Fidelity Crypto Industry and Digital Payments ETF
ALTAR
Score™		 -1.3% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 93.7x P/Sales
ratio		 4.7x
P/BV
ratio		 4.9x Div.
yield		 0.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
FDIG tracks the Fidelity Crypto Industry and Digital Payments Index.

FUND BASICS
Category US Equities
Fund Sponsor Fidelity
Website institutional.fidelity.com/app/fund/etf/snapshot/FIIS_ETF_FDIG.html
Inception date Apr 19, 2022
Assets (mns) $128
Currency USD
Expense ratio 39 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Market Cap
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 48
Wgt avg mkt cap (mns) $28,347
Large cap (>$10bn) 28.7%
Mid cap ($2-10bn) 26.3%
Small cap (<$2bn) 45.0%
Developed mkts 92.0%
Emerging mkts 8.0%

TOP TEN HOLDINGS
COINBASE GLOBAL, INC. CLASS A 11.5 %
MARATHON DIGITAL HOLDINGS INC 9.4 %
CLEANSPARK, INC. 6.9 %
RIOT BLOCKCHAIN INC 6.0 %
TERAWULF INC. 4.9 %
HUT 8 CORP 4.6 %
CIPHER MINING INC 3.8 %
IRIS ENERGY LTD. 3.7 %
CORE SCIENTIFIC INC 3.7 %
BITFARMS LTD. 3.5 %
Total 58.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 57.4 %
CANADA 11.3 %
AUSTRALIA 3.7 %
BRAZIL 3.0 %
FRANCE 2.3 %
CHINA 2.2 %
GERMANY 2.1 %
JAPAN 1.5 %
ITALY 1.3 %
UAE 1.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
-7.2% 24.6% -- -- 11.7%

Market Correlations
versus... Beta R-squared
S&P500 1.85 46%
MSCI EAFE 1.73 29%
MSCI Emg. Mkts. 1.77 37%

Technical Indicators
Recent close $35.61
30d moving avg. $36.17
Annualized volatility 63.3%
Short interest (ETF) 1.9%
Relative strength (RSI) 44

Liquidity measures
Avg. volume (thou.) 36
Turnover 1.0%
Bid/Ask (% of price) 0.76%
ADV underlying (mns) $5,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 716 potential alternatives to the Fidelity Crypto Industry and Digital Payments ETF ETF based on the alternatives' overlap in portfolio holdings with FDIG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FDIG Expense: 39 bp ALTAR Score™: -1.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FDIG
Ticker Fund
Name		 Overlap1
vs FDIG
(%)		 Expense
ratio
(bp)		 Savings
vs FDIG
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs FDIG
(%)
MNRS Grayscale Bitcoin Miners ETF 39.5 59 -20 -2.8 -1.4
DAPP VanEck Digital Transformation ETF 37.5 50 -11 0.0 +1.3
IBLC iShares Blockchain and Tech ETF 35.5 47 -8 -1.4 -0.0
WGMI Valkyrie Bitcoin Miners ETF 33.7 75 -36 -3.5 -2.1
BITQ Bitwise Crypto Industry Innovators ETF 31.9 85 -46 -2.4 -1.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 25.6 68 -29 0.8 +2.1
BWEB Bitwise Web3 ETF 25.3 85 -46 -0.0 +1.3
SATO Invesco Alerian Galaxy Crypto Economy ETF 23.2 61 -22 -0.7 +0.6
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 20.9 75 -36 6.3 +7.6
BLOK Amplify Transformational Data Sharing ETF 19.8 75 -36 -0.1 +1.3
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 19.5 85 -46 0.0 +1.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 17.6 61 -22 1.5 +2.8
BCOR Grayscale Bitcoin Adopters ETF 14.9 59 -20 1.9 +3.2
FINX Global X FinTech ETF 14.6 68 -29 3.0 +4.4
BPAY BlackRock Future Financial and Technology ETF 12.7 70 -31 5.9 +7.3
STCE Schwab Crypto Thematic ETF 10.5 30 9 3.1 +4.4
TCAI Tortoise AI Infrastructure ETF 8.3 65 -26 1.8 +3.1
ARKF ARK Fintech Innovation ETF 7.4 75 -36 0.2 +1.6
PTF Invesco Dorsey Wright Technology Momentum ETF 6.5 60 -21 -1.1 +0.3
ARKK ARK Innovation ETF 6.3 75 -36 -3.2 -1.8
FDFF Fidelity Disruptive Finance ETF 5.9 50 -11 5.7 +7.1
BUZZ VanEck Social Sentiment ETF 5.8 75 -36 -0.7 +0.7
ARKW ARK Next Generation Internet ETF 5.8 87 -48 0.8 +2.1
RSPF Invesco S&P 500 Equal Weight Financials ETF 5.6 40 -1 6.8 +8.2
XSW State Street SPDR S&P Software & Services ETF 5.5 35 4 3.0 +4.4
HYP Golden Eagle Dynamic Hypergrowth ETF 5.5 85 -46 -0.8 +0.6
BUYZ Franklin Disruptive Commerce ETF 5.2 50 -11 2.4 +3.7
PSCT Invesco S&P SmallCap Information Technology ETF 5.1 29 10 4.2 +5.5
DTEC ALPS Disruptive Technologies ETF 4.9 50 -11 3.9 +5.2
SPRX Spear Alpha ETF 4.9 75 -36 -0.8 +0.5
PSET Principal Quality ETF 4.8 15 24 5.0 +6.3
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.8 85 -46 4.3 +5.6
PWB Invesco Large Cap Growth ETF 4.7 56 -17 2.3 +3.6
FDG American Century Focused Dynamic Growth ETF 4.6 45 -6 1.9 +3.2
PCGG Polen Capital Global Growth ETF 4.6 85 -46 3.9 +5.2
DUNK Dana Unconstrained Equity ETF 4.6 75 -36 2.2 +3.5
AOTS AOT Software Platform ETF 4.3 49 -10 4.7 +6.0
XLF Financial Select Sector SPDR 4.2 8 31 6.1 +7.4
VFH Vanguard Financials ETF 4.2 9 30 6.5 +7.9
FNCL Fidelity MSCI Financials Index ETF 4.1 8 31 6.5 +7.8
IVRS iShares Future Metaverse Tech and Communications ETF 4.1 47 -8 5.1 +6.4
RVER Trenchless Fund ETF 3.9 65 -26 0.8 +2.1
GINN Goldman Sachs Innovate Equity ETF 3.8 52 -13 4.0 +5.4
CGGR Capital Group Growth ETF 3.7 39 0 2.7 +4.0
IYG iShares US Financial Services ETF 3.7 40 -1 5.7 +7.0
IXG iShares Global Financials ETF 3.7 42 -3 6.8 +8.1
YALL God Bless America ETF 3.7 65 -26 4.2 +5.5
IYJ iShares U.S. Industrials ETF 3.6 40 -1 4.1 +5.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 3.6 40 -1 3.6 +4.9
JEPI JPMorgan Equity Premium Income ETF 3.6 35 4 4.8 +6.2
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 3.6 40 -1 4.4 +5.7
CBSE Clough Select Equity ETF 3.5 85 -46 0.5 +1.9
PNQI Invesco NASDAQ Internet ETF 3.4 60 -21 3.8 +5.1
FFF Founders 100 ETF 3.4 75 -36 2.8 +4.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.4 20 19 0.9 +2.2
LVDS JPMorgan Fundamental Data Science Large Value ETF 3.3 49 -10 5.3 +6.7
SPGP Invesco S&P 500 GARP ETF 3.3 34 5 6.1 +7.4
CZAR Themes Natural Monopoly ETF 3.3 35 4 5.4 +6.8
DUHP Dimensional US High Profitability ETF 3.3 21 18 5.3 +6.6
XPND First Trust Expanded Technology ETF 3.3 65 -26 3.2 +4.6
