iShares Global Clean Energy ETF
ALTAR
Score™		 3.0% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 25.0x P/Sales
ratio		 1.5x
P/BV
ratio		 1.8x Div.
yield		 1.7%


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

FUND BASICS
Category Global Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date Jun 24, 2008
Assets (mns) $2,010
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) $21,703
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
BLOOM ENERGY CORPORATION CLASS A 9.6 %
FIRST SOLAR INC 8.0 %
NEXTRACKER, INC. CLASS A 6.6 %
IBERDROLA SA 6.0 %
VESTAS WIND SYSTEMS A/S 4.5 %
EDP-ENERGIAS DE PORTUGAL SA 3.9 %
CHINA YANGTZE POWER CO LTD-A 3.5 %
CHUBU ELECTRIC POWER CO INC 3.3 %
EQUATORIAL ENERGIA SA - ORD 3.3 %
SUZLON ENERGY LIMITED 3.1 %
Total 51.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 37.9 %
SPAIN 8.2 %
BRAZIL 8.1 %
CHINA 8.1 %
DENMARK 6.8 %
INDIA 5.6 %
PORTUGAL 3.6 %
JAPAN 3.4 %
CANADA 3.1 %
GERMANY 1.7 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
53.6% 34.8% -1.2% 7.8% -4.3%

Market Correlations
versus... Beta R-squared
S&P500 1.16 34%
MSCI EAFE 0.96 30%
MSCI Emg. Mkts. 0.77 23%

Technical Indicators
Recent close $17.77
30d moving avg. $16.17
Annualized volatility 25.8%
Short interest (ETF) 5.4%
Relative strength (RSI) 67

Liquidity measures
Avg. volume (thou.) 3,656
Turnover 3.2%
Bid/Ask (% of price) 0.06%
ADV underlying (mns) $6,204

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 696 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™: 3.0%


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
(%)
FRNW Fidelity Clean Energy ETF 52.8 39 2 2.1 -0.9
VCLN Virtus Duff & Phelps Clean Energy ETF 45.3 59 -18 3.9 +0.9
CTEC Global X CleanTech ETF 34.1 50 -9 0.5 -2.5
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 30.7 58 -17 -1.9 -4.9
SMOG VanEck Low Carbon Energy ETF 28.3 61 -20 1.5 -1.5
TAN Invesco Solar ETF 24.7 67 -26 5.6 +2.6
ACES ALPS Clean Energy ETF 24.0 55 -14 -2.5 -5.5
CNRG SPDR S&P Kensho Clean Power ETF 23.1 45 -4 1.5 -1.5
FAN First Trust Global Wind Energy ETF 20.9 60 -19 4.0 +1.0
PBD Invesco Global Clean Energy ETF 20.0 75 -34 0.8 -2.2
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 19.0 79 -38 4.8 +1.9
RNRG Global X Renewable Energy Producers ETF 18.8 66 -25 5.0 +2.1
ERTH Invesco MSCI Sustainable Future ETF 18.6 62 -21 3.3 +0.3
PBW Invesco WilderHill Clean Energy ETF 15.4 66 -25 -3.2 -6.2
OCEN IQ Clean Oceans ETF 14.9 45 -4 5.1 +2.1
IBAT iShares Energy Storage & Materials ETF 14.4 47 -6 2.5 -0.5
ETEC iShares Breakthrough Environmental Solutions ETF 12.2 47 -6 3.4 +0.4
GSFP Goldman Sachs Future Planet Equity ETF 11.7 75 -34 4.2 +1.2
HYDR Global X Hydrogen ETF 11.6 50 -9 -4.7 -7.7
SDG iShares MSCI Global Sustainable Development Goals ETF 11.3 49 -8 4.9 +2.0
CLNR IQ Cleaner Transport ETF 10.9 45 -4 5.0 +2.0
SIMS SPDR S&P Kensho Intelligent Structures ETF 10.5 45 -4 4.7 +1.7
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 10.3 75 -34 7.0 +4.0
WBAT WisdomTree Battery Value Chain and Innovation Fund 10.2 45 -4 1.4 -1.6
BLLD JPMorgan Sustainable Infrastructure ETF 8.0 49 -8 5.9 +2.9
JXI iShares Global Utilities ETF 7.7 43 -2 5.5 +2.6
HAP VanEck Natural Resources ETF 7.5 50 -9 9.1 +6.1
CCSO Carbon Collective Climate Solutions US Equity ETF 7.2 35 6 1.2 -1.8
KGRN KraneShares MSCI China Clean Technology Index ETF 6.8 79 -38 0.3 -2.7
EDEN iShares MSCI Denmark ETF 6.7 53 -12 6.5 +3.5
CCNR ALPS CoreCommodity Natural Resources ETF 6.6 39 2 9.4 +6.4
IPO Renaissance IPO ETF 6.6 60 -19 3.4 +0.4
TEMP JPMorgan Climate Change Solutions ETF 6.3 49 -8 5.6 +2.6
EWP iShares MSCI Spain ETF 6.0 50 -9 6.7 +3.7
EWZ iShares MSCI Brazil ETF 5.6 58 -17 12.2 +9.3
DTEC ALPS Disruptive Technologies ETF 5.5 50 -9 3.7 +0.7
DRIV Global X Autonomous & Electric Vehicles ETF 5.5 68 -27 4.6 +1.6
INEQ Columbia International Equity Income ETF 5.4 45 -4 7.6 +4.6
OBOR KraneShares MSCI One Belt One Road Index ETF 5.0 79 -38 7.9 +4.9
ITEQ BlueStar Israel Technology ETF 4.8 75 -34 1.6 -1.3
ZAP Global X U.S. Electrification ETF 4.7 50 -9 3.7 +0.7
XT iShares Exponential Technologies ETF 4.7 46 -5 4.6 +1.6
MADE iShares U.S. Manufacturing ETF 4.5 40 1 4.8 +1.8
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 4.5 59 -18 4.7 +1.7
FLBR Franklin FTSE Brazil ETF 4.5 19 22 13.9 +10.9
IGF iShares Global Infrastructure ETF 3.8 41 0 4.7 +1.7
GII SPDR S&P Global Infrastructure ETF 3.8 40 1 4.7 +1.7
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 3.8 9 32 8.9 +5.9
BATT Amplify Lithium & Battery Technology ETF 3.7 59 -18 2.8 -0.2
FXN First Trust Energy AlphaDEX Fund 3.7 62 -21 15.4 +12.4
KOMP SPDR S&P Kensho New Economies Composite ETF 3.6 20 21 2.8 -0.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.5 58 -17 4.3 +1.3
AGQI First Trust Active Global Quality Income ETF 3.5 85 -44 4.6 +1.6
SFLO VictoryShares Small Cap Free Cash Flow ETF 3.5 49 -8 11.3 +8.3
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 3.5 55 -14 7.0 +4.1
LIVR Intelligent Livermore ETF 3.5 69 -28 3.4 +0.4
PRN Invesco Dorsey Wright Industrials Momentum ETF 3.3 60 -19 1.9 -1.1
PSCT Invesco S&P SmallCap Information Technology ETF 3.1 29 12 4.6 +1.6
ETHO Etho Climate Leadership U.S. ETF 3.1 47 -6 5.7 +2.7
LOUP Innovator Deepwater Frontier Tech ETF 3.1 70 -29 1.2 -1.8
ISRA VanEck Israel ETF 3.1 59 -18 6.8 +3.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 3.0 39 2 -1.2 -4.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.0 47 -6 5.7 +2.7
FID First Trust S&P International Dividend Aristocrats ETF 3.0 60 -19 7.7 +4.7
