Invesco MSCI Global Timber ETF
ALTAR
Score™		 8.4% info Recommen-
dation		 SPECULATIVE
2024E    2025E
P/E
ratio		 16.9x P/Sales
ratio		 1.1x
P/BV
ratio		 1.4x Div.
yield		 2.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Invesco Timber Index ETF is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond to the performance of the Beacon Global Timber Index, which is comprised of global timber companies.

FUND BASICS
Category Global Equities
Fund Sponsor Guggenheim
Website guggenheiminvestments.com
Inception date Nov 09, 2007
Assets (mns) $54
Currency USD
Expense ratio 61 bp
Distributions Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Market Cap
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 57
Wgt avg mkt cap (mns) $10,169
Large cap (>$10bn) 37.0%
Mid cap ($2-10bn) 55.9%
Small cap (<$2bn) 7.1%
Developed mkts 87.9%
Emerging mkts 12.2%

TOP TEN HOLDINGS
SMURFIT WESTROCK PLC 7.1 %
INTERNATIONAL PAPER CO 6.1 %
PACKAGING CORP OF AMERICA 6.0 %
WEYERHAEUSER CO 5.1 %
DS SMITH PLC 4.9 %
UPM-KYMMENE OYJ 4.9 %
AMCOR PLC 4.7 %
AVERY DENNISON CORP 4.7 %
GRAPHIC PACKAGING HOLDING CO 4.4 %
SUZANO PAPEL E CELULOSE SA 4.1 %
Total 52.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 41.0 %
BRITAIN 13.0 %
FINLAND 10.3 %
SWEDEN 6.6 %
BRAZIL 5.9 %
CANADA 4.9 %
SWITZERLAND 3.0 %
JAPAN 3.0 %
TAIWAN 1.2 %
INDIA 1.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
0.5% 13.8% 5.4% 5.1% 3.6%

Market Correlations
versus... Beta R-squared
S&P500 0.92 67%
MSCI EAFE 1.00 81%
MSCI Emg. Mkts. 0.85 58%

Technical Indicators
Recent close $34.04
30d moving avg. $34.79
Annualized volatility 19.6%
Short interest (ETF) 0.0%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 2
Turnover 0.1%
Bid/Ask (% of price) 0.57%
ADV underlying (mns) $1,691

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 692 potential alternatives to the Invesco MSCI Global Timber ETF ETF based on the alternatives' overlap in portfolio holdings with CUT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: CUT Expense: 61 bp ALTAR Score™: 8.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH CUT
Ticker Fund
Name		 Overlap1
vs CUT
(%)		 Expense
ratio
(bp)		 Savings
vs CUT
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs CUT
(%)
WOOD iShares Global Timber & Forestry ETF 47.2 42 19 9.8 +1.4
GNR SPDR S&P Global Natural Resources ETF 17.6 40 21 9.7 +1.3
RSPM Invesco S&P 500 Equal Weight Materials ETF 14.8 40 21 7.9 -0.5
IVEG iShares Emergent Food and AgTech Multisector ETF 12.5 47 14 8.0 -0.4
EFNL iShares MSCI Finland ETF 10.3 56 5 8.0 -0.4
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 10.0 60 1 5.2 -3.2
NANR SPDR S&P North American Natural Resources ETF 8.6 35 26 7.4 -1.0
XLB Materials Select Sector SPDR Fund 8.3 9 52 6.2 -2.2
SPRE SP Funds S&P Global REIT Sharia ETF 8.1 55 6 4.6 -3.8
VAW Vanguard Materials ETF 7.2 10 51 6.3 -2.1
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 7.2 60 1 5.5 -2.9
FMAT Fidelity MSCI Materials Index ETF 6.9 8 53 6.4 -2.0
BECO BlackRock Future Climate and Sustainable Economy ETF 6.9 70 -9 11.9 +3.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 6.8 39 22 8.6 +0.2
DFND Siren DIVCON Dividend Defender ETF 6.1 189 -128 6.4 -2.0
TEMP JPMorgan Climate Change Solutions ETF 6.0 49 12 5.5 -2.9
IYM iShares U.S. Basic Materials ETF 5.8 40 21 6.7 -1.7
FTRI First Trust Indxx Global Natural Resources Income ETF 5.6 70 -9 9.8 +1.4
MXI iShares Global Materials ETF 5.5 41 20 7.0 -1.4
GSFP Goldman Sachs Future Planet Equity ETF 5.5 75 -14 4.2 -4.2
FXZ First Trust Materials AlphaDEX Fund 5.4 61 0 11.3 +2.9
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 5.1 60 1 8.3 -0.1
IVRA Invesco Real Assets ESG ETF 4.9 59 2 5.4 -3.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 4.7 61 0 6.0 -2.4
SURE AdvisorShares Insiders Advantage ETF 4.7 90 -29 9.3 +0.9
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 4.3 46 15 9.3 +1.0
SDG iShares MSCI Global Sustainable Development Goals ETF 4.2 49 12 5.6 -2.8
SDOG ALPS Sector Dividend Dogs ETF 4.1 36 25 9.2 +0.8
PSCM Invesco S&P SmallCap Materials ETF 4.1 29 32 8.0 -0.4
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.1 40 21 6.3 -2.1
SPDV AAM S&P 500 High Dividend Value ETF 3.8 29 32 9.6 +1.2
USSE Segall Bryant & Hamill Select Equity ETF 3.7 65 -4 3.7 -4.7
IGE iShares North American Natural Resources ETF 3.7 41 20 6.1 -2.3
CRED Columbia Research Enhanced Real Estate ETF 3.7 33 28 7.0 -1.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 3.6 60 1 7.7 -0.7
DVY iShares Select Dividend ETF 3.6 38 23 8.0 -0.4
EFRA iShares Environmental Infrastructure and Industrials ETF 3.6 47 14 4.9 -3.5
SMAP Amplify Small-Mid Cap Equity ETF 3.5 60 1 4.6 -3.8
ERTH Invesco MSCI Sustainable Future ETF 3.5 62 -1 3.6 -4.8
GQRE FlexShares Global Quality Real Estate Index Fund 3.4 45 16 5.9 -2.5
TPHD Timothy Plan High Dividend Stock ETF 3.3 52 9 5.9 -2.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 3.3 54 7 5.9 -2.5
ZIG Acquirers Fund 3.3 84 -23 13.1 +4.7
DON WisdomTree U.S. MidCap Dividend Fund 3.3 38 23 7.7 -0.7
EWZ iShares MSCI Brazil ETF 3.2 58 3 10.4 +2.0
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.2 40 21 6.1 -2.3
DIV Global X SuperDividend US ETF 3.0 45 16 7.9 -0.5
FDIV MarketDesk Focused U.S. Dividend ETF 2.9 35 26 5.1 -3.3
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.9 60 1 2.8 -5.6
HOMZ Hoya Capital Housing ETF 2.8 30 31 7.0 -1.4
PKB Invesco Building & Construction ETF 2.8 62 -1 6.1 -2.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.7 38 23 5.7 -2.7
HAP VanEck Natural Resources ETF 2.7 50 11 10.0 +1.6
