Global X Education ETF
ALTAR
Score™		 1.5% info Recommen-
dation		 UNDERWEIGHT
2022E    2023E
P/E
ratio		 32.2x P/Sales
ratio		 1.5x
P/BV
ratio		 2.1x Div.
yield		 1.0%


  • 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) $4
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 Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 35
Wgt avg mkt cap (mns) $5,015
Large cap (>$10bn) 8.8%
Mid cap ($2-10bn) 52.1%
Small cap (<$2bn) 31.3%
Developed mkts 85.2%
Emerging mkts 14.8%

TOP TEN HOLDINGS
PEARSON PLC 10.5 %
IDP EDUCATION LTD. 8.3 %
BRIGHT HORIZONS FAMILY SOLUT 7.5 %
ZOOM VIDEO COMMUNICATIONS, INC. CL 5.0 %
WILEY (JOHN) & SONS -CL A 4.4 %
8X8, INC. 4.3 %
CHEGG INC 4.3 %
COURSERA INC 4.1 %
RINGCENTRAL, INC. CLASS A 4.0 %
DUOLINGO, INC. CLASS A 3.8 %
Total 56.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 52.7 %
BRITAIN 10.5 %
CHINA 10.0 %
AUSTRALIA 9.5 %
JAPAN 7.4 %
BRAZIL 2.8 %
NORWAY 2.2 %
CANADA 2.0 %
SOUTH KOREA 1.6 %
IRELAND 1.4 %

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.
-23.0% -58.9% -- -- -37.0%

Market Correlations
versus... Beta R-squared
S&P500 0.83 28%
MSCI EAFE 0.89 33%
MSCI Emg. Mkts. 1.37 51%

Technical Indicators
Recent close $6.13
30d moving avg. $7.19
Annualized volatility 26.0%
Short interest (ETF) 0.3%
Relative strength (RSI) 30

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.2%
Bid/Ask (% of price) 1.42%
ADV underlying (mns) $1,762

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 487 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™: 1.5%


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
(%)
ZGEN Generation Z ETF 10.1 60 -10 -5.6 -7.1
IWFH iShares Virtual Work and Life Multisector ETF 6.6 47 3 -1.2 -2.7
BFTR Future Innovators ETF 6.1 80 -30 -3.3 -4.8
WFH Direxion Work From Home ETF 6.1 45 5 0.0 -1.5
ARKW ARK Web x.0 ETF 5.8 83 -33 -16.8 -18.3
ARKK ARK Innovation ETF 5.7 75 -25 -7.1 -8.6
PBS Invesco Dynamic Media ETF 5.6 63 -13 5.6 +4.1
CLOU Global X Cloud Computing ETF 5.5 68 -18 2.1 +0.6
IPO Renaissance IPO ETF 3.9 60 -10 6.7 +5.2
WCLD WisdomTree Cloud Computing Fund 3.5 45 5 -1.8 -3.3
MOTE VanEck Morningstar ESG Moat ETF 2.6 49 1 6.0 +4.5
XTL SPDR S&P Telecom ETF 2.6 35 15 5.6 +4.1
FCLD Fidelity Cloud Computing ETF 2.5 39 11 4.5 +2.9
XITK SPDR FactSet Innovative Technology ETF 2.4 45 5 -3.2 -4.8
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.4 57 -7 5.5 +4.0
WWOW Direxion World Without Waste ETF 2.2 50 0 0.6 -1.0
RAYD Rayliant Quantitative Developed Market Equity ETF 2.2 80 -30 8.9 +7.4
PSCU Invesco S&P SmallCap Utilities ETF 2.2 29 21 3.4 +1.9
FDN First Trust Dow Jones Internet Index Fund 2.1 51 -1 3.9 +2.4
IBUY Amplify Online Retail ETF 2.0 65 -15 -5.0 -6.6
SDG iShares Sustainable MSCI Global Impact ETF 1.9 49 1 8.6 +7.1
CHIQ Global X MSCI China Consumer ETF 1.9 65 -15 2.4 +0.8
BOSS Global X Founder-Run Companies ETF 1.9 45 5 2.9 +1.4
FKU First Trust United Kingdom AlphaDEX Fund 1.9 80 -30 10.1 +8.5
BRF VanEck Brazil Small-Cap ETF 1.9 63 -13 6.0 +4.5
FPX First Trust US IPO Index Fund 1.8 57 -7 2.5 +1.0
XPND First Trust Expanded Technology ETF 1.7 65 -15 5.7 +4.2
EWZS iShares MSCI Brazil Small-Cap ETF 1.6 59 -9 10.4 +8.8
SKYY First Trust Cloud Computing ETF 1.6 60 -10 4.3 +2.8
GIGE SoFi Gig Economy ETF 1.6 59 -9 -6.7 -8.2
GBGR Global Beta Momentum-Growth ETF 1.5 29 21 1.9 +0.4
IGV iShares Expanded Tech-Software ETF 1.5 43 7 3.9 +2.3
AILG Alpha Intelligent - Large Cap Growth ETF 1.3 85 -35 4.1 +2.5
XSW SPDR S&P Software & Services ETF 1.3 35 15 3.9 +2.4
TCHI iShares MSCI China Multisector Tech ETF 1.3 59 -9 4.0 +2.5
PNQI Invesco NASDAQ Internet ETF 1.2 60 -10 3.3 +1.7
ROSC Hartford Multifactor Small Cap ETF 1.2 34 16 10.2 +8.7
KWEB KraneShares CSI China Internet ETF 1.2 76 -26 -1.2 -2.8
MXDU Nationwide Maximum Diversification US Core Equity ETF 1.2 34 16 5.7 +4.2
MVPS Amplify Thematic All-Stars ETF 1.2 49 1 2.1 +0.6
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 1.2 35 15 8.2 +6.7
