Global X Education ETF
ALTAR
Score™		 2.4% info Recommen-
dation		 NEUTRAL
2021E    2022E
P/E
ratio		 50.5x P/Sales
ratio		 1.3x
P/BV
ratio		 2.7x 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) $11
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 38
Wgt avg mkt cap (mns) $12,371
Large cap (>$10bn) 21.8%
Mid cap ($2-10bn) 49.5%
Small cap (<$2bn) 17.0%
Developed mkts 77.1%
Emerging mkts 22.9%

TOP TEN HOLDINGS
CHEGG INC 13.7 %
BRIGHT HORIZONS FAMILY SOLUT 10.9 %
PEARSON PLC 10.3 %
ZOOM VIDEO COMMUNICATIONS, INC. CL 7.1 %
IDP EDUCATION LTD. 7.0 %
RINGCENTRAL, INC. CLASS A 5.5 %
2U INC 4.0 %
BANDWIDTH INC. CLASS A 3.5 %
8X8, INC. 3.3 %
WILEY (JOHN) & SONS -CL A 3.0 %
Total 68.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 56.1 %
BRITAIN 10.3 %
CHINA 9.8 %
AUSTRALIA 7.7 %
JAPAN 7.2 %
BRAZIL 3.2 %
NORWAY 2.4 %
SOUTH KOREA 0.9 %



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.
-21.3% -- -- -- -7.6%

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

Technical Indicators
Recent close $12.40
30d moving avg. $13.72
Annualized volatility 0.0%
Short interest (ETF) 0.2%
Relative strength (RSI) 30

Liquidity measures
Avg. volume (thou.) 8
Turnover 0.9%
Bid/Ask (% of price) 0.60%
ADV underlying (mns) $4,079

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 494 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™: 2.4%


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 16.3 45 5 2.9 +0.6
IWFH iShares Virtual Work and Life Multisector ETF 11.7 47 3 0.5 -1.9
LIV Emles (a)Home ETF 7.6 49 1 2.4 -0.0
CLOU Global X Cloud Computing ETF 6.6 68 -18 0.8 -1.6
WFH Direxion Work From Home ETF 6.1 45 5 3.3 +1.0
ARKK ARK Innovation ETF 5.6 75 -25 -1.4 -3.8
BFTR Future Innovators ETF 5.5 80 -30 -1.2 -3.6
FDG American Century Focused Dynamic Growth ETF 4.7 45 5 1.9 -0.5
ARKW ARK Web x.0 ETF 4.4 79 -29 -1.1 -3.5
WCLD WisdomTree Cloud Computing Fund 4.2 45 5 -1.1 -3.5
GIGE SoFi Gig Economy ETF 4.0 59 -9 -0.8 -3.2
IGV iShares Expanded Tech-Software ETF 4.0 46 4 2.1 -0.3
WWOW Direxion World Without Waste ETF 3.6 50 0 1.0 -1.4
XTL SPDR S&P Telecom ETF 3.2 35 15 2.0 -0.4
VIRS Pacer BioThreat Strategy ETF 3.0 70 -20 4.7 +2.4
PSJ Invesco Dynamic Software ETF 3.0 56 -6 2.8 +0.4
FDN First Trust Dow Jones Internet Index Fund 2.9 51 -1 1.8 -0.6
PNQI Invesco NASDAQ Internet ETF 2.9 60 -10 1.4 -1.0
FPX First Trust US IPO Index Fund 2.8 57 -7 0.9 -1.5
MXDU Nationwide Maximum Diversification US Core Equity ETF 2.8 34 16 3.7 +1.3
DINT Davis Select International ETF 2.7 65 -15 5.3 +3.0
OGIG O'Shares Global Internet Giants ETF 2.4 48 2 1.1 -1.2
PBS Invesco Dynamic Media ETF 2.4 63 -13 -5.4 -7.8
DWLD Davis Select Worldwide ETF 2.3 63 -13 6.7 +4.3
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.3 57 -7 3.7 +1.3
XNTK SPDR NYSE Technology ETF 2.2 35 15 3.0 +0.6
XITK SPDR FactSet Innovative Technology ETF 2.1 45 5 0.2 -2.2
EWZS iShares MSCI Brazil Small-Cap ETF 2.1 59 -9 6.5 +4.1
PSCT Invesco S&P SmallCap Information Technology ETF 2.1 29 21 4.5 +2.2
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 2.0 49 1 4.4 +2.0
KSCD KFA Small Cap Quality Dividend Index ETF 2.0 51 -1 5.7 +3.3
BOSS Global X Founder-Run Companies ETF 1.9 45 5 2.5 +0.2
IBUY Amplify Online Retail ETF 1.9 65 -15 -1.2 -3.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.8 75 -25 3.1 +0.7
PGJ Invesco Golden Dragon China ETF 1.8 70 -20 5.0 +2.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.8 41 9 5.2 +2.9
BTEK BlackRock Future Tech ETF 1.8 88 -38 -0.1 -2.5
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 1.8 38 12 7.0 +4.7
GBGR Global Beta Momentum-Growth ETF 1.7 29 21 3.1 +0.8
VXF Vanguard Extended Market Index Fund 1.7 6 44 2.5 +0.2
XSW SPDR S&P Software & Services ETF 1.6 35 15 2.8 +0.5
NUSC Nuveen ESG Small-Cap ETF 1.5 40 10 3.8 +1.4
SDG iShares Sustainable MSCI Global Impact ETF 1.5 49 1 6.4 +4.1
ARKQ Ark Industrial Innovation ETF 1.5 75 -25 1.1 -1.3
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 1.5 69 -19 4.2 +1.9