ONEY SPDR Russell 1000 Yield Focus ETF 2.7 20 41 9.3 +0.9
FSZ First Trust Switzerland AlphaDEX Fund 2.7 80 -19 4.2 -4.2
FBZ First Trust Brazil AlphaDEX Fund 2.6 80 -19 13.3 +4.9
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.6 7 54 8.8 +0.4
DIVY Sound Equity Dividend Income ETF 2.5 45 16 10.6 +2.2
FLV American Century Focused Large Cap Value ETF 2.4 42 19 6.4 -2.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.3 60 1 6.1 -2.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.3 12 49 5.3 -3.1
CZA Invesco Zacks Mid-Cap ETF 2.3 72 -11 5.6 -2.8
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.3 85 -24 3.5 -4.9
EATV VegTech Plant-based Innovation & Climate ETF 2.3 75 -14 2.1 -6.3
IYR iShares U.S. Real Estate ETF 2.2 40 21 6.0 -2.4
SCHH Schwab U.S. REIT ETF 2.2 7 54 6.5 -1.9
FTCS First Trust Capital Strength ETF 2.2 55 6 5.7 -2.7
FREL Fidelity MSCI Real Estate Index ETF 2.2 8 53 6.1 -2.3
PSR Invesco Active U.S. Real Estate Fund 2.1 35 26 6.1 -2.3
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -4 5.3 -3.1
EWD iShares MSCI Sweden ETF 2.1 54 7 6.6 -1.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.1 56 5 5.9 -2.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.1 30 31 8.2 -0.2
EWUS iShares MSCI United Kingdom Small Cap ETF 2.1 59 2 5.8 -2.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.1 60 1 3.9 -4.5
XLRE Real Estate Select Sector SPDR Fund 2.1 9 52 5.9 -2.5
VNQ Vanguard Real Estate ETF 2.0 12 49 6.2 -2.2
STXM Strive Mid-Cap ETF 2.0 18 43 6.1 -2.3
ULVM VictoryShares US Value Momentum ETF 2.0 20 41 7.0 -1.4
QDIV Global X S&P 500 Quality Dividend ETF 2.0 20 41 7.5 -0.9
RNMC First Trust Mid Cap US Equity Select ETF 2.0 60 1 6.3 -2.1
SCHM Schwab U.S. Mid-Cap ETF 2.0 4 57 6.0 -2.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.9 20 41 7.6 -0.8
QVAL Alpha Architect US Quantitative Value ETF 1.9 39 22 10.4 +2.0
FSCS First Trust SMID Capital Strength ETF 1.9 60 1 5.8 -2.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.9 24 37 7.3 -1.1
DEMZ Democratic Large Cap Core ETF 1.9 45 16 4.2 -4.2
PRAY FIS Christian Stock Fund 1.9 69 -8 5.9 -2.5
PEXL Pacer US Export Leaders ETF 1.8 60 1 5.7 -2.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.8 40 21 6.2 -2.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.8 25 36 5.2 -3.2
SPLV Invesco S&P 500 Low Volatility ETF 1.8 25 36 5.1 -3.3
ALTL Pacer Lunt Large Cap Alternator ETF 1.8 60 1 4.8 -3.6
FLBR Franklin FTSE Brazil ETF 1.8 19 42 13.2 +4.8
DISV Dimensional International Small Cap Value ETF 1.8 42 19 9.1 +0.7
CSMD Congress SMid Growth ETF 1.8 69 -8 4.3 -4.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.7 49 12 10.4 +2.0
VOE Vanguard Mid-Cap Value ETF 1.7 7 54 6.9 -1.5
DIM WisdomTree International MidCap Dividend Fund 1.7 58 3 7.7 -0.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.7 35 26 5.8 -2.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.7 15 46 5.8 -2.6
CALF Pacer US Small Cap Cash Cows 100 ETF 1.7 59 2 5.1 -3.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.7 58 3 9.2 +0.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.7 29 32 6.4 -2.0
BUYZ Franklin Disruptive Commerce ETF 1.7 50 11 1.8 -6.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.7 15 46 4.1 -4.3
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 1.6 58 3 6.4 -2.0
GINX SGI Enhanced Global Income ETF 1.6 98 -37 5.6 -2.8
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 19 6.6 -1.8
VAMO Cambria Value & Momentum ETF 1.6 61 0 8.2 -0.2
UDI USCF Dividend Income Fund 1.6 65 -4 7.3 -1.1
RUNN Running Oak Efficient Growth ETF 1.6 58 3 4.5 -3.9
IQDG WisdomTree International Quality Dividend Growth Fund 1.6 42 19 6.8 -1.6
GVLU Gotham 1000 Value ETF 1.6 50 11 7.4 -1.0
PY Principal Value ETF 1.6 15 46 7.0 -1.4
QLV FlexShares US Quality Low Volatility Index Fund 1.6 22 39 3.8 -4.6
IMCV iShares Morningstar Mid-Cap Value ETF 1.5 6 55 7.5 -0.9
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.5 42 19 8.1 -0.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.5 4 57 5.6 -2.8
IJJ iShares S&P Mid-Cap 400 Value ETF 1.5 18 43 6.9 -1.5
RPV Invesco S&P 500 Pure Value ETF 1.5 35 26 9.7 +1.3
BLES Inspire Global Hope ETF 1.5 61 0 6.4 -2.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.5 59 2 3.9 -4.5
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 22 7.6 -0.8
JPEF JPMorgan Equity Focus ETF 1.5 50 11 4.0 -4.4
EQIN Columbia US Equity Income ETF 1.5 35 26 8.3 -0.1
MDYV SPDR S&P 400 Mid Cap Value ETF 1.4 15 46 7.0 -1.4
JHMM John Hancock Multifactor Mid Cap ETF 1.4 42 19 6.1 -2.3
SXUS Janus Henderson International Sustainable Equity ETF 1.4 60 1 4.2 -4.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.4 15 46 7.0 -1.4
PEY Invesco High Yield Equity Dividend Achievers ETF 1.4 52 9 10.1 +1.7
IEUS iShares MSCI Europe Small-Cap ETF 1.4 42 19 6.4 -2.0
FLLA Franklin FTSE Latin America ETF 1.4 19 42 13.2 +4.8
JHDV John Hancock U.S. High Dividend ETF 1.4 34 27 6.2 -2.2
BLLD JPMorgan Sustainable Infrastructure ETF 1.4 49 12 5.7 -2.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 46 6.8 -1.6
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF 1.4 27 34 0.0 -8.4
SCHD Schwab US Dividend Equity ETF 1.4 6 55 9.2 +0.8
WWJD Inspire International ETF 1.4 80 -19 7.3 -1.1
FVD First Trust Value Line Dividend Index Fund 1.4 65 -4 6.3 -2.1
MAGA Point Bridge America First ETF 1.4 72 -11 5.6 -2.8
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.4 24 37 8.7 +0.3
TMDV ProShares Russell US Dividend Growers ETF 1.3 35 26 5.9 -2.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.3 52 9 5.1 -3.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.3 58 3 5.0 -3.4
