Fidelity MSCI Utilities Index ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
The Fidelity MSCI Utilities Index ETF is an exchange-traded fund incorporated in the USA. The ETF seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Utilities Index. |
Category | US Equities |
Fund Sponsor | FMR LLC |
Website | www.fidelity.com |
Inception date | Oct 21, 2013 |
Assets (mns) | $2,082 |
Currency | USD |
Expense ratio | 8 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | State Street Bank & Trust Co |
Weighting | Market Cap |
Index replication | Full |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 67 |
Wgt avg mkt cap (mns) | $47,385 |
Large cap (>$10bn) | 88.7% |
Mid cap ($2-10bn) | 10.5% |
Small cap (<$2bn) | 0.6% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
NEXTERA ENERGY GROUP | 14.0 % |
SOUTHERN CO | 6.9 % |
DUKE ENERGY CORP | 6.7 % |
AMERICAN ELECTRIC POWER | 4.2 % |
SEMPRA ENERGY | 4.2 % |
DOMINION RESOURCES INC/VA | 4.2 % |
EXELON CORP | 3.7 % |
XCEL ENERGY INC | 3.3 % |
CONSOLIDATED EDISON INC | 3.1 % |
WEC ENERGY GROUP INC | 2.7 % | Total | 53.1 % |
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UNITED STATES | 99.6 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-7.2% | -1.0% | 9.0% | -- | 9.1% |
versus... | Beta | R-squared |
S&P500 | 0.58 | 43% |
MSCI EAFE | 0.51 | 32% |
MSCI Emg. Mkts. | 0.40 | 23% |
Recent close | $42.70 |
30d moving avg. | $42.93 |
Annualized volatility | 18.5% |
Short interest (ETF) | 0.0% |
Short interest (Underlying) | 1.4% |
Relative strength (RSI) | 45 |
Avg. volume (thou.) | 333 |
Turnover | 0.7% |
Bid/Ask (% of price) | 0.04% |
ADV underlying (mns) | $3,583 |
FINDING ALTERNATIVE FUNDS
Below is a list of 570 potential alternatives to the Fidelity MSCI Utilities Index ETF ETF based on the alternatives' overlap in portfolio holdings with FUTY. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | FUTY | Expense: | 8 bp | ALTAR Score™: | 6.2% |
Ticker | Fund Name |
Overlap1 vs FUTY (%) |
Expense ratio (bp) |
Savings vs FUTY (bp) |
ALTAR Score™ (%) |
ALTAR vs FUTY (%) |
VPU | Vanguard Utilities Index Fund | 99.0 | 10 | -2 | 6.1 | -0.1 |
IDU | iShares U.S. Utilities ETF | 89.8 | 39 | -31 | 5.8 | -0.5 |
XLU | Utilities Select Sector SPDR Fund | 88.4 | 10 | -2 | 6.2 | +0.0 |
RYU | Invesco S&P 500 Equal Weight Utilities ETF | 67.8 | 40 | -32 | 7.0 | +0.8 |
JXI | iShares Global Utilities ETF | 65.0 | 40 | -32 | 6.4 | +0.2 |
PUI | Invesco DWA Utilities Momentum ETF | 56.7 | 60 | -52 | 5.7 | -0.5 |
FXU | First Trust Utilities AlphaDEX Fund | 48.8 | 64 | -56 | 7.4 | +1.2 |
UTES | Virtus Reaves Utilities ETF | 45.3 | 49 | -41 | 5.6 | -0.6 |
ECLN | First Trust EIP Carbon Impact ETF | 38.3 | 95 | -87 | 4.6 | -1.6 |
IFRA | iShares U.S. Infrastructure ETF | 30.5 | 30 | -22 | 7.1 | +0.9 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 29.7 | 65 | -57 | 6.1 | -0.1 |
IGF | iShares Global Infrastructure ETF | 29.3 | 40 | -32 | 4.8 | -1.4 |
GII | SPDR S&P Global Infrastructure ETF | 29.2 | 40 | -32 | 4.8 | -1.4 |
EMLP | First Trust North American Energy Infrastructure Fund | 26.5 | 95 | -87 | 5.9 | -0.3 |
DVY | iShares Select Dividend ETF | 26.2 | 39 | -31 | 9.7 | +3.5 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 25.3 | 27 | -19 | 8.4 | +2.2 |
CDL | VictoryShares US Large Cap High Dividend Volatility Wtd Idx | 24.3 | 35 | -27 | 10.1 | +3.9 |
CDC | VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF | 24.2 | 35 | -27 | 10.1 | +3.9 |
TPHE | Timothy Plan High Dividend Stock Enhanced ETF | 23.3 | 52 | -44 | 7.3 | +1.1 |
TPHD | Timothy Plan High Dividend Stock ETF | 23.3 | 52 | -44 | 7.7 | +1.5 |
ORFN | Constrained Capital ESG Orphans ETF | 23.3 | 75 | -67 | 6.6 | +0.4 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 23.2 | 25 | -17 | 6.9 | +0.7 |
SPLV | Invesco S&P 500 Low Volatility ETF | 23.2 | 25 | -17 | 6.8 | +0.6 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 20.2 | 47 | -39 | 5.6 | -0.6 |
RNWZ | TrueShares Eagle Global Renewable Energy Income ETF | 18.5 | 75 | -67 | 5.9 | -0.3 |
FVD | First Trust Value Line Dividend Index Fund | 17.6 | 67 | -59 | 6.9 | +0.7 |
GLIF | AGFiQ Global Infrastructure ETF | 16.6 | 45 | -37 | 6.2 | +0.0 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 15.9 | 75 | -67 | 3.6 | -2.6 |
KVLE | KFA Value Liner Dynamic Core Equity Index ETF | 15.7 | 55 | -47 | 7.3 | +1.1 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 15.2 | 30 | -22 | 9.5 | +3.3 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 14.5 | 39 | -31 | 10.1 | +3.9 |
GCLN | Goldman Sachs Bloomberg Clean Energy Equity ETF | 14.1 | 45 | -37 | 4.8 | -1.4 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 14.1 | 82 | -74 | 6.7 | +0.5 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 14.1 | 47 | -39 | 6.3 | +0.1 |
VOE | Vanguard Mid-Cap Value Index Fund | 13.3 | 7 | 1 | 9.2 | +3.0 |
DHS | WisdomTree U.S. High Dividend Fund | 13.2 | 38 | -30 | 10.3 | +4.1 |
DURA | VanEck Morningstar Durable Dividend ETF | 13.2 | 29 | -21 | 9.2 | +3.0 |
VCLN | Virtus Duff & Phelps Clean Energy ETF | 13.0 | 59 | -51 | 4.0 | -2.2 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 12.6 | 70 | -62 | 6.3 | +0.1 |
FLDZ | RiverNorth Volition America Patriot ETF | 12.6 | 70 | -62 | 7.3 | +1.1 |
CZA | Invesco Zacks Mid-Cap ETF | 12.3 | 69 | -61 | 7.8 | +1.6 |
SPYD | SPDR S&P 500 High Dividend ETF | 12.3 | 7 | 1 | 11.3 | +5.1 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 12.1 | 6 | 2 | 9.5 | +3.3 |
MAGA | Point Bridge GOP Stock Tracker ETF | 12.0 | 72 | -64 | 7.1 | +0.9 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 11.3 | 59 | -51 | 10.2 | +4.0 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 11.0 | 18 | -10 | 9.1 | +2.9 |