MOTI VanEck Morningstar International Moat ETF 1.2 58 -8 9.4 +7.9
FNI First Trust Chindia ETF 1.2 60 -10 2.3 +0.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.1 35 15 5.7 +4.1
DAT ProShares Big Data Refiners ETF 1.1 58 -8 0.5 -1.0
PSL Invesco DWA Consumer Staples Momentum ETF 1.0 60 -10 5.8 +4.3
PLAT WisdomTree Modern Tech Platforms Fund 1.0 20 30 2.0 +0.4
DTEC ALPS Disruptive Technologies ETF 1.0 50 0 4.2 +2.6
VIRS Pacer BioThreat Strategy ETF 1.0 70 -20 7.0 +5.4
INNO Harbor Disruptive Innovation ETF 1.0 75 -25 -3.5 -5.1
SXQG 6 Meridian Quality Growth ETF 1.0 100 -50 5.2 +3.6
OGIG O'Shares Global Internet Giants ETF 0.9 48 2 0.0 -1.5
ECNS iShares MSCI China Small-Cap ETF 0.9 59 -9 13.2 +11.6
PGJ Invesco Golden Dragon China ETF 0.9 69 -19 2.5 +1.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.9 58 -8 5.5 +3.9
CLRG IQ Chaikin U.S. Large Cap ETF 0.9 25 25 6.1 +4.6
PWC Invesco Dynamic Market ETF 0.9 60 -10 6.2 +4.7
SQLV Legg Mason Small-Cap Quality Value 0.9 61 -11 9.7 +8.2
FSST Fidelity Sustainability U.S. Equity ETF 0.9 59 -9 5.9 +4.3
CLMA iClima Global Decarbonization Transition Leaders ETF 0.9 65 -15 2.2 +0.6
KOMP SPDR Kensho New Economies Composite ETF 0.9 20 30 0.9 -0.7
QGRO American Century STOXX U.S. Quality Growth ETF 0.9 29 21 7.6 +6.1
MILN Global X Millennial Consumer ETF 0.8 50 0 3.2 +1.6
PUNK Subversive Metaverse ETF 0.8 75 -25 2.4 +0.8
PSCT Invesco S&P SmallCap Information Technology ETF 0.8 29 21 6.2 +4.7
NUSC Nuveen ESG Small-Cap ETF 0.8 30 20 5.7 +4.2
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 0.8 69 -19 6.5 +5.0
FYT First Trust Small Cap Value AlphaDEX Fund 0.8 72 -22 12.0 +10.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 12 8.6 +7.0
JIG JPMorgan International Growth ETF 0.8 55 -5 3.9 +2.4
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.7 38 12 9.4 +7.8
ETHO Etho Climate Leadership U.S. ETF 0.7 48 2 4.6 +3.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.7 39 11 4.3 +2.8
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.7 35 15 8.4 +6.8
NIFE Direxion Fallen Knives ETF 0.7 50 0 -6.1 -7.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.7 75 -25 3.5 +2.0
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 0.7 108 -58 6.5 +5.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.7 95 -45 2.4 +0.9
VXF Vanguard Extended Market Index Fund 0.7 6 44 2.6 +1.0
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.7 39 11 9.6 +8.1
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.7 35 15 7.4 +5.9
VBK Vanguard Small-Cap Growth Index Fund 0.6 7 43 2.5 +1.0
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 0.6 48 2 7.5 +6.0
AVSC Avantis U.S Small Cap Equity ETF 0.6 25 25 5.2 +3.7
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.6 30 20 9.1 +7.6
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 63 -13 8.4 +6.9
CSML IQ Chaikin U.S. Small Cap ETF 0.6 35 15 5.8 +4.2
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.6 17 33 5.5 +3.9
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.6 30 20 9.4 +7.9
ARKQ Ark Autonomous Tech. & Robotics ETF 0.6 75 -25 -2.3 -3.9
SUBS Fount Subscription Economy ETF 0.5 70 -20 4.9 +3.4
CALF Pacer US Small Cap Cash Cows 100 ETF 0.5 59 -9 12.3 +10.7
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 11 8.9 +7.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 30 6.8 +5.3
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 0.5 49 1 6.5 +4.9
USMF WisdomTree U.S. Multifactor Fund 0.5 28 22 8.5 +7.0
SDY SPDR S&P Dividend ETF 0.5 35 15 6.3 +4.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 11 7.1 +5.6
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.5 25 25 6.0 +4.5
DFSV Dimensional US Small Cap Value ETF 0.5 31 19 8.7 +7.2
IUSS Invesco Strategic US Small Company ETF 0.5 23 27 6.2 +4.6
EES WisdomTree SmallCap Earnings Fund 0.5 38 12 10.1 +8.6
XWEB SPDR S&P Internet ETF 0.5 35 15 -3.0 -4.5
VFMF Vanguard U.S. Multifactor ETF 0.5 19 31 9.1 +7.5
FDWM Fidelity Women's Leadership ETF 0.5 59 -9 6.0 +4.5
