iShares Global Utilities ETF
ALTAR
Score™		 6.0% info Recommen-
dation		 OVERWEIGHT
2022E    2023E
P/E
ratio		 18.2x P/Sales
ratio		 2.1x
P/BV
ratio		 2.0x Div.
yield		 3.7%


  • 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) $144
Currency USD
Expense ratio 40 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 67
Wgt avg mkt cap (mns) $40,663
Large cap (>$10bn) 76.8%
Mid cap ($2-10bn) 5.7%
Small cap (<$2bn) 0.0%
Developed mkts 99.0%
Emerging mkts 1.1%

TOP TEN HOLDINGS
NEXTERA ENERGY GROUP 9.6 %
DUKE ENERGY CORP 5.2 %
SOUTHERN CO 4.8 %
IBERDROLA SA 4.4 %
DOMINION RESOURCES INC/VA 3.4 %
SEMPRA ENERGY 3.3 %
NATIONAL GRID PLC 3.3 %
AMERICAN ELECTRIC POWER 3.1 %
ENEL SPA 3.1 %
EXELON CORP 2.8 %
Total 42.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 64.9 %
SPAIN 6.0 %
BRITAIN 5.9 %
ITALY 4.6 %
GERMANY 3.6 %
FRANCE 3.4 %
CANADA 2.9 %
JAPAN 1.9 %
AUSTRALIA 1.1 %
DENMARK 1.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-4.1% -4.2% 7.2% 7.6% 4.7%

Market Correlations
versus... Beta R-squared
S&P500 0.66 57%
MSCI EAFE 0.66 55%
MSCI Emg. Mkts. 0.51 36%

Technical Indicators
Recent close $60.40
30d moving avg. $60.54
Annualized volatility 18.6%
Short interest (ETF) 3.3%
Relative strength (RSI) 44

Liquidity measures
Avg. volume (thou.) 8
Turnover 0.3%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $6,429

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 689 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: 40 bp ALTAR Score™: 6.0%


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
(%)
XLU Utilities Select Sector SPDR Fund 64.9 10 30 6.1 +0.1
FUTY Fidelity MSCI Utilities Index ETF 64.9 8 32 5.9 -0.1
VPU Vanguard Utilities Index Fund 64.9 10 30 5.9 -0.1
IDU iShares U.S. Utilities ETF 64.9 39 1 5.5 -0.5
RYU Invesco S&P 500 Equal Weight Utilities ETF 55.4 40 0 6.8 +0.8
PUI Invesco DWA Utilities Momentum ETF 43.1 60 -20 5.4 -0.6
FXU First Trust Utilities AlphaDEX Fund 38.3 64 -24 6.5 +0.6
IGF iShares Global Infrastructure ETF 37.3 40 0 4.1 -1.9
GII SPDR S&P Global Infrastructure ETF 37.2 40 0 4.1 -1.9
UTES Virtus Reaves Utilities ETF 33.5 49 -9 5.1 -0.9
ECLN First Trust EIP Carbon Impact ETF 31.5 95 -55 3.7 -2.3
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 28.2 45 -5 3.7 -2.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 27.8 65 -25 5.2 -0.8
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 26.6 47 -7 4.8 -1.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 25.5 25 15 6.0 +0.1
SPLV Invesco S&P 500 Low Volatility ETF 25.5 25 15 6.1 +0.1
ALTL Pacer Lunt Large Cap Alternator ETF 25.4 60 -20 5.7 -0.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 24.2 47 -7 6.2 +0.2
GLIF AGFiQ Global Infrastructure ETF 23.7 45 -5 5.3 -0.7
ORFN Constrained Capital ESG Orphans ETF 23.1 75 -35 5.8 -0.2
VCLN Virtus Duff & Phelps Clean Energy ETF 22.9 59 -19 3.1 -2.9
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 22.3 75 -35 3.0 -3.0
EMLP First Trust North American Energy Infrastructure Fund 21.1 95 -55 4.9 -1.1
DVY iShares Select Dividend ETF 20.2 39 1 9.0 +3.0
BLLD JPMorgan Sustainable Infrastructure ETF 20.1 49 -9 4.6 -1.4
TPHD Timothy Plan High Dividend Stock ETF 20.1 52 -12 6.8 +0.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 20.1 52 -12 6.8 +0.9
IFRA iShares U.S. Infrastructure ETF 19.9 30 10 6.3 +0.3
LVHD Legg Mason Low Volatility High Dividend ETF 19.6 27 13 8.0 +2.0
FAN First Trust Global Wind Energy ETF 17.1 62 -22 4.6 -1.4
SMOG VanEck Low Carbon Energy ETF 16.9 55 -15 2.5 -3.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 16.9 60 -20 5.1 -0.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 16.3 35 5 9.6 +3.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 16.3 35 5 9.6 +3.7
KVLE KFA Value Liner Dynamic Core Equity Index ETF 15.4 55 -15 6.9 +0.9
SPVM Invesco S&P 500 Value with Momentum ETF 13.2 39 1 9.1 +3.1
SPYD SPDR S&P 500 High Dividend ETF 13.0 7 33 10.8 +4.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 12.8 30 10 9.3 +3.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 12.6 70 -30 5.6 -0.4
VOE Vanguard Mid-Cap Value Index Fund 12.5 7 33 8.0 +2.0
MBCC Monarch Blue Chips Core ETF 12.2 125 -85 4.0 -2.0
GSFP Goldman Sachs Future Planet Equity ETF 12.0 75 -35 3.8 -2.2
NLR VanEck Uranium+Nuclear Energy ETF 11.7 60 -20 1.5 -4.5
DWX SPDR S&P International Dividend ETF 11.7 45 -5 8.6 +2.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 11.5 39 1 11.3 +5.3
FVD First Trust Value Line Dividend Index Fund 11.1 67 -27 6.4 +0.4
MAGA Point Bridge GOP Stock Tracker ETF 11.0 72 -32 6.3 +0.3
DHS WisdomTree U.S. High Dividend Fund 10.8 38 2 8.3 +2.3
IMCV iShares Morningstar Mid-Cap Value ETF 10.8 6 34 8.1 +2.1
FTA First Trust Large Cap Value AlphaDEX Fund 10.8 59 -19 9.6 +3.6
FLDZ RiverNorth Volition America Patriot ETF 10.3 70 -30 5.6 -0.4
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 10.2 96 -56 5.2 -0.8
ICLN iShares Global Clean Energy ETF 10.1 40 0 2.8 -3.2
FDVV Fidelity Core Dividend ETF 10.1 29 11 7.2 +1.3
LGLV SPDR Russell 1000 Low Volatility ETF 9.8 12 28 5.8 -0.2
TPLC Timothy Plan US Large Cap Core ETF 9.5 52 -12 6.4 +0.4
KGHG KraneShares Global Carbon Transformation ETF 9.3 89 -49 8.8 +2.8
CZA Invesco Zacks Mid-Cap ETF 9.1 69 -29 6.5 +0.5
LVHI Legg Mason International Low Volatility High Dividend ETF 9.0 40 0 10.1 +4.1
SOLR SmartETFs Sustainable Energy II Fund 8.8 79 -39 3.6 -2.4
HDEF Xtrackers MSCI EAFE High Dividend Yield Hedged Equity ETF 8.7 20 20 9.2 +3.2
GRZZ Grizzle Growth ETF 8.6 75 -35 7.8 +1.8
TEMP JPMorgan Climate Change Solutions ETF 8.4 49 -9 4.4 -1.6
