NETLease Corporate Real Estate ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
The NETLease Corporate Real Estate ETF seeks to track the performance before fees and expenses of the Fundamental Income Net Lease Real Estate Index. NETL seeks to provide investors access to sustainable income with predictable growth through investments |
Category | US Equities |
Fund Sponsor | Exchange Traded Concepts |
Website | netleaseetf.com |
Inception date | Mar 21, 2019 |
Assets (mns) | $64 |
Currency | USD |
Expense ratio | 60 bp |
Distributions | Annually |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Market Cap |
Index replication | |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 22 |
Wgt avg mkt cap (mns) | $6,093 |
Large cap (>$10bn) | 19.9% |
Mid cap ($2-10bn) | 49.0% |
Small cap (<$2bn) | 31.2% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
NATIONAL RETAIL PROPERTIES | 8.4 % |
STAG INDUSTRIAL INC | 8.3 % |
REALTY INCOME CORP | 8.0 % |
VICI PROPERTIES INC | 7.8 % |
WP CAREY INC | 7.4 % |
SPIRIT REALTY CAPITAL INC | 4.4 % |
EPR PROPERTIES | 4.3 % |
ESSENTIAL PROPERTIES REALTY TRUST, | 4.1 % |
GETTY REALTY CORP | 4.1 % |
BROADSTONE NET LEASE, INC. | 4.0 % | Total | 60.8 % |
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UNITED STATES | 98.4 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-4.7% | -6.8% | -- | -- | 2.6% |
versus... | Beta | R-squared |
S&P500 | 1.00 | 78% |
MSCI EAFE | 0.96 | 66% |
MSCI Emg. Mkts. | 0.60 | 29% |
Recent close | $23.07 |
30d moving avg. | $21.22 |
Annualized volatility | 20.0% |
Short interest (ETF) | 0.1% |
Short interest (Underlying) | 3.1% |
Relative strength (RSI) | 50 |
Avg. volume (thou.) | 24 |
Turnover | 0.9% |
Bid/Ask (% of price) | 0.41% |
ADV underlying (mns) | $383 |
FINDING ALTERNATIVE FUNDS
Below is a list of 360 potential alternatives to the NETLease Corporate Real Estate ETF ETF based on the alternatives' overlap in portfolio holdings with NETL. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | NETL | Expense: | 60 bp | ALTAR Score™: | 10.1% |
Ticker | Fund Name |
Overlap1 vs NETL (%) |
Expense ratio (bp) |
Savings vs NETL (bp) |
ALTAR Score™ (%) |
ALTAR vs NETL (%) |
KBWY | Invesco KBW Premium Yield Equity REIT ETF | 32.0 | 35 | 25 | 18.8 | +8.7 |
JRE | Janus Henderson U.S. Real Estate ETF | 24.5 | 65 | -5 | 7.0 | -3.1 |
RDOG | ALPS REIT Dividend Dogs ETF | 23.5 | 35 | 25 | 14.0 | +3.9 |
BLDG | Cambria Global Real Estate ETF | 16.7 | 60 | 0 | 9.3 | -0.8 |
FRI | First Trust S&P REIT Index Fund | 14.5 | 50 | 10 | 7.4 | -2.7 |
USRT | iShares Core U.S. REIT ETF | 14.0 | 8 | 52 | 7.8 | -2.3 |
RIET | Hoya Capital High Dividend Yield ETF | 13.9 | 50 | 10 | 14.1 | +4.0 |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 13.8 | 11 | 49 | 7.8 | -2.3 |
SRET | Global X SuperDividend REIT ETF | 13.2 | 59 | 1 | 10.1 | -0.0 |
DFAR | Dimensional US Real Estate ETF | 12.4 | 19 | 41 | 7.4 | -2.7 |
SCHH | Schwab U.S. REIT ETF | 11.9 | 7 | 53 | 7.7 | -2.4 |
PSR | Invesco Active U.S. Real Estate Fund | 11.7 | 35 | 25 | 6.9 | -3.2 |
PPTY | PPTY-U.S. Diversified Real Estate ETF | 11.7 | 53 | 7 | 7.2 | -2.9 |
CRED | Columbia Research Enhanced Real Estate ETF | 11.6 | 33 | 27 | 7.6 | -2.5 |
HOTL | Kelly Hotel & Lodging Sector ETF | 11.4 | 78 | -18 | 3.4 | -6.7 |
BJK | VanEck Gaming ETF | 11.4 | 65 | -5 | 1.7 | -8.4 |
RWR | SPDR Dow Jones REIT ETF | 10.9 | 25 | 35 | 7.4 | -2.7 |
FREL | Fidelity MSCI Real Estate Index ETF | 10.7 | 8 | 52 | 7.5 | -2.6 |
REET | iShares Global REIT ETF | 10.3 | 14 | 46 | 7.3 | -2.8 |
IYR | iShares U.S. Real Estate ETF | 10.3 | 40 | 20 | 7.2 | -2.9 |
