Invesco WilderHill Clean Energy ETF
ALTAR
Score™
-17.6% info Recommen-
dation
AVOID
2024E    2025E
P/E
ratio
-14.1x P/Sales
ratio
0.8x
P/BV
ratio
2.1x Div.
yield
0.3%


  • 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) $317
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 64
Wgt avg mkt cap (mns) $10,233
Large cap (>$10bn) 12.5%
Mid cap ($2-10bn) 28.3%
Small cap (<$2bn) 56.2%
Developed mkts 90.4%
Emerging mkts 9.6%

TOP TEN HOLDINGS
FREYR BATTERY INC 11.8 %
NEXTRACKER, INC. CLASS A 2.4 %
AMERICAN SUPERCONDUCTOR CORPORATIO 2.1 %
SOLID POWER, INC. CLASS A 2.1 %
GENTHERM INC 2.0 %
ALTUS POWER, INC. CLASS A 1.9 %
MYR GROUP INC/DELAWARE 1.9 %
QUANTA SERVICES INC 1.8 %
ENPHASE ENERGY INC 1.7 %
ITRON INC 1.7 %
Total 29.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 70.8 %
CANADA 7.6 %
CHINA 4.2 %
INDIA 1.6 %
SINGAPORE 1.4 %
CHILE 1.3 %
SPAIN 1.3 %




HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-20.4% -45.3% 5.5% 1.1% -3.1%

Market Correlations
versus... Beta R-squared
S&P500 1.54 42%
MSCI EAFE 1.29 27%
MSCI Emg. Mkts. 1.23 26%

Technical Indicators
Recent close $22.58
30d moving avg. $26.78
Annualized volatility 41.9%
Short interest (ETF) 2.8%
Short interest (Underlying) 7.8%
Relative strength (RSI) 59

Liquidity measures
Avg. volume (thou.) 232
Turnover 1.7%
Bid/Ask (% of price) 0.16%
ADV underlying (mns) $24,415

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 638 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™: -17.6%


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 32.2 45 21 -7.0 +10.7
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 31.4 58 8 -1.3 +16.3
FRNW Fidelity Clean Energy ETF 25.1 39 27 3.7 +21.3
PBD Invesco Global Clean Energy ETF 24.9 75 -9 -2.3 +15.4
ACES ALPS Clean Energy ETF 23.8 55 11 -4.3 +13.3
CTEC Global X CleanTech ETF 19.3 50 16 2.2 +19.8
RNEW VanEck Green Infrastructure ETF 18.7 45 21 -0.4 +17.2
BNE Blue Horizon BNE ETF 18.1 87 -21 4.2 +21.9
ICLN iShares Global Clean Energy ETF 18.0 41 25 4.1 +21.7
CCSO Carbon Collective Climate Solutions US Equity ETF 17.4 35 31 2.3 +19.9
TAN Invesco Solar ETF 15.5 67 -1 7.4 +25.1
VCLN Virtus Duff & Phelps Clean Energy ETF 14.9 59 7 3.9 +21.5
RAYS Global X Solar ETF 14.8 51 15 5.7 +23.4
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 13.3 79 -13 5.3 +22.9
BATT Amplify Lithium & Battery Technology ETF 12.7 59 7 3.8 +21.4
HAIL SPDR S&P Kensho Smart Mobility ETF 12.1 45 21 -4.2 +13.4
ERTH Invesco MSCI Sustainable Future ETF 11.7 62 4 3.5 +21.1
SMOG VanEck Low Carbon Energy ETF 11.6 61 5 3.2 +20.9
SIMS SPDR S&P Kensho Intelligent Structures ETF 10.0 45 21 -3.2 +14.4
MVPS Amplify Thematic All-Stars ETF 9.8 49 17 1.5 +19.2
DRIV Global X Autonomous & Electric Vehicles ETF 9.4 68 -2 5.0 +22.7
FDRV Fidelity Electric Vehicles and Future Transportation ETF 8.8 39 27 -3.2 +14.4
ETEC iShares Breakthrough Environmental Solutions ETF 8.8 47 19 5.7 +23.3
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 7.7 72 -6 2.4 +20.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 7.3 58 8 4.6 +22.2
GSFP Goldman Sachs Future Planet Equity ETF 6.7 75 -9 4.6 +22.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 6.4 45 21 4.8 +22.4
JSML Janus Henderson Small Cap Growth Alpha ETF 5.8 30 36 8.9 +26.5
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 5.6 45 21 6.4 +24.0
HDRO Defiance Next Gen H2 ETF 5.5 30 36 -10.8 +6.9
HJEN Direxion Hydrogen ETF 5.5 45 21 -0.9 +16.8
XSD SPDR S&P Semiconductor ETF 5.3 35 31 5.2 +22.8
MOTO SmartETFs Smart Transportation & Technology ETF 5.1 68 -2 6.6 +24.2
LIT Global X Lithium & Battery Tech ETF 4.9 75 -9 10.6 +28.2
RNRG Global X Renewable Energy Producers ETF 4.9 66 0 4.8 +22.4
IDRV iShares Self-driving EV & Tech ETF 4.9 47 19 -0.4 +17.2
REMX VanEck Rare Earth/Strategic Metals ETF 4.8 54 12 12.5 +30.2
PSCT Invesco S&P SmallCap Information Technology ETF 4.7 29 37 6.8 +24.5
CLNR IQ Cleaner Transport ETF 4.7 45 21 8.2 +25.8
XT iShares Exponential Technologies ETF 4.7 46 20 3.7 +21.3
CARZ First Trust NASDAQ Global Auto Index Fund 4.7 70 -4 3.4 +21.1
SPHB Invesco S&P 500 High Beta ETF 4.6 25 41 4.7 +22.3
SETM Sprott Energy Transition Materials ETF 4.6 65 1 6.7 +24.3
BECO BlackRock Future Climate and Sustainable Economy ETF 4.5 70 -4 13.2 +30.8
ETHO Etho Climate Leadership U.S. ETF 4.4 47 19 3.9 +21.5
QQQS Invesco NASDAQ Future Gen 200 ETF 4.2 20 46 -7.0 +10.7
MOON Direxion Moonshot Innovators ETF 4.2 65 1 -20.6 -3.0
ARKQ ARK Autonomous Technology & Robotics ETF 4.2 75 -9 1.5 +19.2
IPO Renaissance IPO ETF 4.0 60 6 -3.1 +14.5
FFND Future Fund Active ETF 4.0 100 -34 0.2 +17.8
GMET VanEck Green Metals ETF 4.0 63 3 11.5 +29.1
HYDR Global X Hydrogen ETF 3.9 50 16 -12.9 +4.7
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 3.7 40 26 4.9 +22.6
DTEC ALPS Disruptive Technologies ETF 3.6 50 16 3.5 +21.1
IQM Franklin Intelligent Machines ETF 3.6 50 16 2.9 +20.5
NUMG Nuveen ESG Mid-Cap Growth ETF 3.5 31 35 3.4 +21.0
PGJ Invesco Golden Dragon China ETF 3.5 70 -4 5.3 +22.9
TRFM AAM Transformers ETF 3.5 49 17 1.4 +19.0
