Global X PureCap MSCI Energy ETF
ALTAR
Score™		 6.4% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 22.0x P/Sales
ratio		 1.7x
P/BV
ratio		 2.6x Div.
yield		 2.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Global X PureCap MSCI Energy ETF seeks to provide investors with exposure to companies in the energy sector that are primarily involved in oil, gas, and consumable fuels, as well as energy equipment and services, by tracking the performance of an index that focuses on these industries.

FUND BASICS
Category US Equities
Fund Sponsor Global X
Website www.globalxetfs.com/GXPE
Inception date Jul 22, 2025
Assets (mns) $2
Currency USD
Expense ratio 25 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 22
Wgt avg mkt cap (mns) $234,826
Large cap (>$10bn) 0.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 0.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
EXXON MOBIL CORP 30.1 %
CHEVRON CORP 16.9 %
CONOCOPHILLIPS 7.1 %
WILLIAMS COS INC 4.2 %
SCHLUMBERGER LTD 3.6 %
EOG RESOURCES, INC. 3.5 %
VALERO ENERGY CORP 3.4 %
MARATHON PETROLEUM 3.1 %
KINDER MORGAN INC 3.1 %
PHILLIPS 66 3.0 %
Total 77.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.0 %










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.
33.6% -- -- -- 38.1%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $34.56
30d moving avg. $34.39
Annualized volatility 0.0%
Short interest (ETF) 0.4%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 1
Turnover 1.7%
Bid/Ask (% of price) 0.19%
ADV underlying (mns) $13,084

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 564 potential alternatives to the Global X PureCap MSCI Energy ETF ETF based on the alternatives' overlap in portfolio holdings with GXPE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: GXPE Expense: 25 bp ALTAR Score™: 6.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH GXPE
Ticker Fund
Name		 Overlap1
vs GXPE
(%)		 Expense
ratio
(bp)		 Savings
vs GXPE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs GXPE
(%)
XLE Energy Select Sector SPDR 90.2 8 17 6.7 +0.3
FENY Fidelity MSCI Energy Index ETF 84.5 8 17 6.6 +0.2
VDE Vanguard Energy ETF 83.1 9 16 6.5 +0.1
DRLL Strive U.S. Energy ETF 66.0 41 -16 7.6 +1.2
FTXN First Trust Nasdaq Oil & Gas ETF 62.4 60 -35 8.3 +1.9
IXC iShares Global Energy ETF 57.9 44 -19 7.0 +0.6
RSPG Invesco S&P 500 Equal Weight Energy ETF 56.6 40 -15 8.0 +1.6
IGE iShares North American Natural Resources ETF 48.5 41 -16 5.5 -0.9
FXN First Trust Energy AlphaDEX Fund 40.2 62 -37 9.8 +3.4
PXI Invesco Dorsey Wright Energy Momentum ETF 37.0 60 -35 5.0 -1.5
TEXN iShares Texas Equity ETF 33.0 20 5 5.0 -1.4
LVDS JPMorgan Fundamental Data Science Large Value ETF 29.6 49 -24 5.0 -1.4
NANR SPDR S&P North American Natural Resources ETF 29.1 35 -10 6.2 -0.2
IEO iShares U.S. Oil & Gas Exploration & Production ETF 28.1 40 -15 9.4 +3.0
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 27.8 35 -10 9.4 +3.0
NVIR Horizon Kinetics Energy and Remediation ETF 27.8 85 -60 4.9 -1.5
FDL First Trust Morningstar Dividend Leaders Index Fund 26.6 45 -20 8.9 +2.5
LNGX Global X U.S. Natural Gas ETF 24.8 45 -20 9.5 +3.1
EQRR ProShares Equities for Rising Rates ETF 24.5 35 -10 5.9 -0.5
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 22.3 55 -30 4.5 -1.9
HDV iShares Core High Dividend ETF 21.8 8 17 29.9 +23.5
LGCF Themes US Cash Flow Champions ETF 21.5 30 -5 7.3 +0.8
USCF Themes US Cash Flow Champions ETF 21.2 29 -4 7.7 +1.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 20.1 60 -35 7.5 +1.1
AVIE Avantis  Inflation Focused Equity ETF 20.0 25 0 6.0 -0.4
USAI Pacer American Energy Independence ETF 18.9 75 -50 3.4 -3.0
BESF Bastion Energy ETF 18.6 80 -55 8.6 +2.2
EIPI FT Energy Income Partners Enhanced Income ETF 18.5 110 -85 5.2 -1.2
AMZA InfraCap MLP ETF 18.1 164 -139 5.7 -0.7
HAP VanEck Natural Resources ETF 17.6 50 -25 6.5 +0.1
VFLO VictoryShares Free Cash Flow ETF 17.5 39 -14 7.7 +1.3
EIPX FT Energy Income Partners Strategy ETF 17.1 95 -70 5.6 -0.8
SPVU Invesco S&P 500 Enhanced Value ETF 17.0 13 12 8.5 +2.1
FCG First Trust Natural Gas ETF 16.9 60 -35 12.9 +6.5
DIVL Madison Dividend Value ETF 16.9 65 -40 4.7 -1.7
FTWO Strive FAANG 2.0 ETF 16.6 49 -24 3.8 -2.6
PXE Invesco Energy Exploration & Production ETF 16.2 60 -35 11.2 +4.8
TXS Texas Capital Texas Equity Index ETF 15.3 49 -24 5.0 -1.5
SCHD Schwab US Dividend Equity ETF 15.2 6 19 8.1 +1.7
PWV Invesco Large Cap Value ETF 15.2 55 -30 6.3 -0.1
COWZ Pacer US Cash Cows 100 ETF 15.1 49 -24 7.7 +1.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 15.1 49 -24 7.6 +1.2
