Invesco Global Water ETF
ALTAR
Score™
4.5% info Recommen-
dation
NEUTRAL
2024E    2025E
P/E
ratio
20.9x P/Sales
ratio
2.0x
P/BV
ratio
3.2x Div.
yield
1.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Invesco Global Water Portfolio seeks investment results that correspond to the price and yield of the Palisades Global Water Index, a modified equal-weighted index that tracks global companies.

FUND BASICS
Category Global Equities
Fund Sponsor Invesco PowerShares
Website www.powershares.com
Inception date Jun 13, 2007
Assets (mns) $290
Currency USD
Expense ratio 75 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 37
Wgt avg mkt cap (mns) $28,646
Large cap (>$10bn) 61.9%
Mid cap ($2-10bn) 25.2%
Small cap (<$2bn) 5.3%
Developed mkts 94.0%
Emerging mkts 6.0%

TOP TEN HOLDINGS
PENTAIR PLC 8.6 %
DANAHER CORP 8.2 %
VERALTO CORPORATION 8.1 %
GEBERIT AG-REG 5.2 %
VEOLIA ENVIRONNEMENT 5.1 %
CIA SANEAMENTO BASICO DE SP 4.2 %
ECOLAB INC 4.2 %
XYLEM INC 3.7 %
WOLSELEY PLC 3.7 %
ROPER TECHNOLOGIES, INC. 3.7 %
Total 54.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 40.3 %
BRITAIN 22.7 %
JAPAN 12.4 %
SWITZERLAND 5.9 %
FRANCE 5.1 %
BRAZIL 4.2 %
CANADA 3.3 %
NETHERLANDS 1.7 %
SPAIN 1.1 %
SOUTH KOREA 0.7 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 29)
Year-to-date 1 year 5 years 10 years Since Incep.
0.0% 16.0% 9.7% 6.4% 4.0%

Market Correlations
versus... Beta R-squared
S&P500 1.16 86%
MSCI EAFE 1.19 85%
MSCI Emg. Mkts. 0.82 42%

Technical Indicators
Recent close $41.09
30d moving avg. $35.86
Annualized volatility 22.3%
Short interest (ETF) 0.0%
Relative strength (RSI) 86

Liquidity measures
Avg. volume (thou.) 12
Turnover 0.2%
Bid/Ask (% of price) 0.37%
ADV underlying (mns) $4,033

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 705 potential alternatives to the Invesco Global Water ETF ETF based on the alternatives' overlap in portfolio holdings with PIO. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PIO Expense: 75 bp ALTAR Score™: 4.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PIO
Ticker Fund
Name
Overlap1
vs PIO
(%)
Expense
ratio
(bp)
Savings
vs PIO
(bp)
ALTAR
Score™
(%)
ALTAR
vs PIO
(%)
PHO Invesco Water Resources ETF 48.8 60 15 4.2 -0.3
EBLU Ecofin Global Water ESG Fund 44.6 40 35 4.0 -0.5
AQWA Global X Clean Water ETF 36.7 50 25 4.3 -0.2
FIW First Trust Water ETF 35.2 53 22 4.4 -0.1
CGW Invesco S&P Global Water Index ETF 31.9 57 18 3.9 -0.6
EFRA iShares Environmental Infrastructure and Industrials ETF 28.5 47 28 5.5 +1.0
IWTR iShares MSCI Water Management Multisector ETF 27.3 47 28 4.7 +0.2
AHOY Newday Ocean Health ETF 16.8 75 0 5.7 +1.2
BECO BlackRock Future Climate and Sustainable Economy ETF 10.1 70 5 13.1 +8.6
OCEN IQ Clean Oceans ETF 9.9 45 30 5.1 +0.7
NVIR Horizon Kinetics Energy and Remediation ETF 9.8 85 -10 2.2 -2.3
VIRS Pacer BioThreat Strategy ETF 9.6 70 5 5.7 +1.2
SIMS SPDR S&P Kensho Intelligent Structures ETF 8.1 45 30 -3.1 -7.6
EVX VanEck Environmental Services ETF 7.9 55 20 2.9 -1.6
GSFP Goldman Sachs Future Planet Equity ETF 7.7 75 0 4.6 +0.1
CSD Invesco S&P Spin-Off ETF 7.7 65 10 7.6 +3.1
IVEG iShares Emergent Food and AgTech Multisector ETF 7.6 47 28 8.0 +3.6
FIXT Procure Disaster Recovery Strategy ETF 7.2 75 0 3.9 -0.5
BLLD JPMorgan Sustainable Infrastructure ETF 7.2 49 26 6.3 +1.8
TEMP JPMorgan Climate Change Solutions ETF 7.1 49 26 4.9 +0.4
SYNB Putnam BioRevolution ETF 6.9 70 5 2.9 -1.5
ETEC iShares Breakthrough Environmental Solutions ETF 6.9 47 28 5.4 +0.9
RSPN Invesco S&P 500 Equal Weight Industrials ETF 6.6 40 35 3.6 -0.9
POWA Invesco Bloomberg Pricing Power ETF 6.5 40 35 5.4 +0.9
MDEV First Trust Indxx Medical Devices ETF 6.0 70 5 3.5 -1.0
JSTC Adasina Social Justice All Cap Global ETF 5.9 89 -14 4.5 +0.0
DEMZ Democratic Large Cap Core ETF 5.6 45 30 4.0 -0.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.6 55 20 4.1 -0.4
HELX Franklin Genomic Advancements ETF 5.5 50 25 1.8 -2.7
MOAT VanEck Morningstar Wide Moat ETF 5.3 46 29 5.7 +1.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 5.3 65 10 5.1 +0.6
CZA Invesco Zacks Mid-Cap ETF 5.1 72 3 6.2 +1.8
BOUT Innovator IBD Breakout Opportunities ETF 5.0 81 -6 4.1 -0.4
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 4.9 75 0 4.7 +0.2
YALL God Bless America ETF 4.9 65 10 3.6 -0.9
SUSA iShares MSCI USA ESG Select ETF 4.8 25 50 5.1 +0.6
CBSE Clough Select Equity ETF 4.7 85 -10 -1.3 -5.8
HKND Humankind US Stock ETF 4.3 11 64 6.7 +2.2
XLB Materials Select Sector SPDR Fund 4.2 9 66 5.9 +1.4
RNEW VanEck Green Infrastructure ETF 4.2 45 30 -0.4 -4.9
FMAT Fidelity MSCI Materials Index ETF 4.2 8 67 6.6 +2.2
IYM iShares U.S. Basic Materials ETF 4.2 40 35 6.8 +2.4
VAW Vanguard Materials ETF 4.2 10 65 6.5 +2.1
VNSE Natixis Vaughan Nelson Select ETF 4.1 80 -5 3.2 -1.3
EQUL IQ Engender Equality ETF 4.0 45 30 6.6 +2.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 4.0 52 23 6.9 +2.4
SANE Subversive Mental Health ETF 4.0 75 0 0.5 -4.0
RSPM Invesco S&P 500 Equal Weight Materials ETF 3.9 40 35 7.7 +3.2
MOTE VanEck Morningstar ESG Moat ETF 3.9 49 26 4.9 +0.4
VSDA VictoryShares Dividend Accelerator ETF 3.9 35 40 5.9 +1.4
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.8 61 14 6.0 +1.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.7 18 57 6.2 +1.7
DINT Davis Select International ETF 3.7 55 20 5.1 +0.7
GLIF AGF Global Infrastructure ETF 3.7 45 30 5.6 +1.2
FLLV Franklin U.S. Low Volatility ETF 3.7 29 46 5.7 +1.2
JXI iShares Global Utilities ETF 3.6 43 32 7.0 +2.6
GDOC Goldman Sachs Future Health Care Equity ETF 3.6 75 0 2.8 -1.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.6 70 5 4.9 +0.5
