Invesco Real Assets ESG ETF
ALTAR
Score™
4.5% info Recommen-
dation
NEUTRAL
2021E    2022E
P/E
ratio
19.1x P/Sales
ratio
2.7x
P/BV
ratio
2.3x Div.
yield
2.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
IVRA is an actively managed, non-transparent fund of North American real assets companies screened for both environmental, social, and governance (ESG) and fundamental factors.

FUND BASICS
Category US Equities
Fund Sponsor Invesco
Website www.invesco.com
Inception date Dec 22, 2020
Assets (mns) $2
Currency USD
Expense ratio 59 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 58
Wgt avg mkt cap (mns) $32,095
Large cap (>$10bn) 77.3%
Mid cap ($2-10bn) 17.1%
Small cap (<$2bn) 5.6%
Developed mkts 99.7%
Emerging mkts 0.3%

TOP TEN HOLDINGS
PROLOGIS INC 6.6 %
ENBRIDGE INC 5.5 %
AMERICAN TOWER CORP-CL A 5.5 %
AMERICAN WATER WORKS CO INC 3.5 %
PEMBINA PIPELINE CORP 3.4 %
CONSOLIDATED EDISON INC 3.4 %
UDR INC 3.2 %
ONEOK INC 3.1 %
CHENIERE ENERGY INC 2.9 %
SBA COMMUNICATIONS CORP. CLASS A 2.9 %
Total 40.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 77.3 %
CANADA 22.5 %
MEXICO 0.3 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
11.8% -- -- -- 11.8%

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

Technical Indicators
Recent close $15.10
30d moving avg. $14.42
Annualized volatility 0.0%
Short interest (ETF) 0.0%
Relative strength (RSI) 60

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.8%
Bid/Ask (% of price) 0.60%
ADV underlying (mns) $8,478

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 698 potential alternatives to the Invesco Real Assets ESG ETF ETF based on the alternatives' overlap in portfolio holdings with IVRA. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IVRA Expense: 59 bp ALTAR Score™: 4.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IVRA
Ticker Fund
Name
Overlap1
vs IVRA
(%)
Expense
ratio
(bp)
Savings
vs IVRA
(bp)
ALTAR
Score™
(%)
ALTAR
vs IVRA
(%)
SCHH Schwab U.S. REIT ETF 37.7 7 52 5.0 +0.5
IYR iShares U.S. Real Estate ETF 37.0 42 17 4.9 +0.4
XLRE The Real Estate Select Sector SPDR Fund 36.9 12 47 4.6 +0.2
FREL Fidelity MSCI Real Estate Index ETF 36.9 9 51 5.0 +0.5
ICF iShares Cohen & Steers REIT ETF 36.9 34 25 4.4 -0.1
VNQ Vanguard REIT Index Fund 34.0 12 47 5.1 +0.6
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 33.7 40 19 4.8 +0.4
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 30.5 47 12 4.4 -0.0
PSR Invesco Active U.S. Real Estate Fund 29.8 35 24 4.5 +0.1
USRT iShares Core U.S. REIT ETF 28.9 8 51 5.3 +0.9
PPTY PPTY-U.S. Diversified Real Estate ETF 28.8 49 10 4.7 +0.3
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 28.8 11 48 5.2 +0.7
FRI First Trust S&P REIT Index Fund 28.7 50 9 4.7 +0.3
RWR SPDR Dow Jones REIT ETF 27.5 25 34 5.1 +0.6
GLIF AGFiQ Global Infrastructure ETF 27.2 45 14 4.3 -0.2
GQRE FlexShares Global Quality Real Estate Index Fund 26.5 45 14 5.4 +1.0
REET iShares Global REIT ETF 24.9 14 45 5.2 +0.8
RWO SPDR Dow Jones Global Real Estate ETF 23.3 50 9 4.9 +0.4
ENFR Alerian Energy Infrastructure ETF 23.1 65 -6 3.1 -1.4
USAI Pacer American Energy Independence ETF 22.9 75 -16 3.0 -1.5
FPRO Fidelity Real Estate Investment ETF 22.6 59 0 4.1 -0.4
FFR First Trust FTSE EPRA/NAREIT Developed Markets Real Estate 21.9 60 -1 5.0 +0.6
JRE Janus Henderson U.S. Real Estate ETF 21.8 65 -6 4.2 -0.2
SPRE SP Funds S&P Global REIT Sharia ETF 20.5 69 -10 3.1 -1.3
IGF iShares Global Infrastructure ETF 17.8 46 13 3.8 -0.7
GII SPDR S&P Global Infrastructure ETF 17.6 40 19 4.1 -0.4
TPYP Tortoise North American Pipeline Fund 16.4 40 19 4.6 +0.2
VRAI Virtus Real Asset Income ETF 15.4 55 4 6.6 +2.2
EMLP First Trust North American Energy Infrastructure Fund 14.3 96 -37 4.4 -0.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 12.9 47 12 5.5 +1.0
EINC VanEck Vectors Energy Income ETF 12.5 45 14 3.9 -0.6
VPN Global X Data Center REITs & Digital Infrastructure ETF 12.1 50 9 3.9 -0.5
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 12.1 60 -1 2.9 -1.5
SPYD SPDR S&P 500 High Dividend ETF 12.1 7 52 7.6 +3.2
REZ iShares Residential Real Estate Capped ETF 11.7 48 11 4.3 -0.2
EWC iShares MSCI Canada ETF 11.4 51 8 5.8 +1.4
ZCAN SPDR Solactive Canada ETF 11.3 14 45 0.0 -4.5
NURE Nuveen Short-Term REIT ETF 10.9 35 24 4.1 -0.4
VOE Vanguard Mid-Cap Value Index Fund 10.9 7 52 6.0 +1.6
BBCA JPMorgan BetaBuilders Canada ETF 10.8 19 40 6.1 +1.6
FLCA Franklin FTSE Canada ETF 10.3 9 50 6.5 +2.0
INFR Legg Mason Global Infrastructure ETF 10.3 40 19 5.6 +1.2
GRES IQ Global Resources ETF 9.9 78 -19 5.7 +1.3
IXC iShares Global Energy ETF 9.9 46 13 4.9 +0.4
MLPX Global X MLP & Energy Infrastructure ETF 9.9 45 14 3.4 -1.1
JHME John Hancock Multifactor Energy ETF 9.9 40 19 3.3 -1.2
FTXN First Trust Nasdaq Oil & Gas ETF 9.9 60 -1 1.3 -3.1
ECLN First Trust EIP Carbon Impact ETF 9.8 97 -38 3.3 -1.2
RYU Invesco S&P 500 Equal Weight Utilities ETF 9.8 40 19 6.0 +1.5
PUI Invesco DWA Utilities Momentum ETF 9.6 60 -1 5.2 +0.7
JHMU John Hancock Multifactor Utilities ETF 9.6 40 19 5.6 +1.1
FXN First Trust Energy AlphaDEX Fund 9.5 64 -5 2.7 -1.7
XLU Utilities Select Sector SPDR Fund 8.6 12 47 5.4 +1.0
ONEY SPDR Russell 1000 Yield Focus ETF 8.6 20 39 7.5 +3.1
FDVV Fidelity Core Dividend ETF 8.6 29 30 6.3 +1.8
NUMV Nuveen ESG Mid-Cap Value ETF 8.5 40 19 6.3 +1.9
RVRS Reverse Cap Weighted U.S. Large Cap ETF 8.3 29 30 5.4 +0.9
SPLV Invesco S&P 500 Low Volatility ETF 8.2 25 34 5.5 +1.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 8.2 30 29 7.8 +3.3
IMCV iShares Morningstar Mid-Cap Value ETF 8.2 6 53 6.3 +1.8
NANR SPDR S&P North American Natural Resources ETF 8.2 35 24 4.1 -0.3
