Global X FinTech ETF
ALTAR
Score™
3.1% info Recommen-
dation
NEUTRAL
2024E    2025E
P/E
ratio
25.9x P/Sales
ratio
3.9x
P/BV
ratio
2.7x 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) $348
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 60
Wgt avg mkt cap (mns) $38,670
Large cap (>$10bn) 67.2%
Mid cap ($2-10bn) 25.9%
Small cap (<$2bn) 6.9%
Developed mkts 97.1%
Emerging mkts 3.0%

TOP TEN HOLDINGS
INTUIT INC 8.6 %
COINBASE GLOBAL, INC. CLASS A 8.5 %
FISERV, INC. 6.6 %
ADYEN NV 5.8 %
FIDELITY NATIONAL INFORMATION SERV 5.2 %
GLOBAL PAYMENTS INC. 4.8 %
BLOCK INC. 4.6 %
SS&C TECHNOLOGIES HOLDINGS 4.2 %
PAYPAL HOLDINGS, INC. 4.2 %
JACK HENRY & ASSOCIATES, INC. 3.7 %
Total 56.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 75.3 %
NETHERLANDS 5.8 %
BRITAIN 3.4 %
NEW ZEALAND 3.3 %
ITALY 2.9 %
BRAZIL 2.1 %
SWITZERLAND 1.7 %
SOUTH KOREA 1.4 %
AUSTRALIA 1.0 %
URUGUAY 0.8 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-5.7% 10.6% 1.6% -- 8.7%

Market Correlations
versus... Beta R-squared
S&P500 1.53 68%
MSCI EAFE 1.45 56%
MSCI Emg. Mkts. 1.17 39%

Technical Indicators
Recent close $24.83
30d moving avg. $21.88
Annualized volatility 32.9%
Short interest (ETF) 0.4%
Relative strength (RSI) 82

Liquidity measures
Avg. volume (thou.) 115
Turnover 0.8%
Bid/Ask (% of price) 0.39%
ADV underlying (mns) $8,903

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 707 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™: 3.1%


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 50.7 75 -7 6.5 +3.5
ARKF ARK Fintech Innovation ETF 28.6 75 -7 -2.4 -5.5
BPAY BlackRock Future Financial and Technology ETF 26.5 70 -2 8.2 +5.1
STCE Schwab Crypto Thematic ETF 19.3 30 38 -5.8 -8.8
GFOF Grayscale Future of Finance ETF 18.7 70 -2 -4.2 -7.3
FDIG Fidelity Crypto Industry and Digital Payments ETF 18.7 39 29 -1.4 -4.4
BWEB Bitwise Web3 ETF 16.5 85 -17 0.9 -2.2
IBLC iShares Blockchain and Tech ETF 16.4 47 21 -1.4 -4.5
BYOB SoFi Be Your Own Boss ETF 15.3 59 9 -1.9 -5.0
DTEC ALPS Disruptive Technologies ETF 14.7 50 18 3.6 +0.5
DAPP VanEck Digital Transformation ETF 14.2 50 18 -5.3 -8.3
ARKW ARK Next Generation Internet ETF 14.1 87 -19 -3.3 -6.4
ARKK ARK Innovation ETF 13.4 75 -7 -4.7 -7.8
BKCH Global X Blockchain ETF 13.3 50 18 -5.2 -8.3
BITQ Bitwise Crypto Industry Innovators ETF 13.0 85 -17 -5.0 -8.1
MILN Global X Millennial Consumer ETF 11.8 50 18 2.4 -0.7
IPO Renaissance IPO ETF 11.8 60 8 -3.1 -6.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 11.4 68 0 4.2 +1.2
BLOK Amplify Transformational Data Sharing ETF 11.0 75 -7 1.3 -1.8
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 10.8 85 -17 -1.3 -4.3
BUZZ VanEck Social Sentiment ETF 10.7 75 -7 0.2 -2.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 9.1 61 7 -0.3 -3.4
IGV iShares Expanded Tech-Software Sector ETF 9.0 41 27 3.1 +0.0
ISHP First Trust Nasdaq Retail ETF 8.9 60 8 3.1 +0.0
KOIN Capital Link Global Fintech Leaders ETF 8.7 75 -7 5.1 +2.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 8.6 45 23 6.0 +3.0
CWS AdvisorShares Focused Equity ETF 8.4 84 -16 4.7 +1.6
TWEB SoFi Web 3 ETF 8.0 59 9 -7.6 -10.7
SATO Invesco Alerian Galaxy Crypto Economy ETF 7.9 61 7 -7.3 -10.4
AOTG AOT Growth and Innovation ETF 7.3 75 -7 3.1 -0.0
INNO Harbor Disruptive Innovation ETF 7.2 75 -7 -3.7 -6.8
LOUP Innovator Deepwater Frontier Tech ETF 7.2 70 -2 2.0 -1.1
RSPF Invesco S&P 500 Equal Weight Financials ETF 7.0 40 28 7.2 +4.1
FDNI First Trust Dow Jones International Internet ETF 6.6 65 3 2.5 -0.6
MVPS Amplify Thematic All-Stars ETF 6.5 49 19 1.6 -1.5
TMFM Motley Fool Mid-Cap Growth ETF 6.3 85 -17 3.1 -0.0
KOMP SPDR S&P Kensho New Economies Composite ETF 6.1 20 48 2.1 -1.0
XSW SPDR S&P Software & Services ETF 6.0 35 33 2.9 -0.2
PKW Invesco Buyback Achievers ETF 5.9 62 6 8.1 +5.0
EMFQ Amplify Emerging Markets FinTech ETF 5.7 69 -1 3.6 +0.5
WCLD WisdomTree Cloud Computing Fund 5.6 45 23 1.1 -2.0
SFYF SoFi Social 50 ETF 5.5 29 39 -1.2 -4.3
MOON Direxion Moonshot Innovators ETF 5.4 65 3 -18.3 -21.3
JFWD Jacob Forward ETF 5.4 75 -7 -4.0 -7.1
VFH Vanguard Financials ETF 5.4 10 58 6.5 +3.5
FNCL Fidelity MSCI Financials Index ETF 5.4 8 60 6.6 +3.5
XPND First Trust Expanded Technology ETF 5.2 65 3 4.0 +0.9
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 5.2 40 28 5.6 +2.5
FCLD Fidelity Cloud Computing ETF 5.1 39 29 2.3 -0.8
IYJ iShares U.S. Industrials ETF 5.1 40 28 4.8 +1.7
PFI Invesco Dorsey Wright Financial Momentum ETF 5.0 60 8 6.3 +3.2
IBUY Amplify Online Retail ETF 4.8 65 3 1.7 -1.4
GINN Goldman Sachs Innovate Equity ETF 4.8 52 16 2.8 -0.2
CLOD Themes Cloud Computing ETF 4.6 35 33 3.4 +0.4
XITK SPDR FactSet Innovative Technology ETF 4.6 45 23 2.5 -0.6
TRFM AAM Transformers ETF 4.6 49 19 1.4 -1.6
ENTR ERShares Entrepreneurs ETF 4.5 75 -7 1.9 -1.2
EWN iShares MSCI Netherlands ETF 4.4 50 18 4.6 +1.5
XLF Financial Select Sector SPDR Fund 4.4 9 59 6.1 +3.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 4.3 61 7 6.2 +3.2
FPX First Trust US Equity Opportunities ETF 4.3 61 7 0.6 -2.5
TMFS Motley Fool Small-Cap Growth ETF 4.3 85 -17 2.9 -0.2
GVIP Goldman Sachs Hedge Industry VIP ETF 4.2 45 23 4.7 +1.6
TIME Clockwise Core Equity & Innovation ETF 4.1 100 -32 2.2 -0.9
PNQI Invesco NASDAQ Internet ETF 4.0 60 8 2.3 -0.8
ERSX ERShares NextGen Entrepreneurs ETF 3.9 75 -7 5.8 +2.7
XT iShares Exponential Technologies ETF 3.9 46 22 3.8 +0.7
PDP Invesco Dorsey Wright Momentum ETF 3.8 62 6 3.6 +0.5
TOLL Tema Monopolies and Oligopolies ETF 3.8 75 -7 2.4 -0.7
