Fidelity Crypto Industry and Digital Payments ETF
ALTAR
Score™		 -0.9% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 34.5x P/Sales
ratio		 4.3x
P/BV
ratio		 4.4x Div.
yield		 0.9%


  • 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) $125
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) $28,505
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 January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
2.6% 16.2% -- -- 15.0%

Market Correlations
versus... Beta R-squared
S&P500 1.79 46%
MSCI EAFE 1.60 27%
MSCI Emg. Mkts. 1.72 36%

Technical Indicators
Recent close $34.82
30d moving avg. $41.15
Annualized volatility 63.3%
Short interest (ETF) 1.9%
Relative strength (RSI) 41

Liquidity measures
Avg. volume (thou.) 69
Turnover 1.9%
Bid/Ask (% of price) 0.70%
ADV underlying (mns) $5,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 712 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™: -0.9%


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 38.3 59 -20 0.0 +0.9
DAPP VanEck Digital Transformation ETF 37.1 50 -11 0.0 +0.9
IBLC iShares Blockchain and Tech ETF 36.0 47 -8 -1.7 -0.8
WGMI Valkyrie Bitcoin Miners ETF 35.0 75 -36 -4.5 -3.6
BITQ Bitwise Crypto Industry Innovators ETF 31.9 85 -46 -2.2 -1.4
BWEB Bitwise Web3 ETF 25.3 85 -46 0.1 +0.9
SATO Invesco Alerian Galaxy Crypto Economy ETF 23.2 61 -22 -0.6 +0.3
BLOK Amplify Transformational Data Sharing ETF 21.8 75 -36 0.5 +1.3
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 19.9 75 -36 6.0 +6.8
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 18.9 85 -46 -2.7 -1.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 17.6 61 -22 2.4 +3.2
FINX Global X FinTech ETF 17.0 68 -29 3.6 +4.4
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 14.5 68 -29 6.4 +7.3
BCOR Grayscale Bitcoin Adopters ETF 14.4 59 -20 2.8 +3.6
BPAY BlackRock Future Financial and Technology ETF 12.7 70 -31 6.9 +7.8
STCE Schwab Crypto Thematic ETF 9.7 30 9 4.1 +5.0
TCAI Tortoise AI Infrastructure ETF 8.7 65 -26 1.7 +2.5
PTF Invesco Dorsey Wright Technology Momentum ETF 6.5 60 -21 -1.0 -0.2
SPRX Spear Alpha ETF 6.4 75 -36 -0.3 +0.5
ARKF ARK Fintech Innovation ETF 6.4 75 -36 0.3 +1.2
FDFF Fidelity Disruptive Finance ETF 5.9 50 -11 4.6 +5.4
RSPF Invesco S&P 500 Equal Weight Financials ETF 5.6 40 -1 6.5 +7.3
ARKK ARK Innovation ETF 5.5 75 -36 -3.2 -2.3
HYP Golden Eagle Dynamic Hypergrowth ETF 5.5 85 -46 -1.1 -0.3
XSW State Street SPDR S&P Software & Services ETF 5.4 35 4 3.2 +4.0
ARKW ARK Next Generation Internet ETF 5.3 87 -48 1.0 +1.9
DTEC ALPS Disruptive Technologies ETF 5.3 50 -11 3.7 +4.6
BUYZ Franklin Disruptive Commerce ETF 5.2 50 -11 2.7 +3.5
PSCT Invesco S&P SmallCap Information Technology ETF 5.1 29 10 4.1 +4.9
PSET Principal Quality ETF 4.8 15 24 5.0 +5.8
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.8 85 -46 3.5 +4.4
PWB Invesco Large Cap Growth ETF 4.7 56 -17 2.0 +2.8
FDG American Century Focused Dynamic Growth ETF 4.6 45 -6 1.8 +2.7
PCGG Polen Capital Global Growth ETF 4.6 85 -46 4.0 +4.8
TOGA Tremblant Global ETF 4.6 69 -30 1.7 +2.5
BUZZ VanEck Social Sentiment ETF 4.5 75 -36 -0.8 +0.1
FNCL Fidelity MSCI Financials Index ETF 4.1 8 31 6.1 +6.9
XLF The Financial Select Sector SPDR Fund 4.0 8 31 5.7 +6.5
RVER Trenchless Fund ETF 4.0 65 -26 2.8 +3.6
VFH Vanguard Financials ETF 4.0 9 30 6.1 +6.9
TIME Clockwise Core Equity & Innovation ETF 3.8 95 -56 3.5 +4.3
GINN Goldman Sachs Innovate Equity ETF 3.8 52 -13 3.4 +4.3
CGGR Capital Group Growth ETF 3.7 39 0 2.9 +3.8
IVRS iShares Future Metaverse Tech and Communications ETF 3.7 47 -8 3.8 +4.7
IYJ iShares U.S. Industrials ETF 3.7 40 -1 3.8 +4.7
JEPI JPMorgan Equity Premium Income ETF 3.6 35 4 4.9 +5.8
IXG iShares Global Financials ETF 3.6 42 -3 6.0 +6.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 3.6 40 -1 3.5 +4.3
IYG iShares US Financial Services ETF 3.6 40 -1 5.2 +6.1
CBSE Clough Select Equity ETF 3.5 85 -46 0.9 +1.7
PNQI Invesco NASDAQ Internet ETF 3.4 60 -21 3.7 +4.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.3 20 19 2.8 +3.6
LVDS JPMorgan Fundamental Data Science Large Value ETF 3.3 49 -10 5.6 +6.4
CZAR Themes Natural Monopoly ETF 3.3 35 4 5.0 +5.9
DUHP Dimensional US High Profitability ETF 3.3 21 18 5.0 +5.9
SPGP Invesco S&P 500 GARP ETF 3.3 34 5 5.9 +6.8
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 3.2 49 -10 5.0 +5.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.2 60 -21 3.3 +4.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.2 9 30 4.3 +5.2
JSTC Adasina Social Justice All Cap Global ETF 3.2 89 -50 4.3 +5.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.2 10 29 3.8 +4.7
SCHG Schwab U.S. Large-Cap Growth ETF 3.2 4 35 3.4 +4.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.1 12 27 3.9 +4.7
IVES Wedbush ETFMG Global Cloud Technology ETF 3.1 68 -29 5.3 +6.2
IWF iShares Russell 1000 Growth ETF 3.1 19 20 3.5 +4.3
VONG Vanguard Russell 1000 Growth ETF 3.1 7 32 3.7 +4.6
VSLU Applied Finance Valuation Large Cap ETF 3.1 49 -10 4.9 +5.7
VEGN US Vegan Climate ETF 3.1 60 -21 4.0 +4.9
QGRW WisdomTree U.S. Quality Growth Fund 3.1 28 11 3.5 +4.4
IWFG IQ Winslow Focused Large Cap Growth ETF 3.1 65 -26 2.7 +3.6
FFOG Franklin Focused Growth ETF 3.1 61 -22 2.2 +3.0
QUS State Street SPDR MSCI USA StrategicFactors ETF 3.1 15 24 5.0 +5.8
YALL God Bless America ETF 3.1 65 -26 4.0 +4.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.0 19 20 5.3 +6.2
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 3.0 10 29 3.9 +4.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.0 29 10 3.9 +4.7
