iShares Energy Storage & Materials ETF
ALTAR
Score™		 3.8% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 27.3x P/Sales
ratio		 1.1x
P/BV
ratio		 1.7x Div.
yield		 2.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
IBAT tracks a price-weighted index of companies involved in energy storage solutions around the globe. The fund seeks to provide long-term growth opportunities from companies involved in the transition to a low-carbon economy.

FUND BASICS
Category Global Equities
Fund Sponsor iShares
Website www.blackrock.com/us/individual/resources/regulatory-documents/stream-document
Inception date Mar 19, 2024
Assets (mns) $7
Currency USD
Expense ratio 47 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 63
Wgt avg mkt cap (mns) $40,802
Large cap (>$10bn) 62.7%
Mid cap ($2-10bn) 29.8%
Small cap (<$2bn) 7.5%
Developed mkts 75.6%
Emerging mkts 24.4%

TOP TEN HOLDINGS
LG ENERGY SOLUTION LTD. 6.7 %
ASAHI KASEI CORP 5.9 %
MURATA MANUFACTURING CO LTD 5.9 %
BASF SE 5.8 %
CONTEMPORARY AMPEREX TECHNOLOGY LT 5.5 %
AIR PRODUCTS & CHEMICALS INC 5.5 %
AIR LIQUIDE SA 5.1 %
SAMSUNG SDI CO LTD 4.9 %
LG CHEM LTD 4.8 %
BLOOM ENERGY CORPORATION CLASS A 4.6 %
Total 54.6 %

TOP COUNTRY EXPOSURE
JAPAN 25.1 %
UNITED STATES 21.7 %
SOUTH KOREA 17.0 %
FRANCE 7.9 %
GERMANY 6.0 %
TAIWAN 3.3 %
SWITZERLAND 3.0 %
IRELAND 2.7 %
BRITAIN 2.6 %
CHINA 2.0 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
7.0% -1.4% -- -- -5.3%

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

Technical Indicators
Recent close $25.65
30d moving avg. $24.09
Annualized volatility 0.0%
Short interest (ETF) 0.4%
Relative strength (RSI) 69

Liquidity measures
Avg. volume (thou.) 2
Turnover 0.7%
Bid/Ask (% of price) 0.00%
ADV underlying (mns) $5,660

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 756 potential alternatives to the iShares Energy Storage & Materials ETF ETF based on the alternatives' overlap in portfolio holdings with IBAT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IBAT Expense: 47 bp ALTAR Score™: 3.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IBAT
Ticker Fund
Name		 Overlap1
vs IBAT
(%)		 Expense
ratio
(bp)		 Savings
vs IBAT
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IBAT
(%)
IDRV iShares Self-driving EV & Tech ETF 21.4 47 0 1.8 -2.0
CTEC Global X CleanTech ETF 17.9 50 -3 1.7 -2.1
MXI iShares Global Materials ETF 16.5 41 6 7.6 +3.8
BATT Amplify Lithium & Battery Technology ETF 13.1 59 -12 3.6 -0.2
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 12.6 58 -11 -2.3 -6.0
PBD Invesco Global Clean Energy ETF 12.2 75 -28 -0.3 -4.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 11.3 58 -11 4.7 +0.9
RSHO Tema American Reshoring ETF 10.8 75 -28 4.4 +0.7
LIT Global X Lithium & Battery Tech ETF 10.8 75 -28 4.8 +1.1
WBAT WisdomTree Battery Value Chain and Innovation Fund 10.6 45 2 4.0 +0.2
DRIV Global X Autonomous & Electric Vehicles ETF 10.0 68 -21 5.0 +1.3
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 9.0 79 -32 4.9 +1.2
PBW Invesco WilderHill Clean Energy ETF 8.9 66 -19 -3.7 -7.5
VOLT Tema Electrification ETF 8.7 75 -28 2.8 -0.9
GSFP Goldman Sachs Future Planet Equity ETF 8.6 75 -28 4.8 +1.0
CNRG SPDR S&P Kensho Clean Power ETF 8.4 45 2 1.0 -2.7
SMOG VanEck Low Carbon Energy ETF 8.3 61 -14 1.8 -2.0
IYM iShares U.S. Basic Materials ETF 8.1 40 7 6.0 +2.2
EWQ iShares MSCI France ETF 8.1 53 -6 7.3 +3.6
HYDR Global X Hydrogen ETF 8.0 50 -3 -4.1 -7.9
FMAT Fidelity MSCI Materials Index ETF 8.0 8 39 6.0 +2.3
PATN Pacer Nasdaq International Patent Leaders ETF 7.5 65 -18 6.2 +2.5
OCEN IQ Clean Oceans ETF 7.5 45 2 6.0 +2.3
XLB Materials Select Sector SPDR Fund 7.4 8 39 6.3 +2.5
FRNW Fidelity Clean Energy ETF 7.4 39 8 3.3 -0.5
VAW Vanguard Materials ETF 7.3 9 38 6.0 +2.3
ICLN iShares Global Clean Energy ETF 7.3 41 6 5.2 +1.4
CLNR IQ Cleaner Transport ETF 6.9 45 2 6.6 +2.9
RSPM Invesco S&P 500 Equal Weight Materials ETF 6.7 40 7 7.6 +3.9
FEZ SPDR EURO STOXX 50 ETF 6.5 29 18 7.2 +3.4
BKCI BNY Mellon Concentrated International ETF 6.4 80 -33 5.3 +1.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 6.3 39 8 -0.9 -4.7
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 6.3 72 -25 -0.9 -4.7
FTAG First Trust Indxx Global Agriculture ETF 6.2 70 -23 8.2 +4.5
ETEC iShares Breakthrough Environmental Solutions ETF 5.8 47 0 3.3 -0.5
DMXF iShares ESG Advanced MSCI EAFE ETF 5.7 12 35 5.5 +1.8
UMMA Wahed Dow Jones Islamic World ETF 5.6 65 -18 5.4 +1.7
OSEA Harbor International Compounders ETF 5.4 55 -8 4.8 +1.1
EV Mast Global Battery Recycling & Production ETF 5.4 65 -18 10.5 +6.7
ACES ALPS Clean Energy ETF 5.3 55 -8 -3.5 -7.3
ZAP Global X U.S. Electrification ETF 5.1 50 -3 4.1 +0.3
DIVS SmartETFs Dividend Builder ETF 5.1 65 -18 5.0 +1.3
SIMS SPDR S&P Kensho Intelligent Structures ETF 5.0 45 2 5.4 +1.7
OEUR ALPS O'Shares Europe Quality Dividend ETF 5.0 48 -1 6.1 +2.3
MOTO SmartETFs Smart Transportation & Technology ETF 5.0 68 -21 7.2 +3.5
EZU iShares MSCI Eurozone ETF 4.8 52 -5 6.8 +3.0
JIG JPMorgan International Growth ETF 4.8 55 -8 4.8 +1.0
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 4.8 45 2 6.9 +3.2
EFG iShares MSCI EAFE Growth ETF 4.8 36 11 4.4 +0.6
VCLN Virtus Duff & Phelps Clean Energy ETF 4.8 59 -12 5.0 +1.2
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 4.7 65 -18 -1.5 -5.3
EXI iShares Global Industrials ETF 4.7 42 5 4.5 +0.7
CARZ First Trust NASDAQ Global Auto Index Fund 4.7 70 -23 4.8 +1.0
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 4.5 60 -13 6.1 +2.3
HEDJ WisdomTree Europe Hedged Equity Fund 4.5 58 -11 6.6 +2.8
SNSR Global X Internet of Things ETF 4.4 68 -21 4.4 +0.7
MADE iShares U.S. Manufacturing ETF 4.4 40 7 5.1 +1.3
IGRO iShares International Dividend Growth ETF 4.3 15 32 7.3 +3.5
IQLT iShares MSCI Intl Quality Factor ETF 4.3 30 17 6.3 +2.5
BRIF FIS Bright Portfolios Focused Equity ETF 4.2 65 -18 4.9 +1.1
CEFA Global X S&P Catholic Values Developed ex-US ETF 4.2 35 12 6.6 +2.9
ERTH Invesco MSCI Sustainable Future ETF 4.2 62 -15 3.7 -0.1
IVEG iShares Emergent Food and AgTech Multisector ETF 4.1 47 0 9.2 +5.4
