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) | $38 |
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) | $11,167 |
Large cap (>$10bn) | 27.5% |
Mid cap ($2-10bn) | 40.6% |
Small cap (<$2bn) | 31.1% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
AGREE REALTY CORP | 8.5 % |
REALTY INCOME CORP | 8.3 % |
NATIONAL RETAIL PROPERTIES | 8.2 % |
VICI PROPERTIES INC | 8.2 % |
WP CAREY INC | 8.0 % |
NETSTREIT CORP. | 4.5 % |
GLOBAL NET LEASE INC | 4.2 % |
EPR PROPERTIES | 4.2 % |
ESSENTIAL PROPERTIES REALTY TRUST, | 4.1 % |
BROADSTONE NET LEASE, INC. | 4.0 % | Total | 62.1 % |
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UNITED STATES | 98.2 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
2.6% | 9.4% | 7.8% | -- | 3.6% |
versus... | Beta | R-squared |
S&P500 | 0.86 | 52% |
MSCI EAFE | 0.91 | 62% |
MSCI Emg. Mkts. | 0.67 | 33% |
Recent close | $24.25 |
30d moving avg. | $23.87 |
Annualized volatility | 19.7% |
Short interest (ETF) | 0.1% |
Short interest (Underlying) | 3.1% |
Relative strength (RSI) | 50 |
Avg. volume (thou.) | 12 |
Turnover | 0.8% |
Bid/Ask (% of price) | 0.44% |
ADV underlying (mns) | $752 |
FINDING ALTERNATIVE FUNDS
Below is a list of 365 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™: | 8.2% |
Ticker | Fund Name |
Overlap1 vs NETL (%) |
Expense ratio (bp) |
Savings vs NETL (bp) |
ALTAR Score™ (%) |
ALTAR vs NETL (%) |
RDOG | ALPS REIT Dividend Dogs ETF | 30.5 | 35 | 25 | 9.1 | +0.8 |
KBWY | Invesco KBW Premium Yield Equity REIT ETF | 28.0 | 35 | 25 | 9.5 | +1.2 |
IRET | iREIT - MarketVector Quality REIT Index ETF | 25.2 | 60 | 0 | 7.5 | -0.7 |
SRET | Global X SuperDividend REIT ETF | 23.3 | 59 | 1 | 12.4 | +4.1 |
RIET | Hoya Capital High Dividend Yield ETF | 17.7 | 50 | 10 | 45.2 | +37.0 |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 13.9 | 11 | 49 | 7.8 | -0.5 |
FRI | First Trust S&P REIT Index Fund | 13.9 | 50 | 10 | 7.3 | -1.0 |
USRT | iShares Core U.S. REIT ETF | 13.6 | 8 | 52 | 7.6 | -0.6 |
BLDG | Cambria Global Real Estate ETF | 12.7 | 60 | 0 | 12.2 | +4.0 |
DFAR | Dimensional US Real Estate ETF | 12.6 | 19 | 41 | 7.8 | -0.4 |
SCHH | Schwab U.S. REIT ETF | 12.1 | 7 | 53 | 7.9 | -0.4 |
PPTY | US Diversified Real Estate ETF | 11.5 | 53 | 7 | 7.6 | -0.6 |
REAI | Intelligent Real Estate ETF | 11.1 | 59 | 1 | 13.0 | +4.8 |
FREL | Fidelity MSCI Real Estate Index ETF | 11.0 | 8 | 52 | 7.5 | -0.8 |
RWR | SPDR Dow Jones REIT ETF | 10.8 | 25 | 35 | 7.4 | -0.9 |
VNQ | Vanguard Real Estate ETF | 10.6 | 12 | 48 | 7.4 | -0.9 |
BJK | VanEck Gaming ETF | 10.5 | 65 | -5 | 4.3 | -3.9 |
ERET | iShares Environmentally Aware Real Estate ETF | 10.3 | 30 | 30 | 7.5 | -0.8 |
IYR | iShares U.S. Real Estate ETF | 10.3 | 40 | 20 | 7.3 | -0.9 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 10.0 | 45 | 15 | 7.8 | -0.5 |
REET | iShares Global REIT ETF | 9.9 | 14 | 46 | 7.5 | -0.8 |
AVRE | Avantis Real Estate ETF | 9.0 | 17 | 43 | 7.1 | -1.2 |
DFGR | Dimensional Global Real Estate ETF | 8.9 | 22 | 38 | 7.4 | -0.8 |
PSR | Invesco Active U.S. Real Estate Fund | 8.8 | 35 | 25 | 7.2 | -1.0 |
INDS | Pacer Industrial Real Estate ETF | 8.7 | 55 | 5 | 6.7 | -1.6 |
ICF | iShares Cohen & Steers REIT ETF | 8.5 | 33 | 27 | 7.7 | -0.6 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 8.4 | 25 | 35 | 7.8 | -0.5 |
BYRE | Principal Real Estate Active Opportunities ETF | 8.1 | 65 | -5 | 6.2 | -2.1 |
VICE | AdvisorShares Vice ETF | 7.9 | 99 | -39 | 6.4 | -1.9 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 7.9 | 80 | -20 | 8.1 | -0.2 |