KOMP SPDR S&P Kensho New Economies Composite ETF 3.5 20 46 2.1 +19.7
SPRX Spear Alpha ETF 3.4 75 -9 -0.2 +17.4
AIEQ AI Powered Equity ETF 3.4 75 -9 5.5 +23.1
DMAT Global X Disruptive Materials ETF 3.3 59 7 11.5 +29.1
ZSB USCF Sustainable Battery Metals Strategy Fund 3.3 61 5 18.5 +36.1
FXN First Trust Energy AlphaDEX Fund 3.3 62 4 4.1 +21.8
OCEN IQ Clean Oceans ETF 3.3 45 21 5.2 +22.8
LITP Sprott Lithium Miners ETF 3.3 65 1 11.5 +29.1
SDG iShares MSCI Global Sustainable Development Goals ETF 3.3 49 17 5.8 +23.4
TXS Texas Capital Texas Equity Index ETF 3.2 49 17 5.6 +23.2
TEMP JPMorgan Climate Change Solutions ETF 3.1 49 17 4.9 +22.6
SPGP Invesco S&P 500 GARP ETF 3.1 34 32 8.6 +26.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 3.0 40 26 5.3 +22.9
FTGS First Trust Growth Strength ETF 3.0 60 6 6.2 +23.9
ARKX ARK Space Exploration & Innovation ETF 2.9 75 -9 1.6 +19.2
BUZZ VanEck Social Sentiment ETF 2.9 75 -9 0.1 +17.8
PSI Invesco Semiconductors ETF 2.9 57 9 5.0 +22.6
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.8 60 6 5.0 +22.6
SFYF SoFi Social 50 ETF 2.8 29 37 -1.2 +16.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.8 15 51 4.5 +22.1
PSCI Invesco S&P SmallCap Industrials ETF 2.8 29 37 6.0 +23.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.7 20 46 5.0 +22.6
XSMO Invesco S&P SmallCap Momentum ETF 2.7 39 27 7.2 +24.8
ISRA VanEck Israel ETF 2.7 59 7 8.3 +26.0
FXZ First Trust Materials AlphaDEX Fund 2.7 61 5 10.3 +27.9
AIRR First Trust RBA American Industrial Renaissance ETF 2.7 70 -4 5.5 +23.1
NULG Nuveen ESG Large-Cap Growth ETF 2.7 26 40 4.1 +21.8
EV Mast Global Battery Recycling & Production ETF 2.6 65 1 13.7 +31.3
DARP Grizzle Growth ETF 2.5 75 -9 5.0 +22.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.5 10 56 4.5 +22.2
IWO iShares Russell 2000 Growth ETF 2.4 24 42 1.4 +19.0
DKRB Subversive Decarbonization ETF 2.4 75 -9 3.0 +20.7
QQQN VictoryShares Nasdaq Next 50 ETF 2.4 18 48 4.2 +21.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.3 10 56 4.6 +22.2
TMFX Motley Fool Next Index ETF 2.3 50 16 3.2 +20.8
VOT Vanguard Mid-Cap Growth ETF 2.3 7 59 4.0 +21.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.3 60 6 0.9 +18.6
ARKK ARK Innovation ETF 2.2 75 -9 -4.6 +13.0
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 2.2 60 6 5.0 +22.6
PAVE Global X U.S. Infrastructure Development ETF 2.2 47 19 5.5 +23.1
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 2.2 85 -19 8.9 +26.5
BKSE BNY Mellon US Small Cap Core Equity ETF 2.1 4 62 5.5 +23.1
ISCG iShares Morningstar Small-Cap Growth ETF 2.1 6 60 2.4 +20.0
VTWG Vanguard Russell 2000 Growth ETF 2.1 15 51 1.7 +19.3
IJT iShares S&P Small-Cap 600 Growth ETF 2.0 18 48 6.6 +24.2
SLYG SPDR S&P 600 Small Cap Growth ETF 2.0 15 51 6.6 +24.3
NUSC Nuveen ESG Small-Cap ETF 2.0 31 35 5.0 +22.6
VBK Vanguard Small-Cap Growth ETF 2.0 7 59 1.4 +19.0
JGRO JPMorgan Active Growth ETF 2.0 44 22 3.2 +20.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 57 3.9 +21.5
CGRO CoreValues Alpha Greater China Growth ETF 1.9 75 -9 2.7 +20.3
IYE iShares U.S. Energy ETF 1.9 40 26 7.3 +25.0
GINN Goldman Sachs Innovate Equity ETF 1.9 52 14 2.8 +20.4
STXK Strive Small-Cap ETF 1.9 18 48 5.1 +22.7
SMCP AlphaMark Actively Managed Small Cap ETF 1.9 90 -24 0.0 +17.6
RNMC First Trust Mid Cap US Equity Select ETF 1.9 60 6 7.8 +25.4
IFRA iShares U.S. Infrastructure ETF 1.9 30 36 6.5 +24.1
KOCG FIS Knights of Columbus Global Belief ETF 1.8 75 -9 5.1 +22.7
GLIF AGF Global Infrastructure ETF 1.8 45 21 5.6 +23.3
ECLN First Trust EIP Carbon Impact ETF 1.8 96 -30 5.6 +23.2
EMLP First Trust North American Energy Infrastructure Fund 1.8 95 -29 5.6 +23.2
EQAL Invesco Russell 1000 Equal Weight ETF 1.8 20 46 6.0 +23.7
FYC First Trust Small Cap Growth AlphaDEX Fund 1.8 71 -5 0.8 +18.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.8 60 6 9.9 +27.5
LUXX Roundhill S&P Global Luxury ETF 1.8 45 21 2.5 +20.1
EGUS iShares ESG Aware MSCI USA Growth ETF 1.7 18 48 4.0 +21.7
ISMD Inspire Small/Mid Cap ETF 1.7 54 12 6.0 +23.6
SFY SoFi Select 500 ETF 1.7 0 66 5.0 +22.6
FIW First Trust Water ETF 1.7 53 13 4.4 +22.0
NVIR Horizon Kinetics Energy and Remediation ETF 1.7 85 -19 2.3 +19.9
SNSR Global X Internet of Things ETF 1.7 68 -2 3.7 +21.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.7 17 49 5.4 +23.0
ROKT SPDR S&P Kensho Final Frontiers ETF 1.7 45 21 -0.3 +17.3
NULC Nuveen ESG Large-Cap ETF 1.7 21 45 5.4 +23.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 52 5.2 +22.8
VOOG Vanguard S&P 500 Growth ETF 1.6 10 56 5.1 +22.7
ONEQ Fidelity Nasdaq Composite Index ETF 1.6 21 45 3.6 +21.3
IYM iShares U.S. Basic Materials ETF 1.6 40 26 6.9 +24.5
IJR iShares Core S&P Small Cap ETF 1.6 6 60 7.8 +25.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.6 3 63 7.9 +25.5
IWM iShares Russell 2000 ETF 1.6 19 47 3.6 +21.2
DSI iShares MSCI KLD 400 Social ETF 1.6 25 41 4.9 +22.6
VUG Vanguard Growth ETF 1.6 4 62 4.0 +21.6
HLAL Wahed FTSE USA Shariah ETF 1.6 50 16 4.8 +22.4
STXG Strive 1000 Growth ETF 1.6 18 48 4.0 +21.6
JOET Virtus Terranova US Quality Momentum ETF 1.6 29 37 4.9 +22.5
