Global X FinTech ETF
ALTAR
Score™		 3.2% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 24.6x 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) $327
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) $38,946
Large cap (>$10bn) 65.3%
Mid cap ($2-10bn) 27.5%
Small cap (<$2bn) 7.2%
Developed mkts 97.3%
Emerging mkts 2.7%

TOP TEN HOLDINGS
PAYPAL HOLDINGS, INC. 6.6 %
FIDELITY NATIONAL INFORMATION SERV 6.6 %
FISERV, INC. 6.4 %
ADYEN NV 6.1 %
INTUIT INC 5.9 %
BLOCK INC. 5.7 %
COINBASE GLOBAL, INC. CLASS A 5.0 %
GLOBAL PAYMENTS INC. 4.5 %
SS&C TECHNOLOGIES HOLDINGS 4.5 %
JACK HENRY & ASSOCIATES, INC. 3.6 %
Total 54.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 74.9 %
NETHERLANDS 6.1 %
NEW ZEALAND 3.4 %
BRITAIN 3.4 %
ITALY 2.3 %
BRAZIL 2.0 %
SWITZERLAND 1.6 %
AUSTRALIA 1.2 %
CHINA 1.1 %
CANADA 1.0 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
3.6% 27.6% 0.3% -- 9.0%

Market Correlations
versus... Beta R-squared
S&P500 1.58 71%
MSCI EAFE 1.48 57%
MSCI Emg. Mkts. 1.19 40%

Technical Indicators
Recent close $25.39
30d moving avg. $21.88
Annualized volatility 33.3%
Short interest (ETF) 0.4%
Relative strength (RSI) 82

Liquidity measures
Avg. volume (thou.) 45
Turnover 0.4%
Bid/Ask (% of price) 0.39%
ADV underlying (mns) $8,438

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 706 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™: 3.2%


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 51.0 75 -7 5.4 +2.2
BPAY BlackRock Future Financial and Technology ETF 27.1 70 -2 8.3 +5.1
ARKF ARK Fintech Innovation ETF 25.3 75 -7 -2.2 -5.4
GFOF Grayscale Future of Finance ETF 20.0 70 -2 -4.0 -7.2
STCE Schwab Crypto Thematic ETF 15.9 30 38 -8.0 -11.2
FDIG Fidelity Crypto Industry and Digital Payments ETF 15.3 39 29 -1.3 -4.5
DTEC ALPS Disruptive Technologies ETF 14.5 50 18 3.3 +0.1
BWEB Bitwise Web3 ETF 14.4 85 -17 0.9 -2.3
IBLC iShares Blockchain and Tech ETF 14.2 47 21 -1.0 -4.2
BLOK Amplify Transformational Data Sharing ETF 13.1 75 -7 1.1 -2.1
DAPP VanEck Digital Transformation ETF 13.1 50 18 -8.5 -11.7
MILN Global X Millennial Consumer ETF 12.7 50 18 2.4 -0.8
ARKK ARK Innovation ETF 11.8 75 -7 -4.9 -8.1
ARKW ARK Next Generation Internet ETF 11.7 87 -19 -2.9 -6.1
BKCH Global X Blockchain ETF 11.1 50 18 -5.2 -8.4
BITQ Bitwise Crypto Industry Innovators ETF 10.2 85 -17 -4.7 -7.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 9.3 61 7 -4.0 -7.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 8.9 68 0 5.3 +2.1
KOIN Capital Link Global Fintech Leaders ETF 8.9 75 -7 4.6 +1.4
ISHP First Trust Nasdaq Retail ETF 8.8 60 8 3.2 -0.1
TDV ProShares S&P Technology Dividend Aristocrats ETF 8.4 45 23 6.1 +2.9
BUZZ VanEck Social Sentiment ETF 8.4 75 -7 -0.7 -3.9
CWS AdvisorShares Focused Equity ETF 8.4 84 -16 4.8 +1.6
SATO Invesco Alerian Galaxy Crypto Economy ETF 8.1 61 7 -13.0 -16.2
AOTG AOT Growth and Innovation ETF 7.9 75 -7 3.0 -0.2
IPO Renaissance IPO ETF 7.9 60 8 -3.2 -6.4
INNO Harbor Disruptive Innovation ETF 7.7 75 -7 -3.5 -6.7
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 7.4 85 -17 -0.9 -4.1
WCLD WisdomTree Cloud Computing Fund 7.4 45 23 1.5 -1.7
IGV iShares Expanded Tech-Software Sector ETF 7.2 41 27 3.3 +0.1
FPX First Trust US Equity Opportunities ETF 7.1 61 7 0.6 -2.6
LOUP Innovator Deepwater Frontier Tech ETF 7.1 70 -2 2.3 -0.9
RSPF Invesco S&P 500 Equal Weight Financials ETF 7.1 40 28 7.1 +3.9
TMFM Motley Fool Mid-Cap Growth ETF 6.7 85 -17 3.3 +0.1
MVPS Amplify Thematic All-Stars ETF 6.5 49 19 1.7 -1.6
SFYF SoFi Social 50 ETF 6.5 29 39 -2.6 -5.8
KOMP SPDR S&P Kensho New Economies Composite ETF 6.3 20 48 2.1 -1.1
FDNI First Trust Dow Jones International Internet ETF 6.1 65 3 2.8 -0.4
PKW Invesco Buyback Achievers ETF 5.9 62 6 7.1 +3.9
XSW SPDR S&P Software & Services ETF 5.9 35 33 2.9 -0.3
TMFS Motley Fool Small-Cap Growth ETF 5.8 85 -17 3.6 +0.4
MOON Direxion Moonshot Innovators ETF 5.7 65 3 0.0 -3.2
JFWD Jacob Forward ETF 5.6 75 -7 0.0 -3.2
FNCL Fidelity MSCI Financials Index ETF 5.5 8 60 6.5 +3.3
XPND First Trust Expanded Technology ETF 5.4 65 3 3.9 +0.7
VFH Vanguard Financials ETF 5.4 10 58 6.4 +3.2
EMFQ Amplify Emerging Markets FinTech ETF 5.3 69 -1 5.4 +2.2
FCLD Fidelity Cloud Computing ETF 5.1 39 29 2.4 -0.8
IYJ iShares U.S. Industrials ETF 5.0 40 28 4.8 +1.6
XITK SPDR FactSet Innovative Technology ETF 4.7 45 23 2.7 -0.5
CLOD Themes Cloud Computing ETF 4.6 35 33 3.7 +0.5
IBUY Amplify Online Retail ETF 4.6 65 3 1.8 -1.4
GINN Goldman Sachs Innovate Equity ETF 4.6 52 16 2.7 -0.5
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 4.5 40 28 5.5 +2.3
XLF Financial Select Sector SPDR Fund 4.3 9 59 6.0 +2.8
TIME Clockwise Core Equity & Innovation ETF 4.3 95 -27 2.0 -1.2
AIEQ AI Powered Equity ETF 4.2 75 -7 6.1 +2.9
EWN iShares MSCI Netherlands ETF 4.2 50 18 4.7 +1.5
PDP Invesco Dorsey Wright Momentum ETF 4.1 62 6 3.7 +0.5
PNQI Invesco NASDAQ Internet ETF 4.1 60 8 2.6 -0.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 4.1 61 7 6.2 +3.0
NBDS Neuberger Berman Disrupters ETF 4.1 55 13 1.9 -1.3
XT iShares Exponential Technologies ETF 4.1 46 22 3.9 +0.7
FXL First Trust Technology AlphaDEX Fund 4.1 61 7 4.1 +0.9
FDN First Trust Dow Jones Internet Index Fund 4.0 52 16 1.5 -1.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 3.7 40 28 4.1 +0.9
BKWO BNY Mellon Women's Opportunities ETF 3.7 50 18 3.8 +0.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.6 70 -2 1.8 -1.4
RUNN Running Oak Efficient Growth ETF 3.5 58 10 4.8 +1.6
TRFM AAM Transformers ETF 3.5 49 19 1.2 -2.0
