SoFi Smart Energy ETF
ALTAR
Score™		 -1.7% info Recommen-
dation		 AVOID
2022E    2023E
P/E
ratio		 31.2x P/Sales
ratio		 1.2x
P/BV
ratio		 2.6x Div.
yield		 1.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
SHFT is tracks an equal-weighted index of global companies of any market size that enable the practice of distributed energy generation.

FUND BASICS
Category Global Equities
Fund Sponsor Toroso Investments
Website
Inception date Jul 20, 2021
Assets (mns) $3
Currency USD
Expense ratio 59 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 52
Wgt avg mkt cap (mns) $37,609
Large cap (>$10bn) 31.7%
Mid cap ($2-10bn) 35.4%
Small cap (<$2bn) 32.9%
Developed mkts 92.1%
Emerging mkts 7.9%

TOP TEN HOLDINGS
BYD CO LTD-H 3.1 %
XINYI SOLAR HOLDINGS LTD 2.9 %
MEIDENSHA CORP 2.9 %
STEM INC 2.2 %
FLUENCE ENERGY INC CLASS A 2.1 %
BLOOM ENERGY CORPORATION CLASS A 2.0 %
PROTERRA INC. 2.0 %
FUELCELL ENERGY, INC. 2.0 %
SUNNOVA ENERGY INTERNATIONAL INC 2.0 %
SUNPOWER CORP 2.0 %
Total 23.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 58.4 %
GERMANY 5.6 %
CANADA 5.6 %
SWITZERLAND 5.3 %
FRANCE 5.3 %
CHINA 3.7 %
NETHERLANDS 3.6 %
BRITAIN 2.7 %
JAPAN 2.3 %
IRELAND 2.0 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-17.3% -21.2% -- -- -18.0%

Market Correlations
versus... Beta R-squared
S&P500 1.69 66%
MSCI EAFE 1.79 46%
MSCI Emg. Mkts. 1.92 22%

Technical Indicators
Recent close $14.60
30d moving avg. $16.46
Annualized volatility 40.7%
Short interest (ETF) 7.1%
Relative strength (RSI) 31

Liquidity measures
Avg. volume (thou.) 3
Turnover 1.5%
Bid/Ask (% of price) 0.80%
ADV underlying (mns) $34,422

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 834 potential alternatives to the SoFi Smart Energy ETF ETF based on the alternatives' overlap in portfolio holdings with ENRG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: ENRG Expense: 59 bp ALTAR Score™: -1.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH ENRG
Ticker Fund
Name		 Overlap1
vs ENRG
(%)		 Expense
ratio
(bp)		 Savings
vs ENRG
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs ENRG
(%)
PBW Invesco WilderHill Clean Energy ETF 32.4 61 -2 -8.1 -6.4
BNE Blue Horizon BNE ETF 26.4 87 -28 2.3 +3.9
PBD Invesco Global Clean Energy ETF 23.3 75 -16 -2.2 -0.5
CTEC Global X CleanTech ETF 23.3 50 9 1.4 +3.0
CNRG SPDR S&P Kensho Clean Power ETF 22.7 45 14 0.8 +2.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 21.3 63 -4 4.8 +6.4
SOLR SmartETFs Sustainable Energy II Fund 21.1 79 -20 4.4 +6.1
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 21.0 58 1 -1.2 +0.5
ACES ALPS Clean Energy ETF 20.8 55 4 -1.2 +0.5
FRNW Fidelity Clean Energy ETF 19.8 39 20 2.0 +3.6
TAN Invesco Solar ETF 17.9 69 -10 1.6 +3.2
SIMS SPDR S&P Kensho Intelligent Structures ETF 17.3 45 14 2.3 +4.0
ICLN iShares Global Clean Energy ETF 17.2 42 17 1.7 +3.4
VCLN Virtus Duff & Phelps Clean Energy ETF 17.1 59 0 0.0 +1.7
CLNR IQ Cleaner Transport ETF 17.0 45 14 8.6 +10.3
FDRV Fidelity Electric Vehicles and Future Transportation ETF 16.9 39 20 -1.2 +0.4
SMOG VanEck Low Carbon Energy ETF 16.5 55 4 2.1 +3.7
DTOX Amplify Cleaner Living ETF 16.3 59 0 -0.9 +0.7
TEMP JPMorgan Climate Change Solutions ETF 15.7 49 10 5.4 +7.0
MVPS Amplify Thematic All-Stars ETF 14.6 49 10 2.6 +4.3
NZRO Strategy Shares Halt Climate Change ETF 14.1 95 -36 2.0 +3.7
OCEN IQ Clean Oceans ETF 13.1 45 14 8.2 +9.9
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 13.1 45 14 3.5 +5.1
RAYS Global X Solar ETF 12.7 50 9 2.3 +4.0
HAIL SPDR S&P Kensho Smart Mobility ETF 12.5 45 14 -1.2 +0.5
GSFP Goldman Sachs Future Planet Equity ETF 12.3 75 -16 4.6 +6.2
BATT Amplify Lithium & Battery Technology ETF 12.0 59 0 2.6 +4.3
ERTH Invesco MSCI Sustainable Future ETF 11.6 55 4 4.1 +5.7
SNSR Global X Internet of Things Thematic ETF 11.0 68 -9 5.9 +7.5
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 10.8 70 -11 2.8 +4.5
KGHG KraneShares Global Carbon Transformation ETF 10.8 89 -30 -10.2 -8.5
CARZ First Trust NASDAQ Global Auto Index Fund 10.7 70 -11 6.9 +8.5
IDRV iShares Self-driving EV & Tech ETF 10.7 47 12 8.6 +10.3
MOTO SmartETFs Smart Transportation & Technology ETF 10.6 68 -9 8.5 +10.2
IQM Franklin Intelligent Machines ETF 10.2 50 9 4.3 +6.0
HJEN Direxion Hydrogen ETF 9.8 45 14 -2.3 -0.6
HDRO Defiance Next Gen H2 ETF 9.8 30 29 -32.5 -30.9
WWOW Direxion World Without Waste ETF 9.4 50 9 0.2 +1.9
EKAR Innovation Shares NextGen Vehicles & Technology ETF 8.9 65 -6 6.9 +8.6
ZGEN Generation Z ETF 8.0 63 -4 -6.0 -4.4
DRIV Global X Autonomous & Electric Vehicles ETF 7.9 68 -9 5.6 +7.3
HYDR Global X Hydrogen ETF 7.8 50 9 -19.6 -17.9
BECO BlackRock Future Climate and Sustainable Economy ETF 7.7 70 -11 6.0 +7.6
SPHB Invesco S&P 500 High Beta ETF 7.3 25 34 4.8 +6.5
ALTL Pacer Lunt Large Cap Alternator ETF 7.3 60 -1 6.5 +8.2
BSEA ETFMG Breakwave Sea Decarbonization Tech ETF 7.0 75 -16 0.9 +2.6
RYT Invesco S&P 500 Equal Weight Technology ETF 7.0 40 19 7.8 +9.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 6.6 45 14 2.6 +4.3
ETHO Etho Climate Leadership U.S. ETF 6.5 47 12 5.4 +7.1
EXI iShares Global Industrials ETF 6.4 43 16 6.7 +8.4
WBAT WisdomTree Battery Value Chain and Innovation Fund 6.3 45 14 6.0 +7.6
PAVE Global X U.S. Infrastructure Development ETF 6.3 47 12 8.5 +10.1
TRFM AAM Transformers ETF 6.2 49 10 0.0 +1.7
KGRN KraneShares MSCI China Clean Technology Index ETF 6.0 79 -20 9.2 +10.9
AIQ Global X Future Analytics Tech ETF 5.8 68 -9 6.0 +7.7
LIT Global X Lithium & Battery Tech ETF 5.8 75 -16 3.6 +5.2
XSD SPDR S&P Semiconductor ETF 5.5 35 24 7.0 +8.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.5 10 49 6.4 +8.1
GK AdvisorShares Gerber Kawasaki ETF 5.4 81 -22 5.4 +7.0
QQQN VictoryShares Nasdaq Next 50 ETF 5.4 18 41 7.2 +8.9
DIVS SmartETFs Dividend Builder ETF 5.4 65 -6 6.8 +8.4
KOMP SPDR Kensho New Economies Composite ETF 5.4 20 39 1.0 +2.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.3 20 39 5.9 +7.6
IDAT iShares Cloud 5G and Tech ETF 5.3 47 12 7.6 +9.3
KEJI Global X China Innovation ETF 5.2 75 -16 4.3 +6.0
NUMG Nuveen ESG Mid-Cap Growth ETF 5.1 30 29 3.6 +5.3
JZRO Janus Henderson Net Zero Transition Resources ETF 5.1 60 -1 8.3 +9.9
OEUR ALPS O'shares Europe Quality Dividend ETF 5.1 48 11 7.1 +8.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 5.1 15 44 4.8 +6.5
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 5.1 17 42 7.2 +8.8
DTEC ALPS Disruptive Technologies ETF 5.0 50 9 4.5 +6.2
QTUM Defiance Quantum ETF 4.9 40 19 6.4 +8.0
FEZ SPDR EURO STOXX 50 ETF 4.9 29 30 9.2 +10.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 4.8 12 47 6.9 +8.5
NETZ Engine No 1 Transform Climate ETF 4.8 75 -16 6.9 +8.6
EZU iShares MSCI Eurozone ETF 4.7 50 9 8.6 +10.3
