Columbia Research Enhanced Real Estate ETF
ALTAR
Score™		 7.0% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 15.6x P/Sales
ratio		 5.7x
P/BV
ratio		 2.3x Div.
yield		 4.0%


  • 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) $38,137
Large cap (>$10bn) 76.8%
Mid cap ($2-10bn) 20.5%
Small cap (<$2bn) 2.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
AMERICAN TOWER CORP-CL A 12.4 %
CROWN CASTLE INTL CORP 7.8 %
SIMON PROPERTY GROUP INC 7.8 %
EQUINIX INC 6.9 %
REALTY INCOME CORP 6.5 %
DIGITAL REALTY TRUST INC 5.7 %
IRON MOUNTAIN INC 3.5 %
AVALONBAY COMMUNITIES INC 3.5 %
MID-AMERICA APARTMENT COMM 3.4 %
INVITATION HOMES, INC. 3.1 %
Total 60.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 105.2 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
10.6% 35.1% -- -- 15.1%

Market Correlations
versus... Beta R-squared
S&P500 1.28 70%
MSCI EAFE 1.11 71%
MSCI Emg. Mkts. 1.13 60%

Technical Indicators
Recent close $23.28
30d moving avg. $23.70
Annualized volatility 20.1%
Short interest (ETF) 0.1%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 0
Turnover 0.0%
Bid/Ask (% of price) 0.39%
ADV underlying (mns) $5,069

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 552 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™: 7.0%


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 58.8 7 26 6.5 -0.5
DFAR Dimensional US Real Estate ETF 57.8 19 14 6.3 -0.7
ICF iShares Cohen & Steers REIT ETF 54.8 33 0 5.8 -1.2
FREL Fidelity MSCI Real Estate Index ETF 54.1 8 25 6.1 -0.9
VNQ Vanguard Real Estate ETF 53.5 12 21 6.2 -0.8
IYR iShares U.S. Real Estate ETF 52.4 40 -7 6.0 -1.0
XLRE Real Estate Select Sector SPDR Fund 51.1 9 24 5.9 -1.1
USRT iShares Core U.S. REIT ETF 50.3 8 25 6.3 -0.7
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 49.3 11 22 6.3 -0.7
FRI First Trust S&P REIT Index Fund 49.0 50 -17 5.9 -1.1
RWR SPDR Dow Jones REIT ETF 48.8 25 8 6.1 -0.9
PSR Invesco Active U.S. Real Estate Fund 44.9 35 -2 6.1 -0.9
FPRO Fidelity Real Estate Investment ETF 44.1 59 -26 4.7 -2.3
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 44.0 40 -7 6.1 -0.9
DFGR Dimensional Global Real Estate ETF 43.0 22 11 6.2 -0.8
GQRE FlexShares Global Quality Real Estate Index Fund 41.6 45 -12 5.9 -1.1
AVRE Avantis Real Estate ETF 39.2 17 16 5.9 -1.1
VGSR Vert Global Sustainable Real Estate ETF 38.4 47 -14 5.6 -1.4
REET iShares Global REIT ETF 36.7 14 19 6.2 -0.8
RWO SPDR Dow Jones Global Real Estate ETF 36.6 50 -17 6.1 -0.9
ROOF IQ CBRE NextGen Real Estate ETF 35.8 60 -27 8.1 +1.1
SRVR Pacer Data & Infrastructure Real Estate ETF 35.5 55 -22 1.9 -5.1
REAI Intelligent Real Estate ETF 35.4 59 -26 12.8 +5.8
JPRE JPMorgan Realty Income ETF 35.2 50 -17 5.4 -1.6
PPTY US Diversified Real Estate ETF 34.3 53 -20 5.6 -1.4
DTCR Global X Data Center & Digital Infrastructure ETF 34.1 50 -17 4.7 -2.4
ERET iShares Environmentally Aware Real Estate ETF 33.4 30 3 6.5 -0.6
BYRE Principal Real Estate Active Opportunities ETF 32.5 65 -32 5.3 -1.7
IRET iREIT - MarketVector Quality REIT Index ETF 31.8 60 -27 6.2 -0.8
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 31.4 41 -8 7.8 +0.8
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 31.1 60 -27 6.4 -0.6
IVRA Invesco Real Assets ESG ETF 28.3 59 -26 5.4 -1.6
RDOG ALPS REIT Dividend Dogs ETF 26.3 35 -2 16.8 +9.8
JRE Janus Henderson U.S. Real Estate ETF 25.2 65 -32 5.6 -1.4
RITA ETFB Green SRI REITs ETF 24.1 50 -17 4.9 -2.1
IQRA IQ CBRE Real Assets ETF 23.7 65 -32 5.2 -1.8
REZ iShares Residential and Multisector Real Estate ETF 21.7 48 -15 5.3 -1.7
NURE Nuveen Short-Term REIT ETF 20.1 35 -2 5.7 -1.3
SPRE SP Funds S&P Global REIT Sharia ETF 19.8 55 -22 4.6 -2.4
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 19.1 75 -42 4.6 -2.4
RIET Hoya Capital High Dividend Yield ETF 19.1 50 -17 12.3 +5.2
ICAP InfraCap Equity Income Fund ETF 14.9 171 -138 6.0 -1.0
BLDG Cambria Global Real Estate ETF 14.1 60 -27 14.3 +7.3
HAUS Residential REIT ETF 14.0 60 -27 4.9 -2.2
DESK VanEck Office and Commercial REIT ETF 13.9 50 -17 9.7 +2.7
VRAI Virtus Real Asset Income ETF 13.9 55 -22 8.0 +1.0
NETL NETLease Corporate Real Estate ETF 13.6 60 -27 8.5 +1.5
BLLD JPMorgan Sustainable Infrastructure ETF 12.5 49 -16 5.7 -1.3
XMLV Invesco S&P MidCap Low Volatility ETF 11.6 25 8 6.6 -0.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 10.6 80 -47 5.8 -1.2
