Global X Education ETF
ALTAR
Score™		 2.3% info Recommen-
dation		 UNDERWEIGHT
2021E    2022E
P/E
ratio		 52.3x P/Sales
ratio		 1.6x
P/BV
ratio		 3.1x Div.
yield		 0.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
EDUT invests in companies providing products and services that facilitate education, including online learning and publishing educational content, as well as those involved in early childhood education, higher education, and professional education.

FUND BASICS
Category Global Equities
Fund Sponsor Global X
Website www.globalxetfs.com
Inception date Jul 13, 2020
Assets (mns) $14
Currency USD
Expense ratio 50 bp
Distributions Semi-annual

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 39
Wgt avg mkt cap (mns) $11,504
Large cap (>$10bn) 32.6%
Mid cap ($2-10bn) 43.0%
Small cap (<$2bn) 11.6%
Developed mkts 69.6%
Emerging mkts 30.4%

TOP TEN HOLDINGS
NEW ORIENTAL EDUCATIO-SP ADR 9.9 %
CHEGG INC 9.9 %
TAL EDUCATION GROUP UNSPONSORED AD 9.8 %
PEARSON PLC 7.7 %
BRIGHT HORIZONS FAMILY SOLUT 7.1 %
SLACK TECHNOLOGIES, INC. CLASS A 4.7 %
ZOOM VIDEO COMMUNICATIONS, INC. CL 4.4 %
CHINA EAST EDUCATION HOLDINGS LIMI 4.2 %
IDP EDUCATION LTD. 4.0 %
RINGCENTRAL, INC. CLASS A 3.8 %
Total 65.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 43.4 %
CHINA 30.7 %
BRITAIN 7.7 %
JAPAN 5.7 %
AUSTRALIA 4.6 %
NORWAY 3.5 %
BRAZIL 2.2 %
SOUTH KOREA 0.5 %



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.
-7.6% -- -- -- 8.6%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $15.53
30d moving avg. $16.78
Annualized volatility 0.0%
Short interest (ETF) 0.5%
Relative strength (RSI) 40

Liquidity measures
Avg. volume (thou.) 17
Turnover 1.9%
Bid/Ask (% of price) 0.77%
ADV underlying (mns) $4,402

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 517 potential alternatives to the Global X Education ETF ETF based on the alternatives' overlap in portfolio holdings with EDUT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EDUT Expense: 50 bp ALTAR Score™: 2.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EDUT
Ticker Fund
Name		 Overlap1
vs EDUT
(%)		 Expense
ratio
(bp)		 Savings
vs EDUT
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs EDUT
(%)
CCON Direxion Connected Consumer ETF 17.4 45 5 2.9 +0.6
IWFH iShares Virtual Work and Life Multisector ETF 12.6 47 3 0.5 -1.7
FDG American Century Focused Dynamic Growth ETF 11.7 45 5 1.6 -0.7
DINT Davis Select International ETF 9.8 65 -15 4.7 +2.4
WFH Direxion Work From Home ETF 8.3 45 5 3.6 +1.4
IPO Renaissance IPO ETF 8.2 60 -10 -2.6 -4.8
DWLD Davis Select Worldwide ETF 8.2 63 -13 5.9 +3.6
LIV Emles (a)Home ETF 8.2 49 1 2.4 +0.2
PGJ Invesco Golden Dragon China ETF 7.3 70 -20 4.9 +2.7
CHIQ Global X MSCI China Consumer ETF 7.2 65 -15 5.2 +2.9
GIGE SoFi Gig Economy ETF 6.5 59 -9 -0.6 -2.8
BFTR Future Innovators ETF 5.0 80 -30 -1.2 -3.5
IGV iShares Expanded Tech-Software ETF 4.9 46 4 2.2 -0.0
ECON Columbia Emerging Markets Consumer ETF 4.6 59 -9 4.5 +2.2
DUSA Davis Select U.S. Equity ETF 4.3 62 -12 6.2 +4.0
CLOU Global X Cloud Computing ETF 4.3 68 -18 1.0 -1.3
ARKK ARK Innovation ETF 4.2 75 -25 -1.3 -3.5
KWEB KraneShares CSI China Internet ETF 4.1 76 -26 2.8 +0.6
WCLD WisdomTree Cloud Computing Fund 4.1 45 5 -1.2 -3.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.6 49 1 -0.8 -3.1
NUMG Nuveen ESG Mid-Cap Growth ETF 3.5 40 10 2.4 +0.1
EWEB Global X Emerging Markets Internet & E-commerce ETF 3.5 65 -15 2.9 +0.7
WWOW Direxion World Without Waste ETF 3.4 50 0 1.2 -1.1
ARKW ARK Web x.0 ETF 3.3 79 -29 -0.9 -3.2
FNI First Trust Chindia ETF 3.3 60 -10 2.8 +0.5
BTEK BlackRock Future Tech ETF 3.1 88 -38 -0.3 -2.5
XITK SPDR FactSet Innovative Technology ETF 3.0 45 5 0.2 -2.0
CHIL Global X MSCI China Large-Cap 50 ETF 2.9 29 21 6.0 +3.8
VIRS Pacer BioThreat Strategy ETF 2.9 70 -20 4.9 +2.7
PSL Invesco DWA Consumer Staples Momentum ETF 2.8 60 -10 4.5 +2.2
ADRE Invesco BLDRS Emerging Markets 50 ADR Index Fund 2.6 30 20 4.1 +1.9
MOTI VanEck Vectors Morningstar International Moat ETF 2.6 58 -8 7.6 +5.4
XSW SPDR S&P Software & Services ETF 2.6 35 15 3.0 +0.8
KEMQ Kraneshares Emerging Markets Consumer Technology Index ETF 2.5 60 -10 1.8 -0.5
FDN First Trust Dow Jones Internet Index Fund 2.5 52 -2 2.0 -0.3
MXDU Nationwide Maximum Diversification US Core Equity ETF 2.5 34 16 4.2 +2.0
