Columbia Research Enhanced Real Estate ETF
ALTAR
Score™		 7.7% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 14.0x P/Sales
ratio		 5.5x
P/BV
ratio		 2.0x Div.
yield		 4.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
CRED tracks an index comprised of US REITs. The strategy is based on a multi-factor criteria evaluated by Columbia Threadneedle and Lionstone Investments.

FUND BASICS
Category US Equities
Fund Sponsor Ameriprise Financial
Website www.columbiathreadneedleus.com/investment-products/exchange-traded-funds/Columbia-Research-Enhanced-Real-Estate-ETF/Clas
Inception date Apr 26, 2023
Assets (mns) $3
Currency USD
Expense ratio 33 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Multi-Factor
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 73
Wgt avg mkt cap (mns) $41,539
Large cap (>$10bn) 77.5%
Mid cap ($2-10bn) 19.7%
Small cap (<$2bn) 2.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROLOGIS INC 16.0 %
AMERICAN TOWER CORP-CL A 9.4 %
SIMON PROPERTY GROUP INC 8.2 %
CROWN CASTLE INTL CORP 6.4 %
DIGITAL REALTY TRUST INC 5.9 %
PUBLIC STORAGE 5.0 %
REALTY INCOME CORP 4.2 %
IRON MOUNTAIN INC 3.2 %
INVITATION HOMES, INC. 2.6 %
WEYERHAEUSER CO 2.6 %
Total 63.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.2 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-1.1% -- -- -- 6.6%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $19.79
30d moving avg. $19.70
Annualized volatility 0.0%
Short interest (ETF) 0.2%
Relative strength (RSI) 75

Liquidity measures
Avg. volume (thou.) 0
Turnover 0.0%
Bid/Ask (% of price) 0.39%
ADV underlying (mns) $4,471

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 510 potential alternatives to the Columbia Research Enhanced Real Estate ETF ETF based on the alternatives' overlap in portfolio holdings with CRED. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: CRED Expense: 33 bp ALTAR Score™: 7.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH CRED
Ticker Fund
Name		 Overlap1
vs CRED
(%)		 Expense
ratio
(bp)		 Savings
vs CRED
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs CRED
(%)
SCHH Schwab U.S. REIT ETF 64.1 7 26 7.7 -0.0
DFAR Dimensional US Real Estate ETF 62.5 19 14 7.4 -0.3
FREL Fidelity MSCI Real Estate Index ETF 59.2 8 25 7.3 -0.4
IYR iShares U.S. Real Estate ETF 59.1 40 -7 7.2 -0.5
XLRE Real Estate Select Sector SPDR Fund 57.6 9 24 7.0 -0.7
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 57.4 11 22 7.5 -0.2
USRT iShares Core U.S. REIT ETF 56.3 8 25 7.5 -0.2
RWR SPDR Dow Jones REIT ETF 56.0 25 8 7.2 -0.5
FRI First Trust S&P REIT Index Fund 54.9 50 -17 7.1 -0.6
ICF iShares Cohen & Steers REIT ETF 54.9 33 0 7.0 -0.7
VNQ Vanguard Real Estate ETF 50.9 12 21 7.3 -0.4
FPRO Fidelity Real Estate Investment ETF 46.9 59 -26 6.1 -1.6
DFGR Dimensional Global Real Estate ETF 46.2 22 11 7.1 -0.6
AVRE Avantis Real Estate ETF 44.0 17 16 6.6 -1.1
PSR Invesco Active U.S. Real Estate Fund 43.9 35 -2 7.8 +0.1
GQRE FlexShares Global Quality Real Estate Index Fund 42.3 45 -12 6.9 -0.8
JPRE JPMorgan Realty Income ETF 41.0 50 -17 6.9 -0.8
RWO SPDR Dow Jones Global Real Estate ETF 40.8 50 -17 6.9 -0.8
REET iShares Global REIT ETF 39.9 14 19 7.1 -0.5
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 39.6 40 -7 7.1 -0.6
ROOF IQ CBRE NextGen Real Estate ETF 36.3 60 -27 7.9 +0.2
PPTY US Diversified Real Estate ETF 33.4 53 -20 6.7 -1.0
ERET iShares Environmentally Aware Real Estate ETF 31.6 30 3 7.3 -0.4
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 31.1 60 -27 3.9 -3.8
RITA ETFB Green SRI REITs ETF 30.7 50 -17 6.0 -1.7
REAI Intelligent Real Estate ETF 30.2 59 -26 7.4 -0.3
BYRE Principal Real Estate Active Opportunities ETF 28.6 65 -32 6.3 -1.4
WTRE WisdomTree New Economy Real Estate Fund 27.9 58 -25 5.0 -2.7
IVRA Invesco Real Assets ESG ETF 26.5 59 -26 7.1 -0.6
SRVR Pacer Data & Infrastructure Real Estate ETF 26.2 55 -22 2.9 -4.8
IQRA IQ CBRE Real Assets ETF 24.7 65 -32 5.9 -1.8
DTCR Global X Data Center & Digital Infrastructure ETF 24.2 50 -17 2.7 -5.0
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 24.2 41 -8 8.8 +1.1
