Direxion Moonshot Innovators ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
MOON tracks a tier-weighted index that selects US-listed companies seeking innovative technologies. |
Category | US Equities |
Fund Sponsor | Direxion |
Website | www.direxion.com |
Inception date | Nov 12, 2020 |
Assets (mns) | $32 |
Currency | USD |
Expense ratio | 65 bp |
Distributions | Annually |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Tiered |
Index replication | |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 49 |
Wgt avg mkt cap (mns) | $2,609 |
Large cap (>$10bn) | 8.1% |
Mid cap ($2-10bn) | 23.9% |
Small cap (<$2bn) | 63.6% |
Developed mkts | 98.7% |
Emerging mkts | 1.3% |
C3.AI, INC. CLASS A | 4.6 % |
AVIDITY BIOSCIENCES INC | 4.2 % |
FASTLY, INC. CLASS A | 3.7 % |
BRIDGEBIO PHARMA, INC. | 3.5 % |
ASANA, INC. CLASS A | 3.3 % |
SQUARESPACE, INC. CLASS A | 3.3 % |
ROBLOX CORP. CLASS A | 3.1 % |
TWILIO, INC. CLASS A | 3.0 % |
INDIE SEMICONDUCTOR, INC. CLASS A | 2.9 % |
OKTA, INC. CLASS A | 2.9 % | Total | 34.5 % |
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UNITED STATES | 82.2 % |
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ISRAEL | 4.1 % |
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CHINA | 3.7 % |
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GERMANY | 2.9 % |
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BRITAIN | 2.3 % |
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CANADA | 0.5 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
15.8% | -39.1% | -- | -- | -32.5% |
versus... | Beta | R-squared |
S&P500 | 1.16 | 31% |
MSCI EAFE | 1.06 | 23% |
MSCI Emg. Mkts. | 0.96 | 21% |
Recent close | $10.99 |
30d moving avg. | $11.89 |
Annualized volatility | 38.6% |
Short interest (ETF) | 4.2% |
Short interest (Underlying) | 9.9% |
Relative strength (RSI) | 41 |
Avg. volume (thou.) | 43 |
Turnover | 1.5% |
Bid/Ask (% of price) | 0.36% |
ADV underlying (mns) | $1,914 |
FINDING ALTERNATIVE FUNDS
Below is a list of 400 potential alternatives to the Direxion Moonshot Innovators ETF ETF based on the alternatives' overlap in portfolio holdings with MOON. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | MOON | Expense: | 65 bp | ALTAR Score™: | -28.9% |
Ticker | Fund Name |
Overlap1 vs MOON (%) |
Expense ratio (bp) |
Savings vs MOON (bp) |
ALTAR Score™ (%) |
ALTAR vs MOON (%) |
XWEB | SPDR S&P Internet ETF | 15.4 | 35 | 30 | -10.7 | +18.3 |
ARKK | ARK Innovation ETF | 14.5 | 75 | -10 | -7.8 | +21.2 |
LRNZ | TrueMark Technology, AI & Deep Learning ETF | 13.6 | 68 | -3 | -1.4 | +27.5 |
WCLD | WisdomTree Cloud Computing Fund | 12.9 | 45 | 20 | -0.1 | +28.8 |
HAIL | SPDR S&P Kensho Smart Mobility ETF | 12.2 | 45 | 20 | -5.4 | +23.5 |
ARKW | ARK Web x.0 ETF | 11.9 | 83 | -18 | -4.8 | +24.1 |
BYOB | SoFi Be Your Own Boss ETF | 11.3 | 59 | 6 | -3.2 | +25.7 |
VERS | ProShares Metaverse ETF | 10.8 | 58 | 7 | -5.6 | +23.3 |
ARKG | ARK Genomic Revolution ETF | 10.8 | 75 | -10 | -11.7 | +17.2 |
MAKX | ProShares S&P Kensho Smart Factories ETF | 10.7 | 58 | 7 | 3.8 | +32.7 |
MSGR | Direxion mRNA ETF | 9.5 | 65 | 0 | -2.4 | +26.5 |
WTAI | WisdomTree Artificial Intelligence and Innovation Fund | 9.5 | 45 | 20 | 2.2 | +31.2 |
XITK | SPDR FactSet Innovative Technology ETF | 8.3 | 45 | 20 | 0.2 | +29.1 |
ARKF | ARK Fintech Innovation ETF | 7.4 | 75 | -10 | -2.3 | +26.6 |
OGIG | O'Shares Global Internet Giants ETF | 7.4 | 48 | 17 | 0.5 | +29.4 |
ESPO | VanEck Video Gaming & eSports ETF | 7.3 | 55 | 10 | 7.2 | +36.1 |
HERO | Global X Video Games & Esports ETF | 7.3 | 50 | 15 | 10.4 | +39.3 |
KOMP | SPDR Kensho New Economies Composite ETF | 7.2 | 20 | 45 | -1.3 | +27.6 |
TWEB | SoFi Web 3 ETF | 7.2 | 59 | 6 | -15.7 | +13.2 |
MVPS | Amplify Thematic All-Stars ETF | 7.1 | 49 | 16 | 2.1 | +31.1 |
GAMR | ETFMG Video Game Tech ETF | 6.8 | 75 | -10 | 7.0 | +35.9 |
IPO | Renaissance IPO ETF | 6.8 | 60 | 5 | -49.6 | -20.7 |
CLOU | Global X Cloud Computing ETF | 6.8 | 68 | -3 | 2.3 | +31.2 |
FCLD | Fidelity Cloud Computing ETF | 6.7 | 39 | 26 | 4.9 | +33.8 |
