WisdomTree US Smallcap Quality Dividend Growth Fund
ALTAR
Score™		 10.1% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 13.8x P/Sales
ratio		 0.8x
P/BV
ratio		 1.6x Div.
yield		 2.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WisdomTree U.S SmallCap Dividend Growth Fund is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond to the WisdomTree U.S. SmallCap Dividend Growth Index. The Fund invests in dividend-paying, small capitalization companies with growth characteristics that are incorporated in the United States.

FUND BASICS
Category US Equities
Fund Sponsor WisdomTree Asset Management In
Website www.wisdomtree.com
Inception date Jul 25, 2013
Assets (mns) $425
Currency USD
Expense ratio 38 bp
Distributions Monthly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian WisdomTree Asset Management Inc
Weighting Dividend
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 220
Wgt avg mkt cap (mns) $2,163
Large cap (>$10bn) 0.0%
Mid cap ($2-10bn) 61.3%
Small cap (<$2bn) 37.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
WESTERN UNION CO 2.6 %
MANPOWER INC 2.3 %
PATTERSON COS INC 2.0 %
ARCHROCK INC. 1.8 %
POLARIS INDUSTRIES INC 1.7 %
VICTORY CAPITAL HOLDING - A 1.6 %
INSPERITY INC 1.6 %
LCI INDUSTRIES 1.6 %
INTER PARFUMS INC 1.5 %
CRANE HOLDINGS, CO. 1.5 %
Total 18.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.7 %
PUERTO RICO 0.3 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-9.1% -0.5% 11.6% 7.1% 7.7%

Market Correlations
versus... Beta R-squared
S&P500 1.21 66%
MSCI EAFE 1.02 49%
MSCI Emg. Mkts. 0.62 19%

Technical Indicators
Recent close $48.73
30d moving avg. $46.07
Annualized volatility 24.0%
Short interest (ETF) 0.1%
Short interest (Underlying) 5.3%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 29
Turnover 0.3%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $2,624

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 546 potential alternatives to the WisdomTree US Smallcap Quality Dividend Growth Fund ETF based on the alternatives' overlap in portfolio holdings with DGRS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: DGRS Expense: 38 bp ALTAR Score™: 10.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH DGRS
Ticker Fund
Name		 Overlap1
vs DGRS
(%)		 Expense
ratio
(bp)		 Savings
vs DGRS
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs DGRS
(%)
DES WisdomTree U.S. SmallCap Dividend Fund 34.3 38 0 9.4 -0.7
ROSC Hartford Multifactor Small Cap ETF 23.6 34 4 9.8 -0.3
EES WisdomTree U.S. SmallCap Fund 23.1 38 0 9.1 -1.0
FYT First Trust Small Cap Value AlphaDEX Fund 21.2 73 -35 11.2 +1.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 21.1 35 3 9.8 -0.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 21.0 35 3 9.3 -0.8
AVSC Avantis U.S Small Cap Equity ETF 20.6 25 13 6.0 -4.1
TPSC Timothy Plan US Small Cap Core ETF 19.4 52 -14 7.0 -3.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 19.3 35 3 7.8 -2.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 19.1 12 26 7.5 -2.6
SQLV Royce Quant Small-Cap Quality Value ETF 19.0 60 -22 9.8 -0.3
FYX First Trust Small Cap Core AlphaDEX Fund 18.4 61 -23 6.4 -3.7
AVUV Avantis U.S. Small Cap Value ETF 18.1 25 13 10.2 +0.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 17.9 29 9 8.7 -1.4
IJS iShares S&P Small-Cap 600 Value ETF 16.1 18 20 10.2 +0.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 15.7 15 23 8.0 -2.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 15.4 10 28 10.2 +0.1
SLYV SPDR S&P 600 Small Cap Value ETF 15.2 15 23 10.2 +0.1
IJR iShares Core S&P Small Cap ETF 15.0 6 32 7.9 -2.2
ISMD Inspire Small/Mid Cap ETF 14.8 54 -16 6.1 -4.0
XJR iShares ESG Screened S&P Small-Cap ETF 14.7 12 26 7.5 -2.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 14.6 9 29 4.5 -5.6
SVAL iShares US Small Cap Value Factor ETF 14.3 20 18 10.7 +0.6
VIOO Vanguard S&P Small-Cap 600 ETF 14.3 7 31 7.8 -2.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 14.2 3 35 7.9 -2.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 13.8 39 -1 9.6 -0.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 13.7 20 18 6.0 -4.1
ESIX SPDR S&P SmallCap 600 ESG ETF 13.7 12 26 8.2 -1.9
XSHQ Invesco S&P SmallCap Quality ETF 13.4 29 9 8.2 -1.9
BSVO EA Bridgeway Omni Small-Cap Value ETF 13.4 47 -9 9.3 -0.8
DSMC Distillate Small/Mid Cash Flow ETF 13.2 55 -17 12.7 +2.6
SMDV ProShares Russell 2000 Dividend Growers ETF 13.2 40 -2 7.4 -2.7
