Direxion Hydrogen ETF
ALTAR
Score™		 -2.5% info Recommen-
dation		 AVOID
2023E    2024E
P/E
ratio		 637.1x P/Sales
ratio		 0.7x
P/BV
ratio		 1.7x Div.
yield		 1.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
HJEN tracks a modified market-cap-weighted index of global companies involved in businesses related to the hydrogen industry.

FUND BASICS
Category Global Equities
Fund Sponsor Direxion
Website www.direxion.com
Inception date Mar 25, 2021
Assets (mns) $31
Currency USD
Expense ratio 45 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 30
Wgt avg mkt cap (mns) $30,437
Large cap (>$10bn) 21.1%
Mid cap ($2-10bn) 26.0%
Small cap (<$2bn) 40.3%
Developed mkts 90.1%
Emerging mkts 10.0%

TOP TEN HOLDINGS
NEL ASA 8.4 %
PLUG POWER INC 8.3 %
AIR LIQUIDE SA 8.0 %
ROYAL DUTCH SHELL PLC-ADR 6.9 %
BLOOM ENERGY CORPORATION CLASS A 6.7 %
FUELCELL ENERGY, INC. 5.1 %
LINDE PLC 4.6 %
AIR PRODUCTS & CHEMICALS INC 4.5 %
JX HOLDINGS INC 4.5 %
DOOSAN FUEL CELL CO., LTD. 4.5 %
Total 61.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 25.1 %
BRITAIN 23.2 %
JAPAN 12.8 %
FRANCE 9.8 %
NORWAY 8.9 %
SOUTH KOREA 6.0 %
CANADA 4.3 %
SWEDEN 3.0 %
THAILAND 2.7 %
TAIWAN 1.3 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-7.3% -24.8% -- -- -27.4%

Market Correlations
versus... Beta R-squared
S&P500 1.35 49%
MSCI EAFE 1.33 45%
MSCI Emg. Mkts. 1.27 42%

Technical Indicators
Recent close $13.14
30d moving avg. $13.26
Annualized volatility 35.8%
Short interest (ETF) 0.5%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 13
Turnover 0.6%
Bid/Ask (% of price) 0.84%
ADV underlying (mns) $1,520

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 480 potential alternatives to the Direxion Hydrogen ETF ETF based on the alternatives' overlap in portfolio holdings with HJEN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: HJEN Expense: 45 bp ALTAR Score™: -2.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH HJEN
Ticker Fund
Name		 Overlap1
vs HJEN
(%)		 Expense
ratio
(bp)		 Savings
vs HJEN
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs HJEN
(%)
HDRO Defiance Next Gen H2 ETF 59.4 30 15 -7.5 -5.0
HYDR Global X Hydrogen ETF 48.8 50 -5 -7.4 -5.0
BSEA ETFMG Breakwave Sea Decarbonization Tech ETF 17.5 75 -30 0.8 +3.3
CTEC Global X CleanTech ETF 11.2 50 -5 2.5 +5.0
WBAT WisdomTree Battery Value Chain and Innovation Fund 9.5 45 0 0.9 +3.4
FMAT Fidelity MSCI Materials Index ETF 9.2 84 -39 6.6 +9.1
PBD Invesco Global Clean Energy ETF 9.1 75 -30 -0.7 +1.8
CRAK VanEck Oil Refiners ETF 8.7 59 -14 12.7 +15.1
ENRG SoFi Smart Energy ETF 6.7 59 -14 -1.6 +0.8
MXI iShares Global Materials ETF 6.5 40 5 8.3 +10.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 6.4 39 6 -1.2 +1.3
JZRO Janus Henderson Net Zero Transition Resources ETF 6.3 60 -15 7.5 +10.0
CNRG SPDR S&P Kensho Clean Power ETF 6.1 45 0 2.7 +5.1
FRNW Fidelity Clean Energy ETF 5.7 39 6 2.0 +4.4
BNE Blue Horizon BNE ETF 5.1 87 -42 3.8 +6.3
ORFN Constrained Capital ESG Orphans ETF 4.9 75 -30 6.6 +9.1
AVIV Avantis International Large Cap Value ETF 4.8 25 20 9.9 +12.4
EWQ iShares MSCI France ETF 4.8 50 -5 6.9 +9.3
FLFR Franklin FTSE France ETF 4.7 9 36 7.3 +9.7
VAW Vanguard Materials Index Fund 4.5 10 35 7.1 +9.6
IYM iShares U.S. Basic Materials ETF 4.5 39 6 7.7 +10.2
XLB Materials Select Sector SPDR Fund 4.5 10 35 6.4 +8.9
PBW Invesco WilderHill Clean Energy ETF 4.3 61 -16 -6.6 -4.2
BKCI BNY Mellon Concentrated International ETF 4.2 80 -35 4.2 +6.6
OSEA Harbor International Compounders ETF 4.2 55 -10 4.0 +6.5
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 4.1 69 -24 8.0 +10.4
ICLN iShares Global Clean Energy ETF 4.0 40 5 3.4 +5.8
FXZ First Trust Materials AlphaDEX Fund 4.0 64 -19 12.8 +15.3
ICOW Pacer Developed Markets International Cash Cows 100 ETF 3.9 65 -20 16.5 +18.9
PYZ Invesco DWA Basic Materials Momentum ETF 3.9 60 -15 9.7 +12.1
VCLN Virtus Duff & Phelps Clean Energy ETF 3.8 59 -14 3.6 +6.1
RNEW VanEck Green Infrastructure ETF 3.6 45 0 1.1 +3.5
ACES ALPS Clean Energy ETF 3.5 55 -10 -2.5 -0.1
