iShares Global Utilities ETF
ALTAR
Score™
6.6% info Recommen-
dation
OVERWEIGHT
2024E    2025E
P/E
ratio
14.6x P/Sales
ratio
1.4x
P/BV
ratio
1.7x Div.
yield
4.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares S&P Global Utilities Index Fund seeks investment results that correspond generally to the price and yield performance of the S&P Global Utilities Index.

FUND BASICS
Category Global Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date Sep 12, 2006
Assets (mns) $133
Currency USD
Expense ratio 43 bp
Distributions Semi-Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 66
Wgt avg mkt cap (mns) $50,385
Large cap (>$10bn) 95.1%
Mid cap ($2-10bn) 4.9%
Small cap (<$2bn) 0.0%
Developed mkts 99.3%
Emerging mkts 0.7%

TOP TEN HOLDINGS
NEXTERA ENERGY GROUP 9.4 %
SOUTHERN CO 5.4 %
DUKE ENERGY CORP 5.0 %
IBERDROLA SA 4.6 %
CONSTELLATION ENERGY CORPORATION 4.3 %
ENEL SPA 3.3 %
NATIONAL GRID PLC 3.3 %
SEMPRA ENERGY 3.0 %
AMERICAN ELECTRIC POWER 2.9 %
DOMINION RESOURCES INC/VA 2.7 %
Total 43.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 66.5 %
BRITAIN 6.6 %
SPAIN 5.9 %
ITALY 4.6 %
GERMANY 3.4 %
FRANCE 2.8 %
JAPAN 2.7 %
CANADA 2.7 %
AUSTRALIA 1.2 %
PORTUGAL 0.7 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
3.7% 6.2% 5.8% 5.6% 4.5%

Market Correlations
versus... Beta R-squared
S&P500 0.74 61%
MSCI EAFE 0.82 68%
MSCI Emg. Mkts. 0.63 42%

Technical Indicators
Recent close $60.42
30d moving avg. $63.00
Annualized volatility 17.2%
Short interest (ETF) 2.0%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 10
Turnover 0.5%
Bid/Ask (% of price) 0.17%
ADV underlying (mns) $8,322

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 695 potential alternatives to the iShares Global Utilities ETF ETF based on the alternatives' overlap in portfolio holdings with JXI. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: JXI Expense: 43 bp ALTAR Score™: 6.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH JXI
Ticker Fund
Name
Overlap1
vs JXI
(%)
Expense
ratio
(bp)
Savings
vs JXI
(bp)
ALTAR
Score™
(%)
ALTAR
vs JXI
(%)
IDU iShares U.S. Utilities ETF 66.5 40 3 5.5 -1.1
XLU Utilities Select Sector SPDR Fund 66.5 9 34 6.1 -0.5
VPU Vanguard Utilities ETF 66.5 10 33 6.2 -0.5
FUTY Fidelity MSCI Utilities Index ETF 66.4 8 35 6.2 -0.5
RSPU Invesco S&P 500 Equal Weight Utilities ETF 56.7 40 3 6.3 -0.4
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 53.0 45 -2 6.0 -0.6
PUI Invesco Dorsey Wright Utilities Momentum ETF 46.7 60 -17 6.3 -0.3
FXU First Trust Utilities AlphaDEX Fund 43.7 64 -21 6.6 -0.1
UTES Virtus Reaves Utilities ETF 42.6 49 -6 5.5 -1.2
IGF iShares Global Infrastructure ETF 39.8 41 2 5.0 -1.6
GII SPDR S&P Global Infrastructure ETF 39.6 40 3 5.0 -1.6
ECLN First Trust EIP Carbon Impact ETF 31.3 96 -53 5.2 -1.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 30.8 65 -22 5.2 -1.4
GLIF AGF Global Infrastructure ETF 27.5 45 -2 5.3 -1.3
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 26.9 75 -32 7.2 +0.6
EMLP First Trust North American Energy Infrastructure Fund 25.8 95 -52 5.5 -1.2
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 25.8 46 -3 5.6 -1.0
IFRA iShares U.S. Infrastructure ETF 23.4 30 13 6.4 -0.2
DVY iShares Select Dividend ETF 22.8 38 5 9.1 +2.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 22.4 47 -4 5.9 -0.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 21.9 38 5 8.4 +1.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 21.9 35 8 8.4 +1.8
BLLD JPMorgan Sustainable Infrastructure ETF 20.8 49 -6 6.1 -0.5
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 20.3 55 -12 3.5 -3.2
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 19.4 75 -32 4.7 -1.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 19.3 54 -11 6.3 -0.4
VCLN Virtus Duff & Phelps Clean Energy ETF 19.3 59 -16 3.2 -3.5
TPHD Timothy Plan High Dividend Stock ETF 19.2 52 -9 6.3 -0.3
SMOG VanEck Low Carbon Energy ETF 18.5 61 -18 2.9 -3.8
SPYD SPDR Portfolio S&P 500 High Dividend ETF 16.6 7 36 9.2 +2.6
IQRA IQ CBRE Real Assets ETF 16.2 65 -22 5.9 -0.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 16.1 27 16 8.4 +1.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 15.2 30 13 8.8 +2.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 14.7 39 4 9.1 +2.5
SDY SPDR S&P Dividend ETF 14.4 35 8 6.3 -0.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 13.6 25 18 5.4 -1.2
SPLV Invesco S&P 500 Low Volatility ETF 13.6 25 18 5.3 -1.3
ALTL Pacer Lunt Large Cap Alternator ETF 13.6 60 -17 5.0 -1.6
FTA First Trust Large Cap Value AlphaDEX Fund 12.5 59 -16 8.7 +2.0
CLNR IQ Cleaner Transport ETF 12.2 45 -2 7.9 +1.3
OCEN IQ Clean Oceans ETF 12.2 45 -2 5.1 -1.5
VOE Vanguard Mid-Cap Value ETF 11.7 7 36 7.5 +0.9
FLDZ RiverNorth Patriot ETF 11.6 75 -32 5.7 -0.9
MAGA Point Bridge America First ETF 11.5 72 -29 6.5 -0.1
GSFP Goldman Sachs Future Planet Equity ETF 11.4 75 -32 4.5 -2.2
IMCV iShares Morningstar Mid-Cap Value ETF 11.3 6 37 8.1 +1.5
DHS WisdomTree U.S. High Dividend Fund 11.3 38 5 8.8 +2.2
SPVM Invesco S&P 500 Value with Momentum ETF 11.1 39 4 8.6 +2.0
FAN First Trust Global Wind Energy ETF 10.9 60 -17 5.0 -1.6
DURA VanEck Durable High Dividend ETF 10.8 29 14 7.3 +0.7
CNRG SPDR S&P Kensho Clean Power ETF 10.1 45 -2 -7.1 -13.7
DWX SPDR S&P International Dividend ETF 9.9 45 -2 6.9 +0.2
NLR VanEck Uranium+Nuclear Energy ETF 9.9 61 -18 3.9 -2.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 9.8 56 -13 5.9 -0.7
SPMV Invesco S&P 500 Minimum Variance ETF 9.6 10 33 5.3 -1.3
FVD First Trust Value Line Dividend Index Fund 9.5 65 -22 6.3 -0.4