IJT iShares S&P Small-Cap 600 Growth ETF 12.6 18 20 5.6 -4.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 12.2 10 28 5.7 -4.4
SLYG SPDR S&P 600 Small Cap Growth ETF 12.2 15 23 5.7 -4.4
XSLV Invesco S&P SmallCap Low Volatility ETF 12.2 25 13 7.5 -2.6
PSC Principal U.S. Small-Cap ETF 11.9 38 0 6.9 -3.2
FESM Fidelity Enhanced Small Cap ETF 11.9 28 10 7.8 -2.3
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 11.8 29 9 10.5 +0.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 11.5 39 -1 6.6 -3.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 11.4 30 8 13.0 +2.9
AFSM First Trust Active Factor Small Cap ETF 11.3 75 -37 7.7 -2.4
FNDA Schwab Fundamental US Small Co. Index ETF 11.0 25 13 8.0 -2.1
RSSL Global X Russell 2000 ETF 11.0 8 30 4.5 -5.6
PSCI Invesco S&P SmallCap Industrials ETF 10.8 29 9 5.5 -4.6
HAPS Harbor Human Capital Factor US Small Cap ETF 10.8 60 -22 4.2 -5.9
VTWG Vanguard Russell 2000 Growth ETF 10.7 10 28 1.5 -8.6
DFAT Dimensional U.S. Targeted Value ETF 10.5 28 10 9.5 -0.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 10.5 39 -1 6.1 -4.0
IWO iShares Russell 2000 Growth ETF 10.5 24 14 1.4 -8.7
VTWO Vanguard Russell 2000 ETF 10.4 7 31 4.6 -5.5
IWM iShares Russell 2000 ETF 10.4 19 19 4.6 -5.5
BKSE BNY Mellon US Small Cap Core Equity ETF 10.3 4 34 6.2 -3.9
IWN iShares Russell 2000 Value ETF 10.2 24 14 7.8 -2.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 10.2 35 3 10.6 +0.5
VTWV Vanguard Russell 2000 Value ETF 10.2 10 28 7.9 -2.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 9.8 60 -22 2.1 -8.0
IWC iShares Micro-Cap ETF 9.4 60 -22 -0.6 -10.7
FYC First Trust Small Cap Growth AlphaDEX Fund 9.3 71 -33 0.5 -9.6
DFSV Dimensional US Small Cap Value ETF 9.0 31 7 10.4 +0.3
DEEP Roundhill Acquirers Deep Value ETF 8.9 80 -42 17.5 +7.4
DFAS Dimensional U.S. Small Cap ETF 8.9 26 12 6.6 -3.5
STXK Strive Small-Cap ETF 8.6 18 20 6.2 -3.9
SYLD Cambria Shareholder Yield ETF 8.6 59 -21 11.7 +1.6
XSVM Invesco S&P SmallCap Value with Momentum ETF 8.3 36 2 11.9 +1.9
QABA First Trust NASDAQ ABA Community Bank Index Fund 8.2 60 -22 8.9 -1.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 8.1 60 -22 8.3 -1.8
JSML Janus Henderson Small Cap Growth Alpha ETF 8.0 30 8 8.3 -1.8
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 7.7 59 -21 6.4 -3.7
FSMD Fidelity Small-Mid Multifactor ETF 7.7 15 23 7.2 -2.9
SURE AdvisorShares Insiders Advantage ETF 7.5 90 -52 10.2 +0.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 7.4 48 -10 8.2 -1.9
SCHA Schwab U.S. Small-Cap ETF 7.4 4 34 6.3 -3.8
XSMO Invesco S&P SmallCap Momentum ETF 7.3 39 -1 5.8 -4.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 7.3 25 13 8.1 -2.0
PSCF Invesco S&P SmallCap Financials ETF 7.2 29 9 9.5 -0.6
NUSC Nuveen ESG Small-Cap ETF 7.2 31 7 5.5 -4.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 7.1 35 3 7.2 -2.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 7.0 35 3 10.6 +0.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 6.8 35 3 4.2 -5.9
WBIY WBI Power Factor High Dividend ETF 6.6 100 -62 15.2 +5.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 6.6 55 -17 10.3 +0.2
CALF Pacer US Small Cap Cash Cows 100 ETF 6.5 59 -21 11.1 +1.0
BFOR ALPS Barron's 400 ETF 6.5 65 -27 6.0 -4.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 6.4 24 14 7.9 -2.2
SIXS ETC 6 Meridian Small Cap Equity ETF 6.3 89 -51 10.2 +0.1
ISCV iShares Morningstar Small Cap Value ETF 6.3 6 32 9.4 -0.7
VFMF Vanguard U.S. Multifactor ETF 6.1 18 20 8.2 -1.9
SCDV Bahl & Gaynor Small Cap Dividend ETF 5.9 70 -32 4.7 -5.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 5.9 49 -11 11.9 +1.8
SRHQ SRH U.S. Quality ETF 5.8 35 3 7.6 -2.5
SMLF iShares U.S. SmallCap Equity Factor ETF 5.8 15 23 6.3 -3.8
FDM First Trust Dow Jones Select MicroCap Index Fund 5.7 60 -22 7.6 -2.5
RFV Invesco S&P Midcap 400 Pure Value ETF 5.7 35 3 13.2 +3.1
ETHO Etho Climate Leadership U.S. ETF 5.6 47 -9 5.4 -4.7
FDLS Inspire Fidelis Multi Factor ETF 5.6 76 -38 5.3 -4.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 5.5 17 21 5.9 -4.2
RNSC Furst Trust Small Cap US Equity Select ETF 5.5 60 -22 6.1 -4.0
ISCB iShares Morningstar Small-Cap ETF 5.5 4 34 6.2 -3.9
NIXT Research Affiliates Deletions ETF 5.4 9 29 8.9 -1.2
SIXL ETC 6 Meridian Low Beta Equity ETF 5.4 80 -42 6.1 -4.0
VBR Vanguard Small Cap Value ETF 5.2 7 31 9.2 -0.9
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 5.1 55 -17 4.9 -5.2
RNMC First Trust Mid Cap US Equity Select ETF 5.1 60 -22 6.4 -3.7
FSCS First Trust SMID Capital Strength ETF 5.1 60 -22 7.0 -3.1