SPQQ Siren Large Cap Blend Index ETF 0.5 20 30 0.0 -1.5
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.5 50 0 3.1 +1.6
IWN iShares Russell 2000 Value ETF 0.5 24 26 2.2 +0.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.5 12 38 6.8 +5.3
AFSM First Trust Active Factor Small Cap ETF 0.5 77 -27 8.1 +6.6
VTWV Vanguard Russell 2000 Value Index Fund 0.5 15 35 2.6 +1.1
RYJ Invesco Raymond James SB-1 Equity ETF 0.5 75 -25 3.6 +2.0
RBIN Nationwide Risk-Based International Equity ETF 0.4 42 8 7.2 +5.7
VOX Vanguard Telecommunication Services Index Fund 0.4 10 40 6.5 +5.0
SVAL iShares US Small Cap Value Factor ETF 0.4 20 30 10.3 +8.8
FCOM Fidelity MSCI Telecommunication Services Index ETF 0.4 8 42 6.7 +5.2
INTF iShares Edge MSCI Multifactor Intl ETF 0.4 30 20 9.4 +7.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.4 9 41 5.0 +3.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 44 1.5 -0.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 15 8.7 +7.2
SSLY Syntax Stratified SmallCap ETF 0.4 40 10 7.3 +5.7
FDG American Century Focused Dynamic Growth ETF 0.4 45 5 3.2 +1.6
RESD WisdomTree International ESG Fund 0.4 30 20 7.0 +5.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.4 7 43 5.6 +4.1
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.4 20 30 4.9 +3.4
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.4 6 44 5.6 +4.1
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.4 25 25 8.1 +6.6
GXF Global X FTSE Nordic Region ETF 0.4 51 -1 4.7 +3.1
IWP iShares Russell Mid-Cap Growth ETF 0.4 23 27 4.3 +2.8
IMCG iShares Morningstar Mid-Cap Growth ETF 0.4 6 44 4.5 +3.0
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -30 9.5 +8.0
KLDW Gavekal Knowledge Leaders Developed World ETF 0.4 75 -25 0.0 -1.5
FSMD Fidelity Small-Mid Factor ETF 0.4 29 21 8.4 +6.9
JPIN JPMorgan Diversified Return International Equity ETF 0.4 37 13 8.3 +6.8
RNSC Small Cap US Equity Select ETF 0.4 60 -10 8.4 +6.8
ENOR iShares MSCI Norway ETF 0.4 53 -3 3.7 +2.2
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -9 2.5 +1.0
FUNL CornerCap Fundametrics Large-Cap ETF 0.4 50 0 8.0 +6.5
CGGR Capital Group Growth ETF 0.4 39 11 4.6 +3.0
NORW Global X MSCI Norway ETF 0.4 51 -1 3.7 +2.2
DFAT Dimensional U.S. Targeted Value ETF 0.4 34 16 8.3 +6.8
CGGO Capital Group Global Growth Equity ETF 0.4 47 3 4.3 +2.8
IWM iShares Russell 2000 ETF 0.4 19 31 1.5 -0.0
ESIX SPDR S&P SmallCap 600 ESG ETF 0.4 12 38 7.9 +6.3
ECOZ TrueMark ESG Active Opportunities ETF 0.4 58 -8 5.0 +3.4
HLGE Hartford Longevity Economy ETF 0.3 44 6 8.0 +6.4
VTWO Vanguard Russell 2000 Index Fund 0.3 10 40 1.7 +0.2
SFYF SoFi 50 ETF 0.3 29 21 -2.4 -3.9
VUSE Vident Core US Equity Fund 0.3 48 2 10.1 +8.6
ISMD Inspire Small/Mid Cap Impact ETF 0.3 57 -7 6.2 +4.7
IEME iShares Evolved U.S. Media & Entertainment ETF 0.3 18 32 5.4 +3.8
IYW iShares U.S. Technology ETF 0.3 43 7 5.6 +4.0
VB Vanguard Small-Cap ETF 0.3 5 45 6.1 +4.5
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.3 15 35 7.8 +6.3
SMDY Syntax Stratified MidCap ETF 0.3 35 15 6.8 +5.3
JHMC John Hancock Multifactor Consumer Discretionary ETF 0.3 40 10 5.1 +3.5
EWU iShares MSCI United Kingdom ETF 0.3 51 -1 7.7 +6.2
SFYX Sofi Next 500 ETF 0.3 0 50 6.6 +5.1
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.3 40 10 7.3 +5.7
ISCB iShares Morningstar Small-Cap ETF 0.3 4 46 5.1 +3.6
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -21 2.7 +1.2
EWA iShares MSCI Australia ETF 0.3 51 -1 5.3 +3.8
SCJ iShares MSCI Japan Small-Cap ETF 0.3 51 -1 6.6 +5.1
NTZO Impact Shares MSCI Global Climate Select ETF 0.3 30 20 5.8 +4.3
RESE WisdomTree Emerging Markets ESG Fund 0.3 32 18 8.1 +6.6
DFJ WisdomTree Japan SmallCap Dividend Fund 0.3 58 -8 8.8 +7.2
IETC iShares Evolved U.S. Technology ETF 0.3 18 32 5.3 +3.7
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.3 86 -36 1.7 +0.2
FLGB Franklin FTSE United Kingdom ETF 0.3 9 41 8.0 +6.5
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.3 8 42 5.5 +4.0
