Global X Education ETF
ALTAR
Score™		 0.0% info Recommen-
dation		 AVOID
2022E    2023E
P/E
ratio		 98.8x P/Sales
ratio		 5.5x
P/BV
ratio		 8.0x Div.
yield		 0.2%


  • 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 31
Wgt avg mkt cap (mns) $4,154
Large cap (>$10bn) 3.5%
Mid cap ($2-10bn) 56.8%
Small cap (<$2bn) 33.6%
Developed mkts 76.0%
Emerging mkts 24.0%

TOP TEN HOLDINGS
KOOLEARN TECHNOLOGY HOLDING LIMITE 12.7 %
NEW ORIENTAL EDUCATION & TECHNOLOG 10.1 %
PEARSON PLC 8.7 %
IDP EDUCATION LTD. 7.6 %
BANDWIDTH INC. CLASS A 6.6 %
BRIGHT HORIZONS FAMILY SOLUT 5.9 %
TAL EDUCATION GROUP UNSPONSORED AD 5.3 %
8X8, INC. 4.6 %
RINGCENTRAL, INC. CLASS A 3.7 %
CHEGG INC 3.5 %
Total 68.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 43.0 %
CHINA 31.1 %
BRITAIN 8.7 %
AUSTRALIA 7.6 %
JAPAN 4.2 %
CANADA 1.6 %
BRAZIL 1.3 %
NORWAY 1.0 %
SOUTH KOREA 1.0 %
IRELAND 0.4 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-17.9% -18.0% -- -- -26.4%

Market Correlations
versus... Beta R-squared
S&P500 -0.73 1%
MSCI EAFE 0.74 1%
MSCI Emg. Mkts. 0.55 1%

Technical Indicators
Recent close $24.40
30d moving avg. $22.91
Annualized volatility 132.3%
Short interest (ETF) 0.1%
Relative strength (RSI) 65

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.7%
Bid/Ask (% of price) 1.51%
ADV underlying (mns) $2,351

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 481 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™: 0.0%


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 9.0 63 -13 -6.1 -6.1
IWFH iShares Virtual Work and Life Multisector ETF 7.8 47 3 -1.2 -1.2
WFH Direxion Work From Home ETF 7.4 45 5 0.0 -0.0
PBS Invesco Dynamic Media ETF 4.4 63 -13 23.4 +23.4
PGJ Invesco Golden Dragon China ETF 4.3 70 -20 2.0 +2.0
CLOU Global X Cloud Computing ETF 3.6 68 -18 1.9 +1.9
ARKW ARK Web x.0 ETF 3.6 83 -33 -4.3 -4.3
ARKK ARK Innovation ETF 3.5 75 -25 -6.8 -6.8
WCLD WisdomTree Cloud Computing Fund 3.0 45 5 -2.7 -2.8
SPRX Spear Alpha ETF 2.9 75 -25 2.1 +2.0
ARVR First Trust Indxx Metaverse ETF 2.8 70 -20 5.8 +5.8
BFTR Future Innovators ETF 2.8 80 -30 1.9 +1.9
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.6 56 -6 6.8 +6.8
SKYY First Trust Cloud Computing ETF 2.4 60 -10 3.9 +3.9
MOTE VanEck Morningstar ESG Moat ETF 2.4 49 1 6.4 +6.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.3 41 9 6.5 +6.5
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 2.3 35 15 4.0 +3.9
CHIQ Global X MSCI China Consumer ETF 2.3 65 -15 2.7 +2.6
FCLD Fidelity Cloud Computing ETF 2.2 39 11 4.7 +4.7
TCHI iShares MSCI China Multisector Tech ETF 2.2 59 -9 3.5 +3.5
PLAT WisdomTree Modern Tech Platforms Fund 2.1 20 30 -0.1 -0.1
KSCD KFA Small Cap Quality Dividend Index ETF 2.0 51 -1 6.6 +6.6
JFWD Jacob Forward ETF 1.9 75 -25 -12.5 -12.6
PSCU Invesco S&P SmallCap Utilities ETF 1.9 29 21 3.2 +3.2
KWEB KraneShares CSI China Internet ETF 1.9 69 -19 0.2 +0.2
FDN First Trust Dow Jones Internet Index Fund 1.8 51 -1 3.2 +3.2
SDGS Newday Sustainable Development Equity ETF 1.8 75 -25 6.0 +6.0
AHOY Newday Ocean Health ETF 1.8 75 -25 5.9 +5.9
IBUY Amplify Online Retail ETF 1.7 65 -15 -6.1 -6.2
BYOB SoFi Be Your Own Boss ETF 1.5 59 -9 -5.2 -5.3
XSW SPDR S&P Software & Services ETF 1.4 35 15 3.5 +3.5
XSMO Invesco S&P SmallCap Momentum ETF 1.4 39 11 7.2 +7.2
XTL SPDR S&P Telecom ETF 1.4 35 15 6.1 +6.1
PTF Invesco DWA Technology Momentum ETF 1.4 60 -10 3.7 +3.7
SDG iShares Sustainable MSCI Global Impact ETF 1.3 49 1 8.6 +8.6
BOSS Global X Founder-Run Companies ETF 1.3 45 5 2.7 +2.7
FKU First Trust United Kingdom AlphaDEX Fund 1.2 80 -30 9.1 +9.1
ROSC Hartford Multifactor Small Cap ETF 1.2 34 16 10.9 +10.9
ISEM Invesco RAFI Strategic Emerging Markets ETF 1.2 35 15 11.6 +11.5
MVPS Amplify Thematic All-Stars ETF 1.2 49 1 2.4 +2.4
XITK SPDR FactSet Innovative Technology ETF 1.1 45 5 -3.0 -3.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 1.1 35 15 9.0 +9.0
