iShares Energy Storage & Materials ETF
ALTAR
Score™		 2.6% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 39.4x P/Sales
ratio		 1.4x
P/BV
ratio		 2.1x Div.
yield		 1.8%


  • 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) $11
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) $40,282
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
BLOOM ENERGY CORPORATION CLASS A 11.5 %
MURATA MANUFACTURING CO LTD 6.7 %
CONTEMPORARY AMPEREX TECHNOLOGY LT 5.9 %
SAMSUNG SDI CO LTD 5.7 %
BASF SE 5.1 %
ASAHI KASEI CORP 4.9 %
AIR LIQUIDE SA 4.7 %
AIR PRODUCTS & CHEMICALS INC 4.6 %
LG CHEM LTD 4.5 %
LG ENERGY SOLUTION LTD. 4.5 %
Total 58.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 26.5 %
JAPAN 22.3 %
SOUTH KOREA 16.0 %
FRANCE 7.6 %
GERMANY 5.3 %
TAIWAN 3.6 %
SWITZERLAND 2.8 %
IRELAND 2.5 %
BRITAIN 2.2 %
CHINA 1.8 %

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.
37.0% 28.0% -- -- 10.8%

Market Correlations
versus... Beta R-squared
S&P500 0.85 51%
MSCI EAFE 1.01 51%
MSCI Emg. Mkts. 1.05 63%

Technical Indicators
Recent close $30.35
30d moving avg. $30.75
Annualized volatility 0.0%
Short interest (ETF) 6.7%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 6
Turnover 1.7%
Bid/Ask (% of price) 0.59%
ADV underlying (mns) $5,660

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 795 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™: 2.6%


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
(%)
CTEC Global X CleanTech ETF 22.9 50 -3 0.7 -1.9
IDRV iShares Self-driving EV & Tech ETF 21.8 47 0 3.2 +0.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 17.8 45 2 1.7 -0.9
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 15.8 58 -11 -2.0 -4.6
HYDR Global X Hydrogen ETF 15.6 50 -3 -6.4 -9.0
ICLN iShares Global Clean Energy ETF 14.3 41 6 3.2 +0.6
BATT Amplify Lithium & Battery Technology ETF 14.2 59 -12 1.9 -0.7
CNRG State Street SPDR S&P Kensho Clean Power ETF 14.1 45 2 1.5 -1.1
MXI iShares Global Materials ETF 13.9 41 6 7.3 +4.7
DRIV Global X Autonomous & Electric Vehicles ETF 13.3 68 -21 4.7 +2.1
PBD Invesco Global Clean Energy ETF 13.2 75 -28 0.8 -1.8
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 12.2 45 2 5.3 +2.7
GSFP Goldman Sachs Future Planet Equity ETF 12.0 75 -28 4.4 +1.8
LIT Global X Lithium & Battery Tech ETF 10.8 75 -28 6.4 +3.8
FRNW Fidelity Clean Energy ETF 10.3 39 8 2.4 -0.3
SMOG VanEck Low Carbon Energy ETF 10.2 61 -14 1.6 -1.1
AIPO Defiance AI & Power Infrastructure ETF 9.1 69 -22 1.1 -1.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 9.0 58 -11 4.4 +1.8
PBW Invesco WilderHill Clean Energy ETF 8.8 66 -19 -3.0 -5.6
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 8.6 79 -32 5.0 +2.4
VOLT Tema Electrification ETF 8.0 75 -28 3.6 +1.0
OCEN IQ Clean Oceans ETF 7.8 45 2 5.3 +2.7
CLNR IQ Cleaner Transport ETF 7.7 45 2 5.2 +2.6
EWQ iShares MSCI France ETF 7.5 53 -6 6.9 +4.3
FDRV Fidelity Electric Vehicles and Future Transportation ETF 7.5 39 8 -1.3 -3.9
PATN Pacer Nasdaq International Patent Leaders ETF 7.5 65 -18 5.3 +2.7
RSHO Tema American Reshoring ETF 7.2 75 -28 4.6 +2.0
FMAT Fidelity MSCI Materials Index ETF 6.9 8 39 6.6 +4.0
XLB The Materials Select Sector SPDR Fund 6.8 8 39 6.6 +4.0
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 6.8 59 -12 4.7 +2.1
POW VistaShares Electrification Supercycle ETF 6.7 75 -28 3.5 +0.9
ZAP Global X U.S. Electrification ETF 6.5 50 -3 4.1 +1.5
VAW Vanguard Materials ETF 6.5 9 38 6.6 +4.0
IYM iShares U.S. Basic Materials ETF 6.2 40 7 6.3 +3.7
BKCI BNY Mellon Concentrated International ETF 6.1 80 -33 5.2 +2.6
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 6.0 72 -25 -1.3 -3.9
FEZ SPDR EURO STOXX 50 ETF 5.9 29 18 6.4 +3.8
RSPM Invesco S&P 500 Equal Weight Materials ETF 5.9 40 7 8.3 +5.7
VCLN Virtus Duff & Phelps Clean Energy ETF 5.7 59 -12 3.9 +1.3
ACES ALPS Clean Energy ETF 5.5 55 -8 -2.5 -5.1
FTAG First Trust Indxx Global Agriculture ETF 5.4 70 -23 8.4 +5.8
EV Mast Global Battery Recycling & Production ETF 5.4 65 -18 7.6 +5.0
DMXF iShares ESG Advanced MSCI EAFE ETF 5.3 12 35 5.4 +2.8
DIVS SmartETFs Dividend Builder ETF 5.2 65 -18 5.0 +2.4
UMMA Wahed Dow Jones Islamic World ETF 5.2 65 -18 4.7 +2.1
JIG JPMorgan International Growth ETF 5.1 55 -8 4.7 +2.1
OEFA ALPS O’Shares International Developed Quality Dividend ETF 5.1 48 -1 5.4 +2.8
OSEA Harbor International Compounders ETF 5.0 55 -8 4.9 +2.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 4.9 45 2 6.8 +4.2
MADE iShares U.S. Manufacturing ETF 4.8 40 7 4.8 +2.2
TINT ProShares Smart Materials ETF 4.8 58 -11 5.9 +3.3
ETEC iShares Breakthrough Environmental Solutions ETF 4.8 47 0 3.5 +0.9
EFG iShares MSCI EAFE Growth ETF 4.7 36 11 4.1 +1.5
MOTO SmartETFs Smart Transportation & Technology ETF 4.7 68 -21 6.4 +3.8
EXI iShares Global Industrials ETF 4.6 42 5 4.4 +1.8
TINY ProShares Nanotechnology ETF 4.6 58 -11 3.5 +0.9
HEDJ WisdomTree Europe Hedged Equity Fund 4.5 58 -11 6.5 +3.9
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 4.5 65 -18 -1.3 -3.9
ITOL Tema International Durable Quality ETF 4.5 60 -13 5.7 +3.1
RJDI RJ Eagle GCM Dividend Select Income ETF 4.4 55 -8 5.4 +2.8
EZU iShares MSCI Eurozone ETF 4.4 52 -5 6.4 +3.8
SNSR Global X Internet of Things ETF 4.4 68 -21 4.6 +2.0
ERTH Invesco MSCI Sustainable Future ETF 4.3 62 -15 3.4 +0.8
IQLT iShares MSCI Intl Quality Factor ETF 4.3 30 17 6.1 +3.5
DXJ WisdomTree Japan Hedged Equity Fund 4.3 48 -1 6.5 +3.9
IGRO iShares International Dividend Growth ETF 4.2 15 32 7.0 +4.4
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 4.2 25 22 6.1 +3.5
VIGI Vanguard International Dividend Appreciation ETF 4.1 10 37 6.3 +3.7
BRIF FIS Bright Portfolios Focused Equity ETF 4.1 65 -18 4.7 +2.1
FILL iShares MSCI Global Energy Producers ETF 4.1 39 8 5.3 +2.7
CARZ First Trust NASDAQ Global Auto Index Fund 4.1 70 -23 3.9 +1.3
BBJP JPMorgan BetaBuilders Japan ETF 4.1 19 28 6.0 +3.4
CEFA Global X S&P Catholic Values Developed ex-US ETF 3.9 35 12 6.3 +3.7
DBJP Xtrackers MSCI Japan Hedged Equity ETF 3.9 47 0 5.5 +2.9
EFAD ProShares MSCI EAFE Dividend Growers ETF 3.9 50 -3 5.9 +3.3
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.9 60 -13 5.4 +2.8
FLKR Franklin FTSE South Korea ETF 3.9 9 38 6.9 +4.3
NUEM Nuveen ESG Emerging Markets Equity ETF 3.9 36 11 7.2 +4.6
FLJP Franklin FTSE Japan ETF 3.8 9 38 5.8 +3.2