PSCC Invesco S&P SmallCap Consumer Staples ETF 5.0 29 9 7.8 -2.3
PSCM Invesco S&P SmallCap Materials ETF 4.8 29 9 13.1 +3.0
FAB First Trust Multi Cap Value AlphaDEX Fund 4.8 67 -29 10.1 +0.0
VFVA Vanguard U.S. Value Factor ETF 4.8 13 25 11.2 +1.1
VFQY Vanguard U.S. Quality Factor ETF 4.8 13 25 6.4 -3.7
ISCG iShares Morningstar Small-Cap Growth ETF 4.7 6 32 2.9 -7.2
AFMC First Trust Active Factor Mid Cap ETF 4.5 65 -27 8.9 -1.2
ABLS Abacus FCF Small Cap Leaders ETF 4.5 59 -21 6.4 -3.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.5 95 -57 0.6 -9.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 4.5 43 -5 6.3 -3.8
ALIL Argent Focused Small Cap ETF 4.4 74 -36 7.1 -3.0
PSCE Invesco S&P SmallCap Energy ETF 4.4 29 9 11.9 +1.8
GVLU Gotham 1000 Value ETF 4.3 50 -12 8.9 -1.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 4.3 80 -42 8.1 -2.0
VXF Vanguard Extended Market ETF 4.3 5 33 4.8 -5.3
KCE SPDR S&P Capital Markets ETF 4.2 35 3 5.7 -4.4
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 4.1 60 -22 6.7 -3.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 4.0 61 -23 7.5 -2.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 4.0 52 -14 6.6 -3.5
XES SPDR S&P Oil & Gas Equipment & Services ETF 4.0 35 3 3.4 -6.7
DXUV Dimensional US Vector Equity ETF 4.0 28 10 6.3 -3.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 3.9 20 18 6.0 -4.1
KBE SPDR S&P Bank ETF 3.9 35 3 9.5 -0.6
MGMT Ballast Small/Mid Cap ETF 3.9 110 -72 9.0 -1.1
KRE SPDR S&P Regional Banking ETF 3.8 35 3 9.8 -0.3
VB Vanguard Small-Cap ETF 3.7 5 33 6.2 -3.9
IEZ iShares U.S. Oil Equipment & Services ETF 3.6 40 -2 5.1 -5.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.6 40 -2 7.2 -2.9
XRT SPDR S&P Retail ETF 3.6 35 3 8.6 -1.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.6 64 -26 2.4 -7.7
ECML Euclidean Fundamental Value ETF 3.5 95 -57 12.2 +2.2
CVY Invesco Zacks Multi-Asset Income ETF 3.5 106 -68 11.9 +1.8
SMCF Themes US Small Cap Cash Flow Champions ETF 3.4 29 9 12.6 +2.5
VFMO Vanguard U.S. Momentum Factor ETF 3.4 13 25 3.2 -6.9
IFRA iShares U.S. Infrastructure ETF 3.4 30 8 6.2 -3.9
OSCV Opus Small Cap Value ETF 3.3 79 -41 6.7 -3.4
PAVE Global X U.S. Infrastructure Development ETF 3.3 47 -9 5.6 -4.5
AZTD Aztlan Global Stock Selection DM SMID ETF 3.2 75 -37 7.7 -2.4
MADE iShares U.S. Manufacturing ETF 3.2 40 -2 5.1 -5.0
AIRR First Trust RBA American Industrial Renaissance ETF 3.2 70 -32 5.5 -4.6
VAMO Cambria Value & Momentum ETF 3.2 61 -23 6.3 -3.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.1 60 -22 6.1 -4.0
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.1 60 -22 6.6 -3.5
PEY Invesco High Yield Equity Dividend Achievers ETF 3.0 52 -14 9.9 -0.2
FVD First Trust Value Line Dividend Index Fund 2.9 65 -27 6.3 -3.8
RWK Invesco S&P MidCap 400 Revenue ETF 2.9 39 -1 9.6 -0.5
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.8 61 -23 6.6 -3.5
KBWR Invesco KBW Regional Banking ETF 2.8 35 3 9.6 -0.5
LQPE PEO AlphaQuest Thematic PE ETF 2.8 125 -87 5.3 -4.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.7 30 8 6.8 -3.3
EZM WisdomTree U.S. MidCap Fund 2.7 38 0 9.3 -0.8
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 2.6 59 -21 4.5 -5.6
PFI Invesco Dorsey Wright Financial Momentum ETF 2.6 60 -22 6.5 -3.6
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 2.5 29 9 4.6 -5.5
WCEO Hypatia Women CEO ETF 2.5 85 -47 4.4 -5.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.5 52 -14 6.3 -3.8
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.4 60 -22 3.7 -6.4
KBWD Invesco KBW High Dividend Yield Financial ETF 2.4 384 -346 13.3 +3.2
IJJ iShares S&P Mid-Cap 400 Value ETF 2.4 18 20 8.9 -1.2
HWAY Themes US Infrastructure ETF 2.3 29 9 6.5 -3.6
PSCT Invesco S&P SmallCap Information Technology ETF 2.3 29 9 5.5 -4.6
MDYV SPDR S&P 400 Mid Cap Value ETF 2.3 15 23 8.9 -1.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.3 10 28 8.9 -1.2
TPYP Tortoise North American Pipeline Fund 2.3 40 -2 5.8 -4.3
LST Leuthold Select Industries ETF 2.3 91 -53 5.5 -4.6
ABLD Abacus FCF Real Assets Leaders ETF 2.2 69 -31 7.0 -3.1
HOMZ Hoya Capital Housing ETF 2.1 30 8 8.8 -1.3
IPDP Dividend Performers ETF 2.1 122 -84 5.1 -5.0
PXI Invesco Dorsey Wright Energy Momentum ETF 2.1 60 -22 7.3 -2.8
FFOX FundX Future Fund Opportunities ETF 2.1 100 -62 4.4 -5.7
DIV Global X SuperDividend US ETF 2.1 45 -7 11.8 +1.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.1 70 -32 3.1 -7.0
