Fidelity Crypto Industry and Digital Payments ETF
ALTAR
Score™		 -1.1% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 121.0x P/Sales
ratio		 6.1x
P/BV
ratio		 6.3x Div.
yield		 0.4%


  • 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) $165
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 May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
23.6% 63.5% -- -- 19.0%

Market Correlations
versus... Beta R-squared
S&P500 2.95 49%
MSCI EAFE 1.75 28%
MSCI Emg. Mkts. 1.52 37%

Technical Indicators
Recent close $45.99
30d moving avg. $44.53
Annualized volatility 63.3%
Short interest (ETF) 1.9%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 55
Turnover 1.5%
Bid/Ask (% of price) 0.80%
ADV underlying (mns) $5,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 708 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™: -1.1%


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
(%)
DAPP VanEck Digital Transformation ETF 39.9 50 -11 0.0 +1.1
BITQ Bitwise Crypto Industry Innovators ETF 38.2 85 -46 -2.0 -0.9
IBLC iShares Blockchain and Tech ETF 33.2 47 -8 -1.2 -0.0
MNRS Grayscale Bitcoin Miners ETF 32.4 59 -20 -1.9 -0.8
WGMI Valkyrie Bitcoin Miners ETF 30.3 75 -36 -2.3 -1.2
BWEB Bitwise Web3 ETF 25.3 85 -46 -0.1 +1.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 23.2 61 -22 -0.7 +0.4
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 20.0 85 -46 0.0 +1.1
BLOK Amplify Transformational Data Sharing ETF 19.9 75 -36 -0.2 +1.0
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 19.5 75 -36 6.3 +7.5
BCOR Grayscale Bitcoin Adopters ETF 17.9 59 -20 1.8 +3.0
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 17.6 61 -22 1.5 +2.6
AGIX KraneShares Artificial Intelligence and Technology ETF 17.0 99 -60 1.0 +2.1
FINX Global X FinTech ETF 16.5 68 -29 3.0 +4.1
WTRE WisdomTree New Economy Real Estate Fund 10.3 58 -19 -0.3 +0.8
STCE Schwab Crypto Thematic ETF 10.2 30 9 2.2 +3.3
BPAY BlackRock Future Financial and Technology ETF 10.0 70 -31 5.4 +6.6
TCAI Tortoise AI Infrastructure ETF 9.7 65 -26 1.1 +2.2
XSW State Street SPDR S&P Software & Services ETF 7.5 35 4 2.8 +4.0
SPRX Spear Alpha ETF 6.8 75 -36 -0.8 +0.4
PTF Invesco Dorsey Wright Technology Momentum ETF 6.5 60 -21 -0.9 +0.2
ARKF ARK Fintech Innovation ETF 6.1 75 -36 0.3 +1.4
IVRS iShares Future Metaverse Tech and Communications ETF 5.9 47 -8 5.1 +6.2
RSPF Invesco S&P 500 Equal Weight Financials ETF 5.6 40 -1 6.3 +7.4
HYP Golden Eagle Dynamic Hypergrowth ETF 5.5 85 -46 -0.8 +0.4
BUZZ VanEck Social Sentiment ETF 5.1 75 -36 -0.7 +0.5
PSCT Invesco S&P SmallCap Information Technology ETF 5.1 29 10 2.9 +4.0
ARKK ARK Innovation ETF 5.0 75 -36 -2.8 -1.7
BUYZ Franklin Disruptive Commerce ETF 5.0 50 -11 2.4 +3.6
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.8 85 -46 4.0 +5.2
DTEC ALPS Disruptive Technologies ETF 4.7 50 -11 3.7 +4.8
PWB Invesco Large Cap Growth ETF 4.7 56 -17 1.8 +3.0
PCGG Polen Capital Global Growth ETF 4.6 85 -46 3.9 +5.0
LOGO Alpha Brands Consumption Leaders ETF 4.6 69 -30 2.5 +3.7
DUNK Dana Unconstrained Equity ETF 4.6 75 -36 1.9 +3.0
FDFF Fidelity Disruptive Finance ETF 4.6 50 -11 5.4 +6.6
ARKW ARK Next Generation Internet ETF 4.5 87 -48 0.6 +1.7
YALL God Bless America ETF 4.5 65 -26 4.4 +5.5
ISHP First Trust Nasdaq Retail ETF 4.4 60 -21 5.4 +6.6
FNCL Fidelity MSCI Financials Index ETF 4.1 8 31 6.0 +7.1
PSET Principal Quality ETF 4.1 15 24 4.9 +6.0
XLF Financial Select Sector SPDR 4.0 8 31 5.6 +6.7
VFH Vanguard Financials ETF 4.0 9 30 6.0 +7.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 4.0 20 19 0.8 +1.9
FDG American Century Focused Dynamic Growth ETF 3.9 45 -6 1.7 +2.8
AIPO Defiance AI & Power Infrastructure ETF 3.8 69 -30 0.7 +1.8
FFF Founders 100 ETF 3.7 75 -36 2.4 +3.5
GINN Goldman Sachs Innovate Equity ETF 3.6 52 -13 3.7 +4.8
IYJ iShares U.S. Industrials ETF 3.6 40 -1 3.9 +5.1
AOTS AOT Software Platform ETF 3.6 49 -10 4.7 +5.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.6 60 -21 5.8 +6.9
IXG iShares Global Financials ETF 3.6 42 -3 6.1 +7.2
IYG iShares US Financial Services ETF 3.5 40 -1 5.1 +6.2
CBSE Clough Select Equity ETF 3.5 85 -46 0.3 +1.4
FDNI First Trust Dow Jones International Internet ETF 3.5 65 -26 25.1 +26.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 3.4 40 -1 2.9 +4.1
PNQI Invesco NASDAQ Internet ETF 3.4 60 -21 3.9 +5.0
CGGR Capital Group Growth ETF 3.4 39 0 2.5 +3.6
JEPI JPMorgan Equity Premium Income ETF 3.3 35 4 5.1 +6.2
CZAR Themes Natural Monopoly ETF 3.3 35 4 5.4 +6.5
DUHP Dimensional US High Profitability ETF 3.3 21 18 5.1 +6.2
SPGP Invesco S&P 500 GARP ETF 3.3 34 5 5.6 +6.8
IVES Wedbush ETFMG Global Cloud Technology ETF 3.2 68 -29 3.5 +4.6
ANEW ProShares MSCI Transformational Changes ETF 3.2 45 -6 4.4 +5.5
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 3.2 68 -29 0.5 +1.7
FFTY Innovator IBD 50 ETF 3.2 80 -41 -0.1 +1.1
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 3.2 49 -10 5.0 +6.1
FTCE First Trust New Constructs Core Earnings Leaders ETF 3.2 60 -21 4.4 +5.5
SXQG ETC 6 Meridian Quality Growth ETF 3.1 100 -61 3.0 +4.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.1 12 27 3.4 +4.5
RVER Trenchless Fund ETF 3.1 65 -26 0.6 +1.7
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 3.1 40 -1 3.8 +5.0
GURU Global X Guru Index ETF 3.1 75 -36 2.3 +3.5
USXF iShares ESG Advanced MSCI USA ETF 3.1 10 29 3.7 +4.8
VEGN US Vegan Climate ETF 3.1 60 -21 3.1 +4.3
