Fidelity Crypto Industry and Digital Payments ETF
ALTAR
Score™
-0.8% info Recommen-
dation
AVOID
2023E    2024E
P/E
ratio
47.0x P/Sales
ratio
2.1x
P/BV
ratio
1.9x Div.
yield
0.2%


  • 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) $5
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 No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 30
Wgt avg mkt cap (mns) $31,780
Large cap (>$10bn) 33.4%
Mid cap ($2-10bn) 25.8%
Small cap (<$2bn) 40.9%
Developed mkts 98.8%
Emerging mkts 1.2%

TOP TEN HOLDINGS
BLOCK INC. 15.8 %
COINBASE GLOBAL, INC. CLASS A 10.1 %
MARATHON DIGITAL HOLDINGS INC 6.8 %
RIOT BLOCKCHAIN INC 5.3 %
HUT 8 MINING CORP. 4.2 %
BITFARMS LTD. 4.0 %
HIVE BLOCKCHAIN TECHNOLOGIES LTD 3.2 %
BIT DIGITAL, INC. 2.7 %
CLEANSPARK, INC. 2.7 %
MASTERCARD INC-CLASS A 2.7 %
Total 57.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 69.5 %
CANADA 13.1 %
BRITAIN 4.1 %
FRANCE 2.2 %
BRAZIL 2.1 %
ITALY 1.9 %
GERMANY 1.9 %
URUGUAY 1.8 %
JAPAN 1.7 %
AUSTRALIA 1.6 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
59.8% -7.0% -- -- -19.8%

Market Correlations
versus... Beta R-squared
S&P500 2.37 50%
MSCI EAFE 1.71 28%
MSCI Emg. Mkts. 0.86 8%

Technical Indicators
Recent close $16.70
30d moving avg. $16.21
Annualized volatility 71.9%
Short interest (ETF) 1.9%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 25
Turnover 8.3%
Bid/Ask (% of price) 1.12%
ADV underlying (mns) $7,454

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 603 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
(%)
DAPP VanEck Digital Transformation ETF 46.5 50 -11 -74.8 -74.0
IBLC iShares Blockchain and Tech ETF 41.9 47 -8 -18.8 -18.0
BKCH Global X Blockchain ETF 37.4 50 -11 -40.7 -40.0
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 34.6 85 -46 0.9 +1.7
GFOF Grayscale Future of Finance ETF 33.6 70 -31 -2.3 -1.5
BITQ Bitwise Crypto Industry Innovators ETF 30.0 85 -46 -26.0 -25.2
IPAY ETFMG Prime Mobile Payments ETF 29.6 75 -36 7.7 +8.4
STCE Schwab Crypto Thematic ETF 23.9 30 9 -4.8 -4.0
WGMI Valkyrie Bitcoin Miners ETF 23.6 75 -36 -149.6 -148.9
BLOK Amplify Transformational Data Sharing ETF 23.5 71 -32 -1.8 -1.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 23.2 60 -21 -20.8 -20.1
ARKF ARK Fintech Innovation ETF 20.8 75 -36 -1.8 -1.1
BWEB Bitwise Web3 ETF 19.0 85 -46 1.8 +2.6
FINX Global X FinTech Thematic ETF 18.5 68 -29 5.1 +5.9
TWEB SoFi Web 3 ETF 17.6 59 -20 -12.9 -12.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 17.5 68 -29 -0.0 +0.8
ARKW ARK Web x.0 ETF 15.4 83 -44 -5.0 -4.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 15.1 60 -21 2.5 +3.3
BPAY BlackRock Future Financial and Technology ETF 12.7 70 -31 10.1 +10.8
ARKK ARK Innovation ETF 12.4 75 -36 -6.3 -5.6
MEME Roundhill MEME ETF 12.4 69 -30 -1.3 -0.6
BIDS Amplify Digital & Online Trading ETF 10.9 59 -20 8.3 +9.0
BYOB SoFi Be Your Own Boss ETF 9.6 59 -20 -3.0 -2.2
BUYZ Franklin Disruptive Commerce ETF 8.8 50 -11 1.9 +2.6
KOIN Innovation Shares NextGen Protocol ETF 7.4 75 -36 6.5 +7.3
FNCL Fidelity MSCI Financials Index ETF 7.1 8 31 8.8 +9.5
IYJ iShares U.S. Industrials ETF 7.0 39 0 5.8 +6.6
FDG American Century Focused Dynamic Growth ETF 6.6 45 -6 3.0 +3.8
LZRD Parabla Innovation ETF 6.5 69 -30 -8.0 -7.2
BUZZ VanEck Social Sentiment ETF 6.4 75 -36 1.9 +2.6
IGM iShares Expanded Tech Sector ETF 6.3 40 -1 4.9 +5.7
RYF Invesco S&P 500 Equal Weight Financials ETF 6.2 40 -1 8.9 +9.7
PTF Invesco DWA Technology Momentum ETF 6.2 60 -21 1.5 +2.3
XLF Financial Select Sector SPDR Fund 6.1 10 29 7.4 +8.2
IXG iShares Global Financials ETF 5.9 40 -1 8.8 +9.6
VGT Vanguard Information Technology Index Fund 5.9 10 29 5.3 +6.1
DTEC ALPS Disruptive Technologies ETF 5.8 50 -11 4.1 +4.9
VEGN US Vegan Climate ETF 5.7 60 -21 5.5 +6.2
VSLU Applied Finance Valuation Large Cap ETF 5.5 49 -10 6.8 +7.5
IYG iShares US Financial Services ETF 5.5 39 0 7.8 +8.6
XPND First Trust Expanded Technology ETF 5.4 65 -26 5.6 +6.4
QGRW WisdomTree U.S. Quality Growth Fund 5.4 28 11 5.2 +6.0
TECB iShares US Tech Breakthrough Multisector ETF 5.4 40 -1 4.8 +5.5
DUHP Dimensional US High Profitability ETF 5.3 22 17 8.4 +9.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.2 30 9 5.1 +5.8
PFI Invesco DWA Financial Momentum ETF 5.2 60 -21 7.2 +8.0
QUAL iShares MSCI Usa Quality Factor ETF 5.2 15 24 7.2 +8.0
SPHQ Invesco S&P 500 Quality ETF 5.2 15 24 6.2 +7.0
PWB Invesco Dynamic Large Cap Growth ETF 5.2 56 -17 5.1 +5.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 5.2 50 -11 5.6 +6.4
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 5.2 12 27 5.5 +6.3
GFGF Guru Favorite Stocks ETF 5.2 65 -26 6.5 +7.3
GRZZ Grizzle Growth ETF 5.2 75 -36 6.8 +7.5
MBCC Monarch Blue Chips Core ETF 5.2 125 -86 3.8 +4.6
PLAT WisdomTree Modern Tech Platforms Fund 5.2 20 19 0.8 +1.6
