Franklin Genomic Advancements ETF
ALTAR
Score™		 -0.4% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 248.6x P/Sales
ratio		 6.5x
P/BV
ratio		 5.6x Div.
yield		 0.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
HELX is an actively managed portfolio of global equity securities of companies relevant to genomic discovery.

FUND BASICS
Category Global Equities
Fund Sponsor Franklin Templeton
Website www.franklintempleton.com
Inception date Feb 25, 2020
Assets (mns) $22
Currency USD
Expense ratio 50 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 70
Wgt avg mkt cap (mns) $65,016
Large cap (>$10bn) 63.1%
Mid cap ($2-10bn) 27.0%
Small cap (<$2bn) 9.9%
Developed mkts 95.7%
Emerging mkts 4.3%

TOP TEN HOLDINGS
NATERA INC 6.2 %
MEDPACE HOLDINGS, INC. 5.3 %
INSMED INC 4.6 %
KRYSTAL BIOTECH, INC. 4.0 %
VERTEX PHARMACEUTICALS INC 3.9 %
SAMSUNG BIOLOGICS CO., LTD. 3.6 %
ALNYLAM PHARMACEUTICALS INC 3.6 %
UNITED THERAPEUTICS CORP 3.5 %
REGENERON PHARMACEUTICALS 3.2 %
THERMO FISHER SCIENTIFIC INC 3.1 %
Total 41.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 86.4 %
GERMANY 5.1 %
SOUTH KOREA 3.6 %
BRITAIN 3.1 %
NETHERLANDS 2.7 %
SWITZERLAND 1.9 %
IRELAND 0.5 %
DENMARK 0.4 %
SINGAPORE 0.2 %


HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
31.9% 22.7% -1.0% -- 8.4%

Market Correlations
versus... Beta R-squared
S&P500 0.89 51%
MSCI EAFE 0.95 42%
MSCI Emg. Mkts. 0.84 37%

Technical Indicators
Recent close $37.29
30d moving avg. $35.17
Annualized volatility 20.8%
Short interest (ETF) 0.4%
Relative strength (RSI) 73

Liquidity measures
Avg. volume (thou.) 2
Turnover 0.3%
Bid/Ask (% of price) 0.31%
ADV underlying (mns) $7,452

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 965 potential alternatives to the Franklin Genomic Advancements ETF ETF based on the alternatives' overlap in portfolio holdings with HELX. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: HELX Expense: 50 bp ALTAR Score™: -0.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH HELX
Ticker Fund
Name		 Overlap1
vs HELX
(%)		 Expense
ratio
(bp)		 Savings
vs HELX
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs HELX
(%)
WDNA WisdomTree BioRevolution Fund 38.4 45 5 -2.2 -1.9
BBH VanEck Biotech ETF 36.2 35 15 5.2 +5.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 33.6 68 -18 2.1 +2.5
IBB iShares Biotechnology ETF 31.5 45 5 -0.1 +0.3
GNOM Global X Genomics & Biotechnology ETF 31.1 50 0 -2.7 -2.3
FBT First Trust NYSE Arca Biotechnology Index Fund 29.9 56 -6 2.9 +3.3
IBBQ Invesco Nasdaq Biotechnology ETF 29.3 19 31 0.3 +0.7
SYNB Putnam BioRevolution ETF 28.3 70 -20 2.5 +2.9
XBI State Street SPDR S&P Biotech ETF 26.8 35 15 -2.0 -1.7
PTH Invesco Dorsey Wright Healthcare Momentum ETF 25.7 60 -10 -0.9 -0.5
BMED Future Health ETF 25.6 85 -35 0.3 +0.7
BBP Virtus LifeSci Biotech Products ETF 25.0 79 -29 -1.6 -1.2
FXH First Trust Health Care AlphaDEX Fund 23.7 62 -12 7.8 +8.2
FTXH First Trust Nasdaq Pharmaceuticals ETF 22.6 60 -10 8.2 +8.6
HRTS Tema Heart & Health ETF 21.3 75 -25 2.1 +2.4
JDOC JPMorgan Healthcare Leaders ETF 19.5 65 -15 3.8 +4.2
PBE Invesco Biotechnology & Genome ETF 19.3 58 -8 1.6 +2.0
IYH iShares U.S. Healthcare ETF 18.5 40 10 6.3 +6.6
VHT Vanguard Health Care ETF 18.4 9 41 5.5 +5.9
FMED Fidelity Disruptive Medicine ETF 18.2 50 0 -0.6 -0.3
PINK Simplify Health Care ETF 17.3 50 0 0.8 +1.1
FHLC Fidelity MSCI Health Care Index ETF 17.3 8 42 5.8 +6.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 16.7 40 10 7.8 +8.2
ARKG ARK Genomic Revolution ETF 16.6 75 -25 0.0 +0.4
MEDX Horizon Kinetics Medical ETF 15.4 85 -35 1.2 +1.6
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 14.6 65 -15 0.8 +1.2
GDOC Goldman Sachs Future Health Care Equity ETF 14.6 75 -25 2.5 +2.9
XLV The Health Care Select Sector SPDR Fund 14.3 8 42 7.1 +7.4
IXJ iShares Global Healthcare ETF 13.4 42 8 6.6 +7.0
AGNG Global X Aging Population ETF 13.4 50 0 4.5 +4.9
LFSC F/m Emerald Life Sciences Innovation ETF 12.7 79 -29 0.0 +0.4
MEDI Harbor Health Care ETF 12.3 80 -30 -1.8 -1.4
PJP Invesco Pharmaceuticals ETF 11.9 57 -7 7.8 +8.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 11.2 15 35 4.8 +5.2
FMTM MarketDesk Focused U.S. Momentum ETF 10.7 45 5 3.0 +3.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 10.0 60 -10 4.1 +4.5
MDEV First Trust Indxx Medical Devices ETF 9.9 70 -20 4.7 +5.1
ANEW ProShares MSCI Transformational Changes ETF 9.9 45 5 5.3 +5.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 9.6 20 30 4.5 +4.9
HKND Humankind US Stock ETF 9.3 11 39 7.3 +7.7
OZEM Roundhill GLP-1 & Weight Loss ETF 9.3 59 -9 3.4 +3.8
THNR Amplify Weight Loss Drug & Treatment ETF 9.3 59 -9 7.0 +7.4
PEXL Pacer US Export Leaders ETF 9.2 60 -10 4.6 +5.0
USRD Themes US R&D Champions ETF 9.2 29 21 4.7 +5.1
KONG Formidable Fortress ETF 9.0 89 -39 6.3 +6.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 8.6 49 1 4.4 +4.7
XMHQ Invesco S&P MidCap Quality ETF 8.6 25 25 6.9 +7.3
GVIP Goldman Sachs Hedge Industry VIP ETF 8.5 45 5 3.2 +3.6
FFTY Innovator IBD 50 ETF 8.4 80 -30 -2.6 -2.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 8.4 55 -5 4.4 +4.7
IDNA iShares Genomics Immunology and Healthcare ETF 8.4 47 3 -2.2 -1.8
MID American Century Mid Cap Growth Impact ETF 8.3 45 5 3.5 +3.9
PDP Invesco Dorsey Wright Momentum ETF 8.3 62 -12 2.0 +2.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 8.3 30 20 7.1 +7.4
XT iShares Exponential Technologies ETF 8.2 46 4 4.6 +5.0
MBCC Monarch Blue Chips Core ETF 8.1 125 -75 4.4 +4.8
PSCH Invesco S&P SmallCap Health Care ETF 8.1 29 21 3.7 +4.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 8.1 95 -45 0.3 +0.6
CANC Tema Oncology ETF 8.0 75 -25 -2.5 -2.1
VBK Vanguard Small-Cap Growth ETF 7.9 7 43 1.8 +2.2
MVAL VanEck Morningstar Wide Moat Value ETF 7.7 49 1 7.0 +7.4
AVIE Avantis  Inflation Focused Equity ETF 7.6 25 25 7.1 +7.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 7.6 20 30 4.7 +5.1
FDG American Century Focused Dynamic Growth ETF 7.6 45 5 2.1 +2.5
FFOX FundX Future Fund Opportunities ETF 7.4 100 -50 4.1 +4.5
HGRO Hedgeye Quality Growth ETF 7.2 70 -20 3.3 +3.7
SPIT F/m Emerald Special Situations ETF 7.1 105 -55 -1.0 -0.6
FFOG Franklin Focused Growth ETF 7.1 61 -11 2.5 +2.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 7.0 70 -20 2.2 +2.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 7.0 65 -15 2.3 +2.7
FTGS First Trust Growth Strength ETF 7.0 60 -10 4.6 +5.0
MOAT VanEck Morningstar Wide Moat ETF 6.9 46 4 6.2 +6.6
CGGR Capital Group Growth ETF 6.8 39 11 3.4 +3.8
LRNZ TrueShares Technology, AI & Deep Learning ETF 6.8 69 -19 -0.8 -0.4
NULC Nuveen ESG Large-Cap ETF 6.7 21 29 4.7 +5.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 6.7 49 1 4.9 +5.3
AMID Argent Mid Cap ETF Argent Mid Cap ETF 6.7 52 -2 6.2 +6.6
ASLV Allspring Special Large Value ETF 6.6 35 15 6.5 +6.9
RND First Trust Bloomberg R&D Leaders ETF 6.6 60 -10 3.4 +3.8
AGRW Allspring LT Large Growth ETF 6.4 35 15 3.6 +4.0
TMAT Main Thematic Innovation ETF 6.4 164 -114 -1.5 -1.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.4 60 -10 5.0 +5.4
PPH VanEck Pharmaceutical ETF 6.4 36 14 7.9 +8.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 6.2 39 11 2.9 +3.3
GRPM Invesco S&P MidCap 400 GARP ETF 6.2 35 15 7.9 +8.3
SPYA Twin Oak Endure ETF 6.2 80 -30 -0.4 -0.0
LRND IQ U.S. Large Cap R&D Leaders ETF 6.2 14 36 5.0 +5.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.2 60 -10 6.6 +7.0
ARKK ARK Innovation ETF 6.2 75 -25 -2.5 -2.1
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 6.1 49 1 6.9 +7.3
