iShares Global Clean Energy ETF
ALTAR
Score™		 5.2% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 18.2x P/Sales
ratio		 1.4x
P/BV
ratio		 1.6x Div.
yield		 1.9%


  • 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) $1,573
Currency USD
Expense ratio 41 bp
Distributions Semi-Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 101
Wgt avg mkt cap (mns) $19,909
Large cap (>$10bn) 45.8%
Mid cap ($2-10bn) 43.9%
Small cap (<$2bn) 9.1%
Developed mkts 67.5%
Emerging mkts 32.5%

TOP TEN HOLDINGS
FIRST SOLAR INC 8.9 %
VESTAS WIND SYSTEMS A/S 6.3 %
IBERDROLA SA 6.0 %
SSE PLC 5.7 %
EDP-ENERGIAS DE PORTUGAL SA 4.3 %
NEXTRACKER, INC. CLASS A 3.8 %
CHINA YANGTZE POWER CO LTD-A 3.6 %
CHUBU ELECTRIC POWER CO INC 3.5 %
BLOOM ENERGY CORPORATION CLASS A 3.5 %
EQUATORIAL ENERGIA SA - ORD 3.2 %
Total 48.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 28.2 %
BRAZIL 10.3 %
DENMARK 9.1 %
SPAIN 8.5 %
CHINA 8.1 %
BRITAIN 5.4 %
INDIA 4.3 %
PORTUGAL 4.3 %
JAPAN 3.6 %
CANADA 3.3 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
19.1% -3.3% -0.2% 4.3% -5.8%

Market Correlations
versus... Beta R-squared
S&P500 1.00 37%
MSCI EAFE 1.11 51%
MSCI Emg. Mkts. 1.05 49%

Technical Indicators
Recent close $14.52
30d moving avg. $13.80
Annualized volatility 25.1%
Short interest (ETF) 4.3%
Relative strength (RSI) 65

Liquidity measures
Avg. volume (thou.) 3,535
Turnover 3.3%
Bid/Ask (% of price) 0.07%
ADV underlying (mns) $6,204

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 691 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™: 5.2%


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 46.4 59 -18 5.0 -0.2
FRNW Fidelity Clean Energy ETF 42.7 39 2 3.3 -1.9
SMOG VanEck Low Carbon Energy ETF 28.4 61 -20 1.8 -3.4
CTEC Global X CleanTech ETF 28.1 50 -9 1.7 -3.5
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 23.7 58 -17 -2.3 -7.4
FAN First Trust Global Wind Energy ETF 21.8 60 -19 4.5 -0.7
TAN Invesco Solar ETF 21.3 67 -26 6.9 +1.7
RNRG Global X Renewable Energy Producers ETF 19.7 66 -25 5.5 +0.4
ACES ALPS Clean Energy ETF 19.7 55 -14 -3.5 -8.7
RAYS Global X Solar ETF 19.3 51 -10 6.5 +1.3
PBD Invesco Global Clean Energy ETF 17.6 75 -34 -0.3 -5.5
ERTH Invesco MSCI Sustainable Future ETF 17.6 62 -21 3.7 -1.5
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 17.4 75 -34 7.8 +2.6
WNDY Global X Wind Energy ETF 17.2 50 -9 5.6 +0.4
CNRG SPDR S&P Kensho Clean Power ETF 16.1 45 -4 1.0 -4.1
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 15.4 79 -38 4.9 -0.2
OCEN IQ Clean Oceans ETF 14.0 45 -4 6.0 +0.9
ETEC iShares Breakthrough Environmental Solutions ETF 13.4 47 -6 3.3 -1.9
PBW Invesco WilderHill Clean Energy ETF 12.7 66 -25 -3.7 -8.9
SDG iShares MSCI Global Sustainable Development Goals ETF 11.1 49 -8 5.8 +0.7
BLLD JPMorgan Sustainable Infrastructure ETF 9.6 49 -8 6.1 +1.0
JXI iShares Global Utilities ETF 9.4 43 -2 5.9 +0.7
CLNR IQ Cleaner Transport ETF 8.7 45 -4 6.6 +1.5
TEMP JPMorgan Climate Change Solutions ETF 8.5 49 -8 5.8 +0.6
EWZ iShares MSCI Brazil ETF 8.4 58 -17 13.2 +8.0
GSFP Goldman Sachs Future Planet Equity ETF 7.9 75 -34 4.8 -0.4
IBAT iShares Energy Storage & Materials ETF 7.3 47 -6 3.8 -1.4
KGRN KraneShares MSCI China Clean Technology Index ETF 7.3 79 -38 0.4 -4.8
FLN First Trust Latin America AlphaDEX Fund 6.8 80 -39 10.4 +5.2
EDEN iShares MSCI Denmark ETF 6.8 53 -12 7.0 +1.8
HAP VanEck Natural Resources ETF 6.3 50 -9 9.4 +4.2
FLBR Franklin FTSE Brazil ETF 6.3 19 22 14.5 +9.3
XT iShares Exponential Technologies ETF 6.1 46 -5 4.9 -0.2
EWP iShares MSCI Spain ETF 6.0 50 -9 7.1 +2.0
CCNR ALPS CoreCommodity Natural Resources ETF 6.0 39 2 11.0 +5.9
CCSO Carbon Collective Climate Solutions US Equity ETF 5.5 35 6 1.0 -4.1
IWTR iShares MSCI Water Management Multisector ETF 4.6 47 -6 5.8 +0.7
DTEC ALPS Disruptive Technologies ETF 4.6 50 -9 3.9 -1.3
OBOR KraneShares MSCI One Belt One Road Index ETF 4.6 79 -38 9.0 +3.9
HYDR Global X Hydrogen ETF 4.5 50 -9 -4.1 -9.3
INEQ Columbia International Equity Income ETF 4.3 45 -4 8.1 +2.9
FLLA Franklin FTSE Latin America ETF 4.3 19 22 12.9 +7.8
WBAT WisdomTree Battery Value Chain and Innovation Fund 4.0 45 -4 4.0 -1.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 4.0 58 -17 4.7 -0.5
SIMS SPDR S&P Kensho Intelligent Structures ETF 3.9 45 -4 5.4 +0.3
EELV Invesco S&P Emerging Markets Low Volatility ETF 3.8 29 12 9.2 +4.1
IPO Renaissance IPO ETF 3.8 60 -19 3.4 -1.7
ITEQ BlueStar Israel Technology ETF 3.5 75 -34 1.7 -3.5
FXN First Trust Energy AlphaDEX Fund 3.5 62 -21 13.6 +8.5
TINT ProShares Smart Materials ETF 3.3 58 -17 7.1 +1.9
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 3.3 55 -14 7.1 +2.0
IGF iShares Global Infrastructure ETF 3.3 41 0 4.7 -0.5
OEUR ALPS O'Shares Europe Quality Dividend ETF 3.3 48 -7 6.1 +0.9
GII SPDR S&P Global Infrastructure ETF 3.3 40 1 4.7 -0.5
IGRO iShares International Dividend Growth ETF 3.0 15 26 7.3 +2.1
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 3.0 9 32 9.1 +3.9
DVYE iShares Emerging Markets Dividend ETF 2.9 49 -8 18.5 +13.3
XSD SPDR S&P Semiconductor ETF 2.9 35 6 3.9 -1.3
MADE iShares U.S. Manufacturing ETF 2.8 40 1 5.1 -0.1
WWJD Inspire International ETF 2.7 80 -39 7.3 +2.1
BATT Amplify Lithium & Battery Technology ETF 2.7 59 -18 3.6 -1.6
RSPT Invesco S&P 500 Equal Weight Technology ETF 2.6 40 1 5.6 +0.4
FID First Trust S&P International Dividend Aristocrats ETF 2.6 60 -19 7.9 +2.7
BRAZ Global X Brazil Active ETF 2.5 75 -34 12.6 +7.5
ISRA VanEck Israel ETF 2.5 59 -18 7.2 +2.1
GLIN VanEck India Growth Leaders ETF 2.5 77 -36 7.1 +1.9