RTM Invesco S&P 500 Equal Weight Materials ETF 3.5 40 5 8.5 +11.0
AIEQ AI Powered Equity ETF 3.5 75 -30 6.8 +9.3
SIMS SPDR S&P Kensho Intelligent Structures ETF 3.5 45 0 0.7 +3.1
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 3.3 58 -13 -0.3 +2.2
RFFC RiverFront Dynamic US Flex-Cap ETF 3.2 52 -7 7.4 +9.8
YLDE ClearBridge Dividend Strategy ESG ETF 3.0 59 -14 5.9 +8.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.0 35 10 6.7 +9.2
FJP First Trust Japan AlphaDEX Fund 2.8 80 -35 11.9 +14.3
CGDV Capital Group Dividend Value ETF 2.8 33 12 6.4 +8.8
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 2.7 32 13 7.5 +9.9
FEZ SPDR EURO STOXX 50 ETF 2.7 29 16 8.2 +10.7
NDIV Amplify Natural Resources Dividend Income ETF 2.4 59 -14 13.4 +15.9
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 2.4 61 -16 9.1 +11.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.3 30 15 5.1 +7.5
JEPI JPMorgan Equity Premium Income ETF 2.3 35 10 6.1 +8.6
NTZG Nuveen Global Net Zero Transition ETF 2.2 55 -10 5.5 +8.0
AVDE Avantis International Equity ETF 2.1 23 22 9.0 +11.5
GCOW Pacer Global High Dividend ETF 2.0 60 -15 16.7 +19.2
DIVD Altrius Global Dividend ETF 2.0 49 -4 11.8 +14.2
INNO Harbor Disruptive Innovation ETF 2.0 75 -30 -3.3 -0.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.0 15 30 7.3 +9.8
FTCS First Trust Capital Strength ETF 1.9 55 -10 7.8 +10.2
FLLV Franklin Liberty U.S. Low Volatility ETF 1.9 29 16 6.4 +8.8
IDOG ALPS International Sector Dividend Dogs ETF 1.9 50 -5 13.2 +15.6
HVAL ALPS Hillman Active Value ETF 1.8 55 -10 7.6 +10.0
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.8 70 -25 2.9 +5.4
JIG JPMorgan International Growth ETF 1.8 55 -10 4.8 +7.3
LVOL American Century Low Volatility ETF 1.8 29 16 6.1 +8.6
KRUZ Unusual Whales Subversive Republican Trading ETF 1.8 75 -30 6.3 +8.7
EZU iShares MSCI Eurozone ETF 1.8 50 -5 7.3 +9.8
FSST Fidelity Sustainability U.S. Equity ETF 1.7 59 -14 5.8 +8.2
DVND Touchstone Dividend Select ETF 1.7 67 -22 6.8 +9.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 1.6 47 -2 7.1 +9.6
DRIV Global X Autonomous & Electric Vehicles ETF 1.6 68 -23 4.4 +6.9
SMOG VanEck Low Carbon Energy ETF 1.6 55 -10 3.0 +5.4
SAMT Strategas Macro Thematic Opportunities ETF 1.6 65 -20 4.1 +6.5
TMDV ProShares Russell US Dividend Growers ETF 1.6 36 9 6.4 +8.9
HAIL SPDR S&P Kensho Smart Mobility ETF 1.6 45 0 -3.2 -0.8
EFAV iShares Edge MSCI Min Vol EAFE ETF 1.5 20 25 6.5 +9.0
DIHP Dimensional International High Profitability ETF 1.5 29 16 8.5 +10.9
MVPS Amplify Thematic All-Stars ETF 1.5 49 -4 2.0 +4.5
ENOR iShares MSCI Norway ETF 1.4 53 -8 6.6 +9.1
DFND Siren DIVCON Dividend Defender ETF 1.4 150 -105 5.8 +8.2
NORW Global X MSCI Norway ETF 1.4 50 -5 6.6 +9.0
KOMP SPDR Kensho New Economies Composite ETF 1.4 20 25 -1.1 +1.4
GSFP Goldman Sachs Future Planet Equity ETF 1.3 75 -30 3.9 +6.3
HEDJ WisdomTree Europe Hedged Equity Fund 1.3 58 -13 9.5 +12.0
CVY Invesco Zacks Multi-Asset Income ETF 1.3 100 -55 11.1 +13.6
SIXA 6 Meridian Mega Cap Equity ETF 1.3 82 -37 7.7 +10.2
EUDG WisdomTree Europe Quality Dividend Growth Fund 1.3 58 -13 6.7 +9.1
CGGO Capital Group Global Growth Equity ETF 1.3 47 -2 4.3 +6.8
JIRE JPMorgan International Research Enhanced Equity ETF 1.3 24 21 7.7 +10.1
ETHO Etho Climate Leadership U.S. ETF 1.3 47 -2 5.4 +7.9
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 1.2 75 -30 3.4 +5.9
NZRO Strategy Shares Halt Climate Change ETF 1.2 95 -50 1.8 +4.3
BATT Amplify Lithium & Battery Technology ETF 1.2 59 -14 3.7 +6.2
UMMA Wahed Dow Jones Islamic World ETF 1.2 65 -20 5.0 +7.5
EFG iShares MSCI EAFE Growth ETF 1.2 35 10 4.9 +7.4
DXJ WisdomTree Japan Hedged Equity Fund 1.2 48 -3 10.8 +13.3
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.2 45 0 5.0 +7.4
SNPG Xtrackers S&P 500 Growth ESG ETF 1.2 15 30 5.7 +8.1
IMTM iShares Edge MSCI Intl Momentum Factor ETF 1.1 30 15 8.2 +10.6
DFIC Dimensional International Core Equity 2 ETF 1.1 23 22 8.0 +10.5
DFIV Dimensional International Value ETF 1.1 30 15 9.6 +12.1
