iShares Global Clean Energy ETF
ALTAR
Score™		 5.0% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 18.8x P/Sales
ratio		 1.4x
P/BV
ratio		 1.6x Div.
yield		 1.8%


  • 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) $1,631
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) $19,909
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 9.2 %
BLOOM ENERGY CORPORATION CLASS A 6.0 %
VESTAS WIND SYSTEMS A/S 5.9 %
IBERDROLA SA 5.7 %
SSE PLC 5.0 %
EDP-ENERGIAS DE PORTUGAL SA 4.2 %
NEXTRACKER, INC. CLASS A 4.2 %
CHUBU ELECTRIC POWER CO INC 3.5 %
CHINA YANGTZE POWER CO LTD-A 3.4 %
EQUATORIAL ENERGIA SA - ORD 3.1 %
Total 50.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 29.1 %
BRAZIL 10.7 %
CHINA 8.5 %
SPAIN 8.0 %
DENMARK 7.8 %
BRITAIN 5.0 %
INDIA 4.3 %
PORTUGAL 4.2 %
JAPAN 3.6 %
CANADA 3.2 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
27.8% 2.8% -2.2% 6.2% -5.4%

Market Correlations
versus... Beta R-squared
S&P500 1.05 39%
MSCI EAFE 1.05 45%
MSCI Emg. Mkts. 1.01 44%

Technical Indicators
Recent close $15.06
30d moving avg. $14.16
Annualized volatility 25.6%
Short interest (ETF) 5.0%
Relative strength (RSI) 60

Liquidity measures
Avg. volume (thou.) 3,590
Turnover 3.3%
Bid/Ask (% of price) 0.07%
ADV underlying (mns) $6,204

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 689 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™: 5.0%


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 53.3 59 -18 4.7 -0.2
FRNW Fidelity Clean Energy ETF 49.0 39 2 3.1 -1.9
CTEC Global X CleanTech ETF 31.3 50 -9 -0.1 -5.1
SMOG VanEck Low Carbon Energy ETF 28.4 61 -20 1.7 -3.3
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 27.0 58 -17 -2.2 -7.2
TAN Invesco Solar ETF 22.6 67 -26 6.6 +1.7
ACES ALPS Clean Energy ETF 20.5 55 -14 -3.5 -8.4
FAN First Trust Global Wind Energy ETF 19.6 60 -19 4.6 -0.4
CNRG SPDR S&P Kensho Clean Power ETF 19.3 45 -4 0.9 -4.0
PBD Invesco Global Clean Energy ETF 18.3 75 -34 -0.3 -5.3
RNRG Global X Renewable Energy Producers ETF 18.2 66 -25 1.4 -3.6
ERTH Invesco MSCI Sustainable Future ETF 17.6 62 -21 3.6 -1.4
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 17.5 79 -38 4.9 -0.1
OCEN IQ Clean Oceans ETF 17.3 45 -4 6.0 +1.1
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 16.3 75 -34 7.8 +2.8
PBW Invesco WilderHill Clean Energy ETF 14.9 66 -25 -3.5 -8.5
ETEC iShares Breakthrough Environmental Solutions ETF 13.0 47 -6 3.2 -1.8
BLLD JPMorgan Sustainable Infrastructure ETF 12.0 49 -8 6.1 +1.2
GSFP Goldman Sachs Future Planet Equity ETF 11.4 75 -34 4.8 -0.1
CLNR IQ Cleaner Transport ETF 11.1 45 -4 6.6 +1.7
SDG iShares MSCI Global Sustainable Development Goals ETF 11.0 49 -8 5.7 +0.8
TEMP JPMorgan Climate Change Solutions ETF 10.4 49 -8 5.8 +0.9
IBAT iShares Energy Storage & Materials ETF 10.1 47 -6 3.5 -1.5
JXI iShares Global Utilities ETF 9.3 43 -2 5.9 +0.9
EWZ iShares MSCI Brazil ETF 8.1 58 -17 12.6 +7.6
KGRN KraneShares MSCI China Clean Technology Index ETF 7.2 79 -38 0.3 -4.7
FLBR Franklin FTSE Brazil ETF 7.1 19 22 13.9 +8.9
HYDR Global X Hydrogen ETF 7.0 50 -9 -3.5 -8.4
FLN First Trust Latin America AlphaDEX Fund 6.8 80 -39 10.0 +5.0
WBAT WisdomTree Battery Value Chain and Innovation Fund 6.5 45 -4 4.0 -1.0
SIMS SPDR S&P Kensho Intelligent Structures ETF 6.5 45 -4 5.2 +0.2
CCNR ALPS CoreCommodity Natural Resources ETF 6.2 39 2 10.7 +5.7
CCSO Carbon Collective Climate Solutions US Equity ETF 6.2 35 6 1.0 -4.0
HAP VanEck Natural Resources ETF 6.0 50 -9 9.3 +4.3
XT iShares Exponential Technologies ETF 5.8 46 -5 4.8 -0.1
EDEN iShares MSCI Denmark ETF 5.8 53 -12 6.9 +1.9
EWP iShares MSCI Spain ETF 5.7 50 -9 7.0 +2.1
INEQ Columbia International Equity Income ETF 5.4 45 -4 8.0 +3.0
FLLA Franklin FTSE Latin America ETF 5.2 19 22 12.4 +7.4
DTEC ALPS Disruptive Technologies ETF 4.9 50 -9 3.9 -1.1
OBOR KraneShares MSCI One Belt One Road Index ETF 4.3 79 -38 8.8 +3.8
IPO Renaissance IPO ETF 4.2 60 -19 3.3 -1.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 4.0 58 -17 4.6 -0.4
EELV Invesco S&P Emerging Markets Low Volatility ETF 3.8 29 12 9.1 +4.1
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 3.8 9 32 9.2 +4.2
FXN First Trust Energy AlphaDEX Fund 3.7 62 -21 13.9 +8.9
ITEQ BlueStar Israel Technology ETF 3.7 75 -34 1.6 -3.3
MADE iShares U.S. Manufacturing ETF 3.5 40 1 5.2 +0.2
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 3.4 55 -14 6.9 +1.9
AGQI First Trust Active Global Quality Income ETF 3.3 85 -44 4.8 -0.2
IGF iShares Global Infrastructure ETF 3.3 41 0 4.7 -0.3
GII SPDR S&P Global Infrastructure ETF 3.3 40 1 4.7 -0.3
OEUR ALPS O'Shares Europe Quality Dividend ETF 3.2 48 -7 6.1 +1.1
LIVR Intelligent Livermore ETF 3.2 69 -28 5.2 +0.3
SFLO VictoryShares Small Cap Free Cash Flow ETF 3.2 49 -8 11.2 +6.2
WWJD Inspire International ETF 3.2 80 -39 7.2 +2.3
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 3.1 59 -18 4.2 -0.7
ZAP Global X U.S. Electrification ETF 3.0 50 -9 4.1 -0.9
FDRV Fidelity Electric Vehicles and Future Transportation ETF 3.0 39 2 -0.9 -5.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.0 47 -6 5.8 +0.8
IGRO iShares International Dividend Growth ETF 3.0 15 26 7.2 +2.3
KOMP SPDR S&P Kensho New Economies Composite ETF 2.9 20 21 2.4 -2.6
DVYE iShares Emerging Markets Dividend ETF 2.9 49 -8 18.4 +13.5
XSD SPDR S&P Semiconductor ETF 2.9 35 6 3.7 -1.3
DRIV Global X Autonomous & Electric Vehicles ETF 2.8 68 -27 4.8 -0.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 2.8 40 1 5.5 +0.5
