Global X CleanTech ETF
ALTAR
Score™		 2.6% info Recommen-
dation		 UNDERWEIGHT
2024E    2025E
P/E
ratio		 28.1x P/Sales
ratio		 0.8x
P/BV
ratio		 1.2x Div.
yield		 1.6%


  • 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) $38
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 35
Wgt avg mkt cap (mns) $6,823
Large cap (>$10bn) 23.5%
Mid cap ($2-10bn) 44.4%
Small cap (<$2bn) 29.9%
Developed mkts 69.6%
Emerging mkts 30.4%

TOP TEN HOLDINGS
ENPHASE ENERGY INC 6.3 %
NORDEX AG 6.3 %
SAMSUNG SDI CO LTD 6.1 %
VESTAS WIND SYSTEMS A/S 6.0 %
NEXTRACKER, INC. CLASS A 6.0 %
FIRST SOLAR INC 5.9 %
XINYI SOLAR HOLDINGS LTD 4.5 %
CHINA EVERBRIGHT INTL LTD 4.4 %
FLUENCE ENERGY INC CLASS A 4.4 %
QUANTUMSCAPE CORPORATION CLASS A 4.3 %
Total 54.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 39.2 %
CHINA 14.1 %
SOUTH KOREA 10.7 %
GERMANY 6.2 %
BRITAIN 5.9 %
DENMARK 5.1 %
HONG KONG 5.0 %
TAIWAN 4.3 %
SWITZERLAND 4.1 %
CANADA 2.5 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-27.0% -27.4% -- -- -15.1%

Market Correlations
versus... Beta R-squared
S&P500 1.45 43%
MSCI EAFE 1.56 48%
MSCI Emg. Mkts. 1.40 37%

Technical Indicators
Recent close $7.68
30d moving avg. $7.80
Annualized volatility 39.7%
Short interest (ETF) 0.2%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 9
Turnover 0.2%
Bid/Ask (% of price) 0.74%
ADV underlying (mns) $1,448

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 500 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™: 2.6%


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 36.6 39 11 2.4 -0.2
TAN Invesco Solar ETF 34.9 67 -17 9.8 +7.1
RAYS Global X Solar ETF 27.7 51 -1 7.1 +4.5
ICLN iShares Global Clean Energy ETF 25.2 41 9 5.1 +2.5
CNRG SPDR S&P Kensho Clean Power ETF 25.0 45 5 2.9 +0.3
ETEC iShares Breakthrough Environmental Solutions ETF 24.1 47 3 7.7 +5.0
ACES ALPS Clean Energy ETF 22.7 55 -5 -4.1 -6.7
VCLN Virtus Duff & Phelps Clean Energy ETF 22.2 59 -9 3.7 +1.1
PBD Invesco Global Clean Energy ETF 21.6 75 -25 -4.6 -7.2
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 20.9 58 -8 -2.9 -5.5
SMOG VanEck Low Carbon Energy ETF 20.2 61 -11 2.3 -0.4
SDG iShares MSCI Global Sustainable Development Goals ETF 19.3 49 1 5.2 +2.6
PBW Invesco WilderHill Clean Energy ETF 18.3 66 -16 -12.3 -14.9
ERTH Invesco MSCI Sustainable Future ETF 18.0 62 -12 3.6 +0.9
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 17.5 79 -29 4.8 +2.2
IBAT iShares Energy Storage & Materials ETF 15.9 47 3 3.2 +0.6
WNDY Global X Wind Energy ETF 14.7 50 0 5.5 +2.9
HYDR Global X Hydrogen ETF 13.9 50 0 -16.1 -18.8
FAN First Trust Global Wind Energy ETF 11.9 60 -10 5.0 +2.4
RNEW VanEck Green Infrastructure ETF 11.9 45 5 -1.5 -4.1
HDRO Defiance Next Gen H2 ETF 11.0 30 20 -2.9 -5.6
BATT Amplify Lithium & Battery Technology ETF 9.8 59 -9 0.2 -2.4
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 8.8 55 -5 3.1 +0.5
BNE Blue Horizon BNE ETF 8.3 87 -37 4.5 +1.9
WBAT WisdomTree Battery Value Chain and Innovation Fund 8.1 45 5 -0.3 -2.9
KGRN KraneShares MSCI China Clean Technology Index ETF 8.0 79 -29 5.4 +2.8
CCSO Carbon Collective Climate Solutions US Equity ETF 7.6 35 15 2.0 -0.7
OCEN IQ Clean Oceans ETF 7.2 45 5 5.9 +3.3
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 7.1 65 -15 1.4 -1.2
IDRV iShares Self-driving EV & Tech ETF 6.9 47 3 -0.2 -2.9
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 6.6 45 5 5.7 +3.1
FDRV Fidelity Electric Vehicles and Future Transportation ETF 6.1 39 11 -1.6 -4.2
BECO BlackRock Future Climate and Sustainable Economy ETF 5.8 70 -20 11.1 +8.4
CLNR IQ Cleaner Transport ETF 5.7 45 5 6.8 +4.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 5.6 58 -8 4.6 +1.9
DRIV Global X Autonomous & Electric Vehicles ETF 5.5 68 -18 5.1 +2.5
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 4.9 72 -22 1.1 -1.6
DTEC ALPS Disruptive Technologies ETF 4.9 50 0 3.8 +1.2
LIT Global X Lithium & Battery Tech ETF 4.7 75 -25 9.8 +7.2
EDEN iShares MSCI Denmark ETF 4.6 53 -3 6.6 +4.0
