Global X FinTech ETF
ALTAR
Score™		 3.4% 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) $283
Currency USD
Expense ratio 68 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


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

TOP TEN HOLDINGS
FIDELITY NATIONAL INFORMATION SERV 6.7 %
FISERV, INC. 6.4 %
PAYPAL HOLDINGS INC 6.0 %
INTUIT INC 5.9 %
COINBASE GLOBAL, INC. CLASS A 5.8 %
BLOCK INC. 5.2 %
ADYEN NV 4.7 %
SS&C TECHNOLOGIES HOLDINGS 4.7 %
XERO LIMITED 3.9 %
GLOBAL PAYMENTS INC. 3.6 %
Total 52.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 75.9 %
NETHERLANDS 4.7 %
NEW ZEALAND 3.9 %
BRITAIN 3.3 %
ITALY 2.3 %
BRAZIL 1.8 %
SWITZERLAND 1.6 %
AUSTRALIA 1.4 %
CANADA 1.3 %
ISRAEL 0.8 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


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

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

Technical Indicators
Recent close $25.44
30d moving avg. $25.59
Annualized volatility 33.3%
Short interest (ETF) 0.1%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 56
Turnover 0.5%
Bid/Ask (% of price) 0.39%
ADV underlying (mns) $11,453

Distributions


FINDING ALTERNATIVE FUNDS

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

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


ALTERNATIVE ETFs BASED ON OVERLAP WITH FINX
Ticker Fund
Name		 Overlap1
vs FINX
(%)		 Expense
ratio
(bp)		 Savings
vs FINX
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs FINX
(%)
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 49.6 75 -7 5.7 +2.4
BPAY BlackRock Future Financial and Technology ETF 26.1 70 -2 8.9 +5.5
ARKF ARK Fintech Innovation ETF 25.2 75 -7 -0.3 -3.6
GFOF Grayscale Future of Finance ETF 20.2 70 -2 0.2 -3.2
FDIG Fidelity Crypto Industry and Digital Payments ETF 16.3 39 29 -0.7 -4.0
STCE Schwab Crypto Thematic ETF 15.9 30 38 2.1 -1.3
FDFF Fidelity Disruptive Finance ETF 15.6 50 18 4.6 +1.2
BWEB Bitwise Web3 ETF 15.2 85 -17 0.9 -2.4
DTEC ALPS Disruptive Technologies ETF 15.0 50 18 3.2 -0.2
DAPP VanEck Digital Transformation ETF 15.0 50 18 -1.6 -5.0
IBLC iShares Blockchain and Tech ETF 14.1 47 21 -0.9 -4.3
BLOK Amplify Transformational Data Sharing ETF 13.7 75 -7 0.9 -2.4
MILN Global X Millennial Consumer ETF 12.3 50 18 3.1 -0.3
ARKW ARK Next Generation Internet ETF 12.2 87 -19 -0.9 -4.2
ARKK ARK Innovation ETF 12.1 75 -7 -4.3 -7.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 11.6 68 0 4.2 +0.8
BITQ Bitwise Crypto Industry Innovators ETF 11.3 85 -17 -1.5 -4.9
BKCH Global X Blockchain ETF 10.9 50 18 -3.7 -7.0
BUZZ VanEck Social Sentiment ETF 10.7 75 -7 0.2 -3.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 10.0 61 7 2.7 -0.7
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 9.5 85 -17 -1.0 -4.4
SATO Invesco Alerian Galaxy Crypto Economy ETF 8.8 61 7 -1.0 -4.4
ISHP First Trust Nasdaq Retail ETF 8.4 60 8 3.2 -0.2
XPND First Trust Expanded Technology ETF 8.0 65 3 4.2 +0.9
CWS AdvisorShares Focused Equity ETF 7.9 84 -16 4.8 +1.4
LOUP Innovator Deepwater Frontier Tech ETF 7.7 70 -2 1.9 -1.5
WCLD WisdomTree Cloud Computing Fund 7.7 45 23 1.7 -1.7
TDV ProShares S&P Technology Dividend Aristocrats ETF 7.6 45 23 5.5 +2.1
AOTG AOT Growth and Innovation ETF 7.5 75 -7 3.5 +0.1
KOMP SPDR S&P Kensho New Economies Composite ETF 7.4 20 48 1.1 -2.3
TMFM Motley Fool Mid-Cap Growth ETF 7.4 85 -17 3.0 -0.3
IGV iShares Expanded Tech-Software Sector ETF 7.4 41 27 3.3 -0.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 6.7 40 28 6.8 +3.4
MOON Direxion Moonshot Innovators ETF 6.6 65 3 0.0 -3.4
XSW SPDR S&P Software & Services ETF 6.2 35 33 2.3 -1.1
TMFS Motley Fool Small-Cap Growth ETF 6.1 85 -17 2.7 -0.7
IPO Renaissance IPO ETF 6.0 60 8 -2.0 -5.3
PKW Invesco Buyback Achievers ETF 5.7 62 6 7.1 +3.7
JFWD Jacob Forward ETF 5.3 75 -7 0.0 -3.4
INNO Harbor Disruptive Innovation ETF 5.3 75 -7 -1.5 -4.9
FNCL Fidelity MSCI Financials Index ETF 5.3 8 60 6.3 +2.9
VFH Vanguard Financials ETF 5.2 10 58 6.3 +2.9
FDNI First Trust Dow Jones International Internet ETF 5.1 65 3 3.0 -0.4
FCLD Fidelity Cloud Computing ETF 5.1 39 29 3.3 -0.0
TRFM AAM Transformers ETF 5.1 49 19 1.5 -1.9
FPX First Trust US Equity Opportunities ETF 5.0 61 7 1.7 -1.7
XITK SPDR FactSet Innovative Technology ETF 4.9 45 23 2.7 -0.7
PWB Invesco Large Cap Growth ETF 4.9 56 12 3.5 +0.1
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 4.9 40 28 5.1 +1.8
MVPS Amplify Thematic All-Stars ETF 4.9 49 19 3.1 -0.3
SFYF SoFi Social 50 ETF 4.6 29 39 -3.4 -6.8
IYJ iShares U.S. Industrials ETF 4.6 40 28 4.9 +1.6
CLOD Themes Cloud Computing ETF 4.6 35 33 3.7 +0.4
FXL First Trust Technology AlphaDEX Fund 4.6 61 7 5.2 +1.8
SMCP AlphaMark Actively Managed Small Cap ETF 4.4 90 -22 6.7 +3.3
FDND FT Vest Dow Jones Internet & Target Income ETF 4.4 75 -7 2.3 -1.1
PSET Principal Quality ETF 4.4 15 53 5.5 +2.1
FDN First Trust Dow Jones Internet Index Fund 4.4 52 16 2.4 -1.0
XT iShares Exponential Technologies ETF 4.4 46 22 4.7 +1.3
EMFQ Amplify Emerging Markets FinTech ETF 4.4 69 -1 5.7 +2.3
IBUY Amplify Online Retail ETF 4.3 65 3 1.5 -1.8
PTEC Global X PropTech ETF 4.2 50 18 1.6 -1.7
PNQI Invesco NASDAQ Internet ETF 4.1 60 8 2.6 -0.8
SMRI Bushido Capital US Equity ETF 4.0 71 -3 9.5 +6.1
GINN Goldman Sachs Innovate Equity ETF 4.0 52 16 2.7 -0.6
XLF Financial Select Sector SPDR Fund 3.9 9 59 5.9 +2.5
EQUL IQ Engender Equality ETF 3.8 45 23 6.8 +3.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 3.8 40 28 4.3 +0.9
DSTL Distillate US Fundamental Stability & Value ETF 3.8 39 29 7.6 +4.2
PSCT Invesco S&P SmallCap Information Technology ETF 3.8 29 39 5.3 +1.9