XLRE | Real Estate Select Sector SPDR Fund | 7.8 | 8 | 52 | 7.4 | -0.9 |
RWO | SPDR Dow Jones Global Real Estate ETF | 7.6 | 50 | 10 | 7.0 | -1.3 |
FPRO | Fidelity Real Estate Investment ETF | 7.3 | 59 | 1 | 6.3 | -1.9 |
DTRE | First Trust Alerian Disruptive Technology Real Estate ETF | 7.1 | 60 | 0 | 5.9 | -2.3 |
JRE | Janus Henderson U.S. Real Estate ETF | 7.0 | 65 | -5 | 7.5 | -0.7 |
RSPR | Invesco S&P 500 Equal Weight Real Estate ETF | 6.5 | 40 | 20 | 7.5 | -0.7 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 6.3 | 30 | 30 | 12.3 | +4.0 |
DESK | VanEck Office and Commercial REIT ETF | 6.3 | 50 | 10 | 12.7 | +4.4 |
LVHD | Franklin U.S. Low Volatility High Dividend Index ETF | 6.1 | 27 | 33 | 7.0 | -1.2 |
VRAI | Virtus Real Asset Income ETF | 6.1 | 55 | 5 | 10.4 | +2.2 |
JPRE | JPMorgan Realty Income ETF | 5.9 | 50 | 10 | 7.4 | -0.8 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 5.5 | 30 | 30 | 8.9 | +0.7 |
ABLD | Abacus FCF Real Assets Leaders ETF | 5.3 | 69 | -9 | 6.7 | -1.5 |
PSCF | Invesco S&P SmallCap Financials ETF | 4.6 | 29 | 31 | 9.7 | +1.4 |
BEDZ | AdvisorShares Hotel ETF | 4.5 | 100 | -40 | 7.1 | -1.1 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 4.3 | 25 | 35 | 7.8 | -0.4 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 4.1 | 60 | 0 | 10.1 | +1.8 |
JHDV | John Hancock U.S. High Dividend ETF | 4.1 | 34 | 26 | 6.9 | -1.3 |
UDI | USCF Dividend Income Fund | 4.0 | 65 | -5 | 8.4 | +0.2 |
IQRA | IQ CBRE Real Assets ETF | 3.7 | 65 | -5 | 5.7 | -2.6 |
IVRA | Invesco Real Assets ESG ETF | 3.5 | 59 | 1 | 5.9 | -2.3 |
OSCV | Opus Small Cap Value ETF | 3.5 | 79 | -19 | 6.9 | -1.3 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 3.4 | 18 | 42 | 9.2 | +0.9 |
KONG | Formidable Fortress ETF | 3.3 | 89 | -29 | 5.9 | -2.4 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 3.3 | 15 | 45 | 9.2 | +1.0 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 3.3 | 38 | 22 | 9.6 | +1.4 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 3.2 | 15 | 45 | 9.2 | +1.0 |
DON | WisdomTree U.S. MidCap Dividend Fund | 3.2 | 38 | 22 | 8.9 | +0.7 |
SMMV | iShares MSCI USA Small-Cap Min Vol Factor ETF | 3.0 | 20 | 40 | 5.7 | -2.6 |
AFMC | First Trust Active Factor Mid Cap ETF | 3.0 | 65 | -5 | 8.7 | +0.5 |
FDVV | Fidelity High Dividend ETF | 3.0 | 15 | 45 | 8.1 | -0.2 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 2.9 | 13 | 47 | 5.7 | -2.6 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 2.9 | 60 | 0 | 5.9 | -2.4 |
SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 2.9 | 7 | 53 | 9.9 | +1.7 |
SIXL | ETC 6 Meridian Low Beta Equity ETF | 2.8 | 80 | -20 | 6.1 | -2.1 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 2.7 | 15 | 45 | 7.5 | -0.7 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 2.7 | 12 | 48 | 7.5 | -0.7 |
FCPI | Fidelity Stocks for Inflation ETF | 2.7 | 15 | 45 | 7.6 | -0.7 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 2.7 | 20 | 40 | 9.8 | +1.5 |
SDY | SPDR S&P Dividend ETF | 2.7 | 35 | 25 | 6.5 | -1.7 |
ICAP | InfraCap Equity Income Fund ETF | 2.5 | 171 | -111 | 7.0 | -1.2 |
BGIG | Bahl & Gaynor Income Growth ETF | 2.4 | 45 | 15 | 5.5 | -2.7 |
CGDG | Capital Group Dividend Growers ETF | 2.3 | 47 | 13 | 6.3 | -1.9 |
TBG | TBG Dividend Focus ETF | 2.3 | 59 | 1 | 8.0 | -0.3 |
DEW | WisdomTree Global High Dividend Fund | 2.3 | 58 | 2 | 8.8 | +0.6 |
TMFS | Motley Fool Small-Cap Growth ETF | 2.3 | 85 | -25 | 3.4 | -4.8 |
CALF | Pacer US Small Cap Cash Cows 100 ETF | 2.2 | 59 | 1 | 11.5 | +3.3 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 2.2 | 12 | 48 | 7.3 | -0.9 |