PEY | Invesco High Yield Equity Dividend Achievers ETF | 10.8 | 53 | -45 | 9.2 | +3.0 |
DKRB | Subversive Decarbonization ETF | 10.1 | 75 | -67 | 5.1 | -1.1 |
TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 10.1 | 52 | -44 | 6.6 | +0.4 |
TPLC | Timothy Plan US Large Cap Core ETF | 10.1 | 52 | -44 | 7.2 | +1.0 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 10.1 | 24 | -16 | 9.6 | +3.4 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 10.0 | 12 | -4 | 6.2 | 0.0 |
CNRG | SPDR S&P Kensho Clean Power ETF | 10.0 | 45 | -37 | 2.9 | -3.3 |
SDY | SPDR S&P Dividend ETF | 9.6 | 35 | -27 | 7.4 | +1.2 |
FBCV | Fidelity Blue Chip Value ETF | 9.4 | 59 | -51 | 7.8 | +1.6 |
DON | WisdomTree U.S. MidCap Dividend Fund | 9.4 | 38 | -30 | 10.3 | +4.1 |
SDOG | ALPS Sector Dividend Dogs ETF | 9.3 | 40 | -32 | 11.4 | +5.2 |
DIVZ | TrueShares Low Volatility Equity Income ETF | 9.0 | 65 | -57 | 10.3 | +4.1 |
IWS | iShares Russell Mid-Cap Value ETF | 8.9 | 23 | -15 | 7.9 | +1.7 |
SMOG | VanEck Low Carbon Energy ETF | 8.8 | 55 | -47 | 3.4 | -2.8 |
HDV | iShares Core High Dividend ETF | 8.8 | 8 | 0 | 10.3 | +4.1 |
FDL | First Trust Morningstar Dividend Leaders Index Fund | 8.0 | 45 | -37 | 10.8 | +4.6 |
USMV | iShares Edge MSCI Min Vol USA ETF | 8.0 | 15 | -7 | 6.8 | +0.6 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 7.9 | 20 | -12 | 7.2 | +1.0 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 7.9 | 49 | -41 | 5.5 | -0.7 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 7.9 | 18 | -10 | 6.6 | +0.4 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 7.8 | 10 | -2 | 6.6 | +0.4 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 7.7 | 20 | -12 | 11.0 | +4.8 |
VRAI | Virtus Real Asset Income ETF | 7.7 | 55 | -47 | 8.4 | +2.2 |
VYM | Vanguard High Dividend Yield Index ETF | 7.3 | 6 | 2 | 8.8 | +2.6 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 7.1 | 59 | -51 | 8.3 | +2.1 |
NLR | VanEck Uranium+Nuclear Energy ETF | 7.1 | 60 | -52 | 6.1 | -0.1 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 7.1 | 69 | -61 | 11.9 | +5.7 |
CFA | VictoryShares US 500 Volatility Weighted Index ETF | 7.0 | 35 | -27 | 7.7 | +1.5 |
CFO | VictoryShares US 500 Enhanced Volatility Weighted Index ETF | 7.0 | 35 | -27 | 7.7 | +1.5 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 7.0 | 80 | -72 | 7.1 | +0.9 |
IMCB | iShares Morningstar Mid-Cap ETF | 7.0 | 4 | 4 | 7.4 | +1.2 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 6.9 | 4 | 4 | 7.4 | +1.2 |
DGRO | iShares Core Dividend Growth ETF | 6.9 | 8 | 0 | 8.0 | +1.8 |
VO | Vanguard Mid-Cap Index Fund | 6.8 | 4 | 4 | 7.3 | +1.1 |
SELV | SEI Enhanced Low Volatility U.S. Large Cap ETF | 6.7 | 15 | -7 | 8.2 | +2.0 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 6.6 | 20 | -12 | 8.7 | +2.5 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 6.6 | 20 | -12 | 8.8 | +2.6 |
QLV | FlexShares US Quality Low Volatility Index Fund | 6.4 | 22 | -14 | 6.7 | +0.5 |
STXV | Strive 1000 Value ETF | 6.4 | 18 | -10 | 9.3 | +3.1 |
SSPY | Syntax Stratified LargeCap ETF | 6.4 | 30 | -22 | 7.7 | +1.5 |
RSP | Invesco S&P 500 Equal Weight ETF | 6.2 | 20 | -12 | 7.4 | +1.2 |
VNMC | Natixis Vaughan Nelson Mid Cap ETF | 6.1 | 85 | -77 | 7.8 | +1.6 |
JEPI | JPMorgan Equity Premium Income ETF | 6.1 | 35 | -27 | 6.4 | +0.2 |
YPS | Arrow Reverse Cap 500 ETF | 6.0 | 29 | -21 | 7.1 | +0.9 |
DIP | BTD Capital Fund | 6.0 | 129 | -121 | 7.1 | +0.9 |
QQXT | First Trust Nasdaq-100 Ex-Technology Sector Index Fund | 6.0 | 60 | -52 | 5.3 | -0.9 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 6.0 | 15 | -7 | 7.7 | +1.5 |
DRLL | Strive U.S. Energy ETF | 6.0 | 41 | -33 | 7.9 | +1.7 |
DTD | WisdomTree U.S.Total Dividend Fund | 6.0 | 28 | -20 | 8.3 | +2.1 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 6.0 | 20 | -12 | 8.3 | +2.1 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 5.9 | 17 | -9 | 8.7 | +2.5 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 5.8 | 25 | -17 | 7.8 | +1.6 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 5.8 | 9 | -1 | 7.1 | +0.9 |
JHMM | John Hancock Multifactor Mid Cap ETF | 5.8 | 41 | -33 | 8.3 | +2.1 |
VTV | Vanguard Value Index Fund | 5.7 | 4 | 4 | 8.6 | +2.4 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 5.7 | 30 | -22 | 10.4 | +4.2 |
NULV | Nuveen ESG Large-Cap Value ETF | 5.7 | 25 | -17 | 8.6 | +2.4 |
IWR | iShares Russell Midcap ETF | 5.7 | 18 | -10 | 6.9 | +0.7 |
VALQ | American Century STOXX U.S. Quality Value ETF | 5.7 | 29 | -21 | 11.0 | +4.8 |
BRNY | Burney U.S. Factor Rotation ETF | 5.7 | 79 | -71 | 9.3 | +3.1 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 5.7 | 28 | -20 | 7.9 | +1.7 |
IWD | iShares Russell 1000 Value ETF | 5.6 | 18 | -10 | 8.0 | +1.8 |
SAMT | Strategas Macro Thematic Opportunities ETF | 5.6 | 65 | -57 | 4.2 | -2.0 |
IVE | iShares S&P 500 Value ETF | 5.6 | 18 | -10 | 7.2 | +1.0 |
VONV | Vanguard Russell 1000 Value Index Fund | 5.6 | 8 | 0 | 8.1 | +1.9 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 5.6 | 4 | 4 | 7.3 | +1.1 |
VOOV | Vanguard S&P 500 Value ETF | 5.6 | 10 | -2 | 7.3 | +1.1 |
REVS | Columbia Research Enhanced Value ETF | 5.5 | 19 | -11 | 9.6 | +3.4 |
IUSV | iShares Core S&P U.S. Value ETF | 5.5 | 4 | 4 | 7.5 | +1.3 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 5.4 | 41 | -33 | 7.5 | +1.3 |
EUSA | iShares MSCI USA Equal Weighted ETF | 5.4 | 9 | -1 | 7.3 | +1.1 |
ESGS | Columbia Sustainable U.S. Equity Income ETF | 5.3 | 35 | -27 | 8.5 | +2.3 |
JAVA | JPMorgan Active Value ETF | 5.3 | 44 | -36 | 7.2 | +1.0 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 5.3 | 18 | -10 | 8.4 | +2.2 |