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.8 61 7 6.5 +3.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.8 70 -2 2.2 -1.1
NBDS Neuberger Berman Disrupters ETF 3.7 55 13 1.5 -1.9
RUNN Running Oak Efficient Growth ETF 3.7 58 10 5.0 +1.6
FDTX Fidelity Disruptive Technology ETF 3.6 50 18 3.0 -0.4
GURU Global X Guru Index ETF 3.5 75 -7 1.8 -1.6
CHGX AXS Change Finance ESG ETF 3.5 49 19 5.1 +1.7
ISCG iShares Morningstar Small-Cap Growth ETF 3.5 6 62 2.4 -1.0
SXQG ETC 6 Meridian Quality Growth ETF 3.5 100 -32 4.2 +0.8
TOLL Tema Monopolies and Oligopolies ETF 3.4 75 -7 2.8 -0.6
VBK Vanguard Small-Cap Growth ETF 3.4 7 61 1.4 -2.0
SMOT VanEck Morningstar SMID Moat ETF 3.3 49 19 6.3 +2.9
KCE SPDR S&P Capital Markets ETF 3.3 35 33 6.6 +3.2
TMFX Motley Fool Next Index ETF 3.2 50 18 3.0 -0.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.2 95 -27 1.6 -1.8
EWN iShares MSCI Netherlands ETF 3.2 50 18 4.6 +1.2
WGMI Valkyrie Bitcoin Miners ETF 3.2 75 -7 -7.0 -10.4
VEGN US Vegan Climate ETF 3.1 60 8 4.8 +1.5
IWP iShares Russell Mid-Cap Growth ETF 3.1 23 45 4.0 +0.7
FMDE Fidelity Enhanced Mid Cap ETF 3.1 23 45 6.3 +2.9
KONG Formidable Fortress ETF 3.0 89 -21 5.8 +2.5
FFLC Fidelity Fundamental Large Cap Core ETF 3.0 38 30 5.1 +1.7
CACG ClearBridge All Cap Growth ESG ETF 3.0 54 14 3.6 +0.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.0 75 -7 3.1 -0.3
SHE SPDR MSCI USA Gender Diversity ETF 3.0 20 48 5.0 +1.6
IPOS Renaissance International IPO ETF 2.9 80 -12 -0.6 -3.9
KRUZ Unusual Whales Subversive Republican Trading ETF 2.9 75 -7 5.7 +2.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.8 59 9 6.6 +3.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.8 65 3 5.4 +2.1
HAPY Harbor Human Capital Factor Unconstrained ETF 2.8 50 18 4.7 +1.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.8 60 8 4.4 +1.0
IWO iShares Russell 2000 Growth ETF 2.8 24 44 1.4 -1.9
MTUM iShares MSCI USA Momentum Factor ETF 2.8 15 53 4.0 +0.6
LRGE ClearBridge Large Cap Growth ESG ETF 2.8 59 9 3.7 +0.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.7 80 -12 6.0 +2.6
IXG iShares Global Financials ETF 2.7 42 26 6.6 +3.3
INCE Franklin Income Equity Focus ETF 2.7 29 39 5.7 +2.4
FMIL Fidelity New Millennium ETF 2.6 59 9 4.6 +1.3
IETC iShares U.S. Tech Independence Focused ETF 2.6 18 50 4.7 +1.3
JEPI JPMorgan Equity Premium Income ETF 2.6 35 33 5.4 +2.0
VXF Vanguard Extended Market ETF 2.6 6 62 4.0 +0.6
XNTK SPDR NYSE Technology ETF 2.6 35 33 4.1 +0.7
DFNV Donoghue Forlines Innovation ETF 2.6 69 -1 4.9 +1.5
FYC First Trust Small Cap Growth AlphaDEX Fund 2.6 71 -3 1.0 -2.4
CAML Congress Large Cap Growth ETF 2.6 66 2 3.3 -0.1
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.6 57 11 4.2 +0.8
GDIV Harbor Dividend Growth Leaders ETF 2.5 50 18 5.7 +2.3
VTWG Vanguard Russell 2000 Growth ETF 2.5 15 53 1.5 -1.9
FLDZ RiverNorth Patriot ETF 2.5 75 -7 5.6 +2.3
NULV Nuveen ESG Large-Cap Value ETF 2.5 26 42 6.9 +3.6
OGIG ALPS O'Shares Global Internet Giants ETF 2.4 48 20 0.6 -2.8
WLDR Affinity World Leaders Equity ETF 2.4 67 1 8.4 +5.0
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.4 60 8 4.8 +1.4
ZECP Zacks Earnings Consistent Portfolio ETF 2.4 55 13 4.7 +1.4
BKWO BNY Mellon Women's Opportunities ETF 2.4 50 18 4.1 +0.7
PSC Principal U.S. Small-Cap ETF 2.3 38 30 6.1 +2.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.3 65 3 3.8 +0.4
CRTC Xtrackers US National Critical Technologies ETF 2.2 35 33 5.4 +2.0
FDMO Fidelity Momentum Factor ETF 2.2 15 53 4.3 +0.9
USXF iShares ESG Advanced MSCI USA ETF 2.2 10 58 5.4 +2.0
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 2.2 86 -18 1.6 -1.7
QDF FlexShares Quality Dividend Index Fund 2.2 37 31 4.5 +1.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.2 64 4 2.2 -1.2
IMCG iShares Morningstar Mid-Cap Growth ETF 2.2 6 62 4.4 +1.0
VGT Vanguard Information Technology ETF 2.1 10 58 4.7 +1.3
TPHD Timothy Plan High Dividend Stock ETF 2.1 52 16 6.3 +2.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.1 54 14 6.3 +2.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.1 9 59 3.9 +0.5
IWR iShares Russell Midcap ETF 2.1 19 49 5.6 +2.3
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 6 3.6 +0.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.1 20 48 5.6 +2.2
JAVA JPMorgan Active Value ETF 2.1 44 24 6.1 +2.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 2.1 50 18 5.4 +2.0
FDG American Century Focused Dynamic Growth ETF 2.0 45 23 2.7 -0.6
VOE Vanguard Mid-Cap Value ETF 2.0 7 61 7.3 +3.9
FTGS First Trust Growth Strength ETF 2.0 60 8 5.8 +2.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.0 58 10 5.0 +1.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.0 15 53 4.7 +1.3
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 43 6.7 +3.3
SPMV Invesco S&P 500 Minimum Variance ETF 2.0 10 58 5.6 +2.2
FFTY Innovator IBD 50 ETF 2.0 80 -12 1.3 -2.1
IYW iShares U.S. Technology ETF 1.9 40 28 4.7 +1.3
SFYX SoFi Next 500 ETF 1.9 0 68 5.0 +1.6
ISCB iShares Morningstar Small-Cap ETF 1.9 4 64 5.1 +1.7
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 23 5.3 +1.9
RSSL Global X Russell 2000 ETF 1.9 8 60 3.0 -0.4
VNSE Natixis Vaughan Nelson Select ETF 1.9 80 -12 3.3 -0.1
SPHQ Invesco S&P 500 Quality ETF 1.9 15 53 5.7 +2.3
ADME Aptus Drawdown Managed Equity ETF 1.9 79 -11 4.3 +0.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.9 35 33 5.1 +1.8
SPHB Invesco S&P 500 High Beta ETF 1.9 25 43 4.0 +0.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.9 4 64 5.9 +2.6
BTHM BlackRock Future U.S. Themes ETF 1.9 60 8 4.3 +0.9
