Invesco WilderHill Clean Energy ETF
ALTAR
Score™		 -8.1% info Recommen-
dation		 AVOID
2022E    2023E
P/E
ratio		 -19.2x P/Sales
ratio		 1.1x
P/BV
ratio		 3.0x Div.
yield		 0.4%


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

FUND BASICS
Category Global Equities
Fund Sponsor Invesco PowerShares
Website www.powershares.com
Inception date Mar 03, 2005
Assets (mns) $954
Currency USD
Expense ratio 61 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 73
Wgt avg mkt cap (mns) $16,788
Large cap (>$10bn) 14.6%
Mid cap ($2-10bn) 22.0%
Small cap (<$2bn) 42.4%
Developed mkts 86.5%
Emerging mkts 13.5%

TOP TEN HOLDINGS
ENERGY VAULT HOLDINGS INC 6.1 %
ALBEMARLE CORP 1.9 %
JINKOSOLAR HOLDING CO-ADR 1.8 %
LIVENT CORPORATION 1.8 %
QUIMICA Y MINERA CHIL-SP ADR 1.8 %
GENTHERM INC 1.7 %
ORMAT TECHNOLOGIES INC 1.7 %
ADVANCED ENERGY INDUSTRIES 1.7 %
JOBY AVIATION, INC. 1.7 %
ESCO TECHNOLOGIES INC 1.7 %
Total 21.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 68.9 %
CANADA 7.5 %
CHINA 7.0 %
INDIA 2.7 %
CHILE 1.8 %
GERMANY 1.5 %
SPAIN 1.4 %
SINGAPORE 1.4 %
ISRAEL 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.
-28.3% -41.1% 21.4% 9.4% -0.7%

Market Correlations
versus... Beta R-squared
S&P500 1.65 40%
MSCI EAFE 1.71 41%
MSCI Emg. Mkts. 1.64 44%

Technical Indicators
Recent close $46.80
30d moving avg. $55.03
Annualized volatility 49.0%
Short interest (ETF) 2.5%
Short interest (Underlying) 7.8%
Relative strength (RSI) 34

Liquidity measures
Avg. volume (thou.) 519
Turnover 2.6%
Bid/Ask (% of price) 0.18%
ADV underlying (mns) $29,548

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 679 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: 61 bp ALTAR Score™: -8.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PBW
Ticker Fund
Name		 Overlap1
vs PBW
(%)		 Expense
ratio
(bp)		 Savings
vs PBW
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs PBW
(%)
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 34.6 60 1 -1.1 +7.0
PBD Invesco Global Clean Energy ETF 34.4 75 -14 -0.7 +7.5
BNE Blue Horizon BNE ETF 29.5 87 -26 2.1 +10.2
CNRG SPDR S&P Kensho Clean Power ETF 27.4 45 16 1.9 +10.0
DTOX Amplify Cleaner Living ETF 26.6 59 2 -0.9 +7.2
SHFT iClima Distributed Renewable Energy Transition Leaders ETF 26.2 65 -4 -1.7 +6.4
ACES ALPS Clean Energy ETF 25.0 55 6 -0.6 +7.5
CTEC Global X CleanTech ETF 19.0 50 11 1.6 +9.7
FRNW Fidelity Clean Energy ETF 18.2 39 22 2.0 +10.2
CLMA iClima Global Decarbonization Transition Leaders ETF 18.1 65 -4 2.2 +10.3
ICLN iShares Global Clean Energy ETF 16.6 42 19 2.1 +10.2
TAN Invesco Solar ETF 16.5 69 -8 2.3 +10.4
BATT Amplify Lithium & Battery Technology ETF 16.2 59 2 2.7 +10.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 15.3 39 22 -1.1 +7.0
HAIL SPDR S&P Kensho Smart Mobility ETF 15.1 45 16 3.2 +11.4
RAYS Global X Solar ETF 14.4 50 11 2.4 +10.5
MVPS Amplify Thematic All-Stars ETF 13.9 49 12 2.1 +10.3
NZRO Strategy Shares Halt Climate Change ETF 13.8 95 -34 1.9 +10.0
DRIV Global X Autonomous & Electric Vehicles ETF 12.9 68 -7 4.4 +12.6
SOLR SmartETFs Sustainable Energy II Fund 12.5 79 -18 4.2 +12.3
SMOG VanEck Low Carbon Energy ETF 12.2 62 -1 1.9 +10.1
ERTH Invesco MSCI Sustainable Future ETF 11.3 55 6 4.2 +12.4
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 10.6 45 16 3.4 +11.5
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 10.1 70 -9 5.0 +13.1
WWOW Direxion World Without Waste ETF 9.7 50 11 0.6 +8.7
VCLN Virtus Duff & Phelps Clean Energy ETF 9.2 59 2 0.0 +8.1
EKAR Innovation Shares NextGen Vehicles & Technology ETF 9.1 65 -4 5.7 +13.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 8.7 70 -9 4.1 +12.2
WBAT WisdomTree Battery Value Chain and Innovation Fund 8.5 45 16 4.0 +12.1
ZGEN Generation Z ETF 8.4 60 1 -5.6 +2.6
SIMS SPDR S&P Kensho Intelligent Structures ETF 8.3 45 16 2.4 +10.5
NETZ Engine No 1 Transform Climate ETF 8.3 75 -14 6.2 +14.3
LIT Global X Lithium & Battery Tech ETF 8.2 75 -14 2.9 +11.0
GSFP Goldman Sachs Future Planet Equity ETF 7.9 75 -14 3.8 +11.9
SPRX Spear Alpha ETF 7.6 75 -14 1.7 +9.8
KOMP SPDR Kensho New Economies Composite ETF 7.1 20 41 0.9 +9.0
ETHO Etho Climate Leadership U.S. ETF 7.0 48 13 4.6 +12.7
XSD SPDR S&P Semiconductor ETF 6.9 35 26 6.1 +14.2
SPHB Invesco S&P 500 High Beta ETF 6.5 25 36 5.3 +13.5
CLNR IQ Cleaner Transport ETF 6.4 45 16 6.9 +15.1
CARZ First Trust NASDAQ Global Auto Index Fund 6.4 70 -9 5.3 +13.4
MOON Direxion Moonshot Innovators ETF 6.3 65 -4 -21.6 -13.5
FNI First Trust Chindia ETF 6.1 60 1 2.3 +10.4
PGJ Invesco Golden Dragon China ETF 6.1 69 -8 2.5 +10.6
ALFA AlphaClone Alternative Alpha ETF 6.0 65 -4 4.0 +12.1
GK AdvisorShares Gerber Kawasaki ETF 5.8 81 -20 4.4 +12.5
IDRV iShares Self-driving EV & Tech ETF 5.7 47 14 7.2 +15.3
FFND Future Fund Active ETF 5.6 101 -40 2.2 +10.3
GRZZ Grizzle Growth ETF 5.4 75 -14 6.5 +14.6
FXN First Trust Energy AlphaDEX Fund 5.2 64 -3 6.7 +14.8
UAV AdvisorShares Drone Technology ETF 5.1 99 -38 5.4 +13.5
DMAT Global X Disruptive Materials ETF 5.0 59 2 6.9 +15.0
SAMT Strategas Macro Thematic Opportunities ETF 4.9 65 -4 3.3 +11.4
GMET VanEck Green Metals ETF 4.8 59 2 8.5 +16.6
HYDR Global X Hydrogen ETF 4.6 50 11 -16.7 -8.6
ARKQ Ark Autonomous Tech. & Robotics ETF 4.6 75 -14 -2.3 +5.8
MOTO SmartETFs Smart Transportation & Technology ETF 4.6 68 -7 7.0 +15.1
AIRR First Trust RBA American Industrial Renaissance ETF 4.5 70 -9 6.7 +14.8
IQM Franklin Intelligent Machines ETF 4.5 50 11 3.7 +11.8
KGRN KraneShares MSCI China Clean Technology Index ETF 4.5 79 -18 7.8 +16.0
