FlexShares Global Quality Real Estate Index Fund
ALTAR
Score™		 5.8% info Recommen-
dation		 OVERWEIGHT
2021E    2022E
P/E
ratio		 18.5x P/Sales
ratio		 5.6x
P/BV
ratio		 1.5x Div.
yield		 3.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
FlexShares Global Quality Real Estate Index Fund is an exchange-traded fund incorporated in the USA. The Fund seeks to track the performance of the Northern Trust Global Quality Real Estate Index.

FUND BASICS
Category Global Equities
Fund Sponsor Northern Trust Investments Inc
Website www.flexshares.com
Inception date Nov 05, 2013
Assets (mns) $364
Currency USD
Expense ratio 45 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-End Investment Company
Custodian JPMorgan Chase Bank NA
Weighting Market Cap
Index replication Optimized
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 150
Wgt avg mkt cap (mns) $20,948
Large cap (>$10bn) 56.4%
Mid cap ($2-10bn) 31.4%
Small cap (<$2bn) 9.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROLOGIS INC 6.3 %
PUBLIC STORAGE 4.9 %
WEYERHAEUSER CO 3.7 %
EQUITY RESIDENTIAL 3.4 %
AVALONBAY COMMUNITIES INC 3.4 %
ALEXANDRIA REAL ESTATE EQUIT 2.8 %
AMERICAN TOWER CORP-CL A 2.5 %
GOODMAN GROUP 2.5 %
MID-AMERICA APARTMENT COMM 2.2 %
VICI PROPERTIES INC 2.1 %
Total 33.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 59.9 %
JAPAN 6.5 %
AUSTRALIA 4.9 %
HONG KONG 4.2 %
SINGAPORE 3.2 %
SWEDEN 3.1 %
GERMANY 2.9 %
CANADA 2.2 %
BRITAIN 1.4 %
FRANCE 1.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
12.5% 30.0% 5.2% -- 6.7%

Market Correlations
versus... Beta R-squared
S&P500 0.86 73%
MSCI EAFE 0.87 74%
MSCI Emg. Mkts. 0.71 60%

Technical Indicators
Recent close $64.41
30d moving avg. $63.33
Annualized volatility 18.6%
Short interest (ETF) 0.0%
Relative strength (RSI) 75

Liquidity measures
Avg. volume (thou.) 24
Turnover 0.4%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $6,294

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 690 potential alternatives to the FlexShares Global Quality Real Estate Index Fund ETF based on the alternatives' overlap in portfolio holdings with GQRE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: GQRE Expense: 45 bp ALTAR Score™: 5.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH GQRE
Ticker Fund
Name		 Overlap1
vs GQRE
(%)		 Expense
ratio
(bp)		 Savings
vs GQRE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs GQRE
(%)
SCHH Schwab U.S. REIT ETF 40.6 7 38 5.3 -0.4
USRT iShares Core U.S. REIT ETF 40.1 8 37 5.7 -0.1
FREL Fidelity MSCI Real Estate Index ETF 39.9 9 37 5.4 -0.4
RWR SPDR Dow Jones REIT ETF 39.8 25 20 5.7 -0.1
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 39.4 11 34 5.7 -0.1
FRI First Trust S&P REIT Index Fund 39.3 50 -5 5.2 -0.5
RWO SPDR Dow Jones Global Real Estate ETF 38.9 50 -5 5.4 -0.4
FFR First Trust FTSE EPRA/NAREIT Developed Markets Real Estate 37.8 60 -15 5.5 -0.3
IYR iShares U.S. Real Estate ETF 37.7 42 3 5.1 -0.7
REET iShares Global REIT ETF 37.0 14 31 5.7 -0.1
VNQ Vanguard REIT Index Fund 35.9 12 33 5.3 -0.5
PPTY PPTY-U.S. Diversified Real Estate ETF 32.4 49 -4 5.2 -0.6
XLRE The Real Estate Select Sector SPDR Fund 32.1 12 33 4.9 -0.8
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 29.8 40 5 5.0 -0.8
ICF iShares Cohen & Steers REIT ETF 29.8 34 11 4.8 -1.0
SPRE SP Funds S&P Global REIT Sharia ETF 27.8 69 -24 3.6 -2.1
PSR Invesco Active U.S. Real Estate Fund 27.7 35 10 4.9 -0.9
WPS iShares International Developed Property ETF 26.6 48 -3 6.3 +0.6
HAUZ Xtrackers International Real Estate ETF 24.4 10 35 7.4 +1.7
IFGL iShares International Developed Real Estate ETF 24.3 48 -3 6.2 +0.4
VNQI Vanguard Global ex-U.S. Real Estate ETF 22.4 12 33 8.6 +2.8
REZ iShares Residential Real Estate Capped ETF 22.1 48 -3 4.8 -1.0
DRW WisdomTree Global ex-US Real Estate Fund 21.1 58 -13 8.9 +3.2
RWX SPDR Dow Jones International Real Estate ETF 20.3 59 -14 5.4 -0.4
NURE Nuveen Short-Term REIT ETF 20.1 35 10 4.6 -1.2
IVRA Invesco Real Assets ESG ETF 18.4 59 -14 4.7 -1.1
BLDG Cambria Global Real Estate ETF 16.1 59 -14 7.0 +1.2
RDOG ALPS REIT Dividend Dogs ETF 15.1 35 10 6.9 +1.1
QDIV Global X S&P 500 Quality Dividend ETF 12.3 20 25 6.1 +0.4
HOMZ Hoya Capital Housing ETF 11.5 30 15 6.4 +0.6
INDS Pacer Benchmark Industrial Real Estate SCTR ETF 10.8 60 -15 3.5 -2.2
IYF iShares U.S. Financials ETF 10.0 42 3 5.7 -0.1
VRAI Virtus Real Asset Income ETF 9.4 55 -10 6.4 +0.6
LGLV SPDR Russell 1000 Low Volatility ETF 8.0 12 33 4.4 -1.4
BIBL Inspire ETF 7.6 35 10 4.1 -1.7
SRET Global X SuperDividend REIT ETF 7.2 58 -13 9.7 +4.0
NETL NETLease Corporate Real Estate ETF 6.8 60 -15 6.5 +0.8
LVHD Legg Mason Low Volatility High Dividend ETF 6.5 27 18 6.7 +0.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 6.1 80 -35 4.7 -1.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 5.8 52 -7 4.8 -1.0
ROOF IQ US Real Estate Small Cap ETF 5.8 70 -25 8.4 +2.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.4 15 30 6.2 +0.4
MDYV SPDR S&P 400 Mid Cap Value ETF 5.4 15 30 6.2 +0.4
FDVV Fidelity Core Dividend ETF 5.4 29 16 6.1 +0.3
IJJ iShares S&P Mid-Cap 400 Value ETF 5.4 18 27 6.2 +0.4
KBWY Invesco KBW Premium Yield Equity REIT ETF 5.2 35 10 9.0 +3.3
PSCF Invesco S&P SmallCap Financials ETF 5.0 29 16 8.1 +2.3
SPYD SPDR S&P 500 High Dividend ETF 5.0 7 38 7.6 +1.9
WOOD iShares Global Timber & Forestry ETF 4.9 46 -1 7.2 +1.4
CUT Invesco MSCI Global Timber ETF 4.9 61 -16 6.4 +0.6
DTN WisdomTree U.S. Dividend ex-Financials Fund 4.8 38 7 6.5 +0.8
RFAP First Trust Riverfront Dynamic Asia Pacific ETF 4.8 83 -38 5.3 -0.5
VBR Vanguard Small Cap Value Index Fund 4.8 7 38 5.7 -0.0