DEF | Invesco Defensive Equity ETF | 5.2 | 55 | -47 | 6.8 | +0.6 |
SCHV | Schwab U.S. Large-Cap Value ETF | 5.2 | 4 | 4 | 8.1 | +1.9 |
STLV | iShares Factors US Value Style ETF | 5.1 | 25 | -17 | 10.7 | +4.5 |
SIZE | iShares MSCI USA Size Factor ETF | 5.1 | 15 | -7 | 7.2 | +1.0 |
DEIF | Sterling Capital Diverse Multi-Manager Active ETF | 5.1 | 65 | -57 | 7.7 | +1.5 |
FLV | American Century Focused Large Cap Value ETF | 5.1 | 42 | -34 | 7.4 | +1.2 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 5.1 | 37 | -29 | 7.7 | +1.5 |
IWN | iShares Russell 2000 Value ETF | 5.0 | 23 | -15 | 6.7 | +0.5 |
CGDV | Capital Group Dividend Value ETF | 5.0 | 33 | -25 | 6.9 | +0.7 |
VTWV | Vanguard Russell 2000 Value Index Fund | 5.0 | 15 | -7 | 6.7 | +0.5 |
VNSE | Natixis Vaughan Nelson Select ETF | 5.0 | 80 | -72 | 4.5 | -1.7 |
ILCV | iShares Morningstar Value ETF | 5.0 | 4 | 4 | 8.4 | +2.2 |
VBR | Vanguard Small Cap Value Index Fund | 5.0 | 7 | 1 | 9.6 | +3.4 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 4.9 | 52 | -44 | 8.8 | +2.6 |
DEW | WisdomTree Global High Dividend Fund | 4.9 | 58 | -50 | 11.0 | +4.8 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 4.9 | 29 | -21 | 8.9 | +2.7 |
ROUS | Hartford Multifactor US Equity ETF | 4.8 | 19 | -11 | 8.7 | +2.5 |
PFM | Invesco Dividend Achievers ETF | 4.8 | 53 | -45 | 7.0 | +0.8 |
TPYP | Tortoise North American Pipeline Fund | 4.8 | 40 | -32 | 5.7 | -0.5 |
NUDV | Nuveen ESG Dividend ETF | 4.7 | 25 | -17 | 8.2 | +2.0 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 4.7 | 55 | -47 | 6.7 | +0.5 |
SOLR | SmartETFs Sustainable Energy II Fund | 4.6 | 79 | -71 | 3.8 | -2.4 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 4.6 | 50 | -42 | 9.0 | +2.8 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 4.6 | 30 | -22 | 9.3 | +3.1 |
AIEQ | AI Powered Equity ETF | 4.6 | 75 | -67 | -6.1 | -12.3 |
PRF | Invesco FTSE RAFI US 1000 ETF | 4.6 | 39 | -31 | 8.3 | +2.1 |
STXK | Strive Small-Cap ETF | 4.6 | 18 | -10 | 6.4 | +0.2 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 4.5 | 39 | -31 | 9.4 | +3.2 |
SPDV | AAM S&P 500 High Dividend Value ETF | 4.5 | 29 | -21 | 12.2 | +6.0 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 4.5 | 39 | -31 | 13.9 | +7.7 |
NZRO | Strategy Shares Halt Climate Change ETF | 4.5 | 95 | -87 | 2.0 | -4.2 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 4.5 | 35 | -27 | 6.9 | +0.7 |
AQWA | Global X Clean Water ETF | 4.5 | 50 | -42 | 5.1 | -1.1 |
PHO | Invesco Water Resources ETF | 4.5 | 60 | -52 | 5.0 | -1.2 |
FLQS | Franklin LibertyQ U.S. Small Cap Equity ETF | 4.4 | 35 | -27 | 9.1 | +2.9 |
ICAP | InfraCap Equity Income Fund ETF | 4.4 | 80 | -72 | 11.2 | +5.0 |
FIW | First Trust Water ETF | 4.4 | 53 | -45 | 4.5 | -1.7 |
CGW | Invesco S&P Global Water Index ETF | 4.4 | 57 | -49 | 4.6 | -1.6 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 4.3 | 41 | -33 | 7.0 | +0.8 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 4.3 | 59 | -51 | 6.6 | +0.4 |
MBCC | Monarch Blue Chips Core ETF | 4.3 | 125 | -117 | 4.1 | -2.1 |
EFRA | iShares Environmental Infrastructure and Industrials ETF | 4.3 | 47 | -39 | 5.3 | -0.9 |
SDEI | Sound Equity Income ETF | 4.3 | 45 | -37 | 10.6 | +4.4 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 4.3 | 12 | -4 | 7.3 | +1.1 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 4.2 | 20 | -12 | 9.3 | +3.1 |
BNE | Blue Horizon BNE ETF | 4.2 | 87 | -79 | 5.2 | -1.0 |
JHML | John Hancock Multifactor Large Cap ETF | 4.2 | 29 | -21 | 7.1 | +0.9 |
OUSM | ALPS O'Shares Russell Small Cap Quality Dividend ETF | 4.2 | 48 | -40 | 8.2 | +2.0 |
QMOM | Alpha Architect U.S. Quantitative Momentum ETF | 4.1 | 49 | -41 | 7.3 | +1.1 |
EWMC | Invesco S&P MidCap 400 Equal Weight ETF | 4.1 | 40 | -32 | 8.5 | +2.3 |
SNPV | Xtrackers S&P ESG Value ETF | 4.1 | 15 | -7 | 8.0 | +1.8 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 4.1 | 25 | -17 | 7.7 | +1.5 |
MGV | Vanguard Mega Cap Value ETF | 4.0 | 7 | 1 | 8.4 | +2.2 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 4.0 | 27 | -19 | 7.1 | +0.9 |
HAPY | Harbor Corporate Culture Leaders ETF | 4.0 | 36 | -28 | 4.9 | -1.3 |
ISCV | iShares Morningstar Small Cap Value ETF | 4.0 | 6 | 2 | 9.0 | +2.8 |
JHSC | John Hancock Multifactor Small Cap ETF | 4.0 | 42 | -34 | 7.4 | +1.2 |
IWX | iShares Russell Top 200 Value ETF | 4.0 | 20 | -12 | 8.0 | +1.8 |
EBLU | Ecofin Global Water ESG Fund | 4.0 | 40 | -32 | 4.5 | -1.7 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 4.0 | 59 | -51 | 9.6 | +3.4 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 4.0 | 15 | -7 | 9.0 | +2.8 |
RNMC | Mid Cap US Equity Select ETF | 3.9 | 60 | -52 | 10.0 | +3.8 |
MDY | SPDR S&P Midcap 400 ETF Trust | 3.9 | 22 | -14 | 8.5 | +2.3 |
BKUS | BNY Mellon Sustainable US Equity ETF | 3.9 | 60 | -52 | 5.9 | -0.3 |
WKLY | SoFi Weekly Dividend ETF | 3.9 | 49 | -41 | 9.4 | +3.2 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 3.9 | 25 | -17 | 11.0 | +4.8 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 3.8 | 10 | -2 | 17.4 | +11.2 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 3.8 | 20 | -12 | 6.5 | +0.3 |
QUS | SPDR MSCI USA StrategicFactors ETF | 3.8 | 15 | -7 | 7.2 | +1.0 |
QQEW | First Trust Nasdaq-100 Equal Weighted Index Fund | 3.8 | 57 | -49 | 5.4 | -0.8 |
ICLN | iShares Global Clean Energy ETF | 3.8 | 40 | -32 | 3.6 | -2.6 |
QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares | 3.8 | 35 | -27 | 5.6 | -0.6 |
IJH | iShares Core S&P Mid-Cap ETF | 3.8 | 5 | 3 | 8.7 | +2.5 |
AFLG | First Trust Active Factor Large Cap ETF | 3.8 | 55 | -47 | 8.2 | +2.0 |
SPMD | SPDR Portfolio Mid Cap ETF | 3.8 | 5 | 3 | 8.7 | +2.5 |