BATT Amplify Lithium & Battery Technology ETF 2.6 59 -18 3.3 -1.7
FID First Trust S&P International Dividend Aristocrats ETF 2.6 60 -19 7.8 +2.8
OSEA Harbor International Compounders ETF 2.6 55 -14 4.9 -0.1
ISRA VanEck Israel ETF 2.5 59 -18 7.4 +2.4
BRAZ Global X Brazil Active ETF 2.4 75 -34 12.2 +7.2
VOLT Tema Electrification ETF 2.4 75 -34 2.8 -2.2
FEZ SPDR EURO STOXX 50 ETF 2.4 29 12 7.2 +2.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.4 70 -29 2.8 -2.2
TRFM AAM Transformers ETF 2.4 49 -8 1.3 -3.7
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 2.4 65 -24 6.8 +1.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 2.3 20 21 6.4 +1.4
EUDV ProShares MSCI Europe Dividend Growers ETF 2.3 55 -14 6.3 +1.3
GLIN VanEck India Growth Leaders ETF 2.3 77 -36 6.7 +1.7
SDEM Global X MSCI SuperDividend Emerging Markets ETF 2.3 67 -26 13.5 +8.5
NUDM Nuveen ESG International Developed Markets Equity ETF 2.3 31 10 6.2 +1.2
ETHO Etho Climate Leadership U.S. ETF 2.3 47 -6 5.3 +0.3
DTH WisdomTree International High Dividend Fund 2.2 58 -17 8.4 +3.4
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 2.2 44 -3 10.4 +5.4
EFAV iShares MSCI EAFE Min Vol Factor ETF 2.2 22 19 5.7 +0.8
UEVM VictoryShares Emerging Markets Value Momentum ETF 2.2 45 -4 10.5 +5.6
WDIV SPDR S&P Global Dividend ETF 2.1 40 1 9.2 +4.2
GVAL Cambria Global Value ETF 2.1 68 -27 10.3 +5.3
BLES Inspire Global Hope ETF 2.1 61 -20 6.8 +1.8
EZU iShares MSCI Eurozone ETF 2.1 52 -11 6.7 +1.8
EFAS Global X MSCI SuperDividend EAFE ETF 2.1 57 -16 8.2 +3.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 2.1 45 -4 7.0 +2.0
CNYA iShares MSCI China A ETF 2.1 60 -19 6.1 +1.2
NUMV Nuveen ESG Mid-Cap Value ETF 2.1 31 10 7.0 +2.0
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 2.0 55 -14 5.8 +0.8
ILF iShares Latin America 40 ETF 2.0 48 -7 12.3 +7.3
FEM First Trust Emerging Markets AlphaDEX Fund 2.0 80 -39 10.9 +5.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.0 30 11 6.5 +1.6
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.9 32 9 6.0 +1.0
IQRA IQ CBRE Real Assets ETF 1.9 65 -24 5.7 +0.7
JCHI JPMorgan Active China ETF 1.8 65 -24 14.4 +9.4
CGDG Capital Group Dividend Growers ETF 1.8 47 -6 6.2 +1.2
ECOW Pacer Emerging Markets Cash Cows 100 ETF 1.8 70 -29 13.0 +8.0
DOL WisdomTree International LargeCap Dividend Fund 1.8 48 -7 7.2 +2.2
JIRE JPMorgan International Research Enhanced Equity ETF 1.8 24 17 7.2 +2.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.8 55 -14 4.3 -0.7
BKSE BNY Mellon US Small Cap Core Equity ETF 1.7 4 37 5.9 +0.9
GINN Goldman Sachs Innovate Equity ETF 1.7 52 -11 3.6 -1.4
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.7 14 27 6.1 +1.2
ESGD iShares ESG Aware MSCI EAFE ETF 1.7 20 21 6.7 +1.7
ECNS iShares MSCI China Small-Cap ETF 1.6 59 -18 7.7 +2.7
IQSI IQ Candriam International Equity ETF 1.6 15 26 6.6 +1.6
EFV iShares MSCI EAFE Value ETF 1.6 34 7 9.0 +4.1
VBK Vanguard Small-Cap Growth ETF 1.6 7 34 1.9 -3.1
IMTM iShares MSCI Intl Momentum Factor ETF 1.6 30 11 5.4 +0.4
DBEU Xtrackers MSCI Europe Hedged Equity ETF 1.6 46 -5 6.7 +1.8
OPTZ Optimize Strategy Index ETF 1.6 50 -9 4.6 -0.4
FENI Fidelity Enhanced International ETF 1.6 28 13 6.5 +1.5
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 1.6 88 -47 8.5 +3.5
VTWG Vanguard Russell 2000 Growth ETF 1.5 10 31 1.4 -3.6
IWO iShares Russell 2000 Growth ETF 1.5 24 17 1.3 -3.7
FLEE Franklin FTSE Europe ETF 1.5 9 32 7.3 +2.3
BBEU JPMorgan BetaBuilders Europe ETF 1.5 9 32 7.2 +2.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.5 20 21 4.5 -0.5
LVHI Franklin International Low Volatility High Dividend Index ET 1.5 40 1 10.5 +5.5
NUSC Nuveen ESG Small-Cap ETF 1.5 31 10 5.3 +0.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.5 39 2 6.6 +1.6
HAIL SPDR S&P Kensho Smart Mobility ETF 1.5 45 -4 0.3 -4.6
IEV iShares Europe ETF 1.5 67 -26 6.9 +1.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.5 9 32 4.2 -0.8
VGK Vanguard FTSE Europe ETF 1.5 6 35 7.5 +2.5
IYE iShares U.S. Energy ETF 1.5 40 1 8.9 +3.9
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.5 80 -39 5.9 +0.9
UIVM VictoryShares International Value Momentum ETF 1.5 35 6 8.9 +3.9
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.4 12 29 5.9 +1.0
VYMI Vanguard International High Dividend Yield ETF 1.4 17 24 9.5 +4.5
CALF Pacer US Small Cap Cash Cows 100 ETF 1.4 59 -18 10.7 +5.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.4 65 -24 7.8 +2.9
IEUR iShares Core MSCI Europe ETF 1.4 11 30 7.4 +2.4
DWM WisdomTree International Equity Fund 1.4 48 -7 7.3 +2.3
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 1.4 25 16 6.5 +1.5
COLO Global X MSCI Colombia ETF 1.4 62 -21 16.5 +11.5
ENZL iShares MSCI New Zealand ETF 1.4 50 -9 3.7 -1.3
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.4 40 1 7.4 +2.4
SPGP Invesco S&P 500 GARP ETF 1.4 34 7 6.5 +1.5
EPI WisdomTree India Earnings Fund 1.4 85 -44 5.2 +0.2
IQLT iShares MSCI Intl Quality Factor ETF 1.4 30 11 6.2 +1.3
FJP First Trust Japan AlphaDEX Fund 1.4 80 -39 8.7 +3.7
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 1.4 80 -39 13.5 +8.5
RCGE RockCreek Global Equality ETF 1.4 95 -54 6.6 +1.7
FNX First Trust Mid Cap Core AlphaDEX Fund 1.4 60 -19 7.3 +2.3
IWM iShares Russell 2000 ETF 1.4 19 22 4.3 -0.7
VTWO Vanguard Russell 2000 ETF 1.3 7 34 4.3 -0.7
TPIF Timothy Plan International ETF 1.3 62 -21 6.2 +1.2
PSC Principal U.S. Small-Cap ETF 1.3 38 3 6.8 +1.8
XMHQ Invesco S&P MidCap Quality ETF 1.3 25 16 6.5 +1.6