INDS Pacer Benchmark Industrial Real Estate SCTR ETF 8.2 60 -1 3.0 -1.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 8.1 46 13 5.9 +1.5
CZA Invesco Zacks Mid-Cap ETF 8.1 69 -10 5.4 +0.9
MAGA Point Bridge GOP Stock Tracker ETF 7.9 72 -13 4.7 +0.2
HOMZ Hoya Capital Housing ETF 7.5 30 29 7.0 +2.5
VPU Vanguard Utilities Index Fund 7.5 10 49 5.5 +1.1
FUTY Fidelity MSCI Utilities Index ETF 7.4 8 51 5.6 +1.1
GNR SPDR S&P Global Natural Resources ETF 7.4 40 19 7.0 +2.5
LGLV SPDR Russell 1000 Low Volatility ETF 7.4 12 47 4.4 -0.0
IDU iShares U.S. Utilities ETF 7.3 43 16 5.0 +0.6
IWS iShares Russell Mid-Cap Value ETF 7.2 24 35 5.6 +1.1
JDIV JPMorgan U.S. Dividend ETF 7.2 12 47 7.1 +2.7
JMIN JPMorgan U.S. Minimum Volatility ETF 7.1 12 47 5.5 +1.0
FXU First Trust Utilities AlphaDEX Fund 7.1 62 -3 5.7 +1.3
PQLC PGIM QMA Strategic Alpha Large-Cap Core ETF 7.1 17 42 6.3 +1.9
IYE iShares U.S. Energy ETF 6.9 42 17 3.3 -1.2
FENY Fidelity MSCI Energy Index ETF 6.7 8 51 3.5 -1.0
VDE Vanguard Energy Index Fund 6.7 10 49 3.5 -1.0
IGE iShares North American Natural Resources ETF 6.5 46 13 3.8 -0.7
BIBL Inspire ETF 6.5 35 24 4.6 +0.1
SPDV AAM S&P 500 High Dividend Value ETF 6.5 29 30 8.4 +4.0
GBLD Invesco MSCI Green Building ETF 6.5 39 20 7.1 +2.7
VO Vanguard Mid-Cap Index Fund 6.5 4 55 4.2 -0.2
RDOG ALPS REIT Dividend Dogs ETF 6.4 35 24 7.1 +2.7
HEWC iShares Currency Hedged MSCI Canada ETF 6.4 54 5 6.0 +1.5
FIVG Defiance Next Gen Connectivity ETF 6.2 30 29 4.7 +0.2
WOOD iShares Global Timber & Forestry ETF 6.1 46 13 8.7 +4.3
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 6.1 45 14 4.8 +0.3
HAP VanEck Vectors Natural Resources ETF 6.1 50 9 6.0 +1.5
JZRO Janus Henderson Net Zero Transition Resources ETF 6.0 60 -1 5.8 +1.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 5.9 35 24 7.1 +2.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 5.9 37 22 7.1 +2.6
ROOF IQ US Real Estate Small Cap ETF 5.8 70 -11 8.3 +3.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 5.8 4 55 4.6 +0.2
NULV Nuveen ESG Large-Cap Value ETF 5.8 35 24 6.1 +1.6
IMCB iShares Morningstar Mid-Cap ETF 5.7 4 55 4.6 +0.1
TPHD Timothy Plan High Dividend Stock ETF 5.7 52 7 5.7 +1.3
LSLT Salt Low truBeta US Market ETF 5.7 60 -1 5.6 +1.2
PEY Invesco High Yield Equity Dividend Achievers ETF 5.7 52 7 7.3 +2.8
KLCD KFA Large Cap Quality Dividend Index ETF 5.6 42 17 5.1 +0.7
JXI iShares Global Utilities ETF 5.6 46 13 5.4 +1.0
EQAL Invesco Russell 1000 Equal Weight ETF 5.6 20 39 5.2 +0.7
CUT Invesco MSCI Global Timber ETF 5.5 61 -2 7.7 +3.3
IFRA iShares U.S. Infrastructure ETF 5.4 40 19 3.6 -0.8
RSP Invesco S&P 500 Equal Weight ETF 5.4 20 39 5.3 +0.9
DTN WisdomTree U.S. Dividend ex-Financials Fund 5.3 38 21 7.2 +2.8
VEGI iShares MSCI Global Agriculture Producers ETF 5.3 39 20 4.5 +0.1
ABEQ Absolute Core Strategy ETF 5.2 88 -29 4.4 -0.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.2 9 50 4.9 +0.5
YPS Arrow Reverse Cap 500 ETF 5.2 29 30 5.4 +1.0
IWR iShares Russell Midcap ETF 5.2 19 40 4.5 +0.0
ESGS Columbia Sustainable U.S. Equity Income ETF 5.2 35 24 7.6 +3.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.1 18 41 6.1 +1.7
AVDR AVDR US LargeCap Leading ETF 5.1 60 -1 4.9 +0.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 5.1 52 7 4.9 +0.4
RYE Invesco S&P 500 Equal Weight Energy ETF 5.0 40 19 3.3 -1.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.0 24 35 5.9 +1.4
DVY iShares Select Dividend ETF 5.0 39 20 7.7 +3.2
SPVM Invesco S&P 500 Value with Momentum ETF 5.0 39 20 7.3 +2.9
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 4.9 75 -16 5.0 +0.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.9 35 24 5.4 +1.0
DEF Invesco Defensive Equity ETF 4.9 53 6 5.6 +1.2
SDOG ALPS Sector Dividend Dogs ETF 4.8 40 19 8.2 +3.7
IEO iShares U.S. Oil & Gas Exploration & Production ETF 4.8 42 17 3.2 -1.2
PXI Invesco DWA Energy Momentum ETF 4.8 60 -1 0.5 -4.0
XLE Energy Select Sector SPDR Fund 4.8 12 47 3.8 -0.6
FTC First Trust Large Cap Growth AlphaDEX Fund 4.8 60 -1 2.7 -1.7
SDY SPDR S&P Dividend ETF 4.7 35 24 6.0 +1.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.7 39 20 9.2 +4.7
BLDG Cambria Global Real Estate ETF 4.6 59 0 6.4 +2.0
FSST Fidelity Sustainability U.S. Equity ETF 4.6 59 0 4.7 +0.3
BLES Inspire Global Hope Large Cap ETF 4.6 52 7 5.2 +0.7
WDIV SPDR Global Dividend ETF 4.6 40 19 8.5 +4.1
AIEQ AI Powered Equity ETF 4.6 80 -21 0.8 -3.6
YLDE ClearBridge Dividend Strategy ESG ETF 4.5 60 -1 4.5 +0.0
FID First Trust S&P International Dividend Aristocrats ETF 4.5 60 -1 8.5 +4.1
NULC Nuveen ESG Large-Cap ETF 4.5 20 39 4.7 +0.2
FVD First Trust Value Line Dividend Index Fund 4.4 70 -11 5.4 +1.0
MXI iShares Global Materials ETF 4.4 45 14 5.9 +1.5
NXTG First Trust Indxx NextG ETF 4.4 70 -11 5.3 +0.9
RYJ Invesco Raymond James SB-1 Equity ETF 4.4 76 -17 3.0 -1.4
SLT Pacer Salt High truBeta US Market ETF 4.4 60 -1 4.5 +0.1
EUSA iShares MSCI USA Equal Weighted ETF 4.4 15 44 4.9 +0.4
SIZE iShares MSCI USA Size Factor ETF 4.4 15 44 4.7 +0.2
QDIV Global X S&P 500 Quality Dividend ETF 4.3 20 39 6.6 +2.1
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 4.3 29 30 6.2 +1.7
VSDA VictoryShares Dividend Accelerator ETF 4.3 35 24 4.7 +0.3
UTES Virtus Reaves Utilities ETF 4.3 49 10 4.6 +0.1
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 4.2 30 29 5.3 +0.9
CLRG IQ Chaikin U.S. Large Cap ETF 4.2 25 34 5.1 +0.7
XDAT Franklin Exponential Data ETF 4.1 50 9 1.4 -3.0
RPV Invesco S&P 500 Pure Value ETF 4.1 35 24 8.5 +4.0
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 4.1 35 24 5.0 +0.5
VOOV Vanguard S&P 500 Value ETF 4.1 10 49 6.1 +1.7
IVE iShares S&P 500 Value ETF 4.1 18 41 6.0 +1.6