TOLL Tema Monopolies and Oligopolies ETF 3.5 75 -7 2.6 -0.6
CHGX AXS Change Finance ESG ETF 3.5 49 19 5.1 +1.9
MOTE VanEck Morningstar ESG Moat ETF 3.5 49 19 5.2 +2.0
PTEC Global X PropTech ETF 3.3 50 18 1.7 -1.6
SMOT VanEck Morningstar SMID Moat ETF 3.3 49 19 6.3 +3.1
NULV Nuveen ESG Large-Cap Value ETF 3.3 26 42 7.1 +3.9
KONG Formidable Fortress ETF 3.2 89 -21 6.2 +3.0
GURU Global X Guru Index ETF 3.2 75 -7 2.5 -0.7
FMIL Fidelity New Millennium ETF 3.2 59 9 4.3 +1.1
PSET Principal Quality ETF 3.2 15 53 5.7 +2.5
TMFX Motley Fool Next Index ETF 3.1 50 18 3.4 +0.2
FPXI First Trust International Equity Opportunities ETF 3.1 70 -2 3.6 +0.4
IPOS Renaissance International IPO ETF 3.1 80 -12 -168.9 -172.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.0 95 -27 1.7 -1.5
IXG iShares Global Financials ETF 3.0 42 26 6.8 +3.6
PFI Invesco Dorsey Wright Financial Momentum ETF 3.0 60 8 6.2 +3.0
KRUZ Unusual Whales Subversive Republican Trading ETF 2.9 75 -7 4.9 +1.7
SPHB Invesco S&P 500 High Beta ETF 2.9 25 43 5.0 +1.8
FLLV Franklin U.S. Low Volatility ETF 2.8 29 39 5.9 +2.7
VSDA VictoryShares Dividend Accelerator ETF 2.8 35 33 6.1 +2.9
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 2.8 86 -18 1.9 -1.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.8 60 8 4.4 +1.2
FSST Fidelity Sustainable U.S. Equity ETF 2.8 59 9 4.9 +1.7
XNTK SPDR NYSE Technology ETF 2.8 35 33 4.0 +0.8
VBK Vanguard Small-Cap Growth ETF 2.8 7 61 1.5 -1.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.8 75 -7 3.2 -0.0
SMCP AlphaMark Actively Managed Small Cap ETF 2.7 90 -22 6.8 +3.6
KCE SPDR S&P Capital Markets ETF 2.7 35 33 7.2 +4.0
CAML Congress Large Cap Growth ETF 2.7 66 2 3.5 +0.3
HAPY Harbor Human Capital Factor Unconstrained ETF 2.7 50 18 4.8 +1.6
SHE SPDR MSCI USA Gender Diversity ETF 2.6 20 48 5.0 +1.8
EQUL IQ Engender Equality ETF 2.6 45 23 6.8 +3.6
ZECP Zacks Earnings Consistent Portfolio ETF 2.6 55 13 5.0 +1.8
FLDZ RiverNorth Patriot ETF 2.6 75 -7 5.8 +2.6
QDF FlexShares Quality Dividend Index Fund 2.6 37 31 5.0 +1.8
BTHM BlackRock Future U.S. Themes ETF 2.6 60 8 4.3 +1.1
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.6 57 11 3.8 +0.6
PSC Principal U.S. Small-Cap ETF 2.6 38 30 6.6 +3.4
ISCG iShares Morningstar Small-Cap Growth ETF 2.5 6 62 2.5 -0.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.5 65 3 3.8 +0.6
IWO iShares Russell 2000 Growth ETF 2.5 24 44 1.4 -1.8
COWS Amplify Cash Flow Dividend Leaders ETF 2.5 0 68 10.6 +7.4
MTUM iShares MSCI USA Momentum Factor ETF 2.5 15 53 3.7 +0.5
ADME Aptus Drawdown Managed Equity ETF 2.5 79 -11 4.3 +1.1
USXF iShares ESG Advanced MSCI USA ETF 2.5 10 58 5.2 +2.0
IWS iShares Russell Mid-Cap Value ETF 2.5 23 45 6.6 +3.4
VTWG Vanguard Russell 2000 Growth ETF 2.4 15 53 1.7 -1.5
FDG American Century Focused Dynamic Growth ETF 2.4 45 23 2.7 -0.5
FYC First Trust Small Cap Growth AlphaDEX Fund 2.4 71 -3 0.9 -2.3
VEGN US Vegan Climate ETF 2.4 60 8 4.7 +1.5
JEPI JPMorgan Equity Premium Income ETF 2.4 35 33 5.3 +2.1
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.4 60 8 5.1 +1.9
VXF Vanguard Extended Market ETF 2.4 6 62 3.9 +0.7
CGGR Capital Group Growth ETF 2.4 39 29 3.5 +0.3
OGIG ALPS O'Shares Global Internet Giants ETF 2.3 48 20 0.5 -2.8
LRGE ClearBridge Large Cap Growth ESG ETF 2.3 59 9 3.4 +0.2
DFNV Donoghue Forlines Innovation ETF 2.3 69 -1 5.0 +1.8
JAVA JPMorgan Active Value ETF 2.3 44 24 6.3 +3.1
BTEK Future Tech ETF 2.2 88 -20 2.1 -1.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.2 75 -7 3.8 +0.6
IMCG iShares Morningstar Mid-Cap Growth ETF 2.2 6 62 4.3 +1.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.2 9 59 4.0 +0.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.2 30 38 4.7 +1.5
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.2 70 -2 4.6 +1.4
EUFN iShares MSCI Europe Financials ETF 2.2 51 17 8.1 +4.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.2 64 4 2.1 -1.1
WOMN Impact Shares YWCA Women's Empowerment ETF 2.1 75 -7 4.9 +1.7
QQMG Invesco ESG NASDAQ 100 ETF 2.1 20 48 4.7 +1.5
NULG Nuveen ESG Large-Cap Growth ETF 2.1 26 42 4.4 +1.2
JHDV John Hancock U.S. High Dividend ETF 2.1 34 34 6.5 +3.3
AZTD Aztlan Global Stock Selection DM SMID ETF 2.1 75 -7 6.6 +3.4
FDWM Fidelity Women's Leadership ETF 2.1 59 9 4.8 +1.6
PSCT Invesco S&P SmallCap Information Technology ETF 2.1 29 39 6.5 +3.3
XHS SPDR S&P Health Care Services ETF 2.1 35 33 5.8 +2.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.1 4 64 6.1 +2.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.0 58 10 4.8 +1.6
SIZE iShares MSCI USA Size Factor ETF 2.0 15 53 6.0 +2.8
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.0 20 48 5.4 +2.2
QDEF FlexShares Quality Dividend Defensive Index Fund 2.0 37 31 4.8 +1.6
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 43 6.8 +3.6
QLC FlexShares US Quality Large Cap Index Fund 2.0 25 43 5.6 +2.4
FTGS First Trust Growth Strength ETF 2.0 60 8 6.5 +3.3
IWR iShares Russell Midcap ETF 2.0 19 49 5.7 +2.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.0 15 53 4.9 +1.7
GVIP Goldman Sachs Hedge Industry VIP ETF 2.0 45 23 4.6 +1.4
SMRI Bushido Capital US Equity ETF 2.0 71 -3 10.2 +7.0
CVAR Cultivar ETF 2.0 87 -19 6.9 +3.7
SPMV Invesco S&P 500 Minimum Variance ETF 2.0 10 58 5.6 +2.4
ACVF American Conservative Values ETF 2.0 75 -7 4.4 +1.2
FBZ First Trust Brazil AlphaDEX Fund 2.0 80 -12 11.9 +8.7
WGMI Valkyrie Bitcoin Miners ETF 1.9 75 -7 -10.7 -13.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.9 35 33 4.8 +1.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.9 15 53 4.7 +1.5