INDS Pacer Industrial Real Estate ETF 23.3 55 -22 6.2 -1.5
JRE Janus Henderson U.S. Real Estate ETF 21.1 65 -32 6.4 -1.3
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 21.0 75 -42 4.9 -2.8
RDOG ALPS REIT Dividend Dogs ETF 20.7 35 -2 17.1 +9.4
SPRE SP Funds S&P Global REIT Sharia ETF 19.4 55 -22 5.4 -2.3
REZ iShares Residential and Multisector Real Estate ETF 18.9 48 -15 6.3 -1.4
NURE Nuveen Short-Term REIT ETF 18.8 35 -2 5.9 -1.8
VRAI Virtus Real Asset Income ETF 14.5 55 -22 8.6 +0.9
RIET Hoya Capital High Dividend Yield ETF 13.7 50 -17 14.5 +6.8
HAUS Residential REIT ETF 13.2 60 -27 6.0 -1.7
SPYD SPDR Portfolio S&P 500 High Dividend ETF 13.1 7 26 9.4 +1.7
BLDG Cambria Global Real Estate ETF 13.0 60 -27 9.4 +1.7
BLLD JPMorgan Sustainable Infrastructure ETF 12.1 49 -16 6.2 -1.5
NETL NETLease Corporate Real Estate ETF 10.6 60 -27 9.7 +2.0
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 10.4 46 -13 5.6 -2.1
HOMZ Hoya Capital Housing ETF 10.2 30 3 8.1 +0.4
XMLV Invesco S&P MidCap Low Volatility ETF 9.9 25 8 6.8 -0.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 9.9 27 6 8.4 +0.7
TXS Texas Capital Texas Equity Index ETF 9.1 49 -16 5.6 -2.1
KBWY Invesco KBW Premium Yield Equity REIT ETF 8.5 35 -2 20.0 +12.3
FDVV Fidelity High Dividend ETF 8.5 15 18 8.9 +1.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 8.3 80 -47 6.5 -1.2
ICAP InfraCap Equity Income Fund ETF 8.0 171 -138 6.8 -0.9
GLIF AGF Global Infrastructure ETF 7.8 45 -12 5.5 -2.2
BIBL Inspire 100 ETF 7.6 35 -2 4.8 -2.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.1 30 3 9.1 +1.4
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 7.0 69 -36 8.3 +0.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.7 60 -27 7.7 -0.0
PSCF Invesco S&P SmallCap Financials ETF 6.7 29 4 10.2 +2.5
ONEY SPDR Russell 1000 Yield Focus ETF 6.5 20 13 10.0 +2.3
IJJ iShares S&P Mid-Cap 400 Value ETF 6.5 18 15 8.2 +0.5
MDYV SPDR S&P 400 Mid Cap Value ETF 6.5 15 18 8.2 +0.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 6.2 56 -23 6.3 -1.4
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 6.1 60 -27 8.0 +0.3
DON WisdomTree U.S. MidCap Dividend Fund 6.1 38 -5 8.6 +0.9
ERTH Invesco MSCI Sustainable Future ETF 6.0 62 -29 3.7 -4.0
DEW WisdomTree Global High Dividend Fund 5.9 58 -25 9.1 +1.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.9 24 9 8.0 +0.3
IDAT iShares Future Cloud 5G and Tech ETF 5.8 47 -14 4.5 -3.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.8 15 18 7.6 -0.1
FNDA Schwab Fundamental US Small Co. Index ETF 5.6 25 8 6.8 -0.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.6 18 15 7.6 -0.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 5.4 12 21 5.5 -2.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.3 15 18 6.3 -1.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 5.2 29 4 7.4 -0.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 5.2 15 18 8.7 +1.0
ULVM VictoryShares US Value Momentum ETF 5.1 20 13 7.4 -0.3
XJH iShares ESG Screened S&P Mid-Cap ETF 5.1 12 21 6.8 -0.9
SDG iShares MSCI Global Sustainable Development Goals ETF 5.1 49 -16 5.8 -1.9
CVY Invesco Zacks Multi-Asset Income ETF 5.1 106 -73 8.9 +1.2
IWS iShares Russell Mid-Cap Value ETF 5.1 23 10 6.6 -1.1
MDY SPDR S&P Midcap 400 ETF Trust 5.0 23 10 6.8 -0.9
EQAL Invesco Russell 1000 Equal Weight ETF 5.0 20 13 6.0 -1.7
AFMC First Trust Active Factor Mid Cap ETF 5.0 65 -32 7.5 -0.2
JHDV John Hancock U.S. High Dividend ETF 4.9 34 -1 6.5 -1.2
SPDV AAM S&P 500 High Dividend Value ETF 4.9 29 4 10.5 +2.8
IJH iShares Core S&P Mid-Cap ETF 4.9 5 28 6.9 -0.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4.9 3 30 7.0 -0.7
SRET Global X SuperDividend REIT ETF 4.9 59 -26 10.1 +2.4
IWN iShares Russell 2000 Value ETF 4.7 24 9 5.6 -2.1
VTWV Vanguard Russell 2000 Value ETF 4.7 15 18 5.8 -1.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 4.7 24 9 7.8 +0.1
NUDV Nuveen ESG Dividend ETF 4.7 26 7 7.5 -0.2
FCPI Fidelity Stocks for Inflation ETF 4.7 15 18 8.6 +0.9
IMCV iShares Morningstar Mid-Cap Value ETF 4.6 6 27 7.9 +0.3
VBR Vanguard Small Cap Value ETF 4.4 7 26 8.2 +0.5
