Invesco WilderHill Clean Energy ETF
ALTAR
Score™		 -6.4% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 -18.1x P/Sales
ratio		 1.4x
P/BV
ratio		 1.6x 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) $190
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) $14,795
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
XPENG, INC. ADR SPONSORED CLASS A 3.5 %
MP MATERIALS CORP CLASS A 3.1 %
ALTUS POWER, INC. CLASS A 2.6 %
NEXTRACKER, INC. CLASS A 2.4 %
PREFORMED LINE PRODUCTS CO 2.2 %
ESCO TECHNOLOGIES INC 2.2 %
QUIMICA Y MINERA CHIL-SP ADR 2.2 %
AMPRIUS TECHNOLOGIES INC 2.1 %
ARRAY TECHNOLOGIES INC 2.0 %
NIO INC. SPONSORED ADR CLASS A 2.0 %
Total 24.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 72.7 %
CANADA 6.5 %
CHINA 4.9 %
INDIA 2.2 %
CHILE 1.5 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-21.3% -31.9% -14.0% -3.4% -6.2%

Market Correlations
versus... Beta R-squared
S&P500 1.61 50%
MSCI EAFE 1.39 36%
MSCI Emg. Mkts. 1.31 32%

Technical Indicators
Recent close $14.64
30d moving avg. $16.21
Annualized volatility 40.0%
Short interest (ETF) 4.6%
Short interest (Underlying) 7.8%
Relative strength (RSI) 40

Liquidity measures
Avg. volume (thou.) 408
Turnover 3.2%
Bid/Ask (% of price) 0.16%
ADV underlying (mns) $39,243

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 698 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™: -6.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PBW
Ticker Fund
Name		 Overlap1
vs PBW
(%)		 Expense
ratio
(bp)		 Savings
vs PBW
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs PBW
(%)
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 30.8 58 8 -3.9 +2.6
CNRG SPDR S&P Kensho Clean Power ETF 28.8 45 21 -0.1 +6.4
ACES ALPS Clean Energy ETF 26.2 55 11 -4.4 +2.0
FRNW Fidelity Clean Energy ETF 22.3 39 27 4.3 +10.8
PBD Invesco Global Clean Energy ETF 22.2 75 -9 0.5 +6.9
CTEC Global X CleanTech ETF 18.8 50 16 2.4 +8.8
TAN Invesco Solar ETF 17.6 67 -1 9.6 +16.0
RNEW VanEck Green Infrastructure ETF 16.5 45 21 -2.0 +4.4
CCSO Carbon Collective Climate Solutions US Equity ETF 14.4 35 31 2.0 +8.5
BATT Amplify Lithium & Battery Technology ETF 13.7 59 7 4.2 +10.6
SMOG VanEck Low Carbon Energy ETF 13.7 61 5 1.6 +8.1
HAIL SPDR S&P Kensho Smart Mobility ETF 12.8 45 21 2.3 +8.8
RAYS Global X Solar ETF 11.3 51 15 7.1 +13.6
ICLN iShares Global Clean Energy ETF 11.1 41 25 6.4 +12.8
ERTH Invesco MSCI Sustainable Future ETF 10.8 62 4 2.6 +9.1
DRIV Global X Autonomous & Electric Vehicles ETF 10.7 68 -2 7.5 +14.0
VCLN Virtus Duff & Phelps Clean Energy ETF 10.5 59 7 6.4 +12.8
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 9.6 72 -6 -1.2 +5.2
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 9.0 79 -13 6.2 +12.7
REMX VanEck Rare Earth/Strategic Metals ETF 8.8 54 12 5.9 +12.4
SETM Sprott Energy Transition Materials ETF 8.3 65 1 4.9 +11.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 8.2 45 21 0.0 +6.4
SIMS SPDR S&P Kensho Intelligent Structures ETF 7.3 45 21 8.5 +15.0
ETEC iShares Breakthrough Environmental Solutions ETF 7.3 47 19 6.4 +12.8
XSD SPDR S&P Semiconductor ETF 7.1 35 31 5.9 +12.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 6.4 58 8 5.7 +12.1
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 6.2 60 6 7.0 +13.4
SPHB Invesco S&P 500 High Beta ETF 6.2 25 41 5.9 +12.4
IBAT iShares Energy Storage & Materials ETF 6.2 47 19 5.6 +12.1
GSFP Goldman Sachs Future Planet Equity ETF 5.8 75 -9 5.0 +11.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 5.8 39 27 -1.2 +5.2
TRFM AAM Transformers ETF 5.8 49 17 2.1 +8.5
IDRV iShares Self-driving EV & Tech ETF 5.7 47 19 2.8 +9.2
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 5.7 85 -19 8.0 +14.4
PGJ Invesco Golden Dragon China ETF 5.7 70 -4 16.6 +23.0
LITP Sprott Lithium Miners ETF 5.7 65 1 5.4 +11.9
ILIT iShares Lithium Miners and Producers ETF 5.7 47 19 7.8 +14.2
LIT Global X Lithium & Battery Tech ETF 5.6 75 -9 6.6 +13.1
CARZ First Trust NASDAQ Global Auto Index Fund 5.5 70 -4 6.7 +13.1
MOTO SmartETFs Smart Transportation & Technology ETF 5.5 68 -2 8.5 +15.0
GMET VanEck Green Metals ETF 5.2 63 3 11.6 +18.0
VOLT Tema Electrification ETF 5.0 75 -9 3.4 +9.8
USRD Themes US R&D Champions ETF 4.9 29 37 6.1 +12.5
RNRG Global X Renewable Energy Producers ETF 4.9 66 0 6.1 +12.5
PSCT Invesco S&P SmallCap Information Technology ETF 4.7 29 37 6.9 +13.3
QQQS Invesco NASDAQ Future Gen 200 ETF 4.7 20 46 -10.5 -4.0
CLNR IQ Cleaner Transport ETF 4.5 45 21 8.3 +14.7
HDRO Defiance Next Gen H2 ETF 4.5 30 36 -10.4 -4.0
MADE iShares U.S. Manufacturing ETF 4.3 40 26 6.4 +12.8
LIMI Themes Lithium & Battery Metal Miners ETF 4.2 35 31 0.0 +6.4
ARKQ ARK Autonomous Technology & Robotics ETF 4.1 75 -9 0.3 +6.7
RSPT Invesco S&P 500 Equal Weight Technology ETF 4.0 40 26 6.9 +13.3
DMAT Global X Disruptive Materials ETF 4.0 59 7 9.7 +16.1
ZAP Global X U.S. Electrification ETF 3.9 50 16 4.9 +11.4
TDV ProShares S&P Technology Dividend Aristocrats ETF 3.8 45 21 6.5 +13.0
OCFS Otter Creek Focus Strategy ETF 3.8 85 -19 5.0 +11.5
MGRO VanEck Morningstar Wide Moat Growth ETF 3.8 49 17 5.2 +11.6
PEXL Pacer US Export Leaders ETF 3.8 60 6 6.1 +12.5
SAMT Strategas Macro Thematic Opportunities ETF 3.7 65 1 3.9 +10.4
DTEC ALPS Disruptive Technologies ETF 3.7 50 16 4.4 +10.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.6 15 51 6.2 +12.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.5 20 46 5.0 +11.4
SFYF SoFi Social 50 ETF 3.5 29 37 0.2 +6.6
PSCI Invesco S&P SmallCap Industrials ETF 3.5 29 37 6.5 +12.9