FPX | First Trust US IPO Index Fund | 3.8 | 57 | -49 | 3.2 | -3.1 |
GBUY | Goldman Sachs Future Consumer Equity ETF | 3.8 | 75 | -67 | 3.2 | -3.0 |
ACSI | American Customer Satisfaction Core Alpha ETF | 3.8 | 65 | -57 | 4.7 | -1.5 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 3.8 | 15 | -7 | 15.1 | +8.9 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 3.8 | 15 | -7 | 7.6 | +1.4 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 3.8 | 17 | -9 | 7.6 | +1.4 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 3.7 | 15 | -7 | 19.9 | +13.7 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 3.7 | 70 | -62 | 13.7 | +7.5 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 3.7 | 15 | -7 | 10.0 | +3.8 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 3.7 | 18 | -10 | 9.9 | +3.7 |
SCHM | Schwab U.S. Mid-Cap ETF | 3.7 | 4 | 4 | 7.0 | +0.8 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 3.7 | 60 | -52 | 8.7 | +2.5 |
QLC | FlexShares US Quality Large Cap Index Fund | 3.6 | 25 | -17 | 7.6 | +1.4 |
FAN | First Trust Global Wind Energy ETF | 3.6 | 62 | -54 | 5.0 | -1.2 |
VLU | SPDR S&P 1500 Value Tilt ETF | 3.6 | 12 | -4 | 8.8 | +2.6 |
TMDV | ProShares Russell US Dividend Growers ETF | 3.6 | 36 | -28 | 6.6 | +0.4 |
GSFP | Goldman Sachs Future Planet Equity ETF | 3.6 | 75 | -67 | 4.0 | -2.2 |
SFYX | Sofi Next 500 ETF | 3.5 | 0 | 8 | 7.3 | +1.1 |
PIO | Invesco Global Water ETF | 3.5 | 75 | -67 | 5.7 | -0.5 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 3.5 | 25 | -17 | 8.3 | +2.1 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 3.5 | 49 | -41 | 6.6 | +0.4 |
VSDA | VictoryShares Dividend Accelerator ETF | 3.4 | 35 | -27 | 7.2 | +1.0 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 3.4 | 20 | -12 | 8.5 | +2.3 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 3.4 | 25 | -17 | 8.2 | +2.0 |
TEMP | JPMorgan Climate Change Solutions ETF | 3.4 | 49 | -41 | 4.6 | -1.6 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 3.4 | 27 | -19 | 6.5 | +0.3 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 3.3 | 27 | -19 | 6.3 | +0.1 |
CSA | VictoryShares US Small Cap Volatility Weighted Index ETF | 3.3 | 35 | -27 | 9.4 | +3.2 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 3.3 | 70 | -62 | 4.0 | -2.2 |
CSF | VictoryShares US Discovery Enhanced Volatility Weighted Idx | 3.3 | 36 | -28 | 9.4 | +3.2 |
SMDY | Syntax Stratified MidCap ETF | 3.3 | 35 | -27 | 8.5 | +2.3 |
NTZG | Nuveen Global Net Zero Transition ETF | 3.3 | 55 | -47 | 6.1 | -0.1 |
JUSA | JPMorgan ActiveBuilders U.S. Large Cap Equity ETF | 3.3 | 17 | -9 | 6.9 | +0.7 |
HAP | VanEck Natural Resources ETF | 3.3 | 49 | -41 | 9.4 | +3.2 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 3.2 | 11 | -3 | 7.1 | +0.9 |
DIVB | iShares Core Dividend | 3.2 | 5 | 3 | 9.5 | +3.3 |
IVRA | Invesco Real Assets ESG ETF | 3.2 | 59 | -51 | 7.2 | +1.0 |
CGUS | Capital Group Core Equity ETF | 3.2 | 33 | -25 | 6.7 | +0.5 |
VIG | Vanguard Dividend Appreciation Index Fund | 3.2 | 6 | 2 | 7.1 | +0.8 |
AVUS | Avantis U.S. Equity ETF | 3.2 | 15 | -7 | 7.8 | +1.6 |
AILV | Alpha Intelligent - Large Cap Value ETF | 3.2 | 85 | -77 | 7.4 | +1.2 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 3.2 | 13 | -5 | 6.9 | +0.7 |
RNDV | US Equity Dividend Select ETF | 3.2 | 50 | -42 | 10.0 | +3.8 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 3.2 | 4 | 4 | 6.5 | +0.3 |
IWM | iShares Russell 2000 ETF | 3.1 | 19 | -11 | 4.9 | -1.4 |
VTWO | Vanguard Russell 2000 Index Fund | 3.1 | 10 | -2 | 4.9 | -1.3 |
SPMO | Invesco S&P 500 Momentum ETF | 3.1 | 13 | -5 | 7.8 | +1.6 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 3.1 | 80 | -72 | 9.5 | +3.3 |
PWV | Invesco Dynamic Large Cap Value ETF | 3.1 | 58 | -50 | 9.3 | +3.1 |
VB | Vanguard Small-Cap ETF | 3.1 | 5 | 3 | 6.4 | +0.2 |
PLRG | Principal US Large-Cap Adaptive Multi-Factor ETF | 3.0 | 15 | -7 | 6.6 | +0.4 |
DFAS | Dimensional U.S. Small Cap ETF | 3.0 | 28 | -20 | 7.5 | +1.3 |
JVAL | JPMorgan U.S. Value Factor ETF | 3.0 | 12 | -4 | 10.2 | +4.0 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 3.0 | 8 | 0 | 7.9 | +1.7 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 3.0 | 27 | -19 | 6.5 | +0.3 |
ISMD | Inspire Small/Mid Cap Impact ETF | 3.0 | 48 | -40 | 6.8 | +0.6 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 3.0 | 20 | -12 | 6.6 | +0.4 |
GRZZ | Grizzle Growth ETF | 2.9 | 75 | -67 | 7.9 | +1.7 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 2.9 | 20 | -12 | 8.0 | +1.8 |
DFAU | Dimensional US Core Equity Market ETF | 2.9 | 12 | -4 | 6.9 | +0.7 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 2.9 | 9 | -1 | 7.4 | +1.2 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 2.9 | 29 | -21 | 6.5 | +0.3 |
IVV | iShares Core S&P 500 ETF | 2.9 | 3 | 5 | 6.9 | +0.7 |
SPY | SPDR S&P 500 ETF Trust | 2.9 | 9 | -1 | 6.8 | +0.6 |
DFUS | Dimensional U.S. Equity ETF | 2.9 | 11 | -3 | 6.7 | +0.5 |
VOO | VANGUARD S&P 500 ETF | 2.9 | 3 | 5 | 6.9 | +0.7 |
SPLG | SPDR Portfolio S&P 500 ETF | 2.9 | 3 | 5 | 6.9 | +0.7 |
FSMD | Fidelity Small-Mid Factor ETF | 2.8 | 29 | -21 | 8.6 | +2.4 |
SPTM | SPDR Portfolio Total Stock Market ETF | 2.8 | 3 | 5 | 7.0 | +0.8 |
FVAL | Fidelity Value Factor ETF | 2.8 | 29 | -21 | 10.1 | +3.9 |
FLLV | Franklin Liberty U.S. Low Volatility ETF | 2.8 | 29 | -21 | 6.6 | +0.4 |
RNLC | Large Cap US Equity Select ETF | 2.8 | 60 | -52 | 7.7 | +1.5 |
FDRR | Fidelity Dividend ETF for Rising Rates | 2.8 | 29 | -21 | 9.8 | +3.6 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 2.8 | 25 | -17 | 7.4 | +1.2 |
ROCI | ROC ETF | 2.8 | 49 | -41 | 5.5 | -0.7 |
FQAL | Fidelity Quality Factor ETF | 2.8 | 29 | -21 | 7.8 | +1.6 |
