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) | $774 |
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 | 139 |
Wgt avg mkt cap (mns) | $31,106 |
Large cap (>$10bn) | 72.9% |
Mid cap ($2-10bn) | 22.0% |
Small cap (<$2bn) | 5.1% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
PROLOGIS INC | 9.1 % |
AMERICAN TOWER CORP-CL A | 8.3 % |
EQUINIX INC | 6.5 % |
WELLTOWER, INC. | 4.3 % |
DIGITAL REALTY TRUST INC | 3.7 % |
CROWN CASTLE INTL CORP | 3.7 % |
PUBLIC STORAGE | 3.6 % |
SIMON PROPERTY GROUP INC | 3.6 % |
REALTY INCOME CORP | 3.4 % |
VICI PROPERTIES INC | 2.6 % | Total | 48.8 % |
---|
![]() |
UNITED STATES | 99.2 % |
![]() |
CHINA | 0.0 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
3.4% | -1.8% | -- | -- | -7.0% |
versus... | Beta | R-squared |
S&P500 | 0.97 | 79% |
MSCI EAFE | 0.96 | 74% |
MSCI Emg. Mkts. | 0.73 | 47% |
Recent close | $21.63 |
30d moving avg. | $19.23 |
Annualized volatility | 22.6% |
Short interest (ETF) | 0.4% |
Relative strength (RSI) | 52 |
Avg. volume (thou.) | 268 |
Turnover | 0.8% |
Bid/Ask (% of price) | 0.09% |
ADV underlying (mns) | $3,261 |
FINDING ALTERNATIVE FUNDS
Below is a list of 572 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™: | 7.3% |
Ticker | Fund Name |
Overlap1 vs DFAR (%) |
Expense ratio (bp) |
Savings vs DFAR (bp) |
ALTAR Score™ (%) |
ALTAR vs DFAR (%) |
SCHH | Schwab U.S. REIT ETF | 95.0 | 7 | 12 | 7.6 | +0.3 |
FREL | Fidelity MSCI Real Estate Index ETF | 88.6 | 8 | 11 | 7.3 | +0.0 |
IYR | iShares U.S. Real Estate ETF | 86.9 | 40 | -21 | 7.1 | -0.2 |
USRT | iShares Core U.S. REIT ETF | 84.7 | 8 | 11 | 7.6 | +0.3 |
FRI | First Trust S&P REIT Index Fund | 84.1 | 50 | -31 | 7.2 | -0.1 |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 83.8 | 11 | 8 | 7.6 | +0.4 |
VNQ | Vanguard REIT Index Fund | 78.1 | 12 | 7 | 7.3 | 0.0 |
RWR | SPDR Dow Jones REIT ETF | 77.2 | 25 | -6 | 7.2 | -0.1 |
XLRE | The Real Estate Select Sector SPDR Fund | 73.2 | 10 | 9 | 7.1 | -0.2 |
DFGR | Dimensional Global Real Estate ETF | 72.9 | 22 | -3 | 6.9 | -0.3 |
ICF | iShares Cohen & Steers REIT ETF | 72.1 | 33 | -14 | 7.0 | -0.3 |
REET | iShares Global REIT ETF | 69.9 | 14 | 5 | 7.2 | -0.1 |
AVRE | Avantis Real Estate ETF | 69.3 | 17 | 2 | 6.4 | -0.9 |
RWO | SPDR Dow Jones Global Real Estate ETF | 68.3 | 50 | -31 | 6.6 | -0.6 |
CRED | Columbia Research Enhanced Real Estate ETF | 63.5 | 33 | -14 | 7.4 | +0.2 |
PSR | Invesco Active U.S. Real Estate Fund | 62.4 | 35 | -16 | 6.8 | -0.5 |
RSPR | Invesco S&P 500 Equal Weight Real Estate ETF | 57.4 | 40 | -21 | 7.3 | +0.0 |
ROOF | IQ US Real Estate Small Cap ETF | 54.7 | 60 | -41 | 8.3 | +1.0 |
JPRE | JPMorgan Realty Income ETF | 54.5 | 50 | -31 | 6.4 | -0.9 |
FPRO | Fidelity Real Estate Investment ETF | 52.5 | 59 | -40 | 5.7 | -1.6 |
PPTY | PPTY-U.S. Diversified Real Estate ETF | 51.1 | 53 | -34 | 7.0 | -0.3 |
ERET | iShares Environmentally Aware Real Estate ETF | 47.0 | 30 | -11 | 7.0 | -0.2 |
BYRE | Principal Real Estate Active Opportunities ETF | 42.1 | 65 | -46 | 6.2 | -1.0 |
PRVT | Private Real Estate Strategy via Liquid REITs ETF | 40.2 | 59 | -40 | 7.3 | +0.1 |
IVRA | Invesco Real Assets ESG ETF | 40.0 | 59 | -40 | 6.9 | -0.3 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 39.7 | 45 | -26 | 7.1 | -0.2 |
RITA | ETFB Green SRI REITs ETF | 36.8 | 50 | -31 | 5.6 | -1.7 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 35.1 | 75 | -56 | 4.7 | -2.6 |
DTRE | Alerian Disruptive Technology Real Estate ETF | 34.3 | 60 | -41 | 3.7 | -3.6 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 33.7 | 59 | -40 | 5.5 | -1.8 |
WTRE | WisdomTree New Economy Real Estate Fund | 32.1 | 58 | -39 | 5.1 | -2.2 |
REZ | iShares Residential Real Estate Capped ETF | 30.6 | 48 | -29 | 6.5 | -0.7 |
JRE | Janus Henderson U.S. Real Estate ETF | 30.0 | 65 | -46 | 7.0 | -0.3 |
IQRA | IQ CBRE Real Assets ETF | 29.7 | 65 | -46 | 5.7 | -1.6 |
SRVR | Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 26.1 | 55 | -36 | 5.9 | -1.4 |
NURE | Nuveen Short-Term REIT ETF | 25.0 | 35 | -16 | 6.1 | -1.2 |
VPN | Global X Data Center REITs & Digital Infrastructure ETF | 24.5 | 50 | -31 | 1.7 | -5.5 |
BYTE | Roundhill IO Digital Infrastructure ETF | 21.6 | 46 | -27 | 9.2 | +1.9 |
RDOG | ALPS REIT Dividend Dogs ETF | 20.0 | 35 | -16 | 13.5 | +6.3 |
INDS | Pacer Benchmark Industrial Real Estate SCTR ETF | 19.6 | 55 | -36 | 5.8 | -1.5 |
HOMZ | Hoya Capital Housing ETF | 19.0 | 30 | -11 | 8.4 | +1.1 |
SPYD | SPDR S&P 500 High Dividend ETF | 18.7 | 7 | 12 | 10.4 | +3.1 |
VRAI | Virtus Real Asset Income ETF | 18.1 | 55 | -36 | 9.2 | +1.9 |
HAUS | Residential REIT Income ETF | 18.1 | 60 | -41 | 6.5 | -0.8 |
BLDG | Cambria Global Real Estate ETF | 16.0 | 60 | -41 | 9.0 | +1.7 |
RIET | Hoya Capital High Dividend Yield ETF | 15.6 | 50 | -31 | 13.7 | +6.4 |
RESI | Kelly Residential & Apartment Real Estate ETF | 14.7 | 68 | -49 | 0.5 | -6.7 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 13.2 | 27 | -8 | 9.3 | +2.0 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 13.1 | 49 | -30 | 6.3 | -0.9 |
DFRA | Donoghue Forlines Yield Enhanced Real Asset ETF | 12.9 | 69 | -50 | 9.4 | +2.1 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 12.9 | 30 | -11 | 10.4 | +3.1 |
NETL | NETLease Corporate Real Estate ETF | 12.4 | 60 | -41 | 9.8 | +2.5 |
ICAP | InfraCap Equity Income Fund ETF | 11.5 | 171 | -152 | 6.8 | -0.4 |
BIBL | Inspire ETF | 11.1 | 35 | -16 | 5.3 | -1.9 |
