Invesco MSCI Global Timber ETF
ALTAR
Score™		 8.2% info Recommen-
dation		 SPECULATIVE
2024E    2025E
P/E
ratio		 17.5x P/Sales
ratio		 1.1x
P/BV
ratio		 1.5x Div.
yield		 2.8%


  • 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) $55
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 56
Wgt avg mkt cap (mns) $10,681
Large cap (>$10bn) 46.9%
Mid cap ($2-10bn) 46.0%
Small cap (<$2bn) 7.1%
Developed mkts 88.5%
Emerging mkts 11.6%

TOP TEN HOLDINGS
SMURFIT WESTROCK PLC 6.4 %
UPM-KYMMENE OYJ 6.1 %
AMCOR PLC 5.1 %
WEYERHAEUSER CO 5.1 %
PACKAGING CORP OF AMERICA 5.1 %
INTERNATIONAL PAPER CO 5.1 %
DS SMITH PLC 5.0 %
AVERY DENNISON CORP 4.9 %
GRAPHIC PACKAGING HOLDING CO 4.6 %
SVENSKA CELLULOSA AB-B SHS 4.0 %
Total 51.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 40.6 %
BRITAIN 13.6 %
FINLAND 11.4 %
SWEDEN 6.7 %
BRAZIL 5.6 %
CANADA 5.1 %
JAPAN 3.1 %
SWITZERLAND 3.1 %
TAIWAN 1.2 %
INDIA 1.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
1.4% 6.0% 4.9% 5.1% 3.6%

Market Correlations
versus... Beta R-squared
S&P500 0.90 66%
MSCI EAFE 1.02 82%
MSCI Emg. Mkts. 0.85 57%

Technical Indicators
Recent close $34.60
30d moving avg. $34.79
Annualized volatility 19.5%
Short interest (ETF) 0.0%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.2%
Bid/Ask (% of price) 0.57%
ADV underlying (mns) $1,131

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 689 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™: 8.2%


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 46.7 42 19 9.5 +1.4
GNR SPDR S&P Global Natural Resources ETF 17.5 40 21 9.8 +1.7
RSPM Invesco S&P 500 Equal Weight Materials ETF 15.0 40 21 7.9 -0.2
IVEG iShares Emergent Food and AgTech Multisector ETF 12.0 47 14 7.9 -0.3
EFNL iShares MSCI Finland ETF 10.8 56 5 7.5 -0.6
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 10.2 60 1 5.2 -3.0
NANR SPDR S&P North American Natural Resources ETF 8.7 35 26 7.7 -0.5
XLB Materials Select Sector SPDR Fund 8.3 9 52 6.2 -1.9
SPRE SP Funds S&P Global REIT Sharia ETF 8.1 55 6 4.6 -3.5
VAW Vanguard Materials ETF 7.3 10 51 6.4 -1.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 7.0 60 1 5.5 -2.7
FMAT Fidelity MSCI Materials Index ETF 6.9 8 53 6.4 -1.8
BECO BlackRock Future Climate and Sustainable Economy ETF 6.9 70 -9 12.4 +4.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 6.8 39 22 8.9 +0.8
TEMP JPMorgan Climate Change Solutions ETF 6.0 49 12 5.3 -2.9
IYM iShares U.S. Basic Materials ETF 5.8 40 21 6.8 -1.4
FTRI First Trust Indxx Global Natural Resources Income ETF 5.6 70 -9 9.9 +1.8
MXI iShares Global Materials ETF 5.5 41 20 7.0 -1.2
GSFP Goldman Sachs Future Planet Equity ETF 5.5 75 -14 4.0 -4.1
FXZ First Trust Materials AlphaDEX Fund 5.3 61 0 11.3 +3.1
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 5.2 60 1 8.5 +0.4
DFND Siren DIVCON Dividend Defender ETF 5.1 189 -128 6.4 -1.8
SURE AdvisorShares Insiders Advantage ETF 4.8 90 -29 9.2 +1.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 4.7 61 0 6.0 -2.2
PSCM Invesco S&P SmallCap Materials ETF 4.4 29 32 7.9 -0.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 4.3 46 15 9.4 +1.3
SDOG ALPS Sector Dividend Dogs ETF 4.1 36 25 9.2 +1.1
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.1 40 21 6.2 -1.9
SPDV AAM S&P 500 High Dividend Value ETF 3.8 29 32 9.5 +1.4
IGE iShares North American Natural Resources ETF 3.8 41 20 6.4 -1.7
USSE Segall Bryant & Hamill Select Equity ETF 3.7 65 -4 3.5 -4.6
CRED Columbia Research Enhanced Real Estate ETF 3.7 33 28 6.9 -1.2
SDG iShares MSCI Global Sustainable Development Goals ETF 3.7 49 12 5.5 -2.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 3.6 60 1 5.0 -3.1
IVRA Invesco Real Assets ESG ETF 3.6 59 2 5.4 -2.8
EFRA iShares Environmental Infrastructure and Industrials ETF 3.6 47 14 4.9 -3.3
DVY iShares Select Dividend ETF 3.6 38 23 8.0 -0.1
SMAP Amplify Small-Mid Cap Equity ETF 3.5 60 1 4.6 -3.6
EWZ iShares MSCI Brazil ETF 3.4 58 3 10.6 +2.5
GQRE FlexShares Global Quality Real Estate Index Fund 3.4 45 16 5.9 -2.3
ZIG Acquirers Fund 3.3 84 -23 13.4 +5.2
TPHD Timothy Plan High Dividend Stock ETF 3.3 52 9 6.0 -2.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 3.3 54 7 6.0 -2.2
DON WisdomTree U.S. MidCap Dividend Fund 3.3 38 23 7.7 -0.5
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.2 40 21 5.0 -3.2
ERTH Invesco MSCI Sustainable Future ETF 3.1 62 -1 3.4 -4.8
DIV Global X SuperDividend US ETF 3.0 45 16 7.9 -0.2
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.9 60 1 2.8 -5.3
PKB Invesco Building & Construction ETF 2.8 62 -1 6.3 -1.9
FBZ First Trust Brazil AlphaDEX Fund 2.8 80 -19 13.3 +5.1
HOMZ Hoya Capital Housing ETF 2.7 30 31 6.9 -1.3
ONEY SPDR Russell 1000 Yield Focus ETF 2.7 20 41 9.2 +1.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.7 38 23 5.6 -2.5
HAP VanEck Natural Resources ETF 2.7 50 11 10.1 +1.9
DIVY Sound Equity Dividend Income ETF 2.6 45 16 10.3 +2.1
FSZ First Trust Switzerland AlphaDEX Fund 2.6 80 -19 4.0 -4.2
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.6 7 54 8.8 +0.6
FLV American Century Focused Large Cap Value ETF 2.4 42 19 6.5 -1.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.4 60 1 6.1 -2.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.4 12 49 5.3 -2.9
CZA Invesco Zacks Mid-Cap ETF 2.3 72 -11 5.5 -2.6
FTCS First Trust Capital Strength ETF 2.2 55 6 5.7 -2.4
IYR iShares U.S. Real Estate ETF 2.2 40 21 6.0 -2.2
SCHH Schwab U.S. REIT ETF 2.2 7 54 6.5 -1.6