VWO Vanguard FTSE Emerging Markets ETF 0.3 10 40 8.3 +6.8
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 42 5.7 +4.1
SCHA Schwab U.S. Small-Cap ETF 0.3 4 46 5.5 +4.0
PSC Principal U.S. Small Cap Index ETF 0.3 38 12 7.2 +5.7
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.3 58 -8 8.8 +7.2
VGT Vanguard Information Technology Index Fund 0.3 10 40 5.7 +4.1
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.3 40 10 7.3 +5.7
VCR Vanguard Consumer Discretionary Index Fund 0.3 10 40 5.4 +3.9
IGM iShares Expanded Tech Sector ETF 0.3 43 7 5.3 +3.8
BIBL Inspire ETF 0.3 35 15 5.5 +3.9
ENTR Entrepreneur 30 Fund 0.3 49 1 5.3 +3.8
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -15 8.1 +6.6
XJR iShares ESG Screened S&P Small-Cap ETF 0.2 12 38 7.4 +5.9
JHMT John Hancock Multifactor Technology ETF 0.2 40 10 6.3 +4.7
QINT American Century Quality Diversified International ETF 0.2 39 11 8.7 +7.2
BKSE BNY Mellon US Small Cap Core Equity ETF 0.2 4 46 5.9 +4.3
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.2 35 15 7.0 +5.5
TMFX Motley Fool Next Index ETF 0.2 50 0 3.7 +2.2
PQIN PGIM QMA Strategic Alpha International Equity ETF 0.2 29 21 7.8 +6.3
DFAS Dimensional U.S. Small Cap ETF 0.2 34 16 6.7 +5.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 71 -21 7.1 +5.6
FLAU Franklin FTSE Australia ETF 0.2 9 41 5.8 +4.3
SCHM Schwab U.S. Mid-Cap ETF 0.2 4 46 6.4 +4.9
SLYG SPDR S&P 600 Small Cap Growth ETF 0.2 15 35 7.9 +6.3
FLBR Franklin FTSE Brazil ETF 0.2 19 31 9.5 +7.9
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 32 7.8 +6.3
SLYV SPDR S&P 600 Small Cap Value ETF 0.2 15 35 7.6 +6.1
IJR iShares Core S&P Small Cap ETF 0.2 6 44 7.6 +6.1
SLY SPDR S&P 600 Small Cap ETF 0.2 15 35 7.5 +6.0
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 30 5.8 +4.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.2 5 45 7.6 +6.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 15 35 7.6 +6.1
VIOO Vanguard S&P Small-Cap 600 ETF 0.2 10 40 7.6 +6.1
GRZZ Grizzle Growth ETF 0.2 75 -25 6.5 +4.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 16 34 8.0 +6.4
IJS iShares S&P Small-cap 600 Value ETF 0.2 18 32 7.6 +6.0
VFQY Vanguard U.S. Quality Factor ETF 0.2 13 37 8.0 +6.4
IWO iShares Russell 2000 Growth ETF 0.2 24 26 1.0 -0.6
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 44 8.0 +6.5
VTWG Vanguard Russell 2000 Growth Index Fund 0.2 15 35 1.0 -0.5
IVES Wedbush ETFMG Global Cloud Technology ETF 0.2 68 -18 3.7 +2.2
ISZE iShares Edge MSCI Intl Size Factor ETF 0.2 30 20 6.5 +5.0
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.2 19 31 8.0 +6.4
NUDM Nuveen ESG International Developed Markets Equity ETF 0.2 30 20 6.3 +4.7
DIM WisdomTree International MidCap Dividend Fund 0.2 58 -8 7.8 +6.2
ILCG iShares Morningstar Growth ETF 0.2 4 46 4.5 +3.0
GWX SPDR S&P International Small Cap ETF 0.2 40 10 4.3 +2.8
DISV Dimensional International Small Cap Value ETF 0.2 42 8 9.6 +8.0
VEGN US Vegan Climate ETF 0.2 60 -10 5.6 +4.1
VOT Vanguard Mid-Cap Growth Index Fund 0.2 7 43 4.1 +2.6
QQQM Invesco NASDAQ 100 ETF 0.2 15 35 5.6 +4.1
QQQ Invesco QQQ Trust 0.2 20 30 5.5 +4.0
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 41 6.0 +4.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 41 5.7 +4.2
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 0.2 60 -10 5.1 +3.6
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 -15 9.0 +7.5
IXP iShares Global Comm Services ETF 0.2 43 7 7.2 +5.7
QYLD Global X NASDAQ 100 Covered Call ETF 0.2 60 -10 5.1 +3.6
RYLD Global X Russell 2000 Covered Call ETF 0.2 60 -10 1.2 -0.3
QTR Global X NASDAQ 100 Tail Risk ETF 0.2 60 -10 5.1 +3.6
QCLR Global X NASDAQ 100 Collar 95-110 ETF 0.2 60 -10 4.9 +3.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 11 9.0 +7.5
VFLQ Vanguard U.S. Liquidity Factor ETF 0.2 13 37 1.9 +0.4
EPP iShares MSCI Pacific ex-Japan ETF 0.2 48 2 5.7 +4.1
NUSI Nationwide Risk-Managed Income ETF 0.2 68 -18 4.8 +3.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 46 4.6 +3.1
