Invesco WilderHill Clean Energy ETF
ALTAR
Score™		 -19.8% info Recommen-
dation		 AVOID
2024E    2025E
P/E
ratio		 -11.7x P/Sales
ratio		 0.7x
P/BV
ratio		 1.9x Div.
yield		 0.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Invesco WilderHill Clean Energy Portfolio (Fund) seeks to replicate, before fees and expenses, the WilderHill Clean Energy Index, consisting of companies that focus on greener and generally renewable sources of energy and technologies.

FUND BASICS
Category Global Equities
Fund Sponsor Invesco PowerShares
Website www.powershares.com
Inception date Mar 03, 2005
Assets (mns) $311
Currency USD
Expense ratio 66 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Tiered
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 62
Wgt avg mkt cap (mns) $10,036
Large cap (>$10bn) 11.2%
Mid cap ($2-10bn) 30.7%
Small cap (<$2bn) 54.7%
Developed mkts 90.5%
Emerging mkts 9.6%

TOP TEN HOLDINGS
FREYR BATTERY INC 12.9 %
FIRST SOLAR INC 2.2 %
MP MATERIALS CORP CLASS A 2.0 %
SOLID POWER, INC. CLASS A 1.9 %
SIGMA LITHIUM CORPORATION 1.8 %
ORMAT TECHNOLOGIES INC 1.8 %
FLUENCE ENERGY INC CLASS A 1.7 %
LANZATECH GLOBAL, INC. 1.7 %
BLOOM ENERGY CORPORATION CLASS A 1.7 %
LITHIUM AMERICAS (ARGENTINA) CORP. 1.7 %
Total 29.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 69.3 %
CANADA 9.3 %
CHINA 4.7 %
CHILE 1.5 %
SPAIN 1.5 %
INDIA 1.4 %
SINGAPORE 0.3 %




HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-21.9% -41.1% -0.6% -2.1% -4.3%

Market Correlations
versus... Beta R-squared
S&P500 1.52 41%
MSCI EAFE 1.29 27%
MSCI Emg. Mkts. 1.28 28%

Technical Indicators
Recent close $19.52
30d moving avg. $26.78
Annualized volatility 42.3%
Short interest (ETF) 2.7%
Short interest (Underlying) 7.8%
Relative strength (RSI) 59

Liquidity measures
Avg. volume (thou.) 256
Turnover 1.6%
Bid/Ask (% of price) 0.16%
ADV underlying (mns) $22,602

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 630 potential alternatives to the Invesco WilderHill Clean Energy ETF ETF based on the alternatives' overlap in portfolio holdings with PBW. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PBW Expense: 66 bp ALTAR Score™: -19.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PBW
Ticker Fund
Name		 Overlap1
vs PBW
(%)		 Expense
ratio
(bp)		 Savings
vs PBW
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs PBW
(%)
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 30.8 58 8 -0.3 +19.5
CNRG SPDR S&P Kensho Clean Power ETF 30.2 45 21 -7.5 +12.4
ACES ALPS Clean Energy ETF 24.7 55 11 -5.0 +14.8
FRNW Fidelity Clean Energy ETF 24.5 39 27 3.7 +23.5
CTEC Global X CleanTech ETF 20.9 50 16 1.0 +20.8
PBD Invesco Global Clean Energy ETF 20.7 75 -9 -3.9 +16.0
RNEW VanEck Green Infrastructure ETF 18.3 45 21 -0.4 +19.4
CCSO Carbon Collective Climate Solutions US Equity ETF 17.3 35 31 2.3 +22.1
TAN Invesco Solar ETF 17.0 67 -1 6.2 +26.0
ICLN iShares Global Clean Energy ETF 16.6 41 25 4.3 +24.1
VCLN Virtus Duff & Phelps Clean Energy ETF 15.1 59 7 3.5 +23.3
BNE Blue Horizon BNE ETF 14.6 87 -21 5.0 +24.8
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 13.3 79 -13 5.1 +25.0
ERTH Invesco MSCI Sustainable Future ETF 12.9 62 4 3.7 +23.5
RAYS Global X Solar ETF 12.8 51 15 4.7 +24.5
SMOG VanEck Low Carbon Energy ETF 12.6 61 5 3.0 +22.9
BATT Amplify Lithium & Battery Technology ETF 12.0 59 7 2.9 +22.7
MVPS Amplify Thematic All-Stars ETF 10.0 49 17 1.7 +21.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 9.9 39 27 -3.5 +16.3
SIMS SPDR S&P Kensho Intelligent Structures ETF 9.6 45 21 -3.3 +16.6
HAIL SPDR S&P Kensho Smart Mobility ETF 9.5 45 21 -2.0 +17.8
ETEC iShares Breakthrough Environmental Solutions ETF 9.4 47 19 5.3 +25.2
DRIV Global X Autonomous & Electric Vehicles ETF 9.3 68 -2 3.4 +23.2
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 8.7 72 -6 2.2 +22.0
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 7.9 55 11 3.6 +23.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 7.0 58 8 4.6 +24.4
REMX VanEck Rare Earth/Strategic Metals ETF 6.9 54 12 11.9 +31.7
WBAT WisdomTree Battery Value Chain and Innovation Fund 6.9 45 21 4.9 +24.7
GSFP Goldman Sachs Future Planet Equity ETF 6.8 75 -9 4.5 +24.4
XSD SPDR S&P Semiconductor ETF 6.6 35 31 5.1 +24.9
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 6.1 45 21 6.2 +26.1
HDRO Defiance Next Gen H2 ETF 5.8 30 36 -11.1 +8.8
HJEN Direxion Hydrogen ETF 5.8 45 21 -3.2 +16.7
LIT Global X Lithium & Battery Tech ETF 5.6 75 -9 10.2 +30.1
JSML Janus Henderson Small Cap Growth Alpha ETF 5.6 30 36 9.3 +29.1
SETM Sprott Energy Transition Materials ETF 5.4 65 1 5.3 +25.1
IDRV iShares Self-driving EV & Tech ETF 5.3 47 19 -0.5 +19.3
TRFM AAM Transformers ETF 5.3 49 17 1.3 +21.1
CARZ First Trust NASDAQ Global Auto Index Fund 5.2 70 -4 3.5 +23.3
FFND Future Fund Active ETF 5.1 100 -34 0.3 +20.1
CLNR IQ Cleaner Transport ETF 5.1 45 21 8.3 +28.1
QQQS Invesco NASDAQ Future Gen 200 ETF 5.0 20 46 -7.8 +12.0
LITP Sprott Lithium Miners ETF 4.9 65 1 12.4 +32.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.7 65 1 3.8 +23.7
BECO BlackRock Future Climate and Sustainable Economy ETF 4.7 70 -4 13.7 +33.6