QQQN VictoryShares Nasdaq Next 50 ETF 4.4 18 32 4.8 +2.2
MOTO SmartETFs Smart Transportation & Technology ETF 4.0 68 -18 7.3 +4.6
MVPS Amplify Thematic All-Stars ETF 3.9 49 1 3.0 +0.4
EV Mast Global Battery Recycling & Production ETF 3.9 65 -15 11.4 +8.8
MADE iShares U.S. Manufacturing ETF 3.7 40 10 5.7 +3.1
SIMS SPDR S&P Kensho Intelligent Structures ETF 3.6 45 5 -7.0 -9.6
HAIL SPDR S&P Kensho Smart Mobility ETF 3.6 45 5 -3.0 -5.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.3 20 30 5.6 +3.0
IPO Renaissance IPO ETF 3.3 60 -10 -4.3 -6.9
CCNR ALPS CoreCommodity Natural Resources ETF 3.2 39 11 11.0 +8.3
ECNS iShares MSCI China Small-Cap ETF 3.0 59 -9 13.4 +10.8
XSD SPDR S&P Semiconductor ETF 2.9 35 15 4.6 +2.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.9 15 35 4.6 +2.0
RSPT Invesco S&P 500 Equal Weight Technology ETF 2.7 40 10 5.4 +2.8
GSFP Goldman Sachs Future Planet Equity ETF 2.7 75 -25 4.3 +1.6
SPHB Invesco S&P 500 High Beta ETF 2.4 25 25 3.5 +0.9
FIXT Procure Disaster Recovery Strategy ETF 2.4 75 -25 5.8 +3.2
TMFX Motley Fool Next Index ETF 2.3 50 0 3.0 +0.4
XT iShares Exponential Technologies ETF 2.3 46 4 4.8 +2.1
FCA First Trust China AlphaDEX Fund 2.3 80 -30 15.3 +12.6
IYE iShares U.S. Energy ETF 2.2 40 10 6.9 +4.2
NUMV Nuveen ESG Mid-Cap Value ETF 2.2 31 19 6.8 +4.2
FTGS First Trust Growth Strength ETF 2.1 60 -10 5.5 +2.9
NUMG Nuveen ESG Mid-Cap Growth ETF 2.0 31 19 3.7 +1.1
PGJ Invesco Golden Dragon China ETF 1.9 70 -20 4.3 +1.6
EWY iShares MSCI South Korea ETF 1.9 58 -8 9.4 +6.8
HAP VanEck Natural Resources ETF 1.8 50 0 9.7 +7.1
FLKR Franklin FTSE South Korea ETF 1.7 9 41 10.3 +7.7
NETZ TCW Transform Systems ETF 1.7 75 -25 3.7 +1.0
IWTR iShares MSCI Water Management Multisector ETF 1.5 47 3 4.9 +2.3
BIBL Inspire 100 ETF 1.5 35 15 5.1 +2.4
KOMP SPDR S&P Kensho New Economies Composite ETF 1.5 20 30 1.1 -1.5
TCHI iShares MSCI China Multisector Tech ETF 1.4 59 -9 1.7 -1.0
TRFM AAM Transformers ETF 1.3 49 1 1.7 -0.9
NBDS Neuberger Berman Disrupters ETF 1.3 55 -5 1.4 -1.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 40 4.5 +1.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.2 10 40 4.5 +1.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.2 55 -5 4.2 +1.6
NTZG Nuveen Global Net Zero Transition ETF 1.1 56 -6 4.9 +2.2
VOT Vanguard Mid-Cap Growth ETF 1.1 7 43 3.7 +1.1
SNSR Global X Internet of Things ETF 1.1 68 -18 4.8 +2.1
NULV Nuveen ESG Large-Cap Value ETF 1.1 26 24 6.7 +4.1
FDWM Fidelity Women's Leadership ETF 1.0 59 -9 4.6 +2.0
JSML Janus Henderson Small Cap Growth Alpha ETF 1.0 30 20 7.0 +4.4
FXN First Trust Energy AlphaDEX Fund 1.0 62 -12 6.0 +3.4
TEMP JPMorgan Climate Change Solutions ETF 0.9 49 1 5.3 +2.7
DFE WisdomTree Europe SmallCap Dividend Fund 0.9 58 -8 10.4 +7.7
CARZ First Trust NASDAQ Global Auto Index Fund 0.9 70 -20 4.1 +1.5
ITEQ BlueStar Israel Technology ETF 0.9 75 -25 1.2 -1.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.9 30 20 5.8 +3.2
SMCP AlphaMark Actively Managed Small Cap ETF 0.9 90 -40 4.3 +1.7
JCHI JPMorgan Active China ETF 0.9 65 -15 7.1 +4.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.9 75 -25 3.0 +0.3
ETHO Etho Climate Leadership U.S. ETF 0.8 47 3 3.6 +1.0
DFNV Donoghue Forlines Innovation ETF 0.8 69 -19 4.7 +2.1
ROAM Hartford Multifactor Emerging Markets ETF 0.8 44 6 15.2 +12.6
FTHF First Trust Emerging Markets Human Flourishing ETF 0.8 75 -25 8.9 +6.3
FRDM Freedom 100 Emerging Markets ETF 0.8 49 1 7.0 +4.4
RODE Hartford Multifactor Diversified International ETF 0.8 29 21 11.8 +9.2
PSCT Invesco S&P SmallCap Information Technology ETF 0.8 29 21 4.9 +2.3
EWUS iShares MSCI United Kingdom Small Cap ETF 0.8 59 -9 5.4 +2.8
BLES Inspire Global Hope ETF 0.8 61 -11 6.4 +3.8
IMCG iShares Morningstar Mid-Cap Growth ETF 0.7 6 44 4.2 +1.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.7 12 38 4.8 +2.1
BUL Pacer US Cash Cows Growth ETF 0.7 60 -10 7.8 +5.2
GINN Goldman Sachs Innovate Equity ETF 0.7 52 -2 2.8 +0.2
MEM Matthews Emerging Markets Equity Active ETF 0.7 79 -29 5.2 +2.6