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 3.2 49 -10 5.2 +6.6
SCHG Schwab U.S. Large-Cap Growth ETF 3.2 4 35 3.5 +4.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.2 60 -21 6.3 +7.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.2 9 30 4.7 +6.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.2 10 29 4.0 +5.3
GURU Global X Guru Index ETF 3.1 75 -36 2.7 +4.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.1 12 27 3.6 +4.9
IVES Wedbush ETFMG Global Cloud Technology ETF 3.1 68 -29 4.3 +5.6
JSTC Adasina Social Justice All Cap Global ETF 3.1 89 -50 4.8 +6.2
USXF iShares ESG Advanced MSCI USA ETF 3.1 10 29 4.3 +5.6
VSLU Applied Finance Valuation Large Cap ETF 3.1 49 -10 5.1 +6.4
VEGN US Vegan Climate ETF 3.1 60 -21 4.3 +5.6
QGRW WisdomTree U.S. Quality Growth Fund 3.1 28 11 3.1 +4.4
IWFG IQ Winslow Focused Large Cap Growth ETF 3.1 65 -26 2.3 +3.6
FFOG Franklin Focused Growth ETF 3.1 61 -22 1.8 +3.1
PRXG Praxis Impact Large Cap Growth ETF 3.0 36 3 3.4 +4.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.0 19 20 5.3 +6.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 3.0 15 24 5.2 +6.5
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 3.0 10 29 4.0 +5.3
VONG Vanguard Russell 1000 Growth ETF 3.0 7 32 3.7 +5.1
IWF iShares Russell 1000 Growth ETF 3.0 19 20 3.6 +4.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.0 29 10 4.2 +5.5
PFM Invesco Dividend Achievers ETF 3.0 53 -14 4.8 +6.2
SPHQ Invesco S&P 500 Quality ETF 3.0 15 24 4.9 +6.2
FLQL Franklin LibertyQ U.S. Equity ETF 3.0 15 24 4.9 +6.2
GVIP Goldman Sachs Hedge Industry VIP ETF 3.0 45 -6 2.8 +4.1
MBCC Monarch Blue Chips Core ETF 3.0 125 -86 4.0 +5.4
NULC Nuveen ESG Large-Cap ETF 3.0 21 18 4.3 +5.7
NULG Nuveen ESG Large-Cap Growth ETF 3.0 26 13 3.2 +4.5
QLV FlexShares US Quality Low Volatility Index Fund 3.0 22 17 5.0 +6.4
SXQG ETC 6 Meridian Quality Growth ETF 3.0 100 -61 2.9 +4.3
TDV ProShares S&P Technology Dividend Aristocrats ETF 3.0 45 -6 5.6 +6.9
USMC Principal U.S. Mega-Cap ETF 3.0 12 27 3.8 +5.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.0 15 24 6.1 +7.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.0 15 24 7.2 +8.6
SNPG Xtrackers S&P 500 Growth ESG ETF 3.0 15 24 4.2 +5.6
HAPI Harbor Human Capital Factor US Large Cap ETF 3.0 36 3 4.4 +5.7
LOWV AB US Low Volatility Equity ETF 3.0 48 -9 4.4 +5.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.0 48 -9 5.5 +6.9
EMOT First Trust S&P 500 Economic Moat ETF 3.0 60 -21 7.9 +9.2
FTCE First Trust New Constructs Core Earnings Leaders ETF 3.0 60 -21 4.9 +6.2
FTCS First Trust Capital Strength ETF 3.0 55 -16 5.4 +6.7
IWY iShares Russell Top 200 Growth ETF 3.0 20 19 3.7 +5.1
QUAL iShares MSCI USA Quality Factor ETF 3.0 15 24 4.7 +6.0
TOPT iShares Top 20 U.S. Stocks ETF 3.0 20 19 3.4 +4.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.0 65 -26 3.7 +5.1
LEAD Siren DIVCON Leaders Dividend ETF 3.0 43 -4 3.8 +5.2
TMFC Motley Fool 100 Index ETF 3.0 50 -11 3.2 +4.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.0 50 -11 3.5 +4.8
VUSE Vident U.S. Equity Strategy ETF 3.0 50 -11 3.9 +5.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 3.0 15 24 4.5 +5.9
STXD Strive 1000 Dividend Growth ETF 3.0 35 4 4.6 +5.9
TOLL Tema Durable Quality ETF 3.0 75 -36 4.3 +5.6
BEEZ Honeytree U.S. Equity ETF 3.0 64 -25 3.7 +5.0
SEMG Suncoast Select Growth ETF 3.0 60 -21 3.8 +5.1
AKRE Akre Focus ETF 3.0 106 -67 4.3 +5.6
MGK Vanguard Mega Cap Growth ETF 3.0 7 32 3.6 +4.9
VDIG Vanguard Wellington Dividend Growth Active ETF 3.0 40 -1 4.6 +5.9
VIG Vanguard Dividend Appreciation ETF 3.0 5 34 5.1 +6.4
CAML Congress Large Cap Growth ETF 3.0 66 -27 2.5 +3.8
JQUA JPMorgan U.S. Quality Factor ETF 3.0 12 27 5.3 +6.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.0 10 29 4.5 +5.8
TIME Clockwise Core Equity & Innovation ETF 3.0 95 -56 2.3 +3.6
FLRG Fidelity U.S. Multifactor ETF 3.0 15 24 6.1 +7.4
SPXT ProShares S&P 500 Ex-Technology ETF 2.9 9 30 5.0 +6.3
VUG Vanguard Growth ETF 2.9 4 35 3.6 +4.9
FELG Fidelity Enhanced Large Cap Growth ETF 2.9 18 21 3.5 +4.8
ABFL Abacus FCF Leaders ETF 2.9 59 -20 4.0 +5.4
ANEW ProShares MSCI Transformational Changes ETF 2.9 45 -6 4.6 +5.9
SPMV Invesco S&P 500 Minimum Variance ETF 2.9 10 29 5.1 +6.4
MODL VictoryShares WestEnd U.S. Sector ETF 2.9 42 -3 4.3 +5.7
SUSL iShares ESG MSCI USA Leaders ETF 2.9 10 29 4.5 +5.8
FDNI First Trust Dow Jones International Internet ETF 2.9 65 -26 21.9 +23.2
AQLT iShares MSCI Global Quality Factor ETF 2.9 18 21 0.0 +1.3
FDMO Fidelity Momentum Factor ETF 2.9 15 24 2.7 +4.1
DSI iShares MSCI KLD 400 Social ETF 2.9 25 14 4.5 +5.8
XLG Invesco S&P 500 Top 50 ETF 2.8 20 19 3.8 +5.2
ILCG iShares Morningstar Growth ETF 2.8 4 35 3.3 +4.6
GLBL Pacer MSCI World Industry Advantage ETF 2.8 65 -26 3.8 +5.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.8 7 32 4.6 +6.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.7 49 -10 4.0 +5.3
TMAT Main Thematic Innovation ETF 2.7 164 -125 -2.0 -0.7
ISHP First Trust Nasdaq Retail ETF 2.7 60 -21 5.3 +6.6
EGUS iShares ESG Aware MSCI USA Growth ETF 2.7 18 21 3.3 +4.6
NACP Impact Shares NAACP Minority Empowerment ETF 2.7 49 -10 4.2 +5.6
FQAL Fidelity Quality Factor ETF 2.7 15 24 5.0 +6.3
SNPE Xtrackers S&P 500 ESG ETF 2.7 10 29 4.6 +6.0
JGRO JPMorgan Active Growth ETF 2.7 44 -5 2.6 +3.9
XMAG Defiance Large Cap ex-Mag 7 ETF 2.6 35 4 4.7 +6.0
FDLO Fidelity Low Volatility Factor ETF 2.6 15 24 4.9 +6.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.6 8 31 4.7 +6.0
AVUQ Avantis U.S. Quality ETF 2.6 15 24 3.8 +5.2
OALC OneAscent Large Cap Core ETF 2.5 86 -47 3.8 +5.1
LCLG Logan Capital Broad Innovative Growth ETF 2.5 99 -60 3.3 +4.7