SUSA iShares MSCI USA ESG Select ETF 1.6 25 41 5.1 +22.7
NTZG Nuveen Global Net Zero Transition ETF 1.6 56 10 4.9 +22.5
WNDY Global X Wind Energy ETF 1.6 50 16 5.0 +22.6
SCHG Schwab U.S. Large-Cap Growth ETF 1.6 4 62 4.0 +21.7
BTEK Future Tech ETF 1.6 88 -22 2.2 +19.8
NANC Unusual Whales Subversive Democratic Trading ETF 1.6 75 -9 3.7 +21.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.6 15 51 6.7 +24.3
GXG Global X MSCI Colombia ETF 1.6 62 4 16.1 +33.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.5 9 57 4.8 +22.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.5 15 51 4.7 +22.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.5 8 58 4.5 +22.1
VCR Vanguard Consumer Discretionary ETF 1.5 10 56 4.4 +22.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.5 7 59 5.0 +22.6
ESGV Vanguard ESG U.S. Stock ETF 1.5 9 57 4.8 +22.4
ILCG iShares Morningstar Growth ETF 1.5 4 62 3.8 +21.5
ESGU iShares ESG Aware MSCI USA ETF 1.5 15 51 5.0 +22.6
XME SPDR S&P Metals & Mining ETF 1.5 35 31 7.8 +25.4
XTN SPDR S&P Transportation ETF 1.5 35 31 1.8 +19.4
ECML Euclidean Fundamental Value ETF 1.5 95 -29 9.2 +26.9
SNPG Xtrackers S&P 500 Growth ESG ETF 1.5 15 51 4.7 +22.3
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 37 5.0 +22.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.5 12 54 4.9 +22.6
VEGN US Vegan Climate ETF 1.5 60 6 4.4 +22.0
XVV iShares ESG Screened S&P 500 ETF 1.5 8 58 4.9 +22.6
ECNS iShares MSCI China Small-Cap ETF 1.5 59 7 11.5 +29.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.5 45 21 4.4 +22.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 46 4.9 +22.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.5 19 47 6.4 +24.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.5 15 51 8.0 +25.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.5 12 54 4.3 +21.9
SUSL iShares ESG MSCI USA Leaders ETF 1.5 10 56 4.9 +22.5
XJR iShares ESG Screened S&P Small-Cap ETF 1.5 12 54 7.5 +25.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 56 4.9 +22.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.4 45 21 1.2 +18.8
IYC iShares U.S. Consumer Discretionary ETF 1.4 40 26 3.5 +21.2
IUSG iShares Core S&P U.S. Growth ETF 1.4 4 62 4.4 +22.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 64 2 2.0 +19.6
VOO Vanguard S&P 500 ETF 1.4 3 63 5.1 +22.8
VTWO Vanguard Russell 2000 ETF 1.4 10 56 3.8 +21.4
SNPE Xtrackers S&P 500 ESG ETF 1.4 10 56 5.1 +22.8
STRV Strive 500 ETF 1.4 5 61 5.0 +22.7
IVV iShares Core S&P 500 ETF 1.4 3 63 5.1 +22.7
SPY SPDR S&P 500 ETF Trust 1.4 9 57 5.1 +22.7
WUGI AXS Esoterica NextG Economy ETF 1.4 75 -9 2.3 +19.9
FTC First Trust Large Cap Growth AlphaDEX Fund 1.4 59 7 2.6 +20.2
FBCG Fidelity Blue Chip Growth ETF 1.4 59 7 2.4 +20.0
SPLG SPDR Portfolio S&P 500 ETF 1.4 2 64 5.1 +22.8
DFUS Dimensional U.S. Equity ETF 1.4 9 57 5.0 +22.6
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 66 5.1 +22.7
IVW iShares S&P 500 Growth ETF 1.4 18 48 4.2 +21.8
SPYG SPDR Portfolio S&P 500 Growth ETF 1.4 4 62 4.3 +21.9
PBUS Invesco MSCI USA ETF 1.4 4 62 5.1 +22.7
CGGR Capital Group Growth ETF 1.4 39 27 3.3 +20.9
XLB Materials Select Sector SPDR Fund 1.4 9 57 5.9 +23.6
RSPM Invesco S&P 500 Equal Weight Materials ETF 1.4 40 26 7.8 +25.4
TPSC Timothy Plan US Small Cap Core ETF 1.4 52 14 7.4 +25.0
FAN First Trust Global Wind Energy ETF 1.4 60 6 5.7 +23.3
VONG Vanguard Russell 1000 Growth ETF 1.4 8 58 4.5 +22.1
IWF iShares Russell 1000 Growth ETF 1.4 19 47 4.4 +22.0
VOTE TCW Transform 500 ETF 1.4 5 61 5.0 +22.7
NUMV Nuveen ESG Mid-Cap Value ETF 1.4 31 35 7.5 +25.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 59 5.0 +22.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.4 2 64 5.1 +22.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.4 3 63 5.0 +22.6
VV Vanguard Large-Cap ETF 1.4 4 62 5.0 +22.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.4 3 63 5.3 +22.9
IYY iShares Dow Jones U.S. ETF 1.4 20 46 4.9 +22.5
SCHX Schwab U.S. Large-Cap ETF 1.4 3 63 5.1 +22.7
IWV iShares Russell 3000 ETF 1.4 20 46 4.8 +22.5
QGRW WisdomTree U.S. Quality Growth Fund 1.4 28 38 4.3 +21.9
SCHK Schwab 1000 Index ETF 1.4 5 61 5.1 +22.7
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 63 5.1 +22.7
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.4 40 26 3.6 +21.2
SCHB Schwab U.S. Broad Market ETF 1.4 3 63 5.0 +22.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 34 4.9 +22.6
IWB iShares Russell 1000 ETF 1.4 15 51 5.0 +22.6
VTHR Vanguard Russell 3000 ETF 1.4 10 56 4.9 +22.6
VONE Vanguard Russell 1000 ETF 1.4 8 58 5.0 +22.7
FDWM Fidelity Women's Leadership ETF 1.3 59 7 4.7 +22.4
VTI Vanguard Total Stock Market ETF 1.3 3 63 4.9 +22.5
NACP Impact Shares NAACP Minority Empowerment ETF 1.3 49 17 4.8 +22.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.3 30 36 7.4 +25.1
VIOO Vanguard S&P Small-Cap 600 ETF 1.3 10 56 7.7 +25.3
ACVF American Conservative Values ETF 1.3 75 -9 4.2 +21.8
FIDU Fidelity MSCI Industrial Index ETF 1.3 8 58 4.6 +22.3
ISCB iShares Morningstar Small-Cap ETF 1.3 4 62 5.2 +22.9
