Global X FinTech ETF
ALTAR
Score™
3.4% info Recommen-
dation
NEUTRAL
2024E    2025E
P/E
ratio
24.5x P/Sales
ratio
3.7x
P/BV
ratio
2.6x Div.
yield
0.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Global X FinTech Thematic ETF tracks a market-cap-weighted index of companies in developed markets that derive significant revenues from providing financial technology products and services.

FUND BASICS
Category Global Equities
Fund Sponsor Global X
Website www.globalxfunds.com
Inception date Sep 12, 2016
Assets (mns) $282
Currency USD
Expense ratio 68 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 64
Wgt avg mkt cap (mns) $36,947
Large cap (>$10bn) 64.0%
Mid cap ($2-10bn) 28.5%
Small cap (<$2bn) 7.5%
Developed mkts 98.2%
Emerging mkts 1.8%

TOP TEN HOLDINGS
FIDELITY NATIONAL INFORMATION SERV 6.9 %
INTUIT INC 6.4 %
FISERV, INC. 6.4 %
PAYPAL HOLDINGS INC 6.3 %
BLOCK INC. 5.2 %
COINBASE GLOBAL, INC. CLASS A 5.2 %
ADYEN NV 4.9 %
SS&C TECHNOLOGIES HOLDINGS 4.5 %
XERO LIMITED 4.0 %
GLOBAL PAYMENTS INC. 3.5 %
Total 53.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 75.9 %
NETHERLANDS 4.9 %
NEW ZEALAND 4.1 %
BRITAIN 3.2 %
ITALY 2.5 %
BRAZIL 1.7 %
SWITZERLAND 1.6 %
AUSTRALIA 1.4 %
CANADA 1.3 %
SOUTH KOREA 0.8 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-6.2% 8.7% -3.0% -- 7.3%

Market Correlations
versus... Beta R-squared
S&P500 1.55 70%
MSCI EAFE 1.47 59%
MSCI Emg. Mkts. 1.17 38%

Technical Indicators
Recent close $25.38
30d moving avg. $26.00
Annualized volatility 33.3%
Short interest (ETF) 0.1%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 55
Turnover 0.5%
Bid/Ask (% of price) 0.39%
ADV underlying (mns) $11,453

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 712 potential alternatives to the Global X FinTech ETF ETF based on the alternatives' overlap in portfolio holdings with FINX. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FINX Expense: 68 bp ALTAR Score™: 3.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FINX
Ticker Fund
Name
Overlap1
vs FINX
(%)
Expense
ratio
(bp)
Savings
vs FINX
(bp)
ALTAR
Score™
(%)
ALTAR
vs FINX
(%)
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 49.6 75 -7 5.6 +2.3
BPAY BlackRock Future Financial and Technology ETF 26.3 70 -2 8.7 +5.4
ARKF ARK Fintech Innovation ETF 24.7 75 -7 -0.3 -3.6
GFOF Grayscale Future of Finance ETF 19.5 70 -2 0.2 -3.1
FDIG Fidelity Crypto Industry and Digital Payments ETF 15.4 39 29 -0.7 -4.0
FDFF Fidelity Disruptive Finance ETF 15.4 50 18 4.7 +1.3
STCE Schwab Crypto Thematic ETF 15.4 30 38 2.1 -1.2
DTEC ALPS Disruptive Technologies ETF 14.8 50 18 3.1 -0.3
BWEB Bitwise Web3 ETF 14.4 85 -17 0.9 -2.5
DAPP VanEck Digital Transformation ETF 13.8 50 18 -1.6 -5.0
IBLC iShares Blockchain and Tech ETF 13.3 47 21 -0.9 -4.3
BLOK Amplify Transformational Data Sharing ETF 12.8 75 -7 0.9 -2.4
MILN Global X Millennial Consumer ETF 12.0 50 18 2.9 -0.4
ARKW ARK Next Generation Internet ETF 11.5 87 -19 -0.9 -4.2
ARKK ARK Innovation ETF 11.4 75 -7 -4.2 -7.6
BITQ Bitwise Crypto Industry Innovators ETF 10.3 85 -17 -1.6 -4.9
BKCH Global X Blockchain ETF 9.8 50 18 -3.7 -7.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 9.8 68 0 4.1 +0.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 9.6 61 7 2.7 -0.7
BUZZ VanEck Social Sentiment ETF 8.8 75 -7 0.1 -3.2
ISHP First Trust Nasdaq Retail ETF 8.4 60 8 3.0 -0.4
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 8.4 85 -17 -1.0 -4.4
SATO Invesco Alerian Galaxy Crypto Economy ETF 8.0 61 7 -1.1 -4.4
CWS AdvisorShares Focused Equity ETF 7.9 84 -16 4.9 +1.5
IGV iShares Expanded Tech-Software Sector ETF 7.7 41 27 3.2 -0.2
WCLD WisdomTree Cloud Computing Fund 7.7 45 23 1.7 -1.7
TMFM Motley Fool Mid-Cap Growth ETF 7.6 85 -17 3.2 -0.1
TDV ProShares S&P Technology Dividend Aristocrats ETF 7.6 45 23 5.3 +1.9
XPND First Trust Expanded Technology ETF 7.4 65 3 3.9 +0.5
AOTG AOT Growth and Innovation ETF 7.2 75 -7 3.2 -0.2
RSPF Invesco S&P 500 Equal Weight Financials ETF 6.9 40 28 7.0 +3.6
KOMP SPDR S&P Kensho New Economies Composite ETF 6.9 20 48 1.1 -2.2
LOUP Innovator Deepwater Frontier Tech ETF 6.7 70 -2 1.7 -1.7
MOON Direxion Moonshot Innovators ETF 6.5 65 3 0.0 -3.4
TMFS Motley Fool Small-Cap Growth ETF 6.4 85 -17 2.9 -0.5
XSW SPDR S&P Software & Services ETF 6.0 35 33 2.3 -1.0
PKW Invesco Buyback Achievers ETF 5.8 62 6 7.2 +3.9
IPO Renaissance IPO ETF 5.5 60 8 -1.9 -5.3
INNO Harbor Disruptive Innovation ETF 5.3 75 -7 -1.5 -4.9
FNCL Fidelity MSCI Financials Index ETF 5.3 8 60 6.4 +3.0
JFWD Jacob Forward ETF 5.2 75 -7 0.0 -3.4
VFH Vanguard Financials ETF 5.2 10 58 6.4 +3.0
FCLD Fidelity Cloud Computing ETF 5.1 39 29 3.2 -0.1
FDNI First Trust Dow Jones International Internet ETF 5.1 65 3 2.7 -0.6
FPX First Trust US Equity Opportunities ETF 5.1 61 7 1.6 -1.7
PWB Invesco Large Cap Growth ETF 4.7 56 12 3.2 -0.1
IYJ iShares U.S. Industrials ETF 4.7 40 28 5.0 +1.6
TRFM AAM Transformers ETF 4.7 49 19 1.4 -2.0
CLOD Themes Cloud Computing ETF 4.6 35 33 3.5 +0.2
XITK SPDR FactSet Innovative Technology ETF 4.5 45 23 2.6 -0.7
PSET Principal Quality ETF 4.4 15 53 5.2 +1.8
MVPS Amplify Thematic All-Stars ETF 4.4 49 19 2.8 -0.6
EMFQ Amplify Emerging Markets FinTech ETF 4.3 69 -1 5.5 +2.1
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 4.3 40 28 5.2 +1.9
SMCP AlphaMark Actively Managed Small Cap ETF 4.2 90 -22 6.9 +3.5
IBUY Amplify Online Retail ETF 4.2 65 3 1.5 -1.9
PTEC Global X PropTech ETF 4.2 50 18 1.6 -1.7
SFYF SoFi Social 50 ETF 4.2 29 39 -3.2 -6.5
FXL First Trust Technology AlphaDEX Fund 4.2 61 7 4.9 +1.5
SMRI Bushido Capital US Equity ETF 4.1 71 -3 9.6 +6.2
FDND FT Vest Dow Jones Internet & Target Income ETF 4.1 75 -7 2.1 -1.3