HOMZ Hoya Capital Housing ETF 10.3 30 3 7.0 +0.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 10.1 60 -27 6.1 -1.0
KBWY Invesco KBW Premium Yield Equity REIT ETF 10.0 35 -2 16.8 +9.8
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 9.9 46 -13 4.9 -2.1
TXS Texas Capital Texas Equity Index ETF 9.4 49 -16 4.7 -2.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 9.0 60 -27 8.3 +1.3
PSCF Invesco S&P SmallCap Financials ETF 8.8 29 4 8.5 +1.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 8.6 30 3 8.2 +1.2
SPYD SPDR Portfolio S&P 500 High Dividend ETF 8.6 7 26 8.8 +1.8
BEEZ Honeytree U.S. Equity ETF 8.0 64 -31 4.7 -2.3
ERTH Invesco MSCI Sustainable Future ETF 7.7 62 -29 3.6 -3.4
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 7.0 69 -36 8.1 +1.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 7.0 60 -27 6.3 -0.7
BWEB Bitwise Web3 ETF 6.9 85 -52 0.7 -6.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.8 24 9 7.3 +0.3
SPDV AAM S&P 500 High Dividend Value ETF 6.7 29 4 9.6 +2.6
TMFG Motley Fool Global Opportunities ETF 6.7 85 -52 3.2 -3.8
NXTG First Trust Indxx NextG ETF 6.7 70 -37 6.2 -0.8
TBG TBG Dividend Focus ETF 6.6 59 -26 6.8 -0.3
SDG iShares MSCI Global Sustainable Development Goals ETF 6.4 49 -16 5.6 -1.4
XDAT Franklin Exponential Data ETF 6.3 50 -17 2.8 -4.2
NUDV Nuveen ESG Dividend ETF 6.2 26 7 7.0 -0.0
KNCT Invesco Next Gen Connectivity ETF 6.2 40 -7 5.6 -1.4
FCLD Fidelity Cloud Computing ETF 6.1 39 -6 3.1 -3.9
NUMV Nuveen ESG Mid-Cap Value ETF 6.1 31 2 6.6 -0.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 6.0 29 4 6.5 -0.5
NIXT Research Affiliates Deletions ETF 5.9 9 24 5.2 -1.8
BEDZ AdvisorShares Hotel ETF 5.9 100 -67 1.7 -5.3
UDI USCF Dividend Income Fund 5.8 65 -32 7.3 +0.3
AFMC First Trust Active Factor Mid Cap ETF 5.8 65 -32 6.9 -0.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.8 18 15 7.2 +0.2
SRET Global X SuperDividend REIT ETF 5.8 59 -26 9.7 +2.7
DEW WisdomTree Global High Dividend Fund 5.8 58 -25 8.5 +1.5
CVY Invesco Zacks Multi-Asset Income ETF 5.7 106 -73 9.8 +2.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 5.7 27 6 7.1 +0.1
FDCF Fidelity Disruptive Communications ETF 5.7 50 -17 2.6 -4.5
IDAT iShares Future Cloud 5G and Tech ETF 5.7 47 -14 4.3 -2.7
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 5.7 12 21 5.3 -1.8
IJJ iShares S&P Mid-Cap 400 Value ETF 5.6 18 15 6.9 -0.1
ONEY SPDR Russell 1000 Yield Focus ETF 5.6 20 13 9.3 +2.3
DES WisdomTree U.S. SmallCap Dividend Fund 5.6 38 -5 6.8 -0.2
IWS iShares Russell Mid-Cap Value ETF 5.6 23 10 6.2 -0.8
FNDA Schwab Fundamental US Small Co. Index ETF 5.5 25 8 6.0 -1.0
FMET Fidelity Metaverse ETF 5.5 39 -6 5.4 -1.6
IWN iShares Russell 2000 Value ETF 5.5 24 9 4.8 -2.2
MDYV SPDR S&P 400 Mid Cap Value ETF 5.5 15 18 7.0 -0.0
VTWV Vanguard Russell 2000 Value ETF 5.4 15 18 4.9 -2.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.4 15 18 7.0 -0.0
ULVM VictoryShares US Value Momentum ETF 5.3 20 13 7.0 -0.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 5.3 24 9 7.0 -0.0
FDVV Fidelity High Dividend ETF 5.1 15 18 8.7 +1.7
XJH iShares ESG Screened S&P Mid-Cap ETF 5.1 12 21 6.5 -0.5
IGPT Invesco AI and Next Gen Software ETF 4.9 60 -27 3.8 -3.2
XJR iShares ESG Screened S&P Small-Cap ETF 4.9 12 21 7.0 -0.0
ESIX SPDR S&P SmallCap 600 ESG ETF 4.9 12 21 7.4 +0.4
INDS Pacer Industrial Real Estate ETF 4.9 55 -22 5.7 -1.4
STXK Strive Small-Cap ETF 4.9 18 15 5.0 -2.0
ISMD Inspire Small/Mid Cap ETF 4.9 54 -21 5.3 -1.7
IMCV iShares Morningstar Mid-Cap Value ETF 4.8 6 27 7.5 +0.5
XSLV Invesco S&P SmallCap Low Volatility ETF 4.8 25 8 6.8 -0.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.8 47 -14 5.5 -1.6
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.8 65 -32 4.7 -2.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.7 15 18 6.7 -0.3
SMLF iShares U.S. SmallCap Equity Factor ETF 4.6 15 18 4.6 -2.4
VBR Vanguard Small Cap Value ETF 4.6 7 26 7.8 +0.8
DON WisdomTree U.S. MidCap Dividend Fund 4.6 38 -5 7.7 +0.7
MDY SPDR S&P Midcap 400 ETF Trust 4.6 24 9 6.2 -0.8
IJH iShares Core S&P Mid-Cap ETF 4.6 5 28 6.4 -0.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.6 10 23 4.5 -2.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.6 15 18 6.8 -0.3
BKSE BNY Mellon US Small Cap Core Equity ETF 4.5 4 29 4.8 -2.3
