Invesco Active U.S. Real Estate Fund
|
- 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) | $138 |
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 | 79 |
Wgt avg mkt cap (mns) | $24,050 |
Large cap (>$10bn) | 53.9% |
Mid cap ($2-10bn) | 35.8% |
Small cap (<$2bn) | 9.5% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
SBA COMMUNICATIONS CORP. CLASS A | 5.4 % |
CROWN CASTLE INTL CORP | 5.4 % |
AMERICAN TOWER CORP-CL A | 5.3 % |
DIGITAL REALTY TRUST INC | 4.3 % |
EQUINIX INC | 4.1 % |
REXFORD INDUSTRIAL REALTY IN | 1.8 % |
PLYMOUTH INDUSTRIAL REIT, INC. | 1.8 % |
PROLOGIS INC | 1.7 % |
EASTGROUP PROPERTIES INC | 1.7 % |
FIRST INDUSTRIAL REALTY TR | 1.7 % | Total | 33.2 % |
---|
![]() |
UNITED STATES | 99.0 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
10.3% | -9.6% | 6.7% | 7.5% | 11.9% |
versus... | Beta | R-squared |
S&P500 | 0.99 | 81% |
MSCI EAFE | 0.94 | 72% |
MSCI Emg. Mkts. | 0.75 | 48% |
Recent close | $96.31 |
30d moving avg. | $91.49 |
Annualized volatility | 23.7% |
Short interest (ETF) | 0.4% |
Short interest (Underlying) | 2.3% |
Relative strength (RSI) | 65 |
Avg. volume (thou.) | 17 |
Turnover | 1.2% |
Bid/Ask (% of price) | 0.14% |
ADV underlying (mns) | $3,606 |
FINDING ALTERNATIVE FUNDS
Below is a list of 538 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™: | 6.1% |
Ticker | Fund Name |
Overlap1 vs PSR (%) |
Expense ratio (bp) |
Savings vs PSR (bp) |
ALTAR Score™ (%) |
ALTAR vs PSR (%) |
SCHH | Schwab U.S. REIT ETF | 61.2 | 7 | 28 | 6.6 | +0.5 |
DFAR | Dimensional US Real Estate ETF | 60.7 | 19 | 16 | 6.5 | +0.4 |
FREL | Fidelity MSCI Real Estate Index ETF | 59.8 | 84 | -49 | 5.8 | -0.3 |
IYR | iShares U.S. Real Estate ETF | 56.9 | 39 | -4 | 6.3 | +0.2 |
VNQ | Vanguard REIT Index Fund | 56.4 | 12 | 23 | 6.6 | +0.5 |
USRT | iShares Core U.S. REIT ETF | 51.5 | 8 | 27 | 6.8 | +0.7 |
ROOF | IQ US Real Estate Small Cap ETF | 50.6 | 60 | -25 | 6.2 | +0.1 |
FRI | First Trust S&P REIT Index Fund | 50.5 | 50 | -15 | 6.4 | +0.2 |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 50.3 | 11 | 24 | 6.7 | +0.6 |
AVRE | Avantis Real Estate ETF | 49.1 | 17 | 18 | 5.9 | -0.2 |
RWR | SPDR Dow Jones REIT ETF | 48.8 | 25 | 10 | 6.6 | +0.5 |
PPTY | PPTY-U.S. Diversified Real Estate ETF | 48.6 | 49 | -14 | 6.5 | +0.3 |
ICF | iShares Cohen & Steers REIT ETF | 47.3 | 32 | 3 | 6.1 | -0.1 |
XLRE | The Real Estate Select Sector SPDR Fund | 44.5 | 10 | 25 | 6.2 | +0.1 |
FPRO | Fidelity Real Estate Investment ETF | 44.2 | 59 | -24 | 5.2 | -0.9 |
REET | iShares Global REIT ETF | 43.6 | 14 | 21 | 6.4 | +0.3 |
RWO | SPDR Dow Jones Global Real Estate ETF | 41.6 | 50 | -15 | 6.1 | -0.0 |
EWRE | Invesco S&P 500 Equal Weight Real Estate ETF | 39.4 | 40 | -5 | 6.4 | +0.2 |
IVRA | Invesco Real Assets ESG ETF | 37.1 | 59 | -24 | 6.2 | +0.1 |
DTRE | Alerian Disruptive Technology Real Estate ETF | 36.4 | 60 | -25 | 6.1 | +0.0 |
DRW | WisdomTree Global ex-US Real Estate Fund | 32.9 | 58 | -23 | 3.9 | -2.2 |
JPRE | JPMorgan Realty Income ETF | 32.1 | 50 | -15 | 6.0 | -0.1 |
WTRE | WisdomTree New Economy Real Estate Fund | 30.6 | 58 | -23 | 4.7 | -1.5 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 28.8 | 45 | -10 | 6.7 | +0.6 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 28.4 | 69 | -34 | 4.5 | -1.6 |
REZ | iShares Residential Real Estate Capped ETF | 27.0 | 48 | -13 | 5.8 | -0.3 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 25.9 | 75 | -40 | 3.2 | -2.9 |
NURE | Nuveen Short-Term REIT ETF | 25.2 | 35 | 0 | 5.4 | -0.8 |
RDOG | ALPS REIT Dividend Dogs ETF | 24.7 | 35 | 0 | 10.4 | +4.3 |
VPN | Global X Data Center REITs & Digital Infrastructure ETF | 24.5 | 50 | -15 | 5.7 | -0.5 |
SRVR | Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF | 23.5 | 60 | -25 | 6.5 | +0.4 |
VRAI | Virtus Real Asset Income ETF | 23.1 | 55 | -20 | 7.6 | +1.5 |
JRE | Janus Henderson U.S. Real Estate ETF | 23.0 | 65 | -30 | 4.9 | -1.3 |
HOMZ | Hoya Capital Housing ETF | 21.7 | 30 | 5 | 9.3 | +3.2 |
RITA | ETFB Green SRI REITs ETF | 20.7 | 50 | -15 | 4.6 | -1.6 |
HAUS | Home Appreciation U.S. REIT ETF | 20.2 | 60 | -25 | 5.8 | -0.4 |
INDS | Pacer Benchmark Industrial Real Estate SCTR ETF | 18.4 | 60 | -25 | 5.2 | -1.0 |
BLDG | Cambria Global Real Estate ETF | 17.4 | 59 | -24 | 9.1 | +3.0 |
BYTE | Roundhill IO Digital Infrastructure ETF | 17.1 | 76 | -41 | 4.5 | -1.7 |
RESI | Kelly Residential & Apartment Real Estate ETF | 16.1 | 68 | -33 | 4.6 | -1.5 |
SPYD | SPDR S&P 500 High Dividend ETF | 15.6 | 7 | 28 | 9.8 | +3.7 |
RIET | Hoya Capital High Dividend Yield ETF | 15.3 | 50 | -15 | 10.1 | +4.0 |
DFRA | Donoghue Forlines Yield Enhanced Real Asset ETF | 12.2 | 69 | -34 | 7.6 | +1.5 |
KBWY | Invesco KBW Premium Yield Equity REIT ETF | 11.7 | 35 | 0 | 13.4 | +7.3 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 11.7 | 25 | 10 | 6.8 | +0.7 |
XDAT | Franklin Exponential Data ETF | 11.5 | 50 | -15 | 4.2 | -2.0 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 11.0 | 47 | -12 | 5.3 | -0.8 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 10.9 | 49 | -14 | 5.3 | -0.9 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 10.8 | 80 | -45 | 6.4 | +0.3 |
NETL | NETLease Corporate Real Estate ETF | 10.8 | 60 | -25 | 7.8 | +1.6 |