HDV iShares Core High Dividend ETF 8.4 8 32 8.7 +2.7
OCEN IQ Clean Oceans ETF 8.3 45 -5 6.7 +0.7
CID VictoryShares Intl High Dividend Volatility Wtd Index ETF 8.3 45 -5 9.7 +3.7
FBCV Fidelity Blue Chip Value ETF 8.3 59 -19 7.3 +1.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.3 18 22 8.3 +2.3
DIV Global X SuperDividend US ETF 8.2 45 -5 6.7 +0.7
SDOG ALPS Sector Dividend Dogs ETF 8.1 40 0 9.6 +3.6
USMV iShares Edge MSCI Min Vol USA ETF 8.0 15 25 6.3 +0.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 8.0 18 22 6.4 +0.5
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 7.9 20 20 8.0 +2.0
CNRG SPDR S&P Kensho Clean Power ETF 7.9 45 -5 0.7 -5.3
IWS iShares Russell Mid-Cap Value ETF 7.8 23 17 7.0 +1.0
PEY Invesco High Yield Equity Dividend Achievers ETF 7.7 53 -13 8.7 +2.8
JEPI JPMorgan Equity Premium Income ETF 7.6 35 5 5.9 -0.1
IDV iShares International Select Dividend ETF 7.6 49 -9 13.9 +7.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 7.3 63 -23 4.3 -1.7
CFA VictoryShares US 500 Volatility Weighted Index ETF 7.2 35 5 7.0 +1.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 7.2 24 16 8.4 +2.4
SPMV Invesco S&P 500 Minimum Variance ETF 7.1 10 30 6.3 +0.3
QLV FlexShares US Quality Low Volatility Index Fund 7.1 22 18 6.2 +0.2
SIXL 6 Meridian Low Beta Equity Strategy ETF 7.1 82 -42 6.3 +0.4
SPMO Invesco S&P 500 Momentum ETF 7.0 13 27 6.4 +0.4
DTH WisdomTree International High Dividend Fund 7.0 58 -18 9.7 +3.7
WWJD Inspire International ESG ETF 6.9 69 -29 6.7 +0.7
SPDV AAM S&P 500 High Dividend Value ETF 6.9 29 11 11.3 +5.3
IGRO iShares International Dividend Growth ETF 6.7 15 25 9.1 +3.1
IDHD Invesco S&P Intl Developed High Dividend Low Volatility ETF 6.7 30 10 7.5 +1.5
FEX First Trust Large Cap Core AlphaDEX Fund 6.7 59 -19 7.4 +1.4
SCHY Schwab International Dividend Equity ETF 6.7 14 26 8.9 +2.9
VO Vanguard Mid-Cap Index Fund 6.6 4 36 6.3 +0.3
ACWV iShares MSCI Global Min Vol Factor ETF 6.6 20 20 7.0 +1.0
VYM Vanguard High Dividend Yield Index ETF 6.5 6 34 8.0 +2.0
FDL First Trust Morningstar Dividend Leaders Index Fund 6.5 45 -5 9.5 +3.5
IMCB iShares Morningstar Mid-Cap ETF 6.4 4 36 6.4 +0.4
DEW WisdomTree Global High Dividend Fund 6.4 58 -18 9.7 +3.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.4 4 36 6.4 +0.4
NTZG Nuveen Global Net Zero Transition ETF 6.3 55 -15 5.6 -0.4
ESGS Columbia Sustainable U.S. Equity Income ETF 6.2 35 5 7.6 +1.6
DEIF Sterling Capital Diverse Multi-Manager Active ETF 6.2 65 -25 7.2 +1.2
KLCD KFA Large Cap Quality Dividend Index ETF 6.2 40 0 7.4 +1.4
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 6.2 32 8 6.3 +0.3
ESGN Columbia Sustainable International Equity Income ETF 6.1 45 -5 7.8 +1.8
VRAI Virtus Real Asset Income ETF 6.1 55 -15 7.2 +1.2
VWID Virtus WMC International Dividend ETF 6.1 49 -9 9.1 +3.1
SSPY Syntax Stratified LargeCap ETF 6.0 30 10 7.1 +1.1
ONEY SPDR Russell 1000 Yield Focus ETF 6.0 20 20 10.1 +4.1
DGRO iShares Core Dividend Growth ETF 6.0 8 32 7.7 +1.7
EWP iShares MSCI Spain ETF 6.0 50 -10 7.4 +1.4
EQAL Invesco Russell 1000 Equal Weight ETF 5.9 20 20 6.4 +0.5
PZLD Puzzle Divdend Leaders 5.9 10 30 6.8 +0.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.9 60 -20 5.4 -0.6
TPIF Timothy Plan International ETF 5.9 62 -22 6.7 +0.7
EZU iShares MSCI Eurozone ETF 5.8 50 -10 6.2 +0.2
EFAV iShares Edge MSCI Min Vol EAFE ETF 5.8 20 20 5.9 -0.1
RSP Invesco S&P 500 Equal Weight ETF 5.7 20 20 6.6 +0.7
FPX First Trust US IPO Index Fund 5.7 57 -17 1.8 -4.2
JPIN JPMorgan Diversified Return International Equity ETF 5.7 37 3 8.7 +2.7
FAB First Trust Multi Cap Value AlphaDEX Fund 5.7 69 -29 10.7 +4.7
VOOV Vanguard S&P 500 Value ETF 5.7 10 30 6.8 +0.9
CLNR IQ Cleaner Transport ETF 5.7 45 -5 7.2 +1.2
IVE iShares S&P 500 Value ETF 5.7 18 22 6.7 +0.8
VTV Vanguard Value Index Fund 5.7 4 36 7.7 +1.8
SPYV SPDR Portfolio S&P 500 Value ETF 5.7 4 36 6.9 +0.9
DLN WisdomTree U.S. LargeCap Dividend Fund 5.6 28 12 7.2 +1.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 5.6 15 25 7.8 +1.8
NUDV Nuveen ESG Dividend ETF 5.5 25 15 7.7 +1.7
OEUR ALPS O'shares Europe Quality Dividend ETF 5.5 48 -8 7.1 +1.1
YPS Arrow Reverse Cap 500 ETF 5.4 29 11 6.4 +0.4
BKUS BNY Mellon Sustainable US Equity ETF 5.4 60 -20 5.7 -0.3
BLES Inspire Global Hope Large Cap ETF 5.4 49 -9 6.4 +0.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 5.4 52 -12 7.9 +1.9
VNSE Natixis Vaughan Nelson Select ETF 5.3 80 -40 4.0 -2.0
EFV iShares MSCI EAFE Value ETF 5.3 35 5 8.7 +2.7
IUSV iShares Core S&P U.S. Value ETF 5.3 4 36 7.0 +1.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.3 20 20 8.0 +2.0
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 5.3 47 -7 6.5 +0.5
SDY SPDR S&P Dividend ETF 5.3 35 5 6.9 +0.9
VONV Vanguard Russell 1000 Value Index Fund 5.3 8 32 7.4 +1.4
IWD iShares Russell 1000 Value ETF 5.3 18 22 7.3 +1.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.2 15 25 6.8 +0.8
REVS Columbia Research Enhanced Value ETF 5.2 19 21 9.1 +3.1
DTD WisdomTree U.S.Total Dividend Fund 5.2 28 12 7.4 +1.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.2 9 31 6.5 +0.5
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 5.2 24 16 8.2 +2.2
BECO BlackRock Future Climate and Sustainable Economy ETF 5.1 70 -30 4.9 -1.1
IDOG ALPS International Sector Dividend Dogs ETF 5.1 50 -10 10.2 +4.3
IWR iShares Russell Midcap ETF 5.1 18 22 6.1 +0.1
JAVA JPMorgan Active Value ETF 5.1 44 -4 6.7 +0.7
HAP VanEck Natural Resources ETF 5.1 49 -9 7.6 +1.7
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 5.0 20 20 10.7 +4.7