DSMC Distillate Small/Mid Cash Flow ETF 1.1 55 -5 12.0 +11.9
PNQI Invesco NASDAQ Internet ETF 1.1 60 -10 3.2 +3.2
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 1.1 29 21 12.4 +12.4
IGV iShares Expanded Tech-Software ETF 1.1 40 10 4.3 +4.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.1 75 -25 4.0 +4.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.1 52 -2 7.9 +7.9
BRF VanEck Brazil Small-Cap ETF 1.1 59 -9 5.3 +5.3
IVES Wedbush ETFMG Global Cloud Technology ETF 1.0 68 -18 3.9 +3.9
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 41 9 6.4 +6.4
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 1.0 69 -19 7.4 +7.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 15 5.9 +5.9
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 1.0 50 0 2.7 +2.6
FXL First Trust Technology AlphaDEX Fund 1.0 61 -11 7.9 +7.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.0 57 -7 5.8 +5.7
DTEC ALPS Disruptive Technologies ETF 0.9 50 0 4.1 +4.1
VAMO Cambria Value & Momentum ETF 0.9 64 -14 9.7 +9.7
HAPY Harbor Corporate Culture Leaders ETF 0.9 36 14 2.8 +2.7
FYT First Trust Small Cap Value AlphaDEX Fund 0.9 71 -21 12.0 +12.0
QQQS Invesco NASDAQ Future Gen 200 ETF 0.9 20 30 -6.4 -6.4
FYC First Trust Small Cap Growth AlphaDEX Fund 0.9 70 -20 1.9 +1.9
AIEQ AI Powered Equity ETF 0.9 75 -25 -1.8 -1.8
FSST Fidelity Sustainability U.S. Equity ETF 0.9 59 -9 6.1 +6.1
IWO iShares Russell 2000 Growth ETF 0.9 23 27 1.9 +1.9
VTWG Vanguard Russell 2000 Growth Index Fund 0.9 15 35 2.0 +2.0
AOTG AOT Growth and Innovation ETF 0.9 75 -25 3.3 +3.2
VBK Vanguard Small-Cap Growth Index Fund 0.8 7 43 1.4 +1.3
NUSC Nuveen ESG Small-Cap ETF 0.8 30 20 5.7 +5.6
MRND IQ U.S. Mid Cap R&D Leaders ETF 0.8 16 34 2.2 +2.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.8 61 -11 8.4 +8.4
MILN Global X Millennial Consumer ETF 0.8 50 0 2.9 +2.9
RNSC Small Cap US Equity Select ETF 0.8 60 -10 8.5 +8.5
OGIG O'Shares Global Internet Giants ETF 0.8 48 2 0.4 +0.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.7 6 44 1.3 +1.2
EWZS iShares MSCI Brazil Small-Cap ETF 0.7 57 -7 10.6 +10.6
VIRS Pacer BioThreat Strategy ETF 0.7 70 -20 7.2 +7.2
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.7 38 12 9.3 +9.2
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.7 35 15 8.5 +8.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 20 11.0 +11.0
DAT ProShares Big Data Refiners ETF 0.7 58 -8 0.6 +0.6
CALF Pacer US Small Cap Cash Cows 100 ETF 0.7 59 -9 12.9 +12.9
SSLY Syntax Stratified SmallCap ETF 0.7 35 15 7.3 +7.2
PSC Principal U.S. Small Cap Index ETF 0.7 38 12 8.5 +8.5
CLRG IQ Chaikin U.S. Large Cap ETF 0.7 25 25 6.4 +6.4
KLDW Gavekal Knowledge Leaders Developed World ETF 0.6 75 -25 4.9 +4.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.6 39 11 11.5 +11.5
EES WisdomTree SmallCap Earnings Fund 0.6 38 12 10.2 +10.2
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.6 35 15 8.0 +8.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.6 39 11 4.8 +4.7
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.6 25 25 9.6 +9.5
IUSS Invesco Strategic US Small Company ETF 0.6 23 27 6.5 +6.4
SDY SPDR S&P Dividend ETF 0.6 35 15 6.9 +6.9
FEP First Trust Europe AlphaDEX Fund 0.6 80 -30 8.0 +8.0
ETHO Etho Climate Leadership U.S. ETF 0.6 47 3 4.6 +4.5
UIVM VictoryShares USAA MSCI International Value Momentum ETF 0.6 35 15 8.9 +8.9
BTEK BlackRock Future Tech ETF 0.6 88 -38 0.7 +0.7
CVAR Cultivar ETF 0.6 87 -37 8.1 +8.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.6 35 15 9.4 +9.3
VXF Vanguard Extended Market Index Fund 0.6 6 44 3.7 +3.6
CSML IQ Chaikin U.S. Small Cap ETF 0.6 35 15 5.7 +5.7
SCHA Schwab U.S. Small-Cap ETF 0.6 4 46 5.1 +5.1
RYJ Invesco Raymond James SB-1 Equity ETF 0.6 81 -31 3.6 +3.5
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.6 17 33 5.3 +5.3
IWM iShares Russell 2000 ETF 0.5 19 31 3.9 +3.9
VTWO Vanguard Russell 2000 Index Fund 0.5 10 40 4.0 +4.0