IDV iShares International Select Dividend ETF 9.5 51 -8 12.6 +6.0
DTH WisdomTree International High Dividend Fund 9.3 58 -15 10.3 +3.7
DIVZ TrueShares Low Volatility Equity Income ETF 9.3 65 -22 8.5 +1.9
FBCV Fidelity Blue Chip Value ETF 9.3 59 -16 7.2 +0.5
IGRO iShares International Dividend Growth ETF 9.2 15 28 7.1 +0.5
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 9.1 40 3 5.9 -0.7
ICLN iShares Global Clean Energy ETF 9.1 41 2 4.8 -1.8
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 9.1 12 31 5.7 -1.0
HDV iShares Core High Dividend ETF 9.0 8 35 8.4 +1.8
FDL First Trust Morningstar Dividend Leaders Index Fund 9.0 45 -2 9.8 +3.2
FDVV Fidelity High Dividend ETF 8.9 15 28 8.4 +1.8
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 8.5 79 -36 4.8 -1.8
TEMP JPMorgan Climate Change Solutions ETF 8.5 49 -6 4.4 -2.2
HAP VanEck Natural Resources ETF 8.4 50 -7 10.0 +3.3
DEW WisdomTree Global High Dividend Fund 8.3 58 -15 9.1 +2.4
ONEY SPDR Russell 1000 Yield Focus ETF 8.1 20 23 10.2 +3.6
SDOG ALPS Sector Dividend Dogs ETF 8.1 36 7 9.3 +2.6
FEX First Trust Large Cap Core AlphaDEX Fund 7.9 59 -16 5.9 -0.7
BECO BlackRock Future Climate and Sustainable Economy ETF 7.8 70 -27 13.4 +6.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 7.6 58 -15 5.4 -1.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 7.6 52 -9 5.4 -1.2
IDLV Invesco S&P International Developed Low Volatility ETF 7.5 25 18 5.8 -0.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 7.5 24 19 8.0 +1.3
MDLV Morgan Dempsey Large Cap Value ETF 7.5 58 -15 8.7 +2.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.4 60 -17 5.4 -1.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.4 18 25 7.6 +0.9
VO Vanguard Mid-Cap ETF 7.3 4 39 5.9 -0.7
IWS iShares Russell Mid-Cap Value ETF 7.1 23 20 6.6 +0.0
BGIG Bahl & Gaynor Income Growth ETF 7.1 45 -2 5.1 -1.5
DIVL Madison Dividend Value ETF 7.0 65 -22 6.0 -0.6
IMCB iShares Morningstar Mid-Cap ETF 7.0 4 39 6.2 -0.5
DGRO iShares Core Dividend Growth ETF 6.9 8 35 6.4 -0.2
EQAL Invesco Russell 1000 Equal Weight ETF 6.9 20 23 5.9 -0.7
FAB First Trust Multi Cap Value AlphaDEX Fund 6.9 67 -24 9.8 +3.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 6.8 58 -15 4.4 -2.3
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 6.7 9 34 9.7 +3.1
RSP Invesco S&P 500 Equal Weight ETF 6.7 20 23 6.2 -0.5
CID VictoryShares International High Div Volatility Wtd ETF 6.7 45 -2 9.6 +3.0
LVHI Franklin International Low Volatility High Dividend Index ET 6.6 40 3 10.5 +3.9
CFA VictoryShares US 500 Volatility Wtd ETF 6.6 35 8 6.0 -0.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.6 40 3 5.9 -0.7
USMV iShares MSCI USA Min Vol Factor ETF 6.4 15 28 6.0 -0.7
STXV Strive 1000 Value ETF 6.2 18 25 7.9 +1.3
BNE Blue Horizon BNE ETF 6.1 87 -44 4.9 -1.7
WWJD Inspire International ETF 6.0 80 -37 7.1 +0.5
VRAI Virtus Real Asset Income ETF 5.9 55 -12 8.9 +2.3
IDOG ALPS International Sector Dividend Dogs ETF 5.8 50 -7 11.6 +5.0
DWMF WisdomTree International Multifactor Fund 5.8 38 5 7.3 +0.7
VYM Vanguard High Dividend Yield Index ETF 5.8 6 37 7.3 +0.7
SSPY Syntax Stratified LargeCap ETF 5.8 30 13 6.5 -0.2
ESGS Columbia U.S. ESG Equity Income ETF 5.5 35 8 0.0 -6.6
SPRX Spear Alpha ETF 5.5 75 -32 2.9 -3.8
EFAS Global X MSCI SuperDividend EAFE ETF 5.4 57 -14 10.0 +3.4
EWP iShares MSCI Spain ETF 5.4 50 -7 8.9 +2.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.4 9 34 6.0 -0.6
EFV iShares MSCI EAFE Value ETF 5.3 34 9 9.4 +2.8
ULVM VictoryShares US Value Momentum ETF 5.3 20 23 7.4 +0.8
EZU iShares MSCI Eurozone ETF 5.2 52 -9 6.5 -0.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.2 20 23 8.0 +1.4
IWR iShares Russell Midcap ETF 5.2 19 24 5.7 -0.9
PTL Inspire 500 ETF 5.2 9 34 5.7 -0.9
VOOV Vanguard S&P 500 Value ETF 5.2 10 33 6.7 +0.1
ICAP InfraCap Equity Income Fund ETF 5.1 171 -128 6.9 +0.2
IVE iShares S&P 500 Value ETF 5.1 18 25 6.6 +0.0
SPYV SPDR Portfolio S&P 500 Value ETF 5.1 4 39 6.7 +0.1
NUMV Nuveen ESG Mid-Cap Value ETF 5.1 31 12 7.4 +0.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.0 18 25 6.3 -0.4
DOL WisdomTree International LargeCap Dividend Fund 5.0 48 -5 7.8 +1.1
BLES Inspire Global Hope ETF 5.0 61 -18 6.3 -0.3
SIZE iShares MSCI USA Size Factor ETF 5.0 15 28 6.0 -0.6
SPDV AAM S&P 500 High Dividend Value ETF 5.0 29 14 10.4 +3.8
FLEU Franklin FTSE Eurozone ETF 4.9 9 34 6.9 +0.2
EUSA iShares MSCI USA Equal Weighted ETF 4.9 9 34 6.2 -0.5
YLDE ClearBridge Dividend Strategy ESG ETF 4.9 60 -17 5.3 -1.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.9 39 4 4.3 -2.3
FIDI Fidelity International High Dividend ETF 4.9 18 25 10.2 +3.6
VONV Vanguard Russell 1000 Value ETF 4.9 8 35 6.7 +0.1
CZA Invesco Zacks Mid-Cap ETF 4.9 72 -29 6.5 -0.2
SMOT VanEck Morningstar SMID Moat ETF 4.9 49 -6 6.5 -0.1
IWD iShares Russell 1000 Value ETF 4.9 19 24 6.6 0.0
VTV Vanguard Value ETF 4.9 4 39 6.9 +0.2
FPX First Trust US Equity Opportunities ETF 4.8 61 -18 0.7 -5.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 4.8 29 14 8.3 +1.7
IUSV iShares Core S&P US Value ETF 4.8 4 39 6.9 +0.2
FLV American Century Focused Large Cap Value ETF 4.8 42 1 6.7 +0.1
IQIN IQ 500 International ETF 4.8 25 18 8.8 +2.2
VWID Virtus WMC International Dividend ETF 4.8 49 -6 9.5 +2.8
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 4.7 24 19 8.5 +1.9
QLV FlexShares US Quality Low Volatility Index Fund 4.7 22 21 4.9 -1.7
JPIN J.P. Morgan Diversified Return International Equity ETF 4.7 37 6 8.6 +2.0
EWI iShares MSCI Italy ETF 4.6 50 -7 8.8 +2.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 4.6 45 -2 6.3 -0.3
SCHV Schwab U.S. Large-Cap Value ETF 4.6 4 39 6.7 +0.0
