NETLease Corporate Real Estate ETF
|
- 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) | $95 |
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) | $6,967 |
Large cap (>$10bn) | 27.2% |
Mid cap ($2-10bn) | 42.4% |
Small cap (<$2bn) | 30.4% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
STAG INDUSTRIAL INC | 9.2 % |
NATIONAL RETAIL PROPERTIES | 8.2 % |
VICI PROPERTIES INC | 8.1 % |
REALTY INCOME CORP | 8.0 % |
WP CAREY INC | 7.5 % |
EPR PROPERTIES | 4.6 % |
LEXINGTON REALTY TRUST | 4.4 % |
GETTY REALTY CORP | 4.3 % |
SPIRIT REALTY CAPITAL INC | 4.1 % |
ESSENTIAL PROPERTIES REALTY TRUST, | 4.1 % | Total | 62.3 % |
---|
![]() |
UNITED STATES | 99.7 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-5.2% | -8.6% | -- | -- | 2.7% |
versus... | Beta | R-squared |
S&P500 | 1.01 | 73% |
MSCI EAFE | 0.97 | 69% |
MSCI Emg. Mkts. | 0.64 | 30% |
Recent close | $24.37 |
30d moving avg. | $24.01 |
Annualized volatility | 21.3% |
Short interest (ETF) | 0.0% |
Short interest (Underlying) | 3.1% |
Relative strength (RSI) | 52 |
Avg. volume (thou.) | 15 |
Turnover | 0.4% |
Bid/Ask (% of price) | 0.42% |
ADV underlying (mns) | $453 |
FINDING ALTERNATIVE FUNDS
Below is a list of 358 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™: | 8.9% |
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 | 33.5 | 35 | 25 | 17.1 | +8.2 |
RDOG | ALPS REIT Dividend Dogs ETF | 25.2 | 35 | 25 | 12.7 | +3.8 |
JRE | Janus Henderson U.S. Real Estate ETF | 24.6 | 65 | -5 | 5.3 | -3.6 |
BLDG | Cambria Global Real Estate ETF | 15.3 | 59 | 1 | 9.4 | +0.5 |
FRI | First Trust S&P REIT Index Fund | 14.8 | 50 | 10 | 7.1 | -1.8 |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 14.7 | 11 | 49 | 7.5 | -1.4 |
USRT | iShares Core U.S. REIT ETF | 14.6 | 8 | 52 | 7.5 | -1.4 |
RIET | Hoya Capital High Dividend Yield ETF | 14.3 | 50 | 10 | 12.2 | +3.3 |
PPTY | PPTY-U.S. Diversified Real Estate ETF | 13.4 | 49 | 11 | 7.2 | -1.7 |
SRET | Global X SuperDividend REIT ETF | 13.1 | 58 | 2 | 9.6 | +0.7 |
DFAR | Dimensional US Real Estate ETF | 12.8 | 19 | 41 | 7.3 | -1.6 |
SCHH | Schwab U.S. REIT ETF | 12.3 | 7 | 53 | 7.5 | -1.4 |
JPRE | JPMorgan Realty Income ETF | 12.1 | 50 | 10 | 6.6 | -2.3 |
FREL | Fidelity MSCI Real Estate Index ETF | 11.7 | 84 | -24 | 6.6 | -2.3 |
PSR | Invesco Active U.S. Real Estate Fund | 11.6 | 35 | 25 | 6.9 | -2.0 |
HOTL | Kelly Hotel & Lodging Sector ETF | 11.6 | 78 | -18 | 2.8 | -6.1 |
RWR | SPDR Dow Jones REIT ETF | 10.9 | 25 | 35 | 7.3 | -1.6 |
IYR | iShares U.S. Real Estate ETF | 10.7 | 39 | 21 | 7.1 | -1.8 |
REET | iShares Global REIT ETF | 10.6 | 14 | 46 | 7.1 | -1.8 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 10.1 | 60 | 0 | 8.4 | -0.5 |
BJK | VanEck Gaming ETF | 10.0 | 62 | -2 | 1.7 | -7.2 |
VNQ | Vanguard REIT Index Fund | 9.9 | 12 | 48 | 7.4 | -1.6 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 9.8 | 45 | 15 | 7.8 | -1.1 |
ICF | iShares Cohen & Steers REIT ETF | 9.5 | 32 | 28 | 6.9 | -2.0 |
AVRE | Avantis Real Estate ETF | 9.4 | 17 | 43 | 6.5 | -2.4 |
DFGR | Dimensional Global Real Estate ETF | 8.4 | 22 | 38 | 6.9 | -2.0 |
DTRE | Alerian Disruptive Technology Real Estate ETF | 8.4 | 60 | 0 | 8.1 | -0.8 |
VICE | AdvisorShares Vice ETF | 8.2 | 99 | -39 | 8.7 | -0.2 |
XLRE | The Real Estate Select Sector SPDR Fund | 8.0 | 10 | 50 | 7.0 | -1.9 |
RWO | SPDR Dow Jones Global Real Estate ETF | 7.6 | 50 | 10 | 6.8 | -2.1 |
ERET | iShares Environmentally Aware Real Estate ETF | 6.8 | 30 | 30 | 7.3 | -1.6 |