PBS Invesco Dynamic Media ETF 2.4 63 -13 4.4 +2.2
PNQI Invesco NASDAQ Internet ETF 2.4 60 -10 1.6 -0.7
XTL SPDR S&P Telecom ETF 2.3 35 15 2.0 -0.3
PSJ Invesco Dynamic Software ETF 2.3 56 -6 1.6 -0.7
PSCT Invesco S&P SmallCap Information Technology ETF 2.3 29 21 4.7 +2.5
GBGR Global Beta Momentum-Growth ETF 2.3 29 21 2.7 +0.4
PLAT WisdomTree Modern Tech Platforms Fund 2.2 20 30 1.3 -0.9
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.1 57 -7 3.7 +1.4
XDAT Franklin Exponential Data ETF 2.1 50 0 1.6 -0.7
OGIG O'Shares Global Internet Giants ETF 2.0 48 2 1.1 -1.2
XNTK SPDR NYSE Technology ETF 2.0 35 15 3.1 +0.9
IBUY Amplify Online Retail ETF 2.0 65 -15 -0.4 -2.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.0 41 9 4.9 +2.7
CBTG Cabot Growth ETF 2.0 75 -25 0.0 -2.3
FKU First Trust United Kingdom AlphaDEX Fund 1.9 80 -30 7.1 +4.8
ALFA AlphaClone Alternative Alpha ETF 1.9 65 -15 0.8 -1.4
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 5 3.7 +1.5
MOAT VanEck Vectors Morningstar Wide Moat ETF 1.9 47 3 5.8 +3.6
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 1.9 38 12 6.4 +4.2
CXSE WisdomTree China ex-State-Owned Enterprises Fund 1.9 32 18 5.8 +3.6
BUYZ Franklin Disruptive Commerce ETF 1.9 50 0 -0.2 -2.4
BICK First Trust BICK Index Fund 1.8 64 -14 3.7 +1.4
SDG iShares Sustainable MSCI Global Impact ETF 1.8 49 1 5.3 +3.1
SLT Pacer Salt High truBeta US Market ETF 1.8 60 -10 2.8 +0.6
GENY Principal Millennials Index ETF 1.8 45 5 3.1 +0.9
VXF Vanguard Extended Market Index Fund 1.8 6 44 2.6 +0.3
QGRO American Century STOXX U.S. Quality Growth ETF 1.7 29 21 4.2 +2.0
MOON Direxion Moonshot Innovators ETF 1.7 65 -15 -4.1 -6.4
FPX First Trust US IPO Index Fund 1.7 58 -8 1.2 -1.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.7 75 -25 3.2 +1.0
JIG JPMorgan International Growth ETF 1.7 55 -5 2.5 +0.3
IWP iShares Russell Mid-Cap Growth ETF 1.7 24 26 2.8 +0.6
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 1.7 49 1 4.2 +2.0
MCHI iShares MSCI China ETF 1.6 59 -9 6.9 +4.7
FLCH Franklin FTSE China ETF 1.5 19 31 7.7 +5.4
KEJI Global X China Innovation ETF 1.5 75 -25 2.9 +0.6
GXC SPDR S&P China ETF 1.4 59 -9 7.1 +4.9
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.4 63 -13 5.0 +2.8
EWZS iShares MSCI Brazil Small-Cap ETF 1.4 59 -9 5.9 +3.6
IMCG iShares Morningstar Mid-Cap Growth ETF 1.4 6 44 3.2 +0.9
ROSC Hartford Multifactor Small Cap ETF 1.3 34 16 6.6 +4.3
KALL KraneShares MSCI All China Index ETF 1.3 49 1 7.4 +5.2
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 25 4.9 +2.6
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 1.3 50 0 3.5 +1.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.3 7 43 3.9 +1.6
VOT Vanguard Mid-Cap Growth Index Fund 1.2 7 43 2.7 +0.5
SPQQ Siren Large Cap Blend Index ETF 1.2 20 30 3.9 +1.7
SYG SPDR MFS Systematic Growth Equity ETF 1.2 60 -10 0.0 -2.3
PTF Invesco DWA Technology Momentum ETF 1.2 60 -10 1.2 -1.1
ARKQ Ark Industrial Innovation ETF 1.2 75 -25 1.2 -1.1
JHMT John Hancock Multifactor Technology ETF 1.2 40 10 4.1 +1.8
SFYX Sofi Next 500 ETF 1.2 0 50 4.9 +2.6
MTUM iShares MSCI USA Momentum Factor ETF 1.2 15 35 2.7 +0.4
ETHO Etho Climate Leadership U.S. ETF 1.1 48 2 3.7 +1.4
NUSC Nuveen ESG Small-Cap ETF 1.1 40 10 3.7 +1.5
SFYF SoFi 50 ETF 1.1 29 21 -1.7 -4.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.1 75 -25 2.3 +0.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -20 1.1 -1.1
RBUS Nationwide Risk-Based U.S. Equity ETF 1.1 30 20 4.9 +2.6
VBK Vanguard Small-Cap Growth Index Fund 1.1 7 43 1.9 -0.3
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 1.1 69 -19 4.5 +2.2
SQLV Legg Mason Small-Cap Quality Value 1.1 62 -12 4.3 +2.0
KOMP SPDR Kensho New Economies Composite ETF 1.1 20 30 2.0 -0.3
MILN Global X Millennial Consumer ETF 1.0 50 0 2.1 -0.2
BKF iShares MSCI BRIC ETF 1.0 70 -20 6.4 +4.1
CN Xtrackers MSCI All China Equity ETF 1.0 50 0 7.1 +4.9
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 1.0 60 -10 0.5 -1.7
IYW iShares U.S. Technology ETF 1.0 43 7 3.6 +1.3
SDY SPDR S&P Dividend ETF 1.0 35 15 5.6 +3.3
ECOZ TrueMark ESG Active Opportunities ETF 1.0 58 -8 3.2 +1.0
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 1.0 132 -82 -2.3 -4.6
KLCD KFA Large Cap Quality Dividend Index ETF 0.9 42 8 5.2 +2.9
