iShares Global Clean Energy ETF
ALTAR
Score™		 5.8% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 16.4x P/Sales
ratio		 1.4x
P/BV
ratio		 1.5x Div.
yield		 2.1%


  • 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) $1,444
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 102
Wgt avg mkt cap (mns) $19,255
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 7.8 %
SSE PLC 6.5 %
IBERDROLA SA 6.2 %
VESTAS WIND SYSTEMS A/S 6.0 %
NEXTRACKER, INC. CLASS A 4.4 %
CHINA YANGTZE POWER CO LTD-A 4.3 %
EDP-ENERGIAS DE PORTUGAL SA 3.8 %
EQUATORIAL ENERGIA SA - ORD 3.5 %
ENPHASE ENERGY INC 2.8 %
DONG ENERGY A/S 2.7 %
Total 48.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 24.5 %
BRAZIL 11.5 %
CHINA 9.1 %
DENMARK 8.7 %
SPAIN 8.7 %
BRITAIN 6.5 %
INDIA 5.2 %
CANADA 3.9 %
PORTUGAL 3.8 %
JAPAN 2.5 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
16.4% 0.4% 2.2% 3.5% -5.9%

Market Correlations
versus... Beta R-squared
S&P500 1.11 42%
MSCI EAFE 1.18 50%
MSCI Emg. Mkts. 1.05 42%

Technical Indicators
Recent close $13.43
30d moving avg. $12.77
Annualized volatility 27.4%
Short interest (ETF) 4.2%
Relative strength (RSI) 59

Liquidity measures
Avg. volume (thou.) 3,173
Turnover 3.0%
Bid/Ask (% of price) 0.07%
ADV underlying (mns) $6,204

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 692 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™: 5.8%


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 47.4 59 -18 5.5 -0.3
FRNW Fidelity Clean Energy ETF 42.9 39 2 4.0 -1.8
CTEC Global X CleanTech ETF 27.7 50 -9 2.6 -3.2
SMOG VanEck Low Carbon Energy ETF 27.3 61 -20 1.6 -4.2
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 22.9 58 -17 -3.0 -8.8
FAN First Trust Global Wind Energy ETF 21.7 60 -19 4.5 -1.3
TAN Invesco Solar ETF 21.6 67 -26 7.4 +1.6
ACES ALPS Clean Energy ETF 20.7 55 -14 -3.4 -9.2
RNRG Global X Renewable Energy Producers ETF 19.8 66 -25 5.6 -0.2
RAYS Global X Solar ETF 19.7 51 -10 7.1 +1.3
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 17.3 75 -34 7.8 +2.0
WNDY Global X Wind Energy ETF 17.0 50 -9 5.5 -0.3
PBD Invesco Global Clean Energy ETF 16.8 75 -34 0.6 -5.3
ERTH Invesco MSCI Sustainable Future ETF 16.8 62 -21 3.6 -2.2
CNRG SPDR S&P Kensho Clean Power ETF 16.1 45 -4 0.6 -5.2
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 15.4 79 -38 5.1 -0.7
OCEN IQ Clean Oceans ETF 14.4 45 -4 6.2 +0.4
ETEC iShares Breakthrough Environmental Solutions ETF 12.8 47 -6 3.5 -2.4
PBW Invesco WilderHill Clean Energy ETF 11.8 66 -25 -4.6 -10.4
SDG iShares MSCI Global Sustainable Development Goals ETF 9.9 49 -8 6.2 +0.4
JXI iShares Global Utilities ETF 9.6 43 -2 5.9 +0.1
BLLD JPMorgan Sustainable Infrastructure ETF 9.6 49 -8 6.1 +0.3
CLNR IQ Cleaner Transport ETF 9.1 45 -4 6.6 +0.7
TEMP JPMorgan Climate Change Solutions ETF 8.5 49 -8 5.7 -0.1
EWZ iShares MSCI Brazil ETF 8.1 58 -17 12.9 +7.1
GSFP Goldman Sachs Future Planet Equity ETF 7.9 75 -34 4.6 -1.2
KGRN KraneShares MSCI China Clean Technology Index ETF 7.9 79 -38 3.6 -2.2
FLN First Trust Latin America AlphaDEX Fund 6.7 80 -39 10.2 +4.4
IBAT iShares Energy Storage & Materials ETF 6.7 47 -6 5.4 -0.5
HAP VanEck Natural Resources ETF 6.5 50 -9 9.6 +3.7
FBZ First Trust Brazil AlphaDEX Fund 6.4 80 -39 12.0 +6.2
FLBR Franklin FTSE Brazil ETF 6.3 19 22 14.9 +9.1
EWP iShares MSCI Spain ETF 6.2 50 -9 7.3 +1.5
XT iShares Exponential Technologies ETF 6.1 46 -5 4.8 -1.0
FXN First Trust Energy AlphaDEX Fund 6.0 62 -21 14.3 +8.5
EDEN iShares MSCI Denmark ETF 5.9 53 -12 6.6 +0.8
CCSO Carbon Collective Climate Solutions US Equity ETF 5.5 35 6 1.1 -4.7
OBOR KraneShares MSCI One Belt One Road Index ETF 5.5 79 -38 8.7 +2.9
CCNR ALPS CoreCommodity Natural Resources ETF 5.4 39 2 11.4 +5.6
IWTR iShares MSCI Water Management Multisector ETF 4.6 47 -6 5.6 -0.2
IPO Renaissance IPO ETF 4.4 60 -19 4.2 -1.6
INEQ Columbia International Equity Income ETF 4.3 45 -4 8.3 +2.4
FLLA Franklin FTSE Latin America ETF 4.3 19 22 13.3 +7.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 4.2 58 -17 4.7 -1.1
DTEC ALPS Disruptive Technologies ETF 4.2 50 -9 3.8 -2.1
ITEQ BlueStar Israel Technology ETF 3.8 75 -34 1.8 -4.0
EELV Invesco S&P Emerging Markets Low Volatility ETF 3.7 29 12 8.7 +2.9
IGF iShares Global Infrastructure ETF 3.6 41 0 4.8 -1.1
GII SPDR S&P Global Infrastructure ETF 3.5 40 1 4.7 -1.1
OEUR ALPS O'Shares Europe Quality Dividend ETF 3.4 48 -7 5.9 +0.1
TINT ProShares Smart Materials ETF 3.3 58 -17 7.3 +1.4
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 3.3 55 -14 8.2 +2.4
DWX SPDR S&P International Dividend ETF 3.2 45 -4 6.2 +0.3
HYDR Global X Hydrogen ETF 3.2 50 -9 -5.2 -11.0
IGRO iShares International Dividend Growth ETF 3.2 15 26 7.2 +1.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.1 60 -19 7.7 +1.9
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 3.0 9 32 9.2 +3.4
DVYE iShares Emerging Markets Dividend ETF 3.0 49 -8 18.7 +12.9
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.9 45 -4 4.5 -1.3
RVER Trenchless Fund ETF 2.8 65 -24 2.4 -3.4
VOLT Tema Electrification ETF 2.8 75 -34 2.8 -3.0
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.7 45 -4 4.6 -1.2
GLIN VanEck India Growth Leaders ETF 2.7 77 -36 6.3 +0.5
WWJD Inspire International ETF 2.7 80 -39 7.2 +1.4
FID First Trust S&P International Dividend Aristocrats ETF 2.6 60 -19 8.1 +2.3
MADE iShares U.S. Manufacturing ETF 2.6 40 1 5.1 -0.8
CNYA iShares MSCI China A ETF 2.6 60 -19 7.0 +1.2
FEZ SPDR EURO STOXX 50 ETF 2.6 29 12 7.1 +1.3
RSPT Invesco S&P 500 Equal Weight Technology ETF 2.5 40 1 5.4 -0.4