FTDS First Trust Dividend Strength ETF 15.1 70 -45 6.9 +0.5
UMI USCF Midstream Energy Income Fund ETF 14.9 85 -60 3.9 -2.6
ENFR Alerian Energy Infrastructure ETF 14.9 35 -10 4.2 -2.2
EINC VanEck Energy Income ETF 14.9 48 -23 4.3 -2.2
MLPX Global X MLP & Energy Infrastructure ETF 14.9 45 -20 4.1 -2.3
TPYP Tortoise North American Pipeline Fund 14.9 40 -15 4.8 -1.7
MLPI NEOS MLP & Engy Infras Hi Inc ETF 14.9 68 -43 3.9 -2.5
DURA VanEck Durable High Dividend ETF 14.8 29 -4 6.3 -0.1
IVRA Invesco Real Assets ESG ETF 14.7 59 -34 6.2 -0.2
DFLV Dimensional US Large Cap Value ETF 14.5 22 3 6.2 -0.2
SHRY First Trust Bloomberg Shareholder Yield ETF 14.5 60 -35 8.4 +2.0
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 14.4 59 -34 2.8 -3.6
DHS WisdomTree U.S. High Dividend Fund 13.8 38 -13 8.1 +1.7
MAGA Point Bridge America First ETF 13.6 72 -47 5.1 -1.3
GNR SPDR S&P Global Natural Resources ETF 13.5 40 -15 8.2 +1.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 13.5 46 -21 7.4 +1.0
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 13.5 46 -21 4.9 -1.5
TPHD Timothy Plan High Dividend Stock ETF 13.3 52 -27 5.9 -0.5
MFVL Motley Fool Value Factor ETF 13.3 50 -25 5.7 -0.7
LYLD Cambria Large Cap Shareholder Yield ETF 12.8 59 -34 8.3 +1.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 12.8 54 -29 5.8 -0.6
QDIV Global X S&P 500 Quality Dividend ETF 12.4 20 5 7.9 +1.5
TMLP Tortoise MLP ETF 12.4 50 -25 6.7 +0.3
BGIG Bahl & Gaynor Income Growth ETF 12.3 45 -20 4.5 -1.9
EQIN Columbia US Equity Income ETF 12.0 35 -10 6.2 -0.2
IMCV iShares Morningstar Mid-Cap Value ETF 11.8 6 19 7.0 +0.6
VOE Vanguard Mid-Cap Value ETF 11.7 7 18 6.8 +0.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 11.5 35 -10 6.9 +0.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 11.4 38 -13 6.8 +0.4
DFUV Dimensional US Marketwide Value ETF 11.3 22 3 6.2 -0.2
STXV Strive 1000 Value ETF 11.0 18 7 6.9 +0.5
SURE AdvisorShares Insiders Advantage ETF 10.6 90 -65 8.0 +1.6
DLN WisdomTree U.S. LargeCap Dividend Fund 10.6 28 -3 5.4 -1.0
GII SPDR S&P Global Infrastructure ETF 10.4 40 -15 4.1 -2.3
IGF iShares Global Infrastructure ETF 10.4 41 -16 4.1 -2.3
FTA First Trust Large Cap Value AlphaDEX Fund 10.3 59 -34 7.7 +1.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 10.3 60 -35 6.1 -0.3
MDLV Morgan Dempsey Large Cap Value ETF 10.2 58 -33 5.8 -0.6
AGQI First Trust Active Global Quality Income ETF 10.1 85 -60 6.4 -0.0
RDIV Invesco S&P Ultra Dividend Revenue ETF 9.8 39 -14 9.7 +3.3
SDOG ALPS Sector Dividend Dogs ETF 9.8 36 -11 8.4 +2.0
ONEY State Street SPDR Russell 1000 Yield Focus ETF 9.7 20 5 8.7 +2.3
AVMV Avantis U.S. Mid Cap Value ETF 9.6 20 5 7.2 +0.8
CRAK VanEck Oil Refiners ETF 9.5 61 -36 8.7 +2.3
DGRW WisdomTree US Quality Dividend Growth Fund 9.4 28 -3 5.0 -1.4
DTD WisdomTree U.S. Total Dividend Fund 9.4 28 -3 5.7 -0.7
MFMO Motley Fool Momentum Factor ETF 9.4 50 -25 2.0 -4.4
AKAF The Frontier Economic Fund 9.4 20 5 5.1 -1.3
DGLO First Trust RBA Deglobalization ETF 9.2 70 -45 5.3 -1.1
VYM Vanguard High Dividend Yield Index ETF 9.2 6 19 6.1 -0.4
DIVG Invesco S&P 500 High Dividend Growers ETF 9.1 39 -14 7.4 +1.0
FNDX Schwab Fundamental US Large Co. Index ETF 9.1 25 0 6.2 -0.2
AVLV Avantis U.S. Large Cap Value ETF 9.1 15 10 5.9 -0.5
DEW WisdomTree Global High Dividend Fund 9.1 58 -33 7.2 +0.8
EMLP First Trust North American Energy Infrastructure Fund 9.0 95 -70 4.5 -1.9
RPV Invesco S&P 500 Pure Value ETF 8.8 35 -10 9.0 +2.5
RBLD First Trust Alerian US NextGen Infrastructure ETF 8.8 65 -40 3.7 -2.7
FNDB Schwab Fundamental US Broad Market Index ETF 8.4 25 0 6.2 -0.2
MBOX Freedom Day Dividend ETF 8.3 39 -14 6.9 +0.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 8.3 30 -5 8.8 +2.4
VO Vanguard Mid-Cap ETF 8.3 4 21 21.2 +14.7
DIVB iShares Core Dividend ETF 8.2 5 20 7.3 +0.8
DIVN Horizon Dividend Income ETF 8.1 70 -45 6.6 +0.2
IUS Invesco RAFI Strategic US ETF 8.0 19 6 5.7 -0.8
PXJ Invesco Oil & Gas Services ETF 8.0 63 -38 2.5 -3.9
OIH VanEck Oil Services ETF 8.0 35 -10 2.3 -4.1
IEZ iShares U.S. Oil Equipment & Services ETF 8.0 40 -15 2.4 -4.0
XES State Street SPDR S&P Oil & Gas Equipment & Services ETF 8.0 35 -10 1.1 -5.3
VTV Vanguard Value ETF 7.9 4 21 5.9 -0.5
PKW Invesco Buyback Achievers ETF 7.9 62 -37 7.3 +0.8
VLU State Street SPDR S&P 1500 Value Tilt ETF 7.8 12 13 6.2 -0.2
YLDE ClearBridge Dividend Strategy ESG ETF 7.7 60 -35 5.1 -1.3
FUNL CornerCap Fundametrics Large-Cap ETF 7.7 50 -25 6.2 -0.2
