Fidelity Clean Energy ETF
ALTAR
Score™
3.2% info Recommen-
dation
NEUTRAL
2024E    2025E
P/E
ratio
20.5x P/Sales
ratio
1.1x
P/BV
ratio
1.7x Div.
yield
2.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
FRNW tracks a market-cap-weighted index of global clean energy companies screened for environmental, social, and governance factors.

FUND BASICS
Category Global Equities
Fund Sponsor Fidelity
Website screener.fidelity.com/ftgw/etf/goto/snapshot/snapshot.jhtml?symbols=FRNW&type=o-NavBar
Inception date Oct 05, 2021
Assets (mns) $28
Currency USD
Expense ratio 39 bp
Distributions Quarterly

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 65
Wgt avg mkt cap (mns) $8,380
Large cap (>$10bn) 27.2%
Mid cap ($2-10bn) 48.9%
Small cap (<$2bn) 22.5%
Developed mkts 84.4%
Emerging mkts 15.6%

TOP TEN HOLDINGS
ENPHASE ENERGY INC 5.0 %
VESTAS WIND SYSTEMS A/S 4.8 %
FIRST SOLAR INC 4.2 %
DONG ENERGY A/S 4.0 %
NEXTRACKER, INC. CLASS A 2.9 %
MERIDIAN ENERGY LTD 2.9 %
NORTHLAND POWER INC 2.7 %
XINYI SOLAR HOLDINGS LTD 2.4 %
VERBUND AG 2.4 %
ORMAT TECHNOLOGIES INC 2.4 %
Total 33.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 34.1 %
CHINA 10.1 %
DENMARK 8.9 %
CANADA 7.8 %
SPAIN 6.7 %
GERMANY 5.3 %
BRITAIN 3.9 %
ISRAEL 3.9 %
JAPAN 2.9 %
NEW ZEALAND 2.9 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-3.7% -18.6% -- -- -14.3%

Market Correlations
versus... Beta R-squared
S&P500 1.21 49%
MSCI EAFE 1.31 55%
MSCI Emg. Mkts. 1.17 45%

Technical Indicators
Recent close $16.14
30d moving avg. $16.00
Annualized volatility 32.9%
Short interest (ETF) 0.0%
Relative strength (RSI) 59

Liquidity measures
Avg. volume (thou.) 6
Turnover 0.3%
Bid/Ask (% of price) 0.48%
ADV underlying (mns) $3,863

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 561 potential alternatives to the Fidelity Clean Energy ETF ETF based on the alternatives' overlap in portfolio holdings with FRNW. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FRNW Expense: 39 bp ALTAR Score™: 3.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FRNW
Ticker Fund
Name
Overlap1
vs FRNW
(%)
Expense
ratio
(bp)
Savings
vs FRNW
(bp)
ALTAR
Score™
(%)
ALTAR
vs FRNW
(%)
TAN Invesco Solar ETF 43.5 67 -28 4.2 +1.1
RNRG Global X Renewable Energy Producers ETF 42.8 66 -27 4.6 +1.4
ICLN iShares Global Clean Energy ETF 42.5 41 -2 4.6 +1.5
CTEC Global X CleanTech ETF 42.4 50 -11 1.1 -2.1
VCLN Virtus Duff & Phelps Clean Energy ETF 33.6 59 -20 3.0 -0.1
PBD Invesco Global Clean Energy ETF 33.3 75 -36 -3.6 -6.7
FAN First Trust Global Wind Energy ETF 32.7 60 -21 4.9 +1.8
RAYS Global X Solar ETF 31.3 51 -12 4.1 +1.0
CNRG SPDR S&P Kensho Clean Power ETF 31.3 45 -6 -6.9 -10.1
ACES ALPS Clean Energy ETF 31.1 55 -16 -4.4 -7.6
SMOG VanEck Low Carbon Energy ETF 28.1 61 -22 2.8 -0.4
PBW Invesco WilderHill Clean Energy ETF 25.3 66 -27 -16.9 -20.0
ERTH Invesco MSCI Sustainable Future ETF 24.9 62 -23 3.4 +0.3
WNDY Global X Wind Energy ETF 24.8 50 -11 4.6 +1.4
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 23.6 58 -19 0.2 -3.0
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 22.8 79 -40 4.7 +1.5
RNEW VanEck Green Infrastructure ETF 18.8 45 -6 -0.4 -3.6
ETEC iShares Breakthrough Environmental Solutions ETF 17.0 47 -8 4.6 +1.5
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 14.8 75 -36 7.1 +3.9
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 14.3 55 -16 3.4 +0.3
CCSO Carbon Collective Climate Solutions US Equity ETF 11.8 35 4 2.3 -0.9
SDG iShares MSCI Global Sustainable Development Goals ETF 9.3 49 -10 5.6 +2.5
OCEN IQ Clean Oceans ETF 9.3 45 -6 5.0 +1.9
MVPS Amplify Thematic All-Stars ETF 9.3 49 -10 2.6 -0.5
BNE Blue Horizon BNE ETF 8.5 87 -48 4.8 +1.7
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 8.1 45 -6 5.9 +2.8
DTEC ALPS Disruptive Technologies ETF 7.6 50 -11 3.2 +0.0
EDEN iShares MSCI Denmark ETF 7.5 53 -14 5.8 +2.7
BECO BlackRock Future Climate and Sustainable Economy ETF 7.5 70 -31 13.3 +10.2
KGRN KraneShares MSCI China Clean Technology Index ETF 7.4 79 -40 6.2 +3.1
XT iShares Exponential Technologies ETF 7.3 46 -7 3.8 +0.6
GSFP Goldman Sachs Future Planet Equity ETF 6.6 75 -36 4.4 +1.3
CLNR IQ Cleaner Transport ETF 5.6 45 -6 7.8 +4.7
WBAT WisdomTree Battery Value Chain and Innovation Fund 5.3 45 -6 4.4 +1.3
FXN First Trust Energy AlphaDEX Fund 4.7 62 -23 1.2 -2.0
HJEN Direxion Hydrogen ETF 4.7 45 -6 -2.9 -6.1
HYDR Global X Hydrogen ETF 4.7 50 -11 -11.1 -14.2
HDRO Defiance Next Gen H2 ETF 4.7 30 9 -8.9 -12.0
ITEQ BlueStar Israel Technology ETF 4.6 75 -36 1.5 -1.6
SIMS SPDR S&P Kensho Intelligent Structures ETF 4.4 45 -6 -3.4 -6.6