OCEN IQ Clean Oceans ETF 1.3 45 16 6.1 -2.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.3 60 1 6.4 -2.0
FKU First Trust United Kingdom AlphaDEX Fund 1.3 80 -19 8.5 +0.2
DFIS Dimensional International Small Cap ETF 1.3 39 22 6.9 -1.5
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 2 2.4 -6.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.3 30 31 5.4 -3.0
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 36 6.6 -1.8
EUDG WisdomTree Europe Quality Dividend Growth Fund 1.3 58 3 6.5 -1.9
SMOT VanEck Morningstar SMID Moat ETF 1.2 49 12 5.8 -2.6
IWS iShares Russell Mid-Cap Value ETF 1.2 23 38 6.2 -2.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.2 18 43 7.2 -1.2
BKSE BNY Mellon US Small Cap Core Equity ETF 1.2 4 57 4.8 -3.6
EMMF WisdomTree Emerging Markets Multifactor Fund 1.2 48 13 8.8 +0.4
EZM WisdomTree U.S. MidCap Fund 1.2 38 23 7.4 -1.0
FRDM Freedom 100 Emerging Markets ETF 1.2 49 12 7.3 -1.1
WTV WisdomTree US Value Fund of Benef Interest 1.2 12 49 8.7 +0.3
KEAT Keating Active ETF 1.2 85 -24 0.0 -8.4
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 55 7.2 -1.2
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 1.2 80 -19 12.3 +3.9
SDY SPDR S&P Dividend ETF 1.1 35 26 5.9 -2.5
FTA First Trust Large Cap Value AlphaDEX Fund 1.1 59 2 8.2 -0.2
FPRO Fidelity Real Estate Investment ETF 1.1 59 2 4.7 -3.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.1 30 31 7.9 -0.5
AUSF Global X Adaptive U.S. Factor ETF 1.1 27 34 8.6 +0.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.1 35 26 7.6 -0.8
WDIV SPDR S&P Global Dividend ETF 1.1 40 21 9.4 +1.0
ROUS Hartford Multifactor US Equity ETF 1.1 19 42 6.5 -1.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.1 38 23 7.6 -0.8
OSCV Opus Small Cap Value ETF 1.1 79 -18 5.7 -2.7
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 1.1 69 -8 8.1 -0.3
JVAL JPMorgan U.S. Value Factor ETF 1.1 12 49 7.8 -0.6
NUSC Nuveen ESG Small-Cap ETF 1.1 31 30 5.0 -3.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.1 70 -9 4.4 -4.0
JPRE JPMorgan Realty Income ETF 1.1 50 11 5.4 -3.0
QUVU Hartford Quality Value ETF 1.1 46 15 6.6 -1.8
EQAL Invesco Russell 1000 Equal Weight ETF 1.1 20 41 6.3 -2.1
CCNR ALPS CoreCommodity Natural Resources ETF 1.1 39 22 11.0 +2.6
XJH iShares ESG Screened S&P Mid-Cap ETF 1.0 12 49 6.5 -1.9
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -45 9.8 +1.4
SCHC Schwab International Small-Cap Equity ETF 1.0 11 50 6.6 -1.8
STXK Strive Small-Cap ETF 1.0 18 43 5.0 -3.4
DEUS Xtrackers Russell US Multifactor ETF 1.0 17 44 6.9 -1.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.0 15 46 6.7 -1.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.0 15 46 6.9 -1.5
AVLV Avantis U.S. Large Cap Value ETF 1.0 15 46 7.1 -1.3
IWR iShares Russell Midcap ETF 1.0 19 42 5.4 -3.0
QDF FlexShares Quality Dividend Index Fund 1.0 37 24 4.2 -4.2
COWZ Pacer US Cash Cows 100 ETF 1.0 49 12 9.9 +1.6
SMMD iShares Russell 2500 ETF 1.0 15 46 5.5 -2.9
FUNL CornerCap Fundametrics Large-Cap ETF 1.0 50 11 6.7 -1.7
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.0 35 26 9.8 +1.4
SCHA Schwab U.S. Small-Cap ETF 1.0 4 57 4.4 -4.0
RSP Invesco S&P 500 Equal Weight ETF 1.0 20 41 6.1 -2.3
FNDC Schwab Fundamental International Small Co. Index ETF 1.0 39 22 7.2 -1.2
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 46 6.8 -1.6
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 46 4.6 -3.8
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 -9 10.0 +1.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.0 27 34 7.1 -1.3
EQRR ProShares Equities for Rising Rates ETF 1.0 35 26 7.8 -0.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.0 80 -19 5.8 -2.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.0 60 1 9.0 +0.6
DTH WisdomTree International High Dividend Fund 1.0 58 3 10.1 +1.7
MDY SPDR S&P Midcap 400 ETF Trust 0.9 24 37 6.2 -2.2
IJH iShares Core S&P Mid-Cap ETF 0.9 5 56 6.4 -2.0
FAB First Trust Multi Cap Value AlphaDEX Fund 0.9 67 -6 8.6 +0.2
VBR Vanguard Small Cap Value ETF 0.9 7 54 7.8 -0.6
VO Vanguard Mid-Cap ETF 0.9 4 57 5.3 -3.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.9 25 36 9.6 +1.2
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 23 4.9 -3.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.9 49 12 7.0 -1.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.9 7 54 6.7 -1.7
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 2 5.6 -2.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.9 3 58 6.4 -2.0
IVOO Vanguard S&P Mid-Cap 400 ETF 0.9 10 51 6.4 -2.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.9 17 44 4.7 -3.7
ESIX SPDR S&P SmallCap 600 ESG ETF 0.9 12 49 7.4 -1.0
FDVV Fidelity High Dividend ETF 0.9 15 46 8.7 +0.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.9 40 21 6.6 -1.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.9 15 46 7.4 -1.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.9 24 37 7.0 -1.4
LCLG Logan Capital Broad Innovative Growth ETF 0.9 99 -38 4.6 -3.8
SIZE iShares MSCI USA Size Factor ETF 0.9 15 46 5.6 -2.8
EES WisdomTree U.S. SmallCap Fund 0.9 38 23 9.1 +0.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.9 7 54 5.3 -3.1
SQLV Royce Quant Small-Cap Quality Value ETF 0.9 60 1 7.1 -1.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.9 60 1 4.0 -4.4
FJP First Trust Japan AlphaDEX Fund 0.9 80 -19 10.3 +1.9
AVUV Avantis U.S. Small Cap Value ETF 0.9 25 36 8.8 +0.5
IYJ iShares U.S. Industrials ETF 0.9 40 21 4.5 -3.9
SDEM Global X MSCI SuperDividend Emerging Markets ETF 0.9 67 -6 15.0 +6.6
ECH iShares MSCI Chile ETF 0.9 58 3 9.8 +1.4