LGRO Level Four Large Cap Growth Active ETF 2.5 55 -16 4.0 +5.3
AOTG AOT Growth and Innovation ETF 2.5 75 -36 1.6 +2.9
SPHB Invesco S&P 500 High Beta ETF 2.5 25 14 4.4 +5.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.4 18 21 5.1 +6.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.4 20 19 4.6 +5.9
KLMN Invesco MSCI North America Climate ETF 2.4 9 30 4.6 +5.9
OEI Optimized Equity Income ETF 2.4 75 -36 3.5 +4.8
QVML Invesco S&P 500 QVM Multi-factor ETF 2.4 11 28 4.7 +6.0
THRO iShares U.S. Thematic Rotation Active ETF 2.4 90 -51 3.5 +4.8
RDVY First Trust Rising Dividend Achievers ETF 2.3 50 -11 5.5 +6.8
SFYF SoFi Social 50 ETF 2.3 29 10 0.9 +2.2
CGGO Capital Group Global Growth Equity ETF 2.3 47 -8 4.6 +5.9
OEF iShares S&P 100 ETF 2.3 20 19 4.1 +5.5
INRO iShares U.S. Industry Rotation Active ETF 2.3 42 -3 3.9 +5.2
FYC First Trust Small Cap Growth AlphaDEX Fund 2.3 71 -32 -0.6 +0.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.2 35 4 3.5 +4.8
STXG Strive 1000 Growth ETF 2.2 18 21 3.5 +4.8
TRFM AAM Transformers ETF 2.2 49 -10 1.2 +2.6
METV Roundhill Ball Metaverse ETF 2.2 59 -20 8.6 +10.0
INCE Franklin Income Equity Focus ETF 2.2 29 10 5.4 +6.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.2 61 -22 6.2 +7.5
DGRW WisdomTree US Quality Dividend Growth Fund 2.2 28 11 5.1 +6.5
SPXV ProShares S&P 500 Ex-Health Care ETF 2.2 9 30 4.2 +5.6
TOPC iShares S&P 500 3% Capped ETF 2.2 15 24 4.7 +6.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.1 15 24 4.6 +6.0
DSPY Tema S&P 500 Historical Weight ETF 2.1 18 21 4.7 +6.1
GPT Intelligent Alpha Atlas ETF 2.1 69 -30 6.5 +7.8
JOET Virtus Terranova US Quality Momentum ETF 2.1 29 10 4.1 +5.4
CGUS Capital Group Core Equity ETF 2.1 33 6 3.8 +5.2
RVRB Reverb ETF 2.1 30 9 4.2 +5.5
TTAC FCF US Quality ETF 2.1 59 -20 5.3 +6.6
ENHU iShares Enhanced Large Cap Core Active ETF 2.1 22 17 4.4 +5.8
FCPI Fidelity Stocks for Inflation ETF 2.1 15 24 6.1 +7.5
CATH Global X S&P 500 Catholic Values Custom ETF 2.1 29 10 4.3 +5.6
IWC iShares Micro-Cap ETF 2.1 60 -21 -1.5 -0.2
PY Principal Value ETF 2.1 15 24 7.3 +8.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.0 10 29 4.6 +6.0
SGLC SGI U.S. Large Cap Core ETF 2.0 85 -46 4.1 +5.4
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 30 4.5 +5.9
PBUS Invesco MSCI USA ETF 2.0 4 35 4.5 +5.8
FFLC Fidelity Fundamental Large Cap Core ETF 2.0 38 1 4.2 +5.5
RNSC Furst Trust Small Cap US Equity Select ETF 2.0 60 -21 4.6 +5.9
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 2.0 86 -47 0.3 +1.6
SPXE ProShares S&P 500 Ex-Energy ETF 2.0 9 30 4.4 +5.7
USMV iShares MSCI USA Min Vol Factor ETF 2.0 15 24 5.2 +6.5
XVV iShares ESG Screened S&P 500 ETF 2.0 8 31 4.4 +5.8
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 14 5.7 +7.0
SUSA iShares MSCI USA ESG Select ETF 2.0 25 14 4.3 +5.7
MGC Vanguard Mega Cap ETF 2.0 7 32 4.2 +5.5
CHGX AXS Change Finance ESG ETF 2.0 49 -10 4.9 +6.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.0 7 32 4.4 +5.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.0 2 37 4.5 +5.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.0 32 7 4.3 +5.6
VOTE TCW Transform 500 ETF 1.9 5 34 4.4 +5.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.9 9 30 4.6 +6.0
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 39 4.5 +5.8
DAK Dakota Active Equity ETF 1.9 43 -4 4.0 +5.3
IWL iShares Russell Top 200 ETF 1.9 15 24 4.2 +5.5
SPLV Invesco S&P 500 Low Volatility ETF 1.9 25 14 4.9 +6.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.9 25 14 4.8 +6.2
VOOG Vanguard S&P 500 Growth ETF 1.9 7 32 3.3 +4.6
GSPY Gotham Enhanced 500 ETF 1.9 50 -11 4.8 +6.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.9 4 35 3.3 +4.7
IVW iShares S&P 500 Growth ETF 1.9 18 21 3.2 +4.5
QWLD SPDR MSCI World StrategicFactors ETF 1.9 30 9 5.3 +6.6
CHRI Global X S&P 500 Christian Values ETF 1.9 29 10 4.3 +5.6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 19 4.3 +5.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.8 11 28 4.4 +5.8
ACVF American Conservative Values ETF 1.8 75 -36 4.0 +5.3
FBCG Fidelity Blue Chip Growth ETF 1.8 59 -20 2.5 +3.8
IUSG iShares Core S&P U.S. Growth ETF 1.8 4 35 3.4 +4.7
FELC Fidelity Enhanced Large Cap Core ETF 1.8 18 21 4.7 +6.0
LRGF iShares U.S. Equity Factor ETF 1.8 8 31 5.0 +6.3
TOV JLens 500 Jewish Advocacy U.S. ETF 1.8 18 21 4.2 +5.6
SPYM State Street SPDR Portfolio S&P 500 ETF 1.8 2 37 4.5 +5.9
SPY SPDR S&P 500 ETF 1.8 9 30 4.5 +5.8
IVV iShares Core S&P 500 ETF 1.8 3 36 4.5 +5.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.8 65 -26 5.3 +6.6
VOO Vanguard S&P 500 ETF 1.8 3 36 4.5 +5.8
HDUS Hartford Disciplined US Equity ETF 1.8 19 20 5.0 +6.4
STRV Strive 500 ETF 1.8 5 34 4.4 +5.7
VOT Vanguard Mid-Cap Growth ETF 1.8 7 32 3.3 +4.6
ILCB iShares Morningstar U.S. Equity ETF 1.8 3 36 4.4 +5.7
RAUS RACWI US ETF 1.8 15 24 4.5 +5.8
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 24 4.5 +5.8
GXLC Global X U.S. 500 ETF 1.8 2 37 4.4 +5.7
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.8 30 9 4.4 +5.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.7 65 -26 8.1 +9.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 30 4.7 +6.0
VV Vanguard Large-Cap ETF 1.7 4 35 4.4 +5.7
SHRY First Trust Bloomberg Shareholder Yield ETF 1.7 60 -21 8.4 +9.8
DFSU Dimensional US Sustainability Core 1 ETF 1.7 18 21 5.0 +6.3
ROE Astoria US Quality Kings ETF 1.7 49 -10 5.8 +7.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 25 4.5 +5.8
SCHX Schwab U.S. Large-Cap ETF 1.7 3 36 4.6 +5.9
AVSU Avantis Responsible U.S. Equity ETF 1.7 15 24 5.5 +6.8
EPS WisdomTree U.S. LargeCap Fund 1.7 8 31 5.1 +6.4
VOOV Vanguard S&P 500 Value ETF 1.7 7 32 5.9 +7.2