XDAT Franklin Exponential Data ETF 1.4 50 0 1.7 -0.7
SPQQ Siren Large Cap Blend Index ETF 1.4 20 30 3.7 +1.3
CHIQ Global X MSCI China Consumer ETF 1.3 65 -15 5.6 +3.3
ROSC Hartford Multifactor Small Cap ETF 1.3 34 16 6.8 +4.5
ENTR Entrepreneur 30 Fund 1.3 49 1 -0.9 -3.3
DUSA Davis Select U.S. Equity ETF 1.3 62 -12 6.7 +4.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.3 30 20 8.1 +5.7
PSCU Invesco S&P SmallCap Utilities ETF 1.3 29 21 3.6 +1.2
SFYX Sofi Next 500 ETF 1.2 0 50 4.5 +2.1
KWEB KraneShares CSI China Internet ETF 1.2 76 -26 3.9 +1.6
SYG SPDR MFS Systematic Growth Equity ETF 1.2 60 -10 0.0 -2.4
VBK Vanguard Small-Cap Growth Index Fund 1.2 7 43 1.9 -0.5
VFQY Vanguard U.S. Quality Factor ETF 1.1 13 37 5.0 +2.6
ECOZ TrueMark ESG Active Opportunities ETF 1.1 58 -8 3.3 +0.9
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 1.1 60 -10 1.0 -1.4
SFYF SoFi 50 ETF 1.1 29 21 -1.3 -3.6
JIG JPMorgan International Growth ETF 1.1 55 -5 2.3 -0.1
MILN Global X Millennial Consumer ETF 1.1 50 0 2.1 -0.3
SMDV ProShares Russell 2000 Dividend Growers ETF 1.1 41 9 5.7 +3.3
EWEB Global X Emerging Markets Internet & E-commerce ETF 1.1 65 -15 4.0 +1.6
DTEC ALPS Disruptive Technologies ETF 1.0 50 0 2.8 +0.4
SLT Pacer Salt High truBeta US Market ETF 1.0 60 -10 2.6 +0.2
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 1.0 112 -62 3.2 +0.8
PLAT WisdomTree Modern Tech Platforms Fund 1.0 20 30 1.3 -1.1
QGRO American Century STOXX U.S. Quality Growth ETF 1.0 29 21 3.9 +1.5
BUYZ Franklin Disruptive Commerce ETF 0.9 50 0 -0.2 -2.6
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.9 17 33 3.8 +1.5
IWP iShares Russell Mid-Cap Growth ETF 0.9 24 26 2.8 +0.5
AIEQ AI Powered Equity ETF 0.9 80 -30 -0.2 -2.5
JHMC John Hancock Multifactor Consumer Discretionary ETF 0.9 40 10 3.3 +0.9
QLV FlexShares US Quality Low Volatility Index Fund 0.9 22 28 3.9 +1.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.9 58 -8 3.9 +1.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.9 35 15 4.1 +1.7
SDY SPDR S&P Dividend ETF 0.9 35 15 5.8 +3.4
FKU First Trust United Kingdom AlphaDEX Fund 0.9 80 -30 7.5 +5.1
IUSS Invesco Strategic US Small Company ETF 0.9 23 27 4.4 +2.0
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 44 3.0 +0.6
DES WisdomTree U.S. SmallCap Dividend Fund 0.9 38 12 6.4 +4.1
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.9 50 0 3.0 +0.6
IYW iShares U.S. Technology ETF 0.9 43 7 3.5 +1.1
XSMO Invesco S&P SmallCap Momentum ETF 0.9 39 11 3.9 +1.5
FXL First Trust Technology AlphaDEX Fund 0.8 61 -11 4.3 +1.9
RBUS Nationwide Risk-Based U.S. Equity ETF 0.8 30 20 4.8 +2.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.8 35 15 6.6 +4.2
VGT Vanguard Information Technology Index Fund 0.8 10 40 3.9 +1.5
JHMT John Hancock Multifactor Technology ETF 0.8 40 10 4.0 +1.6
FTEC Fidelity MSCI Information Technology Index ETF 0.8 8 42 3.9 +1.5
BRF VanEck Vectors Brazil Small-Cap ETF 0.8 63 -13 4.5 +2.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.8 39 11 3.5 +1.1
SQLV Legg Mason Small-Cap Quality Value 0.8 62 -12 5.3 +3.0
ETHO Etho Climate Leadership U.S. ETF 0.8 48 2 3.8 +1.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 30 4.2 +1.9
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.8 6 44 3.9 +1.5
NVQ QRAFT AI-Enhanced US Next Value ETF 0.7 75 -25 6.7 +4.3
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.7 25 25 4.8 +2.5
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 0.7 132 -82 -1.5 -3.9
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 0.7 32 18 5.7 +3.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 41 3.4 +1.0
IWO iShares Russell 2000 Growth ETF 0.7 24 26 0.1 -2.3
VTWG Vanguard Russell 2000 Growth Index Fund 0.7 15 35 0.2 -2.2
SFY SoFi Select 500 ETF 0.7 0 50 4.3 +1.9
ECON Columbia Emerging Markets Consumer ETF 0.7 59 -9 4.8 +2.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.7 7 43 3.8 +1.4
IGM iShares Expanded Tech Sector ETF 0.7 46 4 3.3 +0.9
DSTX Distillate International Fundamental Stability & Value ETF 0.7 55 -5 7.1 +4.7
