.5 +4.4
UMMA Wahed Dow Jones Islamic World ETF 0.4 65 -30 3.5 +2.5
ARKK ARK Innovation ETF 0.4 75 -40 -2.5 -3.5
VDE Vanguard Energy ETF 0.4 9 26 6.4 +5.3
IYC iShares U.S. Consumer Discretionary ETF 0.4 40 -5 3.9 +2.8
BEEZ Honeytree U.S. Equity ETF 0.4 64 -29 3.7 +2.7
TDV ProShares S&P Technology Dividend Aristocrats ETF 0.4 45 -10 5.0 +4.0
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.4 80 -45 6.6 +5.5
IGM iShares Expanded Tech Sector ETF 0.3 41 -6 2.6 +1.5
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.3 30 5 7.2 +6.2
AQEC AQE Core ETF 0.3 49 -14 5.1 +4.1
SAMT Strategas Macro Thematic Opportunities ETF 0.3 65 -30 2.6 +1.5
MFIG Motley Fool Innovative Growth Factor ETF 0.3 50 -15 2.7 +1.6
FDG American Century Focused Dynamic Growth ETF 0.3 45 -10 1.9 +0.8
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 31 5.9 +4.8
XCNY SPDR S&P Emerging Markets ex-China ETF 0.3 15 20 5.5 +4.4
HYDR Global X Hydrogen ETF 0.3 50 -15 -5.7 -6.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -38 9.6 +8.6
TMFC Motley Fool 100 Index ETF 0.3 50 -15 2.9 +1.9
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.3 24 11 4.9 +3.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.3 30 5 4.0 +3.0
DEEP Roundhill Acquirers Deep Value ETF 0.3 80 -45 15.2 +14.1
ILIT iShares Lithium Miners and Producers ETF 0.3 47 -12 4.3 +3.3
JADE JPMorgan Active Developing Markets Equity ETF 0.3 65 -30 5.7 +4.7
XPND First Trust Expanded Technology ETF 0.3 65 -30 3.0 +1.9
STXI Strive International Developed Markets ETF 0.3 29 6 6.4 +5.3
AVSD Avantis Responsible International Equity ETF 0.3 23 12 5.8 +4.8
STXE Strive Emerging Markets Ex-China ETF 0.3 32 3 4.9 +3.9
SPDW SPDR Portfolio Developed World ex-US ETF 0.3 3 32 5.7 +4.6
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 28 6.4 +5.4
VEA Vanguard FTSE Developed Markets ETF 0.3 3 32 5.8 +4.7
AVEM Avantis Emerging Markets Equity ETF 0.3 33 2 6.8 +5.7
BKIE BNY Mellon International Equity ETF 0.3 4 31 17.6 +16.5
FLRG Fidelity U.S. Multifactor ETF 0.3 15 20 5.9 +4.9
PXH Invesco FTSE RAFI Emerging Markets ETF 0.2 49 -14 13.0 +12.0
GXPD Global X PureCap MSCI Consumer Discretionary ETF 0.2 25 10 3.9 +2.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.2 20 15 5.8 +4.7
AVSE Avantis Responsible Emerging Markets Equity ETF 0.2 33 2 6.4 +5.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 -4 6.1 +5.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.2 50 -15 3.5 +2.4
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 28 9.2 +8.2
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 1 6.2 +5.1
ROSC Hartford Multifactor Small Cap ETF 0.2 34 1 7.1 +6.0
GXC SPDR S & P China ETF 0.2 59 -24 19.4 +18.4
SCHF Schwab International Equity ETF 0.2 6 29 5.8 +4.7
HYP Golden Eagle Dynamic Hypergrowth ETF 0.2 85 -50 -0.8 -1.8
DTAN Sparkline International Intangible Value ETF 0.2 55 -20 7.0 +5.9
DHS WisdomTree U.S. High Dividend Fund 0.2 38 -3 8.1 +7.1
IOO iShares Global 100 ETF 0.2 41 -6 3.8 +2.7
GLBL Pacer MSCI World Industry Advantage ETF 0.2 65 -30 3.3 +2.3
WCEO Hypatia Women CEO ETF 0.2 85 -50 4.6 +3.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.2 38 -3 5.1 +4.0
IYW iShares U.S. Technology ETF 0.2 40 -5 2.8 +1.8
ASCE Allspring SMID Core ETF 0.2 38 -3 3.1 +2.0
ALRG Allspring LT Large Core ETF 0.2 28 7 3.5 +2.4
LITP Sprott Lithium Miners ETF 0.2 65 -30 1.3 +0.3
GXPT Global X PureCap MSCI Information Technology ETF 0.2 25 10 3.2 +2.1
BRF VanEck Brazil Small-Cap ETF 0.2 66 -31 11.6 +10.6
ION ProShares S&P Global Core Battery Metals ETF 0.2 58 -23 6.6 +5.5
