iShares Global Clean Energy ETF
ALTAR
Score™		 4.3% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 18.0x P/Sales
ratio		 1.3x
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) $2,252
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) $13,130
Large cap (>$10bn) 45.4%
Mid cap ($2-10bn) 39.6%
Small cap (<$2bn) 15.0%
Developed mkts 70.7%
Emerging mkts 29.3%

TOP TEN HOLDINGS
FIRST SOLAR INC 9.7 %
ENPHASE ENERGY INC 8.2 %
VESTAS WIND SYSTEMS A/S 5.4 %
DONG ENERGY A/S 5.2 %
CHINA YANGTZE POWER CO LTD-A 4.9 %
NEXTRACKER, INC. CLASS A 3.8 %
CHUBU ELECTRIC POWER CO INC 3.2 %
SUZLON ENERGY LIMITED 3.0 %
EDP-ENERGIAS DE PORTUGAL SA 2.8 %
ORMAT TECHNOLOGIES INC 2.4 %
Total 48.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 37.7 %
CHINA 12.5 %
DENMARK 10.5 %
INDIA 5.8 %
BRAZIL 4.7 %
JAPAN 3.6 %
CANADA 3.4 %
PORTUGAL 3.0 %
SOUTH KOREA 2.8 %
GERMANY 2.6 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-10.7% -28.6% 8.5% 4.2% -5.9%

Market Correlations
versus... Beta R-squared
S&P500 1.09 44%
MSCI EAFE 1.07 40%
MSCI Emg. Mkts. 1.00 37%

Technical Indicators
Recent close $13.08
30d moving avg. $14.00
Annualized volatility 29.0%
Short interest (ETF) 3.0%
Relative strength (RSI) 66

Liquidity measures
Avg. volume (thou.) 4,065
Turnover 2.4%
Bid/Ask (% of price) 0.07%
ADV underlying (mns) $3,690

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 655 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™: 4.3%


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 48.4 39 2 3.7 -0.6
VCLN Virtus Duff & Phelps Clean Energy ETF 38.7 59 -18 3.5 -0.8
TAN Invesco Solar ETF 36.4 67 -26 6.2 +1.9
RAYS Global X Solar ETF 35.2 51 -10 4.7 +0.4
CTEC Global X CleanTech ETF 33.7 50 -9 1.0 -3.3
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 30.6 58 -17 -0.3 -4.6
ACES ALPS Clean Energy ETF 26.7 55 -14 -5.0 -9.3
SMOG VanEck Low Carbon Energy ETF 25.0 61 -20 3.0 -1.3
ERTH Invesco MSCI Sustainable Future ETF 24.7 62 -21 3.7 -0.6
FAN First Trust Global Wind Energy ETF 22.7 60 -19 5.5 +1.2
CNRG SPDR S&P Kensho Clean Power ETF 22.4 45 -4 -7.5 -11.8
RNRG Global X Renewable Energy Producers ETF 22.3 66 -25 4.9 +0.6
RNEW VanEck Green Infrastructure ETF 21.3 45 -4 -0.4 -4.7
PBD Invesco Global Clean Energy ETF 21.1 75 -34 -3.9 -8.2
WNDY Global X Wind Energy ETF 18.2 50 -9 5.2 +0.9
ETEC iShares Breakthrough Environmental Solutions ETF 17.1 47 -6 5.3 +1.0
PBW Invesco WilderHill Clean Energy ETF 16.6 66 -25 -19.8 -24.1
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 16.1 79 -38 5.1 +0.9
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 12.7 45 -4 6.2 +2.0
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 10.8 55 -14 3.6 -0.7
OCEN IQ Clean Oceans ETF 10.6 45 -4 5.3 +1.0
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 9.2 75 -34 7.8 +3.5
MVPS Amplify Thematic All-Stars ETF 8.9 49 -8 1.7 -2.6
CCSO Carbon Collective Climate Solutions US Equity ETF 8.6 35 6 2.3 -2.0
SDG iShares MSCI Global Sustainable Development Goals ETF 8.2 49 -8 5.8 +1.5
EDEN iShares MSCI Denmark ETF 7.7 53 -12 6.2 +1.9
OBOR KraneShares MSCI One Belt One Road Index ETF 6.5 79 -38 10.3 +6.0
XT iShares Exponential Technologies ETF 6.5 46 -5 3.9 -0.4
BNE Blue Horizon BNE ETF 6.1 87 -46 5.0 +0.7
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 5.9 55 -14 8.4 +4.1
BECO BlackRock Future Climate and Sustainable Economy ETF 5.8 70 -29 13.7 +9.4
CLNR IQ Cleaner Transport ETF 5.8 45 -4 8.3 +4.0
KGRN KraneShares MSCI China Clean Technology Index ETF 5.7 79 -38 6.5 +2.2
GSFP Goldman Sachs Future Planet Equity ETF 5.5 75 -34 4.5 +0.3
AFTY Pacer CSOP FTSE China A50 ETF 5.2 70 -29 9.2 +5.0
WBAT WisdomTree Battery Value Chain and Innovation Fund 4.1 45 -4 4.9 +0.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 4.0 58 -17 4.6 +0.3
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 4.0 65 -24 8.9 +4.6
CNYA iShares MSCI China A ETF 3.8 60 -19 8.6 +4.4
ISRA VanEck Israel ETF 3.7 59 -18 8.9 +4.6
FBZ First Trust Brazil AlphaDEX Fund 3.5 80 -39 11.9 +7.6
JCHI JPMorgan Active China ETF 3.5 65 -24 7.9 +3.6
HDRO Defiance Next Gen H2 ETF 3.5 30 11 -11.1 -15.4
HJEN Direxion Hydrogen ETF 3.5 45 -4 -3.2 -7.5
XSD SPDR S&P Semiconductor ETF 3.4 35 6 5.1 +0.8
DTEC ALPS Disruptive Technologies ETF 3.4 50 -9 3.3 -1.0
FXN First Trust Energy AlphaDEX Fund 3.4 62 -21 3.4 -0.9
HYDR Global X Hydrogen ETF 3.3 50 -9 -13.6 -17.9
RSPT Invesco S&P 500 Equal Weight Technology ETF 3.2 40 1 5.6 +1.3
HAP VanEck Natural Resources ETF 3.1 50 -9 9.5 +5.2
HAIL SPDR S&P Kensho Smart Mobility ETF 3.0 45 -4 -2.0 -6.3
RAYC Rayliant Quantamental China Equity ETF 3.0 80 -39 8.7 +4.4
EEMD AAM S&P Emerging Markets High Dividend Value ETF 2.8 49 -8 19.0 +14.7
IPO Renaissance IPO ETF 2.8 60 -19 -3.2 -7.5
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 2.8 75 -34 1.6 -2.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.7 20 21 5.4 +1.1
FXU First Trust Utilities AlphaDEX Fund 2.7 64 -23 6.2 +1.9
JXI iShares Global Utilities ETF 2.7 43 -2 6.7 +2.4
BLLD JPMorgan Sustainable Infrastructure ETF 2.7 49 -8 6.2 +1.9
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.5 39 2 -3.5 -7.8
TEMP JPMorgan Climate Change Solutions ETF 2.5 49 -8 4.7 +0.4