ISRA VanEck Israel ETF 4.2 59 -20 8.6 +5.4
XSD SPDR S&P Semiconductor ETF 4.2 35 4 4.4 +1.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 4.0 40 -1 5.2 +2.0
HAP VanEck Natural Resources ETF 3.9 50 -11 9.9 +6.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.8 58 -19 4.4 +1.2
BATT Amplify Lithium & Battery Technology ETF 3.7 59 -20 -0.8 -3.9
FDRV Fidelity Electric Vehicles and Future Transportation ETF 3.7 39 0 -3.5 -6.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.6 20 19 5.4 +2.2
BLLD JPMorgan Sustainable Infrastructure ETF 3.4 49 -10 6.0 +2.9
TRFM AAM Transformers ETF 3.2 49 -10 1.1 -2.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.2 15 24 4.8 +1.6
SXUS Janus Henderson International Sustainable Equity ETF 3.2 60 -21 4.2 +1.0
AIRR First Trust RBA American Industrial Renaissance ETF 3.1 70 -31 5.2 +2.0
TMFX Motley Fool Next Index ETF 3.0 50 -11 3.2 +0.1
HAIL SPDR S&P Kensho Smart Mobility ETF 2.9 45 -6 -2.1 -5.3
ENZL iShares MSCI New Zealand ETF 2.9 50 -11 2.4 -0.7
SPHB Invesco S&P 500 High Beta ETF 2.9 25 14 3.9 +0.8
IPO Renaissance IPO ETF 2.8 60 -21 -3.1 -6.2
JSML Janus Henderson Small Cap Growth Alpha ETF 2.6 30 9 9.3 +6.1
TEMP JPMorgan Climate Change Solutions ETF 2.5 49 -10 4.4 +1.2
IYE iShares U.S. Energy ETF 2.5 40 -1 7.3 +4.1
EWO iShares MSCI Austria ETF 2.4 50 -11 13.1 +10.0
NBDS Neuberger Berman Disrupters ETF 2.3 55 -16 1.8 -1.4
NUMG Nuveen ESG Mid-Cap Growth ETF 2.3 31 8 3.8 +0.7
GXG Global X MSCI Colombia ETF 2.3 62 -23 15.4 +12.3
FTGS First Trust Growth Strength ETF 2.2 60 -21 5.4 +2.3
EMIF iShares Emerging Markets Infrastructure ETF 2.1 60 -21 4.8 +1.6
EWP iShares MSCI Spain ETF 2.0 50 -11 8.9 +5.8
AHOY Newday Ocean Health ETF 2.0 75 -36 5.4 +2.3
GVAL Cambria Global Value ETF 1.9 68 -29 13.2 +10.1
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.9 72 -33 2.1 -1.0
SPGP Invesco S&P 500 GARP ETF 1.9 34 5 8.6 +5.4
ECLN First Trust EIP Carbon Impact ETF 1.8 96 -57 5.2 +2.0
FXU First Trust Utilities AlphaDEX Fund 1.8 64 -25 6.5 +3.3
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 1.8 29 10 6.5 +3.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.8 30 9 12.6 +9.4
PSCT Invesco S&P SmallCap Information Technology ETF 1.7 29 10 5.5 +2.3
KOMP SPDR S&P Kensho New Economies Composite ETF 1.7 20 19 2.0 -1.2
PIO Invesco Global Water ETF 1.7 75 -36 4.8 +1.6
TCHI iShares MSCI China Multisector Tech ETF 1.7 59 -20 2.9 -0.2
PID Invesco International Dividend Achievers ETF 1.6 53 -14 6.7 +3.6
EIS iShares MSCI Israel ETF 1.6 58 -19 9.0 +5.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.6 52 -13 5.5 +2.3
NUMV Nuveen ESG Mid-Cap Value ETF 1.5 31 8 7.4 +4.2
ETHO Etho Climate Leadership U.S. ETF 1.5 47 -8 3.7 +0.5
EQAL Invesco Russell 1000 Equal Weight ETF 1.5 20 19 5.9 +2.8
PSCI Invesco S&P SmallCap Industrials ETF 1.5 29 10 5.8 +2.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.5 10 29 4.5 +1.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.4 10 29 4.5 +1.4
FDWM Fidelity Women's Leadership ETF 1.4 59 -20 4.7 +1.6
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.4 58 -19 9.1 +5.9
NUSC Nuveen ESG Small-Cap ETF 1.3 31 8 5.2 +2.0
IWO iShares Russell 2000 Growth ETF 1.3 24 15 1.5 -1.7
IPOS Renaissance International IPO ETF 1.3 80 -41 -120.3 -123.4
VTWG Vanguard Russell 2000 Growth ETF 1.3 15 24 1.6 -1.6
CID VictoryShares International High Div Volatility Wtd ETF 1.3 45 -6 9.5 +6.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.3 15 24 9.3 +6.2
ECNS iShares MSCI China Small-Cap ETF 1.3 59 -20 14.3 +11.1
DWX SPDR S&P International Dividend ETF 1.3 45 -6 6.8 +3.7
JCHI JPMorgan Active China ETF 1.3 65 -26 7.9 +4.7
VOT Vanguard Mid-Cap Growth ETF 1.3 7 32 4.1 +0.9
DRIV Global X Autonomous & Electric Vehicles ETF 1.3 68 -29 3.1 -0.0
QQQN VictoryShares Nasdaq Next 50 ETF 1.2 18 21 4.5 +1.3
PGJ Invesco Golden Dragon China ETF 1.2 70 -31 5.2 +2.0
FID First Trust S&P International Dividend Aristocrats ETF 1.2 60 -21 9.5 +6.4
NETZ TCW Transform Systems ETF 1.2 75 -36 3.6 +0.5
IJS iShares S&P Small-Cap 600 Value ETF 1.2 18 21 9.3 +6.2
SLYV SPDR S&P 600 Small Cap Value ETF 1.2 15 24 9.3 +6.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.2 12 27 4.8 +1.6
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.2 35 4 9.3 +6.1
FEUZ First Trust Eurozone AlphaDEX ETF 1.2 80 -41 4.4 +1.3
SCHC Schwab International Small-Cap Equity ETF 1.2 11 28 6.3 +3.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.1 55 -16 3.7 +0.5
JXI iShares Global Utilities ETF 1.1 43 -4 6.5 +3.4
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 35 5.6 +2.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.1 39 0 4.5 +1.3
