Dimensional US Real Estate ETF
|
- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
DFAR is actively managed to invest in US companies whose principal activities are engaged in the broad real estate sector, including REITs. Portfolio holdings are weighted by market capitalization. |
Category | US Equities |
Fund Sponsor | Dimensional Holdings |
Website | us.dimensional.com/etfs/dfar/us-real-estate-etf |
Inception date | Feb 23, 2022 |
Assets (mns) | $511 |
Currency | USD |
Expense ratio | 19 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Proprietary |
Index replication | Full |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 141 |
Wgt avg mkt cap (mns) | $34,579 |
Large cap (>$10bn) | 77.8% |
Mid cap ($2-10bn) | 17.4% |
Small cap (<$2bn) | 4.8% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
PROLOGIS INC | 9.6 % |
AMERICAN TOWER CORP-CL A | 7.9 % |
EQUINIX INC | 5.5 % |
CROWN CASTLE INTL CORP | 4.5 % |
PUBLIC STORAGE | 4.0 % |
REALTY INCOME CORP | 3.5 % |
SIMON PROPERTY GROUP INC | 3.3 % |
VICI PROPERTIES INC | 2.9 % |
WELLTOWER, INC. | 2.9 % |
DIGITAL REALTY TRUST INC | 2.6 % | Total | 46.7 % |
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UNITED STATES | 99.1 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
3.6% | -11.8% | -- | -- | -11.8% |
versus... | Beta | R-squared |
S&P500 | 0.95 | 80% |
MSCI EAFE | 0.93 | 71% |
MSCI Emg. Mkts. | 0.68 | 43% |
Recent close | $19.83 |
30d moving avg. | $21.99 |
Annualized volatility | 25.6% |
Short interest (ETF) | 0.2% |
Relative strength (RSI) | 31 |
Avg. volume (thou.) | 226 |
Turnover | 0.9% |
Bid/Ask (% of price) | 0.14% |
ADV underlying (mns) | $3,831 |
FINDING ALTERNATIVE FUNDS
Below is a list of 546 potential alternatives to the Dimensional US Real Estate ETF ETF based on the alternatives' overlap in portfolio holdings with DFAR. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | DFAR | Expense: | 19 bp | ALTAR Score™: | 7.8% |
Ticker | Fund Name |
Overlap1 vs DFAR (%) |
Expense ratio (bp) |
Savings vs DFAR (bp) |
ALTAR Score™ (%) |
ALTAR vs DFAR (%) |
SCHH | Schwab U.S. REIT ETF | 94.6 | 7 | 12 | 8.0 | +0.1 |
FREL | Fidelity MSCI Real Estate Index ETF | 90.3 | 84 | -65 | 7.2 | -0.6 |
IYR | iShares U.S. Real Estate ETF | 87.7 | 39 | -20 | 7.7 | -0.2 |
USRT | iShares Core U.S. REIT ETF | 83.4 | 8 | 11 | 8.2 | +0.3 |
FRI | First Trust S&P REIT Index Fund | 82.6 | 50 | -31 | 7.7 | -0.2 |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 82.6 | 11 | 8 | 8.2 | +0.4 |
VNQ | Vanguard REIT Index Fund | 77.5 | 12 | 7 | 7.9 | +0.0 |
RWR | SPDR Dow Jones REIT ETF | 76.7 | 25 | -6 | 7.9 | +0.1 |
XLRE | The Real Estate Select Sector SPDR Fund | 71.4 | 10 | 9 | 7.5 | -0.4 |
ICF | iShares Cohen & Steers REIT ETF | 70.1 | 32 | -13 | 7.3 | -0.5 |
REET | iShares Global REIT ETF | 68.3 | 14 | 5 | 7.6 | -0.3 |
RWO | SPDR Dow Jones Global Real Estate ETF | 66.7 | 50 | -31 | 7.2 | -0.6 |
AVRE | Avantis Real Estate ETF | 66.4 | 17 | 2 | 6.8 | -1.0 |
PSR | Invesco Active U.S. Real Estate Fund | 61.2 | 35 | -16 | 8.0 | +0.2 |
ROOF | IQ US Real Estate Small Cap ETF | 57.2 | 60 | -41 | 7.3 | -0.5 |
EWRE | Invesco S&P 500 Equal Weight Real Estate ETF | 56.6 | 40 | -21 | 7.8 | -0.1 |
ERET | iShares Environmentally Aware Real Estate ETF | 55.0 | 30 | -11 | 7.7 | -0.1 |
PPTY | PPTY-U.S. Diversified Real Estate ETF | 52.7 | 49 | -30 | 8.0 | +0.1 |
JPRE | JPMorgan Realty Income ETF | 49.2 | 50 | -31 | 7.2 | -0.6 |
FPRO | Fidelity Real Estate Investment ETF | 48.9 | 59 | -40 | 6.2 | -1.6 |
IVRA | Invesco Real Assets ESG ETF | 44.0 | 59 | -40 | 7.3 | -0.5 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 39.6 | 45 | -26 | 7.7 | -0.1 |
RITA | ETFB Green SRI REITs ETF | 35.7 | 50 | -31 | 5.3 | -2.5 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 33.9 | 69 | -50 | 5.3 | -2.6 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 32.7 | 75 | -56 | 3.7 | -4.2 |
DTRE | Alerian Disruptive Technology Real Estate ETF | 32.2 | 60 | -41 | 7.1 | -0.7 |
WTRE | WisdomTree New Economy Real Estate Fund | 31.6 | 58 | -39 | 5.4 | -2.5 |
REZ | iShares Residential Real Estate Capped ETF | 30.9 | 48 | -29 | 6.9 | -0.9 |
JRE | Janus Henderson U.S. Real Estate ETF | 29.2 | 65 | -46 | 5.8 | -2.0 |
NURE | Nuveen Short-Term REIT ETF | 26.3 | 35 | -16 | 6.4 | -1.4 |
SRVR | Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 24.3 | 60 | -41 | 7.2 | -0.7 |
VPN | Global X Data Center REITs & Digital Infrastructure ETF | 23.0 | 50 | -31 | 5.9 | -2.0 |
INDS | Pacer Benchmark Industrial Real Estate SCTR ETF | 21.1 | 60 | -41 | 5.6 | -2.3 |
HAUS | Home Appreciation U.S. REIT ETF | 20.5 | 60 | -41 | 7.0 | -0.8 |
HOMZ | Hoya Capital Housing ETF | 19.9 | 30 | -11 | 10.6 | +2.8 |
RDOG | ALPS REIT Dividend Dogs ETF | 19.7 | 35 | -16 | 13.5 | +5.7 |
SPYD | SPDR S&P 500 High Dividend ETF | 19.5 | 7 | 12 | 11.5 | +3.7 |
VRAI | Virtus Real Asset Income ETF | 18.7 | 55 | -36 | 8.7 | +0.9 |
BYTE | Roundhill IO Digital Infrastructure ETF | 17.5 | 76 | -57 | 5.4 | -2.5 |
RIET | Hoya Capital High Dividend Yield ETF | 17.2 | 50 | -31 | 13.0 | +5.2 |
BLDG | Cambria Global Real Estate ETF | 16.8 | 59 | -40 | 10.8 | +3.0 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 15.3 | 30 | -11 | 9.8 | +1.9 |
RESI | Kelly Residential & Apartment Real Estate ETF | 15.1 | 68 | -49 | 5.7 | -2.1 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 14.2 | 49 | -30 | 5.5 | -2.3 |
