Wedbush ETFMG Global Cloud Technology ETF
ALTAR
Score™
3.7% info Recommen-
dation
NEUTRAL
2022E    2023E
P/E
ratio
33.5x P/Sales
ratio
2.0x
P/BV
ratio
2.6x Div.
yield
1.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
IVES tracks an index of global equities related to cloud technology companies selected based on revenue.

FUND BASICS
Category Global Equities
Fund Sponsor ETFMG
Website etfmg.com/funds/ives/
Inception date Mar 08, 2016
Assets (mns) $29
Currency USD
Expense ratio 68 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 72
Wgt avg mkt cap (mns) $8,417
Large cap (>$10bn) 28.8%
Mid cap ($2-10bn) 50.5%
Small cap (<$2bn) 14.1%
Developed mkts 90.1%
Emerging mkts 10.0%

TOP TEN HOLDINGS
ETF MANAGERS TR ETFMG SIT ULTR 8.5 %
OPEN TEXT CORP 5.0 %
ITOCHU TECHNO-SOLUTIONS CORP 4.9 %
NICE SYSTEMS LTD 4.6 %
SUMISHO COMPUTER SYSTEMS 4.3 %
ELASTIC NV 4.1 %
GDS HOLDINGS LTD. SPONSORED ADR CL 3.8 %
SINCH AB 3.2 %
NETAPP INC 3.0 %
NEXTDC LIMITED 2.9 %
Total 44.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 47.8 %
JAPAN 12.5 %
CHINA 9.6 %
CANADA 5.8 %
ISRAEL 4.6 %
AUSTRALIA 4.0 %
SWEDEN 3.2 %
BRITAIN 2.3 %
SINGAPORE 2.0 %
GERMANY 2.0 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-27.1% -28.8% 4.4% -- 5.6%

Market Correlations
versus... Beta R-squared
S&P500 1.23 65%
MSCI EAFE 1.24 63%
MSCI Emg. Mkts. 1.09 57%

Technical Indicators
Recent close $32.40
30d moving avg. $35.11
Annualized volatility 28.6%
Short interest (ETF) 0.5%
Relative strength (RSI) 35

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.3%
Bid/Ask (% of price) 0.57%
ADV underlying (mns) $4,223

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 683 potential alternatives to the Wedbush ETFMG Global Cloud Technology ETF ETF based on the alternatives' overlap in portfolio holdings with IVES. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IVES Expense: 68 bp ALTAR Score™: 3.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IVES
Ticker Fund
Name
Overlap1
vs IVES
(%)
Expense
ratio
(bp)
Savings
vs IVES
(bp)
ALTAR
Score™
(%)
ALTAR
vs IVES
(%)
FCLD Fidelity Cloud Computing ETF 29.4 39 29 4.4 +0.8
DAT ProShares Big Data Refiners ETF 22.6 58 10 0.5 -3.2
WCLD WisdomTree Cloud Computing Fund 18.2 45 23 -1.7 -5.4
SKYY First Trust Cloud Computing ETF 17.3 60 8 4.3 +0.7
IWFH iShares Virtual Work and Life Multisector ETF 15.7 47 21 -1.2 -4.9
XSW SPDR S&P Software & Services ETF 13.5 35 33 3.8 +0.1
FXL First Trust Technology AlphaDEX Fund 12.5 61 7 6.6 +3.0
IDAT iShares Cloud 5G and Tech ETF 12.0 47 21 6.4 +2.7
VPN Global X Data Center REITs & Digital Infrastructure ETF 11.1 50 18 4.8 +1.1
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 10.4 60 8 1.8 -1.9
FDN First Trust Dow Jones Internet Index Fund 10.0 51 17 4.0 +0.3
NIFE Direxion Fallen Knives ETF 9.7 50 18 -5.9 -9.6
WCBR WisdomTree Cybersecurity Fund 9.6 45 23 0.0 -3.7
CLOU Global X Cloud Computing ETF 8.7 68 0 2.1 -1.6
OGIG O'Shares Global Internet Giants ETF 8.6 48 20 0.0 -3.7
XDAT Franklin Exponential Data ETF 8.3 50 18 3.1 -0.5
LRNZ TrueMark Technology, AI & Deep Learning ETF 8.2 68 0 -1.9 -5.5
GBGR Global Beta Momentum-Growth ETF 7.9 29 39 1.9 -1.8
WUGI Esoterica NextG Economy ETF 7.5 75 -7 2.3 -1.4
XITK SPDR FactSet Innovative Technology ETF 7.0 45 23 -3.2 -6.9
XWEB SPDR S&P Internet ETF 6.8 35 33 -3.0 -6.7
THNQ ROBO Global Artificial Intelligence ETF 6.8 68 0 3.3 -0.4
IGV iShares Expanded Tech-Software ETF 6.6 43 25 3.8 +0.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 6.4 20 48 5.0 +1.4
FPX First Trust US IPO Index Fund 6.2 57 11 2.5 -1.1
BYTE Roundhill IO Digital Infrastructure ETF 6.0 75 -7 3.4 -0.3
SLT Pacer Salt High truBeta US Market ETF 6.0 60 8 0.0 -3.7
WFH Direxion Work From Home ETF 5.8 45 23 0.0 -3.7
AILG Alpha Intelligent - Large Cap Growth ETF 5.8 85 -17 4.1 +0.4
TMFX Motley Fool Next Index ETF 5.8 50 18 3.7 +0.1
WGRO WisdomTree U.S. Growth & Momentum Fund 5.2 55 13 7.2 +3.5
IPO Renaissance IPO ETF 5.2 60 8 6.6 +2.9
CTRU ARK Transparency ETF 5.2 55 13 2.8 -0.9
XT iShares Exponential Technologies ETF 5.1 46 22 4.2 +0.5
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 4.9 47 21 0.1 -3.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.9 15 53 4.1 +0.5
CHIK Global X MSCI China Information Technology ETF 4.8 65 3 5.5 +1.9
BTEK BlackRock Future Tech ETF 4.8 88 -20 0.5 -3.1
JFWD Jacob Forward ETF 4.7 75 -7 -12.2 -15.9
PLAT WisdomTree Modern Tech Platforms Fund 4.7 20 48 2.0 -1.7
IWP iShares Russell Mid-Cap Growth ETF 4.6 23 45 4.4 +0.7
EIS iShares MSCI Israel ETF 4.6 59 9 7.0 +3.3
GURU Global X Guru Index ETF 4.4 75 -7 1.4 -2.3
INNO Harbor Disruptive Innovation ETF 4.3 75 -7 -3.5 -7.2
PTF Invesco DWA Technology Momentum ETF 4.2 60 8 4.7 +1.0
MRND IQ U.S. Mid Cap R&D Leaders ETF 4.1 16 52 2.9 -0.7
PSJ Invesco Dynamic Software ETF 4.1 56 12 3.7 -0.0
KNGS UPHOLDINGS Compound Kings ETF 4.1 60 8 4.4 +0.7
IHAK iShares Cybersecurity & Tech ETF 4.1 47 21 3.7 +0.0
VBK Vanguard Small-Cap Growth Index Fund 4.0 7 61 2.5 -1.2
GGRW Gabelli Growth Innovators ETF 4.0 90 -22 3.2 -0.5
JHMT John Hancock Multifactor Technology ETF 3.6 40 28 6.3 +2.7
QQQN VictoryShares Nasdaq Next 50 ETF 3.5 18 50 6.1 +2.4
FMET Fidelity Metaverse ETF 3.5 39 29 5.2 +1.5
BOSS Global X Founder-Run Companies ETF 3.5 45 23 2.9 -0.8
ISCG iShares Morningstar Small-Cap Growth ETF 3.5 6 62 1.5 -2.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.5 70 -2 4.4 +0.7
HACK ETFMG Prime Cyber Security ETF 3.4 60 8 3.6 -0.0
WWOW Direxion World Without Waste ETF 3.2 50 18 0.6 -3.1