VOE Vanguard Mid-Cap Value ETF 4.4 7 26 7.4 -0.3
NXTG First Trust Indxx NextG ETF 4.3 70 -37 6.0 -1.7
IMCB iShares Morningstar Mid-Cap ETF 4.3 4 29 6.1 -1.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.3 15 18 7.1 -0.6
NUSC Nuveen ESG Small-Cap ETF 4.3 31 2 5.2 -2.5
KNCT Invesco Next Gen Connectivity ETF 4.2 40 -7 5.9 -1.8
FLDZ RiverNorth Patriot ETF 4.2 75 -42 5.8 -1.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.2 79 -46 6.2 -1.5
IVOO Vanguard S&P Mid-Cap 400 ETF 4.1 10 23 6.9 -0.8
PZLD Puzzle Divdend Leaders 4.1 0 33 7.5 -0.2
SLYV SPDR S&P 600 Small Cap Value ETF 4.1 15 18 9.4 +1.7
IJS iShares S&P Small-Cap 600 Value ETF 4.1 18 15 9.3 +1.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.0 4 29 6.1 -1.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.0 10 23 4.9 -2.8
ISCV iShares Morningstar Small Cap Value ETF 4.0 6 27 8.1 +0.4
XJR iShares ESG Screened S&P Small-Cap ETF 4.0 12 21 7.7 +0.1
IMCG iShares Morningstar Mid-Cap Growth ETF 4.0 6 27 4.3 -3.4
PY Principal Value ETF 4.0 15 18 7.5 -0.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.0 65 -32 5.1 -2.6
SCHM Schwab U.S. Mid-Cap ETF 3.9 4 29 6.3 -1.4
TMFG Motley Fool Global Opportunities ETF 3.9 85 -52 3.3 -4.4
IWR iShares Russell Midcap ETF 3.9 19 14 5.7 -2.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.8 10 23 4.8 -2.9
IJR iShares Core S&P Small Cap ETF 3.8 6 27 8.2 +0.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.8 3 30 8.2 +0.5
FSMD Fidelity Small-Mid Multifactor ETF 3.8 15 18 7.6 -0.1
SMLF iShares U.S. SmallCap Equity Factor ETF 3.8 15 18 5.8 -1.9
CLOU Global X Cloud Computing ETF 3.8 68 -35 2.1 -5.6
VB Vanguard Small-Cap ETF 3.7 5 28 5.4 -2.3
BEDZ AdvisorShares Hotel ETF 3.7 100 -67 2.9 -4.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.7 17 16 5.4 -2.3
VO Vanguard Mid-Cap ETF 3.7 4 29 5.8 -1.9
VIOO Vanguard S&P Small-Cap 600 ETF 3.6 10 23 7.8 +0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.6 20 13 6.4 -1.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.6 29 4 8.1 +0.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.6 25 8 8.8 +1.2
RNMC First Trust Mid Cap US Equity Select ETF 3.6 60 -27 7.9 +0.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.6 47 -14 5.9 -1.8
ISMD Inspire Small/Mid Cap ETF 3.6 54 -21 6.1 -1.6
NUMV Nuveen ESG Mid-Cap Value ETF 3.6 31 2 7.4 -0.3
RNSC Furst Trust Small Cap US Equity Select ETF 3.6 60 -27 8.4 +0.7
BGIG Bahl & Gaynor Income Growth ETF 3.6 45 -12 5.3 -2.4
UDI USCF Dividend Income Fund 3.6 65 -32 7.4 -0.3
XSLV Invesco S&P SmallCap Low Volatility ETF 3.5 25 8 6.9 -0.8
MBCC Monarch Blue Chips Core ETF 3.5 125 -92 3.4 -4.3
QDF FlexShares Quality Dividend Index Fund 3.5 37 -4 5.0 -2.7
STXK Strive Small-Cap ETF 3.5 18 15 5.5 -2.2
DES WisdomTree U.S. SmallCap Dividend Fund 3.4 38 -5 8.1 +0.5
FUNL CornerCap Fundametrics Large-Cap ETF 3.4 50 -17 7.0 -0.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.4 9 24 6.0 -1.7
IJK iShares S&P Mid-Cap 400 Growth ETF 3.4 17 16 5.8 -1.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.4 9 24 4.0 -3.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.4 15 18 5.8 -1.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.4 15 18 8.2 +0.5
KONG Formidable Fortress ETF 3.4 89 -56 6.2 -1.5
CRUZ Defiance Hotel Airline and Cruise ETF 3.3 45 -12 -4.9 -12.6
ISCB iShares Morningstar Small-Cap ETF 3.3 4 29 5.3 -2.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.3 7 26 5.7 -2.0
BKSE BNY Mellon US Small Cap Core Equity ETF 3.3 4 29 5.7 -2.0
SCAP InfraCap Small Cap Income ETF 3.3 135 -102 7.2 -0.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.2 15 18 7.4 -0.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.2 15 18 7.0 -0.7
EUSA iShares MSCI USA Equal Weighted ETF 3.2 9 24 6.1 -1.6
YLDE ClearBridge Dividend Strategy ESG ETF 3.2 60 -27 5.4 -2.3
PSC Principal U.S. Small-Cap ETF 3.1 38 -5 6.6 -1.1
SDY SPDR S&P Dividend ETF 3.1 35 -2 6.3 -1.4
SMDY Syntax Stratified MidCap ETF 3.1 35 -2 6.3 -1.4
DTD WisdomTree U.S. Total Dividend Fund 3.1 28 5 6.5 -1.2
SNPV Xtrackers S&P 500 Value ESG ETF 3.1 15 18 6.8 -0.9