MVPS Amplify Thematic All-Stars ETF 3.6 49 26 1.5 -3.0
PAVE Global X U.S. Infrastructure Development ETF 3.5 47 28 5.4 +0.9
NULV Nuveen ESG Large-Cap Value ETF 3.5 26 49 7.2 +2.7
FBT First Trust NYSE Arca Biotechnology Index Fund 3.4 56 19 -0.1 -4.5
XHB SPDR S&P Homebuilders ETF 3.4 35 40 8.0 +3.5
NUMG Nuveen ESG Mid-Cap Growth ETF 3.4 31 44 3.3 -1.2
PSET Principal Quality ETF 3.4 15 60 5.4 +0.9
XLV Health Care Select Sector SPDR Fund 3.4 9 66 6.8 +2.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.4 20 55 6.2 +1.8
MOTG VanEck Morningstar Global Wide Moat ETF 3.3 52 23 5.8 +1.3
RSPH Invesco S&P 500 Equal Weight Health Care ETF 3.2 40 35 6.7 +2.2
FTRI First Trust Indxx Global Natural Resources Income ETF 3.2 70 5 10.2 +5.8
VHT Vanguard Health Care ETF 3.2 10 65 5.4 +0.9
FHLC Fidelity MSCI Health Care Index ETF 3.2 8 67 5.6 +1.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.2 52 23 5.3 +0.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.2 58 17 5.2 +0.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.2 10 65 4.6 +0.1
VCLN Virtus Duff & Phelps Clean Energy ETF 3.1 59 16 3.8 -0.7
NULG Nuveen ESG Large-Cap Growth ETF 3.1 26 49 4.2 -0.3
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 3.1 69 6 8.5 +4.0
EVUS iShares ESG Aware MSCI USA Value ETF 3.1 18 57 6.7 +2.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.1 25 50 6.0 +1.5
SPLV Invesco S&P 500 Low Volatility ETF 3.1 25 50 5.9 +1.4
ALTL Pacer Lunt Large Cap Alternator ETF 3.1 60 15 4.4 -0.1
BMED Future Health ETF 3.0 85 -10 0.5 -4.0
KOCG FIS Knights of Columbus Global Belief ETF 3.0 75 0 5.1 +0.6
CWS AdvisorShares Focused Equity ETF 3.0 84 -9 4.6 +0.1
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.0 60 15 6.6 +2.1
RSPU Invesco S&P 500 Equal Weight Utilities ETF 3.0 40 35 6.9 +2.4
IYH iShares U.S. Healthcare ETF 3.0 40 35 5.9 +1.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 3.0 60 15 5.0 +0.5
FXZ First Trust Materials AlphaDEX Fund 2.9 61 14 10.2 +5.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.9 10 65 4.5 +0.1
TMFM Motley Fool Mid-Cap Growth ETF 2.9 85 -10 3.0 -1.5
USMC Principal U.S. Mega-Cap ETF 2.9 12 63 4.7 +0.2
NUMV Nuveen ESG Mid-Cap Value ETF 2.8 31 44 7.4 +2.9
FLGB Franklin FTSE United Kingdom ETF 2.8 9 66 8.5 +4.1
MAGA Point Bridge America First ETF 2.8 72 3 6.3 +1.8
SDG iShares MSCI Global Sustainable Development Goals ETF 2.7 49 26 5.8 +1.3
FSST Fidelity Sustainable U.S. Equity ETF 2.7 59 16 4.7 +0.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.7 65 10 3.7 -0.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 2.7 60 15 3.6 -0.9
FPAG FPA Global Equity ETF 2.6 49 26 5.6 +1.1
YPS Arrow Reverse Cap 500 ETF 2.5 29 46 6.5 +2.0
IGV iShares Expanded Tech-Software Sector ETF 2.5 41 34 3.0 -1.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.5 46 29 9.7 +5.2
XLU Utilities Select Sector SPDR Fund 2.5 9 66 6.7 +2.3
EGUS iShares ESG Aware MSCI USA Growth ETF 2.5 18 57 4.0 -0.4
KLDW Knowledge Leaders Developed World ETF 2.5 75 0 4.8 +0.3
IXJ iShares Global Healthcare ETF 2.5 42 33 6.1 +1.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.5 15 60 6.7 +2.3
STXD Strive 1000 Dividend Growth ETF 2.5 35 40 5.2 +0.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.4 47 28 5.7 +1.2
XLI Industrial Select Sector SPDR Fund 2.4 9 66 4.3 -0.2
INNO Harbor Disruptive Innovation ETF 2.4 75 0 -3.6 -8.1
IVAL Alpha Architect International Quantitative Value ETF 2.4 49 26 6.2 +1.8
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.3 57 18 3.3 -1.2
PDP Invesco Dorsey Wright Momentum ETF 2.3 62 13 3.4 -1.1
MXI iShares Global Materials ETF 2.3 41 34 6.8 +2.4
ETHO Etho Climate Leadership U.S. ETF 2.3 47 28 3.8 -0.6
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.3 60 15 7.8 +3.3
VPU Vanguard Utilities ETF 2.3 10 65 6.7 +2.2
GDIV Harbor Dividend Growth Leaders ETF 2.3 50 25 6.0 +1.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.3 12 63 5.4 +0.9
FUTY Fidelity MSCI Utilities Index ETF 2.3 8 67 6.7 +2.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.2 60 15 9.8 +5.3
ESGU iShares ESG Aware MSCI USA ETF 2.2 15 60 5.0 +0.5
FEUZ First Trust Eurozone AlphaDEX ETF 2.2 80 -5 8.4 +4.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.2 49 26 5.1 +0.6
BIBL Inspire 100 ETF 2.1 35 40 4.7 +0.2
FTCS First Trust Capital Strength ETF 2.1 55 20 5.4 +0.9
FBZ First Trust Brazil AlphaDEX Fund 2.1 80 -5 10.7 +6.2
NULC Nuveen ESG Large-Cap ETF 2.1 21 54 5.4 +0.9
FIDU Fidelity MSCI Industrial Index ETF 2.1 8 67 4.6 +0.1
PEXL Pacer US Export Leaders ETF 2.1 60 15 5.2 +0.7
VIS Vanguard Industrials ETF 2.1 10 65 4.4 -0.1
IDU iShares U.S. Utilities ETF 2.1 40 35 5.9 +1.4
FJP First Trust Japan AlphaDEX Fund 2.1 80 -5 10.0 +5.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.1 54 21 6.4 +1.9
TPHD Timothy Plan High Dividend Stock ETF 2.1 52 23 6.4 +2.0
RSP Invesco S&P 500 Equal Weight ETF 2.1 20 55 6.1 +1.6
VUSE Vident U.S. Equity Strategy ETF 2.1 50 25 4.4 -0.1
CAML Congress Large Cap Growth ETF 2.0 66 9 3.4 -1.1
KRMA Global X Conscious Companies ETF 2.0 43 32 5.6 +1.1
IYJ iShares U.S. Industrials ETF 2.0 40 35 4.7 +0.2
IMCG iShares Morningstar Mid-Cap Growth ETF 2.0 6 69 4.0 -0.4
IBB iShares Biotechnology ETF 1.9 45 30 0.7 -3.8
IWX iShares Russell Top 200 Value ETF 1.9 20 55 6.5 +2.1
CFA VictoryShares US 500 Volatility Wtd ETF 1.9 35 40 5.8 +1.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.9 40 35 5.8 +1.3
SDY SPDR S&P Dividend ETF 1.9 35 40 6.5 +2.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.9 29 46 8.0 +3.5
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.9 80 -5 5.6 +1.1
CHGX AXS Change Finance ESG ETF 1.9 49 26 4.8 +0.3
