Global X Telemedicine & Digital Health ETF
ALTAR
Score™
-2.4% info Recommen-
dation
AVOID
2022E    2023E
P/E
ratio
-23.2x P/Sales
ratio
2.7x
P/BV
ratio
3.3x Div.
yield
0.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
EDOC invests in companies positioned to benefit from further advances in the field of telemedicine and digital health. This includes companies involved in Telemedicine, Health Care Analytics, Connected Health Care Devices, and Administrative Digitization.

FUND BASICS
Category Global Equities
Fund Sponsor Global X
Website www.globalxetfs.com
Inception date Jul 28, 2020
Assets (mns) $164
Currency USD
Expense ratio 68 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 39
Wgt avg mkt cap (mns) $30,770
Large cap (>$10bn) 33.1%
Mid cap ($2-10bn) 48.6%
Small cap (<$2bn) 16.8%
Developed mkts 95.3%
Emerging mkts 4.7%

TOP TEN HOLDINGS
JD HEALTH INTERNATIONAL, INC. 6.1 %
ALIBABA HEALTH INFORMATION TECHNOL 5.6 %
MASIMO CORPORATION 5.2 %
OMNICELL INC 4.9 %
CHANGE HEALTHCARE, INC. 4.8 %
AGILENT TECHNOLOGIES INC 4.7 %
RESMED INC-CDI 4.5 %
LABORATORY CRP OF AMER HLDGS 4.4 %
UNITEDHEALTH GROUP INC 4.3 %
R1 RCM INC 4.2 %
Total 48.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 81.7 %
CHINA 8.9 %
HONG KONG 5.8 %
GERMANY 2.4 %







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.
-30.4% -40.3% -- -- -14.6%

Market Correlations
versus... Beta R-squared
S&P500 0.85 45%
MSCI EAFE 0.85 45%
MSCI Emg. Mkts. 1.13 50%

Technical Indicators
Recent close $11.52
30d moving avg. $11.62
Annualized volatility 22.2%
Short interest (ETF) 0.1%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 57
Turnover 0.4%
Bid/Ask (% of price) 0.40%
ADV underlying (mns) $3,364

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 660 potential alternatives to the Global X Telemedicine & Digital Health ETF ETF based on the alternatives' overlap in portfolio holdings with EDOC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EDOC Expense: 68 bp ALTAR Score™: -2.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EDOC
Ticker Fund
Name
Overlap1
vs EDOC
(%)
Expense
ratio
(bp)
Savings
vs EDOC
(bp)
ALTAR
Score™
(%)
ALTAR
vs EDOC
(%)
FDHT Fidelity Digital Health ETF 32.7 39 29 0.2 +2.7
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 16.8 65 3 0.1 +2.5
HTEC ROBO Global Healthcare Technology & Innovation ETF 14.1 68 0 0.5 +2.9
IHF iShares U.S. Healthcare Providers ETF 12.6 42 26 6.5 +8.9
PTH Invesco DWA Healthcare Momentum ETF 11.8 60 8 2.3 +4.7
XHS SPDR S&P Health Care Services ETF 10.5 35 33 3.6 +6.1
PINK Simplify Health Care ETF 9.6 50 18 4.9 +7.3
GNOM Global X Genomics & Biotechnology ETF 9.5 50 18 -8.6 -6.2
JHMH John Hancock Multifactor Healthcare ETF 8.9 40 28 7.1 +9.5
ARKG ARK Genomic Revolution ETF 8.8 75 -7 -10.5 -8.1
IEHS iShares Evolved U.S. Healthcare Staples ETF 8.5 18 50 6.2 +8.7
PSCH Invesco S&P SmallCap Health Care ETF 8.4 29 39 4.3 +6.8
FHLC Fidelity MSCI Health Care Index ETF 7.3 8 60 6.3 +8.7
XDNA Strategic CRISPR & Gene Editing Technology ETF 7.2 78 -10 -4.3 -1.9
PSJ Invesco Dynamic Software ETF 7.2 56 12 3.9 +6.4
FXH First Trust Health Care AlphaDEX Fund 7.2 61 7 7.5 +9.9
RYH Invesco S&P 500 Equal Weight Health Care ETF 7.0 40 28 7.4 +9.8
IYH iShares U.S. Healthcare ETF 7.0 43 25 6.9 +9.4
VHT Vanguard Health Care Index Fund 6.9 10 58 6.3 +8.8
KWEB KraneShares CSI China Internet ETF 6.8 76 -8 -1.2 +1.3
XLV Health Care Select Sector SPDR Fund 6.8 10 58 7.9 +10.4
KTEC KraneShares Hang Seng TECH Index ETF 6.6 69 -1 -1.1 +1.3
ARKK ARK Innovation ETF 6.2 75 -7 -6.8 -4.3
PUNK Subversive Metaverse ETF 6.2 75 -7 2.6 +5.0
KEMQ Kraneshares Emerging Markets Consumer Technology Index ETF 6.1 60 8 0.5 +3.0
BMED BlackRock Future Health ETF 6.1 85 -17 2.1 +4.5
IXJ iShares Global Healthcare ETF 6.1 43 25 6.9 +9.3
HELX Franklin Genomic Advancements ETF 6.0 50 18 4.3 +6.8
IWFH iShares Virtual Work and Life Multisector ETF 5.9 47 21 -1.3 +1.2
MDEV First Trust Indxx Medical Devices ETF 5.8 70 -2 3.7 +6.1
RAYD Rayliant Quantitative Developed Market Equity ETF 5.7 80 -12 9.6 +12.1
LRGE ClearBridge Large Cap Growth ESG ETF 5.6 59 9 4.5 +7.0
XHE SPDR S&P Health Care Equipment ETF 5.3 35 33 -1.5 +1.0
AILG Alpha Intelligent - Large Cap Growth ETF 5.3 85 -17 4.3 +6.7
WDNA WisdomTree BioRevolution Fund 5.0 45 23 -4.1 -1.6
JFWD Jacob Forward ETF 4.8 75 -7 -13.8 -11.3
ZECP Zacks Earnings Consistent Portfolio ETF 4.7 55 13 6.3 +8.8
CACG ClearBridge All Cap Growth ETF 4.7 53 15 4.6 +7.0
SXQG 6 Meridian Quality Growth ETF 4.6 100 -32 5.7 +8.1
MMLG First Trust Multi-Manager Large Growth ETF 4.6 85 -17 2.9 +5.3
TINY ProShares Nanotechnology ETF 4.5 58 10 1.9 +4.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 4.5 50 18 6.2 +8.6
SHE SPDR SSGA Gender Diversity Index ETF 4.5 20 48 6.2 +8.6
IUSA Amberwave Invest USA JSG Fund 4.4 67 1 6.8 +9.2
GERM ETFMG Treatments Testing and Advancements ETF 4.4 68 0 -10.5 -8.1
DIVZ TrueShares Low Volatility Equity Income ETF 4.3 65 3 8.1 +10.6
DIA SPDR Dow Jones Industrial Average ETF Trust 4.3 16 52 7.1 +9.5
DJIA Global X Dow 30 Covered Call ETF 4.3 60 8 6.5 +9.0
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 4.3 55 13 6.4 +8.9
SPMO Invesco S&P 500 Momentum ETF 4.3 13 55 6.3 +8.7
MTUM iShares MSCI USA Momentum Factor ETF 4.3 15 53 5.9 +8.3
HART IQ Healthy Hearts ETF 4.3 45 23 5.5 +7.9