EURZ Xtrackers Eurozone Equity ETF 4.7 9 50 0.0 +1.7
JHMT John Hancock Multifactor Technology ETF 4.5 40 19 7.7 +9.4
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 4.4 47 12 8.1 +9.8
HEDJ WisdomTree Europe Hedged Equity Fund 4.3 58 1 8.3 +10.0
FFND Future Fund Active ETF 4.3 101 -42 2.6 +4.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 4.3 65 -6 3.0 +4.7
KESG KraneShares MSCI China ESG Leaders Index ETF 4.2 59 0 11.9 +13.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.1 10 49 6.5 +8.2
ROBO Robo Global Robotics & Automation Index ETF 4.1 95 -36 4.2 +5.8
XT iShares Exponential Technologies ETF 4.0 46 13 4.9 +6.6
THNQ ROBO Global Artificial Intelligence ETF 4.0 68 -9 3.6 +5.2
NTZG Nuveen Global Net Zero Transition ETF 4.0 55 4 6.2 +7.9
NXTG First Trust Indxx NextG ETF 3.9 70 -11 8.2 +9.9
UMMA Wahed Dow Jones Islamic World ETF 3.9 65 -6 6.5 +8.2
BUZZ VanEck Social Sentiment ETF 3.8 75 -16 -0.6 +1.1
XPND First Trust Expanded Technology ETF 3.7 65 -6 7.3 +8.9
UBCB UBC Algorithmic Fundamentals ETF 3.6 75 -16 5.3 +7.0
DAX Global X DAX Germany ETF 3.6 20 39 10.7 +12.3
FLGR Franklin FTSE Germany ETF 3.6 9 50 10.6 +12.2
EWG iShares MSCI Germany ETF 3.6 50 9 10.0 +11.6
DBGR Xtrackers MSCI Germany Hedged Equity ETF 3.6 45 14 9.5 +11.2
PTF Invesco DWA Technology Momentum ETF 3.6 60 -1 6.2 +7.8
AIRR First Trust RBA American Industrial Renaissance ETF 3.6 70 -11 7.1 +8.8
EUDG WisdomTree Europe Quality Dividend Growth Fund 3.6 58 1 8.3 +10.0
XITK SPDR FactSet Innovative Technology ETF 3.6 45 14 -3.9 -2.3
SOXQ Invesco PHLX Semiconductor ETF 3.6 19 40 10.3 +11.9
SOXX iShares PHLX Semiconductor ETF 3.6 43 16 10.3 +11.9
FTXL First Trust Nasdaq Semiconductor ETF 3.6 60 -1 10.2 +11.8
SMH VanEck Semiconductor ETF 3.6 35 24 9.7 +11.3
FIVG Defiance Next Gen Connectivity ETF 3.6 30 29 7.6 +9.3
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 3.6 56 3 7.0 +8.7
YUMY VanEck Future of Food ETF 3.6 69 -10 4.2 +5.9
FIDU Fidelity MSCI Industrials Index ETF 3.6 8 51 6.9 +8.6
LOUP Innovator Loup Frontier Tech ETF 3.5 70 -11 8.5 +10.2
VIS Vanguard Industrials Index Fund 3.5 10 49 6.6 +8.2
RPG Invesco S&P 500 Pure Growth ETF 3.5 35 24 8.3 +10.0
ECOZ TrueMark ESG Active Opportunities ETF 3.5 58 1 5.7 +7.3
MEME Roundhill MEME ETF 3.5 69 -10 -4.2 -2.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.5 75 -16 4.5 +6.1
RNRG Global X Renewable Energy Producers ETF 3.4 65 -6 2.9 +4.5
ALFA AlphaClone Alternative Alpha ETF 3.4 65 -6 4.6 +6.3
PSCT Invesco S&P SmallCap Information Technology ETF 3.4 29 30 7.5 +9.2
ARKQ Ark Autonomous Tech. & Robotics ETF 3.4 75 -16 -3.1 -1.4
PHO Invesco Water Resources ETF 3.4 60 -1 4.6 +6.3
FIW First Trust Water ETF 3.4 53 6 4.6 +6.2
FEMA Procure Disaster Recovery Strategy ETF 3.4 75 -16 6.4 +8.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.3 65 -6 8.8 +10.5
PEXL Pacer US Export Leaders ETF 3.3 60 -1 7.5 +9.2
FBCG Fidelity Blue Chip Growth ETF 3.3 59 0 3.1 +4.8
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 3.3 69 -10 7.6 +9.3
FPAG FPA Global Equity ETF 3.3 49 10 7.9 +9.5
IEV iShares Europe ETF 3.2 59 0 8.4 +10.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 3.2 50 9 9.8 +11.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.2 35 24 6.6 +8.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.2 57 2 6.4 +8.1
FPXE First Trust IPOX Europe Equity Opportunities ETF 3.1 70 -11 7.5 +9.2
NULG Nuveen ESG Large-Cap Growth ETF 3.1 25 34 5.4 +7.1
SLT Pacer Salt High truBeta US Market ETF 3.1 60 -1 0.0 +1.7
ACIO Aptus Collared Income Opportunity ETF 3.1 79 -20 5.9 +7.5
FXI iShares China Large-Cap ETF 3.1 74 -15 12.6 +14.2
CHIQ Global X MSCI China Consumer ETF 3.1 65 -6 3.1 +4.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.0 49 10 6.3 +8.0
HAPY Harbor Corporate Culture Leaders ETF 3.0 50 9 3.3 +4.9
BBEU JPMorgan BetaBuilders Europe ETF 3.0 9 50 9.0 +10.6
IYE iShares U.S. Energy ETF 3.0 41 18 6.1 +7.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.0 61 -2 9.9 +11.6
PWB Invesco Dynamic Large Cap Growth ETF 3.0 56 3 5.2 +6.9
RNDV US Equity Dividend Select ETF 3.0 50 9 10.4 +12.0
AOTG AOT Growth and Innovation ETF 2.9 75 -16 3.3 +5.0
CHIK Global X MSCI China Information Technology ETF 2.9 65 -6 7.9 +9.6
DBEU Xtrackers MSCI Europe Hedged Equity ETF 2.9 46 13 8.0 +9.6
PRNT The 3D Printing ETF 2.9 66 -7 -8.9 -7.2
PRN Invesco DWA Industrials Momentum ETF 2.9 60 -1 6.4 +8.0
QYLD Global X NASDAQ 100 Covered Call ETF 2.9 60 -1 6.1 +7.8
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 2.9 21 38 4.7 +6.4
QRMI Global X NASDAQ 100 Risk Managed Income ETF 2.9 60 -1 5.6 +7.2
QCLR Global X NASDAQ 100 Collar 95-110 ETF 2.9 60 -1 5.5 +7.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.9 65 -6 11.9 +13.6
DSI iShares MSCI KLD 400 Social ETF 2.9 25 34 7.1 +8.8
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 2.9 50 9 3.8 +5.5
RGI Invesco S&P 500 Equal Weight Industrials ETF 2.9 40 19 5.4 +7.0
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 2.9 60 -1 6.1 +7.8
PSCI Invesco S&P SmallCap Industrials ETF 2.8 29 30 9.4 +11.0
FLEH Franklin FTSE Europe Hedged ETF 2.8 9 50 8.4 +10.1
RDMX SPDR Bloomberg SASB Developed Markets EX US ESG Select ETF 2.8 12 47 9.2 +10.8
NUDV Nuveen ESG Dividend ETF 2.8 25 34 8.7 +10.4
QTR Global X NASDAQ 100 Tail Risk ETF 2.8 60 -1 6.0 +7.7
QGRO American Century STOXX U.S. Quality Growth ETF 2.8 29 30 7.1 +8.7
QQQM Invesco NASDAQ 100 ETF 2.8 15 44 6.8 +8.5
FLEE Franklin FTSE Europe ETF 2.8 9 50 9.0 +10.6
QQQ Invesco QQQ Trust 2.8 20 39 6.5 +8.2
NUSI Nationwide Risk-Managed Income ETF 2.8 68 -9 5.2 +6.9
IEUR iShares Core MSCI Europe ETF 2.8 9 50 8.6 +10.3
IFRA iShares U.S. Infrastructure ETF 2.8 30 29 7.3 +9.0
ECON Columbia Emerging Markets Consumer ETF 2.8 49 10 4.1 +5.7
VGK Vanguard FTSE Europe ETF 2.7 8 51 8.8 +10.4
DXGE WisdomTree Germany Hedged Equity Fund 2.7 48 11 10.9 +12.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.7 15 44 6.7 +8.4
TOK iShares MSCI Kokusai ETF 2.7 25 34 6.9 +8.6
HLAL Wahed FTSE USA Shariah ETF 2.7 50 9 6.4 +8.1
KOKU Xtrackers MSCI Kokusai Equity ETF 2.7 9 50 7.2 +8.8
SPEU SPDR Portfolio Europe ETF 2.6 9 50 8.5 +10.2
VEGN US Vegan Climate ETF 2.6 60 -1 6.8 +8.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.6 14 45 7.0 +8.6
SUSA iShares MSCI USA ESG Select ETF 2.6 25 34 6.8 +8.4
SPXV ProShares S&P 500 Ex-Health Care ETF 2.6 27 32 6.6 +8.3
SPXN ProShares S&P 500 Ex-Financials ETF 2.6 27 32 6.7 +8.4
XVV iShares ESG Screened S&P 500 ETF 2.6 8 51 7.1 +8.7
XRMI Global X S&P 500 Risk Managed Income ETF 2.6 60 -1 6.1 +7.8
TCHI iShares MSCI China Multisector Tech ETF 2.6 59 0 4.8 +6.5
FYC First Trust Small Cap Growth AlphaDEX Fund 2.6 70 -11 3.6 +5.2
PBP Invesco S&P 500 BuyWrite ETF 2.6 49 10 6.4 +8.1
UVDV UVA Dividend Value ETF 2.6 80 -21 7.9 +9.6