FPRO | Fidelity Real Estate Investment ETF | 6.8 | 59 | 1 | 5.8 | -3.1 |
EWRE | Invesco S&P 500 Equal Weight Real Estate ETF | 6.5 | 40 | 20 | 7.3 | -1.6 |
ICAP | InfraCap Equity Income Fund ETF | 6.5 | 80 | -20 | 11.2 | +2.3 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 6.5 | 27 | 33 | 9.6 | +0.7 |
BEDZ | AdvisorShares Hotel ETF | 6.4 | 99 | -39 | 1.4 | -7.6 |
VRAI | Virtus Real Asset Income ETF | 6.3 | 55 | 5 | 8.3 | -0.6 |
PSCF | Invesco S&P SmallCap Financials ETF | 6.2 | 29 | 31 | 11.2 | +2.3 |
INDS | Pacer Benchmark Industrial Real Estate SCTR ETF | 6.2 | 60 | 0 | 5.4 | -3.6 |
PFI | Invesco DWA Financial Momentum ETF | 6.0 | 60 | 0 | 7.2 | -1.7 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 4.3 | 30 | 30 | 9.5 | +0.6 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 4.2 | 25 | 35 | 7.8 | -1.1 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 4.1 | 25 | 35 | 7.7 | -1.2 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 4.1 | 60 | 0 | 5.8 | -3.1 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 3.8 | 20 | 40 | 9.2 | +0.3 |
CVY | Invesco Zacks Multi-Asset Income ETF | 3.7 | 100 | -40 | 11.1 | +2.2 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 3.7 | 80 | -20 | 7.1 | -1.8 |
SDY | SPDR S&P Dividend ETF | 3.4 | 35 | 25 | 7.2 | -1.7 |
FCPI | Fidelity Stocks for Inflation ETF | 3.4 | 29 | 31 | 9.6 | +0.7 |
MJUS | ETFMG U.S. Alternative Harvest ETF | 3.3 | 75 | -15 | -34.8 | -43.7 |
THCX | The Cannabis ETF | 3.3 | 75 | -15 | -204.8 | -213.7 |
TOKE | Cambria Cannabis ETF | 3.3 | 42 | 18 | -20.1 | -29.0 |
POTX | Global X Cannabis ETF | 3.3 | 50 | 10 | -131.2 | -140.1 |
CNBS | Amplify Seymour Cannabis ETF | 3.3 | 75 | -15 | -49.1 | -58.0 |
GK | AdvisorShares Gerber Kawasaki ETF | 3.3 | 81 | -21 | 5.0 | -3.9 |
OSCV | Opus Small Cap Value Plus ETF | 3.0 | 79 | -19 | 6.4 | -2.5 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 3.0 | 25 | 35 | 9.9 | +1.0 |
PSC | Principal U.S. Small Cap Index ETF | 3.0 | 38 | 22 | 8.5 | -0.4 |
KONG | Formidable Fortress ETF | 2.9 | 89 | -29 | 6.0 | -2.9 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 2.9 | 60 | 0 | 8.5 | -0.4 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 2.9 | 30 | 30 | 9.4 | +0.5 |
RITA | ETFB Green SRI REITs ETF | 2.9 | 50 | 10 | 4.9 | -4.0 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 2.9 | 38 | 22 | 9.9 | +1.0 |
TMFS | Motley Fool Small Cap Growth ETF | 2.8 | 85 | -25 | 2.9 | -6.0 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 2.7 | 30 | 30 | 13.0 | +4.1 |
SPYD | SPDR S&P 500 High Dividend ETF | 2.7 | 7 | 53 | 11.1 | +2.2 |
ROOF | IQ US Real Estate Small Cap ETF | 2.6 | 60 | 0 | 4.9 | -4.1 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 2.5 | 70 | -10 | 6.2 | -2.7 |
IWN | iShares Russell 2000 Value ETF | 2.5 | 23 | 37 | 6.3 | -2.6 |
VTWV | Vanguard Russell 2000 Value Index Fund | 2.4 | 15 | 45 | 6.1 | -2.8 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 2.2 | 41 | 19 | 6.7 | -2.2 |
UDI | USCF Dividend Income Fund | 2.2 | 65 | -5 | 8.7 | -0.2 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 2.2 | 12 | 48 | 8.2 | -0.7 |
PY | Principal Shareholder Yield Index ETF | 2.1 | 15 | 45 | 8.2 | -0.7 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 2.1 | 20 | 40 | 6.3 | -2.6 |
FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | 2.0 | 60 | 0 | 11.4 | +2.5 |
JHDV | John Hancock U.S. High Dividend ETF | 2.0 | 34 | 26 | 8.3 | -0.6 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 2.0 | 41 | 19 | 7.3 | -1.6 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 2.0 | 24 | 36 | 9.3 | +0.4 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 2.0 | 6 | 54 | 9.1 | +0.2 |