BIBL | Inspire ETF | 10.1 | 35 | 0 | 5.6 | -0.5 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 10.1 | 30 | 5 | 8.5 | +2.4 |
GLIF | AGFiQ Global Infrastructure ETF | 9.7 | 45 | -10 | 5.9 | -0.2 |
IWS | iShares Russell Mid-Cap Value ETF | 9.3 | 23 | 12 | 7.1 | +0.9 |
PSCF | Invesco S&P SmallCap Financials ETF | 9.2 | 29 | 6 | 9.6 | +3.5 |
VOE | Vanguard Mid-Cap Value Index Fund | 9.2 | 7 | 28 | 8.2 | +2.1 |
DON | WisdomTree U.S. MidCap Dividend Fund | 8.6 | 38 | -3 | 9.0 | +2.9 |
FLDZ | RiverNorth Volition America Patriot ETF | 8.4 | 70 | -35 | 6.6 | +0.4 |
FIVG | Defiance Next Gen Connectivity ETF | 8.0 | 30 | 5 | 7.6 | +1.5 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 7.9 | 60 | -25 | 10.2 | +4.1 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 7.9 | 4 | 31 | 6.7 | +0.6 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 7.9 | 6 | 29 | 5.1 | -1.1 |
IMCB | iShares Morningstar Mid-Cap ETF | 7.9 | 4 | 31 | 6.7 | +0.6 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 7.7 | 6 | 29 | 8.5 | +2.4 |
VO | Vanguard Mid-Cap Index Fund | 7.7 | 4 | 31 | 6.6 | +0.5 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 7.4 | 24 | 11 | 8.8 | +2.7 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 7.4 | 27 | 8 | 7.8 | +1.7 |
PY | Principal Shareholder Yield Index ETF | 7.4 | 15 | 20 | 7.9 | +1.7 |
SRET | Global X SuperDividend REIT ETF | 7.4 | 58 | -23 | 8.6 | +2.4 |
FDVV | Fidelity Core Dividend ETF | 7.4 | 29 | 6 | 7.5 | +1.4 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 7.1 | 18 | 17 | 8.5 | +2.4 |
IDAT | iShares Cloud 5G and Tech ETF | 7.0 | 47 | -12 | 6.1 | -0.1 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 7.0 | 20 | 15 | 9.9 | +3.8 |
VALQ | American Century STOXX U.S. Quality Value ETF | 6.8 | 29 | 6 | 10.0 | +3.9 |
TMFG | Motley Fool Global Opportunities ETF | 6.8 | 85 | -50 | 4.2 | -1.9 |
NUDV | Nuveen ESG Dividend ETF | 6.7 | 25 | 10 | 7.6 | +1.4 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 6.7 | 25 | 10 | 6.3 | +0.1 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 6.6 | 18 | 17 | 8.5 | +2.4 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 6.6 | 20 | 15 | 6.6 | +0.5 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 6.6 | 15 | 20 | 8.6 | +2.5 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 6.5 | 10 | 25 | 6.0 | -0.2 |
FCLD | Fidelity Cloud Computing ETF | 6.5 | 39 | -4 | 4.5 | -1.6 |
CVY | Invesco Zacks Multi-Asset Income ETF | 6.5 | 100 | -65 | 12.1 | +5.9 |
IWR | iShares Russell Midcap ETF | 6.5 | 18 | 17 | 6.3 | +0.1 |
CZA | Invesco Zacks Mid-Cap ETF | 6.4 | 69 | -34 | 6.9 | +0.8 |
SCHM | Schwab U.S. Mid-Cap ETF | 6.4 | 4 | 31 | 6.3 | +0.2 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 6.4 | 10 | 25 | 6.0 | -0.1 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 6.3 | 81 | -46 | 5.2 | -1.0 |
HAPY | Harbor Corporate Culture Leaders ETF | 6.3 | 36 | -1 | 2.7 | -3.5 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 6.3 | 15 | 20 | 8.6 | +2.4 |
NXTG | First Trust Indxx NextG ETF | 6.2 | 70 | -35 | 7.1 | +1.0 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 6.1 | 12 | 23 | 5.9 | -0.2 |
YPS | Arrow Reverse Cap 500 ETF | 6.1 | 29 | 6 | 6.3 | +0.1 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 6.1 | 20 | 15 | 8.3 | +2.1 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 6.0 | 7 | 28 | 5.6 | -0.6 |
BOSS | Global X Founder-Run Companies ETF | 5.9 | 45 | -10 | 3.5 | -2.7 |
VEGN | US Vegan Climate ETF | 5.9 | 60 | -25 | 5.8 | -0.3 |
VBR | Vanguard Small Cap Value Index Fund | 5.8 | 7 | 28 | 8.4 | +2.3 |
IWN | iShares Russell 2000 Value ETF | 5.8 | 23 | 12 | 5.8 | -0.4 |
VTWV | Vanguard Russell 2000 Value Index Fund | 5.7 | 15 | 20 | 5.8 | -0.3 |
SPLV | Invesco S&P 500 Low Volatility ETF | 5.7 | 25 | 10 | 6.3 | +0.1 |
USEQ | Invesco Russell 1000 Enhanced Equal Weight ETF | 5.7 | 29 | 6 | 8.0 | +1.9 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 5.7 | 15 | 20 | 8.2 | +2.1 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 5.5 | 37 | -2 | 7.3 | +1.1 |
MDY | SPDR S&P Midcap 400 ETF Trust | 5.5 | 22 | 13 | 7.6 | +1.5 |
FSMD | Fidelity Small-Mid Factor ETF | 5.5 | 29 | 6 | 8.5 | +2.4 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 5.5 | 9 | 26 | 6.5 | +0.4 |
SNPV | Xtrackers S&P ESG Value ETF | 5.5 | 15 | 20 | 7.2 | +1.1 |
RSP | Invesco S&P 500 Equal Weight ETF | 5.4 | 20 | 15 | 6.8 | +0.7 |
IJH | iShares Core S&P Mid-Cap ETF | 5.4 | 5 | 30 | 7.8 | +1.7 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 5.4 | 24 | 11 | 8.4 | +2.3 |
VB | Vanguard Small-Cap ETF | 5.4 | 5 | 30 | 5.8 | -0.4 |
SPMD | SPDR Portfolio Mid Cap ETF | 5.4 | 5 | 30 | 7.8 | +1.7 |
SFYX | Sofi Next 500 ETF | 5.4 | 0 | 35 | 6.6 | +0.5 |
TMFM | Motley Fool Mid-Cap Growth ETF | 5.4 | 85 | -50 | 4.3 | -1.8 |
ICAP | InfraCap Equity Income Fund ETF | 5.4 | 80 | -45 | 9.2 | +3.1 |
USLB | Invesco Russell 1000 Low Beta Equal Weight ETF | 5.3 | 35 | 0 | 7.7 | +1.6 |
VOT | Vanguard Mid-Cap Growth Index Fund | 5.3 | 7 | 28 | 5.1 | -1.1 |
EWMC | Invesco S&P MidCap 400 Equal Weight ETF | 5.3 | 40 | -5 | 7.6 | +1.4 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 5.3 | 47 | -12 | 6.2 | +0.0 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 5.3 | 10 | 25 | 7.8 | +1.7 |