DXJ WisdomTree Japan Hedged Equity Fund 4.1 48 -1 7.5 +3.7
IVAL Alpha Architect International Quantitative Value ETF 3.9 49 -2 9.8 +6.1
YLDE ClearBridge Dividend Strategy ESG ETF 3.9 60 -13 5.7 +1.9
VIGI Vanguard International Dividend Appreciation ETF 3.9 10 37 6.3 +2.6
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 3.9 25 22 7.0 +3.2
BBJP JPMorgan BetaBuilders Japan ETF 3.8 19 28 6.8 +3.0
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 3.7 59 -12 4.3 +0.5
FLKR Franklin FTSE South Korea ETF 3.7 9 38 9.4 +5.6
BGIG Bahl & Gaynor Income Growth ETF 3.7 45 2 5.2 +1.5
RUNN Running Oak Efficient Growth ETF 3.7 58 -11 4.9 +1.1
DBJP Xtrackers MSCI Japan Hedged Equity ETF 3.6 47 0 6.2 +2.5
EWY iShares MSCI South Korea ETF 3.6 58 -11 8.7 +5.0
JIRE JPMorgan International Research Enhanced Equity ETF 3.6 24 23 7.2 +3.4
RAYS Global X Solar ETF 3.5 51 -4 6.5 +2.7
IEV iShares Europe ETF 3.5 67 -20 6.9 +3.1
EWJ iShares MSCI Japan ETF 3.5 50 -3 6.2 +2.4
EFAD ProShares MSCI EAFE Dividend Growers ETF 3.5 50 -3 6.0 +2.2
FLJP Franklin FTSE Japan ETF 3.5 9 38 6.3 +2.6
TAN Invesco Solar ETF 3.4 67 -20 6.9 +3.1
FLJH Franklin FTSE Japan Hedged ETF 3.4 9 38 6.1 +2.4
IQSI IQ Candriam International Equity ETF 3.4 15 32 6.6 +2.9
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 3.4 12 35 6.0 +2.2
JPXN iShares JPX-Nikkei 400 ETF 3.3 48 -1 6.7 +2.9
BOUT Innovator IBD Breakout Opportunities ETF 3.3 81 -34 2.7 -1.0
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 3.3 20 27 6.3 +2.6
EWJV iShares MSCI Japan Value ETF 3.3 15 32 8.8 +5.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.3 49 -2 9.4 +5.6
QINT American Century Quality Diversified International ETF 3.2 39 8 7.3 +3.6
STXI Strive International Developed Markets ETF 3.2 29 18 6.7 +2.9
ESGD iShares ESG Aware MSCI EAFE ETF 3.2 20 27 6.7 +3.0
NUEM Nuveen ESG Emerging Markets Equity ETF 3.2 36 11 8.0 +4.2
IEUR iShares Core MSCI Europe ETF 3.1 11 36 7.4 +3.6
EFA iShares MSCI EAFE ETF 3.1 35 12 6.7 +3.0
SPEU SPDR Portfolio Europe ETF 3.1 7 40 7.4 +3.6
BLCR iShares Large Cap Core Active ETF 3.1 36 11 3.7 -0.1
IMFL Invesco International Developed Dynamic Multifactor ETF 3.1 34 13 6.1 +2.3
IBOT Vaneck Robotics ETF 3.0 47 0 4.3 +0.6
BOTZ Global X Robotics & Artificial Intelligence ETF 3.0 69 -22 2.4 -1.4
EWL iShares MSCI Switzerland ETF 3.0 50 -3 6.2 +2.5
SHPP Pacer Industrials and Logistics ETF 3.0 60 -13 8.6 +4.9
LEAD Siren DIVCON Leaders Dividend ETF 3.0 43 4 4.2 +0.5
FLGR Franklin FTSE Germany ETF 3.0 9 38 7.0 +3.2
RGEF Rockefeller Global Equity ETF 3.0 55 -8 4.8 +1.0
FIDI Fidelity International High Dividend ETF 3.0 18 29 8.7 +4.9
GGRW Gabelli Growth Innovators ETF 2.9 90 -43 2.3 -1.5
XLI Industrial Select Sector SPDR Fund 2.9 8 39 4.3 +0.6
CAML Congress Large Cap Growth ETF 2.9 66 -19 3.4 -0.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.9 75 -28 3.1 -0.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.9 35 12 6.1 +2.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 2.9 30 17 7.0 +3.3
PAVE Global X U.S. Infrastructure Development ETF 2.9 47 0 5.2 +1.4
IDOG ALPS International Sector Dividend Dogs ETF 2.8 50 -3 12.1 +8.3
JGLO JPMorgan Global Select Equity ETF 2.8 33 14 4.9 +1.2
DIVZ TrueShares Low Volatility Equity Income ETF 2.8 65 -18 6.6 +2.9
CGIE Capital Group International Equity ETF 2.8 54 -7 5.1 +1.3
HFXI IQ FTSE International Equity Currency Neutral ETF 2.7 20 27 7.1 +3.3
IEFA iShares Core MSCI EAFE ETF 2.7 7 40 7.0 +3.2
FNDF Schwab Fundamental International Large Co. Index ETF 2.7 25 22 9.6 +5.8
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 2.7 14 33 6.2 +2.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.7 65 -18 2.1 -1.7
NXTG First Trust Indxx NextG ETF 2.7 70 -23 5.3 +1.5
EWG iShares MSCI Germany ETF 2.7 50 -3 6.2 +2.5
BDIV AAM Brentview Dividend Growth ETF 2.6 49 -2 4.6 +0.8
BEEZ Honeytree U.S. Equity ETF 2.6 64 -17 3.7 -0.1
CWI SPDR MSCI ACWI ex-US ETF 2.6 30 17 7.7 +3.9
FENI Fidelity Enhanced International ETF 2.6 28 19 6.6 +2.8
DBEU Xtrackers MSCI Europe Hedged Equity ETF 2.6 46 1 6.7 +2.9
VGK Vanguard FTSE Europe ETF 2.6 6 41 7.5 +3.7
STXD Strive 1000 Dividend Growth ETF 2.6 35 12 4.8 +1.0
JEPI JPMorgan Equity Premium Income ETF 2.6 35 12 5.6 +1.8
VIS Vanguard Industrials ETF 2.6 9 38 4.5 +0.7
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 2.6 32 15 6.0 +2.3
BBEU JPMorgan BetaBuilders Europe ETF 2.6 9 38 7.2 +3.5
IDHQ Invesco S&P International Developed High Quality ETF 2.6 29 18 6.6 +2.9
NETZ TCW Transform Systems ETF 2.6 75 -28 2.5 -1.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 2.5 36 11 6.5 +2.8
GSID Goldman Sachs MarketBeta International Equity ETF 2.5 20 27 6.9 +3.1
DIVI Franklin International Core Dividend Tilt Index ETF 2.5 9 38 7.9 +4.2
MGV Vanguard Mega Cap Value ETF 2.5 7 40 6.6 +2.9
GRNY Fundstrat Granny Shots US Large Cap ETF 2.5 75 -28 2.6 -1.2
IPAV Global X Infrastructure Development ex-U.S. ETF 2.5 55 -8 7.7 +4.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 2.5 45 2 8.8 +5.1
SPDW SPDR Portfolio Developed World ex-US ETF 2.5 3 44 7.0 +3.3
FLEE Franklin FTSE Europe ETF 2.5 9 38 7.3 +3.5
CGDV Capital Group Dividend Value ETF 2.5 33 14 4.5 +0.8
CGGO Capital Group Global Growth Equity ETF 2.5 47 0 4.7 +0.9
LVOL American Century Low Volatility ETF 2.4 29 18 4.9 +1.1
IDAT iShares Future Cloud 5G and Tech ETF 2.4 47 0 4.7 +0.9
DAX Global X DAX Germany ETF 2.4 21 26 6.7 +2.9
IDEV iShares Core MSCI International Developed Markets ETF 2.4 4 43 7.0 +3.2
FIDU Fidelity MSCI Industrial Index ETF 2.4 8 39 4.4 +0.6
LRGE ClearBridge Large Cap Growth ESG ETF 2.4 59 -12 3.9 +0.1
IQDG WisdomTree International Quality Dividend Growth Fund 2.4 42 5 7.3 +3.6
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 2.4 55 -8 5.8 +2.1
ROBO ROBO Global Robotics & Automation Index ETF 2.4 95 -48 3.4 -0.4
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 2.4 80 -33 5.0 +1.2
CGUS Capital Group Core Equity ETF 2.4 33 14 4.3 +0.6
LRGC AB US Large Cap Strategic Equities ETF 2.4 48 -1 4.4 +0.7
AVIV Avantis International Large Cap Value ETF 2.4 25 22 8.6 +4.8
PPA Invesco Aerospace & Defense ETF 2.3 58 -11 2.5 -1.3