SCAP InfraCap Small Cap Income ETF 4.5 135 -102 8.5 +1.5
EQAL Invesco Russell 1000 Equal Weight ETF 4.5 20 13 6.3 -0.7
ISCV iShares Morningstar Small Cap Value ETF 4.5 6 27 7.2 +0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.5 10 23 4.4 -2.6
IWR iShares Russell Midcap ETF 4.5 19 14 5.4 -1.6
IJS iShares S&P Small-Cap 600 Value ETF 4.5 18 15 7.4 +0.4
IVOO Vanguard S&P Mid-Cap 400 ETF 4.4 10 23 6.4 -0.6
MBCC Monarch Blue Chips Core ETF 4.4 125 -92 3.4 -3.6
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4.4 3 30 6.4 -0.6
FSMD Fidelity Small-Mid Multifactor ETF 4.4 15 18 6.8 -0.2
VOE Vanguard Mid-Cap Value ETF 4.4 7 26 6.9 -0.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.4 15 18 7.4 +0.4
IJR iShares Core S&P Small Cap ETF 4.3 6 27 6.6 -0.4
CRUZ Defiance Hotel Airline and Cruise ETF 4.3 45 -12 -4.6 -11.6
SLYV SPDR S&P 600 Small Cap Value ETF 4.3 15 18 7.4 +0.4
FIVG Defiance Next Gen Connectivity ETF 4.2 30 3 5.8 -1.2
VIOO Vanguard S&P Small-Cap 600 ETF 4.2 10 23 6.6 -0.4
BIBL Inspire 100 ETF 4.2 35 -2 5.1 -2.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 4.2 3 30 6.7 -0.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 4.1 15 18 7.5 +0.4
FLDZ RiverNorth Patriot ETF 4.1 75 -42 5.2 -1.9
NUSC Nuveen ESG Small-Cap ETF 4.0 31 2 5.0 -2.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.0 56 -23 5.9 -1.1
IMCB iShares Morningstar Mid-Cap ETF 3.9 4 29 5.7 -1.3
YLDE ClearBridge Dividend Strategy ESG ETF 3.9 60 -27 4.9 -2.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.9 9 24 3.3 -3.7
RNSC Furst Trust Small Cap US Equity Select ETF 3.9 60 -27 6.8 -0.2
SIXG Defiance Connective Technologies ETF 3.8 30 3 5.1 -1.9
DIVG Invesco S&P 500 High Dividend Growers ETF 3.8 39 -6 7.5 +0.5
SCHA Schwab U.S. Small-Cap ETF 3.8 4 29 4.4 -2.6
VB Vanguard Small-Cap ETF 3.8 5 28 4.9 -2.1
ISCB iShares Morningstar Small-Cap ETF 3.8 4 29 4.8 -2.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.7 29 4 6.4 -0.6
JHDV John Hancock U.S. High Dividend ETF 3.7 34 -1 6.2 -0.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.7 39 -6 8.6 +1.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.7 15 18 5.8 -1.2
CUT Invesco MSCI Global Timber ETF 3.7 61 -28 8.4 +1.4
WOOD iShares Global Timber & Forestry ETF 3.7 42 -9 9.8 +2.8
FYX First Trust Small Cap Core AlphaDEX Fund 3.7 61 -28 4.6 -2.5
CLOU Global X Cloud Computing ETF 3.7 68 -35 1.8 -5.2
MILN Global X Millennial Consumer ETF 3.7 50 -17 2.6 -4.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.7 25 8 7.2 +0.2
VO Vanguard Mid-Cap ETF 3.6 4 29 5.3 -1.7
QUVU Hartford Quality Value ETF 3.6 46 -13 6.6 -0.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.6 7 26 5.3 -1.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.6 4 29 5.6 -1.4
FMDE Fidelity Enhanced Mid Cap ETF 3.6 23 10 6.0 -1.0
REVS Columbia Research Enhanced Value ETF 3.6 19 14 7.4 +0.4
IJK iShares S&P Mid-Cap 400 Growth ETF 3.5 17 16 5.7 -1.3
JHSC John Hancock Multifactor Small Cap ETF 3.5 42 -9 6.6 -0.4
PSC Principal U.S. Small-Cap ETF 3.5 38 -5 5.9 -1.1
FYT First Trust Small Cap Value AlphaDEX Fund 3.5 73 -40 7.8 +0.8
HAPY Harbor Human Capital Factor Unconstrained ETF 3.5 50 -17 4.4 -2.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.5 15 18 5.7 -1.3
STXM Strive Mid-Cap ETF 3.4 18 15 6.1 -1.0
IJT iShares S&P Small-Cap 600 Growth ETF 3.4 18 15 5.8 -1.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.4 15 18 5.7 -1.3
FUNL CornerCap Fundametrics Large-Cap ETF 3.4 50 -17 6.7 -0.3
SMDY Syntax Stratified MidCap ETF 3.4 35 -2 5.8 -1.3
SDIV Global X Superdividend ETF 3.3 58 -25 14.9 +7.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.3 70 -37 2.7 -4.3
QDF FlexShares Quality Dividend Index Fund 3.3 37 -4 4.2 -2.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.3 15 18 5.8 -1.2
SLYG SPDR S&P 600 Small Cap Growth ETF 3.3 15 18 5.8 -1.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.3 20 13 6.4 -0.7
DIV Global X SuperDividend US ETF 3.3 45 -12 7.9 +0.8
GLRY Inspire Faithward Mid Cap Momentum ETF 3.3 80 -47 7.9 +0.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.3 39 -6 5.8 -1.2
SCHM Schwab U.S. Mid-Cap ETF 3.2 4 29 6.0 -1.1
HDUS Hartford Disciplined US Equity ETF 3.2 19 14 5.9 -1.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.2 17 16 4.7 -2.3
SIZE iShares MSCI USA Size Factor ETF 3.1 15 18 5.6 -1.4
FCPI Fidelity Stocks for Inflation ETF 3.1 15 18 8.1 +1.1