PFM Invesco Dividend Achievers ETF 3.0 53 -14 4.6 +5.4
SPHQ Invesco S&P 500 Quality ETF 3.0 15 24 4.6 +5.5
FLQL Franklin LibertyQ U.S. Equity ETF 3.0 15 24 4.6 +5.5
GVIP Goldman Sachs Hedge Industry VIP ETF 3.0 45 -6 2.7 +3.6
MBCC Monarch Blue Chips Core ETF 3.0 125 -86 3.7 +4.5
NULC Nuveen ESG Large-Cap ETF 3.0 21 18 4.5 +5.4
NULG Nuveen ESG Large-Cap Growth ETF 3.0 26 13 2.9 +3.7
QLV FlexShares US Quality Low Volatility Index Fund 3.0 22 17 5.1 +5.9
SXQG ETC 6 Meridian Quality Growth ETF 3.0 100 -61 4.2 +5.1
TDV ProShares S&P Technology Dividend Aristocrats ETF 3.0 45 -6 5.1 +5.9
USMC Principal U.S. Mega-Cap ETF 3.0 12 27 4.1 +4.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.0 15 24 5.7 +6.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.0 15 24 6.6 +7.5
SNPG Xtrackers S&P 500 Growth ESG ETF 3.0 15 24 3.9 +4.7
HAPI Harbor Human Capital Factor US Large Cap ETF 3.0 36 3 4.4 +5.2
LOWV AB US Low Volatility Equity ETF 3.0 48 -9 4.8 +5.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.0 48 -9 5.2 +6.0
EMOT First Trust S&P 500 Economic Moat ETF 3.0 60 -21 6.5 +7.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 3.0 60 -21 4.7 +5.5
FTCS First Trust Capital Strength ETF 3.0 55 -16 4.9 +5.7
XPND First Trust Expanded Technology ETF 3.0 65 -26 3.3 +4.1
EGUS iShares ESG Aware MSCI USA Growth ETF 3.0 18 21 3.2 +4.0
IWY iShares Russell Top 200 Growth ETF 3.0 20 19 3.5 +4.4
QUAL iShares MSCI USA Quality Factor ETF 3.0 15 24 4.5 +5.3
TOPT iShares Top 20 U.S. Stocks ETF 3.0 20 19 3.4 +4.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.0 65 -26 3.3 +4.1
LEAD Siren DIVCON Leaders Dividend ETF 3.0 43 -4 3.6 +4.5
TMFC Motley Fool 100 Index ETF 3.0 50 -11 3.1 +3.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.0 50 -11 3.5 +4.4
VUSE Vident U.S. Equity Strategy ETF 3.0 50 -11 3.7 +4.5
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 3.0 15 24 4.5 +5.3
STXD Strive 1000 Dividend Growth ETF 3.0 35 4 4.3 +5.2
TOLL Tema Durable Quality ETF 3.0 75 -36 4.4 +5.3
BEEZ Honeytree U.S. Equity ETF 3.0 64 -25 3.3 +4.2
ABIG Argent Large Cap ETF 3.0 49 -10 4.4 +5.3
SEMG Suncoast Select Growth ETF 3.0 60 -21 3.7 +4.6
DUNK Dana Unconstrained Equity ETF 3.0 75 -36 2.3 +3.2
AKRE Akre Focus ETF 3.0 106 -67 4.1 +4.9
MGK Vanguard Mega Cap Growth ETF 3.0 7 32 3.7 +4.5
VIG Vanguard Dividend Appreciation ETF 3.0 5 34 4.9 +5.7
CAML Congress Large Cap Growth ETF 3.0 66 -27 2.7 +3.6
JQUA JPMorgan U.S. Quality Factor ETF 3.0 12 27 5.2 +6.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.0 10 29 4.3 +5.2
PRXG Praxis Impact Large Cap Growth ETF 3.0 36 3 3.1 +3.9
VUG Vanguard Growth ETF 3.0 4 35 3.6 +4.4
SUSL iShares ESG MSCI USA Leaders ETF 3.0 10 29 4.2 +5.1
FLRG Fidelity U.S. Multifactor ETF 3.0 15 24 6.2 +7.0
DSI iShares MSCI KLD 400 Social ETF 2.9 25 14 4.2 +5.1
GLBL Pacer MSCI World Industry Advantage ETF 2.9 65 -26 3.7 +4.5
SPXT ProShares S&P 500 Ex-Technology ETF 2.9 9 30 4.9 +5.7
FELG Fidelity Enhanced Large Cap Growth ETF 2.9 18 21 4.1 +4.9
ANEW ProShares MSCI Transformational Changes ETF 2.9 45 -6 4.9 +5.7
SPMV Invesco S&P 500 Minimum Variance ETF 2.9 10 29 5.0 +5.9
MODL VictoryShares WestEnd U.S. Sector ETF 2.9 42 -3 4.1 +4.9
ILCG iShares Morningstar Growth ETF 2.9 4 35 3.2 +4.1
FDMO Fidelity Momentum Factor ETF 2.9 15 24 3.2 +4.0
XLG Invesco S&P 500 Top 50 ETF 2.8 20 19 3.7 +4.5
FDNI First Trust Dow Jones International Internet ETF 2.8 65 -26 22.2 +23.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.8 49 -10 3.7 +4.6
NACP Impact Shares NAACP Minority Empowerment ETF 2.8 49 -10 4.1 +4.9
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 2.8 40 -1 4.2 +5.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.8 7 32 4.6 +5.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.7 8 31 4.5 +5.3
TMAT Main Thematic Innovation ETF 2.7 164 -125 -1.5 -0.7
ISHP First Trust Nasdaq Retail ETF 2.7 60 -21 5.9 +6.7
FQAL Fidelity Quality Factor ETF 2.7 15 24 4.9 +5.8
SNPE Xtrackers S&P 500 ESG ETF 2.7 10 29 4.4 +5.2
XMAG Defiance Large Cap ex-Mag 7 ETF 2.7 35 4 4.5 +5.4
JGRO JPMorgan Active Growth ETF 2.7 44 -5 3.1 +3.9
THRO iShares U.S. Thematic Rotation Active ETF 2.6 90 -51 3.2 +4.1
FDLO Fidelity Low Volatility Factor ETF 2.6 15 24 4.9 +5.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.6 18 21 5.0 +5.9
AVUQ Avantis U.S. Quality ETF 2.6 15 24 3.7 +4.6
OALC OneAscent Large Cap Core ETF 2.5 86 -47 3.5 +4.3
LGRO Level Four Large Cap Growth Active ETF 2.5 55 -16 3.7 +4.6
OEI Optimized Equity Income ETF 2.5 75 -36 3.3 +4.2
AOTG AOT Growth and Innovation ETF 2.5 75 -36 1.8 +2.6
SPHB Invesco S&P 500 High Beta ETF 2.5 25 14 4.1 +5.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.4 20 19 4.5 +5.3
KLMN Invesco MSCI North America Climate ETF 2.4 9 30 4.5 +5.3
OEF iShares S&P 100 ETF 2.4 20 19 4.0 +4.8
QVML Invesco S&P 500 QVM Multi-factor ETF 2.4 11 28 4.5 +5.4
RDVY First Trust Rising Dividend Achievers ETF 2.4 50 -11 5.4 +6.3
STXG Strive 1000 Growth ETF 2.4 18 21 3.3 +4.2
TRFM AAM Transformers ETF 2.3 49 -10 1.0 +1.9
LCLG Logan Capital Broad Innovative Growth ETF 2.3 99 -60 3.2 +4.0
CGGO Capital Group Global Growth Equity ETF 2.3 47 -8 3.8 +4.7
TOPC iShares S&P 500 3% Capped ETF 2.2 15 24 4.5 +5.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.2 35 4 3.0 +3.9
DSPY Tema S&P 500 Historical Weight ETF 2.2 18 21 4.5 +5.4
INCE Franklin Income Equity Focus ETF 2.2 29 10 4.8 +5.6
FYC First Trust Small Cap Growth AlphaDEX Fund 2.2 71 -32 -1.3 -0.5