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 1.1 12 33 5.5 +8.0
FID First Trust S&P International Dividend Aristocrats ETF 1.1 60 -15 11.2 +13.6
DMXF iShares ESG Advanced MSCI EAFE ETF 1.1 12 33 6.2 +8.6
FDRR Fidelity Dividend ETF for Rising Rates 1.1 29 16 9.1 +11.6
VSDA VictoryShares Dividend Accelerator ETF 1.1 35 10 7.0 +9.4
AHOY Newday Ocean Health ETF 1.1 75 -30 6.3 +8.8
DWCR Arrow DWA Country Rotation ETF 1.0 111 -66 7.7 +10.2
IQIN IQ 500 International ETF 1.0 25 20 8.9 +11.4
ERTH Invesco MSCI Sustainable Future ETF 1.0 56 -11 4.2 +6.7
ACVF American Conservative Values ETF 1.0 75 -30 5.3 +7.8
JIDA JPMorgan ActiveBuilders International Equity ETF 1.0 25 20 7.3 +9.7
WWJD Inspire International ESG ETF 1.0 69 -24 8.1 +10.6
XT iShares Exponential Technologies ETF 1.0 46 -1 3.5 +5.9
TEMP JPMorgan Climate Change Solutions ETF 1.0 49 -4 4.4 +6.9
DEF Invesco Defensive Equity ETF 1.0 55 -10 7.0 +9.4
SPXT ProShares S&P 500 Ex-Technology ETF 1.0 27 18 6.4 +8.9
FEMS First Trust Emerging Markets Small Cap Alphadex Fund 0.9 80 -35 12.8 +15.3
FDMO Fidelity Momentum Factor ETF 0.9 29 16 5.1 +7.6
JQUA JPMorgan U.S. Quality Factor ETF 0.9 12 33 6.7 +9.2
CGUS Capital Group Core Equity ETF 0.9 33 12 5.8 +8.2
DURA VanEck Morningstar Durable Dividend ETF 0.9 29 16 8.0 +10.5
KVLE KFA Value Liner Dynamic Core Equity Index ETF 0.9 55 -10 6.8 +9.3
FDLO Fidelity Low Volatility Factor ETF 0.9 29 16 5.9 +8.4
IQSI IQ Candriam ESG International Equity ETF 0.9 15 30 7.6 +10.0
CVAR Cultivar ETF 0.9 87 -42 8.6 +11.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.9 10 35 6.1 +8.5
IEV iShares Europe ETF 0.9 58 -13 7.2 +9.7
IMFL Invesco International Developed Dynamic Multifactor ETF 0.9 34 11 6.6 +9.1
WDIV SPDR Global Dividend ETF 0.9 40 5 11.5 +14.0
SNPE Xtrackers S&P 500 ESG ETF 0.9 10 35 6.1 +8.5
JAVA JPMorgan Active Value ETF 0.9 44 1 7.0 +9.4
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.9 46 -1 7.4 +9.9
BBEU JPMorgan BetaBuilders Europe ETF 0.9 9 36 7.8 +10.3
FLEH Franklin FTSE Europe Hedged ETF 0.8 9 36 7.9 +10.3
SPMO Invesco S&P 500 Momentum ETF 0.8 13 32 7.5 +10.0
FLEE Franklin FTSE Europe ETF 0.8 9 36 7.9 +10.3
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.8 35 10 7.4 +9.8
FDT First Trust Developed Markets ex-US Alphadex Fund 0.8 80 -35 11.5 +14.0
IEUR iShares Core MSCI Europe ETF 0.8 9 36 7.5 +10.0
GDEF Goldman Sachs Defensive Equity ETF 0.8 55 -10 5.2 +7.7
SDY SPDR S&P Dividend ETF 0.8 35 10 7.2 +9.7
DGT SPDR Global Dow ETF 0.8 50 -5 7.8 +10.3
DIM WisdomTree International MidCap Dividend Fund 0.8 58 -13 9.4 +11.9
SPEU SPDR Portfolio Europe ETF 0.8 9 36 7.4 +9.8
EWJV iShares MSCI Japan Value ETF 0.8 15 30 9.1 +11.6
BKLC BNY Mellon US Large Cap Core Equity ETF 0.8 0 45 5.9 +8.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.8 20 25 5.8 +8.3
SPXN ProShares S&P 500 Ex-Financials ETF 0.8 27 18 5.9 +8.3
SPXV ProShares S&P 500 Ex-Health Care ETF 0.8 27 18 5.5 +8.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.8 60 -15 8.4 +10.9
VFMO Vanguard U.S. Momentum Factor ETF 0.8 13 32 4.1 +6.5
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 0.8 35 10 3.0 +5.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 -20 8.5 +11.0
LGLV SPDR Russell 1000 Low Volatility ETF 0.8 12 33 6.0 +8.5
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 16 6.6 +9.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.8 29 16 9.9 +12.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.7 7 38 5.9 +8.3
MTUM iShares MSCI USA Momentum Factor ETF 0.7 15 30 7.7 +10.2
CLNR IQ Cleaner Transport ETF 0.7 45 0 6.6 +9.0
QEFA SPDR MSCI EAFE Quality Mix ETF 0.7 30 15 7.7 +10.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.7 31 14 8.6 +11.0
EFA iShares MSCI EAFE ETF 0.7 32 13 7.4 +9.8
SPXE ProShares S&P 500 Ex-Energy ETF 0.7 27 18 5.8 +8.3
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 0.7 17 28 6.3 +8.8
RAFE PIMCO RAFI ESG U.S. ETF 0.7 29 16 8.3 +10.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.7 25 20 9.3 +11.7