GURU Global X Guru Index ETF 1.9 75 0 3.7 -0.8
XMHQ Invesco S&P MidCap Quality ETF 1.8 25 50 6.4 +1.9
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.8 60 15 8.5 +4.0
ERTH Invesco MSCI Sustainable Future ETF 1.8 62 13 3.4 -1.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.8 68 7 1.0 -3.4
IVRA Invesco Real Assets ESG ETF 1.8 59 16 7.3 +2.8
GDEF Goldman Sachs Defensive Equity ETF 1.8 55 20 4.3 -0.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.8 15 60 6.0 +1.5
EXI iShares Global Industrials ETF 1.8 42 33 4.7 +0.2
VOT Vanguard Mid-Cap Growth ETF 1.8 7 68 4.0 -0.5
IVE iShares S&P 500 Value ETF 1.8 18 57 6.6 +2.1
SPYV SPDR Portfolio S&P 500 Value ETF 1.8 4 71 6.7 +2.2
USXF iShares ESG Advanced MSCI USA ETF 1.7 10 65 4.8 +0.3
RNLC First Trust Large Cap US Equity Select ETF 1.7 60 15 6.0 +1.5
TMFG Motley Fool Global Opportunities ETF 1.7 85 -10 3.2 -1.2
SIZE iShares MSCI USA Size Factor ETF 1.7 15 60 5.9 +1.4
SCJ iShares MSCI Japan Small-Cap ETF 1.7 50 25 6.1 +1.6
EUSA iShares MSCI USA Equal Weighted ETF 1.7 9 66 5.9 +1.4
DSI iShares MSCI KLD 400 Social ETF 1.7 25 50 5.0 +0.5
FLSW Franklin FTSE Switzerland ETF 1.7 9 66 5.2 +0.7
EUSC WisdomTree Europe Hedged SmallCap Equity Fund 1.7 58 17 9.2 +4.8
VONV Vanguard Russell 1000 Value ETF 1.7 8 67 6.7 +2.2
IUSV iShares Core S&P US Value ETF 1.7 4 71 6.8 +2.3
EWZ iShares MSCI Brazil ETF 1.7 58 17 8.0 +3.5
IWD iShares Russell 1000 Value ETF 1.7 19 56 6.6 +2.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.6 30 45 7.7 +3.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.6 9 66 5.8 +1.3
SAGP Strategas Global Policy Opportunities ETF 1.6 65 10 4.4 -0.1
IPDP Dividend Performers ETF 1.6 122 -47 4.6 +0.1
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.6 60 15 4.9 +0.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.6 48 27 5.5 +1.0
FLN First Trust Latin America AlphaDEX Fund 1.6 80 -5 9.8 +5.3
EUDG WisdomTree Europe Quality Dividend Growth Fund 1.6 58 17 5.9 +1.4
EWN iShares MSCI Netherlands ETF 1.6 50 25 4.5 +0.1
SPHQ Invesco S&P 500 Quality ETF 1.5 15 60 5.3 +0.8
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 36 7.6 +3.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.5 45 30 4.4 -0.0
USMV iShares MSCI USA Min Vol Factor ETF 1.5 15 60 6.0 +1.5
BUL Pacer US Cash Cows Growth ETF 1.5 60 15 6.3 +1.8
VFMV Vanguard U.S. Minimum Volatility ETF 1.5 13 62 5.2 +0.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.5 15 60 6.6 +2.1
SUSL iShares ESG MSCI USA Leaders ETF 1.5 10 65 4.9 +0.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.5 40 35 5.2 +0.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 65 4.9 +0.5
AUSF Global X Adaptive U.S. Factor ETF 1.5 27 48 7.7 +3.2
DFUV Dimensional US Marketwide Value ETF 1.4 22 53 7.6 +3.1
DFLV Dimensional US Large Cap Value ETF 1.4 22 53 7.9 +3.5
ACWV iShares MSCI Global Min Vol Factor ETF 1.4 20 55 6.6 +2.1
FEP First Trust Europe AlphaDEX Fund 1.4 80 -5 8.8 +4.3
JMOM JPMorgan U.S. Momentum Factor ETF 1.4 12 63 4.6 +0.2
JHMM John Hancock Multifactor Mid Cap ETF 1.4 42 33 6.5 +2.0
SSPY Syntax Stratified LargeCap ETF 1.4 30 45 6.4 +1.9
TTAC FCF US Quality ETF 1.4 59 16 6.2 +1.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.4 10 65 5.3 +0.8
LCLG Logan Capital Broad Innovative Growth ETF 1.4 99 -24 4.5 -0.0
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.4 47 28 9.8 +5.3
ACVF American Conservative Values ETF 1.4 75 0 4.2 -0.3
FDLO Fidelity Low Volatility Factor ETF 1.4 15 60 5.4 +0.9
EWL iShares MSCI Switzerland ETF 1.4 50 25 4.2 -0.3
IFRA iShares U.S. Infrastructure ETF 1.4 30 45 6.4 +1.9
PRAY FIS Christian Stock Fund 1.4 69 6 5.7 +1.2
LEAD Siren DIVCON Leaders Dividend ETF 1.4 43 32 4.8 +0.4
GRPM Invesco S&P MidCap 400 GARP ETF 1.4 35 40 9.8 +5.3
IMCB iShares Morningstar Mid-Cap ETF 1.4 4 71 6.0 +1.5
HLAL Wahed FTSE USA Shariah ETF 1.3 50 25 4.8 +0.3
STXG Strive 1000 Growth ETF 1.3 18 57 4.0 -0.5
VIGI Vanguard International Dividend Appreciation ETF 1.3 15 60 5.4 +0.9
VO Vanguard Mid-Cap ETF 1.3 4 71 5.7 +1.2
VIG Vanguard Dividend Appreciation ETF 1.3 6 69 5.6 +1.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.3 14 61 5.2 +0.7
DFND Siren DIVCON Dividend Defender ETF 1.3 189 -114 3.7 -0.8
WDNA WisdomTree BioRevolution Fund 1.3 45 30 -4.1 -8.6
TPIF Timothy Plan International ETF 1.3 62 13 6.5 +2.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 63 4.9 +0.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.3 30 45 7.3 +2.9
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 71 6.1 +1.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.3 15 60 4.7 +0.2
FLBR Franklin FTSE Brazil ETF 1.2 19 56 8.6 +4.1
FXH First Trust Health Care AlphaDEX Fund 1.2 62 13 6.5 +2.0
EWU iShares MSCI United Kingdom ETF 1.2 50 25 8.1 +3.6
ILCV iShares Morningstar Value ETF 1.2 4 71 6.7 +2.2
FDWM Fidelity Women's Leadership ETF 1.2 59 16 4.7 +0.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.2 7 68 5.0 +0.5
DWX SPDR S&P International Dividend ETF 1.2 45 30 6.8 +2.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 55 5.4 +0.9
DIM WisdomTree International MidCap Dividend Fund 1.1 58 17 7.6 +3.1
IWS iShares Russell Mid-Cap Value ETF 1.1 23 52 6.5 +2.0
IWR iShares Russell Midcap ETF 1.1 19 56 5.5 +1.1
IWP iShares Russell Mid-Cap Growth ETF 1.1 23 52 3.5 -0.9
SCZ iShares MSCI EAFE Small-Cap ETF 1.1 40 35 6.0 +1.5
DFSU Dimensional US Sustainability Core 1 ETF 1.1 18 57 5.5 +1.0
TTAI FCF International Quality ETF 1.1 59 16 6.7 +2.3
FAN First Trust Global Wind Energy ETF 1.1 60 15 5.6 +1.1
EWP iShares MSCI Spain ETF 1.1 50 25 9.1 +4.7
FRNW Fidelity Clean Energy ETF 1.1 39 36 3.7 -0.8
FLEE Franklin FTSE Europe ETF 1.1 9 66 6.9 +2.4
