Invesco Active U.S. Real Estate Fund
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
Invesco Active U.S. Real Estate Fund objective is is high total return through growth of capital and current income. The Fund invests in at least 80% of its assets in securities of compani |
Category | US Equities |
Fund Sponsor | Invesco PowerShares |
Website | www.powershares.com |
Inception date | Nov 20, 2008 |
Assets (mns) | $109 |
Currency | USD |
Expense ratio | 35 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | Bank of New York Mellon |
Weighting | Proprietary |
Index replication | n/a |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 74 |
Wgt avg mkt cap (mns) | $22,663 |
Large cap (>$10bn) | 55.1% |
Mid cap ($2-10bn) | 29.9% |
Small cap (<$2bn) | 14.2% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
SBA COMMUNICATIONS CORP. CLASS A | 5.4 % |
CROWN CASTLE INTL CORP | 5.3 % |
AMERICAN TOWER CORP-CL A | 5.2 % |
DIGITAL REALTY TRUST INC | 4.6 % |
EQUINIX INC | 4.4 % |
PROLOGIS INC | 2.1 % |
STAG INDUSTRIAL INC | 2.1 % |
TERRENO REALTY CORP | 2.1 % |
REXFORD INDUSTRIAL REALTY IN | 2.1 % |
FIRST INDUSTRIAL REALTY TR | 2.1 % | Total | 35.5 % |
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UNITED STATES | 99.0 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
0.4% | -17.1% | 5.4% | 5.5% | 11.0% |
versus... | Beta | R-squared |
S&P500 | 0.94 | 75% |
MSCI EAFE | 0.85 | 60% |
MSCI Emg. Mkts. | 0.60 | 31% |
Recent close | $82.08 |
30d moving avg. | $84.81 |
Annualized volatility | 19.8% |
Short interest (ETF) | 0.0% |
Short interest (Underlying) | 2.3% |
Relative strength (RSI) | 43 |
Avg. volume (thou.) | 7 |
Turnover | 0.5% |
Bid/Ask (% of price) | 0.15% |
ADV underlying (mns) | $3,335 |
FINDING ALTERNATIVE FUNDS
Below is a list of 551 potential alternatives to the Invesco Active U.S. Real Estate Fund ETF based on the alternatives' overlap in portfolio holdings with PSR. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | PSR | Expense: | 35 bp | ALTAR Score™: | 8.4% |
Ticker | Fund Name |
Overlap1 vs PSR (%) |
Expense ratio (bp) |
Savings vs PSR (bp) |
ALTAR Score™ (%) |
ALTAR vs PSR (%) |
SCHH | Schwab U.S. REIT ETF | 62.1 | 7 | 28 | 7.7 | -0.7 |
DFAR | Dimensional US Real Estate ETF | 61.6 | 19 | 16 | 7.6 | -0.8 |
FREL | Fidelity MSCI Real Estate Index ETF | 60.4 | 84 | -49 | 6.8 | -1.5 |
IYR | iShares U.S. Real Estate ETF | 58.2 | 39 | -4 | 7.4 | -1.0 |
VNQ | Vanguard REIT Index Fund | 56.2 | 12 | 23 | 7.6 | -0.8 |
USRT | iShares Core U.S. REIT ETF | 53.2 | 8 | 27 | 7.8 | -0.6 |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 52.5 | 11 | 24 | 7.7 | -0.7 |
FRI | First Trust S&P REIT Index Fund | 52.4 | 50 | -15 | 7.3 | -1.1 |
PPTY | PPTY-U.S. Diversified Real Estate ETF | 51.4 | 49 | -14 | 7.6 | -0.7 |
AVRE | Avantis Real Estate ETF | 50.6 | 17 | 18 | 6.7 | -1.7 |
RWR | SPDR Dow Jones REIT ETF | 50.4 | 25 | 10 | 7.5 | -0.9 |
ICF | iShares Cohen & Steers REIT ETF | 49.9 | 32 | 3 | 7.1 | -1.2 |
ROOF | IQ US Real Estate Small Cap ETF | 48.1 | 60 | -25 | 5.2 | -3.1 |
DFGR | Dimensional Global Real Estate ETF | 47.6 | 22 | 13 | 7.2 | -1.1 |
FPRO | Fidelity Real Estate Investment ETF | 46.3 | 59 | -24 | 6.0 | -2.3 |
XLRE | The Real Estate Select Sector SPDR Fund | 46.2 | 10 | 25 | 7.2 | -1.2 |
REET | iShares Global REIT ETF | 44.7 | 14 | 21 | 7.4 | -1.0 |
RWO | SPDR Dow Jones Global Real Estate ETF | 42.7 | 50 | -15 | 7.0 | -1.3 |
EWRE | Invesco S&P 500 Equal Weight Real Estate ETF | 41.5 | 40 | -5 | 7.6 | -0.8 |
JPRE | JPMorgan Realty Income ETF | 39.7 | 50 | -15 | 7.1 | -1.3 |
DTRE | Alerian Disruptive Technology Real Estate ETF | 39.7 | 60 | -25 | 8.3 | -0.0 |
ERET | iShares Environmentally Aware Real Estate ETF | 39.3 | 30 | 5 | 7.6 | -0.7 |
IVRA | Invesco Real Assets ESG ETF | 36.1 | 59 | -24 | 7.2 | -1.2 |
WTRE | WisdomTree New Economy Real Estate Fund | 35.0 | 58 | -23 | 5.3 | -3.1 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 32.4 | 45 | -10 | 8.1 | -0.2 |
RITA | ETFB Green SRI REITs ETF | 32.4 | 50 | -15 | 5.1 | -3.3 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 31.4 | 69 | -34 | 5.1 | -3.3 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 26.8 | 75 | -40 | 3.5 | -4.8 |
REZ | iShares Residential Real Estate Capped ETF | 26.4 | 48 | -13 | 6.4 | -2.0 |
RDOG | ALPS REIT Dividend Dogs ETF | 25.0 | 35 | 0 | 13.3 | +5.0 |
VPN | Global X Data Center REITs & Digital Infrastructure ETF | 24.9 | 50 | -15 | 5.5 | -2.8 |
NURE | Nuveen Short-Term REIT ETF | 24.3 | 35 | 0 | 6.0 | -2.4 |
SRVR | Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 24.1 | 60 | -25 | 7.4 | -1.0 |
VRAI | Virtus Real Asset Income ETF | 22.0 | 55 | -20 | 8.5 | +0.1 |
HOMZ | Hoya Capital Housing ETF | 22.0 | 30 | 5 | 9.9 | +1.6 |
JRE | Janus Henderson U.S. Real Estate ETF | 21.2 | 65 | -30 | 5.6 | -2.8 |
HAUS | Residential REIT Income ETF | 20.3 | 60 | -25 | 6.5 | -1.9 |
INDS | Pacer Benchmark Industrial Real Estate SCTR ETF | 20.1 | 60 | -25 | 5.5 | -2.9 |
BLDG | Cambria Global Real Estate ETF | 19.0 | 59 | -24 | 9.9 | +1.6 |
BYTE | Roundhill IO Digital Infrastructure ETF | 17.7 | 76 | -41 | 5.5 | -2.9 |
RIET | Hoya Capital High Dividend Yield ETF | 17.2 | 50 | -15 | 13.0 | +4.7 |
SPYD | SPDR S&P 500 High Dividend ETF | 16.5 | 7 | 28 | 11.4 | +3.1 |
RESI | Kelly Residential & Apartment Real Estate ETF | 15.6 | 68 | -33 | 5.2 | -3.1 |
DIP | BTD Capital Fund | 13.1 | 129 | -94 | 8.1 | -0.2 |