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 2.3 58 -11 7.1 +3.3
DFIV Dimensional International Value ETF 2.3 27 20 9.6 +5.9
RND First Trust Bloomberg R&D Leaders ETF 2.3 60 -13 3.6 -0.1
DTAN Sparkline International Intangible Value ETF 2.3 55 -8 8.5 +4.8
IVLU iShares MSCI Intl Value Factor ETF 2.3 30 17 10.4 +6.6
VPL Vanguard FTSE Pacific ETF 2.3 7 40 6.8 +3.1
IWX iShares Russell Top 200 Value ETF 2.3 20 27 6.2 +2.4
BKIE BNY Mellon International Equity ETF 2.3 4 43 7.0 +3.3
XT iShares Exponential Technologies ETF 2.2 46 1 4.9 +1.2
SCHF Schwab International Equity ETF 2.2 6 41 7.3 +3.5
IPDP Dividend Performers ETF 2.2 122 -75 5.1 +1.3
HAIL SPDR S&P Kensho Smart Mobility ETF 2.2 45 2 0.4 -3.4
SNPV Xtrackers S&P 500 Value ESG ETF 2.2 15 32 6.7 +3.0
VEA Vanguard FTSE Developed Markets ETF 2.2 3 44 7.2 +3.5
DFUV Dimensional US Marketwide Value ETF 2.2 22 25 7.5 +3.7
ACWX iShares MSCI ACWI ex U.S. ETF 2.2 34 13 7.8 +4.0
FJP First Trust Japan AlphaDEX Fund 2.1 80 -33 8.9 +5.1
IPAC iShares Core MSCI Pacific ETF 2.1 9 38 6.3 +2.6
DFAI Dimensional International Core Equity Market ETF 2.1 18 29 7.1 +3.4
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.1 60 -13 9.0 +5.3
VIG Vanguard Dividend Appreciation ETF 2.1 5 42 5.6 +1.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 2.1 20 27 6.5 +2.7
DIVL Madison Dividend Value ETF 2.1 65 -18 5.8 +2.0
DFLV Dimensional US Large Cap Value ETF 2.1 22 25 7.7 +4.0
NUDM Nuveen ESG International Developed Markets Equity ETF 2.1 31 16 6.3 +2.5
FTCS First Trust Capital Strength ETF 2.0 55 -8 5.8 +2.1
DSTX Distillate International Fundamental Stability & Value ETF 2.0 55 -8 7.9 +4.2
FLTW Franklin FTSE Taiwan ETF 2.0 19 28 6.8 +3.1
EUDV ProShares MSCI Europe Dividend Growers ETF 2.0 55 -8 6.2 +2.5
USXF iShares ESG Advanced MSCI USA ETF 2.0 10 37 4.5 +0.8
SDG iShares MSCI Global Sustainable Development Goals ETF 2.0 49 -2 5.8 +2.1
INTF iShares International Equity Factor ETF 2.0 15 32 7.6 +3.8
IYJ iShares U.S. Industrials ETF 2.0 40 7 4.6 +0.8
DGT SPDR Global Dow ETF 2.0 50 -3 7.0 +3.3
KOCG FIS Knights of Columbus Global Belief ETF 2.0 75 -28 5.2 +1.4
VTV Vanguard Value ETF 1.9 4 43 6.9 +3.1
IXUS iShares Core MSCI Total International Stock ETF 1.9 7 40 7.9 +4.2
SWP SWP Growth & Income ETF 1.9 99 -52 4.1 +0.3
FTGS First Trust Growth Strength ETF 1.9 60 -13 5.0 +1.2
EWT iShares MSCI Taiwan ETF 1.9 58 -11 6.7 +2.9
CGXU Capital Group International Focus Equity ETF 1.9 54 -7 5.6 +1.8
DTEC ALPS Disruptive Technologies ETF 1.9 50 -3 3.9 +0.1
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.9 47 0 8.4 +4.6
JHMD John Hancock Multifactor Developed International ETF 1.9 39 8 7.6 +3.8
VEU Vanguard FTSE All-World ex-US Index Fund 1.9 4 43 8.1 +4.4
AVDE Avantis International Equity ETF 1.8 23 24 7.4 +3.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.8 60 -13 4.6 +0.8
VSDA VictoryShares Dividend Accelerator ETF 1.8 35 12 7.0 +3.3
DFIC Dimensional International Core Equity 2 ETF 1.8 23 24 7.4 +3.6
SEMG Suncoast Select Growth ETF 1.8 60 -13 4.2 +0.4
QQMG Invesco ESG NASDAQ 100 ETF 1.8 20 27 4.1 +0.4
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.8 65 -18 12.1 +8.3
PPIE Putnam PanAgora ESG International Equity ETF 1.8 49 -2 7.4 +3.7
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 1.8 25 22 7.3 +3.5
GXUS Goldman Sachs MarketBeta Total International Equity ETF 1.8 18 29 7.9 +4.1
DWX SPDR S&P International Dividend ETF 1.8 45 2 6.1 +2.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.8 12 35 5.2 +1.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.8 41 6 7.5 +3.7
PFM Invesco Dividend Achievers ETF 1.7 53 -6 5.3 +1.5
VWID Virtus WMC International Dividend ETF 1.7 49 -2 8.5 +4.7
QTOP iShares Nasdaq Top 30 Stocks ETF 1.7 20 27 4.1 +0.3
VXUS Vanguard Total International Stock ETF 1.7 5 42 7.9 +4.2
INCE Franklin Income Equity Focus ETF 1.7 29 18 5.5 +1.8
AIVI WisdomTree International AI Enhanced Value Fund 1.7 58 -11 7.0 +3.3
SPHQ Invesco S&P 500 Quality ETF 1.7 15 32 5.5 +1.7
SRHQ SRH U.S. Quality ETF 1.7 35 12 7.6 +3.8
LDEM iShares ESG MSCI EM Leaders ETF 1.7 17 30 14.1 +10.3
KOMP SPDR S&P Kensho New Economies Composite ETF 1.7 20 27 2.5 -1.2
PTL Inspire 500 ETF 1.7 9 38 5.2 +1.4
FXZ First Trust Materials AlphaDEX Fund 1.7 61 -14 9.9 +6.2
IWFG IQ Winslow Focused Large Cap Growth ETF 1.7 65 -18 2.9 -0.9
JAVA JPMorgan Active Value ETF 1.7 44 3 6.4 +2.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.6 15 32 7.5 +3.7
GVUS Marketbeta Russell 1000 Value Equity ETF 1.6 12 35 6.5 +2.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 1.6 25 22 7.1 +3.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.6 30 17 4.4 +0.6
SDY SPDR S&P Dividend ETF 1.6 35 12 6.6 +2.8
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 12 6.4 +2.7
SHE SPDR MSCI USA Gender Diversity ETF 1.6 20 27 5.0 +1.2
ACVF American Conservative Values ETF 1.6 75 -28 4.3 +0.6
AVSD Avantis Responsible International Equity ETF 1.6 23 24 5.7 +1.9
EMXF iShares ESG Advanced MSCI EM ETF 1.6 16 31 8.6 +4.8
IOO iShares Global 100 ETF 1.6 41 6 4.8 +1.0
CCSO Carbon Collective Climate Solutions US Equity ETF 1.6 35 12 1.0 -2.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.6 10 37 4.9 +1.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.6 56 -9 6.1 +2.3
IWD iShares Russell 1000 Value ETF 1.5 19 28 6.4 +2.6
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.5 42 5 7.2 +3.5
AUSF Global X Adaptive U.S. Factor ETF 1.5 27 20 8.7 +4.9
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -32 4.1 +0.3
VFMV Vanguard U.S. Minimum Volatility ETF 1.5 13 34 5.7 +1.9
EUDG WisdomTree Europe Quality Dividend Growth Fund 1.5 58 -11 6.9 +3.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.5 40 7 7.4 +3.7
DVND Touchstone Dividend Select ETF 1.5 67 -20 5.6 +1.8
DWM WisdomTree International Equity Fund 1.5 48 -1 7.4 +3.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.5 9 38 5.7 +1.9
KLMT Invesco MSCI Global Climate 500 ETF 1.5 10 37 5.7 +2.0
DOL WisdomTree International LargeCap Dividend Fund 1.5 48 -1 7.2 +3.4
VONV Vanguard Russell 1000 Value ETF 1.5 7 40 6.5 +2.8
