Global X CleanTech ETF
ALTAR
Score™
2.1% info Recommen-
dation
UNDERWEIGHT
2024E    2025E
P/E
ratio
25.8x P/Sales
ratio
0.9x
P/BV
ratio
1.4x Div.
yield
1.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
CTEC invests in companies that stand to benefit from the increased adoption of technologies that inhibit or reduce negative environmental impacts. This includes companies involved in renewable energy production, energy storage, smart grid implementation, residential/commercial energy efficiency, and/or the production and provision of pollution-reducing products and solutions.

FUND BASICS
Category Global Equities
Fund Sponsor Global X
Website www.globalxetfs.com
Inception date Oct 29, 2020
Assets (mns) $51
Currency USD
Expense ratio 50 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Market Cap
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 40
Wgt avg mkt cap (mns) $7,333
Large cap (>$10bn) 28.3%
Mid cap ($2-10bn) 31.3%
Small cap (<$2bn) 38.6%
Developed mkts 75.0%
Emerging mkts 25.0%

TOP TEN HOLDINGS
VESTAS WIND SYSTEMS A/S 9.7 %
ENPHASE ENERGY INC 7.8 %
FIRST SOLAR INC 6.4 %
SAMSUNG SDI CO LTD 5.3 %
JOHNSON MATTHEY PLC 5.3 %
XINYI SOLAR HOLDINGS LTD 5.2 %
SIMPLO TECHNOLOGY CO LTD 3.7 %
QUANTUMSCAPE CORPORATION CLASS A 3.6 %
SOLAREDGE TECHNOLOGIES, INC. 3.6 %
SHOALS TECHNOLOGIES GROUP, INC. CL 3.6 %
Total 54.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 38.7 %
CHINA 11.1 %
DENMARK 9.7 %
SOUTH KOREA 9.0 %
GERMANY 7.0 %
BRITAIN 6.5 %
TAIWAN 4.6 %
SWITZERLAND 3.6 %
HONG KONG 3.5 %
CANADA 3.2 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 29)
Year-to-date 1 year 5 years 10 years Since Incep.
0.0% -29.5% -- -- -9.3%

Market Correlations
versus... Beta R-squared
S&P500 1.41 46%
MSCI EAFE 1.37 41%
MSCI Emg. Mkts. 1.34 41%

Technical Indicators
Recent close $9.06
30d moving avg. $9.70
Annualized volatility 37.0%
Short interest (ETF) 0.1%
Relative strength (RSI) 62

Liquidity measures
Avg. volume (thou.) 37
Turnover 0.7%
Bid/Ask (% of price) 0.74%
ADV underlying (mns) $2,414

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 475 potential alternatives to the Global X CleanTech ETF ETF based on the alternatives' overlap in portfolio holdings with CTEC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: CTEC Expense: 50 bp ALTAR Score™: 2.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH CTEC
Ticker Fund
Name
Overlap1
vs CTEC
(%)
Expense
ratio
(bp)
Savings
vs CTEC
(bp)
ALTAR
Score™
(%)
ALTAR
vs CTEC
(%)
TAN Invesco Solar ETF 40.3 67 -17 7.2 +5.1
FRNW Fidelity Clean Energy ETF 38.5 39 11 3.7 +1.5
ICLN iShares Global Clean Energy ETF 32.4 41 9 4.0 +1.9
RAYS Global X Solar ETF 31.0 51 -1 5.5 +3.4
ETEC iShares Breakthrough Environmental Solutions ETF 28.7 47 3 5.4 +3.3
VCLN Virtus Duff & Phelps Clean Energy ETF 26.1 59 -9 3.8 +1.7
CNRG SPDR S&P Kensho Clean Power ETF 25.3 45 5 -6.8 -9.0
ACES ALPS Clean Energy ETF 24.0 55 -5 -4.1 -6.3
PBD Invesco Global Clean Energy ETF 23.9 75 -25 -2.2 -4.4
SMOG VanEck Low Carbon Energy ETF 22.2 61 -11 3.1 +1.0
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 20.3 79 -29 5.1 +3.0
PBW Invesco WilderHill Clean Energy ETF 19.3 66 -16 -16.8 -18.9
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 19.2 58 -8 -1.3 -3.4
ERTH Invesco MSCI Sustainable Future ETF 17.9 62 -12 3.4 +1.2
RNEW VanEck Green Infrastructure ETF 16.2 45 5 -0.4 -2.5
WNDY Global X Wind Energy ETF 15.3 50 0 4.8 +2.7
FAN First Trust Global Wind Energy ETF 12.5 60 -10 5.6 +3.4
WBAT WisdomTree Battery Value Chain and Innovation Fund 11.5 45 5 4.7 +2.5
HYDR Global X Hydrogen ETF 11.5 50 0 -12.4 -14.5
HJEN Direxion Hydrogen ETF 9.6 45 5 -0.9 -3.0
HDRO Defiance Next Gen H2 ETF 9.2 30 20 -10.4 -12.6
SDG iShares MSCI Global Sustainable Development Goals ETF 8.9 49 1 5.8 +3.6
BNE Blue Horizon BNE ETF 8.7 87 -37 4.1 +2.0
KGRN KraneShares MSCI China Clean Technology Index ETF 8.7 79 -29 5.8 +3.7
MVPS Amplify Thematic All-Stars ETF 8.1 49 1 1.5 -0.7