CATH Global X S&P 500 Catholic Values Custom ETF 2.6 29 30 6.7 +8.4
XYLD Global X S&P 500 Covered Call ETF 2.5 60 -1 6.5 +8.2
XOUT GraniteShares XOUT U.S. Large Cap ETF 2.5 60 -1 6.3 +8.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 2.5 20 39 8.5 +10.2
XCLR Global X S&P 500 Collar 95-110 ETF 2.5 60 -1 6.0 +7.7
URTH iShares MSCI World ETF 2.5 24 35 7.0 +8.7
SPXE ProShares S&P 500 Ex-Energy ETF 2.5 27 32 6.9 +8.5
XLI Industrial Select Sector SPDR Fund 2.5 10 49 6.9 +8.6
SUSL iShares ESG MSCI USA Leaders ETF 2.5 10 49 7.0 +8.7
XVOL Acruence Active Hedge U.S. Equity ETF 2.5 83 -24 6.3 +8.0
XTR Global X S&P 500 Tail Risk ETF 2.5 60 -1 6.5 +8.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.5 10 49 7.0 +8.7
SCHB Schwab U.S. Broad Market ETF 2.5 3 56 6.8 +8.4
VOO VANGUARD S&P 500 ETF 2.5 3 56 7.1 +8.8
VOTE Engine No. 1 Transform 500 ETF 2.5 5 54 6.9 +8.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.5 3 56 6.7 +8.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.5 20 39 6.9 +8.6
ILCG iShares Morningstar Growth ETF 2.5 4 55 5.4 +7.0
XYLG Global X S&P 500 Covered Call & Growth ETF 2.5 60 -1 6.5 +8.1
IQSI IQ Candriam ESG International Equity ETF 2.5 15 44 8.3 +9.9
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 2.5 35 24 8.0 +9.7
IVV iShares Core S&P 500 ETF 2.5 3 56 7.1 +8.7
SPTM SPDR Portfolio Total Stock Market ETF 2.5 3 56 7.2 +8.9
SPY SPDR S&P 500 ETF Trust 2.5 9 50 7.0 +8.7
BIBL Inspire ETF 2.5 35 24 6.7 +8.4
IYY iShares Dow Jones U.S. ETF 2.5 20 39 6.7 +8.4
SPLG SPDR Portfolio S&P 500 ETF 2.5 3 56 7.1 +8.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.5 2 57 6.9 +8.6
ESGU iShares MSCI USA ESG Optimized ETF 2.5 15 44 6.9 +8.5
PBUS Invesco PureBeta MSCI USA ETF 2.5 4 55 6.9 +8.6
JIRE JPMorgan International Research Enhanced Equity ETF 2.5 24 35 8.9 +10.5
SCHK Schwab 1000 Index ETF 2.5 5 54 6.9 +8.5
ILCB iShares Morningstar U.S. Equity ETF 2.5 3 56 6.9 +8.6
SCHX Schwab U.S. Large-Cap ETF 2.5 3 56 6.9 +8.5
DFUS Dimensional U.S. Equity ETF 2.4 11 48 7.0 +8.7
IMCG iShares Morningstar Mid-Cap Growth ETF 2.4 6 53 5.4 +7.0
IQSU IQ Candriam ESG US Equity ETF 2.4 9 50 6.6 +8.2
QVML Invesco S&P 500 QVM Multi-factor ETF 2.4 11 48 7.3 +9.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.4 20 39 7.5 +9.1
VTI Vanguard Total Stock Market Index Fund 2.4 3 56 6.6 +8.3
DFAU Dimensional US Core Equity Market ETF 2.4 12 47 7.2 +8.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.4 12 47 6.9 +8.6
VTHR Vanguard Russell 3000 Index Fund 2.4 10 49 6.7 +8.4
VOT Vanguard Mid-Cap Growth Index Fund 2.4 7 52 4.9 +6.6
WRND IQ Global Equity R&D Leaders ETF 2.4 18 41 8.9 +10.5
ESGD iShares MSCI EAFE ESG Optimized ETF 2.4 20 39 8.3 +10.0
IWV iShares Russell 3000 ETF 2.4 20 39 6.6 +8.2
SCHG Schwab U.S. Large-Cap Growth ETF 2.3 4 55 5.4 +7.0
ACWI iShares MSCI ACWI ETF 2.3 32 27 7.2 +8.9
VONE Vanguard Russell 1000 ETF 2.3 8 51 6.9 +8.5
ISCG iShares Morningstar Small-Cap Growth ETF 2.3 6 53 1.7 +3.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 15 44 6.8 +8.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.3 0 59 6.9 +8.5
IWB iShares Russell 1000 ETF 2.3 15 44 6.8 +8.5
JHMI John Hancock Multifactor Industrials ETF 2.3 40 19 7.9 +9.6
DMXF iShares ESG Advanced MSCI EAFE ETF 2.3 12 47 8.0 +9.7
VV Vanguard Large-Cap Index Fund 2.3 4 55 6.9 +8.5
VOOG Vanguard S&P 500 Growth ETF 2.3 10 49 6.6 +8.2
EWQ iShares MSCI France ETF 2.3 50 9 8.0 +9.7
ECLN First Trust EIP Carbon Impact ETF 2.3 95 -36 3.6 +5.3
FLFR Franklin FTSE France ETF 2.3 9 50 8.5 +10.2
EFG iShares MSCI EAFE Growth ETF 2.3 40 19 5.4 +7.0
ESG FlexShares STOXX US ESG Impact Index Fund 2.3 32 27 6.8 +8.4
IUSG iShares Core S&P US Growth ETF 2.3 4 55 6.7 +8.3
SFY SoFi Select 500 ETF 2.2 0 59 6.8 +8.5
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 2.2 108 -49 7.0 +8.6
IVW iShares S&P 500 Growth ETF 2.2 18 41 6.5 +8.2
SPYG SPDR Portfolio S&P 500 Growth ETF 2.2 4 55 6.6 +8.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.2 7 52 6.9 +8.5
XLK Technology Select Sector SPDR Fund 2.2 10 49 7.2 +8.9
CLRG IQ Chaikin U.S. Large Cap ETF 2.2 25 34 7.1 +8.8
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.2 25 34 7.5 +9.1
NULC Nuveen ESG Large-Cap ETF 2.2 20 39 6.8 +8.4
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 50 6.9 +8.5
VIGI Vanguard International Dividend Appreciation ETF 2.2 15 44 6.9 +8.6
RXI iShares Global Consumer Discretionary ETF 2.2 43 16 5.8 +7.5
MGC Vanguard Mega Cap Index Fund 2.2 7 52 6.9 +8.6
IWL iShares Russell Top 200 ETF 2.2 15 44 6.8 +8.4
SSPY Syntax Stratified LargeCap ETF 2.2 30 29 7.7 +9.4
GSID Goldman Sachs MarketBeta International Equity ETF 2.2 20 39 8.5 +10.1
MAGA Point Bridge GOP Stock Tracker ETF 2.1 72 -13 7.2 +8.9
VT Vanguard Total World Stock ETF 2.1 7 52 7.4 +9.1
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 2.1 20 39 8.0 +9.6
RNLC Large Cap US Equity Select ETF 2.1 60 -1 8.3 +9.9
IXN iShares Global Tech ETF 2.1 43 16 6.6 +8.3
ACVF American Conservative Values ETF 2.1 75 -16 6.2 +7.9
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 2.1 14 45 7.9 +9.6
RFEU First Trust Riverfront Dynamic Europe ETF 2.1 83 -24 11.1 +12.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.1 9 50 7.0 +8.7
NUDM Nuveen ESG International Developed Markets Equity ETF 2.1 30 29 8.6 +10.3
IYJ iShares U.S. Industrials ETF 2.1 42 17 7.2 +8.9
VONG Vanguard Russell 1000 Growth Index Fund 2.1 8 51 6.2 +7.8
BTHM BlackRock Future U.S. Themes ETF 2.1 60 -1 7.3 +9.0
VUG Vanguard Growth Index Fund 2.1 4 55 5.6 +7.3
CGXU Capital Group International Focus Equity ETF 2.1 54 5 5.8 +7.5
RNSC Small Cap US Equity Select ETF 2.0 60 -1 11.1 +12.7
IWF iShares Russell 1000 Growth ETF 2.0 19 40 6.1 +7.8
TPLC Timothy Plan US Large Cap Core ETF 2.0 52 7 6.9 +8.6
FTC First Trust Large Cap Growth AlphaDEX Fund 2.0 59 0 6.1 +7.8
QQMG Invesco ESG NASDAQ 100 ETF 2.0 20 39 7.1 +8.7
FSST Fidelity Sustainability U.S. Equity ETF 2.0 59 0 7.0 +8.6
FTQI First Trust Nasdaq BuyWrite Income ETF 2.0 85 -26 4.6 +6.3
JMOM JPMorgan U.S. Momentum Factor ETF 2.0 12 47 7.0 +8.7
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 2.0 25 34 9.3 +11.0
LOPX Direxion Low Priced Stock ETF 2.0 50 9 -18.7 -17.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.0 52 7 7.3 +8.9
DSTL Distillate US Fundamental Stability & Value ETF 2.0 39 20 8.7 +10.4
TPHD Timothy Plan High Dividend Stock ETF 2.0 52 7 7.4 +9.0
FTEC Fidelity MSCI Information Technology Index ETF 2.0 8 51 6.9 +8.5
VGT Vanguard Information Technology Index Fund 2.0 10 49 6.9 +8.5
JAVA JPMorgan Active Value ETF 2.0 44 15 7.7 +9.3
SPXT ProShares S&P 500 Ex-Technology ETF 2.0 27 32 7.0 +8.7
IGM iShares Expanded Tech Sector ETF 1.9 43 16 6.4 +8.1
CXSE WisdomTree China ex-State-Owned Enterprises Fund 1.9 32 27 7.4 +9.1