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 3.2 69 -1 6.5 +2.9
EFAD ProShares MSCI EAFE Dividend Growers ETF 3.2 51 17 5.2 +1.6
QTUM Defiance Quantum ETF 3.1 40 28 6.3 +2.6
PXQ Invesco Dynamic Networking ETF 3.0 63 5 4.2 +0.5
RAYD Rayliant Quantitative Developed Market Equity ETF 3.0 80 -12 8.9 +5.3
ZIG The Acquirers Fund 2.8 89 -21 12.6 +9.0
DRW WisdomTree Global ex-US Real Estate Fund 2.8 58 10 4.2 +0.5
IMCG iShares Morningstar Mid-Cap Growth ETF 2.8 6 62 4.5 +0.8
ALFA AlphaClone Alternative Alpha ETF 2.8 65 3 4.0 +0.3
PGJ Invesco Golden Dragon China ETF 2.8 69 -1 2.4 -1.3
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.7 85 -17 4.8 +1.1
SXUS Janus Henderson International Sustainable Equity ETF 2.7 60 8 4.0 +0.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.7 7 61 5.6 +1.9
NUMG Nuveen ESG Mid-Cap Growth ETF 2.7 30 38 4.3 +0.6
VXF Vanguard Extended Market Index Fund 2.5 6 62 2.6 -1.1
VOT Vanguard Mid-Cap Growth Index Fund 2.5 7 61 4.1 +0.5
KOMP SPDR Kensho New Economies Composite ETF 2.5 20 48 0.8 -2.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.5 60 8 8.1 +4.4
GIGE SoFi Gig Economy ETF 2.5 59 9 -6.5 -10.2
RYT Invesco S&P 500 Equal Weight Technology ETF 2.5 40 28 6.5 +2.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.5 55 13 4.4 +0.8
JHSC John Hancock Multifactor Small Cap ETF 2.4 42 26 6.5 +2.8
AIQ Global X Future Analytics Tech ETF 2.4 68 0 5.2 +1.5
FYC First Trust Small Cap Growth AlphaDEX Fund 2.4 71 -3 2.8 -0.9
TCHI iShares MSCI China Multisector Tech ETF 2.3 59 9 3.8 +0.1
TDV ProShares S&P Technology Dividend Aristocrats ETF 2.3 46 22 6.6 +2.9
IWO iShares Russell 2000 Growth ETF 2.3 24 44 1.0 -2.7
VTWG Vanguard Russell 2000 Growth Index Fund 2.3 15 53 1.0 -2.6
BFTR Future Innovators ETF 2.3 80 -12 -3.3 -6.9
TECB iShares US Tech Breakthrough Multisector ETF 2.2 40 28 5.5 +1.9
MMLG First Trust Multi-Manager Large Growth ETF 2.2 85 -17 3.0 -0.7
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 2.2 25 43 9.8 +6.2
ERSX ERShares NextGen Entrepreneurs ETF 2.2 75 -7 5.9 +2.3
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 2.2 20 48 5.0 +1.3
PSC Principal U.S. Small Cap Index ETF 2.2 38 30 7.2 +3.6
BKSE BNY Mellon US Small Cap Core Equity ETF 2.2 4 64 5.8 +2.2
GVIP Goldman Sachs Hedge Industry VIP ETF 2.2 45 23 5.8 +2.1
AIEQ AI Powered Equity ETF 2.1 80 -12 3.4 -0.3
SFYX Sofi Next 500 ETF 2.1 0 68 6.6 +2.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.1 63 5 4.5 +0.8
IYW iShares U.S. Technology ETF 2.0 43 25 5.6 +2.0
PNQI Invesco NASDAQ Internet ETF 2.0 60 8 3.3 -0.4
SRET Global X SuperDividend REIT ETF 2.0 58 10 8.8 +5.2
SCHA Schwab U.S. Small-Cap ETF 2.0 4 64 5.5 +1.8
SCHM Schwab U.S. Mid-Cap ETF 2.0 4 64 6.4 +2.7
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.0 57 11 5.5 +1.9
CIBR First Trust NASDAQ CEA Cybersecurity ETF 2.0 60 8 3.2 -0.5
PUNK Subversive Metaverse ETF 2.0 75 -7 2.4 -1.3
SPRX Spear Alpha ETF 2.0 75 -7 1.6 -2.1
MEME Roundhill MEME ETF 2.0 69 -1 -3.6 -7.2
NFTZ Defiance Digital Revolution ETF 2.0 45 23 -14.6 -18.3
RYJ Invesco Raymond James SB-1 Equity ETF 1.9 75 -7 3.5 -0.1
QGRO American Century STOXX U.S. Quality Growth ETF 1.8 29 39 7.7 +4.1
HLGE Hartford Longevity Economy ETF 1.8 44 24 8.1 +4.4
VB Vanguard Small-Cap ETF 1.8 5 63 6.1 +2.4
FTEC Fidelity MSCI Information Technology Index ETF 1.8 8 60 5.7 +2.0
IGM iShares Expanded Tech Sector ETF 1.8 43 25 5.4 +1.7
ISCB iShares Morningstar Small-Cap ETF 1.8 4 64 5.1 +1.4
PBSM Invesco PureBeta MSCI USA Small Cap ETF 1.8 6 62 5.6 +1.9
VGT Vanguard Information Technology Index Fund 1.8 10 58 5.7 +2.0
EZM WisdomTree U.S. MidCap Earnings Fund 1.8 38 30 9.9 +6.2
FPAG FPA Global Equity ETF 1.7 49 19 6.5 +2.9
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 1.7 17 51 5.5 +1.8
MOON Direxion Moonshot Innovators ETF 1.7 65 3 -21.0 -24.7
ARKW ARK Web x.0 ETF 1.7 83 -15 -16.5 -20.2
AVDR AVDR US LargeCap Leading ETF 1.7 60 8 6.1 +2.4
KGRN KraneShares MSCI China Clean Technology Index ETF 1.6 79 -11 7.3 +3.6
MVPS Amplify Thematic All-Stars ETF 1.6 49 19 2.1 -1.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 59 4.9 +1.3
VO Vanguard Mid-Cap Index Fund 1.6 4 64 5.7 +2.0
IWR iShares Russell Midcap ETF 1.6 19 49 5.9 +2.3
RNDV US Equity Dividend Select ETF 1.6 50 18 8.3 +4.6
RNSC Small Cap US Equity Select ETF 1.6 60 8 8.5 +4.8
DMDV AAM S&P Developed Markets High Dividend Value ETF 1.6 39 29 10.0 +6.3
IVSG Invesco Select Growth ETF 1.6 48 20 4.8 +1.1
ITAN Sparkline Intangible Value ETF 1.6 50 18 7.1 +3.4
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 1.5 30 38 7.3 +3.6
IETC iShares Evolved U.S. Technology ETF 1.5 18 50 5.3 +1.6
NZRO Strategy Shares Halt Climate Change ETF 1.5 95 -27 1.8 -1.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.5 35 33 7.8 +4.2
SMMD iShares Russell 2500 ETF 1.5 15 53 6.4 +2.8
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 1.5 35 33 7.6 +3.9
CSML IQ Chaikin U.S. Small Cap ETF 1.4 35 33 5.7 +2.1
STLG iShares Factors US Growth Style ETF 1.4 25 43 8.1 +4.4
EQAL Invesco Russell 1000 Equal Weight ETF 1.4 20 48 6.2 +2.5
IMCB iShares Morningstar Mid-Cap ETF 1.4 4 64 6.0 +2.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.4 29 39 8.2 +4.5
TMFS Motley Fool Small Cap Growth ETF 1.4 85 -17 2.7 -1.0
PID Invesco International Dividend Achievers ETF 1.4 56 12 7.2 +3.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 29 4.3 +0.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.4 12 56 5.9 +2.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.4 4 64 6.1 +2.5
