Wedbush ETFMG Global Cloud Technology ETF
ALTAR
Score™		 3.9% info Recommen-
dation		 NEUTRAL
2022E    2023E
P/E
ratio		 33.4x 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) $23
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 65
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
ETFMG SIT ULTRA SHORT ETF 11.1 %
OPEN TEXT CORP 4.8 %
NICE SYSTEMS LTD 4.4 %
SUMISHO COMPUTER SYSTEMS 4.2 %
ITOCHU TECHNO-SOLUTIONS CORP 4.2 %
ELASTIC NV 4.1 %
GDS HOLDINGS LTD. SPONSORED ADR CL 4.0 %
MONGODB, INC. CLASS A 3.4 %
SINCH AB 3.2 %
NETAPP INC 2.8 %
Total 46.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 47.5 %
JAPAN 12.1 %
CHINA 11.1 %
CANADA 4.8 %
ISRAEL 4.4 %
AUSTRALIA 3.4 %
SWEDEN 3.2 %
BRITAIN 3.0 %
SINGAPORE 2.8 %
GERMANY 1.9 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-38.9% -39.0% -3.6% -- 2.3%

Market Correlations
versus... Beta R-squared
S&P500 1.05 58%
MSCI EAFE 1.06 57%
MSCI Emg. Mkts. 0.98 52%

Technical Indicators
Recent close $32.27
30d moving avg. $30.28
Annualized volatility 29.4%
Short interest (ETF) 8.1%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 5
Turnover 0.7%
Bid/Ask (% of price) 1.04%
ADV underlying (mns) $4,223

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 634 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™: 3.9%


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 27.5 39 29 4.7 +0.8
SKYY First Trust Cloud Computing ETF 19.8 60 8 3.9 0.0
WCLD WisdomTree Cloud Computing Fund 18.8 45 23 -2.7 -6.6
DAT ProShares Big Data Refiners ETF 16.1 58 10 0.6 -3.3
IDAT iShares Cloud 5G and Tech ETF 13.0 47 21 6.0 +2.1
XSW SPDR S&P Software & Services ETF 12.5 35 33 3.5 -0.4
WCBR WisdomTree Cybersecurity Fund 12.1 45 23 1.1 -2.8
FDN First Trust Dow Jones Internet Index Fund 12.0 51 17 3.2 -0.7
CLOU Global X Cloud Computing ETF 11.1 68 0 1.9 -2.0
XITK SPDR FactSet Innovative Technology ETF 11.1 45 23 -3.0 -6.9
IWFH iShares Virtual Work and Life Multisector ETF 11.0 47 21 -1.2 -5.1
VPN Global X Data Center REITs & Digital Infrastructure ETF 10.8 50 18 6.1 +2.2
LRNZ TrueMark Technology, AI & Deep Learning ETF 10.7 68 0 -0.7 -4.6
XDAT Franklin Exponential Data ETF 10.4 50 18 4.0 +0.1
WFH Direxion Work From Home ETF 10.2 45 23 0.0 -3.9
OGIG O'Shares Global Internet Giants ETF 10.1 48 20 0.4 -3.5
XWEB SPDR S&P Internet ETF 7.8 35 33 -4.2 -8.1
WUGI AXS Esoterica NextG Economy ETF 7.7 75 -7 2.8 -1.1
INNO Harbor Disruptive Innovation ETF 7.6 75 -7 -3.6 -7.5
FXL First Trust Technology AlphaDEX Fund 7.0 61 7 7.9 +4.0
XT iShares Exponential Technologies ETF 6.8 46 22 4.1 +0.2
HACK ETFMG Prime Cyber Security ETF 6.5 60 8 4.6 +0.7
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 6.1 47 21 -0.2 -4.1
JFWD Jacob Forward ETF 6.0 75 -7 -12.5 -16.4
HAPY Harbor Corporate Culture Leaders ETF 5.8 36 32 2.8 -1.1
BTEK BlackRock Future Tech ETF 5.4 88 -20 0.7 -3.2
SPRX Spear Alpha ETF 5.3 75 -7 2.1 -1.8
TMFX Motley Fool Next Index ETF 5.1 50 18 3.7 -0.2
IGV iShares Expanded Tech-Software ETF 5.0 40 28 4.3 +0.4
TRFM AAM Transformers ETF 5.0 49 19 2.5 -1.4
CIBR First Trust NASDAQ CEA Cybersecurity ETF 4.9 60 8 4.6 +0.7
GURU Global X Guru Index ETF 4.8 75 -7 3.8 -0.1
KNGS UPHOLDINGS Compound Kings ETF 4.8 60 8 5.0 +1.1
IHAK iShares Cybersecurity & Tech ETF 4.6 47 21 4.3 +0.4
EIS iShares MSCI Israel ETF 4.4 57 11 10.2 +6.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.2 20 48 5.2 +1.3
MRND IQ U.S. Mid Cap R&D Leaders ETF 4.2 16 52 2.2 -1.7
BYTE Roundhill IO Digital Infrastructure ETF 4.2 76 -8 4.5 +0.6
PTF Invesco DWA Technology Momentum ETF 4.0 60 8 3.7 -0.1
FMET Fidelity Metaverse ETF 3.9 39 29 5.7 +1.8
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 3.9 69 -1 7.4 +3.5
ISCG iShares Morningstar Small-Cap Growth ETF 3.9 6 62 1.3 -2.6
FITE SPDR Kensho Future Security ETF 3.8 45 23 3.8 -0.1
VBK Vanguard Small-Cap Growth Index Fund 3.8 7 61 1.4 -2.5
BOSS Global X Founder-Run Companies ETF 3.6 45 23 2.7 -1.2
FYC First Trust Small Cap Growth AlphaDEX Fund 3.6 70 -2 1.9 -2.0
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 3.4 108 -40 4.2 +0.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.4 15 53 4.2 +0.3
QTUM Defiance Quantum ETF 3.3 40 28 4.7 +0.8
PLAT WisdomTree Modern Tech Platforms Fund 3.2 20 48 -0.1 -4.0
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.2 65 3 5.2 +1.3
QQQN VictoryShares Nasdaq Next 50 ETF 3.2 18 50 6.5 +2.6
HLGE Hartford Longevity Economy ETF 3.1 44 24 8.2 +4.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 3.1 45 23 2.2 -1.7
FPX First Trust US IPO Index Fund 3.0 57 11 1.8 -2.1
IWP iShares Russell Mid-Cap Growth ETF 3.0 23 45 4.7 +0.8
BKSE BNY Mellon US Small Cap Core Equity ETF 2.8 4 64 5.6 +1.7
EFAD ProShares MSCI EAFE Dividend Growers ETF 2.7 51 17 5.7 +1.8
MVPS Amplify Thematic All-Stars ETF 2.7 49 19 2.4 -1.5
BWEB Bitwise Web3 ETF 2.7 85 -17 1.7 -2.2
NFTZ Defiance Digital Revolution ETF 2.7 65 3 -24.8 -28.7
MOON Direxion Moonshot Innovators ETF 2.6 65 3 0.0 -3.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.6 75 -7 4.0 +0.1