SPEU SPDR Portfolio Europe ETF 1.3 7 34 7.4 +2.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.3 35 6 10.0 +5.0
EMMF WisdomTree Emerging Markets Multifactor Fund 1.3 48 -7 7.3 +2.3
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.3 50 -9 5.9 +1.0
RSSL Global X Russell 2000 ETF 1.3 8 33 4.3 -0.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.3 95 -54 0.5 -4.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 29 5.1 +0.1
FGM First Trust Germany AlphaDEX Fund 1.3 80 -39 6.3 +1.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.3 49 -8 4.6 -0.4
IJS iShares S&P Small-Cap 600 Value ETF 1.2 18 23 9.7 +4.7
TMFX Motley Fool Next Index ETF 1.2 50 -9 2.6 -2.4
ROE Astoria US Quality Kings ETF 1.2 49 -8 6.5 +1.5
WCEO Hypatia Women CEO ETF 1.2 85 -44 3.8 -1.2
PSCI Invesco S&P SmallCap Industrials ETF 1.2 29 12 5.1 +0.1
KALL KraneShares MSCI All China Index ETF 1.2 49 -8 15.0 +10.0
DWMF WisdomTree International Multifactor Fund 1.2 38 3 7.0 +2.1
JHSC John Hancock Multifactor Small Cap ETF 1.2 42 -1 6.6 +1.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.2 15 26 4.6 -0.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.2 39 2 5.8 +0.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.2 64 -23 2.2 -2.8
ESGE iShares ESG Aware MSCI EM ETF 1.2 25 16 9.8 +4.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.2 10 31 9.7 +4.7
NIXT Research Affiliates Deletions ETF 1.2 9 32 8.6 +3.7
SLYV SPDR S&P 600 Small Cap Value ETF 1.2 15 26 9.7 +4.7
IWN iShares Russell 2000 Value ETF 1.2 24 17 7.3 +2.3
CEFA Global X S&P Catholic Values Developed ex-US ETF 1.2 35 6 6.6 +1.6
VTWV Vanguard Russell 2000 Value ETF 1.1 10 31 7.3 +2.3
XMLV Invesco S&P MidCap Low Volatility ETF 1.1 25 16 7.6 +2.6
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 1.1 36 5 6.6 +1.6
FEP First Trust Europe AlphaDEX Fund 1.1 80 -39 9.0 +4.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.1 39 2 5.3 +0.3
NUEM Nuveen ESG Emerging Markets Equity ETF 1.1 36 5 7.7 +2.7
FSST Fidelity Sustainable U.S. Equity ETF 1.1 59 -18 4.3 -0.7
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 1.1 20 21 6.3 +1.3
GSID Goldman Sachs MarketBeta International Equity ETF 1.1 20 21 6.8 +1.9
HFXI IQ FTSE International Equity Currency Neutral ETF 1.1 20 21 7.0 +2.0
IDMO Invesco S&P International Developed Momentum ETF 1.1 25 16 5.3 +0.3
EFA iShares MSCI EAFE ETF 1.1 35 6 6.7 +1.7
JOET Virtus Terranova US Quality Momentum ETF 1.1 29 12 4.7 -0.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.1 30 11 7.0 +2.0
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.1 24 17 7.3 +2.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.1 60 -19 7.3 +2.4
FDWM Fidelity Women's Leadership ETF 1.1 59 -18 4.8 -0.1
FTHF First Trust Emerging Markets Human Flourishing ETF 1.0 75 -34 8.1 +3.1
DIV Global X SuperDividend US ETF 1.0 45 -4 11.9 +6.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.0 52 -11 6.3 +1.3
FXU First Trust Utilities AlphaDEX Fund 1.0 64 -23 5.5 +0.5
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 1.0 29 12 4.6 -0.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.0 30 11 13.1 +8.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.0 59 -18 6.2 +1.2
TCHI iShares MSCI China Multisector Tech ETF 1.0 59 -18 15.2 +10.2
TAX Cambria Tax Aware ETF 1.0 49 -8 5.0 0.0
JHMD John Hancock Multifactor Developed International ETF 1.0 39 2 7.5 +2.5
BKF iShares MSCI BIC ETF 1.0 69 -28 13.0 +8.0
FIDI Fidelity International High Dividend ETF 1.0 18 23 8.6 +3.6
JSML Janus Henderson Small Cap Growth Alpha ETF 1.0 30 11 7.7 +2.7
FICS First Trust International Developed Capital Strength ETF 1.0 70 -29 7.4 +2.4
EWO iShares MSCI Austria ETF 1.0 50 -9 10.8 +5.8
IEFA iShares Core MSCI EAFE ETF 1.0 7 34 7.0 +2.0
BKIE BNY Mellon International Equity ETF 1.0 4 37 7.0 +2.0
SFYX SoFi Next 500 ETF 1.0 0 41 5.7 +0.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.0 49 -8 6.7 +1.7
CWI SPDR MSCI ACWI ex-US ETF 1.0 30 11 7.5 +2.5
DEM WisdomTree Emerging Markets High Dividend Fund 1.0 63 -22 13.0 +8.0
LDEM iShares ESG MSCI EM Leaders ETF 1.0 17 24 13.3 +8.4
DWX SPDR S&P International Dividend ETF 1.0 45 -4 6.1 +1.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.0 60 -19 9.4 +4.4
JPIN J.P. Morgan Diversified Return International Equity ETF 1.0 37 4 8.2 +3.2
CIL VictoryShares International Volatility Wtd ETF 0.9 45 -4 6.6 +1.6
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.9 35 6 9.1 +4.1
SCHF Schwab International Equity ETF 0.9 6 35 7.2 +2.2
DEW WisdomTree Global High Dividend Fund 0.9 58 -17 8.3 +3.3
VEA Vanguard FTSE Developed Markets ETF 0.9 3 38 7.1 +2.1
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.9 40 1 6.9 +1.9
RAYC Rayliant Quantamental China Equity ETF 0.9 80 -39 7.3 +2.3
IDEV iShares Core MSCI International Developed Markets ETF 0.9 4 37 6.9 +1.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.9 17 24 5.7 +0.7
IDLV Invesco S&P International Developed Low Volatility ETF 0.9 25 16 6.3 +1.3
AVDE Avantis International Equity ETF 0.9 23 18 7.3 +2.3
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.9 32 9 14.8 +9.8
SDIV Global X Superdividend ETF 0.9 58 -17 40.8 +35.9
ECH iShares MSCI Chile ETF 0.9 58 -17 8.3 +3.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.9 45 -4 8.7 +3.7
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.9 41 0 8.4 +3.4
VAMO Cambria Value & Momentum ETF 0.9 61 -20 5.8 +0.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.9 41 0 7.4 +2.4
EWU iShares MSCI United Kingdom ETF 0.9 50 -9 8.1 +3.2
SQLV Royce Quant Small-Cap Quality Value ETF 0.9 60 -19 9.4 +4.4