DLN WisdomTree U.S. LargeCap Dividend Fund 3.1 28 5 6.2 -1.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.1 20 13 8.0 +0.3
SCHA Schwab U.S. Small-Cap ETF 3.0 4 29 4.9 -2.8
JHSC John Hancock Multifactor Small Cap ETF 3.0 42 -9 6.2 -1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 3.0 37 -4 4.8 -2.9
CZA Invesco Zacks Mid-Cap ETF 3.0 72 -39 6.3 -1.4
RSP Invesco S&P 500 Equal Weight ETF 3.0 20 13 6.2 -1.5
ESIX SPDR S&P SmallCap 600 ESG ETF 3.0 12 21 7.8 +0.1
VNSE Natixis Vaughan Nelson Select ETF 3.0 80 -47 3.2 -4.5
SIZE iShares MSCI USA Size Factor ETF 3.0 15 18 6.0 -1.7
REVS Columbia Research Enhanced Value ETF 3.0 19 14 7.7 +0.0
VXF Vanguard Extended Market ETF 3.0 6 27 3.9 -3.8
DHS WisdomTree U.S. High Dividend Fund 3.0 38 -5 8.8 +1.1
SMLE Xtrackers S&P SmallCap 600 ESG ETF 2.9 15 18 7.6 -0.1
VOT Vanguard Mid-Cap Growth ETF 2.9 7 26 4.2 -3.5
SLYG SPDR S&P 600 Small Cap Growth ETF 2.9 15 18 7.1 -0.6
IJT iShares S&P Small-Cap 600 Growth ETF 2.9 18 15 7.0 -0.7
SCHV Schwab U.S. Large-Cap Value ETF 2.9 4 29 6.7 -1.0
OSCV Opus Small Cap Value ETF 2.9 79 -46 6.4 -1.3
GURU Global X Guru Index ETF 2.9 75 -42 2.5 -5.2
FYX First Trust Small Cap Core AlphaDEX Fund 2.8 61 -28 7.2 -0.5
CUT Invesco MSCI Global Timber ETF 2.8 61 -28 8.6 +0.9
WOOD iShares Global Timber & Forestry ETF 2.8 42 -9 9.6 +1.9
USXF iShares ESG Advanced MSCI USA ETF 2.8 10 23 5.2 -2.5
FIVG Defiance Next Gen Connectivity ETF 2.8 30 3 6.7 -1.0
ABEQ Absolute Select Value ETF 2.8 85 -52 4.7 -3.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.8 10 23 5.4 -2.3
VBK Vanguard Small-Cap Growth ETF 2.7 7 26 1.5 -6.2
FCLD Fidelity Cloud Computing ETF 2.7 39 -6 2.4 -5.3
SFYX SoFi Next 500 ETF 2.7 0 33 5.6 -2.1
EVUS iShares ESG Aware MSCI USA Value ETF 2.7 18 15 6.7 -1.0
JRNY ALPS Global Travel Beneficiaries ETF 2.7 65 -32 0.0 -7.7
HAPY Harbor Human Capital Factor Unconstrained ETF 2.7 50 -17 4.8 -2.9
ISCG iShares Morningstar Small-Cap Growth ETF 2.7 6 27 2.5 -5.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.6 15 18 6.4 -1.3
QLV FlexShares US Quality Low Volatility Index Fund 2.6 22 11 5.2 -2.5
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 2.6 35 -2 5.4 -2.3
BLES Inspire Global Hope ETF 2.6 61 -28 6.3 -1.4
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.6 106 -73 2.9 -4.8
FLLV Franklin U.S. Low Volatility ETF 2.6 29 4 5.9 -1.8
AFSM First Trust Active Factor Small Cap ETF 2.6 75 -42 7.6 -0.1
TEMP JPMorgan Climate Change Solutions ETF 2.6 49 -16 4.7 -3.0
IWD iShares Russell 1000 Value ETF 2.6 19 14 6.6 -1.1
IWM iShares Russell 2000 ETF 2.5 19 14 3.6 -4.1
VONV Vanguard Russell 1000 Value ETF 2.5 8 25 6.7 -1.0
JHMM John Hancock Multifactor Mid Cap ETF 2.5 42 -9 6.6 -1.1
VTWO Vanguard Russell 2000 ETF 2.5 10 23 3.9 -3.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.5 20 13 6.7 -1.0
SDIV Global X Superdividend ETF 2.5 58 -25 17.6 +9.9
IUSV iShares Core S&P US Value ETF 2.5 4 29 6.8 -0.9
SMMD iShares Russell 2500 ETF 2.5 15 18 6.0 -1.7
NULV Nuveen ESG Large-Cap Value ETF 2.4 26 7 7.1 -0.6
HDUS Hartford Disciplined US Equity ETF 2.4 19 14 6.2 -1.5
FYC First Trust Small Cap Growth AlphaDEX Fund 2.4 71 -38 0.9 -6.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.4 39 -6 10.6 +2.9
VEGN US Vegan Climate ETF 2.4 60 -27 4.7 -3.0
MDLV Morgan Dempsey Large Cap Value ETF 2.4 58 -25 8.6 +0.9
DIVB iShares Core Dividend ETF 2.4 5 28 8.0 +0.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.4 55 -22 4.0 -3.7
FMET Fidelity Metaverse ETF 2.3 39 -6 4.4 -3.3
FLV American Century Focused Large Cap Value ETF 2.3 42 -9 6.5 -1.2
FDRR Fidelity Dividend ETF for Rising Rates 2.3 15 18 7.9 +0.2
XDAT Franklin Exponential Data ETF 2.3 50 -17 2.9 -4.8
PFI Invesco Dorsey Wright Financial Momentum ETF 2.3 60 -27 6.2 -1.5
FDLO Fidelity Low Volatility Factor ETF 2.3 15 18 5.5 -2.2
TMFM Motley Fool Mid-Cap Growth ETF 2.3 85 -52 3.3 -4.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.2 60 -27 6.4 -1.3
CHGX AXS Change Finance ESG ETF 2.2 49 -16 5.1 -2.6
IVE iShares S&P 500 Value ETF 2.2 18 15 6.6 -1.1
VOOV Vanguard S&P 500 Value ETF 2.2 10 23 5.5 -2.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.2 52 -19 6.3 -1.4