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.4 45 -4 -3.3 -7.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.4 15 26 4.7 +0.5
SPHB Invesco S&P 500 High Beta ETF 2.4 25 16 5.0 +0.7
JSML Janus Henderson Small Cap Growth Alpha ETF 2.3 30 11 9.3 +5.0
TRFM AAM Transformers ETF 2.3 49 -8 1.2 -3.1
NBDS Neuberger Berman Disrupters ETF 2.3 55 -14 1.9 -2.4
NUMG Nuveen ESG Mid-Cap Growth ETF 2.3 31 10 3.7 -0.6
TCHI iShares MSCI China Multisector Tech ETF 2.3 59 -18 3.0 -1.3
PSCT Invesco S&P SmallCap Information Technology ETF 2.2 29 12 6.5 +2.2
DWX SPDR S&P International Dividend ETF 2.2 45 -4 7.1 +2.8
CID VictoryShares International High Div Volatility Wtd ETF 2.1 45 -4 9.5 +5.2
TMFX Motley Fool Next Index ETF 2.1 50 -9 3.4 -0.9
EWZ iShares MSCI Brazil ETF 2.1 58 -17 11.9 +7.6
FID First Trust S&P International Dividend Aristocrats ETF 2.1 60 -19 9.8 +5.6
FTGS First Trust Growth Strength ETF 2.0 60 -19 6.5 +2.2
DVYE iShares Emerging Markets Dividend ETF 2.0 49 -8 16.6 +12.3
FLN First Trust Latin America AlphaDEX Fund 1.9 80 -39 11.1 +6.8
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.9 72 -31 2.2 -2.1
KALL KraneShares MSCI All China Index ETF 1.8 49 -8 9.4 +5.1
SDEM Global X MSCI SuperDividend Emerging Markets ETF 1.8 67 -26 17.5 +13.2
FDEV Fidelity International Multifactor ETF 1.8 18 23 7.5 +3.2
IYE iShares U.S. Energy ETF 1.7 40 1 6.5 +2.2
CXSE WisdomTree China ex-State-Owned Enterprises Fund 1.7 32 9 5.7 +1.4
UEVM VictoryShares Emerging Markets Value Momentum ETF 1.7 45 -4 12.7 +8.4
SPGP Invesco S&P 500 GARP ETF 1.6 34 7 8.5 +4.2
WDIV SPDR S&P Global Dividend ETF 1.6 40 1 10.2 +6.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.6 12 29 5.1 +0.8
DRIV Global X Autonomous & Electric Vehicles ETF 1.6 68 -27 3.4 -0.9
FJP First Trust Japan AlphaDEX Fund 1.6 80 -39 10.1 +5.9
FLBR Franklin FTSE Brazil ETF 1.5 19 22 12.4 +8.1
NUMV Nuveen ESG Mid-Cap Value ETF 1.5 31 10 7.4 +3.1
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 1.5 80 -39 14.2 +9.9
DKRB Subversive Decarbonization ETF 1.5 75 -34 0.0 -4.3
BLES Inspire Global Hope ETF 1.5 61 -20 6.3 +2.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.5 65 -24 3.8 -0.5
WWJD Inspire International ETF 1.5 80 -39 7.1 +2.8
NUSC Nuveen ESG Small-Cap ETF 1.5 31 10 5.2 +0.9
FDWM Fidelity Women's Leadership ETF 1.4 59 -18 4.8 +0.5
SLYV SPDR S&P 600 Small Cap Value ETF 1.4 15 26 9.4 +5.1
IJS iShares S&P Small-Cap 600 Value ETF 1.4 18 23 9.3 +5.0
EQAL Invesco Russell 1000 Equal Weight ETF 1.4 20 21 6.0 +1.7
EFAS Global X MSCI SuperDividend EAFE ETF 1.4 57 -16 9.7 +5.4
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 1.4 25 16 7.0 +2.7
FOVL iShares Focused Value Factor ETF 1.4 25 16 10.1 +5.9
DIV Global X SuperDividend US ETF 1.4 45 -4 7.8 +3.5
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.4 40 1 6.0 +1.7
XOP SPDR S&P Oil & Gas Exploration & Production ETF 1.3 35 6 10.0 +5.7
ECLN First Trust EIP Carbon Impact ETF 1.3 96 -55 5.3 +1.0
KOMP SPDR S&P Kensho New Economies Composite ETF 1.3 20 21 2.1 -2.2
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 1.3 29 12 6.1 +1.8
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.3 30 11 12.3 +8.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.3 52 -11 6.3 +2.1
EPI WisdomTree India Earnings Fund 1.3 85 -44 6.6 +2.3
QQQN VictoryShares Nasdaq Next 50 ETF 1.2 18 23 4.5 +0.2
BIBL Inspire 100 ETF 1.2 35 6 4.8 +0.5
FLLA Franklin FTSE Latin America ETF 1.2 19 22 11.7 +7.4
QQQS Invesco NASDAQ Future Gen 200 ETF 1.2 20 21 -7.8 -12.1
NETZ TCW Transform Systems ETF 1.2 75 -34 3.4 -0.9
PSCI Invesco S&P SmallCap Industrials ETF 1.2 29 12 6.0 +1.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.2 35 6 9.0 +4.8
ETHO Etho Climate Leadership U.S. ETF 1.2 47 -6 4.1 -0.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.1 55 -14 4.0 -0.3
GURU Global X Guru Index ETF 1.1 75 -34 2.5 -1.8
FEM First Trust Emerging Markets AlphaDEX Fund 1.1 80 -39 16.3 +12.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.1 10 31 4.8 +0.5
IWO iShares Russell 2000 Growth ETF 1.1 24 17 1.4 -2.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 37 5.7 +1.4
GVAL Cambria Global Value ETF 1.1 68 -27 12.3 +8.1
WDNA WisdomTree BioRevolution Fund 1.1 45 -4 -4.5 -8.8
BATT Amplify Lithium & Battery Technology ETF 1.1 59 -18 2.9 -1.4
ISZE iShares MSCI Intl Size Factor ETF 1.1 30 11 6.6 +2.3
GBUY Goldman Sachs Future Consumer Equity ETF 1.1 75 -34 3.1 -1.2
ECNS iShares MSCI China Small-Cap ETF 1.0 59 -18 14.2 +9.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.0 10 31 4.9 +0.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 1.0 49 -8 6.7 +2.4
SXUS Janus Henderson International Sustainable Equity ETF 1.0 60 -19 4.6 +0.3
SQLV Royce Quant Small-Cap Quality Value ETF 1.0 60 -19 9.0 +4.7
MGMT Ballast Small/Mid Cap ETF 1.0 110 -69 7.8 +3.5
FFND Future Fund Active ETF 1.0 100 -59 0.3 -4.0
GINN Goldman Sachs Innovate Equity ETF 1.0 52 -11 2.7 -1.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 1.0 7 34 6.5 +2.2
EEMO Invesco S&P Emerging Markets Momentum ETF 1.0 29 12 6.2 +1.9
AIRR First Trust RBA American Industrial Renaissance ETF 1.0 70 -29 5.3 +1.0
EMMF WisdomTree Emerging Markets Multifactor Fund 1.0 48 -7 9.4 +5.1
VOT Vanguard Mid-Cap Growth ETF 1.0 7 34 4.2 -0.1
