Global X CleanTech ETF
ALTAR
Score™		 2.5% info Recommen-
dation		 UNDERWEIGHT
2024E    2025E
P/E
ratio		 26.0x 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) $42
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) $7,278
Large cap (>$10bn) 27.3%
Mid cap ($2-10bn) 41.7%
Small cap (<$2bn) 29.4%
Developed mkts 73.1%
Emerging mkts 26.9%

TOP TEN HOLDINGS
FIRST SOLAR INC 9.3 %
SAMSUNG SDI CO LTD 5.7 %
ENPHASE ENERGY INC 5.6 %
NEXTRACKER, INC. CLASS A 5.5 %
VESTAS WIND SYSTEMS A/S 5.5 %
QUANTUMSCAPE CORPORATION CLASS A 5.3 %
JOHNSON MATTHEY PLC 5.2 %
NORDEX AG 5.0 %
BLOOM ENERGY CORPORATION CLASS A 4.7 %
XINYI SOLAR HOLDINGS LTD 4.7 %
Total 56.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 44.0 %
CHINA 10.2 %
SOUTH KOREA 9.4 %
GERMANY 7.1 %
BRITAIN 6.4 %
DENMARK 5.5 %
TAIWAN 4.2 %
HONG KONG 4.2 %
SWITZERLAND 4.0 %
CANADA 2.5 %

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.
-30.4% -48.5% -- -- -17.1%

Market Correlations
versus... Beta R-squared
S&P500 1.44 43%
MSCI EAFE 1.59 49%
MSCI Emg. Mkts. 1.38 38%

Technical Indicators
Recent close $8.20
30d moving avg. $8.32
Annualized volatility 39.4%
Short interest (ETF) 0.2%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 18
Turnover 0.4%
Bid/Ask (% of price) 0.74%
ADV underlying (mns) $3,320

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 495 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™: 2.5%


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
(%)
FRNW Fidelity Clean Energy ETF 40.2 39 11 3.7 +1.2
TAN Invesco Solar ETF 38.4 67 -17 3.2 +0.7
RAYS Global X Solar ETF 32.2 51 -1 7.1 +4.6
ICLN iShares Global Clean Energy ETF 28.6 41 9 4.8 +2.2
CNRG SPDR S&P Kensho Clean Power ETF 27.1 45 5 2.4 -0.2
VCLN Virtus Duff & Phelps Clean Energy ETF 26.0 59 -9 3.4 +0.9
ETEC iShares Breakthrough Environmental Solutions ETF 24.6 47 3 8.0 +5.5
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 21.6 58 -8 0.1 -2.5
PBD Invesco Global Clean Energy ETF 21.4 75 -25 -7.0 -9.5
SMOG VanEck Low Carbon Energy ETF 20.7 61 -11 2.7 +0.2
ACES ALPS Clean Energy ETF 20.5 55 -5 -3.3 -5.8
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 19.3 79 -29 4.9 +2.3
PBW Invesco WilderHill Clean Energy ETF 18.0 66 -16 -11.5 -14.1
ERTH Invesco MSCI Sustainable Future ETF 17.8 62 -12 3.2 +0.7
HYDR Global X Hydrogen ETF 14.6 50 0 -14.3 -16.8
WNDY Global X Wind Energy ETF 12.3 50 0 5.4 +2.9
RNEW VanEck Green Infrastructure ETF 12.0 45 5 -1.5 -4.0
HJEN Direxion Hydrogen ETF 11.9 45 5 -6.7 -9.3
HDRO Defiance Next Gen H2 ETF 11.6 30 20 -13.0 -15.5
BATT Amplify Lithium & Battery Technology ETF 10.7 59 -9 0.6 -2.0
FAN First Trust Global Wind Energy ETF 10.1 60 -10 5.3 +2.8
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 9.5 55 -5 3.5 +0.9
WBAT WisdomTree Battery Value Chain and Innovation Fund 9.1 45 5 -0.5 -3.0
BNE Blue Horizon BNE ETF 8.7 87 -37 5.2 +2.7
KGRN KraneShares MSCI China Clean Technology Index ETF 8.7 79 -29 6.5 +4.0
SDG iShares MSCI Global Sustainable Development Goals ETF 8.2 49 1 5.6 +3.1
FDRV Fidelity Electric Vehicles and Future Transportation ETF 8.1 39 11 -2.7 -5.3
CCSO Carbon Collective Climate Solutions US Equity ETF 8.0 35 15 2.5 -0.0
IDRV iShares Self-driving EV & Tech ETF 7.9 47 3 -0.4 -3.0
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 7.6 45 5 5.8 +3.3
OCEN IQ Clean Oceans ETF 7.1 45 5 5.6 +3.1
CLNR IQ Cleaner Transport ETF 6.6 45 5 6.3 +3.8
BECO BlackRock Future Climate and Sustainable Economy ETF 6.0 70 -20 12.8 +10.3
DRIV Global X Autonomous & Electric Vehicles ETF 5.6 68 -18 5.7 +3.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 5.6 58 -8 4.7 +2.2
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 5.6 72 -22 0.1 -2.4
QQQN VictoryShares Nasdaq Next 50 ETF 5.0 18 32 4.4 +1.8
GSFP Goldman Sachs Future Planet Equity ETF 4.9 75 -25 4.5 +1.9
SIMS SPDR S&P Kensho Intelligent Structures ETF 4.4 45 5 -6.9 -9.4
EDEN iShares MSCI Denmark ETF 4.3 53 -3 5.8 +3.3
MVPS Amplify Thematic All-Stars ETF 4.2 49 1 3.1 +0.5