MOTE VanEck Morningstar ESG Moat ETF 3.7 49 19 5.0 +1.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.7 70 -2 1.8 -1.3
BKWO BNY Mellon Women's Opportunities ETF 3.7 50 18 3.6 +0.5
RUNN Running Oak Efficient Growth ETF 3.7 58 10 4.7 +1.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 3.6 40 28 4.0 +0.9
CHGX AXS Change Finance ESG ETF 3.5 49 19 5.0 +1.9
PTEC Global X PropTech ETF 3.4 50 18 1.5 -1.6
KONG Formidable Fortress ETF 3.4 89 -21 6.1 +3.0
SMOT VanEck Morningstar SMID Moat ETF 3.3 49 19 7.1 +4.1
PSET Principal Quality ETF 3.3 15 53 5.5 +2.4
NULV Nuveen ESG Large-Cap Value ETF 3.2 26 42 7.2 +4.1
PTF Invesco Dorsey Wright Technology Momentum ETF 3.2 60 8 0.5 -2.5
IETC iShares U.S. Tech Independence Focused ETF 3.1 18 50 4.2 +1.1
FPXE First Trust IPOX Europe Equity Opportunities ETF 3.1 70 -2 3.9 +0.8
FPXI First Trust International Equity Opportunities ETF 3.1 70 -2 3.5 +0.4
IPOS Renaissance International IPO ETF 3.1 80 -12 -360.3 -363.4
IXG iShares Global Financials ETF 3.1 42 26 7.0 +3.9
VBK Vanguard Small-Cap Growth ETF 3.0 7 61 1.4 -1.6
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 3.0 86 -18 1.6 -1.5
TMFX Motley Fool Next Index ETF 3.0 50 18 3.2 +0.2
CAML Congress Large Cap Growth ETF 2.9 66 2 3.5 +0.4
VSDA VictoryShares Dividend Accelerator ETF 2.9 35 33 6.0 +2.9
SMCP AlphaMark Actively Managed Small Cap ETF 2.9 90 -22 0.0 -3.1
XNTK SPDR NYSE Technology ETF 2.9 35 33 3.8 +0.7
FSST Fidelity Sustainable U.S. Equity ETF 2.9 59 9 4.9 +1.8
FLLV Franklin U.S. Low Volatility ETF 2.9 29 39 5.8 +2.7
DSTL Distillate US Fundamental Stability & Value ETF 2.8 39 29 7.7 +4.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.8 95 -27 1.6 -1.4
SPHB Invesco S&P 500 High Beta ETF 2.8 25 43 4.7 +1.7
ISCG iShares Morningstar Small-Cap Growth ETF 2.8 6 62 2.4 -0.7
FYC First Trust Small Cap Growth AlphaDEX Fund 2.7 71 -3 0.8 -2.2
HAPY Harbor Human Capital Factor Unconstrained ETF 2.7 50 18 3.3 +0.2
FDN First Trust Dow Jones Internet Index Fund 2.7 52 16 1.7 -1.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.7 75 -7 3.2 +0.1
BTHM BlackRock Future U.S. Themes ETF 2.7 60 8 4.7 +1.6
IWO iShares Russell 2000 Growth ETF 2.6 24 44 1.4 -1.6
ZECP Zacks Earnings Consistent Portfolio ETF 2.6 55 13 4.9 +1.8
EQUL IQ Engender Equality ETF 2.6 45 23 6.7 +3.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.6 65 3 3.8 +0.7
QDF FlexShares Quality Dividend Index Fund 2.6 37 31 5.0 +1.9
ADME Aptus Drawdown Managed Equity ETF 2.6 79 -11 4.4 +1.3
KCE SPDR S&P Capital Markets ETF 2.6 35 33 7.0 +3.9
KRUZ Unusual Whales Subversive Republican Trading ETF 2.6 75 -7 4.8 +1.8
PSC Principal U.S. Small-Cap ETF 2.5 38 30 7.9 +4.8
VTWG Vanguard Russell 2000 Growth ETF 2.5 15 53 1.7 -1.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 2.4 50 18 5.8 +2.7
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.4 57 11 3.5 +0.4
EUFN iShares MSCI Europe Financials ETF 2.4 51 17 8.7 +5.6
IWS iShares Russell Mid-Cap Value ETF 2.4 23 45 6.7 +3.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.4 64 4 2.0 -1.1
STXK Strive Small-Cap ETF 2.4 18 50 5.2 +2.1
VEGN US Vegan Climate ETF 2.4 60 8 4.5 +1.5
JEPI JPMorgan Equity Premium Income ETF 2.4 35 33 5.3 +2.2
LRGE ClearBridge Large Cap Growth ESG ETF 2.4 59 9 3.2 +0.1
FXL First Trust Technology AlphaDEX Fund 2.4 61 7 3.9 +0.8
FLDZ RiverNorth Patriot ETF 2.4 75 -7 6.0 +3.0
FMIL Fidelity New Millennium ETF 2.3 59 9 4.0 +1.0
FDG American Century Focused Dynamic Growth ETF 2.3 45 23 2.6 -0.5
CGGR Capital Group Growth ETF 2.3 39 29 3.4 +0.3
VXF Vanguard Extended Market ETF 2.3 6 62 3.9 +0.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.3 9 59 3.9 +0.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.2 39 29 4.1 +1.0
SPMV Invesco S&P 500 Minimum Variance ETF 2.2 10 58 5.6 +2.6
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.2 60 8 5.1 +2.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.2 30 38 4.6 +1.5
AIEQ AI Powered Equity ETF 2.2 75 -7 5.5 +2.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.2 75 -7 3.1 +0.0
JAVA JPMorgan Active Value ETF 2.2 44 24 6.6 +3.6
FBZ First Trust Brazil AlphaDEX Fund 2.1 80 -12 10.7 +7.6
OGIG ALPS O'Shares Global Internet Giants ETF 2.1 48 20 0.0 -3.1
WOMN Impact Shares YWCA Women's Empowerment ETF 2.1 75 -7 4.7 +1.6
NULG Nuveen ESG Large-Cap Growth ETF 2.1 26 42 4.3 +1.2
JHDV John Hancock U.S. High Dividend ETF 2.1 34 34 6.4 +3.4
RNLC First Trust Large Cap US Equity Select ETF 2.1 60 8 6.1 +3.1
FDWM Fidelity Women's Leadership ETF 2.1 59 9 4.8 +1.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.1 4 64 6.2 +3.1
USXF iShares ESG Advanced MSCI USA ETF 2.1 10 58 4.9 +1.9
CVAR Cultivar ETF 2.1 87 -19 7.2 +4.1
EWI iShares MSCI Italy ETF 2.1 50 18 8.4 +5.3
SHE SPDR MSCI USA Gender Diversity ETF 2.1 20 48 4.8 +1.8
BTEK Future Tech ETF 2.1 88 -20 2.3 -0.8
IMCG iShares Morningstar Mid-Cap Growth ETF 2.1 6 62 4.2 +1.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.1 49 19 5.2 +2.2
KLDW Knowledge Leaders Developed World ETF 2.0 75 -7 4.9 +1.8
QLC FlexShares US Quality Large Cap Index Fund 2.0 25 43 5.6 +2.5
IYW iShares U.S. Technology ETF 2.0 40 28 4.4 +1.3
ACVF American Conservative Values ETF 2.0 75 -7 4.3 +1.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.0 20 48 5.1 +2.0
QDEF FlexShares Quality Dividend Defensive Index Fund 2.0 37 31 4.8 +1.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.0 15 53 4.8 +1.7
SIZE iShares MSCI USA Size Factor ETF 2.0 15 53 6.0 +2.9
EUSA iShares MSCI USA Equal Weighted ETF 2.0 9 59 6.0 +3.0