IEUS iShares MSCI Europe Small-Cap ETF 1.1 42 -3 6.1 +2.9
GBUY Goldman Sachs Future Consumer Equity ETF 1.1 75 -36 2.9 -0.2
IWTR iShares MSCI Water Management Multisector ETF 1.1 47 -8 4.7 +1.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.1 49 -10 6.6 +3.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.0 49 -10 4.5 +1.4
FDEV Fidelity International Multifactor ETF 1.0 18 21 7.3 +4.1
FPX First Trust US Equity Opportunities ETF 1.0 61 -22 0.7 -2.5
DFIS Dimensional International Small Cap ETF 1.0 39 0 6.6 +3.5
SNSR Global X Internet of Things ETF 1.0 68 -29 4.1 +0.9
ISZE iShares MSCI Intl Size Factor ETF 1.0 30 9 6.8 +3.6
STXK Strive Small-Cap ETF 1.0 18 21 5.4 +2.2
WDIV SPDR S&P Global Dividend ETF 1.0 40 -1 10.0 +6.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.9 7 32 6.4 +3.3
BIBL Inspire 100 ETF 0.9 35 4 4.8 +1.6
VBK Vanguard Small-Cap Growth ETF 0.9 7 32 1.5 -1.7
VRAI Virtus Real Asset Income ETF 0.9 55 -16 8.9 +5.7
WLDR Affinity World Leaders Equity ETF 0.9 67 -28 8.6 +5.5
OALC OneAscent Large Cap Core ETF 0.9 86 -47 5.7 +2.5
GINN Goldman Sachs Innovate Equity ETF 0.9 52 -13 2.5 -0.7
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 33 4.3 +1.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.8 75 -36 3.0 -0.2
DFE WisdomTree Europe SmallCap Dividend Fund 0.8 58 -19 10.7 +7.5
WBIY WBI Power Factor High Dividend ETF 0.8 100 -61 10.9 +7.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 -26 8.3 +5.1
BLES Inspire Global Hope ETF 0.8 61 -22 6.3 +3.2
QQQS Invesco NASDAQ Future Gen 200 ETF 0.8 20 19 -7.1 -10.2
ISCG iShares Morningstar Small-Cap Growth ETF 0.8 6 33 2.4 -0.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.8 70 -31 2.2 -0.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.8 35 4 10.4 +7.2
NULG Nuveen ESG Large-Cap Growth ETF 0.8 26 13 4.1 +0.9
IWM iShares Russell 2000 ETF 0.7 19 20 3.5 +0.4
NULV Nuveen ESG Large-Cap Value ETF 0.7 26 13 7.1 +4.0
RSSL Global X Russell 2000 ETF 0.7 8 31 3.6 +0.4
VTWO Vanguard Russell 2000 ETF 0.7 10 29 3.6 +0.5
CHGX AXS Change Finance ESG ETF 0.7 49 -10 4.9 +1.7
DGT SPDR Global Dow ETF 0.7 50 -11 6.6 +3.4
WWJD Inspire International ETF 0.7 80 -41 7.1 +3.9
EFRA iShares Environmental Infrastructure and Industrials ETF 0.7 47 -8 5.1 +2.0
FEP First Trust Europe AlphaDEX Fund 0.7 80 -41 5.6 +2.5
FLDZ RiverNorth Patriot ETF 0.7 75 -36 5.7 +2.6
EES WisdomTree U.S. SmallCap Fund 0.7 38 1 10.5 +7.4
SCZ iShares MSCI EAFE Small-Cap ETF 0.7 40 -1 6.3 +3.1
VIOO Vanguard S&P Small-Cap 600 ETF 0.7 10 29 8.0 +4.9
IJR iShares Core S&P Small Cap ETF 0.7 6 33 8.1 +4.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.7 3 36 8.1 +4.9
DLS WisdomTree International SmallCap Dividend Fund 0.7 58 -19 8.7 +5.6
TTAI FCF International Quality ETF 0.7 59 -20 6.8 +3.7
SQLV Royce Quant Small-Cap Quality Value ETF 0.7 60 -21 9.0 +5.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 22 5.4 +2.3
INTF iShares International Equity Factor ETF 0.7 15 24 7.9 +4.7
FUTY Fidelity MSCI Utilities Index ETF 0.7 8 31 6.1 +2.9
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.7 20 19 6.9 +3.8
DISV Dimensional International Small Cap Value ETF 0.6 42 -3 9.1 +5.9
DFNV Donoghue Forlines Innovation ETF 0.6 69 -30 4.7 +1.6
ARB AltShares Merger Arbitrage ETF 0.6 77 -38 -0.1 -3.3
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.6 80 -41 13.7 +10.5
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.6 80 -41 9.4 +6.2
NUDM Nuveen ESG International Developed Markets Equity ETF 0.6 31 8 6.1 +3.0
JHMM John Hancock Multifactor Mid Cap ETF 0.6 42 -3 6.6 +3.5
ESGD iShares ESG Aware MSCI EAFE ETF 0.6 20 19 6.3 +3.2
ISCF iShares International SmallCap Equity Factor ETF 0.6 23 16 8.8 +5.7
VPU Vanguard Utilities ETF 0.6 10 29 6.1 +2.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.6 9 30 3.9 +0.7
ISCB iShares Morningstar Small-Cap ETF 0.6 4 35 5.3 +2.1
SFYX SoFi Next 500 ETF 0.6 0 39 5.0 +1.9
BUZZ VanEck Social Sentiment ETF 0.6 75 -36 -0.3 -3.4
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 -3 6.2 +3.1
ESIX SPDR S&P SmallCap 600 ESG ETF 0.6 12 27 8.1 +5.0
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.6 14 25 5.9 +2.7
VO Vanguard Mid-Cap ETF 0.6 4 35 5.9 +2.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.6 39 0 6.8 +3.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 32 5.7 +2.6
VLUE iShares MSCI USA Value Factor ETF 0.6 15 24 10.9 +7.7
DFSI Dimensional International Sustainability Core 1 ETF 0.6 24 15 6.1 +2.9
IEUR iShares Core MSCI Europe ETF 0.6 11 28 6.7 +3.5
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.6 32 7 5.5 +2.3
