Fidelity Clean Energy ETF
ALTAR
Score™		 2.1% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 33.1x P/Sales
ratio		 1.0x
P/BV
ratio		 1.5x Div.
yield		 1.9%


  • 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) $41
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 68
Wgt avg mkt cap (mns) $27,089
Large cap (>$10bn) 22.9%
Mid cap ($2-10bn) 46.3%
Small cap (<$2bn) 22.7%
Developed mkts 85.1%
Emerging mkts 14.9%

TOP TEN HOLDINGS
GE VERONA 4.7 %
VESTAS WIND SYSTEMS A/S 4.6 %
FIRST SOLAR INC 4.4 %
EDP-ENERGIAS DE PORTUGAL SA 3.5 %
NEXTRACKER, INC. CLASS A 3.3 %
BLOOM ENERGY CORPORATION CLASS A 3.1 %
DONG ENERGY A/S 2.7 %
ENLIGHT RENEWABLE ENERGY LTD 2.7 %
ORMAT TECHNOLOGIES INC 2.6 %
ACCIONA SA 2.5 %
Total 34.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 34.7 %
CHINA 10.8 %
DENMARK 8.8 %
SPAIN 8.1 %
CANADA 7.6 %
GERMANY 3.6 %
PORTUGAL 3.5 %
NEW ZEALAND 3.3 %
ISRAEL 2.7 %
AUSTRIA 2.5 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
52.9% 52.9% -- -- -4.2%

Market Correlations
versus... Beta R-squared
S&P500 0.81 35%
MSCI EAFE 0.99 37%
MSCI Emg. Mkts. 1.03 46%

Technical Indicators
Recent close $21.19
30d moving avg. $20.62
Annualized volatility 28.7%
Short interest (ETF) 1.9%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 25
Turnover 1.3%
Bid/Ask (% of price) 0.36%
ADV underlying (mns) $5,178

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 694 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™: 2.1%


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
(%)
ICLN iShares Global Clean Energy ETF 44.8 41 -2 2.9 +0.7
CTEC Global X CleanTech ETF 38.6 50 -11 0.7 -1.5
VCLN Virtus Duff & Phelps Clean Energy ETF 37.5 59 -20 3.7 +1.6
TAN Invesco Solar ETF 34.6 67 -28 5.2 +3.0
RNRG Global X Renewable Energy Producers ETF 34.1 66 -27 5.0 +2.9
PBD Invesco Global Clean Energy ETF 33.1 75 -36 0.7 -1.5
FAN First Trust Global Wind Energy ETF 32.2 60 -21 3.8 +1.6
CNRG State Street SPDR S&P Kensho Clean Power ETF 29.4 45 -6 1.5 -0.6
ACES ALPS Clean Energy ETF 29.2 55 -16 -2.5 -4.6
SMOG VanEck Low Carbon Energy ETF 24.4 61 -22 1.5 -0.7
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 23.4 58 -19 -1.9 -4.0
PBW Invesco WilderHill Clean Energy ETF 22.6 66 -27 -3.0 -5.1
ETEC iShares Breakthrough Environmental Solutions ETF 20.9 47 -8 3.1 +0.9
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 19.0 79 -40 4.5 +2.4
ERTH Invesco MSCI Sustainable Future ETF 18.6 62 -23 3.1 +1.0
OCEN IQ Clean Oceans ETF 14.7 45 -6 5.0 +2.9
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 14.0 75 -36 6.7 +4.6
CCSO Carbon Collective Climate Solutions US Equity ETF 13.2 35 4 1.1 -1.1
FILL iShares MSCI Global Energy Producers ETF 12.6 39 0 5.4 +3.3
SDG iShares MSCI Global Sustainable Development Goals ETF 12.1 49 -10 4.8 +2.6
CLNR IQ Cleaner Transport ETF 10.3 45 -6 4.9 +2.8
AIPO Defiance AI & Power Infrastructure ETF 8.9 69 -30 1.0 -1.2
DTEC ALPS Disruptive Technologies ETF 8.5 50 -11 3.3 +1.1
CCNR ALPS CoreCommodity Natural Resources ETF 7.7 39 0 7.6 +5.5
EDEN iShares MSCI Denmark ETF 7.3 53 -14 5.5 +3.3
IBAT iShares Energy Storage & Materials ETF 7.1 47 -8 2.5 +0.3
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 6.9 45 -6 4.8 +2.6
KGRN KraneShares MSCI China Clean Technology Index ETF 6.9 79 -40 0.3 -1.8
NETZ TCW Transform Systems ETF 6.6 75 -36 2.1 -0.0
ITEQ BlueStar Israel Technology ETF 6.1 75 -36 1.3 -0.9
HYDR Global X Hydrogen ETF 6.0 50 -11 -7.9 -10.0
VOLT Tema Electrification ETF 5.6 75 -36 3.3 +1.1
GPT Intelligent Alpha Atlas ETF 5.6 69 -30 4.9 +2.8
FPX First Trust US Equity Opportunities ETF 5.4 61 -22 0.8 -1.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 5.4 20 19 2.6 +0.5
PSCT Invesco S&P SmallCap Information Technology ETF 5.3 29 10 4.1 +2.0
POW VistaShares Electrification Supercycle ETF 4.5 75 -36 3.0 +0.9
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 4.5 55 -16 6.1 +4.0
DARP Grizzle Growth ETF 4.4 75 -36 2.1 -0.1
IQM Franklin Intelligent Machines ETF 4.4 50 -11 1.5 -0.7
PRN Invesco Dorsey Wright Industrials Momentum ETF 4.3 60 -21 1.4 -0.7
ZAP Global X U.S. Electrification ETF 4.3 50 -11 3.8 +1.7
GGRW Gabelli Growth Innovators ETF 4.3 90 -51 1.8 -0.3
DRIV Global X Autonomous & Electric Vehicles ETF 4.3 68 -29 4.1 +2.0
GK AdvisorShares Gerber Kawasaki ETF 4.2 75 -36 2.0 -0.2
WBAT WisdomTree Battery Value Chain and Innovation Fund 3.8 45 -6 1.6 -0.5
MADE iShares U.S. Manufacturing ETF 3.8 40 -1 4.1 +1.9
FID First Trust S&P International Dividend Aristocrats ETF 3.6 60 -21 7.3 +5.2
FIDU Fidelity MSCI Industrial Index ETF 3.6 8 31 3.7 +1.6
LIVR Intelligent Livermore ETF 3.5 69 -30 3.0 +0.9
VIS Vanguard Industrials ETF 3.4 9 30 3.8 +1.6
XLI The Industrial Select Sector SPDR Fund 3.4 8 31 3.7 +1.5
ENZL iShares MSCI New Zealand ETF 3.3 50 -11 3.5 +1.4
FEUZ First Trust Eurozone AlphaDEX ETF 3.3 80 -41 6.5 +4.4
BATT Amplify Lithium & Battery Technology ETF 3.3 59 -20 1.7 -0.5
IVES Wedbush ETFMG Global Cloud Technology ETF 3.3 68 -29 4.8 +2.7
IPO Renaissance IPO ETF 3.3 60 -21 2.7 +0.6
AIS VistaShares Artificial Intelligence Supercycle ETF 3.2 75 -36 2.0 -0.1
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 3.2 59 -20 8.6 +6.5
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 3.2 45 -6 1.3 -0.8
HAP VanEck Natural Resources ETF 3.2 50 -11 7.9 +5.8
ETHO Etho Climate Leadership U.S. ETF 3.2 47 -8 4.7 +2.6
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 3.1 59 -20 4.3 +2.2
SPIT F/m Emerald Special Situations ETF 3.1 105 -66 -0.9 -3.1
NUKZ Range Nuclear Renaissance Index ETF 3.1 85 -46 1.0 -1.2