JAVA JPMorgan Active Value ETF 3.1 44 -11 5.7 -1.3
IWM iShares Russell 2000 ETF 3.1 19 14 2.8 -4.2
RSSL Global X Russell 2000 ETF 3.1 8 25 2.6 -4.4
VTWO Vanguard Russell 2000 ETF 3.1 10 23 2.9 -4.1
ISCG iShares Morningstar Small-Cap Growth ETF 3.1 6 27 2.3 -4.8
CZA Invesco Zacks Mid-Cap ETF 3.0 72 -39 5.6 -1.4
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.0 65 -32 1.6 -5.4
IMCG iShares Morningstar Mid-Cap Growth ETF 3.0 6 27 4.0 -3.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.0 64 -31 1.8 -5.2
EVUS iShares ESG Aware MSCI USA Value ETF 2.9 18 15 6.4 -0.6
VXF Vanguard Extended Market ETF 2.9 6 27 3.5 -3.5
EUSA iShares MSCI USA Equal Weighted ETF 2.9 9 24 5.7 -1.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 24 5.8 -1.3
FTC First Trust Large Cap Growth AlphaDEX Fund 2.9 59 -26 2.4 -4.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.9 60 -27 4.0 -3.0
TMFM Motley Fool Mid-Cap Growth ETF 2.8 85 -52 3.0 -4.0
QDEF FlexShares Quality Dividend Defensive Index Fund 2.8 37 -4 3.9 -3.1
PY Principal Value ETF 2.8 15 18 7.0 -0.0
RSP Invesco S&P 500 Equal Weight ETF 2.8 20 13 6.1 -1.0
MDLV Morgan Dempsey Large Cap Value ETF 2.8 58 -25 7.8 +0.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.8 65 -32 2.7 -4.3
TEMP JPMorgan Climate Change Solutions ETF 2.8 49 -16 5.5 -1.5
VOT Vanguard Mid-Cap Growth ETF 2.7 7 26 3.4 -3.7
PTL Inspire 500 ETF 2.7 9 24 5.6 -1.4
FTRI First Trust Indxx Global Natural Resources Income ETF 2.7 70 -37 9.8 +2.8
VBK Vanguard Small-Cap Growth ETF 2.7 7 26 1.1 -5.9
SDY SPDR S&P Dividend ETF 2.7 35 -2 5.9 -1.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.6 40 -7 3.8 -3.2
SFYX SoFi Next 500 ETF 2.6 0 33 4.7 -2.3
AGQI First Trust Active Global Quality Income ETF 2.6 85 -52 5.9 -1.2
DIVL Madison Dividend Value ETF 2.6 65 -32 5.5 -1.5
DHS WisdomTree U.S. High Dividend Fund 2.6 38 -5 7.6 +0.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.6 15 18 6.9 -0.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.5 30 3 7.9 +0.9
ABEQ Absolute Select Value ETF 2.5 85 -52 4.3 -2.7
DTD WisdomTree U.S. Total Dividend Fund 2.5 28 5 6.0 -1.0
SPMV Invesco S&P 500 Minimum Variance ETF 2.5 10 23 5.5 -1.6
KRUZ Unusual Whales Subversive Republican Trading ETF 2.5 75 -42 5.4 -1.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.5 10 23 5.3 -1.7
DLN WisdomTree U.S. LargeCap Dividend Fund 2.5 28 5 5.7 -1.3
GVUS Marketbeta Russell 1000 Value Equity ETF 2.4 12 21 6.2 -0.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.4 20 13 7.6 +0.6
USXF iShares ESG Advanced MSCI USA ETF 2.4 10 23 5.0 -2.0
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.4 60 -27 2.8 -4.2
FYC First Trust Small Cap Growth AlphaDEX Fund 2.4 71 -38 -0.5 -7.5
CVAR Cultivar ETF 2.4 87 -54 6.7 -0.3
FNX First Trust Mid Cap Core AlphaDEX Fund 2.4 60 -27 6.8 -0.2
FESM Fidelity Enhanced Small Cap ETF 2.4 28 5 1.7 -5.3
SSLY Syntax Stratified SmallCap ETF 2.4 40 -7 7.4 +0.4
JHMM John Hancock Multifactor Mid Cap ETF 2.4 42 -9 6.1 -1.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.4 20 13 4.6 -2.4
GDVD R3 Global Dividend Growth ETF 2.3 88 -55 5.5 -1.5
BLES Inspire Global Hope ETF 2.3 61 -28 6.4 -0.6
SCHV Schwab U.S. Large-Cap Value ETF 2.3 4 29 6.4 -0.6
HAPS Harbor Human Capital Factor US Small Cap ETF 2.3 60 -27 2.4 -4.7
IWD iShares Russell 1000 Value ETF 2.3 19 14 6.1 -0.9
VONV Vanguard Russell 1000 Value ETF 2.3 8 25 6.3 -0.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.3 39 -6 4.1 -2.9
SMMD iShares Russell 2500 ETF 2.3 15 18 5.5 -1.5
SIXL ETC 6 Meridian Low Beta Equity ETF 2.2 80 -47 4.2 -2.8
VLUE iShares MSCI USA Value Factor ETF 2.2 15 18 10.2 +3.2
OSCV Opus Small Cap Value ETF 2.2 79 -46 5.7 -1.3
IUSV iShares Core S&P US Value ETF 2.2 4 29 6.4 -0.6
RJMG FT Raymond James Multicap Growth Equity ETF 2.2 85 -52 2.3 -4.8
QLC FlexShares US Quality Large Cap Index Fund 2.2 25 8 5.4 -1.7
STXV Strive 1000 Value ETF 2.1 18 15 7.5 +0.5
NULV Nuveen ESG Large-Cap Value ETF 2.1 26 7 6.7 -0.3
RECS Columbia Research Enhanced Core ETF 2.1 15 18 5.5 -1.6
WDIV SPDR S&P Global Dividend ETF 2.1 40 -7 9.4 +2.4
PFI Invesco Dorsey Wright Financial Momentum ETF 2.0 60 -27 5.0 -2.0
POWA Invesco Bloomberg Pricing Power ETF 2.0 40 -7 5.6 -1.4
VICE AdvisorShares Vice ETF 2.0 99 -66 5.0 -2.0
KONG Formidable Fortress ETF 2.0 89 -56 5.5 -1.5