HOTL | Kelly Hotel & Lodging Sector ETF | 5.2 | 78 | -43 | 2.7 | -3.4 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 5.2 | 12 | 23 | 7.6 | +1.5 |
KVLE | KFA Value Liner Dynamic Core Equity Index ETF | 5.2 | 55 | -20 | 6.6 | +0.5 |
MILN | Global X Millennial Consumer ETF | 5.1 | 50 | -15 | 3.2 | -2.9 |
BLES | Inspire Global Hope Large Cap ETF | 5.1 | 49 | -14 | 6.9 | +0.8 |
QDF | FlexShares Quality Dividend Index Fund | 5.1 | 37 | -2 | 8.1 | +1.9 |
SIZE | iShares MSCI USA Size Factor ETF | 5.1 | 15 | 20 | 6.6 | +0.5 |
OSCV | Opus Small Cap Value Plus ETF | 5.1 | 79 | -44 | 6.3 | +0.2 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 5.1 | 15 | 20 | 8.0 | +1.9 |
EUSA | iShares MSCI USA Equal Weighted ETF | 5.1 | 9 | 26 | 6.6 | +0.5 |
QDYN | FlexShares Quality Dividend Dynamic Index Fund | 5.0 | 37 | -2 | 8.7 | +2.5 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 5.0 | 29 | 6 | 7.9 | +1.8 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 5.0 | 15 | 20 | 8.5 | +2.4 |
IJS | iShares S&P Small-cap 600 Value ETF | 5.0 | 18 | 17 | 8.5 | +2.3 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 5.0 | 30 | 5 | 8.9 | +2.8 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 5.0 | 15 | 20 | 8.5 | +2.4 |
ERTH | Invesco MSCI Sustainable Future ETF | 5.0 | 56 | -21 | 4.0 | -2.2 |
DTD | WisdomTree U.S.Total Dividend Fund | 4.9 | 28 | 7 | 7.7 | +1.6 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 4.9 | 65 | -30 | 5.7 | -0.5 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 4.9 | 20 | 15 | 7.4 | +1.3 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 4.9 | 10 | 25 | 6.6 | +0.5 |
VBK | Vanguard Small-Cap Growth Index Fund | 4.9 | 7 | 28 | 1.8 | -4.4 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 4.8 | 28 | 7 | 7.4 | +1.3 |
RNMC | Mid Cap US Equity Select ETF | 4.8 | 60 | -25 | 8.9 | +2.8 |
JHSC | John Hancock Multifactor Small Cap ETF | 4.8 | 42 | -7 | 6.5 | +0.4 |
LYFE | 2nd Vote Life Neutral Plus ETF | 4.7 | 75 | -40 | 7.2 | +1.1 |
IUSV | iShares Core S&P U.S. Value ETF | 4.7 | 4 | 31 | 6.9 | +0.8 |
PBSM | Invesco PureBeta MSCI USA Small Cap ETF | 4.7 | 6 | 29 | 5.4 | -0.8 |
VOOV | Vanguard S&P 500 Value ETF | 4.6 | 10 | 25 | 6.7 | +0.6 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 4.6 | 25 | 10 | 6.7 | +0.5 |
IVE | iShares S&P 500 Value ETF | 4.6 | 18 | 17 | 6.7 | +0.5 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 4.5 | 4 | 31 | 6.8 | +0.6 |
DEF | Invesco Defensive Equity ETF | 4.5 | 55 | -20 | 6.5 | +0.3 |
GGRW | Gabelli Growth Innovators ETF | 4.5 | 90 | -55 | 3.7 | -2.4 |
DHS | WisdomTree U.S. High Dividend Fund | 4.5 | 38 | -3 | 9.3 | +3.2 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 4.5 | 30 | 5 | 6.2 | +0.1 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 4.5 | 39 | -4 | 10.4 | +4.3 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 4.4 | 55 | -20 | 4.3 | -1.8 |
DEW | WisdomTree Global High Dividend Fund | 4.4 | 58 | -23 | 10.4 | +4.2 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 4.3 | 50 | -15 | 8.3 | +2.2 |
NUSC | Nuveen ESG Small-Cap ETF | 4.3 | 30 | 5 | 5.3 | -0.9 |
JHMM | John Hancock Multifactor Mid Cap ETF | 4.3 | 41 | -6 | 7.5 | +1.3 |
VONV | Vanguard Russell 1000 Value Index Fund | 4.2 | 8 | 27 | 7.4 | +1.3 |
IWD | iShares Russell 1000 Value ETF | 4.2 | 18 | 17 | 7.3 | +1.2 |
JOET | Virtus Terranova US Quality Momentum ETF | 4.2 | 29 | 6 | 6.8 | +0.7 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 4.2 | 17 | 18 | 7.0 | +0.9 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 4.2 | 15 | 20 | 7.1 | +1.0 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 4.2 | 15 | 20 | 7.0 | +0.9 |
DEMZ | Advisors Inner Circle Fund III DEMZ Political Contributions | 4.2 | 45 | -10 | 6.4 | +0.2 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 4.2 | 25 | 10 | 7.4 | +1.2 |
USXF | iShares ESG Advanced MSCI USA ETF | 4.1 | 10 | 25 | 6.1 | +0.0 |
VXF | Vanguard Extended Market Index Fund | 4.1 | 6 | 29 | 4.1 | -2.0 |
SCHV | Schwab U.S. Large-Cap Value ETF | 4.1 | 4 | 31 | 7.5 | +1.3 |
BWEB | Bitwise Web3 ETF | 4.1 | 85 | -50 | 2.3 | -3.8 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 4.0 | 17 | 18 | 5.3 | -0.8 |
MBCC | Monarch Blue Chips Core ETF | 4.0 | 125 | -90 | 4.0 | -2.2 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 4.0 | 4 | 31 | 5.9 | -0.3 |
CLOU | Global X Cloud Computing ETF | 3.9 | 68 | -33 | 2.0 | -4.2 |
FCPI | Fidelity Stocks for Inflation ETF | 3.9 | 29 | 6 | 10.2 | +4.0 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 3.9 | 10 | 25 | 6.4 | +0.3 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 3.8 | 12 | 23 | 7.8 | +1.7 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 3.8 | 15 | 20 | 7.8 | +1.7 |
GLRY | Inspire Faithward Mid Cap Momentum ESG ETF | 3.8 | 80 | -45 | 8.1 | +2.0 |
NULV | Nuveen ESG Large-Cap Value ETF | 3.8 | 25 | 10 | 7.9 | +1.8 |
XMMO | Invesco S&P MidCap Momentum ETF | 3.7 | 33 | 2 | 8.0 | +1.9 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 3.7 | 12 | 23 | 7.2 | +1.0 |
SDG | iShares Sustainable MSCI Global Impact ETF | 3.7 | 49 | -14 | 7.0 | +0.9 |
ISMD | Inspire Small/Mid Cap Impact ETF | 3.7 | 48 | -13 | 6.0 | -0.1 |
GK | AdvisorShares Gerber Kawasaki ETF | 3.6 | 81 | -46 | 5.0 | -1.1 |
