Fidelity Crypto Industry and Digital Payments ETF
ALTAR
Score™		 -0.8% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 39.5x P/Sales
ratio		 4.9x
P/BV
ratio		 5.0x Div.
yield		 0.8%


  • 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) $143
Currency USD
Expense ratio 39 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 48
Wgt avg mkt cap (mns) $28,505
Large cap (>$10bn) 28.7%
Mid cap ($2-10bn) 26.3%
Small cap (<$2bn) 45.0%
Developed mkts 92.0%
Emerging mkts 8.0%

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

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

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
38.4% 12.0% -- -- 19.3%

Market Correlations
versus... Beta R-squared
S&P500 1.83 42%
MSCI EAFE 1.56 22%
MSCI Emg. Mkts. 1.69 29%

Technical Indicators
Recent close $39.86
30d moving avg. $42.18
Annualized volatility 63.3%
Short interest (ETF) 1.9%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 69
Turnover 1.9%
Bid/Ask (% of price) 0.64%
ADV underlying (mns) $5,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 715 potential alternatives to the Fidelity Crypto Industry and Digital Payments ETF ETF based on the alternatives' overlap in portfolio holdings with FDIG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FDIG Expense: 39 bp ALTAR Score™: -0.8%


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
(%)
BITQ Bitwise Crypto Industry Innovators ETF 54.6 85 -46 -2.2 -1.3
BKCH Global X Blockchain ETF 48.3 50 -11 -3.4 -2.5
MNRS Grayscale Bitcoin Miners ETF 43.2 59 -20 0.0 +0.8
DAPP VanEck Digital Transformation ETF 38.6 50 -11 0.0 +0.8
IBLC iShares Blockchain and Tech ETF 37.7 47 -8 -1.7 -0.8
WGMI Valkyrie Bitcoin Miners ETF 36.0 75 -36 -5.5 -4.7
BWEB Bitwise Web3 ETF 25.3 85 -46 0.0 +0.9
SATO Invesco Alerian Galaxy Crypto Economy ETF 23.2 61 -22 -0.6 +0.3
BLOK Amplify Transformational Data Sharing ETF 21.9 75 -36 0.6 +1.4
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 21.5 75 -36 5.8 +6.6
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 19.9 85 -46 -2.5 -1.6
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 18.9 65 -26 -1.3 -0.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 17.6 61 -22 2.3 +3.1
FINX Global X FinTech ETF 17.3 68 -29 3.0 +3.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 16.9 68 -29 6.8 +7.6
BCOR Grayscale Bitcoin Adopters ETF 15.5 59 -20 2.4 +3.3
BPAY BlackRock Future Financial and Technology ETF 14.1 70 -31 6.5 +7.4
TMAT Main Thematic Innovation ETF 13.9 164 -125 -1.5 -0.7
STCE Schwab Crypto Thematic ETF 9.4 30 9 3.9 +4.7
FDFF Fidelity Disruptive Finance ETF 8.7 50 -11 4.5 +5.4
TCAI Tortoise AI Infrastructure ETF 8.0 65 -26 2.5 +3.3
SPRX Spear Alpha ETF 8.0 75 -36 -0.3 +0.6
ARKF ARK Fintech Innovation ETF 7.7 75 -36 0.3 +1.1
ARKK ARK Innovation ETF 7.0 75 -36 -2.7 -1.8
PTF Invesco Dorsey Wright Technology Momentum ETF 6.5 60 -21 -1.2 -0.3
ARKW ARK Next Generation Internet ETF 6.4 87 -48 0.9 +1.7
BUYZ Franklin Disruptive Commerce ETF 6.0 50 -11 2.6 +3.4
RSPF Invesco S&P 500 Equal Weight Financials ETF 5.6 40 -1 6.6 +7.4
XSW State Street SPDR S&P Software & Services ETF 5.6 35 4 2.9 +3.7
HYP Golden Eagle Dynamic Hypergrowth ETF 5.5 85 -46 -1.2 -0.3
DTEC ALPS Disruptive Technologies ETF 5.1 50 -11 3.7 +4.5
PSCT Invesco S&P SmallCap Information Technology ETF 5.1 29 10 4.7 +5.5
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.8 85 -46 4.6 +5.4
FTGS First Trust Growth Strength ETF 4.8 60 -21 4.5 +5.3
PWB Invesco Large Cap Growth ETF 4.7 56 -17 2.6 +3.5
PCGG Polen Capital Global Growth ETF 4.6 85 -46 4.2 +5.0
TOGA Tremblant Global ETF 4.6 69 -30 1.6 +2.5
FNCL Fidelity MSCI Financials Index ETF 4.5 8 31 6.2 +7.0
XLF The Financial Select Sector SPDR Fund 4.3 8 31 5.7 +6.6
FDG American Century Focused Dynamic Growth ETF 4.3 45 -6 2.1 +2.9
VFH Vanguard Financials ETF 4.2 9 30 6.2 +7.1
BUZZ VanEck Social Sentiment ETF 4.1 75 -36 -0.8 +0.1
CGGR Capital Group Growth ETF 4.1 39 0 3.4 +4.2
GINN Goldman Sachs Innovate Equity ETF 4.0 52 -13 3.7 +4.5
IYG iShares US Financial Services ETF 3.9 40 -1 5.3 +6.1
IXG iShares Global Financials ETF 3.8 42 -3 6.3 +7.1
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 3.7 40 -1 4.2 +5.0
IYJ iShares U.S. Industrials ETF 3.7 40 -1 4.7 +5.5
JEPI JPMorgan Equity Premium Income ETF 3.7 35 4 5.7 +6.6
JGRO JPMorgan Active Growth ETF 3.6 44 -5 3.6 +4.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 3.5 40 -1 3.8 +4.6
AOTG AOT Growth and Innovation ETF 3.5 75 -36 2.0 +2.8
CBSE Clough Select Equity ETF 3.5 85 -46 1.2 +2.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.4 9 30 4.8 +5.6
PNQI Invesco NASDAQ Internet ETF 3.4 60 -21 3.7 +4.6
FQAL Fidelity Quality Factor ETF 3.4 15 24 5.8 +6.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.4 12 27 4.7 +5.5
RVER Trenchless Fund ETF 3.3 65 -26 3.1 +3.9
SPGP Invesco S&P 500 GARP ETF 3.3 34 5 6.8 +7.6
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.3 20 19 3.1 +3.9
DUHP Dimensional US High Profitability ETF 3.3 21 18 6.2 +7.1
CZAR Themes Natural Monopoly ETF 3.3 35 4 5.6 +6.4
LOWV AB US Low Volatility Equity ETF 3.3 48 -9 5.4 +6.3
JSTC Adasina Social Justice All Cap Global ETF 3.2 89 -50 4.8 +5.6
SCHG Schwab U.S. Large-Cap Growth ETF 3.2 4 35 3.8 +4.7
ILCG iShares Morningstar Growth ETF 3.2 4 35 3.7 +4.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.2 60 -21 4.3 +5.2
PRXG Praxis Impact Large Cap Growth ETF 3.2 36 3 3.6 +4.5
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 3.2 49 -10 6.1 +6.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.2 10 29 4.1 +5.0