CRTC Xtrackers US National Critical Technologies ETF 4.5 35 8 5.4 -1.2
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 4.5 32 11 6.6 -0.0
DIVI Franklin International Core Dividend Tilt Index ETF 4.5 9 34 7.9 +1.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 4.5 15 28 7.1 +0.5
REVS Columbia Research Enhanced Value ETF 4.5 19 24 7.8 +1.2
OEUR ALPS O'Shares Europe Quality Dividend ETF 4.5 48 -5 5.7 -1.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 4.4 15 28 6.7 +0.1
DIV Global X SuperDividend US ETF 4.4 45 -2 8.2 +1.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.4 70 -27 5.0 -1.7
PRF Invesco FTSE RAFI US 1000 ETF 4.4 39 4 7.2 +0.6
JHMM John Hancock Multifactor Mid Cap ETF 4.4 42 1 6.6 +0.0
CSD Invesco S&P Spin-Off ETF 4.3 65 -22 8.8 +2.2
FTWO Strive FAANG 2.0 ETF 4.3 49 -6 4.8 -1.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.3 58 -15 4.6 -2.0
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 4.3 80 -37 5.3 -1.4
AFLG First Trust Active Factor Large Cap ETF 4.3 55 -12 6.0 -0.7
ESGN Columbia International ESG Equity Income ETF 4.3 45 -2 0.0 -6.6
TPIF Timothy Plan International ETF 4.2 62 -19 6.6 -0.1
EWU iShares MSCI United Kingdom ETF 4.2 50 -7 8.0 +1.4
DLN WisdomTree U.S. LargeCap Dividend Fund 4.2 28 15 6.0 -0.6
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 4.1 20 23 10.6 +4.0
FMIL Fidelity New Millennium ETF 4.1 59 -16 4.4 -2.2
ILCV iShares Morningstar Value ETF 4.1 4 39 6.6 0.0
DWM WisdomTree International Equity Fund 4.1 48 -5 7.8 +1.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 4.1 40 3 7.9 +1.3
ACWV iShares MSCI Global Min Vol Factor ETF 4.1 20 23 6.5 -0.1
DON WisdomTree U.S. MidCap Dividend Fund 4.1 38 5 8.6 +2.0
NULV Nuveen ESG Large-Cap Value ETF 4.0 26 17 7.1 +0.5
FFLC Fidelity Fundamental Large Cap Core ETF 4.0 38 5 4.6 -2.1
FUNL CornerCap Fundametrics Large-Cap ETF 4.0 50 -7 7.1 +0.5
DTD WisdomTree U.S. Total Dividend Fund 4.0 28 15 6.3 -0.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.0 35 8 4.6 -2.0
SCHY Schwab International Dividend Equity ETF 4.0 14 29 9.2 +2.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.9 35 8 6.1 -0.5
EBLU Ecofin Global Water ESG Fund 3.9 40 3 3.8 -2.8
JEPI JPMorgan Equity Premium Income ETF 3.9 35 8 5.3 -1.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 3.9 45 -2 8.5 +1.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3.8 39 4 7.5 +0.8
HAPY Harbor Human Capital Factor Unconstrained ETF 3.8 50 -7 4.8 -1.8
IEV iShares Europe ETF 3.8 67 -24 6.2 -0.4
EVUS iShares ESG Aware MSCI USA Value ETF 3.8 18 25 6.6 +0.0
FLGB Franklin FTSE United Kingdom ETF 3.8 9 34 8.3 +1.7
SIXL ETC 6 Meridian Low Beta Equity ETF 3.7 80 -37 5.1 -1.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.7 60 -17 6.3 -0.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.7 38 5 6.7 +0.1
ROUS Hartford Multifactor US Equity ETF 3.7 19 24 6.3 -0.4
FDT First Trust Developed Markets ex-US AlphaDEX Fund 3.7 80 -37 8.0 +1.4
QDEF FlexShares Quality Dividend Defensive Index Fund 3.7 37 6 4.4 -2.2
DMDV AAM S&P Developed Markets High Dividend Value ETF 3.7 39 4 13.4 +6.8
VLU SPDR S&P 1500 Value Tilt ETF 3.7 12 31 7.3 +0.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.6 65 -22 3.9 -2.7
IWX iShares Russell Top 200 Value ETF 3.6 20 23 6.6 -0.1
CIL VictoryShares International Volatility Wtd ETF 3.6 45 -2 6.8 +0.2
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 3.6 51 -8 6.7 +0.1
VYMI Vanguard International High Dividend Yield ETF 3.6 22 21 9.6 +3.0
NTZG Nuveen Global Net Zero Transition ETF 3.6 56 -13 4.8 -1.8
ZECP Zacks Earnings Consistent Portfolio ETF 3.6 55 -12 4.8 -1.8
BBEU JPMorgan BetaBuilders Europe ETF 3.5 9 34 6.7 +0.0
FEZ SPDR EURO STOXX 50 ETF 3.5 29 14 6.4 -0.2
DBEU Xtrackers MSCI Europe Hedged Equity ETF 3.5 46 -3 6.3 -0.3
PFM Invesco Dividend Achievers ETF 3.5 53 -10 5.5 -1.1
GCOW Pacer Global Cash Cows Dividend ETF 3.5 60 -17 13.8 +7.2
SNPV Xtrackers S&P 500 Value ESG ETF 3.5 15 28 6.9 +0.3
FLEE Franklin FTSE Europe ETF 3.4 9 34 6.8 +0.2
JAVA JPMorgan Active Value ETF 3.4 44 -1 6.3 -0.4
EQWL Invesco S&P 100 Equal Weight ETF 3.4 25 18 6.6 -0.0
FLGR Franklin FTSE Germany ETF 3.4 9 34 7.3 +0.7
EWG iShares MSCI Germany ETF 3.4 50 -7 6.8 +0.2
JHMD John Hancock Multifactor Developed International ETF 3.4 39 4 7.3 +0.7
DAX Global X DAX Germany ETF 3.4 21 22 7.1 +0.5
ISZE iShares MSCI Intl Size Factor ETF 3.4 30 13 6.7 +0.1
QLC FlexShares US Quality Large Cap Index Fund 3.4 25 18 5.3 -1.4
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 3.4 25 18 7.2 +0.6
EFRA iShares Environmental Infrastructure and Industrials ETF 3.3 47 -4 5.1 -1.5
PIO Invesco Global Water ETF 3.3 75 -32 4.8 -1.8
DBGR Xtrackers MSCI Germany Hedged Equity ETF 3.3 45 -2 6.4 -0.2
IEUR iShares Core MSCI Europe ETF 3.3 11 32 6.7 +0.1
EFAV iShares MSCI EAFE Min Vol Factor ETF 3.3 22 21 6.2 -0.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.3 20 23 6.0 -0.6
QUS SPDR MSCI USA StrategicFactors ETF 3.2 15 28 5.9 -0.8
JHML John Hancock Multifactor Large Cap ETF 3.2 29 14 5.5 -1.2
FNDX Schwab Fundamental US Large Co. Index ETF 3.2 25 18 7.0 +0.4
SPEU SPDR Portfolio Europe ETF 3.2 7 36 6.5 -0.1
JIRE JPMorgan International Research Enhanced Equity ETF 3.2 24 19 6.6 -0.0
DIVY Sound Equity Dividend Income ETF 3.2 45 -2 10.9 +4.3
FNDF Schwab Fundamental International Large Co. Index ETF 3.2 25 18 9.0 +2.4
GURU Global X Guru Index ETF 3.2 75 -32 1.7 -5.0
CVAR Cultivar ETF 3.2 87 -44 7.1 +0.5
GDVD R3 Global Dividend Growth ETF 3.2 88 -45 5.6 -1.1
IWTR iShares MSCI Water Management Multisector ETF 3.2 47 -4 4.7 -1.9