EWQ iShares MSCI France ETF 1.1 53 22 5.5 +1.0
GGRW Gabelli Growth Innovators ETF 1.1 90 -15 2.0 -2.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 66 5.5 +1.0
PFM Invesco Dividend Achievers ETF 1.1 53 22 5.6 +1.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 5 1.7 -2.8
VGK Vanguard FTSE Europe ETF 1.1 11 64 6.8 +2.4
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.1 32 43 6.7 +2.2
EQWL Invesco S&P 100 Equal Weight ETF 1.1 25 50 6.5 +2.0
IEUS iShares MSCI Europe Small-Cap ETF 1.1 42 33 5.8 +1.3
JHML John Hancock Multifactor Large Cap ETF 1.1 29 46 5.5 +1.0
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 1.1 24 51 8.5 +4.0
XVV iShares ESG Screened S&P 500 ETF 1.1 8 67 4.9 +0.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.1 4 71 6.0 +1.5
VBR Vanguard Small Cap Value ETF 1.1 7 68 8.1 +3.6
PBUS Invesco MSCI USA ETF 1.0 4 71 5.1 +0.6
HAP VanEck Natural Resources ETF 1.0 50 25 8.9 +4.4
QINT American Century Quality Diversified International ETF 1.0 39 36 7.4 +3.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.0 59 16 2.6 -1.9
XT iShares Exponential Technologies ETF 1.0 46 29 3.6 -0.9
CGDV Capital Group Dividend Value ETF 1.0 33 42 5.7 +1.3
VOOV Vanguard S&P 500 Value ETF 1.0 10 65 5.5 +1.1
QVML Invesco S&P 500 QVM Multi-factor ETF 1.0 11 64 5.0 +0.6
EQAL Invesco Russell 1000 Equal Weight ETF 1.0 20 55 6.0 +1.5
VB Vanguard Small-Cap ETF 1.0 5 70 5.2 +0.8
STRV Strive 500 ETF 1.0 5 70 5.0 +0.6
NTZG Nuveen Global Net Zero Transition ETF 1.0 56 19 5.0 +0.5
QWLD SPDR MSCI World StrategicFactors ETF 1.0 30 45 6.0 +1.5
CGUS Capital Group Core Equity ETF 1.0 33 42 4.6 +0.1
SCHG Schwab U.S. Large-Cap Growth ETF 1.0 4 71 4.0 -0.5
SNPV Xtrackers S&P 500 Value ESG ETF 1.0 15 60 6.5 +2.0
IQDE FlexShares International Quality Dividend Defensive Index ET 1.0 47 28 10.2 +5.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.0 20 55 4.9 +0.4
VBK Vanguard Small-Cap Growth ETF 1.0 7 68 1.4 -3.1
DFUS Dimensional U.S. Equity ETF 1.0 9 66 5.0 +0.5
IQM Franklin Intelligent Machines ETF 1.0 50 25 2.9 -1.6
IGF iShares Global Infrastructure ETF 1.0 41 34 5.1 +0.6
RVRB Reverb ETF 1.0 30 45 4.8 +0.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.0 58 17 4.3 -0.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 40 4.5 +0.1
VOO Vanguard S&P 500 ETF 1.0 3 72 5.2 +0.7
IVV iShares Core S&P 500 ETF 1.0 3 72 5.1 +0.7
GII SPDR S&P Global Infrastructure ETF 1.0 40 35 5.3 +0.8
SPY SPDR S&P 500 ETF Trust 1.0 9 66 5.1 +0.6
SPLG SPDR Portfolio S&P 500 ETF 1.0 2 73 5.1 +0.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.9 49 26 4.8 +0.4
MGV Vanguard Mega Cap Value ETF 0.9 7 68 6.8 +2.3
GLOF iShares Global Equity Factor ETF 0.9 20 55 7.1 +2.6
FDIV MarketDesk Focused U.S. Dividend ETF 0.9 35 40 8.6 +4.1
ISZE iShares MSCI Intl Size Factor ETF 0.9 30 45 6.7 +2.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.9 60 15 5.3 +0.9
VUG Vanguard Growth ETF 0.9 4 71 4.0 -0.5
VOOG Vanguard S&P 500 Growth ETF 0.9 10 65 5.1 +0.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.9 9 66 5.6 +1.1
ILCB iShares Morningstar U.S. Equity ETF 0.9 3 72 5.1 +0.6
DEUS Xtrackers Russell US Multifactor ETF 0.9 17 58 6.9 +2.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.9 48 27 5.9 +1.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.9 75 0 6.4 +2.0
VOE Vanguard Mid-Cap Value ETF 0.9 7 68 7.4 +2.9
DFAU Dimensional US Core Equity Market ETF 0.9 12 63 5.2 +0.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.9 2 73 5.1 +0.6
ONEO SPDR Russell 1000 Momentum Focus ETF 0.9 20 55 6.9 +2.5
LVOL American Century Low Volatility ETF 0.9 29 46 5.0 +0.5
IWB iShares Russell 1000 ETF 0.9 15 60 5.0 +0.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.9 3 72 5.3 +0.8
VONE Vanguard Russell 1000 ETF 0.9 8 67 5.0 +0.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.9 20 55 4.9 +0.4
IYY iShares Dow Jones U.S. ETF 0.9 20 55 4.9 +0.4
APUE ActivePassive U.S. Equity ETF 0.9 45 30 4.9 +0.4
VOTE TCW Transform 500 ETF 0.9 5 70 5.0 +0.6
BKLC BNY Mellon US Large Cap Core Equity ETF 0.9 0 75 5.1 +0.6
QUS SPDR MSCI USA StrategicFactors ETF 0.9 15 60 5.9 +1.4
SCHX Schwab U.S. Large-Cap ETF 0.9 3 72 5.1 +0.6
TRFM AAM Transformers ETF 0.9 49 26 1.4 -3.1
FLLA Franklin FTSE Latin America ETF 0.9 19 56 -106.5 -110.9
ZECP Zacks Earnings Consistent Portfolio ETF 0.9 55 20 4.9 +0.4
VTI Vanguard Total Stock Market ETF 0.9 3 72 4.9 +0.4
SPHB Invesco S&P 500 High Beta ETF 0.9 25 50 4.6 +0.1
TOK iShares MSCI Kokusai ETF 0.9 26 49 5.2 +0.7
VV Vanguard Large-Cap ETF 0.9 4 71 5.0 +0.6
DUHP Dimensional US High Profitability ETF 0.9 21 54 6.8 +2.4
FUNL CornerCap Fundametrics Large-Cap ETF 0.9 50 25 6.7 +2.3
SCHK Schwab 1000 Index ETF 0.9 5 70 5.1 +0.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.9 3 72 5.0 +0.5
IWV iShares Russell 3000 ETF 0.9 20 55 4.8 +0.4
VTHR Vanguard Russell 3000 ETF 0.9 10 65 4.9 +0.4
QLV FlexShares US Quality Low Volatility Index Fund 0.9 22 53 5.0 +0.5
VSLU Applied Finance Valuation Large Cap ETF 0.9 49 26 5.8 +1.3
KOKU Xtrackers MSCI Kokusai Equity ETF 0.9 9 66 5.3 +0.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.9 7 68 5.0 +0.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 64 11 1.9 -2.6
IWL iShares Russell Top 200 ETF 0.8 15 60 4.8 +0.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 40 5.4 +0.9
DFAC Dimensional U.S. Core Equity 2 ETF 0.8 17 58 5.5 +1.1
DFIS Dimensional International Small Cap ETF 0.8 39 36 6.6 +2.1
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 46 4.9 +0.4
SCHB Schwab U.S. Broad Market ETF 0.8 3 72 5.0 +0.6
ESGS Columbia U.S. ESG Equity Income ETF 0.8 35 40 6.3 +1.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.8 11 64 5.1 +0.6