IVSG Invesco Select Growth ETF 4.3 48 20 5.3 +7.7
PZLD Puzzle Divdend Leaders 4.3 10 58 7.1 +9.6
GVIP Goldman Sachs Hedge Industry VIP ETF 4.2 45 23 4.8 +7.2
MBCC Monarch Blue Chips Core ETF 4.2 125 -57 4.1 +6.5
AUSF Global X Adaptive U.S. Factor ETF 4.2 27 41 6.3 +8.7
IHI iShares U.S. Medical Devices ETF 4.2 41 27 4.5 +6.9
GDOC Goldman Sachs Future Health Care Equity ETF 4.1 75 -7 1.8 +4.3
GFGF Guru Favorite Stocks ETF 4.1 65 3 7.0 +9.4
VEGN US Vegan Climate ETF 4.1 60 8 6.1 +8.5
FIW First Trust Water ETF 4.1 54 14 4.3 +6.8
ROBO Robo Global Robotics & Automation Index ETF 4.1 95 -27 3.8 +6.3
JSML Janus Henderson Small Cap Growth Alpha ETF 4.0 30 38 10.4 +12.9
BTEC Principal Healthcare Innovators Index ETF 4.0 42 26 -6.2 -3.7
MKEM Meakem Value and Inflation Screen 4.0 10 58 5.4 +7.9
SDEP SFP Core Equity Strategy 4.0 0 68 7.2 +9.6
ARKW ARK Web x.0 ETF 3.9 83 -15 -15.1 -12.7
FTCS First Trust Capital Strength ETF 3.9 56 12 7.0 +9.4
VIG Vanguard Dividend Appreciation Index Fund 3.8 6 62 6.7 +9.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.8 60 8 5.1 +7.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 3.8 60 8 6.5 +8.9
XITK SPDR FactSet Innovative Technology ETF 3.8 45 23 -3.6 -1.1
CGUS Capital Group Core Equity ETF 3.8 33 35 6.5 +9.0
VIRS Pacer BioThreat Strategy ETF 3.7 70 -2 7.6 +10.0
FCPI Fidelity Stocks for Inflation ETF 3.6 29 39 10.1 +12.5
IPOS Renaissance International IPO ETF 3.5 80 -12 -1.8 +0.7
MDCP VictoryShares THB Mid Cap ESG ETF 3.5 55 13 6.5 +8.9
DSTL Distillate US Fundamental Stability & Value ETF 3.5 39 29 7.7 +10.1
SCHG Schwab U.S. Large-Cap Growth ETF 3.4 4 64 5.0 +7.4
IWX iShares Russell Top 200 Value ETF 3.4 20 48 7.6 +10.0
IVLC Invesco US Large Cap Core ESG ETF 3.4 48 20 6.2 +8.6
MGV Vanguard Mega Cap Value ETF 3.3 7 61 7.9 +10.3
ZIG The Acquirers Fund 3.3 89 -21 13.9 +16.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.3 60 8 5.9 +8.3
SNSR Global X Internet of Things Thematic ETF 3.3 68 0 5.7 +8.1
FBCV Fidelity Blue Chip Value ETF 3.3 59 9 7.4 +9.8
EDOW First Trust Dow 30 Equal Weight ETF 3.2 50 18 7.5 +9.9
EGIS 2nd Vote Society Defended ETF 3.2 75 -7 7.5 +9.9
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 3.2 58 10 4.1 +6.5
PWB Invesco Dynamic Large Cap Growth ETF 3.2 56 12 5.0 +7.5
APXH Apex Healthcare ETF 3.2 90 -22 8.7 +11.1
PLAT WisdomTree Modern Tech Platforms Fund 3.1 20 48 2.0 +4.4
BBH VanEck Biotech ETF 3.1 35 33 6.0 +8.4
SPMV Invesco S&P 500 Minimum Variance ETF 3.0 10 58 5.9 +8.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.0 35 33 8.4 +10.8
LYFE 2nd Vote Life Neutral Plus ETF 3.0 75 -7 8.1 +10.6
DEIF Sterling Capital Diverse Multi-Manager Active ETF 3.0 65 3 7.0 +9.4
TMFC Motley Fool 100 Index ETF 3.0 50 18 5.0 +7.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.0 38 30 7.2 +9.6
PFM Invesco Dividend Achievers ETF 2.9 53 15 6.6 +9.0
CCOR Core Alternative ETF 2.9 109 -41 5.0 +7.4
PDP Invesco DWA Momentum ETF 2.9 62 6 5.7 +8.2
CGGR Capital Group Growth ETF 2.8 39 29 5.1 +7.5
VTV Vanguard Value Index Fund 2.8 4 64 7.9 +10.4
IBB iShares NASDAQ Biotechnology ETF 2.8 45 23 0.1 +2.6
CGGO Capital Group Global Growth Equity ETF 2.8 47 21 4.7 +7.1
GBGR Global Beta Momentum-Growth ETF 2.8 29 39 2.1 +4.5
IBBQ Invesco Nasdaq Biotechnology ETF 2.8 0 68 0.1 +2.5
OUSA O'Shares FTSE US Quality Dividend ETF 2.7 48 20 7.3 +9.8
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 2.7 85 -17 7.6 +10.0
ARKF ARK Fintech Innovation ETF 2.7 75 -7 0.0 +2.4
JOET Virtus Terranova US Quality Momentum ETF 2.7 29 39 6.9 +9.4
CGDV Capital Group Dividend Value ETF 2.6 33 35 6.7 +9.1
NACP Impact Shares NAACP Minority Empowerment ETF 2.6 49 19 6.4 +8.8
DGRW WisdomTree U.S. Quality Dividend Growth Fund 2.6 28 40 7.4 +9.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.6 19 49 7.2 +9.7
XLG Invesco S&P 500 Top 50 ETF 2.6 20 48 5.8 +8.3
NZRO Strategy Shares Halt Climate Change ETF 2.6 95 -27 1.9 +4.4
THNQ ROBO Global Artificial Intelligence ETF 2.5 68 0 3.5 +6.0
YLDE ClearBridge Dividend Strategy ESG ETF 2.5 60 8 6.3 +8.7
IEFN iShares Evolved U.S. Financials ETF 2.5 18 50 9.7 +12.1
RAFE PIMCO RAFI ESG U.S. ETF 2.5 30 38 8.8 +11.3
XOUT GraniteShares XOUT U.S. Large Cap ETF 2.5 60 8 5.8 +8.3
RFFC RiverFront Dynamic US Flex-Cap ETF 2.5 52 16 6.1 +8.5
SPQQ Siren Large Cap Blend Index ETF 2.5 20 48 0.0 +2.4
BTHM BlackRock Future U.S. Themes ETF 2.5 60 8 6.7 +9.1
ILCV iShares Morningstar Value ETF 2.5 4 64 7.7 +10.2
VONV Vanguard Russell 1000 Value Index Fund 2.5 8 60 7.7 +10.1
IWD iShares Russell 1000 Value ETF 2.5 19 49 7.6 +10.0
JVAL JPMorgan U.S. Value Factor ETF 2.5 12 56 9.6 +12.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.4 65 3 3.4 +5.8
SPGP Invesco S&P 500 GARP ETF 2.4 36 32 8.7 +11.2
AQGX AI Quality Growth ETF 2.4 97 -29 5.3 +7.7
LGBT LGBTQ + ESG100 ETF 2.4 75 -7 0.0 +2.4
ISHP First Trust S-Network E-Commerce ETF 2.4 60 8 4.1 +6.6
QUS SPDR MSCI USA StrategicFactors ETF 2.4 15 53 6.8 +9.3
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 2.4 50 18 3.5 +5.9
IWP iShares Russell Mid-Cap Growth ETF 2.4 23 45 4.7 +7.2
MBOX Freedom Day Dividend ETF 2.4 39 29 8.6 +11.0
SPXT ProShares S&P 500 Ex-Technology ETF 2.4 27 41 6.6 +9.0
VDNI V-Shares US Leadership Diversity ETF 2.3 29 39 6.7 +9.1
RWL Invesco S&P 500 Revenue ETF 2.3 39 29 7.5 +9.9
IQSU IQ Candriam ESG US Equity ETF 2.3 9 59 6.4 +8.8