RNRG Global X Renewable Energy Producers ETF 4.5 65 -4 2.7 +10.8
REMX VanEck Rare Earth/Strategic Metals ETF 4.3 59 2 2.7 +10.8
WGRO WisdomTree U.S. Growth & Momentum Fund 4.2 55 6 7.1 +15.2
BICK First Trust BICK Index Fund 4.2 64 -3 5.0 +13.1
XITK SPDR FactSet Innovative Technology ETF 4.1 45 16 -3.2 +4.9
HJEN Direxion Hydrogen ETF 4.1 45 16 -3.2 +4.9
HDRO Defiance Next Gen H2 ETF 4.1 30 31 -4.6 +3.6
KGHG KraneShares Global Carbon Transformation ETF 4.1 89 -28 6.2 +14.3
DTEC ALPS Disruptive Technologies ETF 4.0 50 11 4.2 +12.3
SLT Pacer Salt High truBeta US Market ETF 4.0 60 1 0.0 +8.1
BOSS Global X Founder-Run Companies ETF 3.8 45 16 2.9 +11.0
TEMP JPMorgan Climate Change Solutions ETF 3.8 49 12 4.6 +12.7
FTXR First Trust Nasdaq Transportation ETF 3.6 60 1 5.6 +13.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.4 15 46 4.2 +12.3
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 3.4 96 -35 4.7 +12.8
SFYF SoFi 50 ETF 3.4 29 32 -2.4 +5.8
PSCT Invesco S&P SmallCap Information Technology ETF 3.4 29 32 6.2 +14.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.3 10 51 5.6 +13.7
XT iShares Exponential Technologies ETF 3.3 46 15 4.3 +12.4
WNDY Global X Wind Energy ETF 3.3 50 11 3.9 +12.1
ERSX ERShares NextGen Entrepreneurs ETF 3.3 75 -14 6.1 +14.2
AIEQ AI Powered Equity ETF 3.2 80 -19 3.5 +11.6
ARKX ARK Space Exploration & Innovation ETF 3.2 75 -14 2.9 +11.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.0 20 41 5.1 +13.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.9 10 51 5.7 +13.8
BECO BlackRock Future Climate and Sustainable Economy ETF 2.9 70 -9 4.9 +13.0
VBK Vanguard Small-Cap Growth Index Fund 2.9 7 54 2.5 +10.6
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.9 85 -24 4.8 +12.9
RPG Invesco S&P 500 Pure Growth ETF 2.9 35 26 6.8 +14.9
ECOZ TrueMark ESG Active Opportunities ETF 2.9 58 3 5.0 +13.1
ISRA VanEck Israel ETF 2.8 62 -1 7.0 +15.1
RYJ Invesco Raymond James SB-1 Equity ETF 2.8 75 -14 3.6 +11.7
PRN Invesco DWA Industrials Momentum ETF 2.7 60 1 6.4 +14.5
EATV VegTech Plant-based Innovation & Climate ETF 2.7 75 -14 -4.1 +4.0
BKUS BNY Mellon Sustainable US Equity ETF 2.7 60 1 5.2 +13.4
BTEK BlackRock Future Tech ETF 2.7 88 -27 0.6 +8.7
PEXL Pacer US Export Leaders ETF 2.6 60 1 6.2 +14.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.6 45 16 2.1 +10.2
IZRL ARK Israel Innovative Technology ETF 2.6 49 12 -7.7 +0.4
SLYG SPDR S&P 600 Small Cap Growth ETF 2.6 15 46 7.9 +16.0
IJT iShares S&P Small-Cap 600 Growth ETF 2.6 18 43 7.8 +15.9
IYE iShares U.S. Energy ETF 2.6 42 19 4.3 +12.4
BUZZ VanEck Social Sentiment ETF 2.6 75 -14 0.5 +8.6
IMCG iShares Morningstar Mid-Cap Growth ETF 2.5 6 55 4.5 +12.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.5 16 45 8.0 +16.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.4 95 -34 2.4 +10.5
CHIQ Global X MSCI China Consumer ETF 2.4 65 -4 2.4 +10.5
ECLN First Trust EIP Carbon Impact ETF 2.4 97 -36 3.3 +11.4
SDG iShares Sustainable MSCI Global Impact ETF 2.4 49 12 8.6 +16.7
VAW Vanguard Materials Index Fund 2.4 10 51 7.0 +15.1
NTZO Impact Shares MSCI Global Climate Select ETF 2.4 30 31 5.8 +14.0
FYC First Trust Small Cap Growth AlphaDEX Fund 2.4 71 -10 2.7 +10.9
FMAT Fidelity MSCI Materials Index ETF 2.4 8 53 7.0 +15.2
KESG KraneShares MSCI China ESG Leaders Index ETF 2.4 59 2 9.1 +17.3
IWO iShares Russell 2000 Growth ETF 2.3 24 37 1.0 +9.1
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 2.3 17 44 5.5 +13.6
VTWG Vanguard Russell 2000 Growth Index Fund 2.3 15 46 1.0 +9.2
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 2.3 50 11 3.1 +11.2
RYT Invesco S&P 500 Equal Weight Technology ETF 2.3 40 21 6.5 +14.6
NUSC Nuveen ESG Small-Cap ETF 2.3 30 31 5.7 +13.8
PSCI Invesco S&P SmallCap Industrials ETF 2.1 29 32 7.8 +15.9
IFRA iShares U.S. Infrastructure ETF 2.1 30 31 6.1 +14.2
JMOM JPMorgan U.S. Momentum Factor ETF 2.1 12 49 5.8 +14.0
MEME Roundhill MEME ETF 2.1 69 -8 -3.6 +4.5
ISCG iShares Morningstar Small-Cap Growth ETF 2.1 6 55 1.5 +9.6
IPO Renaissance IPO ETF 2.1 60 1 6.7 +14.8
ADRE Invesco BLDRS Emerging Markets 50 ADR Index Fund 2.1 30 31 7.5 +15.7
FBCG Fidelity Blue Chip Growth ETF 2.0 59 2 2.5 +10.6
JHMA John Hancock Multifactor Materials ETF 2.0 40 21 8.6 +16.7
ECNS iShares MSCI China Small-Cap ETF 2.0 59 2 13.2 +21.3
XSHQ Invesco S&P SmallCap Quality ETF 2.0 29 32 9.4 +17.5
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 2.0 21 40 3.9 +12.1
GURU Global X Guru Index ETF 2.0 75 -14 1.4 +9.5
SOXX iShares PHLX Semiconductor ETF 1.9 43 18 7.5 +15.6
SQEW LeaderShares Equity Skew ETF 1.9 75 -14 6.3 +14.4
MTUM iShares MSCI USA Momentum Factor ETF 1.9 15 46 5.4 +13.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.9 12 49 5.9 +14.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.9 35 26 10.5 +18.6
IYM iShares U.S. Basic Materials ETF 1.9 43 18 8.7 +16.8
EQRR ProShares Equities for Rising Rates ETF 1.9 35 26 6.9 +15.0
RTM Invesco S&P 500 Equal Weight Materials ETF 1.9 40 21 6.7 +14.9
XLB Materials Select Sector SPDR Fund 1.9 10 51 6.1 +14.2
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 1.9 75 -14 5.5 +13.6
SCHM Schwab U.S. Mid-Cap ETF 1.9 4 57 6.4 +14.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.9 35 26 5.9 +14.0
GIGE SoFi Gig Economy ETF 1.9 59 2 -6.7 +1.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.9 15 46 8.0 +16.1
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 41 6.2 +14.3
ILCG iShares Morningstar Growth ETF 1.8 4 57 4.5 +12.6