BFOR ALPS Barron's 400 ETF 0.5 65 -26 6.6 +3.4
JSTC Adasina Social Justice All Cap Global ETF 0.5 89 -50 4.7 +1.5
DFAS Dimensional U.S. Small Cap ETF 0.5 26 13 6.1 +3.0
VGK Vanguard FTSE Europe ETF 0.5 11 28 6.6 +3.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.5 59 -20 8.3 +5.1
TPIF Timothy Plan International ETF 0.5 62 -23 6.5 +3.4
AVSC Avantis U.S Small Cap Equity ETF 0.5 25 14 5.4 +2.2
RSP Invesco S&P 500 Equal Weight ETF 0.5 20 19 6.2 +3.0
AVDV Avantis International Small Cap Value ETF 0.5 36 3 7.7 +4.6
EWUS iShares MSCI United Kingdom Small Cap ETF 0.5 59 -20 6.2 +3.0
SCHA Schwab U.S. Small-Cap ETF 0.5 4 35 4.8 +1.6
IWP iShares Russell Mid-Cap Growth ETF 0.5 23 16 3.9 +0.8
SPEU SPDR Portfolio Europe ETF 0.5 7 32 6.5 +3.4
DMXF iShares ESG Advanced MSCI EAFE ETF 0.5 12 27 5.3 +2.2
TPSC Timothy Plan US Small Cap Core ETF 0.5 52 -13 7.7 +4.5
AVDE Avantis International Equity ETF 0.5 23 16 7.7 +4.6
SSPY Syntax Stratified LargeCap ETF 0.5 30 9 6.5 +3.3
BBEU JPMorgan BetaBuilders Europe ETF 0.5 9 30 6.6 +3.5
ESGN Columbia International ESG Equity Income ETF 0.5 45 -6 0.0 -3.2
FLEE Franklin FTSE Europe ETF 0.5 9 30 6.8 +3.6
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.5 45 -6 12.7 +9.5
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.5 46 -7 6.3 +3.1
XJR iShares ESG Screened S&P Small-Cap ETF 0.5 12 27 7.7 +4.6
IGRO iShares International Dividend Growth ETF 0.5 15 24 7.1 +3.9
IWR iShares Russell Midcap ETF 0.5 19 20 5.7 +2.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.5 39 0 7.1 +4.0
XLK Technology Select Sector SPDR Fund 0.5 9 30 4.7 +1.6
IWS iShares Russell Mid-Cap Value ETF 0.5 23 16 6.6 +3.5
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.5 18 21 7.4 +4.3
VB Vanguard Small-Cap ETF 0.5 5 34 5.4 +2.3
OBOR KraneShares MSCI One Belt One Road Index ETF 0.4 79 -40 10.3 +7.2
DFIV Dimensional International Value ETF 0.4 27 12 9.9 +6.8
EFG iShares MSCI EAFE Growth ETF 0.4 36 3 4.0 +0.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.4 15 24 6.3 +3.1
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 35 6.2 +3.0
DFAI Dimensional International Core Equity Market ETF 0.4 18 21 6.8 +3.7
VGT Vanguard Information Technology ETF 0.4 10 29 4.0 +0.9
EWC iShares MSCI Canada ETF 0.4 50 -11 7.1 +3.9
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.4 35 4 6.1 +3.0
IDEV iShares Core MSCI International Developed Markets ETF 0.4 4 35 6.7 +3.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 30 6.0 +2.9
IQSI IQ Candriam International Equity ETF 0.4 15 24 6.2 +3.0
GLIF AGF Global Infrastructure ETF 0.4 45 -6 5.3 +2.2
FSST Fidelity Sustainable U.S. Equity ETF 0.4 59 -20 4.7 +1.6
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.4 42 -3 7.6 +4.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.4 35 4 7.7 +4.5
DIM WisdomTree International MidCap Dividend Fund 0.4 58 -19 7.6 +4.5
AVES Avantis Emerging Markets Value ETF 0.4 36 3 11.9 +8.7
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 33 8.1 +5.0
VXF Vanguard Extended Market ETF 0.4 6 33 4.2 +1.0
SIZE iShares MSCI USA Size Factor ETF 0.4 15 24 6.0 +2.9
QDEF FlexShares Quality Dividend Defensive Index Fund 0.4 37 2 4.5 +1.3
IEV iShares Europe ETF 0.4 67 -28 6.2 +3.1
IDU iShares U.S. Utilities ETF 0.4 40 -1 5.4 +2.3
JHMD John Hancock Multifactor Developed International ETF 0.4 39 0 7.3 +4.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.4 20 19 5.3 +2.1
EUSA iShares MSCI USA Equal Weighted ETF 0.4 9 30 6.2 +3.0
DFIC Dimensional International Core Equity 2 ETF 0.4 23 16 7.4 +4.2
EXI iShares Global Industrials ETF 0.4 42 -3 4.5 +1.4
NULC Nuveen ESG Large-Cap ETF 0.4 21 18 5.2 +2.1
TTAC FCF US Quality ETF 0.4 59 -20 6.2 +3.1
IEFA iShares Core MSCI EAFE ETF 0.4 7 32 6.7 +3.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.4 15 24 5.9 +2.7
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 60 -21 7.1 +4.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 14 6.8 +3.6
VEA Vanguard FTSE Developed Markets ETF 0.4 5 34 6.8 +3.7
FIDU Fidelity MSCI Industrial Index ETF 0.4 8 31 4.8 +1.6
GXC SPDR S&P China ETF 0.4 59 -20 8.6 +5.5
IGM iShares Expanded Tech Sector ETF 0.4 41 -2 4.0 +0.9
VIS Vanguard Industrials ETF 0.4 10 29 4.5 +1.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.4 64 -25 2.1 -1.0
AIEQ AI Powered Equity ETF 0.4 75 -36 5.9 +2.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.4 3 36 6.7 +3.5
IQM Franklin Intelligent Machines ETF 0.4 50 -11 2.7 -0.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.4 30 9 7.7 +4.5
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.4 20 19 6.0 +2.9
