Invesco MSCI Global Timber ETF
ALTAR
Score™		 10.0% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 13.5x P/Sales
ratio		 0.9x
P/BV
ratio		 1.2x Div.
yield		 3.3%


  • 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) $48
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 51
Wgt avg mkt cap (mns) $8,343
Large cap (>$10bn) 36.0%
Mid cap ($2-10bn) 56.2%
Small cap (<$2bn) 7.8%
Developed mkts 88.9%
Emerging mkts 11.2%

TOP TEN HOLDINGS
AMCOR PLC 5.1 %
WEYERHAEUSER CO 5.1 %
PACKAGING CORP OF AMERICA 5.0 %
AVERY DENNISON CORP 4.9 %
SVENSKA CELLULOSA AB-B SHS 4.9 %
INTERNATIONAL PAPER CO 4.9 %
SMURFIT WESTROCK PLC 4.8 %
UPM-KYMMENE OYJ 4.7 %
MONDI PLC 4.6 %
STORA ENSO OYJ-R SHS 4.1 %
Total 48.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 37.9 %
FINLAND 11.4 %
BRITAIN 9.7 %
SWEDEN 8.3 %
BRAZIL 6.0 %
CANADA 5.3 %
JAPAN 4.2 %
SWITZERLAND 3.6 %
CHILE 1.1 %
INDIA 1.0 %

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.
-5.1% -5.1% 6.5% 4.0% 3.2%

Market Correlations
versus... Beta R-squared
S&P500 1.00 72%
MSCI EAFE 1.00 76%
MSCI Emg. Mkts. 0.80 52%

Technical Indicators
Recent close $31.38
30d moving avg. $30.45
Annualized volatility 18.8%
Short interest (ETF) 0.1%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.2%
Bid/Ask (% of price) 0.57%
ADV underlying (mns) $1,029

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 691 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™: 10.0%


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 49.9 42 19 11.9 +1.9
RSPM Invesco S&P 500 Equal Weight Materials ETF 15.3 40 21 7.4 -2.5
GNR SPDR S&P Global Natural Resources ETF 14.7 40 21 11.3 +1.4
FTRI First Trust Indxx Global Natural Resources Income ETF 11.1 70 -9 8.1 -1.9
XLB Materials Select Sector SPDR Fund 11.0 8 53 6.0 -4.0
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 10.4 60 1 6.6 -3.4
IVEG iShares Emergent Food and AgTech Multisector ETF 9.4 47 14 8.8 -1.2
EFNL iShares MSCI Finland ETF 9.4 56 5 7.1 -2.8
NANR SPDR S&P North American Natural Resources ETF 8.0 35 26 8.3 -1.7
FMAT Fidelity MSCI Materials Index ETF 7.5 8 53 6.2 -3.8
VAW Vanguard Materials ETF 7.4 9 52 6.2 -3.8
SPRE SP Funds S&P Global REIT Sharia ETF 7.3 55 6 6.0 -4.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 6.1 60 1 6.1 -3.9
IYM iShares U.S. Basic Materials ETF 5.6 40 21 6.5 -3.4
MXI iShares Global Materials ETF 5.2 41 20 7.8 -2.2
FXZ First Trust Materials AlphaDEX Fund 4.5 61 0 10.6 +0.6
SURE AdvisorShares Insiders Advantage ETF 4.3 90 -29 10.2 +0.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 4.2 46 15 10.2 +0.3
GSFP Goldman Sachs Future Planet Equity ETF 4.2 75 -14 4.6 -5.4
SDOG ALPS Sector Dividend Dogs ETF 4.1 36 25 9.3 -0.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 4.0 15 46 7.5 -2.5
PSCM Invesco S&P SmallCap Materials ETF 4.0 29 32 13.1 +3.1
SDG iShares MSCI Global Sustainable Development Goals ETF 3.9 49 12 6.2 -3.8
IVRA Invesco Real Assets ESG ETF 3.7 59 2 6.2 -3.8
IGE iShares North American Natural Resources ETF 3.7 41 20 7.9 -2.1
PID Invesco International Dividend Achievers ETF 3.7 53 8 5.5 -4.4
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.5 61 0 6.6 -3.4
QDIV Global X S&P 500 Quality Dividend ETF 3.3 20 41 8.3 -1.7
ZIG Acquirers Fund 3.3 84 -23 19.3 +9.3
FBZ First Trust Brazil AlphaDEX Fund 3.3 80 -19 12.0 +2.0
XMLV Invesco S&P MidCap Low Volatility ETF 3.2 25 36 7.6 -2.4
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.1 40 21 7.7 -2.2
TPHD Timothy Plan High Dividend Stock ETF 3.1 52 9 7.0 -2.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 3.0 54 7 7.0 -3.0
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.9 60 1 3.7 -6.2
HOMZ Hoya Capital Housing ETF 2.8 30 31 8.8 -1.2
DIVY Sound Equity Dividend Income ETF 2.7 45 16 11.0 +1.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.7 38 23 6.2 -3.7
CCFE Concourse Capital Focused Equity ETF 2.7 95 -34 1.8 -8.2
EWZ iShares MSCI Brazil ETF 2.6 58 3 12.9 +2.9
FSCS First Trust SMID Capital Strength ETF 2.6 60 1 7.0 -3.0
ONEY SPDR Russell 1000 Yield Focus ETF 2.6 20 41 9.6 -0.3
HAP VanEck Natural Resources ETF 2.6 50 11 9.6 -0.4
ULVM VictoryShares US Value Momentum ETF 2.5 20 41 7.4 -2.6
PKB Invesco Building & Construction ETF 2.5 62 -1 4.6 -5.3
KNO AXS Knowledge Leaders ETF 2.5 78 -17 6.0 -4.0
FOVL iShares Focused Value Factor ETF 2.4 25 36 10.0 +0.1
ERTH Invesco MSCI Sustainable Future ETF 2.3 62 -1 3.6 -6.4
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.3 7 54 10.0 +0.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.3 39 22 12.1 +2.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.2 30 31 8.9 -1.1
DVY iShares Select Dividend ETF 2.2 38 23 9.3 -0.7
SAGP Strategas Global Policy Opportunities ETF 2.2 65 -4 5.2 -4.7
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 2.1 35 26 9.3 -0.6
DISV Dimensional International Small Cap Value ETF 2.1 42 19 9.5 -0.5
PSR Invesco Active U.S. Real Estate Fund 2.1 35 26 7.9 -2.0
FREL Fidelity MSCI Real Estate Index ETF 2.1 8 53 7.6 -2.3
IDOG ALPS International Sector Dividend Dogs ETF 2.1 50 11 12.2 +2.2
FSZ First Trust Switzerland AlphaDEX Fund 2.0 80 -19 5.2 -4.8
FLV American Century Focused Large Cap Value ETF 2.0 42 19 6.7 -3.2
SMRI Bushido Capital US Equity ETF 2.0 71 -10 9.3 -0.7
MAGA Point Bridge America First ETF 2.0 72 -11 6.1 -3.9
CGDV Capital Group Dividend Value ETF 2.0 33 28 4.6 -5.4
JPRE JPMorgan Realty Income ETF 2.0 50 11 7.6 -2.4
SMOT VanEck Morningstar SMID Moat ETF 1.9 49 12 6.7 -3.3