BJK VanEck Gaming ETF 2.0 65 -32 1.4 -5.6
VEGN US Vegan Climate ETF 2.0 60 -27 4.5 -2.5
AFSM First Trust Active Factor Small Cap ETF 2.0 75 -42 6.3 -0.7
PRF Invesco FTSE RAFI US 1000 ETF 2.0 39 -6 6.8 -0.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.0 52 -19 5.3 -1.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.0 35 -2 6.6 -0.4
VOOV Vanguard S&P 500 Value ETF 2.0 10 23 6.3 -0.7
ROE Astoria US Quality Kings ETF 2.0 49 -16 7.2 +0.2
IVE iShares S&P 500 Value ETF 2.0 18 15 6.3 -0.8
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.0 5 28 7.3 +0.3
SPYV SPDR Portfolio S&P 500 Value ETF 2.0 4 29 6.4 -0.6
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 1.9 35 -2 4.6 -2.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.9 9 24 4.9 -2.1
ROSC Hartford Multifactor Small Cap ETF 1.9 34 -1 8.6 +1.6
DIVB iShares Core Dividend ETF 1.9 5 28 7.5 +0.5
FELV Fidelity Enhanced Large Cap Value ETF 1.9 18 15 6.4 -0.6
GLBL Pacer MSCI World Industry Advantage ETF 1.9 65 -32 4.7 -2.3
NULC Nuveen ESG Large-Cap ETF 1.9 21 12 5.3 -1.7
AFLG First Trust Active Factor Large Cap ETF 1.9 55 -22 5.8 -1.2
EZM WisdomTree U.S. MidCap Fund 1.9 38 -5 7.4 +0.4
INRO iShares U.S. Industry Rotation Active ETF 1.9 42 -9 4.5 -2.5
DVND Touchstone Dividend Select ETF 1.9 67 -34 5.8 -1.2
BGIG Bahl & Gaynor Income Growth ETF 1.9 45 -12 5.0 -2.0
SSPY Syntax Stratified LargeCap ETF 1.9 30 3 6.3 -0.7
NANR SPDR S&P North American Natural Resources ETF 1.9 35 -2 7.4 +0.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.8 25 8 5.2 -1.9
SPLV Invesco S&P 500 Low Volatility ETF 1.8 25 8 5.1 -1.9
ALTL Pacer Lunt Large Cap Alternator ETF 1.8 60 -27 4.8 -2.2
EQWL Invesco S&P 100 Equal Weight ETF 1.8 25 8 6.3 -0.7
STXD Strive 1000 Dividend Growth ETF 1.8 35 -2 5.2 -1.8
SMCP AlphaMark Actively Managed Small Cap ETF 1.8 90 -57 3.9 -3.1
GBUY Goldman Sachs Future Consumer Equity ETF 1.8 75 -42 3.3 -3.7
JVAL JPMorgan U.S. Value Factor ETF 1.8 12 21 7.8 +0.8
XSMO Invesco S&P SmallCap Momentum ETF 1.8 39 -6 6.8 -0.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.8 15 18 4.9 -2.1
DSI iShares MSCI KLD 400 Social ETF 1.8 25 8 5.0 -2.0
JMOM JPMorgan U.S. Momentum Factor ETF 1.8 12 21 4.5 -2.5
JEPI JPMorgan Equity Premium Income ETF 1.7 35 -2 5.1 -1.9
SPXT ProShares S&P 500 Ex-Technology ETF 1.7 9 24 5.3 -1.7
INCE Franklin Income Equity Focus ETF 1.7 29 4 5.7 -1.4
XMAG Defiance Large Cap ex-Mag 7 ETF 1.7 35 -2 5.1 -1.9
SNPV Xtrackers S&P 500 Value ESG ETF 1.7 15 18 6.4 -0.6
SUSA iShares MSCI USA ESG Select ETF 1.7 25 8 5.0 -2.0
RFV Invesco S&P Midcap 400 Pure Value ETF 1.7 35 -2 8.0 +1.0
LRGE ClearBridge Large Cap Growth ESG ETF 1.7 59 -26 3.5 -3.6
VLU SPDR S&P 1500 Value Tilt ETF 1.7 12 21 6.7 -0.3
FAB First Trust Multi Cap Value AlphaDEX Fund 1.7 67 -34 8.6 +1.5
DEMZ Democratic Large Cap Core ETF 1.7 45 -12 4.2 -2.8
FEX First Trust Large Cap Core AlphaDEX Fund 1.6 59 -26 5.6 -1.5
ESGV Vanguard ESG U.S. Stock ETF 1.6 9 24 4.8 -2.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.6 35 -2 5.8 -1.2
BLCV iShares Large Cap Value Active ETF 1.6 53 -20 8.1 +1.1
FDLO Fidelity Low Volatility Factor ETF 1.6 15 18 5.3 -1.7
FNK First Trust Mid Cap Value AlphaDEX Fund 1.6 70 -37 10.0 +3.0
ESGU iShares ESG Aware MSCI USA ETF 1.6 15 18 5.0 -2.0
ETHO Etho Climate Leadership U.S. ETF 1.6 47 -14 3.4 -3.6
BLCR iShares Large Cap Core Active ETF 1.6 36 -3 4.9 -2.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.6 50 -17 7.6 +0.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 8 5.2 -1.8
FDMO Fidelity Momentum Factor ETF 1.6 15 18 4.0 -3.1
WCEO Hypatia Women CEO ETF 1.5 85 -52 4.2 -2.8
BDIV AAM Brentview Dividend Growth ETF 1.5 49 -16 4.4 -2.6
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -46 4.0 -3.0
CACG ClearBridge All Cap Growth ESG ETF 1.5 54 -21 3.7 -3.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.5 55 -22 4.3 -2.7
DEUS Xtrackers Russell US Multifactor ETF 1.5 17 16 6.9 -0.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 23 5.1 -1.9
JQUA JPMorgan U.S. Quality Factor ETF 1.5 12 21 5.8 -1.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.5 70 -37 4.4 -2.7
AIEQ AI Powered Equity ETF 1.4 75 -42 3.9 -3.2
VTV Vanguard Value ETF 1.4 4 29 6.6 -0.5
FNDB Schwab Fundamental US Broad Market Index ETF 1.4 25 8 6.8 -0.3
SCHB Schwab U.S. Broad Market ETF 1.4 3 30 4.9 -2.1