GPT Intelligent Alpha Atlas ETF 2.2 69 -30 4.8 +5.7
DGRW WisdomTree US Quality Dividend Growth Fund 2.2 28 11 4.8 +5.6
SPXV ProShares S&P 500 Ex-Health Care ETF 2.2 9 30 4.1 +5.0
USMV iShares MSCI USA Min Vol Factor ETF 2.2 15 24 5.1 +5.9
GSPY Gotham Enhanced 500 ETF 2.2 50 -11 4.6 +5.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.1 15 24 4.3 +5.2
JOET Virtus Terranova US Quality Momentum ETF 2.1 29 10 4.4 +5.2
CGUS Capital Group Core Equity ETF 2.1 33 6 3.9 +4.7
SUSA iShares MSCI USA ESG Select ETF 2.1 25 14 4.1 +4.9
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.1 61 -22 5.5 +6.3
CATH Global X S&P 500 Catholic Values Custom ETF 2.1 29 10 4.1 +5.0
RVRB Reverb ETF 2.1 30 9 4.1 +4.9
ESGV Vanguard ESG U.S. Stock ETF 2.1 9 30 4.3 +5.1
TTAC FCF US Quality ETF 2.1 59 -20 5.1 +5.9
MGC Vanguard Mega Cap ETF 2.1 7 32 4.1 +4.9
FCPI Fidelity Stocks for Inflation ETF 2.1 15 24 6.9 +7.7
XVV iShares ESG Screened S&P 500 ETF 2.1 8 31 4.3 +5.1
PY Principal Value ETF 2.1 15 24 6.6 +7.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.0 10 29 4.7 +5.5
SGLC SGI U.S. Large Cap Core ETF 2.0 85 -46 3.4 +4.3
PBUS Invesco MSCI USA ETF 2.0 4 35 4.3 +5.2
FFLC Fidelity Fundamental Large Cap Core ETF 2.0 38 1 3.9 +4.8
RNSC Furst Trust Small Cap US Equity Select ETF 2.0 60 -21 4.5 +5.3
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 2.0 86 -47 0.5 +1.3
SPXE ProShares S&P 500 Ex-Energy ETF 2.0 9 30 4.2 +5.1
SFYF SoFi Social 50 ETF 2.0 29 10 1.0 +1.8
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 14 5.5 +6.3
RGEF Rockefeller Global Equity ETF 2.0 55 -16 4.0 +4.8
IWL iShares Russell Top 200 ETF 2.0 15 24 4.0 +4.9
IVW iShares S&P 500 Growth ETF 2.0 18 21 3.3 +4.2
VOOG Vanguard S&P 500 Growth ETF 2.0 7 32 3.5 +4.4
IWC iShares Micro-Cap ETF 2.0 60 -21 -1.3 -0.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 2.0 4 35 3.5 +4.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.0 7 32 4.3 +5.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.0 2 37 4.4 +5.3
QWLD SPDR MSCI World StrategicFactors ETF 2.0 30 9 5.0 +5.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.0 32 7 4.4 +5.2
ESGU iShares ESG Aware MSCI USA ETF 1.9 15 24 4.3 +5.1
VOTE TCW Transform 500 ETF 1.9 5 34 4.3 +5.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.9 9 30 4.8 +5.6
CHRI Global X S&P 500 Christian Values ETF 1.9 29 10 4.1 +4.9
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 39 4.4 +5.2
DAK Dakota Active Equity ETF 1.9 43 -4 3.9 +4.7
AIEQ AI Powered Equity ETF 1.9 75 -36 4.1 +4.9
SPLV Invesco S&P 500 Low Volatility ETF 1.9 25 14 5.0 +5.8
IUSG iShares Core S&P U.S. Growth ETF 1.9 4 35 3.5 +4.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.9 25 14 5.0 +5.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.9 20 19 4.1 +5.0
CHGX AXS Change Finance ESG ETF 1.9 49 -10 4.5 +5.3
LRGF iShares U.S. Equity Factor ETF 1.9 8 31 4.9 +5.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.9 18 21 4.1 +4.9
SHRY First Trust Bloomberg Shareholder Yield ETF 1.8 60 -21 8.8 +9.6
IVV iShares Core S&P 500 ETF 1.8 3 36 4.4 +5.2
RAUS RACWI US ETF 1.8 15 24 4.3 +5.2
SPY SPDR S&P 500 ETF 1.8 9 30 4.3 +5.1
SPYM State Street SPDR Portfolio S&P 500 ETF 1.8 2 37 4.4 +5.2
STRV Strive 500 ETF 1.8 5 34 4.2 +5.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.8 11 28 4.3 +5.2
GXLC Global X U.S. 500 ETF 1.8 2 37 4.3 +5.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.8 65 -26 7.2 +8.1
ILCB iShares Morningstar U.S. Equity ETF 1.8 3 36 4.3 +5.1
VOO Vanguard S&P 500 ETF 1.8 3 36 4.4 +5.2
ACVF American Conservative Values ETF 1.8 75 -36 3.7 +4.6
FBCG Fidelity Blue Chip Growth ETF 1.8 59 -20 2.4 +3.3
ROE Astoria US Quality Kings ETF 1.8 49 -10 5.6 +6.4
METV Roundhill Ball Metaverse ETF 1.8 59 -20 9.1 +10.0
FELC Fidelity Enhanced Large Cap Core ETF 1.8 18 21 4.6 +5.5
VV Vanguard Large-Cap ETF 1.8 4 35 4.3 +5.1
ALTL Pacer Lunt Large Cap Alternator ETF 1.8 60 -21 4.1 +5.0
HDUS Hartford Disciplined US Equity ETF 1.8 19 20 5.1 +5.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.8 30 9 4.1 +5.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 30 4.6 +5.4
DFUS Dimensional U.S. Equity ETF 1.7 9 30 4.2 +5.1
SCHX Schwab U.S. Large-Cap ETF 1.7 3 36 4.4 +5.2
IYY iShares Dow Jones U.S. ETF 1.7 20 19 4.2 +5.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.7 3 36 4.5 +5.3
DFSU Dimensional US Sustainability Core 1 ETF 1.7 18 21 4.7 +5.5
IWB iShares Russell 1000 ETF 1.7 15 24 4.3 +5.1
SCHK Schwab 1000 Index ETF 1.7 5 34 4.4 +5.2
VONE Vanguard Russell 1000 ETF 1.7 7 32 4.4 +5.2
IVE iShares S&P 500 Value ETF 1.7 18 21 5.4 +6.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 25 4.4 +5.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.7 4 35 5.5 +6.4
VOOV Vanguard S&P 500 Value ETF 1.7 7 32 5.5 +6.4
IWV iShares Russell 3000 ETF 1.7 20 19 4.2 +5.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 36 4.3 +5.1
VTHR Vanguard Russell 3000 ETF 1.7 7 32 4.3 +5.1
AVSU Avantis Responsible U.S. Equity ETF 1.7 15 24 5.1 +5.9
EPS WisdomTree U.S. LargeCap Fund 1.7 8 31 5.1 +5.9
INRO iShares U.S. Industry Rotation Active ETF 1.7 42 -3 4.1 +4.9
RAFE PIMCO RAFI ESG U.S. ETF 1.7 29 10 6.1 +6.9
VTI Vanguard Total Stock Market ETF 1.7 3 36 4.3 +5.2
KLMT Invesco MSCI Global Climate 500 ETF 1.7 10 29 5.0 +5.8
SCHB Schwab U.S. Broad Market ETF 1.7 3 36 4.4 +5.2
AFLG First Trust Active Factor Large Cap ETF 1.7 55 -16 5.4 +6.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.6 25 14 5.3 +6.1
DCOR Dimensional US Core Equity 1 ETF 1.6 14 25 4.7 +5.5