SPYV SPDR Portfolio S&P 500 Value ETF 4.0 4 55 6.2 +1.7
FEX First Trust Large Cap Core AlphaDEX Fund 4.0 59 0 5.2 +0.7
LVHD Legg Mason Low Volatility High Dividend ETF 4.0 27 32 6.7 +2.3
IUSV iShares Core S&P U.S. Value ETF 4.0 4 55 6.2 +1.8
USXF iShares ESG Advanced MSCI USA ETF 4.0 10 49 4.9 +0.4
DEW WisdomTree Global High Dividend Fund 3.9 58 1 8.4 +4.0
SPMV Invesco S&P 500 Minimum Variance ETF 3.9 10 49 4.9 +0.4
VFMV Vanguard U.S. Minimum Volatility ETF 3.8 13 46 4.8 +0.3
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 3.8 49 10 5.0 +0.5
COWZ Pacer US Cash Cows 100 ETF 3.8 49 10 8.4 +4.0
IVLC Invesco US Large Cap Core ESG ETF 3.8 48 11 4.3 -0.2
FTRI First Trust Indxx Global Natural Resources Income ETF 3.8 70 -11 12.5 +8.1
QSY WisdomTree U.S. LargeCap Value Fund 3.8 38 21 6.8 +2.3
SPVU Invesco S&P 500 Enhanced Value ETF 3.8 13 46 8.4 +3.9
FTA First Trust Large Cap Value AlphaDEX Fund 3.8 60 -1 7.4 +3.0
FIDI Fidelity International High Dividend ETF 3.7 39 20 8.1 +3.7
GK AdvisorShares Gerber Kawasaki ETF 3.7 81 -22 2.5 -2.0
FTAG First Trust Indxx Global Agriculture ETF 3.7 70 -11 5.6 +1.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.6 20 39 6.1 +1.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.6 70 -11 5.0 +0.5
AQWA Global X Clean Water ETF 3.5 50 9 3.8 -0.7
PIO Invesco Global Water ETF 3.5 75 -16 3.6 -0.8
EBLU Ecofin Global Water ESG Fund 3.5 40 19 3.6 -0.9
CGW Invesco S&P Global Water Index ETF 3.5 57 2 3.3 -1.2
FIW First Trust Water ETF 3.5 54 5 3.1 -1.4
PHO Invesco Water Resources ETF 3.5 60 -1 3.0 -1.4
RTM Invesco S&P 500 Equal Weight Materials ETF 3.5 40 19 5.6 +1.2
MXDU Nationwide Maximum Diversification US Core Equity ETF 3.5 34 25 3.8 -0.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.5 60 -1 7.6 +3.1
JHMM John Hancock Multifactor Mid Cap ETF 3.4 42 17 4.9 +0.5
IMCG iShares Morningstar Mid-Cap Growth ETF 3.4 6 53 3.0 -1.5
SDEI Sound Equity Income ETF 3.4 45 14 9.0 +4.5
RBUS Nationwide Risk-Based U.S. Equity ETF 3.4 30 29 5.1 +0.7
SPXT ProShares S&P 500 Ex-Technology ETF 3.4 27 32 4.8 +0.4
MOO VanEck Vectors Agribusiness ETF 3.3 56 3 4.6 +0.2
DLN WisdomTree U.S. LargeCap Dividend Fund 3.3 28 31 6.2 +1.8
ECOZ TrueMark ESG Active Opportunities ETF 3.3 58 1 3.6 -0.9
FMIL Fidelity New Millennium ETF 3.3 59 0 4.1 -0.3
HKND Humankind US Stock ETF 3.3 209 -150 3.9 -0.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.3 29 30 6.9 +2.4
VEGN US Vegan Climate ETF 3.3 60 -1 4.0 -0.4
FVL First Trust Value Line 100 ETF 3.3 70 -11 0.0 -4.5
ONEO SPDR Russell 1000 Momentum Focus ETF 3.3 20 39 6.4 +2.0
IWD iShares Russell 1000 Value ETF 3.3 19 40 6.0 +1.5
DSI iShares MSCI KLD 400 Social ETF 3.3 25 34 4.6 +0.2
RFFC RiverFront Dynamic US Flex-Cap ETF 3.3 52 7 4.6 +0.1
VONV Vanguard Russell 1000 Value Index Fund 3.2 8 51 6.1 +1.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.2 15 44 6.7 +2.2
ISVL iShares International Developed Small Cap Value Factor ETF 3.2 30 29 7.0 +2.6
MILN Global X Millennial Consumer ETF 3.2 50 9 2.2 -2.3
IJJ iShares S&P Mid-Cap 400 Value ETF 3.2 18 41 6.6 +2.1
MDYV SPDR S&P 400 Mid Cap Value ETF 3.2 15 44 6.6 +2.2
SCHV Schwab U.S. Large-Cap Value ETF 3.2 4 55 6.0 +1.5
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 3.2 17 42 6.3 +1.9
EQRR ProShares Equities for Rising Rates ETF 3.2 35 24 5.8 +1.4
TUSA First Trust Total US Market AlphaDEX ETF 3.2 70 -11 5.6 +1.2
VTV Vanguard Value Index Fund 3.2 4 55 6.5 +2.1
IQSU IQ Candriam ESG US Equity ETF 3.1 9 50 4.6 +0.2
LRGF iShares Edge MSCI Multifactor USA ETF 3.1 20 39 6.6 +2.1
QDYN FlexShares Quality Dividend Dynamic Index Fund 3.1 37 22 5.9 +1.5
FLLV Franklin Liberty U.S. Low Volatility ETF 3.1 29 30 5.0 +0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.1 10 49 4.8 +0.4
SUSL iShares ESG MSCI USA Leaders ETF 3.1 10 49 4.8 +0.4
REVS Columbia Research Enhanced Value ETF 3.1 19 40 6.8 +2.4
QDEF FlexShares Quality Dividend Defensive Index Fund 3.1 37 22 5.9 +1.5
QUAL iShares MSCI Usa Quality Factor ETF 3.1 15 44 4.8 +0.4
SUSA iShares MSCI USA ESG Select ETF 3.0 25 34 4.4 -0.0
PRF Invesco FTSE RAFI US 1000 ETF 3.0 39 20 5.9 +1.5
FDLO Fidelity Low Volatility Factor ETF 3.0 29 30 4.6 +0.1
GURU Global X Guru Index ETF 3.0 75 -16 2.8 -1.7
FVAL Fidelity Value Factor ETF 3.0 29 30 7.1 +2.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 3.0 64 -5 5.4 +0.9
ESGU iShares MSCI USA ESG Optimized ETF 3.0 15 44 4.6 +0.1
JEPI JPMorgan Equity Premium Income ETF 3.0 35 24 4.9 +0.5
PSET Principal Price Setters Index ETF 3.0 15 44 4.9 +0.4
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 3.0 20 39 7.4 +2.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.0 15 44 4.7 +0.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.0 15 44 4.8 +0.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.0 30 29 4.4 -0.0
TMDV ProShares Russell US Dividend Growers ETF 2.9 36 23 5.2 +0.8
IECS iShares Evolved U.S. Consumer Staples ETF 2.9 18 41 5.5 +1.0
FCPI Fidelity Stocks for Inflation ETF 2.9 29 30 7.2 +2.7
DTD WisdomTree U.S.Total Dividend Fund 2.9 28 31 6.3 +1.8
RNDV US Equity Dividend Select ETF 2.9 50 9 7.0 +2.5
ISDX Invesco RAFI Strategic Developed ex-US ETF 2.9 23 36 7.3 +2.8
MOAT VanEck Vectors Morningstar Wide Moat ETF 2.9 47 12 5.8 +1.4
FQAL Fidelity Quality Factor ETF 2.9 29 30 4.7 +0.3
ERTH Invesco MSCI Sustainable Future ETF 2.9 58 1 4.3 -0.2
DHS WisdomTree U.S. High Dividend Fund 2.8 38 21 8.0 +3.6
ALTL Pacer Lunt Large Cap Alternator ETF 2.8 60 -1 5.1 +0.7
AUSF Global X Adaptive U.S. Factor ETF 2.8 27 32 7.6 +3.1
JHML John Hancock Multifactor Large Cap ETF 2.8 29 30 4.9 +0.4
PDP Invesco DWA Momentum ETF 2.8 62 -3 2.6 -1.9