EATV VegTech Plant-based Innovation & Climate ETF 2.2 75 -14 2.1 -6.1
FREL Fidelity MSCI Real Estate Index ETF 2.2 8 53 6.1 -2.1
EWUS iShares MSCI United Kingdom Small Cap ETF 2.2 59 2 5.2 -3.0
PSR Invesco Active U.S. Real Estate Fund 2.2 35 26 5.9 -2.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.2 85 -24 2.5 -5.6
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -4 5.2 -3.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.1 60 1 3.9 -4.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.1 30 31 8.2 +0.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.1 56 5 5.8 -2.4
XLRE Real Estate Select Sector SPDR Fund 2.0 9 52 5.9 -2.3
VNQ Vanguard Real Estate ETF 2.0 12 49 6.2 -2.0
ULVM VictoryShares US Value Momentum ETF 2.0 20 41 7.0 -1.2
STXM Strive Mid-Cap ETF 2.0 18 43 5.9 -2.3
QVAL Alpha Architect US Quantitative Value ETF 2.0 39 22 9.3 +1.1
RNMC First Trust Mid Cap US Equity Select ETF 2.0 60 1 6.2 -1.9
QDIV Global X S&P 500 Quality Dividend ETF 2.0 20 41 7.5 -0.6
FSCS First Trust SMID Capital Strength ETF 2.0 60 1 5.8 -2.3
PRAY FIS Christian Stock Fund 2.0 69 -8 5.8 -2.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.0 20 41 7.5 -0.7
SCHM Schwab U.S. Mid-Cap ETF 1.9 4 57 5.9 -2.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.9 24 37 7.3 -0.9
DEMZ Democratic Large Cap Core ETF 1.9 45 16 4.0 -4.2
CALF Pacer US Small Cap Cash Cows 100 ETF 1.9 59 2 4.8 -3.4
EWD iShares MSCI Sweden ETF 1.9 54 7 6.1 -2.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.8 25 36 5.1 -3.1
SPLV Invesco S&P 500 Low Volatility ETF 1.8 25 36 5.0 -3.1
ALTL Pacer Lunt Large Cap Alternator ETF 1.8 60 1 4.8 -3.4
PEXL Pacer US Export Leaders ETF 1.8 60 1 5.5 -2.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.8 40 21 6.2 -2.0
FLBR Franklin FTSE Brazil ETF 1.8 19 42 13.4 +5.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.7 49 12 10.5 +2.4
VOE Vanguard Mid-Cap Value ETF 1.7 7 54 6.9 -1.3
DIM WisdomTree International MidCap Dividend Fund 1.7 58 3 7.4 -0.8
DISV Dimensional International Small Cap Value ETF 1.7 42 19 9.0 +0.8
CSMD Congress SMid Growth ETF 1.7 69 -8 4.0 -4.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.7 35 26 5.8 -2.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.7 15 46 5.6 -2.6
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.7 58 3 9.0 +0.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.7 29 32 5.2 -3.0
VAMO Cambria Value & Momentum ETF 1.7 61 0 8.1 -0.1
GINX SGI Enhanced Global Income ETF 1.7 98 -37 6.4 -1.7
BUYZ Franklin Disruptive Commerce ETF 1.7 50 11 1.8 -6.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.7 15 46 4.0 -4.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 1.6 58 3 6.2 -2.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.6 59 2 3.8 -4.4
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 19 6.4 -1.7
UDI USCF Dividend Income Fund 1.6 65 -4 7.1 -1.0
RUNN Running Oak Efficient Growth ETF 1.6 58 3 4.5 -3.6
IQDG WisdomTree International Quality Dividend Growth Fund 1.6 42 19 6.4 -1.8
GVLU Gotham 1000 Value ETF 1.6 50 11 7.6 -0.5
IMCV iShares Morningstar Mid-Cap Value ETF 1.6 6 55 7.5 -0.6
PY Principal Value ETF 1.6 15 46 7.0 -1.2
QLV FlexShares US Quality Low Volatility Index Fund 1.6 22 39 3.7 -4.5
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.5 42 19 7.7 -0.5
IJJ iShares S&P Mid-Cap 400 Value ETF 1.5 18 43 6.8 -1.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.5 4 57 5.5 -2.7
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 22 7.5 -0.7
BLES Inspire Global Hope ETF 1.5 61 0 6.2 -2.0
RPV Invesco S&P 500 Pure Value ETF 1.5 35 26 9.7 +1.5
JPEF JPMorgan Equity Focus ETF 1.5 50 11 3.9 -4.3
MDYV SPDR S&P 400 Mid Cap Value ETF 1.5 15 46 6.8 -1.3
EQIN Columbia US Equity Income ETF 1.5 35 26 5.3 -2.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.5 15 46 6.8 -1.3
IEUS iShares MSCI Europe Small-Cap ETF 1.4 42 19 5.9 -2.2
JHMM John Hancock Multifactor Mid Cap ETF 1.4 42 19 6.0 -2.2
SXUS Janus Henderson International Sustainable Equity ETF 1.4 60 1 4.3 -3.9
FLLA Franklin FTSE Latin America ETF 1.4 19 42 13.1 +4.9
PEY Invesco High Yield Equity Dividend Achievers ETF 1.4 52 9 10.1 +1.9
JHDV John Hancock U.S. High Dividend ETF 1.4 34 27 6.1 -2.0
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF 1.4 27 34 0.0 -8.2
SCHD Schwab US Dividend Equity ETF 1.4 6 55 9.3 +1.1
BLLD JPMorgan Sustainable Infrastructure ETF 1.4 49 12 5.6 -2.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 46 6.6 -1.5
FVD First Trust Value Line Dividend Index Fund 1.4 65 -4 6.2 -1.9
WWJD Inspire International ETF 1.4 80 -19 7.0 -1.1
MAGA Point Bridge America First ETF 1.4 72 -11 5.9 -2.3
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.4 24 37 8.4 +0.2
TMDV ProShares Russell US Dividend Growers ETF 1.3 35 26 5.9 -2.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.3 52 9 5.0 -3.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.3 58 3 5.0 -3.2
OCEN IQ Clean Oceans ETF 1.3 45 16 5.9 -2.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.3 60 1 5.9 -2.3
FKU First Trust United Kingdom AlphaDEX Fund 1.3 80 -19 8.0 -0.1
DFIS Dimensional International Small Cap ETF 1.3 39 22 6.6 -1.5
CCNR ALPS CoreCommodity Natural Resources ETF 1.3 39 22 10.6 +2.5
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 2 2.3 -5.9
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 36 6.7 -1.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.3 30 31 5.2 -3.0
EUDG WisdomTree Europe Quality Dividend Growth Fund 1.3 58 3 6.0 -2.1