VNQ | Vanguard REIT Index Fund | 9.3 | 12 | 48 | 7.4 | -2.7 |
DFGR | Dimensional Global Real Estate ETF | 9.2 | 22 | 38 | 7.1 | -3.0 |
ICF | iShares Cohen & Steers REIT ETF | 9.0 | 33 | 27 | 7.1 | -3.0 |
AVRE | Avantis Real Estate ETF | 9.0 | 17 | 43 | 6.6 | -3.5 |
PRVT | Private Real Estate Strategy via Liquid REITs ETF | 8.3 | 59 | 1 | 7.5 | -2.6 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 8.0 | 25 | 35 | 7.1 | -3.0 |
BYRE | Principal Real Estate Active Opportunities ETF | 8.0 | 65 | -5 | 6.3 | -3.8 |
VICE | AdvisorShares Vice ETF | 7.7 | 99 | -39 | 5.7 | -4.4 |
DTRE | Alerian Disruptive Technology Real Estate ETF | 7.6 | 60 | 0 | 3.7 | -6.4 |
RWO | SPDR Dow Jones Global Real Estate ETF | 7.6 | 50 | 10 | 6.8 | -3.3 |
JPRE | JPMorgan Realty Income ETF | 7.4 | 50 | 10 | 6.5 | -3.6 |
XLRE | The Real Estate Select Sector SPDR Fund | 7.4 | 10 | 50 | 7.2 | -2.9 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 7.2 | 27 | 33 | 9.4 | -0.7 |
FPRO | Fidelity Real Estate Investment ETF | 7.1 | 59 | 1 | 5.8 | -4.3 |
VRAI | Virtus Real Asset Income ETF | 6.6 | 55 | 5 | 9.2 | -0.9 |
ICAP | InfraCap Equity Income Fund ETF | 6.6 | 171 | -111 | 7.0 | -3.1 |
INDS | Pacer Benchmark Industrial Real Estate SCTR ETF | 6.4 | 55 | 5 | 6.0 | -4.1 |
RSPR | Invesco S&P 500 Equal Weight Real Estate ETF | 6.3 | 40 | 20 | 7.5 | -2.6 |
BEDZ | AdvisorShares Hotel ETF | 6.1 | 100 | -40 | 2.3 | -7.8 |
ERET | iShares Environmentally Aware Real Estate ETF | 5.2 | 30 | 30 | 7.2 | -2.9 |
PSCF | Invesco S&P SmallCap Financials ETF | 5.1 | 29 | 31 | 10.5 | +0.4 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 5.0 | 45 | 15 | 7.3 | -2.8 |
PZLD | Puzzle Divdend Leaders | 4.4 | 0 | 60 | 0.0 | -10.1 |
GK | AdvisorShares Gerber Kawasaki ETF | 4.1 | 75 | -15 | 3.1 | -7.0 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 4.0 | 25 | 35 | 6.8 | -3.3 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 3.9 | 30 | 30 | 10.5 | +0.4 |
MJUS | ETFMG U.S. Alternative Harvest ETF | 3.8 | 75 | -15 | 3.3 | -6.8 |
TOKE | Cambria Cannabis ETF | 3.8 | 42 | 18 | -30.0 | -40.1 |
THCX | The Cannabis ETF | 3.8 | 75 | -15 | -67.9 | -78.0 |
MJ | ETFMG Alternative Harvest ETF | 3.8 | 75 | -15 | -117.5 | -127.6 |
CNBS | Amplify Seymour Cannabis ETF | 3.8 | 75 | -15 | -54.3 | -64.4 |
FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | 3.6 | 60 | 0 | 9.5 | -0.6 |
IVRA | Invesco Real Assets ESG ETF | 3.6 | 59 | 1 | 7.1 | -3.0 |
JHDV | John Hancock U.S. High Dividend ETF | 3.4 | 34 | 26 | 6.9 | -3.2 |
SDY | SPDR S&P Dividend ETF | 3.2 | 35 | 25 | 6.9 | -3.2 |
DIV | Global X SuperDividend US ETF | 3.2 | 45 | 15 | 8.9 | -1.2 |
KONG | Formidable Fortress ETF | 3.1 | 89 | -29 | 6.7 | -3.4 |
DFRA | Donoghue Forlines Yield Enhanced Real Asset ETF | 3.0 | 69 | -9 | 9.2 | -0.9 |
PSC | Principal U.S. Small Cap Index ETF | 2.8 | 38 | 22 | 8.6 | -1.5 |
TMFS | Motley Fool Small Cap Growth ETF | 2.8 | 85 | -25 | 2.7 | -7.4 |
BRNY | Burney U.S. Factor Rotation ETF | 2.8 | 79 | -19 | 6.3 | -3.8 |
POTX | Global X Cannabis ETF | 2.7 | 51 | 9 | -143.6 | -153.7 |
OSCV | Opus Small Cap Value Plus ETF | 2.7 | 79 | -19 | 6.5 | -3.6 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 2.7 | 38 | 22 | 10.0 | -0.1 |
FOVL | iShares Focused Value Factor ETF | 2.6 | 25 | 35 | 11.2 | +1.1 |
ROOF | IQ US Real Estate Small Cap ETF | 2.6 | 60 | 0 | 8.4 | -1.7 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 2.6 | 30 | 30 | 11.4 | +1.3 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 2.6 | 80 | -20 | 7.0 | -3.1 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 2.6 | 60 | 0 | 7.4 | -2.7 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 2.4 | 24 | 36 | 8.7 | -1.4 |