QDF FlexShares Quality Dividend Index Fund 2.8 37 22 6.0 +1.6
SPXV ProShares S&P 500 Ex-Health Care ETF 2.8 27 32 4.3 -0.1
QGRO American Century STOXX U.S. Quality Growth ETF 2.8 29 30 3.5 -1.0
SPHB Invesco S&P 500 High Beta ETF 2.8 25 34 3.3 -1.1
ACTV LeaderShares Activist Leaders ETF 2.7 75 -16 5.0 +0.5
COPX Global X Copper Miners ETF 2.7 65 -6 5.5 +1.0
JHMA John Hancock Multifactor Materials ETF 2.7 40 19 6.6 +2.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.7 63 -4 2.3 -2.1
OLD The Long-Term Care ETF 2.7 30 29 5.4 +0.9
FAB First Trust Multi Cap Value AlphaDEX Fund 2.7 70 -11 7.6 +3.2
ILCV iShares Morningstar Value ETF 2.7 4 55 6.3 +1.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.7 60 -1 4.8 +0.4
IYM iShares U.S. Basic Materials ETF 2.6 43 16 6.8 +2.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.6 60 -1 9.5 +5.1
XVV iShares ESG Screened S&P 500 ETF 2.6 8 51 4.7 +0.2
VOT Vanguard Mid-Cap Growth Index Fund 2.6 7 52 2.7 -1.8
CNRG SPDR S&P Kensho Clean Power ETF 2.6 45 14 1.9 -2.6
DON WisdomTree U.S. MidCap Dividend Fund 2.6 38 21 6.6 +2.2
JVAL JPMorgan U.S. Value Factor ETF 2.6 12 47 7.2 +2.8
IQLT iShares Edge MSCI Intl Quality Factor ETF 2.6 30 29 5.7 +1.2
EFIV SPDR S&P 500 ESG ETF 2.6 10 49 4.7 +0.3
KRMA Global X Conscious Companies ETF 2.6 43 16 5.1 +0.6
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 2.6 20 39 9.1 +4.6
SNPE Xtrackers S&P 500 ESG ETF 2.6 10 49 4.7 +0.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.6 85 -26 2.9 -1.5
RNMC Mid Cap US Equity Select ETF 2.6 60 -1 6.3 +1.9
XLB Materials Select Sector SPDR Fund 2.6 12 47 5.3 +0.9
EGIS 2nd Vote Society Defended ETF 2.6 75 -16 6.1 +1.7
JMOM JPMorgan U.S. Momentum Factor ETF 2.5 12 47 3.9 -0.5
TPLC Timothy Plan US Large Cap Core ETF 2.5 52 7 4.7 +0.2
ETHO Etho Climate Leadership U.S. ETF 2.5 48 11 3.8 -0.6
CID VictoryShares Intl High Dividend Volatility Wtd Index ETF 2.5 45 14 8.4 +3.9
CATH Global X S&P 500 Catholic Values Custom ETF 2.5 29 30 4.5 +0.0
FDMO Fidelity Momentum Factor ETF 2.5 29 30 4.4 -0.0
RNLC Large Cap US Equity Select ETF 2.5 60 -1 5.3 +0.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.5 20 39 4.7 +0.3
PSCF Invesco S&P SmallCap Financials ETF 2.5 29 30 8.3 +3.9
HLAL Wahed FTSE USA Shariah ETF 2.5 50 9 4.3 -0.1
SCHM Schwab U.S. Mid-Cap ETF 2.5 4 55 5.1 +0.6
XVOL Acruence Active Hedge U.S. Equity ETF 2.5 83 -24 4.1 -0.4
XYLG Global X S&P 500 Covered Call & Growth ETF 2.5 60 -1 4.3 -0.2
PBP Invesco S&P 500 BuyWrite ETF 2.4 49 10 4.5 +0.0
SPLG SPDR Portfolio S&P 500 ETF 2.4 3 56 4.8 +0.4
FXZ First Trust Materials AlphaDEX Fund 2.4 67 -8 7.8 +3.4
IVV iShares Core S&P 500 ETF 2.4 3 56 4.8 +0.4
SPY SPDR S&P 500 ETF Trust 2.4 9 50 4.8 +0.3
VLU SPDR S&P 1500 Value Tilt ETF 2.4 12 47 6.3 +1.8
IDAT iShares Cloud 5G and Tech ETF 2.4 47 12 4.3 -0.1
VOO VANGUARD S&P 500 ETF 2.4 3 56 4.8 +0.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.4 20 39 5.2 +0.7
FDRR Fidelity Dividend ETF for Rising Rates 2.4 29 30 6.5 +2.0
FUNL CornerCap Fundametrics Large-Cap ETF 2.4 50 9 6.8 +2.3
AVDG AVDR US LargeCap ESG ETF 2.4 60 -1 5.1 +0.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 52 4.6 +0.2
CVY Invesco Zacks Multi-Asset Income ETF 2.4 94 -35 8.3 +3.9
XRMI Global X S&P 500 Risk Managed Income ETF 2.4 60 -1 4.5 +0.1
SPTM SPDR Portfolio Total Stock Market ETF 2.4 3 56 4.9 +0.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.4 2 57 4.7 +0.3
XCLR Global X S&P 500 Collar 95-110 ETF 2.3 60 -1 4.5 +0.0
FNDX Schwab Fundamental U.S. Large Co. Index ETF 2.3 25 34 5.8 +1.4
CLMA iClima Global Decarbonization Transition Leaders ETF 2.3 65 -6 2.0 -2.5
NUSC Nuveen ESG Small-Cap ETF 2.3 40 19 3.9 -0.5
XTR Global X S&P 500 Tail Risk ETF 2.3 60 -1 4.4 -0.0
CFA VictoryShares US 500 Volatility Weighted Index ETF 2.3 35 24 5.3 +0.9
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 2.3 35 24 5.3 +0.8
VONE Vanguard Russell 1000 ETF 2.3 8 51 4.6 +0.2
VV Vanguard Large-Cap Index Fund 2.3 4 55 4.6 +0.2
IWB iShares Russell 1000 ETF 2.3 15 44 4.6 +0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 39 4.7 +0.3
SCHX Schwab U.S. Large-Cap ETF 2.3 3 56 4.6 +0.2
ACVF American Conservative Values ETF 2.3 75 -16 4.1 -0.3
PBUS Invesco PureBeta MSCI USA ETF 2.3 4 55 4.7 +0.2
ILCB iShares Morningstar U.S. Equity ETF 2.3 3 56 4.6 +0.2
SDG iShares Sustainable MSCI Global Impact ETF 2.3 49 10 7.1 +2.6
FNDB Schwab Fundamental U.S. Broad Market Index ETF 2.3 25 34 5.8 +1.3
VAW Vanguard Materials Index Fund 2.3 10 49 5.8 +1.4
FMAT Fidelity MSCI Materials Index ETF 2.3 8 51 5.8 +1.4
QLV FlexShares US Quality Low Volatility Index Fund 2.3 22 37 4.3 -0.1
SFY SoFi Select 500 ETF 2.3 0 59 4.5 +0.1
IYY iShares Dow Jones U.S. ETF 2.3 20 39 4.4 -0.0
SCHK Schwab 1000 Index ETF 2.3 5 54 4.6 +0.1
SPXE ProShares S&P 500 Ex-Energy ETF 2.2 27 32 4.7 +0.3
VBR Vanguard Small Cap Value Index Fund 2.2 7 52 6.5 +2.0
KVLE KFA Value Liner Dynamic Core Equity Index ETF 2.2 56 3 5.7 +1.3
HDV iShares Core High Dividend ETF 2.2 8 51 7.0 +2.6
LOWC SPDR MSCI ACWI Low Carbon Target ETF 2.2 20 39 5.3 +0.8
AFLG First Trust Active Factor Large Cap ETF 2.2 55 4 5.4 +0.9
DGT SPDR Global Dow ETF 2.2 50 9 6.6 +2.2
VTHR Vanguard Russell 3000 Index Fund 2.2 10 49 4.4 -0.0
VOTE Engine No. 1 Transform 500 ETF 2.2 5 54 4.6 +0.1
IWV iShares Russell 3000 ETF 2.2 20 39 4.3 -0.1
RECS Columbia Research Enhanced Core ETF 2.2 15 44 5.2 +0.7
USMV iShares Edge MSCI Min Vol USA ETF 2.2 15 44 5.0 +0.6
PYZ Invesco DWA Basic Materials Momentum ETF 2.2 60 -1 7.7 +3.2
BECO BlackRock Future Climate and Sustainable Economy ETF 2.2 70 -11 4.0 -0.4
SCHB Schwab U.S. Broad Market ETF 2.2 3 56 4.5 +0.1