KBWY | Invesco KBW Premium Yield Equity REIT ETF | 13.1 | 35 | 0 | 18.7 | +10.3 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 12.1 | 49 | -14 | 6.1 | -2.3 |
NETL | NETLease Corporate Real Estate ETF | 11.6 | 60 | -25 | 9.3 | +1.0 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 10.9 | 60 | -25 | 8.8 | +0.4 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 10.6 | 12 | 23 | 6.3 | -2.1 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 10.5 | 30 | 5 | 9.8 | +1.5 |
BIBL | Inspire ETF | 10.2 | 35 | 0 | 5.9 | -2.4 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 9.9 | 47 | -12 | 5.7 | -2.7 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 9.8 | 80 | -45 | 7.3 | -1.1 |
CZA | Invesco Zacks Mid-Cap ETF | 9.7 | 69 | -34 | 7.8 | -0.6 |
XDAT | Franklin Exponential Data ETF | 9.3 | 50 | -15 | 4.0 | -4.4 |
VOE | Vanguard Mid-Cap Value Index Fund | 9.2 | 7 | 28 | 8.9 | +0.5 |
IWS | iShares Russell Mid-Cap Value ETF | 9.0 | 23 | 12 | 7.8 | -0.6 |
DON | WisdomTree U.S. MidCap Dividend Fund | 8.8 | 38 | -3 | 10.2 | +1.8 |
PSCF | Invesco S&P SmallCap Financials ETF | 8.8 | 29 | 6 | 12.0 | +3.7 |
GLIF | AGFiQ Global Infrastructure ETF | 8.8 | 45 | -10 | 6.3 | -2.1 |
FLDZ | RiverNorth Volition America Patriot ETF | 8.2 | 70 | -35 | 7.0 | -1.3 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 7.8 | 6 | 29 | 9.4 | +1.1 |
NUDV | Nuveen ESG Dividend ETF | 7.7 | 25 | 10 | 8.3 | -0.0 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 7.6 | 25 | 10 | 7.8 | -0.5 |
ICAP | InfraCap Equity Income Fund ETF | 7.6 | 80 | -45 | 11.8 | +3.4 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 7.5 | 27 | 8 | 8.6 | +0.2 |
IMCB | iShares Morningstar Mid-Cap ETF | 7.5 | 4 | 31 | 7.2 | -1.2 |
PFI | Invesco DWA Financial Momentum ETF | 7.5 | 60 | -25 | 7.4 | -1.0 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 7.5 | 4 | 31 | 7.2 | -1.2 |
BOSS | Global X Founder-Run Companies ETF | 7.4 | 45 | -10 | 3.3 | -5.1 |
VO | Vanguard Mid-Cap Index Fund | 7.3 | 4 | 31 | 6.9 | -1.4 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 7.3 | 24 | 11 | 9.6 | +1.2 |
FDVV | Fidelity Core Dividend ETF | 7.2 | 29 | 6 | 11.6 | +3.2 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 7.1 | 6 | 29 | 5.2 | -3.1 |
DFRA | Donoghue Forlines Yield Enhanced Real Asset ETF | 7.0 | 69 | -34 | 8.1 | -0.3 |
PY | Principal Shareholder Yield Index ETF | 7.0 | 15 | 20 | 8.5 | +0.1 |
FIVG | Defiance Next Gen Connectivity ETF | 6.9 | 30 | 5 | 7.4 | -0.9 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 6.9 | 20 | 15 | 11.1 | +2.8 |
FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | 6.7 | 60 | -25 | 12.1 | +3.8 |
SRET | Global X SuperDividend REIT ETF | 6.7 | 58 | -23 | 10.1 | +1.7 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 6.7 | 18 | 17 | 9.2 | +0.9 |
FCLD | Fidelity Cloud Computing ETF | 6.6 | 39 | -4 | 4.4 | -4.0 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 6.6 | 65 | -30 | 6.2 | -2.1 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 6.3 | 20 | 15 | 7.2 | -1.1 |
OSCV | Opus Small Cap Value Plus ETF | 6.1 | 79 | -44 | 7.0 | -1.4 |
IQSM | IQ Candriam ESG U.S. Mid Cap Equity ETF | 6.1 | 15 | 20 | 7.6 | -0.8 |
SCHM | Schwab U.S. Mid-Cap ETF | 6.1 | 4 | 31 | 6.7 | -1.6 |
IWR | iShares Russell Midcap ETF | 6.1 | 18 | 17 | 6.7 | -1.7 |
TMFG | Motley Fool Global Opportunities ETF | 6.1 | 85 | -50 | 4.3 | -4.1 |
YPS | Arrow Reverse Cap 500 ETF | 6.1 | 29 | 6 | 7.1 | -1.3 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 6.0 | 81 | -46 | 5.6 | -2.8 |
UDI | USCF Dividend Income Fund | 5.8 | 65 | -30 | 9.1 | +0.8 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 5.8 | 18 | 17 | 9.8 | +1.5 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 5.8 | 10 | 25 | 5.9 | -2.5 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 5.8 | 10 | 25 | 5.8 | -2.5 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 5.8 | 15 | 20 | 9.9 | +1.5 |
MILN | Global X Millennial Consumer ETF | 5.7 | 50 | -15 | 2.9 | -5.5 |
IDAT | iShares Cloud 5G and Tech ETF | 5.7 | 47 | -12 | 6.2 | -2.1 |
CVY | Invesco Zacks Multi-Asset Income ETF | 5.7 | 100 | -65 | 11.9 | +3.5 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 5.6 | 30 | 5 | 9.8 | +1.4 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 5.6 | 9 | 26 | 7.1 | -1.2 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 5.6 | 20 | 15 | 7.9 | -0.4 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 5.6 | 7 | 28 | 6.1 | -2.3 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 5.5 | 15 | 20 | 9.8 | +1.5 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 5.5 | 20 | 15 | 9.4 | +1.0 |
RSP | Invesco S&P 500 Equal Weight ETF | 5.4 | 20 | 15 | 7.3 | -1.0 |
VBR | Vanguard Small Cap Value Index Fund | 5.4 | 7 | 28 | 9.5 | +1.2 |
IWN | iShares Russell 2000 Value ETF | 5.4 | 23 | 12 | 6.6 | -1.7 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 5.3 | 12 | 23 | 8.5 | +0.2 |
VTWV | Vanguard Russell 2000 Value Index Fund | 5.3 | 15 | 20 | 5.8 | -2.5 |
MDY | SPDR S&P Midcap 400 ETF Trust | 5.2 | 22 | 13 | 8.4 | +0.1 |
RNMC | Mid Cap US Equity Select ETF | 5.2 | 60 | -25 | 9.2 | +0.8 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 5.1 | 29 | 6 | 8.7 | +0.4 |
BLES | Inspire Global Hope Large Cap ETF | 5.1 | 49 | -14 | 7.6 | -0.7 |
VALQ | American Century STOXX U.S. Quality Value ETF | 5.1 | 29 | 6 | 10.4 | +2.1 |
NXTG | First Trust Indxx NextG ETF | 5.1 | 70 | -35 | 6.6 | -1.7 |
HOTL | Kelly Hotel & Lodging Sector ETF | 5.1 | 78 | -43 | 3.0 | -5.4 |
