Fidelity Crypto Industry and Digital Payments ETF
ALTAR
Score™		 -1.2% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 119.8x P/Sales
ratio		 6.0x
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) $164
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 August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
14.1% 9.7% -- -- 15.7%

Market Correlations
versus... Beta R-squared
S&P500 2.73 46%
MSCI EAFE 1.87 32%
MSCI Emg. Mkts. 1.33 41%

Technical Indicators
Recent close $45.54
30d moving avg. $41.53
Annualized volatility 63.3%
Short interest (ETF) 1.5%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 24
Turnover 0.7%
Bid/Ask (% of price) 0.70%
ADV underlying (mns) $5,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 688 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™: -1.2%


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
(%)
BKCH Global X Blockchain ETF 40.5 50 -11 -2.9 -1.8
IBLC iShares Blockchain and Tech ETF 35.6 47 -8 -1.2 -0.1
DAPP VanEck Digital Transformation ETF 35.4 50 -11 0.0 +1.2
MNRS Grayscale Bitcoin Miners ETF 33.8 59 -20 -2.2 -1.1
WGMI Valkyrie Bitcoin Miners ETF 31.3 75 -36 -3.0 -1.8
BWEB Bitwise Web3 ETF 25.3 85 -46 -0.1 +1.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 22.7 61 -22 -0.7 +0.4
BLOK Amplify Transformational Data Sharing ETF 20.1 75 -36 -0.2 +1.0
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 19.2 75 -36 5.9 +7.1
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 16.6 85 -46 0.0 +1.2
FINX Global X FinTech ETF 15.0 68 -29 2.8 +4.0
WTRE WisdomTree New Economy Real Estate Fund 12.8 58 -19 -0.3 +0.8
STCE Schwab Crypto Thematic ETF 11.6 30 9 2.5 +3.7
BCOR Grayscale Bitcoin Adopters ETF 11.5 59 -20 1.7 +2.9
TCAI Tortoise AI Infrastructure ETF 11.0 65 -26 1.4 +2.6
BPAY BlackRock Future Financial and Technology ETF 7.8 70 -31 5.0 +6.2
ARKF ARK Fintech Innovation ETF 6.3 75 -36 0.2 +1.3
AGIX KraneShares Artificial Intelligence and Technology ETF 6.2 99 -60 1.1 +2.2
ARKK ARK Innovation ETF 6.2 75 -36 -2.6 -1.5
SAMM Strategas Macro Momentum ETF 5.9 66 -27 3.6 +4.8
BUZZ VanEck Social Sentiment ETF 5.8 75 -36 -0.7 +0.5
DTEC ALPS Disruptive Technologies ETF 5.7 50 -11 3.5 +4.6
RSPF Invesco S&P 500 Equal Weight Financials ETF 5.6 40 -1 6.0 +7.2
ARKW ARK Next Generation Internet ETF 5.4 87 -48 0.5 +1.7
GVIP Goldman Sachs Hedge Industry VIP ETF 5.3 45 -6 2.4 +3.6
ISHP First Trust Nasdaq Retail ETF 4.9 60 -21 5.4 +6.5
BUYZ Franklin Disruptive Commerce ETF 4.9 50 -11 2.5 +3.7
FDFF Fidelity Disruptive Finance ETF 4.8 50 -11 5.0 +6.1
PCGG Polen Capital Global Growth ETF 4.6 85 -46 3.9 +5.0
DUNK Dana Unconstrained Equity ETF 4.6 75 -36 1.8 +2.9
KBWR Invesco KBW Regional Banking ETF 4.5 35 4 8.5 +9.6
PSET Principal Quality ETF 4.3 15 24 4.9 +6.1
XLF Financial Select Sector SPDR 4.1 8 31 5.4 +6.6
VFH Vanguard Financials ETF 4.1 9 30 5.8 +7.0
GINN Goldman Sachs Innovate Equity ETF 4.0 52 -13 3.6 +4.8
FNCL Fidelity MSCI Financials Index ETF 4.0 8 31 5.8 +6.9
GURU Global X Guru Index ETF 4.0 75 -36 2.3 +3.5
XSW State Street SPDR S&P Software & Services ETF 3.8 35 4 2.5 +3.6
FDG American Century Focused Dynamic Growth ETF 3.8 45 -6 1.9 +3.0
IYJ iShares U.S. Industrials ETF 3.7 40 -1 4.1 +5.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 3.7 40 -1 2.8 +4.0
IXG iShares Global Financials ETF 3.6 42 -3 5.8 +6.9
IYG iShares US Financial Services ETF 3.6 40 -1 4.9 +6.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.5 65 -26 4.7 +5.8
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 3.5 40 -1 3.8 +5.0
CBSE Clough Select Equity ETF 3.5 85 -46 0.4 +1.5
PSCT Invesco S&P SmallCap Information Technology ETF 3.5 29 10 3.2 +4.4
FTCE First Trust New Constructs Core Earnings Leaders ETF 3.4 60 -21 4.6 +5.8
CGGR Capital Group Growth ETF 3.4 39 0 2.6 +3.8
JEPI JPMorgan Equity Premium Income ETF 3.4 35 4 5.2 +6.4
DUHP Dimensional US High Profitability ETF 3.3 21 18 5.3 +6.5
CZAR Themes Natural Monopoly ETF 3.3 35 4 5.3 +6.5
FDNI First Trust Dow Jones International Internet ETF 3.3 65 -26 26.0 +27.1
XPND First Trust Expanded Technology ETF 3.3 65 -26 3.0 +4.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 3.2 49 -10 5.1 +6.2
SCHG Schwab U.S. Large-Cap Growth ETF 3.2 4 35 3.4 +4.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.1 10 29 3.7 +4.9
LVDS JPMorgan Fundamental Data Science Large Value ETF 3.1 49 -10 4.7 +5.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.1 12 27 3.6 +4.8
SXQG ETC 6 Meridian Quality Growth ETF 3.1 100 -61 3.1 +4.2
USXF iShares ESG Advanced MSCI USA ETF 3.1 10 29 3.8 +5.0
QUS State Street SPDR MSCI USA StrategicFactors ETF 3.1 15 24 5.0 +6.1
QGRW WisdomTree U.S. Quality Growth Fund 3.1 28 11 2.9 +4.1
VEGN US Vegan Climate ETF 3.1 60 -21 3.4 +4.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.0 29 10 4.0 +5.2
VSLU Applied Finance Valuation Large Cap ETF 3.0 49 -10 4.9 +6.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 3.0 45 -6 5.0 +6.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.0 15 24 7.5 +8.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.0 65 -26 3.6 +4.8
ABFL Abacus FCF Leaders ETF 3.0 59 -20 4.0 +5.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.0 50 -11 3.5 +4.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.0 15 24 6.2 +7.3