VTI Vanguard Total Stock Market Index Fund 2.2 3 56 4.4 -0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.2 3 56 4.4 -0.0
SYV SPDR MFS Systematic Value Equity ETF 2.1 60 -1 0.0 -4.5
TOK iShares MSCI Kokusai ETF 2.1 25 34 4.8 +0.3
KOKU Xtrackers MSCI Kokusai Equity ETF 2.1 9 50 4.9 +0.5
WDNA WisdomTree BioRevolution Fund 2.1 45 14 -3.3 -7.8
ACSI American Customer Satisfaction Core Alpha ETF 2.1 66 -7 4.3 -0.1
EWMC Invesco S&P MidCap 400 Equal Weight ETF 2.1 40 19 5.6 +1.1
KROP Global X AgTech & Food Innovation ETF 2.1 50 9 3.4 -1.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.1 15 44 6.1 +1.6
ROUS Hartford Multifactor US Equity ETF 2.1 19 40 6.2 +1.8
VLUE iShares MSCI USA Value Factor ETF 2.1 15 44 9.9 +5.5
FNK First Trust Mid Cap Value AlphaDEX Fund 2.1 70 -11 7.9 +3.4
VWID Virtus WMC International Dividend ETF 2.1 49 10 7.4 +3.0
FBCV Fidelity Blue Chip Value ETF 2.0 59 0 6.4 +2.0
XJH iShares ESG Screened S&P Mid-Cap ETF 2.0 12 47 5.7 +1.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.0 15 44 6.0 +1.5
VALQ American Century STOXX U.S. Quality Value ETF 2.0 29 30 7.7 +3.3
RAFE PIMCO RAFI ESG U.S. ETF 2.0 30 29 6.7 +2.2
ESGV Vanguard ESG U.S. Stock ETF 2.0 12 47 4.6 +0.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.0 9 50 5.3 +0.8
GSPY Gotham Enhanced 500 ETF 2.0 50 9 5.0 +0.5
DMDV AAM S&P Developed Markets High Dividend Value ETF 2.0 39 20 9.5 +5.1
GBDV Global Beta Smart Income ETF 2.0 29 30 9.1 +4.6
EKAR Innovation Shares NextGen Vehicles & Technology ETF 2.0 95 -36 5.0 +0.5
EPS WisdomTree U.S. Earnings 500 Fund 2.0 8 51 6.0 +1.6
VFMO Vanguard U.S. Momentum Factor ETF 2.0 13 46 3.5 -1.0
URTH iShares MSCI World ETF 2.0 24 35 4.9 +0.4
DURA VanEck Vectors Morningstar Durable Dividend ETF 2.0 29 30 7.4 +3.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.0 30 29 5.6 +1.2
ISMD Inspire Small/Mid Cap Impact ETF 2.0 57 2 4.7 +0.3
BATT Amplify Advanced Battery Metals & Materials ETF 2.0 59 0 2.1 -2.4
FDL First Trust Morningstar Dividend Leaders Index Fund 2.0 45 14 8.0 +3.5
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 1.9 20 39 6.2 +1.7
FNX First Trust Mid Cap Core AlphaDEX Fund 1.9 60 -1 5.7 +1.2
ESG FlexShares STOXX US ESG Impact Index Fund 1.9 32 27 4.8 +0.3
ILCG iShares Morningstar Growth ETF 1.9 4 55 3.2 -1.2
ACIO Aptus Collared Income Opportunity ETF 1.9 79 -20 3.7 -0.8
EQWL Invesco Russell Top 200 Equal Weight ETF 1.9 25 34 5.7 +1.3
DIV Global X SuperDividend US ETF 1.9 45 14 6.8 +2.3
MDY SPDR S&P Midcap 400 ETF Trust 1.9 23 36 5.5 +1.0
FSMD Fidelity Small-Mid Factor ETF 1.9 29 30 6.4 +1.9
IJH iShares Core S&P Mid-Cap ETF 1.9 5 54 5.6 +1.2
SPMD SPDR Portfolio Mid Cap ETF 1.9 5 54 5.6 +1.2
IVOO Vanguard S&P Mid-Cap 400 ETF 1.9 10 49 5.7 +1.2
SYE SPDR MFS Systematic Core Equity ETF 1.9 60 -1 0.0 -4.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 49 10 3.9 -0.5
FTCS First Trust Capital Strength ETF 1.9 56 3 5.2 +0.7
SCHC Schwab International Small-Cap Equity ETF 1.9 11 48 4.7 +0.3
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 1.9 17 42 4.1 -0.3
LYFE 2nd Vote Life Neutral Plus ETF 1.8 75 -16 6.1 +1.6
ACWV iShares MSCI Global Min Vol Factor ETF 1.8 20 39 5.2 +0.8
RWL Invesco S&P 500 Revenue ETF 1.8 39 20 6.1 +1.6
XMMO Invesco S&P MidCap Momentum ETF 1.8 34 25 6.3 +1.9
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 48 5.1 +0.6
RESP WisdomTree US ESG Fund of Benef Interest 1.8 28 31 5.7 +1.2
USMF WisdomTree U.S. Multifactor Fund 1.8 28 31 6.9 +2.4
GENY Principal Millennials Index ETF 1.8 45 14 5.1 +0.6
AFMC First Trust Active Factor Mid Cap ETF 1.8 65 -6 6.5 +2.1
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 1.8 25 34 4.9 +0.4
DIVB iShares U.S. Dividend & Buyback ETF 1.8 25 34 6.1 +1.6
BUL Pacer US Cash Cows Growth ETF 1.8 60 -1 5.2 +0.7
IUS Invesco Strategic US ETF 1.8 19 40 5.9 +1.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.8 49 10 3.9 -0.6
ACWI iShares MSCI ACWI ETF 1.7 32 27 5.1 +0.6
FEVR Inspire Faithward Large Cap Momentum ESG ETF 1.7 85 -26 3.4 -1.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.7 12 47 4.7 +0.2
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 47 5.2 +0.8
IWP iShares Russell Mid-Cap Growth ETF 1.7 24 35 2.6 -1.9
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.7 25 34 5.3 +0.8
NULG Nuveen ESG Large-Cap Growth ETF 1.7 35 24 3.2 -1.3
VUG Vanguard Growth Index Fund 1.7 4 55 3.5 -0.9
PICK iShares MSCI Global Metals & Mining Producers ETF 1.7 39 20 6.6 +2.1
VT Vanguard Total World Stock ETF 1.7 8 51 5.3 +0.9
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 1.7 85 -26 6.1 +1.6
JOET Virtus Terranova US Quality Momentum ETF 1.6 29 30 4.4 -0.0
IQDF FlexShares International Quality Dividend Index Fund 1.6 47 12 8.3 +3.8
VFVA Vanguard U.S. Value Factor ETF 1.6 14 45 8.3 +3.8
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.6 85 -26 6.1 +1.7
PWC Invesco Dynamic Market ETF 1.6 58 1 5.3 +0.8
VYM Vanguard High Dividend Yield Index ETF 1.6 6 53 6.7 +2.3
DWX SPDR S&P International Dividend ETF 1.6 45 14 8.0 +3.5
PID Invesco International Dividend Achievers ETF 1.6 53 6 5.5 +1.1
VYMI Vanguard International High Dividend Yield ETF 1.6 27 32 9.0 +4.6
WOMN Impact Shares YWCA Women's Empowerment ETF 1.6 75 -16 4.4 -0.1
SHE SPDR SSGA Gender Diversity Index ETF 1.6 20 39 4.1 -0.3
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 1.6 17 42 4.9 +0.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.6 80 -21 5.3 +0.8
SIXL 6 Meridian Low Beta Equity Strategy ETF 1.6 88 -29 4.9 +0.4
IQDE FlexShares International Quality Dividend Defensive Index ET 1.6 47 12 8.1 +3.7
SCHD Schwab U.S. Dividend Equity ETF 1.6 6 53 7.3 +2.8
VB Vanguard Small-Cap ETF 1.6 5 54 4.6 +0.1