WCBR | WisdomTree Cybersecurity Fund | 6.6 | 45 | 20 | 1.2 | +30.1 |
IDNA | iShares Genomics Immunology & Healthcare ETF | 6.3 | 47 | 18 | -8.3 | +20.7 |
ARKQ | Ark Autonomous Tech. & Robotics ETF | 6.3 | 75 | -10 | 2.0 | +30.9 |
MRND | IQ U.S. Mid Cap R&D Leaders ETF | 6.0 | 16 | 49 | 0.2 | +29.1 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 5.9 | 65 | 0 | 2.4 | +31.3 |
XBI | SPDR S&P BIOTECH ETF | 5.7 | 35 | 30 | 0.0 | +28.9 |
BBP | BioShares Biotechnology Products Fund | 5.6 | 79 | -14 | -3.2 | +25.7 |
UFO | Procure Space ETF | 5.6 | 75 | -10 | 1.2 | +30.1 |
ROKT | SPDR S&P Kensho Final Frontiers ETF | 5.6 | 45 | 20 | 1.8 | +30.7 |
BBC | Virtus LifeSci Biotech Clinical Trials ETF | 5.6 | 79 | -14 | 0.0 | +28.9 |
BULD | Pacer BlueStar Engineering the Future ETF | 5.4 | 60 | 5 | 0.1 | +29.0 |
BNGE | First Trust S-Network Streaming and Gaming ETF | 5.4 | 70 | -5 | 0.7 | +29.6 |
ARKX | ARK Space Exploration & Innovation ETF | 5.4 | 75 | -10 | 2.2 | +31.2 |
METV | Roundhill Ball Metaverse ETF | 5.4 | 59 | 6 | 4.8 | +33.7 |
WFH | Direxion Work From Home ETF | 5.2 | 45 | 20 | 0.0 | +28.9 |
PRNT | The 3D Printing ETF | 5.2 | 66 | -1 | -3.2 | +25.7 |
OND | ProShares On-Demand ETF | 5.1 | 58 | 7 | -5.5 | +23.4 |
SKYY | First Trust Cloud Computing ETF | 5.0 | 60 | 5 | 3.7 | +32.6 |
NERD | Roundhill BITKRAFT Esports & Digital Entertainment ETF | 4.9 | 50 | 15 | 19.5 | +48.4 |
BWEB | Bitwise Web3 ETF | 4.9 | 85 | -20 | 2.6 | +31.6 |
ARVR | First Trust Indxx Metaverse ETF | 4.9 | 70 | -5 | 4.7 | +33.6 |
VR | Global X Metaverse ETF | 4.9 | 50 | 15 | 6.7 | +35.6 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 4.9 | 65 | 0 | 5.9 | +34.8 |
MEME | Roundhill MEME ETF | 4.9 | 69 | -4 | -4.1 | +24.9 |
ENTR | Entrepreneur 30 Fund | 4.8 | 49 | 16 | 2.6 | +31.5 |
ODDS | Pacer BlueStar Digital Entertainment ETF | 4.6 | 60 | 5 | 6.0 | +34.9 |
HAPY | Harbor Corporate Culture Leaders ETF | 4.5 | 36 | 29 | 4.9 | +33.9 |
BOSS | Global X Founder-Run Companies ETF | 4.5 | 45 | 20 | 3.6 | +32.6 |
BOTZ | Global X Robotics & Artificial Intelligence ETF | 4.2 | 68 | -3 | 2.7 | +31.6 |
SBIO | ALPS Medical Breakthroughs ETF | 4.2 | 50 | 15 | -1.9 | +27.0 |
FMET | Fidelity Metaverse ETF | 4.2 | 39 | 26 | 5.7 | +34.7 |
XAR | SPDR S&P Aerospace & Defense ETF | 4.1 | 35 | 30 | 1.8 | +30.7 |
CBSE | Changebridge Capital Sustainable Equity ETF | 4.1 | 85 | -20 | 2.2 | +31.1 |
AIEQ | AI Powered Equity ETF | 3.8 | 75 | -10 | -6.1 | +22.8 |
TRFM | AAM Transformers ETF | 3.7 | 49 | 16 | 2.0 | +30.9 |
DRIV | Global X Autonomous & Electric Vehicles ETF | 3.7 | 68 | -3 | 5.0 | +33.9 |
XSD | SPDR S&P Semiconductor ETF | 3.6 | 35 | 30 | 6.8 | +35.7 |
SOCL | Global X Social Media ETF | 3.6 | 65 | 0 | -0.7 | +28.2 |
XSW | SPDR S&P Software & Services ETF | 3.5 | 35 | 30 | 3.2 | +32.1 |
TMFX | Motley Fool Next Index ETF | 3.5 | 50 | 15 | 4.0 | +32.9 |
IVES | Wedbush ETFMG Global Cloud Technology ETF | 3.4 | 68 | -3 | 4.1 | +33.0 |
IRBO | iShares Robotics and Artificial Intelligence Multisector ETF | 3.4 | 47 | 18 | -0.9 | +28.1 |
JFWD | Jacob Forward ETF | 3.4 | 75 | -10 | -13.9 | +15.1 |
GNOM | Global X Genomics & Biotechnology ETF | 3.3 | 50 | 15 | -5.3 | +23.6 |
INNO | Harbor Disruptive Innovation ETF | 3.2 | 75 | -10 | -3.6 | +25.3 |
PSJ | Invesco Dynamic Software ETF | 3.1 | 56 | 9 | 4.4 | +33.3 |
AOTG | AOT Growth and Innovation ETF | 3.0 | 75 | -10 | 3.7 | +32.6 |
IDAT | iShares Cloud 5G and Tech ETF | 3.0 | 47 | 18 | 6.5 | +35.4 |
BUG | Global X Cybersecurity ETF | 2.9 | 50 | 15 | 2.4 | +31.4 |
HACK | ETFMG Prime Cyber Security ETF | 2.9 | 60 | 5 | 4.9 | +33.8 |
CIBR | First Trust NASDAQ CEA Cybersecurity ETF | 2.9 | 60 | 5 | 5.1 | +34.0 |
IHAK | iShares Cybersecurity & Tech ETF | 2.9 | 47 | 18 | 4.1 | +33.1 |
MTVR | Fount Metaverse ETF | 2.8 | 70 | -5 | 6.6 | +35.5 |
WDNA | WisdomTree BioRevolution Fund | 2.6 | 45 | 20 | -4.2 | +24.7 |
BTEC | Principal Healthcare Innovators Index ETF | 2.6 | 42 | 23 | -3.7 | +25.2 |
PNQI | Invesco NASDAQ Internet ETF | 2.6 | 60 | 5 | 3.4 | +32.3 |
FITE | SPDR Kensho Future Security ETF | 2.6 | 45 | 20 | 3.5 | +32.4 |