ISRA VanEck Israel ETF 3.0 59 -20 5.7 +3.6
FMTM MarketDesk Focused U.S. Momentum ETF 2.9 45 -6 3.3 +1.2
AFOS ARS Focused Opportunities Strategy ETF 2.8 45 -6 2.4 +0.2
WDIV SPDR S&P Global Dividend ETF 2.8 40 -1 8.4 +6.2
SNSR Global X Internet of Things ETF 2.8 68 -29 4.2 +2.0
TRFM AAM Transformers ETF 2.8 49 -10 1.0 -1.2
LOUP Innovator Deepwater Frontier Tech ETF 2.7 70 -31 0.6 -1.5
GRNY Fundstrat Granny Shots US Large Cap ETF 2.7 75 -36 2.3 +0.2
IWO iShares Russell 2000 Growth ETF 2.7 24 15 0.6 -1.5
FDWM Fidelity Women's Leadership ETF 2.6 59 -20 4.2 +2.0
JSML Janus Henderson Small Cap Growth Alpha ETF 2.6 30 9 7.0 +4.9
FEP First Trust Europe AlphaDEX Fund 2.5 80 -41 6.9 +4.8
NUSC Nuveen ESG Small-Cap ETF 2.5 31 8 4.5 +2.4
EWO iShares MSCI Austria ETF 2.5 50 -11 7.9 +5.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.5 60 -21 5.2 +3.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.5 65 -26 4.3 +2.2
XSD State Street SPDR S&P Semiconductor ETF 2.5 35 4 3.3 +1.2
HYP Golden Eagle Dynamic Hypergrowth ETF 2.5 85 -46 -1.1 -3.3
FGM First Trust Germany AlphaDEX Fund 2.5 80 -41 5.8 +3.7
RAYD Rayliant Quantitative Developed Market Equity ETF 2.4 80 -41 4.5 +2.3
FXN First Trust Energy AlphaDEX Fund 2.4 62 -23 13.6 +11.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.4 70 -31 1.7 -0.5
FIDI Fidelity International High Dividend ETF 2.4 18 21 7.4 +5.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.4 58 -19 3.9 +1.7
COLO Global X MSCI Colombia ETF 2.3 62 -23 16.9 +14.8
CAML Congress Large Cap Growth ETF 2.3 66 -27 2.5 +0.4
VBK Vanguard Small-Cap Growth ETF 2.3 7 32 1.5 -0.7
IYJ iShares U.S. Industrials ETF 2.2 40 -1 3.9 +1.8
FESM Fidelity Enhanced Small Cap ETF 2.2 28 11 2.8 +0.7
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.2 60 -21 6.9 +4.8
PHO Invesco Water Resources ETF 2.2 60 -21 4.3 +2.1
NVIR Horizon Kinetics Energy and Remediation ETF 2.2 85 -46 6.1 +3.9
EXI iShares Global Industrials ETF 2.2 42 -3 3.7 +1.6
EFAS Global X MSCI SuperDividend EAFE ETF 2.2 57 -18 7.7 +5.6
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 2.2 29 10 4.1 +2.0
FXU First Trust Utilities AlphaDEX Fund 2.2 64 -25 5.4 +3.3
MTUM iShares MSCI USA Momentum Factor ETF 2.1 15 24 2.6 +0.5
IDOG ALPS International Sector Dividend Dogs ETF 2.1 50 -11 10.6 +8.5
VTWG Vanguard Russell 2000 Growth ETF 2.1 10 29 0.8 -1.4
IWM iShares Russell 2000 ETF 2.1 19 20 3.2 +1.0
RSSL Global X Russell 2000 ETF 2.1 8 31 3.2 +1.0
LOGO Alpha Brands Consumption Leaders ETF 2.1 69 -30 2.5 +0.3
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.1 60 -21 4.6 +2.5
GVIP Goldman Sachs Hedge Industry VIP ETF 2.1 45 -6 2.6 +0.5
NULG Nuveen ESG Large-Cap Growth ETF 2.0 26 13 2.7 +0.6
NUDM Nuveen ESG International Developed Markets Equity ETF 2.0 31 8 5.8 +3.6
EWP iShares MSCI Spain ETF 2.0 50 -11 5.9 +3.8
FDLS Inspire Fidelis Multi Factor ETF 2.0 76 -37 4.1 +2.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.0 59 -20 5.4 +3.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.0 35 4 6.3 +4.2
EMIF iShares Emerging Markets Infrastructure ETF 2.0 60 -21 3.1 +1.0
DIV Global X SuperDividend US ETF 2.0 45 -6 10.8 +8.6
WUGI AXS Esoterica NextG Economy ETF 1.9 75 -36 2.3 +0.2
FCA First Trust China AlphaDEX Fund 1.9 80 -41 8.6 +6.4
VTWO Vanguard Russell 2000 ETF 1.8 7 32 3.3 +1.2
XT iShares Exponential Technologies ETF 1.8 46 -7 4.2 +2.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.8 39 0 2.7 +0.6
NIXT Research Affiliates Deletions ETF 1.8 9 30 7.4 +5.2
XSMO Invesco S&P SmallCap Momentum ETF 1.7 39 0 4.0 +1.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.7 95 -56 -0.5 -2.6
ABFL Abacus FCF Leaders ETF 1.7 59 -20 3.8 +1.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.7 10 29 8.6 +6.4
PSCI Invesco S&P SmallCap Industrials ETF 1.7 29 10 4.9 +2.7
AZTD Aztlan Global Stock Selection DM SMID ETF 1.7 75 -36 5.3 +3.2
EIS iShares MSCI Israel ETF 1.7 58 -19 6.1 +4.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.6 59 -20 1.6 -0.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 0 4.3 +2.2
XMHQ Invesco S&P MidCap Quality ETF 1.6 25 14 5.6 +3.5
FIW First Trust Water ETF 1.6 53 -14 4.4 +2.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.6 20 19 3.7 +1.5
QQQS Invesco NASDAQ Future Gen 200 ETF 1.6 20 19 -4.6 -6.8
SFYX SoFi Next 500 ETF 1.6 0 39 5.0 +2.9
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.6 30 9 15.7 +13.6
IYE iShares U.S. Energy ETF 1.6 40 -1 8.2 +6.1
BLES Inspire Global Hope ETF 1.6 61 -22 6.1 +4.0
PSC Principal U.S. Small-Cap ETF 1.6 38 1 5.9 +3.8
SPGP Invesco S&P 500 GARP ETF 1.6 34 5 5.6 +3.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.6 64 -25 0.9 -1.3
YNOT Horizon Digital Frontier ETF 1.6 75 -36 2.5 +0.3
FNX First Trust Mid Cap Core AlphaDEX Fund 1.6 60 -21 5.9 +3.8
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.6 40 -1 4.5 +2.4
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.5 39 0 -1.3 -3.4
VFMO Vanguard U.S. Momentum Factor ETF 1.5 13 26 2.5 +0.4
PTL Inspire 500 ETF 1.5 9 30 4.7 +2.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.5 52 -13 5.6 +3.4
IWN iShares Russell 2000 Value ETF 1.5 24 15 5.8 +3.6
FFLC Fidelity Fundamental Large Cap Core ETF 1.5 38 1 3.9 +1.7
RDVY First Trust Rising Dividend Achievers ETF 1.5 50 -11 5.2 +3.1
VTWV Vanguard Russell 2000 Value ETF 1.5 10 29 5.8 +3.7
WWJD Inspire International ETF 1.5 80 -41 6.4 +4.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.5 15 24 5.3 +3.1
IJT iShares S&P Small-Cap 600 Growth ETF 1.5 18 21 4.7 +2.5
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.4 58 -19 7.4 +5.2