MVPS Amplify Thematic All-Stars ETF 1.6 49 10 1.6 -2.8
FDT First Trust Developed Markets ex-US Alphadex Fund 1.5 80 -21 8.5 +4.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.5 65 -6 3.1 -1.4
TMFC Motley Fool 100 Index ETF 1.5 50 9 3.2 -1.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.5 45 14 7.3 +2.8
ISCV iShares Morningstar Small Cap Value ETF 1.5 6 53 5.6 +1.1
PFM Invesco Dividend Achievers ETF 1.5 53 6 5.2 +0.8
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 1.5 75 -16 6.4 +1.9
QUS SPDR MSCI USA StrategicFactors ETF 1.5 15 44 5.2 +0.7
NACP Impact Shares NAACP Minority Empowerment ETF 1.5 49 10 4.5 +0.1
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 0 3.0 -1.4
RNDM First Trust Developed International Equity Select ETF 1.5 65 -6 5.5 +1.0
VONG Vanguard Russell 1000 Growth Index Fund 1.4 8 51 3.9 -0.6
NVQ QRAFT AI-Enhanced US Next Value ETF 1.4 75 -16 8.6 +4.1
RDVY First Trust Rising Dividend Achievers ETF 1.4 50 9 6.7 +2.3
FXG First Trust Consumer Staples AlphaDEX Fund 1.4 63 -4 6.5 +2.1
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 1.4 40 19 6.2 +1.7
FTXG First Trust Nasdaq Food & Beverage ETF 1.4 60 -1 6.0 +1.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.4 60 -1 5.9 +1.5
IYK iShares U.S. Consumer Goods ETF 1.4 43 16 5.9 +1.5
JHMS John Hancock Multifactor Consumer Staples ETF 1.4 40 19 5.6 +1.2
PBJ Invesco Dynamic Food & Beverage ETF 1.4 63 -4 5.5 +1.0
XLP Consumer Staples Select Sector SPDR Fund 1.4 12 47 5.4 +1.0
FSTA Fidelity MSCI Consumer Staples Index ETF 1.4 8 51 5.4 +1.0
VDC Vanguard Consumer Staples Index Fund 1.4 10 49 5.4 +0.9
IWF iShares Russell 1000 Growth ETF 1.4 19 40 3.7 -0.7
MGK Vanguard Mega Cap Growth ETF 1.4 7 52 3.8 -0.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 50 5.2 +0.7
MGC Vanguard Mega Cap Index Fund 1.4 7 52 4.7 +0.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.4 12 47 5.6 +1.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.4 60 -1 3.6 -0.8
DBLV AdvisorShares DoubleLine Value Equity ETF 1.4 91 -32 5.3 +0.9
ACWF iShares MSCI Global Multifactor ETF 1.4 35 24 7.7 +3.2
MGV Vanguard Mega Cap Value ETF 1.4 7 52 6.6 +2.1
FIVA Fidelity International Value Factor ETF 1.4 39 20 8.8 +4.4
IWY iShares Russell Top 200 Growth ETF 1.4 20 39 4.1 -0.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 1.4 11 48 5.3 +0.8
RWK Invesco S&P MidCap 400 Revenue ETF 1.4 39 20 6.7 +2.3
WKLY SoFi Weekly Dividend ETF 1.4 49 10 6.9 +2.5
EZM WisdomTree U.S. MidCap Earnings Fund 1.3 38 21 7.6 +3.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.3 0 59 4.7 +0.3
PBSM Invesco PureBeta MSCI USA Small Cap ETF 1.3 6 53 4.2 -0.3
VSLU Applied Finance Valuation Large Cap ETF 1.3 49 10 5.3 +0.9
ANEW ProShares MSCI Transformational Changes ETF 1.3 45 14 2.8 -1.6
SCHG Schwab U.S. Large-Cap Growth ETF 1.3 4 55 3.3 -1.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.3 75 -16 3.0 -1.5
QWLD SPDR MSCI World StrategicFactors ETF 1.3 30 29 5.4 +0.9
IWL iShares Russell Top 200 ETF 1.3 15 44 4.6 +0.2
BKIE BNY Mellon International Equity ETF 1.2 4 55 6.4 +1.9
PY Principal Shareholder Yield Index ETF 1.2 15 44 8.4 +4.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.2 15 44 6.8 +2.4
JHSC John Hancock Multifactor Small Cap ETF 1.2 42 17 5.0 +0.6
GBLO Global Beta Low Beta ETF 1.2 29 30 8.0 +3.5
IJS iShares S&P Small-cap 600 Value ETF 1.2 18 41 6.8 +2.3
SLYV SPDR S&P 600 Small Cap Value ETF 1.2 15 44 6.8 +2.3
SFYX Sofi Next 500 ETF 1.2 0 59 4.7 +0.3
QINT American Century Quality Diversified International ETF 1.2 39 20 5.9 +1.5
ISZE iShares Edge MSCI Intl Size Factor ETF 1.2 30 29 5.8 +1.4
EPU iShares MSCI All Peru Capped ETF 1.2 59 0 4.9 +0.4
RING iShares MSCI Global Gold Miners ETF 1.2 39 20 4.8 +0.4
SGDM Sprott Gold Miners ETF 1.2 50 9 4.7 +0.3
SLVP iShares MSCI Global Silver Miners ETF 1.2 39 20 3.3 -1.1
VNSE Natixis Vaughan Nelson Select ETF 1.2 80 -21 2.1 -2.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.2 59 0 10.8 +6.4
SPMO Invesco S&P 500 Momentum ETF 1.2 13 46 4.8 +0.4
SDIV Global X SuperDividend ETF 1.2 59 0 15.2 +10.7
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.2 47 12 8.6 +4.1
BOUT Innovator IBD Breakout Opportunities ETF 1.2 80 -21 3.0 -1.5
AFK VanEck Vectors Africa Index ETF 1.2 79 -20 8.1 +3.6
CACG ClearBridge All Cap Growth ETF 1.2 53 6 3.6 -0.8
ZECP Zacks Earnings Consistent Portfolio ETF 1.1 55 4 4.8 +0.4
TPIF Timothy Plan International ETF 1.1 62 -3 5.7 +1.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 52 3.7 -0.7
GOAT VanEck Vectors Morningstar Global Wide Moat ETF 1.1 52 7 5.6 +1.2
TECB iShares US Tech Breakthrough Multisector ETF 1.1 40 19 3.7 -0.8
IWX iShares Russell Top 200 Value ETF 1.1 20 39 6.2 +1.7
IDEV iShares Core MSCI International Developed Markets ETF 1.1 5 54 6.1 +1.7
VTWV Vanguard Russell 2000 Value Index Fund 1.1 15 44 4.0 -0.5
IWN iShares Russell 2000 Value ETF 1.1 24 35 3.7 -0.7
BOSS Global X Founder-Run Companies ETF 1.1 45 14 2.6 -1.9
VEA Vanguard FTSE Developed Markets ETF 1.1 5 54 6.4 +1.9
TTAC TrimTabs US Free Cash Flow Quality ETF 1.1 59 0 5.2 +0.8
PDEV Principal International Multi-Factor Core Index ETF 1.1 25 34 6.9 +2.5
DFAI Dimensional International Core Equity Market ETF 1.1 18 41 6.1 +1.7
IDMO Invesco S&P International Developed Momentum ETF 1.1 25 34 6.2 +1.7
WLDR Affinity World Leaders Equity ETF 1.1 67 -8 8.2 +3.8
SMMD iShares Russell 2500 ETF 1.1 15 44 4.9 +0.5
BKSE BNY Mellon US Small Cap Core Equity ETF 1.0 4 55 4.0 -0.4
DGRO iShares Core Dividend Growth ETF 1.0 8 51 6.3 +1.9
RNSC Small Cap US Equity Select ETF 1.0 60 -1 6.3 +1.8
VOOG Vanguard S&P 500 Growth ETF 1.0 10 49 4.1 -0.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.0 25 34 5.9 +1.5