SYNB Putnam BioRevolution ETF 3.5 70 -4 3.4 +9.9
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.4 40 26 8.6 +15.1
KOMP SPDR S&P Kensho New Economies Composite ETF 3.4 20 46 4.1 +10.5
ZSB USCF Sustainable Battery Metals Strategy Fund 3.4 61 5 18.8 +25.2
TMFX Motley Fool Next Index ETF 3.4 50 16 3.5 +10.0
TINT ProShares Smart Materials ETF 3.3 58 8 3.4 +9.9
MOO VanEck Agribusiness ETF 3.2 53 13 11.2 +17.6
MOAT VanEck Morningstar Wide Moat ETF 3.2 46 20 6.6 +13.0
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 3.2 60 6 5.9 +12.3
FTAG First Trust Indxx Global Agriculture ETF 3.2 70 -4 8.3 +14.8
IQM Franklin Intelligent Machines ETF 3.1 50 16 2.8 +9.3
PSCM Invesco S&P SmallCap Materials ETF 3.1 29 37 15.4 +21.9
XME SPDR S&P Metals & Mining ETF 3.1 35 31 10.7 +17.1
HYDR Global X Hydrogen ETF 3.0 50 16 -8.8 -2.4
NBDS Neuberger Berman Disrupters ETF 3.0 55 11 1.1 +7.5
FTGS First Trust Growth Strength ETF 3.0 60 6 6.0 +12.5
EV Mast Global Battery Recycling & Production ETF 3.0 65 1 12.7 +19.1
ARKX ARK Space Exploration & Innovation ETF 3.0 75 -9 -0.3 +6.1
LEAD Siren DIVCON Leaders Dividend ETF 3.0 43 23 4.9 +11.3
CCNR ALPS CoreCommodity Natural Resources ETF 3.0 39 27 11.4 +17.9
PRN Invesco Dorsey Wright Industrials Momentum ETF 3.0 60 6 3.5 +9.9
ETHO Etho Climate Leadership U.S. ETF 2.9 47 19 6.1 +12.6
TEMP JPMorgan Climate Change Solutions ETF 2.9 49 17 6.1 +12.5
VEGI iShares MSCI Agriculture Producers ETF 2.9 39 27 9.0 +15.4
HAP VanEck Natural Resources ETF 2.8 50 16 10.6 +17.0
OPTZ Optimize Strategy Index ETF 2.8 50 16 5.9 +12.3
OCEN IQ Clean Oceans ETF 2.8 45 21 6.4 +12.8
SOXX iShares Semiconductor ETF 2.8 35 31 6.9 +13.4
VAW Vanguard Materials ETF 2.8 10 56 6.9 +13.4
XLB Materials Select Sector SPDR Fund 2.8 8 58 6.7 +13.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.8 49 17 14.3 +20.7
FMAT Fidelity MSCI Materials Index ETF 2.8 8 58 7.0 +13.4
ITEQ BlueStar Israel Technology ETF 2.7 75 -9 2.2 +8.7
ROE Astoria US Quality Kings ETF 2.7 49 17 8.0 +14.4
TXS Texas Capital Texas Equity Index ETF 2.6 49 17 5.5 +12.0
ARKK ARK Innovation ETF 2.6 75 -9 -3.5 +3.0
SPRX Spear Alpha ETF 2.6 75 -9 0.0 +6.5
NIXT Research Affiliates Deletions ETF 2.6 9 57 4.2 +10.7
GRNY Fundstrat Granny Shots US Large Cap ETF 2.6 75 -9 4.1 +10.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.5 30 36 7.5 +14.0
AIS VistaShares Artificial Intelligence Supercycle ETF 2.5 75 -9 5.5 +11.9
FXG First Trust Consumer Staples AlphaDEX Fund 2.5 63 3 7.8 +14.3
FXZ First Trust Materials AlphaDEX Fund 2.5 61 5 12.1 +18.5
WDNA WisdomTree BioRevolution Fund 2.5 45 21 0.0 +6.4
VBK Vanguard Small-Cap Growth ETF 2.4 7 59 1.9 +8.3
MXI iShares Global Materials ETF 2.4 41 25 8.3 +14.8
IWO iShares Russell 2000 Growth ETF 2.4 24 42 1.6 +8.1
NANR SPDR S&P North American Natural Resources ETF 2.4 35 31 9.1 +15.5
VTWG Vanguard Russell 2000 Growth ETF 2.4 15 51 1.7 +8.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.4 60 6 2.3 +8.7
IPO Renaissance IPO ETF 2.4 60 6 5.3 +11.8
BKSE BNY Mellon US Small Cap Core Equity ETF 2.4 4 62 6.5 +12.9
XT iShares Exponential Technologies ETF 2.3 46 20 5.9 +12.4
VOT Vanguard Mid-Cap Growth ETF 2.3 7 59 4.0 +10.4
BUZZ VanEck Social Sentiment ETF 2.3 75 -9 -1.3 +5.2
STXK Strive Small-Cap ETF 2.3 18 48 6.0 +12.4
IJT iShares S&P Small-Cap 600 Growth ETF 2.3 18 48 5.6 +12.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.3 75 -9 3.7 +10.1
RPG Invesco S&P 500 Pure Growth ETF 2.3 35 31 3.9 +10.4
SMOT VanEck Morningstar SMID Moat ETF 2.2 49 17 7.9 +14.3
SLYG SPDR S&P 600 Small Cap Growth ETF 2.2 15 51 5.6 +12.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.2 15 51 5.8 +12.3
ROKT SPDR S&P Kensho Final Frontiers ETF 2.2 45 21 3.2 +9.6
GURU Global X Guru Index ETF 2.1 75 -9 4.6 +11.0
PAVE Global X U.S. Infrastructure Development ETF 2.1 47 19 6.8 +13.2
XJR iShares ESG Screened S&P Small-Cap ETF 2.1 12 54 7.3 +13.7
GNR SPDR S&P Global Natural Resources ETF 2.1 40 26 12.1 +18.6
CHGX AXS Change Finance ESG ETF 2.1 49 17 9.3 +15.7
HAPS Harbor Human Capital Factor US Small Cap ETF 2.1 60 6 4.9 +11.3
FXN First Trust Energy AlphaDEX Fund 2.1 62 4 16.3 +22.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.1 10 56 3.6 +10.0
IYK iShares U.S. Consumer Staples ETF 2.1 40 26 5.9 +12.3
IYM iShares U.S. Basic Materials ETF 2.1 40 26 7.3 +13.7
ANEW ProShares MSCI Transformational Changes ETF 2.0 45 21 7.5 +14.0
GINN Goldman Sachs Innovate Equity ETF 2.0 52 14 4.7 +11.2
JOET Virtus Terranova US Quality Momentum ETF 2.0 29 37 5.8 +12.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 57 4.4 +10.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.0 10 56 4.5 +11.0
CGRO CoreValues Alpha Greater China Growth ETF 2.0 75 -9 4.7 +11.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.0 15 51 8.1 +14.6
IMCG iShares Morningstar Mid-Cap Growth ETF 2.0 6 60 4.4 +10.9
GLRY Inspire Faithward Mid Cap Momentum ETF 1.9 80 -14 7.0 +13.5
IVES Wedbush ETFMG Global Cloud Technology ETF 1.9 68 -2 10.1 +16.6
VNSE Natixis Vaughan Nelson Select ETF 1.9 80 -14 4.5 +10.9
USSE Segall Bryant & Hamill Select Equity ETF 1.9 65 1 4.7 +11.1
PSI Invesco Semiconductors ETF 1.9 57 9 6.6 +13.0
SOXQ Invesco PHLX Semiconductor ETF 1.9 19 47 6.5 +13.0
AIVC Amplify Bloomberg AI Value Chain ETF 1.9 59 7 9.7 +16.1
HKND Humankind US Stock ETF 1.9 11 55 8.0 +14.5
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -9 6.0 +12.5
IJR iShares Core S&P Small Cap ETF 1.9 6 60 8.1 +14.5
VERS ProShares Metaverse ETF 1.9 58 8 0.2 +6.6
NUMV Nuveen ESG Mid-Cap Value ETF 1.9 31 35 6.9 +13.3