IUSS Invesco Strategic US Small Company ETF 1.3 23 45 6.2 +2.5
MTUM iShares MSCI USA Momentum Factor ETF 1.3 15 53 5.4 +1.7
AVSC Avantis U.S Small Cap Equity ETF 1.3 25 43 5.2 +1.5
LSLT Salt Low truBeta US Market ETF 1.3 60 8 0.0 -3.7
EWGS iShares MSCI Germany Small Cap ETF 1.2 59 9 6.6 +2.9
SMDY Syntax Stratified MidCap ETF 1.2 35 33 6.8 +3.2
FNX First Trust Mid Cap Core AlphaDEX Fund 1.2 60 8 7.7 +4.0
FDLO Fidelity Low Volatility Factor ETF 1.2 29 39 5.6 +1.9
KWEB KraneShares CSI China Internet ETF 1.2 76 -8 -1.2 -4.9
CGGO Capital Group Global Growth Equity ETF 1.2 47 21 4.3 +0.6
IWM iShares Russell 2000 ETF 1.2 19 49 1.5 -2.2
ONEY SPDR Russell 1000 Yield Focus ETF 1.2 20 48 8.5 +4.9
STLV iShares Factors US Value Style ETF 1.2 25 43 8.9 +5.3
VTWO Vanguard Russell 2000 Index Fund 1.2 10 58 1.7 -2.0
TTAC TrimTabs US Free Cash Flow Quality ETF 1.2 59 9 6.8 +3.1
FSMD Fidelity Small-Mid Factor ETF 1.2 29 39 8.5 +4.8
CBTG Cabot Growth ETF 1.2 75 -7 0.0 -3.7
FTC First Trust Large Cap Growth AlphaDEX Fund 1.1 60 8 5.3 +1.6
JHMM John Hancock Multifactor Mid Cap ETF 1.1 41 27 6.7 +3.1
ONEO SPDR Russell 1000 Momentum Focus ETF 1.1 20 48 8.1 +4.5
FYX First Trust Small Cap Core AlphaDEX Fund 1.1 63 5 8.5 +4.8
ISMD Inspire Small/Mid Cap Impact ETF 1.1 57 11 6.2 +2.6
SPGP Invesco S&P 500 GARP ETF 1.1 36 32 8.2 +4.5
EWMC Invesco S&P MidCap 400 Equal Weight ETF 1.1 40 28 7.3 +3.6
CGGR Capital Group Growth ETF 1.1 39 29 4.6 +0.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.1 20 48 6.8 +3.2
IVDG Invesco Focused Discovery Growth ETF 1.1 59 9 4.6 +0.9
COWZ Pacer US Cash Cows 100 ETF 1.1 49 19 10.9 +7.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.1 20 48 7.2 +3.6
SIZE iShares MSCI USA Size Factor ETF 1.0 15 53 6.3 +2.6
ERTH Invesco MSCI Sustainable Future ETF 1.0 55 13 4.0 +0.3
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.0 30 38 9.5 +5.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.0 45 23 2.1 -1.6
EUSA iShares MSCI USA Equal Weighted ETF 1.0 9 59 6.0 +2.4
EES WisdomTree SmallCap Earnings Fund 1.0 38 30 10.1 +6.5
ROUS Hartford Multifactor US Equity ETF 1.0 19 49 7.4 +3.8
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 1.0 75 -7 3.0 -0.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 33 5.7 +2.1
QINT American Century Quality Diversified International ETF 0.9 39 29 8.5 +4.8
SDG iShares Sustainable MSCI Global Impact ETF 0.9 49 19 8.4 +4.7
METV Roundhill Ball Metaverse ETF 0.9 59 9 4.4 +0.7
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.9 50 18 7.5 +3.9
NUSC Nuveen ESG Small-Cap ETF 0.9 30 38 5.7 +2.0
VFMO Vanguard U.S. Momentum Factor ETF 0.9 13 55 6.0 +2.3
AFMC First Trust Active Factor Mid Cap ETF 0.9 65 3 9.1 +5.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.9 39 29 9.4 +5.7
SHE SPDR SSGA Gender Diversity Index ETF 0.9 20 48 5.8 +2.1
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.9 17 51 7.6 +4.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.9 9 59 5.8 +2.1
MOTI VanEck Morningstar International Moat ETF 0.9 58 10 9.2 +5.6
JSTC Adasina Social Justice All Cap Global ETF 0.9 89 -21 6.3 +2.7
VFMV Vanguard U.S. Minimum Volatility ETF 0.9 13 55 5.9 +2.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.9 35 33 9.2 +5.5
MGMT Ballast Small/Mid Cap ETF 0.9 110 -42 8.6 +4.9
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 0.9 85 -17 6.9 +3.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.8 60 8 10.9 +7.2
UVDV UVA Dividend Value ETF 0.8 80 -12 6.8 +3.1
VOE Vanguard Mid-Cap Value Index Fund 0.8 7 61 7.0 +3.3
SCHC Schwab International Small-Cap Equity ETF 0.8 11 57 5.4 +1.7
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.8 75 -7 3.4 -0.3
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 0.8 32 36 6.0 +2.4
USMF WisdomTree U.S. Multifactor Fund 0.8 28 40 8.6 +4.9
EWJE iShares MSCI Japan Equal Weighted ETF 0.8 15 53 6.7 +3.1
DSTX Distillate International Fundamental Stability & Value ETF 0.8 55 13 8.1 +4.5
INTF iShares Edge MSCI Multifactor Intl ETF 0.8 30 38 9.2 +5.5
VUSE Vident Core US Equity Fund 0.8 48 20 10.2 +6.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.8 75 -7 9.0 +5.3
TPHD Timothy Plan High Dividend Stock ETF 0.8 52 16 6.1 +2.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.8 52 16 5.9 +2.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 0.8 35 33 7.7 +4.0
VFQY Vanguard U.S. Quality Factor ETF 0.8 13 55 8.1 +4.4
DWMF WisdomTree International Multifactor Fund 0.8 38 30 7.3 +3.6
DFAS Dimensional U.S. Small Cap ETF 0.8 34 34 6.7 +3.0
IWF iShares Russell 1000 Growth ETF 0.8 19 49 5.5 +1.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.8 65 3 2.9 -0.8
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 0.8 45 23 5.9 +2.2
VONG Vanguard Russell 1000 Growth Index Fund 0.8 8 60 5.6 +2.0
NXTG First Trust Indxx NextG ETF 0.8 70 -2 6.2 +2.5
FINX Global X FinTech Thematic ETF 0.8 68 0 5.6 +2.0
IJK iShares S&P Mid-Cap 400 Growth ETF 0.8 17 51 6.8 +3.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.8 15 53 6.8 +3.1
RNLC Large Cap US Equity Select ETF 0.8 60 8 6.9 +3.2
HHH ETFMG Real Estate Tech ETF 0.8 75 -7 3.3 -0.4
DTEC ALPS Disruptive Technologies ETF 0.8 50 18 4.0 +0.3
FITE SPDR Kensho Future Security ETF 0.8 45 23 3.4 -0.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 0.8 35 33 7.7 +4.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.8 58 10 5.5 +1.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.8 15 53 6.7 +3.0
ESGS Columbia Sustainable U.S. Equity Income ETF 0.7 35 33 8.8 +5.2
ECNS iShares MSCI China Small-Cap ETF 0.7 59 9 12.9 +9.2