SCHC Schwab International Small-Cap Equity ETF 1.0 11 30 6.4 +2.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.9 22 19 6.2 +1.9
IWTR iShares MSCI Water Management Multisector ETF 0.9 47 -6 4.8 +0.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.9 49 -8 4.8 +0.5
FEUZ First Trust Eurozone AlphaDEX ETF 0.9 80 -39 8.3 +4.0
ASHS Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.9 65 -24 6.3 +2.0
VRAI Virtus Real Asset Income ETF 0.9 55 -14 8.6 +4.3
OALC OneAscent Large Cap Core ETF 0.9 86 -45 5.9 +1.6
WLDR Affinity World Leaders Equity ETF 0.9 67 -26 8.5 +4.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 2 4.5 +0.3
STXK Strive Small-Cap ETF 0.9 18 23 5.5 +1.2
EWO iShares MSCI Austria ETF 0.9 50 -9 12.5 +8.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.9 3 38 8.2 +3.9
IJR iShares Core S&P Small Cap ETF 0.9 6 35 8.2 +3.9
GXG Global X MSCI Colombia ETF 0.9 62 -21 15.2 +10.9
CGV Conductor Global Equity Value ETF 0.9 130 -89 11.3 +7.1
ECOW Pacer Emerging Markets Cash Cows 100 ETF 0.9 70 -29 11.4 +7.1
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.9 50 -9 10.5 +6.2
DWMF WisdomTree International Multifactor Fund 0.9 38 3 7.3 +3.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.8 75 -34 3.2 -1.1
VTWG Vanguard Russell 2000 Growth ETF 0.8 15 26 1.7 -2.6
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.8 41 0 7.8 +3.5
ESGN Columbia International ESG Equity Income ETF 0.8 45 -4 9.0 +4.7
FLDZ RiverNorth Patriot ETF 0.8 75 -34 5.8 +1.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.8 24 17 8.6 +4.3
IFRA iShares U.S. Infrastructure ETF 0.8 30 11 6.3 +2.0
MCH Matthews China Active ETF 0.8 79 -38 6.1 +1.8
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.8 44 -3 10.3 +6.0
IEUS iShares MSCI Europe Small-Cap ETF 0.8 42 -1 0.0 -4.3
FLCH Franklin FTSE China ETF 0.8 19 22 9.6 +5.3
IPOS Renaissance International IPO ETF 0.8 80 -39 -168.9 -173.2
THD iShares MSCI Thailand ETF 0.8 58 -17 5.8 +1.5
FPX First Trust US Equity Opportunities ETF 0.8 61 -20 0.6 -3.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 -24 8.4 +4.1
VPU Vanguard Utilities ETF 0.8 10 31 6.2 +1.9
DFIS Dimensional International Small Cap ETF 0.8 39 2 6.7 +2.4
TPIF Timothy Plan International ETF 0.8 62 -21 6.7 +2.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.8 60 -19 5.0 +0.7
FSZ First Trust Switzerland AlphaDEX Fund 0.8 80 -39 4.1 -0.2
ESGE iShares ESG Aware MSCI EM ETF 0.8 25 16 7.7 +3.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.8 12 29 7.7 +3.5
EES WisdomTree U.S. SmallCap Fund 0.8 38 3 10.3 +6.0
NULG Nuveen ESG Large-Cap Growth ETF 0.8 26 15 4.4 +0.1
ISCG iShares Morningstar Small-Cap Growth ETF 0.8 6 35 2.5 -1.8
NULV Nuveen ESG Large-Cap Value ETF 0.7 26 15 7.1 +2.8
LDEM iShares ESG MSCI EM Leaders ETF 0.7 17 24 7.7 +3.5
CHGX AXS Change Finance ESG ETF 0.7 49 -8 5.1 +0.8
GXC SPDR S&P China ETF 0.7 59 -18 9.0 +4.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.7 39 2 9.4 +5.1
MCHI iShares MSCI China ETF 0.7 59 -18 8.9 +4.6
DGT SPDR Global Dow ETF 0.7 50 -9 6.7 +2.4
AVSC Avantis U.S Small Cap Equity ETF 0.7 25 16 5.4 +1.1
WBIY WBI Power Factor High Dividend ETF 0.7 100 -59 11.0 +6.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 24 5.4 +1.1
SSLY Syntax Stratified SmallCap ETF 0.7 40 1 7.5 +3.2
KSTR KraneShares SSE STAR Market 50 Index ETF 0.7 89 -48 2.7 -1.6
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.7 30 11 8.5 +4.3
BKF iShares MSCI BIC ETF 0.7 69 -28 7.1 +2.8
DIM WisdomTree International MidCap Dividend Fund 0.7 58 -17 7.7 +3.4
IWM iShares Russell 2000 ETF 0.7 19 22 3.6 -0.7
VBK Vanguard Small-Cap Growth ETF 0.7 7 34 1.5 -2.8
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.7 33 8 7.2 +2.9
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.7 70 -29 7.2 +3.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 32 4.0 -0.3
IMCG iShares Morningstar Mid-Cap Growth ETF 0.7 6 35 4.3 -0.0
SCZ iShares MSCI EAFE Small-Cap ETF 0.7 40 1 0.0 -4.3
ENZL iShares MSCI New Zealand ETF 0.7 50 -9 2.6 -1.7
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 -1 6.6 +2.3
FUTY Fidelity MSCI Utilities Index ETF 0.7 8 33 6.3 +2.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.6 20 21 6.9 +2.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -29 1.8 -2.5
VIDI Vident International Equity Strategy ETF 0.6 61 -20 11.9 +7.6
NUDM Nuveen ESG International Developed Markets Equity ETF 0.6 31 10 6.4 +2.1
IEUR iShares Core MSCI Europe ETF 0.6 11 30 -1.3 -5.6
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.6 58 -17 9.1 +4.8
JHMD John Hancock Multifactor Developed International ETF 0.6 39 2 7.4 +3.1
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.6 18 23 7.9 +3.6
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.6 15 26 7.1 +2.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 2 7.6 +3.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.6 46 -5 6.3 +2.0
VGK Vanguard FTSE Europe ETF 0.6 11 30 6.8 +2.5
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 -1 6.2 +1.9
ESGD iShares ESG Aware MSCI EAFE ETF 0.6 20 21 6.3 +2.0
FLEE Franklin FTSE Europe ETF 0.6 9 32 6.8 +2.5
FNDC Schwab Fundamental International Small Co. Index ETF 0.6 39 2 6.9 +2.6
DFNV Donoghue Forlines Innovation ETF 0.6 69 -28 5.0 +0.7
