iREIT - MarketVector Quality REIT Index ETF
ALTAR
Score™
6.3% info Recommen-
dation
OVERWEIGHT
2024E    2025E
P/E
ratio
14.8x P/Sales
ratio
5.6x
P/BV
ratio
1.7x Div.
yield
4.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
IRET tracks a tiered-weighted index comprised of high-quality and high-value US REITs, along with some preferred REIT stocks, selected based on fundamental research.

FUND BASICS
Category US Equities
Fund Sponsor iREIT
Website www.sec.gov/Archives/edgar/data/1924868/000199937124002978/iret-497k_030124.htm
Inception date Mar 04, 2024
Assets (mns) $5
Currency USD
Expense ratio 60 bp
Distributions Monthly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 36
Wgt avg mkt cap (mns) $19,429
Large cap (>$10bn) 56.9%
Mid cap ($2-10bn) 36.6%
Small cap (<$2bn) 6.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
COUSINS PROPERTIES INC 3.5 %
SIMON PROPERTY GROUP INC 3.5 %
EQUINIX INC 3.5 %
WELLTOWER, INC. 3.4 %
REGENCY CENTERS CORP 3.4 %
AVALONBAY COMMUNITIES INC 3.4 %
MID-AMERICA APARTMENT COMM 3.4 %
REXFORD INDUSTRIAL REALTY IN 3.4 %
EQUITY RESIDENTIAL 3.4 %
ALEXANDRIA REAL ESTATE EQUIT 3.4 %
Total 34.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.1 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
0.4% -- -- -- -12.2%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $20.20
30d moving avg. $20.03
Annualized volatility 0.0%
Short interest (ETF) 0.2%
Relative strength (RSI) 44

Liquidity measures
Avg. volume (thou.) 2
Turnover 0.8%
Bid/Ask (% of price) 0.52%
ADV underlying (mns) $3,017

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 525 potential alternatives to the iREIT - MarketVector Quality REIT Index ETF ETF based on the alternatives' overlap in portfolio holdings with IRET. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IRET Expense: 60 bp ALTAR Score™: 6.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IRET
Ticker Fund
Name
Overlap1
vs IRET
(%)
Expense
ratio
(bp)
Savings
vs IRET
(bp)
ALTAR
Score™
(%)
ALTAR
vs IRET
(%)
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 50.5 40 20 6.4 +0.1
ICF iShares Cohen & Steers REIT ETF 46.4 33 27 6.0 -0.3
DFAR Dimensional US Real Estate ETF 44.2 19 41 6.6 +0.3
USRT iShares Core U.S. REIT ETF 44.2 8 52 6.6 +0.3
FRI First Trust S&P REIT Index Fund 44.0 50 10 6.2 -0.1
SCHH Schwab U.S. REIT ETF 43.9 7 53 6.9 +0.5
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 43.7 11 49 6.6 +0.2
IYR iShares U.S. Real Estate ETF 41.8 40 20 6.2 -0.1
FREL Fidelity MSCI Real Estate Index ETF 41.4 8 52 6.5 +0.2
VNQ Vanguard Real Estate ETF 41.1 12 48 6.4 +0.1
RWR SPDR Dow Jones REIT ETF 40.1 25 35 6.4 +0.1
XLRE Real Estate Select Sector SPDR Fund 40.0 9 51 6.1 -0.2
PPTY US Diversified Real Estate ETF 39.3 53 7 5.9 -0.4
AVRE Avantis Real Estate ETF 37.5 17 43 6.1 -0.3
GQRE FlexShares Global Quality Real Estate Index Fund 36.8 45 15 6.5 +0.2
DFGR Dimensional Global Real Estate ETF 36.6 22 38 6.4 +0.0
REET iShares Global REIT ETF 36.4 14 46 6.4 +0.1
PSR Invesco Active U.S. Real Estate Fund 35.6 35 25 6.1 -0.3
CRED Columbia Research Enhanced Real Estate ETF 35.5 33 27 7.4 +1.1
ERET iShares Environmentally Aware Real Estate ETF 34.1 30 30 6.6 +0.2
RWO SPDR Dow Jones Global Real Estate ETF 32.8 50 10 6.3 -0.0
VGSR Vert Global Sustainable Real Estate ETF 32.7 47 13 5.8 -0.5
NURE Nuveen Short-Term REIT ETF 32.0 35 25 5.7 -0.6
RITA ETFB Green SRI REITs ETF 30.1 50 10 5.1 -1.2
REZ iShares Residential and Multisector Real Estate ETF 29.5 48 12 5.6 -0.7
JPRE JPMorgan Realty Income ETF 25.9 50 10 6.3 -0.1
RDOG ALPS REIT Dividend Dogs ETF 25.9 35 25 10.5 +4.2
REAI Intelligent Real Estate ETF 25.5 59 1 13.6 +7.3
FPRO Fidelity Real Estate Investment ETF 24.5 59 1 4.9 -1.4
HAUS Residential REIT ETF 23.4 60 0 5.2 -1.1
BYRE Principal Real Estate Active Opportunities ETF 20.8 65 -5 5.4 -0.9
SPRE SP Funds S&P Global REIT Sharia ETF 20.1 55 5 4.6 -1.7
NETL NETLease Corporate Real Estate ETF 19.7 60 0 9.3 +3.0
IVRA Invesco Real Assets ESG ETF 19.5 59 1 5.3 -1.1
JRE Janus Henderson U.S. Real Estate ETF 19.4 65 -5 5.9 -0.4
IQRA IQ CBRE Real Assets ETF 18.8 65 -5 5.3 -1.0
RIET Hoya Capital High Dividend Yield ETF 17.7 50 10 11.4 +5.1