DFVX Dimensional US Large Cap Vector ETF 7.6 22 3 5.3 -1.2
PRXV Praxis Impact Large Cap Value ETF 7.6 36 -11 5.7 -0.8
VOOV Vanguard S&P 500 Value ETF 7.6 7 18 5.6 -0.8
VUSV Vanguard Wellington U.S. Value Active ETF 7.5 30 -5 5.8 -0.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 7.5 4 21 5.7 -0.7
IVE iShares S&P 500 Value ETF 7.5 18 7 5.5 -0.9
ACEP ARS Core Equity ETF 7.5 45 -20 4.2 -2.3
PTL Inspire 500 ETF 7.4 9 16 4.4 -2.1
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 7.1 7 18 10.2 +3.8
ECML Euclidean Fundamental Value ETF 7.1 95 -70 8.8 +2.4
IUSV iShares Core S&P US Value ETF 7.1 4 21 5.8 -0.6
IMCB iShares Morningstar Mid-Cap ETF 7.1 4 21 5.3 -1.1
SPDV AAM S&P 500 High Dividend Value ETF 7.0 29 -4 10.9 +4.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.0 38 -13 5.2 -1.2
STRN SMART Trend 25 ETF 7.0 59 -34 2.6 -3.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.0 7 18 6.7 +0.3
FPWR First Trust EIP Power Solutions ETF 6.9 96 -71 4.2 -2.2
FDVV Fidelity High Dividend ETF 6.8 15 10 6.8 +0.3
EVUS iShares ESG Aware MSCI USA Value ETF 6.7 18 7 5.6 -0.8
MGV Vanguard Mega Cap Value ETF 6.7 7 18 5.5 -0.9
RWL Invesco S&P 500 Revenue ETF 6.7 39 -14 5.8 -0.6
SCHV Schwab U.S. Large-Cap Value ETF 6.6 4 21 5.7 -0.7
GCOW Pacer Global Cash Cows Dividend ETF 6.6 60 -35 9.1 +2.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.6 52 -27 4.9 -1.5
EBI Longview Advantage ETF 6.6 35 -10 6.0 -0.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.5 65 -40 4.8 -1.7
SYLD Cambria Shareholder Yield ETF 6.5 59 -34 10.2 +3.8
IWX iShares Russell Top 200 Value ETF 6.5 20 5 5.1 -1.3
BGDV Bahl & Gaynor Dividend ETF 6.5 45 -20 3.9 -2.5
ILCV iShares Morningstar Value ETF 6.5 4 21 5.4 -1.1
TIME Clockwise Core Equity & Innovation ETF 6.4 95 -70 2.1 -4.3
IWD iShares Russell 1000 Value ETF 6.4 19 6 5.4 -1.0
VFVA Vanguard U.S. Value Factor ETF 6.3 13 12 9.4 +3.0
VONV Vanguard Russell 1000 Value ETF 6.3 7 18 5.5 -0.9
GDIV Harbor Dividend Growth Leaders ETF 6.3 50 -25 4.0 -2.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 6.3 15 10 4.3 -2.1
CSTK Invesco Comstock Contrarian Equity ETF 6.2 35 -10 5.9 -0.5
PRF Invesco FTSE RAFI US 1000 ETF 6.2 34 -9 5.7 -0.7
DVY iShares Select Dividend ETF 6.2 38 -13 8.0 +1.6
IWS iShares Russell Mid-Cap Value ETF 6.2 23 2 6.1 -0.3
FEX First Trust Large Cap Core AlphaDEX Fund 6.1 59 -34 5.0 -1.4
WOMN Impact Shares YWCA Women's Empowerment ETF 6.1 75 -50 4.8 -1.6
GRNY Fundstrat Granny Shots US Large Cap ETF 6.1 75 -50 2.1 -4.3
HGRO Hedgeye Quality Growth ETF 6.0 70 -45 3.3 -3.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.0 58 -33 4.9 -1.5
SSPY Syntax Stratified LargeCap ETF 6.0 30 -5 6.1 -0.3
BDIV AAM Brentview Dividend Growth ETF 6.0 49 -24 3.6 -2.8
WTV WisdomTree US Value Fund of Benef Interest 6.0 12 13 7.9 +1.5
YOKE Yoke Core ETF 5.9 42 -17 3.7 -2.7
BIBL Inspire 100 ETF 5.9 35 -10 4.2 -2.2
JHDV John Hancock U.S. High Dividend ETF 5.9 34 -9 6.1 -0.4
SPGP Invesco S&P 500 GARP ETF 5.9 34 -9 5.8 -0.7
TBG TBG Dividend Focus ETF 5.7 59 -34 6.3 -0.1
CCNR ALPS CoreCommodity Natural Resources ETF 5.7 39 -14 7.8 +1.4
XOEF iShares S&P 500 ex S&P 100 ETF 5.7 20 5 4.7 -1.7
IWR iShares Russell Midcap ETF 5.7 19 6 5.4 -1.0
UDI USCF Dividend Income Fund 5.5 65 -40 6.7 +0.3
REVS Columbia Research Enhanced Value ETF 5.5 19 6 6.7 +0.3
FBCV Fidelity Blue Chip Value ETF 5.5 59 -34 5.8 -0.6
XMAG Defiance Large Cap ex-Mag 7 ETF 5.4 35 -10 4.4 -2.0
GOP Unusual Whales Subversive Republican Trading ETF 5.4 50 -25 4.2 -2.2
IFRA iShares U.S. Infrastructure ETF 5.3 30 -5 5.3 -1.1
AFOS ARS Focused Opportunities Strategy ETF 5.3 45 -20 2.0 -4.4
HLAL Wahed FTSE USA Shariah ETF 5.3 50 -25 3.7 -2.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 5.3 27 -2 6.4 +0.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.3 29 -4 6.6 +0.2
GVUS Marketbeta Russell 1000 Value Equity ETF 5.2 12 13 5.5 -0.9
DGRO iShares Core Dividend Growth ETF 5.2 8 17 5.6 -0.8
EQAL Invesco Russell 1000 Equal Weight ETF 5.2 20 5 6.1 -0.4
NACP Impact Shares NAACP Minority Empowerment ETF 5.1 49 -24 3.8 -2.6
CBSE Clough Select Equity ETF 5.1 85 -60 0.4 -6.1
FAB First Trust Multi Cap Value AlphaDEX Fund 5.1 67 -42 8.6 +2.2
SIZE iShares MSCI USA Size Factor ETF 5.1 15 10 5.5 -0.9
ABEQ Absolute Select Value ETF 5.1 85 -60 4.4 -2.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.1 19 6 5.0 -1.4
FLV American Century Focused Large Cap Value ETF 5.0 42 -17 6.0 -0.4
CRTC Xtrackers US National Critical Technologies ETF 5.0 35 -10 4.2 -2.2