JRNY | ALPS Global Travel Beneficiaries ETF | 2.0 | 65 | -5 | 0.8 | -8.2 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 2.0 | 15 | 45 | 9.3 | +0.4 |
BIBL | Inspire ETF | 2.0 | 35 | 25 | 5.7 | -3.2 |
IJS | iShares S&P Small-cap 600 Value ETF | 1.9 | 18 | 42 | 9.3 | +0.4 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 1.9 | 15 | 45 | 9.2 | +0.3 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 1.9 | 25 | 35 | 6.9 | -2.0 |
SPLV | Invesco S&P 500 Low Volatility ETF | 1.9 | 25 | 35 | 6.8 | -2.1 |
DON | WisdomTree U.S. MidCap Dividend Fund | 1.9 | 38 | 22 | 9.8 | +0.9 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 1.9 | 29 | 31 | 8.3 | -0.6 |
IWS | iShares Russell Mid-Cap Value ETF | 1.9 | 23 | 37 | 7.6 | -1.3 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 1.9 | 39 | 21 | 7.6 | -1.3 |
MGMT | Ballast Small/Mid Cap ETF | 1.8 | 110 | -50 | 7.4 | -1.5 |
FLRG | Fidelity U.S. Multifactor ETF | 1.8 | 29 | 31 | 8.0 | -0.9 |
VBR | Vanguard Small Cap Value Index Fund | 1.8 | 7 | 53 | 9.2 | +0.3 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 1.7 | 75 | -15 | 3.4 | -5.5 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 1.7 | 18 | 42 | 9.4 | +0.5 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 1.7 | 15 | 45 | 9.5 | +0.6 |
MJ | ETFMG Alternative Harvest ETF | 1.6 | 75 | -15 | 0.0 | -8.9 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 1.6 | 7 | 53 | 5.9 | -3.0 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 1.6 | 12 | 48 | 7.6 | -1.4 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 1.6 | 15 | 45 | 8.3 | -0.6 |
HDUS | Hartford Disciplined US Equity ETF | 1.6 | 19 | 41 | 7.1 | -1.8 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 1.6 | 20 | 40 | 10.8 | +1.9 |
DIV | Global X SuperDividend US ETF | 1.6 | 45 | 15 | 9.2 | +0.3 |
VOE | Vanguard Mid-Cap Value Index Fund | 1.5 | 7 | 53 | 8.6 | -0.3 |
JHSC | John Hancock Multifactor Small Cap ETF | 1.5 | 42 | 18 | 7.1 | -1.8 |
SCHM | Schwab U.S. Mid-Cap ETF | 1.5 | 4 | 56 | 6.5 | -2.4 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 1.5 | 35 | 25 | 6.7 | -2.2 |
FLDZ | RiverNorth Volition America Patriot ETF | 1.5 | 70 | -10 | 6.9 | -2.0 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 1.5 | 18 | 42 | 9.0 | +0.1 |
YOLO | AdvisorShares Pure Cannabis ETF | 1.5 | 76 | -16 | -73.8 | -82.7 |
FLQS | Franklin LibertyQ U.S. Small Cap Equity ETF | 1.4 | 35 | 25 | 8.5 | -0.4 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 1.4 | 10 | 50 | 8.1 | -0.8 |
IJR | iShares Core S&P Small Cap ETF | 1.4 | 6 | 54 | 8.1 | -0.8 |
SLY | SPDR S&P 600 Small Cap ETF | 1.4 | 15 | 45 | 8.1 | -0.8 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 1.4 | 5 | 55 | 8.2 | -0.7 |
MDY | SPDR S&P Midcap 400 ETF Trust | 1.4 | 22 | 38 | 8.2 | -0.7 |
FSMD | Fidelity Small-Mid Factor ETF | 1.4 | 29 | 31 | 8.2 | -0.7 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 1.4 | 15 | 45 | 9.5 | +0.6 |
VO | Vanguard Mid-Cap Index Fund | 1.4 | 4 | 56 | 6.8 | -2.2 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 1.4 | 24 | 36 | 8.7 | -0.2 |
IMCB | iShares Morningstar Mid-Cap ETF | 1.4 | 4 | 56 | 6.9 | -2.0 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 1.4 | 4 | 56 | 6.9 | -2.0 |
IJH | iShares Core S&P Mid-Cap ETF | 1.4 | 5 | 55 | 8.4 | -0.5 |
SPMD | SPDR Portfolio Mid Cap ETF | 1.4 | 5 | 55 | 8.3 | -0.6 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 1.3 | 10 | 50 | 5.6 | -3.3 |
