First Trust Global Wind Energy ETF
ALTAR
Score™		 4.2% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 17.6x P/Sales
ratio		 1.3x
P/BV
ratio		 1.3x Div.
yield		 2.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
First Trust Global Wind Energy Fund seeks investment results that correspond generally to the price and yield (before fees & expenses) of the ISE Global Wind Energy Index, an index of companies engaged in that industry.

FUND BASICS
Category Global Equities
Fund Sponsor First Trust Advisors LP
Website www.ftportfolios.com
Inception date Jun 16, 2008
Assets (mns) $188
Currency USD
Expense ratio 60 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Tiered
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 54
Wgt avg mkt cap (mns) $23,203
Large cap (>$10bn) 39.6%
Mid cap ($2-10bn) 49.1%
Small cap (<$2bn) 9.4%
Developed mkts 87.8%
Emerging mkts 12.3%

TOP TEN HOLDINGS
EDP RENOVAVEIS SA 8.2 %
VESTAS WIND SYSTEMS A/S 7.5 %
NORTHLAND POWER INC 7.4 %
NORDEX AG 5.7 %
DONG ENERGY A/S 4.7 %
ENLIGHT RENEWABLE ENERGY LTD 4.6 %
CHINA LONGYUAN POWER GROUP-H 3.6 %
BORALEX INC -CL 'A' 3.0 %
ERG SPA 2.5 %
XINJIANG GOLDWIND SCI&TEC-H 2.4 %
Total 49.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 14.2 %
SPAIN 12.4 %
DENMARK 12.2 %
GERMANY 10.7 %
CANADA 10.4 %
CHINA 9.0 %
ITALY 6.9 %
ISRAEL 6.2 %
JAPAN 3.9 %
FRANCE 2.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
30.4% 7.0% 3.2% 8.8% -0.9%

Market Correlations
versus... Beta R-squared
S&P500 0.87 32%
MSCI EAFE 0.91 44%
MSCI Emg. Mkts. 0.70 30%

Technical Indicators
Recent close $20.23
30d moving avg. $19.51
Annualized volatility 20.6%
Short interest (ETF) 0.2%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 48
Turnover 0.5%
Bid/Ask (% of price) 0.20%
ADV underlying (mns) $5,430

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 706 potential alternatives to the First Trust Global Wind Energy ETF ETF based on the alternatives' overlap in portfolio holdings with FAN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FAN Expense: 60 bp ALTAR Score™: 4.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FAN
Ticker Fund
Name		 Overlap1
vs FAN
(%)		 Expense
ratio
(bp)		 Savings
vs FAN
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs FAN
(%)
FRNW Fidelity Clean Energy ETF 41.3 39 21 2.7 -1.5
RNRG Global X Renewable Energy Producers ETF 31.1 66 -6 1.3 -3.0
VCLN Virtus Duff & Phelps Clean Energy ETF 21.1 59 1 4.1 -0.1
ICLN iShares Global Clean Energy ETF 20.9 41 19 4.3 +0.1
SMOG VanEck Low Carbon Energy ETF 16.5 61 -1 1.5 -2.7
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 14.7 75 -15 7.2 +3.0
CTEC Global X CleanTech ETF 12.3 50 10 -0.2 -4.4
ACES ALPS Clean Energy ETF 11.5 55 5 -3.1 -7.3
PBD Invesco Global Clean Energy ETF 10.9 75 -15 -0.4 -4.6
JXI iShares Global Utilities ETF 10.9 43 17 5.6 +1.4
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 10.7 79 -19 4.6 +0.4
BLLD JPMorgan Sustainable Infrastructure ETF 10.1 49 11 6.2 +2.0
TEMP JPMorgan Climate Change Solutions ETF 10.0 49 11 5.8 +1.6
CLNR IQ Cleaner Transport ETF 9.2 45 15 6.7 +2.5
CNRG SPDR S&P Kensho Clean Power ETF 8.8 45 15 0.6 -3.6
TAN Invesco Solar ETF 8.5 67 -7 5.7 +1.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 8.0 47 13 5.9 +1.7
FGM First Trust Germany AlphaDEX Fund 7.6 80 -20 6.3 +2.1
ERTH Invesco MSCI Sustainable Future ETF 7.6 62 -2 3.5 -0.7
IGF iShares Global Infrastructure ETF 7.6 41 19 4.7 +0.5
GII SPDR S&P Global Infrastructure ETF 7.6 40 20 4.7 +0.5
EDEN iShares MSCI Denmark ETF 7.3 53 7 7.2 +3.0
GSFP Goldman Sachs Future Planet Equity ETF 7.1 75 -15 4.9 +0.7
ETEC iShares Breakthrough Environmental Solutions ETF 6.8 47 13 3.1 -1.1
INEQ Columbia International Equity Income ETF 6.7 45 15 8.0 +3.8
FEUZ First Trust Eurozone AlphaDEX ETF 6.4 80 -20 9.1 +4.9
OCEN IQ Clean Oceans ETF 6.3 45 15 6.1 +1.9
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 5.8 20 40 6.3 +2.1
EZU iShares MSCI Eurozone ETF 5.7 52 8 6.6 +2.4
SDG iShares MSCI Global Sustainable Development Goals ETF 5.6 49 11 5.7 +1.5
HAP VanEck Natural Resources ETF 5.6 50 10 9.1 +4.9
DTH WisdomTree International High Dividend Fund 5.5 58 2 8.5 +4.3
IMTM iShares MSCI Intl Momentum Factor ETF 5.4 30 30 5.4 +1.2
FEZ SPDR EURO STOXX 50 ETF 5.4 29 31 7.0 +2.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 5.4 45 15 6.7 +2.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 5.2 58 2 4.4 +0.2
VOLT Tema Electrification ETF 5.2 75 -15 2.5 -1.7
IGRO iShares International Dividend Growth ETF 5.1 15 45 7.3 +3.1
JHID John Hancock International High Dividend ETF 5.1 46 14 9.4 +5.2
EXI iShares Global Industrials ETF 5.0 42 18 4.5 +0.3
FXU First Trust Utilities AlphaDEX Fund 5.0 64 -4 5.3 +1.1
ZAP Global X U.S. Electrification ETF 4.9 50 10 3.8 -0.4
KGRN KraneShares MSCI China Clean Technology Index ETF 4.7 79 -19 0.3 -3.9
CGDG Capital Group Dividend Growers ETF 4.6 47 13 6.2 +2.0
IDMO Invesco S&P International Developed Momentum ETF 4.6 25 35 5.3 +1.1
DOL WisdomTree International LargeCap Dividend Fund 4.5 48 12 7.1 +2.9
DTAN Sparkline International Intangible Value ETF 4.4 55 5 8.6 +4.4
EWI iShares MSCI Italy ETF 4.3 50 10 10.7 +6.5
DTEC ALPS Disruptive Technologies ETF 4.3 50 10 3.9 -0.3
RSPU Invesco S&P 500 Equal Weight Utilities ETF 4.3 40 20 5.3 +1.1
FEP First Trust Europe AlphaDEX Fund 4.2 80 -20 9.0 +4.8
EWP iShares MSCI Spain ETF 4.2 50 10 6.9 +2.7
XT iShares Exponential Technologies ETF 4.1 46 14 4.6 +0.4
EUDV ProShares MSCI Europe Dividend Growers ETF 4.1 55 5 6.5 +2.3
NETZ TCW Transform Systems ETF 4.0 75 -15 2.3 -1.9
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 3.9 14 46 6.1 +1.9
DAX Global X DAX Germany ETF 3.8 21 39 6.9 +2.7