STSB iShares Factors US Small Blend Style ETF 0.7 35 15 3.5 +1.1
EES WisdomTree SmallCap Earnings Fund 0.7 38 12 7.6 +5.3
DWMF WisdomTree International Multifactor Fund 0.6 38 12 6.4 +4.0
FQAL Fidelity Quality Factor ETF 0.6 29 21 4.7 +2.3
FTC First Trust Large Cap Growth AlphaDEX Fund 0.6 60 -10 2.6 +0.3
KOMP SPDR Kensho New Economies Composite ETF 0.6 20 30 1.6 -0.8
VB Vanguard Small-Cap ETF 0.6 5 45 4.3 +1.9
QYLD Global X NASDAQ 100 Covered Call ETF 0.6 60 -10 3.3 +0.9
RFFC RiverFront Dynamic US Flex-Cap ETF 0.6 52 -2 4.3 +2.0
VOT Vanguard Mid-Cap Growth Index Fund 0.6 7 43 2.7 +0.3
SKYY First Trust Cloud Computing ETF 0.6 60 -10 2.2 -0.1
SLYG SPDR S&P 600 Small Cap Growth ETF 0.6 15 35 4.8 +2.4
IJT iShares S&P Small-Cap 600 Growth ETF 0.6 18 32 4.7 +2.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.6 16 34 4.7 +2.4
UIVM VictoryShares USAA MSCI International Value Momentum ETF 0.6 35 15 8.1 +5.7
NUSI Nationwide Risk-Managed Income ETF 0.6 68 -18 3.2 +0.8
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 0.6 60 -10 3.2 +0.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -20 0.7 -1.7
MOTI VanEck Vectors Morningstar International Moat ETF 0.6 58 -8 8.3 +5.9
XWEB SPDR S&P Internet ETF 0.6 35 15 -0.6 -2.9
SUBZ Roundhill Streaming Services & Technology ETF 0.6 75 -25 -2.9 -5.3
QQQM Invesco NASDAQ 100 ETF 0.6 15 35 3.6 +1.2
QQQ Invesco QQQ Trust 0.6 20 30 3.6 +1.2
VEGN US Vegan Climate ETF 0.6 60 -10 3.7 +1.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.6 6 44 0.5 -1.9
WUGI Esoterica NextG Economy ETF 0.6 75 -25 0.7 -1.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 46 3.2 +0.8
KEMQ Kraneshares Emerging Markets Consumer Technology Index ETF 0.6 60 -10 3.9 +1.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.6 63 -13 1.8 -0.6
DWAS Invesco DWA SmallCap Momentum ETF 0.6 60 -10 -0.4 -2.8
USMV iShares Edge MSCI Min Vol USA ETF 0.5 15 35 4.8 +2.5
IWM iShares Russell 2000 ETF 0.5 19 31 2.6 +0.2
ILCG iShares Morningstar Growth ETF 0.5 4 46 3.0 +0.6
VTWO Vanguard Russell 2000 Index Fund 0.5 10 40 2.7 +0.3
IETC iShares Evolved U.S. Technology ETF 0.5 18 32 3.5 +1.1
BUZZ VanEck Vectors Social Sentiment ETF 0.5 75 -25 3.1 +0.8
RYJ Invesco Raymond James SB-1 Equity ETF 0.5 76 -26 3.3 +0.9
VONG Vanguard Russell 1000 Growth Index Fund 0.5 8 42 3.7 +1.3
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.5 60 -10 3.8 +1.4
FCOM Fidelity MSCI Telecommunication Services Index ETF 0.5 8 42 3.7 +1.3
VOX Vanguard Telecommunication Services Index Fund 0.5 10 40 3.6 +1.2
IWF iShares Russell 1000 Growth ETF 0.5 19 31 3.6 +1.2
VFMO Vanguard U.S. Momentum Factor ETF 0.5 13 37 3.2 +0.8
VCR Vanguard Consumer Discretionary Index Fund 0.5 10 40 3.4 +1.0
RBIN Nationwide Risk-Based International Equity ETF 0.5 42 8 5.7 +3.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 46 4.6 +2.2
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -15 6.0 +3.7
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.5 35 15 5.1 +2.7
IMCB iShares Morningstar Mid-Cap ETF 0.5 4 46 4.6 +2.2
SCHM Schwab U.S. Mid-Cap ETF 0.5 4 46 4.7 +2.3
IYC iShares U.S. Consumer Services ETF 0.5 43 7 2.7 +0.3
TMFC Motley Fool 100 Index ETF 0.5 50 0 3.1 +0.7
IVES Wedbush ETFMG Global Cloud Technology ETF 0.5 68 -18 1.9 -0.5
FLRG Fidelity U.S. Multifactor ETF 0.5 29 21 5.5 +3.1
CHIL Global X MSCI China Large-Cap 50 ETF 0.5 29 21 6.9 +4.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.5 12 38 5.5 +3.2
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.5 8 42 3.5 +1.1
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.5 20 30 3.6 +1.2
FNI First Trust Chindia ETF 0.5 60 -10 2.6 +0.2
TTAC TrimTabs US Free Cash Flow Quality ETF 0.5 59 -9 4.7 +2.4
INTF iShares Edge MSCI Multifactor Intl ETF 0.5 30 20 8.1 +5.8
RESD WisdomTree International ESG Fund 0.5 30 20 5.6 +3.3
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.5 88 -38 4.4 +2.0
BICK First Trust BICK Index Fund 0.5 64 -14 5.7 +3.3
SSLY Syntax Stratified SmallCap ETF 0.5 40 10 4.8 +2.4