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 21 5.7 -4.3
IYR iShares U.S. Real Estate ETF 1.9 40 21 7.4 -2.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.9 24 37 8.2 -1.7
SCHH Schwab U.S. REIT ETF 1.9 7 54 8.1 -1.9
RNMC First Trust Mid Cap US Equity Select ETF 1.9 60 1 6.4 -3.6
FLBR Franklin FTSE Brazil ETF 1.9 19 42 14.9 +5.0
CZA Invesco Zacks Mid-Cap ETF 1.9 72 -11 6.5 -3.5
EQRR ProShares Equities for Rising Rates ETF 1.9 35 26 8.3 -1.7
FTDS First Trust Dividend Strength ETF 1.9 70 -9 7.8 -2.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.9 12 49 5.7 -4.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.9 40 21 7.2 -2.7
SPDV AAM S&P 500 High Dividend Value ETF 1.8 29 32 10.8 +0.8
SCHM Schwab U.S. Mid-Cap ETF 1.8 4 57 6.8 -3.2
BEEX BeeHive ETF 1.8 84 -23 4.3 -5.6
TEMP JPMorgan Climate Change Solutions ETF 1.8 49 12 5.7 -4.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.8 15 46 4.3 -5.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.8 20 41 7.7 -2.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.8 60 1 9.0 -0.9
SPVM Invesco S&P 500 Value with Momentum ETF 1.8 39 22 8.3 -1.6
XLRE Real Estate Select Sector SPDR Fund 1.8 8 53 7.5 -2.4
FNK First Trust Mid Cap Value AlphaDEX Fund 1.7 70 -9 11.2 +1.2
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.7 29 32 6.2 -3.8
PEY Invesco High Yield Equity Dividend Achievers ETF 1.7 52 9 9.9 -0.0
DEMZ Democratic Large Cap Core ETF 1.7 45 16 4.5 -5.4
VNQ Vanguard Real Estate ETF 1.7 13 48 7.5 -2.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.7 15 46 6.1 -3.8
FVD First Trust Value Line Dividend Index Fund 1.7 65 -4 6.3 -3.6
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.7 85 -24 4.0 -6.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.7 30 31 6.8 -3.2
FKU First Trust United Kingdom AlphaDEX Fund 1.6 80 -19 7.4 -2.6
GINX SGI Enhanced Global Income ETF 1.6 98 -37 6.9 -3.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.6 43 18 6.3 -3.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.6 60 1 7.0 -3.0
EWD iShares MSCI Sweden ETF 1.6 54 7 5.5 -4.4
VOE Vanguard Mid-Cap Value ETF 1.6 7 54 7.8 -2.1
DON WisdomTree U.S. MidCap Dividend Fund 1.6 38 23 8.9 -1.1
IMCV iShares Morningstar Mid-Cap Value ETF 1.6 6 55 8.2 -1.7
ECML Euclidean Fundamental Value ETF 1.6 95 -34 12.2 +2.3
SCHD Schwab US Dividend Equity ETF 1.6 6 55 9.8 -0.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.5 80 -19 8.1 -1.8
CSMD Congress SMid Growth ETF 1.5 69 -8 3.9 -6.0
CCNR ALPS CoreCommodity Natural Resources ETF 1.5 39 22 11.4 +1.4
TMDV ProShares Russell US Dividend Growers ETF 1.5 35 26 6.5 -3.5
COPY Tweedy, Browne Insider + Value ETF 1.5 80 -19 11.7 +1.8
COWS Amplify Cash Flow Dividend Leaders ETF 1.5 0 61 12.0 +2.1
FLLA Franklin FTSE Latin America ETF 1.5 19 42 13.3 +3.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.5 35 26 6.1 -3.9
QUVU Hartford Quality Value ETF 1.5 46 15 7.2 -2.8
STXM Strive Mid-Cap ETF 1.5 18 43 6.4 -3.5
BLES Inspire Global Hope ETF 1.4 61 0 6.8 -3.2
WWJD Inspire International ETF 1.4 80 -19 7.2 -2.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 46 8.1 -1.9
SMAP Amplify Small-Mid Cap Equity ETF 1.4 60 1 5.4 -4.5
BLLD JPMorgan Sustainable Infrastructure ETF 1.4 49 12 6.1 -3.9
JPEF JPMorgan Equity Focus ETF 1.4 50 11 4.3 -5.6
PRAY FIS Christian Stock Fund 1.4 69 -8 5.0 -4.9
DFIS Dimensional International Small Cap ETF 1.4 39 22 7.4 -2.6
EELV Invesco S&P Emerging Markets Low Volatility ETF 1.4 29 32 8.7 -1.2
UDI USCF Dividend Income Fund 1.4 65 -4 8.2 -1.8
JHMM John Hancock Multifactor Mid Cap ETF 1.3 42 19 6.5 -3.5
DSTL Distillate US Fundamental Stability & Value ETF 1.3 39 22 8.3 -1.6
FRDM Freedom 100 Emerging Markets ETF 1.3 49 12 8.7 -1.3
WTV WisdomTree US Value Fund of Benef Interest 1.3 12 49 9.3 -0.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.3 18 43 7.8 -2.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.3 12 49 7.5 -2.5
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.3 58 3 9.0 -1.0
AVMC Avantis U.S. Mid Cap Equity ETF 1.3 18 43 7.0 -3.0
IWS iShares Russell Mid-Cap Value ETF 1.2 23 38 6.8 -3.1
JVAL JPMorgan U.S. Value Factor ETF 1.2 12 49 8.3 -1.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.2 52 9 5.5 -4.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.2 58 3 5.4 -4.5
JHSC John Hancock Multifactor Small Cap ETF 1.2 42 19 6.8 -3.1
VRAI Virtus Real Asset Income ETF 1.2 55 6 10.5 +0.6
BGDV Bahl & Gaynor Dividend ETF 1.2 45 16 4.8 -5.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.2 27 34 7.0 -3.0
FNDC Schwab Fundamental International Small Co. Index ETF 1.2 39 22 5.9 -4.1
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 1.2 80 -19 14.4 +4.4
NUMV Nuveen ESG Mid-Cap Value ETF 1.2 31 30 7.1 -2.9
FLRG Fidelity U.S. Multifactor ETF 1.2 15 46 7.0 -2.9
JHDV John Hancock U.S. High Dividend ETF 1.1 34 27 6.7 -3.3
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 22 9.6 -0.3
GLRY Inspire Faithward Mid Cap Momentum ETF 1.1 80 -19 6.3 -3.6
EZM WisdomTree U.S. MidCap Fund 1.1 38 23 9.3 -0.7
EDOG ALPS Emerging Sector Dividend Dogs ETF 1.1 60 1 10.9 +0.9
FLN First Trust Latin America AlphaDEX Fund 1.1 80 -19 10.2 +0.3
ECH iShares MSCI Chile ETF 1.1 58 3 8.9 -1.1
AVLV Avantis U.S. Large Cap Value ETF 1.1 15 46 7.9 -2.1
AVMV Avantis U.S. Mid Cap Value ETF 1.1 20 41 8.8 -1.1
IJJ iShares S&P Mid-Cap 400 Value ETF 1.0 18 43 8.9 -1.1
MDYV SPDR S&P 400 Mid Cap Value ETF 1.0 15 46 8.9 -1.0
QLV FlexShares US Quality Low Volatility Index Fund 1.0 22 39 5.7 -4.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.0 56 5 6.4 -3.6