CCNR ALPS CoreCommodity Natural Resources ETF 1.5 39 8 11.0 +7.3
DSI iShares MSCI KLD 400 Social ETF 1.5 25 22 4.8 +1.0
DURA VanEck Durable High Dividend ETF 1.4 29 18 8.5 +4.7
RFDI First Trust Riverfront Dynamic Developed International ETF 1.4 83 -36 9.4 +5.6
DGRO iShares Core Dividend Growth ETF 1.4 8 39 6.5 +2.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.4 30 17 6.6 +2.8
PRXV Praxis Impact Large Cap Value ETF 1.4 36 11 6.5 +2.7
FRDM Freedom 100 Emerging Markets ETF 1.4 49 -2 8.5 +4.7
DXIV Dimensional International Vector Equity ETF 1.4 34 13 7.8 +4.1
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 1.4 24 23 8.2 +4.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.4 30 17 7.9 +4.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.4 39 8 7.9 +4.2
QTUM Defiance Quantum ETF 1.4 40 7 5.5 +1.8
EFV iShares MSCI EAFE Value ETF 1.4 34 13 9.1 +5.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.4 12 35 5.7 +2.0
TRFM AAM Transformers ETF 1.4 49 -2 1.3 -2.5
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.4 40 7 5.1 +1.3
MOTI VanEck Morningstar International Moat ETF 1.4 58 -11 12.0 +8.3
FDLO Fidelity Low Volatility Factor ETF 1.4 15 32 5.4 +1.6
LRGF iShares U.S. Equity Factor ETF 1.3 8 39 5.4 +1.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.3 24 23 7.4 +3.7
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 1.3 60 -13 3.6 -0.1
URTH iShares MSCI World ETF 1.3 24 23 5.1 +1.3
DFSI Dimensional International Sustainability Core 1 ETF 1.3 24 23 6.3 +2.6
SCJ iShares MSCI Japan Small-Cap ETF 1.3 50 -3 6.6 +2.8
NIXT Research Affiliates Deletions ETF 1.3 9 38 8.7 +4.9
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -12 4.3 +0.5
DISV Dimensional International Small Cap Value ETF 1.3 42 5 9.1 +5.3
RFFC ALPS Active Equity Opportunity ETF 1.3 48 -1 4.4 +0.6
DIM WisdomTree International MidCap Dividend Fund 1.3 58 -11 7.5 +3.7
QWLD SPDR MSCI World StrategicFactors ETF 1.3 30 17 5.9 +2.2
ASLV Allspring Special Large Value ETF 1.3 35 12 6.4 +2.7
RAFE PIMCO RAFI ESG U.S. ETF 1.3 29 18 7.1 +3.3
TEMP JPMorgan Climate Change Solutions ETF 1.3 49 -2 5.8 +2.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.3 70 -23 4.7 +1.0
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 37 4.9 +1.2
QQQ Invesco QQQ Trust Series I 1.3 20 27 4.1 +0.3
TTAI FCF International Quality ETF 1.3 59 -12 7.2 +3.5
QQQM Invesco NASDAQ 100 ETF 1.3 15 32 4.1 +0.3
MOTE VanEck Morningstar ESG Moat ETF 1.3 49 -2 6.0 +2.2
TPIF Timothy Plan International ETF 1.3 62 -15 6.2 +2.5
ACWI iShares MSCI ACWI ETF 1.2 32 15 5.5 +1.8
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.2 49 -2 3.8 0.0
GURU Global X Guru Index ETF 1.2 75 -28 3.0 -0.8
EEMO Invesco S&P Emerging Markets Momentum ETF 1.2 29 18 6.6 +2.9
VSGX Vanguard ESG International Stock ETF 1.2 10 37 7.7 +3.9
PSET Principal Quality ETF 1.2 15 32 5.3 +1.5
BLCV iShares Large Cap Value Active ETF 1.2 53 -6 7.3 +3.5
IQDF FlexShares International Quality Dividend Index Fund 1.2 47 0 8.9 +5.2
SPXT ProShares S&P 500 Ex-Technology ETF 1.2 9 38 5.5 +1.8
AIA iShares Asia 50 ETF 1.2 50 -3 12.9 +9.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.2 39 8 6.7 +2.9
SNPE Xtrackers S&P 500 ESG ETF 1.2 10 37 5.1 +1.3
CZAR Themes Natural Monopoly ETF 1.2 35 12 5.7 +1.9
XMAG Defiance Large Cap ex-Mag 7 ETF 1.2 35 12 5.1 +1.3
TOK iShares MSCI Kokusai ETF 1.2 26 21 5.0 +1.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 38 4.9 +1.1
VOOV Vanguard S&P 500 Value ETF 1.2 7 40 6.3 +2.5
EMXC iShares MSCI Emerging Markets ex China ETF 1.2 25 22 7.8 +4.0
IVE iShares S&P 500 Value ETF 1.2 18 29 6.1 +2.4
SPYV SPDR Portfolio S&P 500 Value ETF 1.2 4 43 6.3 +2.5
ESGE iShares ESG Aware MSCI EM ETF 1.2 25 22 10.4 +6.6
OALC OneAscent Large Cap Core ETF 1.2 86 -39 4.1 +0.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.1 25 22 5.4 +1.6
SPLV Invesco S&P 500 Low Volatility ETF 1.1 25 22 5.3 +1.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -23 2.8 -0.9
QUAL iShares MSCI USA Quality Factor ETF 1.1 15 32 5.4 +1.6
DFVX Dimensional US Large Cap Vector ETF 1.1 22 25 6.2 +2.5
IMCV iShares Morningstar Mid-Cap Value ETF 1.1 6 41 8.0 +4.3
FYC First Trust Small Cap Growth AlphaDEX Fund 1.1 71 -24 0.5 -3.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.1 35 12 4.2 +0.4
MEM Matthews Emerging Markets Equity Active ETF 1.1 79 -32 8.1 +4.3
IUSV iShares Core S&P US Value ETF 1.1 4 43 6.4 +2.6
QUS SPDR MSCI USA StrategicFactors ETF 1.1 15 32 5.7 +1.9
VALQ American Century U.S. Quality Value ETF 1.1 29 18 7.7 +3.9
IDMO Invesco S&P International Developed Momentum ETF 1.1 25 22 5.3 +1.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.1 15 32 4.9 +1.1
KGRN KraneShares MSCI China Clean Technology Index ETF 1.1 79 -32 0.4 -3.4
VT Vanguard Total World Stock ETF 1.1 6 41 5.9 +2.1
ILCV iShares Morningstar Value ETF 1.1 4 43 6.4 +2.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 38 5.2 +1.4
DSMC Distillate Small/Mid Cash Flow ETF 1.1 55 -8 11.7 +8.0
JPIN J.P. Morgan Diversified Return International Equity ETF 1.1 37 10 8.3 +4.6
OAIM OneAscent International Equity ETF 1.1 95 -48 5.7 +1.9
EQRR ProShares Equities for Rising Rates ETF 1.1 35 12 8.0 +4.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 27 6.4 +2.7
DSPY Tema S&P 500 Historical Weight ETF 1.1 18 29 5.1 +1.4
EEMA iShares MSCI Emerging Markets Asia ETF 1.0 49 -2 10.4 +6.7
RCGE RockCreek Global Equality ETF 1.0 95 -48 6.7 +2.9
CIL VictoryShares International Volatility Wtd ETF 1.0 45 2 6.6 +2.8
VNSE Natixis Vaughan Nelson Select ETF 1.0 80 -33 4.6 +0.9
VYM Vanguard High Dividend Yield Index ETF 1.0 6 41 7.0 +3.3
STXE Strive Emerging Markets Ex-China ETF 1.0 32 15 7.9 +4.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.0 40 7 5.6 +1.8
SNPG Xtrackers S&P 500 Growth ESG ETF 1.0 15 32 4.5 +0.7
FTHF First Trust Emerging Markets Human Flourishing ETF 1.0 75 -28 8.6 +4.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.0 58 -11 4.2 +0.5
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.0 65 -18 4.9 +1.1
SPXN ProShares S&P 500 Ex-Financials ETF 1.0 9 38 4.9 +1.1
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 22 6.2 +2.4