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 3.0 59 -18 9.9 +6.9
IGRO iShares International Dividend Growth ETF 2.9 15 26 7.1 +4.2
XSD SPDR S&P Semiconductor ETF 2.9 35 6 3.8 +0.8
FLN First Trust Latin America AlphaDEX Fund 2.9 80 -39 11.1 +8.1
GLIN VanEck India Growth Leaders ETF 2.8 77 -36 5.8 +2.8
UEVM VictoryShares Emerging Markets Value Momentum ETF 2.8 45 -4 10.0 +7.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.8 60 -19 6.4 +3.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.7 39 2 2.8 -0.2
FLLA Franklin FTSE Latin America ETF 2.7 19 22 12.5 +9.5
FEZ SPDR EURO STOXX 50 ETF 2.5 29 12 6.4 +3.4
WDIV SPDR S&P Global Dividend ETF 2.5 40 1 9.0 +6.0
EFAS Global X MSCI SuperDividend EAFE ETF 2.4 57 -16 8.7 +5.7
DVYE iShares Emerging Markets Dividend ETF 2.4 49 -8 17.9 +14.9
TRFM AAM Transformers ETF 2.4 49 -8 1.2 -1.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.4 70 -29 2.2 -0.8
EELV Invesco S&P Emerging Markets Low Volatility ETF 2.4 29 12 8.8 +5.8
IWO iShares Russell 2000 Growth ETF 2.4 24 17 0.8 -2.2
VTWG Vanguard Russell 2000 Growth ETF 2.4 10 31 1.0 -2.0
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 2.4 65 -24 6.8 +3.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 2.3 20 21 6.1 +3.1
EUDV ProShares MSCI Europe Dividend Growers ETF 2.3 55 -14 6.2 +3.2
EFAV iShares MSCI EAFE Min Vol Factor ETF 2.3 22 19 6.0 +3.0
NUDM Nuveen ESG International Developed Markets Equity ETF 2.3 31 10 5.9 +2.9
WWJD Inspire International ETF 2.3 80 -39 7.1 +4.1
DTH WisdomTree International High Dividend Fund 2.2 58 -17 8.1 +5.1
IJS iShares S&P Small-Cap 600 Value ETF 2.2 18 23 10.1 +7.1
EZU iShares MSCI Eurozone ETF 2.2 52 -11 6.4 +3.5
FEUZ First Trust Eurozone AlphaDEX ETF 2.1 80 -39 7.8 +4.8
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 2.1 45 -4 6.7 +3.7
NUMV Nuveen ESG Mid-Cap Value ETF 2.1 31 10 7.0 +4.0
CNYA iShares MSCI China A ETF 2.1 60 -19 6.9 +3.9
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.1 60 -19 4.6 +1.6
VBK Vanguard Small-Cap Growth ETF 2.0 7 34 1.8 -1.2
BRAZ Global X Brazil Active ETF 2.0 75 -34 12.0 +9.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 10 31 10.0 +7.1
SLYV SPDR S&P 600 Small Cap Value ETF 2.0 15 26 10.1 +7.1
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 2.0 55 -14 6.7 +3.7
NIXT Research Affiliates Deletions ETF 2.0 9 32 8.5 +5.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.0 30 11 7.0 +4.0
IWM iShares Russell 2000 ETF 2.0 19 22 4.3 +1.3
VTWO Vanguard Russell 2000 ETF 2.0 7 34 4.3 +1.4
RSSL Global X Russell 2000 ETF 1.9 8 33 4.2 +1.2
SDEM Global X MSCI SuperDividend Emerging Markets ETF 1.9 67 -26 14.8 +11.8
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.9 32 9 6.0 +3.0
IQRA IQ CBRE Real Assets ETF 1.9 65 -24 5.7 +2.8
JCHI JPMorgan Active China ETF 1.8 65 -24 13.7 +10.7
CGDG Capital Group Dividend Growers ETF 1.8 47 -6 6.1 +3.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.8 55 -14 4.2 +1.2
EFV iShares MSCI EAFE Value ETF 1.7 34 7 8.7 +5.7
BKSE BNY Mellon US Small Cap Core Equity ETF 1.7 4 37 5.9 +3.0
HAIL SPDR S&P Kensho Smart Mobility ETF 1.7 45 -4 1.3 -1.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.7 95 -54 0.2 -2.7
IYE iShares U.S. Energy ETF 1.7 40 1 9.1 +6.1
IMTM iShares MSCI Intl Momentum Factor ETF 1.7 30 11 5.4 +2.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.7 60 -19 6.7 +3.8
FEM First Trust Emerging Markets AlphaDEX Fund 1.7 80 -39 11.3 +8.3
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.7 14 27 6.0 +3.0
IDMO Invesco S&P International Developed Momentum ETF 1.6 25 16 5.8 +2.9
PSCI Invesco S&P SmallCap Industrials ETF 1.6 29 12 5.7 +2.7
XMHQ Invesco S&P MidCap Quality ETF 1.6 25 16 6.8 +3.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.6 20 21 4.5 +1.5
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.6 12 29 5.9 +2.9
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 1.6 44 -3 10.4 +7.4
BLES Inspire Global Hope ETF 1.6 61 -20 6.9 +3.9
SPGP Invesco S&P 500 GARP ETF 1.6 34 7 6.9 +3.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.6 65 -24 8.1 +5.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.6 40 1 5.5 +2.6
FEP First Trust Europe AlphaDEX Fund 1.6 80 -39 8.1 +5.2
FENI Fidelity Enhanced International ETF 1.6 28 13 6.2 +3.2
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 1.6 88 -47 7.8 +4.8
DOL WisdomTree International LargeCap Dividend Fund 1.5 48 -7 6.9 +3.9
NUSC Nuveen ESG Small-Cap ETF 1.5 31 10 5.3 +2.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.5 39 2 4.4 +1.4
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.5 80 -39 6.1 +3.1
IWN iShares Russell 2000 Value ETF 1.5 24 17 7.9 +4.9
VTWV Vanguard Russell 2000 Value ETF 1.5 10 31 8.0 +5.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.5 9 32 4.0 +1.1
RCGE RockCreek Global Equality ETF 1.5 95 -54 6.8 +3.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.5 35 6 10.4 +7.5
ESGD iShares ESG Aware MSCI EAFE ETF 1.5 20 21 6.5 +3.5
SFYX SoFi Next 500 ETF 1.5 0 41 6.1 +3.1
UIVM VictoryShares International Value Momentum ETF 1.5 35 6 8.4 +5.4
EMIF iShares Emerging Markets Infrastructure ETF 1.4 60 -19 4.6 +1.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.4 39 2 6.4 +3.4
TMFX Motley Fool Next Index ETF 1.4 50 -9 3.3 +0.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.4 39 2 5.9 +2.9
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 1.4 25 16 6.4 +3.4
GINN Goldman Sachs Innovate Equity ETF 1.4 52 -11 3.6 +0.7
EPI WisdomTree India Earnings Fund 1.4 85 -44 4.9 +1.9
IQSI IQ Candriam International Equity ETF 1.4 15 26 6.2 +3.3