VOT | Vanguard Mid-Cap Growth Index Fund | 1.3 | 7 | 53 | 5.0 | -3.9 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 1.3 | 4 | 56 | 6.1 | -2.8 |
IVRA | Invesco Real Assets ESG ETF | 1.3 | 59 | 1 | 7.0 | -1.9 |
IWM | iShares Russell 2000 ETF | 1.3 | 19 | 41 | 4.5 | -4.4 |
HAPY | Harbor Corporate Culture Leaders ETF | 1.3 | 36 | 24 | 4.8 | -4.1 |
EWMC | Invesco S&P MidCap 400 Equal Weight ETF | 1.3 | 40 | 20 | 8.2 | -0.7 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 1.3 | 15 | 45 | 8.4 | -0.5 |
FQAL | Fidelity Quality Factor ETF | 1.3 | 29 | 31 | 7.0 | -1.9 |
VTWO | Vanguard Russell 2000 Index Fund | 1.3 | 10 | 50 | 4.4 | -4.5 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 1.3 | 12 | 48 | 8.5 | -0.4 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 1.3 | 15 | 45 | 8.9 | -0.0 |
VB | Vanguard Small-Cap ETF | 1.2 | 5 | 55 | 6.1 | -2.8 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 1.2 | 82 | -22 | 6.7 | -2.2 |
DEW | WisdomTree Global High Dividend Fund | 1.2 | 58 | 2 | 10.5 | +1.6 |
VXF | Vanguard Extended Market Index Fund | 1.2 | 6 | 54 | 4.3 | -4.6 |
USMF | WisdomTree U.S. Multifactor Fund | 1.2 | 28 | 32 | 8.5 | -0.4 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 1.2 | 12 | 48 | 8.3 | -0.6 |
IWR | iShares Russell Midcap ETF | 1.2 | 18 | 42 | 6.5 | -2.4 |
ISCV | iShares Morningstar Small Cap Value ETF | 1.2 | 6 | 54 | 8.5 | -0.4 |
SCHA | Schwab U.S. Small-Cap ETF | 1.2 | 4 | 56 | 5.6 | -3.3 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 1.2 | 15 | 45 | 8.4 | -0.5 |
PLTL | Principal US Small-Cap Adaptive Multi-Factor ETF | 1.2 | 19 | 41 | 8.5 | -0.4 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 1.2 | 15 | 45 | 7.8 | -1.1 |
ISCB | iShares Morningstar Small-Cap ETF | 1.1 | 4 | 56 | 5.2 | -3.7 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 1.1 | 6 | 54 | 2.1 | -6.8 |
DFRA | Donoghue Forlines Yield Enhanced Real Asset ETF | 1.1 | 69 | -9 | 8.0 | -1.0 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 1.1 | 81 | -21 | 5.4 | -3.6 |
XSMO | Invesco S&P SmallCap Momentum ETF | 1.1 | 39 | 21 | 6.5 | -2.4 |
RNSC | Small Cap US Equity Select ETF | 1.1 | 60 | 0 | 9.0 | +0.1 |
DHS | WisdomTree U.S. High Dividend Fund | 1.1 | 38 | 22 | 10.1 | +1.2 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 1.1 | 10 | 50 | 8.3 | -0.6 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 1.1 | 71 | -11 | 11.8 | +2.9 |
AFSM | First Trust Active Factor Small Cap ETF | 1.0 | 75 | -15 | 10.1 | +1.2 |
XMMO | Invesco S&P MidCap Momentum ETF | 1.0 | 33 | 27 | 6.7 | -2.2 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 1.0 | 17 | 43 | 7.2 | -1.7 |
ROSC | Hartford Multifactor Small Cap ETF | 1.0 | 34 | 26 | 11.5 | +2.6 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 1.0 | 15 | 45 | 7.3 | -1.6 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 1.0 | 39 | 21 | 14.2 | +5.3 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 1.0 | 25 | 35 | 6.6 | -2.4 |
RNMC | Mid Cap US Equity Select ETF | 1.0 | 60 | 0 | 8.9 | +0.0 |
STXK | Strive Small-Cap ETF | 1.0 | 18 | 42 | 5.4 | -3.5 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 1.0 | 50 | 10 | 8.7 | -0.2 |
BRNY | Burney U.S. Factor Rotation ETF | 1.0 | 79 | -19 | 8.2 | -0.7 |
NTZG | Nuveen Global Net Zero Transition ETF | 1.0 | 55 | 5 | 5.5 | -3.4 |
WDIV | SPDR Global Dividend ETF | 1.0 | 40 | 20 | 11.5 | +2.6 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 1.0 | 25 | 35 | 7.2 | -1.7 |