SIXG Defiance Connective Technologies ETF 2.1 30 8 3.9 -6.2
DHS WisdomTree U.S. High Dividend Fund 2.0 38 0 8.2 -1.9
FIDU Fidelity MSCI Industrial Index ETF 1.9 8 30 4.5 -5.6
OIH VanEck Oil Services ETF 1.9 35 3 4.9 -5.2
PXJ Invesco Oil & Gas Services ETF 1.9 63 -25 6.3 -3.8
SAGP Strategas Global Policy Opportunities ETF 1.9 65 -27 5.2 -4.9
CCNR ALPS CoreCommodity Natural Resources ETF 1.9 39 -1 11.4 +1.3
FITE SPDR S&P Kensho Future Security ETF 1.9 45 -7 2.2 -7.9
XMHQ Invesco S&P MidCap Quality ETF 1.9 25 13 7.3 -2.8
VAW Vanguard Materials ETF 1.9 9 29 6.2 -3.9
ROKT SPDR S&P Kensho Final Frontiers ETF 1.9 45 -7 2.1 -8.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.9 56 -18 6.4 -3.7
HLGE Hartford Longevity Economy ETF 1.8 44 -6 6.5 -3.6
AVSU Avantis Responsible U.S. Equity ETF 1.8 15 23 6.1 -4.0
CVAR Cultivar ETF 1.8 87 -49 6.8 -3.3
VIS Vanguard Industrials ETF 1.8 9 29 4.6 -5.5
KOMP SPDR S&P Kensho New Economies Composite ETF 1.8 20 18 2.8 -7.3
FMAT Fidelity MSCI Materials Index ETF 1.8 8 30 6.2 -3.9
EINC VanEck Energy Income ETF 1.8 48 -10 5.4 -4.7
USAI Pacer American Energy Independence ETF 1.8 75 -37 4.7 -5.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.8 15 23 8.1 -2.0
EBI Longview Advantage ETF 1.7 35 3 6.7 -3.4
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 21 5.6 -4.5
MLPX Global X MLP & Energy Infrastructure ETF 1.7 45 -7 5.6 -4.5
EIPX FT Energy Income Partners Strategy ETF 1.7 95 -57 8.3 -1.8
VBK Vanguard Small-Cap Growth ETF 1.7 7 31 1.9 -8.2
TXS Texas Capital Texas Equity Index ETF 1.7 49 -11 5.7 -4.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 13 5.8 -4.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.6 7 31 6.2 -3.9
DFUV Dimensional US Marketwide Value ETF 1.6 22 16 7.6 -2.5
XJH iShares ESG Screened S&P Mid-Cap ETF 1.6 12 26 7.2 -2.9
GLRY Inspire Faithward Mid Cap Momentum ETF 1.6 80 -42 6.3 -3.8
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 1.6 75 -37 4.3 -5.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.5 75 -37 4.8 -5.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.5 8 30 4.6 -5.5
PSCH Invesco S&P SmallCap Health Care ETF 1.5 29 9 4.5 -5.6
VCR Vanguard Consumer Discretionary ETF 1.5 9 29 4.5 -5.6
PKB Invesco Building & Construction ETF 1.5 62 -24 4.6 -5.5
AVUS Avantis U.S. Equity ETF 1.5 15 23 5.9 -4.2
MDY SPDR S&P Midcap 400 ETF Trust 1.5 24 14 7.3 -2.8
IJH iShares Core S&P Mid-Cap ETF 1.5 5 33 7.5 -2.6
ITB iShares U.S. Home Construction ETF 1.5 40 -2 12.0 +1.9
IVOO Vanguard S&P Mid-Cap 400 ETF 1.4 7 31 7.4 -2.7
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 1.4 8 30 5.6 -4.5
XTN SPDR S&P Transportation ETF 1.4 35 3 5.3 -4.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.4 3 35 7.5 -2.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.4 15 23 7.5 -2.6
FNX First Trust Mid Cap Core AlphaDEX Fund 1.4 60 -22 7.7 -2.4
TTAC FCF US Quality ETF 1.4 59 -21 6.0 -4.1
JVAL JPMorgan U.S. Value Factor ETF 1.4 12 26 8.3 -1.8
FPX First Trust US Equity Opportunities ETF 1.3 61 -23 1.0 -9.1
BOTT Themes Robotics & Automation ETF 1.3 35 3 4.7 -5.4
TMDV ProShares Russell US Dividend Growers ETF 1.3 35 3 6.5 -3.6
FTXN First Trust Nasdaq Oil & Gas ETF 1.3 60 -22 12.5 +2.4
DCOR Dimensional US Core Equity 1 ETF 1.3 14 24 5.5 -4.6
FENY Fidelity MSCI Energy Index ETF 1.3 8 30 9.3 -0.8
BOUT Innovator IBD Breakout Opportunities ETF 1.3 81 -43 3.4 -6.7
QQQS Invesco NASDAQ Future Gen 200 ETF 1.3 20 18 -2.7 -12.8
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.3 58 -20 -3.0 -13.1
PKW Invesco Buyback Achievers ETF 1.2 62 -24 7.4 -2.7
OPTZ Optimize Strategy Index ETF 1.2 50 -12 5.0 -5.1
BYRE Principal Real Estate Active Opportunities ETF 1.2 65 -27 6.4 -3.7
PEJ Invesco Leisure and Entertainment ETF 1.2 58 -20 1.0 -9.1
AVUQ Avantis U.S. Quality ETF 1.2 15 23 4.9 -5.2
XTL SPDR S&P Telecom ETF 1.2 35 3 2.5 -7.6
VDC Vanguard Consumer Staples ETF 1.2 9 29 5.6 -4.5
MILN Global X Millennial Consumer ETF 1.2 50 -12 3.6 -6.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.2 25 13 11.6 +1.5
DFSU Dimensional US Sustainability Core 1 ETF 1.2 18 20 5.5 -4.6
HAIL SPDR S&P Kensho Smart Mobility ETF 1.2 45 -7 1.1 -9.0
CGV Conductor Global Equity Value ETF 1.2 130 -92 8.7 -1.4
HKND Humankind US Stock ETF 1.2 11 27 7.2 -2.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.2 55 -17 4.2 -5.9
EQAL Invesco Russell 1000 Equal Weight ETF 1.1 20 18 7.0 -3.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.1 29 9 6.5 -3.6
CSMD Congress SMid Growth ETF 1.1 69 -31 3.9 -6.2