LRGF iShares Edge MSCI Multifactor USA ETF 0.7 20 48 8.3 +4.7
JSML Janus Henderson Small Cap Growth Alpha ETF 0.7 30 38 9.5 +5.8
MOAT VanEck Morningstar Wide Moat ETF 0.7 47 21 6.5 +2.8
MOTG VanEck Morningstar Global Wide Moat ETF 0.7 52 16 6.4 +2.8
MOTE VanEck Morningstar ESG Moat ETF 0.7 49 19 6.1 +2.4
JVAL JPMorgan U.S. Value Factor ETF 0.7 12 56 8.9 +5.2
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.7 35 33 7.0 +3.4
FNI First Trust Chindia ETF 0.7 60 8 2.2 -1.5
ILCG iShares Morningstar Growth ETF 0.7 4 64 4.6 +0.9
CSD Invesco S&P Spin-Off ETF 0.7 65 3 5.1 +1.4
DSTL Distillate US Fundamental Stability & Value ETF 0.7 39 29 7.0 +3.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.7 11 57 5.9 +2.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.7 15 53 7.9 +4.2
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.7 25 43 6.0 +2.4
ZGEN Generation Z ETF 0.7 60 8 -5.5 -9.2
ESGN Columbia Sustainable International Equity Income ETF 0.7 45 23 8.5 +4.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.7 18 50 6.1 +2.4
PWC Invesco Dynamic Market ETF 0.7 60 8 6.3 +2.6
ANEW ProShares MSCI Transformational Changes ETF 0.7 45 23 4.0 +0.3
RESD WisdomTree International ESG Fund 0.7 30 38 6.8 +3.1
USMV iShares Edge MSCI Min Vol USA ETF 0.7 15 53 5.9 +2.2
RYLD Global X Russell 2000 Covered Call ETF 0.7 60 8 1.3 -2.4
FYT First Trust Small Cap Value AlphaDEX Fund 0.7 72 -4 12.1 +8.4
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.6 21 47 4.0 +0.3
TPSC Timothy Plan US Small Cap Core ETF 0.6 52 16 8.3 +4.7
VEGN US Vegan Climate ETF 0.6 60 8 5.7 +2.0
FUNL CornerCap Fundametrics Large-Cap ETF 0.6 50 18 8.0 +4.3
EWUS iShares MSCI United Kingdom Small Cap ETF 0.6 59 9 6.0 +2.3
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.6 20 48 8.8 +5.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.6 12 56 7.7 +4.0
BIBL Inspire ETF 0.6 35 33 5.5 +1.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.6 49 19 4.7 +1.1
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.6 25 43 8.1 +4.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.6 12 56 6.8 +3.1
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.6 29 39 7.8 +4.1
MDY SPDR S&P Midcap 400 ETF Trust 0.6 23 45 7.4 +3.7
XMHQ Invesco S&P MidCap Quality ETF 0.6 25 43 8.3 +4.6
ACTV LeaderShares Activist Leaders ETF 0.6 75 -7 8.0 +4.3
TPIF Timothy Plan International ETF 0.6 62 6 6.5 +2.8
ENTR Entrepreneur 30 Fund 0.6 49 19 5.3 +1.6
ROSC Hartford Multifactor Small Cap ETF 0.6 34 34 10.3 +6.7
IJH iShares Core S&P Mid-Cap ETF 0.6 5 63 7.5 +3.9
JQUA JPMorgan U.S. Quality Factor ETF 0.6 12 56 6.6 +3.0
BOUT Innovator IBD Breakout Opportunities ETF 0.6 84 -16 6.2 +2.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 64 4.7 +1.0
SPMD SPDR Portfolio Mid Cap ETF 0.6 5 63 7.5 +3.9
RFFC RiverFront Dynamic US Flex-Cap ETF 0.6 52 16 5.6 +1.9
USXF iShares ESG Advanced MSCI USA ETF 0.6 10 58 5.9 +2.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.6 10 58 7.5 +3.8
PKW Invesco Buyback Achievers ETF 0.6 64 4 9.1 +5.4
IDLB Invesco FTSE International Low Beta Equal Weight ETF 0.6 45 23 7.0 +3.3
EWC iShares MSCI Canada ETF 0.6 51 17 6.8 +3.1
RFV Invesco S&P Midcap 400 Pure Value ETF 0.6 35 33 10.7 +7.0
BBCA JPMorgan BetaBuilders Canada ETF 0.6 19 49 7.0 +3.3
FBCG Fidelity Blue Chip Growth ETF 0.6 59 9 2.6 -1.1
YPS Arrow Reverse Cap 500 ETF 0.6 29 39 6.2 +2.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.6 10 58 5.6 +1.9
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 46 5.6 +1.9
ESGV Vanguard ESG U.S. Stock ETF 0.5 9 59 6.0 +2.4
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.5 35 33 8.4 +4.7
ACWF iShares MSCI Global Multifactor ETF 0.5 35 33 9.2 +5.5
FEX First Trust Large Cap Core AlphaDEX Fund 0.5 59 9 7.5 +3.9
IWC iShares Micro-Cap ETF 0.5 60 8 -21.8 -25.5
BLOK Amplify Transformational Data Sharing ETF 0.5 71 -3 5.3 +1.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.5 68 0 4.0 +0.4
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 0.5 60 8 2.1 -1.6
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 0.5 85 -17 0.3 -3.4
VBB Valkyrie Balance Sheet Opportunities ETF 0.5 75 -7 -2.1 -5.8
BITQ Bitwise Crypto Industry Innovators ETF 0.5 85 -17 -5.7 -9.4
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.5 60 8 -15.2 -18.8
DAPP VanEck Digital Transformation ETF 0.5 50 18 -30.0 -33.7
ACWV iShares MSCI Global Min Vol Factor ETF 0.5 20 48 5.8 +2.1
SCZ iShares MSCI EAFE Small-Cap ETF 0.5 40 28 5.4 +1.8
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 62 8.0 +4.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.5 24 44 7.6 +3.9
FIVG Defiance Next Gen Connectivity ETF 0.5 30 38 6.4 +2.7
NTZO Impact Shares MSCI Global Climate Select ETF 0.5 30 38 5.8 +2.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 29 7.1 +3.4
AFSM First Trust Active Factor Small Cap ETF 0.5 77 -9 8.2 +4.5
VFVA Vanguard U.S. Value Factor ETF 0.5 14 54 11.0 +7.3
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 30 8.4 +4.7
DFSV Dimensional US Small Cap Value ETF 0.5 31 37 8.7 +5.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.5 3 65 5.6 +2.0
SCHB Schwab U.S. Broad Market ETF 0.5 3 65 5.9 +2.2
VTHR Vanguard Russell 3000 Index Fund 0.5 10 58 5.7 +2.0
IWV iShares Russell 3000 ETF 0.5 20 48 5.6 +1.9
VTI Vanguard Total Stock Market Index Fund 0.5 3 65 5.5 +1.8
MXDU Nationwide Maximum Diversification US Core Equity ETF 0.5 34 34 5.7 +2.0
VIRS Pacer BioThreat Strategy ETF 0.5 70 -2 7.0 +3.4
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 0.5 25 43 6.4 +2.7