FMIL Fidelity New Millennium ETF 0.8 59 16 4.0 -0.5
FBCV Fidelity Blue Chip Value ETF 0.8 59 16 7.0 +2.5
NUSC Nuveen ESG Small-Cap ETF 0.8 31 44 5.0 +0.5
URTH iShares MSCI World ETF 0.8 24 51 5.3 +0.8
IJK iShares S&P Mid-Cap 400 Growth ETF 0.8 17 58 5.6 +1.1
CIL VictoryShares International Volatility Wtd ETF 0.8 45 30 6.7 +2.3
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.8 51 24 6.6 +2.2
IGRO iShares International Dividend Growth ETF 0.8 15 60 7.4 +2.9
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.8 15 60 5.6 +1.1
DON WisdomTree U.S. MidCap Dividend Fund 0.8 38 37 8.7 +4.2
SCHC Schwab International Small-Cap Equity ETF 0.8 11 64 6.0 +1.5
PBD Invesco Global Clean Energy ETF 0.8 75 0 -2.2 -6.7
VTV Vanguard Value ETF 0.8 4 71 7.0 +2.5
MGC Vanguard Mega Cap ETF 0.8 7 68 4.9 +0.4
HFXI IQ FTSE International Equity Currency Neutral ETF 0.8 20 55 6.8 +2.3
FXU First Trust Utilities AlphaDEX Fund 0.8 64 11 6.7 +2.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.8 60 15 5.9 +1.4
BFOR ALPS Barron's 400 ETF 0.8 65 10 7.2 +2.7
GSPY Gotham Enhanced 500 ETF 0.8 50 25 5.2 +0.8
SCHV Schwab U.S. Large-Cap Value ETF 0.8 4 71 6.6 +2.2
DIHP Dimensional International High Profitability ETF 0.8 29 46 7.0 +2.5
XLG Invesco S&P 500 Top 50 ETF 0.8 20 55 4.5 -0.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.8 39 36 6.7 +2.3
VFQY Vanguard U.S. Quality Factor ETF 0.8 13 62 6.8 +2.3
ISCF iShares International SmallCap Equity Factor ETF 0.8 23 52 8.6 +4.2
VT Vanguard Total World Stock ETF 0.7 7 68 5.0 +0.5
ACWI iShares MSCI ACWI ETF 0.7 32 43 5.4 +0.9
DGRO iShares Core Dividend Growth ETF 0.7 8 67 6.5 +2.0
IEUR iShares Core MSCI Europe ETF 0.7 11 64 6.8 +2.3
PY Principal Value ETF 0.7 15 60 7.5 +3.0
DFSI Dimensional International Sustainability Core 1 ETF 0.7 24 51 6.2 +1.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.7 49 26 5.9 +1.5
REVS Columbia Research Enhanced Value ETF 0.7 19 56 7.8 +3.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 57 7.6 +3.1
BLES Inspire Global Hope ETF 0.7 61 14 6.2 +1.8
FEX First Trust Large Cap Core AlphaDEX Fund 0.7 59 16 5.5 +1.0
HLGE Hartford Longevity Economy ETF 0.7 44 31 6.3 +1.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.7 65 10 4.2 -0.3
VEA Vanguard FTSE Developed Markets ETF 0.7 5 70 6.9 +2.4
SFYX SoFi Next 500 ETF 0.7 0 75 5.5 +1.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.7 32 43 4.9 +0.5
SMOG VanEck Low Carbon Energy ETF 0.7 61 14 3.1 -1.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.7 9 66 4.8 +0.3
XSW SPDR S&P Software & Services ETF 0.7 35 40 2.8 -1.7
IMCV iShares Morningstar Mid-Cap Value ETF 0.7 6 69 8.0 +3.5
FDEV Fidelity International Multifactor ETF 0.7 18 57 7.3 +2.8
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.7 25 50 7.4 +2.9
SPEU SPDR Portfolio Europe ETF 0.7 7 68 6.7 +2.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.7 15 60 7.3 +2.9
BKWO BNY Mellon Women's Opportunities ETF 0.7 50 25 3.5 -1.0
FPX First Trust US Equity Opportunities ETF 0.7 61 14 0.6 -3.9
HOMZ Hoya Capital Housing ETF 0.7 30 45 7.9 +3.4
MGK Vanguard Mega Cap Growth ETF 0.7 7 68 4.0 -0.5
AFLG First Trust Active Factor Large Cap ETF 0.7 55 20 6.1 +1.6
CGV Conductor Global Equity Value ETF 0.7 130 -55 10.2 +5.7
FQAL Fidelity Quality Factor ETF 0.7 15 60 5.6 +1.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.7 25 50 5.5 +1.0
ESGV Vanguard ESG U.S. Stock ETF 0.7 9 66 4.8 +0.3
AVDE Avantis International Equity ETF 0.7 23 52 7.9 +3.4
BBEU JPMorgan BetaBuilders Europe ETF 0.7 9 66 6.8 +2.3
SFY SoFi Select 500 ETF 0.7 0 75 5.0 +0.5
ILCG iShares Morningstar Growth ETF 0.7 4 71 3.8 -0.7
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.7 46 29 6.4 +1.9
DFIC Dimensional International Core Equity 2 ETF 0.7 23 52 7.4 +2.9
JVAL JPMorgan U.S. Value Factor ETF 0.7 12 63 8.2 +3.8
IEV iShares Europe ETF 0.7 67 8 6.3 +1.8
ROUS Hartford Multifactor US Equity ETF 0.6 19 56 6.3 +1.8
IMFL Invesco International Developed Dynamic Multifactor ETF 0.6 34 41 10.9 +6.4
FSMD Fidelity Small-Mid Multifactor ETF 0.6 15 60 7.1 +2.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.6 15 60 6.2 +1.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.6 12 63 4.3 -0.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 68 5.6 +1.1
QDF FlexShares Quality Dividend Index Fund 0.6 37 38 4.9 +0.4
FVD First Trust Value Line Dividend Index Fund 0.6 65 10 5.9 +1.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 7 68 6.4 +1.9
XLK Technology Select Sector SPDR Fund 0.6 9 66 4.8 +0.3
EPS WisdomTree U.S. LargeCap Fund 0.6 8 67 6.2 +1.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.6 20 55 7.8 +3.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 36 7.6 +3.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 46 6.1 +1.6
WTV WisdomTree US Value Fund of Benef Interest 0.6 12 63 8.6 +4.1
PID Invesco International Dividend Achievers ETF 0.6 53 22 7.4 +2.9
DTH WisdomTree International High Dividend Fund 0.6 58 17 10.2 +5.8
ECNS iShares MSCI China Small-Cap ETF 0.6 59 16 11.6 +7.1
RYJ Invesco Raymond James SB-1 Equity ETF 0.6 75 0 2.9 -1.6
OEUR ALPS O'Shares Europe Quality Dividend ETF 0.6 48 27 5.7 +1.2
OEF iShares S&P 100 ETF 0.6 20 55 4.8 +0.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.6 45 30 8.3 +3.8
WOMN Impact Shares YWCA Women's Empowerment ETF 0.6 75 0 4.6 +0.2
VXUS Vanguard Total International Stock ETF 0.6 7 68 5.3 +0.8
DTD WisdomTree U.S. Total Dividend Fund 0.6 28 47 6.5 +2.0
DFAI Dimensional International Core Equity Market ETF 0.6 18 57 6.9 +2.4
LRGF iShares U.S. Equity Factor ETF 0.6 8 67 5.8 +1.3