BIBL | Inspire ETF | 13.4 | 35 | -16 | 6.3 | -1.6 |
NETL | NETLease Corporate Real Estate ETF | 13.1 | 60 | -41 | 9.1 | +1.3 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 12.3 | 60 | -41 | 12.0 | +4.2 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 10.8 | 47 | -28 | 5.8 | -2.1 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 10.7 | 30 | -11 | 10.7 | +2.9 |
XDAT | Franklin Exponential Data ETF | 10.5 | 50 | -31 | 4.4 | -3.4 |
DIP | BTD Capital Fund | 10.3 | 129 | -110 | 7.3 | -0.5 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 10.3 | 27 | -8 | 8.6 | +0.8 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 9.6 | 80 | -61 | 7.3 | -0.5 |
GLIF | AGFiQ Global Infrastructure ETF | 9.5 | 45 | -26 | 6.3 | -1.5 |
DON | WisdomTree U.S. MidCap Dividend Fund | 9.2 | 38 | -19 | 10.5 | +2.7 |
IWS | iShares Russell Mid-Cap Value ETF | 9.2 | 23 | -4 | 8.1 | +0.3 |
VOE | Vanguard Mid-Cap Value Index Fund | 9.0 | 7 | 12 | 9.3 | +1.5 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 8.8 | 18 | 1 | 10.1 | +2.3 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 8.8 | 15 | 4 | 10.1 | +2.3 |
IWN | iShares Russell 2000 Value ETF | 8.7 | 23 | -4 | 6.9 | -0.9 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 8.6 | 15 | 4 | 20.3 | +12.4 |
VTWV | Vanguard Russell 2000 Value Index Fund | 8.5 | 15 | 4 | 6.9 | -1.0 |
FLDZ | RiverNorth Volition America Patriot ETF | 8.4 | 70 | -51 | 7.5 | -0.3 |
NUDV | Nuveen ESG Dividend ETF | 8.1 | 25 | -6 | 8.4 | +0.5 |
PY | Principal Shareholder Yield Index ETF | 8.1 | 15 | 4 | 8.7 | +0.9 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 8.0 | 6 | 13 | 9.7 | +1.9 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 7.9 | 4 | 15 | 7.5 | -0.3 |
IMCB | iShares Morningstar Mid-Cap ETF | 7.8 | 4 | 15 | 7.5 | -0.3 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 7.8 | 24 | -5 | 9.8 | +2.0 |
ICAP | InfraCap Equity Income Fund ETF | 7.8 | 80 | -61 | 11.5 | +3.6 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 7.7 | 6 | 13 | 5.5 | -2.3 |
FIVG | Defiance Next Gen Connectivity ETF | 7.6 | 30 | -11 | 7.9 | +0.1 |
CZA | Invesco Zacks Mid-Cap ETF | 7.6 | 69 | -50 | 8.0 | +0.2 |
DFRA | Donoghue Forlines Yield Enhanced Real Asset ETF | 7.6 | 69 | -50 | 8.5 | +0.7 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 7.4 | 20 | -1 | 11.3 | +3.5 |
VBR | Vanguard Small Cap Value Index Fund | 7.4 | 7 | 12 | 9.9 | +2.1 |
VO | Vanguard Mid-Cap Index Fund | 7.3 | 4 | 15 | 7.4 | -0.5 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 7.3 | 18 | 1 | 9.3 | +1.4 |
MBCC | Monarch Blue Chips Core ETF | 7.3 | 125 | -106 | 4.2 | -3.7 |
HOTL | Kelly Hotel & Lodging Sector ETF | 7.3 | 78 | -59 | 3.1 | -4.7 |
KBWY | Invesco KBW Premium Yield Equity REIT ETF | 7.3 | 35 | -16 | 17.7 | +9.9 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 7.3 | 20 | -1 | 7.4 | -0.5 |
SCHM | Schwab U.S. Mid-Cap ETF | 7.1 | 4 | 15 | 7.1 | -0.8 |
CVY | Invesco Zacks Multi-Asset Income ETF | 7.1 | 100 | -81 | 14.0 | +6.2 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 7.0 | 30 | -11 | 6.6 | -1.2 |
MDY | SPDR S&P Midcap 400 ETF Trust | 6.9 | 22 | -3 | 8.7 | +0.9 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 6.9 | 7 | 12 | 6.3 | -1.5 |
FDVV | Fidelity Core Dividend ETF | 6.9 | 29 | -10 | 12.3 | +4.4 |
IJH | iShares Core S&P Mid-Cap ETF | 6.8 | 5 | 14 | 8.9 | +1.0 |
SPMD | SPDR Portfolio Mid Cap ETF | 6.8 | 5 | 14 | 8.9 | +1.0 |
EWMC | Invesco S&P MidCap 400 Equal Weight ETF | 6.6 | 40 | -21 | 8.7 | +0.9 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 6.6 | 29 | -10 | 9.1 | +1.2 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 6.6 | 10 | 9 | 6.3 | -1.5 |
VALQ | American Century STOXX U.S. Quality Value ETF | 6.5 | 29 | -10 | 11.2 | +3.4 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 6.5 | 10 | 9 | 17.6 | +9.8 |
VB | Vanguard Small-Cap ETF | 6.5 | 5 | 14 | 6.5 | -1.3 |
IWR | iShares Russell Midcap ETF | 6.5 | 18 | 1 | 7.0 | -0.8 |
IDAT | iShares Cloud 5G and Tech ETF | 6.4 | 47 | -28 | 6.4 | -1.5 |
FCLD | Fidelity Cloud Computing ETF | 6.4 | 39 | -20 | 4.9 | -3.0 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 6.4 | 12 | 7 | 8.7 | +0.9 |
TMFG | Motley Fool Global Opportunities ETF | 6.4 | 85 | -66 | 4.5 | -3.3 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 6.3 | 39 | -20 | 14.3 | +6.4 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 6.2 | 10 | 9 | 6.3 | -1.5 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 6.2 | 15 | 4 | 9.4 | +1.6 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 6.2 | 15 | 4 | 9.1 | +1.3 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 6.2 | 25 | -6 | 7.6 | -0.2 |
MILN | Global X Millennial Consumer ETF | 6.1 | 50 | -31 | 3.5 | -4.3 |
PBSM | Invesco PureBeta MSCI USA Small Cap ETF | 6.1 | 6 | 13 | 6.0 | -1.8 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 6.0 | 24 | -5 | 9.5 | +1.6 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 6.0 | 81 | -62 | 6.0 | -1.8 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 6.0 | 12 | 7 | 6.3 | -1.5 |
FSMD | Fidelity Small-Mid Factor ETF | 6.0 | 29 | -10 | 8.8 | +1.0 |
USEQ | Invesco Russell 1000 Enhanced Equal Weight ETF | 5.9 | 29 | -10 | 9.0 | +1.1 |
LYFE | 2nd Vote Life Neutral Plus ETF | 5.8 | 75 | -56 | 7.8 | -0.1 |
YPS | Arrow Reverse Cap 500 ETF | 5.8 | 29 | -10 | 7.2 | -0.6 |
VEGN | US Vegan Climate ETF | 5.8 | 60 | -41 | 6.2 | -1.7 |