SPYV SPDR Portfolio S&P 500 Value ETF 2.2 4 29 6.7 -1.0
WCEO Hypatia Women CEO ETF 2.2 85 -52 5.2 -2.5
DEUS Xtrackers Russell US Multifactor ETF 2.2 17 16 7.1 -0.6
GDIV Harbor Dividend Growth Leaders ETF 2.2 50 -17 6.0 -1.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.2 35 -2 6.0 -1.7
FTC First Trust Large Cap Growth AlphaDEX Fund 2.1 59 -26 2.8 -4.9
DIVL Madison Dividend Value ETF 2.1 65 -32 6.1 -1.6
DIV Global X SuperDividend US ETF 2.1 45 -12 7.8 +0.1
ROUS Hartford Multifactor US Equity ETF 2.1 19 14 6.4 -1.3
AFLG First Trust Active Factor Large Cap ETF 2.0 55 -22 6.2 -1.5
STXD Strive 1000 Dividend Growth ETF 2.0 35 -2 5.5 -2.2
FSST Fidelity Sustainable U.S. Equity ETF 2.0 59 -26 4.9 -2.8
QLC FlexShares US Quality Large Cap Index Fund 2.0 25 8 5.6 -2.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.0 64 -31 2.1 -5.6
SPXT ProShares S&P 500 Ex-Technology ETF 2.0 9 24 5.7 -2.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.0 9 24 5.0 -2.7
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -46 4.3 -3.4
MAGA Point Bridge America First ETF 2.0 72 -39 6.3 -1.4
RFFC ALPS Active Equity Opportunity ETF 2.0 48 -15 4.5 -3.2
PRF Invesco FTSE RAFI US 1000 ETF 2.0 39 -6 7.3 -0.4
USMF WisdomTree U.S. Multifactor Fund 1.9 28 5 6.9 -0.8
STXV Strive 1000 Value ETF 1.9 18 15 7.8 +0.1
ROE Astoria US Quality Kings ETF 1.9 49 -16 8.1 +0.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 19 5.4 -2.3
CVAR Cultivar ETF 1.9 87 -54 6.9 -0.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.9 39 -6 4.5 -3.2
YALL God Bless America ETF 1.9 65 -32 3.6 -4.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.8 15 18 4.9 -2.8
JEPI JPMorgan Equity Premium Income ETF 1.8 35 -2 5.3 -2.4
EZM WisdomTree U.S. MidCap Fund 1.8 38 -5 8.1 +0.5
DVND Touchstone Dividend Select ETF 1.8 67 -34 6.4 -1.3
ONEO SPDR Russell 1000 Momentum Focus ETF 1.8 20 13 7.1 -0.6
EQWL Invesco S&P 100 Equal Weight ETF 1.8 25 8 6.8 -0.9
VTV Vanguard Value ETF 1.8 4 29 7.0 -0.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.8 50 -17 7.9 +0.2
JVAL JPMorgan U.S. Value Factor ETF 1.8 12 21 8.4 +0.7
FMIL Fidelity New Millennium ETF 1.8 59 -26 4.3 -3.4
GBUY Goldman Sachs Future Consumer Equity ETF 1.8 75 -42 3.1 -4.6
FYT First Trust Small Cap Value AlphaDEX Fund 1.8 73 -40 11.7 +4.0
JQUA JPMorgan U.S. Quality Factor ETF 1.8 12 21 5.7 -2.0
MILN Global X Millennial Consumer ETF 1.7 50 -17 2.4 -5.3
ESGV Vanguard ESG U.S. Stock ETF 1.7 9 24 5.1 -2.6
SSLY Syntax Stratified SmallCap ETF 1.7 40 -7 7.5 -0.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.7 65 -32 3.8 -3.9
NULG Nuveen ESG Large-Cap Growth ETF 1.7 26 7 4.4 -3.3
FLRG Fidelity U.S. Multifactor ETF 1.7 15 18 7.7 +0.0
BUYZ Franklin Disruptive Commerce ETF 1.7 50 -17 2.1 -5.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.7 35 -2 7.5 -0.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.7 10 23 5.2 -2.5
DSI iShares MSCI KLD 400 Social ETF 1.7 25 8 5.1 -2.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.7 40 -7 6.6 -1.1
FQAL Fidelity Quality Factor ETF 1.7 15 18 5.9 -1.8
RECS Columbia Research Enhanced Core ETF 1.7 15 18 5.6 -2.1
ISHP First Trust Nasdaq Retail ETF 1.7 60 -27 3.2 -4.5
FAB First Trust Multi Cap Value AlphaDEX Fund 1.7 67 -34 9.2 +1.6
DEMZ Democratic Large Cap Core ETF 1.7 45 -12 4.2 -3.5
SSPY Syntax Stratified LargeCap ETF 1.6 30 3 6.5 -1.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.6 20 13 4.5 -3.2
FVAL Fidelity Value Factor ETF 1.6 15 18 7.5 -0.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 8 5.7 -2.0
FVD First Trust Value Line Dividend Index Fund 1.6 65 -32 6.0 -1.7
FEX First Trust Large Cap Core AlphaDEX Fund 1.6 59 -26 5.6 -2.1
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 21 4.8 -2.9
SPXV ProShares S&P 500 Ex-Health Care ETF 1.6 9 24 5.1 -2.6
SMCP AlphaMark Actively Managed Small Cap ETF 1.6 90 -57 6.8 -0.9
SIXL ETC 6 Meridian Low Beta Equity ETF 1.6 80 -47 5.1 -2.6
VLUE iShares MSCI USA Value Factor ETF 1.5 15 18 10.7 +3.0
JHML John Hancock Multifactor Large Cap ETF 1.5 29 4 5.6 -2.1
NULC Nuveen ESG Large-Cap ETF 1.5 21 12 5.5 -2.2