FLQL Franklin LibertyQ U.S. Equity ETF 1.4 15 18 5.9 -1.1
ONEO SPDR Russell 1000 Momentum Focus ETF 1.4 20 13 6.8 -0.2
SHE SPDR MSCI USA Gender Diversity ETF 1.4 20 13 4.9 -2.1
MAGA Point Bridge America First ETF 1.4 72 -39 5.6 -1.4
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 23 5.1 -1.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.4 12 21 4.8 -2.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.4 20 13 4.9 -2.2
VTI Vanguard Total Stock Market ETF 1.4 3 30 4.7 -2.3
IWV iShares Russell 3000 ETF 1.4 20 13 4.7 -2.4
LRGF iShares U.S. Equity Factor ETF 1.4 8 25 5.6 -1.4
VTHR Vanguard Russell 3000 ETF 1.4 10 23 4.7 -2.3
VALQ American Century U.S. Quality Value ETF 1.4 29 4 7.4 +0.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.4 49 -16 10.4 +3.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.4 3 30 4.8 -2.2
JHML John Hancock Multifactor Large Cap ETF 1.4 29 4 5.3 -1.7
APUE ActivePassive U.S. Equity ETF 1.4 45 -12 4.8 -2.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.4 3 30 5.1 -1.9
USMF WisdomTree U.S. Multifactor Fund 1.4 28 5 7.1 +0.1
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 1.4 60 -27 6.4 -0.6
SPXV ProShares S&P 500 Ex-Health Care ETF 1.4 9 24 4.7 -2.3
QLV FlexShares US Quality Low Volatility Index Fund 1.4 22 11 3.8 -3.2
ILCV iShares Morningstar Value ETF 1.4 4 29 6.2 -0.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 19 5.0 -2.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.4 80 -47 5.8 -1.3
NUMG Nuveen ESG Mid-Cap Growth ETF 1.4 31 2 3.4 -3.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.4 60 -27 8.7 +1.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 26 5.0 -2.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.3 39 -6 7.5 +0.5
VONE Vanguard Russell 1000 ETF 1.3 8 25 4.9 -2.1
IWB iShares Russell 1000 ETF 1.3 15 18 4.8 -2.2
SPVM Invesco S&P 500 Value with Momentum ETF 1.3 39 -6 7.8 +0.8
MODL VictoryShares WestEnd U.S. Sector ETF 1.3 42 -9 4.7 -2.3
SCHK Schwab 1000 Index ETF 1.3 5 28 5.0 -2.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.3 11 22 4.9 -2.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.3 12 21 4.5 -2.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 25 5.0 -2.1
IYY iShares Dow Jones U.S. ETF 1.3 20 13 4.8 -2.2
FMIL Fidelity New Millennium ETF 1.3 59 -26 4.8 -2.3
FDRR Fidelity Dividend ETF for Rising Rates 1.3 15 18 7.4 +0.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.3 12 21 7.2 +0.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.3 46 -13 9.3 +2.3
RAFE PIMCO RAFI ESG U.S. ETF 1.3 29 4 7.2 +0.2
SCHX Schwab U.S. Large-Cap ETF 1.3 3 30 5.0 -2.0
XVV iShares ESG Screened S&P 500 ETF 1.3 8 25 4.9 -2.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.3 20 13 4.0 -3.0
SPXE ProShares S&P 500 Ex-Energy ETF 1.2 9 24 4.9 -2.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.2 35 -2 8.1 +1.1
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 23 5.4 -1.6
CATH Global X S&P 500 Catholic Values Custom ETF 1.2 29 4 4.9 -2.1
EES WisdomTree U.S. SmallCap Fund 1.2 38 -5 9.1 +2.1
AGNG Global X Aging Population ETF 1.2 50 -17 4.2 -2.8
OPTZ Optimize Strategy Index ETF 1.2 50 -17 2.9 -4.1
PBUS Invesco MSCI USA ETF 1.2 4 29 5.0 -2.1
IWP iShares Russell Mid-Cap Growth ETF 1.2 23 10 3.1 -3.9
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.2 30 3 10.0 +3.0
BPTRX Baron Partners Retail 1.2 75 -42 3.6 -3.4
GNR SPDR S&P Global Natural Resources ETF 1.2 40 -7 9.7 +2.7
ILCB iShares Morningstar U.S. Equity ETF 1.2 3 30 4.9 -2.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.2 20 13 4.8 -2.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.2 2 31 5.0 -2.0
FBCV Fidelity Blue Chip Value ETF 1.2 59 -26 7.0 -0.0
KEAT Keating Active ETF 1.2 85 -52 0.0 -7.0
SVAL iShares US Small Cap Value Factor ETF 1.2 20 13 9.8 +2.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.2 7 26 4.9 -2.1
GDIV Harbor Dividend Growth Leaders ETF 1.2 50 -17 5.8 -1.2
TMFS Motley Fool Small-Cap Growth ETF 1.2 85 -52 2.6 -4.4
SFYF SoFi Social 50 ETF 1.2 29 4 -2.2 -9.2
WLDR Affinity World Leaders Equity ETF 1.2 67 -34 8.1 +1.1
IVV iShares Core S&P 500 ETF 1.1 3 30 5.0 -2.0
VOO Vanguard S&P 500 ETF 1.1 3 30 5.0 -2.0
SPY SPDR S&P 500 ETF Trust 1.1 9 24 5.0 -2.1
SPLG SPDR Portfolio S&P 500 ETF 1.1 2 31 5.0 -2.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.1 29 4 6.4 -0.6