SPYG SPDR Portfolio S&P 500 Growth ETF 1.0 4 55 4.1 -0.3
IVW iShares S&P 500 Growth ETF 1.0 18 41 4.0 -0.5
CIL VictoryShares International Volatility Weighted Index ETF 1.0 45 14 6.2 +1.8
SCHF Schwab International Equity ETF 1.0 6 53 6.5 +2.0
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 1.0 45 14 6.2 +1.8
VXF Vanguard Extended Market Index Fund 1.0 6 53 2.5 -2.0
SPDW SPDR Portfolio Developed World ex-US ETF 1.0 4 55 6.2 +1.8
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 1.0 61 -2 4.4 -0.0
IUSG iShares Core S&P US Growth ETF 1.0 4 55 4.1 -0.3
AVUS Avantis U.S. Equity ETF 1.0 15 44 5.2 +0.7
VUSE Vident Core US Equity Fund 1.0 48 11 7.4 +3.0
SVAL iShares US Small Cap Value Factor ETF 1.0 20 39 8.0 +3.5
FNDF Schwab Fundamental International Large Co. Index ETF 1.0 25 34 7.9 +3.4
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.0 15 44 6.1 +1.6
IDLV Invesco S&P International Developed Low Volatility ETF 1.0 25 34 5.8 +1.3
PSC Principal U.S. Small Cap Index ETF 1.0 38 21 5.2 +0.8
PEXL Pacer US Export Leaders ETF 1.0 60 -1 4.0 -0.5
KXI iShares Global Consumer Staples ETF 0.9 46 13 5.2 +0.7
DTEC ALPS Disruptive Technologies ETF 0.9 50 9 3.0 -1.5
QLC FlexShares US Quality Large Cap Index Fund 0.9 32 27 5.1 +0.6
TRYP SonicShares Airlines, Hotels, Cruise Lines ETF 0.9 75 -16 -1.5 -5.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.9 32 27 6.4 +2.0
ISCB iShares Morningstar Small-Cap ETF 0.9 4 55 3.0 -1.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.9 41 18 6.4 +1.9
INTF iShares Edge MSCI Multifactor Intl ETF 0.9 30 29 8.3 +3.9
PLC Principal U.S. Large-Cap Multi-Factor Core Index ETF 0.9 15 44 0.0 -4.5
FYT First Trust Small Cap Value AlphaDEX Fund 0.9 72 -13 8.0 +3.5
FDWM Fidelity Women's Leadership ETF 0.9 59 0 4.7 +0.2
PQSV PGIM QMA Strategic Alpha Small-Cap Value ETF 0.9 29 30 1.6 -2.9
DFAU Dimensional US Core Equity Market ETF 0.9 12 47 4.9 +0.4
SQEW LeaderShares Equity Skew ETF 0.9 75 -16 5.8 +1.4
MGMT Ballast Small/Mid Cap ETF 0.9 110 -51 6.3 +1.9
XMVM Invesco S&P MidCap Value with Momentum ETF 0.8 39 20 8.8 +4.4
FLQL Franklin LibertyQ U.S. Equity ETF 0.8 15 44 6.4 +1.9
VXUS Vanguard Total International Stock ETF 0.8 8 51 6.6 +2.1
SCHA Schwab U.S. Small-Cap ETF 0.8 4 55 3.9 -0.5
DSTX Distillate International Fundamental Stability & Value ETF 0.8 55 4 7.9 +3.4
VFMF Vanguard U.S. Multifactor ETF 0.8 19 40 7.1 +2.7
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.8 30 29 9.3 +4.9
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.8 35 24 7.7 +3.3
IXUS ishares Core MSCI Total International Stock ETF 0.8 9 50 6.5 +2.0
SPXN ProShares S&P 500 Ex-Financials ETF 0.8 27 32 4.5 +0.0
FDG American Century Focused Dynamic Growth ETF 0.8 45 14 2.1 -2.3
DRIV Global X Autonomous & Electric Vehicles ETF 0.8 68 -9 4.6 +0.1
AVDE Avantis International Equity ETF 0.8 23 36 6.6 +2.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.8 70 -11 2.0 -2.5
HIPR Direxion High Growth ETF 0.8 40 19 3.7 -0.8
CWI SPDR MSCI ACWI ex-US ETF 0.8 30 29 6.6 +2.2
IQIN IQ 500 International ETF 0.8 25 34 7.8 +3.4
FDEV Fidelity Targeted International Factor ETF 0.8 39 20 6.2 +1.7
IFGL iShares International Developed Real Estate ETF 0.8 48 11 6.0 +1.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.8 8 51 6.6 +2.2
RPG Invesco S&P 500 Pure Growth ETF 0.7 35 24 3.2 -1.3
GCOW Pacer Global High Dividend ETF 0.7 60 -1 10.0 +5.6
DIVZ TrueShares Low Volatility Equity Income ETF 0.7 65 -6 7.0 +2.6
FLRG Fidelity U.S. Multifactor ETF 0.7 29 30 6.4 +2.0
PWV Invesco Dynamic Large Cap Value ETF 0.7 56 3 6.2 +1.7
MTUM iShares MSCI USA Momentum Factor ETF 0.7 15 44 4.2 -0.2
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.7 28 31 6.3 +1.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.7 25 34 6.3 +1.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 50 3.3 -1.2
FLV American Century Focused Large Cap Value ETF 0.7 42 17 5.9 +1.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.7 12 47 5.9 +1.4
HAUZ Xtrackers International Real Estate ETF 0.7 10 49 7.2 +2.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.7 19 40 5.1 +0.7
RWX SPDR Dow Jones International Real Estate ETF 0.7 59 0 5.1 +0.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.7 60 -1 4.1 -0.3
AMER Emles Made in America ETF 0.7 49 10 7.6 +3.1
DSTL Distillate US Fundamental Stability & Value ETF 0.7 39 20 7.0 +2.6
GSFP Goldman Sachs Future Planet Equity ETF 0.7 75 -16 3.3 -1.2
MMLG First Trust Multi-Manager Large Growth ETF 0.7 85 -26 1.5 -2.9
FYX First Trust Small Cap Core AlphaDEX Fund 0.7 63 -4 5.9 +1.4
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.7 40 19 5.5 +1.0
PSM Principal U.S. Small-MidCap Multi-Factor Core Index ETF 0.7 20 39 0.0 -4.5
VBK Vanguard Small-Cap Growth Index Fund 0.7 7 52 1.9 -2.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.7 5 54 6.0 +1.6
IJR iShares Core S&P Small Cap ETF 0.7 6 53 6.0 +1.6
VIOO Vanguard S&P Small-Cap 600 ETF 0.7 10 49 6.0 +1.5
SLY SPDR S&P 600 Small Cap ETF 0.7 15 44 5.9 +1.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.7 39 20 6.8 +2.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.7 39 20 3.9 -0.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 30 5.2 +0.8
UIVM VictoryShares USAA MSCI International Value Momentum ETF 0.7 35 24 8.4 +3.9
FBCG Fidelity Blue Chip Growth ETF 0.7 59 0 1.8 -2.6
OEF iShares S&P 100 ETF 0.7 20 39 4.5 +0.0
IOO iShares Global 100 ETF 0.6 40 19 4.8 +0.3
VIG Vanguard Dividend Appreciation Index Fund 0.6 6 53 5.4 +0.9
XMHQ Invesco S&P MidCap Quality ETF 0.6 25 34 6.0 +1.6
DFUS Dimensional U.S. Equity ETF 0.6 11 48 4.7 +0.2
