Invesco WilderHill Clean Energy ETF
ALTAR
Score™		 -5.2% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 -23.4x P/Sales
ratio		 1.6x
P/BV
ratio		 1.9x Div.
yield		 0.8%


  • 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
Website www.invesco.com
Inception date Mar 03, 2005
Assets (mns) $276
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 54
Wgt avg mkt cap (mns) $22,439
Large cap (>$10bn) 16.5%
Mid cap ($2-10bn) 27.8%
Small cap (<$2bn) 53.9%
Developed mkts 89.4%
Emerging mkts 10.6%

TOP TEN HOLDINGS
SUNRUN INC. 2.8 %
EOS ENERGY ENTERPRISES, INC. CLASS 2.8 %
SHOALS TECHNOLOGIES GROUP, INC. CL 2.7 %
QUANTA SERVICES INC 2.4 %
EVGO, INC. CLASS A 2.3 %
MYR GROUP INC/DELAWARE 2.2 %
OPAL FUELS INC 2.1 %
AMERICAN SUPERCONDUCTOR CORPORATIO 2.1 %
RENEW ENERGY GLOBAL PLC CLASS A 2.1 %
SOLAREDGE TECHNOLOGIES, INC. 2.0 %
Total 23.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 74.4 %
CANADA 6.2 %
CHINA 4.8 %
INDIA 2.1 %
CHILE 1.3 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-22.2% -22.0% -11.5% -4.0% -6.2%

Market Correlations
versus... Beta R-squared
S&P500 1.56 45%
MSCI EAFE 1.28 32%
MSCI Emg. Mkts. 1.23 29%

Technical Indicators
Recent close $18.49
30d moving avg. $15.36
Annualized volatility 38.4%
Short interest (ETF) 5.5%
Short interest (Underlying) 7.8%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 573
Turnover 3.8%
Bid/Ask (% of price) 0.16%
ADV underlying (mns) $39,243

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 709 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™: -5.2%


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
(%)
CNRG SPDR S&P Kensho Clean Power ETF 31.9 45 21 0.6 +5.8
ACES ALPS Clean Energy ETF 30.5 55 11 -3.3 +1.8
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 28.7 58 8 -3.1 +2.1
FRNW Fidelity Clean Energy ETF 21.5 39 27 4.3 +9.5
PBD Invesco Global Clean Energy ETF 20.8 75 -9 0.5 +5.6
CTEC Global X CleanTech ETF 20.5 50 16 3.0 +8.2
TAN Invesco Solar ETF 19.2 67 -1 7.9 +13.1
RNEW VanEck Green Infrastructure ETF 17.9 45 21 -1.5 +3.6
CCSO Carbon Collective Climate Solutions US Equity ETF 15.2 35 31 1.2 +6.4
SMOG VanEck Low Carbon Energy ETF 12.7 61 5 1.6 +6.7
ERTH Invesco MSCI Sustainable Future ETF 12.6 62 4 3.5 +8.7
ICLN iShares Global Clean Energy ETF 12.5 41 25 6.0 +11.2
BATT Amplify Lithium & Battery Technology ETF 12.3 59 7 3.7 +8.9
RAYS Global X Solar ETF 12.2 51 15 5.9 +11.0
HAIL SPDR S&P Kensho Smart Mobility ETF 10.5 45 21 2.6 +7.8
VCLN Virtus Duff & Phelps Clean Energy ETF 9.9 59 7 5.8 +11.0
DRIV Global X Autonomous & Electric Vehicles ETF 9.4 68 -2 6.6 +11.8
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 9.3 79 -13 5.7 +10.8
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 9.0 72 -6 -0.9 +4.3
ETEC iShares Breakthrough Environmental Solutions ETF 8.9 47 19 3.7 +8.9
SIMS SPDR S&P Kensho Intelligent Structures ETF 8.2 45 21 6.4 +11.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 7.8 58 8 5.0 +10.2
MOTO SmartETFs Smart Transportation & Technology ETF 7.3 68 -2 7.6 +12.7
XSD SPDR S&P Semiconductor ETF 6.7 35 31 4.1 +9.2
IDRV iShares Self-driving EV & Tech ETF 6.5 47 19 2.5 +7.7
FDRV Fidelity Electric Vehicles and Future Transportation ETF 6.5 39 27 -1.2 +4.0
WBAT WisdomTree Battery Value Chain and Innovation Fund 6.4 45 21 4.4 +9.6
SPHB Invesco S&P 500 High Beta ETF 6.4 25 41 4.9 +10.0
VOLT Tema Electrification ETF 5.9 75 -9 3.1 +8.2
CCNR ALPS CoreCommodity Natural Resources ETF 5.5 39 27 12.1 +17.2
CLNR IQ Cleaner Transport ETF 5.3 45 21 6.9 +12.1
IBAT iShares Energy Storage & Materials ETF 5.3 47 19 5.6 +10.8
ARKQ ARK Autonomous Technology & Robotics ETF 5.3 75 -9 0.5 +5.7
RNRG Global X Renewable Energy Producers ETF 5.3 66 0 5.9 +11.0
GSFP Goldman Sachs Future Planet Equity ETF 5.2 75 -9 4.7 +9.8
CARZ First Trust NASDAQ Global Auto Index Fund 5.1 70 -4 6.0 +11.2
LIT Global X Lithium & Battery Tech ETF 5.1 75 -9 6.0 +11.2
QQQS Invesco NASDAQ Future Gen 200 ETF 5.1 20 46 -3.6 +1.5
REMX VanEck Rare Earth/Strategic Metals ETF 4.9 54 12 5.5 +10.7
SETM Sprott Energy Transition Materials ETF 4.8 65 1 4.4 +9.6
PSCT Invesco S&P SmallCap Information Technology ETF 4.7 29 37 5.5 +10.7
SFYF SoFi Social 50 ETF 4.6 29 37 0.2 +5.4
TRFM AAM Transformers ETF 4.6 49 17 1.7 +6.9
MADE iShares U.S. Manufacturing ETF 4.4 40 26 5.3 +10.4
IQM Franklin Intelligent Machines ETF 4.4 50 16 2.3 +7.4
DTEC ALPS Disruptive Technologies ETF 4.4 50 16 3.8 +9.0
LEAD Siren DIVCON Leaders Dividend ETF 4.3 43 23 4.3 +9.5
GRNY Fundstrat Granny Shots US Large Cap ETF 4.3 75 -9 3.3 +8.4
ZAP Global X U.S. Electrification ETF 4.2 50 16 4.5 +9.6
RSPT Invesco S&P 500 Equal Weight Technology ETF 4.2 40 26 5.6 +10.8
TMFX Motley Fool Next Index ETF 4.0 50 16 2.8 +7.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.9 15 51 5.4 +10.5
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 3.9 85 -19 10.5 +15.6
PSCI Invesco S&P SmallCap Industrials ETF 3.8 29 37 5.8 +10.9
SAMT Strategas Macro Thematic Opportunities ETF 3.8 65 1 3.1 +8.3
TEMP JPMorgan Climate Change Solutions ETF 3.8 49 17 5.9 +11.0
SYNB Putnam BioRevolution ETF 3.8 70 -4 2.9 +8.1
MGRO VanEck Morningstar Wide Moat Growth ETF 3.8 49 17 4.4 +9.6
MOAT VanEck Morningstar Wide Moat ETF 3.8 46 20 5.9 +11.0
QVAL Alpha Architect US Quantitative Value ETF 3.8 39 27 10.0 +15.2
USRD Themes US R&D Champions ETF 3.8 29 37 5.0 +10.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.7 20 46 5.0 +10.2
GMET VanEck Green Metals ETF 3.7 63 3 10.7 +15.8
ARKK ARK Innovation ETF 3.6 75 -9 -2.8 +2.3
TXS Texas Capital Texas Equity Index ETF 3.6 49 17 5.8 +11.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 3.6 45 21 5.5 +10.7