KOMP SPDR S&P Kensho New Economies Composite ETF 2.5 20 21 2.5 -2.6
ZAP Global X U.S. Electrification ETF 2.4 50 -9 4.1 -1.1
VOLT Tema Electrification ETF 2.4 75 -34 2.8 -2.3
FEZ SPDR EURO STOXX 50 ETF 2.4 29 12 7.2 +2.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.4 47 -6 5.8 +0.6
AGQI First Trust Active Global Quality Income ETF 2.3 85 -44 4.9 -0.3
CNYA iShares MSCI China A ETF 2.3 60 -19 6.3 +1.1
DRIV Global X Autonomous & Electric Vehicles ETF 2.3 68 -27 5.0 -0.1
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 2.3 65 -24 6.9 +1.8
EUDV ProShares MSCI Europe Dividend Growers ETF 2.3 55 -14 6.2 +1.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 2.3 22 19 5.8 +0.6
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 2.2 55 -14 5.8 +0.7
GVAL Cambria Global Value ETF 2.2 68 -27 10.5 +5.3
OSEA Harbor International Compounders ETF 2.2 55 -14 4.8 -0.3
UEVM VictoryShares Emerging Markets Value Momentum ETF 2.1 45 -4 10.7 +5.6
WDIV SPDR S&P Global Dividend ETF 2.1 40 1 9.2 +4.1
EZU iShares MSCI Eurozone ETF 2.1 52 -11 6.8 +1.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.1 30 11 6.6 +1.4
ILF iShares Latin America 40 ETF 2.1 48 -7 12.9 +7.7
EFAS Global X MSCI SuperDividend EAFE ETF 2.0 57 -16 8.3 +3.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.0 49 -8 11.2 +6.0
SDEM Global X MSCI SuperDividend Emerging Markets ETF 2.0 67 -26 13.6 +8.4
FEM First Trust Emerging Markets AlphaDEX Fund 1.9 80 -39 11.2 +6.1
ECOW Pacer Emerging Markets Cash Cows 100 ETF 1.9 70 -29 13.1 +7.9
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 1.9 44 -3 10.7 +5.5
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 1.9 20 21 6.5 +1.3
TRFM AAM Transformers ETF 1.9 49 -8 1.3 -3.9
NUDM Nuveen ESG International Developed Markets Equity ETF 1.9 31 10 6.3 +1.1
BLES Inspire Global Hope ETF 1.9 61 -20 6.8 +1.6
DTH WisdomTree International High Dividend Fund 1.8 58 -17 8.4 +3.3
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.8 39 2 -0.9 -6.1
JCHI JPMorgan Active China ETF 1.8 65 -24 15.5 +10.3
ESGD iShares ESG Aware MSCI EAFE ETF 1.8 20 21 6.7 +1.6
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 1.7 59 -18 4.3 -0.9
ETHO Etho Climate Leadership U.S. ETF 1.7 47 -6 5.3 +0.2
ECLN First Trust EIP Carbon Impact ETF 1.7 96 -55 4.0 -1.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 1.6 45 -4 6.9 +1.8
EFV iShares MSCI EAFE Value ETF 1.6 34 7 9.1 +3.9
FGM First Trust Germany AlphaDEX Fund 1.6 80 -39 6.3 +1.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.6 70 -29 2.8 -2.3
IMTM iShares MSCI Intl Momentum Factor ETF 1.6 30 11 5.5 +0.3
ECNS iShares MSCI China Small-Cap ETF 1.6 59 -18 8.0 +2.9
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.5 12 29 6.0 +0.8
IEV iShares Europe ETF 1.5 67 -26 6.9 +1.7
COLO Global X MSCI Colombia ETF 1.5 62 -21 16.8 +11.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 -24 8.1 +2.9
OPTZ Optimize Strategy Index ETF 1.5 50 -9 4.6 -0.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.5 20 21 4.6 -0.6
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.5 32 9 6.0 +0.9
IEUR iShares Core MSCI Europe ETF 1.5 11 30 7.4 +2.2
ENZL iShares MSCI New Zealand ETF 1.5 50 -9 3.9 -1.3
VGK Vanguard FTSE Europe ETF 1.5 6 35 7.5 +2.3
IQLT iShares MSCI Intl Quality Factor ETF 1.5 30 11 6.3 +1.1
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 1.5 25 16 6.6 +1.4
IQRA IQ CBRE Real Assets ETF 1.5 65 -24 5.7 +0.5
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.4 80 -39 5.9 +0.7
DOL WisdomTree International LargeCap Dividend Fund 1.4 48 -7 7.2 +2.0
CGDG Capital Group Dividend Growers ETF 1.4 47 -6 6.3 +1.1
JIRE JPMorgan International Research Enhanced Equity ETF 1.4 24 17 7.2 +2.0
RCGE RockCreek Global Equality ETF 1.4 95 -54 6.7 +1.5
VYMI Vanguard International High Dividend Yield ETF 1.4 17 24 9.5 +4.4
NUMV Nuveen ESG Mid-Cap Value ETF 1.4 31 10 6.9 +1.8
IYE iShares U.S. Energy ETF 1.4 40 1 8.8 +3.6
HAIL SPDR S&P Kensho Smart Mobility ETF 1.4 45 -4 0.4 -4.8
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.4 14 27 6.2 +1.0
RAYE Rayliant Quantamental Emerging Market ex-China Equity ETF 1.4 88 -47 8.9 +3.8
SPGP Invesco S&P 500 GARP ETF 1.4 34 7 6.4 +1.3
SPEU SPDR Portfolio Europe ETF 1.4 7 34 7.4 +2.2
FJP First Trust Japan AlphaDEX Fund 1.3 80 -39 8.9 +3.7
VBK Vanguard Small-Cap Growth ETF 1.3 7 34 1.9 -3.2
IQSI IQ Candriam International Equity ETF 1.3 15 26 6.6 +1.5
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 1.3 80 -39 13.8 +8.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 29 5.2 0.0
EPI WisdomTree India Earnings Fund 1.3 85 -44 5.3 +0.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.3 49 -8 4.7 -0.5
CALF Pacer US Small Cap Cash Cows 100 ETF 1.3 59 -18 10.7 +5.5
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.3 50 -9 6.0 +0.8
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 16 7.5 +2.3
LVHI Franklin International Low Volatility High Dividend Index ET 1.3 40 1 10.3 +5.1
BBEU JPMorgan BetaBuilders Europe ETF 1.3 9 32 7.2 +2.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 1.3 46 -5 6.7 +1.5
FENI Fidelity Enhanced International ETF 1.3 28 13 6.6 +1.4
FLEE Franklin FTSE Europe ETF 1.3 9 32 7.3 +2.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.2 39 2 6.7 +1.5
ROE Astoria US Quality Kings ETF 1.2 49 -8 6.5 +1.4
DWM WisdomTree International Equity Fund 1.2 48 -7 7.4 +2.2
TMFX Motley Fool Next Index ETF 1.2 50 -9 2.6 -2.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.2 52 -11 6.3 +1.2
FXU First Trust Utilities AlphaDEX Fund 1.2 64 -23 5.4 +0.3