AESR Anfield U.S. Equity Sector Rotation ETF 1.3 108 -42 4.1 +21.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.3 61 5 6.1 +23.7
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 1.3 75 -9 1.6 +19.3
WLDR Affinity World Leaders Equity ETF 1.3 67 -1 8.4 +26.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 27 4.1 +21.7
FRDM Freedom 100 Emerging Markets ETF 1.3 49 17 -749.3 -731.6
ILF iShares Latin America 40 ETF 1.3 48 18 7.8 +25.5
FTAG First Trust Indxx Global Agriculture ETF 1.3 70 -4 10.2 +27.8
FTXR First Trust Nasdaq Transportation ETF 1.3 60 6 5.5 +23.1
YALL God Bless America ETF 1.3 65 1 3.7 +21.3
FDG American Century Focused Dynamic Growth ETF 1.3 45 21 2.5 +20.1
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.3 40 26 4.7 +22.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -14 5.6 +23.2
EATV VegTech Plant-based Innovation & Climate ETF 1.3 75 -9 1.0 +18.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.3 75 -9 3.0 +20.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.3 61 5 -0.3 +17.3
RXI iShares Global Consumer Discretionary ETF 1.3 41 25 5.3 +22.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.3 15 51 5.4 +23.1
FDMO Fidelity Momentum Factor ETF 1.3 15 51 3.4 +21.0
USMC Principal U.S. Mega-Cap ETF 1.3 12 54 4.7 +22.3
QQMG Invesco ESG NASDAQ 100 ETF 1.3 20 46 4.5 +22.1
XLY Consumer Discretionary Select Sector SPDR Fund 1.3 9 57 4.5 +22.1
XLG Invesco S&P 500 Top 50 ETF 1.3 20 46 4.4 +22.1
TMFC Motley Fool 100 Index ETF 1.3 50 16 3.7 +21.3
TIME Clockwise Core Equity & Innovation ETF 1.3 100 -34 2.1 +19.7
QQQ Invesco QQQ Trust Series I 1.3 20 46 4.4 +22.0
XNTK SPDR NYSE Technology ETF 1.3 35 31 3.7 +21.3
GGRW Gabelli Growth Innovators ETF 1.3 90 -24 2.0 +19.7
IWL iShares Russell Top 200 ETF 1.3 15 51 4.8 +22.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.3 30 36 4.5 +22.1
QQQM Invesco NASDAQ 100 ETF 1.3 15 51 4.5 +22.1
ACSI American Customer Satisfaction ETF 1.3 65 1 5.0 +22.6
MGC Vanguard Mega Cap ETF 1.3 7 59 4.9 +22.5
GK AdvisorShares Gerber Kawasaki ETF 1.3 75 -9 3.0 +20.6
IWY iShares Russell Top 200 Growth ETF 1.3 20 46 4.5 +22.1
ARKW ARK Next Generation Internet ETF 1.3 87 -21 -3.2 +14.4
AOTG AOT Growth and Innovation ETF 1.3 75 -9 2.9 +20.6
RPG Invesco S&P 500 Pure Growth ETF 1.3 35 31 3.3 +20.9
RUFF Alpha Dog ETF 1.3 94 -28 4.6 +22.2
AIQ Global X Artificial Intelligence & Technology ETF 1.3 68 -2 3.7 +21.4
MGK Vanguard Mega Cap Growth ETF 1.3 7 59 4.0 +21.6
OEF iShares S&P 100 ETF 1.3 20 46 4.8 +22.4
FMAT Fidelity MSCI Materials Index ETF 1.3 8 58 6.7 +24.3
RVRB Reverb ETF 1.3 30 36 4.8 +22.4
DFND Siren DIVCON Dividend Defender ETF 1.3 189 -123 3.7 +21.4
BIBL Inspire 100 ETF 1.2 35 31 4.7 +22.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.2 60 6 5.1 +22.7
ADME Aptus Drawdown Managed Equity ETF 1.2 79 -13 4.3 +21.9
VO Vanguard Mid-Cap ETF 1.2 4 62 5.8 +23.4
IJS iShares S&P Small-Cap 600 Value ETF 1.2 18 48 9.0 +26.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.2 70 -4 1.8 +19.4
JHMM John Hancock Multifactor Mid Cap ETF 1.2 42 24 6.5 +24.2
LEAD Siren DIVCON Leaders Dividend ETF 1.2 43 23 4.9 +22.5
SLYV SPDR S&P 600 Small Cap Value ETF 1.2 15 51 9.0 +26.6
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.2 42 24 7.4 +25.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.2 35 31 7.4 +25.0
DFAS Dimensional U.S. Small Cap ETF 1.2 26 40 5.9 +23.5
DFSU Dimensional US Sustainability Core 1 ETF 1.2 18 48 5.5 +23.1
EES WisdomTree U.S. SmallCap Fund 1.2 38 28 10.0 +27.6
ESIX SPDR S&P SmallCap 600 ESG ETF 1.2 12 54 7.4 +25.0
ROSC Hartford Multifactor Small Cap ETF 1.2 34 32 9.8 +27.4
PHO Invesco Water Resources ETF 1.2 60 6 4.2 +21.9
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.2 15 51 7.4 +25.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.2 55 11 4.1 +21.7
VIS Vanguard Industrials ETF 1.2 10 56 4.4 +22.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.2 9 57 5.8 +23.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.1 25 41 5.5 +23.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.1 39 27 9.1 +26.8
PDP Invesco Dorsey Wright Momentum ETF 1.1 62 4 3.5 +21.1
CHIQ Global X MSCI China Consumer Discretionary ETF 1.1 65 1 5.6 +23.2
KGRN KraneShares MSCI China Clean Technology Index ETF 1.1 79 -13 6.1 +23.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 15 51 8.6 +26.3
EVX VanEck Environmental Services ETF 1.1 55 11 3.0 +20.6
ARGT Global X MSCI Argentina ETF 1.1 59 7 5.8 +23.4
NETZ TCW Transform Systems ETF 1.1 75 -9 3.6 +21.2
SSPY Syntax Stratified LargeCap ETF 1.1 30 36 6.4 +24.0
FMIL Fidelity New Millennium ETF 1.1 59 7 3.9 +21.6
SCHA Schwab U.S. Small-Cap ETF 1.1 4 62 4.8 +22.4
AVSC Avantis U.S Small Cap Equity ETF 1.1 25 41 5.2 +22.8
APUE ActivePassive U.S. Equity ETF 1.1 45 21 4.9 +22.5
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.1 65 1 5.2 +22.8
VAW Vanguard Materials ETF 1.1 10 56 6.6 +24.2
SSLY Syntax Stratified SmallCap ETF 1.1 40 26 7.3 +24.9
HDUS Hartford Disciplined US Equity ETF 1.1 19 47 6.1 +23.7
IMCG iShares Morningstar Mid-Cap Growth ETF 1.1 6 60 4.1 +21.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 46 5.4 +23.0