GSID Goldman Sachs MarketBeta International Equity ETF 0.7 20 25 7.7 +10.1
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.7 35 10 7.5 +9.9
BKIE BNY Mellon International Equity ETF 0.7 4 41 8.1 +10.6
BLES Inspire Global Hope Large Cap ETF 0.7 49 -4 7.3 +9.7
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 0.7 7 38 7.6 +10.0
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 0.7 15 30 6.2 +8.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.7 7 38 5.9 +8.4
VOTE Engine No. 1 Transform 500 ETF 0.7 5 40 6.0 +8.4
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.7 20 25 7.3 +9.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.6 2 43 6.0 +8.5
JPXN iShares JPX-Nikkei 400 ETF 0.6 48 -3 8.5 +10.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.6 14 31 6.1 +8.5
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.6 80 -35 6.1 +8.6
FQAL Fidelity Quality Factor ETF 0.6 29 16 7.0 +9.5
FXN First Trust Energy AlphaDEX Fund 0.6 64 -19 6.1 +8.6
FVAL Fidelity Value Factor ETF 0.6 29 16 9.2 +11.7
GRZZ Grizzle Growth ETF 0.6 75 -30 6.8 +9.2
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 36 6.5 +9.0
JHMD John Hancock Multifactor Developed International ETF 0.6 39 6 8.2 +10.6
IEFA iShares Core MSCI EAFE ETF 0.6 7 38 7.5 +9.9
FVD First Trust Value Line Dividend Index Fund 0.6 67 -22 6.7 +9.2
HFXI IQ 50 Percent Hedged FTSE International ETF 0.6 20 25 7.7 +10.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.6 11 34 6.0 +8.5
SNPV Xtrackers S&P ESG Value ETF 0.6 15 30 6.7 +9.2
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.6 24 21 8.7 +11.1
JPIN JPMorgan Diversified Return International Equity ETF 0.6 37 8 9.3 +11.8
PIE Invesco DWA Emerging Markets Momentum ETF 0.6 90 -45 7.5 +10.0
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.6 25 20 8.3 +10.8
DFAI Dimensional International Core Equity Market ETF 0.6 18 27 7.5 +10.0
SCHF Schwab International Equity ETF 0.6 6 39 7.9 +10.3
CWI SPDR MSCI ACWI ex-US ETF 0.6 30 15 7.8 +10.3
IDEV iShares Core MSCI International Developed Markets ETF 0.6 4 41 7.5 +9.9
RNDM First Trust Developed International Equity Select ETF 0.6 65 -20 6.9 +9.3
GLIF AGFiQ Global Infrastructure ETF 0.5 45 0 6.2 +8.6
KLDW Gavekal Knowledge Leaders Developed World ETF 0.5 75 -30 5.7 +8.1
FILL iShares MSCI Global Energy Producers ETF 0.5 39 6 9.5 +11.9
ESGD iShares MSCI EAFE ESG Optimized ETF 0.5 20 25 7.1 +9.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 25 7.7 +10.2
FTC First Trust Large Cap Growth AlphaDEX Fund 0.5 59 -14 4.7 +7.2
EWJ iShares MSCI Japan ETF 0.5 50 -5 7.7 +10.1
IWX iShares Russell Top 200 Value ETF 0.5 20 25 7.4 +9.8
BBJP JPMorgan BetaBuilders Japan ETF 0.5 19 26 7.9 +10.3
AFLG First Trust Active Factor Large Cap ETF 0.5 55 -10 7.5 +10.0
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.5 46 -1 7.8 +10.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.5 45 0 9.0 +11.4
SPDW SPDR Portfolio Developed World ex-US ETF 0.5 4 41 7.3 +9.8
JHML John Hancock Multifactor Large Cap ETF 0.5 29 16 6.5 +9.0
KDIV KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 0.5 69 -24 8.7 +11.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.5 25 20 7.8 +10.2
VYM Vanguard High Dividend Yield Index ETF 0.5 6 39 8.4 +10.9
ECNS iShares MSCI China Small-Cap ETF 0.5 57 -12 9.1 +11.6
ISZE iShares Edge MSCI Intl Size Factor ETF 0.5 30 15 7.0 +9.4
MGV Vanguard Mega Cap Value ETF 0.5 7 38 7.8 +10.2
WKLY SoFi Weekly Dividend ETF 0.5 49 -4 8.8 +11.2
AVUS Avantis U.S. Equity ETF 0.5 15 30 7.1 +9.6
UIVM VictoryShares USAA MSCI International Value Momentum ETF 0.5 35 10 10.4 +12.8
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 0.5 25 20 6.6 +9.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.5 32 13 7.7 +10.1
VIG Vanguard Dividend Appreciation Index Fund 0.4 6 39 6.4 +8.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.4 41 4 7.7 +10.1
CARZ First Trust NASDAQ Global Auto Index Fund 0.4 70 -25 5.0 +7.4
IXC iShares Global Energy ETF 0.4 40 5 8.5 +11.0
STXD Strive 1000 Dividend Growth ETF 0.4 35 10 6.3 +8.8