EMOT First Trust S&P 500 Economic Moat ETF 3.0 60 -21 8.3 +9.5
PWB Invesco Large Cap Growth ETF 3.0 56 -17 2.1 +3.2
USMC Principal U.S. Mega-Cap ETF 3.0 12 27 3.5 +4.7
SEMG Suncoast Select Growth ETF 3.0 60 -21 3.9 +5.0
VDIG Vanguard Wellington Dividend Growth Active ETF 3.0 40 -1 4.6 +5.7
IWY iShares Russell Top 200 Growth ETF 3.0 20 19 3.8 +4.9
MGK Vanguard Mega Cap Growth ETF 3.0 7 32 17.7 +18.8
PFM Invesco Dividend Achievers ETF 3.0 53 -14 4.7 +5.8
CAML Congress Large Cap Growth ETF 3.0 66 -27 2.5 +3.7
STXD Strive 1000 Dividend Growth ETF 3.0 35 4 4.5 +5.6
LOWV AB US Low Volatility Equity ETF 3.0 48 -9 4.3 +5.5
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 3.0 15 24 4.1 +5.2
SPHQ Invesco S&P 500 Quality ETF 3.0 15 24 4.7 +5.9
FTCS First Trust Capital Strength ETF 3.0 55 -16 5.6 +6.7
QUAL iShares MSCI USA Quality Factor ETF 3.0 15 24 4.5 +5.6
TMFC Motley Fool 100 Index ETF 3.0 50 -11 3.0 +4.1
BEEZ Honeytree U.S. Equity ETF 3.0 64 -25 3.7 +4.9
VIG Vanguard Dividend Appreciation ETF 3.0 5 34 4.9 +6.1
SNPG Xtrackers S&P 500 Growth ESG ETF 3.0 15 24 4.0 +5.2
QLTY GMO U.S. Quality ETF 3.0 50 -11 3.9 +5.0
SPVU Invesco S&P 500 Enhanced Value ETF 3.0 13 26 8.5 +9.7
HGRO Hedgeye Quality Growth ETF 3.0 70 -31 3.6 +4.7
AKRE Akre Focus ETF 3.0 106 -67 4.2 +5.4
TOLL Tema Durable Quality ETF 3.0 75 -36 3.9 +5.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.0 48 -9 5.6 +6.7
VNSE Natixis Vaughan Nelson Select ETF 3.0 80 -41 3.5 +4.6
NULC Nuveen ESG Large-Cap ETF 3.0 21 18 3.9 +5.1
FFF Founders 100 ETF 3.0 75 -36 2.3 +3.5
QLV FlexShares US Quality Low Volatility Index Fund 3.0 22 17 5.0 +6.1
PRXG Praxis Impact Large Cap Growth ETF 3.0 36 3 3.2 +4.4
VONG Vanguard Russell 1000 Growth ETF 2.9 7 32 3.8 +5.0
IWF iShares Russell 1000 Growth ETF 2.9 19 20 15.3 +16.4
VUG Vanguard Growth ETF 2.9 4 35 21.1 +22.3
FLRG Fidelity U.S. Multifactor ETF 2.8 15 24 5.9 +7.0
SUSL iShares ESG MSCI USA Leaders ETF 2.8 10 29 4.2 +5.3
RDVY First Trust Rising Dividend Achievers ETF 2.8 50 -11 4.9 +6.1
AQLT iShares MSCI Global Quality Factor ETF 2.8 18 21 0.0 +1.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.8 9 30 4.2 +5.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.8 19 20 5.0 +6.1
DSI iShares MSCI KLD 400 Social ETF 2.8 25 14 4.1 +5.2
FELG Fidelity Enhanced Large Cap Growth ETF 2.8 18 21 3.4 +4.6
JSTC Adasina Social Justice All Cap Global ETF 2.8 89 -50 4.3 +5.4
GLBL Pacer MSCI World Industry Advantage ETF 2.7 65 -26 3.4 +4.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.7 10 29 4.2 +5.3
NACP Impact Shares NAACP Minority Empowerment ETF 2.7 49 -10 3.6 +4.8
SPXT ProShares S&P 500 Ex-Technology ETF 2.7 9 30 4.9 +6.0
MODL VictoryShares WestEnd U.S. Sector ETF 2.7 42 -3 4.0 +5.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.7 18 21 5.0 +6.2
TIME Clockwise Core Equity & Innovation ETF 2.7 95 -56 2.1 +3.2
SPGP Invesco S&P 500 GARP ETF 2.7 34 5 5.8 +6.9
PNQI Invesco NASDAQ Internet ETF 2.7 60 -21 3.7 +4.9
SHRY First Trust Bloomberg Shareholder Yield ETF 2.6 60 -21 8.3 +9.5
METV Roundhill Ball Metaverse ETF 2.6 59 -20 7.5 +8.6
OEI Optimized Equity Income ETF 2.6 75 -36 3.6 +4.7
XMAG Defiance Large Cap ex-Mag 7 ETF 2.6 35 4 4.2 +5.4
JQUA JPMorgan U.S. Quality Factor ETF 2.6 12 27 4.9 +6.0
EGUS iShares ESG Aware MSCI USA Growth ETF 2.6 18 21 3.1 +4.3
FFOG Franklin Focused Growth ETF 2.6 61 -22 1.7 +2.8
SPRX Spear Alpha ETF 2.6 75 -36 -0.8 +0.4
XLG Invesco S&P 500 Top 50 ETF 2.6 20 19 3.7 +4.9
SRHQ SRH U.S. Quality ETF 2.6 35 4 5.9 +7.0
FQAL Fidelity Quality Factor ETF 2.6 15 24 4.8 +6.0
SNPE Xtrackers S&P 500 ESG ETF 2.5 10 29 4.3 +5.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.5 20 19 0.8 +2.0
AVUQ Avantis U.S. Quality ETF 2.5 15 24 3.7 +4.9
AIPO Defiance AI & Power Infrastructure ETF 2.5 69 -30 0.9 +2.0
LGRO Level Four Large Cap Growth Active ETF 2.5 55 -16 3.5 +4.7
IWFG IQ Winslow Focused Large Cap Growth ETF 2.5 65 -26 2.3 +3.4
VUSE Vident U.S. Equity Strategy ETF 2.4 50 -11 3.8 +4.9
FDLO Fidelity Low Volatility Factor ETF 2.4 15 24 4.9 +6.0
AGRW Allspring LT Large Growth ETF 2.4 35 4 3.5 +4.6
LCLG Logan Capital Broad Innovative Growth ETF 2.3 99 -60 3.1 +4.2
ANEW ProShares MSCI Transformational Changes ETF 2.3 45 -6 4.2 +5.4
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.3 61 -22 6.2 +7.4
CHGX AXS Change Finance ESG ETF 2.3 49 -10 4.3 +5.4
INRO iShares U.S. Industry Rotation Active ETF 2.3 42 -3 3.5 +4.7
OEF iShares S&P 100 ETF 2.2 20 19 3.8 +4.9
USMV iShares MSCI USA Min Vol Factor ETF 2.2 15 24 5.3 +6.4
CGUS Capital Group Core Equity ETF 2.2 33 6 3.6 +4.7
FXL First Trust Technology AlphaDEX Fund 2.2 61 -22 4.9 +6.1
ROE Astoria US Quality Kings ETF 2.2 49 -10 5.2 +6.4
STXG Strive 1000 Growth ETF 2.2 18 21 3.3 +4.4
SUSA iShares MSCI USA ESG Select ETF 2.2 25 14 4.0 +5.1
DSPY Tema S&P 500 Historical Weight ETF 2.2 18 21 4.3 +5.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.2 65 -26 7.1 +8.2
SFYF SoFi Social 50 ETF 2.2 29 10 0.8 +1.9
TRFM AAM Transformers ETF 2.1 49 -10 1.0 +2.1
TOPC iShares S&P 500 3% Capped ETF 2.1 15 24 4.3 +5.5
BKSE BNY Mellon US Small Cap Core Equity ETF 2.1 4 35 15.4 +16.5
ENHU iShares Enhanced Large Cap Core Active ETF 2.1 22 17 4.1 +5.2
TTAC FCF US Quality ETF 2.1 59 -20 5.9 +7.1
DSTL Distillate US Fundamental Stability & Value ETF 2.1 39 0 7.2 +8.3