XSMO Invesco S&P SmallCap Momentum ETF 0.9 39 11 3.8 +1.6
VGT Vanguard Information Technology Index Fund 0.9 10 40 4.0 +1.8
SCHM Schwab U.S. Mid-Cap ETF 0.9 4 46 4.6 +2.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.9 38 12 6.0 +3.7
FTEC Fidelity MSCI Information Technology Index ETF 0.9 8 42 4.0 +1.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.9 59 -9 3.8 +1.6
JHMC John Hancock Multifactor Consumer Discretionary ETF 0.9 40 10 3.1 +0.8
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 0.9 112 -62 1.8 -0.5
FXL First Trust Technology AlphaDEX Fund 0.9 61 -11 4.4 +2.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.9 35 15 4.1 +1.8
JMOM JPMorgan U.S. Momentum Factor ETF 0.9 12 38 3.4 +1.1
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.8 25 25 6.5 +4.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.8 30 20 7.7 +5.5
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 25 4.9 +2.6
PSCU Invesco S&P SmallCap Utilities ETF 0.8 29 21 3.5 +1.3
DWAS Invesco DWA SmallCap Momentum ETF 0.8 60 -10 -0.6 -2.9
DTEC ALPS Disruptive Technologies ETF 0.8 50 0 2.9 +0.7
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.8 17 33 3.9 +1.7
IGM iShares Expanded Tech Sector ETF 0.8 46 4 3.4 +1.2
SHE SPDR SSGA Gender Diversity Index ETF 0.8 20 30 3.9 +1.7
GMF SPDR S&P Emerging Asia Pacific ETF 0.8 49 1 6.3 +4.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.8 35 15 6.0 +3.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.8 39 11 3.5 +1.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.8 30 20 6.5 +4.2
EEMA iShares MSCI Emerging Markets Asia ETF 0.7 50 0 6.5 +4.2
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.7 25 25 4.6 +2.4
FDMO Fidelity Momentum Factor ETF 0.7 29 21 2.8 +0.6
IETC iShares Evolved U.S. Technology ETF 0.7 18 32 3.6 +1.3
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.7 32 18 5.5 +3.3
SFY SoFi Select 500 ETF 0.7 0 50 4.6 +2.3
USMF WisdomTree U.S. Multifactor Fund 0.7 28 22 5.3 +3.1
AIIQ AI Powered International Equity ETF 0.7 79 -29 3.5 +1.3
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.7 40 10 6.3 +4.1
IMCB iShares Morningstar Mid-Cap ETF 0.7 4 46 4.6 +2.3
EES WisdomTree SmallCap Earnings Fund 0.7 38 12 7.1 +4.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.7 4 46 4.6 +2.3
BRF VanEck Vectors Brazil Small-Cap ETF 0.7 63 -13 4.4 +2.1
DWMF WisdomTree International Multifactor Fund 0.7 38 12 6.0 +3.7
IUSS Invesco Strategic US Small Company ETF 0.7 23 27 3.3 +1.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.7 70 -20 5.8 +3.6
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.7 6 44 4.0 +1.8
ILCG iShares Morningstar Growth ETF 0.7 4 46 3.2 +0.9
SCHE Schwab Emerging Markets Equity ETF 0.7 11 39 7.1 +4.8
NULG Nuveen ESG Large-Cap Growth ETF 0.7 35 15 3.1 +0.9
PBEE Invesco PureBeta FTSE Emerging Markets ETF 0.6 16 34 7.1 +4.8
SLYG SPDR S&P 600 Small Cap Growth ETF 0.6 15 35 4.6 +2.4
IJT iShares S&P Small-Cap 600 Growth ETF 0.6 18 32 4.6 +2.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 46 3.3 +1.1
VFQY Vanguard U.S. Quality Factor ETF 0.6 13 37 4.9 +2.7
BKEM BNY Mellon Emerging Markets Equity ETF 0.6 18 32 6.8 +4.5
AVEM Avantis Emerging Markets Equity ETF 0.6 33 17 7.8 +5.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.6 16 34 4.6 +2.4
QINT American Century Quality Diversified International ETF 0.6 39 11 6.2 +3.9
RFFC RiverFront Dynamic US Flex-Cap ETF 0.6 52 -2 4.4 +2.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.6 36 14 6.7 +4.4
IWR iShares Russell Midcap ETF 0.6 19 31 4.4 +2.2
BUZZ VanEck Vectors Social Sentiment ETF 0.6 75 -25 3.1 +0.9
FLAX Franklin FTSE Asia Ex Japan ETF 0.6 19 31 6.5 +4.2
VWO Vanguard FTSE Emerging Markets ETF 0.6 10 40 7.0 +4.8
IVES Wedbush ETFMG Global Cloud Technology ETF 0.6 68 -18 2.2 -0.0
VFMO Vanguard U.S. Momentum Factor ETF 0.6 13 37 2.6 +0.4
VO Vanguard Mid-Cap Index Fund 0.6 4 46 4.3 +2.1
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 28 4.2 +1.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.6 9 41 3.4 +1.1
BOSS Global X Founder-Run Companies ETF 0.6 45 5 2.7 +0.4
FCOM Fidelity MSCI Telecommunication Services Index ETF 0.6 8 42 4.1 +1.9
EEM iShares MSCI Emerging Markets ETF 0.6 70 -20 6.1 +3.8