TINT ProShares Smart Materials ETF 3.6 58 8 7.7 +12.9
PGJ Invesco Golden Dragon China ETF 3.6 70 -4 14.2 +19.4
MOO VanEck Agribusiness ETF 3.6 53 13 10.5 +15.7
NBDS Neuberger Berman Disrupters ETF 3.5 55 11 0.8 +6.0
ARKX ARK Space Exploration & Innovation ETF 3.5 75 -9 -0.4 +4.8
LITP Sprott Lithium Miners ETF 3.4 65 1 5.0 +10.2
ILIT iShares Lithium Miners and Producers ETF 3.4 47 19 8.7 +13.9
ZSB USCF Sustainable Battery Metals Strategy Fund 3.4 61 5 9.3 +14.5
PEXL Pacer US Export Leaders ETF 3.4 60 6 5.0 +10.1
OPTZ Optimize Strategy Index ETF 3.4 50 16 5.1 +10.2
BUZZ VanEck Social Sentiment ETF 3.3 75 -9 -0.3 +4.9
KOMP SPDR S&P Kensho New Economies Composite ETF 3.3 20 46 3.5 +8.6
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.3 60 6 7.1 +12.3
ETHO Etho Climate Leadership U.S. ETF 3.2 47 19 5.6 +10.8
ROE Astoria US Quality Kings ETF 3.1 49 17 6.7 +11.9
SMOT VanEck Morningstar SMID Moat ETF 3.1 49 17 6.9 +12.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.1 75 -9 3.1 +8.3
PAVE Global X U.S. Infrastructure Development ETF 3.0 47 19 5.7 +10.9
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.0 40 26 7.8 +13.0
HAP VanEck Natural Resources ETF 3.0 50 16 10.1 +15.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.0 10 56 4.5 +9.6
VEGI iShares MSCI Agriculture Producers ETF 3.0 39 27 8.6 +13.7
VBK Vanguard Small-Cap Growth ETF 3.0 7 59 1.9 +7.1
FTAG First Trust Indxx Global Agriculture ETF 3.0 70 -4 8.4 +13.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.9 10 56 4.5 +9.7
OCEN IQ Clean Oceans ETF 2.9 45 21 6.6 +11.7
LIMI Themes Lithium & Battery Metal Miners ETF 2.9 35 31 8.3 +13.4
FXG First Trust Consumer Staples AlphaDEX Fund 2.8 63 3 7.9 +13.1
SOXX iShares Semiconductor ETF 2.8 35 31 5.4 +10.6
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.8 49 17 12.3 +17.5
FMAT Fidelity MSCI Materials Index ETF 2.8 8 58 6.5 +11.6
XLB Materials Select Sector SPDR Fund 2.7 8 58 6.2 +11.4
ITEQ BlueStar Israel Technology ETF 2.7 75 -9 2.0 +7.2
SPRX Spear Alpha ETF 2.7 75 -9 -0.0 +5.1
FXN First Trust Energy AlphaDEX Fund 2.7 62 4 14.7 +19.9
DMAT Global X Disruptive Materials ETF 2.6 59 7 10.7 +15.9
FDG American Century Focused Dynamic Growth ETF 2.6 45 21 2.1 +7.3
CGGR Capital Group Growth ETF 2.6 39 27 3.4 +8.5
VAW Vanguard Materials ETF 2.6 10 56 6.5 +11.6
HWAY Themes US Infrastructure ETF 2.6 29 37 6.7 +11.8
ECLN First Trust EIP Carbon Impact ETF 2.6 96 -30 4.1 +9.3
GURU Global X Guru Index ETF 2.5 75 -9 4.1 +9.2
RPG Invesco S&P 500 Pure Growth ETF 2.5 35 31 3.3 +8.5
JGRO JPMorgan Active Growth ETF 2.5 44 22 3.6 +8.8
XT iShares Exponential Technologies ETF 2.5 46 20 5.6 +10.7
AIEQ AI Powered Equity ETF 2.5 75 -9 5.3 +10.4
WDNA WisdomTree BioRevolution Fund 2.5 45 21 -1.7 +3.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.5 30 36 6.8 +12.0
NIXT Research Affiliates Deletions ETF 2.4 9 57 5.8 +10.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.4 60 6 2.1 +7.3
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.4 60 6 3.7 +8.8
FTXL First Trust Nasdaq Semiconductor ETF 2.4 60 6 6.0 +11.1
IWO iShares Russell 2000 Growth ETF 2.4 24 42 1.4 +6.6
HLAL Wahed FTSE USA Shariah ETF 2.4 50 16 5.0 +10.2
NANR SPDR S&P North American Natural Resources ETF 2.4 35 31 8.7 +13.9
VTWG Vanguard Russell 2000 Growth ETF 2.4 15 51 1.5 +6.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.4 45 21 4.7 +9.8
CBSE Clough Select Equity ETF 2.4 85 -19 1.4 +6.6
NUMG Nuveen ESG Mid-Cap Growth ETF 2.4 31 35 2.5 +7.7
EMLP First Trust North American Energy Infrastructure Fund 2.4 95 -29 5.3 +10.5
OCFS Otter Creek Focus Strategy ETF 2.4 85 -19 3.7 +8.9
MXI iShares Global Materials ETF 2.4 41 25 8.0 +13.2
SCHG Schwab U.S. Large-Cap Growth ETF 2.4 4 62 4.1 +9.3
IJT iShares S&P Small-Cap 600 Growth ETF 2.4 18 48 5.7 +10.9
ILCG iShares Morningstar Growth ETF 2.4 4 62 3.9 +9.0
BKSE BNY Mellon US Small Cap Core Equity ETF 2.4 4 62 6.3 +11.5
STXK Strive Small-Cap ETF 2.3 18 48 6.4 +11.6
VOT Vanguard Mid-Cap Growth ETF 2.3 7 59 3.6 +8.8
MTUM iShares MSCI USA Momentum Factor ETF 2.3 15 51 3.6 +8.8
STXG Strive 1000 Growth ETF 2.3 18 48 4.0 +9.2
GQQQ Astoria US Quality Growth Kings ETF 2.3 35 31 4.9 +10.0
VUG Vanguard Growth ETF 2.3 4 62 4.1 +9.3
POWA Invesco Bloomberg Pricing Power ETF 2.3 40 26 5.6 +10.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.3 15 51 5.8 +10.9
QVML Invesco S&P 500 QVM Multi-factor ETF 2.3 11 55 5.3 +10.4
ONEQ Fidelity Nasdaq Composite Index ETF 2.3 21 45 4.0 +9.2
DSI iShares MSCI KLD 400 Social ETF 2.3 25 41 5.1 +10.2
SLYG SPDR S&P 600 Small Cap Growth ETF 2.3 15 51 5.7 +10.9
IVW iShares S&P 500 Growth ETF 2.3 18 48 4.2 +9.3
XVV iShares ESG Screened S&P 500 ETF 2.3 8 58 5.1 +10.2
SPYG SPDR Portfolio S&P 500 Growth ETF 2.3 4 62 4.3 +9.5
VOOG Vanguard S&P 500 Growth ETF 2.3 10 56 4.2 +9.4
IUSG iShares Core S&P U.S. Growth ETF 2.3 4 62 4.4 +9.5
CATH Global X S&P 500 Catholic Values Custom ETF 2.2 29 37 4.9 +10.1
XJR iShares ESG Screened S&P Small-Cap ETF 2.2 12 54 7.6 +12.8
VCR Vanguard Consumer Discretionary ETF 2.2 10 56 4.6 +9.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.2 8 58 5.2 +10.4
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 57 4.9 +10.1
SNPG Xtrackers S&P 500 Growth ESG ETF 2.2 15 51 4.6 +9.8
VEGN US Vegan Climate ETF 2.2 60 6 4.6 +9.8
HYDR Global X Hydrogen ETF 2.2 50 16 -7.7 -2.5
SUSL iShares ESG MSCI USA Leaders ETF 2.2 10 56 5.1 +10.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 2.2 8 58 4.6 +9.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.2 75 -9 4.2 +9.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.2 9 57 5.0 +10.1