ISCB iShares Morningstar Small-Cap ETF 0.4 4 46 3.0 +0.7
IWY iShares Russell Top 200 Growth ETF 0.4 20 30 3.7 +1.4
VUG Vanguard Growth Index Fund 0.4 4 46 3.5 +1.1
FTXD First Trust Nasdaq Retail ETF 0.4 60 -10 4.9 +2.5
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.4 30 20 6.2 +3.8
BKSE BNY Mellon US Small Cap Core Equity ETF 0.4 4 46 4.1 +1.7
SCJ iShares MSCI Japan Small-Cap ETF 0.4 51 -1 5.8 +3.4
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.4 21 29 2.9 +0.6
AMCA iShares Russell 1000 Pure U.S. Revenue ETF 0.4 15 35 5.8 +3.4
SVAL iShares US Small Cap Value Factor ETF 0.4 20 30 7.8 +5.5
JMOM JPMorgan U.S. Momentum Factor ETF 0.4 12 38 3.6 +1.2
VUSE Vident Core US Equity Fund 0.4 48 2 6.8 +4.5
AFSM First Trust Active Factor Small Cap ETF 0.4 77 -27 5.3 +2.9
XJR iShares ESG Screened S&P Small-Cap ETF 0.4 12 38 5.4 +3.1
IWR iShares Russell Midcap ETF 0.4 19 31 4.5 +2.1
MGK Vanguard Mega Cap Growth ETF 0.4 7 43 3.6 +1.2
PLC Principal U.S. Large-Cap Multi-Factor Core Index ETF 0.4 15 35 0.0 -2.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 15 4.8 +2.5
IWC iShares Micro-Cap ETF 0.4 60 -10 -2.3 -4.7
JQUA JPMorgan U.S. Quality Factor ETF 0.4 12 38 4.9 +2.5
SLY SPDR S&P 600 Small Cap ETF 0.4 15 35 5.7 +3.3
VIOO Vanguard S&P Small-Cap 600 ETF 0.4 10 40 5.6 +3.3
KEJI Global X China Innovation ETF 0.4 75 -25 3.4 +1.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.4 5 45 5.8 +3.4
ADRE Invesco BLDRS Emerging Markets 50 ADR Index Fund 0.4 30 20 5.3 +3.0
KLDW Gavekal Knowledge Leaders Developed World ETF 0.4 75 -25 3.7 +1.4
SCHA Schwab U.S. Small-Cap ETF 0.4 4 46 3.5 +1.1
RNSC Small Cap US Equity Select ETF 0.4 60 -10 5.8 +3.4
IJR iShares Core S&P Small Cap ETF 0.4 6 44 5.7 +3.3
FCPI Fidelity Stocks for Inflation ETF 0.4 29 21 5.3 +3.0
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.4 40 10 6.4 +4.0
ANEW ProShares MSCI Transformational Changes ETF 0.4 45 5 2.6 +0.2
FLBR Franklin FTSE Brazil ETF 0.4 19 31 6.8 +4.5
JPIN JPMorgan Diversified Return International Equity ETF 0.4 37 13 7.6 +5.3
IWN iShares Russell 2000 Value ETF 0.4 24 26 4.7 +2.3
VTWV Vanguard Russell 2000 Value Index Fund 0.4 15 35 4.8 +2.4
EUSA iShares MSCI USA Equal Weighted ETF 0.4 15 35 4.6 +2.3
EWU iShares MSCI United Kingdom ETF 0.4 51 -1 6.8 +4.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 41 4.7 +2.3
SIZE iShares MSCI USA Size Factor ETF 0.4 15 35 4.6 +2.3
JHMM John Hancock Multifactor Mid Cap ETF 0.4 42 8 4.6 +2.3
ESGV Vanguard ESG U.S. Stock ETF 0.4 12 38 4.5 +2.1
CSML IQ Chaikin U.S. Small Cap ETF 0.4 35 15 2.5 +0.1
FEP First Trust Europe AlphaDEX Fund 0.3 80 -30 7.3 +5.0
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.3 58 -8 8.1 +5.8
ISMD Inspire Small/Mid Cap Impact ETF 0.3 57 -7 4.9 +2.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.3 9 41 4.9 +2.5
STLG iShares Factors US Growth Style ETF 0.3 25 25 4.5 +2.2
ZGBR SPDR Solactive United Kingdom ETF 0.3 14 36 0.0 -2.4
DIM WisdomTree International MidCap Dividend Fund 0.3 58 -8 6.7 +4.4
NORW Global X MSCI Norway ETF 0.3 50 0 7.6 +5.2
SMMD iShares Russell 2500 ETF 0.3 15 35 4.8 +2.4
ENOR iShares MSCI Norway ETF 0.3 53 -3 7.6 +5.2
FLGB Franklin FTSE United Kingdom ETF 0.3 9 41 7.0 +4.6
FSMD Fidelity Small-Mid Factor ETF 0.3 29 21 5.9 +3.6
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.3 40 10 5.2 +2.8
QLC FlexShares US Quality Large Cap Index Fund 0.3 32 18 4.6 +2.2
DFAS Dimensional U.S. Small Cap ETF 0.3 34 16 4.7 +2.3
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.3 32 18 6.7 +4.3
DFUS Dimensional U.S. Equity ETF 0.3 11 39 4.5 +2.1
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 35 6.0 +3.6
ECNS iShares MSCI China Small-Cap ETF 0.3 59 -9 10.7 +8.4
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.3 80 -30 7.0 +4.7
VO Vanguard Mid-Cap Index Fund 0.3 4 46 4.3 +2.0
IDLB Invesco FTSE International Low Beta Equal Weight ETF 0.3 45 5 5.8 +3.4
SCHB Schwab U.S. Broad Market ETF 0.3 3 47 4.4 +2.0
IWV iShares Russell 3000 ETF 0.3 20 30 4.3 +1.9