RVRB Reverb ETF 2.1 30 9 3.7 +4.9
OALC OneAscent Large Cap Core ETF 2.1 86 -47 3.4 +4.5
ESGV Vanguard ESG U.S. Stock ETF 2.1 9 30 4.1 +5.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.1 9 30 3.6 +4.7
IVES Wedbush ETFMG Global Cloud Technology ETF 2.0 68 -29 3.5 +4.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.0 8 31 4.4 +5.5
CATH Global X S&P 500 Catholic Values Custom ETF 2.0 29 10 4.0 +5.2
AQEC AQE Core ETF 2.0 49 -10 5.2 +6.3
BJK VanEck Gaming ETF 2.0 65 -26 4.6 +5.8
MGC Vanguard Mega Cap ETF 2.0 7 32 3.9 +5.0
SPHB Invesco S&P 500 High Beta ETF 2.0 25 14 3.6 +4.7
XVV iShares ESG Screened S&P 500 ETF 2.0 8 31 4.1 +5.3
DGRW WisdomTree US Quality Dividend Growth Fund 2.0 28 11 5.0 +6.1
ILCG iShares Morningstar Growth ETF 1.9 4 35 3.2 +4.3
ALTL Pacer Lunt Large Cap Alternator ETF 1.9 60 -21 4.8 +6.0
YALL God Bless America ETF 1.9 65 -26 4.4 +5.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.9 7 32 4.4 +5.5
GSPY Gotham Enhanced 500 ETF 1.9 50 -11 4.3 +5.4
IWL iShares Russell Top 200 ETF 1.9 15 24 3.9 +5.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 19 4.2 +5.3
QGRO American Century U.S. Quality Growth ETF 1.9 29 10 4.1 +5.2
EQWL Invesco S&P 100 Equal Weight ETF 1.9 25 14 5.3 +6.4
FYC First Trust Small Cap Growth AlphaDEX Fund 1.9 71 -32 -0.6 +0.5
CHRI Global X S&P 500 Christian Values ETF 1.9 29 10 3.9 +5.1
QWLD SPDR MSCI World StrategicFactors ETF 1.9 30 9 5.1 +6.2
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.9 12 27 5.6 +6.8
RAUS RACWI US ETF 1.9 15 24 4.1 +5.3
SGLC SGI U.S. Large Cap Core ETF 1.9 85 -46 3.6 +4.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 19 4.0 +5.1
AFLG First Trust Active Factor Large Cap ETF 1.8 55 -16 5.0 +6.1
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 24 4.1 +5.3
VOOG Vanguard S&P 500 Growth ETF 1.8 7 32 18.8 +20.0
KLMN Invesco MSCI North America Climate ETF 1.8 9 30 4.3 +5.4
DGRO iShares Core Dividend Growth ETF 1.8 8 31 5.4 +6.6
LRGF iShares U.S. Equity Factor ETF 1.8 8 31 4.5 +5.7
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.8 4 35 3.1 +4.3
IVW iShares S&P 500 Growth ETF 1.8 18 21 3.0 +4.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.8 15 24 4.2 +5.3
FCPI Fidelity Stocks for Inflation ETF 1.8 15 24 5.7 +6.9
TOV JLens 500 Jewish Advocacy U.S. ETF 1.8 18 21 3.9 +5.1
PY Principal Value ETF 1.8 15 24 6.8 +8.0
SPYM State Street SPDR Portfolio S&P 500 ETF 1.8 2 37 4.2 +5.4
SPY SPDR S&P 500 ETF 1.8 9 30 4.1 +5.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.8 65 -26 5.1 +6.3
SPXV ProShares S&P 500 Ex-Health Care ETF 1.8 9 30 3.9 +5.1
DAK Dakota Active Equity ETF 1.8 43 -4 3.8 +4.9
IVV iShares Core S&P 500 ETF 1.8 3 36 4.2 +5.4
VOO Vanguard S&P 500 ETF 1.8 3 36 4.2 +5.3
SPLV Invesco S&P 500 Low Volatility ETF 1.8 25 14 5.1 +6.3
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 1.7 75 -36 2.0 +3.1
ILCB iShares Morningstar U.S. Equity ETF 1.7 3 36 4.1 +5.2
GXLC Global X U.S. 500 ETF 1.7 2 37 4.1 +5.2
QVML Invesco S&P 500 QVM Multi-factor ETF 1.7 11 28 4.3 +5.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.7 70 -31 2.2 +3.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.7 4 35 5.6 +6.7
IUSG iShares Core S&P U.S. Growth ETF 1.7 4 35 3.2 +4.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.7 10 29 4.2 +5.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.7 32 7 3.9 +5.0
VOOV Vanguard S&P 500 Value ETF 1.7 7 32 5.6 +6.7
VV Vanguard Large-Cap ETF 1.7 4 35 4.1 +5.2
IVE iShares S&P 500 Value ETF 1.7 18 21 5.5 +6.6
DFUS Dimensional U.S. Equity ETF 1.7 9 30 4.1 +5.2
DCOR Dimensional US Core Equity 1 ETF 1.7 14 25 4.5 +5.7
SCHX Schwab U.S. Large-Cap ETF 1.7 3 36 4.2 +5.4
DFSU Dimensional US Sustainability Core 1 ETF 1.7 18 21 4.6 +5.8
VONE Vanguard Russell 1000 ETF 1.7 7 32 4.2 +5.4
IWB iShares Russell 1000 ETF 1.7 15 24 4.1 +5.3
AOTG AOT Growth and Innovation ETF 1.7 75 -36 1.2 +2.3
KCE State Street SPDR S&P Capital Markets ETF 1.7 35 4 5.5 +6.6
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 30 4.1 +5.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.7 3 36 4.3 +5.5
PBUS Invesco MSCI USA ETF 1.7 4 35 4.2 +5.3
SCHK Schwab 1000 Index ETF 1.7 5 34 4.2 +5.4
IWV iShares Russell 3000 ETF 1.7 20 19 4.0 +5.1
SFTY Horizon Managed Risk ETF 1.7 77 -38 3.4 +4.6
VTHR Vanguard Russell 3000 ETF 1.7 7 32 4.1 +5.3
IYY iShares Dow Jones U.S. ETF 1.7 20 19 4.1 +5.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.7 7 32 4.1 +5.2
STOX Horizon Core Equity ETF 1.7 70 -31 3.5 +4.7
IUSV iShares Core S&P US Value ETF 1.6 4 35 5.7 +6.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 36 4.1 +5.3
GQI Natixis Gateway Quality Income ETF 1.6 34 5 4.6 +5.8
VTI Vanguard Total Stock Market ETF 1.6 3 36 4.1 +5.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.6 2 37 4.2 +5.3
VOTE TCW Transform 500 ETF 1.6 5 34 4.1 +5.2
DXUV Dimensional US Vector Equity ETF 1.6 28 11 5.1 +6.2
SCHB Schwab U.S. Broad Market ETF 1.6 3 36 4.2 +5.3
DFVX Dimensional US Large Cap Vector ETF 1.6 22 17 5.2 +6.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.6 0 39 12.4 +13.5
DFAU Dimensional US Core Equity Market ETF 1.6 12 27 4.3 +5.4
EWZS iShares MSCI Brazil Small-Cap ETF 1.6 59 -20 11.8 +13.0
FELC Fidelity Enhanced Large Cap Core ETF 1.6 18 21 4.3 +5.4
DFAC Dimensional U.S. Core Equity 2 ETF 1.6 17 22 4.6 +5.8