RNRG Global X Renewable Energy Producers ETF 4.7 66 0 4.9 +24.7
PSCT Invesco S&P SmallCap Information Technology ETF 4.7 29 37 6.5 +26.3
MOTO SmartETFs Smart Transportation & Technology ETF 4.6 68 -2 6.6 +26.4
SPHB Invesco S&P 500 High Beta ETF 4.6 25 41 5.0 +24.8
PRN Invesco Dorsey Wright Industrials Momentum ETF 4.6 60 6 5.1 +24.9
XT iShares Exponential Technologies ETF 4.3 46 20 3.9 +23.7
HYDR Global X Hydrogen ETF 4.2 50 16 -13.6 +6.3
FXN First Trust Energy AlphaDEX Fund 4.0 62 4 3.4 +23.2
ARKQ ARK Autonomous Technology & Robotics ETF 4.0 75 -9 1.6 +21.4
DTEC ALPS Disruptive Technologies ETF 3.9 50 16 3.3 +23.1
GMET VanEck Green Metals ETF 3.8 63 3 9.8 +29.6
PSCI Invesco S&P SmallCap Industrials ETF 3.8 29 37 6.0 +25.9
IPO Renaissance IPO ETF 3.7 60 6 -3.2 +16.6
ZSB USCF Sustainable Battery Metals Strategy Fund 3.6 61 5 14.8 +34.6
OCEN IQ Clean Oceans ETF 3.5 45 21 5.3 +25.1
IQM Franklin Intelligent Machines ETF 3.5 50 16 3.1 +22.9
SFYF SoFi Social 50 ETF 3.4 29 37 -2.6 +17.2
BUZZ VanEck Social Sentiment ETF 3.3 75 -9 -0.7 +19.2
PGJ Invesco Golden Dragon China ETF 3.3 70 -4 4.9 +24.8
RSPT Invesco S&P 500 Equal Weight Technology ETF 3.2 40 26 5.6 +25.4
DMAT Global X Disruptive Materials ETF 3.2 59 7 9.9 +29.8
NUMG Nuveen ESG Mid-Cap Growth ETF 3.2 31 35 3.7 +23.6
ION ProShares S&P Global Core Battery Metals ETF 3.1 58 8 11.6 +31.4
TXS Texas Capital Texas Equity Index ETF 3.1 49 17 5.6 +25.4
DKRB Subversive Decarbonization ETF 3.1 75 -9 0.0 +19.8
FTGS First Trust Growth Strength ETF 3.0 60 6 6.5 +26.3
TEMP JPMorgan Climate Change Solutions ETF 3.0 49 17 4.7 +24.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.0 20 46 5.4 +25.3
KOMP SPDR S&P Kensho New Economies Composite ETF 3.0 20 46 2.1 +21.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.0 15 51 4.7 +24.6
ISRA VanEck Israel ETF 2.9 59 7 8.9 +28.7
SPGP Invesco S&P 500 GARP ETF 2.9 34 32 8.5 +28.3
NULG Nuveen ESG Large-Cap Growth ETF 2.9 26 40 4.4 +24.2
MOON Direxion Moonshot Innovators ETF 2.9 65 1 0.0 +19.8
SDG iShares MSCI Global Sustainable Development Goals ETF 2.9 49 17 5.8 +25.6
SPRX Spear Alpha ETF 2.9 75 -9 -0.5 +19.3
GURU Global X Guru Index ETF 2.8 75 -9 2.5 +22.4
ETHO Etho Climate Leadership U.S. ETF 2.8 47 19 4.1 +23.9
EV Mast Global Battery Recycling & Production ETF 2.8 65 1 12.8 +32.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.7 10 56 4.8 +24.7
ARKX ARK Space Exploration & Innovation ETF 2.7 75 -9 1.7 +21.6
AIRR First Trust RBA American Industrial Renaissance ETF 2.6 70 -4 5.3 +25.1
FXZ First Trust Materials AlphaDEX Fund 2.6 61 5 10.2 +30.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.6 10 56 4.9 +24.7
TMFX Motley Fool Next Index ETF 2.5 50 16 3.4 +23.2
VOT Vanguard Mid-Cap Growth ETF 2.5 7 59 4.2 +24.0
ARKK ARK Innovation ETF 2.4 75 -9 -4.9 +14.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 2.4 60 6 5.0 +24.9
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 2.3 85 -19 8.1 +27.9
BKSE BNY Mellon US Small Cap Core Equity ETF 2.2 4 62 5.7 +25.6
NUSC Nuveen ESG Small-Cap ETF 2.2 31 35 5.2 +25.0
AIEQ AI Powered Equity ETF 2.2 75 -9 6.1 +25.9
IWO iShares Russell 2000 Growth ETF 2.1 24 42 1.4 +21.3
QQQN VictoryShares Nasdaq Next 50 ETF 2.0 18 48 4.5 +24.4
STXK Strive Small-Cap ETF 2.0 18 48 5.5 +25.4
JGRO JPMorgan Active Growth ETF 2.0 44 22 3.4 +23.3
XME SPDR S&P Metals & Mining ETF 2.0 35 31 7.2 +27.0
IJT iShares S&P Small-Cap 600 Growth ETF 2.0 18 48 7.0 +26.9
SLYG SPDR S&P 600 Small Cap Growth ETF 2.0 15 51 7.1 +26.9
GINN Goldman Sachs Innovate Equity ETF 2.0 52 14 2.7 +22.5
SMCP AlphaMark Actively Managed Small Cap ETF 2.0 90 -24 6.8 +26.7
ISCG iShares Morningstar Small-Cap Growth ETF 2.0 6 60 2.5 +22.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 57 4.0 +23.8
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 46 6.0 +25.8
LUXX Roundhill S&P Global Luxury ETF 1.9 45 21 2.7 +22.6
PAVE Global X U.S. Infrastructure Development ETF 1.9 47 19 5.7 +25.5
RNMC First Trust Mid Cap US Equity Select ETF 1.9 60 6 7.9 +27.7
VBK Vanguard Small-Cap Growth ETF 1.9 7 59 1.5 +21.3
SFY SoFi Select 500 ETF 1.9 0 66 5.2 +25.0
VTWG Vanguard Russell 2000 Growth ETF 1.9 15 51 1.7 +21.6
NULC Nuveen ESG Large-Cap ETF 1.8 21 45 5.5 +25.3
VOOG Vanguard S&P 500 Growth ETF 1.8 10 56 5.5 +25.3
ONEQ Fidelity Nasdaq Composite Index ETF 1.8 21 45 3.9 +23.7
IYM iShares U.S. Basic Materials ETF 1.8 40 26 6.8 +26.6
KOCG FIS Knights of Columbus Global Belief ETF 1.8 75 -9 5.3 +25.1
DSI iShares MSCI KLD 400 Social ETF 1.8 25 41 5.1 +25.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.8 3 63 8.2 +28.1
VUG Vanguard Growth ETF 1.8 4 62 4.3 +24.1
ISMD Inspire Small/Mid Cap ETF 1.8 54 12 6.1 +25.9
IJR iShares Core S&P Small Cap ETF 1.8 6 60 8.2 +28.0
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 54 7.8 +27.6
HLAL Wahed FTSE USA Shariah ETF 1.8 50 16 5.0 +24.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.8 45 21 4.7 +24.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.8 39 27 4.5 +24.4
IYE iShares U.S. Energy ETF 1.8 40 26 6.5 +26.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 52 5.4 +25.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.7 9 57 5.0 +24.9