AGQI First Trust Active Global Quality Income ETF 2.5 85 -44 5.3 -0.6
XSD SPDR S&P Semiconductor ETF 2.5 35 6 4.4 -1.5
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 2.4 55 -14 6.4 +0.6
BRAZ Global X Brazil Active ETF 2.4 75 -34 12.4 +6.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.4 47 -6 5.8 -0.1
ISRA VanEck Israel ETF 2.3 59 -18 6.9 +1.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 2.3 22 19 5.7 -0.1
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 2.3 65 -24 7.8 +2.0
EUDV ProShares MSCI Europe Dividend Growers ETF 2.3 55 -14 5.8 +0.0
KOMP SPDR S&P Kensho New Economies Composite ETF 2.2 20 21 2.8 -3.1
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.2 60 -19 3.7 -2.1
UEVM VictoryShares Emerging Markets Value Momentum ETF 2.2 45 -4 10.6 +4.8
WDIV SPDR S&P Global Dividend ETF 2.2 40 1 9.5 +3.7
OSEA Harbor International Compounders ETF 2.2 55 -14 4.6 -1.2
EFAS Global X MSCI SuperDividend EAFE ETF 2.1 57 -16 8.4 +2.6
SDEM Global X MSCI SuperDividend Emerging Markets ETF 2.1 67 -26 13.7 +7.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.1 49 -8 11.9 +6.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.1 30 11 6.8 +1.0
ZAP Global X U.S. Electrification ETF 2.0 50 -9 4.4 -1.4
EZU iShares MSCI Eurozone ETF 2.0 52 -11 6.7 +0.9
QVAL Alpha Architect US Quantitative Value ETF 2.0 39 2 9.7 +3.9
GVAL Cambria Global Value ETF 2.0 68 -27 11.0 +5.2
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 1.9 44 -3 10.9 +5.1
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 1.9 20 21 6.6 +0.8
FEM First Trust Emerging Markets AlphaDEX Fund 1.9 80 -39 12.2 +6.4
NUDM Nuveen ESG International Developed Markets Equity ETF 1.9 31 10 6.3 +0.5
BLES Inspire Global Hope ETF 1.9 61 -20 6.8 +1.0
ECOW Pacer Emerging Markets Cash Cows 100 ETF 1.9 70 -29 14.4 +8.6
FKU First Trust United Kingdom AlphaDEX Fund 1.8 80 -39 7.4 +1.6
BOUT Innovator IBD Breakout Opportunities ETF 1.8 81 -40 3.4 -2.4
ILF iShares Latin America 40 ETF 1.8 48 -7 12.9 +7.0
ESGD iShares ESG Aware MSCI EAFE ETF 1.8 20 21 6.9 +1.1
BATT Amplify Lithium & Battery Technology ETF 1.8 59 -18 3.8 -2.0
DTH WisdomTree International High Dividend Fund 1.8 58 -17 8.9 +3.1
JCHI JPMorgan Active China ETF 1.8 65 -24 15.9 +10.1
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.7 39 2 -0.9 -6.7
TRFM AAM Transformers ETF 1.7 49 -8 1.5 -4.3
FJP First Trust Japan AlphaDEX Fund 1.7 80 -39 9.2 +3.4
IMTM iShares MSCI Intl Momentum Factor ETF 1.6 30 11 5.4 -0.4
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 1.6 45 -4 7.2 +1.4
EFV iShares MSCI EAFE Value ETF 1.6 34 7 9.3 +3.5
ECLN First Trust EIP Carbon Impact ETF 1.6 96 -55 4.1 -1.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.6 65 -24 7.4 +1.6
DRIV Global X Autonomous & Electric Vehicles ETF 1.6 68 -27 5.4 -0.4
IEV iShares Europe ETF 1.5 67 -26 6.9 +1.0
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 1.5 25 16 6.4 +0.6
IQLT iShares MSCI Intl Quality Factor ETF 1.5 30 11 6.2 +0.4
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.5 32 9 5.9 +0.1
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.5 80 -39 5.5 -0.3
HAIL SPDR S&P Kensho Smart Mobility ETF 1.5 45 -4 1.1 -4.8
ECNS iShares MSCI China Small-Cap ETF 1.5 59 -18 9.6 +3.8
IQRA IQ CBRE Real Assets ETF 1.5 65 -24 5.8 -0.1
CALF Pacer US Small Cap Cash Cows 100 ETF 1.4 59 -18 11.1 +5.3
VGK Vanguard FTSE Europe ETF 1.4 6 35 7.4 +1.6
DOL WisdomTree International LargeCap Dividend Fund 1.4 48 -7 7.4 +1.6
CGDG Capital Group Dividend Growers ETF 1.4 47 -6 6.2 +0.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.4 12 29 6.1 +0.3
VYMI Vanguard International High Dividend Yield ETF 1.4 17 24 9.8 +4.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.4 49 -8 4.4 -1.4
JIRE JPMorgan International Research Enhanced Equity ETF 1.4 24 17 7.1 +1.3
IEUR iShares Core MSCI Europe ETF 1.4 11 30 7.3 +1.5
RCGE RockCreek Global Equality ETF 1.4 95 -54 6.3 +0.5
DSMC Distillate Small/Mid Cash Flow ETF 1.4 55 -14 12.7 +6.9
EDIV SPDR S&P Emerging Markets Dividend ETF 1.4 49 -8 11.8 +6.0
COLO Global X MSCI Colombia ETF 1.4 62 -21 18.1 +12.3
NUMV Nuveen ESG Mid-Cap Value ETF 1.4 31 10 7.1 +1.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.4 52 -11 6.6 +0.8
FXU First Trust Utilities AlphaDEX Fund 1.4 64 -23 5.7 -0.1
DIV Global X SuperDividend US ETF 1.4 45 -4 11.8 +6.0
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 1.4 29 12 4.6 -1.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.4 30 11 13.0 +7.2
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.4 14 27 6.3 +0.5
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 1.4 80 -39 14.4 +8.6
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 1.4 88 -47 9.3 +3.5
SPEU SPDR Portfolio Europe ETF 1.3 7 34 7.3 +1.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.3 59 -18 6.4 +0.6
IQSI IQ Candriam International Equity ETF 1.3 15 26 6.6 +0.8
GINN Goldman Sachs Innovate Equity ETF 1.3 52 -11 3.7 -2.1
EPI WisdomTree India Earnings Fund 1.3 85 -44 4.8 -1.1
OPTZ Optimize Strategy Index ETF 1.3 50 -9 5.0 -0.8
IYE iShares U.S. Energy ETF 1.3 40 1 9.0 +3.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.3 20 21 4.8 -1.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 29 5.2 -0.6
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.3 50 -9 5.8 -0.0
ETHO Etho Climate Leadership U.S. ETF 1.3 47 -6 5.4 -0.4
LVHI Franklin International Low Volatility High Dividend Index ET 1.3 40 1 10.9 +5.1
BBEU JPMorgan BetaBuilders Europe ETF 1.3 9 32 7.2 +1.4