XLK Technology Select Sector SPDR Fund 1.9 9 59 5.1 +1.7
IJT iShares S&P Small-Cap 600 Growth ETF 1.9 18 50 6.3 +2.9
IWM iShares Russell 2000 ETF 1.8 19 49 3.4 +0.0
WOMN Impact Shares YWCA Women's Empowerment ETF 1.8 75 -7 4.9 +1.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.8 39 29 4.3 +0.9
QQMG Invesco ESG NASDAQ 100 ETF 1.8 20 48 4.8 +1.5
IGM iShares Expanded Tech Sector ETF 1.8 41 27 4.6 +1.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.8 9 59 6.1 +2.7
ITEQ BlueStar Israel Technology ETF 1.8 75 -7 1.4 -2.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.8 15 53 5.0 +1.6
IWS iShares Russell Mid-Cap Value ETF 1.8 23 45 6.5 +3.1
XHS SPDR S&P Health Care Services ETF 1.8 35 33 5.8 +2.5
IMCB iShares Morningstar Mid-Cap ETF 1.8 4 64 6.2 +2.9
SLYG SPDR S&P 600 Small Cap Growth ETF 1.8 15 53 6.3 +2.9
FBZ First Trust Brazil AlphaDEX Fund 1.8 80 -12 12.3 +9.0
QDEF FlexShares Quality Dividend Defensive Index Fund 1.8 37 31 4.3 +0.9
DIVB iShares Core Dividend ETF 1.8 5 63 7.8 +4.4
ACVF American Conservative Values ETF 1.8 75 -7 4.4 +1.1
EUFN iShares MSCI Europe Financials ETF 1.8 51 17 8.0 +4.7
JHDV John Hancock U.S. High Dividend ETF 1.7 34 34 6.4 +3.1
NUMG Nuveen ESG Mid-Cap Growth ETF 1.7 31 37 3.9 +0.5
TTAC FCF US Quality ETF 1.7 59 9 6.3 +2.9
VO Vanguard Mid-Cap ETF 1.7 4 64 5.9 +2.5
EUSA iShares MSCI USA Equal Weighted ETF 1.7 9 59 6.0 +2.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.7 75 -7 4.3 +0.9
LCLG Logan Capital Broad Innovative Growth ETF 1.7 99 -31 4.8 +1.5
ITAN Sparkline Intangible Value ETF 1.7 50 18 6.6 +3.2
EWI iShares MSCI Italy ETF 1.7 50 18 8.3 +4.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.7 15 53 6.2 +2.8
SIZE iShares MSCI USA Size Factor ETF 1.7 15 53 6.0 +2.6
DSTX Distillate International Fundamental Stability & Value ETF 1.7 55 13 8.6 +5.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.6 15 53 6.4 +3.0
FTEC Fidelity MSCI Information Technology Index ETF 1.6 8 60 4.7 +1.3
LCF Touchstone US Large Cap Focused ETF 1.6 69 -1 4.4 +1.0
QLC FlexShares US Quality Large Cap Index Fund 1.6 25 43 5.6 +2.2
ULVM VictoryShares US Value Momentum ETF 1.6 20 48 7.5 +4.1
VFMO Vanguard U.S. Momentum Factor ETF 1.6 13 55 2.3 -1.1
QQQN VictoryShares Nasdaq Next 50 ETF 1.6 18 50 4.4 +1.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.6 60 8 5.5 +2.2
CVAR Cultivar ETF 1.6 87 -19 7.2 +3.8
QQQ Invesco QQQ Trust Series I 1.6 20 48 4.7 +1.3
QQQM Invesco NASDAQ 100 ETF 1.6 15 53 4.8 +1.4
ISRA VanEck Israel ETF 1.6 59 9 8.1 +4.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.6 20 48 4.3 +0.9
ETHO Etho Climate Leadership U.S. ETF 1.6 47 21 3.5 +0.2
KLDW Knowledge Leaders Developed World ETF 1.6 75 -7 4.8 +1.4
BTEK Future Tech ETF 1.6 88 -20 2.3 -1.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.6 40 28 5.6 +2.2
VOT Vanguard Mid-Cap Growth ETF 1.6 7 61 4.2 +0.8
FDWM Fidelity Women's Leadership ETF 1.6 59 9 5.0 +1.7
SCHG Schwab U.S. Large-Cap Growth ETF 1.6 4 64 4.5 +1.1
JGLO JPMorgan Global Select Equity ETF 1.6 33 35 4.5 +1.1
SRHQ SRH U.S. Quality ETF 1.5 35 33 7.8 +4.4
GGRW Gabelli Growth Innovators ETF 1.5 90 -22 2.7 -0.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.5 60 8 4.2 +0.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.5 29 39 9.9 +6.5
CGGR Capital Group Growth ETF 1.5 39 29 3.6 +0.3
IWC iShares Micro-Cap ETF 1.5 60 8 -3.6 -7.0
VB Vanguard Small-Cap ETF 1.5 5 63 5.2 +1.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.5 52 16 5.6 +2.2
STXK Strive Small-Cap ETF 1.5 18 50 5.0 +1.6
IEDI iShares U.S. Consumer Focused ETF 1.5 18 50 5.2 +1.8
VTWO Vanguard Russell 2000 ETF 1.5 10 58 3.3 -0.1
IJR iShares Core S&P Small Cap ETF 1.5 6 62 7.4 +4.0
LVOL American Century Low Volatility ETF 1.5 29 39 5.0 +1.6
LEAD Siren DIVCON Leaders Dividend ETF 1.5 43 25 5.2 +1.8
DFAS Dimensional U.S. Small Cap ETF 1.5 26 42 5.7 +2.4
ESGV Vanguard ESG U.S. Stock ETF 1.5 9 59 5.1 +1.7
SUSL iShares ESG MSCI USA Leaders ETF 1.5 10 58 5.3 +2.0
EGUS iShares ESG Aware MSCI USA Growth ETF 1.4 18 50 4.6 +1.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.4 3 65 7.4 +4.0
LRND IQ U.S. Large Cap R&D Leaders ETF 1.4 14 54 6.0 +2.7
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 1.4 35 33 5.0 +1.6
NULC Nuveen ESG Large-Cap ETF 1.4 21 47 5.7 +2.3
JOET Virtus Terranova US Quality Momentum ETF 1.4 29 39 5.2 +1.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.4 17 51 5.2 +1.8
JMOM JPMorgan U.S. Momentum Factor ETF 1.4 12 56 4.9 +1.5
XJR iShares ESG Screened S&P Small-Cap ETF 1.4 12 56 7.1 +3.8
SKYY First Trust Cloud Computing ETF 1.4 60 8 3.6 +0.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.4 10 58 5.3 +1.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.4 9 59 4.9 +1.6
SNPV Xtrackers S&P 500 Value ESG ETF 1.4 15 53 6.6 +3.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.4 15 53 4.9 +1.6
RPG Invesco S&P 500 Pure Growth ETF 1.4 35 33 3.6 +0.2
JHSC John Hancock Multifactor Small Cap ETF 1.4 42 26 6.8 +3.4
SUSA iShares MSCI USA ESG Select ETF 1.4 25 43 5.3 +1.9
IMCV iShares Morningstar Mid-Cap Value ETF 1.4 6 62 8.1 +4.7
REVS Columbia Research Enhanced Value ETF 1.4 19 49 7.6 +4.2
PWV Invesco Large Cap Value ETF 1.4 55 13 8.0 +4.6
BUYZ Franklin Disruptive Commerce ETF 1.4 50 18 2.2 -1.2
VFVA Vanguard U.S. Value Factor ETF 1.4 13 55 10.3 +6.9
FNX First Trust Mid Cap Core AlphaDEX Fund 1.4 60 8 6.9 +3.5
STXG Strive 1000 Growth ETF 1.4 18 50 4.3 +1.0
DFSU Dimensional US Sustainability Core 1 ETF 1.3 18 50 5.6 +2.3
VUG Vanguard Growth ETF 1.3 4 64 4.3 +0.9