RNMC | Mid Cap US Equity Select ETF | 5.8 | 60 | -41 | 10.2 | +2.4 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 5.7 | 38 | -19 | 10.6 | +2.7 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 5.6 | 9 | 10 | 7.2 | -0.6 |
VOT | Vanguard Mid-Cap Growth Index Fund | 5.6 | 7 | 12 | 5.5 | -2.3 |
BEDZ | AdvisorShares Hotel ETF | 5.6 | 99 | -80 | 1.6 | -6.3 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 5.6 | 20 | -1 | 8.9 | +1.1 |
BOSS | Global X Founder-Run Companies ETF | 5.6 | 45 | -26 | 3.6 | -4.2 |
NXTG | First Trust Indxx NextG ETF | 5.5 | 70 | -51 | 6.8 | -1.0 |
SPDV | AAM S&P 500 High Dividend Value ETF | 5.5 | 29 | -10 | 12.6 | +4.8 |
BWEB | Bitwise Web3 ETF | 5.5 | 85 | -66 | 2.6 | -5.3 |
SFYX | Sofi Next 500 ETF | 5.4 | 0 | 19 | 7.4 | -0.4 |
USLB | Invesco Russell 1000 Low Beta Equal Weight ETF | 5.4 | 35 | -16 | 8.7 | +0.8 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 5.4 | 20 | -1 | 8.1 | +0.3 |
RSP | Invesco S&P 500 Equal Weight ETF | 5.4 | 20 | -1 | 7.6 | -0.2 |
DEMZ | Advisors Inner Circle Fund III DEMZ Political Contributions | 5.3 | 45 | -26 | 6.8 | -1.0 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 5.3 | 17 | 2 | 6.1 | -1.8 |
SNPV | Xtrackers S&P ESG Value ETF | 5.2 | 15 | 4 | 8.1 | +0.3 |
NUSC | Nuveen ESG Small-Cap ETF | 5.2 | 30 | -11 | 6.1 | -1.8 |
SIZE | iShares MSCI USA Size Factor ETF | 5.2 | 15 | 4 | 7.3 | -0.5 |
ISCV | iShares Morningstar Small Cap Value ETF | 5.1 | 6 | 13 | 9.2 | +1.4 |
EUSA | iShares MSCI USA Equal Weighted ETF | 5.1 | 9 | 10 | 7.4 | -0.5 |
VBK | Vanguard Small-Cap Growth Index Fund | 5.1 | 7 | 12 | 1.8 | -6.0 |
VXF | Vanguard Extended Market Index Fund | 5.1 | 6 | 13 | 4.6 | -3.3 |
QDF | FlexShares Quality Dividend Index Fund | 5.1 | 37 | -18 | 8.8 | +1.0 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 5.0 | 37 | -18 | 7.8 | -0.1 |
AGNG | Global X Aging Population ETF | 4.9 | 50 | -31 | 4.5 | -3.4 |
DTD | WisdomTree U.S.Total Dividend Fund | 4.9 | 28 | -9 | 8.3 | +0.5 |
GK | AdvisorShares Gerber Kawasaki ETF | 4.9 | 81 | -62 | 5.4 | -2.5 |
JHSC | John Hancock Multifactor Small Cap ETF | 4.9 | 42 | -23 | 7.5 | -0.3 |
IWM | iShares Russell 2000 ETF | 4.9 | 19 | 0 | 5.0 | -2.9 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 4.9 | 30 | -11 | 11.1 | +3.3 |
DHS | WisdomTree U.S. High Dividend Fund | 4.9 | 38 | -19 | 10.5 | +2.7 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 4.8 | 47 | -28 | 6.4 | -1.4 |
SCHA | Schwab U.S. Small-Cap ETF | 4.8 | 4 | 15 | 6.1 | -1.7 |
VTWO | Vanguard Russell 2000 Index Fund | 4.8 | 10 | 9 | 5.0 | -2.9 |
BLES | Inspire Global Hope Large Cap ETF | 4.8 | 49 | -30 | 7.2 | -0.6 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 4.7 | 10 | 9 | 7.0 | -0.9 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 4.7 | 10 | 9 | 17.3 | +9.5 |
KONG | Formidable Fortress ETF | 4.7 | 89 | -70 | 6.4 | -1.4 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 4.7 | 55 | -36 | 4.5 | -3.4 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 4.7 | 15 | 4 | 19.6 | +11.8 |
IUSV | iShares Core S&P U.S. Value ETF | 4.7 | 4 | 15 | 7.6 | -0.2 |
ISCB | iShares Morningstar Small-Cap ETF | 4.7 | 4 | 15 | 5.7 | -2.1 |
USXF | iShares ESG Advanced MSCI USA ETF | 4.6 | 10 | 9 | 6.4 | -1.4 |
SXUS | Janus Henderson International Sustainable Equity ETF | 4.6 | 60 | -41 | 4.4 | -3.4 |
ISMD | Inspire Small/Mid Cap Impact ETF | 4.6 | 48 | -29 | 6.9 | -0.9 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 4.6 | 4 | 15 | 6.7 | -1.2 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 4.6 | 28 | -9 | 8.0 | +0.2 |
STXK | Strive Small-Cap ETF | 4.6 | 18 | 1 | 6.5 | -1.3 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 4.5 | 65 | -46 | 6.2 | -1.6 |
DEF | Invesco Defensive Equity ETF | 4.5 | 55 | -36 | 7.0 | -0.9 |
DEW | WisdomTree Global High Dividend Fund | 4.5 | 58 | -39 | 11.0 | +3.2 |
PSCF | Invesco S&P SmallCap Financials ETF | 4.5 | 29 | -10 | 12.2 | +4.4 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 4.4 | 17 | 2 | 7.7 | -0.1 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 4.4 | 15 | 4 | 7.8 | -0.1 |
AFMC | First Trust Active Factor Mid Cap ETF | 4.4 | 65 | -46 | 10.5 | +2.7 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 4.4 | 50 | -31 | 9.1 | +1.3 |
VOOV | Vanguard S&P 500 Value ETF | 4.4 | 10 | 9 | 7.3 | -0.5 |
IVE | iShares S&P 500 Value ETF | 4.4 | 18 | 1 | 7.3 | -0.5 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 4.4 | 4 | 15 | 7.4 | -0.4 |
RNSC | Small Cap US Equity Select ETF | 4.3 | 60 | -41 | 9.2 | +1.3 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 4.3 | 12 | 7 | 8.2 | +0.4 |
JHMM | John Hancock Multifactor Mid Cap ETF | 4.3 | 41 | -22 | 8.4 | +0.6 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 4.3 | 15 | 4 | 9.8 | +2.0 |
IJS | iShares S&P Small-cap 600 Value ETF | 4.3 | 18 | 1 | 9.8 | +2.0 |
NULV | Nuveen ESG Large-Cap Value ETF | 4.3 | 25 | -6 | 8.7 | +0.9 |
GGRW | Gabelli Growth Innovators ETF | 4.3 | 90 | -71 | 3.8 | -4.0 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 4.3 | 39 | -20 | 9.6 | +1.8 |
SMMD | iShares Russell 2500 ETF | 4.2 | 15 | 4 | 6.9 | -0.9 |
IJR | iShares Core S&P Small Cap ETF | 4.2 | 6 | 13 | 8.8 | +0.9 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 4.2 | 5 | 14 | 8.8 | +0.9 |
SLY | SPDR S&P 600 Small Cap ETF | 4.2 | 15 | 4 | 8.7 | +0.8 |