TTAC TrimTabs US Free Cash Flow Quality ETF 2.6 59 9 7.3 +3.4
KGRN KraneShares MSCI China Clean Technology Index ETF 2.5 78 -10 8.6 +4.7
PNQI Invesco NASDAQ Internet ETF 2.5 60 8 3.2 -0.7
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.5 56 12 6.8 +2.9
AIQ Global X Future Analytics Tech ETF 2.4 68 0 5.2 +1.3
BFTR Future Innovators ETF 2.4 80 -12 1.9 -2.0
PID Invesco International Dividend Achievers ETF 2.4 56 12 8.3 +4.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.3 60 8 8.3 +4.4
TECB iShares US Tech Breakthrough Multisector ETF 2.3 40 28 5.9 +2.0
IWO iShares Russell 2000 Growth ETF 2.3 23 45 1.9 -2.0
IVSG Invesco Select Growth ETF 2.3 48 20 4.2 +0.3
VTWG Vanguard Russell 2000 Growth Index Fund 2.3 15 53 2.0 -1.9
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 2.3 17 51 5.3 +1.4
ISCB iShares Morningstar Small-Cap ETF 2.3 4 64 4.7 +0.8
VXF Vanguard Extended Market Index Fund 2.3 6 62 3.7 -0.2
TDV ProShares S&P Technology Dividend Aristocrats ETF 2.3 46 22 7.1 +3.2
BUG Global X Cybersecurity ETF 2.3 50 18 1.9 -2.0
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 2.3 60 8 5.8 +1.9
ROOF IQ US Real Estate Small Cap ETF 2.3 60 8 4.8 +0.9
SRET Global X SuperDividend REIT ETF 2.3 58 10 2.3 -1.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.2 7 61 5.7 +1.8
PGJ Invesco Golden Dragon China ETF 2.2 70 -2 2.0 -1.9
AOTG AOT Growth and Innovation ETF 2.1 75 -7 3.3 -0.6
ECNS iShares MSCI China Small-Cap ETF 2.1 57 11 8.9 +5.0
BYOB SoFi Be Your Own Boss ETF 2.1 59 9 -5.2 -9.1
RYJ Invesco Raymond James SB-1 Equity ETF 2.0 81 -13 3.6 -0.3
JSTC Adasina Social Justice All Cap Global ETF 2.0 89 -21 6.2 +2.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.0 70 -2 2.5 -1.4
DTEC ALPS Disruptive Technologies ETF 2.0 50 18 4.1 +0.2
VOT Vanguard Mid-Cap Growth Index Fund 2.0 7 61 4.6 +0.7
CHIK Global X MSCI China Information Technology ETF 1.9 65 3 5.7 +1.8
PBSM Invesco PureBeta MSCI USA Small Cap ETF 1.9 6 62 5.4 +1.5
PUNK Subversive Metaverse ETF 1.9 75 -7 2.7 -1.2
SCHA Schwab U.S. Small-Cap ETF 1.9 4 64 5.1 +1.2
FDG American Century Focused Dynamic Growth ETF 1.9 45 23 3.2 -0.7
ARKW ARK Web x.0 ETF 1.9 83 -15 -4.3 -8.2
FTEC Fidelity MSCI Information Technology Index ETF 1.8 8 60 6.1 +2.2
VB Vanguard Small-Cap ETF 1.8 5 63 5.6 +1.7
ANEW ProShares MSCI Transformational Changes ETF 1.8 45 23 4.9 +1.0
VGT Vanguard Information Technology Index Fund 1.8 10 58 6.1 +2.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.8 9 59 4.4 +0.5
TMFS Motley Fool Small Cap Growth ETF 1.8 85 -17 3.1 -0.8
WTV WisdomTree US Value Fund 1.7 12 56 9.0 +5.1
IMCG iShares Morningstar Mid-Cap Growth ETF 1.7 6 62 4.7 +0.8
IYW iShares U.S. Technology ETF 1.7 39 29 6.3 +2.4
ZGEN Generation Z ETF 1.7 63 5 -6.1 -10.0
ITAN Sparkline Intangible Value ETF 1.6 50 18 7.6 +3.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.6 35 33 7.9 +4.0
AFMC First Trust Active Factor Mid Cap ETF 1.6 65 3 9.0 +5.1
DRW WisdomTree Global ex-US Real Estate Fund 1.6 58 10 3.6 -0.3
IGM iShares Expanded Tech Sector ETF 1.5 40 28 5.8 +1.9
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 1.5 45 23 6.1 +2.2
VFQY Vanguard U.S. Quality Factor ETF 1.5 13 55 8.3 +4.4
PXQ Invesco Dynamic Networking ETF 1.5 63 5 6.1 +2.3
SCHM Schwab U.S. Mid-Cap ETF 1.4 4 64 6.1 +2.2
SMDY Syntax Stratified MidCap ETF 1.4 35 33 7.1 +3.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 63 5 3.6 -0.3
RNDV US Equity Dividend Select ETF 1.4 50 18 9.1 +5.3
FYX First Trust Small Cap Core AlphaDEX Fund 1.4 61 7 8.4 +4.5
IUSS Invesco Strategic US Small Company ETF 1.4 23 45 6.5 +2.6
ISMD Inspire Small/Mid Cap Impact ETF 1.4 48 20 6.3 +2.4
SFYX Sofi Next 500 ETF 1.4 0 68 6.0 +2.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.4 15 53 6.8 +2.9
NUMG Nuveen ESG Mid-Cap Growth ETF 1.4 30 38 2.2 -1.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 29 4.8 +0.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.3 15 53 8.8 +4.9
RYT Invesco S&P 500 Equal Weight Technology ETF 1.3 40 28 7.0 +3.2
QDIV Global X S&P 500 Quality Dividend ETF 1.3 20 48 9.0 +5.1
IWM iShares Russell 2000 ETF 1.3 19 49 3.9 +0.0
SMOT VanEck Morningstar SMID Moat ETF 1.3 49 19 7.8 +3.9
VTWO Vanguard Russell 2000 Index Fund 1.3 10 58 4.0 +0.2
IWR iShares Russell Midcap ETF 1.2 18 50 6.1 +2.2
EQUL IQ Engender Equality ETF 1.2 45 23 7.3 +3.4
QINT American Century Quality Diversified International ETF 1.2 39 29 8.7 +4.8
CSML IQ Chaikin U.S. Small Cap ETF 1.2 35 33 5.7 +1.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.2 95 -27 2.5 -1.4
ROBO Robo Global Robotics & Automation Index ETF 1.2 95 -27 3.1 -0.8
EWGS iShares MSCI Germany Small Cap ETF 1.2 59 9 8.0 +4.1
EWMC Invesco S&P MidCap 400 Equal Weight ETF 1.2 40 28 7.2 +3.3
EQAL Invesco Russell 1000 Equal Weight ETF 1.2 20 48 6.4 +2.6
VO Vanguard Mid-Cap Index Fund 1.2 4 64 6.3 +2.4
WGRO WisdomTree U.S. Growth & Momentum Fund 1.2 55 13 7.5 +3.6
PSJ Invesco Dynamic Software ETF 1.2 56 12 3.3 -0.6
GGRW Gabelli Growth Innovators ETF 1.1 90 -22 3.9 -0.0
IPO Renaissance IPO ETF 1.1 60 8 -24.2 -28.1