DIV Global X SuperDividend US ETF 1.2 45 -4 11.7 +6.6
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 1.2 29 12 4.6 -0.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.2 30 11 13.0 +7.8
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.2 59 -18 6.1 +0.9
GINN Goldman Sachs Innovate Equity ETF 1.2 52 -11 3.7 -1.5
EMMF WisdomTree Emerging Markets Multifactor Fund 1.2 48 -7 7.5 +2.3
FEP First Trust Europe AlphaDEX Fund 1.2 80 -39 9.1 +3.9
XMHQ Invesco S&P MidCap Quality ETF 1.2 25 16 6.5 +1.3
KALL KraneShares MSCI All China Index ETF 1.2 49 -8 14.9 +9.8
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 1.2 20 21 6.3 +1.2
STXK Strive Small-Cap ETF 1.2 18 23 5.8 +0.6
UIVM VictoryShares International Value Momentum ETF 1.2 35 6 8.9 +3.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.1 15 26 4.7 -0.4
IDMO Invesco S&P International Developed Momentum ETF 1.1 25 16 5.3 +0.2
IJS iShares S&P Small-Cap 600 Value ETF 1.1 18 23 9.7 +4.5
NIXT Research Affiliates Deletions ETF 1.1 9 32 8.7 +3.5
EFA iShares MSCI EAFE ETF 1.1 35 6 6.7 +1.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 1.1 35 6 6.6 +1.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 1.1 40 1 7.4 +2.3
TPIF Timothy Plan International ETF 1.1 62 -21 6.2 +1.1
FICS First Trust International Developed Capital Strength ETF 1.1 70 -29 7.3 +2.2
EWO iShares MSCI Austria ETF 1.1 50 -9 10.7 +5.5
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.1 30 11 7.0 +1.9
IWO iShares Russell 2000 Growth ETF 1.1 24 17 1.3 -3.9
DSMC Distillate Small/Mid Cash Flow ETF 1.1 55 -14 11.7 +6.6
SLYV SPDR S&P 600 Small Cap Value ETF 1.1 15 26 9.7 +4.6
IWM iShares Russell 2000 ETF 1.1 19 22 4.3 -0.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 6 10.0 +4.8
RSSL Global X Russell 2000 ETF 1.1 8 33 4.4 -0.8
ESGE iShares ESG Aware MSCI EM ETF 1.1 25 16 10.4 +5.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 10 31 9.7 +4.6
VTWG Vanguard Russell 2000 Growth ETF 1.1 10 31 1.4 -3.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.1 65 -24 3.5 -1.7
FIDI Fidelity International High Dividend ETF 1.1 18 23 8.7 +3.5
IWN iShares Russell 2000 Value ETF 1.1 24 17 7.3 +2.1
FTHF First Trust Emerging Markets Human Flourishing ETF 1.1 75 -34 8.6 +3.4
NUEM Nuveen ESG Emerging Markets Equity ETF 1.1 36 5 8.0 +2.8
VTWO Vanguard Russell 2000 ETF 1.1 7 34 4.3 -0.8
BKF iShares MSCI BIC ETF 1.1 69 -28 13.8 +8.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.0 55 -14 4.2 -0.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 2 5.3 +0.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.0 49 -8 6.8 +1.7
CWI SPDR MSCI ACWI ex-US ETF 1.0 30 11 7.7 +2.5
IEFA iShares Core MSCI EAFE ETF 1.0 7 34 7.0 +1.8
VTWV Vanguard Russell 2000 Value ETF 1.0 10 31 7.3 +2.1
NUSC Nuveen ESG Small-Cap ETF 1.0 31 10 5.3 +0.2
TCHI iShares MSCI China Multisector Tech ETF 1.0 59 -18 16.6 +11.5
BUZZ VanEck Social Sentiment ETF 1.0 75 -34 -0.4 -5.5
LDEM iShares ESG MSCI EM Leaders ETF 1.0 17 24 14.1 +8.9
FSZ First Trust Switzerland AlphaDEX Fund 1.0 80 -39 5.3 +0.1
SCHF Schwab International Equity ETF 1.0 6 35 7.3 +2.1
DWX SPDR S&P International Dividend ETF 1.0 45 -4 6.1 +1.0
EWU iShares MSCI United Kingdom ETF 1.0 50 -9 8.1 +3.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.0 60 -19 7.6 +2.4
BKSE BNY Mellon US Small Cap Core Equity ETF 1.0 4 37 5.9 +0.8
ECH iShares MSCI Chile ETF 1.0 58 -17 8.5 +3.4
PSCI Invesco S&P SmallCap Industrials ETF 1.0 29 12 5.0 -0.1
IDEV iShares Core MSCI International Developed Markets ETF 1.0 4 37 7.0 +1.8
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.9 40 1 7.2 +2.0
IDLV Invesco S&P International Developed Low Volatility ETF 0.9 25 16 6.3 +1.1
DWMF WisdomTree International Multifactor Fund 0.9 38 3 7.0 +1.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.9 45 -4 8.8 +3.7
FNX First Trust Mid Cap Core AlphaDEX Fund 0.9 60 -19 7.3 +2.1
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.9 36 5 6.5 +1.4
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.9 24 17 7.4 +2.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.9 39 2 5.8 +0.6
VEA Vanguard FTSE Developed Markets ETF 0.9 3 38 7.2 +2.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.9 35 6 9.0 +3.9
HFXI IQ FTSE International Equity Currency Neutral ETF 0.9 20 21 7.1 +1.9
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 -18 4.3 -0.9
STXI Strive International Developed Markets ETF 0.9 29 12 6.7 +1.5
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.9 41 0 8.7 +3.6
ACWX iShares MSCI ACWI ex U.S. ETF 0.9 34 7 7.8 +2.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 64 -23 2.2 -3.0
IMFL Invesco International Developed Dynamic Multifactor ETF 0.9 34 7 6.1 +0.9
VIDI Vident International Equity Strategy ETF 0.9 61 -20 10.9 +5.8
SDIV Global X Superdividend ETF 0.9 58 -17 41.3 +36.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.9 60 -19 9.4 +4.3
DFSI Dimensional International Sustainability Core 1 ETF 0.9 24 17 6.3 +1.2
EDOG ALPS Emerging Sector Dividend Dogs ETF 0.9 60 -19 10.8 +5.6
PXH Invesco FTSE RAFI Emerging Markets ETF 0.9 49 -8 15.9 +10.8
GSID Goldman Sachs MarketBeta International Equity ETF 0.9 20 21 6.9 +1.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.9 3 38 7.0 +1.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.9 25 16 9.6 +4.4
DFAI Dimensional International Core Equity Market ETF 0.9 18 23 7.1 +2.0
QQQS Invesco NASDAQ Future Gen 200 ETF 0.9 20 21 -4.2 -9.3
DEM WisdomTree Emerging Markets High Dividend Fund 0.9 63 -22 13.3 +8.1