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.6 14 27 6.2 +1.9
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.6 32 9 6.3 +2.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.6 35 6 6.4 +2.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.6 35 6 10.5 +6.2
TTAC FCF US Quality ETF 0.6 59 -18 6.5 +2.2
EMGF iShares Emerging Markets Equity Factor ETF 0.6 25 16 8.7 +4.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 34 5.7 +1.5
TTAI FCF International Quality ETF 0.6 59 -18 7.4 +3.1
SPEU SPDR Portfolio Europe ETF 0.6 7 34 6.6 +2.3
IDU iShares U.S. Utilities ETF 0.6 40 1 5.5 +1.3
BBEU JPMorgan BetaBuilders Europe ETF 0.6 9 32 6.7 +2.4
VTWO Vanguard Russell 2000 ETF 0.6 10 31 3.9 -0.4
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.6 80 -39 10.8 +6.5
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.6 51 -10 6.8 +2.5
CIL VictoryShares International Volatility Wtd ETF 0.5 45 -4 6.9 +2.6
ISCB iShares Morningstar Small-Cap ETF 0.5 4 37 5.3 +1.0
BUZZ VanEck Social Sentiment ETF 0.5 75 -34 -0.7 -5.0
EIS iShares MSCI Israel ETF 0.5 58 -17 9.5 +5.2
DFAE Dimensional Emerging Core Equity Market ETF 0.5 35 6 7.7 +3.4
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.5 20 21 7.5 +3.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.5 45 -4 6.2 +1.9
FEP First Trust Europe AlphaDEX Fund 0.5 80 -39 8.6 +4.3
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.5 45 -4 8.6 +4.3
IQSI IQ Candriam International Equity ETF 0.5 15 26 6.4 +2.1
PGJ Invesco Golden Dragon China ETF 0.5 70 -29 4.9 +0.6
IEV iShares Europe ETF 0.5 67 -26 6.1 +1.8
IDEV iShares Core MSCI International Developed Markets ETF 0.5 4 37 6.7 +2.4
IQRA IQ CBRE Real Assets ETF 0.5 65 -24 5.9 +1.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 26 8.2 +3.9
IXUS iShares Core MSCI Total International Stock ETF 0.5 7 34 6.9 +2.6
AVDE Avantis International Equity ETF 0.5 23 18 7.9 +3.6
INTF iShares International Equity Factor ETF 0.5 15 26 7.8 +3.5
VWO Vanguard FTSE Emerging Markets ETF 0.5 8 33 7.6 +3.3
VO Vanguard Mid-Cap ETF 0.5 4 37 5.8 +1.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 16 6.8 +2.5
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.5 36 5 7.5 +3.2
SSPY Syntax Stratified LargeCap ETF 0.5 30 11 6.5 +2.2
DFSI Dimensional International Sustainability Core 1 ETF 0.5 24 17 6.2 +1.9
GLIF AGF Global Infrastructure ETF 0.5 45 -4 5.5 +1.2
TPSC Timothy Plan US Small Cap Core ETF 0.5 52 -11 7.6 +3.3
IEFA iShares Core MSCI EAFE ETF 0.5 7 34 2.7 -1.6
IQIN IQ 500 International ETF 0.5 25 16 8.8 +4.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.5 38 3 8.2 +3.9
DMXF iShares ESG Advanced MSCI EAFE ETF 0.5 12 29 5.4 +1.1
EFG iShares MSCI EAFE Growth ETF 0.5 36 5 4.1 -0.2
BKEM BNY Mellon Emerging Markets Equity ETF 0.5 11 30 7.7 +3.4
VEA Vanguard FTSE Developed Markets ETF 0.5 5 36 7.0 +2.7
VXUS Vanguard Total International Stock ETF 0.5 7 34 7.1 +2.8
DTH WisdomTree International High Dividend Fund 0.5 58 -17 10.1 +5.9
SPDW SPDR Portfolio Developed World ex-US ETF 0.5 3 38 6.9 +2.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.5 59 -18 8.5 +4.2
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.5 19 22 5.8 +1.6
ISMD Inspire Small/Mid Cap ETF 0.5 54 -13 6.1 +1.8
SCHA Schwab U.S. Small-Cap ETF 0.5 4 37 4.9 +0.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 21 5.6 +1.3
HFXI IQ FTSE International Equity Currency Neutral ETF 0.5 20 21 6.8 +2.5
GSID Goldman Sachs MarketBeta International Equity ETF 0.5 20 21 6.7 +2.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.5 34 7 6.7 +2.4
IWP iShares Russell Mid-Cap Growth ETF 0.5 23 18 3.8 -0.5
EFA iShares MSCI EAFE ETF 0.5 35 6 6.4 +2.1
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.5 36 5 6.4 +2.1
EWJV iShares MSCI Japan Value ETF 0.4 15 26 9.0 +4.7
IEMG iShares Core MSCI Emerging Markets ETF 0.4 9 32 7.5 +3.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 6 7.2 +2.9
FDM First Trust Dow Jones Select MicroCap Index Fund 0.4 60 -19 7.9 +3.6
DFAS Dimensional U.S. Small Cap ETF 0.4 26 15 6.0 +1.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.4 15 26 6.3 +2.0
ENOR iShares MSCI Norway ETF 0.4 53 -12 7.6 +3.3
BFOR ALPS Barron's 400 ETF 0.4 65 -24 6.6 +2.3
IGRO iShares International Dividend Growth ETF 0.4 15 26 7.1 +2.8
DFAI Dimensional International Core Equity Market ETF 0.4 18 23 6.9 +2.6
NORW Global X MSCI Norway ETF 0.4 50 -9 7.5 +3.2
VYMI Vanguard International High Dividend Yield ETF 0.4 22 19 9.7 +5.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.4 41 0 6.7 +2.4
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.4 30 11 6.8 +2.6
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.4 20 21 6.3 +2.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.4 20 21 6.7 +2.4
EEM iShares MSCI Emerging Markets ETF 0.4 69 -28 7.0 +2.7
BKIE BNY Mellon International Equity ETF 0.4 4 37 6.9 +2.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 32 6.0 +1.7
EFV iShares MSCI EAFE Value ETF 0.4 34 7 9.1 +4.8
FSST Fidelity Sustainable U.S. Equity ETF 0.4 59 -18 4.9 +0.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.4 8 33 7.2 +2.9
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.4 42 -1 7.5 +3.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.4 35 6 7.6 +3.3