IQRA IQ CBRE Real Assets ETF 3.7 65 -5 5.7 +1.5
EWG iShares MSCI Germany ETF 3.7 50 10 6.6 +2.4
FUTY Fidelity MSCI Utilities Index ETF 3.7 8 52 5.0 +0.8
NUKZ Range Nuclear Renaissance Index ETF 3.7 85 -25 1.6 -2.6
CCNR ALPS CoreCommodity Natural Resources ETF 3.6 39 21 10.0 +5.8
VPU Vanguard Utilities ETF 3.5 9 51 5.0 +0.8
FID First Trust S&P International Dividend Aristocrats ETF 3.5 60 0 8.0 +3.8
ICAP InfraCap Equity Income Fund ETF 3.5 171 -111 6.4 +2.2
XLU Utilities Select Sector SPDR Fund 3.5 8 52 4.9 +0.7
FCA First Trust China AlphaDEX Fund 3.5 80 -20 8.0 +3.8
IDU iShares U.S. Utilities ETF 3.5 40 20 4.6 +0.4
DWM WisdomTree International Equity Fund 3.5 48 12 7.4 +3.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 3.5 40 20 7.4 +3.2
JIRE JPMorgan International Research Enhanced Equity ETF 3.5 24 36 7.1 +2.9
IQDY FlexShares International Quality Dividend Dynamic Index Fund 3.5 47 13 8.0 +3.8
IPAV Global X Infrastructure Development ex-U.S. ETF 3.3 55 5 7.6 +3.4
CCSO Carbon Collective Climate Solutions US Equity ETF 3.3 35 25 0.9 -3.3
UTES Virtus Reaves Utilities ETF 3.3 49 11 3.8 -0.4
IEV iShares Europe ETF 3.3 67 -7 6.8 +2.6
EMIF iShares Emerging Markets Infrastructure ETF 3.3 60 0 4.9 +0.7
DARP Grizzle Growth ETF 3.3 75 -15 2.5 -1.7
DBEU Xtrackers MSCI Europe Hedged Equity ETF 3.2 46 14 6.5 +2.3
EFV iShares MSCI EAFE Value ETF 3.1 34 26 9.0 +4.8
IDHQ Invesco S&P International Developed High Quality ETF 3.1 29 31 6.5 +2.3
BBEU JPMorgan BetaBuilders Europe ETF 3.1 9 51 7.2 +3.0
IEUR iShares Core MSCI Europe ETF 3.1 11 49 7.4 +3.2
LVHI Franklin International Low Volatility High Dividend Index ET 3.1 40 20 10.2 +6.0
FENI Fidelity Enhanced International ETF 3.0 28 32 6.4 +2.2
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 3.0 58 2 -2.0 -6.2
EFA iShares MSCI EAFE ETF 3.0 35 25 6.6 +2.4
ESGD iShares ESG Aware MSCI EAFE ETF 3.0 20 40 6.6 +2.4
SPEU SPDR Portfolio Europe ETF 3.0 7 53 7.4 +3.2
CGIE Capital Group International Equity ETF 2.9 54 6 5.0 +0.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.9 65 -5 4.8 +0.6
VGK Vanguard FTSE Europe ETF 2.9 6 54 7.5 +3.3
STXI Strive International Developed Markets ETF 2.9 29 31 6.6 +2.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 2.9 36 24 6.3 +2.1
EFG iShares MSCI EAFE Growth ETF 2.8 36 24 4.3 +0.1
ITEQ BlueStar Israel Technology ETF 2.8 75 -15 1.6 -2.6
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 2.8 20 40 6.3 +2.1
WDIV SPDR S&P Global Dividend ETF 2.8 40 20 9.4 +5.2
GSID Goldman Sachs MarketBeta International Equity ETF 2.7 20 40 6.8 +2.6
HFXI IQ FTSE International Equity Currency Neutral ETF 2.7 20 40 6.8 +2.6
UIVM VictoryShares International Value Momentum ETF 2.7 35 25 9.0 +4.8
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 2.7 80 -20 6.1 +1.9
FDWM Fidelity Women's Leadership ETF 2.6 59 1 4.7 +0.5
QINT American Century Quality Diversified International ETF 2.6 39 21 7.2 +3.0
TPIF Timothy Plan International ETF 2.6 62 -2 6.2 +2.0
FLEE Franklin FTSE Europe ETF 2.6 9 51 7.2 +3.0
IEFA iShares Core MSCI EAFE ETF 2.6 7 53 6.9 +2.7
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 2.6 25 35 7.3 +3.1
DEW WisdomTree Global High Dividend Fund 2.5 58 2 8.5 +4.3
EFAD ProShares MSCI EAFE Dividend Growers ETF 2.5 50 10 6.1 +1.9
SDY SPDR S&P Dividend ETF 2.5 35 25 6.9 +2.7
IQSI IQ Candriam International Equity ETF 2.5 15 45 6.6 +2.4
UMMA Wahed Dow Jones Islamic World ETF 2.5 65 -5 5.1 +0.9
BKIE BNY Mellon International Equity ETF 2.5 4 56 7.0 +2.8
CEFA Global X S&P Catholic Values Developed ex-US ETF 2.4 35 25 6.5 +2.3
WWJD Inspire International ETF 2.4 80 -20 7.3 +3.1
JHMD John Hancock Multifactor Developed International ETF 2.4 39 21 7.5 +3.3
INTF iShares International Equity Factor ETF 2.4 15 45 7.5 +3.3
BBJP JPMorgan BetaBuilders Japan ETF 2.3 19 41 6.5 +2.3
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 2.3 25 35 6.7 +2.5
SCHF Schwab International Equity ETF 2.3 6 54 7.1 +2.9
IDEV iShares Core MSCI International Developed Markets ETF 2.3 4 56 6.9 +2.7
DBJP Xtrackers MSCI Japan Hedged Equity ETF 2.3 47 13 5.6 +1.4
FLJP Franklin FTSE Japan ETF 2.3 9 51 6.1 +1.9
FLJH Franklin FTSE Japan Hedged ETF 2.3 9 51 5.6 +1.4
EWJ iShares MSCI Japan ETF 2.3 50 10 5.9 +1.7
TPHD Timothy Plan High Dividend Stock ETF 2.3 52 8 7.3 +3.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.3 54 6 7.1 +2.9
DFAI Dimensional International Core Equity Market ETF 2.3 18 42 7.1 +2.9
DIVZ TrueShares Low Volatility Equity Income ETF 2.2 65 -5 6.9 +2.7
ASLV Allspring Special Large Value ETF 2.2 35 25 6.6 +2.4
DIVL Madison Dividend Value ETF 2.2 65 -5 6.1 +1.9
BGIG Bahl & Gaynor Income Growth ETF 2.2 45 15 5.3 +1.1
BDIV AAM Brentview Dividend Growth ETF 2.2 49 11 4.5 +0.3
BGDV Bahl & Gaynor Dividend ETF 2.2 45 15 4.8 +0.6
PBW Invesco WilderHill Clean Energy ETF 2.2 66 -6 -3.0 -7.2
DIHP Dimensional International High Profitability ETF 2.2 29 31 7.1 +2.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 2.2 45 15 8.6 +4.4
VWID Virtus WMC International Dividend ETF 2.2 49 11 8.5 +4.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.2 65 -5 7.6 +3.4
DVY iShares Select Dividend ETF 2.2 38 22 9.3 +5.1
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.2 70 -10 5.0 +0.8
FPXI First Trust International Equity Opportunities ETF 2.2 70 -10 4.1 -0.1
PTL Inspire 500 ETF 2.2 9 51 5.1 +0.9
IMFL Invesco International Developed Dynamic Multifactor ETF 2.1 34 26 5.9 +1.7
DIVI Franklin International Core Dividend Tilt Index ETF 2.1 9 51 7.9 +3.7
EFAV iShares MSCI EAFE Min Vol Factor ETF 2.1 22 38 5.9 +1.7
FSZ First Trust Switzerland AlphaDEX Fund 2.1 80 -20 5.5 +1.3
IMOM Alpha Architect International Quantitative Momentum ETF 2.1 49 11 3.1 -1.1