FTGS First Trust Growth Strength ETF 2.0 60 8 6.4 +3.3
DFNV Donoghue Forlines Innovation ETF 2.0 69 -1 5.4 +2.3
XHS SPDR S&P Health Care Services ETF 2.0 35 33 6.5 +3.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.0 35 33 4.6 +1.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.0 60 8 1.0 -2.1
IWR iShares Russell Midcap ETF 2.0 19 49 5.7 +2.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.0 58 10 4.4 +1.3
QQMG Invesco ESG NASDAQ 100 ETF 1.9 20 48 4.6 +1.6
RYJ Invesco Raymond James SB-1 Equity ETF 1.9 75 -7 3.0 -0.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.9 15 53 4.6 +1.5
XLK Technology Select Sector SPDR Fund 1.9 9 59 4.9 +1.9
VOE Vanguard Mid-Cap Value ETF 1.9 7 61 7.5 +4.4
VGT Vanguard Information Technology ETF 1.9 10 58 4.5 +1.4
FTEC Fidelity MSCI Information Technology Index ETF 1.9 8 60 4.6 +1.5
QQQM Invesco NASDAQ 100 ETF 1.9 15 53 4.6 +1.5
QQQ Invesco QQQ Trust Series I 1.9 20 48 4.5 +1.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.9 15 53 5.2 +2.1
IGM iShares Expanded Tech Sector ETF 1.9 41 27 4.2 +1.1
PSCT Invesco S&P SmallCap Information Technology ETF 1.8 29 39 6.9 +3.8
FUNL CornerCap Fundametrics Large-Cap ETF 1.8 50 18 6.8 +3.8
SNPV Xtrackers S&P 500 Value ESG ETF 1.8 15 53 6.6 +3.5
LCF Touchstone US Large Cap Focused ETF 1.8 69 -1 4.4 +1.3
GURU Global X Guru Index ETF 1.8 75 -7 3.8 +0.7
FKU First Trust United Kingdom AlphaDEX Fund 1.8 80 -12 7.6 +4.5
QQQN VictoryShares Nasdaq Next 50 ETF 1.8 18 50 4.2 +1.2
IMCB iShares Morningstar Mid-Cap ETF 1.8 4 64 6.1 +3.0
RPG Invesco S&P 500 Pure Growth ETF 1.7 35 33 3.4 +0.3
CACG ClearBridge All Cap Growth ESG ETF 1.7 54 14 3.2 +0.1
ISCB iShares Morningstar Small-Cap ETF 1.7 4 64 5.3 +2.2
SCHG Schwab U.S. Large-Cap Growth ETF 1.7 4 64 4.2 +1.1
BUYZ Franklin Disruptive Commerce ETF 1.7 50 18 1.8 -1.2
WGMI Valkyrie Bitcoin Miners ETF 1.7 75 -7 -10.3 -13.4
GDIV Harbor Dividend Growth Leaders ETF 1.7 50 18 6.1 +3.0
ITAN Sparkline Intangible Value ETF 1.7 50 18 6.0 +3.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.7 60 8 4.3 +1.2
VSLU Applied Finance Valuation Large Cap ETF 1.7 49 19 5.9 +2.8
ANEW ProShares MSCI Transformational Changes ETF 1.7 45 23 3.3 +0.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.7 15 53 6.1 +3.0
QGRW WisdomTree U.S. Quality Growth Fund 1.6 28 40 4.5 +1.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.6 9 59 5.9 +2.8
GGRW Gabelli Growth Innovators ETF 1.6 90 -22 2.1 -0.9
MGK Vanguard Mega Cap Growth ETF 1.6 7 61 4.1 +1.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.6 40 28 5.4 +2.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.6 60 8 5.2 +2.1
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 26 6.1 +3.0
LRND IQ U.S. Large Cap R&D Leaders ETF 1.6 14 54 6.1 +3.0
LEAD Siren DIVCON Leaders Dividend ETF 1.6 43 25 5.0 +1.9
IWM iShares Russell 2000 ETF 1.6 19 49 3.7 +0.6
REVS Columbia Research Enhanced Value ETF 1.6 19 49 7.9 +4.8
VFVA Vanguard U.S. Value Factor ETF 1.6 13 55 10.8 +7.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.6 9 59 4.9 +1.8
VUG Vanguard Growth ETF 1.6 4 64 4.1 +1.0
DFLV Dimensional US Large Cap Value ETF 1.5 22 46 8.0 +5.0
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 1.5 75 -7 1.7 -1.4
FYX First Trust Small Cap Core AlphaDEX Fund 1.5 61 7 7.0 +4.0
JGRO JPMorgan Active Growth ETF 1.5 44 24 3.3 +0.3
VFMO Vanguard U.S. Momentum Factor ETF 1.5 13 55 2.8 -0.3
VTWO Vanguard Russell 2000 ETF 1.5 10 58 3.8 +0.8
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 1.5 60 8 0.7 -2.3
ONEQ Fidelity Nasdaq Composite Index ETF 1.5 21 47 3.7 +0.7
SKYY First Trust Cloud Computing ETF 1.5 60 8 3.1 +0.0
FNX First Trust Mid Cap Core AlphaDEX Fund 1.5 60 8 6.3 +3.2
EGUS iShares ESG Aware MSCI USA Growth ETF 1.5 18 50 4.2 +1.1
IXN iShares Global Tech ETF 1.5 41 27 4.3 +1.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.5 7 61 5.1 +2.0
STXG Strive 1000 Growth ETF 1.5 18 50 4.1 +1.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.4 59 9 2.7 -0.4
IMCV iShares Morningstar Mid-Cap Value ETF 1.4 6 62 8.1 +5.0
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.4 12 56 5.4 +2.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 12 5.1 +2.0
DFSU Dimensional US Sustainability Core 1 ETF 1.4 18 50 5.6 +2.6
VO Vanguard Mid-Cap ETF 1.4 4 64 5.8 +2.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.4 52 16 6.6 +3.5
ESGV Vanguard ESG U.S. Stock ETF 1.4 9 59 4.9 +1.9
SUSA iShares MSCI USA ESG Select ETF 1.4 25 43 5.2 +2.1
ILCG iShares Morningstar Growth ETF 1.4 4 64 3.9 +0.9
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 58 5.0 +2.0
DBLV AdvisorShares DoubleLine Value Equity ETF 1.4 90 -22 8.0 +4.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.4 10 58 5.1 +2.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.4 10 58 5.4 +2.3
VB Vanguard Small-Cap ETF 1.4 5 63 5.4 +2.3
CGGO Capital Group Global Growth Equity ETF 1.4 47 21 4.1 +1.1
BKSE BNY Mellon US Small Cap Core Equity ETF 1.4 4 64 5.5 +2.5
FEX First Trust Large Cap Core AlphaDEX Fund 1.4 59 9 5.6 +2.5
ISRA VanEck Israel ETF 1.3 59 9 8.4 +5.4
RECS Columbia Research Enhanced Core ETF 1.3 15 53 5.6 +2.5
FSZ First Trust Switzerland AlphaDEX Fund 1.3 80 -12 4.2 +1.1
SFYX SoFi Next 500 ETF 1.3 0 68 5.6 +2.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 51 5.5 +2.4
JMOM JPMorgan U.S. Momentum Factor ETF 1.3 12 56 4.8 +1.7
VOOV Vanguard S&P 500 Value ETF 1.3 10 58 5.6 +2.5
TTAC FCF US Quality ETF 1.3 59 9 6.4 +3.3
ETHO Etho Climate Leadership U.S. ETF 1.3 47 21 3.9 +0.9