ITAN Sparkline Intangible Value ETF 0.5 50 0 7.6 +7.6
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 0.5 49 1 6.7 +6.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.5 15 35 6.8 +6.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 30 7.2 +7.2
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.5 25 25 6.4 +6.4
VOX Vanguard Telecommunication Services Index Fund 0.5 10 40 6.9 +6.8
IPO Renaissance IPO ETF 0.5 60 -10 -24.2 -24.2
FCOM Fidelity MSCI Telecommunication Services Index ETF 0.5 8 42 6.9 +6.8
FPXI First Trust International Equity Opportunities ETF 0.5 70 -20 0.9 +0.9
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.5 30 20 9.0 +9.0
VOT Vanguard Mid-Cap Growth Index Fund 0.5 7 43 4.6 +4.6
AVSC Avantis U.S Small Cap Equity ETF 0.5 25 25 5.1 +5.1
GXC SPDR S&P China ETF 0.5 59 -9 8.7 +8.6
FDWM Fidelity Women's Leadership ETF 0.5 59 -9 6.1 +6.1
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.5 40 10 7.3 +7.3
COWZ Pacer US Cash Cows 100 ETF 0.5 49 1 11.4 +11.4
XT iShares Exponential Technologies ETF 0.5 46 4 4.1 +4.1
FSMD Fidelity Small-Mid Factor ETF 0.5 29 21 8.3 +8.3
ISCB iShares Morningstar Small-Cap ETF 0.5 4 46 4.7 +4.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.5 9 41 4.4 +4.4
BKSE BNY Mellon US Small Cap Core Equity ETF 0.5 4 46 5.6 +5.6
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 12 9.0 +9.0
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.5 19 31 8.2 +8.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.5 12 38 7.0 +7.0
QLV FlexShares US Quality Low Volatility Index Fund 0.5 22 28 6.2 +6.1
ARKQ Ark Autonomous Tech. & Robotics ETF 0.5 75 -25 1.6 +1.6
ADRE Invesco BLDRS Emerging Markets 50 ADR Index Fund 0.5 29 21 5.7 +5.7
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.4 6 44 5.4 +5.4
VB Vanguard Small-Cap ETF 0.4 5 45 5.6 +5.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.4 7 43 5.7 +5.7
CGGO Capital Group Global Growth Equity ETF 0.4 47 3 4.3 +4.3
UEVM VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 0.4 45 5 13.1 +13.1
DFSV Dimensional US Small Cap Value ETF 0.4 31 19 8.3 +8.3
FPX First Trust US IPO Index Fund 0.4 57 -7 1.8 +1.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -45 2.5 +2.5
SQLV Legg Mason Small-Cap Quality Value 0.4 61 -11 11.1 +11.1
ECNS iShares MSCI China Small-Cap ETF 0.4 57 -7 8.9 +8.9
PSCT Invesco S&P SmallCap Information Technology ETF 0.4 29 21 6.5 +6.4
JIG JPMorgan International Growth ETF 0.4 55 -5 4.5 +4.5
IMCG iShares Morningstar Mid-Cap Growth ETF 0.4 6 44 4.7 +4.7
VFMF Vanguard U.S. Multifactor ETF 0.4 18 32 9.4 +9.4
ISMD Inspire Small/Mid Cap Impact ETF 0.4 48 2 6.3 +6.2
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.4 82 -32 6.3 +6.3
DWMF WisdomTree International Multifactor Fund 0.4 38 12 9.2 +9.2
IWP iShares Russell Mid-Cap Growth ETF 0.4 23 27 4.7 +4.7
SVAL iShares US Small Cap Value Factor ETF 0.4 20 30 10.8 +10.8
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.4 20 30 5.7 +5.7
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -25 8.5 +8.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.4 39 11 8.8 +8.8
JPIN JPMorgan Diversified Return International Equity ETF 0.4 37 13 8.7 +8.6
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 0.4 48 2 7.6 +7.6
DFAT Dimensional U.S. Targeted Value ETF 0.4 29 21 8.5 +8.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.4 12 38 7.3 +7.3
RESE WisdomTree Emerging Markets ESG Fund 0.4 32 18 7.7 +7.7
EWA iShares MSCI Australia ETF 0.4 50 0 5.2 +5.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.3 15 35 7.7 +7.6
SLYV SPDR S&P 600 Small Cap Value ETF 0.3 15 35 7.8 +7.7
IJS iShares S&P Small-cap 600 Value ETF 0.3 18 32 7.7 +7.7
IJR iShares Core S&P Small Cap ETF 0.3 6 44 7.7 +7.7
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 10 40 7.7 +7.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.3 5 45 7.7 +7.7