UTRN | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF | 10.9 | 75 | -56 | 6.7 | -0.6 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 10.3 | 47 | -28 | 5.6 | -1.7 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 9.8 | 12 | 7 | 5.5 | -1.7 |
TXS | Texas Capital Texas Equity Index ETF | 9.8 | 49 | -30 | 5.6 | -1.7 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 9.2 | 20 | -1 | 10.7 | +3.5 |
IWS | iShares Russell Mid-Cap Value ETF | 8.9 | 23 | -4 | 7.2 | -0.1 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 8.8 | 15 | 4 | 8.5 | +1.3 |
CVY | Invesco Zacks Multi-Asset Income ETF | 8.8 | 100 | -81 | 11.8 | +4.5 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 8.8 | 15 | 4 | 8.6 | +1.3 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 8.8 | 18 | 1 | 8.6 | +1.3 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 8.7 | 24 | -5 | 8.6 | +1.4 |
DEW | WisdomTree Global High Dividend Fund | 8.5 | 58 | -39 | 9.2 | +1.9 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 8.4 | 20 | -1 | 7.5 | +0.2 |
IWN | iShares Russell 2000 Value ETF | 8.3 | 24 | -5 | 6.1 | -1.2 |
DON | WisdomTree U.S. MidCap Dividend Fund | 8.3 | 38 | -19 | 9.0 | +1.8 |
VTWV | Vanguard Russell 2000 Value Index Fund | 8.3 | 15 | 4 | 6.2 | -1.1 |
NUDV | Nuveen ESG Dividend ETF | 8.2 | 26 | -7 | 7.5 | +0.2 |
IQSM | IQ Candriam ESG U.S. Mid Cap Equity ETF | 8.1 | 15 | 4 | 6.6 | -0.6 |
VOE | Vanguard Mid-Cap Value Index Fund | 8.1 | 7 | 12 | 8.0 | +0.7 |
FLDZ | RiverNorth Volition America Patriot ETF | 8.0 | 75 | -56 | 6.0 | -1.3 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 7.9 | 25 | -6 | 7.0 | -0.3 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 7.9 | 39 | -20 | 11.8 | +4.5 |
PY | Principal Shareholder Yield Index ETF | 7.8 | 15 | 4 | 7.8 | +0.5 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 7.8 | 20 | -1 | 6.8 | -0.5 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 7.7 | 29 | -10 | 8.4 | +1.1 |
CZA | Invesco Zacks Mid-Cap ETF | 7.7 | 69 | -50 | 6.6 | -0.7 |
TMFG | Motley Fool Global Opportunities ETF | 7.7 | 85 | -66 | 3.4 | -3.9 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 7.6 | 18 | 1 | 8.2 | +0.9 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 7.6 | 31 | -12 | 8.0 | +0.7 |
MILN | Global X Millennial Consumer ETF | 7.3 | 50 | -31 | 2.3 | -5.0 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 7.3 | 6 | 13 | 8.2 | +0.9 |
XDAT | Franklin Exponential Data ETF | 7.2 | 50 | -31 | 3.2 | -4.0 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 7.1 | 10 | 9 | 5.0 | -2.3 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 7.0 | 80 | -61 | 6.8 | -0.5 |
VBR | Vanguard Small Cap Value Index Fund | 7.0 | 7 | 12 | 8.9 | +1.6 |
VO | Vanguard Mid-Cap Index Fund | 7.0 | 4 | 15 | 6.4 | -0.9 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 6.9 | 4 | 15 | 6.2 | -1.0 |
IMCB | iShares Morningstar Mid-Cap ETF | 6.9 | 4 | 15 | 6.3 | -1.0 |
HOTL | Kelly Hotel & Lodging Sector ETF | 6.9 | 78 | -59 | 3.4 | -3.8 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 6.8 | 12 | 7 | 7.7 | +0.4 |
FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | 6.8 | 60 | -41 | 9.6 | +2.4 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 6.7 | 10 | 9 | 5.0 | -2.3 |
GRNR | Global X Green Building ETF | 6.7 | 45 | -26 | 7.0 | -0.3 |
IWR | iShares Russell Midcap ETF | 6.6 | 18 | 1 | 6.1 | -1.1 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 6.6 | 25 | -6 | 6.9 | -0.3 |
KBWY | Invesco KBW Premium Yield Equity REIT ETF | 6.6 | 35 | -16 | 18.1 | +10.8 |
MDY | SPDR S&P Midcap 400 ETF Trust | 6.6 | 23 | -4 | 7.5 | +0.2 |
NXTG | First Trust Indxx NextG ETF | 6.6 | 87 | -68 | 5.5 | -1.8 |
BWEB | Bitwise Web3 ETF | 6.5 | 85 | -66 | 1.5 | -5.7 |
GLIF | AGFiQ Global Infrastructure ETF | 6.5 | 45 | -26 | 5.2 | -2.1 |
YPS | Arrow Reverse Cap 500 ETF | 6.5 | 29 | -10 | 7.1 | -0.1 |
KNCT | Invesco Next Gen Connectivity ETF | 6.5 | 63 | -44 | 5.7 | -1.6 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 6.5 | 10 | 9 | 7.7 | +0.4 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 6.5 | 6 | 13 | 4.5 | -2.8 |
SPMD | SPDR Portfolio Mid Cap ETF | 6.4 | 3 | 16 | 7.7 | +0.4 |
IJH | iShares Core S&P Mid-Cap ETF | 6.4 | 5 | 14 | 7.7 | +0.4 |
FDVV | Fidelity Core Dividend ETF | 6.4 | 29 | -10 | 9.2 | +1.9 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 6.4 | 24 | -5 | 8.4 | +1.1 |
FCLD | Fidelity Cloud Computing ETF | 6.4 | 39 | -20 | 2.4 | -4.9 |
AGNG | Global X Aging Population ETF | 6.3 | 50 | -31 | 3.9 | -3.4 |
SCHM | Schwab U.S. Mid-Cap ETF | 6.3 | 4 | 15 | 6.7 | -0.5 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 6.3 | 9 | 10 | 4.0 | -3.3 |
VB | Vanguard Small-Cap ETF | 6.1 | 5 | 14 | 5.7 | -1.6 |
ISCV | iShares Morningstar Small Cap Value ETF | 6.1 | 6 | 13 | 8.3 | +1.1 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 5.9 | 20 | -1 | 6.7 | -0.6 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 5.9 | 38 | -19 | 9.8 | +2.5 |
GBUY | Goldman Sachs Future Consumer Equity ETF | 5.9 | 75 | -56 | 3.4 | -3.9 |
VOT | Vanguard Mid-Cap Growth Index Fund | 5.9 | 7 | 12 | 4.7 | -2.6 |
RNMC | Mid Cap US Equity Select ETF | 5.9 | 60 | -41 | 8.8 | +1.5 |
FSMD | Fidelity Small-Mid Factor ETF | 5.9 | 29 | -10 | 7.7 | +0.5 |
BEDZ | AdvisorShares Hotel ETF | 5.9 | 100 | -81 | 2.3 | -5.0 |
PSCF | Invesco S&P SmallCap Financials ETF | 5.8 | 29 | -10 | 9.9 | +2.7 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 5.8 | 10 | 9 | 7.9 | +0.7 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 5.8 | 3 | 16 | 8.3 | +1.0 |
IJR | iShares Core S&P Small Cap ETF | 5.8 | 6 | 13 | 8.2 | +1.0 |
ISMD | Inspire Small/Mid Cap Impact ETF | 5.7 | 54 | -35 | 6.1 | -1.2 |