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -2 8.3 +6.8
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.2 58 -8 11.8 +10.3
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.2 63 -13 8.5 +7.0
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.2 35 15 8.2 +6.7
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF 0.2 19 31 6.1 +4.6
VONG Vanguard Russell 1000 Growth Index Fund 0.2 8 42 5.5 +4.0
IWF iShares Russell 1000 Growth ETF 0.2 19 31 5.4 +3.9
VSGX Vanguard ESG International Stock ETF 0.2 12 38 7.2 +5.7
QRMI Global X NASDAQ 100 Risk Managed Income ETF 0.2 60 -10 4.9 +3.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.2 4 46 6.1 +4.6
ITAN Sparkline Intangible Value ETF 0.2 50 0 7.0 +5.5
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 38 6.6 +5.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.2 20 30 6.2 +4.7
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 46 6.0 +4.4
IYC iShares U.S. Consumer Services ETF 0.2 43 7 4.3 +2.8
FLCH Franklin FTSE China ETF 0.2 19 31 9.9 +8.4
AVES Avantis Emerging Markets Value ETF 0.2 36 14 13.6 +12.1
BLES Inspire Global Hope Large Cap ETF 0.2 52 -2 5.7 +4.2
TMFC Motley Fool 100 Index ETF 0.2 50 0 4.7 +3.1
EZM WisdomTree U.S. MidCap Earnings Fund 0.2 38 12 9.8 +8.3
FLLA Franklin FTSE Latin America ETF 0.2 19 31 9.0 +7.5
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 70 -20 9.9 +8.3
USMV iShares Edge MSCI Min Vol USA ETF 0.2 15 35 5.8 +4.2
UEVM VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 0.1 45 5 14.0 +12.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.1 15 35 8.1 +6.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 11 5.9 +4.4
KALL KraneShares MSCI All China Index ETF 0.1 49 1 10.5 +9.0
IQIN IQ 500 International ETF 0.1 25 25 8.2 +6.7
AVEM Avantis Emerging Markets Equity ETF 0.1 33 17 10.2 +8.7
DFIS Dimensional International Small Cap ETF 0.1 39 11 5.6 +4.1
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 0.1 25 25 6.3 +4.8
VUG Vanguard Growth Index Fund 0.1 4 46 4.9 +3.4
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 25 9.2 +7.7
VBR Vanguard Small Cap Value Index Fund 0.1 7 43 8.2 +6.7
IDHQ Invesco S&P International Developed Quality ETF 0.1 29 21 6.8 +5.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 35 8.0 +6.5
IWY iShares Russell Top 200 Growth ETF 0.1 20 30 5.7 +4.2
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.1 21 29 3.9 +2.4
IWR iShares Russell Midcap ETF 0.1 19 31 5.9 +4.4
SCHC Schwab International Small-Cap Equity ETF 0.1 11 39 5.6 +4.0
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 50 0 13.0 +11.5
MGK Vanguard Mega Cap Growth ETF 0.1 7 43 5.1 +3.6
SMMD iShares Russell 2500 ETF 0.1 15 35 6.4 +4.9
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.1 60 -10 5.4 +3.8
SHE SPDR SSGA Gender Diversity Index ETF 0.1 20 30 5.8 +4.2
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 10 5.6 +4.1
ESGD iShares MSCI EAFE ESG Optimized ETF 0.1 20 30 6.7 +5.2
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 37 6.0 +4.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.1 18 32 6.0 +4.5
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 38 6.6 +5.1
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 41 6.0 +4.4
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 11 9.2 +7.6
SIZE iShares MSCI USA Size Factor ETF 0.1 15 35 6.2 +4.7
VXUS Vanguard Total International Stock ETF 0.1 8 42 7.4 +5.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 11 39 6.1 +4.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 8 42 7.4 +5.9
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.1 29 21 8.5 +6.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.1 15 35 7.8 +6.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.1 12 38 7.6 +6.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 11 7.4 +5.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.1 15 35 6.8 +5.2
IJK iShares S&P Mid-Cap 400 Growth ETF 0.1 17 33 6.7 +5.2