DWMF WisdomTree International Multifactor Fund 1.0 38 9 7.0 +3.3
WRND IQ Global Equity R&D Leaders ETF 1.0 18 29 8.2 +4.5
CHIQ Global X MSCI China Consumer Discretionary ETF 1.0 65 -18 16.2 +12.5
QVML Invesco S&P 500 QVM Multi-factor ETF 1.0 11 36 5.1 +1.3
GLOF iShares Global Equity Factor ETF 1.0 20 27 6.5 +2.7
HAPI Harbor Human Capital Factor US Large Cap ETF 1.0 36 11 4.8 +1.0
UIVM VictoryShares International Value Momentum ETF 1.0 35 12 8.9 +5.2
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 1.0 85 -38 8.7 +5.0
XC WisdomTree Emerging Markets Ex-China Fund 1.0 32 15 6.3 +2.5
WOMN Impact Shares YWCA Women's Empowerment ETF 1.0 75 -28 5.3 +1.6
GQQQ Astoria US Quality Growth Kings ETF 1.0 35 12 4.6 +0.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.0 45 2 4.4 +0.7
SPXV ProShares S&P 500 Ex-Health Care ETF 1.0 9 38 4.6 +0.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.0 7 40 5.1 +1.3
JQUA JPMorgan U.S. Quality Factor ETF 1.0 12 35 5.8 +2.1
SPHB Invesco S&P 500 High Beta ETF 0.9 25 22 4.6 +0.9
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 -13 4.2 +0.5
DIHP Dimensional International High Profitability ETF 0.9 29 18 7.2 +3.4
MGC Vanguard Mega Cap ETF 0.9 7 40 4.6 +0.9
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.9 70 -23 9.5 +5.7
PEXL Pacer US Export Leaders ETF 0.9 60 -13 4.5 +0.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.9 20 27 5.0 +1.2
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.9 33 14 10.2 +6.4
FFLC Fidelity Fundamental Large Cap Core ETF 0.9 38 9 4.5 +0.8
FDRR Fidelity Dividend ETF for Rising Rates 0.9 15 32 7.0 +3.2
DFIS Dimensional International Small Cap ETF 0.9 39 8 7.3 +3.5
HLAL Wahed FTSE USA Shariah ETF 0.9 50 -3 4.7 +1.0
IWL iShares Russell Top 200 ETF 0.9 15 32 4.6 +0.9
EVUS iShares ESG Aware MSCI USA Value ETF 0.9 18 29 6.5 +2.7
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.9 30 17 10.6 +6.8
ITEQ BlueStar Israel Technology ETF 0.9 75 -28 1.7 -2.1
KLMN Invesco MSCI North America Climate ETF 0.9 9 38 4.9 +1.2
CATH Global X S&P 500 Catholic Values Custom ETF 0.9 29 18 4.6 +0.9
FELV Fidelity Enhanced Large Cap Value ETF 0.9 18 29 6.7 +2.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.9 60 -13 9.4 +5.7
STXG Strive 1000 Growth ETF 0.9 18 29 3.8 +0.1
SPXE ProShares S&P 500 Ex-Energy ETF 0.9 9 38 4.8 +1.0
FDWM Fidelity Women's Leadership ETF 0.9 59 -12 4.8 +1.1
GWX SPDR S&P International Small Cap ETF 0.9 40 7 6.0 +2.2
XVV iShares ESG Screened S&P 500 ETF 0.9 8 39 4.8 +1.0
ION ProShares S&P Global Core Battery Metals ETF 0.9 58 -11 9.7 +5.9
LITP Sprott Lithium Miners ETF 0.9 65 -18 2.0 -1.8
SETM Sprott Energy Transition Materials ETF 0.9 65 -18 2.8 -1.0
REMX VanEck Rare Earth/Strategic Metals ETF 0.9 54 -7 3.8 +0.1
LIMI Themes Lithium & Battery Metal Miners ETF 0.9 35 12 7.1 +3.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 27 6.8 +3.0
PSCT Invesco S&P SmallCap Information Technology ETF 0.9 29 18 5.2 +1.5
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.9 15 32 8.1 +4.3
FVD First Trust Value Line Dividend Index Fund 0.8 65 -18 6.2 +2.5
EEM iShares MSCI Emerging Markets ETF 0.8 69 -22 10.5 +6.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 27 5.6 +1.9
BKLC BNY Mellon US Large Cap Core Equity ETF 0.8 0 47 4.9 +1.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.8 7 40 4.8 +1.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.8 60 -13 7.4 +3.6
XCNY SPDR S&P Emerging Markets ex-China ETF 0.8 15 32 7.8 +4.1
SCHV Schwab U.S. Large-Cap Value ETF 0.8 4 43 6.7 +2.9
DFJ WisdomTree Japan SmallCap Dividend Fund 0.8 58 -11 7.4 +3.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.8 64 -17 2.2 -1.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.8 15 32 4.6 +0.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.8 2 45 4.9 +1.1
FDMO Fidelity Momentum Factor ETF 0.8 15 32 3.6 -0.1
VOTE TCW Transform 500 ETF 0.8 5 42 4.8 +1.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.8 20 27 4.7 +0.9
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.8 58 -11 7.5 +3.8
INEQ Columbia International Equity Income ETF 0.8 45 2 8.1 +4.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.8 61 -14 5.9 +2.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.8 75 -28 4.0 +0.2
IVV iShares Core S&P 500 ETF 0.8 3 44 4.9 +1.2
VOO Vanguard S&P 500 ETF 0.8 3 44 5.0 +1.2
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.8 32 15 9.3 +5.6
FESM Fidelity Enhanced Small Cap ETF 0.8 28 19 7.2 +3.4
SPY SPDR S&P 500 ETF Trust 0.8 9 38 4.9 +1.1
SPLG SPDR Portfolio S&P 500 ETF 0.8 2 45 4.9 +1.2
VV Vanguard Large-Cap ETF 0.8 4 43 4.8 +1.1
SHRY First Trust Bloomberg Shareholder Yield ETF 0.8 60 -13 8.0 +4.2
HDV iShares Core High Dividend ETF 0.8 8 39 7.2 +3.4
IEMG iShares Core MSCI Emerging Markets ETF 0.8 9 38 10.6 +6.9
STRV Strive 500 ETF 0.8 5 42 4.8 +1.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.8 14 33 4.8 +1.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 26 3.7 -0.1
JMOM JPMorgan U.S. Momentum Factor ETF 0.8 12 35 4.5 +0.7
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 18 4.7 +0.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.8 11 36 4.9 +1.1
DFAE Dimensional Emerging Core Equity Market ETF 0.8 35 12 9.4 +5.7
PBUS Invesco MSCI USA ETF 0.8 4 43 4.8 +1.1
SCZ iShares MSCI EAFE Small-Cap ETF 0.8 40 7 6.9 +3.1
ILCB iShares Morningstar U.S. Equity ETF 0.8 3 44 4.8 +1.0
KNO AXS Knowledge Leaders ETF 0.8 78 -31 6.0 +2.2
AVDV Avantis International Small Cap Value ETF 0.8 36 11 9.5 +5.7
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.8 80 -33 10.6 +6.8
RSP Invesco S&P 500 Equal Weight ETF 0.8 20 27 6.5 +2.8
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.8 22 25 5.8 +2.0
DFUS Dimensional U.S. Equity ETF 0.8 9 38 4.8 +1.0
TOV JLens 500 Jewish Advocacy U.S. ETF 0.8 18 29 4.6 +0.8
CRTC Xtrackers US National Critical Technologies ETF 0.8 35 12 4.8 +1.0
DEHP Dimensional Emerging Markets High Profitability ETF 0.7 41 6 6.8 +3.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.7 3 44 5.1 +1.4
STXK Strive Small-Cap ETF 0.7 18 29 5.8 +2.0
VONE Vanguard Russell 1000 ETF 0.7 7 40 4.9 +1.1