DBEU Xtrackers MSCI Europe Hedged Equity ETF 1.3 46 -5 7.0 +1.2
VBK Vanguard Small-Cap Growth ETF 1.3 7 34 1.9 -3.9
FENI Fidelity Enhanced International ETF 1.3 28 13 6.7 +0.9
FLEE Franklin FTSE Europe ETF 1.3 9 32 7.3 +1.5
XMHQ Invesco S&P MidCap Quality ETF 1.2 25 16 7.3 +1.5
FEP First Trust Europe AlphaDEX Fund 1.2 80 -39 9.3 +3.5
XMLV Invesco S&P MidCap Low Volatility ETF 1.2 25 16 7.6 +1.7
ENZL iShares MSCI New Zealand ETF 1.2 50 -9 3.6 -2.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.2 39 2 6.7 +0.9
IDMO Invesco S&P International Developed Momentum ETF 1.2 25 16 5.4 -0.4
DWM WisdomTree International Equity Fund 1.2 48 -7 7.5 +1.7
EMMF WisdomTree Emerging Markets Multifactor Fund 1.2 48 -7 7.8 +2.0
KALL KraneShares MSCI All China Index ETF 1.2 49 -8 14.7 +8.9
CEFA Global X S&P Catholic Values Developed ex-US ETF 1.2 35 6 6.7 +0.9
UIVM VictoryShares International Value Momentum ETF 1.2 35 6 9.0 +3.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.1 60 -19 9.7 +3.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.1 40 1 7.6 +1.8
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 1.1 20 21 6.5 +0.7
SPGP Invesco S&P 500 GARP ETF 1.1 34 7 9.2 +3.4
TPIF Timothy Plan International ETF 1.1 62 -21 6.2 +0.4
ESGE iShares ESG Aware MSCI EM ETF 1.1 25 16 10.1 +4.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.1 30 11 7.0 +1.2
TMFX Motley Fool Next Index ETF 1.1 50 -9 2.6 -3.2
EFA iShares MSCI EAFE ETF 1.1 35 6 6.9 +1.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.1 49 -8 6.9 +1.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -29 3.1 -2.8
FTHF First Trust Emerging Markets Human Flourishing ETF 1.1 75 -34 8.4 +2.6
NIXT Research Affiliates Deletions ETF 1.1 9 32 8.9 +3.0
NUEM Nuveen ESG Emerging Markets Equity ETF 1.1 36 5 7.8 +2.0
FIDI Fidelity International High Dividend ETF 1.1 18 23 9.0 +3.2
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 1.0 59 -18 4.5 -1.3
BKF iShares MSCI BIC ETF 1.0 69 -28 13.3 +7.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.0 55 -14 4.2 -1.6
STXK Strive Small-Cap ETF 1.0 18 23 6.2 +0.4
CWI SPDR MSCI ACWI ex-US ETF 1.0 30 11 7.7 +1.9
LDEM iShares ESG MSCI EM Leaders ETF 1.0 17 24 13.2 +7.4
EDOG ALPS Emerging Sector Dividend Dogs ETF 1.0 60 -19 10.9 +5.0
EWU iShares MSCI United Kingdom ETF 1.0 50 -9 8.6 +2.8
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 1.0 40 1 7.1 +1.3
NUSC Nuveen ESG Small-Cap ETF 1.0 31 10 5.5 -0.3
ROE Astoria US Quality Kings ETF 1.0 49 -8 6.6 +0.8
TCHI iShares MSCI China Multisector Tech ETF 1.0 59 -18 17.5 +11.7
IEFA iShares Core MSCI EAFE ETF 1.0 7 34 7.2 +1.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.0 15 26 4.6 -1.3
WBIY WBI Power Factor High Dividend ETF 1.0 100 -59 15.2 +9.4
IDLV Invesco S&P International Developed Low Volatility ETF 1.0 25 16 6.5 +0.7
IJS iShares S&P Small-Cap 600 Value ETF 1.0 18 23 10.2 +4.3
BKSE BNY Mellon US Small Cap Core Equity ETF 1.0 4 37 6.2 +0.4
SCHF Schwab International Equity ETF 1.0 6 35 7.4 +1.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.0 45 -4 8.9 +3.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 2 6.6 +0.8
IDEV iShares Core MSCI International Developed Markets ETF 0.9 4 37 7.2 +1.4
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.9 41 0 8.9 +3.1
STXI Strive International Developed Markets ETF 0.9 29 12 7.0 +1.1
DWMF WisdomTree International Multifactor Fund 0.9 38 3 7.0 +1.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.9 10 31 10.2 +4.4
VEA Vanguard FTSE Developed Markets ETF 0.9 3 38 7.3 +1.5
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.9 36 5 6.9 +1.1
SLYV SPDR S&P 600 Small Cap Value ETF 0.9 15 26 10.2 +4.4
VTWG Vanguard Russell 2000 Growth ETF 0.9 10 31 1.5 -4.3
IWO iShares Russell 2000 Growth ETF 0.9 24 17 1.4 -4.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.9 24 17 7.5 +1.7
RSSL Global X Russell 2000 ETF 0.9 8 33 4.5 -1.3
FEUZ First Trust Eurozone AlphaDEX ETF 0.9 80 -39 9.1 +3.3
FNDF Schwab Fundamental International Large Co. Index ETF 0.9 25 16 9.6 +3.7
IMFL Invesco International Developed Dynamic Multifactor ETF 0.9 34 7 6.0 +0.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.9 3 38 7.2 +1.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.9 35 6 9.3 +3.5
HFXI IQ FTSE International Equity Currency Neutral ETF 0.9 20 21 7.2 +1.4
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 -18 4.3 -1.5
IWM iShares Russell 2000 ETF 0.9 19 22 4.6 -1.2
VTWO Vanguard Russell 2000 ETF 0.9 7 34 4.6 -1.2
SDIV Global X Superdividend ETF 0.9 58 -17 40.4 +34.6
DISV Dimensional International Small Cap Value ETF 0.9 42 -1 9.5 +3.7
ACWX iShares MSCI ACWI ex U.S. ETF 0.9 34 7 7.8 +2.0
IWN iShares Russell 2000 Value ETF 0.9 24 17 7.8 +2.0
DFAI Dimensional International Core Equity Market ETF 0.9 18 23 7.3 +1.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.9 20 21 7.0 +1.2
VTWV Vanguard Russell 2000 Value ETF 0.9 10 31 7.9 +2.1
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.9 90 -49 7.7 +1.9
DEM WisdomTree Emerging Markets High Dividend Fund 0.9 63 -22 13.2 +7.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.9 60 -19 7.7 +1.9
RAYC Rayliant Quantamental China Equity ETF 0.9 80 -39 8.6 +2.8
JHMD John Hancock Multifactor Developed International ETF 0.9 39 2 7.6 +1.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.9 4 37 8.2 +2.4
VAMO Cambria Value & Momentum ETF 0.9 61 -20 6.3 +0.5
IXUS iShares Core MSCI Total International Stock ETF 0.9 7 34 8.0 +2.2
VXUS Vanguard Total International Stock ETF 0.9 5 36 8.0 +2.2