BLCV iShares Large Cap Value Active ETF 0.9 53 8 8.1 -0.3
IJS iShares S&P Small-Cap 600 Value ETF 0.9 18 43 7.4 -1.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.9 9 52 5.8 -2.6
KNO AXS Knowledge Leaders ETF 0.9 78 -17 4.9 -3.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.9 30 31 10.0 +1.6
AVDV Avantis International Small Cap Value ETF 0.9 36 25 8.1 -0.3
SPVM Invesco S&P 500 Value with Momentum ETF 0.8 39 22 7.8 -0.6
EUSA iShares MSCI USA Equal Weighted ETF 0.8 9 52 5.7 -2.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.8 39 22 6.9 -1.5
SLYV SPDR S&P 600 Small Cap Value ETF 0.8 15 46 7.4 -1.0
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 1 1.4 -7.0
IMCB iShares Morningstar Mid-Cap ETF 0.8 4 57 5.7 -2.7
IDX VanEck Indonesia Index ETF 0.8 57 4 8.8 +0.4
EIDO iShares MSCI Indonesia ETF 0.8 59 2 7.5 -0.9
FNX First Trust Mid Cap Core AlphaDEX Fund 0.8 60 1 6.8 -1.6
DFIV Dimensional International Value ETF 0.8 27 34 10.0 +1.6
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.8 95 -34 10.5 +2.1
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.8 45 16 12.3 +3.9
JPIN J.P. Morgan Diversified Return International Equity ETF 0.8 37 24 8.9 +0.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 23 6.8 -1.6
OBOR KraneShares MSCI One Belt One Road Index ETF 0.8 79 -18 10.3 +1.9
GQQQ Astoria US Quality Growth Kings ETF 0.8 35 26 6.3 -2.1
ISCB iShares Morningstar Small-Cap ETF 0.8 4 57 4.8 -3.6
ONEO SPDR Russell 1000 Momentum Focus ETF 0.8 20 41 6.8 -1.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 32 6.5 -1.9
REVS Columbia Research Enhanced Value ETF 0.8 19 42 7.4 -1.0
ESGD iShares ESG Aware MSCI EAFE ETF 0.8 20 41 6.9 -1.5
CFA VictoryShares US 500 Volatility Wtd ETF 0.8 35 26 5.6 -2.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.8 40 21 5.6 -2.8
CID VictoryShares International High Div Volatility Wtd ETF 0.8 45 16 11.9 +3.5
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.7 58 3 10.2 +1.8
VLUE iShares MSCI USA Value Factor ETF 0.7 15 46 10.2 +1.8
DFIC Dimensional International Core Equity 2 ETF 0.7 23 38 7.7 -0.7
DFAS Dimensional U.S. Small Cap ETF 0.7 26 35 5.5 -2.9
AFLG First Trust Active Factor Large Cap ETF 0.7 55 6 5.8 -2.6
DHS WisdomTree U.S. High Dividend Fund 0.7 38 23 7.6 -0.8
AVSD Avantis Responsible International Equity ETF 0.7 23 38 7.1 -1.3
AFSM First Trust Active Factor Small Cap ETF 0.7 75 -14 6.3 -2.1
DFSI Dimensional International Sustainability Core 1 ETF 0.7 24 37 6.5 -1.9
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.7 47 14 8.0 -0.4
DEW WisdomTree Global High Dividend Fund 0.7 58 3 8.5 +0.1
ISCF iShares International SmallCap Equity Factor ETF 0.7 23 38 9.1 +0.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 36 6.0 -2.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.7 39 22 7.5 -0.9
DTAN Sparkline International Intangible Value ETF 0.7 55 6 9.2 +0.8
EWX SPDR S&P Emerging Markets Small Cap ETF 0.7 65 -4 8.2 -0.2
GVAL Cambria Global Value ETF 0.7 68 -7 13.1 +4.7
XJR iShares ESG Screened S&P Small-Cap ETF 0.7 12 49 7.0 -1.4
NUDV Nuveen ESG Dividend ETF 0.7 26 35 7.0 -1.4
HDUS Hartford Disciplined US Equity ETF 0.7 19 42 5.9 -2.5
THD iShares MSCI Thailand ETF 0.7 58 3 6.1 -2.3
SSLY Syntax Stratified SmallCap ETF 0.7 40 21 7.4 -1.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.7 15 46 7.5 -0.9
DLS WisdomTree International SmallCap Dividend Fund 0.7 58 3 8.8 +0.4
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.7 35 26 4.6 -3.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.7 30 31 8.0 -0.4
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.7 18 43 6.8 -1.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 1 6.3 -2.1
RFDI First Trust Riverfront Dynamic Developed International ETF 0.6 83 -22 10.0 +1.6
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.6 70 -9 7.7 -0.7
FMDE Fidelity Enhanced Mid Cap ETF 0.6 23 38 6.0 -2.4
FELV Fidelity Enhanced Large Cap Value ETF 0.6 18 43 6.4 -2.0
DVYE iShares Emerging Markets Dividend ETF 0.6 49 12 18.8 +10.4
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 10 51 6.6 -1.8
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 0 4.6 -3.8
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.6 5 56 7.3 -1.1
FDEV Fidelity International Multifactor ETF 0.6 18 43 7.8 -0.6
FLGB Franklin FTSE United Kingdom ETF 0.6 9 52 7.9 -0.5
STXV Strive 1000 Value ETF 0.6 18 43 7.5 -0.9
IFRA iShares U.S. Infrastructure ETF 0.6 30 31 5.9 -2.5
RNEM First Trust Emerging Markets Equity Select ETF 0.6 75 -14 7.6 -0.8
SCJ iShares MSCI Japan Small-Cap ETF 0.6 50 11 7.0 -1.4
IJR iShares Core S&P Small Cap ETF 0.6 6 55 6.6 -1.8
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.6 9 52 9.9 +1.5
FDRR Fidelity Dividend ETF for Rising Rates 0.6 15 46 7.4 -1.0
VFVA Vanguard U.S. Value Factor ETF 0.6 13 48 10.0 +1.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.6 20 41 4.0 -4.4
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 6 12.2 +3.8
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.6 14 47 6.2 -2.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 32 6.4 -2.0
RAFE PIMCO RAFI ESG U.S. ETF 0.6 29 32 7.2 -1.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.6 50 11 7.6 -0.8
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 71 -10 -0.5 -8.8
DFUV Dimensional US Marketwide Value ETF 0.6 22 39 7.2 -1.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.6 25 36 9.9 +1.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 36 7.2 -1.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.6 29 32 8.6 +0.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 58 6.7 -1.7