USEW Cambria US EW ETF 1.6 30 9 4.1 +5.3
TOK iShares MSCI Kokusai ETF 1.6 26 13 4.2 +5.4
ILCV iShares Morningstar Value ETF 1.6 4 35 5.1 +6.3
WOMN Impact Shares YWCA Women's Empowerment ETF 1.6 75 -36 4.7 +5.8
APUE ActivePassive U.S. Equity ETF 1.6 45 -6 3.9 +5.0
HDUS Hartford Disciplined US Equity ETF 1.6 19 20 4.7 +5.8
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.5 42 -3 4.0 +5.2
RAYD Rayliant Quantitative Developed Market Equity ETF 1.5 80 -41 3.6 +4.7
PIEL Pacer International Export Leaders ETF 1.5 60 -21 4.0 +5.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.5 39 0 3.8 +4.9
JGLO JPMorgan Global Select Equity ETF 1.5 33 6 4.2 +5.4
RW Rainwater Equity ETF 1.5 125 -86 3.3 +4.5
JGRW Jensen Quality Growth ETF 1.5 57 -18 4.2 +5.4
BBCA JPMorgan BetaBuilders Canada ETF 1.5 19 20 5.2 +6.3
FDTX Fidelity Disruptive Technology ETF 1.5 50 -11 1.6 +2.8
GGRW Gabelli Growth Innovators ETF 1.5 90 -51 2.1 +3.3
TMFG Motley Fool Global Opportunities ETF 1.5 85 -46 3.8 +5.0
MVPA Miller Value Partners Appreciation ETF 1.5 60 -21 9.2 +10.4
TOGA Tremblant Global ETF 1.5 69 -30 -0.2 +1.0
ABIG Argent Large Cap ETF 1.5 49 -10 4.4 +5.5
NBDS Neuberger Berman Disrupters ETF 1.5 55 -16 0.7 +1.9
FTGS First Trust Growth Strength ETF 1.5 60 -21 3.7 +4.8
EWC iShares MSCI Canada ETF 1.5 50 -11 4.9 +6.0
VUSG Vanguard Wellington U.S. Growth Active ETF 1.5 35 4 2.6 +3.7
YOKE Yoke Core ETF 1.5 42 -3 3.8 +5.0
JIG JPMorgan International Growth ETF 1.5 55 -16 3.5 +4.7
FLCA Franklin FTSE Canada ETF 1.5 9 30 5.3 +6.4
LOUP Innovator Deepwater Frontier Tech ETF 1.5 70 -31 1.0 +2.1
ACVF American Conservative Values ETF 1.5 75 -36 3.7 +4.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.5 12 27 4.4 +5.5
FBCG Fidelity Blue Chip Growth ETF 1.5 59 -20 2.3 +3.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.5 11 28 4.1 +5.3
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 4 6.3 +7.5
URTH iShares MSCI World ETF 1.5 24 15 4.3 +5.4
DVGR DAC 3D Dividend Growth ETF 1.5 65 -26 4.8 +5.9
EDOW First Trust Dow 30 Equal Weight ETF 1.5 50 -11 4.6 +5.7
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -9 3.8 +5.0
USSE Segall Bryant & Hamill Select Equity ETF 1.5 65 -26 3.0 +4.2
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -20 2.7 +3.9
DIA SPDR Dow Jones Industrial Average ETF 1.5 16 23 4.7 +5.9
BGRO iShares Large Cap Growth Active ETF 1.5 55 -16 1.9 +3.1
DVND Touchstone Dividend Select ETF 1.5 67 -28 5.2 +6.3
RUNN Running Oak Efficient Growth ETF 1.5 58 -19 4.9 +6.0
LCF Touchstone US Large Cap Focused ETF 1.5 69 -30 3.6 +4.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.5 49 -10 3.8 +5.0
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -36 4.6 +5.7
YLDE ClearBridge Dividend Strategy ESG ETF 1.5 60 -21 5.2 +6.4
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -40 3.4 +4.5
TOPT iShares Top 20 U.S. Stocks ETF 1.5 20 19 3.3 +4.4
BLCR iShares Large Cap Core Active ETF 1.5 36 3 2.9 +4.0
RGEF Rockefeller Global Equity ETF 1.5 55 -16 3.8 +4.9
FFLC Fidelity Fundamental Large Cap Core ETF 1.5 38 1 3.8 +5.0
KAT Scharf ETF 1.5 87 -48 6.1 +7.2
NULG Nuveen ESG Large-Cap Growth ETF 1.5 26 13 3.0 +4.2
BDIV AAM Brentview Dividend Growth ETF 1.5 49 -10 3.7 +4.9
ASLV Allspring Special Large Value ETF 1.5 35 4 5.1 +6.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.5 7 32 6.4 +7.6
SAMT Strategas Macro Thematic Opportunities ETF 1.5 65 -26 2.5 +3.7
THRO iShares U.S. Thematic Rotation Active ETF 1.5 90 -51 3.1 +4.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.5 15 24 3.0 +4.2
VFQY Vanguard U.S. Quality Factor ETF 1.5 13 26 5.3 +6.5
VOT Vanguard Mid-Cap Growth ETF 1.5 7 32 3.2 +4.3
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 24 4.9 +6.0
EPS WisdomTree U.S. LargeCap Fund 1.5 8 31 4.7 +5.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.5 14 25 4.1 +5.3
RFFC ALPS Active Equity Opportunity ETF 1.5 48 -9 3.6 +4.8
FUNL CornerCap Fundametrics Large-Cap ETF 1.5 50 -11 6.4 +7.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.5 9 30 4.3 +5.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.5 36 3 4.1 +5.2
GPT Intelligent Alpha Atlas ETF 1.4 69 -30 6.1 +7.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 30 4.3 +5.5
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.4 86 -47 0.2 +1.4
CGGO Capital Group Global Growth Equity ETF 1.4 47 -8 4.0 +5.2
AIEQ AI Powered Equity ETF 1.4 75 -36 3.7 +4.8
FVAL Fidelity Value Factor ETF 1.4 15 24 5.8 +6.9
SFY SoFi Select 500 ETF 1.4 0 39 3.7 +4.9
IWO iShares Russell 2000 Growth ETF 1.4 24 15 0.5 +1.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 19 4.7 +5.8
LOGO Alpha Brands Consumption Leaders ETF 1.4 69 -30 2.7 +3.9
RAFE PIMCO RAFI ESG U.S. ETF 1.4 29 10 5.9 +7.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.4 25 14 5.5 +6.6
FSST Fidelity Sustainable U.S. Equity ETF 1.4 59 -20 3.7 +4.8
QUVU Hartford Quality Value ETF 1.4 46 -7 5.4 +6.5
EQL Alps Equal Sector Weight ETF 1.3 25 14 5.1 +6.2
TCV Towle Value ETF 1.3 85 -46 9.0 +10.1
CGDV Capital Group Dividend Value ETF 1.3 33 6 3.8 +4.9
RSSL Global X Russell 2000 ETF 1.3 8 31 2.6 +3.8
JHSC John Hancock Multifactor Small Cap ETF 1.3 42 -3 5.9 +7.1
ACWI iShares MSCI ACWI ETF 1.3 32 7 4.6 +5.7
AVUS Avantis U.S. Equity ETF 1.3 15 24 4.7 +5.8
