First Trust EIP Carbon Impact ETF
ALTAR
Score™		 3.1% info Recommen-
dation		 NEUTRAL
2021E    2022E
P/E
ratio		 23.1x P/Sales
ratio		 2.9x
P/BV
ratio		 2.4x Div.
yield		 2.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The First EIP Carbon Impact ETF tracks an index of developed-economy equities of companies committed to a reduction of carbon emissions.

FUND BASICS
Category Global Equities
Fund Sponsor First Trust
Website www.ftportfolios.com
Inception date Aug 20, 2019
Assets (mns) $12
Currency USD
Expense ratio 97 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Proprietary
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 43
Wgt avg mkt cap (mns) $34,291
Large cap (>$10bn) 74.7%
Mid cap ($2-10bn) 25.1%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
NEXTERA ENERGY PARTNERS LP 6.9 %
NEXTERA ENERGY GROUP 6.7 %
SEMPRA ENERGY 5.3 %
XCEL ENERGY INC 4.8 %
PUBLIC SERVICE ENTERPRISE GP 4.1 %
ALLIANT ENERGY CORP 3.9 %
IBERDROLA SA SPONSORED ADR 3.4 %
WEC ENERGY GROUP INC 3.4 %
EDP RENOVAVEIS SA 3.3 %
CMS ENERGY CORP 3.3 %
Total 45.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 75.4 %
CANADA 6.8 %
SPAIN 6.7 %
ITALY 2.3 %
BERMUDA 1.2 %
DENMARK 1.0 %
BRITAIN 0.6 %
GERMANY 0.2 %



HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
6.1% 24.2% -- -- 10.1%

Market Correlations
versus... Beta R-squared
S&P500 0.54 43%
MSCI EAFE 0.44 31%
MSCI Emg. Mkts. 0.42 32%

Technical Indicators
Recent close $23.32
30d moving avg. $23.52
Annualized volatility 17.2%
Short interest (ETF) 0.8%
Relative strength (RSI) 63

Liquidity measures
Avg. volume (thou.) 6
Turnover 1.2%
Bid/Ask (% of price) 0.28%
ADV underlying (mns) $5,507

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 645 potential alternatives to the First Trust EIP Carbon Impact ETF ETF based on the alternatives' overlap in portfolio holdings with ECLN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: ECLN Expense: 97 bp ALTAR Score™: 3.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH ECLN
Ticker Fund
Name		 Overlap1
vs ECLN
(%)		 Expense
ratio
(bp)		 Savings
vs ECLN
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs ECLN
(%)
EMLP First Trust North American Energy Infrastructure Fund 52.2 96 1 4.4 +1.3
UTES Virtus Reaves Utilities ETF 42.1 49 48 4.6 +1.5
RYU Invesco S&P 500 Equal Weight Utilities ETF 40.6 40 57 5.7 +2.6
XLU Utilities Select Sector SPDR Fund 40.3 12 85 5.4 +2.3
JHMU John Hancock Multifactor Utilities ETF 39.6 40 57 5.5 +2.4
IDU iShares U.S. Utilities ETF 38.8 43 54 5.3 +2.2
VPU Vanguard Utilities Index Fund 38.4 10 87 5.5 +2.4
FUTY Fidelity MSCI Utilities Index ETF 38.2 8 89 5.5 +2.4
PUI Invesco DWA Utilities Momentum ETF 36.7 60 37 4.9 +1.8
JXI iShares Global Utilities ETF 32.3 46 51 5.4 +2.3
FXU First Trust Utilities AlphaDEX Fund 32.2 62 35 5.5 +2.4
GII SPDR S&P Global Infrastructure ETF 20.7 40 57 3.9 +0.8
IGF iShares Global Infrastructure ETF 20.7 46 51 3.9 +0.8
TPYP Tortoise North American Pipeline Fund 15.6 40 57 4.8 +1.7
IFRA iShares U.S. Infrastructure ETF 14.9 40 57 3.1 -0.0
ICLN iShares Global Clean Energy ETF 14.7 46 51 3.5 +0.4
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 14.1 47 50 4.5 +1.4
DVY iShares Select Dividend ETF 14.0 39 58 7.2 +4.1
GLIF AGFiQ Global Infrastructure ETF 13.5 45 52 4.3 +1.2
TPHD Timothy Plan High Dividend Stock ETF 12.2 52 45 5.3 +2.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 12.1 35 62 6.8 +3.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 12.1 35 62 6.8 +3.7
SMOG VanEck Vectors Low Carbon Energy ETF 10.6 62 35 2.4 -0.7
RNRG Global X Renewable Energy Producers ETF 10.2 65 32 2.5 -0.6
INFR Legg Mason Global Infrastructure ETF 9.6 40 57 5.0 +1.9
FVL First Trust Value Line 100 ETF 9.4 70 27 0.0 -3.1
JMIN JPMorgan U.S. Minimum Volatility ETF 9.2 12 85 5.2 +2.1
VRAI Virtus Real Asset Income ETF 9.2 55 42 6.4 +3.3
FVD First Trust Value Line Dividend Index Fund 9.0 70 27 5.2 +2.1
CZA Invesco Zacks Mid-Cap ETF 8.8 69 28 4.7 +1.6
ACES ALPS Clean Energy ETF 8.8 55 42 0.8 -2.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 8.7 47 50 5.1 +2.0
LSLT Salt Low truBeta US Market ETF 8.6 60 37 5.2 +2.1
JDIV JPMorgan U.S. Dividend ETF 7.8 12 85 6.3 +3.2
FAN First Trust Global Wind Energy ETF 7.3 62 35 4.1 +1.0
BNE Blue Horizon BNE ETF 7.0 87 10 2.9 -0.2
LGLV SPDR Russell 1000 Low Volatility ETF 6.9 12 85 4.4 +1.3
EINC VanEck Vectors Energy Income ETF 6.9 45 52 4.1 +1.0
MLPX Global X MLP & Energy Infrastructure ETF 6.9 45 52 3.9 +0.8
FXN First Trust Energy AlphaDEX Fund 6.6 64 33 2.9 -0.2
VSDA VictoryShares Dividend Accelerator ETF 6.6 35 62 4.4 +1.3
FTA First Trust Large Cap Value AlphaDEX Fund 6.5 60 37 7.0 +3.9
DURA VanEck Vectors Morningstar Durable Dividend ETF 6.5 29 68 6.9 +3.8
SPVM Invesco S&P 500 Value with Momentum ETF 6.4 39 58 6.9 +3.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 6.4 18 79 5.6 +2.5
SPDV AAM S&P 500 High Dividend Value ETF 6.3 29 68 7.7 +4.6
SDOG ALPS Sector Dividend Dogs ETF 6.2 40 57 7.5 +4.4
ENFR Alerian Energy Infrastructure ETF 6.2 65 32 3.4 +0.3
USAI Pacer American Energy Independence ETF 6.2 75 22 2.9 -0.2
FTXN First Trust Nasdaq Oil & Gas ETF 6.2 60 37 1.0 -2.2
BIBL Inspire ETF 6.2 35 62 4.1 +1.0
JHME John Hancock Multifactor Energy ETF 6.2 40 57 3.3 +0.2