IQDE FlexShares International Quality Dividend Defensive Index ET 0.5 47 21 9.2 +5.5
ARKK ARK Innovation ETF 0.5 75 -7 -6.9 -10.5
SSPY Syntax Stratified LargeCap ETF 0.5 30 38 6.5 +2.8
FDWM Fidelity Women's Leadership ETF 0.5 59 9 6.1 +2.4
NUMV Nuveen ESG Mid-Cap Value ETF 0.4 30 38 8.2 +4.5
IQDF FlexShares International Quality Dividend Index Fund 0.4 47 21 9.5 +5.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 53 8.2 +4.5
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.4 60 8 5.5 +1.8
IDLV Invesco S&P International Developed Low Volatility ETF 0.4 25 43 6.0 +2.3
JDIV JPMorgan U.S. Dividend ETF 0.4 12 56 7.8 +4.1
ISRA VanEck Israel ETF 0.4 62 6 6.8 +3.1
IWB iShares Russell 1000 ETF 0.4 15 53 5.9 +2.2
ITEQ BlueStar Israel Technology ETF 0.4 75 -7 1.6 -2.1
IZRL ARK Israel Innovative Technology ETF 0.4 49 19 -7.6 -11.2
VBR Vanguard Small Cap Value Index Fund 0.4 7 61 8.2 +4.6
BUL Pacer US Cash Cows Growth ETF 0.4 60 8 8.6 +5.0
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.4 50 18 3.1 -0.6
VONE Vanguard Russell 1000 ETF 0.4 8 60 6.0 +2.3
ISZE iShares Edge MSCI Intl Size Factor ETF 0.4 30 38 6.3 +2.6
KRMA Global X Conscious Companies ETF 0.4 43 25 6.3 +2.6
VIGI Vanguard International Dividend Appreciation ETF 0.4 20 48 5.6 +2.0
SFY SoFi Select 500 ETF 0.4 0 68 6.0 +2.3
IYY iShares Dow Jones U.S. ETF 0.4 20 48 5.8 +2.1
VUG Vanguard Growth Index Fund 0.4 4 64 4.9 +1.3
MDYV SPDR S&P 400 Mid Cap Value ETF 0.4 15 53 8.3 +4.6
IJJ iShares S&P Mid-Cap 400 Value ETF 0.4 18 50 8.2 +4.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.4 15 53 8.2 +4.6
SCHK Schwab 1000 Index ETF 0.4 5 63 5.9 +2.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.4 15 53 6.1 +2.5
RWX SPDR Dow Jones International Real Estate ETF 0.4 59 9 5.4 +1.7
DFIS Dimensional International Small Cap ETF 0.4 39 29 5.4 +1.8
PSCT Invesco S&P SmallCap Information Technology ETF 0.4 29 39 6.2 +2.5
CIL VictoryShares International Volatility Weighted Index ETF 0.4 45 23 6.8 +3.1
VNMC Natixis Vaughan Nelson Mid Cap ETF 0.4 85 -17 6.4 +2.8
SQLV Legg Mason Small-Cap Quality Value 0.4 61 7 9.7 +6.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.4 10 58 5.7 +2.1
RSP Invesco S&P 500 Equal Weight ETF 0.4 20 48 6.3 +2.6
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 62 7.3 +3.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 29 5.8 +2.1
TMFM Motley Fool Mid-Cap Growth ETF 0.4 85 -17 4.4 +0.7
TMFG Motley Fool Global Opportunities ETF 0.4 85 -17 4.2 +0.5
JHML John Hancock Multifactor Large Cap ETF 0.4 29 39 6.3 +2.6
WTV WisdomTree US Value Fund 0.4 12 56 9.0 +5.4
GLCN VanEck China Growth Leaders ETF 0.4 60 8 8.1 +4.5
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 0.4 20 48 6.6 +3.0
ILCB iShares Morningstar U.S. Equity ETF 0.4 3 65 5.9 +2.3
IXN iShares Global Tech ETF 0.3 43 25 5.3 +1.6
ETHO Etho Climate Leadership U.S. ETF 0.3 48 20 4.6 +1.0
IVLU iShares Edge MSCI Intl Value Factor ETF 0.3 30 38 10.0 +6.3
IEUS iShares MSCI Europe Small-Cap ETF 0.3 40 28 5.0 +1.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.3 30 38 9.4 +5.8
VT Vanguard Total World Stock ETF 0.3 8 60 6.2 +2.6
XLK Technology Select Sector SPDR Fund 0.3 10 58 6.0 +2.3
DFUS Dimensional U.S. Equity ETF 0.3 11 57 6.0 +2.3
SSLY Syntax Stratified SmallCap ETF 0.3 40 28 7.3 +3.6
SCHX Schwab U.S. Large-Cap ETF 0.3 3 65 5.9 +2.3
TPLC Timothy Plan US Large Cap Core ETF 0.3 52 16 5.9 +2.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -27 2.4 -1.3
EMGF iShares MSCI Emerging Markets Multifactor ETF 0.3 45 23 11.6 +7.9
VWID Virtus WMC International Dividend ETF 0.3 49 19 8.9 +5.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 59 6.1 +2.4
DIHP Dimensional International High Profitability ETF 0.3 29 39 6.8 +3.1
FDEV Fidelity Targeted International Factor ETF 0.3 39 29 6.7 +3.1
DFAU Dimensional US Core Equity Market ETF 0.3 12 56 6.2 +2.6
GXC SPDR S&P China ETF 0.3 59 9 9.8 +6.1
DWAS Invesco DWA SmallCap Momentum ETF 0.3 60 8 4.5 +0.8
IGRO iShares International Dividend Growth ETF 0.3 15 53 7.6 +3.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.3 12 56 5.8 +2.1
IJT iShares S&P Small-Cap 600 Growth ETF 0.3 18 50 7.9 +4.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.3 16 52 8.0 +4.3
SLYG SPDR S&P 600 Small Cap Growth ETF 0.3 15 53 7.9 +4.2
QUS SPDR MSCI USA StrategicFactors ETF 0.3 15 53 6.4 +2.8
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 0.3 75 -7 7.2 +3.5
ESIX SPDR S&P SmallCap 600 ESG ETF 0.3 12 56 7.9 +4.2
AFLG First Trust Active Factor Large Cap ETF 0.3 55 13 7.1 +3.5
PBUS Invesco PureBeta MSCI USA ETF 0.3 4 64 6.0 +2.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.3 50 18 5.6 +2.0
VV Vanguard Large-Cap Index Fund 0.3 4 64 5.9 +2.2
KLDW Gavekal Knowledge Leaders Developed World ETF 0.3 75 -7 0.0 -3.7
RAFE PIMCO RAFI ESG U.S. ETF 0.3 30 38 8.3 +4.6
TMFC Motley Fool 100 Index ETF 0.3 50 18 4.7 +1.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 29 7.4 +3.8
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 0.3 40 28 8.4 +4.7
CQQQ Invesco China Technology ETF 0.3 70 -2 -3.6 -7.3
DFAC Dimensional U.S. Core Equity 2 ETF 0.3 19 49 6.7 +3.0
FLAU Franklin FTSE Australia ETF 0.3 9 59 5.7 +2.0
MCHI iShares MSCI China ETF 0.3 59 9 9.5 +5.8
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.3 15 53 7.8 +4.2
AVUS Avantis U.S. Equity ETF 0.3 15 53 6.9 +3.2
IWN iShares Russell 2000 Value ETF 0.3 24 44 2.2 -1.5
IWS iShares Russell Mid-Cap Value ETF 0.3 23 45 6.7 +3.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.3 80 -12 6.5 +2.9
