Columbia Research Enhanced Real Estate ETF
ALTAR
Score™
7.4% info Recommen-
dation
OVERWEIGHT
2024E    2025E
P/E
ratio
14.8x P/Sales
ratio
5.5x
P/BV
ratio
2.2x Div.
yield
4.2%


  • 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 72
Wgt avg mkt cap (mns) $30,587
Large cap (>$10bn) 75.2%
Mid cap ($2-10bn) 21.9%
Small cap (<$2bn) 3.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
AMERICAN TOWER CORP-CL A 9.1 %
SIMON PROPERTY GROUP INC 7.6 %
EQUINIX INC 7.2 %
DIGITAL REALTY TRUST INC 6.0 %
CROWN CASTLE INTL CORP 5.7 %
REALTY INCOME CORP 5.1 %
IRON MOUNTAIN INC 3.2 %
AVALONBAY COMMUNITIES INC 3.2 %
MID-AMERICA APARTMENT COMM 3.1 %
INVITATION HOMES, INC. 2.5 %
Total 52.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 90.9 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-0.7% 7.3% -- -- 8.4%

Market Correlations
versus... Beta R-squared
S&P500 1.33 68%
MSCI EAFE 1.11 62%
MSCI Emg. Mkts. 1.13 52%

Technical Indicators
Recent close $21.73
30d moving avg. $21.55
Annualized volatility 20.8%
Short interest (ETF) 0.1%
Relative strength (RSI) 43

Liquidity measures
Avg. volume (thou.) 0
Turnover 0.0%
Bid/Ask (% of price) 0.39%
ADV underlying (mns) $3,429

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 548 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™: 7.4%


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 58.9 7 26 6.9 -0.5
DFAR Dimensional US Real Estate ETF 58.8 19 14 6.6 -0.8
ICF iShares Cohen & Steers REIT ETF 53.8 33 0 6.0 -1.4
VNQ Vanguard Real Estate ETF 53.6 12 21 6.4 -1.0
FREL Fidelity MSCI Real Estate Index ETF 53.6 8 25 6.5 -0.9
IYR iShares U.S. Real Estate ETF 52.8 40 -7 6.2 -1.2
XLRE Real Estate Select Sector SPDR Fund 50.9 9 24 6.1 -1.3
USRT iShares Core U.S. REIT ETF 50.8 8 25 6.6 -0.8
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 49.7 11 22 6.6 -0.8
FRI First Trust S&P REIT Index Fund 49.4 50 -17 6.2 -1.2
RWR SPDR Dow Jones REIT ETF 49.2 25 8 6.4 -1.0
PSR Invesco Active U.S. Real Estate Fund 45.2 35 -2 6.1 -1.3
DFGR Dimensional Global Real Estate ETF 43.3 22 11 6.4 -1.0
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 40.9 40 -7 6.4 -1.0
AVRE Avantis Real Estate ETF 40.0 17 16 6.1 -1.3
VGSR Vert Global Sustainable Real Estate ETF 38.5 47 -14 5.8 -1.6
REET iShares Global REIT ETF 37.8 14 19 6.4 -1.0
RWO SPDR Dow Jones Global Real Estate ETF 37.6 50 -17 6.3 -1.1
IRET iREIT - MarketVector Quality REIT Index ETF 35.5 60 -27 6.3 -1.1
GQRE FlexShares Global Quality Real Estate Index Fund 34.3 45 -12 6.5 -0.9
FPRO Fidelity Real Estate Investment ETF 34.2 59 -26 4.9 -2.5
ERET iShares Environmentally Aware Real Estate ETF 34.2 30 3 6.6 -0.8
PPTY US Diversified Real Estate ETF 33.9 53 -20 5.9 -1.5
JPRE JPMorgan Realty Income ETF 33.4 50 -17 6.3 -1.1
REAI Intelligent Real Estate ETF 32.9 59 -26 13.6 +6.2
SRVR Pacer Data & Infrastructure Real Estate ETF 32.3 55 -22 1.4 -6.0
DTCR Global X Data Center & Digital Infrastructure ETF 30.5 50 -17 4.4 -3.0
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 30.5 41 -8 8.4 +1.0
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 29.6 60 -27 6.6 -0.8
BYRE Principal Real Estate Active Opportunities ETF 27.8 65 -32 5.4 -2.0
IVRA Invesco Real Assets ESG ETF 26.7 59 -26 5.3 -2.1
JRE Janus Henderson U.S. Real Estate ETF 26.0 65 -32 5.9 -1.5
RDOG ALPS REIT Dividend Dogs ETF 23.2 35 -2 10.5 +3.1
RITA ETFB Green SRI REITs ETF 23.0 50 -17 5.1 -2.3
IQRA IQ CBRE Real Assets ETF 21.6 65 -32 5.3 -2.1
REZ iShares Residential and Multisector Real Estate ETF 18.7 48 -15 5.6 -1.8
SPRE SP Funds S&P Global REIT Sharia ETF 18.3 55 -22 4.6 -2.8
NURE Nuveen Short-Term REIT ETF 17.7 35 -2 5.7 -1.7
RIET Hoya Capital High Dividend Yield ETF 17.6 50 -17 11.4 +4.0
BLLD JPMorgan Sustainable Infrastructure ETF 16.1 49 -16 5.6 -1.8
DESK VanEck Office and Commercial REIT ETF 13.9 50 -17 11.1 +3.7
VRAI Virtus Real Asset Income ETF 12.5 55 -22 8.7 +1.3
HAUS Residential REIT ETF 12.5 60 -27 5.2 -2.2
BLDG Cambria Global Real Estate ETF 12.4 60 -27 15.7 +8.3
ICAP InfraCap Equity Income Fund ETF 11.6 171 -138 5.5 -1.9
NETL NETLease Corporate Real Estate ETF 10.6 60 -27 9.3 +1.9
XMLV Invesco S&P MidCap Low Volatility ETF 10.4 25 8 7.0 -0.4
HOMZ Hoya Capital Housing ETF 10.2 30 3 7.8 +0.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 10.0 80 -47 6.3 -1.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 9.7 60 -27 6.3 -1.1