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 2.2 60 6 9.4 +14.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.2 7 59 5.2 +10.4
SNPE Xtrackers S&P 500 ESG ETF 2.2 10 56 5.3 +10.5
SPXT ProShares S&P 500 Ex-Technology ETF 2.2 9 57 5.7 +10.8
INRO iShares U.S. Industry Rotation Active ETF 2.2 42 24 4.9 +10.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 2.1 12 54 4.6 +9.8
IYC iShares U.S. Consumer Discretionary ETF 2.1 40 26 3.8 +8.9
GNR SPDR S&P Global Natural Resources ETF 2.1 40 26 11.7 +16.9
SPXN ProShares S&P 500 Ex-Financials ETF 2.1 9 57 5.2 +10.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.1 10 56 5.1 +10.3
FDMO Fidelity Momentum Factor ETF 2.1 15 51 3.9 +9.1
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.1 55 11 4.7 +9.9
DSPY Tema S&P 500 Historical Weight ETF 2.1 18 48 5.3 +10.5
IWF iShares Russell 1000 Growth ETF 2.1 19 47 4.5 +9.7
VONG Vanguard Russell 1000 Growth ETF 2.1 8 58 4.6 +9.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.1 20 46 4.9 +10.1
IYK iShares U.S. Consumer Staples ETF 2.1 40 26 6.1 +11.2
IMCG iShares Morningstar Mid-Cap Growth ETF 2.1 6 60 4.1 +9.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.1 12 54 4.7 +9.9
HAPS Harbor Human Capital Factor US Small Cap ETF 2.1 60 6 4.3 +9.4
WNDY Global X Wind Energy ETF 2.1 50 16 4.9 +10.1
VOO Vanguard S&P 500 ETF 2.1 3 63 5.2 +10.4
IVV iShares Core S&P 500 ETF 2.1 3 63 5.2 +10.4
SUSA iShares MSCI USA ESG Select ETF 2.1 25 41 4.9 +10.1
SPY SPDR S&P 500 ETF Trust 2.1 9 57 5.1 +10.3
SPLG SPDR Portfolio S&P 500 ETF 2.1 2 64 5.2 +10.4
PBUS Invesco MSCI USA ETF 2.1 4 62 5.1 +10.3
AIS VistaShares Artificial Intelligence Supercycle ETF 2.0 75 -9 3.9 +9.1
DFUS Dimensional U.S. Equity ETF 2.0 9 57 5.1 +10.2
ANEW ProShares MSCI Transformational Changes ETF 2.0 45 21 6.2 +11.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.0 70 -4 2.9 +8.0
STRV Strive 500 ETF 2.0 5 61 5.0 +10.2
GINN Goldman Sachs Innovate Equity ETF 2.0 52 14 4.1 +9.3
QGRW WisdomTree U.S. Quality Growth Fund 2.0 28 38 4.3 +9.5
JOET Virtus Terranova US Quality Momentum ETF 2.0 29 37 4.8 +10.0
IJR iShares Core S&P Small Cap ETF 2.0 6 60 8.0 +13.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 57 4.7 +9.9
SPXV ProShares S&P 500 Ex-Health Care ETF 2.0 9 57 4.9 +10.0
TOV JLens 500 Jewish Advocacy U.S. ETF 2.0 18 48 4.9 +10.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.0 15 51 8.1 +13.3
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.0 3 63 5.4 +10.5
ILCB iShares Morningstar U.S. Equity ETF 2.0 3 63 5.1 +10.3
VV Vanguard Large-Cap ETF 2.0 4 62 5.1 +10.2
SCHX Schwab U.S. Large-Cap ETF 2.0 3 63 5.2 +10.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.0 32 34 5.1 +10.2
KLMN Invesco MSCI North America Climate ETF 2.0 9 57 5.2 +10.4
NUMV Nuveen ESG Mid-Cap Value ETF 2.0 31 35 7.1 +12.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 63 5.1 +10.3
IYY iShares Dow Jones U.S. ETF 1.9 20 46 5.0 +10.2
IWB iShares Russell 1000 ETF 1.9 15 51 5.1 +10.2
VONE Vanguard Russell 1000 ETF 1.9 8 58 5.2 +10.3
VTHR Vanguard Russell 3000 ETF 1.9 10 56 5.1 +10.3
IWV iShares Russell 3000 ETF 1.9 20 46 5.0 +10.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.9 25 41 5.3 +10.5
HKND Humankind US Stock ETF 1.9 11 55 7.4 +12.5
NACP Impact Shares NAACP Minority Empowerment ETF 1.9 49 17 5.0 +10.1
EVX VanEck Environmental Services ETF 1.9 55 11 2.3 +7.5
VIOO Vanguard S&P Small-Cap 600 ETF 1.9 10 56 8.0 +13.2
SCHB Schwab U.S. Broad Market ETF 1.9 3 63 5.2 +10.4
VTI Vanguard Total Stock Market ETF 1.9 3 63 5.1 +10.3
SCHK Schwab 1000 Index ETF 1.9 5 61 5.3 +10.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.9 12 54 5.3 +10.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.9 3 63 8.1 +13.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 52 5.1 +10.3
GLRY Inspire Faithward Mid Cap Momentum ETF 1.9 80 -14 6.3 +11.5
IVES Wedbush ETFMG Global Cloud Technology ETF 1.9 68 -2 8.3 +13.5
VNSE Natixis Vaughan Nelson Select ETF 1.9 80 -14 5.1 +10.2
USSE Segall Bryant & Hamill Select Equity ETF 1.9 65 1 4.2 +9.3
PSI Invesco Semiconductors ETF 1.9 57 9 5.1 +10.2
SOXQ Invesco PHLX Semiconductor ETF 1.9 19 47 5.1 +10.3
AIVC Amplify Bloomberg AI Value Chain ETF 1.9 59 7 6.5 +11.6
SMAP Amplify Small-Mid Cap Equity ETF 1.9 60 6 5.5 +10.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.9 39 27 6.7 +11.8
USMC Principal U.S. Mega-Cap ETF 1.9 12 54 4.7 +9.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.9 45 21 3.0 +8.2
FELG Fidelity Enhanced Large Cap Growth ETF 1.9 18 48 4.9 +10.1
FFOG Franklin Focused Growth ETF 1.9 61 5 2.5 +7.6
EV Mast Global Battery Recycling & Production ETF 1.9 65 1 10.7 +15.9
AIQ Global X Artificial Intelligence & Technology ETF 1.9 68 -2 4.2 +9.3
ARKW ARK Next Generation Internet ETF 1.9 87 -21 -0.6 +4.5
FTXR First Trust Nasdaq Transportation ETF 1.9 60 6 9.5 +14.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.9 60 6 4.2 +9.4
RND First Trust Bloomberg R&D Leaders ETF 1.9 60 6 3.8 +9.0
QQMG Invesco ESG NASDAQ 100 ETF 1.9 20 46 4.3 +9.4
QQQ Invesco QQQ Trust Series I 1.9 20 46 4.2 +9.4
QQQM Invesco NASDAQ 100 ETF 1.9 15 51 4.3 +9.5
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.9 40 26 5.5 +10.7
SPMO Invesco S&P 500 Momentum ETF 1.9 13 53 3.8 +9.0
XLG Invesco S&P 500 Top 50 ETF 1.9 20 46 4.7 +9.9
BGRO iShares Large Cap Growth Active ETF 1.9 55 11 3.2 +8.4
EGUS iShares ESG Aware MSCI USA Growth ETF 1.9 18 48 4.2 +9.4
IWL iShares Russell Top 200 ETF 1.9 15 51 4.9 +10.0
IWY iShares Russell Top 200 Growth ETF 1.9 20 46 4.7 +9.8
OEF iShares S&P 100 ETF 1.9 20 46 4.8 +10.0
QTOP iShares Nasdaq Top 30 Stocks ETF 1.9 20 46 4.4 +9.6