IEV iShares Europe ETF 1.4 67 -26 6.6 +3.6
ECOW Pacer Emerging Markets Cash Cows 100 ETF 1.4 70 -29 11.6 +8.7
FGM First Trust Germany AlphaDEX Fund 1.4 80 -39 6.8 +3.9
KALL KraneShares MSCI All China Index ETF 1.4 49 -8 12.7 +9.7
IEUR iShares Core MSCI Europe ETF 1.4 11 30 7.1 +4.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 1.4 46 -5 6.5 +3.5
FJP First Trust Japan AlphaDEX Fund 1.3 80 -39 8.3 +5.4
VGK Vanguard FTSE Europe ETF 1.3 6 35 7.3 +4.3
PSC Principal U.S. Small-Cap ETF 1.3 38 3 7.1 +4.1
FLEE Franklin FTSE Europe ETF 1.3 9 32 7.1 +4.1
BBEU JPMorgan BetaBuilders Europe ETF 1.3 9 32 7.1 +4.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.3 15 26 4.8 +1.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 29 5.0 +2.1
FNX First Trust Mid Cap Core AlphaDEX Fund 1.3 60 -19 7.1 +4.1
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.3 50 -9 5.9 +2.9
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 16 7.4 +4.4
IJJ iShares S&P Mid-Cap 400 Value ETF 1.3 18 23 8.9 +5.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.3 40 1 7.2 +4.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.3 65 -24 4.8 +1.9
WCEO Hypatia Women CEO ETF 1.3 85 -44 3.2 +0.2
DWM WisdomTree International Equity Fund 1.3 48 -7 7.1 +4.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.2 17 24 6.0 +3.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.2 59 -18 6.6 +3.6
SPEU SPDR Portfolio Europe ETF 1.2 7 34 7.2 +4.2
VYMI Vanguard International High Dividend Yield ETF 1.2 17 24 9.2 +6.2
MDYV SPDR S&P 400 Mid Cap Value ETF 1.2 15 26 8.9 +6.0
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 1.2 29 12 4.4 +1.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.2 30 11 17.5 +14.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.2 52 -11 6.3 +3.3
FXU First Trust Utilities AlphaDEX Fund 1.2 64 -23 5.5 +2.6
DIV Global X SuperDividend US ETF 1.2 45 -4 10.9 +8.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.2 10 31 9.0 +6.1
TAX Cambria Tax Aware ETF 1.2 49 -8 6.2 +3.2
JSML Janus Henderson Small Cap Growth Alpha ETF 1.2 30 11 8.3 +5.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.2 64 -23 1.2 -1.8
IQLT iShares MSCI Intl Quality Factor ETF 1.2 30 11 6.2 +3.2
JHSC John Hancock Multifactor Small Cap ETF 1.2 42 -1 6.9 +3.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.2 60 -19 -1.0 -3.9
VAMO Cambria Value & Momentum ETF 1.2 61 -20 6.5 +3.5
VOLT Tema Electrification ETF 1.2 75 -34 3.4 +0.4
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 35 9.6 +6.6
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 35 3.0 0.0
ISCB iShares Morningstar Small-Cap ETF 1.1 4 37 6.3 +3.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.1 49 -8 4.8 +1.8
ABFL Abacus FCF Leaders ETF 1.1 59 -18 5.0 +2.0
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 1.1 90 -49 4.8 +1.8
IJR iShares Core S&P Small Cap ETF 1.1 6 35 7.8 +4.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.1 49 -8 7.0 +4.0
NUEM Nuveen ESG Emerging Markets Equity ETF 1.1 36 5 7.1 +4.2
FSST Fidelity Sustainable U.S. Equity ETF 1.1 59 -18 4.3 +1.3
FPWR First Trust EIP Power Solutions ETF 1.1 96 -55 4.2 +1.2
JOET Virtus Terranova US Quality Momentum ETF 1.1 29 12 4.9 +1.9
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.1 30 11 6.9 +3.9
STXM Strive Mid-Cap ETF 1.1 18 23 6.6 +3.6
JIRE JPMorgan International Research Enhanced Equity ETF 1.1 24 17 6.9 +3.9
FPX First Trust US Equity Opportunities ETF 1.1 61 -20 1.0 -2.0
ROE Astoria US Quality Kings ETF 1.1 49 -8 6.9 +3.9
FDWM Fidelity Women's Leadership ETF 1.1 59 -18 4.9 +1.9
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 1.1 20 21 6.1 +3.2
PDP Invesco Dorsey Wright Momentum ETF 1.1 62 -21 2.0 -1.0
VB Vanguard Small-Cap ETF 1.1 5 36 6.3 +3.3
VIOO Vanguard S&P Small-Cap 600 ETF 1.0 7 34 7.8 +4.8
DWX SPDR S&P International Dividend ETF 1.0 45 -4 7.3 +4.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.0 3 38 7.8 +4.9
EFA iShares MSCI EAFE ETF 1.0 35 6 6.4 +3.4
TPIF Timothy Plan International ETF 1.0 62 -21 6.1 +3.1
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 1.0 36 5 6.3 +3.3
SQLV Royce Quant Small-Cap Quality Value ETF 1.0 60 -19 9.6 +6.7
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 1.0 40 1 6.6 +3.6
HFXI IQ FTSE International Equity Currency Neutral ETF 1.0 20 21 6.6 +3.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 1.0 35 6 6.2 +3.3
FTHF First Trust Emerging Markets Human Flourishing ETF 1.0 75 -34 9.1 +6.1
IDLV Invesco S&P International Developed Low Volatility ETF 1.0 25 16 6.6 +3.7
GSID Goldman Sachs MarketBeta International Equity ETF 1.0 20 21 6.5 +3.5
EMMF WisdomTree Emerging Markets Multifactor Fund 0.9 48 -7 6.9 +4.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.9 35 6 9.6 +6.6
DISV Dimensional International Small Cap Value ETF 0.9 42 -1 9.0 +6.1
FSZ First Trust Switzerland AlphaDEX Fund 0.9 80 -39 6.6 +3.6
IEFA iShares Core MSCI EAFE ETF 0.9 7 34 6.7 +3.8
IMFL Invesco International Developed Dynamic Multifactor ETF 0.9 34 7 5.7 +2.7
RAYC Rayliant Quantamental China Equity ETF 0.9 80 -39 8.1 +5.1
EWO iShares MSCI Austria ETF 0.9 50 -9 10.0 +7.1
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.9 72 -31 -1.3 -4.2
ENZL iShares MSCI New Zealand ETF 0.9 50 -9 3.5 +0.5
IDEV iShares Core MSCI International Developed Markets ETF 0.9 4 37 6.8 +3.8
SDIV Global X Superdividend ETF 0.9 58 -17 42.5 +39.5
VIDI Vident International Equity Strategy ETF 0.9 61 -20 10.4 +7.5
DEW WisdomTree Global High Dividend Fund 0.9 58 -17 8.4 +5.5
SCHF Schwab International Equity ETF 0.9 6 35 6.9 +3.9