IDAT | iShares Cloud 5G and Tech ETF | 5.7 | 47 | -28 | 5.1 | -2.1 |
SPDV | AAM S&P 500 High Dividend Value ETF | 5.7 | 29 | -10 | 11.3 | +4.1 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 5.6 | 15 | 4 | 7.8 | +0.5 |
FCPI | Fidelity Stocks for Inflation ETF | 5.6 | 29 | -10 | 9.5 | +2.2 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 5.6 | 9 | 10 | 6.6 | -0.7 |
RNSC | Small Cap US Equity Select ETF | 5.5 | 60 | -41 | 8.6 | +1.3 |
KVLE | KFA Value Liner Dynamic Core Equity Index ETF | 5.5 | 56 | -37 | 5.6 | -1.7 |
RSP | Invesco S&P 500 Equal Weight ETF | 5.5 | 20 | -1 | 6.6 | -0.7 |
MAGA | Point Bridge GOP Stock Tracker ETF | 5.4 | 72 | -53 | 6.5 | -0.8 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 5.4 | 7 | 12 | 6.0 | -1.3 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 5.4 | 17 | 2 | 5.7 | -1.6 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 5.4 | 15 | 4 | 9.0 | +1.8 |
IJS | iShares S&P Small-cap 600 Value ETF | 5.4 | 18 | 1 | 9.3 | +2.0 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 5.3 | 15 | 4 | 9.3 | +2.1 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 5.3 | 15 | 4 | 8.2 | +0.9 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 5.3 | 65 | -46 | 5.2 | -2.1 |
SFYX | Sofi Next 500 ETF | 5.3 | 0 | 19 | 6.0 | -1.3 |
ETHO | Etho Climate Leadership U.S. ETF | 5.2 | 47 | -28 | 5.0 | -2.3 |
STXK | Strive Small-Cap ETF | 5.2 | 18 | 1 | 5.6 | -1.7 |
SCHA | Schwab U.S. Small-Cap ETF | 5.2 | 4 | 15 | 5.1 | -2.2 |
DHS | WisdomTree U.S. High Dividend Fund | 5.1 | 38 | -19 | 9.7 | +2.5 |
EUSA | iShares MSCI USA Equal Weighted ETF | 5.1 | 9 | 10 | 6.5 | -0.8 |
ISCB | iShares Morningstar Small-Cap ETF | 5.1 | 4 | 15 | 5.2 | -2.1 |
GDIV | Harbor Dividend Growth Leaders ETF | 5.0 | 50 | -31 | 6.1 | -1.1 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 5.0 | 47 | -28 | 5.7 | -1.6 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 5.0 | 4 | 15 | 6.1 | -1.2 |
SIZE | iShares MSCI USA Size Factor ETF | 5.0 | 15 | 4 | 6.3 | -0.9 |
VBK | Vanguard Small-Cap Growth Index Fund | 4.9 | 7 | 12 | 1.3 | -6.0 |
FIVG | Defiance Next Gen Connectivity ETF | 4.9 | 30 | -11 | 6.9 | -0.4 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 4.9 | 12 | 7 | 7.6 | +0.4 |
IWM | iShares Russell 2000 ETF | 4.9 | 19 | 0 | 3.8 | -3.5 |
BLES | Inspire Global Hope Large Cap ETF | 4.9 | 61 | -42 | 6.4 | -0.9 |
JHSC | John Hancock Multifactor Small Cap ETF | 4.9 | 42 | -23 | 6.2 | -1.1 |
VTWO | Vanguard Russell 2000 Index Fund | 4.9 | 10 | 9 | 3.9 | -3.4 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 4.9 | 15 | 4 | 8.3 | +1.1 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 4.9 | 15 | 4 | 5.9 | -1.4 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 4.8 | 60 | -41 | 5.4 | -1.8 |
VXF | Vanguard Extended Market Index Fund | 4.8 | 6 | 13 | 3.9 | -3.3 |
KONG | Formidable Fortress ETF | 4.8 | 89 | -70 | 6.7 | -0.5 |
VEGN | US Vegan Climate ETF | 4.8 | 60 | -41 | 4.9 | -2.4 |
JHDV | John Hancock U.S. High Dividend ETF | 4.8 | 34 | -15 | 6.9 | -0.4 |
SDY | SPDR S&P Dividend ETF | 4.7 | 35 | -16 | 6.9 | -0.4 |
ERTH | Invesco MSCI Sustainable Future ETF | 4.7 | 56 | -37 | 3.8 | -3.5 |
AFMC | First Trust Active Factor Mid Cap ETF | 4.6 | 65 | -46 | 8.9 | +1.7 |
QDF | FlexShares Quality Dividend Index Fund | 4.6 | 37 | -18 | 6.2 | -1.1 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 4.6 | 20 | -1 | 8.3 | +1.0 |
NUSC | Nuveen ESG Small-Cap ETF | 4.6 | 31 | -12 | 5.6 | -1.7 |
DTD | WisdomTree U.S.Total Dividend Fund | 4.6 | 28 | -9 | 7.1 | -0.2 |
BGIG | Bahl & Gaynor Income Growth ETF | 4.5 | 45 | -26 | 5.7 | -1.6 |
SNPV | Xtrackers S&P ESG Value ETF | 4.5 | 15 | 4 | 6.2 | -1.1 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 4.5 | 50 | -31 | 7.2 | -0.1 |
MBCC | Monarch Blue Chips Core ETF | 4.4 | 125 | -106 | 3.1 | -4.2 |
JHMM | John Hancock Multifactor Mid Cap ETF | 4.4 | 42 | -23 | 7.1 | -0.2 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 4.4 | 37 | -18 | 6.1 | -1.1 |
SCHV | Schwab U.S. Large-Cap Value ETF | 4.3 | 4 | 15 | 7.1 | -0.2 |
IUSV | iShares Core S&P U.S. Value ETF | 4.3 | 4 | 15 | 6.3 | -1.0 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 4.3 | 10 | 9 | 5.8 | -1.5 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 4.3 | 28 | -9 | 6.8 | -0.5 |
IWD | iShares Russell 1000 Value ETF | 4.3 | 19 | 0 | 7.1 | -0.2 |
VONV | Vanguard Russell 1000 Value Index Fund | 4.2 | 8 | 11 | 7.2 | -0.1 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 4.2 | 61 | -42 | 8.6 | +1.4 |
NULV | Nuveen ESG Large-Cap Value ETF | 4.2 | 26 | -7 | 7.4 | +0.2 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 4.2 | 39 | -20 | 4.2 | -3.1 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 4.2 | 10 | 9 | 5.9 | -1.4 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 4.2 | 15 | 4 | 6.8 | -0.5 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 4.1 | 15 | 4 | 6.8 | -0.5 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 4.1 | 17 | 2 | 6.8 | -0.5 |
USXF | iShares ESG Advanced MSCI USA ETF | 4.1 | 10 | 9 | 5.4 | -1.8 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 4.1 | 6 | 13 | 2.0 | -5.3 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 4.1 | 60 | -41 | 7.9 | +0.6 |
IVE | iShares S&P 500 Value ETF | 4.0 | 18 | 1 | 6.0 | -1.3 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 4.0 | 81 | -62 | 3.8 | -3.5 |
VOOV | Vanguard S&P 500 Value ETF | 4.0 | 10 | 9 | 6.1 | -1.2 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 4.0 | 4 | 15 | 6.1 | -1.2 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 4.0 | 20 | -1 | 7.1 | -0.2 |