SMMD | iShares Russell 2500 ETF | 3.6 | 15 | 20 | 6.1 | 0.0 |
GBUY | Goldman Sachs Future Consumer Equity ETF | 3.6 | 75 | -40 | 3.1 | -3.0 |
QLV | FlexShares US Quality Low Volatility Index Fund | 3.6 | 22 | 13 | 6.5 | +0.3 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 3.6 | 27 | 8 | 6.6 | +0.5 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 3.6 | 60 | -25 | 8.1 | +2.0 |
REVS | Columbia Research Enhanced Value ETF | 3.6 | 19 | 16 | 8.9 | +2.7 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 3.6 | 20 | 15 | 8.1 | +2.0 |
SDY | SPDR S&P Dividend ETF | 3.5 | 35 | 0 | 6.7 | +0.5 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 3.5 | 6 | 29 | 2.1 | -4.1 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 3.5 | 10 | 25 | 7.5 | +1.4 |
IJR | iShares Core S&P Small Cap ETF | 3.5 | 6 | 29 | 7.6 | +1.4 |
SLY | SPDR S&P 600 Small Cap ETF | 3.5 | 15 | 20 | 7.5 | +1.4 |
AFMC | First Trust Active Factor Mid Cap ETF | 3.5 | 65 | -30 | 9.3 | +3.2 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 3.5 | 5 | 30 | 7.6 | +1.5 |
AIEQ | AI Powered Equity ETF | 3.5 | 75 | -40 | -0.2 | -6.4 |
SCHA | Schwab U.S. Small-Cap ETF | 3.4 | 4 | 31 | 5.3 | -0.8 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 3.4 | 25 | 10 | 10.0 | +3.9 |
DSI | iShares MSCI KLD 400 Social ETF | 3.4 | 25 | 10 | 6.4 | +0.3 |
ISCB | iShares Morningstar Small-Cap ETF | 3.3 | 4 | 31 | 5.0 | -1.1 |
ESGV | Vanguard ESG U.S. Stock ETF | 3.3 | 9 | 26 | 6.2 | +0.1 |
JAVA | JPMorgan Active Value ETF | 3.3 | 44 | -9 | 6.7 | +0.5 |
ISCV | iShares Morningstar Small Cap Value ETF | 3.3 | 6 | 29 | 7.8 | +1.7 |
FLLV | Franklin Liberty U.S. Low Volatility ETF | 3.3 | 29 | 6 | 6.3 | +0.2 |
IWM | iShares Russell 2000 ETF | 3.2 | 19 | 16 | 4.2 | -1.9 |
VTWO | Vanguard Russell 2000 Index Fund | 3.2 | 10 | 25 | 4.3 | -1.8 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 3.2 | 60 | -25 | 6.7 | +0.6 |
CHGX | Change Finance U.S. Large Cap Fossil Fuel Free ETF | 3.2 | 49 | -14 | 6.2 | +0.1 |
ILCG | iShares Morningstar Growth ETF | 3.2 | 4 | 31 | 5.3 | -0.8 |
BEDZ | AdvisorShares Hotel ETF | 3.2 | 99 | -64 | 1.3 | -4.8 |
IQSU | IQ Candriam ESG US Equity ETF | 3.2 | 9 | 26 | 6.1 | -0.1 |
SSPY | Syntax Stratified LargeCap ETF | 3.1 | 30 | 5 | 7.1 | +1.0 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 3.1 | 20 | 15 | 6.9 | +0.8 |
FDLO | Fidelity Low Volatility Factor ETF | 3.1 | 29 | 6 | 6.3 | +0.2 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 3.1 | 15 | 20 | 7.9 | +1.8 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 3.1 | 38 | -3 | 9.1 | +3.0 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 3.0 | 27 | 8 | 5.9 | -0.2 |
MAGA | Point Bridge GOP Stock Tracker ETF | 3.0 | 72 | -37 | 6.4 | +0.3 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 3.0 | 41 | -6 | 6.2 | +0.1 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 3.0 | 70 | -35 | 6.0 | -0.1 |
ETHO | Etho Climate Leadership U.S. ETF | 3.0 | 47 | -12 | 4.8 | -1.3 |
FQAL | Fidelity Quality Factor ETF | 3.0 | 29 | 6 | 7.6 | +1.5 |
WOOD | iShares Global Timber & Forestry ETF | 3.0 | 40 | -5 | 10.3 | +4.2 |
CUT | Invesco MSCI Global Timber ETF | 3.0 | 60 | -25 | 8.9 | +2.8 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 3.0 | 15 | 20 | 6.1 | -0.0 |
FDMO | Fidelity Momentum Factor ETF | 3.0 | 29 | 6 | 6.5 | +0.3 |
XVV | iShares ESG Screened S&P 500 ETF | 2.9 | 8 | 27 | 6.4 | +0.3 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 2.9 | 20 | 15 | 6.2 | +0.1 |
VTV | Vanguard Value Index Fund | 2.9 | 4 | 31 | 8.0 | +1.9 |
VTI | Vanguard Total Stock Market Index Fund | 2.9 | 3 | 32 | 6.1 | +0.0 |
AFLG | First Trust Active Factor Large Cap ETF | 2.9 | 55 | -20 | 7.7 | +1.6 |
IYY | iShares Dow Jones U.S. ETF | 2.9 | 20 | 15 | 6.2 | +0.1 |
SCHK | Schwab 1000 Index ETF | 2.9 | 5 | 30 | 6.4 | +0.2 |
VTHR | Vanguard Russell 3000 Index Fund | 2.9 | 10 | 25 | 6.2 | +0.0 |
IWV | iShares Russell 3000 ETF | 2.9 | 20 | 15 | 6.1 | -0.1 |
SCHB | Schwab U.S. Broad Market ETF | 2.9 | 3 | 32 | 6.3 | +0.1 |
IVLC | Invesco US Large Cap Core ESG ETF | 2.9 | 48 | -13 | 6.4 | +0.3 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2.9 | 3 | 32 | 6.2 | +0.0 |
VONE | Vanguard Russell 1000 ETF | 2.9 | 8 | 27 | 6.3 | +0.2 |
IWB | iShares Russell 1000 ETF | 2.9 | 15 | 20 | 6.2 | +0.1 |
GSPY | Gotham Enhanced 500 ETF | 2.9 | 50 | -15 | 7.1 | +0.9 |
JEPI | JPMorgan Equity Premium Income ETF | 2.9 | 35 | 0 | 6.2 | +0.1 |
SPDV | AAM S&P 500 High Dividend Value ETF | 2.8 | 29 | 6 | 10.8 | +4.7 |
ILCB | iShares Morningstar U.S. Equity ETF | 2.8 | 3 | 32 | 6.4 | +0.3 |
ECOZ | TrueMark ESG Active Opportunities ETF | 2.8 | 58 | -23 | 5.1 | -1.0 |
KONG | Formidable Fortress ETF | 2.8 | 89 | -54 | 6.3 | +0.1 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 2.8 | 30 | 5 | 8.7 | +2.5 |
SCHX | Schwab U.S. Large-Cap ETF | 2.8 | 3 | 32 | 6.4 | +0.2 |
JHML | John Hancock Multifactor Large Cap ETF | 2.8 | 29 | 6 | 6.7 | +0.6 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 2.8 | 82 | -47 | 6.4 | +0.3 |
RNLC | Large Cap US Equity Select ETF | 2.8 | 60 | -25 | 7.2 | +1.1 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 2.8 | 38 | -3 | 10.6 | +4.5 |
DIVB | iShares Core Dividend | 2.8 | 5 | 30 | 8.7 | +2.6 |