CGGO Capital Group Global Growth Equity ETF 1.3 47 21 4.8 +1.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.3 65 3 8.3 +4.9
QGRW WisdomTree U.S. Quality Growth Fund 1.3 28 40 4.9 +1.6
DFLV Dimensional US Large Cap Value ETF 1.3 22 46 7.8 +4.4
CFA VictoryShares US 500 Volatility Wtd ETF 1.3 35 33 5.9 +2.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.3 40 28 5.9 +2.5
FLN First Trust Latin America AlphaDEX Fund 1.3 80 -12 9.9 +6.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 60 5.2 +1.8
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 64 5.1 +1.7
ILCG iShares Morningstar Growth ETF 1.3 4 64 4.1 +0.8
FSMD Fidelity Small-Mid Multifactor ETF 1.3 15 53 7.1 +3.8
TTAI FCF International Quality ETF 1.3 59 9 6.6 +3.2
STXD Strive 1000 Dividend Growth ETF 1.3 35 33 5.1 +1.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.3 15 53 7.6 +4.2
ONEQ Fidelity Nasdaq Composite Index ETF 1.3 21 47 4.0 +0.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 61 5.2 +1.9
IXN iShares Global Tech ETF 1.3 41 27 4.3 +1.0
TMFC Motley Fool 100 Index ETF 1.3 50 18 3.9 +0.5
FTA First Trust Large Cap Value AlphaDEX Fund 1.3 59 9 8.4 +5.0
SFY SoFi Select 500 ETF 1.3 0 68 4.8 +1.4
MOTE VanEck Morningstar ESG Moat ETF 1.3 49 19 5.3 +2.0
SPMO Invesco S&P 500 Momentum ETF 1.3 13 55 3.9 +0.6
SCHA Schwab U.S. Small-Cap ETF 1.3 4 64 4.5 +1.2
COWS Amplify Cash Flow Dividend Leaders ETF 1.2 0 68 11.4 +8.0
JGRO JPMorgan Active Growth ETF 1.2 44 24 3.6 +0.3
GVLU Gotham 1000 Value ETF 1.2 50 18 7.6 +4.2
FYX First Trust Small Cap Core AlphaDEX Fund 1.2 61 7 5.8 +2.4
VONV Vanguard Russell 1000 Value ETF 1.2 8 60 6.6 +3.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.2 10 58 5.5 +2.1
FSST Fidelity Sustainable U.S. Equity ETF 1.2 59 9 2.8 -0.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.2 35 33 6.4 +3.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 61 5.6 +2.2
VTHR Vanguard Russell 3000 ETF 1.2 10 58 5.1 +1.7
IYF iShares U.S. Financials ETF 1.2 40 28 6.0 +2.6
RSP Invesco S&P 500 Equal Weight ETF 1.2 20 48 6.2 +2.8
VIOO Vanguard S&P Small-Cap 600 ETF 1.2 10 58 7.4 +4.0
FEX First Trust Large Cap Core AlphaDEX Fund 1.2 59 9 6.0 +2.6
VONE Vanguard Russell 1000 ETF 1.2 8 60 5.3 +1.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.2 14 54 5.2 +1.9
VTI Vanguard Total Stock Market ETF 1.2 3 65 5.1 +1.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.2 39 29 8.5 +5.1
OALC OneAscent Large Cap Core ETF 1.2 86 -18 4.6 +1.2
PSCF Invesco S&P SmallCap Financials ETF 1.2 29 39 8.9 +5.6
VV Vanguard Large-Cap ETF 1.2 4 64 5.3 +1.9
JVAL JPMorgan U.S. Value Factor ETF 1.2 12 56 8.2 +4.9
VONG Vanguard Russell 1000 Growth ETF 1.2 8 60 5.0 +1.7
DFUS Dimensional U.S. Equity ETF 1.2 9 59 5.1 +1.8
MGK Vanguard Mega Cap Growth ETF 1.2 7 61 4.4 +1.0
IWD iShares Russell 1000 Value ETF 1.2 19 49 6.5 +3.1
IWV iShares Russell 3000 ETF 1.1 20 48 5.0 +1.6
DSI iShares MSCI KLD 400 Social ETF 1.1 25 43 5.3 +1.9
RECS Columbia Research Enhanced Core ETF 1.1 15 53 5.6 +2.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.1 3 65 5.1 +1.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.1 10 58 4.6 +1.2
SURE AdvisorShares Insiders Advantage ETF 1.1 90 -22 10.1 +6.7
FELV Fidelity Enhanced Large Cap Value ETF 1.1 18 50 6.5 +3.1
IJS iShares S&P Small-Cap 600 Value ETF 1.1 18 50 8.4 +5.0
IYY iShares Dow Jones U.S. ETF 1.1 20 48 5.0 +1.7
BFOR ALPS Barron's 400 ETF 1.1 65 3 6.4 +3.0
VIG Vanguard Dividend Appreciation ETF 1.1 6 62 5.7 +2.4
EES WisdomTree U.S. SmallCap Fund 1.1 38 30 9.2 +5.8
IWB iShares Russell 1000 ETF 1.1 15 53 5.1 +1.8
ANEW ProShares MSCI Transformational Changes ETF 1.1 45 23 3.6 +0.2
SCHB Schwab U.S. Broad Market ETF 1.1 3 65 5.2 +1.8
FNDA Schwab Fundamental US Small Co. Index ETF 1.1 25 43 6.2 +2.9
FBCG Fidelity Blue Chip Growth ETF 1.1 59 9 2.8 -0.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.1 52 16 5.4 +2.0
FXO First Trust Financials AlphaDEX Fund 1.1 62 6 8.2 +4.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.1 58 10 5.3 +2.0
SCHK Schwab 1000 Index ETF 1.1 5 63 5.3 +1.9
SLYV SPDR S&P 600 Small Cap Value ETF 1.1 15 53 8.4 +5.0
DFUV Dimensional US Marketwide Value ETF 1.1 22 46 7.6 +4.2
SCHX Schwab U.S. Large-Cap ETF 1.1 3 65 5.3 +1.9
PBUS Invesco MSCI USA ETF 1.1 4 64 5.2 +1.9
IYG iShares US Financial Services ETF 1.1 40 28 5.6 +2.3
GSPY Gotham Enhanced 500 ETF 1.1 50 18 5.3 +2.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.1 70 -2 4.8 +1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.1 11 57 5.2 +1.8
IWF iShares Russell 1000 Growth ETF 1.1 19 49 4.9 +1.6
APUE ActivePassive U.S. Equity ETF 1.1 45 23 4.9 +1.6
SQLV Royce Quant Small-Cap Quality Value ETF 1.1 60 8 7.7 +4.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.1 0 68 5.3 +2.0
ILCB iShares Morningstar U.S. Equity ETF 1.1 3 65 5.2 +1.9
STRV Strive 500 ETF 1.1 5 63 5.2 +1.8
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.1 12 56 5.6 +2.2
IHF iShares U.S. Healthcare Providers ETF 1.1 40 28 6.0 +2.6
PTL Inspire 500 ETF 1.1 9 59 5.8 +2.4
DFAU Dimensional US Core Equity Market ETF 1.0 12 56 5.3 +2.0
ESGU iShares ESG Aware MSCI USA ETF 1.0 15 53 5.3 +1.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.0 7 61 5.2 +1.8
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 64 6.3 +2.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.0 20 48 6.1 +2.7
EWA iShares MSCI Australia ETF 1.0 50 18 5.1 +1.7
SMMD iShares Russell 2500 ETF 1.0 15 53 5.8 +2.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.0 25 43 5.4 +2.1
ALTL Pacer Lunt Large Cap Alternator ETF 1.0 60 8 5.0 +1.6