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.4 51 -12 6.7 +3.5
CIL VictoryShares International Volatility Wtd ETF 0.4 45 -6 6.7 +3.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.4 45 -6 6.3 +3.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.4 80 -41 6.6 +3.4
MCHI iShares MSCI China ETF 0.3 59 -20 8.7 +5.5
SMDY Syntax Stratified MidCap ETF 0.3 35 4 6.1 +3.0
IQIN IQ 500 International ETF 0.3 25 14 8.8 +5.6
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 32 6.9 +3.7
EFA iShares MSCI EAFE ETF 0.3 35 4 6.4 +3.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.3 36 3 6.3 +3.1
PTL Inspire 500 ETF 0.3 9 30 5.7 +2.6
UMMA Wahed Dow Jones Islamic World ETF 0.3 65 -26 4.1 +0.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 19 6.5 +3.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -13 5.4 +2.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -19 5.4 +2.2
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -34 11.3 +8.1
VXUS Vanguard Total International Stock ETF 0.3 7 32 6.8 +3.7
MDYV SPDR S&P 400 Mid Cap Value ETF 0.3 15 24 8.2 +5.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.3 15 24 8.1 +5.0
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 21 8.2 +5.0
FLCH Franklin FTSE China ETF 0.3 19 20 9.2 +6.1
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 31 4.3 +1.1
BKIE BNY Mellon International Equity ETF 0.3 4 35 6.7 +3.6
VFQY Vanguard U.S. Quality Factor ETF 0.3 13 26 7.1 +3.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.3 15 24 8.2 +5.1
SCHF Schwab International Equity ETF 0.3 6 33 6.9 +3.8
IXN iShares Global Tech ETF 0.3 41 -2 3.8 +0.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.3 18 21 6.3 +3.2
ISMD Inspire Small/Mid Cap ETF 0.3 54 -15 6.0 +2.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.3 30 9 7.6 +4.5
HFXI IQ FTSE International Equity Currency Neutral ETF 0.3 20 19 6.7 +3.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -56 1.6 -1.6
FTC First Trust Large Cap Growth AlphaDEX Fund 0.3 59 -20 2.7 -0.4
IMFL Invesco International Developed Dynamic Multifactor ETF 0.3 34 5 10.8 +7.7
ACWX iShares MSCI ACWI ex U.S. ETF 0.3 34 5 6.6 +3.5
EPP iShares MSCI Pacific ex-Japan ETF 0.3 47 -8 5.3 +2.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.3 24 15 7.7 +4.6
VEGN US Vegan Climate ETF 0.3 60 -21 4.4 +1.3
DTH WisdomTree International High Dividend Fund 0.3 58 -19 10.3 +7.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 10 9.2 +6.0
VSGX Vanguard ESG International Stock ETF 0.3 12 27 6.5 +3.4
CRTC Xtrackers US National Critical Technologies ETF 0.3 35 4 5.4 +2.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.3 41 -2 6.5 +3.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 0 7.4 +4.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 14 8.7 +5.5
FLEU Franklin FTSE Eurozone ETF 0.3 9 30 6.8 +3.7
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 9 6.6 +3.5
SSLY Syntax Stratified SmallCap ETF 0.3 40 -1 7.5 +4.3
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.3 19 20 5.6 +2.5
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.3 70 -31 6.9 +3.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 8 31 6.8 +3.7
PXH Invesco FTSE RAFI Emerging Markets ETF 0.2 49 -10 12.2 +9.1
DFSV Dimensional US Small Cap Value ETF 0.2 31 8 9.1 +5.9
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 1 8.6 +5.5
VYMI Vanguard International High Dividend Yield ETF 0.2 22 17 9.6 +6.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 19 6.7 +3.6
EZU iShares MSCI Eurozone ETF 0.2 52 -13 6.4 +3.3
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -36 7.2 +4.1
USXF iShares ESG Advanced MSCI USA ETF 0.2 10 29 4.8 +1.7
XPND First Trust Expanded Technology ETF 0.2 65 -26 3.6 +0.4
SPHQ Invesco S&P 500 Quality ETF 0.2 15 24 5.0 +1.9
EFV iShares MSCI EAFE Value ETF 0.2 34 5 9.4 +6.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 -6 8.5 +5.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 30 5.5 +2.3
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 24 7.5 +4.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.2 15 24 7.3 +4.2
ITAN Sparkline Intangible Value ETF 0.2 50 -11 6.6 +3.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 0 9.3 +6.2
DFUV Dimensional US Marketwide Value ETF 0.2 22 17 7.8 +4.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 18 3.5 +0.4
SUSA iShares MSCI USA ESG Select ETF 0.2 25 14 5.1 +1.9
IUSV iShares Core S&P US Value ETF 0.2 4 35 6.9 +3.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.2 4 35 6.1 +3.0
CN Xtrackers MSCI All China Equity ETF 0.2 50 -11 9.3 +6.2
IVE iShares S&P 500 Value ETF 0.2 18 21 6.7 +3.5
