iShares Global Clean Energy ETF
ALTAR
Score™		 2.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 24.6x P/Sales
ratio		 1.4x
P/BV
ratio		 1.7x Div.
yield		 1.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares S&P Global Clean Energy Index Fund is an exchange-traded fund incorporat ed in the USA. The Fund seeks investment results that correspond to the price and yield performance of the S&P Global Clean Energy Index.

FUND BASICS
Category Global Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date Jun 24, 2008
Assets (mns) $1,988
Currency USD
Expense ratio 41 bp
Distributions Semi-Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 101
Wgt avg mkt cap (mns) $22,017
Large cap (>$10bn) 45.8%
Mid cap ($2-10bn) 43.9%
Small cap (<$2bn) 9.1%
Developed mkts 67.5%
Emerging mkts 32.5%

TOP TEN HOLDINGS
FIRST SOLAR INC 8.9 %
BLOOM ENERGY CORPORATION CLASS A 8.4 %
IBERDROLA SA 6.4 %
VESTAS WIND SYSTEMS A/S 6.4 %
NEXTRACKER, INC. CLASS A 6.1 %
CHUBU ELECTRIC POWER CO INC 3.7 %
EDP-ENERGIAS DE PORTUGAL SA 3.5 %
CHINA YANGTZE POWER CO LTD-A 3.4 %
EQUATORIAL ENERGIA SA - ORD 3.3 %
ORMAT TECHNOLOGIES INC 3.1 %
Total 53.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 35.1 %
SPAIN 9.0 %
DENMARK 8.9 %
BRAZIL 8.4 %
CHINA 8.3 %
INDIA 5.2 %
JAPAN 3.7 %
PORTUGAL 3.5 %
CANADA 2.8 %
GERMANY 2.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
47.0% 47.0% -9.0% 7.2% -4.5%

Market Correlations
versus... Beta R-squared
S&P500 0.60 25%
MSCI EAFE 0.81 32%
MSCI Emg. Mkts. 0.85 41%

Technical Indicators
Recent close $17.20
30d moving avg. $16.49
Annualized volatility 25.8%
Short interest (ETF) 6.2%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 2,638
Turnover 2.3%
Bid/Ask (% of price) 0.06%
ADV underlying (mns) $6,204

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 704 potential alternatives to the iShares Global Clean Energy ETF ETF based on the alternatives' overlap in portfolio holdings with ICLN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: ICLN Expense: 41 bp ALTAR Score™: 2.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH ICLN
Ticker Fund
Name		 Overlap1
vs ICLN
(%)		 Expense
ratio
(bp)		 Savings
vs ICLN
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs ICLN
(%)
VCLN Virtus Duff & Phelps Clean Energy ETF 56.9 59 -18 3.7 +0.9
FRNW Fidelity Clean Energy ETF 45.5 39 2 2.1 -0.8
CTEC Global X CleanTech ETF 35.1 50 -9 0.7 -2.2
SMOG VanEck Low Carbon Energy ETF 29.1 61 -20 1.5 -1.4
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 28.5 58 -17 -1.9 -4.7
TAN Invesco Solar ETF 25.1 67 -26 5.0 +2.2
FAN First Trust Global Wind Energy ETF 22.5 60 -19 3.7 +0.8
ACES ALPS Clean Energy ETF 22.5 55 -14 -2.5 -5.3
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 21.1 79 -38 4.5 +1.6
OCEN IQ Clean Oceans ETF 20.0 45 -4 5.0 +2.2
PBD Invesco Global Clean Energy ETF 19.7 75 -34 0.7 -2.2
CNRG State Street SPDR S&P Kensho Clean Power ETF 18.9 45 -4 1.5 -1.4
ERTH Invesco MSCI Sustainable Future ETF 18.5 62 -21 3.1 +0.2
RNRG Global X Renewable Energy Producers ETF 18.2 66 -25 5.0 +2.1
ETEC iShares Breakthrough Environmental Solutions ETF 17.3 47 -6 3.1 +0.2
CLNR IQ Cleaner Transport ETF 15.1 45 -4 4.9 +2.0
PBW Invesco WilderHill Clean Energy ETF 14.7 66 -25 -2.9 -5.8
SDG iShares MSCI Global Sustainable Development Goals ETF 11.7 49 -8 4.7 +1.9
IBAT iShares Energy Storage & Materials ETF 11.6 47 -6 2.5 -0.4
HYDR Global X Hydrogen ETF 9.9 50 -9 -8.0 -10.8
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 9.5 75 -34 6.7 +3.8
WBAT WisdomTree Battery Value Chain and Innovation Fund 8.8 45 -4 1.6 -1.3
EDEN iShares MSCI Denmark ETF 8.4 53 -12 5.5 +2.6
JXI iShares Global Utilities ETF 8.4 43 -2 5.3 +2.5
FILL iShares MSCI Global Energy Producers ETF 7.6 39 2 5.2 +2.4
CCSO Carbon Collective Climate Solutions US Equity ETF 7.5 35 6 1.1 -1.8
HAP VanEck Natural Resources ETF 7.1 50 -9 8.0 +5.1
CCNR ALPS CoreCommodity Natural Resources ETF 6.8 39 2 7.6 +4.8
KGRN KraneShares MSCI China Clean Technology Index ETF 6.5 79 -38 0.3 -2.6
EWP iShares MSCI Spain ETF 6.4 50 -9 5.9 +3.0
DTEC ALPS Disruptive Technologies ETF 5.6 50 -9 3.3 +0.4
EWZ iShares MSCI Brazil ETF 5.4 58 -17 11.9 +9.0
IPO Renaissance IPO ETF 5.0 60 -19 2.7 -0.2
ITEQ BlueStar Israel Technology ETF 4.9 75 -34 1.3 -1.6
OBOR KraneShares MSCI One Belt One Road Index ETF 4.6 79 -38 7.2 +4.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 4.3 20 21 2.6 -0.3
DRIV Global X Autonomous & Electric Vehicles ETF 4.2 68 -27 4.2 +1.3
FLBR Franklin FTSE Brazil ETF 4.2 19 22 13.7 +10.8
IGF iShares Global Infrastructure ETF 4.1 41 0 4.5 +1.6
GII SPDR S&P Global Infrastructure ETF 4.1 40 1 4.5 +1.6
NETZ TCW Transform Systems ETF 4.1 75 -34 2.0 -0.8
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 3.8 9 32 8.3 +5.4
AGQI First Trust Active Global Quality Income ETF 3.8 85 -44 4.6 +1.7
FXN First Trust Energy AlphaDEX Fund 3.7 62 -21 13.8 +10.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.6 58 -17 3.8 +0.9
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 3.6 59 -18 4.4 +1.5
MADE iShares U.S. Manufacturing ETF 3.5 40 1 4.1 +1.2
LIVR Intelligent Livermore ETF 3.5 69 -28 2.9 +0.1
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 3.3 45 -4 4.8 +2.0
POW VistaShares Electrification Supercycle ETF 3.3 75 -34 3.0 +0.1
FMTM MarketDesk Focused U.S. Momentum ETF 3.3 45 -4 3.3 +0.4
PRN Invesco Dorsey Wright Industrials Momentum ETF 3.3 60 -19 1.4 -1.5
ZAP Global X U.S. Electrification ETF 3.2 50 -9 3.8 +0.9
LOUP Innovator Deepwater Frontier Tech ETF 3.2 70 -29 0.6 -2.3
GPT Intelligent Alpha Atlas ETF 3.0 69 -28 4.9 +2.0
ISRA VanEck Israel ETF 3.0 59 -18 5.8 +2.9
XSD State Street SPDR S&P Semiconductor ETF 2.9 35 6 3.3 +0.4
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 2.9 45 -4 1.3 -1.5