XMLV Invesco S&P MidCap Low Volatility ETF 1.1 25 13 7.6 -2.5
ARKQ ARK Autonomous Technology & Robotics ETF 1.1 75 -37 0.4 -9.7
ARKX ARK Space Exploration & Innovation ETF 1.1 75 -37 -0.2 -10.3
IYZ iShares U.S. Telecommunications ETF 1.1 40 -2 6.3 -3.8
SRVR Pacer Data & Infrastructure Real Estate ETF 1.1 55 -17 3.7 -6.4
UFO Procure Space ETF 1.1 75 -37 -1.8 -11.8
PBW Invesco WilderHill Clean Energy ETF 1.1 66 -28 -4.6 -14.7
IYT iShares US Transportation ETF 1.1 40 -2 5.0 -5.1
QDEF FlexShares Quality Dividend Defensive Index Fund 1.0 37 1 6.2 -3.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.0 39 -1 12.1 +2.0
FNDB Schwab Fundamental US Broad Market Index ETF 1.0 25 13 7.2 -2.9
DEW WisdomTree Global High Dividend Fund 1.0 58 -20 8.7 -1.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.0 24 14 8.2 -1.9
JHSC John Hancock Multifactor Small Cap ETF 1.0 42 -4 6.8 -3.3
VLU SPDR S&P 1500 Value Tilt ETF 1.0 12 26 7.6 -2.5
DTD WisdomTree U.S. Total Dividend Fund 1.0 28 10 6.4 -3.7
VUSE Vident U.S. Equity Strategy ETF 1.0 50 -12 4.6 -5.5
WDIV SPDR S&P Global Dividend ETF 1.0 40 -2 9.5 -0.6
ARKK ARK Innovation ETF 1.0 75 -37 -2.5 -12.6
JSTC Adasina Social Justice All Cap Global ETF 1.0 89 -51 4.8 -5.3
SDY SPDR S&P Dividend ETF 1.0 35 3 6.7 -3.4
FTXO First Trust Nasdaq Bank ETF 1.0 60 -22 8.7 -1.4
VDE Vanguard Energy ETF 0.9 9 29 9.3 -0.8
XHS SPDR S&P Health Care Services ETF 0.9 35 3 3.7 -6.4
TDV ProShares S&P Technology Dividend Aristocrats ETF 0.9 45 -7 5.3 -4.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 -18 11.0 +0.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.9 58 -20 4.7 -5.4
CUT Invesco MSCI Global Timber ETF 0.9 61 -23 10.0 -0.1
WOOD iShares Global Timber & Forestry ETF 0.9 42 -4 11.9 +1.8
XSW SPDR S&P Software & Services ETF 0.9 35 3 1.8 -8.3
QDF FlexShares Quality Dividend Index Fund 0.9 37 1 6.4 -3.7
IQRA IQ CBRE Real Assets ETF 0.9 65 -27 5.8 -4.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.9 60 -22 6.3 -3.8
FTRI First Trust Indxx Global Natural Resources Income ETF 0.9 70 -32 8.1 -2.0
EATZ AdvisorShares Restaurant ETF 0.9 101 -63 6.0 -4.1
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 0.9 60 -22 3.9 -6.2
XME SPDR S&P Metals & Mining ETF 0.9 35 3 8.2 -1.9
CGW Invesco S&P Global Water Index ETF 0.9 57 -19 4.6 -5.5
AVIE Avantis  Inflation Focused Equity ETF 0.8 25 13 7.3 -2.8
KIE SPDR S&P Insurance ETF 0.8 35 3 6.7 -3.4
CWS AdvisorShares Focused Equity ETF 0.8 84 -46 4.8 -5.3
ANEW ProShares MSCI Transformational Changes ETF 0.8 45 -7 6.0 -4.1
EMLP First Trust North American Energy Infrastructure Fund 0.8 95 -57 6.0 -4.1
VOLT Tema Electrification ETF 0.8 75 -37 2.8 -7.3
DFAU Dimensional US Core Equity Market ETF 0.7 12 26 5.1 -5.0
BEDZ AdvisorShares Hotel ETF 0.7 100 -62 6.9 -3.2
XMVM Invesco S&P MidCap Value with Momentum ETF 0.7 39 -1 9.6 -0.5
PTF Invesco Dorsey Wright Technology Momentum ETF 0.7 60 -22 1.4 -8.7
QLV FlexShares US Quality Low Volatility Index Fund 0.7 22 16 5.7 -4.4
NVIR Horizon Kinetics Energy and Remediation ETF 0.7 85 -47 6.6 -3.5
VFMV Vanguard U.S. Minimum Volatility ETF 0.7 13 25 5.7 -4.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.7 75 -37 7.2 -2.9
FDFF Fidelity Disruptive Finance ETF 0.7 50 -12 4.0 -6.1
BATT Amplify Lithium & Battery Technology ETF 0.7 59 -21 3.8 -6.3
DRIV Global X Autonomous & Electric Vehicles ETF 0.7 68 -30 5.4 -4.7
LIT Global X Lithium & Battery Tech ETF 0.7 75 -37 5.4 -4.7
SMOG VanEck Low Carbon Energy ETF 0.7 61 -23 1.6 -8.5
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.7 45 -7 4.5 -5.6
IBAT iShares Energy Storage & Materials ETF 0.7 47 -9 5.4 -4.7
SCHD Schwab US Dividend Equity ETF 0.7 6 32 9.8 -0.3
NANR SPDR S&P North American Natural Resources ETF 0.7 35 3 8.3 -1.8
ONEY SPDR Russell 1000 Yield Focus ETF 0.7 20 18 9.6 -0.5
FFND Future Fund Active ETF 0.7 100 -62 4.4 -5.7
FNCL Fidelity MSCI Financials Index ETF 0.7 8 30 6.4 -3.7
VYM Vanguard High Dividend Yield Index ETF 0.6 6 32 7.2 -2.9
PHO Invesco Water Resources ETF 0.6 60 -22 4.5 -5.6
FDWM Fidelity Women's Leadership ETF 0.6 59 -21 5.0 -5.1
TMFX Motley Fool Next Index ETF 0.6 50 -12 2.6 -7.5
IJK iShares S&P Mid-Cap 400 Growth ETF 0.6 17 21 6.0 -4.1
FCOM Fidelity MSCI Communication Services Index ETF 0.6 8 30 4.7 -5.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.6 10 28 6.0 -4.1
VFH Vanguard Financials ETF 0.6 9 29 6.4 -3.7
EBLU Ecofin Global Water ESG Fund 0.6 40 -2 4.2 -5.9