IDLV Invesco S&P International Developed Low Volatility ETF 5.0 25 15 6.1 +0.1
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 5.0 35 5 7.8 +1.8
FEUZ First Trust Eurozone AlphaDEX ETF 5.0 80 -40 7.5 +1.5
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 5.0 17 23 8.0 +2.1
FUNL CornerCap Fundametrics Large-Cap ETF 5.0 50 -10 8.3 +2.3
DOL WisdomTree International LargeCap Dividend Fund 4.9 48 -8 8.3 +2.3
SCHV Schwab U.S. Large-Cap Value ETF 4.9 4 36 7.5 +1.5
DWMF WisdomTree International Multifactor Fund 4.8 38 2 9.2 +3.3
ZECP Zacks Earnings Consistent Portfolio ETF 4.8 55 -15 6.5 +0.5
ILCV iShares Morningstar Value ETF 4.8 4 36 7.6 +1.6
NULV Nuveen ESG Large-Cap Value ETF 4.7 25 15 8.1 +2.1
DIVZ TrueShares Low Volatility Equity Income ETF 4.6 65 -25 10.6 +4.6
SIZE iShares MSCI USA Size Factor ETF 4.6 15 25 5.9 -0.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4.6 39 1 7.8 +1.8
JHMM John Hancock Multifactor Mid Cap ETF 4.6 41 -1 7.3 +1.3
EUSA iShares MSCI USA Equal Weighted ETF 4.6 9 31 6.2 +0.2
DEF Invesco Defensive Equity ETF 4.6 55 -15 6.3 +0.3
FLIY Franklin FTSE Italy ETF 4.5 9 31 8.9 +2.9
EWI iShares MSCI Italy ETF 4.5 50 -10 8.3 +2.3
PFM Invesco Dividend Achievers ETF 4.5 53 -13 6.4 +0.4
SNPV Xtrackers S&P ESG Value ETF 4.5 15 25 7.3 +1.3
CIL VictoryShares International Volatility Weighted Index ETF 4.5 45 -5 7.1 +1.1
IQIN IQ 500 International ETF 4.5 25 15 7.5 +1.5
PRF Invesco FTSE RAFI US 1000 ETF 4.5 39 1 7.6 +1.6
QDEF FlexShares Quality Dividend Defensive Index Fund 4.4 37 3 7.7 +1.7
IDMO Invesco S&P International Developed Momentum ETF 4.4 25 15 7.9 +1.9
VNMC Natixis Vaughan Nelson Mid Cap ETF 4.4 85 -45 6.9 +0.9
PWV Invesco Dynamic Large Cap Value ETF 4.3 58 -18 8.1 +2.1
AFLG First Trust Active Factor Large Cap ETF 4.3 55 -15 7.4 +1.4
CGDV Capital Group Dividend Value ETF 4.3 33 7 6.6 +0.7
WDIV SPDR Global Dividend ETF 4.3 40 0 9.4 +3.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.3 35 5 6.5 +0.5
DRLL Strive U.S. Energy ETF 4.2 41 -1 5.3 -0.7
PIO Invesco Global Water ETF 4.2 75 -35 4.6 -1.4
CGW Invesco S&P Global Water Index ETF 4.2 57 -17 4.2 -1.8
EBLU Ecofin Global Water ESG Fund 4.2 40 0 4.0 -2.0
EFAS Global X MSCI SuperDividend EAFE ETF 4.2 55 -15 10.8 +4.8
DWM WisdomTree International Equity Fund 4.2 48 -8 8.2 +2.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 4.2 40 0 8.4 +2.4
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 4.2 30 10 8.2 +2.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 4.2 12 28 6.5 +0.5
WKLY SoFi Weekly Dividend ETF 4.2 49 -9 8.4 +2.4
GBUY Goldman Sachs Future Consumer Equity ETF 4.1 75 -35 3.1 -2.9
MGV Vanguard Mega Cap Value ETF 4.1 7 33 7.7 +1.7
SPXT ProShares S&P 500 Ex-Technology ETF 4.1 27 13 6.5 +0.5
SAMT Strategas Macro Thematic Opportunities ETF 4.1 65 -25 3.9 -2.1
JHML John Hancock Multifactor Large Cap ETF 4.1 29 11 6.6 +0.6
JIRE JPMorgan International Research Enhanced Equity ETF 4.0 24 16 7.2 +1.2
IEV iShares Europe ETF 4.0 58 -18 6.4 +0.4
IWX iShares Russell Top 200 Value ETF 4.0 20 20 7.4 +1.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4.0 75 -35 6.4 +0.4
JHMD John Hancock Multifactor Developed International ETF 4.0 39 1 7.6 +1.6
DBEU Xtrackers MSCI Europe Hedged Equity ETF 4.0 46 -6 6.9 +0.9
IVRA Invesco Real Assets ESG ETF 4.0 59 -19 5.9 -0.1
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 3.9 80 -40 6.0 +0.0
EQWL Invesco Russell Top 200 Equal Weight ETF 3.9 25 15 7.3 +1.3
FLEH Franklin FTSE Europe Hedged ETF 3.9 9 31 8.9 +2.9
QUS SPDR MSCI USA StrategicFactors ETF 3.9 15 25 6.9 +0.9
FIDI Fidelity International High Dividend ETF 3.8 39 1 9.6 +3.6
DURA VanEck Morningstar Durable Dividend ETF 3.8 29 11 8.6 +2.6
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 3.8 35 5 4.0 -2.0
FLEE Franklin FTSE Europe ETF 3.8 9 31 7.1 +1.1
FID First Trust S&P International Dividend Aristocrats ETF 3.8 60 -20 8.9 +2.9
IWTR iShares MSCI Water Management Multisector ETF 3.8 47 -7 4.5 -1.5
BBEU JPMorgan BetaBuilders Europe ETF 3.8 9 31 7.0 +1.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.8 57 -17 5.8 -0.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 3.8 45 -5 7.9 +1.9
EWU iShares MSCI United Kingdom ETF 3.8 50 -10 7.8 +1.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.8 35 5 5.9 -0.1
GVAL Cambria Global Value ETF 3.7 71 -31 11.5 +5.5
NACP Impact Shares NAACP Minority Empowerment ETF 3.7 49 -9 6.4 +0.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 3.7 29 11 9.3 +3.3
CGUS Capital Group Core Equity ETF 3.7 33 7 6.3 +0.3
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 3.7 29 11 7.8 +1.8
EFRA iShares Environmental Infrastructure and Industrials ETF 3.7 47 -7 4.4 -1.6
DGT SPDR Global Dow ETF 3.6 50 -10 7.4 +1.5
QWLD SPDR MSCI World StrategicFactors ETF 3.6 30 10 7.0 +1.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.6 25 15 7.3 +1.3
AUSF Global X Adaptive U.S. Factor ETF 3.6 27 13 6.8 +0.8
FGM First Trust Germany AlphaDEX Fund 3.6 80 -40 9.5 +3.5
DXGE WisdomTree Germany Hedged Equity Fund 3.6 48 -8 9.3 +3.3
FLGR Franklin FTSE Germany ETF 3.6 9 31 7.4 +1.5
DBGR Xtrackers MSCI Germany Hedged Equity ETF 3.6 45 -5 7.1 +1.1
DAX Global X DAX Germany ETF 3.6 20 20 6.8 +0.8
EWG iShares MSCI Germany ETF 3.6 50 -10 6.8 +0.8
ACSI American Customer Satisfaction Core Alpha ETF 3.6 65 -25 4.7 -1.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 3.5 25 15 7.0 +1.0
SPXV ProShares S&P 500 Ex-Health Care ETF 3.5 27 13 5.9 -0.1
ONEO SPDR Russell 1000 Momentum Focus ETF 3.5 20 20 8.4 +2.4
YLDE ClearBridge Dividend Strategy ESG ETF 3.5 59 -19 6.4 +0.4