QUVU Hartford Quality Value ETF 4.9 46 -21 5.5 -0.9
EPS WisdomTree U.S. LargeCap Fund 4.9 8 17 4.8 -1.7
DIVZ TrueShares Low Volatility Equity Income ETF 4.8 65 -40 5.9 -0.5
YALL God Bless America ETF 4.8 65 -40 4.2 -2.2
JPEF JPMorgan Equity Focus ETF 4.8 50 -25 3.7 -2.7
FTGS First Trust Growth Strength ETF 4.8 60 -35 3.6 -2.8
SMRI Bushido Capital US Equity ETF 4.8 71 -46 7.9 +1.5
FELV Fidelity Enhanced Large Cap Value ETF 4.7 18 7 5.7 -0.7
DIVE Dana Concentrated Dividend ETF 4.7 65 -40 6.8 +0.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 4.6 52 -27 5.2 -1.3
SMOT VanEck Morningstar SMID Moat ETF 4.6 49 -24 6.5 +0.0
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.6 15 10 5.0 -1.4
GKAT Scharf Global Opportunity ETF 4.6 57 -32 5.8 -0.6
EUSA iShares MSCI USA Equal Weighted ETF 4.6 9 16 5.5 -0.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 4.5 49 -24 7.8 +1.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 4.5 20 5 6.1 -0.3
ZIG Acquirers Fund 4.4 84 -59 20.2 +13.8
FEGE First Eagle Global Equity ETF 4.4 79 -54 6.0 -0.4
DSPY Tema S&P 500 Historical Weight ETF 4.4 18 7 4.5 -2.0
COWS Amplify Cash Flow Dividend Leaders ETF 4.4 0 25 7.5 +1.1
AVMC Avantis U.S. Mid Cap Equity ETF 4.4 18 7 6.0 -0.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.3 18 7 6.8 +0.4
GINX SGI Enhanced Global Income ETF 4.3 98 -73 6.7 +0.3
AVUS Avantis U.S. Equity ETF 4.3 15 10 4.8 -1.7
VSDA VictoryShares Dividend Accelerator ETF 4.3 35 -10 6.5 +0.1
SPXT ProShares S&P 500 Ex-Technology ETF 4.3 9 16 4.8 -1.6
SFGV Sequoia Global Value ETF 4.3 23 2 7.2 +0.7
FLDZ RiverNorth Patriot ETF 4.2 75 -50 5.5 -0.9
DFAC Dimensional U.S. Core Equity 2 ETF 4.2 17 8 4.7 -1.7
IQRA IQ CBRE Real Assets ETF 4.2 65 -40 5.7 -0.8
TOPC iShares S&P 500 3% Capped ETF 4.2 15 10 4.4 -2.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.2 9 16 5.2 -1.2
DCOR Dimensional US Core Equity 1 ETF 4.2 14 11 4.6 -1.8
SDY State Street SPDR S&P Dividend ETF 4.2 35 -10 6.1 -0.3
RSP Invesco S&P 500 Equal Weight ETF 4.2 20 5 5.9 -0.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 4.2 60 -35 4.7 -1.8
SPMV Invesco S&P 500 Minimum Variance ETF 4.1 10 15 5.2 -1.2
NUDV Nuveen ESG Dividend ETF 4.1 26 -1 6.1 -0.3
FMDE Fidelity Enhanced Mid Cap ETF 4.1 23 2 5.4 -1.0
JAVA JPMorgan Active Value ETF 4.1 44 -19 5.5 -0.9
QLV FlexShares US Quality Low Volatility Index Fund 4.0 22 3 5.0 -1.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.0 29 -4 5.7 -0.8
STOX Horizon Core Equity ETF 3.9 70 -45 3.6 -2.8
SFTY Horizon Managed Risk ETF 3.9 77 -52 3.5 -2.9
DVND Touchstone Dividend Select ETF 3.9 67 -42 5.3 -1.1
LIVR Intelligent Livermore ETF 3.9 69 -44 2.9 -3.5
DXUV Dimensional US Vector Equity ETF 3.9 28 -3 5.3 -1.2
CFA VictoryShares US 500 Volatility Wtd ETF 3.9 35 -10 5.3 -1.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.9 40 -15 5.3 -1.2
RVRB Reverb ETF 3.9 30 -5 4.2 -2.2
BRIF FIS Bright Portfolios Focused Equity ETF 3.9 65 -40 3.6 -2.9
SUSA iShares MSCI USA ESG Select ETF 3.8 25 0 4.0 -2.4
QUAL iShares MSCI USA Quality Factor ETF 3.8 15 10 4.5 -1.9
ESGU iShares ESG Aware MSCI USA ETF 3.8 15 10 4.2 -2.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.8 85 -60 2.7 -3.8
USMC Principal U.S. Mega-Cap ETF 3.8 12 13 3.6 -2.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.7 15 10 6.4 -0.1
DFAU Dimensional US Core Equity Market ETF 3.7 12 13 4.3 -2.1
IWP iShares Russell Mid-Cap Growth ETF 3.7 23 2 2.9 -3.6
TCAI Tortoise AI Infrastructure ETF 3.7 65 -40 1.3 -5.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.7 35 -10 5.7 -0.7
MTUM iShares MSCI USA Momentum Factor ETF 3.7 15 10 2.5 -4.0
RAUS RACWI US ETF 3.7 15 10 4.2 -2.2
VNSE Natixis Vaughan Nelson Select ETF 3.7 80 -55 3.3 -3.2
VV Vanguard Large-Cap ETF 3.7 4 21 4.1 -2.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.7 47 -22 4.9 -1.5
GXLC Global X U.S. 500 ETF 3.7 2 23 4.1 -2.3
STRV Strive 500 ETF 3.6 5 20 4.1 -2.3
ADME Aptus Drawdown Managed Equity ETF 3.6 79 -54 3.3 -3.1
SHE State Street SPDR MSCI USA Gender Diversity ETF 3.6 20 5 4.5 -2.0
TOV JLens 500 Jewish Advocacy U.S. ETF 3.6 18 7 3.9 -2.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.6 49 -24 4.6 -1.8
VOO Vanguard S&P 500 ETF 3.6 3 22 4.2 -2.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 3.6 8 17 4.4 -2.0
DSTL Distillate US Fundamental Stability & Value ETF 3.5 39 -14 7.7 +1.3
ILCB iShares Morningstar U.S. Equity ETF 3.5 3 22 4.1 -2.3
CATH Global X S&P 500 Catholic Values Custom ETF 3.5 29 -4 4.0 -2.4
SPY SPDR S&P 500 ETF 3.5 9 16 4.2 -2.2