WTRE | WisdomTree New Economy Real Estate Fund | 0.9 | 58 | 2 | 5.1 | -3.8 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 0.9 | 20 | 40 | 7.0 | -1.9 |
DEF | Invesco Defensive Equity ETF | 0.9 | 55 | 5 | 7.0 | -1.9 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 0.9 | 15 | 45 | 7.0 | -1.9 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 0.9 | 18 | 42 | 7.0 | -1.9 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.9 | 39 | 21 | 4.1 | -4.8 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 0.9 | 15 | 45 | 7.0 | -1.9 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 0.9 | 20 | 40 | 7.9 | -1.0 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 0.9 | 10 | 50 | 5.6 | -3.3 |
CGUS | Capital Group Core Equity ETF | 0.9 | 33 | 27 | 5.8 | -3.2 |
STXV | Strive 1000 Value ETF | 0.9 | 18 | 42 | 8.7 | -0.3 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.9 | 9 | 51 | 4.7 | -4.2 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 0.8 | 69 | -9 | 5.1 | -3.8 |
SFYX | Sofi Next 500 ETF | 0.8 | 0 | 60 | 6.2 | -2.7 |
DTD | WisdomTree U.S.Total Dividend Fund | 0.8 | 28 | 32 | 7.6 | -1.3 |
FDMO | Fidelity Momentum Factor ETF | 0.8 | 29 | 31 | 5.1 | -3.8 |
AFMC | First Trust Active Factor Mid Cap ETF | 0.8 | 65 | -5 | 9.8 | +0.9 |
AUSF | Global X Adaptive U.S. Factor ETF | 0.8 | 27 | 33 | 10.3 | +1.4 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 0.8 | 38 | 22 | 11.3 | +2.4 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 0.8 | 64 | -4 | 8.0 | -1.0 |
JHMM | John Hancock Multifactor Mid Cap ETF | 0.8 | 41 | 19 | 7.7 | -1.2 |
WLDR | Affinity World Leaders Equity ETF | 0.8 | 67 | -7 | 9.6 | +0.7 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 0.8 | 61 | -1 | 8.2 | -0.7 |
AFLG | First Trust Active Factor Large Cap ETF | 0.8 | 55 | 5 | 7.5 | -1.4 |
KOCG | FIS Knights of Columbus Global Belief ETF | 0.8 | 75 | -15 | 7.5 | -1.4 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 0.8 | 9 | 51 | 6.9 | -2.0 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 0.8 | 6 | 54 | 5.0 | -3.9 |
SDIV | Global X SuperDividend ETF | 0.8 | 58 | 2 | 20.4 | +11.5 |
JOET | Virtus Terranova US Quality Momentum ETF | 0.8 | 29 | 31 | 6.6 | -2.3 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 0.7 | 15 | 45 | 7.2 | -1.7 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 0.7 | 28 | 32 | 7.3 | -1.6 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 0.7 | 70 | -10 | 2.0 | -6.9 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 0.7 | 20 | 40 | 6.7 | -2.2 |
SIZE | iShares MSCI USA Size Factor ETF | 0.7 | 15 | 45 | 6.7 | -2.2 |
CZA | Invesco Zacks Mid-Cap ETF | 0.6 | 69 | -9 | 7.5 | -1.4 |
EUSA | iShares MSCI USA Equal Weighted ETF | 0.6 | 9 | 51 | 6.9 | -2.1 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 0.6 | 39 | 21 | 10.0 | +1.1 |
JVAL | JPMorgan U.S. Value Factor ETF | 0.6 | 12 | 48 | 9.7 | +0.8 |
IWD | iShares Russell 1000 Value ETF | 0.6 | 18 | 42 | 7.5 | -1.5 |
VONV | Vanguard Russell 1000 Value Index Fund | 0.6 | 8 | 52 | 7.6 | -1.4 |
FMIL | Fidelity New Millennium ETF | 0.6 | 59 | 1 | 6.3 | -2.6 |
ISMD | Inspire Small/Mid Cap Impact ETF | 0.6 | 48 | 12 | 5.8 | -3.1 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 0.6 | 65 | -5 | 4.7 | -4.2 |
VBK | Vanguard Small-Cap Growth Index Fund | 0.6 | 7 | 53 | 1.7 | -7.2 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 0.6 | 12 | 48 | 6.7 | -2.2 |
GLIF | AGFiQ Global Infrastructure ETF | 0.6 | 45 | 15 | 6.2 | -2.7 |