IWS iShares Russell Mid-Cap Value ETF 1.2 23 38 6.2 -2.0
SMOT VanEck Morningstar SMID Moat ETF 1.2 49 12 5.6 -2.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.2 18 43 7.2 -1.0
BKSE BNY Mellon US Small Cap Core Equity ETF 1.2 4 57 4.7 -3.5
FRDM Freedom 100 Emerging Markets ETF 1.2 49 12 7.0 -1.1
EMMF WisdomTree Emerging Markets Multifactor Fund 1.2 48 13 8.5 +0.4
JSTC Adasina Social Justice All Cap Global ETF 1.2 89 -28 4.7 -3.4
EZM WisdomTree U.S. MidCap Fund 1.2 38 23 7.2 -0.9
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 1.2 69 -8 8.2 0.0
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 1.2 80 -19 11.7 +3.6
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 55 7.0 -1.1
WTV WisdomTree US Value Fund of Benef Interest 1.2 12 49 8.8 +0.7
KEAT Keating Active ETF 1.2 85 -24 0.0 -8.2
SDY SPDR S&P Dividend ETF 1.2 35 26 6.0 -2.2
FTA First Trust Large Cap Value AlphaDEX Fund 1.2 59 2 8.2 +0.1
OSCV Opus Small Cap Value ETF 1.2 79 -18 5.7 -2.5
WDIV SPDR S&P Global Dividend ETF 1.1 40 21 9.2 +1.0
FPRO Fidelity Real Estate Investment ETF 1.1 59 2 4.7 -3.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.1 30 31 7.9 -0.3
AUSF Global X Adaptive U.S. Factor ETF 1.1 27 34 9.0 +0.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.1 35 26 7.7 -0.5
ROUS Hartford Multifactor US Equity ETF 1.1 19 42 6.5 -1.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.1 38 23 7.6 -0.5
JVAL JPMorgan U.S. Value Factor ETF 1.1 12 49 7.6 -0.6
NUSC Nuveen ESG Small-Cap ETF 1.1 31 30 4.8 -3.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.1 70 -9 4.3 -3.8
QUVU Hartford Quality Value ETF 1.1 46 15 6.6 -1.5
JPRE JPMorgan Realty Income ETF 1.1 50 11 5.4 -2.8
CVY Invesco Zacks Multi-Asset Income ETF 1.1 106 -45 9.6 +1.4
EQAL Invesco Russell 1000 Equal Weight ETF 1.1 20 41 6.2 -2.0
XJH iShares ESG Screened S&P Mid-Cap ETF 1.1 12 49 6.3 -1.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.1 15 46 6.6 -1.6
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.0 35 26 9.4 +1.3
STXK Strive Small-Cap ETF 1.0 18 43 4.9 -3.3
DEUS Xtrackers Russell US Multifactor ETF 1.0 17 44 6.8 -1.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.0 15 46 6.8 -1.3
AVLV Avantis U.S. Large Cap Value ETF 1.0 15 46 7.0 -1.1
IWR iShares Russell Midcap ETF 1.0 19 42 5.3 -2.9
QDF FlexShares Quality Dividend Index Fund 1.0 37 24 4.1 -4.1
COWZ Pacer US Cash Cows 100 ETF 1.0 49 12 9.8 +1.6
FDIV MarketDesk Focused U.S. Dividend ETF 1.0 35 26 5.8 -2.4
SMMD iShares Russell 2500 ETF 1.0 15 46 5.4 -2.8
SCHC Schwab International Small-Cap Equity ETF 1.0 11 50 6.3 -1.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.0 60 1 8.9 +0.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.0 80 -19 5.9 -2.3
FUNL CornerCap Fundametrics Large-Cap ETF 1.0 50 11 6.8 -1.3
RSP Invesco S&P 500 Equal Weight ETF 1.0 20 41 6.0 -2.2
FNDC Schwab Fundamental International Small Co. Index ETF 1.0 39 22 6.9 -1.3
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 46 6.7 -1.5
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 -9 9.9 +1.8
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 46 4.5 -3.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.0 27 34 7.0 -1.2
EQRR ProShares Equities for Rising Rates ETF 1.0 35 26 8.0 -0.2
SCHA Schwab U.S. Small-Cap ETF 1.0 4 57 4.4 -3.8
MDY SPDR S&P Midcap 400 ETF Trust 1.0 24 37 6.0 -2.1
DTH WisdomTree International High Dividend Fund 1.0 58 3 9.9 +1.7
IJH iShares Core S&P Mid-Cap ETF 1.0 5 56 6.2 -2.0
VBR Vanguard Small Cap Value ETF 1.0 7 54 7.6 -0.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.9 67 -6 8.5 +0.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.9 49 12 6.8 -1.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.9 25 36 9.5 +1.3
ESIX SPDR S&P SmallCap 600 ESG ETF 0.9 12 49 7.2 -0.9
VO Vanguard Mid-Cap ETF 0.9 4 57 5.2 -3.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 23 4.8 -3.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.9 10 51 6.2 -2.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.9 3 58 6.2 -1.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.9 15 46 7.2 -1.0
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 2 5.5 -2.7
LCLG Logan Capital Broad Innovative Growth ETF 0.9 99 -38 4.2 -4.0
SQLV Royce Quant Small-Cap Quality Value ETF 0.9 60 1 6.9 -1.2
FDVV Fidelity High Dividend ETF 0.9 15 46 8.7 +0.5
ECH iShares MSCI Chile ETF 0.9 58 3 9.6 +1.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.9 60 1 4.8 -3.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.9 7 54 6.3 -1.8
SCZ iShares MSCI EAFE Small-Cap ETF 0.9 40 21 6.4 -1.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.9 24 37 6.8 -1.3
FJP First Trust Japan AlphaDEX Fund 0.9 80 -19 10.1 +2.0
SIZE iShares MSCI USA Size Factor ETF 0.9 15 46 5.5 -2.7
EES WisdomTree U.S. SmallCap Fund 0.9 38 23 8.8 +0.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.9 7 54 5.2 -2.9
IYJ iShares U.S. Industrials ETF 0.9 40 21 4.5 -3.7
IJS iShares S&P Small-Cap 600 Value ETF 0.9 18 43 7.2 -1.0
AVUV Avantis U.S. Small Cap Value ETF 0.9 25 36 8.7 +0.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.9 17 44 4.5 -3.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.9 9 52 5.7 -2.5
KNO AXS Knowledge Leaders ETF 0.9 78 -17 4.9 -3.2
IDX VanEck Indonesia Index ETF 0.9 57 4 8.3 +0.2
EIDO iShares MSCI Indonesia ETF 0.9 59 2 7.2 -1.0
EUSA iShares MSCI USA Equal Weighted ETF 0.9 9 52 5.6 -2.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.9 30 31 9.4 +1.3