JSML Janus Henderson Small Cap Growth Alpha ETF 1.9 30 36 9.4 +15.8
RSSL Global X Russell 2000 ETF 1.9 8 58 4.0 +10.4
ISMD Inspire Small/Mid Cap ETF 1.9 54 12 5.3 +11.7
ABEQ Absolute Select Value ETF 1.9 85 -19 4.8 +11.2
EQRR ProShares Equities for Rising Rates ETF 1.9 35 31 8.8 +15.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.9 46 20 10.9 +17.4
HELX Franklin Genomic Advancements ETF 1.9 50 16 0.1 +6.5
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.9 75 -9 -0.4 +6.0
FTXG First Trust Nasdaq Food & Beverage ETF 1.9 60 6 6.6 +13.1
MOTG VanEck Morningstar Global Wide Moat ETF 1.9 52 14 7.1 +13.5
MVAL VanEck Morningstar Wide Moat Value ETF 1.9 49 17 7.4 +13.9
KROP Global X AgTech & Food Innovation ETF 1.9 50 16 7.2 +13.7
PBJ Invesco Food & Beverage ETF 1.9 57 9 5.0 +11.4
IVEG iShares Emergent Food and AgTech Multisector ETF 1.9 47 19 8.9 +15.4
FTWO Strive FAANG 2.0 ETF 1.9 49 17 5.3 +11.8
FDG American Century Focused Dynamic Growth ETF 1.8 45 21 2.6 +9.1
IWM iShares Russell 2000 ETF 1.8 19 47 4.0 +10.4
VIOO Vanguard S&P Small-Cap 600 ETF 1.8 10 56 8.0 +14.5
BLLD JPMorgan Sustainable Infrastructure ETF 1.8 49 17 4.8 +11.3
FIW First Trust Water ETF 1.8 53 13 5.3 +11.7
SNSR Global X Internet of Things ETF 1.8 68 -2 5.6 +12.0
PHO Invesco Water Resources ETF 1.8 60 6 5.1 +11.5
NVIR Horizon Kinetics Energy and Remediation ETF 1.8 85 -19 6.4 +12.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.8 3 63 8.2 +14.6
IWP iShares Russell Mid-Cap Growth ETF 1.8 23 43 3.9 +10.4
CGGR Capital Group Growth ETF 1.8 39 27 4.0 +10.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.8 39 27 4.4 +10.9
VTWO Vanguard Russell 2000 ETF 1.8 10 56 4.2 +10.6
ECLN First Trust EIP Carbon Impact ETF 1.8 96 -30 4.1 +10.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.8 17 49 6.3 +12.7
INRO iShares U.S. Industry Rotation Active ETF 1.8 42 24 5.6 +12.0
ISCG iShares Morningstar Small-Cap Growth ETF 1.8 6 60 3.0 +9.4
IVRA Invesco Real Assets ESG ETF 1.7 59 7 3.7 +10.1
JGRO JPMorgan Active Growth ETF 1.7 44 22 4.5 +10.9
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.7 70 -4 5.5 +11.9
FTC First Trust Large Cap Growth AlphaDEX Fund 1.7 59 7 3.4 +9.9
BIBL Inspire 100 ETF 1.7 35 31 5.1 +11.6
SMAP Amplify Small-Mid Cap Equity ETF 1.7 60 6 1.5 +7.9
LGRO Level Four Large Cap Growth Active ETF 1.7 55 11 4.5 +11.0
MGMT Ballast Small/Mid Cap ETF 1.7 110 -44 9.4 +15.9
FBCG Fidelity Blue Chip Growth ETF 1.7 59 7 3.8 +10.2
NUSC Nuveen ESG Small-Cap ETF 1.7 31 35 5.8 +12.3
EQAL Invesco Russell 1000 Equal Weight ETF 1.6 20 46 7.9 +14.4
WNDY Global X Wind Energy ETF 1.6 50 16 3.3 +9.7
ESIX SPDR S&P SmallCap 600 ESG ETF 1.6 12 54 6.6 +13.0
HWAY Themes US Infrastructure ETF 1.6 29 37 4.7 +11.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.6 12 54 5.4 +11.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.6 35 31 3.5 +9.9
EVX VanEck Environmental Services ETF 1.6 55 11 2.7 +9.2
DFAS Dimensional U.S. Small Cap ETF 1.6 26 40 7.6 +14.1
ION ProShares S&P Global Core Battery Metals ETF 1.6 58 8 11.8 +18.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 41 6.5 +13.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.6 14 52 5.8 +12.3
HLAL Wahed FTSE USA Shariah ETF 1.6 50 16 5.7 +12.1
VO Vanguard Mid-Cap ETF 1.6 4 62 6.0 +12.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.6 45 21 5.4 +11.9
ROSC Hartford Multifactor Small Cap ETF 1.6 34 32 9.7 +16.2
SQLV Royce Quant Small-Cap Quality Value ETF 1.6 60 6 10.7 +17.1
PDP Invesco Dorsey Wright Momentum ETF 1.5 62 4 3.9 +10.3
SCHG Schwab U.S. Large-Cap Growth ETF 1.5 4 62 4.8 +11.2
DFAU Dimensional US Core Equity Market ETF 1.5 12 54 6.1 +12.5
IJS iShares S&P Small-Cap 600 Value ETF 1.5 18 48 10.7 +17.1
ILCG iShares Morningstar Growth ETF 1.5 4 62 4.5 +10.9
ISRA VanEck Israel ETF 1.5 59 7 8.0 +14.5
ISCB iShares Morningstar Small-Cap ETF 1.5 4 62 6.2 +12.6
FDMO Fidelity Momentum Factor ETF 1.5 15 51 4.5 +11.0
FSST Fidelity Sustainable U.S. Equity ETF 1.5 59 7 4.8 +11.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 63 5.8 +12.2
VTHR Vanguard Russell 3000 ETF 1.5 10 56 5.7 +12.2
VTI Vanguard Total Stock Market ETF 1.5 3 63 5.7 +12.2
ILF iShares Latin America 40 ETF 1.5 48 18 13.8 +20.3
IWV iShares Russell 3000 ETF 1.5 20 46 5.6 +12.1
OND ProShares On-Demand ETF 1.5 58 8 1.6 +8.0
XTN SPDR S&P Transportation ETF 1.5 35 31 7.1 +13.6
IWR iShares Russell Midcap ETF 1.5 19 47 6.2 +12.7
SCHB Schwab U.S. Broad Market ETF 1.5 3 63 5.9 +12.3
ONEQ Fidelity Nasdaq Composite Index ETF 1.5 21 45 4.7 +11.1
CBSE Clough Select Equity ETF 1.5 85 -19 1.8 +8.2
NUMG Nuveen ESG Mid-Cap Growth ETF 1.5 31 35 2.8 +9.3
JPEF JPMorgan Equity Focus ETF 1.5 50 16 5.1 +11.6
EMLP First Trust North American Energy Infrastructure Fund 1.5 95 -29 5.4 +11.8
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.5 60 6 9.7 +16.2
POWA Invesco Bloomberg Pricing Power ETF 1.5 40 26 5.7 +12.1
PWB Invesco Large Cap Growth ETF 1.5 56 10 3.5 +9.9
ESGV Vanguard ESG U.S. Stock ETF 1.5 9 57 5.4 +11.9
DFUS Dimensional U.S. Equity ETF 1.5 9 57 5.9 +12.3
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 31 6.1 +12.5
MTUM iShares MSCI USA Momentum Factor ETF 1.5 15 51 4.1 +10.6
STXG Strive 1000 Growth ETF 1.5 18 48 4.7 +11.2
VUG Vanguard Growth ETF 1.5 4 62 4.7 +11.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.5 3 63 6.1 +12.6
SPXN ProShares S&P 500 Ex-Financials ETF 1.4 9 57 5.4 +11.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.4 15 51 10.5 +16.9
SLYV SPDR S&P 600 Small Cap Value ETF 1.4 15 51 10.7 +17.1