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 4.8 35 10 4.8 -1.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 4.8 12 33 5.3 -0.5
SPMV Invesco S&P 500 Minimum Variance ETF 4.7 10 35 4.8 -1.0
EWMC Invesco S&P MidCap 400 Equal Weight ETF 4.6 40 5 5.2 -0.6
QDEF FlexShares Quality Dividend Defensive Index Fund 4.6 37 8 5.4 -0.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4.5 75 -30 5.0 -0.7
FIVG Defiance Next Gen Connectivity ETF 4.5 30 15 4.3 -1.5
VPN Global X Data Center REITs & Digital Infrastructure ETF 4.5 50 -5 4.1 -1.6
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 4.5 60 -15 3.3 -2.5
FNK First Trust Mid Cap Value AlphaDEX Fund 4.5 70 -25 7.0 +1.2
VOE Vanguard Mid-Cap Value Index Fund 4.5 7 38 5.9 +0.1
KVLE KFA Value Liner Dynamic Core Equity Index ETF 4.5 56 -11 5.9 +0.1
FSMD Fidelity Small-Mid Factor ETF 4.4 29 16 5.7 -0.1
ISCV iShares Morningstar Small Cap Value ETF 4.4 6 39 5.8 -0.0
FYT First Trust Small Cap Value AlphaDEX Fund 4.4 72 -27 7.4 +1.6
FYX First Trust Small Cap Core AlphaDEX Fund 4.4 63 -18 5.3 -0.4
GLIF AGFiQ Global Infrastructure ETF 4.4 45 0 4.3 -1.4
STMB iShares Factors US Mid Blend Style ETF 4.3 30 15 5.3 -0.5
DIM WisdomTree International MidCap Dividend Fund 4.3 58 -13 6.6 +0.8
JHSC John Hancock Multifactor Small Cap ETF 4.3 42 3 4.6 -1.2
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 4.3 29 16 5.9 +0.1
DON WisdomTree U.S. MidCap Dividend Fund 4.2 38 7 6.1 +0.4
BOSS Global X Founder-Run Companies ETF 4.2 45 0 2.7 -3.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.2 24 21 5.4 -0.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 4.2 29 16 4.7 -1.0
RNSC Small Cap US Equity Select ETF 4.2 60 -15 5.4 -0.4
BLES Inspire Global Hope Large Cap ETF 4.2 52 -7 4.7 -1.1
FLHK Franklin FTSE Hong Kong ETF 4.1 9 36 6.3 +0.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.1 15 30 5.3 -0.5
IWS iShares Russell Mid-Cap Value ETF 4.1 24 21 5.2 -0.5
XJH iShares ESG Screened S&P Mid-Cap ETF 4.1 12 33 5.2 -0.6
AMCA iShares Russell 1000 Pure U.S. Revenue ETF 4.0 15 30 5.7 -0.1
PSC Principal U.S. Small Cap Index ETF 4.0 38 7 4.3 -1.5
EPP iShares MSCI Pacific ex-Japan ETF 4.0 48 -3 5.2 -0.5
FCPI Fidelity Stocks for Inflation ETF 4.0 29 16 5.2 -0.6
IVOO Vanguard S&P Mid-Cap 400 ETF 4.0 10 35 5.2 -0.6
SPMD SPDR Portfolio Mid Cap ETF 4.0 5 40 5.3 -0.5
IJH iShares Core S&P Mid-Cap ETF 4.0 5 40 5.3 -0.5
FAB First Trust Multi Cap Value AlphaDEX Fund 3.9 70 -25 7.1 +1.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 3.9 15 30 6.1 +0.3
SLYV SPDR S&P 600 Small Cap Value ETF 3.9 15 30 6.0 +0.2
IJS iShares S&P Small-cap 600 Value ETF 3.9 18 27 5.9 +0.2
IDHD Invesco S&P Intl Developed High Dividend Low Volatility ETF 3.9 30 15 7.4 +1.6
FNDA Schwab Fundamental U.S. Small Co. Index ETF 3.9 25 20 4.6 -1.1
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF 3.9 19 26 5.6 -0.2
EWH iShares MSCI Hong Kong ETF 3.8 51 -6 5.6 -0.1
ZHOK SPDR Solactive Hong Kong ETF 3.8 14 31 0.0 -5.8
EQAL Invesco Russell 1000 Equal Weight ETF 3.8 20 25 4.8 -1.0
RYJ Invesco Raymond James SB-1 Equity ETF 3.8 76 -31 2.9 -2.9
DES WisdomTree U.S. SmallCap Dividend Fund 3.8 38 7 6.0 +0.2
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 3.7 47 -2 4.5 -1.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.7 18 27 5.6 -0.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.7 47 -2 5.1 -0.6
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 3.7 40 5 7.0 +1.2
IWN iShares Russell 2000 Value ETF 3.6 24 21 4.6 -1.2
VTWV Vanguard Russell 2000 Value Index Fund 3.6 15 30 4.6 -1.1
IMCV iShares Morningstar Mid-Cap Value ETF 3.6 6 39 5.8 +0.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 3.6 49 -4 4.3 -1.5
LSLT Salt Low truBeta US Market ETF 3.6 60 -15 5.2 -0.6
JMIN JPMorgan U.S. Minimum Volatility ETF 3.5 12 33 5.2 -0.6
DOO WisdomTree International Dividend ex-Financials Fund 3.5 58 -13 7.2 +1.4
RNMC Mid Cap US Equity Select ETF 3.5 60 -15 5.7 -0.1
VB Vanguard Small-Cap ETF 3.4 5 40 4.2 -1.5
SCZ iShares MSCI Eafe Small-Cap ETF 3.4 40 5 5.1 -0.7
SCHC Schwab International Small-Cap Equity ETF 3.4 11 34 4.9 -0.9
NXTG First Trust Indxx NextG ETF 3.4 70 -25 5.2 -0.6
XJR iShares ESG Screened S&P Small-Cap ETF 3.4 12 33 5.2 -0.6
PY Principal Shareholder Yield Index ETF 3.4 15 30 7.6 +1.8
VICE AdvisorShares Vice ETF 3.4 99 -54 3.2 -2.6
BJK VanEck Vectors Gaming ETF 3.4 65 -20 1.9 -3.9
NUSC Nuveen ESG Small-Cap ETF 3.3 40 5 3.7 -2.1
PQIN PGIM QMA Strategic Alpha International Equity ETF 3.3 29 16 6.7 +0.9
FLV American Century Focused Large Cap Value ETF 3.3 42 3 5.5 -0.3
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 3.3 80 -35 7.5 +1.7
DFAI Dimensional International Core Equity Market ETF 3.3 18 27 6.0 +0.2
LYFE 2nd Vote Life Neutral Plus ETF 3.3 75 -30 5.6 -0.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.3 85 -40 3.4 -2.4
FDT First Trust Developed Markets ex-US Alphadex Fund 3.3 80 -35 7.5 +1.7
DEW WisdomTree Global High Dividend Fund 3.3 58 -13 8.0 +2.2
AFMC First Trust Active Factor Mid Cap ETF 3.3 65 -20 5.2 -0.5
FVL First Trust Value Line 100 ETF 3.3 70 -25 0.0 -5.8
DWX SPDR S&P International Dividend ETF 3.3 45 0 16.7 +10.9
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 3.3 40 5 5.0 -0.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.3 7 38 3.9 -1.9
PBSM Invesco PureBeta MSCI USA Small Cap ETF 3.3 6 39 4.0 -1.8
SFYX Sofi Next 500 ETF 3.3 0 45 4.9 -0.9
FLAU Franklin FTSE Australia ETF 3.2 9 36 5.4 -0.4
IEUS iShares MSCI Europe Small-Cap ETF 3.2 40 5 4.9 -0.9
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 3.2 30 15 6.1 +0.4
DEF Invesco Defensive Equity ETF 3.2 53 -8 5.0 -0.8
JDIV JPMorgan U.S. Dividend ETF 3.2 12 33 6.3 +0.5