SCHG Schwab U.S. Large-Cap Growth ETF 3.1 4 35 3.3 +4.4
LVDS JPMorgan Fundamental Data Science Large Value ETF 3.0 49 -10 4.8 +5.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.0 29 10 3.9 +5.0
PFM Invesco Dividend Achievers ETF 3.0 53 -14 4.6 +5.7
SPHQ Invesco S&P 500 Quality ETF 3.0 15 24 4.3 +5.5
GVIP Goldman Sachs Hedge Industry VIP ETF 3.0 45 -6 2.2 +3.4
MBCC Monarch Blue Chips Core ETF 3.0 125 -86 3.6 +4.8
NULC Nuveen ESG Large-Cap ETF 3.0 21 18 3.9 +5.0
NULG Nuveen ESG Large-Cap Growth ETF 3.0 26 13 2.7 +3.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 3.0 45 -6 4.7 +5.8
USMC Principal U.S. Mega-Cap ETF 3.0 12 27 3.5 +4.6
VSLU Applied Finance Valuation Large Cap ETF 3.0 49 -10 4.9 +6.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.0 15 24 6.3 +7.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.0 15 24 7.3 +8.4
SNPG Xtrackers S&P 500 Growth ESG ETF 3.0 15 24 3.8 +4.9
LOWV AB US Low Volatility Equity ETF 3.0 48 -9 4.4 +5.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.0 48 -9 5.5 +6.7
EMOT First Trust S&P 500 Economic Moat ETF 3.0 60 -21 7.7 +8.8
FTCS First Trust Capital Strength ETF 3.0 55 -16 5.6 +6.7
XPND First Trust Expanded Technology ETF 3.0 65 -26 2.7 +3.8
QUAL iShares MSCI USA Quality Factor ETF 3.0 15 24 4.3 +5.5
TOPT iShares Top 20 U.S. Stocks ETF 3.0 20 19 3.2 +4.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.0 65 -26 3.5 +4.6
TMFC Motley Fool 100 Index ETF 3.0 50 -11 2.9 +4.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.0 50 -11 3.4 +4.6
VUSE Vident U.S. Equity Strategy ETF 3.0 50 -11 3.6 +4.7
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 3.0 15 24 4.2 +5.3
STXD Strive 1000 Dividend Growth ETF 3.0 35 4 4.3 +5.4
TOLL Tema Durable Quality ETF 3.0 75 -36 3.7 +4.8
BEEZ Honeytree U.S. Equity ETF 3.0 64 -25 3.7 +4.8
SEMG Suncoast Select Growth ETF 3.0 60 -21 3.8 +4.9
AKRE Akre Focus ETF 3.0 106 -67 4.3 +5.4
MFIG Motley Fool Innovative Growth Factor ETF 3.0 50 -11 2.7 +3.9
VDIG Vanguard Wellington Dividend Growth Active ETF 3.0 40 -1 4.4 +5.5
VIG Vanguard Dividend Appreciation ETF 3.0 5 34 4.8 +6.0
VNSE Natixis Vaughan Nelson Select ETF 3.0 80 -41 3.3 +4.4
CAML Congress Large Cap Growth ETF 3.0 66 -27 2.4 +3.5
QLV FlexShares US Quality Low Volatility Index Fund 3.0 22 17 5.0 +6.2
QGRW WisdomTree U.S. Quality Growth Fund 3.0 28 11 2.8 +3.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 3.0 15 24 5.0 +6.1
MGK Vanguard Mega Cap Growth ETF 2.9 7 32 16.8 +17.9
FFOG Franklin Focused Growth ETF 2.9 61 -22 1.5 +2.6
SPMV Invesco S&P 500 Minimum Variance ETF 2.9 10 29 5.3 +6.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.9 10 29 3.6 +4.8
IWY iShares Russell Top 200 Growth ETF 2.9 20 19 3.5 +4.7
IWC iShares Micro-Cap ETF 2.9 60 -21 -1.4 -0.2
XLG Invesco S&P 500 Top 50 ETF 2.8 20 19 3.6 +4.7
LEAD Siren DIVCON Leaders Dividend ETF 2.8 43 -4 3.4 +4.6
FELG Fidelity Enhanced Large Cap Growth ETF 2.8 18 21 3.3 +4.4
VONG Vanguard Russell 1000 Growth ETF 2.8 7 32 3.5 +4.7
IWFG IQ Winslow Focused Large Cap Growth ETF 2.8 65 -26 2.1 +3.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.8 9 30 4.1 +5.2
FLRG Fidelity U.S. Multifactor ETF 2.8 15 24 5.8 +6.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.8 12 27 3.6 +4.7
QLTY GMO U.S. Quality ETF 2.8 50 -11 3.9 +5.0
IWF iShares Russell 1000 Growth ETF 2.8 19 20 14.2 +15.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.8 19 20 5.0 +6.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.8 10 29 4.1 +5.2
JQUA JPMorgan U.S. Quality Factor ETF 2.7 12 27 4.8 +6.0
RDVY First Trust Rising Dividend Achievers ETF 2.7 50 -11 4.9 +6.0
VUG Vanguard Growth ETF 2.7 4 35 20.1 +21.2
MODL VictoryShares WestEnd U.S. Sector ETF 2.7 42 -3 4.0 +5.1
SUSL iShares ESG MSCI USA Leaders ETF 2.7 10 29 4.1 +5.3
PRXG Praxis Impact Large Cap Growth ETF 2.6 36 3 3.1 +4.2
DSI iShares MSCI KLD 400 Social ETF 2.6 25 14 4.0 +5.2
SHRY First Trust Bloomberg Shareholder Yield ETF 2.6 60 -21 8.7 +9.9
AQLT iShares MSCI Global Quality Factor ETF 2.6 18 21 0.0 +1.1
SPXT ProShares S&P 500 Ex-Technology ETF 2.6 9 30 4.8 +5.9
SRHQ SRH U.S. Quality ETF 2.6 35 4 6.2 +7.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.6 70 -31 2.0 +3.1
ABFL Abacus FCF Leaders ETF 2.5 59 -20 3.7 +4.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.5 7 32 4.3 +5.5
SPHB Invesco S&P 500 High Beta ETF 2.5 25 14 3.4 +4.5
EGUS iShares ESG Aware MSCI USA Growth ETF 2.5 18 21 2.9 +4.1
AVUQ Avantis U.S. Quality ETF 2.5 15 24 3.5 +4.7
GLBL Pacer MSCI World Industry Advantage ETF 2.5 65 -26 3.3 +4.4
LGRO Level Four Large Cap Growth Active ETF 2.4 55 -16 3.6 +4.8
KLMN Invesco MSCI North America Climate ETF 2.4 9 30 4.2 +5.4
FQAL Fidelity Quality Factor ETF 2.4 15 24 4.8 +5.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.4 18 21 5.1 +6.2
JSTC Adasina Social Justice All Cap Global ETF 2.4 89 -50 4.2 +5.3
QVML Invesco S&P 500 QVM Multi-factor ETF 2.4 11 28 4.2 +5.4
OEI Optimized Equity Income ETF 2.3 75 -36 3.5 +4.6
NACP Impact Shares NAACP Minority Empowerment ETF 2.3 49 -10 3.5 +4.7
VTWV Vanguard Russell 2000 Value ETF 2.3 10 29 4.8 +5.9
SNPE Xtrackers S&P 500 ESG ETF 2.3 10 29 4.2 +5.4
AGRW Allspring LT Large Growth ETF 2.3 35 4 3.3 +4.4
XMAG Defiance Large Cap ex-Mag 7 ETF 2.3 35 4 4.2 +5.3
IWN iShares Russell 2000 Value ETF 2.3 24 15 4.6 +5.8
ILCG iShares Morningstar Growth ETF 2.3 4 35 3.0 +4.1
FDLO Fidelity Low Volatility Factor ETF 2.3 15 24 4.8 +6.0