SCHG Schwab U.S. Large-Cap Growth ETF 1.7 4 62 4.3 +24.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.7 7 59 5.2 +25.0
ILCG iShares Morningstar Growth ETF 1.7 4 62 4.1 +23.9
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.7 8 58 4.9 +24.7
ARGT Global X MSCI Argentina ETF 1.7 59 7 7.4 +27.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.7 15 51 4.9 +24.7
ROKT SPDR S&P Kensho Final Frontiers ETF 1.7 45 21 -0.6 +19.2
SPXN ProShares S&P 500 Ex-Financials ETF 1.7 9 57 5.3 +25.1
SPXV ProShares S&P 500 Ex-Health Care ETF 1.7 9 57 5.2 +25.0
EGUS iShares ESG Aware MSCI USA Growth ETF 1.7 18 48 4.3 +24.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.7 29 37 5.1 +25.0
VCR Vanguard Consumer Discretionary ETF 1.7 10 56 4.7 +24.5
SNPG Xtrackers S&P 500 Growth ESG ETF 1.7 15 51 4.8 +24.6
VEGN US Vegan Climate ETF 1.7 60 6 4.7 +24.5
BTEK Future Tech ETF 1.6 88 -22 2.1 +21.9
FIW First Trust Water ETF 1.6 53 13 4.5 +24.3
SNSR Global X Internet of Things ETF 1.6 68 -2 4.3 +24.1
NVIR Horizon Kinetics Energy and Remediation ETF 1.6 85 -19 1.9 +21.8
SUSL iShares ESG MSCI USA Leaders ETF 1.6 10 56 5.1 +25.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.6 10 56 5.2 +25.0
JOET Virtus Terranova US Quality Momentum ETF 1.6 29 37 5.2 +25.0
SPXT ProShares S&P 500 Ex-Technology ETF 1.6 9 57 5.7 +25.5
STXG Strive 1000 Growth ETF 1.6 18 48 4.2 +24.0
IUSG iShares Core S&P U.S. Growth ETF 1.6 4 62 4.6 +24.5
SNPE Xtrackers S&P 500 ESG ETF 1.6 10 56 5.3 +25.1
IYC iShares U.S. Consumer Discretionary ETF 1.6 40 26 3.8 +23.6
CGGR Capital Group Growth ETF 1.6 39 27 3.5 +23.3
GLIF AGF Global Infrastructure ETF 1.6 45 21 5.5 +25.3
ECLN First Trust EIP Carbon Impact ETF 1.6 96 -30 5.3 +25.1
EMLP First Trust North American Energy Infrastructure Fund 1.6 95 -29 5.4 +25.2
BOUT Innovator IBD Breakout Opportunities ETF 1.6 81 -15 2.9 +22.7
NTZG Nuveen Global Net Zero Transition ETF 1.6 56 10 4.9 +24.8
FFTY Innovator IBD 50 ETF 1.6 80 -14 0.1 +19.9
SPYG SPDR Portfolio S&P 500 Growth ETF 1.6 4 62 4.6 +24.4
IVW iShares S&P 500 Growth ETF 1.6 18 48 4.5 +24.3
IJS iShares S&P Small-Cap 600 Value ETF 1.6 18 48 9.3 +29.2
SLYV SPDR S&P 600 Small Cap Value ETF 1.6 15 51 9.4 +29.2
EQRR ProShares Equities for Rising Rates ETF 1.6 35 31 7.8 +27.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.6 35 31 6.0 +25.8
RSPM Invesco S&P 500 Equal Weight Materials ETF 1.6 40 26 7.6 +27.4
SPXE ProShares S&P 500 Ex-Energy ETF 1.6 9 57 5.3 +25.1
IWF iShares Russell 1000 Growth ETF 1.6 19 47 4.7 +24.6
VONG Vanguard Russell 1000 Growth ETF 1.6 8 58 4.8 +24.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.5 19 47 6.5 +26.4
FRDM Freedom 100 Emerging Markets ETF 1.5 49 17 7.3 +27.2
QGRW WisdomTree U.S. Quality Growth Fund 1.5 28 38 4.7 +24.5
FYC First Trust Small Cap Growth AlphaDEX Fund 1.5 71 -5 0.9 +20.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.5 32 34 5.2 +25.0
NUMV Nuveen ESG Mid-Cap Value ETF 1.5 31 35 7.4 +27.2
NACP Impact Shares NAACP Minority Empowerment ETF 1.5 49 17 5.0 +24.8
VERS ProShares Metaverse ETF 1.5 58 8 -8.3 +11.5
TINT ProShares Smart Materials ETF 1.5 58 8 5.6 +25.5
DFND Siren DIVCON Dividend Defender ETF 1.5 189 -123 3.9 +23.8
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 66 5.3 +25.1
CGRO CoreValues Alpha Greater China Growth ETF 1.5 75 -9 2.6 +22.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.5 17 49 5.4 +25.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.5 15 51 7.0 +26.8
XTN SPDR S&P Transportation ETF 1.5 35 31 1.0 +20.8
FBCG Fidelity Blue Chip Growth ETF 1.5 59 7 2.6 +22.4
VOTE TCW Transform 500 ETF 1.5 5 61 5.2 +25.0
FMAT Fidelity MSCI Materials Index ETF 1.5 8 58 6.6 +26.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.5 12 54 4.5 +24.3
TPSC Timothy Plan US Small Cap Core ETF 1.5 52 14 7.6 +27.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.5 7 59 5.2 +25.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 64 5.3 +25.1
IWM iShares Russell 2000 ETF 1.5 19 47 3.6 +23.4
RXI iShares Global Consumer Discretionary ETF 1.4 41 25 5.5 +25.4
ARKW ARK Next Generation Internet ETF 1.4 87 -21 -2.9 +16.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.4 15 51 5.6 +25.4
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.4 40 26 4.3 +24.2
FDG American Century Focused Dynamic Growth ETF 1.4 45 21 2.7 +22.5
RUFF Alpha Dog ETF 1.4 94 -28 4.8 +24.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.4 75 -9 3.8 +23.6
FTXR First Trust Nasdaq Transportation ETF 1.4 60 6 5.1 +24.9
FDMO Fidelity Momentum Factor ETF 1.4 15 51 3.7 +23.5
XLY Consumer Discretionary Select Sector SPDR Fund 1.4 9 57 5.1 +24.9
XLG Invesco S&P 500 Top 50 ETF 1.4 20 46 4.7 +24.5
TMFC Motley Fool 100 Index ETF 1.4 50 16 4.0 +23.8
QQMG Invesco ESG NASDAQ 100 ETF 1.4 20 46 4.7 +24.6
USMC Principal U.S. Mega-Cap ETF 1.4 12 54 5.0 +24.8
XNTK SPDR NYSE Technology ETF 1.4 35 31 4.0 +23.8
WUGI AXS Esoterica NextG Economy ETF 1.4 75 -9 2.1 +22.0
QQQ Invesco QQQ Trust Series I 1.4 20 46 4.6 +24.5
ACSI American Customer Satisfaction ETF 1.4 65 1 4.9 +24.8
TIME Clockwise Core Equity & Innovation ETF 1.4 95 -29 2.0 +21.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.4 60 6 5.6 +25.4