SPYM State Street SPDR Portfolio S&P 500 ETF 3.5 2 23 4.2 -2.2
CHRI Global X S&P 500 Christian Values ETF 3.5 29 -4 4.0 -2.5
IVV iShares Core S&P 500 ETF 3.5 3 22 4.2 -2.2
GSPY Gotham Enhanced 500 ETF 3.5 50 -25 4.4 -2.0
RFFC ALPS Active Equity Opportunity ETF 3.5 48 -23 3.7 -2.8
JGLO JPMorgan Global Select Equity ETF 3.5 33 -8 4.3 -2.2
SCHX Schwab U.S. Large-Cap ETF 3.5 3 22 4.3 -2.1
USMV iShares MSCI USA Min Vol Factor ETF 3.5 15 10 5.3 -1.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.4 45 -20 3.6 -2.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.4 60 -35 4.1 -2.3
INRO iShares U.S. Industry Rotation Active ETF 3.4 42 -17 3.6 -2.8
PFM Invesco Dividend Achievers ETF 3.4 53 -28 4.7 -1.7
IWB iShares Russell 1000 ETF 3.4 15 10 4.2 -2.2
VONE Vanguard Russell 1000 ETF 3.4 7 18 4.3 -2.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 3.4 5 20 7.5 +1.1
VRAI Virtus Real Asset Income ETF 3.4 55 -30 8.2 +1.8
DFUS Dimensional U.S. Equity ETF 3.4 9 16 4.1 -2.3
IYY iShares Dow Jones U.S. ETF 3.4 20 5 4.1 -2.3
VIG Vanguard Dividend Appreciation ETF 3.4 5 20 4.9 -1.5
SCHK Schwab 1000 Index ETF 3.4 5 20 4.3 -2.1
OEI Optimized Equity Income ETF 3.4 75 -50 3.5 -3.0
VFMV Vanguard U.S. Minimum Volatility ETF 3.4 13 12 5.6 -0.8
NULV Nuveen ESG Large-Cap Value ETF 3.4 26 -1 5.1 -1.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.3 50 -25 8.3 +1.9
EDOW First Trust Dow 30 Equal Weight ETF 3.3 50 -25 4.7 -1.7
BLCV iShares Large Cap Value Active ETF 3.3 53 -28 6.4 -0.0
SPXN ProShares S&P 500 Ex-Financials ETF 3.3 9 16 4.0 -2.4
GQI Natixis Gateway Quality Income ETF 3.3 34 -9 4.5 -1.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.3 60 -35 9.6 +3.2
VLUE iShares MSCI USA Value Factor ETF 3.3 15 10 7.0 +0.6
KLMN Invesco MSCI North America Climate ETF 3.3 9 16 4.3 -2.1
VTI Vanguard Total Stock Market ETF 3.3 3 22 4.1 -2.3
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 3.3 3 22 4.4 -2.0
IWV iShares Russell 3000 ETF 3.3 20 5 4.0 -2.4
RAYD Rayliant Quantitative Developed Market Equity ETF 3.3 80 -55 3.6 -2.9
DEUS Xtrackers Russell US Multifactor ETF 3.2 17 8 6.5 +0.1
SNPE Xtrackers S&P 500 ESG ETF 3.2 10 15 4.4 -2.1
SCHB Schwab U.S. Broad Market ETF 3.2 3 22 4.2 -2.2
VTHR Vanguard Russell 3000 ETF 3.2 7 18 4.2 -2.3
QVML Invesco S&P 500 QVM Multi-factor ETF 3.2 11 14 4.3 -2.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.2 3 22 4.2 -2.3
ICAP InfraCap Equity Income Fund ETF 3.2 171 -146 4.4 -2.1
PEY Invesco High Yield Equity Dividend Achievers ETF 3.1 52 -27 9.0 +2.6
TOPT iShares Top 20 U.S. Stocks ETF 3.1 20 5 3.2 -3.2
DGT State Street SPDR Global Dow ETF 3.1 50 -25 5.7 -0.7
JHML John Hancock Multifactor Large Cap ETF 3.1 29 -4 4.5 -1.9
SPXV ProShares S&P 500 Ex-Health Care ETF 3.1 9 16 3.9 -2.5
CVY Invesco Zacks Multi-Asset Income ETF 3.1 106 -81 10.0 +3.6
FMKT The Free Markets ETF 3.1 76 -51 4.1 -2.4
INCE Franklin Income Equity Focus ETF 3.0 29 -4 5.3 -1.1
APUE ActivePassive U.S. Equity ETF 3.0 45 -20 3.9 -2.5
SNPV Xtrackers S&P 500 Value ESG ETF 3.0 15 10 5.5 -1.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.0 24 1 7.1 +0.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 3.0 25 0 11.4 +5.0
VOT Vanguard Mid-Cap Growth ETF 2.9 7 18 3.1 -3.3
EQWL Invesco S&P 100 Equal Weight ETF 2.9 25 0 5.5 -0.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.9 35 -10 5.4 -1.0
PBUS Invesco MSCI USA ETF 2.9 4 21 4.2 -2.2
FMTM MarketDesk Focused U.S. Momentum ETF 2.9 45 -20 4.6 -1.8
QWLD SPDR MSCI World StrategicFactors ETF 2.9 30 -5 5.2 -1.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.9 20 5 4.2 -2.2
FDLO Fidelity Low Volatility Factor ETF 2.9 15 10 4.8 -1.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.8 2 23 4.2 -2.2
BKLC BNY Mellon US Large Cap Core Equity ETF 2.8 0 25 4.2 -2.2
VOTE TCW Transform 500 ETF 2.8 5 20 4.1 -2.3
IWL iShares Russell Top 200 ETF 2.8 15 10 3.9 -2.5
GVIP Goldman Sachs Hedge Industry VIP ETF 2.8 45 -20 2.4 -4.0
POWR iShares U.S. Power Infrastructure ETF 2.8 40 -15 3.7 -2.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.8 7 18 4.1 -2.3
DAK Dakota Active Equity ETF 2.8 43 -18 3.7 -2.7
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.8 30 -5 4.1 -2.3
JQUA JPMorgan U.S. Quality Factor ETF 2.8 12 13 5.1 -1.3
RECS Columbia Research Enhanced Core ETF 2.8 15 10 5.3 -1.1
LRGF iShares U.S. Equity Factor ETF 2.8 8 17 4.7 -1.7
ENHU iShares Enhanced Large Cap Core Active ETF 2.8 22 3 4.1 -2.3
WCEO Hypatia Women CEO ETF 2.8 85 -60 4.7 -1.7
MGC Vanguard Mega Cap ETF 2.8 7 18 3.9 -2.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.8 80 -55 5.5 -0.9