KBWY Invesco KBW Premium Yield Equity REIT ETF 9.5 35 -2 11.3 +3.9
TXS Texas Capital Texas Equity Index ETF 8.6 49 -16 4.9 -2.5
SPYD SPDR Portfolio S&P 500 High Dividend ETF 8.6 7 26 9.2 +1.8
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.3 60 -27 9.0 +1.6
BEEZ Honeytree U.S. Equity ETF 8.3 64 -31 4.9 -2.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 8.2 30 3 8.6 +1.2
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 7.8 46 -13 5.0 -2.4
PSCF Invesco S&P SmallCap Financials ETF 7.6 29 4 8.5 +1.1
FCLD Fidelity Cloud Computing ETF 7.5 39 -6 1.6 -5.8
TMFG Motley Fool Global Opportunities ETF 7.4 85 -52 3.6 -3.8
SDG iShares MSCI Global Sustainable Development Goals ETF 7.3 49 -16 5.3 -2.1
ERTH Invesco MSCI Sustainable Future ETF 7.3 62 -29 3.6 -3.8
BWEB Bitwise Web3 ETF 7.2 85 -52 0.6 -6.8
IDAT iShares Future Cloud 5G and Tech ETF 6.9 47 -14 4.0 -3.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.7 24 9 7.9 +0.5
SPDV AAM S&P 500 High Dividend Value ETF 6.4 29 4 10.1 +2.7
DEW WisdomTree Global High Dividend Fund 6.4 58 -25 8.2 +0.8
TBG TBG Dividend Focus ETF 6.3 59 -26 6.9 -0.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 6.1 29 4 7.3 -0.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.1 10 23 4.3 -3.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 6.1 27 6 6.8 -0.6
NXTG First Trust Indxx NextG ETF 6.1 70 -37 6.4 -1.0
AFMC First Trust Active Factor Mid Cap ETF 6.0 65 -32 6.8 -0.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.0 10 23 4.4 -3.0
KNCT Invesco Next Gen Connectivity ETF 5.9 40 -7 4.6 -2.8
NIXT Research Affiliates Deletions ETF 5.9 9 24 5.4 -2.0
CVY Invesco Zacks Multi-Asset Income ETF 5.8 106 -73 9.0 +1.6
IJJ iShares S&P Mid-Cap 400 Value ETF 5.8 18 15 7.9 +0.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 5.8 12 21 5.4 -2.0
XDAT Franklin Exponential Data ETF 5.7 50 -17 3.3 -4.1
NUMV Nuveen ESG Mid-Cap Value ETF 5.7 31 2 6.7 -0.7
IWN iShares Russell 2000 Value ETF 5.7 24 9 5.1 -2.3
MDYV SPDR S&P 400 Mid Cap Value ETF 5.7 15 18 7.9 +0.5
DON WisdomTree U.S. MidCap Dividend Fund 5.6 38 -5 8.3 +0.9
ONEY SPDR Russell 1000 Yield Focus ETF 5.6 20 13 9.6 +2.3
VTWV Vanguard Russell 2000 Value ETF 5.6 15 18 5.1 -2.3
DES WisdomTree U.S. SmallCap Dividend Fund 5.6 38 -5 8.2 +0.8
IWS iShares Russell Mid-Cap Value ETF 5.5 23 10 6.5 -0.9
FMET Fidelity Metaverse ETF 5.5 39 -6 5.0 -2.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.4 18 15 7.7 +0.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.4 15 18 7.1 -0.2
IMCV iShares Morningstar Mid-Cap Value ETF 5.3 6 27 7.9 +0.5
FNDA Schwab Fundamental US Small Co. Index ETF 5.3 25 8 6.1 -1.3
IGPT Invesco AI and Next Gen Software ETF 5.0 60 -27 3.9 -3.5
EQAL Invesco Russell 1000 Equal Weight ETF 5.0 20 13 6.8 -0.5
XJH iShares ESG Screened S&P Mid-Cap ETF 5.0 12 21 6.4 -1.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.9 15 18 6.9 -0.5
ESIX SPDR S&P SmallCap 600 ESG ETF 4.9 12 21 7.6 +0.2
STXK Strive Small-Cap ETF 4.9 18 15 5.2 -2.2
SRET Global X SuperDividend REIT ETF 4.9 59 -26 10.1 +2.7
XJR iShares ESG Screened S&P Small-Cap ETF 4.8 12 21 6.5 -0.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 4.8 24 9 7.0 -0.4
FDVV Fidelity High Dividend ETF 4.8 15 18 8.8 +1.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.8 65 -32 4.9 -2.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.7 15 18 7.2 -0.2
VBR Vanguard Small Cap Value ETF 4.7 7 26 8.0 +0.6
ULVM VictoryShares US Value Momentum ETF 4.6 20 13 7.2 -0.1
IJH iShares Core S&P Mid-Cap ETF 4.5 5 28 6.5 -0.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 4.5 39 -6 5.3 -2.1
SMLF iShares U.S. SmallCap Equity Factor ETF 4.5 15 18 4.7 -2.7
BIBL Inspire 100 ETF 4.5 35 -2 5.3 -2.1
IJR iShares Core S&P Small Cap ETF 4.5 6 27 6.8 -0.6
ISCV iShares Morningstar Small Cap Value ETF 4.5 6 27 8.0 +0.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.5 47 -14 5.7 -1.7
VOE Vanguard Mid-Cap Value ETF 4.5 7 26 7.2 -0.2
IJT iShares S&P Small-Cap 600 Growth ETF 4.4 18 15 4.8 -2.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.4 25 8 7.2 -0.2
FDCF Fidelity Disruptive Communications ETF 4.4 50 -17 3.1 -4.3
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4.4 3 30 6.5 -0.9