ISHP First Trust S-Network E-Commerce ETF 5.0 60 -21 3.7 +4.4
TDV ProShares S&P Technology Dividend Aristocrats ETF 4.9 46 -7 6.8 +7.6
NULG Nuveen ESG Large-Cap Growth ETF 4.9 25 14 4.9 +5.7
BBLU EA Bridgeway Blue Chip ETF 4.8 15 24 6.3 +7.0
NZRO Strategy Shares Halt Climate Change ETF 4.8 95 -56 1.8 +2.6
VIG Vanguard Dividend Appreciation Index Fund 4.8 6 33 6.4 +7.2
YLDE ClearBridge Dividend Strategy ESG ETF 4.7 59 -20 5.9 +6.6
STXD Strive 1000 Dividend Growth ETF 4.7 35 4 6.3 +7.1
MVPS Amplify Thematic All-Stars ETF 4.7 49 -10 2.0 +2.8
SNPG Xtrackers S&P 500 Growth ESG ETF 4.7 15 24 5.7 +6.4
VR Global X Metaverse ETF 4.6 50 -11 5.8 +6.6
BTHM BlackRock Future U.S. Themes ETF 4.5 60 -21 6.2 +7.0
USXF iShares ESG Advanced MSCI USA ETF 4.4 10 29 5.9 +6.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 4.4 15 24 8.4 +9.1
UPWD JPMorgan Social Advancement ETF 4.3 49 -10 5.8 +6.5
MGK Vanguard Mega Cap Growth ETF 4.3 7 32 4.8 +5.6
JSTC Adasina Social Justice All Cap Global ETF 4.3 89 -50 6.3 +7.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.3 49 -10 7.5 +8.2
LEAD Siren DIVCON Leaders Dividend ETF 4.2 43 -4 6.5 +7.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.2 29 10 6.1 +6.9
USMF WisdomTree U.S. Multifactor Fund 4.2 28 11 8.5 +9.3
TMFC Motley Fool 100 Index ETF 4.2 50 -11 4.5 +5.3
PFM Invesco Dividend Achievers ETF 4.2 53 -14 6.4 +7.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.1 60 -21 4.8 +5.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 4.0 61 -22 7.9 +8.7
BOSS Global X Founder-Run Companies ETF 4.0 45 -6 3.5 +4.2
FPX First Trust US IPO Index Fund 4.0 57 -18 1.1 +1.9
WOMN Impact Shares YWCA Women's Empowerment ETF 4.0 75 -36 5.7 +6.4
NULC Nuveen ESG Large-Cap ETF 4.0 20 19 6.4 +7.2
VUSE Vident Core US Equity Fund 4.0 50 -11 7.4 +8.1
FTCS First Trust Capital Strength ETF 4.0 55 -16 7.8 +8.5
EMFQ Amplify Emerging Markets FinTech ETF 4.0 69 -30 5.9 +6.6
IWY iShares Russell Top 200 Growth ETF 4.0 20 19 5.4 +6.2
RDVY First Trust Rising Dividend Achievers ETF 3.9 50 -11 10.2 +10.9
SCHG Schwab U.S. Large-Cap Growth ETF 3.9 40 -1 4.5 +5.2
JFWD Jacob Forward ETF 3.9 75 -36 -12.0 -11.3
PDP Invesco DWA Momentum ETF 3.8 62 -23 6.0 +6.7
GVIP Goldman Sachs Hedge Industry VIP ETF 3.7 45 -6 4.5 +5.3
CGUS Capital Group Core Equity ETF 3.7 33 6 5.8 +6.5
ILCG iShares Morningstar Growth ETF 3.7 4 35 4.8 +5.6
VUG Vanguard Growth Index Fund 3.7 4 35 4.8 +5.6
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 3.6 50 -11 3.7 +4.5
XOUT GraniteShares XOUT U.S. Large Cap ETF 3.6 60 -21 5.4 +6.2
SUSL iShares ESG MSCI USA Leaders ETF 3.6 10 29 6.1 +6.8
VOOG Vanguard S&P 500 Growth ETF 3.6 10 29 6.1 +6.9
IVW iShares S&P 500 Growth ETF 3.6 18 21 6.0 +6.8
EGUS iShares ESG Aware MSCI USA Growth ETF 3.6 15 24 4.9 +5.6
SPYG SPDR Portfolio S&P 500 Growth ETF 3.6 4 35 6.2 +6.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.6 10 29 6.1 +6.8
JQUA JPMorgan U.S. Quality Factor ETF 3.6 12 27 6.7 +7.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.5 65 -26 4.7 +5.5
JEPI JPMorgan Equity Premium Income ETF 3.5 35 4 6.1 +6.9
IPO Renaissance IPO ETF 3.5 60 -21 -0.2 +0.6
IUSG iShares Core S&P US Growth ETF 3.4 4 35 6.2 +6.9
DSI iShares MSCI KLD 400 Social ETF 3.4 25 14 6.0 +6.8
XLG Invesco S&P 500 Top 50 ETF 3.4 20 19 5.2 +6.0
VONG Vanguard Russell 1000 Growth Index Fund 3.4 8 31 5.4 +6.2
IWF iShares Russell 1000 Growth ETF 3.4 18 21 5.3 +6.1
INNO Harbor Disruptive Innovation ETF 3.4 75 -36 -3.3 -2.6
TTAC TrimTabs US Free Cash Flow Quality ETF 3.3 59 -20 7.0 +7.7
CGGR Capital Group Growth ETF 3.3 39 0 4.0 +4.7
FDLO Fidelity Low Volatility Factor ETF 3.3 29 10 5.9 +6.7
LCLG Logan Capital Broad Innovative Growth ETF 3.2 99 -60 6.1 +6.9
FQAL Fidelity Quality Factor ETF 3.2 29 10 7.0 +7.8
FDWM Fidelity Women's Leadership ETF 3.2 59 -20 5.9 +6.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 3.2 7 32 5.9 +6.6
QUS SPDR MSCI USA StrategicFactors ETF 3.1 15 24 6.7 +7.5
NACP Impact Shares NAACP Minority Empowerment ETF 3.1 49 -10 5.8 +6.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.0 10 29 5.6 +6.4
LVOL American Century Low Volatility ETF 3.0 29 10 6.1 +6.9
RESP WisdomTree US ESG Fund of Benef Interest 3.0 28 11 7.2 +8.0
DFND Siren DIVCON Dividend Defender ETF 2.9 150 -111 5.8 +6.5
EQOP Natixis U.S. Equity Opportunities ETF 2.9 85 -46 5.7 +6.5
FDMO Fidelity Momentum Factor ETF 2.9 29 10 5.1 +5.9
QGRO American Century STOXX U.S. Quality Growth ETF 2.9 29 10 5.9 +6.6
ANEW ProShares MSCI Transformational Changes ETF 2.9 45 -6 5.5 +6.2
MILN Global X Millennial Consumer ETF 2.9 50 -11 2.7 +3.4
LOUP Innovator Loup Frontier Tech ETF 2.9 70 -31 3.1 +3.9
JGRO JPMorgan Active Growth ETF 2.9 44 -5 4.2 +5.0
WCLD WisdomTree Cloud Computing Fund 2.9 45 -6 0.1 +0.8