PZD Invesco Cleantech ETF 3.2 65 -20 3.9 -1.9
SPSM SPDR Portfolio Small Cap ETF 3.2 5 40 5.4 -0.4
ISCB iShares Morningstar Small-Cap ETF 3.2 4 41 4.0 -1.8
SLY SPDR S&P 600 Small Cap ETF 3.2 15 30 5.3 -0.5
VIOO Vanguard S&P Small-Cap 600 ETF 3.2 10 35 5.4 -0.4
IVLC Invesco US Large Cap Core ESG ETF 3.2 48 -3 4.3 -1.5
DTD WisdomTree U.S.Total Dividend Fund 3.1 28 17 6.0 +0.2
SCHA Schwab U.S. Small-Cap ETF 3.1 4 41 3.5 -2.3
SCHM Schwab U.S. Mid-Cap ETF 3.1 4 41 4.6 -1.2
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 3.1 20 25 3.6 -2.2
MILN Global X Millennial Consumer ETF 3.1 50 -5 2.1 -3.7
FVD First Trust Value Line Dividend Index Fund 3.1 70 -25 5.2 -0.5
DHS WisdomTree U.S. High Dividend Fund 3.1 38 7 7.4 +1.7
IJR iShares Core S&P Small Cap ETF 3.1 6 39 5.4 -0.4
BKSE BNY Mellon US Small Cap Core Equity ETF 3.1 4 41 4.6 -1.2
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 3.1 20 25 6.6 +0.9
CLRG IQ Chaikin U.S. Large Cap ETF 3.1 25 20 5.0 -0.8
UIVM VictoryShares USAA MSCI International Value Momentum ETF 3.1 35 10 7.5 +1.7
WDIV SPDR Global Dividend ETF 3.0 40 5 8.4 +2.6
DVYA iShares Asia/Pacific Dividend ETF 3.0 49 -4 10.6 +4.8
ISMD Inspire Small/Mid Cap Impact ETF 3.0 60 -15 4.5 -1.3
USMV iShares Edge MSCI Min Vol USA ETF 3.0 15 30 5.1 -0.7
DLN WisdomTree U.S. LargeCap Dividend Fund 3.0 28 17 5.9 +0.1
SCJ iShares MSCI Japan Small-Cap ETF 2.9 51 -6 5.5 -0.2
FUNL CornerCap Fundametrics Large-Cap ETF 2.9 50 -5 6.8 +1.0
EWA iShares MSCI Australia ETF 2.9 51 -6 4.9 -0.9
JPIN JPMorgan Diversified Return International Equity ETF 2.9 37 8 6.8 +1.1
FNX First Trust Mid Cap Core AlphaDEX Fund 2.9 60 -15 5.0 -0.8
FLLV Franklin Liberty U.S. Low Volatility ETF 2.9 29 16 4.7 -1.0
RODM Hartford Multifactor Developed Markets (ex-US) ETF 2.9 29 16 7.0 +1.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 36 4.8 -0.9
LVOL American Century Low Volatility ETF 2.8 29 16 4.6 -1.1
ONEY SPDR Russell 1000 Yield Focus ETF 2.8 20 25 6.0 +0.3
VXF Vanguard Extended Market Index Fund 2.8 6 39 2.6 -3.2
XMLV Invesco S&P MidCap Low Volatility ETF 2.8 25 20 4.9 -0.9
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 2.8 24 21 6.4 +0.7
ACIO Aptus Collared Income Opportunity ETF 2.8 79 -34 3.8 -2.0
NULC Nuveen ESG Large-Cap ETF 2.8 20 25 4.5 -1.3
IWR iShares Russell Midcap ETF 2.8 19 26 4.4 -1.4
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 2.8 17 28 3.9 -1.9
SYG SPDR MFS Systematic Growth Equity ETF 2.8 60 -15 0.0 -5.8
USXF iShares ESG Advanced MSCI USA ETF 2.7 10 35 4.4 -1.4
EUSA iShares MSCI USA Equal Weighted ETF 2.7 15 30 4.9 -0.9
PQSV PGIM QMA Strategic Alpha Small-Cap Value ETF 2.7 29 16 5.9 +0.1
SMDY Syntax Stratified MidCap ETF 2.7 30 15 4.8 -1.0
VO Vanguard Mid-Cap Index Fund 2.7 4 41 4.3 -1.4
VEGN US Vegan Climate ETF 2.6 60 -15 3.9 -1.9
NULV Nuveen ESG Large-Cap Value ETF 2.6 35 10 5.8 +0.0
EZM WisdomTree U.S. MidCap Earnings Fund 2.6 38 7 7.0 +1.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.6 9 36 3.4 -2.4
ECOZ TrueMark ESG Active Opportunities ETF 2.6 58 -13 3.2 -2.5
QDYN FlexShares Quality Dividend Dynamic Index Fund 2.6 37 8 5.4 -0.4
PSET Principal Price Setters Index ETF 2.6 15 30 4.7 -1.1
PQLC PGIM QMA Strategic Alpha Large-Cap Core ETF 2.6 17 28 5.4 -0.4
EES WisdomTree SmallCap Earnings Fund 2.5 38 7 7.1 +1.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 2.5 11 34 5.3 -0.5
SIZE iShares MSCI USA Size Factor ETF 2.5 15 30 4.9 -0.9
IMCB iShares Morningstar Mid-Cap ETF 2.5 4 41 4.6 -1.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.5 20 25 5.6 -0.2
QLV FlexShares US Quality Low Volatility Index Fund 2.5 22 23 4.2 -1.6
DMDV AAM S&P Developed Markets High Dividend Value ETF 2.5 39 6 8.6 +2.8
RSP Invesco S&P 500 Equal Weight ETF 2.5 20 25 5.0 -0.8
QSY WisdomTree U.S. LargeCap Value Fund 2.4 38 7 6.3 +0.6
FGM First Trust Germany AlphaDEX Fund 2.4 80 -35 5.5 -0.3
FTA First Trust Large Cap Value AlphaDEX Fund 2.4 60 -15 7.0 +1.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.4 4 41 4.6 -1.2
IWM iShares Russell 2000 ETF 2.4 19 26 2.6 -3.2
VTWO Vanguard Russell 2000 Index Fund 2.4 10 35 2.7 -3.1
CZA Invesco Zacks Mid-Cap ETF 2.4 69 -24 4.7 -1.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.4 15 30 4.1 -1.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.4 15 30 4.1 -1.7
IJK iShares S&P Mid-Cap 400 Growth ETF 2.4 17 28 4.1 -1.7
IUSV iShares Core S&P U.S. Value ETF 2.3 4 41 5.9 +0.2
TUSA First Trust Total US Market AlphaDEX ETF 2.3 70 -25 5.5 -0.2
STSB iShares Factors US Small Blend Style ETF 2.3 35 10 3.5 -2.3
IPAC iShares Core MSCI Pacific ETF 2.3 9 36 6.1 +0.4
IDLV Invesco S&P International Developed Low Volatility ETF 2.3 25 20 5.7 -0.1
GWX SPDR S&P International Small Cap ETF 2.2 40 5 4.8 -0.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.2 20 25 4.0 -1.8
DWMF WisdomTree International Multifactor Fund 2.2 38 7 6.0 +0.2
AFSM First Trust Active Factor Small Cap ETF 2.2 77 -32 4.6 -1.2
RVRS Reverse Cap Weighted U.S. Large Cap ETF 2.2 29 16 5.1 -0.7
ISZE iShares Edge MSCI Intl Size Factor ETF 2.2 30 15 5.8 +0.1
FEP First Trust Europe AlphaDEX Fund 2.2 80 -35 7.0 +1.2
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 2.2 35 10 4.7 -1.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.2 39 6 3.5 -2.2
STLV iShares Factors US Value Style ETF 2.2 25 20 6.6 +0.8
DIV Global X SuperDividend US ETF 2.2 45 0 6.5 +0.8
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 2.1 24 21 5.6 -0.2
REVS Columbia Research Enhanced Value ETF 2.1 19 26 6.4 +0.6
VOOV Vanguard S&P 500 Value ETF 2.1 10 35 5.8 +0.1
IVE iShares S&P 500 Value ETF 2.1 18 27 5.8 -0.0
SPYV SPDR Portfolio S&P 500 Value ETF 2.1 4 41 5.9 +0.1