GPT Intelligent Alpha Atlas ETF 2.3 69 -30 6.0 +7.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.2 35 4 2.9 +4.0
CGUS Capital Group Core Equity ETF 2.2 33 6 3.5 +4.6
LCLG Logan Capital Broad Innovative Growth ETF 2.2 99 -60 2.7 +3.8
OALC OneAscent Large Cap Core ETF 2.1 86 -47 3.3 +4.4
TTAC FCF US Quality ETF 2.1 59 -20 5.6 +6.7
RVRB Reverb ETF 2.1 30 9 3.8 +4.9
PBUS Invesco MSCI USA ETF 2.0 4 35 4.1 +5.3
USMV iShares MSCI USA Min Vol Factor ETF 2.0 15 24 5.3 +6.4
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 14 5.3 +6.4
OEF iShares S&P 100 ETF 2.0 20 19 3.8 +4.9
DGRW WisdomTree US Quality Dividend Growth Fund 2.0 28 11 4.9 +6.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.9 65 -26 7.1 +8.2
STXG Strive 1000 Growth ETF 1.9 18 21 3.2 +4.3
ALTL Pacer Lunt Large Cap Alternator ETF 1.9 60 -21 4.3 +5.5
GSPY Gotham Enhanced 500 ETF 1.9 50 -11 4.3 +5.4
DSPY Tema S&P 500 Historical Weight ETF 1.9 18 21 4.3 +5.4
SPLV Invesco S&P 500 Low Volatility ETF 1.9 25 14 5.0 +6.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.9 25 14 4.9 +6.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 19 4.1 +5.3
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.9 86 -47 0.3 +1.4
INRO iShares U.S. Industry Rotation Active ETF 1.9 42 -3 3.4 +4.6
TOPC iShares S&P 500 3% Capped ETF 1.9 15 24 4.3 +5.4
CATH Global X S&P 500 Catholic Values Custom ETF 1.9 29 10 3.9 +5.1
SGLC SGI U.S. Large Cap Core ETF 1.9 85 -46 3.6 +4.7
ESGV Vanguard ESG U.S. Stock ETF 1.9 9 30 4.1 +5.2
BJK VanEck Gaming ETF 1.9 65 -26 4.5 +5.6
ENHU iShares Enhanced Large Cap Core Active ETF 1.9 22 17 4.0 +5.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.9 32 7 3.9 +5.0
BKSE BNY Mellon US Small Cap Core Equity ETF 1.9 4 35 5.1 +6.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.8 15 24 4.1 +5.2
TIME Clockwise Core Equity & Innovation ETF 1.8 95 -56 2.0 +3.2
SPXV ProShares S&P 500 Ex-Health Care ETF 1.8 9 30 3.8 +5.0
SUSA iShares MSCI USA ESG Select ETF 1.8 25 14 3.9 +5.0
MGC Vanguard Mega Cap ETF 1.8 7 32 3.8 +5.0
FCPI Fidelity Stocks for Inflation ETF 1.8 15 24 5.8 +6.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.8 8 31 4.3 +5.5
QGRO American Century U.S. Quality Growth ETF 1.8 29 10 3.9 +5.0
DAK Dakota Active Equity ETF 1.8 43 -4 3.7 +4.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.8 10 29 4.2 +5.3
XVV iShares ESG Screened S&P 500 ETF 1.7 8 31 4.1 +5.2
THRO iShares U.S. Thematic Rotation Active ETF 1.7 90 -51 3.0 +4.1
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 30 4.0 +5.1
JGRO JPMorgan Active Growth ETF 1.7 44 -5 2.4 +3.5
FELC Fidelity Enhanced Large Cap Core ETF 1.7 18 21 4.3 +5.4
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.7 61 -22 5.8 +6.9
METV Roundhill Ball Metaverse ETF 1.7 59 -20 7.9 +9.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.7 7 32 4.0 +5.1
IWL iShares Russell Top 200 ETF 1.7 15 24 3.8 +4.9
ROE Astoria US Quality Kings ETF 1.7 49 -10 5.1 +6.2
QWLD SPDR MSCI World StrategicFactors ETF 1.7 30 9 5.1 +6.3
GQI Natixis Gateway Quality Income ETF 1.7 34 5 4.5 +5.6
CHRI Global X S&P 500 Christian Values ETF 1.7 29 10 3.9 +5.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.7 2 37 4.1 +5.2
AOTG AOT Growth and Innovation ETF 1.7 75 -36 1.2 +2.3
BKLC BNY Mellon US Large Cap Core Equity ETF 1.7 0 39 4.1 +5.2
KLMT Invesco MSCI Global Climate 500 ETF 1.7 10 29 4.8 +6.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.7 20 19 3.9 +5.0
VOOG Vanguard S&P 500 Growth ETF 1.7 7 32 18.2 +19.3
VOTE TCW Transform 500 ETF 1.7 5 34 4.0 +5.2
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.6 12 27 5.6 +6.7
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.6 4 35 3.0 +4.1
ACVF American Conservative Values ETF 1.6 75 -36 3.6 +4.8
CHGX AXS Change Finance ESG ETF 1.6 49 -10 4.1 +5.3
SFYF SoFi Social 50 ETF 1.6 29 10 0.8 +1.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 30 3.6 +4.7
SPYM State Street SPDR Portfolio S&P 500 ETF 1.6 2 37 4.2 +5.3
SPY SPDR S&P 500 ETF 1.6 9 30 4.1 +5.2
LRGF iShares U.S. Equity Factor ETF 1.6 8 31 4.5 +5.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.6 18 21 3.8 +5.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.6 9 30 4.3 +5.4
RAUS RACWI US ETF 1.6 15 24 4.1 +5.2
FMKT The Free Markets ETF 1.6 76 -37 4.1 +5.3
DFSU Dimensional US Sustainability Core 1 ETF 1.6 18 21 4.6 +5.7
CGGO Capital Group Global Growth Equity ETF 1.6 47 -8 3.8 +5.0
ESGU iShares ESG Aware MSCI USA ETF 1.6 15 24 4.1 +5.2
VOO Vanguard S&P 500 ETF 1.6 3 36 4.1 +5.3
DGRO iShares Core Dividend Growth ETF 1.6 8 31 5.5 +6.6
IVW iShares S&P 500 Growth ETF 1.6 18 21 2.9 +4.0
GXLC Global X U.S. 500 ETF 1.6 2 37 4.0 +5.1
VFQY Vanguard U.S. Quality Factor ETF 1.6 13 26 5.4 +6.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.6 4 35 5.6 +6.7
IVV iShares Core S&P 500 ETF 1.6 3 36 4.2 +5.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 28 4.1 +5.2
RSSL Global X Russell 2000 ETF 1.6 8 31 2.6 +3.7
HDUS Hartford Disciplined US Equity ETF 1.6 19 20 4.7 +5.8
DCOR Dimensional US Core Equity 1 ETF 1.5 14 25 4.5 +5.6
DFUS Dimensional U.S. Equity ETF 1.5 9 30 4.0 +5.1
VV Vanguard Large-Cap ETF 1.5 4 35 4.0 +5.2
IVE iShares S&P 500 Value ETF 1.5 18 21 5.5 +6.6
WOMN Impact Shares YWCA Women's Empowerment ETF 1.5 75 -36 4.8 +5.9
VOOV Vanguard S&P 500 Value ETF 1.5 7 32 5.6 +6.7
MVPA Miller Value Partners Appreciation ETF 1.5 60 -21 10.1 +11.2
PDP Invesco Dorsey Wright Momentum ETF 1.5 62 -23 1.4 +2.5
PFI Invesco Dorsey Wright Financial Momentum ETF 1.5 60 -21 4.6 +5.7