EFRA iShares Environmental Infrastructure and Industrials ETF 0.7 47 3 5.3 +2.7
NUSC Nuveen ESG Small-Cap ETF 0.7 31 19 5.2 +2.6
IWO iShares Russell 2000 Growth ETF 0.7 24 26 0.6 -2.0
VTWG Vanguard Russell 2000 Growth ETF 0.7 15 35 0.7 -1.9
FSST Fidelity Sustainable U.S. Equity ETF 0.7 59 -9 2.5 -0.1
IEUS iShares MSCI Europe Small-Cap ETF 0.6 42 8 6.1 +3.5
BKSE BNY Mellon US Small Cap Core Equity ETF 0.6 4 46 5.0 +2.4
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 71 -21 0.4 -2.3
DGT SPDR Global Dow ETF 0.6 50 0 7.0 +4.4
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.6 70 -20 7.5 +4.9
VBK Vanguard Small-Cap Growth ETF 0.6 7 43 1.3 -1.3
JHMM John Hancock Multifactor Mid Cap ETF 0.6 42 8 6.3 +3.6
QQQS Invesco NASDAQ Future Gen 200 ETF 0.6 20 30 -11.2 -13.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.6 9 41 3.6 +0.9
DVYE iShares Emerging Markets Dividend ETF 0.6 49 1 18.8 +16.2
DISV Dimensional International Small Cap Value ETF 0.5 42 8 9.1 +6.4
IWP iShares Russell Mid-Cap Growth ETF 0.5 23 27 3.5 +0.9
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.5 80 -30 14.1 +11.4
AIRR First Trust RBA American Industrial Renaissance ETF 0.5 70 -20 5.1 +2.5
FTC First Trust Large Cap Growth AlphaDEX Fund 0.5 59 -9 2.8 +0.2
IPAV Global X Infrastructure Development ex-U.S. ETF 0.5 55 -5 9.5 +6.8
IQM Franklin Intelligent Machines ETF 0.5 50 0 3.3 +0.7
AIA iShares Asia 50 ETF 0.5 50 0 6.2 +3.5
AVES Avantis Emerging Markets Value ETF 0.5 36 14 11.2 +8.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.5 35 15 5.6 +3.0
EES WisdomTree U.S. SmallCap Fund 0.5 38 12 9.6 +7.0
RSSL Global X Russell 2000 ETF 0.5 8 42 2.8 +0.2
EMXF iShares ESG Advanced MSCI EM ETF 0.5 16 34 6.6 +4.0
BFOR ALPS Barron's 400 ETF 0.5 65 -15 6.0 +3.3
VO Vanguard Mid-Cap ETF 0.5 4 46 5.6 +3.0
VLUE iShares MSCI USA Value Factor ETF 0.5 15 35 10.2 +7.6
ISRA VanEck Israel ETF 0.5 59 -9 8.3 +5.7
ENOR iShares MSCI Norway ETF 0.5 53 -3 7.7 +5.1
USMF WisdomTree U.S. Multifactor Fund 0.5 28 22 7.3 +4.7
NORW Global X MSCI Norway ETF 0.5 50 0 7.6 +5.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.5 20 30 6.5 +3.9
WWJD Inspire International ETF 0.5 80 -30 7.0 +4.4
IWM iShares Russell 2000 ETF 0.5 19 31 3.0 +0.4
VTWO Vanguard Russell 2000 ETF 0.5 10 40 3.1 +0.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.4 39 11 4.3 +1.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 41 5.9 +3.3
FDEM Fidelity Emerging Markets Multifactor ETF 0.4 25 25 11.9 +9.3
XLK Technology Select Sector SPDR Fund 0.4 9 41 5.0 +2.4
PXH Invesco FTSE RAFI Emerging Markets ETF 0.4 49 1 11.7 +9.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.4 64 -14 2.2 -0.4
LDEM iShares ESG MSCI EM Leaders ETF 0.4 17 33 6.9 +4.3
AIEQ AI Powered Equity ETF 0.4 75 -25 5.5 +2.9
VIDI Vident International Equity Strategy ETF 0.4 61 -11 10.2 +7.5
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 -10 7.6 +5.0
FDTX Fidelity Disruptive Technology ETF 0.4 50 0 2.9 +0.3
AVDV Avantis International Small Cap Value ETF 0.4 36 14 8.2 +5.5
SSPY Syntax Stratified LargeCap ETF 0.4 30 20 6.4 +3.8
FLDZ RiverNorth Patriot ETF 0.4 75 -25 5.6 +3.0
FTEC Fidelity MSCI Information Technology Index ETF 0.4 8 42 4.6 +1.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.4 52 -2 5.2 +2.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.4 58 -8 5.1 +2.5
IXN iShares Global Tech ETF 0.4 41 9 4.3 +1.7
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 46 5.9 +3.3
IWR iShares Russell Midcap ETF 0.4 19 31 5.7 +3.1
VGT Vanguard Information Technology ETF 0.4 10 40 4.4 +1.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -45 1.4 -1.2
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.4 15 35 9.8 +7.2
ECON Columbia Emerging Markets Consumer ETF 0.4 49 1 7.1 +4.4
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.4 24 26 9.0 +6.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 44 2.4 -0.3
SIZE iShares MSCI USA Size Factor ETF 0.4 15 35 5.7 +3.1
IGM iShares Expanded Tech Sector ETF 0.4 41 9 4.3 +1.7
