Columbia Research Enhanced Real Estate ETF
ALTAR
Score™
7.3% info Recommen-
dation
OVERWEIGHT
2024E    2025E
P/E
ratio
14.6x P/Sales
ratio
5.7x
P/BV
ratio
2.0x Div.
yield
4.4%


  • 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 71
Wgt avg mkt cap (mns) $40,908
Large cap (>$10bn) 77.5%
Mid cap ($2-10bn) 18.8%
Small cap (<$2bn) 3.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROLOGIS INC 16.1 %
AMERICAN TOWER CORP-CL A 9.0 %
SIMON PROPERTY GROUP INC 8.4 %
CROWN CASTLE INTL CORP 6.4 %
DIGITAL REALTY TRUST INC 5.5 %
PUBLIC STORAGE 5.1 %
REALTY INCOME CORP 4.3 %
IRON MOUNTAIN INC 3.0 %
INVITATION HOMES, INC. 2.6 %
WEYERHAEUSER CO 2.5 %
Total 62.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.1 %










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.
-5.1% -- -- -- 7.8%

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

Technical Indicators
Recent close $20.70
30d moving avg. $19.70
Annualized volatility 0.0%
Short interest (ETF) 0.1%
Relative strength (RSI) 75

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.7%
Bid/Ask (% of price) 0.39%
ADV underlying (mns) $6,516

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 507 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™: 7.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH CRED
Ticker Fund
Name
Overlap1
vs CRED
(%)
Expense
ratio
(bp)
Savings
vs CRED
(bp)
ALTAR
Score™
(%)
ALTAR
vs CRED
(%)
SCHH Schwab U.S. REIT ETF 64.4 7 26 7.2 -0.1
DFAR Dimensional US Real Estate ETF 63.0 19 14 6.9 -0.3
IYR iShares U.S. Real Estate ETF 59.3 40 -7 6.7 -0.6
XLRE Real Estate Select Sector SPDR Fund 59.1 9 24 6.5 -0.8
FREL Fidelity MSCI Real Estate Index ETF 59.1 8 25 6.9 -0.4
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 57.3 11 22 7.1 -0.2
FRI First Trust S&P REIT Index Fund 57.2 50 -17 6.7 -0.6
RWR SPDR Dow Jones REIT ETF 57.0 25 8 6.8 -0.5
USRT iShares Core U.S. REIT ETF 56.9 8 25 7.1 -0.2
ICF iShares Cohen & Steers REIT ETF 56.4 33 0 6.4 -0.8
VNQ Vanguard Real Estate ETF 52.1 12 21 6.8 -0.5
DFGR Dimensional Global Real Estate ETF 47.1 22 11 6.7 -0.6
FPRO Fidelity Real Estate Investment ETF 46.7 59 -26 5.6 -1.7
AVRE Avantis Real Estate ETF 43.6 17 16 6.3 -1.0
REET iShares Global REIT ETF 41.8 14 19 6.9 -0.4
GQRE FlexShares Global Quality Real Estate Index Fund 41.8 45 -12 6.6 -0.7
RWO SPDR Dow Jones Global Real Estate ETF 41.6 50 -17 6.4 -0.9
PSR Invesco Active U.S. Real Estate Fund 41.4 35 -2 7.3 +0.1
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 40.6 40 -7 6.8 -0.4
JPRE JPMorgan Realty Income ETF 40.5 50 -17 6.5 -0.8
ROOF IQ CBRE NextGen Real Estate ETF 35.7 60 -27 7.5 +0.2
PPTY US Diversified Real Estate ETF 33.9 53 -20 6.7 -0.6
RITA ETFB Green SRI REITs ETF 33.6 50 -17 5.9 -1.4
IVRA Invesco Real Assets ESG ETF 33.5 59 -26 7.3 -0.0
ERET iShares Environmentally Aware Real Estate ETF 32.7 30 3 6.9 -0.4
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 31.3 60 -27 3.5 -3.8
BYRE Principal Real Estate Active Opportunities ETF 28.0 65 -32 5.9 -1.4
WTRE WisdomTree New Economy Real Estate Fund 27.4 58 -25 4.8 -2.5
REAI Intelligent Real Estate ETF 26.9 59 -26 7.4 +0.1
INDS Pacer Industrial Real Estate ETF 26.7 55 -22 5.5 -1.8
SPRE SP Funds S&P Global REIT Sharia ETF 25.9 55 -22 4.9 -2.4
SRVR Pacer Data & Infrastructure Real Estate ETF 25.6 55 -22 2.7 -4.6
IQRA IQ CBRE Real Assets ETF 24.6 65 -32 5.7 -1.6
VPN Global X Data Center REITs & Digital Infrastructure ETF 23.5 50 -17 2.1 -5.2
IGN iShares North American Tech-Multimedia Networking ETF 22.5 41 -8 7.9 +0.6
RDOG ALPS REIT Dividend Dogs ETF 21.3 35 -2 13.6 +6.3
JRE Janus Henderson U.S. Real Estate ETF 21.2 65 -32 6.2 -1.1
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 20.5 75 -42 4.7 -2.6
REZ iShares Residential and Multisector Real Estate ETF 19.1 48 -15 6.3 -1.0
NURE Nuveen Short-Term REIT ETF 18.8 35 -2 5.9 -1.4
BLDG Cambria Global Real Estate ETF 16.7 60 -27 9.2 +1.9
VRAI Virtus Real Asset Income ETF 14.6 55 -22 8.7 +1.4