SPEM SPDR Portfolio Emerging Markets ETF 0.6 11 39 6.8 +4.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.6 66 -16 6.1 +3.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.6 9 41 4.8 +2.6
FQAL Fidelity Quality Factor ETF 0.6 29 21 4.8 +2.5
VONG Vanguard Russell 1000 Growth Index Fund 0.6 8 42 3.8 +1.5
IWF iShares Russell 1000 Growth ETF 0.6 19 31 3.7 +1.4
VB Vanguard Small-Cap ETF 0.6 5 45 4.2 +2.0
IPOS Renaissance International IPO ETF 0.6 80 -30 1.6 -0.6
JHEM John Hancock Multifactor Emerging Markets ETF 0.6 49 1 6.9 +4.7
STMB iShares Factors US Mid Blend Style ETF 0.5 30 20 5.3 +3.1
VEGN US Vegan Climate ETF 0.5 60 -10 3.9 +1.7
IEMG iShares Core MSCI Emerging Markets ETF 0.5 11 39 6.7 +4.5
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.5 30 20 6.1 +3.9
EEMO Invesco S&P Emerging Markets Momentum ETF 0.5 31 19 3.7 +1.5
QQQM Invesco NASDAQ 100 ETF 0.5 15 35 3.7 +1.5
NUSI Nationwide Risk-Managed Income ETF 0.5 68 -18 3.2 +1.0
QQQ Invesco QQQ Trust 0.5 20 30 3.7 +1.4
VOX Vanguard Telecommunication Services Index Fund 0.5 10 40 4.0 +1.8
QYLD Global X NASDAQ 100 Covered Call ETF 0.5 60 -10 3.2 +1.0
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 0.5 60 -10 3.3 +1.0
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.5 84 -34 4.3 +2.1
KLDW Gavekal Knowledge Leaders Developed World ETF 0.5 75 -25 4.0 +1.8
STLG iShares Factors US Growth Style ETF 0.5 25 25 4.7 +2.4
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -15 5.2 +3.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 30 4.0 +1.7
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.5 45 5 6.6 +4.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.5 6 44 1.8 -0.5
VUG Vanguard Growth Index Fund 0.5 4 46 3.5 +1.3
WUGI Esoterica NextG Economy ETF 0.5 75 -25 1.0 -1.3
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 25 5.7 +3.4
SKYY First Trust Cloud Computing ETF 0.5 60 -10 2.6 +0.3
TMFC Motley Fool 100 Index ETF 0.5 50 0 3.2 +0.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.5 12 38 5.3 +3.0
IYC iShares U.S. Consumer Services ETF 0.5 43 7 2.6 +0.3
RESD WisdomTree International ESG Fund 0.5 30 20 5.9 +3.7
VUSE Vident Core US Equity Fund 0.5 48 2 6.3 +4.1
RYJ Invesco Raymond James SB-1 Equity ETF 0.5 76 -26 2.9 +0.7
XWEB SPDR S&P Internet ETF 0.5 35 15 0.2 -2.1
SUBZ Roundhill Streaming Services & Technology ETF 0.5 75 -25 -1.7 -4.0
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.5 35 15 4.7 +2.4
INTF iShares Edge MSCI Multifactor Intl ETF 0.5 30 20 7.1 +4.9
RNSC Small Cap US Equity Select ETF 0.5 60 -10 5.4 +3.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.5 63 -13 2.0 -0.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.4 29 21 5.0 +2.7
FDEM Fidelity Emerging Markets Multifactor ETF 0.4 45 5 8.4 +6.2
SCJ iShares MSCI Japan Small-Cap ETF 0.4 51 -1 5.5 +3.3
IWO iShares Russell 2000 Growth ETF 0.4 24 26 0.1 -2.2
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.4 8 42 3.4 +1.1
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.4 60 -10 3.9 +1.6
JHMM John Hancock Multifactor Mid Cap ETF 0.4 42 8 4.5 +2.2
VCR Vanguard Consumer Discretionary Index Fund 0.4 10 40 3.3 +1.0
VTWG Vanguard Russell 2000 Growth Index Fund 0.4 15 35 0.2 -2.1
FLRG Fidelity U.S. Multifactor ETF 0.4 29 21 5.5 +3.3
SSLY Syntax Stratified SmallCap ETF 0.4 30 20 4.6 +2.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 15 4.8 +2.5
SIZE iShares MSCI USA Size Factor ETF 0.4 15 35 4.9 +2.6
XJR iShares ESG Screened S&P Small-Cap ETF 0.4 12 38 5.2 +3.0
TTAC TrimTabs US Free Cash Flow Quality ETF 0.4 59 -9 4.5 +2.3
FLBR Franklin FTSE Brazil ETF 0.4 19 31 5.3 +3.0
PLC Principal U.S. Large-Cap Multi-Factor Core Index ETF 0.4 15 35 0.0 -2.3
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.4 20 30 6.6 +4.4
RESE WisdomTree Emerging Markets ESG Fund 0.4 32 18 6.6 +4.4
SPSM SPDR Portfolio Small Cap ETF 0.4 5 45 5.4 +3.1
IJR iShares Core S&P Small Cap ETF 0.4 6 44 5.4 +3.1
STLC iShares Factors US Blend Style ETF 0.4 25 25 5.3 +3.1
SLY SPDR S&P 600 Small Cap ETF 0.4 15 35 5.3 +3.0
VIOO Vanguard S&P Small-Cap 600 ETF 0.4 10 40 5.4 +3.1
JPIN JPMorgan Diversified Return International Equity ETF 0.4 37 13 6.8 +4.6
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.4 20 30 3.6 +1.4
SMMD iShares Russell 2500 ETF 0.4 15 35 4.6 +2.3
AMCA iShares Russell 1000 Pure U.S. Revenue ETF 0.4 15 35 5.7 +3.4
EQAL Invesco Russell 1000 Equal Weight ETF 0.4 20 30 4.8 +2.5