IDRV iShares Self-driving EV & Tech ETF 8.1 47 3 -0.4 -2.5
CCSO Carbon Collective Climate Solutions US Equity ETF 7.5 35 15 2.2 +0.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 7.2 58 -8 4.5 +2.4
FDRV Fidelity Electric Vehicles and Future Transportation ETF 6.7 39 11 -3.1 -5.2
BATT Amplify Lithium & Battery Technology ETF 6.4 59 -9 3.6 +1.5
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 6.3 45 5 6.3 +4.2
BECO BlackRock Future Climate and Sustainable Economy ETF 6.2 70 -20 13.1 +11.0
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 6.0 72 -22 2.2 +0.1
OCEN IQ Clean Oceans ETF 5.5 45 5 5.1 +3.0
DRIV Global X Autonomous & Electric Vehicles ETF 5.3 68 -18 4.9 +2.8
CLNR IQ Cleaner Transport ETF 5.2 45 5 8.0 +5.9
HAIL SPDR S&P Kensho Smart Mobility ETF 5.1 45 5 -4.1 -6.2
EDEN iShares MSCI Denmark ETF 5.1 53 -3 6.8 +4.7
SIMS SPDR S&P Kensho Intelligent Structures ETF 4.8 45 5 -3.1 -5.3
GSFP Goldman Sachs Future Planet Equity ETF 4.6 75 -25 4.6 +2.5
AIRR First Trust RBA American Industrial Renaissance ETF 4.5 70 -20 5.2 +3.1
DTEC ALPS Disruptive Technologies ETF 4.0 50 0 3.5 +1.4
MOTO SmartETFs Smart Transportation & Technology ETF 4.0 68 -18 6.5 +4.4
LIT Global X Lithium & Battery Tech ETF 3.7 75 -25 9.9 +7.7
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 3.7 40 10 4.8 +2.7
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 3.3 75 -25 1.6 -0.5
RSPT Invesco S&P 500 Equal Weight Technology ETF 3.0 40 10 5.2 +3.1
XT iShares Exponential Technologies ETF 2.9 46 4 3.6 +1.5
PSCT Invesco S&P SmallCap Information Technology ETF 2.8 29 21 6.8 +4.7
FXN First Trust Energy AlphaDEX Fund 2.6 62 -12 4.1 +2.0
EV Mast Global Battery Recycling & Production ETF 2.6 65 -15 13.7 +11.6
XSD SPDR S&P Semiconductor ETF 2.6 35 15 5.0 +2.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.3 20 30 4.9 +2.8
FIXT Procure Disaster Recovery Strategy ETF 2.3 75 -25 3.9 +1.8
AIEQ AI Powered Equity ETF 2.2 75 -25 5.4 +3.3
SPHB Invesco S&P 500 High Beta ETF 2.2 25 25 4.6 +2.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.1 15 35 4.5 +2.3
NUMG Nuveen ESG Mid-Cap Growth ETF 2.1 31 19 3.3 +1.2
FTGS First Trust Growth Strength ETF 2.1 60 -10 6.2 +4.1
PGJ Invesco Golden Dragon China ETF 2.1 70 -20 5.2 +3.1
FLKR Franklin FTSE South Korea ETF 2.0 9 41 9.2 +7.1
ETHO Etho Climate Leadership U.S. ETF 2.0 47 3 3.8 +1.7
EWY iShares MSCI South Korea ETF 1.9 58 -8 8.4 +6.3
TCHI iShares MSCI China Multisector Tech ETF 1.9 59 -9 2.9 +0.8
ISRA VanEck Israel ETF 1.9 59 -9 8.1 +5.9
IYE iShares U.S. Energy ETF 1.9 40 10 7.3 +5.2
TMFX Motley Fool Next Index ETF 1.8 50 0 3.1 +1.0
SPGP Invesco S&P 500 GARP ETF 1.8 34 16 8.5 +6.4
EEMD AAM S&P Emerging Markets High Dividend Value ETF 1.8 49 1 17.8 +15.7
QQQN VictoryShares Nasdaq Next 50 ETF 1.7 18 32 4.1 +2.0
DVYE iShares Emerging Markets Dividend ETF 1.6 49 1 16.9 +14.8
TEMP JPMorgan Climate Change Solutions ETF 1.6 49 1 4.9 +2.8
ECNS iShares MSCI China Small-Cap ETF 1.5 59 -9 11.6 +9.5
IWTR iShares MSCI Water Management Multisector ETF 1.4 47 3 4.7 +2.6
NUMV Nuveen ESG Mid-Cap Value ETF 1.4 31 19 7.4 +5.3
JSML Janus Henderson Small Cap Growth Alpha ETF 1.3 30 20 8.8 +6.7
CARZ First Trust NASDAQ Global Auto Index Fund 1.3 70 -20 3.4 +1.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 38 4.9 +2.8
MINV Matthews Asia Innovators Active ETF 1.3 79 -29 2.9 +0.8
SNSR Global X Internet of Things ETF 1.3 68 -18 3.6 +1.5
KOMP SPDR S&P Kensho New Economies Composite ETF 1.2 20 30 2.0 -0.1
JCHI JPMorgan Active China ETF 1.1 65 -15 8.3 +6.2
NETZ TCW Transform Systems ETF 1.1 75 -25 3.5 +1.4
QQQS Invesco NASDAQ Future Gen 200 ETF 1.1 20 30 -6.8 -8.9
IPO Renaissance IPO ETF 1.0 60 -10 -3.0 -5.1
DKRB Subversive Decarbonization ETF 1.0 75 -25 3.0 +0.9
NTZG Nuveen Global Net Zero Transition ETF 1.0 56 -6 5.0 +2.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.0 10 40 4.5 +2.4
EWUS iShares MSCI United Kingdom Small Cap ETF 1.0 59 -9 6.2 +4.0