XT iShares Exponential Technologies ETF 4.1 46 22 4.5 +1.1
FDN First Trust Dow Jones Internet Index Fund 4.0 52 16 2.2 -1.2
XLF Financial Select Sector SPDR Fund 4.0 9 59 5.9 +2.6
GINN Goldman Sachs Innovate Equity ETF 4.0 52 16 2.6 -0.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.9 61 7 6.7 +3.3
DSTL Distillate US Fundamental Stability & Value ETF 3.9 39 29 7.7 +4.3
EQUL IQ Engender Equality ETF 3.8 45 23 6.8 +3.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.8 70 -2 2.2 -1.1
NBDS Neuberger Berman Disrupters ETF 3.7 55 13 1.4 -2.0
PNQI Invesco NASDAQ Internet ETF 3.7 60 8 2.4 -1.0
FDTX Fidelity Disruptive Technology ETF 3.6 50 18 2.7 -0.7
RUNN Running Oak Efficient Growth ETF 3.6 58 10 5.0 +1.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 3.6 40 28 4.0 +0.7
PSCT Invesco S&P SmallCap Information Technology ETF 3.6 29 39 5.2 +1.8
TOLL Tema Monopolies and Oligopolies ETF 3.6 75 -7 2.7 -0.7
CHGX AXS Change Finance ESG ETF 3.5 49 19 4.9 +1.6
SXQG ETC 6 Meridian Quality Growth ETF 3.5 100 -32 3.9 +0.5
GURU Global X Guru Index ETF 3.5 75 -7 1.7 -1.6
ISCG iShares Morningstar Small-Cap Growth ETF 3.4 6 62 2.5 -0.9
VBK Vanguard Small-Cap Growth ETF 3.3 7 61 1.4 -1.9
SMOT VanEck Morningstar SMID Moat ETF 3.3 49 19 6.3 +2.9
TMFX Motley Fool Next Index ETF 3.2 50 18 3.0 -0.4
VEGN US Vegan Climate ETF 3.1 60 8 4.6 +1.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.1 95 -27 1.6 -1.8
EWN iShares MSCI Netherlands ETF 3.1 50 18 4.2 +0.9
SHE SPDR MSCI USA Gender Diversity ETF 3.1 20 48 4.9 +1.5
FMDE Fidelity Enhanced Mid Cap ETF 3.1 23 45 6.3 +2.9
KCE SPDR S&P Capital Markets ETF 3.0 35 33 6.9 +3.5
KONG Formidable Fortress ETF 3.0 89 -21 5.8 +2.4
FFLC Fidelity Fundamental Large Cap Core ETF 3.0 38 30 4.9 +1.5
KRUZ Unusual Whales Subversive Republican Trading ETF 3.0 75 -7 5.5 +2.2
CACG ClearBridge All Cap Growth ESG ETF 3.0 54 14 3.6 +0.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.0 75 -7 2.8 -0.6
IPOS Renaissance International IPO ETF 2.9 80 -12 -0.6 -3.9
IWP iShares Russell Mid-Cap Growth ETF 2.9 23 45 3.9 +0.6
HAPY Harbor Human Capital Factor Unconstrained ETF 2.8 50 18 4.8 +1.4
LRGE ClearBridge Large Cap Growth ESG ETF 2.8 59 9 3.5 +0.1
IWO iShares Russell 2000 Growth ETF 2.8 24 44 1.5 -1.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.7 60 8 4.3 +1.0
IXG iShares Global Financials ETF 2.7 42 26 6.6 +3.3
WGMI Valkyrie Bitcoin Miners ETF 2.7 75 -7 -7.1 -10.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.7 80 -12 5.9 +2.6
CAML Congress Large Cap Growth ETF 2.7 66 2 3.1 -0.3
INCE Franklin Income Equity Focus ETF 2.7 29 39 5.7 +2.4
FMIL Fidelity New Millennium ETF 2.6 59 9 4.5 +1.2
JEPI JPMorgan Equity Premium Income ETF 2.6 35 33 5.3 +2.0
DFNV Donoghue Forlines Innovation ETF 2.6 69 -1 4.6 +1.3
MTUM iShares MSCI USA Momentum Factor ETF 2.6 15 53 3.7 +0.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.6 59 9 6.8 +3.4
XNTK SPDR NYSE Technology ETF 2.6 35 33 3.7 +0.3
FLDZ RiverNorth Patriot ETF 2.5 75 -7 5.7 +2.3
FYC First Trust Small Cap Growth AlphaDEX Fund 2.5 71 -3 1.0 -2.4
GDIV Harbor Dividend Growth Leaders ETF 2.5 50 18 5.6 +2.2
VXF Vanguard Extended Market ETF 2.5 6 62 4.0 +0.7
VTWG Vanguard Russell 2000 Growth ETF 2.5 15 53 1.5 -1.9
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.5 57 11 3.7 +0.4
NULV Nuveen ESG Large-Cap Value ETF 2.5 26 42 7.0 +3.7
WLDR Affinity World Leaders Equity ETF 2.4 67 1 8.2 +4.8
IETC iShares U.S. Tech Independence Focused ETF 2.4 18 50 4.4 +1.1
OGIG ALPS O'Shares Global Internet Giants ETF 2.4 48 20 0.5 -2.8
ZECP Zacks Earnings Consistent Portfolio ETF 2.4 55 13 4.6 +1.3
BKWO BNY Mellon Women's Opportunities ETF 2.4 50 18 3.8 +0.5
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.4 60 8 4.7 +1.3
PSC Principal U.S. Small-Cap ETF 2.3 38 30 6.3 +2.9
CRTC Xtrackers US National Critical Technologies ETF 2.2 35 33 5.2 +1.8
USXF iShares ESG Advanced MSCI USA ETF 2.2 10 58 5.1 +1.8
FDMO Fidelity Momentum Factor ETF 2.2 15 53 4.0 +0.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.2 64 4 2.1 -1.2
QDF FlexShares Quality Dividend Index Fund 2.2 37 31 4.4 +1.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.2 65 3 3.6 +0.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.2 65 3 5.1 +1.8
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 2.2 86 -18 1.5 -1.8
TPHD Timothy Plan High Dividend Stock ETF 2.1 52 16 6.3 +3.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.1 54 14 6.3 +2.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.1 9 59 4.0 +0.7
VOE Vanguard Mid-Cap Value ETF 2.1 7 61 7.4 +4.0
XHS SPDR S&P Health Care Services ETF 2.1 35 33 6.2 +2.9
JAVA JPMorgan Active Value ETF 2.1 44 24 6.1 +2.8
EQWL Invesco S&P 100 Equal Weight ETF 2.1 25 43 6.6 +3.3
FTGS First Trust Growth Strength ETF 2.1 60 8 5.6 +2.2
IWR iShares Russell Midcap ETF 2.1 19 49 5.7 +2.3
SPMV Invesco S&P 500 Minimum Variance ETF 2.0 10 58 5.5 +2.1
FDG American Century Focused Dynamic Growth ETF 2.0 45 23 2.5 -0.9
IMCG iShares Morningstar Mid-Cap Growth ETF 2.0 6 62 4.3 +1.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.0 58 10 4.7 +1.3
PDP Invesco Dorsey Wright Momentum ETF 2.0 62 6 3.4 +0.0
VGT Vanguard Information Technology ETF 2.0 10 58 4.3 +1.0
SPHQ Invesco S&P 500 Quality ETF 2.0 15 53 5.6 +2.2
SPHB Invesco S&P 500 High Beta ETF 1.9 25 43 3.8 +0.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.9 20 48 5.4 +2.1
SFYX SoFi Next 500 ETF 1.9 0 68 5.1 +1.7
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 23 5.0 +1.7
VNSE Natixis Vaughan Nelson Select ETF 1.9 80 -12 3.2 -0.2
TDIV First Trust NASDAQ Technology Dividend Index Fund 1.9 50 18 5.1 +1.7