ABLS Abacus FCF Small Cap Leaders ETF 1.4 59 -20 5.2 +3.0
JXI iShares Global Utilities ETF 1.4 43 -4 5.4 +3.2
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.4 15 24 4.7 +2.6
TMFX Motley Fool Next Index ETF 1.4 50 -11 2.7 +0.5
XJR iShares ESG Screened S&P Small-Cap ETF 1.4 12 27 6.7 +4.5
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.4 35 4 8.5 +6.3
QDF FlexShares Quality Dividend Index Fund 1.4 37 2 5.4 +3.3
IWFG IQ Winslow Focused Large Cap Growth ETF 1.3 65 -26 2.4 +0.3
SIXS ETC 6 Meridian Small Cap Equity ETF 1.3 89 -50 8.6 +6.5
TCAI Tortoise AI Infrastructure ETF 1.3 65 -26 2.0 -0.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.3 15 24 3.9 +1.7
UIVM VictoryShares International Value Momentum ETF 1.3 35 4 7.6 +5.5
NULC Nuveen ESG Large-Cap ETF 1.3 21 18 4.4 +2.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.3 60 -21 -0.9 -3.0
FPWR First Trust EIP Power Solutions ETF 1.3 96 -57 4.8 +2.7
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 14 6.8 +4.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 1.3 20 19 5.6 +3.5
STXM Strive Mid-Cap ETF 1.2 18 21 5.5 +3.3
FDMO Fidelity Momentum Factor ETF 1.2 15 24 3.0 +0.9
IJR iShares Core S&P Small Cap ETF 1.2 6 33 6.7 +4.6
GINN Goldman Sachs Innovate Equity ETF 1.2 52 -13 3.2 +1.1
FEM First Trust Emerging Markets AlphaDEX Fund 1.2 80 -41 10.3 +8.1
ECNS iShares MSCI China Small-Cap ETF 1.2 59 -20 9.0 +6.9
LRGC AB US Large Cap Strategic Equities ETF 1.2 48 -9 3.8 +1.7
FDM First Trust Dow Jones Select MicroCap Index Fund 1.2 60 -21 7.1 +5.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.2 49 -10 6.2 +4.0
FSST Fidelity Sustainable U.S. Equity ETF 1.2 59 -20 3.6 +1.5
VIOO Vanguard S&P Small-Cap 600 ETF 1.2 7 32 6.7 +4.6
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.2 3 36 6.7 +4.6
XOEF iShares S&P 500 ex S&P 100 ETF 1.2 20 19 4.8 +2.7
TAX Cambria Tax Aware ETF 1.2 49 -10 5.1 +2.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 35 5.1 +3.0
RGEF Rockefeller Global Equity ETF 1.1 55 -16 3.9 +1.8
VB Vanguard Small-Cap ETF 1.1 5 34 5.3 +3.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.1 30 9 5.8 +3.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.1 12 27 4.3 +2.2
ALTL Pacer Lunt Large Cap Alternator ETF 1.1 60 -21 4.2 +2.0
AIRR First Trust RBA American Industrial Renaissance ETF 1.1 70 -31 3.9 +1.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.1 10 29 7.8 +5.7
FIVA Fidelity International Value Factor ETF 1.1 18 21 8.1 +6.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 4 8.7 +6.6
OAIM OneAscent International Equity ETF 1.1 95 -56 4.6 +2.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.1 49 -10 3.9 +1.8
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.1 12 27 7.1 +5.0
PDP Invesco Dorsey Wright Momentum ETF 1.1 62 -23 1.5 -0.7
CRTC Xtrackers US National Critical Technologies ETF 1.1 35 4 4.1 +1.9
BIBL Inspire 100 ETF 1.0 35 4 4.4 +2.3
REAI Intelligent Real Estate ETF 1.0 59 -20 14.4 +12.3
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 22 4.8 +2.7
SIXL ETC 6 Meridian Low Beta Equity ETF 1.0 80 -41 5.8 +3.6
AVSC Avantis U.S Small Cap Equity ETF 1.0 25 14 4.6 +2.5
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.0 65 -26 9.8 +7.7
IJS iShares S&P Small-Cap 600 Value ETF 1.0 18 21 8.6 +6.5
AFMC First Trust Active Factor Mid Cap ETF 1.0 65 -26 7.0 +4.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.0 65 -26 1.7 -0.4
IPAV Global X Infrastructure Development ex-U.S. ETF 1.0 55 -16 5.9 +3.8
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -21 3.4 +1.2
RCGE RockCreek Global Equality ETF 1.0 95 -56 6.0 +3.9
DISV Dimensional International Small Cap Value ETF 1.0 42 -3 8.0 +5.9
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.0 61 -22 5.7 +3.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 35 5.1 +3.0
ISMD Inspire Small/Mid Cap ETF 1.0 54 -15 4.7 +2.5
USXF iShares ESG Advanced MSCI USA ETF 1.0 10 29 3.9 +1.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.9 60 -21 3.3 +1.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.9 17 22 5.2 +3.1
TPSC Timothy Plan US Small Cap Core ETF 0.9 52 -13 6.2 +4.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 4 6.8 +4.7
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.9 15 24 8.6 +6.5
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.9 15 24 4.9 +2.7
VAMO Cambria Value & Momentum ETF 0.9 61 -22 5.4 +3.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.9 6 33 2.5 +0.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.9 15 24 6.8 +4.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 24 7.0 +4.8
VXF Vanguard Extended Market ETF 0.9 5 34 3.9 +1.8
FNDC Schwab Fundamental International Small Co. Index ETF 0.9 39 0 5.3 +3.2
PGJ Invesco Golden Dragon China ETF 0.9 70 -31 12.4 +10.2
USMF WisdomTree U.S. Multifactor Fund 0.9 28 11 6.4 +4.3
SQLV Royce Quant Small-Cap Quality Value ETF 0.9 60 -21 8.4 +6.2
WOMN Impact Shares YWCA Women's Empowerment ETF 0.9 75 -36 4.8 +2.7
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 10 4.2 +2.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.9 18 21 5.0 +2.9
ROE Astoria US Quality Kings ETF 0.9 49 -10 5.6 +3.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.9 20 19 4.8 +2.6
AFSM First Trust Active Factor Small Cap ETF 0.9 75 -36 6.5 +4.4
QGRW WisdomTree U.S. Quality Growth Fund 0.9 28 11 3.3 +1.1
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.9 35 4 6.5 +4.3
EGUS iShares ESG Aware MSCI USA Growth ETF 0.9 18 21 2.9 +0.8
CHGX AXS Change Finance ESG ETF 0.9 49 -10 4.4 +2.3
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.9 12 27 5.2 +3.1