JIDA JPMorgan ActiveBuilders International Equity ETF 0.1 25 25 7.6 +6.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.1 15 35 6.7 +5.1
ANEW ProShares MSCI Transformational Changes ETF 0.1 45 5 4.0 +2.5
IQSI IQ Candriam ESG International Equity ETF 0.1 15 35 6.9 +5.4
MDY SPDR S&P Midcap 400 ETF Trust 0.1 23 27 7.3 +5.8
AVDV Avantis International Small Cap Value ETF 0.1 36 14 7.1 +5.6
JHMM John Hancock Multifactor Mid Cap ETF 0.1 41 9 6.7 +5.1
SCHB Schwab U.S. Broad Market ETF 0.1 3 47 5.8 +4.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 47 5.6 +4.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.1 10 40 5.6 +4.0
IJH iShares Core S&P Mid-Cap ETF 0.1 5 45 7.5 +6.0
SPMD SPDR Portfolio Mid Cap ETF 0.1 5 45 7.5 +6.0
IWV iShares Russell 3000 ETF 0.1 20 30 5.5 +4.0
IVOO Vanguard S&P Mid-Cap 400 ETF 0.1 10 40 7.4 +5.9
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 4 46 6.8 +5.3
VT Vanguard Total World Stock ETF 0.1 8 42 6.3 +4.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 41 6.1 +4.6
VTI Vanguard Total Stock Market Index Fund 0.1 3 47 5.5 +3.9
VTHR Vanguard Russell 3000 Index Fund 0.1 10 40 5.6 +4.1
IJJ iShares S&P Mid-Cap 400 Value ETF 0.1 18 32 8.2 +6.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.1 15 35 8.2 +6.7
IDLB Invesco FTSE International Low Beta Equal Weight ETF 0.1 45 5 7.1 +5.6
QLC FlexShares US Quality Large Cap Index Fund 0.1 32 18 6.6 +5.1
CN Xtrackers MSCI All China Equity ETF 0.1 50 0 10.2 +8.6
MDYV SPDR S&P 400 Mid Cap Value ETF 0.1 15 35 8.2 +6.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 7.7 +6.1
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 6.7 +5.2
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -39 6.4 +4.9
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 -8 9.0 +7.5
VO Vanguard Mid-Cap Index Fund 0.1 4 46 5.6 +4.1
SCHK Schwab 1000 Index ETF 0.1 5 45 5.9 +4.4
PDEV Principal International Multi-Factor Core Index ETF 0.1 25 25 0.0 -1.5
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 47 5.9 +4.3
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.1 32 18 6.3 +4.7
SCHX Schwab U.S. Large-Cap ETF 0.1 3 47 5.9 +4.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 30 5.9 +4.3
EFV iShares MSCI EAFE Value ETF 0.1 39 11 8.6 +7.1
RECS Columbia Research Enhanced Core ETF 0.1 15 35 7.0 +5.4
SQEW LeaderShares Equity Skew ETF 0.1 75 -25 6.3 +4.8
IWB iShares Russell 1000 ETF 0.1 15 35 5.9 +4.3
IYY iShares Dow Jones U.S. ETF 0.1 20 30 5.7 +4.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 31 19 8.4 +6.9
VONE Vanguard Russell 1000 ETF 0.1 8 42 5.9 +4.4
XT iShares Exponential Technologies ETF 0.1 46 4 4.3 +2.7
DFAU Dimensional US Core Equity Market ETF 0.1 12 38 6.2 +4.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 15 35 6.1 +4.5
VFVA Vanguard U.S. Value Factor ETF 0.1 14 36 11.0 +9.4
ACWF iShares MSCI Global Multifactor ETF 0.1 35 15 9.2 +7.7
VPL Vanguard FTSE Pacific ETF 0.1 8 42 7.2 +5.7
GXC SPDR S&P China ETF 0.1 59 -9 10.1 +8.5
SDGA Impact Shares Sustainable Development Goals Global ETF 0.1 75 -25 6.6 +5.1
DFIV Dimensional International Value ETF 0.1 35 15 9.5 +8.0
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 25 7.5 +5.9
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 1 4.9 +3.4
IEFA iShares Core MSCI EAFE ETF 0.1 7 43 6.8 +5.3
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.1 20 30 6.6 +5.1
IEV iShares Europe ETF 0.1 59 -9 6.6 +5.1
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.1 35 15 6.5 +5.0
MCHI iShares MSCI China ETF 0.1 59 -9 9.8 +8.3
VOTE Engine No. 1 Transform 500 ETF 0.1 5 45 5.9 +4.3
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 6.7 +5.2
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 19 31 6.6 +5.1
IWC iShares Micro-Cap ETF 0.1 60 -10 -21.9 -23.4
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 41 6.0 +4.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.1 7 43 5.9 +4.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 48 5.9 +4.4