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.5 39 0 3.9 +5.1
GGRW Gabelli Growth Innovators ETF 1.5 90 -51 2.0 +3.1
RAYD Rayliant Quantitative Developed Market Equity ETF 1.5 80 -41 3.5 +4.6
JGLO JPMorgan Global Select Equity ETF 1.5 33 6 4.2 +5.4
FTGS First Trust Growth Strength ETF 1.5 60 -21 3.6 +4.7
BELT iShares Long-Term U.S. Equity Active ETF 1.5 75 -36 2.2 +3.3
TMFG Motley Fool Global Opportunities ETF 1.5 85 -46 3.7 +4.8
JGRW Jensen Quality Growth ETF 1.5 57 -18 4.1 +5.2
ABIG Argent Large Cap ETF 1.5 49 -10 4.2 +5.4
VUSG Vanguard Wellington U.S. Growth Active ETF 1.5 35 4 2.5 +3.6
IDMO Invesco S&P International Developed Momentum ETF 1.5 25 14 5.0 +6.1
BBCA JPMorgan BetaBuilders Canada ETF 1.5 19 20 5.3 +6.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.5 42 -3 3.9 +5.0
FLCA Franklin FTSE Canada ETF 1.5 9 30 5.4 +6.5
JIG JPMorgan International Growth ETF 1.5 55 -16 3.4 +4.6
WCLD WisdomTree Cloud Computing Fund 1.5 45 -6 1.5 +2.6
NBDS Neuberger Berman Disrupters ETF 1.5 55 -16 0.7 +1.8
FDTX Fidelity Disruptive Technology ETF 1.5 50 -11 1.4 +2.6
EWC iShares MSCI Canada ETF 1.5 50 -11 5.0 +6.1
LOUP Innovator Deepwater Frontier Tech ETF 1.5 70 -31 0.8 +1.9
TOGA Tremblant Global ETF 1.5 69 -30 -0.2 +0.9
PIEL Pacer International Export Leaders ETF 1.5 60 -21 3.8 +5.0
ILCB iShares Morningstar U.S. Equity ETF 1.5 3 36 4.0 +5.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.5 25 14 5.3 +6.5
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 4 6.4 +7.5
SCHX Schwab U.S. Large-Cap ETF 1.5 3 36 4.2 +5.3
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.5 3 36 4.3 +5.4
FBCG Fidelity Blue Chip Growth ETF 1.5 59 -20 2.1 +3.2
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 24 4.8 +5.9
IUSG iShares Core S&P U.S. Growth ETF 1.5 4 35 3.0 +4.2
TRFM AAM Transformers ETF 1.5 49 -10 0.9 +2.0
VONE Vanguard Russell 1000 ETF 1.5 7 32 4.2 +5.3
IWM iShares Russell 2000 ETF 1.5 19 20 2.5 +3.7
SCHK Schwab 1000 Index ETF 1.5 5 34 4.2 +5.3
VTHR Vanguard Russell 3000 ETF 1.5 7 32 4.1 +5.2
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 0 7.8 +9.0
RAFE PIMCO RAFI ESG U.S. ETF 1.5 29 10 6.0 +7.1
FSST Fidelity Sustainable U.S. Equity ETF 1.5 59 -20 3.5 +4.6
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 1.5 75 -36 1.7 +2.9
VTI Vanguard Total Stock Market ETF 1.5 3 36 4.0 +5.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.5 9 30 4.3 +5.4
RUNN Running Oak Efficient Growth ETF 1.5 58 -19 4.9 +6.1
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -36 4.5 +5.6
SPMO Invesco S&P 500 Momentum ETF 1.5 13 26 2.8 +3.9
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -20 2.7 +3.8
YLDE ClearBridge Dividend Strategy ESG ETF 1.5 60 -21 5.2 +6.3
DVND Touchstone Dividend Select ETF 1.5 67 -28 5.1 +6.3
LCF Touchstone US Large Cap Focused ETF 1.5 69 -30 3.6 +4.8
FFLC Fidelity Fundamental Large Cap Core ETF 1.5 38 1 3.7 +4.9
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -9 3.8 +4.9
QUVU Hartford Quality Value ETF 1.5 46 -7 5.5 +6.6
USSE Segall Bryant & Hamill Select Equity ETF 1.5 65 -26 2.9 +4.0
ASLV Allspring Special Large Value ETF 1.5 35 4 5.1 +6.2
EDOW First Trust Dow 30 Equal Weight ETF 1.5 50 -11 4.6 +5.7
BLCR iShares Large Cap Core Active ETF 1.5 36 3 2.8 +3.9
DIA SPDR Dow Jones Industrial Average ETF 1.5 16 23 4.6 +5.8
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -40 3.3 +4.4
BDIV AAM Brentview Dividend Growth ETF 1.5 49 -10 3.6 +4.7
RGEF Rockefeller Global Equity ETF 1.5 55 -16 3.7 +4.8
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.5 49 -10 3.7 +4.8
KAT Scharf ETF 1.5 87 -48 6.2 +7.4
AQEC AQE Core ETF 1.5 49 -10 5.3 +6.5
DVGR DAC 3D Dividend Growth ETF 1.5 65 -26 4.7 +5.8
IWV iShares Russell 3000 ETF 1.5 20 19 3.9 +5.1
DFVX Dimensional US Large Cap Vector ETF 1.5 22 17 5.2 +6.3
IWB iShares Russell 1000 ETF 1.5 15 24 4.1 +5.2
IGV iShares Expanded Tech-Software Sector ETF 1.5 41 -2 3.5 +4.6
PY Principal Value ETF 1.5 15 24 7.0 +8.1
IUSV iShares Core S&P US Value ETF 1.5 4 35 5.7 +6.9
IYY iShares Dow Jones U.S. ETF 1.5 20 19 4.0 +5.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 36 4.1 +5.2
EPS WisdomTree U.S. LargeCap Fund 1.5 8 31 4.6 +5.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.5 14 25 4.1 +5.2
SCHB Schwab U.S. Broad Market ETF 1.5 3 36 4.1 +5.3
SFTY Horizon Managed Risk ETF 1.5 77 -38 3.4 +4.5
STOX Horizon Core Equity ETF 1.5 70 -31 3.5 +4.6
FUNL CornerCap Fundametrics Large-Cap ETF 1.5 50 -11 6.3 +7.4
DFAU Dimensional US Core Equity Market ETF 1.5 12 27 4.2 +5.3
DFAC Dimensional U.S. Core Equity 2 ETF 1.4 17 22 4.6 +5.7
ISCG iShares Morningstar Small-Cap Growth ETF 1.4 6 33 2.7 +3.8
AIEQ AI Powered Equity ETF 1.4 75 -36 3.6 +4.7
HAPI Harbor Human Capital Factor US Large Cap ETF 1.4 36 3 4.1 +5.2
RW Rainwater Equity ETF 1.4 125 -86 3.0 +4.1
AFLG First Trust Active Factor Large Cap ETF 1.4 55 -16 4.9 +6.0
DXUV Dimensional US Vector Equity ETF 1.4 28 11 5.2 +6.3
TOK iShares MSCI Kokusai ETF 1.4 26 13 4.2 +5.4
CGDV Capital Group Dividend Value ETF 1.4 33 6 3.7 +4.9
VTWO Vanguard Russell 2000 ETF 1.4 7 32 2.7 +3.8
USEW Cambria US EW ETF 1.4 30 9 4.0 +5.2
FVAL Fidelity Value Factor ETF 1.3 15 24 5.8 +7.0
JHML John Hancock Multifactor Large Cap ETF 1.3 29 10 4.4 +5.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 27 4.4 +5.5
AVUS Avantis U.S. Equity ETF 1.3 15 24 4.6 +5.8
RFFC ALPS Active Equity Opportunity ETF 1.3 48 -9 3.6 +4.7