KBWY Invesco KBW Premium Yield Equity REIT ETF 17.2 35 25 11.3 +5.0
DESK VanEck Office and Commercial REIT ETF 15.0 50 10 11.1 +4.7
SPYD SPDR Portfolio S&P 500 High Dividend ETF 14.6 7 53 9.2 +2.9
BLDG Cambria Global Real Estate ETF 14.5 60 0 15.7 +9.4
VRAI Virtus Real Asset Income ETF 13.7 55 5 8.7 +2.4
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 13.3 60 0 6.6 +0.3
ICAP InfraCap Equity Income Fund ETF 12.7 171 -111 5.5 -0.8
INDS Pacer Industrial Real Estate ETF 12.2 55 5 5.6 -0.7
BEDZ AdvisorShares Hotel ETF 12.0 100 -40 0.2 -6.1
SRVR Pacer Data & Infrastructure Real Estate ETF 11.5 55 5 1.4 -4.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 10.7 60 0 6.3 -0.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 10.7 30 30 8.6 +2.2
HOMZ Hoya Capital Housing ETF 10.6 30 30 7.8 +1.5
BLLD JPMorgan Sustainable Infrastructure ETF 10.0 49 11 5.6 -0.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 9.2 27 33 6.8 +0.5
DTCR Global X Data Center & Digital Infrastructure ETF 8.3 50 10 4.4 -1.9
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 8.3 41 19 8.4 +2.1
SRET Global X SuperDividend REIT ETF 8.3 59 1 10.1 +3.7
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.3 60 0 9.0 +2.7
XSLV Invesco S&P SmallCap Low Volatility ETF 8.2 25 35 5.6 -0.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 7.5 80 -20 6.3 -0.1
CZA Invesco Zacks Mid-Cap ETF 7.0 72 -12 5.8 -0.5
DIVG Invesco S&P 500 High Dividend Growers ETF 6.9 39 21 7.8 +1.5
BIBL Inspire 100 ETF 6.8 35 25 5.3 -1.0
ULVM VictoryShares US Value Momentum ETF 6.8 20 40 7.2 +0.9
ONEY SPDR Russell 1000 Yield Focus ETF 6.7 20 40 9.6 +3.3
PSCF Invesco S&P SmallCap Financials ETF 6.6 29 31 8.5 +2.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 6.5 75 -15 4.9 -1.5
SCAP InfraCap Small Cap Income ETF 6.3 135 -75 8.3 +2.0
IMCV iShares Morningstar Mid-Cap Value ETF 6.2 6 54 7.9 +1.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 6.1 18 42 7.7 +1.4
DEW WisdomTree Global High Dividend Fund 6.1 58 2 8.2 +1.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.0 24 36 7.9 +1.6
JHDV John Hancock U.S. High Dividend ETF 5.9 34 26 6.8 +0.5
TBG TBG Dividend Focus ETF 5.9 59 1 6.9 +0.6
VOE Vanguard Mid-Cap Value ETF 5.9 7 53 7.2 +0.9
FDVV Fidelity High Dividend ETF 5.9 15 45 8.8 +2.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.8 10 50 4.3 -2.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.4 29 31 6.5 +0.2
FCPI Fidelity Stocks for Inflation ETF 5.4 15 45 7.8 +1.5
SPDV AAM S&P 500 High Dividend Value ETF 5.3 29 31 10.1 +3.8
CRUZ Defiance Hotel Airline and Cruise ETF 5.3 45 15 -4.3 -10.6
IWS iShares Russell Mid-Cap Value ETF 5.2 23 37 6.5 +0.1
UDI USCF Dividend Income Fund 5.2 65 -5 7.3 +1.0
FCLD Fidelity Cloud Computing ETF 5.2 39 21 1.6 -4.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 5.1 10 50 4.4 -1.9
DIV Global X SuperDividend US ETF 5.0 45 15 7.8 +1.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 5.0 12 48 5.4 -0.9
VICE AdvisorShares Vice ETF 5.0 99 -39 5.1 -1.2
BJK VanEck Gaming ETF 5.0 65 -5 1.5 -4.8
IGPT Invesco AI and Next Gen Software ETF 4.8 60 0 3.9 -2.4
FMET Fidelity Metaverse ETF 4.7 39 21 5.0 -1.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.6 25 35 5.2 -1.1
SPLV Invesco S&P 500 Low Volatility ETF 4.6 25 35 5.2 -1.2
AGNG Global X Aging Population ETF 4.6 50 10 4.1 -2.3
VO Vanguard Mid-Cap ETF 4.5 4 56 5.4 -0.9
TXS Texas Capital Texas Equity Index ETF 4.5 49 11 4.9 -1.5
DON WisdomTree U.S. MidCap Dividend Fund 4.5 38 22 8.3 +2.0
SDG iShares MSCI Global Sustainable Development Goals ETF 4.5 49 11 5.3 -1.0
CVY Invesco Zacks Multi-Asset Income ETF 4.5 106 -46 9.0 +2.7
KONG Formidable Fortress ETF 4.5 89 -29 5.7 -0.6
NUDV Nuveen ESG Dividend ETF 4.4 26 34 7.4 +1.1
CGDG Capital Group Dividend Growers ETF 4.4 47 13 6.4 +0.1
XDAT Franklin Exponential Data ETF 4.4 50 10 3.3 -3.0
QDF FlexShares Quality Dividend Index Fund 4.4 37 23 6.1 -0.2
NUMV Nuveen ESG Mid-Cap Value ETF 4.3 31 29 6.7 +0.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.3 39 21 9.4 +3.0
PY Principal Value ETF 4.2 15 45 7.1 +0.8
IMCB iShares Morningstar Mid-Cap ETF 4.2 4 56 5.7 -0.6
XMLV Invesco S&P MidCap Low Volatility ETF 4.2 25 35 7.0 +0.7