FBCV Fidelity Blue Chip Value ETF 1.3 59 -20 5.4 +6.5
FTA First Trust Large Cap Value AlphaDEX Fund 1.3 59 -20 7.3 +8.5
JHML John Hancock Multifactor Large Cap ETF 1.3 29 10 4.5 +5.6
FESM Fidelity Enhanced Small Cap ETF 1.3 28 11 2.2 +3.3
CVAR Cultivar ETF 1.3 87 -48 6.6 +7.8
IWM iShares Russell 2000 ETF 1.3 19 20 2.5 +3.7
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 11 5.3 +6.5
VTWO Vanguard Russell 2000 ETF 1.3 7 32 2.7 +3.8
MOTG VanEck Morningstar Global Wide Moat ETF 1.3 52 -13 7.9 +9.1
MOTI VanEck Morningstar International Moat ETF 1.3 58 -19 9.9 +11.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.3 25 14 4.8 +6.0
JGRO JPMorgan Active Growth ETF 1.3 44 -5 2.6 +3.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 30 4.8 +5.9
EUSA iShares MSCI USA Equal Weighted ETF 1.2 9 30 5.4 +6.5
WCLD WisdomTree Cloud Computing Fund 1.2 45 -6 1.1 +2.3
SIZE iShares MSCI USA Size Factor ETF 1.2 15 24 5.4 +6.5
VT Vanguard Total World Stock ETF 1.2 6 33 4.9 +6.1
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 29 4.8 +6.0
VBK Vanguard Small-Cap Growth ETF 1.2 7 32 1.3 +2.4
EBI Longview Advantage ETF 1.2 35 4 5.8 +6.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.2 35 4 5.8 +7.0
DSMC Distillate Small/Mid Cash Flow ETF 1.2 55 -16 10.0 +11.2
IGV iShares Expanded Tech-Software Sector ETF 1.2 41 -2 3.2 +4.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.2 60 -21 6.1 +7.3
ISCG iShares Morningstar Small-Cap Growth ETF 1.2 6 33 2.7 +3.9
VTWG Vanguard Russell 2000 Growth ETF 1.1 10 29 0.6 +1.8
IWN iShares Russell 2000 Value ETF 1.1 24 15 4.6 +5.7
IOO iShares Global 100 ETF 1.1 41 -2 3.8 +5.0
DTD WisdomTree U.S. Total Dividend Fund 1.1 28 11 5.6 +6.7
SIXS ETC 6 Meridian Small Cap Equity ETF 1.1 89 -50 7.7 +8.9
ITEQ BlueStar Israel Technology ETF 1.1 75 -36 1.3 +2.4
GLOF iShares Global Equity Factor ETF 1.1 20 19 5.4 +6.6
VTWV Vanguard Russell 2000 Value ETF 1.1 10 29 4.7 +5.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.1 30 9 4.0 +5.2
GEW Cambria Global EW ETF 1.1 29 10 5.3 +6.4
ACSG American Century Small Cap Growth Insights ETF 1.1 49 -10 4.7 +5.9
GOP Unusual Whales Subversive Republican Trading ETF 1.1 50 -11 4.2 +5.3
EZM WisdomTree U.S. MidCap Fund 1.1 38 1 7.9 +9.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -36 5.8 +6.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.0 20 19 5.4 +6.6
FFND Future Fund Active ETF 1.0 100 -61 4.3 +5.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.0 9 30 5.1 +6.3
GQQQ Astoria US Quality Growth Kings ETF 1.0 35 4 3.4 +4.5
FNX First Trust Mid Cap Core AlphaDEX Fund 1.0 60 -21 6.2 +7.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.0 64 -25 1.3 +2.5
STXK Strive Small-Cap ETF 1.0 18 21 5.1 +6.2
FSGS First Trust SMID Growth Strength ETF 1.0 60 -21 4.8 +5.9
CGIE Capital Group International Equity ETF 1.0 54 -15 4.4 +5.6
IUS Invesco RAFI Strategic US ETF 1.0 19 20 5.3 +6.5
IWS iShares Russell Mid-Cap Value ETF 0.9 23 16 5.9 +7.0
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.9 36 3 8.0 +9.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 24 3.9 +5.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.9 12 27 6.0 +7.2
IBUY Amplify Online Retail ETF 0.9 65 -26 2.3 +3.4
SMMD iShares Russell 2500 ETF 0.9 15 24 5.4 +6.6
RPV Invesco S&P 500 Pure Value ETF 0.9 35 4 8.3 +9.5
SMOT VanEck Morningstar SMID Moat ETF 0.9 49 -10 6.3 +7.5
RSP Invesco S&P 500 Equal Weight ETF 0.9 20 19 5.8 +6.9
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 -20 4.9 +6.1
FPX First Trust US Equity Opportunities ETF 0.9 61 -22 0.8 +2.0
OPTZ Optimize Strategy Index ETF 0.9 50 -11 3.4 +4.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.9 40 -1 5.3 +6.4
CFA VictoryShares US 500 Volatility Wtd ETF 0.9 35 4 5.3 +6.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.9 20 19 3.9 +5.0
FNDX Schwab Fundamental US Large Co. Index ETF 0.9 25 14 6.0 +7.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.9 60 -21 -0.9 +0.2
DSTX Distillate International Fundamental Stability & Value ETF 0.8 55 -16 6.3 +7.4
IWR iShares Russell Midcap ETF 0.8 19 20 5.3 +6.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.8 70 -31 4.7 +5.9
CRTC Xtrackers US National Critical Technologies ETF 0.8 35 4 4.1 +5.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.8 25 14 6.0 +7.1
STXI Strive International Developed Markets ETF 0.8 29 10 6.4 +7.5
DBSC Deepwater Beachfront Small Cap ETF 0.8 85 -46 1.2 +2.4
ACWV iShares MSCI Global Min Vol Factor ETF 0.8 20 19 5.6 +6.7
BFOR ALPS Barron's 400 ETF 0.8 65 -26 21.4 +22.5
IDV iShares International Select Dividend ETF 0.8 51 -12 8.9 +10.0
ISCB iShares Morningstar Small-Cap ETF 0.8 4 35 5.3 +6.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 22 4.8 +6.0
FDWM Fidelity Women's Leadership ETF 0.8 59 -20 4.0 +5.2
VO Vanguard Mid-Cap ETF 0.8 4 35 20.8 +21.9
WTV WisdomTree US Value ETF 0.8 12 27 7.5 +8.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.8 35 4 3.4 +4.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 15 5.9 +7.1
IMCG iShares Morningstar Mid-Cap Growth ETF 0.7 6 33 3.3 +4.5
XDAT Franklin Exponential Data ETF 0.7 50 -11 1.1 +2.3
WCEO Hypatia Women CEO ETF 0.7 85 -46 4.5 +5.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.7 25 14 4.1 +5.3
FAB First Trust Multi Cap Value AlphaDEX Fund 0.7 67 -28 8.3 +9.4