IQSU IQ Candriam ESG US Equity ETF 2.8 9 30 5.6 +6.4
VDNI V-Shares US Leadership Diversity ETF 2.8 29 10 6.3 +7.1
OEF iShares S&P 100 ETF 2.8 20 19 5.7 +6.4
STXG Strive 1000 Growth ETF 2.8 18 21 5.2 +6.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.8 10 29 5.6 +6.3
ACVF American Conservative Values ETF 2.7 75 -36 5.3 +6.1
EQUL IQ Engender Equality ETF 2.7 45 -6 7.5 +8.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.7 15 24 5.7 +6.5
GBUY Goldman Sachs Future Consumer Equity ETF 2.7 75 -36 3.0 +3.7
HAPI Harbor Corporate Culture ETF 2.7 36 3 5.6 +6.4
SXQG 6 Meridian Quality Growth ETF 2.7 100 -61 5.2 +5.9
GGRW Gabelli Growth Innovators ETF 2.7 90 -51 3.3 +4.1
BKUS BNY Mellon Sustainable US Equity ETF 2.7 60 -21 5.4 +6.1
TMFG Motley Fool Global Opportunities ETF 2.7 85 -46 4.2 +5.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.7 55 -16 4.2 +5.0
ECOZ TrueMark ESG Active Opportunities ETF 2.6 58 -19 4.9 +5.7
FMIL Fidelity New Millennium ETF 2.6 59 -20 6.3 +7.1
ENTR Entrepreneur 30 Fund 2.6 49 -10 2.4 +3.2
BCDF Horizon Kinetics Blockchain Development ETF 2.6 85 -46 -0.9 -0.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.6 48 -9 7.5 +8.2
SNPE Xtrackers S&P 500 ESG ETF 2.5 10 29 6.1 +6.8
DIA SPDR Dow Jones Industrial Average ETF Trust 2.5 16 23 6.7 +7.5
CACG ClearBridge All Cap Growth ETF 2.5 53 -14 3.9 +4.6
TIME Clockwise Capital Innovation ETF 2.5 95 -56 2.8 +3.6
DIVZ TrueShares Low Volatility Equity Income ETF 2.5 65 -26 8.9 +9.7
LRGE ClearBridge Large Cap Growth ESG ETF 2.5 59 -20 3.6 +4.4
EDOW First Trust Dow 30 Equal Weight ETF 2.5 50 -11 7.3 +8.1
TOLL Tema Monopolies and Oligopolies ETF 2.5 75 -36 4.0 +4.8
DVND Touchstone Dividend Select ETF 2.5 67 -28 6.8 +7.5
XT iShares Exponential Technologies ETF 2.5 46 -7 3.5 +4.2
AOTG AOT Growth and Innovation ETF 2.5 75 -36 3.0 +3.8
FLRG Fidelity U.S. Multifactor ETF 2.5 29 10 8.0 +8.8
DEIF Sterling Capital Diverse Multi-Manager Active ETF 2.4 65 -26 7.2 +8.0
IWL iShares Russell Top 200 ETF 2.4 15 24 5.7 +6.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.4 20 19 5.8 +6.6
MGC Vanguard Mega Cap Index Fund 2.4 7 32 5.8 +6.6
XSW SPDR S&P Software & Services ETF 2.4 35 4 2.6 +3.3
QVML Invesco S&P 500 QVM Multi-factor ETF 2.4 11 28 6.5 +7.2
RECS Columbia Research Enhanced Core ETF 2.4 15 24 7.1 +7.9
SPXV ProShares S&P 500 Ex-Health Care ETF 2.4 27 12 5.5 +6.3
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 2.4 49 -10 6.2 +6.9
QLV FlexShares US Quality Low Volatility Index Fund 2.3 22 17 6.1 +6.9
ESGV Vanguard ESG U.S. Stock ETF 2.3 9 30 5.8 +6.6
GSPY Gotham Enhanced 500 ETF 2.3 50 -11 6.3 +7.1
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 2.3 45 -6 6.2 +6.9
LCF Touchstone US Large Cap Focused ETF 2.3 69 -30 5.0 +5.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 25 6.1 +6.8
SFYF SoFi 50 ETF 2.3 29 10 -6.4 -5.7
DFSU Dimensional US Sustainability Core 1 ETF 2.3 18 21 6.8 +7.5
GDEF Goldman Sachs Defensive Equity ETF 2.3 55 -16 5.2 +6.0
XVV iShares ESG Screened S&P 500 ETF 2.3 8 31 6.0 +6.7
BKLC BNY Mellon US Large Cap Core Equity ETF 2.2 0 39 5.9 +6.6
ROCI ROC ETF 2.2 49 -10 5.2 +6.0
RVRB Reverb ETF 2.1 30 9 5.9 +6.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.1 7 32 5.9 +6.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.1 65 -26 8.5 +9.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.1 10 29 6.3 +7.0
SHE SPDR SSGA Gender Diversity Index ETF 2.1 20 19 6.0 +6.7
SPXE ProShares S&P 500 Ex-Energy ETF 2.1 27 12 5.8 +6.6
ESG FlexShares STOXX US ESG Impact Index Fund 2.1 32 7 5.8 +6.6
VV Vanguard Large-Cap Index Fund 2.1 4 35 6.0 +6.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.1 20 19 5.9 +6.7
FLLV Franklin Liberty U.S. Low Volatility ETF 2.1 29 10 6.4 +7.1
STRV Strive 500 ETF 2.1 5 34 6.0 +6.7
SFY SoFi Select 500 ETF 2.1 0 39 5.8 +6.5
DEF Invesco Defensive Equity ETF 2.1 55 -16 7.0 +7.7
VOTE Engine No. 1 Transform 500 ETF 2.1 5 34 6.0 +6.7
CATH Global X S&P 500 Catholic Values Custom ETF 2.1 29 10 5.8 +6.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.1 2 37 6.0 +6.8
PBUS Invesco PureBeta MSCI USA ETF 2.1 4 35 6.0 +6.8
FDRR Fidelity Dividend ETF for Rising Rates 2.1 29 10 9.1 +9.9
ILCB iShares Morningstar U.S. Equity ETF 2.0 3 36 6.0 +6.8
KOMP SPDR Kensho New Economies Composite ETF 2.0 20 19 -1.1 -0.3
IVV iShares Core S&P 500 ETF 2.0 3 36 6.1 +6.9
PEXL Pacer US Export Leaders ETF 2.0 60 -21 6.8 +7.6
SPY SPDR S&P 500 ETF Trust 2.0 9 30 6.1 +6.8
FCPI Fidelity Stocks for Inflation ETF 2.0 29 10 9.6 +10.4
SCHX Schwab U.S. Large-Cap ETF 2.0 3 36 6.0 +6.8
BTEK BlackRock Future Tech ETF 2.0 88 -49 0.6 +1.4
PSET Principal Price Setters Index ETF 2.0 15 24 6.7 +7.5
SPLG SPDR Portfolio S&P 500 ETF 2.0 3 36 6.1 +6.9
VOO VANGUARD S&P 500 ETF 2.0 3 36 6.1 +6.9
EQWL Invesco Russell Top 200 Equal Weight ETF 2.0 25 14 7.3 +8.1