BUZZ VanEck Social Sentiment ETF 0.9 75 -25 0.1 -2.0
FRDM Freedom 100 Emerging Markets ETF 0.9 49 1 -746.9 -749.0
VOT Vanguard Mid-Cap Growth ETF 0.9 7 43 4.0 +1.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.9 10 40 4.6 +2.4
BIBL Inspire 100 ETF 0.9 35 15 4.7 +2.6
FKU First Trust United Kingdom AlphaDEX Fund 0.8 80 -30 7.6 +5.4
BKSE BNY Mellon US Small Cap Core Equity ETF 0.8 4 46 5.4 +3.3
DFE WisdomTree Europe SmallCap Dividend Fund 0.8 58 -8 10.9 +8.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.8 75 -25 3.0 +0.9
IEUS iShares MSCI Europe Small-Cap ETF 0.8 42 8 5.8 +3.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.8 60 -10 5.0 +2.8
DGT SPDR Global Dow ETF 0.7 50 0 6.6 +4.5
EFRA iShares Environmental Infrastructure and Industrials ETF 0.7 47 3 5.5 +3.4
TRFM AAM Transformers ETF 0.7 49 1 1.4 -0.8
NULG Nuveen ESG Large-Cap Growth ETF 0.7 26 24 4.2 +2.0
NULV Nuveen ESG Large-Cap Value ETF 0.7 26 24 7.2 +5.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 30 6.0 +3.9
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.6 32 18 5.7 +3.6
IWO iShares Russell 2000 Growth ETF 0.6 24 26 1.4 -0.7
AVES Avantis Emerging Markets Value ETF 0.6 36 14 11.8 +9.7
BLES Inspire Global Hope ETF 0.6 61 -11 6.2 +4.1
AIA iShares Asia 50 ETF 0.6 50 0 7.3 +5.1
VTWG Vanguard Russell 2000 Growth ETF 0.6 15 35 1.6 -0.5
TTAC FCF US Quality ETF 0.6 59 -9 6.2 +4.1
GINN Goldman Sachs Innovate Equity ETF 0.6 52 -2 2.8 +0.6
IMCG iShares Morningstar Mid-Cap Growth ETF 0.6 6 44 4.0 +1.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.6 45 5 1.2 -1.0
DFNV Donoghue Forlines Innovation ETF 0.6 69 -19 5.2 +3.1
YPS Arrow Reverse Cap 500 ETF 0.6 29 21 6.5 +4.4
EMXF iShares ESG Advanced MSCI EM ETF 0.6 16 34 7.6 +5.5
DISV Dimensional International Small Cap Value ETF 0.6 42 8 9.2 +7.1
VBK Vanguard Small-Cap Growth ETF 0.5 7 43 1.4 -0.8
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.5 80 -30 13.8 +11.7
FDEM Fidelity Emerging Markets Multifactor ETF 0.5 25 25 11.6 +9.5
UMMA Wahed Dow Jones Islamic World ETF 0.5 65 -15 4.3 +2.2
LDEM iShares ESG MSCI EM Leaders ETF 0.5 17 33 7.9 +5.8
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.5 70 -20 7.1 +5.0
VIDI Vident International Equity Strategy ETF 0.5 61 -11 11.5 +9.3
STXK Strive Small-Cap ETF 0.5 18 32 5.1 +2.9
IWP iShares Russell Mid-Cap Growth ETF 0.5 23 27 3.5 +1.4
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 32 8.9 +6.8
SLYV SPDR S&P 600 Small Cap Value ETF 0.5 15 35 9.0 +6.8
HAP VanEck Natural Resources ETF 0.5 50 0 8.9 +6.8
ISCG iShares Morningstar Small-Cap Growth ETF 0.5 6 44 2.3 +0.2
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.5 20 30 7.6 +5.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.5 65 -15 7.9 +5.8
SSPY Syntax Stratified LargeCap ETF 0.5 30 20 6.4 +4.3
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.4 24 26 6.9 +4.8
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.4 18 32 7.8 +5.7
ENOR iShares MSCI Norway ETF 0.4 53 -3 7.9 +5.7
NORW Global X MSCI Norway ETF 0.4 50 0 7.9 +5.7
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.4 29 21 8.4 +6.2
VO Vanguard Mid-Cap ETF 0.4 4 46 5.7 +3.6
NUSC Nuveen ESG Small-Cap ETF 0.4 31 19 5.0 +2.8
JHMM John Hancock Multifactor Mid Cap ETF 0.4 42 8 6.5 +4.4
VAMO Cambria Value & Momentum ETF 0.4 61 -11 10.0 +7.9
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.4 30 20 7.5 +5.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.4 7 43 6.4 +4.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 10 6.0 +3.9
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.4 32 18 6.1 +4.0
WWJD Inspire International ETF 0.4 80 -30 7.0 +4.9
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 30 6.1 +3.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 41 5.8 +3.6
EEMA iShares MSCI Emerging Markets Asia ETF 0.4 49 1 6.8 +4.7
EXI iShares Global Industrials ETF 0.4 42 8 4.7 +2.5
IFRA iShares U.S. Infrastructure ETF 0.4 30 20 6.4 +4.3
