Fidelity Crypto Industry and Digital Payments ETF
ALTAR
Score™		 -1.1% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 124.6x P/Sales
ratio		 6.3x
P/BV
ratio		 6.5x 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) $170
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 April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
3.8% 56.6% -- -- 14.4%

Market Correlations
versus... Beta R-squared
S&P500 2.73 46%
MSCI EAFE 1.72 25%
MSCI Emg. Mkts. 1.54 33%

Technical Indicators
Recent close $47.36
30d moving avg. $43.20
Annualized volatility 63.3%
Short interest (ETF) 1.9%
Relative strength (RSI) 61

Liquidity measures
Avg. volume (thou.) 56
Turnover 1.6%
Bid/Ask (% of price) 0.87%
ADV underlying (mns) $5,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 709 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 40.6 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 35.7 47 -8 -1.1 -0.0
MNRS Grayscale Bitcoin Miners ETF 34.7 59 -20 -1.8 -0.7
WGMI Valkyrie Bitcoin Miners ETF 32.5 75 -36 -2.2 -1.1
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 27.9 85 -46 0.0 +1.1
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
BLOK Amplify Transformational Data Sharing ETF 21.6 75 -36 -0.2 +0.9
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 20.5 75 -36 6.3 +7.4
BCOR Grayscale Bitcoin Adopters ETF 18.9 59 -20 1.7 +2.8
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 0.9 +2.0
FINX Global X FinTech ETF 17.0 68 -29 2.9 +4.0
STCE Schwab Crypto Thematic ETF 10.6 30 9 2.1 +3.2
WTRE WisdomTree New Economy Real Estate Fund 10.3 58 -19 -0.3 +0.8
BPAY BlackRock Future Financial and Technology ETF 10.0 70 -31 5.4 +6.5
TCAI Tortoise AI Infrastructure ETF 9.5 65 -26 1.0 +2.1
XSW State Street SPDR S&P Software & Services ETF 8.0 35 4 2.5 +3.7
SPRX Spear Alpha ETF 7.5 75 -36 -0.8 +0.3
IVRS iShares Future Metaverse Tech and Communications ETF 6.8 47 -8 4.9 +6.0
ARKF ARK Fintech Innovation ETF 6.7 75 -36 0.2 +1.3
PTF Invesco Dorsey Wright Technology Momentum ETF 6.5 60 -21 -0.9 +0.2
RSPF Invesco S&P 500 Equal Weight Financials ETF 5.6 40 -1 6.6 +7.7
HYP Golden Eagle Dynamic Hypergrowth ETF 5.5 85 -46 -0.8 +0.3
ARKK ARK Innovation ETF 5.5 75 -36 -2.8 -1.7
BUZZ VanEck Social Sentiment ETF 5.3 75 -36 -0.7 +0.4
YALL God Bless America ETF 5.2 65 -26 4.3 +5.4
PSCT Invesco S&P SmallCap Information Technology ETF 5.1 29 10 2.8 +3.9
BUYZ Franklin Disruptive Commerce ETF 5.0 50 -11 2.4 +3.5
ARKW ARK Next Generation Internet ETF 4.9 87 -48 0.6 +1.7
DTEC ALPS Disruptive Technologies ETF 4.8 50 -11 3.3 +4.4
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.8 85 -46 4.2 +5.3
PWB Invesco Large Cap Growth ETF 4.7 56 -17 1.8 +2.9
PCGG Polen Capital Global Growth ETF 4.6 85 -46 3.7 +4.8
LOGO Alpha Brands Consumption Leaders ETF 4.6 69 -30 2.5 +3.6
DUNK Dana Unconstrained Equity ETF 4.6 75 -36 1.8 +2.9
FDFF Fidelity Disruptive Finance ETF 4.6 50 -11 5.5 +6.6
RVER Trenchless Fund ETF 4.5 65 -26 0.5 +1.6
ISHP First Trust Nasdaq Retail ETF 4.4 60 -21 5.3 +6.4
AIPO Defiance AI & Power Infrastructure ETF 4.4 69 -30 0.6 +1.7
XLF Financial Select Sector SPDR 4.2 8 31 5.9 +7.0
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 4.2 20 19 0.7 +1.8
VFH Vanguard Financials ETF 4.1 9 30 6.3 +7.4
FNCL Fidelity MSCI Financials Index ETF 4.1 8 31 6.3 +7.4
PSET Principal Quality ETF 4.1 15 24 4.8 +5.9
FFF Founders 100 ETF 4.0 75 -36 2.2 +3.3
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 3.9 40 -1 4.0 +5.1
FDG American Century Focused Dynamic Growth ETF 3.9 45 -6 1.6 +2.7
FDNI First Trust Dow Jones International Internet ETF 3.8 65 -26 23.0 +24.1
FFTY Innovator IBD 50 ETF 3.7 80 -41 -0.1 +1.0
IXG iShares Global Financials ETF 3.7 42 -3 6.3 +7.4
IYG iShares US Financial Services ETF 3.7 40 -1 5.4 +6.5
IYJ iShares U.S. Industrials ETF 3.7 40 -1 4.0 +5.1
GINN Goldman Sachs Innovate Equity ETF 3.6 52 -13 3.5 +4.7
AOTS AOT Software Platform ETF 3.6 49 -10 4.4 +5.5
TIME Clockwise Core Equity & Innovation ETF 3.6 95 -56 1.9 +3.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 3.5 68 -29 0.5 +1.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 3.5 40 -1 2.8 +3.9
CBSE Clough Select Equity ETF 3.5 85 -46 0.2 +1.3
PNQI Invesco NASDAQ Internet ETF 3.4 60 -21 3.7 +4.8
CGGR Capital Group Growth ETF 3.4 39 0 2.4 +3.5
CZAR Themes Natural Monopoly ETF 3.3 35 4 5.3 +6.5
JEPI JPMorgan Equity Premium Income ETF 3.3 35 4 5.2 +6.3
DUHP Dimensional US High Profitability ETF 3.3 21 18 5.0 +6.1
SPGP Invesco S&P 500 GARP ETF 3.3 34 5 5.6 +6.7
XPND First Trust Expanded Technology ETF 3.3 65 -26 2.5 +3.7
IVES Wedbush ETFMG Global Cloud Technology ETF 3.2 68 -29 3.1 +4.2
ANEW ProShares MSCI Transformational Changes ETF 3.2 45 -6 4.3 +5.4
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 3.2 49 -10 4.9 +6.0
FTCE First Trust New Constructs Core Earnings Leaders ETF 3.2 60 -21 4.2 +5.3
GURU Global X Guru Index ETF 3.2 75 -36 2.3 +3.5
SXQG ETC 6 Meridian Quality Growth ETF 3.1 100 -61 2.9 +4.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.1 12 27 3.3 +4.4
USXF iShares ESG Advanced MSCI USA ETF 3.1 10 29 3.6 +4.7