DFUS Dimensional U.S. Equity ETF 2.0 11 28 6.0 +6.7
IEDI iShares Evolved U.S. Discretionary Spending ETF 2.0 18 21 5.7 +6.5
IWB iShares Russell 1000 ETF 2.0 15 24 5.9 +6.7
VONE Vanguard Russell 1000 ETF 2.0 8 31 6.0 +6.7
KCE SPDR S&P Capital Markets ETF 2.0 35 4 9.0 +9.8
KRUZ Unusual Whales Subversive Republican Trading ETF 2.0 75 -36 6.3 +7.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.0 11 28 6.0 +6.8
SCHK Schwab 1000 Index ETF 2.0 5 34 6.0 +6.8
TRFM AAM Transformers ETF 2.0 49 -10 1.8 +2.6
IYY iShares Dow Jones U.S. ETF 2.0 20 19 5.9 +6.6
GDVD R3 Global Dividend Growth ETF 2.0 88 -49 7.1 +7.8
RAYD Rayliant Quantitative Developed Market Equity ETF 2.0 80 -41 9.2 +9.9
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 2.0 17 22 6.3 +7.1
ESGU iShares MSCI USA ESG Optimized ETF 1.9 15 24 6.0 +6.8
QWLD SPDR MSCI World StrategicFactors ETF 1.9 30 9 7.1 +7.9
FUNL CornerCap Fundametrics Large-Cap ETF 1.9 50 -11 8.7 +9.4
RFFC RiverFront Dynamic US Flex-Cap ETF 1.9 52 -13 7.4 +8.1
SPTM SPDR Portfolio Total Stock Market ETF 1.9 3 36 6.3 +7.1
IWV iShares Russell 3000 ETF 1.9 20 19 5.7 +6.5
SUSA iShares MSCI USA ESG Select ETF 1.9 25 14 6.2 +6.9
VTHR Vanguard Russell 3000 Index Fund 1.9 10 29 5.8 +6.6
DFAU Dimensional US Core Equity Market ETF 1.9 12 27 6.2 +7.0
VTI Vanguard Total Stock Market Index Fund 1.9 3 36 5.8 +6.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.9 12 27 6.0 +6.7
SCHB Schwab U.S. Broad Market ETF 1.9 3 36 6.0 +6.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.9 3 36 5.9 +6.6
DBLV AdvisorShares DoubleLine Value Equity ETF 1.9 91 -52 11.1 +11.9
MOTI VanEck Morningstar International Moat ETF 1.9 57 -18 8.9 +9.6
EWI iShares MSCI Italy ETF 1.9 50 -11 9.6 +10.3
KEMQ Kraneshares Emerging Markets Consumer Technology Index ETF 1.9 59 -20 0.7 +1.4
DFAC Dimensional U.S. Core Equity 2 ETF 1.9 19 20 6.8 +7.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.8 18 21 6.5 +7.3
QDYN FlexShares Quality Dividend Dynamic Index Fund 1.8 37 2 8.7 +9.5
LRGF iShares Edge MSCI Multifactor USA ETF 1.8 8 31 7.1 +7.8
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 1.8 15 24 6.2 +6.9
METV Roundhill Ball Metaverse ETF 1.8 59 -20 4.2 +4.9
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.8 86 -47 1.6 +2.3
HEET Hartford Schroders ESG US Equity ETF 1.8 39 0 7.0 +7.8
FVAL Fidelity Value Factor ETF 1.8 29 10 9.2 +10.0
FLQL Franklin LibertyQ U.S. Equity ETF 1.7 15 24 7.8 +8.6
FBCG Fidelity Blue Chip Growth ETF 1.7 59 -20 2.4 +3.1
DGRW WisdomTree U.S. Quality Dividend Growth Fund 1.7 28 11 6.6 +7.4
DSTL Distillate US Fundamental Stability & Value ETF 1.7 39 0 8.2 +9.0
SKYY First Trust Cloud Computing ETF 1.7 60 -21 3.8 +4.6
CLOU Global X Cloud Computing ETF 1.7 68 -29 2.0 +2.7
EBIZ Global X E-Commerce ETF 1.7 50 -11 0.8 +1.5
XNTK SPDR NYSE Technology ETF 1.7 35 4 4.4 +5.2
OGIG O'Shares Global Internet Giants ETF 1.7 48 -9 0.1 +0.8
CGXU Capital Group International Focus Equity ETF 1.7 54 -15 4.4 +5.1
AIQ Global X Future Analytics Tech ETF 1.7 68 -29 4.7 +5.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.7 95 -56 2.4 +3.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 30 6.5 +7.3
QLC FlexShares US Quality Large Cap Index Fund 1.6 25 14 6.9 +7.6
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 1.6 20 19 6.7 +7.5
NTZG Nuveen Global Net Zero Transition ETF 1.6 55 -16 5.5 +6.3
JHML John Hancock Multifactor Large Cap ETF 1.6 29 10 6.5 +7.3
MINV Matthews Asia Innovators Active ETF 1.6 79 -40 1.9 +2.7
ACTV LeaderShares Activist Leaders ETF 1.6 75 -36 12.3 +13.1
KOCG FIS Knights of Columbus Global Belief ETF 1.6 75 -36 7.5 +8.3
HDUS Hartford Disciplined US Equity ETF 1.6 19 20 7.1 +7.9
BIBL Inspire ETF 1.6 35 4 5.7 +6.5
JOET Virtus Terranova US Quality Momentum ETF 1.6 29 10 6.6 +7.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.5 25 14 7.8 +8.5
TOK iShares MSCI Kokusai ETF 1.5 25 14 6.3 +7.1
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 1.5 25 14 6.6 +7.4
GENY Principal Millennials Index ETF 1.5 45 -6 7.1 +7.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.5 19 20 7.2 +7.9
EPS WisdomTree U.S. Earnings 500 Fund 1.5 8 31 7.5 +8.2
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -40 5.3 +6.0
IMCG iShares Morningstar Mid-Cap Growth ETF 1.5 6 33 5.0 +5.8
FDVV Fidelity Core Dividend ETF 1.5 29 10 11.1 +11.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.5 15 24 6.2 +7.0
GURU Global X Guru Index ETF 1.5 75 -36 5.4 +6.2
FLIY Franklin FTSE Italy ETF 1.5 9 30 9.8 +10.5
PKW Invesco Buyback Achievers ETF 1.5 64 -25 9.8 +10.5
URTH iShares MSCI World ETF 1.4 24 15 6.5 +7.2
CVAR Cultivar ETF 1.4 87 -48 8.6 +9.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.4 75 -36 6.6 +7.4
KRMA Global X Conscious Companies ETF 1.4 43 -4 6.4 +7.2