XLK Technology Select Sector SPDR Fund 1.9 9 59 5.2 +2.0
KLDW Knowledge Leaders Developed World ETF 1.9 75 -7 4.9 +1.7
IYW iShares U.S. Technology ETF 1.9 40 28 4.5 +1.3
EUSA iShares MSCI USA Equal Weighted ETF 1.9 9 59 6.1 +2.9
VGT Vanguard Information Technology ETF 1.8 10 58 4.7 +1.5
IMCB iShares Morningstar Mid-Cap ETF 1.8 4 64 6.1 +2.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 1.8 50 18 5.8 +2.6
FTEC Fidelity MSCI Information Technology Index ETF 1.8 8 60 4.8 +1.6
QQQ Invesco QQQ Trust Series I 1.8 20 48 4.6 +1.4
QQQM Invesco NASDAQ 100 ETF 1.8 15 53 4.7 +1.5
VOE Vanguard Mid-Cap Value ETF 1.8 7 61 7.4 +4.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.8 15 53 5.4 +2.2
PZLD Puzzle Divdend Leaders 1.8 0 68 7.5 +4.3
DSTL Distillate US Fundamental Stability & Value ETF 1.8 39 29 7.8 +4.6
SNPV Xtrackers S&P 500 Value ESG ETF 1.8 15 53 6.8 +3.6
ITAN Sparkline Intangible Value ETF 1.8 50 18 6.2 +3.0
LCF Touchstone US Large Cap Focused ETF 1.8 69 -1 4.5 +1.3
ETHO Etho Climate Leadership U.S. ETF 1.8 47 21 4.1 +0.9
NBCC Neuberger Berman Next Generation Connected Consumer ETF 1.8 56 12 1.7 -1.6
BUYZ Franklin Disruptive Commerce ETF 1.7 50 18 2.1 -1.1
SCHG Schwab U.S. Large-Cap Growth ETF 1.7 4 64 4.3 +1.1
IGM iShares Expanded Tech Sector ETF 1.7 41 27 4.5 +1.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.7 39 29 4.5 +1.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.7 60 8 5.6 +2.4
CACG ClearBridge All Cap Growth ESG ETF 1.7 54 14 3.4 +0.2
ANEW ProShares MSCI Transformational Changes ETF 1.7 45 23 3.3 +0.1
VFMO Vanguard U.S. Momentum Factor ETF 1.6 13 55 2.8 -0.4
LRND IQ U.S. Large Cap R&D Leaders ETF 1.6 14 54 6.3 +3.1
QGRW WisdomTree U.S. Quality Growth Fund 1.6 28 40 4.7 +1.5
VSLU Applied Finance Valuation Large Cap ETF 1.6 49 19 6.0 +2.8
FKU First Trust United Kingdom AlphaDEX Fund 1.6 80 -12 7.5 +4.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.6 9 59 6.0 +2.8
MGK Vanguard Mega Cap Growth ETF 1.6 7 61 4.4 +1.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.6 15 53 6.3 +3.1
VUG Vanguard Growth ETF 1.6 4 64 4.3 +1.1
ISCB iShares Morningstar Small-Cap ETF 1.6 4 64 5.3 +2.1
GGRW Gabelli Growth Innovators ETF 1.6 90 -22 2.3 -0.9
VFVA Vanguard U.S. Value Factor ETF 1.6 13 55 10.6 +7.4
RPG Invesco S&P 500 Pure Growth ETF 1.6 35 33 3.4 +0.2
GDIV Harbor Dividend Growth Leaders ETF 1.6 50 18 6.0 +2.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.6 52 16 6.3 +3.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.6 40 28 5.6 +2.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.5 9 59 5.0 +1.8
JHSC John Hancock Multifactor Small Cap ETF 1.5 42 26 6.2 +3.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 3 8.4 +5.2
REVS Columbia Research Enhanced Value ETF 1.5 19 49 7.7 +4.5
MOTI VanEck Morningstar International Moat ETF 1.5 58 10 6.9 +3.7
LCLG Logan Capital Broad Innovative Growth ETF 1.5 99 -31 4.9 +1.7
VO Vanguard Mid-Cap ETF 1.5 4 64 5.8 +2.6
VOT Vanguard Mid-Cap Growth ETF 1.5 7 61 4.2 +1.0
EWI iShares MSCI Italy ETF 1.5 50 18 8.2 +5.0
ONEQ Fidelity Nasdaq Composite Index ETF 1.5 21 47 3.9 +0.7
LEAD Siren DIVCON Leaders Dividend ETF 1.5 43 25 5.2 +2.0
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 1.5 75 -7 1.6 -1.7
IWM iShares Russell 2000 ETF 1.5 19 49 3.6 +0.4
EGUS iShares ESG Aware MSCI USA Growth ETF 1.5 18 50 4.3 +1.1
JGRO JPMorgan Active Growth ETF 1.5 44 24 3.4 +0.2
IMCV iShares Morningstar Mid-Cap Value ETF 1.4 6 62 7.9 +4.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.4 7 61 5.2 +2.0
STXG Strive 1000 Growth ETF 1.4 18 50 4.2 +1.0
DFLV Dimensional US Large Cap Value ETF 1.4 22 46 7.8 +4.6
VTWO Vanguard Russell 2000 ETF 1.4 10 58 3.9 +0.7
ESGV Vanguard ESG U.S. Stock ETF 1.4 9 59 5.1 +1.9
CHAT Roundhill Generative AI & Technology ETF 1.4 75 -7 4.2 +1.0
DFAS Dimensional U.S. Small Cap ETF 1.4 26 42 6.0 +2.8
ILCG iShares Morningstar Growth ETF 1.4 4 64 4.1 +0.9
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 1.4 60 8 0.9 -2.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 12 6.3 +3.1
DBLV AdvisorShares DoubleLine Value Equity ETF 1.4 90 -22 7.5 +4.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.4 10 58 5.4 +2.2
SUSA iShares MSCI USA ESG Select ETF 1.4 25 43 5.4 +2.2
SPMO Invesco S&P 500 Momentum ETF 1.4 13 55 3.7 +0.5
FSZ First Trust Switzerland AlphaDEX Fund 1.4 80 -12 4.1 +0.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.4 4 64 5.7 +2.5
DFSU Dimensional US Sustainability Core 1 ETF 1.4 18 50 5.7 +2.5
CGGO Capital Group Global Growth Equity ETF 1.4 47 21 4.3 +1.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.4 10 58 5.2 +2.0
JMOM JPMorgan U.S. Momentum Factor ETF 1.4 12 56 4.8 +1.6
IXN iShares Global Tech ETF 1.4 41 27 4.3 +1.1
FDMO Fidelity Momentum Factor ETF 1.4 15 53 3.7 +0.5
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 58 5.1 +1.9
ISRA VanEck Israel ETF 1.4 59 9 8.9 +5.7
FLN First Trust Latin America AlphaDEX Fund 1.3 80 -12 11.1 +7.9
IETC iShares U.S. Tech Independence Focused ETF 1.3 18 50 4.4 +1.2
VOOV Vanguard S&P 500 Value ETF 1.3 10 58 5.5 +2.3
STXD Strive 1000 Dividend Growth ETF 1.3 35 33 5.5 +2.3
RECS Columbia Research Enhanced Core ETF 1.3 15 53 5.6 +2.4
FNX First Trust Mid Cap Core AlphaDEX Fund 1.3 60 8 6.0 +2.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.3 39 29 4.9 +1.7
JVAL JPMorgan U.S. Value Factor ETF 1.3 12 56 8.4 +5.2