FELG Fidelity Enhanced Large Cap Growth ETF 3.2 18 21 4.8 +5.6
COWS Amplify Cash Flow Dividend Leaders ETF 3.2 0 39 12.0 +12.9
VOOG Vanguard S&P 500 Growth ETF 3.2 7 32 4.2 +5.0
JQUA JPMorgan U.S. Quality Factor ETF 3.2 12 27 5.9 +6.8
IVW iShares S&P 500 Growth ETF 3.1 18 21 3.9 +4.8
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 3.1 4 35 4.1 +4.9
QGRW WisdomTree U.S. Quality Growth Fund 3.1 28 11 4.3 +5.1
WOMN Impact Shares YWCA Women's Empowerment ETF 3.1 75 -36 5.5 +6.4
VUG Vanguard Growth ETF 3.1 4 35 4.2 +5.1
VEGN US Vegan Climate ETF 3.1 60 -21 4.6 +5.4
VSLU Applied Finance Valuation Large Cap ETF 3.1 49 -10 5.9 +6.7
SPXT ProShares S&P 500 Ex-Technology ETF 3.1 9 30 5.5 +6.3
OALC OneAscent Large Cap Core ETF 3.1 86 -47 4.1 +4.9
VONG Vanguard Russell 1000 Growth ETF 3.1 7 32 4.5 +5.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 3.1 15 24 5.7 +6.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.1 19 20 6.2 +7.1
BKWO BNY Mellon Women's Opportunities ETF 3.1 50 -11 3.9 +4.7
IWFG IQ Winslow Focused Large Cap Growth ETF 3.1 65 -26 3.2 +4.0
FFOG Franklin Focused Growth ETF 3.1 61 -22 2.5 +3.4
IUSG iShares Core S&P U.S. Growth ETF 3.1 4 35 4.1 +5.0
IWF iShares Russell 1000 Growth ETF 3.1 19 20 4.1 +5.0
MODL VictoryShares WestEnd U.S. Sector ETF 3.1 42 -3 4.6 +5.4
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 3.0 10 29 4.2 +5.0
GLBL Pacer MSCI World Industry Advantage ETF 3.0 65 -26 4.1 +4.9
FLRG Fidelity U.S. Multifactor ETF 3.0 15 24 7.0 +7.8
GVIP Goldman Sachs Hedge Industry VIP ETF 3.0 45 -6 3.1 +4.0
LVOL American Century Low Volatility ETF 3.0 29 10 5.1 +6.0
MBCC Monarch Blue Chips Core ETF 3.0 125 -86 4.5 +5.3
NULC Nuveen ESG Large-Cap ETF 3.0 21 18 5.2 +6.0
NULG Nuveen ESG Large-Cap Growth ETF 3.0 26 13 3.4 +4.3
SXQG ETC 6 Meridian Quality Growth ETF 3.0 100 -61 4.9 +5.8
TDV ProShares S&P Technology Dividend Aristocrats ETF 3.0 45 -6 5.9 +6.7
USMC Principal U.S. Mega-Cap ETF 3.0 12 27 4.5 +5.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.0 10 29 4.9 +5.8
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.0 75 -36 5.2 +6.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.0 15 24 8.2 +9.1
SNPG Xtrackers S&P 500 Growth ESG ETF 3.0 15 24 4.6 +5.5
HAPI Harbor Human Capital Factor US Large Cap ETF 3.0 36 3 4.9 +5.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.0 29 10 4.7 +5.5
PFM Invesco Dividend Achievers ETF 3.0 53 -14 5.3 +6.2
SPHQ Invesco S&P 500 Quality ETF 3.0 15 24 5.6 +6.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.0 48 -9 6.2 +7.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.0 60 -21 4.2 +5.0
FTCE First Trust New Constructs Core Earnings Leaders ETF 3.0 60 -21 5.2 +6.1
FTCS First Trust Capital Strength ETF 3.0 55 -16 5.9 +6.7
RJMG FT Raymond James Multicap Growth Equity ETF 3.0 85 -46 3.0 +3.9
XPND First Trust Expanded Technology ETF 3.0 65 -26 3.6 +4.4
DSI iShares MSCI KLD 400 Social ETF 3.0 25 14 4.8 +5.7
EGUS iShares ESG Aware MSCI USA Growth ETF 3.0 18 21 3.8 +4.6
IWY iShares Russell Top 200 Growth ETF 3.0 20 19 4.2 +5.1
QUAL iShares MSCI USA Quality Factor ETF 3.0 15 24 5.2 +6.0
SUSL iShares ESG MSCI USA Leaders ETF 3.0 10 29 4.9 +5.7
TOPT iShares Top 20 U.S. Stocks ETF 3.0 20 19 3.9 +4.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.0 65 -26 3.7 +4.6
LEAD Siren DIVCON Leaders Dividend ETF 3.0 43 -4 4.4 +5.2
TMFC Motley Fool 100 Index ETF 3.0 50 -11 3.5 +4.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.0 50 -11 4.1 +4.9
VUSE Vident U.S. Equity Strategy ETF 3.0 50 -11 4.3 +5.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 3.0 15 24 4.9 +5.8
STXD Strive 1000 Dividend Growth ETF 3.0 35 4 5.0 +5.8
BEEZ Honeytree U.S. Equity ETF 3.0 64 -25 3.9 +4.8
ABIG Argent Large Cap ETF 3.0 49 -10 5.2 +6.1
SEMG Suncoast Select Growth ETF 3.0 60 -21 4.3 +5.2
AKRE Akre Focus ETF 3.0 106 -67 3.9 +4.7
MGK Vanguard Mega Cap Growth ETF 3.0 7 32 4.4 +5.2
VIG Vanguard Dividend Appreciation ETF 3.0 5 34 5.6 +6.4
CAML Congress Large Cap Growth ETF 3.0 66 -27 3.4 +4.2
SNPE Xtrackers S&P 500 ESG ETF 3.0 10 29 4.9 +5.8
XMAG Defiance Large Cap ex-Mag 7 ETF 2.9 35 4 5.1 +6.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.9 7 32 5.1 +5.9
SPMV Invesco S&P 500 Minimum Variance ETF 2.9 10 29 5.6 +6.4
ISHP First Trust Nasdaq Retail ETF 2.9 60 -21 5.7 +6.5
FDLO Fidelity Low Volatility Factor ETF 2.9 15 24 5.5 +6.3
XLG Invesco S&P 500 Top 50 ETF 2.8 20 19 4.1 +5.0
LCLG Logan Capital Broad Innovative Growth ETF 2.8 99 -60 3.7 +4.6
FYC First Trust Small Cap Growth AlphaDEX Fund 2.8 71 -32 -1.4 -0.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.8 20 19 5.0 +5.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.8 8 31 4.9 +5.7
LQPE PEO AlphaQuest Thematic PE ETF 2.8 125 -86 6.8 +7.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.8 18 21 5.7 +6.6
NACP Impact Shares NAACP Minority Empowerment ETF 2.8 49 -10 4.7 +5.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.7 15 24 4.7 +5.5
TRFM AAM Transformers ETF 2.7 49 -10 1.3 +2.1
CGGO Capital Group Global Growth Equity ETF 2.7 47 -8 4.4 +5.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.7 75 -36 4.0 +4.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.7 32 7 4.9 +5.7
SFYF SoFi Social 50 ETF 2.7 29 10 1.0 +1.8
RGEF Rockefeller Global Equity ETF 2.6 55 -16 4.5 +5.4
OEI Optimized Equity Income ETF 2.6 75 -36 3.9 +4.7
TOLL Tema Durable Quality ETF 2.6 75 -36 5.0 +5.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.6 30 9 4.4 +5.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.6 15 24 4.8 +5.7
GQI Natixis Gateway Quality Income ETF 2.6 34 5 5.1 +5.9