JIRE JPMorgan International Research Enhanced Equity ETF 3.7 24 23 6.9 +4.3
RUNN Running Oak Efficient Growth ETF 3.7 58 -11 5.2 +2.6
FLJH Franklin FTSE Japan Hedged ETF 3.7 9 38 5.7 +3.1
IQSI IQ Candriam International Equity ETF 3.7 15 32 6.3 +3.7
JPXN iShares JPX-Nikkei 400 ETF 3.7 48 -1 6.1 +3.5
EWJ iShares MSCI Japan ETF 3.6 50 -3 5.5 +2.9
EWY iShares MSCI South Korea ETF 3.4 58 -11 6.3 +3.7
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 3.4 12 35 5.7 +3.1
SPIT F/m Emerald Special Situations ETF 3.4 105 -58 -0.9 -3.5
YLDE ClearBridge Dividend Strategy ESG ETF 3.4 60 -13 5.8 +3.2
FXZ First Trust Materials AlphaDEX Fund 3.4 61 -14 9.6 +7.0
ROBO ROBO Global Robotics & Automation Index ETF 3.4 95 -48 3.0 +0.4
IEV iShares Europe ETF 3.3 67 -20 6.6 +4.0
EWJV iShares MSCI Japan Value ETF 3.3 15 32 7.9 +5.3
PRN Invesco Dorsey Wright Industrials Momentum ETF 3.3 60 -13 2.0 -0.6
STXI Strive International Developed Markets ETF 3.2 29 18 6.3 +3.7
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3.2 20 27 6.1 +3.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.2 75 -28 2.9 +0.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.1 49 -2 9.2 +6.6
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.0 20 27 3.0 +0.4
IEUR iShares Core MSCI Europe ETF 3.0 11 36 7.1 +4.5
EFA iShares MSCI EAFE ETF 3.0 35 12 6.4 +3.8
ESGD iShares ESG Aware MSCI EAFE ETF 3.0 20 27 6.3 +3.7
SPEU SPDR Portfolio Europe ETF 2.9 7 40 7.2 +4.6
QINT American Century Quality Diversified International ETF 2.9 39 8 6.8 +4.2
JEPI JPMorgan Equity Premium Income ETF 2.9 35 12 5.8 +3.2
FIDU Fidelity MSCI Industrial Index ETF 2.9 8 39 4.5 +1.9
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 2.9 14 33 5.9 +3.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.9 35 12 6.4 +3.8
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 2.9 32 15 5.9 +3.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 2.9 30 17 6.7 +4.1
CGIE Capital Group International Equity ETF 2.9 54 -7 4.9 +2.3
HFXI IQ FTSE International Equity Currency Neutral ETF 2.8 20 27 6.6 +4.0
DIVZ TrueShares Low Volatility Equity Income ETF 2.8 65 -18 6.6 +4.0
IBOT Vaneck Robotics ETF 2.8 47 0 3.9 +1.3
BOTZ Global X Robotics & Artificial Intelligence ETF 2.8 69 -22 2.0 -0.6
EWL iShares MSCI Switzerland ETF 2.8 50 -3 6.0 +3.4
SHPP Pacer Industrials and Logistics ETF 2.8 60 -13 8.3 +5.7
VIS Vanguard Industrials ETF 2.7 9 38 4.6 +2.0
FIDI Fidelity International High Dividend ETF 2.7 18 29 8.0 +5.4
FENI Fidelity Enhanced International ETF 2.7 28 19 6.2 +3.6
NETZ TCW Transform Systems ETF 2.7 75 -28 2.5 -0.1
AGQI First Trust Active Global Quality Income ETF 2.7 85 -38 5.2 +2.6
TCAI Tortoise AI Infrastructure ETF 2.7 65 -18 2.4 -0.3
FNDF Schwab Fundamental International Large Co. Index ETF 2.7 25 22 8.9 +6.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 2.7 45 2 8.4 +5.8
DBEU Xtrackers MSCI Europe Hedged Equity ETF 2.7 46 1 6.5 +3.9
IDHQ Invesco S&P International Developed High Quality ETF 2.7 29 18 6.4 +3.8
CWI SPDR MSCI ACWI ex-US ETF 2.7 30 17 7.4 +4.8
IEFA iShares Core MSCI EAFE ETF 2.7 7 40 6.7 +4.1
RGEF Rockefeller Global Equity ETF 2.7 55 -8 4.6 +2.0
BBEU JPMorgan BetaBuilders Europe ETF 2.7 9 38 7.0 +4.4
GSID Goldman Sachs MarketBeta International Equity ETF 2.7 20 27 6.5 +3.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 2.6 36 11 6.3 +3.7
NXTG First Trust Indxx NextG ETF 2.6 70 -23 4.8 +2.2
LRGC AB US Large Cap Strategic Equities ETF 2.6 48 -1 4.5 +1.9
FLGR Franklin FTSE Germany ETF 2.6 9 38 7.2 +4.6
CCNR ALPS CoreCommodity Natural Resources ETF 2.6 39 8 8.7 +6.1
LEAD Siren DIVCON Leaders Dividend ETF 2.6 43 4 4.4 +1.8
VGK Vanguard FTSE Europe ETF 2.6 6 41 7.2 +4.6
FLEE Franklin FTSE Europe ETF 2.5 9 38 7.0 +4.4
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 2.5 80 -33 4.1 +1.5
GGRW Gabelli Growth Innovators ETF 2.5 90 -43 2.5 -0.2
LRGE ClearBridge Large Cap Growth ESG ETF 2.5 59 -12 4.2 +1.6
XLI The Industrial Select Sector SPDR Fund 2.5 8 39 4.5 +1.9
CAML Congress Large Cap Growth ETF 2.5 66 -19 3.3 +0.7
EWG iShares MSCI Germany ETF 2.5 50 -3 6.5 +3.9
CGGO Capital Group Global Growth Equity ETF 2.5 47 0 4.4 +1.8
PAVE Global X U.S. Infrastructure Development ETF 2.5 47 0 5.2 +2.6
DIVI Franklin International Core Dividend Tilt Index ETF 2.5 9 38 7.6 +5.0
JGLO JPMorgan Global Select Equity ETF 2.5 33 14 5.0 +2.4
IDOG ALPS International Sector Dividend Dogs ETF 2.5 50 -3 11.4 +8.8
BLCR iShares Large Cap Core Active ETF 2.5 36 11 3.7 +1.1
PSCT Invesco S&P SmallCap Information Technology ETF 2.5 29 18 4.6 +2.0
TAN Invesco Solar ETF 2.5 67 -20 5.9 +3.3
IMFL Invesco International Developed Dynamic Multifactor ETF 2.5 34 13 5.8 +3.2
HYP Golden Eagle Dynamic Hypergrowth ETF 2.5 85 -38 -1.2 -3.8
VPL Vanguard FTSE Pacific ETF 2.4 7 40 6.3 +3.7
XT iShares Exponential Technologies ETF 2.4 46 1 4.5 +1.9
AVIV Avantis International Large Cap Value ETF 2.4 25 22 8.3 +5.7
SPDW SPDR Portfolio Developed World ex-US ETF 2.4 3 44 6.7 +4.1
DGT State Street SPDR Global Dow ETF 2.4 50 -3 6.6 +4.0
CGDV Capital Group Dividend Value ETF 2.4 33 14 4.6 +2.0
IVLU iShares MSCI Intl Value Factor ETF 2.4 30 17 9.6 +7.0
IDEV iShares Core MSCI International Developed Markets ETF 2.4 4 43 6.7 +4.1
BKIE BNY Mellon International Equity ETF 2.4 4 43 6.7 +4.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.4 65 -18 1.9 -0.8
GRNY Fundstrat Granny Shots US Large Cap ETF 2.4 75 -28 3.0 +0.4
DAX Global X DAX Germany ETF 2.3 21 26 7.0 +4.4
IQDG WisdomTree International Quality Dividend Growth Fund 2.3 42 5 6.9 +4.3
EUDV ProShares MSCI Europe Dividend Growers ETF 2.3 55 -8 6.2 +3.6
LIVR Intelligent Livermore ETF 2.3 69 -22 3.6 +1.0
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 2.3 55 -8 6.4 +3.8
IPAC iShares Core MSCI Pacific ETF 2.3 9 38 6.0 +3.4
PPA Invesco Aerospace & Defense ETF 2.3 58 -11 2.4 -0.2
CCSO Carbon Collective Climate Solutions US Equity ETF 2.3 35 12 1.3 -1.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.3 65 -18 4.9 +2.3
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 2.2 58 -11 6.8 +4.2
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.2 49 -2 6.2 +3.6
CGUS Capital Group Core Equity ETF 2.2 33 14 4.4 +1.8
LVOL American Century Low Volatility ETF 2.2 29 18 5.1 +2.5
QQLV Invesco QQQ Low Volatility ETF 2.2 25 22 4.8 +2.2
BDIV AAM Brentview Dividend Growth ETF 2.2 49 -2 4.3 +1.7
