Columbia Research Enhanced Real Estate ETF
ALTAR
Score™		 7.5% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 14.4x P/Sales
ratio		 5.2x
P/BV
ratio		 2.1x Div.
yield		 4.3%


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

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

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 73
Wgt avg mkt cap (mns) $31,762
Large cap (>$10bn) 73.9%
Mid cap ($2-10bn) 23.2%
Small cap (<$2bn) 2.9%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
AMERICAN TOWER CORP-CL A 11.3 %
SIMON PROPERTY GROUP INC 7.5 %
CROWN CASTLE INTL CORP 7.2 %
EQUINIX INC 6.8 %
REALTY INCOME CORP 5.9 %
DIGITAL REALTY TRUST INC 5.8 %
AVALONBAY COMMUNITIES INC 3.4 %
MID-AMERICA APARTMENT COMM 3.3 %
INVITATION HOMES, INC. 3.2 %
IRON MOUNTAIN INC 3.1 %
Total 57.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.2 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-3.1% -- -- -- 4.5%

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

Technical Indicators
Recent close $21.43
30d moving avg. $20.85
Annualized volatility 0.0%
Short interest (ETF) 0.0%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 0
Turnover 0.0%
Bid/Ask (% of price) 0.39%
ADV underlying (mns) $9,291

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 514 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™: 7.5%


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 58.0 7 26 6.9 -0.5
DFAR Dimensional US Real Estate ETF 56.4 19 14 6.7 -0.7
ICF iShares Cohen & Steers REIT ETF 54.5 33 0 6.2 -1.3
FREL Fidelity MSCI Real Estate Index ETF 54.0 8 25 6.6 -0.8
VNQ Vanguard Real Estate ETF 53.7 12 21 6.6 -0.8
IYR iShares U.S. Real Estate ETF 52.8 40 -7 6.5 -1.0
XLRE Real Estate Select Sector SPDR Fund 52.0 9 24 6.4 -1.1
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 49.8 11 22 6.8 -0.7
USRT iShares Core U.S. REIT ETF 49.7 8 25 6.8 -0.6
FRI First Trust S&P REIT Index Fund 47.9 50 -17 6.4 -1.1
RWR SPDR Dow Jones REIT ETF 47.8 25 8 6.5 -0.9
PSR Invesco Active U.S. Real Estate Fund 44.6 35 -2 6.6 -0.9
REAI Intelligent Real Estate ETF 44.3 59 -26 7.5 +0.1
FPRO Fidelity Real Estate Investment ETF 42.4 59 -26 5.4 -2.0
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 42.2 40 -7 6.6 -0.9
DFGR Dimensional Global Real Estate ETF 41.9 22 11 6.5 -1.0
GQRE FlexShares Global Quality Real Estate Index Fund 40.9 45 -12 6.5 -1.0
AVRE Avantis Real Estate ETF 38.7 17 16 6.1 -1.3
ROOF IQ CBRE NextGen Real Estate ETF 35.7 60 -27 7.0 -0.5
REET iShares Global REIT ETF 35.6 14 19 6.6 -0.9
IVRA Invesco Real Assets ESG ETF 35.4 59 -26 6.4 -1.0
RWO SPDR Dow Jones Global Real Estate ETF 35.3 50 -17 6.3 -1.2
SRVR Pacer Data & Infrastructure Real Estate ETF 34.3 55 -22 2.0 -5.4
DTCR Global X Data Center & Digital Infrastructure ETF 33.8 50 -17 2.7 -4.8
PPTY US Diversified Real Estate ETF 33.2 53 -20 6.1 -1.3
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 32.9 41 -8 11.8 +4.3
JPRE JPMorgan Realty Income ETF 32.8 50 -17 5.7 -1.7
BYRE Principal Real Estate Active Opportunities ETF 32.0 65 -32 5.6 -1.9
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 31.7 60 -27 3.6 -3.9
ERET iShares Environmentally Aware Real Estate ETF 30.4 30 3 6.7 -0.7
WTRE WisdomTree New Economy Real Estate Fund 29.3 58 -25 4.8 -2.6
RDOG ALPS REIT Dividend Dogs ETF 24.0 35 -2 16.2 +8.7
IQRA IQ CBRE Real Assets ETF 22.9 65 -32 5.5 -1.9
RITA ETFB Green SRI REITs ETF 21.2 50 -17 5.1 -2.3
REZ iShares Residential and Multisector Real Estate ETF 20.8 48 -15 5.7 -1.7
NURE Nuveen Short-Term REIT ETF 20.5 35 -2 5.7 -1.8
SPRE SP Funds S&P Global REIT Sharia ETF 19.0 55 -22 4.8 -2.7
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 18.8 75 -42 4.6 -2.8
JRE Janus Henderson U.S. Real Estate ETF 18.6 65 -32 5.8 -1.7
RIET Hoya Capital High Dividend Yield ETF 17.4 50 -17 12.2 +4.7
BLDG Cambria Global Real Estate ETF 17.0 60 -27 9.5 +2.0
ICAP InfraCap Equity Income Fund ETF 14.0 171 -138 6.5 -1.0
HAUS Residential REIT ETF 13.8 60 -27 5.2 -2.3
BLLD JPMorgan Sustainable Infrastructure ETF 13.5 49 -16 5.6 -1.8