COPY Tweedy, Browne Insider + Value ETF 0.6 80 -42 11.7 +1.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.6 15 23 6.0 -4.1
XHE SPDR S&P Health Care Equipment ETF 0.6 35 3 3.0 -7.1
EIPI FT Energy Income Partners Enhanced Income ETF 0.6 110 -72 6.7 -3.4
STXM Strive Mid-Cap ETF 0.6 18 20 6.4 -3.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.6 49 -11 4.4 -5.7
VOX Vanguard Communication Services ETF 0.6 9 29 4.7 -5.4
RSHO Tema American Reshoring ETF 0.6 75 -37 4.8 -5.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.5 20 18 7.7 -2.4
NATO Themes Transatlantic Defense ETF 0.5 35 3 2.4 -7.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.5 21 17 3.8 -6.3
IGE iShares North American Natural Resources ETF 0.5 41 -3 7.9 -2.2
WTV WisdomTree US Value Fund of Benef Interest 0.5 12 26 9.3 -0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.5 3 35 5.0 -5.1
DFUS Dimensional U.S. Equity ETF 0.5 9 29 4.9 -5.2
FCG First Trust Natural Gas ETF 0.5 60 -22 19.0 +8.9
BLDG Cambria Global Real Estate ETF 0.5 60 -22 12.0 +2.0
FIW First Trust Water ETF 0.5 53 -15 4.7 -5.4
FTAG First Trust Indxx Global Agriculture ETF 0.5 70 -32 8.2 -1.9
FTEC Fidelity MSCI Information Technology Index ETF 0.5 8 30 4.1 -6.0
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.5 35 3 8.5 -1.6
PBD Invesco Global Clean Energy ETF 0.5 75 -37 0.6 -9.5
VEGI iShares MSCI Agriculture Producers ETF 0.5 39 -1 8.4 -1.7
VRAI Virtus Real Asset Income ETF 0.5 55 -17 10.5 +0.4
ZIG Acquirers Fund 0.5 84 -46 19.3 +9.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.5 15 23 7.5 -2.6
WAR U.S. Global Tech and Aerospace & Defense ETF 0.5 60 -22 3.4 -6.7
SMOT VanEck Morningstar SMID Moat ETF 0.5 49 -11 6.7 -3.4
IAK iShares U.S. Insurance ETF 0.5 40 -2 6.9 -3.2
VTI Vanguard Total Stock Market ETF 0.5 3 35 5.0 -5.1
VTHR Vanguard Russell 3000 ETF 0.5 7 31 5.0 -5.1
BOTZ Global X Robotics & Artificial Intelligence ETF 0.5 69 -31 2.4 -7.7
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.5 85 -47 4.0 -6.1
ROBO ROBO Global Robotics & Automation Index ETF 0.5 95 -57 3.5 -6.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.5 65 -27 2.2 -7.9
TEMP JPMorgan Climate Change Solutions ETF 0.5 49 -11 5.7 -4.4
GLCR GlacierShares Nasdaq Iceland ETF 0.5 95 -57 4.5 -5.6
VGT Vanguard Information Technology ETF 0.5 9 29 4.1 -6.0
VICE AdvisorShares Vice ETF 0.5 99 -61 6.1 -4.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.5 18 20 7.8 -2.3
MVPA Miller Value Partners Appreciation ETF 0.5 60 -22 9.4 -0.7
IWV iShares Russell 3000 ETF 0.5 20 18 4.9 -5.2
ZAP Global X U.S. Electrification ETF 0.5 50 -12 4.4 -5.7
SXQG ETC 6 Meridian Quality Growth ETF 0.5 100 -62 4.6 -5.5
FTXL First Trust Nasdaq Semiconductor ETF 0.5 60 -22 5.2 -4.9
PSI Invesco Semiconductors ETF 0.5 57 -19 4.4 -5.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -41 4.5 -5.6
AIS VistaShares Artificial Intelligence Supercycle ETF 0.5 75 -37 3.6 -6.5
PTEC Global X PropTech ETF 0.5 50 -12 1.8 -8.3
BLCV iShares Large Cap Value Active ETF 0.5 53 -15 7.4 -2.7
SCHB Schwab U.S. Broad Market ETF 0.5 3 35 5.1 -5.0
FREL Fidelity MSCI Real Estate Index ETF 0.5 8 30 7.6 -2.5
SFYX SoFi Next 500 ETF 0.4 0 38 6.0 -4.1
SAMT Strategas Macro Thematic Opportunities ETF 0.4 65 -27 3.0 -7.1
XHB SPDR S&P Homebuilders ETF 0.4 35 3 11.3 +1.2
LUX Tema Luxury ETF 0.4 75 -37 4.3 -5.8
SMMD iShares Russell 2500 ETF 0.4 15 23 6.4 -3.7
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.4 40 -2 3.9 -6.2
VNQ Vanguard Real Estate ETF 0.4 13 25 7.5 -2.6
ECLN First Trust EIP Carbon Impact ETF 0.4 96 -58 4.1 -6.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.4 3 35 5.2 -4.9
FDG American Century Focused Dynamic Growth ETF 0.4 45 -7 2.1 -8.0
HART IQ Healthy Hearts ETF 0.4 45 -7 6.6 -3.5
PRF Invesco FTSE RAFI US 1000 ETF 0.4 39 -1 6.9 -3.2
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.4 50 -12 5.4 -4.7
PICK iShares MSCI Global Metals & Mining Producers ETF 0.4 39 -1 13.6 +3.5
CARZ First Trust NASDAQ Global Auto Index Fund 0.4 70 -32 5.2 -4.9
SLX VanEck Steel ETF 0.4 56 -18 15.2 +5.1
ACES ALPS Clean Energy ETF 0.4 55 -17 -3.4 -13.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.4 30 8 8.3 -1.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.4 27 11 7.0 -3.1
IHI iShares U.S. Medical Devices ETF 0.4 40 -2 3.8 -6.3
AFLG First Trust Active Factor Large Cap ETF 0.4 55 -17 6.2 -3.9
TRFM AAM Transformers ETF 0.4 49 -11 1.5 -8.6
GINN Goldman Sachs Innovate Equity ETF 0.4 52 -14 3.7 -6.4
NURE Nuveen Short-Term REIT ETF 0.4 35 3 7.9 -2.2