ICAP InfraCap Equity Income Fund ETF 3.5 80 -40 9.2 +3.3
IEUR iShares Core MSCI Europe ETF 3.5 9 31 6.7 +0.7
SPXN ProShares S&P 500 Ex-Financials ETF 3.5 27 13 6.2 +0.2
ROUS Hartford Multifactor US Equity ETF 3.5 19 21 8.1 +2.2
QLC FlexShares US Quality Large Cap Index Fund 3.5 25 15 7.2 +1.2
EUDV ProShares MSCI Europe Dividend Growers ETF 3.5 56 -16 5.8 -0.2
STLV iShares Factors US Value Style ETF 3.5 25 15 9.7 +3.7
RDMX SPDR Bloomberg SASB Developed Markets EX US ESG Select ETF 3.5 12 28 7.3 +1.3
FLGB Franklin FTSE United Kingdom ETF 3.5 9 31 8.2 +2.3
ISZE iShares Edge MSCI Intl Size Factor ETF 3.4 30 10 6.4 +0.4
FNDF Schwab Fundamental International Large Co. Index ETF 3.4 25 15 8.5 +2.6
FEZ SPDR EURO STOXX 50 ETF 3.4 29 11 13.5 +7.5
SPEU SPDR Portfolio Europe ETF 3.4 9 31 6.6 +0.7
BOUT Innovator IBD Breakout Opportunities ETF 3.4 80 -40 5.4 -0.6
FNDX Schwab Fundamental U.S. Large Co. Index ETF 3.4 25 15 7.7 +1.7
FEP First Trust Europe AlphaDEX Fund 3.4 80 -40 8.0 +2.0
ISDX Invesco RAFI Strategic Developed ex-US ETF 3.4 23 17 7.8 +1.8
QEFA SPDR MSCI EAFE Quality Mix ETF 3.3 30 10 6.8 +0.8
PWB Invesco Dynamic Large Cap Growth ETF 3.3 56 -16 4.3 -1.7
RNDM First Trust Developed International Equity Select ETF 3.3 65 -25 6.3 +0.3
PAVE Global X U.S. Infrastructure Development ETF 3.3 47 -7 7.0 +1.0
QVML Invesco S&P 500 QVM Multi-factor ETF 3.2 11 29 6.6 +0.6
PXUS Principal International Adaptive Multi-Factor ETF 3.2 24 16 7.4 +1.4
FDEV Fidelity Targeted International Factor ETF 3.2 39 1 7.1 +1.2
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 3.2 15 25 6.5 +0.5
SPXE ProShares S&P 500 Ex-Energy ETF 3.2 27 13 6.3 +0.3
VLU SPDR S&P 1500 Value Tilt ETF 3.2 12 28 8.2 +2.2
VGK Vanguard FTSE Europe ETF 3.2 8 32 6.8 +0.8
AILV Alpha Intelligent - Large Cap Value ETF 3.1 85 -45 6.6 +0.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.1 20 20 19.2 +13.2
FNDB Schwab Fundamental U.S. Broad Market Index ETF 3.1 25 15 7.6 +1.6
SDEI Sound Equity Income ETF 3.1 45 -5 9.9 +3.9
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3.1 17 23 6.7 +0.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.1 9 31 7.0 +1.0
RESD WisdomTree International ESG Fund 3.1 30 10 7.0 +1.0
CATH Global X S&P 500 Catholic Values Custom ETF 3.0 29 11 6.1 +0.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.0 75 -35 7.0 +1.0
IVV iShares Core S&P 500 ETF 3.0 3 37 6.4 +0.4
VOO VANGUARD S&P 500 ETF 3.0 3 37 6.4 +0.4
VALQ American Century STOXX U.S. Quality Value ETF 3.0 29 11 10.3 +4.3
FLV American Century Focused Large Cap Value ETF 3.0 42 -2 7.3 +1.3
SPY SPDR S&P 500 ETF Trust 3.0 9 31 6.4 +0.4
NZRO Strategy Shares Halt Climate Change ETF 3.0 95 -55 1.9 -4.1
NUMV Nuveen ESG Mid-Cap Value ETF 3.0 30 10 8.9 +2.9
SPLG SPDR Portfolio S&P 500 ETF 3.0 3 37 6.4 +0.4
LRGF iShares Edge MSCI Multifactor USA ETF 3.0 8 32 7.2 +1.2
EFA iShares MSCI EAFE ETF 3.0 32 8 6.7 +0.7
ADME Aptus Drawdown Managed Equity ETF 3.0 79 -39 5.6 -0.4
TOK iShares MSCI Kokusai ETF 3.0 25 15 6.5 +0.5
IQDE FlexShares International Quality Dividend Defensive Index ET 3.0 47 -7 8.7 +2.7
AQWA Global X Clean Water ETF 3.0 50 -10 4.9 -1.1
KOKU Xtrackers MSCI Kokusai Equity ETF 3.0 9 31 6.6 +0.7
DON WisdomTree U.S. MidCap Dividend Fund 3.0 38 2 8.5 +2.5
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 3.0 35 5 8.0 +2.0
IUSA Amberwave Invest USA JSG Fund 2.9 67 -27 6.8 +0.8
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 2.9 35 5 6.7 +0.7
FIVA Fidelity International Value Factor ETF 2.9 39 1 9.7 +3.7
VYMI Vanguard International High Dividend Yield ETF 2.9 22 18 10.0 +4.0
VIG Vanguard Dividend Appreciation Index Fund 2.9 6 34 6.6 +0.6
RNDV US Equity Dividend Select ETF 2.9 50 -10 9.1 +3.2
BNE Blue Horizon BNE ETF 2.9 87 -47 3.7 -2.3
ESGD iShares MSCI EAFE ESG Optimized ETF 2.9 20 20 6.6 +0.6
FLLV Franklin Liberty U.S. Low Volatility ETF 2.9 29 11 6.4 +0.4
FMIL Fidelity New Millennium ETF 2.9 59 -19 6.7 +0.7
EFAD ProShares MSCI EAFE Dividend Growers ETF 2.9 51 -11 5.7 -0.3
VV Vanguard Large-Cap Index Fund 2.9 4 36 6.3 +0.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.9 2 38 6.3 +0.3
STRV Strive 500 ETF 2.9 5 35 6.3 +0.3
HFXI IQ 50 Percent Hedged FTSE International ETF 2.9 20 20 7.4 +1.4
IVLU iShares Edge MSCI Intl Value Factor ETF 2.9 30 10 10.4 +4.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.9 7 33 6.3 +0.3
VOTE Engine No. 1 Transform 500 ETF 2.8 5 35 6.3 +0.3
URTH iShares MSCI World ETF 2.8 24 16 6.6 +0.6
EGIS 2nd Vote Society Defended ETF 2.8 75 -35 7.3 +1.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.8 20 20 6.1 +0.1
BKIE BNY Mellon International Equity ETF 2.8 4 36 7.4 +1.4
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 2.8 14 26 6.5 +0.6
SHE SPDR SSGA Gender Diversity Index ETF 2.8 20 20 6.5 +0.5
FDMO Fidelity Momentum Factor ETF 2.8 29 11 6.0 -0.0
PBUS Invesco PureBeta MSCI USA ETF 2.8 4 36 6.3 +0.3
KOCG FIS Knights of Columbus Global Belief ETF 2.8 75 -35 7.8 +1.8
ILCB iShares Morningstar U.S. Equity ETF 2.8 3 37 6.3 +0.3
DIM WisdomTree International MidCap Dividend Fund 2.8 58 -18 8.6 +2.6
EWQ iShares MSCI France ETF 2.8 50 -10 5.9 -0.1
IQLT iShares Edge MSCI Intl Quality Factor ETF 2.8 30 10 7.2 +1.2
FDLO Fidelity Low Volatility Factor ETF 2.8 29 11 6.1 +0.1
AVUS Avantis U.S. Equity ETF 2.8 15 25 7.0 +1.0
GSID Goldman Sachs MarketBeta International Equity ETF 2.8 20 20 7.0 +1.0
DIVB iShares Core Dividend 2.8 5 35 8.1 +2.1
YALL God Bless America ETF 2.8 65 -25 4.5 -1.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.7 38 2 7.0 +1.0