CGGO Capital Group Global Growth Equity ETF 6.1 47 3 4.2 +4.6
AFOS ARS Focused Opportunities Strategy ETF 6.1 45 5 3.1 +3.5
SDG iShares MSCI Global Sustainable Development Goals ETF 6.1 49 1 5.0 +5.3
SCHG Schwab U.S. Large-Cap Growth ETF 6.0 4 46 3.9 +4.3
TMFX Motley Fool Next Index ETF 6.0 50 0 3.3 +3.7
ZECP Zacks Earnings Consistent Portfolio ETF 6.0 55 -5 4.8 +5.1
IWP iShares Russell Mid-Cap Growth ETF 5.9 23 27 3.4 +3.8
LRGC AB US Large Cap Strategic Equities ETF 5.8 48 2 4.5 +4.9
NULG Nuveen ESG Large-Cap Growth ETF 5.8 26 24 3.4 +3.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.8 15 35 6.1 +6.5
RFFC ALPS Active Equity Opportunity ETF 5.8 48 2 4.4 +4.8
CGUS Capital Group Core Equity ETF 5.8 33 17 4.4 +4.8
XPH State Street SPDR S&P Pharmaceuticals ETF 5.7 35 15 1.4 +1.8
FDMO Fidelity Momentum Factor ETF 5.7 15 35 3.6 +4.0
BGRO iShares Large Cap Growth Active ETF 5.6 55 -5 2.9 +3.3
SMLF iShares U.S. SmallCap Equity Factor ETF 5.6 15 35 6.0 +6.4
QLV FlexShares US Quality Low Volatility Index Fund 5.6 22 28 5.7 +6.1
MODL VictoryShares WestEnd U.S. Sector ETF 5.6 42 8 4.6 +5.0
FMKT The Free Markets ETF 5.5 76 -26 3.6 +4.0
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 5.5 39 11 4.0 +4.4
JGRW Jensen Quality Growth ETF 5.4 57 -7 4.7 +5.1
SFYX SoFi Next 500 ETF 5.4 0 50 6.0 +6.4
FTCE First Trust New Constructs Core Earnings Leaders ETF 5.4 60 -10 5.3 +5.6
GINN Goldman Sachs Innovate Equity ETF 5.4 52 -2 3.7 +4.1
GKAT Scharf Global Opportunity ETF 5.3 57 -7 6.1 +6.5
IHF iShares U.S. Healthcare Providers ETF 5.3 40 10 8.0 +8.4
STXD Strive 1000 Dividend Growth ETF 5.3 35 15 5.0 +5.4
GURU Global X Guru Index ETF 5.2 75 -25 3.0 +3.4
TOLL Tema Durable Quality ETF 5.1 75 -25 5.2 +5.6
FSST Fidelity Sustainable U.S. Equity ETF 5.1 59 -9 4.2 +4.6
XMAG Defiance Large Cap ex-Mag 7 ETF 5.0 35 15 5.2 +5.6
ISCG iShares Morningstar Small-Cap Growth ETF 5.0 6 44 3.0 +3.3
CRTC Xtrackers US National Critical Technologies ETF 5.0 35 15 4.8 +5.2
SMOT VanEck Morningstar SMID Moat ETF 4.9 49 1 6.8 +7.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.8 35 15 5.4 +5.8
SUSL iShares ESG MSCI USA Leaders ETF 4.8 10 40 4.9 +5.3
POWA Invesco Bloomberg Pricing Power ETF 4.8 40 10 6.0 +6.3
SWP SWP Growth & Income ETF 4.7 99 -49 4.1 +4.5
XHS State Street SPDR S&P Health Care Services ETF 4.7 35 15 4.0 +4.4
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 4.7 10 40 4.3 +4.7
FFND Future Fund Active ETF 4.7 100 -50 3.8 +4.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.7 45 5 4.4 +4.8
IHE iShares U.S. Pharmaceuticals ETF 4.7 40 10 6.7 +7.1
ETHO Etho Climate Leadership U.S. ETF 4.6 47 3 5.5 +5.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.6 64 -14 1.2 +1.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 4.6 8 42 5.0 +5.4
FNX First Trust Mid Cap Core AlphaDEX Fund 4.5 60 -10 7.0 +7.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.5 10 40 5.2 +5.6
BEEZ Honeytree U.S. Equity ETF 4.5 64 -14 4.1 +4.4
RW Rainwater Equity ETF 4.5 125 -75 3.7 +4.1
VB Vanguard Small-Cap ETF 4.5 5 45 6.2 +6.6
PSET Principal Quality ETF 4.5 15 35 5.4 +5.8
BRIF FIS Bright Portfolios Focused Equity ETF 4.4 65 -15 4.7 +5.1
COWZ Pacer US Cash Cows 100 ETF 4.4 49 1 8.5 +8.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.4 58 -8 4.5 +4.9
VXF Vanguard Extended Market ETF 4.4 5 45 4.7 +5.1
JGRO JPMorgan Active Growth ETF 4.4 44 6 3.6 +4.0
SNPV Xtrackers S&P 500 Value ESG ETF 4.3 15 35 6.9 +7.2
ALIL Argent Focused Small Cap ETF 4.3 74 -24 6.7 +7.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.3 35 15 4.1 +4.5
RJMG FT Raymond James Multicap Growth Equity ETF 4.3 85 -35 3.0 +3.4
BUL Pacer US Cash Cows Growth ETF 4.3 60 -10 5.2 +5.6
QGRW WisdomTree U.S. Quality Growth Fund 4.3 28 22 4.2 +4.6
CAML Congress Large Cap Growth ETF 4.2 66 -16 3.7 +4.1
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.2 15 35 5.7 +6.1
FYC First Trust Small Cap Growth AlphaDEX Fund 4.2 71 -21 -1.6 -1.2
RNSC Furst Trust Small Cap US Equity Select ETF 4.2 60 -10 5.2 +5.6
SCHM Schwab U.S. Mid-Cap ETF 4.2 4 46 7.1 +7.5
JEPI JPMorgan Equity Premium Income ETF 4.2 35 15 5.8 +6.1
SRHQ SRH U.S. Quality ETF 4.2 35 15 7.6 +8.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 4.1 59 -9 6.6 +7.0
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 4.1 65 -15 4.6 +5.0
CSMD Congress SMid Growth ETF 4.1 69 -19 3.9 +4.2
HEAL Global X HealthTech ETF 4.1 50 0 -0.6 -0.2
CVAR Cultivar ETF 4.1 87 -37 6.9 +7.3
BEEX BeeHive ETF 4.1 84 -34 4.3 +4.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.1 7 43 5.1 +5.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 4.1 29 21 6.9 +7.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.0 19 31 5.5 +5.9
STXM Strive Mid-Cap ETF 4.0 18 32 6.5 +6.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.0 4 46 6.0 +6.4
PFM Invesco Dividend Achievers ETF 4.0 53 -3 5.3 +5.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 4.0 12 38 4.7 +5.1
FESM Fidelity Enhanced Small Cap ETF 4.0 28 22 6.8 +7.2
ESGV Vanguard ESG U.S. Stock ETF 4.0 9 41 4.7 +5.1
VONG Vanguard Russell 1000 Growth ETF 4.0 7 43 4.4 +4.8
IWO iShares Russell 2000 Growth ETF 4.0 24 26 0.8 +1.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.0 60 -10 7.5 +7.8
IJK iShares S&P Mid-Cap 400 Growth ETF 4.0 17 33 6.0 +6.4
QUAL iShares MSCI USA Quality Factor ETF 4.0 15 35 5.4 +5.8
VTWG Vanguard Russell 2000 Growth ETF 4.0 10 40 1.0 +1.4
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.0 49 1 3.6 +4.0
IWF iShares Russell 1000 Growth ETF 4.0 19 31 4.3 +4.7
SFY SoFi Select 500 ETF 4.0 0 50 4.4 +4.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.9 10 40 4.4 +4.8
ILCG iShares Morningstar Growth ETF 3.9 4 46 3.8 +4.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.9 10 40 4.9 +5.3
ACVF American Conservative Values ETF 3.9 75 -25 4.3 +4.7
SAMM Strategas Macro Momentum ETF 3.9 66 -16 2.2 +2.6
EGUS iShares ESG Aware MSCI USA Growth ETF 3.9 18 32 4.0 +4.4
KAT Scharf ETF 3.9 87 -37 6.0 +6.4
FDWM Fidelity Women's Leadership ETF 3.9 59 -9 4.9 +5.2
LCDS JPMorgan Fundamental Data Science Large Core ETF 3.8 30 20 4.7 +5.1
MGK Vanguard Mega Cap Growth ETF 3.8 7 43 4.3 +4.7
SUSA iShares MSCI USA ESG Select ETF 3.8 25 25 4.6 +5.0
JPEF JPMorgan Equity Focus ETF 3.8 50 0 4.4 +4.7
QLTY GMO U.S. Quality ETF 3.8 50 0 4.5 +4.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.8 10 40 6.0 +6.4
JMOM JPMorgan U.S. Momentum Factor ETF 3.8 12 38 4.6 +5.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 3.8 40 10 3.9 +4.3
PRXG Praxis Impact Large Cap Growth ETF 3.8 36 14 3.7 +4.1
GGRW Gabelli Growth Innovators ETF 3.8 90 -40 2.5 +2.8
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.8 15 35 6.0 +6.4
TOPC iShares S&P 500 3% Capped ETF 3.8 15 35 5.1 +5.5
ABIG Argent Large Cap ETF 3.7 49 1 5.2 +5.6
HART IQ Healthy Hearts ETF 3.7 45 5 6.4 +6.8
DSPY Tema S&P 500 Historical Weight ETF 3.7 18 32 5.2 +5.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.7 17 33 5.9 +6.3
IWY iShares Russell Top 200 Growth ETF 3.7 20 30 4.5 +4.9
SPXT ProShares S&P 500 Ex-Technology ETF 3.7 9 41 5.5 +5.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 3.7 15 35 4.8 +5.2
IWR iShares Russell Midcap ETF 3.7 19 31 6.3 +6.7
VUG Vanguard Growth ETF 3.6 4 46 4.2 +4.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.6 9 41 6.2 +6.6
STXG Strive 1000 Growth ETF 3.6 18 32 3.9 +4.2
EQWL Invesco S&P 100 Equal Weight ETF 3.6 25 25 6.2 +6.6
XJH iShares ESG Screened S&P Mid-Cap ETF 3.6 12 38 7.2 +7.6
TAX Cambria Tax Aware ETF 3.6 49 1 6.1 +6.5
AGIQ Sofi Agentic AI ETF 3.6 69 -19 1.9 +2.2