AVDV Avantis International Small Cap Value ETF 0.9 36 25 7.9 -0.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.8 39 22 6.7 -1.4
SPVM Invesco S&P 500 Value with Momentum ETF 0.8 39 22 7.8 -0.3
SLYV SPDR S&P 600 Small Cap Value ETF 0.8 15 46 7.2 -0.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 1 1.4 -6.8
IMCB iShares Morningstar Mid-Cap ETF 0.8 4 57 5.6 -2.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.8 60 1 6.7 -1.5
OBOR KraneShares MSCI One Belt One Road Index ETF 0.8 79 -18 10.1 +2.0
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.8 95 -34 10.0 +1.8
DFIV Dimensional International Value ETF 0.8 27 34 9.8 +1.7
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.8 45 16 11.9 +3.8
JPIN J.P. Morgan Diversified Return International Equity ETF 0.8 37 24 8.7 +0.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 23 6.7 -1.5
ISCB iShares Morningstar Small-Cap ETF 0.8 4 57 4.6 -3.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 32 6.4 -1.8
ONEO SPDR Russell 1000 Momentum Focus ETF 0.8 20 41 6.7 -1.5
ESGD iShares ESG Aware MSCI EAFE ETF 0.8 20 41 6.7 -1.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.8 47 14 7.9 -0.3
REVS Columbia Research Enhanced Value ETF 0.8 19 42 7.3 -0.9
DFAS Dimensional U.S. Small Cap ETF 0.8 26 35 5.4 -2.8
AFSM First Trust Active Factor Small Cap ETF 0.8 75 -14 6.1 -2.0
CFA VictoryShares US 500 Volatility Wtd ETF 0.8 35 26 5.5 -2.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.8 40 21 5.5 -2.7
CID VictoryShares International High Div Volatility Wtd ETF 0.8 45 16 10.9 +2.7
DFIC Dimensional International Core Equity 2 ETF 0.7 23 38 7.5 -0.7
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.7 58 3 9.9 +1.7
AFLG First Trust Active Factor Large Cap ETF 0.7 55 6 5.7 -2.5
DHS WisdomTree U.S. High Dividend Fund 0.7 38 23 7.6 -0.6
AVSD Avantis Responsible International Equity ETF 0.7 23 38 6.8 -1.4
DTAN Sparkline International Intangible Value ETF 0.7 55 6 8.7 +0.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.7 39 22 7.2 -0.9
BLCV iShares Large Cap Value Active ETF 0.7 53 8 7.8 -0.3
GQQQ Astoria US Quality Growth Kings ETF 0.7 35 26 5.1 -3.1
ISCF iShares International SmallCap Equity Factor ETF 0.7 23 38 8.6 +0.5
DEW WisdomTree Global High Dividend Fund 0.7 58 3 8.4 +0.3
GVAL Cambria Global Value ETF 0.7 68 -7 12.6 +4.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 36 5.8 -2.4
DFSI Dimensional International Sustainability Core 1 ETF 0.7 24 37 6.2 -2.0
XJR iShares ESG Screened S&P Small-Cap ETF 0.7 12 49 6.8 -1.4
SSLY Syntax Stratified SmallCap ETF 0.7 40 21 6.8 -1.4
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.7 35 26 4.2 -4.0
EWX SPDR S&P Emerging Markets Small Cap ETF 0.7 65 -4 7.8 -0.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.7 15 46 7.3 -0.9
NUDV Nuveen ESG Dividend ETF 0.7 26 35 7.0 -1.2
HDUS Hartford Disciplined US Equity ETF 0.7 19 42 5.8 -2.3
DLS WisdomTree International SmallCap Dividend Fund 0.7 58 3 8.5 +0.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.7 30 31 7.7 -0.4
DVYE iShares Emerging Markets Dividend ETF 0.6 49 12 18.3 +10.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 0 4.4 -3.8
RFDI First Trust Riverfront Dynamic Developed International ETF 0.6 83 -22 9.6 +1.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 1 5.7 -2.4
FMDE Fidelity Enhanced Mid Cap ETF 0.6 23 38 5.8 -2.4
RNEM First Trust Emerging Markets Equity Select ETF 0.6 75 -14 7.1 -1.1
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.6 70 -9 7.4 -0.8
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 6 12.1 +3.9
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.6 5 56 7.2 -1.0
VFVA Vanguard U.S. Value Factor ETF 0.6 13 48 9.9 +1.7
FELV Fidelity Enhanced Large Cap Value ETF 0.6 18 43 6.3 -1.8
IFRA iShares U.S. Infrastructure ETF 0.6 30 31 6.0 -2.2
STXV Strive 1000 Value ETF 0.6 18 43 7.5 -0.6
XSMO Invesco S&P SmallCap Momentum ETF 0.6 39 22 6.8 -1.4
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 10 51 6.4 -1.7
FDEV Fidelity International Multifactor ETF 0.6 18 43 7.5 -0.7
FLGB Franklin FTSE United Kingdom ETF 0.6 9 52 7.6 -0.6
SCJ iShares MSCI Japan Small-Cap ETF 0.6 50 11 6.8 -1.3
IJR iShares Core S&P Small Cap ETF 0.6 6 55 6.5 -1.7
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.6 9 52 9.7 +1.6
FDRR Fidelity Dividend ETF for Rising Rates 0.6 15 46 7.3 -0.9
MTUM iShares MSCI USA Momentum Factor ETF 0.6 15 46 4.0 -4.1
DFUV Dimensional US Marketwide Value ETF 0.6 22 39 7.1 -1.0
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 71 -10 -0.5 -8.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.6 50 11 7.7 -0.5
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.6 14 47 5.9 -2.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 32 6.2 -2.0
RAFE PIMCO RAFI ESG U.S. ETF 0.6 29 32 7.0 -1.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.6 25 36 9.6 +1.5
DFLV Dimensional US Large Cap Value ETF 0.6 22 39 7.4 -0.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 58 6.5 -1.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 36 7.0 -1.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.6 29 32 8.3 +0.2
UIVM VictoryShares International Value Momentum ETF 0.6 35 26 10.7 +2.6
ROSC Hartford Multifactor Small Cap ETF 0.6 34 27 8.4 +0.2
AVDE Avantis International Equity ETF 0.6 23 38 7.8 -0.3
JAVA JPMorgan Active Value ETF 0.6 44 17 5.7 -2.5
PAVE Global X U.S. Infrastructure Development ETF 0.6 47 14 5.1 -3.1
AVSC Avantis U.S Small Cap Equity ETF 0.6 25 36 4.6 -3.6
SMIN iShares MSCI India Small Cap ETF 0.6 79 -18 3.3 -4.9