IWR iShares Russell Midcap ETF 4.1 19 41 5.5 -0.8
POWA Invesco Bloomberg Pricing Power ETF 4.1 40 20 5.4 -0.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 4.1 20 40 5.1 -1.2
MILN Global X Millennial Consumer ETF 4.0 50 10 2.5 -3.8
EQAL Invesco Russell 1000 Equal Weight ETF 4.0 20 40 6.8 +0.5
MDLV Morgan Dempsey Large Cap Value ETF 3.9 58 2 8.0 +1.7
OSCV Opus Small Cap Value ETF 3.9 79 -19 6.2 -0.1
XMVM Invesco S&P MidCap Value with Momentum ETF 3.8 39 21 8.6 +2.3
FLDZ RiverNorth Patriot ETF 3.8 75 -15 5.5 -0.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.7 15 45 7.3 +1.0
NXTG First Trust Indxx NextG ETF 3.7 70 -10 6.4 +0.1
JPEF JPMorgan Equity Focus ETF 3.7 50 10 3.9 -2.4
KNCT Invesco Next Gen Connectivity ETF 3.6 40 20 4.6 -1.7
AFMC First Trust Active Factor Mid Cap ETF 3.6 65 -5 6.8 +0.5
FTC First Trust Large Cap Growth AlphaDEX Fund 3.5 59 1 2.5 -3.8
BWEB Bitwise Web3 ETF 3.5 85 -25 0.6 -5.7
TMFG Motley Fool Global Opportunities ETF 3.5 85 -25 3.6 -2.8
BEEZ Honeytree U.S. Equity ETF 3.5 64 -4 4.9 -1.4
RSP Invesco S&P 500 Equal Weight ETF 3.4 20 40 6.5 +0.1
CVAR Cultivar ETF 3.4 87 -27 7.1 +0.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.4 20 40 6.8 +0.4
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 23 6.1 -0.2
FMDE Fidelity Enhanced Mid Cap ETF 3.3 23 37 5.5 -0.8
DLN WisdomTree U.S. LargeCap Dividend Fund 3.3 28 32 5.8 -0.5
IJJ iShares S&P Mid-Cap 400 Value ETF 3.3 18 42 7.9 +1.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.2 15 45 5.9 -0.4
MDYV SPDR S&P 400 Mid Cap Value ETF 3.2 15 45 7.9 +1.6
QUVU Hartford Quality Value ETF 3.2 46 14 6.5 +0.2
PTL Inspire 500 ETF 3.1 9 51 5.7 -0.6
VOT Vanguard Mid-Cap Growth ETF 3.1 7 53 3.3 -3.0
DTD WisdomTree U.S. Total Dividend Fund 3.1 28 32 6.0 -0.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.1 15 45 7.1 +0.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.1 65 -5 4.9 -1.4
WCEO Hypatia Women CEO ETF 3.1 85 -25 4.7 -1.6
MBOX Freedom Day Dividend ETF 3.1 39 21 7.6 +1.3
SIZE iShares MSCI USA Size Factor ETF 3.1 15 45 6.1 -0.3
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.0 65 -5 0.6 -5.7
EUSA iShares MSCI USA Equal Weighted ETF 3.0 9 51 6.1 -0.2
HDUS Hartford Disciplined US Equity ETF 3.0 19 41 5.8 -0.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.0 9 51 5.9 -0.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.0 4 56 5.8 -0.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.0 70 -10 4.4 -2.0
WDIV SPDR S&P Global Dividend ETF 3.0 40 20 9.6 +3.2
QLC FlexShares US Quality Large Cap Index Fund 2.9 25 35 5.4 -0.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.9 15 45 6.9 +0.6
XJH iShares ESG Screened S&P Mid-Cap ETF 2.9 12 48 6.4 +0.1
NUSC Nuveen ESG Small-Cap ETF 2.9 31 29 5.2 -1.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.8 47 13 5.7 -0.6
AFLG First Trust Active Factor Large Cap ETF 2.8 55 5 6.1 -0.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.8 70 -10 2.8 -3.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.8 65 -5 5.1 -1.2
DHS WisdomTree U.S. High Dividend Fund 2.8 38 22 7.8 +1.5
YLDE ClearBridge Dividend Strategy ESG ETF 2.8 60 0 4.9 -1.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.8 35 25 6.3 -0.0
ERTH Invesco MSCI Sustainable Future ETF 2.8 62 -2 3.6 -2.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 64 -4 1.9 -4.4
SDY SPDR S&P Dividend ETF 2.8 35 25 6.4 +0.1
STXM Strive Mid-Cap ETF 2.8 18 42 6.1 -0.2
FUNL CornerCap Fundametrics Large-Cap ETF 2.7 50 10 7.1 +0.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.7 10 50 5.4 -0.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.7 25 35 7.2 +0.9
JOET Virtus Terranova US Quality Momentum ETF 2.7 29 31 4.4 -1.9
SIXL ETC 6 Meridian Low Beta Equity ETF 2.7 80 -20 5.8 -0.6
IWD iShares Russell 1000 Value ETF 2.7 19 41 6.2 -0.1
FIVG Defiance Next Gen Connectivity ETF 2.7 30 30 5.3 -1.1
VONV Vanguard Russell 1000 Value ETF 2.6 8 52 6.3 0.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.6 20 40 7.8 +1.5
IJH iShares Core S&P Mid-Cap ETF 2.6 5 55 6.5 +0.2
GVUS Marketbeta Russell 1000 Value Equity ETF 2.6 12 48 6.2 -0.1