PRXV Praxis Impact Large Cap Value ETF 3.6 36 14 6.7 +7.1
VIG Vanguard Dividend Appreciation ETF 3.6 5 45 5.5 +5.9
IMCG iShares Morningstar Mid-Cap Growth ETF 3.5 6 44 4.2 +4.6
FSMD Fidelity Small-Mid Multifactor ETF 3.5 15 35 6.9 +7.3
ISCB iShares Morningstar Small-Cap ETF 3.5 4 46 6.2 +6.6
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 3.5 20 30 8.2 +8.6
KNO AXS Knowledge Leaders ETF 3.5 78 -28 5.8 +6.1
HAPI Harbor Human Capital Factor US Large Cap ETF 3.5 36 14 4.9 +5.3
CGDV Capital Group Dividend Value ETF 3.5 33 17 4.6 +5.0
GLRY Inspire Faithward Mid Cap Momentum ETF 3.5 80 -30 6.2 +6.6
NANC Unusual Whales Subversive Democratic Trading ETF 3.5 75 -25 3.6 +4.0
OPTZ Optimize Strategy Index ETF 3.5 50 0 4.7 +5.1
LST Leuthold Select Industries ETF 3.5 91 -41 5.4 +5.8
FDLO Fidelity Low Volatility Factor ETF 3.5 15 35 5.4 +5.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.5 7 43 5.8 +6.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.5 79 -29 6.1 +6.5
DFSU Dimensional US Sustainability Core 1 ETF 3.4 18 32 5.3 +5.7
MGC Vanguard Mega Cap ETF 3.4 7 43 4.6 +4.9
SPXM Azoria 500 Meritocracy ETF 3.4 47 3 4.5 +4.9
NIXT Research Affiliates Deletions ETF 3.4 9 41 8.2 +8.5
VFLO VictoryShares Free Cash Flow ETF 3.4 39 11 10.1 +10.5
DFUV Dimensional US Marketwide Value ETF 3.4 22 28 7.5 +7.8
HLGE Hartford Longevity Economy ETF 3.4 44 6 6.3 +6.7
JAVA JPMorgan Active Value ETF 3.4 44 6 6.4 +6.8
XVV iShares ESG Screened S&P 500 ETF 3.4 8 42 4.8 +5.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.4 24 26 8.2 +8.6
LRGE ClearBridge Large Cap Growth ESG ETF 3.4 59 -9 4.2 +4.6
STRV Strive 500 ETF 3.4 5 45 4.8 +5.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.4 18 32 5.9 +6.3
USMV iShares MSCI USA Min Vol Factor ETF 3.4 15 35 5.8 +6.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.4 15 35 4.6 +5.0
VTI Vanguard Total Stock Market ETF 3.4 3 47 4.8 +5.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.4 29 21 6.5 +6.9
QQQS Invesco NASDAQ Future Gen 200 ETF 3.4 20 30 -4.5 -4.1
GXLC Global X U.S. 500 ETF 3.4 2 48 4.8 +5.2
QGRO American Century U.S. Quality Growth ETF 3.3 29 21 3.8 +4.2
DEMZ Democratic Large Cap Core ETF 3.3 45 5 4.4 +4.8
FLRG Fidelity U.S. Multifactor ETF 3.3 15 35 6.9 +7.3
VONE Vanguard Russell 1000 ETF 3.3 7 43 4.9 +5.3
RSP Invesco S&P 500 Equal Weight ETF 3.3 20 30 6.8 +7.2
IYY iShares Dow Jones U.S. ETF 3.3 20 30 4.7 +5.1
IWB iShares Russell 1000 ETF 3.3 15 35 4.8 +5.2
DUHP Dimensional US High Profitability ETF 3.3 21 29 6.4 +6.7
RAUS RACWI US ETF 3.3 15 35 4.7 +5.1
KRMA Global X Conscious Companies ETF 3.3 43 7 5.9 +6.3
SCHX Schwab U.S. Large-Cap ETF 3.3 3 47 4.9 +5.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.3 20 30 5.0 +5.4
TOV JLens 500 Jewish Advocacy U.S. ETF 3.3 18 32 4.6 +5.0
VTHR Vanguard Russell 3000 ETF 3.3 7 43 4.8 +5.2
DFUS Dimensional U.S. Equity ETF 3.3 9 41 4.8 +5.2
IWV iShares Russell 3000 ETF 3.3 20 30 4.7 +5.1
SMAP Amplify Small-Mid Cap Equity ETF 3.3 60 -10 5.6 +6.0
EUSA iShares MSCI USA Equal Weighted ETF 3.3 9 41 6.3 +6.7
VV Vanguard Large-Cap ETF 3.3 4 46 4.8 +5.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 3.3 32 18 5.0 +5.4
WRND IQ Global Equity R&D Leaders ETF 3.3 18 32 7.5 +7.9
SCHK Schwab 1000 Index ETF 3.2 5 45 5.0 +5.3
ILCB iShares Morningstar U.S. Equity ETF 3.2 3 47 4.8 +5.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.2 3 47 4.8 +5.2
SIZE iShares MSCI USA Size Factor ETF 3.2 15 35 6.1 +6.5
RGEF Rockefeller Global Equity ETF 3.2 55 -5 4.5 +4.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.2 11 39 4.9 +5.2
HAPY Harbor Human Capital Factor Unconstrained ETF 3.2 50 0 5.8 +6.2
VOOG Vanguard S&P 500 Growth ETF 3.2 7 43 4.1 +4.5
SCHB Schwab U.S. Broad Market ETF 3.2 3 47 5.0 +5.4
IOO iShares Global 100 ETF 3.2 41 9 4.5 +4.9
BFOR ALPS Barron's 400 ETF 3.2 65 -15 6.0 +6.4
IUSG iShares Core S&P U.S. Growth ETF 3.2 4 46 4.2 +4.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.2 75 -25 4.0 +4.4
IWL iShares Russell Top 200 ETF 3.2 15 35 4.5 +4.9
JHML John Hancock Multifactor Large Cap ETF 3.2 29 21 5.3 +5.7
FFLC Fidelity Fundamental Large Cap Core ETF 3.2 38 12 4.5 +4.9
BKLC BNY Mellon US Large Cap Core Equity ETF 3.2 0 50 4.9 +5.3
VFMO Vanguard U.S. Momentum Factor ETF 3.2 13 37 3.1 +3.5
MDY SPDR S&P Midcap 400 ETF Trust 3.2 24 26 7.1 +7.5
IVW iShares S&P 500 Growth ETF 3.2 18 32 4.0 +4.4
IJH iShares Core S&P Mid-Cap ETF 3.2 5 45 7.3 +7.7
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 3.2 4 46 4.1 +4.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.2 7 43 4.8 +5.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.1 20 30 4.6 +5.0
SBIO ALPS Medical Breakthroughs ETF 3.1 50 0 0.0 +0.4
CWS AdvisorShares Focused Equity ETF 3.1 84 -34 5.5 +5.9
QQLV Invesco QQQ Low Volatility ETF 3.1 25 25 4.7 +5.1
DIVE Dana Concentrated Dividend ETF 3.1 65 -15 8.2 +8.6
ESGU iShares ESG Aware MSCI USA ETF 3.1 15 35 4.7 +5.1
OEF iShares S&P 100 ETF 3.1 20 30 4.4 +4.8
VUSE Vident U.S. Equity Strategy ETF 3.1 50 0 4.3 +4.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.1 18 32 7.8 +8.2
ABEQ Absolute Select Value ETF 3.1 85 -35 4.7 +5.1
FMAT Fidelity MSCI Materials Index ETF 3.1 8 42 6.3 +6.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.1 46 4 9.4 +9.8
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.1 75 -25 5.1 +5.5
PBJ Invesco Food & Beverage ETF 3.1 57 -7 8.5 +8.9
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.1 40 10 7.9 +8.3
KROP Global X AgTech & Food Innovation ETF 3.1 50 0 6.7 +7.1
FTAG First Trust Indxx Global Agriculture ETF 3.1 70 -20 8.3 +8.7
FTRI First Trust Indxx Global Natural Resources Income ETF 3.1 70 -20 7.6 +8.0
FTXG First Trust Nasdaq Food & Beverage ETF 3.1 60 -10 8.1 +8.5
MOO VanEck Agribusiness ETF 3.1 53 -3 10.6 +11.0
VEGI iShares MSCI Agriculture Producers ETF 3.1 39 11 9.1 +9.5
XLB The Materials Select Sector SPDR Fund 3.1 8 42 6.5 +6.9
FTWO Strive FAANG 2.0 ETF 3.1 49 1 4.4 +4.8
VAW Vanguard Materials ETF 3.1 9 41 6.4 +6.8
VOO Vanguard S&P 500 ETF 3.1 3 47 4.9 +5.3
EQAL Invesco Russell 1000 Equal Weight ETF 3.1 20 30 7.1 +7.5
IVV iShares Core S&P 500 ETF 3.1 3 47 4.9 +5.3
SPYM State Street SPDR Portfolio S&P 500 ETF 3.1 2 48 4.9 +5.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 3.1 45 5 2.6 +2.9
SPY SPDR S&P 500 ETF 3.1 9 41 4.8 +5.2
VOTE TCW Transform 500 ETF 3.1 5 45 4.8 +5.2
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.1 60 -10 5.4 +5.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.1 2 48 4.9 +5.3
SPXN ProShares S&P 500 Ex-Financials ETF 3.1 9 41 4.8 +5.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.1 39 11 4.3 +4.7
DFAU Dimensional US Core Equity Market ETF 3.1 12 38 5.0 +5.4
FSGS First Trust SMID Growth Strength ETF 3.1 60 -10 5.2 +5.6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 3.0 3 47 5.1 +5.4
DCOR Dimensional US Core Equity 1 ETF 3.0 14 36 5.4 +5.8
IVOO Vanguard S&P Mid-Cap 400 ETF 3.0 7 43 7.3 +7.7
GVUS Marketbeta Russell 1000 Value Equity ETF 3.0 12 38 6.5 +6.9
JHMM John Hancock Multifactor Mid Cap ETF 3.0 42 8 6.3 +6.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 3.0 3 47 7.3 +7.7
SXQG ETC 6 Meridian Quality Growth ETF 3.0 100 -50 4.9 +5.3
FBCG Fidelity Blue Chip Growth ETF 3.0 59 -9 2.9 +3.3
FCPI Fidelity Stocks for Inflation ETF 3.0 15 35 7.8 +8.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.0 9 41 4.0 +4.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.0 20 30 6.6 +7.0
RVRB Reverb ETF 3.0 30 20 4.5 +4.9
USXF iShares ESG Advanced MSCI USA ETF 3.0 10 40 4.8 +5.2
XOEF iShares S&P 500 ex S&P 100 ETF 3.0 20 30 5.7 +6.0