USMV iShares Edge MSCI Min Vol USA ETF 1.4 15 24 6.6 +7.3
IETC iShares Evolved U.S. Technology ETF 1.4 18 21 5.1 +5.9
AVUS Avantis U.S. Equity ETF 1.4 15 24 7.1 +7.9
RAFE PIMCO RAFI ESG U.S. ETF 1.4 29 10 8.3 +9.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.4 12 27 6.2 +7.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.4 9 30 6.8 +7.6
CZA Invesco Zacks Mid-Cap ETF 1.3 69 -30 7.5 +8.2
SMOT VanEck Morningstar SMID Moat ETF 1.3 49 -10 8.3 +9.1
MOTE VanEck Morningstar ESG Moat ETF 1.3 49 -10 6.3 +7.0
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 11 7.3 +8.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.3 29 10 8.3 +9.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 19 6.8 +7.6
ACWI iShares MSCI ACWI ETF 1.3 32 7 6.5 +7.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.3 4 35 6.9 +7.7
IMCB iShares Morningstar Mid-Cap ETF 1.2 4 35 6.9 +7.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.2 60 -21 5.8 +6.6
DGRO iShares Core Dividend Growth ETF 1.2 8 31 7.3 +8.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.2 70 -31 6.2 +6.9
HAPY Harbor Corporate Culture Leaders ETF 1.2 36 3 4.8 +5.6
DWAS Invesco DWA SmallCap Momentum ETF 1.2 60 -21 2.8 +3.6
GLOF iShares Global Equity Factor ETF 1.2 20 19 8.7 +9.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.2 70 -31 3.2 +4.0
FSST Fidelity Sustainability U.S. Equity ETF 1.2 59 -20 5.8 +6.5
VT Vanguard Total World Stock ETF 1.2 7 32 6.7 +7.4
IUS Invesco Strategic US ETF 1.2 19 20 7.5 +8.3
PSCF Invesco S&P SmallCap Financials ETF 1.2 29 10 11.2 +11.9
DTD WisdomTree U.S.Total Dividend Fund 1.1 28 11 7.6 +8.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 30 6.4 +7.2
EWEB Global X Emerging Markets Internet & E-commerce ETF 1.1 65 -26 5.5 +6.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.1 7 32 10.2 +10.9
NUSC Nuveen ESG Small-Cap ETF 1.1 30 9 5.6 +6.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 19 7.7 +8.5
VXF Vanguard Extended Market Index Fund 1.0 6 33 4.3 +5.0
PSC Principal U.S. Small Cap Index ETF 1.0 38 1 8.5 +9.3
AFLG First Trust Active Factor Large Cap ETF 1.0 55 -16 7.5 +8.3
WCEO Hypatia Women CEO ETF 1.0 85 -46 5.8 +6.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.0 9 30 6.9 +7.7
FFTY Innovator IBD 50 ETF 1.0 80 -41 1.9 +2.7
IMCV iShares Morningstar Mid-Cap Value ETF 1.0 6 33 9.1 +9.9
EUSA iShares MSCI USA Equal Weighted ETF 1.0 9 30 6.9 +7.6
WGRO WisdomTree U.S. Growth & Momentum Fund 1.0 55 -16 7.3 +8.1
CLRG IQ Chaikin U.S. Large Cap ETF 1.0 25 14 7.2 +8.0
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 1.0 108 -69 2.7 +3.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -36 9.7 +10.5
SIZE iShares MSCI USA Size Factor ETF 1.0 15 24 6.7 +7.5
SPMV Invesco S&P 500 Minimum Variance ETF 0.9 10 29 6.1 +6.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 14 6.9 +7.6
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 14 6.8 +7.6
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 -20 7.4 +8.1
KVLE KFA Value Liner Dynamic Core Equity Index ETF 0.9 55 -16 6.8 +7.6
FTC First Trust Large Cap Growth AlphaDEX Fund 0.9 59 -20 4.7 +5.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 63 -24 3.6 +4.4
VOT Vanguard Mid-Cap Growth Index Fund 0.9 7 32 5.0 +5.8
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.9 35 4 7.2 +7.9
VBK Vanguard Small-Cap Growth Index Fund 0.9 7 32 1.7 +2.5
FBZ First Trust Brazil AlphaDEX Fund 0.9 80 -41 11.2 +12.0
EES WisdomTree SmallCap Earnings Fund 0.9 38 1 12.4 +13.1
RSP Invesco S&P 500 Equal Weight ETF 0.8 20 19 7.0 +7.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.8 35 4 12.6 +13.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.8 60 -21 6.2 +7.0
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.8 25 14 7.8 +8.6
BFOR Barron's 400 ETF 0.8 65 -26 9.1 +9.8
EUFN iShares MSCI Europe Financials ETF 0.8 48 -9 10.9 +11.7
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.8 25 14 7.7 +8.4
AVSC Avantis U.S Small Cap Equity ETF 0.8 25 14 5.3 +6.1
BUL Pacer US Cash Cows Growth ETF 0.8 60 -21 11.4 +12.1
NANC Unusual Whales Subversive Democratic Trading ETF 0.8 75 -36 4.9 +5.7
WTV WisdomTree US Value Fund 0.8 12 27 9.4 +10.2
ETHO Etho Climate Leadership U.S. ETF 0.8 47 -8 5.4 +6.2
SPHB Invesco S&P 500 High Beta ETF 0.8 25 14 5.7 +6.5
ALTL Pacer Lunt Large Cap Alternator ETF 0.8 60 -21 6.3 +7.1
FTA First Trust Large Cap Value AlphaDEX Fund 0.8 59 -20 10.4 +11.2
QDEF FlexShares Quality Dividend Defensive Index Fund 0.8 37 2 7.5 +8.3
QDF FlexShares Quality Dividend Index Fund 0.8 37 2 8.0 +8.8
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 4 8.9 +9.6
IWP iShares Russell Mid-Cap Growth ETF 0.7 23 16 5.1 +5.9
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.7 15 24 7.3 +8.0