ISMD Inspire Small/Mid Cap Impact ETF 0.4 60 -10 4.5 +2.3
ANEW ProShares MSCI Transformational Changes ETF 0.4 45 5 2.7 +0.5
NVQ QRAFT AI-Enhanced US Next Value ETF 0.4 75 -25 6.9 +4.6
JQUA JPMorgan U.S. Quality Factor ETF 0.4 12 38 4.9 +2.7
SCHA Schwab U.S. Small-Cap ETF 0.4 4 46 3.5 +1.3
ISCB iShares Morningstar Small-Cap ETF 0.4 4 46 4.0 +1.7
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.4 30 20 8.1 +5.8
FEP First Trust Europe AlphaDEX Fund 0.4 80 -30 7.0 +4.7
EWU iShares MSCI United Kingdom ETF 0.4 51 -1 6.5 +4.2
SVAL iShares US Small Cap Value Factor ETF 0.4 20 30 7.1 +4.9
DFAE Dimensional Emerging Core Equity Market ETF 0.4 35 15 7.0 +4.7
AFSM First Trust Active Factor Small Cap ETF 0.4 77 -27 4.6 +2.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.3 9 41 4.8 +2.6
ESGV Vanguard ESG U.S. Stock ETF 0.3 12 38 4.5 +2.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 11 3.7 +1.5
ESGE iShares ESG Aware MSCI EM ETF 0.3 25 25 6.8 +4.5
QUAL iShares MSCI Usa Quality Factor ETF 0.3 15 35 4.9 +2.6
BKSE BNY Mellon US Small Cap Core Equity ETF 0.3 4 46 4.6 +2.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.3 30 20 5.4 +3.2
MGK Vanguard Mega Cap Growth ETF 0.3 7 43 3.6 +1.4
CSML IQ Chaikin U.S. Small Cap ETF 0.3 35 15 2.3 +0.0
ZGBR SPDR Solactive United Kingdom ETF 0.3 14 36 0.0 -2.3
DIM WisdomTree International MidCap Dividend Fund 0.3 58 -8 6.6 +4.3
SMDY Syntax Stratified MidCap ETF 0.3 30 20 4.8 +2.6
FLGB Franklin FTSE United Kingdom ETF 0.3 9 41 6.7 +4.5
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 -10 5.0 +2.7
FCPI Fidelity Stocks for Inflation ETF 0.3 29 21 5.2 +3.0
EUSA iShares MSCI USA Equal Weighted ETF 0.3 15 35 4.9 +2.7
IWC iShares Micro-Cap ETF 0.3 60 -10 -2.5 -4.7
IWY iShares Russell Top 200 Growth ETF 0.3 20 30 3.8 +1.6
SCHB Schwab U.S. Broad Market ETF 0.3 3 47 4.4 +2.2
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.3 58 -8 7.8 +5.5
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.3 40 10 5.0 +2.7
ILCB iShares Morningstar U.S. Equity ETF 0.3 3 47 4.5 +2.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.3 3 47 4.4 +2.1
SCHX Schwab U.S. Large-Cap ETF 0.3 3 47 4.6 +2.3
UIVM VictoryShares USAA MSCI International Value Momentum ETF 0.3 35 15 7.5 +5.2
SCHK Schwab 1000 Index ETF 0.3 5 45 4.5 +2.3
IYY iShares Dow Jones U.S. ETF 0.3 20 30 4.4 +2.2
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.3 24 26 5.6 +3.4
QLC FlexShares US Quality Large Cap Index Fund 0.3 32 18 4.5 +2.3
VTI Vanguard Total Stock Market Index Fund 0.3 3 47 4.4 +2.1
VONE Vanguard Russell 1000 ETF 0.3 8 42 4.5 +2.3
IWB iShares Russell 1000 ETF 0.3 15 35 4.5 +2.2
VTHR Vanguard Russell 3000 Index Fund 0.3 10 40 4.4 +2.1
IWV iShares Russell 3000 ETF 0.3 20 30 4.3 +2.1
FSMD Fidelity Small-Mid Factor ETF 0.3 29 21 5.7 +3.4
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.3 70 -20 6.2 +3.9
IDLB Invesco FTSE International Low Beta Equal Weight ETF 0.3 45 5 5.7 +3.5
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.3 21 29 3.1 +0.9
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.3 40 10 5.2 +2.9
DFAI Dimensional International Core Equity Market ETF 0.3 18 32 6.0 +3.7
ESGU iShares MSCI USA ESG Optimized ETF 0.3 15 35 4.5 +2.3
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 0.3 25 25 4.7 +2.5
IWM iShares Russell 2000 ETF 0.3 19 31 2.6 +0.3
VTWO Vanguard Russell 2000 Index Fund 0.3 10 40 2.7 +0.4
EMMF WisdomTree Emerging Markets Multifactor Fund 0.3 48 2 9.6 +7.3
VSGX Vanguard ESG International Stock ETF 0.3 17 33 6.1 +3.9
DFJ WisdomTree Japan SmallCap Dividend Fund 0.3 58 -8 7.7 +5.4
VV Vanguard Large-Cap Index Fund 0.3 4 46 4.6 +2.3
FLLA Franklin FTSE Latin America ETF 0.3 19 31 5.7 +3.5
IEME iShares Evolved U.S. Media & Entertainment ETF 0.3 18 32 4.7 +2.5
IDMO Invesco S&P International Developed Momentum ETF 0.3 25 25 3.6 +1.3
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.3 63 -13 10.3 +8.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.3 59 -9 9.9 +7.7
PBUS Invesco PureBeta MSCI USA ETF 0.3 4 46 4.6 +2.4
GWX SPDR S&P International Small Cap ETF 0.3 40 10 4.8 +2.6
JHSC John Hancock Multifactor Small Cap ETF 0.3 42 8 4.6 +2.3
VT Vanguard Total World Stock ETF 0.2 8 42 5.2 +3.0
USXF iShares ESG Advanced MSCI USA ETF 0.2 10 40 4.4 +2.2