HAIL SPDR S&P Kensho Smart Mobility ETF 4.0 45 5 -2.8 -5.3
LIT Global X Lithium & Battery Tech ETF 3.9 75 -25 14.0 +11.5
MOTO SmartETFs Smart Transportation & Technology ETF 3.7 68 -18 7.1 +4.6
EV Mast Global Battery Recycling & Production ETF 3.6 65 -15 13.2 +10.6
DTEC ALPS Disruptive Technologies ETF 3.5 50 0 3.2 +0.6
AIRR First Trust RBA American Industrial Renaissance ETF 3.2 70 -20 5.1 +2.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.0 20 30 5.6 +3.0
IPO Renaissance IPO ETF 3.0 60 -10 -2.0 -4.5
ECNS iShares MSCI China Small-Cap ETF 2.9 59 -9 14.5 +12.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.6 15 35 4.7 +2.1
NUMV Nuveen ESG Mid-Cap Value ETF 2.6 31 19 7.0 +4.5
XSD SPDR S&P Semiconductor ETF 2.5 35 15 4.7 +2.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 2.4 40 10 5.6 +3.0
FXN First Trust Energy AlphaDEX Fund 2.4 62 -12 1.1 -1.4
SPHB Invesco S&P 500 High Beta ETF 2.3 25 25 4.0 +1.4
FIXT Procure Disaster Recovery Strategy ETF 2.3 75 -25 5.9 +3.4
TMFX Motley Fool Next Index ETF 2.2 50 0 3.0 +0.5
NUMG Nuveen ESG Mid-Cap Growth ETF 2.1 31 19 3.9 +1.4
TEMP JPMorgan Climate Change Solutions ETF 2.1 49 1 5.3 +2.7
XT iShares Exponential Technologies ETF 2.0 46 4 4.7 +2.2
PGJ Invesco Golden Dragon China ETF 2.0 70 -20 5.4 +2.9
NETZ TCW Transform Systems ETF 2.0 75 -25 3.8 +1.3
IYE iShares U.S. Energy ETF 1.9 40 10 6.9 +4.3
FTGS First Trust Growth Strength ETF 1.9 60 -10 5.8 +3.3
FLKR Franklin FTSE South Korea ETF 1.8 9 41 9.3 +6.7
HAP VanEck Natural Resources ETF 1.8 50 0 10.0 +7.4
KOMP SPDR S&P Kensho New Economies Composite ETF 1.7 20 30 1.1 -1.4
EWY iShares MSCI South Korea ETF 1.7 58 -8 8.4 +5.9
EEMD AAM S&P Emerging Markets High Dividend Value ETF 1.6 49 1 18.2 +15.6
TRFM AAM Transformers ETF 1.6 49 1 1.5 -1.1
IWTR iShares MSCI Water Management Multisector ETF 1.6 47 3 4.9 +2.4
NBDS Neuberger Berman Disrupters ETF 1.5 55 -5 1.5 -1.0
TCHI iShares MSCI China Multisector Tech ETF 1.5 59 -9 2.2 -0.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.5 55 -5 4.2 +1.6
FCA First Trust China AlphaDEX Fund 1.3 80 -30 18.1 +15.6
BIBL Inspire 100 ETF 1.3 35 15 5.1 +2.6
NULV Nuveen ESG Large-Cap Value ETF 1.3 26 24 6.9 +4.4
FPX First Trust US Equity Opportunities ETF 1.3 61 -11 1.7 -0.8
NTZG Nuveen Global Net Zero Transition ETF 1.3 56 -6 4.8 +2.2
BUZZ VanEck Social Sentiment ETF 1.2 75 -25 0.2 -2.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 40 4.6 +2.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.2 10 40 4.7 +2.1
ITEQ BlueStar Israel Technology ETF 1.1 75 -25 1.4 -1.1
VOT Vanguard Mid-Cap Growth ETF 1.0 7 43 4.2 +1.7
JSML Janus Henderson Small Cap Growth Alpha ETF 1.0 30 20 7.1 +4.5
FDWM Fidelity Women's Leadership ETF 1.0 59 -9 5.0 +2.5
SNSR Global X Internet of Things ETF 1.0 68 -18 4.3 +1.7
JCHI JPMorgan Active China ETF 1.0 65 -15 8.5 +5.9
VTWG Vanguard Russell 2000 Growth ETF 1.0 15 35 1.5 -1.1
ETHO Etho Climate Leadership U.S. ETF 1.0 47 3 3.5 +1.0
RODE Hartford Multifactor Diversified International ETF 1.0 29 21 11.4 +8.9
ROAM Hartford Multifactor Emerging Markets ETF 1.0 44 6 11.3 +8.8
PSCT Invesco S&P SmallCap Information Technology ETF 0.9 29 21 5.3 +2.7
EWUS iShares MSCI United Kingdom Small Cap ETF 0.9 59 -9 5.6 +3.1
DFE WisdomTree Europe SmallCap Dividend Fund 0.9 58 -8 10.5 +8.0
BUL Pacer US Cash Cows Growth ETF 0.9 60 -10 7.9 +5.4
BLES Inspire Global Hope ETF 0.9 61 -11 6.4 +3.8
NUSC Nuveen ESG Small-Cap ETF 0.8 31 19 5.1 +2.6
FSST Fidelity Sustainable U.S. Equity ETF 0.8 59 -9 2.8 +0.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.8 75 -25 3.1 +0.5
IWO iShares Russell 2000 Growth ETF 0.8 24 26 1.4 -1.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.8 9 41 3.9 +1.3
GINN Goldman Sachs Innovate Equity ETF 0.8 52 -2 2.7 +0.2
MEM Matthews Emerging Markets Equity Active ETF 0.8 79 -29 5.8 +3.2
VBK Vanguard Small-Cap Growth ETF 0.8 7 43 1.4 -1.1
EFRA iShares Environmental Infrastructure and Industrials ETF 0.7 47 3 4.9 +2.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.7 12 38 4.8 +2.3