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.6 18 43 7.0 -1.2
AVSU Avantis Responsible U.S. Equity ETF 0.6 15 46 5.9 -2.3
IQIN IQ 500 International ETF 0.6 25 36 9.1 +1.0
VGK Vanguard FTSE Europe ETF 0.6 11 50 6.7 -1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 24 3.8 -4.4
IEUR iShares Core MSCI Europe ETF 0.5 11 50 6.7 -1.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.5 20 41 4.0 -4.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.5 45 16 8.7 +0.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 41 6.2 -1.9
ECNS iShares MSCI China Small-Cap ETF 0.5 59 2 13.7 +5.5
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.5 39 22 12.1 +4.0
FNDB Schwab Fundamental US Broad Market Index ETF 0.5 25 36 6.7 -1.5
EFV iShares MSCI EAFE Value ETF 0.5 34 27 9.2 +1.0
RNSC Furst Trust Small Cap US Equity Select ETF 0.5 60 1 6.7 -1.5
SPEU SPDR Portfolio Europe ETF 0.5 7 54 6.7 -1.5
FNDX Schwab Fundamental US Large Co. Index ETF 0.5 25 36 6.7 -1.5
VB Vanguard Small-Cap ETF 0.5 5 56 4.8 -3.4
IEV iShares Europe ETF 0.5 67 -6 6.3 -1.9
BFOR ALPS Barron's 400 ETF 0.5 65 -4 5.6 -2.6
SFYX SoFi Next 500 ETF 0.5 0 61 4.6 -3.6
FLEE Franklin FTSE Europe ETF 0.5 9 52 6.8 -1.4
SSPY Syntax Stratified LargeCap ETF 0.5 30 31 6.2 -2.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.5 15 46 9.0 +0.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.5 45 16 6.4 -1.8
TTAC FCF US Quality ETF 0.5 59 2 5.7 -2.4
IWN iShares Russell 2000 Value ETF 0.5 24 37 4.8 -3.4
IUSV iShares Core S&P US Value ETF 0.5 4 57 6.4 -1.8
VTWV Vanguard Russell 2000 Value ETF 0.5 15 46 4.8 -3.4
BBEU JPMorgan BetaBuilders Europe ETF 0.5 9 52 6.8 -1.4
EWL iShares MSCI Switzerland ETF 0.5 50 11 4.3 -3.9
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 36 6.1 -2.1
KRMA Global X Conscious Companies ETF 0.5 43 18 5.6 -2.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.5 12 49 5.6 -2.6
EVUS iShares ESG Aware MSCI USA Value ETF 0.5 18 43 6.4 -1.7
DIVB iShares Core Dividend ETF 0.5 5 56 7.4 -0.7
SMDY Syntax Stratified MidCap ETF 0.5 35 26 5.4 -2.8
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.5 75 -14 7.8 -0.4
VXF Vanguard Extended Market ETF 0.5 6 55 3.3 -4.9
DFVX Dimensional US Large Cap Vector ETF 0.5 22 39 6.0 -2.1
GDEF Goldman Sachs Defensive Equity ETF 0.5 55 6 4.6 -3.6
DCOR Dimensional US Core Equity 1 ETF 0.5 14 47 5.2 -3.0
PRF Invesco FTSE RAFI US 1000 ETF 0.5 39 22 6.7 -1.5
DFAC Dimensional U.S. Core Equity 2 ETF 0.5 17 44 5.2 -2.9
CCMG CCM Global Equity ETF 0.5 34 27 7.5 -0.7
DWM WisdomTree International Equity Fund 0.5 48 13 7.7 -0.5
JHMD John Hancock Multifactor Developed International ETF 0.5 39 22 7.5 -0.6
PTL Inspire 500 ETF 0.5 9 52 5.5 -2.7
VLU SPDR S&P 1500 Value Tilt ETF 0.5 12 49 6.6 -1.6
JHML John Hancock Multifactor Large Cap ETF 0.5 29 32 5.2 -3.0
QLC FlexShares US Quality Large Cap Index Fund 0.5 25 36 5.3 -2.9
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.5 29 32 8.6 +0.4
DWX SPDR S&P International Dividend ETF 0.5 45 16 6.3 -1.8
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.5 40 21 7.8 -0.4
IQSI IQ Candriam International Equity ETF 0.5 15 46 6.3 -1.8
GVUS Marketbeta Russell 1000 Value Equity ETF 0.5 12 49 6.2 -2.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 49 4.7 -3.5
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.5 46 15 6.4 -1.8
SPYV SPDR Portfolio S&P 500 Value ETF 0.4 4 57 6.4 -1.8
VOOV Vanguard S&P 500 Value ETF 0.4 10 51 6.3 -1.9
IVE iShares S&P 500 Value ETF 0.4 18 43 6.2 -2.0
VONV Vanguard Russell 1000 Value ETF 0.4 8 53 6.2 -2.0
DFAI Dimensional International Core Equity Market ETF 0.4 18 43 7.1 -1.1
FLEU Franklin FTSE Eurozone ETF 0.4 9 52 6.9 -1.3
VSGX Vanguard ESG International Stock ETF 0.4 12 49 6.5 -1.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.4 25 36 5.1 -3.1
AVUS Avantis U.S. Equity ETF 0.4 15 46 5.5 -2.7
TPIF Timothy Plan International ETF 0.4 62 -1 6.6 -1.6
ILF iShares Latin America 40 ETF 0.4 48 13 10.5 +2.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.4 59 2 11.1 +2.9
IWD iShares Russell 1000 Value ETF 0.4 19 42 6.1 -2.1
IUS Invesco RAFI Strategic US ETF 0.4 19 42 6.7 -1.5
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -19 10.5 +2.3
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.4 38 23 7.6 -0.6
EZU iShares MSCI Eurozone ETF 0.4 52 9 6.2 -1.9
FLSW Franklin FTSE Switzerland ETF 0.4 9 52 5.2 -3.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.4 14 47 4.9 -3.3
LVOL American Century Low Volatility ETF 0.4 29 32 4.8 -3.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 55 2.2 -6.0
VLUE iShares MSCI USA Value Factor ETF 0.4 15 46 10.1 +1.9
LRGF iShares U.S. Equity Factor ETF 0.4 8 53 5.5 -2.7
IJK iShares S&P Mid-Cap 400 Growth ETF 0.4 17 44 5.6 -2.6
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 41 6.7 -1.5
VFMF Vanguard U.S. Multifactor ETF 0.4 18 43 8.4 +0.2
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.4 58 3 7.8 -0.4
GWX SPDR S&P International Small Cap ETF 0.4 40 21 6.3 -1.9
XCNY SPDR S&P Emerging Markets ex-China ETF 0.4 15 46 6.0 -2.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.4 15 46 5.6 -2.5
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 33 7.6 -0.6
DTD WisdomTree U.S. Total Dividend Fund 0.4 28 33 5.9 -2.3
DEM WisdomTree Emerging Markets High Dividend Fund 0.4 63 -2 18.6 +10.4
AVES Avantis Emerging Markets Value ETF 0.4 36 25 11.4 +3.2
ISMD Inspire Small/Mid Cap ETF 0.4 54 7 4.9 -3.2