PXH Invesco FTSE RAFI Emerging Markets ETF 0.8 49 -8 15.9 +10.1
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.8 30 11 9.9 +4.1
DFSI Dimensional International Sustainability Core 1 ETF 0.8 24 17 6.4 +0.6
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.8 35 6 10.6 +4.8
JSTC Adasina Social Justice All Cap Global ETF 0.8 89 -48 4.8 -1.0
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 23 8.9 +3.1
FICS First Trust International Developed Capital Strength ETF 0.8 70 -29 6.2 +0.4
EWO iShares MSCI Austria ETF 0.8 50 -9 11.2 +5.4
BKIE BNY Mellon International Equity ETF 0.8 4 37 7.1 +1.3
PSC Principal U.S. Small-Cap ETF 0.8 38 3 6.9 +1.1
MDYV SPDR S&P 400 Mid Cap Value ETF 0.8 15 26 8.9 +3.1
DFIS Dimensional International Small Cap ETF 0.8 39 2 7.4 +1.6
FSZ First Trust Switzerland AlphaDEX Fund 0.8 80 -39 5.2 -0.7
AVDE Avantis International Equity ETF 0.8 23 18 7.6 +1.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.8 10 31 8.9 +3.1
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.8 32 9 17.5 +11.7
DEW WisdomTree Global High Dividend Fund 0.8 58 -17 8.7 +2.9
CIL VictoryShares International Volatility Wtd ETF 0.8 45 -4 6.6 +0.8
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 -1 6.8 +1.0
QQQS Invesco NASDAQ Future Gen 200 ETF 0.8 20 21 -2.7 -8.5
JPIN J.P. Morgan Diversified Return International Equity ETF 0.8 37 4 8.5 +2.7
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.8 50 -9 11.4 +5.6
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.8 65 -24 11.5 +5.7
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.8 70 -29 7.8 +1.9
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 12 4.7 -1.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.7 41 0 7.8 +2.0
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 35 9.4 +3.6
AVSD Avantis Responsible International Equity ETF 0.7 23 18 5.7 -0.2
PGJ Invesco Golden Dragon China ETF 0.7 70 -29 9.9 +4.1
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.7 80 -39 4.9 -1.0
ECH iShares MSCI Chile ETF 0.7 58 -17 8.9 +3.1
FDWM Fidelity Women's Leadership ETF 0.7 59 -18 5.0 -0.8
FLGB Franklin FTSE United Kingdom ETF 0.7 9 32 8.0 +2.1
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.7 18 23 7.6 +1.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 32 4.5 -1.3
SQLV Royce Quant Small-Cap Quality Value ETF 0.7 60 -19 9.8 +3.9
RNEM First Trust Emerging Markets Equity Select ETF 0.7 75 -34 7.0 +1.2
DIVI Franklin International Core Dividend Tilt Index ETF 0.7 9 32 8.1 +2.3
JSML Janus Henderson Small Cap Growth Alpha ETF 0.7 30 11 8.3 +2.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.7 38 3 9.4 +3.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.7 39 2 5.9 +0.0
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.7 59 -18 11.7 +5.9
AVES Avantis Emerging Markets Value ETF 0.7 36 5 11.6 +5.8
FLIN Franklin FTSE India ETF 0.7 19 22 3.9 -1.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 24 5.9 +0.1
EMXC iShares MSCI Emerging Markets ex China ETF 0.7 25 16 7.7 +1.9
EIS iShares MSCI Israel ETF 0.7 58 -17 7.6 +1.8
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.7 53 -12 7.7 +1.9
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.7 45 -4 10.5 +4.7
PSCI Invesco S&P SmallCap Industrials ETF 0.6 29 12 5.5 -0.4
SFYX SoFi Next 500 ETF 0.6 0 41 6.0 +0.2
DFAE Dimensional Emerging Core Equity Market ETF 0.6 35 6 9.4 +3.6
EWX SPDR S&P Emerging Markets Small Cap ETF 0.6 65 -24 8.1 +2.3
BIBL Inspire 100 ETF 0.6 35 6 5.2 -0.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 8 33 6.8 +1.0
GXC SPDR S&P China ETF 0.6 59 -18 16.4 +10.6
DFAS Dimensional U.S. Small Cap ETF 0.6 26 15 6.6 +0.8
ISCB iShares Morningstar Small-Cap ETF 0.6 4 37 6.2 +0.4
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.6 32 9 6.8 +1.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.6 30 11 8.1 +2.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.6 30 11 10.3 +4.5
EFG iShares MSCI EAFE Growth ETF 0.6 36 5 4.3 -1.5
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.6 25 16 7.3 +1.5
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.6 58 -17 9.0 +3.2
EMGF iShares Emerging Markets Equity Factor ETF 0.6 25 16 11.9 +6.1
EQAL Invesco Russell 1000 Equal Weight ETF 0.6 20 21 7.0 +1.2
VWO Vanguard FTSE Emerging Markets ETF 0.6 7 34 10.6 +4.7
VB Vanguard Small-Cap ETF 0.6 5 36 6.2 +0.4
PSCE Invesco S&P SmallCap Energy ETF 0.6 29 12 11.9 +6.1
INDA iShares MSCI India ETF 0.6 65 -24 4.4 -1.4
BUZZ VanEck Social Sentiment ETF 0.6 75 -34 0.1 -5.8
PSCT Invesco S&P SmallCap Information Technology ETF 0.6 29 12 5.5 -0.4
FPX First Trust US Equity Opportunities ETF 0.6 61 -20 1.0 -4.8
FNK First Trust Mid Cap Value AlphaDEX Fund 0.6 70 -29 11.2 +5.4
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.6 15 26 8.2 +2.3
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.6 75 -34 9.8 +4.0
SCHC Schwab International Small-Cap Equity ETF 0.6 11 30 6.8 +1.0
IEMG iShares Core MSCI Emerging Markets ETF 0.6 9 32 10.5 +4.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -19 6.3 +0.5
GVLU Gotham 1000 Value ETF 0.6 50 -9 8.9 +3.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.6 10 31 4.4 -1.4
VLUE iShares MSCI USA Value Factor ETF 0.6 15 26 9.7 +3.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.6 10 31 4.4 -1.4
DFIC Dimensional International Core Equity 2 ETF 0.6 23 18 7.6 +1.8
NULV Nuveen ESG Large-Cap Value ETF 0.6 26 15 6.3 +0.5
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.6 24 17 8.1 +2.3
EEM iShares MSCI Emerging Markets ETF 0.6 69 -28 10.3 +4.5