AVSC Avantis U.S Small Cap Equity ETF 0.4 25 25 5.0 +2.4
DFIV Dimensional International Value ETF 0.3 27 23 10.0 +7.4
EUSA iShares MSCI USA Equal Weighted ETF 0.3 9 41 5.9 +3.2
RSP Invesco S&P 500 Equal Weight ETF 0.3 20 30 6.2 +3.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 7 43 6.4 +3.8
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.3 38 12 7.6 +5.0
HKND Humankind US Stock ETF 0.3 11 39 7.0 +4.4
PTL Inspire 500 ETF 0.3 9 41 5.7 +3.0
EXI iShares Global Industrials ETF 0.3 42 8 4.7 +2.0
EWX SPDR S&P Emerging Markets Small Cap ETF 0.3 65 -15 8.1 +5.4
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.3 20 30 6.5 +3.9
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 10 6.6 +4.0
IJK iShares S&P Mid-Cap 400 Growth ETF 0.3 17 33 6.0 +3.4
IWS iShares Russell Mid-Cap Value ETF 0.3 23 27 6.5 +3.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.3 15 35 5.9 +3.3
FIDU Fidelity MSCI Industrial Index ETF 0.3 8 42 4.6 +2.0
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.3 32 18 5.2 +2.6
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.3 30 20 7.2 +4.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.3 15 35 6.0 +3.4
ISCB iShares Morningstar Small-Cap ETF 0.3 4 46 5.0 +2.4
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.3 75 -25 7.7 +5.1
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.3 18 32 6.8 +4.2
XCEM Columbia EM Core ex-China ETF 0.3 16 34 7.7 +5.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.3 15 35 5.9 +3.3
FLCH Franklin FTSE China ETF 0.3 19 31 7.9 +5.3
SCHC Schwab International Small-Cap Equity ETF 0.3 11 39 6.6 +3.9
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.3 59 -9 10.9 +8.3
UMMA Wahed Dow Jones Islamic World ETF 0.3 65 -15 4.4 +1.7
STXE Strive Emerging Markets Ex-China ETF 0.3 32 18 6.9 +4.3
DFAE Dimensional Emerging Core Equity Market ETF 0.3 35 15 7.1 +4.4
TTAC FCF US Quality ETF 0.3 59 -9 6.3 +3.6
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 35 7.3 +4.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 43 5.6 +3.0
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.3 14 36 6.0 +3.4
DMXF iShares ESG Advanced MSCI EAFE ETF 0.3 12 38 5.7 +3.1
EFG iShares MSCI EAFE Growth ETF 0.3 36 14 4.7 +2.1
EEMA iShares MSCI Emerging Markets Asia ETF 0.3 49 1 6.2 +3.5
GXC SPDR S&P China ETF 0.3 59 -9 7.5 +4.9
SFYX SoFi Next 500 ETF 0.3 0 50 4.9 +2.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.3 41 9 7.1 +4.5
AVEM Avantis Emerging Markets Equity ETF 0.3 33 17 8.6 +6.0
BLLD JPMorgan Sustainable Infrastructure ETF 0.3 49 1 5.5 +2.9
JHMD John Hancock Multifactor Developed International ETF 0.3 39 11 7.7 +5.1
STXK Strive Small-Cap ETF 0.3 18 32 5.3 +2.7
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 -2 7.0 +4.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 33 5.0 +2.4
EQLT iShares MSCI Emerging Markets Quality Factor ETF 0.3 35 15 7.2 +4.6
FEX First Trust Large Cap Core AlphaDEX Fund 0.3 59 -9 5.7 +3.1
IEMG iShares Core MSCI Emerging Markets ETF 0.3 9 41 7.1 +4.5
IEUR iShares Core MSCI Europe ETF 0.3 11 39 6.8 +4.1
EMXC iShares MSCI Emerging Markets ex China ETF 0.3 25 25 6.6 +4.0
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 31 6.5 +3.9
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.3 36 14 7.5 +4.9
VGK Vanguard FTSE Europe ETF 0.3 11 39 6.8 +4.2
VB Vanguard Small-Cap ETF 0.3 5 45 5.1 +2.5
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.3 70 -20 5.8 +3.2
IEV iShares Europe ETF 0.3 67 -17 6.3 +3.7
SPEU SPDR Portfolio Europe ETF 0.3 7 43 6.8 +4.1
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.3 15 35 7.0 +4.4
BKEM BNY Mellon Emerging Markets Equity ETF 0.3 11 39 8.2 +5.6
VFQY Vanguard U.S. Quality Factor ETF 0.3 13 37 7.5 +4.9
DFEV Dimensional Emerging Markets Value ETF 0.2 43 7 10.8 +8.2
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 44 7.6 +5.0
VIS Vanguard Industrials ETF 0.2 10 40 4.3 +1.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.2 18 32 5.7 +3.1