SDY | SPDR S&P Dividend ETF | 4.2 | 35 | -16 | 7.6 | -0.2 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 4.2 | 6 | 13 | 2.3 | -5.6 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 4.2 | 15 | 4 | 9.0 | +1.2 |
IWD | iShares Russell 1000 Value ETF | 4.1 | 18 | 1 | 8.1 | +0.3 |
VONV | Vanguard Russell 1000 Value Index Fund | 4.1 | 8 | 11 | 8.2 | +0.4 |
VICE | AdvisorShares Vice ETF | 4.1 | 99 | -80 | 8.1 | +0.3 |
BJK | VanEck Gaming ETF | 4.1 | 62 | -43 | 1.5 | -6.4 |
IBET | iBET Sports Betting and Gaming ETF | 4.0 | 79 | -60 | 2.3 | -5.5 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 4.0 | 15 | 4 | 15.4 | +7.6 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 4.0 | 18 | 1 | 8.5 | +0.7 |
SCHV | Schwab U.S. Large-Cap Value ETF | 4.0 | 4 | 15 | 8.3 | +0.4 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 4.0 | 69 | -50 | 12.1 | +4.3 |
SDG | iShares Sustainable MSCI Global Impact ETF | 4.0 | 49 | -30 | 7.3 | -0.5 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 3.9 | 9 | 10 | 5.2 | -2.6 |
STXD | Strive 1000 Dividend Growth ETF | 3.9 | 35 | -16 | 6.9 | -1.0 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 3.8 | 20 | -1 | 8.7 | +0.8 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 3.8 | 25 | -6 | 11.3 | +3.5 |
EWSC | Invesco S&P Smallcap 600 Equal Weight ETF | 3.8 | 40 | -21 | 8.0 | +0.1 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 3.7 | 59 | -40 | 9.8 | +1.9 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 3.7 | 61 | -42 | 9.6 | +1.8 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 3.7 | 12 | 7 | 8.0 | +0.2 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 3.7 | 39 | -20 | 6.0 | -1.9 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 3.6 | 25 | -6 | 8.0 | +0.2 |
ECOZ | TrueMark ESG Active Opportunities ETF | 3.6 | 58 | -39 | 5.4 | -2.5 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 3.6 | 10 | 9 | 6.7 | -1.1 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 3.6 | 38 | -19 | 12.5 | +4.7 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 3.5 | 70 | -51 | 6.5 | -1.4 |
FCPI | Fidelity Stocks for Inflation ETF | 3.5 | 29 | -10 | 10.5 | +2.6 |
KVLE | KFA Value Liner Dynamic Core Equity Index ETF | 3.5 | 55 | -36 | 7.4 | -0.4 |
ERTH | Invesco MSCI Sustainable Future ETF | 3.4 | 56 | -37 | 4.4 | -3.5 |
ESGV | Vanguard ESG U.S. Stock ETF | 3.4 | 9 | 10 | 6.6 | -1.3 |
STXV | Strive 1000 Value ETF | 3.4 | 18 | 1 | 9.6 | +1.8 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 3.4 | 27 | -8 | 7.2 | -0.6 |
GBUY | Goldman Sachs Future Consumer Equity ETF | 3.4 | 75 | -56 | 3.2 | -4.7 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 3.4 | 60 | -41 | 10.6 | +2.8 |
PLTL | Principal US Small-Cap Adaptive Multi-Factor ETF | 3.3 | 19 | 0 | 8.9 | +1.1 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 3.3 | 35 | -16 | 7.1 | -0.7 |
PZLD | Puzzle Divdend Leaders | 3.3 | 10 | 9 | 7.7 | -0.1 |
QDYN | FlexShares Quality Dividend Dynamic Index Fund | 3.3 | 37 | -18 | 9.5 | +1.6 |
SRET | Global X SuperDividend REIT ETF | 3.3 | 58 | -39 | 10.1 | +2.3 |
JOET | Virtus Terranova US Quality Momentum ETF | 3.2 | 29 | -10 | 7.3 | -0.5 |
CBSE | Changebridge Capital Sustainable Equity ETF | 3.2 | 85 | -66 | 2.2 | -5.6 |
CHGX | Change Finance U.S. Large Cap Fossil Fuel Free ETF | 3.2 | 49 | -30 | 6.6 | -1.2 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 3.2 | 20 | -1 | 8.9 | +1.1 |
REVS | Columbia Research Enhanced Value ETF | 3.2 | 19 | 0 | 9.8 | +2.0 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 3.2 | 70 | -51 | 14.0 | +6.2 |
DSI | iShares MSCI KLD 400 Social ETF | 3.2 | 25 | -6 | 6.8 | -1.1 |
GRNR | Global X Green Building ETF | 3.2 | 45 | -26 | 9.2 | +1.4 |
FLRG | Fidelity U.S. Multifactor ETF | 3.1 | 29 | -10 | 8.6 | +0.7 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 3.1 | 71 | -52 | 13.7 | +5.9 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 3.1 | 20 | -1 | 7.2 | -0.6 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 3.0 | 59 | -40 | 6.8 | -1.1 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 3.0 | 60 | -41 | 7.2 | -0.6 |
CRUZ | Defiance Hotel Airline and Cruise ETF | 3.0 | 45 | -26 | -7.3 | -15.2 |
ILCG | iShares Morningstar Growth ETF | 3.0 | 4 | 15 | 5.5 | -2.4 |
HAPY | Harbor Corporate Culture Leaders ETF | 3.0 | 36 | -17 | 4.9 | -2.9 |
FDLO | Fidelity Low Volatility Factor ETF | 3.0 | 29 | -10 | 6.5 | -1.3 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 3.0 | 63 | -44 | 5.4 | -2.4 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 3.0 | 59 | -40 | 6.6 | -1.2 |
IQSU | IQ Candriam ESG US Equity ETF | 3.0 | 9 | 10 | 6.3 | -1.5 |
OSCV | Opus Small Cap Value Plus ETF | 3.0 | 79 | -60 | 7.3 | -0.5 |
FDMO | Fidelity Momentum Factor ETF | 3.0 | 29 | -10 | 6.7 | -1.1 |
IVLC | Invesco US Large Cap Core ESG ETF | 3.0 | 48 | -29 | 6.6 | -1.2 |
JAVA | JPMorgan Active Value ETF | 3.0 | 44 | -25 | 7.3 | -0.5 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 2.9 | 30 | -11 | 9.4 | +1.6 |
FQAL | Fidelity Quality Factor ETF | 2.9 | 29 | -10 | 7.8 | +0.0 |
VTHR | Vanguard Russell 3000 Index Fund | 2.9 | 10 | 9 | 6.6 | -1.3 |
IWV | iShares Russell 3000 ETF | 2.9 | 20 | -1 | 6.5 | -1.4 |
VTI | Vanguard Total Stock Market Index Fund | 2.9 | 3 | 16 | 6.5 | -1.3 |
DIVB | iShares Core Dividend | 2.9 | 5 | 14 | 9.7 | +1.9 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2.9 | 3 | 16 | 6.6 | -1.3 |