FNDF Schwab Fundamental International Large Co. Index ETF 2.1 25 35 9.3 +5.1
VEA Vanguard FTSE Developed Markets ETF 2.1 3 57 7.1 +2.9
VIGI Vanguard International Dividend Appreciation ETF 2.1 10 50 6.5 +2.3
SPDW SPDR Portfolio Developed World ex-US ETF 2.1 3 57 6.8 +2.6
SPDV AAM S&P 500 High Dividend Value ETF 2.1 29 31 10.8 +6.6
FIDU Fidelity MSCI Industrial Index ETF 2.1 8 52 4.4 +0.2
EMLP First Trust North American Energy Infrastructure Fund 2.0 95 -35 5.4 +1.2
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 2.0 55 5 6.0 +1.8
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 2.0 29 31 4.4 +0.2
DIVG Invesco S&P 500 High Dividend Growers ETF 2.0 39 21 8.6 +4.4
FIDI Fidelity International High Dividend ETF 2.0 18 42 8.7 +4.5
OAIM OneAscent International Equity ETF 2.0 95 -35 5.6 +1.4
IDOG ALPS International Sector Dividend Dogs ETF 2.0 50 10 11.9 +7.7
SCHY Schwab International Dividend Equity ETF 2.0 14 46 9.7 +5.5
IDV iShares International Select Dividend ETF 2.0 51 9 10.5 +6.3
SWP SWP Growth & Income ETF 2.0 99 -39 4.0 -0.2
JPEF JPMorgan Equity Focus ETF 2.0 50 10 4.2 0.0
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.0 60 0 5.1 +0.9
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.0 65 -5 -1.4 -5.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.0 60 0 6.4 +2.2
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 2.0 9 51 9.3 +5.1
AGQI First Trust Active Global Quality Income ETF 2.0 85 -25 4.8 +0.6
VIS Vanguard Industrials ETF 2.0 9 51 4.5 +0.3
EFAS Global X MSCI SuperDividend EAFE ETF 2.0 57 3 8.5 +4.3
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 2.0 58 2 8.6 +4.4
IQDF FlexShares International Quality Dividend Index Fund 2.0 47 13 8.8 +4.6
IQLT iShares MSCI Intl Quality Factor ETF 2.0 30 30 6.2 +2.0
DIV Global X SuperDividend US ETF 2.0 45 15 12.4 +8.2
CBSE Clough Select Equity ETF 2.0 85 -25 0.9 -3.3
GINN Goldman Sachs Innovate Equity ETF 2.0 52 8 3.5 -0.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.0 40 20 5.5 +1.3
CIL VictoryShares International Volatility Wtd ETF 2.0 45 15 6.6 +2.4
GCOW Pacer Global Cash Cows Dividend ETF 1.9 60 0 11.1 +6.9
FXZ First Trust Materials AlphaDEX Fund 1.9 61 -1 10.3 +6.1
NDIA Global X India Active ETF 1.9 75 -15 5.0 +0.8
RSHO Tema American Reshoring ETF 1.9 75 -15 4.4 +0.2
COWS Amplify Cash Flow Dividend Leaders ETF 1.9 0 60 12.2 +8.0
MTUM iShares MSCI USA Momentum Factor ETF 1.9 15 45 3.4 -0.8
GDIV Harbor Dividend Growth Leaders ETF 1.9 50 10 5.3 +1.1
CWI SPDR MSCI ACWI ex-US ETF 1.9 30 30 7.4 +3.2
EWQ iShares MSCI France ETF 1.9 53 7 7.2 +3.0
CRTC Xtrackers US National Critical Technologies ETF 1.9 35 25 4.6 +0.4
DFIC Dimensional International Core Equity 2 ETF 1.9 23 37 7.4 +3.2
IVLU iShares MSCI Intl Value Factor ETF 1.9 30 30 10.2 +6.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.9 39 21 6.7 +2.5
FSST Fidelity Sustainable U.S. Equity ETF 1.9 59 1 4.2 0.0
RGEF Rockefeller Global Equity ETF 1.8 55 5 4.6 +0.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.8 75 -15 2.7 -1.5
GGRW Gabelli Growth Innovators ETF 1.8 90 -30 2.3 -1.9
GK AdvisorShares Gerber Kawasaki ETF 1.8 75 -15 2.4 -1.8
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 15 3.1 -1.1
IQM Franklin Intelligent Machines ETF 1.8 50 10 1.7 -2.5
SAMT Strategas Macro Thematic Opportunities ETF 1.8 65 -5 2.6 -1.6
FFLC Fidelity Fundamental Large Cap Core ETF 1.8 38 22 4.5 +0.3
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 12 4.4 +0.2
FPX First Trust US Equity Opportunities ETF 1.8 61 -1 0.9 -3.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.8 60 0 9.2 +5.0
IYJ iShares U.S. Industrials ETF 1.8 40 20 4.7 +0.5
XLI Industrial Select Sector SPDR Fund 1.8 8 52 4.4 +0.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.8 39 21 3.2 -1.0
SPRX Spear Alpha ETF 1.8 75 -15 0.1 -4.1
AIS VistaShares Artificial Intelligence Supercycle ETF 1.8 75 -15 2.3 -2.0
GRNY Fundstrat Granny Shots US Large Cap ETF 1.8 75 -15 2.4 -1.8
FMKT The Free Markets ETF 1.8 76 -16 1.5 -2.7
ACWX iShares MSCI ACWI ex U.S. ETF 1.8 34 26 7.5 +3.3
OSCV Opus Small Cap Value ETF 1.8 79 -19 6.8 +2.6
FEM First Trust Emerging Markets AlphaDEX Fund 1.8 80 -20 11.2 +7.0
VYMI Vanguard International High Dividend Yield ETF 1.8 17 43 9.5 +5.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 1.8 25 35 7.1 +2.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.8 41 19 7.1 +2.9
AVSD Avantis Responsible International Equity ETF 1.8 23 37 5.6 +1.4
DFIV Dimensional International Value ETF 1.8 27 33 9.6 +5.4
DFSI Dimensional International Sustainability Core 1 ETF 1.8 24 36 6.3 +2.1
IPAC iShares Core MSCI Pacific ETF 1.7 9 51 6.2 +2.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 1.7 18 42 7.8 +3.6
DWMF WisdomTree International Multifactor Fund 1.7 38 22 7.2 +3.0
IFRA iShares U.S. Infrastructure ETF 1.7 30 30 6.5 +2.3
PSCI Invesco S&P SmallCap Industrials ETF 1.7 29 31 5.1 +0.9
NXTG First Trust Indxx NextG ETF 1.7 70 -10 4.9 +0.7
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.7 30 30 7.0 +2.8
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.7 24 36 7.5 +3.3
JIG JPMorgan International Growth ETF 1.7 55 5 4.6 +0.4
COPY Tweedy, Browne Insider + Value ETF 1.7 80 -20 11.9 +7.7
RODE Hartford Multifactor Diversified International ETF 1.7 29 31 11.5 +7.3
WLDR Affinity World Leaders Equity ETF 1.7 67 -7 7.4 +3.2
AVDE Avantis International Equity ETF 1.6 23 37 7.3 +3.1
JPXN iShares JPX-Nikkei 400 ETF 1.6 48 12 6.4 +2.2
PATN Pacer Nasdaq International Patent Leaders ETF 1.6 65 -5 5.6 +1.4
RCGE RockCreek Global Equality ETF 1.6 95 -35 6.8 +2.6
IXUS iShares Core MSCI Total International Stock ETF 1.6 7 53 7.7 +3.5
VEU Vanguard FTSE All-World ex-US Index Fund 1.6 4 56 7.9 +3.7