APUE ActivePassive U.S. Equity ETF 1.3 45 -6 3.8 +5.0
YOKE Yoke Core ETF 1.3 42 -3 3.5 +4.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.3 70 -31 4.7 +5.9
URTH iShares MSCI World ETF 1.3 24 15 4.3 +5.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.3 35 4 4.3 +5.4
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 11 5.3 +6.5
FBCV Fidelity Blue Chip Value ETF 1.3 59 -20 5.7 +6.8
MOTI VanEck Morningstar International Moat ETF 1.3 58 -19 10.2 +11.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.2 25 14 4.8 +5.9
CVAR Cultivar ETF 1.2 87 -48 7.1 +8.3
VBK Vanguard Small-Cap Growth ETF 1.2 7 32 1.2 +2.3
EQL Alps Equal Sector Weight ETF 1.2 25 14 5.0 +6.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.2 7 32 6.4 +7.6
SFY SoFi Select 500 ETF 1.2 0 39 3.7 +4.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 19 4.6 +5.8
RPG Invesco S&P 500 Pure Growth ETF 1.2 35 4 2.4 +3.5
DSMC Distillate Small/Mid Cash Flow ETF 1.2 55 -16 10.8 +11.9
VOT Vanguard Mid-Cap Growth ETF 1.1 7 32 3.0 +4.1
ACWI iShares MSCI ACWI ETF 1.1 32 7 4.6 +5.7
DTD WisdomTree U.S. Total Dividend Fund 1.1 28 11 5.6 +6.7
KCE State Street SPDR S&P Capital Markets ETF 1.1 35 4 5.7 +6.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.1 30 9 4.0 +5.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 30 4.8 +5.9
SIXS ETC 6 Meridian Small Cap Equity ETF 1.1 89 -50 7.8 +9.0
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -21 6.0 +7.2
IUS Invesco RAFI Strategic US ETF 1.1 19 20 5.5 +6.6
VT Vanguard Total World Stock ETF 1.1 6 33 4.9 +6.0
EBI Longview Advantage ETF 1.1 35 4 5.8 +6.9
FDWM Fidelity Women's Leadership ETF 1.1 59 -20 3.8 +5.0
EUSA iShares MSCI USA Equal Weighted ETF 1.1 9 30 5.4 +6.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 19 5.4 +6.5
FYC First Trust Small Cap Growth AlphaDEX Fund 1.1 71 -32 -0.6 +0.5
STXK Strive Small-Cap ETF 1.1 18 21 5.0 +6.2
SIZE iShares MSCI USA Size Factor ETF 1.1 15 24 5.4 +6.5
FTA First Trust Large Cap Value AlphaDEX Fund 1.1 59 -20 7.6 +8.7
QQQ Invesco QQQ Trust Series I 1.1 20 19 3.1 +4.2
QQQM Invesco NASDAQ 100 ETF 1.1 15 24 3.1 +4.2
DSTX Distillate International Fundamental Stability & Value ETF 1.0 55 -16 6.5 +7.6
FFND Future Fund Active ETF 1.0 100 -61 4.3 +5.4
KRMA Global X Conscious Companies ETF 1.0 43 -4 5.1 +6.2
CGIE Capital Group International Equity ETF 1.0 54 -15 4.5 +5.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.0 95 -56 -0.6 +0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.0 9 30 5.1 +6.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.0 60 -21 -0.9 +0.2
JHSC John Hancock Multifactor Small Cap ETF 1.0 42 -3 5.8 +7.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 4 3.3 +4.4
IOO iShares Global 100 ETF 1.0 41 -2 3.8 +4.9
CRTC Xtrackers US National Critical Technologies ETF 1.0 35 4 4.1 +5.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -36 5.9 +7.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.0 75 -36 3.1 +4.2
IWP iShares Russell Mid-Cap Growth ETF 1.0 23 16 2.8 +3.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.0 45 -6 1.7 +2.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.0 64 -25 1.2 +2.3
IEDI iShares U.S. Consumer Focused ETF 1.0 18 21 5.1 +6.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.9 15 24 6.0 +7.1
GLOF iShares Global Equity Factor ETF 0.9 20 19 5.5 +6.6
GOP Unusual Whales Subversive Republican Trading ETF 0.9 50 -11 4.1 +5.2
GEW Cambria Global EW ETF 0.9 29 10 5.3 +6.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.9 75 -36 1.6 +2.8
XDAT Franklin Exponential Data ETF 0.9 50 -11 1.2 +2.3
EZM WisdomTree U.S. MidCap Fund 0.9 38 1 7.8 +8.9
CFA VictoryShares US 500 Volatility Wtd ETF 0.9 35 4 5.2 +6.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.9 40 -1 5.2 +6.3
ISCB iShares Morningstar Small-Cap ETF 0.9 4 35 5.3 +6.4
GQQQ Astoria US Quality Growth Kings ETF 0.9 35 4 3.2 +4.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.9 79 -40 3.9 +5.0
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.9 60 -21 8.9 +10.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.8 65 -26 4.4 +5.6
RSP Invesco S&P 500 Equal Weight ETF 0.8 20 19 5.8 +6.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 22 4.8 +5.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.8 12 27 6.1 +7.2
STXI Strive International Developed Markets ETF 0.8 29 10 6.2 +7.4
SURE AdvisorShares Insiders Advantage ETF 0.8 90 -51 7.6 +8.7
NANC Unusual Whales Subversive Democratic Trading ETF 0.8 75 -36 2.8 +4.0
DBSC Deepwater Beachfront Small Cap ETF 0.8 85 -46 1.1 +2.3
ITEQ BlueStar Israel Technology ETF 0.8 75 -36 1.1 +2.2
QQMG Invesco ESG NASDAQ 100 ETF 0.8 20 19 3.0 +4.1
IWO iShares Russell 2000 Growth ETF 0.8 24 15 0.5 +1.6
ILCV iShares Morningstar Value ETF 0.8 4 35 5.3 +6.4
WTV WisdomTree US Value ETF 0.8 12 27 7.6 +8.8
IBUY Amplify Online Retail ETF 0.8 65 -26 2.2 +3.3
WCEO Hypatia Women CEO ETF 0.7 85 -46 4.6 +5.7
BFOR ALPS Barron's 400 ETF 0.7 65 -26 4.8 +6.0
SMMD iShares Russell 2500 ETF 0.7 15 24 5.3 +6.4
DFAS Dimensional U.S. Small Cap ETF 0.7 26 13 5.4 +6.5
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 19 5.7 +6.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 15 5.8 +6.9
FESM Fidelity Enhanced Small Cap ETF 0.7 28 11 2.2 +3.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.7 58 -19 5.0 +6.2
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.7 15 24 3.6 +4.7
OPTZ Optimize Strategy Index ETF 0.7 50 -11 3.2 +4.3