SPMO | Invesco S&P 500 Momentum ETF | 0.6 | 13 | 47 | 7.5 | -1.4 |
SCHV | Schwab U.S. Large-Cap Value ETF | 0.5 | 4 | 56 | 7.6 | -1.3 |
IWC | iShares Micro-Cap ETF | 0.5 | 60 | 0 | -3.9 | -12.8 |
SMMD | iShares Russell 2500 ETF | 0.5 | 15 | 45 | 6.3 | -2.6 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 0.5 | 17 | 43 | 5.7 | -3.2 |
SMDY | Syntax Stratified MidCap ETF | 0.5 | 35 | 25 | 8.1 | -0.8 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 0.5 | 30 | 30 | 6.0 | -2.9 |
USXF | iShares ESG Advanced MSCI USA ETF | 0.5 | 10 | 50 | 5.9 | -3.1 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 0.5 | 59 | 1 | 4.7 | -4.2 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 0.5 | 10 | 50 | 6.3 | -2.6 |
RNDV | US Equity Dividend Select ETF | 0.5 | 50 | 10 | 10.4 | +1.5 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.5 | 30 | 30 | 8.9 | +0.0 |
BLES | Inspire Global Hope Large Cap ETF | 0.5 | 49 | 11 | 7.3 | -1.6 |
REVS | Columbia Research Enhanced Value ETF | 0.5 | 19 | 41 | 9.1 | +0.2 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 0.4 | 29 | 31 | 8.3 | -0.6 |
PFM | Invesco Dividend Achievers ETF | 0.4 | 53 | 7 | 6.4 | -2.5 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 0.4 | 63 | -3 | 3.6 | -5.3 |
TMFX | Motley Fool Next Index ETF | 0.4 | 50 | 10 | 3.7 | -5.2 |
ILCV | iShares Morningstar Value ETF | 0.4 | 4 | 56 | 7.7 | -1.2 |
SFY | SoFi Select 500 ETF | 0.4 | 0 | 60 | 5.8 | -3.1 |
FDLO | Fidelity Low Volatility Factor ETF | 0.4 | 29 | 31 | 5.9 | -3.0 |
VTV | Vanguard Value Index Fund | 0.4 | 4 | 56 | 8.0 | -0.9 |
IUSV | iShares Core S&P U.S. Value ETF | 0.4 | 4 | 56 | 6.9 | -2.0 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 0.4 | 20 | 40 | 8.9 | 0.0 |
RSP | Invesco S&P 500 Equal Weight ETF | 0.4 | 20 | 40 | 7.0 | -1.9 |
RESP | WisdomTree US ESG Fund of Benef Interest | 0.4 | 28 | 32 | 7.2 | -1.7 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 0.4 | 9 | 51 | 6.8 | -2.1 |
SVAL | iShares US Small Cap Value Factor ETF | 0.4 | 20 | 40 | 12.0 | +3.1 |
SSLY | Syntax Stratified SmallCap ETF | 0.4 | 35 | 25 | 7.2 | -1.7 |
VEGN | US Vegan Climate ETF | 0.4 | 60 | 0 | 5.5 | -3.4 |
CSML | IQ Chaikin U.S. Small Cap ETF | 0.4 | 35 | 25 | 6.6 | -2.3 |
IQSM | IQ Candriam ESG U.S. Mid Cap Equity ETF | 0.4 | 15 | 45 | 7.3 | -1.6 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.4 | 25 | 35 | 7.8 | -1.2 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 0.4 | 30 | 30 | 8.9 | -0.1 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 0.3 | 3 | 57 | 5.9 | -3.0 |
IWV | iShares Russell 3000 ETF | 0.3 | 20 | 40 | 5.7 | -3.2 |
VTHR | Vanguard Russell 3000 Index Fund | 0.3 | 10 | 50 | 5.8 | -3.1 |
VTI | Vanguard Total Stock Market Index Fund | 0.3 | 3 | 57 | 5.8 | -3.1 |
SCHB | Schwab U.S. Broad Market ETF | 0.3 | 3 | 57 | 6.0 | -2.9 |
RNLC | Large Cap US Equity Select ETF | 0.3 | 60 | 0 | 7.6 | -1.3 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 0.3 | 60 | 0 | 6.2 | -2.7 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 0.3 | 25 | 35 | 6.6 | -2.3 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 0.3 | 17 | 43 | 8.4 | -0.5 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 0.3 | 70 | -10 | 12.9 | +4.0 |
IYY | iShares Dow Jones U.S. ETF | 0.3 | 20 | 40 | 5.9 | -3.1 |
VOOV | Vanguard S&P 500 Value ETF | 0.3 | 10 | 50 | 6.6 | -2.3 |
IVE | iShares S&P 500 Value ETF | 0.3 | 18 | 42 | 6.5 | -2.4 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 0.3 | 4 | 56 | 6.7 | -2.2 |