LGRO Level Four Large Cap Growth Active ETF 2.6 55 -16 4.1 +5.0
FFLC Fidelity Fundamental Large Cap Core ETF 2.5 38 1 4.5 +5.3
YALL God Bless America ETF 2.5 65 -26 4.6 +5.5
OEF iShares S&P 100 ETF 2.5 20 19 4.4 +5.2
ANEW ProShares MSCI Transformational Changes ETF 2.5 45 -6 5.3 +6.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.5 10 29 5.2 +6.0
SPHB Invesco S&P 500 High Beta ETF 2.5 25 14 4.6 +5.5
STXG Strive 1000 Growth ETF 2.5 18 21 3.8 +4.7
LST Leuthold Select Industries ETF 2.4 91 -52 5.6 +6.4
TOPC iShares S&P 500 3% Capped ETF 2.4 15 24 5.0 +5.9
DGRW WisdomTree US Quality Dividend Growth Fund 2.4 28 11 5.6 +6.4
RDVY First Trust Rising Dividend Achievers ETF 2.4 50 -11 6.2 +7.1
AGRW Allspring LT Large Growth ETF 2.4 35 4 3.7 +4.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 32 4.8 +5.7
KLMN Invesco MSCI North America Climate ETF 2.4 9 30 5.0 +5.8
DSPY Tema S&P 500 Historical Weight ETF 2.4 18 21 5.1 +5.9
GSPY Gotham Enhanced 500 ETF 2.4 50 -11 5.2 +6.0
QVML Invesco S&P 500 QVM Multi-factor ETF 2.4 11 28 5.1 +5.9
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 39 4.9 +5.7
VOTE TCW Transform 500 ETF 2.3 5 34 4.9 +5.7
RVRB Reverb ETF 2.3 30 9 4.5 +5.3
SPXV ProShares S&P 500 Ex-Health Care ETF 2.3 9 30 4.6 +5.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.3 2 37 4.9 +5.8
USMV iShares MSCI USA Min Vol Factor ETF 2.3 15 24 5.7 +6.6
CATH Global X S&P 500 Catholic Values Custom ETF 2.3 29 10 4.6 +5.4
AVUQ Avantis U.S. Quality ETF 2.3 15 24 4.4 +5.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.2 35 4 3.6 +4.5
SUSA iShares MSCI USA ESG Select ETF 2.2 25 14 4.6 +5.5
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 30 4.8 +5.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.2 11 28 4.9 +5.7
METV Roundhill Ball Metaverse ETF 2.2 59 -20 9.4 +10.2
XVV iShares ESG Screened S&P 500 ETF 2.2 8 31 4.8 +5.6
GPT Intelligent Alpha Atlas ETF 2.2 69 -30 5.8 +6.6
INCE Franklin Income Equity Focus ETF 2.2 29 10 5.8 +6.6
CGUS Capital Group Core Equity ETF 2.2 33 6 4.4 +5.2
SPXE ProShares S&P 500 Ex-Energy ETF 2.2 9 30 4.8 +5.6
MGC Vanguard Mega Cap ETF 2.2 7 32 4.6 +5.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.2 9 30 5.3 +6.1
FDWM Fidelity Women's Leadership ETF 2.1 59 -20 4.9 +5.8
QWLD SPDR MSCI World StrategicFactors ETF 2.1 30 9 5.7 +6.5
THRO iShares U.S. Thematic Rotation Active ETF 2.1 90 -51 3.8 +4.6
ESGU iShares ESG Aware MSCI USA ETF 2.1 15 24 4.8 +5.6
IWL iShares Russell Top 200 ETF 2.1 15 24 4.5 +5.3
FSGS First Trust SMID Growth Strength ETF 2.1 60 -21 5.2 +6.0
VOT Vanguard Mid-Cap Growth ETF 2.1 7 32 3.5 +4.4
SPXM Azoria 500 Meritocracy ETF 2.1 47 -8 4.6 +5.4
FELC Fidelity Enhanced Large Cap Core ETF 2.1 18 21 5.3 +6.1
CHRI Global X S&P 500 Christian Values ETF 2.1 29 10 4.6 +5.4
TTAC FCF US Quality ETF 2.1 59 -20 6.3 +7.1
SHRY First Trust Bloomberg Shareholder Yield ETF 2.1 60 -21 10.6 +11.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.1 20 19 4.6 +5.5
FBCG Fidelity Blue Chip Growth ETF 2.0 59 -20 2.9 +3.7
KOKU Xtrackers MSCI Kokusai Equity ETF 2.0 9 30 5.1 +5.9
PBUS Invesco MSCI USA ETF 2.0 4 35 4.9 +5.7
LRGF iShares U.S. Equity Factor ETF 2.0 8 31 5.4 +6.3
IWC iShares Micro-Cap ETF 2.0 60 -21 -1.3 -0.5
DAK Dakota Active Equity ETF 2.0 43 -4 4.5 +5.3
AVSU Avantis Responsible U.S. Equity ETF 2.0 15 24 5.8 +6.6
IVV iShares Core S&P 500 ETF 2.0 3 36 4.9 +5.7
TOV JLens 500 Jewish Advocacy U.S. ETF 2.0 18 21 4.6 +5.4
SPYM State Street SPDR Portfolio S&P 500 ETF 2.0 2 37 4.9 +5.7
SPY SPDR S&P 500 ETF 2.0 9 30 4.8 +5.6
VOO Vanguard S&P 500 ETF 2.0 3 36 4.9 +5.7
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 14 6.1 +7.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.0 65 -26 7.8 +8.6
RAUS RACWI US ETF 2.0 15 24 4.9 +5.7
ILCB iShares Morningstar U.S. Equity ETF 2.0 3 36 4.8 +5.6
STRV Strive 500 ETF 2.0 5 34 4.8 +5.6
GXLC Global X U.S. 500 ETF 2.0 2 37 4.8 +5.6
ROE Astoria US Quality Kings ETF 2.0 49 -10 6.9 +7.7
VV Vanguard Large-Cap ETF 1.9 4 35 4.8 +5.6
EPS WisdomTree U.S. LargeCap Fund 1.9 8 31 5.7 +6.5
ALTL Pacer Lunt Large Cap Alternator ETF 1.9 60 -21 4.9 +5.7
CHGX AXS Change Finance ESG ETF 1.9 49 -10 5.2 +6.1
SPLV Invesco S&P 500 Low Volatility ETF 1.9 25 14 5.6 +6.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.9 25 14 5.6 +6.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 25 4.8 +5.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.9 3 36 5.0 +5.9
SCHX Schwab U.S. Large-Cap ETF 1.9 3 36 4.9 +5.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.9 25 14 6.0 +6.8
DFUS Dimensional U.S. Equity ETF 1.9 9 30 4.8 +5.6
JHML John Hancock Multifactor Large Cap ETF 1.9 29 10 5.3 +6.1
VONE Vanguard Russell 1000 ETF 1.9 7 32 4.9 +5.7
IYY iShares Dow Jones U.S. ETF 1.9 20 19 4.7 +5.6
IWB iShares Russell 1000 ETF 1.9 15 24 4.8 +5.6
SCHK Schwab 1000 Index ETF 1.9 5 34 4.9 +5.8
PSET Principal Quality ETF 1.8 15 24 5.5 +6.3
VTHR Vanguard Russell 3000 ETF 1.8 7 32 4.8 +5.6
DFSU Dimensional US Sustainability Core 1 ETF 1.8 18 21 5.2 +6.1
IWV iShares Russell 3000 ETF 1.8 20 19 4.7 +5.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.8 3 36 4.8 +5.6
AFLG First Trust Active Factor Large Cap ETF 1.8 55 -16 6.3 +7.1
VTI Vanguard Total Stock Market ETF 1.8 3 36 4.8 +5.7
INRO iShares U.S. Industry Rotation Active ETF 1.8 42 -3 4.6 +5.5
AVUS Avantis U.S. Equity ETF 1.8 15 24 5.7 +6.5
SFY SoFi Select 500 ETF 1.8 0 39 4.4 +5.3
SCHB Schwab U.S. Broad Market ETF 1.8 3 36 4.9 +5.7
JOET Virtus Terranova US Quality Momentum ETF 1.8 29 10 4.9 +5.7
DFVX Dimensional US Large Cap Vector ETF 1.8 22 17 6.2 +7.1