NIXT Research Affiliates Deletions ETF 2.6 9 51 5.4 -0.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.6 60 0 5.7 -0.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.6 24 36 7.0 +0.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.6 60 0 4.0 -2.4
BLES Inspire Global Hope ETF 2.6 61 -1 6.5 +0.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.5 12 48 4.6 -1.7
USXF iShares ESG Advanced MSCI USA ETF 2.5 10 50 5.1 -1.2
STXV Strive 1000 Value ETF 2.5 18 42 7.7 +1.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.5 3 57 6.5 +0.2
MDY SPDR S&P Midcap 400 ETF Trust 2.5 24 36 6.3 -0.0
VBR Vanguard Small Cap Value ETF 2.5 7 53 8.0 +1.7
HAPY Harbor Human Capital Factor Unconstrained ETF 2.5 50 10 4.4 -1.9
KRUZ Unusual Whales Subversive Republican Trading ETF 2.5 75 -15 5.7 -0.7
IVOO Vanguard S&P Mid-Cap 400 ETF 2.5 10 50 6.5 +0.2
SCHV Schwab U.S. Large-Cap Value ETF 2.5 4 56 6.5 +0.2
RJMG FT Raymond James Multicap Growth Equity ETF 2.5 85 -25 2.1 -4.3
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.5 60 0 3.2 -3.2
IMCG iShares Morningstar Mid-Cap Growth ETF 2.4 6 54 3.7 -2.6
FEX First Trust Large Cap Core AlphaDEX Fund 2.4 59 1 5.7 -0.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.4 15 45 7.2 +0.9
NULV Nuveen ESG Large-Cap Value ETF 2.4 26 34 6.4 +0.1
EVUS iShares ESG Aware MSCI USA Value ETF 2.4 18 42 6.5 +0.2
FLRG Fidelity U.S. Multifactor ETF 2.4 15 45 7.8 +1.5
VOOV Vanguard S&P 500 Value ETF 2.4 10 50 6.6 +0.3
SCHM Schwab U.S. Mid-Cap ETF 2.3 4 56 6.0 -0.3
SIXG Defiance Connective Technologies ETF 2.3 30 30 4.8 -1.5
XSMO Invesco S&P SmallCap Momentum ETF 2.3 39 21 7.2 +0.8
SFYX SoFi Next 500 ETF 2.3 0 60 4.8 -1.6
IDAT iShares Future Cloud 5G and Tech ETF 2.3 47 13 4.0 -2.4
FSMD Fidelity Small-Mid Multifactor ETF 2.3 15 45 6.4 +0.1
VB Vanguard Small-Cap ETF 2.3 5 55 5.0 -1.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.2 7 53 5.7 -0.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.2 56 4 6.5 +0.2
FLQL Franklin LibertyQ U.S. Equity ETF 2.1 15 45 5.6 -0.7
JHMM John Hancock Multifactor Mid Cap ETF 2.1 42 18 6.1 -0.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.1 29 31 7.3 +1.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.1 40 20 3.6 -2.8
BDFIX Baron Discovery 2.1 75 -15 0.2 -6.2
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 2.1 46 14 5.0 -1.3
GLBL Pacer MSCI World Industry Advantage ETF 2.1 65 -5 4.5 -1.8
VEGN US Vegan Climate ETF 2.1 60 0 4.4 -1.9
PFI Invesco Dorsey Wright Financial Momentum ETF 2.1 60 0 5.1 -1.2
SPGP Invesco S&P 500 GARP ETF 2.1 34 26 8.6 +2.3
NULC Nuveen ESG Large-Cap ETF 2.1 21 39 4.9 -1.4
SIXS ETC 6 Meridian Small Cap Equity ETF 2.0 89 -29 8.7 +2.4
SNPV Xtrackers S&P 500 Value ESG ETF 2.0 15 45 6.5 +0.2
MAGA Point Bridge America First ETF 2.0 72 -12 6.1 -0.2
KLMN Invesco MSCI North America Climate ETF 2.0 9 51 -0.1 -6.4
IJK iShares S&P Mid-Cap 400 Growth ETF 2.0 17 43 5.1 -1.2
FNX First Trust Mid Cap Core AlphaDEX Fund 2.0 60 0 7.0 +0.7
ISCV iShares Morningstar Small Cap Value ETF 2.0 6 54 8.0 +1.7
FELV Fidelity Enhanced Large Cap Value ETF 2.0 18 42 6.4 +0.1
SMDV ProShares Russell 2000 Dividend Growers ETF 2.0 40 20 6.9 +0.5
ROE Astoria US Quality Kings ETF 2.0 49 11 7.3 +1.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.9 39 21 5.3 -1.0
STXK Strive Small-Cap ETF 1.9 18 42 5.2 -1.2
XJR iShares ESG Screened S&P Small-Cap ETF 1.9 12 48 6.5 +0.2
VBK Vanguard Small-Cap Growth ETF 1.9 7 53 1.1 -5.2
CGUS Capital Group Core Equity ETF 1.9 33 27 4.3 -2.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.9 50 10 8.1 +1.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.9 15 45 6.0 -0.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.9 5 55 7.2 +0.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.9 60 0 7.1 +0.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.9 15 45 5.1 -1.2
MTUM iShares MSCI USA Momentum Factor ETF 1.9 15 45 3.8 -2.5
QLV FlexShares US Quality Low Volatility Index Fund 1.9 22 38 5.7 -0.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.9 9 51 4.8 -1.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.9 15 45 7.8 +1.5
VTV Vanguard Value ETF 1.9 4 56 6.6 +0.3
IJT iShares S&P Small-Cap 600 Growth ETF 1.8 18 42 4.8 -1.5