VRAI Virtus Real Asset Income ETF 13.5 55 -22 8.3 +0.8
NETL NETLease Corporate Real Estate ETF 12.1 60 -27 8.4 +1.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 11.7 7 26 8.8 +1.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 10.1 60 -27 6.9 -0.6
HOMZ Hoya Capital Housing ETF 10.1 30 3 7.3 -0.2
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 9.7 46 -13 5.4 -2.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 9.7 80 -47 6.2 -1.2
XMLV Invesco S&P MidCap Low Volatility ETF 9.2 25 8 6.6 -0.8
TXS Texas Capital Texas Equity Index ETF 8.8 49 -16 5.3 -2.2
KBWY Invesco KBW Premium Yield Equity REIT ETF 8.7 35 -2 13.2 +5.8
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 8.4 69 -36 8.6 +1.2
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.4 60 -27 8.4 +1.0
PSCF Invesco S&P SmallCap Financials ETF 7.9 29 4 8.9 +1.5
ERTH Invesco MSCI Sustainable Future ETF 7.1 62 -29 3.2 -4.2
SDG iShares MSCI Global Sustainable Development Goals ETF 7.0 49 -16 5.6 -1.9
TMFG Motley Fool Global Opportunities ETF 6.9 85 -52 3.4 -4.1
BWEB Bitwise Web3 ETF 6.8 85 -52 0.9 -6.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.6 24 9 7.7 +0.3
SPDV AAM S&P 500 High Dividend Value ETF 6.6 29 4 10.1 +2.7
CVY Invesco Zacks Multi-Asset Income ETF 6.4 106 -73 11.4 +3.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 6.4 30 3 8.5 +1.0
FCLD Fidelity Cloud Computing ETF 6.4 39 -6 3.3 -4.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.4 60 -27 5.4 -2.0
NXTG First Trust Indxx NextG ETF 6.3 70 -37 5.9 -1.6
XDAT Franklin Exponential Data ETF 6.1 50 -17 3.0 -4.4
KNCT Invesco Next Gen Connectivity ETF 6.1 40 -7 5.7 -1.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 6.0 29 4 6.8 -0.6
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 6.0 12 21 5.6 -1.9
NUDV Nuveen ESG Dividend ETF 5.9 26 7 7.3 -0.1
IJJ iShares S&P Mid-Cap 400 Value ETF 5.8 18 15 7.6 +0.1
IDAT iShares Future Cloud 5G and Tech ETF 5.8 47 -14 4.4 -3.1
DEW WisdomTree Global High Dividend Fund 5.7 58 -25 8.7 +1.2
BEDZ AdvisorShares Hotel ETF 5.7 100 -67 1.8 -5.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.7 15 18 7.7 +0.2
AFMC First Trust Active Factor Mid Cap ETF 5.7 65 -32 7.2 -0.3
MDYV SPDR S&P 400 Mid Cap Value ETF 5.7 15 18 7.6 +0.2
IWS iShares Russell Mid-Cap Value ETF 5.6 23 10 6.5 -1.0
UDI USCF Dividend Income Fund 5.6 65 -32 7.4 -0.1
NUMV Nuveen ESG Mid-Cap Value ETF 5.6 31 2 7.0 -0.4
ONEY SPDR Russell 1000 Yield Focus ETF 5.6 20 13 9.9 +2.4
DES WisdomTree U.S. SmallCap Dividend Fund 5.6 38 -5 7.1 -0.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 5.5 27 6 7.5 +0.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.4 18 15 7.4 -0.0
IWN iShares Russell 2000 Value ETF 5.3 24 9 5.1 -2.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.3 56 -23 6.2 -1.2
EQAL Invesco Russell 1000 Equal Weight ETF 5.3 20 13 5.8 -1.7
FNDA Schwab Fundamental US Small Co. Index ETF 5.3 25 8 6.2 -1.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 5.2 24 9 7.3 -0.2
XJH iShares ESG Screened S&P Mid-Cap ETF 5.2 12 21 6.6 -0.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 5.2 65 -32 5.1 -2.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.1 15 18 6.9 -0.5
SRET Global X SuperDividend REIT ETF 5.0 59 -26 9.5 +2.1
VTWV Vanguard Russell 2000 Value ETF 5.0 15 18 5.0 -2.5
VBR Vanguard Small Cap Value ETF 4.9 7 26 7.8 +0.4
ISMD Inspire Small/Mid Cap ETF 4.9 54 -21 5.6 -1.9
XJR iShares ESG Screened S&P Small-Cap ETF 4.9 12 21 7.1 -0.3
FDCF Fidelity Disruptive Communications ETF 4.9 50 -17 2.7 -4.7
IMCV iShares Morningstar Mid-Cap Value ETF 4.9 6 27 8.1 +0.6
SMLF iShares U.S. SmallCap Equity Factor ETF 4.8 15 18 5.4 -2.1
FDVV Fidelity High Dividend ETF 4.8 15 18 9.0 +1.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.8 47 -14 5.7 -1.8
ULVM VictoryShares US Value Momentum ETF 4.7 20 13 7.5 +0.0
IJH iShares Core S&P Mid-Cap ETF 4.7 5 28 6.6 -0.8
MDY SPDR S&P Midcap 400 ETF Trust 4.7 23 10 6.5 -1.0
FMET Fidelity Metaverse ETF 4.7 39 -6 5.1 -2.4