LGLV | SPDR SSGA US Large Cap Low Volatility Index ETF | 2.1 | 12 | 48 | 5.6 | -2.6 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 2.0 | 25 | 35 | 5.2 | -3.0 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 2.0 | 40 | 20 | 7.2 | -1.0 |
DIV | Global X SuperDividend US ETF | 2.0 | 45 | 15 | 12.1 | +3.9 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 2.0 | 60 | 0 | 5.0 | -3.3 |
SPLV | Invesco S&P 500 Low Volatility ETF | 2.0 | 25 | 35 | 5.2 | -3.0 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 2.0 | 24 | 36 | 8.2 | -0.0 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 2.0 | 15 | 45 | 8.2 | -0.1 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 2.0 | 15 | 45 | 7.5 | -0.7 |
MDY | SPDR S&P Midcap 400 ETF Trust | 2.0 | 24 | 36 | 7.4 | -0.8 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 2.0 | 70 | -10 | 4.6 | -3.6 |
IJH | iShares Core S&P Mid-Cap ETF | 2.0 | 5 | 55 | 7.6 | -0.6 |
XSMO | Invesco S&P SmallCap Momentum ETF | 2.0 | 39 | 21 | 5.8 | -2.4 |
MGMT | Ballast Small/Mid Cap ETF | 2.0 | 110 | -50 | 9.4 | +1.2 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 2.0 | 50 | 10 | 7.5 | -0.8 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 1.9 | 10 | 50 | 7.6 | -0.7 |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 1.9 | 3 | 57 | 7.6 | -0.6 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 1.9 | 73 | -13 | 11.6 | +3.4 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 1.9 | 25 | 35 | 8.2 | 0.0 |
BMVP | Invesco Bloomberg MVP Multi-factor ETF | 1.8 | 29 | 31 | 6.1 | -2.2 |
FLQS | Franklin U.S. Small Cap Multifactor Index ETF | 1.8 | 35 | 25 | 9.8 | +1.5 |
USMF | WisdomTree U.S. Multifactor Fund | 1.8 | 28 | 32 | 6.7 | -1.6 |
IWN | iShares Russell 2000 Value ETF | 1.8 | 24 | 36 | 8.1 | -0.1 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 1.8 | 71 | -11 | 0.5 | -7.7 |
VTWV | Vanguard Russell 2000 Value ETF | 1.8 | 15 | 45 | 8.1 | -0.1 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 1.8 | 61 | -1 | 6.6 | -1.7 |
MBOX | Freedom Day Dividend ETF | 1.7 | 39 | 21 | 7.6 | -0.7 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 1.7 | 6 | 54 | 8.4 | +0.1 |
DIVG | Invesco S&P 500 High Dividend Growers ETF | 1.7 | 39 | 21 | 8.6 | +0.3 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 1.7 | 39 | 21 | 6.1 | -2.1 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 1.7 | 18 | 42 | 7.8 | -0.5 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 1.6 | 24 | 36 | 8.0 | -0.2 |
VBR | Vanguard Small Cap Value ETF | 1.6 | 7 | 53 | 9.4 | +1.2 |
FLOW | Global X U.S. Cash Flow Kings 100 ETF | 1.6 | 25 | 35 | 11.8 | +3.6 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 1.6 | 31 | 29 | 7.1 | -1.2 |
IWS | iShares Russell Mid-Cap Value ETF | 1.6 | 23 | 37 | 6.9 | -1.3 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 1.6 | 29 | 31 | 8.9 | +0.7 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 1.5 | 4 | 56 | 6.3 | -1.9 |
BDIV | AAM Brentview Dividend Growth ETF | 1.5 | 49 | 11 | 4.7 | -3.5 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 1.5 | 35 | 25 | 6.0 | -2.2 |
HDUS | Hartford Disciplined US Equity ETF | 1.5 | 19 | 41 | 5.9 | -2.3 |
ROSC | Hartford Multifactor Small Cap ETF | 1.5 | 34 | 26 | 10.1 | +1.8 |
GDIV | Harbor Dividend Growth Leaders ETF | 1.5 | 50 | 10 | 5.3 | -2.9 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 1.5 | 18 | 42 | 5.7 | -2.5 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 1.5 | 12 | 48 | 7.6 | -0.6 |