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 21 5.9 +0.1
BKEM BNY Mellon Emerging Markets Equity ETF 0.6 11 30 10.1 +4.3
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.6 15 26 10.4 +4.5
TTAI FCF International Quality ETF 0.6 59 -18 7.0 +1.2
XCNY SPDR S&P Emerging Markets ex-China ETF 0.6 15 26 7.6 +1.8
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.6 36 5 9.9 +4.1
VPU Vanguard Utilities ETF 0.5 9 32 5.4 -0.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.5 66 -25 10.0 +4.2
EMXF iShares ESG Advanced MSCI EM ETF 0.5 16 25 8.5 +2.7
IVLU iShares MSCI Intl Value Factor ETF 0.5 30 11 10.7 +4.9
ISCG iShares Morningstar Small-Cap Growth ETF 0.5 6 35 2.9 -2.9
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 16 8.0 +2.2
XJR iShares ESG Screened S&P Small-Cap ETF 0.5 12 29 7.5 +1.7
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.5 72 -31 -0.8 -6.6
SCHA Schwab U.S. Small-Cap ETF 0.5 4 37 6.3 +0.4
IDHQ Invesco S&P International Developed High Quality ETF 0.5 29 12 6.6 +0.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.5 39 2 8.2 +2.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 21 5.8 -0.0
INTF iShares International Equity Factor ETF 0.5 15 26 7.8 +2.0
AVDS Avantis International Small Cap Equity ETF 0.5 30 11 7.6 +1.8
XC WisdomTree Emerging Markets Ex-China Fund 0.5 32 9 6.0 +0.2
FUTY Fidelity MSCI Utilities Index ETF 0.5 8 33 5.5 -0.4
IJR iShares Core S&P Small Cap ETF 0.5 6 35 7.9 +2.1
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.5 39 2 16.2 +10.4
STXE Strive Emerging Markets Ex-China ETF 0.5 32 9 7.8 +2.0
NETZ TCW Transform Systems ETF 0.5 75 -34 2.6 -3.2
TPSC Timothy Plan US Small Cap Core ETF 0.5 52 -11 7.0 +1.2
WCEO Hypatia Women CEO ETF 0.5 85 -44 4.4 -1.4
AVEM Avantis Emerging Markets Equity ETF 0.5 33 8 9.2 +3.4
JHEM John Hancock Multifactor Emerging Markets ETF 0.5 49 -8 10.4 +4.6
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.5 42 -1 9.9 +4.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.5 71 -30 0.5 -5.3
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 7 34 7.8 +2.0
MDY SPDR S&P Midcap 400 ETF Trust 0.5 24 17 7.3 +1.5
IJH iShares Core S&P Mid-Cap ETF 0.5 5 36 7.5 +1.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 26 7.5 +1.7
DFNV Donoghue Forlines Innovation ETF 0.5 69 -28 4.5 -1.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 38 7.9 +2.1
FLCH Franklin FTSE China ETF 0.5 19 22 16.7 +10.9
AVSC Avantis U.S Small Cap Equity ETF 0.5 25 16 6.0 +0.2
RODE Hartford Multifactor Diversified International ETF 0.5 29 12 12.7 +6.9
EES WisdomTree U.S. SmallCap Fund 0.5 38 3 9.1 +3.3
KNO AXS Knowledge Leaders ETF 0.5 78 -37 6.0 +0.2
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.5 3 38 7.5 +1.7
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 7 34 7.4 +1.6
SCHE Schwab Emerging Markets Equity ETF 0.4 11 30 11.1 +5.3
EPP iShares MSCI Pacific ex-Japan ETF 0.4 47 -6 5.4 -0.4
KLMT Invesco MSCI Global Climate 500 ETF 0.4 10 31 5.9 +0.1
ROAM Hartford Multifactor Emerging Markets ETF 0.4 44 -3 11.9 +6.1
USMF WisdomTree U.S. Multifactor Fund 0.4 28 13 6.9 +1.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.4 35 6 7.8 +2.0
DIM WisdomTree International MidCap Dividend Fund 0.4 58 -17 7.6 +1.8
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.4 80 -39 10.0 +4.2
EWL iShares MSCI Switzerland ETF 0.4 50 -9 6.0 +0.2
CRTC Xtrackers US National Critical Technologies ETF 0.4 35 6 4.9 -1.0
DXIV Dimensional International Vector Equity ETF 0.4 34 7 8.0 +2.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.4 64 -23 2.4 -3.5
VIDI Vident International Equity Strategy ETF 0.4 61 -20 11.4 +5.6
JHMM John Hancock Multifactor Mid Cap ETF 0.4 42 -1 6.5 +0.7
HKND Humankind US Stock ETF 0.4 11 30 7.2 +1.4
CARZ First Trust NASDAQ Global Auto Index Fund 0.4 70 -29 5.2 -0.6
ECON Columbia Emerging Markets Consumer ETF 0.4 49 -8 12.4 +6.6
PPIE Putnam PanAgora ESG International Equity ETF 0.4 49 -8 7.4 +1.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 16 8.1 +2.2
SIXS ETC 6 Meridian Small Cap Equity ETF 0.4 89 -48 10.2 +4.3
DEEP Roundhill Acquirers Deep Value ETF 0.4 80 -39 17.5 +11.7
FCA First Trust China AlphaDEX Fund 0.4 80 -39 9.0 +3.2
EWJV iShares MSCI Japan Value ETF 0.4 15 26 9.4 +3.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 -1 5.4 -0.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.4 29 12 8.7 +2.9
DFSV Dimensional US Small Cap Value ETF 0.4 31 10 10.4 +4.6
MCHI iShares MSCI China ETF 0.4 59 -18 17.8 +11.9
SPEM SPDR Portfolio Emerging Markets ETF 0.4 7 34 10.6 +4.8
VXF Vanguard Extended Market ETF 0.4 5 36 4.8 -1.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.4 15 26 8.0 +2.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -54 0.6 -5.2
FTRI First Trust Indxx Global Natural Resources Income ETF 0.4 70 -29 8.1 +2.3
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -39 11.2 +5.4
AVMC Avantis U.S. Mid Cap Equity ETF 0.4 18 23 7.0 +1.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.4 4 37 6.2 +0.4
GLBL Pacer MSCI World Industry Advantage ETF 0.4 65 -24 4.2 -1.6
GWX SPDR S&P International Small Cap ETF 0.4 40 1 6.3 +0.5
AVSE Avantis Responsible Emerging Markets Equity ETF 0.4 33 8 8.6 +2.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.4 65 -24 6.4 +0.6
SSPY Syntax Stratified LargeCap ETF 0.4 30 11 6.7 +0.9
FQAL Fidelity Quality Factor ETF 0.4 15 26 5.7 -0.1
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.4 33 8 10.1 +4.3
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 21 6.4 +0.6
VT Vanguard Total World Stock ETF 0.4 6 35 6.0 +0.2