KMED KraneShares Emerging Markets Healthcare Index ETF 2.3 79 -11 2.5 +5.0
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 2.3 12 56 6.8 +9.3
HKND Humankind US Stock ETF 2.3 11 57 7.8 +10.3
KOMP SPDR Kensho New Economies Composite ETF 2.3 20 48 1.3 +3.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.3 95 -27 2.6 +5.1
EFIV SPDR S&P 500 ESG ETF 2.3 10 58 6.6 +9.0
SNPE Xtrackers S&P 500 ESG ETF 2.3 10 58 6.6 +9.1
FBT First Trust NYSE Arca Biotechnology Index Fund 2.2 55 13 0.7 +3.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.2 12 56 6.0 +8.5
JMOM JPMorgan U.S. Momentum Factor ETF 2.2 12 56 6.4 +8.8
IQM Franklin Intelligent Machines ETF 2.2 50 18 4.0 +6.4
PSET Principal Price Setters Index ETF 2.2 15 53 7.2 +9.6
MXDU Nationwide Maximum Diversification US Core Equity ETF 2.1 34 34 5.7 +8.1
FMIL Fidelity New Millennium ETF 2.1 59 9 7.3 +9.7
ESG FlexShares STOXX US ESG Impact Index Fund 2.1 32 36 6.4 +8.8
FQAL Fidelity Quality Factor ETF 2.1 29 39 7.3 +9.8
OEF iShares S&P 100 ETF 2.1 20 48 6.2 +8.7
ARB AltShares Merger Arbitrage ETF 2.1 67 1 7.4 +9.9
ACIO Aptus Collared Income Opportunity ETF 2.1 79 -11 5.5 +8.0
ACSI American Customer Satisfaction Core Alpha ETF 2.0 66 2 5.3 +7.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.0 15 53 14.6 +17.0
FDMO Fidelity Momentum Factor ETF 2.0 29 39 4.9 +7.3
SPXN ProShares S&P 500 Ex-Financials ETF 2.0 27 41 6.1 +8.6
RDVY First Trust Rising Dividend Achievers ETF 2.0 50 18 10.1 +12.5
AGNG Global X Aging Population ETF 2.0 50 18 3.9 +6.4
ZGEN Generation Z ETF 2.0 60 8 -5.9 -3.5
ACVF American Conservative Values ETF 2.0 75 -7 5.6 +8.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.0 58 10 5.9 +8.3
SIXL 6 Meridian Low Beta Equity Strategy ETF 2.0 88 -20 6.1 +8.5
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 68 6.4 +8.8
XVV iShares ESG Screened S&P 500 ETF 1.9 8 60 6.5 +8.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.9 15 53 6.5 +8.9
FDLO Fidelity Low Volatility Factor ETF 1.9 29 39 5.8 +8.2
HLGE Hartford Longevity Economy ETF 1.9 44 24 8.8 +11.2
ADME Aptus Drawdown Managed Equity ETF 1.9 79 -11 5.3 +7.7
BFIT Global X Health & Wellness ETF 1.9 50 18 6.2 +8.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 54 6.4 +8.9
DEF Invesco Defensive Equity ETF 1.9 53 15 6.4 +8.8
ESGV Vanguard ESG U.S. Stock ETF 1.9 9 59 6.4 +8.9
MGC Vanguard Mega Cap Index Fund 1.9 7 61 6.3 +8.8
QLC FlexShares US Quality Large Cap Index Fund 1.8 32 36 7.2 +9.7
SPXE ProShares S&P 500 Ex-Energy ETF 1.8 27 41 6.4 +8.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 48 6.4 +8.8
IWL iShares Russell Top 200 ETF 1.8 15 53 6.3 +8.7
XYLD Global X S&P 500 Covered Call ETF 1.8 60 8 5.6 +8.0
DGRO iShares Core Dividend Growth ETF 1.8 8 60 7.8 +10.2
RPG Invesco S&P 500 Pure Growth ETF 1.8 35 33 7.5 +9.9
VOOV Vanguard S&P 500 Value ETF 1.8 10 58 7.2 +9.7
XYLG Global X S&P 500 Covered Call & Growth ETF 1.8 60 8 5.8 +8.2
IUS Invesco Strategic US ETF 1.8 19 49 7.5 +10.0
IVE iShares S&P 500 Value ETF 1.8 18 50 7.2 +9.6
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 57 6.8 +9.3
SAGP Strategas Global Policy Opportunities ETF 1.8 65 3 7.5 +10.0
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.8 20 48 5.0 +7.5
VBK Vanguard Small-Cap Growth Index Fund 1.8 7 61 2.6 +5.1
SPYV SPDR Portfolio S&P 500 Value ETF 1.8 4 64 7.3 +9.7
XRMI Global X S&P 500 Risk Managed Income ETF 1.8 60 8 5.6 +8.1
MRND IQ U.S. Mid Cap R&D Leaders ETF 1.8 16 52 3.2 +5.6
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 1.7 20 48 7.1 +9.5
VFMO Vanguard U.S. Momentum Factor ETF 1.7 13 55 6.0 +8.5
GIGE SoFi Gig Economy ETF 1.7 59 9 -6.7 -4.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.7 7 61 9.6 +12.0
XSHQ Invesco S&P SmallCap Quality ETF 1.7 29 39 10.1 +12.5
IVV iShares Core S&P 500 ETF 1.7 3 65 6.5 +8.9
SPY SPDR S&P 500 ETF Trust 1.7 9 59 6.4 +8.9
PBP Invesco S&P 500 BuyWrite ETF 1.7 49 19 5.7 +8.1
ESGU iShares MSCI USA ESG Optimized ETF 1.7 15 53 6.3 +8.8
SPLG SPDR Portfolio S&P 500 ETF 1.7 3 65 6.5 +9.0
FLV American Century Focused Large Cap Value ETF 1.7 42 26 7.4 +9.8
XCLR Global X S&P 500 Collar 95-110 ETF 1.7 60 8 5.4 +7.9
CTRU ARK Transparency ETF 1.7 55 13 3.0 +5.4
VOTE Engine No. 1 Transform 500 ETF 1.7 5 63 6.3 +8.8
XVOL Acruence Active Hedge U.S. Equity ETF 1.7 83 -15 5.7 +8.2
LRGF iShares Edge MSCI Multifactor USA ETF 1.7 20 48 9.0 +11.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.7 7 61 6.3 +8.8
ENTR Entrepreneur 30 Fund 1.7 49 19 5.8 +8.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.7 20 48 6.3 +8.8
IVW iShares S&P 500 Growth ETF 1.7 18 50 6.0 +8.4
IPO Renaissance IPO ETF 1.7 60 8 18.1 +20.6
SPYG SPDR Portfolio S&P 500 Growth ETF 1.7 4 64 6.1 +8.6
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 1.7 96 -28 4.2 +6.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.7 10 58 5.9 +8.4
PBUS Invesco PureBeta MSCI USA ETF 1.7 4 64 6.4 +8.8
XTR Global X S&P 500 Tail Risk ETF 1.7 60 8 5.7 +8.2
IUSG iShares Core S&P US Growth ETF 1.7 4 64 6.2 +8.6
IUSV iShares Core S&P U.S. Value ETF 1.7 4 64 7.4 +9.8
DFUS Dimensional U.S. Equity ETF 1.7 11 57 6.5 +8.9
VOO VANGUARD S&P 500 ETF 1.7 3 65 6.5 +8.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.7 2 66 6.4 +8.8
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 65 6.4 +8.8