JHML | John Hancock Multifactor Large Cap ETF | 0.3 | 29 | 31 | 6.5 | -2.4 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 0.3 | 69 | -9 | 11.4 | +2.5 |
SCHK | Schwab 1000 Index ETF | 0.3 | 5 | 55 | 6.0 | -2.9 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 0.3 | 7 | 53 | 5.9 | -3.0 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 0.3 | 12 | 48 | 6.0 | -2.9 |
EES | WisdomTree SmallCap Earnings Fund | 0.3 | 38 | 22 | 12.4 | +3.5 |
SHE | SPDR SSGA Gender Diversity Index ETF | 0.3 | 20 | 40 | 6.0 | -2.9 |
VLU | SPDR S&P 1500 Value Tilt ETF | 0.3 | 12 | 48 | 8.5 | -0.4 |
VONE | Vanguard Russell 1000 ETF | 0.3 | 8 | 52 | 6.0 | -2.9 |
IWB | iShares Russell 1000 ETF | 0.3 | 15 | 45 | 5.9 | -3.0 |
FDRR | Fidelity Dividend ETF for Rising Rates | 0.3 | 29 | 31 | 9.1 | +0.2 |
ESGV | Vanguard ESG U.S. Stock ETF | 0.3 | 9 | 51 | 5.8 | -3.1 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 0.3 | 27 | 33 | 6.4 | -2.5 |
SPTM | SPDR Portfolio Total Stock Market ETF | 0.3 | 3 | 57 | 6.3 | -2.6 |
PRF | Invesco FTSE RAFI US 1000 ETF | 0.3 | 39 | 21 | 7.8 | -1.1 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 0.3 | 11 | 49 | 6.0 | -2.9 |
ILCB | iShares Morningstar U.S. Equity ETF | 0.3 | 3 | 57 | 6.0 | -2.9 |
SCHX | Schwab U.S. Large-Cap ETF | 0.3 | 3 | 57 | 6.0 | -2.9 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 0.3 | 12 | 48 | 6.0 | -3.0 |
PBUS | Invesco PureBeta MSCI USA ETF | 0.3 | 4 | 56 | 6.0 | -2.9 |
FVAL | Fidelity Value Factor ETF | 0.3 | 29 | 31 | 9.2 | +0.3 |
GSPY | Gotham Enhanced 500 ETF | 0.3 | 50 | 10 | 6.3 | -2.6 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 0.3 | 59 | 1 | 7.4 | -1.5 |
IWO | iShares Russell 2000 Growth ETF | 0.3 | 23 | 37 | 2.8 | -6.1 |
YPS | Arrow Reverse Cap 500 ETF | 0.2 | 29 | 31 | 6.9 | -2.0 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 0.2 | 15 | 45 | 2.9 | -6.0 |
MSOS | AdvisorShares Pure US Cannabis ETF | 0.2 | 73 | -13 | -5.4 | -14.3 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 0.2 | 7 | 53 | 5.9 | -3.0 |
VV | Vanguard Large-Cap Index Fund | 0.2 | 4 | 56 | 6.0 | -3.0 |
VOTE | Engine No. 1 Transform 500 ETF | 0.2 | 5 | 55 | 6.0 | -2.9 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 0.2 | 59 | 1 | 8.3 | -0.6 |
STRV | Strive 500 ETF | 0.2 | 5 | 55 | 6.0 | -3.0 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 0.2 | 15 | 45 | 5.7 | -3.2 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 0.2 | 27 | 33 | 5.5 | -3.4 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 0.2 | 2 | 58 | 6.0 | -2.9 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 0.2 | 32 | 28 | 5.8 | -3.1 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 0.2 | 11 | 49 | 6.5 | -2.4 |
XVV | iShares ESG Screened S&P 500 ETF | 0.2 | 8 | 52 | 6.0 | -2.9 |
BFTR | Future Innovators ETF | 0.2 | 80 | -20 | 2.4 | -6.5 |
RVRB | Reverb ETF | 0.2 | 30 | 30 | 5.9 | -3.0 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 0.2 | 27 | 33 | 5.8 | -3.1 |
VT | Vanguard Total World Stock ETF | 0.2 | 7 | 53 | 6.7 | -2.3 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.2 | 20 | 40 | 5.9 | -3.0 |
IVV | iShares Core S&P 500 ETF | 0.2 | 3 | 57 | 6.1 | -2.8 |
IQSU | IQ Candriam ESG US Equity ETF | 0.2 | 9 | 51 | 5.6 | -3.3 |
SPY | SPDR S&P 500 ETF Trust | 0.2 | 9 | 51 | 6.1 | -2.9 |
SPLG | SPDR Portfolio S&P 500 ETF | 0.2 | 3 | 57 | 6.1 | -2.8 |
PLRG | Principal US Large-Cap Adaptive Multi-Factor ETF | 0.2 | 15 | 45 | 6.2 | -2.7 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.2 | 9 | 51 | 6.5 | -2.4 |
TOK | iShares MSCI Kokusai ETF | 0.2 | 25 | 35 | 6.3 | -2.6 |