LVHD Legg Mason Low Volatility High Dividend ETF 6.1 27 70 6.7 +3.6
YLDE ClearBridge Dividend Strategy ESG ETF 6.1 60 37 4.4 +1.3
NLR VanEck Vectors Uranium+Nuclear Energy ETF 6.0 61 36 6.9 +3.8
AMCA iShares Russell 1000 Pure U.S. Revenue ETF 5.9 15 82 5.7 +2.6
JEPI JPMorgan Equity Premium Income ETF 5.8 35 62 4.7 +1.6
IVRA Invesco Real Assets ESG ETF 5.8 59 38 4.7 +1.6
TPLC Timothy Plan US Large Cap Core ETF 5.7 52 45 4.3 +1.2
CNRG SPDR S&P Kensho Clean Power ETF 5.5 45 52 1.7 -1.4
MAGA Point Bridge GOP Stock Tracker ETF 5.5 72 25 4.9 +1.8
VOE Vanguard Mid-Cap Value Index Fund 5.5 7 90 5.9 +2.8
RBUS Nationwide Risk-Based U.S. Equity ETF 5.4 30 67 4.9 +1.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.3 24 73 5.4 +2.3
HDV iShares Core High Dividend ETF 5.3 8 89 6.0 +2.9
FCPI Fidelity Stocks for Inflation ETF 5.2 29 68 5.2 +2.1
FEX First Trust Large Cap Core AlphaDEX Fund 4.9 59 38 5.2 +2.1
SPMV Invesco S&P 500 Minimum Variance ETF 4.9 10 87 4.8 +1.7
MOAT VanEck Vectors Morningstar Wide Moat ETF 4.9 47 50 5.8 +2.7
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 72 5.4 +2.3
ALTL Pacer Lunt Large Cap Alternator ETF 4.9 60 37 4.5 +1.4
EQAL Invesco Russell 1000 Equal Weight ETF 4.9 20 77 4.8 +1.7
ESGS Columbia Sustainable U.S. Equity Income ETF 4.7 35 62 7.1 +4.0
FAB First Trust Multi Cap Value AlphaDEX Fund 4.7 70 27 7.1 +4.0
FENY Fidelity MSCI Energy Index ETF 4.6 8 89 3.7 +0.6
USMV iShares Edge MSCI Min Vol USA ETF 4.6 15 82 5.1 +2.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.6 70 27 4.8 +1.7
VYM Vanguard High Dividend Yield Index ETF 4.5 6 91 6.4 +3.3
IYE iShares U.S. Energy ETF 4.5 42 55 3.6 +0.5
IWS iShares Russell Mid-Cap Value ETF 4.5 24 73 5.2 +2.1
PAVE Global X U.S. Infrastructure Development ETF 4.5 47 50 3.9 +0.8
KVLE KFA Value Liner Dynamic Core Equity Index ETF 4.5 56 41 5.9 +2.8
FDMO Fidelity Momentum Factor ETF 4.5 29 68 2.8 -0.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 4.4 30 67 6.9 +3.8
CFA VictoryShares US 500 Volatility Weighted Index ETF 4.4 35 62 5.0 +1.9
SULR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 4.3 79 18 4.1 +1.0
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 4.3 35 62 5.0 +1.9
TUSA First Trust Total US Market AlphaDEX ETF 4.3 70 27 5.5 +2.4
WWOW Direxion World Without Waste ETF 4.3 50 47 1.2 -2.0
QLV FlexShares US Quality Low Volatility Index Fund 4.3 22 75 4.2 +1.1
FDL First Trust Morningstar Dividend Leaders Index Fund 4.2 45 52 8.3 +5.2
VDE Vanguard Energy Index Fund 4.2 10 87 3.6 +0.5
IMCV iShares Morningstar Mid-Cap Value ETF 4.2 6 91 5.8 +2.7
DGRO iShares Core Dividend Growth ETF 4.1 8 89 5.9 +2.8
DHS WisdomTree U.S. High Dividend Fund 4.1 38 59 7.4 +4.3
RVRS Reverse Cap Weighted U.S. Large Cap ETF 4.1 29 68 5.1 +2.0
VALQ American Century STOXX U.S. Quality Value ETF 4.0 29 68 6.8 +3.7
ACWV iShares MSCI Global Min Vol Factor ETF 4.0 20 77 5.3 +2.2
ACSI American Customer Satisfaction Core Alpha ETF 4.0 66 31 4.5 +1.4
NACP Impact Shares NAACP Minority Empowerment ETF 4.0 49 48 4.4 +1.3
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 4.0 35 62 4.8 +1.7
VFMV Vanguard U.S. Minimum Volatility ETF 4.0 13 84 4.3 +1.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.0 9 88 4.8 +1.7
RSP Invesco S&P 500 Equal Weight ETF 4.0 20 77 5.0 +1.9
VTRN Victory Portfolios II VictoryShares Top Veteran Employers ET 3.9 60 37 5.8 +2.7
VETS Pacer Military Times Best Employers ETF 3.9 60 37 5.8 +2.7
VSL Volshares Large Capital ETF 3.9 65 32 4.9 +1.8
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 3.8 60 37 0.3 -2.8
FLQL Franklin LibertyQ U.S. Equity ETF 3.8 15 82 5.7 +2.6
GBDV Global Beta Smart Income ETF 3.7 29 68 7.6 +4.5
VTV Vanguard Value Index Fund 3.6 4 93 6.1 +3.0
PQLC PGIM QMA Strategic Alpha Large-Cap Core ETF 3.6 17 80 5.4 +2.3
SPYD SPDR S&P 500 High Dividend ETF 3.6 7 90 7.6 +4.5
DLN WisdomTree U.S. LargeCap Dividend Fund 3.6 28 69 5.9 +2.8
VO Vanguard Mid-Cap Index Fund 3.6 4 93 4.3 +1.2
IWR iShares Russell Midcap ETF 3.5 19 78 4.4 +1.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.5 20 77 5.6 +2.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.5 60 37 4.0 +0.9
ROUS Hartford Multifactor US Equity ETF 3.4 19 78 5.3 +2.2
DTD WisdomTree U.S.Total Dividend Fund 3.4 28 69 6.0 +2.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.3 4 93 4.6 +1.5
IMCB iShares Morningstar Mid-Cap ETF 3.3 4 93 4.6 +1.5
FLV American Century Focused Large Cap Value ETF 3.3 42 55 5.5 +2.4
DEF Invesco Defensive Equity ETF 3.3 53 44 5.0 +1.9
PID Invesco International Dividend Achievers ETF 3.3 53 44 6.2 +3.1
PGAL Global X FTSE Portugal 20 ETF 3.3 58 39 6.2 +3.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.2 41 56 4.9 +1.8
PFM Invesco Dividend Achievers ETF 3.2 53 44 4.9 +1.8
EUSA iShares MSCI USA Equal Weighted ETF 3.2 15 82 4.9 +1.8
QDEF FlexShares Quality Dividend Defensive Index Fund 3.2 37 60 5.4 +2.3
ONEY SPDR Russell 1000 Yield Focus ETF 3.2 20 77 6.0 +2.9
VOOV Vanguard S&P 500 Value ETF 3.2 10 87 5.8 +2.7
SPYV SPDR Portfolio S&P 500 Value ETF 3.2 4 93 5.9 +2.8
VONV Vanguard Russell 1000 Value Index Fund 3.2 8 89 5.7 +2.6
IWD iShares Russell 1000 Value ETF 3.2 19 78 5.6 +2.5
IVE iShares S&P 500 Value ETF 3.2 18 79 5.8 +2.7
SDY SPDR S&P Dividend ETF 3.1 35 62 5.6 +2.5