ESGD iShares ESG Aware MSCI EAFE ETF 0.9 20 19 5.7 +3.6
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.9 40 -1 4.2 +2.0
AVDS Avantis International Small Cap Equity ETF 0.8 30 9 6.0 +3.8
IEUS iShares MSCI Europe Small-Cap ETF 0.8 42 -3 6.6 +4.4
IMCG iShares Morningstar Mid-Cap Growth ETF 0.8 6 33 3.6 +1.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.8 10 29 3.6 +1.4
DFIS Dimensional International Small Cap ETF 0.8 39 0 6.2 +4.1
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.8 10 29 3.6 +1.5
ICPY Tweedy, Browne International Insider Value ETF 0.8 80 -41 10.1 +7.9
AVMC Avantis U.S. Mid Cap Equity ETF 0.8 18 21 5.9 +3.8
FEX First Trust Large Cap Core AlphaDEX Fund 0.8 59 -20 5.1 +2.9
BFOR ALPS Barron's 400 ETF 0.8 65 -26 4.9 +2.8
SGLC SGI U.S. Large Cap Core ETF 0.8 85 -46 3.2 +1.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.8 25 14 6.9 +4.8
DSMC Distillate Small/Mid Cash Flow ETF 0.8 55 -16 11.4 +9.2
SCHA Schwab U.S. Small-Cap ETF 0.8 4 35 4.9 +2.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 15 7.4 +5.2
DFAS Dimensional U.S. Small Cap ETF 0.8 26 13 5.8 +3.7
ARTY iShares Future AI & Tech ETF 0.8 47 -8 2.9 +0.8
TPIF Timothy Plan International ETF 0.8 62 -23 5.4 +3.3
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.8 80 -41 9.5 +7.4
ILCG iShares Morningstar Growth ETF 0.8 4 35 3.0 +0.9
AVSD Avantis Responsible International Equity ETF 0.8 23 16 4.7 +2.5
JGRO JPMorgan Active Growth ETF 0.7 44 -5 2.8 +0.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 27 3.6 +1.5
GVAL Cambria Global Value ETF 0.7 68 -29 9.4 +7.3
DFSI Dimensional International Sustainability Core 1 ETF 0.7 24 15 5.5 +3.3
FSGS First Trust SMID Growth Strength ETF 0.7 60 -21 4.3 +2.2
JMOM JPMorgan U.S. Momentum Factor ETF 0.7 12 27 3.8 +1.7
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 14 7.8 +5.6
SCHC Schwab International Small-Cap Equity ETF 0.7 11 28 6.8 +4.6
GVLU Gotham 1000 Value ETF 0.7 50 -11 8.2 +6.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 27 6.2 +4.0
OEI Optimized Equity Income ETF 0.7 75 -36 3.2 +1.1
JQUA JPMorgan U.S. Quality Factor ETF 0.7 12 27 5.0 +2.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.7 8 31 6.5 +4.4
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 19 6.4 +4.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.7 65 -26 7.1 +5.0
FFOG Franklin Focused Growth ETF 0.7 61 -22 1.9 -0.3
RNSC Furst Trust Small Cap US Equity Select ETF 0.7 60 -21 4.3 +2.2
SMLF iShares U.S. SmallCap Equity Factor ETF 0.7 15 24 5.2 +3.1
STXK Strive Small-Cap ETF 0.7 18 21 5.3 +3.2
ISCB iShares Morningstar Small-Cap ETF 0.7 4 35 5.1 +2.9
MGK Vanguard Mega Cap Growth ETF 0.7 7 32 3.3 +1.2
HLAL Wahed FTSE USA Shariah ETF 0.7 50 -11 3.9 +1.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 15 6.5 +4.4
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 -3 5.8 +3.6
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.7 42 -3 8.6 +6.5
OPTZ Optimize Strategy Index ETF 0.7 50 -11 4.2 +2.0
COPY Tweedy, Browne Insider + Value ETF 0.7 80 -41 10.3 +8.2
IWY iShares Russell Top 200 Growth ETF 0.7 20 19 3.2 +1.1
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 -3 5.4 +3.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.7 10 29 4.8 +2.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.7 58 -19 5.0 +2.9
FBCG Fidelity Blue Chip Growth ETF 0.7 59 -20 2.2 +0.1
EES WisdomTree U.S. SmallCap Fund 0.7 38 1 7.6 +5.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.7 20 19 4.5 +2.4
MDY SPDR S&P Midcap 400 ETF Trust 0.7 24 15 6.1 +3.9
IJH iShares Core S&P Mid-Cap ETF 0.6 5 34 6.3 +4.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 -3 4.7 +2.6
VFMF Vanguard U.S. Multifactor ETF 0.6 18 21 6.7 +4.6
VPU Vanguard Utilities ETF 0.6 9 30 5.1 +2.9
VIDI Vident International Equity Strategy ETF 0.6 61 -22 9.3 +7.2
SRVR Pacer Data & Infrastructure Real Estate ETF 0.6 55 -16 4.2 +2.1
VLUE iShares MSCI USA Value Factor ETF 0.6 15 24 7.9 +5.8
IUSG iShares Core S&P U.S. Growth ETF 0.6 4 35 3.3 +1.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 0.6 75 -36 2.2 +0.1
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.6 80 -41 8.5 +6.4
ICAP InfraCap Equity Income Fund ETF 0.6 171 -132 3.8 +1.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.6 49 -10 4.0 +1.8
SCZ iShares MSCI EAFE Small-Cap ETF 0.6 40 -1 6.2 +4.1
HAPI Harbor Human Capital Factor US Large Cap ETF 0.6 36 3 4.2 +2.1
FUTY Fidelity MSCI Utilities Index ETF 0.6 8 31 5.1 +2.9
UEVM VictoryShares Emerging Markets Value Momentum ETF 0.6 45 -6 9.5 +7.3
AVDV Avantis International Small Cap Value ETF 0.6 36 3 7.8 +5.6
IVOO Vanguard S&P Mid-Cap 400 ETF 0.6 7 32 6.3 +4.2
IVW iShares S&P 500 Growth ETF 0.6 18 21 3.1 +1.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.6 4 35 3.3 +1.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.6 3 36 6.3 +4.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 0 8.4 +6.3
VUG Vanguard Growth ETF 0.6 4 35 3.3 +1.1
NORW Global X MSCI Norway ETF 0.6 50 -11 9.6 +7.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -21 4.1 +1.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.6 12 27 3.4 +1.2
ENOR iShares MSCI Norway ETF 0.6 53 -14 9.4 +7.3
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.6 90 -51 4.5 +2.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.6 9 30 4.1 +2.0
FCPI Fidelity Stocks for Inflation ETF 0.6 15 24 6.9 +4.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.6 9 30 3.5 +1.4
AVUQ Avantis U.S. Quality ETF 0.6 15 24 3.5 +1.4