OEFA ALPS O’Shares International Developed Quality Dividend ETF 2.9 48 -7 4.7 +1.8
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 2.9 59 -18 8.7 +5.8
XT iShares Exponential Technologies ETF 2.9 46 -5 4.2 +1.3
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 2.9 55 -14 6.2 +3.3
GLIN VanEck India Growth Leaders ETF 2.8 77 -36 4.8 +1.9
PSCT Invesco S&P SmallCap Information Technology ETF 2.8 29 12 4.1 +1.2
FLN First Trust Latin America AlphaDEX Fund 2.7 80 -39 10.4 +7.5
FEZ SPDR EURO STOXX 50 ETF 2.7 29 12 5.6 +2.7
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.7 60 -19 5.2 +2.3
DVYE iShares Emerging Markets Dividend ETF 2.7 49 -8 17.0 +14.2
FID First Trust S&P International Dividend Aristocrats ETF 2.6 60 -19 7.3 +4.4
ETHO Etho Climate Leadership U.S. ETF 2.6 47 -6 4.7 +1.9
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 2.6 20 21 5.6 +2.7
FLLA Franklin FTSE Latin America ETF 2.6 19 22 11.8 +8.9
JSML Janus Henderson Small Cap Growth Alpha ETF 2.6 30 11 7.1 +4.2
AIPO Defiance AI & Power Infrastructure ETF 2.6 69 -28 0.9 -1.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.5 47 -6 5.7 +2.8
SPIT F/m Emerald Special Situations ETF 2.5 105 -64 -0.9 -3.8
BATT Amplify Lithium & Battery Technology ETF 2.5 59 -18 1.7 -1.2
HYP Golden Eagle Dynamic Hypergrowth ETF 2.5 85 -44 -1.1 -4.0
EFAV iShares MSCI EAFE Min Vol Factor ETF 2.3 22 19 5.6 +2.7
FEUZ First Trust Eurozone AlphaDEX ETF 2.3 80 -39 6.6 +3.7
NUDM Nuveen ESG International Developed Markets Equity ETF 2.3 31 10 5.8 +2.9
EUDV ProShares MSCI Europe Dividend Growers ETF 2.2 55 -14 5.4 +2.5
EZU iShares MSCI Eurozone ETF 2.2 52 -11 5.7 +2.8
WDIV SPDR S&P Global Dividend ETF 2.2 40 1 8.4 +5.5
IWO iShares Russell 2000 Growth ETF 2.2 24 17 0.7 -2.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.2 70 -29 1.7 -1.2
NUSC Nuveen ESG Small-Cap ETF 2.2 31 10 4.6 +1.7
IGRO iShares International Dividend Growth ETF 2.2 15 26 6.3 +3.4
SDEM Global X MSCI SuperDividend Emerging Markets ETF 2.1 67 -26 13.6 +10.7
EFAS Global X MSCI SuperDividend EAFE ETF 2.1 57 -16 7.7 +4.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 2.1 45 -4 6.1 +3.2
IDOG ALPS International Sector Dividend Dogs ETF 2.1 50 -9 10.6 +7.7
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.1 60 -19 4.6 +1.7
GVIP Goldman Sachs Hedge Industry VIP ETF 2.1 45 -4 2.6 -0.3
TRFM AAM Transformers ETF 2.0 49 -8 1.0 -1.9
WWJD Inspire International ETF 2.0 80 -39 6.4 +3.6
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 2.0 55 -14 6.1 +3.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 2.0 14 27 5.5 +2.7
CNYA iShares MSCI China A ETF 2.0 60 -19 6.2 +3.3
IQRA IQ CBRE Real Assets ETF 2.0 65 -24 5.4 +2.6
BRAZ Global X Brazil Active ETF 1.9 75 -34 10.4 +7.5
FESM Fidelity Enhanced Small Cap ETF 1.9 28 13 2.8 -0.1
DTH WisdomTree International High Dividend Fund 1.9 58 -17 7.5 +4.6
EELV Invesco S&P Emerging Markets Low Volatility ETF 1.9 29 12 8.1 +5.2
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.9 32 9 5.5 +2.6
VBK Vanguard Small-Cap Growth ETF 1.9 7 34 1.5 -1.4
BLES Inspire Global Hope ETF 1.9 61 -20 6.1 +3.2
CGDG Capital Group Dividend Growers ETF 1.8 47 -6 5.4 +2.5
UEVM VictoryShares Emerging Markets Value Momentum ETF 1.8 45 -4 9.5 +6.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.8 10 31 8.7 +5.8
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 1.8 65 -24 6.2 +3.3
IWM iShares Russell 2000 ETF 1.8 19 22 3.2 +0.3
IYE iShares U.S. Energy ETF 1.8 40 1 8.4 +5.5
REAI Intelligent Real Estate ETF 1.8 59 -18 14.5 +11.6
FGM First Trust Germany AlphaDEX Fund 1.8 80 -39 5.9 +3.0
IQM Franklin Intelligent Machines ETF 1.8 50 -9 1.5 -1.4
FEP First Trust Europe AlphaDEX Fund 1.8 80 -39 6.9 +4.0
FEM First Trust Emerging Markets AlphaDEX Fund 1.8 80 -39 10.4 +7.5
EFV iShares MSCI EAFE Value ETF 1.7 34 7 7.8 +5.0
RSSL Global X Russell 2000 ETF 1.7 8 33 3.2 +0.3
IMTM iShares MSCI Intl Momentum Factor ETF 1.6 30 11 4.7 +1.9
ABFL Abacus FCF Leaders ETF 1.6 59 -18 3.8 +0.9
IDMO Invesco S&P International Developed Momentum ETF 1.6 25 16 5.1 +2.3
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.6 80 -39 5.5 +2.7
XMHQ Invesco S&P MidCap Quality ETF 1.6 25 16 5.6 +2.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.6 20 21 3.6 +0.8
ESGD iShares ESG Aware MSCI EAFE ETF 1.6 20 21 5.8 +2.9
SPGP Invesco S&P 500 GARP ETF 1.6 34 7 5.6 +2.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.6 65 -24 7.1 +4.3
OAIM OneAscent International Equity ETF 1.6 95 -54 4.6 +1.8
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.6 40 1 4.5 +1.6
NIXT Research Affiliates Deletions ETF 1.5 9 32 7.4 +4.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.5 59 -18 5.4 +2.6
VTWG Vanguard Russell 2000 Growth ETF 1.5 10 31 0.8 -2.1
TMFX Motley Fool Next Index ETF 1.5 50 -9 2.7 -0.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.5 39 2 2.8 -0.1
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.5 12 29 5.2 +2.3
FLEE Franklin FTSE Europe ETF 1.5 9 32 6.3 +3.4
PSCI Invesco S&P SmallCap Industrials ETF 1.5 29 12 5.0 +2.1
IQSI IQ Candriam International Equity ETF 1.5 15 26 5.7 +2.8
BBEU JPMorgan BetaBuilders Europe ETF 1.5 9 32 6.2 +3.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.5 15 26 5.3 +2.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.5 35 6 9.0 +6.1
VTWO Vanguard Russell 2000 ETF 1.5 7 34 3.3 +0.5
FJP First Trust Japan AlphaDEX Fund 1.5 80 -39 7.4 +4.5
IEV iShares Europe ETF 1.5 67 -26 5.8 +2.9
IWN iShares Russell 2000 Value ETF 1.5 24 17 5.9 +3.0
IEUR iShares Core MSCI Europe ETF 1.5 11 30 6.3 +3.5
VGK Vanguard FTSE Europe ETF 1.5 6 35 6.4 +3.5
DBEU Xtrackers MSCI Europe Hedged Equity ETF 1.5 46 -5 5.9 +3.1
RCGE RockCreek Global Equality ETF 1.4 95 -54 6.0 +3.2