RIET Hoya Capital High Dividend Yield ETF 13.9 50 -17 14.3 +7.0
HAUS Residential REIT ETF 13.6 60 -27 6.2 -1.1
SPYD SPDR Portfolio S&P 500 High Dividend ETF 13.2 7 26 9.6 +2.4
BLLD JPMorgan Sustainable Infrastructure ETF 11.7 49 -16 6.3 -1.0
NETL NETLease Corporate Real Estate ETF 10.9 60 -27 9.2 +2.0
XMLV Invesco S&P MidCap Low Volatility ETF 10.2 25 8 6.8 -0.5
HOMZ Hoya Capital Housing ETF 10.2 30 3 8.0 +0.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 9.8 27 6 8.5 +1.3
TXS Texas Capital Texas Equity Index ETF 8.8 49 -16 5.6 -1.7
KBWY Invesco KBW Premium Yield Equity REIT ETF 8.7 35 -2 19.7 +12.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 8.5 80 -47 6.4 -0.9
FDVV Fidelity High Dividend ETF 8.4 15 18 8.5 +1.2
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 8.3 69 -36 8.5 +1.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.6 30 3 9.8 +2.6
BIBL Inspire 100 ETF 7.6 35 -2 4.7 -2.6
CVY Invesco Zacks Multi-Asset Income ETF 7.1 106 -73 10.6 +3.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.0 60 -27 7.9 +0.6
ONEY SPDR Russell 1000 Yield Focus ETF 6.8 20 13 10.2 +2.9
ICAP InfraCap Equity Income Fund ETF 6.6 171 -138 6.8 -0.5
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 6.5 60 -27 8.6 +1.3
MDYV SPDR S&P 400 Mid Cap Value ETF 6.4 15 18 8.3 +1.0
IJJ iShares S&P Mid-Cap 400 Value ETF 6.4 18 15 8.2 +1.0
PSCF Invesco S&P SmallCap Financials ETF 6.3 29 4 9.8 +2.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 6.2 12 21 5.4 -1.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 6.2 56 -23 5.0 -2.3
DON WisdomTree U.S. MidCap Dividend Fund 6.1 38 -5 8.7 +1.4
IDAT iShares Future Cloud 5G and Tech ETF 6.0 47 -14 4.2 -3.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.9 24 9 8.0 +0.7
ERTH Invesco MSCI Sustainable Future ETF 5.8 62 -29 3.5 -3.8
DEW WisdomTree Global High Dividend Fund 5.8 58 -25 9.1 +1.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.7 15 18 7.6 +0.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.5 18 15 7.6 +0.4
SDG iShares MSCI Global Sustainable Development Goals ETF 5.4 49 -16 5.8 -1.5
GLIF AGF Global Infrastructure ETF 5.4 45 -12 5.6 -1.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.3 15 18 6.0 -1.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 5.2 29 4 7.3 +0.0
FNDA Schwab Fundamental US Small Co. Index ETF 5.2 25 8 6.6 -0.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 5.2 15 18 8.6 +1.4
IWS iShares Russell Mid-Cap Value ETF 5.1 23 10 6.6 -0.7
JHDV John Hancock U.S. High Dividend ETF 5.0 34 -1 6.3 -1.0
SPDV AAM S&P 500 High Dividend Value ETF 5.0 29 4 10.6 +3.3
SRET Global X SuperDividend REIT ETF 5.0 59 -26 11.2 +4.0
EQAL Invesco Russell 1000 Equal Weight ETF 4.9 20 13 6.0 -1.2
ULVM VictoryShares US Value Momentum ETF 4.9 20 13 7.4 +0.1
IWN iShares Russell 2000 Value ETF 4.9 24 9 5.7 -1.6
VTWV Vanguard Russell 2000 Value ETF 4.8 15 18 5.8 -1.5
IMCV iShares Morningstar Mid-Cap Value ETF 4.8 6 27 8.0 +0.7
FCPI Fidelity Stocks for Inflation ETF 4.7 15 18 8.7 +1.5
MDY SPDR S&P Midcap 400 ETF Trust 4.7 23 10 6.7 -0.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 4.7 24 9 7.8 +0.5
XJH iShares ESG Screened S&P Mid-Cap ETF 4.7 12 21 6.7 -0.6
AFMC First Trust Active Factor Mid Cap ETF 4.7 65 -32 7.7 +0.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4.6 3 30 6.9 -0.4
IJH iShares Core S&P Mid-Cap ETF 4.6 5 28 34.5 +27.2
VBR Vanguard Small Cap Value ETF 4.5 7 26 8.2 +0.9
VOE Vanguard Mid-Cap Value ETF 4.5 7 26 7.4 +0.2
NUDV Nuveen ESG Dividend ETF 4.5 26 7 7.5 +0.2
NXTG First Trust Indxx NextG ETF 4.4 70 -37 5.8 -1.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.4 15 18 7.0 -0.3
IMCB iShares Morningstar Mid-Cap ETF 4.4 4 29 6.0 -1.3
KNCT Invesco Next Gen Connectivity ETF 4.3 40 -7 5.5 -1.8
NUSC Nuveen ESG Small-Cap ETF 4.2 31 2 5.0 -2.3
TMFG Motley Fool Global Opportunities ETF 4.2 85 -52 3.3 -4.0
IVOO Vanguard S&P Mid-Cap 400 ETF 4.2 10 23 6.9 -0.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.1 79 -46 6.2 -1.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.1 4 29 6.1 -1.2