PAVE Global X U.S. Infrastructure Development ETF 1.8 47 14 7.2 +15.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.8 9 52 5.0 +13.1
CGGR Capital Group Growth ETF 1.8 39 22 4.6 +12.7
PSCM Invesco S&P SmallCap Materials ETF 1.8 29 32 6.0 +14.2
BKES BNY Mellon Sustainable Global Emerging Markets ETF 1.8 11 50 4.8 +12.9
JZRO Janus Henderson Net Zero Transition Resources ETF 1.8 60 1 6.5 +14.6
JHMT John Hancock Multifactor Technology ETF 1.8 40 21 6.3 +14.4
XMHQ Invesco S&P MidCap Quality ETF 1.8 25 36 8.2 +16.3
FTHI First Trust High Income ETF 1.8 85 -24 5.9 +14.0
FAN First Trust Global Wind Energy ETF 1.8 62 -1 3.8 +11.9
FRDM Freedom 100 Emerging Markets ETF 1.8 49 12 9.0 +17.1
ILF iShares Latin America 40 ETF 1.8 48 13 7.9 +16.0
FTAG First Trust Indxx Global Agriculture ETF 1.8 70 -9 6.7 +14.8
MOO VanEck Agribusiness ETF 1.8 56 5 5.5 +13.7
PBSM Invesco PureBeta MSCI USA Small Cap ETF 1.8 6 55 5.6 +13.7
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 49 7.4 +15.5
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 1.7 29 32 12.7 +20.9
CXSE WisdomTree China ex-State-Owned Enterprises Fund 1.7 32 29 6.3 +14.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.7 39 22 4.3 +12.4
IUSG iShares Core S&P US Growth ETF 1.7 4 57 5.7 +13.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.7 15 46 8.1 +16.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 47 5.9 +14.0
EMLP First Trust North American Energy Infrastructure Fund 1.7 96 -35 4.8 +12.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 58 5.6 +13.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.7 12 49 5.5 +13.6
VB Vanguard Small-Cap ETF 1.7 5 56 6.1 +14.2
SCHB Schwab U.S. Broad Market ETF 1.7 3 58 5.8 +13.9
ESGV Vanguard ESG U.S. Stock ETF 1.7 9 52 6.0 +14.1
XTN SPDR S&P Transportation ETF 1.7 35 26 1.1 +9.2
VTI Vanguard Total Stock Market Index Fund 1.7 3 58 5.5 +13.6
ROKT SPDR S&P Kensho Final Frontiers ETF 1.7 45 16 3.8 +11.9
FIW First Trust Water ETF 1.7 54 7 4.3 +12.4
PHO Invesco Water Resources ETF 1.7 60 1 4.1 +12.2
ISMD Inspire Small/Mid Cap Impact ETF 1.7 57 4 6.2 +14.3
IWV iShares Russell 3000 ETF 1.7 20 41 5.5 +13.6
VTHR Vanguard Russell 3000 Index Fund 1.7 10 51 5.6 +13.8
SPYG SPDR Portfolio S&P 500 Growth ETF 1.7 4 57 5.7 +13.8
VOOG Vanguard S&P 500 Growth ETF 1.7 10 51 5.6 +13.7
IVW iShares S&P 500 Growth ETF 1.7 18 43 5.5 +13.7
TINT ProShares Smart Materials ETF 1.7 58 3 5.5 +13.6
CHIK Global X MSCI China Information Technology ETF 1.6 65 -4 5.9 +14.1
SFYX Sofi Next 500 ETF 1.6 0 61 6.6 +14.7
IYY iShares Dow Jones U.S. ETF 1.6 20 41 5.7 +13.8
IJR iShares Core S&P Small Cap ETF 1.6 6 55 7.6 +15.7
SLY SPDR S&P 600 Small Cap ETF 1.6 15 46 7.5 +15.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 15 46 6.1 +14.2
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 58 5.9 +14.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.6 5 56 7.6 +15.8
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 10 51 7.6 +15.7
DFAU Dimensional US Core Equity Market ETF 1.6 12 49 6.2 +14.3
DFUS Dimensional U.S. Equity ETF 1.6 11 50 5.9 +14.1
SCHK Schwab 1000 Index ETF 1.6 5 56 5.9 +14.0
SPTM SPDR Portfolio Total Stock Market ETF 1.6 3 58 6.1 +14.2
MXI iShares Global Materials ETF 1.6 43 18 7.1 +15.2
SCHG Schwab U.S. Large-Cap Growth ETF 1.6 4 57 4.6 +12.8
FDMO Fidelity Momentum Factor ETF 1.6 29 32 5.1 +13.2
RNSC Small Cap US Equity Select ETF 1.6 60 1 8.4 +16.5
IWB iShares Russell 1000 ETF 1.6 15 46 5.9 +14.0
HLAL Wahed FTSE USA Shariah ETF 1.6 50 11 5.3 +13.5
VONE Vanguard Russell 1000 ETF 1.6 8 53 5.9 +14.0
VEGN US Vegan Climate ETF 1.6 60 1 5.6 +13.7
BSEA ETFMG Breakwave Sea Decarbonization Tech ETF 1.6 75 -14 0.7 +8.8
DSI iShares MSCI KLD 400 Social ETF 1.6 25 36 5.9 +14.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.6 15 46 6.7 +14.9
IJK iShares S&P Mid-Cap 400 Growth ETF 1.6 17 44 6.7 +14.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.6 7 54 5.6 +13.7
SCHX Schwab U.S. Large-Cap ETF 1.6 3 58 5.9 +14.0
RESP WisdomTree US ESG Fund of Benef Interest 1.6 28 33 7.2 +15.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.6 15 46 6.6 +14.8
VUG Vanguard Growth Index Fund 1.6 4 57 4.9 +13.0
MAGA Point Bridge GOP Stock Tracker ETF 1.6 72 -11 5.5 +13.6
SPXV ProShares S&P 500 Ex-Health Care ETF 1.6 27 34 5.6 +13.7
SPXN ProShares S&P 500 Ex-Financials ETF 1.6 27 34 5.6 +13.7
SCHA Schwab U.S. Small-Cap ETF 1.6 4 57 5.5 +13.6
XVV iShares ESG Screened S&P 500 ETF 1.6 8 53 6.0 +14.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.6 49 12 5.2 +13.3
MCHI iShares MSCI China ETF 1.6 59 2 9.8 +17.9
ESIX SPDR S&P SmallCap 600 ESG ETF 1.6 12 49 7.9 +16.0
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 32 5.7 +13.8
QQQN VictoryShares Nasdaq Next 50 ETF 1.5 18 43 6.1 +14.2
SUSA iShares MSCI USA ESG Select ETF 1.5 25 36 5.8 +13.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 59 5.9 +14.0
SPXE ProShares S&P 500 Ex-Energy ETF 1.5 27 34 5.9 +14.0
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.5 15 46 7.8 +15.9
FLM First Trust Global Engineering and Construction ETF 1.5 70 -9 7.7 +15.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 41 5.9 +14.0
XRMI Global X S&P 500 Risk Managed Income ETF 1.5 60 1 5.4 +13.5
XCLR Global X S&P 500 Collar 95-110 ETF 1.5 60 1 5.4 +13.5
IVV iShares Core S&P 500 ETF 1.5 3 58 6.0 +14.1
PBP Invesco S&P 500 BuyWrite ETF 1.5 49 12 5.5 +13.6
VOO VANGUARD S&P 500 ETF 1.5 3 58 6.0 +14.1
SPLG SPDR Portfolio S&P 500 ETF 1.5 3 58 6.0 +14.1