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.6 30 30 14.2 +10.0
DXJ WisdomTree Japan Hedged Equity Fund 1.6 48 12 7.0 +2.8
IDLV Invesco S&P International Developed Low Volatility ETF 1.6 25 35 6.5 +2.3
CGGR Capital Group Growth ETF 1.6 39 21 3.1 -1.1
RFEU First Trust Riverfront Dynamic Europe ETF 1.5 83 -23 10.4 +6.2
FLGR Franklin FTSE Germany ETF 1.5 9 51 7.3 +3.1
VXUS Vanguard Total International Stock ETF 1.5 5 55 7.7 +3.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.5 52 8 6.2 +2.0
FDVV Fidelity High Dividend ETF 1.5 15 45 7.6 +3.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.5 39 21 7.9 +3.7
EIS iShares MSCI Israel ETF 1.5 58 2 7.5 +3.3
NUDM Nuveen ESG International Developed Markets Equity ETF 1.5 31 29 6.1 +1.9
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.5 12 48 5.9 +1.7
VPL Vanguard FTSE Pacific ETF 1.5 7 53 6.5 +2.3
DGT SPDR Global Dow ETF 1.5 50 10 6.8 +2.6
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.4 60 0 3.2 -1.0
DGRO iShares Core Dividend Growth ETF 1.4 8 52 6.5 +2.3
AIEQ AI Powered Equity ETF 1.4 75 -15 3.7 -0.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 25 6.4 +2.2
BINV Brandes International ETF 1.4 70 -10 9.2 +5.0
SRHQ SRH U.S. Quality ETF 1.4 35 25 7.7 +3.5
ABIG Argent Large Cap ETF 1.4 49 11 5.1 +0.9
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.4 32 28 6.2 +2.0
EIPI FT Energy Income Partners Enhanced Income ETF 1.4 110 -50 6.5 +2.3
FIVA Fidelity International Value Factor ETF 1.4 18 42 9.7 +5.5
DON WisdomTree U.S. MidCap Dividend Fund 1.4 38 22 9.3 +5.1
TRFM AAM Transformers ETF 1.4 49 11 1.2 -3.0
DXIV Dimensional International Vector Equity ETF 1.4 34 26 7.8 +3.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.4 35 25 7.9 +3.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.3 52 8 5.7 +1.5
JEPI JPMorgan Equity Premium Income ETF 1.3 35 25 5.8 +1.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.3 38 22 7.9 +3.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.3 58 2 5.5 +1.3
JPIN J.P. Morgan Diversified Return International Equity ETF 1.3 37 23 8.3 +4.1
GVUS Marketbeta Russell 1000 Value Equity ETF 1.3 12 48 6.5 +2.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.3 30 30 7.7 +3.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.3 15 45 7.8 +3.6
FDT First Trust Developed Markets ex-US AlphaDEX Fund 1.3 80 -20 9.2 +5.0
RAYD Rayliant Quantitative Developed Market Equity ETF 1.3 80 -20 4.4 +0.2
EWD iShares MSCI Sweden ETF 1.3 54 6 5.3 +1.1
AVIV Avantis International Large Cap Value ETF 1.2 25 35 8.4 +4.2
BLES Inspire Global Hope ETF 1.2 61 -1 6.8 +2.6
ESGG FlexShares STOXX Global ESG Select Index Fund 1.2 42 18 5.2 +1.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 51 4.7 +0.5
VRAI Virtus Real Asset Income ETF 1.2 55 5 10.4 +6.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 1.2 29 31 7.8 +3.6
URTH iShares MSCI World ETF 1.2 24 36 4.9 +0.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.2 24 36 8.3 +4.1
SPMV Invesco S&P 500 Minimum Variance ETF 1.1 10 50 5.4 +1.2
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.1 80 -20 4.9 +0.7
HGRO Hedgeye Quality Growth ETF 1.1 70 -10 3.3 -1.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 51 5.5 +1.3
EQWL Invesco S&P 100 Equal Weight ETF 1.1 25 35 6.2 +2.0
SPLV Invesco S&P 500 Low Volatility ETF 1.1 25 35 5.6 +1.4
YALL God Bless America ETF 1.1 65 -5 3.6 -0.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.1 25 35 5.7 +1.5
ISRA VanEck Israel ETF 1.1 59 1 7.0 +2.8
QTUM Defiance Quantum ETF 1.1 40 20 4.7 +0.5
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.1 61 -1 6.7 +2.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 51 5.1 +0.9
DWX SPDR S&P International Dividend ETF 1.0 45 15 6.3 +2.1
ACWI iShares MSCI ACWI ETF 1.0 32 28 5.4 +1.2
TOK iShares MSCI Kokusai ETF 1.0 26 34 4.9 +0.7
RDVY First Trust Rising Dividend Achievers ETF 1.0 50 10 6.8 +2.6
DIM WisdomTree International MidCap Dividend Fund 1.0 58 2 7.6 +3.4
STXD Strive 1000 Dividend Growth ETF 1.0 35 25 4.8 +0.6
DISV Dimensional International Small Cap Value ETF 1.0 42 18 8.9 +4.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.0 65 -5 3.4 -0.8
MGV Vanguard Mega Cap Value ETF 1.0 7 53 6.6 +2.4
MGMT Ballast Small/Mid Cap ETF 1.0 110 -50 8.8 +4.6
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 0 4.0 -0.2
FELV Fidelity Enhanced Large Cap Value ETF 1.0 18 42 6.7 +2.5
VYM Vanguard High Dividend Yield Index ETF 1.0 6 54 7.1 +2.9
SYLD Cambria Shareholder Yield ETF 1.0 59 1 12.2 +8.0
VIDI Vident International Equity Strategy ETF 0.9 61 -1 10.5 +6.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.9 35 25 9.6 +5.4
FDMO Fidelity Momentum Factor ETF 0.9 15 45 3.5 -0.7
EBI Longview Advantage ETF 0.9 35 25 6.5 +2.3
XMAG Defiance Large Cap ex-Mag 7 ETF 0.9 35 25 5.1 +0.9
FVD First Trust Value Line Dividend Index Fund 0.9 65 -5 6.5 +2.3
JGLO JPMorgan Global Select Equity ETF 0.9 33 27 5.0 +0.8
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.9 59 1 6.4 +2.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 45 4.6 +0.4
VT Vanguard Total World Stock ETF 0.9 6 54 5.7 +1.5
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 40 6.9 +2.7
SGLC SGI U.S. Large Cap Core ETF 0.9 85 -25 3.9 -0.3
VIG Vanguard Dividend Appreciation ETF 0.9 5 55 5.6 +1.4
ACVF American Conservative Values ETF 0.9 75 -15 4.4 +0.2
SPXT ProShares S&P 500 Ex-Technology ETF 0.9 9 51 5.6 +1.4
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 1 5.9 +1.7
OALC OneAscent Large Cap Core ETF 0.9 86 -26 4.0 -0.2
IWX iShares Russell Top 200 Value ETF 0.9 20 40 6.2 +2.0
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 0 4.0 -0.2
VOOG Vanguard S&P 500 Growth ETF 0.9 7 53 3.9 -0.3