IJK iShares S&P Mid-Cap 400 Growth ETF 0.7 17 22 7.2 +8.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.7 15 24 7.2 +8.0
VTWV Vanguard Russell 2000 Value Index Fund 0.7 15 24 6.1 +6.9
IWR iShares Russell Midcap ETF 0.7 18 21 6.5 +7.2
MAGA Point Bridge GOP Stock Tracker ETF 0.7 72 -33 6.8 +7.6
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 26 8.3 +9.0
PRF Invesco FTSE RAFI US 1000 ETF 0.7 39 0 7.8 +8.6
DGT SPDR Global Dow ETF 0.7 50 -11 7.8 +8.6
IWN iShares Russell 2000 Value ETF 0.7 23 16 6.3 +7.1
VLU SPDR S&P 1500 Value Tilt ETF 0.6 12 27 8.5 +9.3
LGLV SPDR Russell 1000 Low Volatility ETF 0.6 12 27 6.0 +6.8
IWS iShares Russell Mid-Cap Value ETF 0.6 23 16 7.6 +8.3
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 19 8.0 +8.8
VO Vanguard Mid-Cap Index Fund 0.6 4 35 6.8 +7.5
ITAN Sparkline Intangible Value ETF 0.6 50 -11 7.1 +7.9
VALQ American Century STOXX U.S. Quality Value ETF 0.6 29 10 10.0 +10.8
SFYX Sofi Next 500 ETF 0.6 0 39 6.2 +7.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 59 -20 8.3 +9.1
HKND Humankind US Stock ETF 0.6 11 28 7.4 +8.2
WLDR Affinity World Leaders Equity ETF 0.6 67 -28 9.6 +10.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.6 39 0 4.1 +4.9
PNQI Invesco NASDAQ Internet ETF 0.6 60 -21 3.0 +3.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.6 9 30 4.7 +5.4
RPV Invesco S&P 500 Pure Value ETF 0.6 35 4 12.8 +13.5
YPS Arrow Reverse Cap 500 ETF 0.6 29 10 6.9 +7.6
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.5 47 -8 11.7 +12.5
RYJ Invesco Raymond James SB-1 Equity ETF 0.5 81 -42 5.4 +6.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 15 24 9.3 +10.0
IJS iShares S&P Small-cap 600 Value ETF 0.5 18 21 9.3 +10.0
RNLC Large Cap US Equity Select ETF 0.5 60 -21 7.6 +8.4
SLYV SPDR S&P 600 Small Cap Value ETF 0.5 15 24 9.2 +10.0
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 71 -32 11.8 +12.5
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.5 17 22 5.7 +6.4
BLES Inspire Global Hope Large Cap ETF 0.5 49 -10 7.3 +8.0
FLFR Franklin FTSE France ETF 0.5 9 30 7.3 +8.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 0.5 35 4 9.2 +9.9
VFVA Vanguard U.S. Value Factor ETF 0.5 13 26 12.0 +12.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.5 15 24 8.9 +9.6
EWQ iShares MSCI France ETF 0.5 50 -11 6.9 +7.6
VFMO Vanguard U.S. Momentum Factor ETF 0.5 13 26 4.1 +4.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 0 10.5 +11.3
ROUS Hartford Multifactor US Equity ETF 0.5 19 20 8.6 +9.4
TMFX Motley Fool Next Index ETF 0.5 50 -11 3.7 +4.5
FAB First Trust Multi Cap Value AlphaDEX Fund 0.5 69 -30 11.4 +12.1
BKIE BNY Mellon International Equity ETF 0.5 4 35 8.1 +8.9
VTWO Vanguard Russell 2000 Index Fund 0.5 10 29 4.4 +5.2
ERSX ERShares NextGen Entrepreneurs ETF 0.5 75 -36 6.6 +7.4
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.5 86 -47 2.3 +3.0
USVT US Value ETF 0.5 49 -10 12.3 +13.0
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 0.5 15 24 7.3 +8.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.5 61 -22 8.2 +8.9
IWM iShares Russell 2000 ETF 0.5 19 20 4.5 +5.2
VLUE iShares MSCI USA Value Factor ETF 0.4 15 24 12.0 +12.7
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 33 2.1 +2.8
VOE Vanguard Mid-Cap Value Index Fund 0.4 7 32 8.6 +9.4
EQAL Invesco Russell 1000 Equal Weight ETF 0.4 20 19 7.0 +7.7
VB Vanguard Small-Cap ETF 0.4 5 34 6.1 +6.8
RWL Invesco S&P 500 Revenue ETF 0.4 39 0 7.5 +8.2
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.4 25 14 6.6 +7.3
SQEW LeaderShares Equity Skew ETF 0.4 75 -36 5.4 +6.1
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.4 38 1 11.3 +12.0
AIEQ AI Powered Equity ETF 0.4 75 -36 6.8 +7.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 15 8.7 +9.5
XJH iShares ESG Screened S&P Mid-Cap ETF 0.4 12 27 8.3 +9.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.4 70 -31 2.0 +2.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.4 15 24 8.4 +9.2
IWD iShares Russell 1000 Value ETF 0.4 18 21 7.5 +8.2
VONV Vanguard Russell 1000 Value Index Fund 0.4 8 31 7.6 +8.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.4 7 32 5.9 +6.6
JHMM John Hancock Multifactor Mid Cap ETF 0.4 41 -2 7.7 +8.5
MDY SPDR S&P Midcap 400 ETF Trust 0.4 22 17 8.2 +8.9
WUGI AXS Esoterica NextG Economy ETF 0.4 75 -36 2.9 +3.6
SQLV Legg Mason Small-Cap Quality Value 0.4 61 -22 11.3 +12.1
STXK Strive Small-Cap ETF 0.4 18 21 5.4 +6.2
TPIF Timothy Plan International ETF 0.4 62 -23 7.3 +8.1
LRND IQ U.S. Large Cap R&D Leaders ETF 0.4 14 25 6.2 +6.9
DFUV Dimensional US Marketwide Value ETF 0.4 23 16 8.9 +9.6
ESIX SPDR S&P SmallCap 600 ESG ETF 0.4 12 27 8.5 +9.2
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.4 15 24 8.4 +9.1
IJH iShares Core S&P Mid-Cap ETF 0.4 5 34 8.4 +9.1
IVOO Vanguard S&P Mid-Cap 400 ETF 0.4 10 29 8.3 +9.1