MGK Vanguard Mega Cap Growth ETF 1.4 7 59 4.4 +24.2
IWY iShares Russell Top 200 Growth ETF 1.4 20 46 4.9 +24.7
PZLG Puzzle Mature Growth 1.4 0 66 4.2 +24.0
AOTG AOT Growth and Innovation ETF 1.4 75 -9 3.0 +22.9
GGRW Gabelli Growth Innovators ETF 1.4 90 -24 2.3 +22.1
QQQM Invesco NASDAQ 100 ETF 1.4 15 51 4.7 +24.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.4 30 36 4.7 +24.5
YALL God Bless America ETF 1.4 65 1 3.6 +23.4
GK AdvisorShares Gerber Kawasaki ETF 1.4 75 -9 3.2 +23.1
AIQ Global X Artificial Intelligence & Technology ETF 1.4 68 -2 4.2 +24.0
NBDS Neuberger Berman Disrupters ETF 1.4 55 11 1.9 +21.8
PHO Invesco Water Resources ETF 1.4 60 6 4.3 +24.1
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 1.4 75 -9 1.6 +21.4
OEF iShares S&P 100 ETF 1.4 20 46 5.0 +24.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.4 45 21 1.4 +21.2
FTC First Trust Large Cap Growth AlphaDEX Fund 1.4 59 7 2.8 +22.6
ILF iShares Latin America 40 ETF 1.4 48 18 10.3 +30.1
ACVF American Conservative Values ETF 1.4 75 -9 4.4 +24.2
ECML Euclidean Fundamental Value ETF 1.4 95 -29 8.7 +28.5
BIBL Inspire 100 ETF 1.4 35 31 4.8 +24.7
GXG Global X MSCI Colombia ETF 1.4 62 4 15.2 +35.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.4 12 54 5.1 +24.9
AESR Anfield U.S. Equity Sector Rotation ETF 1.4 108 -42 4.4 +24.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.4 80 -14 5.7 +25.5
VIOO Vanguard S&P Small-Cap 600 ETF 1.4 10 56 7.8 +27.6
WNDY Global X Wind Energy ETF 1.4 50 16 5.2 +25.0
FDWM Fidelity Women's Leadership ETF 1.4 59 7 4.8 +24.6
FAN First Trust Global Wind Energy ETF 1.3 60 6 5.5 +25.3
FTAG First Trust Indxx Global Agriculture ETF 1.3 70 -4 9.1 +29.0
NANC Unusual Whales Subversive Democratic Trading ETF 1.3 75 -9 3.8 +23.6
QVML Invesco S&P 500 QVM Multi-factor ETF 1.3 11 55 5.2 +25.0
FIDU Fidelity MSCI Industrial Index ETF 1.3 8 58 4.7 +24.6
ESGU iShares ESG Aware MSCI USA ETF 1.3 15 51 5.2 +25.0
WLDR Affinity World Leaders Equity ETF 1.3 67 -1 8.5 +28.3
SUSA iShares MSCI USA ESG Select ETF 1.3 25 41 5.4 +25.2
XLB Materials Select Sector SPDR Fund 1.3 9 57 5.8 +25.6
ESIX SPDR S&P SmallCap 600 ESG ETF 1.3 12 54 7.8 +27.6
VTWO Vanguard Russell 2000 ETF 1.3 10 56 3.9 +23.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.3 30 36 7.6 +27.4
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.3 40 26 3.8 +23.6
XVV iShares ESG Screened S&P 500 ETF 1.3 8 58 5.1 +24.9
KGRN KraneShares MSCI China Clean Technology Index ETF 1.3 79 -13 6.5 +26.3
JHMM John Hancock Multifactor Mid Cap ETF 1.3 42 24 6.6 +26.4
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.3 15 51 7.6 +27.4
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.3 61 5 6.2 +26.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.3 15 51 8.2 +28.1
ESGV Vanguard ESG U.S. Stock ETF 1.3 9 57 5.1 +24.9
VO Vanguard Mid-Cap ETF 1.3 4 62 5.8 +25.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.3 15 51 8.7 +28.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.3 9 57 6.0 +25.8
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.2 42 24 7.5 +27.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.2 35 31 7.6 +27.4
ISCB iShares Morningstar Small-Cap ETF 1.2 4 62 5.3 +25.2
ROSC Hartford Multifactor Small Cap ETF 1.2 34 32 10.1 +30.0
DFAS Dimensional U.S. Small Cap ETF 1.2 26 40 6.0 +25.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.2 61 5 -4.0 +15.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.2 20 46 5.1 +24.9
NETZ TCW Transform Systems ETF 1.2 75 -9 3.4 +23.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.2 64 2 2.1 +21.9
IMCG iShares Morningstar Mid-Cap Growth ETF 1.2 6 60 4.3 +24.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.2 25 41 5.7 +25.5
LEAD Siren DIVCON Leaders Dividend ETF 1.2 43 23 5.2 +25.0
VOO Vanguard S&P 500 ETF 1.2 3 63 5.3 +25.2
EES WisdomTree U.S. SmallCap Fund 1.2 38 28 10.3 +30.1
SSPY Syntax Stratified LargeCap ETF 1.2 30 36 6.5 +26.3
IVV iShares Core S&P 500 ETF 1.2 3 63 5.3 +25.1
SPY SPDR S&P 500 ETF Trust 1.2 9 57 5.2 +25.1
DFUS Dimensional U.S. Equity ETF 1.2 9 57 5.1 +25.0
STRV Strive 500 ETF 1.2 5 61 5.2 +25.0
IWL iShares Russell Top 200 ETF 1.2 15 51 5.0 +24.8
PBUS Invesco MSCI USA ETF 1.2 4 62 5.3 +25.1
SPLG SPDR Portfolio S&P 500 ETF 1.2 2 64 5.3 +25.1
AVSC Avantis U.S Small Cap Equity ETF 1.2 25 41 5.4 +25.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.2 3 63 5.1 +25.0
VV Vanguard Large-Cap ETF 1.1 4 62 5.2 +25.1
IYY iShares Dow Jones U.S. ETF 1.1 20 46 5.1 +24.9
HDUS Hartford Disciplined US Equity ETF 1.1 19 47 6.2 +26.0
SCHX Schwab U.S. Large-Cap ETF 1.1 3 63 5.3 +25.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.1 3 63 5.4 +25.3
IWV iShares Russell 3000 ETF 1.1 20 46 5.0 +24.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.1 55 11 4.0 +23.8
SCHB Schwab U.S. Broad Market ETF 1.1 3 63 5.2 +25.0
VIS Vanguard Industrials ETF 1.1 10 56 4.5 +24.3
SCHK Schwab 1000 Index ETF 1.1 5 61 5.3 +25.1
SSLY Syntax Stratified SmallCap ETF 1.1 40 26 7.5 +27.3
VTHR Vanguard Russell 3000 ETF 1.1 10 56 5.1 +24.9
IWB iShares Russell 1000 ETF 1.1 15 51 5.1 +25.0