SCHB | Schwab U.S. Broad Market ETF | 2.9 | 3 | 16 | 6.7 | -1.2 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 2.9 | 27 | -8 | 6.3 | -1.6 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 2.8 | 15 | 4 | 6.4 | -1.4 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 2.8 | 70 | -51 | 4.1 | -3.7 |
GURU | Global X Guru Index ETF | 2.8 | 75 | -56 | 5.1 | -2.7 |
RNDV | US Equity Dividend Select ETF | 2.8 | 50 | -31 | 10.1 | +2.2 |
GSPY | Gotham Enhanced 500 ETF | 2.8 | 50 | -31 | 7.2 | -0.7 |
ETHO | Etho Climate Leadership U.S. ETF | 2.8 | 47 | -28 | 5.3 | -2.5 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 2.8 | 14 | 5 | 6.6 | -1.2 |
IYY | iShares Dow Jones U.S. ETF | 2.8 | 20 | -1 | 6.6 | -1.3 |
SCHK | Schwab 1000 Index ETF | 2.8 | 5 | 14 | 6.8 | -1.1 |
XVV | iShares ESG Screened S&P 500 ETF | 2.8 | 8 | 11 | 6.7 | -1.1 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 2.8 | 20 | -1 | 6.6 | -1.3 |
IWB | iShares Russell 1000 ETF | 2.8 | 15 | 4 | 6.6 | -1.2 |
VONE | Vanguard Russell 1000 ETF | 2.8 | 8 | 11 | 6.7 | -1.1 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 2.8 | 12 | 7 | 9.0 | +1.2 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 2.8 | 15 | 4 | 8.9 | +1.1 |
VTV | Vanguard Value Index Fund | 2.8 | 4 | 15 | 8.7 | +0.9 |
SPTM | SPDR Portfolio Total Stock Market ETF | 2.7 | 3 | 16 | 7.1 | -0.8 |
RNLC | Large Cap US Equity Select ETF | 2.7 | 60 | -41 | 7.7 | -0.1 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 2.7 | 25 | -6 | 7.5 | -0.4 |
ILCB | iShares Morningstar U.S. Equity ETF | 2.7 | 3 | 16 | 6.8 | -1.1 |
IUSS | Invesco Strategic US Small Company ETF | 2.7 | 23 | -4 | 7.5 | -0.3 |
SCHX | Schwab U.S. Large-Cap ETF | 2.7 | 3 | 16 | 6.8 | -1.1 |
LVOL | American Century Low Volatility ETF | 2.7 | 29 | -10 | 6.8 | -1.0 |
ADME | Aptus Drawdown Managed Equity ETF | 2.7 | 79 | -60 | 6.0 | -1.8 |
JHML | John Hancock Multifactor Large Cap ETF | 2.7 | 29 | -10 | 7.2 | -0.6 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 2.6 | 59 | -40 | 8.4 | +0.6 |
FLLV | Franklin Liberty U.S. Low Volatility ETF | 2.6 | 29 | -10 | 6.7 | -1.2 |
CLOU | Global X Cloud Computing ETF | 2.6 | 68 | -49 | 2.3 | -5.5 |
AFLG | First Trust Active Factor Large Cap ETF | 2.6 | 55 | -36 | 8.3 | +0.4 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 2.6 | 12 | 7 | 7.5 | -0.3 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 2.6 | 55 | -36 | 6.7 | -1.1 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 2.6 | 11 | 8 | 6.7 | -1.2 |
JEPI | JPMorgan Equity Premium Income ETF | 2.6 | 35 | -16 | 6.5 | -1.3 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 2.6 | 27 | -8 | 6.5 | -1.3 |
JRNY | ALPS Global Travel Beneficiaries ETF | 2.6 | 65 | -46 | 0.8 | -7.0 |
EGIS | 2nd Vote Society Defended ETF | 2.6 | 75 | -56 | 7.6 | -0.2 |
PRF | Invesco FTSE RAFI US 1000 ETF | 2.6 | 39 | -20 | 8.4 | +0.6 |
JVAL | JPMorgan U.S. Value Factor ETF | 2.6 | 12 | 7 | 10.3 | +2.5 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 2.6 | 20 | -1 | 6.6 | -1.2 |
TECB | iShares US Tech Breakthrough Multisector ETF | 2.5 | 40 | -21 | 5.4 | -2.5 |
MAGA | Point Bridge GOP Stock Tracker ETF | 2.5 | 72 | -53 | 7.3 | -0.5 |
AUSF | Global X Adaptive U.S. Factor ETF | 2.5 | 27 | -8 | 8.2 | +0.3 |
PBUS | Invesco PureBeta MSCI USA ETF | 2.5 | 4 | 15 | 6.8 | -1.0 |
VMAT | V-Shares MSCI World ESG Materiality and Carbon Transition ET | 2.5 | 39 | -20 | 6.8 | -1.0 |
LEAD | Siren DIVCON Leaders Dividend ETF | 2.5 | 43 | -24 | 7.1 | -0.7 |
FDRR | Fidelity Dividend ETF for Rising Rates | 2.5 | 29 | -10 | 9.9 | +2.1 |
ESGU | iShares MSCI USA ESG Optimized ETF | 2.5 | 15 | 4 | 6.7 | -1.1 |
GDIV | Harbor Dividend Growth Leaders ETF | 2.5 | 50 | -31 | 8.3 | +0.4 |
IVV | iShares Core S&P 500 ETF | 2.5 | 3 | 16 | 6.9 | -0.9 |
SUSA | iShares MSCI USA ESG Select ETF | 2.5 | 25 | -6 | 6.6 | -1.3 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 2.5 | 2 | 17 | 6.8 | -1.1 |
VOO | VANGUARD S&P 500 ETF | 2.5 | 3 | 16 | 6.9 | -1.0 |
SHE | SPDR SSGA Gender Diversity Index ETF | 2.5 | 20 | -1 | 7.0 | -0.9 |
SPY | SPDR S&P 500 ETF Trust | 2.4 | 9 | 10 | 6.8 | -1.0 |
RECS | Columbia Research Enhanced Core ETF | 2.4 | 15 | 4 | 7.8 | 0.0 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 2.4 | 59 | -40 | 10.3 | +2.5 |
STXG | Strive 1000 Growth ETF | 2.4 | 18 | 1 | 5.8 | -2.1 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 2.4 | 82 | -63 | 6.9 | -0.9 |
SPLG | SPDR Portfolio S&P 500 ETF | 2.4 | 3 | 16 | 6.9 | -0.9 |
SUSL | iShares ESG MSCI USA Leaders ETF | 2.4 | 10 | 9 | 6.8 | -1.0 |
VV | Vanguard Large-Cap Index Fund | 2.4 | 4 | 15 | 6.7 | -1.1 |
CSML | IQ Chaikin U.S. Small Cap ETF | 2.4 | 35 | -16 | 7.0 | -0.8 |
ILCV | iShares Morningstar Value ETF | 2.4 | 4 | 15 | 8.5 | +0.7 |
FLQS | Franklin LibertyQ U.S. Small Cap Equity ETF | 2.4 | 35 | -16 | 9.3 | +1.5 |
PSC | Principal U.S. Small Cap Index ETF | 2.4 | 38 | -19 | 10.0 | +2.1 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 2.4 | 10 | 9 | 6.8 | -1.0 |
PFI | Invesco DWA Financial Momentum ETF | 2.4 | 60 | -41 | 8.7 | +0.9 |
PZLG | Puzzle Mature Growth | 2.4 | 10 | 9 | 6.4 | -1.4 |
SNPE | Xtrackers S&P 500 ESG ETF | 2.4 | 10 | 9 | 7.0 | -0.9 |
GLRY | Inspire Faithward Mid Cap Momentum ESG ETF | 2.4 | 80 | -61 | 8.8 | +1.0 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 2.4 | 7 | 12 | 6.7 | -1.2 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 2.4 | 29 | -10 | 6.6 | -1.3 |
XMMO | Invesco S&P MidCap Momentum ETF | 2.3 | 33 | -14 | 8.9 | +1.0 |