BEEZ Honeytree U.S. Equity ETF 2.2 64 -17 4.0 +1.4
BUZZ VanEck Social Sentiment ETF 2.2 75 -28 -0.8 -3.4
STXD Strive 1000 Dividend Growth ETF 2.2 35 12 5.0 +2.4
VEA Vanguard FTSE Developed Markets ETF 2.2 3 44 6.8 +4.2
DFIV Dimensional International Value ETF 2.2 27 20 8.9 +6.3
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.2 60 -13 1.4 -1.2
FJP First Trust Japan AlphaDEX Fund 2.2 80 -33 7.9 +5.3
SNPV Xtrackers S&P 500 Value ESG ETF 2.1 15 32 6.8 +4.2
DFAI Dimensional International Core Equity Market ETF 2.1 18 29 6.8 +4.2
ACWX iShares MSCI ACWI ex U.S. ETF 2.1 34 13 7.3 +4.7
SCHF Schwab International Equity ETF 2.1 6 41 6.8 +4.2
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 2.1 24 23 7.3 +4.7
FLTW Franklin FTSE Taiwan ETF 2.1 19 28 5.7 +3.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.1 70 -23 5.2 +2.6
LDEM iShares ESG MSCI EM Leaders ETF 2.1 17 30 12.9 +10.3
IWO iShares Russell 2000 Growth ETF 2.1 24 23 0.8 -1.8
NUDM Nuveen ESG International Developed Markets Equity ETF 2.1 31 16 5.9 +3.3
MGV Vanguard Mega Cap Value ETF 2.1 7 40 6.5 +3.9
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 2.1 20 27 6.1 +3.5
VTWG Vanguard Russell 2000 Growth ETF 2.0 10 37 0.9 -1.7
DTAN Sparkline International Intangible Value ETF 2.0 55 -8 8.2 +5.6
MEM Matthews Emerging Markets Equity Active ETF 2.0 79 -32 7.3 +4.7
EWT iShares MSCI Taiwan ETF 2.0 58 -11 5.5 +2.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.0 30 17 4.4 +1.8
FPWR First Trust EIP Power Solutions ETF 2.0 96 -49 5.0 +2.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 2.0 60 -13 5.9 +3.3
CSTK Invesco Comstock Contrarian Equity ETF 2.0 35 12 6.8 +4.2
GXUS Goldman Sachs MarketBeta Total International Equity ETF 2.0 18 29 7.3 +4.7
CGXU Capital Group International Focus Equity ETF 2.0 54 -7 5.4 +2.8
JHMD John Hancock Multifactor Developed International ETF 2.0 39 8 7.2 +4.6
KOCG FIS Knights of Columbus Global Belief ETF 2.0 75 -28 4.9 +2.3
IXUS iShares Core MSCI Total International Stock ETF 1.9 7 40 7.5 +4.9
EMXF iShares ESG Advanced MSCI EM ETF 1.9 16 31 7.9 +5.3
BGIG Bahl & Gaynor Income Growth ETF 1.9 45 2 5.2 +2.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.9 41 6 7.2 +4.6
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 1.9 30 17 8.5 +5.9
AFOS ARS Focused Opportunities Strategy ETF 1.9 45 2 3.1 +0.5
AVDE Avantis International Equity ETF 1.9 23 24 7.1 +4.5
PPIE Putnam PanAgora ESG International Equity ETF 1.9 49 -2 7.2 +4.6
VEU Vanguard FTSE All-World ex-US Index Fund 1.9 4 43 7.7 +5.1
IPAV Global X Infrastructure Development ex-U.S. ETF 1.9 55 -8 6.6 +4.0
IWX iShares Russell Top 200 Value ETF 1.9 20 27 6.1 +3.5
INTF iShares International Equity Factor ETF 1.9 15 32 7.3 +4.7
RAYJ Rayliant SMDAM Japan Equity ETF 1.8 72 -25 3.6 +1.0
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.8 65 -18 10.6 +8.0
TRFM AAM Transformers ETF 1.8 49 -2 1.2 -1.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.8 95 -48 -0.4 -3.0
DFIC Dimensional International Core Equity 2 ETF 1.8 23 24 7.1 +4.5
FRDM Freedom 100 Emerging Markets ETF 1.8 49 -2 7.3 +4.7
IYJ iShares U.S. Industrials ETF 1.8 40 7 4.8 +2.2
RND First Trust Bloomberg R&D Leaders ETF 1.8 60 -13 3.0 +0.4
VXUS Vanguard Total International Stock ETF 1.8 5 42 7.6 +5.0
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.8 60 -13 8.0 +5.4
FTCS First Trust Capital Strength ETF 1.8 55 -8 6.0 +3.4
DTEC ALPS Disruptive Technologies ETF 1.8 50 -3 3.7 +1.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 1.8 25 22 7.2 +4.6
ETHO Etho Climate Leadership U.S. ETF 1.8 47 0 5.3 +2.7
USXF iShares ESG Advanced MSCI USA ETF 1.8 10 37 4.7 +2.1
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.8 45 2 1.6 -1.0
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.8 47 0 7.7 +5.1
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 27 4.2 +1.6
SRHQ SRH U.S. Quality ETF 1.7 35 12 7.4 +4.8
JAVA JPMorgan Active Value ETF 1.7 44 3 6.4 +3.8
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 1.7 59 -12 10.0 +7.4
SDY State Street SPDR S&P Dividend ETF 1.7 35 12 7.0 +4.4
VIG Vanguard Dividend Appreciation ETF 1.7 5 42 5.6 +3.0
VSDA VictoryShares Dividend Accelerator ETF 1.7 35 12 7.5 +4.9
INCE Franklin Income Equity Focus ETF 1.7 29 18 5.9 +3.3
MOTI VanEck Morningstar International Moat ETF 1.7 58 -11 10.7 +8.1
VWID Virtus WMC International Dividend ETF 1.7 49 -2 8.0 +5.4
GVUS Marketbeta Russell 1000 Value Equity ETF 1.7 12 35 6.6 +4.0
AVSD Avantis Responsible International Equity ETF 1.7 23 24 5.1 +2.5
DWX SPDR S&P International Dividend ETF 1.7 45 2 7.2 +4.6
ACVF American Conservative Values ETF 1.7 75 -28 4.3 +1.7
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.7 40 7 4.7 +2.1
DFLV Dimensional US Large Cap Value ETF 1.7 22 25 7.5 +4.9
DFUV Dimensional US Marketwide Value ETF 1.7 22 25 7.4 +4.8
PFM Invesco Dividend Achievers ETF 1.7 53 -6 5.3 +2.7
PTL Inspire 500 ETF 1.7 9 38 5.3 +2.7
SPHQ Invesco S&P 500 Quality ETF 1.7 15 32 5.7 +3.1
AIVI WisdomTree International AI Enhanced Value Fund 1.7 58 -11 6.7 +4.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 1.6 25 22 6.9 +4.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.6 10 37 5.0 +2.4
EUDG WisdomTree Europe Quality Dividend Growth Fund 1.6 58 -11 6.7 +4.1
VTV Vanguard Value ETF 1.6 4 43 6.9 +4.3
IWFG IQ Winslow Focused Large Cap Growth ETF 1.6 65 -18 3.2 +0.6
DWM WisdomTree International Equity Fund 1.6 48 -1 7.0 +4.4
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 1.6 25 22 6.3 +3.7
PDP Invesco Dorsey Wright Momentum ETF 1.6 62 -15 2.0 -0.6
SEMG Suncoast Select Growth ETF 1.6 60 -13 4.3 +1.7
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.6 40 7 7.0 +4.4
DOL WisdomTree International LargeCap Dividend Fund 1.6 48 -1 6.8 +4.2
DIVL Madison Dividend Value ETF 1.6 65 -18 5.5 +2.9
GPT Intelligent Alpha Atlas ETF 1.6 69 -22 5.8 +3.2
XC WisdomTree Emerging Markets Ex-China Fund 1.6 32 15 5.7 +3.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.6 15 32 7.9 +5.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.5 12 35 4.9 +2.3
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.5 42 5 6.6 +4.0
VFMV Vanguard U.S. Minimum Volatility ETF 1.5 13 34 6.0 +3.4
ABLD Abacus FCF Real Assets Leaders ETF 1.5 69 -22 7.1 +4.5
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 1.5 33 14 9.4 +6.8