ISCB iShares Morningstar Small-Cap ETF 1.9 4 64 5.2 +1.8
ADME Aptus Drawdown Managed Equity ETF 1.9 79 -11 4.1 +0.8
RSSL Global X Russell 2000 ETF 1.9 8 60 3.1 -0.3
IYW iShares U.S. Technology ETF 1.9 40 28 4.2 +0.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.9 35 33 4.9 +1.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.9 4 64 6.0 +2.6
BTHM BlackRock Future U.S. Themes ETF 1.9 60 8 4.0 +0.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.9 15 53 4.6 +1.2
XLK Technology Select Sector SPDR Fund 1.9 9 59 4.6 +1.3
WOMN Impact Shares YWCA Women's Empowerment ETF 1.8 75 -7 4.8 +1.4
DIVB iShares Core Dividend ETF 1.8 5 63 7.9 +4.6
IWM iShares Russell 2000 ETF 1.8 19 49 3.5 +0.2
QQMG Invesco ESG NASDAQ 100 ETF 1.8 20 48 4.5 +1.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.8 9 59 6.0 +2.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.8 39 29 4.5 +1.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.8 15 53 4.8 +1.4
IWS iShares Russell Mid-Cap Value ETF 1.8 23 45 6.5 +3.2
EUFN iShares MSCI Europe Financials ETF 1.8 51 17 8.0 +4.6
TTAC FCF US Quality ETF 1.8 59 9 6.2 +2.8
QDEF FlexShares Quality Dividend Defensive Index Fund 1.8 37 31 4.3 +0.9
IGM iShares Expanded Tech Sector ETF 1.8 41 27 4.2 +0.9
ACVF American Conservative Values ETF 1.8 75 -7 4.3 +0.9
EWI iShares MSCI Italy ETF 1.8 50 18 8.2 +4.8
JHDV John Hancock U.S. High Dividend ETF 1.7 34 34 6.3 +2.9
IJT iShares S&P Small-Cap 600 Growth ETF 1.7 18 50 6.5 +3.1
IMCB iShares Morningstar Mid-Cap ETF 1.7 4 64 6.2 +2.9
FBZ First Trust Brazil AlphaDEX Fund 1.7 80 -12 11.6 +8.3
NUMG Nuveen ESG Mid-Cap Growth ETF 1.7 31 37 3.8 +0.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.7 75 -7 4.1 +0.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.7 20 48 4.4 +1.1
SLYG SPDR S&P 600 Small Cap Growth ETF 1.7 15 53 6.5 +3.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.7 15 53 6.2 +2.9
ITAN Sparkline Intangible Value ETF 1.7 50 18 6.4 +3.1
EUSA iShares MSCI USA Equal Weighted ETF 1.7 9 59 6.0 +2.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.7 60 8 5.5 +2.1
DSTX Distillate International Fundamental Stability & Value ETF 1.6 55 13 8.4 +5.0
ITEQ BlueStar Israel Technology ETF 1.6 75 -7 1.4 -2.0
SIZE iShares MSCI USA Size Factor ETF 1.6 15 53 5.9 +2.6
FTEC Fidelity MSCI Information Technology Index ETF 1.6 8 60 4.4 +1.0
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.6 40 28 5.3 +1.9
VO Vanguard Mid-Cap ETF 1.6 4 64 5.9 +2.5
LCF Touchstone US Large Cap Focused ETF 1.6 69 -1 4.2 +0.9
ETHO Etho Climate Leadership U.S. ETF 1.6 47 21 3.6 +0.2
QLC FlexShares US Quality Large Cap Index Fund 1.6 25 43 5.4 +2.0
ULVM VictoryShares US Value Momentum ETF 1.6 20 48 7.4 +4.1
VFMO Vanguard U.S. Momentum Factor ETF 1.6 13 55 2.3 -1.1
QQQN VictoryShares Nasdaq Next 50 ETF 1.6 18 50 4.2 +0.9
CVAR Cultivar ETF 1.6 87 -19 7.3 +4.0
QQQ Invesco QQQ Trust Series I 1.6 20 48 4.3 +1.0
QQQM Invesco NASDAQ 100 ETF 1.6 15 53 4.4 +1.0
KLDW Knowledge Leaders Developed World ETF 1.6 75 -7 4.8 +1.4
BTEK Future Tech ETF 1.6 88 -20 1.9 -1.4
LEAD Siren DIVCON Leaders Dividend ETF 1.6 43 25 5.1 +1.8
FDWM Fidelity Women's Leadership ETF 1.6 59 9 4.9 +1.5
JGLO JPMorgan Global Select Equity ETF 1.6 33 35 4.3 +0.9
SRHQ SRH U.S. Quality ETF 1.5 35 33 7.9 +4.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.5 15 53 6.7 +3.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.5 60 8 4.0 +0.6
GGRW Gabelli Growth Innovators ETF 1.5 90 -22 2.4 -1.0
CGGR Capital Group Growth ETF 1.5 39 29 3.4 +0.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.5 52 16 5.5 +2.2
VB Vanguard Small-Cap ETF 1.5 5 63 5.3 +1.9
SCHG Schwab U.S. Large-Cap Growth ETF 1.5 4 64 4.2 +0.8
DFAS Dimensional U.S. Small Cap ETF 1.5 26 42 5.9 +2.6
LVOL American Century Low Volatility ETF 1.5 29 39 4.9 +1.5
VTWO Vanguard Russell 2000 ETF 1.5 10 58 3.5 +0.1
ISRA VanEck Israel ETF 1.5 59 9 8.1 +4.7
SUSL iShares ESG MSCI USA Leaders ETF 1.5 10 58 5.1 +1.7
SUSA iShares MSCI USA ESG Select ETF 1.4 25 43 5.1 +1.7
EGUS iShares ESG Aware MSCI USA Growth ETF 1.4 18 50 4.2 +0.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.4 17 51 5.3 +2.0
LCLG Logan Capital Broad Innovative Growth ETF 1.4 99 -31 4.6 +1.2
PWV Invesco Large Cap Value ETF 1.4 55 13 8.1 +4.7
FNX First Trust Mid Cap Core AlphaDEX Fund 1.4 60 8 7.0 +3.6
LRND IQ U.S. Large Cap R&D Leaders ETF 1.4 14 54 5.7 +2.3
RPG Invesco S&P 500 Pure Growth ETF 1.4 35 33 3.3 -0.0
NULC Nuveen ESG Large-Cap ETF 1.4 21 47 5.5 +2.1
JOET Virtus Terranova US Quality Momentum ETF 1.4 29 39 5.0 +1.7
IMCV iShares Morningstar Mid-Cap Value ETF 1.4 6 62 8.2 +4.8
JMOM JPMorgan U.S. Momentum Factor ETF 1.4 12 56 4.7 +1.3
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 1.4 35 33 5.0 +1.6
IJR iShares Core S&P Small Cap ETF 1.4 6 62 7.7 +4.3
STXK Strive Small-Cap ETF 1.4 18 50 5.1 +1.8
FKU First Trust United Kingdom AlphaDEX Fund 1.4 80 -12 6.9 +3.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.4 10 58 5.1 +1.7
VOT Vanguard Mid-Cap Growth ETF 1.4 7 61 4.1 +0.7
ESGV Vanguard ESG U.S. Stock ETF 1.4 9 59 4.9 +1.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.4 9 59 4.7 +1.4
FFTY Innovator IBD 50 ETF 1.4 80 -12 1.2 -2.2
SNPV Xtrackers S&P 500 Value ESG ETF 1.4 15 53 6.7 +3.3
IWC iShares Micro-Cap ETF 1.4 60 8 -3.8 -7.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.4 15 53 4.7 +1.3
XJR iShares ESG Screened S&P Small-Cap ETF 1.4 12 56 7.5 +4.1
JHSC John Hancock Multifactor Small Cap ETF 1.4 42 26 7.0 +3.6
REVS Columbia Research Enhanced Value ETF 1.4 19 49 7.7 +4.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.4 3 65 7.7 +4.4