FRDM Freedom 100 Emerging Markets ETF 0.7 49 1 6.7 +4.1
IEUS iShares MSCI Europe Small-Cap ETF 0.7 42 8 5.8 +3.3
IMCG iShares Morningstar Mid-Cap Growth ETF 0.7 6 44 4.4 +1.9
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 8 6.5 +3.9
EES WisdomTree U.S. SmallCap Fund 0.7 38 12 9.2 +6.7
DFNV Donoghue Forlines Innovation ETF 0.7 69 -19 4.9 +2.3
CARZ First Trust NASDAQ Global Auto Index Fund 0.6 70 -20 2.9 +0.4
BKSE BNY Mellon US Small Cap Core Equity ETF 0.6 4 46 5.1 +2.5
QQQS Invesco NASDAQ Future Gen 200 ETF 0.6 20 30 -8.8 -11.3
DGT SPDR Global Dow ETF 0.6 50 0 6.6 +4.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.6 35 15 5.5 +2.9
ISRA VanEck Israel ETF 0.6 59 -9 8.1 +5.6
DISV Dimensional International Small Cap Value ETF 0.6 42 8 8.8 +6.2
ISMD Inspire Small/Mid Cap ETF 0.6 54 -4 5.6 +3.0
USMF WisdomTree U.S. Multifactor Fund 0.6 28 22 7.6 +5.0
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 7 43 6.4 +3.8
RSSL Global X Russell 2000 ETF 0.6 8 42 3.0 +0.4
IQM Franklin Intelligent Machines ETF 0.6 50 0 3.5 +1.0
IWM iShares Russell 2000 ETF 0.6 19 31 3.4 +0.8
SSPY Syntax Stratified LargeCap ETF 0.6 30 20 6.6 +4.0
AVES Avantis Emerging Markets Value ETF 0.6 36 14 10.9 +8.4
FKU First Trust United Kingdom AlphaDEX Fund 0.6 80 -30 7.1 +4.6
STXK Strive Small-Cap ETF 0.6 18 32 5.0 +2.4
SQLV Royce Quant Small-Cap Quality Value ETF 0.5 60 -10 7.7 +5.2
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.5 80 -30 13.4 +10.8
DVYE iShares Emerging Markets Dividend ETF 0.5 49 1 15.5 +12.9
NORW Global X MSCI Norway ETF 0.5 50 0 7.6 +5.0
ENOR iShares MSCI Norway ETF 0.5 53 -3 7.6 +5.1
IWP iShares Russell Mid-Cap Growth ETF 0.5 23 27 4.0 +1.5
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.5 70 -20 7.2 +4.7
VTWO Vanguard Russell 2000 ETF 0.5 10 40 3.3 +0.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.5 39 11 4.3 +1.7
EMXF iShares ESG Advanced MSCI EM ETF 0.5 16 34 7.0 +4.5
FDEM Fidelity Emerging Markets Multifactor ETF 0.5 25 25 11.4 +8.8
VGK Vanguard FTSE Europe ETF 0.5 11 39 6.7 +4.1
MINV Matthews Asia Innovators Active ETF 0.5 79 -29 1.0 -1.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 -20 2.2 -0.3
VO Vanguard Mid-Cap ETF 0.5 4 46 5.9 +3.4
UMMA Wahed Dow Jones Islamic World ETF 0.5 65 -15 4.6 +2.0
AIA iShares Asia 50 ETF 0.5 50 0 6.7 +4.1
AVSC Avantis U.S Small Cap Equity ETF 0.5 25 25 4.6 +2.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 30 5.8 +3.3
VSGX Vanguard ESG International Stock ETF 0.4 12 38 6.5 +4.0
VLUE iShares MSCI USA Value Factor ETF 0.4 15 35 10.6 +8.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.4 52 -2 5.4 +2.8
VEA Vanguard FTSE Developed Markets ETF 0.4 5 45 6.9 +4.3
PXH Invesco FTSE RAFI Emerging Markets ETF 0.4 49 1 12.7 +10.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.4 58 -8 5.3 +2.8
BFOR ALPS Barron's 400 ETF 0.4 65 -15 6.4 +3.8
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 44 2.4 -0.1
FTEC Fidelity MSCI Information Technology Index ETF 0.4 8 42 4.7 +2.2
IJK iShares S&P Mid-Cap 400 Growth ETF 0.4 17 33 5.8 +3.2
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.4 24 26 6.6 +4.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.4 15 35 6.2 +3.7
VGT Vanguard Information Technology ETF 0.4 10 40 4.7 +2.1
VIDI Vident International Equity Strategy ETF 0.4 61 -11 11.9 +9.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.4 15 35 5.8 +3.3
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.4 35 15 5.0 +2.5
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.4 15 35 7.3 +4.7
AVDV Avantis International Small Cap Value ETF 0.4 36 14 7.7 +5.1
VXUS Vanguard Total International Stock ETF 0.4 7 43 6.9 +4.4
LDEM iShares ESG MSCI EM Leaders ETF 0.4 17 33 7.5 +5.0
WWJD Inspire International ETF 0.4 80 -30 6.9 +4.4
XLK Technology Select Sector SPDR Fund 0.4 9 41 5.1 +2.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 41 6.1 +3.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.4 17 33 5.2 +2.7