ECOZ TrueMark ESG Active Opportunities ETF 1.6 58 10 5.3 +7.7
SPTM SPDR Portfolio Total Stock Market ETF 1.6 3 65 6.6 +9.1
SCHX Schwab U.S. Large-Cap ETF 1.6 3 65 6.4 +8.8
SCHK Schwab 1000 Index ETF 1.6 5 63 6.4 +8.8
VV Vanguard Large-Cap Index Fund 1.6 4 64 6.3 +8.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 15 53 6.3 +8.7
SLT Pacer Salt High truBeta US Market ETF 1.6 60 8 0.0 +2.4
IWB iShares Russell 1000 ETF 1.6 15 53 6.3 +8.8
SAMT Strategas Macro Thematic Opportunities ETF 1.6 65 3 3.7 +6.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.6 10 58 6.0 +8.5
IYY iShares Dow Jones U.S. ETF 1.6 20 48 6.2 +8.6
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 1.6 15 53 6.3 +8.7
NULG Nuveen ESG Large-Cap Growth ETF 1.6 25 43 5.2 +7.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 65 6.2 +8.6
IWV iShares Russell 3000 ETF 1.6 20 48 6.1 +8.5
SCHB Schwab U.S. Broad Market ETF 1.6 3 65 6.3 +8.8
VONE Vanguard Russell 1000 ETF 1.6 8 60 6.4 +8.9
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 1.6 25 43 6.9 +9.4
VOOG Vanguard S&P 500 Growth ETF 1.6 10 58 6.1 +8.5
GSPY Gotham Enhanced 500 ETF 1.5 50 18 6.8 +9.2
SUSA iShares MSCI USA ESG Select ETF 1.5 25 43 6.3 +8.8
AFLG First Trust Active Factor Large Cap ETF 1.5 55 13 7.9 +10.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.5 16 52 8.6 +11.0
IJT iShares S&P Small-Cap 600 Growth ETF 1.5 18 50 8.4 +10.8
VTI Vanguard Total Stock Market Index Fund 1.5 3 65 5.9 +8.3
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 1.5 25 43 8.9 +11.3
SLYG SPDR S&P 600 Small Cap Growth ETF 1.5 15 53 8.4 +10.8
DFAU Dimensional US Core Equity Market ETF 1.5 12 56 6.7 +9.1
GBUY Goldman Sachs Future Consumer Equity ETF 1.5 75 -7 3.1 +5.6
XSLV Invesco S&P SmallCap Low Volatility ETF 1.5 25 43 7.8 +10.3
VTHR Vanguard Russell 3000 Index Fund 1.5 10 58 6.1 +8.5
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 1.5 25 43 11.2 +13.6
FLDZ RiverNorth Volition America Patriot ETF 1.5 70 -2 6.2 +8.6
ISCG iShares Morningstar Small-Cap Growth ETF 1.5 6 62 1.6 +4.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -7 7.4 +9.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.5 20 48 8.0 +10.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.5 9 59 6.8 +9.3
RESP WisdomTree US ESG Fund of Benef Interest 1.5 28 40 7.9 +10.3
JEPI JPMorgan Equity Premium Income ETF 1.5 35 33 5.7 +8.2
TMFX Motley Fool Next Index ETF 1.5 50 18 4.0 +6.4
EQOP Natixis U.S. Equity Opportunities ETF 1.5 90 -22 6.8 +9.2
VFMV Vanguard U.S. Minimum Volatility ETF 1.5 13 55 6.2 +8.7
TTAC TrimTabs US Free Cash Flow Quality ETF 1.4 59 9 7.3 +9.8
SFYX Sofi Next 500 ETF 1.4 0 68 6.3 +8.7
FLQL Franklin LibertyQ U.S. Equity ETF 1.4 15 53 7.7 +10.1
FTHI First Trust High Income ETF 1.4 85 -17 4.3 +6.8
BFTR Future Innovators ETF 1.4 80 -12 1.4 +3.8
FNDX Schwab Fundamental U.S. Large Co. Index ETF 1.4 25 43 7.9 +10.3
JHML John Hancock Multifactor Large Cap ETF 1.4 29 39 6.8 +9.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.4 35 33 6.1 +8.5
JMIN JPMorgan U.S. Minimum Volatility ETF 1.4 12 56 6.3 +8.7
ESIX SPDR S&P SmallCap 600 ESG ETF 1.4 12 56 8.5 +10.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.4 25 43 7.0 +9.4
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.4 15 53 8.4 +10.8
QWLD SPDR MSCI World StrategicFactors ETF 1.4 30 38 6.7 +9.2
SIXA 6 Meridian Mega Cap Equity ETF 1.4 86 -18 8.0 +10.5
LEAD Siren DIVCON Leaders Dividend ETF 1.4 43 25 8.5 +10.9
FNDB Schwab Fundamental U.S. Broad Market Index ETF 1.3 25 43 7.8 +10.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 59 6.6 +9.0
ESGG FlexShares STOXX Global ESG Impact Index Fund 1.3 42 26 6.5 +9.0
IBBJ Defiance Nasdaq Junior Biotechnology ETF 1.3 45 23 0.0 +2.4
IWO iShares Russell 2000 Growth ETF 1.3 24 44 1.1 +3.5
BOSS Global X Founder-Run Companies ETF 1.3 45 23 3.5 +5.9
VTWG Vanguard Russell 2000 Growth Index Fund 1.3 15 53 0.8 +3.2
PRF Invesco FTSE RAFI US 1000 ETF 1.3 39 29 7.9 +10.4
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.3 30 38 10.4 +12.9
VFLQ Vanguard U.S. Liquidity Factor ETF 1.3 13 55 2.0 +4.5
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 1.3 87 -19 7.7 +10.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.3 15 53 7.5 +9.9
IJK iShares S&P Mid-Cap 400 Growth ETF 1.3 17 51 7.4 +9.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.3 15 53 7.4 +9.9
DFAC Dimensional U.S. Core Equity 2 ETF 1.3 19 49 7.3 +9.7
SFY SoFi Select 500 ETF 1.3 0 68 6.4 +8.8
USMV iShares Edge MSCI Min Vol USA ETF 1.3 15 53 6.0 +8.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.3 35 33 11.0 +13.4
FLLV Franklin Liberty U.S. Low Volatility ETF 1.3 29 39 6.3 +8.7
EWEB Global X Emerging Markets Internet & E-commerce ETF 1.3 65 3 3.1 +5.6
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 1.3 49 19 6.9 +9.4
EPS WisdomTree U.S. Earnings 500 Fund 1.2 8 60 8.0 +10.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.2 24 44 8.9 +11.3
FTC First Trust Large Cap Growth AlphaDEX Fund 1.2 60 8 5.8 +8.2
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 1.2 69 -1 6.9 +9.3
KEJI Global X China Innovation ETF 1.2 75 -7 2.7 +5.1
TOK iShares MSCI Kokusai ETF 1.2 25 43 6.5 +9.0
PSC Principal U.S. Small Cap Index ETF 1.2 38 30 8.0 +10.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 59 6.6 +9.1