UIVM VictoryShares International Value Momentum ETF 0.6 35 26 11.0 +2.6
ROSC Hartford Multifactor Small Cap ETF 0.6 34 27 8.6 +0.2
AVDE Avantis International Equity ETF 0.6 23 38 8.1 -0.3
JAVA JPMorgan Active Value ETF 0.6 44 17 5.7 -2.7
SMIN iShares MSCI India Small Cap ETF 0.6 79 -18 3.5 -4.9
XSMO Invesco S&P SmallCap Momentum ETF 0.6 39 22 6.8 -1.6
AVSC Avantis U.S Small Cap Equity ETF 0.6 25 36 4.7 -3.7
PAVE Global X U.S. Infrastructure Development ETF 0.6 47 14 5.1 -3.3
VGK Vanguard FTSE Europe ETF 0.6 11 50 7.1 -1.3
IEUR iShares Core MSCI Europe ETF 0.6 11 50 7.1 -1.3
AVSU Avantis Responsible U.S. Equity ETF 0.6 15 46 6.1 -2.3
IQIN IQ 500 International ETF 0.6 25 36 9.2 +0.8
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 24 3.9 -4.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.5 45 16 8.9 +0.5
DFLV Dimensional US Large Cap Value ETF 0.5 22 39 7.4 -1.0
FNDB Schwab Fundamental US Broad Market Index ETF 0.5 25 36 6.8 -1.6
SPEU SPDR Portfolio Europe ETF 0.5 7 54 7.1 -1.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 41 6.4 -2.0
IEV iShares Europe ETF 0.5 67 -6 6.6 -1.8
DFVX Dimensional US Large Cap Vector ETF 0.5 22 39 6.1 -2.3
FNDX Schwab Fundamental US Large Co. Index ETF 0.5 25 36 6.8 -1.6
VB Vanguard Small-Cap ETF 0.5 5 56 4.9 -3.5
ECNS iShares MSCI China Small-Cap ETF 0.5 59 2 14.2 +5.8
SFYX SoFi Next 500 ETF 0.5 0 61 4.7 -3.7
SSPY Syntax Stratified LargeCap ETF 0.5 30 31 6.3 -2.1
FLEE Franklin FTSE Europe ETF 0.5 9 52 7.2 -1.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.5 15 46 9.3 +0.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.5 45 16 6.5 -1.9
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 36 6.2 -2.2
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.5 39 22 12.5 +4.1
EVUS iShares ESG Aware MSCI USA Value ETF 0.5 18 43 6.4 -2.0
BFOR ALPS Barron's 400 ETF 0.5 65 -4 5.6 -2.8
BBEU JPMorgan BetaBuilders Europe ETF 0.5 9 52 7.1 -1.3
IUSV iShares Core S&P US Value ETF 0.5 4 57 6.4 -2.0
SMDY Syntax Stratified MidCap ETF 0.5 35 26 5.8 -2.6
DFAC Dimensional U.S. Core Equity 2 ETF 0.5 17 44 5.3 -3.1
KRMA Global X Conscious Companies ETF 0.5 43 18 5.7 -2.7
DIVB iShares Core Dividend ETF 0.5 5 56 7.5 -0.9
IWN iShares Russell 2000 Value ETF 0.5 24 37 4.8 -3.6
RNSC Furst Trust Small Cap US Equity Select ETF 0.5 60 1 6.8 -1.6
TTAC FCF US Quality ETF 0.5 59 2 6.3 -2.1
VXF Vanguard Extended Market ETF 0.5 6 55 3.5 -4.9
GDEF Goldman Sachs Defensive Equity ETF 0.5 55 6 4.7 -3.7
VTWV Vanguard Russell 2000 Value ETF 0.5 15 46 4.9 -3.5
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.5 75 -14 8.2 -0.2
EWL iShares MSCI Switzerland ETF 0.5 50 11 4.5 -3.9
CCMG CCM Global Equity ETF 0.5 34 27 7.6 -0.8
DFAT Dimensional U.S. Targeted Value ETF 0.5 28 33 7.8 -0.6
DCOR Dimensional US Core Equity 1 ETF 0.5 14 47 5.3 -3.1
PRF Invesco FTSE RAFI US 1000 ETF 0.5 39 22 6.8 -1.6
DWM WisdomTree International Equity Fund 0.5 48 13 8.0 -0.4
JHMD John Hancock Multifactor Developed International ETF 0.5 39 22 7.8 -0.6
DWX SPDR S&P International Dividend ETF 0.5 45 16 6.5 -1.9
PTL Inspire 500 ETF 0.5 9 52 5.6 -2.8
JHML John Hancock Multifactor Large Cap ETF 0.5 29 32 5.3 -3.1
QLC FlexShares US Quality Large Cap Index Fund 0.5 25 36 5.4 -3.0
VLU SPDR S&P 1500 Value Tilt ETF 0.5 12 49 6.7 -1.7
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.5 40 21 7.9 -0.5
IQSI IQ Candriam International Equity ETF 0.5 15 46 6.6 -1.8
GVUS Marketbeta Russell 1000 Value Equity ETF 0.5 12 49 6.2 -2.2
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.5 29 32 8.7 +0.3
DFAI Dimensional International Core Equity Market ETF 0.5 18 43 7.3 -1.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.5 46 15 6.5 -1.9
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.5 59 2 11.3 +2.9
VSGX Vanguard ESG International Stock ETF 0.4 12 49 6.8 -1.6
EZU iShares MSCI Eurozone ETF 0.4 52 9 6.6 -1.8
VOOV Vanguard S&P 500 Value ETF 0.4 10 51 6.3 -2.1
FLEU Franklin FTSE Eurozone ETF 0.4 9 52 7.3 -1.1
IVE iShares S&P 500 Value ETF 0.4 18 43 6.3 -2.1
SPYV SPDR Portfolio S&P 500 Value ETF 0.4 4 57 6.4 -2.0
VONV Vanguard Russell 1000 Value ETF 0.4 8 53 6.3 -2.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.4 25 36 5.2 -3.2
AVUS Avantis U.S. Equity ETF 0.4 15 46 5.6 -2.8
TPIF Timothy Plan International ETF 0.4 62 -1 6.8 -1.6
XCNY SPDR S&P Emerging Markets ex-China ETF 0.4 15 46 6.3 -2.1
IWD iShares Russell 1000 Value ETF 0.4 19 42 6.1 -2.3
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.4 38 23 7.8 -0.6
IUS Invesco RAFI Strategic US ETF 0.4 19 42 6.8 -1.6
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -19 10.8 +2.4
FLSW Franklin FTSE Switzerland ETF 0.4 9 52 5.3 -3.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.4 14 47 5.0 -3.4
LVOL American Century Low Volatility ETF 0.4 29 32 4.9 -3.5
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 55 2.3 -6.1
ILF iShares Latin America 40 ETF 0.4 48 13 10.4 +2.0
IJK iShares S&P Mid-Cap 400 Growth ETF 0.4 17 44 5.7 -2.7
LRGF iShares U.S. Equity Factor ETF 0.4 8 53 5.6 -2.8
VFMF Vanguard U.S. Multifactor ETF 0.4 18 43 8.5 +0.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 41 6.9 -1.5
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.4 58 3 7.8 -0.6
GWX SPDR S&P International Small Cap ETF 0.4 40 21 6.5 -1.9
EFV iShares MSCI EAFE Value ETF 0.4 34 27 9.4 +1.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.4 15 46 5.7 -2.7
DTD WisdomTree U.S. Total Dividend Fund 0.4 28 33 6.0 -2.4
DEM WisdomTree Emerging Markets High Dividend Fund 0.4 63 -2 18.9 +10.5
AVES Avantis Emerging Markets Value ETF 0.4 36 25 11.6 +3.2
ISMD Inspire Small/Mid Cap ETF 0.4 54 7 5.3 -3.1