SLY SPDR S&P 600 Small Cap ETF 0.3 15 35 7.7 +7.6
DFAS Dimensional U.S. Small Cap ETF 0.3 28 22 6.5 +6.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.3 15 35 7.8 +7.8
IJT iShares S&P Small-Cap 600 Growth ETF 0.3 18 32 7.8 +7.8
EWU iShares MSCI United Kingdom ETF 0.3 50 0 7.8 +7.8
SFYF SoFi 50 ETF 0.3 29 21 -3.7 -3.7
FLGB Franklin FTSE United Kingdom ETF 0.3 9 41 8.2 +8.2
SLYG SPDR S&P 600 Small Cap Growth ETF 0.3 15 35 7.8 +7.8
FDT First Trust Developed Markets ex-US Alphadex Fund 0.3 80 -30 9.2 +9.1
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.3 32 18 5.3 +5.2
VFMV Vanguard U.S. Minimum Volatility ETF 0.3 13 37 6.8 +6.8
GMF SPDR S&P Emerging Asia Pacific ETF 0.3 49 1 6.9 +6.9
MCHI iShares MSCI China ETF 0.3 57 -7 9.0 +9.0
KOMP SPDR Kensho New Economies Composite ETF 0.3 20 30 0.7 +0.7
DWAS Invesco DWA SmallCap Momentum ETF 0.3 60 -10 -0.0 -0.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.3 15 35 7.8 +7.8
SMDY Syntax Stratified MidCap ETF 0.3 35 15 7.1 +7.1
DFJ WisdomTree Japan SmallCap Dividend Fund 0.3 58 -8 7.8 +7.8
ESIX SPDR S&P SmallCap 600 ESG ETF 0.3 12 38 8.2 +8.2
IYW iShares U.S. Technology ETF 0.3 39 11 6.3 +6.3
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 50 0 11.4 +11.3
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.3 15 35 8.1 +8.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 15 8.7 +8.7
FLAU Franklin FTSE Australia ETF 0.3 9 41 5.8 +5.8
VCR Vanguard Consumer Discretionary Index Fund 0.3 10 40 5.6 +5.5
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.3 58 -8 8.2 +8.2
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.3 8 42 5.6 +5.5
INNO Harbor Disruptive Innovation ETF 0.3 75 -25 -3.6 -3.6
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.3 40 10 7.2 +7.2
VFQY Vanguard U.S. Quality Factor ETF 0.3 13 37 8.3 +8.3
ECOZ TrueMark ESG Active Opportunities ETF 0.3 58 -8 5.3 +5.3
IWR iShares Russell Midcap ETF 0.3 18 32 6.1 +6.0
NVQ QRAFT AI-Enhanced US Next Value ETF 0.3 75 -25 10.7 +10.7
SAGP Strategas Global Policy Opportunities ETF 0.3 65 -15 7.4 +7.4
SCJ iShares MSCI Japan Small-Cap ETF 0.3 50 0 6.3 +6.3
NORW Global X MSCI Norway ETF 0.3 50 0 4.6 +4.6
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 44 7.9 +7.9
ENOR iShares MSCI Norway ETF 0.2 53 -3 4.6 +4.6
HLGE Hartford Longevity Economy ETF 0.2 44 6 8.2 +8.2
SFYX Sofi Next 500 ETF 0.2 0 50 6.0 +6.0
VO Vanguard Mid-Cap Index Fund 0.2 4 46 6.3 +6.3
KALL KraneShares MSCI All China Index ETF 0.2 48 2 10.2 +10.2
TRFM AAM Transformers ETF 0.2 49 1 2.5 +2.4
TMFX Motley Fool Next Index ETF 0.2 50 0 3.7 +3.7
IDLB Invesco FTSE International Low Beta Equal Weight ETF 0.2 45 5 7.0 +7.0
ISZE iShares Edge MSCI Intl Size Factor ETF 0.2 30 20 6.4 +6.4
EPP iShares MSCI Pacific ex-Japan ETF 0.2 47 3 5.2 +5.2
FDEM Fidelity Emerging Markets Multifactor ETF 0.2 45 5 13.0 +13.0
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF 0.2 19 31 5.6 +5.6
CGGR Capital Group Growth ETF 0.2 39 11 4.6 +4.6
EZM WisdomTree U.S. MidCap Earnings Fund 0.2 38 12 10.0 +10.0
VGT Vanguard Information Technology Index Fund 0.2 10 40 6.1 +6.1
FTEC Fidelity MSCI Information Technology Index ETF 0.2 8 42 6.1 +6.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 7 43 6.2 +6.1
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 25 9.6 +9.5
BFOR Barron's 400 ETF 0.2 65 -15 8.9 +8.8
VTWV Vanguard Russell 2000 Value Index Fund 0.2 15 35 5.9 +5.9
IWN iShares Russell 2000 Value ETF 0.2 23 27 5.8 +5.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 41 6.5 +6.5
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -15 7.1 +7.0
SPEM SPDR Portfolio Emerging Markets ETF 0.2 11 39 7.7 +7.7
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 46 6.4 +6.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.2 4 46 6.4 +6.4
AVEM Avantis Emerging Markets Equity ETF 0.2 33 17 9.3 +9.3
IMTM iShares Edge MSCI Intl Momentum Factor ETF 0.2 30 20 7.5 +7.5
