Columbia Research Enhanced Real Estate ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
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. |
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 |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Multi-Factor |
Index replication | |
Uses derivatives | No |
Options available | No |
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% |
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 % |
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UNITED STATES | 90.9 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-0.7% | 7.3% | -- | -- | 8.4% |
versus... | Beta | R-squared |
S&P500 | 1.33 | 68% |
MSCI EAFE | 1.11 | 62% |
MSCI Emg. Mkts. | 1.13 | 52% |
Recent close | $21.73 |
30d moving avg. | $21.55 |
Annualized volatility | 20.8% |
Short interest (ETF) | 0.1% |
Relative strength (RSI) | 43 |
Avg. volume (thou.) | 0 |
Turnover | 0.0% |
Bid/Ask (% of price) | 0.39% |
ADV underlying (mns) | $3,429 |
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% |
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 ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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