NUDM Nuveen ESG International Developed Markets Equity ETF 0.2 31 19 6.6 +4.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.2 25 25 5.4 +2.7
IWN iShares Russell 2000 Value ETF 0.2 24 26 5.1 +2.5
FLEE Franklin FTSE Europe ETF 0.2 9 41 6.8 +4.2
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.2 58 -8 6.1 +3.4
VTWV Vanguard Russell 2000 Value ETF 0.2 15 35 5.2 +2.6
VSGX Vanguard ESG International Stock ETF 0.2 12 38 6.6 +4.0
DEHP Dimensional Emerging Markets High Profitability ETF 0.2 41 9 4.7 +2.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 1 6.8 +4.2
DFAI Dimensional International Core Equity Market ETF 0.2 18 32 7.2 +4.5
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.2 80 -30 8.1 +5.5
ESGE iShares ESG Aware MSCI EM ETF 0.2 25 25 6.9 +4.3
DLS WisdomTree International SmallCap Dividend Fund 0.2 58 -8 8.7 +6.0
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 15 5.7 +3.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 10 5.7 +3.1
VXF Vanguard Extended Market ETF 0.2 6 44 3.9 +1.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.2 30 20 7.8 +5.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 29 3.9 +1.2
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 41 6.8 +4.2
DFLV Dimensional US Large Cap Value ETF 0.2 22 28 7.6 +5.0
EEM iShares MSCI Emerging Markets ETF 0.2 69 -19 6.5 +3.9
IQIN IQ 500 International ETF 0.2 25 25 9.1 +6.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -16 9.5 +6.9
XC WisdomTree Emerging Markets Ex-China Fund 0.2 32 18 5.9 +3.3
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 30 7.0 +4.3
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 18 5.9 +3.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 15 6.6 +4.0
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.2 42 8 6.5 +3.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 6.2 +3.6
IQSI IQ Candriam International Equity ETF 0.2 15 35 6.5 +3.9
DFAS Dimensional U.S. Small Cap ETF 0.2 26 24 5.8 +3.2
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.2 35 15 6.7 +4.1
VEA Vanguard FTSE Developed Markets ETF 0.2 5 45 7.2 +4.6
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 47 7.4 +4.7
USXF iShares ESG Advanced MSCI USA ETF 0.2 10 40 5.0 +2.4
SCHF Schwab International Equity ETF 0.2 6 44 7.6 +5.0
SCHA Schwab U.S. Small-Cap ETF 0.2 4 46 4.7 +2.1
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.2 12 38 6.0 +3.3
VPL Vanguard FTSE Pacific ETF 0.2 8 42 7.6 +5.0
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -11 5.9 +3.3
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 43 7.2 +4.6
ISMD Inspire Small/Mid Cap ETF 0.2 54 -4 5.6 +3.0
RNEM First Trust Emerging Markets Equity Select ETF 0.2 75 -25 5.8 +3.2
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 26 6.3 +3.7
VEGN US Vegan Climate ETF 0.2 60 -10 4.5 +1.9
VXUS Vanguard Total International Stock ETF 0.2 7 43 7.1 +4.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 30 4.9 +2.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.2 15 35 4.7 +2.1
AVDE Avantis International Equity ETF 0.2 23 27 8.0 +5.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 35 5.1 +2.5
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.2 35 15 4.5 +1.9
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 13 8.8 +6.2
ESGD iShares ESG Aware MSCI EAFE ETF 0.2 20 30 7.2 +4.5
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -30 10.2 +7.5
VUG Vanguard Growth ETF 0.2 4 46 4.2 +1.6
SUSA iShares MSCI USA ESG Select ETF 0.2 25 25 5.1 +2.5
IVE iShares S&P 500 Value ETF 0.2 18 32 6.3 +3.7
SPYV SPDR Portfolio S&P 500 Value ETF 0.2 4 46 6.5 +3.8
VOOV Vanguard S&P 500 Value ETF 0.2 10 40 6.4 +3.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.2 4 46 5.8 +3.2
SNPV Xtrackers S&P 500 Value ESG ETF 0.2 15 35 6.4 +3.8
ILCG iShares Morningstar Growth ETF 0.2 4 46 4.0 +1.4
DFIC Dimensional International Core Equity 2 ETF 0.2 23 27 7.6 +4.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 8 42 7.1 +4.5
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 20 7.0 +4.3