FPX | First Trust US Equity Opportunities ETF | 1.4 | 61 | -1 | 1.1 | -7.1 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 1.4 | 15 | 45 | 5.8 | -2.5 |
JHSC | John Hancock Multifactor Small Cap ETF | 1.4 | 42 | 18 | 7.0 | -1.3 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 1.4 | 15 | 45 | 5.7 | -2.5 |
FSMD | Fidelity Small-Mid Multifactor ETF | 1.4 | 15 | 45 | 7.3 | -1.0 |
FMDE | Fidelity Enhanced Mid Cap ETF | 1.4 | 23 | 37 | 5.9 | -2.3 |
VOT | Vanguard Mid-Cap Growth ETF | 1.4 | 7 | 53 | 3.6 | -4.6 |
ISCV | iShares Morningstar Small Cap Value ETF | 1.4 | 6 | 54 | 9.7 | +1.4 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 1.3 | 15 | 45 | 8.1 | -0.1 |
IJR | iShares Core S&P Small Cap ETF | 1.3 | 6 | 54 | 8.0 | -0.2 |
STXK | Strive Small-Cap ETF | 1.3 | 18 | 42 | 6.4 | -1.8 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 1.3 | 10 | 50 | 8.0 | -0.2 |
STXM | Strive Mid-Cap ETF | 1.3 | 18 | 42 | 6.5 | -1.8 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 1.3 | 3 | 57 | 8.1 | -0.2 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 1.3 | 70 | -10 | 2.9 | -5.4 |
CGUS | Capital Group Core Equity ETF | 1.3 | 33 | 27 | 4.6 | -3.7 |
FLDZ | RiverNorth Patriot ETF | 1.2 | 75 | -15 | 5.8 | -2.4 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 1.2 | 7 | 53 | 6.3 | -1.9 |
AFLG | First Trust Active Factor Large Cap ETF | 1.2 | 55 | 5 | 6.2 | -2.0 |
ULVM | VictoryShares US Value Momentum ETF | 1.2 | 20 | 40 | 7.4 | -0.8 |
SCHM | Schwab U.S. Mid-Cap ETF | 1.2 | 4 | 56 | 6.9 | -1.4 |
RITA | ETFB Green SRI REITs ETF | 1.2 | 50 | 10 | 6.2 | -2.0 |
SFYF | SoFi Social 50 ETF | 1.2 | 29 | 31 | 0.2 | -8.1 |
IWR | iShares Russell Midcap ETF | 1.2 | 19 | 41 | 5.9 | -2.3 |
SCHA | Schwab U.S. Small-Cap ETF | 1.2 | 4 | 56 | 6.5 | -1.8 |
IJS | iShares S&P Small-Cap 600 Value ETF | 1.2 | 18 | 42 | 10.5 | +2.2 |
SIXS | ETC 6 Meridian Small Cap Equity ETF | 1.2 | 89 | -29 | 10.4 | +2.2 |
AUSF | Global X Adaptive U.S. Factor ETF | 1.1 | 27 | 33 | 9.3 | +1.1 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 1.1 | 20 | 40 | 7.1 | -1.2 |
PSC | Principal U.S. Small-Cap ETF | 1.1 | 38 | 22 | 7.0 | -1.2 |
VXF | Vanguard Extended Market ETF | 1.1 | 6 | 54 | 5.0 | -3.3 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 1.1 | 15 | 45 | 10.5 | +2.3 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 1.1 | 12 | 48 | 8.6 | +0.4 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 1.1 | 15 | 45 | 10.5 | +2.2 |
WDIV | SPDR S&P Global Dividend ETF | 1.1 | 40 | 20 | 9.7 | +1.5 |
VB | Vanguard Small-Cap ETF | 1.1 | 5 | 55 | 6.3 | -1.9 |
VO | Vanguard Mid-Cap ETF | 1.1 | 4 | 56 | 5.9 | -2.3 |
EES | WisdomTree U.S. SmallCap Fund | 1.1 | 38 | 22 | 9.3 | +1.1 |
CGDV | Capital Group Dividend Value ETF | 1.1 | 33 | 27 | 4.8 | -3.4 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 1.1 | 40 | 20 | 7.5 | -0.8 |
ISCB | iShares Morningstar Small-Cap ETF | 1.0 | 4 | 56 | 6.3 | -1.9 |
SDIV | Global X Superdividend ETF | 1.0 | 58 | 2 | 42.2 | +34.0 |
FVAL | Fidelity Value Factor ETF | 1.0 | 15 | 45 | 7.2 | -1.1 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 1.0 | 60 | 0 | 7.3 | -0.9 |
IMCB | iShares Morningstar Mid-Cap ETF | 1.0 | 4 | 56 | 6.1 | -2.1 |
ROE | Astoria US Quality Kings ETF | 1.0 | 49 | 11 | 6.7 | -1.6 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 1.0 | 25 | 35 | 8.2 | -0.1 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 1.0 | 39 | 21 | 6.7 | -1.6 |
SFYX | SoFi Next 500 ETF | 1.0 | 0 | 60 | 5.9 | -2.4 |
VGSR | Vert Global Sustainable Real Estate ETF | 1.0 | 47 | 13 | 7.2 | -1.0 |