SPMD SPDR Portfolio Mid Cap ETF 0.4 5 34 8.3 +9.1
ISZE iShares Edge MSCI Intl Size Factor ETF 0.4 30 9 7.0 +7.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.4 41 -2 7.7 +8.4
DFSI Dimensional International Sustainability Core 1 ETF 0.4 24 15 6.9 +7.7
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 14 11.2 +12.0
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.3 17 22 8.4 +9.2
TPLC Timothy Plan US Large Cap Core ETF 0.3 52 -13 6.7 +7.5
SMDY Syntax Stratified MidCap ETF 0.3 35 4 8.1 +8.9
ISCB iShares Morningstar Small-Cap ETF 0.3 4 35 5.2 +6.0
AVES Avantis Emerging Markets Value ETF 0.3 36 3 14.6 +15.4
SSLY Syntax Stratified SmallCap ETF 0.3 35 4 7.2 +8.0
ONEO SPDR Russell 1000 Momentum Focus ETF 0.3 20 19 8.9 +9.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.3 15 24 8.3 +9.1
RNSC Small Cap US Equity Select ETF 0.3 60 -21 9.0 +9.7
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.3 19 20 8.5 +9.2
IWO iShares Russell 2000 Growth ETF 0.3 23 16 2.8 +3.6
VTWG Vanguard Russell 2000 Growth Index Fund 0.3 15 24 2.9 +3.7
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 27 7.6 +8.3
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 -13 8.7 +9.4
EZU iShares MSCI Eurozone ETF 0.3 50 -11 7.3 +8.1
SCHA Schwab U.S. Small-Cap ETF 0.3 4 35 5.6 +6.4
IWX iShares Russell Top 200 Value ETF 0.3 20 19 7.4 +8.1
IYF iShares U.S. Financials ETF 0.3 39 0 8.1 +8.8
BKSE BNY Mellon US Small Cap Core Equity ETF 0.3 4 35 6.1 +6.9
DFSV Dimensional US Small Cap Value ETF 0.3 31 8 9.5 +10.2
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 10 29 8.1 +8.9
IJR iShares Core S&P Small Cap ETF 0.3 6 33 8.1 +8.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.3 5 34 8.2 +9.0
SLY SPDR S&P 600 Small Cap ETF 0.3 15 24 8.1 +8.8
EZM WisdomTree U.S. MidCap Earnings Fund 0.3 38 1 11.3 +12.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 47 -8 7.1 +7.9
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.3 30 9 6.0 +6.7
VFH Vanguard Financials Index Fund 0.2 10 29 8.8 +9.5
CIL VictoryShares International Volatility Weighted Index ETF 0.2 45 -6 7.5 +8.3
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.2 40 -1 8.2 +8.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 19 7.9 +8.6
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.2 35 4 8.6 +9.3
COWZ Pacer US Cash Cows 100 ETF 0.2 49 -10 11.8 +12.6
SNPV Xtrackers S&P ESG Value ETF 0.2 15 24 6.7 +7.5
EFG iShares MSCI EAFE Growth ETF 0.2 35 4 4.9 +5.7
DFAS Dimensional U.S. Small Cap ETF 0.2 28 11 6.9 +7.7
CSML IQ Chaikin U.S. Small Cap ETF 0.2 35 4 6.6 +7.4
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.2 35 4 7.3 +8.1
SCHM Schwab U.S. Mid-Cap ETF 0.2 4 35 6.5 +7.3
VOOV Vanguard S&P 500 Value ETF 0.2 10 29 6.6 +7.4
IVE iShares S&P 500 Value ETF 0.2 18 21 6.5 +7.3
SPYV SPDR Portfolio S&P 500 Value ETF 0.2 4 35 6.7 +7.4
SMMD iShares Russell 2500 ETF 0.2 15 24 6.3 +7.1
ILCV iShares Morningstar Value ETF 0.2 4 35 7.7 +8.5
DMXF iShares ESG Advanced MSCI EAFE ETF 0.2 12 27 6.2 +6.9
JHSC John Hancock Multifactor Small Cap ETF 0.2 42 -3 7.1 +7.9
IUSV iShares Core S&P U.S. Value ETF 0.2 4 35 6.9 +7.6
SSPY Syntax Stratified LargeCap ETF 0.2 30 9 7.4 +8.1
GVLU Gotham 1000 Value ETF 0.2 50 -11 10.8 +11.6
WRND IQ Global Equity R&D Leaders ETF 0.2 18 21 7.5 +8.3
ISMD Inspire Small/Mid Cap Impact ETF 0.2 48 -9 5.8 +6.6
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.2 14 25 7.2 +8.0
VTV Vanguard Value Index Fund 0.2 4 35 8.0 +8.8
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.2 25 14 9.9 +10.6
DFAT Dimensional U.S. Targeted Value ETF 0.2 29 10 9.5 +10.3
IEV iShares Europe ETF 0.2 58 -19 7.2 +8.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.2 20 19 6.8 +7.6
VFMF Vanguard U.S. Multifactor ETF 0.2 18 21 10.1 +10.8
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.2 25 14 8.2 +8.9
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 30 7.8 +8.6
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 33 8.5 +9.2
IWC iShares Micro-Cap ETF 0.2 60 -21 -3.9 -3.1
DFAI Dimensional International Core Equity Market ETF 0.2 18 21 7.5 +8.3
JAVA JPMorgan Active Value ETF 0.1 44 -5 7.0 +7.7
PGJ Invesco Golden Dragon China ETF 0.1 70 -31 4.7 +5.5
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.1 21 18 4.1 +4.8
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -11 5.6 +6.3
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 35 7.6 +8.4
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.1 46 -7 7.4 +8.2
FLEH Franklin FTSE Europe Hedged ETF 0.1 9 30 7.9 +8.6
FLEE Franklin FTSE Europe ETF 0.1 9 30 7.9 +8.6
STXV Strive 1000 Value ETF 0.1 18 21 8.7 +9.4
DFIC Dimensional International Core Equity 2 ETF 0.1 23 16 8.0 +8.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 19 8.5 +9.3