GK | AdvisorShares Gerber Kawasaki ETF | 2.6 | 81 | -16 | 5.4 | +34.3 |
SNSR | Global X Internet of Things Thematic ETF | 2.4 | 68 | -3 | 5.0 | +34.0 |
GERM | ETFMG Treatments Testing and Advancements ETF | 2.4 | 68 | -3 | -13.6 | +15.4 |
FDRV | Fidelity Electric Vehicles and Future Transportation ETF | 2.4 | 39 | 26 | -1.2 | +27.7 |
FDN | First Trust Dow Jones Internet Index Fund | 2.4 | 51 | 14 | 3.1 | +32.1 |
FPX | First Trust US IPO Index Fund | 2.4 | 57 | 8 | 3.2 | +32.1 |
EWEB | Global X Emerging Markets Internet & E-commerce ETF | 2.3 | 65 | 0 | 5.6 | +34.5 |
PBS | Invesco Dynamic Media ETF | 2.3 | 63 | 2 | 8.7 | +37.6 |
PSCU | Invesco S&P SmallCap Utilities ETF | 2.3 | 29 | 36 | 3.5 | +32.4 |
XDNA | Strategic CRISPR & Gene Editing Technology ETF | 2.2 | 78 | -13 | -3.3 | +25.6 |
NUMG | Nuveen ESG Mid-Cap Growth ETF | 2.2 | 30 | 35 | 5.4 | +34.4 |
FDG | American Century Focused Dynamic Growth ETF | 2.1 | 45 | 20 | 3.4 | +32.3 |
ERSX | ERShares NextGen Entrepreneurs ETF | 2.0 | 75 | -10 | 6.8 | +35.8 |
BLOK | Amplify Transformational Data Sharing ETF | 2.0 | 71 | -6 | 3.2 | +32.1 |
SIMS | SPDR S&P Kensho Intelligent Structures ETF | 2.0 | 45 | 20 | 0.1 | +29.1 |
HELX | Franklin Genomic Advancements ETF | 2.0 | 50 | 15 | 2.3 | +31.3 |
QQQS | Invesco NASDAQ Future Gen 200 ETF | 1.9 | 20 | 45 | -8.3 | +20.7 |
BFTR | Future Innovators ETF | 1.9 | 80 | -15 | 2.8 | +31.7 |
SYNB | Putnam BioRevolution ETF | 1.9 | 70 | -5 | 3.8 | +32.7 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 1.9 | 6 | 59 | 2.3 | +31.2 |
LOUP | Innovator Loup Frontier Tech ETF | 1.9 | 70 | -5 | 2.1 | +31.0 |
PTH | Invesco DWA Healthcare Momentum ETF | 1.8 | 60 | 5 | -3.7 | +25.3 |
BUZZ | VanEck Social Sentiment ETF | 1.8 | 75 | -10 | 1.5 | +30.4 |
BTEK | BlackRock Future Tech ETF | 1.8 | 88 | -23 | 0.8 | +29.7 |
XT | iShares Exponential Technologies ETF | 1.8 | 46 | 19 | 3.8 | +32.7 |
UAV | AdvisorShares Drone Technology ETF | 1.8 | 99 | -34 | 5.7 | +34.7 |
PBW | Invesco WilderHill Clean Energy ETF | 1.8 | 61 | 4 | -7.9 | +21.0 |
PGJ | Invesco Golden Dragon China ETF | 1.7 | 70 | -5 | 4.5 | +33.5 |
VOT | Vanguard Mid-Cap Growth Index Fund | 1.7 | 7 | 58 | 5.5 | +34.4 |
MCH | Matthews China Active ETF | 1.7 | 79 | -14 | 10.3 | +39.2 |
MOHR | Collaborative Investment Series Trust - Mohr Growth ETF | 1.7 | 96 | -31 | 5.5 | +34.4 |
EMFQ | Amplify Emerging Markets FinTech ETF | 1.7 | 69 | -4 | 6.3 | +35.2 |
PLAT | WisdomTree Modern Tech Platforms Fund | 1.6 | 20 | 45 | 1.2 | +30.2 |
IBBQ | Invesco Nasdaq Biotechnology ETF | 1.6 | 19 | 46 | 1.1 | +30.1 |
SAMT | Strategas Macro Thematic Opportunities ETF | 1.5 | 65 | 0 | 4.2 | +33.1 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 1.5 | 50 | 15 | 3.7 | +32.6 |
ITEQ | BlueStar Israel Technology ETF | 1.5 | 75 | -10 | 2.5 | +31.4 |
TINY | ProShares Nanotechnology ETF | 1.5 | 58 | 7 | 1.8 | +30.7 |
BUYZ | Franklin Disruptive Commerce ETF | 1.4 | 50 | 15 | 2.6 | +31.5 |
BTHM | BlackRock Future U.S. Themes ETF | 1.4 | 60 | 5 | 6.6 | +35.5 |
VXF | Vanguard Extended Market Index Fund | 1.4 | 6 | 59 | 4.5 | +33.4 |
IWC | iShares Micro-Cap ETF | 1.4 | 60 | 5 | -4.6 | +24.3 |
GENY | Principal Millennials Index ETF | 1.4 | 45 | 20 | 6.7 | +35.7 |
CARZ | First Trust NASDAQ Global Auto Index Fund | 1.4 | 70 | -5 | 6.6 | +35.5 |
MISL | First Trust Indxx Aerospace & Defense ETF | 1.4 | 60 | 5 | 4.5 | +33.4 |
CHGX | Change Finance U.S. Large Cap Fossil Fuel Free ETF | 1.4 | 49 | 16 | 6.6 | +35.5 |
IWO | iShares Russell 2000 Growth ETF | 1.3 | 23 | 42 | 3.1 | +32.0 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 1.3 | 15 | 50 | 3.2 | +32.1 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 1.3 | 65 | 0 | 6.1 | +35.0 |
QTUM | Defiance Quantum ETF | 1.3 | 40 | 25 | 4.7 | +33.6 |
SENT | AdvisorShares Alpha DNA Equity Sentiment ETF | 1.3 | 108 | -43 | 4.0 | +32.9 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 1.3 | 75 | -10 | 4.2 | +33.1 |
IDRV | iShares Self-driving EV & Tech ETF | 1.3 | 47 | 18 | 1.0 | +29.9 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 1.3 | 81 | -16 | 5.9 | +34.8 |