IJJ iShares S&P Mid-Cap 400 Value ETF 0.9 18 23 8.7 +3.8
PXH Invesco FTSE RAFI Emerging Markets ETF 0.9 49 -8 15.1 +10.1
STXI Strive International Developed Markets ETF 0.9 29 12 6.6 +1.6
IMFL Invesco International Developed Dynamic Multifactor ETF 0.9 34 7 6.1 +1.1
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.9 18 23 7.8 +2.9
VIDI Vident International Equity Strategy ETF 0.9 61 -20 10.7 +5.8
FEUZ First Trust Eurozone AlphaDEX ETF 0.9 80 -39 9.1 +4.1
FSZ First Trust Switzerland AlphaDEX Fund 0.9 80 -39 5.3 +0.3
ACWX iShares MSCI ACWI ex U.S. ETF 0.9 34 7 7.6 +2.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.9 4 37 8.0 +3.0
QQQS Invesco NASDAQ Future Gen 200 ETF 0.9 20 21 -4.0 -9.0
NULV Nuveen ESG Large-Cap Value ETF 0.9 26 15 6.3 +1.4
FLGB Franklin FTSE United Kingdom ETF 0.9 9 32 7.5 +2.6
DFSI Dimensional International Sustainability Core 1 ETF 0.9 24 17 6.3 +1.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 10 31 8.9 +3.9
VXUS Vanguard Total International Stock ETF 0.9 5 36 7.7 +2.8
FNDF Schwab Fundamental International Large Co. Index ETF 0.8 25 16 9.5 +4.5
MDYV SPDR S&P 400 Mid Cap Value ETF 0.8 15 26 8.7 +3.8
AVSD Avantis Responsible International Equity ETF 0.8 23 18 5.6 +0.6
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.8 59 -18 8.5 +3.6
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 35 9.3 +4.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.8 6 35 2.9 -2.1
EDOG ALPS Emerging Sector Dividend Dogs ETF 0.8 60 -19 10.3 +5.3
DFAI Dimensional International Core Equity Market ETF 0.8 18 23 7.1 +2.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.8 3 38 6.9 +1.9
ISCB iShares Morningstar Small-Cap ETF 0.8 4 37 6.2 +1.2
IXUS iShares Core MSCI Total International Stock ETF 0.8 7 34 7.8 +2.8
DIVI Franklin International Core Dividend Tilt Index ETF 0.8 9 32 7.9 +2.9
SCHA Schwab U.S. Small-Cap ETF 0.8 4 37 5.9 +0.9
DFAS Dimensional U.S. Small Cap ETF 0.8 26 15 6.4 +1.4
DISV Dimensional International Small Cap Value ETF 0.8 42 -1 8.8 +3.9
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.8 65 -24 11.9 +6.9
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.8 30 11 8.9 +3.9
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.8 50 -9 10.6 +5.6
VB Vanguard Small-Cap ETF 0.8 5 36 6.1 +1.1
JSTC Adasina Social Justice All Cap Global ETF 0.8 89 -48 4.8 -0.2
WBIY WBI Power Factor High Dividend ETF 0.8 100 -59 14.8 +9.8
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.8 25 16 7.3 +2.3
BIBL Inspire 100 ETF 0.8 35 6 5.1 +0.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.8 71 -30 0.4 -4.6
PSCT Invesco S&P SmallCap Information Technology ETF 0.8 29 12 5.0 +0.1
AVES Avantis Emerging Markets Value ETF 0.8 36 5 10.7 +5.8
TINY ProShares Nanotechnology ETF 0.7 58 -17 4.8 -0.2
NETZ TCW Transform Systems ETF 0.7 75 -34 2.4 -2.6
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.7 45 -4 10.0 +5.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 31 4.3 -0.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.7 10 31 4.3 -0.7
VLUE iShares MSCI USA Value Factor ETF 0.7 15 26 9.4 +4.5
RNEM First Trust Emerging Markets Equity Select ETF 0.7 75 -34 7.5 +2.5
FNDC Schwab Fundamental International Small Co. Index ETF 0.7 39 2 5.6 +0.7
STXM Strive Mid-Cap ETF 0.7 18 23 6.1 +1.2
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 21 6.8 +1.8
FLIN Franklin FTSE India ETF 0.7 19 22 4.2 -0.8
DSMC Distillate Small/Mid Cash Flow ETF 0.7 55 -14 11.9 +6.9
DFIS Dimensional International Small Cap ETF 0.7 39 2 7.2 +2.2
AVSC Avantis U.S Small Cap Equity ETF 0.7 25 16 5.5 +0.6
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.7 15 26 7.6 +2.6
XJR iShares ESG Screened S&P Small-Cap ETF 0.7 12 29 7.4 +2.4
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.7 24 17 7.8 +2.8
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 16 7.5 +2.5
STXK Strive Small-Cap ETF 0.7 18 23 5.8 +0.9
PSCE Invesco S&P SmallCap Energy ETF 0.7 29 12 11.2 +6.2
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.7 72 -31 -0.9 -5.9
PGJ Invesco Golden Dragon China ETF 0.7 70 -29 11.0 +6.0
BKEM BNY Mellon Emerging Markets Equity ETF 0.7 11 30 9.6 +4.6
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.7 32 9 6.8 +1.8
EMXC iShares MSCI Emerging Markets ex China ETF 0.7 25 16 7.5 +2.5
EES WisdomTree U.S. SmallCap Fund 0.7 38 3 8.7 +3.7
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.7 36 5 9.4 +4.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 8 33 6.0 +1.0
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.6 38 3 8.9 +3.9
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.6 75 -34 9.1 +4.1
BOUT Innovator IBD Breakout Opportunities ETF 0.6 81 -40 2.7 -2.3
IJR iShares Core S&P Small Cap ETF 0.6 6 35 7.6 +2.7
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.6 15 26 9.9 +4.9
HKND Humankind US Stock ETF 0.6 11 30 7.1 +2.1
USMF WisdomTree U.S. Multifactor Fund 0.6 28 13 7.0 +2.0
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.6 58 -17 8.7 +3.7
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.6 70 -29 7.5 +2.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.6 39 2 7.8 +2.9
EWX SPDR S&P Emerging Markets Small Cap ETF 0.6 65 -24 7.6 +2.7
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.6 53 -12 7.6 +2.6
KNO AXS Knowledge Leaders ETF 0.6 78 -37 6.0 +1.0
DFAE Dimensional Emerging Core Equity Market ETF 0.6 35 6 9.0 +4.0
FQAL Fidelity Quality Factor ETF 0.6 15 26 5.6 +0.6
FPX First Trust US Equity Opportunities ETF 0.6 61 -20 1.0 -4.0