MDY SPDR S&P Midcap 400 ETF Trust 4.4 24 9 6.3 -1.1
IWR iShares Russell Midcap ETF 4.4 19 14 5.5 -1.9
IVOO Vanguard S&P Mid-Cap 400 ETF 4.3 10 23 6.5 -0.9
BEDZ AdvisorShares Hotel ETF 4.3 100 -67 0.2 -7.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 4.3 15 18 7.8 +0.4
VIOO Vanguard S&P Small-Cap 600 ETF 4.3 10 23 6.7 -0.7
SLYG SPDR S&P 600 Small Cap Growth ETF 4.3 15 18 4.8 -2.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 4.3 3 30 6.9 -0.5
XSLV Invesco S&P SmallCap Low Volatility ETF 4.3 25 8 5.6 -1.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.3 15 18 7.7 +0.3
FIVG Defiance Next Gen Connectivity ETF 4.2 30 3 5.3 -2.1
NUDV Nuveen ESG Dividend ETF 4.2 26 7 7.4 +0.0
ISMD Inspire Small/Mid Cap ETF 4.2 54 -21 4.3 -3.1
BKSE BNY Mellon US Small Cap Core Equity ETF 4.2 4 29 5.4 -2.0
POWA Invesco Bloomberg Pricing Power ETF 4.1 40 -7 5.4 -2.0
FLDZ RiverNorth Patriot ETF 4.1 75 -42 5.5 -1.9
SCAP InfraCap Small Cap Income ETF 4.1 135 -102 8.3 +0.9
DIVG Invesco S&P 500 High Dividend Growers ETF 3.9 39 -6 7.8 +0.4
CRUZ Defiance Hotel Airline and Cruise ETF 3.9 45 -12 -4.3 -11.7
JHDV John Hancock U.S. High Dividend ETF 3.9 34 -1 6.8 -0.5
UDI USCF Dividend Income Fund 3.9 65 -32 7.3 -0.1
FSMD Fidelity Small-Mid Multifactor ETF 3.9 15 18 6.4 -1.0
IJS iShares S&P Small-Cap 600 Value ETF 3.8 18 15 8.7 +1.3
IMCB iShares Morningstar Mid-Cap ETF 3.8 4 29 5.7 -1.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.7 29 4 6.5 -0.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.7 39 -6 9.4 +2.0
MBCC Monarch Blue Chips Core ETF 3.7 125 -92 3.7 -3.7
VB Vanguard Small-Cap ETF 3.7 5 28 5.0 -2.4
INDS Pacer Industrial Real Estate ETF 3.7 55 -22 5.6 -1.8
SCHA Schwab U.S. Small-Cap ETF 3.7 4 29 4.5 -2.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.7 9 24 3.3 -4.1
QDF FlexShares Quality Dividend Index Fund 3.7 37 -4 6.1 -1.3
SLYV SPDR S&P 600 Small Cap Value ETF 3.6 15 18 8.8 +1.4
FMDE Fidelity Enhanced Mid Cap ETF 3.6 23 10 5.5 -1.9
FYX First Trust Small Cap Core AlphaDEX Fund 3.6 61 -28 4.7 -2.7
ISCB iShares Morningstar Small-Cap ETF 3.6 4 29 5.2 -2.2
QUVU Hartford Quality Value ETF 3.6 46 -13 6.5 -0.9
VO Vanguard Mid-Cap ETF 3.6 4 29 5.4 -2.0
PY Principal Value ETF 3.6 15 18 7.1 -0.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.5 7 26 5.7 -1.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.5 60 -27 7.1 -0.3
CLOU Global X Cloud Computing ETF 3.5 68 -35 1.7 -5.7
MILN Global X Millennial Consumer ETF 3.5 50 -17 2.5 -4.9
YLDE ClearBridge Dividend Strategy ESG ETF 3.4 60 -27 4.9 -2.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.3 20 13 6.8 -0.6
STXM Strive Mid-Cap ETF 3.3 18 15 6.1 -1.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.3 15 18 6.0 -1.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.3 15 18 5.9 -1.5
FUNL CornerCap Fundametrics Large-Cap ETF 3.3 50 -17 7.1 -0.3
SIXG Defiance Connective Technologies ETF 3.3 30 3 4.8 -2.6
IJK iShares S&P Mid-Cap 400 Growth ETF 3.3 17 16 5.1 -2.3
FCPI Fidelity Stocks for Inflation ETF 3.3 15 18 7.8 +0.5
FYT First Trust Small Cap Value AlphaDEX Fund 3.3 73 -40 8.2 +0.8
NUSC Nuveen ESG Small-Cap ETF 3.3 31 2 5.2 -2.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.2 75 -42 4.9 -2.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.2 15 18 5.1 -2.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.2 70 -37 2.8 -4.6
HAPY Harbor Human Capital Factor Unconstrained ETF 3.1 50 -17 4.4 -3.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.1 17 16 4.9 -2.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.1 4 29 5.8 -1.6
IWM iShares Russell 2000 ETF 3.1 19 14 2.9 -4.5
RSSL Global X Russell 2000 ETF 3.1 8 25 2.7 -4.7
SIZE iShares MSCI USA Size Factor ETF 3.1 15 18 6.1 -1.3
SCHM Schwab U.S. Mid-Cap ETF 3.1 4 29 6.0 -1.4
VTWO Vanguard Russell 2000 ETF 3.1 10 23 3.0 -4.4
EUSA iShares MSCI USA Equal Weighted ETF 3.0 9 24 6.1 -1.3
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.0 65 -32 0.6 -6.8
CZA Invesco Zacks Mid-Cap ETF 3.0 72 -39 5.8 -1.6
RSP Invesco S&P 500 Equal Weight ETF 3.0 20 13 6.5 -0.9
HDUS Hartford Disciplined US Equity ETF 3.0 19 14 5.8 -1.6
PSC Principal U.S. Small-Cap ETF 2.9 38 -5 5.5 -1.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.9 20 13 5.1 -2.3
EVUS iShares ESG Aware MSCI USA Value ETF 2.9 18 15 6.5 -0.9