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.4 28 17 6.6 +9.1
FLJP Franklin FTSE Japan ETF 0.4 9 36 7.8 +10.3
IXUS ishares Core MSCI Total International Stock ETF 0.4 7 38 7.6 +10.1
PXUS Principal International Adaptive Multi-Factor ETF 0.4 24 21 7.4 +9.8
FLJH Franklin FTSE Japan Hedged ETF 0.4 9 36 7.8 +10.2
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.4 58 -13 14.0 +16.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.4 40 5 9.4 +11.8
DWAS Invesco DWA SmallCap Momentum ETF 0.4 60 -15 2.8 +5.3
DWM WisdomTree International Equity Fund 0.4 48 -3 9.3 +11.8
SHE SPDR SSGA Gender Diversity Index ETF 0.4 20 25 6.0 +8.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 36 6.9 +9.4
EQAL Invesco Russell 1000 Equal Weight ETF 0.4 20 25 7.0 +9.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.4 39 6 8.4 +10.8
CGGR Capital Group Growth ETF 0.4 39 6 4.0 +6.4
VTV Vanguard Value Index Fund 0.4 4 41 8.0 +10.5
TRFM AAM Transformers ETF 0.4 49 -4 1.8 +4.3
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.4 68 -23 6.3 +8.7
HDUS Hartford Disciplined US Equity ETF 0.4 19 26 7.1 +9.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.4 39 6 8.2 +10.7
USXF iShares ESG Advanced MSCI USA ETF 0.4 10 35 5.9 +8.3
PFM Invesco Dividend Achievers ETF 0.4 53 -8 6.4 +8.9
WOMN Impact Shares YWCA Women's Empowerment ETF 0.4 75 -30 5.7 +8.1
IWD iShares Russell 1000 Value ETF 0.4 18 27 7.5 +9.9
VONV Vanguard Russell 1000 Value Index Fund 0.4 8 37 7.6 +10.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 25 6.8 +9.3
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 0.3 20 25 6.7 +9.2
HLAL Wahed FTSE USA Shariah ETF 0.3 50 -5 5.6 +8.0
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.3 80 -35 9.5 +11.9
DGRO iShares Core Dividend Growth ETF 0.3 8 37 7.3 +9.7
ICAP InfraCap Equity Income Fund ETF 0.3 80 -35 11.2 +13.7
DOL WisdomTree International LargeCap Dividend Fund 0.3 48 -3 9.7 +12.2
SCHV Schwab U.S. Large-Cap Value ETF 0.3 4 41 7.6 +10.1
VOOG Vanguard S&P 500 Growth ETF 0.3 10 35 6.1 +8.6
IVW iShares S&P 500 Growth ETF 0.3 18 27 6.0 +8.5
SPYG SPDR Portfolio S&P 500 Growth ETF 0.3 4 41 6.2 +8.6
USMV iShares Edge MSCI Min Vol USA ETF 0.3 15 30 6.6 +9.0
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 0.3 15 30 7.3 +9.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.3 9 36 6.8 +9.3
IEUS iShares MSCI Europe Small-Cap ETF 0.3 40 5 6.2 +8.7
URTH iShares MSCI World ETF 0.3 24 21 6.5 +8.9
DSI iShares MSCI KLD 400 Social ETF 0.3 25 20 6.0 +8.5
DFE WisdomTree Europe SmallCap Dividend Fund 0.3 58 -13 11.0 +13.5
IUSG iShares Core S&P US Growth ETF 0.3 4 41 6.2 +8.6
TPIF Timothy Plan International ETF 0.3 62 -17 7.3 +9.8
TOK iShares MSCI Kokusai ETF 0.3 25 20 6.3 +8.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.3 25 20 8.5 +10.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.3 49 -4 5.4 +7.9
IYE iShares U.S. Energy ETF 0.3 39 6 7.0 +9.5
IPAC iShares Core MSCI Pacific ETF 0.3 9 36 7.2 +9.7
ACWI iShares MSCI ACWI ETF 0.3 32 13 6.5 +9.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.3 12 33 6.0 +8.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.3 63 -18 3.6 +6.1
IWO iShares Russell 2000 Growth ETF 0.3 23 22 2.8 +5.3
VTWG Vanguard Russell 2000 Growth Index Fund 0.3 15 30 2.9 +5.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.3 15 30 5.7 +8.2
VGK Vanguard FTSE Europe ETF 0.3 8 37 7.6 +10.0
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.3 60 -15 5.4 +7.9
HAP VanEck Natural Resources ETF 0.3 49 -4 8.9 +11.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 7 38 6.4 +8.9
AVES Avantis Emerging Markets Value ETF 0.3 36 9 14.6 +17.1
QGRO American Century STOXX U.S. Quality Growth ETF 0.3 29 16 5.9 +8.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.2 75 -30 6.6 +9.1
NUSC Nuveen ESG Small-Cap ETF 0.2 30 15 5.6 +8.0
STXG Strive 1000 Growth ETF 0.2 18 27 5.2 +7.7
VPL Vanguard FTSE Pacific ETF 0.2 8 37 7.5 +9.9
BFOR Barron's 400 ETF 0.2 65 -20 9.1 +11.5
VDNI V-Shares US Leadership Diversity ETF 0.2 29 16 6.3 +8.8