RXI iShares Global Consumer Discretionary ETF 1.9 41 25 8.9 +14.1
TOPT iShares Top 20 U.S. Stocks ETF 1.9 20 46 4.2 +9.3
XLY Consumer Discretionary Select Sector SPDR Fund 1.9 8 58 4.8 +10.0
XNTK SPDR NYSE Technology ETF 1.9 35 31 3.9 +9.1
ACSI American Customer Satisfaction ETF 1.9 65 1 4.9 +10.1
TMFC Motley Fool 100 Index ETF 1.9 50 16 3.7 +8.8
AOTG AOT Growth and Innovation ETF 1.9 75 -9 2.0 +7.2
YALL God Bless America ETF 1.9 65 1 3.7 +8.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.9 15 51 6.2 +11.3
BRIF FIS Bright Portfolios Focused Equity ETF 1.9 65 1 4.6 +9.8
MGC Vanguard Mega Cap ETF 1.9 7 59 4.9 +10.1
MGK Vanguard Mega Cap Growth ETF 1.9 7 59 4.2 +9.4
SDG iShares MSCI Global Sustainable Development Goals ETF 1.9 49 17 6.3 +11.5
LIVR Intelligent Livermore ETF 1.9 69 -3 6.5 +11.7
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.9 35 31 10.7 +15.9
RVRB Reverb ETF 1.9 30 36 4.8 +10.0
JSML Janus Henderson Small Cap Growth Alpha ETF 1.9 30 36 8.1 +13.3
ROKT SPDR S&P Kensho Final Frontiers ETF 1.9 45 21 2.1 +7.3
IPO Renaissance IPO ETF 1.9 60 6 4.3 +9.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.9 60 6 7.8 +12.9
IWM iShares Russell 2000 ETF 1.9 19 47 4.7 +9.9
RSSL Global X Russell 2000 ETF 1.9 8 58 4.7 +9.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.9 60 6 7.3 +12.5
ABEQ Absolute Select Value ETF 1.9 85 -19 4.8 +9.9
EQRR ProShares Equities for Rising Rates ETF 1.9 35 31 8.3 +13.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.9 46 20 10.6 +15.8
HELX Franklin Genomic Advancements ETF 1.9 50 16 -0.2 +5.0
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.9 75 -9 5.8 +11.0
KROP Global X AgTech & Food Innovation ETF 1.9 50 16 6.3 +11.5
FTXG First Trust Nasdaq Food & Beverage ETF 1.9 60 6 6.7 +11.9
MOTG VanEck Morningstar Global Wide Moat ETF 1.9 52 14 6.9 +12.0
MVAL VanEck Morningstar Wide Moat Value ETF 1.9 49 17 6.6 +11.8
IVRA Invesco Real Assets ESG ETF 1.9 59 7 5.9 +11.1
PBJ Invesco Food & Beverage ETF 1.9 57 9 4.8 +10.0
IVEG iShares Emergent Food and AgTech Multisector ETF 1.9 47 19 9.0 +14.1
FTWO Strive FAANG 2.0 ETF 1.9 49 17 4.8 +10.0
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 57 5.0 +10.2
VTWO Vanguard Russell 2000 ETF 1.8 10 56 4.7 +9.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.8 15 51 4.8 +10.0
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 51 5.0 +10.2
BLLD JPMorgan Sustainable Infrastructure ETF 1.8 49 17 6.2 +11.3
SNSR Global X Internet of Things ETF 1.8 68 -2 4.6 +9.7
FIW First Trust Water ETF 1.8 53 13 4.8 +9.9
PHO Invesco Water Resources ETF 1.8 60 6 4.6 +9.7
NVIR Horizon Kinetics Energy and Remediation ETF 1.8 85 -19 6.7 +11.8
IWP iShares Russell Mid-Cap Growth ETF 1.8 23 43 3.4 +8.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.8 15 51 5.1 +10.3
DFAU Dimensional US Core Equity Market ETF 1.8 12 54 5.3 +10.5
FAN First Trust Global Wind Energy ETF 1.8 60 6 4.9 +10.0
ESIX SPDR S&P SmallCap 600 ESG ETF 1.8 12 54 8.6 +13.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.8 17 49 6.1 +11.2
ADME Aptus Drawdown Managed Equity ETF 1.8 79 -13 4.2 +9.4
PWB Invesco Large Cap Growth ETF 1.8 56 10 2.9 +8.0
KOCG FIS Knights of Columbus Global Belief ETF 1.8 75 -9 5.1 +10.2
EIPX FT Energy Income Partners Strategy ETF 1.8 95 -29 7.8 +12.9
ISCG iShares Morningstar Small-Cap Growth ETF 1.8 6 60 2.9 +8.1
OND ProShares On-Demand ETF 1.7 58 8 0.8 +5.9
XTN SPDR S&P Transportation ETF 1.7 35 31 5.8 +10.9
LGRO Level Four Large Cap Growth Active ETF 1.7 55 11 3.9 +9.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.7 7 59 5.1 +10.2
FBCG Fidelity Blue Chip Growth ETF 1.7 59 7 3.1 +8.3
BKLC BNY Mellon US Large Cap Core Equity ETF 1.7 0 66 5.1 +10.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.7 40 26 6.2 +11.3
ISMD Inspire Small/Mid Cap ETF 1.7 54 12 6.1 +11.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.7 2 64 5.2 +10.3
VERS ProShares Metaverse ETF 1.7 58 8 -0.3 +4.8
IYM iShares U.S. Basic Materials ETF 1.7 40 26 6.9 +12.0
VOTE TCW Transform 500 ETF 1.7 5 61 5.1 +10.2
BIBL Inspire 100 ETF 1.7 35 31 5.3 +10.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.7 11 55 5.1 +10.3
MGMT Ballast Small/Mid Cap ETF 1.7 110 -44 9.4 +14.6
EQAL Invesco Russell 1000 Equal Weight ETF 1.7 20 46 7.1 +12.2
ISCB iShares Morningstar Small-Cap ETF 1.7 4 62 6.3 +11.5
NUSC Nuveen ESG Small-Cap ETF 1.7 31 35 5.6 +10.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.6 35 31 7.1 +12.3
APUE ActivePassive U.S. Equity ETF 1.6 45 21 4.9 +10.1
IJS iShares S&P Small-Cap 600 Value ETF 1.6 18 48 10.5 +15.6
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.6 70 -4 4.8 +9.9
FNX First Trust Mid Cap Core AlphaDEX Fund 1.6 60 6 7.8 +13.0
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.6 40 26 4.9 +10.1
FVAL Fidelity Value Factor ETF 1.6 15 51 7.2 +12.3
VO Vanguard Mid-Cap ETF 1.6 4 62 5.9 +11.1
DFAS Dimensional U.S. Small Cap ETF 1.6 26 40 6.8 +11.9
ISCV iShares Morningstar Small Cap Value ETF 1.6 6 60 9.7 +14.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 41 6.0 +11.2
IWR iShares Russell Midcap ETF 1.6 19 47 5.9 +11.1
JPEF JPMorgan Equity Focus ETF 1.6 50 16 4.5 +9.6
ROSC Hartford Multifactor Small Cap ETF 1.6 34 32 10.1 +15.2
LRGE ClearBridge Large Cap Growth ESG ETF 1.6 59 7 3.9 +9.1
TOK iShares MSCI Kokusai ETF 1.6 26 40 5.3 +10.5
SQLV Royce Quant Small-Cap Quality Value ETF 1.6 60 6 10.0 +15.2
ISRA VanEck Israel ETF 1.6 59 7 7.4 +12.6
SLYV SPDR S&P 600 Small Cap Value ETF 1.5 15 51 10.5 +15.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.5 15 51 10.5 +15.6
OALC OneAscent Large Cap Core ETF 1.5 86 -20 4.3 +9.5