IYY iShares Dow Jones U.S. ETF 1.4 20 46 5.8 +12.2
DSI iShares MSCI KLD 400 Social ETF 1.4 25 41 5.6 +12.1
XVV iShares ESG Screened S&P 500 ETF 1.4 8 58 5.8 +12.3
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 37 5.5 +12.0
SPXV ProShares S&P 500 Ex-Health Care ETF 1.4 9 57 5.7 +12.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 55 5.9 +12.3
SNPG Xtrackers S&P 500 Growth ESG ETF 1.4 15 51 4.9 +11.4
VONE Vanguard Russell 1000 ETF 1.4 8 58 5.9 +12.4
IWB iShares Russell 1000 ETF 1.4 15 51 5.8 +12.3
IUSG iShares Core S&P U.S. Growth ETF 1.4 4 62 5.2 +11.7
SMH VanEck Semiconductor ETF 1.4 35 31 5.8 +12.2
IVW iShares S&P 500 Growth ETF 1.4 18 48 5.0 +11.5
SPYG SPDR Portfolio S&P 500 Growth ETF 1.4 4 62 5.2 +11.6
VOOG Vanguard S&P 500 Growth ETF 1.4 10 56 5.1 +11.6
EWZS iShares MSCI Brazil Small-Cap ETF 1.4 59 7 13.4 +19.9
SCHX Schwab U.S. Large-Cap ETF 1.4 3 63 5.9 +12.4
SCHK Schwab 1000 Index ETF 1.4 5 61 6.0 +12.4
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 57 5.8 +12.2
VEGN US Vegan Climate ETF 1.4 60 6 5.1 +11.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 46 5.7 +12.1
VOO Vanguard S&P 500 ETF 1.4 3 63 6.0 +12.4
IVV iShares Core S&P 500 ETF 1.4 3 63 6.0 +12.4
SPY SPDR S&P 500 ETF Trust 1.4 9 57 5.9 +12.3
SPLG SPDR Portfolio S&P 500 ETF 1.4 2 64 6.0 +12.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.4 15 51 5.5 +11.9
VCR Vanguard Consumer Discretionary ETF 1.4 10 56 5.5 +11.9
SUSA iShares MSCI USA ESG Select ETF 1.4 25 41 5.4 +11.8
FAN First Trust Global Wind Energy ETF 1.4 60 6 5.3 +11.7
PBUS Invesco MSCI USA ETF 1.4 4 62 5.8 +12.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.4 12 54 5.4 +11.8
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.4 8 58 5.4 +11.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.4 75 -9 5.0 +11.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.4 9 57 5.4 +11.8
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 63 5.9 +12.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.4 8 58 5.7 +12.1
STRV Strive 500 ETF 1.4 5 61 5.8 +12.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.4 2 64 5.9 +12.4
VV Vanguard Large-Cap ETF 1.4 4 62 5.8 +12.3
KLMN Invesco MSCI North America Climate ETF 1.4 9 57 5.7 +12.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.4 7 59 5.7 +12.1
SNPE Xtrackers S&P 500 ESG ETF 1.4 10 56 5.8 +12.3
SPXT ProShares S&P 500 Ex-Technology ETF 1.4 9 57 6.3 +12.8
PSC Principal U.S. Small-Cap ETF 1.4 38 28 7.5 +14.0
IWS iShares Russell Mid-Cap Value ETF 1.4 23 43 7.1 +13.5
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 66 5.9 +12.3
SDG iShares MSCI Global Sustainable Development Goals ETF 1.4 49 17 6.2 +12.7
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.4 65 1 -4.2 +2.2
LIVR Intelligent Livermore ETF 1.4 69 -3 8.8 +15.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.3 12 54 5.2 +11.7
VOTE TCW Transform 500 ETF 1.3 5 61 5.8 +12.3
VB Vanguard Small-Cap ETF 1.3 5 61 6.3 +12.7
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 56 5.7 +12.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.3 15 51 5.7 +12.1
FTXL First Trust Nasdaq Semiconductor ETF 1.3 60 6 7.7 +14.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.3 7 59 5.8 +12.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 56 5.7 +12.1
RVRB Reverb ETF 1.3 30 36 5.6 +12.0
TOK iShares MSCI Kokusai ETF 1.3 26 40 5.9 +12.4
MOTE VanEck Morningstar ESG Moat ETF 1.3 49 17 5.4 +11.8
IMCB iShares Morningstar Mid-Cap ETF 1.3 4 62 6.4 +12.9
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.3 60 6 4.8 +11.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.3 9 57 6.1 +12.5
JHMM John Hancock Multifactor Mid Cap ETF 1.3 42 24 7.1 +13.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.3 64 2 2.9 +9.3
IYC iShares U.S. Consumer Discretionary ETF 1.3 40 26 4.4 +10.9
IWF iShares Russell 1000 Growth ETF 1.3 19 47 5.2 +11.6
VONG Vanguard Russell 1000 Growth ETF 1.3 8 58 5.3 +11.8
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 60 9.3 +15.7
FIDU Fidelity MSCI Industrial Index ETF 1.3 8 58 5.2 +11.6
FYC First Trust Small Cap Growth AlphaDEX Fund 1.3 71 -5 1.2 +7.6
VIS Vanguard Industrials ETF 1.3 10 56 5.3 +11.7
AVSC Avantis U.S Small Cap Equity ETF 1.3 25 41 7.2 +13.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.3 15 51 6.4 +12.9
APUE ActivePassive U.S. Equity ETF 1.3 45 21 5.7 +12.1
URTH iShares MSCI World ETF 1.3 24 42 6.1 +12.5
TMAT Main Thematic Innovation ETF 1.3 164 -98 -1.5 +5.0
IWN iShares Russell 2000 Value ETF 1.2 24 42 6.3 +12.8
IJJ iShares S&P Mid-Cap 400 Value ETF 1.2 18 48 9.5 +16.0
ACVF American Conservative Values ETF 1.2 75 -9 5.3 +11.7
VTWV Vanguard Russell 2000 Value ETF 1.2 15 51 6.5 +13.0
MDYV SPDR S&P 400 Mid Cap Value ETF 1.2 15 51 9.5 +16.0
QGRW WisdomTree U.S. Quality Growth Fund 1.2 28 38 5.1 +11.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.2 15 51 9.6 +16.0
HDUS Hartford Disciplined US Equity ETF 1.2 19 47 6.8 +13.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.2 60 6 5.0 +11.4
DFSU Dimensional US Sustainability Core 1 ETF 1.2 18 48 6.3 +12.8
FELC Fidelity Enhanced Large Cap Core ETF 1.2 18 48 6.2 +12.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.2 35 31 6.1 +12.6
IYE iShares U.S. Energy ETF 1.2 40 26 9.9 +16.4
SCHA Schwab U.S. Small-Cap ETF 1.2 4 62 5.8 +12.3
RSP Invesco S&P 500 Equal Weight ETF 1.2 20 46 7.4 +13.8
HLGE Hartford Longevity Economy ETF 1.2 44 22 7.6 +14.0
CVAR Cultivar ETF 1.2 87 -21 6.6 +13.0
XMHQ Invesco S&P MidCap Quality ETF 1.2 25 41 7.7 +14.1