IVW iShares S&P 500 Growth ETF 0.9 18 42 3.8 -0.4
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 56 4.0 -0.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.9 49 11 4.7 +0.5
INCE Franklin Income Equity Focus ETF 0.9 29 31 5.7 +1.5
KOMP SPDR S&P Kensho New Economies Composite ETF 0.9 20 40 2.3 -1.9
DFIS Dimensional International Small Cap ETF 0.9 39 21 7.3 +3.1
PRXV Praxis Impact Large Cap Value ETF 0.9 36 24 6.6 +2.4
FELC Fidelity Enhanced Large Cap Core ETF 0.8 18 42 5.1 +0.9
FTC First Trust Large Cap Growth AlphaDEX Fund 0.8 59 1 2.7 -1.5
EVUS iShares ESG Aware MSCI USA Value ETF 0.8 18 42 6.5 +2.3
KLMT Invesco MSCI Global Climate 500 ETF 0.8 10 50 5.6 +1.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.8 15 45 4.8 +0.6
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 56 4.0 -0.2
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.8 65 -5 11.5 +7.3
HEDJ WisdomTree Europe Hedged Equity Fund 0.8 58 2 6.4 +2.2
DMXF iShares ESG Advanced MSCI EAFE ETF 0.8 12 48 5.4 +1.2
EIPX FT Energy Income Partners Strategy ETF 0.8 95 -35 7.7 +3.5
PRAY FIS Christian Stock Fund 0.8 69 -9 5.2 +1.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.8 9 51 6.2 +2.0
VTV Vanguard Value ETF 0.8 4 56 6.9 +2.7
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -10 11.6 +7.4
ZECP Zacks Earnings Consistent Portfolio ETF 0.8 55 5 4.7 +0.5
GLOF iShares Global Equity Factor ETF 0.8 20 40 6.3 +2.1
DSPY Tema S&P 500 Historical Weight ETF 0.8 18 42 5.0 +0.8
SFY SoFi Select 500 ETF 0.8 0 60 4.2 +0.0
IYM iShares U.S. Basic Materials ETF 0.8 40 20 6.4 +2.2
BRF VanEck Brazil Small-Cap ETF 0.7 66 -6 11.1 +6.9
EWZS iShares MSCI Brazil Small-Cap ETF 0.7 59 1 10.0 +5.8
PFM Invesco Dividend Achievers ETF 0.7 53 7 5.3 +1.1
FTA First Trust Large Cap Value AlphaDEX Fund 0.7 59 1 9.0 +4.8
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 35 7.9 +3.7
CFA VictoryShares US 500 Volatility Wtd ETF 0.7 35 25 6.0 +1.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.7 40 20 6.0 +1.8
USXF iShares ESG Advanced MSCI USA ETF 0.7 10 50 4.5 +0.3
JMOM JPMorgan U.S. Momentum Factor ETF 0.7 12 48 4.5 +0.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.7 27 33 7.2 +3.0
GLBL Pacer MSCI World Industry Advantage ETF 0.7 65 -5 4.0 -0.2
SCHV Schwab U.S. Large-Cap Value ETF 0.7 4 56 6.8 +2.6
STXV Strive 1000 Value ETF 0.7 18 42 8.0 +3.8
ESGU iShares ESG Aware MSCI USA ETF 0.7 15 45 4.6 +0.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.7 49 11 6.9 +2.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.7 18 42 6.0 +1.8
MGC Vanguard Mega Cap ETF 0.7 7 53 4.5 +0.3
ILCV iShares Morningstar Value ETF 0.7 4 56 6.3 +2.1
SPXN ProShares S&P 500 Ex-Financials ETF 0.7 9 51 4.7 +0.5
CATH Global X S&P 500 Catholic Values Custom ETF 0.7 29 31 4.5 +0.3
MAGA Point Bridge America First ETF 0.7 72 -12 6.0 +1.8
IWD iShares Russell 1000 Value ETF 0.7 19 41 6.4 +2.2
VONV Vanguard Russell 1000 Value ETF 0.7 7 53 6.5 +2.3
IWL iShares Russell Top 200 ETF 0.7 15 45 4.5 +0.3
MGK Vanguard Mega Cap Growth ETF 0.7 7 53 4.0 -0.3
SSPY Syntax Stratified LargeCap ETF 0.7 30 30 6.8 +2.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.7 7 53 4.7 +0.5
HAPI Harbor Human Capital Factor US Large Cap ETF 0.7 36 24 4.7 +0.5
AVES Avantis Emerging Markets Value ETF 0.7 36 24 10.8 +6.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.7 65 -5 6.5 +2.3
BKLC BNY Mellon US Large Cap Core Equity ETF 0.7 0 60 4.8 +0.6
DTD WisdomTree U.S. Total Dividend Fund 0.7 28 32 6.3 +2.1
CVY Invesco Zacks Multi-Asset Income ETF 0.6 106 -46 12.9 +8.7
IJS iShares S&P Small-Cap 600 Value ETF 0.6 18 42 9.8 +5.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 31 8.3 +4.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.6 2 58 4.8 +0.6
SPXV ProShares S&P 500 Ex-Health Care ETF 0.6 9 51 4.5 +0.3
DLN WisdomTree U.S. LargeCap Dividend Fund 0.6 28 32 6.0 +1.8
XVV iShares ESG Screened S&P 500 ETF 0.6 8 52 4.6 +0.4
XSMO Invesco S&P SmallCap Momentum ETF 0.6 39 21 5.8 +1.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.6 14 46 4.7 +0.5
BKSE BNY Mellon US Small Cap Core Equity ETF 0.6 4 56 5.9 +1.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.6 49 11 11.7 +7.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.6 15 45 8.0 +3.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 48 5.0 +0.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.6 20 40 4.5 +0.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.6 12 48 4.4 +0.2
HLAL Wahed FTSE USA Shariah ETF 0.6 50 10 4.5 +0.3
VV Vanguard Large-Cap ETF 0.6 4 56 4.7 +0.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.6 11 49 4.8 +0.6
VOTE TCW Transform 500 ETF 0.6 5 55 4.7 +0.5
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 71 -11 0.4 -3.8
IVV iShares Core S&P 500 ETF 0.6 3 57 4.8 +0.6
SPLG SPDR Portfolio S&P 500 ETF 0.6 2 58 4.8 +0.6
SPY SPDR S&P 500 ETF Trust 0.6 9 51 4.8 +0.6
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.6 80 -20 10.5 +6.3
STRV Strive 500 ETF 0.6 5 55 4.7 +0.5
DFSV Dimensional US Small Cap Value ETF 0.6 31 29 10.4 +6.2
VOO Vanguard S&P 500 ETF 0.6 3 57 4.8 +0.6
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.6 90 -30 6.8 +2.6
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 18 6.8 +2.6
SPXE ProShares S&P 500 Ex-Energy ETF 0.6 9 51 4.6 +0.4
ROAM Hartford Multifactor Emerging Markets ETF 0.6 44 16 11.5 +7.3
FAB First Trust Multi Cap Value AlphaDEX Fund 0.6 67 -7 10.2 +6.0
SIZE iShares MSCI USA Size Factor ETF 0.6 15 45 6.1 +1.9
SPVM Invesco S&P 500 Value with Momentum ETF 0.6 39 21 7.6 +3.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.6 55 5 10.3 +6.1
SLYV SPDR S&P 600 Small Cap Value ETF 0.6 15 45 9.8 +5.6
WCEO Hypatia Women CEO ETF 0.6 85 -25 3.8 -0.4