IVOO Vanguard S&P Mid-Cap 400 ETF 4.7 10 23 6.6 -0.8
DON WisdomTree U.S. MidCap Dividend Fund 4.7 38 -5 8.3 +0.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.6 15 18 8.5 +1.0
CLOU Global X Cloud Computing ETF 4.6 68 -35 2.1 -5.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4.6 3 30 6.7 -0.8
IWR iShares Russell Midcap ETF 4.6 19 14 5.6 -1.8
IJS iShares S&P Small-Cap 600 Value ETF 4.6 18 15 8.4 +0.9
ESIX SPDR S&P SmallCap 600 ESG ETF 4.5 12 21 7.6 +0.1
SLYV SPDR S&P 600 Small Cap Value ETF 4.5 15 18 8.4 +0.9
DIP BTD Capital Fund 4.5 129 -96 6.2 -1.2
VOE Vanguard Mid-Cap Value ETF 4.5 7 26 7.3 -0.2
FSMD Fidelity Small-Mid Multifactor ETF 4.5 15 18 7.1 -0.3
ISCV iShares Morningstar Small Cap Value ETF 4.4 6 27 7.6 +0.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.4 10 23 4.7 -2.8
POWA Invesco Bloomberg Pricing Power ETF 4.4 40 -7 5.6 -1.9
INDS Pacer Industrial Real Estate ETF 4.4 55 -22 5.5 -2.0
IJR iShares Core S&P Small Cap ETF 4.4 6 27 7.4 -0.1
VIOO Vanguard S&P Small-Cap 600 ETF 4.3 10 23 7.4 -0.1
BKSE BNY Mellon US Small Cap Core Equity ETF 4.3 4 29 5.1 -2.4
IGPT Invesco AI and Next Gen Software ETF 4.3 60 -27 4.3 -3.2
BIBL Inspire 100 ETF 4.3 35 -2 5.1 -2.3
CRUZ Defiance Hotel Airline and Cruise ETF 4.3 45 -12 -5.1 -12.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.3 10 23 4.6 -2.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 4.3 15 18 6.2 -1.2
XSLV Invesco S&P SmallCap Low Volatility ETF 4.3 25 8 6.7 -0.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 4.2 3 30 7.4 -0.1
STXK Strive Small-Cap ETF 4.2 18 15 5.0 -2.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 4.2 15 18 7.6 +0.2
MILN Global X Millennial Consumer ETF 4.2 50 -17 3.1 -4.4
CZA Invesco Zacks Mid-Cap ETF 4.2 72 -39 6.4 -1.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.1 15 18 6.9 -0.5
SCAP InfraCap Small Cap Income ETF 4.1 135 -102 8.0 +0.5
MBCC Monarch Blue Chips Core ETF 4.1 125 -92 3.6 -3.9
FIVG Defiance Next Gen Connectivity ETF 4.0 30 3 6.1 -1.3
AIEQ AI Powered Equity ETF 4.0 75 -42 3.4 -4.1
IMCB iShares Morningstar Mid-Cap ETF 4.0 4 29 6.2 -1.2
VO Vanguard Mid-Cap ETF 3.9 4 29 5.9 -1.6
FLDZ RiverNorth Patriot ETF 3.9 75 -42 5.6 -1.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.9 9 24 3.9 -3.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.8 29 4 8.3 +0.8
JHSC John Hancock Multifactor Small Cap ETF 3.8 42 -9 6.8 -0.6
VB Vanguard Small-Cap ETF 3.8 5 28 5.2 -2.3
ISCB iShares Morningstar Small-Cap ETF 3.8 4 29 5.1 -2.4
RNSC Furst Trust Small Cap US Equity Select ETF 3.7 60 -27 7.0 -0.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.7 7 26 5.6 -1.9
NUSC Nuveen ESG Small-Cap ETF 3.7 31 2 5.1 -2.3
YLDE ClearBridge Dividend Strategy ESG ETF 3.7 60 -27 5.3 -2.1
IJK iShares S&P Mid-Cap 400 Growth ETF 3.7 17 16 5.8 -1.7
REVS Columbia Research Enhanced Value ETF 3.7 19 14 7.6 +0.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.7 15 18 5.8 -1.6
FMDE Fidelity Enhanced Mid Cap ETF 3.7 23 10 6.3 -1.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.6 15 18 5.8 -1.7
SCHA Schwab U.S. Small-Cap ETF 3.6 4 29 4.5 -2.9
FUNL CornerCap Fundametrics Large-Cap ETF 3.5 50 -17 7.0 -0.4
DIVL Madison Dividend Value ETF 3.5 65 -32 5.7 -1.8
CUT Invesco MSCI Global Timber ETF 3.4 61 -28 8.2 +0.8
WOOD iShares Global Timber & Forestry ETF 3.4 42 -9 9.4 +2.0
PSC Principal U.S. Small-Cap ETF 3.4 38 -5 6.1 -1.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.4 25 8 7.5 +0.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.4 20 13 6.1 -1.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.4 17 16 5.2 -2.3
HAPY Harbor Human Capital Factor Unconstrained ETF 3.4 50 -17 4.7 -2.7
SMDY Syntax Stratified MidCap ETF 3.4 35 -2 5.6 -1.8
SDY SPDR S&P Dividend ETF 3.3 35 -2 6.1 -1.4
SCHM Schwab U.S. Mid-Cap ETF 3.3 4 29 6.3 -1.2
IJT iShares S&P Small-Cap 600 Growth ETF 3.3 18 15 6.3 -1.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.3 39 -6 8.5 +1.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.2 4 29 5.9 -1.5