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -32 3.9 +1.3
TMDV ProShares Russell US Dividend Growers ETF 1.5 35 12 7.1 +4.5
AIA iShares Asia 50 ETF 1.5 50 -3 12.7 +10.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.5 9 38 5.5 +2.9
RFDI First Trust Riverfront Dynamic Developed International ETF 1.5 83 -36 8.9 +6.3
PSET Principal Quality ETF 1.5 15 32 5.5 +2.9
KLMT Invesco MSCI Global Climate 500 ETF 1.5 10 37 5.6 +3.0
DXIV Dimensional International Vector Equity ETF 1.5 34 13 7.4 +4.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.5 39 8 7.6 +5.0
FDLO Fidelity Low Volatility Factor ETF 1.5 15 32 5.5 +2.9
ESGE iShares ESG Aware MSCI EM ETF 1.5 25 22 9.8 +7.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.5 60 -13 5.0 +2.4
QTOP iShares Nasdaq Top 30 Stocks ETF 1.5 20 27 3.7 +1.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.4 24 23 7.1 +4.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 -9 6.2 +3.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.4 30 17 7.5 +4.9
EMXC iShares MSCI Emerging Markets ex China ETF 1.4 25 22 6.9 +4.3
RSSL Global X Russell 2000 ETF 1.4 8 39 3.5 +0.9
DVND Touchstone Dividend Select ETF 1.4 67 -20 5.6 +3.0
IWM iShares Russell 2000 ETF 1.4 19 28 3.5 +0.9
STXE Strive Emerging Markets Ex-China ETF 1.4 32 15 7.4 +4.8
FTHF First Trust Emerging Markets Human Flourishing ETF 1.4 75 -28 9.1 +6.5
TPIF Timothy Plan International ETF 1.4 62 -15 6.0 +3.4
SCJ iShares MSCI Japan Small-Cap ETF 1.4 50 -3 6.4 +3.8
DFSI Dimensional International Sustainability Core 1 ETF 1.4 24 23 6.2 +3.6
ECON Columbia Emerging Markets Consumer ETF 1.4 49 -2 11.6 +9.0
FSST Fidelity Sustainable U.S. Equity ETF 1.4 59 -12 4.3 +1.7
NIXT Research Affiliates Deletions ETF 1.4 9 38 8.0 +5.4
IOO iShares Global 100 ETF 1.3 41 6 4.6 +2.0
VTWO Vanguard Russell 2000 ETF 1.3 7 40 3.6 +1.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 1.3 15 32 7.5 +4.9
EFV iShares MSCI EAFE Value ETF 1.3 34 13 8.5 +5.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.3 20 27 5.3 +2.7
TEMP JPMorgan Climate Change Solutions ETF 1.3 49 -2 5.8 +3.2
GEW Cambria Global EW ETF 1.3 29 18 5.9 +3.3
VALQ American Century U.S. Quality Value ETF 1.3 29 18 8.0 +5.4
VSGX Vanguard ESG International Stock ETF 1.3 10 37 7.5 +4.9
EEMA iShares MSCI Emerging Markets Asia ETF 1.3 49 -2 9.2 +6.6
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.3 40 7 5.3 +2.7
VONV Vanguard Russell 1000 Value ETF 1.3 7 40 6.6 +4.0
QTUM Defiance Quantum ETF 1.3 40 7 4.9 +2.3
IWD iShares Russell 1000 Value ETF 1.3 19 28 6.4 +3.8
VNSE Natixis Vaughan Nelson Select ETF 1.3 80 -33 4.8 +2.2
FVD First Trust Value Line Dividend Index Fund 1.3 65 -18 6.3 +3.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.3 39 8 6.4 +3.8
TTAI FCF International Quality ETF 1.3 59 -12 7.4 +4.8
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.3 65 -18 4.6 +2.0
AUSF Global X Adaptive U.S. Factor ETF 1.3 27 20 9.0 +6.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.2 60 -13 7.1 +4.5
SNPE Xtrackers S&P 500 ESG ETF 1.2 10 37 5.0 +2.4
OALC OneAscent Large Cap Core ETF 1.2 86 -39 4.1 +1.5
RAFE PIMCO RAFI ESG U.S. ETF 1.2 29 18 6.9 +4.3
SNPG Xtrackers S&P 500 Growth ESG ETF 1.2 15 32 4.6 +2.0
DGRO iShares Core Dividend Growth ETF 1.2 8 39 6.6 +4.0
ASLV Allspring Special Large Value ETF 1.2 35 12 6.6 +4.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.2 9 38 3.9 +1.3
URTH iShares MSCI World ETF 1.2 24 23 4.9 +2.3
DIM WisdomTree International MidCap Dividend Fund 1.2 58 -11 7.2 +4.6
PRXV Praxis Impact Large Cap Value ETF 1.2 36 11 6.7 +4.1
SDG iShares MSCI Global Sustainable Development Goals ETF 1.2 49 -2 5.2 +2.6
VBK Vanguard Small-Cap Growth ETF 1.2 7 40 1.7 -0.9
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 1.2 32 15 8.5 +5.9
DSI iShares MSCI KLD 400 Social ETF 1.2 25 22 4.9 +2.3
AFMC First Trust Active Factor Mid Cap ETF 1.2 65 -18 8.3 +5.7
XOEF iShares S&P 500 ex S&P 100 ETF 1.2 20 27 5.6 +3.0
ACWI iShares MSCI ACWI ETF 1.2 32 15 5.3 +2.7
AAXJ iShares MSCI All Country Asia ex Japan ETF 1.2 70 -23 8.4 +5.8
CZAR Themes Natural Monopoly ETF 1.2 35 12 5.6 +3.0
QWLD SPDR MSCI World StrategicFactors ETF 1.2 30 17 5.8 +3.2
WRND IQ Global Equity R&D Leaders ETF 1.2 18 29 7.5 +4.9
SPXT ProShares S&P 500 Ex-Technology ETF 1.2 9 38 5.6 +3.0
UIVM VictoryShares International Value Momentum ETF 1.2 35 12 8.4 +5.8
GURU Global X Guru Index ETF 1.2 75 -28 2.8 +0.2
QQQ Invesco QQQ Trust Series I 1.2 20 27 4.1 +1.5
QQQM Invesco NASDAQ 100 ETF 1.2 15 32 4.2 +1.6
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.2 80 -33 5.9 +3.3
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.2 12 35 6.1 +3.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 38 4.8 +2.2
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 1.2 85 -38 6.2 +3.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.2 15 32 4.9 +2.3
FFLC Fidelity Fundamental Large Cap Core ETF 1.1 38 9 4.5 +1.9
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 38 5.1 +2.5
XCNY SPDR S&P Emerging Markets ex-China ETF 1.1 15 32 7.1 +4.5
FYC First Trust Small Cap Growth AlphaDEX Fund 1.1 71 -24 -1.4 -4.0
CIL VictoryShares International Volatility Wtd ETF 1.1 45 2 6.4 +3.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.1 35 12 4.1 +1.5
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 41 2.9 +0.3
LRGF iShares U.S. Equity Factor ETF 1.1 8 39 5.5 +2.9
SPLV Invesco S&P 500 Low Volatility ETF 1.1 25 22 5.7 +3.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.1 25 22 5.7 +3.1
FLAX Franklin FTSE Asia Ex Japan ETF 1.1 19 28 8.5 +5.9
IQDF FlexShares International Quality Dividend Index Fund 1.1 47 0 8.4 +5.8
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 1.1 30 17 9.6 +7.0
XCEM Columbia EM Core ex-China ETF 1.1 16 31 7.6 +5.0
TOK iShares MSCI Kokusai ETF 1.1 26 21 4.9 +2.3
FDWM Fidelity Women's Leadership ETF 1.1 59 -12 4.9 +2.3
VT Vanguard Total World Stock ETF 1.1 6 41 5.7 +3.1
DISV Dimensional International Small Cap Value ETF 1.1 42 5 8.9 +6.3
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 43 5.8 +3.2
OAIM OneAscent International Equity ETF 1.1 95 -48 5.3 +2.7
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.1 60 -13 5.3 +2.7
SCZ iShares MSCI EAFE Small-Cap ETF 1.0 40 7 6.8 +4.2
ION ProShares S&P Global Core Battery Metals ETF 1.0 58 -11 7.1 +4.5
LITP Sprott Lithium Miners ETF 1.0 65 -18 1.3 -1.3