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 29 5.5 -0.3
IEUS iShares MSCI Europe Small-Cap ETF 0.4 42 -1 7.2 +1.4
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.4 33 8 8.6 +2.8
ISMD Inspire Small/Mid Cap ETF 0.4 54 -13 6.1 +0.2
LIVR Intelligent Livermore ETF 0.3 69 -28 6.2 +0.4
DFEV Dimensional Emerging Markets Value ETF 0.3 43 -2 13.3 +7.5
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.3 70 -29 4.7 -1.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.3 25 16 7.1 +1.3
GMF SPDR S&P Emerging Asia Pacific ETF 0.3 49 -8 9.5 +3.7
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.3 32 9 9.3 +3.5
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 22 9.5 +3.7
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.3 19 22 6.0 +0.2
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.3 65 -24 5.9 +0.1
ACWI iShares MSCI ACWI ETF 0.3 32 9 5.7 -0.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.3 60 -19 2.1 -3.7
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 1 7.0 +1.2
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 11 6.1 +0.3
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 3 8.9 +3.0
VSGX Vanguard ESG International Stock ETF 0.3 10 31 7.9 +2.1
SMIN iShares MSCI India Small Cap ETF 0.3 79 -38 3.6 -2.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 17 8.2 +2.4
EZM WisdomTree U.S. MidCap Fund 0.3 38 3 9.3 +3.4
TOK iShares MSCI Kokusai ETF 0.3 26 15 5.2 -0.7
URTH iShares MSCI World ETF 0.3 24 17 5.2 -0.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 2 9.6 +3.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 32 5.9 +0.1
RAYD Rayliant Quantitative Developed Market Equity ETF 0.3 80 -39 4.5 -1.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 34 6.2 +0.4
VIS Vanguard Industrials ETF 0.3 9 32 4.6 -1.2
ESIX SPDR S&P SmallCap 600 ESG ETF 0.3 12 29 8.2 +2.4
KSTR KraneShares SSE STAR Market 50 Index ETF 0.3 89 -48 1.7 -4.1
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.3 80 -39 9.7 +3.9
BRF VanEck Brazil Small-Cap ETF 0.3 66 -25 11.0 +5.2
EWZS iShares MSCI Brazil Small-Cap ETF 0.3 59 -18 10.6 +4.8
AVMV Avantis U.S. Mid Cap Value ETF 0.3 20 21 8.8 +3.0
FIDU Fidelity MSCI Industrial Index ETF 0.3 8 33 4.5 -1.3
FESM Fidelity Enhanced Small Cap ETF 0.3 28 13 7.8 +2.0
BFOR ALPS Barron's 400 ETF 0.3 65 -24 6.0 +0.2
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.3 95 -54 12.7 +6.9
USMV iShares MSCI USA Min Vol Factor ETF 0.3 15 26 5.7 -0.1
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.3 35 6 19.3 +13.4
EEMA iShares MSCI Emerging Markets Asia ETF 0.3 49 -8 10.1 +4.3
KOKU Xtrackers MSCI Kokusai Equity ETF 0.3 9 32 5.3 -0.5
NULC Nuveen ESG Large-Cap ETF 0.3 21 20 4.8 -1.0
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 35 8.2 +2.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.3 18 23 5.8 -0.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -6 9.3 +3.5
GLOF iShares Global Equity Factor ETF 0.3 20 21 6.7 +0.9
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 13 9.5 +3.7
VPL Vanguard FTSE Pacific ETF 0.3 7 34 7.1 +1.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.3 15 26 6.1 +0.3
DXUV Dimensional US Vector Equity ETF 0.3 28 13 6.3 +0.5
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.3 70 -29 9.3 +3.5
JHID John Hancock International High Dividend ETF 0.3 46 -5 9.9 +4.0
IPAC iShares Core MSCI Pacific ETF 0.2 9 32 6.7 +0.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 21 6.0 +0.1
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 26 7.2 +1.4
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.2 58 -17 9.7 +3.9
FTEC Fidelity MSCI Information Technology Index ETF 0.2 8 33 4.1 -1.8
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 26 6.3 +0.5
XOP SPDR S&P Oil & Gas Exploration & Production ETF 0.2 35 6 15.4 +9.6
VFMV Vanguard U.S. Minimum Volatility ETF 0.2 13 28 5.7 -0.1
FLSW Franklin FTSE Switzerland ETF 0.2 9 32 6.3 +0.4
VEGN US Vegan Climate ETF 0.2 60 -19 4.5 -1.3
PIN Invesco India ETF 0.2 78 -37 4.3 -1.5
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 -7 7.1 +1.3
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 -24 8.9 +3.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 12 7.9 +2.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 32 6.1 +0.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.2 15 26 8.1 +2.3
XLK Technology Select Sector SPDR Fund 0.2 8 33 4.5 -1.3
VGT Vanguard Information Technology ETF 0.2 9 32 4.1 -1.8
IWS iShares Russell Mid-Cap Value ETF 0.2 23 18 6.8 +1.0
XCEM Columbia EM Core ex-China ETF 0.2 16 25 8.1 +2.3
FLKR Franklin FTSE South Korea ETF 0.2 9 32 9.5 +3.7
DTAN Sparkline International Intangible Value ETF 0.2 55 -14 8.1 +2.3
MGMT Ballast Small/Mid Cap ETF 0.2 110 -69 9.0 +3.2
WDNA WisdomTree BioRevolution Fund 0.2 45 -4 -1.3 -7.1
DFUV Dimensional US Marketwide Value ETF 0.2 22 19 7.6 +1.8
EBI Longview Advantage ETF 0.2 35 6 6.7 +0.9
IWR iShares Russell Midcap ETF 0.2 19 22 5.9 +0.1
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.2 40 1 12.8 +7.0
UMMA Wahed Dow Jones Islamic World ETF 0.2 65 -24 5.1 -0.7
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 22 7.1 +1.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 -11 5.5 -0.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 -17 5.4 -0.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.2 25 16 6.0 +0.1
EIPX FT Energy Income Partners Strategy ETF 0.2 95 -54 8.3 +2.5
EXI iShares Global Industrials ETF 0.2 42 -1 4.5 -1.3
VOT Vanguard Mid-Cap Growth ETF 0.2 7 34 3.5 -2.3