FLFR Franklin FTSE France ETF 2.7 9 31 6.4 +0.4
SCHX Schwab U.S. Large-Cap ETF 2.7 3 37 6.3 +0.3
VONE Vanguard Russell 1000 ETF 2.7 8 32 6.2 +0.2
IWB iShares Russell 1000 ETF 2.7 15 25 6.1 +0.2
SPTM SPDR Portfolio Total Stock Market ETF 2.7 3 37 6.5 +0.5
FDRR Fidelity Dividend ETF for Rising Rates 2.7 29 11 8.0 +2.1
RNLC Large Cap US Equity Select ETF 2.7 60 -20 7.2 +1.2
IYY iShares Dow Jones U.S. ETF 2.7 20 20 6.1 +0.1
DFUS Dimensional U.S. Equity ETF 2.7 11 29 6.3 +0.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.7 11 29 6.2 +0.2
DFAU Dimensional US Core Equity Market ETF 2.7 12 28 6.4 +0.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.7 60 -20 8.3 +2.3
FDD First Trust Stoxx European Select Dividend Index Fund 2.6 58 -18 11.3 +5.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.6 20 20 7.5 +1.5
SCHK Schwab 1000 Index ETF 2.6 5 35 6.2 +0.3
RWL Invesco S&P 500 Revenue ETF 2.6 39 1 7.3 +1.3
PBDM Invesco PureBeta FTSE Developed ex-North America ETF 2.6 7 33 7.1 +1.1
RECS Columbia Research Enhanced Core ETF 2.6 15 25 7.3 +1.3
VTI Vanguard Total Stock Market Index Fund 2.6 3 37 6.0 -0.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.6 46 -6 7.5 +1.5
SCHF Schwab International Equity ETF 2.6 6 34 7.4 +1.4
AVDE Avantis International Equity ETF 2.6 23 17 8.0 +2.0
KRMA Global X Conscious Companies ETF 2.6 43 -3 6.5 +0.5
IWV iShares Russell 3000 ETF 2.6 20 20 5.9 -0.1
VTHR Vanguard Russell 3000 Index Fund 2.6 10 30 6.0 +0.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.6 3 37 6.0 -0.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 2.5 20 20 7.0 +1.0
IEFA iShares Core MSCI EAFE ETF 2.5 7 33 6.7 +0.7
VLUE iShares MSCI USA Value Factor ETF 2.5 15 25 12.5 +6.5
QDIV Global X S&P 500 Quality Dividend ETF 2.5 20 20 9.0 +3.0
ACWI iShares MSCI ACWI ETF 2.5 32 8 6.6 +0.6
SFY SoFi Select 500 ETF 2.5 0 40 6.4 +0.4
EPS WisdomTree U.S. Earnings 500 Fund 2.5 8 32 7.7 +1.7
EQUL IQ Engender Equality ETF 2.5 45 -5 7.3 +1.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 2.5 25 15 7.7 +1.7
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.5 45 -5 1.1 -4.9
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 2.5 20 20 13.3 +7.3
IDEV iShares Core MSCI International Developed Markets ETF 2.5 4 36 6.8 +0.8
SCHB Schwab U.S. Broad Market ETF 2.5 3 37 6.1 +0.1
NUDM Nuveen ESG International Developed Markets Equity ETF 2.5 30 10 7.4 +1.4
RESP WisdomTree US ESG Fund of Benef Interest 2.5 28 12 7.5 +1.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.5 14 26 6.4 +0.4
FVAL Fidelity Value Factor ETF 2.5 29 11 9.8 +3.8
AIVI WisdomTree International AI Enhanced Value Fund 2.5 58 -18 8.6 +2.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.5 15 25 6.0 +0.0
JIDA JPMorgan ActiveBuilders International Equity ETF 2.4 25 15 7.4 +1.4
IQSI IQ Candriam ESG International Equity ETF 2.4 15 25 6.8 +0.9
EWC iShares MSCI Canada ETF 2.4 50 -10 7.7 +1.7
JVAL JPMorgan U.S. Value Factor ETF 2.4 12 28 9.2 +3.2
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 2.4 45 -5 7.4 +1.4
ESGU iShares MSCI USA ESG Optimized ETF 2.4 15 25 6.3 +0.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.4 52 -12 6.2 +0.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.4 15 25 6.8 +0.8
BBCA JPMorgan BetaBuilders Canada ETF 2.4 19 21 7.8 +1.8
DFAI Dimensional International Core Equity Market ETF 2.4 18 22 6.6 +0.7
PWC Invesco Dynamic Market ETF 2.4 60 -20 7.4 +1.4
VFMV Vanguard U.S. Minimum Volatility ETF 2.4 13 27 6.8 +0.8
ACVF American Conservative Values ETF 2.3 75 -35 5.5 -0.5
SDGS Newday Sustainable Development Equity ETF 2.3 75 -35 6.0 +0.0
MTUM iShares MSCI USA Momentum Factor ETF 2.3 15 25 6.5 +0.5
NULC Nuveen ESG Large-Cap ETF 2.3 20 20 6.2 +0.2
SPDW SPDR Portfolio Developed World ex-US ETF 2.3 4 36 6.7 +0.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.2 65 -25 9.4 +3.4
IQDF FlexShares International Quality Dividend Index Fund 2.2 47 -7 10.2 +4.2
CWI SPDR MSCI ACWI ex-US ETF 2.2 30 10 7.2 +1.2
PDP Invesco DWA Momentum ETF 2.2 62 -22 5.1 -0.9
VT Vanguard Total World Stock ETF 2.2 7 33 6.7 +0.7
VEA Vanguard FTSE Developed Markets ETF 2.2 5 35 7.1 +1.1
RAYD Rayliant Quantitative Developed Market Equity ETF 2.2 80 -40 9.2 +3.2
VSDA VictoryShares Dividend Accelerator ETF 2.2 35 5 6.8 +0.8
GK AdvisorShares Gerber Kawasaki ETF 2.2 81 -41 5.2 -0.8
WOMN Impact Shares YWCA Women's Empowerment ETF 2.2 75 -35 6.7 +0.7
WLDR Affinity World Leaders Equity ETF 2.2 67 -27 9.2 +3.3
HAPY Harbor Corporate Culture Leaders ETF 2.2 36 4 2.8 -3.2
UIVM VictoryShares USAA MSCI International Value Momentum ETF 2.2 35 5 8.9 +2.9
FDWM Fidelity Women's Leadership ETF 2.2 59 -19 6.1 +0.1
ACWX iShares MSCI ACWI ex U.S. ETF 2.1 32 8 7.2 +1.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 2.1 41 -1 8.1 +2.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.1 9 31 6.3 +0.4
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.1 25 15 6.5 +0.5
BKIS BNY Mellon Sustainable International Equity ETF 2.1 70 -30 5.4 -0.6
MGC Vanguard Mega Cap Index Fund 2.1 7 33 6.3 +0.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.0 12 28 6.3 +0.3
GCOW Pacer Global High Dividend ETF 2.0 60 -20 12.2 +6.2
VDNI V-Shares US Leadership Diversity ETF 2.0 29 11 6.8 +0.8
SCHM Schwab U.S. Mid-Cap ETF 2.0 4 36 6.1 +0.1
FSST Fidelity Sustainability U.S. Equity ETF 2.0 59 -19 6.1 +0.1
INTF iShares Edge MSCI Multifactor Intl ETF 2.0 15 25 8.1 +2.1
INNO Harbor Disruptive Innovation ETF 2.0 75 -35 -3.6 -9.6
QDF FlexShares Quality Dividend Index Fund 2.0 37 3 8.0 +2.0
FLRG Fidelity U.S. Multifactor ETF 2.0 29 11 8.3 +2.3