XLE Energy Select Sector SPDR Fund 3.1 12 85 3.9 +0.8
RYE Invesco S&P 500 Equal Weight Energy ETF 3.1 40 57 3.2 +0.1
IEO iShares U.S. Oil & Gas Exploration & Production ETF 3.1 42 55 3.6 +0.5
PXI Invesco DWA Energy Momentum ETF 3.1 60 37 -0.0 -3.1
SCHV Schwab U.S. Large-Cap Value ETF 3.1 4 93 5.8 +2.7
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 3.0 17 80 5.3 +2.2
PIO Invesco Global Water ETF 3.0 75 22 3.7 +0.6
AQWA Global X Clean Water ETF 3.0 50 47 3.6 +0.5
EBLU Ecofin Global Water ESG Fund 3.0 40 57 3.6 +0.5
CGW Invesco S&P Global Water Index ETF 3.0 57 40 3.4 +0.3
FIW First Trust Water ETF 3.0 55 42 3.0 -0.1
PHO Invesco Water Resources ETF 3.0 60 37 2.9 -0.2
IUSV iShares Core S&P U.S. Value ETF 3.0 4 93 5.9 +2.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.0 35 62 5.0 +1.9
REVS Columbia Research Enhanced Value ETF 3.0 19 78 6.4 +3.3
FNK First Trust Mid Cap Value AlphaDEX Fund 3.0 70 27 7.0 +3.9
JHMM John Hancock Multifactor Mid Cap ETF 2.9 42 55 4.5 +1.4
ACIO Aptus Collared Income Opportunity ETF 2.9 79 18 3.8 +0.7
FUNL CornerCap Fundametrics Large-Cap ETF 2.9 50 47 6.8 +3.7
ACTV LeaderShares Activist Leaders ETF 2.9 75 22 5.7 +2.6
SIZE iShares MSCI USA Size Factor ETF 2.8 15 82 4.9 +1.8
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 2.8 29 68 5.9 +2.8
MLPA Global X MLP ETF 2.8 46 51 6.0 +2.9
AMLP The Alerian MLP ETF 2.8 87 10 5.6 +2.5
IGE iShares North American Natural Resources ETF 2.8 46 51 3.7 +0.6
MGV Vanguard Mega Cap Value ETF 2.8 7 90 6.2 +3.1
FLRG Fidelity U.S. Multifactor ETF 2.8 29 68 5.5 +2.4
PBD Invesco Global Clean Energy ETF 2.7 75 22 0.0 -3.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 2.7 70 27 3.4 +0.3
VIG Vanguard Dividend Appreciation Index Fund 2.7 6 91 5.1 +2.0
ILCV iShares Morningstar Value ETF 2.7 4 93 5.8 +2.7
USMF WisdomTree U.S. Multifactor Fund 2.7 28 69 5.3 +2.2
PRF Invesco FTSE RAFI US 1000 ETF 2.7 39 58 5.6 +2.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.7 29 68 5.0 +1.9
JMOM JPMorgan U.S. Momentum Factor ETF 2.7 12 85 3.4 +0.3
SYE SPDR MFS Systematic Core Equity ETF 2.6 60 37 0.0 -3.1
ZCAN SPDR Solactive Canada ETF 2.6 14 83 0.0 -3.1
KSCD KFA Small Cap Quality Dividend Index ETF 2.6 51 46 4.6 +1.5
DEW WisdomTree Global High Dividend Fund 2.5 58 39 8.0 +4.9
SMDV ProShares Russell 2000 Dividend Growers ETF 2.5 41 56 4.9 +1.8
GVIP Goldman Sachs Hedge Industry VIP ETF 2.5 45 52 3.7 +0.6
CID VictoryShares Intl High Dividend Volatility Wtd Index ETF 2.5 45 52 8.0 +4.9
EWC iShares MSCI Canada ETF 2.5 51 46 5.9 +2.8
SPXT ProShares S&P 500 Ex-Technology ETF 2.5 27 70 4.7 +1.6
PEY Invesco High Yield Equity Dividend Achievers ETF 2.5 52 45 6.8 +3.7
PSET Principal Price Setters Index ETF 2.5 15 82 4.7 +1.6
QSY WisdomTree U.S. LargeCap Value Fund 2.4 38 59 6.3 +3.2
JHML John Hancock Multifactor Large Cap ETF 2.4 29 68 4.7 +1.6
ONEO SPDR Russell 1000 Momentum Focus ETF 2.4 20 77 5.3 +2.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.4 30 67 5.4 +2.3
BBCA JPMorgan BetaBuilders Canada ETF 2.3 19 78 6.1 +3.0
HAP VanEck Vectors Natural Resources ETF 2.3 50 47 4.6 +1.5
PBW Invesco WilderHill Clean Energy ETF 2.3 70 27 -1.5 -4.6
KLCD KFA Large Cap Quality Dividend Index ETF 2.3 42 55 5.2 +2.1
IWX iShares Russell Top 200 Value ETF 2.2 20 77 5.8 +2.7
SIXL 6 Meridian Low Beta Equity Strategy ETF 2.2 84 13 4.3 +1.2
SUSA iShares MSCI USA ESG Select ETF 2.2 25 72 4.3 +1.2
AFLG First Trust Active Factor Large Cap ETF 2.2 55 42 4.5 +1.4
CCOR Core Alternative ETF 2.2 109 -12 4.0 +0.9
QUS SPDR MSCI USA StrategicFactors ETF 2.2 15 82 5.1 +2.0
QDF FlexShares Quality Dividend Index Fund 2.2 37 60 5.5 +2.4
SPXN ProShares S&P 500 Ex-Financials ETF 2.2 27 70 4.3 +1.2
ACVF American Conservative Values ETF 2.1 75 22 4.0 +0.9
SPXV ProShares S&P 500 Ex-Health Care ETF 2.1 27 70 4.2 +1.1
IMCG iShares Morningstar Mid-Cap Growth ETF 2.1 6 91 3.2 +0.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.1 59 38 3.8 +0.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.1 35 62 4.1 +1.0
KRMA Global X Conscious Companies ETF 2.1 43 54 4.8 +1.7
ADME Aptus Drawdown Managed Equity ETF 2.0 79 18 3.4 +0.3
QUAL iShares MSCI Usa Quality Factor ETF 2.0 15 82 4.9 +1.8
VLU SPDR S&P 1500 Value Tilt ETF 2.0 12 85 6.0 +2.9
DIVZ TrueShares Low Volatility Equity Income ETF 2.0 1 96 8.4 +5.3
ABEQ Absolute Core Strategy ETF 2.0 88 9 3.8 +0.7
BLES Inspire Global Hope Large Cap ETF 2.0 52 45 4.7 +1.6
FQAL Fidelity Quality Factor ETF 2.0 29 68 4.8 +1.7
GOAT VanEck Vectors Morningstar Global Wide Moat ETF 2.0 52 45 4.8 +1.7
FLM First Trust Global Engineering and Construction ETF 1.9 70 27 7.2 +4.1
MOTO SmartETFs Smart Transportation & Technology ETF 1.9 68 29 5.3 +2.2
PKB Invesco Dynamic Building & Construction ETF 1.9 59 38 4.8 +1.7
AIRR First Trust RBA American Industrial Renaissance ETF 1.9 70 27 4.2 +1.1
FEVR Inspire Faithward Large Cap Momentum ESG ETF 1.9 85 12 3.3 +0.2
PRN Invesco DWA Industrials Momentum ETF 1.9 60 37 1.8 -1.3
GDVD Principal Active Global Dividend Income ETF 1.9 58 39 0.0 -3.1
PBP Invesco S&P 500 BuyWrite ETF 1.9 49 48 4.2 +1.1
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 22 4.3 +1.2
SCHM Schwab U.S. Mid-Cap ETF 1.9 4 93 4.6 +1.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.9 20 77 4.6 +1.5