RAFE PIMCO RAFI ESG U.S. ETF 1.7 29 10 6.8 +8.1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.7 3 36 4.7 +6.0
IVE iShares S&P 500 Value ETF 1.7 18 21 5.8 +7.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.7 4 35 5.9 +7.2
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 1.7 75 -36 2.3 +3.6
IYY iShares Dow Jones U.S. ETF 1.7 20 19 4.4 +5.7
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -40 3.6 +4.9
KLMT Invesco MSCI Global Climate 500 ETF 1.7 10 29 5.4 +6.7
VONE Vanguard Russell 1000 ETF 1.7 7 32 4.5 +5.9
SCHK Schwab 1000 Index ETF 1.7 5 34 4.6 +5.9
IWB iShares Russell 1000 ETF 1.7 15 24 4.5 +5.8
ALTL Pacer Lunt Large Cap Alternator ETF 1.7 60 -21 4.8 +6.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.6 25 14 5.7 +7.1
DFUS Dimensional U.S. Equity ETF 1.6 9 30 4.4 +5.7
IWV iShares Russell 3000 ETF 1.6 20 19 4.3 +5.7
QGRO American Century U.S. Quality Growth ETF 1.6 29 10 4.0 +5.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 36 4.5 +5.8
DCOR Dimensional US Core Equity 1 ETF 1.6 14 25 4.9 +6.3
VTHR Vanguard Russell 3000 ETF 1.6 7 32 4.4 +5.8
VTI Vanguard Total Stock Market ETF 1.6 3 36 4.4 +5.8
SCHB Schwab U.S. Broad Market ETF 1.6 3 36 4.5 +5.9
IUSV iShares Core S&P US Value ETF 1.6 4 35 6.1 +7.4
AIEQ AI Powered Equity ETF 1.6 75 -36 4.0 +5.3
SFY SoFi Select 500 ETF 1.6 0 39 4.1 +5.4
USEW Cambria US EW ETF 1.6 30 9 4.4 +5.7
DFAU Dimensional US Core Equity Market ETF 1.6 12 27 4.6 +6.0
IWN iShares Russell 2000 Value ETF 1.6 24 15 5.3 +6.7
TOK iShares MSCI Kokusai ETF 1.6 26 13 4.6 +5.9
VTWV Vanguard Russell 2000 Value ETF 1.6 10 29 5.5 +6.8
WOMN Impact Shares YWCA Women's Empowerment ETF 1.5 75 -36 5.0 +6.3
LOUP Innovator Deepwater Frontier Tech ETF 1.5 70 -31 1.2 +2.5
MVPA Miller Value Partners Appreciation ETF 1.5 60 -21 10.6 +12.0
PDP Invesco Dorsey Wright Momentum ETF 1.5 62 -23 1.7 +3.0
PFI Invesco Dorsey Wright Financial Momentum ETF 1.5 60 -21 5.2 +6.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.5 39 0 3.9 +5.3
FSST Fidelity Sustainable U.S. Equity ETF 1.5 59 -20 3.3 +4.6
GGRW Gabelli Growth Innovators ETF 1.5 90 -51 2.1 +3.5
RAYD Rayliant Quantitative Developed Market Equity ETF 1.5 80 -41 3.8 +5.1
GQI Natixis Gateway Quality Income ETF 1.5 34 5 4.6 +5.9
JGLO JPMorgan Global Select Equity ETF 1.5 33 6 4.5 +5.8
JPEF JPMorgan Equity Focus ETF 1.5 50 -11 4.0 +5.3
FTGS First Trust Growth Strength ETF 1.5 60 -21 3.7 +5.0
BELT iShares Long-Term U.S. Equity Active ETF 1.5 75 -36 2.5 +3.9
TMFG Motley Fool Global Opportunities ETF 1.5 85 -46 4.0 +5.3
JGRW Jensen Quality Growth ETF 1.5 57 -18 4.1 +5.5
LQPE PEO AlphaQuest Thematic PE ETF 1.5 125 -86 5.2 +6.5
YOKE Yoke Core ETF 1.5 42 -3 3.9 +5.3
ABIG Argent Large Cap ETF 1.5 49 -10 4.6 +6.0
RW Rainwater Equity ETF 1.5 125 -86 3.0 +4.3
VUSG Vanguard Wellington U.S. Growth Active ETF 1.5 35 4 2.6 +4.0
IDMO Invesco S&P International Developed Momentum ETF 1.5 25 14 5.5 +6.8
BBCA JPMorgan BetaBuilders Canada ETF 1.5 19 20 5.6 +6.9
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.5 42 -3 4.3 +5.6
FLCA Franklin FTSE Canada ETF 1.5 9 30 5.7 +7.0
JIG JPMorgan International Growth ETF 1.5 55 -16 3.9 +5.2
WCLD WisdomTree Cloud Computing Fund 1.5 45 -6 1.6 +2.9
NBDS Neuberger Berman Disrupters ETF 1.5 55 -16 1.0 +2.3
SAMM Strategas Macro Momentum ETF 1.5 66 -27 3.9 +5.2
FDTX Fidelity Disruptive Technology ETF 1.5 50 -11 2.2 +3.5
EWC iShares MSCI Canada ETF 1.5 50 -11 5.3 +6.7
TOGA Tremblant Global ETF 1.5 69 -30 -0.2 +1.2
PIEL Pacer International Export Leaders ETF 1.5 60 -21 4.5 +5.8
SFTY Horizon Managed Risk ETF 1.5 77 -38 3.7 +5.1
AVUS Avantis U.S. Equity ETF 1.5 15 24 5.2 +6.5
STOX Horizon Core Equity ETF 1.5 70 -31 3.8 +5.2
JHML John Hancock Multifactor Large Cap ETF 1.5 29 10 4.8 +6.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.5 75 -36 2.6 +3.9
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 4 3.7 +5.0
DFVX Dimensional US Large Cap Vector ETF 1.5 22 17 5.5 +6.9
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 22 5.0 +6.4
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 0 7.7 +9.1
DGRO iShares Core Dividend Growth ETF 1.5 8 31 5.7 +7.1
RUNN Running Oak Efficient Growth ETF 1.5 58 -19 4.8 +6.1
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -36 4.3 +5.7
SPMO Invesco S&P 500 Momentum ETF 1.5 13 26 3.6 +4.9
SURE AdvisorShares Insiders Advantage ETF 1.5 90 -51 8.5 +9.9
FDVV Fidelity High Dividend ETF 1.5 15 24 7.1 +8.4
FFND Future Fund Active ETF 1.5 100 -61 4.6 +5.9
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -20 2.8 +4.2
YLDE ClearBridge Dividend Strategy ESG ETF 1.5 60 -21 5.2 +6.5
DVND Touchstone Dividend Select ETF 1.5 67 -28 5.5 +6.8
LCF Touchstone US Large Cap Focused ETF 1.5 69 -30 3.9 +5.2
QLTY GMO U.S. Quality ETF 1.5 50 -11 4.3 +5.6
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -9 4.1 +5.4
QUVU Hartford Quality Value ETF 1.5 46 -7 5.9 +7.2
USSE Segall Bryant & Hamill Select Equity ETF 1.5 65 -26 3.3 +4.6
AGRW Allspring LT Large Growth ETF 1.5 35 4 3.5 +4.8
EDOW First Trust Dow 30 Equal Weight ETF 1.5 50 -11 4.8 +6.1
BLCR iShares Large Cap Core Active ETF 1.5 36 3 3.2 +4.6
DIA SPDR Dow Jones Industrial Average ETF 1.5 16 23 5.0 +6.3
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.5 20 19 4.9 +6.2
COWS Amplify Cash Flow Dividend Leaders ETF 1.5 0 39 7.7 +9.0
BDIV AAM Brentview Dividend Growth ETF 1.5 49 -10 3.8 +5.1
RGEF Rockefeller Global Equity ETF 1.5 55 -16 4.2 +5.5
KAT Scharf ETF 1.5 87 -48 6.1 +7.5
AQEC AQE Core ETF 1.5 49 -10 5.2 +6.5
DVGR DAC 3D Dividend Growth ETF 1.5 65 -26 4.9 +6.2
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 4 6.5 +7.9
URTH iShares MSCI World ETF 1.5 24 15 4.7 +6.0
DLN WisdomTree U.S. LargeCap Dividend Fund 1.5 28 11 5.6 +7.0