SMMD | iShares Russell 2500 ETF | 4.0 | 15 | 4 | 6.2 | -1.0 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 4.0 | 18 | 1 | 7.2 | -0.1 |
SDG | iShares Sustainable MSCI Global Impact ETF | 3.9 | 49 | -30 | 6.6 | -0.7 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 3.9 | 30 | -11 | 8.3 | +1.1 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 3.9 | 55 | -36 | 4.7 | -2.6 |
OSCV | Opus Small Cap Value Plus ETF | 3.8 | 79 | -60 | 6.4 | -0.9 |
REVS | Columbia Research Enhanced Value ETF | 3.7 | 19 | 0 | 8.1 | +0.9 |
VICE | AdvisorShares Vice ETF | 3.7 | 99 | -80 | 5.8 | -1.5 |
BJK | VanEck Gaming ETF | 3.7 | 65 | -46 | 1.7 | -5.6 |
PSC | Principal U.S. Small Cap Index ETF | 3.7 | 38 | -19 | 8.5 | +1.2 |
CLOU | Global X Cloud Computing ETF | 3.7 | 68 | -49 | 1.7 | -5.6 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 3.7 | 20 | -1 | 6.2 | -1.0 |
BMVP | Invesco Bloomberg MVP Multi-Factor ETF | 3.7 | 60 | -41 | 8.8 | +1.5 |
SMDY | Syntax Stratified MidCap ETF | 3.6 | 35 | -16 | 7.4 | +0.1 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 3.6 | 25 | -6 | 6.6 | -0.7 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 3.6 | 15 | 4 | 7.6 | +0.3 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 3.6 | 12 | 7 | 7.6 | +0.4 |
DEMZ | Advisors Inner Circle Fund III DEMZ Political Contributions | 3.6 | 45 | -26 | 4.3 | -3.0 |
TMFM | Motley Fool Mid-Cap Growth ETF | 3.6 | 85 | -66 | 3.2 | -4.1 |
STXV | Strive 1000 Value ETF | 3.5 | 18 | 1 | 8.4 | +1.1 |
HDUS | Hartford Disciplined US Equity ETF | 3.5 | 19 | 0 | 6.5 | -0.7 |
PZLD | Puzzle Divdend Leaders | 3.4 | 0 | 19 | 0.0 | -7.3 |
UDI | USCF Dividend Income Fund | 3.4 | 0 | 19 | 0.0 | -7.3 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 3.4 | 12 | 7 | 7.9 | +0.6 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 3.3 | 35 | -16 | 6.5 | -0.8 |
WCEO | Hypatia Women CEO ETF | 3.3 | 85 | -66 | 6.2 | -1.1 |
SRET | Global X SuperDividend REIT ETF | 3.3 | 59 | -40 | 9.8 | +2.6 |
CHGX | Change Finance U.S. Large Cap Fossil Fuel Free ETF | 3.2 | 49 | -30 | 5.6 | -1.7 |
GURU | Global X Guru Index ETF | 3.2 | 75 | -56 | 4.2 | -3.1 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 3.2 | 15 | 4 | 5.1 | -2.2 |
SSPY | Syntax Stratified LargeCap ETF | 3.1 | 30 | -11 | 7.0 | -0.3 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 3.1 | 38 | -19 | 10.4 | +3.1 |
STXD | Strive 1000 Dividend Growth ETF | 3.1 | 35 | -16 | 5.7 | -1.5 |
IGPT | Invesco AI and Next Gen Software ETF | 3.1 | 56 | -37 | 4.9 | -2.4 |
DIVB | iShares Core Dividend | 3.1 | 5 | 14 | 8.4 | +1.1 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 3.1 | 9 | 10 | 6.0 | -1.3 |
AIEQ | AI Powered Equity ETF | 3.0 | 75 | -56 | 4.0 | -3.3 |
HAPY | Harbor Corporate Culture Leaders ETF | 3.0 | 50 | -31 | 3.7 | -3.5 |
JEPI | JPMorgan Equity Premium Income ETF | 3.0 | 35 | -16 | 5.7 | -1.6 |
ABEQ | Absolute Core Strategy ETF | 3.0 | 85 | -66 | 4.8 | -2.5 |
CRUZ | Defiance Hotel Airline and Cruise ETF | 2.9 | 45 | -26 | -4.0 | -11.3 |
ESGV | Vanguard ESG U.S. Stock ETF | 2.9 | 9 | 10 | 5.3 | -2.0 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 2.9 | 67 | -48 | 10.9 | +3.7 |
DVND | Touchstone Dividend Select ETF | 2.8 | 67 | -48 | 6.6 | -0.7 |
VTV | Vanguard Value Index Fund | 2.8 | 4 | 15 | 7.4 | +0.2 |
DSI | iShares MSCI KLD 400 Social ETF | 2.8 | 25 | -6 | 5.5 | -1.7 |
CSML | IQ Chaikin U.S. Small Cap ETF | 2.7 | 35 | -16 | 5.7 | -1.6 |
JRNY | ALPS Global Travel Beneficiaries ETF | 2.7 | 65 | -46 | 0.6 | -6.7 |
RESP | WisdomTree US ESG Fund of Benef Interest | 2.7 | 28 | -9 | 6.2 | -1.1 |
SSLY | Syntax Stratified SmallCap ETF | 2.7 | 40 | -21 | 8.0 | +0.7 |
AFSM | First Trust Active Factor Small Cap ETF | 2.7 | 77 | -58 | 9.2 | +2.0 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 2.6 | 25 | -6 | 6.5 | -0.8 |
GK | AdvisorShares Gerber Kawasaki ETF | 2.6 | 75 | -56 | 3.1 | -4.2 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2.6 | 63 | -44 | 2.6 | -4.6 |
PRF | Invesco FTSE RAFI US 1000 ETF | 2.6 | 39 | -20 | 7.1 | -0.2 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 2.6 | 14 | 5 | 5.6 | -1.7 |
FDLO | Fidelity Low Volatility Factor ETF | 2.6 | 29 | -10 | 5.4 | -1.9 |
ROUS | Hartford Multifactor US Equity ETF | 2.6 | 19 | 0 | 6.7 | -0.6 |
JVAL | JPMorgan U.S. Value Factor ETF | 2.6 | 12 | 7 | 8.9 | +1.6 |
IQSU | IQ Candriam ESG US Equity ETF | 2.5 | 9 | 10 | 5.0 | -2.3 |
JAVA | JPMorgan Active Value ETF | 2.5 | 44 | -25 | 6.6 | -0.6 |
SUSA | iShares MSCI USA ESG Select ETF | 2.5 | 25 | -6 | 5.5 | -1.8 |
VTI | Vanguard Total Stock Market Index Fund | 2.5 | 3 | 16 | 5.4 | -1.9 |
IWV | iShares Russell 3000 ETF | 2.5 | 20 | -1 | 5.3 | -2.0 |
SCHB | Schwab U.S. Broad Market ETF | 2.5 | 3 | 16 | 5.5 | -1.8 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2.5 | 3 | 16 | 5.4 | -1.8 |
VTHR | Vanguard Russell 3000 Index Fund | 2.5 | 10 | 9 | 5.4 | -1.9 |
WDIV | SPDR Global Dividend ETF | 2.5 | 40 | -21 | 9.6 | +2.4 |
FVAL | Fidelity Value Factor ETF | 2.5 | 29 | -10 | 7.7 | +0.5 |
FLRG | Fidelity U.S. Multifactor ETF | 2.5 | 29 | -10 | 7.9 | +0.6 |
BRNY | Burney U.S. Factor Rotation ETF | 2.5 | 79 | -60 | 6.2 | -1.0 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 2.5 | 9 | 10 | 5.3 | -2.0 |
FQAL | Fidelity Quality Factor ETF | 2.5 | 29 | -10 | 5.8 | -1.5 |
SPTM | SPDR Portfolio Total Stock Market ETF | 2.5 | 3 | 16 | 5.8 | -1.5 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 2.4 | 25 | -6 | 6.2 | -1.1 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 2.4 | 17 | 2 | 7.4 | +0.2 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 2.4 | 20 | -1 | 5.3 | -1.9 |