VEGN US Vegan Climate ETF 3.1 60 -21 3.0 +4.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.1 10 29 3.4 +4.6
SCHG Schwab U.S. Large-Cap Growth ETF 3.0 4 35 3.2 +4.3
LVDS JPMorgan Fundamental Data Science Large Value ETF 3.0 49 -10 4.9 +6.0
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 4.4 +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 +4.7
NULC Nuveen ESG Large-Cap ETF 3.0 21 18 3.8 +4.9
NULG Nuveen ESG Large-Cap Growth ETF 3.0 26 13 2.7 +3.8
TDV ProShares S&P Technology Dividend Aristocrats ETF 3.0 45 -6 4.5 +5.6
USMC Principal U.S. Mega-Cap ETF 3.0 12 27 3.4 +4.6
VSLU Applied Finance Valuation Large Cap ETF 3.0 49 -10 4.7 +5.8
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 7.1 +8.2
SNPG Xtrackers S&P 500 Growth ESG ETF 3.0 15 24 3.7 +4.8
LOWV AB US Low Volatility Equity ETF 3.0 48 -9 4.3 +5.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.0 48 -9 5.6 +6.7
EMOT First Trust S&P 500 Economic Moat ETF 3.0 60 -21 7.8 +8.9
FTCS First Trust Capital Strength ETF 3.0 55 -16 5.7 +6.8
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
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 2.8 +3.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.0 50 -11 3.4 +4.5
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 4.1 +5.2
STXD Strive 1000 Dividend Growth ETF 3.0 35 4 4.3 +5.5
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 3.7 +4.8
AKRE Akre Focus ETF 3.0 106 -67 4.3 +5.4
MFIG Motley Fool Innovative Growth Factor ETF 3.0 50 -11 2.6 +3.7
QUAL iShares MSCI USA Quality Factor ETF 3.0 15 24 4.4 +5.5
TOPT iShares Top 20 U.S. Stocks ETF 3.0 20 19 3.1 +4.2
VNSE Natixis Vaughan Nelson Select ETF 3.0 80 -41 3.2 +4.3
CAML Congress Large Cap Growth ETF 3.0 66 -27 2.3 +3.4
IWC iShares Micro-Cap ETF 3.0 60 -21 -1.3 -0.2
QLV FlexShares US Quality Low Volatility Index Fund 3.0 22 17 5.0 +6.1
QGRW WisdomTree U.S. Quality Growth Fund 3.0 28 11 2.6 +3.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.9 15 24 5.0 +6.1
LEAD Siren DIVCON Leaders Dividend ETF 2.9 43 -4 3.5 +4.6
FFOG Franklin Focused Growth ETF 2.9 61 -22 1.4 +2.5
SPMV Invesco S&P 500 Minimum Variance ETF 2.9 10 29 5.2 +6.3
IWY iShares Russell Top 200 Growth ETF 2.9 20 19 3.4 +4.5
MGK Vanguard Mega Cap Growth ETF 2.9 7 32 16.0 +17.1
XLG Invesco S&P 500 Top 50 ETF 2.8 20 19 3.4 +4.5
FELG Fidelity Enhanced Large Cap Growth ETF 2.8 18 21 3.1 +4.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.8 12 27 3.5 +4.6
IWFG IQ Winslow Focused Large Cap Growth ETF 2.8 65 -26 2.0 +3.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.8 9 30 4.0 +5.2
FLRG Fidelity U.S. Multifactor ETF 2.8 15 24 5.7 +6.8
IWF iShares Russell 1000 Growth ETF 2.8 19 20 13.5 +14.6
VONG Vanguard Russell 1000 Growth ETF 2.8 7 32 3.4 +4.5
QLTY GMO U.S. Quality ETF 2.8 50 -11 3.9 +5.0
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 +5.9
RDVY First Trust Rising Dividend Achievers ETF 2.7 50 -11 5.1 +6.2
AQLT iShares MSCI Global Quality Factor ETF 2.7 18 21 0.0 +1.1
SUSL iShares ESG MSCI USA Leaders ETF 2.7 10 29 4.1 +5.2
PRXG Praxis Impact Large Cap Growth ETF 2.7 36 3 2.9 +4.0
DSI iShares MSCI KLD 400 Social ETF 2.7 25 14 4.0 +5.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.7 70 -31 2.0 +3.1
MODL VictoryShares WestEnd U.S. Sector ETF 2.7 42 -3 3.9 +5.1
VUG Vanguard Growth ETF 2.7 4 35 19.3 +20.4
SHRY First Trust Bloomberg Shareholder Yield ETF 2.6 60 -21 8.6 +9.7
SPXT ProShares S&P 500 Ex-Technology ETF 2.6 9 30 4.9 +6.0
ABFL Abacus FCF Leaders ETF 2.6 59 -20 3.6 +4.7
SRHQ SRH U.S. Quality ETF 2.6 35 4 6.2 +7.3
IWN iShares Russell 2000 Value ETF 2.5 24 15 4.7 +5.8
VTWV Vanguard Russell 2000 Value ETF 2.5 10 29 4.8 +5.9
EGUS iShares ESG Aware MSCI USA Growth ETF 2.5 18 21 2.8 +3.9
GLBL Pacer MSCI World Industry Advantage ETF 2.5 65 -26 3.2 +4.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.5 7 32 4.2 +5.3
SPHB Invesco S&P 500 High Beta ETF 2.5 25 14 3.3 +4.5
AVUQ Avantis U.S. Quality ETF 2.5 15 24 3.4 +4.5
LGRO Level Four Large Cap Growth Active ETF 2.4 55 -16 3.4 +4.6
JSTC Adasina Social Justice All Cap Global ETF 2.4 89 -50 4.2 +5.3
KLMN Invesco MSCI North America Climate ETF 2.4 9 30 4.1 +5.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.4 18 21 5.0 +6.1
FQAL Fidelity Quality Factor ETF 2.4 15 24 4.7 +5.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.4 8 31 4.2 +5.3
XMAG Defiance Large Cap ex-Mag 7 ETF 2.4 35 4 4.2 +5.3
QVML Invesco S&P 500 QVM Multi-factor ETF 2.4 11 28 4.2 +5.3
NACP Impact Shares NAACP Minority Empowerment ETF 2.4 49 -10 3.5 +4.6
ALTL Pacer Lunt Large Cap Alternator ETF 2.4 60 -21 4.3 +5.4
OEI Optimized Equity Income ETF 2.3 75 -36 3.5 +4.6
ILCG iShares Morningstar Growth ETF 2.3 4 35 2.9 +4.0
SNPE Xtrackers S&P 500 ESG ETF 2.3 10 29 4.2 +5.3
AGRW Allspring LT Large Growth ETF 2.3 35 4 3.1 +4.2
LCLG Logan Capital Broad Innovative Growth ETF 2.3 99 -60 2.6 +3.7
GPT Intelligent Alpha Atlas ETF 2.3 69 -30 5.9 +7.1
FDLO Fidelity Low Volatility Factor ETF 2.3 15 24 4.8 +5.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.2 35 4 3.1 +4.2
CGUS Capital Group Core Equity ETF 2.2 33 6 3.5 +4.6