PRF Invesco FTSE RAFI US 1000 ETF 0.7 34 5 5.5 +6.6
XJR iShares ESG Screened S&P Small-Cap ETF 0.7 12 27 6.0 +7.1
IJT iShares S&P Small-Cap 600 Growth ETF 0.7 18 21 3.5 +4.7
VXF Vanguard Extended Market ETF 0.7 5 34 3.6 +4.8
FNDX Schwab Fundamental US Large Co. Index ETF 0.7 25 14 6.1 +7.2
CLOD Themes Cloud Computing ETF 0.7 35 4 3.2 +4.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 4 6.0 +7.1
BKIE BNY Mellon International Equity ETF 0.7 4 35 5.9 +7.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.7 20 19 3.9 +5.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.7 21 18 2.8 +3.9
TPHD Timothy Plan High Dividend Stock ETF 0.7 52 -13 6.0 +7.1
WLDR Affinity World Leaders Equity ETF 0.7 67 -28 5.5 +6.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.7 29 10 5.4 +6.5
VTWG Vanguard Russell 2000 Growth ETF 0.6 10 29 0.6 +1.7
FNDB Schwab Fundamental US Broad Market Index ETF 0.6 25 14 6.0 +7.2
VO Vanguard Mid-Cap ETF 0.6 4 35 20.5 +21.7
WWJD Inspire International ETF 0.6 80 -41 6.2 +7.3
WSML iShares MSCI World Small-Cap ETF 0.6 15 24 5.2 +6.4
SQLV Royce Quant Small-Cap Quality Value ETF 0.6 60 -21 7.7 +8.9
ETHO Etho Climate Leadership U.S. ETF 0.6 47 -8 4.1 +5.3
YNOT Horizon Digital Frontier ETF 0.6 75 -36 2.5 +3.6
VB Vanguard Small-Cap ETF 0.6 5 34 5.1 +6.2
GVLU Gotham 1000 Value ETF 0.6 50 -11 8.2 +9.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.6 52 -13 4.8 +6.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 4 6.6 +7.7
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.6 49 -10 7.1 +8.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 36 6.2 +7.3
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 7 32 6.0 +7.1
FTEC Fidelity MSCI Information Technology Index ETF 0.6 8 31 2.9 +4.0
VFMO Vanguard U.S. Momentum Factor ETF 0.6 13 26 1.6 +2.7
FEX First Trust Large Cap Core AlphaDEX Fund 0.6 59 -20 4.8 +5.9
IMCG iShares Morningstar Mid-Cap Growth ETF 0.6 6 33 3.2 +4.3
IDV iShares International Select Dividend ETF 0.6 51 -12 9.2 +10.3
IJR iShares Core S&P Small Cap ETF 0.6 6 33 6.1 +7.3
BLES Inspire Global Hope ETF 0.6 61 -22 5.6 +6.8
IWR iShares Russell Midcap ETF 0.6 19 20 5.2 +6.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.6 10 29 3.5 +4.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.6 67 -28 8.5 +9.7
USCF Themes US Cash Flow Champions ETF 0.6 29 10 7.7 +8.8
VGT Vanguard Information Technology ETF 0.5 9 30 24.1 +25.2
IYF iShares U.S. Financials ETF 0.5 40 -1 5.6 +6.7
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.5 12 27 5.2 +6.3
DGT State Street SPDR Global Dow ETF 0.5 50 -11 5.5 +6.7
IXN iShares Global Tech ETF 0.5 41 -2 2.5 +3.6
IEUS iShares MSCI Europe Small-Cap ETF 0.5 42 -3 6.7 +7.9
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.5 20 19 5.6 +6.7
XMMO Invesco S&P MidCap Momentum ETF 0.5 34 5 3.2 +4.3
AIQ Global X Artificial Intelligence & Technology ETF 0.5 68 -29 2.6 +3.7
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.5 86 -47 13.2 +14.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.5 55 -16 8.7 +9.8
SCHF Schwab International Equity ETF 0.5 6 33 5.7 +6.8
IDEV iShares Core MSCI International Developed Markets ETF 0.5 4 35 5.9 +7.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 0 3.4 +4.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.5 25 14 4.1 +5.2
AVMC Avantis U.S. Mid Cap Equity ETF 0.5 18 21 5.9 +7.0
ULVM VictoryShares US Value Momentum ETF 0.5 20 19 6.0 +7.1
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.5 15 24 8.7 +9.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.5 3 36 5.6 +6.7
TMFX Motley Fool Next Index ETF 0.5 50 -11 3.0 +4.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 10 29 8.7 +9.8
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 21 8.7 +9.8
RWL Invesco S&P 500 Revenue ETF 0.5 39 0 5.6 +6.7
IMCB iShares Morningstar Mid-Cap ETF 0.5 4 35 5.1 +6.2
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 2 5.4 +6.5
QDF FlexShares Quality Dividend Index Fund 0.5 37 2 5.2 +6.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.5 41 -2 5.8 +6.9
PSCF Invesco S&P SmallCap Financials ETF 0.5 29 10 8.2 +9.4
SPVU Invesco S&P 500 Enhanced Value ETF 0.5 13 26 8.2 +9.3
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.5 18 21 6.1 +7.3
EES WisdomTree U.S. SmallCap Fund 0.5 38 1 7.7 +8.8
SCHA Schwab U.S. Small-Cap ETF 0.5 4 35 4.2 +5.3
IWS iShares Russell Mid-Cap Value ETF 0.5 23 16 5.9 +7.0
VEA Vanguard FTSE Developed Markets ETF 0.5 3 36 5.7 +6.9
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 12 8.1 +9.2
VSGX Vanguard ESG International Stock ETF 0.5 10 29 6.3 +7.4
RCGE RockCreek Global Equality ETF 0.5 95 -56 6.0 +7.1
LGCF Themes US Cash Flow Champions ETF 0.5 30 9 7.2 +8.3
PTL Inspire 500 ETF 0.5 9 30 4.3 +5.5
JHMM John Hancock Multifactor Mid Cap ETF 0.4 42 -3 5.3 +6.4
NUSC Nuveen ESG Small-Cap ETF 0.4 31 8 4.8 +5.9
QLC FlexShares US Quality Large Cap Index Fund 0.4 25 14 4.4 +5.6
XOEF iShares S&P 500 ex S&P 100 ETF 0.4 20 19 4.5 +5.7
NIXT Research Affiliates Deletions ETF 0.4 9 30 6.5 +7.6
AVSC Avantis U.S Small Cap Equity ETF 0.4 25 14 4.5 +5.6
QINT American Century Quality Diversified International ETF 0.4 39 0 6.5 +7.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.4 35 4 5.9 +7.1
XSHQ Invesco S&P SmallCap Quality ETF 0.4 29 10 6.7 +7.8
RPV Invesco S&P 500 Pure Value ETF 0.4 35 4 8.7 +9.8
MFVL Motley Fool Value Factor ETF 0.4 50 -11 5.8 +7.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 24 6.6 +7.7