AVUS Avantis U.S. Equity ETF 0.6 15 60 5.9 +1.5
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.6 90 -15 6.8 +2.3
SMMD iShares Russell 2500 ETF 0.6 15 60 5.8 +1.3
IEFA iShares Core MSCI EAFE ETF 0.6 7 68 6.7 +2.2
IQLT iShares MSCI Intl Quality Factor ETF 0.6 30 45 5.7 +1.2
HART IQ Healthy Hearts ETF 0.6 45 30 5.2 +0.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.6 8 67 5.1 +0.7
CATH Global X S&P 500 Catholic Values Custom ETF 0.6 29 46 5.0 +0.5
IYW iShares U.S. Technology ETF 0.6 40 35 4.2 -0.3
IQSI IQ Candriam International Equity ETF 0.6 15 60 6.3 +1.8
ISCG iShares Morningstar Small-Cap Growth ETF 0.6 6 69 2.3 -2.2
DLN WisdomTree U.S. LargeCap Dividend Fund 0.6 28 47 6.2 +1.7
IDEV iShares Core MSCI International Developed Markets ETF 0.6 4 71 6.8 +2.3
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.5 29 46 8.7 +4.2
RNMC First Trust Mid Cap US Equity Select ETF 0.5 60 15 7.8 +3.3
JQUA JPMorgan U.S. Quality Factor ETF 0.5 12 63 5.5 +1.0
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.5 45 30 6.3 +1.8
JEPI JPMorgan Equity Premium Income ETF 0.5 35 40 5.2 +0.8
RAFE PIMCO RAFI ESG U.S. ETF 0.5 29 46 6.9 +2.5
NUDV Nuveen ESG Dividend ETF 0.5 26 49 7.5 +3.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.5 50 25 5.7 +1.2
SHE SPDR MSCI USA Gender Diversity ETF 0.5 20 55 4.7 +0.3
EFG iShares MSCI EAFE Growth ETF 0.5 36 39 4.0 -0.5
NANC Unusual Whales Subversive Democratic Trading ETF 0.5 75 0 3.6 -0.9
FNDX Schwab Fundamental US Large Co. Index ETF 0.5 25 50 6.9 +2.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.5 50 25 4.3 -0.2
DMXF iShares ESG Advanced MSCI EAFE ETF 0.5 12 63 5.4 +0.9
RAYD Rayliant Quantitative Developed Market Equity ETF 0.5 80 -5 4.4 -0.0
PRF Invesco FTSE RAFI US 1000 ETF 0.5 39 36 6.5 +2.1
KOMP SPDR S&P Kensho New Economies Composite ETF 0.5 20 55 2.0 -2.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.5 30 45 7.7 +3.3
JPIN J.P. Morgan Diversified Return International Equity ETF 0.5 37 38 8.7 +4.2
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.5 20 55 6.0 +1.5
VSGX Vanguard ESG International Stock ETF 0.5 12 63 4.3 -0.2
IUS Invesco RAFI Strategic US ETF 0.5 19 56 7.1 +2.6
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.5 58 17 10.2 +5.7
HDUS Hartford Disciplined US Equity ETF 0.5 19 56 6.1 +1.6
INTF iShares International Equity Factor ETF 0.5 15 60 7.9 +3.4
IXN iShares Global Tech ETF 0.5 41 34 4.1 -0.4
SPDW SPDR Portfolio Developed World ex-US ETF 0.5 3 72 6.8 +2.3
VLU SPDR S&P 1500 Value Tilt ETF 0.5 12 63 7.1 +2.6
RWL Invesco S&P 500 Revenue ETF 0.5 39 36 6.5 +2.1
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 10 7.6 +3.1
DWM WisdomTree International Equity Fund 0.5 48 27 7.9 +3.4
SNPE Xtrackers S&P 500 ESG ETF 0.5 10 65 5.2 +0.7
IQDF FlexShares International Quality Dividend Index Fund 0.5 47 28 10.5 +6.1
GVLU Gotham 1000 Value ETF 0.5 50 25 7.5 +3.1
ROAM Hartford Multifactor Emerging Markets ETF 0.5 44 31 11.6 +7.2
GVAL Cambria Global Value ETF 0.5 68 7 12.2 +7.7
IGM iShares Expanded Tech Sector ETF 0.5 41 34 4.0 -0.5
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.5 40 35 7.9 +3.4
FNDB Schwab Fundamental US Broad Market Index ETF 0.5 25 50 6.9 +2.4
TMFC Motley Fool 100 Index ETF 0.5 50 25 3.7 -0.8
DXJ WisdomTree Japan Hedged Equity Fund 0.5 48 27 7.9 +3.4
DKRB Subversive Decarbonization ETF 0.5 75 0 3.0 -1.5
FDM First Trust Dow Jones Select MicroCap Index Fund 0.5 60 15 7.9 +3.4
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.5 80 -5 13.8 +9.3
FLEU Franklin FTSE Eurozone ETF 0.5 9 66 6.7 +2.2
XJH iShares ESG Screened S&P Mid-Cap ETF 0.5 12 63 6.6 +2.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.5 25 50 7.4 +3.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 60 6.9 +2.4
EWC iShares MSCI Canada ETF 0.5 50 25 7.0 +2.5
PKW Invesco Buyback Achievers ETF 0.5 62 13 8.0 +3.5
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 15 6.0 +1.6
EFA iShares MSCI EAFE ETF 0.5 35 40 6.4 +2.0
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.5 32 43 7.1 +2.6
WWJD Inspire International ETF 0.5 80 -5 7.0 +2.5
FKU First Trust United Kingdom AlphaDEX Fund 0.5 80 -5 7.6 +3.1
VGT Vanguard Information Technology ETF 0.5 10 65 4.4 -0.1
JHDV John Hancock U.S. High Dividend ETF 0.5 34 41 6.3 +1.8
FTEC Fidelity MSCI Information Technology Index ETF 0.5 8 67 4.4 -0.1
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.5 36 39 6.4 +1.9
EZU iShares MSCI Eurozone ETF 0.4 52 23 6.2 +1.8
VALQ American Century U.S. Quality Value ETF 0.4 29 46 7.2 +2.7
IQRA IQ CBRE Real Assets ETF 0.4 65 10 5.8 +1.3
QQQM Invesco NASDAQ 100 ETF 0.4 15 60 4.5 -0.0
IDHQ Invesco S&P International Developed High Quality ETF 0.4 29 46 6.0 +1.5
QQQ Invesco QQQ Trust Series I 0.4 20 55 4.4 -0.1
IVOO Vanguard S&P Mid-Cap 400 ETF 0.4 10 65 6.8 +2.4
MDY SPDR S&P Midcap 400 ETF Trust 0.4 23 52 6.6 +2.1
AFSM First Trust Active Factor Small Cap ETF 0.4 75 0 7.6 +3.1
IXUS iShares Core MSCI Total International Stock ETF 0.4 7 68 5.1 +0.6
IJH iShares Core S&P Mid-Cap ETF 0.4 5 70 34.1 +29.7
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.4 3 72 6.8 +2.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 50 5.9 +1.4
EFV iShares MSCI EAFE Value ETF 0.4 34 41 9.3 +4.8
QQMG Invesco ESG NASDAQ 100 ETF 0.4 20 55 4.5 0.0
SQEW LeaderShares Equity Skew ETF 0.4 81 -6 5.9 +1.4
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.4 14 61 6.1 +1.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.4 20 55 6.6 +2.1
SCHF Schwab International Equity ETF 0.4 6 69 7.0 +2.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.4 24 51 7.9 +3.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.4 39 36 7.5 +3.0