BJK VanEck Gaming ETF 2.2 65 -26 4.3 +5.4
OALC OneAscent Large Cap Core ETF 2.1 86 -47 3.2 +4.3
METV Roundhill Ball Metaverse ETF 2.1 59 -20 7.5 +8.6
TTAC FCF US Quality ETF 2.1 59 -20 5.6 +6.7
RVRB Reverb ETF 2.1 30 9 3.9 +5.0
PBUS Invesco MSCI USA ETF 2.0 4 35 4.0 +5.2
USMV iShares MSCI USA Min Vol Factor ETF 2.0 15 24 5.2 +6.3
GSPY Gotham Enhanced 500 ETF 2.0 50 -11 4.2 +5.4
OEF iShares S&P 100 ETF 2.0 20 19 3.7 +4.8
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 14 5.3 +6.4
DGRW WisdomTree US Quality Dividend Growth Fund 2.0 28 11 4.8 +5.9
STXG Strive 1000 Growth ETF 2.0 18 21 3.1 +4.2
DSPY Tema S&P 500 Historical Weight ETF 2.0 18 21 4.3 +5.4
FMKT The Free Markets ETF 2.0 76 -37 4.0 +5.1
INRO iShares U.S. Industry Rotation Active ETF 1.9 42 -3 3.4 +4.5
TOPC iShares S&P 500 3% Capped ETF 1.9 15 24 4.2 +5.3
SPLV Invesco S&P 500 Low Volatility ETF 1.9 25 14 5.2 +6.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.9 65 -26 6.9 +8.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.9 25 14 4.9 +6.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 19 4.1 +5.2
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.9 86 -47 0.3 +1.4
ENHU iShares Enhanced Large Cap Core Active ETF 1.9 22 17 4.0 +5.1
SGLC SGI U.S. Large Cap Core ETF 1.9 85 -46 3.5 +4.6
SFYF SoFi Social 50 ETF 1.9 29 10 0.7 +1.8
CATH Global X S&P 500 Catholic Values Custom ETF 1.9 29 10 3.9 +5.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.9 32 7 3.8 +4.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.9 4 35 5.1 +6.2
ESGV Vanguard ESG U.S. Stock ETF 1.8 9 30 4.0 +5.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.8 15 24 4.1 +5.2
QWLD SPDR MSCI World StrategicFactors ETF 1.8 30 9 5.1 +6.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.8 61 -22 5.9 +7.0
SPXV ProShares S&P 500 Ex-Health Care ETF 1.8 9 30 3.7 +4.9
DAK Dakota Active Equity ETF 1.8 43 -4 3.6 +4.7
FCPI Fidelity Stocks for Inflation ETF 1.8 15 24 5.7 +6.8
QGRO American Century U.S. Quality Growth ETF 1.8 29 10 3.8 +4.9
SUSA iShares MSCI USA ESG Select ETF 1.8 25 14 3.8 +4.9
XVV iShares ESG Screened S&P 500 ETF 1.8 8 31 4.0 +5.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.8 10 29 4.1 +5.2
MGC Vanguard Mega Cap ETF 1.8 7 32 3.7 +4.8
THRO iShares U.S. Thematic Rotation Active ETF 1.7 90 -51 2.9 +4.0
ROE Astoria US Quality Kings ETF 1.7 49 -10 5.0 +6.2
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 30 3.9 +5.0
JGRO JPMorgan Active Growth ETF 1.7 44 -5 2.3 +3.4
FELC Fidelity Enhanced Large Cap Core ETF 1.7 18 21 4.2 +5.3
IWL iShares Russell Top 200 ETF 1.7 15 24 3.7 +4.8
IGV iShares Expanded Tech-Software Sector ETF 1.7 41 -2 2.9 +4.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.7 7 32 3.9 +5.1
AOTG AOT Growth and Innovation ETF 1.7 75 -36 1.1 +2.2
GQI Natixis Gateway Quality Income ETF 1.7 34 5 4.5 +5.6
CHGX AXS Change Finance ESG ETF 1.7 49 -10 4.1 +5.2
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.7 12 27 5.7 +6.8
CHRI Global X S&P 500 Christian Values ETF 1.7 29 10 3.8 +4.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.7 2 37 4.0 +5.1
RSSL Global X Russell 2000 ETF 1.7 8 31 2.6 +3.7
BKLC BNY Mellon US Large Cap Core Equity ETF 1.7 0 39 4.0 +5.1
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 1.7 75 -36 1.7 +2.8
KLMT Invesco MSCI Global Climate 500 ETF 1.7 10 29 4.8 +5.9
DSTL Distillate US Fundamental Stability & Value ETF 1.7 39 0 7.7 +8.8
IWM iShares Russell 2000 ETF 1.7 19 20 2.5 +3.6
VOTE TCW Transform 500 ETF 1.7 5 34 4.0 +5.1
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.6 20 19 3.8 +5.0
ACVF American Conservative Values ETF 1.6 75 -36 3.5 +4.7
RAUS RACWI US ETF 1.6 15 24 4.0 +5.1
LRGF iShares U.S. Equity Factor ETF 1.6 8 31 4.4 +5.5
TRFM AAM Transformers ETF 1.6 49 -10 0.8 +2.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 30 3.6 +4.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.6 18 21 3.8 +4.9
DGRO iShares Core Dividend Growth ETF 1.6 8 31 5.5 +6.6
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.6 4 35 5.6 +6.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.6 9 30 4.2 +5.3
IVE iShares S&P 500 Value ETF 1.6 18 21 5.5 +6.6
VOOG Vanguard S&P 500 Growth ETF 1.6 7 32 17.5 +18.6
IVW iShares S&P 500 Growth ETF 1.6 18 21 2.8 +3.9
IVV iShares Core S&P 500 ETF 1.6 3 36 4.1 +5.2
SPYM State Street SPDR Portfolio S&P 500 ETF 1.6 2 37 4.3 +5.4
SPY SPDR S&P 500 ETF 1.6 9 30 4.0 +5.1
CGGO Capital Group Global Growth Equity ETF 1.6 47 -8 3.8 +4.9
DFSU Dimensional US Sustainability Core 1 ETF 1.6 18 21 4.5 +5.7
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.6 4 35 2.9 +4.0
STRV Strive 500 ETF 1.6 5 34 3.9 +5.1
ESGU iShares ESG Aware MSCI USA ETF 1.6 15 24 4.0 +5.1
VOOV Vanguard S&P 500 Value ETF 1.6 7 32 5.6 +6.7
ISCG iShares Morningstar Small-Cap Growth ETF 1.6 6 33 2.7 +3.8
VOO Vanguard S&P 500 ETF 1.6 3 36 4.1 +5.2
VFQY Vanguard U.S. Quality Factor ETF 1.6 13 26 5.5 +6.6
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 36 4.0 +5.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 28 4.0 +5.1
GXLC Global X U.S. 500 ETF 1.6 2 37 3.9 +5.1