SCHM Schwab U.S. Mid-Cap ETF 0.6 4 35 6.0 +3.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.6 25 14 4.1 +2.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.6 15 24 6.3 +4.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.6 14 25 5.5 +3.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.6 45 -6 3.6 +1.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.6 9 30 5.4 +3.3
IWF iShares Russell 1000 Growth ETF 0.6 19 20 3.2 +1.0
VOOG Vanguard S&P 500 Growth ETF 0.6 7 32 3.3 +1.2
MCH Matthews China Active ETF 0.6 79 -40 12.6 +10.4
AVDE Avantis International Equity ETF 0.6 23 16 6.4 +4.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.6 52 -13 4.9 +2.8
QINT American Century Quality Diversified International ETF 0.6 39 0 6.2 +4.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 32 5.0 +2.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.6 60 -21 5.0 +2.8
BRIF FIS Bright Portfolios Focused Equity ETF 0.6 65 -26 3.9 +1.8
OBOR KraneShares MSCI One Belt One Road Index ETF 0.6 79 -40 7.2 +5.1
IEUR iShares Core MSCI Europe ETF 0.6 11 28 6.3 +4.2
WCEO Hypatia Women CEO ETF 0.6 85 -46 2.8 +0.7
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.6 72 -33 -1.3 -3.4
XMAG Defiance Large Cap ex-Mag 7 ETF 0.6 35 4 4.5 +2.4
TTAI FCF International Quality ETF 0.6 59 -20 6.5 +4.3
VONG Vanguard Russell 1000 Growth ETF 0.6 7 32 3.4 +1.3
CIL VictoryShares International Volatility Wtd ETF 0.6 45 -6 5.8 +3.6
FTRI First Trust Indxx Global Natural Resources Income ETF 0.5 70 -31 6.6 +4.5
EUSA iShares MSCI USA Equal Weighted ETF 0.5 9 30 5.5 +3.4
SIZE iShares MSCI USA Size Factor ETF 0.5 15 24 5.5 +3.3
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 2 5.3 +3.1
DIM WisdomTree International MidCap Dividend Fund 0.5 58 -19 6.5 +4.3
AVES Avantis Emerging Markets Value ETF 0.5 36 3 9.6 +7.4
FSMD Fidelity Small-Mid Multifactor ETF 0.5 15 24 6.1 +4.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.5 19 20 5.3 +3.2
PRXG Praxis Impact Large Cap Growth ETF 0.5 36 3 2.8 +0.7
USMV iShares MSCI USA Min Vol Factor ETF 0.5 15 24 5.0 +2.9
EFRA iShares Environmental Infrastructure and Industrials ETF 0.5 47 -8 4.8 +2.7
VGK Vanguard FTSE Europe ETF 0.5 6 33 6.4 +4.3
STXG Strive 1000 Growth ETF 0.5 18 21 3.1 +1.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.5 29 10 7.0 +4.9
KRMA Global X Conscious Companies ETF 0.5 43 -4 5.2 +3.0
AVUS Avantis U.S. Equity ETF 0.5 15 24 4.9 +2.8
DTH WisdomTree International High Dividend Fund 0.5 58 -19 7.5 +5.4
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.5 80 -41 7.4 +5.3
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 33 7.5 +5.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.5 35 4 3.1 +0.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.5 15 24 4.2 +2.0
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.5 49 -10 9.7 +7.6
SPEU SPDR Portfolio Europe ETF 0.5 7 32 6.3 +4.2
INTF iShares International Equity Factor ETF 0.5 15 24 6.6 +4.4
BUZZ VanEck Social Sentiment ETF 0.5 75 -36 -0.8 -2.9
TCHI iShares MSCI China Multisector Tech ETF 0.5 59 -20 14.9 +12.8
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.5 46 -7 5.9 +3.8
DFIC Dimensional International Core Equity 2 ETF 0.5 23 16 6.4 +4.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.5 45 -6 6.0 +3.9
IQSI IQ Candriam International Equity ETF 0.5 15 24 5.6 +3.5
DFNV Donoghue Forlines Innovation ETF 0.5 69 -30 3.7 +1.6
FLEE Franklin FTSE Europe ETF 0.5 9 30 6.3 +4.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.5 14 25 4.2 +2.1
SPXT ProShares S&P 500 Ex-Technology ETF 0.5 9 30 4.8 +2.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.5 24 15 6.4 +4.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.5 75 -36 3.3 +1.2
DFAI Dimensional International Core Equity Market ETF 0.5 18 21 6.1 +3.9
DXUV Dimensional US Vector Equity ETF 0.5 28 11 5.2 +3.1
BGRO iShares Large Cap Growth Active ETF 0.5 55 -16 2.0 -0.2
BBEU JPMorgan BetaBuilders Europe ETF 0.5 9 30 6.2 +4.1
EZM WisdomTree U.S. MidCap Fund 0.4 38 1 7.6 +5.4
IEV iShares Europe ETF 0.4 67 -28 5.8 +3.6
DTAN Sparkline International Intangible Value ETF 0.4 55 -16 7.3 +5.2
DXIV Dimensional International Vector Equity ETF 0.4 34 5 6.7 +4.5
GWX SPDR S&P International Small Cap ETF 0.4 40 -1 5.9 +3.8
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 14 6.7 +4.6
DSPY Tema S&P 500 Historical Weight ETF 0.4 18 21 4.4 +2.3
FNK First Trust Mid Cap Value AlphaDEX Fund 0.4 70 -31 9.3 +7.2
ESGU iShares ESG Aware MSCI USA ETF 0.4 15 24 4.1 +2.0
DIVI Franklin International Core Dividend Tilt Index ETF 0.4 9 30 6.9 +4.8
SPXN ProShares S&P 500 Ex-Financials ETF 0.4 9 30 4.1 +2.0
PPIE Putnam PanAgora ESG International Equity ETF 0.4 49 -10 6.9 +4.8
SFY SoFi Select 500 ETF 0.4 0 39 3.8 +1.7
OALC OneAscent Large Cap Core ETF 0.4 86 -47 3.4 +1.2
EZU iShares MSCI Eurozone ETF 0.4 52 -13 5.7 +3.5
AVMV Avantis U.S. Mid Cap Value ETF 0.4 20 19 7.6 +5.4
CATH Global X S&P 500 Catholic Values Custom ETF 0.4 29 10 4.0 +1.8
AIEQ AI Powered Equity ETF 0.4 75 -36 4.0 +1.9
EFG iShares MSCI EAFE Growth ETF 0.4 36 3 3.6 +1.5
DFUS Dimensional U.S. Equity ETF 0.4 9 30 4.1 +2.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.4 20 19 5.8 +3.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.4 3 36 4.2 +2.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.4 9 30 4.9 +2.7
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.4 29 10 8.1 +6.0
IEFA iShares Core MSCI EAFE ETF 0.4 7 32 6.1 +4.0
TOPC iShares S&P 500 3% Capped ETF 0.4 15 24 4.4 +2.3
FTEC Fidelity MSCI Information Technology Index ETF 0.4 8 31 3.2 +1.1
VTI Vanguard Total Stock Market ETF 0.4 3 36 4.2 +2.0
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 35 5.5 +3.4