FLDZ RiverNorth Patriot ETF 4.0 75 -42 6.0 -1.3
IMCG iShares Morningstar Mid-Cap Growth ETF 4.0 6 27 4.1 -3.2
ISCV iShares Morningstar Small Cap Value ETF 4.0 6 27 8.1 +0.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.0 10 23 4.5 -2.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.9 17 16 5.4 -1.9
PY Principal Value ETF 3.9 15 18 7.5 +0.3
BGIG Bahl & Gaynor Income Growth ETF 3.9 45 -12 5.2 -2.0
SCHM Schwab U.S. Mid-Cap ETF 3.9 4 29 6.2 -1.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.9 10 23 4.6 -2.7
FUNL CornerCap Fundametrics Large-Cap ETF 3.9 50 -17 6.8 -0.5
SPMV Invesco S&P 500 Minimum Variance ETF 3.9 10 23 5.5 -1.8
IWR iShares Russell Midcap ETF 3.9 19 14 5.6 -1.7
SMLF iShares U.S. SmallCap Equity Factor ETF 3.9 15 18 6.0 -1.3
FSMD Fidelity Small-Mid Multifactor ETF 3.8 15 18 7.2 -0.1
VB Vanguard Small-Cap ETF 3.8 5 28 5.3 -2.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.8 29 4 8.0 +0.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.7 20 13 6.3 -1.0
VO Vanguard Mid-Cap ETF 3.7 4 29 5.8 -1.5
IJS iShares S&P Small-Cap 600 Value ETF 3.7 18 15 9.0 +1.7
SLYV SPDR S&P 600 Small Cap Value ETF 3.7 15 18 9.0 +1.7
VIOO Vanguard S&P Small-Cap 600 ETF 3.7 10 23 7.7 +0.4
BEDZ AdvisorShares Hotel ETF 3.7 100 -67 2.7 -4.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.7 25 8 8.8 +1.5
CZA Invesco Zacks Mid-Cap ETF 3.7 72 -39 6.2 -1.0
XJR iShares ESG Screened S&P Small-Cap ETF 3.7 12 21 7.5 +0.2
IJR iShares Core S&P Small Cap ETF 3.7 6 27 7.8 +0.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.6 3 30 7.9 +0.6
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.6 65 -32 5.2 -2.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.6 15 18 8.0 +0.7
RNMC First Trust Mid Cap US Equity Select ETF 3.6 60 -27 7.8 +0.5
ISMD Inspire Small/Mid Cap ETF 3.6 54 -21 6.0 -1.3
UDI USCF Dividend Income Fund 3.6 65 -32 7.1 -0.2
XSLV Invesco S&P SmallCap Low Volatility ETF 3.6 25 8 6.9 -0.3
YPS Arrow Reverse Cap 500 ETF 3.5 29 4 6.5 -0.8
RNSC Furst Trust Small Cap US Equity Select ETF 3.5 60 -27 8.0 +0.7
CLOU Global X Cloud Computing ETF 3.5 68 -35 1.9 -5.4
QDF FlexShares Quality Dividend Index Fund 3.5 37 -4 4.9 -2.4
DES WisdomTree U.S. SmallCap Dividend Fund 3.5 38 -5 8.1 +0.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.4 9 24 3.9 -3.4
NUMV Nuveen ESG Mid-Cap Value ETF 3.4 31 2 7.5 +0.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.4 47 -14 5.6 -1.7
KONG Formidable Fortress ETF 3.4 89 -56 6.0 -1.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.4 9 24 5.8 -1.5
MBCC Monarch Blue Chips Core ETF 3.3 125 -92 3.1 -4.2
ISCB iShares Morningstar Small-Cap ETF 3.3 4 29 5.2 -2.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.3 7 26 5.7 -1.6
CRUZ Defiance Hotel Airline and Cruise ETF 3.3 45 -12 -4.0 -11.2
BKSE BNY Mellon US Small Cap Core Equity ETF 3.2 4 29 5.5 -1.8
FYX First Trust Small Cap Core AlphaDEX Fund 3.2 61 -28 7.0 -0.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.2 15 18 6.6 -0.7
GURU Global X Guru Index ETF 3.2 75 -42 3.7 -3.6
PSC Principal U.S. Small-Cap ETF 3.2 38 -5 7.8 +0.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.2 15 18 7.4 +0.1
FTC First Trust Large Cap Growth AlphaDEX Fund 3.2 59 -26 2.6 -4.7
STXK Strive Small-Cap ETF 3.1 18 15 5.1 -2.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.1 20 13 7.8 +0.5
SIZE iShares MSCI USA Size Factor ETF 3.1 15 18 5.9 -1.4
SCHV Schwab U.S. Large-Cap Value ETF 3.1 4 29 6.6 -0.6
SMDY Syntax Stratified MidCap ETF 3.1 35 -2 6.2 -1.1
SDY SPDR S&P Dividend ETF 3.1 35 -2 6.5 -0.8
YLDE ClearBridge Dividend Strategy ESG ETF 3.1 60 -27 5.4 -1.9
EUSA iShares MSCI USA Equal Weighted ETF 3.1 9 24 5.9 -1.3
SCHA Schwab U.S. Small-Cap ETF 3.1 4 29 4.8 -2.5
DTD WisdomTree U.S. Total Dividend Fund 3.0 28 5 6.5 -0.8
JHSC John Hancock Multifactor Small Cap ETF 3.0 42 -9 6.0 -1.2
DLN WisdomTree U.S. LargeCap Dividend Fund 3.0 28 5 6.2 -1.1
SNPV Xtrackers S&P 500 Value ESG ETF 3.0 15 18 6.5 -0.8