CGUS Capital Group Core Equity ETF 3.1 33 10 4.5 -2.1
VGK Vanguard FTSE Europe ETF 3.1 11 32 6.6 -0.0
RFDI First Trust Riverfront Dynamic Developed International ETF 3.1 83 -40 8.9 +2.3
RFEU First Trust Riverfront Dynamic Europe ETF 3.0 83 -40 8.8 +2.2
SPXT ProShares S&P 500 Ex-Technology ETF 3.0 9 34 5.6 -1.0
UIVM VictoryShares International Value Momentum ETF 3.0 35 8 10.7 +4.1
DGT SPDR Global Dow ETF 3.0 50 -7 6.5 -0.1
DVND Touchstone Dividend Select ETF 3.0 67 -24 6.2 -0.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.0 75 -32 6.7 +0.0
FNDB Schwab Fundamental US Broad Market Index ETF 3.0 25 18 7.0 +0.4
FIVA Fidelity International Value Factor ETF 3.0 18 25 9.3 +2.7
VFLO VictoryShares Free Cash Flow ETF 3.0 39 4 8.8 +2.2
SURE AdvisorShares Insiders Advantage ETF 3.0 90 -47 8.1 +1.5
SMRI Bushido Capital US Equity ETF 3.0 71 -28 9.5 +2.9
RODM Hartford Multifactor Developed Markets (ex-US) ETF 3.0 29 14 8.7 +2.1
EUDV ProShares MSCI Europe Dividend Growers ETF 2.9 55 -12 4.9 -1.7
LRGF iShares U.S. Equity Factor ETF 2.9 8 35 5.5 -1.1
GDEF Goldman Sachs Defensive Equity ETF 2.9 55 -12 4.4 -2.3
PAVE Global X U.S. Infrastructure Development ETF 2.9 47 -4 5.8 -0.9
DEUS Xtrackers Russell US Multifactor ETF 2.9 17 26 7.1 +0.5
ESGD iShares ESG Aware MSCI EAFE ETF 2.9 20 23 6.4 -0.3
NUDV Nuveen ESG Dividend ETF 2.9 26 17 7.5 +0.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.8 15 28 9.8 +3.2
YALL God Bless America ETF 2.8 65 -22 3.6 -3.0
IVRA Invesco Real Assets ESG ETF 2.8 59 -16 6.9 +0.3
MGV Vanguard Mega Cap Value ETF 2.8 7 36 6.7 +0.1
NACP Impact Shares NAACP Minority Empowerment ETF 2.8 49 -6 4.7 -2.0
EFA iShares MSCI EAFE ETF 2.8 35 8 6.4 -0.2
IMCG iShares Morningstar Mid-Cap Growth ETF 2.8 6 37 4.3 -2.3
DIVB iShares Core Dividend ETF 2.8 5 38 7.8 +1.2
QWLD SPDR MSCI World StrategicFactors ETF 2.8 30 13 5.8 -0.8
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 2.8 14 29 5.9 -0.7
AQWA Global X Clean Water ETF 2.7 50 -7 4.2 -2.4
CGW Invesco S&P Global Water Index ETF 2.7 57 -14 3.9 -2.7
CGDV Capital Group Dividend Value ETF 2.7 33 10 5.6 -1.0
DIM WisdomTree International MidCap Dividend Fund 2.7 58 -15 7.6 +1.0
FJP First Trust Japan AlphaDEX Fund 2.7 80 -37 10.3 +3.6
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 2.7 20 23 6.9 +0.3
RPV Invesco S&P 500 Pure Value ETF 2.7 35 8 10.2 +3.6
WBIY WBI Power Factor High Dividend ETF 2.7 100 -57 10.9 +4.3
IVLU iShares MSCI Intl Value Factor ETF 2.6 30 13 11.1 +4.5
RWL Invesco S&P 500 Revenue ETF 2.6 39 4 6.6 0.0
PEY Invesco High Yield Equity Dividend Achievers ETF 2.6 52 -9 9.4 +2.7
FEP First Trust Europe AlphaDEX Fund 2.6 80 -37 5.7 -1.0
FDIV MarketDesk Focused U.S. Dividend ETF 2.6 35 8 4.6 -2.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 2.6 36 7 6.3 -0.3
CEFA Global X S&P Catholic Values Developed ex-US ETF 2.6 35 8 6.1 -0.5
IDMO Invesco S&P International Developed Momentum ETF 2.5 25 18 6.8 +0.2
TMDV ProShares Russell US Dividend Growers ETF 2.5 35 8 6.7 +0.1
FID First Trust S&P International Dividend Aristocrats ETF 2.5 60 -17 9.5 +2.9
WDIV SPDR S&P Global Dividend ETF 2.5 40 3 10.0 +3.4
IQLT iShares MSCI Intl Quality Factor ETF 2.5 30 13 5.6 -1.0
EWQ iShares MSCI France ETF 2.5 53 -10 5.9 -0.7
EFAD ProShares MSCI EAFE Dividend Growers ETF 2.5 50 -7 5.0 -1.7
SPXN ProShares S&P 500 Ex-Financials ETF 2.5 9 34 4.9 -1.7
WLDR Affinity World Leaders Equity ETF 2.5 67 -24 8.5 +1.9
QEFA SPDR MSCI EAFE StrategicFactors ETF 2.5 30 13 6.7 +0.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.5 46 -3 9.3 +2.7
HFXI IQ FTSE International Equity Currency Neutral ETF 2.5 20 23 6.7 +0.1
OALC OneAscent Large Cap Core ETF 2.4 86 -43 5.6 -1.0
SCHF Schwab International Equity ETF 2.4 6 37 6.9 +0.3
GVAL Cambria Global Value ETF 2.4 68 -25 13.2 +6.5
GSID Goldman Sachs MarketBeta International Equity ETF 2.4 20 23 6.5 -0.1
TOK iShares MSCI Kokusai ETF 2.4 26 17 5.1 -1.6
SPXV ProShares S&P 500 Ex-Health Care ETF 2.4 9 34 4.7 -1.9
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 2.4 20 23 6.0 -0.6
DIP BTD Capital Fund 2.4 129 -86 6.4 -0.2
VOO Vanguard S&P 500 ETF 2.4 3 40 5.0 -1.7
BKIE BNY Mellon International Equity ETF 2.4 4 39 6.8 +0.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.4 65 -22 8.3 +1.6
FKU First Trust United Kingdom AlphaDEX Fund 2.4 80 -37 7.3 +0.7
FTC First Trust Large Cap Growth AlphaDEX Fund 2.4 59 -16 2.7 -3.9
IEFA iShares Core MSCI EAFE ETF 2.4 7 36 6.7 +0.1
ACSI American Customer Satisfaction ETF 2.4 65 -22 4.4 -2.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 2.3 25 18 7.3 +0.7
EQUL IQ Engender Equality ETF 2.3 45 -2 6.9 +0.3
URTH iShares MSCI World ETF 2.3 24 19 5.2 -1.5
ADME Aptus Drawdown Managed Equity ETF 2.3 79 -36 4.1 -2.6
IVV iShares Core S&P 500 ETF 2.3 3 40 5.0 -1.6
IDEV iShares Core MSCI International Developed Markets ETF 2.3 4 39 6.8 +0.1
FEUZ First Trust Eurozone AlphaDEX ETF 2.3 80 -37 4.5 -2.2
APUE ActivePassive U.S. Equity ETF 2.3 45 -2 4.7 -1.9
VLUE iShares MSCI USA Value Factor ETF 2.3 15 28 10.8 +4.2
SCHM Schwab U.S. Mid-Cap ETF 2.3 4 39 6.4 -0.2
SPY SPDR S&P 500 ETF Trust 2.3 9 34 4.9 -1.7
SPLG SPDR Portfolio S&P 500 ETF 2.3 2 41 5.0 -1.7
NUDM Nuveen ESG International Developed Markets Equity ETF 2.3 31 12 6.1 -0.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.3 20 23 4.7 -1.9
CATH Global X S&P 500 Catholic Values Custom ETF 2.3 29 14 4.8 -1.8
SPDW SPDR Portfolio Developed World ex-US ETF 2.3 3 40 6.7 +0.1
VV Vanguard Large-Cap ETF 2.3 4 39 4.9 -1.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.3 48 -5 5.9 -0.7
KOKU Xtrackers MSCI Kokusai Equity ETF 2.3 9 34 5.2 -1.4