IYY iShares Dow Jones U.S. ETF 0.7 20 27 4.8 +1.0
IWB iShares Russell 1000 ETF 0.7 15 32 4.8 +1.1
VTI Vanguard Total Stock Market ETF 0.7 3 44 4.9 +1.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.7 3 44 4.9 +1.1
IWV iShares Russell 3000 ETF 0.7 20 27 4.7 +1.0
IUS Invesco RAFI Strategic US ETF 0.7 19 28 6.9 +3.1
GOP Unusual Whales Subversive Republican Trading ETF 0.7 50 -3 5.5 +1.8
IWO iShares Russell 2000 Growth ETF 0.7 24 23 1.3 -2.5
VTHR Vanguard Russell 3000 ETF 0.7 7 40 4.8 +1.1
FDEV Fidelity International Multifactor ETF 0.7 18 29 7.5 +3.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.7 52 -5 5.5 +1.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.7 58 -11 5.4 +1.7
FLAX Franklin FTSE Asia Ex Japan ETF 0.7 19 28 9.4 +5.7
ETHO Etho Climate Leadership U.S. ETF 0.7 47 0 5.3 +1.6
VTWG Vanguard Russell 2000 Growth ETF 0.7 10 37 1.4 -2.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.7 41 6 8.7 +5.0
RVRB Reverb ETF 0.7 30 17 4.5 +0.8
CFA VictoryShares US 500 Volatility Wtd ETF 0.7 35 12 5.9 +2.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.7 40 7 5.8 +2.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.7 42 5 5.4 +1.6
JHML John Hancock Multifactor Large Cap ETF 0.7 29 18 5.3 +1.6
FXN First Trust Energy AlphaDEX Fund 0.7 62 -15 13.6 +9.9
XLG Invesco S&P 500 Top 50 ETF 0.7 20 27 4.1 +0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 18 4.4 +0.7
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.7 80 -33 9.6 +5.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.7 38 9 9.7 +6.0
DFAU Dimensional US Core Equity Market ETF 0.7 12 35 5.0 +1.2
THRO iShares U.S. Thematic Rotation Active ETF 0.7 90 -43 4.0 +0.2
BKEM BNY Mellon Emerging Markets Equity ETF 0.7 11 36 10.2 +6.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.7 25 22 5.6 +1.9
USMV iShares MSCI USA Min Vol Factor ETF 0.7 15 32 5.8 +2.0
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.7 53 -6 7.9 +4.2
ECON Columbia Emerging Markets Consumer ETF 0.7 49 -2 12.6 +8.9
IXN iShares Global Tech ETF 0.6 41 6 3.6 -0.2
DCOR Dimensional US Core Equity 1 ETF 0.6 14 33 5.3 +1.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.6 18 29 7.7 +3.9
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.6 80 -33 5.9 +2.1
VBK Vanguard Small-Cap Growth ETF 0.6 7 40 1.9 -1.8
BLES Inspire Global Hope ETF 0.6 61 -14 6.8 +3.0
WWJD Inspire International ETF 0.6 80 -33 7.3 +3.5
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.6 15 32 10.4 +6.6
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.6 66 -19 9.7 +6.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.6 9 38 4.2 +0.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.6 38 9 9.3 +5.5
PRF Invesco FTSE RAFI US 1000 ETF 0.6 39 8 6.8 +3.0
QQQS Invesco NASDAQ Future Gen 200 ETF 0.6 20 27 -4.2 -7.9
DFEV Dimensional Emerging Markets Value ETF 0.6 43 4 13.4 +9.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.6 9 38 6.1 +2.3
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.6 36 11 10.0 +6.2
RSSL Global X Russell 2000 ETF 0.6 8 39 4.4 +0.6
LVHI Franklin International Low Volatility High Dividend Index ET 0.6 40 7 10.3 +6.5
AVDS Avantis International Small Cap Equity ETF 0.6 30 17 7.3 +3.5
IWM iShares Russell 2000 ETF 0.6 19 28 4.3 +0.5
EPS WisdomTree U.S. LargeCap Fund 0.6 8 39 5.7 +1.9
XCEM Columbia EM Core ex-China ETF 0.6 16 31 8.4 +4.7
BKSE BNY Mellon US Small Cap Core Equity ETF 0.6 4 43 5.9 +2.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.6 12 35 4.5 +0.8
BGDV Bahl & Gaynor Dividend ETF 0.6 45 2 4.7 +1.0
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 0.6 65 -18 4.3 +0.5
DFAC Dimensional U.S. Core Equity 2 ETF 0.6 17 30 5.5 +1.7
VTWO Vanguard Russell 2000 ETF 0.6 7 40 4.3 +0.6
EUSA iShares MSCI USA Equal Weighted ETF 0.6 9 38 6.1 +2.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.6 39 8 5.8 +2.0
OEF iShares S&P 100 ETF 0.6 20 27 4.5 +0.7
VYMI Vanguard International High Dividend Yield ETF 0.6 17 30 9.5 +5.8
AVUS Avantis U.S. Equity ETF 0.6 15 32 5.7 +2.0
IMCB iShares Morningstar Mid-Cap ETF 0.6 4 43 6.0 +2.2
FVAL Fidelity Value Factor ETF 0.6 15 32 6.8 +3.1
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -13 7.3 +3.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.6 49 -2 6.8 +3.1
SIZE iShares MSCI USA Size Factor ETF 0.6 15 32 6.0 +2.3
FYT First Trust Small Cap Value AlphaDEX Fund 0.6 73 -26 10.5 +6.7
VFMO Vanguard U.S. Momentum Factor ETF 0.6 13 34 3.0 -0.8
FQAL Fidelity Quality Factor ETF 0.6 15 32 5.6 +1.9
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.5 56 -9 10.7 +6.9
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.5 75 -28 9.7 +6.0
RPG Invesco S&P 500 Pure Growth ETF 0.5 35 12 3.2 -0.6
DGRW WisdomTree US Quality Dividend Growth Fund 0.5 28 19 5.4 +1.7
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.5 65 -18 6.4 +2.6
SSPY Syntax Stratified LargeCap ETF 0.5 30 17 6.7 +2.9
SPEM SPDR Portfolio Emerging Markets ETF 0.5 7 40 10.7 +6.9
GMF SPDR S&P Emerging Asia Pacific ETF 0.5 49 -2 9.6 +5.9
SCHE Schwab Emerging Markets Equity ETF 0.5 11 36 11.1 +7.3
PXH Invesco FTSE RAFI Emerging Markets ETF 0.5 49 -2 15.9 +12.2
LOWV AB US Low Volatility Equity ETF 0.5 48 -1 5.2 +1.4
FTC First Trust Large Cap Growth AlphaDEX Fund 0.5 59 -12 2.7 -1.0
SFY SoFi Select 500 ETF 0.5 0 47 4.4 +0.6
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.5 5 42 7.9 +4.1
AVEM Avantis Emerging Markets Equity ETF 0.5 33 14 8.8 +5.0
EMGF iShares Emerging Markets Equity Factor ETF 0.5 25 22 11.9 +8.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 29 5.8 +2.0
VLU SPDR S&P 1500 Value Tilt ETF 0.5 12 35 7.4 +3.6
ESGU iShares ESG Aware MSCI USA ETF 0.5 15 32 4.7 +0.9
ILCG iShares Morningstar Growth ETF 0.5 4 43 3.6 -0.2
VWO Vanguard FTSE Emerging Markets ETF 0.5 7 40 10.3 +6.6
VOOG Vanguard S&P 500 Growth ETF 0.5 7 40 4.1 +0.3
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.5 35 12 18.6 +14.8
IVW iShares S&P 500 Growth ETF 0.5 18 29 4.0 +0.2
SPYG SPDR Portfolio S&P 500 Growth ETF 0.5 4 43 4.1 +0.3
SCHA Schwab U.S. Small-Cap ETF 0.5 4 43 5.9 +2.1
ESGV Vanguard ESG U.S. Stock ETF 0.5 9 38 4.7 +0.9