RSP Invesco S&P 500 Equal Weight ETF 3.0 20 13 6.1 -1.2
VNSE Natixis Vaughan Nelson Select ETF 3.0 80 -47 3.1 -4.1
VXF Vanguard Extended Market ETF 3.0 6 27 3.8 -3.4
FIVG Defiance Next Gen Connectivity ETF 3.0 30 3 6.2 -1.1
FYC First Trust Small Cap Growth AlphaDEX Fund 3.0 71 -38 0.8 -6.5
DIV Global X SuperDividend US ETF 3.0 45 -12 9.1 +1.8
QDEF FlexShares Quality Dividend Defensive Index Fund 3.0 37 -4 4.8 -2.5
ESIX SPDR S&P SmallCap 600 ESG ETF 3.0 12 21 7.4 +0.1
REVS Columbia Research Enhanced Value ETF 3.0 19 14 7.8 +0.5
IJK iShares S&P Mid-Cap 400 Growth ETF 3.0 17 16 5.6 -1.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.0 15 18 5.7 -1.6
SMLE Xtrackers S&P SmallCap 600 ESG ETF 2.9 15 18 7.4 +0.1
MDLV Morgan Dempsey Large Cap Value ETF 2.9 58 -25 8.7 +1.4
DHS WisdomTree U.S. High Dividend Fund 2.9 38 -5 9.0 +1.7
SFYX SoFi Next 500 ETF 2.9 0 33 5.5 -1.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.9 64 -31 2.0 -5.3
RYJ Invesco Raymond James SB-1 Equity ETF 2.9 75 -42 2.9 -4.3
VOT Vanguard Mid-Cap Growth ETF 2.9 7 26 4.0 -3.2
ETHO Etho Climate Leadership U.S. ETF 2.9 47 -14 3.9 -3.4
OSCV Opus Small Cap Value ETF 2.9 79 -46 6.1 -1.2
SLYG SPDR S&P 600 Small Cap Growth ETF 2.9 15 18 6.6 -0.6
IJT iShares S&P Small-Cap 600 Growth ETF 2.9 18 15 6.6 -0.7
EVUS iShares ESG Aware MSCI USA Value ETF 2.9 18 15 6.7 -0.6
ROE Astoria US Quality Kings ETF 2.9 49 -16 7.8 +0.5
VBK Vanguard Small-Cap Growth ETF 2.8 7 26 1.4 -5.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.8 15 18 6.3 -1.0
CUT Invesco MSCI Global Timber ETF 2.8 61 -28 8.6 +1.4
WOOD iShares Global Timber & Forestry ETF 2.8 42 -9 9.7 +2.5
IWD iShares Russell 1000 Value ETF 2.8 19 14 6.6 -0.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.7 10 23 5.3 -2.0
ABEQ Absolute Select Value ETF 2.7 85 -52 4.9 -2.4
VONV Vanguard Russell 1000 Value ETF 2.7 8 25 6.7 -0.6
JRNY ALPS Global Travel Beneficiaries ETF 2.7 65 -32 0.5 -6.8
ISCG iShares Morningstar Small-Cap Growth ETF 2.7 6 27 2.4 -4.9
HAPY Harbor Human Capital Factor Unconstrained ETF 2.7 50 -17 3.3 -4.0
IUSV iShares Core S&P US Value ETF 2.6 4 29 6.8 -0.5
FLLV Franklin U.S. Low Volatility ETF 2.6 29 4 5.7 -1.6
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 2.6 35 -2 5.2 -2.1
AFSM First Trust Active Factor Small Cap ETF 2.6 75 -42 7.7 +0.5
QLV FlexShares US Quality Low Volatility Index Fund 2.6 22 11 4.9 -2.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.6 39 -6 10.8 +3.5
BLES Inspire Global Hope ETF 2.6 61 -28 6.3 -1.0
FCLD Fidelity Cloud Computing ETF 2.6 39 -6 2.2 -5.1
IWM iShares Russell 2000 ETF 2.6 19 14 3.6 -3.7
VTWO Vanguard Russell 2000 ETF 2.6 10 23 3.8 -3.5
VEGN US Vegan Climate ETF 2.5 60 -27 4.4 -2.9
USXF iShares ESG Advanced MSCI USA ETF 2.5 10 23 4.8 -2.5
JHMM John Hancock Multifactor Mid Cap ETF 2.5 42 -9 6.5 -0.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.5 20 13 6.6 -0.7
TEMP JPMorgan Climate Change Solutions ETF 2.5 49 -16 4.9 -2.3
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.5 106 -73 2.8 -4.5
SMMD iShares Russell 2500 ETF 2.5 15 18 5.9 -1.4
SDIV Global X Superdividend ETF 2.4 58 -25 16.3 +9.0
HDUS Hartford Disciplined US Equity ETF 2.4 19 14 6.1 -1.2
PFI Invesco Dorsey Wright Financial Momentum ETF 2.4 60 -27 6.2 -1.1
IVE iShares S&P 500 Value ETF 2.4 18 15 6.6 -0.7
SPYV SPDR Portfolio S&P 500 Value ETF 2.4 4 29 6.7 -0.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.4 55 -22 4.1 -3.2
DIVB iShares Core Dividend ETF 2.4 5 28 7.9 +0.7
VOOV Vanguard S&P 500 Value ETF 2.4 10 23 5.5 -1.8
NULV Nuveen ESG Large-Cap Value ETF 2.4 26 7 7.2 -0.1
TMFM Motley Fool Mid-Cap Growth ETF 2.4 85 -52 3.0 -4.3
FMET Fidelity Metaverse ETF 2.3 39 -6 4.1 -3.2
FLV American Century Focused Large Cap Value ETF 2.3 42 -9 6.5 -0.8
XDAT Franklin Exponential Data ETF 2.3 50 -17 2.5 -4.8
FDRR Fidelity Dividend ETF for Rising Rates 2.3 15 18 7.0 -0.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.3 60 -27 6.8 -0.5