BICK | First Trust BICK Index Fund | 1.2 | 64 | 1 | 6.8 | +35.8 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 1.2 | 6 | 59 | 5.5 | +34.4 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.2 | 9 | 56 | 5.1 | +34.0 |
FCOM | Fidelity MSCI Telecommunication Services Index ETF | 1.2 | 8 | 57 | 6.4 | +35.3 |
IBB | iShares NASDAQ Biotechnology ETF | 1.2 | 44 | 21 | 0.6 | +29.6 |
VBK | Vanguard Small-Cap Growth Index Fund | 1.2 | 7 | 58 | 1.8 | +30.7 |
AIQ | Global X Future Analytics Tech ETF | 1.2 | 68 | -3 | 5.3 | +34.2 |
IWM | iShares Russell 2000 ETF | 1.2 | 19 | 46 | 4.9 | +33.8 |
ROBO | Robo Global Robotics & Automation Index ETF | 1.2 | 95 | -30 | 3.4 | +32.3 |
VTWO | Vanguard Russell 2000 Index Fund | 1.2 | 10 | 55 | 4.9 | +33.8 |
XHS | SPDR S&P Health Care Services ETF | 1.2 | 35 | 30 | 1.3 | +30.3 |
QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | 1.1 | 20 | 45 | 5.5 | +34.4 |
FXL | First Trust Technology AlphaDEX Fund | 1.1 | 61 | 4 | 7.5 | +36.4 |
TECB | iShares US Tech Breakthrough Multisector ETF | 1.1 | 40 | 25 | 5.4 | +34.3 |
MMSC | First Trust Multi-Manager Small Cap Opportunities ETF | 1.1 | 95 | -30 | 2.7 | +31.6 |
TRFK | Pacer Data and Digital Revolution ETF | 1.1 | 60 | 5 | 5.8 | +34.7 |
VOX | Vanguard Telecommunication Services Index Fund | 1.1 | 10 | 55 | 6.4 | +35.3 |
ROCI | ROC ETF | 1.1 | 49 | 16 | 5.5 | +34.4 |
IWFH | iShares Virtual Work and Life Multisector ETF | 1.1 | 47 | 18 | -1.3 | +27.6 |
ISCB | iShares Morningstar Small-Cap ETF | 1.1 | 4 | 61 | 5.6 | +34.6 |
IWN | iShares Russell 2000 Value ETF | 1.1 | 23 | 42 | 6.7 | +35.7 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 1.0 | 70 | -5 | 3.9 | +32.9 |
VTWV | Vanguard Russell 2000 Value Index Fund | 1.0 | 15 | 50 | 6.7 | +35.6 |
DTEC | ALPS Disruptive Technologies ETF | 1.0 | 50 | 15 | 4.5 | +33.5 |
GRZZ | Grizzle Growth ETF | 1.0 | 75 | -10 | 7.9 | +36.9 |
CALF | Pacer US Small Cap Cash Cows 100 ETF | 0.9 | 59 | 6 | 15.8 | +44.7 |
QQQJ | Invesco NASDAQ Next Gen 100 ETF | 0.9 | 15 | 50 | 4.5 | +33.4 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.9 | 39 | 26 | 5.8 | +34.7 |
IGV | iShares Expanded Tech-Software ETF | 0.9 | 40 | 25 | 4.6 | +33.5 |
XHE | SPDR S&P Health Care Equipment ETF | 0.9 | 35 | 30 | 0.7 | +29.7 |
IWP | iShares Russell Mid-Cap Growth ETF | 0.9 | 23 | 42 | 5.6 | +34.6 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 0.9 | 17 | 48 | 5.9 | +34.9 |
HTEC | ROBO Global Healthcare Technology & Innovation ETF | 0.9 | 68 | -3 | 0.0 | +28.9 |
SIZE | iShares MSCI USA Size Factor ETF | 0.9 | 15 | 50 | 7.2 | +36.1 |
AVSC | Avantis U.S Small Cap Equity ETF | 0.8 | 25 | 40 | 5.6 | +34.5 |
VO | Vanguard Mid-Cap Index Fund | 0.8 | 4 | 61 | 7.3 | +36.2 |
HEET | Hartford Schroders ESG US Equity ETF | 0.8 | 39 | 26 | 7.6 | +36.5 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 0.8 | 4 | 61 | 6.5 | +35.5 |
PBD | Invesco Global Clean Energy ETF | 0.8 | 75 | -10 | -1.3 | +27.6 |
SCHA | Schwab U.S. Small-Cap ETF | 0.8 | 4 | 61 | 6.0 | +34.9 |
STXK | Strive Small-Cap ETF | 0.8 | 18 | 47 | 6.4 | +35.3 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.8 | 45 | 20 | 6.0 | +34.9 |
LRND | IQ U.S. Large Cap R&D Leaders ETF | 0.8 | 14 | 51 | 6.8 | +35.7 |
NULG | Nuveen ESG Large-Cap Growth ETF | 0.7 | 25 | 40 | 5.3 | +34.3 |
PBSM | Invesco PureBeta MSCI USA Small Cap ETF | 0.7 | 6 | 59 | 5.9 | +34.8 |
IBLC | iShares Blockchain and Tech ETF | 0.7 | 47 | 18 | -29.5 | -0.6 |
BBH | VanEck Biotech ETF | 0.6 | 35 | 30 | 5.3 | +34.2 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 0.6 | 7 | 58 | 6.2 | +35.1 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 0.6 | 38 | 27 | 7.5 | +36.5 |
VB | Vanguard Small-Cap ETF | 0.6 | 5 | 60 | 6.4 | +35.3 |
EUSA | iShares MSCI USA Equal Weighted ETF | 0.6 | 9 | 56 | 7.3 | +36.2 |
IMCB | iShares Morningstar Mid-Cap ETF | 0.6 | 4 | 61 | 7.4 | +36.3 |
EIS | iShares MSCI Israel ETF | 0.6 | 57 | 8 | 11.1 | +40.1 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 0.6 | 4 | 61 | 7.4 | +36.3 |