IDLB Invesco FTSE International Low Beta Equal Weight ETF 2.0 45 -5 7.0 +1.0
RNRG Global X Renewable Energy Producers ETF 1.9 65 -25 2.8 -3.2
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 34 4.7 -1.3
FQAL Fidelity Quality Factor ETF 1.9 29 11 7.5 +1.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.9 64 -24 7.5 +1.5
FPAG FPA Global Equity ETF 1.9 49 -9 6.4 +0.5
IWL iShares Russell Top 200 ETF 1.9 15 25 6.2 +0.2
DIHP Dimensional International High Profitability ETF 1.9 29 11 7.7 +1.7
RODE Hartford Multifactor Diversified International ETF 1.9 29 11 12.6 +6.6
USMF WisdomTree U.S. Multifactor Fund 1.9 28 12 8.3 +2.3
JMOM JPMorgan U.S. Momentum Factor ETF 1.8 12 28 6.5 +0.5
FEMA Procure Disaster Recovery Strategy ETF 1.8 75 -35 5.0 -1.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.8 20 20 6.8 +0.8
FDT First Trust Developed Markets ex-US Alphadex Fund 1.8 80 -40 9.2 +3.2
BIBL Inspire ETF 1.8 35 5 5.4 -0.6
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 1.8 35 5 7.4 +1.4
PHO Invesco Water Resources ETF 1.8 60 -20 4.2 -1.8
FIW First Trust Water ETF 1.8 53 -13 3.9 -2.1
VEU Vanguard FTSE All-World ex-US Index Fund 1.8 7 33 7.4 +1.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.8 0 40 6.3 +0.3
CSD Invesco S&P Spin-Off ETF 1.8 65 -25 8.2 +2.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.8 49 -9 7.8 +1.8
AIEQ AI Powered Equity ETF 1.8 75 -35 -1.8 -7.8
IXUS ishares Core MSCI Total International Stock ETF 1.8 7 33 7.1 +1.1
FLCA Franklin FTSE Canada ETF 1.8 9 31 8.5 +2.5
TPYP Tortoise North American Pipeline Fund 1.8 40 0 4.6 -1.4
SNPE Xtrackers S&P 500 ESG ETF 1.8 10 30 6.5 +0.6
XVV iShares ESG Screened S&P 500 ETF 1.7 8 32 6.4 +0.4
GVIP Goldman Sachs Hedge Industry VIP ETF 1.7 45 -5 5.0 -1.0
FKU First Trust United Kingdom AlphaDEX Fund 1.7 80 -40 9.1 +3.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.7 29 11 7.7 +1.7
RPV Invesco S&P 500 Pure Value ETF 1.7 35 5 9.7 +3.7
SDG iShares Sustainable MSCI Global Impact ETF 1.7 49 -9 8.6 +2.6
PBD Invesco Global Clean Energy ETF 1.7 75 -35 -1.7 -7.7
VXUS Vanguard Total International Stock ETF 1.7 7 33 7.3 +1.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.7 15 25 13.8 +7.8
RPG Invesco S&P 500 Pure Growth ETF 1.7 35 5 7.7 +1.7
OEF iShares S&P 100 ETF 1.7 20 20 6.3 +0.3
KOIN Innovation Shares NextGen Protocol ETF 1.7 75 -35 8.9 +2.9
IMTM iShares Edge MSCI Intl Momentum Factor ETF 1.6 30 10 7.5 +1.5
EWJV iShares MSCI Japan Value ETF 1.6 15 25 8.6 +2.6
JZRO Janus Henderson Net Zero Transition Resources ETF 1.6 60 -20 6.6 +0.6
PID Invesco International Dividend Achievers ETF 1.6 56 -16 8.3 +2.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.6 39 1 7.1 +1.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.6 57 -17 12.7 +6.7
TMDV ProShares Russell US Dividend Growers ETF 1.6 36 4 6.2 +0.2
ESGG FlexShares STOXX Global ESG Impact Index Fund 1.6 42 -2 6.6 +0.6
KOMP SPDR Kensho New Economies Composite ETF 1.6 20 20 0.7 -5.3
RFDI First Trust Riverfront Dynamic Developed International ETF 1.5 83 -43 11.0 +5.0
EPP iShares MSCI Pacific ex-Japan ETF 1.5 47 -7 5.2 -0.8
QUAL iShares MSCI Usa Quality Factor ETF 1.5 15 25 7.4 +1.4
AHOY Newday Ocean Health ETF 1.5 75 -35 5.9 -0.1
FJP First Trust Japan AlphaDEX Fund 1.5 80 -40 12.0 +6.0
DFIC Dimensional International Core Equity 2 ETF 1.5 23 17 7.0 +1.1
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF 1.5 19 21 5.6 -0.4
IVLC Invesco US Large Cap Core ESG ETF 1.5 48 -8 6.0 +0.0
IQSU IQ Candriam ESG US Equity ETF 1.5 9 31 6.0 0.0
QINT American Century Quality Diversified International ETF 1.5 39 1 8.7 +2.7
RFEU First Trust Riverfront Dynamic Europe ETF 1.4 83 -43 8.0 +2.0
JQUA JPMorgan U.S. Quality Factor ETF 1.4 12 28 6.9 +0.9
KDIV KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 1.4 69 -29 9.3 +3.3
MVPS Amplify Thematic All-Stars ETF 1.4 49 -9 2.4 -3.6
DFAC Dimensional U.S. Core Equity 2 ETF 1.4 19 21 6.8 +0.8
IUS Invesco Strategic US ETF 1.4 19 21 7.7 +1.7
QQQM Invesco NASDAQ 100 ETF 1.3 15 25 6.5 +0.5
QQQ Invesco QQQ Trust 1.3 20 20 6.1 +0.1
SFYX Sofi Next 500 ETF 1.3 0 40 6.0 +0.0
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.3 47 -7 9.5 +3.5
MOAT VanEck Morningstar Wide Moat ETF 1.3 47 -7 6.1 +0.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.3 10 30 6.0 0.0
FRNW Fidelity Clean Energy ETF 1.3 39 1 1.8 -4.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.3 29 11 5.7 -0.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 30 5.9 -0.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.2 60 -20 5.8 -0.2
EUDG WisdomTree Europe Quality Dividend Growth Fund 1.2 58 -18 5.8 -0.2
HKND Humankind US Stock ETF 1.2 11 29 7.8 +1.8
HLGE Hartford Longevity Economy ETF 1.2 44 -4 8.2 +2.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.2 10 30 6.6 +0.6
LRGE ClearBridge Large Cap Growth ESG ETF 1.2 59 -19 4.2 -1.8
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 1.2 58 -18 5.9 -0.1
VBR Vanguard Small Cap Value Index Fund 1.2 7 33 8.2 +2.2
PIZ Invesco DWA Developed Markets Momentum ETF 1.2 80 -40 5.3 -0.7
IQDG WisdomTree International Quality Dividend Growth Fund 1.2 42 -2 5.3 -0.7
FTRI First Trust Indxx Global Natural Resources Income ETF 1.2 70 -30 16.8 +10.8
GSPY Gotham Enhanced 500 ETF 1.2 50 -10 7.0 +1.0
AESR Anfield U.S. Equity Sector Rotation ETF 1.2 112 -72 5.3 -0.7
WTV WisdomTree US Value Fund 1.1 12 28 9.0 +3.0
SUSA iShares MSCI USA ESG Select ETF 1.1 25 15 6.0 +0.0
FLAU Franklin FTSE Australia ETF 1.1 9 31 5.8 -0.2
EWA iShares MSCI Australia ETF 1.1 50 -10 5.2 -0.8