JHML | John Hancock Multifactor Large Cap ETF | 2.4 | 29 | -10 | 6.0 | -1.3 |
FLLV | Franklin Liberty U.S. Low Volatility ETF | 2.4 | 29 | -10 | 6.0 | -1.3 |
IWB | iShares Russell 1000 ETF | 2.4 | 15 | 4 | 5.4 | -1.9 |
IYY | iShares Dow Jones U.S. ETF | 2.4 | 20 | -1 | 5.4 | -1.9 |
USMF | WisdomTree U.S. Multifactor Fund | 2.4 | 28 | -9 | 7.4 | +0.1 |
VONE | Vanguard Russell 1000 ETF | 2.4 | 8 | 11 | 5.5 | -1.8 |
SCHK | Schwab 1000 Index ETF | 2.4 | 5 | 14 | 5.6 | -1.7 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 2.4 | 80 | -61 | 5.5 | -1.8 |
XVV | iShares ESG Screened S&P 500 ETF | 2.4 | 8 | 11 | 5.5 | -1.8 |
ADME | Aptus Drawdown Managed Equity ETF | 2.4 | 79 | -60 | 4.8 | -2.5 |
RECS | Columbia Research Enhanced Core ETF | 2.3 | 15 | 4 | 6.2 | -1.1 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 2.3 | 50 | -31 | 8.8 | +1.5 |
SCHX | Schwab U.S. Large-Cap ETF | 2.3 | 3 | 16 | 5.6 | -1.7 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 2.3 | 7 | 12 | 5.6 | -1.7 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 2.3 | 59 | -40 | 3.6 | -3.7 |
ILCB | iShares Morningstar U.S. Equity ETF | 2.3 | 3 | 16 | 5.5 | -1.8 |
ILCV | iShares Morningstar Value ETF | 2.3 | 4 | 15 | 7.3 | +0.0 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 2.3 | 73 | -54 | 14.6 | +7.3 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 2.3 | 70 | -51 | 5.4 | -1.8 |
ILCG | iShares Morningstar Growth ETF | 2.3 | 4 | 15 | 4.4 | -2.9 |
MDLV | Morgan Dempsey Large Cap Value ETF | 2.3 | 58 | -39 | 9.1 | +1.8 |
TECB | iShares US Tech Breakthrough Multisector ETF | 2.3 | 40 | -21 | 4.6 | -2.7 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 2.3 | 75 | -56 | 3.7 | -3.6 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 2.3 | 59 | -40 | 7.8 | +0.6 |
ESGU | iShares MSCI USA ESG Optimized ETF | 2.3 | 15 | 4 | 5.4 | -1.8 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 2.3 | 9 | 10 | 5.5 | -1.8 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 2.3 | 48 | -29 | 5.1 | -2.2 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 2.2 | 15 | 4 | 6.9 | -0.3 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 2.2 | 25 | -6 | 6.8 | -0.5 |
VLU | SPDR S&P 1500 Value Tilt ETF | 2.2 | 12 | 7 | 7.7 | +0.4 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 2.2 | 15 | 4 | 6.8 | -0.5 |
FDMO | Fidelity Momentum Factor ETF | 2.2 | 29 | -10 | 4.2 | -3.1 |
FDRR | Fidelity Dividend ETF for Rising Rates | 2.2 | 29 | -10 | 8.1 | +0.8 |
SUSL | iShares ESG MSCI USA Leaders ETF | 2.2 | 10 | 9 | 5.5 | -1.8 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 2.2 | 20 | -1 | 5.4 | -1.9 |
RNLC | Large Cap US Equity Select ETF | 2.2 | 60 | -41 | 6.6 | -0.7 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 2.2 | 12 | 7 | 5.5 | -1.8 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 2.2 | 10 | 9 | 5.5 | -1.8 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 2.2 | 25 | -6 | 9.2 | +1.9 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 2.2 | 70 | -51 | 11.7 | +4.5 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 2.2 | 71 | -52 | 1.0 | -6.2 |
FLQS | Franklin LibertyQ U.S. Small Cap Equity ETF | 2.2 | 35 | -16 | 8.4 | +1.2 |
PBUS | Invesco PureBeta MSCI USA ETF | 2.2 | 4 | 15 | 5.5 | -1.8 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 2.2 | 11 | 8 | 5.5 | -1.8 |
SNPE | Xtrackers S&P 500 ESG ETF | 2.2 | 10 | 9 | 5.6 | -1.7 |
IVV | iShares Core S&P 500 ETF | 2.2 | 3 | 16 | 5.6 | -1.7 |
SPY | SPDR S&P 500 ETF Trust | 2.2 | 9 | 10 | 5.5 | -1.7 |
SPLG | SPDR Portfolio S&P 500 ETF | 2.2 | 2 | 17 | 5.6 | -1.7 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 2.1 | 25 | -6 | 6.8 | -0.5 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 2.1 | 2 | 17 | 5.5 | -1.8 |
VOO | VANGUARD S&P 500 ETF | 2.1 | 3 | 16 | 5.6 | -1.7 |
SHE | SPDR SSGA Gender Diversity Index ETF | 2.1 | 20 | -1 | 5.6 | -1.7 |
HAPI | Harbor Corporate Culture ETF | 2.1 | 36 | -17 | 5.1 | -2.2 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 2.1 | 52 | -33 | 8.3 | +1.0 |
VV | Vanguard Large-Cap Index Fund | 2.1 | 4 | 15 | 5.5 | -1.8 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 2.1 | 29 | -10 | 5.4 | -1.9 |
APUE | ActivePassive U.S. Equity ETF | 2.1 | 33 | -14 | 5.4 | -1.8 |
JQUA | JPMorgan U.S. Quality Factor ETF | 2.1 | 12 | 7 | 6.0 | -1.3 |
ROE | Astoria US Quality Kings ETF | 2.1 | 49 | -30 | 8.3 | +1.1 |
LEAD | Siren DIVCON Leaders Dividend ETF | 2.1 | 43 | -24 | 5.9 | -1.3 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 2.1 | 20 | -1 | 7.4 | +0.1 |
AFLG | First Trust Active Factor Large Cap ETF | 2.1 | 55 | -36 | 6.5 | -0.8 |
FDWM | Fidelity Women's Leadership ETF | 2.1 | 59 | -40 | 5.7 | -1.6 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 2.1 | 60 | -41 | 7.3 | +0.1 |
STRV | Strive 500 ETF | 2.1 | 5 | 14 | 5.5 | -1.8 |
VMAT | V-Shares MSCI World ESG Materiality and Carbon Transition ET | 2.0 | 39 | -20 | 5.1 | -2.2 |
SFY | SoFi Select 500 ETF | 2.0 | 0 | 19 | 5.4 | -1.9 |
FVD | First Trust Value Line Dividend Index Fund | 2.0 | 65 | -46 | 6.1 | -1.2 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 2.0 | 25 | -6 | 6.2 | -1.1 |
SPLV | Invesco S&P 500 Low Volatility ETF | 2.0 | 25 | -6 | 6.0 | -1.3 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 2.0 | 60 | -41 | 6.1 | -1.2 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 2.0 | 25 | -6 | 7.2 | -0.0 |