VOOV Vanguard S&P 500 Value ETF 0.2 10 29 6.7 +3.6
VT Vanguard Total World Stock ETF 0.2 7 32 5.5 +2.4
SPYV SPDR Portfolio S&P 500 Value ETF 0.2 4 35 6.8 +3.6
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 27 4.7 +1.6
BKF iShares MSCI BIC ETF 0.2 69 -30 6.9 +3.8
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.2 35 4 5.2 +2.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 35 4.0 +0.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.2 15 24 4.7 +1.5
SFY SoFi Select 500 ETF 0.2 0 39 4.2 +1.1
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 22 5.5 +2.3
RFDI First Trust Riverfront Dynamic Developed International ETF 0.2 83 -44 8.9 +5.7
RNMC First Trust Mid Cap US Equity Select ETF 0.2 60 -21 7.9 +4.8
DIVI Franklin International Core Dividend Tilt Index ETF 0.2 9 30 7.9 +4.7
DWM WisdomTree International Equity Fund 0.2 48 -9 7.8 +4.6
ILCG iShares Morningstar Growth ETF 0.2 4 35 3.8 +0.7
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 11 8.4 +5.3
SUSL iShares ESG MSCI USA Leaders ETF 0.2 10 29 4.9 +1.7
VUG Vanguard Growth ETF 0.2 4 35 3.8 +0.7
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 21 6.8 +3.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 15 24 6.9 +3.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.2 14 25 5.2 +2.0
AVUS Avantis U.S. Equity ETF 0.2 15 24 5.9 +2.7
TOK iShares MSCI Kokusai ETF 0.2 26 13 5.1 +1.9
SLYG SPDR S&P 600 Small Cap Growth ETF 0.2 15 24 6.8 +3.7
BBCA JPMorgan BetaBuilders Canada ETF 0.2 19 20 7.2 +4.1
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 1 7.9 +4.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 -6 4.2 +1.1
EVUS iShares ESG Aware MSCI USA Value ETF 0.2 18 21 6.7 +3.5
VONV Vanguard Russell 1000 Value ETF 0.2 8 31 6.7 +3.6
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 30 4.8 +1.6
IWD iShares Russell 1000 Value ETF 0.2 19 20 6.6 +3.5
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 27 6.8 +3.6
AVEM Avantis Emerging Markets Equity ETF 0.2 33 6 8.8 +5.6
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.2 40 -1 7.9 +4.7
GMF SPDR S&P Emerging Asia Pacific ETF 0.2 49 -10 6.0 +2.8
STXG Strive 1000 Growth ETF 0.2 18 21 3.9 +0.8
URTH iShares MSCI World ETF 0.2 24 15 5.2 +2.0
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 -10 8.1 +5.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.2 10 29 5.1 +1.9
RNSC Furst Trust Small Cap US Equity Select ETF 0.2 60 -21 8.4 +5.3
ACWI iShares MSCI ACWI ETF 0.2 32 7 5.3 +2.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 14 9.0 +5.9
KALL KraneShares MSCI All China Index ETF 0.2 49 -10 9.1 +6.0
MDY SPDR S&P Midcap 400 ETF Trust 0.2 23 16 6.7 +3.6
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 30 5.3 +2.1
IWN iShares Russell 2000 Value ETF 0.2 24 15 5.5 +2.4
VTWV Vanguard Russell 2000 Value ETF 0.2 15 24 5.6 +2.5
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 -26 7.5 +4.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -22 6.4 +3.3
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 4 6.0 +2.9
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 36 6.9 +3.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 -1 6.0 +2.8
AVIV Avantis International Large Cap Value ETF 0.2 25 14 8.9 +5.8
IJH iShares Core S&P Mid-Cap ETF 0.2 5 34 6.9 +3.8
GWX SPDR S&P International Small Cap ETF 0.2 40 -1 6.3 +3.2
JHML John Hancock Multifactor Large Cap ETF 0.1 29 10 5.5 +2.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 -3 4.9 +1.8
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 9 5.6 +2.4
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -11 4.7 +1.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 36 4.9 +1.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.1 25 14 5.4 +2.3
IGF iShares Global Infrastructure ETF 0.1 41 -2 5.0 +1.8
IVOO Vanguard S&P Mid-Cap 400 ETF 0.1 10 29 6.8 +3.7
VTHR Vanguard Russell 3000 ETF 0.1 10 29 4.9 +1.7
GII SPDR S&P Global Infrastructure ETF 0.1 40 -1 5.0 +1.8
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.1 32 7 6.1 +2.9
IWV iShares Russell 3000 ETF 0.1 20 19 4.8 +1.6
VTI Vanguard Total Stock Market ETF 0.1 3 36 4.9 +1.7
SCHB Schwab U.S. Broad Market ETF 0.1 3 36 4.9 +1.8
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 9 7.3 +4.1
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 24 5.0 +1.8
DFEV Dimensional Emerging Markets Value ETF 0.1 43 -4 10.6 +7.5
IYY iShares Dow Jones U.S. ETF 0.1 20 19 4.8 +1.7
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 24 5.2 +2.0
DSI iShares MSCI KLD 400 Social ETF 0.1 25 14 4.9 +1.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 -11 4.4 +1.2