JHSC John Hancock Multifactor Small Cap ETF 2.9 42 -9 6.3 -1.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.9 64 -31 1.9 -5.5
VXF Vanguard Extended Market ETF 2.8 6 27 3.5 -3.9
DIV Global X SuperDividend US ETF 2.8 45 -12 7.8 +0.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.8 60 -27 5.9 -1.5
WOOD iShares Global Timber & Forestry ETF 2.8 42 -9 9.5 +2.1
CUT Invesco MSCI Global Timber ETF 2.8 61 -28 8.5 +1.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.8 9 24 5.9 -1.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.8 15 18 5.9 -1.5
ISCG iShares Morningstar Small-Cap Growth ETF 2.8 6 27 2.2 -5.2
REVS Columbia Research Enhanced Value ETF 2.8 19 14 7.4 -0.0
PTL Inspire 500 ETF 2.7 9 24 5.7 -1.7
FTC First Trust Large Cap Growth AlphaDEX Fund 2.7 59 -26 2.5 -4.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.7 30 3 7.9 +0.5
SDY SPDR S&P Dividend ETF 2.7 35 -2 6.4 -1.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.6 12 21 4.6 -2.8
SIXL ETC 6 Meridian Low Beta Equity ETF 2.6 80 -47 5.8 -1.6
VOT Vanguard Mid-Cap Growth ETF 2.6 7 26 3.3 -4.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.6 20 13 4.5 -2.9
EES WisdomTree U.S. SmallCap Fund 2.6 38 -5 7.2 -0.1
SFYX SoFi Next 500 ETF 2.5 0 33 4.8 -2.6
DIVL Madison Dividend Value ETF 2.5 65 -32 5.8 -1.6
MDLV Morgan Dempsey Large Cap Value ETF 2.5 58 -25 8.0 +0.6
VBK Vanguard Small-Cap Growth ETF 2.5 7 26 1.1 -6.3
KRUZ Unusual Whales Subversive Republican Trading ETF 2.5 75 -42 5.7 -1.7
DTD WisdomTree U.S. Total Dividend Fund 2.5 28 5 6.0 -1.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.5 10 23 5.4 -2.0
DHS WisdomTree U.S. High Dividend Fund 2.5 38 -5 7.8 +0.5
AGQI First Trust Active Global Quality Income ETF 2.5 85 -52 5.4 -2.0
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.5 60 -27 3.2 -4.2
DLN WisdomTree U.S. LargeCap Dividend Fund 2.4 28 5 5.8 -1.6
USXF iShares ESG Advanced MSCI USA ETF 2.4 10 23 5.1 -2.3
NUMG Nuveen ESG Mid-Cap Growth ETF 2.4 31 2 2.0 -5.4
FNX First Trust Mid Cap Core AlphaDEX Fund 2.4 60 -27 7.0 -0.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.4 20 13 7.8 +0.4
FYC First Trust Small Cap Growth AlphaDEX Fund 2.3 71 -38 -0.4 -7.8
SPMV Invesco S&P 500 Minimum Variance ETF 2.3 10 23 5.5 -1.9
IMCG iShares Morningstar Mid-Cap Growth ETF 2.3 6 27 3.7 -3.7
FELV Fidelity Enhanced Large Cap Value ETF 2.3 18 15 6.4 -1.0
IWD iShares Russell 1000 Value ETF 2.3 19 14 6.2 -1.2
TMFM Motley Fool Mid-Cap Growth ETF 2.3 85 -52 4.4 -3.0
QDEF FlexShares Quality Dividend Defensive Index Fund 2.3 37 -4 6.1 -1.3
VONV Vanguard Russell 1000 Value ETF 2.3 8 25 6.3 -1.1
JHMM John Hancock Multifactor Mid Cap ETF 2.3 42 -9 6.1 -1.3
BLES Inspire Global Hope ETF 2.3 61 -28 6.5 -0.9
GVUS Marketbeta Russell 1000 Value Equity ETF 2.3 12 21 6.2 -1.2
DFND Siren DIVCON Dividend Defender ETF 2.3 189 -156 0.0 -7.4
SDIV Global X Superdividend ETF 2.3 58 -25 13.3 +5.9
SMMD iShares Russell 2500 ETF 2.2 15 18 5.6 -1.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.2 39 -6 4.3 -3.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.2 35 -2 6.0 -1.4
EZM WisdomTree U.S. MidCap Fund 2.2 38 -5 8.4 +1.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.2 15 18 7.3 -0.1
SCHV Schwab U.S. Large-Cap Value ETF 2.2 4 29 6.5 -0.9
ROSC Hartford Multifactor Small Cap ETF 2.2 34 -1 8.5 +1.1
VLUE iShares MSCI USA Value Factor ETF 2.1 15 18 10.5 +3.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.1 40 -7 3.6 -3.8
STXV Strive 1000 Value ETF 2.1 18 15 7.7 +0.3
FTRI First Trust Indxx Global Natural Resources Income ETF 2.1 70 -37 10.1 +2.7
XMVM Invesco S&P MidCap Value with Momentum ETF 2.1 39 -6 8.6 +1.2
PFI Invesco Dorsey Wright Financial Momentum ETF 2.1 60 -27 5.1 -2.3
DIVB iShares Core Dividend ETF 2.0 5 28 7.5 +0.1
OSCV Opus Small Cap Value ETF 2.0 79 -46 6.2 -1.2
JAVA JPMorgan Active Value ETF 2.0 44 -11 5.7 -1.7
FESM Fidelity Enhanced Small Cap ETF 2.0 28 5 1.5 -5.9
GLBL Pacer MSCI World Industry Advantage ETF 2.0 65 -32 4.5 -2.9
PRF Invesco FTSE RAFI US 1000 ETF 2.0 39 -6 6.8 -0.6
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 8 6.4 -1.0
VEGN US Vegan Climate ETF 2.0 60 -27 4.4 -3.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.0 75 -42 4.6 -2.8
VOOV Vanguard S&P 500 Value ETF 1.9 10 23 6.6 -0.8