FLJP Franklin FTSE Japan ETF 0.4 9 66 6.8 +2.4
ECLN First Trust EIP Carbon Impact ETF 0.4 96 -21 5.7 +1.2
DFNV Donoghue Forlines Innovation ETF 0.4 69 6 5.2 +0.7
AVLV Avantis U.S. Large Cap Value ETF 0.4 15 60 7.5 +3.0
RECS Columbia Research Enhanced Core ETF 0.4 15 60 5.4 +1.0
FLJH Franklin FTSE Japan Hedged ETF 0.4 9 66 6.7 +2.2
DOL WisdomTree International LargeCap Dividend Fund 0.4 48 27 7.8 +3.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 15 0.9 -3.6
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.4 30 45 6.8 +2.3
LRND IQ U.S. Large Cap R&D Leaders ETF 0.4 14 61 6.0 +1.5
ACWX iShares MSCI ACWI ex U.S. ETF 0.4 34 41 4.9 +0.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.4 41 34 6.6 +2.1
BKIE BNY Mellon International Equity ETF 0.4 4 71 6.9 +2.4
VEGN US Vegan Climate ETF 0.4 60 15 4.4 -0.1
DIVI Franklin International Core Dividend Tilt Index ETF 0.4 9 66 8.0 +3.5
IUSG iShares Core S&P U.S. Growth ETF 0.4 4 71 4.4 -0.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 33 4.9 +0.5
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.4 80 -5 5.6 +1.1
EWY iShares MSCI South Korea ETF 0.3 58 17 8.4 +4.0
NUEM Nuveen ESG Emerging Markets Equity ETF 0.3 36 39 6.8 +2.3
GINN Goldman Sachs Innovate Equity ETF 0.3 52 23 2.8 -1.7
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.3 44 31 9.7 +5.2
FLDZ RiverNorth Patriot ETF 0.3 75 0 5.9 +1.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.3 75 0 4.6 +0.1
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 45 6.7 +2.2
IQIN IQ 500 International ETF 0.3 25 50 8.9 +4.4
SPYG SPDR Portfolio S&P 500 Growth ETF 0.3 4 71 4.3 -0.2
IVW iShares S&P 500 Growth ETF 0.3 18 57 4.2 -0.3
JPXN iShares JPX-Nikkei 400 ETF 0.3 48 27 7.2 +2.7
GCOW Pacer Global Cash Cows Dividend ETF 0.3 60 15 13.7 +9.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.3 25 50 9.0 +4.5
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.3 80 -5 11.0 +6.5
DFJ WisdomTree Japan SmallCap Dividend Fund 0.3 58 17 7.6 +3.1
JHMD John Hancock Multifactor Developed International ETF 0.3 39 36 7.4 +2.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 58 5.3 +0.9
IWF iShares Russell 1000 Growth ETF 0.3 19 56 4.4 -0.1
VONG Vanguard Russell 1000 Growth ETF 0.3 8 67 4.5 -0.0
FLKR Franklin FTSE South Korea ETF 0.3 9 66 9.2 +4.7
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 60 5.8 +1.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.3 24 51 7.7 +3.2
DFE WisdomTree Europe SmallCap Dividend Fund 0.3 58 17 10.9 +6.4
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.3 58 17 7.4 +2.9
STXV Strive 1000 Value ETF 0.3 18 57 7.9 +3.4
EWUS iShares MSCI United Kingdom Small Cap ETF 0.3 59 16 6.2 +1.7
AVIV Avantis International Large Cap Value ETF 0.3 25 50 8.9 +4.4
DURA VanEck Durable High Dividend ETF 0.3 29 46 7.7 +3.2
DGRW WisdomTree US Quality Dividend Growth Fund 0.3 28 47 6.0 +1.5
ISCB iShares Morningstar Small-Cap ETF 0.3 4 71 5.2 +0.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.3 35 40 6.9 +2.4
EZM WisdomTree U.S. MidCap Fund 0.3 38 37 8.1 +3.7
VPL Vanguard FTSE Pacific ETF 0.3 8 67 6.6 +2.1
IPAC iShares Core MSCI Pacific ETF 0.3 9 66 6.4 +1.9
PINK Simplify Health Care ETF 0.3 50 25 3.7 -0.8
FBCG Fidelity Blue Chip Growth ETF 0.3 59 16 2.4 -2.1
EMMF WisdomTree Emerging Markets Multifactor Fund 0.3 48 27 8.6 +4.1
FDMO Fidelity Momentum Factor ETF 0.3 15 60 3.4 -1.1
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.3 80 -5 10.9 +6.4
IGPT Invesco AI and Next Gen Software ETF 0.3 60 15 3.4 -1.1
VYMI Vanguard International High Dividend Yield ETF 0.3 22 53 9.7 +5.3
DLS WisdomTree International SmallCap Dividend Fund 0.3 58 17 8.7 +4.2
AIEQ AI Powered Equity ETF 0.2 75 0 5.4 +0.9
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 50 8.6 +4.2
AIVI WisdomTree International AI Enhanced Value Fund 0.2 58 17 8.4 +3.9
EMXF iShares ESG Advanced MSCI EM ETF 0.2 16 59 7.6 +3.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 54 3.6 -0.9
LDEM iShares ESG MSCI EM Leaders ETF 0.2 17 58 7.9 +3.4
QLC FlexShares US Quality Large Cap Index Fund 0.2 25 50 5.5 +1.0
ONEY SPDR Russell 1000 Yield Focus ETF 0.2 20 55 10.1 +5.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 15 60 7.6 +3.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 34 7.9 +3.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.2 29 46 9.1 +4.6
ECH iShares MSCI Chile ETF 0.2 58 17 -1,571.7 -1,576.2
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.2 58 17 5.4 +0.9
EMSG Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 0.2 20 55 7.6 +3.1
CGGR Capital Group Growth ETF 0.2 39 36 3.3 -1.2
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 26 8.3 +3.9
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.2 70 5 7.1 +2.6
IQDG WisdomTree International Quality Dividend Growth Fund 0.2 42 33 5.7 +1.2
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 56 6.8 +2.4
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 33 6.7 +2.2
WRND IQ Global Equity R&D Leaders ETF 0.2 18 57 6.9 +2.5
IDMO Invesco S&P International Developed Momentum ETF 0.2 25 50 7.8 +3.3
IWY iShares Russell Top 200 Growth ETF 0.2 20 55 4.5 +0.0
FTA First Trust Large Cap Value AlphaDEX Fund 0.2 59 16 8.3 +3.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 56 6.4 +1.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 36 4.0 -0.5
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 30 8.4 +3.9
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 60 3.4 -1.1
VFMO Vanguard U.S. Momentum Factor ETF 0.2 13 62 2.7 -1.8
VXF Vanguard Extended Market ETF 0.2 6 69 3.8 -0.7
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.2 25 50 6.8 +2.3