DFAS Dimensional U.S. Small Cap ETF 0.9 26 15 6.8 +3.8
VXF Vanguard Extended Market ETF 0.9 5 36 4.8 +1.8
CWI SPDR MSCI ACWI ex-US ETF 0.9 30 11 7.3 +4.4
NULV Nuveen ESG Large-Cap Value ETF 0.9 26 15 6.4 +3.4
BKIE BNY Mellon International Equity ETF 0.9 4 37 6.7 +3.7
VEA Vanguard FTSE Developed Markets ETF 0.8 3 38 6.9 +3.9
XJR iShares ESG Screened S&P Small-Cap ETF 0.8 12 29 7.7 +4.7
LDEM iShares ESG MSCI EM Leaders ETF 0.8 17 24 13.6 +10.7
DWMF WisdomTree International Multifactor Fund 0.8 38 3 7.1 +4.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.8 10 31 4.4 +1.4
EDOG ALPS Emerging Sector Dividend Dogs ETF 0.8 60 -19 10.9 +7.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.8 10 31 4.3 +1.3
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.8 65 -24 10.4 +7.4
GVAL Cambria Global Value ETF 0.8 68 -27 10.6 +7.6
JSTC Adasina Social Justice All Cap Global ETF 0.8 89 -48 5.1 +2.1
AIRR First Trust RBA American Industrial Renaissance ETF 0.8 70 -29 4.9 +2.0
DFSI Dimensional International Sustainability Core 1 ETF 0.8 24 17 6.2 +3.2
TINY ProShares Nanotechnology ETF 0.8 58 -17 3.2 +0.2
VLUE iShares MSCI USA Value Factor ETF 0.8 15 26 9.0 +6.1
FIDI Fidelity International High Dividend ETF 0.8 18 23 8.2 +5.2
COLO Global X MSCI Colombia ETF 0.8 62 -21 20.2 +17.3
DFIS Dimensional International Small Cap ETF 0.8 39 2 7.1 +4.2
VIS Vanguard Industrials ETF 0.8 9 32 4.6 +1.6
SPDW SPDR Portfolio Developed World ex-US ETF 0.8 3 38 6.7 +3.7
EIS iShares MSCI Israel ETF 0.8 58 -17 7.6 +4.6
XJH iShares ESG Screened S&P Mid-Cap ETF 0.8 12 29 7.4 +4.4
QQQS Invesco NASDAQ Future Gen 200 ETF 0.8 20 21 -4.6 -7.6
BKF iShares MSCI BIC ETF 0.8 69 -28 12.7 +9.7
DFAI Dimensional International Core Equity Market ETF 0.8 18 23 6.9 +3.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.8 34 7 7.3 +4.3
FTC First Trust Large Cap Growth AlphaDEX Fund 0.8 59 -18 2.0 -1.0
AVES Avantis Emerging Markets Value ETF 0.8 36 5 10.6 +7.7
STXI Strive International Developed Markets ETF 0.8 29 12 6.4 +3.4
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.8 41 0 8.0 +5.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.8 41 0 7.1 +4.1
BIBL Inspire 100 ETF 0.8 35 6 5.2 +2.2
JHMD John Hancock Multifactor Developed International ETF 0.8 39 2 7.2 +4.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.8 8 33 7.3 +4.3
IXUS iShares Core MSCI Total International Stock ETF 0.7 7 34 7.5 +4.5
STXK Strive Small-Cap ETF 0.7 18 23 6.1 +3.2
PSCE Invesco S&P SmallCap Energy ETF 0.7 29 12 9.8 +6.8
VXUS Vanguard Total International Stock ETF 0.7 5 36 7.6 +4.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.7 25 16 9.1 +6.1
SCHA Schwab U.S. Small-Cap ETF 0.7 4 37 6.4 +3.4
NETZ TCW Transform Systems ETF 0.7 75 -34 2.5 -0.5
CIL VictoryShares International Volatility Wtd ETF 0.7 45 -4 6.4 +3.4
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 16 9.1 +6.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.7 25 16 7.1 +4.1
VEU Vanguard FTSE All-World ex-US Index Fund 0.7 4 37 7.7 +4.7
AVDE Avantis International Equity ETF 0.7 23 18 7.1 +4.1
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.7 50 -9 10.1 +7.2
AVSD Avantis Responsible International Equity ETF 0.7 23 18 5.1 +2.1
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.7 18 23 7.2 +4.3
ESIX SPDR S&P SmallCap 600 ESG ETF 0.7 12 29 8.3 +5.3
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.7 30 11 8.6 +5.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.7 45 -4 8.5 +5.5
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 21 7.3 +4.3
FLIN Franklin FTSE India ETF 0.7 19 22 4.0 +1.0
MDY SPDR S&P Midcap 400 ETF Trust 0.7 24 17 7.2 +4.3
IJH iShares Core S&P Mid-Cap ETF 0.7 5 36 7.4 +4.5
AVSC Avantis U.S Small Cap Equity ETF 0.7 25 16 5.4 +2.4
DSMC Distillate Small/Mid Cash Flow ETF 0.7 55 -14 13.1 +10.1
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.7 58 -17 8.6 +5.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.7 24 17 7.3 +4.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 7 34 7.5 +4.5
BFOR ALPS Barron's 400 ETF 0.7 65 -24 6.1 +3.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.7 3 38 7.4 +4.5
FNDC Schwab Fundamental International Small Co. Index ETF 0.7 39 2 5.8 +2.8
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.7 32 9 6.3 +3.4
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.7 80 -39 8.7 +5.7
EES WisdomTree U.S. SmallCap Fund 0.7 38 3 8.9 +5.9
SCHC Schwab International Small-Cap Equity ETF 0.7 11 30 7.6 +4.6
AFMC First Trust Active Factor Mid Cap ETF 0.6 65 -24 8.5 +5.5
INTF iShares International Equity Factor ETF 0.6 15 26 7.4 +4.4
XSMO Invesco S&P SmallCap Momentum ETF 0.6 39 2 4.5 +1.6
XOP SPDR S&P Oil & Gas Exploration & Production ETF 0.6 35 6 15.0 +12.0
HKND Humankind US Stock ETF 0.6 11 30 7.3 +4.3
USMF WisdomTree U.S. Multifactor Fund 0.6 28 13 7.4 +4.4
FCA First Trust China AlphaDEX Fund 0.6 80 -39 8.9 +5.9
OPTZ Optimize Strategy Index ETF 0.6 50 -9 4.8 +1.8
ESGE iShares ESG Aware MSCI EM ETF 0.6 25 16 9.1 +6.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 16 9.1 +6.1
JPIN J.P. Morgan Diversified Return International Equity ETF 0.6 37 4 7.9 +4.9
FQAL Fidelity Quality Factor ETF 0.6 15 26 5.7 +2.8
PGJ Invesco Golden Dragon China ETF 0.6 70 -29 13.1 +10.1
GVLU Gotham 1000 Value ETF 0.6 50 -9 9.2 +6.2
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.6 53 -12 7.2 +4.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.6 15 26 7.5 +4.5
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.6 80 -39 4.2 +1.2
DFSV Dimensional US Small Cap Value ETF 0.6 31 10 10.7 +7.7