STXK Strive Small-Cap ETF 1.3 18 50 5.5 +2.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.3 10 58 4.8 +1.6
VB Vanguard Small-Cap ETF 1.3 5 63 5.4 +2.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.2 75 -7 4.7 +1.5
VONV Vanguard Russell 1000 Value ETF 1.2 8 60 6.7 +3.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 61 5.7 +2.5
SKYY First Trust Cloud Computing ETF 1.2 60 8 3.5 +0.3
SFYX SoFi Next 500 ETF 1.2 0 68 5.6 +2.4
IWD iShares Russell 1000 Value ETF 1.2 19 49 6.6 +3.4
DSI iShares MSCI KLD 400 Social ETF 1.2 25 43 5.1 +1.9
FEX First Trust Large Cap Core AlphaDEX Fund 1.2 59 9 5.6 +2.4
FSMD Fidelity Small-Mid Multifactor ETF 1.2 15 53 7.6 +4.4
RSP Invesco S&P 500 Equal Weight ETF 1.2 20 48 6.2 +3.0
FTA First Trust Large Cap Value AlphaDEX Fund 1.2 59 9 8.2 +5.0
IYY iShares Dow Jones U.S. ETF 1.2 20 48 5.1 +1.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.2 54 14 6.2 +3.0
IWV iShares Russell 3000 ETF 1.2 20 48 5.0 +1.8
VTHR Vanguard Russell 3000 ETF 1.2 10 58 5.1 +1.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.2 3 65 5.1 +1.9
DFUS Dimensional U.S. Equity ETF 1.2 9 59 5.1 +1.9
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 1.2 86 -18 1.9 -1.3
VIG Vanguard Dividend Appreciation ETF 1.2 6 62 5.8 +2.6
TPHD Timothy Plan High Dividend Stock ETF 1.2 52 16 6.2 +3.0
WCEO Hypatia Women CEO ETF 1.2 85 -17 5.2 +2.0
BFOR ALPS Barron's 400 ETF 1.2 65 3 6.6 +3.4
IWB iShares Russell 1000 ETF 1.2 15 53 5.1 +1.9
DIVB iShares Core Dividend ETF 1.2 5 63 8.0 +4.8
VONE Vanguard Russell 1000 ETF 1.2 8 60 5.2 +2.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.2 49 19 4.8 +1.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.2 17 51 5.4 +2.2
QQQN VictoryShares Nasdaq Next 50 ETF 1.2 18 50 4.5 +1.3
PBUS Invesco MSCI USA ETF 1.2 4 64 5.3 +2.1
IHF iShares U.S. Healthcare Providers ETF 1.2 40 28 6.0 +2.8
VV Vanguard Large-Cap ETF 1.2 4 64 5.2 +2.0
SCHX Schwab U.S. Large-Cap ETF 1.2 3 65 5.3 +2.1
FUNL CornerCap Fundametrics Large-Cap ETF 1.2 50 18 7.0 +3.8
SCHK Schwab 1000 Index ETF 1.2 5 63 5.3 +2.1
SCHB Schwab U.S. Broad Market ETF 1.2 3 65 5.2 +2.0
IWY iShares Russell Top 200 Growth ETF 1.2 20 48 4.9 +1.7
SCHA Schwab U.S. Small-Cap ETF 1.2 4 64 4.9 +1.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.2 7 61 5.2 +2.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.2 11 57 5.2 +2.0
DFUV Dimensional US Marketwide Value ETF 1.2 22 46 7.6 +4.4
GSPY Gotham Enhanced 500 ETF 1.2 50 18 5.3 +2.1
TMFC Motley Fool 100 Index ETF 1.2 50 18 4.0 +0.8
FEZ SPDR EURO STOXX 50 ETF 1.2 29 39 6.2 +3.0
SFY SoFi Select 500 ETF 1.2 0 68 5.2 +2.0
VTI Vanguard Total Stock Market ETF 1.2 3 65 5.1 +1.9
BKLC BNY Mellon US Large Cap Core Equity ETF 1.1 0 68 5.3 +2.1
DFAU Dimensional US Core Equity Market ETF 1.1 12 56 5.4 +2.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.1 2 66 5.3 +2.1
VONG Vanguard Russell 1000 Growth ETF 1.1 8 60 4.8 +1.6
IWF iShares Russell 1000 Growth ETF 1.1 19 49 4.7 +1.5
FNDA Schwab Fundamental US Small Co. Index ETF 1.1 25 43 6.8 +3.6
SPXV ProShares S&P 500 Ex-Health Care ETF 1.1 9 59 5.1 +1.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 48 6.4 +3.2
STRV Strive 500 ETF 1.1 5 63 5.2 +2.0
ILCB iShares Morningstar U.S. Equity ETF 1.1 3 65 5.3 +2.1
VOTE TCW Transform 500 ETF 1.1 5 63 5.2 +2.0
SRHQ SRH U.S. Quality ETF 1.1 35 33 8.0 +4.8
FYX First Trust Small Cap Core AlphaDEX Fund 1.1 61 7 7.2 +4.0
DFAC Dimensional U.S. Core Equity 2 ETF 1.1 17 51 5.7 +2.5
BIBL Inspire 100 ETF 1.1 35 33 4.8 +1.6
XVV iShares ESG Screened S&P 500 ETF 1.1 8 60 5.1 +1.9
TPSC Timothy Plan US Small Cap Core ETF 1.1 52 16 7.6 +4.4
FTC First Trust Large Cap Growth AlphaDEX Fund 1.1 59 9 2.8 -0.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.1 12 56 5.5 +2.3
EPS WisdomTree U.S. LargeCap Fund 1.1 8 60 6.3 +3.1
JQUA JPMorgan U.S. Quality Factor ETF 1.1 12 56 5.7 +2.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.1 25 43 5.7 +2.5
MGC Vanguard Mega Cap ETF 1.1 7 61 5.1 +1.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.1 70 -2 5.0 +1.8
CFA VictoryShares US 500 Volatility Wtd ETF 1.1 35 33 6.0 +2.8
BLES Inspire Global Hope ETF 1.1 61 7 6.3 +3.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.1 40 28 5.9 +2.7
NULC Nuveen ESG Large-Cap ETF 1.1 21 47 5.5 +2.3
ESGU iShares ESG Aware MSCI USA ETF 1.0 15 53 5.2 +2.0
RVRB Reverb ETF 1.0 30 38 5.0 +1.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -7 6.7 +3.5
SPXE ProShares S&P 500 Ex-Energy ETF 1.0 9 59 5.3 +2.1
IVE iShares S&P 500 Value ETF 1.0 18 50 6.6 +3.4
NANC Unusual Whales Subversive Democratic Trading ETF 1.0 75 -7 3.8 +0.6
SPYV SPDR Portfolio S&P 500 Value ETF 1.0 4 64 6.7 +3.5
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 64 6.3 +3.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.0 20 48 5.1 +1.9
JHML John Hancock Multifactor Large Cap ETF 1.0 29 39 5.6 +2.4
APUE ActivePassive U.S. Equity ETF 1.0 45 23 5.0 +1.8
ROE Astoria US Quality Kings ETF 1.0 49 19 8.1 +4.9
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 59 5.5 +2.3
CATH Global X S&P 500 Catholic Values Custom ETF 1.0 29 39 5.1 +1.9
SPY SPDR S&P 500 ETF Trust 1.0 9 59 5.2 +2.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.0 20 48 4.5 +1.3
IVV iShares Core S&P 500 ETF 1.0 3 65 5.3 +2.1
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.0 42 26 7.5 +4.3
METV Roundhill Ball Metaverse ETF 1.0 59 9 3.4 +0.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.0 20 48 5.1 +1.9
SPLG SPDR Portfolio S&P 500 ETF 1.0 2 66 5.3 +2.1
TOK iShares MSCI Kokusai ETF 1.0 26 42 5.3 +2.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.0 35 33 7.6 +4.4