IMFL Invesco International Developed Dynamic Multifactor ETF 1.1 34 6 7.0 +1.0
EDEN iShares MSCI Denmark Capped ETF 1.1 53 -13 5.1 -0.9
WNDY Global X Wind Energy ETF 1.1 50 -10 3.5 -2.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.1 31 9 8.5 +2.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.1 60 -20 9.3 +3.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.1 65 -25 5.4 -0.6
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 -12 6.8 +0.8
HEET Hartford Schroders ESG US Equity ETF 1.0 39 1 7.4 +1.4
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 -30 11.8 +5.8
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 1.0 49 -9 6.7 +0.7
SUSL iShares ESG MSCI USA Leaders ETF 1.0 10 30 6.4 +0.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 30 6.3 +0.4
ECOZ TrueMark ESG Active Opportunities ETF 1.0 58 -18 5.3 -0.7
CLRG IQ Chaikin U.S. Large Cap ETF 1.0 25 15 6.4 +0.4
DFIV Dimensional International Value ETF 1.0 30 10 9.5 +3.5
PGAL Global X FTSE Portugal 20 ETF 1.0 58 -18 6.6 +0.6
FLLA Franklin FTSE Latin America ETF 1.0 19 21 8.8 +2.8
ILF iShares Latin America 40 ETF 1.0 47 -7 8.0 +2.0
DMDV AAM S&P Developed Markets High Dividend Value ETF 1.0 39 1 14.4 +8.4
TMFC Motley Fool 100 Index ETF 1.0 50 -10 5.2 -0.8
JPXN iShares JPX-Nikkei 400 ETF 0.9 48 -8 8.0 +2.0
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 0.9 48 -8 7.6 +1.6
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.9 21 19 4.5 -1.5
OALC OneAscent Large Cap Core ETF 0.9 76 -36 6.5 +0.5
QQQN VictoryShares Nasdaq Next 50 ETF 0.9 18 22 6.5 +0.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 25 4.2 -1.8
QDYN FlexShares Quality Dividend Dynamic Index Fund 0.9 37 3 8.8 +2.8
IPAC iShares Core MSCI Pacific ETF 0.9 9 31 6.7 +0.7
IDHQ Invesco S&P International Developed Quality ETF 0.9 29 11 7.1 +1.1
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.9 65 -25 13.0 +7.0
BSEA ETFMG Breakwave Sea Decarbonization Tech ETF 0.8 75 -35 0.7 -5.3
FTC First Trust Large Cap Growth AlphaDEX Fund 0.8 59 -19 5.1 -0.9
DSI iShares MSCI KLD 400 Social ETF 0.8 25 15 6.4 +0.4
VIDI Vident International Equity Fund 0.8 61 -21 12.1 +6.1
MOTI VanEck Morningstar International Moat ETF 0.8 57 -17 8.7 +2.7
FLHK Franklin FTSE Hong Kong ETF 0.8 9 31 6.1 +0.2
EWH iShares MSCI Hong Kong ETF 0.8 50 -10 5.6 -0.4
BKCI BNY Mellon Concentrated International ETF 0.8 80 -40 4.4 -1.6
EWJ iShares MSCI Japan ETF 0.8 50 -10 7.3 +1.3
SCHC Schwab International Small-Cap Equity ETF 0.8 11 29 5.7 -0.3
ACWF iShares MSCI Global Multifactor ETF 0.8 35 5 9.4 +3.5
BBJP JPMorgan BetaBuilders Japan ETF 0.8 19 21 7.5 +1.5
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.8 46 -6 7.7 +1.7
IOO iShares Global 100 ETF 0.8 40 0 6.8 +0.8
FNX First Trust Mid Cap Core AlphaDEX Fund 0.8 59 -19 8.1 +2.1
VPL Vanguard FTSE Pacific ETF 0.8 8 32 7.2 +1.2
FLJH Franklin FTSE Japan Hedged ETF 0.8 9 31 9.7 +3.7
FLJP Franklin FTSE Japan ETF 0.7 9 31 7.5 +1.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.7 15 25 8.1 +2.1
ILCG iShares Morningstar Growth ETF 0.7 4 36 5.1 -0.9
VUSE Vident Core US Equity Fund 0.7 50 -10 10.4 +4.4
VB Vanguard Small-Cap ETF 0.7 5 35 5.6 -0.4
FSMD Fidelity Small-Mid Factor ETF 0.7 29 11 8.3 +2.4
FLBR Franklin FTSE Brazil ETF 0.7 19 21 10.0 +4.0
EWZ iShares MSCI Brazil Capped ETF 0.7 57 -17 8.4 +2.4
BICK First Trust BICK Index Fund 0.7 64 -24 6.2 +0.2
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.6 25 15 8.3 +2.3
LVOL American Century Low Volatility ETF 0.6 29 11 5.7 -0.3
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.6 50 -10 2.7 -3.3
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 7 33 6.2 +0.2
FLN First Trust Latin America AlphaDEX Fund 0.6 80 -40 12.8 +6.8
JSTC Adasina Social Justice All Cap Global ETF 0.6 89 -49 6.2 +0.2
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 0.6 61 -21 9.1 +3.1
HLAL Wahed FTSE USA Shariah ETF 0.6 50 -10 6.0 +0.0
RNMC Mid Cap US Equity Select ETF 0.6 60 -20 8.6 +2.6
CGGR Capital Group Growth ETF 0.6 39 1 4.6 -1.4
SPYG SPDR Portfolio S&P 500 Growth ETF 0.5 4 36 6.4 +0.4
VOOG Vanguard S&P 500 Growth ETF 0.5 10 30 6.4 +0.4
IVW iShares S&P 500 Growth ETF 0.5 18 22 6.3 +0.3
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 0.5 20 20 7.1 +1.1
VIGI Vanguard International Dividend Appreciation ETF 0.5 15 25 6.2 +0.2
SPVU Invesco S&P 500 Enhanced Value ETF 0.5 13 27 11.6 +5.7
EFG iShares MSCI EAFE Growth ETF 0.5 35 5 4.8 -1.2
IUSG iShares Core S&P US Growth ETF 0.5 4 36 6.4 +0.4
DVYA iShares Asia/Pacific Dividend ETF 0.5 49 -9 12.1 +6.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.5 63 -23 3.6 -2.4
SMMD iShares Russell 2500 ETF 0.5 15 25 5.8 -0.2
WBIY WBI Power Factor High Dividend ETF 0.5 70 -30 11.8 +5.9
DBLV AdvisorShares DoubleLine Value Equity ETF 0.5 91 -51 11.2 +5.3
VAMO Cambria Value & Momentum ETF 0.5 64 -24 9.7 +3.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.5 75 -35 9.3 +3.3
FCPI Fidelity Stocks for Inflation ETF 0.5 29 11 9.3 +3.3
SPGP Invesco S&P 500 GARP ETF 0.5 36 4 8.9 +2.9
AIA iShares Asia 50 ETF 0.5 50 -10 8.5 +2.5
PXH Invesco FTSE RAFI Emerging Markets ETF 0.5 50 -10 11.4 +5.4
JPEM J.P. Morgan Diversified Return Emerging Markets Equity ETF 0.5 44 -4 9.7 +3.7
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -25 9.0 +3.0
XT iShares Exponential Technologies ETF 0.5 46 -6 4.1 -1.9
ESG FlexShares STOXX US ESG Impact Index Fund 0.5 32 8 6.2 +0.2
CGV Conductor Global Equity Value ETF 0.4 128 -88 8.9 +2.9
EFNL iShares MSCI Finland Capped ETF 0.4 55 -15 6.1 +0.1
VEGN US Vegan Climate ETF 0.4 60 -20 6.0 +0.0