VEGN | US Vegan Climate ETF | 5.1 | 60 | -25 | 5.6 | -2.8 |
IJH | iShares Core S&P Mid-Cap ETF | 5.1 | 5 | 30 | 8.6 | +0.2 |
SPMD | SPDR Portfolio Mid Cap ETF | 5.0 | 5 | 30 | 8.6 | +0.2 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 5.0 | 24 | 11 | 9.1 | +0.7 |
QDF | FlexShares Quality Dividend Index Fund | 5.0 | 37 | -2 | 8.3 | -0.1 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 5.0 | 15 | 20 | 8.7 | +0.3 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 5.0 | 15 | 20 | 9.3 | +1.0 |
VB | Vanguard Small-Cap ETF | 5.0 | 5 | 30 | 6.2 | -2.1 |
LYFE | 2nd Vote Life Neutral Plus ETF | 5.0 | 75 | -40 | 7.6 | -0.8 |
SFYX | Sofi Next 500 ETF | 4.9 | 0 | 35 | 6.9 | -1.5 |
SIZE | iShares MSCI USA Size Factor ETF | 4.8 | 15 | 20 | 6.9 | -1.4 |
FSMD | Fidelity Small-Mid Factor ETF | 4.8 | 29 | 6 | 8.5 | +0.2 |
EUSA | iShares MSCI USA Equal Weighted ETF | 4.8 | 9 | 26 | 7.1 | -1.3 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 4.8 | 39 | -4 | 14.7 | +6.4 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 4.8 | 10 | 25 | 8.5 | +0.2 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 4.7 | 65 | -30 | 6.0 | -2.3 |
VOT | Vanguard Mid-Cap Growth Index Fund | 4.7 | 7 | 28 | 5.2 | -3.2 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 4.7 | 25 | 10 | 8.4 | +0.1 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 4.7 | 47 | -12 | 6.2 | -2.1 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 4.6 | 55 | -20 | 4.3 | -4.1 |
ETHO | Etho Climate Leadership U.S. ETF | 4.6 | 47 | -12 | 5.7 | -2.7 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 4.6 | 37 | -2 | 7.8 | -0.6 |
ERTH | Invesco MSCI Sustainable Future ETF | 4.6 | 56 | -21 | 4.4 | -3.9 |
IJS | iShares S&P Small-cap 600 Value ETF | 4.5 | 18 | 17 | 9.8 | +1.4 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 4.5 | 15 | 20 | 9.8 | +1.5 |
DTD | WisdomTree U.S.Total Dividend Fund | 4.5 | 28 | 7 | 8.1 | -0.3 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 4.5 | 15 | 20 | 9.8 | +1.4 |
SNPV | Xtrackers S&P ESG Value ETF | 4.5 | 15 | 20 | 7.8 | -0.6 |
VBK | Vanguard Small-Cap Growth Index Fund | 4.5 | 7 | 28 | 1.6 | -6.7 |
BWEB | Bitwise Web3 ETF | 4.4 | 85 | -50 | 2.3 | -6.0 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 4.4 | 25 | 10 | 6.9 | -1.5 |
MBCC | Monarch Blue Chips Core ETF | 4.4 | 125 | -90 | 3.9 | -4.4 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 4.4 | 28 | 7 | 7.7 | -0.7 |
EWMC | Invesco S&P MidCap 400 Equal Weight ETF | 4.4 | 40 | -5 | 8.5 | +0.1 |
TMFM | Motley Fool Mid-Cap Growth ETF | 4.3 | 85 | -50 | 4.7 | -3.7 |
DHS | WisdomTree U.S. High Dividend Fund | 4.3 | 38 | -3 | 10.6 | +2.2 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 4.3 | 17 | 18 | 7.4 | -0.9 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 4.3 | 15 | 20 | 7.5 | -0.9 |
PBSM | Invesco PureBeta MSCI USA Small Cap ETF | 4.3 | 6 | 29 | 5.8 | -2.6 |
IUSV | iShares Core S&P U.S. Value ETF | 4.3 | 4 | 31 | 7.2 | -1.2 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 4.2 | 10 | 25 | 6.5 | -1.9 |
WCEO | Hypatia Women CEO ETF | 4.2 | 85 | -50 | 6.4 | -2.0 |
VOOV | Vanguard S&P 500 Value ETF | 4.2 | 10 | 25 | 7.0 | -1.4 |
IVE | iShares S&P 500 Value ETF | 4.2 | 18 | 17 | 6.9 | -1.5 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 4.2 | 4 | 31 | 7.0 | -1.3 |
NULV | Nuveen ESG Large-Cap Value ETF | 4.1 | 25 | 10 | 8.8 | +0.5 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 4.1 | 50 | -15 | 8.9 | +0.6 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 4.1 | 10 | 25 | 6.3 | -2.1 |
JHSC | John Hancock Multifactor Small Cap ETF | 4.1 | 42 | -7 | 7.4 | -1.0 |
JHMM | John Hancock Multifactor Mid Cap ETF | 4.1 | 41 | -6 | 8.0 | -0.3 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 4.1 | 60 | -25 | 8.8 | +0.4 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 4.0 | 15 | 20 | 7.5 | -0.9 |
DEW | WisdomTree Global High Dividend Fund | 4.0 | 58 | -23 | 11.0 | +2.6 |
USXF | iShares ESG Advanced MSCI USA ETF | 4.0 | 10 | 25 | 6.0 | -2.4 |
UTRN | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF | 4.0 | 75 | -40 | 6.7 | -1.7 |
IWD | iShares Russell 1000 Value ETF | 4.0 | 18 | 17 | 7.9 | -0.5 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 4.0 | 18 | 17 | 8.5 | +0.1 |
VONV | Vanguard Russell 1000 Value Index Fund | 4.0 | 8 | 27 | 8.0 | -0.4 |
NUSC | Nuveen ESG Small-Cap ETF | 4.0 | 30 | 5 | 5.8 | -2.5 |
SCHV | Schwab U.S. Large-Cap Value ETF | 3.9 | 4 | 31 | 8.0 | -0.4 |
AFMC | First Trust Active Factor Mid Cap ETF | 3.9 | 65 | -30 | 10.1 | +1.8 |
DEMZ | Advisors Inner Circle Fund III DEMZ Political Contributions | 3.8 | 45 | -10 | 6.4 | -2.0 |
HDUS | Hartford Disciplined US Equity ETF | 3.8 | 19 | 16 | 7.4 | -1.0 |
VXF | Vanguard Extended Market Index Fund | 3.8 | 6 | 29 | 4.2 | -4.1 |
SDG | iShares Sustainable MSCI Global Impact ETF | 3.7 | 49 | -14 | 7.1 | -1.3 |
CLOU | Global X Cloud Computing ETF | 3.7 | 68 | -33 | 2.3 | -6.1 |
FCPI | Fidelity Stocks for Inflation ETF | 3.7 | 29 | 6 | 10.0 | +1.6 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 3.7 | 17 | 18 | 5.9 | -2.5 |
GGRW | Gabelli Growth Innovators ETF | 3.5 | 90 | -55 | 3.4 | -4.9 |
SDY | SPDR S&P Dividend ETF | 3.5 | 35 | 0 | 7.4 | -1.0 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 3.5 | 25 | 10 | 10.3 | +1.9 |
SMMD | iShares Russell 2500 ETF | 3.4 | 15 | 20 | 6.5 | -1.9 |