PQSV PGIM QMA Strategic Alpha Small-Cap Value ETF 0.2 29 21 5.9 +3.7
FYC First Trust Small Cap Growth AlphaDEX Fund 0.2 70 -20 1.8 -0.5
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 44 5.8 +3.5
EMGF iShares MSCI Emerging Markets Multifactor ETF 0.2 45 5 8.6 +6.3
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 20 6.0 +3.8
ISEM Invesco RAFI Strategic Emerging Markets ETF 0.2 35 15 8.8 +6.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 21 7.0 +4.8
ACWI iShares MSCI ACWI ETF 0.2 32 18 5.0 +2.7
ECNS iShares MSCI China Small-Cap ETF 0.2 59 -9 12.4 +10.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 71 -21 7.4 +5.1
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -30 6.8 +4.5
PSC Principal U.S. Small Cap Index ETF 0.2 38 12 4.3 +2.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.2 20 30 5.2 +2.9
SCZ iShares MSCI Eafe Small-Cap ETF 0.2 40 10 5.1 +2.8
LOWC SPDR MSCI ACWI Low Carbon Target ETF 0.2 20 30 5.3 +3.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 48 4.6 +2.4
QUS SPDR MSCI USA StrategicFactors ETF 0.2 15 35 5.1 +2.9
BFOR Barron's 400 ETF 0.2 65 -15 5.5 +3.3
PSET Principal Price Setters Index ETF 0.2 15 35 4.7 +2.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 15 35 6.2 +3.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 11 5.1 +2.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 8 42 6.4 +4.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 32 6.2 +3.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 32 18 6.1 +3.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 9 6.0 +3.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 43 4.6 +2.3
IXUS ishares Core MSCI Total International Stock ETF 0.2 9 41 6.2 +4.0
MDYV SPDR S&P 400 Mid Cap Value ETF 0.2 15 35 6.2 +3.9
DFAU Dimensional US Core Equity Market ETF 0.2 12 38 4.7 +2.4
TPLC Timothy Plan US Large Cap Core ETF 0.2 52 -2 4.3 +2.1
AUSF Global X Adaptive U.S. Factor ETF 0.2 27 23 7.1 +4.9
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 50 4.6 +2.3
VXUS Vanguard Total International Stock ETF 0.2 8 42 6.3 +4.1
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 41 4.9 +2.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 11 5.6 +3.3
USMV iShares Edge MSCI Min Vol USA ETF 0.2 15 35 5.1 +2.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.2 20 30 5.6 +3.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 41 5.0 +2.8
TOK iShares MSCI Kokusai ETF 0.2 25 25 4.8 +2.5
VFLQ Vanguard U.S. Liquidity Factor ETF 0.2 14 36 3.3 +1.0
NULC Nuveen ESG Large-Cap ETF 0.2 20 30 4.5 +2.2
VBR Vanguard Small Cap Value Index Fund 0.2 7 43 5.7 +3.5
MGC Vanguard Mega Cap Index Fund 0.2 7 43 4.6 +2.3
PDEV Principal International Multi-Factor Core Index ETF 0.2 25 25 6.5 +4.3
RECS Columbia Research Enhanced Core ETF 0.2 15 35 5.2 +2.9
FTXD First Trust Nasdaq Retail ETF 0.2 60 -10 5.0 +2.7
SUSA iShares MSCI USA ESG Select ETF 0.2 25 25 4.3 +2.0
URTH iShares MSCI World ETF 0.2 24 26 4.9 +2.6
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.2 70 -20 2.3 +0.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 1 4.3 +2.1
IXP iShares Global Comm Services ETF 0.2 46 4 4.9 +2.7
JHML John Hancock Multifactor Large Cap ETF 0.2 29 21 4.7 +2.4
FDNI First Trust Dow Jones International Internet ETF 0.2 65 -15 1.8 -0.4
HEWU iShares Currency Hedged MSCI United Kingdom ETF 0.2 51 -1 6.3 +4.1
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.2 47 3 8.4 +6.1
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.2 35 15 5.0 +2.8
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.2 35 15 5.0 +2.8
IWL iShares Russell Top 200 ETF 0.2 15 35 4.5 +2.3
FLAU Franklin FTSE Australia ETF 0.2 9 41 5.4 +3.1
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 0.2 40 10 7.0 +4.8
ACWF iShares MSCI Global Multifactor ETF 0.2 35 15 6.6 +4.4
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -15 6.4 +4.2
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.2 35 15 5.9 +3.7
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.2 35 15 5.9 +3.7
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.2 35 15 4.8 +2.6
STSB iShares Factors US Small Blend Style ETF 0.2 35 15 3.5 +1.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 15 35 6.1 +3.8
SLYV SPDR S&P 600 Small Cap Value ETF 0.2 15 35 6.0 +3.8