CHGX AXS Change Finance ESG ETF 2.2 49 -16 4.9 -2.4
FDLO Fidelity Low Volatility Factor ETF 2.2 15 18 5.4 -1.9
ADME Aptus Drawdown Managed Equity ETF 2.2 79 -46 4.3 -3.0
STXD Strive 1000 Dividend Growth ETF 2.2 35 -2 5.2 -2.1
GDIV Harbor Dividend Growth Leaders ETF 2.2 50 -17 6.0 -1.3
WCEO Hypatia Women CEO ETF 2.2 85 -52 5.7 -1.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.2 52 -19 6.5 -0.7
DEUS Xtrackers Russell US Multifactor ETF 2.2 17 16 6.9 -0.4
STXV Strive 1000 Value ETF 2.2 18 15 7.9 +0.7
AFLG First Trust Active Factor Large Cap ETF 2.1 55 -22 6.1 -1.2
MAGA Point Bridge America First ETF 2.1 72 -39 6.3 -0.9
ROUS Hartford Multifactor US Equity ETF 2.1 19 14 6.3 -1.0
FSST Fidelity Sustainable U.S. Equity ETF 2.0 59 -26 4.7 -2.6
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 -26 5.5 -1.8
VTV Vanguard Value ETF 2.0 4 29 7.0 -0.3
USMF WisdomTree U.S. Multifactor Fund 2.0 28 5 6.8 -0.5
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 8 5.5 -1.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.9 9 24 4.8 -2.5
RFFC ALPS Active Equity Opportunity ETF 1.9 48 -15 4.5 -2.8
EQWL Invesco S&P 100 Equal Weight ETF 1.9 25 8 6.5 -0.8
ONEO SPDR Russell 1000 Momentum Focus ETF 1.9 20 13 7.0 -0.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.9 15 18 4.7 -2.6
EZM WisdomTree U.S. MidCap Fund 1.9 38 -5 8.2 +0.9
CVAR Cultivar ETF 1.8 87 -54 7.1 -0.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.8 14 19 5.2 -2.1
YALL God Bless America ETF 1.8 65 -32 3.7 -3.6
DSI iShares MSCI KLD 400 Social ETF 1.8 25 8 4.9 -2.3
JEPI JPMorgan Equity Premium Income ETF 1.8 35 -2 5.2 -2.0
APUE ActivePassive U.S. Equity ETF 1.8 45 -12 4.9 -2.4
ESGV Vanguard ESG U.S. Stock ETF 1.8 9 24 4.8 -2.5
FVD First Trust Value Line Dividend Index Fund 1.8 65 -32 5.9 -1.4
PRF Invesco FTSE RAFI US 1000 ETF 1.8 39 -6 6.5 -0.8
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 21 5.4 -1.8
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 21 8.2 +1.0
SSLY Syntax Stratified SmallCap ETF 1.7 40 -7 7.3 +0.0
FLRG Fidelity U.S. Multifactor ETF 1.7 15 18 6.9 -0.4
DVND Touchstone Dividend Select ETF 1.7 67 -34 6.2 -1.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.7 35 -2 7.4 +0.1
BUYZ Franklin Disruptive Commerce ETF 1.7 50 -17 1.8 -5.5
FQAL Fidelity Quality Factor ETF 1.7 15 18 5.6 -1.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.7 50 -17 8.2 +1.0
GBUY Goldman Sachs Future Consumer Equity ETF 1.7 75 -42 2.9 -4.3
ISHP First Trust Nasdaq Retail ETF 1.7 60 -27 3.0 -4.2
NULG Nuveen ESG Large-Cap Growth ETF 1.7 26 7 4.1 -3.1
SUSL iShares ESG MSCI USA Leaders ETF 1.7 10 23 4.9 -2.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.6 20 13 4.5 -2.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.6 10 23 4.9 -2.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.6 65 -32 4.2 -3.1
VLUE iShares MSCI USA Value Factor ETF 1.6 15 18 10.6 +3.3
RECS Columbia Research Enhanced Core ETF 1.6 15 18 5.4 -1.8
ILCV iShares Morningstar Value ETF 1.6 4 29 6.6 -0.6
IWV iShares Russell 3000 ETF 1.6 20 13 4.8 -2.4
SSPY Syntax Stratified LargeCap ETF 1.6 30 3 6.4 -0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 30 5.0 -2.3
SCHB Schwab U.S. Broad Market ETF 1.6 3 30 5.0 -2.2
FVAL Fidelity Value Factor ETF 1.6 15 18 7.0 -0.3
VTI Vanguard Total Stock Market ETF 1.6 3 30 4.9 -2.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 8 5.5 -1.8
SMCP AlphaMark Actively Managed Small Cap ETF 1.6 90 -57 0.0 -7.3
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 21 4.7 -2.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.6 3 30 5.3 -2.0
VTHR Vanguard Russell 3000 ETF 1.6 10 23 4.9 -2.3
DEMZ Democratic Large Cap Core ETF 1.6 45 -12 4.0 -3.3
SIXL ETC 6 Meridian Low Beta Equity ETF 1.6 80 -47 5.0 -2.2
PRAY FIS Christian Stock Fund 1.6 69 -36 5.7 -1.5
IWB iShares Russell 1000 ETF 1.6 15 18 5.0 -2.3
FYT First Trust Small Cap Value AlphaDEX Fund 1.5 73 -40 11.5 +4.2
KRUZ Unusual Whales Subversive Republican Trading ETF 1.5 75 -42 4.7 -2.6