FLRG | Fidelity U.S. Multifactor ETF | 2.8 | 29 | 6 | 8.2 | +2.0 |
SPTM | SPDR Portfolio Total Stock Market ETF | 2.8 | 3 | 32 | 6.6 | +0.5 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 2.7 | 27 | 8 | 6.2 | +0.1 |
JQUA | JPMorgan U.S. Quality Factor ETF | 2.7 | 12 | 23 | 7.0 | +0.9 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 2.7 | 35 | 0 | 6.6 | +0.4 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 2.7 | 12 | 23 | 7.0 | +0.9 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 2.7 | 11 | 24 | 6.3 | +0.2 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 2.7 | 35 | 0 | 10.7 | +4.6 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 2.7 | 70 | -35 | 3.7 | -2.4 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 2.7 | 20 | 15 | 6.3 | +0.1 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 2.7 | 12 | 23 | 7.1 | +1.0 |
FMIL | Fidelity New Millennium ETF | 2.7 | 59 | -24 | 6.6 | +0.4 |
RNDV | US Equity Dividend Select ETF | 2.7 | 50 | -15 | 9.1 | +3.0 |
SUSL | iShares ESG MSCI USA Leaders ETF | 2.7 | 10 | 25 | 6.4 | +0.3 |
DEIF | Sterling Capital Diverse Multi-Manager Active ETF | 2.7 | 65 | -30 | 7.2 | +1.0 |
ESGU | iShares MSCI USA ESG Optimized ETF | 2.7 | 15 | 20 | 6.3 | +0.2 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 2.7 | 10 | 25 | 6.5 | +0.3 |
RECS | Columbia Research Enhanced Core ETF | 2.7 | 15 | 20 | 7.4 | +1.3 |
PBUS | Invesco PureBeta MSCI USA ETF | 2.7 | 4 | 31 | 6.4 | +0.3 |
GURU | Global X Guru Index ETF | 2.6 | 75 | -40 | 4.6 | -1.5 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 2.6 | 14 | 21 | 6.3 | +0.1 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 2.6 | 55 | -20 | 6.5 | +0.3 |
IVV | iShares Core S&P 500 ETF | 2.6 | 3 | 32 | 6.5 | +0.4 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 2.6 | 2 | 33 | 6.4 | +0.3 |
VOO | VANGUARD S&P 500 ETF | 2.6 | 3 | 32 | 6.5 | +0.4 |
EGIS | 2nd Vote Society Defended ETF | 2.6 | 75 | -40 | 7.1 | +1.0 |
ADME | Aptus Drawdown Managed Equity ETF | 2.6 | 79 | -44 | 5.9 | -0.2 |
SPY | SPDR S&P 500 ETF Trust | 2.6 | 9 | 26 | 6.5 | +0.3 |
TECB | iShares US Tech Breakthrough Multisector ETF | 2.6 | 40 | -5 | 5.3 | -0.8 |
SPLG | SPDR Portfolio S&P 500 ETF | 2.6 | 3 | 32 | 6.5 | +0.4 |
SHE | SPDR SSGA Gender Diversity Index ETF | 2.6 | 20 | 15 | 6.5 | +0.4 |
VV | Vanguard Large-Cap Index Fund | 2.6 | 4 | 31 | 6.4 | +0.2 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2.6 | 63 | -28 | 4.9 | -1.2 |
SUSA | iShares MSCI USA ESG Select ETF | 2.6 | 25 | 10 | 6.2 | +0.0 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 2.6 | 59 | -24 | 6.2 | +0.1 |
QUAL | iShares MSCI Usa Quality Factor ETF | 2.6 | 15 | 20 | 7.6 | +1.4 |
STRV | Strive 500 ETF | 2.5 | 5 | 30 | 6.3 | +0.2 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 2.5 | 17 | 18 | 8.2 | +2.0 |
SNPE | Xtrackers S&P 500 ESG ETF | 2.5 | 10 | 25 | 6.7 | +0.5 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 2.5 | 18 | 17 | 6.4 | +0.3 |
VMAT | V-Shares MSCI World ESG Materiality and Carbon Transition ET | 2.5 | 39 | -4 | 6.7 | +0.6 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 2.5 | 7 | 28 | 6.3 | +0.2 |
ILCV | iShares Morningstar Value ETF | 2.5 | 4 | 31 | 7.8 | +1.6 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 2.5 | 29 | 6 | 6.2 | +0.1 |
VICE | AdvisorShares Vice ETF | 2.5 | 99 | -64 | 7.5 | +1.3 |
BJK | VanEck Gaming ETF | 2.5 | 62 | -27 | 1.4 | -4.7 |
PRF | Invesco FTSE RAFI US 1000 ETF | 2.5 | 39 | -4 | 7.6 | +1.5 |
AUSF | Global X Adaptive U.S. Factor ETF | 2.5 | 27 | 8 | 7.8 | +1.6 |
PLRG | Principal US Large-Cap Adaptive Multi-Factor ETF | 2.5 | 15 | 20 | 6.4 | +0.2 |
VOTE | Engine No. 1 Transform 500 ETF | 2.5 | 5 | 30 | 6.3 | +0.1 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 2.5 | 60 | -25 | 6.6 | +0.5 |
AGNG | Global X Aging Population ETF | 2.4 | 50 | -15 | 4.3 | -1.8 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 2.4 | 20 | 15 | 7.6 | +1.5 |
RNSC | Small Cap US Equity Select ETF | 2.4 | 60 | -25 | 8.0 | +1.9 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 2.4 | 25 | 10 | 6.8 | +0.7 |
SMDY | Syntax Stratified MidCap ETF | 2.4 | 35 | 0 | 7.5 | +1.4 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 2.4 | 8 | 27 | 7.4 | +1.3 |
PZLG | Puzzle Mature Growth | 2.4 | 10 | 25 | 6.2 | +0.1 |
CRUZ | Defiance Hotel Airline and Cruise ETF | 2.4 | 45 | -10 | -6.4 | -12.5 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 2.4 | 59 | -24 | 6.2 | +0.1 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 2.4 | 39 | -4 | 5.2 | -0.9 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 2.4 | 71 | -36 | 11.6 | +5.5 |
IUSS | Invesco Strategic US Small Company ETF | 2.4 | 23 | 12 | 6.8 | +0.7 |
PLTL | Principal US Small-Cap Adaptive Multi-Factor ETF | 2.3 | 19 | 16 | 7.8 | +1.7 |
GRNR | Global X Green Building ETF | 2.3 | 45 | -10 | 8.0 | +1.9 |
QDIV | Global X S&P 500 Quality Dividend ETF | 2.3 | 20 | 15 | 9.2 | +3.0 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 2.3 | 59 | -24 | 7.5 | +1.4 |
VUG | Vanguard Growth Index Fund | 2.3 | 4 | 31 | 5.4 | -0.8 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 2.2 | 61 | -26 | 8.4 | +2.2 |
EWSC | Invesco S&P Smallcap 600 Equal Weight ETF | 2.2 | 40 | -5 | 6.8 | +0.7 |