VOO | VANGUARD S&P 500 ETF | 0.2 | 3 | 57 | 6.1 | -2.8 |
URTH | iShares MSCI World ETF | 0.2 | 24 | 36 | 6.5 | -2.5 |
RECS | Columbia Research Enhanced Core ETF | 0.2 | 15 | 45 | 7.1 | -1.8 |
VDNI | V-Shares US Leadership Diversity ETF | 0.2 | 29 | 31 | 6.3 | -2.6 |
ACWI | iShares MSCI ACWI ETF | 0.2 | 32 | 28 | 6.5 | -2.4 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.2 | 30 | 30 | 8.9 | +0.0 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 0.2 | 25 | 35 | 7.7 | -1.2 |
ILCG | iShares Morningstar Growth ETF | 0.2 | 4 | 56 | 4.8 | -4.1 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 0.2 | 20 | 40 | 8.5 | -0.4 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.1 | 12 | 48 | 6.2 | -2.7 |
DIVB | iShares Core Dividend | 0.1 | 5 | 55 | 8.9 | +0.0 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 0.1 | 70 | -10 | 3.2 | -5.7 |
IUSG | iShares Core S&P US Growth ETF | 0.1 | 4 | 56 | 6.2 | -2.7 |
ROUS | Hartford Multifactor US Equity ETF | 0.1 | 19 | 41 | 8.6 | -0.3 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.1 | 39 | 21 | 10.5 | +1.6 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 0.1 | 42 | 18 | 6.4 | -2.5 |
SSPY | Syntax Stratified LargeCap ETF | 0.1 | 30 | 30 | 7.4 | -1.6 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 0.1 | 39 | 21 | 10.0 | +1.1 |
EPS | WisdomTree U.S. Earnings 500 Fund | 0.1 | 8 | 52 | 7.5 | -1.4 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 0.1 | 29 | 31 | 5.8 | -3.1 |
VUG | Vanguard Growth Index Fund | 0.1 | 4 | 56 | 4.8 | -4.1 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.1 | 15 | 45 | 6.7 | -2.2 |
IVW | iShares S&P 500 Growth ETF | 0.1 | 18 | 42 | 6.0 | -2.9 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.1 | 4 | 56 | 6.2 | -2.8 |
VOOG | Vanguard S&P 500 Growth ETF | 0.1 | 10 | 50 | 6.1 | -2.8 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 0.1 | 25 | 35 | 7.8 | -1.1 |
JQUA | JPMorgan U.S. Quality Factor ETF | 0.1 | 12 | 48 | 6.7 | -2.2 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.1 | 20 | 40 | 6.8 | -2.1 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.1 | 9 | 51 | 6.4 | -2.5 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 0.1 | 29 | 31 | 6.1 | -2.8 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 0.1 | 75 | -15 | 4.9 | -4.0 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 0.1 | 21 | 39 | 4.1 | -4.9 |
STXG | Strive 1000 Growth ETF | 0.1 | 18 | 42 | 5.2 | -3.7 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.1 | 75 | -15 | 6.6 | -2.3 |
HKND | Humankind US Stock ETF | 0.1 | 11 | 49 | 7.4 | -1.5 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 0.1 | 14 | 46 | 6.1 | -2.8 |
VALQ | American Century STOXX U.S. Quality Value ETF | 0.0 | 29 | 31 | 10.0 | +1.1 |
STXD | Strive 1000 Dividend Growth ETF | 0.0 | 35 | 25 | 6.3 | -2.6 |
ACVF | American Conservative Values ETF | 0.0 | 75 | -15 | 5.3 | -3.6 |
RWL | Invesco S&P 500 Revenue ETF | 0.0 | 39 | 21 | 7.5 | -1.5 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.0 | 30 | 30 | 7.1 | -1.8 |
SQEW | LeaderShares Equity Skew ETF | 0.0 | 75 | -15 | 5.4 | -3.5 |
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%.
Content on this tab for subscribers only**
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 |
Content on this tab for subscribers only
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: |
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™
|
MODERN PORTFOLIO THEORY
![]() |
CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
|