VONE Vanguard Russell 1000 ETF 2.3 8 35 4.9 -1.7
DFAI Dimensional International Core Equity Market ETF 2.3 18 25 6.9 +0.3
SHE SPDR MSCI USA Gender Diversity ETF 2.3 20 23 4.8 -1.8
QVML Invesco S&P 500 QVM Multi-factor ETF 2.2 11 32 4.9 -1.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.2 9 34 5.5 -1.1
QUAL iShares MSCI USA Quality Factor ETF 2.2 15 28 5.1 -1.5
IUS Invesco RAFI Strategic US ETF 2.2 19 24 7.1 +0.5
PBUS Invesco MSCI USA ETF 2.2 4 39 5.0 -1.7
ILCB iShares Morningstar U.S. Equity ETF 2.2 3 40 5.0 -1.7
ONEO SPDR Russell 1000 Momentum Focus ETF 2.2 20 23 7.2 +0.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.2 50 -7 7.7 +1.1
SPXE ProShares S&P 500 Ex-Energy ETF 2.2 9 34 4.8 -1.8
VTI Vanguard Total Stock Market ETF 2.2 3 40 4.8 -1.8
SXUS Janus Henderson International Sustainable Equity ETF 2.2 60 -17 4.2 -2.4
USMF WisdomTree U.S. Multifactor Fund 2.2 28 15 7.0 +0.4
VTHR Vanguard Russell 3000 ETF 2.1 10 33 4.8 -1.8
DFAU Dimensional US Core Equity Market ETF 2.1 12 31 5.1 -1.5
IWB iShares Russell 1000 ETF 2.1 15 28 4.9 -1.8
ROE Astoria US Quality Kings ETF 2.1 49 -6 7.9 +1.3
VEA Vanguard FTSE Developed Markets ETF 2.1 5 38 6.8 +0.2
IQSI IQ Candriam International Equity ETF 2.1 15 28 6.2 -0.4
HAPI Harbor Human Capital Factor US Large Cap ETF 2.1 36 7 4.5 -2.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.1 3 40 5.1 -1.5
INTF iShares International Equity Factor ETF 2.1 15 28 7.9 +1.3
IYY iShares Dow Jones U.S. ETF 2.1 20 23 4.8 -1.8
ACWI iShares MSCI ACWI ETF 2.1 32 11 5.2 -1.4
AFMC First Trust Active Factor Mid Cap ETF 2.1 65 -22 7.5 +0.9
BIBL Inspire 100 ETF 2.1 35 8 4.8 -1.9
RODE Hartford Multifactor Diversified International ETF 2.1 29 14 11.4 +4.8
STRV Strive 500 ETF 2.1 5 38 4.9 -1.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.1 20 23 4.8 -1.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.1 48 -5 5.4 -1.3
JHID John Hancock International High Dividend ETF 2.1 46 -3 11.5 +4.9
DFUS Dimensional U.S. Equity ETF 2.1 9 34 4.9 -1.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.0 2 41 5.0 -1.7
WOMN Impact Shares YWCA Women's Empowerment ETF 2.0 75 -32 4.9 -1.8
IWV iShares Russell 3000 ETF 2.0 20 23 4.7 -1.9
VBR Vanguard Small Cap Value ETF 2.0 7 36 8.3 +1.7
SCHX Schwab U.S. Large-Cap ETF 2.0 3 40 5.0 -1.7
VOT Vanguard Mid-Cap Growth ETF 2.0 7 36 4.1 -2.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.0 7 36 4.9 -1.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 40 4.9 -1.8
CWI SPDR MSCI ACWI ex-US ETF 2.0 30 13 6.6 -0.0
FLLV Franklin U.S. Low Volatility ETF 2.0 29 14 0.0 -6.6
RECS Columbia Research Enhanced Core ETF 2.0 15 28 5.3 -1.3
FDRR Fidelity Dividend ETF for Rising Rates 2.0 15 28 7.4 +0.8
FDEV Fidelity International Multifactor ETF 2.0 18 25 7.3 +0.7
EWC iShares MSCI Canada ETF 2.0 50 -7 7.1 +0.5
AIVI WisdomTree International AI Enhanced Value Fund 2.0 58 -15 8.0 +1.4
FDLO Fidelity Low Volatility Factor ETF 2.0 15 28 5.4 -1.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.0 10 33 4.5 -2.2
LNGG Roundhill Alerian LNG ETF 2.0 65 -22 8.1 +1.5
AVDE Avantis International Equity ETF 2.0 23 20 7.8 +1.2
BKLC BNY Mellon US Large Cap Core Equity ETF 2.0 0 43 5.0 -1.7
VSDA VictoryShares Dividend Accelerator ETF 2.0 35 8 6.1 -0.6
SCHK Schwab 1000 Index ETF 2.0 5 38 5.0 -1.6
HDUS Hartford Disciplined US Equity ETF 2.0 19 24 5.9 -0.7
RVRB Reverb ETF 2.0 30 13 4.7 -1.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.0 7 36 4.9 -1.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.0 12 31 4.8 -1.9
ACWX iShares MSCI ACWI ex U.S. ETF 2.0 34 9 6.6 +0.0
BBCA JPMorgan BetaBuilders Canada ETF 1.9 19 24 7.2 +0.6
AVUS Avantis U.S. Equity ETF 1.9 15 28 5.9 -0.8
VIG Vanguard Dividend Appreciation ETF 1.9 6 37 5.7 -0.9
VOTE TCW Transform 500 ETF 1.9 5 38 4.9 -1.7
VT Vanguard Total World Stock ETF 1.9 7 36 5.5 -1.1
GBUY Goldman Sachs Future Consumer Equity ETF 1.9 75 -32 2.9 -3.7
TXS Texas Capital Texas Equity Index ETF 1.9 49 -6 5.3 -1.3
QINT American Century Quality Diversified International ETF 1.9 39 4 7.3 +0.7
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 1.9 25 18 7.4 +0.7
FVAL Fidelity Value Factor ETF 1.9 15 28 7.3 +0.7
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.9 45 -2 4.5 -2.1
FNK First Trust Mid Cap Value AlphaDEX Fund 1.9 70 -27 11.1 +4.5
FDMO Fidelity Momentum Factor ETF 1.9 15 28 3.5 -3.2
SCHB Schwab U.S. Broad Market ETF 1.9 3 40 4.9 -1.7
IQDE FlexShares International Quality Dividend Defensive Index ET 1.9 47 -4 9.8 +3.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.9 4 39 6.2 -0.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.9 52 -9 5.5 -1.2
ESGU iShares ESG Aware MSCI USA ETF 1.9 15 28 4.9 -1.7
FCPI Fidelity Stocks for Inflation ETF 1.9 15 28 8.2 +1.6
NETZ TCW Transform Systems ETF 1.9 75 -32 3.6 -3.1
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.9 85 -42 4.6 -2.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.9 25 18 11.3 +4.7
BUL Pacer US Cash Cows Growth ETF 1.9 60 -17 7.4 +0.7
COWZ Pacer US Cash Cows 100 ETF 1.9 49 -6 11.3 +4.6
COWS Amplify Cash Flow Dividend Leaders ETF 1.9 0 43 10.9 +4.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.9 15 28 5.8 -0.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.9 9 34 5.5 -1.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.9 30 13 8.0 +1.4
ACVF American Conservative Values ETF 1.9 75 -32 4.1 -2.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.8 41 2 6.5 -0.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.8 11 32 4.9 -1.7
GLOF iShares Global Equity Factor ETF 1.8 20 23 6.8 +0.2