WDIV SPDR S&P Global Dividend ETF 1.9 40 -7 9.6 +2.2
JEPI JPMorgan Equity Premium Income ETF 1.9 35 -2 5.3 -2.1
HAPS Harbor Human Capital Factor US Small Cap ETF 1.9 60 -27 3.0 -4.4
IUSV iShares Core S&P US Value ETF 1.9 4 29 6.4 -1.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.9 25 8 5.2 -2.2
CVAR Cultivar ETF 1.8 87 -54 7.1 -0.3
SPLV Invesco S&P 500 Low Volatility ETF 1.8 25 8 5.2 -2.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 24 4.8 -2.6
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.8 5 28 7.2 -0.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.8 65 -32 5.1 -2.3
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -26 3.6 -3.8
STXD Strive 1000 Dividend Growth ETF 1.8 35 -2 5.2 -2.2
NULV Nuveen ESG Large-Cap Value ETF 1.8 26 7 6.4 -1.0
SNPV Xtrackers S&P 500 Value ESG ETF 1.8 15 18 6.5 -0.9
JVAL JPMorgan U.S. Value Factor ETF 1.8 12 21 8.3 +0.9
BGIG Bahl & Gaynor Income Growth ETF 1.8 45 -12 5.1 -2.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.8 55 -22 4.3 -3.1
FAB First Trust Multi Cap Value AlphaDEX Fund 1.8 67 -34 8.9 +1.5
NANR SPDR S&P North American Natural Resources ETF 1.8 35 -2 7.8 +0.4
SUSA iShares MSCI USA ESG Select ETF 1.7 25 8 5.1 -2.3
INCE Franklin Income Equity Focus ETF 1.7 29 4 5.8 -1.6
DSI iShares MSCI KLD 400 Social ETF 1.7 25 8 5.2 -2.2
KONG Formidable Fortress ETF 1.7 89 -56 5.7 -1.7
VICE AdvisorShares Vice ETF 1.7 99 -66 5.1 -2.3
BJK VanEck Gaming ETF 1.7 65 -32 1.5 -5.9
ILCV iShares Morningstar Value ETF 1.7 4 29 6.3 -1.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.7 52 -19 5.4 -2.0
FNK First Trust Mid Cap Value AlphaDEX Fund 1.7 70 -37 10.5 +3.1
SSPY Syntax Stratified LargeCap ETF 1.7 30 3 6.7 -0.7
IVE iShares S&P 500 Value ETF 1.6 18 15 6.1 -1.3
SPYV SPDR Portfolio S&P 500 Value ETF 1.6 4 29 6.3 -1.1
VLU SPDR S&P 1500 Value Tilt ETF 1.6 12 21 6.7 -0.7
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.6 65 -32 6.3 -1.1
DEMZ Democratic Large Cap Core ETF 1.6 45 -12 4.5 -2.9
RECS Columbia Research Enhanced Core ETF 1.6 15 18 5.9 -1.5
FLQL Franklin LibertyQ U.S. Equity ETF 1.6 15 18 5.6 -1.8
XSMO Invesco S&P SmallCap Momentum ETF 1.6 39 -6 7.2 -0.2
AFLG First Trust Active Factor Large Cap ETF 1.6 55 -22 6.1 -1.3
QLC FlexShares US Quality Large Cap Index Fund 1.6 25 8 5.4 -2.0
SPVM Invesco S&P 500 Value with Momentum ETF 1.6 39 -6 7.7 +0.3
JQUA JPMorgan U.S. Quality Factor ETF 1.6 12 21 5.9 -1.5
XMAG Defiance Large Cap ex-Mag 7 ETF 1.6 35 -2 5.0 -2.4
ESGU iShares ESG Aware MSCI USA ETF 1.6 15 18 4.9 -2.5
FEX First Trust Large Cap Core AlphaDEX Fund 1.6 59 -26 5.7 -1.7
KLMN Invesco MSCI North America Climate ETF 1.6 9 24 -0.1 -7.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.6 50 -17 8.1 +0.7
SPXT ProShares S&P 500 Ex-Technology ETF 1.6 9 24 5.2 -2.2
FLV American Century Focused Large Cap Value ETF 1.6 42 -9 6.5 -0.9
LRGF iShares U.S. Equity Factor ETF 1.6 8 25 5.6 -1.8
FDLO Fidelity Low Volatility Factor ETF 1.6 15 18 5.3 -2.1
ESGV Vanguard ESG U.S. Stock ETF 1.5 9 24 4.8 -2.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.5 18 15 5.6 -1.8
DVND Touchstone Dividend Select ETF 1.5 67 -34 5.7 -1.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.5 15 18 4.9 -2.5
WCEO Hypatia Women CEO ETF 1.5 85 -52 4.7 -2.7
ONEO SPDR Russell 1000 Momentum Focus ETF 1.5 20 13 6.6 -0.7
DEUS Xtrackers Russell US Multifactor ETF 1.5 17 16 7.0 -0.4
ETHO Etho Climate Leadership U.S. ETF 1.5 47 -14 3.5 -3.9
GBUY Goldman Sachs Future Consumer Equity ETF 1.5 75 -42 3.4 -4.0
VALQ American Century U.S. Quality Value ETF 1.5 29 4 7.1 -0.3
BDIV AAM Brentview Dividend Growth ETF 1.4 49 -16 4.4 -3.0
BLCV iShares Large Cap Value Active ETF 1.4 53 -20 8.0 +0.6
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 1.4 60 -27 6.5 -0.9
VTV Vanguard Value ETF 1.4 4 29 6.6 -0.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.4 70 -37 4.4 -3.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.4 20 13 4.9 -2.5
XT iShares Exponential Technologies ETF 1.4 46 -13 4.7 -2.7
MAGA Point Bridge America First ETF 1.4 72 -39 6.1 -1.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.4 39 -6 7.9 +0.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.4 35 -2 2.6 -4.8
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 23 5.3 -2.1
FNDB Schwab Fundamental US Broad Market Index ETF 1.4 25 8 6.9 -0.4