CATH Global X S&P 500 Catholic Values Custom ETF 1.9 29 68 4.3 +1.2
XYLG Global X S&P 500 Covered Call & Growth ETF 1.9 60 37 4.3 +1.2
EPS WisdomTree U.S. Earnings 500 Fund 1.9 8 89 5.8 +2.7
SYG SPDR MFS Systematic Growth Equity ETF 1.9 60 37 0.0 -3.1
NUMV Nuveen ESG Mid-Cap Value ETF 1.9 40 57 5.4 +2.3
FNX First Trust Mid Cap Core AlphaDEX Fund 1.9 60 37 5.0 +1.9
SPLG SPDR Portfolio Large Cap ETF 1.8 3 94 4.7 +1.6
IVV iShares Core S&P 500 ETF 1.8 3 94 4.7 +1.6
FNDX Schwab Fundamental U.S. Large Co. Index ETF 1.8 25 72 5.4 +2.3
SPY SPDR S&P 500 ETF Trust 1.8 9 88 4.6 +1.5
VOO VANGUARD S&P 500 ETF 1.8 3 94 4.7 +1.6
SPXE ProShares S&P 500 Ex-Energy ETF 1.8 27 70 4.6 +1.5
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 1.8 75 22 7.3 +4.2
EGIS 2nd Vote Society Defended ETF 1.8 75 22 5.8 +2.7
STMB iShares Factors US Mid Blend Style ETF 1.8 30 67 5.3 +2.2
RNDV US Equity Dividend Select ETF 1.8 50 47 6.3 +3.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.8 2 95 4.6 +1.5
FLCA Franklin FTSE Canada ETF 1.8 9 88 6.4 +3.3
GURU Global X Guru Index ETF 1.8 75 22 2.6 -0.5
ILCB iShares Morningstar U.S. Equity ETF 1.8 3 94 4.5 +1.4
ESGU iShares MSCI USA ESG Optimized ETF 1.8 15 82 4.5 +1.4
FDVV Fidelity Core Dividend ETF 1.8 29 68 6.1 +3.0
PBUS Invesco PureBeta MSCI USA ETF 1.8 4 93 4.6 +1.5
SCHX Schwab U.S. Large-Cap ETF 1.8 3 94 4.6 +1.5
LRGF iShares Edge MSCI Multifactor USA ETF 1.7 20 77 5.9 +2.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.7 7 90 4.6 +1.5
VV Vanguard Large-Cap Index Fund 1.7 4 93 4.6 +1.5
FNDB Schwab Fundamental U.S. Broad Market Index ETF 1.7 25 72 5.3 +2.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.7 65 32 4.2 +1.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.7 15 82 4.7 +1.6
NULV Nuveen ESG Large-Cap Value ETF 1.7 35 62 5.8 +2.7
SPTM SPDR Portfolio Total Stock Market ETF 1.7 3 94 4.8 +1.7
IYY iShares Dow Jones U.S. ETF 1.7 20 77 4.4 +1.3
AFMC First Trust Active Factor Mid Cap ETF 1.7 65 32 5.2 +2.1
VONE Vanguard Russell 1000 ETF 1.7 8 89 4.5 +1.4
RESP WisdomTree US ESG Fund of Benef Interest 1.7 28 69 5.1 +2.0
SCHK Schwab 1000 Index ETF 1.7 5 92 4.5 +1.4
UIVM VictoryShares USAA MSCI International Value Momentum ETF 1.7 35 62 7.5 +4.4
IWB iShares Russell 1000 ETF 1.7 15 82 4.5 +1.4
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.7 20 77 3.6 +0.5
TPIF Timothy Plan International ETF 1.7 62 35 5.6 +2.5
RNLC Large Cap US Equity Select ETF 1.7 60 37 4.9 +1.8
DTN WisdomTree U.S. Dividend ex-Financials Fund 1.7 38 59 6.5 +3.4
FDLO Fidelity Low Volatility Factor ETF 1.7 29 68 4.3 +1.2
GBLO Global Beta Low Beta ETF 1.7 29 68 6.5 +3.4
DFAU Dimensional US Core Equity Market ETF 1.7 12 85 4.7 +1.6
QWLD SPDR MSCI World StrategicFactors ETF 1.7 30 67 5.2 +2.1
RNMC Mid Cap US Equity Select ETF 1.7 60 37 5.7 +2.6
VAMO Cambria Value & Momentum ETF 1.7 63 34 4.6 +1.5
WDIV SPDR Global Dividend ETF 1.6 40 57 8.4 +5.3
IVLC Invesco US Large Cap Core ESG ETF 1.6 48 49 4.3 +1.2
IWV iShares Russell 3000 ETF 1.6 20 77 4.3 +1.2
SCHB Schwab U.S. Broad Market ETF 1.6 3 94 4.4 +1.3
VTHR Vanguard Russell 3000 Index Fund 1.6 10 87 4.4 +1.3
OSCV Opus Small Cap Value Plus ETF 1.6 79 18 4.0 +0.9
IXC iShares Global Energy ETF 1.6 46 51 5.2 +2.1
OUSA O'Shares FTSE US Quality Dividend ETF 1.6 48 49 5.3 +2.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 94 4.4 +1.3
VTI Vanguard Total Stock Market Index Fund 1.6 3 94 4.4 +1.3
MTUM iShares MSCI USA Momentum Factor ETF 1.6 15 82 2.7 -0.4
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 1.6 30 67 5.1 +2.0
MXDU Nationwide Maximum Diversification US Core Equity ETF 1.6 34 63 4.2 +1.1
AVUS Avantis U.S. Equity ETF 1.6 15 82 4.8 +1.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.6 20 77 4.6 +1.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.6 9 88 4.8 +1.7
NULC Nuveen ESG Large-Cap ETF 1.6 20 77 4.5 +1.4
SFY SoFi Select 500 ETF 1.5 0 97 4.6 +1.5
DFAI Dimensional International Core Equity Market ETF 1.5 18 79 6.0 +2.9
QLC FlexShares US Quality Large Cap Index Fund 1.5 32 65 4.5 +1.4
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 1.5 48 49 5.4 +2.3
RECS Columbia Research Enhanced Core ETF 1.5 15 82 5.2 +2.1
RWL Invesco S&P 500 Revenue ETF 1.5 39 58 5.6 +2.5
FDRR Fidelity Dividend ETF for Rising Rates 1.5 29 68 6.1 +3.0
PZD Invesco Cleantech ETF 1.5 65 32 3.9 +0.8
FLLV Franklin Liberty U.S. Low Volatility ETF 1.5 29 68 4.7 +1.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.5 64 33 5.2 +2.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.4 46 51 5.3 +2.2
RGI Invesco S&P 500 Equal Weight Industrials ETF 1.4 40 57 3.6 +0.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 88 4.9 +1.8
QDYN FlexShares Quality Dividend Dynamic Index Fund 1.4 37 60 5.4 +2.3
XMLV Invesco S&P MidCap Low Volatility ETF 1.4 25 72 4.9 +1.8
CLRG IQ Chaikin U.S. Large Cap ETF 1.4 25 72 5.0 +1.9
AVDR AVDR US LargeCap Leading ETF 1.4 60 37 4.8 +1.7
TOK iShares MSCI Kokusai ETF 1.4 25 72 4.8 +1.7
IQSU IQ Candriam ESG US Equity ETF 1.4 9 88 4.6 +1.5
FTC First Trust Large Cap Growth AlphaDEX Fund 1.4 60 37 2.8 -0.3
DON WisdomTree U.S. MidCap Dividend Fund 1.4 38 59 6.1 +3.0
DSI iShares MSCI KLD 400 Social ETF 1.3 25 72 4.4 +1.3
HKND Humankind US Stock ETF 1.3 209 -112 3.5 +0.4
HEWC iShares Currency Hedged MSCI Canada ETF 1.3 54 43 5.8 +2.7