DCOR Dimensional US Core Equity 1 ETF 1.6 14 25 4.5 +5.6
WOMN Impact Shares YWCA Women's Empowerment ETF 1.6 75 -36 4.7 +5.8
HDUS Hartford Disciplined US Equity ETF 1.6 19 20 4.6 +5.7
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 4.8 +5.9
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.5 39 0 3.7 +4.8
GGRW Gabelli Growth Innovators ETF 1.5 90 -51 1.9 +3.0
RAYD Rayliant Quantitative Developed Market Equity ETF 1.5 80 -41 3.6 +4.7
JGLO JPMorgan Global Select Equity ETF 1.5 33 6 4.2 +5.3
FTGS First Trust Growth Strength ETF 1.5 60 -21 3.5 +4.7
VUSG Vanguard Wellington U.S. Growth Active ETF 1.5 35 4 2.3 +3.4
TMFG Motley Fool Global Opportunities ETF 1.5 85 -46 3.7 +4.8
JGRW Jensen Quality Growth ETF 1.5 57 -18 4.0 +5.1
ABIG Argent Large Cap ETF 1.5 49 -10 4.2 +5.3
BELT iShares Long-Term U.S. Equity Active ETF 1.5 75 -36 2.1 +3.2
IDMO Invesco S&P International Developed Momentum ETF 1.5 25 14 5.1 +6.2
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 5.3 +6.4
JIG JPMorgan International Growth ETF 1.5 55 -16 3.4 +4.5
WCLD WisdomTree Cloud Computing Fund 1.5 45 -6 1.3 +2.4
NBDS Neuberger Berman Disrupters ETF 1.5 55 -16 0.6 +1.7
FDTX Fidelity Disruptive Technology ETF 1.5 50 -11 1.4 +2.5
LOUP Innovator Deepwater Frontier Tech ETF 1.5 70 -31 0.7 +1.8
TOGA Tremblant Global ETF 1.5 69 -30 -0.2 +0.9
PIEL Pacer International Export Leaders ETF 1.5 60 -21 3.9 +5.0
EWC iShares MSCI Canada ETF 1.5 50 -11 5.0 +6.1
VV Vanguard Large-Cap ETF 1.5 4 35 4.0 +5.1
IUSG iShares Core S&P U.S. Growth ETF 1.5 4 35 2.9 +4.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.5 25 14 5.5 +6.6
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 4 6.7 +7.8
DFUS Dimensional U.S. Equity ETF 1.5 9 30 3.9 +5.0
IUSV iShares Core S&P US Value ETF 1.5 4 35 5.8 +6.9
FBCG Fidelity Blue Chip Growth ETF 1.5 59 -20 2.0 +3.1
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 24 4.8 +5.9
SCHX Schwab U.S. Large-Cap ETF 1.5 3 36 4.1 +5.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.5 3 36 4.2 +5.3
IWV iShares Russell 3000 ETF 1.5 20 19 3.9 +5.0
IWB iShares Russell 1000 ETF 1.5 15 24 4.0 +5.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 36 4.0 +5.1
IYY iShares Dow Jones U.S. ETF 1.5 20 19 3.9 +5.0
VTHR Vanguard Russell 3000 ETF 1.5 7 32 4.0 +5.1
VONE Vanguard Russell 1000 ETF 1.5 7 32 4.1 +5.2
SCHK Schwab 1000 Index ETF 1.5 5 34 4.1 +5.2
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 3.4 +4.5
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 +6.0
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -36 4.4 +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 2.5 +3.6
YLDE ClearBridge Dividend Strategy ESG ETF 1.5 60 -21 5.2 +6.4
DVND Touchstone Dividend Select ETF 1.5 67 -28 5.2 +6.3
LCF Touchstone US Large Cap Focused ETF 1.5 69 -30 3.5 +4.7
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 3.7 +4.8
QUVU Hartford Quality Value ETF 1.5 46 -7 5.6 +6.7
USSE Segall Bryant & Hamill Select Equity ETF 1.5 65 -26 2.8 +3.9
ASLV Allspring Special Large Value ETF 1.5 35 4 5.1 +6.3
EDOW First Trust Dow 30 Equal Weight ETF 1.5 50 -11 4.6 +5.7
DIA SPDR Dow Jones Industrial Average ETF 1.5 16 23 4.7 +5.8
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -40 3.2 +4.3
BDIV AAM Brentview Dividend Growth ETF 1.5 49 -10 3.7 +4.8
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 3.6 +4.7
HGRO Hedgeye Quality Growth ETF 1.5 70 -31 3.2 +4.3
KAT Scharf ETF 1.5 87 -48 6.2 +7.3
AQEC AQE Core ETF 1.5 49 -10 5.4 +6.5
DVGR DAC 3D Dividend Growth ETF 1.5 65 -26 4.6 +5.7
BLCR iShares Large Cap Core Active ETF 1.5 36 3 2.7 +3.8
VTI Vanguard Total Stock Market ETF 1.5 3 36 4.0 +5.1
DFVX Dimensional US Large Cap Vector ETF 1.5 22 17 5.2 +6.3
SFTY Horizon Managed Risk ETF 1.5 77 -38 3.4 +4.5
PY Principal Value ETF 1.5 15 24 7.0 +8.1
STOX Horizon Core Equity ETF 1.5 70 -31 3.5 +4.6
EPS WisdomTree U.S. LargeCap Fund 1.5 8 31 4.6 +5.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.5 14 25 4.0 +5.1
VTWO Vanguard Russell 2000 ETF 1.5 7 32 2.7 +3.8
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 22 4.5 +5.7
FUNL CornerCap Fundametrics Large-Cap ETF 1.5 50 -11 6.2 +7.4
SCHB Schwab U.S. Broad Market ETF 1.5 3 36 4.1 +5.2
DFAU Dimensional US Core Equity Market ETF 1.4 12 27 4.2 +5.3
AIEQ AI Powered Equity ETF 1.4 75 -36 3.5 +4.6
USEW Cambria US EW ETF 1.4 30 9 4.0 +5.1
TOK iShares MSCI Kokusai ETF 1.4 26 13 4.1 +5.3
HAPI Harbor Human Capital Factor US Large Cap ETF 1.4 36 3 4.0 +5.1
RW Rainwater Equity ETF 1.4 125 -86 2.9 +4.0
DXUV Dimensional US Vector Equity ETF 1.4 28 11 5.1 +6.2
AFLG First Trust Active Factor Large Cap ETF 1.4 55 -16 4.8 +5.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.4 20 19 4.1 +5.2
KCE State Street SPDR S&P Capital Markets ETF 1.4 35 4 6.0 +7.1
CGDV Capital Group Dividend Value ETF 1.4 33 6 3.7 +4.8
URTH iShares MSCI World ETF 1.3 24 15 4.2 +5.3
FVAL Fidelity Value Factor ETF 1.3 15 24 5.7 +6.8
APUE ActivePassive U.S. Equity ETF 1.3 45 -6 3.8 +4.9
JHML John Hancock Multifactor Large Cap ETF 1.3 29 10 4.3 +5.5