DFLV Dimensional US Large Cap Value ETF 1.4 22 46 7.8 +4.5
BUYZ Franklin Disruptive Commerce ETF 1.4 50 18 2.1 -1.3
VFVA Vanguard U.S. Value Factor ETF 1.4 13 55 10.7 +7.3
SKYY First Trust Cloud Computing ETF 1.4 60 8 3.5 +0.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.3 65 3 8.0 +4.7
CGGO Capital Group Global Growth Equity ETF 1.3 47 21 4.4 +1.1
STXD Strive 1000 Dividend Growth ETF 1.3 35 33 5.0 +1.7
QGRW WisdomTree U.S. Quality Growth Fund 1.3 28 40 4.5 +1.2
CFA VictoryShares US 500 Volatility Wtd ETF 1.3 35 33 5.9 +2.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.3 40 28 5.9 +2.5
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 64 5.2 +1.9
DFSU Dimensional US Sustainability Core 1 ETF 1.3 18 50 5.5 +2.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 60 5.0 +1.6
STXG Strive 1000 Growth ETF 1.3 18 50 4.1 +0.7
FSMD Fidelity Small-Mid Multifactor ETF 1.3 15 53 7.4 +4.0
GVLU Gotham 1000 Value ETF 1.3 50 18 7.7 +4.3
ONEQ Fidelity Nasdaq Composite Index ETF 1.3 21 47 3.7 +0.3
VUG Vanguard Growth ETF 1.3 4 64 4.0 +0.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 61 5.0 +1.7
FSZ First Trust Switzerland AlphaDEX Fund 1.3 80 -12 3.9 +0.5
FLN First Trust Latin America AlphaDEX Fund 1.3 80 -12 9.3 +5.9
TMFC Motley Fool 100 Index ETF 1.3 50 18 3.6 +0.2
IXN iShares Global Tech ETF 1.3 41 27 3.9 +0.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.3 15 53 8.0 +4.6
MOTE VanEck Morningstar ESG Moat ETF 1.3 49 19 5.3 +2.0
TTAI FCF International Quality ETF 1.3 59 9 6.4 +3.0
ILCG iShares Morningstar Growth ETF 1.3 4 64 3.8 +0.5
SCHA Schwab U.S. Small-Cap ETF 1.2 4 64 4.7 +1.3
COWS Amplify Cash Flow Dividend Leaders ETF 1.2 0 68 11.4 +8.1
IHF iShares U.S. Healthcare Providers ETF 1.2 40 28 6.2 +2.9
JGRO JPMorgan Active Growth ETF 1.2 44 24 3.3 -0.0
SPMO Invesco S&P 500 Momentum ETF 1.2 13 55 3.6 +0.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.2 10 58 5.2 +1.9
FSST Fidelity Sustainable U.S. Equity ETF 1.2 59 9 2.8 -0.6
RSP Invesco S&P 500 Equal Weight ETF 1.2 20 48 6.2 +2.8
FYX First Trust Small Cap Core AlphaDEX Fund 1.2 61 7 6.2 +2.8
APUE ActivePassive U.S. Equity ETF 1.2 45 23 4.8 +1.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 61 5.6 +2.3
SFY SoFi Select 500 ETF 1.2 0 68 4.5 +1.2
VONV Vanguard Russell 1000 Value ETF 1.2 8 60 6.6 +3.3
BFOR ALPS Barron's 400 ETF 1.2 65 3 6.5 +3.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.2 14 54 5.0 +1.7
VIOO Vanguard S&P Small-Cap 600 ETF 1.2 10 58 7.7 +4.4
VTHR Vanguard Russell 3000 ETF 1.2 10 58 4.9 +1.6
DSI iShares MSCI KLD 400 Social ETF 1.2 25 43 5.0 +1.7
OALC OneAscent Large Cap Core ETF 1.2 86 -18 4.4 +1.0
IWD iShares Russell 1000 Value ETF 1.2 19 49 6.5 +3.2
JVAL JPMorgan U.S. Value Factor ETF 1.2 12 56 8.2 +4.8
VONE Vanguard Russell 1000 ETF 1.2 8 60 5.1 +1.7
VTI Vanguard Total Stock Market ETF 1.1 3 65 4.9 +1.6
FEX First Trust Large Cap Core AlphaDEX Fund 1.1 59 9 5.9 +2.6
VIG Vanguard Dividend Appreciation ETF 1.1 6 62 5.7 +2.4
MGK Vanguard Mega Cap Growth ETF 1.1 7 61 4.0 +0.7
RECS Columbia Research Enhanced Core ETF 1.1 15 53 5.5 +2.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.1 10 58 4.4 +1.1
DFUS Dimensional U.S. Equity ETF 1.1 9 59 5.0 +1.6
SURE AdvisorShares Insiders Advantage ETF 1.1 90 -22 10.0 +6.6
VV Vanguard Large-Cap ETF 1.1 4 64 5.1 +1.7
FELV Fidelity Enhanced Large Cap Value ETF 1.1 18 50 6.5 +3.1
IWV iShares Russell 3000 ETF 1.1 20 48 4.8 +1.5
VONG Vanguard Russell 1000 Growth ETF 1.1 8 60 4.7 +1.3
EES WisdomTree U.S. SmallCap Fund 1.1 38 30 9.9 +6.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.1 3 65 4.9 +1.6
DFUV Dimensional US Marketwide Value ETF 1.1 22 46 7.7 +4.3
ANEW ProShares MSCI Transformational Changes ETF 1.1 45 23 3.5 +0.1
FTA First Trust Large Cap Value AlphaDEX Fund 1.1 59 9 8.5 +5.1
FBCG Fidelity Blue Chip Growth ETF 1.1 59 9 2.6 -0.8
IYY iShares Dow Jones U.S. ETF 1.1 20 48 4.9 +1.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.1 52 16 5.4 +2.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.1 58 10 5.3 +1.9
ROE Astoria US Quality Kings ETF 1.1 49 19 7.7 +4.3
IWB iShares Russell 1000 ETF 1.1 15 53 4.9 +1.6
IJS iShares S&P Small-Cap 600 Value ETF 1.1 18 50 8.8 +5.5
SCHB Schwab U.S. Broad Market ETF 1.1 3 65 5.0 +1.6
IYF iShares U.S. Financials ETF 1.1 40 28 6.1 +2.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.1 11 57 5.0 +1.7
SCHK Schwab 1000 Index ETF 1.1 5 63 5.1 +1.7
SCHX Schwab U.S. Large-Cap ETF 1.1 3 65 5.1 +1.7
BKLC BNY Mellon US Large Cap Core Equity ETF 1.1 0 68 5.1 +1.8
ESGU iShares ESG Aware MSCI USA ETF 1.1 15 53 5.1 +1.7
GSPY Gotham Enhanced 500 ETF 1.1 50 18 5.1 +1.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 48 6.0 +2.7
PBUS Invesco MSCI USA ETF 1.1 4 64 5.0 +1.7
SLYV SPDR S&P 600 Small Cap Value ETF 1.1 15 53 8.8 +5.5
SQLV Royce Quant Small-Cap Quality Value ETF 1.1 60 8 8.2 +4.9
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.1 12 56 5.6 +2.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.1 70 -2 4.8 +1.4
SCHM Schwab U.S. Mid-Cap ETF 1.1 4 64 6.3 +2.9
PTL Inspire 500 ETF 1.1 9 59 5.6 +2.3
FTC First Trust Large Cap Growth AlphaDEX Fund 1.0 59 9 2.7 -0.6
EWA iShares MSCI Australia ETF 1.0 50 18 4.9 +1.5
ILCB iShares Morningstar U.S. Equity ETF 1.0 3 65 5.0 +1.7
STRV Strive 500 ETF 1.0 5 63 5.0 +1.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.0 7 61 5.0 +1.6
PSCF Invesco S&P SmallCap Financials ETF 1.0 29 39 9.7 +6.3
FNDA Schwab Fundamental US Small Co. Index ETF 1.0 25 43 6.5 +3.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.0 35 33 6.7 +3.3
SMMD iShares Russell 2500 ETF 1.0 15 53 5.9 +2.6