DEW | WisdomTree Global High Dividend Fund | 2.4 | 58 | 2 | 9.2 | -0.9 |
SPYD | SPDR S&P 500 High Dividend ETF | 2.4 | 7 | 53 | 10.5 | +0.4 |
SIXS | 6 Meridian Small Cap Equity ETF | 2.2 | 89 | -29 | 8.7 | -1.4 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 2.2 | 75 | -15 | 4.7 | -5.4 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 2.2 | 40 | 20 | 7.1 | -3.0 |
UDI | USCF Dividend Income Fund | 2.2 | 0 | 60 | 0.0 | -10.1 |
BGIG | Bahl & Gaynor Income Growth ETF | 2.2 | 45 | 15 | 5.7 | -4.4 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 2.0 | 15 | 45 | 8.7 | -1.4 |
JRNY | ALPS Global Travel Beneficiaries ETF | 2.0 | 65 | -5 | 0.6 | -9.5 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 2.0 | 15 | 45 | 8.8 | -1.3 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 2.0 | 18 | 42 | 8.8 | -1.3 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 2.0 | 25 | 35 | 6.2 | -3.9 |
SPLV | Invesco S&P 500 Low Volatility ETF | 2.0 | 25 | 35 | 6.0 | -4.1 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 2.0 | 60 | 0 | 6.1 | -4.0 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 1.9 | 12 | 48 | 8.2 | -1.9 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 1.9 | 73 | -13 | 15.1 | +5.0 |
SMCP | AlphaMark Actively Managed Small Cap ETF | 1.9 | 90 | -30 | 0.0 | -10.1 |
RITA | ETFB Green SRI REITs ETF | 1.9 | 50 | 10 | 5.7 | -4.4 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 1.9 | 20 | 40 | 5.5 | -4.6 |
MGMT | Ballast Small/Mid Cap ETF | 1.9 | 110 | -50 | 7.6 | -2.5 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 1.9 | 6 | 54 | 8.3 | -1.8 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 1.8 | 24 | 36 | 8.5 | -1.6 |
FCPI | Fidelity Stocks for Inflation ETF | 1.8 | 29 | 31 | 9.4 | -0.7 |
MDY | SPDR S&P Midcap 400 ETF Trust | 1.8 | 23 | 37 | 7.6 | -2.5 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 1.8 | 18 | 42 | 8.2 | -1.9 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 1.8 | 29 | 31 | 8.6 | -1.5 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 1.8 | 10 | 50 | 7.8 | -2.3 |
SPMD | SPDR Portfolio Mid Cap ETF | 1.8 | 3 | 57 | 7.8 | -2.3 |
DON | WisdomTree U.S. MidCap Dividend Fund | 1.7 | 38 | 22 | 9.1 | -1.0 |
IJH | iShares Core S&P Mid-Cap ETF | 1.7 | 5 | 55 | 7.8 | -2.3 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 1.7 | 15 | 45 | 9.3 | -0.8 |
USMF | WisdomTree U.S. Multifactor Fund | 1.7 | 28 | 32 | 7.4 | -2.7 |
IJS | iShares S&P Small-cap 600 Value ETF | 1.7 | 18 | 42 | 9.5 | -0.6 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 1.7 | 15 | 45 | 9.6 | -0.5 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 1.7 | 70 | -10 | 5.4 | -4.7 |
IWS | iShares Russell Mid-Cap Value ETF | 1.7 | 23 | 37 | 7.3 | -2.8 |
IQRA | IQ CBRE Real Assets ETF | 1.7 | 65 | -5 | 5.8 | -4.3 |
JHSC | John Hancock Multifactor Small Cap ETF | 1.6 | 42 | 18 | 6.4 | -3.7 |
VBR | Vanguard Small Cap Value Index Fund | 1.6 | 7 | 53 | 9.1 | -1.0 |
FLRG | Fidelity U.S. Multifactor ETF | 1.6 | 29 | 31 | 7.9 | -2.2 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 1.6 | 39 | 21 | 12.1 | +2.0 |
IWN | iShares Russell 2000 Value ETF | 1.5 | 24 | 36 | 6.2 | -3.9 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 1.5 | 12 | 48 | 7.8 | -2.3 |
VTWV | Vanguard Russell 2000 Value Index Fund | 1.5 | 15 | 45 | 6.4 | -3.7 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 1.5 | 35 | 25 | 6.5 | -3.6 |