SDY SPDR S&P Dividend ETF 1.0 35 26 6.7 -3.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.0 10 51 8.9 -1.0
EQAL Invesco Russell 1000 Equal Weight ETF 1.0 20 41 7.0 -3.0
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.0 80 -19 5.5 -4.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.0 60 1 4.8 -5.2
BKSE BNY Mellon US Small Cap Core Equity ETF 1.0 4 57 6.2 -3.8
DEEP Roundhill Acquirers Deep Value ETF 1.0 80 -19 17.5 +7.6
IWR iShares Russell Midcap ETF 1.0 19 42 5.9 -4.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.0 25 36 5.3 -4.6
SPLV Invesco S&P 500 Low Volatility ETF 1.0 25 36 5.3 -4.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 57 6.2 -3.7
DEUS Xtrackers Russell US Multifactor ETF 1.0 17 44 7.0 -2.9
RSP Invesco S&P 500 Equal Weight ETF 1.0 20 41 6.4 -3.5
PEXL Pacer US Export Leaders ETF 1.0 60 1 4.6 -5.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.0 30 31 8.3 -1.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.9 67 -6 10.1 +0.2
INEQ Columbia International Equity Income ETF 0.9 45 16 8.3 -1.7
AVDV Avantis International Small Cap Value ETF 0.9 36 25 10.1 +0.2
FNX First Trust Mid Cap Core AlphaDEX Fund 0.9 60 1 7.7 -2.3
SIZE iShares MSCI USA Size Factor ETF 0.9 15 46 5.8 -4.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 23 10.1 +0.1
WDIV SPDR S&P Global Dividend ETF 0.9 40 21 9.5 -0.5
OSCV Opus Small Cap Value ETF 0.9 79 -18 6.7 -3.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.9 75 -14 7.2 -2.7
FDL First Trust Morningstar Dividend Leaders Index Fund 0.9 45 16 9.4 -0.6
CVY Invesco Zacks Multi-Asset Income ETF 0.9 106 -45 11.9 +2.0
EUSA iShares MSCI USA Equal Weighted ETF 0.9 9 52 6.1 -3.9
DIM WisdomTree International MidCap Dividend Fund 0.9 58 3 7.6 -2.4
STXK Strive Small-Cap ETF 0.9 18 43 6.2 -3.8
SMMD iShares Russell 2500 ETF 0.9 15 46 6.4 -3.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.9 24 37 7.9 -2.1
XMHQ Invesco S&P MidCap Quality ETF 0.9 25 36 7.3 -2.7
VO Vanguard Mid-Cap ETF 0.9 4 57 5.8 -4.1
GVAL Cambria Global Value ETF 0.9 68 -7 11.0 +1.1
ISCV iShares Morningstar Small Cap Value ETF 0.9 6 55 9.4 -0.6
IDX VanEck Indonesia Index ETF 0.9 57 4 9.6 -0.4
TPSC Timothy Plan US Small Cap Core ETF 0.9 52 9 7.0 -3.0
XJH iShares ESG Screened S&P Mid-Cap ETF 0.8 12 49 7.2 -2.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.8 7 54 6.2 -3.8
ESGD iShares ESG Aware MSCI EAFE ETF 0.8 20 41 6.9 -3.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.8 70 -9 4.8 -5.2
IMCB iShares Morningstar Mid-Cap ETF 0.8 4 57 6.0 -3.9
ROUS Hartford Multifactor US Equity ETF 0.8 19 42 7.2 -2.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.8 9 52 6.1 -3.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.8 35 26 10.6 +0.6
BUL Pacer US Cash Cows Growth ETF 0.8 60 1 6.2 -3.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.8 39 22 9.6 -0.4
IYJ iShares U.S. Industrials ETF 0.8 40 21 4.5 -5.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.8 30 31 13.0 +3.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.8 38 23 7.7 -2.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.8 35 26 7.8 -2.2
MDY SPDR S&P Midcap 400 ETF Trust 0.8 24 37 7.3 -2.7
IJH iShares Core S&P Mid-Cap ETF 0.8 5 56 7.5 -2.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.8 60 1 6.3 -3.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.8 35 26 7.8 -2.2
NUDV Nuveen ESG Dividend ETF 0.8 26 35 7.6 -2.4
SCHA Schwab U.S. Small-Cap ETF 0.8 4 57 6.3 -3.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.8 24 37 7.5 -2.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 7 54 7.4 -2.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 58 7.5 -2.4
SYLD Cambria Shareholder Yield ETF 0.8 59 2 11.7 +1.8
VBR Vanguard Small Cap Value ETF 0.7 7 54 9.2 -0.8
FEM First Trust Emerging Markets AlphaDEX Fund 0.7 80 -19 12.2 +2.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 44 5.9 -4.0
ONEO SPDR Russell 1000 Momentum Focus ETF 0.7 20 41 7.1 -2.9
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.7 9 52 9.2 -0.8
GVLU Gotham 1000 Value ETF 0.7 50 11 8.9 -1.0
DTAN Sparkline International Intangible Value ETF 0.7 55 6 8.1 -1.8
EIDO iShares MSCI Indonesia ETF 0.7 59 2 9.9 -0.0
XMMO Invesco S&P MidCap Momentum ETF 0.7 34 27 5.7 -4.3
RNEM First Trust Emerging Markets Equity Select ETF 0.7 75 -14 7.0 -3.0
SMLF iShares U.S. SmallCap Equity Factor ETF 0.7 15 46 6.3 -3.7
DFAS Dimensional U.S. Small Cap ETF 0.7 26 35 6.6 -3.3
FSMD Fidelity Small-Mid Multifactor ETF 0.7 15 46 7.2 -2.7
SCHC Schwab International Small-Cap Equity ETF 0.7 11 50 6.8 -3.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.7 20 41 6.0 -4.0
DFE WisdomTree Europe SmallCap Dividend Fund 0.7 58 3 8.1 -1.9
FTA First Trust Large Cap Value AlphaDEX Fund 0.7 59 2 9.1 -0.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.7 36 25 11.9 +2.0
AVSD Avantis Responsible International Equity ETF 0.7 23 38 5.7 -4.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.7 49 12 6.9 -3.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.7 15 46 7.5 -2.4
CFA VictoryShares US 500 Volatility Wtd ETF 0.7 35 26 5.9 -4.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.7 40 21 5.8 -4.1
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 36 10.2 +0.2
DEW WisdomTree Global High Dividend Fund 0.7 58 3 8.7 -1.3
ESIX SPDR S&P SmallCap 600 ESG ETF 0.7 12 49 8.2 -1.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.7 8 53 6.8 -3.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.7 60 1 8.3 -1.7