DTRE Alerian Disruptive Technology Real Estate ETF 1.1 60 8 5.4 +1.5
VFMV Vanguard U.S. Minimum Volatility ETF 1.1 13 55 6.8 +2.9
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.1 30 38 9.0 +5.2
DEF Invesco Defensive Equity ETF 1.1 55 13 6.3 +2.4
SIZE iShares MSCI USA Size Factor ETF 1.1 15 53 5.9 +2.0
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 1.1 35 33 8.0 +4.1
EDUT Global X Education ETF 1.0 50 18 0.0 -3.9
JHSC John Hancock Multifactor Small Cap ETF 1.0 42 26 6.4 +2.5
WTRE WisdomTree New Economy Real Estate Fund 1.0 58 10 4.3 +0.4
QQQS Invesco NASDAQ Future Gen 200 ETF 1.0 20 48 -6.4 -10.3
DBLV AdvisorShares DoubleLine Value Equity ETF 1.0 91 -23 11.2 +7.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.0 60 8 10.9 +7.0
EUSA iShares MSCI USA Equal Weighted ETF 1.0 9 59 6.2 +2.3
FFTY Innovator IBD 50 ETF 1.0 80 -12 6.4 +2.5
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 1.0 85 -17 1.2 -2.7
JSML Janus Henderson Small Cap Growth Alpha ETF 1.0 30 38 10.1 +6.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.0 49 19 7.8 +3.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 48 7.2 +3.3
JMOM JPMorgan U.S. Momentum Factor ETF 1.0 12 56 6.5 +2.6
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 1.0 50 18 2.7 -1.2
EZM WisdomTree U.S. MidCap Earnings Fund 1.0 38 30 10.0 +6.1
SXQG 6 Meridian Quality Growth ETF 1.0 100 -32 5.6 +1.7
BLES Inspire Global Hope Large Cap ETF 1.0 49 19 6.4 +2.5
IMCB iShares Morningstar Mid-Cap ETF 1.0 4 64 6.4 +2.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 64 6.4 +2.5
AFSM First Trust Active Factor Small Cap ETF 1.0 75 -7 8.5 +4.6
SMMD iShares Russell 2500 ETF 0.9 15 53 5.8 +1.9
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.9 25 43 9.6 +5.7
QGRO American Century STOXX U.S. Quality Growth ETF 0.9 29 39 6.2 +2.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.9 75 -7 9.3 +5.4
SCHC Schwab International Small-Cap Equity ETF 0.9 11 57 5.7 +1.8
BLLD JPMorgan Sustainable Infrastructure ETF 0.9 49 19 4.6 +0.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.9 38 30 7.0 +3.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.9 39 29 9.4 +5.5
NUSC Nuveen ESG Small-Cap ETF 0.9 30 38 5.7 +1.8
USMF WisdomTree U.S. Multifactor Fund 0.9 28 40 8.3 +4.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.9 57 11 5.8 +1.9
PEXL Pacer US Export Leaders ETF 0.9 60 8 6.6 +2.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.9 35 33 5.9 +2.0
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 0.9 75 -7 7.8 +3.9
ROUS Hartford Multifactor US Equity ETF 0.9 19 49 8.1 +4.3
IETC iShares Evolved U.S. Technology ETF 0.9 18 50 5.8 +1.9
KOMP SPDR Kensho New Economies Composite ETF 0.8 20 48 0.7 -3.2
MOTG VanEck Morningstar Global Wide Moat ETF 0.8 52 16 6.8 +2.9
MOTE VanEck Morningstar ESG Moat ETF 0.8 49 19 6.4 +2.5
EWUS iShares MSCI United Kingdom Small Cap ETF 0.8 59 9 6.9 +3.0
TPHD Timothy Plan High Dividend Stock ETF 0.8 52 16 6.8 +2.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.8 52 16 6.8 +3.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.8 30 38 8.9 +5.0
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 0.8 49 19 6.7 +2.8
MOTI VanEck Morningstar International Moat ETF 0.8 57 11 8.7 +4.8
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.8 25 43 6.4 +2.5
KLDW Gavekal Knowledge Leaders Developed World ETF 0.8 75 -7 4.9 +1.0
ROSC Hartford Multifactor Small Cap ETF 0.8 34 34 10.9 +7.0
STLV iShares Factors US Value Style ETF 0.8 25 43 9.7 +5.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.8 9 59 6.5 +2.6
JQUA JPMorgan U.S. Quality Factor ETF 0.8 12 56 6.9 +3.0
KDIV KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 0.8 69 -1 9.3 +5.4
DSTL Distillate US Fundamental Stability & Value ETF 0.8 39 29 7.8 +3.9
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 0.8 30 38 8.2 +4.3
AVSC Avantis U.S Small Cap Equity ETF 0.8 25 43 5.1 +1.2
NULG Nuveen ESG Large-Cap Growth ETF 0.8 25 43 5.1 +1.2
ONEY SPDR Russell 1000 Yield Focus ETF 0.8 20 48 10.1 +6.2
PSC Principal U.S. Small Cap Index ETF 0.8 38 30 8.5 +4.6
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 62 7.9 +4.0
FDWM Fidelity Women's Leadership ETF 0.8 59 9 6.1 +2.2
FPXI First Trust International Equity Opportunities ETF 0.8 70 -2 0.9 -3.0
FINX Global X FinTech Thematic ETF 0.8 68 0 5.1 +1.2
SQLV Legg Mason Small-Cap Quality Value 0.8 61 7 11.1 +7.2
TCHI iShares MSCI China Multisector Tech ETF 0.8 59 9 3.5 -0.4
DFAS Dimensional U.S. Small Cap ETF 0.8 28 40 6.5 +2.6
FTA First Trust Large Cap Value AlphaDEX Fund 0.7 59 9 9.6 +5.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.7 7 61 6.2 +2.3
RFV Invesco S&P Midcap 400 Pure Value ETF 0.7 35 33 9.6 +5.7
CSD Invesco S&P Spin-Off ETF 0.7 65 3 8.2 +4.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.7 65 3 3.0 -0.9
BOTZ Global X Robotics & Artificial Intelligence ETF 0.7 68 0 2.4 -1.5
COWZ Pacer US Cash Cows 100 ETF 0.7 49 19 11.4 +7.5
FIVG Defiance Next Gen Connectivity ETF 0.7 30 38 6.8 +2.9
SNSR Global X Internet of Things Thematic ETF 0.7 68 0 4.4 +0.5