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.4 38 12 8.1 +6.0
XCEM Columbia EM Core ex-China ETF 0.4 16 34 -24.7 -26.8
EWN iShares MSCI Netherlands ETF 0.4 50 0 4.5 +2.4
FDWM Fidelity Women's Leadership ETF 0.4 59 -9 4.7 +2.6
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.4 70 -20 6.5 +4.4
IMFL Invesco International Developed Dynamic Multifactor ETF 0.4 34 16 10.9 +8.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.4 3 47 7.8 +5.7
IJR iShares Core S&P Small Cap ETF 0.4 6 44 7.8 +5.7
NULC Nuveen ESG Large-Cap ETF 0.4 21 29 5.4 +3.3
IWM iShares Russell 2000 ETF 0.4 19 31 3.5 +1.4
FYC First Trust Small Cap Growth AlphaDEX Fund 0.4 71 -21 0.8 -1.3
EWX SPDR S&P Emerging Markets Small Cap ETF 0.4 65 -15 7.6 +5.5
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.4 75 -25 9.5 +7.4
BLLD JPMorgan Sustainable Infrastructure ETF 0.4 49 1 6.3 +4.2
AVSC Avantis U.S Small Cap Equity ETF 0.4 25 25 5.1 +3.0
AVDV Avantis International Small Cap Value ETF 0.4 36 14 7.9 +5.8
VTWO Vanguard Russell 2000 ETF 0.3 10 40 3.7 +1.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 33 5.3 +3.2
IQM Franklin Intelligent Machines ETF 0.3 50 0 2.9 +0.8
AVEM Avantis Emerging Markets Equity ETF 0.3 33 17 8.8 +6.7
SCHC Schwab International Small-Cap Equity ETF 0.3 11 39 6.0 +3.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 43 5.6 +3.5
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.3 15 35 7.4 +5.3
IXN iShares Global Tech ETF 0.3 41 9 4.1 +2.0
MCHI iShares MSCI China ETF 0.3 59 -9 9.3 +7.2
SSLY Syntax Stratified SmallCap ETF 0.3 40 10 7.2 +5.1
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 31 7.3 +5.2
GXC SPDR S&P China ETF 0.3 59 -9 9.3 +7.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.3 30 20 7.3 +5.2
XLK Technology Select Sector SPDR Fund 0.3 9 41 4.8 +2.7
IEMG iShares Core MSCI Emerging Markets ETF 0.3 9 41 1.2 -1.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 11 9.0 +6.9
SIZE iShares MSCI USA Size Factor ETF 0.3 15 35 5.9 +3.7
IWR iShares Russell Midcap ETF 0.3 19 31 5.5 +3.4
VGT Vanguard Information Technology ETF 0.3 10 40 4.4 +2.2
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 -2 7.3 +5.2
IEUR iShares Core MSCI Europe ETF 0.3 11 39 6.8 +4.7
IMCB iShares Morningstar Mid-Cap ETF 0.3 4 46 6.0 +3.8
XC WisdomTree Emerging Markets Ex-China Fund 0.3 32 18 -4.8 -6.9
NUDM Nuveen ESG International Developed Markets Equity ETF 0.3 31 19 6.2 +4.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.3 14 36 6.1 +3.9
FLCH Franklin FTSE China ETF 0.3 19 31 9.9 +7.8
EUSA iShares MSCI USA Equal Weighted ETF 0.3 9 41 5.9 +3.8
DEHP Dimensional Emerging Markets High Profitability ETF 0.3 41 9 7.1 +5.0
EES WisdomTree U.S. SmallCap Fund 0.3 38 12 9.8 +7.7
BKEM BNY Mellon Emerging Markets Equity ETF 0.3 11 39 -12.9 -15.1
EEM iShares MSCI Emerging Markets ETF 0.3 69 -19 -1.1 -3.2
EMXC iShares MSCI Emerging Markets ex China ETF 0.3 25 25 -4.2 -6.3
EFG iShares MSCI EAFE Growth ETF 0.3 36 14 4.0 +1.9
VGK Vanguard FTSE Europe ETF 0.3 11 39 6.8 +4.7
SCHA Schwab U.S. Small-Cap ETF 0.3 4 46 4.7 +2.6
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.3 36 14 -13.0 -15.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -2 5.3 +3.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -8 5.2 +3.1
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.3 66 -16 -0.6 -2.7
SPEU SPDR Portfolio Europe ETF 0.3 7 43 6.7 +4.6
IGM iShares Expanded Tech Sector ETF 0.3 41 9 4.0 +1.9
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 42 4.4 +2.3
BFOR ALPS Barron's 400 ETF 0.3 65 -15 7.2 +5.1
DMXF iShares ESG Advanced MSCI EAFE ETF 0.3 12 38 5.4 +3.3
JHMD John Hancock Multifactor Developed International ETF 0.3 39 11 7.4 +5.3
IEV iShares Europe ETF 0.3 67 -17 6.3 +4.2
VSGX Vanguard ESG International Stock ETF 0.3 12 38 4.3 +2.2
VFQY Vanguard U.S. Quality Factor ETF 0.3 13 37 6.8 +4.7
DFAE Dimensional Emerging Core Equity Market ETF 0.3 35 15 7.7 +5.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.3 24 26 7.7 +5.6