LCLG Logan Capital Broad Innovative Growth ETF 0.5 99 -52 3.9 +0.2
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 22 6.3 +2.5
DFNV Donoghue Forlines Innovation ETF 0.5 69 -22 4.6 +0.9
DXUV Dimensional US Vector Equity ETF 0.5 28 19 6.2 +2.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.5 6 41 2.9 -0.9
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 43 4.2 +0.4
ICAP InfraCap Equity Income Fund ETF 0.5 171 -124 6.2 +2.4
XMHQ Invesco S&P MidCap Quality ETF 0.5 25 22 6.5 +2.7
ISCB iShares Morningstar Small-Cap ETF 0.5 4 43 6.2 +2.4
JHEM John Hancock Multifactor Emerging Markets ETF 0.5 49 -2 10.3 +6.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.5 19 28 5.3 +1.5
IWN iShares Russell 2000 Value ETF 0.4 24 23 7.3 +3.5
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -12 10.7 +6.9
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 41 9.2 +5.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.4 39 8 5.3 +1.5
BFOR ALPS Barron's 400 ETF 0.4 65 -18 5.9 +2.1
DLS WisdomTree International SmallCap Dividend Fund 0.4 58 -11 8.1 +4.3
FAN First Trust Global Wind Energy ETF 0.4 60 -13 4.5 +0.8
NACP Impact Shares NAACP Minority Empowerment ETF 0.4 49 -2 4.8 +1.0
BUZZ VanEck Social Sentiment ETF 0.4 75 -28 -0.4 -4.1
VTWV Vanguard Russell 2000 Value ETF 0.4 10 37 7.3 +3.5
APUE ActivePassive U.S. Equity ETF 0.4 45 2 4.6 +0.8
ISRA VanEck Israel ETF 0.4 59 -12 7.2 +3.5
RWL Invesco S&P 500 Revenue ETF 0.4 39 8 6.8 +3.1
ZSB USCF Sustainable Battery Metals Strategy Fund 0.4 61 -14 8.4 +4.6
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.4 59 -12 9.0 +5.2
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.4 39 8 16.5 +12.7
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.4 70 -23 7.8 +4.0
EBI Longview Advantage ETF 0.4 35 12 6.5 +2.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -48 0.5 -3.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.4 39 8 5.8 +2.0
EWK iShares MSCI Belgium ETF 0.4 50 -3 4.4 +0.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.4 8 39 4.9 +1.2
DFAS Dimensional U.S. Small Cap ETF 0.4 26 21 6.3 +2.6
DEUS Xtrackers Russell US Multifactor ETF 0.4 17 30 7.0 +3.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.4 25 22 11.1 +7.3
SCHB Schwab U.S. Broad Market ETF 0.4 3 44 5.0 +1.2
SCHX Schwab U.S. Large-Cap ETF 0.4 3 44 4.9 +1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.4 9 38 5.2 +1.4
SCHK Schwab 1000 Index ETF 0.4 5 42 5.0 +1.2
SFYX SoFi Next 500 ETF 0.3 0 47 5.7 +2.0
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -18 8.4 +4.6
DTH WisdomTree International High Dividend Fund 0.3 58 -11 8.4 +4.7
PSC Principal U.S. Small-Cap ETF 0.3 38 9 6.8 +3.0
SCHC Schwab International Small-Cap Equity ETF 0.3 11 36 6.6 +2.9
STXV Strive 1000 Value ETF 0.3 18 29 8.0 +4.2
VB Vanguard Small-Cap ETF 0.3 5 42 6.1 +2.4
GCOW Pacer Global Cash Cows Dividend ETF 0.3 60 -13 10.9 +7.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.3 48 -1 6.0 +2.3
JSTC Adasina Social Justice All Cap Global ETF 0.3 89 -42 4.8 +1.0
ROAM Hartford Multifactor Emerging Markets ETF 0.3 44 3 12.2 +8.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.3 50 -3 8.1 +4.3
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 22 5.5 +1.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 30 5.7 +1.9
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.3 30 17 9.2 +5.5
NUSC Nuveen ESG Small-Cap ETF 0.3 31 16 5.3 +1.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 22 5.9 +2.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.3 25 22 7.2 +3.4
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 22 7.2 +3.5
EFRA iShares Environmental Infrastructure and Industrials ETF 0.3 47 0 5.1 +1.4
PRNT 3D Printing ETF 0.3 66 -19 1.3 -2.5
AVSE Avantis Responsible Emerging Markets Equity ETF 0.3 33 14 8.6 +4.8
FID First Trust S&P International Dividend Aristocrats ETF 0.3 60 -13 7.9 +4.1
WDIV SPDR S&P Global Dividend ETF 0.3 40 7 9.2 +5.5
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 29 8.6 +4.9
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 22 8.2 +4.4
VXF Vanguard Extended Market ETF 0.3 5 42 4.7 +0.9
MDYV SPDR S&P 400 Mid Cap Value ETF 0.3 15 32 8.7 +4.9
WDNA WisdomTree BioRevolution Fund 0.3 45 2 -1.4 -5.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.3 10 37 8.8 +5.0
FDEM Fidelity Emerging Markets Multifactor ETF 0.3 25 22 13.0 +9.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 18 7.7 +4.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.3 60 -13 3.9 +0.2
FEX First Trust Large Cap Core AlphaDEX Fund 0.3 59 -12 5.8 +2.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 8 39 6.1 +2.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.3 12 35 7.2 +3.5
EWX SPDR S&P Emerging Markets Small Cap ETF 0.3 65 -18 7.8 +4.0
RODE Hartford Multifactor Diversified International ETF 0.3 29 18 11.4 +7.6
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 -5 6.7 +3.0
IYE iShares U.S. Energy ETF 0.3 40 7 8.8 +5.0
GINN Goldman Sachs Innovate Equity ETF 0.3 52 -5 3.7 -0.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.3 4 43 6.1 +2.4
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 24 8.2 +4.4
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 27 6.2 +2.4
DLN WisdomTree U.S. LargeCap Dividend Fund 0.2 28 19 5.9 +2.2
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 32 5.3 +1.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 12 7.7 +3.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 23 7.7 +3.9
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.2 32 15 16.1 +12.3
AFLG First Trust Active Factor Large Cap ETF 0.2 55 -8 6.3 +2.5
JHDV John Hancock U.S. High Dividend ETF 0.2 34 13 6.6 +2.8
BIBL Inspire 100 ETF 0.2 35 12 5.1 +1.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.2 38 9 9.2 +5.4
ISMD Inspire Small/Mid Cap ETF 0.2 54 -7 5.5 +1.7
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.2 50 -3 11.1 +7.3
DTD WisdomTree U.S. Total Dividend Fund 0.2 28 19 6.3 +2.5
GSPY Gotham Enhanced 500 ETF 0.2 50 -3 5.2 +1.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.2 15 32 7.9 +4.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 18 6.4 +2.7