JVAL JPMorgan U.S. Value Factor ETF 1.3 12 56 8.3 +5.3
FTA First Trust Large Cap Value AlphaDEX Fund 1.3 59 9 8.4 +5.3
STXD Strive 1000 Dividend Growth ETF 1.3 35 33 5.3 +2.2
SCHA Schwab U.S. Small-Cap ETF 1.3 4 64 4.8 +1.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.3 10 58 4.6 +1.6
VIG Vanguard Dividend Appreciation ETF 1.3 6 62 5.7 +2.6
DSI iShares MSCI KLD 400 Social ETF 1.3 25 43 5.1 +2.0
VOT Vanguard Mid-Cap Growth ETF 1.3 7 61 4.1 +1.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.2 75 -7 4.7 +1.6
FEZ SPDR EURO STOXX 50 ETF 1.2 29 39 6.3 +3.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 61 5.7 +2.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.2 54 14 6.5 +3.5
VONV Vanguard Russell 1000 Value ETF 1.2 8 60 6.8 +3.7
IWD iShares Russell 1000 Value ETF 1.2 19 49 6.6 +3.6
RSP Invesco S&P 500 Equal Weight ETF 1.2 20 48 6.2 +3.1
TPHD Timothy Plan High Dividend Stock ETF 1.2 52 16 6.6 +3.5
DFAS Dimensional U.S. Small Cap ETF 1.2 26 42 5.9 +2.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.2 65 3 8.0 +5.0
IWV iShares Russell 3000 ETF 1.2 20 48 4.9 +1.9
IYY iShares Dow Jones U.S. ETF 1.2 20 48 5.0 +1.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.2 3 65 5.1 +2.0
DFUS Dimensional U.S. Equity ETF 1.2 9 59 5.1 +2.0
VTHR Vanguard Russell 3000 ETF 1.2 10 58 5.0 +2.0
CHAT Roundhill Generative AI & Technology ETF 1.2 75 -7 2.7 -0.4
IWY iShares Russell Top 200 Growth ETF 1.2 20 48 4.6 +1.5
IWB iShares Russell 1000 ETF 1.2 15 53 5.1 +2.0
IHF iShares U.S. Healthcare Providers ETF 1.2 40 28 5.8 +2.7
VONE Vanguard Russell 1000 ETF 1.2 8 60 5.1 +2.1
SCHB Schwab U.S. Broad Market ETF 1.2 3 65 5.1 +2.1
SCHK Schwab 1000 Index ETF 1.2 5 63 5.2 +2.1
SCHX Schwab U.S. Large-Cap ETF 1.2 3 65 5.2 +2.1
DFAU Dimensional US Core Equity Market ETF 1.2 12 56 5.3 +2.3
DFUV Dimensional US Marketwide Value ETF 1.2 22 46 7.7 +4.6
TMFC Motley Fool 100 Index ETF 1.2 50 18 3.8 +0.8
SFY SoFi Select 500 ETF 1.2 0 68 5.1 +2.0
AZTD Aztlan Global Stock Selection DM SMID ETF 1.2 75 -7 4.2 +1.1
PBUS Invesco MSCI USA ETF 1.2 4 64 5.2 +2.1
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 1.2 86 -18 1.8 -1.3
VV Vanguard Large-Cap ETF 1.2 4 64 5.1 +2.1
LCLG Logan Capital Broad Innovative Growth ETF 1.2 99 -31 4.6 +1.6
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -7 3.8 +0.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.2 11 57 5.2 +2.1
IWF iShares Russell 1000 Growth ETF 1.2 19 49 4.5 +1.4
SPXV ProShares S&P 500 Ex-Health Care ETF 1.2 9 59 5.0 +1.9
VONG Vanguard Russell 1000 Growth ETF 1.2 8 60 4.6 +1.5
GSPY Gotham Enhanced 500 ETF 1.2 50 18 5.3 +2.3
VTI Vanguard Total Stock Market ETF 1.2 3 65 5.0 +2.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.2 7 61 5.1 +2.1
AVSC Avantis U.S Small Cap Equity ETF 1.1 25 43 5.2 +2.1
SRHQ SRH U.S. Quality ETF 1.1 35 33 8.0 +4.9
BKLC BNY Mellon US Large Cap Core Equity ETF 1.1 0 68 5.2 +2.1
STRV Strive 500 ETF 1.1 5 63 5.1 +2.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.1 2 66 5.2 +2.1
ILCB iShares Morningstar U.S. Equity ETF 1.1 3 65 5.2 +2.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 48 6.3 +3.3
XVV iShares ESG Screened S&P 500 ETF 1.1 8 60 5.1 +2.0
WCEO Hypatia Women CEO ETF 1.1 85 -17 5.8 +2.7
VOTE TCW Transform 500 ETF 1.1 5 63 5.1 +2.1
JQUA JPMorgan U.S. Quality Factor ETF 1.1 12 56 5.6 +2.5
CFA VictoryShares US 500 Volatility Wtd ETF 1.1 35 33 5.9 +2.9
SCHM Schwab U.S. Mid-Cap ETF 1.1 4 64 6.3 +3.2
EPS WisdomTree U.S. LargeCap Fund 1.1 8 60 6.3 +3.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.1 40 28 5.9 +2.8
DFAC Dimensional U.S. Core Equity 2 ETF 1.1 17 51 5.6 +2.6
MGC Vanguard Mega Cap ETF 1.1 7 61 5.0 +1.9
NULC Nuveen ESG Large-Cap ETF 1.1 21 47 5.5 +2.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.1 25 43 5.6 +2.6
PFM Invesco Dividend Achievers ETF 1.1 53 15 5.6 +2.6
ESGU iShares ESG Aware MSCI USA ETF 1.1 15 53 5.1 +2.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 -7 6.6 +3.6
SPXE ProShares S&P 500 Ex-Energy ETF 1.0 9 59 5.1 +2.0
EQAL Invesco Russell 1000 Equal Weight ETF 1.0 20 48 6.1 +3.0
RVRB Reverb ETF 1.0 30 38 4.9 +1.8
BIBL Inspire 100 ETF 1.0 35 33 4.8 +1.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.0 20 48 5.0 +1.9
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.0 50 18 8.3 +5.2
ROE Astoria US Quality Kings ETF 1.0 49 19 8.0 +4.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.0 20 48 5.0 +1.9
CATH Global X S&P 500 Catholic Values Custom ETF 1.0 29 39 5.1 +2.0
JHML John Hancock Multifactor Large Cap ETF 1.0 29 39 5.6 +2.5
BLES Inspire Global Hope ETF 1.0 61 7 6.3 +3.3
IVE iShares S&P 500 Value ETF 1.0 18 50 6.6 +3.5
DEUS Xtrackers Russell US Multifactor ETF 1.0 17 51 7.0 +4.0
SPYV SPDR Portfolio S&P 500 Value ETF 1.0 4 64 6.8 +3.7
SMMD iShares Russell 2500 ETF 1.0 15 53 5.9 +2.9
IVV iShares Core S&P 500 ETF 1.0 3 65 5.2 +2.2
SPY SPDR S&P 500 ETF Trust 1.0 9 59 5.2 +2.1
IVW iShares S&P 500 Growth ETF 1.0 18 50 4.3 +1.2
SPLG SPDR Portfolio S&P 500 ETF 1.0 2 66 5.2 +2.2
SPYG SPDR Portfolio S&P 500 Growth ETF 1.0 4 64 4.4 +1.4
WTV WisdomTree US Value Fund of Benef Interest 1.0 12 56 8.8 +5.7
USVT US Value ETF 1.0 49 19 11.5 +8.5
VOO Vanguard S&P 500 ETF 1.0 3 65 5.2 +2.2
TOK iShares MSCI Kokusai ETF 1.0 26 42 5.3 +2.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.0 10 58 4.7 +1.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 59 5.4 +2.4
METV Roundhill Ball Metaverse ETF 1.0 59 9 3.7 +0.6
NTZG Nuveen Global Net Zero Transition ETF 1.0 56 12 5.0 +1.9