RAYC Rayliant Quantamental China Equity ETF 0.9 80 -39 7.4 +2.3
FEUZ First Trust Eurozone AlphaDEX ETF 0.9 80 -39 9.1 +3.9
JHMD John Hancock Multifactor Developed International ETF 0.9 39 2 7.6 +2.4
IXUS iShares Core MSCI Total International Stock ETF 0.9 7 34 7.9 +2.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.9 4 37 8.1 +3.0
WBIY WBI Power Factor High Dividend ETF 0.8 100 -59 14.7 +9.6
VXUS Vanguard Total International Stock ETF 0.8 5 36 7.9 +2.8
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.8 65 -24 12.1 +6.9
DISV Dimensional International Small Cap Value ETF 0.8 42 -1 9.1 +3.9
JSTC Adasina Social Justice All Cap Global ETF 0.8 89 -48 4.8 -0.4
BKIE BNY Mellon International Equity ETF 0.8 4 37 7.0 +1.9
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.8 30 11 9.2 +4.1
VAMO Cambria Value & Momentum ETF 0.8 61 -20 5.8 +0.6
PSC Principal U.S. Small-Cap ETF 0.8 38 3 6.8 +1.6
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 23 8.6 +3.5
MDYV SPDR S&P 400 Mid Cap Value ETF 0.8 15 26 8.7 +3.5
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.8 32 9 16.1 +10.9
DEW WisdomTree Global High Dividend Fund 0.8 58 -17 8.4 +3.2
CIL VictoryShares International Volatility Wtd ETF 0.8 45 -4 6.6 +1.4
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 -1 6.6 +1.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.8 10 31 8.8 +3.6
JPIN J.P. Morgan Diversified Return International Equity ETF 0.8 37 4 8.3 +3.2
AVDE Avantis International Equity ETF 0.8 23 18 7.4 +2.2
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.8 50 -9 11.1 +5.9
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 35 9.2 +4.1
DFIS Dimensional International Small Cap ETF 0.7 39 2 7.3 +2.1
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 12 4.7 -0.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.7 41 0 7.5 +2.3
SFYX SoFi Next 500 ETF 0.7 0 41 5.7 +0.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 24 5.7 +0.5
FDWM Fidelity Women's Leadership ETF 0.7 59 -18 4.8 -0.4
FLGB Franklin FTSE United Kingdom ETF 0.7 9 32 7.6 +2.4
AVSD Avantis Responsible International Equity ETF 0.7 23 18 5.7 +0.5
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.7 18 23 7.9 +2.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 32 4.2 -1.0
FYC First Trust Small Cap Growth AlphaDEX Fund 0.7 71 -30 0.5 -4.7
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.7 72 -31 -0.9 -6.1
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.7 70 -29 7.8 +2.6
RNEM First Trust Emerging Markets Equity Select ETF 0.7 75 -34 7.7 +2.5
SQLV Royce Quant Small-Cap Quality Value ETF 0.7 60 -19 9.2 +4.0
VLUE iShares MSCI USA Value Factor ETF 0.7 15 26 9.5 +4.3
PSCT Invesco S&P SmallCap Information Technology ETF 0.7 29 12 5.2 +0.1
ISCB iShares Morningstar Small-Cap ETF 0.7 4 37 6.2 +1.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 21 6.8 +1.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 31 4.3 -0.9
DIVI Franklin International Core Dividend Tilt Index ETF 0.7 9 32 7.9 +2.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.7 10 31 4.3 -0.9
DFAS Dimensional U.S. Small Cap ETF 0.7 26 15 6.3 +1.2
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.7 38 3 9.3 +4.1
PGJ Invesco Golden Dragon China ETF 0.7 70 -29 12.5 +7.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.7 8 33 6.1 +1.0
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.7 59 -18 9.0 +3.8
AVES Avantis Emerging Markets Value ETF 0.7 36 5 11.1 +5.9
FLIN Franklin FTSE India ETF 0.7 19 22 4.2 -0.9
KNO AXS Knowledge Leaders ETF 0.7 78 -37 6.0 +0.8
VB Vanguard Small-Cap ETF 0.7 5 36 6.1 +1.0
EMXC iShares MSCI Emerging Markets ex China ETF 0.7 25 16 7.8 +2.6
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.7 45 -4 10.5 +5.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.6 95 -54 0.5 -4.6
BIBL Inspire 100 ETF 0.6 35 6 5.1 -0.1
SCHA Schwab U.S. Small-Cap ETF 0.6 4 37 5.9 +0.7
EMDM First Trust Bloomberg Emerging Market Democracies ETF 0.6 75 -34 9.7 +4.6
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.6 32 9 7.0 +1.9
ISCG iShares Morningstar Small-Cap Growth ETF 0.6 6 35 2.9 -2.3
EFG iShares MSCI EAFE Growth ETF 0.6 36 5 4.4 -0.8
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.6 53 -12 7.9 +2.8
DFAE Dimensional Emerging Core Equity Market ETF 0.6 35 6 9.4 +4.3
XJR iShares ESG Screened S&P Small-Cap ETF 0.6 12 29 7.3 +2.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.6 30 11 10.6 +5.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.6 30 11 7.9 +2.7
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.6 80 -39 5.0 -0.2
INDA iShares MSCI India ETF 0.6 65 -24 4.8 -0.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.6 39 2 5.8 +0.6
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.6 25 16 7.3 +2.1
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.6 58 -17 8.8 +3.7
GXC SPDR S&P China ETF 0.6 59 -18 15.4 +10.3
VWO Vanguard FTSE Emerging Markets ETF 0.6 7 34 10.3 +5.2
JSML Janus Henderson Small Cap Growth Alpha ETF 0.6 30 11 7.8 +2.6
EWX SPDR S&P Emerging Markets Small Cap ETF 0.6 65 -24 7.8 +2.6
EMGF iShares Emerging Markets Equity Factor ETF 0.6 25 16 11.9 +6.7
PSCE Invesco S&P SmallCap Energy ETF 0.6 29 12 11.3 +6.2
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.6 15 26 8.1 +2.9
IJR iShares Core S&P Small Cap ETF 0.6 6 35 7.6 +2.4
IEMG iShares Core MSCI Emerging Markets ETF 0.6 9 32 10.6 +5.5
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 21 6.2 +1.0
DFIC Dimensional International Core Equity 2 ETF 0.6 23 18 7.4 +2.2
FTC First Trust Large Cap Growth AlphaDEX Fund 0.6 59 -18 2.7 -2.4