FNDC Schwab Fundamental International Small Co. Index ETF 2.1 39 6 5.0 -0.8
SCHV Schwab U.S. Large-Cap Value ETF 2.1 4 41 5.8 +0.0
IQSU IQ Candriam ESG US Equity ETF 2.1 9 36 4.6 -1.2
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 2.1 32 13 5.5 -0.3
SMMD iShares Russell 2500 ETF 2.1 15 30 4.6 -1.2
FEUZ First Trust Eurozone AlphaDEX ETF 2.1 80 -35 7.4 +1.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.1 49 -4 3.7 -2.1
SPHB Invesco S&P 500 High Beta ETF 2.1 25 20 4.8 -1.0
ROSC Hartford Multifactor Small Cap ETF 2.1 34 11 6.6 +0.8
EWJE iShares MSCI Japan Equal Weighted ETF 2.1 15 30 6.1 +0.4
SPXT ProShares S&P 500 Ex-Technology ETF 2.1 27 18 4.7 -1.1
JQUA JPMorgan U.S. Quality Factor ETF 2.0 12 33 4.9 -0.8
FQAL Fidelity Quality Factor ETF 2.0 29 16 4.8 -1.0
JMOM JPMorgan U.S. Momentum Factor ETF 2.0 12 33 3.4 -2.4
RFDI First Trust Riverfront Dynamic Developed International ETF 2.0 83 -38 5.0 -0.7
DLS WisdomTree International SmallCap Dividend Fund 2.0 58 -13 7.7 +1.9
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 2.0 58 -13 6.5 +0.7
VONV Vanguard Russell 1000 Value Index Fund 2.0 8 37 5.7 -0.1
IWD iShares Russell 1000 Value ETF 2.0 19 26 5.6 -0.2
DDLS WisdomTree Dynamic Currency Hedged International SmallCap Eq 2.0 48 -3 7.8 +2.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.0 70 -25 4.8 -0.9
FLRG Fidelity U.S. Multifactor ETF 1.9 29 16 5.5 -0.2
FDMO Fidelity Momentum Factor ETF 1.9 29 16 2.8 -2.9
KLCD KFA Large Cap Quality Dividend Index ETF 1.9 42 3 5.2 -0.6
FEX First Trust Large Cap Core AlphaDEX Fund 1.9 59 -14 5.2 -0.6
EFAS Global X MSCI SuperDividend EAFE ETF 1.9 56 -11 7.4 +1.6
RFFC RiverFront Dynamic US Flex-Cap ETF 1.9 52 -7 4.4 -1.4
QUAL iShares MSCI Usa Quality Factor ETF 1.9 15 30 4.9 -0.9
JEPI JPMorgan Equity Premium Income ETF 1.9 35 10 4.7 -1.1
RFV Invesco S&P Midcap 400 Pure Value ETF 1.9 35 10 8.0 +2.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.9 10 35 4.7 -1.0
XDAT Franklin Exponential Data ETF 1.9 50 -5 1.6 -4.2
SUSL iShares ESG MSCI USA Leaders ETF 1.9 10 35 4.7 -1.1
SPLV Invesco S&P 500 Low Volatility ETF 1.9 25 20 5.4 -0.4
ALTL Pacer Lunt Large Cap Alternator ETF 1.9 60 -15 4.5 -1.3
QDF FlexShares Quality Dividend Index Fund 1.9 37 8 5.5 -0.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.9 30 15 5.4 -0.4
ISCG iShares Morningstar Small-Cap Growth ETF 1.8 6 39 1.8 -4.0
DTH WisdomTree International High Dividend Fund 1.8 58 -13 8.0 +2.2
ESGV Vanguard ESG U.S. Stock ETF 1.8 12 33 4.5 -1.3
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 1.8 49 -4 4.2 -1.6
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 1.8 17 28 5.3 -0.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.8 40 5 6.8 +1.1
VPL Vanguard FTSE Pacific ETF 1.8 8 37 6.3 +0.5
SUSA iShares MSCI USA ESG Select ETF 1.8 25 20 4.3 -1.5
LRGF iShares Edge MSCI Multifactor USA ETF 1.8 20 25 5.9 +0.2
FDLO Fidelity Low Volatility Factor ETF 1.8 29 16 4.3 -1.5
DSI iShares MSCI KLD 400 Social ETF 1.8 25 20 4.4 -1.3
SSLY Syntax Stratified SmallCap ETF 1.8 30 15 4.6 -1.1
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 1.8 25 20 4.7 -1.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.8 60 -15 7.8 +2.1
ACVF American Conservative Values ETF 1.8 75 -30 4.0 -1.7
CID VictoryShares Intl High Dividend Volatility Wtd Index ETF 1.8 45 0 8.0 +2.2
MGK Vanguard Mega Cap Growth ETF 1.8 7 38 3.6 -2.1
FYC First Trust Small Cap Growth AlphaDEX Fund 1.8 70 -25 1.8 -4.0
FDRR Fidelity Dividend ETF for Rising Rates 1.8 29 16 6.1 +0.4
MXDU Nationwide Maximum Diversification US Core Equity ETF 1.7 34 11 4.2 -1.5
GNR SPDR S&P Global Natural Resources ETF 1.7 40 5 5.5 -0.3
PRF Invesco FTSE RAFI US 1000 ETF 1.7 39 6 5.6 -0.2
SCHB Schwab U.S. Broad Market ETF 1.7 3 42 4.4 -1.3
VTHR Vanguard Russell 3000 Index Fund 1.7 10 35 4.4 -1.4
VTI Vanguard Total Stock Market Index Fund 1.7 3 42 4.4 -1.4
IWV iShares Russell 3000 ETF 1.7 20 25 4.3 -1.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 42 4.4 -1.4
SPXV ProShares S&P 500 Ex-Health Care ETF 1.7 27 18 4.2 -1.6
JHMM John Hancock Multifactor Mid Cap ETF 1.7 42 3 4.5 -1.3
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF 1.7 43 2 5.3 -0.5
DWM WisdomTree International Equity Fund 1.7 48 -3 6.7 +0.9
NUMV Nuveen ESG Mid-Cap Value ETF 1.7 40 5 5.4 -0.3
STLC iShares Factors US Blend Style ETF 1.7 25 20 5.3 -0.4
IYY iShares Dow Jones U.S. ETF 1.7 20 25 4.4 -1.4
FVAL Fidelity Value Factor ETF 1.7 29 16 6.3 +0.5
VONE Vanguard Russell 1000 ETF 1.7 8 37 4.5 -1.2
XVV iShares ESG Screened S&P 500 ETF 1.7 8 37 4.7 -1.0
YLDE ClearBridge Dividend Strategy ESG ETF 1.7 60 -15 4.4 -1.4
IWB iShares Russell 1000 ETF 1.7 15 30 4.5 -1.3
PQSG PGIM QMA Strategic Alpha Small-Cap Growth ETF 1.7 29 16 0.8 -5.0
RECS Columbia Research Enhanced Core ETF 1.7 15 30 5.2 -0.6
SPTM SPDR Portfolio Total Stock Market ETF 1.7 3 42 4.8 -1.0
IWY iShares Russell Top 200 Growth ETF 1.7 20 25 3.8 -1.9
ILCG iShares Morningstar Growth ETF 1.7 4 41 3.2 -2.6
PSM Principal U.S. Small-MidCap Multi-Factor Core Index ETF 1.7 20 25 0.0 -5.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.7 15 30 4.7 -1.1
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 33 6.5 +0.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.7 30 15 4.9 -0.9
CVY Invesco Zacks Multi-Asset Income ETF 1.7 94 -49 7.6 +1.9
ROUS Hartford Multifactor US Equity ETF 1.6 19 26 5.3 -0.4
GURU Global X Guru Index ETF 1.6 75 -30 2.6 -3.1
IDLB Invesco FTSE International Low Beta Equal Weight ETF 1.6 45 0 5.7 -0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.6 20 25 4.6 -1.2
VUG Vanguard Growth Index Fund 1.6 4 41 3.5 -2.2
SCHK Schwab 1000 Index ETF 1.6 5 40 4.5 -1.3