TPYP Tortoise North American Pipeline Fund 1.8 40 3 5.4 -1.2
PBD Invesco Global Clean Energy ETF 1.8 75 -32 -3.6 -10.2
WTV WisdomTree US Value Fund of Benef Interest 1.7 12 31 8.7 +2.1
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -32 5.0 -1.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.7 10 33 4.5 -2.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.7 29 14 9.2 +2.6
EPS WisdomTree U.S. LargeCap Fund 1.7 8 35 6.0 -0.6
JHDV John Hancock U.S. High Dividend ETF 1.7 34 9 6.1 -0.6
VEU Vanguard FTSE All-World ex-US Index Fund 1.7 8 35 6.8 +0.2
RPG Invesco S&P 500 Pure Growth ETF 1.7 35 8 3.3 -3.4
PDP Invesco Dorsey Wright Momentum ETF 1.7 62 -19 3.3 -3.3
FDWM Fidelity Women's Leadership ETF 1.7 59 -16 4.7 -1.9
ACTV LeaderShares Activist Leaders ETF 1.7 75 -32 8.5 +1.9
MTUM iShares MSCI USA Momentum Factor ETF 1.7 15 28 3.5 -3.2
EWJV iShares MSCI Japan Value ETF 1.7 15 28 8.7 +2.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 29 5.1 -1.5
DFIC Dimensional International Core Equity 2 ETF 1.7 23 20 7.5 +0.9
IXUS iShares Core MSCI Total International Stock ETF 1.7 7 36 6.9 +0.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.7 15 28 4.6 -2.0
FLCA Franklin FTSE Canada ETF 1.7 9 34 7.5 +0.9
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.6 70 -27 4.1 -2.5
NULC Nuveen ESG Large-Cap ETF 1.6 21 22 5.2 -1.4
IMFL Invesco International Developed Dynamic Multifactor ETF 1.6 34 9 10.9 +4.3
USVT US Value ETF 1.6 49 -6 11.2 +4.5
FQAL Fidelity Quality Factor ETF 1.6 15 28 5.5 -1.1
VXUS Vanguard Total International Stock ETF 1.6 7 36 6.8 +0.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.6 20 23 5.3 -1.4
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.6 65 -22 13.8 +7.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 18 5.4 -1.2
CWS AdvisorShares Focused Equity ETF 1.6 84 -41 4.9 -1.8
FIW First Trust Water ETF 1.6 53 -10 4.6 -2.0
PHO Invesco Water Resources ETF 1.6 60 -17 4.3 -2.3
KOIN Capital Link Global Fintech Leaders ETF 1.6 75 -32 4.6 -2.0
OSEA Harbor International Compounders ETF 1.6 55 -12 3.5 -3.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.6 39 4 7.2 +0.5
VAMO Cambria Value & Momentum ETF 1.6 61 -18 10.5 +3.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.6 15 28 4.8 -1.8
XT iShares Exponential Technologies ETF 1.5 46 -3 3.8 -2.9
FGM First Trust Germany AlphaDEX Fund 1.5 80 -37 9.7 +3.0
JMOM JPMorgan U.S. Momentum Factor ETF 1.5 12 31 4.7 -2.0
RNRG Global X Renewable Energy Producers ETF 1.5 66 -23 4.7 -2.0
FSST Fidelity Sustainable U.S. Equity ETF 1.5 59 -16 4.7 -1.9
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 26 5.5 -1.2
FPAG FPA Global Equity ETF 1.5 49 -6 5.4 -1.3
VB Vanguard Small-Cap ETF 1.5 5 38 5.5 -1.2
QDIV Global X S&P 500 Quality Dividend ETF 1.5 20 23 8.7 +2.1
VFMV Vanguard U.S. Minimum Volatility ETF 1.5 13 30 5.2 -1.4
IQDF FlexShares International Quality Dividend Index Fund 1.4 47 -4 10.2 +3.6
SFY SoFi Select 500 ETF 1.4 0 43 4.2 -2.5
KRUZ Unusual Whales Subversive Republican Trading ETF 1.4 75 -32 5.5 -1.2
JVAL JPMorgan U.S. Value Factor ETF 1.4 12 31 8.2 +1.6
WCEO Hypatia Women CEO ETF 1.4 85 -42 5.1 -1.5
VIDI Vident International Equity Strategy ETF 1.4 61 -18 11.9 +5.3
STXD Strive 1000 Dividend Growth ETF 1.4 35 8 5.0 -1.6
BKWO BNY Mellon Women's Opportunities ETF 1.4 50 -7 3.7 -2.9
DIHP Dimensional International High Profitability ETF 1.4 29 14 6.9 +0.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.3 56 -13 14.0 +7.4
GDIV Harbor Dividend Growth Leaders ETF 1.3 50 -7 5.8 -0.8
FLRG Fidelity U.S. Multifactor ETF 1.3 15 28 7.4 +0.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.3 9 34 4.8 -1.8
RFFC ALPS Active Equity Opportunity ETF 1.3 48 -5 4.2 -2.4
QDF FlexShares Quality Dividend Index Fund 1.3 37 6 4.6 -2.0
PWB Invesco Large Cap Growth ETF 1.3 56 -13 2.9 -3.7
IWL iShares Russell Top 200 ETF 1.3 15 28 4.7 -2.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.3 64 -21 2.1 -4.5
XVV iShares ESG Screened S&P 500 ETF 1.2 8 35 4.8 -1.9
MGC Vanguard Mega Cap ETF 1.2 7 36 4.7 -1.9
SPVU Invesco S&P 500 Enhanced Value ETF 1.2 13 30 9.6 +3.0
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.2 60 -17 6.8 +0.2
PID Invesco International Dividend Achievers ETF 1.2 53 -10 6.8 +0.2
QQQ Invesco QQQ Trust Series I 1.2 20 23 4.2 -2.5
QQQM Invesco NASDAQ 100 ETF 1.2 15 28 4.2 -2.4
SNPE Xtrackers S&P 500 ESG ETF 1.2 10 33 4.9 -1.7
DFSI Dimensional International Sustainability Core 1 ETF 1.2 24 19 6.2 -0.5
FLAU Franklin FTSE Australia ETF 1.2 9 34 5.5 -1.1
EWA iShares MSCI Australia ETF 1.2 50 -7 5.1 -1.5
SMMD iShares Russell 2500 ETF 1.2 15 28 6.1 -0.5
JPXN iShares JPX-Nikkei 400 ETF 1.1 48 -5 7.3 +0.7
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.1 30 13 7.7 +1.1
PKW Invesco Buyback Achievers ETF 1.1 62 -19 7.2 +0.6
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 10 33 6.8 +0.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.1 25 18 5.9 -0.8
HLGE Hartford Longevity Economy ETF 1.1 44 -1 6.3 -0.3
KOMP SPDR S&P Kensho New Economies Composite ETF 1.1 20 23 2.0 -4.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.1 60 -17 7.0 +0.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.1 60 -17 10.7 +4.1
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -17 7.1 +0.5
EUDG WisdomTree Europe Quality Dividend Growth Fund 1.1 58 -15 5.8 -0.8
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 28 5.6 -1.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.1 25 18 8.7 +2.1
SCAP InfraCap Small Cap Income ETF 1.1 135 -92 7.8 +1.2
FRNW Fidelity Clean Energy ETF 1.1 39 4 3.3 -3.4
SDG iShares MSCI Global Sustainable Development Goals ETF 1.1 49 -6 5.7 -1.0