DTD | WisdomTree U.S. Total Dividend Fund | 1.0 | 28 | 32 | 6.5 | -1.8 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 1.0 | 4 | 56 | 6.3 | -1.9 |
NIXT | Research Affiliates Deletions ETF | 1.0 | 9 | 51 | 5.8 | -2.5 |
FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 1.0 | 30 | 30 | 8.2 | -0.1 |
RSSL | Global X Russell 2000 ETF | 0.9 | 8 | 52 | 4.7 | -3.5 |
JVAL | JPMorgan U.S. Value Factor ETF | 0.9 | 12 | 48 | 8.6 | +0.4 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.9 | 9 | 51 | 4.7 | -3.6 |
DHS | WisdomTree U.S. High Dividend Fund | 0.9 | 38 | 22 | 8.3 | +0.1 |
ETHO | Etho Climate Leadership U.S. ETF | 0.9 | 47 | 13 | 5.6 | -2.6 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 0.9 | 65 | -5 | 3.4 | -4.8 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 0.9 | 64 | -4 | 2.3 | -5.9 |
IWM | iShares Russell 2000 ETF | 0.9 | 19 | 41 | 4.7 | -3.5 |
ROUS | Hartford Multifactor US Equity ETF | 0.9 | 19 | 41 | 7.2 | -1.1 |
FLRG | Fidelity U.S. Multifactor ETF | 0.9 | 15 | 45 | 7.0 | -1.3 |
VTWO | Vanguard Russell 2000 ETF | 0.9 | 10 | 50 | 4.7 | -3.5 |
VOE | Vanguard Mid-Cap Value ETF | 0.9 | 7 | 53 | 7.8 | -0.5 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 0.9 | 60 | 0 | 7.8 | -0.4 |
STXV | Strive 1000 Value ETF | 0.9 | 18 | 42 | 8.3 | +0.0 |
EZM | WisdomTree U.S. MidCap Fund | 0.9 | 38 | 22 | 9.4 | +1.2 |
SPDG | SPDR Portfolio S&P Sector Neutral Dividend ETF | 0.8 | 5 | 55 | 8.1 | -0.1 |
IWC | iShares Micro-Cap ETF | 0.8 | 60 | 0 | -0.7 | -8.9 |
CZA | Invesco Zacks Mid-Cap ETF | 0.8 | 72 | -12 | 6.5 | -1.8 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 0.8 | 20 | 40 | 7.6 | -0.6 |
FELV | Fidelity Enhanced Large Cap Value ETF | 0.8 | 18 | 42 | 6.9 | -1.3 |
SIZE | iShares MSCI USA Size Factor ETF | 0.8 | 15 | 45 | 5.9 | -2.3 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 0.8 | 39 | 21 | 8.5 | +0.2 |
PY | Principal Value ETF | 0.8 | 15 | 45 | 7.4 | -0.8 |
REVS | Columbia Research Enhanced Value ETF | 0.8 | 19 | 41 | 7.9 | -0.3 |
EUSA | iShares MSCI USA Equal Weighted ETF | 0.8 | 9 | 51 | 6.2 | -2.1 |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | 0.8 | 15 | 45 | 6.1 | -2.1 |
AFSM | First Trust Active Factor Small Cap ETF | 0.7 | 75 | -15 | 7.7 | -0.6 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 0.7 | 15 | 45 | 5.6 | -2.6 |
MAGA | Point Bridge America First ETF | 0.7 | 72 | -12 | 6.0 | -2.3 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 0.7 | 6 | 54 | 2.9 | -5.3 |
SMDX | Intech S&P Small-Mid Cap Divers Alp ETF | 0.7 | 35 | 25 | 7.1 | -1.1 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 0.7 | 13 | 47 | 10.2 | +2.0 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 0.7 | 28 | 32 | 6.2 | -2.1 |
FDRR | Fidelity Dividend ETF for Rising Rates | 0.7 | 15 | 45 | 7.6 | -0.6 |
JHMM | John Hancock Multifactor Mid Cap ETF | 0.7 | 42 | 18 | 6.5 | -1.7 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 0.6 | 17 | 43 | 6.0 | -2.3 |
SMMD | iShares Russell 2500 ETF | 0.6 | 15 | 45 | 6.6 | -1.7 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 0.6 | 9 | 51 | 6.2 | -2.1 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 0.6 | 15 | 45 | 6.0 | -2.2 |
WLDR | Affinity World Leaders Equity ETF | 0.6 | 67 | -7 | 7.9 | -0.4 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 0.6 | 15 | 45 | 6.0 | -2.3 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 0.6 | 35 | 25 | 11.4 | +3.2 |
GVUS | Marketbeta Russell 1000 Value Equity ETF | 0.6 | 12 | 48 | 6.7 | -1.5 |
VONV | Vanguard Russell 1000 Value ETF | 0.5 | 8 | 52 | 6.7 | -1.5 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 0.5 | 10 | 50 | 4.5 | -3.8 |