FDMO Fidelity Momentum Factor ETF 0.7 29 39 6.0 +2.1
DWAS Invesco DWA SmallCap Momentum ETF 0.7 60 8 -0.0 -3.9
VFMO Vanguard U.S. Momentum Factor ETF 0.7 13 55 3.0 -0.9
DSTX Distillate International Fundamental Stability & Value ETF 0.7 55 13 7.9 +4.0
MDY SPDR S&P Midcap 400 ETF Trust 0.7 22 46 7.3 +3.4
BOUT Innovator IBD Breakout Opportunities ETF 0.7 80 -12 5.4 +1.5
KWEB KraneShares CSI China Internet ETF 0.7 69 -1 0.2 -3.7
RNLC Large Cap US Equity Select ETF 0.7 60 8 7.2 +3.3
ONEO SPDR Russell 1000 Momentum Focus ETF 0.7 20 48 8.4 +4.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 15 53 8.0 +4.1
IJJ iShares S&P Mid-Cap 400 Value ETF 0.7 18 50 7.8 +3.9
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 10 58 7.5 +3.6
MDYV SPDR S&P 400 Mid Cap Value ETF 0.7 15 53 7.9 +4.0
JHMM John Hancock Multifactor Mid Cap ETF 0.7 41 27 7.3 +3.4
IJH iShares Core S&P Mid-Cap ETF 0.7 5 63 7.5 +3.6
SPMD SPDR Portfolio Mid Cap ETF 0.7 5 63 7.5 +3.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.7 15 53 7.2 +3.3
IJK iShares S&P Mid-Cap 400 Growth ETF 0.7 17 51 7.1 +3.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.7 60 8 9.8 +6.0
VUSE Vident Core US Equity Fund 0.7 50 18 10.4 +6.5
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 0.7 32 36 6.3 +2.4
ARKK ARK Innovation ETF 0.7 75 -7 -6.8 -10.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.7 15 53 7.1 +3.2
CGGR Capital Group Growth ETF 0.6 39 29 4.6 +0.7
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 30 8.5 +4.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 59 9 8.1 +4.2
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.6 21 47 4.5 +0.6
FBCG Fidelity Blue Chip Growth ETF 0.6 59 9 3.0 -0.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.6 50 18 8.1 +4.2
FUNL CornerCap Fundametrics Large-Cap ETF 0.6 50 18 8.3 +4.4
PKW Invesco Buyback Achievers ETF 0.6 64 4 8.5 +4.6
PWC Invesco Dynamic Market ETF 0.6 60 8 7.4 +3.5
ISRA VanEck Israel ETF 0.6 59 9 7.9 +4.0
ITEQ BlueStar Israel Technology ETF 0.6 75 -7 1.1 -2.8
IZRL ARK Israel Innovative Technology ETF 0.6 49 19 0.7 -3.2
RAYD Rayliant Quantitative Developed Market Equity ETF 0.6 80 -12 9.2 +5.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.6 12 56 7.0 +3.1
RESD WisdomTree International ESG Fund 0.6 30 38 7.0 +3.1
YALL God Bless America ETF 0.6 65 3 4.5 +0.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 0.6 60 8 2.9 -1.0
BLOK Amplify Transformational Data Sharing ETF 0.6 71 -3 1.7 -2.2
STCE Schwab Crypto Thematic ETF 0.6 30 38 0.4 -3.5
DAPP VanEck Digital Transformation ETF 0.6 50 18 -0.5 -4.4
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.6 68 0 -0.9 -4.7
BITQ Bitwise Crypto Industry Innovators ETF 0.6 85 -17 -3.4 -7.3
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.6 60 8 -25.2 -29.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.6 49 19 5.3 +1.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.6 20 48 8.0 +4.1
IQDF FlexShares International Quality Dividend Index Fund 0.6 47 21 10.2 +6.3
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.6 35 33 7.8 +3.9
NZRO Strategy Shares Halt Climate Change ETF 0.6 95 -27 1.9 -2.0
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.6 17 51 8.0 +4.2
VONG Vanguard Russell 1000 Growth Index Fund 0.6 8 60 5.9 +2.0
IWF iShares Russell 1000 Growth ETF 0.6 18 50 5.8 +1.9
XJH iShares ESG Screened S&P Mid-Cap ETF 0.6 12 56 7.5 +3.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.6 80 -12 6.6 +2.7
GVLU Gotham 1000 Value ETF 0.5 50 18 10.1 +6.3
FSMD Fidelity Small-Mid Factor ETF 0.5 29 39 8.3 +4.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.5 29 39 5.7 +1.9
IQDE FlexShares International Quality Dividend Defensive Index ET 0.5 47 21 8.7 +4.8
BIBL Inspire ETF 0.5 35 33 5.4 +1.5
SCZ iShares MSCI EAFE Small-Cap ETF 0.5 39 29 5.6 +1.7
EES WisdomTree SmallCap Earnings Fund 0.5 38 30 10.2 +6.3
WWJD Inspire International ESG ETF 0.5 69 -1 6.7 +2.8
ISZE iShares Edge MSCI Intl Size Factor ETF 0.5 30 38 6.4 +2.5
VNMC Natixis Vaughan Nelson Mid Cap ETF 0.5 85 -17 6.9 +3.0
EWC iShares MSCI Canada ETF 0.5 50 18 7.7 +3.8
AFLG First Trust Active Factor Large Cap ETF 0.5 55 13 7.4 +3.5
BBCA JPMorgan BetaBuilders Canada ETF 0.5 19 49 7.8 +3.9
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 0.5 25 43 6.5 +2.6
ESGV Vanguard ESG U.S. Stock ETF 0.5 9 59 6.2 +2.3
DLS WisdomTree International SmallCap Dividend Fund 0.5 58 10 8.3 +4.4
AIEQ AI Powered Equity ETF 0.5 75 -7 -1.8 -5.7
UIVM VictoryShares USAA MSCI International Value Momentum ETF 0.5 35 33 8.9 +5.0
LRGF iShares Edge MSCI Multifactor USA ETF 0.5 8 60 7.2 +3.3
VEGN US Vegan Climate ETF 0.5 60 8 6.0 +2.1
FEX First Trust Large Cap Core AlphaDEX Fund 0.5 59 9 7.4 +3.5
XMHQ Invesco S&P MidCap Quality ETF 0.5 25 43 8.3 +4.4
RWX SPDR Dow Jones International Real Estate ETF 0.5 59 9 5.8 +2.0
DFSV Dimensional US Small Cap Value ETF 0.5 31 37 8.3 +4.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.5 40 28 4.8 +0.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.4 15 53 13.8 +9.9