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 1.1 80 -37 8.1 +1.5
EPP iShares MSCI Pacific ex-Japan ETF 1.0 47 -4 5.3 -1.3
CHGX AXS Change Finance ESG ETF 1.0 49 -6 4.8 -1.8
IVAL Alpha Architect International Quantitative Value ETF 1.0 49 -6 9.2 +2.6
TTAI FCF International Quality ETF 1.0 59 -16 6.9 +0.2
ESGG FlexShares STOXX Global ESG Select Index Fund 1.0 42 1 4.9 -1.7
FDD First Trust Stoxx European Select Dividend Index Fund 1.0 58 -15 13.2 +6.6
OEF iShares S&P 100 ETF 1.0 20 23 4.6 -2.0
EWJ iShares MSCI Japan ETF 1.0 50 -7 6.6 -0.0
SFYX SoFi Next 500 ETF 1.0 0 43 5.0 -1.6
DFIV Dimensional International Value ETF 1.0 27 16 10.1 +3.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.0 10 33 5.0 -1.6
IDHQ Invesco S&P International Developed High Quality ETF 1.0 29 14 5.7 -1.0
SQEW LeaderShares Equity Skew ETF 1.0 81 -38 6.0 -0.6
SUSL iShares ESG MSCI USA Leaders ETF 0.9 10 33 4.8 -1.8
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.9 19 24 5.6 -1.0
KRMA Global X Conscious Companies ETF 0.9 43 0 5.6 -1.1
RNMC First Trust Mid Cap US Equity Select ETF 0.9 60 -17 7.9 +1.3
MVPS Amplify Thematic All-Stars ETF 0.9 49 -6 2.6 -4.0
JQUA JPMorgan U.S. Quality Factor ETF 0.9 12 31 5.5 -1.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.9 10 33 4.8 -1.8
GSPY Gotham Enhanced 500 ETF 0.9 50 -7 5.0 -1.6
BBJP JPMorgan BetaBuilders Japan ETF 0.9 19 24 6.8 +0.1
HKND Humankind US Stock ETF 0.8 11 32 6.8 +0.2
LRGE ClearBridge Large Cap Growth ESG ETF 0.8 59 -16 3.2 -3.5
SPHB Invesco S&P 500 High Beta ETF 0.8 25 18 3.9 -2.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.8 12 31 4.3 -2.3
IPAC iShares Core MSCI Pacific ETF 0.8 9 34 6.6 -0.1
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.8 47 -4 6.4 -0.2
QQQN VictoryShares Nasdaq Next 50 ETF 0.8 18 25 4.5 -2.1
JSTC Adasina Social Justice All Cap Global ETF 0.8 89 -46 4.7 -2.0
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.8 47 -4 9.4 +2.8
DSI iShares MSCI KLD 400 Social ETF 0.8 25 18 4.8 -1.8
FLJP Franklin FTSE Japan ETF 0.8 9 34 6.8 +0.2
FSMD Fidelity Small-Mid Multifactor ETF 0.8 15 28 7.6 +1.0
FYLD Cambria Foreign Shareholder Yield ETF 0.7 59 -16 12.6 +6.0
FLJH Franklin FTSE Japan Hedged ETF 0.7 9 34 6.8 +0.1
FICS First Trust International Developed Capital Strength ETF 0.7 70 -27 4.2 -2.4
VPL Vanguard FTSE Pacific ETF 0.7 8 35 6.8 +0.2
SUSA iShares MSCI USA ESG Select ETF 0.7 25 18 5.0 -1.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.7 21 22 3.5 -3.1
RAYD Rayliant Quantitative Developed Market Equity ETF 0.7 80 -37 4.1 -2.5
VBK Vanguard Small-Cap Growth ETF 0.7 7 36 1.5 -5.2
VUSE Vident U.S. Equity Strategy ETF 0.7 50 -7 3.4 -3.2
FLLA Franklin FTSE Latin America ETF 0.7 19 24 12.7 +6.0
ILF iShares Latin America 40 ETF 0.7 48 -5 12.6 +6.0
USMC Principal U.S. Mega-Cap ETF 0.7 12 31 4.6 -2.0
AVLV Avantis U.S. Large Cap Value ETF 0.7 15 28 7.5 +0.9
BFOR ALPS Barron's 400 ETF 0.7 65 -22 6.6 -0.0
WNDY Global X Wind Energy ETF 0.7 50 -7 4.7 -2.0
EDEN iShares MSCI Denmark ETF 0.7 53 -10 5.9 -0.7
SCHC Schwab International Small-Cap Equity ETF 0.6 11 32 6.3 -0.3
QGRO American Century U.S. Quality Growth ETF 0.6 29 14 5.7 -0.9
JIG JPMorgan International Growth ETF 0.6 55 -12 4.1 -2.5
SPHQ Invesco S&P 500 Quality ETF 0.6 15 28 4.9 -1.7
XLG Invesco S&P 500 Top 50 ETF 0.5 20 23 4.3 -2.4
TTAC FCF US Quality ETF 0.5 59 -16 6.2 -0.5
FOVL iShares Focused Value Factor ETF 0.5 25 18 10.3 +3.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.5 20 23 4.5 -2.2
ILCG iShares Morningstar Growth ETF 0.5 4 39 3.8 -2.9
IWP iShares Russell Mid-Cap Growth ETF 0.5 23 20 3.9 -2.7
DFSU Dimensional US Sustainability Core 1 ETF 0.5 18 25 5.4 -1.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.5 24 19 7.8 +1.2
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.5 80 -37 3.2 -3.4
IOO iShares Global 100 ETF 0.5 41 2 4.4 -2.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -17 5.1 -1.5
CGGR Capital Group Growth ETF 0.5 39 4 3.3 -3.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.5 29 14 6.0 -0.6
VXF Vanguard Extended Market ETF 0.4 6 37 4.2 -2.5
VIGI Vanguard International Dividend Appreciation ETF 0.4 15 28 5.6 -1.0
KDIV KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 0.4 68 -25 8.8 +2.2
IMTM iShares MSCI Intl Momentum Factor ETF 0.4 30 13 6.7 +0.1
STXG Strive 1000 Growth ETF 0.4 18 25 3.9 -2.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.4 7 36 6.4 -0.2
FLBR Franklin FTSE Brazil ETF 0.4 19 24 13.6 +7.0
EWZ iShares MSCI Brazil ETF 0.4 58 -15 14.3 +7.7
TRFM AAM Transformers ETF 0.4 49 -6 1.1 -5.5
DUHP Dimensional US High Profitability ETF 0.4 21 22 6.4 -0.2
DFIS Dimensional International Small Cap ETF 0.4 39 4 6.7 +0.0
EFNL iShares MSCI Finland ETF 0.4 56 -13 8.2 +1.5
EV Mast Global Battery Recycling & Production ETF 0.4 65 -22 13.1 +6.5
CHAT Roundhill Generative AI & Technology ETF 0.4 75 -32 2.8 -3.9
NANC Unusual Whales Subversive Democratic Trading ETF 0.4 75 -32 3.4 -3.2
EWO iShares MSCI Austria ETF 0.4 50 -7 13.2 +6.6
SPMO Invesco S&P 500 Momentum ETF 0.4 13 30 3.3 -3.3
AUSF Global X Adaptive U.S. Factor ETF 0.4 27 16 9.1 +2.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.4 42 1 6.4 -0.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.4 58 -15 5.4 -1.2
IQDG WisdomTree International Quality Dividend Growth Fund 0.4 42 1 5.6 -1.0
DFLV Dimensional US Large Cap Value ETF 0.4 22 21 8.0 +1.3
ETHO Etho Climate Leadership U.S. ETF 0.4 47 -4 3.7 -3.0
HLAL Wahed FTSE USA Shariah ETF 0.4 50 -7 4.6 -2.0
GVLU Gotham 1000 Value ETF 0.3 50 -7 7.5 +0.9