PXH Invesco FTSE RAFI Emerging Markets ETF 0.2 49 26 11.5 +7.0
ESGD iShares ESG Aware MSCI EAFE ETF 0.2 20 55 6.4 +2.0
EWJV iShares MSCI Japan Value ETF 0.2 15 60 8.8 +4.4
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.2 24 51 6.9 +2.4
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.2 39 36 12.2 +7.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 36 8.4 +4.0
AVES Avantis Emerging Markets Value ETF 0.2 36 39 11.8 +7.3
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 60 5.9 +1.4
EMXC iShares MSCI Emerging Markets ex China ETF 0.1 25 50 -4.2 -8.7
KRUZ Unusual Whales Subversive Republican Trading ETF 0.1 75 0 4.7 +0.2
BKF iShares MSCI BIC ETF 0.1 69 6 7.0 +2.5
BTHM BlackRock Future U.S. Themes ETF 0.1 60 15 4.5 +0.0
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.1 45 30 6.3 +1.9
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 16 -0.6 -5.0
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 10 7.6 +3.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.1 25 50 6.5 +2.0
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 57 4.0 -0.5
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 34 7.1 +2.6
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 68 1.7 -2.8
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 40 7.7 +3.2
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 37 8.1 +3.6
DEW WisdomTree Global High Dividend Fund 0.1 58 17 9.1 +4.7
SMDY Syntax Stratified MidCap ETF 0.1 35 40 6.1 +1.7
SPMO Invesco S&P 500 Momentum ETF 0.1 13 62 4.0 -0.5
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 64 -12.9 -17.4
VFMF Vanguard U.S. Multifactor ETF 0.1 18 57 8.5 +4.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.1 20 55 6.8 +2.4
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 66 1.2 -3.3
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 39 -13.0 -17.5
IWC iShares Micro-Cap ETF 0.1 60 15 -4.0 -8.5
HEDJ WisdomTree Europe Hedged Equity Fund 0.1 58 17 8.3 +3.8
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.1 25 50 7.7 +3.2
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 9 -0.6 -5.1
EEM iShares MSCI Emerging Markets ETF 0.1 69 6 -1.1 -5.5
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 45 7.1 +2.6
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 45 8.4 +3.9
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.1 50 25 10.5 +6.0
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 60 5.2 +0.7
RODE Hartford Multifactor Diversified International ETF 0.1 29 46 11.4 +6.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 8 9.4 +4.9
AVEM Avantis Emerging Markets Equity ETF 0.1 33 42 8.8 +4.4
EWJ iShares MSCI Japan ETF 0.1 50 25 6.4 +1.9
QGRO American Century U.S. Quality Growth ETF 0.1 29 46 4.9 +0.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 36 8.6 +4.1
SCHE Schwab Emerging Markets Equity ETF 0.1 11 64 7.6 +3.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 55 6.5 +2.0
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 60 7.4 +3.0
STXE Strive Emerging Markets Ex-China ETF 0.1 32 43 -12.1 -16.5
VWO Vanguard FTSE Emerging Markets ETF 0.1 8 67 -0.0 -4.5
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 45 7.5 +3.0
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.1 47 28 6.3 +1.8
EMLP First Trust North American Energy Infrastructure Fund 0.1 95 -20 5.6 +1.2
PSC Principal U.S. Small-Cap ETF 0.1 38 37 7.7 +3.3
DEM WisdomTree Emerging Markets High Dividend Fund 0.1 63 12 12.5 +8.0
GWX SPDR S&P International Small Cap ETF 0.1 40 35 5.3 +0.8
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 60 4.7 +0.2
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 42 7.1 +2.6
DIVB iShares Core Dividend ETF 0.1 5 70 7.9 +3.4
GXC SPDR S&P China ETF 0.1 59 16 9.3 +4.8
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 56 7.3 +2.8
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 26 6.8 +2.4
XC WisdomTree Emerging Markets Ex-China Fund 0.0 32 43 -4.8 -9.3
EWW iShares MSCI Mexico ETF 0.0 50 25 6.5 +2.0
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 5 6.5 +2.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.0 29 46 7.2 +2.7
DISV Dimensional International Small Cap Value ETF 0.0 42 33 9.2 +4.8
FLCH Franklin FTSE China ETF 0.0 19 56 9.9 +5.4
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 25 4.8 +0.3
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 43 6.1 +1.6
VTWV Vanguard Russell 2000 Value ETF 0.0 15 60 5.7 +1.2
IWN iShares Russell 2000 Value ETF 0.0 24 51 5.6 +1.1
DFEV Dimensional Emerging Markets Value ETF 0.0 43 32 11.0 +6.5
VTWO Vanguard Russell 2000 ETF 0.0 10 65 3.7 -0.8
IWM iShares Russell 2000 ETF 0.0 19 56 3.5 -0.9
DFAS Dimensional U.S. Small Cap ETF 0.0 26 49 5.8 +1.3
GMF SPDR S&P Emerging Asia Pacific ETF 0.0 49 26 6.5 +2.0
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 18 3.3 -1.1
IWO iShares Russell 2000 Growth ETF 0.0 24 51 1.4 -3.1
VTWG Vanguard Russell 2000 Growth ETF 0.0 15 60 1.6 -2.9
ISCV iShares Morningstar Small Cap Value ETF 0.0 6 69 8.1 +3.6
TGRW T. Rowe Price Growth Stock ETF 0.0 52 23 4.0 -0.5
AVSC Avantis U.S Small Cap Equity ETF 0.0 25 50 5.1 +0.6

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:
Invesco Global Water ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL

Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 16.3 %
Divided by: Fwd. P/BV 3.1 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 4.5 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

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

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

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

 

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