QGRO American Century U.S. Quality Growth ETF 1.6 29 10 3.4 +4.2
ADME Aptus Drawdown Managed Equity ETF 1.6 79 -40 3.4 +4.2
SFY SoFi Select 500 ETF 1.6 0 39 3.9 +4.8
SFTY Horizon Managed Risk ETF 1.6 77 -38 3.6 +4.4
IUSV iShares Core S&P US Value ETF 1.6 4 35 5.7 +6.5
STOX Horizon Core Equity ETF 1.6 70 -31 3.6 +4.5
DFVX Dimensional US Large Cap Vector ETF 1.6 22 17 5.3 +6.2
DFAU Dimensional US Core Equity Market ETF 1.6 12 27 4.4 +5.3
VOT Vanguard Mid-Cap Growth ETF 1.6 7 32 3.2 +4.0
TOK iShares MSCI Kokusai ETF 1.6 26 13 4.4 +5.2
USXF iShares ESG Advanced MSCI USA ETF 1.6 10 29 4.0 +4.9
WOMN Impact Shares YWCA Women's Empowerment ETF 1.5 75 -36 5.0 +5.9
DGRO iShares Core Dividend Growth ETF 1.5 8 31 5.7 +6.5
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 0 7.3 +8.1
LOUP Innovator Deepwater Frontier Tech ETF 1.5 70 -31 0.8 +1.6
MVPA Miller Value Partners Appreciation ETF 1.5 60 -21 8.6 +9.5
PDP Invesco Dorsey Wright Momentum ETF 1.5 62 -23 1.5 +2.3
PFI Invesco Dorsey Wright Financial Momentum ETF 1.5 60 -21 4.6 +5.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.5 39 0 3.8 +4.6
FSST Fidelity Sustainable U.S. Equity ETF 1.5 59 -20 3.7 +4.5
GGRW Gabelli Growth Innovators ETF 1.5 90 -51 2.0 +2.8
RAYD Rayliant Quantitative Developed Market Equity ETF 1.5 80 -41 4.5 +5.3
GQI Natixis Gateway Quality Income ETF 1.5 34 5 4.3 +5.1
JGLO JPMorgan Global Select Equity ETF 1.5 33 6 4.4 +5.2
JPEF JPMorgan Equity Focus ETF 1.5 50 -11 3.9 +4.8
RFFC ALPS Active Equity Opportunity ETF 1.5 48 -9 3.6 +4.5
FTGS First Trust Growth Strength ETF 1.5 60 -21 3.9 +4.7
BELT iShares Long-Term U.S. Equity Active ETF 1.5 75 -36 2.4 +3.3
TMFG Motley Fool Global Opportunities ETF 1.5 85 -46 3.8 +4.7
JGRW Jensen Quality Growth ETF 1.5 57 -18 3.9 +4.8
ABFL Abacus FCF Leaders ETF 1.5 59 -20 3.9 +4.7
LQPE PEO AlphaQuest Thematic PE ETF 1.5 125 -86 6.6 +7.4
YOKE Yoke Core ETF 1.5 42 -3 4.0 +4.8
LOGO Alpha Brands Consumption Leaders ETF 1.5 69 -30 2.8 +3.6
RW Rainwater Equity ETF 1.5 125 -86 2.5 +3.4
IDMO Invesco S&P International Developed Momentum ETF 1.5 25 14 5.0 +5.9
BBCA JPMorgan BetaBuilders Canada ETF 1.5 19 20 5.5 +6.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.5 42 -3 5.6 +6.4
FLCA Franklin FTSE Canada ETF 1.5 9 30 5.6 +6.5
JIG JPMorgan International Growth ETF 1.5 55 -16 3.9 +4.7
WCLD WisdomTree Cloud Computing Fund 1.5 45 -6 2.0 +2.8
NBDS Neuberger Berman Disrupters ETF 1.5 55 -16 0.7 +1.6
SAMM Strategas Macro Momentum ETF 1.5 66 -27 1.9 +2.8
FDTX Fidelity Disruptive Technology ETF 1.5 50 -11 2.4 +3.2
EWC iShares MSCI Canada ETF 1.5 50 -11 5.2 +6.1
AVUS Avantis U.S. Equity ETF 1.5 15 24 5.0 +5.8
JHML John Hancock Multifactor Large Cap ETF 1.5 29 10 4.7 +5.6
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 22 4.8 +5.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.5 75 -36 2.3 +3.2
FUNL CornerCap Fundametrics Large-Cap ETF 1.5 50 -11 6.3 +7.1
IWN iShares Russell 2000 Value ETF 1.5 24 15 5.6 +6.5
URTH iShares MSCI World ETF 1.5 24 15 4.4 +5.3
RUNN Running Oak Efficient Growth ETF 1.5 58 -19 4.6 +5.4
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -36 4.4 +5.3
SPMO Invesco S&P 500 Momentum ETF 1.5 13 26 3.5 +4.4
SURE AdvisorShares Insiders Advantage ETF 1.5 90 -51 8.5 +9.3
FDVV Fidelity High Dividend ETF 1.5 15 24 6.8 +7.7
FFND Future Fund Active ETF 1.5 100 -61 3.3 +4.1
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -20 3.7 +4.5
YLDE ClearBridge Dividend Strategy ESG ETF 1.5 60 -21 4.9 +5.7
DVND Touchstone Dividend Select ETF 1.5 67 -28 4.7 +5.6
LCF Touchstone US Large Cap Focused ETF 1.5 69 -30 3.8 +4.6
QLTY GMO U.S. Quality ETF 1.5 50 -11 4.0 +4.8
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -9 4.0 +4.8
QUVU Hartford Quality Value ETF 1.5 46 -7 6.6 +7.4
USSE Segall Bryant & Hamill Select Equity ETF 1.5 65 -26 3.3 +4.2
AGRW Allspring LT Large Growth ETF 1.5 35 4 3.2 +4.0
EDOW First Trust Dow 30 Equal Weight ETF 1.5 50 -11 4.5 +5.4
BLCR iShares Large Cap Core Active ETF 1.5 36 3 3.2 +4.0
MTUM iShares MSCI USA Momentum Factor ETF 1.5 15 24 2.8 +3.6
DIA SPDR Dow Jones Industrial Average ETF 1.5 16 23 4.7 +5.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.5 20 19 4.6 +5.5
COWS Amplify Cash Flow Dividend Leaders ETF 1.5 0 39 10.6 +11.4
BDIV AAM Brentview Dividend Growth ETF 1.5 49 -10 3.7 +4.5
KAT Scharf ETF 1.5 87 -48 4.7 +5.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.5 12 27 4.4 +5.3
VTWV Vanguard Russell 2000 Value ETF 1.5 10 29 5.7 +6.5
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 4 6.2 +7.0
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 4 3.8 +4.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.5 20 19 4.8 +5.7
DLN WisdomTree U.S. LargeCap Dividend Fund 1.5 28 11 5.2 +6.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.5 29 10 5.4 +6.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.4 25 14 4.8 +5.6
DXUV Dimensional US Vector Equity ETF 1.4 28 11 5.2 +6.1
FVAL Fidelity Value Factor ETF 1.4 15 24 6.0 +6.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.4 9 30 3.5 +4.4
CVAR Cultivar ETF 1.4 87 -48 6.7 +7.6
SPIT F/m Emerald Special Situations ETF 1.4 105 -66 -0.9 -0.1
SRHQ SRH U.S. Quality ETF 1.3 35 4 6.4 +7.3
GURU Global X Guru Index ETF 1.3 75 -36 2.6 +3.4
ACWI iShares MSCI ACWI ETF 1.3 32 7 4.7 +5.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.3 64 -25 0.9 +1.8
DTD WisdomTree U.S. Total Dividend Fund 1.3 28 11 5.5 +6.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.3 35 4 4.4 +5.3