DFJ WisdomTree Japan SmallCap Dividend Fund 0.4 58 3 7.8 -0.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.4 15 46 5.6 -2.6
DFSU Dimensional US Sustainability Core 1 ETF 0.4 18 43 5.3 -2.9
RECS Columbia Research Enhanced Core ETF 0.4 15 46 5.3 -2.8
VALQ American Century U.S. Quality Value ETF 0.4 29 32 7.3 -0.9
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.4 80 -19 5.4 -2.8
SCHV Schwab U.S. Large-Cap Value ETF 0.4 4 57 6.4 -1.8
IEFA iShares Core MSCI EAFE ETF 0.4 7 54 6.8 -1.3
NULG Nuveen ESG Large-Cap Growth ETF 0.4 26 35 4.0 -4.2
HDV iShares Core High Dividend ETF 0.4 8 53 7.2 -1.0
IDEV iShares Core MSCI International Developed Markets ETF 0.4 4 57 6.9 -1.3
INRO iShares U.S. Industry Rotation Active ETF 0.4 42 19 4.5 -3.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.4 20 41 6.7 -1.5
DFEV Dimensional Emerging Markets Value ETF 0.4 43 18 10.5 +2.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.4 41 20 7.2 -1.0
IWP iShares Russell Mid-Cap Growth ETF 0.4 23 38 3.0 -5.2
VEA Vanguard FTSE Developed Markets ETF 0.4 5 56 7.1 -1.1
VTV Vanguard Value ETF 0.4 4 57 6.5 -1.6
APUE ActivePassive U.S. Equity ETF 0.4 45 16 4.5 -3.6
FPX First Trust US Equity Opportunities ETF 0.4 61 0 1.4 -6.8
ITAN Sparkline Intangible Value ETF 0.4 50 11 5.8 -2.3
BKIE BNY Mellon International Equity ETF 0.4 4 57 6.8 -1.3
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 54 6.9 -1.2
VYMI Vanguard International High Dividend Yield ETF 0.3 22 39 9.6 +1.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.3 18 43 5.6 -2.6
CIL VictoryShares International Volatility Wtd ETF 0.3 45 16 6.8 -1.4
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.3 51 10 6.8 -1.4
JMOM JPMorgan U.S. Momentum Factor ETF 0.3 12 49 4.4 -3.8
HFXI IQ FTSE International Equity Currency Neutral ETF 0.3 20 41 6.9 -1.3
FDMO Fidelity Momentum Factor ETF 0.3 15 46 3.9 -4.3
RFEU First Trust Riverfront Dynamic Europe ETF 0.3 83 -22 10.7 +2.5
VXUS Vanguard Total International Stock ETF 0.3 7 54 7.0 -1.2
DFSV Dimensional US Small Cap Value ETF 0.3 31 30 8.3 +0.1
ILCV iShares Morningstar Value ETF 0.3 4 57 6.1 -2.0
USMF WisdomTree U.S. Multifactor Fund 0.3 28 33 7.0 -1.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.3 3 58 7.0 -1.2
RWL Invesco S&P 500 Revenue ETF 0.3 39 22 6.7 -1.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.3 35 26 6.4 -1.7
KRUZ Unusual Whales Subversive Republican Trading ETF 0.3 75 -14 5.4 -2.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -12 7.5 -0.7
XC WisdomTree Emerging Markets Ex-China Fund 0.3 32 29 5.8 -2.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 22 7.2 -1.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 22 7.3 -0.9
IJT iShares S&P Small-Cap 600 Growth ETF 0.3 18 43 5.6 -2.5
SCHF Schwab International Equity ETF 0.3 6 55 7.2 -0.9
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.3 20 41 6.2 -2.0
VYM Vanguard High Dividend Yield Index ETF 0.3 6 55 6.7 -1.4
SLYG SPDR S&P 600 Small Cap Growth ETF 0.3 15 46 5.7 -2.5
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.3 36 25 6.5 -1.7
ROAM Hartford Multifactor Emerging Markets ETF 0.3 44 17 15.2 +7.1
DGRW WisdomTree US Quality Dividend Growth Fund 0.3 28 33 6.0 -2.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.3 15 46 5.7 -2.5
DMXF iShares ESG Advanced MSCI EAFE ETF 0.3 12 49 5.3 -2.9
DFAE Dimensional Emerging Core Equity Market ETF 0.3 35 26 7.1 -1.1
AVEM Avantis Emerging Markets Equity ETF 0.3 33 28 8.7 +0.5
STXE Strive Emerging Markets Ex-China ETF 0.3 32 29 6.8 -1.4
EFA iShares MSCI EAFE ETF 0.3 35 26 6.6 -1.5
IWM iShares Russell 2000 ETF 0.3 19 42 2.7 -5.4
EMGF iShares Emerging Markets Equity Factor ETF 0.3 25 36 8.3 +0.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.3 15 46 4.8 -3.4
SPXT ProShares S&P 500 Ex-Technology ETF 0.3 9 52 5.2 -3.0
SNPV Xtrackers S&P 500 Value ESG ETF 0.3 15 46 6.3 -1.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.3 25 36 6.9 -1.2
RSSL Global X Russell 2000 ETF 0.3 8 53 2.6 -5.6
VTWO Vanguard Russell 2000 ETF 0.3 10 51 2.8 -5.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 22 5.7 -2.5
OPTZ Optimize Strategy Index ETF 0.3 50 11 2.7 -5.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.3 70 -9 2.7 -5.5
HLAL Wahed FTSE USA Shariah ETF 0.3 50 11 4.7 -3.5
SCHY Schwab International Dividend Equity ETF 0.3 14 47 9.1 +0.9
ECON Columbia Emerging Markets Consumer ETF 0.3 49 12 7.2 -1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.3 9 52 5.3 -2.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.3 8 53 7.0 -1.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 41 4.4 -3.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.3 75 -14 4.2 -4.0
EWU iShares MSCI United Kingdom ETF 0.3 50 11 8.1 -0.1
AIEQ AI Powered Equity ETF 0.3 75 -14 4.4 -3.8
DFAU Dimensional US Core Equity Market ETF 0.3 12 49 4.9 -3.3
INEQ Columbia International Equity Income ETF 0.3 45 16 9.8 +1.6
DEHP Dimensional Emerging Markets High Profitability ETF 0.3 41 20 4.9 -3.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.3 18 43 6.8 -1.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.3 10 51 5.2 -3.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 42 6.1 -2.1
BRF VanEck Brazil Small-Cap ETF 0.3 66 -5 9.9 +1.8
EWZS iShares MSCI Brazil Small-Cap ETF 0.3 59 2 11.5 +3.4
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 49 12 11.8 +3.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.3 3 58 5.0 -3.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.3 41 20 7.2 -0.9
KOKU Xtrackers MSCI Kokusai Equity ETF 0.3 9 52 5.1 -3.1