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.4 58 -17 7.4 +4.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.4 12 29 4.3 +1.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.4 39 2 4.4 +1.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.4 95 -54 -0.4 -3.3
ABLS Abacus FCF Small Cap Leaders ETF 1.4 59 -18 5.2 +2.3
FENI Fidelity Enhanced International ETF 1.4 28 13 5.6 +2.7
DWMF WisdomTree International Multifactor Fund 1.4 38 3 6.4 +3.5
UIVM VictoryShares International Value Momentum ETF 1.4 35 6 7.6 +4.7
FPWR First Trust EIP Power Solutions ETF 1.4 96 -55 4.7 +1.9
VTWV Vanguard Russell 2000 Value ETF 1.4 10 31 5.9 +3.1
ECOW Pacer Emerging Markets Cash Cows 100 ETF 1.4 70 -29 11.9 +9.0
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 1.4 60 -19 7.5 +4.6
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 1.4 25 16 5.9 +3.1
VOLT Tema Electrification ETF 1.3 75 -34 3.2 +0.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.3 15 26 3.9 +1.0
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.3 50 -9 5.4 +2.5
SPEU SPDR Portfolio Europe ETF 1.3 7 34 6.3 +3.5
EDOG ALPS Emerging Sector Dividend Dogs ETF 1.3 60 -19 9.8 +6.9
JIVE JPMorgan International Value ETF 1.3 55 -14 9.7 +6.9
IQLT iShares MSCI Intl Quality Factor ETF 1.3 30 11 5.4 +2.5
TAX Cambria Tax Aware ETF 1.3 49 -8 5.0 +2.2
EMIF iShares Emerging Markets Infrastructure ETF 1.3 60 -19 3.1 +0.3
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 16 6.9 +4.0
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.3 35 6 6.3 +3.5
PSC Principal U.S. Small-Cap ETF 1.3 38 3 6.0 +3.1
IJT iShares S&P Small-Cap 600 Growth ETF 1.3 18 23 4.7 +1.8
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 1.3 29 12 4.2 +1.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.3 30 11 16.0 +13.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.3 52 -11 5.6 +2.7
FXU First Trust Utilities AlphaDEX Fund 1.3 64 -23 5.4 +2.5
DIV Global X SuperDividend US ETF 1.3 45 -4 10.9 +8.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.3 35 6 8.5 +5.7
SIXS ETC 6 Meridian Small Cap Equity ETF 1.3 89 -48 8.7 +5.8
VYMI Vanguard International High Dividend Yield ETF 1.2 17 24 8.3 +5.4
SFYX SoFi Next 500 ETF 1.2 0 41 5.0 +2.2
FDWM Fidelity Women's Leadership ETF 1.2 59 -18 4.2 +1.3
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.2 39 2 -1.3 -4.1
TPIF Timothy Plan International ETF 1.2 62 -21 5.4 +2.6
GINN Goldman Sachs Innovate Equity ETF 1.2 52 -11 3.2 +0.3
LVHI Franklin International Low Volatility High Dividend Index ET 1.2 40 1 9.3 +6.4
XJR iShares ESG Screened S&P Small-Cap ETF 1.2 12 29 6.7 +3.9
FNX First Trust Mid Cap Core AlphaDEX Fund 1.2 60 -19 6.0 +3.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.2 15 26 4.7 +1.9
DOL WisdomTree International LargeCap Dividend Fund 1.2 48 -7 6.2 +3.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.1 60 -19 -0.9 -3.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.1 49 -8 3.9 +1.1
EPI WisdomTree India Earnings Fund 1.1 85 -44 4.3 +1.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.1 64 -23 0.9 -2.0
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 1.1 20 21 5.5 +2.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.1 49 -8 6.2 +3.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.1 30 11 5.8 +2.9
DWX SPDR S&P International Dividend ETF 1.1 45 -4 6.8 +4.0
EFA iShares MSCI EAFE ETF 1.1 35 6 5.8 +2.9
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 1.1 44 -3 9.5 +6.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.1 10 31 7.9 +5.0
FIVA Fidelity International Value Factor ETF 1.1 18 23 8.1 +5.2
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.1 30 11 6.1 +3.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.1 39 2 5.8 +3.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 1.1 36 5 5.9 +3.0
HFXI IQ FTSE International Equity Currency Neutral ETF 1.1 20 21 6.0 +3.2
PDP Invesco Dorsey Wright Momentum ETF 1.1 62 -21 1.5 -1.4
EIS iShares MSCI Israel ETF 1.1 58 -17 6.2 +3.3
IJR iShares Core S&P Small Cap ETF 1.0 6 35 6.8 +3.9
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 24 4.8 +2.0
EMMF WisdomTree Emerging Markets Multifactor Fund 1.0 48 -7 6.1 +3.2
AVSC Avantis U.S Small Cap Equity ETF 1.0 25 16 4.7 +1.8
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -35 4.1 +1.2
BIBL Inspire 100 ETF 1.0 35 6 4.4 +1.5
VIDI Vident International Equity Strategy ETF 1.0 61 -20 9.4 +6.5
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.0 65 -24 4.3 +1.4
IEFA iShares Core MSCI EAFE ETF 1.0 7 34 6.1 +3.3
SIXL ETC 6 Meridian Low Beta Equity ETF 1.0 80 -39 5.8 +2.9
GSID Goldman Sachs MarketBeta International Equity ETF 1.0 20 21 5.9 +3.0
CGIE Capital Group International Equity ETF 1.0 54 -13 4.2 +1.4
ROE Astoria US Quality Kings ETF 1.0 49 -8 5.6 +2.7
QQQS Invesco NASDAQ Future Gen 200 ETF 1.0 20 21 -4.7 -7.6
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.0 65 -24 9.9 +7.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 37 5.2 +2.3
CHGX AXS Change Finance ESG ETF 1.0 49 -8 4.4 +1.5
IDLV Invesco S&P International Developed Low Volatility ETF 1.0 25 16 6.2 +3.4
AVSD Avantis Responsible International Equity ETF 1.0 23 18 4.7 +1.8
DWM WisdomTree International Equity Fund 1.0 48 -7 6.4 +3.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.0 10 31 3.6 +0.7
VB Vanguard Small-Cap ETF 0.9 5 36 5.3 +2.4
VIOO Vanguard S&P Small-Cap 600 ETF 0.9 7 34 6.8 +3.9
BKSE BNY Mellon US Small Cap Core Equity ETF 0.9 4 37 5.2 +2.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.9 40 1 6.5 +3.6
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.9 3 38 6.8 +4.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.9 35 6 5.8 +2.9
IDEV iShares Core MSCI International Developed Markets ETF 0.9 4 37 6.1 +3.2