ESG FlexShares STOXX US ESG Impact Index Fund 1.3 32 65 4.6 +1.5
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 1.3 25 72 4.7 +1.6
RYJ Invesco Raymond James SB-1 Equity ETF 1.3 76 21 2.9 -0.2
ETHO Etho Climate Leadership U.S. ETF 1.3 48 49 3.7 +0.6
CIL VictoryShares International Volatility Weighted Index ETF 1.3 45 52 5.9 +2.8
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 1.3 45 52 5.9 +2.8
URTH iShares MSCI World ETF 1.3 24 73 4.9 +1.8
VBR Vanguard Small Cap Value Index Fund 1.3 7 90 5.7 +2.6
MGC Vanguard Mega Cap Index Fund 1.3 7 90 4.6 +1.5
LOWC SPDR MSCI ACWI Low Carbon Target ETF 1.3 20 77 5.3 +2.2
JQUA JPMorgan U.S. Quality Factor ETF 1.2 12 85 4.9 +1.8
BKLC BNY Mellon US Large Cap Core Equity ETF 1.2 0 97 4.6 +1.5
SNPE Xtrackers S&P 500 ESG ETF 1.2 10 87 4.7 +1.6
AMZA InfraCap MLP ETF 1.2 201 -104 3.7 +0.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.2 15 82 2.4 -0.7
EFIV SPDR S&P 500 ESG ETF 1.2 10 87 4.7 +1.6
JHSC John Hancock Multifactor Small Cap ETF 1.2 42 55 4.6 +1.5
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 1.2 20 77 6.6 +3.5
DGRW WisdomTree U.S. Quality Dividend Growth Fund 1.2 28 69 5.8 +2.7
DGT SPDR Global Dow ETF 1.2 50 47 6.0 +2.9
NUSC Nuveen ESG Small-Cap ETF 1.2 40 57 3.7 +0.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 77 5.2 +2.1
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.2 90 7 5.9 +2.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.1 52 45 4.8 +1.7
SDG iShares Sustainable MSCI Global Impact ETF 1.1 49 48 5.3 +2.2
IUS Invesco Strategic US ETF 1.1 19 78 5.0 +1.9
LVOL American Century Low Volatility ETF 1.1 29 68 4.6 +1.5
DWX SPDR S&P International Dividend ETF 1.1 45 52 16.7 +13.6
SYLD Cambria Shareholder Yield ETF 1.1 59 38 6.8 +3.7
IMTM iShares Edge MSCI Intl Momentum Factor ETF 1.1 30 67 3.9 +0.8
AUSF Global X Adaptive U.S. Factor ETF 1.1 27 70 7.1 +4.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.1 12 85 5.3 +2.2
VTWV Vanguard Russell 2000 Value Index Fund 1.1 15 82 4.6 +1.5
PSCU Invesco S&P SmallCap Utilities ETF 1.1 29 68 3.5 +0.4
ACWI iShares MSCI ACWI ETF 1.1 32 65 5.0 +1.9
IWN iShares Russell 2000 Value ETF 1.1 24 73 4.6 +1.5
SHE SPDR SSGA Gender Diversity Index ETF 1.1 20 77 3.9 +0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.1 10 87 4.7 +1.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.1 29 68 4.7 +1.6
SUSL iShares ESG MSCI USA Leaders ETF 1.1 10 87 4.7 +1.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.1 15 82 6.2 +3.1
VT Vanguard Total World Stock ETF 1.1 8 89 5.2 +2.1
MDYV SPDR S&P 400 Mid Cap Value ETF 1.1 15 82 6.2 +3.1
IJJ iShares S&P Mid-Cap 400 Value ETF 1.1 18 79 6.2 +3.1
SCHC Schwab International Small-Cap Equity ETF 1.0 11 86 4.9 +1.8
TAN Invesco Solar ETF 1.0 69 28 0.4 -2.7
GXF Global X FTSE Nordic Region ETF 1.0 56 41 7.1 +4.0
NUDM Nuveen ESG International Developed Markets Equity ETF 1.0 40 57 5.6 +2.5
EDEN iShares MSCI Denmark Capped ETF 1.0 53 44 5.0 +1.9
JIG JPMorgan International Growth ETF 1.0 55 42 2.5 -0.6
SDIV Global X SuperDividend ETF 1.0 59 38 14.0 +10.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.0 80 17 4.7 +1.6
IWP iShares Russell Mid-Cap Growth ETF 1.0 24 73 2.8 -0.3
IWL iShares Russell Top 200 ETF 1.0 15 82 4.5 +1.4
JHMI John Hancock Multifactor Industrials ETF 1.0 40 57 4.6 +1.5
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 1.0 49 48 4.2 +1.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.0 75 22 2.3 -0.8
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 1.0 32 65 5.5 +2.4
SDGA Impact Shares Sustainable Development Goals Global ETF 1.0 75 22 5.3 +2.2
GSPY Gotham Enhanced 500 ETF 1.0 50 47 4.6 +1.5
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 1.0 17 80 3.9 +0.8
SMEZ SPDR EURO STOXX Small Cap ETF 1.0 45 52 0.0 -3.1
SFYX Sofi Next 500 ETF 1.0 0 97 4.9 +1.8
VB Vanguard Small-Cap ETF 1.0 5 92 4.2 +1.1
EQWL Invesco Russell Top 200 Equal Weight ETF 0.9 25 72 5.5 +2.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 72 5.4 +2.3
BFOR Barron's 400 ETF 0.9 65 32 5.5 +2.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.9 12 85 4.4 +1.3
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.9 30 67 6.1 +3.0
XSLV Invesco S&P SmallCap Low Volatility ETF 0.9 25 72 4.9 +1.8
VUSE Vident Core US Equity Fund 0.9 48 49 6.3 +3.2
DTEC ALPS Disruptive Technologies ETF 0.9 50 47 2.9 -0.2
QVAL Alpha Architect U.S. Quantitative Value ETF 0.9 49 48 7.3 +4.2
FDEV Fidelity Targeted International Factor ETF 0.9 39 58 5.6 +2.5
SYV SPDR MFS Systematic Value Equity ETF 0.9 60 37 0.0 -3.1
PEXL Pacer US Export Leaders ETF 0.9 60 37 3.8 +0.7
WLDR Affinity World Leaders Equity ETF 0.8 47 50 7.7 +4.6
GRES IQ Global Resources ETF 0.8 78 19 6.5 +3.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.8 63 34 2.0 -1.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 88 5.0 +1.9
FDT First Trust Developed Markets ex-US Alphadex Fund 0.8 80 17 7.5 +4.4
IQDG WisdomTree International Quality Dividend Growth Fund 0.8 42 55 5.9 +2.8
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 68 4.2 +1.1
IDMO Invesco S&P International Developed Momentum ETF 0.8 25 72 3.6 +0.5
XVV iShares ESG Screened S&P 500 ETF 0.8 8 89 4.7 +1.6
VOT Vanguard Mid-Cap Growth Index Fund 0.8 7 90 2.7 -0.4