VOTE | Engine No. 1 Transform 500 ETF | 2.0 | 5 | 14 | 5.5 | -1.8 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 1.9 | 39 | -20 | 6.2 | -1.1 |
DIV | Global X SuperDividend US ETF | 1.9 | 45 | -26 | 8.9 | +1.6 |
FSST | Fidelity Sustainability U.S. Equity ETF | 1.9 | 59 | -40 | 5.5 | -1.8 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 1.9 | 7 | 12 | 5.5 | -1.8 |
YALL | God Bless America ETF | 1.9 | 65 | -46 | 3.5 | -3.8 |
DEIF | Sterling Capital Diverse Multi-Manager Active ETF | 1.9 | 65 | -46 | 5.0 | -2.3 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 1.9 | 59 | -40 | 6.1 | -1.1 |
PFM | Invesco Dividend Achievers ETF | 1.9 | 53 | -34 | 5.9 | -1.4 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 1.9 | 39 | -20 | 10.6 | +3.3 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 1.9 | 12 | 7 | 5.5 | -1.8 |
QLC | FlexShares US Quality Large Cap Index Fund | 1.8 | 25 | -6 | 5.8 | -1.5 |
STXG | Strive 1000 Growth ETF | 1.8 | 18 | 1 | 4.5 | -2.8 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 1.8 | 15 | 4 | 7.0 | -0.3 |
VNSE | Natixis Vaughan Nelson Select ETF | 1.8 | 80 | -61 | 4.2 | -3.1 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 1.8 | 59 | -40 | 8.8 | +1.5 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 1.8 | 70 | -51 | 2.4 | -4.9 |
EES | WisdomTree SmallCap Earnings Fund | 1.8 | 38 | -19 | 11.2 | +3.9 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 1.8 | 65 | -46 | 4.4 | -2.9 |
MOHR | Collaborative Investment Series Trust - Mohr Growth ETF | 1.8 | 96 | -77 | 4.5 | -2.8 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 1.8 | 15 | 4 | 6.8 | -0.5 |
RVRB | Reverb ETF | 1.8 | 30 | -11 | 5.3 | -2.0 |
WLDR | Affinity World Leaders Equity ETF | 1.8 | 67 | -48 | 8.8 | +1.5 |
ROSC | Hartford Multifactor Small Cap ETF | 1.8 | 34 | -15 | 10.3 | +3.1 |
FLV | American Century Focused Large Cap Value ETF | 1.7 | 42 | -23 | 6.5 | -0.7 |
NULC | Nuveen ESG Large-Cap ETF | 1.7 | 21 | -2 | 5.5 | -1.8 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 1.7 | 35 | -16 | 10.5 | +3.3 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 1.7 | 11 | 8 | 5.6 | -1.6 |
QUAL | iShares MSCI Usa Quality Factor ETF | 1.7 | 15 | 4 | 6.2 | -1.1 |
PRAY | FIS Biblically Responsible Risk Managed ETF | 1.7 | 69 | -50 | 6.0 | -1.3 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 1.7 | 20 | -1 | 5.4 | -1.9 |
CVAR | Cultivar ETF | 1.7 | 87 | -68 | 7.6 | +0.3 |
BUYZ | Franklin Disruptive Commerce ETF | 1.7 | 50 | -31 | 1.7 | -5.5 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 1.7 | 29 | -10 | 6.8 | -0.5 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 1.6 | 29 | -10 | 7.0 | -0.2 |
VDNI | V-Shares US Leadership Diversity ETF | 1.6 | 29 | -10 | 5.7 | -1.6 |
OALC | OneAscent Large Cap Core ETF | 1.6 | 82 | -63 | 6.7 | -0.6 |
GDEF | Goldman Sachs Defensive Equity ETF | 1.6 | 55 | -36 | 5.2 | -2.1 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.6 | 9 | 10 | 5.7 | -1.6 |
IWX | iShares Russell Top 200 Value ETF | 1.6 | 20 | -1 | 7.0 | -0.3 |
QLV | FlexShares US Quality Low Volatility Index Fund | 1.6 | 22 | -3 | 5.1 | -2.1 |
ACVF | American Conservative Values ETF | 1.6 | 75 | -56 | 4.8 | -2.4 |
ISHP | First Trust S-Network E-Commerce ETF | 1.6 | 60 | -41 | 3.6 | -3.7 |
RAFE | PIMCO RAFI ESG U.S. ETF | 1.6 | 29 | -10 | 7.5 | +0.2 |
VSLU | Applied Finance Valuation Large Cap ETF | 1.6 | 49 | -30 | 6.4 | -0.9 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 1.6 | 25 | -6 | 7.3 | -0.0 |
VUG | Vanguard Growth Index Fund | 1.6 | 4 | 15 | 4.5 | -2.8 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 1.5 | 9 | 10 | 6.3 | -0.9 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 1.5 | 60 | -41 | 7.3 | +0.0 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 1.5 | 59 | -40 | 3.5 | -3.8 |
NTZG | Nuveen Global Net Zero Transition ETF | 1.5 | 55 | -36 | 5.2 | -2.1 |
SDIV | Global X SuperDividend ETF | 1.5 | 58 | -39 | 16.3 | +9.0 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 1.5 | 18 | 1 | 6.3 | -1.0 |
TOK | iShares MSCI Kokusai ETF | 1.5 | 25 | -6 | 5.4 | -1.8 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 1.5 | 49 | -30 | 4.9 | -2.3 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.4 | 9 | 10 | 5.7 | -1.6 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 1.4 | 12 | 7 | 5.0 | -2.3 |
URTH | iShares MSCI World ETF | 1.4 | 24 | -5 | 5.5 | -1.8 |
GLRY | Inspire Faithward Mid Cap Momentum ESG ETF | 1.4 | 80 | -61 | 7.1 | -0.1 |
EPS | WisdomTree U.S. Earnings 500 Fund | 1.4 | 8 | 11 | 6.8 | -0.4 |
OCEN | IQ Clean Oceans ETF | 1.4 | 45 | -26 | 5.6 | -1.6 |
UPWD | JPMorgan Social Advancement ETF | 1.4 | 49 | -30 | 4.8 | -2.4 |
VUSE | Vident Core US Equity Fund | 1.4 | 50 | -31 | 5.9 | -1.4 |
SIXA | 6 Meridian Mega Cap Equity ETF | 1.4 | 80 | -61 | 6.9 | -0.3 |
EGUS | iShares ESG Aware MSCI USA Growth ETF | 1.4 | 15 | 4 | 4.7 | -2.6 |
VT | Vanguard Total World Stock ETF | 1.3 | 7 | 12 | 5.2 | -2.1 |
CGUS | Capital Group Core Equity ETF | 1.3 | 33 | -14 | 5.3 | -2.0 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 1.3 | 32 | -13 | 5.3 | -2.0 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 1.3 | 75 | -56 | 3.0 | -4.2 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 1.3 | 75 | -56 | 5.2 | -2.1 |
DFND | Siren DIVCON Dividend Defender ETF | 1.3 | 189 | -170 | 5.0 | -2.3 |
GSPY | Gotham Enhanced 500 ETF | 1.3 | 50 | -31 | 5.8 | -1.5 |
WKLY | SoFi Weekly Dividend ETF | 1.3 | 49 | -30 | 7.7 | +0.5 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 1.3 | 8 | 11 | 6.2 | -1.1 |
ACWI | iShares MSCI ACWI ETF | 1.2 | 32 | -13 | 5.6 | -1.6 |