EMLP First Trust North American Energy Infrastructure Fund 1.9 95 -36 5.4 +7.1
CTRU ARK Transparency ETF 1.9 55 4 0.0 +1.7
DGT SPDR Global Dow ETF 1.9 50 9 9.2 +10.8
EFA iShares MSCI EAFE ETF 1.9 32 27 8.3 +9.9
TWEB SoFi Web 3 ETF 1.9 59 0 -4.7 -3.0
RYJ Invesco Raymond James SB-1 Equity ETF 1.9 75 -16 3.6 +5.3
SDG iShares Sustainable MSCI Global Impact ETF 1.9 49 10 9.3 +11.0
EQUL IQ Engender Equality ETF 1.9 45 14 8.5 +10.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.9 75 -16 7.0 +8.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 1.9 36 23 7.7 +9.4
NACP Impact Shares NAACP Minority Empowerment ETF 1.9 49 10 6.9 +8.5
CGGR Capital Group Growth ETF 1.9 39 20 5.3 +6.9
ISRA VanEck Israel ETF 1.9 59 0 10.0 +11.6
FTHI First Trust High Income ETF 1.9 85 -26 5.1 +6.8
ITEQ BlueStar Israel Technology ETF 1.9 75 -16 1.2 +2.8
ISDX Invesco RAFI Strategic Developed ex-US ETF 1.9 23 36 10.0 +11.6
PDEV Principal International Multi-Factor Core Index ETF 1.9 25 34 0.0 +1.7
USXF iShares ESG Advanced MSCI USA ETF 1.9 10 49 7.0 +8.6
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 1.9 39 20 6.9 +8.6
LRGF iShares Edge MSCI Multifactor USA ETF 1.9 8 51 8.1 +9.7
BKIE BNY Mellon International Equity ETF 1.9 4 55 8.8 +10.5
FEDX Emles Federal Contractors ETF 1.9 60 -1 9.0 +10.7
FFTY Innovator IBD 50 ETF 1.9 80 -21 7.5 +9.2
FXN First Trust Energy AlphaDEX Fund 1.9 64 -5 6.4 +8.0
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 1.9 96 -37 5.3 +7.0
DOL WisdomTree International LargeCap Dividend Fund 1.8 48 11 9.7 +11.3
JIDA JPMorgan ActiveBuilders International Equity ETF 1.8 25 34 9.2 +10.8
FIDI Fidelity International High Dividend ETF 1.8 39 20 11.4 +13.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.8 75 -16 8.5 +10.1
FCA First Trust China AlphaDEX Fund 1.8 80 -21 27.4 +29.1
BULD Pacer BlueStar Engineering the Future ETF 1.8 60 -1 -1.2 +0.5
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 1.8 15 44 6.9 +8.6
FEUZ First Trust Eurozone AlphaDEX ETF 1.8 80 -21 11.2 +12.8
FLIY Franklin FTSE Italy ETF 1.8 9 50 11.6 +13.3
EWI iShares MSCI Italy ETF 1.8 50 9 11.6 +13.2
FAN First Trust Global Wind Energy ETF 1.8 62 -3 4.4 +6.1
DURA VanEck Morningstar Durable Dividend ETF 1.8 29 30 8.6 +10.3
MCHI iShares MSCI China ETF 1.8 59 0 10.8 +12.5
DINT Davis Select International ETF 1.8 64 -5 8.1 +9.8
PSI Invesco Dynamic Semiconductors ETF 1.8 56 3 9.5 +11.2
TDV ProShares S&P Technology Dividend Aristocrats ETF 1.8 46 13 7.8 +9.5
LIV Emles (a)Home ETF 1.8 49 10 5.9 +7.5
GGRW Gabelli Growth Innovators ETF 1.8 90 -31 3.8 +5.5
ROKT SPDR S&P Kensho Final Frontiers ETF 1.8 45 14 3.5 +5.2
VSL Volshares Large Capital ETF 1.8 65 -6 0.0 +1.7
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 1.8 80 -21 8.6 +10.2
CSD Invesco S&P Spin-Off ETF 1.8 65 -6 6.8 +8.4
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 0 4.8 +6.5
BKIS BNY Mellon Sustainable International Equity ETF 1.8 70 -11 6.9 +8.6
FLSW Franklin FTSE Switzerland ETF 1.8 9 50 6.5 +8.1
EWL iShares MSCI Switzerland ETF 1.8 50 9 5.7 +7.4
BOTZ Global X Robotics & Artificial Intelligence ETF 1.8 68 -9 3.4 +5.1
FEVR Inspire Faithward Large Cap Momentum ESG ETF 1.8 80 -21 6.6 +8.2
EWD iShares MSCI Sweden ETF 1.8 54 5 10.6 +12.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 50 7.5 +9.1
RSP Invesco S&P 500 Equal Weight ETF 1.8 20 39 7.5 +9.1
HFXI IQ 50 Percent Hedged FTSE International ETF 1.8 20 39 8.4 +10.1
IWY iShares Russell Top 200 Growth ETF 1.8 20 39 6.3 +8.0
AADR AdvisorShares Dorsey Wright ADR ETF 1.8 110 -51 9.9 +11.5
IVEG iShares Emergent Food and AgTech Multisector ETF 1.8 47 12 8.2 +9.9
UAV AdvisorShares Drone Technology ETF 1.8 99 -40 6.5 +8.1
ARKX ARK Space Exploration & Innovation ETF 1.8 75 -16 3.1 +4.8
UFO Procure Space ETF 1.8 75 -16 2.9 +4.6
RFFC RiverFront Dynamic US Flex-Cap ETF 1.8 52 7 6.7 +8.4
EUSA iShares MSCI USA Equal Weighted ETF 1.8 9 50 6.8 +8.4
SIZE iShares MSCI USA Size Factor ETF 1.7 15 44 6.6 +8.3
JEPI JPMorgan Equity Premium Income ETF 1.7 35 24 6.4 +8.0
IWO iShares Russell 2000 Growth ETF 1.7 24 35 2.2 +3.9
FLCH Franklin FTSE China ETF 1.7 19 40 11.5 +13.1
IEFA iShares Core MSCI EAFE ETF 1.7 7 52 8.3 +10.0
JOET Virtus Terranova US Quality Momentum ETF 1.7 29 30 7.4 +9.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.7 35 24 10.5 +12.2
VTWG Vanguard Russell 2000 Growth Index Fund 1.7 15 44 2.4 +4.0
GSPY Gotham Enhanced 500 ETF 1.7 50 9 7.5 +9.2
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 1.7 49 10 7.5 +9.2
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 1.7 7 52 8.8 +10.5
SCHM Schwab U.S. Mid-Cap ETF 1.7 4 55 7.4 +9.1
JSML Janus Henderson Small Cap Growth Alpha ETF 1.7 30 29 11.6 +13.2
WKLY SoFi Weekly Dividend ETF 1.7 49 10 9.3 +11.0
ERSX ERShares NextGen Entrepreneurs ETF 1.7 75 -16 7.5 +9.1
IWP iShares Russell Mid-Cap Growth ETF 1.7 23 36 5.3 +7.0
VCR Vanguard Consumer Discretionary Index Fund 1.7 10 49 5.7 +7.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.7 8 51 5.6 +7.3
RAYD Rayliant Quantitative Developed Market Equity ETF 1.6 80 -21 10.3 +12.0
FLQL Franklin LibertyQ U.S. Equity ETF 1.6 15 44 8.7 +10.4
STLG iShares Factors US Growth Style ETF 1.6 25 34 8.7 +10.3
IUSA Amberwave Invest USA JSG Fund 1.6 67 -8 7.3 +9.0
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 1.6 12 47 6.9 +8.5
OEF iShares S&P 100 ETF 1.6 20 39 6.8 +8.4
XNTK SPDR NYSE Technology ETF 1.6 35 24 6.7 +8.4
XLG Invesco S&P 500 Top 50 ETF 1.6 20 39 6.3 +8.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.6 60 -1 6.1 +7.8
RUFF Alpha Dog ETF 1.6 90 -31 6.1 +7.8
MGK Vanguard Mega Cap Growth ETF 1.6 7 52 5.9 +7.6
JHMC John Hancock Multifactor Consumer Discretionary ETF 1.6 40 19 5.8 +7.4
FTXR First Trust Nasdaq Transportation ETF 1.6 60 -1 5.7 +7.4
PZLG Puzzle Mature Growth 1.6 10 49 5.7 +7.3
ADME Aptus Drawdown Managed Equity ETF 1.6 79 -20 5.6 +7.2
TMFC Motley Fool 100 Index ETF 1.6 50 9 5.5 +7.1
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.6 40 19 5.5 +7.1
XLY Consumer Discretionary Select Sector SPDR Fund 1.6 10 49 5.3 +7.0
GVIP Goldman Sachs Hedge Industry VIP ETF 1.6 45 14 5.2 +6.8
FDMO Fidelity Momentum Factor ETF 1.6 29 30 5.2 +6.8
ACSI American Customer Satisfaction Core Alpha ETF 1.6 65 -6 4.6 +6.2
LUXE Emles Luxury Goods ETF 1.6 60 -1 4.5 +6.2
IYC iShares U.S. Consumer Services ETF 1.6 43 16 4.4 +6.1
TIME Clockwise Capital Innovation ETF 1.6 95 -36 3.6 +5.3
FDG American Century Focused Dynamic Growth ETF 1.6 45 14 3.3 +4.9
BTEK BlackRock Future Tech ETF 1.6 88 -29 0.8 +2.5
VBB Valkyrie Balance Sheet Opportunities ETF 1.6 75 -16 -2.5 -0.8
SFYF SoFi 50 ETF 1.6 29 30 -2.5 -0.9
INNO Harbor Disruptive Innovation ETF 1.6 75 -16 -3.8 -2.2