SETM Sprott Energy Transition Materials ETF 1.0 65 -18 1.9 -0.7
REMX VanEck Rare Earth/Strategic Metals ETF 1.0 54 -7 3.2 +0.6
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 1.0 80 -33 10.6 +8.0
DWMF WisdomTree International Multifactor Fund 1.0 38 9 7.1 +4.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.0 36 11 5.0 +2.4
ALTL Pacer Lunt Large Cap Alternator ETF 1.0 60 -13 4.9 +2.3
BLCV iShares Large Cap Value Active ETF 1.0 53 -6 7.4 +4.8
FDT First Trust Developed Markets ex-US AlphaDEX Fund 1.0 80 -33 8.3 +5.7
AVDV Avantis International Small Cap Value ETF 1.0 36 11 8.7 +6.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.0 70 -23 2.1 -0.5
EEM iShares MSCI Emerging Markets ETF 1.0 69 -22 9.5 +6.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.0 7 40 5.1 +2.5
SUSL iShares ESG MSCI USA Leaders ETF 1.0 10 37 4.9 +2.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.0 20 27 6.4 +3.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.0 20 27 5.1 +2.5
TAX Cambria Tax Aware ETF 1.0 49 -2 6.0 +3.4
RFFC ALPS Active Equity Opportunity ETF 1.0 48 -1 4.5 +1.9
RCGE RockCreek Global Equality ETF 1.0 95 -48 6.7 +4.1
BKEM BNY Mellon Emerging Markets Equity ETF 1.0 11 36 9.3 +6.7
IMTM iShares MSCI Intl Momentum Factor ETF 1.0 30 17 5.1 +2.5
JPIN J.P. Morgan Diversified Return International Equity ETF 1.0 37 10 7.8 +5.2
FELV Fidelity Enhanced Large Cap Value ETF 1.0 18 29 6.8 +4.2
GLOF iShares Global Equity Factor ETF 1.0 20 27 6.6 +4.0
FEM First Trust Emerging Markets AlphaDEX Fund 1.0 80 -33 11.6 +9.0
DFJ WisdomTree Japan SmallCap Dividend Fund 1.0 58 -11 7.1 +4.5
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 22 6.2 +3.6
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.0 49 -2 3.6 +1.0
DEHP Dimensional Emerging Markets High Profitability ETF 1.0 41 6 6.4 +3.8
EFAV iShares MSCI EAFE Min Vol Factor ETF 1.0 22 25 5.9 +3.3
IMCV iShares Morningstar Mid-Cap Value ETF 1.0 6 41 8.2 +5.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.0 15 32 5.7 +3.1
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 1.0 58 -11 7.0 +4.4
DFVX Dimensional US Large Cap Vector ETF 1.0 22 25 6.3 +3.7
JOET Virtus Terranova US Quality Momentum ETF 1.0 29 18 4.9 +2.3
JQUA JPMorgan U.S. Quality Factor ETF 1.0 12 35 5.9 +3.3
XMAG Defiance Large Cap ex-Mag 7 ETF 0.9 35 12 5.2 +2.6
IEMG iShares Core MSCI Emerging Markets ETF 0.9 9 38 9.8 +7.2
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.9 66 -19 9.0 +6.4
DSTX Distillate International Fundamental Stability & Value ETF 0.9 55 -8 7.6 +5.0
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.9 36 11 9.1 +6.5
VOOV Vanguard S&P 500 Value ETF 0.9 7 40 6.3 +3.7
YNOT Horizon Digital Frontier ETF 0.9 75 -28 3.1 +0.5
DFAE Dimensional Emerging Core Equity Market ETF 0.9 35 12 8.6 +6.0
IVE iShares S&P 500 Value ETF 0.9 18 29 6.1 +3.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.9 4 43 6.3 +3.7
SFYX SoFi Next 500 ETF 0.9 0 47 5.9 +3.3
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.9 15 32 9.6 +7.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.9 30 17 6.8 +4.2
SPXN ProShares S&P 500 Ex-Financials ETF 0.9 9 38 4.9 +2.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 8 3.0 +0.4
JMOM JPMorgan U.S. Momentum Factor ETF 0.9 12 35 4.6 +2.0
MJSC MUFG Japan Small Cap Active ETF 0.9 85 -38 5.7 +3.1
FDRR Fidelity Dividend ETF for Rising Rates 0.9 15 32 6.8 +4.2
IUSV iShares Core S&P US Value ETF 0.9 4 43 6.4 +3.8
VYM Vanguard High Dividend Yield Index ETF 0.9 6 41 7.0 +4.4
SHRY First Trust Bloomberg Shareholder Yield ETF 0.9 60 -13 10.7 +8.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.9 14 33 4.9 +2.3
SPHB Invesco S&P 500 High Beta ETF 0.9 25 22 4.7 +2.1
CRTC Xtrackers US National Critical Technologies ETF 0.9 35 12 4.8 +2.2
BKLC BNY Mellon US Large Cap Core Equity ETF 0.9 0 47 4.9 +2.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.9 7 40 4.8 +2.2
ILCV iShares Morningstar Value ETF 0.9 4 43 6.3 +3.7
VOTE TCW Transform 500 ETF 0.9 5 42 4.9 +2.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.9 2 45 4.9 +2.3
SPXV ProShares S&P 500 Ex-Health Care ETF 0.9 9 38 4.6 +2.0
FESM Fidelity Enhanced Small Cap ETF 0.9 28 19 3.2 +0.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.9 75 -28 4.1 +1.5
WOMN Impact Shares YWCA Women's Empowerment ETF 0.8 75 -28 5.6 +3.0
KLMN Invesco MSCI North America Climate ETF 0.8 9 38 5.0 +2.4
EQAL Invesco Russell 1000 Equal Weight ETF 0.8 20 27 7.2 +4.6
FYX First Trust Small Cap Core AlphaDEX Fund 0.8 61 -14 5.7 +3.1
QVML Invesco S&P 500 QVM Multi-factor ETF 0.8 11 36 5.1 +2.5
ISCB iShares Morningstar Small-Cap ETF 0.8 4 43 5.7 +3.1
DURA VanEck Durable High Dividend ETF 0.8 29 18 7.5 +4.9
INEQ Columbia International Equity Income ETF 0.8 45 2 7.6 +5.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.8 8 39 4.9 +2.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 27 5.4 +2.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.8 11 36 4.9 +2.3
DSPY Tema S&P 500 Historical Weight ETF 0.8 18 29 5.1 +2.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.8 58 -11 4.5 +1.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.8 15 32 4.6 +2.0
SPXE ProShares S&P 500 Ex-Energy ETF 0.8 9 38 4.8 +2.2
FDMO Fidelity Momentum Factor ETF 0.8 15 32 3.6 +1.0
TOPC iShares S&P 500 3% Capped ETF 0.8 15 32 5.1 +2.5
AVEM Avantis Emerging Markets Equity ETF 0.8 33 14 8.1 +5.5
SCHV Schwab U.S. Large-Cap Value ETF 0.8 4 43 6.8 +4.2
IJS iShares S&P Small-Cap 600 Value ETF 0.8 18 29 9.8 +7.2
DFIS Dimensional International Small Cap ETF 0.8 39 8 7.0 +4.4
FDEV Fidelity International Multifactor ETF 0.8 18 29 7.4 +4.8
MGC Vanguard Mega Cap ETF 0.8 7 40 4.6 +2.0
KGRN KraneShares MSCI China Clean Technology Index ETF 0.8 79 -32 0.4 -2.2
CHIQ Global X MSCI China Consumer Discretionary ETF 0.8 65 -18 12.9 +10.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.8 64 -17 1.2 -1.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.8 39 8 4.9 +2.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 26 3.7 +1.1
STXG Strive 1000 Growth ETF 0.8 18 29 3.8 +1.2
IXN iShares Global Tech ETF 0.8 41 6 3.5 +0.9
IWL iShares Russell Top 200 ETF 0.7 15 32 4.5 +1.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.7 60 -13 4.4 +1.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.7 45 2 4.4 +1.8
GQQQ Astoria US Quality Growth Kings ETF 0.7 35 12 4.6 +2.0