TOK iShares MSCI Kokusai ETF 1.8 26 13 4.9 +5.7
DCOR Dimensional US Core Equity 1 ETF 1.8 14 25 5.3 +6.2
SGLC SGI U.S. Large Cap Core ETF 1.8 85 -46 4.0 +4.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.8 30 9 4.7 +5.5
REAI Intelligent Real Estate ETF 1.7 59 -20 19.9 +20.8
DLN WisdomTree U.S. LargeCap Dividend Fund 1.7 28 11 6.0 +6.8
DFAU Dimensional US Core Equity Market ETF 1.7 12 27 5.0 +5.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.7 12 27 3.9 +4.8
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -40 3.9 +4.8
SFTY Horizon Managed Risk ETF 1.7 77 -38 4.1 +5.0
STOX Horizon Core Equity ETF 1.7 70 -31 4.2 +5.0
RAFE PIMCO RAFI ESG U.S. ETF 1.7 29 10 6.8 +7.6
IWN iShares Russell 2000 Value ETF 1.7 24 15 6.3 +7.2
ACVF American Conservative Values ETF 1.7 75 -36 4.3 +5.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.7 25 14 5.3 +6.2
URTH iShares MSCI World ETF 1.7 24 15 4.9 +5.8
VTWV Vanguard Russell 2000 Value ETF 1.7 10 29 6.4 +7.2
GQQQ Astoria US Quality Growth Kings ETF 1.7 35 4 4.6 +5.4
QGRO American Century U.S. Quality Growth ETF 1.7 29 10 3.8 +4.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.7 20 19 5.4 +6.2
KLMT Invesco MSCI Global Climate 500 ETF 1.7 10 29 5.5 +6.4
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 22 5.4 +6.3
SRHQ SRH U.S. Quality ETF 1.6 35 4 7.3 +8.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.6 12 27 4.9 +5.7
FUNL CornerCap Fundametrics Large-Cap ETF 1.6 50 -11 7.2 +8.0
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.6 86 -47 0.5 +1.4
FSST Fidelity Sustainable U.S. Equity ETF 1.6 59 -20 4.3 +5.2
USXF iShares ESG Advanced MSCI USA ETF 1.6 10 29 4.7 +5.5
DXUV Dimensional US Vector Equity ETF 1.6 28 11 6.0 +6.8
APUE ActivePassive U.S. Equity ETF 1.6 45 -6 4.6 +5.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.6 64 -25 1.2 +2.0
DTD WisdomTree U.S. Total Dividend Fund 1.5 28 11 6.3 +7.1
LOUP Innovator Deepwater Frontier Tech ETF 1.5 70 -31 1.0 +1.9
MVPA Miller Value Partners Appreciation ETF 1.5 60 -21 8.9 +9.8
SPIT F/m Emerald Special Situations ETF 1.5 105 -66 -0.9 -0.1
FLQL Franklin LibertyQ U.S. Equity ETF 1.5 15 24 5.3 +6.2
GGRW Gabelli Growth Innovators ETF 1.5 90 -51 2.5 +3.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.5 55 -16 4.8 +5.6
JGLO JPMorgan Global Select Equity ETF 1.5 33 6 5.0 +5.8
JPEF JPMorgan Equity Focus ETF 1.5 50 -11 4.4 +5.3
PDP Invesco Dorsey Wright Momentum ETF 1.5 62 -23 2.0 +2.8
PFI Invesco Dorsey Wright Financial Momentum ETF 1.5 60 -21 4.9 +5.7
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.5 39 0 4.0 +4.8
RFFC ALPS Active Equity Opportunity ETF 1.5 48 -9 4.4 +5.3
EMOT First Trust S&P 500 Economic Moat ETF 1.5 60 -21 8.6 +9.5
BELT iShares Long-Term U.S. Equity Active ETF 1.5 75 -36 3.0 +3.8
TMFG Motley Fool Global Opportunities ETF 1.5 85 -46 4.0 +4.9
JGRW Jensen Quality Growth ETF 1.5 57 -18 4.7 +5.5
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.5 49 -10 4.2 +5.0
ABFL Abacus FCF Leaders ETF 1.5 59 -20 4.9 +5.8
YOKE Yoke Core ETF 1.5 42 -3 4.9 +5.8
RW Rainwater Equity ETF 1.5 125 -86 3.5 +4.4
BBCA JPMorgan BetaBuilders Canada ETF 1.5 19 20 5.9 +6.8
FLCA Franklin FTSE Canada ETF 1.5 9 30 6.1 +6.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.5 75 -36 3.0 +3.8
WCLD WisdomTree Cloud Computing Fund 1.5 45 -6 1.7 +2.5
CGXU Capital Group International Focus Equity ETF 1.5 54 -15 5.5 +6.3
FDTX Fidelity Disruptive Technology ETF 1.5 50 -11 2.6 +3.5
IDMO Invesco S&P International Developed Momentum ETF 1.5 25 14 5.6 +6.5
FDNI First Trust Dow Jones International Internet ETF 1.5 65 -26 23.5 +24.3
EWC iShares MSCI Canada ETF 1.5 50 -11 5.6 +6.5
AVLV Avantis U.S. Large Cap Value ETF 1.5 15 24 7.7 +8.5
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.5 61 -22 6.8 +7.6
ACWI iShares MSCI ACWI ETF 1.5 32 7 5.3 +6.2
RUNN Running Oak Efficient Growth ETF 1.5 58 -19 5.2 +6.0
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -36 5.0 +5.8
SURE AdvisorShares Insiders Advantage ETF 1.5 90 -51 9.6 +10.4
FDVV Fidelity High Dividend ETF 1.5 15 24 7.6 +8.4
FFND Future Fund Active ETF 1.5 100 -61 3.8 +4.6
FVAL Fidelity Value Factor ETF 1.5 15 24 6.7 +7.5
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -20 4.2 +5.1
QLV FlexShares US Quality Low Volatility Index Fund 1.5 22 17 5.8 +6.6
RECS Columbia Research Enhanced Core ETF 1.5 15 24 5.8 +6.6
YLDE ClearBridge Dividend Strategy ESG ETF 1.5 60 -21 5.7 +6.6
DVND Touchstone Dividend Select ETF 1.5 67 -28 5.5 +6.4
LCF Touchstone US Large Cap Focused ETF 1.5 69 -30 4.2 +5.0
QLTY GMO U.S. Quality ETF 1.5 50 -11 4.6 +5.4
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -9 4.5 +5.3
USSE Segall Bryant & Hamill Select Equity ETF 1.5 65 -26 4.1 +4.9
SPMO Invesco S&P 500 Momentum ETF 1.5 13 26 3.9 +4.8
EDOW First Trust Dow 30 Equal Weight ETF 1.5 50 -11 5.4 +6.2
BGRO iShares Large Cap Growth Active ETF 1.5 55 -16 2.6 +3.5
BLCR iShares Large Cap Core Active ETF 1.5 36 3 3.6 +4.5
MTUM iShares MSCI USA Momentum Factor ETF 1.5 15 24 3.1 +3.9
DIA SPDR Dow Jones Industrial Average ETF 1.5 16 23 5.4 +6.2
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.5 20 19 5.3 +6.1
BDIV AAM Brentview Dividend Growth ETF 1.5 49 -10 4.3 +5.1
KAT Scharf ETF 1.5 87 -48 5.2 +6.1
DUNK Dana Unconstrained Equity ETF 1.5 75 -36 2.4 +3.2
GKAT Scharf Global Opportunity ETF 1.5 57 -18 6.2 +7.0
DGRO iShares Core Dividend Growth ETF 1.5 8 31 6.5 +7.4
HAPY Harbor Human Capital Factor Unconstrained ETF 1.5 50 -11 5.9 +6.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.4 9 30 3.9 +4.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.4 70 -31 2.1 +3.0