IJS iShares S&P Small-cap 600 Value ETF 0.2 18 32 5.9 +3.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 11 5.9 +3.7
FTC First Trust Large Cap Growth AlphaDEX Fund 0.2 60 -10 2.8 +0.5
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 16 6.9 +4.6
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 38 6.5 +4.2
AVUS Avantis U.S. Equity ETF 0.1 15 35 4.8 +2.6
PQSG PGIM QMA Strategic Alpha Small-Cap Growth ETF 0.1 29 21 0.8 -1.5
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.1 24 26 6.4 +4.2
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 20 5.2 +3.0
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -2 5.6 +3.4
ISZE iShares Edge MSCI Intl Size Factor ETF 0.1 30 20 5.8 +3.6
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 63 -13 5.3 +3.1
IWN iShares Russell 2000 Value ETF 0.1 24 26 4.6 +2.3
VTWV Vanguard Russell 2000 Value Index Fund 0.1 15 35 4.6 +2.4
JPEM J.P. Morgan Diversified Return Emerging Markets Equity ETF 0.1 44 6 10.4 +8.2
ACVF American Conservative Values ETF 0.1 75 -25 4.0 +1.8
XJH iShares ESG Screened S&P Mid-Cap ETF 0.1 12 38 5.2 +3.0
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 30 6.0 +3.8
DTH WisdomTree International High Dividend Fund 0.1 58 -8 8.0 +5.7
IQLT iShares Edge MSCI Intl Quality Factor ETF 0.1 30 20 5.1 +2.9
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 11 5.0 +2.7
DSI iShares MSCI KLD 400 Social ETF 0.1 25 25 4.4 +2.2
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.1 29 21 5.9 +3.6
IJH iShares Core S&P Mid-Cap ETF 0.1 5 45 5.3 +3.0
SPMD SPDR Portfolio Mid Cap ETF 0.1 5 45 5.3 +3.0
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF 0.1 43 7 5.3 +3.0
IVOO Vanguard S&P Mid-Cap 400 ETF 0.1 10 40 5.2 +3.0
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.1 86 -36 2.4 +0.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 4 46 5.9 +3.6
TUSA First Trust Total US Market AlphaDEX ETF 0.1 70 -20 5.5 +3.3
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 0.1 30 20 5.1 +2.8
HLGE Hartford Longevity Economy ETF 0.1 44 6 5.9 +3.6
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF 0.1 35 15 6.2 +3.9
IEHS iShares Evolved U.S. Healthcare Staples ETF 0.1 18 32 4.8 +2.5
PSM Principal U.S. Small-MidCap Multi-Factor Core Index ETF 0.1 20 30 0.0 -2.3
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.1 14 36 5.7 +3.5
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.1 23 27 6.0 +3.8
ONEO SPDR Russell 1000 Momentum Focus ETF 0.1 20 30 5.3 +3.1
SCHC Schwab International Small-Cap Equity ETF 0.1 11 39 4.9 +2.7
EFV iShares MSCI EAFE Value ETF 0.1 39 11 7.8 +5.6
SDGA Impact Shares Sustainable Development Goals Global ETF 0.1 75 -25 5.3 +3.0
IQIN IQ 500 International ETF 0.1 25 25 7.0 +4.7
IWS iShares Russell Mid-Cap Value ETF 0.1 24 26 5.2 +3.0
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 38 5.7 +3.4
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 25 5.7 +3.5
IEV iShares Europe ETF 0.1 59 -9 5.7 +3.4
VFVA Vanguard U.S. Value Factor ETF 0.1 14 36 7.8 +5.5
IQSI IQ Candriam ESG International Equity ETF 0.1 15 35 6.0 +3.8
VFMF Vanguard U.S. Multifactor ETF 0.1 19 31 6.1 +3.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 11 39 5.3 +3.0
IVLU iShares Edge MSCI Intl Value Factor ETF 0.1 30 20 9.3 +7.1
BBEU JPMorgan BetaBuilders Europe ETF 0.1 9 41 6.2 +3.9
FLEE Franklin FTSE Europe ETF 0.1 9 41 6.0 +3.7
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 4 5.7 +3.4
FLEH Franklin FTSE Europe Hedged ETF 0.1 9 41 6.1 +3.8
IDEV iShares Core MSCI International Developed Markets ETF 0.1 5 45 6.0 +3.8
FEX First Trust Large Cap Core AlphaDEX Fund 0.1 59 -9 5.2 +2.9
VYMI Vanguard International High Dividend Yield ETF 0.1 27 23 8.6 +6.3
EPS WisdomTree U.S. Earnings 500 Fund 0.1 8 42 5.8 +3.6
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.1 17 33 5.3 +3.1
IQSU IQ Candriam ESG US Equity ETF 0.1 9 41 4.6 +2.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 25 5.8 +3.6
VPL Vanguard FTSE Pacific ETF 0.1 8 42 6.3 +4.0
IEFA iShares Core MSCI EAFE ETF 0.1 7 43 6.1 +3.8
VGK Vanguard FTSE Europe ETF 0.1 8 42 6.1 +3.8
IEUR iShares Core MSCI Europe ETF 0.1 9 41 6.0 +3.8
UEVM VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 0.1 45 5 12.1 +9.8
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 25 7.3 +5.1
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 0.1 7 43 6.2 +4.0