SURE AdvisorShares Insiders Advantage ETF 0.7 90 -51 7.6 +8.8
WWJD Inspire International ETF 0.7 80 -41 6.0 +7.2
ETHO Etho Climate Leadership U.S. ETF 0.7 47 -8 4.1 +5.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.7 61 -22 5.1 +6.3
VFMO Vanguard U.S. Momentum Factor ETF 0.7 13 26 1.7 +2.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.7 12 27 3.9 +5.0
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.7 12 27 5.2 +6.3
PRF Invesco FTSE RAFI US 1000 ETF 0.7 34 5 5.4 +6.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.7 75 -36 1.9 +3.0
IEUS iShares MSCI Europe Small-Cap ETF 0.7 42 -3 6.6 +7.8
DFAS Dimensional U.S. Small Cap ETF 0.7 26 13 5.4 +6.6
IXN iShares Global Tech ETF 0.6 41 -2 2.6 +3.8
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.6 15 24 3.7 +4.8
IJT iShares S&P Small-Cap 600 Growth ETF 0.6 18 21 3.6 +4.8
IDEV iShares Core MSCI International Developed Markets ETF 0.6 4 35 5.8 +7.0
SCHF Schwab International Equity ETF 0.6 6 33 5.7 +6.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.6 21 18 2.9 +4.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.6 55 -16 8.6 +9.7
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 -36 2.8 +4.0
TPHD Timothy Plan High Dividend Stock ETF 0.6 52 -13 6.0 +7.1
XJR iShares ESG Screened S&P Small-Cap ETF 0.6 12 27 6.0 +7.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.6 52 -13 4.9 +6.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 10 5.5 +6.7
EES WisdomTree U.S. SmallCap Fund 0.6 38 1 7.6 +8.7
ISRA VanEck Israel ETF 0.6 59 -20 5.9 +7.0
IMCB iShares Morningstar Mid-Cap ETF 0.6 4 35 5.1 +6.2
IYF iShares U.S. Financials ETF 0.6 40 -1 5.4 +6.6
DGT State Street SPDR Global Dow ETF 0.6 50 -11 5.5 +6.7
VXF Vanguard Extended Market ETF 0.6 5 34 3.7 +4.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.6 3 36 5.6 +6.8
QQQ Invesco QQQ Trust Series I 0.6 20 19 3.3 +4.4
QQQM Invesco NASDAQ 100 ETF 0.6 15 24 3.3 +4.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 4 6.8 +7.9
BKIE BNY Mellon International Equity ETF 0.6 4 35 17.3 +18.5
VB Vanguard Small-Cap ETF 0.6 5 34 5.2 +6.3
VEA Vanguard FTSE Developed Markets ETF 0.6 3 36 5.7 +6.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.6 58 -19 5.2 +6.3
AVSC Avantis U.S Small Cap Equity ETF 0.6 25 14 4.5 +5.6
FTEC Fidelity MSCI Information Technology Index ETF 0.6 8 31 3.0 +4.2
AUSF Global X Adaptive U.S. Factor ETF 0.6 27 12 8.0 +9.1
VSGX Vanguard ESG International Stock ETF 0.6 10 29 6.3 +7.5
USCF Themes US Cash Flow Champions ETF 0.6 29 10 7.5 +8.6
WSML iShares MSCI World Small-Cap ETF 0.6 15 24 5.2 +6.4
BLES Inspire Global Hope ETF 0.6 61 -22 5.6 +6.7
RCGE RockCreek Global Equality ETF 0.5 95 -56 5.8 +7.0
IWP iShares Russell Mid-Cap Growth ETF 0.5 23 16 3.0 +4.2
WLDR Affinity World Leaders Equity ETF 0.5 67 -28 5.4 +6.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.5 10 29 3.6 +4.8
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 7 32 6.0 +7.2
FMKT The Free Markets ETF 0.5 76 -37 4.0 +5.2
IJR iShares Core S&P Small Cap ETF 0.5 6 33 6.2 +7.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 36 6.2 +7.4
CLOD Themes Cloud Computing ETF 0.5 35 4 3.0 +4.2
SQLV Royce Quant Small-Cap Quality Value ETF 0.5 60 -21 7.3 +8.5
AVMC Avantis U.S. Mid Cap Equity ETF 0.5 18 21 6.1 +7.2
XOEF iShares S&P 500 ex S&P 100 ETF 0.5 20 19 4.7 +5.8
LGCF Themes US Cash Flow Champions ETF 0.5 30 9 6.8 +8.0
JHMM John Hancock Multifactor Mid Cap ETF 0.5 42 -3 5.5 +6.6
VIDI Vident International Equity Strategy ETF 0.5 61 -22 7.9 +9.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 14 6.0 +7.2
PSCF Invesco S&P SmallCap Financials ETF 0.5 29 10 8.1 +9.3
SCHA Schwab U.S. Small-Cap ETF 0.5 4 35 4.3 +5.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 33 6.7 +7.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 24 6.1 +7.2
RWL Invesco S&P 500 Revenue ETF 0.5 39 0 5.6 +6.7
VALQ American Century U.S. Quality Value ETF 0.5 29 10 7.0 +8.2
XT iShares Exponential Technologies ETF 0.5 46 -7 4.0 +5.1
VEU Vanguard FTSE All-World ex-US Index Fund 0.5 4 35 6.5 +7.6
ACWX iShares MSCI ACWI ex U.S. ETF 0.5 34 5 6.1 +7.3
ULVM VictoryShares US Value Momentum ETF 0.5 20 19 6.0 +7.1
CWI SPDR MSCI ACWI ex-US ETF 0.5 30 9 6.2 +7.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.5 25 14 7.6 +8.7
TMFX Motley Fool Next Index ETF 0.4 50 -11 2.8 +3.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -56 -0.5 +0.6
QDEF FlexShares Quality Dividend Defensive Index Fund 0.4 37 2 5.3 +6.5
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 33 7.5 +8.6
IXUS iShares Core MSCI Total International Stock ETF 0.4 7 32 6.4 +7.5
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 21 8.6 +9.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 29 8.7 +9.9
VXUS Vanguard Total International Stock ETF 0.4 5 34 6.4 +7.5
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.4 15 24 8.7 +9.9
QDF FlexShares Quality Dividend Index Fund 0.4 37 2 5.3 +6.4
JAVA JPMorgan Active Value ETF 0.4 44 -5 5.3 +6.4
QQMG Invesco ESG NASDAQ 100 ETF 0.4 20 19 3.2 +4.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.4 35 4 5.9 +7.0
NIXT Research Affiliates Deletions ETF 0.4 9 30 6.1 +7.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 19 7.2 +8.4
PTL Inspire 500 ETF 0.4 9 30 4.5 +5.6