EWJ iShares MSCI Japan ETF 0.2 50 -9 6.7 +0.8
EWC iShares MSCI Canada ETF 0.2 50 -9 6.4 +0.6
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 18 8.4 +2.5
DFE WisdomTree Europe SmallCap Dividend Fund 0.2 58 -17 8.1 +2.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.2 15 26 4.7 -1.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -20 6.4 +0.6
IWC iShares Micro-Cap ETF 0.2 60 -19 -0.6 -6.4
SCHY Schwab International Dividend Equity ETF 0.2 14 27 9.6 +3.8
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 29 7.2 +1.4
IDU iShares U.S. Utilities ETF 0.2 40 1 4.9 -1.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 17 7.9 +2.1
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 -26 10.1 +4.3
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 -6 7.0 +1.2
DFLV Dimensional US Large Cap Value ETF 0.2 22 19 7.9 +2.1
SIZE iShares MSCI USA Size Factor ETF 0.2 15 26 5.8 0.0
PTL Inspire 500 ETF 0.2 9 32 5.4 -0.4
VFVA Vanguard U.S. Value Factor ETF 0.2 13 28 11.2 +5.4
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 24 5.6 -0.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -39 8.1 +2.3
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 32 6.1 +0.3
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 18 3.4 -2.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 20 3.8 -2.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.2 25 16 5.8 +0.0
FLJP Franklin FTSE Japan ETF 0.2 9 32 6.7 +0.9
FMDE Fidelity Enhanced Mid Cap ETF 0.2 23 18 5.8 -0.1
TTAC FCF US Quality ETF 0.2 59 -18 6.0 +0.2
IGM iShares Expanded Tech Sector ETF 0.2 41 0 3.9 -1.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 2 9.6 +3.8
DEHP Dimensional Emerging Markets High Profitability ETF 0.2 41 0 6.8 +1.0
STXM Strive Mid-Cap ETF 0.2 18 23 6.4 +0.6
IJK iShares S&P Mid-Cap 400 Growth ETF 0.2 17 24 6.0 +0.2
PICK iShares MSCI Global Metals & Mining Producers ETF 0.2 39 2 13.6 +7.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.1 10 31 6.0 +0.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.1 15 26 6.0 +0.2
FLJH Franklin FTSE Japan Hedged ETF 0.1 9 32 6.8 +0.9
IMCB iShares Morningstar Mid-Cap ETF 0.1 4 37 6.0 +0.2
DIHP Dimensional International High Profitability ETF 0.1 29 12 7.2 +1.4
EEMO Invesco S&P Emerging Markets Momentum ETF 0.1 29 12 6.5 +0.7
DFIV Dimensional International Value ETF 0.1 27 14 10.0 +4.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 22 5.2 -0.6
AVSU Avantis Responsible U.S. Equity ETF 0.1 15 26 6.1 +0.3
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -34 5.3 -0.5
IXN iShares Global Tech ETF 0.1 41 0 3.9 -1.9
CNXT VanEck ChiNext ETF 0.1 65 -24 6.1 +0.3
DCOR Dimensional US Core Equity 1 ETF 0.1 14 27 5.5 -0.3
HLGE Hartford Longevity Economy ETF 0.1 44 -3 6.5 +0.7
VBR Vanguard Small Cap Value ETF 0.1 7 34 9.2 +3.4
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 23 5.5 -0.4
VWID Virtus WMC International Dividend ETF 0.1 49 -8 8.8 +3.0
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 29 8.3 +2.5
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 16 10.2 +4.4
VDE Vanguard Energy ETF 0.1 9 32 9.3 +3.5
VLU SPDR S&P 1500 Value Tilt ETF 0.1 12 29 7.6 +1.8
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 26 5.7 -0.1
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 21 9.6 +3.8
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 28 3.2 -2.7
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 -17 8.4 +2.6
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 6 5.9 +0.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 1 5.8 0.0
THRO iShares U.S. Thematic Rotation Active ETF 0.1 90 -49 4.0 -1.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 2 6.1 +0.3
DFAU Dimensional US Core Equity Market ETF 0.1 12 29 5.1 -0.7
IUSV iShares Core S&P US Value ETF 0.1 4 37 6.5 +0.7
AVUS Avantis U.S. Equity ETF 0.1 15 26 5.9 +0.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 26 5.0 -0.8
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 23 6.8 +0.9
VO Vanguard Mid-Cap ETF 0.1 4 37 5.8 +0.0
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 32 4.8 -1.0
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 5 4.1 -1.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 38 5.0 -0.8
STXV Strive 1000 Value ETF 0.1 18 23 8.1 +2.3
FENY Fidelity MSCI Energy Index ETF 0.1 8 33 9.3 +3.5
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 29 6.6 +0.8
JHML John Hancock Multifactor Large Cap ETF 0.1 29 12 5.4 -0.4
DFUS Dimensional U.S. Equity ETF 0.1 9 32 4.9 -0.9
IWV iShares Russell 3000 ETF 0.1 20 21 4.9 -1.0
QGRO American Century U.S. Quality Growth ETF 0.1 29 12 3.6 -2.3
VTHR Vanguard Russell 3000 ETF 0.1 7 34 5.0 -0.8
VTI Vanguard Total Stock Market ETF 0.1 3 38 5.0 -0.8
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 37 4.0 -1.8
DFVX Dimensional US Large Cap Vector ETF 0.1 22 19 6.2 +0.4
TUR iShares MSCI Turkey ETF 0.1 58 -17 20.6 +14.7
VONV Vanguard Russell 1000 Value ETF 0.1 7 34 6.6 +0.8
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 31 4.6 -1.2
IWD iShares Russell 1000 Value ETF 0.1 19 22 6.5 +0.7
DSI iShares MSCI KLD 400 Social ETF 0.1 25 16 4.9 -0.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 30 5.0 -0.8
AVIV Avantis International Large Cap Value ETF 0.1 25 16 8.9 +3.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.1 3 38 5.2 -0.6
SCHB Schwab U.S. Broad Market ETF 0.1 3 38 5.1 -0.7
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -9 4.9 -0.9
ILCV iShares Morningstar Value ETF 0.1 4 37 6.7 +0.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 27 5.0 -0.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.1 18 23 7.8 +1.9