GDIV | Harbor Dividend Growth Leaders ETF | 1.5 | 50 | 10 | 6.2 | -3.9 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 1.5 | 15 | 45 | 6.9 | -3.2 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 1.5 | 17 | 43 | 6.9 | -3.2 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 1.5 | 15 | 45 | 6.9 | -3.2 |
YOLO | AdvisorShares Pure Cannabis ETF | 1.5 | 103 | -43 | -50.5 | -60.5 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 1.5 | 20 | 40 | 10.8 | +0.7 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 1.5 | 7 | 53 | 6.1 | -4.0 |
FSMD | Fidelity Small-Mid Factor ETF | 1.5 | 29 | 31 | 7.9 | -2.2 |
CVY | Invesco Zacks Multi-Asset Income ETF | 1.5 | 100 | -40 | 11.8 | +1.7 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 1.4 | 12 | 48 | 7.9 | -2.2 |
FLDZ | RiverNorth Volition America Patriot ETF | 1.4 | 75 | -15 | 6.1 | -4.0 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 1.4 | 15 | 45 | 7.9 | -2.2 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 1.4 | 15 | 45 | 8.5 | -1.6 |
HAPY | Harbor Corporate Culture Leaders ETF | 1.4 | 50 | 10 | 3.8 | -6.3 |
SCHM | Schwab U.S. Mid-Cap ETF | 1.4 | 4 | 56 | 6.8 | -3.3 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 1.3 | 50 | 10 | 7.3 | -2.8 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 1.3 | 10 | 50 | 8.1 | -2.0 |
IJR | iShares Core S&P Small Cap ETF | 1.3 | 6 | 54 | 8.4 | -1.7 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 1.3 | 3 | 57 | 8.4 | -1.7 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 1.3 | 20 | 40 | 6.9 | -3.2 |
RNSC | Small Cap US Equity Select ETF | 1.3 | 60 | 0 | 8.8 | -1.3 |
PFI | Invesco DWA Financial Momentum ETF | 1.3 | 60 | 0 | 8.6 | -1.5 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 1.3 | 15 | 45 | 8.3 | -1.8 |
SCHA | Schwab U.S. Small-Cap ETF | 1.3 | 4 | 56 | 5.2 | -4.9 |
ISCV | iShares Morningstar Small Cap Value ETF | 1.3 | 6 | 54 | 8.5 | -1.6 |
SDIV | Global X SuperDividend ETF | 1.3 | 58 | 2 | 16.3 | +6.2 |
VOE | Vanguard Mid-Cap Value Index Fund | 1.3 | 7 | 53 | 8.1 | -2.0 |
VOT | Vanguard Mid-Cap Growth Index Fund | 1.3 | 7 | 53 | 4.7 | -5.4 |
ROSC | Hartford Multifactor Small Cap ETF | 1.2 | 34 | 26 | 10.7 | +0.6 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 1.2 | 12 | 48 | 7.8 | -2.3 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 1.2 | 15 | 45 | 7.8 | -2.3 |
RNMC | Mid Cap US Equity Select ETF | 1.2 | 60 | 0 | 8.9 | -1.2 |
VO | Vanguard Mid-Cap Index Fund | 1.2 | 4 | 56 | 6.4 | -3.7 |
IWR | iShares Russell Midcap ETF | 1.2 | 18 | 42 | 6.2 | -3.9 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 1.2 | 4 | 56 | 6.2 | -3.9 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 1.2 | 80 | -20 | 5.6 | -4.5 |
IMCB | iShares Morningstar Mid-Cap ETF | 1.2 | 4 | 56 | 6.3 | -3.8 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 1.2 | 4 | 56 | 6.3 | -3.8 |
VXF | Vanguard Extended Market Index Fund | 1.2 | 6 | 54 | 4.0 | -6.1 |
VB | Vanguard Small-Cap ETF | 1.2 | 5 | 55 | 5.8 | -4.3 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 1.2 | 10 | 50 | 5.0 | -5.1 |
FLQS | Franklin LibertyQ U.S. Small Cap Equity ETF | 1.1 | 35 | 25 | 8.6 | -1.5 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 1.1 | 61 | -1 | 8.8 | -1.3 |
ISCB | iShares Morningstar Small-Cap ETF | 1.1 | 4 | 56 | 5.3 | -4.8 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 1.1 | 30 | 30 | 8.4 | -1.7 |
HDUS | Hartford Disciplined US Equity ETF | 1.0 | 19 | 41 | 6.5 | -3.6 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.0 | 9 | 51 | 4.1 | -6.0 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 1.0 | 40 | 20 | 7.9 | -2.2 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 1.0 | 20 | 40 | 7.5 | -2.6 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 1.0 | 25 | 35 | 7.0 | -3.1 |