IEFA iShares Core MSCI EAFE ETF 0.2 7 43 7.3 +4.7
IJH iShares Core S&P Mid-Cap ETF 0.2 5 45 6.7 +4.1
MDY SPDR S&P Midcap 400 ETF Trust 0.2 24 26 6.5 +3.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 25 10.1 +7.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 11 7.5 +4.8
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 32 6.9 +4.3
AVUS Avantis U.S. Equity ETF 0.2 15 35 5.8 +3.1
FESM Fidelity Enhanced Small Cap ETF 0.2 28 22 1.8 -0.8
IUSV iShares Core S&P US Value ETF 0.2 4 46 6.5 +3.9
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 27 9.0 +6.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 10 40 6.6 +4.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 47 6.7 +4.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 46 4.2 +1.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 25 6.3 +3.6
SUSL iShares ESG MSCI USA Leaders ETF 0.2 10 40 5.2 +2.6
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 46 7.3 +4.7
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.2 35 15 11.9 +9.3
MXI iShares Global Materials ETF 0.2 41 9 6.8 +4.2
SCHY Schwab International Dividend Equity ETF 0.2 14 36 9.1 +6.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 16 7.0 +4.4
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 35 6.2 +3.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.2 10 40 5.2 +2.6
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.2 20 30 6.8 +4.2
DIM WisdomTree International MidCap Dividend Fund 0.2 58 -8 7.7 +5.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 9 7.2 +4.6
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 1 7.8 +5.2
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.1 20 30 6.7 +4.1
DFVX Dimensional US Large Cap Vector ETF 0.1 22 28 6.1 +3.5
DFIS Dimensional International Small Cap ETF 0.1 39 11 6.7 +4.1
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 1 5.8 +3.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 8.9 +6.3
SFY SoFi Select 500 ETF 0.1 0 50 4.6 +2.0
DFUV Dimensional US Marketwide Value ETF 0.1 22 28 7.4 +4.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 41 5.5 +2.9
JHML John Hancock Multifactor Large Cap ETF 0.1 29 21 5.4 +2.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 40 5.3 +2.7
NUEM Nuveen ESG Emerging Markets Equity ETF 0.1 36 14 6.2 +3.6
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 14 6.5 +3.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 30 6.9 +4.2
FLGB Franklin FTSE United Kingdom ETF 0.1 9 41 7.8 +5.1
EFA iShares MSCI EAFE ETF 0.1 35 15 7.1 +4.4
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 32 6.4 +3.8
ESIX SPDR S&P SmallCap 600 ESG ETF 0.1 12 38 7.8 +5.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 5 4.6 +2.0
STXG Strive 1000 Growth ETF 0.1 18 32 4.1 +1.5
VT Vanguard Total World Stock ETF 0.1 7 43 5.6 +3.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 11 7.2 +4.6
BKIE BNY Mellon International Equity ETF 0.1 4 46 7.0 +4.4
JAVA JPMorgan Active Value ETF 0.1 44 6 5.9 +3.3
EEMO Invesco S&P Emerging Markets Momentum ETF 0.1 29 21 5.4 +2.8
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.1 39 11 12.0 +9.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 30 5.3 +2.7
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 41 4.8 +2.2
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 33 5.5 +2.8
HLAL Wahed FTSE USA Shariah ETF 0.1 50 0 4.8 +2.2
IWD iShares Russell 1000 Value ETF 0.1 19 31 6.2 +3.6
IJS iShares S&P Small-Cap 600 Value ETF 0.1 18 32 7.8 +5.2
VWO Vanguard FTSE Emerging Markets ETF 0.1 8 42 6.7 +4.1
VONV Vanguard Russell 1000 Value ETF 0.1 8 42 6.3 +3.7
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 38 6.3 +3.7
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 15 5.1 +2.5
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 35 5.3 +2.6
TPIF Timothy Plan International ETF 0.1 62 -12 6.8 +4.2
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 25 8.3 +5.6
SLYV SPDR S&P 600 Small Cap Value ETF 0.1 15 35 7.8 +5.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.1 15 35 8.6 +6.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.1 70 -20 2.9 +0.3