IUSV iShares Core S&P US Value ETF 1.0 4 64 6.8 +3.8
VLUE iShares MSCI USA Value Factor ETF 1.0 15 53 10.7 +7.6
QVML Invesco S&P 500 QVM Multi-factor ETF 1.0 11 57 5.2 +2.1
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 64 4.5 +1.4
FLEU Franklin FTSE Eurozone ETF 1.0 9 59 6.8 +3.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.0 12 56 4.4 +1.3
KRMA Global X Conscious Companies ETF 1.0 43 25 5.7 +2.6
MOTI VanEck Morningstar International Moat ETF 1.0 58 10 7.0 +3.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.0 3 65 5.4 +2.3
IWL iShares Russell Top 200 ETF 1.0 15 53 4.9 +1.8
JHMM John Hancock Multifactor Mid Cap ETF 0.9 42 26 6.6 +3.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.9 14 54 5.3 +2.2
ONEO SPDR Russell 1000 Momentum Focus ETF 0.9 20 48 7.1 +4.0
EQWL Invesco S&P 100 Equal Weight ETF 0.9 25 43 6.6 +3.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 48 5.5 +2.4
URTH iShares MSCI World ETF 0.9 24 44 5.4 +2.3
EWA iShares MSCI Australia ETF 0.9 50 18 5.1 +2.0
WUGI AXS Esoterica NextG Economy ETF 0.9 75 -7 2.5 -0.6
IWP iShares Russell Mid-Cap Growth ETF 0.9 23 45 3.7 +0.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.9 20 48 4.5 +1.4
YPS Arrow Reverse Cap 500 ETF 0.9 29 39 6.5 +3.4
SNPE Xtrackers S&P 500 ESG ETF 0.9 10 58 5.3 +2.2
DIVB iShares Core Dividend ETF 0.9 5 63 8.0 +5.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.9 65 3 4.3 +1.3
IDHQ Invesco S&P International Developed High Quality ETF 0.9 29 39 6.0 +2.9
ISMD Inspire Small/Mid Cap ETF 0.9 54 14 6.1 +3.0
GDEF Goldman Sachs Defensive Equity ETF 0.9 55 13 4.4 +1.3
IQLT iShares MSCI Intl Quality Factor ETF 0.9 30 38 5.7 +2.7
APUE ActivePassive U.S. Equity ETF 0.9 45 23 5.0 +1.9
DARP Grizzle Growth ETF 0.9 75 -7 5.2 +2.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.9 32 36 5.0 +2.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.9 18 50 6.2 +3.1
NUDV Nuveen ESG Dividend ETF 0.9 26 42 7.6 +4.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.9 20 48 6.6 +3.6
WRND IQ Global Equity R&D Leaders ETF 0.9 18 50 7.1 +4.0
VT Vanguard Total World Stock ETF 0.8 7 61 5.1 +2.0
GLOF iShares Global Equity Factor ETF 0.8 20 48 7.2 +4.2
BFOR ALPS Barron's 400 ETF 0.8 65 3 7.4 +4.3
IUS Invesco RAFI Strategic US ETF 0.8 19 49 7.2 +4.1
ACWI iShares MSCI ACWI ETF 0.8 32 36 5.5 +2.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 43 6.6 +3.5
DFND Siren DIVCON Dividend Defender ETF 0.8 189 -121 4.0 +0.9
ILCV iShares Morningstar Value ETF 0.8 4 64 6.7 +3.6
PY Principal Value ETF 0.8 15 53 7.6 +4.5
PRF Invesco FTSE RAFI US 1000 ETF 0.8 39 29 6.6 +3.5
SPXT ProShares S&P 500 Ex-Technology ETF 0.8 9 59 5.6 +2.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 59 5.7 +2.7
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 39 5.0 +2.0
FBCG Fidelity Blue Chip Growth ETF 0.8 59 9 2.5 -0.6
IYF iShares U.S. Financials ETF 0.8 40 28 6.4 +3.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.8 12 56 5.0 +1.9
IYG iShares US Financial Services ETF 0.8 40 28 5.9 +2.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 59 5.6 +2.5
QINT American Century Quality Diversified International ETF 0.8 39 29 7.5 +4.5
TPSC Timothy Plan US Small Cap Core ETF 0.8 52 16 7.5 +4.4
VOOG Vanguard S&P 500 Growth ETF 0.8 10 58 5.3 +2.2
MAGA Point Bridge America First ETF 0.8 72 -4 6.4 +3.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.8 58 10 5.4 +2.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.7 52 16 5.4 +2.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.7 12 56 7.5 +4.5
FLAU Franklin FTSE Australia ETF 0.7 9 59 5.6 +2.6
NUMV Nuveen ESG Mid-Cap Value ETF 0.7 31 37 7.6 +4.5
RAFE PIMCO RAFI ESG U.S. ETF 0.7 29 39 7.0 +4.0
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.7 42 26 7.4 +4.4
LRGF iShares U.S. Equity Factor ETF 0.7 8 60 5.9 +2.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.7 35 33 7.5 +4.4
EZU iShares MSCI Eurozone ETF 0.7 52 16 6.3 +3.3
EFG iShares MSCI EAFE Growth ETF 0.7 36 32 4.1 +1.0
FNDB Schwab Fundamental US Broad Market Index ETF 0.7 25 43 6.9 +3.9
GVLU Gotham 1000 Value ETF 0.7 50 18 7.7 +4.6
VFMF Vanguard U.S. Multifactor ETF 0.7 18 50 8.7 +5.6
FDMO Fidelity Momentum Factor ETF 0.7 15 53 3.5 +0.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.7 67 1 9.5 +6.4
USMV iShares MSCI USA Min Vol Factor ETF 0.7 15 53 6.0 +2.9
DMXF iShares ESG Advanced MSCI EAFE ETF 0.7 12 56 5.4 +2.4
TTAI FCF International Quality ETF 0.7 59 9 6.8 +3.7
EES WisdomTree U.S. SmallCap Fund 0.7 38 30 10.0 +6.9
FNDX Schwab Fundamental US Large Co. Index ETF 0.7 25 43 7.0 +3.9
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 55 7.0 +3.9
EVUS iShares ESG Aware MSCI USA Value ETF 0.7 18 50 6.7 +3.7
IVES Wedbush ETFMG Global Cloud Technology ETF 0.7 68 0 1.4 -1.7
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 30 8.7 +5.7
SLYG SPDR S&P 600 Small Cap Growth ETF 0.7 15 53 6.7 +3.6
IJT iShares S&P Small-Cap 600 Growth ETF 0.7 18 50 6.7 +3.6
DGRO iShares Core Dividend Growth ETF 0.7 8 60 6.5 +3.4
FLQL Franklin LibertyQ U.S. Equity ETF 0.7 15 53 5.9 +2.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.7 45 23 6.4 +3.3
IJR iShares Core S&P Small Cap ETF 0.7 6 62 7.9 +4.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.7 3 65 7.9 +4.8
IJS iShares S&P Small-Cap 600 Value ETF 0.7 18 50 9.0 +5.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 26 5.0 +2.0
SLYV SPDR S&P 600 Small Cap Value ETF 0.6 15 53 9.0 +6.0