ISCB iShares Morningstar Small-Cap ETF 1.8 4 56 5.2 -1.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.8 18 42 5.6 -0.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.8 75 -15 6.7 +0.4
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 1 3.6 -2.8
SMMD iShares Russell 2500 ETF 1.8 15 45 5.6 -0.7
SSPY Syntax Stratified LargeCap ETF 1.8 30 30 6.7 +0.4
PSC Principal U.S. Small-Cap ETF 1.8 38 22 5.5 -0.9
IJR iShares Core S&P Small Cap ETF 1.8 6 54 6.8 +0.5
INCE Franklin Income Equity Focus ETF 1.8 29 31 5.8 -0.6
SLYG SPDR S&P 600 Small Cap Growth ETF 1.8 15 45 4.8 -1.5
SPXT ProShares S&P 500 Ex-Technology ETF 1.8 9 51 5.2 -1.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.8 15 45 5.9 -0.5
TMFM Motley Fool Mid-Cap Growth ETF 1.8 85 -25 4.4 -1.9
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.8 65 -5 6.3 +0.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.8 55 5 4.3 -2.1
NUMG Nuveen ESG Mid-Cap Growth ETF 1.8 31 29 2.0 -4.3
DEUS Xtrackers Russell US Multifactor ETF 1.7 17 43 7.0 +0.7
VLUE iShares MSCI USA Value Factor ETF 1.7 15 45 10.5 +4.2
GLRY Inspire Faithward Mid Cap Momentum ETF 1.7 80 -20 6.1 -0.3
IJS iShares S&P Small-Cap 600 Value ETF 1.7 18 42 8.7 +2.4
IWN iShares Russell 2000 Value ETF 1.7 24 36 5.1 -1.2
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 48 8.3 +2.0
XMAG Defiance Large Cap ex-Mag 7 ETF 1.7 35 25 5.0 -1.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.7 35 25 6.0 -0.3
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 40 8.7 +2.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.7 30 30 7.9 +1.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.7 3 57 6.9 +0.5
ISCG iShares Morningstar Small-Cap Growth ETF 1.7 6 54 2.2 -4.1
DIVB iShares Core Dividend ETF 1.7 5 55 7.5 +1.2
BGIG Bahl & Gaynor Income Growth ETF 1.7 45 15 5.1 -1.3
CLOU Global X Cloud Computing ETF 1.7 68 -8 1.7 -4.7
BKSE BNY Mellon US Small Cap Core Equity ETF 1.7 4 56 5.4 -1.0
JAVA JPMorgan Active Value ETF 1.7 44 16 5.7 -0.6
FDLO Fidelity Low Volatility Factor ETF 1.7 15 45 5.3 -1.0
VIOO Vanguard S&P Small-Cap 600 ETF 1.7 10 50 6.7 +0.4
REVS Columbia Research Enhanced Value ETF 1.7 19 41 7.4 +1.0
SUSA iShares MSCI USA ESG Select ETF 1.7 25 35 5.1 -1.2
DEMZ Democratic Large Cap Core ETF 1.7 45 15 4.5 -1.8
APUE ActivePassive U.S. Equity ETF 1.7 45 15 4.7 -1.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.7 12 48 4.3 -2.0
ONEO SPDR Russell 1000 Momentum Focus ETF 1.7 20 40 6.6 +0.3
VTWV Vanguard Russell 2000 Value ETF 1.6 15 45 5.1 -1.2
PRF Invesco FTSE RAFI US 1000 ETF 1.6 39 21 6.8 +0.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.6 60 0 8.7 +2.4
SLYV SPDR S&P 600 Small Cap Value ETF 1.6 15 45 8.8 +2.5
FYT First Trust Small Cap Value AlphaDEX Fund 1.6 73 -13 8.2 +1.9
IUSV iShares Core S&P US Value ETF 1.6 4 56 6.4 +0.1
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 18 6.3 0.0
JQUA JPMorgan U.S. Quality Factor ETF 1.6 12 48 5.9 -0.5
ESIX SPDR S&P SmallCap 600 ESG ETF 1.6 12 48 7.6 +1.3
SPVM Invesco S&P 500 Value with Momentum ETF 1.6 39 21 7.7 +1.4
ILCV iShares Morningstar Value ETF 1.6 4 56 6.3 +0.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.6 15 45 7.7 +1.4
FNDA Schwab Fundamental US Small Co. Index ETF 1.6 25 35 6.1 -0.3
GRPM Invesco S&P MidCap 400 GARP ETF 1.6 35 25 8.1 +1.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.6 8 52 4.9 -1.5
SHE SPDR MSCI USA Gender Diversity ETF 1.6 20 40 4.7 -1.6
SMAP Amplify Small-Mid Cap Equity ETF 1.6 60 0 5.0 -1.3
DES WisdomTree U.S. SmallCap Dividend Fund 1.6 38 22 8.2 +1.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.6 17 43 4.9 -1.4
DSI iShares MSCI KLD 400 Social ETF 1.5 25 35 5.2 -1.1
AUSF Global X Adaptive U.S. Factor ETF 1.5 27 33 9.2 +2.9
HLGE Hartford Longevity Economy ETF 1.5 44 16 6.0 -0.3
FNK First Trust Mid Cap Value AlphaDEX Fund 1.5 70 -10 10.5 +4.2
IVE iShares S&P 500 Value ETF 1.5 18 42 6.1 -0.2
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 45 5.5 -0.8
SPYV SPDR Portfolio S&P 500 Value ETF 1.5 4 56 6.3 -0.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.5 7 53 4.9 -1.5
GURU Global X Guru Index ETF 1.5 75 -15 1.7 -4.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.5 15 45 4.9 -1.4
ROUS Hartford Multifactor US Equity ETF 1.5 19 41 7.1 +0.8