SPLV Invesco S&P 500 Low Volatility ETF 1.0 25 43 5.4 +2.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.0 2 66 5.2 +1.9
DFAC Dimensional U.S. Core Equity 2 ETF 1.0 17 51 5.6 +2.2
MGC Vanguard Mega Cap ETF 1.0 7 61 5.1 +1.8
FTC First Trust Large Cap Growth AlphaDEX Fund 1.0 59 9 2.9 -0.5
NUDV Nuveen ESG Dividend ETF 1.0 26 42 7.3 +3.9
AIEQ AI Powered Equity ETF 1.0 75 -7 3.4 -0.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 48 5.3 +1.9
FELC Fidelity Enhanced Large Cap Core ETF 1.0 18 50 5.6 +2.3
SPXV ProShares S&P 500 Ex-Health Care ETF 1.0 9 59 5.0 +1.6
FKU First Trust United Kingdom AlphaDEX Fund 1.0 80 -12 7.1 +3.8
VOTE TCW Transform 500 ETF 1.0 5 63 5.2 +1.8
VOOG Vanguard S&P 500 Growth ETF 1.0 10 58 4.7 +1.3
EQAL Invesco Russell 1000 Equal Weight ETF 1.0 20 48 5.8 +2.4
MGV Vanguard Mega Cap Value ETF 1.0 7 61 6.6 +3.2
JQUA JPMorgan U.S. Quality Factor ETF 1.0 12 56 6.0 +2.6
EPS WisdomTree U.S. LargeCap Fund 1.0 8 60 6.2 +2.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.0 25 43 5.6 +2.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.0 12 56 7.5 +4.1
XVV iShares ESG Screened S&P 500 ETF 1.0 8 60 5.1 +1.7
SYLD Cambria Shareholder Yield ETF 1.0 59 9 11.2 +7.8
RVRB Reverb ETF 1.0 30 38 5.0 +1.6
AVSC Avantis U.S Small Cap Equity ETF 1.0 25 43 4.6 +1.2
ROE Astoria US Quality Kings ETF 1.0 49 19 7.8 +4.4
JHML John Hancock Multifactor Large Cap ETF 1.0 29 39 5.6 +2.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -7 7.4 +4.0
VOO Vanguard S&P 500 ETF 1.0 3 65 5.4 +2.0
NTZG Nuveen Global Net Zero Transition ETF 1.0 56 12 4.8 +1.4
VTV Vanguard Value ETF 1.0 4 64 6.8 +3.4
VOOV Vanguard S&P 500 Value ETF 1.0 10 58 6.6 +3.2
METV Roundhill Ball Metaverse ETF 1.0 59 9 3.4 +0.0
PY Principal Value ETF 1.0 15 53 7.4 +4.0
NANC Unusual Whales Subversive Democratic Trading ETF 1.0 75 -7 3.9 +0.6
FEZ SPDR EURO STOXX 50 ETF 0.9 29 39 6.5 +3.1
DEEP Roundhill Acquirers Deep Value ETF 0.9 80 -12 14.1 +10.8
IVE iShares S&P 500 Value ETF 0.9 18 50 6.5 +3.1
SPYV SPDR Portfolio S&P 500 Value ETF 0.9 4 64 6.7 +3.3
FLEU Franklin FTSE Eurozone ETF 0.9 9 59 6.9 +3.5
VSLU Applied Finance Valuation Large Cap ETF 0.9 49 19 5.7 +2.3
JHMM John Hancock Multifactor Mid Cap ETF 0.9 42 26 6.5 +3.1
DEUS Xtrackers Russell US Multifactor ETF 0.9 17 51 7.1 +3.7
TOK iShares MSCI Kokusai ETF 0.9 26 42 5.2 +1.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.9 20 48 5.0 +1.7
SPXE ProShares S&P 500 Ex-Energy ETF 0.9 9 59 5.1 +1.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.9 10 58 4.7 +1.3
IWN iShares Russell 2000 Value ETF 0.9 24 44 5.1 +1.7
GDEF Goldman Sachs Defensive Equity ETF 0.9 55 13 4.8 +1.5
IVW iShares S&P 500 Growth ETF 0.9 18 50 4.6 +1.3
CATH Global X S&P 500 Catholic Values Custom ETF 0.9 29 39 5.1 +1.8
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 64 4.8 +1.4
JSTC Adasina Social Justice All Cap Global ETF 0.9 89 -21 4.9 +1.5
FSZ First Trust Switzerland AlphaDEX Fund 0.9 80 -12 3.9 +0.5
IVV iShares Core S&P 500 ETF 0.9 3 65 5.3 +1.9
SPY SPDR S&P 500 ETF Trust 0.9 9 59 5.2 +1.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.9 47 21 8.7 +5.4
SPLG SPDR Portfolio S&P 500 ETF 0.9 2 66 5.3 +1.9
IUSV iShares Core S&P US Value ETF 0.9 4 64 6.7 +3.3
ONEO SPDR Russell 1000 Momentum Focus ETF 0.9 20 48 7.2 +3.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.9 11 57 5.0 +1.7
KRMA Global X Conscious Companies ETF 0.9 43 25 5.9 +2.5
FUNL CornerCap Fundametrics Large-Cap ETF 0.9 50 18 7.0 +3.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.9 12 56 4.8 +1.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.9 3 65 5.4 +2.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.9 20 48 5.1 +1.7
PFM Invesco Dividend Achievers ETF 0.9 53 15 5.5 +2.1
ISMD Inspire Small/Mid Cap ETF 0.9 54 14 5.6 +2.2
URTH iShares MSCI World ETF 0.9 24 44 5.4 +2.0
KOKU Xtrackers MSCI Kokusai Equity ETF 0.9 9 59 5.4 +2.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.8 29 39 6.1 +2.8
IWY iShares Russell Top 200 Growth ETF 0.8 20 48 5.1 +1.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 59 5.7 +2.3
IUS Invesco RAFI Strategic US ETF 0.8 19 49 7.2 +3.8
WCEO Hypatia Women CEO ETF 0.8 85 -17 4.7 +1.4
IWL iShares Russell Top 200 ETF 0.8 15 53 5.0 +1.6
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 64 4.8 +1.4
ILCV iShares Morningstar Value ETF 0.8 4 64 6.4 +3.1
TPSC Timothy Plan US Small Cap Core ETF 0.8 52 16 6.8 +3.4
IQDE FlexShares International Quality Dividend Defensive Index ET 0.8 47 21 8.2 +4.9
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.8 70 -2 3.8 +0.4
DARP Grizzle Growth ETF 0.8 75 -7 3.9 +0.5
RAFE PIMCO RAFI ESG U.S. ETF 0.8 29 39 7.2 +3.8
IWX iShares Russell Top 200 Value ETF 0.8 20 48 6.4 +3.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.8 32 36 5.0 +1.7
IZRL ARK Israel Innovative Technology ETF 0.8 49 19 2.1 -1.3
MOTI VanEck Morningstar International Moat ETF 0.8 58 10 6.2 +2.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.8 35 33 6.5 +3.1
VT Vanguard Total World Stock ETF 0.8 7 61 5.8 +2.4
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.8 42 26 6.4 +3.0
EVUS iShares ESG Aware MSCI USA Value ETF 0.8 18 50 6.6 +3.3
ACWI iShares MSCI ACWI ETF 0.8 32 36 5.5 +2.1
PRF Invesco FTSE RAFI US 1000 ETF 0.8 39 29 7.1 +3.7
SPXT ProShares S&P 500 Ex-Technology ETF 0.8 9 59 5.6 +2.2
NUSC Nuveen ESG Small-Cap ETF 0.8 31 37 5.1 +1.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 48 6.1 +2.7
WRND IQ Global Equity R&D Leaders ETF 0.8 18 50 7.1 +3.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.8 25 43 7.5 +4.1
FLQL Franklin LibertyQ U.S. Equity ETF 0.8 15 53 5.9 +2.5