KOKU Xtrackers MSCI Kokusai Equity ETF 0.3 9 59 6.0 +2.4
GWX SPDR S&P International Small Cap ETF 0.3 40 28 4.2 +0.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.3 18 50 7.5 +3.8
ADRE Invesco BLDRS Emerging Markets 50 ADR Index Fund 0.3 30 38 7.3 +3.7
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.3 28 40 6.9 +3.2
IFGL iShares International Developed Real Estate ETF 0.3 48 20 6.3 +2.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.3 2 66 6.0 +2.3
VDNI V-Shares US Leadership Diversity ETF 0.3 29 39 6.2 +2.5
TOK iShares MSCI Kokusai ETF 0.3 25 43 5.9 +2.2
VTWV Vanguard Russell 2000 Value Index Fund 0.3 15 53 2.6 -1.1
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 38 6.2 +2.5
VOTE Engine No. 1 Transform 500 ETF 0.3 5 63 5.9 +2.3
DFIC Dimensional International Core Equity 2 ETF 0.3 23 45 6.6 +2.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.3 14 54 6.0 +2.3
XPND First Trust Expanded Technology ETF 0.3 65 3 5.7 +2.1
URTH iShares MSCI World ETF 0.2 24 44 5.9 +2.3
EFG iShares MSCI EAFE Growth ETF 0.2 40 28 4.4 +0.7
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.2 80 -12 5.7 +2.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.2 29 39 7.1 +3.4
IQSU IQ Candriam ESG US Equity ETF 0.2 9 59 5.9 +2.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.2 47 21 5.6 +2.0
ACWI iShares MSCI ACWI ETF 0.2 32 36 6.1 +2.4
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.2 32 36 6.1 +2.4
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.2 58 10 7.5 +3.8
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.2 25 43 7.2 +3.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 61 5.9 +2.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 48 5.9 +2.2
SCJ iShares MSCI Japan Small-Cap ETF 0.2 51 17 6.4 +2.7
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.2 40 28 7.3 +3.7
DIM WisdomTree International MidCap Dividend Fund 0.2 58 10 7.5 +3.9
RESP WisdomTree US ESG Fund of Benef Interest 0.2 28 40 7.3 +3.7
VLUE iShares MSCI USA Value Factor ETF 0.2 15 53 11.6 +7.9
QYLD Global X NASDAQ 100 Covered Call ETF 0.2 60 8 5.4 +1.7
WPS iShares International Developed Property ETF 0.2 48 20 6.4 +2.7
QRMI Global X NASDAQ 100 Risk Managed Income ETF 0.2 60 8 5.1 +1.4
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 48 5.9 +2.2
QQQM Invesco NASDAQ 100 ETF 0.2 15 53 5.8 +2.1
QQQ Invesco QQQ Trust 0.2 20 48 5.6 +2.0
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 0.2 60 8 5.3 +1.7
NUSI Nationwide Risk-Managed Income ETF 0.2 68 0 4.9 +1.2
DMXF iShares ESG Advanced MSCI EAFE ETF 0.2 12 56 6.4 +2.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.2 20 48 6.2 +2.5
DUHP Dimensional US High Profitability ETF 0.2 22 46 8.0 +4.3
JMIN JPMorgan U.S. Minimum Volatility ETF 0.2 12 56 5.9 +2.3
BLES Inspire Global Hope Large Cap ETF 0.2 52 16 5.6 +1.9
BFOR Barron's 400 ETF 0.2 70 -2 8.7 +5.0
VFMF Vanguard U.S. Multifactor ETF 0.2 19 49 9.2 +5.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.2 30 38 6.9 +3.2
IPAC iShares Core MSCI Pacific ETF 0.2 9 59 6.6 +2.9
QTR Global X NASDAQ 100 Tail Risk ETF 0.2 60 8 5.2 +1.5
XJR iShares ESG Screened S&P Small-Cap ETF 0.2 12 56 7.4 +3.8
EDUT Global X Education ETF 0.2 50 18 1.4 -2.2
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.2 24 44 7.5 +3.8
DFAT Dimensional U.S. Targeted Value ETF 0.2 34 34 8.3 +4.7
IDEV iShares Core MSCI International Developed Markets ETF 0.2 5 63 6.7 +3.1
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.2 32 36 8.3 +4.6
PQIN PGIM QMA Strategic Alpha International Equity ETF 0.2 29 39 7.6 +3.9
PXUS Principal International Adaptive Multi-Factor ETF 0.2 24 44 7.1 +3.5
QCLR Global X NASDAQ 100 Collar 95-110 ETF 0.2 60 8 5.0 +1.3
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 70 -2 10.0 +6.3
VSGX Vanguard ESG International Stock ETF 0.2 12 56 7.1 +3.4
BKF iShares MSCI BRIC ETF 0.2 70 -2 8.8 +5.1
IJR iShares Core S&P Small Cap ETF 0.2 6 62 7.6 +4.0
SLY SPDR S&P 600 Small Cap ETF 0.2 15 53 7.6 +3.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.2 5 63 7.7 +4.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.2 9 59 6.4 +2.7
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 39 29 9.0 +5.4
VIOO Vanguard S&P Small-Cap 600 ETF 0.2 10 58 7.7 +4.0
VEA Vanguard FTSE Developed Markets ETF 0.2 5 63 6.9 +3.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 30 38 7.1 +3.4
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 20 7.2 +3.5
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.2 25 43 7.1 +3.4
HAUZ Xtrackers International Real Estate ETF 0.2 10 58 7.6 +4.0
ESGU iShares MSCI USA ESG Optimized ETF 0.2 15 53 5.9 +2.2
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 38 7.0 +3.3
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.2 35 33 6.6 +2.9
JPIN JPMorgan Diversified Return International Equity ETF 0.2 37 31 8.1 +4.4
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.2 12 56 9.1 +5.5
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 54 7.5 +3.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 49 6.7 +3.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 39 8.3 +4.6
IEFA iShares Core MSCI EAFE ETF 0.2 7 61 6.7 +3.0
JPN Xtrackers Japan JPX-Nikkei 400 Equity ETF 0.2 9 59 0.0 -3.7
IQSI IQ Candriam ESG International Equity ETF 0.2 15 53 6.7 +3.0
IXUS ishares Core MSCI Total International Stock ETF 0.2 9 59 7.1 +3.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 29 9.2 +5.5
VPL Vanguard FTSE Pacific ETF 0.2 8 60 7.0 +3.4
PDEV Principal International Multi-Factor Core Index ETF 0.2 25 43 0.0 -3.7