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.9 15 26 4.9 +2.0
IMFL Invesco International Developed Dynamic Multifactor ETF 0.9 34 7 5.1 +2.2
HGRO Hedgeye Quality Growth ETF 0.9 70 -29 2.9 +0.1
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.9 25 16 6.4 +3.5
SCHF Schwab International Equity ETF 0.9 6 35 6.2 +3.4
VAMO Cambria Value & Momentum ETF 0.9 61 -20 5.5 +2.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 26 7.0 +4.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.9 24 17 6.5 +3.6
DEW WisdomTree Global High Dividend Fund 0.9 58 -17 7.7 +4.8
DFSI Dimensional International Sustainability Core 1 ETF 0.9 24 17 5.5 +2.6
STXM Strive Mid-Cap ETF 0.9 18 23 5.5 +2.6
VEA Vanguard FTSE Developed Markets ETF 0.9 3 38 6.2 +3.3
USMF WisdomTree U.S. Multifactor Fund 0.9 28 13 6.4 +3.5
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.9 10 31 3.6 +0.7
FTHF First Trust Emerging Markets Human Flourishing ETF 0.9 75 -34 7.4 +4.6
LDEM iShares ESG MSCI EM Leaders ETF 0.9 17 24 11.4 +8.5
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 12 4.1 +1.3
CWI SPDR MSCI ACWI ex-US ETF 0.9 30 11 6.5 +3.6
SDIV Global X Superdividend ETF 0.9 58 -17 15.7 +12.9
BKIE BNY Mellon International Equity ETF 0.9 4 37 6.1 +3.2
CIL VictoryShares International Volatility Wtd ETF 0.9 45 -4 5.8 +2.9
EWO iShares MSCI Austria ETF 0.9 50 -9 7.9 +5.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.9 39 2 5.3 +2.5
FTC First Trust Large Cap Growth AlphaDEX Fund 0.9 59 -18 1.5 -1.3
ISMD Inspire Small/Mid Cap ETF 0.9 54 -13 4.7 +1.9
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.9 40 1 4.2 +1.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 24 5.3 +2.4
PGJ Invesco Golden Dragon China ETF 0.8 70 -29 12.1 +9.2
ENZL iShares MSCI New Zealand ETF 0.8 50 -9 3.5 +0.6
SPDW SPDR Portfolio Developed World ex-US ETF 0.8 3 38 6.1 +3.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 21 4.8 +1.9
DISV Dimensional International Small Cap Value ETF 0.8 42 -1 8.1 +5.2
DFAI Dimensional International Core Equity Market ETF 0.8 18 23 6.1 +3.2
ISCG iShares Morningstar Small-Cap Growth ETF 0.8 6 35 2.5 -0.4
IJS iShares S&P Small-Cap 600 Value ETF 0.8 18 23 8.8 +5.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.8 34 7 6.5 +3.6
NUEM Nuveen ESG Emerging Markets Equity ETF 0.8 36 5 6.6 +3.8
AVDE Avantis International Equity ETF 0.8 23 18 6.4 +3.5
AVMC Avantis U.S. Mid Cap Equity ETF 0.8 18 23 6.0 +3.1
CGV Conductor Global Equity Value ETF 0.8 130 -89 7.0 +4.1
STXI Strive International Developed Markets ETF 0.8 29 12 5.7 +2.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.8 25 16 7.0 +4.1
CRTC Xtrackers US National Critical Technologies ETF 0.8 35 6 4.1 +1.2
IXUS iShares Core MSCI Total International Stock ETF 0.8 7 34 6.8 +3.9
BKF iShares MSCI BIC ETF 0.8 69 -28 11.7 +8.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.8 4 37 6.9 +4.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 12 7.2 +4.3
IMCG iShares Morningstar Mid-Cap Growth ETF 0.8 6 35 3.6 +0.7
VXUS Vanguard Total International Stock ETF 0.8 5 36 6.8 +4.0
XC WisdomTree Emerging Markets Ex-China Fund 0.8 32 9 5.4 +2.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 17 7.4 +4.5
COLO Global X MSCI Colombia ETF 0.8 62 -21 17.1 +14.2
FIDI Fidelity International High Dividend ETF 0.8 18 23 7.4 +4.6
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.8 41 0 7.1 +4.2
XJH iShares ESG Screened S&P Mid-Cap ETF 0.8 12 29 6.2 +3.3
DSMC Distillate Small/Mid Cash Flow ETF 0.8 55 -14 11.5 +8.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.8 24 17 6.5 +3.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.8 41 0 6.5 +3.6
VLUE iShares MSCI USA Value Factor ETF 0.8 15 26 8.0 +5.1
GVAL Cambria Global Value ETF 0.8 68 -27 9.4 +6.5
VXF Vanguard Extended Market ETF 0.7 5 36 3.9 +1.0
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -11 6.3 +3.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.7 35 6 6.8 +3.9
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.7 80 -39 7.5 +4.7
FPX First Trust US Equity Opportunities ETF 0.7 61 -20 0.8 -2.1
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 16 7.8 +5.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.7 18 23 6.5 +3.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.7 15 26 8.8 +5.9
AVDS Avantis International Small Cap Equity ETF 0.7 30 11 6.0 +3.2
FSZ First Trust Switzerland AlphaDEX Fund 0.7 80 -39 5.6 +2.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.7 25 16 8.3 +5.4
STXK Strive Small-Cap ETF 0.7 18 23 5.4 +2.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.7 45 -4 7.6 +4.7
DFIS Dimensional International Small Cap ETF 0.7 39 2 6.3 +3.4
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 21 6.4 +3.5
FCA First Trust China AlphaDEX Fund 0.7 80 -39 8.7 +5.8
ICAP InfraCap Equity Income Fund ETF 0.7 171 -130 3.8 +1.0
PSCE Invesco S&P SmallCap Energy ETF 0.7 29 12 9.4 +6.5
DFAS Dimensional U.S. Small Cap ETF 0.7 26 15 5.9 +3.0
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.7 30 11 7.6 +4.7
INTF iShares International Equity Factor ETF 0.7 15 26 6.6 +3.7
ISCB iShares Morningstar Small-Cap ETF 0.7 4 37 5.1 +2.3
SCHA Schwab U.S. Small-Cap ETF 0.7 4 37 5.0 +2.1
IJH iShares Core S&P Mid-Cap ETF 0.7 5 36 6.3 +3.4
AIRR First Trust RBA American Industrial Renaissance ETF 0.7 70 -29 4.0 +1.1
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 -1 5.4 +2.6
FIDU Fidelity MSCI Industrial Index ETF 0.7 8 33 3.7 +0.9
VIS Vanguard Industrials ETF 0.7 9 32 3.8 +0.9
AZTD Aztlan Global Stock Selection DM SMID ETF 0.7 75 -34 5.3 +2.4
OPTZ Optimize Strategy Index ETF 0.7 50 -9 4.2 +1.3
DIM WisdomTree International MidCap Dividend Fund 0.7 58 -17 6.5 +3.6
MDY SPDR S&P Midcap 400 ETF Trust 0.6 24 17 6.1 +3.2