EFG iShares MSCI EAFE Growth ETF 0.3 36 7 4.0 -2.6
SMDY Syntax Stratified MidCap ETF 0.3 35 8 6.2 -0.5
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.3 18 25 7.4 +0.8
GINN Goldman Sachs Innovate Equity ETF 0.3 52 -9 2.5 -4.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.2 30 13 7.7 +1.1
GXG Global X MSCI Colombia ETF 0.2 62 -19 15.4 +8.7
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 14 6.9 +0.3
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 28 6.7 +0.1
DMXF iShares ESG Advanced MSCI EAFE ETF 0.2 12 31 5.4 -1.2
IVW iShares S&P 500 Growth ETF 0.2 18 25 4.0 -2.6
SPYG SPDR Portfolio S&P 500 Growth ETF 0.2 4 39 4.2 -2.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 -2 4.2 -2.4
PXH Invesco FTSE RAFI Emerging Markets ETF 0.2 49 -6 12.1 +5.5
IUSG iShares Core S&P U.S. Growth ETF 0.2 4 39 4.2 -2.4
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 18 6.4 -0.2
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.2 58 -15 9.2 +2.5
SDIV Global X Superdividend ETF 0.2 58 -15 17.0 +10.4
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 23 4.2 -2.5
BKF iShares MSCI BIC ETF 0.2 69 -26 6.9 +0.3
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -23 6.8 +0.2
VSLU Applied Finance Valuation Large Cap ETF 0.2 49 -6 5.7 -0.9
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.2 44 -1 10.2 +3.5
EZM WisdomTree U.S. MidCap Fund 0.2 38 5 8.3 +1.6
ESGE iShares ESG Aware MSCI EM ETF 0.2 25 18 7.5 +0.8
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.2 36 7 7.1 +0.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.2 32 11 5.0 -1.6
BKEM BNY Mellon Emerging Markets Equity ETF 0.2 11 32 7.4 +0.8
IEUS iShares MSCI Europe Small-Cap ETF 0.2 42 1 6.1 -0.5
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.2 39 4 12.0 +5.3
SCHE Schwab Emerging Markets Equity ETF 0.2 11 32 7.2 +0.6
STXE Strive Emerging Markets Ex-China ETF 0.2 32 11 6.7 +0.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.2 70 -27 2.2 -4.4
VSGX Vanguard ESG International Stock ETF 0.2 12 31 6.5 -0.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 -6 6.6 -0.1
EEM iShares MSCI Emerging Markets ETF 0.2 69 -26 6.7 +0.1
VWO Vanguard FTSE Emerging Markets ETF 0.2 8 35 6.9 +0.3
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -16 9.2 +2.5
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 -2 8.2 +1.6
LVOL American Century Low Volatility ETF 0.1 29 14 5.1 -1.5
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 13 7.1 +0.5
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 34 7.2 +0.6
VOOG Vanguard S&P 500 Growth ETF 0.1 10 33 4.1 -2.5
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 33 4.8 -1.9
JHEM John Hancock Multifactor Emerging Markets ETF 0.1 49 -6 8.0 +1.4
ECH iShares MSCI Chile ETF 0.1 58 -15 9.9 +3.3
VEGN US Vegan Climate ETF 0.1 60 -17 4.4 -2.3
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 0.1 60 -17 9.9 +3.3
NUEM Nuveen ESG Emerging Markets Equity ETF 0.1 36 7 6.4 -0.2
EDOG ALPS Emerging Sector Dividend Dogs ETF 0.1 60 -17 12.7 +6.1
FEM First Trust Emerging Markets AlphaDEX Fund 0.1 80 -37 14.2 +7.6
FLN First Trust Latin America AlphaDEX Fund 0.1 80 -37 10.8 +4.2
EMGF iShares Emerging Markets Equity Factor ETF 0.1 25 18 8.4 +1.8
EPU iShares MSCI Peru and Global Exposure ETF 0.1 59 -16 5.7 -1.0
FM iShares Frontier and Select EM ETF 0.1 80 -37 8.7 +2.1
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 15 5.9 -0.8
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 26 7.5 +0.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -32 4.3 -2.3
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 8 7.3 +0.7
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.1 20 23 7.1 +0.5
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 13 8.4 +1.8
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 3 6.2 -0.4
DFUV Dimensional US Marketwide Value ETF 0.1 22 21 7.8 +1.2
TEQI T. Rowe Price Equity Income ETF 0.1 54 -11 4.0 -2.6
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 36 7.1 +0.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 5 7.8 +1.2
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.1 24 19 6.7 +0.1
VONG Vanguard Russell 1000 Growth ETF 0.1 8 35 4.4 -2.2
XCEM Columbia EM Core ex-China ETF 0.1 16 27 7.1 +0.4
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 2 7.4 +0.8
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 34 4.7 -1.9
IWF iShares Russell 1000 Growth ETF 0.1 19 24 4.3 -2.3
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 27 7.3 +0.6
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.1 25 18 6.9 +0.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 4 6.8 +0.2
DISV Dimensional International Small Cap Value ETF 0.1 42 1 9.2 +2.6
DFEV Dimensional Emerging Markets Value ETF 0.1 43 0 10.5 +3.9
DFAS Dimensional U.S. Small Cap ETF 0.0 26 17 6.2 -0.5
XC WisdomTree Emerging Markets Ex-China Fund 0.0 32 11 5.9 -0.7
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.0 50 -7 10.1 +3.5
AVEM Avantis Emerging Markets Equity ETF 0.0 33 10 8.6 +2.0
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -7 4.7 -1.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0 19 24 6.4 -0.2
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -9 3.7 -2.9
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -14 3.2 -3.4

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
iShares Global Utilities ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.7 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 43 bp
Equals: ALTAR Score 6.6 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.62 CATEGORY
AVERAGE
1.54
 
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.