FDRR Fidelity Dividend ETF for Rising Rates 1.5 15 45 7.4 +1.1
FAB First Trust Multi Cap Value AlphaDEX Fund 1.5 67 -7 8.9 +2.6
VALQ American Century U.S. Quality Value ETF 1.5 29 31 7.1 +0.8
BDIV AAM Brentview Dividend Growth ETF 1.4 49 11 4.4 -2.0
ESGV Vanguard ESG U.S. Stock ETF 1.4 9 51 4.8 -1.5
FDMO Fidelity Momentum Factor ETF 1.4 15 45 3.9 -2.4
BLCV iShares Large Cap Value Active ETF 1.4 53 7 8.0 +1.7
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 1.4 60 0 6.5 +0.2
KLMT Invesco MSCI Global Climate 500 ETF 1.4 10 50 5.2 -1.1
FQAL Fidelity Quality Factor ETF 1.4 15 45 5.8 -0.5
VLU SPDR S&P 1500 Value Tilt ETF 1.4 12 48 6.7 +0.4
FVD First Trust Value Line Dividend Index Fund 1.4 65 -5 6.4 +0.1
FTA First Trust Large Cap Value AlphaDEX Fund 1.4 59 1 8.7 +2.4
EZM WisdomTree U.S. MidCap Fund 1.4 38 22 8.4 +2.1
DVND Touchstone Dividend Select ETF 1.4 67 -7 5.7 -0.6
JHML John Hancock Multifactor Large Cap ETF 1.4 29 31 5.3 -1.0
FVAL Fidelity Value Factor ETF 1.4 15 45 6.9 +0.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.3 12 48 4.5 -1.8
XVV iShares ESG Screened S&P 500 ETF 1.3 8 52 4.9 -1.4
VXF Vanguard Extended Market ETF 1.3 6 54 3.5 -2.8
SPXV ProShares S&P 500 Ex-Health Care ETF 1.3 9 51 4.7 -1.6
SCHA Schwab U.S. Small-Cap ETF 1.3 4 56 4.5 -1.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -20 6.6 +0.3
IWB iShares Russell 1000 ETF 1.3 15 45 4.8 -1.5
ETHO Etho Climate Leadership U.S. ETF 1.3 47 13 3.5 -2.8
IWX iShares Russell Top 200 Value ETF 1.3 20 40 6.0 -0.3
VONE Vanguard Russell 1000 ETF 1.3 8 52 4.9 -1.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.3 3 57 5.1 -1.2
IWV iShares Russell 3000 ETF 1.3 20 40 4.6 -1.7
RAFE PIMCO RAFI ESG U.S. ETF 1.3 29 31 7.6 +1.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.3 75 -15 2.5 -3.8
VTI Vanguard Total Stock Market ETF 1.3 3 57 4.8 -1.6
VTHR Vanguard Russell 3000 ETF 1.3 10 50 4.8 -1.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.3 75 -15 4.6 -1.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.3 20 40 4.8 -1.5
SCHB Schwab U.S. Broad Market ETF 1.3 3 57 4.9 -1.5
SCHX Schwab U.S. Large-Cap ETF 1.3 3 57 4.9 -1.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.2 3 57 4.8 -1.5
IYY iShares Dow Jones U.S. ETF 1.2 20 40 4.8 -1.6
SCHK Schwab 1000 Index ETF 1.2 5 55 4.9 -1.4
SMLF iShares U.S. SmallCap Equity Factor ETF 1.2 15 45 4.7 -1.6
CATH Global X S&P 500 Catholic Values Custom ETF 1.2 29 31 4.9 -1.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.2 11 49 4.9 -1.4
PBUS Invesco MSCI USA ETF 1.2 4 56 4.9 -1.4
IVV iShares Core S&P 500 ETF 1.2 3 57 5.0 -1.3
SPY SPDR S&P 500 ETF Trust 1.2 9 51 4.9 -1.4
SPLG SPDR Portfolio S&P 500 ETF 1.2 2 58 5.0 -1.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.2 9 51 4.9 -1.4
VOO Vanguard S&P 500 ETF 1.2 3 57 5.0 -1.3
ILCB iShares Morningstar U.S. Equity ETF 1.2 3 57 4.9 -1.4
FYX First Trust Small Cap Core AlphaDEX Fund 1.2 61 -1 4.7 -1.6
BFGFX Baron Focused Growth Retail 1.2 75 -15 2.9 -3.5
BPTRX Baron Partners Retail 1.2 75 -15 2.8 -3.5
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 45 4.9 -1.4
VV Vanguard Large-Cap ETF 1.2 4 56 4.9 -1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.2 2 58 4.9 -1.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.2 7 53 4.9 -1.4
SWP SWP Growth & Income ETF 1.1 99 -39 4.2 -2.2
STRV Strive 500 ETF 1.1 5 55 4.9 -1.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.1 0 60 4.9 -1.4
VOTE TCW Transform 500 ETF 1.1 5 55 4.9 -1.5
ISMD Inspire Small/Mid Cap ETF 1.1 54 6 4.3 -2.0
HAPS Harbor Human Capital Factor US Small Cap ETF 1.1 60 0 3.0 -3.3
SNPE Xtrackers S&P 500 ESG ETF 1.1 10 50 5.1 -1.2
ADME Aptus Drawdown Managed Equity ETF 1.1 79 -19 4.1 -2.3
IWP iShares Russell Mid-Cap Growth ETF 1.1 23 37 3.1 -3.3
JEPI JPMorgan Equity Premium Income ETF 1.1 35 25 5.3 -1.0
RPV Invesco S&P 500 Pure Value ETF 1.1 35 25 12.2 +5.9
QVML Invesco S&P 500 QVM Multi-factor ETF 1.1 11 49 4.8 -1.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.1 20 40 4.9 -1.4
LRGF iShares U.S. Equity Factor ETF 1.1 8 52 5.6 -0.8
STXD Strive 1000 Dividend Growth ETF 1.1 35 25 5.2 -1.1
SUSL iShares ESG MSCI USA Leaders ETF 1.1 10 50 5.3 -1.0
EES WisdomTree U.S. SmallCap Fund 1.1 38 22 7.2 +0.9