YNOT Horizon Digital Frontier ETF 0.6 75 -34 2.5 -0.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 8 33 6.5 +3.7
JHMD John Hancock Multifactor Developed International ETF 0.6 39 2 6.5 +3.7
EES WisdomTree U.S. SmallCap Fund 0.6 38 3 7.7 +4.8
BFOR ALPS Barron's 400 ETF 0.6 65 -24 4.9 +2.1
XSMO Invesco S&P SmallCap Momentum ETF 0.6 39 2 4.0 +1.1
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 0.6 35 6 14.5 +11.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 0.6 75 -34 2.2 -0.7
VPU Vanguard Utilities ETF 0.6 9 32 5.0 +2.1
FUTY Fidelity MSCI Utilities Index ETF 0.6 8 33 5.0 +2.2
SQLV Royce Quant Small-Cap Quality Value ETF 0.6 60 -19 8.5 +5.6
DEM WisdomTree Emerging Markets High Dividend Fund 0.6 63 -22 12.0 +9.1
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.6 12 29 7.2 +4.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -19 4.1 +1.2
IVOO Vanguard S&P Mid-Cap 400 ETF 0.6 7 34 6.3 +3.4
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.6 3 38 6.3 +3.4
ESGE iShares ESG Aware MSCI EM ETF 0.6 25 16 8.5 +5.6
SCHC Schwab International Small-Cap Equity ETF 0.6 11 30 6.8 +4.0
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.6 90 -49 4.5 +1.6
FCPI Fidelity Stocks for Inflation ETF 0.6 15 26 6.9 +4.0
ECNS iShares MSCI China Small-Cap ETF 0.6 59 -18 9.2 +6.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.6 15 26 6.3 +3.5
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.6 80 -39 3.5 +0.6
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.6 40 1 6.1 +3.3
INDA iShares MSCI India ETF 0.6 65 -24 4.0 +1.1
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 21 5.4 +2.5
ARTY iShares Future AI & Tech ETF 0.6 47 -6 2.8 -0.0
AVDV Avantis International Small Cap Value ETF 0.6 36 5 7.8 +5.0
QINT American Century Quality Diversified International ETF 0.6 39 2 6.2 +3.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 34 5.0 +2.2
AFMC First Trust Active Factor Mid Cap ETF 0.6 65 -24 7.1 +4.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.6 25 16 6.2 +3.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 -1 4.7 +1.8
KRMA Global X Conscious Companies ETF 0.6 43 -2 5.2 +2.3
WCEO Hypatia Women CEO ETF 0.6 85 -44 2.9 -0.0
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.6 72 -31 -1.3 -4.1
TTAI FCF International Quality ETF 0.6 59 -18 6.5 +3.6
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 35 7.6 +4.7
GXC SPDR S & P China ETF 0.6 59 -18 14.5 +11.6
RNEM First Trust Emerging Markets Equity Select ETF 0.6 75 -34 7.8 +4.9
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.6 15 26 6.6 +3.7
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.6 42 -1 8.6 +5.8
FDMO Fidelity Momentum Factor ETF 0.6 15 26 3.0 +0.1
IEUS iShares MSCI Europe Small-Cap ETF 0.5 42 -1 6.6 +3.7
DFIC Dimensional International Core Equity 2 ETF 0.5 23 18 6.4 +3.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.5 30 11 6.7 +3.8
FLIN Franklin FTSE India ETF 0.5 19 22 3.6 +0.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 26 6.8 +4.0
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 -1 5.8 +3.0
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.5 53 -12 6.1 +3.2
USMV iShares MSCI USA Min Vol Factor ETF 0.5 15 26 5.0 +2.2
ECON Columbia Emerging Markets Consumer ETF 0.5 49 -8 10.0 +7.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.5 39 2 6.8 +4.0
SMLF iShares U.S. SmallCap Equity Factor ETF 0.5 15 26 5.3 +2.4
VFMO Vanguard U.S. Momentum Factor ETF 0.5 13 28 2.5 -0.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 23 5.0 +2.1
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.5 38 3 7.5 +4.7
KNO AXS Knowledge Leaders ETF 0.5 78 -37 5.1 +2.2
JPIN J.P. Morgan Diversified Return International Equity ETF 0.5 37 4 7.3 +4.4
JSTC Adasina Social Justice All Cap Global ETF 0.5 89 -48 4.2 +1.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 16 6.8 +3.9
DFAE Dimensional Emerging Core Equity Market ETF 0.5 35 6 7.4 +4.6
GVLU Gotham 1000 Value ETF 0.5 50 -9 8.3 +5.4
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.5 80 -39 12.9 +10.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 21 4.8 +1.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 2 8.6 +5.7
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.5 15 26 8.4 +5.6
DFNV Donoghue Forlines Innovation ETF 0.5 69 -28 3.7 +0.8
EWJV iShares MSCI Japan Value ETF 0.5 15 26 7.6 +4.7
BOUT Innovator IBD Breakout Opportunities ETF 0.5 81 -40 4.7 +1.8
JIRE JPMorgan International Research Enhanced Equity ETF 0.5 24 17 6.3 +3.4
DIVI Franklin International Core Dividend Tilt Index ETF 0.5 9 32 7.0 +4.1
JHEM John Hancock Multifactor Emerging Markets ETF 0.5 49 -8 8.2 +5.4
DTAN Sparkline International Intangible Value ETF 0.5 55 -14 7.3 +4.5
FLCH Franklin FTSE China ETF 0.5 19 22 14.1 +11.2
GLBL Pacer MSCI World Industry Advantage ETF 0.4 65 -24 3.5 +0.6
DXUV Dimensional US Vector Equity ETF 0.4 28 13 5.3 +2.4
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -39 9.6 +6.8
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.4 24 17 6.4 +3.5
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.4 45 -4 8.4 +5.6
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.4 32 9 5.3 +2.4
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.4 70 -29 6.9 +4.0
EFG iShares MSCI EAFE Growth ETF 0.4 36 5 3.7 +0.8
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.4 30 11 8.1 +5.2
VWO Vanguard FTSE Emerging Markets ETF 0.4 7 34 9.1 +6.2
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.4 36 5 8.0 +5.1
PPIE Putnam PanAgora ESG International Equity ETF 0.4 49 -8 6.9 +4.0
XCNY SPDR S&P Emerging Markets ex-China ETF 0.4 15 26 6.3 +3.4
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 11 5.1 +2.3
EPP iShares MSCI Pacific ex-Japan ETF 0.4 47 -6 4.9 +2.1