REVS | Columbia Research Enhanced Value ETF | 3.4 | 19 | 16 | 9.4 | +1.0 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 3.4 | 4 | 31 | 6.4 | -2.0 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 3.4 | 30 | 5 | 5.6 | -2.8 |
SPDV | AAM S&P 500 High Dividend Value ETF | 3.4 | 29 | 6 | 12.3 | +3.9 |
ECOZ | TrueMark ESG Active Opportunities ETF | 3.4 | 58 | -23 | 5.1 | -3.3 |
STXV | Strive 1000 Value ETF | 3.4 | 18 | 17 | 9.2 | +0.8 |
QDYN | FlexShares Quality Dividend Dynamic Index Fund | 3.3 | 37 | -2 | 9.0 | +0.7 |
BEDZ | AdvisorShares Hotel ETF | 3.3 | 99 | -64 | 1.5 | -6.9 |
DEF | Invesco Defensive Equity ETF | 3.3 | 55 | -20 | 7.3 | -1.1 |
ISMD | Inspire Small/Mid Cap Impact ETF | 3.3 | 48 | -13 | 6.2 | -2.2 |
HAPY | Harbor Corporate Culture Leaders ETF | 3.3 | 36 | -1 | 4.6 | -3.8 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 3.3 | 27 | 8 | 6.8 | -1.6 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 3.3 | 39 | -4 | 7.9 | -0.5 |
CHGX | Change Finance U.S. Large Cap Fossil Fuel Free ETF | 3.2 | 49 | -14 | 6.3 | -2.1 |
EGIS | 2nd Vote Society Defended ETF | 3.2 | 75 | -40 | 7.3 | -1.1 |
SSPY | Syntax Stratified LargeCap ETF | 3.2 | 30 | 5 | 7.6 | -0.7 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 3.2 | 20 | 15 | 8.7 | +0.3 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 3.2 | 6 | 29 | 2.1 | -6.3 |
PSC | Principal U.S. Small Cap Index ETF | 3.2 | 38 | -3 | 9.0 | +0.6 |
KONG | Formidable Fortress ETF | 3.2 | 89 | -54 | 6.1 | -2.3 |
JEPI | JPMorgan Equity Premium Income ETF | 3.2 | 35 | 0 | 6.3 | -2.1 |
AFLG | First Trust Active Factor Large Cap ETF | 3.2 | 55 | -20 | 7.9 | -0.4 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 3.1 | 52 | -17 | 7.5 | -0.8 |
STXD | Strive 1000 Dividend Growth ETF | 3.1 | 35 | 0 | 6.7 | -1.7 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 3.1 | 20 | 15 | 6.8 | -1.5 |
SCHA | Schwab U.S. Small-Cap ETF | 3.1 | 4 | 31 | 5.8 | -2.5 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 3.1 | 70 | -35 | 13.4 | +5.1 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 3.1 | 41 | -6 | 7.1 | -1.3 |
GBUY | Goldman Sachs Future Consumer Equity ETF | 3.0 | 75 | -40 | 3.0 | -5.3 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 3.0 | 59 | -24 | 11.3 | +2.9 |
GURU | Global X Guru Index ETF | 3.0 | 75 | -40 | 4.9 | -3.5 |
STXK | Strive Small-Cap ETF | 3.0 | 18 | 17 | 5.7 | -2.7 |
GK | AdvisorShares Gerber Kawasaki ETF | 2.9 | 81 | -46 | 5.2 | -3.2 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 2.9 | 38 | -3 | 10.4 | +2.1 |
MAGA | Point Bridge GOP Stock Tracker ETF | 2.9 | 72 | -37 | 7.2 | -1.2 |
ISCB | iShares Morningstar Small-Cap ETF | 2.9 | 4 | 31 | 5.4 | -2.9 |
DSI | iShares MSCI KLD 400 Social ETF | 2.9 | 25 | 10 | 6.3 | -2.1 |
GRNR | Global X Green Building ETF | 2.9 | 45 | -10 | 8.1 | -0.3 |
JHDV | John Hancock U.S. High Dividend ETF | 2.9 | 34 | 1 | 8.6 | +0.2 |
IWM | iShares Russell 2000 ETF | 2.9 | 19 | 16 | 4.7 | -3.7 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 2.9 | 12 | 23 | 8.8 | +0.5 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 2.9 | 15 | 20 | 8.7 | +0.4 |
ESGV | Vanguard ESG U.S. Stock ETF | 2.8 | 9 | 26 | 6.1 | -2.3 |
VTWO | Vanguard Russell 2000 Index Fund | 2.8 | 10 | 25 | 4.3 | -4.0 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 2.8 | 55 | -20 | 6.4 | -1.9 |
FLLV | Franklin Liberty U.S. Low Volatility ETF | 2.8 | 29 | 6 | 6.5 | -1.9 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 2.8 | 12 | 23 | 8.0 | -0.4 |
FLRG | Fidelity U.S. Multifactor ETF | 2.8 | 29 | 6 | 8.2 | -0.2 |
WOOD | iShares Global Timber & Forestry ETF | 2.8 | 40 | -5 | 10.9 | +2.5 |
CUT | Invesco MSCI Global Timber ETF | 2.8 | 60 | -25 | 9.7 | +1.4 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 2.8 | 15 | 20 | 8.8 | +0.4 |
VTV | Vanguard Value Index Fund | 2.8 | 4 | 31 | 8.4 | +0.1 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 2.8 | 30 | 5 | 6.3 | -2.1 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 2.8 | 30 | 5 | 9.1 | +0.7 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 2.8 | 25 | 10 | 7.4 | -1.0 |
AGNG | Global X Aging Population ETF | 2.8 | 50 | -15 | 4.3 | -4.1 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 2.7 | 35 | 0 | 6.8 | -1.5 |
JAVA | JPMorgan Active Value ETF | 2.7 | 44 | -9 | 7.1 | -1.3 |
FDLO | Fidelity Low Volatility Factor ETF | 2.7 | 29 | 6 | 6.1 | -2.2 |
IQSU | IQ Candriam ESG US Equity ETF | 2.7 | 9 | 26 | 5.8 | -2.6 |
IJR | iShares Core S&P Small Cap ETF | 2.7 | 6 | 29 | 8.6 | +0.2 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 2.7 | 10 | 25 | 8.5 | +0.1 |
SLY | SPDR S&P 600 Small Cap ETF | 2.7 | 15 | 20 | 8.5 | +0.1 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 2.7 | 5 | 30 | 8.6 | +0.2 |
BOUT | Innovator IBD Breakout Opportunities ETF | 2.7 | 80 | -45 | 4.8 | -3.6 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 2.7 | 38 | -3 | 11.8 | +3.4 |
ISCV | iShares Morningstar Small Cap Value ETF | 2.7 | 6 | 29 | 8.9 | +0.6 |
USMF | WisdomTree U.S. Multifactor Fund | 2.7 | 28 | 7 | 8.8 | +0.5 |
FQAL | Fidelity Quality Factor ETF | 2.6 | 29 | 6 | 7.3 | -1.1 |
VICE | AdvisorShares Vice ETF | 2.6 | 99 | -64 | 9.4 | +1.0 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 2.6 | 60 | -25 | 6.0 | -2.4 |
BJK | VanEck Gaming ETF | 2.6 | 62 | -27 | 1.5 | -6.9 |
SMDY | Syntax Stratified MidCap ETF | 2.6 | 35 | 0 | 8.4 | +0.1 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 2.6 | 27 | 8 | 5.8 | -2.6 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 2.6 | 59 | -24 | 6.3 | -2.1 |