SCHX Schwab U.S. Large-Cap ETF 1.6 3 42 4.6 -1.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.6 65 -20 4.2 -1.6
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 42 4.5 -1.2
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 1.6 30 15 5.1 -0.7
EWS iShares MSCI Singapore ETF 1.6 51 -6 6.4 +0.6
FJP First Trust Japan AlphaDEX Fund 1.6 80 -35 7.8 +2.0
ADME Aptus Drawdown Managed Equity ETF 1.6 79 -34 3.4 -2.4
KRMA Global X Conscious Companies ETF 1.6 43 2 4.8 -1.0
PBUS Invesco PureBeta MSCI USA ETF 1.5 4 41 4.6 -1.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 16 4.3 -1.4
IGRO iShares International Dividend Growth ETF 1.5 15 30 6.6 +0.8
SPXE ProShares S&P 500 Ex-Energy ETF 1.5 27 18 4.6 -1.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 43 4.6 -1.1
VBK Vanguard Small-Cap Growth Index Fund 1.5 7 38 1.9 -3.9
ACWV iShares MSCI Global Min Vol Factor ETF 1.5 20 25 5.3 -0.5
PBP Invesco S&P 500 BuyWrite ETF 1.5 49 -4 4.2 -1.5
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 1.5 80 -35 6.8 +1.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 25 4.6 -1.2
IMFL Invesco International Developed Dynamic Multifactor ETF 1.5 34 11 6.9 +1.1
AFLG First Trust Active Factor Large Cap ETF 1.5 55 -10 4.5 -1.3
NULG Nuveen ESG Large-Cap Growth ETF 1.5 35 10 3.1 -2.7
ILCV iShares Morningstar Value ETF 1.5 4 41 5.8 +0.1
VV Vanguard Large-Cap Index Fund 1.5 4 41 4.6 -1.2
FID First Trust S&P International Dividend Aristocrats ETF 1.5 60 -15 8.2 +2.5
FLGR Franklin FTSE Germany ETF 1.5 9 36 6.5 +0.7
ESGU iShares MSCI USA ESG Optimized ETF 1.5 15 30 4.5 -1.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.5 35 10 5.0 -0.8
INTF iShares Edge MSCI Multifactor Intl ETF 1.5 30 15 7.1 +1.3
IVV iShares Core S&P 500 ETF 1.5 3 42 4.7 -1.1
VOO VANGUARD S&P 500 ETF 1.5 3 42 4.7 -1.1
SPLG SPDR Portfolio Large Cap ETF 1.5 3 42 4.7 -1.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.5 7 38 4.6 -1.2
SPY SPDR S&P 500 ETF Trust 1.5 9 36 4.6 -1.1
DBGR Xtrackers MSCI Germany Hedged Equity ETF 1.5 45 0 6.1 +0.3
EWG iShares MSCI Germany ETF 1.5 51 -6 6.0 +0.3
XYLG Global X S&P 500 Covered Call & Growth ETF 1.5 60 -15 4.3 -1.5
SLYG SPDR S&P 600 Small Cap Growth ETF 1.5 15 30 4.6 -1.1
AVDG AVDR US LargeCap ESG ETF 1.5 60 -15 4.5 -1.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.5 9 36 5.0 -0.7
JHML John Hancock Multifactor Large Cap ETF 1.5 29 16 4.7 -1.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.4 16 29 4.6 -1.1
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 27 4.6 -1.2
ONEO SPDR Russell 1000 Momentum Focus ETF 1.4 20 25 5.3 -0.5
SMEZ SPDR EURO STOXX Small Cap ETF 1.4 45 0 0.0 -5.8
VTV Vanguard Value Index Fund 1.4 4 41 6.1 +0.4
QUS SPDR MSCI USA StrategicFactors ETF 1.4 15 30 5.1 -0.6
TTAC TrimTabs US Free Cash Flow Quality ETF 1.4 59 -14 4.5 -1.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.4 39 6 6.5 +0.8
MAGA Point Bridge GOP Stock Tracker ETF 1.4 72 -27 4.9 -0.8
XSLV Invesco S&P SmallCap Low Volatility ETF 1.4 25 20 4.9 -0.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.4 70 -25 1.1 -4.6
VONG Vanguard Russell 1000 Growth Index Fund 1.4 8 37 3.8 -2.0
SNPE Xtrackers S&P 500 ESG ETF 1.4 10 35 4.7 -1.1
VLU SPDR S&P 1500 Value Tilt ETF 1.4 12 33 6.0 +0.2
IWF iShares Russell 1000 Growth ETF 1.4 19 26 3.7 -2.1
IMCG iShares Morningstar Mid-Cap Growth ETF 1.4 6 39 3.2 -2.6
XMHQ Invesco S&P MidCap Quality ETF 1.4 25 20 5.4 -0.3
VT Vanguard Total World Stock ETF 1.4 8 37 5.2 -0.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.4 46 -1 5.3 -0.5
EFIV SPDR S&P 500 ESG ETF 1.4 10 35 4.7 -1.1
OLD The Long-Term Care ETF 1.4 30 15 5.1 -0.7
SFY SoFi Select 500 ETF 1.4 0 45 4.6 -1.2
ESG FlexShares STOXX US ESG Impact Index Fund 1.4 32 13 4.6 -1.2
TOK iShares MSCI Kokusai ETF 1.4 25 20 4.8 -1.0
RESD WisdomTree International ESG Fund 1.4 30 15 5.9 +0.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.3 9 36 4.9 -0.9
IEFA iShares Core MSCI EAFE ETF 1.3 7 38 6.1 +0.3
IUSS Invesco Strategic US Small Company ETF 1.3 23 22 3.3 -2.5
SYV SPDR MFS Systematic Value Equity ETF 1.3 60 -15 0.0 -5.8
TPIF Timothy Plan International ETF 1.3 62 -17 5.6 -0.2
DBLV AdvisorShares DoubleLine Value Equity ETF 1.3 91 -46 5.4 -0.4
VALQ American Century STOXX U.S. Quality Value ETF 1.3 29 16 6.8 +1.0
QLC FlexShares US Quality Large Cap Index Fund 1.3 32 13 4.5 -1.2
BKLC BNY Mellon US Large Cap Core Equity ETF 1.3 0 45 4.6 -1.2
IWL iShares Russell Top 200 ETF 1.3 15 30 4.5 -1.3
OSCV Opus Small Cap Value Plus ETF 1.3 79 -34 4.0 -1.8
RNLC Large Cap US Equity Select ETF 1.3 60 -15 4.9 -0.9
EWJV iShares MSCI Japan Value ETF 1.3 15 30 8.3 +2.6
PDEV Principal International Multi-Factor Core Index ETF 1.3 25 20 6.5 +0.7
MGC Vanguard Mega Cap Index Fund 1.3 7 38 4.6 -1.2
SPDW SPDR Portfolio Developed World ex-US ETF 1.3 4 41 5.9 +0.1
IDEV iShares Core MSCI International Developed Markets ETF 1.3 5 40 6.0 +0.3
VIDI Vident International Equity Fund 1.2 59 -14 8.7 +2.9
MFMS Motley Fool Small-Cap Growth ETF 1.2 85 -40 0.7 -5.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 25 5.2 -0.6
KNGS UPHOLDINGS Compound Kings ETF 1.2 60 -15 3.1 -2.6
MOTI VanEck Vectors Morningstar International Moat ETF 1.2 58 -13 7.6 +1.9
URTH iShares MSCI World ETF 1.2 24 21 4.9 -0.9
VIGI Vanguard International Dividend Appreciation ETF 1.2 20 25 4.8 -0.9
FNDB Schwab Fundamental U.S. Broad Market Index ETF 1.2 25 20 5.3 -0.5
WOMN Impact Shares YWCA Women's Empowerment ETF 1.2 75 -30 4.3 -1.5
ETHO Etho Climate Leadership U.S. ETF 1.2 48 -3 3.7 -2.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.2 39 6 3.7 -2.1