IWS iShares Russell Mid-Cap Value ETF 0.2 23 27 7.0 +7.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.2 20 30 6.4 +6.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 69 -19 10.7 +10.7
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.2 36 14 8.9 +8.9
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.2 35 15 7.8 +7.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.2 63 -13 3.6 +3.6
IGM iShares Expanded Tech Sector ETF 0.2 40 10 5.8 +5.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 15 35 8.0 +8.0
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 32 7.8 +7.8
MDYV SPDR S&P 400 Mid Cap Value ETF 0.2 15 35 7.9 +7.8
GRZZ Grizzle Growth ETF 0.2 75 -25 7.8 +7.8
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 30 6.7 +6.6
CN Xtrackers MSCI All China Equity ETF 0.2 50 0 9.4 +9.4
IWC iShares Micro-Cap ETF 0.2 60 -10 -5.5 -5.6
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -39 6.2 +6.2
DIM WisdomTree International MidCap Dividend Fund 0.2 58 -8 8.6 +8.6
GWX SPDR S&P International Small Cap ETF 0.2 40 10 5.3 +5.3
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 5 4.9 +4.9
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 20 10.1 +10.1
RXI iShares Global Consumer Discretionary ETF 0.2 40 10 6.0 +6.0
IQIN IQ 500 International ETF 0.2 25 25 7.5 +7.4
VFVA Vanguard U.S. Value Factor ETF 0.2 13 37 11.7 +11.7
DFIS Dimensional International Small Cap ETF 0.2 39 11 5.4 +5.4
FLCH Franklin FTSE China ETF 0.2 19 31 9.3 +9.3
ESGE iShares ESG Aware MSCI EM ETF 0.2 25 25 8.3 +8.2
VBR Vanguard Small Cap Value Index Fund 0.2 7 43 8.2 +8.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.2 14 36 6.5 +6.5
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.2 29 21 7.8 +7.8
QGRO American Century STOXX U.S. Quality Growth ETF 0.1 29 21 6.2 +6.1
QQQM Invesco NASDAQ 100 ETF 0.1 15 35 6.5 +6.5
QQQ Invesco QQQ Trust 0.1 20 30 6.1 +6.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.1 15 35 8.1 +8.0
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 38 6.3 +6.3
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.1 86 -36 1.1 +1.1
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.1 21 29 4.5 +4.5
ROUS Hartford Multifactor US Equity ETF 0.1 19 31 8.1 +8.1
SDGA Impact Shares Sustainable Development Goals Global ETF 0.1 75 -25 7.4 +7.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 11 7.5 +7.4
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.1 58 -8 5.8 +5.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 11 7.8 +7.8
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -9 10.0 +10.0
SMMD iShares Russell 2500 ETF 0.1 15 35 5.8 +5.8
SIZE iShares MSCI USA Size Factor ETF 0.1 15 35 5.9 +5.9
EUSA iShares MSCI USA Equal Weighted ETF 0.1 9 41 6.2 +6.1
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.1 24 26 8.2 +8.1
EEMA iShares MSCI Emerging Markets Asia ETF 0.1 50 0 7.2 +7.1
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 34 8.4 +8.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 69 -19 6.8 +6.8
IETC iShares Evolved U.S. Technology ETF 0.1 18 32 5.8 +5.8
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 -8 11.9 +11.9
VEGN US Vegan Climate ETF 0.1 60 -10 6.0 +6.0
TMFC Motley Fool 100 Index ETF 0.1 50 0 5.2 +5.2
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 46 6.1 +6.0
RDMX SPDR Bloomberg SASB Developed Markets EX US ESG Select ETF 0.1 12 38 7.3 +7.3
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 19 31 6.8 +6.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 4 46 6.7 +6.7
ACWF iShares MSCI Global Multifactor ETF 0.1 35 15 9.4 +9.4
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 0.1 40 10 8.7 +8.7
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 41 7.9 +7.9
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 41 6.2 +6.2
QINT American Century Quality Diversified International ETF 0.1 39 11 8.7 +8.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 41 6.3 +6.3