YPS Arrow Reverse Cap 500 ETF 1.1 29 37 6.5 +24.1
TOK iShares MSCI Kokusai ETF 1.1 26 40 5.2 +22.8
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 1.1 29 37 10.2 +27.8
DEEP Roundhill Acquirers Deep Value ETF 1.1 80 -14 14.0 +31.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 57 5.3 +23.0
SFYX SoFi Next 500 ETF 1.0 0 66 5.5 +23.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.0 52 14 5.4 +23.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.0 58 8 5.3 +22.9
BFOR ALPS Barron's 400 ETF 1.0 65 1 7.3 +24.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 59 5.7 +23.3
URTH iShares MSCI World ETF 1.0 24 42 5.3 +22.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 46 6.6 +24.2
IWS iShares Russell Mid-Cap Value ETF 1.0 23 43 6.6 +24.2
VUSE Vident U.S. Equity Strategy ETF 1.0 50 16 4.5 +22.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.0 24 42 7.8 +25.4
VB Vanguard Small-Cap ETF 1.0 5 61 5.3 +22.9
FPX First Trust US Equity Opportunities ETF 1.0 61 5 0.6 +18.2
IWR iShares Russell Midcap ETF 1.0 19 47 5.6 +23.2
TMFS Motley Fool Small-Cap Growth ETF 0.9 85 -19 2.9 +20.5
DFAU Dimensional US Core Equity Market ETF 0.9 12 54 5.2 +22.8
XITK SPDR FactSet Innovative Technology ETF 0.9 45 21 2.4 +20.0
RSP Invesco S&P 500 Equal Weight ETF 0.9 20 46 6.1 +23.7
VXF Vanguard Extended Market ETF 0.9 6 60 3.8 +21.5
SQLV Royce Quant Small-Cap Quality Value ETF 0.9 60 6 8.7 +26.4
XLI Industrial Select Sector SPDR Fund 0.9 9 57 4.3 +21.9
ACWI iShares MSCI ACWI ETF 0.9 32 34 5.4 +23.0
WISE Themes Generative Artificial Intelligence ETF 0.9 35 31 1.7 +19.3
KRMA Global X Conscious Companies ETF 0.9 43 23 5.6 +23.2
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 51 5.7 +23.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.9 35 31 5.5 +23.1
RYJ Invesco Raymond James SB-1 Equity ETF 0.9 75 -9 2.9 +20.6
AVUS Avantis U.S. Equity ETF 0.9 15 51 6.0 +23.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 51 7.4 +25.0
RFV Invesco S&P Midcap 400 Pure Value ETF 0.9 35 31 9.3 +26.9
IWP iShares Russell Mid-Cap Growth ETF 0.9 23 43 3.6 +21.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 51 6.0 +23.6
SPMV Invesco S&P 500 Minimum Variance ETF 0.9 10 56 5.5 +23.1
QLC FlexShares US Quality Large Cap Index Fund 0.9 25 41 5.5 +23.1
LRGF iShares U.S. Equity Factor ETF 0.9 8 58 5.8 +23.4
IWC iShares Micro-Cap ETF 0.9 60 6 -4.1 +13.5
VT Vanguard Total World Stock ETF 0.9 7 59 5.0 +22.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.9 95 -29 1.6 +19.2
BOUT Innovator IBD Breakout Opportunities ETF 0.8 81 -15 4.1 +21.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 57 5.5 +23.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.8 38 28 6.9 +24.5
FDM First Trust Dow Jones Select MicroCap Index Fund 0.8 60 6 8.1 +25.7
SIZE iShares MSCI USA Size Factor ETF 0.8 15 51 5.9 +23.5
EUSA iShares MSCI USA Equal Weighted ETF 0.8 9 57 5.9 +23.6
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 41 6.9 +24.6
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.8 35 31 5.2 +22.8
IWN iShares Russell 2000 Value ETF 0.8 24 42 5.7 +23.3
VTWV Vanguard Russell 2000 Value ETF 0.8 15 51 5.8 +23.4
JHML John Hancock Multifactor Large Cap ETF 0.8 29 37 5.5 +23.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.8 12 54 6.7 +24.3
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.8 61 5 -7.4 +10.2
IMCB iShares Morningstar Mid-Cap ETF 0.8 4 62 6.0 +23.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.8 65 1 4.2 +21.8
GSPY Gotham Enhanced 500 ETF 0.8 50 16 5.2 +22.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.8 75 -9 3.1 +20.7
FYX First Trust Small Cap Core AlphaDEX Fund 0.8 61 5 7.0 +24.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 57 5.6 +23.2
MOO VanEck Agribusiness ETF 0.8 53 13 9.2 +26.8
MAGA Point Bridge America First ETF 0.8 72 -6 6.3 +24.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 41 6.6 +24.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.7 15 51 6.3 +23.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.7 12 54 7.3 +24.9
CHGX AXS Change Finance ESG ETF 0.7 49 17 4.9 +22.5
DFAC Dimensional U.S. Core Equity 2 ETF 0.7 17 49 5.5 +23.2
MDY SPDR S&P Midcap 400 ETF Trust 0.7 23 43 6.7 +24.3
EMC Global X Emerging Markets Great Consumer ETF 0.7 75 -9 4.9 +22.5
MDYV SPDR S&P 400 Mid Cap Value ETF 0.7 15 51 8.3 +25.9
IJJ iShares S&P Mid-Cap 400 Value ETF 0.7 18 48 8.2 +25.9
EQWL Invesco S&P 100 Equal Weight ETF 0.7 25 41 6.5 +24.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.7 3 63 6.9 +24.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.7 58 8 4.3 +21.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.7 35 31 4.6 +22.2
PEXL Pacer US Export Leaders ETF 0.7 60 6 5.3 +22.9
IJH iShares Core S&P Mid-Cap ETF 0.7 5 61 34.5 +52.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 15 51 7.6 +25.3
EPS WisdomTree U.S. LargeCap Fund 0.7 8 58 6.2 +23.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.7 15 51 5.7 +23.3
IJK iShares S&P Mid-Cap 400 Growth ETF 0.7 17 49 5.6 +23.3