VEA Vanguard FTSE Developed Markets ETF 1.2 5 40 6.2 +0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.2 29 16 5.0 -0.8
RNDV US Equity Dividend Select ETF 1.2 50 -5 6.3 +0.5
LOWC SPDR MSCI ACWI Low Carbon Target ETF 1.2 20 25 5.3 -0.5
TMFC Motley Fool 100 Index ETF 1.2 50 -5 3.2 -2.6
DIVB iShares U.S. Dividend & Buyback ETF 1.2 25 20 5.6 -0.1
SVAL iShares US Small Cap Value Factor ETF 1.2 20 25 7.1 +1.3
JHMD John Hancock Multifactor Developed International ETF 1.2 39 6 6.1 +0.3
MGMT Ballast Small/Mid Cap ETF 1.2 110 -65 5.3 -0.5
EWUS iShares MSCI United Kingdom Small Cap ETF 1.2 59 -14 5.0 -0.8
EWGS iShares MSCI Germany Small Cap ETF 1.2 59 -14 4.8 -1.0
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.2 30 15 7.7 +2.0
GCOW Pacer Global High Dividend ETF 1.2 60 -15 9.4 +3.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.2 63 -18 2.0 -3.8
DAX Global X DAX Germany ETF 1.2 21 24 6.4 +0.6
SPDV AAM S&P 500 High Dividend Value ETF 1.1 29 16 7.7 +1.9
SDY SPDR S&P Dividend ETF 1.1 35 10 5.6 -0.2
HLAL Wahed FTSE USA Shariah ETF 1.1 50 -5 4.0 -1.7
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 30 5.7 -0.1
NACP Impact Shares NAACP Minority Empowerment ETF 1.1 49 -4 4.4 -1.4
ACWI iShares MSCI ACWI ETF 1.1 32 13 5.0 -0.8
DMXF iShares ESG Advanced MSCI EAFE ETF 1.1 12 33 5.7 -0.1
SLT Pacer Salt High truBeta US Market ETF 1.1 60 -15 2.8 -3.0
PFI Invesco DWA Financial Momentum ETF 1.1 60 -15 6.6 +0.9
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.1 80 -35 5.5 -0.3
VSGX Vanguard ESG International Stock ETF 1.1 17 28 6.1 +0.3
ZDEU SPDR Solactive Germany ETF 1.1 14 31 0.0 -5.8
EQWL Invesco Russell Top 200 Equal Weight ETF 1.1 25 20 5.5 -0.3
FDD First Trust Stoxx European Select Dividend Index Fund 1.1 58 -13 8.3 +2.5
EPS WisdomTree U.S. Earnings 500 Fund 1.1 8 37 5.8 +0.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.1 39 6 5.6 -0.2
EFV iShares MSCI EAFE Value ETF 1.1 39 6 7.8 +2.0
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 1.1 7 38 6.2 +0.4
IQLT iShares Edge MSCI Intl Quality Factor ETF 1.0 30 15 5.1 -0.7
IWO iShares Russell 2000 Growth ETF 1.0 24 21 0.1 -5.7
HDEF Xtrackers MSCI EAFE High Dividend Yield Hedged Equity ETF 1.0 20 25 8.0 +2.3
HFXI IQ 50 Percent Hedged FTSE International ETF 1.0 20 25 6.2 +0.4
VTWG Vanguard Russell 2000 Growth Index Fund 1.0 15 30 0.2 -5.6
AVDE Avantis International Equity ETF 1.0 23 22 6.5 +0.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 6 5.1 -0.6
FDEV Fidelity Targeted International Factor ETF 1.0 39 6 5.6 -0.2
HLGE Hartford Longevity Economy ETF 1.0 44 1 5.9 +0.1
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 6 5.9 +0.1
SPHQ Invesco S&P 500 Quality ETF 1.0 15 30 4.4 -1.4
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 1.0 20 25 5.9 +0.2
SCHF Schwab International Equity ETF 1.0 6 39 6.2 +0.4
FNDX Schwab Fundamental U.S. Large Co. Index ETF 1.0 25 20 5.4 -0.4
SCHG Schwab U.S. Large-Cap Growth ETF 1.0 4 41 3.3 -2.5
CIL VictoryShares International Volatility Weighted Index ETF 1.0 45 0 5.9 +0.1
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 1.0 25 20 6.4 +0.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.0 9 36 4.8 -0.9
IUSG iShares Core S&P US Growth ETF 1.0 4 41 3.9 -1.9
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 1.0 45 0 5.9 +0.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.9 14 31 5.7 -0.1
SHE SPDR SSGA Gender Diversity Index ETF 0.9 20 25 3.9 -1.8
LSAT Leadershares Alphafactor Tactical Focused ETF 0.9 99 -54 7.0 +1.2
GSID Goldman Sachs MarketBeta International Equity ETF 0.9 20 25 6.0 +0.2
BBJP JPMorgan BetaBuilders Japan ETF 0.9 19 26 6.4 +0.6
LVHI Legg Mason International Low Volatility High Dividend ETF 0.9 40 5 8.1 +2.4
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.9 84 -39 4.3 -1.5
JPXN iShares JPX-Nikkei 400 ETF 0.9 48 -3 6.1 +0.4
DOL WisdomTree International LargeCap Dividend Fund 0.9 48 -3 6.7 +0.9
JPN Xtrackers Japan JPX-Nikkei 400 Equity ETF 0.9 9 36 6.5 +0.7
GSPY Gotham Enhanced 500 ETF 0.9 50 -5 4.6 -1.2
FLJP Franklin FTSE Japan ETF 0.9 9 36 6.5 +0.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.9 36 9 5.9 +0.1
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.9 47 -2 5.5 -0.3
EFA iShares MSCI EAFE ETF 0.9 32 13 5.9 +0.2
VXUS Vanguard Total International Stock ETF 0.9 8 37 6.3 +0.6
IQSI IQ Candriam ESG International Equity ETF 0.9 15 30 6.0 +0.3
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 0.9 61 -16 4.4 -1.4
FLJH Franklin FTSE Japan Hedged ETF 0.9 9 36 6.6 +0.8
AUSF Global X Adaptive U.S. Factor ETF 0.9 27 18 7.1 +1.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.9 35 10 6.0 +0.2
QWLD SPDR MSCI World StrategicFactors ETF 0.9 30 15 5.2 -0.5
IVW iShares S&P 500 Growth ETF 0.9 18 27 3.8 -2.0
IXUS ishares Core MSCI Total International Stock ETF 0.9 9 36 6.2 +0.4
IVLU iShares Edge MSCI Intl Value Factor ETF 0.9 30 15 9.3 +3.5
VOOG Vanguard S&P 500 Growth ETF 0.9 10 35 3.9 -1.9
SDG iShares Sustainable MSCI Global Impact ETF 0.9 49 -4 5.3 -0.5
WWJD Inspire International ESG ETF 0.9 80 -35 5.1 -0.7
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 41 3.9 -1.9
GBDV Global Beta Smart Income ETF 0.9 29 16 7.6 +1.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 59 -14 10.3 +4.5
IDV iShares International Select Dividend ETF 0.9 49 -4 9.0 +3.2
RNDM First Trust Developed International Equity Select ETF 0.9 65 -20 5.3 -0.5
VGK Vanguard FTSE Europe ETF 0.9 8 37 6.1 +0.3
IMTM iShares Edge MSCI Intl Momentum Factor ETF 0.8 30 15 3.9 -1.9
EURZ Xtrackers Eurozone Equity ETF 0.8 9 36 5.8 +0.1
GVAL Cambria Global Value ETF 0.8 65 -20 7.9 +2.2
ASEA Global X Southeast Asia ETF 0.8 65 -20 7.7 +1.9