QDF FlexShares Quality Dividend Index Fund 3.2 37 -4 4.5 -3.0
VOT Vanguard Mid-Cap Growth ETF 3.2 7 26 4.2 -3.2
SIZE iShares MSCI USA Size Factor ETF 3.2 15 18 6.0 -1.5
EVUS iShares ESG Aware MSCI USA Value ETF 3.2 18 15 6.6 -0.8
SLYG SPDR S&P 600 Small Cap Growth ETF 3.2 15 18 6.3 -1.2
ISCG iShares Morningstar Small-Cap Growth ETF 3.1 6 27 2.4 -5.0
EUSA iShares MSCI USA Equal Weighted ETF 3.1 9 24 6.0 -1.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.1 15 18 6.4 -1.0
IMCG iShares Morningstar Mid-Cap Growth ETF 3.1 6 27 4.4 -3.0
VXF Vanguard Extended Market ETF 3.1 6 27 4.0 -3.5
RSP Invesco S&P 500 Equal Weight ETF 3.1 20 13 6.2 -1.3
FYX First Trust Small Cap Core AlphaDEX Fund 3.1 61 -28 5.8 -1.6
GLRY Inspire Faithward Mid Cap Momentum ETF 3.0 80 -47 7.9 +0.5
RSSL Global X Russell 2000 ETF 3.0 8 25 3.0 -4.5
MDLV Morgan Dempsey Large Cap Value ETF 3.0 58 -25 8.2 +0.8
HDUS Hartford Disciplined US Equity ETF 3.0 19 14 6.2 -1.3
IWM iShares Russell 2000 ETF 3.0 19 14 3.4 -4.1
FYC First Trust Small Cap Growth AlphaDEX Fund 3.0 71 -38 1.0 -6.5
FCPI Fidelity Stocks for Inflation ETF 3.0 15 18 8.6 +1.1
DIV Global X SuperDividend US ETF 2.9 45 -12 7.8 +0.4
TEMP JPMorgan Climate Change Solutions ETF 2.9 49 -16 5.3 -2.2
PY Principal Value ETF 2.9 15 18 7.4 -0.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 24 6.1 -1.4
SDIV Global X Superdividend ETF 2.9 58 -25 15.0 +7.6
VTWO Vanguard Russell 2000 ETF 2.9 10 23 3.3 -4.1
OSCV Opus Small Cap Value ETF 2.8 79 -46 6.0 -1.5
DHS WisdomTree U.S. High Dividend Fund 2.7 38 -5 8.1 +0.6
QDEF FlexShares Quality Dividend Defensive Index Fund 2.7 37 -4 4.3 -3.2
PTL Inspire 500 ETF 2.7 9 24 5.8 -1.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.7 20 13 6.1 -1.4
JRNY ALPS Global Travel Beneficiaries ETF 2.6 65 -32 -1.2 -8.7
JHDV John Hancock U.S. High Dividend ETF 2.6 34 -1 6.4 -1.0
SFYX SoFi Next 500 ETF 2.6 0 33 5.0 -2.4
JAVA JPMorgan Active Value ETF 2.6 44 -11 6.1 -1.3
DEMZ Democratic Large Cap Core ETF 2.6 45 -12 4.3 -3.2
TMFM Motley Fool Mid-Cap Growth ETF 2.6 85 -52 3.0 -4.4
USXF iShares ESG Advanced MSCI USA ETF 2.6 10 23 5.4 -2.1
PFI Invesco Dorsey Wright Financial Momentum ETF 2.5 60 -27 5.5 -1.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.5 64 -31 2.2 -5.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.5 20 13 7.9 +0.4
FTRI First Trust Indxx Global Natural Resources Income ETF 2.5 70 -37 10.0 +2.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.5 40 -7 4.3 -3.2
DTD WisdomTree U.S. Total Dividend Fund 2.5 28 5 6.3 -1.2
FTC First Trust Large Cap Growth AlphaDEX Fund 2.5 59 -26 2.9 -4.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.4 15 18 6.9 -0.5
ABEQ Absolute Select Value ETF 2.4 85 -52 4.6 -2.9
DLN WisdomTree U.S. LargeCap Dividend Fund 2.4 28 5 6.1 -1.4
SSLY Syntax Stratified SmallCap ETF 2.4 40 -7 7.0 -0.5
EZM WisdomTree U.S. MidCap Fund 2.4 38 -5 7.8 +0.4
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.4 60 -27 4.8 -2.7
VBK Vanguard Small-Cap Growth ETF 2.4 7 26 1.4 -6.0
SCHV Schwab U.S. Large-Cap Value ETF 2.4 4 29 6.6 -0.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.4 10 23 5.5 -2.0
AFSM First Trust Active Factor Small Cap ETF 2.3 75 -42 6.7 -0.7
FYT First Trust Small Cap Value AlphaDEX Fund 2.3 73 -40 9.9 +2.4
SMMD iShares Russell 2500 ETF 2.3 15 18 5.8 -1.7
IWD iShares Russell 1000 Value ETF 2.3 19 14 6.5 -1.0
VONV Vanguard Russell 1000 Value ETF 2.3 8 25 6.6 -0.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.3 39 -6 4.3 -3.2
JHMM John Hancock Multifactor Mid Cap ETF 2.3 42 -9 6.5 -1.0
IUSV iShares Core S&P US Value ETF 2.2 4 29 6.7 -0.7
BLES Inspire Global Hope ETF 2.2 61 -28 6.4 -1.1
GDVD R3 Global Dividend Growth ETF 2.2 88 -55 5.6 -1.9
SIXL ETC 6 Meridian Low Beta Equity ETF 2.2 80 -47 4.6 -2.9
CVAR Cultivar ETF 2.1 87 -54 7.2 -0.3
QLC FlexShares US Quality Large Cap Index Fund 2.1 25 8 5.6 -1.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.1 35 -2 6.8 -0.7
VLUE iShares MSCI USA Value Factor ETF 2.1 15 18 10.6 +3.1