FEX First Trust Large Cap Core AlphaDEX Fund 3.0 59 -9 5.9 +6.3
IWS iShares Russell Mid-Cap Value ETF 3.0 23 27 7.2 +7.6
GOP Unusual Whales Subversive Republican Trading ETF 3.0 50 0 5.4 +5.8
ABLG Abacus FCF International Leaders ETF 3.0 59 -9 6.5 +6.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.0 65 -15 2.0 +2.4
FMDE Fidelity Enhanced Mid Cap ETF 2.9 23 27 5.9 +6.3
SMRI Bushido Capital US Equity ETF 2.9 71 -21 10.0 +10.4
AFSM First Trust Active Factor Small Cap ETF 2.9 75 -25 7.4 +7.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.9 52 -2 5.7 +6.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.9 58 -8 5.7 +6.1
JSTC Adasina Social Justice All Cap Global ETF 2.9 89 -39 5.0 +5.4
GK AdvisorShares Gerber Kawasaki ETF 2.9 75 -25 2.6 +3.0
SNPG Xtrackers S&P 500 Growth ESG ETF 2.9 15 35 4.6 +5.0
IWFG IQ Winslow Focused Large Cap Growth ETF 2.9 65 -15 3.2 +3.5
TOPT iShares Top 20 U.S. Stocks ETF 2.9 20 30 4.0 +4.4
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.9 65 -15 3.7 +4.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.9 15 35 4.9 +5.3
BGIG Bahl & Gaynor Income Growth ETF 2.9 45 5 5.2 +5.6
BDIV AAM Brentview Dividend Growth ETF 2.9 49 1 4.6 +4.9
RVER Trenchless Fund ETF 2.9 65 -15 3.0 +3.4
BGDV Bahl & Gaynor Dividend ETF 2.9 45 5 4.7 +5.1
SEMG Suncoast Select Growth ETF 2.9 60 -10 4.4 +4.8
DUNK Dana Unconstrained Equity ETF 2.9 75 -25 2.6 +3.0
KLMN Invesco MSCI North America Climate ETF 2.9 9 41 4.9 +5.3
VOOV Vanguard S&P 500 Value ETF 2.9 7 43 6.2 +6.6
SNPE Xtrackers S&P 500 ESG ETF 2.9 10 40 4.9 +5.3
IVE iShares S&P 500 Value ETF 2.9 18 32 6.1 +6.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.9 4 46 6.3 +6.6
HYP Golden Eagle Dynamic Hypergrowth ETF 2.9 85 -35 -1.6 -1.2
CALF Pacer US Small Cap Cash Cows 100 ETF 2.9 59 -9 10.5 +10.9
NUMG Nuveen ESG Mid-Cap Growth ETF 2.9 31 19 2.7 +3.1
IUSV iShares Core S&P US Value ETF 2.9 4 46 6.4 +6.8
GDIV Harbor Dividend Growth Leaders ETF 2.9 50 0 5.2 +5.6
STOX Horizon Core Equity ETF 2.9 70 -20 4.1 +4.5
CZA Invesco Zacks Mid-Cap ETF 2.9 72 -22 7.4 +7.8
PBUS Invesco MSCI USA ETF 2.8 4 46 4.8 +5.2
SFTY Horizon Managed Risk ETF 2.8 77 -27 4.0 +4.4
HLAL Wahed FTSE USA Shariah ETF 2.8 50 0 4.5 +4.9
VTV Vanguard Value ETF 2.8 4 46 6.9 +7.2
DXUV Dimensional US Vector Equity ETF 2.8 28 22 6.1 +6.5
IMCB iShares Morningstar Mid-Cap ETF 2.8 4 46 6.3 +6.7
AVMC Avantis U.S. Mid Cap Equity ETF 2.8 18 32 6.9 +7.3
DFLV Dimensional US Large Cap Value ETF 2.8 22 28 7.6 +8.0
NANR SPDR S&P North American Natural Resources ETF 2.8 35 15 7.8 +8.2
SSPY Syntax Stratified LargeCap ETF 2.8 30 20 6.8 +7.1
ITAN Sparkline Intangible Value ETF 2.8 50 0 6.5 +6.9
MGV Vanguard Mega Cap Value ETF 2.8 7 43 6.5 +6.9
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.8 65 -15 6.4 +6.8
MCDS JPMorgan Fundamental Data Science Mid Core ETF 2.8 35 15 5.8 +6.2
FLDZ RiverNorth Patriot ETF 2.7 75 -25 6.4 +6.8
VOT Vanguard Mid-Cap Growth ETF 2.7 7 43 3.5 +3.9
DFAC Dimensional U.S. Core Equity 2 ETF 2.7 17 33 5.5 +5.9
FBCV Fidelity Blue Chip Value ETF 2.7 59 -9 7.3 +7.7
VONV Vanguard Russell 1000 Value ETF 2.7 7 43 6.5 +6.9
IWD iShares Russell 1000 Value ETF 2.7 19 31 6.4 +6.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.7 35 15 3.8 +4.2
SPHB Invesco S&P 500 High Beta ETF 2.7 25 25 5.0 +5.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.7 15 35 7.3 +7.7
ADME Aptus Drawdown Managed Equity ETF 2.7 79 -29 4.0 +4.4
JGLO JPMorgan Global Select Equity ETF 2.7 33 17 5.0 +5.4
SPXE ProShares S&P 500 Ex-Energy ETF 2.7 9 41 4.7 +5.1
DSTL Distillate US Fundamental Stability & Value ETF 2.7 39 11 8.6 +9.0
IJT iShares S&P Small-Cap 600 Growth ETF 2.7 18 32 5.5 +5.9
HAP VanEck Natural Resources ETF 2.7 50 0 8.7 +9.1
IBRN iShares Neuroscience and Healthcare ETF 2.7 47 3 0.0 +0.4
QWLD SPDR MSCI World StrategicFactors ETF 2.7 30 20 5.8 +6.2
RSSL Global X Russell 2000 ETF 2.7 8 42 4.1 +4.5
PCGG Polen Capital Global Growth ETF 2.7 85 -35 4.2 +4.6
BKWO BNY Mellon Women's Opportunities ETF 2.7 50 0 3.8 +4.1
TOK iShares MSCI Kokusai ETF 2.6 26 24 4.9 +5.3
OALC OneAscent Large Cap Core ETF 2.6 86 -36 4.1 +4.5
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.6 49 1 6.1 +6.5
FLQL Franklin LibertyQ U.S. Equity ETF 2.6 15 35 5.4 +5.7
LEAD Siren DIVCON Leaders Dividend ETF 2.6 43 7 4.3 +4.7
OEI Optimized Equity Income ETF 2.6 75 -25 0.0 +0.4
QVML Invesco S&P 500 QVM Multi-factor ETF 2.6 11 39 5.0 +5.4
SMMD iShares Russell 2500 ETF 2.6 15 35 6.9 +7.3
APUE ActivePassive U.S. Equity ETF 2.6 45 5 4.7 +5.0
STXV Strive 1000 Value ETF 2.6 18 32 8.2 +8.5
WTV WisdomTree US Value Fund of Benef Interest 2.6 12 38 9.0 +9.4
NULV Nuveen ESG Large-Cap Value ETF 2.6 26 24 6.3 +6.7
INRO iShares U.S. Industry Rotation Active ETF 2.6 42 8 4.4 +4.8
DFAS Dimensional U.S. Small Cap ETF 2.6 26 24 6.6 +7.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.6 15 35 8.0 +8.4
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.6 15 35 5.6 +6.0
IWM iShares Russell 2000 ETF 2.6 19 31 4.2 +4.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.6 9 41 5.3 +5.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.6 25 25 5.2 +5.6
AFMC First Trust Active Factor Mid Cap ETF 2.6 65 -15 8.3 +8.7
KOKU Xtrackers MSCI Kokusai Equity ETF 2.6 9 41 5.1 +5.4
IRET iREIT - MarketVector Quality REIT Index ETF 2.5 60 -10 7.2 +7.6
VNSE Natixis Vaughan Nelson Select ETF 2.5 80 -30 4.7 +5.1
VTWO Vanguard Russell 2000 ETF 2.5 7 43 4.3 +4.7
AVSU Avantis Responsible U.S. Equity ETF 2.5 15 35 5.8 +6.2
IWX iShares Russell Top 200 Value ETF 2.5 20 30 6.0 +6.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.5 75 -25 2.9 +3.2
IQM Franklin Intelligent Machines ETF 2.5 50 0 2.1 +2.5
IVES Wedbush ETFMG Global Cloud Technology ETF 2.5 68 -18 6.1 +6.5
OCEN IQ Clean Oceans ETF 2.5 45 5 5.1 +5.5
FDCF Fidelity Disruptive Communications ETF 2.5 50 0 4.2 +4.6
USSE Segall Bryant & Hamill Select Equity ETF 2.5 65 -15 4.3 +4.7
PTF Invesco Dorsey Wright Technology Momentum ETF 2.5 60 -10 -1.1 -0.7
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.5 85 -35 8.0 +8.4
CHPX Global X AI Semiconductor & Quantum ETF 2.5 50 0 3.1 +3.5
SMH VanEck Semiconductor ETF 2.5 35 15 3.4 +3.8
SMHX VanEck Fabless Semiconductor ETF 2.5 35 15 3.2 +3.6
BELT iShares Long-Term U.S. Equity Active ETF 2.5 75 -25 3.3 +3.6
IGV iShares Expanded Tech-Software Sector ETF 2.5 41 9 3.3 +3.7
IVRS iShares Future Metaverse Tech and Communications ETF 2.5 47 3 3.2 +3.6
CLOD Themes Cloud Computing ETF 2.5 35 15 3.6 +4.0
GRNY Fundstrat Granny Shots US Large Cap ETF 2.5 75 -25 2.7 +3.1
EPS WisdomTree U.S. LargeCap Fund 2.5 8 42 5.7 +6.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.5 25 25 5.5 +5.9
URTH iShares MSCI World ETF 2.5 24 26 5.0 +5.3
AVUQ Avantis U.S. Quality ETF 2.5 15 35 4.4 +4.8
STXK Strive Small-Cap ETF 2.5 18 32 6.0 +6.4
EMOT First Trust S&P 500 Economic Moat ETF 2.5 60 -10 8.5 +8.9
GVLU Gotham 1000 Value ETF 2.5 50 0 8.8 +9.2
FTC First Trust Large Cap Growth AlphaDEX Fund 2.5 59 -9 2.0 +2.4
ILCV iShares Morningstar Value ETF 2.4 4 46 6.3 +6.7
CHGX AXS Change Finance ESG ETF 2.4 49 1 5.3 +5.7
FYX First Trust Small Cap Core AlphaDEX Fund 2.4 61 -11 5.7 +6.1
FELV Fidelity Enhanced Large Cap Value ETF 2.4 18 32 6.7 +7.1
IVRA Invesco Real Assets ESG ETF 2.4 59 -9 6.5 +6.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.4 20 30 5.5 +5.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.4 12 38 5.1 +5.5
BKSE BNY Mellon US Small Cap Core Equity ETF 2.4 4 46 5.8 +6.2
SCHA Schwab U.S. Small-Cap ETF 2.4 4 46 6.3 +6.7