ILCG | iShares Morningstar Growth ETF | 2.6 | 4 | 31 | 5.0 | -3.4 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 2.6 | 69 | -34 | 12.1 | +3.8 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 2.6 | 20 | 15 | 6.1 | -2.3 |
RNDV | US Equity Dividend Select ETF | 2.5 | 50 | -15 | 10.8 | +2.5 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 2.5 | 14 | 21 | 6.2 | -2.2 |
XVV | iShares ESG Screened S&P 500 ETF | 2.5 | 8 | 27 | 6.2 | -2.1 |
VTI | Vanguard Total Stock Market Index Fund | 2.5 | 3 | 32 | 6.1 | -2.3 |
SCHK | Schwab 1000 Index ETF | 2.5 | 5 | 30 | 6.3 | -2.1 |
RNLC | Large Cap US Equity Select ETF | 2.5 | 60 | -25 | 7.9 | -0.5 |
IWV | iShares Russell 3000 ETF | 2.5 | 20 | 15 | 6.0 | -2.3 |
JHML | John Hancock Multifactor Large Cap ETF | 2.5 | 29 | 6 | 6.8 | -1.6 |
VTHR | Vanguard Russell 3000 Index Fund | 2.5 | 10 | 25 | 6.1 | -2.3 |
IYY | iShares Dow Jones U.S. ETF | 2.5 | 20 | 15 | 6.1 | -2.2 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 2.5 | 59 | -24 | 7.8 | -0.5 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 2.5 | 12 | 23 | 8.7 | +0.3 |
IWB | iShares Russell 1000 ETF | 2.5 | 15 | 20 | 6.2 | -2.2 |
SCHB | Schwab U.S. Broad Market ETF | 2.5 | 3 | 32 | 6.2 | -2.1 |
VONE | Vanguard Russell 1000 ETF | 2.5 | 8 | 27 | 6.3 | -2.1 |
FDRR | Fidelity Dividend ETF for Rising Rates | 2.5 | 29 | 6 | 9.5 | +1.2 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2.5 | 3 | 32 | 6.2 | -2.2 |
ILCB | iShares Morningstar U.S. Equity ETF | 2.5 | 3 | 32 | 6.3 | -2.1 |
DIVB | iShares Core Dividend | 2.5 | 5 | 30 | 9.4 | +1.0 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 2.4 | 15 | 20 | 5.9 | -2.4 |
PRF | Invesco FTSE RAFI US 1000 ETF | 2.4 | 39 | -4 | 8.2 | -0.2 |
SCHX | Schwab U.S. Large-Cap ETF | 2.4 | 3 | 32 | 6.3 | -2.1 |
CRUZ | Defiance Hotel Airline and Cruise ETF | 2.4 | 45 | -10 | -6.6 | -14.9 |
ENTR | Entrepreneur 30 Fund | 2.4 | 49 | -14 | 2.4 | -6.0 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 2.4 | 59 | -24 | 8.7 | +0.4 |
SPTM | SPDR Portfolio Total Stock Market ETF | 2.4 | 3 | 32 | 6.6 | -1.8 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 2.4 | 27 | 8 | 6.1 | -2.3 |
ADME | Aptus Drawdown Managed Equity ETF | 2.4 | 79 | -44 | 5.8 | -2.5 |
GDIV | Harbor Dividend Growth Leaders ETF | 2.4 | 50 | -15 | 7.3 | -1.1 |
RECS | Columbia Research Enhanced Core ETF | 2.4 | 15 | 20 | 7.4 | -1.0 |
FDMO | Fidelity Momentum Factor ETF | 2.4 | 29 | 6 | 6.3 | -2.0 |
HAPI | Harbor Corporate Culture ETF | 2.3 | 36 | -1 | 5.8 | -2.5 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 2.3 | 11 | 24 | 6.2 | -2.1 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 2.3 | 17 | 18 | 8.7 | +0.3 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 2.3 | 52 | -17 | 8.0 | -0.3 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 2.3 | 20 | 15 | 6.2 | -2.2 |
RNSC | Small Cap US Equity Select ETF | 2.3 | 60 | -25 | 9.5 | +1.2 |
SUSL | iShares ESG MSCI USA Leaders ETF | 2.3 | 10 | 25 | 6.3 | -2.0 |
SHE | SPDR SSGA Gender Diversity Index ETF | 2.3 | 20 | 15 | 6.3 | -2.0 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 2.3 | 10 | 25 | 6.3 | -2.1 |
ILCV | iShares Morningstar Value ETF | 2.3 | 4 | 31 | 8.1 | -0.3 |
PBUS | Invesco PureBeta MSCI USA ETF | 2.3 | 4 | 31 | 6.3 | -2.0 |
ESGU | iShares MSCI USA ESG Optimized ETF | 2.3 | 15 | 20 | 6.3 | -2.1 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 2.3 | 18 | 17 | 6.5 | -1.8 |
IVV | iShares Core S&P 500 ETF | 2.3 | 3 | 32 | 6.4 | -1.9 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 2.3 | 2 | 33 | 6.3 | -2.1 |
SPY | SPDR S&P 500 ETF Trust | 2.3 | 9 | 26 | 6.4 | -2.0 |
VOO | VANGUARD S&P 500 ETF | 2.3 | 3 | 32 | 6.4 | -1.9 |
QUAL | iShares MSCI Usa Quality Factor ETF | 2.3 | 15 | 20 | 7.4 | -0.9 |
VV | Vanguard Large-Cap Index Fund | 2.2 | 4 | 31 | 6.2 | -2.1 |
SPLG | SPDR Portfolio S&P 500 ETF | 2.2 | 3 | 32 | 6.4 | -1.9 |
SNPE | Xtrackers S&P 500 ESG ETF | 2.2 | 10 | 25 | 6.4 | -2.0 |
TECB | iShares US Tech Breakthrough Multisector ETF | 2.2 | 40 | -5 | 4.8 | -3.6 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 2.2 | 7 | 28 | 6.2 | -2.2 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 2.2 | 39 | -4 | 4.4 | -4.0 |
QDIV | Global X S&P 500 Quality Dividend ETF | 2.2 | 20 | 15 | 9.8 | +1.5 |
SFY | SoFi Select 500 ETF | 2.2 | 0 | 35 | 6.5 | -1.9 |
SUSA | iShares MSCI USA ESG Select ETF | 2.2 | 25 | 10 | 6.3 | -2.1 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 2.2 | 29 | 6 | 6.1 | -2.2 |
STRV | Strive 500 ETF | 2.2 | 5 | 30 | 6.2 | -2.1 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 2.2 | 7 | 28 | 6.2 | -2.2 |
JQUA | JPMorgan U.S. Quality Factor ETF | 2.2 | 12 | 23 | 7.0 | -1.4 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 2.2 | 20 | 15 | 8.3 | -0.1 |
NULC | Nuveen ESG Large-Cap ETF | 2.2 | 20 | 15 | 6.5 | -1.9 |
CBSE | Changebridge Capital Sustainable Equity ETF | 2.2 | 85 | -50 | 3.0 | -5.3 |
LEAD | Siren DIVCON Leaders Dividend ETF | 2.1 | 43 | -8 | 7.0 | -1.3 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 2.1 | 12 | 23 | 6.8 | -1.5 |
TMFS | Motley Fool Small Cap Growth ETF | 2.1 | 85 | -50 | 2.9 | -5.4 |
VOTE | Engine No. 1 Transform 500 ETF | 2.1 | 5 | 30 | 6.1 | -2.3 |
FSST | Fidelity Sustainability U.S. Equity ETF | 2.1 | 59 | -24 | 5.9 | -2.4 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 2.1 | 60 | -25 | 6.3 | -2.0 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 2.1 | 25 | 10 | 6.9 | -1.4 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 2.1 | 20 | 15 | 9.2 | +0.8 |