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 7 34 7.6 +2.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.6 30 11 7.7 +2.7
VWO Vanguard FTSE Emerging Markets ETF 0.6 7 34 9.8 +4.9
FTC First Trust Large Cap Growth AlphaDEX Fund 0.6 59 -18 2.7 -2.3
INDA iShares MSCI India ETF 0.6 65 -24 4.6 -0.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 38 7.6 +2.7
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.6 30 11 10.0 +5.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -19 5.4 +0.4
GXC SPDR S&P China ETF 0.6 59 -18 14.4 +9.4
DFIC Dimensional International Core Equity 2 ETF 0.6 23 18 7.3 +2.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.6 66 -25 9.2 +4.2
AVEM Avantis Emerging Markets Equity ETF 0.6 33 8 8.4 +3.4
FUTY Fidelity MSCI Utilities Index ETF 0.6 8 33 5.3 +0.3
XC WisdomTree Emerging Markets Ex-China Fund 0.6 32 9 6.2 +1.2
EIS iShares MSCI Israel ETF 0.6 58 -17 8.1 +3.1
EFG iShares MSCI EAFE Growth ETF 0.6 36 5 4.3 -0.7
EMGF iShares Emerging Markets Equity Factor ETF 0.6 25 16 11.3 +6.3
EMXF iShares ESG Advanced MSCI EM ETF 0.6 16 25 8.3 +3.3
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.6 80 -39 4.9 -0.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 16 8.2 +3.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 12 8.2 +3.2
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.6 42 -1 9.4 +4.4
TPSC Timothy Plan US Small Cap Core ETF 0.6 52 -11 6.8 +1.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 21 6.2 +1.2
XCNY SPDR S&P Emerging Markets ex-China ETF 0.6 15 26 7.5 +2.6
FIDU Fidelity MSCI Industrial Index ETF 0.6 8 33 4.5 -0.5
TTAI FCF International Quality ETF 0.6 59 -18 7.3 +2.3
IEMG iShares Core MSCI Emerging Markets ETF 0.6 9 32 10.1 +5.1
JHMM John Hancock Multifactor Mid Cap ETF 0.6 42 -1 6.4 +1.4
AVDS Avantis International Small Cap Equity ETF 0.6 30 11 7.2 +2.2
EEM iShares MSCI Emerging Markets ETF 0.6 69 -28 9.9 +4.9
JHEM John Hancock Multifactor Emerging Markets ETF 0.6 49 -8 9.8 +4.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.5 35 6 7.2 +2.2
VXF Vanguard Extended Market ETF 0.5 5 36 4.6 -0.4
ESIX SPDR S&P SmallCap 600 ESG ETF 0.5 12 29 8.0 +3.0
DIM WisdomTree International MidCap Dividend Fund 0.5 58 -17 7.5 +2.5
VPU Vanguard Utilities ETF 0.5 9 32 5.3 +0.3
STXE Strive Emerging Markets Ex-China ETF 0.5 32 9 7.6 +2.6
IVLU iShares MSCI Intl Value Factor ETF 0.5 30 11 10.3 +5.3
PPIE Putnam PanAgora ESG International Equity ETF 0.5 49 -8 7.4 +2.4
ISMD Inspire Small/Mid Cap ETF 0.5 54 -13 5.5 +0.6
SCHC Schwab International Small-Cap Equity ETF 0.5 11 30 6.5 +1.5
DFSV Dimensional US Small Cap Value ETF 0.5 31 10 10.0 +5.0
RODE Hartford Multifactor Diversified International ETF 0.5 29 12 11.4 +6.4
FLCH Franklin FTSE China ETF 0.5 19 22 14.8 +9.8
EZM WisdomTree U.S. MidCap Fund 0.5 38 3 9.1 +4.1
VIS Vanguard Industrials ETF 0.5 9 32 4.6 -0.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 26 7.3 +2.3
MDY SPDR S&P Midcap 400 ETF Trust 0.5 24 17 7.1 +2.2
IJH iShares Core S&P Mid-Cap ETF 0.5 5 36 7.3 +2.4
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.5 39 2 15.7 +10.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.5 35 6 7.7 +2.8
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.5 90 -49 6.7 +1.8
GVLU Gotham 1000 Value ETF 0.5 50 -9 8.9 +3.9
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 7 34 7.4 +2.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -1 5.4 +0.4
AVMC Avantis U.S. Mid Cap Equity ETF 0.5 18 23 6.9 +1.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 21 5.6 +0.6
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.5 3 38 7.3 +2.4
DFNV Donoghue Forlines Innovation ETF 0.5 69 -28 4.5 -0.5
IDHQ Invesco S&P International Developed High Quality ETF 0.5 29 12 6.6 +1.7
SCHE Schwab Emerging Markets Equity ETF 0.5 11 30 10.6 +5.6
INTF iShares International Equity Factor ETF 0.5 15 26 7.5 +2.6
ROAM Hartford Multifactor Emerging Markets ETF 0.5 44 -3 11.8 +6.8
FESM Fidelity Enhanced Small Cap ETF 0.5 28 13 7.2 +2.2
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.5 80 -39 9.4 +4.4
FCA First Trust China AlphaDEX Fund 0.5 80 -39 7.9 +2.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.4 39 2 9.5 +4.6
EWJV iShares MSCI Japan Value ETF 0.4 15 26 8.6 +3.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.4 7 34 6.0 +1.0
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 16 7.0 +2.0
DXIV Dimensional International Vector Equity ETF 0.4 34 7 7.7 +2.8
NULC Nuveen ESG Large-Cap ETF 0.4 21 20 4.7 -0.3
ECON Columbia Emerging Markets Consumer ETF 0.4 49 -8 11.9 +6.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 16 7.9 +2.9
AFMC First Trust Active Factor Mid Cap ETF 0.4 65 -24 8.3 +3.4
EPP iShares MSCI Pacific ex-Japan ETF 0.4 47 -6 5.1 +0.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.4 20 21 5.5 +0.6
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.4 32 9 8.8 +3.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.4 25 16 11.0 +6.0
CRTC Xtrackers US National Critical Technologies ETF 0.4 35 6 4.7 -0.3
EWL iShares MSCI Switzerland ETF 0.4 50 -9 6.3 +1.3
FKU First Trust United Kingdom AlphaDEX Fund 0.4 80 -39 7.3 +2.3
KLMT Invesco MSCI Global Climate 500 ETF 0.4 10 31 5.6 +0.7
SIXS ETC 6 Meridian Small Cap Equity ETF 0.4 89 -48 9.8 +4.8
DEEP Roundhill Acquirers Deep Value ETF 0.4 80 -39 16.8 +11.8
RAYD Rayliant Quantitative Developed Market Equity ETF 0.4 80 -39 4.4 -0.6
IEUS iShares MSCI Europe Small-Cap ETF 0.4 42 -1 7.2 +2.3
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.4 65 -24 4.7 -0.2