JHMD John Hancock Multifactor Developed International ETF 0.1 39 11 7.6 +7.5
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 20 16.2 +16.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 68 -18 6.3 +6.3
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -2 8.3 +8.3
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -16 7.3 +7.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 11 9.4 +9.4
IQSI IQ Candriam ESG International Equity ETF 0.1 15 35 6.8 +6.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.1 15 35 7.5 +7.5
RESD WisdomTree International ESG Fund 0.1 30 20 7.0 +7.0
EEM iShares MSCI Emerging Markets ETF 0.1 68 -18 7.6 +7.6
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 0.1 25 25 6.5 +6.5
DFAU Dimensional US Core Equity Market ETF 0.1 12 38 6.4 +6.4
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.1 32 18 6.2 +6.2
VWO Vanguard FTSE Emerging Markets ETF 0.1 8 42 7.9 +7.9
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 20 7.2 +7.1
IWV iShares Russell 3000 ETF 0.1 20 30 5.9 +5.9
EFV iShares MSCI EAFE Value ETF 0.1 35 15 8.7 +8.7
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 6.7 +6.7
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.1 58 -8 5.9 +5.9
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 40 10 4.8 +4.8
XJH iShares ESG Screened S&P Mid-Cap ETF 0.1 12 38 7.5 +7.5
DFIV Dimensional International Value ETF 0.1 30 20 9.5 +9.5
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 14 7.3 +7.3
VTHR Vanguard Russell 3000 Index Fund 0.1 10 40 6.0 +6.0
IYC iShares U.S. Consumer Services ETF 0.1 39 11 4.1 +4.1
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 39 11 5.6 +5.6
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.1 80 -30 10.0 +10.0
HFXI IQ 50 Percent Hedged FTSE International ETF 0.1 20 30 7.4 +7.4
MDY SPDR S&P Midcap 400 ETF Trust 0.1 22 28 7.3 +7.3
ESGD iShares MSCI EAFE ESG Optimized ETF 0.1 20 30 6.6 +6.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 47 6.0 +6.0
SCHC Schwab International Small-Cap Equity ETF 0.1 11 39 5.7 +5.7
IVOO Vanguard S&P Mid-Cap 400 ETF 0.1 10 40 7.5 +7.5
DFIC Dimensional International Core Equity 2 ETF 0.1 23 27 7.0 +7.0
IEV iShares Europe ETF 0.1 58 -8 6.4 +6.4
IJH iShares Core S&P Mid-Cap ETF 0.1 5 45 7.5 +7.4
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 6.6 +6.6
SPMD SPDR Portfolio Mid Cap ETF 0.1 5 45 7.5 +7.4
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.1 60 -10 5.5 +5.5
ILCG iShares Morningstar Growth ETF 0.1 4 46 5.1 +5.1
IXUS ishares Core MSCI Total International Stock ETF 0.1 7 43 7.1 +7.1
VTI Vanguard Total Stock Market Index Fund 0.1 3 47 6.0 +6.0
VUG Vanguard Growth Index Fund 0.1 4 46 5.4 +5.4
SCHB Schwab U.S. Broad Market ETF 0.1 3 47 6.1 +6.1
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.1 20 30 13.3 +13.2
REVS Columbia Research Enhanced Value ETF 0.1 19 31 9.1 +9.1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 5 8.7 +8.7
IDHQ Invesco S&P International Developed Quality ETF 0.1 29 21 7.1 +7.1
BBEU JPMorgan BetaBuilders Europe ETF 0.1 9 41 7.0 +7.0
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -9 3.0 +2.9
VPL Vanguard FTSE Pacific ETF 0.1 8 42 7.2 +7.2
FLEE Franklin FTSE Europe ETF 0.1 9 41 7.1 +7.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 11 6.7 +6.7
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 37 3.0 +3.0
VALQ American Century STOXX U.S. Quality Value ETF 0.1 29 21 10.3 +10.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 9 8.1 +8.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 25 7.7 +7.7
FLEH Franklin FTSE Europe Hedged ETF 0.1 9 41 8.9 +8.8
PXUS Principal International Adaptive Multi-Factor ETF 0.1 24 26 7.4 +7.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 32 18 7.2 +7.2
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.1 35 15 7.0 +6.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 30 7.0 +7.0