DHS | WisdomTree U.S. High Dividend Fund | 0.9 | 38 | 22 | 9.8 | -0.3 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 0.9 | 59 | 1 | 8.9 | -1.2 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 0.9 | 6 | 54 | 2.0 | -8.1 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.9 | 39 | 21 | 4.3 | -5.8 |
BUZZ | VanEck Social Sentiment ETF | 0.9 | 75 | -15 | 1.9 | -8.2 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 0.9 | 25 | 35 | 7.0 | -3.1 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 0.9 | 15 | 45 | 7.0 | -3.1 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 0.9 | 15 | 45 | 7.1 | -3.0 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 0.9 | 59 | 1 | 5.6 | -4.5 |
WDIV | SPDR Global Dividend ETF | 0.9 | 40 | 20 | 9.7 | -0.4 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 0.9 | 67 | -7 | 11.2 | +1.1 |
NTZG | Nuveen Global Net Zero Transition ETF | 0.9 | 55 | 5 | 5.1 | -5.0 |
AFMC | First Trust Active Factor Mid Cap ETF | 0.9 | 65 | -5 | 9.1 | -1.0 |
RESP | WisdomTree US ESG Fund of Benef Interest | 0.8 | 28 | 32 | 6.2 | -3.9 |
STXV | Strive 1000 Value ETF | 0.8 | 18 | 42 | 8.5 | -1.6 |
STXK | Strive Small-Cap ETF | 0.8 | 18 | 42 | 5.7 | -4.4 |
JVAL | JPMorgan U.S. Value Factor ETF | 0.8 | 12 | 48 | 8.9 | -1.2 |
IWM | iShares Russell 2000 ETF | 0.8 | 19 | 41 | 3.9 | -6.2 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 0.8 | 25 | 35 | 6.5 | -3.6 |
VTWO | Vanguard Russell 2000 Index Fund | 0.8 | 10 | 50 | 4.0 | -6.1 |
SFYX | Sofi Next 500 ETF | 0.8 | 0 | 60 | 6.1 | -4.0 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 0.8 | 9 | 51 | 6.6 | -3.5 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 0.8 | 15 | 45 | 6.7 | -3.4 |
AFSM | First Trust Active Factor Small Cap ETF | 0.8 | 77 | -17 | 9.4 | -0.7 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 0.8 | 10 | 50 | 5.0 | -5.1 |
SMMD | iShares Russell 2500 ETF | 0.7 | 15 | 45 | 6.4 | -3.7 |
JHMM | John Hancock Multifactor Mid Cap ETF | 0.7 | 42 | 18 | 7.2 | -2.9 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 0.7 | 38 | 22 | 10.5 | +0.4 |
DTD | WisdomTree U.S.Total Dividend Fund | 0.7 | 28 | 32 | 7.2 | -2.9 |
CGUS | Capital Group Core Equity ETF | 0.7 | 33 | 27 | 5.2 | -4.9 |
PY | Principal Shareholder Yield Index ETF | 0.7 | 15 | 45 | 7.8 | -2.3 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 0.7 | 60 | 0 | 7.4 | -2.7 |
KOCG | FIS Knights of Columbus Global Belief ETF | 0.7 | 75 | -15 | 5.2 | -4.9 |
ROUS | Hartford Multifactor US Equity ETF | 0.7 | 19 | 41 | 6.6 | -3.5 |
IWC | iShares Micro-Cap ETF | 0.7 | 60 | 0 | -5.4 | -15.5 |
MAGA | Point Bridge GOP Stock Tracker ETF | 0.6 | 72 | -12 | 6.5 | -3.6 |
FVAL | Fidelity Value Factor ETF | 0.6 | 29 | 31 | 7.7 | -2.4 |
VONV | Vanguard Russell 1000 Value Index Fund | 0.6 | 8 | 52 | 7.2 | -2.9 |
IWD | iShares Russell 1000 Value ETF | 0.6 | 19 | 41 | 7.1 | -3.0 |
EUSA | iShares MSCI USA Equal Weighted ETF | 0.6 | 9 | 51 | 6.5 | -3.6 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 0.6 | 39 | 21 | 8.9 | -1.2 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 0.6 | 20 | 40 | 7.3 | -2.8 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 0.6 | 20 | 40 | 8.3 | -1.8 |
VBK | Vanguard Small-Cap Growth Index Fund | 0.6 | 7 | 53 | 1.3 | -8.8 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 0.6 | 81 | -21 | 3.9 | -6.2 |
GLIF | AGFiQ Global Infrastructure ETF | 0.6 | 45 | 15 | 5.2 | -4.9 |
ISMD | Inspire Small/Mid Cap Impact ETF | 0.6 | 54 | 6 | 6.3 | -3.8 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 0.6 | 17 | 43 | 5.8 | -4.3 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 0.6 | 28 | 32 | 6.8 | -3.3 |