DFJ WisdomTree Japan SmallCap Dividend Fund 0.4 58 3 7.9 -0.5
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.4 80 -19 5.6 -2.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.4 15 46 5.7 -2.7
SCHV Schwab U.S. Large-Cap Value ETF 0.4 4 57 6.4 -2.0
RECS Columbia Research Enhanced Core ETF 0.4 15 46 5.5 -2.9
VALQ American Century U.S. Quality Value ETF 0.4 29 32 7.4 -1.0
DFSU Dimensional US Sustainability Core 1 ETF 0.4 18 43 5.4 -3.0
IEFA iShares Core MSCI EAFE ETF 0.4 7 54 7.1 -1.3
IDEV iShares Core MSCI International Developed Markets ETF 0.4 4 57 7.1 -1.3
MTUM iShares MSCI USA Momentum Factor ETF 0.4 15 46 4.1 -4.3
NULG Nuveen ESG Large-Cap Growth ETF 0.4 26 35 4.1 -4.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.4 41 20 7.4 -1.0
VEA Vanguard FTSE Developed Markets ETF 0.4 5 56 7.3 -1.1
HDV iShares Core High Dividend ETF 0.4 8 53 7.1 -1.3
GSID Goldman Sachs MarketBeta International Equity ETF 0.4 20 41 7.0 -1.4
DFEV Dimensional Emerging Markets Value ETF 0.4 43 18 11.1 +2.7
IWP iShares Russell Mid-Cap Growth ETF 0.4 23 38 3.1 -5.3
INRO iShares U.S. Industry Rotation Active ETF 0.4 42 19 4.5 -3.9
APUE ActivePassive U.S. Equity ETF 0.4 45 16 4.8 -3.6
VTV Vanguard Value ETF 0.4 4 57 6.6 -1.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.4 18 43 5.6 -2.8
IXUS iShares Core MSCI Total International Stock ETF 0.4 7 54 7.2 -1.2
ITAN Sparkline Intangible Value ETF 0.4 50 11 5.9 -2.5
BKIE BNY Mellon International Equity ETF 0.4 4 57 7.1 -1.3
FPX First Trust US Equity Opportunities ETF 0.3 61 0 1.5 -6.9
VYMI Vanguard International High Dividend Yield ETF 0.3 22 39 9.8 +1.4
RFEU First Trust Riverfront Dynamic Europe ETF 0.3 83 -22 11.1 +2.7
JMOM JPMorgan U.S. Momentum Factor ETF 0.3 12 49 4.5 -3.9
CIL VictoryShares International Volatility Wtd ETF 0.3 45 16 7.0 -1.4
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.3 51 10 7.1 -1.3
HFXI IQ FTSE International Equity Currency Neutral ETF 0.3 20 41 7.1 -1.3
FDMO Fidelity Momentum Factor ETF 0.3 15 46 4.0 -4.4
VXUS Vanguard Total International Stock ETF 0.3 7 54 7.2 -1.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.3 3 58 7.2 -1.2
USMF WisdomTree U.S. Multifactor Fund 0.3 28 33 7.1 -1.3
ILCV iShares Morningstar Value ETF 0.3 4 57 6.2 -2.2
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.3 12 49 5.9 -2.5
RWL Invesco S&P 500 Revenue ETF 0.3 39 22 6.7 -1.7
DFSV Dimensional US Small Cap Value ETF 0.3 31 30 8.3 -0.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.3 35 26 6.6 -1.8
IJT iShares S&P Small-Cap 600 Growth ETF 0.3 18 43 5.8 -2.6
XC WisdomTree Emerging Markets Ex-China Fund 0.3 32 29 6.0 -2.4
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.3 20 41 6.5 -1.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 22 7.4 -1.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 22 7.5 -0.9
KRUZ Unusual Whales Subversive Republican Trading ETF 0.3 75 -14 5.4 -3.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.3 15 46 5.8 -2.6
SCHF Schwab International Equity ETF 0.3 6 55 7.5 -0.9
AIEQ AI Powered Equity ETF 0.3 75 -14 3.9 -4.5
SLYG SPDR S&P 600 Small Cap Growth ETF 0.3 15 46 5.8 -2.6
DFAE Dimensional Emerging Core Equity Market ETF 0.3 35 26 7.3 -1.1
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.3 36 25 6.6 -1.8
ROAM Hartford Multifactor Emerging Markets ETF 0.3 44 17 15.8 +7.4
DGRW WisdomTree US Quality Dividend Growth Fund 0.3 28 33 6.0 -2.4
VYM Vanguard High Dividend Yield Index ETF 0.3 6 55 6.8 -1.6
DMXF iShares ESG Advanced MSCI EAFE ETF 0.3 12 49 5.5 -2.9
EFA iShares MSCI EAFE ETF 0.3 35 26 6.9 -1.5
AVEM Avantis Emerging Markets Equity ETF 0.3 33 28 8.9 +0.5
STXE Strive Emerging Markets Ex-China ETF 0.3 32 29 7.0 -1.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.3 15 46 4.9 -3.5
SPXT ProShares S&P 500 Ex-Technology ETF 0.3 9 52 5.3 -3.1
EMGF iShares Emerging Markets Equity Factor ETF 0.3 25 36 8.5 +0.1
SNPV Xtrackers S&P 500 Value ESG ETF 0.3 15 46 6.4 -2.0
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.3 25 36 7.2 -1.2
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -12 7.8 -0.6
OPTZ Optimize Strategy Index ETF 0.3 50 11 2.9 -5.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.3 70 -9 2.7 -5.7
BRF VanEck Brazil Small-Cap ETF 0.3 66 -5 9.7 +1.3
EWZS iShares MSCI Brazil Small-Cap ETF 0.3 59 2 10.9 +2.5
HLAL Wahed FTSE USA Shariah ETF 0.3 50 11 4.9 -3.5
IWM iShares Russell 2000 ETF 0.3 19 42 2.8 -5.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.3 8 53 7.3 -1.1
USXF iShares ESG Advanced MSCI USA ETF 0.3 10 51 5.0 -3.4
EWU iShares MSCI United Kingdom ETF 0.3 50 11 8.4 +0.0
ECON Columbia Emerging Markets Consumer ETF 0.3 49 12 7.3 -1.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.3 9 52 5.4 -3.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 41 4.6 -3.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.3 75 -14 4.3 -4.1
RSSL Global X Russell 2000 ETF 0.3 8 53 2.6 -5.8
VTWO Vanguard Russell 2000 ETF 0.3 10 51 2.9 -5.5
IEMG iShares Core MSCI Emerging Markets ETF 0.3 9 52 7.5 -0.9
INEQ Columbia International Equity Income ETF 0.3 45 16 6.6 -1.8
BKF iShares MSCI BIC ETF 0.3 69 -8 6.9 -1.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 22 5.8 -2.6
DFAU Dimensional US Core Equity Market ETF 0.3 12 49 5.0 -3.4
EMXC iShares MSCI Emerging Markets ex China ETF 0.3 25 36 6.7 -1.7
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.3 18 43 7.0 -1.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.3 10 51 5.3 -3.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 42 6.2 -2.2
SCHY Schwab International Dividend Equity ETF 0.3 14 47 9.3 +1.0