IZRL ARK Israel Innovative Technology ETF 0.6 49 19 1.2 -1.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.6 65 3 1.9 -1.1
BOTZ Global X Robotics & Artificial Intelligence ETF 0.6 69 -1 1.8 -1.3
WISE Themes Generative Artificial Intelligence ETF 0.6 35 33 1.8 -1.3
VTV Vanguard Value ETF 0.6 4 64 7.0 +4.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.6 15 53 6.7 +3.6
VLU SPDR S&P 1500 Value Tilt ETF 0.6 12 56 7.2 +4.1
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.6 47 21 9.9 +6.9
EPP iShares MSCI Pacific ex-Japan ETF 0.6 47 21 5.2 +2.1
FDLO Fidelity Low Volatility Factor ETF 0.6 15 53 5.4 +2.4
NUSC Nuveen ESG Small-Cap ETF 0.6 31 37 5.1 +2.0
ISZE iShares MSCI Intl Size Factor ETF 0.6 30 38 6.7 +3.6
AVUS Avantis U.S. Equity ETF 0.6 15 53 6.1 +3.0
UMMA Wahed Dow Jones Islamic World ETF 0.6 65 3 4.3 +1.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.6 12 56 7.3 +4.2
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 62 8.2 +5.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.6 15 53 6.5 +3.4
JSTC Adasina Social Justice All Cap Global ETF 0.6 89 -21 4.6 +1.5
FLEE Franklin FTSE Europe ETF 0.6 9 59 6.9 +3.9
DGT SPDR Global Dow ETF 0.6 50 18 6.7 +3.6
IEV iShares Europe ETF 0.6 67 1 6.4 +3.3
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 48 6.6 +3.5
TPIF Timothy Plan International ETF 0.6 62 6 6.6 +3.5
COWS Amplify Cash Flow Dividend Leaders ETF 0.6 0 68 12.6 +9.5
QUS SPDR MSCI USA StrategicFactors ETF 0.6 15 53 6.0 +2.9
BBEU JPMorgan BetaBuilders Europe ETF 0.6 9 59 6.8 +3.7
IQSI IQ Candriam International Equity ETF 0.6 15 53 6.3 +3.3
SQLV Royce Quant Small-Cap Quality Value ETF 0.6 60 8 8.8 +5.8
HKND Humankind US Stock ETF 0.6 11 57 6.8 +3.7
GWX SPDR S&P International Small Cap ETF 0.6 40 28 5.4 +2.3
SCHV Schwab U.S. Large-Cap Value ETF 0.6 4 64 6.7 +3.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.6 18 50 7.7 +4.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 44 7.9 +4.8
VGK Vanguard FTSE Europe ETF 0.6 11 57 6.9 +3.8
STXV Strive 1000 Value ETF 0.5 18 50 8.0 +4.9
IWX iShares Russell Top 200 Value ETF 0.5 20 48 6.6 +3.5
SDY SPDR S&P Dividend ETF 0.5 35 33 6.5 +3.5
SSPY Syntax Stratified LargeCap ETF 0.5 30 38 6.5 +3.4
RWL Invesco S&P 500 Revenue ETF 0.5 39 29 6.6 +3.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.5 25 43 6.0 +2.9
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.5 35 33 5.2 +2.2
IWN iShares Russell 2000 Value ETF 0.5 24 44 5.7 +2.6
SPXN ProShares S&P 500 Ex-Financials ETF 0.5 9 59 5.2 +2.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 29 8.7 +5.6
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 10 58 7.0 +3.9
DGRW WisdomTree US Quality Dividend Growth Fund 0.5 28 40 6.1 +3.0
AIQ Global X Artificial Intelligence & Technology ETF 0.5 68 0 3.9 +0.8
VTWV Vanguard Russell 2000 Value ETF 0.5 15 53 5.8 +2.7
HAPI Harbor Human Capital Factor US Large Cap ETF 0.5 36 32 4.7 +1.6
DTD WisdomTree U.S. Total Dividend Fund 0.5 28 40 6.5 +3.5
DFIS Dimensional International Small Cap ETF 0.5 39 29 6.7 +3.6
VIDI Vident International Equity Strategy ETF 0.5 61 7 11.5 +8.4
FFTY Innovator IBD 50 ETF 0.5 80 -12 -0.4 -3.5
PSCF Invesco S&P SmallCap Financials ETF 0.5 29 39 9.8 +6.7
SIXL ETC 6 Meridian Low Beta Equity ETF 0.5 80 -12 5.1 +2.0
AVES Avantis Emerging Markets Value ETF 0.5 36 32 11.8 +8.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 53 8.0 +5.0
ZIG Acquirers Fund 0.5 84 -16 14.0 +11.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -11 6.4 +3.3
FXO First Trust Financials AlphaDEX Fund 0.5 62 6 9.6 +6.5
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.5 35 33 9.1 +6.0
DIV Global X SuperDividend US ETF 0.5 45 23 9.1 +6.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.5 38 30 6.9 +3.9
DEEP Roundhill Acquirers Deep Value ETF 0.5 80 -12 14.0 +10.9
INTF iShares International Equity Factor ETF 0.5 15 53 8.0 +4.9
EZM WisdomTree U.S. MidCap Fund 0.5 38 30 8.3 +5.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.5 20 48 7.9 +4.8
IMFL Invesco International Developed Dynamic Multifactor ETF 0.5 34 34 10.9 +7.8
SSLY Syntax Stratified SmallCap ETF 0.5 40 28 7.3 +4.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.5 46 22 6.5 +3.4
OSCV Opus Small Cap Value ETF 0.5 79 -11 6.2 +3.1
USMF WisdomTree U.S. Multifactor Fund 0.5 28 40 6.9 +3.8
SPEU SPDR Portfolio Europe ETF 0.5 7 61 6.8 +3.7
IEDI iShares U.S. Consumer Focused ETF 0.5 18 50 4.7 +1.6
DLN WisdomTree U.S. LargeCap Dividend Fund 0.5 28 40 6.2 +3.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 53 7.5 +4.4
HDUS Hartford Disciplined US Equity ETF 0.4 19 49 6.2 +3.1
IEUR iShares Core MSCI Europe ETF 0.4 11 57 6.8 +3.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.4 60 8 5.1 +2.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 49 6.4 +3.4
HFXI IQ FTSE International Equity Currency Neutral ETF 0.4 20 48 6.8 +3.8
MGV Vanguard Mega Cap Value ETF 0.4 7 61 6.9 +3.8
HLAL Wahed FTSE USA Shariah ETF 0.4 50 18 4.8 +1.8
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.4 35 33 6.1 +3.1
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.4 51 17 6.7 +3.6
CIL VictoryShares International Volatility Wtd ETF 0.4 45 23 6.8 +3.7
WLDR Affinity World Leaders Equity ETF 0.4 67 1 8.6 +5.5
GSID Goldman Sachs MarketBeta International Equity ETF 0.4 20 48 6.7 +3.6
CGUS Capital Group Core Equity ETF 0.4 33 35 4.7 +1.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.4 15 53 7.7 +4.6
EWL iShares MSCI Switzerland ETF 0.4 50 18 4.1 +1.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.4 29 39 6.2 +3.1