MGC Vanguard Mega Cap ETF 1.1 7 59 5.1 +24.9
VONE Vanguard Russell 1000 ETF 1.1 8 58 5.2 +25.1
ILCB iShares Morningstar U.S. Equity ETF 1.1 3 63 5.3 +25.1
VTI Vanguard Total Stock Market ETF 1.1 3 63 5.1 +24.9
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 57 5.5 +25.3
CHIQ Global X MSCI China Consumer Discretionary ETF 1.1 65 1 5.3 +25.2
RPG Invesco S&P 500 Pure Growth ETF 1.1 35 31 3.4 +23.3
FPX First Trust US Equity Opportunities ETF 1.1 61 5 0.6 +20.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.1 58 8 5.4 +25.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.1 52 14 5.4 +25.3
RVRB Reverb ETF 1.1 30 36 5.0 +24.8
SCHA Schwab U.S. Small-Cap ETF 1.0 4 62 4.9 +24.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 27 9.4 +29.3
IFRA iShares U.S. Infrastructure ETF 1.0 30 36 6.3 +26.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 59 5.8 +25.6
VAW Vanguard Materials ETF 1.0 10 56 6.5 +26.3
DEEP Roundhill Acquirers Deep Value ETF 1.0 80 -14 15.3 +35.1
IWS iShares Russell Mid-Cap Value ETF 1.0 23 43 6.6 +26.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 46 6.7 +26.6
TMFS Motley Fool Small-Cap Growth ETF 1.0 85 -19 3.6 +23.4
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 1.0 29 37 10.9 +30.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.0 24 42 7.8 +27.6
PDP Invesco Dorsey Wright Momentum ETF 1.0 62 4 3.7 +23.5
IWR iShares Russell Midcap ETF 1.0 19 47 5.7 +25.5
ADME Aptus Drawdown Managed Equity ETF 1.0 79 -13 4.3 +24.2
ECNS iShares MSCI China Small-Cap ETF 1.0 59 7 14.2 +34.0
RSP Invesco S&P 500 Equal Weight ETF 1.0 20 46 6.2 +26.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.0 65 1 5.1 +25.0
FDM First Trust Dow Jones Select MicroCap Index Fund 1.0 60 6 7.9 +27.7
XLI Industrial Select Sector SPDR Fund 1.0 9 57 4.4 +24.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.0 58 8 4.8 +24.6
XITK SPDR FactSet Innovative Technology ETF 0.9 45 21 2.7 +22.5
SFYX SoFi Next 500 ETF 0.9 0 66 5.6 +25.4
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 51 6.0 +25.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.9 60 6 1.2 +21.0
SQLV Royce Quant Small-Cap Quality Value ETF 0.9 60 6 9.0 +28.9
AVUS Avantis U.S. Equity ETF 0.9 15 51 6.0 +25.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 51 7.4 +27.3
QLC FlexShares US Quality Large Cap Index Fund 0.9 25 41 5.6 +25.4
APUE ActivePassive U.S. Equity ETF 0.9 45 21 5.0 +24.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 46 5.6 +25.4
VB Vanguard Small-Cap ETF 0.9 5 61 5.4 +25.2
PEXL Pacer US Export Leaders ETF 0.9 60 6 5.1 +25.0
TOK iShares MSCI Kokusai ETF 0.9 26 40 5.3 +25.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 51 6.3 +26.1
IWP iShares Russell Mid-Cap Growth ETF 0.9 23 43 3.8 +23.7
EUSA iShares MSCI USA Equal Weighted ETF 0.9 9 57 6.2 +26.0
DFAU Dimensional US Core Equity Market ETF 0.9 12 54 5.4 +25.2
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 28 6.7 +26.6
EQWL Invesco S&P 100 Equal Weight ETF 0.9 25 41 6.8 +26.6
VXF Vanguard Extended Market ETF 0.9 6 60 3.9 +23.8
JHML John Hancock Multifactor Large Cap ETF 0.8 29 37 5.6 +25.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.8 75 -9 3.2 +23.0
IMCB iShares Morningstar Mid-Cap ETF 0.8 4 62 6.1 +26.0
MOO VanEck Agribusiness ETF 0.8 53 13 9.4 +29.2
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 41 6.9 +26.7
URTH iShares MSCI World ETF 0.8 24 42 5.4 +25.2
SIZE iShares MSCI USA Size Factor ETF 0.8 15 51 6.0 +25.8
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.8 61 5 -13.0 +6.9
DFSU Dimensional US Sustainability Core 1 ETF 0.8 18 48 5.7 +25.5
FYX First Trust Small Cap Core AlphaDEX Fund 0.8 61 5 7.2 +27.0
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.8 35 31 5.4 +25.3
XSMO Invesco S&P SmallCap Momentum ETF 0.8 39 27 7.8 +27.6
BLLD JPMorgan Sustainable Infrastructure ETF 0.8 49 17 6.2 +26.0
VUSE Vident U.S. Equity Strategy ETF 0.8 50 16 3.6 +23.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 31 5.7 +25.5
HAP VanEck Natural Resources ETF 0.8 50 16 9.5 +29.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 57 5.8 +25.7
KRMA Global X Conscious Companies ETF 0.8 43 23 5.8 +25.6
CGDV Capital Group Dividend Value ETF 0.8 33 33 5.8 +25.6
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 41 6.8 +26.7
IWN iShares Russell 2000 Value ETF 0.8 24 42 5.6 +25.4
VTWV Vanguard Russell 2000 Value ETF 0.8 15 51 5.8 +25.6
MAGA Point Bridge America First ETF 0.8 72 -6 6.3 +26.2
IWC iShares Micro-Cap ETF 0.8 60 6 -4.3 +15.5
EPS WisdomTree U.S. LargeCap Fund 0.8 8 58 6.3 +26.1
ACWI iShares MSCI ACWI ETF 0.8 32 34 5.5 +25.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.7 35 31 4.8 +24.6
NULV Nuveen ESG Large-Cap Value ETF 0.7 26 40 7.1 +27.0
FLDZ RiverNorth Patriot ETF 0.7 75 -9 5.8 +25.6
CHGX AXS Change Finance ESG ETF 0.7 49 17 5.1 +24.9
LRND IQ U.S. Large Cap R&D Leaders ETF 0.7 14 52 6.3 +26.1
SMDY Syntax Stratified MidCap ETF 0.7 35 31 6.3 +26.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.7 15 51 6.4 +26.3
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 24 6.2 +26.0
VT Vanguard Total World Stock ETF 0.7 7 59 5.8 +25.7