SCHK Schwab 1000 Index ETF 1.5 5 28 5.1 -2.2
IYY iShares Dow Jones U.S. ETF 1.5 20 13 4.9 -2.4
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 18 5.2 -2.1
QDIV Global X S&P 500 Quality Dividend ETF 1.5 20 13 8.8 +1.5
VONE Vanguard Russell 1000 ETF 1.5 8 25 5.0 -2.2
FAB First Trust Multi Cap Value AlphaDEX Fund 1.5 67 -34 9.4 +2.2
JHML John Hancock Multifactor Large Cap ETF 1.5 29 4 5.5 -1.8
JOET Virtus Terranova US Quality Momentum ETF 1.5 29 4 4.9 -2.4
XVV iShares ESG Screened S&P 500 ETF 1.5 8 25 4.9 -2.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.5 39 -6 4.1 -3.2
LRGF iShares U.S. Equity Factor ETF 1.5 8 25 5.8 -1.5
SCHX Schwab U.S. Large-Cap ETF 1.5 3 30 5.1 -2.2
FNK First Trust Mid Cap Value AlphaDEX Fund 1.5 70 -37 9.6 +2.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.5 20 13 4.9 -2.4
NULC Nuveen ESG Large-Cap ETF 1.5 21 12 5.4 -1.9
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 4 5.0 -2.3
VSLU Applied Finance Valuation Large Cap ETF 1.5 49 -16 5.8 -1.5
SHE SPDR MSCI USA Gender Diversity ETF 1.4 20 13 4.7 -2.5
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 30 5.1 -2.2
MILN Global X Millennial Consumer ETF 1.4 50 -17 2.3 -5.0
PBUS Invesco MSCI USA ETF 1.4 4 29 5.1 -2.2
RNLC First Trust Large Cap US Equity Select ETF 1.4 60 -27 6.0 -1.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 13 4.9 -2.4
GNR SPDR S&P Global Natural Resources ETF 1.4 40 -7 9.9 +2.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.4 2 31 5.1 -2.2
ESGU iShares ESG Aware MSCI USA ETF 1.4 15 18 5.0 -2.3
IWX iShares Russell Top 200 Value ETF 1.4 20 13 6.5 -0.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.4 80 -47 5.6 -1.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.4 29 4 9.1 +1.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 22 5.1 -2.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.4 60 -27 4.2 -3.1
VUSE Vident U.S. Equity Strategy ETF 1.4 50 -17 4.5 -2.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.4 15 18 6.7 -0.6
VLU SPDR S&P 1500 Value Tilt ETF 1.4 12 21 7.1 -0.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.4 7 26 5.0 -2.3
SPY SPDR S&P 500 ETF Trust 1.4 9 24 5.1 -2.2
IVV iShares Core S&P 500 ETF 1.4 3 30 5.1 -2.2
SPLG SPDR Portfolio S&P 500 ETF 1.4 2 31 5.1 -2.1
SFY SoFi Select 500 ETF 1.3 0 33 5.0 -2.3
VOO Vanguard S&P 500 ETF 1.3 3 30 5.1 -2.1
VV Vanguard Large-Cap ETF 1.3 4 29 5.0 -2.2
FNDB Schwab Fundamental US Broad Market Index ETF 1.3 25 8 6.8 -0.4
IGPT Invesco AI and Next Gen Software ETF 1.3 60 -27 3.4 -3.9
STRV Strive 500 ETF 1.3 5 28 5.0 -2.2
VOTE TCW Transform 500 ETF 1.3 5 28 5.0 -2.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.3 12 21 7.3 -0.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.3 7 26 5.0 -2.3
WLDR Affinity World Leaders Equity ETF 1.3 67 -34 8.4 +1.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.3 0 33 5.1 -2.2
PFM Invesco Dividend Achievers ETF 1.3 53 -20 5.6 -1.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.3 38 -5 6.8 -0.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.3 39 -6 9.1 +1.9
SNPE Xtrackers S&P 500 ESG ETF 1.3 10 23 5.1 -2.1
NUMG Nuveen ESG Mid-Cap Growth ETF 1.3 31 2 3.4 -3.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 21 4.9 -2.3
ILCG iShares Morningstar Growth ETF 1.3 4 29 3.8 -3.4
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 -3 4.6 -2.7
MGV Vanguard Mega Cap Value ETF 1.3 7 26 6.8 -0.5
FDMO Fidelity Momentum Factor ETF 1.2 15 18 3.4 -3.9
ACVF American Conservative Values ETF 1.2 75 -42 4.2 -3.1
FLQL Franklin LibertyQ U.S. Equity ETF 1.2 15 18 5.7 -1.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.2 70 -37 1.8 -5.5
VICE AdvisorShares Vice ETF 1.2 99 -66 6.5 -0.7
BJK VanEck Gaming ETF 1.2 65 -32 1.5 -5.8
STXG Strive 1000 Growth ETF 1.2 18 15 4.0 -3.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.2 75 -42 3.0 -4.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.2 39 -6 8.7 +1.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.2 75 -42 3.1 -4.2