SPY SPDR S&P 500 ETF Trust 1.5 9 52 5.9 +14.1
XYLG Global X S&P 500 Covered Call & Growth ETF 1.5 60 1 5.4 +13.5
VFMO Vanguard U.S. Momentum Factor ETF 1.5 13 48 6.0 +14.1
XTR Global X S&P 500 Tail Risk ETF 1.5 60 1 5.6 +13.7
PBUS Invesco PureBeta MSCI USA ETF 1.5 4 57 5.9 +14.0
IWF iShares Russell 1000 Growth ETF 1.5 19 42 5.4 +13.5
XVOL Acruence Active Hedge U.S. Equity ETF 1.5 83 -22 5.2 +13.3
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 1.5 25 36 6.3 +14.4
VONG Vanguard Russell 1000 Growth Index Fund 1.5 8 53 5.5 +13.7
VOT Vanguard Mid-Cap Growth Index Fund 1.5 7 54 4.1 +12.3
SFY SoFi Select 500 ETF 1.5 0 61 5.9 +14.0
VOTE Engine No. 1 Transform 500 ETF 1.5 5 56 5.9 +14.0
CTRU ARK Transparency ETF 1.5 55 6 2.8 +10.9
FLCH Franklin FTSE China ETF 1.5 19 42 9.9 +18.0
SNSR Global X Internet of Things Thematic ETF 1.5 68 -7 5.1 +13.2
GNR SPDR S&P Global Natural Resources ETF 1.5 40 21 7.8 +15.9
XOUT GraniteShares XOUT U.S. Large Cap ETF 1.5 60 1 5.4 +13.5
BIBL Inspire ETF 1.5 35 26 5.5 +13.6
IQSU IQ Candriam ESG US Equity ETF 1.5 9 52 5.9 +14.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.5 15 46 6.0 +14.1
VV Vanguard Large-Cap Index Fund 1.5 4 57 5.8 +14.0
SPXT ProShares S&P 500 Ex-Technology ETF 1.5 27 34 6.0 +14.2
IWM iShares Russell 2000 ETF 1.5 19 42 1.5 +9.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.5 4 57 6.1 +14.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.5 9 52 6.0 +14.2
JHMM John Hancock Multifactor Mid Cap ETF 1.5 41 20 6.7 +14.8
TOK iShares MSCI Kokusai ETF 1.5 25 36 5.9 +14.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 63 -2 4.5 +12.6
IYC iShares U.S. Consumer Services ETF 1.5 43 18 4.3 +12.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.5 7 54 5.9 +14.0
ITEQ BlueStar Israel Technology ETF 1.5 75 -14 1.7 +9.8
VTWO Vanguard Russell 2000 Index Fund 1.5 10 51 1.7 +9.8
FPX First Trust US IPO Index Fund 1.4 57 4 2.5 +10.7
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 1.4 15 46 5.8 +14.0
VCR Vanguard Consumer Discretionary Index Fund 1.4 10 51 5.4 +13.5
IMCB iShares Morningstar Mid-Cap ETF 1.4 4 57 6.0 +14.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.4 8 53 5.5 +13.6
NACP Impact Shares NAACP Minority Empowerment ETF 1.4 49 12 5.9 +14.0
ENTR Entrepreneur 30 Fund 1.4 49 12 5.3 +13.4
ESGU iShares MSCI USA ESG Optimized ETF 1.4 15 46 5.8 +14.0
URTH iShares MSCI World ETF 1.4 24 37 5.9 +14.1
FTXL First Trust Nasdaq Semiconductor ETF 1.4 60 1 7.6 +15.7
IDAT iShares Cloud 5G and Tech ETF 1.4 47 14 6.4 +14.5
FSST Fidelity Sustainability U.S. Equity ETF 1.4 59 2 5.9 +14.0
DWAS Invesco DWA SmallCap Momentum ETF 1.4 60 1 4.4 +12.5
PUNK Subversive Metaverse ETF 1.4 75 -14 2.4 +10.5
XJH iShares ESG Screened S&P Mid-Cap ETF 1.4 12 49 7.6 +15.7
GSPY Gotham Enhanced 500 ETF 1.4 50 11 6.1 +14.3
KALL KraneShares MSCI All China Index ETF 1.4 49 12 10.5 +18.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 41 6.2 +14.3
SMMD iShares Russell 2500 ETF 1.4 15 46 6.4 +14.5
JHMC John Hancock Multifactor Consumer Discretionary ETF 1.4 40 21 5.1 +13.2
BKSE BNY Mellon US Small Cap Core Equity ETF 1.4 4 57 5.9 +14.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.4 60 1 5.2 +13.4
ACVF American Conservative Values ETF 1.4 75 -14 5.2 +13.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.4 30 31 6.8 +14.9
RFFC RiverFront Dynamic US Flex-Cap ETF 1.3 52 9 5.6 +13.7
MGK Vanguard Mega Cap Growth ETF 1.3 7 54 5.1 +13.2
GXC SPDR S&P China ETF 1.3 59 2 10.1 +18.2
VXF Vanguard Extended Market Index Fund 1.3 6 55 2.6 +10.7
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 1.3 17 44 6.2 +14.3
ESG FlexShares STOXX US ESG Impact Index Fund 1.3 32 29 5.8 +13.9
MGC Vanguard Mega Cap Index Fund 1.3 7 54 5.9 +14.0
IWL iShares Russell Top 200 ETF 1.3 15 46 5.8 +14.0
PYZ Invesco DWA Basic Materials Momentum ETF 1.3 60 1 9.2 +17.3
XME SPDR S&P Metals & Mining ETF 1.3 35 26 7.5 +15.6
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.3 70 -9 -12.8 -4.6
RGI Invesco S&P 500 Equal Weight Industrials ETF 1.3 40 21 4.3 +12.4
SYLD Cambria Shareholder Yield ETF 1.3 59 2 11.1 +19.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.3 9 52 6.3 +14.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.3 0 61 5.9 +14.0
MDY SPDR S&P Midcap 400 ETF Trust 1.3 23 38 7.3 +15.5
IWY iShares Russell Top 200 Growth ETF 1.3 20 41 5.7 +13.8
RAYD Rayliant Quantitative Developed Market Equity ETF 1.3 80 -19 8.9 +17.0
STLG iShares Factors US Growth Style ETF 1.3 25 36 7.9 +16.0
FLQL Franklin LibertyQ U.S. Equity ETF 1.3 15 46 7.0 +15.2
IUSA Amberwave Invest USA JSG Fund 1.3 67 -6 6.4 +14.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 51 6.0 +14.1
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 51 5.9 +14.1
NULC Nuveen ESG Large-Cap ETF 1.3 20 41 5.9 +14.0
GVIP Goldman Sachs Hedge Industry VIP ETF 1.3 45 16 5.8 +13.9
QQMG Invesco ESG NASDAQ 100 ETF 1.3 20 41 5.8 +13.9
OEF iShares S&P 100 ETF 1.3 20 41 5.8 +13.9
QQQM Invesco NASDAQ 100 ETF 1.3 15 46 5.6 +13.7
XNTK SPDR NYSE Technology ETF 1.3 35 26 5.6 +13.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.3 60 1 5.6 +13.7
QQQ Invesco QQQ Trust 1.3 20 41 5.5 +13.6
XLG Invesco S&P 500 Top 50 ETF 1.3 20 41 5.4 +13.5
RXI iShares Global Consumer Discretionary ETF 1.3 43 18 5.3 +13.4
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.3 40 21 5.2 +13.3
QTR Global X NASDAQ 100 Tail Risk ETF 1.3 60 1 5.1 +13.2
AIQ Global X Future Analytics Tech ETF 1.3 68 -7 5.1 +13.2
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 1.3 60 1 5.1 +13.2