VSGX Vanguard ESG International Stock ETF 0.4 12 56 4.3 +1.3
ESGD iShares ESG Aware MSCI EAFE ETF 0.4 20 48 6.5 +3.4
SCHF Schwab International Equity ETF 0.4 6 62 7.1 +4.0
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 40 8.2 +5.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.4 24 44 8.1 +5.0
EFA iShares MSCI EAFE ETF 0.4 35 33 6.5 +3.4
QGRO American Century U.S. Quality Growth ETF 0.4 29 39 5.1 +2.0
VEA Vanguard FTSE Developed Markets ETF 0.4 5 63 7.0 +3.9
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.4 20 48 6.1 +3.0
BKIE BNY Mellon International Equity ETF 0.4 4 64 7.0 +3.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.4 36 32 6.4 +3.3
KWEB KraneShares CSI China Internet ETF 0.4 69 -1 -0.8 -3.9
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.4 49 19 6.0 +2.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.4 45 23 1.2 -1.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.4 39 29 7.6 +4.5
IEFA iShares Core MSCI EAFE ETF 0.3 7 61 6.7 +3.7
IWC iShares Micro-Cap ETF 0.3 60 8 -4.1 -7.2
DFSI Dimensional International Sustainability Core 1 ETF 0.3 24 44 6.2 +3.1
NUMG Nuveen ESG Mid-Cap Growth ETF 0.3 31 37 3.4 +0.4
MTUM iShares MSCI USA Momentum Factor ETF 0.3 15 53 3.6 +0.5
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 64 6.8 +3.7
AFSM First Trust Active Factor Small Cap ETF 0.3 75 -7 7.9 +4.8
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 38 6.0 +3.0
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.3 80 -12 9.9 +6.9
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 21 9.6 +6.5
SMDY Syntax Stratified MidCap ETF 0.3 35 33 6.3 +3.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 43 8.9 +5.8
DIVI Franklin International Core Dividend Tilt Index ETF 0.3 9 59 8.0 +5.0
LVOL American Century Low Volatility ETF 0.3 29 39 5.1 +2.0
FLGB Franklin FTSE United Kingdom ETF 0.3 9 59 8.6 +5.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.3 3 65 6.9 +3.8
FLSW Franklin FTSE Switzerland ETF 0.3 9 59 5.1 +2.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 56 6.8 +3.7
BCDF Horizon Kinetics Blockchain Development ETF 0.3 85 -17 -0.6 -3.7
ECNS iShares MSCI China Small-Cap ETF 0.3 59 9 11.6 +8.5
FIDU Fidelity MSCI Industrial Index ETF 0.3 8 60 4.7 +1.6
VIS Vanguard Industrials ETF 0.3 10 58 4.4 +1.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 39 7.4 +4.3
RAYD Rayliant Quantitative Developed Market Equity ETF 0.3 80 -12 4.6 +1.5
SQEW LeaderShares Equity Skew ETF 0.3 81 -13 6.0 +2.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 53 7.1 +4.0
VEU Vanguard FTSE All-World ex-US Index Fund 0.3 8 60 5.2 +2.1
SCHC Schwab International Small-Cap Equity ETF 0.3 11 57 6.0 +2.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 29 9.2 +6.1
VXUS Vanguard Total International Stock ETF 0.3 7 61 5.3 +2.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 50 8.3 +5.2
MDY SPDR S&P Midcap 400 ETF Trust 0.3 23 45 6.8 +3.7
MDYV SPDR S&P 400 Mid Cap Value ETF 0.3 15 53 8.3 +5.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 29 6.8 +3.7
VYM Vanguard High Dividend Yield Index ETF 0.3 6 62 7.4 +4.3
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.3 3 65 7.0 +3.9
DFAI Dimensional International Core Equity Market ETF 0.3 18 50 7.0 +3.9
IJH iShares Core S&P Mid-Cap ETF 0.3 5 63 7.0 +3.9
RNMC First Trust Mid Cap US Equity Select ETF 0.3 60 8 7.9 +4.8
SVAL iShares US Small Cap Value Factor ETF 0.3 20 48 11.3 +8.3
EWU iShares MSCI United Kingdom ETF 0.3 50 18 8.1 +5.1
IJK iShares S&P Mid-Cap 400 Growth ETF 0.3 17 51 5.8 +2.7
JIG JPMorgan International Growth ETF 0.3 55 13 4.2 +1.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.3 15 53 5.8 +2.7
AFLG First Trust Active Factor Large Cap ETF 0.3 55 13 6.2 +3.2
NACP Impact Shares NAACP Minority Empowerment ETF 0.3 49 19 5.0 +1.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.3 34 34 4.9 +1.8
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.2 14 54 6.1 +3.0
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 61 5.1 +2.0
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 73 -5 11.5 +8.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 27 6.7 +3.6
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 45 8.7 +5.6
JIRE JPMorgan International Research Enhanced Equity ETF 0.2 24 44 6.7 +3.7
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 43 7.5 +4.4
AVEM Avantis Emerging Markets Equity ETF 0.2 33 35 8.8 +5.7
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.2 30 38 6.8 +3.8
ROUS Hartford Multifactor US Equity ETF 0.2 19 49 6.4 +3.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.2 38 30 8.0 +5.0
OEF iShares S&P 100 ETF 0.2 20 48 4.9 +1.9
TCHI iShares MSCI China Multisector Tech ETF 0.2 59 9 2.9 -0.1
DFSV Dimensional US Small Cap Value ETF 0.2 31 37 8.8 +5.8
SAGP Strategas Global Policy Opportunities ETF 0.2 65 3 4.4 +1.3
DFIC Dimensional International Core Equity 2 ETF 0.2 23 45 7.5 +4.4
IQDF FlexShares International Quality Dividend Index Fund 0.2 47 21 10.6 +7.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 7 61 6.4 +3.3
IPAC iShares Core MSCI Pacific ETF 0.2 9 59 6.5 +3.4
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 53 7.4 +4.3
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 38 6.7 +3.7
SCZ iShares MSCI EAFE Small-Cap ETF 0.2 40 28 6.0 +3.0
AVDE Avantis International Equity ETF 0.2 23 45 8.0 +4.9
SXQG ETC 6 Meridian Quality Growth ETF 0.2 100 -32 4.1 +1.0
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 53 6.0 +3.0