DEHP Dimensional Emerging Markets High Profitability ETF 0.3 41 20 5.0 -3.4
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 49 12 12.2 +3.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.3 34 27 7.0 -1.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.3 41 20 7.4 -1.0
KOKU Xtrackers MSCI Kokusai Equity ETF 0.3 9 52 5.2 -3.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 36 7.2 -1.2
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 49 5.8 -2.6
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 11 13.0 +4.6
FESM Fidelity Enhanced Small Cap ETF 0.3 28 33 1.7 -6.7
EWC iShares MSCI Canada ETF 0.2 50 11 6.5 -1.9
XMAG Defiance Large Cap ex-Mag 7 ETF 0.2 35 26 5.1 -3.3
VT Vanguard Total World Stock ETF 0.2 7 54 5.5 -2.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.2 3 58 5.1 -3.3
VWO Vanguard FTSE Emerging Markets ETF 0.2 8 53 6.9 -1.5
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 -4 6.9 -1.5
BBCA JPMorgan BetaBuilders Canada ETF 0.2 19 42 6.6 -1.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.2 11 50 4.9 -3.5
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 29 6.2 -2.2
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.2 30 31 7.3 -1.1
SCHB Schwab U.S. Broad Market ETF 0.2 3 58 4.9 -3.5
VTHR Vanguard Russell 3000 ETF 0.2 10 51 4.7 -3.7
IWV iShares Russell 3000 ETF 0.2 20 41 4.7 -3.7
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 46 5.9 -2.5
IYY iShares Dow Jones U.S. ETF 0.2 20 41 4.8 -3.6
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 37 9.2 +0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.2 10 51 5.1 -3.3
VONE Vanguard Russell 1000 ETF 0.2 8 53 4.9 -3.5
IWB iShares Russell 1000 ETF 0.2 15 46 4.8 -3.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.2 3 58 4.8 -3.6
STXD Strive 1000 Dividend Growth ETF 0.2 35 26 5.2 -3.2
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 31 5.9 -2.5
SCHK Schwab 1000 Index ETF 0.2 5 56 5.0 -3.4
TOK iShares MSCI Kokusai ETF 0.2 26 35 5.0 -3.4
DUHP Dimensional US High Profitability ETF 0.2 21 40 6.5 -1.9
VIG Vanguard Dividend Appreciation ETF 0.2 6 55 5.6 -2.8
SPXV ProShares S&P 500 Ex-Health Care ETF 0.2 9 52 4.7 -3.7
NUDM Nuveen ESG International Developed Markets Equity ETF 0.2 31 30 6.7 -1.7
ESGU iShares ESG Aware MSCI USA ETF 0.2 15 46 5.0 -3.4
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 31 6.9 -1.5
URTH iShares MSCI World ETF 0.2 24 37 5.2 -3.2
SUSL iShares ESG MSCI USA Leaders ETF 0.2 10 51 5.1 -3.3
ACVF American Conservative Values ETF 0.2 75 -14 4.2 -4.2
CATH Global X S&P 500 Catholic Values Custom ETF 0.2 29 32 4.9 -3.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.2 12 49 4.5 -3.9
PSC Principal U.S. Small-Cap ETF 0.2 38 23 5.9 -2.5
GSPY Gotham Enhanced 500 ETF 0.2 50 11 5.2 -3.2
SIXS ETC 6 Meridian Small Cap Equity ETF 0.2 89 -28 8.2 -0.2
SVAL iShares US Small Cap Value Factor ETF 0.2 20 41 9.8 +1.4
XVV iShares ESG Screened S&P 500 ETF 0.2 8 53 4.9 -3.5
QVML Invesco S&P 500 QVM Multi-factor ETF 0.2 11 50 4.8 -3.6
VTI Vanguard Total Stock Market ETF 0.2 3 58 4.7 -3.7
ACWI iShares MSCI ACWI ETF 0.2 32 29 5.3 -3.1
USMV iShares MSCI USA Min Vol Factor ETF 0.2 15 46 5.6 -2.8
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 12 8.2 -0.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 52 3.3 -5.1
SPXE ProShares S&P 500 Ex-Energy ETF 0.2 9 52 4.9 -3.5
SCHE Schwab Emerging Markets Equity ETF 0.2 11 50 7.1 -1.3
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 52 4.8 -3.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.2 64 -3 1.8 -6.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.2 20 41 4.8 -3.6
EEM iShares MSCI Emerging Markets ETF 0.2 69 -8 6.9 -1.5
DFE WisdomTree Europe SmallCap Dividend Fund 0.2 58 3 10.7 +2.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 16 4.7 -3.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 59 5.0 -3.4
VOTE TCW Transform 500 ETF 0.2 5 56 4.9 -3.5
XCEM Columbia EM Core ex-China ETF 0.2 16 45 7.7 -0.7
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.2 15 46 7.2 -1.2
IVV iShares Core S&P 500 ETF 0.2 3 58 5.0 -3.4
SPLG SPDR Portfolio S&P 500 ETF 0.2 2 59 5.0 -3.4
SPY SPDR S&P 500 ETF Trust 0.2 9 52 5.0 -3.4
VOO Vanguard S&P 500 ETF 0.2 3 58 5.0 -3.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 22 4.1 -4.3
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 54 7.3 -1.1
DFUS Dimensional U.S. Equity ETF 0.2 9 52 4.9 -3.5
PBUS Invesco MSCI USA ETF 0.2 4 57 5.0 -3.4
SCHX Schwab U.S. Large-Cap ETF 0.2 3 58 5.0 -3.4
ILCB iShares Morningstar U.S. Equity ETF 0.2 3 58 4.9 -3.5
PFM Invesco Dividend Achievers ETF 0.2 53 8 5.3 -3.1
QUS SPDR MSCI USA StrategicFactors ETF 0.2 15 46 5.7 -2.7
FDLO Fidelity Low Volatility Factor ETF 0.2 15 46 5.3 -3.1
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 9 6.5 -1.9
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 46 5.3 -3.1
EFG iShares MSCI EAFE Growth ETF 0.2 36 25 4.5 -3.9
DSI iShares MSCI KLD 400 Social ETF 0.2 25 36 5.0 -3.4
KLMT Invesco MSCI Global Climate 500 ETF 0.2 10 51 5.4 -3.0
VFQY Vanguard U.S. Quality Factor ETF 0.2 13 48 7.5 -0.9
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 51 5.1 -3.3
AVIV Avantis International Large Cap Value ETF 0.2 25 36 9.0 +0.6
HEDJ WisdomTree Europe Hedged Equity Fund 0.2 58 3 9.5 +1.1
SPXN ProShares S&P 500 Ex-Financials ETF 0.2 9 52 5.1 -3.3
DXJ WisdomTree Japan Hedged Equity Fund 0.2 48 13 8.5 +0.1
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 46 10.2 +1.8
EMXF iShares ESG Advanced MSCI EM ETF 0.2 16 45 6.8 -1.6
IWC iShares Micro-Cap ETF 0.2 60 1 -4.9 -13.3
VSLU Applied Finance Valuation Large Cap ETF 0.2 49 12 5.6 -2.8