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 44 5.3 +3.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.3 3 47 4.3 +1.9
VTHR Vanguard Russell 3000 Index Fund 0.3 10 40 4.4 +2.0
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 0.3 25 25 4.7 +2.4
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.3 63 -13 10.4 +8.0
SCHX Schwab U.S. Large-Cap ETF 0.3 3 47 4.5 +2.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -21 1.9 -0.5
ILCB iShares Morningstar U.S. Equity ETF 0.3 3 47 4.5 +2.1
DFJ WisdomTree Japan SmallCap Dividend Fund 0.3 58 -8 8.0 +5.7
VONE Vanguard Russell 1000 ETF 0.3 8 42 4.5 +2.1
VTI Vanguard Total Stock Market Index Fund 0.3 3 47 4.3 +1.9
SCHK Schwab 1000 Index ETF 0.3 5 45 4.5 +2.1
DFAT Dimensional U.S. Targeted Value ETF 0.3 34 16 6.1 +3.7
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.3 35 15 4.9 +2.5
IWB iShares Russell 1000 ETF 0.3 15 35 4.4 +2.1
SCZ iShares MSCI Eafe Small-Cap ETF 0.3 40 10 4.9 +2.6
IYY iShares Dow Jones U.S. ETF 0.3 20 30 4.4 +2.0
SHE SPDR SSGA Gender Diversity Index ETF 0.3 20 30 3.9 +1.5
FLCH Franklin FTSE China ETF 0.3 19 31 8.8 +6.4
SMDY Syntax Stratified MidCap ETF 0.3 35 15 5.0 +2.6
MCHI iShares MSCI China ETF 0.3 59 -9 8.2 +5.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.3 80 -30 4.9 +2.5
CBTG Cabot Growth ETF 0.3 75 -25 0.0 -2.4
JHSC John Hancock Multifactor Small Cap ETF 0.3 42 8 4.8 +2.5
PQSV PGIM QMA Strategic Alpha Small-Cap Value ETF 0.3 29 21 6.1 +3.7
FLLA Franklin FTSE Latin America ETF 0.3 19 31 6.6 +4.2
RECS Columbia Research Enhanced Core ETF 0.3 15 35 5.0 +2.6
BFOR Barron's 400 ETF 0.3 70 -20 5.8 +3.4
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 63 -13 5.7 +3.3
KTEC KraneShares Hang Seng TECH Index ETF 0.3 69 -19 5.1 +2.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.3 7 43 4.5 +2.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 48 4.6 +2.2
AUSF Global X Adaptive U.S. Factor ETF 0.2 27 23 7.3 +4.9
IWL iShares Russell Top 200 ETF 0.2 15 35 4.4 +2.1
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 72 -22 8.0 +5.7
IEME iShares Evolved U.S. Media & Entertainment ETF 0.2 18 32 4.9 +2.6
STMB iShares Factors US Mid Blend Style ETF 0.2 30 20 5.4 +3.0
FEX First Trust Large Cap Core AlphaDEX Fund 0.2 59 -9 5.2 +2.9
PSET Principal Price Setters Index ETF 0.2 15 35 4.7 +2.3
VV Vanguard Large-Cap Index Fund 0.2 4 46 4.5 +2.1
TUSA First Trust Total US Market AlphaDEX ETF 0.2 70 -20 5.7 +3.3
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.2 20 30 7.1 +4.7
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 -20 5.8 +3.4
STLC iShares Factors US Blend Style ETF 0.2 25 25 5.3 +2.9
EQAL Invesco Russell 1000 Equal Weight ETF 0.2 20 30 5.0 +2.6
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 21 7.2 +4.8
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 50 4.5 +2.2
PBUS Invesco PureBeta MSCI USA ETF 0.2 4 46 4.5 +2.2
GXC SPDR S&P China ETF 0.2 59 -9 8.2 +5.8
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.2 40 10 5.4 +3.0
MGC Vanguard Mega Cap Index Fund 0.2 7 43 4.5 +2.1
TPLC Timothy Plan US Large Cap Core ETF 0.2 52 -2 4.5 +2.1
VFLQ Vanguard U.S. Liquidity Factor ETF 0.2 13 37 3.1 +0.8
FLAU Franklin FTSE Australia ETF 0.2 9 41 5.5 +3.1
KALL KraneShares MSCI All China Index ETF 0.2 49 1 8.5 +6.1
GWX SPDR S&P International Small Cap ETF 0.2 40 10 4.8 +2.4
VT Vanguard Total World Stock ETF 0.2 8 42 5.3 +2.9
VBR Vanguard Small Cap Value Index Fund 0.2 7 43 6.0 +3.6
PSC Principal U.S. Small Cap Index ETF 0.2 38 12 4.9 +2.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 11 3.8 +1.4
IDMO Invesco S&P International Developed Momentum ETF 0.2 25 25 4.2 +1.9
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.2 35 15 5.2 +2.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 15 35 6.7 +4.3
MDYV SPDR S&P 400 Mid Cap Value ETF 0.2 15 35 6.5 +4.2
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.2 35 15 5.2 +2.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 32 6.5 +4.1