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 8 6.8 -0.2
VV Vanguard Large-Cap ETF 1.1 4 29 4.9 -2.1
SWP SWP Growth & Income ETF 1.1 99 -66 4.1 -2.9
BKLC BNY Mellon US Large Cap Core Equity ETF 1.1 0 33 5.0 -2.0
STRV Strive 500 ETF 1.1 5 28 4.9 -2.1
VOTE TCW Transform 500 ETF 1.1 5 28 4.9 -2.1
FFLC Fidelity Fundamental Large Cap Core ETF 1.1 38 -5 4.8 -2.3
SNPE Xtrackers S&P 500 ESG ETF 1.1 10 23 5.1 -1.9
BARAX Baron Asset Retail 1.1 75 -42 3.4 -3.6
SMOT VanEck Morningstar SMID Moat ETF 1.1 49 -16 5.8 -1.2
FQAL Fidelity Quality Factor ETF 1.1 15 18 5.8 -1.2
TMFC Motley Fool 100 Index ETF 1.1 50 -17 3.7 -3.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.1 60 -27 3.9 -3.2
WOMN Impact Shares YWCA Women's Empowerment ETF 1.1 75 -42 4.7 -2.4
FVAL Fidelity Value Factor ETF 1.1 15 18 7.1 +0.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.0 15 18 4.7 -2.3
RVRB Reverb ETF 1.0 30 3 4.7 -2.3
ILCG iShares Morningstar Growth ETF 1.0 4 29 3.9 -3.1
XMVM Invesco S&P MidCap Value with Momentum ETF 1.0 39 -6 9.9 +2.9
FDFF Fidelity Disruptive Finance ETF 1.0 50 -17 4.1 -2.9
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.0 40 -7 6.2 -0.8
STXG Strive 1000 Growth ETF 1.0 18 15 4.1 -3.0
DTEC ALPS Disruptive Technologies ETF 1.0 50 -17 3.7 -3.3
MTUM iShares MSCI USA Momentum Factor ETF 1.0 15 18 4.1 -2.9
CHGX AXS Change Finance ESG ETF 1.0 49 -16 5.3 -1.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -42 6.8 -0.2
GDEF Goldman Sachs Defensive Equity ETF 1.0 55 -22 4.7 -2.3
AUSF Global X Adaptive U.S. Factor ETF 1.0 27 6 8.6 +1.5
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 -6 6.9 -0.1
VUG Vanguard Growth ETF 1.0 4 29 4.0 -3.0
HAPI Harbor Human Capital Factor US Large Cap ETF 1.0 36 -3 4.6 -2.4
TOK iShares MSCI Kokusai ETF 0.9 26 7 5.0 -2.0
ACVF American Conservative Values ETF 0.9 75 -42 4.2 -2.8
MGK Vanguard Mega Cap Growth ETF 0.9 7 26 4.3 -2.7
BFGFX Baron Focused Growth Retail 0.9 75 -42 3.1 -3.9
KOKU Xtrackers MSCI Kokusai Equity ETF 0.9 9 24 5.2 -1.8
SFY SoFi Select 500 ETF 0.9 0 33 4.5 -2.6
JGLO JPMorgan Global Select Equity ETF 0.9 33 0 4.5 -2.6
FLRG Fidelity U.S. Multifactor ETF 0.9 15 18 7.3 +0.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.9 32 1 4.8 -2.2
VT Vanguard Total World Stock ETF 0.9 7 26 5.5 -1.5
MGMT Ballast Small/Mid Cap ETF 0.9 110 -77 7.1 +0.1
SNPG Xtrackers S&P 500 Growth ESG ETF 0.9 15 18 4.7 -2.3
URTH iShares MSCI World ETF 0.9 24 9 5.2 -1.8
SPHB Invesco S&P 500 High Beta ETF 0.9 25 8 3.5 -3.5
IETC iShares U.S. Tech Independence Focused ETF 0.9 18 15 4.5 -2.5
XT iShares Exponential Technologies ETF 0.9 46 -13 4.8 -2.2
ERNZ TrueShares Active Yield ETF 0.8 75 -42 10.9 +3.9
PFM Invesco Dividend Achievers ETF 0.8 53 -20 5.3 -1.7
ACWI iShares MSCI ACWI ETF 0.8 32 1 5.3 -1.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 13 5.2 -1.9
PRAY FIS Christian Stock Fund 0.8 69 -36 5.9 -1.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -27 1.4 -5.6
GINN Goldman Sachs Innovate Equity ETF 0.8 52 -19 2.8 -4.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.7 35 -2 5.9 -1.1
IWO iShares Russell 2000 Growth ETF 0.7 24 9 0.6 -6.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.7 42 -9 5.1 -1.9
VTWG Vanguard Russell 2000 Growth ETF 0.7 15 18 0.7 -6.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.7 25 8 9.6 +2.6
CGUS Capital Group Core Equity ETF 0.7 33 0 4.4 -2.6
MBOX Freedom Day Dividend ETF 0.7 39 -6 7.4 +0.4
VSLU Applied Finance Valuation Large Cap ETF 0.7 49 -16 5.6 -1.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.7 18 15 5.6 -1.4
DGT SPDR Global Dow ETF 0.7 50 -17 6.8 -0.2
LRGC AB US Large Cap Strategic Equities ETF 0.7 48 -15 4.6 -2.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 21 4.5 -2.6
MVPS Amplify Thematic All-Stars ETF 0.7 49 -16 2.7 -4.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.7 9 24 5.4 -1.6
IUSG iShares Core S&P U.S. Growth ETF 0.7 4 29 4.7 -2.4
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 -16 5.0 -2.1
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 4 4.7 -2.3
SIXS ETC 6 Meridian Small Cap Equity ETF 0.7 89 -56 8.2 +1.2
SMDV ProShares Russell 2000 Dividend Growers ETF 0.7 40 -7 6.4 -0.6
HAP VanEck Natural Resources ETF 0.6 50 -17 10.0 +3.0
QVML Invesco S&P 500 QVM Multi-factor ETF 0.6 11 22 4.8 -2.2
OALC OneAscent Large Cap Core ETF 0.6 86 -53 4.3 -2.7