VEGN US Vegan Climate ETF 2.1 60 -27 4.8 -2.6
CHGX AXS Change Finance ESG ETF 2.1 49 -16 5.1 -2.4
DEUS Xtrackers Russell US Multifactor ETF 2.1 17 16 7.1 -0.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.1 39 -6 8.6 +1.2
BGIG Bahl & Gaynor Income Growth ETF 2.0 45 -12 5.2 -2.2
NULV Nuveen ESG Large-Cap Value ETF 2.0 26 7 6.9 -0.5
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 8 6.7 -0.8
IVE iShares S&P 500 Value ETF 2.0 18 15 6.5 -0.9
SPYV SPDR Portfolio S&P 500 Value ETF 2.0 4 29 6.7 -0.8
RECS Columbia Research Enhanced Core ETF 2.0 15 18 5.6 -1.8
VOOV Vanguard S&P 500 Value ETF 2.0 10 23 6.6 -0.9
SPHB Invesco S&P 500 High Beta ETF 2.0 25 8 4.0 -3.5
PRF Invesco FTSE RAFI US 1000 ETF 2.0 39 -6 7.1 -0.3
AFLG First Trust Active Factor Large Cap ETF 1.9 55 -22 6.2 -1.2
DIVB iShares Core Dividend ETF 1.9 5 28 7.8 +0.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.9 70 -37 2.2 -5.2
STXV Strive 1000 Value ETF 1.9 18 15 7.7 +0.3
ROSC Hartford Multifactor Small Cap ETF 1.9 34 -1 8.5 +1.1
SSPY Syntax Stratified LargeCap ETF 1.9 30 3 6.6 -0.9
STXD Strive 1000 Dividend Growth ETF 1.9 35 -2 5.1 -2.3
FELV Fidelity Enhanced Large Cap Value ETF 1.9 18 15 6.5 -1.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.8 30 3 8.0 +0.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.8 52 -19 5.6 -1.9
NULC Nuveen ESG Large-Cap ETF 1.8 21 12 5.7 -1.8
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 1.8 35 -2 5.0 -2.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.8 55 -22 4.2 -3.3
SUSA iShares MSCI USA ESG Select ETF 1.8 25 8 5.3 -2.2
ESGV Vanguard ESG U.S. Stock ETF 1.8 9 24 5.1 -2.3
WDIV SPDR S&P Global Dividend ETF 1.8 40 -7 9.6 +2.1
KONG Formidable Fortress ETF 1.7 89 -56 5.8 -1.6
VICE AdvisorShares Vice ETF 1.7 99 -66 5.4 -2.0
BJK VanEck Gaming ETF 1.7 65 -32 1.9 -5.6
DVND Touchstone Dividend Select ETF 1.7 67 -34 6.0 -1.4
DSI iShares MSCI KLD 400 Social ETF 1.7 25 8 5.3 -2.2
LRGE ClearBridge Large Cap Growth ESG ETF 1.7 59 -26 3.7 -3.8
INCE Franklin Income Equity Focus ETF 1.7 29 4 5.7 -1.7
FNX First Trust Mid Cap Core AlphaDEX Fund 1.7 60 -27 6.9 -0.6
VLU SPDR S&P 1500 Value Tilt ETF 1.7 12 21 7.1 -0.3
SPXT ProShares S&P 500 Ex-Technology ETF 1.7 9 24 5.6 -1.9
ESGU iShares ESG Aware MSCI USA ETF 1.7 15 18 5.3 -2.2
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 21 8.2 +0.8
SNPV Xtrackers S&P 500 Value ESG ETF 1.7 15 18 6.6 -0.8
JEPI JPMorgan Equity Premium Income ETF 1.6 35 -2 5.4 -2.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.6 50 -17 7.7 +0.3
FNK First Trust Mid Cap Value AlphaDEX Fund 1.6 70 -37 10.4 +3.0
GBUY Goldman Sachs Future Consumer Equity ETF 1.6 75 -42 3.7 -3.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.6 9 24 4.9 -2.5
FDLO Fidelity Low Volatility Factor ETF 1.6 15 18 5.4 -2.1
KRUZ Unusual Whales Subversive Republican Trading ETF 1.6 75 -42 5.7 -1.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.5 35 -2 6.0 -1.5
VTI Vanguard Total Stock Market ETF 1.5 3 30 5.1 -2.4
VTHR Vanguard Russell 3000 ETF 1.5 10 23 5.1 -2.3
ETHO Etho Climate Leadership U.S. ETF 1.5 47 -14 3.5 -3.9
VTV Vanguard Value ETF 1.5 4 29 6.8 -0.7
RFV Invesco S&P Midcap 400 Pure Value ETF 1.5 35 -2 8.5 +1.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.5 25 8 5.6 -1.9
CACG ClearBridge All Cap Growth ESG ETF 1.5 54 -21 3.6 -3.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.5 39 -6 8.9 +1.4
ONEO SPDR Russell 1000 Momentum Focus ETF 1.5 20 13 7.2 -0.3
SHE SPDR MSCI USA Gender Diversity ETF 1.4 20 13 5.0 -2.5
FDMO Fidelity Momentum Factor ETF 1.4 15 18 4.3 -3.2
VONE Vanguard Russell 1000 ETF 1.4 8 25 5.3 -2.2
SCHB Schwab U.S. Broad Market ETF 1.4 3 30 5.2 -2.3
USMF WisdomTree U.S. Multifactor Fund 1.4 28 5 7.6 +0.1
IWV iShares Russell 3000 ETF 1.4 20 13 5.0 -2.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.4 3 30 5.1 -2.4
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 7.0 -0.5
MAGA Point Bridge America First ETF 1.4 72 -39 6.4 -1.1
FAB First Trust Multi Cap Value AlphaDEX Fund 1.4 67 -34 9.2 +1.8