ILCB iShares Morningstar U.S. Equity ETF 0.6 3 57 4.7 +0.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.6 60 0 4.0 -0.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.6 10 50 9.8 +5.6
IWY iShares Russell Top 200 Growth ETF 0.6 20 40 4.4 +0.2
IWC iShares Micro-Cap ETF 0.6 60 0 -0.8 -5.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.6 3 57 5.0 +0.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.6 43 17 6.1 +1.9
TOV JLens 500 Jewish Advocacy U.S. ETF 0.6 18 42 4.4 +0.2
SCHC Schwab International Small-Cap Equity ETF 0.6 11 49 6.6 +2.4
VONE Vanguard Russell 1000 ETF 0.6 7 53 4.8 +0.6
DFUS Dimensional U.S. Equity ETF 0.6 9 51 4.7 +0.5
IWB iShares Russell 1000 ETF 0.6 15 45 4.7 +0.5
EGUS iShares ESG Aware MSCI USA Growth ETF 0.6 18 42 3.7 -0.5
XJR iShares ESG Screened S&P Small-Cap ETF 0.6 12 48 7.6 +3.4
EUSA iShares MSCI USA Equal Weighted ETF 0.6 9 51 6.2 +2.0
ONEY SPDR Russell 1000 Yield Focus ETF 0.6 20 40 9.9 +5.7
GOP Unusual Whales Subversive Republican Trading ETF 0.6 50 10 5.4 +1.2
IYY iShares Dow Jones U.S. ETF 0.6 20 40 4.7 +0.5
VTI Vanguard Total Stock Market ETF 0.6 3 57 4.8 +0.6
VTHR Vanguard Russell 3000 ETF 0.6 7 53 4.7 +0.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.6 19 41 5.3 +1.1
IWV iShares Russell 3000 ETF 0.6 20 40 4.6 +0.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.6 60 0 9.6 +5.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.6 3 57 4.7 +0.5
ECNS iShares MSCI China Small-Cap ETF 0.6 59 1 8.4 +4.2
WRND IQ Global Equity R&D Leaders ETF 0.6 18 42 7.7 +3.5
CGGO Capital Group Global Growth Equity ETF 0.6 47 13 4.5 +0.3
PRXG Praxis Impact Large Cap Growth ETF 0.6 36 24 3.5 -0.7
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 30 5.9 +1.7
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 0 7.4 +3.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.5 64 -4 2.2 -2.1
FESM Fidelity Enhanced Small Cap ETF 0.5 28 32 7.0 +2.8
AVDS Avantis International Small Cap Equity ETF 0.5 30 30 7.2 +3.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.5 25 35 5.5 +1.3
RVRB Reverb ETF 0.5 30 30 4.4 +0.2
STXG Strive 1000 Growth ETF 0.5 18 42 3.7 -0.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.5 49 11 4.5 +0.3
VLU SPDR S&P 1500 Value Tilt ETF 0.5 12 48 7.4 +3.2
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.5 45 15 10.6 +6.4
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 40 -3.6 -7.8
IJR iShares Core S&P Small Cap ETF 0.5 6 54 7.7 +3.5
DEUS Xtrackers Russell US Multifactor ETF 0.5 17 43 7.2 +3.0
OBOR KraneShares MSCI One Belt One Road Index ETF 0.5 79 -19 8.7 +4.5
JAVA JPMorgan Active Value ETF 0.5 44 16 6.4 +2.2
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -5 8.6 +4.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.5 8 52 6.1 +1.9
ISCF iShares International SmallCap Equity Factor ETF 0.5 23 37 8.2 +4.0
RFFC ALPS Active Equity Opportunity ETF 0.5 48 12 4.3 +0.1
IWF iShares Russell 1000 Growth ETF 0.5 19 41 4.3 +0.1
VONG Vanguard Russell 1000 Growth ETF 0.5 7 53 4.3 +0.1
ONEO SPDR Russell 1000 Momentum Focus ETF 0.5 20 40 7.2 +3.0
ILCG iShares Morningstar Growth ETF 0.5 4 56 3.6 -0.6
VUG Vanguard Growth ETF 0.5 4 56 3.9 -0.3
FQAL Fidelity Quality Factor ETF 0.5 15 45 5.6 +1.4
FVAL Fidelity Value Factor ETF 0.5 15 45 6.7 +2.5
AIRR First Trust RBA American Industrial Renaissance ETF 0.5 70 -10 4.6 +0.4
SCHM Schwab U.S. Mid-Cap ETF 0.5 4 56 6.7 +2.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.5 45 15 4.2 -0.0
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 7 53 7.7 +3.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 57 7.8 +3.6
DFAU Dimensional US Core Equity Market ETF 0.5 12 48 4.9 +0.7
FDRR Fidelity Dividend ETF for Rising Rates 0.5 15 45 6.8 +2.6
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.5 58 2 10.0 +5.8
TPSC Timothy Plan US Small Cap Core ETF 0.5 52 8 7.1 +2.9
ESIX SPDR S&P SmallCap 600 ESG ETF 0.5 12 48 8.3 +4.1
STXK Strive Small-Cap ETF 0.5 18 42 5.9 +1.7
EPS WisdomTree U.S. LargeCap Fund 0.5 8 52 5.6 +1.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.5 7 53 5.0 +0.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.5 95 -35 0.4 -3.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.4 8 52 4.8 +0.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 36 7.8 +3.6
SNPE Xtrackers S&P 500 ESG ETF 0.4 10 50 4.9 +0.7
JHML John Hancock Multifactor Large Cap ETF 0.4 29 31 5.3 +1.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.4 35 25 7.9 +3.7
INRO iShares U.S. Industry Rotation Active ETF 0.4 42 18 4.1 -0.1
EWL iShares MSCI Switzerland ETF 0.4 50 10 6.4 +2.2
IEUS iShares MSCI Europe Small-Cap ETF 0.4 42 18 7.4 +3.2
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 40 6.7 +2.5
DIVB iShares Core Dividend ETF 0.4 5 55 8.2 +4.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 35 8.0 +3.8
MXI iShares Global Materials ETF 0.4 41 19 7.6 +3.4
OEF iShares S&P 100 ETF 0.4 20 40 4.3 +0.1
EWJV iShares MSCI Japan Value ETF 0.4 15 45 8.7 +4.5
ADME Aptus Drawdown Managed Equity ETF 0.4 79 -19 4.0 -0.2
IJT iShares S&P Small-Cap 600 Growth ETF 0.4 18 42 5.6 +1.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.4 20 40 4.9 +0.7
JGRO JPMorgan Active Growth ETF 0.4 44 16 3.3 -0.9
AVUS Avantis U.S. Equity ETF 0.4 15 45 5.6 +1.4
DCOR Dimensional US Core Equity 1 ETF 0.4 14 46 5.3 +1.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.4 10 50 5.8 +1.6
SVAL iShares US Small Cap Value Factor ETF 0.4 20 40 10.6 +6.4
SLYG SPDR S&P 600 Small Cap Growth ETF 0.4 15 45 5.7 +1.5
PRF Invesco FTSE RAFI US 1000 ETF 0.4 39 21 6.7 +2.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 40 7.9 +3.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.4 75 -15 3.9 -0.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.4 25 35 5.3 +1.1