AILV Alpha Intelligent - Large Cap Value ETF 1.2 85 -17 6.5 +9.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.2 30 38 10.3 +12.7
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.2 60 8 13.1 +15.5
LOPX Direxion Low Priced Stock ETF 1.2 50 18 -18.3 -15.9
FDN First Trust Dow Jones Internet Index Fund 1.2 51 17 4.3 +6.8
JAVA JPMorgan Active Value ETF 1.2 44 24 7.1 +9.6
IWR iShares Russell Midcap ETF 1.2 19 49 6.5 +9.0
VLU SPDR S&P 1500 Value Tilt ETF 1.2 12 56 8.6 +11.0
URTH iShares MSCI World ETF 1.1 24 44 6.5 +8.9
DLN WisdomTree U.S. LargeCap Dividend Fund 1.1 28 40 7.2 +9.7
XJR iShares ESG Screened S&P Small-Cap ETF 1.1 12 56 8.0 +10.4
ANEW ProShares MSCI Transformational Changes ETF 1.1 45 23 4.3 +6.8
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 1.1 17 51 6.7 +9.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.1 64 4 8.2 +10.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 61 6.1 +8.5
ROSC Hartford Multifactor Small Cap ETF 1.1 34 34 11.1 +13.5
AFSM First Trust Active Factor Small Cap ETF 1.1 77 -9 8.8 +11.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.1 15 53 8.7 +11.1
SIZE iShares MSCI USA Size Factor ETF 1.1 15 53 6.8 +9.3
EUSA iShares MSCI USA Equal Weighted ETF 1.1 9 59 6.6 +9.0
CLRG IQ Chaikin U.S. Large Cap ETF 1.1 25 43 6.6 +9.1
FPX First Trust US IPO Index Fund 1.1 57 11 2.8 +5.2
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 64 6.3 +8.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.1 12 56 6.3 +8.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.1 30 38 7.4 +9.8
EQWL Invesco Russell Top 200 Equal Weight ETF 1.1 25 43 7.6 +10.0
IJR iShares Core S&P Small Cap ETF 1.0 6 62 8.2 +10.7
RBUS Nationwide Risk-Based U.S. Equity ETF 1.0 30 38 6.0 +8.5
VIOO Vanguard S&P Small-Cap 600 ETF 1.0 10 58 8.2 +10.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.0 5 63 8.2 +10.7
SLY SPDR S&P 600 Small Cap ETF 1.0 15 53 8.1 +10.6
LSLT Salt Low truBeta US Market ETF 1.0 60 8 0.0 +2.4
TCHI iShares MSCI China Multisector Tech ETF 1.0 59 9 3.3 +5.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.0 63 5 5.1 +7.6
JHSC John Hancock Multifactor Small Cap ETF 1.0 42 26 7.1 +9.5
ACWI iShares MSCI ACWI ETF 1.0 32 36 6.7 +9.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.0 9 59 6.8 +9.2
ROUS Hartford Multifactor US Equity ETF 1.0 19 49 7.9 +10.3
DFND Siren DIVCON Dividend Defender ETF 1.0 150 -82 6.7 +9.1
QGRO American Century STOXX U.S. Quality Growth ETF 1.0 29 39 8.5 +10.9
ISCB iShares Morningstar Small-Cap ETF 1.0 4 64 5.5 +7.9
WOMN Impact Shares YWCA Women's Empowerment ETF 1.0 75 -7 6.5 +9.0
FEX First Trust Large Cap Core AlphaDEX Fund 1.0 59 9 8.4 +10.9
DTD WisdomTree U.S.Total Dividend Fund 1.0 28 40 7.5 +9.9
TMFM Motley Fool Mid-Cap Growth ETF 1.0 85 -17 4.6 +7.0
SSLY Syntax Stratified SmallCap ETF 1.0 40 28 7.7 +10.1
PEXL Pacer US Export Leaders ETF 1.0 60 8 7.0 +9.5
ACWF iShares MSCI Global Multifactor ETF 1.0 35 33 10.2 +12.7
KLDW Gavekal Knowledge Leaders Developed World ETF 1.0 75 -7 5.7 +8.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -7 10.3 +12.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 48 6.7 +9.1
DIVB iShares U.S. Dividend & Buyback ETF 1.0 25 43 8.0 +10.4
MVPS Amplify Thematic All-Stars ETF 1.0 49 19 2.3 +4.8
SCHA Schwab U.S. Small-Cap ETF 1.0 4 64 5.9 +8.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.0 45 23 2.3 +4.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.0 25 43 6.0 +8.4
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 1.0 40 28 7.9 +10.3
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 43 5.9 +8.3
SIXS 6 Meridian Small Cap Equity ETF 0.9 100 -32 10.0 +12.5
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 8 5.5 +8.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.9 30 38 7.7 +10.2
XDAT Franklin Exponential Data ETF 0.9 50 18 3.2 +5.7
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.9 35 33 7.0 +9.4
NUSC Nuveen ESG Small-Cap ETF 0.9 30 38 6.2 +8.7
XT iShares Exponential Technologies ETF 0.9 46 22 4.5 +7.0
EWGS iShares MSCI Germany Small Cap ETF 0.9 59 9 8.6 +11.0
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.9 35 33 7.0 +9.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.9 18 50 6.3 +8.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.9 39 29 11.4 +13.8
VT Vanguard Total World Stock ETF 0.9 8 60 6.8 +9.3
NULC Nuveen ESG Large-Cap ETF 0.9 20 48 6.6 +9.0
FDNI First Trust Dow Jones International Internet ETF 0.9 65 3 2.1 +4.5
RSP Invesco S&P 500 Equal Weight ETF 0.9 20 48 6.9 +9.3
VSLU Applied Finance Valuation Large Cap ETF 0.9 49 19 8.0 +10.4
AIEQ AI Powered Equity ETF 0.9 80 -12 6.5 +8.9
FVAL Fidelity Value Factor ETF 0.9 29 39 9.9 +12.4
EQUL IQ Engender Equality ETF 0.9 45 23 8.0 +10.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 29 4.7 +7.1
VB Vanguard Small-Cap ETF 0.9 5 63 6.6 +9.0
IWM iShares Russell 2000 ETF 0.9 19 49 3.8 +6.3
SQEW LeaderShares Equity Skew ETF 0.9 75 -7 6.8 +9.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.9 70 -2 5.8 +8.3
FBCG Fidelity Blue Chip Growth ETF 0.9 59 9 2.9 +5.3
SPHB Invesco S&P 500 High Beta ETF 0.9 25 43 4.7 +7.1
DGT SPDR Global Dow ETF 0.9 50 18 8.5 +10.9
VTWO Vanguard Russell 2000 Index Fund 0.9 10 58 1.7 +4.1
VFMF Vanguard U.S. Multifactor ETF 0.9 19 49 10.3 +12.8
FTA First Trust Large Cap Value AlphaDEX Fund 0.9 60 8 10.8 +13.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.9 9 59 5.4 +7.8