ECML Euclidean Fundamental Value ETF 2.3 95 -45 10.5 +10.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.3 49 1 9.0 +9.4
ESGG FlexShares STOXX Global ESG Select Index Fund 2.3 42 8 5.3 +5.6
CFA VictoryShares US 500 Volatility Wtd ETF 2.3 35 15 6.1 +6.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.3 40 10 6.0 +6.4
LOWV AB US Low Volatility Equity ETF 2.3 48 2 5.3 +5.7
VO Vanguard Mid-Cap ETF 2.3 4 46 6.0 +6.4
FPX First Trust US Equity Opportunities ETF 2.3 61 -11 1.0 +1.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.3 9 41 5.6 +6.0
IGPT Invesco AI and Next Gen Software ETF 2.3 60 -10 4.3 +4.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.3 10 40 5.6 +6.0
LRGF iShares U.S. Equity Factor ETF 2.3 8 42 5.5 +5.8
FTA First Trust Large Cap Value AlphaDEX Fund 2.3 59 -9 8.9 +9.3
JHSC John Hancock Multifactor Small Cap ETF 2.3 42 8 6.7 +7.1
ACWI iShares MSCI ACWI ETF 2.2 32 18 5.3 +5.7
ROUS Hartford Multifactor US Equity ETF 2.2 19 31 7.0 +7.4
ABFL Abacus FCF Leaders ETF 2.2 59 -9 5.0 +5.4
IYK iShares U.S. Consumer Staples ETF 2.2 40 10 6.7 +7.0
RNMC First Trust Mid Cap US Equity Select ETF 2.2 60 -10 7.0 +7.4
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 2.2 40 10 3.0 +3.4
VT Vanguard Total World Stock ETF 2.2 6 44 5.7 +6.1
ROBO ROBO Global Robotics & Automation Index ETF 2.2 95 -45 3.2 +3.6
ACWV iShares MSCI Global Min Vol Factor ETF 2.2 20 30 6.0 +6.3
IUS Invesco RAFI Strategic US ETF 2.2 19 31 6.7 +7.1
USMC Principal U.S. Mega-Cap ETF 2.2 12 38 4.4 +4.8
ONEQ Fidelity Nasdaq Composite Index ETF 2.2 21 29 3.7 +4.1
DGRO iShares Core Dividend Growth ETF 2.1 8 42 6.6 +7.0
IMCV iShares Morningstar Mid-Cap Value ETF 2.1 6 44 8.2 +8.6
GNR SPDR S&P Global Natural Resources ETF 2.1 40 10 10.2 +10.6
MAVF Matrix Advisors Value ETF 2.1 75 -25 5.8 +6.1
GRPZ Invesco S&P SmallCap 600 GARP ETF 2.1 35 15 7.4 +7.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.1 14 36 4.9 +5.3
DGRW WisdomTree US Quality Dividend Growth Fund 2.1 28 22 5.5 +5.9
EVUS iShares ESG Aware MSCI USA Value ETF 2.1 18 32 6.5 +6.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.1 20 30 6.1 +6.5
AVUS Avantis U.S. Equity ETF 2.1 15 35 5.7 +6.1
JIG JPMorgan International Growth ETF 2.1 55 -5 4.7 +5.1
KLMT Invesco MSCI Global Climate 500 ETF 2.1 10 40 5.6 +6.0
PRF Invesco FTSE RAFI US 1000 ETF 2.1 39 11 6.7 +7.1
QVAL Alpha Architect US Quantitative Value ETF 2.1 39 11 9.5 +9.9
YALL God Bless America ETF 2.1 65 -15 4.6 +4.9
BBC Virtus LifeSci Biotech Clinical Trials ETF 2.1 79 -29 0.0 +0.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.1 38 12 6.5 +6.9
FNDX Schwab Fundamental US Large Co. Index ETF 2.1 25 25 7.2 +7.6
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.1 20 30 2.9 +3.3
FELG Fidelity Enhanced Large Cap Growth ETF 2.0 18 32 4.7 +5.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.0 24 26 7.6 +8.0
JQUA JPMorgan U.S. Quality Factor ETF 2.0 12 38 5.9 +6.3
ULVM VictoryShares US Value Momentum ETF 2.0 20 30 7.3 +7.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.0 35 15 7.0 +7.4
FNDB Schwab Fundamental US Broad Market Index ETF 2.0 25 25 7.3 +7.7
IJJ iShares S&P Mid-Cap 400 Value ETF 2.0 18 32 8.7 +9.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.0 25 25 12.3 +12.7
RAFE PIMCO RAFI ESG U.S. ETF 2.0 29 21 6.9 +7.3
VOE Vanguard Mid-Cap Value ETF 2.0 7 43 7.8 +8.2
FDHT Fidelity Digital Health ETF 2.0 39 11 1.5 +1.9
AZTD Aztlan Global Stock Selection DM SMID ETF 2.0 75 -25 10.0 +10.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 2.0 15 35 8.7 +9.1
USCF Themes US Cash Flow Champions ETF 2.0 29 21 8.7 +9.1
QUVU Hartford Quality Value ETF 2.0 46 4 7.5 +7.8
SAGP Strategas Global Policy Opportunities ETF 2.0 65 -15 5.5 +5.9
AIVC Amplify Bloomberg AI Value Chain ETF 1.9 59 -9 5.7 +6.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.9 10 40 8.8 +9.2
DEUS Xtrackers Russell US Multifactor ETF 1.9 17 33 6.9 +7.3
HDUS Hartford Disciplined US Equity ETF 1.9 19 31 5.7 +6.1
RCGE RockCreek Global Equality ETF 1.9 95 -45 6.6 +7.0
FAB First Trust Multi Cap Value AlphaDEX Fund 1.9 67 -17 10.0 +10.3
DTEC ALPS Disruptive Technologies ETF 1.9 50 0 3.8 +4.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.9 60 -10 10.3 +10.7
ISCV iShares Morningstar Small Cap Value ETF 1.9 6 44 9.3 +9.7
EQRR ProShares Equities for Rising Rates ETF 1.9 35 15 7.9 +8.3
XLG Invesco S&P 500 Top 50 ETF 1.9 20 30 4.1 +4.5
ABOT Abacus FCF Innovation Leaders ETF 1.9 69 -19 5.2 +5.6
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 1.9 57 -7 4.0 +4.4
PTL Inspire 500 ETF 1.9 9 41 5.3 +5.7
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.9 20 30 5.1 +5.5
IJR iShares Core S&P Small Cap ETF 1.9 6 44 7.6 +8.0
JHDV John Hancock U.S. High Dividend ETF 1.9 34 16 6.8 +7.2
QQMG Invesco ESG NASDAQ 100 ETF 1.8 20 30 4.1 +4.5
LGCF Themes US Cash Flow Champions ETF 1.8 30 20 8.2 +8.5
DSI iShares MSCI KLD 400 Social ETF 1.8 25 25 4.9 +5.2
MBOX Freedom Day Dividend ETF 1.8 39 11 7.8 +8.2
MAGA Point Bridge America First ETF 1.8 72 -22 6.3 +6.7
GSPY Gotham Enhanced 500 ETF 1.8 50 0 5.1 +5.4
MXI iShares Global Materials ETF 1.8 41 9 7.1 +7.4
RAYD Rayliant Quantitative Developed Market Equity ETF 1.8 80 -30 4.4 +4.8
SQLV Royce Quant Small-Cap Quality Value ETF 1.8 60 -10 9.4 +9.8
ALTL Pacer Lunt Large Cap Alternator ETF 1.8 60 -10 4.7 +5.1
COPY Tweedy, Browne Insider + Value ETF 1.8 80 -30 11.7 +12.0
VBR Vanguard Small Cap Value ETF 1.8 7 43 9.1 +9.5
YOKE Yoke Core ETF 1.8 42 8 5.1 +5.4
FNK First Trust Mid Cap Value AlphaDEX Fund 1.8 70 -20 10.8 +11.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.8 3 47 7.7 +8.1
FLKR Franklin FTSE South Korea ETF 1.8 9 41 7.2 +7.6
GEW Cambria Global EW ETF 1.8 29 21 0.0 +0.4
GQQQ Astoria US Quality Growth Kings ETF 1.8 35 15 4.7 +5.1
NUMV Nuveen ESG Mid-Cap Value ETF 1.8 31 19 7.0 +7.4
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.7 12 38 7.4 +7.7
DAK Dakota Active Equity ETF 1.7 43 7 4.4 +4.8
CHRI Global X S&P 500 Christian Values ETF 1.7 29 21 4.6 +5.0
LOGO Alpha Brands Consumption Leaders ETF 1.7 69 -19 3.2 +3.5
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.7 60 -10 7.9 +8.3
GLOF iShares Global Equity Factor ETF 1.7 20 30 6.6 +7.0
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.7 49 1 3.8 +4.2
FDRR Fidelity Dividend ETF for Rising Rates 1.7 15 35 6.8 +7.2
SPMV Invesco S&P 500 Minimum Variance ETF 1.7 10 40 5.6 +6.0
WOMN Impact Shares YWCA Women's Empowerment ETF 1.7 75 -25 5.6 +6.0
DFSV Dimensional US Small Cap Value ETF 1.7 31 19 10.3 +10.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.7 20 30 5.6 +6.0
FXG First Trust Consumer Staples AlphaDEX Fund 1.7 63 -13 8.8 +9.2
QQQ Invesco QQQ Trust Series I 1.7 20 30 4.1 +4.5
QQQM Invesco NASDAQ 100 ETF 1.7 15 35 4.1 +4.5
SFYF SoFi Social 50 ETF 1.7 29 21 1.0 +1.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.7 25 25 7.8 +8.2
FELC Fidelity Enhanced Large Cap Core ETF 1.6 18 32 5.2 +5.6
YLDE ClearBridge Dividend Strategy ESG ETF 1.6 60 -10 5.7 +6.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.6 60 -10 -0.9 -0.6
TMFS Motley Fool Small-Cap Growth ETF 1.6 85 -35 3.1 +3.5
HAPS Harbor Human Capital Factor US Small Cap ETF 1.6 60 -10 3.9 +4.3
SIXL ETC 6 Meridian Low Beta Equity ETF 1.6 80 -30 6.3 +6.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 11 5.8 +6.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.6 9 41 4.8 +5.2
EZM WisdomTree U.S. MidCap Fund 1.6 38 12 8.7 +9.1
SGLC SGI U.S. Large Cap Core ETF 1.6 85 -35 4.1 +4.5
XJR iShares ESG Screened S&P Small-Cap ETF 1.6 12 38 7.6 +7.9
DLN WisdomTree U.S. LargeCap Dividend Fund 1.6 28 22 6.0 +6.4