IWV iShares Russell 3000 ETF 1.5 20 13 5.0 -2.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.5 20 13 5.1 -2.6
SCHB Schwab U.S. Broad Market ETF 1.5 3 30 5.2 -2.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 30 5.1 -2.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.5 3 30 5.4 -2.3
SUSL iShares ESG MSCI USA Leaders ETF 1.5 10 23 5.1 -2.6
VSLU Applied Finance Valuation Large Cap ETF 1.5 49 -16 6.0 -1.7
VTI Vanguard Total Stock Market ETF 1.5 3 30 5.1 -2.6
JOET Virtus Terranova US Quality Momentum ETF 1.5 29 4 5.2 -2.5
APUE ActivePassive U.S. Equity ETF 1.5 45 -12 5.0 -2.7
VTHR Vanguard Russell 3000 ETF 1.5 10 23 5.1 -2.6
ILCV iShares Morningstar Value ETF 1.5 4 29 6.7 -1.0
ESGU iShares ESG Aware MSCI USA ETF 1.5 15 18 5.2 -2.5
IGPT Invesco AI and Next Gen Software ETF 1.5 60 -27 3.8 -3.9
PFM Invesco Dividend Achievers ETF 1.5 53 -20 5.7 -2.0
IWB iShares Russell 1000 ETF 1.5 15 18 5.1 -2.6
SCHK Schwab 1000 Index ETF 1.5 5 28 5.3 -2.4
IYY iShares Dow Jones U.S. ETF 1.5 20 13 5.1 -2.6
PRAY FIS Christian Stock Fund 1.4 69 -36 5.9 -1.8
VONE Vanguard Russell 1000 ETF 1.4 8 25 5.2 -2.5
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 24 5.3 -2.4
AIEQ AI Powered Equity ETF 1.4 75 -42 6.1 -1.6
KRUZ Unusual Whales Subversive Republican Trading ETF 1.4 75 -42 4.9 -2.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.4 2 31 5.3 -2.4
SCHX Schwab U.S. Large-Cap ETF 1.4 3 30 5.3 -2.4
ETHO Etho Climate Leadership U.S. ETF 1.4 47 -14 4.1 -3.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.4 29 4 9.1 +1.4
XVV iShares ESG Screened S&P 500 ETF 1.4 8 25 5.1 -2.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 22 5.2 -2.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.4 7 26 5.2 -2.5
QDIV Global X S&P 500 Quality Dividend ETF 1.4 20 13 8.6 +0.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.4 80 -47 5.7 -2.0
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 30 5.3 -2.4
SHE SPDR MSCI USA Gender Diversity ETF 1.4 20 13 5.0 -2.7
PBUS Invesco MSCI USA ETF 1.3 4 29 5.3 -2.4
VOTE TCW Transform 500 ETF 1.3 5 28 5.2 -2.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 15 18 6.9 -0.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.3 7 26 5.2 -2.5
QUAL iShares MSCI USA Quality Factor ETF 1.3 15 18 5.5 -2.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.3 29 4 5.1 -2.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.3 38 -5 6.7 -1.0
BKLC BNY Mellon US Large Cap Core Equity ETF 1.3 0 33 5.3 -2.4
SPMV Invesco S&P 500 Minimum Variance ETF 1.3 10 23 5.6 -2.1
FNDB Schwab Fundamental US Broad Market Index ETF 1.3 25 8 7.1 -0.6
SNPE Xtrackers S&P 500 ESG ETF 1.3 10 23 5.3 -2.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.3 20 13 5.1 -2.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.3 39 -6 9.4 +1.7
VLU SPDR S&P 1500 Value Tilt ETF 1.3 12 21 7.1 -0.6
WLDR Affinity World Leaders Equity ETF 1.3 67 -34 8.5 +0.8
IVV iShares Core S&P 500 ETF 1.3 3 30 5.3 -2.4
SPY SPDR S&P 500 ETF Trust 1.3 9 24 5.2 -2.5
SPLG SPDR Portfolio S&P 500 ETF 1.3 2 31 5.3 -2.4
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 -3 4.8 -2.9
FDMO Fidelity Momentum Factor ETF 1.3 15 18 3.7 -4.0
VOO Vanguard S&P 500 ETF 1.3 3 30 5.3 -2.4
FTA First Trust Large Cap Value AlphaDEX Fund 1.3 59 -26 8.2 +0.5
VV Vanguard Large-Cap ETF 1.3 4 29 5.2 -2.5
SFY SoFi Select 500 ETF 1.3 0 33 5.2 -2.5
ACVF American Conservative Values ETF 1.3 75 -42 4.4 -3.3
LRGF iShares U.S. Equity Factor ETF 1.2 8 25 5.8 -1.9
NUMG Nuveen ESG Mid-Cap Growth ETF 1.2 31 2 3.7 -4.0
ILCG iShares Morningstar Growth ETF 1.2 4 29 4.1 -3.6
FLQL Franklin LibertyQ U.S. Equity ETF 1.2 15 18 6.0 -1.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.2 12 21 5.1 -2.6
STRV Strive 500 ETF 1.2 5 28 5.2 -2.5
GNR SPDR S&P Global Natural Resources ETF 1.2 40 -7 9.2 +1.5
FNK First Trust Mid Cap Value AlphaDEX Fund 1.2 70 -37 9.2 +1.5
VICE AdvisorShares Vice ETF 1.2 99 -66 7.5 -0.2
BJK VanEck Gaming ETF 1.2 65 -32 1.8 -5.9
RAFE PIMCO RAFI ESG U.S. ETF 1.2 29 4 7.2 -0.5
SUSA iShares MSCI USA ESG Select ETF 1.2 25 8 5.4 -2.3