LDEM iShares ESG MSCI EM Leaders ETF 0.2 17 44 7.6 -0.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -5 10.0 +1.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 54 4.9 -3.5
DIVI Franklin International Core Dividend Tilt Index ETF 0.2 9 52 8.1 -0.3
VV Vanguard Large-Cap ETF 0.2 4 57 4.9 -3.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.2 9 52 4.9 -3.5
FENI Fidelity Enhanced International ETF 0.2 28 33 8.1 -0.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 26 6.2 -2.2
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.2 42 19 6.1 -2.3
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -28 4.9 -3.5
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 16 11.0 +2.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 19 5.1 -3.3
IMCG iShares Morningstar Mid-Cap Growth ETF 0.1 6 55 4.0 -4.4
VIGI Vanguard International Dividend Appreciation ETF 0.1 15 46 6.4 -2.0
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 50 8.4 -0.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 41 4.9 -3.5
FLJH Franklin FTSE Japan Hedged ETF 0.1 9 52 7.7 -0.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 36 5.6 -2.8
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 13 7.9 -0.5
SPMO Invesco S&P 500 Momentum ETF 0.1 13 48 3.8 -4.6
GLOF iShares Global Equity Factor ETF 0.1 20 41 7.0 -1.4
SHE SPDR MSCI USA Gender Diversity ETF 0.1 20 41 4.9 -3.5
FEP First Trust Europe AlphaDEX Fund 0.1 80 -19 7.8 -0.6
IVLU iShares MSCI Intl Value Factor ETF 0.1 30 31 11.4 +3.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 25 7.8 -0.6
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 31 7.3 -1.1
RVRB Reverb ETF 0.1 30 31 4.7 -3.7
STXI Strive International Developed Markets ETF 0.1 29 32 6.9 -1.5
EQLT iShares MSCI Emerging Markets Quality Factor ETF 0.1 35 26 7.4 -1.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 29 4.8 -3.6
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 61 5.0 -3.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 54 5.0 -3.4
DGRO iShares Core Dividend Growth ETF 0.1 8 53 6.3 -2.1
FLJP Franklin FTSE Japan ETF 0.1 9 52 7.8 -0.6
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 33 5.7 -2.7
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 27 5.9 -2.5
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.1 35 26 12.4 +4.0
PKW Invesco Buyback Achievers ETF 0.1 62 -1 6.4 -2.0
IGRO iShares International Dividend Growth ETF 0.1 15 46 7.5 -0.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 52 5.4 -3.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 53 5.0 -3.4
VWID Virtus WMC International Dividend ETF 0.1 49 12 9.6 +1.2
EPS WisdomTree U.S. LargeCap Fund 0.1 8 53 5.9 -2.5
IPAC iShares Core MSCI Pacific ETF 0.1 9 52 7.2 -1.2
JPXN iShares JPX-Nikkei 400 ETF 0.1 48 13 8.7 +0.3
VPL Vanguard FTSE Pacific ETF 0.1 8 53 7.7 -0.7
SFY SoFi Select 500 ETF 0.1 0 61 4.5 -3.9
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.1 20 41 6.8 -1.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.1 15 46 4.7 -3.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 49 7.2 -1.2
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 31 8.1 -0.3
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -4 4.7 -3.7
STRV Strive 500 ETF 0.1 5 56 4.9 -3.5
RODE Hartford Multifactor Diversified International ETF 0.1 29 32 11.8 +3.4
GXC SPDR S&P China ETF 0.1 59 2 8.3 -0.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 32 4.3 -4.1
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 28 8.2 -0.2
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.1 44 17 10.6 +2.2
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 42 6.9 -1.5
FLCH Franklin FTSE China ETF 0.1 19 42 8.8 +0.4
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 26 6.6 -1.8
STXG Strive 1000 Growth ETF 0.1 18 43 4.1 -4.3
IWO iShares Russell 2000 Growth ETF 0.1 24 37 0.6 -7.8
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 31 6.2 -2.2
MODL VictoryShares WestEnd U.S. Sector ETF 0.1 42 19 4.7 -3.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 49 4.5 -3.9
VTWG Vanguard Russell 2000 Growth ETF 0.1 15 46 0.7 -7.7
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 12 6.1 -2.3
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 12 6.5 -1.9
IWF iShares Russell 1000 Growth ETF 0.0 19 42 4.5 -3.9
VONG Vanguard Russell 1000 Growth ETF 0.0 8 53 4.6 -3.8
NUMV Nuveen ESG Mid-Cap Value ETF 0.0 31 30 6.6 -1.8
EPI WisdomTree India Earnings Fund 0.0 85 -24 6.1 -2.3
FDEM Fidelity Emerging Markets Multifactor ETF 0.0 25 36 12.3 +3.9
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -9 6.2 -2.2
VEGN US Vegan Climate ETF 0.0 60 1 4.5 -3.9
THRO iShares U.S. Thematic Rotation Active ETF 0.0 90 -29 3.9 -4.5
TEQI T. Rowe Price Equity Income ETF 0.0 54 7 3.8 -4.6
ILCG iShares Morningstar Growth ETF 0.0 4 57 3.9 -4.5
VFMO Vanguard U.S. Momentum Factor ETF 0.0 13 48 2.1 -6.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 40 3.8 -4.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.0 12 49 4.8 -3.6
IUSG iShares Core S&P U.S. Growth ETF 0.0 4 57 4.7 -3.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.0 58 3 4.6 -3.8
HKND Humankind US Stock ETF 0.0 11 50 7.1 -1.3
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 11 4.8 -3.6
FELC Fidelity Enhanced Large Cap Core ETF 0.0 18 43 5.3 -3.1

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 Invesco MSCI Global Timber ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.3 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 61 bp
Equals: ALTAR Score 8.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.64 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.