IWD | iShares Russell 1000 Value ETF | 0.5 | 19 | 41 | 6.6 | -1.6 |
FCFY | First Trust S&P 500 Diversified Free Cash Flow ETF | 0.5 | 60 | 0 | 10.1 | +1.9 |
IUSV | iShares Core S&P US Value ETF | 0.5 | 4 | 56 | 6.7 | -1.6 |
FFSM | Fidelity Fundamental Small-Mid Cap ETF | 0.5 | 43 | 17 | 6.3 | -2.0 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 0.5 | 20 | 40 | 6.1 | -2.2 |
SMLF | iShares U.S. SmallCap Equity Factor ETF | 0.5 | 15 | 45 | 6.5 | -1.7 |
RPV | Invesco S&P 500 Pure Value ETF | 0.5 | 35 | 25 | 10.8 | +2.6 |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 0.5 | 17 | 43 | 6.1 | -2.2 |
APUE | ActivePassive U.S. Equity ETF | 0.5 | 45 | 15 | 4.9 | -3.4 |
VLU | SPDR S&P 1500 Value Tilt ETF | 0.5 | 12 | 48 | 7.8 | -0.5 |
SCHV | Schwab U.S. Large-Cap Value ETF | 0.5 | 4 | 56 | 6.9 | -1.3 |
CVY | Invesco Zacks Multi-Asset Income ETF | 0.5 | 106 | -46 | 12.3 | +4.1 |
RCGE | RockCreek Global Equality ETF | 0.5 | 95 | -35 | 6.4 | -1.8 |
ISMD | Inspire Small/Mid Cap ETF | 0.5 | 54 | 6 | 6.1 | -2.1 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 0.5 | 50 | 10 | 8.3 | +0.0 |
SVAL | iShares US Small Cap Value Factor ETF | 0.5 | 20 | 40 | 11.2 | +3.0 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 0.5 | 10 | 50 | 5.4 | -2.8 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 0.5 | 67 | -7 | 10.5 | +2.2 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 0.4 | 20 | 40 | 7.1 | -1.2 |
RZG | Invesco S&P Smallcap 600 Pure Growth ETF | 0.4 | 35 | 25 | 4.3 | -3.9 |
NUSC | Nuveen ESG Small-Cap ETF | 0.4 | 31 | 29 | 5.6 | -2.7 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.4 | 30 | 30 | 6.8 | -1.4 |
FQAL | Fidelity Quality Factor ETF | 0.4 | 15 | 45 | 5.7 | -2.5 |
DEUS | Xtrackers Russell US Multifactor ETF | 0.4 | 17 | 43 | 7.0 | -1.2 |
RSP | Invesco S&P 500 Equal Weight ETF | 0.4 | 20 | 40 | 6.5 | -1.7 |
BIBL | Inspire 100 ETF | 0.4 | 35 | 25 | 5.3 | -2.9 |
ILCV | iShares Morningstar Value ETF | 0.4 | 4 | 56 | 6.8 | -1.4 |
FELC | Fidelity Enhanced Large Cap Core ETF | 0.4 | 18 | 42 | 5.4 | -2.8 |
IVE | iShares S&P 500 Value ETF | 0.4 | 18 | 42 | 6.4 | -1.9 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 0.4 | 4 | 56 | 6.5 | -1.7 |
VOOV | Vanguard S&P 500 Value ETF | 0.4 | 10 | 50 | 6.5 | -1.8 |
TMFX | Motley Fool Next Index ETF | 0.4 | 50 | 10 | 2.8 | -5.5 |
GLBL | Pacer MSCI World Industry Advantage ETF | 0.4 | 65 | -5 | 4.5 | -3.8 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 0.3 | 14 | 46 | 5.1 | -3.1 |
FDLO | Fidelity Low Volatility Factor ETF | 0.3 | 15 | 45 | 5.5 | -2.8 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 0.3 | 6 | 54 | 4.1 | -4.1 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 0.3 | 59 | 1 | 2.9 | -5.4 |
PRF | Invesco FTSE RAFI US 1000 ETF | 0.3 | 39 | 21 | 7.1 | -1.2 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 0.3 | 25 | 35 | 6.0 | -2.2 |
PFM | Invesco Dividend Achievers ETF | 0.3 | 53 | 7 | 5.4 | -2.8 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 0.3 | 9 | 51 | 5.4 | -2.8 |
VTV | Vanguard Value ETF | 0.3 | 4 | 56 | 7.1 | -1.2 |
VBK | Vanguard Small-Cap Growth ETF | 0.3 | 7 | 53 | 1.9 | -6.3 |
KLMN | Invesco MSCI North America Climate ETF | 0.3 | 9 | 51 | 5.2 | -3.0 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 0.3 | 15 | 45 | 4.8 | -3.4 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 0.3 | 70 | -10 | 11.7 | +3.4 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 0.3 | 12 | 48 | 4.7 | -3.5 |
RECS | Columbia Research Enhanced Core ETF | 0.3 | 15 | 45 | 6.1 | -2.2 |