GVLU Gotham 1000 Value ETF 1.3 50 -11 8.1 +9.0
APUE ActivePassive U.S. Equity ETF 1.3 45 -6 4.0 +4.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 35 5.1 +6.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.3 75 -36 3.4 +4.3
MOTI VanEck Morningstar International Moat ETF 1.3 58 -19 9.4 +10.3
FDWM Fidelity Women's Leadership ETF 1.2 59 -20 4.2 +5.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.2 7 32 6.4 +7.3
IOO iShares Global 100 ETF 1.2 41 -2 4.0 +4.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.2 52 -13 5.7 +6.5
PRAY FIS Christian Stock Fund 1.2 69 -30 4.2 +5.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 30 4.9 +5.7
VFMO Vanguard U.S. Momentum Factor ETF 1.2 13 26 2.5 +3.4
RPG Invesco S&P 500 Pure Growth ETF 1.2 35 4 2.7 +3.5
VT Vanguard Total World Stock ETF 1.2 6 33 5.1 +5.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.1 70 -31 4.6 +5.4
GOP Unusual Whales Subversive Republican Trading ETF 1.1 50 -11 4.6 +5.5
IWM iShares Russell 2000 ETF 1.1 19 20 3.2 +4.0
RSSL Global X Russell 2000 ETF 1.1 8 31 3.2 +4.0
VTWO Vanguard Russell 2000 ETF 1.1 7 32 3.3 +4.2
GLOF iShares Global Equity Factor ETF 1.1 20 19 5.9 +6.7
IWP iShares Russell Mid-Cap Growth ETF 1.1 23 16 2.8 +3.7
ITEQ BlueStar Israel Technology ETF 1.1 75 -36 1.4 +2.3
IUS Invesco RAFI Strategic US ETF 1.1 19 20 5.9 +6.8
KRMA Global X Conscious Companies ETF 1.1 43 -4 5.4 +6.2
CRTC Xtrackers US National Critical Technologies ETF 1.1 35 4 4.3 +5.1
FTC First Trust Large Cap Growth AlphaDEX Fund 1.1 59 -20 1.7 +2.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 19 5.6 +6.4
QQQ Invesco QQQ Trust Series I 1.1 20 19 3.5 +4.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -31 1.7 +2.6
QQQM Invesco NASDAQ 100 ETF 1.1 15 24 3.6 +4.5
XDAT Franklin Exponential Data ETF 1.0 50 -11 2.5 +3.3
IGV iShares Expanded Tech-Software Sector ETF 1.0 41 -2 3.6 +4.5
FLN First Trust Latin America AlphaDEX Fund 1.0 80 -41 9.0 +9.8
GEW Cambria Global EW ETF 1.0 29 10 5.3 +6.2
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -37 4.0 +4.8
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 33 2.6 +3.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.0 60 -21 -0.9 -0.0
KCE State Street SPDR S&P Capital Markets ETF 1.0 35 4 5.9 +6.7
PSC Principal U.S. Small-Cap ETF 1.0 38 1 6.1 +6.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.0 9 30 5.5 +6.3
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.0 12 27 3.4 +4.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.9 15 24 6.6 +7.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.9 35 4 3.8 +4.6
IEDI iShares U.S. Consumer Focused ETF 0.9 18 21 4.6 +5.5
STXK Strive Small-Cap ETF 0.9 18 21 5.3 +6.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.9 61 -22 4.9 +5.8
EUSA iShares MSCI USA Equal Weighted ETF 0.9 9 30 5.6 +6.4
CGIE Capital Group International Equity ETF 0.9 54 -15 4.2 +5.1
BKIE BNY Mellon International Equity ETF 0.9 4 35 5.8 +6.6
CFA VictoryShares US 500 Volatility Wtd ETF 0.8 35 4 5.3 +6.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.8 40 -1 5.2 +6.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.8 30 9 3.9 +4.8
SIZE iShares MSCI USA Size Factor ETF 0.8 15 24 5.6 +6.4
BFOR ALPS Barron's 400 ETF 0.8 65 -26 4.9 +5.8
RSP Invesco S&P 500 Equal Weight ETF 0.8 20 19 5.9 +6.7
ILCV iShares Morningstar Value ETF 0.8 4 35 5.6 +6.4
WCEO Hypatia Women CEO ETF 0.8 85 -46 2.9 +3.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.8 75 -36 6.5 +7.3
FBCV Fidelity Blue Chip Value ETF 0.8 59 -20 6.4 +7.2
EZM WisdomTree U.S. MidCap Fund 0.8 38 1 7.5 +8.4
QQMG Invesco ESG NASDAQ 100 ETF 0.8 20 19 3.6 +4.4
AVSC Avantis U.S Small Cap Equity ETF 0.8 25 14 4.5 +5.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 18 3.3 +4.1
FTA First Trust Large Cap Value AlphaDEX Fund 0.8 59 -20 7.4 +8.3
OPTZ Optimize Strategy Index ETF 0.8 50 -11 4.2 +5.0
IWO iShares Russell 2000 Growth ETF 0.8 24 15 0.7 +1.5
VTWG Vanguard Russell 2000 Growth ETF 0.8 10 29 0.8 +1.7
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.8 60 -21 9.3 +10.2
EBI Longview Advantage ETF 0.7 35 4 5.7 +6.5
STXI Strive International Developed Markets ETF 0.7 29 10 5.5 +6.3
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 19 5.2 +6.1
IMCG iShares Morningstar Mid-Cap Growth ETF 0.7 6 33 3.7 +4.6
VO Vanguard Mid-Cap ETF 0.7 4 35 5.4 +6.2
FEX First Trust Large Cap Core AlphaDEX Fund 0.7 59 -20 5.0 +5.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.7 58 -19 5.1 +5.9
IMTM iShares MSCI Intl Momentum Factor ETF 0.7 30 9 4.5 +5.4
YNOT Horizon Digital Frontier ETF 0.7 75 -36 2.7 +3.5
FNDX Schwab Fundamental US Large Co. Index ETF 0.7 25 14 6.3 +7.1
VBK Vanguard Small-Cap Growth ETF 0.7 7 32 1.5 +2.4
FESM Fidelity Enhanced Small Cap ETF 0.7 28 11 2.8 +3.7
PRF Invesco FTSE RAFI US 1000 ETF 0.7 39 0 5.8 +6.7
ETHO Etho Climate Leadership U.S. ETF 0.7 47 -8 4.7 +5.5
SFGV Sequoia Global Value ETF 0.7 23 16 7.1 +7.9
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.7 20 19 5.4 +6.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.7 52 -13 4.9 +5.7
FXO First Trust Financials AlphaDEX Fund 0.7 62 -23 7.5 +8.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 15 6.4 +7.2
DSMC Distillate Small/Mid Cash Flow ETF 0.7 55 -16 11.2 +12.1
IWR iShares Russell Midcap ETF 0.7 19 20 5.5 +6.3
IXN iShares Global Tech ETF 0.7 41 -2 3.0 +3.8
DSTX Distillate International Fundamental Stability & Value ETF 0.7 55 -16 6.4 +7.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 4 6.3 +7.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.7 25 14 6.2 +7.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.7 25 14 4.3 +5.2