IYY | iShares Dow Jones U.S. ETF | 2.8 | 20 | -12 | 6.5 | +0.3 |
USMF | WisdomTree U.S. Multifactor Fund | 2.8 | 28 | -20 | 9.4 | +3.2 |
CSML | IQ Chaikin U.S. Small Cap ETF | 2.8 | 35 | -27 | 6.9 | +0.7 |
PWC | Invesco Dynamic Market ETF | 2.8 | 60 | -52 | 8.1 | +1.9 |
VLUE | iShares MSCI USA Value Factor ETF | 2.8 | 15 | -7 | 12.4 | +6.2 |
PAVE | Global X U.S. Infrastructure Development ETF | 2.8 | 47 | -39 | 7.7 | +1.5 |
ADME | Aptus Drawdown Managed Equity ETF | 2.8 | 79 | -71 | 6.0 | -0.2 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 2.8 | 2 | 6 | 6.7 | +0.5 |
ILCB | iShares Morningstar U.S. Equity ETF | 2.8 | 3 | 5 | 6.8 | +0.6 |
CSB | VictoryShares US Small Cap High Dividend Volatility Wtd Idx | 2.8 | 35 | -27 | 9.5 | +3.3 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 2.8 | 38 | -30 | 7.5 | +1.3 |
FDLO | Fidelity Low Volatility Factor ETF | 2.8 | 29 | -21 | 6.5 | +0.3 |
VTI | Vanguard Total Stock Market Index Fund | 2.8 | 3 | 5 | 6.5 | +0.3 |
RWL | Invesco S&P 500 Revenue ETF | 2.8 | 39 | -31 | 7.9 | +1.7 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 2.8 | 17 | -9 | 5.9 | -0.3 |
PBUS | Invesco PureBeta MSCI USA ETF | 2.8 | 4 | 4 | 6.8 | +0.6 |
PBSM | Invesco PureBeta MSCI USA Small Cap ETF | 2.8 | 6 | 2 | 5.9 | -0.3 |
IWV | iShares Russell 3000 ETF | 2.8 | 20 | -12 | 6.4 | +0.2 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 2.8 | 7 | 1 | 6.2 | -0.0 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2.8 | 3 | 5 | 6.5 | +0.3 |
VV | Vanguard Large-Cap Index Fund | 2.7 | 4 | 4 | 6.7 | +0.5 |
VTHR | Vanguard Russell 3000 Index Fund | 2.7 | 10 | -2 | 6.5 | +0.3 |
IWB | iShares Russell 1000 ETF | 2.7 | 15 | -7 | 6.6 | +0.4 |
SHE | SPDR SSGA Gender Diversity Index ETF | 2.7 | 20 | -12 | 6.9 | +0.7 |
RECS | Columbia Research Enhanced Core ETF | 2.7 | 15 | -7 | 7.8 | +1.6 |
SCHK | Schwab 1000 Index ETF | 2.7 | 5 | 3 | 6.7 | +0.5 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 2.7 | 7 | 1 | 6.7 | +0.5 |
VONE | Vanguard Russell 1000 ETF | 2.7 | 8 | 0 | 6.7 | +0.5 |
FDMO | Fidelity Momentum Factor ETF | 2.7 | 29 | -21 | 6.7 | +0.5 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 2.7 | 20 | -12 | 6.6 | +0.4 |
STRV | Strive 500 ETF | 2.7 | 5 | 3 | 6.6 | +0.4 |
SCHX | Schwab U.S. Large-Cap ETF | 2.7 | 3 | 5 | 6.7 | +0.5 |
VOTE | Engine No. 1 Transform 500 ETF | 2.7 | 5 | 3 | 6.5 | +0.3 |
SCHB | Schwab U.S. Broad Market ETF | 2.7 | 3 | 5 | 6.6 | +0.4 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 2.7 | 11 | -3 | 6.7 | +0.5 |
EGIS | 2nd Vote Society Defended ETF | 2.7 | 75 | -67 | 7.5 | +1.3 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 2.7 | 24 | -16 | 9.3 | +3.1 |
QWLD | SPDR MSCI World StrategicFactors ETF | 2.7 | 30 | -22 | 7.6 | +1.4 |
GURU | Global X Guru Index ETF | 2.7 | 75 | -67 | 5.0 | -1.2 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 2.7 | 15 | -7 | 7.6 | +1.4 |
STXD | Strive 1000 Dividend Growth ETF | 2.6 | 35 | -27 | 6.8 | +0.6 |
QDF | FlexShares Quality Dividend Index Fund | 2.6 | 37 | -29 | 8.7 | +2.5 |
FMIL | Fidelity New Millennium ETF | 2.6 | 59 | -51 | 6.9 | +0.7 |
ISCB | iShares Morningstar Small-Cap ETF | 2.6 | 4 | 4 | 5.6 | -0.6 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 2.6 | 46 | -38 | 10.0 | +3.8 |
AFMC | First Trust Active Factor Mid Cap ETF | 2.6 | 65 | -57 | 10.3 | +4.1 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 2.5 | 38 | -30 | 12.2 | +6.0 |
IWTR | iShares MSCI Water Management Multisector ETF | 2.5 | 47 | -39 | 5.4 | -0.8 |
RESP | WisdomTree US ESG Fund of Benef Interest | 2.5 | 28 | -20 | 7.9 | +1.7 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 2.5 | 25 | -17 | 7.4 | +1.2 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 2.5 | 12 | -4 | 7.8 | +1.6 |
SCHA | Schwab U.S. Small-Cap ETF | 2.5 | 4 | 4 | 6.0 | -0.2 |
ESGU | iShares MSCI USA ESG Optimized ETF | 2.5 | 15 | -7 | 6.7 | +0.5 |
QDIV | Global X S&P 500 Quality Dividend ETF | 2.5 | 20 | -12 | 9.7 | +3.5 |
YALL | God Bless America ETF | 2.5 | 65 | -57 | 4.3 | -1.9 |
EQUL | IQ Engender Equality ETF | 2.5 | 45 | -37 | 7.8 | +1.6 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 2.5 | 15 | -7 | 6.4 | +0.2 |
EPS | WisdomTree U.S. Earnings 500 Fund | 2.5 | 8 | 0 | 8.3 | +2.1 |
AUSF | Global X Adaptive U.S. Factor ETF | 2.4 | 27 | -19 | 8.0 | +1.8 |
KOMP | SPDR Kensho New Economies Composite ETF | 2.4 | 20 | -12 | -1.3 | -7.5 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 2.4 | 39 | -31 | 11.1 | +4.9 |
KRMA | Global X Conscious Companies ETF | 2.4 | 43 | -35 | 6.9 | +0.7 |
RVRB | Reverb ETF | 2.4 | 30 | -22 | 6.7 | +0.5 |
SFY | SoFi Select 500 ETF | 2.4 | 0 | 8 | 6.9 | +0.7 |
MTUM | iShares MSCI USA Momentum Factor ETF | 2.4 | 15 | -7 | 8.2 | +2.0 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 2.4 | 14 | -6 | 6.6 | +0.4 |
PSC | Principal U.S. Small Cap Index ETF | 2.3 | 38 | -30 | 9.8 | +3.6 |
DIV | Global X SuperDividend US ETF | 2.3 | 45 | -37 | 8.8 | +2.6 |
QUAL | iShares MSCI Usa Quality Factor ETF | 2.3 | 15 | -7 | 7.9 | +1.7 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 2.3 | 25 | -17 | 7.8 | +1.6 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 2.3 | 15 | -7 | 9.2 | +3.0 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 2.3 | 12 | -4 | 7.5 | +1.3 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 2.3 | 12 | -4 | 8.5 | +2.3 |
CSD | Invesco S&P Spin-Off ETF | 2.2 | 65 | -57 | 7.5 | +1.3 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2.2 | 63 | -55 | 5.3 | -0.9 |
ACVF | American Conservative Values ETF | 2.2 | 75 | -67 | 5.9 | -0.3 |
INNO | Harbor Disruptive Innovation ETF | 2.2 | 75 | -67 | -3.6 | -9.8 |