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.4 20 30 6.9 +4.4
HKND Humankind US Stock ETF 0.4 11 39 7.1 +4.6
ISCB iShares Morningstar Small-Cap ETF 0.4 4 46 5.1 +2.5
SFYX SoFi Next 500 ETF 0.4 0 50 5.0 +2.5
FIDU Fidelity MSCI Industrial Index ETF 0.4 8 42 4.8 +2.2
IWR iShares Russell Midcap ETF 0.4 19 31 5.6 +3.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.4 64 -14 2.2 -0.4
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 10 6.2 +3.6
XCEM Columbia EM Core ex-China ETF 0.4 16 34 7.2 +4.7
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 46 6.2 +3.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.3 38 12 8.1 +5.5
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.3 18 32 7.0 +4.5
IXN iShares Global Tech ETF 0.3 41 9 4.3 +1.8
FDTX Fidelity Disruptive Technology ETF 0.3 50 0 3.0 +0.4
SIZE iShares MSCI USA Size Factor ETF 0.3 15 35 6.0 +3.4
DFIV Dimensional International Value ETF 0.3 27 23 9.8 +7.2
EXI iShares Global Industrials ETF 0.3 42 8 4.9 +2.4
IGM iShares Expanded Tech Sector ETF 0.3 41 9 4.6 +2.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.3 65 -15 7.1 +4.6
EUSA iShares MSCI USA Equal Weighted ETF 0.3 9 41 6.0 +3.5
PTL Inspire 500 ETF 0.3 9 41 5.8 +3.2
FLDZ RiverNorth Patriot ETF 0.3 75 -25 5.6 +3.1
BLLD JPMorgan Sustainable Infrastructure ETF 0.3 49 1 5.6 +3.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -45 1.6 -0.9
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.3 32 18 6.8 +4.2
IWN iShares Russell 2000 Value ETF 0.3 24 26 5.1 +2.6
VB Vanguard Small-Cap ETF 0.3 5 45 5.2 +2.6
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 -2 6.8 +4.2
FLCH Franklin FTSE China ETF 0.3 19 31 9.8 +7.3
FTC First Trust Large Cap Growth AlphaDEX Fund 0.3 59 -9 2.9 +0.3
RSP Invesco S&P 500 Equal Weight ETF 0.3 20 30 6.2 +3.7
AVEM Avantis Emerging Markets Equity ETF 0.3 33 17 8.8 +6.3
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 44 7.6 +5.0
SCHC Schwab International Small-Cap Equity ETF 0.3 11 39 6.2 +3.7
IWS iShares Russell Mid-Cap Value ETF 0.3 23 27 6.5 +3.9
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.3 30 20 7.4 +4.8
VIS Vanguard Industrials ETF 0.3 10 40 4.4 +1.9
TTAC FCF US Quality ETF 0.3 59 -9 6.3 +3.8
JAVA JPMorgan Active Value ETF 0.3 44 6 6.1 +3.6
GXC SPDR S&P China ETF 0.3 59 -9 9.1 +6.6
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.3 14 36 5.8 +3.3
JHMD John Hancock Multifactor Developed International ETF 0.3 39 11 7.4 +4.9
AIEQ AI Powered Equity ETF 0.3 75 -25 3.4 +0.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.3 30 20 6.7 +4.2
VXF Vanguard Extended Market ETF 0.3 6 44 4.0 +1.4
EEMA iShares MSCI Emerging Markets Asia ETF 0.3 49 1 6.6 +4.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 43 5.6 +3.0
BKEM BNY Mellon Emerging Markets Equity ETF 0.3 11 39 7.5 +4.9
ESGE iShares ESG Aware MSCI EM ETF 0.3 25 25 7.4 +4.9
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.3 75 -25 7.4 +4.9
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -21 1.0 -1.6
EFG iShares MSCI EAFE Growth ETF 0.3 36 14 4.3 +1.8
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.3 36 14 7.1 +4.6
VT Vanguard Total World Stock ETF 0.3 7 43 5.8 +3.2
IEUR iShares Core MSCI Europe ETF 0.3 11 39 6.6 +4.1
SCHA Schwab U.S. Small-Cap ETF 0.3 4 46 4.5 +2.0
DFAE Dimensional Emerging Core Equity Market ETF 0.3 35 15 7.4 +4.8
DMXF iShares ESG Advanced MSCI EAFE ETF 0.3 12 38 5.1 +2.6
CFA VictoryShares US 500 Volatility Wtd ETF 0.3 35 15 5.9 +3.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.3 40 10 5.9 +3.4
NUDM Nuveen ESG International Developed Markets Equity ETF 0.3 31 19 6.3 +3.7
IEMG iShares Core MSCI Emerging Markets ETF 0.3 9 41 7.5 +4.9
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.3 70 -20 6.3 +3.7
DFAS Dimensional U.S. Small Cap ETF 0.3 26 24 5.7 +3.2
STXE Strive Emerging Markets Ex-China ETF 0.3 32 18 6.8 +4.3
SPEU SPDR Portfolio Europe ETF 0.3 7 43 6.6 +4.0