RWL Invesco S&P 500 Revenue ETF 0.7 39 27 6.6 +26.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.7 60 6 6.7 +26.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.7 35 31 7.2 +27.0
BLES Inspire Global Hope ETF 0.7 61 5 6.3 +26.2
GSPY Gotham Enhanced 500 ETF 0.7 50 16 5.3 +25.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.7 9 57 5.7 +25.6
DFAC Dimensional U.S. Core Equity 2 ETF 0.7 17 49 5.7 +25.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.7 65 1 8.4 +28.2
CID VictoryShares International High Div Volatility Wtd ETF 0.7 45 21 9.5 +29.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 54 6.8 +26.7
INNO Harbor Disruptive Innovation ETF 0.7 75 -9 -3.5 +16.3
IJK iShares S&P Mid-Cap 400 Growth ETF 0.7 17 49 5.8 +25.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.7 15 51 5.8 +25.7
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 10 56 6.9 +26.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 15 51 7.6 +27.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.6 95 -29 1.7 +21.5
EXI iShares Global Industrials ETF 0.6 42 24 4.7 +24.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -4 1.8 +21.7
CACG ClearBridge All Cap Growth ESG ETF 0.6 54 12 3.4 +23.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.6 15 51 7.0 +26.8
JMOM JPMorgan U.S. Momentum Factor ETF 0.6 12 54 4.8 +24.7
VGT Vanguard Information Technology ETF 0.6 10 56 4.7 +24.5
MDY SPDR S&P Midcap 400 ETF Trust 0.6 23 43 6.8 +26.6
FSMD Fidelity Small-Mid Multifactor ETF 0.6 15 51 7.6 +27.5
IMCV iShares Morningstar Mid-Cap Value ETF 0.6 6 60 7.9 +27.8
IYJ iShares U.S. Industrials ETF 0.6 40 26 4.8 +24.7
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.6 3 63 7.0 +26.8
IJH iShares Core S&P Mid-Cap ETF 0.6 5 61 6.9 +26.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.6 80 -14 11.0 +30.9
DFNV Donoghue Forlines Innovation ETF 0.6 69 -3 5.0 +24.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.6 65 1 1.6 +21.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.6 35 31 10.5 +30.3
TTAC FCF US Quality ETF 0.6 59 7 6.5 +26.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.6 11 55 5.2 +25.1
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 28 8.6 +28.4
FTEC Fidelity MSCI Information Technology Index ETF 0.6 8 58 4.8 +24.6
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 38 8.2 +28.1
DFUV Dimensional US Marketwide Value ETF 0.5 22 44 7.6 +27.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 46 6.4 +26.2
OALC OneAscent Large Cap Core ETF 0.5 86 -20 5.9 +25.7
MXI iShares Global Materials ETF 0.5 41 25 6.6 +26.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.5 24 42 8.0 +27.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 48 8.2 +28.1
LRGE ClearBridge Large Cap Growth ESG ETF 0.5 59 7 3.4 +23.2
MDYV SPDR S&P 400 Mid Cap Value ETF 0.5 15 51 8.2 +28.1
USXF iShares ESG Advanced MSCI USA ETF 0.5 10 56 5.2 +25.0
CFA VictoryShares US 500 Volatility Wtd ETF 0.5 35 31 6.0 +25.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.5 40 26 5.9 +25.8
LRGF iShares U.S. Equity Factor ETF 0.5 8 58 5.8 +25.7
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.5 95 -29 11.4 +31.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.5 49 17 4.8 +24.6
FUTY Fidelity MSCI Utilities Index ETF 0.5 8 58 6.3 +26.1
IGM iShares Expanded Tech Sector ETF 0.5 41 25 4.5 +24.3
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 60 8.1 +28.0
EZM WisdomTree U.S. MidCap Fund 0.5 38 28 8.2 +28.0
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 39 9.0 +28.8
AFSM First Trust Active Factor Small Cap ETF 0.5 75 -9 7.6 +27.5
SCHM Schwab U.S. Mid-Cap ETF 0.5 4 62 6.3 +26.2
RPV Invesco S&P 500 Pure Value ETF 0.5 35 31 9.9 +29.7
SYNB Putnam BioRevolution ETF 0.4 70 -4 2.9 +22.7
BFOR ALPS Barron's 400 ETF 0.4 65 1 6.6 +26.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.4 4 62 6.1 +26.0
DFLV Dimensional US Large Cap Value ETF 0.4 22 44 7.8 +27.6
FEX First Trust Large Cap Core AlphaDEX Fund 0.4 59 7 5.6 +25.4
QLV FlexShares US Quality Low Volatility Index Fund 0.4 22 44 5.2 +25.0
FMIL Fidelity New Millennium ETF 0.4 59 7 4.3 +24.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 28 8.1 +28.0
PSC Principal U.S. Small-Cap ETF 0.4 38 28 6.6 +26.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.4 29 37 7.4 +27.2
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 41 10.0 +29.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.4 18 48 7.6 +27.4
SHPP Pacer Industrials and Logistics ETF 0.4 60 6 8.9 +28.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 46 8.0 +27.8
VFQY Vanguard U.S. Quality Factor ETF 0.4 13 53 7.2 +27.0
SDY SPDR S&P Dividend ETF 0.4 35 31 6.3 +26.1
ONEO SPDR Russell 1000 Momentum Focus ETF 0.4 20 46 7.1 +27.0
VFMO Vanguard U.S. Momentum Factor ETF 0.4 13 53 2.8 +22.6
VLU SPDR S&P 1500 Value Tilt ETF 0.4 12 54 7.1 +27.0
DEUS Xtrackers Russell US Multifactor ETF 0.4 17 49 7.1 +26.9
WRND IQ Global Equity R&D Leaders ETF 0.4 18 48 7.2 +27.0
XLK Technology Select Sector SPDR Fund 0.4 9 57 5.2 +25.1
VPU Vanguard Utilities ETF 0.4 10 56 6.2 +26.1
IWD iShares Russell 1000 Value ETF 0.4 19 47 6.6 +26.4
VONV Vanguard Russell 1000 Value ETF 0.4 8 58 6.7 +26.5