CACG | ClearBridge All Cap Growth ETF | 1.2 | 54 | -35 | 3.6 | -3.7 |
QDIV | Global X S&P 500 Quality Dividend ETF | 1.2 | 20 | -1 | 9.2 | +2.0 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 1.2 | 75 | -56 | 4.1 | -3.2 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 1.2 | 49 | -30 | 5.4 | -1.9 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 1.2 | 75 | -56 | 6.4 | -0.8 |
IWP | iShares Russell Mid-Cap Growth ETF | 1.2 | 23 | -4 | 3.9 | -3.4 |
MGV | Vanguard Mega Cap Value ETF | 1.2 | 7 | 12 | 7.2 | -0.1 |
EQUL | IQ Engender Equality ETF | 1.2 | 45 | -26 | 6.5 | -0.8 |
FMIL | Fidelity New Millennium ETF | 1.2 | 59 | -40 | 4.4 | -2.9 |
SVAL | iShares US Small Cap Value Factor ETF | 1.2 | 20 | -1 | 11.6 | +4.3 |
MGK | Vanguard Mega Cap Growth ETF | 1.2 | 7 | 12 | 4.5 | -2.7 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 1.2 | 39 | -20 | 9.2 | +1.9 |
MGC | Vanguard Mega Cap Index Fund | 1.1 | 7 | 12 | 5.3 | -2.0 |
TMFC | Motley Fool 100 Index ETF | 1.1 | 50 | -31 | 4.2 | -3.1 |
IWL | iShares Russell Top 200 ETF | 1.1 | 15 | 4 | 5.2 | -2.0 |
HLGE | Hartford Longevity Economy ETF | 1.1 | 44 | -25 | 6.9 | -0.4 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 1.1 | 0 | 19 | 5.4 | -1.9 |
MGMT | Ballast Small/Mid Cap ETF | 1.1 | 110 | -91 | 7.6 | +0.3 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.1 | 20 | -1 | 5.9 | -1.4 |
DTEC | ALPS Disruptive Technologies ETF | 1.1 | 50 | -31 | 3.7 | -3.6 |
IWO | iShares Russell 2000 Growth ETF | 1.1 | 24 | -5 | 1.2 | -6.1 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 1.0 | 15 | 4 | 1.3 | -6.0 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 1.0 | 28 | -9 | 6.1 | -1.2 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 1.0 | 90 | -71 | 8.1 | +0.8 |
KRMA | Global X Conscious Companies ETF | 1.0 | 43 | -24 | 5.8 | -1.5 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 1.0 | 38 | -19 | 7.8 | +0.5 |
PFI | Invesco DWA Financial Momentum ETF | 1.0 | 60 | -41 | 8.6 | +1.3 |
PEXL | Pacer US Export Leaders ETF | 1.0 | 60 | -41 | 5.3 | -2.0 |
IETC | iShares Evolved U.S. Technology ETF | 1.0 | 18 | 1 | 4.8 | -2.4 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 1.0 | 60 | -41 | 4.7 | -2.6 |
SMCP | AlphaMark Actively Managed Small Cap ETF | 0.9 | 90 | -71 | 0.0 | -7.3 |
BUZZ | VanEck Social Sentiment ETF | 0.9 | 75 | -56 | 1.9 | -5.4 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 0.9 | 42 | -23 | 5.4 | -1.9 |
HKND | Humankind US Stock ETF | 0.9 | 11 | 8 | 6.7 | -0.5 |
DIP | BTD Capital Fund | 0.9 | 129 | -110 | 6.2 | -1.0 |
SPGP | Invesco S&P 500 GARP ETF | 0.9 | 36 | -17 | 8.9 | +1.6 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 0.9 | 50 | -31 | 3.2 | -4.1 |
VONG | Vanguard Russell 1000 Growth Index Fund | 0.8 | 8 | 11 | 5.0 | -2.2 |
IWF | iShares Russell 1000 Growth ETF | 0.8 | 19 | 0 | 4.9 | -2.4 |
VLUE | iShares MSCI USA Value Factor ETF | 0.8 | 15 | 4 | 11.4 | +4.1 |
AUSF | Global X Adaptive U.S. Factor ETF | 0.8 | 27 | -8 | 5.8 | -1.5 |
IUSG | iShares Core S&P US Growth ETF | 0.8 | 4 | 15 | 5.7 | -1.6 |
SPHB | Invesco S&P 500 High Beta ETF | 0.8 | 25 | -6 | 5.8 | -1.5 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 0.8 | 55 | -36 | 5.3 | -2.0 |
JOET | Virtus Terranova US Quality Momentum ETF | 0.8 | 29 | -10 | 6.1 | -1.2 |
FOVL | iShares Focused Value Factor ETF | 0.8 | 25 | -6 | 10.9 | +3.6 |
IWY | iShares Russell Top 200 Growth ETF | 0.8 | 20 | -1 | 5.1 | -2.2 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.8 | 30 | -11 | 9.4 | +2.1 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 0.8 | 60 | -41 | 7.4 | +0.1 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.8 | 15 | 4 | 6.3 | -1.0 |
DIVD | Altrius Global Dividend ETF | 0.7 | 49 | -30 | 10.1 | +2.9 |
SIXS | 6 Meridian Small Cap Equity ETF | 0.7 | 89 | -70 | 8.6 | +1.3 |
IWC | iShares Micro-Cap ETF | 0.7 | 60 | -41 | -5.2 | -12.5 |
DGT | SPDR Global Dow ETF | 0.7 | 50 | -31 | 6.4 | -0.9 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 0.7 | 21 | -2 | 4.1 | -3.2 |
KOCG | FIS Knights of Columbus Global Belief ETF | 0.7 | 75 | -56 | 5.2 | -2.0 |
XT | iShares Exponential Technologies ETF | 0.7 | 46 | -27 | 3.5 | -3.8 |
MVPS | Amplify Thematic All-Stars ETF | 0.7 | 49 | -30 | 2.0 | -5.3 |
TMDV | ProShares Russell US Dividend Growers ETF | 0.7 | 35 | -16 | 6.6 | -0.6 |
RWL | Invesco S&P 500 Revenue ETF | 0.7 | 39 | -20 | 7.1 | -0.2 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 0.6 | 40 | -21 | 6.9 | -0.4 |
IVW | iShares S&P 500 Growth ETF | 0.6 | 18 | 1 | 5.5 | -1.7 |
VOOG | Vanguard S&P 500 Growth ETF | 0.6 | 10 | 9 | 5.6 | -1.7 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.6 | 4 | 15 | 5.7 | -1.6 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 0.6 | 30 | -11 | 4.8 | -2.5 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 0.6 | 40 | -21 | 7.5 | +0.2 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 0.6 | 39 | -20 | 9.0 | +1.7 |
HLAL | Wahed FTSE USA Shariah ETF | 0.6 | 50 | -31 | 5.2 | -2.1 |
FLOW | Global X U.S. Cash Flow Kings 100 ETF | 0.6 | 25 | -6 | 12.1 | +4.8 |
METV | Roundhill Ball Metaverse ETF | 0.6 | 59 | -40 | 3.9 | -3.4 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.6 | 19 | 0 | 6.9 | -0.4 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 0.6 | 15 | 4 | 5.3 | -2.0 |
TMFS | Motley Fool Small Cap Growth ETF | 0.6 | 85 | -66 | 2.6 | -4.7 |
SPHQ | Invesco S&P 500 Quality ETF | 0.5 | 15 | 4 | 5.8 | -1.4 |
TMFX | Motley Fool Next Index ETF | 0.5 | 50 | -31 | 3.2 | -4.1 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 0.5 | 75 | -56 | 4.3 | -3.0 |