YOKE Yoke Core ETF 1.3 42 -3 3.6 +4.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.3 70 -31 4.8 +5.9
AVUS Avantis U.S. Equity ETF 1.3 15 24 4.6 +5.7
VOT Vanguard Mid-Cap Growth ETF 1.3 7 32 2.9 +4.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 27 4.3 +5.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 19 4.5 +5.7
VBK Vanguard Small-Cap Growth ETF 1.3 7 32 1.2 +2.3
RFFC ALPS Active Equity Opportunity ETF 1.3 48 -9 3.6 +4.7
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 5.8 +6.9
MOTI VanEck Morningstar International Moat ETF 1.3 58 -19 10.0 +11.1
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 +8.2
SFY SoFi Select 500 ETF 1.2 0 39 3.5 +4.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.2 7 32 6.5 +7.6
EUSA iShares MSCI USA Equal Weighted ETF 1.2 9 30 5.4 +6.5
FYC First Trust Small Cap Growth AlphaDEX Fund 1.2 71 -32 -0.6 +0.5
DSMC Distillate Small/Mid Cash Flow ETF 1.2 55 -16 10.7 +11.8
FTA First Trust Large Cap Value AlphaDEX Fund 1.2 59 -20 7.6 +8.8
RPG Invesco S&P 500 Pure Growth ETF 1.2 35 4 2.4 +3.5
STXK Strive Small-Cap ETF 1.2 18 21 5.1 +6.2
ACWI iShares MSCI ACWI ETF 1.2 32 7 4.5 +5.6
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -21 6.1 +7.2
DTD WisdomTree U.S. Total Dividend Fund 1.1 28 11 5.6 +6.7
EBI Longview Advantage ETF 1.1 35 4 5.8 +6.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.1 30 9 3.9 +5.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 30 4.7 +5.8
SIXS ETC 6 Meridian Small Cap Equity ETF 1.1 89 -50 8.2 +9.3
VT Vanguard Total World Stock ETF 1.1 6 33 4.8 +5.9
IUS Invesco RAFI Strategic US ETF 1.1 19 20 5.5 +6.6
FDWM Fidelity Women's Leadership ETF 1.1 59 -20 3.8 +4.9
SIZE iShares MSCI USA Size Factor ETF 1.1 15 24 5.4 +6.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 19 5.5 +6.6
DSTX Distillate International Fundamental Stability & Value ETF 1.1 55 -16 6.4 +7.5
QQQ Invesco QQQ Trust Series I 1.1 20 19 3.0 +4.1
QQQM Invesco NASDAQ 100 ETF 1.1 15 24 3.0 +4.1
IWP iShares Russell Mid-Cap Growth ETF 1.0 23 16 2.8 +3.9
FFND Future Fund Active ETF 1.0 100 -61 4.2 +5.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.0 95 -56 -0.6 +0.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.0 64 -25 1.2 +2.3
CGIE Capital Group International Equity ETF 1.0 54 -15 4.5 +5.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.0 9 30 5.1 +6.2
KRMA Global X Conscious Companies ETF 1.0 43 -4 4.9 +6.0
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 5.9 +7.0
GEW Cambria Global EW ETF 1.0 29 10 5.3 +6.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 4 3.2 +4.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.0 65 -26 4.3 +5.5
IOO iShares Global 100 ETF 1.0 41 -2 3.6 +4.7
CRTC Xtrackers US National Critical Technologies ETF 1.0 35 4 4.0 +5.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -36 6.0 +7.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.0 75 -36 3.0 +4.1
GLOF iShares Global Equity Factor ETF 1.0 20 19 5.4 +6.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.0 45 -6 1.6 +2.7
ISCB iShares Morningstar Small-Cap ETF 1.0 4 35 5.3 +6.4
IEDI iShares U.S. Consumer Focused ETF 1.0 18 21 5.3 +6.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.9 15 24 6.1 +7.2
GOP Unusual Whales Subversive Republican Trading ETF 0.9 50 -11 4.1 +5.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.9 17 22 4.8 +5.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.9 75 -36 1.5 +2.7
XDAT Franklin Exponential Data ETF 0.9 50 -11 1.0 +2.1
NANC Unusual Whales Subversive Democratic Trading ETF 0.9 75 -36 2.8 +3.9
EZM WisdomTree U.S. MidCap Fund 0.9 38 1 7.9 +9.0
CFA VictoryShares US 500 Volatility Wtd ETF 0.9 35 4 5.3 +6.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.9 40 -1 5.2 +6.4
GQQQ Astoria US Quality Growth Kings ETF 0.9 35 4 3.1 +4.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.9 12 27 6.1 +7.2
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.9 60 -21 8.2 +9.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.8 60 -21 5.8 +6.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.8 79 -40 3.9 +5.0
IWO iShares Russell 2000 Growth ETF 0.8 24 15 0.5 +1.6
RSP Invesco S&P 500 Equal Weight ETF 0.8 20 19 5.8 +6.9
ITEQ BlueStar Israel Technology ETF 0.8 75 -36 1.0 +2.1
STXI Strive International Developed Markets ETF 0.8 29 10 6.2 +7.3
SURE AdvisorShares Insiders Advantage ETF 0.8 90 -51 7.7 +8.8
IBUY Amplify Online Retail ETF 0.8 65 -26 2.2 +3.4
DBSC Deepwater Beachfront Small Cap ETF 0.8 85 -46 1.1 +2.2
SMMD iShares Russell 2500 ETF 0.8 15 24 5.3 +6.4
QQMG Invesco ESG NASDAQ 100 ETF 0.8 20 19 2.9 +4.0
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.8 15 24 3.7 +4.8
XJR iShares ESG Screened S&P Small-Cap ETF 0.8 12 27 6.1 +7.2
IJT iShares S&P Small-Cap 600 Growth ETF 0.8 18 21 3.6 +4.7
ILCV iShares Morningstar Value ETF 0.8 4 35 5.3 +6.4
DFAS Dimensional U.S. Small Cap ETF 0.8 26 13 5.5 +6.6
WTV WisdomTree US Value ETF 0.8 12 27 7.6 +8.7
WCEO Hypatia Women CEO ETF 0.7 85 -46 4.6 +5.7
BFOR ALPS Barron's 400 ETF 0.7 65 -26 4.9 +6.0
CLOD Themes Cloud Computing ETF 0.7 35 4 2.8 +3.9
VXF Vanguard Extended Market ETF 0.7 5 34 3.6 +4.7