SQLV Royce Quant Small-Cap Quality Value ETF 0.7 60 1 9.8 -0.2
XSHQ Invesco S&P SmallCap Quality ETF 0.7 29 32 8.2 -1.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.7 50 11 8.3 -1.7
RFV Invesco S&P Midcap 400 Pure Value ETF 0.7 35 26 13.2 +3.2
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 48 6.4 -3.6
ECNS iShares MSCI China Small-Cap ETF 0.6 59 2 9.6 -0.3
EQIN Columbia US Equity Income ETF 0.6 35 26 6.9 -3.1
OCEN IQ Clean Oceans ETF 0.6 45 16 6.2 -3.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 22 9.6 -0.4
DFIC Dimensional International Core Equity 2 ETF 0.6 23 38 7.6 -2.4
STXV Strive 1000 Value ETF 0.6 18 43 8.1 -1.9
TTAC FCF US Quality ETF 0.6 59 2 6.0 -3.9
SCJ iShares MSCI Japan Small-Cap ETF 0.6 50 11 6.7 -3.2
LCLG Logan Capital Broad Innovative Growth ETF 0.6 99 -38 4.2 -5.7
DXIV Dimensional International Vector Equity ETF 0.6 34 27 8.0 -2.0
RAFE PIMCO RAFI ESG U.S. ETF 0.6 29 32 7.2 -2.7
IEUS iShares MSCI Europe Small-Cap ETF 0.6 42 19 7.2 -2.7
ROSC Hartford Multifactor Small Cap ETF 0.6 34 27 9.8 -0.2
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.6 95 -34 12.7 +2.8
DFSI Dimensional International Sustainability Core 1 ETF 0.6 24 37 6.4 -3.5
OBOR KraneShares MSCI One Belt One Road Index ETF 0.6 79 -18 8.7 -1.2
FEGE First Eagle Global Equity ETF 0.6 79 -18 7.0 -3.0
FUNL CornerCap Fundametrics Large-Cap ETF 0.6 50 11 7.3 -2.6
NUSC Nuveen ESG Small-Cap ETF 0.6 31 30 5.5 -4.5
DHS WisdomTree U.S. High Dividend Fund 0.6 38 23 8.2 -1.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.6 60 1 5.2 -4.7
HDV iShares Core High Dividend ETF 0.6 8 53 6.9 -3.1
HEDJ WisdomTree Europe Hedged Equity Fund 0.6 58 3 6.8 -3.1
VFMO Vanguard U.S. Momentum Factor ETF 0.6 13 48 3.2 -6.8
VB Vanguard Small-Cap ETF 0.6 5 56 6.2 -3.7
AFSM First Trust Active Factor Small Cap ETF 0.6 75 -14 7.7 -2.3
RFDI First Trust Riverfront Dynamic Developed International ETF 0.6 83 -22 9.7 -0.2
FSST Fidelity Sustainable U.S. Equity ETF 0.6 59 2 4.3 -5.6
IFRA iShares U.S. Infrastructure ETF 0.6 30 31 6.2 -3.7
DFIV Dimensional International Value ETF 0.6 27 34 10.0 +0.1
ISCB iShares Morningstar Small-Cap ETF 0.6 4 57 6.2 -3.7
VFMF Vanguard U.S. Multifactor ETF 0.6 18 43 8.2 -1.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 32 8.7 -1.3
CCMG CCM Global Equity ETF 0.5 34 27 8.6 -1.3
IJK iShares S&P Mid-Cap 400 Growth ETF 0.5 17 44 6.0 -3.9
DVYE iShares Emerging Markets Dividend ETF 0.5 49 12 18.7 +8.7
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.5 30 31 8.1 -1.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.5 29 32 6.5 -3.5
AVIE Avantis  Inflation Focused Equity ETF 0.5 25 36 7.3 -2.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 46 8.0 -2.0
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.5 14 47 6.3 -3.7
PTL Inspire 500 ETF 0.5 9 52 5.4 -4.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.5 25 36 8.1 -1.9
XJR iShares ESG Screened S&P Small-Cap ETF 0.5 12 49 7.5 -2.5
IJT iShares S&P Small-Cap 600 Growth ETF 0.5 18 43 5.6 -4.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.5 5 56 8.0 -2.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.5 10 51 6.0 -4.0
EBI Longview Advantage ETF 0.5 35 26 6.7 -3.3
DTH WisdomTree International High Dividend Fund 0.5 58 3 8.9 -1.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.5 65 -4 8.1 -1.8
SFYX SoFi Next 500 ETF 0.5 0 61 6.0 -4.0
NULC Nuveen ESG Large-Cap ETF 0.5 21 40 4.8 -5.2
HAPS Harbor Human Capital Factor US Small Cap ETF 0.5 60 1 4.2 -5.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.5 15 46 6.0 -3.9
DXUV Dimensional US Vector Equity ETF 0.5 28 33 6.3 -3.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.5 10 51 5.7 -4.2
SLYG SPDR S&P 600 Small Cap Growth ETF 0.5 15 46 5.7 -4.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 41 6.3 -3.7
DFUV Dimensional US Marketwide Value ETF 0.5 22 39 7.6 -2.3
IJR iShares Core S&P Small Cap ETF 0.5 6 55 7.9 -2.1
DGRW WisdomTree US Quality Dividend Growth Fund 0.5 28 33 5.5 -4.4
DLS WisdomTree International SmallCap Dividend Fund 0.5 58 3 8.4 -1.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.5 65 -4 6.4 -3.6
SSPY Syntax Stratified LargeCap ETF 0.5 30 31 6.7 -3.3
DFLV Dimensional US Large Cap Value ETF 0.5 22 39 7.9 -2.1
PRXV Praxis Impact Large Cap Value ETF 0.5 36 25 6.6 -3.4
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 24 6.2 -3.8
FNDX Schwab Fundamental US Large Co. Index ETF 0.5 25 36 7.2 -2.8
FNDB Schwab Fundamental US Broad Market Index ETF 0.5 25 36 7.2 -2.7
KRMA Global X Conscious Companies ETF 0.5 43 18 5.9 -4.0
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.5 42 19 9.9 -0.1
AVDE Avantis International Equity ETF 0.5 23 38 7.6 -2.4
SCZ iShares MSCI EAFE Small-Cap ETF 0.5 40 21 7.0 -3.0
FDRR Fidelity Dividend ETF for Rising Rates 0.5 15 46 7.2 -2.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.5 14 47 5.0 -5.0
AVSU Avantis Responsible U.S. Equity ETF 0.5 15 46 6.1 -3.8
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 7 54 7.8 -2.1
VYM Vanguard High Dividend Yield Index ETF 0.5 6 55 7.2 -2.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 58 7.9 -2.0
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.5 42 19 6.6 -3.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.5 12 49 6.6 -3.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.5 25 36 5.4 -4.6
DSMC Distillate Small/Mid Cash Flow ETF 0.5 55 6 12.7 +2.7