QYLD Global X NASDAQ 100 Covered Call ETF 1.3 60 1 5.1 +13.2
LGBT LGBTQ + ESG100 ETF 1.3 75 -14 5.0 +13.1
XLY Consumer Discretionary Select Sector SPDR Fund 1.3 10 51 5.0 +13.1
ACSI American Customer Satisfaction Core Alpha ETF 1.3 66 -5 4.9 +13.0
QCLR Global X NASDAQ 100 Collar 95-110 ETF 1.3 60 1 4.9 +13.0
QRMI Global X NASDAQ 100 Risk Managed Income ETF 1.3 60 1 4.9 +13.0
NUSI Nationwide Risk-Managed Income ETF 1.3 68 -7 4.8 +13.0
RUFF Alpha Dog ETF 1.3 90 -29 4.8 +12.9
PZLG Puzzle Mature Growth 1.3 10 51 4.7 +12.8
NULG Nuveen ESG Large-Cap Growth ETF 1.3 25 36 4.7 +12.8
PWB Invesco Dynamic Large Cap Growth ETF 1.3 56 5 4.6 +12.8
TMFC Motley Fool 100 Index ETF 1.3 50 11 4.6 +12.8
UBCB UBC Algorithmic Fundamentals ETF 1.3 75 -14 4.4 +12.6
LUXE Emles Luxury Goods ETF 1.3 60 1 4.1 +12.2
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 1.3 58 3 3.8 +11.9
THNQ ROBO Global Artificial Intelligence ETF 1.3 68 -7 3.3 +11.4
FDG American Century Focused Dynamic Growth ETF 1.3 45 16 3.2 +11.3
TIME Clockwise Capital Innovation ETF 1.3 95 -34 2.9 +11.0
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.3 60 1 2.1 +10.2
VBB Valkyrie Balance Sheet Opportunities ETF 1.3 75 -14 -2.1 +6.0
INNO Harbor Disruptive Innovation ETF 1.3 75 -14 -3.5 +4.6
BITQ Bitwise Crypto Industry Innovators ETF 1.3 85 -24 -5.7 +2.5
ARKK ARK Innovation ETF 1.3 75 -14 -7.1 +1.1
ARKW ARK Web x.0 ETF 1.3 83 -22 -16.8 -8.6
SPQQ Siren Large Cap Blend Index ETF 1.3 20 41 0.0 +8.1
ACWI iShares MSCI ACWI ETF 1.3 32 29 6.1 +14.2
IJH iShares Core S&P Mid-Cap ETF 1.3 5 56 7.5 +15.6
SPMD SPDR Portfolio Mid Cap ETF 1.3 5 56 7.5 +15.6
AVUS Avantis U.S. Equity ETF 1.3 15 46 6.8 +14.9
IVOO Vanguard S&P Mid-Cap 400 ETF 1.3 10 51 7.4 +15.5
LOPX Direxion Low Priced Stock ETF 1.3 50 11 -16.2 -8.0
EPS WisdomTree U.S. Earnings 500 Fund 1.3 8 53 7.4 +15.5
VT Vanguard Total World Stock ETF 1.3 8 53 6.3 +14.4
ISCB iShares Morningstar Small-Cap ETF 1.2 4 57 5.1 +13.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.2 75 -14 3.5 +11.6
QLC FlexShares US Quality Large Cap Index Fund 1.2 32 29 6.6 +14.7
DFAT Dimensional U.S. Targeted Value ETF 1.2 34 27 8.3 +16.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.2 30 31 9.5 +17.6
FEDX Emles Federal Contractors ETF 1.2 60 1 7.8 +15.9
KOCG FIS Knights of Columbus Global Belief ETF 1.2 75 -14 7.1 +15.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 52 6.1 +14.2
IWP iShares Russell Mid-Cap Growth ETF 1.2 23 38 4.3 +12.5
FIDU Fidelity MSCI Industrials Index ETF 1.2 8 53 6.1 +14.2
EQOP Natixis U.S. Equity Opportunities ETF 1.2 90 -29 6.0 +14.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.2 35 26 5.7 +13.8
VIS Vanguard Industrials Index Fund 1.1 10 51 5.7 +13.8
SIXA 6 Meridian Mega Cap Equity ETF 1.1 86 -25 7.3 +15.4
HAP VanEck Natural Resources ETF 1.1 49 12 6.4 +14.5
SSPY Syntax Stratified LargeCap ETF 1.1 30 31 6.4 +14.5
NIFE Direxion Fallen Knives ETF 1.1 50 11 -6.1 +2.1
CACG ClearBridge All Cap Growth ETF 1.1 53 8 4.3 +12.4
JHML John Hancock Multifactor Large Cap ETF 1.1 29 32 6.2 +14.3
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 1.1 12 49 6.2 +14.3
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 1.1 87 -26 7.0 +15.2
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 1.1 40 21 7.3 +15.4
IWR iShares Russell Midcap ETF 1.1 19 42 5.9 +14.0
CSML IQ Chaikin U.S. Small Cap ETF 1.1 35 26 5.8 +13.9
QGRO American Century STOXX U.S. Quality Growth ETF 1.1 29 32 7.6 +15.7
FYX First Trust Small Cap Core AlphaDEX Fund 1.1 63 -2 8.4 +16.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -9 4.4 +12.5
IUSS Invesco Strategic US Small Company ETF 1.1 23 38 6.2 +14.3
EWMC Invesco S&P MidCap 400 Equal Weight ETF 1.0 40 21 7.3 +15.4
EMMF WisdomTree Emerging Markets Multifactor Fund 1.0 48 13 11.3 +19.4
IJJ iShares S&P Mid-Cap 400 Value ETF 1.0 18 43 8.2 +16.3
MDYV SPDR S&P 400 Mid Cap Value ETF 1.0 15 46 8.2 +16.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.0 15 46 8.2 +16.3
KLCD KFA Large Cap Quality Dividend Index ETF 1.0 42 19 6.2 +14.3
NUMG Nuveen ESG Mid-Cap Growth ETF 1.0 30 31 4.3 +12.4
AFSM First Trust Active Factor Small Cap ETF 1.0 77 -16 8.1 +16.3
SOXQ Invesco PHLX Semiconductor ETF 1.0 0 61 7.9 +16.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.0 75 -14 5.6 +13.7
IWS iShares Russell Mid-Cap Value ETF 1.0 23 38 6.7 +14.8
EQWL Invesco Russell Top 200 Equal Weight ETF 1.0 25 36 7.0 +15.1
EUSA iShares MSCI USA Equal Weighted ETF 1.0 9 52 6.0 +14.1
DFAS Dimensional U.S. Small Cap ETF 1.0 34 27 6.7 +14.8
ACIO Aptus Collared Income Opportunity ETF 1.0 79 -18 5.2 +13.3
EMXF iShares ESG Advanced MSCI EM ETF 1.0 16 45 8.6 +16.7
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.0 25 36 6.0 +14.2
MMLG First Trust Multi-Manager Large Growth ETF 1.0 85 -24 3.0 +11.1
LRND IQ U.S. Large Cap R&D Leaders ETF 1.0 14 47 7.4 +15.5
RSP Invesco S&P 500 Equal Weight ETF 1.0 20 41 6.2 +14.4
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.0 60 1 -14.9 -6.8
PTF Invesco DWA Technology Momentum ETF 1.0 60 1 4.7 +12.8
EQUL IQ Engender Equality ETF 1.0 45 16 7.3 +15.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.0 58 3 5.5 +13.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.9 9 52 5.7 +13.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.9 29 32 8.1 +16.2
WWJD Inspire International ESG ETF 0.9 80 -19 6.1 +14.2
FNX First Trust Mid Cap Core AlphaDEX Fund 0.9 60 1 7.6 +15.7
FXZ First Trust Materials AlphaDEX Fund 0.9 67 -6 11.9 +20.0