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 35 5.1 +2.5
ACWI iShares MSCI ACWI ETF 0.1 32 18 5.4 +2.8
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 38 7.3 +4.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 47 4.9 +2.3
DFUS Dimensional U.S. Equity ETF 0.1 9 41 5.0 +2.3
SMDY Syntax Stratified MidCap ETF 0.1 35 15 5.7 +3.1
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.1 50 0 12.9 +10.3
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 41 5.3 +2.6
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 41 5.1 +2.4
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 41 4.8 +2.2
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 17 7.9 +5.3
IWV iShares Russell 3000 ETF 0.1 20 30 4.7 +2.1
VTHR Vanguard Russell 3000 ETF 0.1 10 40 4.8 +2.2
VTI Vanguard Total Stock Market ETF 0.1 3 47 4.8 +2.2
IYY iShares Dow Jones U.S. ETF 0.1 20 30 4.9 +2.2
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 32 4.6 +2.0
MCHI iShares MSCI China ETF 0.1 59 -9 7.4 +4.8
TOK iShares MSCI Kokusai ETF 0.1 26 24 5.1 +2.5
SCHB Schwab U.S. Broad Market ETF 0.1 3 47 5.0 +2.4
XVV iShares ESG Screened S&P 500 ETF 0.1 8 42 4.9 +2.3
URTH iShares MSCI World ETF 0.1 24 26 5.3 +2.7
IJR iShares Core S&P Small Cap ETF 0.1 6 44 6.9 +4.3
DSI iShares MSCI KLD 400 Social ETF 0.1 25 25 5.1 +2.5
DCOR Dimensional US Core Equity 1 ETF 0.1 14 36 5.4 +2.8
DFAU Dimensional US Core Equity Market ETF 0.1 12 38 5.1 +2.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 39 5.0 +2.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 35 5.0 +2.4
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 41 4.9 +2.3
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 21 5.0 +2.4
CIL VictoryShares International Volatility Wtd ETF 0.1 45 5 7.0 +4.3
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.1 51 -1 6.9 +4.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.1 8 42 4.8 +2.2
SSLY Syntax Stratified SmallCap ETF 0.1 40 10 7.2 +4.6
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 10 40 7.5 +4.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 30 4.9 +2.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.1 3 47 7.0 +4.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.1 3 47 5.2 +2.6
IVV iShares Core S&P 500 ETF 0.1 3 47 5.1 +2.5
SPY SPDR S&P 500 ETF Trust 0.1 9 41 5.0 +2.4
VOO Vanguard S&P 500 ETF 0.1 3 47 5.1 +2.4
SPLG SPDR Portfolio S&P 500 ETF 0.1 2 48 5.1 +2.5
SCHX Schwab U.S. Large-Cap ETF 0.1 3 47 5.0 +2.4
SCHK Schwab 1000 Index ETF 0.1 5 45 5.0 +2.4
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 35 5.7 +3.1
PBUS Invesco MSCI USA ETF 0.1 4 46 5.0 +2.4
IWB iShares Russell 1000 ETF 0.1 15 35 4.9 +2.3
VONE Vanguard Russell 1000 ETF 0.1 8 42 5.0 +2.4
VV Vanguard Large-Cap ETF 0.1 4 46 5.0 +2.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 48 5.1 +2.4
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 50 5.1 +2.5
VOTE TCW Transform 500 ETF 0.1 5 45 5.0 +2.4
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 47 5.0 +2.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.1 47 3 5.5 +2.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 11 7.9 +5.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 30 4.9 +2.3
USMV iShares MSCI USA Min Vol Factor ETF 0.1 15 35 5.6 +3.0
IJT iShares S&P Small-Cap 600 Growth ETF 0.1 18 32 6.1 +3.5
STRV Strive 500 ETF 0.1 5 45 4.9 +2.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 11 7.3 +4.6
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 43 7.0 +4.4
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -9 2.8 +0.2
EPS WisdomTree U.S. LargeCap Fund 0.1 8 42 6.0 +3.4
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 22 4.8 +2.2
FMDE Fidelity Enhanced Mid Cap ETF 0.1 23 27 6.3 +3.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 38 4.5 +1.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 8 5.1 +2.5
DIVI Franklin International Core Dividend Tilt Index ETF 0.1 9 41 8.0 +5.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 43 5.0 +2.4