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 43 10.2 +0.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.5 35 26 4.2 -5.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.5 17 44 5.6 -4.3
FLSW Franklin FTSE Switzerland ETF 0.5 9 52 6.3 -3.7
EFV iShares MSCI EAFE Value ETF 0.5 34 27 9.3 -0.6
FDLO Fidelity Low Volatility Factor ETF 0.5 15 46 5.4 -4.5
JPIN J.P. Morgan Diversified Return International Equity ETF 0.5 37 24 8.5 -1.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.5 45 16 8.9 -1.1
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.5 70 -9 7.8 -2.2
EWL iShares MSCI Switzerland ETF 0.5 50 11 6.0 -3.9
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 36 6.5 -3.5
FDMO Fidelity Momentum Factor ETF 0.5 15 46 3.8 -6.1
BUYZ Franklin Disruptive Commerce ETF 0.5 50 11 2.3 -7.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 49 5.2 -4.7
PRF Invesco FTSE RAFI US 1000 ETF 0.4 39 22 6.9 -3.1
JHML John Hancock Multifactor Large Cap ETF 0.4 29 32 5.4 -4.5
DIVB iShares Core Dividend ETF 0.4 5 56 7.6 -2.3
PAVE Global X U.S. Infrastructure Development ETF 0.4 47 14 5.6 -4.3
DCOR Dimensional US Core Equity 1 ETF 0.4 14 47 5.5 -4.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 36 8.0 -2.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 51 10.2 +0.3
SLYV SPDR S&P 600 Small Cap Value ETF 0.4 15 46 10.2 +0.2
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 33 9.5 -0.4
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 36 9.6 -0.4
VONV Vanguard Russell 1000 Value ETF 0.4 7 54 6.6 -3.3
EMMF WisdomTree Emerging Markets Multifactor Fund 0.4 48 13 7.8 -2.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.4 9 52 5.3 -4.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 23 9.4 -0.6
IWD iShares Russell 1000 Value ETF 0.4 19 42 6.5 -3.5
SMIN iShares MSCI India Small Cap ETF 0.4 79 -18 3.6 -6.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.4 45 16 7.2 -2.8
ISMD Inspire Small/Mid Cap ETF 0.4 54 7 6.1 -3.9
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.4 39 22 16.2 +6.2
DFJ WisdomTree Japan SmallCap Dividend Fund 0.4 58 3 8.0 -1.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.4 40 21 7.6 -2.4
DFVX Dimensional US Large Cap Vector ETF 0.4 22 39 6.2 -3.7
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.4 12 49 6.1 -3.8
FEX First Trust Large Cap Core AlphaDEX Fund 0.4 59 2 6.0 -4.0
XSMO Invesco S&P SmallCap Momentum ETF 0.4 39 22 5.8 -4.2
DWX SPDR S&P International Dividend ETF 0.4 45 16 6.2 -3.8
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.4 35 26 5.5 -4.4
AVUS Avantis U.S. Equity ETF 0.4 15 46 5.9 -4.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.4 39 22 8.2 -1.8
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.4 46 15 7.0 -2.9
JHMD John Hancock Multifactor Developed International ETF 0.4 39 22 7.6 -2.3
DFAI Dimensional International Core Equity Market ETF 0.4 18 43 7.3 -2.7
ITAN Sparkline Intangible Value ETF 0.4 50 11 6.7 -3.2
BFOR ALPS Barron's 400 ETF 0.4 65 -4 6.0 -3.9
VXF Vanguard Extended Market ETF 0.4 5 56 4.8 -5.1
RPV Invesco S&P 500 Pure Value ETF 0.4 35 26 10.6 +0.7
IUSV iShares Core S&P US Value ETF 0.4 4 57 6.5 -3.4
FLEE Franklin FTSE Europe ETF 0.4 9 52 7.3 -2.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.4 25 36 5.8 -4.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 41 6.6 -3.3
UIVM VictoryShares International Value Momentum ETF 0.4 35 26 9.0 -1.0
VLU SPDR S&P 1500 Value Tilt ETF 0.4 12 49 7.6 -2.4
ISCF iShares International SmallCap Equity Factor ETF 0.4 23 38 8.4 -1.6
SCHV Schwab U.S. Large-Cap Value ETF 0.4 4 57 6.8 -3.2
IEUR iShares Core MSCI Europe ETF 0.4 11 50 7.3 -2.6
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 73 -12 11.2 +1.2
VGK Vanguard FTSE Europe ETF 0.4 6 55 7.4 -2.6
DWM WisdomTree International Equity Fund 0.4 48 13 7.5 -2.5
EVUS iShares ESG Aware MSCI USA Value ETF 0.4 18 43 6.8 -3.2
ILF iShares Latin America 40 ETF 0.4 48 13 12.9 +2.9
FMDE Fidelity Enhanced Mid Cap ETF 0.4 23 38 5.8 -4.2
IQSI IQ Candriam International Equity ETF 0.4 15 46 6.6 -3.3
JAVA JPMorgan Active Value ETF 0.4 44 17 6.4 -3.6
LVOL American Century Low Volatility ETF 0.4 29 32 4.8 -5.2
JSTC Adasina Social Justice All Cap Global ETF 0.4 89 -28 4.8 -5.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.4 55 6 10.3 +0.4
DFSU Dimensional US Sustainability Core 1 ETF 0.4 18 43 5.5 -4.5
SPEU SPDR Portfolio Europe ETF 0.4 7 54 7.3 -2.6
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -19 11.2 +1.3
AVDS Avantis International Small Cap Equity ETF 0.4 30 31 7.6 -2.4
VFVA Vanguard U.S. Value Factor ETF 0.4 13 48 11.2 +1.2
IWN iShares Russell 2000 Value ETF 0.4 24 37 7.8 -2.2
VOOV Vanguard S&P 500 Value ETF 0.4 7 54 6.4 -3.6
VTWV Vanguard Russell 2000 Value ETF 0.4 10 51 7.9 -2.1
IVE iShares S&P 500 Value ETF 0.4 18 43 6.3 -3.7
SPYV SPDR Portfolio S&P 500 Value ETF 0.4 4 57 6.4 -3.6
ILCV iShares Morningstar Value ETF 0.4 4 57 6.7 -3.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 26 6.1 -3.9
FDEV Fidelity International Multifactor ETF 0.4 18 43 7.4 -2.5
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.4 59 2 11.7 +1.8
BBEU JPMorgan BetaBuilders Europe ETF 0.4 9 52 7.2 -2.8
IEV iShares Europe ETF 0.4 67 -6 6.9 -3.1
XC WisdomTree Emerging Markets Ex-China Fund 0.4 32 29 6.0 -3.9
AVES Avantis Emerging Markets Value ETF 0.4 36 25 11.6 +1.7
BLCV iShares Large Cap Value Active ETF 0.3 53 8 7.4 -2.5
ENOR iShares MSCI Norway ETF 0.3 53 8 10.0 +0.1
CALF Pacer US Small Cap Cash Cows 100 ETF 0.3 59 2 11.1 +1.2