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 1 6.3 +3.4
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -34 6.6 +3.7
AVMV Avantis U.S. Mid Cap Value ETF 0.4 20 21 7.6 +4.7
AVES Avantis Emerging Markets Value ETF 0.4 36 5 9.6 +6.7
FSMD Fidelity Small-Mid Multifactor ETF 0.4 15 26 6.1 +3.3
IVLU iShares MSCI Intl Value Factor ETF 0.4 30 11 8.8 +5.9
SCHM Schwab U.S. Mid-Cap ETF 0.4 4 37 6.1 +3.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.4 55 -14 3.5 +0.6
DFSV Dimensional US Small Cap Value ETF 0.4 31 10 9.3 +6.4
EMXC iShares MSCI Emerging Markets ex China ETF 0.4 25 16 5.8 +3.0
PXH Invesco FTSE RAFI Emerging Markets ETF 0.4 49 -8 13.6 +10.8
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 29 5.0 +2.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.4 65 -24 7.2 +4.3
DXIV Dimensional International Vector Equity ETF 0.4 34 7 6.7 +3.8
GWX SPDR S&P International Small Cap ETF 0.4 40 1 6.0 +3.1
DON WisdomTree U.S. MidCap Dividend Fund 0.4 38 3 8.2 +5.4
BKEM BNY Mellon Emerging Markets Equity ETF 0.4 11 30 8.0 +5.1
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.4 59 -18 7.6 +4.7
EMGF iShares Emerging Markets Equity Factor ETF 0.4 25 16 9.5 +6.6
IEMG iShares Core MSCI Emerging Markets ETF 0.4 9 32 8.5 +5.6
EEM iShares MSCI Emerging Markets ETF 0.4 69 -28 8.1 +5.2
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 37 5.5 +2.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 32 5.4 +2.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.4 66 -25 7.7 +4.8
INEQ Columbia International Equity Income ETF 0.4 45 -4 7.5 +4.7
EWL iShares MSCI Switzerland ETF 0.4 50 -9 5.1 +2.3
EMXF iShares ESG Advanced MSCI EM ETF 0.4 16 25 7.1 +4.3
VOT Vanguard Mid-Cap Growth ETF 0.4 7 34 2.9 +0.1
VT Vanguard Total World Stock ETF 0.4 6 35 5.1 +2.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.4 60 -19 5.0 +2.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.4 58 -17 5.0 +2.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.4 9 32 3.5 +0.7
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.4 29 12 6.9 +4.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.4 52 -11 5.0 +2.1
IWC iShares Micro-Cap ETF 0.3 60 -19 -1.3 -4.2
MCHI iShares MSCI China ETF 0.3 59 -18 15.3 +12.4
URTH iShares MSCI World ETF 0.3 24 17 4.4 +1.5
TOK iShares MSCI Kokusai ETF 0.3 26 15 4.3 +1.4
BUZZ VanEck Social Sentiment ETF 0.3 75 -34 -0.8 -3.6
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 -9 9.3 +6.5
AVIV Avantis International Large Cap Value ETF 0.3 25 16 7.5 +4.6
JADE JPMorgan Active Developing Markets Equity ETF 0.3 65 -24 6.5 +3.7
PTL Inspire 500 ETF 0.3 9 32 4.7 +1.9
KOKU Xtrackers MSCI Kokusai Equity ETF 0.3 9 32 4.5 +1.6
SIZE iShares MSCI USA Size Factor ETF 0.3 15 26 5.5 +2.6
VSGX Vanguard ESG International Stock ETF 0.3 10 31 6.7 +3.8
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.3 40 1 12.8 +9.9
ACWI iShares MSCI ACWI ETF 0.3 32 9 4.7 +1.8
EUSA iShares MSCI USA Equal Weighted ETF 0.3 9 32 5.5 +2.6
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 33 3.2 +0.3
GMF SPDR S&P Emerging Asia Pacific ETF 0.3 49 -8 8.4 +5.5
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.3 39 2 14.5 +11.6
EIPX FT Energy Income Partners Strategy ETF 0.3 95 -54 7.5 +4.6
VGT Vanguard Information Technology ETF 0.3 9 32 3.2 +0.3
AVSE Avantis Responsible Emerging Markets Equity ETF 0.3 33 8 7.0 +4.1
SCHE Schwab Emerging Markets Equity ETF 0.3 11 30 9.5 +6.6
IWS iShares Russell Mid-Cap Value ETF 0.3 23 18 6.3 +3.4
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 23 7.7 +4.8
EXI iShares Global Industrials ETF 0.3 42 -1 3.7 +0.8
SPEM SPDR Portfolio Emerging Markets ETF 0.3 7 34 9.3 +6.4
FEX First Trust Large Cap Core AlphaDEX Fund 0.3 59 -18 5.0 +2.2
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 26 6.6 +3.8
EZM WisdomTree U.S. MidCap Fund 0.3 38 3 7.6 +4.8
KLMT Invesco MSCI Global Climate 500 ETF 0.3 10 31 4.9 +2.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 32 4.9 +2.0
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -30 -1.3 -4.2
PXI Invesco Dorsey Wright Energy Momentum ETF 0.3 60 -19 6.3 +3.5
FFOX FundX Future Fund Opportunities ETF 0.3 100 -59 2.7 -0.2
WDNA WisdomTree BioRevolution Fund 0.3 45 -4 -2.0 -4.9
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.3 65 -24 4.2 +1.3
SMIN iShares MSCI India Small Cap ETF 0.3 79 -38 3.3 +0.4
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.3 32 9 7.0 +4.1
KSTR KraneShares SSE STAR Market 50 Index ETF 0.3 89 -48 0.7 -2.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.3 20 21 5.8 +2.9
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.3 15 26 7.7 +4.8
TUR iShares MSCI Turkey ETF 0.3 58 -17 12.2 +9.3
AVEM Avantis Emerging Markets Equity ETF 0.3 33 8 7.3 +4.4
IWR iShares Russell Midcap ETF 0.3 19 22 5.4 +2.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -6 8.4 +5.5
DFUV Dimensional US Marketwide Value ETF 0.3 22 19 6.4 +3.6
DFAC Dimensional U.S. Core Equity 2 ETF 0.3 17 24 4.7 +1.8
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 22 7.4 +4.5
VBR Vanguard Small Cap Value ETF 0.3 7 34 8.0 +5.1
JPXN iShares JPX-Nikkei 400 ETF 0.3 48 -7 5.8 +3.0
ITAN Sparkline Intangible Value ETF 0.3 50 -9 5.5 +2.7
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.3 33 8 6.9 +4.0
WOMN Impact Shares YWCA Women's Empowerment ETF 0.3 75 -34 4.8 +1.9
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.3 25 16 5.7 +2.9
EEMA iShares MSCI Emerging Markets Asia ETF 0.3 49 -8 7.9 +5.0
BBJP JPMorgan BetaBuilders Japan ETF 0.3 19 22 5.9 +3.0
DFLV Dimensional US Large Cap Value ETF 0.2 22 19 6.5 +3.6
GLOF iShares Global Equity Factor ETF 0.2 20 21 5.9 +3.0
VPL Vanguard FTSE Pacific ETF 0.2 7 34 5.8 +3.0
XLK The Technology Select Sector SPDR Fund 0.2 8 33 3.5 +0.6