ISCB iShares Morningstar Small-Cap ETF 0.6 4 35 5.1 +5.9
EWI iShares MSCI Italy ETF 0.6 50 -11 8.5 +9.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.6 17 22 5.2 +6.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.6 12 27 5.3 +6.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.6 56 -17 5.7 +6.6
VALQ American Century U.S. Quality Value ETF 0.6 29 10 6.7 +7.6
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 2 5.3 +6.2
QDF FlexShares Quality Dividend Index Fund 0.6 37 2 5.5 +6.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.6 41 -2 6.2 +7.1
IJT iShares S&P Small-Cap 600 Growth ETF 0.6 18 21 4.6 +5.5
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.6 12 27 5.0 +5.9
DFAS Dimensional U.S. Small Cap ETF 0.6 26 13 5.7 +6.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.6 60 -21 9.4 +10.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.6 18 21 6.2 +7.0
ROUS Hartford Multifactor US Equity ETF 0.6 19 20 6.0 +6.8
FEUZ First Trust Eurozone AlphaDEX ETF 0.6 80 -41 6.2 +7.1
DGT State Street SPDR Global Dow ETF 0.6 50 -11 5.7 +6.6
IMCB iShares Morningstar Mid-Cap ETF 0.6 4 35 5.5 +6.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 4 6.9 +7.7
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.6 15 24 4.6 +5.5
IYF iShares U.S. Financials ETF 0.6 40 -1 5.7 +6.5
USCF Themes US Cash Flow Champions ETF 0.6 29 10 7.6 +8.4
ULVM VictoryShares US Value Momentum ETF 0.6 20 19 6.3 +7.1
PTL Inspire 500 ETF 0.6 9 30 4.7 +5.6
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.5 55 -16 9.0 +9.9
IWS iShares Russell Mid-Cap Value ETF 0.5 23 16 6.2 +7.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.5 45 -6 2.2 +3.0
TMFX Motley Fool Next Index ETF 0.5 50 -11 2.9 +3.7
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.5 86 -47 13.2 +14.0
QINT American Century Quality Diversified International ETF 0.5 39 0 5.9 +6.7
XMMO Invesco S&P MidCap Momentum ETF 0.5 34 5 3.7 +4.5
SCHF Schwab International Equity ETF 0.5 6 33 5.9 +6.7
IDEV iShares Core MSCI International Developed Markets ETF 0.5 4 35 5.8 +6.7
IBUY Amplify Online Retail ETF 0.5 65 -26 1.7 +2.6
NIXT Research Affiliates Deletions ETF 0.5 9 30 7.4 +8.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.5 35 4 6.5 +7.4
IJR iShares Core S&P Small Cap ETF 0.5 6 33 6.6 +7.5
JHMM John Hancock Multifactor Mid Cap ETF 0.5 42 -3 5.3 +6.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 0 4.3 +5.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.5 3 36 5.7 +6.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 19 4.8 +5.7
NUSC Nuveen ESG Small-Cap ETF 0.5 31 8 4.5 +5.4
VXF Vanguard Extended Market ETF 0.5 5 34 4.0 +4.9
QLC FlexShares US Quality Large Cap Index Fund 0.5 25 14 4.7 +5.5
RWL Invesco S&P 500 Revenue ETF 0.5 39 0 5.9 +6.7
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 36 6.6 +7.5
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 7 32 6.6 +7.5
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 12 7.7 +8.6
VSGX Vanguard ESG International Stock ETF 0.5 10 29 6.4 +7.2
VEA Vanguard FTSE Developed Markets ETF 0.5 3 36 5.8 +6.7
PSCF Invesco S&P SmallCap Financials ETF 0.5 29 10 8.5 +9.3
SPVU Invesco S&P 500 Enhanced Value ETF 0.5 13 26 8.6 +9.5
XOEF iShares S&P 500 ex S&P 100 ETF 0.5 20 19 4.8 +5.6
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 -3 5.7 +6.5
EES WisdomTree U.S. SmallCap Fund 0.5 38 1 7.6 +8.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.5 10 29 4.8 +5.6
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.5 12 27 6.4 +7.2
RCGE RockCreek Global Equality ETF 0.5 95 -56 5.9 +6.8
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 16 5.3 +6.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.5 15 24 6.8 +7.7
WWJD Inspire International ETF 0.5 80 -41 6.1 +6.9
LGCF Themes US Cash Flow Champions ETF 0.4 30 9 7.4 +8.2
SCHA Schwab U.S. Small-Cap ETF 0.4 4 35 4.9 +5.8
VGT Vanguard Information Technology ETF 0.4 9 30 3.5 +4.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.4 39 0 6.4 +7.3
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 33 7.1 +7.9
XT iShares Exponential Technologies ETF 0.4 46 -7 4.3 +5.1
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 21 8.5 +9.3
ACWX iShares MSCI ACWI ex U.S. ETF 0.4 34 5 6.2 +7.0
ISRA VanEck Israel ETF 0.4 59 -20 5.6 +6.5
FTEC Fidelity MSCI Information Technology Index ETF 0.4 8 31 3.4 +4.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 29 8.4 +9.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.4 52 -13 5.3 +6.2
XSHQ Invesco S&P SmallCap Quality ETF 0.4 29 10 6.7 +7.6
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 14 6.0 +6.8
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.4 15 24 8.5 +9.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 14 6.7 +7.6
NANC Unusual Whales Subversive Democratic Trading ETF 0.4 75 -36 3.0 +3.9
RPV Invesco S&P 500 Pure Value ETF 0.4 35 4 8.8 +9.6
CWI SPDR MSCI ACWI ex-US ETF 0.4 30 9 6.2 +7.0
BLES Inspire Global Hope ETF 0.4 61 -22 5.9 +6.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 -28 8.4 +9.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -56 -0.4 +0.4
VEU Vanguard FTSE All-World ex-US Index Fund 0.4 4 35 6.5 +7.4
JAVA JPMorgan Active Value ETF 0.4 44 -5 5.4 +6.3
IXUS iShares Core MSCI Total International Stock ETF 0.4 7 32 6.4 +7.3
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 -21 8.3 +9.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 19 7.1 +8.0