TPLC Timothy Plan US Large Cap Core ETF 0.4 52 16 6.4 +2.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.4 15 53 7.5 +3.6
VOE Vanguard Mid-Cap Value Index Fund 0.4 7 61 8.0 +4.1
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.4 29 39 7.8 +3.9
VBR Vanguard Small Cap Value Index Fund 0.4 7 61 8.2 +4.3
RESP WisdomTree US ESG Fund of Benef Interest 0.4 28 40 7.5 +3.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 69 -1 10.7 +6.8
FMIL Fidelity New Millennium ETF 0.4 59 9 6.7 +2.8
DFIS Dimensional International Small Cap ETF 0.4 39 29 5.4 +1.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 53 8.1 +4.2
GWX SPDR S&P International Small Cap ETF 0.4 40 28 5.3 +1.4
RFFC RiverFront Dynamic US Flex-Cap ETF 0.4 52 16 6.2 +2.3
VTI Vanguard Total Stock Market Index Fund 0.4 3 65 6.0 +2.1
LRND IQ U.S. Large Cap R&D Leaders ETF 0.4 14 54 7.6 +3.7
TPSC Timothy Plan US Small Cap Core ETF 0.4 52 16 8.3 +4.4
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.4 64 4 7.5 +3.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.4 3 65 6.0 +2.1
IWV iShares Russell 3000 ETF 0.4 20 48 5.9 +2.0
VTHR Vanguard Russell 3000 Index Fund 0.4 10 58 6.0 +2.1
HEET Hartford Schroders ESG US Equity ETF 0.4 39 29 7.4 +3.5
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.4 35 33 8.5 +4.6
ILCG iShares Morningstar Growth ETF 0.4 4 64 5.1 +1.2
USXF iShares ESG Advanced MSCI USA ETF 0.4 10 58 6.2 +2.3
SCHB Schwab U.S. Broad Market ETF 0.4 3 65 6.1 +2.2
JVAL JPMorgan U.S. Value Factor ETF 0.4 12 56 9.2 +5.3
NULC Nuveen ESG Large-Cap ETF 0.4 20 48 6.2 +2.3
IEUS iShares MSCI Europe Small-Cap ETF 0.4 40 28 5.4 +1.5
VIGI Vanguard International Dividend Appreciation ETF 0.4 15 53 6.2 +2.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 29 6.7 +2.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.4 29 39 7.4 +3.5
CQQQ Invesco China Technology ETF 0.4 70 -2 -2.6 -6.4
IGRO iShares International Dividend Growth ETF 0.3 15 53 9.1 +5.2
ERTH Invesco MSCI Sustainable Future ETF 0.3 56 12 3.4 -0.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 53 8.1 +4.2
VUG Vanguard Growth Index Fund 0.3 4 64 5.4 +1.5
SFY SoFi Select 500 ETF 0.3 0 68 6.4 +2.5
IYY iShares Dow Jones U.S. ETF 0.3 20 48 6.1 +2.2
VONE Vanguard Russell 1000 ETF 0.3 8 60 6.2 +2.3
IWB iShares Russell 1000 ETF 0.3 15 53 6.1 +2.3
ETHO Etho Climate Leadership U.S. ETF 0.3 47 21 4.6 +0.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.3 60 8 5.4 +1.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 43 7.3 +3.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 29 7.1 +3.2
PXUS Principal International Adaptive Multi-Factor ETF 0.3 24 44 7.4 +3.5
YPS Arrow Reverse Cap 500 ETF 0.3 29 39 6.4 +2.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.3 10 58 6.6 +2.7
TMFM Motley Fool Mid-Cap Growth ETF 0.3 85 -17 4.5 +0.6
TMFG Motley Fool Global Opportunities ETF 0.3 85 -17 4.3 +0.4
IWS iShares Russell Mid-Cap Value ETF 0.3 23 45 7.0 +3.1
GLCN VanEck China Growth Leaders ETF 0.3 60 8 9.4 +5.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.3 11 57 6.2 +2.3
IFGL iShares International Developed Real Estate ETF 0.3 48 20 6.8 +2.9
DFAT Dimensional U.S. Targeted Value ETF 0.3 29 39 8.5 +4.6
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.3 18 50 7.7 +3.9
WPS iShares International Developed Property ETF 0.3 48 20 6.9 +3.0
VT Vanguard Total World Stock ETF 0.3 7 61 6.7 +2.8
ACWF iShares MSCI Global Multifactor ETF 0.3 35 33 9.4 +5.6
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.3 25 43 8.3 +4.4
DFAU Dimensional US Core Equity Market ETF 0.3 12 56 6.4 +2.5
SCHK Schwab 1000 Index ETF 0.3 5 63 6.2 +2.4
DIM WisdomTree International MidCap Dividend Fund 0.3 58 10 8.6 +4.7
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 0.3 40 28 8.7 +4.8
DFUS Dimensional U.S. Equity ETF 0.3 11 57 6.3 +2.4
GXC SPDR S&P China ETF 0.3 59 9 8.7 +4.8
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 0.3 20 48 7.1 +3.2
CGGO Capital Group Global Growth Equity ETF 0.3 47 21 4.3 +0.4
FDEV Fidelity Targeted International Factor ETF 0.3 39 29 7.1 +3.3
IWC iShares Micro-Cap ETF 0.3 60 8 -5.5 -9.4
DFAC Dimensional U.S. Core Equity 2 ETF 0.3 19 49 6.8 +2.9
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 71 -3 12.0 +8.1
HAUZ Xtrackers International Real Estate ETF 0.3 10 58 8.0 +4.1
SSPY Syntax Stratified LargeCap ETF 0.3 30 38 7.1 +3.2
VLUE iShares MSCI USA Value Factor ETF 0.3 15 53 12.5 +8.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 44 8.4 +4.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.3 18 50 8.3 +4.4
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.3 80 -12 6.0 +2.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.3 55 13 4.4 +0.5
VFMF Vanguard U.S. Multifactor ETF 0.3 18 50 9.4 +5.5
JHML John Hancock Multifactor Large Cap ETF 0.3 29 39 6.6 +2.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.3 20 48 6.1 +2.2
DIVB iShares Core Dividend 0.3 5 63 8.1 +4.2
XPND First Trust Expanded Technology ETF 0.2 65 3 6.6 +2.7
IWN iShares Russell 2000 Value ETF 0.2 23 45 5.8 +1.9
SCHX Schwab U.S. Large-Cap ETF 0.2 3 65 6.3 +2.4