REAI Intelligent Real Estate ETF 0.4 59 -21 14.7 +4.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.4 68 -30 2.2 -7.9
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.3 5 33 8.0 -2.1
DURA VanEck Durable High Dividend ETF 0.3 29 9 8.6 -1.5
SIMS SPDR S&P Kensho Intelligent Structures ETF 0.3 45 -7 4.6 -5.5
BUG Global X Cybersecurity ETF 0.3 51 -13 2.1 -8.0
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 0.3 60 -22 2.7 -7.4
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 0.3 41 -3 5.5 -4.6
IHAK iShares Cybersecurity & Tech ETF 0.3 47 -9 3.5 -6.6
SPAM Themes Cybersecurity ETF 0.3 35 3 1.9 -8.2
IEDI iShares U.S. Consumer Focused ETF 0.3 18 20 5.2 -4.9
XOP SPDR S&P Oil & Gas Exploration & Production ETF 0.3 35 3 15.4 +5.3
BPAY BlackRock Future Financial and Technology ETF 0.3 70 -32 6.4 -3.7
FELV Fidelity Enhanced Large Cap Value ETF 0.3 18 20 6.8 -3.3
FSST Fidelity Sustainable U.S. Equity ETF 0.3 59 -21 4.3 -5.8
ESGV Vanguard ESG U.S. Stock ETF 0.3 9 29 4.8 -5.3
IWS iShares Russell Mid-Cap Value ETF 0.3 23 15 6.8 -3.3
LCLG Logan Capital Broad Innovative Growth ETF 0.3 99 -61 4.2 -5.9
DVY iShares Select Dividend ETF 0.3 38 0 9.3 -0.8
ONEO SPDR Russell 1000 Momentum Focus ETF 0.3 20 18 7.1 -3.0
FNDX Schwab Fundamental US Large Co. Index ETF 0.3 25 13 7.2 -2.9
DEUS Xtrackers Russell US Multifactor ETF 0.3 17 21 7.0 -3.1
BIBL Inspire 100 ETF 0.3 35 3 5.2 -4.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.3 12 26 4.6 -5.5
CIBR First Trust NASDAQ Cybersecurity ETF 0.3 60 -22 3.8 -6.3
VIG Vanguard Dividend Appreciation ETF 0.3 5 33 5.6 -4.5
ICAP InfraCap Equity Income Fund ETF 0.3 171 -133 6.8 -3.3
FPRO Fidelity Real Estate Investment ETF 0.3 59 -21 6.5 -3.6
PXE Invesco Energy Exploration & Production ETF 0.3 60 -22 16.2 +6.1
SNSR Global X Internet of Things ETF 0.3 68 -30 4.4 -5.7
PPA Invesco Aerospace & Defense ETF 0.3 58 -20 2.6 -7.5
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 0.3 11 27 8.0 -2.1
BLES Inspire Global Hope ETF 0.3 61 -23 6.8 -3.3
FFTY Innovator IBD 50 ETF 0.3 80 -42 0.5 -9.6
IWTR iShares MSCI Water Management Multisector ETF 0.3 47 -9 5.6 -4.5
EFRA iShares Environmental Infrastructure and Industrials ETF 0.3 47 -9 5.2 -4.9
ABFL Abacus FCF Leaders ETF 0.3 59 -21 5.5 -4.6
IHF iShares U.S. Healthcare Providers ETF 0.3 40 -2 8.2 -1.9
SHPP Pacer Industrials and Logistics ETF 0.3 60 -22 8.4 -1.7
PFM Invesco Dividend Achievers ETF 0.3 53 -15 5.3 -4.8
CBSE Clough Select Equity ETF 0.3 85 -47 1.0 -9.1
SPRE SP Funds S&P Global REIT Sharia ETF 0.3 55 -17 6.0 -4.1
CCSO Carbon Collective Climate Solutions US Equity ETF 0.2 35 3 1.1 -9.0
ITA iShares U.S. Aerospace & Defense ETF 0.2 40 -2 1.9 -8.2
RWR SPDR Dow Jones REIT ETF 0.2 25 13 7.6 -2.5
FXO First Trust Financials AlphaDEX Fund 0.2 62 -24 8.4 -1.7
FUTY Fidelity MSCI Utilities Index ETF 0.2 8 30 5.5 -4.6
PPTY US Diversified Real Estate ETF 0.2 53 -15 7.9 -2.2
XAR SPDR S&P Aerospace & Defense ETF 0.2 35 3 2.1 -8.0
VT Vanguard Total World Stock ETF 0.2 6 32 6.0 -4.1
IWR iShares Russell Midcap ETF 0.2 19 19 5.9 -4.2
ACVF American Conservative Values ETF 0.2 75 -37 4.4 -5.7
FMDE Fidelity Enhanced Mid Cap ETF 0.2 23 15 5.8 -4.3
GQRE FlexShares Global Quality Real Estate Index Fund 0.2 45 -7 7.8 -2.3
USRT iShares Core U.S. REIT ETF 0.2 8 30 7.8 -2.3
VPU Vanguard Utilities ETF 0.2 9 29 5.4 -4.7
PAWZ ProShares Pet Care ETF 0.2 50 -12 3.7 -6.4
PRNT 3D Printing ETF 0.2 66 -28 1.3 -8.8
FRI First Trust S&P REIT Index Fund 0.2 50 -12 7.5 -2.6
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 23 5.5 -4.6
IYJ iShares U.S. Industrials ETF 0.2 40 -2 4.5 -5.6
DFAR Dimensional US Real Estate ETF 0.2 19 19 8.0 -2.1
FDL First Trust Morningstar Dividend Leaders Index Fund 0.2 45 -7 9.4 -0.7
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 26 5.9 -4.2
SCHM Schwab U.S. Mid-Cap ETF 0.2 4 34 6.8 -3.3
SCHH Schwab U.S. REIT ETF 0.2 7 31 8.1 -2.0
VGSR Vert Global Sustainable Real Estate ETF 0.2 47 -9 7.3 -2.8
IDRV iShares Self-driving EV & Tech ETF 0.2 47 -9 1.6 -8.5
TMFS Motley Fool Small-Cap Growth ETF 0.2 85 -47 3.4 -6.7
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.2 46 -8 5.6 -4.5
IGM iShares Expanded Tech Sector ETF 0.2 41 -3 3.9 -6.2
RWO SPDR Dow Jones Global Real Estate ETF 0.2 50 -12 7.1 -3.0
IUS Invesco RAFI Strategic US ETF 0.2 19 19 6.8 -3.3
FNK First Trust Mid Cap Value AlphaDEX Fund 0.2 70 -32 11.2 +1.1
PBJ Invesco Food & Beverage ETF 0.2 57 -19 5.0 -5.1
DIVB iShares Core Dividend ETF 0.1 5 33 7.6 -2.5