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.4 3 30 5.4 -2.1
ILCV iShares Morningstar Value ETF 1.4 4 29 6.4 -1.0
QLV FlexShares US Quality Low Volatility Index Fund 1.4 22 11 4.0 -3.5
SMCP AlphaMark Actively Managed Small Cap ETF 1.4 90 -57 6.7 -0.8
JQUA JPMorgan U.S. Quality Factor ETF 1.4 12 21 6.0 -1.5
FEX First Trust Large Cap Core AlphaDEX Fund 1.4 59 -26 6.0 -1.5
SPMV Invesco S&P 500 Minimum Variance ETF 1.4 10 23 5.6 -1.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.4 20 13 5.1 -2.4
IYY iShares Dow Jones U.S. ETF 1.4 20 13 5.0 -2.4
SPVM Invesco S&P 500 Value with Momentum ETF 1.3 39 -6 8.4 +1.0
IWB iShares Russell 1000 ETF 1.3 15 18 5.1 -2.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 23 5.3 -2.1
SURE AdvisorShares Insiders Advantage ETF 1.3 90 -57 10.1 +2.7
SCHK Schwab 1000 Index ETF 1.3 5 28 5.3 -2.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 21 4.8 -2.6
APUE ActivePassive U.S. Equity ETF 1.3 45 -12 4.9 -2.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.3 12 21 7.5 +0.0
FFLC Fidelity Fundamental Large Cap Core ETF 1.3 38 -5 5.1 -2.4
JHML John Hancock Multifactor Large Cap ETF 1.3 29 4 5.6 -1.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -47 6.0 -1.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 25 5.2 -2.2
XVV iShares ESG Screened S&P 500 ETF 1.3 8 25 5.1 -2.4
JMOM JPMorgan U.S. Momentum Factor ETF 1.3 12 21 4.9 -2.6
SPXV ProShares S&P 500 Ex-Health Care ETF 1.3 9 24 5.0 -2.4
SCHX Schwab U.S. Large-Cap ETF 1.3 3 30 5.3 -2.2
VOO Vanguard S&P 500 ETF 1.3 3 30 5.4 -2.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.3 11 22 5.2 -2.3
CATH Global X S&P 500 Catholic Values Custom ETF 1.3 29 4 5.1 -2.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 26 5.2 -2.2
NUMG Nuveen ESG Mid-Cap Growth ETF 1.2 31 2 3.9 -3.6
EES WisdomTree U.S. SmallCap Fund 1.2 38 -5 9.2 +1.8
VV Vanguard Large-Cap ETF 1.2 4 29 5.3 -2.2
FMIL Fidelity New Millennium ETF 1.2 59 -26 4.6 -2.8
GNR SPDR S&P Global Natural Resources ETF 1.2 40 -7 9.8 +2.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.2 20 13 4.3 -3.2
PBUS Invesco MSCI USA ETF 1.2 4 29 5.2 -2.2
TMFC Motley Fool 100 Index ETF 1.2 50 -17 3.9 -3.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.2 20 13 5.0 -2.4
ILCB iShares Morningstar U.S. Equity ETF 1.2 3 30 5.2 -2.2
IWP iShares Russell Mid-Cap Growth ETF 1.2 23 10 4.0 -3.4
FDRR Fidelity Dividend ETF for Rising Rates 1.2 15 18 7.7 +0.2
IVV iShares Core S&P 500 ETF 1.2 3 30 5.3 -2.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -16 10.7 +3.2
SPY SPDR S&P 500 ETF Trust 1.2 9 24 5.2 -2.3
SPLG SPDR Portfolio S&P 500 ETF 1.2 2 31 5.3 -2.2
SPXE ProShares S&P 500 Ex-Energy ETF 1.2 9 24 5.1 -2.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.2 25 8 11.3 +3.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.2 29 4 6.1 -1.3
SVAL iShares US Small Cap Value Factor ETF 1.2 20 13 10.1 +2.6
LRGF iShares U.S. Equity Factor ETF 1.1 8 25 5.9 -1.5
DTEC ALPS Disruptive Technologies ETF 1.1 50 -17 3.2 -4.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.1 70 -37 4.8 -2.6
RAFE PIMCO RAFI ESG U.S. ETF 1.1 29 4 7.2 -0.3
WLDR Affinity World Leaders Equity ETF 1.1 67 -34 8.4 +1.0
FBCV Fidelity Blue Chip Value ETF 1.1 59 -26 7.3 -0.2
FDFF Fidelity Disruptive Finance ETF 1.1 50 -17 4.6 -2.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 -2 9.7 +2.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.1 7 26 5.2 -2.3
BKLC BNY Mellon US Large Cap Core Equity ETF 1.1 0 33 5.3 -2.1
RWK Invesco S&P MidCap 400 Revenue ETF 1.1 39 -6 8.6 +1.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.1 2 31 5.2 -2.2
WOMN Impact Shares YWCA Women's Empowerment ETF 1.1 75 -42 4.9 -2.6
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 8 7.1 -0.4
STRV Strive 500 ETF 1.1 5 28 5.2 -2.3
AGNG Global X Aging Population ETF 1.1 50 -17 3.9 -3.5
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 18 5.9 -1.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.1 14 19 5.2 -2.2