NULV Nuveen ESG Large-Cap Value ETF 0.6 26 15 6.3 +1.1
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.6 24 17 8.2 +3.0
XCNY SPDR S&P Emerging Markets ex-China ETF 0.6 15 26 7.8 +2.7
EEM iShares MSCI Emerging Markets ETF 0.6 69 -28 10.5 +5.3
BKEM BNY Mellon Emerging Markets Equity ETF 0.6 11 30 10.2 +5.0
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.6 15 26 10.4 +5.2
TTAI FCF International Quality ETF 0.6 59 -18 7.2 +2.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 38 7.6 +2.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 16 8.2 +3.0
SCHC Schwab International Small-Cap Equity ETF 0.6 11 30 6.6 +1.5
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.6 36 5 10.0 +4.8
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 7 34 7.6 +2.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.5 66 -25 9.7 +4.6
IVLU iShares MSCI Intl Value Factor ETF 0.5 30 11 10.4 +5.2
EMXF iShares ESG Advanced MSCI EM ETF 0.5 16 25 8.6 +3.4
FPX First Trust US Equity Opportunities ETF 0.5 61 -20 1.0 -4.2
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.5 90 -49 7.0 +1.8
STXE Strive Emerging Markets Ex-China ETF 0.5 32 9 7.9 +2.8
VPU Vanguard Utilities ETF 0.5 9 32 5.3 +0.1
IDHQ Invesco S&P International Developed High Quality ETF 0.5 29 12 6.6 +1.5
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.5 39 2 16.5 +11.3
EIS iShares MSCI Israel ETF 0.5 58 -17 8.0 +2.8
AVDS Avantis International Small Cap Equity ETF 0.5 30 11 7.3 +2.1
XC WisdomTree Emerging Markets Ex-China Fund 0.5 32 9 6.3 +1.1
FUTY Fidelity MSCI Utilities Index ETF 0.5 8 33 5.3 +0.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 21 5.6 +0.5
NETZ TCW Transform Systems ETF 0.5 75 -34 2.5 -2.7
TPSC Timothy Plan US Small Cap Core ETF 0.5 52 -11 6.7 +1.6
WCEO Hypatia Women CEO ETF 0.5 85 -44 3.7 -1.4
AVEM Avantis Emerging Markets Equity ETF 0.5 33 8 8.8 +3.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.5 39 2 7.9 +2.8
JHEM John Hancock Multifactor Emerging Markets ETF 0.5 49 -8 10.3 +5.2
AVEE Avantis Emerging Markets Small Cap Equity ETF 0.5 42 -1 9.7 +4.6
INTF iShares International Equity Factor ETF 0.5 15 26 7.6 +2.4
DFNV Donoghue Forlines Innovation ETF 0.5 69 -28 4.6 -0.5
MDY SPDR S&P Midcap 400 ETF Trust 0.5 24 17 7.1 +1.9
IJH iShares Core S&P Mid-Cap ETF 0.5 5 36 7.3 +2.1
DFSV Dimensional US Small Cap Value ETF 0.5 31 10 9.9 +4.7
FLCH Franklin FTSE China ETF 0.5 19 22 16.0 +10.9
AVSC Avantis U.S Small Cap Equity ETF 0.5 25 16 5.5 +0.4
RODE Hartford Multifactor Diversified International ETF 0.5 29 12 11.4 +6.2
EES WisdomTree U.S. SmallCap Fund 0.5 38 3 8.6 +3.5
SCHE Schwab Emerging Markets Equity ETF 0.5 11 30 11.1 +5.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 26 7.2 +2.1
IVOO Vanguard S&P Mid-Cap 400 ETF 0.4 7 34 7.4 +2.2
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.4 3 38 7.3 +2.1
ESIX SPDR S&P SmallCap 600 ESG ETF 0.4 12 29 7.9 +2.7
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.4 80 -39 9.6 +4.4
EWL iShares MSCI Switzerland ETF 0.4 50 -9 6.2 +1.1
ROAM Hartford Multifactor Emerging Markets ETF 0.4 44 -3 12.2 +7.1
FKU First Trust United Kingdom AlphaDEX Fund 0.4 80 -39 7.3 +2.1
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -39 10.6 +5.4
DXIV Dimensional International Vector Equity ETF 0.4 34 7 7.8 +2.7
USMF WisdomTree U.S. Multifactor Fund 0.4 28 13 7.0 +1.8
DIM WisdomTree International MidCap Dividend Fund 0.4 58 -17 7.5 +2.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.4 35 6 7.7 +2.5
EPP iShares MSCI Pacific ex-Japan ETF 0.4 47 -6 5.1 -0.1
VXF Vanguard Extended Market ETF 0.4 5 36 4.7 -0.5
IEUS iShares MSCI Europe Small-Cap ETF 0.4 42 -1 7.2 +2.1
CRTC Xtrackers US National Critical Technologies ETF 0.4 35 6 4.8 -0.4
KLMT Invesco MSCI Global Climate 500 ETF 0.4 10 31 5.7 +0.6
JHMM John Hancock Multifactor Mid Cap ETF 0.4 42 -1 6.3 +1.2
HKND Humankind US Stock ETF 0.4 11 30 7.1 +1.9
LIVR Intelligent Livermore ETF 0.4 69 -28 5.4 +0.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.4 35 6 7.1 +2.0
EWJV iShares MSCI Japan Value ETF 0.4 15 26 8.8 +3.6
PPIE Putnam PanAgora ESG International Equity ETF 0.4 49 -8 7.4 +2.3
ECON Columbia Emerging Markets Consumer ETF 0.4 49 -8 12.6 +7.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 16 7.8 +2.7
GVLU Gotham 1000 Value ETF 0.4 50 -9 8.9 +3.7
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.4 70 -29 4.8 -0.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.4 39 2 9.6 +4.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 -1 5.4 +0.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.4 29 12 8.2 +3.0
BOUT Innovator IBD Breakout Opportunities ETF 0.4 81 -40 2.7 -2.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.4 25 16 11.1 +5.9
SPEM SPDR Portfolio Emerging Markets ETF 0.4 7 34 10.7 +5.5
FCA First Trust China AlphaDEX Fund 0.4 80 -39 8.3 +3.2
AVMC Avantis U.S. Mid Cap Equity ETF 0.4 18 23 6.8 +1.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.4 4 37 6.1 +1.0
MCHI iShares MSCI China ETF 0.4 59 -18 17.7 +12.5
SIXS ETC 6 Meridian Small Cap Equity ETF 0.4 89 -48 9.6 +4.4
DEEP Roundhill Acquirers Deep Value ETF 0.4 80 -39 17.0 +11.9
FTRI First Trust Indxx Global Natural Resources Income ETF 0.4 70 -29 7.6 +2.4
GLBL Pacer MSCI World Industry Advantage ETF 0.4 65 -24 4.1 -1.0
AVSE Avantis Responsible Emerging Markets Equity ETF 0.4 33 8 8.6 +3.4
SHUS Syntax Stratified U.S. Total Market Hedged ETF 0.4 65 -24 6.4 +1.2
SSPY Syntax Stratified LargeCap ETF 0.4 30 11 6.7 +1.5
FQAL Fidelity Quality Factor ETF 0.4 15 26 5.6 +0.5