VTI Vanguard Total Stock Market ETF 1.4 3 30 4.8 -2.6
IWV iShares Russell 3000 ETF 1.4 20 13 4.6 -2.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.4 60 -27 8.7 +1.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.4 49 -16 10.5 +3.1
VTHR Vanguard Russell 3000 ETF 1.3 10 23 4.8 -2.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 30 4.8 -2.6
SCHB Schwab U.S. Broad Market ETF 1.3 3 30 4.9 -2.5
SHE SPDR MSCI USA Gender Diversity ETF 1.3 20 13 4.7 -2.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.3 3 30 5.1 -2.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 23 5.3 -2.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.3 35 -2 6.3 -1.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -47 6.6 -0.8
SPGP Invesco S&P 500 GARP ETF 1.3 34 -1 8.6 +1.2
JOET Virtus Terranova US Quality Momentum ETF 1.3 29 4 4.4 -3.0
JHML John Hancock Multifactor Large Cap ETF 1.3 29 4 5.3 -2.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.3 25 8 5.2 -2.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.3 75 -42 2.5 -4.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.3 12 21 7.3 -0.1
IWB iShares Russell 1000 ETF 1.3 15 18 4.8 -2.6
VONE Vanguard Russell 1000 ETF 1.3 8 25 4.9 -2.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 25 4.9 -2.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.3 29 4 6.4 -1.0
RAFE PIMCO RAFI ESG U.S. ETF 1.2 29 4 7.6 +0.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.2 12 21 4.5 -2.9
INRO iShares U.S. Industry Rotation Active ETF 1.2 42 -9 4.5 -2.9
IYY iShares Dow Jones U.S. ETF 1.2 20 13 4.8 -2.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.2 11 22 4.9 -2.5
SCHK Schwab 1000 Index ETF 1.2 5 28 4.9 -2.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.2 7 26 4.9 -2.5
APUE ActivePassive U.S. Equity ETF 1.2 45 -12 4.7 -2.7
BPTRX Baron Partners Retail 1.2 75 -42 2.8 -4.6
XVV iShares ESG Screened S&P 500 ETF 1.2 8 25 4.9 -2.5
OPTZ Optimize Strategy Index ETF 1.2 50 -17 3.1 -4.3
AGNG Global X Aging Population ETF 1.2 50 -17 4.1 -3.3
SPXV ProShares S&P 500 Ex-Health Care ETF 1.2 9 24 4.7 -2.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.2 14 19 4.9 -2.5
SCHX Schwab U.S. Large-Cap ETF 1.2 3 30 4.9 -2.5
CATH Global X S&P 500 Catholic Values Custom ETF 1.2 29 4 4.9 -2.5
GLRY Inspire Faithward Mid Cap Momentum ETF 1.2 80 -47 6.1 -1.3
FDRR Fidelity Dividend ETF for Rising Rates 1.2 15 18 7.4 +0.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.2 46 -13 9.3 +1.9
PBUS Invesco MSCI USA ETF 1.2 4 29 4.9 -2.5
SWP SWP Growth & Income ETF 1.1 99 -66 4.2 -3.2
ILCB iShares Morningstar U.S. Equity ETF 1.1 3 30 4.9 -2.5
JMOM JPMorgan U.S. Momentum Factor ETF 1.1 12 21 4.3 -3.1
FQAL Fidelity Quality Factor ETF 1.1 15 18 5.8 -1.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.1 20 13 4.8 -2.6
IWP iShares Russell Mid-Cap Growth ETF 1.1 23 10 3.1 -4.3
KLMT Invesco MSCI Global Climate 500 ETF 1.1 10 23 5.2 -2.2
HLGE Hartford Longevity Economy ETF 1.1 44 -11 6.0 -1.4
AFSM First Trust Active Factor Small Cap ETF 1.1 75 -42 6.1 -1.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.1 9 24 4.9 -2.5
BARAX Baron Asset Retail 1.1 75 -42 3.6 -3.8
IVV iShares Core S&P 500 ETF 1.1 3 30 5.0 -2.4
VOO Vanguard S&P 500 ETF 1.1 3 30 5.0 -2.4
SPY SPDR S&P 500 ETF Trust 1.1 9 24 4.9 -2.5
SPLG SPDR Portfolio S&P 500 ETF 1.1 2 31 5.0 -2.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.1 0 33 4.9 -2.5
SVAL iShares US Small Cap Value Factor ETF 1.1 20 13 10.3 +2.9
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 8 7.0 -0.4
VV Vanguard Large-Cap ETF 1.1 4 29 4.9 -2.5
FFLC Fidelity Fundamental Large Cap Core ETF 1.1 38 -5 4.8 -2.6
GNR SPDR S&P Global Natural Resources ETF 1.1 40 -7 9.9 +2.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.1 2 31 4.9 -2.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.1 7 26 4.9 -2.5
WOMN Impact Shares YWCA Women's Empowerment ETF 1.1 75 -42 4.9 -2.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.1 60 -27 4.0 -3.4
SFYF SoFi Social 50 ETF 1.1 29 4 -1.9 -9.3
FBCV Fidelity Blue Chip Value ETF 1.1 59 -26 7.4 0.0
STRV Strive 500 ETF 1.0 5 28 4.9 -2.5
RPG Invesco S&P 500 Pure Growth ETF 1.0 35 -2 1.5 -5.9
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 -6 7.8 +0.4
SNPE Xtrackers S&P 500 ESG ETF 1.0 10 23 5.1 -2.3