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.3 58 3 6.7 -3.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.3 58 3 7.1 -2.9
NORW Global X MSCI Norway ETF 0.3 50 11 10.0 +0.1
VTV Vanguard Value ETF 0.3 4 57 6.9 -3.0
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.3 80 -19 10.0 +0.0
GWX SPDR S&P International Small Cap ETF 0.3 40 21 6.3 -3.7
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 49 5.9 -4.1
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.3 58 3 8.0 -1.9
VSGX Vanguard ESG International Stock ETF 0.3 10 51 7.9 -2.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.3 35 26 7.2 -2.7
IUS Invesco RAFI Strategic US ETF 0.3 19 42 6.8 -3.2
RWL Invesco S&P 500 Revenue ETF 0.3 39 22 6.8 -3.2
NUDM Nuveen ESG International Developed Markets Equity ETF 0.3 31 30 6.3 -3.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.3 35 26 9.8 -0.2
DTD WisdomTree U.S. Total Dividend Fund 0.3 28 33 6.4 -3.6
THD iShares MSCI Thailand ETF 0.3 58 3 0.0 -10.0
XCNY SPDR S&P Emerging Markets ex-China ETF 0.3 15 46 7.6 -2.3
EZU iShares MSCI Eurozone ETF 0.3 52 9 6.7 -3.3
REVS Columbia Research Enhanced Value ETF 0.3 19 42 7.7 -2.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 32 7.9 -2.0
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.3 58 3 9.7 -0.2
VYMI Vanguard International High Dividend Yield ETF 0.3 17 44 9.8 -0.2
HFXI IQ FTSE International Equity Currency Neutral ETF 0.3 20 41 7.2 -2.7
IQDG WisdomTree International Quality Dividend Growth Fund 0.3 42 19 7.0 -2.9
IWP iShares Russell Mid-Cap Growth ETF 0.3 23 38 3.4 -6.5
SCHY Schwab International Dividend Equity ETF 0.3 14 47 9.6 -0.4
IEFA iShares Core MSCI EAFE ETF 0.3 7 54 7.2 -2.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.3 15 46 5.0 -5.0
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 57 7.2 -2.8
SPXT ProShares S&P 500 Ex-Technology ETF 0.3 9 52 5.6 -4.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 22 6.7 -3.2
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 11 11.4 +1.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 46 5.5 -4.5
DFEV Dimensional Emerging Markets Value ETF 0.3 43 18 13.3 +3.3
DMXF iShares ESG Advanced MSCI EAFE ETF 0.3 12 49 5.5 -4.4
VEA Vanguard FTSE Developed Markets ETF 0.3 3 58 7.3 -2.7
RFEU First Trust Riverfront Dynamic Europe ETF 0.3 83 -22 10.4 +0.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.3 10 51 5.3 -4.7
SNPV Xtrackers S&P 500 Value ESG ETF 0.3 15 46 6.8 -3.2
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.3 44 17 10.9 +1.0
BRF VanEck Brazil Small-Cap ETF 0.3 66 -5 11.0 +1.0
EWZS iShares MSCI Brazil Small-Cap ETF 0.3 59 2 10.6 +0.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.3 38 23 9.4 -0.5
EWU iShares MSCI United Kingdom ETF 0.3 50 11 8.6 -1.4
XMAG Defiance Large Cap ex-Mag 7 ETF 0.3 35 26 5.2 -4.8
HLAL Wahed FTSE USA Shariah ETF 0.3 50 11 4.9 -5.0
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -4 8.9 -1.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.3 3 58 7.2 -2.8
AVEM Avantis Emerging Markets Equity ETF 0.3 33 28 9.2 -0.8
FFLC Fidelity Fundamental Large Cap Core ETF 0.3 38 23 4.6 -5.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.3 36 25 6.9 -3.0
BKIE BNY Mellon International Equity ETF 0.3 4 57 7.1 -2.9
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 54 8.0 -2.0
IVLU iShares MSCI Intl Value Factor ETF 0.3 30 31 10.7 +0.7
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 49 12 15.9 +5.9
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.3 20 41 6.5 -3.5
VXUS Vanguard Total International Stock ETF 0.3 5 56 8.0 -2.0
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.3 24 37 8.1 -1.8
APUE ActivePassive U.S. Equity ETF 0.3 45 16 4.7 -5.2
DXJ WisdomTree Japan Hedged Equity Fund 0.3 48 13 8.2 -1.7
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 41 7.0 -3.0
FLGB Franklin FTSE United Kingdom ETF 0.3 9 52 8.0 -2.0
ISCG iShares Morningstar Small-Cap Growth ETF 0.2 6 55 2.9 -7.0
IGRO iShares International Dividend Growth ETF 0.2 15 46 7.2 -2.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.2 60 1 9.7 -0.2
TPIF Timothy Plan International ETF 0.2 62 -1 6.2 -3.8
USMF WisdomTree U.S. Multifactor Fund 0.2 28 33 6.9 -3.1
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 29 9.3 -0.7
DLN WisdomTree U.S. LargeCap Dividend Fund 0.2 28 33 6.0 -3.9
KLMN Invesco MSCI North America Climate ETF 0.2 9 52 5.1 -4.8
EFA iShares MSCI EAFE ETF 0.2 35 26 6.9 -3.1
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 36 11.9 +2.0
DSPY Tema S&P 500 Historical Weight ETF 0.2 18 43 5.2 -4.7
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 20 8.9 -1.1
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 11 5.8 -4.1
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.2 53 8 7.7 -2.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.2 10 51 5.1 -4.9
WLDR Affinity World Leaders Equity ETF 0.2 67 -6 7.7 -2.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 42 6.4 -3.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.2 11 50 5.0 -5.0
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 36 7.3 -2.7
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 0 6.4 -3.6
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -19 9.1 -0.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.2 3 58 5.2 -4.7
DFAU Dimensional US Core Equity Market ETF 0.2 12 49 5.1 -4.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.2 11 50 5.1 -4.8
GSPY Gotham Enhanced 500 ETF 0.2 50 11 5.4 -4.6
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 52 5.3 -4.7