IWR | iShares Russell Midcap ETF | 0.6 | 18 | 47 | 6.9 | +35.8 |
TINT | ProShares Smart Materials ETF | 0.6 | 58 | 7 | 6.6 | +35.5 |
HYDR | Global X Hydrogen ETF | 0.6 | 50 | 15 | -6.9 | +22.0 |
CSML | IQ Chaikin U.S. Small Cap ETF | 0.6 | 35 | 30 | 6.9 | +35.8 |
DWAS | Invesco DWA SmallCap Momentum ETF | 0.6 | 60 | 5 | 2.2 | +31.1 |
IBUY | Amplify Online Retail ETF | 0.6 | 65 | 0 | -4.6 | +24.3 |
IGM | iShares Expanded Tech Sector ETF | 0.6 | 40 | 25 | 5.7 | +34.7 |
ITA | iShares U.S. Aerospace & Defense ETF | 0.5 | 39 | 26 | 4.4 | +33.3 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 0.5 | 55 | 10 | 4.5 | +33.4 |
EBIZ | Global X E-Commerce ETF | 0.5 | 50 | 15 | 0.8 | +29.7 |
SSLY | Syntax Stratified SmallCap ETF | 0.5 | 35 | 30 | 7.7 | +36.6 |
FBCG | Fidelity Blue Chip Growth ETF | 0.5 | 59 | 6 | 2.9 | +31.8 |
ECON | Columbia Emerging Markets Consumer ETF | 0.5 | 49 | 16 | 4.5 | +33.5 |
EATV | VegTech Plant-based Innovation & Climate ETF | 0.5 | 75 | -10 | 5.1 | +34.0 |
VUSE | Vident Core US Equity Fund | 0.5 | 50 | 15 | 9.2 | +38.2 |
EDOC | Global X Telemedicine & Digital Health ETF | 0.5 | 68 | -3 | -6.0 | +22.9 |
FLQS | Franklin LibertyQ U.S. Small Cap Equity ETF | 0.5 | 35 | 30 | 9.1 | +38.0 |
NUSC | Nuveen ESG Small-Cap ETF | 0.5 | 30 | 35 | 5.9 | +34.9 |
CSD | Invesco S&P Spin-Off ETF | 0.5 | 65 | 0 | 7.5 | +36.5 |
MILN | Global X Millennial Consumer ETF | 0.5 | 50 | 15 | 3.5 | +32.4 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 0.5 | 61 | 4 | 9.3 | +38.3 |
IYW | iShares U.S. Technology ETF | 0.5 | 39 | 26 | 6.1 | +35.1 |
IWS | iShares Russell Mid-Cap Value ETF | 0.4 | 23 | 42 | 7.9 | +36.8 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 0.4 | 9 | 56 | 7.1 | +36.1 |
VGT | Vanguard Information Technology Index Fund | 0.4 | 10 | 55 | 6.1 | +35.0 |
DFAS | Dimensional U.S. Small Cap ETF | 0.4 | 28 | 37 | 7.5 | +36.4 |
FTXH | First Trust Nasdaq Pharmaceuticals ETF | 0.4 | 60 | 5 | 11.5 | +40.5 |
JHSC | John Hancock Multifactor Small Cap ETF | 0.4 | 42 | 23 | 7.4 | +36.3 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 0.4 | 25 | 40 | 6.9 | +35.9 |
YUMY | VanEck Future of Food ETF | 0.4 | 69 | -4 | 4.1 | +33.0 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 0.4 | 20 | 45 | 7.2 | +36.2 |
FTEC | Fidelity MSCI Information Technology Index ETF | 0.4 | 8 | 57 | 6.1 | +35.0 |
IYC | iShares U.S. Consumer Services ETF | 0.4 | 39 | 26 | 4.4 | +33.3 |
SUSA | iShares MSCI USA ESG Select ETF | 0.4 | 25 | 40 | 6.5 | +35.5 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 0.4 | 20 | 45 | 8.5 | +37.5 |
ISRA | VanEck Israel ETF | 0.4 | 59 | 6 | 9.0 | +37.9 |
HLGE | Hartford Longevity Economy ETF | 0.4 | 44 | 21 | 8.6 | +37.5 |
EGUS | iShares ESG Aware MSCI USA Growth ETF | 0.3 | 15 | 50 | 5.5 | +34.5 |
SQLV | Legg Mason Small-Cap Quality Value | 0.3 | 61 | 4 | 12.4 | +41.4 |
NZRO | Strategy Shares Halt Climate Change ETF | 0.3 | 95 | -30 | 2.0 | +30.9 |
ITAN | Sparkline Intangible Value ETF | 0.3 | 50 | 15 | 7.8 | +36.7 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 0.3 | 80 | -15 | 9.5 | +38.5 |
VEGN | US Vegan Climate ETF | 0.3 | 60 | 5 | 6.2 | +35.1 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 0.3 | 63 | 2 | 5.3 | +34.2 |
NULC | Nuveen ESG Large-Cap ETF | 0.3 | 20 | 45 | 6.4 | +35.4 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.3 | 40 | 25 | 5.2 | +34.1 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 0.3 | 25 | 40 | 11.0 | +39.9 |
PSC | Principal U.S. Small Cap Index ETF | 0.3 | 38 | 27 | 9.8 | +38.7 |
CRPT | First Trust SkyBridge Crypto Industry and Digital Economy ET | 0.3 | 85 | -20 | 1.2 | +30.1 |
CCSO | Carbon Collective Climate Solutions U.S. Equity ETF | 0.3 | 35 | 30 | 3.5 | +32.4 |
SFYF | SoFi 50 ETF | 0.3 | 29 | 36 | -7.9 | +21.0 |
SAGP | Strategas Global Policy Opportunities ETF | 0.3 | 65 | 0 | 7.7 | +36.7 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 0.3 | 15 | 50 | 7.5 | +36.4 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 0.3 | 15 | 50 | 14.8 | +43.7 |