HLGE Hartford Longevity Economy ETF 0.2 44 24 6.5 +3.4
AVIV Avantis International Large Cap Value ETF 0.2 25 43 9.0 +5.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 43 7.5 +4.4
VPL Vanguard FTSE Pacific ETF 0.2 8 60 6.6 +3.6
IAK iShares U.S. Insurance ETF 0.2 40 28 6.3 +3.2
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 38 9.0 +6.0
RNSC Furst Trust Small Cap US Equity Select ETF 0.2 60 8 8.0 +4.9
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 53 7.3 +4.2
EWY iShares MSCI South Korea ETF 0.2 58 10 8.4 +5.3
EIS iShares MSCI Israel ETF 0.2 58 10 9.2 +6.2
QQQS Invesco NASDAQ Future Gen 200 ETF 0.2 20 48 -7.0 -10.1
IWFH iShares Virtual Work and Life Multisector ETF 0.2 47 21 -3.4 -6.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 39 8.7 +5.6
ROSC Hartford Multifactor Small Cap ETF 0.1 34 34 9.9 +6.8
VFMV Vanguard U.S. Minimum Volatility ETF 0.1 13 55 5.3 +2.2
JHMD John Hancock Multifactor Developed International ETF 0.1 39 29 7.5 +4.4
AVDV Avantis International Small Cap Value ETF 0.1 36 32 8.0 +4.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.1 15 53 8.7 +5.6
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 38 7.2 +4.2
EBIZ Global X E-Commerce ETF 0.1 50 18 1.6 -1.5
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 10 58 7.7 +4.6
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 57 -12.9 -15.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.1 35 33 7.5 +4.4
VIGI Vanguard International Dividend Appreciation ETF 0.1 15 53 5.4 +2.3
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 32 -13.0 -16.0
VHT Vanguard Health Care ETF 0.1 10 58 5.4 +2.3
FHLC Fidelity MSCI Health Care Index ETF 0.1 8 60 5.5 +2.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 18 4.5 +1.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.1 15 53 6.8 +3.7
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 53 5.3 +2.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 38 7.8 +4.7
FLKR Franklin FTSE South Korea ETF 0.1 9 59 9.2 +6.1
DHS WisdomTree U.S. High Dividend Fund 0.1 38 30 9.0 +5.9
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 43 10.2 +7.1
SPHQ Invesco S&P 500 Quality ETF 0.1 15 53 5.4 +2.3
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 26 5.8 +2.8
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 61 1.7 -1.4
VBR Vanguard Small Cap Value ETF 0.1 7 61 8.2 +5.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.1 30 38 7.6 +4.5
IDMO Invesco S&P International Developed Momentum ETF 0.1 25 43 8.0 +4.9
JPIN J.P. Morgan Diversified Return International Equity ETF 0.1 37 31 8.7 +5.6
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 48 10.2 +7.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 39 9.2 +6.2
IQIN IQ 500 International ETF 0.1 25 43 8.9 +5.9
TXS Texas Capital Texas Equity Index ETF 0.1 49 19 5.7 +2.6
IGRO iShares International Dividend Growth ETF 0.1 15 53 7.4 +4.3
SCJ iShares MSCI Japan Small-Cap ETF 0.1 50 18 6.2 +3.1
IVLU iShares MSCI Intl Value Factor ETF 0.1 30 38 11.0 +8.0
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 10 8.8 +5.7
TGRW T. Rowe Price Growth Stock ETF 0.1 52 16 4.1 +1.0
AFMC First Trust Active Factor Mid Cap ETF 0.1 65 3 7.9 +4.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 29 8.6 +5.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 23 8.4 +5.3
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.0 39 29 12.0 +8.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.0 60 8 6.1 +3.1
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 11 3.5 +0.4
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 3 7.6 +4.5
DFIV Dimensional International Value ETF 0.0 27 41 10.3 +7.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.0 70 -2 7.1 +4.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.0 50 18 10.4 +7.3
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 60 -0.0 -3.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.0 20 48 6.9 +3.8
FLCH Franklin FTSE China ETF 0.0 19 49 9.8 +6.8
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 44 8.5 +5.4
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 49 7.3 +4.2
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 19 6.8 +3.7
EMXC iShares MSCI Emerging Markets ex China ETF 0.0 25 43 -4.2 -7.2
GXC SPDR S&P China ETF 0.0 59 9 9.3 +6.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 29 7.6 +4.5
IGPT Invesco AI and Next Gen Software ETF 0.0 60 8 3.6 +0.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 2 -0.6 -3.7
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 59 1.1 -1.9
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -2 6.5 +3.4
CN Xtrackers MSCI All China Equity ETF 0.0 50 18 9.3 +6.2
VYMI Vanguard International High Dividend Yield ETF 0.0 22 46 9.8 +6.7
EEM iShares MSCI Emerging Markets ETF 0.0 69 -1 -1.1 -4.1
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 27 7.9 +4.8
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 18 4.9 +1.8
SCHE Schwab Emerging Markets Equity ETF 0.0 11 57 7.5 +4.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 9 -0.6 -3.6
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 19 6.5 +3.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 30 8.0 +5.0
DUHP Dimensional US High Profitability ETF 0.0 21 47 7.0 +3.9
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 33 7.6 +4.6

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 2.7 x
Less: Expense ratio 68 bp
Equals: ALTAR Score 3.1 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.57 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.