ACVF American Conservative Values ETF 2.7 75 -50 3.8 -2.7
AIEQ AI Powered Equity ETF 2.7 75 -50 3.7 -2.7
ABIG Argent Large Cap ETF 2.7 49 -24 4.3 -2.1
BLES Inspire Global Hope ETF 2.7 61 -36 5.7 -0.7
TOK iShares MSCI Kokusai ETF 2.7 26 -1 4.3 -2.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.7 7 18 4.4 -2.1
OEF iShares S&P 100 ETF 2.7 20 5 3.8 -2.6
IOO iShares Global 100 ETF 2.7 41 -16 3.8 -2.6
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.7 12 13 5.5 -0.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.7 19 6 4.9 -1.5
DARP Grizzle Growth ETF 2.7 75 -50 1.6 -4.8
FTCS First Trust Capital Strength ETF 2.7 55 -30 5.6 -0.9
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.7 20 5 4.2 -2.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.6 11 14 4.2 -2.3
PY Principal Value ETF 2.6 15 10 7.0 +0.6
DUSA Davis Select U.S. Equity ETF 2.6 61 -36 6.9 +0.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.6 32 -7 4.0 -2.4
BFOR ALPS Barron's 400 ETF 2.6 65 -40 5.0 -1.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.6 25 0 4.1 -2.3
HAPI Harbor Human Capital Factor US Large Cap ETF 2.6 36 -11 4.1 -2.3
BLCR iShares Large Cap Core Active ETF 2.6 36 -11 2.8 -3.6
KRMA Global X Conscious Companies ETF 2.6 43 -18 5.2 -1.2
GEW Cambria Global EW ETF 2.5 29 -4 5.4 -1.0
BEEX BeeHive ETF 2.5 84 -59 3.7 -2.7
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.5 60 -35 4.2 -2.2
DIVY Sound Equity Dividend Income ETF 2.5 45 -20 8.1 +1.7
WBIY WBI Power Factor High Dividend ETF 2.5 100 -75 12.2 +5.8
NDIV Amplify Natural Resources Dividend Income ETF 2.5 59 -34 10.7 +4.3
URTH iShares MSCI World ETF 2.5 24 1 4.4 -2.1
CGDV Capital Group Dividend Value ETF 2.5 33 -8 3.9 -2.5
FDMO Fidelity Momentum Factor ETF 2.5 15 10 2.5 -3.9
GVLU Gotham 1000 Value ETF 2.5 50 -25 8.2 +1.8
FELC Fidelity Enhanced Large Cap Core ETF 2.5 18 7 4.4 -2.0
HDUS Hartford Disciplined US Equity ETF 2.5 19 6 4.8 -1.7
USMF WisdomTree U.S. Multifactor Fund 2.5 28 -3 6.5 +0.1
JHMM John Hancock Multifactor Mid Cap ETF 2.5 42 -17 5.4 -1.0
SFY SoFi Select 500 ETF 2.4 0 25 3.8 -2.6
MID American Century Mid Cap Growth Impact ETF 2.4 45 -20 2.9 -3.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.4 60 -35 4.5 -1.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.4 60 -35 5.1 -1.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.4 70 -45 4.7 -1.7
NULC Nuveen ESG Large-Cap ETF 2.4 21 4 4.0 -2.5
FQAL Fidelity Quality Factor ETF 2.4 15 10 4.8 -1.6
DIA SPDR Dow Jones Industrial Average ETF 2.4 16 9 4.8 -1.6
RDVY First Trust Rising Dividend Achievers ETF 2.4 50 -25 5.1 -1.3
CAML Congress Large Cap Growth ETF 2.4 66 -41 2.3 -4.1
SGLC SGI U.S. Large Cap Core ETF 2.4 85 -60 3.7 -2.7
AFLG First Trust Active Factor Large Cap ETF 2.4 55 -30 5.0 -1.4
FDRR Fidelity Dividend ETF for Rising Rates 2.4 15 10 5.9 -0.6
LST Leuthold Select Industries ETF 2.3 91 -66 4.9 -1.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.3 12 13 3.6 -2.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.3 30 -5 7.6 +1.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 11 4.2 -2.2
GURU Global X Guru Index ETF 2.3 75 -50 2.4 -4.0
KONG Formidable Fortress ETF 2.3 89 -64 5.2 -1.2
NETZ TCW Transform Systems ETF 2.3 75 -50 1.3 -5.1
ULVM VictoryShares US Value Momentum ETF 2.3 20 5 6.2 -0.2
FVAL Fidelity Value Factor ETF 2.3 15 10 6.0 -0.5
SPVM Invesco S&P 500 Value with Momentum ETF 2.3 39 -14 6.5 +0.1
KOCG FIS Knights of Columbus Global Belief ETF 2.3 75 -50 4.4 -2.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.3 25 0 4.9 -1.5
VSLU Applied Finance Valuation Large Cap ETF 2.3 49 -24 4.9 -1.6
MNZL Manzil Russell Halal USA Broad MarketETF 2.3 40 -15 3.9 -2.5
KLMT Invesco MSCI Global Climate 500 ETF 2.3 10 15 5.0 -1.4
ACWI iShares MSCI ACWI ETF 2.2 32 -7 4.7 -1.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.2 18 7 5.1 -1.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.2 9 16 4.9 -1.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.2 9 16 4.4 -2.1
DUHP Dimensional US High Profitability ETF 2.2 21 4 5.2 -1.2
XLG Invesco S&P 500 Top 50 ETF 2.2 20 5 3.5 -2.9
CGUS Capital Group Core Equity ETF 2.2 33 -8 3.6 -2.8
SFYF SoFi Social 50 ETF 2.2 29 -4 0.8 -5.6
FFLC Fidelity Fundamental Large Cap Core ETF 2.2 38 -13 3.8 -2.6
KOKU Xtrackers MSCI Kokusai Equity ETF 2.1 9 16 4.4 -2.0
ESGG FlexShares STOXX Global ESG Select Index Fund 2.1 42 -17 4.2 -2.2
JMOM JPMorgan U.S. Momentum Factor ETF 2.1 12 13 3.4 -3.0