VUG | Vanguard Growth Index Fund | 0.3 | 4 | 61 | 5.5 | +34.4 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 0.3 | 18 | 47 | 7.4 | +36.3 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 0.3 | 12 | 53 | 8.0 | +36.9 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 0.3 | 15 | 50 | 8.8 | +37.7 |
ACES | ALPS Clean Energy ETF | 0.3 | 55 | 10 | -2.4 | +26.5 |
ETHO | Etho Climate Leadership U.S. ETF | 0.3 | 47 | 18 | 5.3 | +34.2 |
SCHM | Schwab U.S. Mid-Cap ETF | 0.3 | 4 | 61 | 7.0 | +35.9 |
ILCG | iShares Morningstar Growth ETF | 0.3 | 4 | 61 | 5.5 | +34.4 |
PUNK | Subversive Metaverse ETF | 0.3 | 75 | -10 | 2.7 | +31.6 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 0.2 | 10 | 55 | 17.0 | +46.0 |
BATT | Amplify Lithium & Battery Technology ETF | 0.2 | 59 | 6 | 4.9 | +33.8 |
SLY | SPDR S&P 600 Small Cap ETF | 0.2 | 15 | 50 | 8.5 | +37.4 |
IJR | iShares Core S&P Small Cap ETF | 0.2 | 6 | 59 | 8.6 | +37.5 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 0.2 | 5 | 60 | 8.6 | +37.5 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 0.2 | 25 | 40 | 7.4 | +36.3 |
ESGV | Vanguard ESG U.S. Stock ETF | 0.2 | 9 | 56 | 6.5 | +35.5 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 0.2 | 21 | 44 | 4.7 | +33.7 |
SXUS | Janus Henderson International Sustainable Equity ETF | 0.2 | 60 | 5 | 4.4 | +33.3 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 0.2 | 25 | 40 | 7.4 | +36.3 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 0.2 | 59 | 6 | 6.7 | +35.6 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 0.2 | 3 | 62 | 6.5 | +35.4 |
SFY | SoFi Select 500 ETF | 0.2 | 0 | 65 | 6.9 | +35.8 |
VTHR | Vanguard Russell 3000 Index Fund | 0.2 | 10 | 55 | 6.5 | +35.4 |
IWV | iShares Russell 3000 ETF | 0.2 | 20 | 45 | 6.4 | +35.3 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 0.2 | 15 | 50 | 19.2 | +48.1 |
FSST | Fidelity Sustainability U.S. Equity ETF | 0.2 | 59 | 6 | 6.3 | +35.2 |
VTI | Vanguard Total Stock Market Index Fund | 0.2 | 3 | 62 | 6.5 | +35.4 |
STXG | Strive 1000 Growth ETF | 0.2 | 18 | 47 | 5.8 | +34.7 |
IJS | iShares S&P Small-cap 600 Value ETF | 0.2 | 18 | 47 | 9.5 | +38.4 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 0.2 | 15 | 50 | 9.5 | +38.5 |
SCHB | Schwab U.S. Broad Market ETF | 0.2 | 3 | 62 | 6.6 | +35.5 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 0.2 | 59 | 6 | 4.2 | +33.1 |
CGGR | Capital Group Growth ETF | 0.2 | 39 | 26 | 5.0 | +33.9 |
USXF | iShares ESG Advanced MSCI USA ETF | 0.2 | 10 | 55 | 6.4 | +35.3 |
VFQY | Vanguard U.S. Quality Factor ETF | 0.2 | 13 | 52 | 9.1 | +38.0 |
CSA | VictoryShares US Small Cap Volatility Weighted Index ETF | 0.2 | 35 | 30 | 9.4 | +38.4 |
CSF | VictoryShares US Discovery Enhanced Volatility Weighted Idx | 0.2 | 36 | 29 | 9.4 | +38.3 |
SHE | SPDR SSGA Gender Diversity Index ETF | 0.2 | 20 | 45 | 6.9 | +35.8 |
VFMO | Vanguard U.S. Momentum Factor ETF | 0.2 | 13 | 52 | 4.4 | +33.4 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 0.2 | 30 | 35 | 10.9 | +39.9 |
DFAU | Dimensional US Core Equity Market ETF | 0.2 | 12 | 53 | 6.9 | +35.8 |
VBR | Vanguard Small Cap Value Index Fund | 0.2 | 7 | 58 | 9.6 | +38.5 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 0.2 | 10 | 55 | 7.0 | +35.9 |
EES | WisdomTree SmallCap Earnings Fund | 0.2 | 38 | 27 | 13.3 | +42.2 |
SMOG | VanEck Low Carbon Energy ETF | 0.2 | 55 | 10 | 3.4 | +32.3 |
IWF | iShares Russell 1000 Growth ETF | 0.2 | 18 | 47 | 6.1 | +35.1 |
FHLC | Fidelity MSCI Health Care Index ETF | 0.2 | 8 | 57 | 7.2 | +36.1 |
VONG | Vanguard Russell 1000 Growth Index Fund | 0.2 | 8 | 57 | 6.3 | +35.2 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 0.2 | 15 | 50 | 6.4 | +35.3 |
IYY | iShares Dow Jones U.S. ETF | 0.2 | 20 | 45 | 6.5 | +35.5 |
VONE | Vanguard Russell 1000 ETF | 0.2 | 8 | 57 | 6.7 | +35.6 |
IWB | iShares Russell 1000 ETF | 0.2 | 15 | 50 | 6.6 | +35.5 |
IQSU | IQ Candriam ESG US Equity ETF | 0.2 | 9 | 56 | 6.3 | +35.2 |
SCHK | Schwab 1000 Index ETF | 0.1 | 5 | 60 | 6.7 | +35.6 |
IWD | iShares Russell 1000 Value ETF | 0.1 | 18 | 47 | 8.0 | +36.9 |