EATV VegTech Plant-based Innovation & Climate ETF 1.6 75 -16 -4.8 -3.1
ARKK ARK Innovation ETF 1.6 75 -16 -7.4 -5.8
ARKW ARK Web x.0 ETF 1.6 83 -24 -13.5 -11.8
SPQQ Siren Large Cap Blend Index ETF 1.6 20 39 0.0 +1.7
ISMD Inspire Small/Mid Cap Impact ETF 1.6 48 11 7.6 +9.2
WWJD Inspire International ESG ETF 1.6 69 -10 8.0 +9.6
IGRO iShares International Dividend Growth ETF 1.6 15 44 9.5 +11.1
SQEW LeaderShares Equity Skew ETF 1.6 75 -16 7.0 +8.7
JHML John Hancock Multifactor Large Cap ETF 1.6 29 30 7.3 +9.0
BLES Inspire Global Hope Large Cap ETF 1.6 49 10 7.1 +8.7
EFV iShares MSCI EAFE Value ETF 1.6 39 20 11.1 +12.8
VBK Vanguard Small-Cap Growth Index Fund 1.6 7 52 2.2 +3.9
EQAL Invesco Russell 1000 Equal Weight ETF 1.6 20 39 7.2 +8.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.6 63 -4 5.3 +6.9
KLDW Gavekal Knowledge Leaders Developed World ETF 1.6 75 -16 6.2 +7.9
LEAD Siren DIVCON Leaders Dividend ETF 1.6 43 16 9.2 +10.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 50 5.5 +7.2
NUSC Nuveen ESG Small-Cap ETF 1.6 30 29 6.4 +8.0
IDEV iShares Core MSCI International Developed Markets ETF 1.5 4 55 8.4 +10.1
FLLV Franklin Liberty U.S. Low Volatility ETF 1.5 29 30 6.7 +8.4
SFYX Sofi Next 500 ETF 1.5 0 59 6.6 +8.2
BITQ Bitwise Crypto Industry Innovators ETF 1.5 85 -26 -5.1 -3.4
ENTR Entrepreneur 30 Fund 1.5 49 10 4.1 +5.8
QLC FlexShares US Quality Large Cap Index Fund 1.5 32 27 8.0 +9.6
PDP Invesco DWA Momentum ETF 1.5 62 -3 6.3 +7.9
SPDW SPDR Portfolio Developed World ex-US ETF 1.5 4 55 8.3 +10.0
DSTX Distillate International Fundamental Stability & Value ETF 1.5 55 4 10.2 +11.8
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 1.5 17 42 6.4 +8.0
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -16 8.7 +10.4
BKSE BNY Mellon US Small Cap Core Equity ETF 1.5 4 55 6.5 +8.2
AVUS Avantis U.S. Equity ETF 1.5 15 44 8.1 +9.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.5 9 50 7.2 +8.9
BYOB SoFi Be Your Own Boss ETF 1.5 59 0 -7.1 -5.4
CWI SPDR MSCI ACWI ex-US ETF 1.5 30 29 8.6 +10.3
JHMM John Hancock Multifactor Mid Cap ETF 1.5 41 18 7.9 +9.6
VB Vanguard Small-Cap ETF 1.5 5 54 6.6 +8.3
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.5 68 -9 5.2 +6.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.5 35 24 9.3 +10.9
EWMC Invesco S&P MidCap 400 Equal Weight ETF 1.5 40 19 8.5 +10.2
BKUS BNY Mellon Sustainable US Equity ETF 1.4 60 -1 6.1 +7.7
ISCB iShares Morningstar Small-Cap ETF 1.4 4 55 5.8 +7.5
AIEQ AI Powered Equity ETF 1.4 75 -16 3.7 +5.3
VEA Vanguard FTSE Developed Markets ETF 1.4 5 54 8.7 +10.4
RESE WisdomTree Emerging Markets ESG Fund 1.4 32 27 9.7 +11.4
IWM iShares Russell 2000 ETF 1.4 19 40 4.6 +6.2
DWM WisdomTree International Equity Fund 1.4 48 11 9.9 +11.6
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.4 40 19 9.4 +11.0
CZA Invesco Zacks Mid-Cap ETF 1.4 69 -10 7.7 +9.4
GXC SPDR S&P China ETF 1.4 59 0 11.6 +13.3
SCHA Schwab U.S. Small-Cap ETF 1.4 4 55 6.1 +7.8
VTWO Vanguard Russell 2000 Index Fund 1.4 10 49 4.7 +6.4
ACWX iShares MSCI ACWI ex U.S. ETF 1.4 32 27 8.7 +10.3
DEIF Sterling Capital Diverse Multi-Manager Active ETF 1.4 65 -6 7.9 +9.6
FEX First Trust Large Cap Core AlphaDEX Fund 1.4 59 0 8.7 +10.4
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.4 60 -1 3.1 +4.7
FXL First Trust Technology AlphaDEX Fund 1.4 61 -2 9.4 +11.1
EQOP Natixis U.S. Equity Opportunities ETF 1.4 85 -26 7.3 +9.0
VBR Vanguard Small Cap Value Index Fund 1.3 7 52 9.6 +11.2
PGJ Invesco Golden Dragon China ETF 1.3 69 -10 1.9 +3.5
IMCB iShares Morningstar Mid-Cap ETF 1.3 4 55 7.3 +8.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.3 4 55 7.2 +8.9
BKES BNY Mellon Sustainable Global Emerging Markets ETF 1.3 11 48 5.4 +7.1
DFAI Dimensional International Core Equity Market ETF 1.3 18 41 8.3 +9.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.3 41 18 8.0 +9.6
AVSC Avantis U.S Small Cap Equity ETF 1.3 25 34 5.9 +7.6
TECB iShares US Tech Breakthrough Multisector ETF 1.3 40 19 7.0 +8.6
KALL KraneShares MSCI All China Index ETF 1.3 49 10 12.2 +13.8
SDGA Impact Shares Sustainable Development Goals Global ETF 1.3 75 -16 8.0 +9.6
CACG ClearBridge All Cap Growth ETF 1.3 53 6 4.9 +6.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.3 15 44 9.4 +11.1
NULV Nuveen ESG Large-Cap Value ETF 1.3 25 34 9.3 +10.9
DFE WisdomTree Europe SmallCap Dividend Fund 1.3 58 1 12.3 +13.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.3 18 41 9.2 +10.8
IDHQ Invesco S&P International Developed Quality ETF 1.3 29 30 7.8 +9.4
VEU Vanguard FTSE All-World ex-US Index Fund 1.3 7 52 9.0 +10.6
LDEM iShares ESG MSCI EM Leaders ETF 1.3 16 43 9.3 +11.0
DFND Siren DIVCON Dividend Defender ETF 1.3 150 -91 7.4 +9.0
VYMI Vanguard International High Dividend Yield ETF 1.3 22 37 12.5 +14.1
XRT SPDR S&P Retail ETF 1.3 35 24 7.5 +9.1
DFAC Dimensional U.S. Core Equity 2 ETF 1.3 19 40 7.9 +9.6
XJR iShares ESG Screened S&P Small-Cap ETF 1.3 12 47 8.5 +10.2
IOO iShares Global 100 ETF 1.3 40 19 6.9 +8.6
GBGR Global Beta Momentum-Growth ETF 1.3 29 30 0.9 +2.6
IXUS ishares Core MSCI Total International Stock ETF 1.3 7 52 8.7 +10.3
NUEM Nuveen ESG Emerging Markets Equity ETF 1.3 35 24 9.6 +11.3
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.3 47 12 13.3 +15.0
VIG Vanguard Dividend Appreciation Index Fund 1.2 6 53 7.3 +9.0
GLIF AGFiQ Global Infrastructure ETF 1.2 45 14 5.6 +7.3
EMXF iShares ESG Advanced MSCI EM ETF 1.2 16 43 9.9 +11.5
AIA iShares Asia 50 ETF 1.2 50 9 11.4 +13.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.2 45 14 10.1 +11.8
SCHF Schwab International Equity ETF 1.2 6 53 9.0 +10.7
DFSV Dimensional US Small Cap Value ETF 1.2 31 28 10.0 +11.7
DFAT Dimensional U.S. Targeted Value ETF 1.2 29 30 9.9 +11.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.2 39 20 10.9 +12.6
DFUV Dimensional US Marketwide Value ETF 1.2 23 36 9.9 +11.6
EPS WisdomTree U.S. Earnings 500 Fund 1.2 8 51 8.7 +10.4
CFA VictoryShares US 500 Volatility Weighted Index ETF 1.2 35 24 7.6 +9.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.2 35 24 9.4 +11.1
EQWL Invesco Russell Top 200 Equal Weight ETF 1.2 25 34 8.3 +10.0
VXUS Vanguard Total International Stock ETF 1.2 7 52 8.9 +10.6
FYX First Trust Small Cap Core AlphaDEX Fund 1.2 61 -2 11.2 +12.8
BKF iShares MSCI BRIC ETF 1.2 70 -11 9.2 +10.9
DIHP Dimensional International High Profitability ETF 1.2 29 30 8.9 +10.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.2 30 29 8.0 +9.6
FPXI First Trust International Equity Opportunities ETF 1.2 70 -11 -1.6 +0.1
IUSS Invesco Strategic US Small Company ETF 1.2 23 36 8.0 +9.6
LRND IQ U.S. Large Cap R&D Leaders ETF 1.2 14 45 8.4 +10.0
FXU First Trust Utilities AlphaDEX Fund 1.2 64 -5 7.1 +8.8
SLYG SPDR S&P 600 Small Cap Growth ETF 1.2 15 44 8.7 +10.3