IWV iShares Russell 3000 ETF 0.4 20 19 4.0 +1.9
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 27 5.0 +2.9
VGT Vanguard Information Technology ETF 0.4 9 30 3.2 +1.1
VTHR Vanguard Russell 3000 ETF 0.4 7 32 4.2 +2.0
DON WisdomTree U.S. MidCap Dividend Fund 0.4 38 1 8.2 +6.0
KOKU Xtrackers MSCI Kokusai Equity ETF 0.4 9 30 4.5 +2.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.4 30 9 6.6 +4.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.4 11 28 4.2 +2.1
ISCF iShares International SmallCap Equity Factor ETF 0.4 23 16 7.4 +5.2
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.4 20 19 5.4 +3.3
MJSC MUFG Japan Small Cap Active ETF 0.4 85 -46 5.1 +3.0
IDEV iShares Core MSCI International Developed Markets ETF 0.4 4 35 6.1 +3.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.4 2 37 4.3 +2.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.4 32 7 4.3 +2.2
SPXV ProShares S&P 500 Ex-Health Care ETF 0.4 9 30 4.0 +1.9
TOK iShares MSCI Kokusai ETF 0.4 26 13 4.3 +2.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.4 3 36 6.0 +3.9
SSPY Syntax Stratified LargeCap ETF 0.4 30 9 5.9 +3.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.4 25 14 4.7 +2.6
VOTE TCW Transform 500 ETF 0.4 5 34 4.2 +2.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.4 39 0 5.8 +3.7
EBI Longview Advantage ETF 0.4 35 4 5.7 +3.6
ILCB iShares Morningstar U.S. Equity ETF 0.4 3 36 4.1 +2.0
TOV JLens 500 Jewish Advocacy U.S. ETF 0.4 18 21 4.0 +1.8
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -20 9.1 +6.9
VEA Vanguard FTSE Developed Markets ETF 0.4 3 36 6.1 +4.0
URTH iShares MSCI World ETF 0.4 24 15 4.4 +2.2
SPXE ProShares S&P 500 Ex-Energy ETF 0.4 9 30 4.1 +2.0
CHRI Global X S&P 500 Christian Values ETF 0.4 29 10 3.9 +1.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.4 17 22 4.7 +2.6
XVV iShares ESG Screened S&P 500 ETF 0.4 8 31 4.1 +2.0
DFSV Dimensional US Small Cap Value ETF 0.4 31 8 9.2 +7.1
EFA iShares MSCI EAFE ETF 0.4 35 4 5.8 +3.6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.4 3 36 4.4 +2.2
CFA VictoryShares US 500 Volatility Wtd ETF 0.4 35 4 5.3 +3.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.4 40 -1 5.2 +3.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.4 30 9 3.8 +1.7
BKLC BNY Mellon US Large Cap Core Equity ETF 0.4 0 39 4.2 +2.1
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.4 36 3 5.8 +3.7
VT Vanguard Total World Stock ETF 0.3 6 33 5.1 +3.0
MGC Vanguard Mega Cap ETF 0.3 7 32 3.9 +1.8
AVIV Avantis International Large Cap Value ETF 0.3 25 14 7.5 +5.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.3 20 19 4.0 +1.8
IYY iShares Dow Jones U.S. ETF 0.3 20 19 4.1 +1.9
DCOR Dimensional US Core Equity 1 ETF 0.3 14 25 4.6 +2.5
SUSA iShares MSCI USA ESG Select ETF 0.3 25 14 3.9 +1.8
IWL iShares Russell Top 200 ETF 0.3 15 24 3.8 +1.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -8 8.2 +6.1
VOO Vanguard S&P 500 ETF 0.3 3 36 4.2 +2.1
IVV iShares Core S&P 500 ETF 0.3 3 36 4.2 +2.1
SPY SPDR S&P 500 ETF 0.3 9 30 4.2 +2.0
SPYM State Street SPDR Portfolio S&P 500 ETF 0.3 2 37 4.3 +2.1
STRV Strive 500 ETF 0.3 5 34 4.1 +2.0
ACWI iShares MSCI ACWI ETF 0.3 32 7 4.7 +2.6
VOT Vanguard Mid-Cap Growth ETF 0.3 7 32 3.0 +0.8
DFAU Dimensional US Core Equity Market ETF 0.3 12 27 4.3 +2.2
HFXI IQ FTSE International Equity Currency Neutral ETF 0.3 20 19 6.0 +3.8
SFTY Horizon Managed Risk ETF 0.3 77 -38 3.5 +1.3
STOX Horizon Core Equity ETF 0.3 70 -31 3.5 +1.4
DFSU Dimensional US Sustainability Core 1 ETF 0.3 18 21 4.5 +2.4
RVRB Reverb ETF 0.3 30 9 3.9 +1.8
VONE Vanguard Russell 1000 ETF 0.3 7 32 4.2 +2.1
IWB iShares Russell 1000 ETF 0.3 15 24 4.1 +2.0
GXC SPDR S & P China ETF 0.3 59 -20 14.5 +12.3
EFV iShares MSCI EAFE Value ETF 0.3 34 5 7.8 +5.7
VV Vanguard Large-Cap ETF 0.3 4 35 4.1 +2.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.3 7 32 4.2 +2.0
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 24 6.6 +4.5
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 19 5.8 +3.7
GXLC Global X U.S. 500 ETF 0.3 2 37 4.1 +2.0
SCHF Schwab International Equity ETF 0.3 6 33 6.2 +4.1
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 32 6.7 +4.6
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 21 7.6 +5.5
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.3 12 27 6.5 +4.3
EIPX FT Energy Income Partners Strategy ETF 0.3 95 -56 7.4 +5.3
RAUS RACWI US ETF 0.3 15 24 4.2 +2.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.3 9 30 4.6 +2.4
JHMD John Hancock Multifactor Developed International ETF 0.3 39 0 6.5 +4.4
VXUS Vanguard Total International Stock ETF 0.3 5 34 6.8 +4.7
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.3 15 24 7.6 +5.5
DOL WisdomTree International LargeCap Dividend Fund 0.3 48 -9 6.1 +4.0
DWM WisdomTree International Equity Fund 0.3 48 -9 6.4 +4.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.3 40 -1 6.4 +4.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 0 6.8 +4.7
LVHI Franklin International Low Volatility High Dividend Index ET 0.3 40 -1 9.2 +7.1
DFUV Dimensional US Marketwide Value ETF 0.3 22 17 6.4 +4.3
IWS iShares Russell Mid-Cap Value ETF 0.3 23 16 6.3 +4.2
BKIE BNY Mellon International Equity ETF 0.3 4 35 6.0 +3.9
AVSU Avantis Responsible U.S. Equity ETF 0.3 15 24 5.0 +2.9
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.3 32 7 11.2 +9.1
VBR Vanguard Small Cap Value ETF 0.3 7 32 7.9 +5.8
VSGX Vanguard ESG International Stock ETF 0.3 10 29 6.7 +4.6
DEUS Xtrackers Russell US Multifactor ETF 0.3 17 22 6.0 +3.9
ACVF American Conservative Values ETF 0.3 75 -36 3.6 +1.5