STXG | Strive 1000 Growth ETF | 2.1 | 18 | 17 | 5.4 | -3.0 |
GLRY | Inspire Faithward Mid Cap Momentum ESG ETF | 2.1 | 80 | -45 | 8.5 | +0.1 |
VNSE | Natixis Vaughan Nelson Select ETF | 2.1 | 80 | -45 | 4.1 | -4.3 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 2.1 | 82 | -47 | 6.9 | -1.4 |
DEIF | Sterling Capital Diverse Multi-Manager Active ETF | 2.1 | 65 | -30 | 7.4 | -1.0 |
DVND | Touchstone Dividend Select ETF | 2.1 | 67 | -32 | 7.1 | -1.2 |
BRNY | Burney U.S. Factor Rotation ETF | 2.1 | 79 | -44 | 8.6 | +0.3 |
QLV | FlexShares US Quality Low Volatility Index Fund | 2.0 | 22 | 13 | 6.3 | -2.1 |
JRNY | ALPS Global Travel Beneficiaries ETF | 2.0 | 65 | -30 | 0.8 | -7.6 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 2.0 | 11 | 24 | 6.8 | -1.6 |
VLU | SPDR S&P 1500 Value Tilt ETF | 2.0 | 12 | 23 | 8.9 | +0.6 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 2.0 | 15 | 20 | 7.6 | -0.7 |
BUYZ | Franklin Disruptive Commerce ETF | 2.0 | 50 | -15 | 2.2 | -6.2 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 2.0 | 15 | 20 | 6.8 | -1.6 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 1.9 | 8 | 27 | 7.4 | -0.9 |
OALC | OneAscent Large Cap Core ETF | 1.9 | 76 | -41 | 6.5 | -1.8 |
RVRB | Reverb ETF | 1.9 | 30 | 5 | 6.3 | -2.1 |
YALL | God Bless America ETF | 1.9 | 65 | -30 | 3.7 | -4.6 |
FVAL | Fidelity Value Factor ETF | 1.9 | 29 | 6 | 9.5 | +1.2 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 1.9 | 12 | 23 | 6.4 | -1.9 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.9 | 9 | 26 | 4.9 | -3.4 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 1.9 | 70 | -35 | 2.1 | -6.2 |
TEMP | JPMorgan Climate Change Solutions ETF | 1.8 | 49 | -14 | 4.6 | -3.8 |
CIRC | JPMorgan Sustainable Consumption ETF | 1.8 | 49 | -14 | 5.9 | -2.5 |
FLV | American Century Focused Large Cap Value ETF | 1.8 | 42 | -7 | 7.1 | -1.2 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 1.8 | 49 | -14 | 5.7 | -2.6 |
ACVF | American Conservative Values ETF | 1.8 | 75 | -40 | 5.5 | -2.8 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 1.8 | 63 | -28 | 3.8 | -4.6 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 1.8 | 64 | -29 | 8.2 | -0.1 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 1.8 | 39 | -4 | 10.2 | +1.9 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 1.8 | 70 | -35 | 6.3 | -2.0 |
JVAL | JPMorgan U.S. Value Factor ETF | 1.8 | 12 | 23 | 9.9 | +1.6 |
VUG | Vanguard Growth Index Fund | 1.8 | 4 | 31 | 5.0 | -3.4 |
FVD | First Trust Value Line Dividend Index Fund | 1.8 | 67 | -32 | 6.9 | -1.5 |
MBOX | Freedom Day Dividend ETF | 1.8 | 39 | -4 | 9.0 | +0.7 |
PFM | Invesco Dividend Achievers ETF | 1.8 | 53 | -18 | 6.8 | -1.6 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 1.8 | 15 | 20 | 8.1 | -0.3 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 1.8 | 9 | 26 | 7.0 | -1.4 |
FDWM | Fidelity Women's Leadership ETF | 1.7 | 59 | -24 | 6.1 | -2.3 |
ISHP | First Trust S-Network E-Commerce ETF | 1.7 | 60 | -25 | 3.9 | -4.5 |
CSML | IQ Chaikin U.S. Small Cap ETF | 1.7 | 35 | 0 | 7.1 | -1.3 |
FMIL | Fidelity New Millennium ETF | 1.7 | 59 | -24 | 6.5 | -1.9 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 1.7 | 60 | -25 | 5.2 | -3.2 |
AUSF | Global X Adaptive U.S. Factor ETF | 1.7 | 27 | 8 | 7.9 | -0.4 |
SAGP | Strategas Global Policy Opportunities ETF | 1.7 | 65 | -30 | 7.6 | -0.7 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 1.7 | 25 | 10 | 7.7 | -0.7 |
TOK | iShares MSCI Kokusai ETF | 1.7 | 25 | 10 | 6.6 | -1.7 |
RESP | WisdomTree US ESG Fund of Benef Interest | 1.7 | 28 | 7 | 7.5 | -0.9 |
CVAR | Cultivar ETF | 1.7 | 87 | -52 | 8.9 | +0.5 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.7 | 9 | 26 | 6.8 | -1.5 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 1.7 | 29 | 6 | 8.6 | +0.3 |
VLUE | iShares MSCI USA Value Factor ETF | 1.7 | 15 | 20 | 12.2 | +3.8 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 1.7 | 25 | 10 | 8.1 | -0.3 |
FLQS | Franklin LibertyQ U.S. Small Cap Equity ETF | 1.6 | 35 | 0 | 8.9 | +0.5 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 1.6 | 25 | 10 | 6.9 | -1.4 |
SPLV | Invesco S&P 500 Low Volatility ETF | 1.6 | 25 | 10 | 6.9 | -1.4 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 1.6 | 60 | -25 | 4.7 | -3.7 |
GSPY | Gotham Enhanced 500 ETF | 1.6 | 50 | -15 | 6.7 | -1.7 |
JUSA | JPMorgan ActiveBuilders U.S. Large Cap Equity ETF | 1.6 | 17 | 18 | 6.4 | -1.9 |
NTZG | Nuveen Global Net Zero Transition ETF | 1.6 | 55 | -20 | 5.9 | -2.5 |
VUSE | Vident Core US Equity Fund | 1.6 | 50 | -15 | 7.7 | -0.6 |
KVLE | KFA Value Liner Dynamic Core Equity Index ETF | 1.6 | 55 | -20 | 7.0 | -1.3 |
QLC | FlexShares US Quality Large Cap Index Fund | 1.6 | 25 | 10 | 7.1 | -1.3 |
EPS | WisdomTree U.S. Earnings 500 Fund | 1.6 | 8 | 27 | 7.8 | -0.5 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 1.6 | 59 | -24 | 3.8 | -4.5 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 1.6 | 70 | -35 | 3.4 | -5.0 |
VSLU | Applied Finance Valuation Large Cap ETF | 1.6 | 49 | -14 | 7.1 | -1.3 |
URTH | iShares MSCI World ETF | 1.6 | 24 | 11 | 6.8 | -1.6 |
WDIV | SPDR Global Dividend ETF | 1.6 | 40 | -5 | 12.1 | +3.7 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 1.6 | 59 | -24 | 4.9 | -3.4 |