IWF iShares Russell 1000 Growth ETF 1.0 19 49 4.5 +1.2
SYLD Cambria Shareholder Yield ETF 1.0 59 9 11.4 +8.1
DFAU Dimensional US Core Equity Market ETF 1.0 12 56 5.2 +1.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.0 2 66 5.1 +1.7
NUDV Nuveen ESG Dividend ETF 1.0 26 42 7.4 +4.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.0 25 43 5.5 +2.1
DFAC Dimensional U.S. Core Equity 2 ETF 1.0 17 51 5.5 +2.1
ALTL Pacer Lunt Large Cap Alternator ETF 1.0 60 8 5.0 +1.7
SPLV Invesco S&P 500 Low Volatility ETF 1.0 25 43 5.4 +2.0
FELC Fidelity Enhanced Large Cap Core ETF 1.0 18 50 5.4 +2.0
SPXV ProShares S&P 500 Ex-Health Care ETF 1.0 9 59 4.8 +1.4
VOTE TCW Transform 500 ETF 1.0 5 63 5.0 +1.6
MGC Vanguard Mega Cap ETF 1.0 7 61 4.9 +1.5
JQUA JPMorgan U.S. Quality Factor ETF 1.0 12 56 5.9 +2.5
EPS WisdomTree U.S. LargeCap Fund 1.0 8 60 6.0 +2.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.0 25 43 5.5 +2.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 48 5.1 +1.7
XVV iShares ESG Screened S&P 500 ETF 1.0 8 60 4.9 +1.5
VOOV Vanguard S&P 500 Value ETF 1.0 10 58 6.6 +3.3
AVSC Avantis U.S Small Cap Equity ETF 1.0 25 43 4.9 +1.5
JHML John Hancock Multifactor Large Cap ETF 1.0 29 39 5.4 +2.1
EQAL Invesco Russell 1000 Equal Weight ETF 1.0 20 48 5.8 +2.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -7 7.4 +4.0
IYG iShares US Financial Services ETF 1.0 40 28 5.7 +2.4
NTZG Nuveen Global Net Zero Transition ETF 1.0 56 12 4.6 +1.2
VOOG Vanguard S&P 500 Growth ETF 1.0 10 58 4.4 +1.0
AIEQ AI Powered Equity ETF 1.0 75 -7 3.1 -0.3
VOO Vanguard S&P 500 ETF 1.0 3 65 5.2 +1.8
PY Principal Value ETF 1.0 15 53 7.4 +4.0
RVRB Reverb ETF 1.0 30 38 4.8 +1.4
MGV Vanguard Mega Cap Value ETF 1.0 7 61 6.7 +3.3
IVE iShares S&P 500 Value ETF 0.9 18 50 6.6 +3.2
VTV Vanguard Value ETF 0.9 4 64 6.8 +3.5
SPYV SPDR Portfolio S&P 500 Value ETF 0.9 4 64 6.7 +3.3
PFM Invesco Dividend Achievers ETF 0.9 53 15 5.5 +2.1
FEZ SPDR EURO STOXX 50 ETF 0.9 29 39 6.2 +2.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.9 10 58 4.5 +1.1
FLEU Franklin FTSE Eurozone ETF 0.9 9 59 6.7 +3.3
VSLU Applied Finance Valuation Large Cap ETF 0.9 49 19 5.5 +2.1
JHMM John Hancock Multifactor Mid Cap ETF 0.9 42 26 6.5 +3.1
DEUS Xtrackers Russell US Multifactor ETF 0.9 17 51 7.1 +3.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.9 20 48 4.8 +1.5
SPXE ProShares S&P 500 Ex-Energy ETF 0.9 9 59 4.9 +1.6
NANC Unusual Whales Subversive Democratic Trading ETF 0.9 75 -7 3.7 +0.3
KRMA Global X Conscious Companies ETF 0.9 43 25 5.6 +2.3
IUSV iShares Core S&P US Value ETF 0.9 4 64 6.8 +3.4
CATH Global X S&P 500 Catholic Values Custom ETF 0.9 29 39 4.9 +1.6
TOK iShares MSCI Kokusai ETF 0.9 26 42 5.1 +1.7
GDEF Goldman Sachs Defensive Equity ETF 0.9 55 13 4.8 +1.4
ONEO SPDR Russell 1000 Momentum Focus ETF 0.9 20 48 7.2 +3.8
IVV iShares Core S&P 500 ETF 0.9 3 65 5.1 +1.7
SPY SPDR S&P 500 ETF Trust 0.9 9 59 5.0 +1.6
IVW iShares S&P 500 Growth ETF 0.9 18 50 4.3 +0.9
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 64 4.4 +1.1
SPLG SPDR Portfolio S&P 500 ETF 0.9 2 66 5.1 +1.7
QVML Invesco S&P 500 QVM Multi-factor ETF 0.9 11 57 4.8 +1.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.9 12 56 4.6 +1.2
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.9 70 -2 3.6 +0.3
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.9 3 65 5.2 +1.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.9 20 48 4.9 +1.5
ISMD Inspire Small/Mid Cap ETF 0.9 54 14 5.9 +2.6
JSTC Adasina Social Justice All Cap Global ETF 0.9 89 -21 4.9 +1.5
FUNL CornerCap Fundametrics Large-Cap ETF 0.9 50 18 7.0 +3.6
IWN iShares Russell 2000 Value ETF 0.9 24 44 5.4 +2.1
URTH iShares MSCI World ETF 0.9 24 44 5.2 +1.8
KOKU Xtrackers MSCI Kokusai Equity ETF 0.9 9 59 5.3 +1.9
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.9 47 21 9.4 +6.1
IUS Invesco RAFI Strategic US ETF 0.8 19 49 7.1 +3.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.8 29 39 6.1 +2.7
METV Roundhill Ball Metaverse ETF 0.8 59 9 3.1 -0.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 59 5.5 +2.1
WCEO Hypatia Women CEO ETF 0.8 85 -17 4.9 +1.5
IWY iShares Russell Top 200 Growth ETF 0.8 20 48 4.7 +1.3
MOTI VanEck Morningstar International Moat ETF 0.8 58 10 6.0 +2.7
ILCV iShares Morningstar Value ETF 0.8 4 64 6.4 +3.1
IWL iShares Russell Top 200 ETF 0.8 15 53 4.8 +1.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.8 12 56 8.3 +4.9
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 64 4.5 +1.1
TPSC Timothy Plan US Small Cap Core ETF 0.8 52 16 7.1 +3.8
IQDE FlexShares International Quality Dividend Defensive Index ET 0.8 47 21 8.0 +4.6
IWX iShares Russell Top 200 Value ETF 0.8 20 48 6.5 +3.1
RAFE PIMCO RAFI ESG U.S. ETF 0.8 29 39 7.0 +3.7
VT Vanguard Total World Stock ETF 0.8 7 61 5.6 +2.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.8 32 36 4.9 +1.5
EVUS iShares ESG Aware MSCI USA Value ETF 0.8 18 50 6.7 +3.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.8 35 33 6.8 +3.5
FPXI First Trust International Equity Opportunities ETF 0.8 70 -2 3.8 +0.4
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.8 42 26 6.8 +3.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.8 15 53 8.9 +5.6
PRF Invesco FTSE RAFI US 1000 ETF 0.8 39 29 7.1 +3.7
SPXT ProShares S&P 500 Ex-Technology ETF 0.8 9 59 5.5 +2.1
NUSC Nuveen ESG Small-Cap ETF 0.8 31 37 5.3 +2.0
DEEP Roundhill Acquirers Deep Value ETF 0.8 80 -12 15.1 +11.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 48 6.4 +3.0
ACWI iShares MSCI ACWI ETF 0.8 32 36 5.3 +1.9
OEF iShares S&P 100 ETF 0.8 20 48 4.8 +1.4
WRND IQ Global Equity R&D Leaders ETF 0.8 18 50 6.7 +3.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.8 25 43 7.7 +4.3