EWGS iShares MSCI Germany Small Cap ETF 0.2 59 -14 9.3 +11.7
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.2 17 28 8.4 +10.9
VEA Vanguard FTSE Developed Markets ETF 0.2 5 40 7.6 +10.1
CIL VictoryShares International Volatility Weighted Index ETF 0.2 45 0 7.5 +10.0
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -35 10.4 +12.8
IQSU IQ Candriam ESG US Equity ETF 0.2 9 36 5.6 +8.1
EWUS iShares MSCI United Kingdom Small Cap ETF 0.2 59 -14 8.3 +10.8
DTH WisdomTree International High Dividend Fund 0.2 58 -13 11.5 +14.0
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 4 10.6 +13.1
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.2 35 10 7.2 +9.6
VIS Vanguard Industrials Index Fund 0.2 10 35 5.6 +8.0
ILCV iShares Morningstar Value ETF 0.2 4 41 7.7 +10.2
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.2 58 -13 9.2 +11.6
DWMF WisdomTree International Multifactor Fund 0.2 38 7 8.7 +11.1
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.2 42 3 6.4 +8.9
FIDU Fidelity MSCI Industrials Index ETF 0.2 8 37 5.9 +8.3
EWX SPDR S&P Emerging Markets Small Cap ETF 0.2 65 -20 6.9 +9.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 16 8.3 +10.7
DLN WisdomTree U.S. LargeCap Dividend Fund 0.2 28 17 7.3 +9.7
IWL iShares Russell Top 200 ETF 0.2 15 30 5.7 +8.2
CSML IQ Chaikin U.S. Small Cap ETF 0.2 35 10 6.6 +9.1
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 36 5.8 +8.3
MGC Vanguard Mega Cap Index Fund 0.2 7 38 5.8 +8.3
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.2 25 20 8.2 +10.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 25 8.0 +10.5
ISCG iShares Morningstar Small-Cap Growth ETF 0.2 6 39 2.1 +4.5
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.2 17 28 5.7 +8.1
VALQ American Century STOXX U.S. Quality Value ETF 0.2 29 16 10.0 +12.5
QVML Invesco S&P 500 QVM Multi-factor ETF 0.2 11 34 6.5 +8.9
SCHC Schwab International Small-Cap Equity ETF 0.2 11 34 6.1 +8.6
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 15 7.1 +9.6
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 25 7.0 +9.5
ROUS Hartford Multifactor US Equity ETF 0.2 19 26 8.6 +11.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.2 38 7 9.9 +12.3
XVV iShares ESG Screened S&P 500 ETF 0.2 8 37 6.0 +8.4
EFV iShares MSCI EAFE Value ETF 0.2 35 10 9.9 +12.4
IVLU iShares Edge MSCI Intl Value Factor ETF 0.2 30 15 11.6 +14.0
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 7 38 7.9 +10.3
DTD WisdomTree U.S.Total Dividend Fund 0.2 28 17 7.6 +10.1
OCEN IQ Clean Oceans ETF 0.2 45 0 6.5 +9.0
VV Vanguard Large-Cap Index Fund 0.2 4 41 6.0 +8.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.2 29 16 6.1 +8.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.2 20 25 5.9 +8.4
DIVB iShares Core Dividend 0.2 5 40 8.9 +11.4
VT Vanguard Total World Stock ETF 0.2 7 38 6.7 +9.1
FEX First Trust Large Cap Core AlphaDEX Fund 0.2 59 -14 7.4 +9.8
IWM iShares Russell 2000 ETF 0.2 19 26 4.5 +6.9
SCHK Schwab 1000 Index ETF 0.2 5 40 6.0 +8.5
ILCB iShares Morningstar U.S. Equity ETF 0.2 3 42 6.0 +8.5
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 20 5.3 +7.8
VBK Vanguard Small-Cap Growth Index Fund 0.2 7 38 1.7 +4.2
SCHX Schwab U.S. Large-Cap ETF 0.2 3 42 6.0 +8.5
VOO VANGUARD S&P 500 ETF 0.2 3 42 6.1 +8.6
IVV iShares Core S&P 500 ETF 0.2 3 42 6.1 +8.6
SPY SPDR S&P 500 ETF Trust 0.2 9 36 6.1 +8.5
VOT Vanguard Mid-Cap Growth Index Fund 0.2 7 38 5.0 +7.5
VTWO Vanguard Russell 2000 Index Fund 0.2 10 35 4.4 +6.9
SPLG SPDR Portfolio S&P 500 ETF 0.2 3 42 6.1 +8.6
CATH Global X S&P 500 Catholic Values Custom ETF 0.2 29 16 5.8 +8.3
VTI Vanguard Total Stock Market Index Fund 0.2 3 42 5.8 +8.3
VTHR Vanguard Russell 3000 Index Fund 0.2 10 35 5.8 +8.3
IWB iShares Russell 1000 ETF 0.2 15 30 5.9 +8.4
IWV iShares Russell 3000 ETF 0.2 20 25 5.7 +8.2
SCHB Schwab U.S. Broad Market ETF 0.2 3 42 6.0 +8.4
VONE Vanguard Russell 1000 ETF 0.2 8 37 6.0 +8.4
VSLU Applied Finance Valuation Large Cap ETF 0.2 49 -4 6.8 +9.2
IYY iShares Dow Jones U.S. ETF 0.2 20 25 5.9 +8.3