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 50 0 11.4 +9.1
SPEU SPDR Portfolio Europe ETF 0.1 9 41 6.0 +3.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 30 4.6 +2.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 6.9 +4.6
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 10 6.8 +4.6
DWM WisdomTree International Equity Fund 0.1 48 2 6.7 +4.4
SCHF Schwab International Equity ETF 0.1 6 44 6.2 +3.9
VEA Vanguard FTSE Developed Markets ETF 0.1 5 45 6.2 +3.9
IMCV iShares Morningstar Mid-Cap Value ETF 0.1 6 44 5.8 +3.6
FTLB First Trust Hedged BuyWrite Income ETF 0.1 85 -35 5.0 +2.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 30 20 4.9 +2.7
ROAM Hartford Multifactor Emerging Markets ETF 0.1 44 6 10.0 +7.7
FTHI First Trust High Income ETF 0.1 85 -35 5.0 +2.8
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.1 25 25 5.3 +3.1
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 30 6.0 +3.7
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 6.1 +3.9
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 30 5.3 +3.0
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.1 20 30 5.9 +3.7
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.1 42 8 4.7 +2.4
HFXI IQ 50 Percent Hedged FTSE International ETF 0.1 20 30 6.2 +3.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 14 5.9 +3.6
IDHQ Invesco S&P International Developed Quality ETF 0.1 29 21 5.0 +2.7
JHMD John Hancock Multifactor Developed International ETF 0.1 39 11 6.1 +3.8
DHS WisdomTree U.S. High Dividend Fund 0.1 38 12 7.4 +5.2
EFA iShares MSCI EAFE ETF 0.1 32 18 5.9 +3.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.0 18 32 5.6 +3.3
NUEM Nuveen ESG Emerging Markets Equity ETF 0.0 45 5 5.8 +3.5
RESP WisdomTree US ESG Fund of Benef Interest 0.0 28 22 5.1 +2.9
ACSG Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 0.0 16 34 5.8 +3.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.0 24 26 5.4 +3.1
ZJPN SPDR Solactive Japan ETF 0.0 14 36 0.0 -2.3
JSTC Adasina Social Justice All Cap Global ETF 0.0 89 -39 5.0 +2.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 11 6.5 +4.3
BBJP JPMorgan BetaBuilders Japan ETF 0.0 19 31 6.4 +4.1
QEFA SPDR MSCI EAFE Quality Mix ETF 0.0 30 20 5.8 +3.5
HDV iShares Core High Dividend ETF 0.0 8 42 6.0 +3.7
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 46 5.8 +3.5
FLJH Franklin FTSE Japan Hedged ETF 0.0 9 41 6.6 +4.3
AVDE Avantis International Equity ETF 0.0 23 27 6.5 +4.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.0 29 21 4.7 +2.5
VONV Vanguard Russell 1000 Value Index Fund 0.0 8 42 5.7 +3.5
IWD iShares Russell 1000 Value ETF 0.0 19 31 5.6 +3.4
DEW WisdomTree Global High Dividend Fund 0.0 58 -8 8.0 +5.7
STLV iShares Factors US Value Style ETF 0.0 25 25 6.6 +4.3
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.0 18 32 3.3 +1.0
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.0 58 -8 4.9 +2.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 38 4.4 +2.1
DEFA iShares Adaptive Currency Hedged MSCI EAFE ETF 0.0 35 15 5.9 +3.7
HEFA iShares Currency Hedged MSCI EAFE ETF 0.0 35 15 5.9 +3.6
VLU SPDR S&P 1500 Value Tilt ETF 0.0 12 38 6.0 +3.7
VIG Vanguard Dividend Appreciation Index Fund 0.0 6 44 5.1 +2.8
DTD WisdomTree U.S.Total Dividend Fund 0.0 28 22 6.0 +3.7
FLJP Franklin FTSE Japan ETF 0.0 9 41 6.5 +4.3
VYM Vanguard High Dividend Yield Index ETF 0.0 6 44 6.4 +4.2
DGRO iShares Core Dividend Growth ETF 0.0 8 42 5.9 +3.7
ROUS Hartford Multifactor US Equity ETF 0.0 19 31 5.3 +3.1
PFM Invesco Dividend Achievers ETF 0.0 53 -3 4.9 +2.7
SPTM SPDR Portfolio Total Stock Market ETF 0.0 3 47 4.8 +2.5
HKND Humankind US Stock ETF 0.0 209 -159 3.5 +1.3
IUSV iShares Core S&P U.S. Value ETF 0.0 4 46 5.9 +3.7
ILCV iShares Morningstar Value ETF 0.0 4 46 5.8 +3.6
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 11 5.6 +3.3
MDY SPDR S&P Midcap 400 ETF Trust 0.0 23 27 5.1 +2.8

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

  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:		 Global X Education ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 8.3 %
Divided by: Fwd. P/BV 3.0 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 2.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.44 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.