EWZS iShares MSCI Brazil Small-Cap ETF 0.2 59 -24 11.8 +10.7
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 10 4.8 +3.8
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.2 12 23 3.4 +2.3
VXUS Vanguard Total International Stock ETF 0.2 5 30 6.5 +5.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.2 24 11 6.8 +5.8
AVDE Avantis International Equity ETF 0.2 23 12 6.1 +5.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 -4 6.8 +5.7
CVY Invesco Zacks Multi-Asset Income ETF 0.2 106 -71 10.1 +9.1
COLO Global X MSCI Colombia ETF 0.2 62 -27 13.3 +12.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 17 6.2 +5.1
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 12 7.1 +6.0
QINT American Century Quality Diversified International ETF 0.2 39 -4 6.5 +5.4
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.2 88 -53 8.5 +7.4
EV Mast Global Battery Recycling & Production ETF 0.2 65 -30 6.4 +5.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 -6 5.8 +4.8
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 5 6.3 +5.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 -12 7.5 +6.4
DRNZ REX Drone ETF 0.2 65 -30 -1.9 -3.0
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 4 31 6.5 +5.5
DEW WisdomTree Global High Dividend Fund 0.2 58 -23 7.1 +6.0
JEPI JPMorgan Equity Premium Income ETF 0.2 35 0 5.2 +4.2
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.2 30 5 7.6 +6.6
ECNS iShares MSCI China Small-Cap ETF 0.2 59 -24 10.1 +9.0
EEM iShares MSCI Emerging Markets ETF 0.2 69 -34 7.5 +6.5
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.2 69 -34 7.4 +6.3
FDL First Trust Morningstar Dividend Leaders Index Fund 0.1 45 -10 9.1 +8.0
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 26 7.9 +6.9
XLK Technology Select Sector SPDR 0.1 8 27 3.1 +2.1
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 2 5.9 +4.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -31 7.2 +6.1
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -25 2.2 +1.1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 -10 7.7 +6.7
TPIF Timothy Plan International ETF 0.1 62 -27 5.5 +4.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 10 6.0 +4.9
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 5 4.6 +3.5
BUYZ Franklin Disruptive Commerce ETF 0.1 50 -15 2.5 +1.5
IBUY Amplify Online Retail ETF 0.1 65 -30 2.4 +1.3
ALIL Argent Focused Small Cap ETF 0.1 74 -39 5.9 +4.9
EBIZ Global X E-Commerce ETF 0.1 50 -15 4.9 +3.8
ABLS Abacus FCF Small Cap Leaders ETF 0.1 59 -24 4.9 +3.8
AQLT iShares MSCI Global Quality Factor ETF 0.1 18 17 0.0 -1.1
ESGD iShares ESG Aware MSCI EAFE ETF 0.1 20 15 5.6 +4.6
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 10 7.9 +6.8
DFIS Dimensional International Small Cap ETF 0.1 39 -4 6.0 +4.9
PINK Simplify Health Care ETF 0.1 50 -15 0.8 -0.2
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 11 5.5 +4.5
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.1 42 -7 7.6 +6.5
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.1 50 -15 7.8 +6.8
BESF Bastion Energy ETF 0.1 80 -45 9.0 +7.9
KNCT Invesco Next Gen Connectivity ETF 0.1 40 -5 2.8 +1.7
LRND IQ U.S. Large Cap R&D Leaders ETF 0.1 14 21 3.9 +2.8
EFG iShares MSCI EAFE Growth ETF 0.1 36 -1 3.8 +2.7
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 23 4.8 +3.7
SCHD Schwab US Dividend Equity ETF 0.1 6 29 7.9 +6.8
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -30 6.5 +5.5
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -35 6.4 +5.3
SXQG ETC 6 Meridian Quality Growth ETF 0.1 100 -65 3.0 +1.9