IEFA iShares Core MSCI EAFE ETF 0.1 7 43 6.7 +6.7
EFA iShares MSCI EAFE ETF 0.1 32 18 6.7 +6.6
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 35 15 8.0 +8.0
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 0.1 7 43 7.1 +7.1
VSGX Vanguard ESG International Stock ETF 0.1 12 38 7.0 +7.0
AVUS Avantis U.S. Equity ETF 0.1 15 35 7.0 +7.0
VT Vanguard Total World Stock ETF 0.1 7 43 6.7 +6.6
SPEU SPDR Portfolio Europe ETF 0.1 9 41 6.6 +6.6
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 4 6.9 +6.8
IEUR iShares Core MSCI Europe ETF 0.1 9 41 6.7 +6.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 39 11 9.0 +9.0
DFUS Dimensional U.S. Equity ETF 0.1 11 39 6.3 +6.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 31 19 8.5 +8.5
VONG Vanguard Russell 1000 Growth Index Fund 0.1 8 42 5.9 +5.8
IWF iShares Russell 1000 Growth ETF 0.1 18 32 5.8 +5.7
BKF iShares MSCI BRIC ETF 0.1 70 -20 8.7 +8.7
SCHF Schwab International Equity ETF 0.1 6 44 7.4 +7.4
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 46 6.8 +6.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 7.9 +7.8
QLC FlexShares US Quality Large Cap Index Fund 0.1 25 25 7.2 +7.2
EPS WisdomTree U.S. Earnings 500 Fund 0.1 8 42 7.7 +7.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 7.1 +7.1
VONE Vanguard Russell 1000 ETF 0.1 8 42 6.2 +6.2
IWB iShares Russell 1000 ETF 0.1 15 35 6.1 +6.1
IYY iShares Dow Jones U.S. ETF 0.1 20 30 6.1 +6.1
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.1 23 27 7.8 +7.8
INTF iShares Edge MSCI Multifactor Intl ETF 0.1 15 35 8.1 +8.1
JHSC John Hancock Multifactor Small Cap ETF 0.1 42 8 6.4 +6.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 39 6.2 +6.2
IQDG WisdomTree International Quality Dividend Growth Fund 0.1 42 8 5.3 +5.3
VONV Vanguard Russell 1000 Value Index Fund 0.1 8 42 7.4 +7.4
IWD iShares Russell 1000 Value ETF 0.1 18 32 7.3 +7.3
ACWI iShares MSCI ACWI ETF 0.1 32 18 6.6 +6.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.1 29 21 7.4 +7.4
RECS Columbia Research Enhanced Core ETF 0.1 15 35 7.3 +7.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 25 7.0 +7.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.1 24 26 8.6 +8.6
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 -8 8.3 +8.3
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 31 7.6 +7.6
SCHE Schwab Emerging Markets Equity ETF 0.1 11 39 7.6 +7.6
PBEE Invesco PureBeta FTSE Emerging Markets ETF 0.1 16 34 7.4 +7.4
TOK iShares MSCI Kokusai ETF 0.1 25 25 6.5 +6.4
EFG iShares MSCI EAFE Growth ETF 0.1 35 15 4.8 +4.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 38 6.3 +6.3
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.1 42 8 5.9 +5.8
IVLU iShares Edge MSCI Intl Value Factor ETF 0.1 30 20 10.4 +10.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 30 6.1 +6.1
URTH iShares MSCI World ETF 0.1 24 26 6.6 +6.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.1 10 40 5.9 +5.9
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 1 5.3 +5.3
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 41 6.6 +6.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 36 6.4 +6.4
ACVF American Conservative Values ETF 0.1 75 -25 5.5 +5.5
AVES Avantis Emerging Markets Value ETF 0.1 36 14 14.0 +14.0
VXUS Vanguard Total International Stock ETF 0.1 7 43 7.3 +7.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 30 6.8 +6.8
SFY SoFi Select 500 ETF 0.1 0 50 6.4 +6.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.0 10 40 6.6 +6.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 25 8.5 +8.5
AFMC First Trust Active Factor Mid Cap ETF 0.0 65 -15 9.0 +8.9
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 16 7.0 +7.0
DWM WisdomTree International Equity Fund 0.0 48 2 8.2 +8.2
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 0.0 20 30 7.1 +7.0
VOTE Engine No. 1 Transform 500 ETF 0.0 5 45 6.3 +6.3
PBUS Invesco PureBeta MSCI USA ETF 0.0 4 46 6.3 +6.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.0 7 43 6.3 +6.2