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.2 47 3 9.7 +7.3
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -39 4.6 +2.2
BKF iShares MSCI BRIC ETF 0.2 70 -20 7.2 +4.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 11 6.2 +3.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 1 4.3 +1.9
QUS SPDR MSCI USA StrategicFactors ETF 0.2 15 35 5.0 +2.6
SLYV SPDR S&P 600 Small Cap Value ETF 0.2 15 35 6.6 +4.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 15 35 6.5 +4.1
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 41 4.9 +2.5
DFAU Dimensional US Core Equity Market ETF 0.2 12 38 4.7 +2.3
IJS iShares S&P Small-cap 600 Value ETF 0.2 18 32 6.5 +4.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 41 5.1 +2.8
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.2 35 15 6.2 +3.9
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.2 35 15 6.2 +3.9
TOK iShares MSCI Kokusai ETF 0.2 25 25 4.7 +2.4
IXP iShares Global Comm Services ETF 0.2 46 4 5.1 +2.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 11 6.3 +3.9
HEWU iShares Currency Hedged MSCI United Kingdom ETF 0.2 51 -1 6.7 +4.4
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.2 29 21 5.9 +3.6
LOWC SPDR MSCI ACWI Low Carbon Target ETF 0.2 20 30 5.2 +2.8
URTH iShares MSCI World ETF 0.2 24 26 4.8 +2.5
IQIN IQ 500 International ETF 0.2 25 25 7.6 +5.2
ACWF iShares MSCI Global Multifactor ETF 0.2 35 15 7.3 +5.0
ACWI iShares MSCI ACWI ETF 0.2 32 18 5.0 +2.7
CN Xtrackers MSCI All China Equity ETF 0.2 50 0 8.2 +5.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.2 20 30 5.2 +2.9
ESGU iShares MSCI USA ESG Optimized ETF 0.2 15 35 4.5 +2.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -15 5.5 +3.1
IMFL Invesco International Developed Dynamic Multifactor ETF 0.2 34 16 7.3 +4.9
AVEM Avantis Emerging Markets Equity ETF 0.2 33 17 8.5 +6.1
ASIA-AU BetaShares Asia Technology Tigers ETF 0.2 67 -17 4.3 +1.9
JHML John Hancock Multifactor Large Cap ETF 0.2 29 21 4.7 +2.3
IDHQ Invesco S&P International Developed Quality ETF 0.2 29 21 5.2 +2.8
IMTM iShares Edge MSCI Intl Momentum Factor ETF 0.2 30 20 6.6 +4.3
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -2 5.9 +3.5
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.1 32 18 6.0 +3.7
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 19 31 4.9 +2.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 30 5.1 +2.7
AVUS Avantis U.S. Equity ETF 0.1 15 35 5.0 +2.6
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.1 24 26 6.8 +4.5
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF 0.1 43 7 5.1 +2.7
ACVF American Conservative Values ETF 0.1 75 -25 4.0 +1.7
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.1 25 25 6.7 +4.3
SCHE Schwab Emerging Markets Equity ETF 0.1 11 39 7.5 +5.2
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 40 4.5 +2.1
PDEV Principal International Multi-Factor Core Index ETF 0.1 25 25 6.8 +4.4
PBEE Invesco PureBeta FTSE Emerging Markets ETF 0.1 16 34 7.7 +5.3
QINT American Century Quality Diversified International ETF 0.1 39 11 6.7 +4.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 11 5.1 +2.7
FTLB First Trust Hedged BuyWrite Income ETF 0.1 85 -35 4.9 +2.6
SDGA Impact Shares Sustainable Development Goals Global ETF 0.1 75 -25 5.3 +3.0
FTHI First Trust High Income ETF 0.1 85 -35 5.0 +2.6
PQSG PGIM QMA Strategic Alpha Small-Cap Growth ETF 0.1 29 21 0.8 -1.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 11 6.3 +3.9
VWO Vanguard FTSE Emerging Markets ETF 0.1 10 40 7.5 +5.1
RESE WisdomTree Emerging Markets ESG Fund 0.1 32 18 7.5 +5.1
SPEM SPDR Portfolio Emerging Markets ETF 0.1 11 39 7.2 +4.9
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 20 7.2 +4.8
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 1 6.8 +4.4
DTH WisdomTree International High Dividend Fund 0.1 58 -8 8.3 +5.9
IEHS iShares Evolved U.S. Healthcare Staples ETF 0.1 18 32 4.7 +2.3
IEMG iShares Core MSCI Emerging Markets ETF 0.1 11 39 7.2 +4.8