SMDY Syntax Stratified MidCap ETF 0.7 35 31 6.2 +23.8
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 10 56 6.9 +24.5
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 24 6.0 +23.7
DFAT Dimensional U.S. Targeted Value ETF 0.7 28 38 8.2 +25.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.7 35 31 7.0 +24.6
LRND IQ U.S. Large Cap R&D Leaders ETF 0.7 14 52 6.0 +23.6
NULV Nuveen ESG Large-Cap Value ETF 0.7 26 40 7.2 +24.8
CGDV Capital Group Dividend Value ETF 0.7 33 33 5.7 +23.4
CID VictoryShares International High Div Volatility Wtd ETF 0.7 45 21 9.5 +27.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.7 60 6 6.7 +24.3
BLLD JPMorgan Sustainable Infrastructure ETF 0.7 49 17 6.3 +23.9
RWL Invesco S&P 500 Revenue ETF 0.6 39 27 6.5 +24.1
IMCV iShares Morningstar Mid-Cap Value ETF 0.6 6 60 8.0 +25.6
BLES Inspire Global Hope ETF 0.6 61 5 6.3 +23.9
TTAC FCF US Quality ETF 0.6 59 7 6.3 +23.9
INNO Harbor Disruptive Innovation ETF 0.6 75 -9 -3.6 +14.0
FSMD Fidelity Small-Mid Multifactor ETF 0.6 15 51 7.2 +24.8
DFUV Dimensional US Marketwide Value ETF 0.6 22 44 7.6 +25.2
HAP VanEck Natural Resources ETF 0.6 50 16 8.9 +26.5
EMM Global X Emerging Markets ETF 0.6 75 -9 3.9 +21.5
FXL First Trust Technology AlphaDEX Fund 0.6 61 5 3.7 +21.3
EXI iShares Global Industrials ETF 0.6 42 24 4.7 +22.3
JMOM JPMorgan U.S. Momentum Factor ETF 0.6 12 54 4.7 +22.3
FEX First Trust Large Cap Core AlphaDEX Fund 0.6 59 7 5.5 +23.1
DFNV Donoghue Forlines Innovation ETF 0.6 69 -3 5.2 +22.8
MXI iShares Global Materials ETF 0.6 41 25 6.8 +24.5
VGT Vanguard Information Technology ETF 0.6 10 56 4.4 +22.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.6 65 1 1.9 +19.5
SPMO Invesco S&P 500 Momentum ETF 0.6 13 53 4.0 +21.6
CACG ClearBridge All Cap Growth ESG ETF 0.6 54 12 3.1 +20.7
IYJ iShares U.S. Industrials ETF 0.6 40 26 4.7 +22.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 6 6.2 +23.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.5 11 55 5.1 +22.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.5 65 1 7.9 +25.5
DFLV Dimensional US Large Cap Value ETF 0.5 22 44 8.0 +25.6
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 60 8.1 +25.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.5 15 51 6.6 +24.2
FTEC Fidelity MSCI Information Technology Index ETF 0.5 8 58 4.4 +22.1
SHPP Pacer Industrials and Logistics ETF 0.5 60 6 8.2 +25.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 46 6.3 +23.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.5 24 42 8.0 +25.6
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 28 8.7 +26.3
LRGE ClearBridge Large Cap Growth ESG ETF 0.5 59 7 3.1 +20.7
SCHM Schwab U.S. Mid-Cap ETF 0.5 4 62 6.2 +23.8
RPV Invesco S&P 500 Pure Value ETF 0.5 35 31 10.1 +27.7
FFTY Innovator IBD 50 ETF 0.5 80 -14 -0.5 +17.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.5 40 26 5.8 +23.4
CFA VictoryShares US 500 Volatility Wtd ETF 0.5 35 31 5.9 +23.5
AFSM First Trust Active Factor Small Cap ETF 0.5 75 -9 7.7 +25.3
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 39 7.6 +25.3
VLU SPDR S&P 1500 Value Tilt ETF 0.5 12 54 7.1 +24.7
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.5 95 -29 10.6 +28.2
VPU Vanguard Utilities ETF 0.5 10 56 6.7 +24.3
FUTY Fidelity MSCI Utilities Index ETF 0.5 8 58 6.7 +24.3
DGT SPDR Global Dow ETF 0.5 50 16 6.6 +24.2
OALC OneAscent Large Cap Core ETF 0.5 86 -20 5.8 +23.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 62 6.1 +23.7
SYNB Putnam BioRevolution ETF 0.4 70 -4 2.9 +20.5
EZM WisdomTree U.S. MidCap Fund 0.4 38 28 8.2 +25.8
IGM iShares Expanded Tech Sector ETF 0.4 41 25 4.0 +21.7
SDY SPDR S&P Dividend ETF 0.4 35 31 6.5 +24.1
GLOF iShares Global Equity Factor ETF 0.4 20 46 7.1 +24.7
PSC Principal U.S. Small-Cap ETF 0.4 38 28 7.8 +25.4
VAMO Cambria Value & Momentum ETF 0.4 61 5 10.2 +27.8
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 28 8.1 +25.7
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 41 10.1 +27.7
IUS Invesco RAFI Strategic US ETF 0.4 19 47 7.1 +24.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.4 15 51 7.0 +24.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.4 18 48 7.6 +25.3
ONEO SPDR Russell 1000 Momentum Focus ETF 0.4 20 46 7.0 +24.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 46 7.8 +25.4
QLV FlexShares US Quality Low Volatility Index Fund 0.4 22 44 4.9 +22.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.4 29 37 7.3 +24.9
MCHI iShares MSCI China ETF 0.4 59 7 9.1 +26.7
VFMO Vanguard U.S. Momentum Factor ETF 0.4 13 53 2.7 +20.3
USXF iShares ESG Advanced MSCI USA ETF 0.4 10 56 4.8 +22.4
VFQY Vanguard U.S. Quality Factor ETF 0.4 13 53 6.9 +24.5
FTXL First Trust Nasdaq Semiconductor ETF 0.4 60 6 5.7 +23.3
GXC SPDR S&P China ETF 0.4 59 7 9.1 +26.7
DEUS Xtrackers Russell US Multifactor ETF 0.4 17 49 6.9 +24.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.4 60 6 5.9 +23.5
SPVU Invesco S&P 500 Enhanced Value ETF 0.4 13 53 9.5 +27.1
IWD iShares Russell 1000 Value ETF 0.4 19 47 6.6 +24.2
VONV Vanguard Russell 1000 Value ETF 0.4 8 58 6.7 +24.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.4 35 31 7.4 +25.0