IJT iShares S&P Small-Cap 600 Growth ETF 1.2 18 41 8.7 +10.3
IQIN IQ 500 International ETF 1.2 25 34 9.6 +11.2
IJR iShares Core S&P Small Cap ETF 1.2 6 53 8.8 +10.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.2 15 44 9.1 +10.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.2 5 54 8.8 +10.4
SLY SPDR S&P 600 Small Cap ETF 1.2 15 44 8.7 +10.3
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.2 15 44 9.1 +10.8
IJS iShares S&P Small-cap 600 Value ETF 1.2 18 41 9.0 +10.7
DFAS Dimensional U.S. Small Cap ETF 1.2 28 31 7.9 +9.5
SLYV SPDR S&P 600 Small Cap Value ETF 1.2 15 44 9.0 +10.7
VO Vanguard Mid-Cap Index Fund 1.2 4 55 6.9 +8.5
ESIX SPDR S&P SmallCap 600 ESG ETF 1.1 12 47 9.2 +10.9
VIOO Vanguard S&P Small-Cap 600 ETF 1.1 10 49 8.7 +10.4
YPS Arrow Reverse Cap 500 ETF 1.1 29 30 7.4 +9.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.1 16 43 8.6 +10.3
SPMV Invesco S&P 500 Minimum Variance ETF 1.1 10 49 6.4 +8.1
PBSM Invesco PureBeta MSCI USA Small Cap ETF 1.1 6 53 6.3 +8.0
JDIV JPMorgan U.S. Dividend ETF 1.1 12 47 8.7 +10.3
MGV Vanguard Mega Cap Value ETF 1.1 7 52 8.7 +10.4
IETC iShares Evolved U.S. Technology ETF 1.1 18 41 6.3 +8.0
VFMO Vanguard U.S. Momentum Factor ETF 1.1 13 46 6.7 +8.3
JVAL JPMorgan U.S. Value Factor ETF 1.1 12 47 10.8 +12.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.1 39 20 5.5 +7.2
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 1.1 20 39 9.3 +10.9
JHMD John Hancock Multifactor Developed International ETF 1.1 39 20 9.1 +10.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.1 15 44 9.3 +10.9
VOOV Vanguard S&P 500 Value ETF 1.1 10 49 8.0 +9.6
IVE iShares S&P 500 Value ETF 1.1 18 41 7.9 +9.5
BOSS Global X Founder-Run Companies ETF 1.1 45 14 3.7 +5.3
SPYV SPDR Portfolio S&P 500 Value ETF 1.1 4 55 8.0 +9.7
NUMV Nuveen ESG Mid-Cap Value ETF 1.1 30 29 10.1 +11.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.1 24 35 9.1 +10.8
DFIC Dimensional International Core Equity 2 ETF 1.1 23 36 8.3 +10.0
IYW iShares U.S. Technology ETF 1.1 43 16 7.0 +8.6
IUSV iShares Core S&P U.S. Value ETF 1.1 4 55 8.1 +9.8
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.1 58 1 10.4 +12.1
IWX iShares Russell Top 200 Value ETF 1.1 20 39 8.5 +10.1
VFLQ Vanguard U.S. Liquidity Factor ETF 1.1 13 46 4.2 +5.8
IWN iShares Russell 2000 Value ETF 1.1 24 35 6.9 +8.6
VTWV Vanguard Russell 2000 Value Index Fund 1.1 15 44 7.0 +8.7
SMDY Syntax Stratified MidCap ETF 1.0 35 24 8.0 +9.7
IWR iShares Russell Midcap ETF 1.0 19 40 6.9 +8.6
MMLG First Trust Multi-Manager Large Growth ETF 1.0 85 -26 3.4 +5.1
CSML IQ Chaikin U.S. Small Cap ETF 1.0 35 24 6.8 +8.4
WUGI Esoterica NextG Economy ETF 1.0 75 -16 3.1 +4.8
WGRO WisdomTree U.S. Growth & Momentum Fund 1.0 55 4 8.1 +9.7
CN Xtrackers MSCI All China Equity ETF 1.0 50 9 11.2 +12.8
VXF Vanguard Extended Market Index Fund 1.0 6 53 4.6 +6.2
XJH iShares ESG Screened S&P Mid-Cap ETF 1.0 12 47 8.7 +10.4
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.0 25 34 7.4 +9.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.0 39 20 9.1 +10.8
BICK First Trust BICK Index Fund 1.0 64 -5 6.0 +7.7
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 1.0 32 27 10.9 +12.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.0 15 44 9.0 +10.6
FEP First Trust Europe AlphaDEX Fund 1.0 80 -21 12.2 +13.9
KRMA Global X Conscious Companies ETF 1.0 43 16 7.4 +9.1
JIG JPMorgan International Growth ETF 1.0 55 4 5.1 +6.8
RYLD Global X Russell 2000 Covered Call ETF 1.0 60 -1 4.3 +5.9
MOTI VanEck Morningstar International Moat ETF 1.0 57 2 11.1 +12.8
HEET Hartford Schroders ESG US Equity ETF 1.0 39 20 8.1 +9.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 1.0 25 34 9.3 +11.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 52 6.4 +8.1
RWL Invesco S&P 500 Revenue ETF 1.0 39 20 8.1 +9.7
VONV Vanguard Russell 1000 Value Index Fund 0.9 8 51 8.5 +10.1
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.9 42 17 7.1 +8.8
IQDE FlexShares International Quality Dividend Defensive Index ET 0.9 47 12 12.4 +14.0
INTF iShares Edge MSCI Multifactor Intl ETF 0.9 15 44 9.8 +11.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 15 44 7.8 +9.5
MDY SPDR S&P Midcap 400 ETF Trust 0.9 22 37 8.4 +10.1
IWD iShares Russell 1000 Value ETF 0.9 19 40 8.4 +10.0
PFM Invesco Dividend Achievers ETF 0.9 53 6 7.2 +8.9
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 0.9 61 -2 9.2 +10.8
IJK iShares S&P Mid-Cap 400 Growth ETF 0.9 17 42 7.6 +9.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.9 15 44 7.6 +9.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.9 10 49 8.7 +10.3
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.9 47 12 -0.1 +1.5
GLCN VanEck China Growth Leaders ETF 0.9 60 -1 10.4 +12.1
IJH iShares Core S&P Mid-Cap ETF 0.9 5 54 8.6 +10.3
SPMD SPDR Portfolio Mid Cap ETF 0.9 5 54 8.6 +10.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 15 44 9.5 +11.1
IJJ iShares S&P Mid-Cap 400 Value ETF 0.9 18 41 9.5 +11.2
MDYV SPDR S&P 400 Mid Cap Value ETF 0.9 15 44 9.5 +11.2
SCHV Schwab U.S. Large-Cap Value ETF 0.9 4 55 8.4 +10.1
IQLT iShares Edge MSCI Intl Quality Factor ETF 0.9 30 29 8.0 +9.7
VTV Vanguard Value Index Fund 0.9 4 55 8.8 +10.4
VSLU Applied Finance Valuation Large Cap ETF 0.9 49 10 8.8 +10.5
TPIF Timothy Plan International ETF 0.9 62 -3 8.9 +10.6
DGRO iShares Core Dividend Growth ETF 0.9 8 51 8.5 +10.2
SMMD iShares Russell 2500 ETF 0.9 15 44 6.7 +8.3
IVLU iShares Edge MSCI Intl Value Factor ETF 0.9 30 29 13.0 +14.7
IMFL Invesco International Developed Dynamic Multifactor ETF 0.9 34 25 7.3 +9.0
ISZE iShares Edge MSCI Intl Size Factor ETF 0.9 30 29 7.9 +9.6
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.9 19 40 9.3 +10.9
MRND IQ U.S. Mid Cap R&D Leaders ETF 0.9 16 43 2.2 +3.8
KLCD KFA Large Cap Quality Dividend Index ETF 0.8 42 17 7.7 +9.3
FNDF Schwab Fundamental International Large Co. Index ETF 0.8 25 34 10.7 +12.3
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 17 7.6 +9.3
IEUS iShares MSCI Europe Small-Cap ETF 0.8 40 19 7.2 +8.8
GMF SPDR S&P Emerging Asia Pacific ETF 0.8 49 10 8.9 +10.6
IMTM iShares Edge MSCI Intl Momentum Factor ETF 0.8 30 29 8.8 +10.5
CIL VictoryShares International Volatility Weighted Index ETF 0.8 45 14 8.8 +10.5
FYT First Trust Small Cap Value AlphaDEX Fund 0.8 71 -12 16.8 +18.4
QEFA SPDR MSCI EAFE Quality Mix ETF 0.8 30 29 8.0 +9.6
IUS Invesco Strategic US ETF 0.8 19 40 8.6 +10.3
FTA First Trust Large Cap Value AlphaDEX Fund 0.8 59 0 11.4 +13.1
ILCV iShares Morningstar Value ETF 0.8 4 55 8.7 +10.3
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 0.8 127 -68 6.2 +7.9
DIVB iShares U.S. Dividend & Buyback ETF 0.8 25 34 8.9 +10.5
SHE SPDR SSGA Gender Diversity Index ETF 0.8 20 39 7.1 +8.8
VLU SPDR S&P 1500 Value Tilt ETF 0.8 12 47 9.4 +11.1