DFAU Dimensional US Core Equity Market ETF 0.1 12 27 5.1 +2.0
VWO Vanguard FTSE Emerging Markets ETF 0.1 8 31 7.0 +3.8
FSMD Fidelity Small-Mid Multifactor ETF 0.1 15 24 7.6 +4.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.1 3 36 5.2 +2.0
DFUS Dimensional U.S. Equity ETF 0.1 9 30 4.9 +1.8
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 70 -31 6.1 +2.9
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 30 7.3 +4.2
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 32 7.3 +4.1
EEMA iShares MSCI Emerging Markets Asia ETF 0.1 49 -10 6.4 +3.2
DHS WisdomTree U.S. High Dividend Fund 0.1 38 1 8.8 +5.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.1 60 -21 5.2 +2.1
GLOF iShares Global Equity Factor ETF 0.1 20 19 6.8 +3.7
SMMD iShares Russell 2500 ETF 0.1 15 24 6.1 +2.9
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 4 7.3 +4.2
XVV iShares ESG Screened S&P 500 ETF 0.1 8 31 4.8 +1.7
SCHK Schwab 1000 Index ETF 0.1 5 34 5.0 +1.9
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 3 7.2 +4.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 21 4.0 +0.8
VONE Vanguard Russell 1000 ETF 0.1 8 31 5.0 +1.8
IWB iShares Russell 1000 ETF 0.1 15 24 4.9 +1.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 19 4.8 +1.6
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 19 10.2 +7.0
DEW WisdomTree Global High Dividend Fund 0.1 58 -19 9.1 +6.0
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 35 6.4 +3.2
SCHX Schwab U.S. Large-Cap ETF 0.1 3 36 5.0 +1.9
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 28 7.5 +4.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 32 4.9 +1.8
VLU SPDR S&P 1500 Value Tilt ETF 0.1 12 27 7.3 +4.1
ROUS Hartford Multifactor US Equity ETF 0.1 19 20 6.3 +3.2
QINT American Century Quality Diversified International ETF 0.1 39 0 7.3 +4.1
IVV iShares Core S&P 500 ETF 0.1 3 36 5.0 +1.9
SPY SPDR S&P 500 ETF Trust 0.1 9 30 4.9 +1.8
VOO Vanguard S&P 500 ETF 0.1 3 36 5.0 +1.9
SPLG SPDR Portfolio S&P 500 ETF 0.1 2 37 5.0 +1.9
NANC Unusual Whales Subversive Democratic Trading ETF 0.1 75 -36 3.5 +0.3
STRV Strive 500 ETF 0.1 5 34 4.9 +1.8
SCHE Schwab Emerging Markets Equity ETF 0.1 11 28 7.3 +4.2
EZM WisdomTree U.S. MidCap Fund 0.1 38 1 8.2 +5.1
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 24 5.9 +2.8
IDHQ Invesco S&P International Developed High Quality ETF 0.1 29 10 5.7 +2.5
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 20 6.9 +3.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 15 8.5 +5.3
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -26 7.2 +4.1
VV Vanguard Large-Cap ETF 0.1 4 35 4.9 +1.8
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 30 4.9 +1.8
PBUS Invesco MSCI USA ETF 0.1 4 35 5.0 +1.9
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 9 6.7 +3.5
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 23 7.4 +4.3
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 36 5.0 +1.9
RVRB Reverb ETF 0.1 30 9 4.7 +1.6
USMV iShares MSCI USA Min Vol Factor ETF 0.1 15 24 6.0 +2.9
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 -9 7.7 +4.6
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 30 4.7 +1.6
EEM iShares MSCI Emerging Markets ETF 0.1 69 -30 6.8 +3.6
DWMF WisdomTree International Multifactor Fund 0.1 38 1 7.3 +4.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.1 25 14 7.2 +4.1
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 21 4.1 +1.0
DFJ WisdomTree Japan SmallCap Dividend Fund 0.1 58 -19 7.3 +4.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 28 5.0 +1.8
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 30 4.9 +1.7
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 14 7.6 +4.4
DIHP Dimensional International High Profitability ETF 0.1 29 10 6.8 +3.7
VPL Vanguard FTSE Pacific ETF 0.1 8 31 6.8 +3.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -27 6.9 +3.8
SCJ iShares MSCI Japan Small-Cap ETF 0.1 50 -11 6.4 +3.2
IPAC iShares Core MSCI Pacific ETF 0.1 9 30 6.6 +3.4
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 11 4.3 +1.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.1 22 17 6.2 +3.0
EPS WisdomTree U.S. LargeCap Fund 0.1 8 31 6.1 +2.9
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 27 8.2 +5.1
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 9 5.9 +2.7
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 39 5.0 +1.8
VOTE TCW Transform 500 ETF 0.1 5 34 5.0 +1.8
DFLV Dimensional US Large Cap Value ETF 0.1 22 17 8.0 +4.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 37 5.0 +1.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.1 24 15 7.9 +4.8