XJR iShares ESG Screened S&P Small-Cap ETF 0.4 12 27 6.6 +7.4
VB Vanguard Small-Cap ETF 0.4 5 34 5.3 +6.1
IJK iShares S&P Mid-Cap 400 Growth ETF 0.4 17 22 4.8 +5.7
VXUS Vanguard Total International Stock ETF 0.4 5 34 6.5 +7.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.3 10 29 5.0 +5.8
VFMV Vanguard U.S. Minimum Volatility ETF 0.3 13 26 5.2 +6.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.3 65 -26 1.8 +2.7
SFYX SoFi Next 500 ETF 0.3 0 39 5.1 +6.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.3 15 24 4.8 +5.7
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 27 6.1 +6.9
FEP First Trust Europe AlphaDEX Fund 0.3 80 -41 6.6 +7.4
REVS Columbia Research Enhanced Value ETF 0.3 19 20 6.9 +7.7
AVMC Avantis U.S. Mid Cap Equity ETF 0.3 18 21 5.9 +6.7
EWZ iShares MSCI Brazil ETF 0.3 58 -19 10.2 +11.1
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -29 3.2 +4.0
HAPS Harbor Human Capital Factor US Small Cap ETF 0.3 60 -21 3.4 +4.3
AVSD Avantis Responsible International Equity ETF 0.3 23 16 4.4 +5.3
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 33 7.5 +8.3
IPKW Invesco International BuyBack Achievers ETF 0.3 55 -16 7.6 +8.5
VOE Vanguard Mid-Cap Value ETF 0.3 7 32 6.7 +7.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 -21 5.9 +6.7
VFMF Vanguard U.S. Multifactor ETF 0.3 18 21 6.6 +7.4
EQAL Invesco Russell 1000 Equal Weight ETF 0.3 20 19 6.2 +7.1
IJH iShares Core S&P Mid-Cap ETF 0.3 5 34 6.2 +7.0
MDY SPDR S&P Midcap 400 ETF Trust 0.3 24 15 6.0 +6.8
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.3 58 -19 5.9 +6.7
IQDG WisdomTree International Quality Dividend Growth Fund 0.3 42 -3 5.8 +6.7
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 0 3.8 +4.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 32 5.0 +5.8
AVDE Avantis International Equity ETF 0.3 23 16 6.0 +6.9
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.3 58 -19 5.6 +6.5
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.3 80 -41 6.6 +7.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.3 7 32 6.2 +7.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.3 3 36 6.2 +7.1
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 14 8.2 +9.0
DFIS Dimensional International Small Cap ETF 0.3 39 0 5.9 +6.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 0 2.7 +3.6
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.3 20 19 5.7 +6.5
VFQY Vanguard U.S. Quality Factor ETF 0.3 13 26 5.4 +6.3
JVAL JPMorgan U.S. Value Factor ETF 0.3 12 27 6.9 +7.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 0 8.0 +8.9
CLOD Themes Cloud Computing ETF 0.2 35 4 3.6 +4.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 4 5.0 +5.8
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -13 6.0 +6.9
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 27 5.6 +6.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 14 6.6 +7.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.2 35 4 4.9 +5.8
PKW Invesco Buyback Achievers ETF 0.2 62 -23 7.1 +8.0
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 21 7.5 +8.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.2 4 35 5.1 +5.9
EWQ iShares MSCI France ETF 0.2 53 -14 6.0 +6.9
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 24 7.5 +8.4
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.2 20 19 8.7 +9.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 29 7.7 +8.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 20 5.1 +5.9
DIM WisdomTree International MidCap Dividend Fund 0.2 58 -19 6.0 +6.9
DEUS Xtrackers Russell US Multifactor ETF 0.2 17 22 5.9 +6.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 0 8.3 +9.2
EUFN iShares MSCI Europe Financials ETF 0.2 51 -12 6.9 +7.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.2 60 -21 4.1 +4.9
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.2 40 -1 4.2 +5.0
VLUE iShares MSCI USA Value Factor ETF 0.2 15 24 7.7 +8.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 24 6.2 +7.1
DFAI Dimensional International Core Equity Market ETF 0.2 18 21 5.8 +6.6
ISMD Inspire Small/Mid Cap ETF 0.2 54 -15 4.6 +5.4
SSPY Syntax Stratified LargeCap ETF 0.2 30 9 5.8 +6.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 0 4.9 +5.7
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 24 5.3 +6.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.2 15 24 5.3 +6.1
IWD iShares Russell 1000 Value ETF 0.2 19 20 5.5 +6.4
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.2 12 27 7.0 +7.9
VONV Vanguard Russell 1000 Value ETF 0.2 7 32 5.6 +6.5
DFSV Dimensional US Small Cap Value ETF 0.2 31 8 8.7 +9.6
SCJ iShares MSCI Japan Small-Cap ETF 0.2 50 -11 5.3 +6.2
VTV Vanguard Value ETF 0.2 4 35 5.8 +6.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.2 35 4 6.2 +7.0
IGM iShares Expanded Tech Sector ETF 0.2 41 -2 3.2 +4.0
PRXV Praxis Impact Large Cap Value ETF 0.2 36 3 5.7 +6.5
RECS Columbia Research Enhanced Core ETF 0.2 15 24 5.2 +6.1
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 16 7.0 +7.9
FDN First Trust Dow Jones Internet Index Fund 0.1 52 -13 3.0 +3.9
FDND FT Vest Dow Jones Internet & Target Income ETF 0.1 75 -36 2.8 +3.7
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 35 5.7 +6.6
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.1 9 30 7.7 +8.6
STXV Strive 1000 Value ETF 0.1 18 21 6.9 +7.7
DIVB iShares Core Dividend ETF 0.1 5 34 7.2 +8.0
VBR Vanguard Small Cap Value ETF 0.1 7 32 7.7 +8.6
VFVA Vanguard U.S. Value Factor ETF 0.1 13 26 9.2 +10.0