VO Vanguard Mid-Cap ETF 0.7 4 35 20.6 +21.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 19 5.7 +6.8
IMCG iShares Morningstar Mid-Cap Growth ETF 0.7 6 33 3.2 +4.3
OPTZ Optimize Strategy Index ETF 0.7 50 -11 3.2 +4.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 15 5.8 +7.0
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 +6.1
YNOT Horizon Digital Frontier ETF 0.7 75 -36 2.2 +3.4
IYF iShares U.S. Financials ETF 0.7 40 -1 5.9 +7.0
PRF Invesco FTSE RAFI US 1000 ETF 0.7 34 5 5.5 +6.6
FNDX Schwab Fundamental US Large Co. Index ETF 0.7 25 14 6.1 +7.2
WSML iShares MSCI World Small-Cap ETF 0.7 15 24 5.2 +6.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.7 3 36 6.3 +7.4
VIOO Vanguard S&P Small-Cap 600 ETF 0.7 7 32 6.1 +7.2
IJR iShares Core S&P Small Cap ETF 0.7 6 33 6.2 +7.3
VTWG Vanguard Russell 2000 Growth ETF 0.7 10 29 0.6 +1.7
IWR iShares Russell Midcap ETF 0.7 19 20 5.3 +6.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 4 6.2 +7.3
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 2.7 +3.8
TPHD Timothy Plan High Dividend Stock ETF 0.7 52 -13 6.1 +7.2
WLDR Affinity World Leaders Equity ETF 0.7 67 -28 5.4 +6.6
FNDB Schwab Fundamental US Broad Market Index ETF 0.7 25 14 6.1 +7.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.7 10 29 3.6 +4.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.7 29 10 5.4 +6.5
EQL Alps Equal Sector Weight ETF 0.6 25 14 5.1 +6.2
FEX First Trust Large Cap Core AlphaDEX Fund 0.6 59 -20 4.8 +5.9
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.6 49 -10 6.9 +8.0
VB Vanguard Small-Cap ETF 0.6 5 34 5.1 +6.2
WWJD Inspire International ETF 0.6 80 -41 6.2 +7.3
FAB First Trust Multi Cap Value AlphaDEX Fund 0.6 67 -28 8.7 +9.8
IDV iShares International Select Dividend ETF 0.6 51 -12 8.8 +10.0
ETHO Etho Climate Leadership U.S. ETF 0.6 47 -8 4.1 +5.2
GVLU Gotham 1000 Value ETF 0.6 50 -11 8.2 +9.3
SQLV Royce Quant Small-Cap Quality Value ETF 0.6 60 -21 7.8 +8.9
IXN iShares Global Tech ETF 0.6 41 -2 2.3 +3.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.6 52 -13 4.9 +6.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 4 6.6 +7.7
FTEC Fidelity MSCI Information Technology Index ETF 0.6 8 31 2.7 +3.8
VFMO Vanguard U.S. Momentum Factor ETF 0.6 13 26 1.6 +2.7
BLES Inspire Global Hope ETF 0.6 61 -22 5.6 +6.7
VGT Vanguard Information Technology ETF 0.6 9 30 22.3 +23.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.6 12 27 5.2 +6.3
IMCB iShares Morningstar Mid-Cap ETF 0.6 4 35 5.1 +6.2
IEUS iShares MSCI Europe Small-Cap ETF 0.6 42 -3 6.5 +7.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.6 15 24 8.8 +9.9
IJS iShares S&P Small-Cap 600 Value ETF 0.6 18 21 8.7 +9.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.6 10 29 8.8 +9.9
USCF Themes US Cash Flow Champions ETF 0.6 29 10 7.8 +8.9
IWS iShares Russell Mid-Cap Value ETF 0.6 23 16 5.9 +7.1
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 +7.0
DGT State Street SPDR Global Dow ETF 0.5 50 -11 5.5 +6.6
AIQ Global X Artificial Intelligence & Technology ETF 0.5 68 -29 2.3 +3.4
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 12 8.2 +9.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.5 20 19 5.5 +6.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.5 3 36 5.6 +6.7
XMMO Invesco S&P MidCap Momentum ETF 0.5 34 5 3.2 +4.3
TMFX Motley Fool Next Index ETF 0.5 50 -11 2.9 +4.0
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.5 86 -47 12.6 +13.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 0 3.5 +4.6
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.5 55 -16 8.8 +9.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.5 25 14 4.0 +5.1
AVMC Avantis U.S. Mid Cap Equity ETF 0.5 18 21 5.9 +7.0
SCHA Schwab U.S. Small-Cap ETF 0.5 4 35 4.2 +5.3
ULVM VictoryShares US Value Momentum ETF 0.5 20 19 6.0 +7.2
XOEF iShares S&P 500 ex S&P 100 ETF 0.5 20 19 4.6 +5.7
VEA Vanguard FTSE Developed Markets ETF 0.5 3 36 5.7 +6.8
VSGX Vanguard ESG International Stock ETF 0.5 10 29 6.3 +7.4
RWL Invesco S&P 500 Revenue ETF 0.5 39 0 5.7 +6.8
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 2 5.3 +6.4
QDF FlexShares Quality Dividend Index Fund 0.5 37 2 5.2 +6.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.5 41 -2 5.8 +6.9
LGCF Themes US Cash Flow Champions ETF 0.5 30 9 7.3 +8.4
PSCF Invesco S&P SmallCap Financials ETF 0.5 29 10 8.6 +9.7
SPVU Invesco S&P 500 Enhanced Value ETF 0.5 13 26 8.5 +9.6
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.5 18 21 6.1 +7.2
EES WisdomTree U.S. SmallCap Fund 0.5 38 1 7.8 +8.9
RCGE RockCreek Global Equality ETF 0.5 95 -56 6.1 +7.2
PTL Inspire 500 ETF 0.5 9 30 4.2 +5.3
NIXT Research Affiliates Deletions ETF 0.4 9 30 6.4 +7.5
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 +5.5
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 33 7.0 +8.1
AVSC Avantis U.S Small Cap Equity ETF 0.4 25 14 4.6 +5.7
QINT American Century Quality Diversified International ETF 0.4 39 0 6.4 +7.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.4 35 4 6.1 +7.2
XSHQ Invesco S&P SmallCap Quality ETF 0.4 29 10 6.8 +7.9