VFQY Vanguard U.S. Quality Factor ETF 0.3 13 37 7.4 +4.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.3 35 15 6.5 +3.9
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.3 42 8 6.4 +3.9
IEV iShares Europe ETF 0.3 67 -17 6.2 +3.6
FLEE Franklin FTSE Europe ETF 0.3 9 41 6.9 +4.4
SSLY Syntax Stratified SmallCap ETF 0.3 40 10 7.0 +4.4
DFAI Dimensional International Core Equity Market ETF 0.3 18 32 7.0 +4.4
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 31 7.0 +4.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.2 15 35 5.0 +2.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -16 6.8 +4.2
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 25 6.5 +4.0
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 41 6.9 +4.4
XC WisdomTree Emerging Markets Ex-China Fund 0.2 32 18 5.8 +3.3
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 18 6.3 +3.7
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 30 6.8 +4.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 1 6.4 +3.9
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.2 80 -30 8.2 +5.7
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 6.5 +4.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.2 18 32 5.8 +3.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.2 30 20 7.9 +5.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 29 4.0 +1.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 35 5.4 +2.8
DLS WisdomTree International SmallCap Dividend Fund 0.2 58 -8 8.4 +5.9
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.2 58 -8 5.9 +3.3
IJH iShares Core S&P Mid-Cap ETF 0.2 5 45 6.6 +4.1
MDY SPDR S&P Midcap 400 ETF Trust 0.2 23 27 6.5 +3.9
EEM iShares MSCI Emerging Markets ETF 0.2 69 -19 6.9 +4.3
SNPV Xtrackers S&P 500 Value ESG ETF 0.2 15 35 6.6 +4.1
DEHP Dimensional Emerging Markets High Profitability ETF 0.2 41 9 6.6 +4.0
IQSI IQ Candriam International Equity ETF 0.2 15 35 6.4 +3.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 30 6.1 +3.5
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 9 7.5 +5.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 47 6.7 +4.1
DFIS Dimensional International Small Cap ETF 0.2 39 11 6.4 +3.8
FNX First Trust Mid Cap Core AlphaDEX Fund 0.2 60 -10 6.9 +4.3
FMDE Fidelity Enhanced Mid Cap ETF 0.2 23 27 6.3 +3.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.2 4 46 5.9 +3.4
IQIN IQ 500 International ETF 0.2 25 25 8.7 +6.2
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.2 35 15 6.2 +3.6
XPND First Trust Expanded Technology ETF 0.2 65 -15 4.2 +1.7
AVDE Avantis International Equity ETF 0.2 23 27 7.8 +5.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 47 6.8 +4.3
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 26 6.1 +3.6
RNEM First Trust Emerging Markets Equity Select ETF 0.2 75 -25 5.9 +3.4
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -30 9.4 +6.8
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 43 7.0 +4.5
SCHF Schwab International Equity ETF 0.2 6 44 7.1 +4.6
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -25 6.7 +4.2
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 27 8.7 +6.2
USXF iShares ESG Advanced MSCI USA ETF 0.2 10 40 5.4 +2.8
ESGD iShares ESG Aware MSCI EAFE ETF 0.2 20 30 6.4 +3.9
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -9 9.2 +6.7
AVUS Avantis U.S. Equity ETF 0.2 15 35 5.9 +3.4
VPL Vanguard FTSE Pacific ETF 0.2 8 42 6.9 +4.4
DFIC Dimensional International Core Equity 2 ETF 0.2 23 27 7.5 +4.9
ESIX SPDR S&P SmallCap 600 ESG ETF 0.2 12 38 7.6 +5.0
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 1 8.1 +5.5
VEGN US Vegan Climate ETF 0.2 60 -10 4.8 +2.3
JHML John Hancock Multifactor Large Cap ETF 0.2 29 21 5.6 +3.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.2 10 40 5.3 +2.8
MXI iShares Global Materials ETF 0.2 41 9 6.8 +4.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 9 6.7 +4.1
IEFA iShares Core MSCI EAFE ETF 0.2 7 43 6.7 +4.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 26 7.3 +4.8