VB Vanguard Small-Cap ETF 1.5 5 61 6.3 +11.5
IFRA iShares U.S. Infrastructure ETF 1.5 30 36 6.5 +11.7
FSST Fidelity Sustainable U.S. Equity ETF 1.5 59 7 4.6 +9.8
IWS iShares Russell Mid-Cap Value ETF 1.5 23 43 6.9 +12.1
RSP Invesco S&P 500 Equal Weight ETF 1.5 20 46 6.5 +11.7
URTH iShares MSCI World ETF 1.5 24 42 5.4 +10.6
SMH VanEck Semiconductor ETF 1.5 35 31 4.5 +9.7
PSCM Invesco S&P SmallCap Materials ETF 1.5 29 37 14.3 +19.4
XME SPDR S&P Metals & Mining ETF 1.5 35 31 9.8 +14.9
FXZ First Trust Materials AlphaDEX Fund 1.4 61 5 11.5 +16.6
MOTE VanEck Morningstar ESG Moat ETF 1.4 49 17 5.8 +11.0
CGRO CoreValues Alpha Greater China Growth ETF 1.4 75 -9 4.1 +9.2
MODL VictoryShares WestEnd U.S. Sector ETF 1.4 42 24 4.7 +9.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.4 60 6 10.1 +15.3
VIS Vanguard Industrials ETF 1.4 10 56 4.7 +9.8
GSPY Gotham Enhanced 500 ETF 1.4 50 16 5.5 +10.6
IMCB iShares Morningstar Mid-Cap ETF 1.4 4 62 6.1 +11.3
GVLU Gotham 1000 Value ETF 1.4 50 16 9.1 +14.3
DFSU Dimensional US Sustainability Core 1 ETF 1.4 18 48 5.6 +10.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 10 6.4 +11.6
IJJ iShares S&P Mid-Cap 400 Value ETF 1.4 18 48 9.2 +14.3
PSC Principal U.S. Small-Cap ETF 1.4 38 28 7.0 +12.2
MDYV SPDR S&P 400 Mid Cap Value ETF 1.3 15 51 9.2 +14.4
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 56 6.0 +11.2
IYE iShares U.S. Energy ETF 1.3 40 26 9.3 +14.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.3 9 57 5.4 +10.5
FXL First Trust Technology AlphaDEX Fund 1.3 61 5 5.7 +10.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.3 15 51 9.2 +14.4
SFY SoFi Select 500 ETF 1.3 0 66 4.6 +9.8
ACWI iShares MSCI ACWI ETF 1.3 32 34 5.8 +11.0
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.3 60 6 4.1 +9.3
HDUS Hartford Disciplined US Equity ETF 1.3 19 47 5.9 +11.1
JHMM John Hancock Multifactor Mid Cap ETF 1.3 42 24 6.5 +11.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.3 61 5 1.4 +6.6
SFYX SoFi Next 500 ETF 1.3 0 66 5.9 +11.0
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 41 8.2 +13.3
EIPI FT Energy Income Partners Enhanced Income ETF 1.3 110 -44 6.3 +11.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 46 5.9 +11.1
IWN iShares Russell 2000 Value ETF 1.3 24 42 8.1 +13.3
FIDU Fidelity MSCI Industrial Index ETF 1.3 8 58 4.6 +9.7
VTWV Vanguard Russell 2000 Value ETF 1.3 15 51 8.1 +13.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.3 39 27 10.0 +15.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.3 15 51 6.1 +11.3
TMAT Main Thematic Innovation ETF 1.3 164 -98 -1.5 +3.6
ACVF American Conservative Values ETF 1.3 75 -9 4.5 +9.6
SIZE iShares MSCI USA Size Factor ETF 1.2 15 51 5.9 +11.1
XMHQ Invesco S&P MidCap Quality ETF 1.2 25 41 6.8 +12.0
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 1.2 40 26 3.9 +9.1
AVSC Avantis U.S Small Cap Equity ETF 1.2 25 41 6.3 +11.5
EUSA iShares MSCI USA Equal Weighted ETF 1.2 9 57 6.2 +11.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 57 6.1 +11.2
FELC Fidelity Enhanced Large Cap Core ETF 1.2 18 48 5.4 +10.6
EQWL Invesco S&P 100 Equal Weight ETF 1.2 25 41 6.2 +11.3
VT Vanguard Total World Stock ETF 1.2 7 59 6.2 +11.3
HLGE Hartford Longevity Economy ETF 1.2 44 22 6.4 +11.6
CVAR Cultivar ETF 1.2 87 -21 7.2 +12.4
FYC First Trust Small Cap Growth AlphaDEX Fund 1.2 71 -5 0.5 +5.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.2 35 31 6.0 +11.2
ION ProShares S&P Global Core Battery Metals ETF 1.2 58 8 12.6 +17.8
SCHA Schwab U.S. Small-Cap ETF 1.2 4 62 6.5 +11.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.2 58 8 4.0 +9.2
FFND Future Fund Active ETF 1.2 100 -34 4.6 +9.7
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.2 12 54 5.6 +10.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.2 65 1 6.4 +11.6
SSPY Syntax Stratified LargeCap ETF 1.2 30 36 6.7 +11.9
NULG Nuveen ESG Large-Cap Growth ETF 1.2 26 40 3.4 +8.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.2 95 -29 0.6 +5.8
CALF Pacer US Small Cap Cash Cows 100 ETF 1.2 59 7 11.5 +16.7
GOP Unusual Whales Subversive Republican Trading ETF 1.2 50 16 6.1 +11.2
XLI Industrial Select Sector SPDR Fund 1.2 8 58 4.4 +9.6
FNK First Trust Mid Cap Value AlphaDEX Fund 1.2 70 -4 11.7 +16.8
FDWM Fidelity Women's Leadership ETF 1.1 59 7 5.2 +10.3
FPX First Trust US Equity Opportunities ETF 1.1 61 5 1.1 +6.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.1 35 31 4.3 +9.5
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.1 65 1 5.1 +10.2
ILF iShares Latin America 40 ETF 1.1 48 18 13.0 +18.2
TPSC Timothy Plan US Small Cap Core ETF 1.1 52 14 7.1 +12.3
VXF Vanguard Extended Market ETF 1.1 6 60 5.0 +10.2
CHGX AXS Change Finance ESG ETF 1.1 49 17 4.9 +10.1
AVSU Avantis Responsible U.S. Equity ETF 1.1 15 51 6.3 +11.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.1 30 36 4.7 +9.9
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 41 5.7 +10.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.1 39 27 6.1 +11.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.1 38 28 10.5 +15.6
JHML John Hancock Multifactor Large Cap ETF 1.1 29 37 5.5 +10.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.1 35 31 8.1 +13.2
JHSC John Hancock Multifactor Small Cap ETF 1.1 42 24 7.0 +12.1
DCOR Dimensional US Core Equity 1 ETF 1.1 14 52 5.6 +10.8
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 51 5.6 +10.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.1 4 62 6.3 +11.5
DARP Grizzle Growth ETF 1.1 75 -9 3.8 +8.9
DFSV Dimensional US Small Cap Value ETF 1.1 31 35 10.8 +16.0
PSCE Invesco S&P SmallCap Energy ETF 1.1 29 37 12.2 +17.3