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.1 58 -19 7.3 +4.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -20 9.3 +6.1
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.1 58 -19 5.8 +2.7
VBR Vanguard Small Cap Value ETF 0.1 7 32 8.3 +5.1
EMLP First Trust North American Energy Infrastructure Fund 0.1 95 -56 5.5 +2.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 -2 7.5 +4.3
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 0 7.2 +4.1
RECS Columbia Research Enhanced Core ETF 0.1 15 24 5.4 +2.2
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 28 4.9 +1.8
IWC iShares Micro-Cap ETF 0.1 60 -21 -4.2 -7.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 30 4.9 +1.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 14 7.3 +4.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.1 29 10 8.7 +5.5
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -28 9.8 +6.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.1 29 10 7.3 +4.2
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 10 4.9 +1.7
IWF iShares Russell 1000 Growth ETF 0.1 19 20 4.4 +1.2
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 24 6.8 +3.7
VONG Vanguard Russell 1000 Growth ETF 0.1 8 31 4.5 +1.3
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 -19 10.1 +6.9
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.1 70 -31 4.1 +0.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 19 8.0 +4.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.1 9 30 5.6 +2.5
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 14 7.0 +3.9
JPIN J.P. Morgan Diversified Return International Equity ETF 0.1 37 2 8.6 +5.5
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 6 7.0 +3.8
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 21 5.5 +2.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.0 20 19 4.8 +1.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.0 32 7 5.0 +1.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.0 18 21 7.6 +4.4
RWL Invesco S&P 500 Revenue ETF 0.0 39 0 6.7 +3.5
APUE ActivePassive U.S. Equity ETF 0.0 45 -6 4.7 +1.6
LRGF iShares U.S. Equity Factor ETF 0.0 8 31 5.6 +2.4
RWK Invesco S&P MidCap 400 Revenue ETF 0.0 39 0 8.6 +5.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.0 7 32 4.9 +1.8
REVS Columbia Research Enhanced Value ETF 0.0 19 20 7.9 +4.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.0 29 10 6.1 +2.9
RAFE PIMCO RAFI ESG U.S. ETF 0.0 29 10 6.9 +3.8
HDUS Hartford Disciplined US Equity ETF 0.0 19 20 5.9 +2.8
GSPY Gotham Enhanced 500 ETF 0.0 50 -11 5.1 +1.9
FNDX Schwab Fundamental US Large Co. Index ETF 0.0 25 14 7.0 +3.9
JPXN iShares JPX-Nikkei 400 ETF 0.0 48 -9 7.3 +4.1
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 9 8.5 +5.4
TXS Texas Capital Texas Equity Index ETF 0.0 49 -10 5.3 +2.2
ONEO SPDR Russell 1000 Momentum Focus ETF 0.0 20 19 7.2 +4.0
IVW iShares S&P 500 Growth ETF 0.0 18 21 4.1 +0.9
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0 4 35 4.2 +1.1
JGRO JPMorgan Active Growth ETF 0.0 44 -5 3.1 -0.0
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 11 6.4 +3.2
STXV Strive 1000 Value ETF 0.0 18 21 7.9 +4.8
VOOG Vanguard S&P 500 Growth ETF 0.0 10 29 4.2 +1.0
IUSG iShares Core S&P U.S. Growth ETF 0.0 4 35 4.3 +1.1
VYM Vanguard High Dividend Yield Index ETF 0.0 6 33 7.3 +4.2
DEHP Dimensional Emerging Markets High Profitability ETF 0.0 41 -2 6.3 +3.2
DIVB iShares Core Dividend ETF 0.0 5 34 7.9 +4.7
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 -10 5.7 +2.6
XC WisdomTree Emerging Markets Ex-China Fund 0.0 32 7 6.0 +2.9
APIE ActivePassive International Equity ETF 0.0 45 -6 7.5 +4.4
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 22 7.1 +4.0
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.0 32 7 6.6 +3.4
HEDJ WisdomTree Europe Hedged Equity Fund 0.0 58 -19 8.7 +5.6
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 14 10.3 +7.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 27 4.3 +1.2
DGRW WisdomTree US Quality Dividend Growth Fund 0.0 28 11 5.9 +2.8
DUHP Dimensional US High Profitability ETF 0.0 21 18 6.5 +3.4
KRUZ Unusual Whales Subversive Republican Trading ETF 0.0 75 -36 5.5 +2.3

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

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  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:
Fidelity Clean Energy 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 5.8 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 39 bp
Equals: ALTAR Score 3.2 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.55 CATEGORY
AVERAGE
1.54
 
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.