OEF iShares S&P 100 ETF 0.7 20 48 5.0 +1.6
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.7 35 33 5.8 +2.5
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.7 38 30 5.4 +2.1
DIV Global X SuperDividend US ETF 0.7 45 23 7.8 +4.5
WBIY WBI Power Factor High Dividend ETF 0.7 100 -32 10.5 +7.1
ZIG Acquirers Fund 0.7 84 -16 13.7 +10.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.7 12 56 4.8 +1.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.7 9 59 5.7 +2.3
IQLT iShares MSCI Intl Quality Factor ETF 0.7 30 38 6.0 +2.6
IDHQ Invesco S&P International Developed High Quality ETF 0.7 29 39 6.2 +2.9
GLOF iShares Global Equity Factor ETF 0.7 20 48 7.2 +3.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.7 15 53 8.5 +5.1
EPP iShares MSCI Pacific ex-Japan ETF 0.7 47 21 5.3 +1.9
MOTG VanEck Morningstar Global Wide Moat ETF 0.7 52 16 5.7 +2.3
BLES Inspire Global Hope ETF 0.7 61 7 6.4 +3.0
IVES Wedbush ETFMG Global Cloud Technology ETF 0.7 68 0 1.6 -1.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.7 35 33 6.3 +3.0
SNPE Xtrackers S&P 500 ESG ETF 0.7 10 58 5.3 +1.9
VFMF Vanguard U.S. Multifactor ETF 0.7 18 50 8.5 +5.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 44 7.3 +3.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.7 65 3 1.3 -2.1
BOTZ Global X Robotics & Artificial Intelligence ETF 0.7 69 -1 2.5 -0.9
TIME Clockwise Core Equity & Innovation ETF 0.7 95 -27 1.4 -2.0
WISE Themes Generative Artificial Intelligence ETF 0.7 35 33 2.3 -1.1
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.7 80 -12 8.2 +4.8
FNDB Schwab Fundamental US Broad Market Index ETF 0.7 25 43 7.0 +3.6
FDLO Fidelity Low Volatility Factor ETF 0.7 15 53 5.4 +2.0
ESIX SPDR S&P SmallCap 600 ESG ETF 0.7 12 56 7.6 +4.2
NUMV Nuveen ESG Mid-Cap Value ETF 0.7 31 37 7.0 +3.6
GWX SPDR S&P International Small Cap ETF 0.7 40 28 6.2 +2.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.7 49 19 5.1 +1.7
PTF Invesco Dorsey Wright Technology Momentum ETF 0.6 60 8 0.7 -2.7
ISZE iShares MSCI Intl Size Factor ETF 0.6 30 38 6.7 +3.3
FELG Fidelity Enhanced Large Cap Growth ETF 0.6 18 50 5.0 +1.6
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.6 86 -18 2.0 -1.3
FNDX Schwab Fundamental US Large Co. Index ETF 0.6 25 43 7.1 +3.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.6 67 1 9.2 +5.8
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 30 8.3 +4.9
DMXF iShares ESG Advanced MSCI EAFE ETF 0.6 12 56 5.1 +1.7
SSLY Syntax Stratified SmallCap ETF 0.6 40 28 7.0 +3.6
OSCV Opus Small Cap Value ETF 0.6 79 -11 6.0 +2.6
SCAP InfraCap Small Cap Income ETF 0.6 135 -67 8.0 +4.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.6 15 53 6.9 +3.6
VFQY Vanguard U.S. Quality Factor ETF 0.6 13 55 7.4 +4.0
AVUS Avantis U.S. Equity ETF 0.6 15 53 5.9 +2.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.6 18 50 5.8 +2.5
EFG iShares MSCI EAFE Growth ETF 0.6 36 32 4.3 +0.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.6 38 30 6.7 +3.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 8 0.0 -3.4
MAGA Point Bridge America First ETF 0.6 72 -4 6.4 +3.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 48 6.2 +2.8
FPXI First Trust International Equity Opportunities ETF 0.6 70 -2 4.0 +0.6
SDY SPDR S&P Dividend ETF 0.6 35 33 6.1 +2.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.6 15 53 9.9 +6.5
AFSM First Trust Active Factor Small Cap ETF 0.6 75 -7 6.7 +3.3
DGT SPDR Global Dow ETF 0.5 50 18 6.6 +3.3
FLRG Fidelity U.S. Multifactor ETF 0.5 15 53 7.7 +4.3
HAPI Harbor Human Capital Factor US Large Cap ETF 0.5 36 32 4.8 +1.4
EZU iShares MSCI Eurozone ETF 0.5 52 16 6.3 +3.0
USMV iShares MSCI USA Min Vol Factor ETF 0.5 15 53 5.8 +2.5
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.5 47 21 9.1 +5.7
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.5 45 23 6.6 +3.2
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 38 5.9 +2.5
DGRO iShares Core Dividend Growth ETF 0.5 8 60 6.5 +3.1
STXV Strive 1000 Value ETF 0.5 18 50 7.7 +4.3
VLU SPDR S&P 1500 Value Tilt ETF 0.5 12 56 7.1 +3.7
RWL Invesco S&P 500 Revenue ETF 0.5 39 29 6.8 +3.4
LRGF iShares U.S. Equity Factor ETF 0.5 8 60 5.9 +2.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 29 8.9 +5.5
DFAT Dimensional U.S. Targeted Value ETF 0.5 28 40 7.9 +4.5
SCHV Schwab U.S. Large-Cap Value ETF 0.5 4 64 6.6 +3.2
XSHQ Invesco S&P SmallCap Quality ETF 0.5 29 39 8.4 +5.0
AFLG First Trust Active Factor Large Cap ETF 0.5 55 13 6.2 +2.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.5 18 50 7.4 +4.1
VTWV Vanguard Russell 2000 Value ETF 0.5 15 53 5.0 +1.6
DFIS Dimensional International Small Cap ETF 0.5 39 29 6.4 +3.0
QUS SPDR MSCI USA StrategicFactors ETF 0.5 15 53 5.9 +2.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.5 25 43 5.7 +2.4
HDUS Hartford Disciplined US Equity ETF 0.5 19 49 6.2 +2.8
SSPY Syntax Stratified LargeCap ETF 0.5 30 38 6.6 +3.2
EZM WisdomTree U.S. MidCap Fund 0.5 38 30 7.8 +4.4
VIDI Vident International Equity Strategy ETF 0.5 61 7 11.9 +8.5
FLEE Franklin FTSE Europe ETF 0.5 9 59 6.9 +3.5
DTD WisdomTree U.S. Total Dividend Fund 0.5 28 40 6.3 +2.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 26 5.2 +1.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.5 30 38 4.8 +1.4
BBEU JPMorgan BetaBuilders Europe ETF 0.5 9 59 6.9 +3.5
JRNY ALPS Global Travel Beneficiaries ETF 0.5 65 3 -1.2 -4.6
SDIV Global X Superdividend ETF 0.4 58 10 15.0 +11.6
CGRO CoreValues Alpha Greater China Growth ETF 0.4 75 -7 0.0 -3.4
IEV iShares Europe ETF 0.4 67 1 6.2 +2.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 49 6.5 +3.1