STRV | Strive 500 ETF | 2.3 | 5 | 14 | 6.7 | -1.2 |
NULC | Nuveen ESG Large-Cap ETF | 2.3 | 20 | -1 | 6.5 | -1.4 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 2.3 | 18 | 1 | 6.8 | -1.1 |
VOTE | Engine No. 1 Transform 500 ETF | 2.3 | 5 | 14 | 6.5 | -1.3 |
TMFM | Motley Fool Mid-Cap Growth ETF | 2.3 | 85 | -66 | 4.9 | -2.9 |
PLRG | Principal US Large-Cap Adaptive Multi-Factor ETF | 2.3 | 15 | 4 | 6.7 | -1.2 |
DEIF | Sterling Capital Diverse Multi-Manager Active ETF | 2.3 | 65 | -46 | 7.8 | -0.1 |
HVAL | ALPS Hillman Active Value ETF | 2.3 | 55 | -36 | 8.2 | +0.3 |
QUAL | iShares MSCI Usa Quality Factor ETF | 2.3 | 15 | 4 | 7.9 | +0.1 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 2.2 | 17 | 2 | 8.9 | +1.0 |
VNSE | Natixis Vaughan Nelson Select ETF | 2.2 | 80 | -61 | 4.6 | -3.3 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 2.2 | 52 | -33 | 8.8 | +1.0 |
JQUA | JPMorgan U.S. Quality Factor ETF | 2.2 | 12 | 7 | 7.4 | -0.4 |
WDIV | SPDR Global Dividend ETF | 2.1 | 40 | -21 | 12.0 | +4.1 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 2.1 | 35 | -16 | 13.0 | +5.1 |
FSST | Fidelity Sustainability U.S. Equity ETF | 2.1 | 59 | -40 | 6.3 | -1.5 |
VUG | Vanguard Growth Index Fund | 2.1 | 4 | 15 | 5.5 | -2.3 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 2.1 | 15 | 4 | 7.6 | -0.2 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 2.1 | 29 | -10 | 9.0 | +1.1 |
RVRB | Reverb ETF | 2.1 | 30 | -11 | 6.7 | -1.1 |
AILG | Alpha Intelligent - Large Cap Growth ETF | 2.1 | 85 | -66 | 4.5 | -3.3 |
ROCI | ROC ETF | 2.1 | 49 | -30 | 5.5 | -2.3 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 2.1 | 12 | 7 | 6.7 | -1.1 |
AFSM | First Trust Active Factor Small Cap ETF | 2.1 | 75 | -56 | 10.1 | +2.3 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 2.1 | 12 | 7 | 7.4 | -0.5 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 2.0 | 60 | -41 | 8.9 | +1.1 |
BUYZ | Franklin Disruptive Commerce ETF | 2.0 | 50 | -31 | 2.6 | -5.3 |
QLV | FlexShares US Quality Low Volatility Index Fund | 2.0 | 22 | -3 | 6.8 | -1.0 |
SFY | SoFi Select 500 ETF | 2.0 | 0 | 19 | 7.0 | -0.9 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 2.0 | 20 | -1 | 9.5 | +1.6 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 2.0 | 64 | -45 | 8.3 | +0.5 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 2.0 | 8 | 11 | 8.0 | +0.1 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 2.0 | 25 | -6 | 8.4 | +0.5 |
YALL | God Bless America ETF | 2.0 | 65 | -46 | 4.3 | -3.5 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 1.9 | 49 | -30 | 6.3 | -1.6 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 1.9 | 60 | -41 | 6.4 | -1.5 |
FVAL | Fidelity Value Factor ETF | 1.9 | 29 | -10 | 10.2 | +2.4 |
STLV | iShares Factors US Value Style ETF | 1.9 | 25 | -6 | 10.9 | +3.0 |
ACVF | American Conservative Values ETF | 1.9 | 75 | -56 | 6.0 | -1.9 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 1.9 | 15 | 4 | 15.1 | +7.3 |
QLC | FlexShares US Quality Large Cap Index Fund | 1.9 | 25 | -6 | 7.6 | -0.2 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 1.9 | 25 | -6 | 7.8 | -0.0 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 1.9 | 25 | -6 | 8.3 | +0.5 |
VLU | SPDR S&P 1500 Value Tilt ETF | 1.9 | 12 | 7 | 9.0 | +1.1 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 1.9 | 11 | 8 | 7.2 | -0.6 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 1.9 | 15 | 4 | 8.5 | +0.7 |
JUSA | JPMorgan ActiveBuilders U.S. Large Cap Equity ETF | 1.9 | 17 | 2 | 6.9 | -0.9 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 1.9 | 15 | 4 | 7.9 | +0.1 |
FMIL | Fidelity New Millennium ETF | 1.8 | 59 | -40 | 6.9 | -0.9 |
EES | WisdomTree SmallCap Earnings Fund | 1.8 | 38 | -19 | 13.6 | +5.7 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.8 | 9 | 10 | 7.2 | -0.6 |
TOK | iShares MSCI Kokusai ETF | 1.8 | 25 | -6 | 7.0 | -0.8 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 1.8 | 25 | -6 | 7.0 | -0.8 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 1.8 | 9 | 10 | 7.4 | -0.4 |
NTZG | Nuveen Global Net Zero Transition ETF | 1.8 | 55 | -36 | 6.1 | -1.7 |
MGK | Vanguard Mega Cap Growth ETF | 1.8 | 7 | 12 | 5.5 | -2.3 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 1.8 | 75 | -56 | 1.8 | -6.0 |
RESP | WisdomTree US ESG Fund of Benef Interest | 1.8 | 28 | -9 | 8.0 | +0.1 |
FLV | American Century Focused Large Cap Value ETF | 1.8 | 42 | -23 | 7.5 | -0.3 |
FDWM | Fidelity Women's Leadership ETF | 1.7 | 59 | -40 | 6.4 | -1.4 |
USMF | WisdomTree U.S. Multifactor Fund | 1.7 | 28 | -9 | 9.5 | +1.7 |
CGUS | Capital Group Core Equity ETF | 1.7 | 33 | -14 | 6.8 | -1.1 |
DIV | Global X SuperDividend US ETF | 1.7 | 45 | -26 | 9.0 | +1.2 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 1.7 | 32 | -13 | 6.6 | -1.2 |
FVD | First Trust Value Line Dividend Index Fund | 1.7 | 67 | -48 | 7.0 | -0.8 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 1.7 | 59 | -40 | 4.2 | -3.6 |
URTH | iShares MSCI World ETF | 1.7 | 24 | -5 | 7.1 | -0.7 |
ISHP | First Trust S-Network E-Commerce ETF | 1.7 | 60 | -41 | 4.4 | -3.4 |
TTAC | TrimTabs US Free Cash Flow Quality ETF | 1.7 | 59 | -40 | 8.2 | +0.4 |
VT | Vanguard Total World Stock ETF | 1.7 | 7 | 12 | 7.3 | -0.5 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 1.7 | 75 | -56 | 4.1 | -3.7 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.7 | 9 | 10 | 7.1 | -0.7 |