FLEU Franklin FTSE Eurozone ETF 0.4 9 32 6.7 +2.4
SHPP Pacer Industrials and Logistics ETF 0.4 60 -19 8.9 +4.6
QDEF FlexShares Quality Dividend Defensive Index Fund 0.4 37 4 4.8 +0.5
SCHF Schwab International Equity ETF 0.4 6 35 7.0 +2.7
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.4 59 -18 9.6 +5.3
CWI SPDR MSCI ACWI ex-US ETF 0.4 30 11 6.8 +2.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.4 66 -25 7.2 +2.9
DFIC Dimensional International Core Equity 2 ETF 0.4 23 18 7.4 +3.1
DIVI Franklin International Core Dividend Tilt Index ETF 0.4 9 32 8.0 +3.7
EWX SPDR S&P Emerging Markets Small Cap ETF 0.4 65 -24 7.7 +3.4
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.4 29 12 8.3 +4.0
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.4 32 9 7.6 +3.3
INDA iShares MSCI India ETF 0.4 65 -24 3.7 -0.6
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.4 35 6 5.4 +1.1
NULC Nuveen ESG Large-Cap ETF 0.4 21 20 5.5 +1.2
XC WisdomTree Emerging Markets Ex-China Fund 0.4 32 9 6.2 +1.9
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 21 6.2 +1.9
EZU iShares MSCI Eurozone ETF 0.4 52 -11 6.2 +1.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 17 7.8 +3.5
EXI iShares Global Industrials ETF 0.4 42 -1 4.7 +0.4
IWR iShares Russell Midcap ETF 0.4 19 22 5.7 +1.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.4 39 2 7.3 +3.0
GREK Global X MSCI Greece ETF 0.4 57 -16 -1.6 -5.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.4 30 11 7.8 +3.5
XLK Technology Select Sector SPDR Fund 0.4 9 32 5.2 +0.9
VSGX Vanguard ESG International Stock ETF 0.4 12 29 6.8 +2.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -54 1.7 -2.6
FIDU Fidelity MSCI Industrial Index ETF 0.4 8 33 4.7 +0.4
EEMA iShares MSCI Emerging Markets Asia ETF 0.4 49 -8 6.7 +2.4
IJT iShares S&P Small-Cap 600 Growth ETF 0.4 18 23 7.0 +2.7
SLYG SPDR S&P 600 Small Cap Growth ETF 0.4 15 26 7.1 +2.8
IQM Franklin Intelligent Machines ETF 0.4 50 -9 3.1 -1.2
IMFL Invesco International Developed Dynamic Multifactor ETF 0.4 34 7 10.6 +6.3
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 37 6.1 +1.8
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.4 70 -29 6.3 +2.0
ISCF iShares International SmallCap Equity Factor ETF 0.4 23 18 8.8 +4.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 16 9.1 +4.8
EWC iShares MSCI Canada ETF 0.4 50 -9 6.9 +2.6
IWS iShares Russell Mid-Cap Value ETF 0.4 23 18 6.6 +2.3
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 35 8.1 +3.8
PXH Invesco FTSE RAFI Emerging Markets ETF 0.4 49 -8 12.4 +8.1
EWY iShares MSCI South Korea ETF 0.3 58 -17 8.5 +4.2
EMXC iShares MSCI Emerging Markets ex China ETF 0.3 25 16 6.7 +2.4
FLAX Franklin FTSE Asia Ex Japan ETF 0.3 19 22 7.2 +2.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.3 45 -4 8.5 +4.2
JPIN J.P. Morgan Diversified Return International Equity ETF 0.3 37 4 8.7 +4.4
VGT Vanguard Information Technology ETF 0.3 10 31 4.7 +0.4
UMMA Wahed Dow Jones Islamic World ETF 0.3 65 -24 4.3 0.0
SMDY Syntax Stratified MidCap ETF 0.3 35 6 6.3 +2.0
ILF iShares Latin America 40 ETF 0.3 48 -7 10.3 +6.0
KFVG KraneShares CICC China 5G & Semiconductor Index ETF 0.3 65 -24 5.0 +0.7
ECH iShares MSCI Chile ETF 0.3 58 -17 10.7 +6.4
DEHP Dimensional Emerging Markets High Profitability ETF 0.3 41 0 7.3 +3.0
GMF SPDR S&P Emerging Asia Pacific ETF 0.3 49 -8 6.4 +2.1
SIZE iShares MSCI USA Size Factor ETF 0.3 15 26 6.0 +1.7
DFSV Dimensional US Small Cap Value ETF 0.3 31 10 8.9 +4.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.3 80 -39 6.5 +2.2
EMXF iShares ESG Advanced MSCI EM ETF 0.3 16 25 7.4 +3.1
VXF Vanguard Extended Market ETF 0.3 6 35 3.9 -0.4
VB Vanguard Small-Cap ETF 0.3 5 36 5.4 +1.1
JHEM John Hancock Multifactor Emerging Markets ETF 0.3 49 -8 8.3 +4.0
IGM iShares Expanded Tech Sector ETF 0.3 41 0 4.5 +0.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -11 5.4 +1.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -17 5.4 +1.1
EUSA iShares MSCI USA Equal Weighted ETF 0.3 9 32 6.1 +1.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 21 6.7 +2.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.3 15 26 7.6 +3.3
EWL iShares MSCI Switzerland ETF 0.3 50 -9 4.1 -0.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.3 14 27 5.4 +1.1
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 -19 6.0 +1.7
DWM WisdomTree International Equity Fund 0.3 48 -7 7.8 +3.5
GLOF iShares Global Equity Factor ETF 0.3 20 21 7.1 +2.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -6 9.8 +5.5
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 33 4.8 +0.5
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.3 40 1 8.8 +4.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.3 40 1 7.8 +3.6
AVEM Avantis Emerging Markets Equity ETF 0.3 33 8 9.1 +4.8
VFQY Vanguard U.S. Quality Factor ETF 0.3 13 28 7.2 +2.9
SPEM SPDR Portfolio Emerging Markets ETF 0.3 7 34 7.5 +3.2
PIN Invesco India ETF 0.3 78 -37 3.8 -0.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 12 8.8 +4.5
EWZS iShares MSCI Brazil Small-Cap ETF 0.3 59 -18 8.2 +3.9
DFIV Dimensional International Value ETF 0.3 27 14 9.8 +5.5
IWC iShares Micro-Cap ETF 0.3 60 -19 -4.3 -8.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.3 64 -23 2.1 -2.2