CN Xtrackers MSCI All China Equity ETF 0.2 50 18 9.8 +6.1
VTV Vanguard Value Index Fund 0.2 4 64 7.4 +3.7
BUYZ Franklin Disruptive Commerce ETF 0.2 50 18 0.0 -3.7
VXUS Vanguard Total International Stock ETF 0.2 8 60 7.2 +3.5
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 46 22 6.8 +3.1
EPS WisdomTree U.S. Earnings 500 Fund 0.2 8 60 7.4 +3.8
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.2 25 43 7.2 +3.5
EWJ iShares MSCI Japan ETF 0.2 51 17 6.6 +3.0
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 48 6.8 +3.1
DIVB iShares U.S. Dividend & Buyback ETF 0.1 25 43 7.3 +3.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 27 6.9 +3.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 43 6.6 +2.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 32 36 7.1 +3.4
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.1 35 33 6.5 +2.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 49 19 5.3 +1.6
HFXI IQ 50 Percent Hedged FTSE International ETF 0.1 20 48 6.9 +3.3
FTA First Trust Large Cap Value AlphaDEX Fund 0.1 60 8 9.4 +5.7
FLJH Franklin FTSE Japan Hedged ETF 0.1 9 59 7.2 +3.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 4 64 6.6 +2.9
AVRE Avantis Real Estate ETF 0.1 17 51 5.5 +1.8
SCHF Schwab International Equity ETF 0.1 6 62 7.1 +3.5
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 0.1 7 61 7.0 +3.4
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.1 23 45 7.5 +3.9
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.1 35 33 8.2 +4.6
FLJP Franklin FTSE Japan ETF 0.1 9 59 7.1 +3.4
AVDE Avantis International Equity ETF 0.1 23 45 7.5 +3.8
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 64 7.1 +3.5
RWO SPDR Dow Jones Global Real Estate ETF 0.1 50 18 5.3 +1.6
BBJP JPMorgan BetaBuilders Japan ETF 0.1 19 49 6.9 +3.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 43 7.3 +3.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 29 7.2 +3.5
DXGE WisdomTree Germany Hedged Equity Fund 0.1 48 20 8.1 +4.5
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.1 20 48 6.4 +2.8
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.1 86 -18 2.2 -1.5
VFLQ Vanguard U.S. Liquidity Factor ETF 0.1 13 55 1.9 -1.8
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 43 9.2 +5.5
IUS Invesco Strategic US ETF 0.1 19 49 6.9 +3.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 32 6.6 +2.9
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.1 42 26 5.8 +2.2
EEMA iShares MSCI Emerging Markets Asia ETF 0.1 50 18 7.6 +4.0
REET iShares Global REIT ETF 0.1 14 54 5.7 +2.0
DGRO iShares Core Dividend Growth ETF 0.1 8 60 7.4 +3.7
DSI iShares MSCI KLD 400 Social ETF 0.1 25 43 6.0 +2.3
EFA iShares MSCI EAFE ETF 0.1 32 36 6.6 +2.9
BKIE BNY Mellon International Equity ETF 0.1 4 64 6.9 +3.3
IUSV iShares Core S&P U.S. Value ETF 0.1 4 64 6.8 +3.2
SPTM SPDR Portfolio Total Stock Market ETF 0.1 3 65 6.2 +2.5
DTD WisdomTree U.S.Total Dividend Fund 0.1 28 40 7.0 +3.3
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 53 7.2 +3.5
RECS Columbia Research Enhanced Core ETF 0.1 15 53 7.0 +3.4
VLU SPDR S&P 1500 Value Tilt ETF 0.1 12 56 7.9 +4.2
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.1 20 48 6.7 +3.0
IWD iShares Russell 1000 Value ETF 0.1 19 49 7.0 +3.3
RDMX SPDR Bloomberg SASB Developed Markets EX US ESG Select ETF 0.1 12 56 7.2 +3.5
VONV Vanguard Russell 1000 Value Index Fund 0.1 8 60 7.1 +3.4
IUSG iShares Core S&P US Growth ETF 0.1 4 64 5.8 +2.1
VYM Vanguard High Dividend Yield Index ETF 0.1 6 62 7.6 +4.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 31 37 8.2 +4.5
SXQG 6 Meridian Quality Growth ETF 0.1 100 -32 5.3 +1.6
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 0.1 127 -59 4.1 +0.5
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 53 8.4 +4.8
FFR First Trust FTSE EPRA/NAREIT Developed Markets Real Estate 0.1 60 8 5.6 +1.9
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.1 20 48 5.3 +1.6
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 2 7.3 +3.6
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 29 7.2 +3.6
SPXV ProShares S&P 500 Ex-Health Care ETF 0.1 27 41 5.7 +2.0
KALL KraneShares MSCI All China Index ETF 0.1 49 19 10.2 +6.6
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 52 8.4 +4.7
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 70 -2 7.2 +3.5
SPYV SPDR Portfolio S&P 500 Value ETF 0.1 4 64 6.8 +3.1
VOOV Vanguard S&P 500 Value ETF 0.1 10 58 6.7 +3.0
IVE iShares S&P 500 Value ETF 0.1 18 50 6.6 +2.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 28 7.7 +4.0
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 27 41 5.7 +2.0
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 0.1 45 23 6.8 +3.1
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 8 60 7.3 +3.6
JHMD John Hancock Multifactor Developed International ETF 0.1 39 29 7.0 +3.3
ESGD iShares MSCI EAFE ESG Optimized ETF 0.1 20 48 6.6 +2.9
XVV iShares ESG Screened S&P 500 ETF 0.1 8 60 6.1 +2.4
XTR Global X S&P 500 Tail Risk ETF 0.1 60 8 5.7 +2.0
EEM iShares MSCI Emerging Markets ETF 0.1 70 -2 7.8 +4.2
GBLO Global Beta Low Beta ETF 0.1 29 39 7.6 +3.9
SQEW LeaderShares Equity Skew ETF 0.1 75 -7 6.3 +2.6
XCLR Global X S&P 500 Collar 95-110 ETF 0.1 60 8 5.5 +1.8
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 19 7.6 +3.9
IJS iShares S&P Small-cap 600 Value ETF 0.1 18 50 7.5 +3.9
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 27 41 6.0 +2.3
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 39 5.7 +2.1