DEUS Xtrackers Russell US Multifactor ETF 1.0 17 51 7.1 +3.9
IUSV iShares Core S&P US Value ETF 1.0 4 64 6.8 +3.6
VOO Vanguard S&P 500 ETF 1.0 3 65 5.3 +2.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.0 10 58 4.9 +1.7
NTZG Nuveen Global Net Zero Transition ETF 1.0 56 12 4.9 +1.7
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 16 5.8 +2.6
WTV WisdomTree US Value Fund of Benef Interest 1.0 12 56 8.7 +5.5
EES WisdomTree U.S. SmallCap Fund 1.0 38 30 10.3 +7.1
EQAL Invesco Russell 1000 Equal Weight ETF 1.0 20 48 6.0 +2.8
VLUE iShares MSCI USA Value Factor ETF 1.0 15 53 10.7 +7.5
IVW iShares S&P 500 Growth ETF 1.0 18 50 4.5 +1.3
SPYG SPDR Portfolio S&P 500 Growth ETF 1.0 4 64 4.6 +1.4
USVT US Value ETF 1.0 49 19 11.3 +8.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.9 14 54 5.4 +2.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 48 5.6 +2.4
IWP iShares Russell Mid-Cap Growth ETF 0.9 23 45 3.8 +0.6
KRMA Global X Conscious Companies ETF 0.9 43 25 5.8 +2.6
IYF iShares U.S. Financials ETF 0.9 40 28 6.3 +3.1
QVML Invesco S&P 500 QVM Multi-factor ETF 0.9 11 57 5.2 +2.0
WUGI AXS Esoterica NextG Economy ETF 0.9 75 -7 2.1 -1.1
AVSC Avantis U.S Small Cap Equity ETF 0.9 25 43 5.4 +2.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.9 3 65 5.4 +2.2
JHMM John Hancock Multifactor Mid Cap ETF 0.9 42 26 6.6 +3.4
SMMD iShares Russell 2500 ETF 0.9 15 53 6.0 +2.8
URTH iShares MSCI World ETF 0.9 24 44 5.4 +2.2
EWA iShares MSCI Australia ETF 0.9 50 18 5.3 +2.1
NUDV Nuveen ESG Dividend ETF 0.9 26 42 7.5 +4.3
FLEU Franklin FTSE Eurozone ETF 0.9 9 59 6.7 +3.5
IWL iShares Russell Top 200 ETF 0.9 15 53 5.0 +1.8
IYG iShares US Financial Services ETF 0.9 40 28 5.8 +2.6
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 64 4.6 +1.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.9 12 56 4.5 +1.3
SNPE Xtrackers S&P 500 ESG ETF 0.9 10 58 5.3 +2.1
ONEO SPDR Russell 1000 Momentum Focus ETF 0.9 20 48 7.1 +3.9
PFM Invesco Dividend Achievers ETF 0.9 53 15 5.7 +2.5
GDEF Goldman Sachs Defensive Equity ETF 0.9 55 13 4.4 +1.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.9 32 36 5.2 +2.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.9 20 48 6.7 +3.5
ISMD Inspire Small/Mid Cap ETF 0.9 54 14 6.1 +2.9
WRND IQ Global Equity R&D Leaders ETF 0.9 18 50 7.2 +4.0
IDHQ Invesco S&P International Developed High Quality ETF 0.9 29 39 5.8 +2.6
PY Principal Value ETF 0.9 15 53 7.5 +4.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.8 18 50 6.3 +3.1
IQLT iShares MSCI Intl Quality Factor ETF 0.8 30 38 5.7 +2.5
VT Vanguard Total World Stock ETF 0.8 7 61 5.8 +2.6
OEF iShares S&P 100 ETF 0.8 20 48 5.0 +1.8
ACWI iShares MSCI ACWI ETF 0.8 32 36 5.5 +2.3
ILCV iShares Morningstar Value ETF 0.8 4 64 6.7 +3.5
FLAU Franklin FTSE Australia ETF 0.8 9 59 5.8 +2.6
IUS Invesco RAFI Strategic US ETF 0.8 19 49 7.3 +4.1
FBCG Fidelity Blue Chip Growth ETF 0.8 59 9 2.6 -0.6
PRF Invesco FTSE RAFI US 1000 ETF 0.8 39 29 7.3 +4.1
XJR iShares ESG Screened S&P Small-Cap ETF 0.8 12 56 7.7 +4.5
SPXT ProShares S&P 500 Ex-Technology ETF 0.8 9 59 5.7 +2.5
DSTX Distillate International Fundamental Stability & Value ETF 0.8 55 13 8.0 +4.8
QINT American Century Quality Diversified International ETF 0.8 39 29 7.4 +4.2
GVLU Gotham 1000 Value ETF 0.8 50 18 7.4 +4.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 59 5.8 +2.6
GLOF iShares Global Equity Factor ETF 0.8 20 48 7.1 +3.9
DFND Siren DIVCON Dividend Defender ETF 0.8 189 -121 3.9 +0.7
TTAI FCF International Quality ETF 0.8 59 9 7.4 +4.2
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.8 35 33 5.4 +2.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.8 12 56 7.3 +4.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.8 12 56 5.1 +1.9
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 39 5.2 +2.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 59 5.7 +2.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.7 60 8 4.1 +0.9
SDIV Global X Superdividend ETF 0.7 58 10 17.6 +14.4
RAFE PIMCO RAFI ESG U.S. ETF 0.7 29 39 7.2 +4.0
VOOG Vanguard S&P 500 Growth ETF 0.7 10 58 5.5 +2.3
DEEP Roundhill Acquirers Deep Value ETF 0.7 80 -12 15.3 +12.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.7 58 10 5.4 +2.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.7 52 16 5.4 +2.2
FDLO Fidelity Low Volatility Factor ETF 0.7 15 53 5.5 +2.3
SLYG SPDR S&P 600 Small Cap Growth ETF 0.7 15 53 7.1 +3.9
IJT iShares S&P Small-Cap 600 Growth ETF 0.7 18 50 7.0 +3.8
IJR iShares Core S&P Small Cap ETF 0.7 6 62 8.2 +5.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.7 3 65 8.2 +5.0
NUMV Nuveen ESG Mid-Cap Value ETF 0.7 31 37 7.4 +4.2
IJS iShares S&P Small-Cap 600 Value ETF 0.7 18 50 9.3 +6.1
FNDB Schwab Fundamental US Broad Market Index ETF 0.7 25 43 7.1 +3.9
VFMF Vanguard U.S. Multifactor ETF 0.7 18 50 8.7 +5.5
SLYV SPDR S&P 600 Small Cap Value ETF 0.7 15 53 9.4 +6.2
EFG iShares MSCI EAFE Growth ETF 0.7 36 32 4.1 +0.9
USMV iShares MSCI USA Min Vol Factor ETF 0.7 15 53 6.1 +2.9
TTAC FCF US Quality ETF 0.7 59 9 6.5 +3.3
EVUS iShares ESG Aware MSCI USA Value ETF 0.7 18 50 6.7 +3.5
DMXF iShares ESG Advanced MSCI EAFE ETF 0.7 12 56 5.4 +2.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.7 25 43 7.1 +3.9
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 55 7.2 +4.0
IVES Wedbush ETFMG Global Cloud Technology ETF 0.7 68 0 1.4 -1.8
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 30 8.6 +5.4
EZU iShares MSCI Eurozone ETF 0.7 52 16 6.2 +3.0