NULC | Nuveen ESG Large-Cap ETF | 2.2 | 20 | 15 | 6.1 | -0.0 |
FDRR | Fidelity Dividend ETF for Rising Rates | 2.2 | 29 | 6 | 8.1 | +2.0 |
TTAC | TrimTabs US Free Cash Flow Quality ETF | 2.2 | 59 | -24 | 7.7 | +1.5 |
AILG | Alpha Intelligent - Large Cap Growth ETF | 2.2 | 85 | -50 | 4.4 | -1.7 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 2.2 | 49 | -14 | 6.1 | 0.0 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 2.2 | 20 | 15 | 8.6 | +2.5 |
GDIV | Harbor Dividend Growth Leaders ETF | 2.2 | 50 | -15 | 7.4 | +1.2 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 2.2 | 15 | 20 | 7.2 | +1.1 |
SFY | SoFi Select 500 ETF | 2.2 | 0 | 35 | 6.6 | +0.5 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 2.1 | 69 | -34 | 10.3 | +4.2 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 2.1 | 9 | 26 | 4.6 | -1.6 |
FVAL | Fidelity Value Factor ETF | 2.1 | 29 | 6 | 9.4 | +3.2 |
ACVF | American Conservative Values ETF | 2.1 | 75 | -40 | 5.6 | -0.5 |
FLQS | Franklin LibertyQ U.S. Small Cap Equity ETF | 2.1 | 35 | 0 | 8.2 | +2.1 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 2.1 | 12 | 23 | 6.5 | +0.4 |
JVAL | JPMorgan U.S. Value Factor ETF | 2.1 | 12 | 23 | 9.3 | +3.2 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 2.1 | 59 | -24 | 8.5 | +2.4 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 2.0 | 12 | 23 | 6.9 | +0.8 |
YALL | God Bless America ETF | 2.0 | 65 | -30 | 4.2 | -2.0 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 2.0 | 64 | -29 | 7.4 | +1.3 |
JUSA | JPMorgan ActiveBuilders U.S. Large Cap Equity ETF | 2.0 | 17 | 18 | 6.6 | +0.5 |
AFSM | First Trust Active Factor Small Cap ETF | 2.0 | 75 | -40 | 9.1 | +2.9 |
TEMP | JPMorgan Climate Change Solutions ETF | 2.0 | 49 | -14 | 4.4 | -1.7 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 2.0 | 9 | 26 | 7.1 | +1.0 |
ACWF | iShares MSCI Global Multifactor ETF | 2.0 | 35 | 0 | 9.6 | +3.5 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 2.0 | 11 | 24 | 6.8 | +0.6 |
CIRC | JPMorgan Sustainable Consumption ETF | 2.0 | 49 | -14 | 5.5 | -0.6 |
LVOL | American Century Low Volatility ETF | 2.0 | 29 | 6 | 6.2 | +0.1 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 2.0 | 59 | -24 | 9.0 | +2.9 |
NTZG | Nuveen Global Net Zero Transition ETF | 2.0 | 55 | -20 | 5.9 | -0.3 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 1.9 | 39 | -4 | 9.2 | +3.1 |
USMF | WisdomTree U.S. Multifactor Fund | 1.9 | 28 | 7 | 8.7 | +2.6 |
TOK | iShares MSCI Kokusai ETF | 1.9 | 25 | 10 | 6.7 | +0.6 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 1.9 | 38 | -3 | 7.0 | +0.8 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.9 | 9 | 26 | 6.9 | +0.8 |
JRNY | ALPS Global Travel Beneficiaries ETF | 1.9 | 65 | -30 | 0.7 | -5.4 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 1.9 | 32 | 3 | 6.2 | +0.1 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 1.9 | 15 | 20 | 6.9 | +0.7 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 1.9 | 75 | -40 | 3.9 | -2.2 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 1.9 | 29 | 6 | 8.3 | +2.1 |
PFI | Invesco DWA Financial Momentum ETF | 1.9 | 60 | -25 | 7.5 | +1.4 |
FDWM | Fidelity Women's Leadership ETF | 1.9 | 59 | -24 | 5.9 | -0.2 |
MGK | Vanguard Mega Cap Growth ETF | 1.9 | 7 | 28 | 5.5 | -0.7 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 1.9 | 70 | -35 | 11.7 | +5.6 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 1.9 | 25 | 10 | 6.5 | +0.4 |
PSC | Principal U.S. Small Cap Index ETF | 1.9 | 38 | -3 | 8.7 | +2.6 |
ROCI | ROC ETF | 1.9 | 49 | -14 | 5.3 | -0.8 |
STLV | iShares Factors US Value Style ETF | 1.9 | 25 | 10 | 9.8 | +3.6 |
VLUE | iShares MSCI USA Value Factor ETF | 1.8 | 15 | 20 | 11.4 | +5.3 |
RESP | WisdomTree US ESG Fund of Benef Interest | 1.8 | 28 | 7 | 7.4 | +1.3 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 1.8 | 25 | 10 | 7.2 | +1.1 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 1.8 | 25 | 10 | 7.6 | +1.5 |
CGUS | Capital Group Core Equity ETF | 1.8 | 33 | 2 | 6.6 | +0.5 |
URTH | iShares MSCI World ETF | 1.8 | 24 | 11 | 6.9 | +0.7 |
CSML | IQ Chaikin U.S. Small Cap ETF | 1.8 | 35 | 0 | 5.9 | -0.2 |
EPS | WisdomTree U.S. Earnings 500 Fund | 1.8 | 8 | 27 | 7.8 | +1.7 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 1.8 | 59 | -24 | 4.1 | -2.0 |
FVD | First Trust Value Line Dividend Index Fund | 1.7 | 67 | -32 | 6.5 | +0.4 |
LEAD | Siren DIVCON Leaders Dividend ETF | 1.7 | 43 | -8 | 6.7 | +0.5 |
FSST | Fidelity Sustainability U.S. Equity ETF | 1.7 | 59 | -24 | 6.0 | -0.1 |
VNSE | Natixis Vaughan Nelson Select ETF | 1.7 | 80 | -45 | 4.4 | -1.7 |
BUYZ | Franklin Disruptive Commerce ETF | 1.7 | 50 | -15 | 2.3 | -3.9 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 1.7 | 15 | 20 | 8.1 | +2.0 |
VLU | SPDR S&P 1500 Value Tilt ETF | 1.7 | 12 | 23 | 8.2 | +2.0 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 1.7 | 18 | 17 | 6.6 | +0.5 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 1.7 | 15 | 20 | 6.6 | +0.5 |
CSD | Invesco S&P Spin-Off ETF | 1.7 | 65 | -30 | 7.0 | +0.9 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 1.7 | 15 | 20 | 6.6 | +0.5 |
QLC | FlexShares US Quality Large Cap Index Fund | 1.7 | 25 | 10 | 7.2 | +1.0 |