EWN iShares MSCI Netherlands ETF 0.2 50 0 4.6 +2.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.2 20 30 6.8 +4.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 25 9.3 +6.7
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 20 6.7 +4.2
NUEM Nuveen ESG Emerging Markets Equity ETF 0.2 36 14 6.7 +4.2
SUSA iShares MSCI USA ESG Select ETF 0.2 25 25 5.3 +2.7
MCHI iShares MSCI China ETF 0.2 59 -9 9.1 +6.5
IVE iShares S&P 500 Value ETF 0.2 18 32 6.5 +4.0
VOOV Vanguard S&P 500 Value ETF 0.2 10 40 6.6 +4.0
SPYV SPDR Portfolio S&P 500 Value ETF 0.2 4 46 6.7 +4.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 15 35 8.5 +5.9
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 13 8.5 +5.9
SCHY Schwab International Dividend Equity ETF 0.2 14 36 8.9 +6.4
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 46 6.8 +4.3
VUG Vanguard Growth ETF 0.2 4 46 4.3 +1.8
ILCG iShares Morningstar Growth ETF 0.2 4 46 4.1 +1.6
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 16 6.8 +4.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 41 5.7 +3.1
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 32 8.4 +5.8
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 30 6.7 +4.1
GMF SPDR S&P Emerging Asia Pacific ETF 0.2 49 1 6.2 +3.7
IUSV iShares Core S&P US Value ETF 0.2 4 46 6.7 +4.2
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 46 4.5 +2.0
SLYV SPDR S&P 600 Small Cap Value ETF 0.2 15 35 8.4 +5.8
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 30 6.1 +3.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.1 25 25 6.2 +3.7
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 8 42 7.0 +4.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 14 6.5 +4.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 40 5.5 +2.9
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 40 5.3 +2.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 8.6 +6.1
DIM WisdomTree International MidCap Dividend Fund 0.1 58 -8 7.5 +5.0
EFA iShares MSCI EAFE ETF 0.1 35 15 6.5 +4.0
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 38 7.1 +4.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 7.7 +5.1
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 41 5.1 +2.6
DFUV Dimensional US Marketwide Value ETF 0.1 22 28 7.6 +5.0
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 35 7.5 +4.9
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 17 7.1 +4.6
SFY SoFi Select 500 ETF 0.1 0 50 4.8 +2.2
STXG Strive 1000 Growth ETF 0.1 18 32 4.3 +1.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 25 5.6 +3.0
BKIE BNY Mellon International Equity ETF 0.1 4 46 6.9 +4.3
FLGB Franklin FTSE United Kingdom ETF 0.1 9 41 8.2 +5.7
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.1 39 11 12.3 +9.8
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 32 6.6 +4.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 11 8.9 +6.3
AFMC First Trust Active Factor Mid Cap ETF 0.1 65 -15 7.2 +4.6
EEMO Invesco S&P Emerging Markets Momentum ETF 0.1 29 21 6.1 +3.6
IJR iShares Core S&P Small Cap ETF 0.1 6 44 7.4 +4.8
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 10 40 7.4 +4.9
VONV Vanguard Russell 1000 Value ETF 0.1 8 42 6.6 +4.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 5 4.7 +2.2
TPIF Timothy Plan International ETF 0.1 62 -12 6.5 +4.0
DFEV Dimensional Emerging Markets Value ETF 0.1 43 7 11.1 +8.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.1 3 47 7.4 +4.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 30 5.3 +2.8
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 41 5.3 +2.7
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 41 5.0 +2.5
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 15 5.4 +2.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 33 5.6 +3.0
VTHR Vanguard Russell 3000 ETF 0.1 10 40 5.1 +2.6
IWD iShares Russell 1000 Value ETF 0.1 19 31 6.5 +3.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 47 5.1 +2.6
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 41 5.4 +2.9