VOTE TCW Transform 500 ETF 1.0 5 28 4.9 -2.5
RAYD Rayliant Quantitative Developed Market Equity ETF 1.0 80 -47 4.3 -3.1
ROE Astoria US Quality Kings ETF 1.0 49 -16 7.3 -0.1
AUSF Global X Adaptive U.S. Factor ETF 1.0 27 6 9.2 +1.8
DTEC ALPS Disruptive Technologies ETF 1.0 50 -17 3.3 -4.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.0 15 18 4.6 -2.8
CHGX AXS Change Finance ESG ETF 1.0 49 -16 5.4 -2.0
FVAL Fidelity Value Factor ETF 1.0 15 18 6.9 -0.5
RVRB Reverb ETF 1.0 30 3 4.7 -2.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.0 60 -27 6.0 -1.4
MTUM iShares MSCI USA Momentum Factor ETF 1.0 15 18 3.8 -3.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.0 30 3 10.1 +2.7
HAPI Harbor Human Capital Factor US Large Cap ETF 1.0 36 -3 4.6 -2.8
BFGFX Baron Focused Growth Retail 0.9 75 -42 2.9 -4.5
STXG Strive 1000 Growth ETF 0.9 18 15 4.0 -3.4
FELC Fidelity Enhanced Large Cap Core ETF 0.9 18 15 5.2 -2.2
FVD First Trust Value Line Dividend Index Fund 0.9 65 -32 6.4 -1.0
WLDR Affinity World Leaders Equity ETF 0.9 67 -34 7.5 +0.1
TOK iShares MSCI Kokusai ETF 0.9 26 7 4.9 -2.5
VUG Vanguard Growth ETF 0.9 4 29 4.0 -3.4
MGK Vanguard Mega Cap Growth ETF 0.9 7 26 4.3 -3.1
KOKU Xtrackers MSCI Kokusai Equity ETF 0.9 9 24 5.1 -2.3
ACVF American Conservative Values ETF 0.9 75 -42 4.3 -3.1
FDFF Fidelity Disruptive Finance ETF 0.9 50 -17 3.3 -4.1
ZECP Zacks Earnings Consistent Portfolio ETF 0.9 55 -22 4.6 -2.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 13 5.1 -2.3
VT Vanguard Total World Stock ETF 0.9 7 26 5.4 -2.0
SFY SoFi Select 500 ETF 0.9 0 33 4.6 -2.8
TMFC Motley Fool 100 Index ETF 0.9 50 -17 3.7 -3.7
RFV Invesco S&P Midcap 400 Pure Value ETF 0.9 35 -2 12.2 +4.8
URTH iShares MSCI World ETF 0.8 24 9 5.0 -2.4
SPHB Invesco S&P 500 High Beta ETF 0.8 25 8 4.7 -2.7
IETC iShares U.S. Tech Independence Focused ETF 0.8 18 15 4.3 -3.1
NULC Nuveen ESG Large-Cap ETF 0.8 21 12 4.9 -2.5
GDIV Harbor Dividend Growth Leaders ETF 0.8 50 -17 5.4 -2.0
TMFS Motley Fool Small-Cap Growth ETF 0.8 85 -52 3.3 -4.1
CGUS Capital Group Core Equity ETF 0.8 33 0 4.3 -3.1
ROUS Hartford Multifactor US Equity ETF 0.8 19 14 7.1 -0.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.8 56 -23 6.5 -0.9
USMF WisdomTree U.S. Multifactor Fund 0.8 28 5 6.4 -1.0
ALTL Pacer Lunt Large Cap Alternator ETF 0.8 60 -27 4.9 -2.5
GQQQ Astoria US Quality Growth Kings ETF 0.8 35 -2 5.1 -2.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -27 1.5 -5.9
PFM Invesco Dividend Achievers ETF 0.8 53 -20 5.3 -2.1
QUAL iShares MSCI USA Quality Factor ETF 0.8 15 18 5.5 -1.9
FLRG Fidelity U.S. Multifactor ETF 0.8 15 18 7.8 +0.4
FDMO Fidelity Momentum Factor ETF 0.8 15 18 3.9 -3.5
ACWI iShares MSCI ACWI ETF 0.8 32 1 5.1 -2.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.8 40 -7 6.7 -0.7
PRAY FIS Christian Stock Fund 0.8 69 -36 6.2 -1.2
MVPS Amplify Thematic All-Stars ETF 0.7 49 -16 2.8 -4.6
IUSG iShares Core S&P U.S. Growth ETF 0.7 4 29 4.1 -3.3
LRGC AB US Large Cap Strategic Equities ETF 0.7 48 -15 4.6 -2.8
MGMT Ballast Small/Mid Cap ETF 0.7 110 -77 7.1 -0.3
DGT SPDR Global Dow ETF 0.7 50 -17 6.4 -1.0
IWO iShares Russell 2000 Growth ETF 0.7 24 9 0.5 -6.9
VTWG Vanguard Russell 2000 Growth ETF 0.7 15 18 0.7 -6.7
TEMP JPMorgan Climate Change Solutions ETF 0.7 49 -16 6.0 -1.4
HAP VanEck Natural Resources ETF 0.7 50 -17 10.0 +2.6
ADME Aptus Drawdown Managed Equity ETF 0.7 79 -46 4.1 -3.3
EGUS iShares ESG Aware MSCI USA Growth ETF 0.7 18 15 4.3 -3.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.7 32 1 4.6 -2.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.7 11 22 4.8 -2.6
ILCG iShares Morningstar Growth ETF 0.7 4 29 3.8 -3.6
QLV FlexShares US Quality Low Volatility Index Fund 0.7 22 11 5.7 -1.7
PDP Invesco Dorsey Wright Momentum ETF 0.7 62 -29 3.3 -4.1
GINN Goldman Sachs Innovate Equity ETF 0.7 52 -19 2.4 -5.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.7 9 24 5.4 -2.0
AIEQ AI Powered Equity ETF 0.6 75 -42 4.9 -2.5
OALC OneAscent Large Cap Core ETF 0.6 86 -53 4.4 -3.0
IVW iShares S&P 500 Growth ETF 0.6 18 15 4.0 -3.4
SPYG SPDR Portfolio S&P 500 Growth ETF 0.6 4 29 4.1 -3.3
SMDV ProShares Russell 2000 Dividend Growers ETF 0.6 40 -7 6.9 -0.5
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -16 5.7 -1.7