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 20 5.2 +2.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 20 5.3 +2.9
EEMA iShares MSCI Emerging Markets Asia ETF 0.1 50 0 7.0 +4.6
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 70 -20 6.3 +3.9
XJH iShares ESG Screened S&P Mid-Cap ETF 0.1 12 38 5.6 +3.2
HLGE Hartford Longevity Economy ETF 0.1 44 6 5.9 +3.5
ISZE iShares Edge MSCI Intl Size Factor ETF 0.1 30 20 5.9 +3.6
EFV iShares MSCI EAFE Value ETF 0.1 39 11 8.1 +5.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 4 46 6.2 +3.8
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 31 6.9 +4.5
PSM Principal U.S. Small-MidCap Multi-Factor Core Index ETF 0.1 20 30 0.0 -2.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.1 10 40 5.6 +3.2
IJH iShares Core S&P Mid-Cap ETF 0.1 5 45 5.5 +3.1
SPMD SPDR Portfolio Mid Cap ETF 0.1 5 45 5.5 +3.1
MDY SPDR S&P Midcap 400 ETF Trust 0.1 23 27 5.3 +3.0
VSGX Vanguard ESG International Stock ETF 0.1 17 33 6.2 +3.9
IMCV iShares Morningstar Mid-Cap Value ETF 0.1 6 44 6.2 +3.8
ISEM Invesco RAFI Strategic Emerging Markets ETF 0.1 35 15 12.0 +9.7
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.1 24 26 6.0 +3.7
EEM iShares MSCI Emerging Markets ETF 0.1 70 -20 6.7 +4.3
ONEO SPDR Russell 1000 Momentum Focus ETF 0.1 20 30 6.2 +3.8
SCHC Schwab International Small-Cap Equity ETF 0.1 11 39 4.9 +2.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 6.8 +4.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -16 6.6 +4.3
ESGD iShares MSCI EAFE ESG Optimized ETF 0.1 20 30 6.0 +3.6
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 38 5.9 +3.6
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 14 7.3 +4.9
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.1 86 -36 2.8 +0.4
VFVA Vanguard U.S. Value Factor ETF 0.1 14 36 8.3 +5.9
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 20 6.3 +3.9
EPS WisdomTree U.S. Earnings 500 Fund 0.1 8 42 5.8 +3.5
JHEM John Hancock Multifactor Emerging Markets ETF 0.1 49 1 7.4 +5.0
VXUS Vanguard Total International Stock ETF 0.1 8 42 6.6 +4.3
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 6.1 +3.7
IDEV iShares Core MSCI International Developed Markets ETF 0.1 5 45 6.2 +3.9
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 25 6.1 +3.8
IEFA iShares Core MSCI EAFE ETF 0.1 7 43 6.3 +3.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 8 42 6.7 +4.4
IQSI IQ Candriam ESG International Equity ETF 0.1 15 35 6.3 +4.0
IEUR iShares Core MSCI Europe ETF 0.1 9 41 6.3 +3.9
IXUS ishares Core MSCI Total International Stock ETF 0.1 9 41 6.5 +4.1
IEV iShares Europe ETF 0.1 59 -9 6.0 +3.7
VPL Vanguard FTSE Pacific ETF 0.1 8 42 6.5 +4.2
BBEU JPMorgan BetaBuilders Europe ETF 0.1 9 41 6.5 +4.1
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 6.3 +3.9
FLEH Franklin FTSE Europe Hedged ETF 0.1 9 41 6.3 +4.0
IQSU IQ Candriam ESG US Equity ETF 0.1 9 41 4.4 +2.1
FLEE Franklin FTSE Europe ETF 0.1 9 41 6.3 +3.9
SPEU SPDR Portfolio Europe ETF 0.1 9 41 6.3 +3.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 4 6.0 +3.6
VYMI Vanguard International High Dividend Yield ETF 0.1 27 23 9.0 +6.7
IVLU iShares Edge MSCI Intl Value Factor ETF 0.1 30 20 9.4 +7.1
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 30 6.2 +3.9
FNX First Trust Mid Cap Core AlphaDEX Fund 0.1 60 -10 4.9 +2.6
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 25 6.1 +3.7
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 15 7.5 +5.1
VGK Vanguard FTSE Europe ETF 0.1 8 42 6.4 +4.0
FDEM Fidelity Emerging Markets Multifactor ETF 0.1 45 5 9.6 +7.2
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 0.1 7 43 6.5 +4.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 11 39 5.2 +2.9
VEA Vanguard FTSE Developed Markets ETF 0.1 5 45 6.4 +4.1
IWS iShares Russell Mid-Cap Value ETF 0.1 24 26 5.5 +3.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 30 20 5.5 +3.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 7.2 +4.9
SCHF Schwab International Equity ETF 0.1 6 44 6.5 +4.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 9 6.3 +3.9