AIVI WisdomTree International AI Enhanced Value Fund 0.4 58 -19 6.1 +7.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 33 6.9 +8.1
FPX First Trust US Equity Opportunities ETF 0.4 61 -22 0.7 +1.8
TPSC Timothy Plan US Small Cap Core ETF 0.4 52 -13 6.5 +7.6
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -21 3.3 +4.4
EWZ iShares MSCI Brazil ETF 0.4 58 -19 11.1 +12.2
VEU Vanguard FTSE All-World ex-US Index Fund 0.4 4 35 6.5 +7.6
ACWX iShares MSCI ACWI ex U.S. ETF 0.4 34 5 6.2 +7.3
CWI SPDR MSCI ACWI ex-US ETF 0.4 30 9 6.2 +7.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.4 30 9 3.7 +4.8
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 19 7.2 +8.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 14 7.5 +8.6
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 32 6.4 +7.5
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.3 58 -19 6.2 +7.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 0 6.8 +7.9
VXUS Vanguard Total International Stock ETF 0.3 5 34 6.4 +7.5
ISRA VanEck Israel ETF 0.3 59 -20 6.0 +7.1
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 33 7.6 +8.8
AFSM First Trust Active Factor Small Cap ETF 0.3 75 -36 5.5 +6.6
IQDG WisdomTree International Quality Dividend Growth Fund 0.3 42 -3 5.6 +6.7
IPKW Invesco International BuyBack Achievers ETF 0.3 55 -16 8.1 +9.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 -22 5.2 +6.3
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.3 58 -19 5.2 +6.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 14 5.9 +7.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.3 20 19 6.0 +7.1
XT iShares Exponential Technologies ETF 0.3 46 -7 3.8 +4.9
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 -1 6.0 +7.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 32 5.1 +6.2
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 0 3.5 +4.6
REVS Columbia Research Enhanced Value ETF 0.3 19 20 6.5 +7.7
STXM Strive Mid-Cap ETF 0.3 18 21 5.8 +7.0
ISCF iShares International SmallCap Equity Factor ETF 0.3 23 16 7.2 +8.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 0 2.2 +3.3
DFSV Dimensional US Small Cap Value ETF 0.3 31 8 8.7 +9.8
FMDE Fidelity Enhanced Mid Cap ETF 0.3 23 16 5.3 +6.4
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.3 15 24 4.0 +5.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.3 10 29 4.0 +5.1
IJK iShares S&P Mid-Cap 400 Growth ETF 0.3 17 22 3.9 +5.1
VOE Vanguard Mid-Cap Value ETF 0.3 7 32 6.7 +7.8
VALQ American Century U.S. Quality Value ETF 0.3 29 10 7.0 +8.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.3 25 14 6.0 +7.2
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 27 5.8 +6.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 0 7.6 +8.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 4 5.7 +6.8
VFMV Vanguard U.S. Minimum Volatility ETF 0.2 13 26 5.7 +6.8
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 0 6.6 +7.7
MDY SPDR S&P Midcap 400 ETF Trust 0.2 23 16 5.7 +6.9
PKW Invesco Buyback Achievers ETF 0.2 62 -23 7.2 +8.4
AVSD Avantis Responsible International Equity ETF 0.2 23 16 5.8 +7.0
DIM WisdomTree International MidCap Dividend Fund 0.2 58 -19 6.1 +7.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 36 5.9 +7.1
SSPY Syntax Stratified LargeCap ETF 0.2 30 9 5.9 +7.1
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 27 6.5 +7.7
ROUS Hartford Multifactor US Equity ETF 0.2 19 20 5.2 +6.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 32 5.9 +7.0
IJH iShares Core S&P Mid-Cap ETF 0.2 5 34 5.9 +7.0
FDN First Trust Dow Jones Internet Index Fund 0.2 52 -13 2.7 +3.8
FDND FT Vest Dow Jones Internet & Target Income ETF 0.2 75 -36 2.6 +3.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 0 7.2 +8.3
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.2 20 19 5.8 +7.0
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 11 8.4 +9.6
DEUS Xtrackers Russell US Multifactor ETF 0.2 17 22 6.3 +7.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 20 4.7 +5.8
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.2 40 -1 3.5 +4.7
IGM iShares Expanded Tech Sector ETF 0.2 41 -2 2.5 +3.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 24 5.9 +7.1
JAVA JPMorgan Active Value ETF 0.2 44 -5 5.3 +6.5
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.2 20 19 8.4 +9.6
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 24 4.8 +5.9
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 27 5.3 +6.4
VFVA Vanguard U.S. Value Factor ETF 0.2 13 26 9.3 +10.4
ISMD Inspire Small/Mid Cap ETF 0.2 54 -15 4.8 +6.0
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 24 7.7 +8.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 21 7.7 +8.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 29 7.8 +8.9
IVSI Applied Finance IVS International Large ETF 0.2 65 -26 5.8 +7.0
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.2 12 27 3.3 +4.5
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 24 5.7 +6.8
VLUE iShares MSCI USA Value Factor ETF 0.2 15 24 6.0 +7.1
STXV Strive 1000 Value ETF 0.2 18 21 6.7 +7.8
ALRG Allspring LT Large Core ETF 0.2 28 11 3.5 +4.6
IWD iShares Russell 1000 Value ETF 0.2 19 20 5.2 +6.4
VONV Vanguard Russell 1000 Value ETF 0.1 7 32 5.3 +6.4
DFIS Dimensional International Small Cap ETF 0.1 39 0 6.0 +7.1
SCJ iShares MSCI Japan Small-Cap ETF 0.1 50 -11 5.5 +6.6
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.1 35 4 4.7 +5.9
RECS Columbia Research Enhanced Core ETF 0.1 15 24 5.2 +6.4