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 21 6.6 +1.6
GWX SPDR S&P International Small Cap ETF 0.4 40 1 5.9 +0.9
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 29 5.5 +0.5
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.4 19 22 5.8 +0.8
AVSE Avantis Responsible Emerging Markets Equity ETF 0.4 33 8 8.1 +3.2
USMV iShares MSCI USA Min Vol Factor ETF 0.4 15 26 5.9 +0.9
FTRI First Trust Indxx Global Natural Resources Income ETF 0.4 70 -29 7.5 +2.5
GLBL Pacer MSCI World Industry Advantage ETF 0.4 65 -24 4.1 -0.9
IWC iShares Micro-Cap ETF 0.4 60 -19 -0.8 -5.8
FLAX Franklin FTSE Asia Ex Japan ETF 0.4 19 22 8.9 +3.9
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.4 33 8 9.7 +4.7
AVMV Avantis U.S. Mid Cap Value ETF 0.4 20 21 8.7 +3.7
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.4 70 -29 4.8 -0.2
VT Vanguard Total World Stock ETF 0.4 6 35 5.8 +0.8
SPEM SPDR Portfolio Emerging Markets ETF 0.4 7 34 10.2 +5.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.4 18 23 5.9 +0.9
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.4 33 8 8.4 +3.4
VEGN US Vegan Climate ETF 0.4 60 -19 4.4 -0.6
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 13 9.2 +4.3
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -39 10.3 +5.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.4 40 1 6.8 +1.8
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 35 8.1 +3.1
VSGX Vanguard ESG International Stock ETF 0.3 10 31 7.5 +2.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.3 65 -24 6.4 +1.4
SSPY Syntax Stratified LargeCap ETF 0.3 30 11 6.7 +1.7
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 3 8.9 +3.9
KOKU Xtrackers MSCI Kokusai Equity ETF 0.3 9 32 5.2 +0.2
MCHI iShares MSCI China ETF 0.3 59 -18 16.3 +11.3
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -29 11.0 +6.0
DXUV Dimensional US Vector Equity ETF 0.3 28 13 6.2 +1.2
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 11 5.9 +0.9
DFEV Dimensional Emerging Markets Value ETF 0.3 43 -2 12.9 +7.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.3 15 26 7.8 +2.8
GMF SPDR S&P Emerging Asia Pacific ETF 0.3 49 -8 9.2 +4.2
VFMV Vanguard U.S. Minimum Volatility ETF 0.3 13 28 5.7 +0.7
ACWI iShares MSCI ACWI ETF 0.3 32 9 5.5 +0.5
VFVA Vanguard U.S. Value Factor ETF 0.3 13 28 10.8 +5.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.3 9 32 6.1 +1.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 17 8.1 +3.1
BFOR ALPS Barron's 400 ETF 0.3 65 -24 6.0 +1.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.3 15 26 6.0 +1.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.3 4 37 6.1 +1.1
FSMD Fidelity Small-Mid Multifactor ETF 0.3 15 26 7.0 +2.1
SMIN iShares MSCI India Small Cap ETF 0.3 79 -38 3.9 -1.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 32 5.6 +0.6
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 33 3.9 -1.1
FLKR Franklin FTSE South Korea ETF 0.3 9 32 8.7 +3.7
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.3 35 6 17.5 +12.6
URTH iShares MSCI World ETF 0.3 24 17 5.0 +0.0
TOK iShares MSCI Kokusai ETF 0.3 26 15 5.0 -0.0
XOP SPDR S&P Oil & Gas Exploration & Production ETF 0.3 35 6 14.6 +9.6
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.3 58 -17 9.5 +4.5
JHID John Hancock International High Dividend ETF 0.3 46 -5 9.4 +4.4
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.3 40 1 12.6 +7.6
EBI Longview Advantage ETF 0.3 35 6 6.5 +1.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 26 7.9 +2.9
KSTR KraneShares SSE STAR Market 50 Index ETF 0.3 89 -48 1.1 -3.9
MGMT Ballast Small/Mid Cap ETF 0.3 110 -69 8.3 +3.3
WDNA WisdomTree BioRevolution Fund 0.3 45 -4 -1.4 -6.4
PXI Invesco Dorsey Wright Energy Momentum ETF 0.3 60 -19 7.0 +2.0
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.3 95 -54 11.4 +6.4
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.3 80 -39 8.7 +3.7
DTAN Sparkline International Intangible Value ETF 0.3 55 -14 8.5 +3.6
VGT Vanguard Information Technology ETF 0.3 9 32 3.8 -1.1
VOT Vanguard Mid-Cap Growth ETF 0.3 7 34 3.6 -1.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -6 8.9 +3.9
VPL Vanguard FTSE Pacific ETF 0.3 7 34 6.7 +1.7
BBJP JPMorgan BetaBuilders Japan ETF 0.3 19 22 6.6 +1.7
FLSW Franklin FTSE Switzerland ETF 0.3 9 32 6.4 +1.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 12 7.7 +2.7
BRF VanEck Brazil Small-Cap ETF 0.3 66 -25 10.7 +5.7
EWZS iShares MSCI Brazil Small-Cap ETF 0.3 59 -18 9.5 +4.5
EIPX FT Energy Income Partners Strategy ETF 0.3 95 -54 7.5 +2.6
IPAC iShares Core MSCI Pacific ETF 0.3 9 32 6.2 +1.2
EEMA iShares MSCI Emerging Markets Asia ETF 0.3 49 -8 9.8 +4.8
GLOF iShares Global Equity Factor ETF 0.3 20 21 6.4 +1.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.3 25 16 5.6 +0.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.3 24 17 7.7 +2.7
VFMO Vanguard U.S. Momentum Factor ETF 0.3 13 28 2.9 -2.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 16 5.9 +0.9
XLK Technology Select Sector SPDR Fund 0.2 8 33 4.4 -0.5
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 -7 6.5 +1.5
DFUV Dimensional US Marketwide Value ETF 0.2 22 19 7.5 +2.5
IWS iShares Russell Mid-Cap Value ETF 0.2 23 18 6.8 +1.8
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 26 5.8 +0.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 -11 5.6 +0.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 -17 5.5 +0.5
PIN Invesco India ETF 0.2 78 -37 4.7 -0.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.2 15 26 4.6 -0.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -29 8.9 +3.9