FSMD Fidelity Small-Mid Factor ETF 0.7 29 30 9.8 +11.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.7 38 21 8.0 +9.7
FBCV Fidelity Blue Chip Value ETF 0.7 59 0 8.1 +9.8
XSMO Invesco S&P SmallCap Momentum ETF 0.7 39 20 10.7 +12.4
DVY iShares Select Dividend ETF 0.7 39 20 10.4 +12.1
EEMA iShares MSCI Emerging Markets Asia ETF 0.7 50 9 9.2 +10.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.7 31 28 10.5 +12.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.7 20 39 8.1 +9.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 20 9.3 +11.0
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.7 30 29 9.7 +11.3
EWN iShares MSCI Netherlands ETF 0.7 50 9 6.0 +7.6
IWS iShares Russell Mid-Cap Value ETF 0.7 23 36 8.1 +9.7
SSLY Syntax Stratified SmallCap ETF 0.7 40 19 8.1 +9.7
PXUS Principal International Adaptive Multi-Factor ETF 0.7 24 35 9.1 +10.7
RFDI First Trust Riverfront Dynamic Developed International ETF 0.7 83 -24 11.9 +13.5
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.7 40 19 8.4 +10.1
HLGE Hartford Longevity Economy ETF 0.7 44 15 9.5 +11.1
XSHQ Invesco S&P SmallCap Quality ETF 0.7 29 30 11.1 +12.8
PQIN PGIM QMA Strategic Alpha International Equity ETF 0.7 29 30 9.7 +11.3
VLUE iShares MSCI USA Value Factor ETF 0.7 15 44 14.9 +16.5
ITAN Sparkline Intangible Value ETF 0.7 50 9 8.7 +10.4
BOUT Innovator IBD Breakout Opportunities ETF 0.7 84 -25 5.3 +6.9
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.7 20 39 10.4 +12.0
SPVM Invesco S&P 500 Value with Momentum ETF 0.7 39 20 10.3 +12.0
ROSC Hartford Multifactor Small Cap ETF 0.7 34 25 12.3 +14.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.7 65 -6 8.0 +9.7
AVEM Avantis Emerging Markets Equity ETF 0.7 33 26 12.1 +13.7
PRF Invesco FTSE RAFI US 1000 ETF 0.7 39 20 8.8 +10.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.7 70 -11 8.7 +10.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 20 11.4 +13.0
AFMC First Trust Active Factor Mid Cap ETF 0.7 65 -6 10.7 +12.4
PIZ Invesco DWA Developed Markets Momentum ETF 0.7 80 -21 8.6 +10.3
ESGE iShares ESG Aware MSCI EM ETF 0.7 25 34 10.2 +11.9
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.6 60 -1 -23.0 -21.3
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.6 28 31 8.2 +9.8
JQUA JPMorgan U.S. Quality Factor ETF 0.6 12 47 7.7 +9.4
BKEM BNY Mellon Emerging Markets Equity ETF 0.6 11 48 9.7 +11.4
FMIL Fidelity New Millennium ETF 0.6 59 0 7.8 +9.4
LGLV SPDR Russell 1000 Low Volatility ETF 0.6 12 47 6.3 +7.9
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.6 29 30 9.0 +10.6
VDNI V-Shares US Leadership Diversity ETF 0.6 29 30 7.4 +9.1
AVDE Avantis International Equity ETF 0.6 23 36 9.8 +11.5
EWUS iShares MSCI United Kingdom Small Cap ETF 0.6 59 0 8.6 +10.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.6 95 -36 2.7 +4.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.6 69 -10 12.9 +14.6
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.6 25 34 8.7 +10.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.6 10 49 7.2 +8.9
ESGN Columbia Sustainable International Equity Income ETF 0.6 45 14 11.3 +12.9
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.6 32 27 8.3 +9.9
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 53 9.7 +11.3
FLAX Franklin FTSE Asia Ex Japan ETF 0.6 19 40 9.5 +11.2
EZM WisdomTree U.S. MidCap Earnings Fund 0.6 38 21 11.8 +13.5
SCHE Schwab Emerging Markets Equity ETF 0.6 11 48 9.1 +10.8
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 37 6.7 +8.3
IDU iShares U.S. Utilities ETF 0.6 41 18 5.6 +7.3
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.6 25 34 8.8 +10.5
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.6 15 44 10.3 +11.9
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.6 18 41 10.1 +11.8
PBEE Invesco PureBeta FTSE Emerging Markets ETF 0.6 16 43 9.2 +10.9
JHEM John Hancock Multifactor Emerging Markets ETF 0.6 49 10 10.6 +12.3
FDEV Fidelity Targeted International Factor ETF 0.6 39 20 8.4 +10.1
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.6 66 -7 8.3 +9.9
AFSM First Trust Active Factor Small Cap ETF 0.6 77 -18 9.8 +11.4
TTAC TrimTabs US Free Cash Flow Quality ETF 0.6 59 0 8.0 +9.6
VNMC Natixis Vaughan Nelson Mid Cap ETF 0.6 85 -26 7.5 +9.2
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.6 36 23 9.3 +10.9
EEM iShares MSCI Emerging Markets ETF 0.6 68 -9 9.2 +10.9
VWO Vanguard FTSE Emerging Markets ETF 0.5 8 51 9.4 +11.1
QINT American Century Quality Diversified International ETF 0.5 39 20 11.0 +12.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.5 20 39 6.9 +8.5
EWGS iShares MSCI Germany Small Cap ETF 0.5 59 0 11.8 +13.5
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 0.5 85 -26 0.7 +2.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.5 52 7 6.1 +7.8
PIE Invesco DWA Emerging Markets Momentum ETF 0.5 90 -31 10.3 +11.9
FVD First Trust Value Line Dividend Index Fund 0.5 67 -8 7.1 +8.8
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.5 38 21 11.4 +13.1
CGGO Capital Group Global Growth Equity ETF 0.5 47 12 5.2 +6.9
SPEM SPDR Portfolio Emerging Markets ETF 0.5 11 48 9.5 +11.2
SPMO Invesco S&P 500 Momentum ETF 0.5 13 46 6.8 +8.5
LVOL American Century Low Volatility ETF 0.5 29 30 6.9 +8.5
IEMG iShares Core MSCI Emerging Markets ETF 0.5 9 50 9.6 +11.3
DEHP Dimensional Emerging Markets High Profitability ETF 0.5 41 18 10.6 +12.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.5 49 10 6.6 +8.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.5 7 52 7.2 +8.9
DWAS Invesco DWA SmallCap Momentum ETF 0.5 60 -1 5.6 +7.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.5 12 47 7.7 +9.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.5 35 24 11.0 +12.7
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.5 24 35 9.6 +11.3
RAFE PIMCO RAFI ESG U.S. ETF 0.5 30 29 9.8 +11.5
FDWM Fidelity Women's Leadership ETF 0.5 59 0 7.0 +8.7
SCHC Schwab International Small-Cap Equity ETF 0.5 11 48 6.8 +8.4
ACWF iShares MSCI Global Multifactor ETF 0.5 35 24 10.8 +12.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.5 24 35 9.1 +10.8
HAP VanEck Natural Resources ETF 0.5 49 10 8.7 +10.4
SQLV Legg Mason Small-Cap Quality Value 0.5 61 -2 12.3 +14.0
VSGX Vanguard ESG International Stock ETF 0.4 12 47 8.6 +10.3
RFV Invesco S&P Midcap 400 Pure Value ETF 0.4 35 24 12.3 +13.9
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 19 7.0 +8.7
VYM Vanguard High Dividend Yield Index ETF 0.4 6 53 9.0 +10.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.4 60 -1 11.3 +13.0
WOMN Impact Shares YWCA Women's Empowerment ETF 0.4 75 -16 7.1 +8.8
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.4 35 24 8.9 +10.6
DFIS Dimensional International Small Cap ETF 0.4 39 20 6.7 +8.4