FCPI Fidelity Stocks for Inflation ETF 2.1 15 10 5.8 -0.6
OALC OneAscent Large Cap Core ETF 2.1 86 -61 3.4 -3.0
SUSL iShares ESG MSCI USA Leaders ETF 2.1 10 15 4.2 -2.2
FFND Future Fund Active ETF 2.0 100 -75 4.3 -2.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.0 35 -10 3.6 -2.9
GPT Intelligent Alpha Atlas ETF 2.0 69 -44 6.0 -0.4
KAT Scharf ETF 2.0 87 -62 6.1 -0.3
TMFC Motley Fool 100 Index ETF 2.0 50 -25 3.0 -3.5
VT Vanguard Total World Stock ETF 2.0 6 19 5.0 -1.4
NUMV Nuveen ESG Mid-Cap Value ETF 2.0 31 -6 5.6 -0.8
LCF Touchstone US Large Cap Focused ETF 2.0 69 -44 3.6 -2.8
LGRO Level Four Large Cap Growth Active ETF 1.9 55 -30 3.7 -2.7
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 19 3.4 -3.0
LRGC AB US Large Cap Strategic Equities ETF 1.9 48 -23 3.8 -2.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.9 56 -31 6.9 +0.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.9 35 -10 4.9 -1.5
ROUS Hartford Multifactor US Equity ETF 1.9 19 6 5.4 -1.0
PRAY FIS Christian Stock Fund 1.8 69 -44 3.9 -2.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.8 75 -50 2.0 -4.5
JEPI JPMorgan Equity Premium Income ETF 1.8 35 -10 5.0 -1.5
WLDR Affinity World Leaders Equity ETF 1.8 67 -42 6.2 -0.2
VALQ American Century U.S. Quality Value ETF 1.8 29 -4 7.2 +0.8
RPG Invesco S&P 500 Pure Growth ETF 1.8 35 -10 2.6 -3.8
ROE Astoria US Quality Kings ETF 1.8 49 -24 5.4 -1.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.8 15 10 6.3 -0.2
QVAL Alpha Architect US Quantitative Value ETF 1.8 39 -14 9.5 +3.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.7 30 -5 3.8 -2.6
RGEF Rockefeller Global Equity ETF 1.7 55 -30 3.8 -2.6
GQQQ Astoria US Quality Growth Kings ETF 1.7 35 -10 3.3 -3.1
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 13 7.0 +0.6
VAMO Cambria Value & Momentum ETF 1.7 61 -36 5.2 -1.3
ACWV iShares MSCI Global Min Vol Factor ETF 1.7 20 5 5.7 -0.7
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.6 49 -24 3.2 -3.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.6 20 5 4.8 -1.7
SPHB Invesco S&P 500 High Beta ETF 1.6 25 0 3.8 -2.6
BWEB Bitwise Web3 ETF 1.6 85 -60 -0.1 -6.5
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 -10 6.3 -0.1
USEW Cambria US EW ETF 1.6 30 -5 4.1 -2.3
THRO iShares U.S. Thematic Rotation Active ETF 1.5 90 -65 3.1 -3.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 15 4.2 -2.2
SWP SWP Growth & Income ETF 1.5 99 -74 4.1 -2.3
DSI iShares MSCI KLD 400 Social ETF 1.5 25 0 4.1 -2.3
QLC FlexShares US Quality Large Cap Index Fund 1.4 25 0 4.6 -1.8
VFMF Vanguard U.S. Multifactor ETF 1.4 18 7 6.6 +0.2
QDF FlexShares Quality Dividend Index Fund 1.4 37 -12 5.4 -1.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.3 15 10 8.3 +1.9
CALF Pacer US Small Cap Cash Cows 100 ETF 1.3 59 -34 9.2 +2.8
LEAD Siren DIVCON Leaders Dividend ETF 1.3 43 -18 3.5 -2.9
WDIV SPDR S&P Global Dividend ETF 1.3 40 -15 9.0 +2.6
AUSF Global X Adaptive U.S. Factor ETF 1.2 27 -2 8.1 +1.6
QDEF FlexShares Quality Dividend Defensive Index Fund 1.2 37 -12 5.4 -1.0
SPMO Invesco S&P 500 Momentum ETF 1.2 13 12 3.2 -3.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.2 20 5 7.4 +1.0
RJDI RJ Eagle GCM Dividend Select Income ETF 1.2 55 -30 4.4 -2.0
XVV iShares ESG Screened S&P 500 ETF 1.2 8 17 4.1 -2.3
DFSU Dimensional US Sustainability Core 1 ETF 1.2 18 7 4.7 -1.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.2 25 0 5.5 -1.0
PSET Principal Quality ETF 1.2 15 10 4.9 -1.6
DWLD Davis Select Worldwide ETF 1.2 63 -38 6.7 +0.3
VBK Vanguard Small-Cap Growth ETF 1.2 7 18 1.3 -5.2
FVD First Trust Value Line Dividend Index Fund 1.2 65 -40 5.7 -0.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.2 20 5 4.0 -2.4
FPAG FPA Global Equity ETF 1.2 49 -24 5.9 -0.5
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 7 3.0 -3.4
CGDG Capital Group Dividend Growers ETF 1.1 47 -22 5.1 -1.3
VFQY Vanguard U.S. Quality Factor ETF 1.1 13 12 5.6 -0.8
GLOF iShares Global Equity Factor ETF 1.1 20 5 5.6 -0.8
VUSE Vident U.S. Equity Strategy ETF 1.1 50 -25 3.7 -2.7
GLRY Inspire Faithward Mid Cap Momentum ETF 1.1 80 -55 3.6 -2.8
EMOT First Trust S&P 500 Economic Moat ETF 1.1 60 -35 7.9 +1.5
VOLT Tema Electrification ETF 1.1 75 -50 2.2 -4.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.1 15 10 4.1 -2.3
RSHO Tema American Reshoring ETF 1.1 75 -50 3.5 -2.9
AVUQ Avantis U.S. Quality ETF 1.1 15 10 3.5 -2.9
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.0 43 -18 4.8 -1.6
CGGR Capital Group Growth ETF 1.0 39 -14 2.5 -3.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.0 9 16 4.3 -2.2