EPS | WisdomTree U.S. Earnings 500 Fund | 1.6 | 8 | 11 | 8.3 | +0.5 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 1.6 | 25 | -6 | 8.4 | +0.6 |
VDNI | V-Shares US Leadership Diversity ETF | 1.6 | 29 | -10 | 6.9 | -1.0 |
IWP | iShares Russell Mid-Cap Growth ETF | 1.6 | 23 | -4 | 5.7 | -2.2 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 1.6 | 41 | -22 | 7.2 | -0.7 |
IWX | iShares Russell Top 200 Value ETF | 1.5 | 20 | -1 | 8.1 | +0.3 |
ACWI | iShares MSCI ACWI ETF | 1.5 | 32 | -13 | 7.2 | -0.6 |
WLDR | Affinity World Leaders Equity ETF | 1.5 | 67 | -48 | 10.8 | +2.9 |
EGUS | iShares ESG Aware MSCI USA Growth ETF | 1.5 | 15 | 4 | 5.5 | -2.3 |
UPWD | JPMorgan Social Advancement ETF | 1.5 | 49 | -30 | 6.8 | -1.1 |
PFM | Invesco Dividend Achievers ETF | 1.5 | 53 | -34 | 7.2 | -0.7 |
IWL | iShares Russell Top 200 ETF | 1.5 | 15 | 4 | 6.5 | -1.3 |
MVPS | Amplify Thematic All-Stars ETF | 1.5 | 49 | -30 | 2.1 | -5.7 |
AQGX | AI Quality Growth ETF | 1.4 | 97 | -78 | 5.3 | -2.5 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 1.4 | 52 | -33 | 7.2 | -0.6 |
IWF | iShares Russell 1000 Growth ETF | 1.4 | 18 | 1 | 6.1 | -1.7 |
VONG | Vanguard Russell 1000 Growth Index Fund | 1.4 | 8 | 11 | 6.2 | -1.6 |
KRMA | Global X Conscious Companies ETF | 1.4 | 43 | -24 | 7.0 | -0.9 |
PRAY | FIS Biblically Responsible Risk Managed ETF | 1.4 | 68 | -49 | 7.3 | -0.5 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 1.4 | 39 | -20 | 9.5 | +1.7 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 1.4 | 49 | -30 | 6.6 | -1.3 |
IWY | iShares Russell Top 200 Growth ETF | 1.4 | 20 | -1 | 6.2 | -1.6 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 1.4 | 20 | -1 | 6.7 | -1.2 |
MGC | Vanguard Mega Cap Index Fund | 1.4 | 7 | 12 | 6.6 | -1.3 |
DFND | Siren DIVCON Dividend Defender ETF | 1.4 | 150 | -131 | 6.2 | -1.7 |
TMFC | Motley Fool 100 Index ETF | 1.4 | 50 | -31 | 5.3 | -2.5 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 1.4 | 18 | 1 | 7.6 | -0.3 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 1.4 | 15 | 4 | 7.6 | -0.2 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 1.4 | 75 | -56 | 6.4 | -1.4 |
WKLY | SoFi Weekly Dividend ETF | 1.4 | 49 | -30 | 9.5 | +1.7 |
GENY | Principal Millennials Index ETF | 1.4 | 45 | -26 | 6.8 | -1.0 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.3 | 20 | -1 | 7.5 | -0.3 |
CACG | ClearBridge All Cap Growth ETF | 1.3 | 53 | -34 | 4.4 | -3.4 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 1.3 | 70 | -51 | 4.0 | -3.8 |
SAMT | Strategas Macro Thematic Opportunities ETF | 1.3 | 65 | -46 | 4.3 | -3.5 |
OALC | OneAscent Large Cap Core ETF | 1.3 | 76 | -57 | 6.6 | -1.2 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 1.3 | 0 | 19 | 6.6 | -1.2 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 1.3 | 39 | -20 | 10.4 | +2.6 |
QDIV | Global X S&P 500 Quality Dividend ETF | 1.3 | 20 | -1 | 9.9 | +2.1 |
ROUS | Hartford Multifactor US Equity ETF | 1.3 | 19 | 0 | 8.8 | +1.0 |
RAFE | PIMCO RAFI ESG U.S. ETF | 1.3 | 29 | -10 | 9.0 | +1.1 |
USMV | iShares Edge MSCI Min Vol USA ETF | 1.3 | 15 | 4 | 7.0 | -0.9 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 1.3 | 28 | -9 | 7.3 | -0.6 |
SIXA | 6 Meridian Mega Cap Equity ETF | 1.3 | 82 | -63 | 8.7 | +0.9 |
VUSE | Vident Core US Equity Fund | 1.2 | 50 | -31 | 9.3 | +1.4 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 1.2 | 40 | -21 | 5.1 | -2.7 |
QUS | SPDR MSCI USA StrategicFactors ETF | 1.2 | 15 | 4 | 7.3 | -0.5 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 1.1 | 39 | -20 | 11.4 | +3.6 |
ROSC | Hartford Multifactor Small Cap ETF | 1.1 | 34 | -15 | 12.9 | +5.1 |
CVAR | Cultivar ETF | 1.1 | 87 | -68 | 8.9 | +1.1 |
AIEQ | AI Powered Equity ETF | 1.1 | 75 | -56 | -6.0 | -13.8 |
SDIV | Global X SuperDividend ETF | 1.1 | 58 | -39 | 19.7 | +11.8 |
HEET | Hartford Schroders ESG US Equity ETF | 1.0 | 39 | -20 | 7.6 | -0.2 |
BRNY | Burney U.S. Factor Rotation ETF | 1.0 | 79 | -60 | 9.5 | +1.6 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 1.0 | 38 | -19 | 7.7 | -0.2 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 1.0 | 25 | -6 | 7.1 | -0.8 |
SPLV | Invesco S&P 500 Low Volatility ETF | 1.0 | 25 | -6 | 7.0 | -0.8 |
MGMT | Ballast Small/Mid Cap ETF | 1.0 | 110 | -91 | 9.0 | +1.2 |
DTEC | ALPS Disruptive Technologies ETF | 1.0 | 50 | -31 | 4.5 | -3.3 |
IUSG | iShares Core S&P US Growth ETF | 1.0 | 4 | 15 | 7.1 | -0.8 |
PEXL | Pacer US Export Leaders ETF | 1.0 | 60 | -41 | 7.3 | -0.5 |
HLAL | Wahed FTSE USA Shariah ETF | 1.0 | 50 | -31 | 6.4 | -1.4 |
MGV | Vanguard Mega Cap Value ETF | 0.9 | 7 | 12 | 8.5 | +0.6 |
QGRO | American Century STOXX U.S. Quality Growth ETF | 0.9 | 29 | -10 | 7.1 | -0.7 |
XT | iShares Exponential Technologies ETF | 0.9 | 46 | -27 | 3.7 | -4.1 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.9 | 49 | -30 | 8.0 | +0.2 |
VLUE | iShares MSCI USA Value Factor ETF | 0.9 | 15 | 4 | 12.5 | +4.7 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 0.9 | 15 | 4 | 7.0 | -0.8 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 0.9 | 30 | -11 | 13.1 | +5.3 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 0.9 | 65 | -46 | 5.9 | -1.9 |
KOCG | FIS Knights of Columbus Global Belief ETF | 0.8 | 75 | -56 | 8.1 | +0.3 |
SPMO | Invesco S&P 500 Momentum ETF | 0.8 | 13 | 6 | 8.0 | +0.1 |