STRV Strive 500 ETF 0.2 5 40 6.0 +8.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.2 3 42 5.9 +8.3
PBUS Invesco PureBeta MSCI USA ETF 0.2 4 41 6.0 +8.5
SCZ iShares MSCI EAFE Small-Cap ETF 0.2 39 6 6.3 +8.8
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 36 6.9 +9.3
SPTM SPDR Portfolio Total Stock Market ETF 0.2 3 42 6.3 +8.8
DFUS Dimensional U.S. Equity ETF 0.2 11 34 6.0 +8.4
SIZE iShares MSCI USA Size Factor ETF 0.2 15 30 6.7 +9.2
DEM WisdomTree Emerging Markets High Dividend Fund 0.2 63 -18 14.6 +17.1
DXGE WisdomTree Germany Hedged Equity Fund 0.2 48 -3 10.0 +12.4
IUS Invesco Strategic US ETF 0.2 19 26 7.5 +10.0
DLS WisdomTree International SmallCap Dividend Fund 0.2 58 -13 9.6 +12.1
RVRB Reverb ETF 0.2 30 15 5.9 +8.4
SFY SoFi Select 500 ETF 0.1 0 45 5.8 +8.2
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 30 6.7 +9.2
STXK Strive Small-Cap ETF 0.1 18 27 5.4 +7.9
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 6 7.8 +10.3
VXF Vanguard Extended Market Index Fund 0.1 6 39 4.3 +6.7
SFYX Sofi Next 500 ETF 0.1 0 45 6.2 +8.7
NANC Unusual Whales Subversive Democratic Trading ETF 0.1 75 -30 4.9 +7.4
ILCG iShares Morningstar Growth ETF 0.1 4 41 4.8 +7.3
VXUS Vanguard Total International Stock ETF 0.1 7 38 7.7 +10.2
RODE Hartford Multifactor Diversified International ETF 0.1 29 16 13.0 +15.4
VYMI Vanguard International High Dividend Yield ETF 0.1 22 23 11.1 +13.5
IWC iShares Micro-Cap ETF 0.1 60 -15 -3.9 -1.4
DFAU Dimensional US Core Equity Market ETF 0.1 12 33 6.2 +8.7
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 41 6.5 +9.0
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.1 25 20 7.8 +10.3
SCHA Schwab U.S. Small-Cap ETF 0.1 4 41 5.6 +8.1
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 6 6.2 +8.7
ISCB iShares Morningstar Small-Cap ETF 0.1 4 41 5.2 +7.7
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.1 25 20 7.7 +10.1
AVEM Avantis Emerging Markets Equity ETF 0.1 33 12 9.9 +12.4
IMCG iShares Morningstar Mid-Cap Growth ETF 0.1 6 39 5.0 +7.5
VIGI Vanguard International Dividend Appreciation ETF 0.1 15 30 6.1 +8.6
VLU SPDR S&P 1500 Value Tilt ETF 0.1 12 33 8.5 +11.0
YPS Arrow Reverse Cap 500 ETF 0.1 29 16 6.9 +9.3
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 39 6 9.4 +11.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.1 39 6 4.1 +6.6
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 27 8.0 +10.5
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 19 26 6.8 +9.3
DIVI Franklin International Core Dividend Tilt Index ETF 0.1 9 36 9.2 +11.6
EPS WisdomTree U.S. Earnings 500 Fund 0.1 8 37 7.5 +9.9
BKSE BNY Mellon US Small Cap Core Equity ETF 0.1 4 41 6.1 +8.6
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 70 -25 2.0 +4.5
SSPY Syntax Stratified LargeCap ETF 0.1 30 15 7.4 +9.8
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.1 51 -6 11.0 +13.5
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 10 8.7 +11.1
HEET Hartford Schroders ESG US Equity ETF 0.1 39 6 7.0 +9.5
ONEO SPDR Russell 1000 Momentum Focus ETF 0.1 20 25 8.9 +11.4
RNDV US Equity Dividend Select ETF 0.1 50 -5 10.4 +12.8
DFLV Dimensional US Large Cap Value ETF 0.1 22 23 9.3 +11.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.1 7 38 5.9 +8.3
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.1 23 22 6.9 +9.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 36 6.4 +8.9
SMMD iShares Russell 2500 ETF 0.1 15 30 6.3 +8.8
VO Vanguard Mid-Cap Index Fund 0.1 4 41 6.8 +9.2
VB Vanguard Small-Cap ETF 0.1 5 40 6.1 +8.5
QLV FlexShares US Quality Low Volatility Index Fund 0.1 22 23 6.1 +8.6
RWL Invesco S&P 500 Revenue ETF 0.1 39 6 7.5 +9.9
IWN iShares Russell 2000 Value ETF 0.1 23 22 6.3 +8.8
FLKR Franklin FTSE South Korea ETF 0.1 9 36 8.8 +11.2
VTWV Vanguard Russell 2000 Value Index Fund 0.1 15 30 6.1 +8.6
RNLC Large Cap US Equity Select ETF 0.1 60 -15 7.6 +10.1
IGRO iShares International Dividend Growth ETF 0.1 15 30 8.8 +11.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 26 7.2 +9.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 36 4.7 +7.1