RPV Invesco S&P 500 Pure Value ETF 0.4 35 4 8.7 +9.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.4 4 35 6.4 +7.5
MFVL Motley Fool Value Factor ETF 0.4 50 -11 5.7 +6.8
ACWX iShares MSCI ACWI ex U.S. ETF 0.4 34 5 6.1 +7.2
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 6.2 +7.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 19 7.4 +8.5
FPX First Trust US Equity Opportunities ETF 0.4 61 -22 0.7 +1.8
CWI SPDR MSCI ACWI ex-US ETF 0.4 30 9 6.2 +7.3
IXUS iShares Core MSCI Total International Stock ETF 0.4 7 32 6.3 +7.4
TPSC Timothy Plan US Small Cap Core ETF 0.4 52 -13 6.6 +7.7
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -21 3.4 +4.5
XT iShares Exponential Technologies ETF 0.4 46 -7 3.6 +4.7
VXUS Vanguard Total International Stock ETF 0.4 5 34 6.4 +7.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.4 30 9 3.6 +4.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 14 7.7 +8.8
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 33 7.7 +8.8
AFSM First Trust Active Factor Small Cap ETF 0.3 75 -36 5.6 +6.7
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.3 58 -19 6.3 +7.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 0 6.8 +7.9
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 -22 5.3 +6.4
ISRA VanEck Israel ETF 0.3 59 -20 5.5 +6.6
IQDG WisdomTree International Quality Dividend Growth Fund 0.3 42 -3 5.7 +6.8
DFSV Dimensional US Small Cap Value ETF 0.3 31 8 8.7 +9.8
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 -1 6.0 +7.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 14 6.0 +7.1
IPKW Invesco International BuyBack Achievers ETF 0.3 55 -16 7.9 +9.0
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.3 58 -19 5.3 +6.4
EQAL Invesco Russell 1000 Equal Weight ETF 0.3 20 19 6.0 +7.1
ISCF iShares International SmallCap Equity Factor ETF 0.3 23 16 7.1 +8.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 32 5.1 +6.2
VOE Vanguard Mid-Cap Value ETF 0.3 7 32 6.8 +7.9
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 6.6 +7.7
STXM Strive Mid-Cap ETF 0.3 18 21 5.8 +6.9
IJK iShares S&P Mid-Cap 400 Growth ETF 0.3 17 22 3.9 +5.0
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
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 0 2.2 +3.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 27 5.8 +6.9
FMDE Fidelity Enhanced Mid Cap ETF 0.3 23 16 5.3 +6.4
EWZ iShares MSCI Brazil ETF 0.3 58 -19 10.6 +11.7
VALQ American Century U.S. Quality Value ETF 0.3 29 10 6.9 +8.0
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.3 25 14 6.1 +7.2
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 0 7.7 +8.8
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 5.6 +6.8
FDN First Trust Dow Jones Internet Index Fund 0.2 52 -13 2.5 +3.6
FDND FT Vest Dow Jones Internet & Target Income ETF 0.2 75 -36 2.4 +3.5
MDY SPDR S&P Midcap 400 ETF Trust 0.2 23 16 5.8 +6.9
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 11 8.6 +9.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 0 6.6 +7.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 36 6.0 +7.1
IJH iShares Core S&P Mid-Cap ETF 0.2 5 34 5.9 +7.1
PKW Invesco Buyback Achievers ETF 0.2 62 -23 7.3 +8.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 32 5.9 +7.0
IGM iShares Expanded Tech Sector ETF 0.2 41 -2 2.3 +3.5
AVSD Avantis Responsible International Equity ETF 0.2 23 16 5.8 +6.9
DIM WisdomTree International MidCap Dividend Fund 0.2 58 -19 6.2 +7.3
SSPY Syntax Stratified LargeCap ETF 0.2 30 9 6.0 +7.1
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 27 6.5 +7.6
ROUS Hartford Multifactor US Equity ETF 0.2 19 20 5.2 +6.3
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.2 20 19 8.5 +9.6
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.2 20 19 5.8 +7.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 20 4.6 +5.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 0 7.4 +8.5
DEUS Xtrackers Russell US Multifactor ETF 0.2 17 22 6.4 +7.5
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.2 40 -1 3.6 +4.7
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 24 4.8 +5.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 24 6.0 +7.1
JAVA JPMorgan Active Value ETF 0.2 44 -5 5.5 +6.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 24 7.9 +9.0
IVSI Applied Finance IVS International Large ETF 0.2 65 -26 5.9 +7.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 29 7.9 +9.1
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 21 7.8 +8.9
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 27 5.3 +6.4
IWD iShares Russell 1000 Value ETF 0.2 19 20 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 4.9 +6.0
VONV Vanguard Russell 1000 Value ETF 0.2 7 32 5.4 +6.5
STXV Strive 1000 Value ETF 0.2 18 21 6.8 +7.9
VLUE iShares MSCI USA Value Factor ETF 0.2 15 24 5.8 +6.9
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 24 5.7 +6.8
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.2 12 27 3.4 +4.5
SCJ iShares MSCI Japan Small-Cap ETF 0.2 50 -11 5.5 +6.6
DFIS Dimensional International Small Cap ETF 0.2 39 0 6.0 +7.1
VTV Vanguard Value ETF 0.2 4 35 5.8 +6.9
ALRG Allspring LT Large Core ETF 0.2 28 11 3.4 +4.5