VT Vanguard Total World Stock ETF 0.3 7 54 5.4 -2.8
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 36 6.8 -1.4
XMAG Defiance Large Cap ex-Mag 7 ETF 0.3 35 26 5.0 -3.2
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 49 5.6 -2.5
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 11 12.7 +4.6
FESM Fidelity Enhanced Small Cap ETF 0.3 28 33 1.6 -6.5
VWO Vanguard FTSE Emerging Markets ETF 0.2 8 53 6.9 -1.3
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 -4 6.7 -1.4
BKF iShares MSCI BIC ETF 0.2 69 -8 6.6 -1.6
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 52 7.2 -0.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 27 6.7 -1.5
BBCA JPMorgan BetaBuilders Canada ETF 0.2 19 42 6.5 -1.7
EWC iShares MSCI Canada ETF 0.2 50 11 6.4 -1.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.2 11 50 4.8 -3.4
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 29 6.0 -2.1
VTHR Vanguard Russell 3000 ETF 0.2 10 51 4.6 -3.5
IWV iShares Russell 3000 ETF 0.2 20 41 4.5 -3.6
SCHB Schwab U.S. Broad Market ETF 0.2 3 58 4.8 -3.4
IWB iShares Russell 1000 ETF 0.2 15 46 4.7 -3.4
VONE Vanguard Russell 1000 ETF 0.2 8 53 4.8 -3.4
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 31 11.2 +3.0
IYY iShares Dow Jones U.S. ETF 0.2 20 41 4.7 -3.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.2 3 58 4.7 -3.5
SIXS ETC 6 Meridian Small Cap Equity ETF 0.2 89 -28 8.0 -0.1
SVAL iShares US Small Cap Value Factor ETF 0.2 20 41 9.6 +1.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 46 5.7 -2.4
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 37 9.1 +0.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.2 10 51 5.0 -3.2
STXD Strive 1000 Dividend Growth ETF 0.2 35 26 5.1 -3.0
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 36 6.4 -1.7
VIG Vanguard Dividend Appreciation ETF 0.2 6 55 5.5 -2.6
DUHP Dimensional US High Profitability ETF 0.2 21 40 6.3 -1.9
TOK iShares MSCI Kokusai ETF 0.2 26 35 4.9 -3.3
SCHK Schwab 1000 Index ETF 0.2 5 56 4.9 -3.3
SPXV ProShares S&P 500 Ex-Health Care ETF 0.2 9 52 4.6 -3.6
NUDM Nuveen ESG International Developed Markets Equity ETF 0.2 31 30 6.4 -1.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.2 12 49 4.4 -3.7
SUSL iShares ESG MSCI USA Leaders ETF 0.2 10 51 5.1 -3.1
CATH Global X S&P 500 Catholic Values Custom ETF 0.2 29 32 4.8 -3.4
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 31 6.7 -1.5
XVV iShares ESG Screened S&P 500 ETF 0.2 8 53 4.8 -3.4
ACVF American Conservative Values ETF 0.2 75 -14 4.1 -4.1
PSC Principal U.S. Small-Cap ETF 0.2 38 23 5.8 -2.4
QVML Invesco S&P 500 QVM Multi-factor ETF 0.2 11 50 4.7 -3.4
VTI Vanguard Total Stock Market ETF 0.2 3 58 4.6 -3.5
URTH iShares MSCI World ETF 0.2 24 37 5.0 -3.1
GSPY Gotham Enhanced 500 ETF 0.2 50 11 5.0 -3.2
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 31 5.8 -2.4
ESGU iShares ESG Aware MSCI USA ETF 0.2 15 46 4.9 -3.2
SHE SPDR MSCI USA Gender Diversity ETF 0.2 20 41 4.9 -3.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.2 64 -3 1.8 -6.4
ACWI iShares MSCI ACWI ETF 0.2 32 29 5.1 -3.0
USMV iShares MSCI USA Min Vol Factor ETF 0.2 15 46 5.6 -2.6
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 52 4.7 -3.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 52 3.2 -4.9
SPXE ProShares S&P 500 Ex-Energy ETF 0.2 9 52 4.8 -3.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.2 20 41 4.7 -3.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 22 4.1 -4.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 16 4.5 -3.7
SCHE Schwab Emerging Markets Equity ETF 0.2 11 50 6.9 -1.3
DFE WisdomTree Europe SmallCap Dividend Fund 0.2 58 3 10.3 +2.1
VOO Vanguard S&P 500 ETF 0.2 3 58 4.9 -3.3
SPLG SPDR Portfolio S&P 500 ETF 0.2 2 59 4.9 -3.3
KLMT Invesco MSCI Global Climate 500 ETF 0.2 10 51 5.3 -2.9
IVV iShares Core S&P 500 ETF 0.2 3 58 4.9 -3.3
SPY SPDR S&P 500 ETF Trust 0.2 9 52 4.8 -3.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.2 30 31 7.1 -1.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 59 4.9 -3.3
VOTE TCW Transform 500 ETF 0.2 5 56 4.8 -3.4
XCEM Columbia EM Core ex-China ETF 0.2 16 45 7.5 -0.6
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.2 15 46 7.1 -1.1
DFUS Dimensional U.S. Equity ETF 0.2 9 52 4.7 -3.4
ILCB iShares Morningstar U.S. Equity ETF 0.2 3 58 4.8 -3.3
SPEM SPDR Portfolio Emerging Markets ETF 0.2 7 54 7.1 -1.0
PFM Invesco Dividend Achievers ETF 0.2 53 8 5.2 -2.9
PBUS Invesco MSCI USA ETF 0.2 4 57 4.8 -3.3
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 12 7.9 -0.2
FDLO Fidelity Low Volatility Factor ETF 0.2 15 46 5.2 -3.0
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 9 6.4 -1.7
SCHX Schwab U.S. Large-Cap ETF 0.2 3 58 4.8 -3.3
QUS SPDR MSCI USA StrategicFactors ETF 0.2 15 46 5.7 -2.5
IWC iShares Micro-Cap ETF 0.2 60 1 -4.6 -12.7
USXF iShares ESG Advanced MSCI USA ETF 0.2 10 51 4.9 -3.2
VFQY Vanguard U.S. Quality Factor ETF 0.2 13 48 7.2 -0.9
AVIV Avantis International Large Cap Value ETF 0.2 25 36 8.7 +0.5
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 51 5.0 -3.2
HEDJ WisdomTree Europe Hedged Equity Fund 0.2 58 3 9.2 +1.0
SPXN ProShares S&P 500 Ex-Financials ETF 0.2 9 52 4.9 -3.2
DXJ WisdomTree Japan Hedged Equity Fund 0.2 48 13 8.5 +0.3
VSLU Applied Finance Valuation Large Cap ETF 0.2 49 12 5.4 -2.7
DSI iShares MSCI KLD 400 Social ETF 0.2 25 36 5.0 -3.2
EEM iShares MSCI Emerging Markets ETF 0.2 69 -8 6.6 -1.5
VV Vanguard Large-Cap ETF 0.2 4 57 4.8 -3.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 54 4.8 -3.4