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.8 6 91 4.0 +0.9
PSC Principal U.S. Small Cap Index ETF 0.8 38 59 4.3 +1.2
XLG Invesco S&P 500 Top 50 ETF 0.8 20 77 4.2 +1.1
HLAL Wahed FTSE USA Shariah ETF 0.8 50 47 4.0 +0.9
FSMD Fidelity Small-Mid Factor ETF 0.8 29 68 5.7 +2.6
VFVA Vanguard U.S. Value Factor ETF 0.8 14 83 7.8 +4.7
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.8 58 39 5.8 +2.7
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.8 29 68 7.0 +3.9
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.8 30 67 7.7 +4.6
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.8 40 57 5.2 +2.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.8 7 90 3.9 +0.8
DIVB iShares U.S. Dividend & Buyback ETF 0.8 25 72 5.6 +2.5
ILCG iShares Morningstar Growth ETF 0.8 4 93 3.2 +0.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.7 11 86 5.3 +2.2
TMFC Motley Fool 100 Index ETF 0.7 50 47 3.2 +0.1
KOMP SPDR Kensho New Economies Composite ETF 0.7 20 77 2.0 -1.1
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.7 38 59 6.4 +3.3
SMDY Syntax Stratified MidCap ETF 0.7 30 67 4.8 +1.7
RBIN Nationwide Risk-Based International Equity ETF 0.7 42 55 5.7 +2.6
FVAL Fidelity Value Factor ETF 0.7 29 68 6.3 +3.2
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.7 50 47 3.5 +0.4
IWM iShares Russell 2000 ETF 0.7 19 78 2.6 -0.6
VTWO Vanguard Russell 2000 Index Fund 0.7 10 87 2.7 -0.5
IGRO iShares International Dividend Growth ETF 0.7 15 82 6.6 +3.5
JVAL JPMorgan U.S. Value Factor ETF 0.7 12 85 6.5 +3.4
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 91 5.8 +2.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.7 20 77 4.0 +0.9
FYT First Trust Small Cap Value AlphaDEX Fund 0.7 72 25 7.4 +4.3
AFSM First Trust Active Factor Small Cap ETF 0.7 77 20 4.6 +1.5
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 0.6 60 37 3.3 +0.2
RFDI First Trust Riverfront Dynamic Developed International ETF 0.6 83 14 5.0 +1.9
QQQM Invesco NASDAQ 100 ETF 0.6 15 82 3.7 +0.6
QQQ Invesco QQQ Trust 0.6 20 77 3.7 +0.6
ECOZ TrueMark ESG Active Opportunities ETF 0.6 58 39 3.2 +0.1
NUSI Nationwide Risk-Managed Income ETF 0.6 68 29 3.2 +0.1
SSLY Syntax Stratified SmallCap ETF 0.6 30 67 4.6 +1.5
ISZE iShares Edge MSCI Intl Size Factor ETF 0.6 30 67 5.8 +2.7
QYLD Global X NASDAQ 100 Covered Call ETF 0.6 60 37 3.2 +0.1
OEF iShares S&P 100 ETF 0.6 20 77 4.4 +1.3
ESGV Vanguard ESG U.S. Stock ETF 0.6 12 85 4.5 +1.4
BKSE BNY Mellon US Small Cap Core Equity ETF 0.6 4 93 4.6 +1.5
VOOG Vanguard S&P 500 Growth ETF 0.6 10 87 3.9 +0.8
AVDE Avantis International Equity ETF 0.6 23 74 6.5 +3.4
SPYG SPDR Portfolio S&P 500 Growth ETF 0.6 4 93 3.9 +0.8
IVW iShares S&P 500 Growth ETF 0.6 18 79 3.8 +0.7
SIMS SPDR S&P Kensho Intelligent Structures ETF 0.6 45 52 3.7 +0.6
COWZ Pacer US Cash Cows 100 ETF 0.6 49 48 8.0 +4.9
SPMD SPDR Portfolio Mid Cap ETF 0.6 5 92 5.3 +2.2
IVOO Vanguard S&P Mid-Cap 400 ETF 0.6 10 87 5.2 +2.1
IJH iShares Core S&P Mid-Cap ETF 0.6 5 92 5.3 +2.2
PIZ Invesco DWA Developed Markets Momentum ETF 0.6 80 17 3.5 +0.4
IUSG iShares Core S&P US Growth ETF 0.6 4 93 3.9 +0.8
PQSG PGIM QMA Strategic Alpha Small-Cap Growth ETF 0.5 29 68 0.8 -2.3
EZM WisdomTree U.S. MidCap Earnings Fund 0.5 38 59 7.0 +3.9
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.5 24 73 5.6 +2.5
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.5 25 72 4.6 +1.5
VXF Vanguard Extended Market Index Fund 0.5 6 91 2.6 -0.6
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.5 58 39 5.9 +2.8
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 72 5.7 +2.6
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.5 21 76 3.1 +0.0
SCHA Schwab U.S. Small-Cap ETF 0.5 4 93 3.5 +0.4
SMMD iShares Russell 2500 ETF 0.5 15 82 4.6 +1.5
PLC Principal U.S. Large-Cap Multi-Factor Core Index ETF 0.5 15 82 0.0 -3.1
IDV iShares International Select Dividend ETF 0.5 49 48 9.0 +5.9
FID First Trust S&P International Dividend Aristocrats ETF 0.5 60 37 8.2 +5.1
LVHI Legg Mason International Low Volatility High Dividend ETF 0.5 40 57 8.1 +5.0
FIDI Fidelity International High Dividend ETF 0.5 39 58 8.0 +4.9
REM iShares Mortgage Real Estate ETF 0.5 48 49 12.7 +9.6
MORT VanEck Vectors Mortgage REIT Income ETF 0.5 41 56 12.6 +9.5
VBK Vanguard Small-Cap Growth Index Fund 0.5 7 90 1.9 -1.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.5 63 34 5.3 +2.2
ISCB iShares Morningstar Small-Cap ETF 0.5 4 93 4.0 +0.9
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.4 42 55 4.7 +1.6
SPMO Invesco S&P 500 Momentum ETF 0.4 13 84 3.5 +0.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 72 5.8 +2.7
RPV Invesco S&P 500 Pure Value ETF 0.4 35 62 8.3 +5.2
XLI Industrial Select Sector SPDR Fund 0.4 12 85 4.4 +1.3
RAFE PIMCO RAFI ESG U.S. ETF 0.4 30 67 6.3 +3.2
SQEW LeaderShares Equity Skew ETF 0.4 75 22 5.5 +2.4
RNDM First Trust Developed International Equity Select ETF 0.4 65 32 5.3 +2.2
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.4 20 77 4.9 +1.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.4 30 67 4.9 +1.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.4 39 58 5.6 +2.5
VFMO Vanguard U.S. Momentum Factor ETF 0.4 13 84 2.6 -0.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 59 6.0 +2.9