FNX First Trust Mid Cap Core AlphaDEX Fund 1.2 60 -27 6.2 -1.1
RVRB Reverb ETF 1.2 30 3 4.8 -2.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.2 29 4 6.1 -1.2
RAFE PIMCO RAFI ESG U.S. ETF 1.1 29 4 6.9 -0.3
RFV Invesco S&P Midcap 400 Pure Value ETF 1.1 35 -2 9.3 +2.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.1 40 -7 3.8 -3.4
AIEQ AI Powered Equity ETF 1.1 75 -42 5.5 -1.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 24 5.3 -1.9
TOK iShares MSCI Kokusai ETF 1.1 26 7 5.2 -2.1
EES WisdomTree U.S. SmallCap Fund 1.1 38 -5 10.0 +2.7
SUSA iShares MSCI USA ESG Select ETF 1.0 25 8 5.1 -2.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.0 46 -13 9.6 +2.4
FNDX Schwab Fundamental US Large Co. Index ETF 1.0 25 8 6.9 -0.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.0 30 3 4.5 -2.8
SPGP Invesco S&P 500 GARP ETF 1.0 34 -1 8.6 +1.3
AUSF Global X Adaptive U.S. Factor ETF 1.0 27 6 7.6 +0.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.0 30 3 7.7 +0.5
WTV WisdomTree US Value Fund of Benef Interest 1.0 12 21 8.6 +1.4
URTH iShares MSCI World ETF 1.0 24 9 5.3 -2.0
QVML Invesco S&P 500 QVM Multi-factor ETF 1.0 11 22 5.0 -2.2
VT Vanguard Total World Stock ETF 1.0 7 26 5.0 -2.3
OALC OneAscent Large Cap Core ETF 1.0 86 -53 5.8 -1.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.0 30 3 10.7 +3.5
FTA First Trust Large Cap Value AlphaDEX Fund 1.0 59 -26 8.3 +1.1
DBLV AdvisorShares DoubleLine Value Equity ETF 1.0 90 -57 8.0 +0.7
IWP iShares Russell Mid-Cap Growth ETF 0.9 23 10 3.6 -3.7
XT iShares Exponential Technologies ETF 0.9 46 -13 3.7 -3.6
TMFS Motley Fool Small-Cap Growth ETF 0.9 85 -52 2.9 -4.4
GLRY Inspire Faithward Mid Cap Momentum ETF 0.9 80 -47 8.1 +0.9
NTZG Nuveen Global Net Zero Transition ETF 0.9 56 -23 4.9 -2.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.9 32 1 4.9 -2.3
ACWI iShares MSCI ACWI ETF 0.9 32 1 5.4 -1.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 24 5.5 -1.8
ZECP Zacks Earnings Consistent Portfolio ETF 0.9 55 -22 4.8 -2.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 8 5.9 -1.4
MGC Vanguard Mega Cap ETF 0.9 7 26 4.9 -2.4
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 8 5.8 -1.5
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 -27 4.4 -2.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 13 5.4 -1.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.9 9 24 5.6 -1.7
VUG Vanguard Growth ETF 0.9 4 29 4.0 -3.3
CHAT Roundhill Generative AI & Technology ETF 0.9 75 -42 2.6 -4.7
AGNG Global X Aging Population ETF 0.9 50 -17 3.9 -3.4
RWK Invesco S&P MidCap 400 Revenue ETF 0.9 39 -6 8.5 +1.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.9 45 -12 4.4 -2.8
IWL iShares Russell Top 200 ETF 0.8 15 18 4.8 -2.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.8 12 21 4.3 -3.0
JAVA JPMorgan Active Value ETF 0.8 44 -11 6.6 -0.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.8 49 -16 4.8 -2.5
ROSC Hartford Multifactor Small Cap ETF 0.8 34 -1 9.8 +2.5
DGT SPDR Global Dow ETF 0.8 50 -17 6.6 -0.7
WOMN Impact Shares YWCA Women's Empowerment ETF 0.8 75 -42 4.6 -2.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.8 35 -2 7.0 -0.3
HLGE Hartford Longevity Economy ETF 0.8 44 -11 6.4 -0.9
EPS WisdomTree U.S. LargeCap Fund 0.8 8 25 6.2 -1.1
FDWM Fidelity Women's Leadership ETF 0.7 59 -26 4.7 -2.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.7 19 14 6.4 -0.9
HLAL Wahed FTSE USA Shariah ETF 0.7 50 -17 4.8 -2.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.7 42 -9 4.9 -2.3
MGMT Ballast Small/Mid Cap ETF 0.7 110 -77 7.7 +0.5
CSD Invesco S&P Spin-Off ETF 0.7 65 -32 7.8 +0.5
GDEF Goldman Sachs Defensive Equity ETF 0.7 55 -22 4.3 -3.0
FBCV Fidelity Blue Chip Value ETF 0.7 59 -26 7.0 -0.3
GSPY Gotham Enhanced 500 ETF 0.7 50 -17 5.2 -2.1
MGK Vanguard Mega Cap Growth ETF 0.7 7 26 4.0 -3.3
IUSG iShares Core S&P U.S. Growth ETF 0.6 4 29 4.4 -2.9
TMFC Motley Fool 100 Index ETF 0.6 50 -17 3.7 -3.6
SVAL iShares US Small Cap Value Factor ETF 0.6 20 13 11.3 +4.0