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.4 86 -47 13.4 +14.5
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.4 18 21 6.1 +7.3
VGT Vanguard Information Technology ETF 0.4 9 30 24.9 +26.0
SPAM Themes Cybersecurity ETF 0.4 35 4 1.9 +3.0
QLC FlexShares US Quality Large Cap Index Fund 0.4 25 14 4.5 +5.6
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.4 58 -19 6.3 +7.5
FMDE Fidelity Enhanced Mid Cap ETF 0.4 23 16 5.2 +6.4
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 -1 5.9 +7.1
IQDG WisdomTree International Quality Dividend Growth Fund 0.4 42 -3 5.6 +6.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.3 41 -2 5.9 +7.0
ISCF iShares International SmallCap Equity Factor ETF 0.3 23 16 7.1 +8.2
VOE Vanguard Mid-Cap Value ETF 0.3 7 32 6.6 +7.7
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.3 58 -19 5.3 +6.4
USMF WisdomTree U.S. Multifactor Fund 0.3 28 11 6.7 +7.9
HAPS Harbor Human Capital Factor US Small Cap ETF 0.3 60 -21 3.2 +4.3
QINT American Century Quality Diversified International ETF 0.3 39 0 6.4 +7.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.3 20 19 5.9 +7.1
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -8 7.3 +8.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.3 10 29 4.2 +5.4
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.3 15 24 4.2 +5.4
EQAL Invesco Russell 1000 Equal Weight ETF 0.3 20 19 6.0 +7.1
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 -13 6.5 +7.6
IJK iShares S&P Mid-Cap 400 Growth ETF 0.3 17 22 4.2 +5.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 27 6.0 +7.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 0 6.7 +7.8
AIVI WisdomTree International AI Enhanced Value Fund 0.3 58 -19 5.9 +7.1
EMMF WisdomTree Emerging Markets Multifactor Fund 0.3 48 -9 8.3 +9.5
STXM Strive Mid-Cap ETF 0.3 18 21 6.0 +7.2
MDY SPDR S&P Midcap 400 ETF Trust 0.3 23 16 6.0 +7.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 32 5.2 +6.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.3 35 4 6.4 +7.5
IJH iShares Core S&P Mid-Cap ETF 0.3 5 34 6.1 +7.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.3 7 32 6.1 +7.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.3 3 36 6.1 +7.3
GVLU Gotham 1000 Value ETF 0.3 50 -11 7.8 +9.0
PKW Invesco Buyback Achievers ETF 0.3 62 -23 6.9 +8.0
NUSC Nuveen ESG Small-Cap ETF 0.3 31 8 4.9 +6.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 0 7.1 +8.2
IWD iShares Russell 1000 Value ETF 0.3 19 20 5.1 +6.2
REVS Columbia Research Enhanced Value ETF 0.3 19 20 6.3 +7.5
DIM WisdomTree International MidCap Dividend Fund 0.3 58 -19 6.1 +7.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 0 3.5 +4.6
VONV Vanguard Russell 1000 Value ETF 0.2 7 32 5.2 +6.3
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 24 4.9 +6.0
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.2 20 19 8.5 +9.6
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.2 40 -1 3.6 +4.8
AVDS Avantis International Small Cap Equity ETF 0.2 30 9 5.8 +6.9
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 0 6.5 +7.7
ITAN Sparkline Intangible Value ETF 0.2 50 -11 5.6 +6.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 4 5.8 +7.0
VFMV Vanguard U.S. Minimum Volatility ETF 0.2 13 26 5.7 +6.9
IVSI Applied Finance IVS International Large ETF 0.2 65 -26 5.7 +6.9
VLUE iShares MSCI USA Value Factor ETF 0.2 15 24 6.0 +7.1
AIQ Global X Artificial Intelligence & Technology ETF 0.2 68 -29 2.7 +3.9
DFAI Dimensional International Core Equity Market ETF 0.2 18 21 5.8 +7.0
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 21 7.8 +9.0
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 24 7.9 +9.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 29 7.9 +9.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 0 2.2 +3.3
SSPY Syntax Stratified LargeCap ETF 0.2 30 9 5.9 +7.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 0 7.7 +8.8
IPKW Invesco International BuyBack Achievers ETF 0.2 55 -16 7.7 +8.9
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.2 12 27 3.3 +4.4
FTC First Trust Large Cap Growth AlphaDEX Fund 0.2 59 -20 1.9 +3.0
DFIS Dimensional International Small Cap ETF 0.2 39 0 5.9 +7.1
SCJ iShares MSCI Japan Small-Cap ETF 0.2 50 -11 5.3 +6.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.2 75 -36 3.2 +4.3
ROUS Hartford Multifactor US Equity ETF 0.2 19 20 5.4 +6.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.2 70 -31 9.2 +10.4
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 27 6.6 +7.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.2 4 35 17.0 +18.1
DEUS Xtrackers Russell US Multifactor ETF 0.2 17 22 6.4 +7.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 14 5.9 +7.1
AVSD Avantis Responsible International Equity ETF 0.2 23 16 5.8 +6.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.2 15 24 6.8 +7.9
STXV Strive 1000 Value ETF 0.2 18 21 6.6 +7.8
VTV Vanguard Value ETF 0.2 4 35 5.6 +6.8
FDND FT Vest Dow Jones Internet & Target Income ETF 0.2 75 -36 2.6 +3.7
FDN First Trust Dow Jones Internet Index Fund 0.2 52 -13 2.6 +3.8
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 27 5.1 +6.3
IGM iShares Expanded Tech Sector ETF 0.2 41 -2 2.7 +3.8
DIVB iShares Core Dividend ETF 0.2 5 34 6.4 +7.5
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 35 5.5 +6.7