VTWV Vanguard Russell 2000 Value Index Fund 0.2 15 53 5.9 +2.0
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 62 8.1 +4.2
INTF iShares Edge MSCI Multifactor Intl ETF 0.2 15 53 8.1 +4.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 59 6.3 +2.5
EFG iShares MSCI EAFE Growth ETF 0.2 35 33 4.8 +0.9
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 39 9.3 +5.4
SCJ iShares MSCI Japan Small-Cap ETF 0.2 50 18 6.3 +2.4
VDNI V-Shares US Leadership Diversity ETF 0.2 29 39 6.8 +2.9
IQSU IQ Candriam ESG US Equity ETF 0.2 9 59 6.0 +2.1
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.2 12 56 9.7 +5.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.2 50 18 6.5 +2.6
VFVA Vanguard U.S. Value Factor ETF 0.2 13 55 11.7 +7.8
IVLU iShares Edge MSCI Intl Value Factor ETF 0.2 30 38 10.4 +6.6
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 39 29 9.0 +5.2
DMXF iShares ESG Advanced MSCI EAFE ETF 0.2 12 56 6.3 +2.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 44 8.6 +4.7
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.2 35 33 7.0 +3.1
TPIF Timothy Plan International ETF 0.2 62 6 6.7 +2.8
AVUS Avantis U.S. Equity ETF 0.2 15 53 7.0 +3.1
TMFC Motley Fool 100 Index ETF 0.2 50 18 5.2 +1.4
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.2 40 28 7.3 +3.4
SSLY Syntax Stratified SmallCap ETF 0.2 35 33 7.3 +3.4
PSCT Invesco S&P SmallCap Information Technology ETF 0.2 29 39 6.5 +2.6
BFOR Barron's 400 ETF 0.2 65 3 8.9 +5.0
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.2 60 8 5.5 +1.6
IDLB Invesco FTSE International Low Beta Equal Weight ETF 0.2 45 23 7.0 +3.1
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 68 0 6.3 +2.4
IXN iShares Global Tech ETF 0.2 40 28 6.0 +2.1
FLAU Franklin FTSE Australia ETF 0.2 9 59 5.8 +1.9
ILCB iShares Morningstar U.S. Equity ETF 0.2 3 65 6.3 +2.4
ESGN Columbia Sustainable International Equity Income ETF 0.2 45 23 7.8 +3.9
ESGD iShares MSCI EAFE ESG Optimized ETF 0.2 20 48 6.6 +2.7
PBUS Invesco PureBeta MSCI USA ETF 0.2 4 64 6.3 +2.4
VV Vanguard Large-Cap Index Fund 0.2 4 64 6.3 +2.4
SPHQ Invesco S&P 500 Quality ETF 0.2 15 53 6.1 +2.2
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.2 25 43 7.6 +3.7
STRV Strive 500 ETF 0.2 5 63 6.3 +2.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.2 7 61 6.3 +2.4
DFE WisdomTree Europe SmallCap Dividend Fund 0.2 58 10 8.8 +4.9
RECS Columbia Research Enhanced Core ETF 0.2 15 53 7.3 +3.4
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.2 86 -18 1.5 -2.4
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 48 6.6 +2.8
VSGX Vanguard ESG International Stock ETF 0.2 12 56 7.0 +3.1
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 64 6.8 +2.9
IPAC iShares Core MSCI Pacific ETF 0.2 9 59 6.7 +2.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 66 6.3 +2.4
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.2 24 44 8.2 +4.3
TOK iShares MSCI Kokusai ETF 0.2 25 43 6.5 +2.6
URTH iShares MSCI World ETF 0.2 24 44 6.6 +2.7
KOKU Xtrackers MSCI Kokusai Equity ETF 0.2 9 59 6.6 +2.8
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 20 8.0 +4.1
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 48 6.7 +2.8
ISEM Invesco RAFI Strategic Emerging Markets ETF 0.2 35 33 11.6 +7.7
ACWI iShares MSCI ACWI ETF 0.2 32 36 6.6 +2.7
DWMF WisdomTree International Multifactor Fund 0.2 38 30 9.2 +5.4
VEA Vanguard FTSE Developed Markets ETF 0.2 5 63 7.1 +3.2
EMGF iShares MSCI Emerging Markets Multifactor ETF 0.2 45 23 11.4 +7.5
QQQM Invesco NASDAQ 100 ETF 0.2 15 53 6.5 +2.6
QQQ Invesco QQQ Trust 0.2 20 48 6.1 +2.2
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 39 8.8 +4.9
JPIN JPMorgan Diversified Return International Equity ETF 0.2 37 31 8.7 +4.8
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.2 20 48 5.7 +1.8
VOTE Engine No. 1 Transform 500 ETF 0.2 5 63 6.3 +2.4
IEFA iShares Core MSCI EAFE ETF 0.2 7 61 6.7 +2.8
FTC First Trust Large Cap Growth AlphaDEX Fund 0.2 59 9 5.1 +1.2
XLK Technology Select Sector SPDR Fund 0.2 10 58 6.5 +2.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.2 47 21 6.2 +2.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 29 7.8 +3.9
DIHP Dimensional International High Profitability ETF 0.2 29 39 7.7 +3.8
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.2 25 43 7.7 +3.8
DFIC Dimensional International Core Equity 2 ETF 0.2 23 45 7.0 +3.2
VXUS Vanguard Total International Stock ETF 0.2 7 61 7.3 +3.4
VPL Vanguard FTSE Pacific ETF 0.2 8 60 7.2 +3.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 29 8.8 +4.9
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.2 23 45 7.8 +3.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 39 7.7 +3.8
IXUS ishares Core MSCI Total International Stock ETF 0.2 7 61 7.1 +3.2
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.2 28 40 7.3 +3.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.2 9 59 7.0 +3.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 4 64 6.7 +2.8
DISV Dimensional International Small Cap Value ETF 0.1 42 26 9.0 +5.1