QVML Invesco S&P 500 QVM Multi-factor ETF 0.4 11 49 5.0 +0.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.4 9 51 5.1 +0.9
SNPV Xtrackers S&P 500 Value ESG ETF 0.4 15 45 6.6 +2.4
FBCG Fidelity Blue Chip Growth ETF 0.4 59 1 2.7 -1.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 41 6.3 +2.1
GINX SGI Enhanced Global Income ETF 0.3 98 -38 7.0 +2.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 42 9.0 +4.8
FLDZ RiverNorth Patriot ETF 0.3 75 -15 6.4 +2.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.3 12 48 7.7 +3.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.3 60 0 1.9 -2.3
FNDX Schwab Fundamental US Large Co. Index ETF 0.3 25 35 7.1 +2.9
VOE Vanguard Mid-Cap Value ETF 0.3 7 53 7.7 +3.5
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 35 7.1 +2.9
DFAS Dimensional U.S. Small Cap ETF 0.3 26 34 6.5 +2.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 20 6.9 +2.7
MDYV SPDR S&P 400 Mid Cap Value ETF 0.3 15 45 9.0 +4.8
SCHA Schwab U.S. Small-Cap ETF 0.3 4 56 5.8 +1.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 53 6.1 +1.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.3 10 50 9.1 +4.9
DURA VanEck Durable High Dividend ETF 0.3 29 31 8.9 +4.7
SUSA iShares MSCI USA ESG Select ETF 0.3 25 35 4.6 +0.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 35 6.0 +1.8
ISCG iShares Morningstar Small-Cap Growth ETF 0.3 6 54 2.9 -1.4
SCHB Schwab U.S. Broad Market ETF 0.3 3 57 4.9 +0.7
IBAT iShares Energy Storage & Materials ETF 0.3 47 13 3.0 -1.3
VBR Vanguard Small Cap Value ETF 0.3 7 53 9.3 +5.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.3 29 31 6.5 +2.3
FDEV Fidelity International Multifactor ETF 0.3 18 42 7.6 +3.4
QGRO American Century U.S. Quality Growth ETF 0.3 29 31 3.6 -0.6
PBUS Invesco MSCI USA ETF 0.3 4 56 4.7 +0.5
JHMM John Hancock Multifactor Mid Cap ETF 0.3 42 18 6.5 +2.3
SCHK Schwab 1000 Index ETF 0.3 5 55 4.9 +0.7
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 -1 5.9 +1.7
SCHX Schwab U.S. Large-Cap ETF 0.3 3 57 4.8 +0.6
HWAY Themes US Infrastructure ETF 0.3 29 31 6.0 +1.8
QLV FlexShares US Quality Low Volatility Index Fund 0.3 22 38 5.6 +1.4
PAVE Global X U.S. Infrastructure Development ETF 0.3 47 13 5.1 +0.9
KLMN Invesco MSCI North America Climate ETF 0.3 9 51 4.8 +0.6
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 54 8.2 +4.0
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.3 58 2 6.9 +2.7
IUSV iShares Core S&P US Value ETF 0.3 4 56 6.4 +2.2
IVE iShares S&P 500 Value ETF 0.3 18 42 6.1 +1.9
VOOV Vanguard S&P 500 Value ETF 0.3 7 53 6.2 +2.0
SPYV SPDR Portfolio S&P 500 Value ETF 0.3 4 56 6.2 +2.0
APUE ActivePassive U.S. Equity ETF 0.3 45 15 4.5 +0.3
AVUQ Avantis U.S. Quality ETF 0.3 15 45 4.3 +0.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 40 5.6 +1.4
FSMD Fidelity Small-Mid Multifactor ETF 0.3 15 45 7.3 +3.1
EZM WisdomTree U.S. MidCap Fund 0.3 38 22 9.3 +5.1
HDV iShares Core High Dividend ETF 0.3 8 52 7.5 +3.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 45 8.1 +3.9
DEM WisdomTree Emerging Markets High Dividend Fund 0.3 63 -3 13.6 +9.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 21 5.8 +1.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.3 18 42 7.9 +3.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 35 8.5 +4.3
EWN iShares MSCI Netherlands ETF 0.3 50 10 5.2 +1.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 43 5.7 +1.5
IWS iShares Russell Mid-Cap Value ETF 0.3 23 37 6.8 +2.6
ISCB iShares Morningstar Small-Cap ETF 0.3 4 56 6.2 +2.0
FLSW Franklin FTSE Switzerland ETF 0.3 9 51 6.5 +2.3
VTWG Vanguard Russell 2000 Growth ETF 0.3 10 50 1.4 -2.8
IWO iShares Russell 2000 Growth ETF 0.3 24 36 1.2 -3.0
RSSL Global X Russell 2000 ETF 0.3 8 52 4.2 +0.0
EQIN Columbia US Equity Income ETF 0.3 35 25 6.9 +2.7
QUS SPDR MSCI USA StrategicFactors ETF 0.2 15 45 5.7 +1.5
IWM iShares Russell 2000 ETF 0.2 19 41 4.2 -0.0
VTWO Vanguard Russell 2000 ETF 0.2 7 53 4.2 +0.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 21 5.3 +1.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 21 9.8 +5.6
DLS WisdomTree International SmallCap Dividend Fund 0.2 58 2 8.3 +4.1
EES WisdomTree U.S. SmallCap Fund 0.2 38 22 9.0 +4.8
IWN iShares Russell 2000 Value ETF 0.2 24 36 7.3 +3.1
VTWV Vanguard Russell 2000 Value ETF 0.2 10 50 7.3 +3.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.2 20 40 5.5 +1.3
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 43 5.4 +1.2
VSGX Vanguard ESG International Stock ETF 0.2 10 50 7.5 +3.3
HDUS Hartford Disciplined US Equity ETF 0.2 19 41 5.6 +1.4
ISMD Inspire Small/Mid Cap ETF 0.2 54 6 5.7 +1.5
FBCV Fidelity Blue Chip Value ETF 0.2 59 1 7.4 +3.2
IQDG WisdomTree International Quality Dividend Growth Fund 0.2 42 18 7.3 +3.1
GXC SPDR S&P China ETF 0.2 59 1 15.0 +10.8
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 32 9.6 +5.4
USMV iShares MSCI USA Min Vol Factor ETF 0.2 15 45 6.0 +1.8
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 54 9.4 +5.2
AVMV Avantis U.S. Mid Cap Value ETF 0.2 20 40 9.0 +4.8
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 -10 7.6 +3.4
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -29 4.9 +0.7
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.2 58 2 7.0 +2.8
VFMO Vanguard U.S. Momentum Factor ETF 0.2 13 47 2.8 -1.4
AVEM Avantis Emerging Markets Equity ETF 0.2 33 27 8.2 +4.0
IWR iShares Russell Midcap ETF 0.2 19 41 5.9 +1.7
VO Vanguard Mid-Cap ETF 0.2 4 56 5.8 +1.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 21 9.7 +5.5
VXF Vanguard Extended Market ETF 0.2 5 55 4.6 +0.4
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 48 7.2 +3.0