KALL KraneShares MSCI All China Index ETF 0.4 49 17 9.4 +29.2
DARP Grizzle Growth ETF 0.4 75 -9 3.2 +23.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.4 35 31 7.5 +27.3
PRF Invesco FTSE RAFI US 1000 ETF 0.4 39 27 7.3 +27.1
DGT SPDR Global Dow ETF 0.3 50 16 6.7 +26.5
IUS Invesco RAFI Strategic US ETF 0.3 19 47 7.3 +27.1
VLUE iShares MSCI USA Value Factor ETF 0.3 15 51 10.7 +30.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.3 80 -14 6.5 +26.4
SPVU Invesco S&P 500 Enhanced Value ETF 0.3 13 53 9.1 +29.0
SOXX iShares Semiconductor ETF 0.3 35 31 5.3 +25.1
FXL First Trust Technology AlphaDEX Fund 0.3 61 5 4.1 +23.9
VFMF Vanguard U.S. Multifactor ETF 0.3 18 48 8.7 +28.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 41 8.8 +28.7
SMLF iShares U.S. SmallCap Equity Factor ETF 0.3 15 51 5.8 +25.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 6 6.0 +25.9
DFSV Dimensional US Small Cap Value ETF 0.3 31 35 8.9 +28.7
FSST Fidelity Sustainable U.S. Equity ETF 0.3 59 7 4.9 +24.8
SMMD iShares Russell 2500 ETF 0.3 15 51 6.0 +25.8
IYT iShares US Transportation ETF 0.3 40 26 2.1 +22.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 51 7.1 +26.9
MCHI iShares MSCI China ETF 0.3 59 7 8.9 +28.8
SMH VanEck Semiconductor ETF 0.3 35 31 4.2 +24.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.3 12 54 7.3 +27.2
IUSV iShares Core S&P US Value ETF 0.3 4 62 6.8 +26.7
STXD Strive 1000 Dividend Growth ETF 0.3 35 31 5.5 +25.3
RNSC Furst Trust Small Cap US Equity Select ETF 0.3 60 6 8.4 +28.3
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.3 18 48 7.9 +27.7
GXC SPDR S&P China ETF 0.3 59 7 9.0 +28.9
IVE iShares S&P 500 Value ETF 0.3 18 48 6.6 +26.4
SPYV SPDR Portfolio S&P 500 Value ETF 0.3 4 62 6.7 +26.6
CN Xtrackers MSCI All China Equity ETF 0.3 50 16 8.7 +28.5
PICK iShares MSCI Global Metals & Mining Producers ETF 0.3 39 27 11.0 +30.8
DEHP Dimensional Emerging Markets High Profitability ETF 0.2 41 25 7.3 +27.1
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 41 7.1 +26.9
IXN iShares Global Tech ETF 0.2 41 25 4.3 +24.2
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 37 7.2 +27.0
GLOF iShares Global Equity Factor ETF 0.2 20 46 7.1 +26.9
XPND First Trust Expanded Technology ETF 0.2 65 1 3.9 +23.7
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 51 7.5 +27.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.2 60 6 4.1 +23.9
HAPI Harbor Human Capital Factor US Large Cap ETF 0.2 36 30 4.8 +24.6
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.2 20 46 7.5 +27.3
SOXQ Invesco PHLX Semiconductor ETF 0.2 19 47 5.1 +24.9
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 54 8.4 +28.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 27 8.9 +28.7
BTHM BlackRock Future U.S. Themes ETF 0.2 60 6 4.3 +24.1
TPIF Timothy Plan International ETF 0.2 62 4 6.7 +26.5
FVAL Fidelity Value Factor ETF 0.2 15 51 7.5 +27.3
ROUS Hartford Multifactor US Equity ETF 0.2 19 47 6.4 +26.3
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 41 7.1 +26.9
ROAM Hartford Multifactor Emerging Markets ETF 0.2 44 22 11.7 +31.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 46 5.1 +24.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 37 6.3 +26.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 7 59 6.5 +26.3
IDU iShares U.S. Utilities ETF 0.2 40 26 5.5 +25.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.2 75 -9 4.7 +24.6
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 62 6.7 +26.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.2 50 16 4.7 +24.6
SCHC Schwab International Small-Cap Equity ETF 0.2 11 55 6.4 +26.3
SAGP Strategas Global Policy Opportunities ETF 0.2 65 1 4.5 +24.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.2 29 37 9.1 +29.0
ITAN Sparkline Intangible Value ETF 0.2 50 16 6.2 +26.0
BBCA JPMorgan BetaBuilders Canada ETF 0.2 19 47 7.0 +26.9
VOE Vanguard Mid-Cap Value ETF 0.2 7 59 7.4 +27.3
SPHQ Invesco S&P 500 Quality ETF 0.2 15 51 5.4 +25.3
EVUS iShares ESG Aware MSCI USA Value ETF 0.2 18 48 6.7 +26.5
KRUZ Unusual Whales Subversive Republican Trading ETF 0.2 75 -9 4.9 +24.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.2 10 56 5.4 +25.2
EMXF iShares ESG Advanced MSCI EM ETF 0.2 16 50 7.4 +27.3
EWC iShares MSCI Canada ETF 0.2 50 16 6.9 +26.7
LDEM iShares ESG MSCI EM Leaders ETF 0.2 17 49 7.8 +27.6
BKF iShares MSCI BIC ETF 0.2 69 -3 7.1 +26.9
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.2 32 34 5.7 +25.5
PXH Invesco FTSE RAFI Emerging Markets ETF 0.2 49 17 12.4 +32.2
VBR Vanguard Small Cap Value ETF 0.1 7 59 8.2 +28.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 51 7.1 +26.9
HLGE Hartford Longevity Economy ETF 0.1 44 22 6.6 +26.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 19 9.8 +29.6
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.1 51 15 6.8 +26.6
CIL VictoryShares International Volatility Wtd ETF 0.1 45 21 6.9 +26.7
ILCV iShares Morningstar Value ETF 0.1 4 62 6.7 +26.5
SPMO Invesco S&P 500 Momentum ETF 0.1 13 53 3.7 +23.6
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 51 6.1 +25.9
AFMC First Trust Active Factor Mid Cap ETF 0.1 65 1 7.5 +27.3