GWX SPDR S&P International Small Cap ETF 0.1 40 5 6.0 +8.4
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 21 6.9 +9.4
JHMM John Hancock Multifactor Mid Cap ETF 0.1 41 4 7.7 +10.2
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 22 5.1 +7.6
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -14 11.2 +13.7
IMCB iShares Morningstar Mid-Cap ETF 0.1 4 41 6.9 +9.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.1 4 41 6.9 +9.4
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 0.1 45 0 7.7 +10.2
AFSM First Trust Active Factor Small Cap ETF 0.1 75 -30 10.1 +12.5
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.1 35 10 7.3 +9.8
GSPY Gotham Enhanced 500 ETF 0.1 50 -5 6.3 +8.8
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 36 8.1 +10.5
DEW WisdomTree Global High Dividend Fund 0.1 58 -13 10.5 +12.9
IWR iShares Russell Midcap ETF 0.0 18 27 6.5 +8.9
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.0 18 27 8.4 +10.9
DFIS Dimensional International Small Cap ETF 0.0 39 6 6.6 +9.1
FBCG Fidelity Blue Chip Growth ETF 0.0 59 -14 2.4 +4.8
DFEV Dimensional Emerging Markets Value ETF 0.0 43 2 12.6 +15.0
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 37 8.2 +10.6
GXC SPDR S&P China ETF 0.0 59 -14 10.5 +12.9
STXE Strive Emerging Markets Ex-China ETF 0.0 32 13 7.1 +9.6
IWS iShares Russell Mid-Cap Value ETF 0.0 23 22 7.6 +10.0
DHS WisdomTree U.S. High Dividend Fund 0.0 38 7 10.1 +12.6
SQEW LeaderShares Equity Skew ETF 0.0 75 -30 5.4 +7.8
DFAS Dimensional U.S. Small Cap ETF 0.0 28 17 6.9 +9.4
VEGN US Vegan Climate ETF 0.0 60 -15 5.5 +7.9
DFAT Dimensional U.S. Targeted Value ETF 0.0 29 16 9.5 +12.0
ISCV iShares Morningstar Small Cap Value ETF 0.0 6 39 8.5 +10.9
DEHP Dimensional Emerging Markets High Profitability ETF 0.0 41 4 8.5 +10.9
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.0 21 24 4.1 +6.5
VSGX Vanguard ESG International Stock ETF 0.0 12 33 7.4 +9.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.0 20 25 7.9 +10.3
VUG Vanguard Growth Index Fund 0.0 4 41 4.8 +7.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 -4 5.8 +8.2
JEMA JPMorgan Emerging Markets Equity Core ETF 0.0 39 6 7.4 +9.9
SCHG Schwab U.S. Large-Cap Growth ETF 0.0 40 5 4.5 +6.9
DFUV Dimensional US Marketwide Value ETF 0.0 23 22 8.9 +11.3
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 9 7.9 +10.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.0 20 25 6.8 +9.3
INTF iShares Edge MSCI Multifactor Intl ETF 0.0 15 30 8.8 +11.2
VBR Vanguard Small Cap Value Index Fund 0.0 7 38 9.2 +11.6
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.0 15 30 9.2 +11.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 0.0 63 -18 4.7 +7.2
VONG Vanguard Russell 1000 Growth Index Fund 0.0 8 37 5.4 +7.9
IWF iShares Russell 1000 Growth ETF 0.0 18 27 5.3 +7.8
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 26 7.9 +10.3
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 20 11.2 +13.7
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 0.0 40 5 8.6 +11.0
HKND Humankind US Stock ETF 0.0 11 34 7.4 +9.9
STXV Strive 1000 Value ETF 0.0 18 27 8.7 +11.1
DFSU Dimensional US Sustainability Core 1 ETF 0.0 18 27 6.8 +9.2
DFSV Dimensional US Small Cap Value ETF 0.0 31 14 9.5 +11.9
SPEM SPDR Portfolio Emerging Markets ETF 0.0 11 34 8.1 +10.6

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%.

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  2018 2019 2020 2021 2022 2023E 2024E
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

Content on this tab for subscribers only

VALUATION METRICS
  2022 2023E 2024E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Direxion Hydrogen 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 -3.2 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 45 bp
Equals: ALTAR Score -2.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 CATEGORY
AVERAGE		 1.47
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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