JHML John Hancock Multifactor Large Cap ETF 0.3 29 10 4.6 +2.5
ACWX iShares MSCI ACWI ex U.S. ETF 0.3 34 5 6.5 +4.4
ITAN Sparkline Intangible Value ETF 0.3 50 -11 5.5 +3.4
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 9 6.5 +4.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.3 41 -2 6.4 +4.3
DEW WisdomTree Global High Dividend Fund 0.3 58 -19 7.6 +5.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.2 20 19 4.8 +2.6
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 11 8.8 +6.7
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 4 35 6.9 +4.7
IWR iShares Russell Midcap ETF 0.2 19 20 5.4 +3.3
FLCH Franklin FTSE China ETF 0.2 19 20 14.2 +12.1
VYMI Vanguard International High Dividend Yield ETF 0.2 17 22 8.3 +6.1
APUE ActivePassive U.S. Equity ETF 0.2 45 -6 3.9 +1.8
EPS WisdomTree U.S. LargeCap Fund 0.2 8 31 4.9 +2.8
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 21 6.5 +4.4
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.2 35 4 11.9 +9.7
IGM iShares Expanded Tech Sector ETF 0.2 41 -2 2.9 +0.8
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 9 8.7 +6.6
FMDE Fidelity Enhanced Mid Cap ETF 0.2 23 16 5.2 +3.0
AVEM Avantis Emerging Markets Equity ETF 0.2 33 6 7.3 +5.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 10 5.6 +3.5
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 19 5.9 +3.8
DFE WisdomTree Europe SmallCap Dividend Fund 0.2 58 -19 7.2 +5.1
DFLV Dimensional US Large Cap Value ETF 0.2 22 17 6.5 +4.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.2 15 24 4.9 +2.8
XLK The Technology Select Sector SPDR Fund 0.2 8 31 3.5 +1.4
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 14 6.4 +4.3
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.2 19 20 5.2 +3.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 -6 7.5 +5.4
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 -31 6.9 +4.7
EPP iShares MSCI Pacific ex-Japan ETF 0.2 47 -8 5.0 +2.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 18 3.1 +0.9
THRO iShares U.S. Thematic Rotation Active ETF 0.2 90 -51 3.0 +0.9
DFIV Dimensional International Value ETF 0.2 27 12 8.1 +6.0
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 35 5.9 +3.8
LRGF iShares U.S. Equity Factor ETF 0.2 8 31 4.7 +2.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 0 8.2 +6.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 14 8.2 +6.1
MCHI iShares MSCI China ETF 0.2 59 -20 15.4 +13.3
QLC FlexShares US Quality Large Cap Index Fund 0.2 25 14 4.5 +2.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 38 1 7.6 +5.4
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.2 22 17 5.6 +3.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.2 10 29 5.0 +2.9
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 -3 5.5 +3.4
VALQ American Century U.S. Quality Value ETF 0.2 29 10 6.7 +4.6
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 27 6.9 +4.7
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -20 7.6 +5.4
DFEV Dimensional Emerging Markets Value ETF 0.2 43 -4 10.5 +8.4
IDU iShares U.S. Utilities ETF 0.2 40 -1 4.5 +2.4
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.2 35 4 5.8 +3.6
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.2 30 9 6.0 +3.9
GLOF iShares Global Equity Factor ETF 0.2 20 19 5.9 +3.8
DAK Dakota Active Equity ETF 0.2 43 -4 3.7 +1.6
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 14 6.2 +4.1
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 30 4.1 +1.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -41 6.8 +4.7
TTAC FCF US Quality ETF 0.2 59 -20 5.0 +2.8
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -26 7.1 +5.0
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 9 5.1 +3.0
HDUS Hartford Disciplined US Equity ETF 0.2 19 20 4.9 +2.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 20 4.8 +2.7
GMF SPDR S&P Emerging Asia Pacific ETF 0.2 49 -10 8.4 +6.3
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 16 2.6 +0.5
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 49 -10 13.7 +11.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.1 18 21 7.0 +4.9
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -50 4.2 +2.1
VEGN US Vegan Climate ETF 0.1 60 -21 3.8 +1.7
GEW Cambria Global EW ETF 0.1 29 10 5.3 +3.2
VO Vanguard Mid-Cap ETF 0.1 4 35 5.3 +3.2
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 -32 -1.3 -3.4
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 0.1 9 30 8.3 +6.2
FENI Fidelity Enhanced International ETF 0.1 28 11 5.6 +3.5
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -28 8.7 +6.6
SCHB Schwab U.S. Broad Market ETF 0.1 3 36 4.3 +2.1
IXN iShares Global Tech ETF 0.1 41 -2 2.8 +0.7
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 19 5.3 +3.2
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 11 5.3 +3.2
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 26 5.3 +3.2
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 11 5.6 +3.5
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 27 5.7 +3.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.1 20 19 5.4 +3.3
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 5 5.1 +2.9
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 4 7.5 +5.3
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 -19 8.6 +6.5
DSI iShares MSCI KLD 400 Social ETF 0.1 25 14 4.1 +1.9
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 14 3.3 +1.2
FELV Fidelity Enhanced Large Cap Value ETF 0.1 18 21 5.9 +3.8
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 14 8.6 +6.5
SCHK Schwab 1000 Index ETF 0.1 5 34 4.3 +2.1