USVT | US Value ETF | 0.6 | 49 | 11 | 12.1 | +2.0 |
SIZE | iShares MSCI USA Size Factor ETF | 0.6 | 15 | 45 | 6.4 | -3.7 |
WTRE | WisdomTree New Economy Real Estate Fund | 0.6 | 58 | 2 | 5.2 | -4.9 |
FDM | First Trust Dow Jones Select Microcap Index Fund | 0.6 | 60 | 0 | 7.8 | -2.3 |
AUSF | Global X Adaptive U.S. Factor ETF | 0.5 | 27 | 33 | 5.9 | -4.2 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 0.5 | 31 | 29 | 8.1 | -2.0 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 0.5 | 20 | 40 | 6.2 | -3.9 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 0.5 | 50 | 10 | 8.8 | -1.3 |
TXS | Texas Capital Texas Equity Index ETF | 0.5 | 49 | 11 | 5.6 | -4.5 |
FQAL | Fidelity Quality Factor ETF | 0.5 | 29 | 31 | 5.8 | -4.3 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 0.5 | 6 | 54 | 4.5 | -5.6 |
REVS | Columbia Research Enhanced Value ETF | 0.5 | 19 | 41 | 8.1 | -2.0 |
SCHV | Schwab U.S. Large-Cap Value ETF | 0.5 | 4 | 56 | 7.1 | -3.0 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 0.5 | 65 | -5 | 4.4 | -5.7 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 0.5 | 10 | 50 | 5.9 | -4.2 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 0.5 | 59 | 1 | 6.1 | -4.0 |
FMIL | Fidelity New Millennium ETF | 0.4 | 59 | 1 | 4.4 | -5.7 |
IQSM | IQ Candriam ESG U.S. Mid Cap Equity ETF | 0.4 | 15 | 45 | 6.8 | -3.3 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 0.4 | 12 | 48 | 5.4 | -4.7 |
TMFX | Motley Fool Next Index ETF | 0.4 | 50 | 10 | 3.3 | -6.8 |
BIBL | Inspire ETF | 0.4 | 35 | 25 | 5.4 | -4.7 |
SMDY | Syntax Stratified MidCap ETF | 0.4 | 35 | 25 | 7.5 | -2.6 |
SVAL | iShares US Small Cap Value Factor ETF | 0.4 | 20 | 40 | 12.0 | +1.9 |
ILCV | iShares Morningstar Value ETF | 0.4 | 4 | 56 | 7.3 | -2.8 |
USXF | iShares ESG Advanced MSCI USA ETF | 0.4 | 10 | 50 | 5.4 | -4.7 |
WLDR | Affinity World Leaders Equity ETF | 0.4 | 67 | -7 | 8.7 | -1.4 |
PFM | Invesco Dividend Achievers ETF | 0.4 | 53 | 7 | 5.9 | -4.2 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 0.4 | 15 | 45 | 6.0 | -4.1 |
IUSV | iShares Core S&P U.S. Value ETF | 0.4 | 4 | 56 | 6.3 | -3.8 |
CZA | Invesco Zacks Mid-Cap ETF | 0.4 | 69 | -9 | 6.7 | -3.4 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 0.4 | 17 | 43 | 7.5 | -2.6 |
RSP | Invesco S&P 500 Equal Weight ETF | 0.4 | 20 | 40 | 6.6 | -3.5 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 0.4 | 15 | 45 | 5.1 | -5.0 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.4 | 30 | 30 | 10.4 | +0.3 |
APUE | ActivePassive U.S. Equity ETF | 0.4 | 33 | 27 | 5.4 | -4.7 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 0.4 | 20 | 40 | 7.4 | -2.7 |
SSLY | Syntax Stratified SmallCap ETF | 0.4 | 40 | 20 | 8.1 | -2.0 |
FDMO | Fidelity Momentum Factor ETF | 0.4 | 29 | 31 | 4.1 | -6.0 |
VTV | Vanguard Value Index Fund | 0.4 | 4 | 56 | 7.4 | -2.7 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 0.4 | 29 | 31 | 6.8 | -3.3 |
SFY | SoFi Select 500 ETF | 0.3 | 0 | 60 | 5.4 | -4.7 |
FDLO | Fidelity Low Volatility Factor ETF | 0.3 | 29 | 31 | 5.4 | -4.7 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 0.3 | 39 | 21 | 6.3 | -3.8 |
VEGN | US Vegan Climate ETF | 0.3 | 60 | 0 | 4.8 | -5.3 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 0.3 | 9 | 51 | 6.3 | -3.8 |
SCHB | Schwab U.S. Broad Market ETF | 0.3 | 3 | 57 | 5.5 | -4.6 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 0.3 | 3 | 57 | 5.4 | -4.7 |
VTHR | Vanguard Russell 3000 Index Fund | 0.3 | 10 | 50 | 5.4 | -4.7 |
VTI | Vanguard Total Stock Market Index Fund | 0.3 | 3 | 57 | 5.3 | -4.8 |