FUNL CornerCap Fundametrics Large-Cap ETF 1.5 50 -11 6.1 +7.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.5 29 10 6.0 +7.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.4 12 27 4.8 +6.1
RFFC ALPS Active Equity Opportunity ETF 1.4 48 -9 3.9 +5.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.4 25 14 5.3 +6.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 19 5.1 +6.4
AFLG First Trust Active Factor Large Cap ETF 1.4 55 -16 5.4 +6.7
FVAL Fidelity Value Factor ETF 1.4 15 24 6.4 +7.7
DXUV Dimensional US Vector Equity ETF 1.4 28 11 5.6 +7.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.4 9 30 4.2 +5.5
CVAR Cultivar ETF 1.4 87 -48 7.1 +8.4
SRHQ SRH U.S. Quality ETF 1.3 35 4 6.7 +8.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.3 64 -25 1.5 +2.8
DSMC Distillate Small/Mid Cash Flow ETF 1.3 55 -16 11.7 +13.0
APUE ActivePassive U.S. Equity ETF 1.3 45 -6 4.3 +5.6
DTD WisdomTree U.S. Total Dividend Fund 1.3 28 11 5.9 +7.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.3 35 4 4.8 +6.2
ACWI iShares MSCI ACWI ETF 1.3 32 7 5.0 +6.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.3 70 -31 4.6 +5.9
KCE State Street SPDR S&P Capital Markets ETF 1.3 35 4 6.5 +7.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 35 5.8 +7.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.3 75 -36 3.5 +4.8
MOTI VanEck Morningstar International Moat ETF 1.3 58 -19 9.5 +10.9
FDWM Fidelity Women's Leadership ETF 1.2 59 -20 3.7 +5.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.2 7 32 6.6 +7.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 30 5.3 +6.6
EUSA iShares MSCI USA Equal Weighted ETF 1.2 9 30 5.8 +7.1
VFMO Vanguard U.S. Momentum Factor ETF 1.2 13 26 1.9 +3.2
RPG Invesco S&P 500 Pure Growth ETF 1.2 35 4 3.0 +4.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.2 52 -13 5.6 +6.9
IOO iShares Global 100 ETF 1.2 41 -2 4.2 +5.5
IWM iShares Russell 2000 ETF 1.1 19 20 3.0 +4.3
VT Vanguard Total World Stock ETF 1.1 6 33 5.4 +6.7
RSSL Global X Russell 2000 ETF 1.1 8 31 3.0 +4.4
IUS Invesco RAFI Strategic US ETF 1.1 19 20 6.0 +7.4
CRTC Xtrackers US National Critical Technologies ETF 1.1 35 4 4.3 +5.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -31 2.3 +3.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 19 6.0 +7.3
GOP Unusual Whales Subversive Republican Trading ETF 1.1 50 -11 4.7 +6.0
QQQ Invesco QQQ Trust Series I 1.1 20 19 3.6 +4.9
QQQM Invesco NASDAQ 100 ETF 1.1 15 24 3.6 +5.0
GEW Cambria Global EW ETF 1.1 29 10 5.6 +7.0
KRMA Global X Conscious Companies ETF 1.1 43 -4 5.6 +6.9
GLOF iShares Global Equity Factor ETF 1.0 20 19 6.0 +7.4
FTC First Trust Large Cap Growth AlphaDEX Fund 1.0 59 -20 2.0 +3.4
XDAT Franklin Exponential Data ETF 1.0 50 -11 1.3 +2.6
IWP iShares Russell Mid-Cap Growth ETF 1.0 23 16 2.9 +4.2
SIZE iShares MSCI USA Size Factor ETF 1.0 15 24 5.8 +7.1
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -37 3.6 +4.9
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 33 3.0 +4.3
IGV iShares Expanded Tech-Software Sector ETF 1.0 41 -2 3.6 +4.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.0 60 -21 -1.0 +0.4
VTWO Vanguard Russell 2000 ETF 1.0 7 32 3.1 +4.4
PSC Principal U.S. Small-Cap ETF 1.0 38 1 4.1 +5.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.0 9 30 5.5 +6.8
EBI Longview Advantage ETF 1.0 35 4 6.4 +7.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.9 15 24 6.9 +8.2
STXK Strive Small-Cap ETF 0.9 18 21 5.6 +7.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.9 35 4 3.9 +5.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.9 61 -22 6.1 +7.4
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.9 12 27 3.8 +5.2
IEDI iShares U.S. Consumer Focused ETF 0.9 18 21 4.9 +6.3
FLN First Trust Latin America AlphaDEX Fund 0.9 80 -41 10.3 +11.6
FXO First Trust Financials AlphaDEX Fund 0.9 62 -23 8.7 +10.1
DBSC Deepwater Beachfront Small Cap ETF 0.9 85 -46 1.3 +2.7
CGIE Capital Group International Equity ETF 0.9 54 -15 4.8 +6.1
STXI Strive International Developed Markets ETF 0.9 29 10 6.0 +7.3
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 33 3.7 +5.0
WSGE Warren Street Global Equity ETF 0.9 80 -41 3.1 +4.4
ITEQ BlueStar Israel Technology ETF 0.9 75 -36 1.3 +2.6
BKIE BNY Mellon International Equity ETF 0.9 4 35 6.3 +7.6
CFA VictoryShares US 500 Volatility Wtd ETF 0.8 35 4 5.5 +6.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.8 40 -1 5.4 +6.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.8 30 9 4.1 +5.4
BFOR ALPS Barron's 400 ETF 0.8 65 -26 5.3 +6.6
VO Vanguard Mid-Cap ETF 0.8 4 35 5.5 +6.9
RSP Invesco S&P 500 Equal Weight ETF 0.8 20 19 6.2 +7.5
WCEO Hypatia Women CEO ETF 0.8 85 -46 5.2 +6.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.8 75 -36 6.7 +8.0
FBCV Fidelity Blue Chip Value ETF 0.8 59 -20 6.1 +7.5
EZM WisdomTree U.S. MidCap Fund 0.8 38 1 8.6 +9.9
ILCV iShares Morningstar Value ETF 0.8 4 35 5.6 +6.9
QQMG Invesco ESG NASDAQ 100 ETF 0.8 20 19 3.6 +4.9
OPTZ Optimize Strategy Index ETF 0.8 50 -11 4.2 +5.5
AVSC Avantis U.S Small Cap Equity ETF 0.8 25 14 5.2 +6.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 18 3.2 +4.5
YNOT Horizon Digital Frontier ETF 0.8 75 -36 2.9 +4.3
FTA First Trust Large Cap Value AlphaDEX Fund 0.8 59 -20 7.9 +9.2
IXN iShares Global Tech ETF 0.8 41 -2 3.4 +4.7
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.8 60 -21 9.3 +10.7
IWO iShares Russell 2000 Growth ETF 0.7 24 15 0.6 +1.9
FRGN Horizon International Equity ETF 0.7 75 -36 8.7 +10.0
IYF iShares U.S. Financials ETF 0.7 40 -1 6.1 +7.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.7 58 -19 4.9 +6.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.7 25 14 4.4 +5.7