SMMD iShares Russell 2500 ETF 0.1 15 24 5.8 +6.6
DISV Dimensional International Small Cap Value ETF 0.1 42 -3 7.3 +8.2
AVDS Avantis International Small Cap Equity ETF 0.1 30 9 5.6 +6.4
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 35 6.0 +6.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 -6 6.0 +6.8
GWX SPDR S&P International Small Cap ETF 0.1 40 -1 5.5 +6.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 -6 6.9 +7.7
STXM Strive Mid-Cap ETF 0.1 18 21 5.3 +6.2
EZU iShares MSCI Eurozone ETF 0.1 52 -13 5.6 +6.4
FELV Fidelity Enhanced Large Cap Value ETF 0.1 18 21 5.9 +6.7
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.1 32 7 5.2 +6.0
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 21 3.3 +4.1
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 11 8.5 +9.3
BKF iShares MSCI BIC ETF 0.1 69 -30 11.9 +12.8
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 -1 5.9 +6.7
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 27 4.8 +5.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -10 5.7 +6.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 19 5.6 +6.4
DFUV Dimensional US Marketwide Value ETF 0.1 22 17 6.3 +7.1
EFV iShares MSCI EAFE Value ETF 0.1 34 5 7.2 +8.1
AVEM Avantis Emerging Markets Equity ETF 0.1 33 6 6.8 +7.7
FLJP Franklin FTSE Japan ETF 0.1 9 30 5.0 +5.8
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 -7 5.8 +6.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 15 5.9 +6.7
FLEE Franklin FTSE Europe ETF 0.1 9 30 6.1 +6.9
XCNY SPDR S&P Emerging Markets ex-China ETF 0.1 15 24 6.0 +6.8
DFIC Dimensional International Core Equity 2 ETF 0.1 23 16 6.0 +6.8
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 21 5.6 +6.4
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 24 6.3 +7.1
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 6 6.3 +7.2
DIVI Franklin International Core Dividend Tilt Index ETF 0.1 9 30 6.5 +7.4
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 19 5.7 +6.5
IEUR iShares Core MSCI Europe ETF 0.0 11 28 6.1 +7.0
EMXC iShares MSCI Emerging Markets ex China ETF 0.0 25 14 5.3 +6.2
VIGI Vanguard International Dividend Appreciation ETF 0.0 10 29 5.6 +6.5
VGK Vanguard FTSE Europe ETF 0.0 6 33 6.2 +7.1
SPEU SPDR Portfolio Europe ETF 0.0 7 32 6.2 +7.0
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 15 5.3 +6.1
BCDF Horizon Kinetics Blockchain Development ETF 0.0 85 -46 4.0 +4.9
IDHQ Invesco S&P International Developed High Quality ETF 0.0 29 10 5.2 +6.0
FLJH Franklin FTSE Japan Hedged ETF 0.0 9 30 5.1 +5.9
IQSI IQ Candriam International Equity ETF 0.0 15 24 5.3 +6.2
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 32 9.0 +9.9
IEFA iShares Core MSCI EAFE ETF 0.0 7 32 5.8 +6.7
JPXN iShares JPX-Nikkei 400 ETF 0.0 48 -9 5.1 +6.0
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.0 20 19 5.2 +6.1
IEV iShares Europe ETF 0.0 67 -28 5.6 +6.5
EFA iShares MSCI EAFE ETF 0.0 35 4 5.5 +6.3
EEM iShares MSCI Emerging Markets ETF 0.0 69 -30 7.6 +8.5
IVLU iShares MSCI Intl Value Factor ETF 0.0 30 9 8.0 +8.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 9 6.2 +7.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 9 7.7 +8.5
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 30 8.1 +8.9
IEUS iShares MSCI Europe Small-Cap ETF 0.0 42 -3 6.4 +7.2
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 28 7.5 +8.3
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -27 7.3 +8.2
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 3 7.6 +8.4
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 6 6.6 +7.4
DIHP Dimensional International High Profitability ETF 0.0 29 10 5.6 +6.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.0 36 3 5.7 +6.5
VYMI Vanguard International High Dividend Yield ETF 0.0 17 22 7.6 +8.5
DFLV Dimensional US Large Cap Value ETF 0.0 22 17 6.3 +7.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 14 7.5 +8.4
IPAC iShares Core MSCI Pacific ETF 0.0 9 30 5.2 +6.0
VPL Vanguard FTSE Pacific ETF 0.0 7 32 5.2 +6.0
AVMV Avantis U.S. Mid Cap Value ETF 0.0 20 19 7.4 +8.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.0 14 25 5.3 +6.1
SCHC Schwab International Small-Cap Equity ETF 0.0 11 28 6.4 +7.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 9 5.7 +6.6
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 -26 7.0 +7.8
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 -1 6.2 +7.0
DTH WisdomTree International High Dividend Fund 0.0 58 -19 6.9 +7.8
DWM WisdomTree International Equity Fund 0.0 48 -9 6.0 +6.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 8 31 6.2 +7.0
INTF iShares International Equity Factor ETF 0.0 15 24 6.2 +7.1
DXIV Dimensional International Vector Equity ETF 0.0 34 5 6.2 +7.1
GXC SPDR S & P China ETF 0.0 59 -20 14.7 +15.6
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 -10 8.2 +9.1
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -26 -1.1 -0.3
AVIV Avantis International Large Cap Value ETF 0.0 25 14 7.0 +7.8
FENI Fidelity Enhanced International ETF 0.0 28 11 5.3 +6.1
DEW WisdomTree Global High Dividend Fund 0.0 58 -19 7.0 +7.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 -3 4.7 +5.5

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

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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 -2.0 %
Divided by: Fwd. P/BV 4.3 x
Less: Expense ratio 39 bp
Equals: ALTAR Score -0.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.53 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.