IWV | iShares Russell 3000 ETF | 0.3 | 20 | 40 | 5.3 | -4.8 |
AFLG | First Trust Active Factor Large Cap ETF | 0.3 | 55 | 5 | 6.5 | -3.6 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 0.3 | 25 | 35 | 6.2 | -3.9 |
VOOV | Vanguard S&P 500 Value ETF | 0.3 | 10 | 50 | 6.1 | -4.0 |
IVE | iShares S&P 500 Value ETF | 0.3 | 18 | 42 | 6.0 | -4.1 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 0.3 | 4 | 56 | 6.1 | -4.0 |
JHML | John Hancock Multifactor Large Cap ETF | 0.3 | 29 | 31 | 6.0 | -4.1 |
FLOW | Global X U.S. Cash Flow Kings 100 ETF | 0.3 | 25 | 35 | 12.1 | +2.0 |
IYY | iShares Dow Jones U.S. ETF | 0.3 | 20 | 40 | 5.3 | -4.8 |
EES | WisdomTree SmallCap Earnings Fund | 0.3 | 38 | 22 | 11.4 | +1.3 |
SPTM | SPDR Portfolio Total Stock Market ETF | 0.3 | 3 | 57 | 5.8 | -4.3 |
VONE | Vanguard Russell 1000 ETF | 0.3 | 8 | 52 | 5.5 | -4.6 |
IWB | iShares Russell 1000 ETF | 0.3 | 15 | 45 | 5.4 | -4.7 |
SCHK | Schwab 1000 Index ETF | 0.3 | 5 | 55 | 5.5 | -4.6 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 0.3 | 71 | -11 | 1.1 | -9.0 |
VLU | SPDR S&P 1500 Value Tilt ETF | 0.3 | 12 | 48 | 7.7 | -2.4 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 0.3 | 12 | 48 | 5.6 | -4.5 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 0.3 | 7 | 53 | 5.6 | -4.5 |
GSPY | Gotham Enhanced 500 ETF | 0.3 | 50 | 10 | 5.8 | -4.3 |
ESGV | Vanguard ESG U.S. Stock ETF | 0.3 | 9 | 51 | 5.3 | -4.8 |
BLES | Inspire Global Hope Large Cap ETF | 0.3 | 61 | -1 | 6.4 | -3.7 |
RNLC | Large Cap US Equity Select ETF | 0.3 | 60 | 0 | 6.6 | -3.5 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 0.2 | 9 | 51 | 6.0 | -4.1 |
FDRR | Fidelity Dividend ETF for Rising Rates | 0.2 | 29 | 31 | 8.1 | -2.0 |
ILCB | iShares Morningstar U.S. Equity ETF | 0.2 | 3 | 57 | 5.5 | -4.6 |
CSML | IQ Chaikin U.S. Small Cap ETF | 0.2 | 35 | 25 | 5.8 | -4.3 |
SCHX | Schwab U.S. Large-Cap ETF | 0.2 | 3 | 57 | 5.5 | -4.6 |
PRF | Invesco FTSE RAFI US 1000 ETF | 0.2 | 39 | 21 | 7.1 | -3.0 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 0.2 | 11 | 49 | 5.5 | -4.6 |
AIEQ | AI Powered Equity ETF | 0.2 | 75 | -15 | 4.1 | -6.0 |
PBUS | Invesco PureBeta MSCI USA ETF | 0.2 | 4 | 56 | 5.5 | -4.6 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 0.2 | 39 | 21 | 9.3 | -0.8 |
WKLY | SoFi Weekly Dividend ETF | 0.2 | 49 | 11 | 7.7 | -2.4 |
YPS | Arrow Reverse Cap 500 ETF | 0.2 | 29 | 31 | 7.2 | -2.9 |
VV | Vanguard Large-Cap Index Fund | 0.2 | 4 | 56 | 5.5 | -4.6 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.2 | 30 | 30 | 9.5 | -0.6 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 0.2 | 9 | 51 | 5.3 | -4.8 |
VOTE | Engine No. 1 Transform 500 ETF | 0.2 | 5 | 55 | 5.4 | -4.7 |
STRV | Strive 500 ETF | 0.2 | 5 | 55 | 5.5 | -4.6 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 0.2 | 2 | 58 | 5.5 | -4.6 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 0.2 | 29 | 31 | 7.1 | -3.0 |
XVV | iShares ESG Screened S&P 500 ETF | 0.2 | 8 | 52 | 5.4 | -4.7 |
SHE | SPDR SSGA Gender Diversity Index ETF | 0.2 | 20 | 40 | 5.6 | -4.5 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 0.2 | 7 | 53 | 5.5 | -4.6 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 0.2 | 9 | 51 | 5.5 | -4.6 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.2 | 20 | 40 | 5.4 | -4.7 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 0.2 | 11 | 49 | 5.6 | -4.5 |
IVV | iShares Core S&P 500 ETF | 0.2 | 3 | 57 | 5.6 | -4.5 |
SPLG | SPDR Portfolio S&P 500 ETF | 0.2 | 2 | 58 | 5.6 | -4.5 |
SPY | SPDR S&P 500 ETF Trust | 0.2 | 9 | 51 | 5.5 | -4.6 |
RECS | Columbia Research Enhanced Core ETF | 0.2 | 15 | 45 | 6.2 | -3.9 |