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.4 33 8 10.2 +5.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.4 15 26 7.7 +2.6
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 21 6.5 +1.4
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 29 5.5 +0.4
VT Vanguard Total World Stock ETF 0.4 6 35 5.9 +0.7
VIS Vanguard Industrials ETF 0.4 9 32 4.5 -0.7
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.4 33 8 8.8 +3.6
ISMD Inspire Small/Mid Cap ETF 0.4 54 -13 5.5 +0.3
USMV iShares MSCI USA Min Vol Factor ETF 0.3 15 26 5.8 +0.6
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 1 6.9 +1.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.3 25 16 7.1 +1.9
IWC iShares Micro-Cap ETF 0.3 60 -19 -0.8 -6.0
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.3 32 9 9.3 +4.2
VSGX Vanguard ESG International Stock ETF 0.3 10 31 7.7 +2.5
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 22 9.4 +4.3
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.3 19 22 5.8 +0.6
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 11 5.9 +0.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.3 18 23 5.8 +0.6
GMF SPDR S&P Emerging Asia Pacific ETF 0.3 49 -8 9.6 +4.5
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.3 65 -24 4.9 -0.2
ACWI iShares MSCI ACWI ETF 0.3 32 9 5.5 +0.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 35 8.0 +2.9
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 13 9.2 +4.0
DFEV Dimensional Emerging Markets Value ETF 0.3 43 -2 13.4 +8.3
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 3 8.7 +3.6
SMIN iShares MSCI India Small Cap ETF 0.3 79 -38 4.1 -1.1
GWX SPDR S&P International Small Cap ETF 0.3 40 1 6.0 +0.8
TOK iShares MSCI Kokusai ETF 0.3 26 15 5.0 -0.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 17 8.1 +2.9
EZM WisdomTree U.S. MidCap Fund 0.3 38 3 9.0 +3.8
URTH iShares MSCI World ETF 0.3 24 17 5.1 -0.1
VEGN US Vegan Climate ETF 0.3 60 -19 4.5 -0.7
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -29 10.8 +5.6
RAYD Rayliant Quantitative Developed Market Equity ETF 0.3 80 -39 4.4 -0.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 34 6.0 +0.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 32 5.7 +0.5
DXUV Dimensional US Vector Equity ETF 0.3 28 13 6.2 +1.0
AVMV Avantis U.S. Mid Cap Value ETF 0.3 20 21 8.6 +3.4
FIDU Fidelity MSCI Industrial Index ETF 0.3 8 33 4.4 -0.8
FESM Fidelity Enhanced Small Cap ETF 0.3 28 13 7.2 +2.0
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.3 95 -54 11.8 +6.7
KOKU Xtrackers MSCI Kokusai Equity ETF 0.3 9 32 5.2 +0.0
NULC Nuveen ESG Large-Cap ETF 0.3 21 20 4.6 -0.6
BFOR ALPS Barron's 400 ETF 0.3 65 -24 5.9 +0.7
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.3 80 -39 9.1 +4.0
KSTR KraneShares SSE STAR Market 50 Index ETF 0.3 89 -48 1.1 -4.1
EEMA iShares MSCI Emerging Markets Asia ETF 0.3 49 -8 10.4 +5.3
BRF VanEck Brazil Small-Cap ETF 0.3 66 -25 11.3 +6.2
EWZS iShares MSCI Brazil Small-Cap ETF 0.3 59 -18 10.1 +4.9
XOP SPDR S&P Oil & Gas Exploration & Production ETF 0.3 35 6 14.6 +9.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.3 15 26 6.0 +0.8
VPL Vanguard FTSE Pacific ETF 0.3 7 34 6.8 +1.7
GLOF iShares Global Equity Factor ETF 0.3 20 21 6.5 +1.3
JHID John Hancock International High Dividend ETF 0.3 46 -5 9.5 +4.3
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 -7 6.7 +1.5
IPAC iShares Core MSCI Pacific ETF 0.2 9 32 6.3 +1.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 -6 8.9 +3.7
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.2 40 1 12.3 +7.2
VGT Vanguard Information Technology ETF 0.2 9 32 3.9 -1.3
VOT Vanguard Mid-Cap Growth ETF 0.2 7 34 3.5 -1.6
EIPX FT Energy Income Partners Strategy ETF 0.2 95 -54 7.5 +2.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 21 5.5 +0.4
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 26 7.0 +1.8
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.2 58 -17 9.8 +4.6
FTEC Fidelity MSCI Information Technology Index ETF 0.2 8 33 3.9 -1.2
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 70 -29 9.5 +4.3
DTAN Sparkline International Intangible Value ETF 0.2 55 -14 8.5 +3.4
IWS iShares Russell Mid-Cap Value ETF 0.2 23 18 6.7 +1.5
PIN Invesco India ETF 0.2 78 -37 4.8 -0.4
DFUV Dimensional US Marketwide Value ETF 0.2 22 19 7.5 +2.3
VFMV Vanguard U.S. Minimum Volatility ETF 0.2 13 28 5.7 +0.5
FLSW Franklin FTSE Switzerland ETF 0.2 9 32 6.4 +1.2
XLK Technology Select Sector SPDR Fund 0.2 8 33 4.5 -0.7
UMMA Wahed Dow Jones Islamic World ETF 0.2 65 -24 5.4 +0.3
MGMT Ballast Small/Mid Cap ETF 0.2 110 -69 8.1 +3.0
WDNA WisdomTree BioRevolution Fund 0.2 45 -4 -1.4 -6.6
PXI Invesco Dorsey Wright Energy Momentum ETF 0.2 60 -19 7.1 +1.9
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 12 7.7 +2.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 32 6.1 +0.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.2 15 26 7.9 +2.7
EXI iShares Global Industrials ETF 0.2 42 -1 4.5 -0.7
EBI Longview Advantage ETF 0.2 35 6 6.5 +1.3
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 -24 8.4 +3.2
XCEM Columbia EM Core ex-China ETF 0.2 16 25 8.4 +3.3
FLKR Franklin FTSE South Korea ETF 0.2 9 32 9.4 +4.2
IWR iShares Russell Midcap ETF 0.2 19 22 5.7 +0.6
SIZE iShares MSCI USA Size Factor ETF 0.2 15 26 6.0 +0.9
EVLU iShares MSCI Emerging Markets Value Factor ETF 0.2 35 6 18.6 +13.4
EWJ iShares MSCI Japan ETF 0.2 50 -9 6.2 +1.0
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -20 5.9 +0.7
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 22 6.8 +1.6