ITEQ BlueStar Israel Technology ETF 0.7 75 -28 1.6 -1.0
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.7 41 6 8.2 +5.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.7 15 32 9.8 +7.2
DSMC Distillate Small/Mid Cash Flow ETF 0.7 55 -8 13.0 +10.4
PBUS Invesco MSCI USA ETF 0.7 4 43 4.9 +2.3
QUAL iShares MSCI USA Quality Factor ETF 0.7 15 32 5.2 +2.6
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.7 53 -6 7.1 +4.5
CFA VictoryShares US 500 Volatility Wtd ETF 0.7 35 12 6.1 +3.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.7 40 7 6.1 +3.5
CATH Global X S&P 500 Catholic Values Custom ETF 0.7 29 18 4.6 +2.0
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.7 30 17 4.7 +2.1
GMF SPDR S&P Emerging Asia Pacific ETF 0.7 49 -2 9.5 +6.9
STXK Strive Small-Cap ETF 0.7 18 29 6.0 +3.4
HDV iShares Core High Dividend ETF 0.7 8 39 7.2 +4.6
JHML John Hancock Multifactor Large Cap ETF 0.7 29 18 5.4 +2.8
XVV iShares ESG Screened S&P 500 ETF 0.7 8 39 4.8 +2.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.7 10 37 9.7 +7.1
DIHP Dimensional International High Profitability ETF 0.7 29 18 6.6 +4.0
HAP VanEck Natural Resources ETF 0.7 50 -3 8.8 +6.2
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.7 38 9 8.7 +6.1
HLAL Wahed FTSE USA Shariah ETF 0.7 50 -3 4.6 +2.0
EUSA iShares MSCI USA Equal Weighted ETF 0.7 9 38 6.3 +3.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.7 25 22 5.4 +2.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.7 42 5 5.3 +2.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 29 7.9 +5.3
SPEM SPDR Portfolio Emerging Markets ETF 0.7 7 40 10.5 +7.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.7 52 -5 5.8 +3.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.7 58 -11 5.7 +3.1
JHEM John Hancock Multifactor Emerging Markets ETF 0.7 49 -2 9.5 +6.9
FXN First Trust Energy AlphaDEX Fund 0.7 62 -15 14.4 +11.8
VFMO Vanguard U.S. Momentum Factor ETF 0.7 13 34 2.9 +0.3
DFEV Dimensional Emerging Markets Value ETF 0.7 43 4 11.8 +9.2
RAUS RACWI US ETF 0.7 15 32 4.9 +2.3
SIZE iShares MSCI USA Size Factor ETF 0.7 15 32 6.3 +3.7
STXM Strive Mid-Cap ETF 0.7 18 29 6.4 +3.8
EMGF iShares Emerging Markets Equity Factor ETF 0.7 25 22 10.8 +8.2
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.7 38 9 10.0 +7.4
CHRI Global X S&P 500 Christian Values ETF 0.7 29 18 4.6 +2.0
IUS Invesco RAFI Strategic US ETF 0.7 19 28 6.8 +4.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.7 60 -13 5.9 +3.3
SCHE Schwab Emerging Markets Equity ETF 0.7 11 36 10.7 +8.1
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 0.7 60 -13 4.0 +1.4
ALRG Allspring LT Large Core ETF 0.7 28 19 4.4 +1.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.7 20 27 4.6 +2.0
VV Vanguard Large-Cap ETF 0.7 4 43 4.8 +2.2
AVDS Avantis International Small Cap Equity ETF 0.7 30 17 6.7 +4.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 18 4.7 +2.1
VTI Vanguard Total Stock Market ETF 0.7 3 44 4.8 +2.2
EVUS iShares ESG Aware MSCI USA Value ETF 0.7 18 29 6.5 +3.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.7 9 38 6.2 +3.6
DFUS Dimensional U.S. Equity ETF 0.6 9 38 4.8 +2.2
VTHR Vanguard Russell 3000 ETF 0.6 7 40 4.8 +2.2
VOO Vanguard S&P 500 ETF 0.6 3 44 4.9 +2.3
IWV iShares Russell 3000 ETF 0.6 20 27 4.7 +2.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.6 3 44 4.8 +2.2
IVV iShares Core S&P 500 ETF 0.6 3 44 4.9 +2.3
VWO Vanguard FTSE Emerging Markets ETF 0.6 7 40 10.3 +7.7
SPY SPDR S&P 500 ETF 0.6 9 38 4.8 +2.2
SPYM State Street SPDR Portfolio S&P 500 ETF 0.6 2 45 4.9 +2.3
STRV Strive 500 ETF 0.6 5 42 4.8 +2.2
GXLC Global X U.S. 500 ETF 0.6 2 45 4.8 +2.2
LOWV AB US Low Volatility Equity ETF 0.6 48 -1 5.4 +2.8
VXF Vanguard Extended Market ETF 0.6 5 42 4.4 +1.8
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.6 75 -28 10.0 +7.4
KNO AXS Knowledge Leaders ETF 0.6 78 -31 5.6 +3.0
ILCB iShares Morningstar U.S. Equity ETF 0.6 3 44 4.8 +2.2
VB Vanguard Small-Cap ETF 0.6 5 42 6.1 +3.5
XLG Invesco S&P 500 Top 50 ETF 0.6 20 27 4.1 +1.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.6 3 44 5.1 +2.5
VONE Vanguard Russell 1000 ETF 0.6 7 40 4.9 +2.3
AFSM First Trust Active Factor Small Cap ETF 0.6 75 -28 7.5 +4.9
IWB iShares Russell 1000 ETF 0.6 15 32 4.8 +2.2
TOV JLens 500 Jewish Advocacy U.S. ETF 0.6 18 29 4.6 +2.0
EPS WisdomTree U.S. LargeCap Fund 0.6 8 39 5.7 +3.1
ROAM Hartford Multifactor Emerging Markets ETF 0.6 44 3 11.3 +8.7
ZSB USCF Sustainable Battery Metals Strategy Fund 0.6 61 -14 5.1 +2.5
PXH Invesco FTSE RAFI Emerging Markets ETF 0.6 49 -2 15.0 +12.4
IYY iShares Dow Jones U.S. ETF 0.6 20 27 4.7 +2.1
IWN iShares Russell 2000 Value ETF 0.6 24 23 6.3 +3.7
EMLP First Trust North American Energy Infrastructure Fund 0.6 95 -48 6.1 +3.5
SVAL iShares US Small Cap Value Factor ETF 0.6 20 27 8.7 +6.1
JIVE JPMorgan International Value ETF 0.6 55 -8 10.7 +8.1
FNDC Schwab Fundamental International Small Co. Index ETF 0.6 39 8 5.7 +3.1
VTWV Vanguard Russell 2000 Value ETF 0.6 10 37 6.4 +3.8
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.6 90 -43 5.1 +2.5
RVRB Reverb ETF 0.6 30 17 4.5 +1.9
SCHA Schwab U.S. Small-Cap ETF 0.6 4 43 5.5 +2.9
RSP Invesco S&P 500 Equal Weight ETF 0.6 20 27 6.8 +4.2
GOP Unusual Whales Subversive Republican Trading ETF 0.6 50 -3 5.4 +2.8
FVAL Fidelity Value Factor ETF 0.6 15 32 6.8 +4.2
FDEM Fidelity Emerging Markets Multifactor ETF 0.6 25 22 12.3 +9.7
PRF Invesco FTSE RAFI US 1000 ETF 0.6 39 8 6.7 +4.1
DFAU Dimensional US Core Equity Market ETF 0.6 12 35 5.0 +2.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.6 49 -2 6.8 +4.2
AVUS Avantis U.S. Equity ETF 0.6 15 32 5.7 +3.1
LVHI Franklin International Low Volatility High Dividend Index ET 0.6 40 7 10.1 +7.5
SCHM Schwab U.S. Mid-Cap ETF 0.6 4 43 7.0 +4.4
XMHQ Invesco S&P MidCap Quality ETF 0.6 25 22 7.0 +4.4
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 41 8.5 +5.9
FQAL Fidelity Quality Factor ETF 0.6 15 32 5.8 +3.2
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.5 59 -12 8.5 +5.9
USMV iShares MSCI USA Min Vol Factor ETF 0.5 15 32 5.8 +3.2
AIEQ AI Powered Equity ETF 0.5 75 -28 4.7 +2.1
DCOR Dimensional US Core Equity 1 ETF 0.5 14 33 5.4 +2.8
ESGV Vanguard ESG U.S. Stock ETF 0.5 9 38 4.8 +2.2
VYMI Vanguard International High Dividend Yield ETF 0.5 17 30 9.0 +6.4
OEI Optimized Equity Income ETF 0.5 75 -28 3.9 +1.3