XCEM Columbia EM Core ex-China ETF 0.2 16 25 8.1 +3.1
EWJ iShares MSCI Japan ETF 0.2 50 -9 6.0 +1.1
UMMA Wahed Dow Jones Islamic World ETF 0.2 65 -24 5.3 +0.3
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 -6 6.1 +1.1
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 16 9.7 +4.7
IWR iShares Russell Midcap ETF 0.2 19 22 5.8 +0.8
SIZE iShares MSCI USA Size Factor ETF 0.2 15 26 6.1 +1.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -20 5.9 +0.9
EXI iShares Global Industrials ETF 0.2 42 -1 4.5 -0.5
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 24 5.5 +0.5
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 32 6.1 +1.2
FLJP Franklin FTSE Japan ETF 0.2 9 32 6.2 +1.2
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 26 5.9 +0.9
PTL Inspire 500 ETF 0.2 9 32 5.2 +0.2
DFLV Dimensional US Large Cap Value ETF 0.2 22 19 7.7 +2.7
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 29 7.1 +2.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 20 3.6 -1.3
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 32 6.0 +1.0
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 18 8.1 +3.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -39 7.9 +2.9
IGM iShares Expanded Tech Sector ETF 0.2 41 0 3.8 -1.2
DFE WisdomTree Europe SmallCap Dividend Fund 0.2 58 -17 8.0 +3.0
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 37 6.1 +1.1
HLGE Hartford Longevity Economy ETF 0.2 44 -3 -0.4 -5.4
FMDE Fidelity Enhanced Mid Cap ETF 0.2 23 18 5.7 +0.8
WOMN Impact Shares YWCA Women's Empowerment ETF 0.2 75 -34 5.4 +0.4
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 2 9.3 +4.4
SCHY Schwab International Dividend Equity ETF 0.2 14 27 9.7 +4.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 22 5.3 +0.3
CNXT VanEck ChiNext ETF 0.2 65 -24 3.7 -1.3
TTAC FCF US Quality ETF 0.2 59 -18 6.3 +1.4
DCOR Dimensional US Core Equity 1 ETF 0.2 14 27 5.3 +0.3
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 18 3.4 -1.6
VBR Vanguard Small Cap Value ETF 0.2 7 34 9.1 +4.1
IJK iShares S&P Mid-Cap 400 Growth ETF 0.2 17 24 5.9 +0.9
IDU iShares U.S. Utilities ETF 0.2 40 1 4.8 -0.2
IXN iShares Global Tech ETF 0.2 41 0 3.6 -1.4
DFIV Dimensional International Value ETF 0.2 27 14 9.5 +4.5
FENY Fidelity MSCI Energy Index ETF 0.2 8 33 9.0 +4.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.1 15 26 5.9 +0.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.1 10 31 6.0 +1.1
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 26 5.7 +0.7
EEMO Invesco S&P Emerging Markets Momentum ETF 0.1 29 12 6.3 +1.3
AVUS Avantis U.S. Equity ETF 0.1 15 26 5.7 +0.7
VWID Virtus WMC International Dividend ETF 0.1 49 -8 8.4 +3.4
QGRO American Century U.S. Quality Growth ETF 0.1 29 12 3.5 -1.5
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 0 6.5 +1.5
VDE Vanguard Energy ETF 0.1 9 32 8.8 +3.8
VLU SPDR S&P 1500 Value Tilt ETF 0.1 12 29 7.4 +2.4
DIHP Dimensional International High Profitability ETF 0.1 29 12 7.1 +2.1
DFAU Dimensional US Core Equity Market ETF 0.1 12 29 5.0 -0.0
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 6 5.9 +0.9
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 29 6.5 +1.5
VO Vanguard Mid-Cap ETF 0.1 4 37 5.8 +0.8
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 23 6.5 +1.5
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 32 4.6 -0.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 38 4.8 -0.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 23 3.9 -1.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 1 5.9 +0.9
STXG Strive 1000 Growth ETF 0.1 18 23 3.8 -1.2
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 29 8.0 +3.0
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 5 3.6 -1.4
IWV iShares Russell 3000 ETF 0.1 20 21 4.7 -0.3
SMMD iShares Russell 2500 ETF 0.1 15 26 6.2 +1.2
FEX First Trust Large Cap Core AlphaDEX Fund 0.1 59 -18 5.8 +0.9
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 23 5.3 +0.3
IUSV iShares Core S&P US Value ETF 0.1 4 37 6.4 +1.5
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -26 9.9 +4.9
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 -17 8.0 +3.0
VTI Vanguard Total Stock Market ETF 0.1 3 38 4.8 -0.2
VTHR Vanguard Russell 3000 ETF 0.1 7 34 4.8 -0.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 26 4.9 -0.1
DFUS Dimensional U.S. Equity ETF 0.1 9 32 4.7 -0.2
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 31 4.6 -0.4
PICK iShares MSCI Global Metals & Mining Producers ETF 0.1 39 2 12.3 +7.3
SCHB Schwab U.S. Broad Market ETF 0.1 3 38 4.9 -0.0
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 37 3.9 -1.0
VFMF Vanguard U.S. Multifactor ETF 0.1 18 23 7.9 +2.9
JHML John Hancock Multifactor Large Cap ETF 0.1 29 12 5.3 +0.3
DSI iShares MSCI KLD 400 Social ETF 0.1 25 16 4.8 -0.2
ONEO SPDR Russell 1000 Momentum Focus ETF 0.1 20 21 7.0 +2.0
DFVX Dimensional US Large Cap Vector ETF 0.1 22 19 6.2 +1.2
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -9 4.6 -0.4
AVIV Avantis International Large Cap Value ETF 0.1 25 16 8.5 +3.5
EPS WisdomTree U.S. LargeCap Fund 0.1 8 33 5.6 +0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 31 4.9 -0.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 30 4.8 -0.2
SNPV Xtrackers S&P 500 Value ESG ETF 0.1 15 26 6.7 +1.7
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 21 9.6 +4.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.1 3 38 5.1 +0.1
IWD iShares Russell 1000 Value ETF 0.1 19 22 6.4 +1.4