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.8 58 -13 7.8 +2.0
FIVA Fidelity International Value Factor ETF 0.8 39 6 7.9 +2.1
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.8 47 -2 8.4 +2.6
DFJ WisdomTree Japan SmallCap Dividend Fund 0.8 58 -13 7.7 +1.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.8 25 20 5.8 +0.0
IWX iShares Russell Top 200 Value ETF 0.8 20 25 5.8 +0.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.8 12 33 4.4 -1.4
IEUR iShares Core MSCI Europe ETF 0.8 9 36 6.0 +0.3
HEWG iShares Currency Hedged MSCI Germany ETF 0.8 53 -8 6.1 +0.3
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 16 4.2 -1.6
ACWF iShares MSCI Global Multifactor ETF 0.8 35 10 6.6 +0.9
AGNG Global X Aging Population ETF 0.8 50 -5 3.1 -2.6
USMF WisdomTree U.S. Multifactor Fund 0.8 28 17 5.3 -0.5
SPEU SPDR Portfolio Europe ETF 0.8 9 36 6.0 +0.2
RODE Hartford Multifactor Diversified International ETF 0.8 29 16 9.4 +3.7
VWID Virtus WMC International Dividend ETF 0.8 49 -4 7.1 +1.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.8 45 0 6.9 +1.1
XSHQ Invesco S&P SmallCap Quality ETF 0.8 29 16 5.4 -0.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.8 60 -15 5.9 +0.1
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.8 42 3 4.7 -1.1
WLDR Affinity World Leaders Equity ETF 0.8 47 -2 7.7 +1.9
ESGD iShares MSCI EAFE ESG Optimized ETF 0.8 20 25 6.0 +0.2
IECS iShares Evolved U.S. Consumer Staples ETF 0.8 18 27 5.0 -0.8
CACG ClearBridge All Cap Growth ETF 0.8 53 -8 3.9 -1.8
PEXL Pacer US Export Leaders ETF 0.8 60 -15 3.8 -2.0
TECB iShares US Tech Breakthrough Multisector ETF 0.8 40 5 3.6 -2.2
LRGE ClearBridge Large Cap Growth ESG ETF 0.8 59 -14 3.1 -2.6
DTEC ALPS Disruptive Technologies ETF 0.8 50 -5 2.9 -2.9
VOT Vanguard Mid-Cap Growth Index Fund 0.8 7 38 2.7 -3.0
XMVM Invesco S&P MidCap Value with Momentum ETF 0.7 39 6 7.3 +1.5
HAP VanEck Vectors Natural Resources ETF 0.7 50 -5 4.6 -1.1
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.7 46 -1 6.2 +0.4
EWJ iShares MSCI Japan ETF 0.7 51 -6 6.1 +0.3
EFG iShares MSCI EAFE Growth ETF 0.7 40 5 3.9 -1.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.7 8 37 6.4 +0.6
MMLG First Trust Multi-Manager Large Growth ETF 0.7 85 -40 1.8 -4.0
VUSE Vident Core US Equity Fund 0.7 48 -3 6.3 +0.5
BKIE BNY Mellon International Equity ETF 0.7 4 41 6.3 +0.5
IQDF FlexShares International Quality Dividend Index Fund 0.7 47 -2 7.8 +2.1
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.7 58 -13 5.8 -0.0
RESP WisdomTree US ESG Fund of Benef Interest 0.7 28 17 5.1 -0.6
GENY Principal Millennials Index ETF 0.7 45 0 3.1 -2.6
ZJPN SPDR Solactive Japan ETF 0.7 14 31 0.0 -5.8
DFE WisdomTree Europe SmallCap Dividend Fund 0.7 58 -13 7.5 +1.8
EZU iShares MSCI Eurozone ETF 0.7 51 -6 5.5 -0.3
ACSG Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 0.7 16 29 5.8 +0.0
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.7 35 10 5.8 +0.0
RPV Invesco S&P 500 Pure Value ETF 0.7 35 10 8.3 +2.5
EFAD ProShares MSCI EAFE Dividend Growers ETF 0.7 51 -6 4.8 -1.0
IDHQ Invesco S&P International Developed Quality ETF 0.7 29 16 5.0 -0.8
IQDG WisdomTree International Quality Dividend Growth Fund 0.6 42 3 5.9 +0.1
NUDM Nuveen ESG International Developed Markets Equity ETF 0.6 40 5 5.6 -0.2
FLAX Franklin FTSE Asia Ex Japan ETF 0.6 19 26 6.5 +0.7
MGV Vanguard Mega Cap Value ETF 0.6 7 38 6.2 +0.5
PKW Invesco Buyback Achievers ETF 0.6 62 -17 6.9 +1.2
CSML IQ Chaikin U.S. Small Cap ETF 0.6 35 10 2.3 -3.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.6 39 6 7.8 +2.0
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.6 70 -25 5.8 +0.0
IOO iShares Global 100 ETF 0.6 40 5 4.7 -1.1
FLFR Franklin FTSE France ETF 0.6 9 36 5.4 -0.4
FLEE Franklin FTSE Europe ETF 0.6 9 36 6.0 +0.2
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 0.6 20 25 8.9 +3.2
VYMI Vanguard International High Dividend Yield ETF 0.6 27 18 8.6 +2.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.6 60 -15 4.8 -0.9
FLEH Franklin FTSE Europe Hedged ETF 0.6 9 36 6.1 +0.3
EWO iShares MSCI Austria ETF 0.6 51 -6 7.7 +1.9
AVDV Avantis International Small Cap Value ETF 0.6 36 9 6.3 +0.6
BUYZ Franklin Disruptive Commerce ETF 0.6 50 -5 -0.2 -5.9
BBEU JPMorgan BetaBuilders Europe ETF 0.6 9 36 6.2 +0.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.6 32 13 6.1 +0.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.6 41 4 6.0 +0.2
ACTV LeaderShares Activist Leaders ETF 0.6 75 -30 5.7 -0.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -30 2.3 -3.5
VLUE iShares MSCI USA Value Factor ETF 0.6 15 30 8.8 +3.1
SDIV Global X SuperDividend ETF 0.6 59 -14 14.0 +8.2
RBIN Nationwide Risk-Based International Equity ETF 0.6 42 3 5.7 -0.1
FTC First Trust Large Cap Growth AlphaDEX Fund 0.5 60 -15 2.8 -3.0
EWQ iShares MSCI France ETF 0.5 51 -6 5.0 -0.8
HKND Humankind US Stock ETF 0.5 209 -164 3.5 -2.3
RFEU First Trust Riverfront Dynamic Europe ETF 0.5 83 -38 4.7 -1.1
PFM Invesco Dividend Achievers ETF 0.5 53 -8 4.9 -0.8
PIZ Invesco DWA Developed Markets Momentum ETF 0.5 80 -35 3.5 -2.2
ENOR iShares MSCI Norway ETF 0.5 53 -8 7.7 +1.9
NORW Global X MSCI Norway ETF 0.5 50 -5 7.7 +1.9
QINT American Century Quality Diversified International ETF 0.5 39 6 6.2 +0.4
FTLB First Trust Hedged BuyWrite Income ETF 0.5 85 -40 5.0 -0.7
FTHI First Trust High Income ETF 0.5 85 -40 5.0 -0.7
XT iShares Exponential Technologies ETF 0.5 47 -2 4.6 -1.2
OEF iShares S&P 100 ETF 0.5 20 25 4.4 -1.4
IVAL Alpha Architect International Quantitative Value ETF 0.5 59 -14 7.6 +1.9
HJPX iShares Currency Hedged JPX-Nikkei 400 ETF 0.5 48 -3 6.1 +0.3
HART IQ Healthy Hearts ETF 0.5 45 0 4.5 -1.3
AIA iShares Asia 50 ETF 0.5 50 -5 5.9 +0.1