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 51 5.8 +12.3
EIPX FT Energy Income Partners Strategy ETF 1.2 95 -29 8.1 +14.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.2 32 34 5.8 +12.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.2 65 1 7.2 +13.7
SSPY Syntax Stratified LargeCap ETF 1.2 30 36 7.7 +14.1
NULG Nuveen ESG Large-Cap Growth ETF 1.2 26 40 4.0 +10.4
MODL VictoryShares WestEnd U.S. Sector ETF 1.2 42 24 5.5 +11.9
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 41 7.3 +13.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.2 95 -29 0.8 +7.3
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 56 6.5 +12.9
AIEQ AI Powered Equity ETF 1.2 75 -9 4.6 +11.1
DEEP Roundhill Acquirers Deep Value ETF 1.1 80 -14 22.0 +28.4
FDWM Fidelity Women's Leadership ETF 1.1 59 7 3.5 +10.0
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 1.1 40 26 5.2 +11.6
SFYX SoFi Next 500 ETF 1.1 0 66 3.9 +10.4
GSPY Gotham Enhanced 500 ETF 1.1 50 16 6.2 +12.6
NACP Impact Shares NAACP Minority Empowerment ETF 1.1 49 17 5.4 +11.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.1 35 31 4.1 +10.5
TPSC Timothy Plan US Small Cap Core ETF 1.1 52 14 7.9 +14.3
ACWI iShares MSCI ACWI ETF 1.1 32 34 6.5 +12.9
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.1 40 26 5.8 +12.2
SIZE iShares MSCI USA Size Factor ETF 1.1 15 51 6.8 +13.2
AVSU Avantis Responsible U.S. Equity ETF 1.1 15 51 7.0 +13.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.1 30 36 5.5 +11.9
FFND Future Fund Active ETF 1.1 100 -34 5.1 +11.5
FVAL Fidelity Value Factor ETF 1.1 15 51 8.2 +14.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.1 56 10 6.8 +13.2
LRGE ClearBridge Large Cap Growth ESG ETF 1.1 59 7 4.4 +10.9
OALC OneAscent Large Cap Core ETF 1.1 86 -20 5.1 +11.5
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 41 6.6 +13.1
USMC Principal U.S. Mega-Cap ETF 1.1 12 54 5.3 +11.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.1 45 21 3.8 +10.3
FELG Fidelity Enhanced Large Cap Growth ETF 1.1 18 48 5.7 +12.2
FFOG Franklin Focused Growth ETF 1.1 61 5 3.1 +9.5
ARKW ARK Next Generation Internet ETF 1.1 87 -21 -1.4 +5.1
FTXR First Trust Nasdaq Transportation ETF 1.1 60 6 11.6 +18.0
RND First Trust Bloomberg R&D Leaders ETF 1.1 60 6 3.3 +9.7
AIQ Global X Artificial Intelligence & Technology ETF 1.1 68 -2 5.2 +11.6
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 1.1 60 6 2.1 +8.5
QQMG Invesco ESG NASDAQ 100 ETF 1.1 20 46 5.0 +11.5
QQQ Invesco QQQ Trust Series I 1.1 20 46 5.0 +11.4
QQQM Invesco NASDAQ 100 ETF 1.1 15 51 5.0 +11.4
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.1 40 26 6.3 +12.8
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.1 40 26 6.7 +13.2
XLG Invesco S&P 500 Top 50 ETF 1.1 20 46 5.4 +11.9
BGRO iShares Large Cap Growth Active ETF 1.1 55 11 3.6 +10.1
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 48 4.9 +11.3
IWL iShares Russell Top 200 ETF 1.1 15 51 5.6 +12.1
IWY iShares Russell Top 200 Growth ETF 1.1 20 46 5.3 +11.8
OEF iShares S&P 100 ETF 1.1 20 46 5.6 +12.0
QTOP iShares Nasdaq Top 30 Stocks ETF 1.1 20 46 5.2 +11.6
RXI iShares Global Consumer Discretionary ETF 1.1 41 25 10.0 +16.4
TOPT iShares Top 20 U.S. Stocks ETF 1.1 20 46 4.8 +11.2
XLY Consumer Discretionary Select Sector SPDR Fund 1.1 8 58 5.7 +12.1
XNTK SPDR NYSE Technology ETF 1.1 35 31 4.9 +11.3
ACSI American Customer Satisfaction ETF 1.1 65 1 5.7 +12.1
ADME Aptus Drawdown Managed Equity ETF 1.1 79 -13 4.9 +11.4
TIME Clockwise Core Equity & Innovation ETF 1.1 95 -29 8.5 +14.9
EATV VegTech Plant-based Innovation & Climate ETF 1.1 75 -9 5.5 +12.0
TMFC Motley Fool 100 Index ETF 1.1 50 16 4.5 +10.9
AOTG AOT Growth and Innovation ETF 1.1 75 -9 2.6 +9.1
YALL God Bless America ETF 1.1 65 1 4.6 +11.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.1 15 51 6.9 +13.3
DARP Grizzle Growth ETF 1.1 75 -9 5.4 +11.8
BRIF FIS Bright Portfolios Focused Equity ETF 1.1 65 1 5.3 +11.7
MGC Vanguard Mega Cap ETF 1.1 7 59 5.7 +12.1
MGK Vanguard Mega Cap Growth ETF 1.1 7 59 4.9 +11.3
EUSA iShares MSCI USA Equal Weighted ETF 1.1 9 57 7.0 +13.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 46 6.4 +12.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.1 39 27 11.1 +17.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.1 61 5 1.6 +8.0
GVLU Gotham 1000 Value ETF 1.1 50 16 10.0 +16.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.1 38 28 11.4 +17.8
JHML John Hancock Multifactor Large Cap ETF 1.1 29 37 6.4 +12.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.1 35 31 5.2 +11.6
JHSC John Hancock Multifactor Small Cap ETF 1.1 42 24 7.6 +14.0
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 51 6.5 +13.0
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.1 42 24 5.6 +12.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.1 4 62 6.7 +13.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.1 60 6 4.7 +11.1
PSCE Invesco S&P SmallCap Energy ETF 1.1 29 37 13.2 +19.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.1 61 5 7.9 +14.3
LRND IQ U.S. Large Cap R&D Leaders ETF 1.1 14 52 7.4 +13.8
IWC iShares Micro-Cap ETF 1.1 60 6 -1.1 +5.4
VXF Vanguard Extended Market ETF 1.1 6 60 5.0 +11.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 57 6.6 +13.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.1 39 27 5.9 +12.3
AVUS Avantis U.S. Equity ETF 1.1 15 51 7.0 +13.5
FESM Fidelity Enhanced Small Cap ETF 1.1 28 38 4.2 +10.7
LRGF iShares U.S. Equity Factor ETF 1.0 8 58 6.7 +13.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.0 55 11 4.5 +11.0