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 6 5.3 +2.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 1 5.2 +2.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 -1 5.6 +2.7
PIN Invesco India ETF 0.2 78 -37 4.5 +1.7
EWJ iShares MSCI Japan ETF 0.2 50 -9 5.3 +2.4
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 26 5.0 +2.1
IPAC iShares Core MSCI Pacific ETF 0.2 9 32 5.7 +2.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.2 18 23 2.9 0.0
AVUS Avantis U.S. Equity ETF 0.2 15 26 4.9 +2.1
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 21 5.9 +3.1
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 -6 5.1 +2.2
IGM iShares Expanded Tech Sector ETF 0.2 41 0 2.9 0.0
GEW Cambria Global EW ETF 0.2 29 12 5.3 +2.5
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -29 7.2 +4.3
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 13 8.9 +6.1
USXF iShares ESG Advanced MSCI USA ETF 0.2 10 31 3.9 +1.1
FLJP Franklin FTSE Japan ETF 0.2 9 32 5.6 +2.7
FLSW Franklin FTSE Switzerland ETF 0.2 9 32 5.5 +2.6
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.2 19 22 5.1 +2.3
DCOR Dimensional US Core Equity 1 ETF 0.2 14 27 4.6 +1.8
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 26 2.6 -0.2
DEUS Xtrackers Russell US Multifactor ETF 0.2 17 24 6.0 +3.2
SSPY Syntax Stratified LargeCap ETF 0.2 30 11 6.0 +3.1
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 32 5.6 +2.7
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -18 2.2 -0.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 2 8.3 +5.4
FMDE Fidelity Enhanced Mid Cap ETF 0.2 23 18 5.1 +2.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 20 3.1 +0.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.2 10 31 5.0 +2.1
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 -8 4.0 +1.1
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 29 6.9 +4.0
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 0.2 88 -47 7.5 +4.6
XOEF iShares S&P 500 ex S&P 100 ETF 0.2 20 21 4.8 +2.0
IDU iShares U.S. Utilities ETF 0.2 40 1 4.5 +1.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.2 15 26 5.0 +2.1
FNK First Trust Mid Cap Value AlphaDEX Fund 0.2 70 -29 9.4 +6.6
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 37 5.9 +3.0
DFSU Dimensional US Sustainability Core 1 ETF 0.2 18 23 4.5 +1.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 22 4.8 +1.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.2 25 16 5.4 +2.6
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 16 8.7 +5.8
ILCG iShares Morningstar Growth ETF 0.2 4 37 3.0 +0.1
DFEV Dimensional Emerging Markets Value ETF 0.2 43 -2 10.6 +7.7
DFIV Dimensional International Value ETF 0.2 27 14 8.2 +5.3
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 18 7.5 +4.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.2 25 16 4.7 +1.8
ROAM Hartford Multifactor Emerging Markets ETF 0.2 44 -3 10.4 +7.6
FLKR Franklin FTSE South Korea ETF 0.2 9 32 5.8 +2.9
TTAC FCF US Quality ETF 0.2 59 -18 4.9 +2.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -39 6.9 +4.0
SCHY Schwab International Dividend Equity ETF 0.2 14 27 8.8 +5.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.2 12 29 6.5 +3.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.2 14 27 4.2 +1.3
HDUS Hartford Disciplined US Equity ETF 0.2 19 22 5.0 +2.1
VO Vanguard Mid-Cap ETF 0.1 4 37 5.3 +2.4
CNXT VanEck ChiNext ETF 0.1 65 -24 2.9 +0.0
VDE Vanguard Energy ETF 0.1 9 32 8.5 +5.6
VEGN US Vegan Climate ETF 0.1 60 -19 3.8 +0.9
IXN iShares Global Tech ETF 0.1 41 0 2.8 -0.0
STXE Strive Emerging Markets Ex-China ETF 0.1 32 9 6.2 +3.3
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 18 2.6 -0.3
DFAU Dimensional US Core Equity Market ETF 0.1 12 29 4.3 +1.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 38 4.2 +1.3
THD iShares MSCI Thailand ETF 0.1 58 -17 0.0 -2.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.1 18 23 7.0 +4.2
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 8 8.1 +5.3
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.1 32 9 11.2 +8.3
TCHI iShares MSCI China Multisector Tech ETF 0.1 59 -18 14.9 +12.1
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 32 4.1 +1.2
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 37 3.3 +0.5
IWV iShares Russell 3000 ETF 0.1 20 21 4.0 +1.2
STXG Strive 1000 Growth ETF 0.1 18 23 3.1 +0.2
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 16 3.3 +0.4
XCEM Columbia EM Core ex-China ETF 0.1 16 25 6.5 +3.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.1 49 -8 9.8 +6.9
EPS WisdomTree U.S. LargeCap Fund 0.1 8 33 4.9 +2.1
DFUS Dimensional U.S. Equity ETF 0.1 9 32 4.1 +1.2
VTI Vanguard Total Stock Market ETF 0.1 3 38 4.2 +1.3
VTHR Vanguard Russell 3000 ETF 0.1 7 34 4.2 +1.3
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 28 5.3 +2.4
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 29 5.7 +2.9
DIHP Dimensional International High Profitability ETF 0.1 29 12 5.8 +3.0
SCHB Schwab U.S. Broad Market ETF 0.1 3 38 4.3 +1.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 26 4.2 +1.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 30 4.2 +1.3
DSI iShares MSCI KLD 400 Social ETF 0.1 25 16 4.1 +1.2
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 0 5.2 +2.4
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 6 4.5 +1.6
DFVX Dimensional US Large Cap Vector ETF 0.1 22 19 5.3 +2.4
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 26 4.1 +1.3
EEMO Invesco S&P Emerging Markets Momentum ETF 0.1 29 12 7.0 +4.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -20 5.1 +2.2
EBI Longview Advantage ETF 0.1 35 6 5.8 +2.9
IDHQ Invesco S&P International Developed High Quality ETF 0.1 29 12 5.4 +2.5
IWD iShares Russell 1000 Value ETF 0.1 19 22 5.6 +2.7