IWX | iShares Russell Top 200 Value ETF | 1.6 | 20 | 15 | 7.8 | -0.5 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 1.6 | 32 | 3 | 6.2 | -2.1 |
LVOL | American Century Low Volatility ETF | 1.5 | 29 | 6 | 6.4 | -2.0 |
VT | Vanguard Total World Stock ETF | 1.5 | 7 | 28 | 7.0 | -1.4 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 1.5 | 61 | -26 | 8.7 | +0.3 |
STLV | iShares Factors US Value Style ETF | 1.5 | 25 | 10 | 10.9 | +2.6 |
PLRG | Principal US Large-Cap Adaptive Multi-Factor ETF | 1.5 | 15 | 20 | 6.3 | -2.1 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 1.5 | 75 | -40 | 3.8 | -4.5 |
MGK | Vanguard Mega Cap Growth ETF | 1.5 | 7 | 28 | 5.0 | -3.3 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 1.4 | 25 | 10 | 8.1 | -0.2 |
RAFE | PIMCO RAFI ESG U.S. ETF | 1.4 | 29 | 6 | 8.5 | +0.2 |
AFSM | First Trust Active Factor Small Cap ETF | 1.4 | 75 | -40 | 9.7 | +1.4 |
DFND | Siren DIVCON Dividend Defender ETF | 1.4 | 150 | -115 | 5.8 | -2.5 |
CGUS | Capital Group Core Equity ETF | 1.4 | 33 | 2 | 6.0 | -2.3 |
KRMA | Global X Conscious Companies ETF | 1.4 | 43 | -8 | 6.7 | -1.7 |
ACWI | iShares MSCI ACWI ETF | 1.4 | 32 | 3 | 6.9 | -1.5 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 1.4 | 30 | 5 | 13.7 | +5.4 |
SSLY | Syntax Stratified SmallCap ETF | 1.4 | 35 | 0 | 7.7 | -0.7 |
GENY | Principal Millennials Index ETF | 1.4 | 45 | -10 | 7.4 | -0.9 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 1.4 | 49 | -14 | 6.1 | -2.3 |
PLTL | Principal US Small-Cap Adaptive Multi-Factor ETF | 1.3 | 19 | 16 | 8.8 | +0.4 |
WKLY | SoFi Weekly Dividend ETF | 1.3 | 49 | -14 | 9.2 | +0.8 |
MGMT | Ballast Small/Mid Cap ETF | 1.3 | 110 | -75 | 7.8 | -0.5 |
IWL | iShares Russell Top 200 ETF | 1.3 | 15 | 20 | 6.0 | -2.3 |
EGUS | iShares ESG Aware MSCI USA Growth ETF | 1.3 | 15 | 20 | 5.0 | -3.4 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 1.3 | 75 | -40 | 6.8 | -1.6 |
CACG | ClearBridge All Cap Growth ETF | 1.3 | 53 | -18 | 4.0 | -4.4 |
AIEQ | AI Powered Equity ETF | 1.3 | 75 | -40 | 2.5 | -5.9 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.3 | 9 | 26 | 6.7 | -1.6 |
GDEF | Goldman Sachs Defensive Equity ETF | 1.2 | 55 | -20 | 5.7 | -2.6 |
MGC | Vanguard Mega Cap Index Fund | 1.2 | 7 | 28 | 6.1 | -2.3 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 1.2 | 20 | 15 | 6.6 | -1.8 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.2 | 20 | 15 | 7.2 | -1.2 |
USMV | iShares Edge MSCI Min Vol USA ETF | 1.2 | 15 | 20 | 6.7 | -1.7 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 1.2 | 42 | -7 | 6.8 | -1.5 |
CSD | Invesco S&P Spin-Off ETF | 1.2 | 65 | -30 | 7.1 | -1.2 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 1.2 | 75 | -40 | 5.9 | -2.4 |
VDNI | V-Shares US Leadership Diversity ETF | 1.2 | 29 | 6 | 6.4 | -2.0 |
WLDR | Affinity World Leaders Equity ETF | 1.2 | 67 | -32 | 10.0 | +1.7 |
PRAY | FIS Biblically Responsible Risk Managed ETF | 1.2 | 68 | -33 | 6.4 | -2.0 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 1.2 | 0 | 35 | 6.1 | -2.2 |
UPWD | JPMorgan Social Advancement ETF | 1.2 | 49 | -14 | 6.3 | -2.1 |
IWY | iShares Russell Top 200 Growth ETF | 1.2 | 20 | 15 | 5.6 | -2.8 |
HEET | Hartford Schroders ESG US Equity ETF | 1.2 | 39 | -4 | 7.2 | -1.2 |
VONG | Vanguard Russell 1000 Growth Index Fund | 1.2 | 8 | 27 | 5.6 | -2.7 |
IWF | iShares Russell 1000 Growth ETF | 1.2 | 18 | 17 | 5.5 | -2.8 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 1.2 | 28 | 7 | 6.9 | -1.5 |
ROUS | Hartford Multifactor US Equity ETF | 1.2 | 19 | 16 | 8.8 | +0.4 |
TMFC | Motley Fool 100 Index ETF | 1.1 | 50 | -15 | 4.7 | -3.6 |
IWP | iShares Russell Mid-Cap Growth ETF | 1.1 | 23 | 12 | 5.3 | -3.0 |
XMHQ | Invesco S&P MidCap Quality ETF | 1.1 | 25 | 10 | 9.5 | +1.1 |
SVAL | iShares US Small Cap Value Factor ETF | 1.1 | 20 | 15 | 12.7 | +4.4 |
QUS | SPDR MSCI USA StrategicFactors ETF | 1.1 | 15 | 20 | 6.9 | -1.5 |
DTEC | ALPS Disruptive Technologies ETF | 1.1 | 50 | -15 | 4.4 | -4.0 |
PEXL | Pacer US Export Leaders ETF | 1.1 | 60 | -25 | 7.2 | -1.1 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 1.0 | 35 | 0 | 12.2 | +3.9 |
SDIV | Global X SuperDividend ETF | 1.0 | 58 | -23 | 20.4 | +12.0 |
MVPS | Amplify Thematic All-Stars ETF | 1.0 | 49 | -14 | 2.0 | -6.4 |
MGV | Vanguard Mega Cap Value ETF | 1.0 | 7 | 28 | 8.2 | -0.1 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 1.0 | 50 | -15 | 3.6 | -4.8 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 1.0 | 40 | -5 | 4.6 | -3.8 |
XMVM | Invesco S&P MidCap Value with Momentum ETF | 0.9 | 39 | -4 | 13.8 | +5.5 |
PYZ | Invesco DWA Basic Materials Momentum ETF | 0.9 | 60 | -25 | 10.2 | +1.8 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 0.9 | 46 | -11 | 10.1 | +1.8 |
FTGS | First Trust Growth Strength ETF | 0.9 | 60 | -25 | 8.9 | +0.6 |
JZRO | Janus Henderson Net Zero Transition Resources ETF | 0.9 | 60 | -25 | 7.8 | -0.6 |
SPGP | Invesco S&P 500 GARP ETF | 0.9 | 36 | -1 | 9.5 | +1.2 |
GNR | SPDR S&P Global Natural Resources ETF | 0.9 | 40 | -5 | 10.8 | +2.5 |
COWZ | Pacer US Cash Cows 100 ETF | 0.9 | 49 | -14 | 12.3 | +4.0 |
HLAL | Wahed FTSE USA Shariah ETF | 0.9 | 50 | -15 | 5.9 | -2.5 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 0.9 | 38 | -3 | 7.5 | -0.8 |
AHOY | Newday Ocean Health ETF | 0.9 | 75 | -40 | 6.7 | -1.7 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 0.9 | 12 | 23 | 6.3 | -2.1 |
IUSG | iShares Core S&P US Growth ETF | 0.9 | 4 | 31 | 6.5 | -1.9 |