DFAC Dimensional U.S. Core Equity 2 ETF 0.5 17 30 5.5 +2.9
WWJD Inspire International ETF 0.5 80 -33 7.2 +4.6
RPG Invesco S&P 500 Pure Growth ETF 0.5 35 12 3.5 +0.9
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 -13 6.9 +4.3
SFY SoFi Select 500 ETF 0.5 0 47 4.4 +1.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.5 65 -18 6.4 +3.8
SSPY Syntax Stratified LargeCap ETF 0.5 30 17 6.8 +4.2
IDLV Invesco S&P International Developed Low Volatility ETF 0.5 25 22 6.5 +3.9
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.5 39 8 15.7 +13.1
DXUV Dimensional US Vector Equity ETF 0.5 28 19 6.1 +3.5
DGRW WisdomTree US Quality Dividend Growth Fund 0.5 28 19 5.6 +3.0
GWX SPDR S&P International Small Cap ETF 0.5 40 7 6.5 +3.9
IMCB iShares Morningstar Mid-Cap ETF 0.5 4 43 6.3 +3.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.5 56 -9 10.6 +8.0
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.5 5 42 8.0 +5.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.5 60 -13 -0.9 -3.5
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -26 11.7 +9.1
BGDV Bahl & Gaynor Dividend ETF 0.5 45 2 4.7 +2.1
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.5 50 -3 10.3 +7.7
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 27 -4.4 -7.0
FTC First Trust Large Cap Growth AlphaDEX Fund 0.5 59 -12 2.0 -0.6
EIPI FT Energy Income Partners Enhanced Income ETF 0.5 110 -63 6.9 +4.3
SPMV Invesco S&P 500 Minimum Variance ETF 0.5 10 37 5.7 +3.1
DFNV Donoghue Forlines Innovation ETF 0.5 69 -22 4.5 +1.9
SFTY Horizon Managed Risk ETF 0.5 77 -30 4.1 +1.5
STOX Horizon Core Equity ETF 0.5 70 -23 4.2 +1.6
BLES Inspire Global Hope ETF 0.5 61 -14 6.9 +4.3
DLS WisdomTree International SmallCap Dividend Fund 0.5 58 -11 8.0 +5.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.4 35 12 7.4 +4.8
OEF iShares S&P 100 ETF 0.4 20 27 4.4 +1.8
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.4 45 2 9.7 +7.1
ACWV iShares MSCI Global Min Vol Factor ETF 0.4 20 27 5.7 +3.1
IJR iShares Core S&P Small Cap ETF 0.4 6 41 7.6 +5.0
SUSA iShares MSCI USA ESG Select ETF 0.4 25 22 4.6 +2.0
ILCG iShares Morningstar Growth ETF 0.4 4 43 3.7 +1.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.4 12 35 7.3 +4.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.4 18 29 5.8 +3.2
VOOG Vanguard S&P 500 Growth ETF 0.4 7 40 4.1 +1.5
ISRA VanEck Israel ETF 0.4 59 -12 6.9 +4.3
IVW iShares S&P 500 Growth ETF 0.4 18 29 3.9 +1.3
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.4 4 43 4.0 +1.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.4 19 28 5.5 +2.9
LCLG Logan Capital Broad Innovative Growth ETF 0.4 99 -52 3.7 +1.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 22 7.6 +5.0
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.4 12 35 7.4 +4.8
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.4 3 44 7.6 +5.0
ESGU iShares ESG Aware MSCI USA ETF 0.4 15 32 4.8 +2.2
AVSC Avantis U.S Small Cap Equity ETF 0.4 25 22 5.1 +2.5
DEUS Xtrackers Russell US Multifactor ETF 0.4 17 30 7.0 +4.4
IUSG iShares Core S&P U.S. Growth ETF 0.4 4 43 4.1 +1.5
JSTC Adasina Social Justice All Cap Global ETF 0.4 89 -42 4.8 +2.2
VIOO Vanguard S&P Small-Cap 600 ETF 0.4 7 40 7.5 +4.9
RWL Invesco S&P 500 Revenue ETF 0.4 39 8 6.8 +4.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.4 18 29 8.7 +6.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.4 17 30 6.0 +3.4
JADE JPMorgan Active Developing Markets Equity ETF 0.4 65 -18 7.7 +5.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.4 9 38 5.3 +2.7
DAK Dakota Active Equity ETF 0.4 43 4 4.5 +1.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.4 25 22 4.9 +2.3
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.4 15 32 8.7 +6.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.4 10 37 8.8 +6.2
DFAS Dimensional U.S. Small Cap ETF 0.4 26 21 6.6 +4.0
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.4 32 15 13.4 +10.8
SCHB Schwab U.S. Broad Market ETF 0.4 3 44 4.9 +2.3
SCHC Schwab International Small-Cap Equity ETF 0.4 11 36 7.3 +4.7
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.4 70 -23 7.5 +4.9
SMLF iShares U.S. SmallCap Equity Factor ETF 0.4 15 32 6.0 +3.4
NACP Impact Shares NAACP Minority Empowerment ETF 0.4 49 -2 4.7 +2.1
PSC Principal U.S. Small-Cap ETF 0.4 38 9 6.9 +4.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 22 6.0 +3.4
SCHX Schwab U.S. Large-Cap ETF 0.3 3 44 4.9 +2.3
CALF Pacer US Small Cap Cash Cows 100 ETF 0.3 59 -12 10.4 +7.8
SCHK Schwab 1000 Index ETF 0.3 5 42 4.9 +2.3
AVSE Avantis Responsible Emerging Markets Equity ETF 0.3 33 14 7.8 +5.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 8 39 7.1 +4.5
NUSC Nuveen ESG Small-Cap ETF 0.3 31 16 5.2 +2.6
STXV Strive 1000 Value ETF 0.3 18 29 8.2 +5.6
GCOW Pacer Global Cash Cows Dividend ETF 0.3 60 -13 10.5 +7.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.3 12 35 3.9 +1.3
APUE ActivePassive U.S. Equity ETF 0.3 45 2 4.6 +2.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.3 48 -1 6.3 +3.7
FAN First Trust Global Wind Energy ETF 0.3 60 -13 4.3 +1.7
EBI Longview Advantage ETF 0.3 35 12 6.7 +4.1
PRNT 3D Printing ETF 0.3 66 -19 1.8 -0.8
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 18 7.4 +4.8
EFRA iShares Environmental Infrastructure and Industrials ETF 0.3 47 0 5.5 +2.9
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.3 50 -3 8.6 +6.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.3 59 -12 6.3 +3.7
EWK iShares MSCI Belgium ETF 0.3 50 -3 4.4 +1.8
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 19 10.0 +7.4
OPTZ Optimize Strategy Index ETF 0.3 50 -3 4.8 +2.2
RODE Hartford Multifactor Diversified International ETF 0.3 29 18 10.3 +7.7
JHDV John Hancock U.S. High Dividend ETF 0.3 34 13 6.7 +4.1
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 -5 7.1 +4.5
GINN Goldman Sachs Innovate Equity ETF 0.3 52 -5 3.6 +1.0
THRO iShares U.S. Thematic Rotation Active ETF 0.3 90 -43 3.8 +1.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 22 7.2 +4.6
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.3 33 14 7.9 +5.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.3 29 18 6.4 +3.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.3 25 22 12.1 +9.5
FYLD Cambria Foreign Shareholder Yield ETF 0.2 59 -12 11.2 +8.6
FEP First Trust Europe AlphaDEX Fund 0.2 80 -33 7.9 +5.3