LRND IQ U.S. Large Cap R&D Leaders ETF 1.1 14 52 5.9 +11.0
LRGF iShares U.S. Equity Factor ETF 1.1 8 58 5.7 +10.9
AVUS Avantis U.S. Equity ETF 1.1 15 51 6.1 +11.2
FESM Fidelity Enhanced Small Cap ETF 1.1 28 38 8.1 +13.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.0 55 11 4.3 +9.4
VOE Vanguard Mid-Cap Value ETF 1.0 7 59 7.8 +12.9
SIXS ETC 6 Meridian Small Cap Equity ETF 1.0 89 -23 10.4 +15.6
QGRO American Century U.S. Quality Growth ETF 1.0 29 37 3.5 +8.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.0 9 57 6.2 +11.3
BFOR ALPS Barron's 400 ETF 1.0 65 1 6.1 +11.2
RWL Invesco S&P 500 Revenue ETF 1.0 39 27 6.9 +12.1
FFTY Innovator IBD 50 ETF 1.0 80 -14 -0.4 +4.8
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -10 5.1 +10.3
TIME Clockwise Core Equity & Innovation ETF 1.0 95 -29 2.8 +7.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.0 35 31 11.4 +16.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 59 6.3 +11.5
IUS Invesco RAFI Strategic US ETF 1.0 19 47 6.9 +12.1
DFAC Dimensional U.S. Core Equity 2 ETF 1.0 17 49 5.8 +11.0
VLU SPDR S&P 1500 Value Tilt ETF 1.0 12 54 7.8 +12.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.0 64 2 2.3 +7.5
XSMO Invesco S&P SmallCap Momentum ETF 1.0 39 27 5.8 +11.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.0 24 42 8.2 +13.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.9 9 57 5.4 +10.6
IWC iShares Micro-Cap ETF 0.9 60 6 -0.7 +4.5
PSET Principal Quality ETF 0.9 15 51 5.4 +10.6
KGRN KraneShares MSCI China Clean Technology Index ETF 0.9 79 -13 3.6 +8.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.9 65 1 8.2 +13.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 51 7.5 +12.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 37 8.9 +14.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.9 61 5 -2.2 +3.0
DFUV Dimensional US Marketwide Value ETF 0.9 22 44 8.0 +13.1
DFAT Dimensional U.S. Targeted Value ETF 0.9 28 38 10.0 +15.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 51 8.2 +13.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.9 49 17 4.3 +9.4
BLES Inspire Global Hope ETF 0.9 61 5 6.9 +12.1
MDY SPDR S&P Midcap 400 ETF Trust 0.9 24 42 7.4 +12.6
IJH iShares Core S&P Mid-Cap ETF 0.8 5 61 7.6 +12.8
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 41 7.8 +13.0
ROBO ROBO Global Robotics & Automation Index ETF 0.8 95 -29 3.8 +9.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 46 6.1 +11.2
THRO iShares U.S. Thematic Rotation Active ETF 0.8 90 -24 4.1 +9.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 10 56 7.6 +12.7
VFMO Vanguard U.S. Momentum Factor ETF 0.8 13 53 3.2 +8.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 63 7.6 +12.8
DGT SPDR Global Dow ETF 0.8 50 16 7.5 +12.6
AFSM First Trust Active Factor Small Cap ETF 0.8 75 -9 7.7 +12.8
LRGC AB US Large Cap Strategic Equities ETF 0.8 48 18 4.8 +9.9
FTEC Fidelity MSCI Information Technology Index ETF 0.8 8 58 4.3 +9.4
EWZS iShares MSCI Brazil Small-Cap ETF 0.8 59 7 11.5 +16.7
VGT Vanguard Information Technology ETF 0.8 10 56 4.3 +9.4
FYX First Trust Small Cap Core AlphaDEX Fund 0.8 61 5 6.6 +11.8
EZM WisdomTree U.S. MidCap Fund 0.8 38 28 9.4 +14.6
FBOT Fidelity Disruptive Automation ETF 0.8 50 16 3.8 +8.9
EPS WisdomTree U.S. LargeCap Fund 0.8 8 58 6.0 +11.1
NULV Nuveen ESG Large-Cap Value ETF 0.8 26 40 6.4 +11.5
RFV Invesco S&P Midcap 400 Pure Value ETF 0.8 35 31 14.0 +19.1
PTL Inspire 500 ETF 0.8 9 57 5.5 +10.7
FDM First Trust Dow Jones Select MicroCap Index Fund 0.7 60 6 8.2 +13.3
FSMD Fidelity Small-Mid Multifactor ETF 0.7 15 51 7.3 +12.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.7 52 14 5.5 +10.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.7 58 8 5.4 +10.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.7 60 6 8.2 +13.4
MAGA Point Bridge America First ETF 0.7 72 -6 6.0 +11.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.7 19 47 6.5 +11.7
IYJ iShares U.S. Industrials ETF 0.7 40 26 4.5 +9.7
SCHM Schwab U.S. Mid-Cap ETF 0.7 4 62 6.9 +12.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.7 15 51 7.5 +12.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.7 35 31 9.8 +14.9
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 54 7.3 +12.5
PRF Invesco FTSE RAFI US 1000 ETF 0.7 39 27 7.1 +12.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 48 7.8 +12.9
TTAC FCF US Quality ETF 0.6 59 7 6.2 +11.4
JSTC Adasina Social Justice All Cap Global ETF 0.6 89 -23 4.5 +9.6
IMCV iShares Morningstar Mid-Cap Value ETF 0.6 6 60 8.4 +13.5
AIRR First Trust RBA American Industrial Renaissance ETF 0.6 70 -4 5.8 +11.0
EXI iShares Global Industrials ETF 0.6 42 24 4.6 +9.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.6 35 31 4.2 +9.4
WOMN Impact Shares YWCA Women's Empowerment ETF 0.6 75 -9 5.3 +10.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.6 43 23 6.3 +11.4
STXM Strive Mid-Cap ETF 0.6 18 48 6.5 +11.6
FNDB Schwab Fundamental US Broad Market Index ETF 0.6 25 41 7.4 +12.6
ONEO SPDR Russell 1000 Momentum Focus ETF 0.6 20 46 7.1 +12.2
XLK Technology Select Sector SPDR Fund 0.6 8 58 4.8 +9.9
IYT iShares US Transportation ETF 0.6 40 26 5.2 +10.4
JHDV John Hancock U.S. High Dividend ETF 0.6 34 32 6.9 +12.1
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 41 10.5 +15.7
DFLV Dimensional US Large Cap Value ETF 0.6 22 44 8.2 +13.3
KRMA Global X Conscious Companies ETF 0.6 43 23 5.9 +11.1
EBI Longview Advantage ETF 0.6 35 31 6.9 +12.0
FNDX Schwab Fundamental US Large Co. Index ETF 0.6 25 41 7.4 +12.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.6 12 54 7.5 +12.7
CFA VictoryShares US 500 Volatility Wtd ETF 0.6 35 31 5.9 +11.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.6 40 26 5.9 +11.0