DFAI Dimensional International Core Equity Market ETF 0.1 18 17 5.9 +4.9
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -25 6.9 +5.9
DFIC Dimensional International Core Equity 2 ETF 0.1 23 12 6.1 +5.1
LIMI Themes Lithium & Battery Metal Miners ETF 0.1 35 0 3.6 +2.5
DXIV Dimensional International Vector Equity ETF 0.1 34 1 6.4 +5.4
VSGX Vanguard ESG International Stock ETF 0.1 10 25 6.4 +5.3
PSCM Invesco S&P SmallCap Materials ETF 0.1 29 6 10.4 +9.4
IXN iShares Global Tech ETF 0.1 41 -6 2.5 +1.5
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.1 32 3 15.0 +14.0
MGMT Ballast Small/Mid Cap ETF 0.1 110 -75 7.7 +6.6
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 -1 8.4 +7.3
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 1 5.2 +4.1
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.1 70 -35 4.1 +3.0
PID Invesco International Dividend Achievers ETF 0.1 53 -18 4.3 +3.3
KGRN KraneShares MSCI China Clean Technology Index ETF 0.1 79 -44 4.2 +3.2
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 -14 8.4 +7.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.1 20 15 5.6 +4.5
FNCL Fidelity MSCI Financials Index ETF 0.1 8 27 6.1 +5.0
KROP Global X AgTech & Food Innovation ETF 0.1 50 -15 6.3 +5.2
VFH Vanguard Financials ETF 0.1 9 26 6.1 +5.1
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.1 20 15 5.5 +4.4
XRT State Street SPDR S&P Retail ETF 0.1 35 0 7.9 +6.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 -1 5.1 +4.1
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 15 5.5 +4.4
HEFA iShares Currency Hedged MSCI EAFE ETF 0.1 35 0 5.6 +4.5
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 15 5.7 +4.6
EFA iShares MSCI EAFE ETF 0.0 35 0 5.6 +4.6
WSGE Warren Street Global Equity ETF 0.0 80 -45 2.9 +1.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 5 6.2 +5.2
IEFA iShares Core MSCI EAFE ETF 0.0 7 28 5.9 +4.9
TRUT VanEck Technology TruSector ETF 0.0 13 22 3.7 +2.6
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 0.0 35 0 9.3 +8.3
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.0 40 -5 8.8 +7.8
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.0 33 2 6.5 +5.4
APIE ActivePassive International Equity ETF 0.0 45 -10 6.3 +5.2
DLS WisdomTree International SmallCap Dividend Fund 0.0 58 -23 7.2 +6.1
IZRL ARK Israel Innovative Technology ETF 0.0 49 -14 1.4 +0.4
AVES Avantis Emerging Markets Value ETF 0.0 36 -1 8.9 +7.8
DTH WisdomTree International High Dividend Fund 0.0 58 -23 7.1 +6.0
WRND IQ Global Equity R&D Leaders ETF 0.0 18 17 4.0 +2.9
FLCH Franklin FTSE China ETF 0.0 19 16 18.8 +17.8
VDC Vanguard Consumer Staples ETF 0.0 9 26 5.7 +4.7
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.0 47 -12 7.1 +6.0
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 16 6.9 +5.8
DWM WisdomTree International Equity Fund 0.0 48 -13 5.5 +4.5
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 28 9.0 +7.9
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 -3 6.8 +5.7
IGRO iShares International Dividend Growth ETF 0.0 15 20 6.6 +5.6
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 0 6.7 +5.7
DISV Dimensional International Small Cap Value ETF 0.0 42 -7 7.7 +6.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -10 6.6 +5.5
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -30 0.0 -1.1
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.0 15 20 8.6 +7.6

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 3.5 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 1.1 %
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.