AVDE Avantis International Equity ETF 0.1 23 16 6.1 +7.2
VTV Vanguard Value ETF 0.1 4 35 5.7 +6.8
FNK First Trust Mid Cap Value AlphaDEX Fund 0.1 70 -31 9.5 +10.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.1 35 4 6.2 +7.3
SFGV Sequoia Global Value ETF 0.1 23 16 7.0 +8.1
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 35 5.4 +6.5
DFAI Dimensional International Core Equity Market ETF 0.1 18 21 5.9 +7.0
VBR Vanguard Small Cap Value ETF 0.1 7 32 7.7 +8.8
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 24 2.2 +3.3
DIVB iShares Core Dividend ETF 0.1 5 34 6.8 +8.0
AVDS Avantis International Small Cap Equity ETF 0.1 30 9 5.9 +7.1
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 14 7.8 +8.9
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 -6 5.4 +6.5
FELV Fidelity Enhanced Large Cap Value ETF 0.1 18 21 5.4 +6.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 -6 6.5 +7.7
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 35 5.6 +6.7
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 19 5.7 +6.8
PRXV Praxis Impact Large Cap Value ETF 0.1 36 3 5.4 +6.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -10 5.9 +7.0
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 14 3.1 +4.3
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.1 32 7 5.3 +6.5
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 21 3.0 +4.1
FLEE Franklin FTSE Europe ETF 0.1 9 30 6.1 +7.2
SPEU SPDR Portfolio Europe ETF 0.1 7 32 6.3 +7.4
VYM Vanguard High Dividend Yield Index ETF 0.1 6 33 6.0 +7.1
BCDF Horizon Kinetics Blockchain Development ETF 0.1 85 -46 3.8 +4.9
IEUR iShares Core MSCI Europe ETF 0.1 11 28 6.3 +7.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 19 4.2 +5.3
VGK Vanguard FTSE Europe ETF 0.1 6 33 6.4 +7.5
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 19 5.4 +6.5
DFUV Dimensional US Marketwide Value ETF 0.0 22 17 5.9 +7.1
HLAL Wahed FTSE USA Shariah ETF 0.0 50 -11 3.5 +4.6
BKF iShares MSCI BIC ETF 0.0 69 -30 14.6 +15.8
VYMI Vanguard International High Dividend Yield ETF 0.0 17 22 7.8 +8.9
IEV iShares Europe ETF 0.0 67 -28 5.8 +6.9
DFIC Dimensional International Core Equity 2 ETF 0.0 23 16 6.1 +7.2
VIGI Vanguard International Dividend Appreciation ETF 0.0 10 29 6.0 +7.1
IEFA iShares Core MSCI EAFE ETF 0.0 7 32 6.0 +7.1
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 15 5.5 +6.6
IDHQ Invesco S&P International Developed High Quality ETF 0.0 29 10 5.0 +6.2
FLJH Franklin FTSE Japan Hedged ETF 0.0 9 30 4.9 +6.0
FLJP Franklin FTSE Japan ETF 0.0 9 30 5.2 +6.3
DIVI Franklin International Core Dividend Tilt Index ETF 0.0 9 30 6.4 +7.5
EMXF iShares ESG Advanced MSCI EM ETF 0.0 16 23 6.4 +7.5
JPXN iShares JPX-Nikkei 400 ETF 0.0 48 -9 5.3 +6.4
XCNY SPDR S&P Emerging Markets ex-China ETF 0.0 15 24 5.4 +6.6
AVEM Avantis Emerging Markets Equity ETF 0.0 33 6 6.6 +7.8
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.0 15 24 8.4 +9.5
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.0 33 6 5.7 +6.8
GWX SPDR S&P International Small Cap ETF 0.0 40 -1 5.7 +6.8
DIHP Dimensional International High Profitability ETF 0.0 29 10 5.6 +6.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 14 7.2 +8.3
DFLV Dimensional US Large Cap Value ETF 0.0 22 17 6.0 +7.1
SCHC Schwab International Small-Cap Equity ETF 0.0 11 28 6.5 +7.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 9 6.2 +7.3
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 32 9.1 +10.3
DXIV Dimensional International Vector Equity ETF 0.0 34 5 6.4 +7.6
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 28 7.5 +8.6
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -27 6.7 +7.9
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 3 7.1 +8.3
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 6 6.2 +7.4
EMXC iShares MSCI Emerging Markets ex China ETF 0.0 25 14 4.7 +5.8
VFMF Vanguard U.S. Multifactor ETF 0.0 18 21 6.4 +7.6
IQSI IQ Candriam International Equity ETF 0.0 15 24 5.4 +6.5
IPAC iShares Core MSCI Pacific ETF 0.0 9 30 5.4 +6.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 15 6.8 +7.9
DTH WisdomTree International High Dividend Fund 0.0 58 -19 7.2 +8.3
VPL Vanguard FTSE Pacific ETF 0.0 7 32 4.9 +6.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 8 31 6.1 +7.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 9 7.5 +8.6
EEM iShares MSCI Emerging Markets ETF 0.0 69 -30 7.3 +8.5
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.0 69 -30 7.0 +8.1
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 30 7.8 +8.9
GXC SPDR S & P China ETF 0.0 59 -20 18.5 +19.7
AVIV Avantis International Large Cap Value ETF 0.0 25 14 6.8 +8.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 -3 4.0 +5.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 -1 5.5 +6.7
DWM WisdomTree International Equity Fund 0.0 48 -9 5.5 +6.6
INTF iShares International Equity Factor ETF 0.0 15 24 6.4 +7.5
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 -26 6.3 +7.4
DISV Dimensional International Small Cap Value ETF 0.0 42 -3 7.9 +9.1
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -26 0.0 +1.1
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 -10 8.3 +9.4
FENI Fidelity Enhanced International ETF 0.0 28 11 5.6 +6.8
DEW WisdomTree Global High Dividend Fund 0.0 58 -19 7.1 +8.3

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 6.1 x
Less: Expense ratio 39 bp
Equals: ALTAR Score -1.1 %
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.