VT | Vanguard Total World Stock ETF | 1.7 | 7 | 28 | 6.9 | +0.8 |
TMFS | Motley Fool Small Cap Growth ETF | 1.7 | 85 | -50 | 3.6 | -2.6 |
ISHP | First Trust S-Network E-Commerce ETF | 1.7 | 60 | -25 | 4.2 | -1.9 |
VDNI | V-Shares US Leadership Diversity ETF | 1.6 | 29 | 6 | 6.6 | +0.5 |
IWX | iShares Russell Top 200 Value ETF | 1.6 | 20 | 15 | 7.4 | +1.3 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 1.6 | 25 | 10 | 7.7 | +1.6 |
FLV | American Century Focused Large Cap Value ETF | 1.6 | 42 | -7 | 6.9 | +0.8 |
ACWI | iShares MSCI ACWI ETF | 1.6 | 32 | 3 | 7.0 | +0.8 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 1.6 | 75 | -40 | 6.9 | +0.7 |
IWL | iShares Russell Top 200 ETF | 1.6 | 15 | 20 | 6.3 | +0.1 |
PFM | Invesco Dividend Achievers ETF | 1.5 | 53 | -18 | 6.6 | +0.5 |
DFND | Siren DIVCON Dividend Defender ETF | 1.5 | 150 | -115 | 5.9 | -0.3 |
IWY | iShares Russell Top 200 Growth ETF | 1.5 | 20 | 15 | 6.2 | +0.1 |
KRMA | Global X Conscious Companies ETF | 1.5 | 43 | -8 | 6.5 | +0.4 |
RAFE | PIMCO RAFI ESG U.S. ETF | 1.5 | 29 | 6 | 8.4 | +2.3 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 1.5 | 49 | -14 | 6.3 | +0.2 |
IWF | iShares Russell 1000 Growth ETF | 1.5 | 18 | 17 | 6.0 | -0.1 |
VONG | Vanguard Russell 1000 Growth Index Fund | 1.5 | 8 | 27 | 6.1 | -0.0 |
TMFC | Motley Fool 100 Index ETF | 1.5 | 50 | -15 | 5.2 | -0.9 |
MGC | Vanguard Mega Cap Index Fund | 1.5 | 7 | 28 | 6.3 | +0.1 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.5 | 9 | 26 | 6.8 | +0.7 |
SSLY | Syntax Stratified SmallCap ETF | 1.5 | 35 | 0 | 6.9 | +0.7 |
AQGX | AI Quality Growth ETF | 1.4 | 97 | -62 | 5.3 | -0.9 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 1.4 | 0 | 35 | 6.4 | +0.2 |
OALC | OneAscent Large Cap Core ETF | 1.4 | 76 | -41 | 6.3 | +0.2 |
CACG | ClearBridge All Cap Growth ETF | 1.4 | 53 | -18 | 4.3 | -1.8 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.4 | 20 | 15 | 7.3 | +1.2 |
MVPS | Amplify Thematic All-Stars ETF | 1.3 | 49 | -14 | 2.2 | -4.0 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 1.3 | 30 | 5 | 10.0 | +3.9 |
HLGE | Hartford Longevity Economy ETF | 1.3 | 44 | -9 | 7.9 | +1.8 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 1.3 | 52 | -17 | 6.6 | +0.5 |
IWP | iShares Russell Mid-Cap Growth ETF | 1.3 | 23 | 12 | 5.3 | -0.8 |
VUSE | Vident Core US Equity Fund | 1.3 | 50 | -15 | 8.6 | +2.5 |
GENY | Principal Millennials Index ETF | 1.3 | 45 | -10 | 6.0 | -0.1 |
WKLY | SoFi Weekly Dividend ETF | 1.3 | 49 | -14 | 9.0 | +2.9 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 1.3 | 28 | 7 | 6.9 | +0.8 |
MGMT | Ballast Small/Mid Cap ETF | 1.3 | 110 | -75 | 8.2 | +2.0 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 1.3 | 75 | -40 | 6.0 | -0.1 |
USMV | iShares Edge MSCI Min Vol USA ETF | 1.3 | 15 | 20 | 6.7 | +0.5 |
ROUS | Hartford Multifactor US Equity ETF | 1.3 | 19 | 16 | 8.3 | +2.2 |
IBET | iBET Sports Betting and Gaming ETF | 1.3 | 79 | -44 | 2.2 | -4.0 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 1.3 | 40 | -5 | 5.1 | -1.1 |
KOCG | FIS Knights of Columbus Global Belief ETF | 1.2 | 75 | -40 | 7.8 | +1.6 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 1.2 | 20 | 15 | 6.1 | -0.0 |
HLAL | Wahed FTSE USA Shariah ETF | 1.2 | 50 | -15 | 6.2 | +0.1 |
QUS | SPDR MSCI USA StrategicFactors ETF | 1.2 | 15 | 20 | 7.0 | +0.8 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 1.2 | 70 | -35 | 3.6 | -2.6 |
HEET | Hartford Schroders ESG US Equity ETF | 1.1 | 39 | -4 | 7.3 | +1.2 |
WLDR | Affinity World Leaders Equity ETF | 1.1 | 67 | -32 | 10.1 | +4.0 |
QGRO | American Century STOXX U.S. Quality Growth ETF | 1.1 | 29 | 6 | 7.5 | +1.4 |
UPWD | JPMorgan Social Advancement ETF | 1.1 | 49 | -14 | 6.6 | +0.5 |
XMHQ | Invesco S&P MidCap Quality ETF | 1.1 | 25 | 10 | 9.2 | +3.0 |
COWZ | Pacer US Cash Cows 100 ETF | 1.0 | 49 | -14 | 12.1 | +6.0 |
GNR | SPDR S&P Global Natural Resources ETF | 1.0 | 40 | -5 | 10.0 | +3.8 |
SPGP | Invesco S&P 500 GARP ETF | 1.0 | 36 | -1 | 9.5 | +3.4 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 1.0 | 46 | -11 | 9.4 | +3.2 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 1.0 | 80 | -45 | 9.3 | +3.2 |
PSET | Principal Price Setters Index ETF | 1.0 | 15 | 20 | 7.0 | +0.9 |
JZRO | Janus Henderson Net Zero Transition Resources ETF | 1.0 | 60 | -25 | 6.8 | +0.7 |
MKEM | Meakem Value and Inflation Screen | 1.0 | 10 | 25 | 6.5 | +0.4 |
INFL | Horizon Kinetics Inflation Beneficiaries ETF | 1.0 | 85 | -50 | 5.7 | -0.5 |
IUSG | iShares Core S&P US Growth ETF | 1.0 | 4 | 31 | 6.9 | +0.7 |
VSLU | Applied Finance Valuation Large Cap ETF | 1.0 | 49 | -14 | 7.7 | +1.5 |
SVAL | iShares US Small Cap Value Factor ETF | 1.0 | 20 | 15 | 10.9 | +4.8 |
MGV | Vanguard Mega Cap Value ETF | 1.0 | 7 | 28 | 7.8 | +1.7 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 1.0 | 15 | 20 | 6.7 | +0.6 |
DTEC | ALPS Disruptive Technologies ETF | 1.0 | 50 | -15 | 4.4 | -1.8 |
SENT | AdvisorShares Alpha DNA Equity Sentiment ETF | 1.0 | 108 | -73 | 3.8 | -2.3 |
PEXL | Pacer US Export Leaders ETF | 1.0 | 60 | -25 | 7.0 | +0.8 |
UBCB | UBC Algorithmic Fundamentals ETF | 1.0 | 75 | -40 | 5.4 | -0.8 |
XT | iShares Exponential Technologies ETF | 0.9 | 46 | -11 | 3.5 | -2.6 |