DIVI Franklin International Core Dividend Tilt Index ETF 0.2 9 52 7.8 -0.4
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 46 10.1 +2.0
FENI Fidelity Enhanced International ETF 0.2 28 33 7.8 -0.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.2 9 52 4.8 -3.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 26 6.1 -2.1
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.2 42 19 6.0 -2.2
IQLT iShares MSCI Intl Quality Factor ETF 0.2 30 31 5.9 -2.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 19 4.9 -3.3
SPMO Invesco S&P 500 Momentum ETF 0.1 13 48 3.7 -4.5
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 46 5.2 -3.0
IMCG iShares Morningstar Mid-Cap Growth ETF 0.1 6 55 3.9 -4.3
VIGI Vanguard International Dividend Appreciation ETF 0.1 15 46 6.2 -2.0
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -5 9.9 +1.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 41 4.8 -3.4
FLJH Franklin FTSE Japan Hedged ETF 0.1 9 52 7.7 -0.5
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 13 7.6 -0.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 36 5.5 -2.7
FEP First Trust Europe AlphaDEX Fund 0.1 80 -19 7.4 -0.7
GLOF iShares Global Equity Factor ETF 0.1 20 41 5.8 -2.3
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 45 6.7 -1.5
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.1 35 26 12.2 +4.0
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 50 8.2 +0.1
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 44 7.3 -0.9
RVRB Reverb ETF 0.1 30 31 4.5 -3.6
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 31 7.0 -1.2
DGRO iShares Core Dividend Growth ETF 0.1 8 53 6.3 -1.9
STXI Strive International Developed Markets ETF 0.1 29 32 6.6 -1.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 29 4.7 -3.5
PKW Invesco Buyback Achievers ETF 0.1 62 -1 6.3 -1.9
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 61 4.9 -3.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 54 4.8 -3.3
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 25 7.6 -0.5
FLJP Franklin FTSE Japan ETF 0.1 9 52 7.6 -0.6
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 33 5.7 -2.5
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 27 5.6 -2.6
IGRO iShares International Dividend Growth ETF 0.1 15 46 7.3 -0.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 52 5.2 -3.0
VWID Virtus WMC International Dividend ETF 0.1 49 12 9.2 +1.1
EPS WisdomTree U.S. LargeCap Fund 0.1 8 53 5.7 -2.4
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 16 10.7 +2.5
IPAC iShares Core MSCI Pacific ETF 0.1 9 52 7.1 -1.0
JPXN iShares JPX-Nikkei 400 ETF 0.1 48 13 8.3 +0.2
VPL Vanguard FTSE Pacific ETF 0.1 8 53 7.6 -0.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 49 7.1 -1.1
SFY SoFi Select 500 ETF 0.1 0 61 4.4 -3.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.1 15 46 4.6 -3.6
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 31 8.0 -0.2
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -4 4.5 -3.7
STRV Strive 500 ETF 0.1 5 56 4.8 -3.4
GXC SPDR S&P China ETF 0.1 59 2 8.3 +0.1
RODE Hartford Multifactor Diversified International ETF 0.1 29 32 11.5 +3.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 32 4.2 -4.0
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 28 8.0 -0.1
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.1 44 17 10.3 +2.2
FLCH Franklin FTSE China ETF 0.1 19 42 8.7 +0.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 26 6.4 -1.8
STXG Strive 1000 Growth ETF 0.1 18 43 3.9 -4.3
IWO iShares Russell 2000 Growth ETF 0.1 24 37 0.6 -7.6
VTWG Vanguard Russell 2000 Growth ETF 0.1 15 46 0.6 -7.5
MODL VictoryShares WestEnd U.S. Sector ETF 0.1 42 19 4.6 -3.6
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.1 20 41 6.6 -1.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 49 4.3 -3.9
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 12 5.9 -2.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.0 8 53 4.8 -3.3
IWF iShares Russell 1000 Growth ETF 0.0 19 42 4.3 -3.9
VONG Vanguard Russell 1000 Growth ETF 0.0 8 53 4.4 -3.8
NUMV Nuveen ESG Mid-Cap Value ETF 0.0 31 30 6.5 -1.6
EPI WisdomTree India Earnings Fund 0.0 85 -24 5.8 -2.4
FDEM Fidelity Emerging Markets Multifactor ETF 0.0 25 36 12.1 +3.9
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 42 6.7 -1.5
VEGN US Vegan Climate ETF 0.0 60 1 4.4 -3.8
EFG iShares MSCI EAFE Growth ETF 0.0 36 25 4.3 -3.9
THRO iShares U.S. Thematic Rotation Active ETF 0.0 90 -29 3.8 -4.4
TEQI T. Rowe Price Equity Income ETF 0.0 54 7 3.8 -4.3
ILCG iShares Morningstar Growth ETF 0.0 4 57 3.8 -4.4
VFMO Vanguard U.S. Momentum Factor ETF 0.0 13 48 2.1 -6.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.0 21 40 3.7 -4.5
IUSG iShares Core S&P U.S. Growth ETF 0.0 4 57 4.5 -3.7
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -9 5.9 -2.2
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 12 6.3 -1.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.0 58 3 4.4 -3.8
HKND Humankind US Stock ETF 0.0 11 50 7.0 -1.1
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 11 4.7 -3.5
FELC Fidelity Enhanced Large Cap Core ETF 0.0 18 43 5.2 -3.0

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

  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 12.2 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 61 bp
Equals: ALTAR Score 8.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 CATEGORY
AVERAGE		 1.54
 
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.