VGK Vanguard FTSE Europe ETF 0.1 8 31 7.6 +8.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 0 6.2 +7.0
SPEU SPDR Portfolio Europe ETF 0.1 9 30 7.4 +8.1
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.1 20 19 7.3 +8.0
IEUR iShares Core MSCI Europe ETF 0.1 9 30 7.5 +8.3
AVEM Avantis Emerging Markets Equity ETF 0.1 33 6 9.9 +10.7
IQSI IQ Candriam ESG International Equity ETF 0.1 15 24 7.6 +8.3
EFA iShares MSCI EAFE ETF 0.1 32 7 7.4 +8.1
HFXI IQ 50 Percent Hedged FTSE International ETF 0.1 20 19 7.7 +8.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 35 4 7.5 +8.2
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 0 10.0 +10.8
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 19 7.7 +8.4
VSGX Vanguard ESG International Stock ETF 0.1 12 27 7.4 +8.2
IEFA iShares Core MSCI EAFE ETF 0.1 7 32 7.5 +8.2
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.1 46 -7 7.8 +8.5
EWJ iShares MSCI Japan ETF 0.1 50 -11 7.7 +8.4
VBR Vanguard Small Cap Value Index Fund 0.1 7 32 9.2 +9.9
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 0.1 7 32 7.6 +8.3
DFIV Dimensional International Value ETF 0.1 30 9 9.6 +10.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 31 8 8.6 +9.3
SCHF Schwab International Equity ETF 0.1 6 33 7.9 +8.6
BBJP JPMorgan BetaBuilders Japan ETF 0.1 19 20 7.9 +8.6
ESGD iShares MSCI EAFE ESG Optimized ETF 0.1 20 19 7.1 +7.9
VEA Vanguard FTSE Developed Markets ETF 0.1 5 34 7.6 +8.4
VIGI Vanguard International Dividend Appreciation ETF 0.1 15 24 6.1 +6.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.1 52 -13 6.5 +7.3
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 35 7.5 +8.2
DIVI Franklin International Core Dividend Tilt Index ETF 0.1 9 30 9.2 +9.9
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 31 5.3 +6.1
JPXN iShares JPX-Nikkei 400 ETF 0.1 48 -9 8.5 +9.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.1 38 1 9.9 +10.6
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 24 9.2 +9.9
FLJH Franklin FTSE Japan Hedged ETF 0.1 9 30 7.8 +8.5
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 7 32 7.9 +8.6
IQIN IQ 500 International ETF 0.1 25 14 8.9 +9.7
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 32 7 7.7 +8.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 0 8.2 +9.0
FLJP Franklin FTSE Japan ETF 0.1 9 30 7.8 +8.6
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 4 35 7.3 +8.1
IQLT iShares Edge MSCI Intl Quality Factor ETF 0.1 30 9 7.8 +8.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 -6 9.0 +9.7
IXUS ishares Core MSCI Total International Stock ETF 0.1 7 32 7.6 +8.4
VXUS Vanguard Total International Stock ETF 0.1 7 32 7.7 +8.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 14 8.5 +9.2
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 0.1 45 -6 7.7 +8.5
IDHQ Invesco S&P International Developed Quality ETF 0.1 29 10 7.9 +8.7
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.1 36 3 8.9 +9.6
DFLV Dimensional US Large Cap Value ETF 0.1 22 17 9.3 +10.1
IVLU iShares Edge MSCI Intl Value Factor ETF 0.1 30 9 11.6 +12.3
IGV iShares Expanded Tech-Software ETF 0.1 40 -1 4.1 +4.8
JHMD John Hancock Multifactor Developed International ETF 0.1 39 0 8.2 +8.9
IPAC iShares Core MSCI Pacific ETF 0.1 9 30 7.2 +8.0
PXUS Principal International Adaptive Multi-Factor ETF 0.0 24 15 7.4 +8.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 3 7.9 +8.6
INTF iShares Edge MSCI Multifactor Intl ETF 0.0 15 24 8.8 +9.5
VPL Vanguard FTSE Pacific ETF 0.0 8 31 7.5 +8.2
SPEM SPDR Portfolio Emerging Markets ETF 0.0 11 28 8.1 +8.9
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.0 42 -3 6.4 +7.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 -10 5.8 +6.5
CWI SPDR MSCI ACWI ex-US ETF 0.0 30 9 7.8 +8.6
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 -26 6.9 +7.7
DIHP Dimensional International High Profitability ETF 0.0 29 10 8.5 +9.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 0 8.4 +9.1
REVS Columbia Research Enhanced Value ETF 0.0 19 20 9.1 +9.9
QEFA SPDR MSCI EAFE Quality Mix ETF 0.0 30 9 7.7 +8.4
AVDE Avantis International Equity ETF 0.0 23 16 9.0 +9.8
GWX SPDR S&P International Small Cap ETF 0.0 40 -1 6.0 +6.7
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.0 24 15 8.7 +9.4
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 -10 7.5 +8.3

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

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  2018 2019 2020 2021 2022 2023E 2024E
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

Content on this tab for subscribers only

VALUATION METRICS
  2022 2023E 2024E
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 -0.6 %
Divided by: Fwd. P/BV 1.7 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
1.42 CATEGORY
AVERAGE
1.50
 
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.