DFLV Dimensional US Large Cap Value ETF 0.1 22 28 7.8 +5.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 39 5.2 +2.6
VTI Vanguard Total Stock Market ETF 0.1 3 47 5.1 +2.6
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -9 2.8 +0.3
HLAL Wahed FTSE USA Shariah ETF 0.1 50 0 4.9 +2.3
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 35 5.3 +2.7
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 41 5.1 +2.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 11 7.0 +4.4
CIL VictoryShares International Volatility Wtd ETF 0.1 45 5 6.8 +4.3
ACWI iShares MSCI ACWI ETF 0.1 32 18 5.5 +2.9
IWV iShares Russell 3000 ETF 0.1 20 30 5.0 +2.4
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.1 51 -1 6.7 +4.2
ISZE iShares MSCI Intl Size Factor ETF 0.1 30 20 6.7 +4.2
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 25 8.7 +6.2
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.1 50 0 10.9 +8.4
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 50 5.3 +2.8
IYY iShares Dow Jones U.S. ETF 0.1 20 30 5.0 +2.5
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 35 5.3 +2.7
VOTE TCW Transform 500 ETF 0.1 5 45 5.2 +2.6
SCHB Schwab U.S. Broad Market ETF 0.1 3 47 5.2 +2.6
VCR Vanguard Consumer Discretionary ETF 0.1 10 40 4.9 +2.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 48 5.2 +2.7
IJT iShares S&P Small-Cap 600 Growth ETF 0.1 18 32 6.3 +3.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 11 8.6 +6.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.1 15 35 6.4 +3.9
URTH iShares MSCI World ETF 0.1 24 26 5.4 +2.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 32 4.6 +2.0
TOK iShares MSCI Kokusai ETF 0.1 26 24 5.2 +2.7
SLYG SPDR S&P 600 Small Cap Growth ETF 0.1 15 35 6.3 +3.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.1 3 47 5.4 +2.8
XVV iShares ESG Screened S&P 500 ETF 0.1 8 42 5.1 +2.6
VONE Vanguard Russell 1000 ETF 0.1 8 42 5.3 +2.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.1 47 3 5.7 +3.2
DFAU Dimensional US Core Equity Market ETF 0.1 12 38 5.3 +2.8
VOO Vanguard S&P 500 ETF 0.1 3 47 5.4 +2.8
DSI iShares MSCI KLD 400 Social ETF 0.1 25 25 5.3 +2.7
DFUS Dimensional U.S. Equity ETF 0.1 9 41 5.1 +2.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 30 5.0 +2.5
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 43 7.4 +4.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 43 5.2 +2.7
FEX First Trust Large Cap Core AlphaDEX Fund 0.1 59 -9 6.0 +3.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 30 5.1 +2.5
NANC Unusual Whales Subversive Democratic Trading ETF 0.1 75 -25 3.9 +1.4
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 21 5.1 +2.6
SCHX Schwab U.S. Large-Cap ETF 0.1 3 47 5.3 +2.7
VV Vanguard Large-Cap ETF 0.1 4 46 5.3 +2.7
IVV iShares Core S&P 500 ETF 0.1 3 47 5.3 +2.7
SPY SPDR S&P 500 ETF Trust 0.1 9 41 5.2 +2.7
SCHK Schwab 1000 Index ETF 0.1 5 45 5.3 +2.7
SPLG SPDR Portfolio S&P 500 ETF 0.1 2 48 5.3 +2.7
IWB iShares Russell 1000 ETF 0.1 15 35 5.1 +2.6
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 35 5.9 +3.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 36 5.2 +2.7
PBUS Invesco MSCI USA ETF 0.1 4 46 5.2 +2.7
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 47 5.2 +2.7
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 46 6.3 +3.7
VWO Vanguard FTSE Emerging Markets ETF 0.1 8 42 7.2 +4.6
BKF iShares MSCI BIC ETF 0.1 69 -19 7.3 +4.8
USMV iShares MSCI USA Min Vol Factor ETF 0.1 15 35 5.8 +3.3
EPS WisdomTree U.S. LargeCap Fund 0.1 8 42 6.2 +3.7
DIVI Franklin International Core Dividend Tilt Index ETF 0.1 9 41 7.6 +5.1
SCHE Schwab Emerging Markets Equity ETF 0.1 11 39 7.3 +4.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 8 5.2 +2.7
STRV Strive 500 ETF 0.1 5 45 5.2 +2.7
FENI Fidelity Enhanced International ETF 0.1 28 22 8.0 +5.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 18 5.0 +2.5
RVRB Reverb ETF 0.1 30 20 5.0 +2.5