STXG Strive 1000 Growth ETF 1.2 18 15 4.2 -3.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.2 39 -6 8.9 +1.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.2 29 4 6.3 -1.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.2 75 -42 3.8 -3.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.2 40 -7 4.1 -3.6
AUSF Global X Adaptive U.S. Factor ETF 1.1 27 6 9.0 +1.3
IWX iShares Russell Top 200 Value ETF 1.1 20 13 6.5 -1.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.1 75 -42 3.2 -4.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 24 5.5 -2.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.1 46 -13 8.8 +1.1
RVRB Reverb ETF 1.1 30 3 5.0 -2.7
EES WisdomTree U.S. SmallCap Fund 1.1 38 -5 10.3 +2.6
MGV Vanguard Mega Cap Value ETF 1.1 7 26 6.8 -0.9
FNX First Trust Mid Cap Core AlphaDEX Fund 1.0 60 -27 6.0 -1.7
WTV WisdomTree US Value Fund of Benef Interest 1.0 12 21 8.7 +1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.0 30 3 4.7 -3.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.0 30 3 8.0 +0.3
TOK iShares MSCI Kokusai ETF 1.0 26 7 5.3 -2.4
AGNG Global X Aging Population ETF 1.0 50 -17 4.1 -3.6
OALC OneAscent Large Cap Core ETF 1.0 86 -53 5.9 -1.8
FNDX Schwab Fundamental US Large Co. Index ETF 1.0 25 8 7.1 -0.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.0 12 21 7.3 -0.3
QVML Invesco S&P 500 QVM Multi-factor ETF 1.0 11 22 5.2 -2.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.0 32 1 5.2 -2.5
URTH iShares MSCI World ETF 1.0 24 9 5.4 -2.3
IWP iShares Russell Mid-Cap Growth ETF 1.0 23 10 3.8 -3.9
SPGP Invesco S&P 500 GARP ETF 0.9 34 -1 8.5 +0.8
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.9 30 3 12.3 +4.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.9 39 -6 8.7 +1.0
DBLV AdvisorShares DoubleLine Value Equity ETF 0.9 90 -57 7.5 -0.2
VT Vanguard Total World Stock ETF 0.9 7 26 5.8 -1.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.9 25 8 11.1 +3.4
NTZG Nuveen Global Net Zero Transition ETF 0.9 56 -23 4.9 -2.8
ZECP Zacks Earnings Consistent Portfolio ETF 0.9 55 -22 5.0 -2.7
GLRY Inspire Faithward Mid Cap Momentum ETF 0.9 80 -47 8.0 +0.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 8 5.8 -1.9
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 8 5.7 -2.0
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 -27 5.3 -2.4
XT iShares Exponential Technologies ETF 0.9 46 -13 3.9 -3.8
TMFS Motley Fool Small-Cap Growth ETF 0.9 85 -52 3.6 -4.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.9 35 -2 10.5 +2.8
JAVA JPMorgan Active Value ETF 0.9 44 -11 6.3 -1.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.9 9 24 5.8 -1.9
ACWI iShares MSCI ACWI ETF 0.9 32 1 5.5 -2.2
VUG Vanguard Growth ETF 0.8 4 29 4.3 -3.4
NACP Impact Shares NAACP Minority Empowerment ETF 0.8 49 -16 5.0 -2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 0.8 75 -42 4.9 -2.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 24 5.7 -2.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 13 5.6 -2.1
TMDV ProShares Russell US Dividend Growers ETF 0.8 35 -2 6.5 -1.2
ROSC Hartford Multifactor Small Cap ETF 0.8 34 -1 10.1 +2.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.8 12 21 4.5 -3.2
MGC Vanguard Mega Cap ETF 0.8 7 26 5.1 -2.6
HLGE Hartford Longevity Economy ETF 0.8 44 -11 6.6 -1.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.8 35 -2 7.2 -0.5
EPS WisdomTree U.S. LargeCap Fund 0.8 8 25 6.3 -1.4
HAP VanEck Natural Resources ETF 0.7 50 -17 9.5 +1.8
DGT SPDR Global Dow ETF 0.7 50 -17 6.7 -1.0
IWL iShares Russell Top 200 ETF 0.7 15 18 5.0 -2.7
FDWM Fidelity Women's Leadership ETF 0.7 59 -26 4.8 -2.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.7 19 14 6.5 -1.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.7 70 -37 1.8 -5.9
RFV Invesco S&P Midcap 400 Pure Value ETF 0.7 35 -2 8.8 +1.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.7 42 -9 5.1 -2.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.7 45 -12 4.7 -3.0
GDEF Goldman Sachs Defensive Equity ETF 0.7 55 -22 4.4 -3.3
FBCV Fidelity Blue Chip Value ETF 0.7 59 -26 7.1 -0.6
TMFC Motley Fool 100 Index ETF 0.7 50 -17 4.0 -3.7