FDWM | Fidelity Women's Leadership ETF | 2.2 | 59 | -51 | 6.4 | +0.2 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 2.1 | 75 | -67 | 6.4 | +0.2 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 2.1 | 6 | 2 | 5.5 | -0.7 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 2.1 | 60 | -52 | 7.0 | +0.8 |
RNEW | VanEck Green Infrastructure ETF | 2.1 | 45 | -37 | 1.1 | -5.1 |
PDP | Invesco DWA Momentum ETF | 2.1 | 62 | -54 | 5.9 | -0.3 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 2.0 | 38 | -30 | 10.4 | +4.2 |
RFG | Invesco S&P Midcap 400 Pure Growth ETF | 2.0 | 35 | -27 | 9.7 | +3.5 |
JQUA | JPMorgan U.S. Quality Factor ETF | 2.0 | 12 | -4 | 7.3 | +1.1 |
TOK | iShares MSCI Kokusai ETF | 2.0 | 25 | -17 | 7.0 | +0.8 |
FPAG | FPA Global Equity ETF | 2.0 | 49 | -41 | 6.8 | +0.6 |
VXF | Vanguard Extended Market Index Fund | 2.0 | 6 | 2 | 4.5 | -1.7 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 2.0 | 9 | -1 | 7.2 | +1.0 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2.0 | 19 | -11 | 7.5 | +1.3 |
FSST | Fidelity Sustainability U.S. Equity ETF | 2.0 | 59 | -51 | 6.3 | +0.1 |
VDNI | V-Shares US Leadership Diversity ETF | 2.0 | 29 | -21 | 6.8 | +0.6 |
RPV | Invesco S&P 500 Pure Value ETF | 2.0 | 35 | -27 | 14.1 | +7.9 |
DVLU | First Trust Dorsey Wright Momentum & Value ETF | 1.9 | 60 | -52 | 14.8 | +8.6 |
HKND | Humankind US Stock ETF | 1.9 | 11 | -3 | 8.4 | +2.2 |
RPG | Invesco S&P 500 Pure Growth ETF | 1.9 | 35 | -27 | 9.5 | +3.3 |
MGC | Vanguard Mega Cap Index Fund | 1.9 | 7 | 1 | 6.5 | +0.3 |
GVIP | Goldman Sachs Hedge Industry VIP ETF | 1.9 | 45 | -37 | 5.6 | -0.6 |
RNSC | Small Cap US Equity Select ETF | 1.9 | 60 | -52 | 9.0 | +2.8 |
URTH | iShares MSCI World ETF | 1.9 | 24 | -16 | 7.1 | +0.9 |
NULC | Nuveen ESG Large-Cap ETF | 1.9 | 20 | -12 | 6.4 | +0.2 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.8 | 9 | -1 | 5.1 | -1.1 |
LVOL | American Century Low Volatility ETF | 1.8 | 29 | -21 | 6.7 | +0.5 |
WLDR | Affinity World Leaders Equity ETF | 1.8 | 67 | -59 | 10.6 | +4.4 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 1.7 | 29 | -21 | 10.6 | +4.4 |
BIBL | Inspire ETF | 1.7 | 35 | -27 | 6.3 | +0.1 |
IWL | iShares Russell Top 200 ETF | 1.7 | 15 | -7 | 6.5 | +0.3 |
JZRO | Janus Henderson Net Zero Transition Resources ETF | 1.7 | 60 | -52 | 7.7 | +1.5 |
FLRG | Fidelity U.S. Multifactor ETF | 1.7 | 29 | -21 | 8.5 | +2.3 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 1.7 | 10 | -2 | 17.0 | +10.8 |
SSLY | Syntax Stratified SmallCap ETF | 1.7 | 35 | -27 | 7.7 | +1.5 |
SLY | SPDR S&P 600 Small Cap ETF | 1.7 | 15 | -7 | 8.5 | +2.3 |
IJR | iShares Core S&P Small Cap ETF | 1.7 | 6 | 2 | 8.6 | +2.4 |
PSCU | Invesco S&P SmallCap Utilities ETF | 1.7 | 29 | -21 | 3.5 | -2.7 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 1.7 | 5 | 3 | 8.6 | +2.4 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 1.7 | 15 | -7 | 8.8 | +2.6 |
XMVM | Invesco S&P MidCap Value with Momentum ETF | 1.7 | 39 | -31 | 14.0 | +7.8 |
NUSC | Nuveen ESG Small-Cap ETF | 1.7 | 30 | -22 | 5.9 | -0.3 |
SNPE | Xtrackers S&P 500 ESG ETF | 1.7 | 10 | -2 | 6.9 | +0.7 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 1.7 | 0 | 8 | 6.6 | +0.4 |
KOCG | FIS Knights of Columbus Global Belief ETF | 1.7 | 75 | -67 | 8.0 | +1.8 |
ACWI | iShares MSCI ACWI ETF | 1.7 | 32 | -24 | 7.2 | +1.0 |
XVV | iShares ESG Screened S&P 500 ETF | 1.6 | 8 | 0 | 6.7 | +0.5 |
VT | Vanguard Total World Stock ETF | 1.6 | 7 | 1 | 7.3 | +1.1 |
BLES | Inspire Global Hope Large Cap ETF | 1.6 | 49 | -41 | 7.2 | +1.0 |
ETHO | Etho Climate Leadership U.S. ETF | 1.6 | 47 | -39 | 5.3 | -0.9 |
USVT | US Value ETF | 1.6 | 49 | -41 | 12.8 | +6.6 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 1.6 | 70 | -62 | 3.9 | -2.3 |
VUSE | Vident Core US Equity Fund | 1.6 | 50 | -42 | 9.2 | +3.0 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 1.5 | 30 | -22 | 10.9 | +4.7 |
OEF | iShares S&P 100 ETF | 1.5 | 20 | -12 | 6.5 | +0.3 |
GLRY | Inspire Faithward Mid Cap Momentum ESG ETF | 1.5 | 80 | -72 | 8.6 | +2.4 |
SIXA | 6 Meridian Mega Cap Equity ETF | 1.5 | 82 | -74 | 8.6 | +2.4 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 1.5 | 60 | -52 | 10.5 | +4.3 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 1.5 | 29 | -21 | 8.8 | +2.6 |
GK | AdvisorShares Gerber Kawasaki ETF | 1.5 | 81 | -73 | 5.4 | -0.8 |
TPSC | Timothy Plan US Small Cap Core ETF | 1.5 | 52 | -44 | 9.3 | +3.1 |
HLGE | Hartford Longevity Economy ETF | 1.5 | 44 | -36 | 8.6 | +2.4 |
LSAF | LeaderShares AlphaFactor US Core Equity ETF | 1.5 | 75 | -67 | 11.2 | +5.0 |
AHOY | Newday Ocean Health ETF | 1.5 | 75 | -67 | 6.7 | +0.5 |
SMMD | iShares Russell 2500 ETF | 1.5 | 15 | -7 | 6.8 | +0.6 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 1.4 | 12 | -4 | 8.0 | +1.8 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 1.4 | 30 | -22 | 12.6 | +6.4 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 1.4 | 15 | -7 | 14.8 | +8.6 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 1.4 | 15 | -7 | 7.5 | +1.3 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 1.4 | 18 | -10 | 7.4 | +1.2 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 1.4 | 64 | -56 | 8.2 | +2.0 |
IUS | Invesco Strategic US ETF | 1.4 | 19 | -11 | 8.1 | +1.9 |
CLNR | IQ Cleaner Transport ETF | 1.4 | 45 | -37 | 7.2 | +1.0 |
SIXS | 6 Meridian Small Cap Equity ETF | 1.4 | 100 | -92 | 9.8 | +3.6 |
IQSU | IQ Candriam ESG US Equity ETF | 1.4 | 9 | -1 | 6.3 | +0.1 |
FCPI | Fidelity Stocks for Inflation ETF | 1.4 | 29 | -21 | 10.3 | +4.1 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 1.4 | 39 | -31 | 5.8 | -0.4 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 1.4 | 25 | -17 | 8.1 | +1.9 |