IYY iShares Dow Jones U.S. ETF 0.1 20 21 4.9 -0.9
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 32 5.0 -0.8
AVUQ Avantis U.S. Quality ETF 0.1 15 26 4.9 -1.0
SPHQ Invesco S&P 500 Quality ETF 0.1 15 26 5.2 -0.7
CQQQ Invesco China Technology ETF 0.1 70 -29 10.4 +4.6
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 31 5.0 -0.8
ONEO SPDR Russell 1000 Momentum Focus ETF 0.1 20 21 7.1 +1.3
IJT iShares S&P Small-Cap 600 Growth ETF 0.1 18 23 5.6 -0.2
IVE iShares S&P 500 Value ETF 0.1 18 23 6.3 +0.4
SPYV SPDR Portfolio S&P 500 Value ETF 0.1 4 37 6.4 +0.6
VOOV Vanguard S&P 500 Value ETF 0.1 7 34 6.4 +0.5
STXG Strive 1000 Growth ETF 0.1 18 23 3.9 -1.9
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 23 5.2 -0.6
SLYG SPDR S&P 600 Small Cap Growth ETF 0.1 15 26 5.7 -0.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.1 10 31 5.7 -0.1
EPS WisdomTree U.S. LargeCap Fund 0.1 8 33 5.8 +0.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 31 5.1 -0.8
SNPV Xtrackers S&P 500 Value ESG ETF 0.1 15 26 6.8 +1.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -4 4.5 -1.3
EMLP First Trust North American Energy Infrastructure Fund 0.1 95 -54 6.0 +0.2
VFMF Vanguard U.S. Multifactor ETF 0.1 18 23 8.2 +2.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 39 5.0 -0.8
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 32 4.9 -0.9
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 32 4.8 -1.1
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 30 5.1 -0.7
SFY SoFi Select 500 ETF 0.0 0 41 4.5 -1.3
VUG Vanguard Growth ETF 0.0 4 37 4.1 -1.8
FNDB Schwab Fundamental US Broad Market Index ETF 0.0 25 16 7.2 +1.4
XVV iShares ESG Screened S&P 500 ETF 0.0 8 33 4.9 -0.9
IWB iShares Russell 1000 ETF 0.0 15 26 4.9 -0.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0 20 21 4.8 -1.0
SMMD iShares Russell 2500 ETF 0.0 15 26 6.4 +0.6
VONE Vanguard Russell 1000 ETF 0.0 7 34 5.0 -0.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.0 20 21 7.7 +1.9
IVV iShares Core S&P 500 ETF 0.0 3 38 5.0 -0.8
SPLG SPDR Portfolio S&P 500 ETF 0.0 2 39 5.1 -0.8
SPY SPDR S&P 500 ETF Trust 0.0 9 32 5.0 -0.8
VOO Vanguard S&P 500 ETF 0.0 3 38 5.1 -0.8
CATH Global X S&P 500 Catholic Values Custom ETF 0.0 29 12 4.8 -1.0
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 24 7.0 +1.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.0 20 21 5.1 -0.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.0 7 34 5.1 -0.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 29 4.6 -1.3
XMAG Defiance Large Cap ex-Mag 7 ETF 0.0 35 6 5.2 -0.7
SCHK Schwab 1000 Index ETF 0.0 5 36 5.1 -0.7
SCHX Schwab U.S. Large-Cap ETF 0.0 3 38 5.1 -0.8
AFLG First Trust Active Factor Large Cap ETF 0.0 55 -14 6.2 +0.4
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 2 6.9 +1.1
IUSG iShares Core S&P U.S. Growth ETF 0.0 4 37 4.3 -1.6
TOV JLens 500 Jewish Advocacy U.S. ETF 0.0 18 23 4.8 -1.1
IVW iShares S&P 500 Growth ETF 0.0 18 23 4.0 -1.8
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0 4 37 4.2 -1.6
VOOG Vanguard S&P 500 Growth ETF 0.0 7 34 4.2 -1.7
BKLC BNY Mellon US Large Cap Core Equity ETF 0.0 0 41 5.0 -0.8
VOTE TCW Transform 500 ETF 0.0 5 36 5.0 -0.9
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 -1 4.7 -1.1
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 26 7.9 +2.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.0 9 32 4.9 -0.9
REVS Columbia Research Enhanced Value ETF 0.0 19 22 7.7 +1.9
FELV Fidelity Enhanced Large Cap Value ETF 0.0 18 23 6.8 +1.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.0 29 12 6.5 +0.7
AVIE Avantis  Inflation Focused Equity ETF 0.0 25 16 7.3 +1.5
PBUS Invesco MSCI USA ETF 0.0 4 37 5.0 -0.8
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 38 5.0 -0.8
IUS Invesco RAFI Strategic US ETF 0.0 19 22 6.8 +0.9
STRV Strive 500 ETF 0.0 5 36 4.9 -0.9
RVRB Reverb ETF 0.0 30 11 4.7 -1.2
RWL Invesco S&P 500 Revenue ETF 0.0 39 2 6.8 +1.0
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.0 35 6 7.2 +1.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 29 4.6 -1.2
MODL VictoryShares WestEnd U.S. Sector ETF 0.0 42 -1 4.6 -1.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.0 75 -34 4.1 -1.7
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 -8 5.6 -0.2
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.0 25 16 7.4 +1.6
RECS Columbia Research Enhanced Core ETF 0.0 15 26 5.8 +0.0
IWF iShares Russell 1000 Growth ETF 0.0 19 22 4.4 -1.4
VONG Vanguard Russell 1000 Growth ETF 0.0 7 34 4.6 -1.3
VV Vanguard Large-Cap ETF 0.0 4 37 4.9 -0.9
APIE ActivePassive International Equity ETF 0.0 45 -4 7.4 +1.6
DIVB iShares Core Dividend ETF 0.0 5 36 7.6 +1.8
VYM Vanguard High Dividend Yield Index ETF 0.0 6 35 7.2 +1.4
GSPY Gotham Enhanced 500 ETF 0.0 50 -9 5.4 -0.5
FNDX Schwab Fundamental US Large Co. Index ETF 0.0 25 16 7.2 +1.4
APUE ActivePassive U.S. Equity ETF 0.0 45 -4 4.7 -1.1
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 13 6.4 +0.6
AVDV Avantis International Small Cap Value ETF 0.0 36 5 10.1 +4.3
FBCG Fidelity Blue Chip Growth ETF 0.0 59 -18 2.9 -2.9
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.0 20 21 10.7 +4.9

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:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 9.0 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 41 bp
Equals: ALTAR Score 5.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 CATEGORY
AVERAGE		 1.57
 
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.