KLCD KFA Large Cap Quality Dividend Index ETF 0.8 42 26 6.7 +9.1
DTEC ALPS Disruptive Technologies ETF 0.8 50 18 4.3 +6.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 44 8.4 +10.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.8 70 -2 5.0 +7.5
JHMM John Hancock Multifactor Mid Cap ETF 0.8 41 27 7.4 +9.8
FYC First Trust Small Cap Growth AlphaDEX Fund 0.8 71 -3 3.6 +6.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 48 7.4 +9.8
USMF WisdomTree U.S. Multifactor Fund 0.8 28 40 9.3 +11.7
RNLC Large Cap US Equity Select ETF 0.8 60 8 7.5 +9.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 33 10.4 +12.8
KRMA Global X Conscious Companies ETF 0.8 43 25 6.7 +9.2
VXF Vanguard Extended Market Index Fund 0.8 6 62 2.7 +5.1
XBI SPDR S&P BIOTECH ETF 0.8 35 33 -5.7 -3.2
NUMV Nuveen ESG Mid-Cap Value ETF 0.8 30 38 8.6 +11.0
USXF iShares ESG Advanced MSCI USA ETF 0.8 10 58 6.3 +8.7
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.8 86 -18 2.4 +4.8
IDNA iShares Genomics Immunology & Healthcare ETF 0.8 47 21 -5.6 -3.1
AVUS Avantis U.S. Equity ETF 0.8 15 53 7.5 +9.9
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.8 6 62 6.1 +8.5
FUNL CornerCap Fundametrics Large-Cap ETF 0.8 50 18 8.7 +11.1
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.8 35 33 7.5 +10.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.8 18 50 8.2 +10.7
FLRG Fidelity U.S. Multifactor ETF 0.8 29 39 8.3 +10.8
SXUS Janus Henderson International Sustainable Equity ETF 0.8 60 8 4.4 +6.9
SPVM Invesco S&P 500 Value with Momentum ETF 0.8 39 29 9.6 +12.1
NIFE Direxion Fallen Knives ETF 0.8 50 18 -5.6 -3.2
SSPY Syntax Stratified LargeCap ETF 0.7 30 38 7.0 +9.4
QDYN FlexShares Quality Dividend Dynamic Index Fund 0.7 37 31 8.6 +11.0
IUSS Invesco Strategic US Small Company ETF 0.7 23 45 6.8 +9.2
IWF iShares Russell 1000 Growth ETF 0.7 19 49 5.9 +8.3
MAGA Point Bridge GOP Stock Tracker ETF 0.7 72 -4 6.2 +8.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.7 60 8 8.1 +10.5
VOE Vanguard Mid-Cap Value Index Fund 0.7 7 61 7.7 +10.2
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 0.7 45 23 6.3 +8.7
BFOR Barron's 400 ETF 0.7 70 -2 9.7 +12.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 56 8.4 +10.8
SUSL iShares ESG MSCI USA Leaders ETF 0.7 10 58 6.4 +8.8
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.7 17 51 8.2 +10.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.7 10 58 6.4 +8.9
QDEF FlexShares Quality Dividend Defensive Index Fund 0.7 37 31 7.3 +9.8
QDF FlexShares Quality Dividend Index Fund 0.7 37 31 7.8 +10.3
INNO Harbor Disruptive Innovation ETF 0.7 75 -7 -3.7 -1.3
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 55 8.8 +11.2
ETHO Etho Climate Leadership U.S. ETF 0.7 48 20 5.0 +7.5
SYLD Cambria Shareholder Yield ETF 0.7 59 9 13.1 +15.6
DFUV Dimensional US Marketwide Value ETF 0.7 0 68 0.0 +2.4
DSI iShares MSCI KLD 400 Social ETF 0.7 25 43 6.4 +8.8
MDY SPDR S&P Midcap 400 ETF Trust 0.7 23 45 8.0 +10.5
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 48 6.9 +9.3
AVSC Avantis U.S Small Cap Equity ETF 0.7 25 43 5.6 +8.0
TPLC Timothy Plan US Large Cap Core ETF 0.7 52 16 6.4 +8.9
IJH iShares Core S&P Mid-Cap ETF 0.7 5 63 8.2 +10.7
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 10 58 8.2 +10.6
SPMD SPDR Portfolio Mid Cap ETF 0.7 5 63 8.2 +10.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 39 9.0 +11.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.6 55 13 4.8 +7.2
ERSX ERShares NextGen Entrepreneurs ETF 0.6 75 -7 6.4 +8.8
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.6 40 28 7.9 +10.3
CHIQ Global X MSCI China Consumer ETF 0.6 65 3 1.8 +4.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.6 49 19 5.7 +8.1
STLV iShares Factors US Value Style ETF 0.6 25 43 9.7 +12.1
QQMG Invesco ESG NASDAQ 100 ETF 0.6 20 48 6.3 +8.8
HLAL Wahed FTSE USA Shariah ETF 0.6 50 18 5.9 +8.3
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.6 20 48 9.6 +12.0
IWS iShares Russell Mid-Cap Value ETF 0.6 23 45 7.5 +9.9
VONG Vanguard Russell 1000 Growth Index Fund 0.6 8 60 6.0 +8.4
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.6 19 49 8.5 +10.9
FSMD Fidelity Small-Mid Factor ETF 0.6 29 39 9.2 +11.6
SLYV SPDR S&P 600 Small Cap Value ETF 0.6 15 53 8.3 +10.7
IJS iShares S&P Small-cap 600 Value ETF 0.6 18 50 8.2 +10.7
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.6 29 39 8.5 +10.9
VNMC Natixis Vaughan Nelson Mid Cap ETF 0.6 85 -17 7.0 +9.5
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.6 17 51 5.9 +8.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.6 15 53 8.2 +10.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.6 15 53 4.4 +6.9
SQLV Legg Mason Small-Cap Quality Value 0.6 61 7 10.4 +12.9
JDIV JPMorgan U.S. Dividend ETF 0.6 12 56 8.6 +11.0
ILCG iShares Morningstar Growth ETF 0.6 4 64 4.9 +7.3
VO Vanguard Mid-Cap Index Fund 0.6 4 64 6.2 +8.6
ONEO SPDR Russell 1000 Momentum Focus ETF 0.6 20 48 8.8 +11.3
DFAS Dimensional U.S. Small Cap ETF 0.6 34 34 7.2 +9.7
BTEK BlackRock Future Tech ETF 0.6 88 -20 0.7 +3.1
IMCV iShares Morningstar Mid-Cap Value ETF 0.6 6 62 8.0 +10.5
SPVU Invesco S&P 500 Enhanced Value ETF 0.6 13 55 11.2 +13.6
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 62 8.8 +11.3
DFSV Dimensional US Small Cap Value ETF 0.6 31 37 9.3 +11.7