IEUS iShares MSCI Europe Small-Cap ETF 0.1 40 10 4.6 +2.2
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 32 18 6.4 +4.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 25 7.8 +5.4
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.1 23 27 7.1 +4.7
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 10 7.0 +4.6
DWM WisdomTree International Equity Fund 0.1 48 2 6.8 +4.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -9 9.7 +7.3
KESG KraneShares MSCI China ESG Leaders Index ETF 0.1 59 -9 9.0 +6.6
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 5 7.7 +5.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 30 4.5 +2.1
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 0.1 40 10 6.7 +4.4
EEMO Invesco S&P Emerging Markets Momentum ETF 0.1 31 19 4.1 +1.7
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.1 20 30 6.1 +3.8
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.1 25 25 5.6 +3.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 14 6.1 +3.7
HFXI IQ 50 Percent Hedged FTSE International ETF 0.1 20 30 6.4 +4.1
EFA iShares MSCI EAFE ETF 0.1 32 18 6.2 +3.8
JHMD John Hancock Multifactor Developed International ETF 0.1 39 11 6.3 +3.9
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.0 70 -20 6.6 +4.3
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.0 42 8 4.6 +2.2
FAB First Trust Multi Cap Value AlphaDEX Fund 0.0 70 -20 7.5 +5.2
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 20 7.8 +5.4
ZJPN SPDR Solactive Japan ETF 0.0 14 36 0.0 -2.4
DHS WisdomTree U.S. High Dividend Fund 0.0 38 12 7.8 +5.4
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 46 5.9 +3.5
BBJP JPMorgan BetaBuilders Japan ETF 0.0 19 31 6.5 +4.1
FLJP Franklin FTSE Japan ETF 0.0 9 41 6.7 +4.3
FLJH Franklin FTSE Japan Hedged ETF 0.0 9 41 6.8 +4.5
AVDE Avantis International Equity ETF 0.0 23 27 6.7 +4.3
QEFA SPDR MSCI EAFE Quality Mix ETF 0.0 30 20 6.0 +3.6
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.0 18 32 3.5 +1.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 38 4.4 +2.0
DEW WisdomTree Global High Dividend Fund 0.0 58 -8 8.3 +6.0
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF 0.0 35 15 6.4 +4.1
DEFA iShares Adaptive Currency Hedged MSCI EAFE ETF 0.0 35 15 6.3 +3.9
HEFA iShares Currency Hedged MSCI EAFE ETF 0.0 35 15 6.2 +3.8
VLU SPDR S&P 1500 Value Tilt ETF 0.0 12 38 6.2 +3.8
VONV Vanguard Russell 1000 Value Index Fund 0.0 8 42 5.9 +3.5
IWD iShares Russell 1000 Value ETF 0.0 19 31 5.8 +3.4
LDEM iShares ESG MSCI EM Leaders ETF 0.0 16 34 6.9 +4.5
ILCV iShares Morningstar Value ETF 0.0 4 46 6.1 +3.8
VIG Vanguard Dividend Appreciation Index Fund 0.0 6 44 5.2 +2.8
ROUS Hartford Multifactor US Equity ETF 0.0 19 31 5.4 +3.1
DTD WisdomTree U.S.Total Dividend Fund 0.0 28 22 6.1 +3.7
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 39 7.3 +4.9
VYM Vanguard High Dividend Yield Index ETF 0.0 6 44 6.7 +4.3
PFM Invesco Dividend Achievers ETF 0.0 53 -3 5.1 +2.7
DGRO iShares Core Dividend Growth ETF 0.0 8 42 6.0 +3.7
SPTM SPDR Portfolio Total Stock Market ETF 0.0 3 47 4.7 +2.4
DSI iShares MSCI KLD 400 Social ETF 0.0 25 25 4.4 +2.0
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.0 20 30 6.5 +4.1
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.0 17 33 6.1 +3.7
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.0 58 -8 5.0 +2.6
PXH Invesco FTSE RAFI Emerging Markets ETF 0.0 50 0 12.8 +10.5
IUSV iShares Core S&P U.S. Value ETF 0.0 4 46 6.1 +3.7
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 11 5.7 +3.4
ROAM Hartford Multifactor Emerging Markets ETF 0.0 44 6 10.2 +7.9
HKND Humankind US Stock ETF 0.0 209 -159 3.7 +1.3

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:

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 7.5 %
Divided by: Fwd. P/BV 2.6 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 2.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.50 CATEGORY
AVERAGE		 1.46
 
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.