ACSG Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 0.4 16 81 5.8 +2.7
RNSC Small Cap US Equity Select ETF 0.4 60 37 5.4 +2.3
INTF iShares Edge MSCI Multifactor Intl ETF 0.4 30 67 7.1 +4.0
PSM Principal U.S. Small-MidCap Multi-Factor Core Index ETF 0.4 20 77 0.0 -3.1
IDEV iShares Core MSCI International Developed Markets ETF 0.4 5 92 6.0 +2.9
AIIQ AI Powered International Equity ETF 0.4 79 18 3.5 +0.4
STSB iShares Factors US Small Blend Style ETF 0.4 35 62 3.5 +0.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 52 6.9 +3.8
XT iShares Exponential Technologies ETF 0.4 47 50 4.6 +1.5
XJH iShares ESG Screened S&P Mid-Cap ETF 0.4 12 85 5.2 +2.1
RYT Invesco S&P 500 Equal Weight Technology ETF 0.4 40 57 4.8 +1.7
SPHB Invesco S&P 500 High Beta ETF 0.4 25 72 4.8 +1.7
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 0.4 69 28 4.5 +1.4
RFFC RiverFront Dynamic US Flex-Cap ETF 0.4 52 45 4.4 +1.3
PWC Invesco Dynamic Market ETF 0.4 58 39 4.2 +1.1
RPG Invesco S&P 500 Pure Growth ETF 0.4 35 62 3.1 +0.0
QQQN VictoryShares Nasdaq Next 50 ETF 0.4 18 79 3.1 0.0
SLT Pacer Salt High truBeta US Market ETF 0.4 60 37 2.8 -0.3
PDP Invesco DWA Momentum ETF 0.4 62 35 2.5 -0.6
CTEC Global X CleanTech ETF 0.4 50 47 2.3 -0.8
PTF Invesco DWA Technology Momentum ETF 0.4 60 37 1.2 -1.9
ALFA AlphaClone Alternative Alpha ETF 0.4 65 32 0.8 -2.3
BTEK BlackRock Future Tech ETF 0.4 88 9 -0.3 -3.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.4 49 48 -0.8 -3.9
PQSV PGIM QMA Strategic Alpha Small-Cap Value ETF 0.4 29 68 5.9 +2.8
IUSS Invesco Strategic US Small Company ETF 0.4 23 74 3.3 +0.2
VEA Vanguard FTSE Developed Markets ETF 0.4 5 92 6.2 +3.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.4 9 88 3.4 +0.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 58 5.9 +2.8
FIVA Fidelity International Value Factor ETF 0.4 39 58 7.9 +4.8
FIDU Fidelity MSCI Industrials Index ETF 0.3 8 89 4.6 +1.5
BKIE BNY Mellon International Equity ETF 0.3 4 93 6.3 +3.2
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.3 58 39 4.9 +1.8
VLUE iShares MSCI USA Value Factor ETF 0.3 15 82 8.8 +5.7
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.3 14 83 5.7 +2.6
EFG iShares MSCI EAFE Growth ETF 0.3 40 57 3.9 +0.8
SPVU Invesco S&P 500 Enhanced Value ETF 0.3 13 84 8.2 +5.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 58 3.7 +0.6
VIS Vanguard Industrials Index Fund 0.3 10 87 4.3 +1.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.3 41 56 6.0 +2.9
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.3 24 73 6.4 +3.3
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 45 5.6 +2.5
FLEH Franklin FTSE Europe Hedged ETF 0.3 9 88 6.1 +3.0
IDLB Invesco FTSE International Low Beta Equal Weight ETF 0.3 45 52 5.7 +2.6
FLEE Franklin FTSE Europe ETF 0.3 9 88 6.0 +2.9
SCHF Schwab International Equity ETF 0.3 6 91 6.2 +3.1
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.3 35 62 5.9 +2.8
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.3 35 62 5.9 +2.8
BBEU JPMorgan BetaBuilders Europe ETF 0.3 9 88 6.2 +3.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.3 32 65 6.1 +3.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.3 4 93 5.9 +2.8
ISMD Inspire Small/Mid Cap Impact ETF 0.3 60 37 4.5 +1.4
TTAC TrimTabs US Free Cash Flow Quality ETF 0.3 59 38 4.5 +1.4
VGK Vanguard FTSE Europe ETF 0.3 8 89 6.1 +3.0
VXUS Vanguard Total International Stock ETF 0.3 8 89 6.3 +3.2
IYJ iShares U.S. Industrials ETF 0.3 42 55 4.6 +1.5
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.3 47 50 8.4 +5.3
PDEV Principal International Multi-Factor Core Index ETF 0.3 25 72 6.5 +3.4
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.3 46 51 5.7 +2.6
IXUS ishares Core MSCI Total International Stock ETF 0.2 9 88 6.2 +3.1
SPEU SPDR Portfolio Europe ETF 0.2 9 88 6.0 +2.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.2 15 82 5.3 +2.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.2 70 27 1.1 -2.0
IEV iShares Europe ETF 0.2 59 38 5.7 +2.6
QGRO American Century STOXX U.S. Quality Growth ETF 0.2 29 68 4.2 +1.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 72 5.7 +2.6
IEUR iShares Core MSCI Europe ETF 0.2 9 88 6.0 +2.9
IWO iShares Russell 2000 Growth ETF 0.2 24 73 0.1 -3.0
IQSI IQ Candriam ESG International Equity ETF 0.2 15 82 6.0 +2.9
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.2 35 62 5.8 +2.7
VTWG Vanguard Russell 2000 Growth Index Fund 0.2 15 82 0.2 -2.9
VYMI Vanguard International High Dividend Yield ETF 0.2 27 70 8.6 +5.5
EXI iShares Global Industrials ETF 0.2 46 51 4.3 +1.2
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.2 23 74 6.0 +2.9
VSGX Vanguard ESG International Stock ETF 0.2 17 80 6.1 +3.0
SLYG SPDR S&P 600 Small Cap Growth ETF 0.2 15 82 4.6 +1.5
VEGN US Vegan Climate ETF 0.2 60 37 3.9 +0.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 8 89 6.4 +3.3
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 79 4.6 +1.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 72 7.3 +4.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 58 6.5 +3.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 16 81 4.6 +1.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 58 3.5 +0.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.2 12 85 5.2 +2.1
ISCG iShares Morningstar Small-Cap Growth ETF 0.2 6 91 1.8 -1.3