NUSC Nuveen ESG Small-Cap ETF 0.7 31 37 5.2 +2.0
MAGA Point Bridge America First ETF 0.6 72 -4 6.3 +3.1
FLRG Fidelity U.S. Multifactor ETF 0.6 15 53 7.7 +4.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.6 15 53 6.0 +2.8
EPP iShares MSCI Pacific ex-Japan ETF 0.6 47 21 5.4 +2.2
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 26 5.1 +1.9
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.6 47 21 10.3 +7.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.6 45 23 6.2 +3.0
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 13 11.8 +8.6
VTV Vanguard Value ETF 0.6 4 64 7.0 +3.8
AVUS Avantis U.S. Equity ETF 0.6 15 53 6.0 +2.8
VLU SPDR S&P 1500 Value Tilt ETF 0.6 12 56 7.1 +3.9
UMMA Wahed Dow Jones Islamic World ETF 0.6 65 3 4.3 +1.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.6 15 53 6.4 +3.2
JSTC Adasina Social Justice All Cap Global ETF 0.6 89 -21 4.8 +1.6
DGT SPDR Global Dow ETF 0.6 50 18 6.7 +3.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.6 15 53 7.0 +3.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.6 67 1 9.2 +6.0
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.6 80 -12 10.0 +6.8
DGRO iShares Core Dividend Growth ETF 0.6 8 60 6.5 +3.3
FFTY Innovator IBD 50 ETF 0.6 80 -12 0.1 -3.1
ISZE iShares MSCI Intl Size Factor ETF 0.6 30 38 6.6 +3.4
IEDI iShares U.S. Consumer Focused ETF 0.6 18 50 5.0 +1.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.6 39 29 8.9 +5.7
FLEE Franklin FTSE Europe ETF 0.6 9 59 6.8 +3.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 48 6.7 +3.5
TPIF Timothy Plan International ETF 0.6 62 6 6.7 +3.5
QUS SPDR MSCI USA StrategicFactors ETF 0.6 15 53 6.0 +2.8
LRGF iShares U.S. Equity Factor ETF 0.6 8 60 5.8 +2.6
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 62 8.1 +4.9
GWX SPDR S&P International Small Cap ETF 0.6 40 28 6.6 +3.4
BBEU JPMorgan BetaBuilders Europe ETF 0.6 9 59 6.7 +3.5
IQSI IQ Candriam International Equity ETF 0.6 15 53 6.4 +3.2
AFSM First Trust Active Factor Small Cap ETF 0.6 75 -7 7.6 +4.4
WISE Themes Generative Artificial Intelligence ETF 0.6 35 33 2.1 -1.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.6 65 3 1.6 -1.6
BOTZ Global X Robotics & Artificial Intelligence ETF 0.6 69 -1 2.3 -0.9
ZIG Acquirers Fund 0.6 84 -16 14.1 +10.9
FXO First Trust Financials AlphaDEX Fund 0.6 62 6 9.2 +6.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.6 35 33 9.0 +5.8
DIV Global X SuperDividend US ETF 0.6 45 23 7.8 +4.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.6 38 30 6.7 +3.5
DARP Grizzle Growth ETF 0.6 75 -7 3.2 -0.0
HKND Humankind US Stock ETF 0.6 11 57 7.0 +3.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.6 18 50 7.6 +4.4
STXV Strive 1000 Value ETF 0.5 18 50 7.8 +4.6
SCHV Schwab U.S. Large-Cap Value ETF 0.5 4 64 6.7 +3.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 10 58 6.9 +3.7
IEV iShares Europe ETF 0.5 67 1 6.1 +2.9
IWX iShares Russell Top 200 Value ETF 0.5 20 48 6.5 +3.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.5 24 44 7.8 +4.6
RWL Invesco S&P 500 Revenue ETF 0.5 39 29 6.6 +3.4
IWC iShares Micro-Cap ETF 0.5 60 8 -4.3 -7.5
SSPY Syntax Stratified LargeCap ETF 0.5 30 38 6.5 +3.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.5 25 43 6.1 +2.9
PTF Invesco Dorsey Wright Technology Momentum ETF 0.5 60 8 0.6 -2.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.5 60 8 1.2 -2.0
SDY SPDR S&P Dividend ETF 0.5 35 33 6.3 +3.1
SPXN ProShares S&P 500 Ex-Financials ETF 0.5 9 59 5.3 +2.1
VGK Vanguard FTSE Europe ETF 0.5 11 57 6.8 +3.6
DTD WisdomTree U.S. Total Dividend Fund 0.5 28 40 6.5 +3.3
DFIS Dimensional International Small Cap ETF 0.5 39 29 6.7 +3.5
DGRW WisdomTree US Quality Dividend Growth Fund 0.5 28 40 6.2 +3.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 53 8.2 +5.0
AIQ Global X Artificial Intelligence & Technology ETF 0.5 68 0 4.2 +1.0
OSCV Opus Small Cap Value ETF 0.5 79 -11 6.4 +3.2
SCAP InfraCap Small Cap Income ETF 0.5 135 -67 7.2 +4.0
IZRL ARK Israel Innovative Technology ETF 0.5 49 19 1.5 -1.7
HAPI Harbor Human Capital Factor US Large Cap ETF 0.5 36 32 4.8 +1.6
AVES Avantis Emerging Markets Value ETF 0.5 36 32 12.1 +8.9
SIXL ETC 6 Meridian Low Beta Equity ETF 0.5 80 -12 5.1 +1.9
SPEU SPDR Portfolio Europe ETF 0.5 7 61 6.6 +3.4
JRNY ALPS Global Travel Beneficiaries ETF 0.5 65 3 0.0 -3.2
EZM WisdomTree U.S. MidCap Fund 0.5 38 30 8.1 +4.9
IWN iShares Russell 2000 Value ETF 0.5 24 44 5.6 +2.4
VTWV Vanguard Russell 2000 Value ETF 0.5 15 53 5.8 +2.6
DLN WisdomTree U.S. LargeCap Dividend Fund 0.5 28 40 6.2 +3.0
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.5 46 22 6.3 +3.1
USMF WisdomTree U.S. Multifactor Fund 0.5 28 40 6.9 +3.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.5 20 48 8.0 +4.8
IMFL Invesco International Developed Dynamic Multifactor ETF 0.4 34 34 10.6 +7.4
PSCF Invesco S&P SmallCap Financials ETF 0.4 29 39 10.2 +7.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 49 6.5 +3.3
KWEB KraneShares CSI China Internet ETF 0.4 69 -1 -0.7 -3.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.4 15 53 7.6 +4.4
MGV Vanguard Mega Cap Value ETF 0.4 7 61 6.8 +3.6
SSLY Syntax Stratified SmallCap ETF 0.4 40 28 7.5 +4.3
HLAL Wahed FTSE USA Shariah ETF 0.4 50 18 5.0 +1.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 53 7.4 +4.2
HDUS Hartford Disciplined US Equity ETF 0.4 19 49 6.2 +3.0
VIDI Vident International Equity Strategy ETF 0.4 61 7 11.9 +8.7
WLDR Affinity World Leaders Equity ETF 0.4 67 1 8.5 +5.3