FLQL Franklin LibertyQ U.S. Equity ETF 0.8 15 53 5.6 +2.2
FXO First Trust Financials AlphaDEX Fund 0.7 62 6 8.5 +5.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.7 12 56 4.7 +1.3
GLOF iShares Global Equity Factor ETF 0.7 20 48 6.9 +3.6
IZRL ARK Israel Innovative Technology ETF 0.7 49 19 2.1 -1.3
MOTG VanEck Morningstar Global Wide Moat ETF 0.7 52 16 5.7 +2.3
IDHQ Invesco S&P International Developed High Quality ETF 0.7 29 39 5.9 +2.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.7 9 59 5.5 +2.1
IQLT iShares MSCI Intl Quality Factor ETF 0.7 30 38 5.7 +2.3
EPP iShares MSCI Pacific ex-Japan ETF 0.7 47 21 5.1 +1.7
BLES Inspire Global Hope ETF 0.7 61 7 6.3 +2.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.7 35 33 6.3 +3.0
SNPE Xtrackers S&P 500 ESG ETF 0.7 10 58 5.1 +1.7
VFMF Vanguard U.S. Multifactor ETF 0.7 18 50 8.7 +5.3
DARP Grizzle Growth ETF 0.7 75 -7 3.4 +0.0
IVES Wedbush ETFMG Global Cloud Technology ETF 0.7 68 0 1.5 -1.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 44 7.4 +4.1
ESIX SPDR S&P SmallCap 600 ESG ETF 0.7 12 56 7.9 +4.5
FNDB Schwab Fundamental US Broad Market Index ETF 0.7 25 43 6.9 +3.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.7 49 19 4.9 +1.5
FDLO Fidelity Low Volatility Factor ETF 0.7 15 53 5.3 +1.9
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.7 80 -12 8.0 +4.6
NUMV Nuveen ESG Mid-Cap Value ETF 0.7 31 37 7.1 +3.8
ISZE iShares MSCI Intl Size Factor ETF 0.6 30 38 6.6 +3.2
GWX SPDR S&P International Small Cap ETF 0.6 40 28 6.0 +2.7
FELG Fidelity Enhanced Large Cap Growth ETF 0.6 18 50 4.6 +1.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.6 25 43 7.0 +3.6
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.6 86 -18 1.8 -1.5
PTF Invesco Dorsey Wright Technology Momentum ETF 0.6 60 8 0.6 -2.8
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 30 8.4 +5.1
SSLY Syntax Stratified SmallCap ETF 0.6 40 28 7.3 +3.9
DMXF iShares ESG Advanced MSCI EAFE ETF 0.6 12 56 4.9 +1.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.6 15 53 7.0 +3.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.6 18 50 5.8 +2.5
VFQY Vanguard U.S. Quality Factor ETF 0.6 13 55 7.4 +4.0
AVUS Avantis U.S. Equity ETF 0.6 15 53 5.8 +2.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.6 65 3 1.2 -2.2
BOTZ Global X Robotics & Artificial Intelligence ETF 0.6 69 -1 2.3 -1.1
TIME Clockwise Core Equity & Innovation ETF 0.6 95 -27 1.3 -2.1
WISE Themes Generative Artificial Intelligence ETF 0.6 35 33 2.1 -1.2
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.6 35 33 6.3 +2.9
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.6 38 30 5.8 +2.5
DIV Global X SuperDividend US ETF 0.6 45 23 8.1 +4.8
ZIG Acquirers Fund 0.6 84 -16 14.3 +11.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.6 38 30 6.8 +3.5
SDY SPDR S&P Dividend ETF 0.6 35 33 6.2 +2.9
EFG iShares MSCI EAFE Growth ETF 0.6 36 32 4.1 +0.7
MAGA Point Bridge America First ETF 0.6 72 -4 6.4 +3.1
IEDI iShares U.S. Consumer Focused ETF 0.6 18 50 5.0 +1.6
OSCV Opus Small Cap Value ETF 0.6 79 -11 6.3 +2.9
SCAP InfraCap Small Cap Income ETF 0.6 135 -67 8.3 +4.9
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 48 6.2 +2.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.6 15 53 9.7 +6.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.6 67 1 9.5 +6.2
DGT SPDR Global Dow ETF 0.6 50 18 6.5 +3.1
DGRO iShares Core Dividend Growth ETF 0.5 8 60 6.5 +3.2
FLRG Fidelity U.S. Multifactor ETF 0.5 15 53 7.5 +4.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.5 60 8 0.0 -3.4
HAPI Harbor Human Capital Factor US Large Cap ETF 0.5 36 32 4.6 +1.2
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 38 5.8 +2.4
EZU iShares MSCI Eurozone ETF 0.5 52 16 6.1 +2.7
AFSM First Trust Active Factor Small Cap ETF 0.5 75 -7 7.0 +3.7
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.5 47 21 8.6 +5.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.5 45 23 6.4 +3.0
LRGF iShares U.S. Equity Factor ETF 0.5 8 60 5.7 +2.4
VLU SPDR S&P 1500 Value Tilt ETF 0.5 12 56 7.1 +3.8
STXV Strive 1000 Value ETF 0.5 18 50 7.8 +4.4
USMV iShares MSCI USA Min Vol Factor ETF 0.5 15 53 5.8 +2.5
RWL Invesco S&P 500 Revenue ETF 0.5 39 29 6.7 +3.4
XSHQ Invesco S&P SmallCap Quality ETF 0.5 29 39 8.9 +5.6
SCHV Schwab U.S. Large-Cap Value ETF 0.5 4 64 6.6 +3.3
JRNY ALPS Global Travel Beneficiaries ETF 0.5 65 3 -1.2 -4.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.5 18 50 7.5 +4.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 29 9.4 +6.0
SDIV Global X Superdividend ETF 0.5 58 10 14.8 +11.4
AFLG First Trust Active Factor Large Cap ETF 0.5 55 13 6.1 +2.7
DFIS Dimensional International Small Cap ETF 0.5 39 29 6.3 +2.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.5 25 43 5.7 +2.3
HDUS Hartford Disciplined US Equity ETF 0.5 19 49 6.0 +2.6
QUS SPDR MSCI USA StrategicFactors ETF 0.5 15 53 5.8 +2.5
SSPY Syntax Stratified LargeCap ETF 0.5 30 38 6.5 +3.2
DFAT Dimensional U.S. Targeted Value ETF 0.5 28 40 8.3 +4.9
EZM WisdomTree U.S. MidCap Fund 0.5 38 30 8.0 +4.6
FLEE Franklin FTSE Europe ETF 0.5 9 59 6.7 +3.4
DTD WisdomTree U.S. Total Dividend Fund 0.5 28 40 6.3 +2.9
VTWV Vanguard Russell 2000 Value ETF 0.5 15 53 5.3 +1.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 26 5.0 +1.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.5 30 38 4.6 +1.2
BBEU JPMorgan BetaBuilders Europe ETF 0.5 9 59 6.7 +3.4
IEV iShares Europe ETF 0.4 67 1 6.0 +2.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 49 6.4 +3.0
DLN WisdomTree U.S. LargeCap Dividend Fund 0.4 28 40 6.0 +2.7
VGK Vanguard FTSE Europe ETF 0.4 11 57 6.5 +3.1