CVAR Cultivar ETF 1.0 87 -62 7.1 +0.7
FLRG Fidelity U.S. Multifactor ETF 1.0 15 10 5.8 -0.6
COPY Tweedy, Browne Insider + Value ETF 1.0 80 -55 14.9 +8.5
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -51 3.1 -3.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -50 6.2 -0.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.9 29 -4 4.0 -2.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.9 75 -50 3.2 -3.2
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 -35 4.9 -1.6
FTC First Trust Large Cap Growth AlphaDEX Fund 0.9 59 -34 1.8 -4.6
BGRO iShares Large Cap Growth Active ETF 0.9 55 -30 1.9 -4.5
FDWM Fidelity Women's Leadership ETF 0.8 59 -34 3.8 -2.7
PEXL Pacer US Export Leaders ETF 0.8 60 -35 3.1 -3.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.8 40 -15 3.2 -3.2
SCHG Schwab U.S. Large-Cap Growth ETF 0.8 4 21 3.3 -3.1
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 -4 3.9 -2.5
VXF Vanguard Extended Market ETF 0.7 5 20 3.8 -2.6
VFMO Vanguard U.S. Momentum Factor ETF 0.7 13 12 1.7 -4.7
OTGL OTG Latin America ETF 0.7 269 -244 7.4 +1.0
VB Vanguard Small-Cap ETF 0.7 5 20 5.2 -1.2
BUZZ VanEck Social Sentiment ETF 0.7 75 -50 -0.7 -7.1
QGRW WisdomTree U.S. Quality Growth Fund 0.6 28 -3 2.9 -3.6
SPHQ Invesco S&P 500 Quality ETF 0.6 15 10 4.7 -1.8
YNOT Horizon Digital Frontier ETF 0.6 75 -50 2.5 -3.9
JGRO JPMorgan Active Growth ETF 0.6 44 -19 2.4 -4.0
QGRO American Century U.S. Quality Growth ETF 0.6 29 -4 3.9 -2.5
LOWV AB US Low Volatility Equity ETF 0.6 48 -23 4.3 -2.2
STXG Strive 1000 Growth ETF 0.6 18 7 3.2 -3.2
ITAN Sparkline Intangible Value ETF 0.6 50 -25 6.1 -0.4
OPTZ Optimize Strategy Index ETF 0.6 50 -25 3.6 -2.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.6 79 -54 4.1 -2.3
FSST Fidelity Sustainable U.S. Equity ETF 0.5 59 -34 3.4 -3.0
XLSR State Street US Sector Rotation ETF 0.5 70 -45 4.3 -2.1
TTAC FCF US Quality ETF 0.5 59 -34 5.5 -1.0
IQM Franklin Intelligent Machines ETF 0.5 50 -25 1.1 -5.3
SCHM Schwab U.S. Mid-Cap ETF 0.5 4 21 5.8 -0.6
QQQ Invesco QQQ Trust Series I 0.5 20 5 3.2 -3.2
QQQM Invesco NASDAQ 100 ETF 0.5 15 10 3.3 -3.1
SXQG ETC 6 Meridian Quality Growth ETF 0.5 100 -75 2.9 -3.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.5 29 -4 7.0 +0.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.5 60 -35 5.7 -0.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.5 64 -39 1.3 -5.1
ILCG iShares Morningstar Growth ETF 0.4 4 21 3.0 -3.4
FLQL Franklin LibertyQ U.S. Equity ETF 0.4 15 10 4.6 -1.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.4 55 -30 9.1 +2.6
VONG Vanguard Russell 1000 Growth ETF 0.4 7 18 3.5 -2.9
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.4 49 -24 5.1 -1.3
VUG Vanguard Growth ETF 0.4 4 21 20.1 +13.7
IWF iShares Russell 1000 Growth ETF 0.4 19 6 14.1 +7.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.4 12 13 3.4 -3.0
SMLF iShares U.S. SmallCap Equity Factor ETF 0.4 15 10 5.0 -1.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.4 15 10 4.3 -2.2
CZAR Themes Natural Monopoly ETF 0.3 35 -10 5.3 -1.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.3 40 -15 3.8 -2.6
PRXG Praxis Impact Large Cap Growth ETF 0.3 36 -11 3.1 -3.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 4 2.9 -3.6
VBR Vanguard Small Cap Value ETF 0.3 7 18 7.9 +1.5
DUNK Dana Unconstrained Equity ETF 0.2 75 -50 2.1 -4.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 -14 2.3 -4.1
STXD Strive 1000 Dividend Growth ETF 0.1 35 -10 4.4 -2.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.1 25 0 6.1 -0.3
AQLT iShares MSCI Global Quality Factor ETF 0.1 18 7 0.0 -6.4
IWY iShares Russell Top 200 Growth ETF 0.0 20 5 3.5 -2.9
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -40 0.0 -6.4

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
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Dividends per share info ** ** ** ** ** ** **
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EPS growth   **% **% **% **% **% **%

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OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

Content on this tab for subscribers only

VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Global X PureCap MSCI Energy ETF
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 17.3 %
Divided by: Fwd. P/BV 2.6 x
Less: Expense ratio 25 bp
Equals: ALTAR Score 6.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.57 CATEGORY
AVERAGE		 1.57
 
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.