VBR Vanguard Small Cap Value Index Fund 0.9 7 54 8.2 +16.3
YPS Arrow Reverse Cap 500 ETF 0.9 29 32 6.1 +14.3
TCHI iShares MSCI China Multisector Tech ETF 0.9 59 2 4.0 +12.1
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 0.9 69 -8 6.5 +14.7
BKF iShares MSCI BRIC ETF 0.9 70 -9 9.1 +17.2
VAMO Cambria Value & Momentum ETF 0.9 64 -3 9.8 +17.9
VO Vanguard Mid-Cap Index Fund 0.9 4 57 5.6 +13.8
CN Xtrackers MSCI All China Equity ETF 0.9 50 11 10.2 +18.3
PIO Invesco Global Water ETF 0.9 75 -14 4.6 +12.7
SSLY Syntax Stratified SmallCap ETF 0.9 40 21 7.3 +15.4
FPXI First Trust International Equity Opportunities ETF 0.9 70 -9 2.9 +11.0
IWC iShares Micro-Cap ETF 0.9 60 1 -21.9 -13.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.9 19 42 6.6 +14.8
DEIF Sterling Capital Diverse Multi-Manager Active ETF 0.9 65 -4 6.4 +14.5
HEET Hartford Schroders ESG US Equity ETF 0.9 39 22 6.6 +14.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.9 24 37 7.6 +15.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.8 39 22 9.0 +17.1
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.8 19 42 8.0 +16.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.8 60 1 10.8 +18.9
GLIF AGFiQ Global Infrastructure ETF 0.8 45 16 4.5 +12.6
TMFX Motley Fool Next Index ETF 0.8 50 11 3.7 +11.8
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.8 63 -2 8.5 +16.6
RNMC Mid Cap US Equity Select ETF 0.8 60 1 7.7 +15.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 41 6.8 +15.0
AVSC Avantis U.S Small Cap Equity ETF 0.8 25 36 5.2 +13.3
ADME Aptus Drawdown Managed Equity ETF 0.8 79 -18 4.8 +12.9
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.8 20 41 7.6 +15.7
DFSV Dimensional US Small Cap Value ETF 0.8 31 30 8.7 +16.8
JHMI John Hancock Multifactor Industrials ETF 0.8 40 21 6.8 +14.9
TPSC Timothy Plan US Small Cap Core ETF 0.8 52 9 8.3 +16.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.8 15 46 7.6 +15.7
JSML Janus Henderson Small Cap Growth Alpha ETF 0.8 30 31 9.6 +17.7
IJS iShares S&P Small-cap 600 Value ETF 0.8 18 43 7.6 +15.7
SLYV SPDR S&P 600 Small Cap Value ETF 0.8 15 46 7.6 +15.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 -4 10.2 +18.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 32 7.0 +15.2
XRT SPDR S&P Retail ETF 0.8 35 26 7.0 +15.1
ONEO SPDR Russell 1000 Momentum Focus ETF 0.8 20 41 8.0 +16.1
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 36 7.5 +15.6
RYLD Global X Russell 2000 Covered Call ETF 0.8 60 1 1.2 +9.3
DGT SPDR Global Dow ETF 0.7 50 11 7.5 +15.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.7 75 -14 8.8 +17.0
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.7 35 26 8.4 +16.5
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 0.7 49 12 6.4 +14.6
IWN iShares Russell 2000 Value ETF 0.7 24 37 2.2 +10.3
TPLC Timothy Plan US Large Cap Core ETF 0.7 52 9 5.9 +14.0
VTWV Vanguard Russell 2000 Value Index Fund 0.7 15 46 2.6 +10.8
VUSE Vident Core US Equity Fund 0.7 48 13 10.1 +18.2
FSMD Fidelity Small-Mid Factor ETF 0.7 29 32 8.4 +16.5
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 32 6.4 +14.5
SIZE iShares MSCI USA Size Factor ETF 0.7 15 46 6.2 +14.3
SQLV Legg Mason Small-Cap Quality Value 0.7 61 0 9.7 +17.9
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 0.7 127 -66 4.2 +12.3
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.7 25 36 8.1 +16.2
XSMO Invesco S&P SmallCap Momentum ETF 0.6 39 22 8.9 +17.0
OCEN IQ Clean Oceans ETF 0.6 45 16 6.5 +14.6
AFMC First Trust Active Factor Mid Cap ETF 0.6 65 -4 9.0 +17.1
FEX First Trust Large Cap Core AlphaDEX Fund 0.6 59 2 7.5 +15.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.6 15 46 7.8 +15.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.6 65 -4 3.0 +11.1
PDP Invesco DWA Momentum ETF 0.6 62 -1 5.0 +13.1
SMDY Syntax Stratified MidCap ETF 0.6 35 26 6.8 +14.9
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 19 6.5 +14.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 41 7.2 +15.4
AFLG First Trust Active Factor Large Cap ETF 0.6 55 6 7.0 +15.1
TRYP SonicShares Airlines, Hotels, Cruise Lines ETF 0.6 75 -14 -3.6 +4.6
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.6 17 44 7.6 +15.7
EEMA iShares MSCI Emerging Markets Asia ETF 0.6 50 11 7.8 +15.9
XLI Industrial Select Sector SPDR Fund 0.6 10 51 5.8 +13.9
FNK First Trust Mid Cap Value AlphaDEX Fund 0.6 70 -9 9.6 +17.7
FDWM Fidelity Women's Leadership ETF 0.6 59 2 6.0 +14.2
EZM WisdomTree U.S. MidCap Earnings Fund 0.6 38 23 9.8 +18.0
FXU First Trust Utilities AlphaDEX Fund 0.6 62 -1 6.2 +14.3
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.6 15 46 8.6 +16.8
FTEC Fidelity MSCI Information Technology Index ETF 0.6 8 53 5.7 +13.8
VGT Vanguard Information Technology Index Fund 0.6 10 51 5.7 +13.8
FLDZ RiverNorth Volition America Patriot ETF 0.6 70 -9 5.5 +13.7
IGM iShares Expanded Tech Sector ETF 0.6 43 18 5.3 +13.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.6 18 43 7.4 +15.6
ROSC Hartford Multifactor Small Cap ETF 0.6 34 27 10.2 +18.3
GMF SPDR S&P Emerging Asia Pacific ETF 0.6 49 12 7.8 +15.9
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 39 5.5 +13.6
SPVM Invesco S&P 500 Value with Momentum ETF 0.6 39 22 8.7 +16.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.6 39 22 7.1 +15.2
FXL First Trust Technology AlphaDEX Fund 0.5 61 0 6.6 +14.7
SMH VanEck Semiconductor ETF 0.5 35 26 7.2 +15.3
VWO Vanguard FTSE Emerging Markets ETF 0.5 10 51 8.3 +16.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.5 65 -4 3.9 +12.1