SPXN ProShares S&P 500 Ex-Financials ETF 0.4 9 59 5.0 +1.7
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -12 4.8 +1.4
VLUE iShares MSCI USA Value Factor ETF 0.4 15 53 10.5 +7.2
VIDI Vident International Equity Strategy ETF 0.4 61 7 11.4 +8.0
IMFL Invesco International Developed Dynamic Multifactor ETF 0.4 34 34 10.4 +7.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 48 8.0 +4.7
DGRW WisdomTree US Quality Dividend Growth Fund 0.4 28 40 6.0 +2.6
DFSV Dimensional US Small Cap Value ETF 0.4 31 37 8.9 +5.5
HLGE Hartford Longevity Economy ETF 0.4 44 24 5.9 +2.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.4 15 53 5.5 +2.1
SPEU SPDR Portfolio Europe ETF 0.4 7 61 6.4 +3.1
HLAL Wahed FTSE USA Shariah ETF 0.4 50 18 4.6 +1.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.4 39 29 8.9 +5.5
EWL iShares MSCI Switzerland ETF 0.4 50 18 4.0 +0.6
IQSI IQ Candriam International Equity ETF 0.4 15 53 6.2 +2.8
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 0 3.7 +0.3
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.4 60 8 0.4 -2.9
ESGD iShares ESG Aware MSCI EAFE ETF 0.4 20 48 6.2 +2.9
WBIY WBI Power Factor High Dividend ETF 0.4 100 -32 10.7 +7.3
BCDF Horizon Kinetics Blockchain Development ETF 0.4 85 -17 5.0 +1.6
QINT American Century Quality Diversified International ETF 0.4 39 29 7.4 +4.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.4 46 22 6.3 +3.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.4 24 44 7.8 +4.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 53 7.0 +3.6
INTF iShares International Equity Factor ETF 0.3 15 53 7.7 +4.4
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.3 20 48 5.9 +2.5
IEUR iShares Core MSCI Europe ETF 0.3 11 57 6.5 +3.1
PFI Invesco Dorsey Wright Financial Momentum ETF 0.3 60 8 5.8 +2.4
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.3 35 33 6.0 +2.6
FEM First Trust Emerging Markets AlphaDEX Fund 0.3 80 -12 13.5 +10.1
SCHC Schwab International Small-Cap Equity ETF 0.3 11 57 6.1 +2.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 30 7.7 +4.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 33 10.3 +6.9
DIVI Franklin International Core Dividend Tilt Index ETF 0.3 9 59 7.4 +4.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 29 7.5 +4.1
HKND Humankind US Stock ETF 0.3 11 57 7.1 +3.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.3 79 -11 5.7 +2.3
HFXI IQ FTSE International Equity Currency Neutral ETF 0.3 20 48 6.6 +3.2
VEA Vanguard FTSE Developed Markets ETF 0.3 5 63 6.7 +3.3
SCHF Schwab International Equity ETF 0.3 6 62 6.9 +3.6
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 43 9.5 +6.1
VSGX Vanguard ESG International Stock ETF 0.3 12 56 6.3 +2.9
DFSI Dimensional International Sustainability Core 1 ETF 0.3 24 44 6.0 +2.6
EFA iShares MSCI EAFE ETF 0.3 35 33 6.3 +2.9
VALQ American Century U.S. Quality Value ETF 0.3 29 39 7.5 +4.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 56 6.7 +3.3
IEFA iShares Core MSCI EAFE ETF 0.3 7 61 6.5 +3.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 39 7.1 +3.8
BOUT Innovator IBD Breakout Opportunities ETF 0.3 81 -13 2.8 -0.5
SMDY Syntax Stratified MidCap ETF 0.3 35 33 5.7 +2.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.3 49 19 6.3 +3.0
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 64 6.6 +3.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 53 7.0 +3.6
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 50 7.7 +4.4
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 43 6.7 +3.4
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 62 7.9 +4.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.3 3 65 6.6 +3.3
VYM Vanguard High Dividend Yield Index ETF 0.3 6 62 7.2 +3.8
VIS Vanguard Industrials ETF 0.3 10 58 4.5 +1.1
IJH iShares Core S&P Mid-Cap ETF 0.3 5 63 6.7 +3.3
MDY SPDR S&P Midcap 400 ETF Trust 0.3 23 45 6.5 +3.1
MDYV SPDR S&P 400 Mid Cap Value ETF 0.3 15 53 7.8 +4.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.3 15 53 7.8 +4.5
FIDU Fidelity MSCI Industrial Index ETF 0.3 8 60 4.8 +1.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.3 3 65 6.7 +3.3
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 48 6.4 +3.1
IJK iShares S&P Mid-Cap 400 Growth ETF 0.3 17 51 5.7 +2.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.3 10 58 6.7 +3.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.3 15 53 5.8 +2.4
FLSW Franklin FTSE Switzerland ETF 0.3 9 59 5.0 +1.7
SQEW LeaderShares Equity Skew ETF 0.3 81 -13 3.8 +0.4
JSML Janus Henderson Small Cap Growth Alpha ETF 0.3 30 38 7.4 +4.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.3 15 53 5.7 +2.4
SVAL iShares US Small Cap Value Factor ETF 0.3 20 48 11.0 +7.7
IPAC iShares Core MSCI Pacific ETF 0.3 9 59 6.6 +3.2
FLGB Franklin FTSE United Kingdom ETF 0.3 9 59 8.2 +4.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 39 9.4 +6.1
ROUS Hartford Multifactor US Equity ETF 0.3 19 49 6.9 +3.5
AVIV Avantis International Large Cap Value ETF 0.3 25 43 8.6 +5.2
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 28 6.1 +2.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.3 49 19 4.9 +1.6
TPIF Timothy Plan International ETF 0.2 62 6 6.4 +3.0
BKIE BNY Mellon International Equity ETF 0.2 4 64 6.7 +3.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 43 6.9 +3.5
FVD First Trust Value Line Dividend Index Fund 0.2 65 3 6.3 +3.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 29 6.9 +3.5
DFAI Dimensional International Core Equity Market ETF 0.2 18 50 6.8 +3.4
VXUS Vanguard Total International Stock ETF 0.2 7 61 6.7 +3.3
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 8 60 6.7 +3.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 32 6.3 +2.9