DLS WisdomTree International SmallCap Dividend Fund 0.4 58 1 11.2 +12.9
AESR Anfield U.S. Equity Sector Rotation ETF 0.4 146 -87 5.3 +6.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.4 64 -5 8.8 +10.4
DISV Dimensional International Small Cap Value ETF 0.4 42 17 12.3 +13.9
DDLS WisdomTree Dynamic Currency Hedged International SmallCap Eq 0.4 38 21 10.7 +12.3
ISVL iShares International Developed Small Cap Value Factor ETF 0.4 30 29 10.0 +11.7
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 59 0 9.5 +11.2
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 0.4 20 39 7.8 +9.5
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 29 7.4 +9.0
VFQY Vanguard U.S. Quality Factor ETF 0.4 13 46 9.4 +11.0
ISEM Invesco RAFI Strategic Emerging Markets ETF 0.4 35 24 15.4 +17.0
JEMA JPMorgan Emerging Markets Equity Core ETF 0.3 39 20 9.6 +11.2
IDLB Invesco FTSE International Low Beta Equal Weight ETF 0.3 45 14 8.7 +10.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 20 7.7 +9.3
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.3 35 24 6.9 +8.6
PXH Invesco FTSE RAFI Emerging Markets ETF 0.3 50 9 13.9 +15.6
AVDV Avantis International Small Cap Value ETF 0.3 36 23 9.6 +11.3
PSET Principal Price Setters Index ETF 0.3 15 44 7.7 +9.3
PSC Principal U.S. Small Cap Index ETF 0.3 38 21 8.5 +10.2
AFLG First Trust Active Factor Large Cap ETF 0.3 55 4 8.3 +10.0
ONEO SPDR Russell 1000 Momentum Focus ETF 0.3 20 39 9.7 +11.3
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.3 17 42 9.1 +10.8
EFIV SPDR S&P 500 ESG ETF 0.3 10 49 7.2 +8.9
RNMC Mid Cap US Equity Select ETF 0.3 60 -1 9.2 +10.8
SNPE Xtrackers S&P 500 ESG ETF 0.3 10 49 7.2 +8.9
TRFK Pacer Data and Digital Revolution ETF 0.3 60 -1 6.8 +8.5
VUSE Vident Core US Equity Fund 0.3 50 9 12.0 +13.7
MXDU Nationwide Maximum Diversification US Core Equity ETF 0.3 34 25 0.0 +1.7
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 34 11.4 +13.1
BFOR Barron's 400 ETF 0.3 70 -11 10.4 +12.0
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 53 9.3 +10.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 30 8.5 +10.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 21 10.6 +12.3
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 49 10 11.8 +13.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 30 10.7 +12.3
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.3 25 34 9.3 +11.0
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.3 59 0 13.0 +14.7
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 7 9.5 +11.1
DFIV Dimensional International Value ETF 0.3 30 29 12.1 +13.7
VFMF Vanguard U.S. Multifactor ETF 0.3 18 41 10.9 +12.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.3 30 29 10.0 +11.7
QUS SPDR MSCI USA StrategicFactors ETF 0.2 15 44 7.6 +9.3
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 24 10.8 +12.4
IWC iShares Micro-Cap ETF 0.2 60 -1 -6.2 -4.5
FUTY Fidelity MSCI Utilities Index ETF 0.2 8 51 6.1 +7.8
VPU Vanguard Utilities Index Fund 0.2 10 49 6.1 +7.8
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.2 35 24 9.7 +11.3
HKND Humankind US Stock ETF 0.2 11 48 8.5 +10.2
DLN WisdomTree U.S. LargeCap Dividend Fund 0.2 28 31 8.0 +9.7
GVLU Gotham 1000 Value ETF 0.2 50 9 11.6 +13.3
DTD WisdomTree U.S.Total Dividend Fund 0.2 28 31 8.3 +9.9
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 21 9.8 +11.5
GWX SPDR S&P International Small Cap ETF 0.2 40 19 5.6 +7.2
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 14 10.9 +12.6
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 14 4.9 +6.5
EES WisdomTree SmallCap Earnings Fund 0.2 38 21 11.9 +13.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.2 70 -11 12.9 +14.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.2 48 11 8.3 +9.9
FPX First Trust US IPO Index Fund 0.2 57 2 3.2 +4.8
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 0.2 45 14 7.7 +9.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 20 8.3 +10.0
RBIN Nationwide Risk-Based International Equity ETF 0.2 42 17 0.0 +1.7
GRZZ Grizzle Growth ETF 0.2 75 -16 7.7 +9.4
RODE Hartford Multifactor Diversified International ETF 0.2 29 30 13.4 +15.0
JPIN JPMorgan Diversified Return International Equity ETF 0.2 37 22 10.2 +11.8
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.2 30 29 10.8 +12.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.2 70 -11 5.2 +6.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 30 29 8.6 +10.3
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -30 7.1 +8.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.2 20 39 9.2 +10.8
DIM WisdomTree International MidCap Dividend Fund 0.1 58 1 10.2 +11.9
FDT First Trust Developed Markets ex-US Alphadex Fund 0.1 80 -21 12.8 +14.5
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.1 39 20 15.4 +17.1
DUHP Dimensional US High Profitability ETF 0.1 22 37 9.5 +11.2
REMG SPDR Bloomberg SASB Emerging Markets ESG Select ETF 0.1 16 43 10.6 +12.2
VFVA Vanguard U.S. Value Factor ETF 0.1 13 46 14.3 +16.0
AVIV Avantis International Large Cap Value ETF 0.1 25 34 12.5 +14.1
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.1 58 1 8.0 +9.6
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 0.1 40 19 10.7 +12.3
DFJ WisdomTree Japan SmallCap Dividend Fund 0.1 58 1 9.4 +11.1
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.1 58 1 8.6 +10.2
VFMV Vanguard U.S. Minimum Volatility ETF 0.1 13 46 7.0 +8.6
AVES Avantis Emerging Markets Value ETF 0.1 36 23 16.7 +18.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 39 20 11.7 +13.4
IQDG WisdomTree International Quality Dividend Growth Fund 0.1 42 17 8.7 +10.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 40 8.3 +10.0
SCJ iShares MSCI Japan Small-Cap ETF 0.1 50 9 7.2 +8.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 30 6.4 +8.0
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 29 10.7 +12.4
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.1 36 23 8.6 +10.3
RNDM First Trust Developed International Equity Select ETF 0.1 65 -6 8.1 +9.7
DTH WisdomTree International High Dividend Fund 0.0 58 1 11.5 +13.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 34 7.5 +9.2
DXJ WisdomTree Japan Hedged Equity Fund 0.0 48 11 9.3 +11.0
VPL Vanguard FTSE Pacific ETF 0.0 8 51 8.5 +10.2
IPAC iShares Core MSCI Pacific ETF 0.0 9 50 7.8 +9.5

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%.

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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:		 SoFi Smart Energy 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 -2.6 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 59 bp
Equals: ALTAR Score -1.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.43 CATEGORY
AVERAGE		 1.45
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.