VT Vanguard Total World Stock ETF 0.2 6 55 6.0 -4.0
BBCA JPMorgan BetaBuilders Canada ETF 0.2 19 42 6.6 -3.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.2 65 -4 3.5 -6.4
IYY iShares Dow Jones U.S. ETF 0.2 20 41 4.9 -5.1
VONE Vanguard Russell 1000 ETF 0.2 7 54 5.0 -4.9
IWB iShares Russell 1000 ETF 0.2 15 46 4.9 -5.0
SCHF Schwab International Equity ETF 0.2 6 55 7.4 -2.6
VTHR Vanguard Russell 3000 ETF 0.2 7 54 5.0 -5.0
SPXE ProShares S&P 500 Ex-Energy ETF 0.2 9 52 4.9 -5.1
SPXV ProShares S&P 500 Ex-Health Care ETF 0.2 9 52 4.8 -5.2
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 49 4.5 -5.4
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 43 7.6 -2.4
ACVF American Conservative Values ETF 0.2 75 -14 4.4 -5.6
IWV iShares Russell 3000 ETF 0.2 20 41 4.9 -5.1
XCEM Columbia EM Core ex-China ETF 0.2 16 45 8.1 -1.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 22 6.1 -3.9
SCHB Schwab U.S. Broad Market ETF 0.2 3 58 5.1 -4.8
SPMO Invesco S&P 500 Momentum ETF 0.2 13 48 3.7 -6.3
DEHP Dimensional Emerging Markets High Profitability ETF 0.2 41 20 6.8 -3.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.2 3 58 5.0 -4.9
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 26 9.4 -0.5
GQQQ Astoria US Quality Growth Kings ETF 0.2 35 26 4.8 -5.2
SCHK Schwab 1000 Index ETF 0.2 5 56 5.1 -4.9
SUSL iShares ESG MSCI USA Leaders ETF 0.2 10 51 5.0 -4.9
ECON Columbia Emerging Markets Consumer ETF 0.2 49 12 12.4 +2.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 42 5.2 -4.7
BKF iShares MSCI BIC ETF 0.2 69 -8 13.3 +3.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 20 7.8 -2.2
TOK iShares MSCI Kokusai ETF 0.2 26 35 5.2 -4.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 41 5.1 -4.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 4 57 8.2 -1.8
XVV iShares ESG Screened S&P 500 ETF 0.2 8 53 4.9 -5.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.2 12 49 4.6 -5.3
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 27 7.8 -2.1
VWO Vanguard FTSE Emerging Markets ETF 0.2 7 54 10.6 +0.6
AVUQ Avantis U.S. Quality ETF 0.2 15 46 4.9 -5.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 59 5.0 -4.9
VOTE TCW Transform 500 ETF 0.2 5 56 5.0 -5.0
CATH Global X S&P 500 Catholic Values Custom ETF 0.2 29 32 4.8 -5.1
RSSL Global X Russell 2000 ETF 0.2 8 53 4.5 -5.4
RECS Columbia Research Enhanced Core ETF 0.2 15 46 5.8 -4.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 36 7.1 -2.8
SPXN ProShares S&P 500 Ex-Financials ETF 0.2 9 52 5.0 -4.9
IWM iShares Russell 2000 ETF 0.2 19 42 4.6 -5.4
DUHP Dimensional US High Profitability ETF 0.2 21 40 6.4 -3.6
URTH iShares MSCI World ETF 0.2 24 37 5.2 -4.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.2 20 41 4.8 -5.2
VTWO Vanguard Russell 2000 ETF 0.2 7 54 4.6 -5.3
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 52 10.5 +0.5
SPLG SPDR Portfolio S&P 500 ETF 0.2 2 59 5.1 -4.9
VOO Vanguard S&P 500 ETF 0.2 3 58 5.1 -4.9
IVV iShares Core S&P 500 ETF 0.2 3 58 5.0 -4.9
SPY SPDR S&P 500 ETF Trust 0.2 9 52 5.0 -5.0
ACWI iShares MSCI ACWI ETF 0.2 32 29 5.7 -4.3
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 12 10.4 +0.5
NANC Unusual Whales Subversive Democratic Trading ETF 0.2 75 -14 3.7 -6.2
USXF iShares ESG Advanced MSCI USA ETF 0.2 10 51 4.6 -5.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.2 15 46 9.2 -0.8
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 36 6.0 -4.0
DEM WisdomTree Emerging Markets High Dividend Fund 0.2 63 -2 13.2 +3.2
PBUS Invesco MSCI USA ETF 0.2 4 57 5.0 -5.0
VTI Vanguard Total Stock Market ETF 0.2 3 58 5.0 -5.0
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 36 7.7 -2.3
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 52 4.8 -5.1
ILCB iShares Morningstar U.S. Equity ETF 0.2 3 58 5.0 -5.0
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -64 5.3 -4.6
DFUS Dimensional U.S. Equity ETF 0.2 9 52 4.9 -5.0
SCHX Schwab U.S. Large-Cap ETF 0.2 3 58 5.1 -4.9
VALQ American Century U.S. Quality Value ETF 0.2 29 32 7.6 -2.3
HDUS Hartford Disciplined US Equity ETF 0.2 19 42 5.8 -4.1
DOL WisdomTree International LargeCap Dividend Fund 0.2 48 13 7.4 -2.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.2 25 36 6.0 -4.0
DFSV Dimensional US Small Cap Value ETF 0.2 31 30 10.4 +0.4
KLMT Invesco MSCI Global Climate 500 ETF 0.2 10 51 5.9 -4.1
EWC iShares MSCI Canada ETF 0.2 50 11 6.4 -3.6
DSI iShares MSCI KLD 400 Social ETF 0.2 25 36 4.9 -5.0
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.2 33 28 8.6 -1.3
AVIV Avantis International Large Cap Value ETF 0.2 25 36 8.9 -1.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 46 8.2 -1.8
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 31 7.7 -2.2
TOV JLens 500 Jewish Advocacy U.S. ETF 0.2 18 43 4.8 -5.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.2 9 52 4.9 -5.0
FQAL Fidelity Quality Factor ETF 0.2 15 46 5.7 -4.2
CIL VictoryShares International Volatility Wtd ETF 0.2 45 16 6.6 -3.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 52 4.5 -5.4
USMV iShares MSCI USA Min Vol Factor ETF 0.2 15 46 5.7 -4.3
SCHE Schwab Emerging Markets Equity ETF 0.2 11 50 11.1 +1.2
OPTZ Optimize Strategy Index ETF 0.2 50 11 5.0 -4.9
PSC Principal U.S. Small-Cap ETF 0.2 38 23 6.9 -3.1
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.2 15 46 10.4 +0.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 16 4.5 -5.4
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 46 5.7 -4.2
VV Vanguard Large-Cap ETF 0.1 4 57 4.9 -5.0