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 23 5.6 +2.7
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.1 35 6 11.8 +9.0
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 -17 8.6 +5.8
JHML John Hancock Multifactor Large Cap ETF 0.1 29 12 4.6 +1.8
AVUQ Avantis U.S. Quality ETF 0.1 15 26 3.5 +0.6
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -9 3.9 +1.0
VONV Vanguard Russell 1000 Value ETF 0.1 7 34 5.7 +2.9
SMMD iShares Russell 2500 ETF 0.1 15 26 5.8 +3.0
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.1 12 29 3.4 +0.5
IVW iShares S&P 500 Growth ETF 0.1 18 23 3.1 +0.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 21 9.2 +6.3
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 38 4.4 +1.5
SFY SoFi Select 500 ETF 0.1 0 41 3.8 +0.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.1 9 32 4.6 +1.7
SCHK Schwab 1000 Index ETF 0.1 5 36 4.3 +1.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 12 5.6 +2.7
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.1 4 37 3.3 +0.4
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 31 4.1 +1.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -4 3.6 +0.7
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 38 4.1 +1.3
VUG Vanguard Growth ETF 0.1 4 37 3.3 +0.4
EWC iShares MSCI Canada ETF 0.1 50 -9 5.2 +2.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 39 4.3 +1.4
TOV JLens 500 Jewish Advocacy U.S. ETF 0.1 18 23 4.0 +1.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 22 5.4 +2.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 31 4.2 +1.3
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 13 3.3 +0.4
FENY Fidelity MSCI Energy Index ETF 0.1 8 33 8.6 +5.7
IYY iShares Dow Jones U.S. ETF 0.1 20 21 4.1 +1.2
SCHX Schwab U.S. Large-Cap ETF 0.1 3 38 4.3 +1.4
STXV Strive 1000 Value ETF 0.1 18 23 7.2 +4.3
VOTE TCW Transform 500 ETF 0.1 5 36 4.2 +1.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -34 3.3 +0.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.1 10 31 4.8 +2.0
THRO iShares U.S. Thematic Rotation Active ETF 0.1 90 -49 3.0 +0.2
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 5 2.8 -0.1
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 2 5.9 +3.1
TOPC iShares S&P 500 3% Capped ETF 0.1 15 26 4.4 +1.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 21 4.3 +1.5
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 32 4.1 +1.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 16 6.4 +3.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 21 4.5 +1.7
CQQQ Invesco China Technology ETF 0.1 70 -29 12.4 +9.5
IWB iShares Russell 1000 ETF 0.1 15 26 4.1 +1.3
XVV iShares ESG Screened S&P 500 ETF 0.1 8 33 4.1 +1.2
PICK iShares MSCI Global Metals & Mining Producers ETF 0.1 39 2 8.8 +6.0
VONE Vanguard Russell 1000 ETF 0.1 7 34 4.2 +1.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -26 8.8 +6.0
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 23 4.4 +1.6
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 12 4.0 +1.1
CHRI Global X S&P 500 Christian Values ETF 0.1 29 12 3.9 +1.1
APUE ActivePassive U.S. Equity ETF 0.1 45 -4 3.9 +1.0
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 41 4.2 +1.4
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 32 4.1 +1.2
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 32 4.0 +1.2
IVV iShares Core S&P 500 ETF 0.1 3 38 4.2 +1.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0 20 21 4.0 +1.1
VOOV Vanguard S&P 500 Value ETF 0.0 7 34 5.5 +2.7
SPY SPDR S&P 500 ETF 0.0 9 32 4.2 +1.3
SPYM State Street SPDR Portfolio S&P 500 ETF 0.0 2 39 4.3 +1.4
VOO Vanguard S&P 500 ETF 0.0 3 38 4.2 +1.4
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 -1 3.9 +1.1
VOOG Vanguard S&P 500 Growth ETF 0.0 7 34 3.3 +0.4
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 30 4.4 +1.5
RVRB Reverb ETF 0.0 30 11 3.9 +1.1
STRV Strive 500 ETF 0.0 5 36 4.1 +1.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.0 20 21 7.3 +4.4
EMLP First Trust North American Energy Infrastructure Fund 0.0 95 -54 5.7 +2.9
PBUS Invesco MSCI USA ETF 0.0 4 37 4.2 +1.3
MODL VictoryShares WestEnd U.S. Sector ETF 0.0 42 -1 3.9 +1.1
IUS Invesco RAFI Strategic US ETF 0.0 19 22 6.0 +3.1
PKW Invesco Buyback Achievers ETF 0.0 62 -21 7.0 +4.1
GXLC Global X U.S. 500 ETF 0.0 2 39 4.1 +1.3
VFMV Vanguard U.S. Minimum Volatility ETF 0.0 13 28 5.3 +2.4
REVS Columbia Research Enhanced Value ETF 0.0 19 22 6.9 +4.1
AVIE Avantis  Inflation Focused Equity ETF 0.0 25 16 6.4 +3.5
RWL Invesco S&P 500 Revenue ETF 0.0 39 2 5.9 +3.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.0 25 16 6.4 +3.5
VV Vanguard Large-Cap ETF 0.0 4 37 4.1 +1.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.0 25 16 4.1 +1.3
VFVA Vanguard U.S. Value Factor ETF 0.0 13 28 9.4 +6.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 29 3.6 +0.7
RECS Columbia Research Enhanced Core ETF 0.0 15 26 5.0 +2.1
IUSV iShares Core S&P US Value ETF 0.0 4 37 5.7 +2.8
GSPY Gotham Enhanced 500 ETF 0.0 50 -9 4.4 +1.5
IWF iShares Russell 1000 Growth ETF 0.0 19 22 3.2 +0.3
DIVB iShares Core Dividend ETF 0.0 5 36 7.3 +4.4
VONG Vanguard Russell 1000 Growth ETF 0.0 7 34 3.4 +0.6
VYM Vanguard High Dividend Yield Index ETF 0.0 6 35 6.3 +3.4
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 -8 4.7 +1.8
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 13 5.6 +2.7
TRUT VanEck Technology TruSector ETF 0.0 13 28 3.6 +0.8

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 Global Clean Energy 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 5.6 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 41 bp
Equals: ALTAR Score 2.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.64 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.