MGC Vanguard Mega Cap ETF 0.6 7 26 4.8 -2.6
NACP Impact Shares NAACP Minority Empowerment ETF 0.6 49 -16 4.7 -2.7
TMAT Main Thematic Innovation ETF 0.6 164 -131 -1.3 -8.7
VFMV Vanguard U.S. Minimum Volatility ETF 0.6 13 20 5.6 -1.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.6 75 -42 6.7 -0.7
MBOX Freedom Day Dividend ETF 0.6 39 -6 7.6 +0.3
IWX iShares Russell Top 200 Value ETF 0.5 20 13 6.0 -1.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.5 9 24 5.2 -2.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.5 36 -3 9.3 +1.9
GSPY Gotham Enhanced 500 ETF 0.5 50 -17 5.1 -2.3
EPS WisdomTree U.S. LargeCap Fund 0.5 8 25 5.6 -1.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.5 12 21 4.6 -2.8
VOOG Vanguard S&P 500 Growth ETF 0.5 10 23 4.5 -2.9
SNPG Xtrackers S&P 500 Growth ESG ETF 0.5 15 18 4.3 -3.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.5 21 12 3.9 -3.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.5 45 -12 4.7 -2.7
SMOT VanEck Morningstar SMID Moat ETF 0.5 49 -16 5.8 -1.6
JGLO JPMorgan Global Select Equity ETF 0.5 33 0 4.6 -2.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -46 4.6 -2.8
PKW Invesco Buyback Achievers ETF 0.5 62 -29 6.6 -0.8
HKND Humankind US Stock ETF 0.5 11 22 7.5 +0.1
XMMO Invesco S&P MidCap Momentum ETF 0.5 34 -1 5.8 -1.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -9 5.0 -2.4
RWL Invesco S&P 500 Revenue ETF 0.4 39 -6 7.1 -0.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 -2 10.7 +3.3
IWF iShares Russell 1000 Growth ETF 0.4 19 14 4.4 -3.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 3 6.3 -1.1
GRPM Invesco S&P MidCap 400 GARP ETF 0.4 35 -2 8.1 +0.7
IWC iShares Micro-Cap ETF 0.4 60 -27 -4.6 -12.0
VONG Vanguard Russell 1000 Growth ETF 0.4 8 25 4.6 -2.8
IWL iShares Russell Top 200 ETF 0.4 15 18 4.7 -2.7
OEF iShares S&P 100 ETF 0.4 20 13 4.7 -2.7
MGV Vanguard Mega Cap Value ETF 0.4 7 26 6.4 -1.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 -2 6.0 -1.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 29 4.1 -3.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 14 6.2 -1.2
QUS SPDR MSCI USA StrategicFactors ETF 0.3 15 18 5.7 -1.7
IWY iShares Russell Top 200 Growth ETF 0.3 20 13 4.6 -2.8
SMAP Amplify Small-Mid Cap Equity ETF 0.3 60 -27 5.0 -2.4
SPMO Invesco S&P 500 Momentum ETF 0.3 13 20 3.6 -3.8
FTA First Trust Large Cap Value AlphaDEX Fund 0.3 59 -26 8.7 +1.3
VUSE Vident U.S. Equity Strategy ETF 0.3 50 -17 4.4 -3.0
BSCFX Baron Small Cap Retail 0.3 75 -42 3.5 -3.9
TMFX Motley Fool Next Index ETF 0.3 50 -17 2.9 -4.5
IUS Invesco RAFI Strategic US ETF 0.3 19 14 6.9 -0.5
IOO iShares Global 100 ETF 0.3 41 -8 4.7 -2.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.3 25 8 10.1 +2.7
IEDI iShares U.S. Consumer Focused ETF 0.3 18 15 4.8 -2.6
FPX First Trust US Equity Opportunities ETF 0.3 61 -28 0.2 -7.2
CCNR ALPS CoreCommodity Natural Resources ETF 0.3 39 -6 10.1 +2.7
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 4 8.3 +0.9
GVLU Gotham 1000 Value ETF 0.2 50 -17 8.0 +0.6
LVOL American Century Low Volatility ETF 0.2 29 4 4.8 -2.6
ACTV LeaderShares Activist Leaders ETF 0.2 75 -42 6.2 -1.2
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 -12 3.7 -3.7
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 3 7.7 +0.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 -5 6.5 -0.9
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 3 6.0 -1.4
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 5 5.5 -1.9
QGRO American Century U.S. Quality Growth ETF 0.2 29 4 3.4 -4.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 8 5.7 -1.7
GLOF iShares Global Equity Factor ETF 0.1 20 13 6.6 -0.8
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -17 4.9 -2.5
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 15 4.6 -2.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 4 4.3 -3.1
CSD Invesco S&P Spin-Off ETF 0.1 65 -32 10.1 +2.7

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

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RESULTS & ESTIMATES

  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 15.7 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 33 bp
Equals: ALTAR Score 7.4 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.63 CATEGORY
AVERAGE
1.58
 
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.