HFXI IQ FTSE International Equity Currency Neutral ETF 0.4 20 48 6.8 +3.6
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 8 9.0 +5.8
EWL iShares MSCI Switzerland ETF 0.4 50 18 4.1 +0.9
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.4 51 17 6.8 +3.6
CIL VictoryShares International Volatility Wtd ETF 0.4 45 23 6.9 +3.7
GSID Goldman Sachs MarketBeta International Equity ETF 0.4 20 48 6.7 +3.5
IEUR iShares Core MSCI Europe ETF 0.4 11 57 -1.3 -4.5
QGRO American Century U.S. Quality Growth ETF 0.4 29 39 5.8 +2.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.4 35 33 6.4 +3.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.4 29 39 6.3 +3.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.4 60 8 5.0 +1.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.4 47 21 9.8 +6.6
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.4 20 48 6.3 +3.1
INTF iShares International Equity Factor ETF 0.4 15 53 7.8 +4.6
ESGD iShares ESG Aware MSCI EAFE ETF 0.4 20 48 6.3 +3.1
SMLF iShares U.S. SmallCap Equity Factor ETF 0.4 15 53 5.8 +2.6
CGUS Capital Group Core Equity ETF 0.4 33 35 4.7 +1.5
VSGX Vanguard ESG International Stock ETF 0.4 12 56 6.8 +3.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.4 24 44 8.0 +4.8
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.4 36 32 6.4 +3.2
BKIE BNY Mellon International Equity ETF 0.4 4 64 6.9 +3.7
SCHF Schwab International Equity ETF 0.4 6 62 7.0 +3.8
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 40 8.2 +5.0
FEM First Trust Emerging Markets AlphaDEX Fund 0.4 80 -12 16.3 +13.1
EFA iShares MSCI EAFE ETF 0.4 35 33 6.4 +3.2
VEA Vanguard FTSE Developed Markets ETF 0.3 5 63 7.0 +3.8
FLGB Franklin FTSE United Kingdom ETF 0.3 9 59 8.3 +5.1
DFSI Dimensional International Sustainability Core 1 ETF 0.3 24 44 6.2 +3.0
WBIY WBI Power Factor High Dividend ETF 0.3 100 -32 11.0 +7.8
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 38 6.1 +2.9
IEFA iShares Core MSCI EAFE ETF 0.3 7 61 2.7 -0.5
NUMG Nuveen ESG Mid-Cap Growth ETF 0.3 31 37 3.7 +0.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 29 7.3 +4.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.3 45 23 1.4 -1.9
FLSW Franklin FTSE Switzerland ETF 0.3 9 59 5.1 +1.9
SMDY Syntax Stratified MidCap ETF 0.3 35 33 6.3 +3.1
LVOL American Century Low Volatility ETF 0.3 29 39 5.3 +2.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 43 8.8 +5.6
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 64 6.7 +3.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.3 3 65 6.9 +3.7
RAYD Rayliant Quantitative Developed Market Equity ETF 0.3 80 -12 4.5 +1.3
DIVI Franklin International Core Dividend Tilt Index ETF 0.3 9 59 8.0 +4.8
SCHC Schwab International Small-Cap Equity ETF 0.3 11 57 6.4 +3.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 53 7.1 +3.9
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 56 6.8 +3.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 29 9.4 +6.2
VYM Vanguard High Dividend Yield Index ETF 0.3 6 62 7.3 +4.1
SQEW LeaderShares Equity Skew ETF 0.3 81 -13 6.1 +2.9
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.3 49 19 6.7 +3.5
FIDU Fidelity MSCI Industrial Index ETF 0.3 8 60 4.7 +1.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 39 7.4 +4.2
VIS Vanguard Industrials ETF 0.3 10 58 4.5 +1.3
MDY SPDR S&P Midcap 400 ETF Trust 0.3 23 45 6.8 +3.6
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 50 8.2 +5.0
MDYV SPDR S&P 400 Mid Cap Value ETF 0.3 15 53 8.2 +5.0
BCDF Horizon Kinetics Blockchain Development ETF 0.3 85 -17 -0.7 -3.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.3 8 60 7.2 +4.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.3 3 65 7.0 +3.8
IJH iShares Core S&P Mid-Cap ETF 0.3 5 63 6.9 +3.7
VXUS Vanguard Total International Stock ETF 0.3 7 61 7.1 +3.9
TCHI iShares MSCI China Multisector Tech ETF 0.3 59 9 3.0 -0.2
IJK iShares S&P Mid-Cap 400 Growth ETF 0.3 17 51 5.8 +2.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 29 6.9 +3.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.3 15 53 5.8 +2.6
RNMC First Trust Mid Cap US Equity Select ETF 0.3 60 8 7.9 +4.7
DFSV Dimensional US Small Cap Value ETF 0.3 31 37 8.9 +5.7
SVAL iShares US Small Cap Value Factor ETF 0.3 20 48 11.4 +8.2
EWU iShares MSCI United Kingdom ETF 0.3 50 18 7.8 +4.6
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.3 14 54 6.2 +3.0
AFLG First Trust Active Factor Large Cap ETF 0.3 55 13 6.2 +3.0
JIG JPMorgan International Growth ETF 0.3 55 13 4.3 +1.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 30 8.1 +4.9
DFAI Dimensional International Core Equity Market ETF 0.2 18 50 6.9 +3.7
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 45 8.8 +5.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 27 6.7 +3.5
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.2 30 38 6.8 +3.6
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 43 7.4 +4.2
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 34 6.7 +3.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 19 5.0 +1.8
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 61 6.9 +3.7
JIRE JPMorgan International Research Enhanced Equity ETF 0.2 24 44 6.7 +3.5
AVEM Avantis Emerging Markets Equity ETF 0.2 33 35 9.1 +5.9
IQDF FlexShares International Quality Dividend Index Fund 0.2 47 21 10.7 +7.5
ROUS Hartford Multifactor US Equity ETF 0.2 19 49 6.4 +3.2
SAGP Strategas Global Policy Opportunities ETF 0.2 65 3 4.5 +1.3
IPAC iShares Core MSCI Pacific ETF 0.2 9 59 6.7 +3.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 7 61 6.5 +3.3