ISCB iShares Morningstar Small-Cap ETF 0.3 4 46 5.2 +3.1
DFIS Dimensional International Small Cap ETF 0.3 39 11 6.6 +4.5
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.3 41 9 7.9 +5.8
FLEE Franklin FTSE Europe ETF 0.3 9 41 6.9 +4.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.3 20 30 6.8 +4.7
ISMD Inspire Small/Mid Cap ETF 0.3 54 -4 6.0 +3.8
IJT iShares S&P Small-Cap 600 Growth ETF 0.3 18 32 6.6 +4.5
SLYG SPDR S&P 600 Small Cap Growth ETF 0.3 15 35 6.6 +4.5
JHEM John Hancock Multifactor Emerging Markets ETF 0.3 49 1 8.3 +6.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.3 9 41 3.8 +1.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.3 49 1 5.1 +3.0
DFAI Dimensional International Core Equity Market ETF 0.3 18 32 6.9 +4.8
HFXI IQ FTSE International Equity Currency Neutral ETF 0.3 20 30 6.8 +4.6
XPND First Trust Expanded Technology ETF 0.3 65 -15 3.8 +1.7
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.3 35 15 6.0 +3.9
STXE Strive Emerging Markets Ex-China ETF 0.3 32 18 -12.1 -14.2
IWS iShares Russell Mid-Cap Value ETF 0.2 23 27 6.5 +4.4
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 41 6.8 +4.6
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 6.4 +4.3
VB Vanguard Small-Cap ETF 0.2 5 45 5.2 +3.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.2 30 20 7.7 +5.6
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.2 42 8 7.3 +5.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 15 7.4 +5.2
VEA Vanguard FTSE Developed Markets ETF 0.2 5 45 6.9 +4.8
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 26 6.2 +4.0
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 43 5.1 +2.9
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 47 6.8 +4.7
FIDU Fidelity MSCI Industrial Index ETF 0.2 8 42 4.6 +2.5
SCHF Schwab International Equity ETF 0.2 6 44 7.0 +4.9
ESGE iShares ESG Aware MSCI EM ETF 0.2 25 25 7.6 +5.5
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.2 58 -8 5.9 +3.8
IQSI IQ Candriam International Equity ETF 0.2 15 35 6.3 +4.2
VXUS Vanguard Total International Stock ETF 0.2 7 43 5.3 +3.1
AVDE Avantis International Equity ETF 0.2 23 27 7.9 +5.8
VIS Vanguard Industrials ETF 0.2 10 40 4.4 +2.2
VPL Vanguard FTSE Pacific ETF 0.2 8 42 6.6 +4.4
DLS WisdomTree International SmallCap Dividend Fund 0.2 58 -8 8.7 +6.6
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 35 7.5 +5.4
SPMO Invesco S&P 500 Momentum ETF 0.2 13 37 4.0 +1.8
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 20 6.7 +4.6
ESGD iShares ESG Aware MSCI EAFE ETF 0.2 20 30 6.4 +4.3
CN Xtrackers MSCI All China Equity ETF 0.2 50 0 9.3 +7.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.2 15 35 6.0 +3.9
GMF SPDR S&P Emerging Asia Pacific ETF 0.2 49 1 6.5 +4.3
IEFA iShares Core MSCI EAFE ETF 0.2 7 43 6.7 +4.5
FMIL Fidelity New Millennium ETF 0.2 59 -9 4.0 +1.8
SFY SoFi Select 500 ETF 0.2 0 50 5.0 +2.9
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -9 -0.6 -2.7
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 16 4.9 +2.7
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 8 42 5.1 +3.0
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 27 8.6 +6.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 29 3.6 +1.5
VLUE iShares MSCI USA Value Factor ETF 0.2 15 35 10.6 +8.5
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 38 4.6 +2.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 9 6.6 +4.5
VXF Vanguard Extended Market ETF 0.2 6 44 3.8 +1.7
DFIC Dimensional International Core Equity 2 ETF 0.2 23 27 7.4 +5.3
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 46 6.8 +4.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 11 4.0 +1.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 25 9.0 +6.9
IQIN IQ 500 International ETF 0.2 25 25 8.9 +6.8
JHSC John Hancock Multifactor Small Cap ETF 0.2 42 8 6.0 +3.9
DFIV Dimensional International Value ETF 0.2 27 23 10.2 +8.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.2 60 -10 5.9 +3.8