VT Vanguard Total World Stock ETF 1.0 7 59 6.8 +13.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.0 49 17 5.1 +11.5
SIXS ETC 6 Meridian Small Cap Equity ETF 1.0 89 -23 10.2 +16.6
QGRO American Century U.S. Quality Growth ETF 1.0 29 37 4.1 +10.6
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.0 55 11 5.5 +11.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.0 9 57 7.1 +13.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.0 65 1 3.4 +9.8
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -10 6.4 +12.8
DCOR Dimensional US Core Equity 1 ETF 1.0 14 52 6.3 +12.8
DFSV Dimensional US Small Cap Value ETF 1.0 31 35 12.3 +18.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 59 6.8 +13.3
XLI Industrial Select Sector SPDR Fund 1.0 8 58 5.1 +11.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.0 24 42 8.2 +14.6
VOE Vanguard Mid-Cap Value ETF 0.9 7 59 7.8 +14.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.9 9 57 6.2 +12.7
IFRA iShares U.S. Infrastructure ETF 0.9 30 36 7.2 +13.6
SFY SoFi Select 500 ETF 0.9 0 66 5.5 +11.9
PSET Principal Quality ETF 0.9 15 51 6.3 +12.8
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.9 61 5 -1.1 +5.3
KGRN KraneShares MSCI China Clean Technology Index ETF 0.9 79 -13 4.2 +10.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 51 8.0 +14.4
DFAT Dimensional U.S. Targeted Value ETF 0.9 28 38 11.2 +17.6
BFOR ALPS Barron's 400 ETF 0.9 65 1 6.7 +13.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.9 61 5 6.5 +12.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 37 8.1 +14.5
EIPI FT Energy Income Partners Enhanced Income ETF 0.9 110 -44 6.4 +12.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 51 4.7 +11.1
BLES Inspire Global Hope ETF 0.9 61 5 7.2 +13.6
RBLD First Trust Alerian US NextGen Infrastructure ETF 0.8 65 1 6.3 +12.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.8 17 49 6.6 +13.0
ROBO ROBO Global Robotics & Automation Index ETF 0.8 95 -29 4.5 +10.9
IUS Invesco RAFI Strategic US ETF 0.8 19 47 7.7 +14.1
AFSM First Trust Active Factor Small Cap ETF 0.8 75 -9 7.6 +14.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.8 65 1 3.8 +10.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 46 6.1 +12.5
VFMO Vanguard U.S. Momentum Factor ETF 0.8 13 53 3.6 +10.1
KRMA Global X Conscious Companies ETF 0.8 43 23 6.7 +13.1
MDY SPDR S&P Midcap 400 ETF Trust 0.8 24 42 7.9 +14.3
IJH iShares Core S&P Mid-Cap ETF 0.8 5 61 8.1 +14.5
LRGC AB US Large Cap Strategic Equities ETF 0.8 48 18 5.3 +11.7
FTEC Fidelity MSCI Information Technology Index ETF 0.8 8 58 5.2 +11.6
FDM First Trust Dow Jones Select MicroCap Index Fund 0.8 60 6 9.1 +15.5
THRO iShares U.S. Thematic Rotation Active ETF 0.8 90 -24 4.7 +11.2
VGT Vanguard Information Technology ETF 0.8 10 56 5.2 +11.6
XMMO Invesco S&P MidCap Momentum ETF 0.8 34 32 6.0 +12.4
EZM WisdomTree U.S. MidCap Fund 0.8 38 28 10.3 +16.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 63 8.1 +14.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 10 56 8.0 +14.4
VLU SPDR S&P 1500 Value Tilt ETF 0.8 12 54 8.1 +14.5
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 41 5.8 +12.2
FBOT Fidelity Disruptive Automation ETF 0.8 50 16 4.3 +10.8
EPS WisdomTree U.S. LargeCap Fund 0.8 8 58 6.8 +13.2
NANC Unusual Whales Subversive Democratic Trading ETF 0.8 75 -9 4.5 +11.0
NULV Nuveen ESG Large-Cap Value ETF 0.8 26 40 6.6 +13.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 1 9.2 +15.6
PTL Inspire 500 ETF 0.8 9 57 5.8 +12.2
FXL First Trust Technology AlphaDEX Fund 0.7 61 5 6.3 +12.8
FSMD Fidelity Small-Mid Multifactor ETF 0.7 15 51 7.6 +14.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.7 52 14 6.1 +12.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.7 58 8 6.1 +12.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.7 19 47 7.2 +13.6
FEX First Trust Large Cap Core AlphaDEX Fund 0.7 59 7 7.5 +13.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.7 35 31 12.5 +19.0
DFUV Dimensional US Marketwide Value ETF 0.7 22 44 8.8 +15.3
FPX First Trust US Equity Opportunities ETF 0.7 61 5 1.4 +7.8
STXM Strive Mid-Cap ETF 0.7 18 48 4.0 +10.4
DGT SPDR Global Dow ETF 0.7 50 16 8.2 +14.6
SCHM Schwab U.S. Mid-Cap ETF 0.7 4 62 7.3 +13.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.7 15 51 6.3 +12.8
ABFL Abacus FCF Leaders ETF 0.7 59 7 6.3 +12.7
RFV Invesco S&P Midcap 400 Pure Value ETF 0.7 35 31 15.7 +22.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.7 35 31 7.5 +13.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 48 8.4 +14.9
TTAC FCF US Quality ETF 0.6 59 7 6.1 +12.6
MAGA Point Bridge America First ETF 0.6 72 -6 7.2 +13.7
XJH iShares ESG Screened S&P Mid-Cap ETF 0.6 12 54 7.7 +14.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.6 35 31 4.9 +11.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.6 6 60 8.5 +15.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -4 3.1 +9.5
RWL Invesco S&P 500 Revenue ETF 0.6 39 27 7.7 +14.2
EQWL Invesco S&P 100 Equal Weight ETF 0.6 25 41 7.0 +13.4
XRT SPDR S&P Retail ETF 0.6 35 31 10.4 +16.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.6 58 8 4.7 +11.1
XLK Technology Select Sector SPDR Fund 0.6 8 58 5.8 +12.2
JHDV John Hancock U.S. High Dividend ETF 0.6 34 32 6.9 +13.3
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 41 12.0 +18.4
EES WisdomTree U.S. SmallCap Fund 0.6 38 28 10.1 +16.6
GLOF iShares Global Equity Factor ETF 0.6 20 46 7.9 +14.3
IYJ iShares U.S. Industrials ETF 0.6 40 26 5.2 +11.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 6 9.1 +15.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.6 61 5 8.7 +15.2