XYLG Global X S&P 500 Covered Call & Growth ETF 0.1 60 8 5.6 +1.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.1 15 53 7.6 +3.9
HKND Humankind US Stock ETF 0.1 11 57 6.8 +3.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.1 15 53 6.1 +2.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.1 20 48 6.0 +2.3
SLYV SPDR S&P 600 Small Cap Value ETF 0.1 15 53 7.6 +3.9
PBP Invesco S&P 500 BuyWrite ETF 0.1 49 19 5.7 +2.0
IEMG iShares Core MSCI Emerging Markets ETF 0.1 11 57 8.3 +4.7
XRMI Global X S&P 500 Risk Managed Income ETF 0.1 60 8 5.5 +1.9
IVV iShares Core S&P 500 ETF 0.1 3 65 6.1 +2.4
VOO VANGUARD S&P 500 ETF 0.1 3 65 6.1 +2.4
SPLG SPDR Portfolio S&P 500 ETF 0.1 3 65 6.1 +2.4
SPY SPDR S&P 500 ETF Trust 0.1 9 59 6.0 +2.3
ILCV iShares Morningstar Value ETF 0.1 4 64 7.2 +3.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.1 64 4 7.5 +3.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.1 52 16 5.7 +2.0
ACVF American Conservative Values ETF 0.1 75 -7 5.2 +1.5
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 43 8.5 +4.8
SPEM SPDR Portfolio Emerging Markets ETF 0.1 11 57 8.5 +4.8
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 32 7.6 +3.9
RNDM First Trust Developed International Equity Select ETF 0.1 65 3 6.3 +2.6
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 58 6.0 +2.3
VALQ American Century STOXX U.S. Quality Value ETF 0.1 29 39 9.1 +5.4
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 40 6.8 +3.1
REMG SPDR Bloomberg SASB Emerging Markets ESG Select ETF 0.1 16 52 8.7 +5.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 58 6.0 +2.4
QEFA SPDR MSCI EAFE Quality Mix ETF 0.1 30 38 6.4 +2.8
ESG FlexShares STOXX US ESG Impact Index Fund 0.1 32 36 5.9 +2.2
SPYG SPDR Portfolio S&P 500 Growth ETF 0.1 4 64 5.8 +2.1
VOOG Vanguard S&P 500 Growth ETF 0.1 10 58 5.7 +2.0
IVW iShares S&P 500 Growth ETF 0.1 18 50 5.6 +2.0
DFAI Dimensional International Core Equity Market ETF 0.1 18 50 6.5 +2.9
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 41 7.5 +3.8
QLC FlexShares US Quality Large Cap Index Fund 0.1 32 36 6.7 +3.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 23 7.8 +4.1
IDHQ Invesco S&P International Developed Quality ETF 0.1 29 39 6.6 +2.9
IQLT iShares Edge MSCI Intl Quality Factor ETF 0.1 30 38 6.2 +2.5
WKLY SoFi Weekly Dividend ETF 0.1 49 19 7.4 +3.7
RWL Invesco S&P 500 Revenue ETF 0.1 39 29 6.9 +3.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 43 8.3 +4.6
REVS Columbia Research Enhanced Value ETF 0.1 19 49 8.2 +4.5
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 71 -3 6.9 +3.2
BKLC BNY Mellon US Large Cap Core Equity ETF 0.1 0 68 6.0 +2.3
DWM WisdomTree International Equity Fund 0.1 48 20 7.6 +3.9
XTL SPDR S&P Telecom ETF 0.1 35 33 5.6 +1.9
XVOL Acruence Active Hedge U.S. Equity ETF 0.1 83 -15 5.3 +1.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.1 12 56 5.6 +1.9
IEUR iShares Core MSCI Europe ETF 0.0 9 59 6.7 +3.0
HEDJ WisdomTree Europe Hedged Equity Fund 0.0 58 10 6.6 +2.9
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 57 6.3 +2.7
VWO Vanguard FTSE Emerging Markets ETF 0.0 10 58 8.1 +4.5
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.0 35 33 6.4 +2.7
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 36 6.7 +3.0
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.0 30 38 8.1 +4.4
SPEU SPDR Portfolio Europe ETF 0.0 9 59 6.6 +2.9
VGK Vanguard FTSE Europe ETF 0.0 8 60 6.8 +3.1
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 33 8.7 +5.0
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 0.0 17 51 6.2 +2.6
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 49 7.6 +3.9
BBEU JPMorgan BetaBuilders Europe ETF 0.0 9 59 6.9 +3.3
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 47 21 6.5 +2.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.0 75 -7 5.6 +2.0
ISEM Invesco RAFI Strategic Emerging Markets ETF 0.0 35 33 11.9 +8.2
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 0.0 15 53 5.9 +2.2
DFEV Dimensional Emerging Markets Value ETF 0.0 43 25 12.9 +9.3
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.0 14 54 6.2 +2.5
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 9 10.3 +6.6
FLEH Franklin FTSE Europe Hedged ETF 0.0 9 59 7.0 +3.3
FLEE Franklin FTSE Europe ETF 0.0 9 59 6.9 +3.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.0 46 22 6.6 +2.9
IWX iShares Russell Top 200 Value ETF 0.0 20 48 7.1 +3.4
GSPY Gotham Enhanced 500 ETF 0.0 50 18 6.3 +2.6
HLAL Wahed FTSE USA Shariah ETF 0.0 50 18 5.4 +1.7
DISV Dimensional International Small Cap Value ETF 0.0 42 26 9.3 +5.6
FLCH Franklin FTSE China ETF 0.0 19 49 9.7 +6.0
IWL iShares Russell Top 200 ETF 0.0 15 53 5.9 +2.2
AVES Avantis Emerging Markets Value ETF 0.0 36 32 13.2 +9.5
AVEM Avantis Emerging Markets Equity ETF 0.0 33 35 9.9 +6.3
SCHE Schwab Emerging Markets Equity ETF 0.0 11 57 8.2 +4.5
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.0 58 10 6.4 +2.7
PBEE Invesco PureBeta FTSE Emerging Markets ETF 0.0 16 52 7.9 +4.3
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 3 7.9 +4.2
IQDG WisdomTree International Quality Dividend Growth Fund 0.0 42 26 6.5 +2.8
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 38 9.2 +5.5

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Wedbush ETFMG Global Cloud Technology 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 10.9 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 68 bp
Equals: ALTAR Score 3.7 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.40 CATEGORY
AVERAGE
1.44
 
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.