FLSW Franklin FTSE Switzerland ETF 1.6 9 41 6.2 +6.6
EWL iShares MSCI Switzerland ETF 1.6 50 0 6.1 +6.5
RSHO Tema American Reshoring ETF 1.6 75 -25 4.5 +4.9
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.6 12 38 8.2 +8.5
FUNL CornerCap Fundametrics Large-Cap ETF 1.5 50 0 7.2 +7.6
RWL Invesco S&P 500 Revenue ETF 1.5 39 11 6.8 +7.2
VSLU Applied Finance Valuation Large Cap ETF 1.5 49 1 5.6 +6.0
MOTG VanEck Morningstar Global Wide Moat ETF 1.5 52 -2 8.9 +9.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.5 15 35 7.7 +8.1
CGDG Capital Group Dividend Growers ETF 1.5 47 3 6.0 +6.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.5 20 30 6.8 +7.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 1.5 49 1 6.1 +6.5
RUNN Running Oak Efficient Growth ETF 1.5 58 -8 5.2 +5.6
GPT Intelligent Alpha Atlas ETF 1.5 69 -19 5.6 +6.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.5 25 25 5.9 +6.3
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.5 60 -10 2.0 +2.4
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.4 12 38 6.1 +6.5
NACP Impact Shares NAACP Minority Empowerment ETF 1.4 49 1 4.7 +5.1
VIOO Vanguard S&P Small-Cap 600 ETF 1.4 7 43 7.6 +8.0
XITK State Street SPDR FactSet Innovative Technology ETF 1.4 45 5 -0.0 +0.4
DTD WisdomTree U.S. Total Dividend Fund 1.4 28 22 6.3 +6.7
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.4 40 10 5.6 +6.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.4 15 35 8.2 +8.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.4 30 20 8.2 +8.6
ROE Astoria US Quality Kings ETF 1.4 49 1 6.9 +7.3
APIE ActivePassive International Equity ETF 1.4 45 5 7.1 +7.5
WCEO Hypatia Women CEO ETF 1.4 85 -35 3.1 +3.5
FIW First Trust Water ETF 1.4 53 -3 5.0 +5.4
QLC FlexShares US Quality Large Cap Index Fund 1.4 25 25 5.2 +5.6
PWB Invesco Large Cap Growth ETF 1.4 56 -6 2.6 +3.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.4 15 35 4.1 +4.5
BIBL Inspire 100 ETF 1.3 35 15 5.2 +5.6
AVSC Avantis U.S Small Cap Equity ETF 1.3 25 25 5.2 +5.6
FDLS Inspire Fidelis Multi Factor ETF 1.3 76 -26 4.6 +5.0
KNCT Invesco Next Gen Connectivity ETF 1.3 40 10 4.5 +4.9
DFAT Dimensional U.S. Targeted Value ETF 1.3 28 22 9.9 +10.3
XPND First Trust Expanded Technology ETF 1.3 65 -15 3.8 +4.2
REVS Columbia Research Enhanced Value ETF 1.3 19 31 7.8 +8.2
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 25 8.8 +9.2
PSIL AdvisorShares Psychedelics ETF 1.3 99 -49 0.0 +0.4
IWC iShares Micro-Cap ETF 1.3 60 -10 -1.6 -1.2
CEFA Global X S&P Catholic Values Developed ex-US ETF 1.2 35 15 6.2 +6.6
EWK iShares MSCI Belgium ETF 1.2 50 0 4.0 +4.4
SPGP Invesco S&P 500 GARP ETF 1.2 34 16 6.8 +7.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.2 60 -10 7.6 +8.0
RECS Columbia Research Enhanced Core ETF 1.2 15 35 5.7 +6.1
DMXF iShares ESG Advanced MSCI EAFE ETF 1.2 12 38 5.3 +5.7
FPAG FPA Global Equity ETF 1.2 49 1 5.7 +6.1
DSMC Distillate Small/Mid Cash Flow ETF 1.2 55 -5 12.7 +13.1
FQAL Fidelity Quality Factor ETF 1.2 15 35 5.7 +6.1
AFLG First Trust Active Factor Large Cap ETF 1.2 55 -5 6.3 +6.7
FXL First Trust Technology AlphaDEX Fund 1.2 61 -11 5.8 +6.2
XMVM Invesco S&P MidCap Value with Momentum ETF 1.2 39 11 9.6 +10.0
PBW Invesco WilderHill Clean Energy ETF 1.2 66 -16 -3.2 -2.8
DFNV Donoghue Forlines Innovation ETF 1.2 69 -19 4.5 +4.9
FEZ SPDR EURO STOXX 50 ETF 1.2 29 21 6.3 +6.7
EFG iShares MSCI EAFE Growth ETF 1.2 36 14 4.3 +4.7
RWK Invesco S&P MidCap 400 Revenue ETF 1.2 39 11 9.7 +10.1
FVD First Trust Value Line Dividend Index Fund 1.2 65 -15 6.3 +6.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.2 43 7 6.1 +6.5
VFQY Vanguard U.S. Quality Factor ETF 1.1 13 37 6.1 +6.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.1 19 31 6.2 +6.6
DFVX Dimensional US Large Cap Vector ETF 1.1 22 28 6.3 +6.7
SVAL iShares US Small Cap Value Factor ETF 1.1 20 30 8.9 +9.3
BLES Inspire Global Hope ETF 1.1 61 -11 6.8 +7.2
DIHP Dimensional International High Profitability ETF 1.1 29 21 6.7 +7.0
PSC Principal U.S. Small-Cap ETF 1.1 38 12 6.9 +7.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.1 40 10 4.7 +5.1
NUDM Nuveen ESG International Developed Markets Equity ETF 1.1 31 19 5.9 +6.3
DFSI Dimensional International Sustainability Core 1 ETF 1.1 24 26 6.1 +6.5
QTUM Defiance Quantum ETF 1.1 40 10 5.2 +5.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.1 80 -30 6.8 +7.2
AIEQ AI Powered Equity ETF 1.0 75 -25 4.9 +5.3
LGRO Level Four Large Cap Growth Active ETF 1.0 55 -5 4.1 +4.5
SCHV Schwab U.S. Large-Cap Value ETF 1.0 4 46 6.8 +7.1
PRAY FIS Christian Stock Fund 1.0 69 -19 5.1 +5.5
LCF Touchstone US Large Cap Focused ETF 1.0 69 -19 4.2 +4.6
FLV American Century Focused Large Cap Value ETF 1.0 42 8 6.8 +7.2
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.0 65 -15 4.6 +5.0
VFMF Vanguard U.S. Multifactor ETF 1.0 18 32 7.7 +8.1
XMMO Invesco S&P MidCap Momentum ETF 1.0 34 16 4.3 +4.7
JIRE JPMorgan International Research Enhanced Equity ETF 1.0 24 26 6.8 +7.2
TMFC Motley Fool 100 Index ETF 1.0 50 0 3.4 +3.8
USMF WisdomTree U.S. Multifactor Fund 1.0 28 22 7.4 +7.8
EBI Longview Advantage ETF 0.9 35 15 6.6 +7.0
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.9 46 4 6.4 +6.8
AVSD Avantis Responsible International Equity ETF 0.9 23 27 5.0 +5.4
IWN iShares Russell 2000 Value ETF 0.9 24 26 7.6 +8.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 21 8.3 +8.7
VSDA VictoryShares Dividend Accelerator ETF 0.9 35 15 7.4 +7.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.9 45 5 6.6 +7.0
VTWV Vanguard Russell 2000 Value ETF 0.9 10 40 7.7 +8.1
DGT State Street SPDR Global Dow ETF 0.9 50 0 6.5 +6.9
FLEE Franklin FTSE Europe ETF 0.9 9 41 6.9 +7.3
EZU iShares MSCI Eurozone ETF 0.9 52 -2 6.3 +6.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.9 29 21 4.7 +5.1
JVAL JPMorgan U.S. Value Factor ETF 0.9 12 38 7.8 +8.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.9 55 -5 4.3 +4.7
VFVA Vanguard U.S. Value Factor ETF 0.9 13 37 10.6 +11.0
IPO Renaissance IPO ETF 0.9 60 -10 3.5 +3.9
IEV iShares Europe ETF 0.9 67 -17 6.5 +6.9
XSMO Invesco S&P SmallCap Momentum ETF 0.9 39 11 4.5 +4.9
EES WisdomTree U.S. SmallCap Fund 0.9 38 12 8.7 +9.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.9 29 21 7.5 +7.9
BBEU JPMorgan BetaBuilders Europe ETF 0.9 9 41 6.9 +7.3
BUZZ VanEck Social Sentiment ETF 0.9 75 -25 -1.0 -0.6
GQI Natixis Gateway Quality Income ETF 0.9 34 16 5.0 +5.4
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.8 12 38 4.0 +4.4
AIQ Global X Artificial Intelligence & Technology ETF 0.8 68 -18 3.6 +4.0
LCLG Logan Capital Broad Innovative Growth ETF 0.8 99 -49 4.1 +4.5
BLCR iShares Large Cap Core Active ETF 0.8 36 14 3.5 +3.9
AUSF Global X Adaptive U.S. Factor ETF 0.8 27 23 9.1 +9.5
IEUR iShares Core MSCI Europe ETF 0.8 11 39 7.0 +7.4
TTAC FCF US Quality ETF 0.8 59 -9 6.1 +6.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.8 48 2 6.2 +6.6
PY Principal Value ETF 0.8 15 35 7.3 +7.7
DIVG Invesco S&P 500 High Dividend Growers ETF 0.8 39 11 8.5 +8.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 0.8 30 20 10.4 +10.8
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 0.8 7 43 11.0 +11.4
SPDV AAM S&P 500 High Dividend Value ETF 0.8 29 21 12.1 +12.5
THRO iShares U.S. Thematic Rotation Active ETF 0.8 90 -40 4.2 +4.6
FLGR Franklin FTSE Germany ETF 0.8 9 41 7.0 +7.4
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 21 4.9 +5.3
XLK The Technology Select Sector SPDR Fund 0.8 8 42 4.4 +4.8
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.8 14 36 5.9 +6.3