RVRB | Reverb ETF | 0.2 | 30 | 30 | 5.3 | -4.8 |
VOO | VANGUARD S&P 500 ETF | 0.2 | 3 | 57 | 5.6 | -4.5 |
VT | Vanguard Total World Stock ETF | 0.2 | 7 | 53 | 5.1 | -5.0 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.2 | 9 | 51 | 5.7 | -4.4 |
IUSG | iShares Core S&P US Growth ETF | 0.2 | 4 | 56 | 5.7 | -4.4 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 0.2 | 70 | -10 | 2.4 | -7.7 |
TOK | iShares MSCI Kokusai ETF | 0.2 | 25 | 35 | 5.4 | -4.7 |
DIVB | iShares Core Dividend | 0.2 | 5 | 55 | 8.4 | -1.7 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 0.1 | 25 | 35 | 7.2 | -2.9 |
URTH | iShares MSCI World ETF | 0.1 | 24 | 36 | 5.5 | -4.6 |
VDNI | V-Shares US Leadership Diversity ETF | 0.1 | 29 | 31 | 5.7 | -4.4 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.1 | 25 | 35 | 6.2 | -3.9 |
SSPY | Syntax Stratified LargeCap ETF | 0.1 | 30 | 30 | 7.0 | -3.1 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.1 | 39 | 21 | 10.9 | +0.8 |
ACWI | iShares MSCI ACWI ETF | 0.1 | 32 | 28 | 5.6 | -4.5 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.1 | 12 | 48 | 5.4 | -4.7 |
EPS | WisdomTree U.S. Earnings 500 Fund | 0.1 | 8 | 52 | 6.8 | -3.3 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 0.1 | 12 | 48 | 4.9 | -5.2 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 0.1 | 29 | 31 | 5.4 | -4.7 |
ILCG | iShares Morningstar Growth ETF | 0.1 | 4 | 56 | 4.3 | -5.8 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 0.1 | 63 | -3 | 2.7 | -7.4 |
IEDI | iShares Evolved U.S. Discretionary Spending ETF | 0.1 | 18 | 42 | 5.2 | -4.9 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.1 | 75 | -15 | 6.5 | -3.6 |
VUG | Vanguard Growth Index Fund | 0.1 | 4 | 56 | 4.5 | -5.6 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 0.1 | 25 | 35 | 7.2 | -2.9 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.1 | 15 | 45 | 6.3 | -3.8 |
VOOG | Vanguard S&P 500 Growth ETF | 0.1 | 10 | 50 | 5.6 | -4.5 |
IVW | iShares S&P 500 Growth ETF | 0.1 | 18 | 42 | 5.5 | -4.6 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.1 | 4 | 56 | 5.7 | -4.4 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 0.1 | 59 | 1 | 8.0 | -2.1 |
JQUA | JPMorgan U.S. Quality Factor ETF | 0.1 | 12 | 48 | 6.0 | -4.1 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.1 | 9 | 51 | 5.7 | -4.4 |
IWO | iShares Russell 2000 Growth ETF | 0.1 | 24 | 36 | 1.2 | -8.9 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 0.1 | 15 | 45 | 1.3 | -8.8 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.1 | 20 | 40 | 5.8 | -4.3 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 0.1 | 75 | -15 | 4.3 | -5.8 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 0.1 | 21 | 39 | 4.0 | -6.1 |
HKND | Humankind US Stock ETF | 0.1 | 11 | 49 | 6.8 | -3.3 |
IQSU | IQ Candriam ESG US Equity ETF | 0.0 | 9 | 51 | 5.0 | -5.1 |
RWL | Invesco S&P 500 Revenue ETF | 0.0 | 39 | 21 | 7.1 | -3.0 |
STXD | Strive 1000 Dividend Growth ETF | 0.0 | 35 | 25 | 5.7 | -4.4 |
ACVF | American Conservative Values ETF | 0.0 | 75 | -15 | 4.8 | -5.3 |
HLGE | Hartford Longevity Economy ETF | 0.0 | 44 | 16 | 7.0 | -3.1 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.0 | 30 | 30 | 6.1 | -4.0 |
STXG | Strive 1000 Growth ETF | 0.0 | 18 | 42 | 4.4 | -5.7 |
ARB | AltShares Merger Arbitrage ETF | -0.3 | 77 | -17 | -0.4 | -10.5 |
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: |
NETLease Corporate Real Estate ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
SPECULATIVE |
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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