FUTY Fidelity MSCI Utilities Index ETF 0.6 8 33 5.1 +2.1
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 21 6.0 +3.0
BKEM BNY Mellon Emerging Markets Equity ETF 0.6 11 30 9.1 +6.1
INDA iShares MSCI India ETF 0.6 65 -24 4.6 +1.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 12 8.4 +5.4
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.6 45 -4 9.4 +6.4
TPSC Timothy Plan US Small Cap Core ETF 0.6 52 -11 7.2 +4.2
VPU Vanguard Utilities ETF 0.6 9 32 5.1 +2.1
DEM WisdomTree Emerging Markets High Dividend Fund 0.6 63 -22 12.8 +9.8
FIDU Fidelity MSCI Industrial Index ETF 0.6 8 33 4.5 +1.5
ECNS iShares MSCI China Small-Cap ETF 0.6 59 -18 8.9 +6.0
TTAI FCF International Quality ETF 0.6 59 -18 7.2 +4.2
RNEM First Trust Emerging Markets Equity Select ETF 0.6 75 -34 8.5 +5.5
GXC SPDR S&P China ETF 0.6 59 -18 15.1 +12.1
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.6 15 26 9.4 +6.4
JHMM John Hancock Multifactor Mid Cap ETF 0.6 42 -1 6.4 +3.4
AVDS Avantis International Small Cap Equity ETF 0.6 30 11 7.1 +4.1
XC WisdomTree Emerging Markets Ex-China Fund 0.6 32 9 5.4 +2.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 26 7.9 +4.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.5 30 11 7.5 +4.5
DIM WisdomTree International MidCap Dividend Fund 0.5 58 -17 7.2 +4.2
PPIE Putnam PanAgora ESG International Equity ETF 0.5 49 -8 7.0 +4.1
ISMD Inspire Small/Mid Cap ETF 0.5 54 -13 5.6 +2.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.5 39 2 7.7 +4.7
DFIC Dimensional International Core Equity 2 ETF 0.5 23 18 7.2 +4.2
PXH Invesco FTSE RAFI Emerging Markets ETF 0.5 49 -8 14.6 +11.7
SCHM Schwab U.S. Mid-Cap ETF 0.5 4 37 7.2 +4.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 21 5.5 +2.5
RODE Hartford Multifactor Diversified International ETF 0.5 29 12 10.3 +7.3
AVEM Avantis Emerging Markets Equity ETF 0.5 33 8 8.1 +5.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.5 36 5 8.9 +5.9
EZM WisdomTree U.S. MidCap Fund 0.5 38 3 8.9 +6.0
KNO AXS Knowledge Leaders ETF 0.5 78 -37 5.8 +2.8
EMXF iShares ESG Advanced MSCI EM ETF 0.5 16 25 7.8 +4.8
HGRO Hedgeye Quality Growth ETF 0.5 70 -29 3.3 +0.3
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.5 42 -1 9.5 +6.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.5 35 6 7.6 +4.6
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.5 38 3 8.4 +5.4
DFAE Dimensional Emerging Core Equity Market ETF 0.5 35 6 8.4 +5.5
FLCH Franklin FTSE China ETF 0.5 19 22 14.8 +11.9
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.5 59 -18 8.4 +5.4
JHEM John Hancock Multifactor Emerging Markets ETF 0.5 49 -8 9.3 +6.3
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.5 80 -39 14.0 +11.0
AVMC Avantis U.S. Mid Cap Equity ETF 0.5 18 23 7.0 +4.0
DXUV Dimensional US Vector Equity ETF 0.5 28 13 6.2 +3.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 2 10.1 +7.1
BOUT Innovator IBD Breakout Opportunities ETF 0.5 81 -40 0.8 -2.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.5 70 -29 7.4 +4.5
DFNV Donoghue Forlines Innovation ETF 0.5 69 -28 4.3 +1.3
ROAM Hartford Multifactor Emerging Markets ETF 0.5 44 -3 11.0 +8.1
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.5 15 26 7.3 +4.3
FESM Fidelity Enhanced Small Cap ETF 0.5 28 13 7.0 +4.0
VEGN US Vegan Climate ETF 0.5 60 -19 4.5 +1.5
BUZZ VanEck Social Sentiment ETF 0.5 75 -34 -1.0 -4.0
FYC First Trust Small Cap Growth AlphaDEX Fund 0.5 71 -30 -1.6 -4.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.5 35 6 7.2 +4.2
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.5 66 -25 8.7 +5.7
USMV iShares MSCI USA Min Vol Factor ETF 0.4 15 26 5.9 +2.9
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -39 11.0 +8.1
IEUS iShares MSCI Europe Small-Cap ETF 0.4 42 -1 7.5 +4.5
DIVI Franklin International Core Dividend Tilt Index ETF 0.4 9 32 7.7 +4.7
VWO Vanguard FTSE Emerging Markets ETF 0.4 7 34 9.9 +7.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.4 7 34 5.9 +3.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.4 18 23 5.9 +2.9
EWJV iShares MSCI Japan Value ETF 0.4 15 26 8.2 +5.2
EWL iShares MSCI Switzerland ETF 0.4 50 -9 6.3 +3.4
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.4 70 -29 4.0 +1.0
EPP iShares MSCI Pacific ex-Japan ETF 0.4 47 -6 5.2 +2.2
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 -1 5.3 +2.4
NULC Nuveen ESG Large-Cap ETF 0.4 21 20 4.7 +1.7
ECON Columbia Emerging Markets Consumer ETF 0.4 49 -8 11.4 +8.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 16 8.1 +5.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.4 30 11 9.4 +6.4
SIXS ETC 6 Meridian Small Cap Equity ETF 0.4 89 -48 9.8 +6.8
EWX SPDR S&P Emerging Markets Small Cap ETF 0.4 65 -24 7.7 +4.7
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 35 8.3 +5.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.4 20 21 5.7 +2.7
EMXC iShares MSCI Emerging Markets ex China ETF 0.4 25 16 6.9 +3.9
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -18 10.8 +7.8
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.4 65 -24 5.0 +2.0
GLBL Pacer MSCI World Industry Advantage ETF 0.4 65 -24 4.2 +1.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 16 6.9 +3.9
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 29 5.3 +2.3
IVLU iShares MSCI Intl Value Factor ETF 0.4 30 11 9.8 +6.8
IEMG iShares Core MSCI Emerging Markets ETF 0.4 9 32 9.6 +6.6
RAYD Rayliant Quantitative Developed Market Equity ETF 0.4 80 -39 4.4 +1.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.4 15 26 6.1 +3.1
EEM iShares MSCI Emerging Markets ETF 0.4 69 -28 9.3 +6.3