VOTE TCW Transform 500 ETF 1.1 5 28 5.2 -2.3
SNPE Xtrackers S&P 500 ESG ETF 1.0 10 23 5.3 -2.2
STXG Strive 1000 Growth ETF 1.0 18 15 4.3 -3.1
VUG Vanguard Growth ETF 1.0 4 29 4.3 -3.1
ROE Astoria US Quality Kings ETF 1.0 49 -16 7.8 +0.3
FVAL Fidelity Value Factor ETF 1.0 15 18 7.3 -0.1
RVRB Reverb ETF 1.0 30 3 5.0 -2.5
TMFS Motley Fool Small-Cap Growth ETF 1.0 85 -52 2.7 -4.7
FQAL Fidelity Quality Factor ETF 1.0 15 18 5.9 -1.5
ILCG iShares Morningstar Growth ETF 1.0 4 29 4.1 -3.3
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.0 46 -13 9.3 +1.8
MGK Vanguard Mega Cap Growth ETF 1.0 7 26 4.4 -3.1
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.0 30 3 11.4 +3.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.0 15 18 5.0 -2.5
VALQ American Century U.S. Quality Value ETF 1.0 29 4 7.5 +0.0
TOK iShares MSCI Kokusai ETF 0.9 26 7 5.2 -2.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.9 12 21 4.8 -2.6
JGLO JPMorgan Global Select Equity ETF 0.9 33 0 4.5 -3.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.9 40 -7 6.5 -1.0
XMVM Invesco S&P MidCap Value with Momentum ETF 0.9 39 -6 10.5 +3.0
PFM Invesco Dividend Achievers ETF 0.9 53 -20 5.5 -2.0
ACVF American Conservative Values ETF 0.9 75 -42 4.4 -3.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 8 5.4 -2.0
HAPI Harbor Human Capital Factor US Large Cap ETF 0.9 36 -3 4.8 -2.7
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 8 5.4 -2.1
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 -27 5.0 -2.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.9 79 -46 5.9 -1.6
PRAY FIS Christian Stock Fund 0.9 69 -36 6.0 -1.5
VT Vanguard Total World Stock ETF 0.9 7 26 5.8 -1.7
KOKU Xtrackers MSCI Kokusai Equity ETF 0.9 9 24 5.4 -2.0
URTH iShares MSCI World ETF 0.9 24 9 5.4 -2.1
XT iShares Exponential Technologies ETF 0.9 46 -13 4.7 -2.8
WCEO Hypatia Women CEO ETF 0.8 85 -52 4.7 -2.7
IETC iShares U.S. Tech Independence Focused ETF 0.8 18 15 4.7 -2.8
SNPG Xtrackers S&P 500 Growth ESG ETF 0.8 15 18 4.8 -2.6
FLRG Fidelity U.S. Multifactor ETF 0.8 15 18 7.7 +0.2
GDEF Goldman Sachs Defensive Equity ETF 0.8 55 -22 4.8 -2.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.8 38 -5 6.7 -0.7
SFY SoFi Select 500 ETF 0.8 0 33 4.8 -2.7
MGMT Ballast Small/Mid Cap ETF 0.8 110 -77 7.6 +0.1
ACWI iShares MSCI ACWI ETF 0.8 32 1 5.5 -2.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 13 5.3 -2.2
WTV WisdomTree US Value Fund of Benef Interest 0.8 12 21 9.3 +1.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.8 32 1 5.0 -2.4
DGT SPDR Global Dow ETF 0.8 50 -17 6.6 -0.8
FELC Fidelity Enhanced Large Cap Core ETF 0.8 18 15 5.6 -1.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.8 35 -2 6.4 -1.0
VTWG Vanguard Russell 2000 Growth ETF 0.8 15 18 1.5 -6.0
GINN Goldman Sachs Innovate Equity ETF 0.7 52 -19 2.7 -4.7
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 4 5.2 -2.3
IWO iShares Russell 2000 Growth ETF 0.7 24 9 1.4 -6.0
VONG Vanguard Russell 1000 Growth ETF 0.7 8 25 5.0 -2.4
IUSG iShares Core S&P U.S. Growth ETF 0.7 4 29 4.8 -2.7
QVML Invesco S&P 500 QVM Multi-factor ETF 0.7 11 22 5.0 -2.4
FOVL iShares Focused Value Factor ETF 0.7 25 8 9.6 +2.1
SMOT VanEck Morningstar SMID Moat ETF 0.7 49 -16 6.3 -1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.7 9 24 5.7 -1.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.7 18 15 5.8 -1.6
MBOX Freedom Day Dividend ETF 0.7 39 -6 7.7 +0.3
MGC Vanguard Mega Cap ETF 0.7 7 26 5.1 -2.3
HAP VanEck Natural Resources ETF 0.7 50 -17 10.0 +2.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.6 49 -16 5.2 -2.3
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -16 5.7 -1.7
VOOG Vanguard S&P 500 Growth ETF 0.6 10 23 4.7 -2.7
ADME Aptus Drawdown Managed Equity ETF 0.6 79 -46 4.3 -3.2
SIXS ETC 6 Meridian Small Cap Equity ETF 0.6 89 -56 8.2 +0.7
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -29 3.6 -3.8
MVPS Amplify Thematic All-Stars ETF 0.6 49 -16 3.1 -4.4
IVW iShares S&P 500 Growth ETF 0.6 18 15 4.6 -2.8
SPYG SPDR Portfolio S&P 500 Growth ETF 0.6 4 29 4.8 -2.7