MVPS | Amplify Thematic All-Stars ETF | 1.4 | 49 | -41 | 2.1 | -4.1 |
IVLC | Invesco US Large Cap Core ESG ETF | 1.4 | 48 | -40 | 6.6 | +0.4 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 1.3 | 15 | -7 | 19.2 | +13.0 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.3 | 9 | -1 | 7.0 | +0.8 |
SUSL | iShares ESG MSCI USA Leaders ETF | 1.3 | 10 | -2 | 6.8 | +0.6 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 1.3 | 10 | -2 | 6.8 | +0.6 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 1.3 | 15 | -7 | 9.5 | +3.3 |
IJS | iShares S&P Small-cap 600 Value ETF | 1.3 | 18 | -10 | 9.5 | +3.3 |
WTV | WisdomTree US Value Fund | 1.3 | 12 | -4 | 9.9 | +3.7 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 1.3 | 10 | -2 | 6.3 | +0.1 |
SUSA | iShares MSCI USA ESG Select ETF | 1.3 | 25 | -17 | 6.5 | +0.3 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 1.3 | 15 | -7 | 3.2 | -3.0 |
ACES | ALPS Clean Energy ETF | 1.3 | 55 | -47 | -2.4 | -8.6 |
QCLN | First Trust Nasdaq Clean Edge Green Energy Index Fund | 1.3 | 58 | -50 | -0.2 | -6.4 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 1.3 | 10 | -2 | 6.3 | +0.1 |
QQQN | VictoryShares Nasdaq Next 50 ETF | 1.3 | 18 | -10 | 6.8 | +0.6 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 1.3 | 61 | -53 | 9.3 | +3.1 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 1.3 | 60 | -52 | 6.4 | +0.2 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 1.2 | 60 | -52 | 11.8 | +5.6 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 1.2 | 6 | 2 | 2.3 | -3.9 |
IWO | iShares Russell 2000 Growth ETF | 1.2 | 23 | -15 | 3.1 | -3.1 |
AVSC | Avantis U.S Small Cap Equity ETF | 1.2 | 25 | -17 | 5.6 | -0.6 |
DSI | iShares MSCI KLD 400 Social ETF | 1.2 | 25 | -17 | 6.7 | +0.5 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 1.2 | 15 | -7 | 8.4 | +2.2 |
QQQ | Invesco QQQ Trust | 1.1 | 20 | -12 | 5.9 | -0.3 |
QQQM | Invesco NASDAQ 100 ETF | 1.1 | 15 | -7 | 6.2 | +0.0 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 1.1 | 59 | -51 | 6.7 | +0.5 |
CCSO | Carbon Collective Climate Solutions U.S. Equity ETF | 1.1 | 35 | -27 | 3.5 | -2.8 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.1 | 20 | -12 | 7.5 | +1.3 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 1.1 | 10 | -2 | 7.0 | +0.8 |
AESR | Anfield U.S. Equity Sector Rotation ETF | 1.1 | 112 | -104 | 5.8 | -0.4 |
AFSM | First Trust Active Factor Small Cap ETF | 1.1 | 75 | -67 | 10.1 | +3.9 |
MOAT | VanEck Morningstar Wide Moat ETF | 1.1 | 47 | -39 | 6.2 | -0.0 |
DGT | SPDR Global Dow ETF | 1.1 | 50 | -42 | 8.4 | +2.2 |
STXG | Strive 1000 Growth ETF | 1.1 | 18 | -10 | 5.8 | -0.4 |
GSPY | Gotham Enhanced 500 ETF | 1.1 | 50 | -42 | 7.1 | +0.9 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 1.1 | 59 | -51 | 4.2 | -2.0 |
PLTL | Principal US Small-Cap Adaptive Multi-Factor ETF | 1.0 | 19 | -11 | 8.7 | +2.5 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 1.0 | 35 | -27 | 12.8 | +6.6 |
ERTH | Invesco MSCI Sustainable Future ETF | 1.0 | 56 | -48 | 4.4 | -1.8 |
CHGX | Change Finance U.S. Large Cap Fossil Fuel Free ETF | 1.0 | 49 | -41 | 6.6 | +0.4 |
CVY | Invesco Zacks Multi-Asset Income ETF | 1.0 | 100 | -92 | 13.6 | +7.4 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 1.0 | 75 | -67 | 7.7 | +1.5 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 1.0 | 15 | -7 | 8.7 | +2.5 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 1.0 | 12 | -4 | 8.8 | +2.6 |
OSCV | Opus Small Cap Value Plus ETF | 1.0 | 79 | -71 | 7.1 | +0.9 |
VMAT | V-Shares MSCI World ESG Materiality and Carbon Transition ET | 1.0 | 39 | -31 | 6.8 | +0.6 |
BECO | BlackRock Future Climate and Sustainable Economy ETF | 1.0 | 70 | -62 | 5.0 | -1.2 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 1.0 | 21 | -13 | 4.7 | -1.5 |
RNRG | Global X Renewable Energy Producers ETF | 1.0 | 65 | -57 | 3.8 | -2.4 |
QQQJ | Invesco NASDAQ Next Gen 100 ETF | 1.0 | 15 | -7 | 4.5 | -1.7 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 1.0 | 25 | -17 | 6.9 | +0.7 |
ECOZ | TrueMark ESG Active Opportunities ETF | 0.9 | 58 | -50 | 5.4 | -0.8 |
CVAR | Cultivar ETF | 0.9 | 87 | -79 | 8.7 | +2.5 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 0.9 | 52 | -44 | 7.1 | +0.9 |
WBIY | WBI Power Factor High Dividend ETF | 0.9 | 70 | -62 | 13.3 | +7.1 |
OALC | OneAscent Large Cap Core ETF | 0.9 | 76 | -68 | 6.6 | +0.4 |
HEET | Hartford Schroders ESG US Equity ETF | 0.9 | 39 | -31 | 7.6 | +1.4 |
SVAL | iShares US Small Cap Value Factor ETF | 0.9 | 20 | -12 | 12.6 | +6.4 |
TMFC | Motley Fool 100 Index ETF | 0.8 | 50 | -42 | 5.4 | -0.8 |
GVLU | Gotham 1000 Value ETF | 0.8 | 50 | -42 | 12.1 | +5.9 |
XMMO | Invesco S&P MidCap Momentum ETF | 0.8 | 33 | -25 | 8.7 | +2.5 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.8 | 12 | -4 | 6.7 | +0.5 |
VAMO | Cambria Value & Momentum ETF | 0.8 | 64 | -56 | 12.8 | +6.6 |
EES | WisdomTree SmallCap Earnings Fund | 0.8 | 38 | -30 | 13.3 | +7.1 |
BFOR | Barron's 400 ETF | 0.7 | 65 | -57 | 10.7 | +4.5 |
BTHM | BlackRock Future U.S. Themes ETF | 0.7 | 60 | -52 | 6.6 | +0.4 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.7 | 39 | -31 | 9.1 | +2.9 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 0.7 | 71 | -63 | 13.4 | +7.2 |
ILCG | iShares Morningstar Growth ETF | 0.7 | 4 | 4 | 5.5 | -0.7 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.7 | 30 | -22 | 10.3 | +4.1 |
FRNW | Fidelity Clean Energy ETF | 0.7 | 39 | -31 | 2.0 | -4.2 |
IUSG | iShares Core S&P US Growth ETF | 0.7 | 4 | 4 | 7.0 | +0.8 |
NUMG | Nuveen ESG Mid-Cap Growth ETF | 0.7 | 30 | -22 | 5.4 | -0.8 |
SPGP | Invesco S&P 500 GARP ETF | 0.7 | 36 | -28 | 10.5 | +4.3 |
MOHR | Collaborative Investment Series Trust - Mohr Growth ETF | 0.7 | 96 | -88 | 5.5 | -0.7 |