IGM iShares Expanded Tech Sector ETF 0.6 41 25 4.2 +9.3
STXD Strive 1000 Dividend Growth ETF 0.6 35 31 5.0 +10.2
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 44 5.7 +10.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.5 50 16 5.9 +11.1
RDVY First Trust Rising Dividend Achievers ETF 0.5 50 16 7.6 +12.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 46 6.6 +11.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -7 11.6 +16.8
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 28 9.6 +14.8
EES WisdomTree U.S. SmallCap Fund 0.5 38 28 9.3 +14.5
WRND IQ Global Equity R&D Leaders ETF 0.5 18 48 8.9 +14.0
IWD iShares Russell 1000 Value ETF 0.5 19 47 6.6 +11.8
VONV Vanguard Russell 1000 Value ETF 0.5 8 58 6.7 +11.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.5 65 1 3.4 +8.6
GLOF iShares Global Equity Factor ETF 0.5 20 46 6.9 +12.0
QUS SPDR MSCI USA StrategicFactors ETF 0.5 15 51 5.8 +10.9
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 0.5 29 37 11.0 +16.1
SDY SPDR S&P Dividend ETF 0.5 35 31 6.5 +11.7
SMMD iShares Russell 2500 ETF 0.5 15 51 6.6 +11.7
WCEO Hypatia Women CEO ETF 0.5 85 -19 4.8 +9.9
NETZ TCW Transform Systems ETF 0.5 75 -9 3.0 +8.1
SMLF iShares U.S. SmallCap Equity Factor ETF 0.5 15 51 6.5 +11.7
USMV iShares MSCI USA Min Vol Factor ETF 0.5 15 51 5.5 +10.7
USXF iShares ESG Advanced MSCI USA ETF 0.5 10 56 4.8 +10.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.5 65 1 3.2 +8.4
FUNL CornerCap Fundametrics Large-Cap ETF 0.5 50 16 7.5 +12.6
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.5 15 51 8.5 +13.6
DFNV Donoghue Forlines Innovation ETF 0.5 69 -3 4.4 +9.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 0.5 48 18 8.3 +13.4
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 27 9.8 +14.9
ECNS iShares MSCI China Small-Cap ETF 0.5 59 7 10.9 +16.1
FAB First Trust Multi Cap Value AlphaDEX Fund 0.5 67 -1 10.5 +15.6
IETC iShares U.S. Tech Independence Focused ETF 0.5 18 48 3.9 +9.1
DEUS Xtrackers Russell US Multifactor ETF 0.5 17 49 7.0 +12.2
NULC Nuveen ESG Large-Cap ETF 0.5 21 45 4.9 +10.0
GVUS Marketbeta Russell 1000 Value Equity ETF 0.4 12 54 6.7 +11.9
NATO Themes Transatlantic Defense ETF 0.4 35 31 2.8 +7.9
JVAL JPMorgan U.S. Value Factor ETF 0.4 12 54 8.6 +13.8
CGUS Capital Group Core Equity ETF 0.4 33 33 4.6 +9.7
USMF WisdomTree U.S. Multifactor Fund 0.4 28 38 6.7 +11.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 42 8.0 +13.2
FLDZ RiverNorth Patriot ETF 0.4 75 -9 5.8 +11.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.4 50 16 4.1 +9.3
SNPV Xtrackers S&P 500 Value ESG ETF 0.4 15 51 7.0 +12.1
RCGE RockCreek Global Equality ETF 0.4 95 -29 6.4 +11.6
FELV Fidelity Enhanced Large Cap Value ETF 0.4 18 48 6.9 +12.1
VBR Vanguard Small Cap Value ETF 0.4 7 59 9.4 +14.6
DIVG Invesco S&P 500 High Dividend Growers ETF 0.4 39 27 8.6 +13.7
DGRW WisdomTree US Quality Dividend Growth Fund 0.4 28 38 5.7 +10.8
XMAG Defiance Large Cap ex-Mag 7 ETF 0.4 35 31 5.3 +10.5
VLUE iShares MSCI USA Value Factor ETF 0.4 15 51 10.2 +15.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.4 47 19 9.8 +14.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.4 10 56 5.4 +10.6
RAFE PIMCO RAFI ESG U.S. ETF 0.4 29 37 7.5 +12.6
FQAL Fidelity Quality Factor ETF 0.4 15 51 5.7 +10.9
IJK iShares S&P Mid-Cap 400 Growth ETF 0.4 17 49 6.0 +11.1
IUSV iShares Core S&P US Value ETF 0.3 4 62 6.7 +11.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.3 15 51 6.0 +11.2
IXN iShares Global Tech ETF 0.3 41 25 4.1 +9.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.3 15 51 6.0 +11.2
PICK iShares MSCI Global Metals & Mining Producers ETF 0.3 39 27 14.0 +19.2
IYW iShares U.S. Technology ETF 0.3 40 26 4.2 +9.3
VFQY Vanguard U.S. Quality Factor ETF 0.3 13 53 6.4 +11.6
FUTY Fidelity MSCI Utilities Index ETF 0.3 8 58 5.3 +10.5
CGDV Capital Group Dividend Value ETF 0.3 33 33 4.8 +10.0
VPU Vanguard Utilities ETF 0.3 10 56 5.3 +10.5
NANC Unusual Whales Subversive Democratic Trading ETF 0.3 75 -9 3.9 +9.0
XOP SPDR S&P Oil & Gas Exploration & Production ETF 0.3 35 31 16.0 +21.1
VFMF Vanguard U.S. Multifactor ETF 0.3 18 48 8.3 +13.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.3 20 46 5.3 +10.4
STXV Strive 1000 Value ETF 0.3 18 48 8.3 +13.4
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 54 5.9 +11.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.3 19 47 5.3 +10.5
VOOV Vanguard S&P 500 Value ETF 0.3 10 56 6.5 +11.6
IVE iShares S&P 500 Value ETF 0.3 18 48 6.4 +11.5
SPYV SPDR Portfolio S&P 500 Value ETF 0.3 4 62 6.5 +11.7
AFLG First Trust Active Factor Large Cap ETF 0.3 55 11 6.2 +11.4
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 28 8.9 +14.1
JMOM JPMorgan U.S. Momentum Factor ETF 0.3 12 54 4.6 +9.8
VDC Vanguard Consumer Staples ETF 0.3 10 56 5.5 +10.7
XPND First Trust Expanded Technology ETF 0.3 65 1 4.1 +9.2
DGRO iShares Core Dividend Growth ETF 0.3 8 58 6.6 +11.8
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.3 8 58 5.5 +10.7
VFVA Vanguard U.S. Value Factor ETF 0.3 13 53 11.5 +16.7
SCHV Schwab U.S. Large-Cap Value ETF 0.3 4 62 6.9 +12.1
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 37 8.3 +13.5
XLSR SPDR SSGA U.S. Sector Rotation ETF 0.3 70 -4 0.0 +5.2
GXC SPDR S&P China ETF 0.3 59 7 17.0 +22.2
VUSE Vident U.S. Equity Strategy ETF 0.2 50 16 4.5 +9.7
DFVX Dimensional US Large Cap Vector ETF 0.2 22 44 6.5 +11.6
CCMG CCM Global Equity ETF 0.2 34 32 8.8 +14.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -14 8.1 +13.2
VFMV Vanguard U.S. Minimum Volatility ETF 0.2 13 53 5.7 +10.8