IWR iShares Russell Midcap ETF 0.7 19 20 5.7 +7.1
FEX First Trust Large Cap Core AlphaDEX Fund 0.7 59 -20 5.4 +6.7
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 19 5.7 +7.0
FESM Fidelity Enhanced Small Cap ETF 0.7 28 11 2.6 +4.0
ETHO Etho Climate Leadership U.S. ETF 0.7 47 -8 4.9 +6.2
PRF Invesco FTSE RAFI US 1000 ETF 0.7 34 5 6.1 +7.5
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.7 20 19 5.9 +7.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.7 52 -13 5.0 +6.4
VBK Vanguard Small-Cap Growth ETF 0.7 7 32 1.4 +2.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 15 6.6 +7.9
SFGV Sequoia Global Value ETF 0.7 23 16 7.4 +8.7
FNDX Schwab Fundamental US Large Co. Index ETF 0.7 25 14 6.7 +8.0
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 4 6.7 +8.1
ISCB iShares Morningstar Small-Cap ETF 0.7 4 35 5.8 +7.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 22 5.4 +6.8
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.6 12 27 5.6 +6.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.6 25 14 6.7 +8.0
IBUY Amplify Online Retail ETF 0.6 65 -26 2.4 +3.7
IMCB iShares Morningstar Mid-Cap ETF 0.6 4 35 5.6 +7.0
IWS iShares Russell Mid-Cap Value ETF 0.6 23 16 6.5 +7.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.6 55 -16 9.7 +11.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.6 56 -17 7.3 +8.6
VALQ American Century U.S. Quality Value ETF 0.6 29 10 7.2 +8.5
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 2 5.6 +6.9
QDF FlexShares Quality Dividend Index Fund 0.6 37 2 5.7 +7.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.6 41 -2 6.5 +7.8
IDEV iShares Core MSCI International Developed Markets ETF 0.6 4 35 6.3 +7.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.6 60 -21 10.1 +11.5
SCHF Schwab International Equity ETF 0.6 6 33 6.4 +7.7
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.6 15 24 4.1 +5.4
IJT iShares S&P Small-Cap 600 Growth ETF 0.6 18 21 4.1 +5.4
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.6 18 21 6.8 +8.1
ROUS Hartford Multifactor US Equity ETF 0.6 19 20 5.7 +7.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.6 12 27 5.4 +6.8
VTWG Vanguard Russell 2000 Growth ETF 0.6 10 29 0.7 +2.1
DSTX Distillate International Fundamental Stability & Value ETF 0.6 55 -16 6.8 +8.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 4 6.4 +7.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.6 3 36 6.3 +7.6
USCF Themes US Cash Flow Champions ETF 0.6 29 10 7.8 +9.2
ULVM VictoryShares US Value Momentum ETF 0.6 20 19 6.5 +7.8
DGT State Street SPDR Global Dow ETF 0.6 50 -11 6.1 +7.4
PTL Inspire 500 ETF 0.6 9 30 4.7 +6.1
DFAS Dimensional U.S. Small Cap ETF 0.5 26 13 6.1 +7.4
VSGX Vanguard ESG International Stock ETF 0.5 10 29 7.1 +8.5
GVLU Gotham 1000 Value ETF 0.5 50 -11 8.5 +9.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.5 45 -6 2.8 +4.1
VEA Vanguard FTSE Developed Markets ETF 0.5 3 36 6.4 +7.7
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.5 86 -47 11.8 +13.1
QINT American Century Quality Diversified International ETF 0.5 39 0 7.0 +8.3
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.5 52 -13 5.3 +6.6
XMMO Invesco S&P MidCap Momentum ETF 0.5 34 5 3.8 +5.1
NIXT Research Affiliates Deletions ETF 0.5 9 30 7.5 +8.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.5 35 4 6.4 +7.7
XT iShares Exponential Technologies ETF 0.5 46 -7 4.4 +5.7
TMFX Motley Fool Next Index ETF 0.5 50 -11 3.2 +4.5
FEUZ First Trust Eurozone AlphaDEX ETF 0.5 80 -41 7.1 +8.4
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 7 32 6.9 +8.2
JHMM John Hancock Multifactor Mid Cap ETF 0.5 42 -3 5.8 +7.1
IJR iShares Core S&P Small Cap ETF 0.5 6 33 7.0 +8.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 36 7.1 +8.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 0 3.9 +5.3
VXF Vanguard Extended Market ETF 0.5 5 34 4.1 +5.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 19 4.5 +5.9
NUSC Nuveen ESG Small-Cap ETF 0.5 31 8 5.4 +6.7
XOEF iShares S&P 500 ex S&P 100 ETF 0.5 20 19 5.0 +6.3
WSML iShares MSCI World Small-Cap ETF 0.5 15 24 5.8 +7.1
QLC FlexShares US Quality Large Cap Index Fund 0.5 25 14 4.9 +6.2
RWL Invesco S&P 500 Revenue ETF 0.5 39 0 6.1 +7.5
IEUS iShares MSCI Europe Small-Cap ETF 0.5 42 -3 7.2 +8.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.5 10 29 4.1 +5.4
PSCF Invesco S&P SmallCap Financials ETF 0.5 29 10 9.2 +10.5
MFVL Motley Fool Value Factor ETF 0.5 50 -11 5.7 +7.0
SPVU Invesco S&P 500 Enhanced Value ETF 0.5 13 26 8.9 +10.2
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 -3 6.5 +7.8
EES WisdomTree U.S. SmallCap Fund 0.5 38 1 8.7 +10.0
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 12 8.1 +9.5
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 16 5.8 +7.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.5 34 5 6.8 +8.1
VGT Vanguard Information Technology ETF 0.5 9 30 3.7 +5.0
SCHA Schwab U.S. Small-Cap ETF 0.5 4 35 4.9 +6.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.5 15 24 7.3 +8.6
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.5 12 27 6.6 +8.0
WWJD Inspire International ETF 0.5 80 -41 6.6 +7.9
RCGE RockCreek Global Equality ETF 0.4 95 -56 6.4 +7.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.4 39 0 7.3 +8.7
CWI SPDR MSCI ACWI ex-US ETF 0.4 30 9 6.9 +8.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 29 9.9 +11.2
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.4 15 24 9.9 +11.2
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 21 9.8 +11.2
VEU Vanguard FTSE All-World ex-US Index Fund 0.4 4 35 7.2 +8.5
IXUS iShares Core MSCI Total International Stock ETF 0.4 7 32 7.0 +8.4
LGCF Themes US Cash Flow Champions ETF 0.4 30 9 7.5 +8.8