FHLC Fidelity MSCI Health Care Index ETF 0.1 8 30 6.4 -3.7
IYC iShares U.S. Consumer Discretionary ETF 0.1 40 -2 3.8 -6.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 29 5.9 -4.2
TOKE Cambria Cannabis ETF 0.1 42 -4 1.8 -8.3
DFGR Dimensional Global Real Estate ETF 0.1 22 16 7.5 -2.6
IUSV iShares Core S&P US Value ETF 0.1 4 34 6.5 -3.6
VEGN US Vegan Climate ETF 0.1 60 -22 4.5 -5.6
GOP Unusual Whales Subversive Republican Trading ETF 0.1 50 -12 5.8 -4.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 26 6.6 -3.5
REET iShares Global REIT ETF 0.1 14 24 7.6 -2.5
VONV Vanguard Russell 1000 Value ETF 0.1 7 31 6.6 -3.5
IWD iShares Russell 1000 Value ETF 0.1 19 19 6.5 -3.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.1 15 23 9.2 -0.9
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 26 4.5 -5.6
VHT Vanguard Health Care ETF 0.1 9 29 6.2 -3.9
DSI iShares MSCI KLD 400 Social ETF 0.1 25 13 4.9 -5.2
IGV iShares Expanded Tech-Software Sector ETF 0.1 41 -3 2.7 -7.4
TRFK Pacer Data and Digital Revolution ETF 0.1 60 -22 3.2 -6.9
THRO iShares U.S. Thematic Rotation Active ETF 0.1 90 -52 4.0 -6.1
DGRO iShares Core Dividend Growth ETF 0.1 8 30 6.4 -3.7
STXV Strive 1000 Value ETF 0.1 18 20 8.1 -2.0
ERET iShares Environmentally Aware Real Estate ETF 0.1 30 8 7.4 -2.7
FILL iShares MSCI Global Energy Producers ETF 0.1 39 -1 12.0 +1.9
AVRE Avantis Real Estate ETF 0.1 17 21 7.1 -3.0
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 23 7.9 -2.2
HERO Global X Video Games & Esports ETF 0.1 50 -12 3.9 -6.2
VERS ProShares Metaverse ETF 0.1 58 -20 -1.2 -11.3
PTL Inspire 500 ETF 0.1 9 29 5.4 -4.7
GGME Invesco Next Gen Media and Gaming ETF 0.1 60 -22 4.3 -5.8
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.1 40 -2 12.8 +2.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.1 47 -9 5.8 -4.3
CCMG CCM Global Equity ETF 0.1 34 4 8.6 -1.5
IYK iShares U.S. Consumer Staples ETF 0.1 40 -2 6.2 -3.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 24 5.0 -5.1
REVS Columbia Research Enhanced Value ETF 0.1 19 19 7.7 -2.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.1 15 23 4.7 -5.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 -12 4.2 -5.9
MAKX ProShares S&P Kensho Smart Factories ETF 0.1 58 -20 -0.6 -10.7
FELC Fidelity Enhanced Large Cap Core ETF 0.1 18 20 5.3 -4.8
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 0.1 39 -1 3.7 -6.4
VONE Vanguard Russell 1000 ETF 0.0 7 31 5.0 -5.1
IYY iShares Dow Jones U.S. ETF 0.0 20 18 4.9 -5.2
IWB iShares Russell 1000 ETF 0.0 15 23 4.9 -5.2
HDV iShares Core High Dividend ETF 0.0 8 30 6.9 -3.2
RAFE PIMCO RAFI ESG U.S. ETF 0.0 29 9 7.2 -2.9
RECS Columbia Research Enhanced Core ETF 0.0 15 23 5.8 -4.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.0 40 -2 3.5 -6.6
IUSG iShares Core S&P U.S. Growth ETF 0.0 4 34 4.3 -5.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.0 4 34 6.2 -3.9
ROUS Hartford Multifactor US Equity ETF 0.0 19 19 7.2 -2.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.0 20 18 5.1 -5.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.0 15 23 5.0 -5.1
STXG Strive 1000 Growth ETF 0.0 18 20 3.9 -6.2
IWP iShares Russell Mid-Cap Growth ETF 0.0 23 15 3.4 -6.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0 19 19 6.4 -3.7
RITA ETFB Green SRI REITs ETF 0.0 50 -12 6.5 -3.6
IYF iShares U.S. Financials ETF 0.0 40 -2 5.9 -4.2
IYG iShares US Financial Services ETF 0.0 40 -2 5.4 -4.7
SCHK Schwab 1000 Index ETF 0.0 5 33 5.1 -5.0
VONG Vanguard Russell 1000 Growth ETF 0.0 7 31 4.6 -5.5
IWF iShares Russell 1000 Growth ETF 0.0 19 19 4.4 -5.7
FBCG Fidelity Blue Chip Growth ETF 0.0 59 -21 2.9 -7.2
JHML John Hancock Multifactor Large Cap ETF 0.0 29 9 5.4 -4.7
JHMM John Hancock Multifactor Mid Cap ETF 0.0 42 -4 6.5 -3.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.0 11 27 5.0 -5.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 26 4.6 -5.5
AVSD Avantis Responsible International Equity ETF 0.0 23 15 5.7 -4.4
AVDS Avantis International Small Cap Equity ETF 0.0 30 8 7.6 -2.5

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
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Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 WisdomTree US Smallcap Quality Dividend Growth Fund
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 15.8 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 38 bp
Equals: ALTAR Score 10.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.70 CATEGORY
AVERAGE		 1.59
 
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.