IWL iShares Russell Top 200 ETF 0.1 15 35 5.8 +4.3
VGK Vanguard FTSE Europe ETF 0.1 8 42 6.9 +5.4
PBUS Invesco PureBeta MSCI USA ETF 0.1 4 46 5.9 +4.4
VV Vanguard Large-Cap Index Fund 0.1 4 46 5.8 +4.3
IEUR iShares Core MSCI Europe ETF 0.1 9 41 6.9 +5.3
TOK iShares MSCI Kokusai ETF 0.1 25 25 5.9 +4.3
BBEU JPMorgan BetaBuilders Europe ETF 0.1 9 41 7.1 +5.6
FLEE Franklin FTSE Europe ETF 0.1 9 41 7.1 +5.6
IDEV iShares Core MSCI International Developed Markets ETF 0.1 5 45 6.9 +5.4
EFA iShares MSCI EAFE ETF 0.1 32 18 6.7 +5.2
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 4 6.6 +5.1
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 0.1 20 30 6.5 +5.0
SCHE Schwab Emerging Markets Equity ETF 0.1 11 39 8.3 +6.8
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 1 7.8 +6.3
VEA Vanguard FTSE Developed Markets ETF 0.1 5 45 7.1 +5.6
FLEH Franklin FTSE Europe Hedged ETF 0.1 9 41 7.0 +5.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 39 11 9.3 +7.8
HFXI IQ 50 Percent Hedged FTSE International ETF 0.1 20 30 7.1 +5.5
SPEU SPDR Portfolio Europe ETF 0.1 9 41 6.8 +5.3
DFIC Dimensional International Core Equity 2 ETF 0.1 23 27 6.8 +5.2
URTH iShares MSCI World ETF 0.1 24 26 5.9 +4.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 30 6.9 +5.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 14 6.6 +5.1
SFY SoFi Select 500 ETF 0.1 0 50 5.9 +4.4
MGC Vanguard Mega Cap Index Fund 0.1 7 43 5.9 +4.4
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 0.1 7 43 7.2 +5.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 30 6.2 +4.7
IEHS iShares Evolved U.S. Healthcare Staples ETF 0.1 18 32 5.9 +4.4
DDLS WisdomTree Dynamic Currency Hedged International SmallCap Eq 0.1 38 12 9.1 +7.6
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 25 7.4 +5.9
ACWI iShares MSCI ACWI ETF 0.1 32 18 6.1 +4.6
VYMI Vanguard International High Dividend Yield ETF 0.1 27 23 10.2 +8.6
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.1 24 26 7.6 +6.1
IXUS ishares Core MSCI Total International Stock ETF 0.1 9 41 7.3 +5.8
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 20 7.2 +5.7
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 50 5.9 +4.4
IVLU iShares Edge MSCI Intl Value Factor ETF 0.1 30 20 10.4 +8.8
DWM WisdomTree International Equity Fund 0.1 48 2 7.9 +6.3
SCHF Schwab International Equity ETF 0.1 6 44 7.3 +5.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 38 5.9 +4.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 8.0 +6.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.1 63 -13 4.5 +3.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 9 6.9 +5.4
EPS WisdomTree U.S. Earnings 500 Fund 0.1 8 42 7.4 +5.8
IMTM iShares Edge MSCI Intl Momentum Factor ETF 0.1 30 20 6.9 +5.4
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 16 9.0 +7.5
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 31 7.8 +6.3
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 35 6.4 +4.8
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -9 10.6 +9.0
IEMG iShares Core MSCI Emerging Markets ETF 0.1 11 39 8.6 +7.0
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.1 23 27 7.8 +6.2
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 32 18 7.3 +5.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 36 5.9 +4.4
EFG iShares MSCI EAFE Growth ETF 0.1 40 10 4.5 +2.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 25 8.5 +7.0
JHML John Hancock Multifactor Large Cap ETF 0.0 29 21 6.2 +4.7
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.0 86 -36 2.3 +0.8
SPEM SPDR Portfolio Emerging Markets ETF 0.0 11 39 8.7 +7.2
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -16 7.4 +5.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.0 9 41 6.3 +4.8
ESGU iShares MSCI USA ESG Optimized ETF 0.0 15 35 5.8 +4.3
SUSA iShares MSCI USA ESG Select ETF 0.0 25 25 5.8 +4.3
IEUS iShares MSCI Europe Small-Cap ETF 0.0 40 10 5.2 +3.7
AVUS Avantis U.S. Equity ETF 0.0 15 35 6.8 +5.3