IQSI IQ Candriam ESG International Equity ETF 0.1 15 53 6.8 +3.0
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 38 7.2 +3.3
EWJ iShares MSCI Japan ETF 0.1 50 18 7.3 +3.4
CIL VictoryShares International Volatility Weighted Index ETF 0.1 45 23 7.1 +3.2
ESIX SPDR S&P SmallCap 600 ESG ETF 0.1 12 56 8.2 +4.3
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.1 46 22 7.7 +3.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 54 6.4 +2.5
HKND Humankind US Stock ETF 0.1 11 57 7.8 +3.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.1 15 53 7.7 +3.8
RWO SPDR Dow Jones Global Real Estate ETF 0.1 50 18 6.0 +2.1
SLYV SPDR S&P 600 Small Cap Value ETF 0.1 15 53 7.8 +3.9
IJS iShares S&P Small-cap 600 Value ETF 0.1 18 50 7.7 +3.8
FLJH Franklin FTSE Japan Hedged ETF 0.1 9 59 9.7 +5.8
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 0.1 7 61 7.1 +3.2
SUSA iShares MSCI USA ESG Select ETF 0.1 25 43 6.0 +2.1
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 43 9.6 +5.7
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 3 7.1 +3.2
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.1 15 53 8.1 +4.2
FLJP Franklin FTSE Japan ETF 0.1 9 59 7.5 +3.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 48 7.0 +3.1
REET iShares Global REIT ETF 0.1 14 54 6.2 +2.3
IUSV iShares Core S&P U.S. Value ETF 0.1 4 64 7.0 +3.1
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.1 20 48 13.3 +9.4
BBJP JPMorgan BetaBuilders Japan ETF 0.1 19 49 7.5 +3.6
SCHF Schwab International Equity ETF 0.1 6 62 7.4 +3.5
ESGU iShares MSCI USA ESG Optimized ETF 0.1 15 53 6.3 +2.4
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.1 35 33 6.7 +2.8
DSI iShares MSCI KLD 400 Social ETF 0.1 25 43 6.4 +2.5
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 32 36 7.2 +3.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 27 8.1 +4.3
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 35 33 8.0 +4.1
DGRO iShares Core Dividend Growth ETF 0.1 8 60 7.7 +3.8
EFA iShares MSCI EAFE ETF 0.1 32 36 6.7 +2.8
AVDE Avantis International Equity ETF 0.1 23 45 8.0 +4.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 43 7.7 +3.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.1 52 16 6.2 +2.3
MCHI iShares MSCI China ETF 0.1 57 11 9.0 +5.1
EPS WisdomTree U.S. Earnings 500 Fund 0.1 8 60 7.7 +3.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.1 15 53 6.0 +2.1
VONV Vanguard Russell 1000 Value Index Fund 0.1 8 60 7.4 +3.5
IWD iShares Russell 1000 Value ETF 0.1 18 50 7.3 +3.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 48 6.8 +2.9
GSPY Gotham Enhanced 500 ETF 0.1 50 18 7.0 +3.1
VYM Vanguard High Dividend Yield Index ETF 0.1 6 62 8.0 +4.1
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 56 7.3 +3.4
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.1 36 32 8.9 +5.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 31 37 8.5 +4.6
HFXI IQ 50 Percent Hedged FTSE International ETF 0.1 20 48 7.4 +3.5
AVRE Avantis Real Estate ETF 0.1 17 51 6.0 +2.1
VWID Virtus WMC International Dividend ETF 0.1 49 19 9.1 +5.2
USMV iShares Edge MSCI Min Vol USA ETF 0.1 15 53 6.3 +2.4
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 53 6.9 +3.0
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -7 6.7 +2.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.1 5 63 7.7 +3.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 7 61 7.4 +3.5
IJR iShares Core S&P Small Cap ETF 0.1 6 62 7.7 +3.8
SLY SPDR S&P 600 Small Cap ETF 0.1 15 53 7.7 +3.8
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 10 58 7.7 +3.8
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.1 20 48 5.9 +2.0
BKF iShares MSCI BRIC ETF 0.1 70 -2 8.7 +4.8
IUS Invesco Strategic US ETF 0.1 19 49 7.7 +3.8
QUAL iShares MSCI Usa Quality Factor ETF 0.1 15 53 7.4 +3.5
VOOV Vanguard S&P 500 Value ETF 0.1 10 58 6.8 +3.0
AVIV Avantis International Large Cap Value ETF 0.1 25 43 9.6 +5.7
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 53 8.7 +4.8
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 28 8.4 +4.5
SPYV SPDR Portfolio S&P 500 Value ETF 0.1 4 64 6.9 +3.0
IVE iShares S&P 500 Value ETF 0.1 18 50 6.7 +2.9
JHMD John Hancock Multifactor Developed International ETF 0.1 39 29 7.6 +3.7
BKIE BNY Mellon International Equity ETF 0.1 4 64 7.4 +3.5
VLU SPDR S&P 1500 Value Tilt ETF 0.1 12 56 8.2 +4.3
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 34 7.0 +3.1
VTV Vanguard Value Index Fund 0.1 4 64 7.7 +3.9
SPTM SPDR Portfolio Total Stock Market ETF 0.1 3 65 6.5 +2.6
VALQ American Century STOXX U.S. Quality Value ETF 0.1 29 39 10.3 +6.4
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 0.1 45 23 7.4 +3.5
ESG FlexShares STOXX US ESG Impact Index Fund 0.1 32 36 6.2 +2.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 49 19 5.9 +2.0
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 38 7.0 +3.1
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.1 32 36 5.3 +1.4
WKLY SoFi Weekly Dividend ETF 0.1 49 19 8.4 +4.5
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 19 6.9 +3.0
DFAI Dimensional International Core Equity Market ETF 0.1 18 50 6.6 +2.8