GSPY Gotham Enhanced 500 ETF 0.2 50 10 5.1 +0.9
RWL Invesco S&P 500 Revenue ETF 0.2 39 21 6.7 +2.5
VB Vanguard Small-Cap ETF 0.2 5 55 6.2 +2.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 45 7.4 +3.2
FLCH Franklin FTSE China ETF 0.2 19 41 15.5 +11.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 19 8.4 +4.2
IJH iShares Core S&P Mid-Cap ETF 0.2 5 55 7.5 +3.3
MDY SPDR S&P Midcap 400 ETF Trust 0.2 24 36 7.3 +3.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 21 5.9 +1.7
KALL KraneShares MSCI All China Index ETF 0.2 49 11 15.2 +11.0
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.2 42 18 9.7 +5.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 45 5.9 +1.7
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 53 7.6 +3.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 57 7.5 +3.3
AFLG First Trust Active Factor Large Cap ETF 0.2 55 5 6.2 +2.0
LRGF iShares U.S. Equity Factor ETF 0.2 8 52 5.3 +1.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -5 7.8 +3.6
AVDV Avantis International Small Cap Value ETF 0.2 36 24 9.2 +5.0
IMCB iShares Morningstar Mid-Cap ETF 0.1 4 56 6.1 +1.9
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 42 5.3 +1.1
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 22 8.8 +4.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 31 4.6 +0.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 1 8.5 +4.3
AVMC Avantis U.S. Mid Cap Equity ETF 0.1 18 42 7.0 +2.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.1 35 25 7.4 +3.2
GWX SPDR S&P International Small Cap ETF 0.1 40 20 6.0 +1.8
IOO iShares Global 100 ETF 0.1 41 19 4.4 +0.2
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.1 35 25 16.4 +12.2
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 40 6.3 +2.1
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 48 8.0 +3.8
SMMD iShares Russell 2500 ETF 0.1 15 45 6.2 +2.0
DFEV Dimensional Emerging Markets Value ETF 0.1 43 17 12.6 +8.4
PRNT 3D Printing ETF 0.1 66 -6 1.2 -3.0
DHS WisdomTree U.S. High Dividend Fund 0.1 38 22 8.4 +4.2
VFVA Vanguard U.S. Value Factor ETF 0.1 13 47 11.1 +6.9
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 27 8.1 +3.9
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 25 8.8 +4.6
JHEM John Hancock Multifactor Emerging Markets ETF 0.1 49 11 9.6 +5.4
TXS Texas Capital Texas Equity Index ETF 0.1 49 11 5.7 +1.5
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 49 9.5 +5.3
VWO Vanguard FTSE Emerging Markets ETF 0.1 7 53 9.9 +5.7
MCHI iShares MSCI China ETF 0.1 59 1 17.1 +12.9
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 24 9.2 +5.0
PICK iShares MSCI Global Metals & Mining Producers ETF 0.1 39 21 11.3 +7.1
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -15 5.4 +1.2
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 11 9.2 +5.0
SFYX SoFi Next 500 ETF 0.1 0 60 5.8 +1.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 39 3.5 -0.7
ROUS Hartford Multifactor US Equity ETF 0.1 19 41 7.0 +2.8
FMDE Fidelity Enhanced Mid Cap ETF 0.1 23 37 5.9 +1.7
SCHE Schwab Emerging Markets Equity ETF 0.1 11 49 10.6 +6.4
STXM Strive Mid-Cap ETF 0.1 18 42 6.2 +2.0
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 7 7.4 +3.2
DXUV Dimensional US Vector Equity ETF 0.1 28 32 6.2 +2.0
DFUV Dimensional US Marketwide Value ETF 0.1 22 38 7.5 +3.3
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 53 10.2 +6.0
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 32 5.5 +1.3
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 41 8.7 +4.5
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 51 9.9 +5.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 28 4.9 +0.7
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.1 15 45 9.7 +5.5
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 27 8.2 +4.0
EEMO Invesco S&P Emerging Markets Momentum ETF 0.0 29 31 6.5 +2.3
BKF iShares MSCI BIC ETF 0.0 69 -9 13.4 +9.2
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.0 15 45 7.4 +3.2
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -6 8.9 +4.7
XC WisdomTree Emerging Markets Ex-China Fund 0.0 32 28 6.3 +2.1
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 11 9.5 +5.3
CCMG CCM Global Equity ETF 0.0 34 26 8.4 +4.2
REVS Columbia Research Enhanced Value ETF 0.0 19 41 7.6 +3.4
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 45 7.8 +3.6
AVSU Avantis Responsible U.S. Equity ETF 0.0 15 45 5.9 +1.7
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -10 8.7 +4.5
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 30 8.9 +4.7
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.0 30 30 9.7 +5.5
EEM iShares MSCI Emerging Markets ETF 0.0 69 -9 9.6 +5.4
GVLU Gotham 1000 Value ETF 0.0 50 10 9.2 +5.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.0 15 45 4.6 +0.4
RECS Columbia Research Enhanced Core ETF 0.0 15 45 5.5 +1.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.0 5 55 8.1 +3.9
DSI iShares MSCI KLD 400 Social ETF 0.0 25 35 4.6 +0.4
DEHP Dimensional Emerging Markets High Profitability ETF 0.0 41 19 6.3 +2.1
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.0 50 10 10.7 +6.5
NUSC Nuveen ESG Small-Cap ETF 0.0 31 29 5.3 +1.1
ESGV Vanguard ESG U.S. Stock ETF 0.0 9 51 4.6 +0.4
HKND Humankind US Stock ETF 0.0 11 49 7.0 +2.8

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
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
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 First Trust Global Wind Energy ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 5.8 %
Divided by: Fwd. P/BV 1.2 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 4.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 CATEGORY
AVERAGE		 1.58
 
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.