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 33 7.3 +8.7
FTEC Fidelity MSCI Information Technology Index ETF 0.4 8 31 3.6 +5.0
XSHQ Invesco S&P SmallCap Quality ETF 0.4 29 10 7.3 +8.6
VXUS Vanguard Total International Stock ETF 0.4 5 34 7.1 +8.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 14 6.5 +7.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 14 8.6 +9.9
RPV Invesco S&P 500 Pure Value ETF 0.4 35 4 9.2 +10.5
BLES Inspire Global Hope ETF 0.4 61 -22 6.1 +7.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 -28 9.1 +10.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.4 12 27 6.9 +8.2
NANC Unusual Whales Subversive Democratic Trading ETF 0.4 75 -36 3.2 +4.5
JAVA JPMorgan Active Value ETF 0.4 44 -5 5.8 +7.2
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 -21 8.8 +10.1
VB Vanguard Small-Cap ETF 0.4 5 34 5.6 +7.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 19 7.5 +8.8
VFMV Vanguard U.S. Minimum Volatility ETF 0.3 13 26 5.8 +7.1
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 33 8.4 +9.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -56 -0.5 +0.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.3 65 -26 5.0 +6.3
ISRA VanEck Israel ETF 0.3 59 -20 6.1 +7.4
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 -21 6.7 +8.0
REVS Columbia Research Enhanced Value ETF 0.3 19 20 7.2 +8.5
AVMC Avantis U.S. Mid Cap Equity ETF 0.3 18 21 6.4 +7.7
EWZ iShares MSCI Brazil ETF 0.3 58 -19 10.5 +11.8
HAPS Harbor Human Capital Factor US Small Cap ETF 0.3 60 -21 3.9 +5.2
AVSD Avantis Responsible International Equity ETF 0.3 23 16 6.3 +7.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.3 15 24 4.4 +5.8
IJK iShares S&P Mid-Cap 400 Growth ETF 0.3 17 22 4.4 +5.7
IPKW Invesco International BuyBack Achievers ETF 0.3 55 -16 8.4 +9.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.3 10 29 4.5 +5.8
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 27 6.4 +7.7
VFMF Vanguard U.S. Multifactor ETF 0.3 18 21 7.1 +8.5
EQAL Invesco Russell 1000 Equal Weight ETF 0.3 20 19 6.3 +7.7
VOE Vanguard Mid-Cap Value ETF 0.3 7 32 7.1 +8.4
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.3 58 -19 5.6 +6.9
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -29 3.5 +4.8
FEP First Trust Europe AlphaDEX Fund 0.3 80 -41 7.3 +8.6
STXM Strive Mid-Cap ETF 0.3 18 21 5.7 +7.0
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 0 4.1 +5.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 32 5.8 +7.1
AVDE Avantis International Equity ETF 0.3 23 16 6.5 +7.9
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.3 58 -19 6.6 +7.9
MDY SPDR S&P Midcap 400 ETF Trust 0.3 23 16 6.4 +7.7
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.3 80 -41 7.2 +8.5
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 14 8.8 +10.2
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 -1 6.5 +7.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 0 2.6 +3.9
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.3 3 36 6.6 +7.9
DFIS Dimensional International Small Cap ETF 0.3 39 0 6.5 +7.8
VFQY Vanguard U.S. Quality Factor ETF 0.3 13 26 5.9 +7.2
IJH iShares Core S&P Mid-Cap ETF 0.3 5 34 6.5 +7.9
IVOO Vanguard S&P Mid-Cap 400 ETF 0.3 7 32 6.5 +7.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.3 20 19 6.5 +7.8
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 14 6.7 +8.1
JVAL JPMorgan U.S. Value Factor ETF 0.3 12 27 7.6 +8.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 0 8.6 +9.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 4 5.8 +7.1
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -13 7.0 +8.4
IQDG WisdomTree International Quality Dividend Growth Fund 0.2 42 -3 6.0 +7.3
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 27 5.8 +7.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 20 5.1 +6.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.2 35 4 5.3 +6.6
PKW Invesco Buyback Achievers ETF 0.2 62 -23 7.6 +8.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.2 4 35 5.9 +7.2
CLOD Themes Cloud Computing ETF 0.2 35 4 3.5 +4.8
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.2 20 19 9.1 +10.4
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 21 8.4 +9.8
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 24 8.4 +9.8
DIM WisdomTree International MidCap Dividend Fund 0.2 58 -19 6.5 +7.9
DEUS Xtrackers Russell US Multifactor ETF 0.2 17 22 6.7 +8.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 0 8.4 +9.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 29 8.6 +9.9
IWD iShares Russell 1000 Value ETF 0.2 19 20 5.8 +7.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.2 40 -1 4.4 +5.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.2 35 4 6.9 +8.2
VONV Vanguard Russell 1000 Value ETF 0.2 7 32 5.9 +7.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 24 6.5 +7.9
ISMD Inspire Small/Mid Cap ETF 0.2 54 -15 5.9 +7.3
SSPY Syntax Stratified LargeCap ETF 0.2 30 9 6.3 +7.6
DFSV Dimensional US Small Cap Value ETF 0.2 31 8 9.6 +11.0
VLUE iShares MSCI USA Value Factor ETF 0.2 15 24 8.0 +9.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 0 7.2 +8.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.2 15 24 5.5 +6.8
FDN First Trust Dow Jones Internet Index Fund 0.2 52 -13 2.9 +4.3
DFAI Dimensional International Core Equity Market ETF 0.2 18 21 6.3 +7.6
FDND FT Vest Dow Jones Internet & Target Income ETF 0.2 75 -36 2.7 +4.1
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -36 6.6 +7.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.2 60 -21 7.4 +8.7
STXV Strive 1000 Value ETF 0.2 18 21 7.1 +8.4
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 16 7.6 +8.9
IGM iShares Expanded Tech Sector ETF 0.2 41 -2 3.3 +4.6