SCHE Schwab Emerging Markets Equity ETF 0.3 11 30 7.6 +3.3
FLKR Franklin FTSE South Korea ETF 0.3 9 32 9.4 +5.1
JPXN iShares JPX-Nikkei 400 ETF 0.3 48 -7 7.5 +3.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 23 8.2 +3.9
MDYV SPDR S&P 400 Mid Cap Value ETF 0.3 15 26 8.2 +4.0
VPL Vanguard FTSE Pacific ETF 0.3 8 33 7.0 +2.7
RNEM First Trust Emerging Markets Equity Select ETF 0.3 75 -34 8.2 +3.9
IQLT iShares MSCI Intl Quality Factor ETF 0.3 30 11 5.7 +1.4
VTWV Vanguard Russell 2000 Value ETF 0.3 15 26 5.8 +1.5
IWN iShares Russell 2000 Value ETF 0.3 24 17 5.6 +1.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.3 30 11 7.5 +3.2
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -32 11.7 +7.4
UIVM VictoryShares International Value Momentum ETF 0.3 35 6 10.7 +6.4
EPP iShares MSCI Pacific ex-Japan ETF 0.3 47 -6 5.4 +1.1
AVES Avantis Emerging Markets Value ETF 0.3 36 5 12.1 +7.8
IPAC iShares Core MSCI Pacific ETF 0.3 9 32 6.7 +2.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.3 15 26 8.7 +4.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 16 8.8 +4.6
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 13 8.2 +4.0
VT Vanguard Total World Stock ETF 0.3 7 34 5.8 +1.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.3 38 3 6.7 +2.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 2 8.9 +4.6
IXN iShares Global Tech ETF 0.2 41 0 4.3 +0.0
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 3 8.6 +4.3
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 11 10.6 +6.4
ARB AltShares Merger Arbitrage ETF 0.2 77 -36 -0.2 -4.5
DEW WisdomTree Global High Dividend Fund 0.2 58 -17 9.1 +4.8
SFY SoFi Select 500 ETF 0.2 0 41 5.2 +0.9
DOL WisdomTree International LargeCap Dividend Fund 0.2 48 -7 7.7 +3.5
VLUE iShares MSCI USA Value Factor ETF 0.2 15 26 10.7 +6.4
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 26 7.6 +3.3
ESIX SPDR S&P SmallCap 600 ESG ETF 0.2 12 29 7.8 +3.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 10 31 6.9 +2.6
VIOO Vanguard S&P Small-Cap 600 ETF 0.2 10 31 7.8 +3.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.2 30 11 7.6 +3.3
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.2 25 16 7.7 +3.5
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 26 7.5 +3.2
XPND First Trust Expanded Technology ETF 0.2 65 -24 3.9 -0.4
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 22 7.1 +2.8
EWJ iShares MSCI Japan ETF 0.2 50 -9 6.7 +2.4
FLIN Franklin FTSE India ETF 0.2 19 22 5.2 +0.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.2 15 26 7.4 +3.2
SMIN iShares MSCI India Small Cap ETF 0.2 79 -38 4.3 -0.0
DFEV Dimensional Emerging Markets Value ETF 0.2 43 -2 10.9 +6.6
IMTM iShares MSCI Intl Momentum Factor ETF 0.2 30 11 6.8 +2.5
DEM WisdomTree Emerging Markets High Dividend Fund 0.2 63 -22 12.9 +8.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.2 29 12 9.1 +4.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 20 3.9 -0.4
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.2 40 1 7.1 +2.8
ACWI iShares MSCI ACWI ETF 0.2 32 9 5.5 +1.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.2 4 37 6.1 +1.8
MOON Direxion Moonshot Innovators ETF 0.2 65 -24 0.0 -4.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.2 15 26 4.9 +0.6
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.2 32 9 6.7 +2.4
QINT American Century Quality Diversified International ETF 0.2 39 2 7.4 +3.1
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.2 15 26 7.6 +3.3
GWX SPDR S&P International Small Cap ETF 0.2 40 1 6.6 +2.3
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 -6 6.6 +2.3
JMOM JPMorgan U.S. Momentum Factor ETF 0.2 12 29 4.8 +0.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.2 29 12 7.4 +3.1
FTC First Trust Large Cap Growth AlphaDEX Fund 0.2 59 -18 2.8 -1.5
SFYX SoFi Next 500 ETF 0.2 0 41 5.6 +1.3
ESGU iShares ESG Aware MSCI USA ETF 0.2 15 26 5.2 +0.9
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -34 7.6 +3.3
FLJP Franklin FTSE Japan ETF 0.2 9 32 7.1 +2.9
USXF iShares ESG Advanced MSCI USA ETF 0.2 10 31 5.2 +0.9
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 16 7.4 +3.1
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.2 58 -17 10.1 +5.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -39 11.0 +6.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.2 20 21 4.5 +0.2
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 26 5.8 +1.5
VEGN US Vegan Climate ETF 0.2 60 -19 4.7 +0.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 15 26 6.9 +2.7
CNXT VanEck ChiNext ETF 0.2 65 -24 4.3 +0.0
RNMC First Trust Mid Cap US Equity Select ETF 0.2 60 -19 7.9 +3.6
AVUS Avantis U.S. Equity ETF 0.2 15 26 6.0 +1.8
VIS Vanguard Industrials ETF 0.2 10 31 4.5 +0.2
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 24 5.7 +1.4
URTH iShares MSCI World ETF 0.2 24 17 5.4 +1.1
FLSW Franklin FTSE Switzerland ETF 0.2 9 32 5.1 +0.8
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 32 5.5 +1.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 32 5.7 +1.4
TOK iShares MSCI Kokusai ETF 0.2 26 15 5.3 +1.0
ITAN Sparkline Intangible Value ETF 0.2 50 -9 6.2 +1.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 16 7.4 +3.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 -1 5.1 +0.8