USVT | US Value ETF | 0.5 | 49 | -30 | 11.9 | +4.6 |
OEF | iShares S&P 100 ETF | 0.5 | 20 | -1 | 5.2 | -2.1 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.5 | 4 | 15 | 4.6 | -2.7 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 0.5 | 35 | -16 | 11.2 | +3.9 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.4 | 30 | -11 | 6.1 | -1.2 |
CSMD | Congress SMid Growth ETF | 0.4 | 69 | -50 | 4.5 | -2.8 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 0.4 | 30 | -11 | 11.1 | +3.8 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.4 | 30 | -11 | 10.1 | +2.8 |
NULG | Nuveen ESG Large-Cap Growth ETF | 0.4 | 26 | -7 | 4.5 | -2.8 |
CSD | Invesco S&P Spin-Off ETF | 0.4 | 65 | -46 | 7.5 | +0.2 |
IOO | iShares Global 100 ETF | 0.4 | 41 | -22 | 4.8 | -2.4 |
WTV | WisdomTree US Value Fund | 0.4 | 12 | 7 | 9.2 | +1.9 |
IEDI | iShares Evolved U.S. Discretionary Spending ETF | 0.4 | 18 | 1 | 5.1 | -2.2 |
QGRW | WisdomTree U.S. Quality Growth Fund | 0.4 | 28 | -9 | 5.4 | -1.9 |
FPX | First Trust US IPO Index Fund | 0.4 | 61 | -42 | -0.6 | -7.9 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.3 | 25 | -6 | 6.2 | -1.1 |
IUS | Invesco Strategic US ETF | 0.3 | 19 | 0 | 7.7 | +0.4 |
PKW | Invesco Buyback Achievers ETF | 0.3 | 64 | -45 | 7.9 | +0.7 |
XSMO | Invesco S&P SmallCap Momentum ETF | 0.2 | 39 | -20 | 6.8 | -0.5 |
DWAS | Invesco DWA SmallCap Momentum ETF | 0.2 | 60 | -41 | 1.1 | -6.2 |
HELX | Franklin Genomic Advancements ETF | 0.2 | 50 | -31 | 1.9 | -5.4 |
SQEW | LeaderShares Equity Skew ETF | 0.2 | 75 | -56 | 4.9 | -2.4 |
MJ | ETFMG Alternative Harvest ETF | 0.2 | 75 | -56 | -111.8 | -119.1 |
TOKE | Cambria Cannabis ETF | 0.2 | 42 | -23 | -29.5 | -36.8 |
CNBS | Amplify Seymour Cannabis ETF | 0.2 | 75 | -56 | -50.1 | -57.3 |
MJUS | ETFMG U.S. Alternative Harvest ETF | 0.2 | 75 | -56 | 2.9 | -4.4 |
THCX | The Cannabis ETF | 0.2 | 75 | -56 | -65.0 | -72.3 |
YOLO | AdvisorShares Pure Cannabis ETF | 0.2 | 103 | -84 | -46.4 | -53.7 |
POTX | Global X Cannabis ETF | 0.2 | 51 | -32 | -139.5 | -146.8 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 0.2 | 13 | 6 | 5.9 | -1.4 |
SPMO | Invesco S&P 500 Momentum ETF | 0.2 | 13 | 6 | 4.7 | -2.6 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 0.2 | 60 | -41 | 4.7 | -2.5 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 0.2 | 13 | 6 | 10.8 | +3.5 |
FBCG | Fidelity Blue Chip Growth ETF | 0.2 | 59 | -40 | 2.4 | -4.9 |
USMV | iShares Edge MSCI Min Vol USA ETF | 0.1 | 15 | 4 | 6.1 | -1.2 |
XSVM | Invesco S&P SmallCap Value with Momentum ETF | 0.1 | 39 | -20 | 11.4 | +4.1 |
DGRS | WisdomTree US SmallCap Quality Dividend Growth Fund | 0.1 | 38 | -19 | 10.4 | +3.1 |
FDM | First Trust Dow Jones Select Microcap Index Fund | 0.1 | 60 | -41 | 7.7 | +0.4 |
GLOF | iShares Global Equity Factor ETF | 0.1 | 20 | -1 | 7.2 | -0.1 |
TDVG | T. Rowe Price Dividend Growth ETF | 0.0 | 50 | -31 | 5.9 | -1.4 |
TEQI | T. Rowe Price Equity Income ETF | 0.0 | 54 | -35 | 4.8 | -2.4 |
DFSU | Dimensional US Sustainability Core 1 ETF | 0.0 | 18 | 1 | 6.0 | -1.3 |
DFIC | Dimensional International Core Equity 2 ETF | 0.0 | 23 | -4 | 7.1 | -0.2 |
PSP | Invesco Global Listed Private Equity ETF | 0.0 | 144 | -125 | 11.0 | +3.7 |
DFAS | Dimensional U.S. Small Cap ETF | 0.0 | 26 | -7 | 6.3 | -1.0 |
DFSV | Dimensional US Small Cap Value ETF | 0.0 | 31 | -12 | 9.1 | +1.8 |
DFIS | Dimensional International Small Cap ETF | 0.0 | 39 | -20 | 6.6 | -0.7 |
CGRO | CoreValues Alpha Greater China Growth ETF | 0.0 | 75 | -56 | 3.0 | -4.2 |
DFAT | Dimensional U.S. Targeted Value ETF | 0.0 | 28 | -9 | 8.7 | +1.4 |
DFIV | Dimensional International Value ETF | 0.0 | 27 | -8 | 9.4 | +2.1 |
DFAU | Dimensional US Core Equity Market ETF | 0.0 | 12 | 7 | 5.7 | -1.6 |
DEHP | Dimensional Emerging Markets High Profitability ETF | 0.0 | 41 | -22 | 6.9 | -0.3 |
DFLV | Dimensional US Large Cap Value ETF | 0.0 | 22 | -3 | 8.6 | +1.4 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 0.0 | 30 | -11 | 7.5 | +0.3 |
DIHP | Dimensional International High Profitability ETF | 0.0 | 29 | -10 | 6.7 | -0.6 |
DFSE | Dimensional Emerging Markets Sustainability Core 1 ETF | 0.0 | 41 | -22 | 7.8 | +0.5 |
DFEM | Dimensional Emerging Markets Core Equity 2 ETF | 0.0 | 38 | -19 | 7.9 | +0.7 |
DISV | Dimensional International Small Cap Value ETF | 0.0 | 42 | -23 | 9.6 | +2.3 |
DFAE | Dimensional Emerging Core Equity Market ETF | 0.0 | 35 | -16 | 7.6 | +0.3 |
DFSI | Dimensional International Sustainability Core 1 ETF | 0.0 | 24 | -5 | 6.1 | -1.1 |
DFEV | Dimensional Emerging Markets Value ETF | 0.0 | 43 | -24 | 11.0 | +3.7 |
DUHP | Dimensional US High Profitability ETF | 0.0 | 21 | -2 | 7.6 | +0.3 |
DFAI | Dimensional International Core Equity Market ETF | 0.0 | 18 | 1 | 6.6 | -0.7 |
DFUS | Dimensional U.S. Equity ETF | 0.0 | 9 | 10 | 5.5 | -1.8 |
DFUV | Dimensional US Marketwide Value ETF | 0.0 | 22 | -3 | 8.2 | +0.9 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 0.0 | 17 | 2 | 6.0 | -1.3 |
ARB | AltShares Merger Arbitrage ETF | -6.5 | 77 | -58 | -0.4 | -7.7 |
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%.
Content on this tab for subscribers only**
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 |
Content on this tab for subscribers only
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: |
OVERWEIGHT |
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals. |
ALTAR Score™
|
MODERN PORTFOLIO THEORY
![]() |
CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
|