VUSE Vident U.S. Equity Strategy ETF 0.6 50 -17 3.5 -4.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.6 9 24 5.7 -1.8
OALC OneAscent Large Cap Core ETF 0.6 86 -53 4.6 -2.9
FTA First Trust Large Cap Value AlphaDEX Fund 0.5 59 -26 8.4 +0.9
EPS WisdomTree U.S. LargeCap Fund 0.5 8 25 6.2 -1.2
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -9 5.2 -2.2
FVD First Trust Value Line Dividend Index Fund 0.5 65 -32 6.2 -1.3
IWF iShares Russell 1000 Growth ETF 0.5 19 14 4.9 -2.5
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 6 8.7 +1.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.5 60 -27 6.9 -0.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.5 75 -42 4.3 -3.1
PKW Invesco Buyback Achievers ETF 0.5 62 -29 7.1 -0.4
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 -6 7.2 -0.3
HLGE Hartford Longevity Economy ETF 0.5 44 -11 6.1 -1.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.5 21 12 4.0 -3.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.5 45 -12 4.7 -2.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.5 65 -32 5.4 -2.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.5 35 -2 5.5 -2.0
HKND Humankind US Stock ETF 0.5 11 22 7.1 -0.4
KRMA Global X Conscious Companies ETF 0.5 43 -10 5.9 -1.6
CGUS Capital Group Core Equity ETF 0.5 33 0 4.6 -2.8
IWC iShares Micro-Cap ETF 0.5 60 -27 -3.6 -11.1
OEF iShares S&P 100 ETF 0.5 20 13 5.0 -2.5
GSPY Gotham Enhanced 500 ETF 0.5 50 -17 5.3 -2.1
RWL Invesco S&P 500 Revenue ETF 0.5 39 -6 6.8 -0.7
IWX iShares Russell Top 200 Value ETF 0.5 20 13 6.4 -1.0
MGV Vanguard Mega Cap Value ETF 0.4 7 26 6.6 -0.8
IWL iShares Russell Top 200 ETF 0.4 15 18 5.0 -2.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 14 6.5 -1.0
IWY iShares Russell Top 200 Growth ETF 0.4 20 13 5.1 -2.4
TMFX Motley Fool Next Index ETF 0.4 50 -17 3.0 -4.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 3 6.7 -0.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 29 4.5 -3.0
IOO iShares Global 100 ETF 0.4 41 -8 4.9 -2.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -27 0.0 -7.5
IEDI iShares U.S. Consumer Focused ETF 0.3 18 15 5.2 -2.3
QUS SPDR MSCI USA StrategicFactors ETF 0.3 15 18 5.9 -1.5
ROUS Hartford Multifactor US Equity ETF 0.3 19 14 6.9 -0.5
QGRO American Century U.S. Quality Growth ETF 0.3 29 4 4.8 -2.6
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 15 4.6 -2.9
JSML Janus Henderson Small Cap Growth Alpha ETF 0.3 30 3 7.1 -0.4
IUS Invesco RAFI Strategic US ETF 0.3 19 14 7.2 -0.3
NANC Unusual Whales Subversive Democratic Trading ETF 0.3 75 -42 3.9 -3.5
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 4 8.4 +0.9
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 5 6.1 -1.4
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 18 5.3 -2.2
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 3 5.9 -1.6
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 -12 3.6 -3.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 0.2 60 -27 4.4 -3.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.2 36 -3 10.9 +3.4
SQEW LeaderShares Equity Skew ETF 0.1 81 -48 4.0 -3.5
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -27 7.4 -0.1
SPMO Invesco S&P 500 Momentum ETF 0.1 13 20 3.9 -3.5
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -17 4.9 -2.6
GLOF iShares Global Equity Factor ETF 0.1 20 13 7.2 -0.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 8 5.7 -1.7
FPX First Trust US Equity Opportunities ETF 0.1 61 -28 1.7 -5.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.1 60 -27 4.2 -3.2
CSD Invesco S&P Spin-Off ETF 0.0 65 -32 9.4 +1.9
TEQI T. Rowe Price Equity Income ETF 0.0 54 -21 4.0 -3.4
GVLU Gotham 1000 Value ETF 0.0 50 -17 7.6 +0.2
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -17 4.8 -2.6

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 15.8 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 33 bp
Equals: ALTAR Score 7.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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