SPSM SPDR Portfolio Small Cap ETF 0.2 5 92 5.4 +2.3
IJR iShares Core S&P Small Cap ETF 0.2 6 91 5.4 +2.3
SLY SPDR S&P 600 Small Cap ETF 0.2 15 82 5.3 +2.2
VIOO Vanguard S&P Small-Cap 600 ETF 0.2 10 87 5.4 +2.3
VFQY Vanguard U.S. Quality Factor ETF 0.2 13 84 4.9 +1.8
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 93 3.3 +0.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 78 5.0 +1.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 15 82 6.1 +3.0
EES WisdomTree SmallCap Earnings Fund 0.2 38 59 7.1 +4.0
SLYV SPDR S&P 600 Small Cap Value ETF 0.2 15 82 6.0 +2.9
ESGD iShares MSCI EAFE ESG Optimized ETF 0.2 20 77 6.0 +2.9
IJS iShares S&P Small-cap 600 Value ETF 0.2 18 79 5.9 +2.8
HLGE Hartford Longevity Economy ETF 0.2 44 53 5.9 +2.8
USXF iShares ESG Advanced MSCI USA ETF 0.2 10 87 4.4 +1.3
VONG Vanguard Russell 1000 Growth Index Fund 0.2 8 89 3.8 +0.7
IWF iShares Russell 1000 Growth ETF 0.2 19 78 3.7 +0.6
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.2 58 39 6.5 +3.4
EWGS iShares MSCI Germany Small Cap ETF 0.2 59 38 4.8 +1.7
IMOM Alpha Architect International Quantitative Momentum ETF 0.2 59 38 3.2 +0.1
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 77 6.0 +2.9
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 77 5.9 +2.8
QEFA SPDR MSCI EAFE Quality Mix ETF 0.2 30 67 5.8 +2.7
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.2 40 57 5.0 +1.9
XLK Technology Select Sector SPDR Fund 0.2 12 85 4.2 +1.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.2 40 57 6.8 +3.7
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 0.2 7 90 6.2 +3.1
JHMD John Hancock Multifactor Developed International ETF 0.2 39 58 6.1 +3.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.2 60 37 4.8 +1.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 61 5.9 +2.8
EFA iShares MSCI EAFE ETF 0.2 32 65 5.9 +2.8
IYW iShares U.S. Technology ETF 0.2 43 54 3.6 +0.5
DOL WisdomTree International LargeCap Dividend Fund 0.2 48 49 6.7 +3.6
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF 0.1 35 62 6.2 +3.1
DWM WisdomTree International Equity Fund 0.1 48 49 6.7 +3.6
JSML Janus Henderson Small Cap Growth Alpha ETF 0.1 30 67 5.1 +2.0
IEFA iShares Core MSCI EAFE ETF 0.1 7 90 6.1 +3.0
PY Principal Shareholder Yield Index ETF 0.1 15 82 7.6 +4.5
HFXI IQ 50 Percent Hedged FTSE International ETF 0.1 20 77 6.2 +3.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.1 39 58 7.8 +4.7
VGT Vanguard Information Technology Index Fund 0.1 10 87 4.0 +0.9
VFMF Vanguard U.S. Multifactor ETF 0.1 19 78 6.1 +3.0
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 89 4.0 +0.9
IXN iShares Global Tech ETF 0.1 46 51 3.8 +0.7
VUG Vanguard Growth Index Fund 0.1 4 93 3.5 +0.4
STLC iShares Factors US Blend Style ETF 0.1 25 72 5.3 +2.2
ACWF iShares MSCI Global Multifactor ETF 0.1 35 62 6.6 +3.5
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 58 5.0 +1.9
IGM iShares Expanded Tech Sector ETF 0.1 46 51 3.4 +0.3
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.1 35 62 4.7 +1.6
IDHQ Invesco S&P International Developed Quality ETF 0.1 29 68 5.0 +1.9
STLG iShares Factors US Growth Style ETF 0.1 25 72 4.7 +1.6
DXGE WisdomTree Germany Hedged Equity Fund 0.1 48 49 7.3 +4.2
IVLU iShares Edge MSCI Intl Value Factor ETF 0.1 30 67 9.3 +6.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 48 4.3 +1.2
IEUS iShares MSCI Europe Small-Cap ETF 0.1 40 57 4.9 +1.8
IQIN IQ 500 International ETF 0.1 25 72 7.0 +3.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 49 48 3.7 +0.6
STLV iShares Factors US Value Style ETF 0.1 25 72 6.6 +3.5
HEFA iShares Currency Hedged MSCI EAFE ETF 0.1 35 62 5.9 +2.8
DEFA iShares Adaptive Currency Hedged MSCI EAFE ETF 0.1 35 62 5.9 +2.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.1 30 67 5.0 +1.9
FNCL Fidelity MSCI Financials Index ETF 0.1 8 89 6.9 +3.8
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.1 60 37 3.9 +0.8
VFH Vanguard Financials Index Fund 0.1 10 87 6.9 +3.8
DIM WisdomTree International MidCap Dividend Fund 0.1 58 39 6.6 +3.5
IETC iShares Evolved U.S. Technology ETF 0.1 18 79 3.6 +0.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 58 5.1 +2.0
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 67 6.0 +2.9
ROSC Hartford Multifactor Small Cap ETF 0.1 34 63 6.6 +3.5
SCZ iShares MSCI Eafe Small-Cap ETF 0.1 40 57 5.1 +2.0
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 63 6.9 +3.8
VIGI Vanguard International Dividend Appreciation ETF 0.1 20 77 4.8 +1.7
MDY SPDR S&P Midcap 400 ETF Trust 0.0 23 74 5.1 +2.0
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF 0.0 43 54 5.3 +2.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 47 50 5.5 +2.4

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

  2016 2017 2018 2019 2020 2021E 2022E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2020 2021E 2022E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 First Trust EIP Carbon Impact 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™


Calculation of ALTAR Score™
Avg. Return on Equity 9.6 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 97 bp
Equals: ALTAR Score 3.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.53 CATEGORY
AVERAGE		 1.47
 
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.