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 30 6.0 +3.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 41 5.5 +3.4
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 13 8.7 +6.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.2 95 -45 1.5 -0.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.2 15 35 4.7 +2.6
BKF iShares MSCI BIC ETF 0.2 69 -19 7.0 +4.9
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 5 8.4 +6.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -11 6.9 +4.8
MXI iShares Global Materials ETF 0.2 41 9 6.8 +4.7
VEGN US Vegan Climate ETF 0.2 60 -10 4.4 +2.3
EFA iShares MSCI EAFE ETF 0.2 35 15 6.4 +4.3
FEP First Trust Europe AlphaDEX Fund 0.2 80 -30 8.8 +6.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 14 6.4 +4.2
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 30 6.6 +4.5
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 46 4.0 +1.9
VOOG Vanguard S&P 500 Growth ETF 0.2 10 40 5.1 +3.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 40 5.3 +3.1
VWO Vanguard FTSE Emerging Markets ETF 0.1 8 42 -0.0 -2.1
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 25 8.6 +6.5
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 40 4.8 +2.7
DFAS Dimensional U.S. Small Cap ETF 0.1 26 24 5.8 +3.7
FLGB Franklin FTSE United Kingdom ETF 0.1 9 41 8.5 +6.4
DIM WisdomTree International MidCap Dividend Fund 0.1 58 -8 7.6 +5.5
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 15 5.8 +3.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 10 5.8 +3.7
VT Vanguard Total World Stock ETF 0.1 7 43 5.0 +2.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.1 64 -14 1.9 -0.2
DFEV Dimensional Emerging Markets Value ETF 0.1 43 7 11.0 +8.8
TPIF Timothy Plan International ETF 0.1 62 -12 6.5 +4.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 11 7.6 +5.4
BKIE BNY Mellon International Equity ETF 0.1 4 46 6.9 +4.8
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 46 6.1 +4.0
FTC First Trust Large Cap Growth AlphaDEX Fund 0.1 59 -9 2.6 +0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 36 5.2 +3.1
PSCI Invesco S&P SmallCap Industrials ETF 0.1 29 21 5.9 +3.8
SPHQ Invesco S&P 500 Quality ETF 0.1 15 35 5.3 +3.2
ROAM Hartford Multifactor Emerging Markets ETF 0.1 44 6 11.6 +9.5
IVE iShares S&P 500 Value ETF 0.1 18 32 6.6 +4.5
SPYV SPDR Portfolio S&P 500 Value ETF 0.1 4 46 6.7 +4.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 30 5.4 +3.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 1 5.9 +3.8
ILCG iShares Morningstar Growth ETF 0.1 4 46 3.8 +1.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 5 4.4 +2.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 7.5 +5.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 8.3 +6.2
IUSV iShares Core S&P US Value ETF 0.1 4 46 6.8 +4.7
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 49 1 11.5 +9.4
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 32 4.0 +1.9
VUG Vanguard Growth ETF 0.1 4 46 4.0 +1.8
AVUS Avantis U.S. Equity ETF 0.1 15 35 5.9 +3.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 0 4.3 +2.2
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.1 39 11 12.2 +10.1
SUSA iShares MSCI USA ESG Select ETF 0.1 25 25 5.1 +2.9
ISZE iShares MSCI Intl Size Factor ETF 0.1 30 20 6.7 +4.6
ACWI iShares MSCI ACWI ETF 0.1 32 18 5.4 +3.3
JHML John Hancock Multifactor Large Cap ETF 0.1 29 21 5.5 +3.4
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 41 4.8 +2.7
STXG Strive 1000 Growth ETF 0.1 18 32 4.0 +1.9
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 33 5.5 +3.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 47 5.0 +2.9
SCHB Schwab U.S. Broad Market ETF 0.1 3 47 5.0 +2.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 43 5.0 +2.9
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 41 5.3 +3.2
SCHY Schwab International Dividend Equity ETF 0.1 14 36 8.7 +6.6
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 43 1.7 -0.5