XT | iShares Exponential Technologies ETF | 0.8 | 46 | -11 | 3.6 | -4.8 |
HKND | Humankind US Stock ETF | 0.8 | 11 | 24 | 8.2 | -0.2 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 0.8 | 75 | -40 | 6.6 | -1.7 |
XMMO | Invesco S&P MidCap Momentum ETF | 0.8 | 33 | 2 | 6.8 | -1.5 |
IETC | iShares Evolved U.S. Technology ETF | 0.8 | 18 | 17 | 5.1 | -3.2 |
KOCG | FIS Knights of Columbus Global Belief ETF | 0.8 | 75 | -40 | 7.7 | -0.6 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 0.8 | 41 | -6 | 7.4 | -0.9 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 0.8 | 91 | -56 | 12.6 | +4.3 |
HVAL | ALPS Hillman Active Value ETF | 0.8 | 55 | -20 | 7.7 | -0.6 |
SIXA | 6 Meridian Mega Cap Equity ETF | 0.8 | 82 | -47 | 8.3 | -0.0 |
TMDV | ProShares Russell US Dividend Growers ETF | 0.8 | 36 | -1 | 6.6 | -1.8 |
QGRO | American Century STOXX U.S. Quality Growth ETF | 0.8 | 29 | 6 | 6.2 | -2.2 |
EES | WisdomTree SmallCap Earnings Fund | 0.8 | 38 | -3 | 13.2 | +4.8 |
JOET | Virtus Terranova US Quality Momentum ETF | 0.8 | 29 | 6 | 7.4 | -0.9 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 0.7 | 15 | 20 | 7.2 | -1.1 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 0.7 | 18 | 17 | 7.3 | -1.1 |
WTV | WisdomTree US Value Fund | 0.7 | 12 | 23 | 9.7 | +1.4 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 0.7 | 15 | 20 | 7.3 | -1.1 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 0.7 | 71 | -36 | 12.7 | +4.3 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 0.7 | 75 | -40 | 5.1 | -3.2 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.7 | 39 | -4 | 11.2 | +2.9 |
CGDV | Capital Group Dividend Value ETF | 0.7 | 33 | 2 | 6.4 | -1.9 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 0.7 | 21 | 14 | 4.2 | -4.1 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 0.7 | 39 | -4 | 10.4 | +2.1 |
HAP | VanEck Natural Resources ETF | 0.7 | 49 | -14 | 9.4 | +1.0 |
VOOG | Vanguard S&P 500 Growth ETF | 0.7 | 10 | 25 | 6.4 | -2.0 |
SMOT | VanEck Morningstar SMID Moat ETF | 0.7 | 49 | -14 | 8.7 | +0.4 |
IVW | iShares S&P 500 Growth ETF | 0.7 | 18 | 17 | 6.3 | -2.0 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 0.7 | 75 | -40 | 1.7 | -6.6 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.7 | 4 | 31 | 6.5 | -1.9 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.6 | 30 | 5 | 9.1 | +0.8 |
SPHQ | Invesco S&P 500 Quality ETF | 0.6 | 15 | 20 | 6.7 | -1.7 |
RWL | Invesco S&P 500 Revenue ETF | 0.6 | 39 | -4 | 7.8 | -0.6 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.6 | 30 | 5 | 9.2 | +0.9 |
IWO | iShares Russell 2000 Growth ETF | 0.6 | 23 | 12 | 3.0 | -5.4 |
DGT | SPDR Global Dow ETF | 0.6 | 50 | -15 | 8.1 | -0.3 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 0.6 | 15 | 20 | 3.0 | -5.3 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.6 | 30 | 5 | 7.3 | -1.1 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 0.6 | 15 | 20 | 6.4 | -1.9 |
SPMO | Invesco S&P 500 Momentum ETF | 0.6 | 13 | 22 | 8.1 | -0.2 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.5 | 19 | 16 | 7.4 | -1.0 |
TMFX | Motley Fool Next Index ETF | 0.5 | 50 | -15 | 3.9 | -4.4 |
OEF | iShares S&P 100 ETF | 0.5 | 20 | 15 | 6.0 | -2.4 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 0.5 | 29 | 6 | 6.5 | -1.9 |
HLGE | Hartford Longevity Economy ETF | 0.5 | 44 | -9 | 9.1 | +0.7 |
UVDV | UVA Dividend Value ETF | 0.5 | 80 | -45 | 7.9 | -0.4 |
IOO | iShares Global 100 ETF | 0.5 | 40 | -5 | 6.7 | -1.7 |
FPX | First Trust US IPO Index Fund | 0.4 | 57 | -22 | 1.3 | -7.0 |
BFTR | Future Innovators ETF | 0.4 | 80 | -45 | 2.7 | -5.7 |
IWC | iShares Micro-Cap ETF | 0.4 | 60 | -25 | -4.4 | -12.8 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.4 | 25 | 10 | 7.8 | -0.5 |
HELX | Franklin Genomic Advancements ETF | 0.4 | 50 | -15 | 2.3 | -6.1 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 0.4 | 65 | -30 | 2.5 | -5.9 |
XSVM | Invesco S&P SmallCap Value with Momentum ETF | 0.4 | 39 | -4 | 12.7 | +4.4 |
PDP | Invesco DWA Momentum ETF | 0.3 | 62 | -27 | 6.3 | -2.1 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 0.3 | 35 | 0 | 13.6 | +5.2 |
DWAS | Invesco DWA SmallCap Momentum ETF | 0.3 | 60 | -25 | 3.0 | -5.4 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.3 | 45 | -10 | 5.8 | -2.6 |
IUS | Invesco Strategic US ETF | 0.3 | 19 | 16 | 7.8 | -0.6 |
VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | 0.2 | 35 | 0 | 8.0 | -0.4 |
IEDI | iShares Evolved U.S. Discretionary Spending ETF | 0.2 | 18 | 17 | 5.9 | -2.5 |
GLOF | iShares Global Equity Factor ETF | 0.2 | 20 | 15 | 9.1 | +0.7 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.1 | 20 | 15 | 8.2 | -0.1 |
MTUM | iShares MSCI USA Momentum Factor ETF | 0.1 | 15 | 20 | 8.1 | -0.3 |
PKW | Invesco Buyback Achievers ETF | 0.1 | 64 | -29 | 10.0 | +1.7 |
SQEW | LeaderShares Equity Skew ETF | 0.1 | 75 | -40 | 6.0 | -2.4 |
ROSC | Hartford Multifactor Small Cap ETF | 0.0 | 34 | 1 | 12.2 | +3.8 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2018 | 2019 | 2020 | 2021 | 2022 | 2023E | 2024E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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VALUATION METRICS
2022 | 2023E | 2024E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Invesco Active U.S. Real Estate Fund | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
OVERWEIGHT |
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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