VONV | Vanguard Russell 1000 Value Index Fund | 0.1 | 8 | 57 | 8.1 | +37.0 |
SCHX | Schwab U.S. Large-Cap ETF | 0.1 | 3 | 62 | 6.7 | +35.6 |
FMQQ | FMQQ The Next Frontier Internet & Ecommerce ETF | 0.1 | 86 | -21 | 1.8 | +30.7 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.1 | 9 | 56 | 7.0 | +35.9 |
TMFC | Motley Fool 100 Index ETF | 0.1 | 50 | 15 | 5.4 | +34.3 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 0.1 | 71 | -6 | 13.4 | +42.3 |
VV | Vanguard Large-Cap Index Fund | 0.1 | 4 | 61 | 6.7 | +35.6 |
VDNI | V-Shares US Leadership Diversity ETF | 0.1 | 29 | 36 | 6.8 | +35.8 |
SMMD | iShares Russell 2500 ETF | 0.1 | 15 | 50 | 6.8 | +35.7 |
WRND | IQ Global Equity R&D Leaders ETF | 0.1 | 18 | 47 | 8.5 | +37.4 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 0.1 | 18 | 47 | 8.4 | +37.3 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 0.1 | 19 | 46 | 7.5 | +36.4 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 0.1 | 7 | 58 | 6.7 | +35.6 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 0.1 | 11 | 54 | 6.7 | +35.6 |
SFYX | Sofi Next 500 ETF | 0.1 | 0 | 65 | 7.3 | +36.2 |
CACG | ClearBridge All Cap Growth ETF | 0.1 | 53 | 12 | 4.4 | +33.3 |
STRV | Strive 500 ETF | 0.1 | 5 | 60 | 6.6 | +35.6 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 0.1 | 2 | 63 | 6.7 | +35.6 |
BMED | BlackRock Future Health ETF | 0.1 | 85 | -20 | 2.1 | +31.0 |
PBUS | Invesco PureBeta MSCI USA ETF | 0.1 | 4 | 61 | 6.8 | +35.7 |
ILCB | iShares Morningstar U.S. Equity ETF | 0.1 | 3 | 62 | 6.8 | +35.7 |
JHMM | John Hancock Multifactor Mid Cap ETF | 0.1 | 41 | 24 | 8.3 | +37.2 |
FSMD | Fidelity Small-Mid Factor ETF | 0.1 | 29 | 36 | 8.6 | +37.6 |
KROP | Global X AgTech & Food Innovation ETF | 0.1 | 50 | 15 | -2.1 | +26.8 |
AVUS | Avantis U.S. Equity ETF | 0.1 | 15 | 50 | 7.8 | +36.8 |
XOUT | GraniteShares XOUT U.S. Large Cap ETF | 0.1 | 60 | 5 | 6.2 | +35.2 |
ISCV | iShares Morningstar Small Cap Value ETF | 0.1 | 6 | 59 | 9.0 | +37.9 |
PLTL | Principal US Small-Cap Adaptive Multi-Factor ETF | 0.1 | 19 | 46 | 8.7 | +37.7 |
VHT | Vanguard Health Care Index Fund | 0.1 | 10 | 55 | 7.3 | +36.2 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.1 | 39 | 26 | 9.1 | +38.0 |
DFUS | Dimensional U.S. Equity ETF | 0.1 | 11 | 54 | 6.7 | +35.7 |
FDWM | Fidelity Women's Leadership ETF | 0.1 | 59 | 6 | 6.4 | +35.3 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 0.1 | 75 | -10 | 6.4 | +35.3 |
DFAT | Dimensional U.S. Targeted Value ETF | 0.1 | 29 | 36 | 10.1 | +39.0 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 0.1 | 59 | 6 | 8.3 | +37.2 |
VT | Vanguard Total World Stock ETF | 0.1 | 7 | 58 | 7.3 | +36.2 |
EMCR | Xtrackers Emerging Markets Carbon Reduction and Climate Impr | 0.1 | 15 | 50 | 9.3 | +38.2 |
ESGU | iShares MSCI USA ESG Optimized ETF | 0.1 | 15 | 50 | 6.7 | +35.6 |
GWX | SPDR S&P International Small Cap ETF | 0.1 | 40 | 25 | 6.1 | +35.0 |
VAW | Vanguard Materials Index Fund | 0.1 | 10 | 55 | 7.8 | +36.7 |
FIDU | Fidelity MSCI Industrials Index ETF | 0.1 | 8 | 57 | 6.4 | +35.3 |
TOK | iShares MSCI Kokusai ETF | 0.1 | 25 | 40 | 7.0 | +35.9 |
FMAT | Fidelity MSCI Materials Index ETF | 0.1 | 84 | -19 | 7.1 | +36.0 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.1 | 9 | 56 | 7.2 | +36.1 |
VIS | Vanguard Industrials Index Fund | 0.1 | 10 | 55 | 6.1 | +35.0 |
DFUV | Dimensional US Marketwide Value ETF | 0.1 | 23 | 42 | 9.5 | +38.4 |
SXQG | 6 Meridian Quality Growth ETF | 0.1 | 100 | -35 | 5.6 | +34.5 |
URTH | iShares MSCI World ETF | 0.1 | 24 | 41 | 7.1 | +36.0 |
PPA | Invesco Aerospace & Defense ETF | 0.1 | 61 | 4 | 4.5 | +33.4 |
ACWI | iShares MSCI ACWI ETF | 0.1 | 32 | 33 | 7.2 | +36.1 |
RNEW | VanEck Green Infrastructure ETF | 0.1 | 45 | 20 | 1.1 | +30.0 |
GSEE | Goldman Sachs MarketBeta Emerging Markets Equity ETF | 0.1 | 36 | 29 | 8.6 | +37.5 |
HLAL | Wahed FTSE USA Shariah ETF | 0.1 | 50 | 15 | 6.4 | +35.4 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 0.1 | 20 | 45 | 6.6 | +35.5 |
JHML | John Hancock Multifactor Large Cap ETF | 0.1 | 29 | 36 | 7.1 | +36.1 |