TOK iShares MSCI Kokusai ETF 0.1 26 24 5.2 +3.1
IWD iShares Russell 1000 Value ETF 0.1 19 31 6.6 +4.4
VONV Vanguard Russell 1000 Value ETF 0.1 8 42 6.7 +4.6
URTH iShares MSCI World ETF 0.1 24 26 5.3 +3.2
IYY iShares Dow Jones U.S. ETF 0.1 20 30 4.9 +2.8
IWN iShares Russell 2000 Value ETF 0.1 24 26 5.6 +3.5
VTI Vanguard Total Stock Market ETF 0.1 3 47 4.9 +2.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.1 47 3 5.7 +3.5
IWV iShares Russell 3000 ETF 0.1 20 30 4.8 +2.7
VTHR Vanguard Russell 3000 ETF 0.1 10 40 4.9 +2.8
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 11 6.7 +4.6
FPX First Trust US Equity Opportunities ETF 0.1 61 -11 0.6 -1.6
GWX SPDR S&P International Small Cap ETF 0.1 40 10 5.3 +3.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 25 5.5 +3.4
VOO Vanguard S&P 500 ETF 0.1 3 47 5.2 +3.0
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 20 8.4 +6.3
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.1 51 -1 6.6 +4.5
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 73 -23 11.4 +9.3
CIL VictoryShares International Volatility Wtd ETF 0.1 45 5 6.7 +4.6
XSHQ Invesco S&P SmallCap Quality ETF 0.1 29 21 9.4 +7.3
XVV iShares ESG Screened S&P 500 ETF 0.1 8 42 4.9 +2.8
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 32 6.7 +4.5
SCHX Schwab U.S. Large-Cap ETF 0.1 3 47 5.1 +3.0
DFUV Dimensional US Marketwide Value ETF 0.1 22 28 7.6 +5.4
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 35 5.0 +2.9
FNDA Schwab Fundamental US Small Co. Index ETF 0.1 25 25 6.5 +4.4
SCHK Schwab 1000 Index ETF 0.1 5 45 5.1 +3.0
SCHE Schwab Emerging Markets Equity ETF 0.1 11 39 7.6 +5.4
NANC Unusual Whales Subversive Democratic Trading ETF 0.1 75 -25 3.6 +1.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 30 4.9 +2.8
VTWV Vanguard Russell 2000 Value ETF 0.1 15 35 5.7 +3.6
STRV Strive 500 ETF 0.1 5 45 5.0 +2.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.1 3 47 5.3 +3.1
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 22 4.3 +2.2
IWB iShares Russell 1000 ETF 0.1 15 35 5.0 +2.9
SPY SPDR S&P 500 ETF Trust 0.1 9 41 5.1 +2.9
IVV iShares Core S&P 500 ETF 0.1 3 47 5.1 +3.0
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.1 35 15 5.2 +3.0
EPS WisdomTree U.S. LargeCap Fund 0.1 8 42 6.2 +4.0
LRGF iShares U.S. Equity Factor ETF 0.1 8 42 5.8 +3.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 39 5.1 +2.9
DFUS Dimensional U.S. Equity ETF 0.1 9 41 5.0 +2.9
VONE Vanguard Russell 1000 ETF 0.1 8 42 5.0 +2.9
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 21 5.0 +2.9
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -39 4.5 +2.4
SPLG SPDR Portfolio S&P 500 ETF 0.1 2 48 5.1 +3.0
HLAL Wahed FTSE USA Shariah ETF 0.1 50 0 4.8 +2.6
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 50 5.1 +3.0
VOTE TCW Transform 500 ETF 0.1 5 45 5.0 +2.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 8 4.9 +2.8
FEX First Trust Large Cap Core AlphaDEX Fund 0.1 59 -9 5.5 +3.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 48 5.1 +3.0
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 32 4.0 +1.9
PBUS Invesco MSCI USA ETF 0.1 4 46 5.1 +3.0
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 47 5.1 +3.0
VV Vanguard Large-Cap ETF 0.1 4 46 5.0 +2.9
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 17 7.1 +5.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 30 6.5 +4.4
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 44 8.1 +5.9
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 35 5.9 +3.8
DTH WisdomTree International High Dividend Fund 0.1 58 -8 10.2 +8.1
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.1 50 0 10.5 +8.3
IWF iShares Russell 1000 Growth ETF 0.1 19 31 4.4 +2.3
SMMD iShares Russell 2500 ETF 0.1 15 35 5.8 +3.7
DSI iShares MSCI KLD 400 Social ETF 0.1 25 25 5.0 +2.8
VONG Vanguard Russell 1000 Growth ETF 0.1 8 42 4.5 +2.4
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 5 6.3 +4.2