DFSV Dimensional US Small Cap Value ETF 0.4 31 37 8.5 +5.1
PFI Invesco Dorsey Wright Financial Momentum ETF 0.4 60 8 5.5 +2.2
VGK Vanguard FTSE Europe ETF 0.4 11 57 6.7 +3.3
DLN WisdomTree U.S. LargeCap Dividend Fund 0.4 28 40 6.1 +2.7
VLUE iShares MSCI USA Value Factor ETF 0.4 15 53 10.6 +7.2
SPXN ProShares S&P 500 Ex-Financials ETF 0.4 9 59 5.3 +1.9
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -12 4.6 +1.2
HLAL Wahed FTSE USA Shariah ETF 0.4 50 18 4.9 +1.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 48 7.9 +4.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.4 15 53 5.4 +2.0
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 0 4.0 +0.7
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 33 9.7 +6.3
DGRW WisdomTree US Quality Dividend Growth Fund 0.4 28 40 6.1 +2.7
SPEU SPDR Portfolio Europe ETF 0.4 7 61 6.6 +3.2
HLGE Hartford Longevity Economy ETF 0.4 44 24 6.1 +2.7
EWL iShares MSCI Switzerland ETF 0.4 50 18 4.0 +0.6
BCDF Horizon Kinetics Blockchain Development ETF 0.4 85 -17 4.9 +1.6
IQSI IQ Candriam International Equity ETF 0.4 15 53 6.4 +3.0
ESGD iShares ESG Aware MSCI EAFE ETF 0.4 20 48 6.4 +3.1
FEM First Trust Emerging Markets AlphaDEX Fund 0.4 80 -12 14.2 +10.9
QINT American Century Quality Diversified International ETF 0.4 39 29 7.7 +4.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.4 46 22 6.5 +3.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.4 24 44 7.7 +4.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 53 6.9 +3.6
INTF iShares International Equity Factor ETF 0.4 15 53 8.0 +4.6
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.4 60 8 0.5 -2.9
IEUR iShares Core MSCI Europe ETF 0.4 11 57 6.6 +3.3
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.3 35 33 6.2 +2.8
SCHC Schwab International Small-Cap Equity ETF 0.3 11 57 6.2 +2.8
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.3 20 48 6.1 +2.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.3 79 -11 5.9 +2.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 30 7.1 +3.8
DIVI Franklin International Core Dividend Tilt Index ETF 0.3 9 59 7.6 +4.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 29 7.7 +4.3
HKND Humankind US Stock ETF 0.3 11 57 7.1 +3.7
VEA Vanguard FTSE Developed Markets ETF 0.3 5 63 6.9 +3.5
HFXI IQ FTSE International Equity Currency Neutral ETF 0.3 20 48 6.8 +3.5
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 62 7.6 +4.2
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 43 9.0 +5.6
DFSI Dimensional International Sustainability Core 1 ETF 0.3 24 44 6.1 +2.8
EFA iShares MSCI EAFE ETF 0.3 35 33 6.5 +3.1
SCHF Schwab International Equity ETF 0.3 6 62 7.1 +3.8
FVD First Trust Value Line Dividend Index Fund 0.3 65 3 6.2 +2.8
VALQ American Century U.S. Quality Value ETF 0.3 29 39 7.5 +4.1
IEFA iShares Core MSCI EAFE ETF 0.3 7 61 6.7 +3.4
SVAL iShares US Small Cap Value Factor ETF 0.3 20 48 10.1 +6.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.3 49 19 6.4 +3.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 39 6.8 +3.4
SMDY Syntax Stratified MidCap ETF 0.3 35 33 5.6 +2.3
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 64 6.8 +3.4
VIS Vanguard Industrials ETF 0.3 10 58 4.4 +1.1
VYM Vanguard High Dividend Yield Index ETF 0.3 6 62 7.1 +3.8
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 43 6.9 +3.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.3 3 65 6.8 +3.5
VSGX Vanguard ESG International Stock ETF 0.3 12 56 6.5 +3.1
FIDU Fidelity MSCI Industrial Index ETF 0.3 8 60 4.8 +1.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 48 6.7 +3.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 56 6.6 +3.2
FLSW Franklin FTSE Switzerland ETF 0.3 9 59 5.0 +1.7
SQEW LeaderShares Equity Skew ETF 0.3 81 -13 4.0 +0.6
JSML Janus Henderson Small Cap Growth Alpha ETF 0.3 30 38 7.1 +3.7
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 28 6.2 +2.8
IPAC iShares Core MSCI Pacific ETF 0.3 9 59 6.8 +3.5
FLGB Franklin FTSE United Kingdom ETF 0.3 9 59 8.2 +4.9
ROUS Hartford Multifactor US Equity ETF 0.3 19 49 6.9 +3.5
AVIV Avantis International Large Cap Value ETF 0.3 25 43 8.8 +5.4
NACP Impact Shares NAACP Minority Empowerment ETF 0.3 49 19 5.2 +1.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 53 6.9 +3.6
EWU iShares MSCI United Kingdom ETF 0.2 50 18 7.9 +4.6
TPIF Timothy Plan International ETF 0.2 62 6 6.5 +3.2
BKIE BNY Mellon International Equity ETF 0.2 4 64 6.9 +3.5
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 43 7.0 +3.7
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 50 7.6 +4.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 29 7.0 +3.6
DFAI Dimensional International Core Equity Market ETF 0.2 18 50 7.0 +3.6
IJH iShares Core S&P Mid-Cap ETF 0.2 5 63 6.6 +3.3
MDY SPDR S&P Midcap 400 ETF Trust 0.2 23 45 6.5 +3.1
MDYV SPDR S&P 400 Mid Cap Value ETF 0.2 15 53 7.6 +4.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 15 53 7.7 +4.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 32 6.5 +3.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 7 61 6.4 +3.0
IJK iShares S&P Mid-Cap 400 Growth ETF 0.2 17 51 5.8 +2.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 10 58 6.6 +3.3
USMF WisdomTree U.S. Multifactor Fund 0.2 28 40 7.6 +4.2
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 65 6.7 +3.3
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 3 7.2 +3.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.2 15 53 5.8 +2.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.2 15 53 5.8 +2.4
DFIC Dimensional International Core Equity 2 ETF 0.2 23 45 7.5 +4.1