RVRB | Reverb ETF | 0.1 | 30 | 35 | 6.7 | +35.6 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 0.1 | 24 | 41 | 9.3 | +38.2 |
JSTC | Adasina Social Justice All Cap Global ETF | 0.1 | 89 | -24 | 6.7 | +35.6 |
VOTE | Engine No. 1 Transform 500 ETF | 0.1 | 5 | 60 | 6.5 | +35.4 |
DSI | iShares MSCI KLD 400 Social ETF | 0.1 | 25 | 40 | 6.7 | +35.6 |
IHF | iShares U.S. Healthcare Providers ETF | 0.1 | 39 | 26 | 6.7 | +35.6 |
HKND | Humankind US Stock ETF | 0.1 | 11 | 54 | 8.4 | +37.4 |
ERTH | Invesco MSCI Sustainable Future ETF | 0.1 | 56 | 9 | 4.4 | +33.3 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 0.1 | 8 | 57 | 7.9 | +36.8 |
PRF | Invesco FTSE RAFI US 1000 ETF | 0.1 | 39 | 26 | 8.3 | +37.2 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 0.1 | 39 | 26 | 9.4 | +38.4 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 0.1 | 10 | 55 | 6.3 | +35.2 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 0.0 | 14 | 51 | 6.6 | +35.5 |
SCZ | iShares MSCI EAFE Small-Cap ETF | 0.0 | 39 | 26 | 6.5 | +35.4 |
EWX | SPDR S&P Emerging Markets Small Cap ETF | 0.0 | 65 | 0 | 7.9 | +36.8 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 0.0 | 47 | 18 | 6.3 | +35.2 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 0.0 | 29 | 36 | 8.8 | +37.7 |
EMQQ | EMQQ The Emerging Markets Internet & Ecommerce ETF | 0.0 | 86 | -21 | 2.4 | +31.3 |
FDIS | Fidelity MSCI Consumer Discretionary Index ETF | 0.0 | 8 | 57 | 5.9 | +34.8 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.0 | 20 | 45 | 7.5 | +36.4 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 0.0 | 69 | -4 | 11.9 | +40.8 |
IHI | iShares U.S. Medical Devices ETF | 0.0 | 39 | 26 | 5.1 | +34.0 |
VEGI | iShares MSCI Global Agriculture Producers ETF | 0.0 | 39 | 26 | 9.0 | +37.9 |
VCR | Vanguard Consumer Discretionary Index Fund | 0.0 | 10 | 55 | 5.9 | +34.8 |
IYH | iShares U.S. Healthcare ETF | 0.0 | 39 | 26 | 8.1 | +37.0 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 0.0 | 10 | 55 | 6.3 | +35.2 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.0 | 15 | 50 | 7.2 | +36.2 |
VDC | Vanguard Consumer Staples Index Fund | 0.0 | 10 | 55 | 6.1 | +35.0 |
FSTA | Fidelity MSCI Consumer Staples Index ETF | 0.0 | 8 | 57 | 6.1 | +35.0 |
IUS | Invesco Strategic US ETF | 0.0 | 19 | 46 | 8.1 | +37.0 |
VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | 0.0 | 7 | 58 | 6.9 | +35.8 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 0.0 | 25 | 40 | 8.2 | +37.2 |
HAP | VanEck Natural Resources ETF | 0.0 | 49 | 16 | 9.4 | +38.3 |
VLU | SPDR S&P 1500 Value Tilt ETF | 0.0 | 12 | 53 | 8.8 | +37.7 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 0.0 | 12 | 53 | 7.3 | +36.2 |
DBEZ | Xtrackers MSCI Eurozone Hedged Equity ETF | 0.0 | 47 | 18 | 7.5 | +36.4 |
IDEV | iShares Core MSCI International Developed Markets ETF | 0.0 | 4 | 61 | 7.8 | +36.7 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.0 | 30 | 35 | 7.6 | +36.5 |
IEFA | iShares Core MSCI EAFE ETF | 0.0 | 7 | 58 | 7.7 | +36.6 |
SPTM | SPDR Portfolio Total Stock Market ETF | 0.0 | 3 | 62 | 7.0 | +35.9 |
VWO | Vanguard FTSE Emerging Markets ETF | 0.0 | 8 | 57 | 8.8 | +37.7 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 0.0 | 4 | 61 | 7.6 | +36.5 |
GXC | SPDR S&P China ETF | 0.0 | 59 | 6 | 10.1 | +39.1 |
VSGX | Vanguard ESG International Stock ETF | 0.0 | 12 | 53 | 7.8 | +36.8 |
AVDE | Avantis International Equity ETF | 0.0 | 23 | 42 | 9.3 | +38.2 |
VXUS | Vanguard Total International Stock ETF | 0.0 | 7 | 58 | 8.1 | +37.1 |
AVEM | Avantis Emerging Markets Equity ETF | 0.0 | 33 | 32 | 10.6 | +39.5 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2018 | 2019 | 2020 | 2021 | 2022 | 2023E | 2024E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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VALUATION METRICS
2022 | 2023E | 2024E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Direxion Moonshot Innovators ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
AVOID |
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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