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -33 7.4 +4.8
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 22 7.2 +4.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 12 7.5 +4.9
ISMD Inspire Small/Mid Cap ETF 0.2 54 -7 5.3 +2.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 23 7.4 +4.8
FEX First Trust Large Cap Core AlphaDEX Fund 0.2 59 -12 5.9 +3.3
HDUS Hartford Disciplined US Equity ETF 0.2 19 28 5.7 +3.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.2 38 9 9.1 +6.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.2 49 -2 4.9 +2.3
AVES Avantis Emerging Markets Value ETF 0.2 36 11 10.6 +8.0
IEUS iShares MSCI Europe Small-Cap ETF 0.2 42 5 7.4 +4.8
IYE iShares U.S. Energy ETF 0.2 40 7 8.9 +6.3
DTH WisdomTree International High Dividend Fund 0.2 58 -11 8.0 +5.4
DLN WisdomTree U.S. LargeCap Dividend Fund 0.2 28 19 6.0 +3.4
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 32 5.4 +2.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.2 15 32 8.0 +5.4
DTD WisdomTree U.S. Total Dividend Fund 0.2 28 19 6.4 +3.8
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 22 9.6 +7.0
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 35 7.2 +4.6
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.2 58 -11 9.5 +6.9
FID First Trust S&P International Dividend Aristocrats ETF 0.2 60 -13 7.8 +5.2
WDIV SPDR S&P Global Dividend ETF 0.2 40 7 9.0 +6.4
IVAL Alpha Architect International Quantitative Value ETF 0.2 49 -2 10.0 +7.4
TMFX Motley Fool Next Index ETF 0.2 50 -3 3.1 +0.5
EZM WisdomTree U.S. MidCap Fund 0.2 38 9 8.7 +6.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 8 9.7 +7.1
AVUQ Avantis U.S. Quality ETF 0.2 15 32 4.4 +1.8
VBR Vanguard Small Cap Value ETF 0.2 7 40 9.1 +6.5
WDNA WisdomTree BioRevolution Fund 0.2 45 2 -1.9 -4.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.2 20 27 6.8 +4.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.2 15 32 7.6 +5.0
GSPY Gotham Enhanced 500 ETF 0.2 50 -3 5.1 +2.5
IJH iShares Core S&P Mid-Cap ETF 0.2 5 42 7.2 +4.6
MDY SPDR S&P Midcap 400 ETF Trust 0.2 24 23 7.1 +4.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 7 40 7.3 +4.7
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.2 12 35 8.0 +5.4
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 32 3.1 +0.5
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 44 7.3 +4.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 8 9.5 +6.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 27 5.4 +2.8
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 32 5.8 +3.2
DFSU Dimensional US Sustainability Core 1 ETF 0.2 18 29 5.3 +2.7
FELC Fidelity Enhanced Large Cap Core ETF 0.2 18 29 5.3 +2.7
MCHI iShares MSCI China ETF 0.2 59 -12 17.3 +14.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.2 4 43 5.9 +3.3
TTAC FCF US Quality ETF 0.2 59 -12 6.2 +3.6
VSLU Applied Finance Valuation Large Cap ETF 0.2 49 -2 5.9 +3.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 32 7.3 +4.7
DFSV Dimensional US Small Cap Value ETF 0.2 31 16 10.4 +7.8
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -12 2.8 +0.2
JGRO JPMorgan Active Growth ETF 0.2 44 3 3.5 +0.9
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 32 7.0 +4.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.2 29 18 7.9 +5.3
BIBL Inspire 100 ETF 0.2 35 12 5.2 +2.6
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -18 7.8 +5.2
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 35 7.5 +4.9
FLCH Franklin FTSE China ETF 0.1 19 28 15.7 +13.1
SMMD iShares Russell 2500 ETF 0.1 15 32 6.7 +4.1
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 24 3.3 +0.7
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.1 58 -11 8.4 +5.8
VCR Vanguard Consumer Discretionary ETF 0.1 9 38 4.7 +2.1
DIVB iShares Core Dividend ETF 0.1 5 42 8.2 +5.6
VFVA Vanguard U.S. Value Factor ETF 0.1 13 34 10.6 +8.0
FGM First Trust Germany AlphaDEX Fund 0.1 80 -33 6.8 +4.2
EFAS Global X MSCI SuperDividend EAFE ETF 0.1 57 -10 8.4 +5.8
HKND Humankind US Stock ETF 0.1 11 36 7.1 +4.5
FTEC Fidelity MSCI Information Technology Index ETF 0.1 8 39 3.9 +1.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.1 7 40 5.8 +3.2
VGT Vanguard Information Technology ETF 0.1 9 38 3.9 +1.3
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 24 8.1 +5.5
COPY Tweedy, Browne Insider + Value ETF 0.1 80 -33 11.7 +9.1
ICPY Tweedy, Browne International Insider Value ETF 0.1 80 -33 11.5 +8.9
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.1 42 5 9.3 +6.7
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 29 3.7 +1.1
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -20 10.0 +7.4
BKF iShares MSCI BIC ETF 0.1 69 -22 13.3 +10.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.1 8 39 4.5 +1.9
IYC iShares U.S. Consumer Discretionary ETF 0.1 40 7 3.9 +1.3
GXC SPDR S & P China ETF 0.1 59 -12 16.2 +13.6
IWR iShares Russell Midcap ETF 0.1 19 28 6.2 +3.6
IJT iShares S&P Small-Cap 600 Growth ETF 0.1 18 29 5.4 +2.8
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.1 15 32 5.4 +2.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.1 10 37 5.5 +2.9
EES WisdomTree U.S. SmallCap Fund 0.1 38 9 8.6 +6.0
IWS iShares Russell Mid-Cap Value ETF 0.1 23 24 7.2 +4.6
IWC iShares Micro-Cap ETF 0.1 60 -13 -1.3 -3.9
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.1 40 7 6.7 +4.1
JHMM John Hancock Multifactor Mid Cap ETF 0.1 42 5 6.3 +3.7
IGM iShares Expanded Tech Sector ETF 0.0 41 6 3.5 +0.9
ROUS Hartford Multifactor US Equity ETF 0.0 19 28 7.0 +4.4
DEW WisdomTree Global High Dividend Fund 0.0 58 -11 8.2 +5.6
IPKW Invesco International BuyBack Achievers ETF 0.0 55 -8 8.8 +6.2
VEGN US Vegan Climate ETF 0.0 60 -13 4.5 +1.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 35 4.6 +2.0
VONG Vanguard Russell 1000 Growth ETF 0.0 7 40 4.5 +1.9
IWF iShares Russell 1000 Growth ETF 0.0 19 28 4.1 +1.5
SPXM Azoria 500 Meritocracy ETF 0.0 47 0 4.5 +1.9
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.0 20 27 27,699.8 +27,697.2

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

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RESULTS & ESTIMATES

  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:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 6.2 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 47 bp
Equals: ALTAR Score 2.6 %
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.