SDIV Global X Superdividend ETF 1.1 58 2 13.3 +7.0
IWM iShares Russell 2000 ETF 1.1 19 41 2.9 -3.4
INRO iShares U.S. Industry Rotation Active ETF 1.1 42 18 4.5 -1.9
RSSL Global X Russell 2000 ETF 1.1 8 52 2.7 -3.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.1 9 51 3.3 -3.0
RVRB Reverb ETF 1.1 30 30 4.7 -1.6
SFY SoFi Select 500 ETF 1.1 0 60 4.6 -1.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.1 10 50 5.3 -1.0
SFYF SoFi Social 50 ETF 1.1 29 31 -1.9 -8.2
FBCV Fidelity Blue Chip Value ETF 1.1 59 1 7.4 +1.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.1 15 45 4.6 -1.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.1 29 31 6.4 +0.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.1 25 35 5.2 -1.1
RPG Invesco S&P 500 Pure Growth ETF 1.0 35 25 1.5 -4.8
JGLO JPMorgan Global Select Equity ETF 1.0 33 27 4.6 -1.8
VTWO Vanguard Russell 2000 ETF 1.0 10 50 3.0 -3.3
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 35 6.4 +0.1
RAYD Rayliant Quantitative Developed Market Equity ETF 1.0 80 -20 4.3 -2.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 40 5.1 -1.2
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 56 4.1 -2.2
FNDB Schwab Fundamental US Broad Market Index ETF 1.0 25 35 6.9 +0.6
DTEC ALPS Disruptive Technologies ETF 1.0 50 10 3.3 -3.1
TMAT Main Thematic Innovation ETF 1.0 164 -104 -1.3 -7.6
RFFC ALPS Active Equity Opportunity ETF 1.0 48 12 4.3 -2.0
CHGX AXS Change Finance ESG ETF 1.0 49 11 5.4 -0.9
ROSC Hartford Multifactor Small Cap ETF 1.0 34 26 8.5 +2.2
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.0 60 0 6.0 -0.4
ACVF American Conservative Values ETF 1.0 75 -15 4.3 -2.0
FNDX Schwab Fundamental US Large Co. Index ETF 1.0 25 35 7.0 +0.7
IVW iShares S&P 500 Growth ETF 1.0 18 42 4.0 -2.4
SPYG SPDR Portfolio S&P 500 Growth ETF 1.0 4 56 4.1 -2.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.0 79 -19 4.6 -1.7
WOMN Impact Shares YWCA Women's Empowerment ETF 1.0 75 -15 4.9 -1.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 51 5.1 -1.2
TOK iShares MSCI Kokusai ETF 1.0 26 34 4.9 -1.4
GSPY Gotham Enhanced 500 ETF 0.9 50 10 5.1 -1.2
URTH iShares MSCI World ETF 0.9 24 36 5.0 -1.3
WLDR Affinity World Leaders Equity ETF 0.9 67 -7 7.5 +1.2
BARAX Baron Asset Retail 0.9 75 -15 3.6 -2.7
ILCG iShares Morningstar Growth ETF 0.9 4 56 3.8 -2.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 21 4.3 -2.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.9 9 51 5.4 -0.9
ZECP Zacks Earnings Consistent Portfolio ETF 0.9 55 5 4.6 -1.7
RFV Invesco S&P Midcap 400 Pure Value ETF 0.9 35 25 12.2 +5.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.9 14 46 4.9 -1.4
HAPI Harbor Human Capital Factor US Large Cap ETF 0.9 36 24 4.6 -1.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.9 30 30 6.3 -0.1
IETC iShares U.S. Tech Independence Focused ETF 0.8 18 42 4.3 -2.1
SPMO Invesco S&P 500 Momentum ETF 0.8 13 47 3.6 -2.7
VT Vanguard Total World Stock ETF 0.8 7 53 5.4 -0.9
FYC First Trust Small Cap Growth AlphaDEX Fund 0.8 71 -11 -0.4 -6.7
STXG Strive 1000 Growth ETF 0.8 18 42 4.0 -2.3
YALL God Bless America ETF 0.8 65 -5 3.5 -2.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.8 12 48 7.3 +1.0
ACWI iShares MSCI ACWI ETF 0.8 32 28 5.1 -1.2
GQQQ Astoria US Quality Growth Kings ETF 0.8 35 25 5.1 -1.2
USMF WisdomTree U.S. Multifactor Fund 0.8 28 32 6.4 +0.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.8 32 28 4.6 -1.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 40 4.5 -1.8
MVPS Amplify Thematic All-Stars ETF 0.7 49 11 2.8 -3.6
OPTZ Optimize Strategy Index ETF 0.7 50 10 3.1 -3.2
LVOL American Century Low Volatility ETF 0.7 29 31 4.8 -1.5
RECS Columbia Research Enhanced Core ETF 0.7 15 45 5.9 -0.4
LRGC AB US Large Cap Strategic Equities ETF 0.7 48 12 4.6 -1.8
DGT SPDR Global Dow ETF 0.7 50 10 6.4 +0.1
VUG Vanguard Growth ETF 0.7 4 56 4.0 -2.3
AIEQ AI Powered Equity ETF 0.7 75 -15 4.9 -1.4
FFLC Fidelity Fundamental Large Cap Core ETF 0.7 38 22 4.8 -1.5
FSST Fidelity Sustainable U.S. Equity ETF 0.7 59 1 1.9 -4.4
EPS WisdomTree U.S. LargeCap Fund 0.7 8 52 5.6 -0.7
PDP Invesco Dorsey Wright Momentum ETF 0.7 62 -2 3.3 -3.1