GVLU Gotham 1000 Value ETF 0.4 50 -10 10.1 +4.2
IUSS Invesco Strategic US Small Company ETF 0.4 23 17 6.5 +0.5
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.4 80 -40 8.1 +2.1
RFFC RiverFront Dynamic US Flex-Cap ETF 0.4 52 -12 6.2 +0.2
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 28 6.3 +0.3
ETHO Etho Climate Leadership U.S. ETF 0.4 47 -7 4.6 -1.4
AVLV Avantis U.S. Large Cap Value ETF 0.4 15 25 8.7 +2.7
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.4 18 22 7.7 +1.8
USVT US Value ETF 0.4 49 -9 11.2 +5.2
RAFE PIMCO RAFI ESG U.S. ETF 0.3 29 11 8.8 +2.8
VSLU Applied Finance Valuation Large Cap ETF 0.3 49 -9 7.7 +1.7
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.3 28 12 7.3 +1.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 21 7.3 +1.3
GXG Global X MSCI Colombia ETF 0.3 61 -21 13.3 +7.3
EMXC iShares MSCI Emerging Markets ex China ETF 0.3 25 15 7.5 +1.5
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.3 25 15 9.6 +3.6
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 0.3 58 -18 8.3 +2.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.3 70 -30 2.5 -3.5
EMMF WisdomTree Emerging Markets Multifactor Fund 0.3 48 -8 11.9 +5.9
SCHD Schwab U.S. Dividend Equity ETF 0.3 6 34 9.1 +3.1
BKF iShares MSCI BRIC ETF 0.3 70 -30 8.7 +2.7
REMG SPDR Bloomberg SASB Emerging Markets ESG Select ETF 0.2 16 24 9.0 +3.0
SCHE Schwab Emerging Markets Equity ETF 0.2 11 29 7.6 +1.6
BKEM BNY Mellon Emerging Markets Equity ETF 0.2 11 29 8.1 +2.2
EZM WisdomTree U.S. MidCap Earnings Fund 0.2 38 2 10.0 +4.0
DFIS Dimensional International Small Cap ETF 0.2 39 1 5.4 -0.6
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.2 66 -26 7.3 +1.3
SPHQ Invesco S&P 500 Quality ETF 0.2 15 25 6.1 +0.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.2 69 -29 6.8 +0.8
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.2 39 1 13.2 +7.2
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.2 6 34 5.4 -0.6
EEM iShares MSCI Emerging Markets ETF 0.2 68 -28 7.6 +1.6
VWO Vanguard FTSE Emerging Markets ETF 0.2 8 32 7.9 +2.0
PBEE Invesco PureBeta FTSE Emerging Markets ETF 0.2 16 24 7.4 +1.4
VSGX Vanguard ESG International Stock ETF 0.2 12 28 7.0 +1.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.2 51 -11 9.9 +3.9
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 -5 8.7 +2.7
ISMD Inspire Small/Mid Cap Impact ETF 0.2 48 -8 6.3 +0.3
FLAX Franklin FTSE Asia Ex Japan ETF 0.2 19 21 7.6 +1.7
IEMG iShares Core MSCI Emerging Markets ETF 0.2 9 31 7.9 +1.9
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.2 30 10 16.2 +10.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.2 30 10 8.9 +2.9
ECH iShares MSCI Chile ETF 0.2 57 -17 10.6 +4.6
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.2 29 11 9.2 +3.2
ESGE iShares ESG Aware MSCI EM ETF 0.2 25 15 8.3 +2.3
NUMG Nuveen ESG Mid-Cap Growth ETF 0.2 30 10 2.2 -3.8
EWO iShares MSCI Austria ETF 0.2 50 -10 11.4 +5.4
USXF iShares ESG Advanced MSCI USA ETF 0.2 10 30 6.2 +0.2
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 -19 10.0 +4.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 25 8.7 +2.7
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 -2 5.9 -0.1
ISEM Invesco RAFI Strategic Emerging Markets ETF 0.2 35 5 11.6 +5.6
LDEM iShares ESG MSCI EM Leaders ETF 0.2 16 24 8.5 +2.5
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 4 7.3 +1.3
NUEM Nuveen ESG Emerging Markets Equity ETF 0.1 35 5 7.0 +1.0
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.1 20 20 7.4 +1.4
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 31 6.2 +0.2
FM iShares MSCI Frontier and Select EM ETF 0.1 79 -39 12.6 +6.6
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 0.1 61 -21 12.3 +6.3
EMFM Global X MSCI Next Emerging & Frontier ETF 0.1 63 -23 6.4 +0.4
EPU iShares MSCI All Peru Capped ETF 0.1 57 -17 6.3 +0.3
JHEM John Hancock Multifactor Emerging Markets ETF 0.1 49 -9 8.6 +2.6
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 10 9.5 +3.5
DFAT Dimensional U.S. Targeted Value ETF 0.1 29 11 8.5 +2.5
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.1 23 17 7.0 +1.0
SPEM SPDR Portfolio Emerging Markets ETF 0.1 11 29 7.7 +1.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -9 5.3 -0.7
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 17 4.7 -1.3
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 5 8.3 +2.3
XCEM Columbia EM Core ex-China ETF 0.1 16 24 7.5 +1.5
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 24 8.4 +2.4
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.1 25 15 8.2 +2.2
SQEW LeaderShares Equity Skew ETF 0.1 75 -35 5.4 -0.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 1 6.7 +0.7
AVEM Avantis Emerging Markets Equity ETF 0.0 33 7 9.3 +3.3
DFUV Dimensional US Marketwide Value ETF 0.0 23 17 8.4 +2.4
DUHP Dimensional US High Profitability ETF 0.0 22 18 8.3 +2.3
AVIV Avantis International Large Cap Value ETF 0.0 25 15 9.6 +3.6
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 39 1 9.0 +3.1
DFEV Dimensional Emerging Markets Value ETF 0.0 43 -3 12.3 +6.3
VONG Vanguard Russell 1000 Growth Index Fund 0.0 8 32 5.9 -0.1
IWF iShares Russell 1000 Growth ETF 0.0 18 22 5.8 -0.2

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

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RESULTS & ESTIMATES

  2017 2018 2019 2020 2021 2022E 2023E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 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 12.2 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 CATEGORY
AVERAGE		 1.47
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.