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 38 6.8 +3.6
DFIC Dimensional International Core Equity 2 ETF 0.2 23 45 7.4 +4.2
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 53 7.1 +3.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 43 7.4 +4.2
QQQS Invesco NASDAQ Future Gen 200 ETF 0.2 20 48 -7.8 -11.0
IWFH iShares Virtual Work and Life Multisector ETF 0.2 47 21 -3.5 -6.7
AVIV Avantis International Large Cap Value ETF 0.2 25 43 8.9 +5.7
SCZ iShares MSCI EAFE Small-Cap ETF 0.2 40 28 0.0 -3.2
RNSC Furst Trust Small Cap US Equity Select ETF 0.2 60 8 8.4 +5.2
AVDE Avantis International Equity ETF 0.2 23 45 7.9 +4.7
SXQG ETC 6 Meridian Quality Growth ETF 0.2 100 -32 4.4 +1.2
VPL Vanguard FTSE Pacific ETF 0.2 8 60 7.0 +3.8
HLGE Hartford Longevity Economy ETF 0.2 44 24 6.6 +3.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 39 8.8 +5.6
ROSC Hartford Multifactor Small Cap ETF 0.2 34 34 10.1 +6.9
VFMV Vanguard U.S. Minimum Volatility ETF 0.2 13 55 5.4 +2.2
FEP First Trust Europe AlphaDEX Fund 0.1 80 -12 8.6 +5.4
JHMD John Hancock Multifactor Developed International ETF 0.1 39 29 7.4 +4.2
IAK iShares U.S. Insurance ETF 0.1 40 28 6.3 +3.1
JSML Janus Henderson Small Cap Growth Alpha ETF 0.1 30 38 9.3 +6.1
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 38 6.8 +3.6
EIS iShares MSCI Israel ETF 0.1 58 10 9.5 +6.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.1 15 53 8.7 +5.5
EBIZ Global X E-Commerce ETF 0.1 50 18 1.2 -2.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 18 4.7 +1.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.1 35 33 7.5 +4.3
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 10 58 7.8 +4.6
VIGI Vanguard International Dividend Appreciation ETF 0.1 15 53 5.6 +2.4
VHT Vanguard Health Care ETF 0.1 10 58 5.7 +2.5
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 57 7.7 +4.5
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 32 7.5 +4.3
EWY iShares MSCI South Korea ETF 0.1 58 10 8.5 +5.3
FHLC Fidelity MSCI Health Care Index ETF 0.1 8 60 5.9 +2.7
DHS WisdomTree U.S. High Dividend Fund 0.1 38 30 8.8 +5.6
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.1 39 29 12.5 +9.3
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 53 5.5 +2.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.1 15 53 6.9 +3.7
VBR Vanguard Small Cap Value ETF 0.1 7 61 8.2 +5.0
ECNS iShares MSCI China Small-Cap ETF 0.1 59 9 14.2 +11.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 38 7.8 +4.6
FLKR Franklin FTSE South Korea ETF 0.1 9 59 9.4 +6.2
SPHQ Invesco S&P 500 Quality ETF 0.1 15 53 5.4 +2.2
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 48 10.0 +6.8
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 43 10.0 +6.8
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 26 0.0 -3.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 39 9.1 +5.9
JPIN J.P. Morgan Diversified Return International Equity ETF 0.1 37 31 8.7 +5.5
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 61 7.5 +4.3
IGRO iShares International Dividend Growth ETF 0.1 15 53 7.1 +3.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.1 30 38 7.6 +4.4
IQIN IQ 500 International ETF 0.1 25 43 8.8 +5.6
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 10 8.8 +5.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 23 8.5 +5.3
AFMC First Trust Active Factor Mid Cap ETF 0.1 65 3 7.5 +4.3
TGRW T. Rowe Price Growth Stock ETF 0.1 52 16 4.2 +1.0
TXS Texas Capital Texas Equity Index ETF 0.0 49 19 5.6 +2.4
RWK Invesco S&P MidCap 400 Revenue ETF 0.0 39 29 8.7 +5.5
SCJ iShares MSCI Japan Small-Cap ETF 0.0 50 18 6.4 +3.2
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 60 7.6 +4.4
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 11 3.6 +0.4
IVLU iShares MSCI Intl Value Factor ETF 0.0 30 38 10.6 +7.4
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.0 50 18 10.5 +7.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.0 20 48 6.9 +3.7
FLCH Franklin FTSE China ETF 0.0 19 49 9.6 +6.4
DFIV Dimensional International Value ETF 0.0 27 41 9.8 +6.6
VYMI Vanguard International High Dividend Yield ETF 0.0 22 46 9.7 +6.5
IGPT Invesco AI and Next Gen Software ETF 0.0 60 8 3.8 +0.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 44 8.6 +5.4
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 49 7.2 +4.0
CN Xtrackers MSCI All China Equity ETF 0.0 50 18 8.7 +5.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 29 7.6 +4.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 2 7.2 +4.0
EMXC iShares MSCI Emerging Markets ex China ETF 0.0 25 43 6.7 +3.5
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 19 6.7 +3.5
SCHE Schwab Emerging Markets Equity ETF 0.0 11 57 7.6 +4.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -2 6.3 +3.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 3 7.7 +4.5
EEM iShares MSCI Emerging Markets ETF 0.0 69 -1 7.0 +3.8
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 59 7.5 +4.3
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 18 4.9 +1.7
GXC SPDR S&P China ETF 0.0 59 9 9.0 +5.8
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 9 9.6 +6.4

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

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RESULTS & ESTIMATES

  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 9.8 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 68 bp
Equals: ALTAR Score 3.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 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.