FSZ First Trust Switzerland AlphaDEX Fund 0.5 80 -35 3.8 -1.9
IUS Invesco Strategic US ETF 0.5 19 26 5.0 -0.8
DEFA iShares Adaptive Currency Hedged MSCI EAFE ETF 0.5 35 10 5.9 +0.1
HEFA iShares Currency Hedged MSCI EAFE ETF 0.5 35 10 5.9 +0.1
CWI SPDR MSCI ACWI ex-US ETF 0.4 30 15 6.0 +0.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -20 1.6 -4.2
IEHS iShares Evolved U.S. Healthcare Staples ETF 0.4 18 27 4.8 -1.0
EWD iShares MSCI Sweden ETF 0.4 51 -6 7.6 +1.8
RAFE PIMCO RAFI ESG U.S. ETF 0.4 30 15 6.3 +0.5
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.4 21 24 3.1 -2.7
VFMV Vanguard U.S. Minimum Volatility ETF 0.4 13 32 4.3 -1.4
ABEQ Absolute Core Strategy ETF 0.4 88 -43 3.8 -1.9
SPMO Invesco S&P 500 Momentum ETF 0.4 13 32 3.5 -2.3
ZCAN SPDR Solactive Canada ETF 0.4 14 31 0.0 -5.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 15 5.0 -0.8
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.4 46 -1 5.7 -0.1
RWL Invesco S&P 500 Revenue ETF 0.4 39 6 5.6 -0.1
ESGN Columbia Sustainable International Equity Income ETF 0.4 45 0 8.3 +2.5
SMDV ProShares Russell 2000 Dividend Growers ETF 0.4 41 4 4.9 -0.9
KSCD KFA Small Cap Quality Dividend Index ETF 0.4 51 -6 4.6 -1.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 26 5.0 -0.8
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 20 7.3 +1.5
HEWJ iShares Currency Hedged MSCI Japan ETF 0.4 51 -6 6.0 +0.2
IEV iShares Europe ETF 0.3 59 -14 5.7 -0.1
FLSW Franklin FTSE Switzerland ETF 0.3 9 36 5.0 -0.8
NVQ QRAFT AI-Enhanced US Next Value ETF 0.3 75 -30 6.9 +1.1
EFNL iShares MSCI Finland Capped ETF 0.3 53 -8 4.7 -1.1
HEZU iShares Currency Hedged MSCI Eurozone ETF 0.3 54 -9 5.4 -0.3
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.3 28 17 5.8 +0.0
FOVL iShares Focused Value Factor ETF 0.3 25 20 8.3 +2.5
ENZL iShares MSCI New Zealand Capped ETF 0.3 51 -6 2.9 -2.9
IEFN iShares Evolved U.S. Financials ETF 0.3 18 27 7.1 +1.4
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF 0.3 35 10 6.2 +0.4
JSML Janus Henderson Small Cap Growth Alpha ETF 0.3 30 15 5.1 -0.7
BFOR Barron's 400 ETF 0.3 65 -20 5.5 -0.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.3 39 6 6.0 +0.2
EIS iShares MSCI Israel ETF 0.3 59 -14 6.8 +1.1
ISRA VanEck Vectors Israel ETF 0.3 62 -17 5.6 -0.2
IPKW Invesco International BuyBack Achievers ETF 0.3 55 -10 6.3 +0.5
ANEW ProShares MSCI Transformational Changes ETF 0.3 45 0 2.7 -3.1
SPVU Invesco S&P 500 Enhanced Value ETF 0.3 13 32 8.2 +2.5
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 20 5.7 -0.1
MDY SPDR S&P Midcap 400 ETF Trust 0.2 23 22 5.1 -0.7
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.2 50 -5 3.5 -2.3
EWC iShares MSCI Canada ETF 0.2 51 -6 5.9 +0.1
IWC iShares Micro-Cap ETF 0.2 60 -15 -2.5 -8.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.2 35 10 4.8 -1.0
XSMO Invesco S&P SmallCap Momentum ETF 0.2 39 6 3.8 -2.0
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.2 58 -13 5.9 +0.2
BBCA JPMorgan BetaBuilders Canada ETF 0.2 19 26 6.1 +0.3
EWK iShares MSCI Belgium Capped ETF 0.2 51 -6 6.1 +0.3
EIRL iShares MSCI Ireland Capped ETF 0.2 51 -6 4.5 -1.3
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -7 5.6 -0.2
VFVA Vanguard U.S. Value Factor ETF 0.2 14 31 7.8 +2.0
IQDE FlexShares International Quality Dividend Defensive Index ET 0.2 47 -2 7.7 +1.9
SQEW LeaderShares Equity Skew ETF 0.2 75 -30 5.5 -0.3
FLGB Franklin FTSE United Kingdom ETF 0.2 9 36 6.7 +1.0
QEFA SPDR MSCI EAFE Quality Mix ETF 0.2 30 15 5.8 -0.0
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.2 35 10 5.9 +0.1
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.2 35 10 5.9 +0.1
HIPR Direxion High Growth ETF 0.2 40 5 4.0 -1.8
VFLQ Vanguard U.S. Liquidity Factor ETF 0.2 14 31 3.3 -2.5
IDMO Invesco S&P International Developed Momentum ETF 0.1 25 20 3.6 -2.2
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 32 2.6 -3.1
STLG iShares Factors US Growth Style ETF 0.1 25 20 4.7 -1.1
GBLO Global Beta Low Beta ETF 0.1 29 16 6.5 +0.7
CALF Pacer US Small Cap Cash Cows 100 ETF 0.1 59 -14 8.1 +2.3
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -35 7.6 +1.8
SHLD Victoryshares Protect America ETF 0.1 60 -15 6.4 +0.6
HEWC iShares Currency Hedged MSCI Canada ETF 0.1 54 -9 5.8 +0.1
IETC iShares Evolved U.S. Technology ETF 0.1 18 27 3.6 -2.2
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.1 23 22 6.0 +0.3
VFMF Vanguard U.S. Multifactor ETF 0.1 19 26 6.1 +0.4
SDGA Impact Shares Sustainable Development Goals Global ETF 0.0 75 -30 5.3 -0.5
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.0 18 27 3.3 -2.5
AVUS Avantis U.S. Equity ETF 0.0 15 30 4.8 -0.9
DFAU Dimensional US Core Equity Market ETF 0.0 12 33 4.7 -1.1
GXC SPDR S&P China ETF 0.0 59 -14 7.1 +1.4
FLCH Franklin FTSE China ETF 0.0 19 26 7.7 +1.9
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 -20 6.4 +0.6
IWP iShares Russell Mid-Cap Growth ETF 0.0 24 21 2.8 -2.9
PBEE Invesco PureBeta FTSE Emerging Markets ETF 0.0 16 29 7.1 +1.3
SCHE Schwab Emerging Markets Equity ETF 0.0 11 34 7.1 +1.3
VWO Vanguard FTSE Emerging Markets ETF 0.0 10 35 7.0 +1.2

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

  2016 2017 2018 2019 2020 2021E 2022E
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
  2020 2021E 2022E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 FlexShares Global Quality Real Estate Index Fund
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 9.1 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 45 bp
Equals: ALTAR Score 5.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 CATEGORY
AVERAGE		 1.47
 
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.