BLES | Inspire Global Hope ETF | 0.3 | 61 | -1 | 6.9 | -1.4 |
SCHB | Schwab U.S. Broad Market ETF | 0.3 | 3 | 57 | 5.2 | -3.0 |
IWV | iShares Russell 3000 ETF | 0.3 | 20 | 40 | 5.0 | -3.3 |
VTI | Vanguard Total Stock Market ETF | 0.3 | 3 | 57 | 5.1 | -3.1 |
VTHR | Vanguard Russell 3000 ETF | 0.3 | 10 | 50 | 5.1 | -3.2 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 0.3 | 3 | 57 | 5.1 | -3.1 |
VEGN | US Vegan Climate ETF | 0.3 | 60 | 0 | 4.6 | -3.6 |
PTL | Inspire 500 ETF | 0.3 | 9 | 51 | 5.5 | -2.7 |
EGLE | Global X S&P 500 U.S. Revenue Leaders ETF | 0.3 | 19 | 41 | 5.3 | -2.9 |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.3 | 3 | 57 | 5.4 | -2.9 |
DIVB | iShares Core Dividend ETF | 0.3 | 5 | 55 | 7.9 | -0.4 |
XMAG | Defiance Large Cap ex-Mag 7 ETF | 0.3 | 35 | 25 | 5.3 | -2.9 |
SCHK | Schwab 1000 Index ETF | 0.3 | 5 | 55 | 5.3 | -3.0 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 0.3 | 11 | 49 | 5.1 | -3.1 |
JHML | John Hancock Multifactor Large Cap ETF | 0.3 | 29 | 31 | 5.5 | -2.7 |
VONE | Vanguard Russell 1000 ETF | 0.3 | 8 | 52 | 5.2 | -3.1 |
IWB | iShares Russell 1000 ETF | 0.3 | 15 | 45 | 5.1 | -3.2 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 0.3 | 9 | 51 | 5.7 | -2.6 |
HLGE | Hartford Longevity Economy ETF | 0.3 | 44 | 16 | 6.4 | -1.8 |
IYY | iShares Dow Jones U.S. ETF | 0.2 | 20 | 40 | 5.0 | -3.2 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 0.2 | 39 | 21 | 9.8 | +1.5 |
USCL | iShares Climate Conscious & Transition MSCI USA ETF | 0.2 | 8 | 52 | 5.2 | -3.0 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 0.2 | 7 | 53 | 5.2 | -3.0 |
ESGV | Vanguard ESG U.S. Stock ETF | 0.2 | 9 | 51 | 4.9 | -3.3 |
SCHX | Schwab U.S. Large-Cap ETF | 0.2 | 3 | 57 | 5.2 | -3.0 |
CVLC | Calvert US Large-Cap Core Responsible Index ETF | 0.2 | 15 | 45 | 5.1 | -3.1 |
PBUS | Invesco MSCI USA ETF | 0.2 | 4 | 56 | 5.1 | -3.1 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 0.2 | 39 | 21 | 10.8 | +2.6 |
DSPY | Tema S&P 500 Historical Weight ETF | 0.2 | 18 | 42 | 5.3 | -2.9 |
ILCB | iShares Morningstar U.S. Equity ETF | 0.2 | 3 | 57 | 5.1 | -3.1 |
EPS | WisdomTree U.S. LargeCap Fund | 0.2 | 8 | 52 | 6.0 | -2.3 |
SFY | SoFi Select 500 ETF | 0.2 | 0 | 60 | 4.6 | -3.6 |
KLMT | Invesco MSCI Global Climate 500 ETF | 0.2 | 10 | 50 | 6.0 | -2.2 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 0.2 | 2 | 58 | 5.2 | -3.1 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 0.2 | 9 | 51 | 4.9 | -3.4 |
VOTE | TCW Transform 500 ETF | 0.2 | 5 | 55 | 5.1 | -3.2 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 0.2 | 11 | 49 | 5.3 | -3.0 |
XVV | iShares ESG Screened S&P 500 ETF | 0.2 | 8 | 52 | 5.1 | -3.2 |
TOV | JLens 500 Jewish Advocacy U.S. ETF | 0.2 | 18 | 42 | 4.9 | -3.4 |
VV | Vanguard Large-Cap ETF | 0.2 | 4 | 56 | 5.1 | -3.2 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 0.2 | 25 | 35 | 7.4 | -0.8 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 0.2 | 7 | 53 | 5.1 | -3.2 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 0.2 | 9 | 51 | 5.0 | -3.2 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.2 | 20 | 40 | 4.9 | -3.3 |
SHE | SPDR MSCI USA Gender Diversity ETF | 0.2 | 20 | 40 | 5.1 | -3.2 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.2 | 20 | 40 | 5.9 | -2.3 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.2 | 39 | 21 | 10.0 | +1.7 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 0.2 | 59 | 1 | 6.2 | -2.1 |
IVV | iShares Core S&P 500 ETF | 0.2 | 3 | 57 | 5.2 | -3.0 |