WRND IQ Global Equity R&D Leaders ETF 0.4 18 48 6.9 +24.5
RSHO Tema American Reshoring ETF 0.4 75 -9 3.3 +20.9
KALL KraneShares MSCI All China Index ETF 0.3 49 17 9.6 +27.2
FPXI First Trust International Equity Opportunities ETF 0.3 70 -4 3.4 +21.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.3 80 -14 6.4 +24.0
IYT iShares US Transportation ETF 0.3 40 26 1.9 +19.6
SMMD iShares Russell 2500 ETF 0.3 15 51 5.9 +23.5
XLK Technology Select Sector SPDR Fund 0.3 9 57 4.8 +22.4
VFMF Vanguard U.S. Multifactor ETF 0.3 18 48 8.6 +26.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 41 8.8 +26.4
VLUE iShares MSCI USA Value Factor ETF 0.3 15 51 10.6 +28.2
SOXX iShares Semiconductor ETF 0.3 35 31 5.0 +22.6
SMH VanEck Semiconductor ETF 0.3 35 31 3.9 +21.5
RNSC Furst Trust Small Cap US Equity Select ETF 0.3 60 6 8.0 +25.6
IUSV iShares Core S&P US Value ETF 0.3 4 62 6.8 +24.4
FSST Fidelity Sustainable U.S. Equity ETF 0.3 59 7 4.7 +22.3
DFSV Dimensional US Small Cap Value ETF 0.3 31 35 8.8 +26.4
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.3 18 48 7.7 +25.3
IVE iShares S&P 500 Value ETF 0.3 18 48 6.6 +24.2
SPYV SPDR Portfolio S&P 500 Value ETF 0.3 4 62 6.7 +24.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.3 49 17 5.1 +22.7
XPND First Trust Expanded Technology ETF 0.3 65 1 3.9 +21.5
PRF Invesco FTSE RAFI US 1000 ETF 0.2 39 27 6.5 +24.1
DEHP Dimensional Emerging Markets High Profitability ETF 0.2 41 25 7.0 +24.6
CN Xtrackers MSCI All China Equity ETF 0.2 50 16 9.2 +26.8
RNLC First Trust Large Cap US Equity Select ETF 0.2 60 6 6.0 +23.6
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 41 6.8 +24.5
PICK iShares MSCI Global Metals & Mining Producers ETF 0.2 39 27 11.3 +28.9
DRLL Strive U.S. Energy ETF 0.2 41 25 7.4 +25.0
IDU iShares U.S. Utilities ETF 0.2 40 26 5.9 +23.5
IXN iShares Global Tech ETF 0.2 41 25 4.1 +21.7
LDEM iShares ESG MSCI EM Leaders ETF 0.2 17 49 7.8 +25.4
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 37 6.9 +24.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 7 59 6.4 +24.0
HAPI Harbor Human Capital Factor US Large Cap ETF 0.2 36 30 4.6 +22.2
EMXF iShares ESG Advanced MSCI EM ETF 0.2 16 50 7.5 +25.2
TPIF Timothy Plan International ETF 0.2 62 4 6.5 +24.1
SOXQ Invesco PHLX Semiconductor ETF 0.2 19 47 5.0 +22.6
BTHM BlackRock Future U.S. Themes ETF 0.2 60 6 4.5 +22.1
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 54 8.2 +25.9
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.2 61 5 4.8 +22.4
BKF iShares MSCI BIC ETF 0.2 69 -3 6.9 +24.5
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 51 7.5 +25.2
ROUS Hartford Multifactor US Equity ETF 0.2 19 47 6.3 +23.9
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 41 6.9 +24.5
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.2 20 46 7.4 +25.0
VOE Vanguard Mid-Cap Value ETF 0.2 7 59 7.4 +25.0
SCHC Schwab International Small-Cap Equity ETF 0.2 11 55 5.9 +23.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 19 9.6 +27.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 27 8.7 +26.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 46 4.9 +22.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 37 6.1 +23.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 27 8.5 +26.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.2 29 37 9.1 +26.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.2 50 16 4.3 +21.9
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 51 6.0 +23.6
ITAN Sparkline Intangible Value ETF 0.2 50 16 5.9 +23.5
FVAL Fidelity Value Factor ETF 0.2 15 51 7.0 +24.6
ROAM Hartford Multifactor Emerging Markets ETF 0.2 44 22 11.4 +29.1
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 62 6.6 +24.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.2 75 -9 4.5 +22.2
EWC iShares MSCI Canada ETF 0.2 50 16 6.9 +24.5
SAGP Strategas Global Policy Opportunities ETF 0.2 65 1 4.4 +22.0
BBCA JPMorgan BetaBuilders Canada ETF 0.2 19 47 7.1 +24.7
KRUZ Unusual Whales Subversive Republican Trading ETF 0.2 75 -9 4.7 +22.3
FLDZ RiverNorth Patriot ETF 0.2 75 -9 6.0 +23.6
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 1 7.7 +25.4
QVML Invesco S&P 500 QVM Multi-factor ETF 0.2 11 55 5.0 +22.7
VBR Vanguard Small Cap Value ETF 0.2 7 59 8.2 +25.8
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 51 5.9 +23.5
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.1 32 34 5.6 +23.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.1 10 56 5.3 +22.9
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 41 7.4 +25.1
ILCV iShares Morningstar Value ETF 0.1 4 62 6.6 +24.3
HLGE Hartford Longevity Economy ETF 0.1 44 22 6.4 +24.0
CIL VictoryShares International Volatility Wtd ETF 0.1 45 21 6.7 +24.3
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.1 51 15 6.6 +24.2
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 17 6.4 +24.0
EEMA iShares MSCI Emerging Markets Asia ETF 0.1 49 17 6.7 +24.3
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 48 6.7 +24.3
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 51 7.4 +25.0