BLES Inspire Global Hope Large Cap ETF 0.5 52 9 5.7 +13.8
ESGE iShares ESG Aware MSCI EM ETF 0.5 25 36 8.7 +16.8
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.5 70 -9 7.4 +15.5
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.5 32 29 6.9 +15.0
WRND IQ Global Equity R&D Leaders ETF 0.5 18 43 7.5 +15.6
VFQY Vanguard U.S. Quality Factor ETF 0.5 13 48 8.0 +16.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.5 30 31 8.3 +16.4
RWL Invesco S&P 500 Revenue ETF 0.5 39 22 6.7 +14.8
FLAX Franklin FTSE Asia Ex Japan ETF 0.5 19 42 7.8 +16.0
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.5 36 25 7.8 +15.9
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 55 7.2 +15.3
USXF iShares ESG Advanced MSCI USA ETF 0.5 10 51 5.9 +14.0
AVEM Avantis Emerging Markets Equity ETF 0.5 33 28 10.2 +18.4
FUTY Fidelity MSCI Utilities Index ETF 0.5 8 53 5.5 +13.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.5 20 41 7.1 +15.2
PBEE Invesco PureBeta FTSE Emerging Markets ETF 0.5 16 45 8.1 +16.2
EES WisdomTree SmallCap Earnings Fund 0.5 38 23 10.1 +18.2
SCHE Schwab Emerging Markets Equity ETF 0.5 11 50 8.3 +16.5
KRMA Global X Conscious Companies ETF 0.5 43 18 6.2 +14.3
AESR Anfield U.S. Equity Sector Rotation ETF 0.5 146 -85 4.5 +12.7
VSLU Applied Finance Valuation Large Cap ETF 0.5 49 12 7.2 +15.3
CFA VictoryShares US 500 Volatility Weighted Index ETF 0.5 35 26 6.5 +14.6
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.5 66 -5 7.4 +15.5
EEM iShares MSCI Emerging Markets ETF 0.5 70 -9 8.1 +16.2
GBGR Global Beta Momentum-Growth ETF 0.5 29 32 1.9 +10.0
SPEM SPDR Portfolio Emerging Markets ETF 0.5 11 50 8.7 +16.8
FINX Global X FinTech Thematic ETF 0.4 68 -7 5.9 +14.0
DEHP Dimensional Emerging Markets High Profitability ETF 0.4 41 20 8.7 +16.9
OALC OneAscent Large Cap Core ETF 0.4 76 -15 6.1 +14.2
DFAE Dimensional Emerging Core Equity Market ETF 0.4 35 26 8.9 +17.0
GLCN VanEck China Growth Leaders ETF 0.4 60 1 8.5 +16.6
IEMG iShares Core MSCI Emerging Markets ETF 0.4 11 50 8.6 +16.7
NUEM Nuveen ESG Emerging Markets Equity ETF 0.4 35 26 7.8 +15.9
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.4 30 31 9.4 +17.6
VPU Vanguard Utilities Index Fund 0.4 10 51 5.4 +13.5
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 36 9.2 +17.3
VOE Vanguard Mid-Cap Value Index Fund 0.4 7 54 6.9 +15.0
XLK Technology Select Sector SPDR Fund 0.4 10 51 5.9 +14.1
MXDU Nationwide Maximum Diversification US Core Equity ETF 0.4 34 27 5.7 +13.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.4 12 49 6.8 +14.9
JHEM John Hancock Multifactor Emerging Markets ETF 0.4 49 12 9.1 +17.2
VLU SPDR S&P 1500 Value Tilt ETF 0.4 12 49 7.8 +15.9
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.4 20 41 8.7 +16.8
REMG SPDR Bloomberg SASB Emerging Markets ESG Select ETF 0.4 16 45 8.9 +17.0
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.4 64 -3 7.4 +15.5
VONV Vanguard Russell 1000 Value Index Fund 0.4 8 53 7.1 +15.2
LDEM iShares ESG MSCI EM Leaders ETF 0.4 16 45 8.7 +16.8
IWD iShares Russell 1000 Value ETF 0.4 19 42 6.9 +15.1
IDU iShares U.S. Utilities ETF 0.4 43 18 5.1 +13.3
IYJ iShares U.S. Industrials ETF 0.3 42 19 6.1 +14.2
SDY SPDR S&P Dividend ETF 0.3 35 26 6.3 +14.4
UMMA Wahed Dow Jones Islamic World ETF 0.3 65 -4 5.2 +13.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 22 9.2 +17.3
EXI iShares Global Industrials ETF 0.3 43 18 5.4 +13.5
BKEM BNY Mellon Emerging Markets Equity ETF 0.3 11 50 8.1 +16.3
JMIN JPMorgan U.S. Minimum Volatility ETF 0.3 12 49 5.9 +14.0
IUS Invesco Strategic US ETF 0.3 19 42 6.8 +14.9
VFMF Vanguard U.S. Multifactor ETF 0.3 19 42 9.1 +17.2
EWX SPDR S&P Emerging Markets Small Cap ETF 0.3 65 -4 8.1 +16.2
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 0.3 29 32 7.7 +15.8
SHE SPDR SSGA Gender Diversity Index ETF 0.3 20 41 5.8 +13.9
IXN iShares Global Tech ETF 0.3 43 18 5.3 +13.4
PSC Principal U.S. Small Cap Index ETF 0.3 38 23 7.2 +15.3
ISEM Invesco RAFI Strategic Emerging Markets ETF 0.3 35 26 12.3 +20.4
SCHV Schwab U.S. Large-Cap Value ETF 0.3 4 57 7.1 +15.2
XPND First Trust Expanded Technology ETF 0.3 65 -4 5.7 +13.8
FDEM Fidelity Emerging Markets Multifactor ETF 0.3 45 16 10.2 +18.4
RNLC Large Cap US Equity Select ETF 0.3 60 1 6.8 +14.9
KLDW Gavekal Knowledge Leaders Developed World ETF 0.3 75 -14 0.0 +8.1
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 11 50 6.1 +14.2
IYT iShares Transportation Average ETF 0.2 42 19 2.9 +11.0
BFOR Barron's 400 ETF 0.2 70 -9 8.6 +16.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 30 31 7.0 +15.1
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 55 8.0 +16.1
PRF Invesco FTSE RAFI US 1000 ETF 0.2 39 22 7.2 +15.3
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.2 38 23 9.4 +17.5
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 71 -10 7.1 +15.2
IETC iShares Evolved U.S. Technology ETF 0.2 18 43 5.3 +13.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.2 39 22 9.3 +17.4
VIG Vanguard Dividend Appreciation Index Fund 0.2 6 55 6.3 +14.4
NULV Nuveen ESG Large-Cap Value ETF 0.2 25 36 7.1 +15.2
IGE iShares North American Natural Resources ETF 0.2 43 18 4.8 +12.9
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 31 7.2 +15.3
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 0.2 35 26 7.0 +15.1
FDM First Trust Dow Jones Select Microcap Index Fund 0.2 60 1 8.0 +16.1
PXH Invesco FTSE RAFI Emerging Markets ETF 0.2 50 11 13.0 +21.2
PICK iShares MSCI Global Metals & Mining Producers ETF 0.2 39 22 11.4 +19.5