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 26 5.9 +0.7
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 +0.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.2 25 16 5.9 +0.7
EUSA iShares MSCI USA Equal Weighted ETF 0.2 9 32 6.1 +0.9
DFLV Dimensional US Large Cap Value ETF 0.2 22 19 7.7 +2.6
EWC iShares MSCI Canada ETF 0.2 50 -9 6.1 +1.0
DFE WisdomTree Europe SmallCap Dividend Fund 0.2 58 -17 8.0 +2.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.2 15 26 4.6 -0.5
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 18 8.2 +3.0
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 29 7.0 +1.9
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 24 5.5 +0.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 17 7.7 +2.5
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 -6 6.2 +1.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -39 7.7 +2.6
PTL Inspire 500 ETF 0.2 9 32 5.2 +0.0
VFVA Vanguard U.S. Value Factor ETF 0.2 13 28 10.8 +5.6
IGM iShares Expanded Tech Sector ETF 0.2 41 0 3.9 -1.3
SCHY Schwab International Dividend Equity ETF 0.2 14 27 9.7 +4.5
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 37 6.0 +0.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 20 3.7 -1.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.2 25 16 5.6 +0.5
FLJP Franklin FTSE Japan ETF 0.2 9 32 6.3 +1.2
FMDE Fidelity Enhanced Mid Cap ETF 0.2 23 18 5.7 +0.6
TTAC FCF US Quality ETF 0.2 59 -18 6.2 +1.1
IDU iShares U.S. Utilities ETF 0.2 40 1 4.7 -0.5
WOMN Impact Shares YWCA Women's Empowerment ETF 0.2 75 -34 5.3 +0.2
IJK iShares S&P Mid-Cap 400 Growth ETF 0.2 17 24 5.8 +0.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 2 9.3 +4.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.2 19 22 5.3 +0.1
DFIV Dimensional International Value ETF 0.1 27 14 9.6 +4.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.1 10 31 6.0 +0.8
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 0 6.8 +1.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.1 15 26 5.8 +0.7
VBR Vanguard Small Cap Value ETF 0.1 7 34 9.1 +3.9
FLJH Franklin FTSE Japan Hedged ETF 0.1 9 32 6.1 +1.0
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 18 3.4 -1.8
DCOR Dimensional US Core Equity 1 ETF 0.1 14 27 5.3 +0.2
EEMO Invesco S&P Emerging Markets Momentum ETF 0.1 29 12 6.6 +1.5
DIHP Dimensional International High Profitability ETF 0.1 29 12 7.2 +2.0
IXN iShares Global Tech ETF 0.1 41 0 3.6 -1.6
AVSU Avantis Responsible U.S. Equity ETF 0.1 15 26 6.0 +0.8
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 26 5.7 +0.5
CNXT VanEck ChiNext ETF 0.1 65 -24 4.2 -1.0
HLGE Hartford Longevity Economy ETF 0.1 44 -3 -0.4 -5.5
VLU SPDR S&P 1500 Value Tilt ETF 0.1 12 29 7.4 +2.2
VDE Vanguard Energy ETF 0.1 9 32 8.8 +3.7
STXM Strive Mid-Cap ETF 0.1 18 23 6.1 +1.0
VWID Virtus WMC International Dividend ETF 0.1 49 -8 8.5 +3.3
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 29 8.1 +2.9
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 16 9.7 +4.5
PICK iShares MSCI Global Metals & Mining Producers ETF 0.1 39 2 12.7 +7.5
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 23 6.5 +1.3
VO Vanguard Mid-Cap ETF 0.1 4 37 5.7 +0.5
SMMD iShares Russell 2500 ETF 0.1 15 26 6.1 +1.0
DFAU Dimensional US Core Equity Market ETF 0.1 12 29 5.0 -0.2
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 5 3.6 -1.5
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 28 3.0 -2.2
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 -17 8.1 +2.9
CFA VictoryShares US 500 Volatility Wtd ETF 0.1 35 6 5.9 +0.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.1 40 1 5.8 +0.6
FEX First Trust Large Cap Core AlphaDEX Fund 0.1 59 -18 5.8 +0.7
THRO iShares U.S. Thematic Rotation Active ETF 0.1 90 -49 4.0 -1.2
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 32 4.7 -0.5
IUSV iShares Core S&P US Value ETF 0.1 4 37 6.4 +1.2
AVUS Avantis U.S. Equity ETF 0.1 15 26 5.7 +0.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 26 4.9 -0.3
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -26 9.8 +4.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 38 4.9 -0.3
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 23 5.3 +0.2
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 31 4.5 -0.6
VTI Vanguard Total Stock Market ETF 0.1 3 38 4.9 -0.3
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 21 9.4 +4.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 37 4.0 -1.2
DFUS Dimensional U.S. Equity ETF 0.1 9 32 4.8 -0.4
IWV iShares Russell 3000 ETF 0.1 20 21 4.7 -0.4
STXV Strive 1000 Value ETF 0.1 18 23 8.0 +2.8
VTHR Vanguard Russell 3000 ETF 0.1 7 34 4.8 -0.3
FENY Fidelity MSCI Energy Index ETF 0.1 8 33 8.9 +3.8
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 29 6.5 +1.3
DSI iShares MSCI KLD 400 Social ETF 0.1 25 16 4.8 -0.4
JHML John Hancock Multifactor Large Cap ETF 0.1 29 12 5.3 +0.2
QGRO American Century U.S. Quality Growth ETF 0.1 29 12 3.5 -1.6
DFVX Dimensional US Large Cap Vector ETF 0.1 22 19 6.2 +1.1
SCHB Schwab U.S. Broad Market ETF 0.1 3 38 5.0 -0.2
ONEO SPDR Russell 1000 Momentum Focus ETF 0.1 20 21 6.9 +1.8
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -9 4.7 -0.4
IWD iShares Russell 1000 Value ETF 0.1 19 22 6.4 +1.2
TUR iShares MSCI Turkey ETF 0.1 58 -17 17.0 +11.8
ILCV iShares Morningstar Value ETF 0.1 4 37 6.4 +1.3
VONV Vanguard Russell 1000 Value ETF 0.1 7 34 6.5 +1.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 30 4.9 -0.3
AVIV Avantis International Large Cap Value ETF 0.1 25 16 8.6 +3.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.1 3 38 5.1 -0.1