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 32 9.3 +7.2
IDHQ Invesco S&P International Developed High Quality ETF 0.1 29 10 5.3 +3.2
QGRO American Century U.S. Quality Growth ETF 0.1 29 10 3.0 +0.9
ZSB USCF Sustainable Battery Metals Strategy Fund 0.1 61 -22 4.3 +2.2
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 9 4.7 +2.6
VWO Vanguard FTSE Emerging Markets ETF 0.1 7 32 9.1 +7.0
BKF iShares MSCI BIC ETF 0.1 69 -30 11.8 +9.7
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 -2 7.1 +5.0
DFVX Dimensional US Large Cap Vector ETF 0.1 22 17 5.3 +3.1
GSPY Gotham Enhanced 500 ETF 0.1 50 -11 4.4 +2.3
SMMD iShares Russell 2500 ETF 0.1 15 24 5.8 +3.7
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -26 3.4 +1.3
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 3 8.0 +5.9
AVSE Avantis Responsible Emerging Markets Equity ETF 0.1 33 6 7.0 +4.9
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 29 4.9 +2.8
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 -19 7.2 +5.1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 -6 8.5 +6.3
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 6 8.2 +6.0
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.1 25 14 5.9 +3.8
SCHX Schwab U.S. Large-Cap ETF 0.1 3 36 4.2 +2.1
IWD iShares Russell 1000 Value ETF 0.1 19 20 5.6 +3.5
VONV Vanguard Russell 1000 Value ETF 0.1 7 32 5.7 +3.6
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 21 5.6 +3.5
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 19 9.1 +7.0
EEMA iShares MSCI Emerging Markets Asia ETF 0.1 49 -10 7.9 +5.8
SCHE Schwab Emerging Markets Equity ETF 0.1 11 28 9.5 +7.4
VPL Vanguard FTSE Pacific ETF 0.1 7 32 5.8 +3.6
DIHP Dimensional International High Profitability ETF 0.1 29 10 5.8 +3.7
IPAC iShares Core MSCI Pacific ETF 0.1 9 30 5.7 +3.6
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 20 7.4 +5.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 29 4.1 +2.0
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 29 4.1 +2.0
EWC iShares MSCI Canada ETF 0.1 50 -11 5.2 +3.1
IGF iShares Global Infrastructure ETF 0.1 41 -2 4.5 +2.3
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 30 8.5 +6.4
GII SPDR S&P Global Infrastructure ETF 0.1 40 -1 4.5 +2.3
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.1 15 24 8.5 +6.4
IGRO iShares International Dividend Growth ETF 0.1 15 24 6.3 +4.1
DEM WisdomTree Emerging Markets High Dividend Fund 0.1 63 -24 12.0 +9.9
AFLG First Trust Active Factor Large Cap ETF 0.1 55 -16 5.4 +3.3
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 70 -31 7.2 +5.1
STXV Strive 1000 Value ETF 0.1 18 21 7.2 +5.0
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 0 5.9 +3.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 19 4.3 +2.2
FELC Fidelity Enhanced Large Cap Core ETF 0.1 18 21 4.5 +2.3
JHEM John Hancock Multifactor Emerging Markets ETF 0.1 49 -10 8.3 +6.2
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 28 8.0 +5.9
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 9 5.3 +3.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 14 6.3 +4.2
EEM iShares MSCI Emerging Markets ETF 0.1 69 -30 8.1 +6.0
ROUS Hartford Multifactor US Equity ETF 0.1 19 20 6.1 +3.9
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 6 6.9 +4.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -27 7.7 +5.6
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.0 53 -14 6.1 +4.0
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 -3 3.9 +1.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 28 4.4 +2.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 9 8.1 +6.0
VOOV Vanguard S&P 500 Value ETF 0.0 7 32 5.5 +3.4
EEMO Invesco S&P Emerging Markets Momentum ETF 0.0 29 10 7.0 +4.8
EMLP First Trust North American Energy Infrastructure Fund 0.0 95 -56 5.7 +3.6
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 21 3.7 +1.6
PBUS Invesco MSCI USA ETF 0.0 4 35 4.2 +2.1
MODL VictoryShares WestEnd U.S. Sector ETF 0.0 42 -3 3.9 +1.8
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 7 7.0 +4.9
EMXF iShares ESG Advanced MSCI EM ETF 0.0 16 23 7.2 +5.0
IUS Invesco RAFI Strategic US ETF 0.0 19 20 6.0 +3.8
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.0 20 19 7.2 +5.1
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 9 7.6 +5.4
VFMV Vanguard U.S. Minimum Volatility ETF 0.0 13 26 5.3 +3.1
REVS Columbia Research Enhanced Value ETF 0.0 19 20 6.9 +4.8
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.0 50 -11 9.4 +7.2
RWL Invesco S&P 500 Revenue ETF 0.0 39 0 5.9 +3.8
FNDX Schwab Fundamental US Large Co. Index ETF 0.0 25 14 6.4 +4.2
SCJ iShares MSCI Japan Small-Cap ETF 0.0 50 -11 5.9 +3.8
VFVA Vanguard U.S. Value Factor ETF 0.0 13 26 9.3 +7.2
RECS Columbia Research Enhanced Core ETF 0.0 15 24 5.0 +2.9
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.0 15 24 6.6 +4.5
IUSV iShares Core S&P US Value ETF 0.0 4 35 5.7 +3.5
DIVB iShares Core Dividend ETF 0.0 5 34 7.3 +5.2
VYM Vanguard High Dividend Yield Index ETF 0.0 6 33 6.3 +4.2
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 -10 4.7 +2.6
TRUT VanEck Technology TruSector ETF 0.0 13 26 3.7 +1.5

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

  2020 2021 2022 2023 2024 2025E 2026E
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
  2024 2025E 2026E
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:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 3.8 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 39 bp
Equals: ALTAR Score 2.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.71 CATEGORY
AVERAGE		 1.58
 
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.