CSD Invesco S&P Spin-Off ETF 0.7 65 -32 7.9 +0.2
IUSG iShares Core S&P U.S. Growth ETF 0.7 4 29 4.6 -3.1
MGMT Ballast Small/Mid Cap ETF 0.7 110 -77 7.8 +0.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.7 70 -37 5.0 -2.7
MGK Vanguard Mega Cap Growth ETF 0.6 7 26 4.4 -3.3
CSMD Congress SMid Growth ETF 0.6 69 -36 4.2 -3.5
SMDV ProShares Russell 2000 Dividend Growers ETF 0.6 40 -7 7.2 -0.5
EGUS iShares ESG Aware MSCI USA Growth ETF 0.6 18 15 4.3 -3.4
HKND Humankind US Stock ETF 0.6 11 22 7.0 -0.7
SVAL iShares US Small Cap Value Factor ETF 0.6 20 13 11.4 +3.7
XMHQ Invesco S&P MidCap Quality ETF 0.6 25 8 7.0 -0.7
VUSE Vident U.S. Equity Strategy ETF 0.6 50 -17 3.6 -4.1
HLAL Wahed FTSE USA Shariah ETF 0.6 50 -17 5.0 -2.7
SNPG Xtrackers S&P 500 Growth ESG ETF 0.6 15 18 4.8 -2.9
IWF iShares Russell 1000 Growth ETF 0.6 19 14 4.7 -3.0
VONG Vanguard Russell 1000 Growth ETF 0.6 8 25 4.8 -2.9
WDIV SPDR S&P Global Dividend ETF 0.5 40 -7 10.2 +2.6
SQEW LeaderShares Equity Skew ETF 0.5 81 -48 6.1 -1.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 -27 5.7 -2.0
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 -6 7.8 +0.1
IWY iShares Russell Top 200 Growth ETF 0.5 20 13 4.9 -2.8
QUS SPDR MSCI USA StrategicFactors ETF 0.5 15 18 6.0 -1.7
SPYG SPDR Portfolio S&P 500 Growth ETF 0.5 4 29 4.6 -3.1
IVW iShares S&P 500 Growth ETF 0.5 18 15 4.5 -3.2
GSPY Gotham Enhanced 500 ETF 0.5 50 -17 5.3 -2.4
VOOG Vanguard S&P 500 Growth ETF 0.5 10 23 5.5 -2.2
QGRW WisdomTree U.S. Quality Growth Fund 0.5 28 5 4.7 -3.0
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -19 2.7 -5.0
OEF iShares S&P 100 ETF 0.4 20 13 5.0 -2.7
FPX First Trust US Equity Opportunities ETF 0.4 61 -28 0.6 -7.1
USVT US Value ETF 0.4 49 -16 11.3 +3.6
RWL Invesco S&P 500 Revenue ETF 0.4 39 -6 6.6 -1.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -27 1.2 -6.5
TMFX Motley Fool Next Index ETF 0.4 50 -17 3.4 -4.3
KRMA Global X Conscious Companies ETF 0.4 43 -10 5.8 -1.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.4 75 -42 6.7 -1.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.4 35 -2 5.7 -2.0
SIXS ETC 6 Meridian Small Cap Equity ETF 0.4 89 -56 9.0 +1.3
IOO iShares Global 100 ETF 0.3 41 -8 4.8 -2.9
GLOF iShares Global Equity Factor ETF 0.3 20 13 7.1 -0.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.3 75 -42 4.7 -3.0
NANC Unusual Whales Subversive Democratic Trading ETF 0.3 75 -42 3.8 -3.9
IUS Invesco RAFI Strategic US ETF 0.3 19 14 7.3 -0.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 12 3.9 -3.8
IEDI iShares U.S. Consumer Focused ETF 0.3 18 15 5.0 -2.7
DGRW WisdomTree US Quality Dividend Growth Fund 0.3 28 5 6.2 -1.5
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 3 6.1 -1.6
IWO iShares Russell 2000 Growth ETF 0.3 24 9 1.4 -6.3
VTWG Vanguard Russell 2000 Growth ETF 0.3 15 18 1.7 -6.0
IWC iShares Micro-Cap ETF 0.2 60 -27 -4.3 -12.0
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.2 60 -27 6.7 -1.0
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 15 4.4 -3.3
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.2 36 -3 11.1 +3.4
PKW Invesco Buyback Achievers ETF 0.2 62 -29 7.1 -0.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.1 30 3 7.6 -0.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 8 6.1 -1.6
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -27 7.9 +0.2
SPMO Invesco S&P 500 Momentum ETF 0.1 13 20 3.7 -4.0
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 29 4.3 -3.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.1 60 -27 4.1 -3.6
TEQI T. Rowe Price Equity Income ETF 0.0 54 -21 4.1 -3.6
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -17 4.9 -2.8
AVSC Avantis U.S Small Cap Equity ETF 0.0 25 8 5.4 -2.3

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

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Columbia Research Enhanced Real Estate ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.3 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 33 bp
Equals: ALTAR Score 7.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 CATEGORY
AVERAGE		 1.55
 
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.