IJT iShares S&P Small-Cap 600 Growth ETF 0.1 18 23 5.4 +0.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -4 4.4 -0.8
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 31 4.9 -0.2
SLYG SPDR S&P 600 Small Cap Growth ETF 0.1 15 26 5.5 +0.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.1 10 31 5.6 +0.4
IYY iShares Dow Jones U.S. ETF 0.1 20 21 4.8 -0.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 27 4.8 -0.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.1 18 23 7.7 +2.5
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 32 4.9 -0.3
AVUQ Avantis U.S. Quality ETF 0.1 15 26 4.4 -0.8
CQQQ Invesco China Technology ETF 0.1 70 -29 12.2 +7.1
VOOV Vanguard S&P 500 Value ETF 0.1 7 34 6.3 +1.1
STXG Strive 1000 Growth ETF 0.1 18 23 3.8 -1.3
IVE iShares S&P 500 Value ETF 0.1 18 23 6.1 +1.0
SPYV SPDR Portfolio S&P 500 Value ETF 0.1 4 37 6.3 +1.1
SFY SoFi Select 500 ETF 0.1 0 41 4.4 -0.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 30 5.1 -0.1
EMLP First Trust North American Energy Infrastructure Fund 0.1 95 -54 5.2 +0.1
EPS WisdomTree U.S. LargeCap Fund 0.1 8 33 5.7 +0.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 31 4.9 -0.2
SNPV Xtrackers S&P 500 Value ESG ETF 0.1 15 26 6.7 +1.6
VFMF Vanguard U.S. Multifactor ETF 0.1 18 23 7.9 +2.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 39 4.9 -0.3
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 32 4.8 -0.4
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 32 4.6 -0.6
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 12 4.6 -0.6
PRF Invesco FTSE RAFI US 1000 ETF 0.0 39 2 6.8 +1.6
FNDB Schwab Fundamental US Broad Market Index ETF 0.0 25 16 7.2 +2.1
XVV iShares ESG Screened S&P 500 ETF 0.0 8 33 4.8 -0.4
XMAG Defiance Large Cap ex-Mag 7 ETF 0.0 35 6 5.1 -0.1
SPHQ Invesco S&P 500 Quality ETF 0.0 15 26 5.5 +0.3
IVV iShares Core S&P 500 ETF 0.0 3 38 4.9 -0.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0 20 21 4.7 -0.5
VOO Vanguard S&P 500 ETF 0.0 3 38 5.0 -0.2
VUG Vanguard Growth ETF 0.0 4 37 4.0 -1.2
SPLG SPDR Portfolio S&P 500 ETF 0.0 2 39 4.9 -0.2
SPY SPDR S&P 500 ETF Trust 0.0 9 32 4.9 -0.3
DSPY Tema S&P 500 Historical Weight ETF 0.0 18 23 5.1 -0.0
VONE Vanguard Russell 1000 ETF 0.0 7 34 4.9 -0.3
IWB iShares Russell 1000 ETF 0.0 15 26 4.8 -0.4
SCHX Schwab U.S. Large-Cap ETF 0.0 3 38 4.9 -0.2
IUSG iShares Core S&P U.S. Growth ETF 0.0 4 37 4.2 -1.0
SCHK Schwab 1000 Index ETF 0.0 5 36 5.0 -0.2
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 24 7.0 +1.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.0 20 21 5.0 -0.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.0 7 34 5.1 -0.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 29 4.5 -0.7
TOV JLens 500 Jewish Advocacy U.S. ETF 0.0 18 23 4.6 -0.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.0 20 21 7.6 +2.4
IVW iShares S&P 500 Growth ETF 0.0 18 23 4.0 -1.2
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
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 -1 4.2 -0.9
IUS Invesco RAFI Strategic US ETF 0.0 19 22 6.9 +1.7
PBUS Invesco MSCI USA ETF 0.0 4 37 4.8 -0.3
PKW Invesco Buyback Achievers ETF 0.0 62 -21 7.1 +1.9
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 38 4.8 -0.4
RVRB Reverb ETF 0.0 30 11 4.5 -0.6
RWL Invesco S&P 500 Revenue ETF 0.0 39 2 6.8 +1.7
STRV Strive 500 ETF 0.0 5 36 4.8 -0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 0.0 0 41 4.9 -0.3
VOTE TCW Transform 500 ETF 0.0 5 36 4.8 -0.3
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 26 7.7 +2.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.0 9 32 4.9 -0.3
REVS Columbia Research Enhanced Value ETF 0.0 19 22 7.5 +2.4
FELV Fidelity Enhanced Large Cap Value ETF 0.0 18 23 6.7 +1.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.0 29 12 6.4 +1.3
AVIE Avantis  Inflation Focused Equity ETF 0.0 25 16 7.3 +2.2
AFLG First Trust Active Factor Large Cap ETF 0.0 55 -14 6.3 +1.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 29 4.5 -0.6
MODL VictoryShares WestEnd U.S. Sector ETF 0.0 42 -1 4.6 -0.6
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.0 25 16 7.0 +1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.0 75 -34 4.0 -1.2
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 -8 5.6 +0.4
RECS Columbia Research Enhanced Core ETF 0.0 15 26 5.6 +0.5
VV Vanguard Large-Cap ETF 0.0 4 37 4.8 -0.4
APIE ActivePassive International Equity ETF 0.0 45 -4 7.6 +2.4
IWF iShares Russell 1000 Growth ETF 0.0 19 22 4.4 -0.8
VONG Vanguard Russell 1000 Growth ETF 0.0 7 34 4.4 -0.7
VYM Vanguard High Dividend Yield Index ETF 0.0 6 35 7.0 +1.9
FNDX Schwab Fundamental US Large Co. Index ETF 0.0 25 16 7.2 +2.0
DIVB iShares Core Dividend ETF 0.0 5 36 8.0 +2.9
GSPY Gotham Enhanced 500 ETF 0.0 50 -9 5.2 +0.1
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 13 6.3 +1.1
AVDV Avantis International Small Cap Value ETF 0.0 36 5 9.5 +4.3
APUE ActivePassive U.S. Equity ETF 0.0 45 -4 4.6 -0.6
FBCG Fidelity Blue Chip Growth ETF 0.0 59 -18 2.8 -2.4
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.0 20 21 10.9 +5.7

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%.

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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

Historical valuation trends

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

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 8.2 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 41 bp
Equals: ALTAR Score 5.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.