DGRS | WisdomTree US SmallCap Quality Dividend Growth Fund | 0.7 | 38 | -30 | 11.9 | +5.7 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 0.7 | 65 | -57 | 5.9 | -0.3 |
FOVL | iShares Focused Value Factor ETF | 0.7 | 25 | -17 | 13.2 | +7.0 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 0.6 | 50 | -42 | 3.7 | -2.5 |
TTAC | TrimTabs US Free Cash Flow Quality ETF | 0.6 | 59 | -51 | 8.2 | +2.0 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 0.6 | 13 | -5 | 13.2 | +7.0 |
TRFM | AAM Transformers ETF | 0.6 | 49 | -41 | 2.0 | -4.2 |
CGGR | Capital Group Growth ETF | 0.5 | 39 | -31 | 5.0 | -1.2 |
PKW | Invesco Buyback Achievers ETF | 0.5 | 64 | -56 | 10.3 | +4.1 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 0.5 | 28 | -20 | 7.2 | +1.0 |
HLAL | Wahed FTSE USA Shariah ETF | 0.5 | 50 | -42 | 6.4 | +0.2 |
IVW | iShares S&P 500 Growth ETF | 0.5 | 18 | -10 | 6.9 | +0.7 |
VOOG | Vanguard S&P 500 Growth ETF | 0.5 | 10 | -2 | 7.0 | +0.8 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.5 | 4 | 4 | 7.0 | +0.8 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 0.5 | 52 | -44 | 7.1 | +0.9 |
GGRW | Gabelli Growth Innovators ETF | 0.5 | 90 | -82 | 3.9 | -2.3 |
PBW | Invesco WilderHill Clean Energy ETF | 0.5 | 61 | -53 | -7.9 | -14.1 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 0.5 | 20 | -12 | 7.2 | +1.0 |
OCEN | IQ Clean Oceans ETF | 0.5 | 45 | -37 | 6.8 | +0.6 |
PBD | Invesco Global Clean Energy ETF | 0.5 | 75 | -67 | -1.3 | -7.5 |
FTRI | First Trust Indxx Global Natural Resources Income ETF | 0.5 | 70 | -62 | 21.2 | +15.0 |
VBK | Vanguard Small-Cap Growth Index Fund | 0.5 | 7 | 1 | 1.8 | -4.4 |
PXE | Invesco Dynamic Energy Exploration & Production ETF | 0.5 | 63 | -55 | 16.6 | +10.4 |
FCG | First Trust Natural Gas ETF | 0.5 | 60 | -52 | 12.4 | +6.2 |
ROSC | Hartford Multifactor Small Cap ETF | 0.4 | 34 | -26 | 12.8 | +6.6 |
VEGN | US Vegan Climate ETF | 0.4 | 60 | -52 | 6.2 | 0.0 |
ACTV | LeaderShares Activist Leaders ETF | 0.4 | 75 | -67 | 12.1 | +5.9 |
PKB | Invesco Dynamic Building & Construction ETF | 0.4 | 60 | -52 | 10.8 | +4.6 |
ARB | AltShares Merger Arbitrage ETF | 0.4 | 67 | -59 | 7.8 | +1.6 |
AVLV | Avantis U.S. Large Cap Value ETF | 0.4 | 15 | -7 | 9.4 | +3.2 |
QDYN | FlexShares Quality Dividend Dynamic Index Fund | 0.4 | 37 | -29 | 9.4 | +3.2 |
ACWF | iShares MSCI Global Multifactor ETF | 0.4 | 35 | -27 | 9.8 | +3.6 |
DFAT | Dimensional U.S. Targeted Value ETF | 0.4 | 29 | -21 | 10.1 | +3.9 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 0.3 | 32 | -24 | 6.6 | +0.4 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.3 | 19 | -11 | 7.9 | +1.7 |
ISRA | VanEck Israel ETF | 0.3 | 59 | -51 | 9.0 | +2.8 |
RAFE | PIMCO RAFI ESG U.S. ETF | 0.3 | 29 | -21 | 8.9 | +2.7 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 0.3 | 42 | -34 | 7.1 | +0.9 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.3 | 49 | -41 | 8.0 | +1.8 |
QQMG | Invesco ESG NASDAQ 100 ETF | 0.3 | 20 | -12 | 6.3 | +0.1 |
SCHD | Schwab U.S. Dividend Equity ETF | 0.3 | 6 | 2 | 9.7 | +3.5 |
RZG | Invesco S&P Smallcap 600 Pure Growth ETF | 0.3 | 35 | -27 | 9.5 | +3.3 |
SEIV | SEI Enhanced U.S. Large Cap Value Factor ETF | 0.3 | 15 | -7 | 14.3 | +8.1 |
SQLV | Legg Mason Small-Cap Quality Value | 0.3 | 61 | -53 | 12.4 | +6.2 |
ESGV | Vanguard ESG U.S. Stock ETF | 0.3 | 9 | -1 | 6.5 | +0.3 |
IWP | iShares Russell Mid-Cap Growth ETF | 0.2 | 23 | -15 | 5.6 | -0.6 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 0.2 | 45 | -37 | 3.2 | -3.0 |
IWC | iShares Micro-Cap ETF | 0.2 | 60 | -52 | -4.6 | -10.8 |
SPHQ | Invesco S&P 500 Quality ETF | 0.2 | 15 | -7 | 7.0 | +0.8 |
USXF | iShares ESG Advanced MSCI USA ETF | 0.2 | 10 | -2 | 6.4 | +0.2 |
DFSV | Dimensional US Small Cap Value ETF | 0.2 | 31 | -23 | 9.5 | +3.3 |
JSTC | Adasina Social Justice All Cap Global ETF | 0.2 | 89 | -81 | 6.7 | +0.5 |
QGRO | American Century STOXX U.S. Quality Growth ETF | 0.2 | 29 | -21 | 7.2 | +1.0 |
RAYS | Global X Solar ETF | 0.2 | 50 | -42 | 4.8 | -1.4 |
TAN | Invesco Solar ETF | 0.2 | 69 | -61 | 4.7 | -1.5 |
ENRG | SoFi Smart Energy ETF | 0.2 | 59 | -51 | -1.7 | -7.9 |
DFUV | Dimensional US Marketwide Value ETF | 0.1 | 23 | -15 | 9.5 | +3.3 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 0.1 | 81 | -73 | 5.9 | -0.3 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde | 0.1 | 63 | -55 | 5.1 | -1.1 |
DWMC | AdvisorShares Dorsey Wright Micro-Cap ETF | 0.1 | 127 | -119 | 3.1 | -3.1 |
DWAS | Invesco DWA SmallCap Momentum ETF | 0.1 | 60 | -52 | 2.2 | -4.0 |
SQEW | LeaderShares Equity Skew ETF | 0.1 | 75 | -67 | 6.5 | +0.3 |
IWF | iShares Russell 1000 Growth ETF | 0.0 | 18 | -10 | 6.1 | -0.1 |
VONG | Vanguard Russell 1000 Growth Index Fund | 0.0 | 8 | 0 | 6.3 | +0.1 |
FDM | First Trust Dow Jones Select Microcap Index Fund | 0.0 | 60 | -52 | 10.1 | +3.9 |
AVUV | Avantis U.S. Small Cap Value ETF | 0.0 | 25 | -17 | 11.9 | +5.7 |
DUHP | Dimensional US High Profitability ETF | 0.0 | 22 | -14 | 9.0 | +2.8 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 0.0 | 31 | -23 | 8.9 | +2.7 |
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%.
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RESULTS & ESTIMATES
2018 | 2019 | 2020 | 2021 | 2022 | 2023E | 2024E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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VALUATION METRICS
2022 | 2023E | 2024E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Fidelity MSCI Utilities Index 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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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