VWO Vanguard FTSE Emerging Markets ETF 0.1 8 60 7.9 +4.1
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 29 7.6 +3.7
RDMX SPDR Bloomberg SASB Developed Markets EX US ESG Select ETF 0.1 12 56 7.3 +3.4
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 64 7.5 +3.6
DTD WisdomTree U.S.Total Dividend Fund 0.1 28 40 7.4 +3.5
AVES Avantis Emerging Markets Value ETF 0.1 36 32 14.0 +10.1
AVEM Avantis Emerging Markets Equity ETF 0.1 33 35 9.3 +5.4
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 33 8.3 +4.4
DWM WisdomTree International Equity Fund 0.1 48 20 8.2 +4.3
SPEM SPDR Portfolio Emerging Markets ETF 0.1 11 57 7.7 +3.8
HLAL Wahed FTSE USA Shariah ETF 0.1 50 18 6.0 +2.1
DTH WisdomTree International High Dividend Fund 0.1 58 10 9.7 +5.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 56 6.3 +2.4
CN Xtrackers MSCI All China Equity ETF 0.1 50 18 9.4 +5.5
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 0.1 15 53 6.5 +2.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 43 8.5 +4.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 49 7.3 +3.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 23 7.9 +4.0
DFEV Dimensional Emerging Markets Value ETF 0.1 43 25 12.3 +8.4
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 59 7.9 +4.0
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 32 7.3 +3.4
RNDM First Trust Developed International Equity Select ETF 0.1 65 3 6.3 +2.4
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.1 35 33 7.4 +3.5
QEFA SPDR MSCI EAFE Quality Mix ETF 0.1 30 38 6.8 +2.9
DUHP Dimensional US High Profitability ETF 0.1 22 46 8.3 +4.4
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 38 16.2 +12.3
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 48 7.0 +3.1
QLC FlexShares US Quality Large Cap Index Fund 0.1 25 43 7.2 +3.3
EEMA iShares MSCI Emerging Markets Asia ETF 0.1 50 18 7.2 +3.3
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 0.1 35 33 4.0 +0.1
ILCV iShares Morningstar Value ETF 0.1 4 64 7.6 +3.7
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 27 41 6.2 +2.3
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 57 6.6 +2.7
SPXV ProShares S&P 500 Ex-Health Care ETF 0.0 27 41 5.9 +2.1
SPRE SP Funds S&P Global REIT Sharia ETF 0.0 69 -1 4.3 +0.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.0 15 53 7.8 +3.9
IJT iShares S&P Small-Cap 600 Growth ETF 0.0 18 50 7.8 +3.9
IEUR iShares Core MSCI Europe ETF 0.0 9 59 6.7 +2.8
XVV iShares ESG Screened S&P 500 ETF 0.0 8 60 6.4 +2.5
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.0 19 49 8.2 +4.3
SLYG SPDR S&P 600 Small Cap Growth ETF 0.0 15 53 7.8 +3.9
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 19 7.7 +3.8
IDHQ Invesco S&P International Developed Quality ETF 0.0 29 39 7.1 +3.2
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.0 42 26 6.6 +2.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0 20 48 19.2 +15.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.0 39 29 7.5 +3.6
REVS Columbia Research Enhanced Value ETF 0.0 19 49 9.1 +5.2
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.0 20 48 7.0 +3.1
SPXE ProShares S&P 500 Ex-Energy ETF 0.0 27 41 6.3 +2.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.0 10 58 6.0 +2.1
SPY SPDR S&P 500 ETF Trust 0.0 9 59 6.4 +2.5
VOO VANGUARD S&P 500 ETF 0.0 3 65 6.4 +2.5
IVV iShares Core S&P 500 ETF 0.0 3 65 6.4 +2.5
SPLG SPDR Portfolio S&P 500 ETF 0.0 3 65 6.4 +2.5
CATH Global X S&P 500 Catholic Values Custom ETF 0.0 29 39 6.1 +2.3
RWL Invesco S&P 500 Revenue ETF 0.0 39 29 7.3 +3.4
SPEU SPDR Portfolio Europe ETF 0.0 9 59 6.6 +2.8
VGK Vanguard FTSE Europe ETF 0.0 8 60 6.8 +2.9
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 69 -1 6.8 +2.9
IUSG iShares Core S&P US Growth ETF 0.0 4 64 6.4 +2.5
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 49 7.6 +3.8
EEM iShares MSCI Emerging Markets ETF 0.0 68 0 7.6 +3.7
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 2 7.3 +3.4
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 9 10.0 +6.1
IMTM iShares Edge MSCI Intl Momentum Factor ETF 0.0 30 38 7.5 +3.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.0 12 56 6.5 +2.6
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.0 14 54 6.5 +2.7
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 47 21 6.5 +2.6
ACVF American Conservative Values ETF 0.0 75 -7 5.5 +1.6
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 0.0 17 51 6.7 +2.8
FLCH Franklin FTSE China ETF 0.0 19 49 9.3 +5.4
IQLT iShares Edge MSCI Intl Quality Factor ETF 0.0 30 38 7.2 +3.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.0 10 58 5.9 +2.0
DFUV Dimensional US Marketwide Value ETF 0.0 23 45 8.4 +4.5
SCHE Schwab Emerging Markets Equity ETF 0.0 11 57 7.6 +3.7
DFIV Dimensional International Value ETF 0.0 30 38 9.5 +5.6

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 2.4 x
Less: Expense ratio 68 bp
Equals: ALTAR Score 3.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.40 CATEGORY
AVERAGE		 1.47
 
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.