MGV Vanguard Mega Cap Value ETF 0.7 7 53 6.4 +0.1
SPVU Invesco S&P 500 Enhanced Value ETF 0.6 13 47 9.8 +3.5
FELC Fidelity Enhanced Large Cap Core ETF 0.6 18 42 5.2 -1.1
NACP Impact Shares NAACP Minority Empowerment ETF 0.6 49 11 4.7 -1.6
FDWM Fidelity Women's Leadership ETF 0.6 59 1 4.7 -1.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.6 19 41 6.2 -0.1
SPMV Invesco S&P 500 Minimum Variance ETF 0.6 10 50 5.5 -0.8
PFM Invesco Dividend Achievers ETF 0.6 53 7 5.3 -1.0
OALC OneAscent Large Cap Core ETF 0.6 86 -26 4.4 -1.9
TMFC Motley Fool 100 Index ETF 0.6 50 10 3.7 -2.6
VFMV Vanguard U.S. Minimum Volatility ETF 0.6 13 47 5.6 -0.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.6 39 21 7.8 +1.5
KOCG FIS Knights of Columbus Global Belief ETF 0.6 75 -15 4.7 -1.7
QUS SPDR MSCI USA StrategicFactors ETF 0.5 15 45 5.7 -0.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.5 45 15 4.7 -1.6
SNPG Xtrackers S&P 500 Growth ESG ETF 0.5 15 45 4.3 -2.1
IWL iShares Russell Top 200 ETF 0.5 15 45 4.7 -1.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 0 5.9 -0.4
GINN Goldman Sachs Innovate Equity ETF 0.5 52 8 2.4 -3.9
MGC Vanguard Mega Cap ETF 0.5 7 53 4.8 -1.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.5 9 51 5.2 -1.1
SMOT VanEck Morningstar SMID Moat ETF 0.5 49 11 5.8 -0.6
EGUS iShares ESG Aware MSCI USA Growth ETF 0.5 18 42 4.3 -2.0
USMV iShares MSCI USA Min Vol Factor ETF 0.5 15 45 5.5 -0.8
MGK Vanguard Mega Cap Growth ETF 0.5 7 53 4.3 -2.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 18 5.0 -1.3
IWO iShares Russell 2000 Growth ETF 0.5 24 36 0.5 -5.8
XT iShares Exponential Technologies ETF 0.5 46 14 4.7 -1.6
VTWG Vanguard Russell 2000 Growth ETF 0.5 15 45 0.7 -5.6
RWL Invesco S&P 500 Revenue ETF 0.4 39 21 7.1 +0.7
VOOG Vanguard S&P 500 Growth ETF 0.4 10 50 4.5 -1.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 39 3.9 -2.4
HKND Humankind US Stock ETF 0.4 11 49 7.5 +1.2
HLAL Wahed FTSE USA Shariah ETF 0.4 50 10 4.9 -1.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 25 2.6 -3.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 25 6.0 -0.3
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 11 5.7 -0.7
SVAL iShares US Small Cap Value Factor ETF 0.4 20 40 10.3 +4.0
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 30 6.0 -0.3
GLOF iShares Global Equity Factor ETF 0.3 20 40 6.6 +0.3
IUS Invesco RAFI Strategic US ETF 0.3 19 41 6.9 +0.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 31 4.3 -2.0
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 56 4.1 -2.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.3 25 35 10.1 +3.8
IEDI iShares U.S. Consumer Focused ETF 0.3 18 42 4.8 -1.5
AFSM First Trust Active Factor Small Cap ETF 0.3 75 -15 6.1 -0.3
FBCG Fidelity Blue Chip Growth ETF 0.3 59 1 2.8 -3.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 21 7.9 +1.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 40 6.0 -0.3
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 15 3.7 -2.7
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 30 7.7 +1.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.2 12 48 4.6 -1.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.2 25 35 5.7 -0.7
PKW Invesco Buyback Achievers ETF 0.2 62 -2 6.6 +0.3
FESM Fidelity Enhanced Small Cap ETF 0.2 28 32 1.5 -4.8
IWF iShares Russell 1000 Growth ETF 0.2 19 41 4.4 -1.9
VONG Vanguard Russell 1000 Growth ETF 0.2 8 52 4.6 -1.8
OEF iShares S&P 100 ETF 0.2 20 40 4.7 -1.6
HELX Franklin Genomic Advancements ETF 0.1 50 10 0.5 -5.8
VUSE Vident U.S. Equity Strategy ETF 0.1 50 10 4.4 -1.9
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 42 4.6 -1.7
IWY iShares Russell Top 200 Growth ETF 0.0 20 40 4.6 -1.7
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.0 70 -10 4.9 -1.4

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

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RESULTS & ESTIMATES

  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:
iREIT - MarketVector Quality REIT Index ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.3 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 6.3 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.62 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.