KCE State Street SPDR S&P Capital Markets ETF 1.4 35 4 6.1 +7.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 30 5.5 +6.3
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 21 5.3 +6.2
CVAR Cultivar ETF 1.4 87 -48 7.5 +8.3
VT Vanguard Total World Stock ETF 1.4 6 33 5.7 +6.5
GURU Global X Guru Index ETF 1.3 75 -36 2.7 +3.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.3 52 -13 6.1 +7.0
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.3 15 24 5.4 +6.2
IOO iShares Global 100 ETF 1.3 41 -2 4.6 +5.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.3 35 4 5.3 +6.1
JIG JPMorgan International Growth ETF 1.3 55 -16 4.8 +5.6
MOTI VanEck Morningstar International Moat ETF 1.3 58 -19 10.9 +11.7
GOP Unusual Whales Subversive Republican Trading ETF 1.2 50 -11 5.4 +6.2
FCPI Fidelity Stocks for Inflation ETF 1.2 15 24 8.0 +8.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.2 70 -31 5.1 +5.9
IWM iShares Russell 2000 ETF 1.2 19 20 3.5 +4.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.2 7 32 7.6 +8.5
RSSL Global X Russell 2000 ETF 1.2 8 31 3.5 +4.3
IMCG iShares Morningstar Mid-Cap Growth ETF 1.2 6 33 4.2 +5.1
CRTC Xtrackers US National Critical Technologies ETF 1.2 35 4 4.8 +5.6
FYX First Trust Small Cap Core AlphaDEX Fund 1.2 61 -22 5.7 +6.5
VTWO Vanguard Russell 2000 ETF 1.2 7 32 3.6 +4.5
CFA VictoryShares US 500 Volatility Wtd ETF 1.2 35 4 6.1 +6.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.2 40 -1 6.0 +6.8
GLOF iShares Global Equity Factor ETF 1.2 20 19 6.6 +7.5
RPG Invesco S&P 500 Pure Growth ETF 1.2 35 4 3.4 +4.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.2 10 29 5.5 +6.3
STXI Strive International Developed Markets ETF 1.2 29 10 6.2 +7.1
PRAY FIS Christian Stock Fund 1.1 69 -30 5.1 +6.0
IMTM iShares MSCI Intl Momentum Factor ETF 1.1 30 9 5.2 +6.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.1 59 -20 2.0 +2.9
LVDS JPMorgan Fundamental Data Science Large Value ETF 1.1 49 -10 6.5 +7.4
IUS Invesco RAFI Strategic US ETF 1.1 19 20 6.8 +7.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 -36 7.6 +8.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 19 6.3 +7.1
STXK Strive Small-Cap ETF 1.1 18 21 6.0 +6.8
IWP iShares Russell Mid-Cap Growth ETF 1.1 23 16 3.3 +4.2
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 33 2.9 +3.7
FLN First Trust Latin America AlphaDEX Fund 1.1 80 -41 11.6 +12.5
QQQ Invesco QQQ Trust Series I 1.1 20 19 4.2 +5.0
QQQM Invesco NASDAQ 100 ETF 1.1 15 24 4.2 +5.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.1 9 30 6.2 +7.0
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.1 49 -10 3.7 +4.5
KRMA Global X Conscious Companies ETF 1.0 43 -4 5.9 +6.8
ITEQ BlueStar Israel Technology ETF 1.0 75 -36 1.6 +2.4
IXN iShares Global Tech ETF 1.0 41 -2 3.5 +4.4
IEDI iShares U.S. Consumer Focused ETF 1.0 18 21 5.8 +6.6
BKSE BNY Mellon US Small Cap Core Equity ETF 1.0 4 35 5.7 +6.6
JAVA JPMorgan Active Value ETF 1.0 44 -5 6.3 +7.1
EUSA iShares MSCI USA Equal Weighted ETF 1.0 9 30 6.3 +7.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.0 60 -21 -0.9 -0.1
FXO First Trust Financials AlphaDEX Fund 1.0 62 -23 8.0 +8.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.0 56 -17 6.7 +7.5
VO Vanguard Mid-Cap ETF 1.0 4 35 6.0 +6.8
GEW Cambria Global EW ETF 1.0 29 10 5.9 +6.7
VFMO Vanguard U.S. Momentum Factor ETF 1.0 13 26 2.9 +3.8
TIME Clockwise Core Equity & Innovation ETF 1.0 95 -56 4.0 +4.8
GVLU Gotham 1000 Value ETF 1.0 50 -11 9.5 +10.3
RNSC Furst Trust Small Cap US Equity Select ETF 1.0 60 -21 5.1 +6.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.9 15 24 7.6 +8.4
BFOR ALPS Barron's 400 ETF 0.9 65 -26 5.8 +6.7
SIZE iShares MSCI USA Size Factor ETF 0.9 15 24 6.2 +7.1
RCGE RockCreek Global Equality ETF 0.9 95 -56 6.6 +7.4
FBCV Fidelity Blue Chip Value ETF 0.9 59 -20 7.3 +8.2
JHSC John Hancock Multifactor Small Cap ETF 0.9 42 -3 6.6 +7.5
ROUS Hartford Multifactor US Equity ETF 0.9 19 20 6.9 +7.8
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.9 12 27 5.7 +6.5
RNMC First Trust Mid Cap US Equity Select ETF 0.9 60 -21 7.0 +7.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.9 15 24 6.5 +7.4
IGV iShares Expanded Tech-Software Sector ETF 0.9 41 -2 3.3 +4.1
BKIE BNY Mellon International Equity ETF 0.9 4 35 6.5 +7.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.9 24 15 7.4 +8.2
IYF iShares U.S. Financials ETF 0.9 40 -1 5.8 +6.6
WCEO Hypatia Women CEO ETF 0.9 85 -46 3.2 +4.0
QDF FlexShares Quality Dividend Index Fund 0.9 37 2 6.3 +7.1
OPTZ Optimize Strategy Index ETF 0.9 50 -11 4.8 +5.6
FTA First Trust Large Cap Value AlphaDEX Fund 0.9 59 -20 8.8 +9.6
IWR iShares Russell Midcap ETF 0.9 19 20 6.2 +7.0
QDEF FlexShares Quality Dividend Defensive Index Fund 0.9 37 2 6.2 +7.1
SCHF Schwab International Equity ETF 0.8 6 33 6.8 +7.7
RSP Invesco S&P 500 Equal Weight ETF 0.8 20 19 6.7 +7.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.8 29 10 6.9 +7.7
DSTX Distillate International Fundamental Stability & Value ETF 0.8 55 -16 7.4 +8.2
VSDA VictoryShares Dividend Accelerator ETF 0.8 35 4 7.4 +8.2
IMCB iShares Morningstar Mid-Cap ETF 0.8 4 35 6.3 +7.1
IDEV iShares Core MSCI International Developed Markets ETF 0.8 4 35 6.6 +7.5
AIQ Global X Artificial Intelligence & Technology ETF 0.8 68 -29 3.6 +4.4
PTL Inspire 500 ETF 0.8 9 30 5.4 +6.2
QQMG Invesco ESG NASDAQ 100 ETF 0.8 20 19 4.2 +5.1
FEX First Trust Large Cap Core AlphaDEX Fund 0.8 59 -20 5.8 +6.6
FDMO Fidelity Momentum Factor ETF 0.8 15 24 3.6 +4.4
QUVU Hartford Quality Value ETF 0.8 46 -7 7.4 +8.2