VPL Vanguard FTSE Pacific ETF 0.2 8 60 6.9 +3.6
RNSC Furst Trust Small Cap US Equity Select ETF 0.2 60 8 7.0 +3.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 8 60 7.0 +3.6
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 61 7.0 +3.6
VXUS Vanguard Total International Stock ETF 0.2 7 61 6.9 +3.6
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 34 6.8 +3.4
JIG JPMorgan International Growth ETF 0.2 55 13 4.3 +0.9
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 53 7.3 +3.9
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.2 30 38 6.7 +3.4
EQIN Columbia US Equity Income ETF 0.2 35 33 8.5 +5.1
SAGP Strategas Global Policy Opportunities ETF 0.2 65 3 5.3 +1.9
EBIZ Global X E-Commerce ETF 0.2 50 18 1.2 -2.2
IQDF FlexShares International Quality Dividend Index Fund 0.2 47 21 8.9 +5.5
JIRE JPMorgan International Research Enhanced Equity ETF 0.2 24 44 6.8 +3.4
IAK iShares U.S. Insurance ETF 0.2 40 28 6.4 +3.0
EIS iShares MSCI Israel ETF 0.2 58 10 8.6 +5.2
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 45 8.7 +5.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.2 20 48 6.8 +3.4
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 38 6.7 +3.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.2 60 8 10.3 +7.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.2 30 38 6.7 +3.3
AVEM Avantis Emerging Markets Equity ETF 0.1 33 35 8.8 +5.5
QQQS Invesco NASDAQ Future Gen 200 ETF 0.1 20 48 -8.8 -12.2
IWFH iShares Virtual Work and Life Multisector ETF 0.1 47 21 -4.2 -7.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 27 6.7 +3.3
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.1 51 17 6.7 +3.4
CIL VictoryShares International Volatility Wtd ETF 0.1 45 23 6.8 +3.5
FEP First Trust Europe AlphaDEX Fund 0.1 80 -12 5.5 +2.1
AVDE Avantis International Equity ETF 0.1 23 45 7.8 +4.4
DHS WisdomTree U.S. High Dividend Fund 0.1 38 30 8.1 +4.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 18 4.4 +1.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 38 7.9 +4.5
VBR Vanguard Small Cap Value ETF 0.1 7 61 7.8 +4.4
JPIN J.P. Morgan Diversified Return International Equity ETF 0.1 37 31 8.5 +5.1
FHLC Fidelity MSCI Health Care Index ETF 0.1 8 60 5.5 +2.1
ECNS iShares MSCI China Small-Cap ETF 0.1 59 9 14.5 +11.2
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 26 5.8 +2.5
JHMD John Hancock Multifactor Developed International ETF 0.1 39 29 7.4 +4.1
VHT Vanguard Health Care ETF 0.1 10 58 5.3 +1.9
FENI Fidelity Enhanced International ETF 0.1 28 40 8.0 +4.7
QGRO American Century U.S. Quality Growth ETF 0.1 29 39 4.8 +1.5
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 53 5.3 +1.9
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 48 9.9 +6.5
DIHP Dimensional International High Profitability ETF 0.1 29 39 7.4 +4.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.1 14 54 5.8 +2.5
VIGI Vanguard International Dividend Appreciation ETF 0.1 15 53 5.7 +2.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 44 8.3 +5.0
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 38 6.6 +3.2
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.1 39 29 12.3 +8.9
IGRO iShares International Dividend Growth ETF 0.1 15 53 7.1 +3.8
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 57 7.5 +4.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 32 7.1 +3.8
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 61 7.4 +4.0
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 10 8.4 +5.1
EFV iShares MSCI EAFE Value ETF 0.1 34 34 8.9 +5.5
FLKR Franklin FTSE South Korea ETF 0.1 9 59 9.3 +5.9
TGRW T. Rowe Price Growth Stock ETF 0.1 52 16 4.0 +0.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 23 8.6 +5.2
IVLU iShares MSCI Intl Value Factor ETF 0.0 30 38 11.0 +7.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.0 39 29 8.6 +5.3
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 11 3.5 +0.1
AVDV Avantis International Small Cap Value ETF 0.0 36 32 7.7 +4.3
TXS Texas Capital Texas Equity Index ETF 0.0 49 19 5.3 +1.9
SCJ iShares MSCI Japan Small-Cap ETF 0.0 50 18 6.3 +3.0
DISV Dimensional International Small Cap Value ETF 0.0 42 26 8.8 +5.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.0 35 33 6.8 +3.4
DFIV Dimensional International Value ETF 0.0 27 41 9.8 +6.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 29 7.2 +3.8
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 3 7.1 +3.8
GXC SPDR S&P China ETF 0.0 59 9 9.1 +5.7
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 18 4.8 +1.5
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 27 7.5 +4.1
SCHE Schwab Emerging Markets Equity ETF 0.0 11 57 7.3 +3.9
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 49 7.0 +3.6
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 9 9.2 +5.8
CGUS Capital Group Core Equity ETF 0.0 33 35 4.6 +1.3
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 33 7.4 +4.0
AVES Avantis Emerging Markets Value ETF 0.0 36 32 10.9 +7.5
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 60 7.2 +3.8
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 30 8.1 +4.7

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

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  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

Content on this tab for subscribers only

VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

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

ALTAR Score™


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

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 CATEGORY
AVERAGE		 1.53
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.