DFAU Dimensional US Core Equity Market ETF 0.1 12 38 5.2 +3.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 41 4.8 +2.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.1 8 42 4.4 +2.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.1 9 41 5.6 +3.5
GLOF iShares Global Equity Factor ETF 0.1 20 30 7.1 +5.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 30 4.9 +2.8
VYMI Vanguard International High Dividend Yield ETF 0.0 22 28 9.7 +7.6
DUHP Dimensional US High Profitability ETF 0.0 21 29 6.8 +4.7
RECS Columbia Research Enhanced Core ETF 0.0 15 35 5.4 +3.3
VCR Vanguard Consumer Discretionary ETF 0.0 10 40 4.3 +2.2
IWC iShares Micro-Cap ETF 0.0 60 -10 -4.0 -6.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.0 32 18 4.9 +2.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 39 5.0 +2.9
RVRB Reverb ETF 0.0 30 20 4.8 +2.7
SFYX SoFi Next 500 ETF 0.0 0 50 5.5 +3.4
IYC iShares U.S. Consumer Discretionary ETF 0.0 40 10 3.5 +1.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.0 7 43 5.0 +2.9
DFLV Dimensional US Large Cap Value ETF 0.0 22 28 7.9 +5.8
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 0.0 20 30 10.8 +8.6
RWL Invesco S&P 500 Revenue ETF 0.0 39 11 6.5 +4.4
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 10 7.9 +5.7
DWM WisdomTree International Equity Fund 0.0 48 2 7.9 +5.8
TXS Texas Capital Texas Equity Index ETF 0.0 49 1 5.5 +3.4
APIE ActivePassive International Equity ETF 0.0 45 5 7.9 +5.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.0 15 35 6.7 +4.5
ROUS Hartford Multifactor US Equity ETF 0.0 19 31 6.3 +4.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.0 25 25 7.4 +5.3
XJR iShares ESG Screened S&P Small-Cap ETF 0.0 12 38 7.5 +5.3
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0 4 46 4.3 +2.2
IVW iShares S&P 500 Growth ETF 0.0 18 32 4.2 +2.1
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 32 5.5 +3.4
VIOO Vanguard S&P Small-Cap 600 ETF 0.0 10 40 7.6 +5.5
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 11 6.5 +4.4
IUSG iShares Core S&P U.S. Growth ETF 0.0 4 46 4.4 +2.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.0 15 35 7.9 +5.8
JGRO JPMorgan Active Growth ETF 0.0 44 6 3.2 +1.1
APUE ActivePassive U.S. Equity ETF 0.0 45 5 4.9 +2.7
FNDB Schwab Fundamental US Broad Market Index ETF 0.0 25 25 6.9 +4.7
VLU SPDR S&P 1500 Value Tilt ETF 0.0 12 38 7.1 +5.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.0 15 35 8.6 +6.5
GSPY Gotham Enhanced 500 ETF 0.0 50 0 5.2 +3.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 26 8.5 +6.4
FNDX Schwab Fundamental US Large Co. Index ETF 0.0 25 25 6.9 +4.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.0 67 -17 9.4 +7.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 20 6.8 +4.7
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 1 5.8 +3.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 38 4.3 +2.1
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 25 10.0 +7.9
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 20 6.0 +3.8
QUS SPDR MSCI USA StrategicFactors ETF 0.0 15 35 5.9 +3.8
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.0 58 -8 10.2 +8.0
ONEO SPDR Russell 1000 Momentum Focus ETF 0.0 20 30 6.9 +4.8
KRUZ Unusual Whales Subversive Republican Trading ETF 0.0 75 -25 4.7 +2.6
DFAT Dimensional U.S. Targeted Value ETF 0.0 28 22 8.1 +6.0
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 33 6.9 +4.8
IPAC iShares Core MSCI Pacific ETF 0.0 9 41 6.4 +4.3
VBR Vanguard Small Cap Value ETF 0.0 7 43 8.1 +6.0
DFSV Dimensional US Small Cap Value ETF 0.0 31 19 8.7 +6.6

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:
Global X CleanTech ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT

Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 3.7 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 2.1 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.56 CATEGORY
AVERAGE
1.50
 
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.