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 61 5.0 -5.0
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 51 5.2 -4.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 19 5.4 -4.5
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 51 6.1 -3.8
STXE Strive Emerging Markets Ex-China ETF 0.1 32 29 7.8 -2.2
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 31 10.3 +0.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 54 4.9 -5.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 41 6.0 -4.0
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 54 10.6 +0.6
EEM iShares MSCI Emerging Markets ETF 0.1 69 -8 10.3 +0.3
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 44 13.2 +3.3
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 12 5.6 -4.3
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 50 10.1 +0.2
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 25 9.9 -0.1
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 31 7.0 -2.9
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 31 6.1 -3.9
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 46 5.3 -4.7
EPS WisdomTree U.S. LargeCap Fund 0.1 8 53 5.8 -4.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 29 5.0 -5.0
EES WisdomTree U.S. SmallCap Fund 0.1 38 23 9.1 -0.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -14 4.1 -5.9
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.1 35 26 19.3 +9.3
LRGF iShares U.S. Equity Factor ETF 0.1 8 53 5.6 -4.4
SHE SPDR MSCI USA Gender Diversity ETF 0.1 20 41 5.0 -5.0
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 45 8.5 -1.5
STRV Strive 500 ETF 0.1 5 56 4.9 -5.0
JPXN iShares JPX-Nikkei 400 ETF 0.1 48 13 7.1 -2.9
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -5 10.0 +0.0
FLJH Franklin FTSE Japan Hedged ETF 0.1 9 52 6.8 -3.2
FLJP Franklin FTSE Japan ETF 0.1 9 52 6.7 -3.3
SFY SoFi Select 500 ETF 0.1 0 61 4.5 -5.4
SUSA iShares MSCI USA ESG Select ETF 0.1 25 36 4.9 -5.1
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 46 4.9 -5.0
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 28 8.6 -1.3
QDF FlexShares Quality Dividend Index Fund 0.1 37 24 6.4 -3.6
IMCG iShares Morningstar Mid-Cap Growth ETF 0.1 6 55 4.1 -5.9
IPAC iShares Core MSCI Pacific ETF 0.1 9 52 6.7 -3.2
VPL Vanguard FTSE Pacific ETF 0.1 7 54 7.1 -2.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.1 18 43 5.8 -4.2
STXD Strive 1000 Dividend Growth ETF 0.1 35 26 4.9 -5.1
DGRO iShares Core Dividend Growth ETF 0.1 8 53 6.4 -3.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.1 15 46 4.7 -5.2
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 34 8.8 -1.1
VWID Virtus WMC International Dividend ETF 0.1 49 12 8.8 -1.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 32 4.5 -5.5
PFM Invesco Dividend Achievers ETF 0.1 53 8 5.3 -4.7
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 31 6.2 -3.7
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 16 10.5 +0.5
VIG Vanguard Dividend Appreciation ETF 0.1 5 56 5.6 -4.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 52 5.9 -4.1
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -4 4.2 -5.7
EPI WisdomTree India Earnings Fund 0.1 85 -24 4.8 -5.2
ROAM Hartford Multifactor Emerging Markets ETF 0.1 44 17 11.9 +2.0
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 57 4.3 -5.7
GXC SPDR S&P China ETF 0.1 59 2 16.4 +6.4
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 12 4.9 -5.1
VBK Vanguard Small-Cap Growth ETF 0.1 7 54 1.9 -8.0
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 31 9.9 -0.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 49 4.6 -5.4
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 42 9.5 -0.5
RVRB Reverb ETF 0.0 30 31 4.7 -5.3
YOKE Yoke Core ETF 0.0 42 19 4.5 -5.5
FLCH Franklin FTSE China ETF 0.0 19 42 16.7 +6.8
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 12 9.5 -0.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.0 7 54 5.1 -4.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.0 8 53 5.1 -4.9
STXG Strive 1000 Growth ETF 0.0 18 43 3.9 -6.0
IWF iShares Russell 1000 Growth ETF 0.0 19 42 4.4 -5.5
VONG Vanguard Russell 1000 Growth ETF 0.0 7 54 4.6 -5.4
IVW iShares S&P 500 Growth ETF 0.0 18 43 4.0 -5.9
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0 4 57 4.2 -5.8
VOOG Vanguard S&P 500 Growth ETF 0.0 7 54 4.2 -5.8
FELV Fidelity Enhanced Large Cap Value ETF 0.0 18 43 6.8 -3.2
IWO iShares Russell 2000 Growth ETF 0.0 24 37 1.4 -8.5
VTWG Vanguard Russell 2000 Growth ETF 0.0 10 51 1.5 -8.4
VEGN US Vegan Climate ETF 0.0 60 1 4.5 -5.5
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 27 6.0 -4.0
EFG iShares MSCI EAFE Growth ETF 0.0 36 25 4.3 -5.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 40 3.8 -6.1
ILCG iShares Morningstar Growth ETF 0.0 4 57 3.8 -6.2
GLOF iShares Global Equity Factor ETF 0.0 20 41 6.7 -3.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.0 58 3 4.7 -5.2
HKND Humankind US Stock ETF 0.0 11 50 7.2 -2.7
DIVI Franklin International Core Dividend Tilt Index ETF 0.0 9 52 8.1 -1.9
RNIN Bushido Capital US SMID Cap Equity ETF 0.0 70 -9 5.0 -5.0

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

  2020 2021 2022 2023 2024 2025E 2026E
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
  2024 2025E 2026E
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 12.5 %
Divided by: Fwd. P/BV 1.2 x
Less: Expense ratio 61 bp
Equals: ALTAR Score 10.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 CATEGORY
AVERAGE		 1.57
 
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.