XCNY SPDR S&P Emerging Markets ex-China ETF 0.4 15 26 7.1 +4.2
EBI Longview Advantage ETF 0.4 35 6 6.8 +3.8
LVHI Franklin International Low Volatility High Dividend Index ET 0.4 40 1 9.8 +6.8
IWC iShares Micro-Cap ETF 0.4 60 -19 -1.6 -4.6
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.4 32 9 8.2 +5.2
AVSE Avantis Responsible Emerging Markets Equity ETF 0.4 33 8 7.8 +4.8
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.4 33 8 9.2 +6.2
AVMV Avantis U.S. Mid Cap Value ETF 0.4 20 21 9.2 +6.2
DXIV Dimensional International Vector Equity ETF 0.4 34 7 7.6 +4.7
GWX SPDR S&P International Small Cap ETF 0.4 40 1 6.8 +3.8
MCHI iShares MSCI China ETF 0.4 59 -18 16.1 +13.1
FLAX Franklin FTSE Asia Ex Japan ETF 0.4 19 22 8.3 +5.3
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 11 5.9 +2.9
VT Vanguard Total World Stock ETF 0.3 6 35 5.7 +2.8
EFG iShares MSCI EAFE Growth ETF 0.3 36 5 4.2 +1.2
EMGF iShares Emerging Markets Equity Factor ETF 0.3 25 16 10.5 +7.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.3 65 -24 6.5 +3.5
SSPY Syntax Stratified LargeCap ETF 0.3 30 11 6.9 +3.9
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 3 9.4 +6.4
VGT Vanguard Information Technology ETF 0.3 9 32 3.9 +0.9
GMF SPDR S&P Emerging Asia Pacific ETF 0.3 49 -8 9.2 +6.2
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.3 40 1 13.7 +10.8
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.3 39 2 15.3 +12.3
VFMV Vanguard U.S. Minimum Volatility ETF 0.3 13 28 5.9 +3.0
MGMT Ballast Small/Mid Cap ETF 0.3 110 -69 8.6 +5.7
WDNA WisdomTree BioRevolution Fund 0.3 45 -4 -2.3 -5.3
PXI Invesco Dorsey Wright Energy Momentum ETF 0.3 60 -19 6.8 +3.9
FFOX FundX Future Fund Opportunities ETF 0.3 100 -59 4.2 +1.2
DTAN Sparkline International Intangible Value ETF 0.3 55 -14 8.1 +5.1
VSGX Vanguard ESG International Stock ETF 0.3 10 31 7.5 +4.5
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.3 33 8 8.0 +5.1
VFVA Vanguard U.S. Value Factor ETF 0.3 13 28 11.1 +8.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.3 9 32 6.3 +3.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 17 8.4 +5.4
VOT Vanguard Mid-Cap Growth ETF 0.3 7 34 3.5 +0.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 32 5.5 +2.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.3 25 16 12.7 +9.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.3 15 26 6.2 +3.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.3 4 37 6.1 +3.1
FSMD Fidelity Small-Mid Multifactor ETF 0.3 15 26 7.1 +4.1
SCHE Schwab Emerging Markets Equity ETF 0.3 11 30 10.3 +7.3
KLMT Invesco MSCI Global Climate 500 ETF 0.3 10 31 5.6 +2.6
SPEM SPDR Portfolio Emerging Markets ETF 0.3 7 34 10.2 +7.2
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 1 6.9 +4.0
EIPX FT Energy Income Partners Strategy ETF 0.3 95 -54 8.4 +5.5
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 33 3.9 +0.9
FLKR Franklin FTSE South Korea ETF 0.3 9 32 7.0 +4.0
KOKU Xtrackers MSCI Kokusai Equity ETF 0.3 9 32 5.1 +2.1
ACWI iShares MSCI ACWI ETF 0.3 32 9 5.4 +2.4
URTH iShares MSCI World ETF 0.3 24 17 5.0 +2.0
TOK iShares MSCI Kokusai ETF 0.3 26 15 5.0 +2.0
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.3 24 17 7.3 +4.3
VBR Vanguard Small Cap Value ETF 0.3 7 34 9.3 +6.4
FEX First Trust Large Cap Core AlphaDEX Fund 0.3 59 -18 6.0 +3.0
IWS iShares Russell Mid-Cap Value ETF 0.3 23 18 7.3 +4.3
DFUV Dimensional US Marketwide Value ETF 0.3 22 19 7.6 +4.6
SMIN iShares MSCI India Small Cap ETF 0.3 79 -38 3.7 +0.7
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.3 32 9 12.9 +9.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 26 8.2 +5.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -6 9.5 +6.5
DFAC Dimensional U.S. Core Equity 2 ETF 0.3 17 24 5.6 +2.6
BRF VanEck Brazil Small-Cap ETF 0.3 66 -25 11.5 +8.6
EWZS iShares MSCI Brazil Small-Cap ETF 0.3 59 -18 10.9 +8.0
KSTR KraneShares SSE STAR Market 50 Index ETF 0.3 89 -48 0.8 -2.2
BBJP JPMorgan BetaBuilders Japan ETF 0.3 19 22 6.1 +3.1
FLSW Franklin FTSE Switzerland ETF 0.3 9 32 6.4 +3.5
SIZE iShares MSCI USA Size Factor ETF 0.3 15 26 6.2 +3.2
EEMA iShares MSCI Emerging Markets Asia ETF 0.3 49 -8 8.8 +5.8
ITAN Sparkline Intangible Value ETF 0.3 50 -9 6.6 +3.7
IWR iShares Russell Midcap ETF 0.3 19 22 6.3 +3.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.3 25 16 5.6 +2.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.3 24 17 7.7 +4.8
VFMO Vanguard U.S. Momentum Factor ETF 0.3 13 28 3.1 +0.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 16 6.0 +3.0
TCHI iShares MSCI China Multisector Tech ETF 0.3 59 -18 15.6 +12.6
STXE Strive Emerging Markets Ex-China ETF 0.2 32 9 7.3 +4.3
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 32 6.4 +3.4
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 13 10.3 +7.3
PIN Invesco India ETF 0.2 78 -37 4.7 +1.7
VPL Vanguard FTSE Pacific ETF 0.2 7 34 6.3 +3.3
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 -7 6.3 +3.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 -11 5.8 +2.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 -17 5.7 +2.7
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.2 19 22 5.4 +2.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.2 15 26 4.6 +1.6
DFLV Dimensional US Large Cap Value ETF 0.2 22 19 7.7 +4.8
XCEM Columbia EM Core ex-China ETF 0.2 16 25 7.5 +4.6
XLK Technology Select Sector SPDR Fund 0.2 8 33 4.3 +1.3
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -29 8.2 +5.2
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 21 6.9 +3.9
EXI iShares Global Industrials ETF 0.2 42 -1 4.4 +1.4