IWS iShares Russell Mid-Cap Value ETF 0.8 23 16 7.1 +8.0
AVUV Avantis U.S. Small Cap Value ETF 0.8 25 14 9.6 +10.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.8 60 -21 4.7 +5.5
IWO iShares Russell 2000 Growth ETF 0.8 24 15 0.8 +1.6
VTWG Vanguard Russell 2000 Growth ETF 0.8 10 29 0.9 +1.8
EWI iShares MSCI Italy ETF 0.8 50 -11 10.5 +11.4
ETHO Etho Climate Leadership U.S. ETF 0.8 47 -8 5.2 +6.1
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.8 60 -21 11.3 +12.2
NUSC Nuveen ESG Small-Cap ETF 0.8 31 8 5.2 +6.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.8 3 36 6.6 +7.4
FNDX Schwab Fundamental US Large Co. Index ETF 0.7 25 14 7.2 +8.0
AVSC Avantis U.S Small Cap Equity ETF 0.7 25 14 5.1 +5.9
VEA Vanguard FTSE Developed Markets ETF 0.7 3 36 6.7 +7.6
VSGX Vanguard ESG International Stock ETF 0.7 10 29 7.4 +8.3
XT iShares Exponential Technologies ETF 0.7 46 -7 4.8 +5.7
FEUZ First Trust Eurozone AlphaDEX ETF 0.7 80 -41 7.3 +8.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.7 20 19 6.0 +6.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.7 25 14 7.2 +8.0
ISCB iShares Morningstar Small-Cap ETF 0.7 4 35 5.7 +6.5
IBUY Amplify Online Retail ETF 0.7 65 -26 1.7 +2.5
IJR iShares Core S&P Small Cap ETF 0.7 6 33 7.5 +8.4
DSMC Distillate Small/Mid Cash Flow ETF 0.7 55 -16 12.8 +13.7
PRF Invesco FTSE RAFI US 1000 ETF 0.7 39 0 6.7 +7.5
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.7 52 -13 6.4 +7.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 22 5.9 +6.8
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.7 12 27 6.1 +6.9
DFAS Dimensional U.S. Small Cap ETF 0.7 26 13 6.6 +7.4
DSTL Distillate US Fundamental Stability & Value ETF 0.7 39 0 8.5 +9.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.7 29 10 6.4 +7.2
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 4 7.4 +8.2
QINT American Century Quality Diversified International ETF 0.7 39 0 6.7 +7.5
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.7 3 36 7.5 +8.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.7 41 -2 7.2 +8.0
KNO AXS Knowledge Leaders ETF 0.7 78 -39 5.6 +6.5
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 7 32 7.5 +8.4
DGT State Street SPDR Global Dow ETF 0.6 50 -11 6.6 +7.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.6 34 5 7.2 +8.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.6 60 -21 9.9 +10.8
NIXT Research Affiliates Deletions ETF 0.6 9 30 8.0 +8.9
XOEF iShares S&P 500 ex S&P 100 ETF 0.6 20 19 5.6 +6.4
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -21 6.8 +7.7
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.6 18 21 7.2 +8.0
AUSF Global X Adaptive U.S. Factor ETF 0.6 27 12 8.8 +9.6
EBI Longview Advantage ETF 0.6 35 4 6.6 +7.5
CWI SPDR MSCI ACWI ex-US ETF 0.6 30 9 7.2 +8.0
VBK Vanguard Small-Cap Growth ETF 0.6 7 32 1.7 +2.6
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.6 86 -47 14.7 +15.6
ALRG Allspring LT Large Core ETF 0.6 28 11 4.4 +5.3
VEU Vanguard FTSE All-World ex-US Index Fund 0.6 4 35 7.6 +8.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.6 20 19 5.4 +6.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.6 95 -56 -0.4 +0.5
TMFX Motley Fool Next Index ETF 0.6 50 -11 3.0 +3.9
IXUS iShares Core MSCI Total International Stock ETF 0.6 7 32 7.5 +8.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.6 55 -16 10.3 +11.1
USCF Themes US Cash Flow Champions ETF 0.6 29 10 8.6 +9.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.6 35 4 5.7 +6.5
FESM Fidelity Enhanced Small Cap ETF 0.6 28 11 3.2 +4.0
VXUS Vanguard Total International Stock ETF 0.5 5 34 7.6 +8.4
JHMM John Hancock Multifactor Mid Cap ETF 0.5 42 -3 6.2 +7.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.5 52 -13 5.7 +6.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.5 25 14 4.9 +5.7
VXF Vanguard Extended Market ETF 0.5 5 34 4.4 +5.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.5 58 -19 5.7 +6.6
XMMO Invesco S&P MidCap Momentum ETF 0.5 34 5 4.2 +5.1
EZM WisdomTree U.S. MidCap Fund 0.5 38 1 8.6 +9.5
IJK iShares S&P Mid-Cap 400 Growth ETF 0.5 17 22 5.7 +6.5
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.5 12 27 7.3 +8.1
SCHA Schwab U.S. Small-Cap ETF 0.5 4 35 5.5 +6.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 0 4.9 +5.8
BLES Inspire Global Hope ETF 0.5 61 -22 6.7 +7.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.5 39 0 7.4 +8.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.5 10 29 5.9 +6.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.5 15 24 5.7 +6.6
SQLV Royce Quant Small-Cap Quality Value ETF 0.5 60 -21 9.4 +10.2
VFMV Vanguard U.S. Minimum Volatility ETF 0.5 13 26 6.0 +6.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.5 20 19 6.8 +7.6
RWL Invesco S&P 500 Revenue ETF 0.5 39 0 6.8 +7.6
PSCF Invesco S&P SmallCap Financials ETF 0.5 29 10 9.3 +10.2
XJR iShares ESG Screened S&P Small-Cap ETF 0.5 12 27 7.4 +8.3
SPVU Invesco S&P 500 Enhanced Value ETF 0.5 13 26 9.9 +10.7
VALQ American Century U.S. Quality Value ETF 0.5 29 10 7.9 +8.7
VGT Vanguard Information Technology ETF 0.5 9 30 4.0 +4.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.5 35 4 7.5 +8.4
TPSC Timothy Plan US Small Cap Core ETF 0.5 52 -13 7.0 +7.8
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.5 40 -1 4.7 +5.5
AVMC Avantis U.S. Mid Cap Equity ETF 0.5 18 21 6.8 +7.6
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 16 6.0 +6.8
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 33 8.1 +9.0
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 -28 9.9 +10.7
NANC Unusual Whales Subversive Democratic Trading ETF 0.4 75 -36 3.5 +4.3