DTH WisdomTree International High Dividend Fund 0.1 58 -8 10.0 +7.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.1 15 35 6.5 +3.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 42 5.0 +2.4
SLYG SPDR S&P 600 Small Cap Growth ETF 0.1 15 35 6.1 +3.5
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 20 7.9 +5.2
VCR Vanguard Consumer Discretionary ETF 0.1 10 40 4.6 +2.0
SCHE Schwab Emerging Markets Equity ETF 0.1 11 39 6.8 +4.2
RVRB Reverb ETF 0.1 30 20 4.7 +2.1
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 25 9.4 +6.8
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 46 6.3 +3.6
MODL VictoryShares WestEnd U.S. Sector ETF 0.1 42 8 4.8 +2.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 11 7.6 +5.0
IWF iShares Russell 1000 Growth ETF 0.1 19 31 4.5 +1.9
VONG Vanguard Russell 1000 Growth ETF 0.1 8 42 4.6 +2.0
VYMI Vanguard International High Dividend Yield ETF 0.1 22 28 9.8 +7.2
GWX SPDR S&P International Small Cap ETF 0.1 40 10 6.5 +3.9
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 39 4.9 +2.2
ONEO SPDR Russell 1000 Momentum Focus ETF 0.1 20 30 7.0 +4.4
VLU SPDR S&P 1500 Value Tilt ETF 0.1 12 38 6.9 +4.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 41 5.0 +2.4
DFSV Dimensional US Small Cap Value ETF 0.1 31 19 9.1 +6.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 36 5.1 +2.4
BKF iShares MSCI BIC ETF 0.0 69 -19 6.2 +3.6
JSTC Adasina Social Justice All Cap Global ETF 0.0 89 -39 5.3 +2.7
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 20 6.1 +3.5
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 11 6.9 +4.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 45 5 6.3 +3.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 38 4.5 +1.9
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.0 45 5 10.6 +7.9
JHSC John Hancock Multifactor Small Cap ETF 0.0 42 8 6.9 +4.2
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 32 4.4 +1.8
IUSG iShares Core S&P U.S. Growth ETF 0.0 4 46 4.7 +2.1
IUS Invesco RAFI Strategic US ETF 0.0 19 31 6.9 +4.3
IYC iShares U.S. Consumer Discretionary ETF 0.0 40 10 3.6 +1.0
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 32 5.5 +2.9
SMMD iShares Russell 2500 ETF 0.0 15 35 5.9 +3.2
APUE ActivePassive U.S. Equity ETF 0.0 45 5 4.9 +2.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.0 7 43 5.0 +2.4
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 10 7.9 +5.3
DWM WisdomTree International Equity Fund 0.0 48 2 7.9 +5.3
FNDB Schwab Fundamental US Broad Market Index ETF 0.0 25 25 6.9 +4.3
RWL Invesco S&P 500 Revenue ETF 0.0 39 11 6.9 +4.3
GSPY Gotham Enhanced 500 ETF 0.0 50 0 5.1 +2.5
IVW iShares S&P 500 Growth ETF 0.0 18 32 4.5 +1.9
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0 4 46 4.7 +2.0
VOOG Vanguard S&P 500 Growth ETF 0.0 10 40 4.6 +2.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.0 9 41 5.5 +2.8
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.0 25 25 6.9 +4.2
FENI Fidelity Enhanced International ETF 0.0 28 22 8.0 +5.3
RAFE PIMCO RAFI ESG U.S. ETF 0.0 29 21 7.1 +4.5
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 33 7.0 +4.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 26 8.7 +6.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.0 25 25 6.9 +4.3
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 1 5.5 +2.9
DFAT Dimensional U.S. Targeted Value ETF 0.0 28 22 8.4 +5.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 20 7.4 +4.8
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.0 58 -8 10.2 +7.6
STXV Strive 1000 Value ETF 0.0 18 32 7.7 +5.1
APIE ActivePassive International Equity ETF 0.0 45 5 8.1 +5.5
DUHP Dimensional US High Profitability ETF 0.0 21 29 6.5 +3.9
JIRE JPMorgan International Research Enhanced Equity ETF 0.0 24 26 6.9 +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 3.6 %
Divided by: Fwd. P/BV 1.2 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 2.6 %
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.