VONV Vanguard Russell 1000 Value ETF 0.1 7 34 6.5 +1.5
ILCV iShares Morningstar Value ETF 0.1 4 37 6.4 +1.4
EWC iShares MSCI Canada ETF 0.1 50 -9 6.0 +1.0
IJT iShares S&P Small-Cap 600 Growth ETF 0.1 18 23 5.5 +0.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.1 10 31 5.6 +0.7
AVUQ Avantis U.S. Quality ETF 0.1 15 26 4.3 -0.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -4 4.4 -0.6
SLYG SPDR S&P 600 Small Cap Growth ETF 0.1 15 26 5.5 +0.6
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 31 4.9 -0.1
IYY iShares Dow Jones U.S. ETF 0.1 20 21 4.7 -0.3
CQQQ Invesco China Technology ETF 0.1 70 -29 11.5 +6.5
STXV Strive 1000 Value ETF 0.1 18 23 8.0 +3.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 34 5.0 +0.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.1 25 16 5.3 +0.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.1 18 23 7.7 +2.7
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 32 4.9 -0.1
DEUS Xtrackers Russell US Multifactor ETF 0.1 17 24 7.1 +2.1
IVE iShares S&P 500 Value ETF 0.1 18 23 6.2 +1.2
SPYV SPDR Portfolio S&P 500 Value ETF 0.1 4 37 6.3 +1.3
VOOV Vanguard S&P 500 Value ETF 0.1 7 34 6.3 +1.3
SFY SoFi Select 500 ETF 0.1 0 41 4.4 -0.6
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 30 5.1 +0.1
SPHQ Invesco S&P 500 Quality ETF 0.1 15 26 5.5 +0.5
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 2 6.7 +1.7
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 16 7.1 +2.2
EMLP First Trust North American Energy Infrastructure Fund 0.1 95 -54 5.3 +0.3
XVV iShares ESG Screened S&P 500 ETF 0.1 8 33 4.7 -0.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 21 5.0 -0.0
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 26 7.7 +2.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 12 6.4 +1.4
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 12 4.6 -0.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 39 4.9 -0.1
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 32 4.7 -0.3
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 32 4.6 -0.4
IVV iShares Core S&P 500 ETF 0.0 3 38 4.9 -0.1
SPLG SPDR Portfolio S&P 500 ETF 0.0 2 39 4.9 -0.1
SPY SPDR S&P 500 ETF Trust 0.0 9 32 4.8 -0.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0 20 21 4.6 -0.4
VOO Vanguard S&P 500 ETF 0.0 3 38 4.9 -0.1
XMAG Defiance Large Cap ex-Mag 7 ETF 0.0 35 6 5.1 +0.1
VUG Vanguard Growth ETF 0.0 4 37 4.0 -1.0
IWB iShares Russell 1000 ETF 0.0 15 26 4.8 -0.2
VONE Vanguard Russell 1000 ETF 0.0 7 34 4.9 -0.1
DSPY Tema S&P 500 Historical Weight ETF 0.0 18 23 5.1 +0.1
SCHX Schwab U.S. Large-Cap ETF 0.0 3 38 4.9 -0.1
IUSG iShares Core S&P U.S. Growth ETF 0.0 4 37 4.1 -0.9
SCHK Schwab 1000 Index ETF 0.0 5 36 4.9 -0.1
TOV JLens 500 Jewish Advocacy U.S. ETF 0.0 18 23 4.6 -0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 0.0 0 41 4.8 -0.1
VOTE TCW Transform 500 ETF 0.0 5 36 4.8 -0.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.0 14 27 4.8 -0.1
FELV Fidelity Enhanced Large Cap Value ETF 0.0 18 23 6.7 +1.7
IVW iShares S&P 500 Growth ETF 0.0 18 23 3.9 -1.1
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0 4 37 4.0 -0.9
VOOG Vanguard S&P 500 Growth ETF 0.0 7 34 4.0 -1.0
PKW Invesco Buyback Achievers ETF 0.0 62 -21 7.2 +2.2
PBUS Invesco MSCI USA ETF 0.0 4 37 4.8 -0.2
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 -1 4.2 -0.8
IUS Invesco RAFI Strategic US ETF 0.0 19 22 6.8 +1.8
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 38 4.8 -0.2
RVRB Reverb ETF 0.0 30 11 4.5 -0.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.0 20 21 7.7 +2.7
STRV Strive 500 ETF 0.0 5 36 4.8 -0.2
AFLG First Trust Active Factor Large Cap ETF 0.0 55 -14 6.3 +1.3
RWL Invesco S&P 500 Revenue ETF 0.0 39 2 6.8 +1.8
MODL VictoryShares WestEnd U.S. Sector ETF 0.0 42 -1 4.5 -0.5
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.0 25 16 6.8 +1.8
REVS Columbia Research Enhanced Value ETF 0.0 19 22 7.6 +2.6
AVIE Avantis  Inflation Focused Equity ETF 0.0 25 16 7.3 +2.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 29 4.5 -0.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.0 9 32 4.8 -0.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 29 4.4 -0.5
RECS Columbia Research Enhanced Core ETF 0.0 15 26 5.7 +0.7
VV Vanguard Large-Cap ETF 0.0 4 37 4.8 -0.2
APIE ActivePassive International Equity ETF 0.0 45 -4 7.3 +2.4
IWF iShares Russell 1000 Growth ETF 0.0 19 22 4.3 -0.7
VONG Vanguard Russell 1000 Growth ETF 0.0 7 34 4.4 -0.6
FNDX Schwab Fundamental US Large Co. Index ETF 0.0 25 16 7.1 +2.1
GSPY Gotham Enhanced 500 ETF 0.0 50 -9 5.2 +0.2
DIVB iShares Core Dividend ETF 0.0 5 36 8.1 +3.1
VYM Vanguard High Dividend Yield Index ETF 0.0 6 35 7.0 +2.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.0 75 -34 4.0 -1.0
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 -8 5.5 +0.5
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 13 6.3 +1.3
AVDV Avantis International Small Cap Value ETF 0.0 36 5 9.3 +4.3
APUE ActivePassive U.S. Equity ETF 0.0 45 -4 4.6 -0.4
FBCG Fidelity Blue Chip Growth ETF 0.0 59 -18 2.8 -2.2
THRO iShares U.S. Thematic Rotation Active ETF 0.0 90 -49 4.0 -1.0
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.0 20 21 10.3 +5.3

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:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 8.2 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 41 bp
Equals: ALTAR Score 5.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 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.