AVDE Avantis International Equity ETF 0.8 23 27 7.0 +7.4
SPEU SPDR Portfolio Europe ETF 0.8 7 43 7.1 +7.4
VGK Vanguard FTSE Europe ETF 0.7 6 44 7.2 +7.6
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -2 7.1 +7.5
FEGE First Eagle Global Equity ETF 0.7 79 -29 6.5 +6.9
DFIC Dimensional International Core Equity 2 ETF 0.7 23 27 7.0 +7.4
NUSC Nuveen ESG Small-Cap ETF 0.7 31 19 5.2 +5.6
XSW State Street SPDR S&P Software & Services ETF 0.7 35 15 3.1 +3.5
DXIV Dimensional International Vector Equity ETF 0.7 34 16 7.4 +7.8
AVMV Avantis U.S. Mid Cap Value ETF 0.7 20 30 8.9 +9.3
FTEC Fidelity MSCI Information Technology Index ETF 0.7 8 42 4.0 +4.4
HFXI IQ FTSE International Equity Currency Neutral ETF 0.7 20 30 6.5 +6.9
EWY iShares MSCI South Korea ETF 0.7 58 -8 6.4 +6.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.7 35 15 7.6 +8.0
SFGV Sequoia Global Value ETF 0.7 23 27 8.2 +8.6
VLUE iShares MSCI USA Value Factor ETF 0.7 15 35 8.8 +9.2
ESGD iShares ESG Aware MSCI EAFE ETF 0.7 20 30 6.4 +6.8
CCNR ALPS CoreCommodity Natural Resources ETF 0.7 39 11 9.0 +9.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.7 55 -5 10.4 +10.8
TINY ProShares Nanotechnology ETF 0.7 58 -8 3.2 +3.5
TEXN iShares Texas Equity ETF 0.7 20 30 6.2 +6.6
VEGN US Vegan Climate ETF 0.7 60 -10 4.5 +4.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.7 30 20 4.4 +4.8
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 0.6 60 -10 4.0 +4.3
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.6 40 10 6.7 +7.0
VALQ American Century U.S. Quality Value ETF 0.6 29 21 7.9 +8.3
BKIE BNY Mellon International Equity ETF 0.6 4 46 6.6 +7.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.6 36 14 6.3 +6.6
MTUM iShares MSCI USA Momentum Factor ETF 0.6 15 35 3.7 +4.1
STXI Strive International Developed Markets ETF 0.6 29 21 6.3 +6.7
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.6 20 30 6.2 +6.6
SPHQ Invesco S&P 500 Quality ETF 0.6 15 35 5.6 +6.0
SPVM Invesco S&P 500 Value with Momentum ETF 0.6 39 11 7.5 +7.9
FITE State Street SPDR S&P Kensho Future Security ETF 0.6 45 5 1.6 +2.0
DIVI Franklin International Core Dividend Tilt Index ETF 0.6 9 41 7.6 +8.0
IYW iShares U.S. Technology ETF 0.6 40 10 3.9 +4.3
FENI Fidelity Enhanced International ETF 0.6 28 22 6.1 +6.5
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.6 22 28 5.9 +6.3
EFA iShares MSCI EAFE ETF 0.6 35 15 6.4 +6.8
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.5 25 25 6.4 +6.8
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 32 9.8 +10.2
DAX Global X DAX Germany ETF 0.5 21 29 6.7 +7.1
UMMA Wahed Dow Jones Islamic World ETF 0.5 65 -15 4.8 +5.2
VAMO Cambria Value & Momentum ETF 0.5 61 -11 6.4 +6.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.5 50 0 4.4 +4.8
DFIV Dimensional International Value ETF 0.5 27 23 8.7 +9.1
IGM iShares Expanded Tech Sector ETF 0.5 41 9 3.8 +4.1
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.5 42 8 6.3 +6.7
CATH Global X S&P 500 Catholic Values Custom ETF 0.5 29 21 4.6 +5.0
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.5 15 35 9.8 +10.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.5 3 47 6.6 +7.0
IEFA iShares Core MSCI EAFE ETF 0.5 7 43 6.7 +7.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 10 40 9.7 +10.1
IQSI IQ Candriam International Equity ETF 0.5 15 35 6.2 +6.6
DEW WisdomTree Global High Dividend Fund 0.5 58 -8 8.2 +8.6
JHMD John Hancock Multifactor Developed International ETF 0.5 39 11 7.1 +7.5
AVRE Avantis Real Estate ETF 0.5 17 33 7.4 +7.8
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 0.5 11 39 8.1 +8.5
FREL Fidelity MSCI Real Estate Index ETF 0.5 8 42 7.8 +8.2
JPRE JPMorgan Realty Income ETF 0.5 50 0 8.9 +9.3
BLLD JPMorgan Sustainable Infrastructure ETF 0.5 49 1 6.0 +6.3
DVND Touchstone Dividend Select ETF 0.5 67 -17 5.6 +6.0
RPV Invesco S&P 500 Pure Value ETF 0.5 35 15 10.2 +10.6
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 0.5 40 10 8.4 +8.8
DFAR Dimensional US Real Estate ETF 0.5 19 31 8.4 +8.8
FRI First Trust S&P REIT Index Fund 0.5 50 0 7.6 +8.0
SCHH Schwab U.S. REIT ETF 0.5 7 43 8.4 +8.8
ERET iShares Environmentally Aware Real Estate ETF 0.5 30 20 7.3 +7.7
IYR iShares U.S. Real Estate ETF 0.5 40 10 7.7 +8.1
REET iShares Global REIT ETF 0.5 14 36 7.6 +8.0
REZ iShares Residential and Multisector Real Estate ETF 0.5 48 2 6.3 +6.6
USRT iShares Core U.S. REIT ETF 0.5 8 42 8.1 +8.5
RWO SPDR Dow Jones Global Real Estate ETF 0.5 50 0 7.0 +7.4
RWR State Street SPDR Dow Jones REIT ETF 0.5 25 25 7.7 +8.1
XLRE Real Estate Select Sector SPDR Fund 0.5 8 42 8.0 +8.4
ICAP InfraCap Equity Income Fund ETF 0.5 171 -121 4.7 +5.1
PPTY US Diversified Real Estate ETF 0.5 53 -3 8.4 +8.8
RIET Hoya Capital High Dividend Yield ETF 0.5 50 0 53.1 +53.5
VGSR Vert Global Sustainable Real Estate ETF 0.5 47 3 7.7 +8.1
VNQ Vanguard Real Estate ETF 0.5 13 37 7.7 +8.1
VGT Vanguard Information Technology ETF 0.5 9 41 3.9 +4.3
FVAL Fidelity Value Factor ETF 0.5 15 35 6.8 +7.2
EIRL iShares MSCI Ireland ETF 0.5 50 0 7.7 +8.1
TMFG Motley Fool Global Opportunities ETF 0.5 85 -35 4.1 +4.5
ITOL Tema International Durable Quality ETF 0.5 60 -10 5.8 +6.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 11 9.8 +10.2
DFGR Dimensional Global Real Estate ETF 0.5 22 28 7.8 +8.2
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.5 12 38 5.8 +6.2
SURE AdvisorShares Insiders Advantage ETF 0.5 90 -40 9.6 +10.0
GSID Goldman Sachs MarketBeta International Equity ETF 0.5 20 30 6.5 +6.9
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.5 58 -8 6.4 +6.8
IQDG WisdomTree International Quality Dividend Growth Fund 0.5 42 8 6.5 +6.9
DWMF WisdomTree International Multifactor Fund 0.5 38 12 7.0 +7.4
IDEV iShares Core MSCI International Developed Markets ETF 0.4 4 46 6.7 +7.1
IXN iShares Global Tech ETF 0.4 41 9 3.5 +3.9
ISMD Inspire Small/Mid Cap ETF 0.4 54 -4 5.5 +5.9
AKAF The Frontier Economic Fund 0.4 20 30 6.4 +6.7
VEA Vanguard FTSE Developed Markets ETF 0.4 3 47 6.8 +7.2
EDEN iShares MSCI Denmark ETF 0.4 53 -3 6.3 +6.7
VFMV Vanguard U.S. Minimum Volatility ETF 0.4 13 37 5.9 +6.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.4 41 9 7.1 +7.5
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.4 25 25 7.0 +7.4
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.4 30 20 6.9 +7.2
VSGX Vanguard ESG International Stock ETF 0.4 10 40 7.5 +7.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.4 30 20 7.4 +7.8
YNOT Horizon Digital Frontier ETF 0.4 75 -25 3.1 +3.5
GLBL Pacer MSCI World Industry Advantage ETF 0.4 65 -15 4.1 +4.5
RPG Invesco S&P 500 Pure Growth ETF 0.4 35 15 3.5 +3.8
SIXS ETC 6 Meridian Small Cap Equity ETF 0.4 89 -39 9.6 +10.0
TRFM AAM Transformers ETF 0.4 49 1 1.3 +1.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.4 70 -20 5.0 +5.4
EWG iShares MSCI Germany ETF 0.4 50 0 6.2 +6.6
RODE Hartford Multifactor Diversified International ETF 0.4 29 21 10.4 +10.7
GXPT Global X PureCap MSCI Information Technology ETF 0.4 25 25 4.2 +4.6
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.4 5 45 8.0 +8.4
DFIS Dimensional International Small Cap ETF 0.4 39 11 7.0 +7.3
WWJD Inspire International ETF 0.4 80 -30 7.1 +7.5
SMCF Themes US Small Cap Cash Flow Champions ETF 0.4 29 21 11.7 +12.1
DHS WisdomTree U.S. High Dividend Fund 0.4 38 12 8.2 +8.5
ACWX iShares MSCI ACWI ex U.S. ETF 0.4 34 16 7.3 +7.7
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.4 12 38 7.4 +7.8
CWI SPDR MSCI ACWI ex-US ETF 0.4 30 20 7.5 +7.9
IMTM iShares MSCI Intl Momentum Factor ETF 0.4 30 20 5.4 +5.8
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.4 33 17 9.2 +9.5