NUEM Nuveen ESG Emerging Markets Equity ETF 0.0 35 15 7.0 +7.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.0 2 48 6.3 +6.3
STRV Strive 500 ETF 0.0 5 45 6.3 +6.2
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 47 6.3 +6.3
VV Vanguard Large-Cap Index Fund 0.0 4 46 6.3 +6.3
SCHX Schwab U.S. Large-Cap ETF 0.0 3 47 6.3 +6.2
SCHK Schwab 1000 Index ETF 0.0 5 45 6.2 +6.2
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.0 25 25 7.6 +7.6
ONEO SPDR Russell 1000 Momentum Focus ETF 0.0 20 30 8.4 +8.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.0 20 30 8.0 +7.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.0 9 41 7.0 +7.0
DEM WisdomTree Emerging Markets High Dividend Fund 0.0 63 -13 14.0 +14.0
HDV iShares Core High Dividend ETF 0.0 8 42 8.7 +8.6
AVDE Avantis International Equity ETF 0.0 23 27 8.0 +8.0
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 7 43 7.4 +7.4
JIDA JPMorgan ActiveBuilders International Equity ETF 0.0 25 25 7.4 +7.3
DSI iShares MSCI KLD 400 Social ETF 0.0 25 25 6.4 +6.4
IEUS iShares MSCI Europe Small-Cap ETF 0.0 40 10 5.4 +5.4
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.0 86 -36 1.5 +1.4
FLJH Franklin FTSE Japan Hedged ETF 0.0 9 41 9.7 +9.7
VEA Vanguard FTSE Developed Markets ETF 0.0 5 45 7.1 +7.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 10 8.4 +8.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.0 29 21 7.7 +7.7
FLJP Franklin FTSE Japan ETF 0.0 9 41 7.5 +7.5
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.0 42 8 6.6 +6.6
GVLU Gotham 1000 Value ETF 0.0 50 0 10.1 +10.1
IUS Invesco Strategic US ETF 0.0 19 31 7.7 +7.7
QEFA SPDR MSCI EAFE Quality Mix ETF 0.0 30 20 6.8 +6.8
DFUV Dimensional US Marketwide Value ETF 0.0 23 27 8.4 +8.4
VDNI V-Shares US Leadership Diversity ETF 0.0 29 21 6.8 +6.8
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 15 8.3 +8.3
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.0 35 15 7.4 +7.4
VLU SPDR S&P 1500 Value Tilt ETF 0.0 12 38 8.2 +8.2
DGRO iShares Core Dividend Growth ETF 0.0 8 42 7.7 +7.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 38 6.5 +6.4
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 20 9.5 +9.5
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.0 20 30 7.0 +6.9
DTD WisdomTree U.S.Total Dividend Fund 0.0 28 22 7.4 +7.4
VIG Vanguard Dividend Appreciation Index Fund 0.0 6 44 6.6 +6.6
VYM Vanguard High Dividend Yield Index ETF 0.0 6 44 8.0 +8.0
PFM Invesco Dividend Achievers ETF 0.0 53 -3 6.4 +6.4
AVDV Avantis International Small Cap Value ETF 0.0 36 14 8.2 +8.2
DIVB iShares Core Dividend 0.0 5 45 8.1 +8.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.0 10 40 6.0 +6.0
IUSV iShares Core S&P U.S. Value ETF 0.0 4 46 7.0 +6.9
JHML John Hancock Multifactor Large Cap ETF 0.0 29 21 6.6 +6.6
SPTM SPDR Portfolio Total Stock Market ETF 0.0 3 47 6.5 +6.5
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 11 7.6 +7.6
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 20 7.0 +7.0
QUS SPDR MSCI USA StrategicFactors ETF 0.0 15 35 6.9 +6.9
DIHP Dimensional International High Profitability ETF 0.0 29 21 7.7 +7.7
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.0 17 33 8.0 +8.0
VGK Vanguard FTSE Europe ETF 0.0 8 42 6.8 +6.8
DFEV Dimensional Emerging Markets Value ETF 0.0 43 7 12.3 +12.2
HKND Humankind US Stock ETF 0.0 11 39 7.8 +7.8
FIDU Fidelity MSCI Industrials Index ETF 0.0 8 42 5.8 +5.8
VIS Vanguard Industrials Index Fund 0.0 10 40 5.5 +5.5
DISV Dimensional International Small Cap Value ETF 0.0 42 8 9.0 +9.0
VYMI Vanguard International High Dividend Yield ETF 0.0 22 28 10.0 +10.0

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:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 3.8 %
Divided by: Fwd. P/BV 7.3 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 0.0 %
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.