XMVM | Invesco S&P MidCap Value with Momentum ETF | 0.9 | 39 | -4 | 12.1 | +6.0 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 0.9 | 91 | -56 | 11.9 | +5.8 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 0.9 | 65 | -30 | 7.6 | +1.5 |
WDIV | SPDR Global Dividend ETF | 0.9 | 40 | -5 | 9.6 | +3.5 |
SPMO | Invesco S&P 500 Momentum ETF | 0.9 | 13 | 22 | 7.5 | +1.4 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 0.9 | 42 | -7 | 6.9 | +0.8 |
ROSC | Hartford Multifactor Small Cap ETF | 0.8 | 34 | 1 | 11.1 | +5.0 |
TMDV | ProShares Russell US Dividend Growers ETF | 0.8 | 36 | -1 | 6.2 | +0.0 |
SIXA | 6 Meridian Mega Cap Equity ETF | 0.8 | 82 | -47 | 8.1 | +2.0 |
HVAL | ALPS Hillman Active Value ETF | 0.8 | 55 | -20 | 7.6 | +1.4 |
PZLD | Puzzle Divdend Leaders | 0.8 | 10 | 25 | 7.4 | +1.3 |
VOOG | Vanguard S&P 500 Growth ETF | 0.8 | 10 | 25 | 6.8 | +0.7 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 0.8 | 21 | 14 | 4.5 | -1.6 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 0.8 | 39 | -4 | 9.9 | +3.8 |
IVW | iShares S&P 500 Growth ETF | 0.8 | 18 | 17 | 6.7 | +0.6 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.8 | 4 | 31 | 6.9 | +0.7 |
FPX | First Trust US IPO Index Fund | 0.8 | 57 | -22 | 3.0 | -3.1 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 0.8 | 60 | -25 | 9.3 | +3.2 |
MBOX | Freedom Day Dividend ETF | 0.8 | 39 | -4 | 8.5 | +2.4 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 0.8 | 41 | -6 | 6.5 | +0.4 |
EES | WisdomTree SmallCap Earnings Fund | 0.8 | 38 | -3 | 11.6 | +5.5 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 0.8 | 50 | -15 | 2.9 | -3.2 |
CGDV | Capital Group Dividend Value ETF | 0.7 | 33 | 2 | 6.7 | +0.6 |
HKND | Humankind US Stock ETF | 0.7 | 11 | 24 | 8.1 | +1.9 |
DGT | SPDR Global Dow ETF | 0.7 | 50 | -15 | 8.1 | +1.9 |
WTV | WisdomTree US Value Fund | 0.7 | 12 | 23 | 8.9 | +2.8 |
IWC | iShares Micro-Cap ETF | 0.7 | 60 | -25 | -4.0 | -10.2 |
IWO | iShares Russell 2000 Growth ETF | 0.7 | 23 | 12 | 2.8 | -3.4 |
SPHQ | Invesco S&P 500 Quality ETF | 0.7 | 15 | 20 | 6.8 | +0.6 |
CVAR | Cultivar ETF | 0.7 | 87 | -52 | 8.0 | +1.9 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 0.7 | 15 | 20 | 2.9 | -3.3 |
HAP | VanEck Natural Resources ETF | 0.7 | 49 | -14 | 8.9 | +2.8 |
RWL | Invesco S&P 500 Revenue ETF | 0.7 | 39 | -4 | 7.4 | +1.3 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.7 | 30 | 5 | 7.4 | +1.3 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.7 | 30 | 5 | 10.5 | +4.4 |
OEF | iShares S&P 100 ETF | 0.6 | 20 | 15 | 6.3 | +0.2 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.6 | 39 | -4 | 8.0 | +1.9 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 0.6 | 75 | -40 | 1.7 | -4.4 |
IETC | iShares Evolved U.S. Technology ETF | 0.6 | 18 | 17 | 5.9 | -0.3 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.6 | 19 | 16 | 7.5 | +1.4 |
IOO | iShares Global 100 ETF | 0.6 | 40 | -5 | 7.1 | +1.0 |
HELX | Franklin Genomic Advancements ETF | 0.6 | 50 | -15 | 2.2 | -4.0 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.6 | 30 | 5 | 9.5 | +3.4 |
METV | Roundhill Ball Metaverse ETF | 0.5 | 59 | -24 | 4.8 | -1.3 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 0.5 | 29 | 6 | 10.0 | +3.9 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 0.5 | 30 | 5 | 9.7 | +3.6 |
TMFX | Motley Fool Next Index ETF | 0.5 | 50 | -15 | 3.6 | -2.5 |
UVDV | UVA Dividend Value ETF | 0.5 | 80 | -45 | 7.6 | +1.5 |
BFTR | Future Innovators ETF | 0.5 | 80 | -45 | 2.5 | -3.6 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 0.5 | 52 | -17 | 7.9 | +1.7 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.5 | 25 | 10 | 7.6 | +1.5 |
SDGA | Impact Shares Sustainable Development Goals Global ETF | 0.4 | 75 | -40 | 7.7 | +1.6 |
VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | 0.4 | 35 | 0 | 8.4 | +2.3 |
XSVM | Invesco S&P SmallCap Value with Momentum ETF | 0.3 | 39 | -4 | 11.1 | +5.0 |
ROBT | First Trust Nasdaq Artificial Intelligence & Robotics ETF | 0.3 | 65 | -30 | 2.3 | -3.9 |
PDP | Invesco DWA Momentum ETF | 0.3 | 62 | -27 | 5.6 | -0.5 |
IUS | Invesco Strategic US ETF | 0.3 | 19 | 16 | 7.7 | +1.6 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.3 | 45 | -10 | 5.7 | -0.4 |
IEDI | iShares Evolved U.S. Discretionary Spending ETF | 0.3 | 18 | 17 | 6.1 | -0.1 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 0.2 | 35 | 0 | 11.8 | +5.7 |
PKW | Invesco Buyback Achievers ETF | 0.1 | 64 | -29 | 8.7 | +2.6 |
GVLU | Gotham 1000 Value ETF | 0.1 | 50 | -15 | 10.8 | +4.6 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.1 | 20 | 15 | 8.4 | +2.3 |
XOUT | GraniteShares XOUT U.S. Large Cap ETF | 0.1 | 60 | -25 | 5.8 | -0.3 |
MTUM | iShares MSCI USA Momentum Factor ETF | 0.1 | 15 | 20 | 7.8 | +1.7 |
SQEW | LeaderShares Equity Skew ETF | 0.1 | 75 | -40 | 6.4 | +0.3 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
Content on this tab for subscribers only**
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 |
Content on this tab for subscribers only
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: |
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™
|
MODERN PORTFOLIO THEORY
![]() |
CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
|