WOMN Impact Shares YWCA Women's Empowerment ETF 0.6 75 -9 5.7 +12.1
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 0.6 29 37 13.0 +19.5
ONEO SPDR Russell 1000 Momentum Focus ETF 0.6 20 46 8.2 +14.6
CFA VictoryShares US 500 Volatility Wtd ETF 0.6 35 31 6.8 +13.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.6 40 26 6.7 +13.1
PRF Invesco FTSE RAFI US 1000 ETF 0.6 39 27 7.9 +14.4
IGM iShares Expanded Tech Sector ETF 0.6 41 25 5.1 +11.5
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.6 50 16 7.1 +13.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.6 70 -4 13.8 +20.3
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 44 6.0 +12.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 28 9.5 +16.0
JSTC Adasina Social Justice All Cap Global ETF 0.5 89 -23 4.7 +11.1
EXI iShares Global Industrials ETF 0.5 42 24 5.1 +11.5
WRND IQ Global Equity R&D Leaders ETF 0.5 18 48 8.5 +14.9
ECNS iShares MSCI China Small-Cap ETF 0.5 59 7 11.9 +18.4
IYT iShares US Transportation ETF 0.5 40 26 6.2 +12.7
FLDZ RiverNorth Patriot ETF 0.5 75 -9 6.4 +12.8
VBR Vanguard Small Cap Value ETF 0.5 7 59 9.3 +15.8
STXD Strive 1000 Dividend Growth ETF 0.5 35 31 5.3 +11.8
FNDB Schwab Fundamental US Broad Market Index ETF 0.5 25 41 8.2 +14.6
DFLV Dimensional US Large Cap Value ETF 0.5 22 44 9.0 +15.5
NETZ TCW Transform Systems ETF 0.5 75 -9 3.7 +10.1
WCEO Hypatia Women CEO ETF 0.5 85 -19 -1.4 +5.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 27 11.1 +17.6
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 0.5 48 18 9.0 +15.4
NATO Themes Transatlantic Defense ETF 0.5 35 31 3.2 +9.6
SDY SPDR S&P Dividend ETF 0.5 35 31 6.5 +13.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.5 15 51 9.1 +15.5
DFNV Donoghue Forlines Innovation ETF 0.5 69 -3 5.5 +12.0
IWD iShares Russell 1000 Value ETF 0.5 19 47 7.2 +13.7
VONV Vanguard Russell 1000 Value ETF 0.5 8 58 7.4 +13.8
FNDX Schwab Fundamental US Large Co. Index ETF 0.5 25 41 8.2 +14.6
SMMD iShares Russell 2500 ETF 0.5 15 51 6.8 +13.2
DEUS Xtrackers Russell US Multifactor ETF 0.5 17 49 7.8 +14.2
NULC Nuveen ESG Large-Cap ETF 0.5 21 45 5.4 +11.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.4 60 6 6.9 +13.3
QUS SPDR MSCI USA StrategicFactors ETF 0.4 15 51 6.3 +12.8
GVUS Marketbeta Russell 1000 Value Equity ETF 0.4 12 54 7.3 +13.8
VAMO Cambria Value & Momentum ETF 0.4 61 5 7.0 +13.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.4 20 46 8.5 +14.9
JVAL JPMorgan U.S. Value Factor ETF 0.4 12 54 9.4 +15.9
USMF WisdomTree U.S. Multifactor Fund 0.4 28 38 7.4 +13.9
CGUS Capital Group Core Equity ETF 0.4 33 33 5.3 +11.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 42 8.4 +14.8
USMV iShares MSCI USA Min Vol Factor ETF 0.4 15 51 5.8 +12.3
USXF iShares ESG Advanced MSCI USA ETF 0.4 10 56 5.3 +11.7
SNPV Xtrackers S&P 500 Value ESG ETF 0.4 15 51 5.9 +12.3
IETC iShares U.S. Tech Independence Focused ETF 0.4 18 48 5.0 +11.5
FUNL CornerCap Fundametrics Large-Cap ETF 0.4 50 16 8.0 +14.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.4 50 16 4.6 +11.1
PICK iShares MSCI Global Metals & Mining Producers ETF 0.4 39 27 15.0 +21.5
FELV Fidelity Enhanced Large Cap Value ETF 0.4 18 48 7.6 +14.0
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 73 -7 11.2 +17.6
DGRW WisdomTree US Quality Dividend Growth Fund 0.4 28 38 6.2 +12.6
XMAG Defiance Large Cap ex-Mag 7 ETF 0.4 35 31 6.0 +12.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.4 10 56 5.8 +12.2
IJK iShares S&P Mid-Cap 400 Growth ETF 0.4 17 49 6.5 +13.0
RAFE PIMCO RAFI ESG U.S. ETF 0.4 29 37 7.9 +14.4
IXN iShares Global Tech ETF 0.4 41 25 5.0 +11.4
FQAL Fidelity Quality Factor ETF 0.4 15 51 6.4 +12.9
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.4 15 51 6.6 +13.0
VLUE iShares MSCI USA Value Factor ETF 0.4 15 51 11.1 +17.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.4 15 51 6.5 +13.0
FUTY Fidelity MSCI Utilities Index ETF 0.4 8 58 5.6 +12.0
VPU Vanguard Utilities ETF 0.3 10 56 5.6 +12.0
IYW iShares U.S. Technology ETF 0.3 40 26 5.1 +11.6
IUSV iShares Core S&P US Value ETF 0.3 4 62 7.3 +13.7
VFQY Vanguard U.S. Quality Factor ETF 0.3 13 53 7.2 +13.6
CGDV Capital Group Dividend Value ETF 0.3 33 33 5.3 +11.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 19 10.9 +17.4
VFMF Vanguard U.S. Multifactor ETF 0.3 18 48 9.3 +15.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.3 20 46 5.8 +12.2
QVML Invesco S&P 500 QVM Multi-factor ETF 0.3 11 55 5.8 +12.3
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 54 6.7 +13.2
ITAN Sparkline Intangible Value ETF 0.3 50 16 7.2 +13.6
GXC SPDR S&P China ETF 0.3 59 7 18.4 +24.9
STXV Strive 1000 Value ETF 0.3 18 48 8.9 +15.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.3 12 54 8.7 +15.2
SMLF iShares U.S. SmallCap Equity Factor ETF 0.3 15 51 6.6 +13.0
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 28 9.1 +15.5
JMOM JPMorgan U.S. Momentum Factor ETF 0.3 12 54 5.4 +11.8
IVE iShares S&P 500 Value ETF 0.3 18 48 7.0 +13.4
VOOV Vanguard S&P 500 Value ETF 0.3 10 56 7.1 +13.5
SPYV SPDR Portfolio S&P 500 Value ETF 0.3 4 62 7.1 +13.5
XPND First Trust Expanded Technology ETF 0.3 65 1 4.7 +11.1
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.3 8 58 5.5 +12.0
VFVA Vanguard U.S. Value Factor ETF 0.3 13 53 13.1 +19.5
VDC Vanguard Consumer Staples ETF 0.2 10 56 5.5 +11.9
VUSE Vident U.S. Equity Strategy ETF 0.2 50 16 5.2 +11.6
AFLG First Trust Active Factor Large Cap ETF 0.2 55 11 7.1 +13.5