QYLD Global X NASDAQ 100 Covered Call ETF 0.6 60 8 5.3 +7.7
MCHI iShares MSCI China ETF 0.6 59 9 8.5 +11.0
QRMI Global X NASDAQ 100 Risk Managed Income ETF 0.6 60 8 5.3 +7.7
ESGE iShares ESG Aware MSCI EM ETF 0.6 25 43 9.3 +11.7
NUSI Nationwide Risk-Managed Income ETF 0.5 68 0 5.9 +8.4
QQQM Invesco NASDAQ 100 ETF 0.5 15 53 6.2 +8.6
QQQ Invesco QQQ Trust 0.5 20 48 6.0 +8.5
QCLR Global X NASDAQ 100 Collar 95-110 ETF 0.5 60 8 5.0 +7.5
QTR Global X NASDAQ 100 Tail Risk ETF 0.5 60 8 5.2 +7.7
WLDR Affinity World Leaders Equity ETF 0.5 67 1 10.4 +12.8
CSML IQ Chaikin U.S. Small Cap ETF 0.5 35 33 6.1 +8.6
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 0.5 60 8 5.4 +7.8
AVDG AVDR US LargeCap ESG ETF 0.5 60 8 6.1 +8.6
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.5 25 43 6.6 +9.0
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.5 35 33 8.9 +11.3
RYJ Invesco Raymond James SB-1 Equity ETF 0.5 75 -7 3.4 +5.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.5 70 -2 11.1 +13.5
OALC OneAscent Large Cap Core ETF 0.5 76 -8 6.6 +9.0
TPSC Timothy Plan US Small Cap Core ETF 0.5 52 16 8.8 +11.2
ACTV LeaderShares Activist Leaders ETF 0.5 75 -7 8.9 +11.4
VTWV Vanguard Russell 2000 Value Index Fund 0.5 15 53 2.8 +5.2
IWN iShares Russell 2000 Value ETF 0.5 24 44 6.0 +8.4
IMCB iShares Morningstar Mid-Cap ETF 0.5 4 64 6.6 +9.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.5 20 48 7.7 +10.1
CATH Global X S&P 500 Catholic Values Custom ETF 0.5 29 39 6.2 +8.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 64 6.7 +9.1
EES WisdomTree SmallCap Earnings Fund 0.5 38 30 11.0 +13.5
SMDY Syntax Stratified MidCap ETF 0.5 35 33 7.3 +9.7
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.5 32 36 5.3 +7.8
FDM First Trust Dow Jones Select Microcap Index Fund 0.5 60 8 8.6 +11.0
VUSE Vident Core US Equity Fund 0.5 48 20 11.6 +14.0
YPS Arrow Reverse Cap 500 ETF 0.5 29 39 6.8 +9.2
GBLO Global Beta Low Beta ETF 0.5 29 39 8.0 +10.4
MGK Vanguard Mega Cap Growth ETF 0.5 7 61 5.5 +8.0
VUG Vanguard Growth Index Fund 0.5 4 64 5.3 +7.7
VOT Vanguard Mid-Cap Growth Index Fund 0.4 7 61 4.5 +6.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.4 65 3 7.4 +9.8
RYLD Global X Russell 2000 Covered Call ETF 0.4 60 8 1.1 +3.5
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.4 21 47 4.3 +6.7
PY Principal Shareholder Yield Index ETF 0.4 15 53 11.5 +14.0
FLCH Franklin FTSE China ETF 0.4 19 49 8.7 +11.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.4 63 5 9.4 +11.8
IWY iShares Russell Top 200 Growth ETF 0.4 20 48 6.2 +8.6
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 72 -4 13.1 +15.5
BLES Inspire Global Hope Large Cap ETF 0.4 52 16 6.4 +8.8
SVAL iShares US Small Cap Value Factor ETF 0.4 20 48 11.2 +13.6
ITAN Sparkline Intangible Value ETF 0.4 50 18 7.7 +10.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.4 15 53 8.6 +11.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.4 39 29 10.1 +12.5
IMCG iShares Morningstar Mid-Cap Growth ETF 0.4 6 62 4.9 +7.3
EBIZ Global X E-Commerce ETF 0.4 50 18 3.5 +6.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.4 29 39 7.7 +10.1
BKF iShares MSCI BRIC ETF 0.4 70 -2 8.7 +11.1
ISMD Inspire Small/Mid Cap Impact ETF 0.4 57 11 6.7 +9.2
GXC SPDR S&P China ETF 0.4 59 9 8.9 +11.3
IEIH iShares Evolved U.S. Innovative Healthcare ETF 0.3 18 50 4.8 +7.2
CN Xtrackers MSCI All China Equity ETF 0.3 50 18 8.9 +11.3
VBR Vanguard Small Cap Value Index Fund 0.3 7 61 9.1 +11.5
SMMD iShares Russell 2500 ETF 0.3 15 53 7.0 +9.4
BIBL Inspire ETF 0.3 35 33 6.0 +8.4
SDG iShares Sustainable MSCI Global Impact ETF 0.3 49 19 8.9 +11.3
RECS Columbia Research Enhanced Core ETF 0.3 15 53 7.6 +10.0
KESG KraneShares MSCI China ESG Leaders Index ETF 0.3 59 9 8.0 +10.5
DWAS Invesco DWA SmallCap Momentum ETF 0.3 60 8 5.4 +7.9
DFAT Dimensional U.S. Targeted Value ETF 0.3 34 34 9.3 +11.7
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 48 6.0 +8.5
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 0.3 30 38 7.8 +10.2
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 64 7.1 +9.5
SCHV Schwab U.S. Large-Cap Value ETF 0.3 4 64 7.7 +10.2
PNQI Invesco NASDAQ Internet ETF 0.3 60 8 3.5 +6.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 29 7.9 +10.3
IWC iShares Micro-Cap ETF 0.3 60 8 -13.7 -11.3
QUAL iShares MSCI Usa Quality Factor ETF 0.3 15 53 6.7 +9.2
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 8 8.5 +11.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 48 5.4 +7.9
HEET Hartford Schroders ESG US Equity ETF 0.3 39 29 7.2 +9.7
LDEM iShares ESG MSCI EM Leaders ETF 0.2 16 52 8.9 +11.3
NUEM Nuveen ESG Emerging Markets Equity ETF 0.2 35 33 7.9 +10.4
EZM WisdomTree U.S. MidCap Earnings Fund 0.2 38 30 11.0 +13.4
EEMA iShares MSCI Emerging Markets Asia ETF 0.2 50 18 7.8 +10.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -12 6.9 +9.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.2 30 38 8.6 +11.0
VLUE iShares MSCI USA Value Factor ETF 0.2 15 53 12.8 +15.3
IETC iShares Evolved U.S. Technology ETF 0.2 18 50 5.7 +8.2
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -2 7.4 +9.8
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 54 8.0 +10.4
REVS Columbia Research Enhanced Value ETF 0.2 19 49 8.9 +11.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 56 7.1 +9.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.2 15 53 8.9 +11.3