USMF WisdomTree U.S. Multifactor Fund 0.2 28 40 7.6 +4.2
EWU iShares MSCI United Kingdom ETF 0.2 50 18 7.9 +4.5
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 3 7.3 +4.0
DFIC Dimensional International Core Equity 2 ETF 0.2 23 45 7.3 +3.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 7 61 6.2 +2.8
VPL Vanguard FTSE Pacific ETF 0.2 8 60 6.7 +3.3
RNSC Furst Trust Small Cap US Equity Select ETF 0.2 60 8 7.4 +4.1
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 61 6.8 +3.4
JIG JPMorgan International Growth ETF 0.2 55 13 4.0 +0.6
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 34 6.5 +3.1
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 53 6.9 +3.5
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.2 30 38 6.6 +3.2
EQIN Columbia US Equity Income ETF 0.2 35 33 8.5 +5.1
SAGP Strategas Global Policy Opportunities ETF 0.2 65 3 5.3 +2.0
IQDF FlexShares International Quality Dividend Index Fund 0.2 47 21 8.6 +5.2
JIRE JPMorgan International Research Enhanced Equity ETF 0.2 24 44 6.6 +3.2
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.2 20 48 6.6 +3.2
EIS iShares MSCI Israel ETF 0.2 58 10 8.5 +5.1
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 45 8.6 +5.2
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 38 6.5 +3.1
IAK iShares U.S. Insurance ETF 0.2 40 28 6.5 +3.1
EBIZ Global X E-Commerce ETF 0.2 50 18 1.1 -2.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.2 30 38 6.8 +3.4
AVEM Avantis Emerging Markets Equity ETF 0.1 33 35 8.3 +4.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 27 6.4 +3.1
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.1 51 17 6.6 +3.2
CIL VictoryShares International Volatility Wtd ETF 0.1 45 23 6.7 +3.3
AVDE Avantis International Equity ETF 0.1 23 45 7.6 +4.2
DHS WisdomTree U.S. High Dividend Fund 0.1 38 30 8.4 +5.1
QQQS Invesco NASDAQ Future Gen 200 ETF 0.1 20 48 -9.3 -12.6
IWFH iShares Virtual Work and Life Multisector ETF 0.1 47 21 -4.2 -7.5
FEP First Trust Europe AlphaDEX Fund 0.1 80 -12 5.4 +2.0
ECNS iShares MSCI China Small-Cap ETF 0.1 59 9 13.5 +10.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 38 7.6 +4.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 18 4.3 +0.9
JPIN J.P. Morgan Diversified Return International Equity ETF 0.1 37 31 8.3 +4.9
VHT Vanguard Health Care ETF 0.1 10 58 5.4 +2.0
FHLC Fidelity MSCI Health Care Index ETF 0.1 8 60 5.6 +2.2
JHMD John Hancock Multifactor Developed International ETF 0.1 39 29 7.2 +3.9
VBR Vanguard Small Cap Value ETF 0.1 7 61 8.0 +4.7
FENI Fidelity Enhanced International ETF 0.1 28 40 7.8 +4.4
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 26 5.7 +2.4
QGRO American Century U.S. Quality Growth ETF 0.1 29 39 4.6 +1.3
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 53 5.1 +1.7
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.1 14 54 5.6 +2.2
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.1 39 29 11.6 +8.3
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 44 8.2 +4.8
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 38 6.2 +2.9
VIGI Vanguard International Dividend Appreciation ETF 0.1 15 53 5.6 +2.3
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 57 7.1 +3.7
IGRO iShares International Dividend Growth ETF 0.1 15 53 7.1 +3.7
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 48 10.0 +6.7
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 32 6.7 +3.4
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 10 8.3 +5.0
EFV iShares MSCI EAFE Value ETF 0.1 34 34 8.8 +5.4
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 61 7.0 +3.7
FLKR Franklin FTSE South Korea ETF 0.1 9 59 8.6 +5.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 23 8.4 +5.0
TGRW T. Rowe Price Growth Stock ETF 0.1 52 16 3.7 +0.3
IVLU iShares MSCI Intl Value Factor ETF 0.1 30 38 10.8 +7.4
RWK Invesco S&P MidCap 400 Revenue ETF 0.0 39 29 8.7 +5.4
DIHP Dimensional International High Profitability ETF 0.0 29 39 7.1 +3.8
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 11 3.2 -0.2
SCJ iShares MSCI Japan Small-Cap ETF 0.0 50 18 6.3 +2.9
AVDV Avantis International Small Cap Value ETF 0.0 36 32 7.5 +4.2
TXS Texas Capital Texas Equity Index ETF 0.0 49 19 5.2 +1.9
DISV Dimensional International Small Cap Value ETF 0.0 42 26 8.6 +5.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.0 35 33 7.2 +3.8
DFIV Dimensional International Value ETF 0.0 27 41 9.6 +6.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 29 7.1 +3.7
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 3 6.8 +3.5
GXC SPDR S&P China ETF 0.0 59 9 8.5 +5.2
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 18 4.7 +1.4
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 27 7.1 +3.8
SCHE Schwab Emerging Markets Equity ETF 0.0 11 57 6.9 +3.6
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 49 6.6 +3.2
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 9 8.7 +5.4
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 60 6.8 +3.5
CGUS Capital Group Core Equity ETF 0.0 33 35 4.5 +1.2
AVES Avantis Emerging Markets Value ETF 0.0 36 32 10.4 +7.0
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 33 6.9 +3.6
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 30 7.6 +4.3

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Global X FinTech ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL

Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 10.1 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 68 bp
Equals: ALTAR Score 3.4 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.56 CATEGORY
AVERAGE
1.53
 
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.