BBCA JPMorgan BetaBuilders Canada ETF 0.2 19 22 7.0 +2.8
ROAM Hartford Multifactor Emerging Markets ETF 0.2 44 -3 11.7 +7.4
RFDI First Trust Riverfront Dynamic Developed International ETF 0.2 83 -42 9.0 +4.7
SPHQ Invesco S&P 500 Quality ETF 0.2 15 26 5.4 +1.1
DFUV Dimensional US Marketwide Value ETF 0.2 22 19 7.6 +3.3
IQDE FlexShares International Quality Dividend Defensive Index ET 0.2 47 -6 10.7 +6.4
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 32 6.9 +2.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 37 4.3 +0.0
VOOG Vanguard S&P 500 Growth ETF 0.2 10 31 5.5 +1.2
IDMO Invesco S&P International Developed Momentum ETF 0.2 25 16 7.0 +2.7
ONEY SPDR Russell 1000 Yield Focus ETF 0.2 20 21 10.0 +5.7
RNSC Furst Trust Small Cap US Equity Select ETF 0.2 60 -19 8.4 +4.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.2 10 31 5.4 +1.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.2 25 16 5.7 +1.4
JHML John Hancock Multifactor Large Cap ETF 0.2 29 12 5.6 +1.3
IUSV iShares Core S&P US Value ETF 0.2 4 37 6.8 +2.5
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -24 4.5 +0.2
CFA VictoryShares US 500 Volatility Wtd ETF 0.2 35 6 6.0 +1.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.2 40 1 5.9 +1.6
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 29 8.4 +4.1
AVIV Avantis International Large Cap Value ETF 0.2 25 16 8.9 +4.6
AVDV Avantis International Small Cap Value ETF 0.2 36 5 8.0 +3.7
NUEM Nuveen ESG Emerging Markets Equity ETF 0.2 36 5 6.8 +2.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.1 15 26 6.4 +2.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.1 12 29 6.8 +2.5
IVE iShares S&P 500 Value ETF 0.1 18 23 6.6 +2.3
SPYV SPDR Portfolio S&P 500 Value ETF 0.1 4 37 6.7 +2.4
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 11 6.1 +1.8
SUSA iShares MSCI USA ESG Select ETF 0.1 25 16 5.4 +1.1
ILCG iShares Morningstar Growth ETF 0.1 4 37 4.1 -0.2
MDY SPDR S&P Midcap 400 ETF Trust 0.1 23 18 6.8 +2.5
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.1 24 17 7.1 +2.9
VUG Vanguard Growth ETF 0.1 4 37 4.3 -0.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.1 3 38 7.0 +2.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -4 4.7 +0.4
IJH iShares Core S&P Mid-Cap ETF 0.1 5 36 6.9 +2.6
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -20 7.2 +2.9
VONV Vanguard Russell 1000 Value ETF 0.1 8 33 6.7 +2.4
STXG Strive 1000 Growth ETF 0.1 18 23 4.2 -0.1
IWD iShares Russell 1000 Value ETF 0.1 19 22 6.6 +2.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 38 5.1 +0.8
AFMC First Trust Active Factor Mid Cap ETF 0.1 65 -24 7.5 +3.2
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 32 5.1 +0.8
IWV iShares Russell 3000 ETF 0.1 20 21 5.0 +0.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 16 6.1 +1.8
STXE Strive Emerging Markets Ex-China ETF 0.1 32 9 6.9 +2.6
SCHB Schwab U.S. Broad Market ETF 0.1 3 38 5.2 +0.9
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 37 6.3 +2.0
DHS WisdomTree U.S. High Dividend Fund 0.1 38 3 8.8 +4.5
IYY iShares Dow Jones U.S. ETF 0.1 20 21 5.1 +0.8
VTHR Vanguard Russell 3000 ETF 0.1 10 31 5.1 +0.8
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.1 39 2 12.5 +8.2
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 23 6.7 +2.4
VTI Vanguard Total Stock Market ETF 0.1 3 38 5.1 +0.8
FDL First Trust Morningstar Dividend Leaders Index Fund 0.1 45 -4 9.7 +5.5
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 23 4.3 +0.1
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 0.1 20 21 10.7 +6.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 -9 4.7 +0.4
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -9 5.0 +0.7
DFAU Dimensional US Core Equity Market ETF 0.1 12 29 5.4 +1.1
DFUS Dimensional U.S. Equity ETF 0.1 9 32 5.1 +0.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 34 5.2 +0.9
ROUS Hartford Multifactor US Equity ETF 0.1 19 22 6.4 +2.1
DIHP Dimensional International High Profitability ETF 0.1 29 12 6.9 +2.6
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 23 5.7 +1.4
VDE Vanguard Energy ETF 0.1 10 31 6.8 +2.5
EZM WisdomTree U.S. MidCap Fund 0.1 38 3 8.1 +3.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.1 3 38 5.4 +1.1
SCHK Schwab 1000 Index ETF 0.1 5 36 5.3 +1.0
PICK iShares MSCI Global Metals & Mining Producers ETF 0.1 39 2 11.0 +6.7
IDHQ Invesco S&P International Developed High Quality ETF 0.1 29 12 5.8 +1.5
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 32 5.3 +1.0
VONE Vanguard Russell 1000 ETF 0.1 8 33 5.2 +0.9
DSI iShares MSCI KLD 400 Social ETF 0.1 25 16 5.1 +0.9
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 9 32 5.1 +0.9
SMMD iShares Russell 2500 ETF 0.1 15 26 6.0 +1.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 30 5.2 +0.9
IWB iShares Russell 1000 ETF 0.1 15 26 5.1 +0.9
SCHX Schwab U.S. Large-Cap ETF 0.1 3 38 5.3 +1.0
RVRB Reverb ETF 0.1 30 11 5.0 +0.7
XVV iShares ESG Screened S&P 500 ETF 0.1 8 33 5.1 +0.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 21 8.0 +3.7
VOO Vanguard S&P 500 ETF 0.1 3 38 5.3 +1.0
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 41 5.3 +1.0
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 32 5.3 +1.0