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 22 4.9 +2.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 42 5.2 +2.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.1 8 42 5.0 +2.5
DTH WisdomTree International High Dividend Fund 0.1 58 -8 10.0 +7.4
GWX SPDR S&P International Small Cap ETF 0.1 40 10 6.2 +3.7
IWC iShares Micro-Cap ETF 0.1 60 -10 -3.6 -6.1
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 20 7.9 +5.3
VYMI Vanguard International High Dividend Yield ETF 0.1 22 28 9.6 +7.0
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -11 5.8 +3.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 11 7.2 +4.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 41 4.9 +2.4
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 0.1 20 30 10.2 +7.7
VONG Vanguard Russell 1000 Growth ETF 0.1 8 42 5.0 +2.5
IWF iShares Russell 1000 Growth ETF 0.1 19 31 4.9 +2.4
IYC iShares U.S. Consumer Discretionary ETF 0.1 40 10 3.9 +1.3
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 39 5.0 +2.5
JSTC Adasina Social Justice All Cap Global ETF 0.0 89 -39 4.9 +2.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 45 5 6.6 +4.1
VLU SPDR S&P 1500 Value Tilt ETF 0.0 12 38 7.1 +4.6
SMMD iShares Russell 2500 ETF 0.0 15 35 5.8 +3.3
ONEO SPDR Russell 1000 Momentum Focus ETF 0.0 20 30 7.2 +4.7
RECS Columbia Research Enhanced Core ETF 0.0 15 35 5.6 +3.1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.0 45 5 7.9 +5.4
IUSG iShares Core S&P U.S. Growth ETF 0.0 4 46 4.8 +2.2
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 20 5.9 +3.3
RAFE PIMCO RAFI ESG U.S. ETF 0.0 29 21 7.2 +4.7
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 11 7.1 +4.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.0 7 43 5.2 +2.6
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 32 4.7 +2.1
IUS Invesco RAFI Strategic US ETF 0.0 19 31 7.2 +4.7
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 32 5.6 +3.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 10 7.9 +5.3
APUE ActivePassive U.S. Equity ETF 0.0 45 5 4.9 +2.4
DWM WisdomTree International Equity Fund 0.0 48 2 7.8 +5.2
VTWV Vanguard Russell 2000 Value ETF 0.0 15 35 5.0 +2.5
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.0 25 25 6.9 +4.3
PSCI Invesco S&P SmallCap Industrials ETF 0.0 29 21 5.5 +3.0
FNDB Schwab Fundamental US Broad Market Index ETF 0.0 25 25 7.0 +4.4
RWL Invesco S&P 500 Revenue ETF 0.0 39 11 6.8 +4.2
GSPY Gotham Enhanced 500 ETF 0.0 50 0 5.3 +2.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.0 9 41 5.7 +3.2
VOOG Vanguard S&P 500 Growth ETF 0.0 10 40 4.7 +2.2
IVW iShares S&P 500 Growth ETF 0.0 18 32 4.6 +2.1
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0 4 46 4.8 +2.2
DFSV Dimensional US Small Cap Value ETF 0.0 31 19 8.5 +5.9
FNDX Schwab Fundamental US Large Co. Index ETF 0.0 25 25 7.1 +4.5
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 1 5.7 +3.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 26 8.3 +5.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 20 6.7 +4.2
APIE ActivePassive International Equity ETF 0.0 45 5 7.6 +5.0
DFAT Dimensional U.S. Targeted Value ETF 0.0 28 22 7.9 +5.3
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 33 7.1 +4.6
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.0 58 -8 9.9 +7.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 38 4.8 +2.3
KRUZ Unusual Whales Subversive Republican Trading ETF 0.0 75 -25 5.7 +3.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.0 15 35 7.6 +5.1
DUHP Dimensional US High Profitability ETF 0.0 21 29 6.7 +4.2
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 25 9.0 +6.5
JIRE JPMorgan International Research Enhanced Equity ETF 0.0 24 26 6.8 +4.3

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
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 3.9 %
Divided by: Fwd. P/BV 1.3 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 2.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 CATEGORY
AVERAGE		 1.53
 
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.