EEM iShares MSCI Emerging Markets ETF 0.2 70 -2 8.3 +10.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 33 9.8 +12.2
VALQ American Century STOXX U.S. Quality Value ETF 0.2 29 39 10.0 +12.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 2 7.6 +10.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 29 10.3 +12.8
QLV FlexShares US Quality Low Volatility Index Fund 0.2 22 46 5.8 +8.3
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 43 10.4 +12.8
PBEE Invesco PureBeta FTSE Emerging Markets ETF 0.2 16 52 8.2 +10.6
IEMG iShares Core MSCI Emerging Markets ETF 0.2 11 57 8.9 +11.3
BKEM BNY Mellon Emerging Markets Equity ETF 0.2 11 57 8.3 +10.8
SCHE Schwab Emerging Markets Equity ETF 0.2 11 57 8.3 +10.7
FLAX Franklin FTSE Asia Ex Japan ETF 0.2 19 49 7.8 +10.3
EMXF iShares ESG Advanced MSCI EM ETF 0.2 16 52 8.7 +11.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 52 16 5.9 +8.3
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.1 32 36 7.0 +9.4
VWO Vanguard FTSE Emerging Markets ETF 0.1 10 58 8.5 +10.9
RESE WisdomTree Emerging Markets ESG Fund 0.1 32 36 8.5 +10.9
SPEM SPDR Portfolio Emerging Markets ETF 0.1 11 57 8.8 +11.2
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.1 35 33 8.3 +10.8
KALL KraneShares MSCI All China Index ETF 0.1 49 19 9.1 +11.6
VFVA Vanguard U.S. Value Factor ETF 0.1 14 54 13.0 +15.5
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.1 20 48 7.8 +10.3
MDYV SPDR S&P 400 Mid Cap Value ETF 0.1 15 53 8.9 +11.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.1 15 53 8.9 +11.4
IJJ iShares S&P Mid-Cap 400 Value ETF 0.1 18 50 8.9 +11.3
PKW Invesco Buyback Achievers ETF 0.1 64 4 10.0 +12.5
WRND IQ Global Equity R&D Leaders ETF 0.1 18 50 8.2 +10.6
AFMC First Trust Active Factor Mid Cap ETF 0.1 65 3 10.5 +12.9
PSCF Invesco S&P SmallCap Financials ETF 0.1 29 39 10.3 +12.8
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 53 8.8 +11.2
JEMA JPMorgan Emerging Markets Equity Core ETF 0.1 39 29 8.2 +10.7
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 19 7.6 +10.0
IEUS iShares MSCI Europe Small-Cap ETF 0.1 40 28 6.2 +8.6
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 9 11.2 +13.7
IYW iShares U.S. Technology ETF 0.1 43 25 6.2 +8.6
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -21 6.9 +9.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.1 58 10 9.0 +11.4
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 32 7.9 +10.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 27 7.5 +9.9
REMG SPDR Bloomberg SASB Emerging Markets ESG Select ETF 0.1 16 52 9.0 +11.4
DFIS Dimensional International Small Cap ETF 0.1 39 29 6.0 +8.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 32 36 8.0 +10.4
VSGX Vanguard ESG International Stock ETF 0.1 12 56 7.8 +10.3
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 39 29 9.7 +12.2
IXUS ishares Core MSCI Total International Stock ETF 0.1 9 59 8.0 +10.4
SCHC Schwab International Small-Cap Equity ETF 0.1 11 57 6.3 +8.7
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.0 35 33 7.9 +10.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 40 28 6.4 +8.9
JHEM John Hancock Multifactor Emerging Markets ETF 0.0 49 19 9.5 +11.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 8 60 8.1 +10.5
VXUS Vanguard Total International Stock ETF 0.0 8 60 8.0 +10.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 11 57 6.7 +9.1
IAK iShares U.S. Insurance ETF 0.0 42 26 8.2 +10.6
DXGE WisdomTree Germany Hedged Equity Fund 0.0 48 20 9.9 +12.4
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 33 9.3 +11.8
NULV Nuveen ESG Large-Cap Value ETF 0.0 25 43 8.0 +10.4
CWI SPDR MSCI ACWI ex-US ETF 0.0 30 38 7.8 +10.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 19 5.4 +7.9
DFIC Dimensional International Core Equity 2 ETF 0.0 23 45 7.4 +9.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 4 64 7.6 +10.1
TECB iShares US Tech Breakthrough Multisector ETF 0.0 40 28 6.0 +8.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 31 37 9.1 +11.5
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 47 21 7.5 +10.0
GSID Goldman Sachs MarketBeta International Equity ETF 0.0 20 48 7.7 +10.1
IEUR iShares Core MSCI Europe ETF 0.0 9 59 7.8 +10.2
AVEM Avantis Emerging Markets Equity ETF 0.0 33 35 10.6 +13.0
AVDE Avantis International Equity ETF 0.0 23 45 8.9 +11.3
VGK Vanguard FTSE Europe ETF 0.0 8 60 7.9 +10.3
SPEU SPDR Portfolio Europe ETF 0.0 9 59 7.7 +10.2
IDEV iShares Core MSCI International Developed Markets ETF 0.0 5 63 7.7 +10.2
IEFA iShares Core MSCI EAFE ETF 0.0 7 61 7.6 +10.1
VFH Vanguard Financials Index Fund 0.0 10 58 9.5 +11.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 29 8.6 +11.1
VEA Vanguard FTSE Developed Markets ETF 0.0 5 63 7.9 +10.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.0 39 29 6.6 +9.1
DFAI Dimensional International Core Equity Market ETF 0.0 18 50 7.3 +9.8

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Global X Telemedicine & Digital Health ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID

Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity -5.9 %
Divided by: Fwd. P/BV 3.3 x
Less: Expense ratio 68 bp
Equals: ALTAR Score -2.4 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.44 CATEGORY
AVERAGE
1.45
 
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.