VFVA Vanguard U.S. Value Factor ETF 0.1 13 26 8.7 +9.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 20 4.6 +5.8
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.1 35 4 4.8 +6.0
ALRG Allspring LT Large Core ETF 0.1 28 11 3.5 +4.7
ISMD Inspire Small/Mid Cap ETF 0.1 54 -15 4.9 +6.0
PRXV Praxis Impact Large Cap Value ETF 0.1 36 3 5.3 +6.5
VBR Vanguard Small Cap Value ETF 0.1 7 32 7.7 +8.9
RECS Columbia Research Enhanced Core ETF 0.1 15 24 5.2 +6.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -10 5.8 +7.0
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 24 5.7 +6.9
AVDE Avantis International Equity ETF 0.1 23 16 6.0 +7.2
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 35 5.8 +6.9
IWC iShares Micro-Cap ETF 0.1 60 -21 -1.3 -0.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.1 15 24 6.2 +7.3
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -31 6.4 +7.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 19 4.2 +5.4
IYW iShares U.S. Technology ETF 0.1 40 -1 3.0 +4.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.1 45 -6 5.4 +6.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 19 5.6 +6.8
FELV Fidelity Enhanced Large Cap Value ETF 0.1 18 21 5.2 +6.4
AFSM First Trust Active Factor Small Cap ETF 0.1 75 -36 5.5 +6.7
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 21 3.1 +4.3
DFIC Dimensional International Core Equity 2 ETF 0.1 23 16 6.0 +7.2
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 14 7.7 +8.9
DISV Dimensional International Small Cap Value ETF 0.1 42 -3 7.6 +8.8
IEUR iShares Core MSCI Europe ETF 0.1 11 28 6.3 +7.4
SFGV Sequoia Global Value ETF 0.1 23 16 6.9 +8.1
SPEU SPDR Portfolio Europe ETF 0.1 7 32 6.4 +7.5
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 15 5.5 +6.6
VYM Vanguard High Dividend Yield Index ETF 0.1 6 33 6.0 +7.1
VGK Vanguard FTSE Europe ETF 0.1 6 33 6.4 +7.6
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 14 3.3 +4.4
DFUV Dimensional US Marketwide Value ETF 0.1 22 17 5.8 +7.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 -6 6.4 +7.6
IEV iShares Europe ETF 0.1 67 -28 5.8 +6.9
VYMI Vanguard International High Dividend Yield ETF 0.1 17 22 7.6 +8.7
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 19 5.5 +6.6
DFLV Dimensional US Large Cap Value ETF 0.1 22 17 5.8 +7.0
IEFA iShares Core MSCI EAFE ETF 0.1 7 32 5.9 +7.0
FLEE Franklin FTSE Europe ETF 0.1 9 30 6.2 +7.3
VIGI Vanguard International Dividend Appreciation ETF 0.0 10 29 5.9 +7.0
BCDF Horizon Kinetics Blockchain Development ETF 0.0 85 -46 3.6 +4.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 14 7.0 +8.2
INTF iShares International Equity Factor ETF 0.0 15 24 6.3 +7.4
FLJH Franklin FTSE Japan Hedged ETF 0.0 9 30 5.0 +6.1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.0 45 -6 7.7 +8.9
FLJP Franklin FTSE Japan ETF 0.0 9 30 5.1 +6.2
IDHQ Invesco S&P International Developed High Quality ETF 0.0 29 10 4.9 +6.1
JPXN iShares JPX-Nikkei 400 ETF 0.0 48 -9 5.1 +6.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 9 6.2 +7.3
XCNY SPDR S&P Emerging Markets ex-China ETF 0.0 15 24 5.4 +6.6
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.0 15 24 8.7 +9.8
DIVI Franklin International Core Dividend Tilt Index ETF 0.0 9 30 6.4 +7.5
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.0 33 6 5.9 +7.0
AVEM Avantis Emerging Markets Equity ETF 0.0 33 6 6.8 +7.9
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 15 6.7 +7.9
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 3 7.3 +8.5
DIHP Dimensional International High Profitability ETF 0.0 29 10 5.6 +6.8
SCHC Schwab International Small-Cap Equity ETF 0.0 11 28 6.4 +7.5
DFAT Dimensional U.S. Targeted Value ETF 0.0 28 11 8.3 +9.5
IPAC iShares Core MSCI Pacific ETF 0.0 9 30 5.2 +6.3
DXIV Dimensional International Vector Equity ETF 0.0 34 5 6.3 +7.5
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 32 9.2 +10.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -27 7.2 +8.4
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 28 23.5 +24.7
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 6 6.4 +7.6
IQSI IQ Candriam International Equity ETF 0.0 15 24 5.4 +6.6
DTH WisdomTree International High Dividend Fund 0.0 58 -19 7.0 +8.1
VPL Vanguard FTSE Pacific ETF 0.0 7 32 4.9 +6.1
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 30 7.9 +9.1
GXC SPDR S & P China ETF 0.0 59 -20 19.3 +20.5
AVIV Avantis International Large Cap Value ETF 0.0 25 14 6.6 +7.8
DWM WisdomTree International Equity Fund 0.0 48 -9 5.5 +6.6
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 5 5.1 +6.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 -1 5.6 +6.7
VFMF Vanguard U.S. Multifactor ETF 0.0 18 21 6.2 +7.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 -3 3.9 +5.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 -26 6.5 +7.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 9 3.7 +4.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -26 0.0 +1.2
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 -10 8.4 +9.6
DEW WisdomTree Global High Dividend Fund 0.0 58 -19 7.0 +8.1

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 6.0 x
Less: Expense ratio 39 bp
Equals: ALTAR Score -1.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.53 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.