SFYX SoFi Next 500 ETF 0.4 0 39 5.8 +6.6
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -21 3.8 +4.6
ISRA VanEck Israel ETF 0.4 59 -20 6.9 +7.8
FEP First Trust Europe AlphaDEX Fund 0.4 80 -41 7.6 +8.5
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.4 80 -41 8.3 +9.1
LGCF Themes US Cash Flow Champions ETF 0.4 30 9 8.2 +9.0
XSHQ Invesco S&P SmallCap Quality ETF 0.4 29 10 7.8 +8.6
WWJD Inspire International ETF 0.4 80 -41 7.0 +7.8
RPV Invesco S&P 500 Pure Value ETF 0.4 35 4 10.1 +11.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 19 8.2 +9.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.4 65 -26 2.1 +2.9
FTEC Fidelity MSCI Information Technology Index ETF 0.4 8 31 4.0 +4.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.4 4 35 5.8 +6.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 0 5.7 +6.6
VOE Vanguard Mid-Cap Value ETF 0.4 7 32 7.7 +8.6
FELV Fidelity Enhanced Large Cap Value ETF 0.4 18 21 6.7 +7.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 18 3.8 +4.6
XJH iShares ESG Screened S&P Mid-Cap ETF 0.4 12 27 7.1 +7.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 24 7.9 +8.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.4 15 24 6.0 +6.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 14 6.7 +7.6
VB Vanguard Small-Cap ETF 0.3 5 34 6.0 +6.9
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 33 8.4 +9.2
DEUS Xtrackers Russell US Multifactor ETF 0.3 17 22 6.9 +7.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 32 5.7 +6.6
EWZ iShares MSCI Brazil ETF 0.3 58 -19 13.5 +14.3
MDY SPDR S&P Midcap 400 ETF Trust 0.3 24 15 7.0 +7.8
IJH iShares Core S&P Mid-Cap ETF 0.3 5 34 7.2 +8.0
HKND Humankind US Stock ETF 0.3 11 28 7.1 +7.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.3 19 20 5.4 +6.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.3 7 32 7.2 +8.0
YNOT Horizon Digital Frontier ETF 0.3 75 -36 3.2 +4.0
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.3 3 36 7.2 +8.0
IPKW Invesco International BuyBack Achievers ETF 0.3 55 -16 8.6 +9.4
VFMF Vanguard U.S. Multifactor ETF 0.3 18 21 7.6 +8.5
DFAI Dimensional International Core Equity Market ETF 0.3 18 21 6.6 +7.5
EQAL Invesco Russell 1000 Equal Weight ETF 0.3 20 19 7.1 +7.9
DFIS Dimensional International Small Cap ETF 0.3 39 0 6.8 +7.7
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 0 4.5 +5.3
PSC Principal U.S. Small-Cap ETF 0.3 38 1 6.8 +7.6
PRXV Praxis Impact Large Cap Value ETF 0.3 36 3 6.6 +7.4
USMF WisdomTree U.S. Multifactor Fund 0.3 28 11 7.4 +8.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 0 3.0 +3.8
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.3 20 19 10.2 +11.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.3 35 4 7.3 +8.1
VONV Vanguard Russell 1000 Value ETF 0.3 7 32 6.5 +7.3
IWD iShares Russell 1000 Value ETF 0.3 19 20 6.3 +7.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 14 7.6 +8.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.3 35 4 6.0 +6.9
VLUE iShares MSCI USA Value Factor ETF 0.2 15 24 9.1 +9.9
EWQ iShares MSCI France ETF 0.2 53 -14 6.7 +7.6
EUFN iShares MSCI Europe Financials ETF 0.2 51 -12 7.3 +8.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 0 9.4 +10.3
AVSD Avantis Responsible International Equity ETF 0.2 23 16 5.0 +5.9
PKW Invesco Buyback Achievers ETF 0.2 62 -23 7.9 +8.8
WRND IQ Global Equity R&D Leaders ETF 0.2 18 21 7.5 +8.4
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 9 8.1 +8.9
AVDE Avantis International Equity ETF 0.2 23 16 6.9 +7.8
ISMD Inspire Small/Mid Cap ETF 0.2 54 -15 5.2 +6.1
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.2 58 -19 6.5 +7.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 0 9.7 +10.5
SCJ iShares MSCI Japan Small-Cap ETF 0.2 50 -11 6.5 +7.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.2 25 14 7.7 +8.6
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 24 5.9 +6.8
IVE iShares S&P 500 Value ETF 0.2 18 21 6.1 +6.9
VOOV Vanguard S&P 500 Value ETF 0.2 7 32 6.2 +7.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 24 7.2 +8.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.2 4 35 6.2 +7.1
IUSV iShares Core S&P US Value ETF 0.2 4 35 6.4 +7.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.2 65 -26 6.4 +7.2
SSPY Syntax Stratified LargeCap ETF 0.2 30 9 6.7 +7.5
DIM WisdomTree International MidCap Dividend Fund 0.2 58 -19 7.0 +7.8
FDN First Trust Dow Jones Internet Index Fund 0.2 52 -13 3.0 +3.9
VTV Vanguard Value ETF 0.2 4 35 6.8 +7.6
FDND FT Vest Dow Jones Internet & Target Income ETF 0.2 75 -36 2.8 +3.7
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 16 8.0 +8.9
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.2 12 27 8.0 +8.8
IGM iShares Expanded Tech Sector ETF 0.2 41 -2 3.6 +4.5
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 27 6.5 +7.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.2 45 -6 6.8 +7.6
SNPV Xtrackers S&P 500 Value ESG ETF 0.2 15 24 6.7 +7.6
STXV Strive 1000 Value ETF 0.2 18 21 8.1 +8.9
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 35 6.7 +7.5
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 27 7.7 +8.6
AVSE Avantis Responsible Emerging Markets Equity ETF 0.2 33 6 7.9 +8.7
DISV Dimensional International Small Cap Value ETF 0.1 42 -3 8.6 +9.5
EES WisdomTree U.S. SmallCap Fund 0.1 38 1 8.5 +9.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.1 30 9 6.8 +7.6
SMMD iShares Russell 2500 ETF 0.1 15 24 6.7 +7.5
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 21 3.6 +4.4
VBR Vanguard Small Cap Value ETF 0.1 7 32 8.9 +9.8
STXM Strive Mid-Cap ETF 0.1 18 21 6.3 +7.2