WBIY WBI Power Factor High Dividend ETF 0.6 70 -11 8.4 +4.0
SYLD Cambria Shareholder Yield ETF 0.6 59 0 8.1 +3.6
DFIV Dimensional International Value ETF 0.6 35 24 9.3 +4.9
AVDV Avantis International Small Cap Value ETF 0.6 36 23 6.9 +2.5
SMDY Syntax Stratified MidCap ETF 0.6 35 24 5.2 +0.8
IDLB Invesco FTSE International Low Beta Equal Weight ETF 0.6 45 14 6.1 +1.6
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.6 29 30 7.5 +3.0
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.6 35 24 5.3 +0.8
AMZA InfraCap MLP ETF 0.6 201 -142 3.2 -1.3
VTWO Vanguard Russell 2000 Index Fund 0.6 10 49 2.3 -2.2
IWM iShares Russell 2000 ETF 0.6 19 40 2.1 -2.4
BFOR Barron's 400 ETF 0.5 70 -11 6.3 +1.8
FNDC Schwab Fundamental International Small Co. Index ETF 0.5 39 20 5.1 +0.7
XMLV Invesco S&P MidCap Low Volatility ETF 0.5 25 34 5.2 +0.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 44 6.2 +1.7
CRUZ Defiance Hotel Airline and Cruise ETF 0.5 45 14 -1.4 -5.9
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.5 21 38 3.1 -1.3
STLV iShares Factors US Value Style ETF 0.5 25 34 7.7 +3.2
FTHI First Trust High Income ETF 0.5 85 -26 5.8 +1.4
IDHQ Invesco S&P International Developed Quality ETF 0.5 29 30 5.2 +0.8
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.5 24 35 6.0 +1.6
FTLB First Trust Hedged BuyWrite Income ETF 0.5 85 -26 5.9 +1.5
XT iShares Exponential Technologies ETF 0.5 47 12 4.7 +0.3
DRW WisdomTree Global ex-US Real Estate Fund 0.5 58 1 9.4 +4.9
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF 0.5 35 24 6.4 +2.0
IEFN iShares Evolved U.S. Financials ETF 0.5 18 41 7.1 +2.6
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.5 42 17 4.8 +0.3
META Roundhill Ball Metaverse ETF 0.4 75 -16 3.0 -1.4
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -21 7.5 +3.1
VSGX Vanguard ESG International Stock ETF 0.4 17 42 6.2 +1.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 24 6.8 +2.4
WPS iShares International Developed Property ETF 0.4 48 11 6.1 +1.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.4 20 39 4.5 +0.1
RFV Invesco S&P Midcap 400 Pure Value ETF 0.4 35 24 9.2 +4.7
FYC First Trust Small Cap Growth AlphaDEX Fund 0.4 71 -12 2.1 -2.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.4 15 44 4.5 +0.1
IJK iShares S&P Mid-Cap 400 Growth ETF 0.4 17 42 4.4 -0.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.4 15 44 4.4 -0.0
IMTM iShares Edge MSCI Intl Momentum Factor ETF 0.4 30 29 6.6 +2.1
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 53 0.3 -4.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 40 5.6 +1.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -6 0.9 -3.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 20 6.6 +2.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.3 31 28 7.3 +2.8
SDGA Impact Shares Sustainable Development Goals Global ETF 0.3 75 -16 5.4 +1.0
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.3 12 47 8.7 +4.2
SPHQ Invesco S&P 500 Quality ETF 0.3 15 44 5.0 +0.6
SSLY Syntax Stratified SmallCap ETF 0.3 40 19 5.2 +0.7
JSML Janus Henderson Small Cap Growth Alpha ETF 0.3 30 29 5.6 +1.1
VFQY Vanguard U.S. Quality Factor ETF 0.3 13 46 5.3 +0.9
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 21 6.7 +2.3
EMIF iShares Emerging Markets Infrastructure ETF 0.3 60 -1 7.9 +3.4
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.3 24 35 7.0 +2.6
IMFL Invesco International Developed Dynamic Multifactor ETF 0.3 34 25 8.0 +3.5
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 34 6.6 +2.2
VIDI Vident International Equity Fund 0.3 59 0 10.1 +5.6
AFSM First Trust Active Factor Small Cap ETF 0.2 77 -18 5.6 +1.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.2 64 -5 6.1 +1.7
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.2 60 -1 4.1 -0.4
EES WisdomTree SmallCap Earnings Fund 0.2 38 21 7.9 +3.4
IYJ iShares U.S. Industrials ETF 0.2 42 17 4.8 +0.4
IETC iShares Evolved U.S. Technology ETF 0.2 18 41 3.8 -0.7
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.2 50 9 2.7 -1.7
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 0.2 40 19 7.1 +2.7
IUSS Invesco Strategic US Small Company ETF 0.2 23 36 4.6 +0.1
IGRO iShares International Dividend Growth ETF 0.2 15 44 7.1 +2.6
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.2 20 39 3.7 -0.8
IVLU iShares Edge MSCI Intl Value Factor ETF 0.1 30 29 9.8 +5.4
IEHS iShares Evolved U.S. Healthcare Staples ETF 0.1 18 41 4.9 +0.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 20 6.2 +1.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 10 4.3 -0.2
OUSA O'Shares FTSE US Quality Dividend ETF 0.1 48 11 5.9 +1.4
KOMP SPDR Kensho New Economies Composite ETF 0.1 20 39 1.5 -2.9
ROSC Hartford Multifactor Small Cap ETF 0.1 34 25 7.6 +3.1
DFAT Dimensional U.S. Targeted Value ETF 0.1 34 25 6.3 +1.9
HLGE Hartford Longevity Economy ETF 0.1 44 15 6.5 +2.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 20 4.7 +0.2
JEMA JPMorgan Emerging Markets Equity Core ETF 0.1 39 20 6.7 +2.3
AVEM Avantis Emerging Markets Equity ETF 0.0 33 26 8.8 +4.3
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 24 7.5 +3.0

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

  2016 2017 2018 2019 2020 2021E 2022E
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
  2020 2021E 2022E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Invesco Real Assets ESG 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 11.0 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 59 bp
Equals: ALTAR Score 4.5 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.50 CATEGORY
AVERAGE
1.49
 
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.