VV Vanguard Large-Cap ETF 0.1 4 37 5.2 +0.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 21 5.1 +0.8
FENY Fidelity MSCI Energy Index ETF 0.1 8 33 6.8 +2.5
VOTE TCW Transform 500 ETF 0.1 5 36 5.2 +0.9
ILCB iShares Morningstar U.S. Equity ETF 0.1 3 38 5.3 +1.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 39 5.3 +1.0
STRV Strive 500 ETF 0.1 5 36 5.2 +0.9
SPLG SPDR Portfolio S&P 500 ETF 0.1 2 39 5.3 +1.0
SPY SPDR S&P 500 ETF Trust 0.1 9 32 5.2 +0.9
IVV iShares Core S&P 500 ETF 0.1 3 38 5.3 +1.0
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 13 4.7 +0.4
VOE Vanguard Mid-Cap Value ETF 0.1 7 34 7.4 +3.1
EPS WisdomTree U.S. LargeCap Fund 0.1 8 33 6.3 +2.0
VFMF Vanguard U.S. Multifactor ETF 0.1 18 23 8.7 +4.4
DISV Dimensional International Small Cap Value ETF 0.1 42 -1 9.2 +4.9
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 12 5.1 +0.8
PBUS Invesco MSCI USA ETF 0.1 4 37 5.3 +1.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.1 24 17 8.0 +3.7
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -48 4.8 +0.5
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 2 7.3 +3.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 32 5.0 +0.7
RECS Columbia Research Enhanced Core ETF 0.1 15 26 5.6 +1.3
VBR Vanguard Small Cap Value ETF 0.1 7 34 8.2 +3.9
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.1 70 -29 4.6 +0.3
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 28 2.8 -1.5
EMLP First Trust North American Energy Infrastructure Fund 0.1 95 -54 5.4 +1.1
DFLV Dimensional US Large Cap Value ETF 0.1 22 19 7.8 +3.5
XSHQ Invesco S&P SmallCap Quality ETF 0.1 29 12 10.1 +5.8
VFVA Vanguard U.S. Value Factor ETF 0.1 13 28 10.6 +6.3
VONG Vanguard Russell 1000 Growth ETF 0.1 8 33 4.8 +0.5
IWF iShares Russell 1000 Growth ETF 0.1 19 22 4.7 +0.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.1 9 32 5.8 +1.6
XCEM Columbia EM Core ex-China ETF 0.1 16 25 7.4 +3.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 21 5.1 +0.8
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 16 7.1 +2.8
IMCV iShares Morningstar Mid-Cap Value ETF 0.1 6 35 7.9 +3.7
SCJ iShares MSCI Japan Small-Cap ETF 0.1 50 -9 6.4 +2.1
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -26 9.2 +5.0
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 16 10.0 +5.7
NANC Unusual Whales Subversive Democratic Trading ETF 0.1 75 -34 3.8 -0.5
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 30 5.2 +0.9
VLU SPDR S&P 1500 Value Tilt ETF 0.0 12 29 7.1 +2.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.0 32 9 5.2 +0.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.0 7 34 5.2 +0.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.0 18 23 7.6 +3.3
DUHP Dimensional US High Profitability ETF 0.0 21 20 7.0 +2.7
LRGF iShares U.S. Equity Factor ETF 0.0 8 33 5.8 +1.5
REVS Columbia Research Enhanced Value ETF 0.0 19 22 7.7 +3.4
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 23 4.4 +0.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.0 29 12 6.3 +2.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.0 39 2 8.7 +4.4
RAFE PIMCO RAFI ESG U.S. ETF 0.0 29 12 7.2 +2.9
STXV Strive 1000 Value ETF 0.0 18 23 7.8 +3.5
HDUS Hartford Disciplined US Equity ETF 0.0 19 22 6.2 +1.9
RWL Invesco S&P 500 Revenue ETF 0.0 39 2 6.6 +2.3
VYM Vanguard High Dividend Yield Index ETF 0.0 6 35 7.3 +3.0
TXS Texas Capital Texas Equity Index ETF 0.0 49 -8 5.6 +1.3
CN Xtrackers MSCI All China Equity ETF 0.0 50 -9 8.7 +4.4
APUE ActivePassive U.S. Equity ETF 0.0 45 -4 5.0 +0.7
JGRO JPMorgan Active Growth ETF 0.0 44 -3 3.4 -0.9
DTD WisdomTree U.S. Total Dividend Fund 0.0 28 13 6.5 +2.2
IVW iShares S&P 500 Growth ETF 0.0 18 23 4.5 +0.2
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0 4 37 4.6 +0.3
IUSG iShares Core S&P U.S. Growth ETF 0.0 4 37 4.6 +0.4
PSC Principal U.S. Small-Cap ETF 0.0 38 3 6.6 +2.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 29 4.5 +0.2
GSPY Gotham Enhanced 500 ETF 0.0 50 -9 5.3 +1.0
DEUS Xtrackers Russell US Multifactor ETF 0.0 17 24 7.1 +2.8
FNDX Schwab Fundamental US Large Co. Index ETF 0.0 25 16 7.1 +2.8
ONEO SPDR Russell 1000 Momentum Focus ETF 0.0 20 21 7.1 +2.8
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 -8 6.0 +1.8
VTV Vanguard Value ETF 0.0 4 37 7.0 +2.7
QUS SPDR MSCI USA StrategicFactors ETF 0.0 15 26 6.0 +1.8
HEDJ WisdomTree Europe Hedged Equity Fund 0.0 58 -17 8.4 +4.1
ILCV iShares Morningstar Value ETF 0.0 4 37 6.7 +2.4
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 37 6.7 +2.4
DIVB iShares Core Dividend ETF 0.0 5 36 8.0 +3.7
WOMN Impact Shares YWCA Women's Empowerment ETF 0.0 75 -34 4.9 +0.6
NACP Impact Shares NAACP Minority Empowerment ETF 0.0 49 -8 5.0 +0.7
DGRW WisdomTree US Quality Dividend Growth Fund 0.0 28 13 6.2 +1.9
KRUZ Unusual Whales Subversive Republican Trading ETF 0.0 75 -34 4.9 +0.6
PSCE Invesco S&P SmallCap Energy ETF 0.0 29 12 6.0 +1.7

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%.

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
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 7.4 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 41 bp
Equals: ALTAR Score 4.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.48 CATEGORY
AVERAGE		 1.50
 
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.