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 70 -9 9.9 +18.0
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.2 25 36 7.0 +15.1
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.2 35 26 8.2 +16.3
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -28 6.4 +14.6
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.2 59 2 10.6 +18.7
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 23 8.4 +16.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 52 9 5.7 +13.8
IYW iShares U.S. Technology ETF 0.2 43 18 5.5 +13.7
AVES Avantis Emerging Markets Value ETF 0.2 36 25 13.6 +21.7
VDNI V-Shares US Leadership Diversity ETF 0.2 29 32 6.2 +14.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.2 20 41 5.9 +14.0
PFM Invesco Dividend Achievers ETF 0.2 53 8 6.1 +14.2
IUSV iShares Core S&P U.S. Value ETF 0.2 4 57 6.8 +14.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 8 53 7.4 +15.6
VSGX Vanguard ESG International Stock ETF 0.1 12 49 7.2 +15.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 32 29 7.3 +15.4
VXUS Vanguard Total International Stock ETF 0.1 8 53 7.4 +15.5
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.1 25 36 7.1 +15.3
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 50 6.3 +14.4
CGUS Capital Group Core Equity ETF 0.1 33 28 6.1 +14.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 20 6.9 +15.0
IXUS ishares Core MSCI Total International Stock ETF 0.1 9 52 7.3 +15.4
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 72 -11 12.0 +20.1
UEVM VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 0.1 45 16 14.0 +22.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.1 38 23 8.6 +16.7
RESE WisdomTree Emerging Markets ESG Fund 0.1 32 29 8.1 +16.2
VFVA Vanguard U.S. Value Factor ETF 0.1 14 47 11.0 +19.1
EMGF iShares MSCI Emerging Markets Multifactor ETF 0.1 45 16 11.8 +20.0
LRGF iShares Edge MSCI Multifactor USA ETF 0.1 20 41 8.2 +16.3
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 49 8.8 +16.9
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.1 35 26 6.4 +14.5
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 31 9.4 +17.5
IEIH iShares Evolved U.S. Innovative Healthcare ETF 0.1 18 43 4.9 +13.0
ILCV iShares Morningstar Value ETF 0.1 4 57 7.1 +15.2
VOOV Vanguard S&P 500 Value ETF 0.1 10 51 6.6 +14.8
IVE iShares S&P 500 Value ETF 0.1 18 43 6.6 +14.7
EFIV SPDR S&P 500 ESG ETF 0.1 10 51 5.9 +14.0
SPYV SPDR Portfolio S&P 500 Value ETF 0.1 4 57 6.7 +14.8
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 51 5.9 +14.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 42 6.6 +14.7
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.1 28 33 6.8 +14.9
JEMA JPMorgan Emerging Markets Equity Core ETF 0.1 39 22 8.0 +16.1
EWC iShares MSCI Canada ETF 0.1 51 10 6.9 +15.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.1 20 41 6.9 +15.0
SCHC Schwab International Small-Cap Equity ETF 0.1 11 50 5.6 +13.7
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 0.1 20 41 6.5 +14.6
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.1 20 41 4.9 +13.1
VTV Vanguard Value Index Fund 0.1 4 57 7.3 +15.4
DGRO iShares Core Dividend Growth ETF 0.1 8 53 7.3 +15.4
DUHP Dimensional US High Profitability ETF 0.1 22 39 7.7 +15.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.1 50 11 7.4 +15.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 11 5.6 +13.7
ISZE iShares Edge MSCI Intl Size Factor ETF 0.1 30 31 6.5 +14.6
QUS SPDR MSCI USA StrategicFactors ETF 0.1 15 46 6.4 +14.5
RAFE PIMCO RAFI ESG U.S. ETF 0.1 30 31 8.2 +16.3
DFEV Dimensional Emerging Markets Value ETF 0.0 43 18 13.3 +21.4
WOMN Impact Shares YWCA Women's Empowerment ETF 0.0 75 -14 6.0 +14.1
VFLQ Vanguard U.S. Liquidity Factor ETF 0.0 13 48 1.9 +10.0
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.0 45 16 8.8 +16.9
DLN WisdomTree U.S. LargeCap Dividend Fund 0.0 28 33 6.7 +14.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 31 30 8.4 +16.6
GWX SPDR S&P International Small Cap ETF 0.0 40 21 4.3 +12.4
ROAM Hartford Multifactor Emerging Markets ETF 0.0 44 17 11.4 +19.5
DTD WisdomTree U.S.Total Dividend Fund 0.0 28 33 6.9 +15.0
QWLD SPDR MSCI World StrategicFactors ETF 0.0 30 31 6.2 +14.3
IWX iShares Russell Top 200 Value ETF 0.0 20 41 7.0 +15.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 12 4.9 +13.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 22 7.4 +15.5
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.0 42 19 5.9 +14.0
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.0 23 38 7.8 +15.9
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 4 57 6.8 +14.9
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 40 21 5.6 +13.7
VEA Vanguard FTSE Developed Markets ETF 0.0 5 56 7.1 +15.2
IDEV iShares Core MSCI International Developed Markets ETF 0.0 5 56 6.9 +15.0
HKND Humankind US Stock ETF 0.0 11 50 6.8 +14.9
IPAC iShares Core MSCI Pacific ETF 0.0 9 52 6.7 +14.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 22 7.7 +15.8
IEFA iShares Core MSCI EAFE ETF 0.0 7 54 6.8 +15.0
DFIC Dimensional International Core Equity 2 ETF 0.0 23 38 6.8 +14.9
DFAI Dimensional International Core Equity Market ETF 0.0 18 43 6.7 +14.8

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
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 -23.2 %
Divided by: Fwd. P/BV 3.1 x
Less: Expense ratio 61 bp
Equals: ALTAR Score -8.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.47 CATEGORY
AVERAGE		 1.44
 
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.