HKND | Humankind US Stock ETF | 0.8 | 11 | 8 | 8.6 | +0.7 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 0.8 | 21 | -2 | 4.7 | -3.1 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 0.8 | 42 | -23 | 7.1 | -0.7 |
VOOG | Vanguard S&P 500 Growth ETF | 0.7 | 10 | 9 | 7.0 | -0.9 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.7 | 75 | -56 | 7.7 | -0.1 |
IVW | iShares S&P 500 Growth ETF | 0.7 | 18 | 1 | 6.9 | -0.9 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.7 | 4 | 15 | 7.0 | -0.8 |
MBOX | Freedom Day Dividend ETF | 0.7 | 39 | -20 | 9.2 | +1.4 |
IWO | iShares Russell 2000 Growth ETF | 0.7 | 23 | -4 | 3.2 | -4.7 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 0.7 | 41 | -22 | 7.7 | -0.1 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 0.7 | 50 | -31 | 3.7 | -4.2 |
IETC | iShares Evolved U.S. Technology ETF | 0.7 | 18 | 1 | 5.9 | -1.9 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 0.7 | 15 | 4 | 3.2 | -4.6 |
CGDV | Capital Group Dividend Value ETF | 0.7 | 33 | -14 | 7.0 | -0.8 |
SPHQ | Invesco S&P 500 Quality ETF | 0.7 | 15 | 4 | 7.0 | -0.8 |
SVAL | iShares US Small Cap Value Factor ETF | 0.7 | 20 | -1 | 12.8 | +5.0 |
DGT | SPDR Global Dow ETF | 0.7 | 50 | -31 | 8.4 | +0.6 |
TMDV | ProShares Russell US Dividend Growers ETF | 0.7 | 36 | -17 | 6.8 | -1.1 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.6 | 30 | -11 | 7.7 | -0.2 |
RWL | Invesco S&P 500 Revenue ETF | 0.6 | 39 | -20 | 8.0 | +0.2 |
OEF | iShares S&P 100 ETF | 0.6 | 20 | -1 | 6.6 | -1.3 |
HLGE | Hartford Longevity Economy ETF | 0.6 | 44 | -25 | 8.6 | +0.8 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 0.6 | 35 | -16 | 14.3 | +6.4 |
IOO | iShares Global 100 ETF | 0.5 | 40 | -21 | 7.3 | -0.6 |
IWC | iShares Micro-Cap ETF | 0.5 | 60 | -41 | -4.7 | -12.5 |
METV | Roundhill Ball Metaverse ETF | 0.5 | 59 | -40 | 4.7 | -3.1 |
TMFX | Motley Fool Next Index ETF | 0.5 | 50 | -31 | 4.0 | -3.8 |
TMFS | Motley Fool Small Cap Growth ETF | 0.5 | 85 | -66 | 4.1 | -3.7 |
BFTR | Future Innovators ETF | 0.5 | 80 | -61 | 2.8 | -5.0 |
HELX | Franklin Genomic Advancements ETF | 0.5 | 50 | -31 | 2.4 | -5.5 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 0.5 | 29 | -10 | 10.7 | +2.9 |
CSD | Invesco S&P Spin-Off ETF | 0.4 | 65 | -46 | 7.7 | -0.1 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.4 | 25 | -6 | 7.9 | +0.1 |
WTV | WisdomTree US Value Fund | 0.4 | 12 | 7 | 10.1 | +2.2 |
XMHQ | Invesco S&P MidCap Quality ETF | 0.4 | 25 | -6 | 10.1 | +2.3 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.4 | 30 | -11 | 10.5 | +2.6 |
PDP | Invesco DWA Momentum ETF | 0.4 | 62 | -43 | 6.0 | -1.9 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.4 | 19 | 0 | 7.9 | +0.0 |
USVT | US Value ETF | 0.4 | 49 | -30 | 13.1 | +5.3 |
XSVM | Invesco S&P SmallCap Value with Momentum ETF | 0.4 | 39 | -20 | 13.4 | +5.6 |
HART | IQ Healthy Hearts ETF | 0.4 | 45 | -26 | 6.3 | -1.6 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.3 | 30 | -11 | 11.7 | +3.9 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 0.3 | 65 | -46 | 2.3 | -5.5 |
SIXS | 6 Meridian Small Cap Equity ETF | 0.3 | 100 | -81 | 10.0 | +2.1 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.3 | 45 | -26 | 6.0 | -1.8 |
IEDI | iShares Evolved U.S. Discretionary Spending ETF | 0.3 | 18 | 1 | 6.5 | -1.4 |
PKW | Invesco Buyback Achievers ETF | 0.3 | 64 | -45 | 10.5 | +2.7 |
XSMO | Invesco S&P SmallCap Momentum ETF | 0.3 | 39 | -20 | 9.2 | +1.4 |
IUS | Invesco Strategic US ETF | 0.3 | 19 | 0 | 8.2 | +0.4 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 0.2 | 91 | -72 | 13.3 | +5.5 |
XMVM | Invesco S&P MidCap Value with Momentum ETF | 0.2 | 39 | -20 | 14.3 | +6.5 |
ABEQ | Absolute Core Strategy ETF | 0.2 | 85 | -66 | 5.4 | -2.5 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 0.2 | 13 | 6 | 7.1 | -0.7 |
DWAS | Invesco DWA SmallCap Momentum ETF | 0.2 | 60 | -41 | 2.3 | -5.6 |
ACWF | iShares MSCI Global Multifactor ETF | 0.2 | 35 | -16 | 9.9 | +2.1 |
UVDV | UVA Dividend Value ETF | 0.1 | 80 | -61 | 7.9 | +0.1 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.1 | 20 | -1 | 8.4 | +0.6 |
XOUT | GraniteShares XOUT U.S. Large Cap ETF | 0.1 | 60 | -41 | 6.2 | -1.6 |
MTUM | iShares MSCI USA Momentum Factor ETF | 0.1 | 15 | 4 | 8.4 | +0.6 |
SQEW | LeaderShares Equity Skew ETF | 0.1 | 75 | -56 | 6.5 | -1.3 |
SMDY | Syntax Stratified MidCap ETF | 0.1 | 35 | -16 | 8.6 | +0.8 |
SSPY | Syntax Stratified LargeCap ETF | 0.1 | 30 | -11 | 7.8 | -0.0 |
DGRS | WisdomTree US SmallCap Quality Dividend Growth Fund | 0.0 | 38 | -19 | 12.0 | +4.2 |
FDM | First Trust Dow Jones Select Microcap Index Fund | 0.0 | 60 | -41 | 10.3 | +2.4 |
XSHQ | Invesco S&P SmallCap Quality ETF | 0.0 | 29 | -10 | 12.5 | +4.7 |
DWMC | AdvisorShares Dorsey Wright Micro-Cap ETF | 0.0 | 127 | -108 | 3.2 | -4.6 |
SSLY | Syntax Stratified SmallCap ETF | 0.0 | 35 | -16 | 7.9 | +0.1 |
MCRX | SNN MicroCap Research Index | 0.0 | 0 | 19 | 1.0 | -6.9 |
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
2018 | 2019 | 2020 | 2021 | 2022 | 2023E | 2024E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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VALUATION METRICS
2022 | 2023E | 2024E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Dimensional US Real Estate ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
NEUTRAL |
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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