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 -6 5.7 +2.7
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 16 10.2 +7.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 12 7.7 +4.7
GLOF iShares Global Equity Factor ETF 0.2 20 21 6.7 +3.7
IPAC iShares Core MSCI Pacific ETF 0.2 9 32 6.1 +3.1
DCOR Dimensional US Core Equity 1 ETF 0.2 14 27 5.4 +2.5
EWJ iShares MSCI Japan ETF 0.2 50 -9 5.6 +2.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -39 8.3 +5.3
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 37 6.3 +3.3
FLJP Franklin FTSE Japan ETF 0.2 9 32 5.8 +2.8
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 26 5.9 +2.9
IGM iShares Expanded Tech Sector ETF 0.2 41 0 3.7 +0.7
PTL Inspire 500 ETF 0.2 9 32 5.4 +2.4
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 18 8.2 +5.2
WOMN Impact Shares YWCA Women's Empowerment ETF 0.2 75 -34 5.6 +2.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 2 10.0 +7.0
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 6 4.7 +1.8
THRO iShares U.S. Thematic Rotation Active ETF 0.2 90 -49 4.2 +1.2
DFE WisdomTree Europe SmallCap Dividend Fund 0.2 58 -17 8.2 +5.3
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 37 6.8 +3.9
IJK iShares S&P Mid-Cap 400 Growth ETF 0.2 17 24 6.0 +3.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 20 3.7 +0.7
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 32 5.8 +2.8
TUR iShares MSCI Turkey ETF 0.2 58 -17 16.7 +13.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.2 10 31 6.1 +3.1
QUS SPDR MSCI USA StrategicFactors ETF 0.2 15 26 5.7 +2.7
HLGE Hartford Longevity Economy ETF 0.2 44 -3 6.2 +3.3
FMDE Fidelity Enhanced Mid Cap ETF 0.2 23 18 6.0 +3.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.2 15 26 6.0 +3.1
FNK First Trust Mid Cap Value AlphaDEX Fund 0.2 70 -29 11.2 +8.2
THD iShares MSCI Thailand ETF 0.2 58 -17 0.0 -3.0
XOEF iShares S&P 500 ex S&P 100 ETF 0.2 20 21 5.7 +2.7
VLU SPDR S&P 1500 Value Tilt ETF 0.2 12 29 7.5 +4.5
IDU iShares U.S. Utilities ETF 0.2 40 1 4.6 +1.6
DFEV Dimensional Emerging Markets Value ETF 0.2 43 -2 11.7 +8.7
TTAC FCF US Quality ETF 0.2 59 -18 6.0 +3.0
CNXT VanEck ChiNext ETF 0.2 65 -24 3.6 +0.7
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -20 5.9 +2.9
SCHY Schwab International Dividend Equity ETF 0.2 14 27 9.5 +6.5
DFSU Dimensional US Sustainability Core 1 ETF 0.2 18 23 5.3 +2.4
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 32 4.8 +1.8
DFAU Dimensional US Core Equity Market ETF 0.2 12 29 5.0 +2.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 22 5.5 +2.5
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 18 3.3 +0.3
FENY Fidelity MSCI Energy Index ETF 0.2 8 33 9.3 +6.3
VDE Vanguard Energy ETF 0.2 9 32 9.2 +6.2
STXG Strive 1000 Growth ETF 0.1 18 23 3.8 +0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 38 4.9 +1.9
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 -17 9.4 +6.4
AVUS Avantis U.S. Equity ETF 0.1 15 26 5.8 +2.8
QGRO American Century U.S. Quality Growth ETF 0.1 29 12 3.7 +0.7
VWID Virtus WMC International Dividend ETF 0.1 49 -8 8.1 +5.1
DFIV Dimensional International Value ETF 0.1 27 14 9.1 +6.1
VTHR Vanguard Russell 3000 ETF 0.1 7 34 4.9 +1.9
VO Vanguard Mid-Cap ETF 0.1 4 37 6.0 +3.0
VTI Vanguard Total Stock Market ETF 0.1 3 38 4.9 +1.9
IWV iShares Russell 3000 ETF 0.1 20 21 4.7 +1.8
DFUS Dimensional U.S. Equity ETF 0.1 9 32 4.8 +1.8
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 23 6.6 +3.6
IXN iShares Global Tech ETF 0.1 41 0 3.4 +0.4
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 23 4.0 +1.0
DIHP Dimensional International High Profitability ETF 0.1 29 12 6.8 +3.8
SCHB Schwab U.S. Broad Market ETF 0.1 3 38 5.0 +2.0
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 6 6.1 +3.1
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 29 6.6 +3.6
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 0 6.2 +3.2
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 31 4.8 +1.8
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.1 35 6 15.9 +12.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 1 6.1 +3.1
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 16 4.2 +1.2
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 29 8.0 +5.0
IUSV iShares Core S&P US Value ETF 0.1 4 37 6.5 +3.5
SMMD iShares Russell 2500 ETF 0.1 15 26 7.0 +4.0
IDHQ Invesco S&P International Developed High Quality ETF 0.1 29 12 6.4 +3.4
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 -17 8.2 +5.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 26 4.9 +1.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.1 12 29 4.0 +1.0
IJT iShares S&P Small-Cap 600 Growth ETF 0.1 18 23 5.6 +2.6
DFVX Dimensional US Large Cap Vector ETF 0.1 22 19 6.4 +3.4
DSI iShares MSCI KLD 400 Social ETF 0.1 25 16 4.8 +1.9
ONEO SPDR Russell 1000 Momentum Focus ETF 0.1 20 21 6.9 +3.9
SLYG SPDR S&P 600 Small Cap Growth ETF 0.1 15 26 5.6 +2.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.1 10 31 5.7 +2.7
SCHK Schwab 1000 Index ETF 0.1 5 36 5.0 +2.0
IWD iShares Russell 1000 Value ETF 0.1 19 22 6.5 +3.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.1 3 38 5.1 +2.1
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -9 4.6 +1.7
VONV Vanguard Russell 1000 Value ETF 0.1 7 34 6.7 +3.7
VFMF Vanguard U.S. Multifactor ETF 0.1 18 23 8.0 +5.0
JHML John Hancock Multifactor Large Cap ETF 0.1 29 12 5.4 +2.4
ILCV iShares Morningstar Value ETF 0.1 4 37 6.4 +3.4
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 21 10.4 +7.5
EWC iShares MSCI Canada ETF 0.1 50 -9 6.1 +3.1
SCHX Schwab U.S. Large-Cap ETF 0.1 3 38 4.9 +2.0