SFGV Sequoia Global Value ETF 0.1 23 16 7.0 +8.1
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.1 35 4 4.8 +5.9
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 35 5.5 +6.6
RECS Columbia Research Enhanced Core ETF 0.1 15 24 5.2 +6.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.1 35 4 6.3 +7.4
AVDE Avantis International Equity ETF 0.1 23 16 6.0 +7.1
FNK First Trust Mid Cap Value AlphaDEX Fund 0.1 70 -31 9.7 +10.8
DFAI Dimensional International Core Equity Market ETF 0.1 18 21 5.9 +7.0
DIVB iShares Core Dividend ETF 0.1 5 34 6.8 +7.9
VBR Vanguard Small Cap Value ETF 0.1 7 32 7.8 +8.9
AVDS Avantis International Small Cap Equity ETF 0.1 30 9 5.8 +6.9
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 14 7.9 +9.0
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 -6 5.5 +6.6
FELV Fidelity Enhanced Large Cap Value ETF 0.1 18 21 5.5 +6.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 -6 6.4 +7.5
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 35 5.6 +6.7
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 21 2.7 +3.8
PRXV Praxis Impact Large Cap Value ETF 0.1 36 3 5.5 +6.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 19 5.7 +6.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -10 5.9 +7.0
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.1 32 7 5.4 +6.5
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 24 2.2 +3.3
VYM Vanguard High Dividend Yield Index ETF 0.1 6 33 5.9 +7.0
BCDF Horizon Kinetics Blockchain Development ETF 0.1 85 -46 3.8 +4.9
BKF iShares MSCI BIC ETF 0.1 69 -30 14.2 +15.3
SPEU SPDR Portfolio Europe ETF 0.1 7 32 6.4 +7.5
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 14 2.9 +4.0
FLEE Franklin FTSE Europe ETF 0.1 9 30 6.2 +7.3
IEUR iShares Core MSCI Europe ETF 0.1 11 28 6.2 +7.4
VGK Vanguard FTSE Europe ETF 0.1 6 33 6.4 +7.6
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -11 3.4 +4.5
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 19 5.4 +6.5
DFUV Dimensional US Marketwide Value ETF 0.1 22 17 6.0 +7.1
IEFA iShares Core MSCI EAFE ETF 0.0 7 32 5.9 +7.0
IEV iShares Europe ETF 0.0 67 -28 5.7 +6.9
VYMI Vanguard International High Dividend Yield ETF 0.0 17 22 7.9 +9.0
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
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 15 5.5 +6.7
IDHQ Invesco S&P International Developed High Quality ETF 0.0 29 10 5.1 +6.2
FLJH Franklin FTSE Japan Hedged ETF 0.0 9 30 5.0 +6.1
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
JPXN iShares JPX-Nikkei 400 ETF 0.0 48 -9 5.3 +6.4
GWX SPDR S&P International Small Cap ETF 0.0 40 -1 5.6 +6.7
XCNY SPDR S&P Emerging Markets ex-China ETF 0.0 15 24 5.4 +6.5
AVEM Avantis Emerging Markets Equity ETF 0.0 33 6 6.4 +7.5
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.0 15 24 8.1 +9.2
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.0 33 6 5.5 +6.7
DIHP Dimensional International High Profitability ETF 0.0 29 10 5.7 +6.8
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 14 7.0 +8.1
SCHC Schwab International Small-Cap Equity ETF 0.0 11 28 6.4 +7.5
DFLV Dimensional US Large Cap Value ETF 0.0 22 17 6.0 +7.1
EMXC iShares MSCI Emerging Markets ex China ETF 0.0 25 14 4.6 +5.7
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 9 6.1 +7.2
DXIV Dimensional International Vector Equity ETF 0.0 34 5 6.4 +7.5
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 32 9.0 +10.1
IPAC iShares Core MSCI Pacific ETF 0.0 9 30 5.4 +6.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 8 31 6.1 +7.2
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 28 7.2 +8.3
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -27 6.5 +7.6
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 3 6.9 +8.0
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 6 6.1 +7.2
EEM iShares MSCI Emerging Markets ETF 0.0 69 -30 7.1 +8.2
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.0 69 -30 6.8 +7.9
VFMF Vanguard U.S. Multifactor ETF 0.0 18 21 6.5 +7.6
IQSI IQ Candriam International Equity ETF 0.0 15 24 5.4 +6.6
VPL Vanguard FTSE Pacific ETF 0.0 7 32 4.9 +6.0
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
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 9 7.3 +8.4
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 30 7.5 +8.6
GXC SPDR S & P China ETF 0.0 59 -20 17.7 +18.8
INTF iShares International Equity Factor ETF 0.0 15 24 6.4 +7.5
AVIV Avantis International Large Cap Value ETF 0.0 25 14 6.8 +7.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 -3 3.9 +5.0
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 -1 5.6 +6.7
DWM WisdomTree International Equity Fund 0.0 48 -9 5.5 +6.6
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 -26 6.1 +7.2
DISV Dimensional International Small Cap Value ETF 0.0 42 -3 7.9 +9.0
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 8.1 +9.2
FENI Fidelity Enhanced International ETF 0.0 28 11 5.7 +6.8
DEW WisdomTree Global High Dividend Fund 0.0 58 -19 7.3 +8.4

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 6.3 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.