VTV Vanguard Value ETF 0.2 4 62 7.1 +12.2
DTAN Sparkline International Intangible Value ETF 0.2 55 11 8.4 +13.5
SAGP Strategas Global Policy Opportunities ETF 0.2 65 1 5.4 +10.5
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 51 5.3 +10.5
FTC First Trust Large Cap Growth AlphaDEX Fund 0.2 59 7 2.9 +8.0
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 36 6.2 +11.3
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.2 32 34 18.4 +23.6
EVUS iShares ESG Aware MSCI USA Value ETF 0.2 18 48 6.9 +12.1
FDLO Fidelity Low Volatility Factor ETF 0.2 15 51 5.5 +10.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 37 6.6 +11.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.2 20 46 7.6 +12.8
APIE ActivePassive International Equity ETF 0.2 45 21 7.6 +12.8
COPY Tweedy, Browne Insider + Value ETF 0.2 80 -14 12.6 +17.7
DTD WisdomTree U.S. Total Dividend Fund 0.2 28 38 6.5 +11.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 37 4.4 +9.6
PKW Invesco Buyback Achievers ETF 0.1 62 4 7.6 +12.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.1 18 48 5.6 +10.8
ILCV iShares Morningstar Value ETF 0.1 4 62 6.8 +12.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 46 5.8 +11.0
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 38 6.2 +11.3
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 1 4.5 +9.6
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 49 17 16.6 +21.7
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 0.1 85 -19 0.0 +5.2
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.1 40 26 13.0 +18.2
GK AdvisorShares Gerber Kawasaki ETF 0.1 75 -9 2.7 +7.8
AFMC First Trust Active Factor Mid Cap ETF 0.1 65 1 8.7 +13.9
ROAM Hartford Multifactor Emerging Markets ETF 0.1 44 22 12.2 +17.3
AVEM Avantis Emerging Markets Equity ETF 0.1 33 33 9.4 +14.6
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 46 9.8 +14.9
YOKE Yoke Core ETF 0.1 42 24 4.4 +9.6
IGE iShares North American Natural Resources ETF 0.1 41 25 8.1 +13.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.1 29 37 6.5 +11.7
FEX First Trust Large Cap Core AlphaDEX Fund 0.1 59 7 6.2 +11.3
SHE SPDR MSCI USA Gender Diversity ETF 0.1 20 46 5.1 +10.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 27 6.2 +11.3
AVES Avantis Emerging Markets Value ETF 0.1 36 30 12.0 +17.2
RECS Columbia Research Enhanced Core ETF 0.1 15 51 6.1 +11.2
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.1 80 -14 12.3 +17.5
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 1 8.2 +13.4
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 17 9.9 +15.0
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -4 7.9 +13.1
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 59 10.8 +15.9
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 61 8.1 +13.3
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 17 7.4 +12.6
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 31 5.1 +10.2
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 30 10.2 +15.4
VDE Vanguard Energy ETF 0.1 10 56 9.5 +14.7
FFLC Fidelity Fundamental Large Cap Core ETF 0.1 38 28 4.8 +10.0
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 25 9.4 +14.6
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 25 7.0 +12.2
GWX SPDR S&P International Small Cap ETF 0.1 40 26 6.7 +11.9
FENY Fidelity MSCI Energy Index ETF 0.1 8 58 9.5 +14.7
REVS Columbia Research Enhanced Value ETF 0.1 19 47 7.9 +13.1
CWI SPDR MSCI ACWI ex-US ETF 0.0 30 36 8.0 +13.1
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 31 10.0 +15.2
ROUS Hartford Multifactor US Equity ETF 0.0 19 47 7.2 +12.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 41 6.0 +11.2
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 17 5.8 +10.9
VIG Vanguard Dividend Appreciation ETF 0.0 6 60 5.7 +10.9
VYM Vanguard High Dividend Yield Index ETF 0.0 6 60 7.4 +12.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 7 59 7.1 +12.3
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 51 8.0 +13.2
PFM Invesco Dividend Achievers ETF 0.0 53 13 5.4 +10.6
DFEV Dimensional Emerging Markets Value ETF 0.0 43 23 14.0 +19.2
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 28 9.9 +15.0
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.0 18 48 8.0 +13.2
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 58 10.9 +16.0
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 57 10.8 +16.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 36 8.4 +13.6
FMDE Fidelity Enhanced Mid Cap ETF 0.0 23 43 5.9 +11.1
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 36 10.1 +15.2
VSGX Vanguard ESG International Stock ETF 0.0 12 54 8.0 +13.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 63 7.4 +12.5
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 8 58 8.4 +13.5
VXUS Vanguard Total International Stock ETF 0.0 7 59 8.2 +13.4
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 62 7.3 +12.4
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 59 8.2 +13.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 27 6.9 +12.1
AVDE Avantis International Equity ETF 0.0 23 43 7.9 +13.1
AVSD Avantis Responsible International Equity ETF 0.0 23 43 5.9 +11.0

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 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

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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:		 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 -8.7 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 66 bp
Equals: ALTAR Score -5.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.49 CATEGORY
AVERAGE		 1.55
 
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.