XMHQ Invesco S&P MidCap Quality ETF 0.6 25 8 6.5 -0.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.6 70 -37 4.9 -2.4
CSMD Congress SMid Growth ETF 0.6 69 -36 3.8 -3.4
HKND Humankind US Stock ETF 0.6 11 22 6.7 -0.6
HAP VanEck Natural Resources ETF 0.6 50 -17 8.9 +1.6
IWF iShares Russell 1000 Growth ETF 0.6 19 14 4.4 -2.9
VONG Vanguard Russell 1000 Growth ETF 0.6 8 25 4.5 -2.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.6 18 15 4.0 -3.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.5 25 8 11.2 +4.0
SNPG Xtrackers S&P 500 Growth ESG ETF 0.5 15 18 4.7 -2.6
QUS SPDR MSCI USA StrategicFactors ETF 0.5 15 18 5.9 -1.4
WDIV SPDR S&P Global Dividend ETF 0.5 40 -7 9.6 +2.3
IWY iShares Russell Top 200 Growth ETF 0.5 20 13 4.5 -2.8
SQEW LeaderShares Equity Skew ETF 0.5 81 -48 5.9 -1.3
FPX First Trust US Equity Opportunities ETF 0.5 61 -28 0.6 -6.7
FMIL Fidelity New Millennium ETF 0.5 59 -26 3.9 -3.3
IVW iShares S&P 500 Growth ETF 0.5 18 15 4.2 -3.1
SPYG SPDR Portfolio S&P 500 Growth ETF 0.5 4 29 4.3 -3.0
KRMA Global X Conscious Companies ETF 0.5 43 -10 5.6 -1.7
VOOG Vanguard S&P 500 Growth ETF 0.5 10 23 5.1 -2.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.5 35 -2 10.1 +2.9
QGRW WisdomTree U.S. Quality Growth Fund 0.5 28 5 4.3 -3.0
OEF iShares S&P 100 ETF 0.5 20 13 4.8 -2.5
BUZZ VanEck Social Sentiment ETF 0.5 75 -42 0.1 -7.1
GINN Goldman Sachs Innovate Equity ETF 0.4 52 -19 2.8 -4.5
MTUM iShares MSCI USA Momentum Factor ETF 0.4 15 18 3.4 -3.8
RWL Invesco S&P 500 Revenue ETF 0.4 39 -6 6.5 -0.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -27 0.9 -6.3
XSMO Invesco S&P SmallCap Momentum ETF 0.4 39 -6 7.2 -0.1
TMFX Motley Fool Next Index ETF 0.4 50 -17 3.2 -4.1
USVT US Value ETF 0.4 49 -16 11.4 +4.1
SIXS ETC 6 Meridian Small Cap Equity ETF 0.4 89 -56 8.8 +1.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.4 60 -27 5.4 -1.8
GLOF iShares Global Equity Factor ETF 0.4 20 13 7.1 -0.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.4 75 -42 6.5 -0.8
IOO iShares Global 100 ETF 0.4 41 -8 4.7 -2.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.4 35 -2 5.5 -1.8
IUS Invesco RAFI Strategic US ETF 0.3 19 14 7.1 -0.2
NANC Unusual Whales Subversive Democratic Trading ETF 0.3 75 -42 3.7 -3.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.3 75 -42 4.5 -2.7
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 3 5.9 -1.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 12 3.6 -3.6
DGRW WisdomTree US Quality Dividend Growth Fund 0.3 28 5 6.0 -1.3
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 0.3 60 -27 7.8 +0.6
IWO iShares Russell 2000 Growth ETF 0.3 24 9 1.4 -5.9
VTWG Vanguard Russell 2000 Growth ETF 0.3 15 18 1.7 -5.6
IWC iShares Micro-Cap ETF 0.3 60 -27 -4.1 -11.4
IEDI iShares U.S. Consumer Focused ETF 0.2 18 15 4.6 -2.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.2 36 -3 11.0 +3.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.2 60 -27 6.7 -0.6
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 15 4.0 -3.3
PKW Invesco Buyback Achievers ETF 0.2 62 -29 8.0 +0.7
SPMO Invesco S&P 500 Momentum ETF 0.2 13 20 4.0 -3.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.1 30 3 7.4 +0.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 8 5.9 -1.4
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -27 8.1 +0.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.1 60 -27 5.9 -1.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 29 4.0 -3.2
TEQI T. Rowe Price Equity Income ETF 0.0 54 -21 4.1 -3.2
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -17 4.8 -2.5
AVSC Avantis U.S Small Cap Equity ETF 0.0 25 8 5.2 -2.1

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

OVERWEIGHT

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.3 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 33 bp
Equals: ALTAR Score 7.3 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.59 CATEGORY
AVERAGE
1.55
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.