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 35 6.9 +7.7
GWX SPDR S&P International Small Cap ETF 0.1 40 -1 6.4 +7.3
DIVB iShares Core Dividend ETF 0.1 5 34 8.2 +9.0
EZU iShares MSCI Eurozone ETF 0.1 52 -13 6.4 +7.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.1 18 21 8.6 +9.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.1 15 24 8.6 +9.5
AIEQ AI Powered Equity ETF 0.1 75 -36 4.7 +5.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.1 10 29 8.8 +9.6
AVEM Avantis Emerging Markets Equity ETF 0.1 33 6 8.1 +9.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 24 7.4 +8.3
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.1 32 7 5.8 +6.7
IQDG WisdomTree International Quality Dividend Growth Fund 0.1 42 -3 6.8 +7.6
FLEE Franklin FTSE Europe ETF 0.1 9 30 6.8 +7.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 -6 8.2 +9.0
ILCV iShares Morningstar Value ETF 0.1 4 35 6.3 +7.1
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 -1 6.8 +7.6
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 21 6.4 +7.2
DFUV Dimensional US Marketwide Value ETF 0.1 22 17 7.2 +8.1
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 27 5.5 +6.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 -7 6.5 +7.3
VFVA Vanguard U.S. Value Factor ETF 0.1 13 26 10.4 +11.3
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.1 58 -19 6.7 +7.5
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 19 6.5 +7.4
FSMD Fidelity Small-Mid Multifactor ETF 0.1 15 24 6.9 +7.7
EFV iShares MSCI EAFE Value ETF 0.1 34 5 8.4 +9.2
DFIC Dimensional International Core Equity 2 ETF 0.1 23 16 6.9 +7.8
BKF iShares MSCI BIC ETF 0.1 69 -30 13.3 +14.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -10 6.7 +7.5
AVES Avantis Emerging Markets Value ETF 0.1 36 3 10.6 +11.4
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 6 7.9 +8.7
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.1 42 -3 6.5 +7.4
DFSV Dimensional US Small Cap Value ETF 0.1 31 8 10.3 +11.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -26 7.9 +8.7
HDUS Hartford Disciplined US Equity ETF 0.1 19 20 5.8 +6.6
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 3 6.4 +7.2
VGK Vanguard FTSE Europe ETF 0.1 6 33 7.1 +7.9
SPEU SPDR Portfolio Europe ETF 0.1 7 32 7.0 +7.8
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 29 6.2 +7.1
IEUR iShares Core MSCI Europe ETF 0.1 11 28 7.0 +7.8
XCNY SPDR S&P Emerging Markets ex-China ETF 0.1 15 24 7.2 +8.0
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 15 6.0 +6.8
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 28 9.1 +10.0
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 3 9.2 +10.1
FLJP Franklin FTSE Japan ETF 0.1 9 30 6.0 +6.8
DIVI Franklin International Core Dividend Tilt Index ETF 0.1 9 30 7.5 +8.3
IEFA iShares Core MSCI EAFE ETF 0.0 7 32 6.7 +7.5
EMXC iShares MSCI Emerging Markets ex China ETF 0.0 25 14 6.9 +7.7
JPXN iShares JPX-Nikkei 400 ETF 0.0 48 -9 6.2 +7.1
INTF iShares International Equity Factor ETF 0.0 15 24 7.2 +8.0
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.0 20 19 6.0 +6.8
BCDF Horizon Kinetics Blockchain Development ETF 0.0 85 -46 4.3 +5.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 9 7.3 +8.2
IEV iShares Europe ETF 0.0 67 -28 6.4 +7.3
FLJH Franklin FTSE Japan Hedged ETF 0.0 9 30 6.0 +6.8
IDHQ Invesco S&P International Developed High Quality ETF 0.0 29 10 6.3 +7.1
EFA iShares MSCI EAFE ETF 0.0 35 4 6.3 +7.2
DIHP Dimensional International High Profitability ETF 0.0 29 10 6.5 +7.3
IEUS iShares MSCI Europe Small-Cap ETF 0.0 42 -3 7.2 +8.0
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 32 10.5 +11.4
DFLV Dimensional US Large Cap Value ETF 0.0 22 17 7.4 +8.2
EEM iShares MSCI Emerging Markets ETF 0.0 69 -30 9.5 +10.3
DFAT Dimensional U.S. Targeted Value ETF 0.0 28 11 9.9 +10.7
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 9 9.5 +10.3
IPAC iShares Core MSCI Pacific ETF 0.0 9 30 6.1 +6.9
VYMI Vanguard International High Dividend Yield ETF 0.0 17 22 8.8 +9.7
BBEU JPMorgan BetaBuilders Europe ETF 0.0 9 30 6.8 +7.6
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.0 14 25 5.9 +6.7
IQSI IQ Candriam International Equity ETF 0.0 15 24 6.1 +7.0
GSID Goldman Sachs MarketBeta International Equity ETF 0.0 20 19 6.3 +7.2
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 -3 5.2 +6.0
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 30 9.9 +10.7
DXIV Dimensional International Vector Equity ETF 0.0 34 5 7.3 +8.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 14 8.9 +9.8
VPL Vanguard FTSE Pacific ETF 0.0 7 32 6.3 +7.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 15 7.0 +7.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 9 6.5 +7.4
SCHC Schwab International Small-Cap Equity ETF 0.0 11 28 7.4 +8.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 8 31 7.1 +7.9
JHMD John Hancock Multifactor Developed International ETF 0.0 39 0 6.9 +7.8
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 -1 6.9 +7.7
DWM WisdomTree International Equity Fund 0.0 48 -9 6.8 +7.7
VFQY Vanguard U.S. Quality Factor ETF 0.0 13 26 6.1 +6.9
GXC SPDR S & P China ETF 0.0 59 -20 16.3 +17.1
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 -10 9.5 +10.3
AVIV Avantis International Large Cap Value ETF 0.0 25 14 8.1 +9.0

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Fidelity Crypto Industry and Digital Payments ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity -2.0 %
Divided by: Fwd. P/BV 4.5 x
Less: Expense ratio 39 bp
Equals: ALTAR Score -0.8 %
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.