EATV VegTech Plant-based Innovation & Climate ETF 0.1 75 -9 1.0 +20.9
AVEM Avantis Emerging Markets Equity ETF 0.1 33 33 9.1 +28.9
VFVA Vanguard U.S. Value Factor ETF 0.1 13 53 10.6 +30.4
APIE ActivePassive International Equity ETF 0.1 45 21 7.7 +27.6
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 0 7.2 +27.0
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 41 7.7 +27.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 27 8.7 +28.5
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 30 7.5 +27.3
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 38 6.5 +26.4
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 17 6.4 +26.2
ISZE iShares MSCI Intl Size Factor ETF 0.1 30 36 6.6 +26.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.1 50 16 5.8 +25.7
IYW iShares U.S. Technology ETF 0.1 40 26 4.5 +24.3
STXV Strive 1000 Value ETF 0.1 18 48 7.8 +27.6
EEMA iShares MSCI Emerging Markets Asia ETF 0.1 49 17 6.7 +26.5
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -23 4.8 +24.6
IGE iShares North American Natural Resources ETF 0.1 41 25 6.4 +26.2
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 1 7.7 +27.5
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 70 -4 6.3 +26.1
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 59 7.5 +27.3
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 36 7.5 +27.3
VIG Vanguard Dividend Appreciation ETF 0.1 6 60 5.8 +25.6
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 51 5.5 +25.3
AVES Avantis Emerging Markets Value ETF 0.1 36 30 12.1 +31.9
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -9 4.9 +24.7
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -4 7.2 +27.1
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 36 6.1 +25.9
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 57 7.5 +27.4
EEM iShares MSCI Emerging Markets ETF 0.1 69 -3 7.0 +26.8
DGRO iShares Core Dividend Growth ETF 0.1 8 58 6.5 +26.3
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 48 4.4 +24.3
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 36 6.8 +26.6
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 38 6.2 +26.0
PFM Invesco Dividend Achievers ETF 0.1 53 13 5.7 +25.5
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 31 7.7 +27.5
XSHQ Invesco S&P SmallCap Quality ETF 0.1 29 37 10.1 +29.9
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 25 7.8 +27.6
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 28 8.2 +28.1
RECS Columbia Research Enhanced Core ETF 0.1 15 51 5.6 +25.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.0 39 27 6.9 +26.7
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 17 6.0 +25.9
HKND Humankind US Stock ETF 0.0 11 55 7.0 +26.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 27 7.6 +27.5
SHE SPDR MSCI USA Gender Diversity ETF 0.0 20 46 5.0 +24.8
DLN WisdomTree U.S. LargeCap Dividend Fund 0.0 28 38 6.2 +26.1
DUHP Dimensional US High Profitability ETF 0.0 21 45 7.0 +26.8
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 34 6.3 +26.1
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 59 6.9 +26.7
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 34 32 6.7 +26.5
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 58 7.6 +27.4
DFEV Dimensional Emerging Markets Value ETF 0.0 43 23 10.9 +30.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 25 6.7 +26.5
VTV Vanguard Value ETF 0.0 4 62 7.0 +26.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 17 6.7 +26.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 63 6.9 +26.7
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 62 6.7 +26.5
VEA Vanguard FTSE Developed Markets ETF 0.0 5 61 7.0 +26.8
VSGX Vanguard ESG International Stock ETF 0.0 12 54 6.8 +26.7
VXUS Vanguard Total International Stock ETF 0.0 7 59 7.1 +27.0
DEW WisdomTree Global High Dividend Fund 0.0 58 8 9.1 +28.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 27 7.3 +27.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 36 7.8 +27.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 21 8.5 +28.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 24 5.1 +25.0
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 36 8.5 +28.4
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 8 58 7.2 +27.0
DFIS Dimensional International Small Cap ETF 0.0 39 27 6.7 +26.5
AVDE Avantis International Equity ETF 0.0 23 43 7.9 +27.7
GWX SPDR S&P International Small Cap ETF 0.0 40 26 6.6 +26.4
DFAI Dimensional International Core Equity Market ETF 0.0 18 48 6.9 +26.7
DFIC Dimensional International Core Equity 2 ETF 0.0 23 43 7.4 +27.3

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

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

Content on this tab for subscribers only

VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Invesco WilderHill Clean Energy 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™


Calculation of ALTAR Score™
Avg. Return on Equity -36.4 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 66 bp
Equals: ALTAR Score -19.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.47 CATEGORY
AVERAGE		 1.50
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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