ONEO SPDR Russell 1000 Momentum Focus ETF 0.2 20 27 6.9 +3.2
AVES Avantis Emerging Markets Value ETF 0.2 36 11 11.1 +7.3
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.2 33 14 8.8 +5.0
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 22 9.7 +5.9
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 2 10.5 +6.7
TMFX Motley Fool Next Index ETF 0.2 50 -3 2.6 -1.2
FGM First Trust Germany AlphaDEX Fund 0.2 80 -33 6.3 +2.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.2 49 -2 4.7 +0.9
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 19 9.2 +5.4
HDUS Hartford Disciplined US Equity ETF 0.2 19 28 5.7 +1.9
EZM WisdomTree U.S. MidCap Fund 0.2 38 9 9.0 +5.2
AVUQ Avantis U.S. Quality ETF 0.2 15 32 4.4 +0.6
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.2 58 -11 8.8 +5.1
TINT ProShares Smart Materials ETF 0.2 58 -11 7.1 +3.3
FEP First Trust Europe AlphaDEX Fund 0.2 80 -33 9.1 +5.3
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -33 9.1 +5.3
NANC Unusual Whales Subversive Democratic Trading ETF 0.2 75 -28 3.7 -0.1
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 32 5.9 +2.1
HKND Humankind US Stock ETF 0.2 11 36 7.1 +3.3
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 29 9.7 +5.9
AIEQ AI Powered Equity ETF 0.2 75 -28 3.7 -0.1
TTAC FCF US Quality ETF 0.2 59 -12 6.2 +2.5
SLYV SPDR S&P 600 Small Cap Value ETF 0.2 15 32 9.7 +6.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 8 9.3 +5.6
ESIX SPDR S&P SmallCap 600 ESG ETF 0.2 12 35 7.9 +4.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 10 37 9.7 +6.0
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.2 58 -11 9.8 +6.0
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 32 6.0 +2.2
DFSU Dimensional US Sustainability Core 1 ETF 0.2 18 29 5.3 +1.6
DIVB iShares Core Dividend ETF 0.1 5 42 8.0 +4.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.1 12 35 7.0 +3.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.1 35 12 7.1 +3.4
FSMD Fidelity Small-Mid Multifactor ETF 0.1 15 32 7.0 +3.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.1 29 18 8.2 +4.4
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 24 3.4 -0.4
IWC iShares Micro-Cap ETF 0.1 60 -13 -0.8 -4.6
IJH iShares Core S&P Mid-Cap ETF 0.1 5 42 7.3 +3.5
MDY SPDR S&P Midcap 400 ETF Trust 0.1 24 23 7.1 +3.3
DFSV Dimensional US Small Cap Value ETF 0.1 31 16 9.9 +6.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.1 15 32 7.2 +3.5
FELC Fidelity Enhanced Large Cap Core ETF 0.1 18 29 5.2 +1.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 27 5.5 +1.8
IVOO Vanguard S&P Mid-Cap 400 ETF 0.1 7 40 7.4 +3.6
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.1 3 44 7.3 +3.5
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 35 7.3 +3.5
SMMD iShares Russell 2500 ETF 0.1 15 32 6.1 +2.4
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -12 2.8 -1.0
JGRO JPMorgan Active Growth ETF 0.1 44 3 3.4 -0.4
VFVA Vanguard U.S. Value Factor ETF 0.1 13 34 10.8 +7.0
FLCH Franklin FTSE China ETF 0.1 19 28 16.0 +12.3
STXM Strive Mid-Cap ETF 0.1 18 29 6.1 +2.4
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 5 7.2 +3.5
COPY Tweedy, Browne Insider + Value ETF 0.1 80 -33 11.8 +8.0
IJR iShares Core S&P Small Cap ETF 0.1 6 41 7.6 +3.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -20 9.8 +6.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.1 7 40 6.0 +2.2
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 39 3.9 +0.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.1 3 44 7.6 +3.8
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 7 40 7.6 +3.8
VBR Vanguard Small Cap Value ETF 0.1 7 40 9.1 +5.3
SUSA iShares MSCI USA ESG Select ETF 0.1 25 22 4.7 +0.9
VGT Vanguard Information Technology ETF 0.1 9 38 3.9 +0.1
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.1 42 5 9.7 +6.0
VCR Vanguard Consumer Discretionary ETF 0.1 9 38 4.3 +0.6
INRO iShares U.S. Industry Rotation Active ETF 0.1 42 5 4.2 +0.5
MCHI iShares MSCI China ETF 0.1 59 -12 17.7 +13.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 8 9.6 +5.8
OPTZ Optimize Strategy Index ETF 0.1 50 -3 4.6 +0.8
FYLD Cambria Foreign Shareholder Yield ETF 0.1 59 -12 11.6 +7.9
JHMM John Hancock Multifactor Mid Cap ETF 0.1 42 5 6.3 +2.6
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 17 5.5 +1.7
GXC SPDR S&P China ETF 0.1 59 -12 15.4 +11.7
IJT iShares S&P Small-Cap 600 Growth ETF 0.1 18 29 5.4 +1.7
IWR iShares Russell Midcap ETF 0.1 19 28 5.7 +2.0
SLYG SPDR S&P 600 Small Cap Growth ETF 0.1 15 32 5.5 +1.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.1 10 37 5.6 +1.8
VEGN US Vegan Climate ETF 0.1 60 -13 4.5 +0.7
IYC iShares U.S. Consumer Discretionary ETF 0.1 40 7 3.7 -0.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.1 8 39 4.4 +0.6
EES WisdomTree U.S. SmallCap Fund 0.1 38 9 8.6 +4.9
BKF iShares MSCI BIC ETF 0.0 69 -22 13.8 +10.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 35 4.5 +0.7
XLK Technology Select Sector SPDR Fund 0.0 8 39 4.5 +0.7
IWS iShares Russell Mid-Cap Value ETF 0.0 23 24 6.7 +2.9
IGM iShares Expanded Tech Sector ETF 0.0 41 6 3.9 +0.1
ROUS Hartford Multifactor US Equity ETF 0.0 19 28 7.0 +3.3
DEW WisdomTree Global High Dividend Fund 0.0 58 -11 8.4 +4.6
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 -2 5.6 +1.8
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.0 40 7 7.2 +3.4
IPKW Invesco International BuyBack Achievers ETF 0.0 55 -8 12.5 +8.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.0 4 43 4.0 +0.2
IWF iShares Russell 1000 Growth ETF 0.0 19 28 4.4 +0.6
VONG Vanguard Russell 1000 Growth ETF 0.0 7 40 4.4 +0.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.0 25 22 5.3 +1.6
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.0 20 27 10.9 +7.1

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:		 iShares Energy Storage & Materials ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 6.9 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 47 bp
Equals: ALTAR Score 3.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 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.