DSI iShares MSCI KLD 400 Social ETF 0.0 25 25 5.9 +4.4
PBEE Invesco PureBeta FTSE Emerging Markets ETF 0.0 16 34 8.1 +6.6
RDMX SPDR Bloomberg SASB Developed Markets EX US ESG Select ETF 0.0 12 38 7.4 +5.9
VFMV Vanguard U.S. Minimum Volatility ETF 0.0 13 37 5.9 +4.3
ACWV iShares MSCI Global Min Vol Factor ETF 0.0 20 30 5.7 +4.2
NUMG Nuveen ESG Mid-Cap Growth ETF 0.0 30 20 4.3 +2.7
ACVF American Conservative Values ETF 0.0 75 -25 5.2 +3.6
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 18 6.9 +5.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.0 10 40 5.7 +4.2
BKF iShares MSCI BRIC ETF 0.0 70 -20 9.1 +7.6
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.0 25 25 7.0 +5.5
QEFA SPDR MSCI EAFE Quality Mix ETF 0.0 30 20 6.6 +5.1
DFUS Dimensional U.S. Equity ETF 0.0 11 39 5.9 +4.4
USXF iShares ESG Advanced MSCI USA ETF 0.0 10 40 5.9 +4.4
FLJP Franklin FTSE Japan ETF 0.0 9 41 7.3 +5.7
DTD WisdomTree U.S.Total Dividend Fund 0.0 28 22 6.9 +5.4
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 20 6.2 +4.7
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 50 0 7.8 +6.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 10 7.8 +6.3
ISEM Invesco RAFI Strategic Emerging Markets ETF 0.0 35 15 12.3 +10.7
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -20 7.4 +5.9
FLJH Franklin FTSE Japan Hedged ETF 0.0 9 41 7.3 +5.8
AVDE Avantis International Equity ETF 0.0 23 27 7.7 +6.2
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 46 7.1 +5.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.0 30 20 7.0 +5.5
EEM iShares MSCI Emerging Markets ETF 0.0 70 -20 8.1 +6.5
IWS iShares Russell Mid-Cap Value ETF 0.0 23 27 6.7 +5.2
BKIE BNY Mellon International Equity ETF 0.0 4 46 7.1 +5.6
IQSU IQ Candriam ESG US Equity ETF 0.0 9 41 5.9 +4.3
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.0 42 8 5.9 +4.3
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.0 18 32 4.9 +3.4
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.0 15 35 8.6 +7.1
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.0 35 15 6.4 +4.9
VLU SPDR S&P 1500 Value Tilt ETF 0.0 12 38 7.8 +6.3
DGRO iShares Core Dividend Growth ETF 0.0 8 42 7.3 +5.8
VIG Vanguard Dividend Appreciation Index Fund 0.0 6 44 6.3 +4.8
FDEM Fidelity Emerging Markets Multifactor ETF 0.0 45 5 10.2 +8.7
VDNI V-Shares US Leadership Diversity ETF 0.0 29 21 6.2 +4.6
VYM Vanguard High Dividend Yield Index ETF 0.0 6 44 7.6 +6.0
PFM Invesco Dividend Achievers ETF 0.0 53 -3 6.1 +4.6
NUMV Nuveen ESG Mid-Cap Value ETF 0.0 30 20 8.1 +6.6
SPTM SPDR Portfolio Total Stock Market ETF 0.0 3 47 6.1 +4.6
NACP Impact Shares NAACP Minority Empowerment ETF 0.0 49 1 5.9 +4.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 20 6.8 +5.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 38 5.5 +4.0
DFEV Dimensional Emerging Markets Value ETF 0.0 43 7 13.3 +11.8
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 15 8.9 +7.4
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 20 9.4 +7.9
DEW WisdomTree Global High Dividend Fund 0.0 58 -8 8.2 +6.7
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 11 7.2 +5.7
VONV Vanguard Russell 1000 Value Index Fund 0.0 8 42 7.1 +5.5
IWD iShares Russell 1000 Value ETF 0.0 19 31 6.9 +5.4
FIDU Fidelity MSCI Industrials Index ETF 0.0 8 42 6.1 +4.5
VIS Vanguard Industrials Index Fund 0.0 10 40 5.7 +4.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.0 30 20 8.3 +6.7
ONEO SPDR Russell 1000 Momentum Focus ETF 0.0 20 30 8.0 +6.5
IUSV iShares Core S&P U.S. Value ETF 0.0 4 46 6.8 +5.3
IUSG iShares Core S&P US Growth ETF 0.0 4 46 5.7 +4.2
HKND Humankind US Stock ETF 0.0 11 39 6.8 +5.3

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

  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 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 4.1 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 1.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.46 CATEGORY
AVERAGE		 1.44
 
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.