DGRO iShares Core Dividend Growth ETF 0.2 8 58 7.1 +13.5
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 -1 11.2 +17.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -14 6.4 +12.8
VFMV Vanguard U.S. Minimum Volatility ETF 0.2 13 53 6.0 +12.4
XSHQ Invesco S&P SmallCap Quality ETF 0.2 29 37 9.3 +15.8
SAGP Strategas Global Policy Opportunities ETF 0.2 65 1 5.5 +11.9
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 62 7.5 +14.0
COPY Tweedy, Browne Insider + Value ETF 0.2 80 -14 13.1 +19.6
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 51 5.7 +12.2
XOP SPDR S&P Oil & Gas Exploration & Production ETF 0.2 35 31 18.2 +24.6
DFVX Dimensional US Large Cap Vector ETF 0.2 22 44 7.1 +13.6
DTAN Sparkline International Intangible Value ETF 0.2 55 11 7.5 +14.0
CXSE WisdomTree China ex-State-Owned Enterprises Fund 0.2 32 34 20.1 +26.5
VTV Vanguard Value ETF 0.2 4 62 7.7 +14.1
FDLO Fidelity Low Volatility Factor ETF 0.2 15 51 5.8 +12.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 37 7.3 +13.8
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 36 7.1 +13.6
PKW Invesco Buyback Achievers ETF 0.2 62 4 8.8 +15.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.2 20 46 7.9 +14.3
EVUS iShares ESG Aware MSCI USA Value ETF 0.2 18 48 7.5 +13.9
DTD WisdomTree U.S. Total Dividend Fund 0.2 28 38 6.7 +13.1
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 46 9.9 +16.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.1 18 48 5.2 +11.6
ILCV iShares Morningstar Value ETF 0.1 4 62 7.3 +13.7
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 38 6.3 +12.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.1 29 37 4.9 +11.4
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 1 5.4 +11.8
IGE iShares North American Natural Resources ETF 0.1 41 25 8.5 +15.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.1 20 46 7.1 +13.6
ROAM Hartford Multifactor Emerging Markets ETF 0.1 44 22 11.7 +18.1
GK AdvisorShares Gerber Kawasaki ETF 0.1 75 -9 3.1 +9.6
AVEM Avantis Emerging Markets Equity ETF 0.1 33 33 10.1 +16.6
APIE ActivePassive International Equity ETF 0.1 45 21 8.0 +14.4
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 25 6.9 +13.3
AFMC First Trust Active Factor Mid Cap ETF 0.1 65 1 8.9 +15.4
PXH Invesco FTSE RAFI Emerging Markets ETF 0.1 49 17 17.8 +24.2
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -4 8.0 +14.5
GMF SPDR S&P Emerging Asia Pacific ETF 0.1 49 17 10.7 +17.2
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 1 8.6 +15.0
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.1 40 26 14.6 +21.0
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 59 11.5 +18.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 27 6.2 +12.7
AVES Avantis Emerging Markets Value ETF 0.1 36 30 12.7 +19.1
RECS Columbia Research Enhanced Core ETF 0.1 15 51 6.7 +13.1
SHE SPDR MSCI USA Gender Diversity ETF 0.1 20 46 5.6 +12.0
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.1 5 61 7.7 +14.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 25 9.8 +16.3
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 30 11.7 +18.2
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 31 5.8 +12.2
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 31 10.7 +17.1
FFLC Fidelity Fundamental Large Cap Core ETF 0.1 38 28 5.4 +11.8
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 36 8.4 +14.8
GWX SPDR S&P International Small Cap ETF 0.1 40 26 6.6 +13.1
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 28 10.4 +16.9
VDE Vanguard Energy ETF 0.1 10 56 10.1 +16.6
REVS Columbia Research Enhanced Value ETF 0.1 19 47 8.3 +14.7
FENY Fidelity MSCI Energy Index ETF 0.1 8 58 10.2 +16.6
VIG Vanguard Dividend Appreciation ETF 0.0 6 60 6.3 +12.8
ROUS Hartford Multifactor US Equity ETF 0.0 19 47 8.1 +14.6
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 17 6.4 +12.8
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 7 59 7.1 +13.5
PFM Invesco Dividend Achievers ETF 0.0 53 13 5.7 +12.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.0 25 41 6.7 +13.1
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 51 8.9 +15.4
DFEV Dimensional Emerging Markets Value ETF 0.0 43 23 15.3 +21.7
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.0 18 48 8.3 +14.7
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 58 11.5 +17.9
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 57 11.5 +17.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 36 8.8 +15.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 17 7.3 +13.7
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 36 9.7 +16.1
VSGX Vanguard ESG International Stock ETF 0.0 12 54 8.4 +14.8
FMDE Fidelity Enhanced Mid Cap ETF 0.0 23 43 6.3 +12.7
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 8 58 8.7 +15.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 63 7.6 +14.0
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 62 7.5 +13.9
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 59 8.5 +14.9
VXUS Vanguard Total International Stock ETF 0.0 7 59 8.5 +14.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 27 6.9 +13.4
AVDE Avantis International Equity ETF 0.0 23 43 8.0 +14.5
AVSD Avantis Responsible International Equity ETF 0.0 23 43 6.9 +13.3

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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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 -9.6 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 66 bp
Equals: ALTAR Score -6.4 %
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.