MGC Vanguard Mega Cap ETF 0.6 7 26 4.8 -2.2
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -29 3.2 -3.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.6 9 24 5.4 -1.7
GQQQ Astoria US Quality Growth Kings ETF 0.6 35 -2 6.3 -0.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -46 4.6 -2.4
IVW iShares S&P 500 Growth ETF 0.5 18 15 4.5 -2.5
VOOG Vanguard S&P 500 Growth ETF 0.5 10 23 4.6 -2.5
SPYG SPDR Portfolio S&P 500 Growth ETF 0.5 4 29 4.6 -2.4
EPS WisdomTree U.S. LargeCap Fund 0.5 8 25 5.9 -1.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.5 75 -42 4.3 -2.8
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.5 60 -27 6.4 -0.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.5 21 12 3.8 -3.2
IWC iShares Micro-Cap ETF 0.5 60 -27 -4.9 -11.9
HLGE Hartford Longevity Economy ETF 0.5 44 -11 6.0 -1.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.5 45 -12 4.7 -2.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.5 35 -2 5.1 -1.9
IWX iShares Russell Top 200 Value ETF 0.5 20 13 6.0 -1.0
FVD First Trust Value Line Dividend Index Fund 0.5 65 -32 6.3 -0.8
HKND Humankind US Stock ETF 0.5 11 22 7.1 +0.1
IWF iShares Russell 1000 Growth ETF 0.5 19 14 4.5 -2.6
VONG Vanguard Russell 1000 Growth ETF 0.5 8 25 4.6 -2.5
PKW Invesco Buyback Achievers ETF 0.4 62 -29 6.4 -0.6
XMMO Invesco S&P MidCap Momentum ETF 0.4 34 -1 5.6 -1.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 29 4.2 -2.8
OEF iShares S&P 100 ETF 0.4 20 13 4.8 -2.3
IWL iShares Russell Top 200 ETF 0.4 15 18 4.7 -2.3
MGV Vanguard Mega Cap Value ETF 0.4 7 26 6.4 -0.6
SMAP Amplify Small-Mid Cap Equity ETF 0.4 60 -27 4.6 -2.4
RWL Invesco S&P 500 Revenue ETF 0.4 39 -6 6.7 -0.3
IWY iShares Russell Top 200 Growth ETF 0.4 20 13 4.6 -2.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 14 6.2 -0.8
QGRO American Century U.S. Quality Growth ETF 0.4 29 4 4.4 -2.6
SPMO Invesco S&P 500 Momentum ETF 0.4 13 20 3.8 -3.2
GSPY Gotham Enhanced 500 ETF 0.4 50 -17 5.2 -1.8
QUS SPDR MSCI USA StrategicFactors ETF 0.4 15 18 5.7 -1.3
TMFX Motley Fool Next Index ETF 0.3 50 -17 2.8 -4.3
VUSE Vident U.S. Equity Strategy ETF 0.3 50 -17 4.4 -2.7
FTA First Trust Large Cap Value AlphaDEX Fund 0.3 59 -26 8.2 +1.2
IOO iShares Global 100 ETF 0.3 41 -8 4.8 -2.2
ROUS Hartford Multifactor US Equity ETF 0.3 19 14 6.5 -0.5
BSCFX Baron Small Cap Retail 0.3 75 -42 3.5 -3.5
IUS Invesco RAFI Strategic US ETF 0.3 19 14 6.8 -0.2
IEDI iShares U.S. Consumer Focused ETF 0.3 18 15 5.1 -1.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.3 30 3 5.4 -1.6
FPX First Trust US Equity Opportunities ETF 0.3 61 -28 1.5 -5.5
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 4 8.3 +1.3
CCNR ALPS CoreCommodity Natural Resources ETF 0.3 39 -6 11.0 +4.0
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 15 4.5 -2.6
GVLU Gotham 1000 Value ETF 0.3 50 -17 7.4 +0.4
FELC Fidelity Enhanced Large Cap Core ETF 0.3 18 15 5.3 -1.7
DGRW WisdomTree US Quality Dividend Growth Fund 0.3 28 5 6.0 -1.0
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 18 5.3 -1.8
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 3 5.9 -1.1
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 -12 3.6 -3.5
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.2 36 -3 11.1 +4.1
JSML Janus Henderson Small Cap Growth Alpha ETF 0.1 30 3 6.5 -0.5
SQEW LeaderShares Equity Skew ETF 0.1 81 -48 3.9 -3.1
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -17 4.9 -2.1
GLOF iShares Global Equity Factor ETF 0.1 20 13 7.0 -0.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 8 5.6 -1.4
CSD Invesco S&P Spin-Off ETF 0.1 65 -32 10.0 +3.0
TEQI T. Rowe Price Equity Income ETF 0.0 54 -21 3.8 -3.2
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -17 4.8 -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
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Dividends per share info ** ** ** ** ** ** **
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Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

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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
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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 2.1 x
Less: Expense ratio 33 bp
Equals: ALTAR Score 7.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 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.