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.4 24 26 7.2 +7.6
DIVB iShares Core Dividend ETF 0.4 5 45 8.3 +8.7
ECON Columbia Emerging Markets Consumer ETF 0.4 49 1 11.6 +12.0
DON WisdomTree U.S. MidCap Dividend Fund 0.4 38 12 9.2 +9.6
VIDI Vident International Equity Strategy ETF 0.3 61 -11 10.3 +10.7
RNIN Bushido Capital US SMID Cap Equity ETF 0.3 70 -20 12.6 +13.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.3 20 30 6.1 +6.5
JPSV JPMorgan Active Small Cap Value ETF 0.3 74 -24 8.5 +8.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.3 4 46 7.7 +8.0
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 43 7.5 +7.9
FDEV Fidelity International Multifactor ETF 0.3 18 32 7.4 +7.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.3 49 1 6.8 +7.2
SPXV ProShares S&P 500 Ex-Health Care ETF 0.3 9 41 4.6 +5.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.3 18 32 7.2 +7.6
VXUS Vanguard Total International Stock ETF 0.3 5 45 7.6 +8.0
DFAI Dimensional International Core Equity Market ETF 0.3 18 32 6.7 +7.1
INCE Franklin Income Equity Focus ETF 0.3 29 21 5.9 +6.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -6 6.3 +6.7
NUDV Nuveen ESG Dividend ETF 0.3 26 24 7.6 +8.0
QDEF FlexShares Quality Dividend Defensive Index Fund 0.3 37 13 6.1 +6.5
QDF FlexShares Quality Dividend Index Fund 0.3 37 13 6.3 +6.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.3 15 35 6.6 +7.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 0.3 29 21 7.5 +7.8
CSTK Invesco Comstock Contrarian Equity ETF 0.3 35 15 6.9 +7.3
PEY Invesco High Yield Equity Dividend Achievers ETF 0.3 52 -2 10.3 +10.7
PWV Invesco Large Cap Value ETF 0.3 55 -5 7.5 +7.9
QDIV Global X S&P 500 Quality Dividend ETF 0.3 20 30 9.0 +9.4
SDOG ALPS Sector Dividend Dogs ETF 0.3 36 14 9.7 +10.1
FDL First Trust Morningstar Dividend Leaders Index Fund 0.3 45 5 10.8 +11.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.3 50 0 8.8 +9.2
SCHD Schwab US Dividend Equity ETF 0.3 6 44 10.0 +10.4
BLCV iShares Large Cap Value Active ETF 0.3 53 -3 7.5 +7.9
GCOW Pacer Global Cash Cows Dividend ETF 0.3 60 -10 10.2 +10.6
WBIY WBI Power Factor High Dividend ETF 0.3 100 -50 13.8 +14.1
GINX SGI Enhanced Global Income ETF 0.3 98 -48 7.9 +8.3
DIVN Horizon Dividend Income ETF 0.3 70 -20 7.8 +8.2
VYM Vanguard High Dividend Yield Index ETF 0.3 6 44 7.0 +7.4
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.3 95 -45 10.8 +11.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 11 7.5 +7.9
FEUZ First Trust Eurozone AlphaDEX ETF 0.3 80 -30 7.6 +8.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.3 15 35 7.4 +7.8
TPIF Timothy Plan International ETF 0.3 62 -12 6.0 +6.4
FRDM Freedom 100 Emerging Markets ETF 0.3 49 1 7.2 +7.6
SCHF Schwab International Equity ETF 0.3 6 44 6.8 +7.2
XC WisdomTree Emerging Markets Ex-China Fund 0.2 32 18 5.4 +5.8
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.2 24 26 7.1 +7.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 5 8.3 +8.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 25 6.8 +7.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 15 6.1 +6.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.2 35 15 9.8 +10.2
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 20 8.3 +8.7
ROSC Hartford Multifactor Small Cap ETF 0.2 34 16 9.0 +9.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.2 49 1 10.9 +11.3
XSHQ Invesco S&P SmallCap Quality ETF 0.2 29 21 7.8 +8.2
ABLS Abacus FCF Small Cap Leaders ETF 0.2 59 -9 5.1 +5.5
SPMO Invesco S&P 500 Momentum ETF 0.2 13 37 3.9 +4.3
IEUS iShares MSCI Europe Small-Cap ETF 0.2 42 8 7.3 +7.7
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -75 6.8 +7.1
DTAN Sparkline International Intangible Value ETF 0.2 55 -5 7.9 +8.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 11 6.3 +6.7
FEP First Trust Europe AlphaDEX Fund 0.2 80 -30 8.0 +8.4
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 18 8.4 +8.8
CZAR Themes Natural Monopoly ETF 0.2 35 15 5.7 +6.1
FTHF First Trust Emerging Markets Human Flourishing ETF 0.2 75 -25 9.0 +9.4
EMXF iShares ESG Advanced MSCI EM ETF 0.2 16 34 7.9 +8.3
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.2 30 20 9.0 +9.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 11 5.7 +6.1
FLAX Franklin FTSE Asia Ex Japan ETF 0.2 19 31 8.4 +8.8
CIL VictoryShares International Volatility Wtd ETF 0.2 45 5 6.3 +6.7
XDAT Franklin Exponential Data ETF 0.2 50 0 2.5 +2.8
BKEM BNY Mellon Emerging Markets Equity ETF 0.2 11 39 9.2 +9.6
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -16 8.8 +9.2
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.2 36 14 9.0 +9.4
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.2 15 35 9.6 +9.9
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.2 58 -8 6.5 +6.9
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 32 3.8 +4.2
DISV Dimensional International Small Cap Value ETF 0.1 42 8 8.7 +9.1
TXS Texas Capital Texas Equity Index ETF 0.1 49 1 6.0 +6.4
SCHC Schwab International Small-Cap Equity ETF 0.1 11 39 7.4 +7.8
AKRE Akre Focus ETF 0.1 106 -56 0.0 +0.4
PKW Invesco Buyback Achievers ETF 0.1 62 -12 8.1 +8.5
VPL Vanguard FTSE Pacific ETF 0.1 7 43 6.4 +6.8
JHEM John Hancock Multifactor Emerging Markets ETF 0.1 49 1 9.3 +9.7
STXE Strive Emerging Markets Ex-China ETF 0.1 32 18 7.3 +7.7
EMXC iShares MSCI Emerging Markets ex China ETF 0.1 25 25 6.9 +7.3
TRUT VanEck Technology TruSector ETF 0.1 13 37 0.0 +0.4
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 30 10.2 +10.6
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.1 75 -25 9.5 +9.9
EEMA iShares MSCI Emerging Markets Asia ETF 0.1 49 1 9.0 +9.4
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 2 6.8 +7.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.1 15 35 9.0 +9.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 42 7.2 +7.6
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 10 6.8 +7.2
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 70 -20 8.4 +8.8
AVDS Avantis International Small Cap Equity ETF 0.1 30 20 6.9 +7.2
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 16 5.6 +6.0
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.1 30 20 9.8 +10.2
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -9 8.5 +8.9
EEM iShares MSCI Emerging Markets ETF 0.1 69 -19 9.4 +9.8
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 25 10.7 +11.1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 5 9.5 +9.9
GWX SPDR S&P International Small Cap ETF 0.1 40 10 6.6 +7.0
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 41 9.7 +10.1
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 9 8.1 +8.5
AVEM Avantis Emerging Markets Equity ETF 0.1 33 17 8.1 +8.5
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 15 8.6 +9.0
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 10 7.0 +7.4
DWM WisdomTree International Equity Fund 0.1 48 2 7.0 +7.4
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.0 53 -3 7.2 +7.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 25 8.9 +9.3
DEHP Dimensional Emerging Markets High Profitability ETF 0.0 41 9 6.3 +6.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 12 8.5 +8.9
AVIV Avantis International Large Cap Value ETF 0.0 25 25 8.1 +8.5

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 Franklin Genomic Advancements ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 0.6 %
Divided by: Fwd. P/BV 5.3 x
Less: Expense ratio 50 bp
Equals: ALTAR Score -0.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.51 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.