AVIV Avantis International Large Cap Value ETF 0.1 25 16 8.4 +5.4
EPS WisdomTree U.S. LargeCap Fund 0.1 8 33 5.7 +2.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 31 5.0 +2.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 30 4.9 +1.9
SNPV Xtrackers S&P 500 Value ESG ETF 0.1 15 26 7.0 +4.0
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 31 4.9 +1.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -4 4.4 +1.4
PICK iShares MSCI Global Metals & Mining Producers ETF 0.1 39 2 11.1 +8.2
VUG Vanguard Growth ETF 0.1 4 37 4.1 +1.1
IYY iShares Dow Jones U.S. ETF 0.1 20 21 4.8 +1.8
AVUQ Avantis U.S. Quality ETF 0.1 15 26 4.4 +1.4
STXV Strive 1000 Value ETF 0.1 18 23 8.3 +5.3
SFY SoFi Select 500 ETF 0.1 0 41 4.4 +1.4
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 6 5.2 +2.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 16 7.5 +4.5
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 2 6.8 +3.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 34 5.1 +2.1
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 5 3.7 +0.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.1 18 23 7.9 +5.0
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 32 4.8 +1.9
DEUS Xtrackers Russell US Multifactor ETF 0.1 17 24 7.0 +4.0
EMLP First Trust North American Energy Infrastructure Fund 0.1 95 -54 6.0 +3.0
CQQQ Invesco China Technology ETF 0.1 70 -29 14.3 +11.3
SPXM Azoria 500 Meritocracy ETF 0.1 47 -6 4.5 +1.5
TOPC iShares S&P 500 3% Capped ETF 0.1 15 26 5.1 +2.1
VONE Vanguard Russell 1000 ETF 0.1 7 34 4.9 +1.9
IWB iShares Russell 1000 ETF 0.1 15 26 4.8 +1.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 21 5.0 +2.1
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 12 4.7 +1.7
CHRI Global X S&P 500 Christian Values ETF 0.1 29 12 4.6 +1.6
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 26 8.0 +5.0
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -26 10.3 +7.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 12 6.5 +3.6
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 37 4.2 +1.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 39 4.9 +2.0
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 32 4.8 +1.8
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 32 4.6 +1.7
XVV iShares ESG Screened S&P 500 ETF 0.0 8 33 4.8 +1.8
DSPY Tema S&P 500 Historical Weight ETF 0.0 18 23 5.2 +2.2
TOV JLens 500 Jewish Advocacy U.S. ETF 0.0 18 23 4.7 +1.7
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 30 5.0 +2.1
IVE iShares S&P 500 Value ETF 0.0 18 23 6.2 +3.2
SPYV SPDR Portfolio S&P 500 Value ETF 0.0 4 37 6.3 +3.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0 20 21 4.7 +1.7
VOOV Vanguard S&P 500 Value ETF 0.0 7 34 6.3 +3.3
IVV iShares Core S&P 500 ETF 0.0 3 38 4.9 +1.9
SPY SPDR S&P 500 ETF Trust 0.0 9 32 4.9 +1.9
VOO Vanguard S&P 500 ETF 0.0 3 38 4.9 +1.9
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 -1 4.4 +1.4
IVW iShares S&P 500 Growth ETF 0.0 18 23 4.0 +1.0
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0 4 37 4.1 +1.1
VOOG Vanguard S&P 500 Growth ETF 0.0 7 34 4.1 +1.1
EEMO Invesco S&P Emerging Markets Momentum ETF 0.0 29 12 7.5 +4.5
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 38 4.9 +1.9
RVRB Reverb ETF 0.0 30 11 4.6 +1.6
BKLC BNY Mellon US Large Cap Core Equity ETF 0.0 0 41 4.9 +1.9
VOTE TCW Transform 500 ETF 0.0 5 36 4.9 +1.9
PBUS Invesco MSCI USA ETF 0.0 4 37 4.9 +1.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.0 14 27 4.9 +1.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.0 20 21 8.3 +5.4
FELV Fidelity Enhanced Large Cap Value ETF 0.0 18 23 6.8 +3.8
IUS Invesco RAFI Strategic US ETF 0.0 19 22 6.9 +3.9
STRV Strive 500 ETF 0.0 5 36 4.8 +1.8
PKW Invesco Buyback Achievers ETF 0.0 62 -21 8.3 +5.3
AFLG First Trust Active Factor Large Cap ETF 0.0 55 -14 6.4 +3.4
MODL VictoryShares WestEnd U.S. Sector ETF 0.0 42 -1 4.6 +1.6
GXLC Global X U.S. 500 ETF 0.0 2 39 4.9 +1.9
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.0 25 16 6.2 +3.2
REVS Columbia Research Enhanced Value ETF 0.0 19 22 7.9 +4.9
AVIE Avantis  Inflation Focused Equity ETF 0.0 25 16 7.4 +4.4
RWL Invesco S&P 500 Revenue ETF 0.0 39 2 6.9 +3.9
FNDX Schwab Fundamental US Large Co. Index ETF 0.0 25 16 7.3 +4.4
VV Vanguard Large-Cap ETF 0.0 4 37 4.8 +1.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.0 25 16 5.2 +2.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.0 9 32 4.9 +1.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 29 4.6 +1.6
RECS Columbia Research Enhanced Core ETF 0.0 15 26 5.8 +2.8
DIVB iShares Core Dividend ETF 0.0 5 36 8.4 +5.4
IWF iShares Russell 1000 Growth ETF 0.0 19 22 4.2 +1.3
VONG Vanguard Russell 1000 Growth ETF 0.0 7 34 4.4 +1.4
APIE ActivePassive International Equity ETF 0.0 45 -4 7.1 +4.1
VYM Vanguard High Dividend Yield Index ETF 0.0 6 35 7.2 +4.2
GSPY Gotham Enhanced 500 ETF 0.0 50 -9 5.1 +2.1
APUE ActivePassive U.S. Equity ETF 0.0 45 -4 4.7 +1.7
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 5.7 +2.7
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 13 6.4 +3.4
AVDV Avantis International Small Cap Value ETF 0.0 36 5 9.1 +6.1
FBCG Fidelity Blue Chip Growth ETF 0.0 59 -18 2.9 -0.1
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.0 20 21 9.3 +6.4

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 iShares Global Clean Energy ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 5.7 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 41 bp
Equals: ALTAR Score 3.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 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.