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 24 5.5 +6.8
VTV Vanguard Value ETF 0.2 4 35 6.1 +7.4
SCJ iShares MSCI Japan Small-Cap ETF 0.2 50 -11 6.0 +7.3
RECS Columbia Research Enhanced Core ETF 0.2 15 24 5.6 +7.0
PRXV Praxis Impact Large Cap Value ETF 0.2 36 3 5.9 +7.2
IVSI Applied Finance IVS International LrgETF 0.1 65 -26 6.4 +7.7
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.1 9 30 7.7 +9.0
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.1 12 27 7.4 +8.7
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 35 6.0 +7.3
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 11 9.4 +10.7
VBR Vanguard Small Cap Value ETF 0.1 7 32 8.4 +9.7
DIVB iShares Core Dividend ETF 0.1 5 34 7.7 +9.0
VFVA Vanguard U.S. Value Factor ETF 0.1 13 26 10.0 +11.4
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 35 6.4 +7.7
SMMD iShares Russell 2500 ETF 0.1 15 24 6.1 +7.5
AVDS Avantis International Small Cap Equity ETF 0.1 30 9 6.3 +7.7
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 -6 6.0 +7.3
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 21 3.3 +4.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 -6 7.3 +8.6
DISV Dimensional International Small Cap Value ETF 0.1 42 -3 8.6 +10.0
GWX SPDR S&P International Small Cap ETF 0.1 40 -1 6.1 +7.5
FELV Fidelity Enhanced Large Cap Value ETF 0.1 18 21 6.1 +7.4
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.1 32 7 5.4 +6.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -10 6.3 +7.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 19 6.2 +7.5
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 14 3.8 +5.1
BKF iShares MSCI BIC ETF 0.1 69 -30 13.7 +15.1
DFUV Dimensional US Marketwide Value ETF 0.1 22 17 6.6 +8.0
AVEM Avantis Emerging Markets Equity ETF 0.1 33 6 7.9 +9.2
FLJP Franklin FTSE Japan ETF 0.1 9 30 5.8 +7.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 -7 5.8 +7.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 15 7.1 +8.5
FLEE Franklin FTSE Europe ETF 0.1 9 30 6.6 +7.9
DFIC Dimensional International Core Equity 2 ETF 0.1 23 16 6.5 +7.9
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 24 2.9 +4.2
IEUR iShares Core MSCI Europe ETF 0.1 11 28 6.7 +8.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 24 9.7 +11.0
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 6 7.1 +8.4
DIVI Franklin International Core Dividend Tilt Index ETF 0.1 9 30 7.0 +8.3
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 19 6.1 +7.4
XCNY SPDR S&P Emerging Markets ex-China ETF 0.0 15 24 6.3 +7.6
VGK Vanguard FTSE Europe ETF 0.0 6 33 6.9 +8.2
VIGI Vanguard International Dividend Appreciation ETF 0.0 10 29 6.2 +7.6
SPEU SPDR Portfolio Europe ETF 0.0 7 32 6.8 +8.1
BCDF Horizon Kinetics Blockchain Development ETF 0.0 85 -46 3.8 +5.1
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 15 5.9 +7.2
IDHQ Invesco S&P International Developed High Quality ETF 0.0 29 10 5.8 +7.2
FLJH Franklin FTSE Japan Hedged ETF 0.0 9 30 5.6 +6.9
IQSI IQ Candriam International Equity ETF 0.0 15 24 5.8 +7.2
IEV iShares Europe ETF 0.0 67 -28 6.2 +7.5
EMXC iShares MSCI Emerging Markets ex China ETF 0.0 25 14 6.0 +7.3
IEFA iShares Core MSCI EAFE ETF 0.0 7 32 6.4 +7.7
JPXN iShares JPX-Nikkei 400 ETF 0.0 48 -9 5.8 +7.2
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 32 10.0 +11.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 9 6.8 +8.1
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 28 8.7 +10.0
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -27 8.0 +9.4
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 3 8.4 +9.8
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 6 7.5 +8.9
VYMI Vanguard International High Dividend Yield ETF 0.0 17 22 8.4 +9.8
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.0 36 3 5.7 +7.0
EEM iShares MSCI Emerging Markets ETF 0.0 69 -30 8.7 +10.1
DFLV Dimensional US Large Cap Value ETF 0.0 22 17 6.6 +7.9
DIHP Dimensional International High Profitability ETF 0.0 29 10 5.9 +7.2
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 30 9.0 +10.4
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 9 8.9 +10.3
IPAC iShares Core MSCI Pacific ETF 0.0 9 30 5.8 +7.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 14 8.0 +9.4
VPL Vanguard FTSE Pacific ETF 0.0 7 32 5.9 +7.2
AVMV Avantis U.S. Mid Cap Value ETF 0.0 20 19 7.7 +9.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.0 14 25 5.7 +7.0
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 -26 7.0 +8.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 -1 5.9 +7.2
DTH WisdomTree International High Dividend Fund 0.0 58 -19 7.6 +8.9
DWM WisdomTree International Equity Fund 0.0 48 -9 5.9 +7.2
INTF iShares International Equity Factor ETF 0.0 15 24 6.8 +8.2
DXIV Dimensional International Vector Equity ETF 0.0 34 5 6.9 +8.2
GXC SPDR S & P China ETF 0.0 59 -20 17.1 +18.4
SCHC Schwab International Small-Cap Equity ETF 0.0 11 28 6.9 +8.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 8 31 6.6 +7.9
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 -10 9.2 +10.5
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -26 0.0 +1.3
AVIV Avantis International Large Cap Value ETF 0.0 25 14 7.3 +8.6
FENI Fidelity Enhanced International ETF 0.0 28 11 6.1 +7.4
DEW WisdomTree Global High Dividend Fund 0.0 58 -19 7.5 +8.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 -3 4.5 +5.8

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:		 Fidelity Crypto Industry and Digital Payments 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 -4.5 %
Divided by: Fwd. P/BV 4.8 x
Less: Expense ratio 39 bp
Equals: ALTAR Score -1.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.53 CATEGORY
AVERAGE		 1.57
 
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.