SPHQ Invesco S&P 500 Quality ETF 0.1 15 51 5.3 +22.9
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 70 -4 6.4 +24.0
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 36 7.4 +25.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 17 5.9 +23.5
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.1 50 16 5.7 +23.3
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 59 1.6 +19.3
VFVA Vanguard U.S. Value Factor ETF 0.1 13 53 10.8 +28.4
AVEM Avantis Emerging Markets Equity ETF 0.1 33 33 8.7 +26.3
ISZE iShares MSCI Intl Size Factor ETF 0.1 30 36 6.6 +24.3
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -23 4.5 +22.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 1 7.5 +25.2
IYW iShares U.S. Technology ETF 0.1 40 26 4.2 +21.9
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 57 1.1 +18.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 0 -0.6 +17.0
EEM iShares MSCI Emerging Markets ETF 0.1 69 -3 -1.0 +16.6
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 30 -12.9 +4.8
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 38 6.5 +24.1
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -4 7.0 +24.7
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 49 17 11.2 +28.9
IGE iShares North American Natural Resources ETF 0.1 41 25 7.2 +24.8
VIG Vanguard Dividend Appreciation ETF 0.1 6 60 5.6 +23.2
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 36 5.9 +23.5
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 51 5.2 +22.8
APIE ActivePassive International Equity ETF 0.1 45 21 7.8 +25.4
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 73 -7 11.5 +29.1
AVES Avantis Emerging Markets Value ETF 0.1 36 30 11.7 +29.3
XSHQ Invesco S&P SmallCap Quality ETF 0.1 29 37 9.5 +27.1
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 36 6.7 +24.3
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 48 4.0 +21.6
PFM Invesco Dividend Achievers ETF 0.1 53 13 5.6 +23.2
DGRO iShares Core Dividend Growth ETF 0.1 8 58 6.4 +24.0
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 31 7.6 +25.2
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -9 4.6 +22.2
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 38 6.0 +23.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.0 39 27 6.7 +24.3
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 59 5.0 +22.6
RECS Columbia Research Enhanced Core ETF 0.0 15 51 5.4 +23.1
DUHP Dimensional US High Profitability ETF 0.0 21 45 6.8 +24.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 27 7.5 +25.1
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 17 5.8 +23.4
STXD Strive 1000 Dividend Growth ETF 0.0 35 31 5.2 +22.8
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 34 32 4.8 +22.4
HKND Humankind US Stock ETF 0.0 11 55 6.7 +24.3
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 28 8.0 +25.6
DLN WisdomTree U.S. LargeCap Dividend Fund 0.0 28 38 6.2 +23.8
DFEV Dimensional Emerging Markets Value ETF 0.0 43 23 10.7 +28.4
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 58 -0.0 +17.6
STXV Strive 1000 Value ETF 0.0 18 48 7.9 +25.6
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 34 6.1 +23.7
VTV Vanguard Value ETF 0.0 4 62 7.0 +24.6
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 25 6.6 +24.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 63 6.8 +24.4
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 62 6.7 +24.4
VSGX Vanguard ESG International Stock ETF 0.0 12 54 4.3 +21.9
VXUS Vanguard Total International Stock ETF 0.0 7 59 5.2 +22.8
VEA Vanguard FTSE Developed Markets ETF 0.0 5 61 6.9 +24.5
DFIS Dimensional International Small Cap ETF 0.0 39 27 6.6 +24.2
DEW WisdomTree Global High Dividend Fund 0.0 58 8 9.1 +26.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 27 7.5 +25.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 36 7.7 +25.3
FAB First Trust Multi Cap Value AlphaDEX Fund 0.0 67 -1 9.4 +27.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 24 4.9 +22.6
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 36 8.3 +25.9
GWX SPDR S&P International Small Cap ETF 0.0 40 26 5.3 +22.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 8 58 5.1 +22.7
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 25 7.8 +25.4
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 40 26 6.0 +23.6
AVDE Avantis International Equity ETF 0.0 23 43 7.9 +25.5
DFAI Dimensional International Core Equity Market ETF 0.0 18 48 6.9 +24.5
IPAC iShares Core MSCI Pacific ETF 0.0 9 57 6.4 +24.0
DFIC Dimensional International Core Equity 2 ETF 0.0 23 43 7.4 +25.0
IEFA iShares Core MSCI EAFE ETF 0.0 7 59 6.6 +24.3
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.0 35 31 6.1 +23.7
CZA Invesco Zacks Mid-Cap ETF 0.0 72 -6 6.2 +23.9

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

  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

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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 -36.2 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 66 bp
Equals: ALTAR Score -17.6 %
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.