SPLG | SPDR Portfolio S&P 500 ETF | 0.2 | 2 | 58 | 5.2 | -3.0 |
SPY | SPDR S&P 500 ETF Trust | 0.2 | 9 | 51 | 5.1 | -3.1 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 0.2 | 0 | 60 | 5.1 | -3.1 |
ESG | FlexShares Trust FlexShares STOXX US ESG Select Index Fund | 0.2 | 32 | 28 | 5.1 | -3.2 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.2 | 30 | 30 | 8.1 | -0.2 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.2 | 9 | 51 | 5.4 | -2.9 |
VT | Vanguard Total World Stock ETF | 0.2 | 7 | 53 | 6.2 | -2.1 |
VOO | Vanguard S&P 500 ETF | 0.2 | 3 | 57 | 5.2 | -3.1 |
STRV | Strive 500 ETF | 0.2 | 5 | 55 | 5.0 | -3.2 |
GSPY | Gotham Enhanced 500 ETF | 0.2 | 50 | 10 | 5.5 | -2.8 |
TOK | iShares MSCI Kokusai ETF | 0.2 | 26 | 34 | 5.3 | -3.0 |
RVRB | Reverb ETF | 0.2 | 30 | 30 | 4.8 | -3.4 |
URTH | iShares MSCI World ETF | 0.2 | 24 | 36 | 5.4 | -2.9 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 0.1 | 29 | 31 | 6.6 | -1.7 |
ACWI | iShares MSCI ACWI ETF | 0.1 | 32 | 28 | 5.8 | -2.4 |
SHUS | Syntax Stratified U.S. Total Market Hedged ETF | 0.1 | 65 | -5 | 6.4 | -1.8 |
SSPY | Syntax Stratified LargeCap ETF | 0.1 | 30 | 30 | 6.7 | -1.5 |
TXS | Texas Capital Texas Equity Index ETF | 0.1 | 49 | 11 | 5.8 | -2.5 |
FNDX | Schwab Fundamental US Large Co. Index ETF | 0.1 | 25 | 35 | 7.4 | -0.8 |
VUG | Vanguard Growth ETF | 0.1 | 4 | 56 | 4.1 | -4.1 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.1 | 15 | 45 | 5.8 | -2.5 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 0.1 | 29 | 31 | 4.9 | -3.3 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.1 | 12 | 48 | 5.3 | -2.9 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.1 | 19 | 41 | 6.5 | -1.7 |
INRO | iShares U.S. Industry Rotation Active ETF | 0.1 | 42 | 18 | 4.9 | -3.4 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.1 | 42 | 18 | 5.6 | -2.6 |
ILCG | iShares Morningstar Growth ETF | 0.1 | 4 | 56 | 3.9 | -4.4 |
USXF | iShares ESG Advanced MSCI USA ETF | 0.1 | 10 | 50 | 4.8 | -3.4 |
JQUA | JPMorgan U.S. Quality Factor ETF | 0.1 | 12 | 48 | 5.9 | -2.4 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.1 | 9 | 51 | 6.1 | -2.2 |
STXD | Strive 1000 Dividend Growth ETF | 0.1 | 35 | 25 | 5.0 | -3.2 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.1 | 30 | 30 | 6.2 | -2.1 |
RWL | Invesco S&P 500 Revenue ETF | 0.1 | 39 | 21 | 6.9 | -1.3 |
RAFE | PIMCO RAFI ESG U.S. ETF | 0.1 | 29 | 31 | 7.5 | -0.8 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.0 | 25 | 35 | 6.0 | -2.2 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 0.0 | 21 | 39 | 4.0 | -4.2 |
VTWG | Vanguard Russell 2000 Growth ETF | 0.0 | 15 | 45 | 1.5 | -6.8 |
IWO | iShares Russell 2000 Growth ETF | 0.0 | 24 | 36 | 1.4 | -6.8 |
IUSG | iShares Core S&P U.S. Growth ETF | 0.0 | 4 | 56 | 4.4 | -3.9 |
YOKE | Yoke Core ETF | 0.0 | 42 | 18 | 4.4 | -3.8 |
ACVF | American Conservative Values ETF | 0.0 | 75 | -15 | 4.5 | -3.8 |
FESM | Fidelity Enhanced Small Cap ETF | 0.0 | 28 | 32 | 8.1 | -0.2 |
HKND | Humankind US Stock ETF | 0.0 | 11 | 49 | 7.4 | -0.9 |
GLOF | iShares Global Equity Factor ETF | 0.0 | 20 | 40 | 6.9 | -1.4 |
STXG | Strive 1000 Growth ETF | 0.0 | 18 | 42 | 4.0 | -4.2 |
EBI | Longview Advantage ETF | 0.0 | 35 | 25 | 6.9 | -1.4 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | |
---|---|---|---|---|---|---|---|
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
2024 | 2025E | 2026E | |
---|---|---|---|
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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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